Directory counts · not a ranking
What this directory has actually published
These figures are counts of the firm Markdown files in this repository. They are not a census of the U.S. QI industry, not a market share, and not a safety score. A firm can be competent and still sit in the “unknown” column because it did not print the fact on a page we cited. Newest firm-file updated date in the collection: .
Counts from 91 firm files
| Field (as stored) | Count | How it is counted |
|---|---|---|
| Firm files | 91 | Every src/content/firms/*.md that builds. |
| Company FEA = yes | 36 | Firm page cited as company membership — not a personal CES® bio. |
| Company FEA = unknown | 55 | Unpublished on cited pages. |
| CES® on staff or named holders | 44 | CES index |
| Funds held = segregated | 62 | Firm published a segregation sentence we stored. Not a lockbox audit. |
| Funds held = unknown | 29 | No stored segregation or commingle finding. |
| Dual-signature = yes | 23 | Published dual-control or dual-authorization sentence. |
| Dual-signature = unknown | 61 | Unpublished wire control. |
| Reverse published | 76 | Reverse index |
| Improvement published | 70 | Improvement index |
| DST administration published | 11 | QI said it administers DST-as-replacement files. Not a sponsor count. See QI vs DST. |
| Fee field contains a $ | 19 | A dollar appears in that file’s feeStructure. Not a market average. See QI fees. |
| Fidelity bond dollars stored | 18 | Only when the firm page printed a limit we copied. |
| E&O dollars stored | 19 | Same rule as fidelity. |
| Parent field starts with “Independent” | 46 | Independent index |
| Institutional / named corporate parent | 32 | Institutional index |
FAQ
Are these ratings?
No. Each number is a count of Markdown custody files in this repo that currently store a given published field. Unknown means the cited firm pages did not publish the fact. A thicker disclosure is not a grade.
Why is the fee-card count smaller than the firm count?
Most listed QIs do not print a dollar on the pages cited for their files. The fee-card count is files whose feeStructure field contains a dollar sign — that firm’s published number, not a market average. See QI fees.
Related
Sources
The firm Markdown collection in this repository, built 91 files at last compile. No third-party industry census is used. This page is not tax, legal, or investment advice.