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.

#	Custodian	Reported RAUM at custodian	Advisory firms
351	Truist Securities, Inc.	$658M	2
352	Oneamerica Securities, Inc.	$654M	2
353	County Bank	$653M	1
354	Rothschild & Co Bank Ag	$651M	2
355	Federal Home Loan Bank Of Atlanta: Fhlbank Atlanta	$651M	2
356	Reliance Trust / Fis Global	$646M	1
357	Nottingham Trust Company	$639M	1
358	John Hancock Investment Management Distributors Llc	$636M	3
359	Nydig Trust Company Llc	$631M	1
360	Bank Of Montreal	$625M	2
361	Fidelity Managed And Research Company	$621M	3
362	Benefit Plans Administrative Services, Inc.	$620M	1
363	Transamerica Investors Securities Corporation	$620M	1
364	Jpm Chase Bank N.A. London	$582M	2
365	Trustmark National Bank	$581M	2
366	Silicon Valley Bank	$575M	1
367	Alloya Federal Credit Union	$572M	1
368	Riyadh Capital	$571M	2
369	J. P. Morgan Securities Llc	$565M	1
370	The Standard	$554M	5
371	Central Trust Company, A Division Of The Central Trust Bank	$554M	1
372	United Banker's Bank	$547M	1
373	Tocqueville Securities L.P.	$547M	1
374	Hand Benefits & Trust	$540M	6
375	Banco Popular De Puerto Rico	$532M	1
376	Manufacturers & Traders Bank	$530M	1
377	Mid Atlantic Capital Corporation	$523M	3
378	Fidelity Capital Corporation, Inc.	$513M	2
379	Bgl Bnp Paribas	$512M	1
380	Hsbc Private Bank (C.I.) Limited	$509M	1
381	Nationwide Securities, Llc	$507M	13
382	U.S. Trust, Bank Of America	$506M	3
383	Caisse Des Depots Et Consignations	$505M	2
384	Union Bancaire Privee, Ubp S.A.	$504M	3
385	Fidelity Global Brokerage Group, Inc	$502M	1
386	Beta Capital Securities Llc	$496M	3
387	Capital One Bank	$488M	2
388	Bank J. Safra Sarasin (Bahamas) Ltd.	$476M	2
389	Hsbc Saudi Arabia	$464M	1
390	Julius Baer	$461M	4
391	Transamerica Retirement Solutions, Llc	$458M	3
392	Ceffu	$456M	1
393	Bmo Harris Bank N.A.	$456M	1
394	Edmond De Rothschild Monaco	$454M	2
395	Ss&C Technologies, Inc.	$454M	1
396	Banca Julius Baer Zurigo	$449M	1
397	Efg Bank & Trust (Bahamas) Ltd	$447M	2
398	Truist, Inc.	$444M	1
399	Bny	$444M	2
400	Great Grey Trust Compamy	$429M	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.