Filters Ownership Independent · 7,789 Wrap-program sponsor · 907 Bank-affiliated · 158 Public-company owned · 61
Size $1B+ $100M–$1B Under $100M
Custodian Custodian Any custodian Charles Schwab (5,741) Fidelity (1,962) BNY Pershing (436) LPL Financial (352) Raymond James (283) Interactive Brokers (241) Altruist (180) SEI (160) Fidelity Distributors Company (134) J.P. Morgan (111) Wells Fargo (104) Morgan Stanley (103) Goldman Sachs (91) RBC (82) Axos (81) UBS (70) Merrill / Bank of America (66) BNY (55) Northern Trust (43) Apex Fintech (39) Vanguard (39) U.S. Bank (35) Capital Client Group (33) Tiaa-Cref Individual & Institutional Services (31) TradePMR / Robinhood (28) Citi (27) Assetmark Brokerage (26) Betterment (22) Alpaca Securities (19) Assetmark Trust (19) Matrix Trust (16) State Street (15) Ascensus Broker Dealer Services (14) Nationwide Securities (14) American Funds (12) Assetmark (12) Nationwide Investment Services (12) Stonex Financial (12) Ascensus Trust (10) Fiduciary Trust (10) Bank Vontobel AG (9) Banque Pictet & CIE SA (9) Fifth Third Bank (9) Stifel, Nicolaus & Company, Incorporated (9) Hilltop Securities (8) Principal Securities (8) Empower Financial Services (7) National Bank Independent Network (7) American Trust Custody (6) Drivewealth (6) Equity Trust (6) First Clearing (6) John Hancock Distributors (6) MID Atlantic Trust (6) Pictet (6) Reliance Trust (6) U.S. Bancorp Investments (6) ADP (5) Capital Bank and Trust (5) E*Trade (5) Fiduciary Trust Company International (5) Fifth Third Securities (5) Inspira Financial (5) National Advisors Trust (5) PNC Bank (5) PNC Wealth Management (5) Rl360 (5) TIAA (5) ADP Broker-Dealer (4) Banco Santander (4) Bank Julius Baer & Co LTD (4) Broadridge Business Process Outsourcing (4) Comerica Bank (4) Dunham (4) Empower (4) Empower Trust Company (4) Equitable (4) Jackson National Life Distributors (4) Robert W. Baird & Co. Incorporated (4) Voya Financial Partners (4) One More than one None reported
Broker-dealer Hybrid Affiliated No ties
Their broker-dealer clears through Their broker-dealer clears through… Pershing (45) National Financial Services (Fidelity) (37) RBC Capital Markets (12) Apex Clearing (8) J.P. Morgan (7) Wells Fargo Clearing Services (7) Axos Clearing (6) Interactive Brokers (6) Hilltop Securities (5) Wedbush (5) BofA Securities (3) Raymond James (3) Stifel (3) LPL Financial (2) Vision Financial Markets (2) Charles Schwab (1) Robinhood (1) StoneX (1) Velocity Clearing (1) State State Every state Alabama (59) Alaska (4) Argentina (2) Arizona (161) Arkansas (42) Australia (1) Bermuda (1) Bolivia (1) Brazil (4) California (985) Canada (51) China (2) Colorado (226) Connecticut (144) Delaware (21) District of Columbia (10) Florida (537) Georgia (222) Germany (1) Guam (1) Hawaii (12) Hong Kong (4) Idaho (40) Illinois (316) India (7) Indiana (115) Iowa (71) Israel (4) Italy (1) Kansas (92) Kentucky (66) Louisiana (61) Maine (28) Malaysia (1) Maryland (136) Massachusetts (280) Mexico (4) Michigan (238) Minnesota (178) Mississippi (29) Missouri (130) Monaco (1) Montana (17) Nebraska (54) Nevada (48) New Hampshire (62) New Jersey (227) New Mexico (18) New York (673) North Carolina (196) North Dakota (8) Ohio (300) Oklahoma (66) Oregon (121) Pennsylvania (352) PR (7) Rhode Island (37) Romania (1) Singapore (3) South Carolina (87) South Dakota (10) Spain (1) Switzerland (38) Taiwan, Republic of China (1) Tennessee (144) Texas (554) Turkey (1) United Arab Emirates (2) United Kingdom (28) Utah (99) Vermont (28) Virginia (198) Washington (197) West Virginia (8) Wisconsin (136) Wyoming (15) SEC-registered firms that manage at least half their assets for individuals and high-net-worth individuals. Bank-affiliated: a related bank or thrift (Form ADV Item 7.A). Public-company owned: controlled by a public reporting company (Item 10).
Atlas The basics here are free. Atlas adds ten years of growth, owners, broker-dealer affiliation, contacts on file and signals for every firm, with alerts and exports. See Atlas
14248 Schwab 100%
+00% $133M 14250 Schwab 100%
+00% $133M 14251 Fidelity 100%
+00% $133M 14253 Schwab 100%
+00% $133M 14254 Schwab 71% Fidelity 29%
+00% $133M 14255 Schwab 100%
+00% $133M 14257 Schwab 100%
+00% $133M 14259 No custodian reported
+00% $133M 14260 No custodian reported
+00% $133M 14261 No custodian reported
+00% $133M 14262 No custodian reported
+00% $133M 14263 Schwab 100%
+00% $133M 14264 Schwab 100%
+00% $133M 14265 Schwab 100%
+00% $133M 14266 Schwab 100%
+00% $133M 14267 Schwab 100%
+00% $133M 14268 J.P. Morgan 76% Interactive Brokers 23%
+00% $133M 14269 Schwab 100%
+00% $133M 14270 Schwab 100%
+00% $133M 14271 Fidelity 100%
+00% $133M 14272 Schwab 86%
+00% $133M 14273 Schwab 100%
+00% $133M 14274 Schwab 100%
+00% $133M 14275 Schwab 100%
+00% $133M 14276 Altruist 68% Schwab 32%
+00% $132M 14278 Schwab 100%
+00% $132M 14279 Schwab 100%
+00% $132M 14280 SEI 100%
+00% $132M 14281 Schwab 100%
+00% $132M 14282 No custodian reported
+00% $132M 14283 TIAA 100%
+00% $132M 14285 Schwab 88%
+00% $132M 14286 Schwab 100%
+00% $132M 14287 Schwab 99%
+00% $132M 14288 Schwab 100%
+00% $132M 14289 Schwab 100%
+00% $132M 14291 Schwab 83%
+00% $132M 14292 Axos 100%
+00% $132M 14293 Schwab 100%
+00% $132M 14294 No custodian reported
+00% $132M Previous 40 Page 184 of 223 Next 40