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Custodians ranked by number of RIA custody clients

FirmAddressCity, State ZipPhoneWebsiteHead of RIA custody business2014 # of clients% change vs. 20132014 assets under custody% changeMinimum assets…

FirmAddressCity, State ZipPhoneWebsiteHead of RIA custody business2014 # of clients% change vs. 20132014 assets under custody% changeMinimum assets of advisersSchwab Advisor Services211 Main St.San Francisco, CA 94105(877) 687-4085www.advisorservices.schwab.com Bernie Clark (executive vice president

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