Intl Fcstone Financial Inc.
$2.4B reported client assets across 7 advisory firms in FY2017 annual amendments
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Stonex Advisors Inc. | $1.2B | $1.2B | 96.9% | 12/22/2017 |
| Capwealth Advisors, Llc | $523M | $821M | 63.7% | 03/31/2018 |
| Meg Green & Associates, Inc. | $401M | $572M | 70.1% | 03/27/2018 |
| United Capital Management Of Kansas, Inc. | $152M | $152M | 100.0% | 02/15/2018 |
| Revere Wealth Management Llc | $77.1M | $77.1M | 100.0% | 03/30/2018 |
| Capital Investment Advisory Services, Llc | $65.6M | $532M | 12.3% | 03/26/2018 |
| Hilbert 8, Llc | $8.4M | $62.3M | 13.5% | 03/29/2018 |
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.