Johnstone Brokerage Services, Llc
$28.5M reported client assets across 1 advisory firms in FY2025 annual amendments
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Aligne Wealth Preservation & Insurance Services, Llc. | $28.5M | $224M | 12.7% | 01/21/2026 |
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.