Fifth Third Bank
$24.1B reported client assets across 29 advisory firms in FY2022 annual amendments
Reported client assets over time
Same-firm comparison: 22 firms that reported Fifth Third Bank in both FY2021 and FY2022 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: 8 cohort firms, FY2018: 10 cohort firms, FY2019: 15 cohort firms, FY2020: 15 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Mainstreet Investment Advisors Llc | $8.1B | $14.4B | 56.3% | 03/29/2023 |
| Bahl & Gaynor Llc | $3.1B | $17.5B | 17.5% | 03/08/2023 |
| Asset Allocation & Management Company, Llc | $2.8B | $24.0B | 11.8% | 03/17/2023 |
| Ancora Advisors Llc | $1.9B | $4.1B | 45.7% | 03/30/2023 |
| Nutter Investment Advisors Limited Partnership | $1.8B | $2.1B | 85.4% | 03/23/2023 |
| Nicolet Advisory Services, Llc | $1.1B | $2.9B | 36.9% | 03/31/2023 |
| Stadion Money Management, Llc | $1.0B | $2.0B | 50.6% | 03/24/2023 |
| N | $700M | $2.6B | 27.1% | 03/21/2023 |
| Tiptree Advisors, Llc | $696M | $929M | 74.9% | 03/31/2023 |
| Reynders, Mcveigh Capital Management, Llc | $561M | $3.2B | 17.3% | 03/31/2023 |
| Fuller & Thaler Asset Management Inc | $429M | $16.4B | 2.6% | 03/27/2023 |
| Weatherbie Capital, Llc | $318M | $2.3B | 13.8% | 03/31/2023 |
| Axar Capital Management Lp | $242M | $2.3B | 10.5% | 03/07/2023 |
| S.A. Mason, Llc | $235M | $454M | 51.6% | 03/07/2023 |
| Neumeier Poma Investment Counsel Llc | $223M | $1.7B | 13.2% | 05/20/2022 |
| Resources Management Corp | $188M | $852M | 22.1% | 03/21/2023 |
| Sarofim Trust Co., Lta | $180M | $811M | 22.2% | 03/30/2023 |
| Penobscot Investment Management Company, Inc. | $113M | $693M | 16.3% | 03/27/2023 |
| Integrity Fixed Income Management, Llc | $66.4M | $620M | 10.7% | 03/29/2023 |
| Mpi Wealth Management Llc | $64.1M | $233M | 27.5% | 03/27/2023 |
| Marietta Investment Partners, Llc | $52.4M | $482M | 10.9% | 03/30/2023 |
| Alpha Investment Consulting Group, Llc | $51.0M | $465M | 11.0% | 03/24/2023 |
| Wertz York Capital Management Group, Llc | $50.1M | $10.9B | 0.5% | 03/30/2023 |
| Maguire Investments Llc | $33.0M | $220M | 15.0% | 03/30/2023 |
| City Different Holdings Lp | $32.1M | $157M | 20.4% | 03/30/2023 |
| Integrity Investment Advisors, Llc | $18.3M | $125M | 14.6% | 03/13/2023 |
| Rocky Mountain Private Wealth Management, L.L.C. | $16.0M | $61.6M | 26.0% | 03/28/2023 |
| North Shore Private Asset Management, Llc | $14.5M | $349M | 4.1% | 03/31/2023 |
| Dunham & Associates Investment Counsel, Inc. | $11.2M | $2.9B | 0.4% | 03/24/2023 |
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.