TD Ameritrade is a firm that provides investment management, commercial bank, fiduciary trustee, financial advisor, and administrative support to nonprofit clients. They operate nationwide, with nonprofit clients using their services across the country.
Most TD Ameritrade clients are hospitals, grantmaking foundations, credit unions, and outpatient health care practitioners and facilities with revenues ranging from $31 million to $338 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | National Rural Electric Cooperative Association (NRECA) | 501(c)(6) | Arlington, VA | ||
| 2 | Resources for Human Development (RHD) | 501(c)(3) | Philadelphia, PA | ||
| 3 | Community Health Network | 501(c)(3) | Indianapolis, IN | ||
| 4 | Greater Baltimore Medical Center (GBMC) | 501(c)(3) | Baltimore, MD | ||
| 5 | Heritage Valley Sewickley Heritage Valley Beaver and Heritage Valley Kennedy | 501(c)(3) | Sewickley, PA | ||
| 6 | Wentworth-Douglass Hospital | 501(c)(3) | Dover, NH | ||
| 7 | Citrus Health Network | 501(c)(3) | Hialeah, FL | ||
| 8 | Baylor Scott & White Holdings (BSWH) | 501(c)(3) | Dallas, TX | ||
| 9 | The Child Center of Ny | 501(c)(3) | Forest Hills, NY | ||
| 10 | Sinai Health System | 501(c)(3) | Chicago, IL | ||
| ... | and 34 more TD Ameritrade not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to TD Ameritrade in the nonprofit sector include Charles Schwab Bank, Massachusetts Mutual Life Insurance Co., Newport Trust Company, Newport Group, Inc., Vanguard Group, Inc., Sei Investments, Ascensus, Ubs Financial Services Inc, RBC Wealth Management, and Morgan Stanley Smith Barney LLC.
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