TD Ameritrade Trust Company is a company that provides commercial bank, fiduciary trustee, administrative support, investment management, and third party administration to nonprofit clients. They primarily provide their services regionally, with most clients in Florida (although they are present in other states as well).
Most TD Ameritrade Trust Company clients are hospitals, elementary and secondary schools, outpatient health care practitioners and facilities, inpatient nursing, hospice, and rehabilitative care facilities, individual and family services, vocational rehabilitation services, and museums, historical sites, and similar institutions with revenues ranging from $13 million to $82 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Community Psychiatric Clinic (CPC) | 501(c)(3) | Seattle, WA | ||
| 2 | American College of Chest Physicians (ACCP) | 501(c)(3) | Glenview, IL | ||
| 3 | Hagley Museum and Library | 501(c)(3) | Wilmington, DE | ||
| 4 | 1199SEIU United Healthcare Workers East | 501(c)(5) | New York, NY | ||
| 5 | University Hospitals Samaritan Medical Center | 501(c)(3) | Ashland, OH | ||
| 6 | Hendricks Community Hospital Association (HCHA) | 501(c)(3) | Hendricks, MN | ||
| 7 | Covenant Hospice | 501(c)(3) | Pensacola, FL | ||
| 8 | Mount Olivet Cemetery Association | 501(c)(13) | Fort Worth, TX | ||
| 9 | Trinity Academy of Raleigh | 501(c)(3) | Raleigh, NC | ||
| 10 | Arc of Putnam County | 501(c)(3) | Palatka, FL | ||
| ... | and 1 more TD Ameritrade Trust Company not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to TD Ameritrade Trust Company in the nonprofit sector include Voya Retirement Insurance and Annuity Co., Benefit Plans Admin Services, Inc., Capfinancial Partners, LLC, Matrix Trust Company, Fidelity, Kestra Advisory Services LLC, Raymond James and Associates, Massachusetts Mutual Life Insurance Co., Charles Schwab Bank, and Brighthouse Life Insurance Company.
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