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
8665 Schwab 100%
+00% $411M 8666 Schwab 100%
+00% $411M 8668 Fidelity 100%
+00% $411M 8670 Schwab 100%
+00% $410M 8671 Fidelity 56% Schwab 44%
+00% $410M 8673 Fidelity 75% Vanguard 25%
+00% $410M 8675 Pershing 100%
+00% $410M 8676 Schwab 100%
+00% $410M 8678 Schwab 86%
+00% $410M 8679 Schwab 100%
+00% $410M 8681 Schwab 100%
+00% $410M 8682 Fidelity 86%
+00% $410M 8683 Raymond James 100%
+00% $410M 8685 Schwab 100%
+00% $409M 8686 Schwab 100%
+00% $409M 8687 Schwab 100%
+00% $409M 8688 Schwab 100%
+00% $409M 8689 Schwab 100%
+00% $409M 8690 Schwab 100%
+00% $409M 8693 Schwab 100%
+00% $408M 8695 Advisory Solutions Group Plymouth, MN · 807 clients Hybrid Wealth Enhancement Brokerage Services, LLC, clears through National Financial Services (Fidelity) No custodian reported
+00% $408M 8696 Schwab 100%
+00% $408M 8697 Schwab 89%
+00% $408M 8698 LPL Financial 100%
+00% $408M 8699 Schwab 100%
+00% $408M 8701 Fidelity 100%
+00% $408M 8702 Schwab 100%
+00% $408M 8704 LPL Financial 100%
+00% $407M 8705 Schwab 100%
+00% $407M 8706 Schwab 100%
+00% $407M 8708 J.P. Morgan 54% UBS 24% Morgan Stanley 22%
+00% $407M 8709 Schwab 87%
+00% $407M 8710 Schwab 61% Fidelity 39%
+00% $407M 8711 RBC 100%
+00% $407M 8712 LPL Financial 100%
+00% $407M 8713 Schwab 100%
+00% $407M 8714 Schwab 100%
+00% $407M 8715 No custodian reported
+00% $407M 8716 Schwab 100%
+00% $406M 8717 Schwab 100%
+00% $406M Previous 40 Page 86 of 223 Next 40