| 1 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC |
3,237,859 |
147,679,000 |
41.85% |
|
|
| 2 |
RONALD BLUE & CO LLC |
3,215,537 |
146,660,000 |
41.56% |
|
|
| 3 |
SENTINEL TRUST CO LBA |
333,354 |
15,204,000 |
4.31% |
|
|
| 4 |
MAI Capital Management |
273,482 |
12,474,000 |
3.54% |
|
|
| 5 |
NORTH STAR ASSET MANAGEMENT INC |
140,506 |
6,408,000 |
1.82% |
|
|
| 6 |
Regis Management CO LLC |
135,477 |
6,179,000 |
1.75% |
|
|
| 7 |
Crestwood Advisors Group, LLC |
71,669 |
3,269,000 |
0.93% |
|
|
| 8 |
BOSTON RESEARCH & MANAGEMENT INC |
71,285 |
3,251,000 |
0.92% |
|
|
| 9 |
PROBITY ADVISORS, INC. |
56,718 |
2,587,000 |
0.73% |
|
|
| 10 |
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC |
56,325 |
2,569,000 |
0.73% |
|
|
| 11 |
QUADRANT CAPITAL GROUP LLC |
37,676 |
1,708,000 |
0.48% |
|
|
| 12 |
VAUGHAN DAVID INVESTMENTS LLC/IL |
33,780 |
1,541,000 |
0.44% |
|
|
| 13 |
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. |
23,830 |
1,087,000 |
0.31% |
|
|
| 14 |
FARR MILLER & WASHINGTON LLC/DC |
17,756 |
809,000 |
0.23% |
|
|
| 15 |
Willingdon Wealth Management |
9,056 |
413,000 |
0.12% |
|
|
| 16 |
SOL Capital Management CO |
7,146 |
326,000 |
0.09% |
|
|
| 17 |
ARGENT CAPITAL MANAGEMENT LLC |
6,325 |
288,000 |
0.08% |
|
|
| 18 |
Ancora Advisors LLC |
4,600 |
210,000 |
0.06% |
|
|
| 19 |
Huntington Steele LLC |
4,466 |
204,000 |
0.06% |
|
|
