Advisors are able to run household-level reports filtered for just Accounts within the Household identified as Managed or Unmanaged:

The cover page of household-level reports specifies if the report was run for All Accounts, Managed Accounts, or Unmanaged Accounts:

For reports that contain both Managed and Unmanaged Accounts, Unmanaged Accounts are indicated with a ** in front of the account name:

In addition, an additional disclosure is added to the disclaimer section at the end of the report explaining that the ** indicates accounts not managed by the Advisor: