TD Ameritrade is a firm that provides investment management, commercial bank, fiduciary trustee, administrative support, and third party administration to nonprofit clients. They operate nationwide, with nonprofit clients using their services across the country.
Most TD Ameritrade clients are hospitals and outpatient health care practitioners and facilities with revenues ranging from $34 million to $341 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | National Rural Electric Cooperative Association (NRECA) | 501(c)(6) | Arlington, VA | ||
| 2 | Hall-Perrine Foundation | 501(c)(3) | Cedar Rapids, IA | ||
| 3 | Community Health Network | 501(c)(3) | Indianapolis, IN | ||
| 4 | Heritage Valley Sewickley and Heritage Valley Beaver | 501(c)(3) | Sewickley, PA | ||
| 5 | Wentworth-Douglass Hospital | 501(c)(3) | Dover, NH | ||
| 6 | Deborah Heart and Lung Center | 501(c)(3) | Browns Mills, NJ | ||
| 7 | Sinai Health System | 501(c)(3) | Chicago, IL | ||
| 8 | Society of Petroleum Engineers | 501(c)(3) | Richardson, TX | ||
| 9 | Rehabilitation Hospital of Indiana (RHI) | 501(c)(3) | Indianapolis, IN | ||
| 10 | Occupational Training Center of Burlington County (OTC) | 501(c)(3) | Burlington, NJ | ||
| ... | and 31 more TD Ameritrade not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to TD Ameritrade in the nonprofit sector include Fidelity Investments, Newport Group, Inc., Massachusetts Mutual Life Insurance Co., Benefit Plans Admin Services, Inc., Capfinancial Partners, LLC, State Street Global Advisors, Kestra Advisory Services LLC, Global Retirement Partners LLC, Metlife Insurance Company, and Metlife.
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