Tiaa Financial Services

$795M reported client assets across 2 advisory firms in FY2019 annual amendments

Advisory firm	RAUM at custodian	Firm total AUM	Share	As of
Cbiz Investment Advisory Services, Llc	$793M	$4.3B	18.5%	03/30/2020
Black Diamond Financial, Llc	$2.1M	$365M	0.6%	03/26/2020

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.