Fifth Third Bank

$24.1B reported client assets across 29 advisory firms in FY2022 annual amendments

Reported client assets over time

$2.9B $18.8B

2017 2022

Same-firm comparison: 22 firms that reported Fifth Third Bank in both FY2021 and FY2022 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy. 2017, 2018, 2019, 2020 are shown but partial — only FY2017: 8 cohort firms, FY2018: 10 cohort firms, FY2019: 15 cohort firms, FY2020: 15 cohort firms.

Advisory firm	RAUM at custodian	Firm total AUM	Share	As of
Mainstreet Investment Advisors Llc	$8.1B	$14.4B	56.3%	03/29/2023
Bahl & Gaynor Llc	$3.1B	$17.5B	17.5%	03/08/2023
Asset Allocation & Management Company, Llc	$2.8B	$24.0B	11.8%	03/17/2023
Ancora Advisors Llc	$1.9B	$4.1B	45.7%	03/30/2023
Nutter Investment Advisors Limited Partnership	$1.8B	$2.1B	85.4%	03/23/2023
Nicolet Advisory Services, Llc	$1.1B	$2.9B	36.9%	03/31/2023
Stadion Money Management, Llc	$1.0B	$2.0B	50.6%	03/24/2023
Alphaengine Global Investment Solutions Llc	$700M	$2.6B	27.1%	03/21/2023
Tiptree Advisors, Llc	$696M	$929M	74.9%	03/31/2023
Reynders, Mcveigh Capital Management, Llc	$561M	$3.2B	17.3%	03/31/2023
Fuller & Thaler Asset Management Inc	$429M	$16.4B	2.6%	03/27/2023
Weatherbie Capital, Llc	$318M	$2.3B	13.8%	03/31/2023
Axar Capital Management Lp	$242M	$2.3B	10.5%	03/07/2023
S.A. Mason, Llc	$235M	$454M	51.6%	03/07/2023
Neumeier Poma Investment Counsel Llc	$223M	$1.7B	13.2%	05/20/2022
Resources Management Corp	$188M	$852M	22.1%	03/21/2023
Sarofim Trust Co., Lta	$180M	$811M	22.2%	03/30/2023
Penobscot Investment Management Company, Inc.	$113M	$693M	16.3%	03/27/2023
Integrity Fixed Income Management, Llc	$66.4M	$620M	10.7%	03/29/2023
Mpi Wealth Management Llc	$64.1M	$233M	27.5%	03/27/2023
Marietta Investment Partners, Llc	$52.4M	$482M	10.9%	03/30/2023
Alpha Investment Consulting Group, Llc	$51.0M	$465M	11.0%	03/24/2023
Wertz York Capital Management Group, Llc	$50.1M	$10.9B	0.5%	03/30/2023
Maguire Investments Llc	$33.0M	$220M	15.0%	03/30/2023
City Different Holdings Lp	$32.1M	$157M	20.4%	03/30/2023
Integrity Investment Advisors, Llc	$18.3M	$125M	14.6%	03/13/2023
Rocky Mountain Private Wealth Management, L.L.C.	$16.0M	$61.6M	26.0%	03/28/2023
North Shore Private Asset Management, Llc	$14.5M	$349M	4.1%	03/31/2023
Dunham & Associates Investment Counsel, Inc.	$11.2M	$2.9B	0.4%	03/24/2023

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.