AUMdb

Suntrust Investment Services, Inc.

$808M reported client assets across 3 advisory firms in FY2017 annual amendments

Advisory firmRAUM at custodianFirm total AUMShareAs of
Wilbanks, Smith & Thomas Asset Management, Llc $464M $3.0B 15.7% 03/27/2018
Saratoga Research & Investment Management $278M $2.1B 13.1% 03/29/2018
Stonebridge Advisors Llc $67.2M $8.2B 0.8% 03/01/2018

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.