| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | RONALD BLUE & CO LLC | 2,010,641 | 80,204,000 | 55.35% | ||
| 2 | Convergent Wealth Advisors | 307,138 | 12,252,000 | 8.46% | ||
| 3 | FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 263,000 | 10,491,000 | 7.24% | ||
| 4 | Regis Management CO LLC | 262,234 | 10,461,000 | 7.22% | ||
| 5 | MAI Capital Management | 214,178 | 8,544,000 | 5.90% | ||
| 6 | Crestwood Advisors Group, LLC | 191,050 | 7,621,000 | 5.26% | ||
| 7 | SENTINEL TRUST CO LBA | 168,313 | 6,714,000 | 4.63% | ||
| 8 | NORTH STAR ASSET MANAGEMENT INC | 107,913 | 4,305,000 | 2.97% | ||
| 9 | VAUGHAN DAVID INVESTMENTS LLC/IL | 33,780 | 1,347,000 | 0.93% | ||
| 10 | CONDOR CAPITAL MANAGEMENT | 29,723 | 1,186,000 | 0.82% | ||
| 11 | BOSTON RESEARCH & MANAGEMENT INC | 20,660 | 824,000 | 0.57% | ||
| 12 | FARR MILLER & WASHINGTON LLC/DC | 8,223 | 328,000 | 0.23% | ||
| 13 | Willingdon Wealth Management | 6,357 | 254,000 | 0.18% | ||
| 14 | Waldron Private Wealth LLC | 5,765 | 229,000 | 0.16% | ||
| 15 | Crosspoint Capital Strategies, LLC | 3,200 | 128,000 | 0.09% | ||
| 16 | KINGS POINT CAPITAL MANAGEMENT | 300 | 12,000 | 0.01% |
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.
