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 and Washington (although they are present in other states as well).
Most TD Ameritrade Trust Company clients are outpatient health care practitioners and facilities, elementary and secondary schools, and hospitals with revenues ranging from $14 million to $109 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Andrus | 501(c)(3) | Yonkers, NY | ||
| 2 | Lake Forest Country Day School (LFCDS) | 501(c)(3) | Lake Forest, IL | ||
| 3 | Community Psychiatric Clinic (CPC) | 501(c)(3) | Seattle, WA | ||
| 4 | American College of Chest Physicians (ACCP) | 501(c)(3) | Glenview, IL | ||
| 5 | Hagley Museum and Library | 501(c)(3) | Wilmington, DE | ||
| 6 | 1199SEIU United Healthcare Workers East | 501(c)(5) | New York, NY | ||
| 7 | Fisher Titus Medical Center | 501(c)(3) | Norwalk, OH | ||
| 8 | Comprehensive Healthcare (CWCMH) | 501(c)(3) | Yakima, WA | ||
| 9 | University Hospitals Samaritan Medical Center | 501(c)(3) | Ashland, OH | ||
| 10 | Covenant Hospice | 501(c)(3) | Pensacola, FL | ||
| ... | and 24 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 Fidelity, Merrill Lynch, Kestra Advisory Services LLC, Matrix Trust Company, Global Retirement Partners LLC, Raymond James and Associates, Brighthouse Life Insurance Company, Newport Group, Inc., RBC Wealth Management, and Ascensus.
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