10 largest TAMPs by assets in 2023
7. SmartX
Total assets: $28.5 billion ($17.5 billion AUM, $11 billion AUA)
Website: www.smartxadvisory.com
Custodians: TD Ameritrade Institutional, Charles Schwab, Fidelity Custody & Clearing (IWS and NFS), Goldman Sachs Advisor Solutions, Pershing (PAS and LLC), Interactive Brokers, Apex Clearing, Axos Clearing
Type of products: TAMP, multicustodial UMA, SMAs, alternatives, outsourced CIO services, direct indexing, advisor-directed, B/D directed, tax harvesting, billing, cash management, custom managed accounts solutions, trading OMS