Bank Broker Dealer Study List of Participants

List of Participants for 2022–2023 Bank BD Study


The following 22 banks participated in the Bank BD Survey:


Arvest Asset Management

Associated Investment Services, Inc.

Bankoh Investment Services

Citi Personal Wealth

Citizens Securities, Inc.

Comerica Securities

Copper Financial Network, LLC

Fifth Third Securities

First Citizens Investor Services

First Horizon Advisors, Inc.

Frost Investment Services, LLC

Hancock Whitney Financial Consultants

Huntington Financial Advisors

Key Investment Services 

Navy Federal Investment Services

Synovus Securities

TD Investment Services

Unionbanc Investment Services

United Brokerage Services

WesBanco Securities

Wescom Financial Services

Wintrust Investments