10 largest TAMPs by assets
Envestnet
TAMP AUM: $215 billion
Website: Envestnet.com
Custodian: Fidelity IWS, National Financial, Charles Schwab, Pershing, TD Ameritrade, JP Morgan, RBC, First Clearing, Stern Agee and others
Type of program: Mutual fund wrap, traditional SMA, model-only SMA, UMA/UMH, third party strategists