First Tennessee Bank National Association
$3.4B reported client assets across 5 advisory firms in FY2018 annual amendments
Reported client assets over time
$3.4B
$3.4B
2017
2018
Same-firm comparison: 4 firms that reported First Tennessee Bank National Association in both FY2017 and FY2018 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.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| N | $2.6B | $6.1B | 41.8% | 03/29/2019 |
| Highland Capital Management, Llc | $424M | $2.7B | 16.0% | 03/19/2019 |
| Martin & Company, Inc | $406M | $1.5B | 27.4% | 03/25/2019 |
| Brooks, Moore & Associates, Inc. | $50.4M | $208M | 24.2% | 03/30/2019 |
| Sustainable Insight Capital Management, Llc | $4.9M | $190M | 2.6% | 03/22/2019 |
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.