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, credit unions, outpatient health care practitioners and facilities, and grantmaking foundations with revenues ranging from $29 million to $347 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 33 more TD Ameritrade not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to TD Ameritrade in the nonprofit sector include Alerus Financial, N.a., Global Retirement Partners LLC, Kestra Advisory Services LLC, Fidelity, Matrix Trust Company, Raymond James and Associates, Voya Retirement Insurance and Annuity Co., Benefit Plans Admin Services, Inc., Capital Research and Management Company, and Ubs Financial Services, Inc..
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