Comerica Bank Trust National Association
$23.0B reported client assets across 23 advisory firms in FY2023 annual amendments
Reported client assets over time
Same-firm comparison: 21 firms that reported Comerica Bank Trust National Association in both FY2022 and FY2023 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy. 2017, 2018, 2019, 2020 are shown but partial — only FY2017: 7 cohort firms, FY2018: 9 cohort firms, FY2019: 13 cohort firms, FY2020: 16 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Yousif Capital Management, Llc | $9.9B | $15.0B | 65.8% | 03/26/2024 |
| Bricktown Capital Llc | $2.9B | $9.9B | 29.3% | 03/28/2024 |
| Rbc Global Asset Management (U.S.) Inc. | $2.6B | $79.9B | 3.3% | 01/29/2024 |
| Public Equity Partners, Llc | $1.8B | $6.5B | 27.9% | 09/29/2023 |
| N | $1.6B | $11.0B | 14.6% | 03/28/2024 |
| National Investment Services Of America, Llc | $772M | $9.8B | 7.8% | 03/29/2024 |
| New Century Partners | $678M | $804M | 84.3% | 12/22/2023 |
| W1 M Wealth Management Limited | $421M | $2.4B | 17.6% | 09/29/2023 |
| R Squared Bm Llc | $360M | $3.6B | 10.1% | 03/28/2024 |
| Checchi Capital Advisers, Llc | $286M | $1.9B | 15.0% | 03/28/2024 |
| Performa Limited (Us), Llc | $223M | $3.4B | 6.6% | 03/21/2024 |
| Lcg Associates, Inc. | $213M | $2.0B | 10.9% | 03/27/2024 |
| Chickasaw Capital Management, Llc | $203M | $2.0B | 10.3% | 03/28/2024 |
| The De Burlo Group, Inc. | $165M | $943M | 17.5% | 03/29/2024 |
| Optimum Quantvest Corporation | $153M | $575M | 26.7% | 03/11/2024 |
| Crewcial Partners Llc | $149M | $1.1B | 13.4% | 04/01/2024 |
| Oppenheimer Investment Management Llc | $134M | $852M | 15.7% | 03/07/2024 |
| Asset Consulting Group, Llc | $130M | $782M | 16.6% | 03/29/2024 |
| Robinson Capital Management, Llc | $123M | $1.2B | 10.0% | 02/15/2024 |
| Heron Bay Capital Management, Llc | $69.5M | $563M | 12.4% | 03/21/2024 |
| Liberty Capital Management Inc | $41.9M | $605M | 6.9% | 02/06/2024 |
| Iridian Asset Management Llc | $34.9M | $372M | 9.4% | 03/19/2024 |
| Schwartz Investment Counsel Inc | $20.1M | $3.3B | 0.6% | 03/08/2024 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.