| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | RONALD BLUE & CO LLC | 863,989 | 18,550,000 | 64.15% | ||
| 2 | Waldron Private Wealth LLC | 304,757 | 6,585,000 | 22.77% | ||
| 3 | Evensky & Katz LLC | 63,348 | 1,360,000 | 4.70% | ||
| 4 | AVIANCE CAPITAL MANAGEMENT, LLC | 59,806 | 1,284,000 | 4.44% | ||
| 5 | ANCHOR CAPITAL ADVISORS LLC | 33,974 | 729,000 | 2.52% | ||
| 6 | Windham Capital Management, LLC | 18,750 | 403,000 | 1.39% | ||
| 7 | QUADRANT CAPITAL GROUP LLC | 333 | 7,000 | 0.02% |
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
