| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | RONALD BLUE & CO LLC | 2,468,384 | 97,229,000 | 56.84% | ||
| 2 | Crestwood Advisors Group, LLC | 322,556 | 12,705,000 | 7.43% | ||
| 3 | FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 263,441 | 10,377,000 | 6.07% | ||
| 4 | MAI Capital Management | 254,524 | 10,026,000 | 5.86% | ||
| 5 | SENTINEL TRUST CO LBA | 218,101 | 8,591,000 | 5.02% | ||
| 6 | Regis Management CO LLC | 183,491 | 7,228,000 | 4.23% | ||
| 7 | ANCHOR CAPITAL ADVISORS LLC | 171,958 | 6,773,000 | 3.96% | ||
| 8 | Kinsight, LLC | 170,959 | 6,734,000 | 3.94% | ||
| 9 | NORTH STAR ASSET MANAGEMENT INC | 146,976 | 5,789,000 | 3.38% | ||
| 10 | CONDOR CAPITAL MANAGEMENT | 50,864 | 2,004,000 | 1.17% | ||
| 11 | VAUGHAN DAVID INVESTMENTS LLC/IL | 33,780 | 1,331,000 | 0.78% | ||
| 12 | BOSTON RESEARCH & MANAGEMENT INC | 25,090 | 988,000 | 0.58% | ||
| 13 | FARR MILLER & WASHINGTON LLC/DC | 10,516 | 414,000 | 0.24% | ||
| 14 | Waldron Private Wealth LLC | 8,309 | 327,000 | 0.19% | ||
| 15 | ARGENT CAPITAL MANAGEMENT LLC | 7,140 | 281,000 | 0.16% | ||
| 16 | Willingdon Wealth Management | 6,969 | 275,000 | 0.16% |
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.
