|
1951
|
Empowered Funds
Havertown,
Pennsylvania
|
$724K
|
+$3.63K
|
+32
|
+0.5%
|
|
|
1952
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
$721K
|
+$84.7K
|
+746
|
+14%
|
|
|
1953
|
AssetMark Inc
Concord,
California
|
$720K
|
-$37.9M
|
-334,076
|
-98%
|
|
|
1954
|
INVST
Indianapolis,
Indiana
|
$719K
|
+$78.5K
|
+691
|
+15%
|
|
|
1955
|
|
$717K
|
-$4.09K
|
-36
|
-0.6%
|
|
|
1956
|
Legacy Wealth Management (Mississippi)
Ridgeland,
Mississippi
|
$715K
|
+$3.52K
|
+31
|
+0.5%
|
|
|
1957
|
Traynor Capital Management
Malvern,
Pennsylvania
|
$715K
|
+$33.9K
|
+298
|
+5%
|
|
|
1958
|
O'Donnell Financial Services
San Rafael,
California
|
$713K
|
+$199K
|
+1,753
|
+47%
|
|
|
1959
|
Angeles Investment Advisors
Santa Monica,
California
|
$712K
|
+$124K
|
+1,090
|
+22%
|
|
|
1960
|
Monterey Private Wealth
Monterey,
California
|
$711K
|
-$43.7K
|
-385
|
-6%
|
|
|
1961
|
SkyView Investment Advisors
Shrewsbury,
New Jersey
|
$708K
|
+$117K
|
+1,028
|
+21%
|
|
|
1962
|
Integral Investment Advisors
Turlock,
California
|
$708K
|
+$685K
|
+6,034
|
New
|
|
|
1963
|
Palisade Capital Management
Fort Lee,
New Jersey
|
$704K
|
-$4.88K
|
-43
|
-0.7%
|
|
|
1964
|
Consolidated Investment Group
Englewood,
Colorado
|
$704K
|
+$682K
|
+6,000
|
New
|
|
|
1965
|
Royal Fund Management
Lady Lake,
Florida
|
$703K
|
-$5.91K
|
-52
|
-0.9%
|
|
|
1966
|
GYL Financial Synergies
West Hartford,
Connecticut
|
$703K
|
+$21.1K
|
+186
|
+3%
|
|
|
1967
|
Westover Capital Advisors
Wilmington,
Delaware
|
$703K
|
+$250K
|
+2,202
|
+58%
|
|
|
1968
|
Beam Wealth Advisors
Covington,
Louisiana
|
$700K
|
+$50.3K
|
+443
|
+8%
|
|
|
1969
|
Amica Retiree Medical Trust
Lincoln,
Rhode Island
|
$697K
|
–
|
–
|
–
|
|
|
1970
|
|
$697K
|
+$675K
|
+5,946
|
New
|
|
|
1971
|
John G. Ullman & Associates
Corning,
New York
|
$696K
|
+$4.54K
|
+40
|
+0.7%
|
|
|
1972
|
Appleton Partners
Boston,
Massachusetts
|
$695K
|
+$36.6K
|
+322
|
+6%
|
|
|
1973
|
Engineers Gate Manager
New York
|
$695K
|
+$672K
|
+5,920
|
New
|
|
|
1974
|
Deuterium Capital Management
Clearwater,
Florida
|
$694K
|
+$672K
|
+5,913
|
New
|
|
|
1975
|
Capital Investment Counsel Inc
Raleigh,
North Carolina
|
$692K
|
-$236K
|
-2,075
|
-26%
|
|
