| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | RONALD BLUE & CO LLC | 2,844,808 | 118,402,000 | 68.56% | ||
| 2 | FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 298,575 | 12,427,000 | 7.20% | ||
| 3 | SENTINEL TRUST CO LBA | 271,911 | 11,317,000 | 6.55% | ||
| 4 | MAI Capital Management | 234,724 | 9,769,000 | 5.66% | ||
| 5 | NORTH STAR ASSET MANAGEMENT INC | 150,189 | 6,251,000 | 3.62% | ||
| 6 | Regis Management CO LLC | 135,052 | 5,621,000 | 3.25% | ||
| 7 | Crestwood Advisors Group, LLC | 73,654 | 3,065,000 | 1.77% | ||
| 8 | BOSTON RESEARCH & MANAGEMENT INC | 53,577 | 2,229,000 | 1.29% | ||
| 9 | VAUGHAN DAVID INVESTMENTS LLC/IL | 33,780 | 1,406,000 | 0.81% | ||
| 10 | FARR MILLER & WASHINGTON LLC/DC | 12,627 | 526,000 | 0.30% | ||
| 11 | Willingdon Wealth Management | 11,745 | 489,000 | 0.28% | ||
| 12 | Waldron Private Wealth LLC | 8,309 | 327,000 | 0.19% | ||
| 13 | ANCHOR CAPITAL ADVISORS LLC | 7,379 | 307,000 | 0.18% | ||
| 14 | Kinsight, LLC | 6,985 | 291,000 | 0.17% | ||
| 15 | ARGENT CAPITAL MANAGEMENT LLC | 6,385 | 266,000 | 0.15% |
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.
