Trust Company Of America
$13.2B reported client assets across 35 advisory firms in FY2017 annual amendments
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Matson Money, Inc. | $3.2B | $16.8B | 19.0% | 03/30/2018 |
| Symmetry Partners, Llc. | $2.6B | $4.4B | 59.9% | 03/28/2018 |
| Flexible Plan Investments Ltd | $1.3B | $1.9B | 67.8% | 03/28/2018 |
| Bts Asset Management Inc | $832M | $1.8B | 46.6% | 03/29/2018 |
| Founders Financial Securities, Llc | $621M | $981M | 63.3% | 03/29/2018 |
| Horizon Investments Llc | $473M | $3.2B | 14.7% | 03/28/2018 |
| The Planning Center, Inc. | $433M | $709M | 61.1% | 03/27/2018 |
| Profitscore Capital Management, Inc. | $425M | $425M | 100.0% | 03/06/2018 |
| Usa Financial Formulas Llc | $424M | $562M | 75.4% | 03/29/2018 |
| Cfs Investment Advisory Services Llc | $277M | $1.1B | 26.0% | 03/27/2018 |
| Q3 Asset Management Corporation | $258M | $311M | 83.1% | 03/26/2018 |
| Strategic Equity Management, Inc. | $246M | $422M | 58.4% | 03/30/2018 |
| Interactive Financial Advisors, Inc. | $243M | $243M | 99.9% | 02/22/2018 |
| Usa Financial Exchange Llc | $220M | $220M | 100.0% | 03/29/2018 |
| Verity Asset Management, Inc. | $200M | $429M | 46.7% | 03/28/2018 |
| Gretchen Stangier, Inc. | $175M | $175M | 100.0% | 03/02/2018 |
| A & I Financial Services, Llc | $174M | $246M | 70.6% | 03/09/2018 |
| Cmg Capital Management Group, Inc. | $125M | $457M | 27.3% | 03/30/2018 |
| Mack Investment Securities, Inc. | $121M | $165M | 73.6% | 03/28/2018 |
| Invictus Timing Service Ltd | $113M | $113M | 100.0% | 03/30/2018 |
| Classic Asset Management, Llc | $113M | $153M | 74.1% | 03/01/2018 |
| Octant Quantitative Investment Management Llc | $98.3M | $164M | 59.8% | 01/17/2018 |
| Portfolio Design Services, Llc | $85.0M | $138M | 61.8% | 03/29/2018 |
| Cpr Investments Inc | $83.0M | $101M | 82.5% | 01/19/2018 |
| Atlas Capital Management Corp | $75.4M | $140M | 53.8% | 03/23/2018 |
| Apella Capital, Llc | $67.0M | $579M | 11.6% | 03/28/2018 |
| N | $42.6M | $119M | 35.8% | 03/26/2018 |
| Portfolio Strategies Inc | $33.7M | $183M | 18.4% | 03/30/2018 |
| Preston Wealth Advisors, Llc. | $29.7M | $122M | 24.4% | 03/27/2018 |
| Value Monitoring, Inc | $19.2M | $145M | 13.2% | 03/27/2018 |
| Financial Gravity Asset Management, Inc. | $19.2M | $164M | 11.7% | 11/30/2017 |
| Sfga Llc | $12.4M | $118M | 10.5% | 01/17/2018 |
| N | $12.0M | $380M | 3.2% | 03/30/2018 |
| Wisdom Financial Services, L.L.C. | $9.5M | $105M | 9.0% | 03/06/2018 |
| Amidon & Petersen Financials, Llc | $3.2M | $25.2M | 12.5% | 03/20/2018 |
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.