AUMdb

Custodians

Ranked by FY2025 reported client assets held — from Form ADV Schedule D 5.K.(3), where advisers name every custodian holding 10%+ of their separately-managed-account assets and the dollar amount.

#CustodianReported RAUM at custodianAdvisory firms
851 Protective Life Insurance Company $2.3M 1
852 Netxinvestor $2.1M 1
853 American Stock Transfer & Trust Co. Llc $1.9M 1
854 Orion Portfolio Solutions $1.9M 1
855 Rqd* Clearing, Llc $1.8M 2
856 Tradier Brokerage, Inc. $1.8M 1
857 Impactassets, Inc $1.7M 1
858 Retirement Plan Consultants $1.6M 1
859 Copper Technologies $1.6M 1
860 Bitgo, Inc. $1.5M 1
861 My529 $1.4M 1
862 Adp Strategic Plan Services $1.4M 1
863 Prudential Annuities Distributors, Inc $1.2M 1
864 Utah Educational Savings Plan $1.1M 1
865 Itau International Securities Inc. $953K 1
866 Corredora De Bolsa Sura, S.A. $917K 1
867 Copper Technologies (Switzerland) Ag $911K 1
868 Invesco Distributors, Inc. $894K 1
869 North Capital Private Securities Corporation $889K 1
870 Bankunited $754K 1
871 Options Clearing Corp $745K 1
872 Caja De Valores Y Liquidaciones Del Peru $634K 1
873 Florida Department Of Financial Services $600K 1
874 Jefferson Nation $507K 1
875 The Toronto Dominion Bank $480K 1
876 D&P Corredores De Bolsa $457K 1
877 Ktrade Through Fidelity $412K 1
878 Randall & Hurley $358K 1
879 Absolute Capital $350K 1
880 Lt Trust Company $304K 1
881 Zurich International Life Limited $287K 1
882 Nest Services Limited $260K 1
883 Finanzas Y Negocios S.A.Corredores De Bolsa $216K 1
884 Boa Capital Securities $210K 1
885 Mirae Asset Securities (Usa) Inc. $170K 1
886 Presidential Bank $138K 1
887 Xp Investments Us, Llc $122K 1
888 Transamerica Life Insurance Company $94.4K 1
889 Green Pier Fintech Llc $74.5K 1
890 Dreyfus Institutional Dept $65.4K 1
891 Betterment $48.9K 1
892 Banco Itau Uruguay S.A. $9.0K 1
893 Aplo Sas $295 1

Uses each firm's latest annual updating amendment for FY2025. Custodian families include separately reported subsidiaries or acquired platforms. Covers advisers with separately managed accounts naming a custodian at the 10%+ threshold. Brochure-mined custodians without amounts appear on individual firm pages.