Blackrock
$2.9M reported client assets across 2 advisory firms in FY2018 annual amendments
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As 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.