|
1526
|
Legacy Private Trust
Neenah,
Wisconsin
|
$968M
|
+$60.5M
|
+7%
|
7.29%
|
63.5%
|
218
|
9.63%
|
|
|
1527
|
Summit Global Investments
Bountiful,
Utah
|
$968M
|
+$101M
|
+12%
|
8.71%
|
47.3%
|
276
|
25%
|
|
|
1528
|
Jag Capital Management
St Louis,
Missouri
|
$968M
|
+$111M
|
+13%
|
14.8%
|
178%
|
187
|
18.72%
|
|
|
1529
|
Engaged Capital
Newport Beach,
California
|
$967M
|
+$38.8M
|
+4%
|
21.1%
|
16.3%
|
12
|
33.33%
|
|
|
1530
|
Relative Value Partners Group
|
$965M
|
+$12.1M
|
+1%
|
3.66%
|
8.9%
|
192
|
10.42%
|
|
|
1531
|
Oakmont Corp
Los Angeles,
California
|
$964M
|
+$196M
|
+26%
|
25.8%
|
75.2%
|
27
|
18.52%
|
|
|
1532
|
Cat Rock Capital Management
Greenwich,
Connecticut
|
$963M
|
+$16.1M
|
+2%
|
8.9%
|
61.3%
|
14
|
42.86%
|
|
|
1533
|
CBIZ Investment Advisory Services
Independence,
Ohio
|
$962M
|
+$54.4M
|
+6%
|
5.72%
|
39.3%
|
110
|
0%
|
|
|
1534
|
Altium Wealth Management
Purchase,
New York
|
$962M
|
+$71.9M
|
+8%
|
7.77%
|
24.9%
|
352
|
10.51%
|
|
|
1535
|
Next Century Growth Investors
Plymouth,
Minnesota
|
$961M
|
+$82.3M
|
+9%
|
25%
|
306%
|
133
|
12.03%
|
|
|
1536
|
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Bonn,
Germany
|
$960M
|
+$67.8M
|
+8%
|
11%
|
45.7%
|
21
|
23.81%
|
|
|
1537
|
BOK Financial Private Wealth
Denver,
Colorado
|
$960M
|
+$4.06M
|
+0.4%
|
7.49%
|
53.2%
|
179
|
16.76%
|
|
|
1538
|
Avity Investment Management
Greenwich,
Connecticut
|
$960M
|
+$69M
|
+8%
|
8.99%
|
104%
|
73
|
8.22%
|
|
|
1539
|
Petrus Trust Company
Dallas,
Texas
|
$959M
|
+$101M
|
+12%
|
7.73%
|
25.1%
|
404
|
72.52%
|
|
|
1540
|
O'Shares Investment Advisers
Boston,
Massachusetts
|
$959M
|
+$162M
|
+20%
|
11.8%
|
71.8%
|
353
|
49.01%
|
|
|
1541
|
SouthState Corp
Winter Haven,
Florida
|
$958M
|
+$142M
|
+17%
|
8.45%
|
68.2%
|
351
|
35.33%
|
|
|
1542
|
Avenir Corporation
Alexandria,
Virginia
|
$958M
|
+$80.2M
|
+9%
|
10.1%
|
42.6%
|
70
|
11.43%
|
|
|
1543
|
Woodley Farra Manion Portfolio Management
Indianapolis,
Indiana
|
$958M
|
+$961K
|
+0.1%
|
9.73%
|
66.5%
|
448
|
81.92%
|
|
|
1544
|
CGM Trust
Boston,
Massachusetts
|
$957M
|
–
|
–
|
33%
|
–
|
46
|
–
|
|
|
1545
|
Capital Growth Management
Boston,
Massachusetts
|
$957M
|
+$96.5M
|
+11%
|
33%
|
422%
|
69
|
73.91%
|
|
|
1546
|
6 Meridian
Wichita,
Kansas
|
$957M
|
+$13.3M
|
+1%
|
3.47%
|
45.7%
|
420
|
55.95%
|
|
|
1547
|
Venrock Management VI
Palo Alto,
California
|
$957M
|
+$93.1M
|
+11%
|
39.6%
|
–
|
3
|
66.67%
|
|
|
1548
|
Cumberland Partners
Toronto,
Ontario, Canada
|
$956M
|
-$7.47M
|
-0.8%
|
9.34%
|
88.5%
|
168
|
18.45%
|
|
|
1549
|
Guinness Asset Management
London,
United Kingdom
|
$955M
|
+$110M
|
+13%
|
6.85%
|
57.8%
|
110
|
26.36%
|
|
|
1550
|
World Asset Management
Detroit,
Michigan
|
$955M
|
+$56.9M
|
+6%
|
10.4%
|
85%
|
817
|
7.71%
|
|