Filters Ownership Independent · 7,789 Wrap-program sponsor · 907 Bank-affiliated · 158 Public-company owned · 61
Size $1B+ $100M–$1B Under $100M
Custodian Custodian Any custodian Charles Schwab (5,741) Fidelity (1,962) BNY Pershing (436) LPL Financial (352) Raymond James (283) Interactive Brokers (241) Altruist (180) SEI (160) Fidelity Distributors Company (134) J.P. Morgan (111) Wells Fargo (104) Morgan Stanley (103) Goldman Sachs (91) RBC (82) Axos (81) UBS (70) Merrill / Bank of America (66) BNY (55) Northern Trust (43) Apex Fintech (39) Vanguard (39) U.S. Bank (35) Capital Client Group (33) Tiaa-Cref Individual & Institutional Services (31) TradePMR / Robinhood (28) Citi (27) Assetmark Brokerage (26) Betterment (22) Alpaca Securities (19) Assetmark Trust (19) Matrix Trust (16) State Street (15) Ascensus Broker Dealer Services (14) Nationwide Securities (14) American Funds (12) Assetmark (12) Nationwide Investment Services (12) Stonex Financial (12) Ascensus Trust (10) Fiduciary Trust (10) Bank Vontobel AG (9) Banque Pictet & CIE SA (9) Fifth Third Bank (9) Stifel, Nicolaus & Company, Incorporated (9) Hilltop Securities (8) Principal Securities (8) Empower Financial Services (7) National Bank Independent Network (7) American Trust Custody (6) Drivewealth (6) Equity Trust (6) First Clearing (6) John Hancock Distributors (6) MID Atlantic Trust (6) Pictet (6) Reliance Trust (6) U.S. Bancorp Investments (6) ADP (5) Capital Bank and Trust (5) E*Trade (5) Fiduciary Trust Company International (5) Fifth Third Securities (5) Inspira Financial (5) National Advisors Trust (5) PNC Bank (5) PNC Wealth Management (5) Rl360 (5) TIAA (5) ADP Broker-Dealer (4) Banco Santander (4) Bank Julius Baer & Co LTD (4) Broadridge Business Process Outsourcing (4) Comerica Bank (4) Dunham (4) Empower (4) Empower Trust Company (4) Equitable (4) Jackson National Life Distributors (4) Robert W. Baird & Co. Incorporated (4) Voya Financial Partners (4) One More than one None reported
Broker-dealer Hybrid Affiliated No ties
Their broker-dealer clears through Their broker-dealer clears through… Pershing (45) National Financial Services (Fidelity) (37) RBC Capital Markets (12) Apex Clearing (8) J.P. Morgan (7) Wells Fargo Clearing Services (7) Axos Clearing (6) Interactive Brokers (6) Hilltop Securities (5) Wedbush (5) BofA Securities (3) Raymond James (3) Stifel (3) LPL Financial (2) Vision Financial Markets (2) Charles Schwab (1) Robinhood (1) StoneX (1) Velocity Clearing (1) State State Every state Alabama (59) Alaska (4) Argentina (2) Arizona (161) Arkansas (42) Australia (1) Bermuda (1) Bolivia (1) Brazil (4) California (985) Canada (51) China (2) Colorado (226) Connecticut (144) Delaware (21) District of Columbia (10) Florida (537) Georgia (222) Germany (1) Guam (1) Hawaii (12) Hong Kong (4) Idaho (40) Illinois (316) India (7) Indiana (115) Iowa (71) Israel (4) Italy (1) Kansas (92) Kentucky (66) Louisiana (61) Maine (28) Malaysia (1) Maryland (136) Massachusetts (280) Mexico (4) Michigan (238) Minnesota (178) Mississippi (29) Missouri (130) Monaco (1) Montana (17) Nebraska (54) Nevada (48) New Hampshire (62) New Jersey (227) New Mexico (18) New York (673) North Carolina (196) North Dakota (8) Ohio (300) Oklahoma (66) Oregon (121) Pennsylvania (352) PR (7) Rhode Island (37) Romania (1) Singapore (3) South Carolina (87) South Dakota (10) Spain (1) Switzerland (38) Taiwan, Republic of China (1) Tennessee (144) Texas (554) Turkey (1) United Arab Emirates (2) United Kingdom (28) Utah (99) Vermont (28) Virginia (198) Washington (197) West Virginia (8) Wisconsin (136) Wyoming (15) SEC-registered firms that manage at least half their assets for individuals and high-net-worth individuals. Bank-affiliated: a related bank or thrift (Form ADV Item 7.A). Public-company owned: controlled by a public reporting company (Item 10).
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15177 Laidlaw Wealth Management LLC New York, NY · 123 clients Hybrid Laidlaw & Company (UK) LTD., Laidlaw & Company International, LTD, clears through StoneX Schwab 100%
+00% $108M 15178 No custodian reported
+00% $108M 15180 Schwab 100%
+00% $108M 15181 Schwab 100%
+00% $108M 15182 Raymond James 100%
+00% $108M 15183 Fidelity 100%
+00% $108M 15187 Schwab 100%
+00% $108M 15188 Schwab 100%
+00% $108M 15189 Schwab 100%
+00% $108M 15190 Schwab 100%
+00% $108M 15191 Schwab 100%
+00% $108M 15192 Fidelity 100%
+00% $108M 15193 Schwab 100%
+00% $108M 15194 Schwab 100%
+00% $107M 15195 Schwab 100%
+00% $107M 15196 Schwab 100%
+00% $107M 15197 Schwab 100%
+00% $107M 15198 LPL Financial 100%
+00% $107M 15199 Schwab 100%
+00% $107M 15201 Schwab 100%
+00% $107M 15202 Fidelity 100%
+00% $107M 15204 Schwab 100%
+00% $107M 15205 Schwab 100%
+00% $107M 15206 Schwab 100%
+00% $107M 15207 LPL Financial 100%
+00% $107M 15208 Schwab 100%
+00% $107M 15209 Fidelity 100%
+00% $107M 15210 Schwab 99%
+00% $107M 15211 Schwab 100%
+00% $107M 15212 LPL Financial 100%
+00% $107M 15214 Schwab 100%
+00% $107M 15215 Schwab 65% Wells Fargo 35%
+00% $107M 15216 Schwab 100%
+00% $107M 15217 No custodian reported
+00% $107M 15218 Schwab 55% J.P. Morgan 25%
+00% $107M 15219 Raymond James 100%
+00% $107M 15221 Schwab 100%
+00% $107M 15222 Schwab 100%
+00% $107M 15223 Fidelity 82%
+00% $107M 15224 Schwab 100%
+00% $107M Previous 40 Page 203 of 223 Next 40