10 largest TAMPs by assets in 2022
8. SmartX
Assets under management: $18.9 billion
Website: www.smartxadvisory.com
Custodian:TD Ameritrade Institutional, Charles Schwab, Fidelity Custody & Clearing (IWS and NFS), Pershing
(PAS and LLC), Interactive Brokers, APEX Clearing, AXOS Clearing
Type of products: TAMP, multicustodial UMA, SMAs, alternatives, outsourced CIO services, direct indexing, adviser-directed, BD-directed, tax harvesting