Suntrust Investment Services, Inc.
$808M reported client assets across 3 advisory firms in FY2017 annual amendments
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As 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.