|
1951
|
SFMG Wealth Advisors
Plano,
Texas
|
$2.28M
|
-$54.4K
|
-347
|
-2%
|
|
|
1952
|
Holistic Financial Partners
Indianapolis,
Indiana
|
$2.26M
|
-$314
|
-2
|
-0%
|
|
|
1953
|
Van Cleef Asset Management
Beachwood,
Ohio
|
$2.26M
|
-$14.7K
|
-94
|
-0.7%
|
|
|
1954
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$2.26M
|
-$13.6K
|
-87
|
-0.6%
|
|
|
1955
|
Level Four Financial
Dallas,
Texas
|
$2.26M
|
-$38.9K
|
-248
|
-2%
|
|
|
1956
|
Benin Management Corp
Wilton,
Connecticut
|
$2.26M
|
–
|
–
|
–
|
|
|
1957
|
Birinyi Associates
Westport,
Connecticut
|
$2.26M
|
+$172K
|
+1,100
|
+9%
|
|
|
1958
|
Accredited Investors
Edina,
Minnesota
|
$2.26M
|
-$17.9K
|
-114
|
-0.8%
|
|
|
1959
|
High Pointe Capital Management
Chicago,
Illinois
|
$2.25M
|
–
|
–
|
–
|
|
|
1960
|
Freedom Investment Management
Hartford,
Connecticut
|
$2.25M
|
-$136K
|
-870
|
-6%
|
|
|
1961
|
Choreo LLC
Rockford,
Illinois
|
$2.25M
|
-$77K
|
-491
|
-3%
|
|
|
1962
|
Golden State Wealth Management
Santa Ana,
California
|
$2.25M
|
-$18.5K
|
-118
|
-0.9%
|
|
|
1963
|
Stonnington Group
Pasadena,
California
|
$2.25M
|
-$269K
|
-1,715
|
-11%
|
|
|
1964
|
Jeppson Wealth Management
Manhattan Beach,
California
|
$2.24M
|
+$32.9K
|
+210
|
+2%
|
|
|
1965
|
Chapman Investment Management
San Anselmo,
California
|
$2.24M
|
+$157K
|
+1,000
|
+8%
|
|
|
1966
|
WealthShield Partners
Cary,
North Carolina
|
$2.23M
|
+$147K
|
+938
|
+7%
|
|
|
1967
|
Brooktree Capital Management
Gand Rapids,
Michigan
|
$2.23M
|
–
|
–
|
–
|
|
|
1968
|
Midwest Professional Planners Ltd (MPPL)
Wausau,
Wisconsin
|
$2.23M
|
-$3.76K
|
-24
|
-0.2%
|
|
|
1969
|
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
$2.23M
|
+$334K
|
+2,131
|
+19%
|
|
|
1970
|
Highlander Capital Management
Short Hills,
New Jersey
|
$2.23M
|
-$60.7K
|
-387
|
-3%
|
|
|
1971
|
Mizuho Securities USA
New York
|
$2.22M
|
-$192K
|
-1,227
|
-8%
|
|
|
1972
|
CIM Investment Management
Pittsburgh,
Pennsylvania
|
$2.22M
|
-$12.5K
|
-80
|
-0.6%
|
|
|
1973
|
AFT Forsyth & Company
West Palm Beach,
Florida
|
$2.22M
|
-$58K
|
-370
|
-3%
|
|
|
1974
|
Kelly Lawrence W & Associates
Pasadens,
California
|
$2.22M
|
–
|
–
|
–
|
|
|
1975
|
Abundance Wealth Counselors
State College,
Pennsylvania
|
$2.21M
|
+$18.7K
|
+119
|
+0.9%
|
|
