AUMdb

Blackrock

$2.9M reported client assets across 2 advisory firms in FY2018 annual amendments

Advisory firmRAUM at custodianFirm total AUMShareAs of
Greenwood Gearhart, Llc $2.1M $463M 0.5% 12/19/2018
Centric Wealth Management, Llc $798K $695M 0.1% 03/14/2019

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.