Argent Institutional Trust Company
$655M reported client assets across 1 advisory firms in FY2026 annual amendments
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Baker Tilly Wealth Management, Llc | $655M | $5.2B | 12.6% | 08/28/2026 |
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.