|
1976
|
Marin Bay Wealth Advisors
San Anselmo,
California
|
$29.7万
|
+$22.1万
|
+1,556
|
新規
|
|
|
1977
|
Roberts, Glore & Co
Deerfield,
Illinois
|
$29.7万
|
+$22.1万
|
+1,556
|
新規
|
|
|
1978
|
Tactive Advisors
Jacksonville,
Florida
|
$29.7万
|
+$22.1万
|
+1,556
|
新規
|
|
|
1979
|
Plancorp LLC
Saint Louis,
Missouri
|
$29.6万
|
+$22.4万
|
+1,577
|
新規
|
|
|
1980
|
Chesapeake Asset Management
New York
|
$29.6万
|
–
|
–
|
–
|
|
|
1981
|
360 Financial
Wayzata,
Minnesota
|
$29.5万
|
+$22万
|
+1,548
|
新規
|
|
|
1982
|
Ariadne Wealth Management
Santa Barbara,
California
|
$29.5万
|
+$21.9万
|
+1,544
|
新規
|
|
|
1983
|
LightSquare Wealth Management
Bingham Farms,
Michigan
|
$29.5万
|
+$21.9万
|
+1,544
|
新規
|
|
|
1984
|
GWN Securities
Palm Beach Gardens,
Florida
|
$29.4万
|
+$21.9万
|
+1,544
|
新規
|
|
|
1985
|
Financial Solutions Advisory Group
Chicago,
Illinois
|
$29.4万
|
+$21万
|
+1,480
|
新規
|
|
|
1986
|
Bryant Woods Investment Advisors
Getzville,
New York
|
$29.2万
|
+$21.8万
|
+1,532
|
新規
|
|
|
1987
|
Guild Investment Management
Los Angeles,
California
|
$29.2万
|
+$21.8万
|
+1,532
|
新規
|
|
|
1988
|
Summitry LLC
Foster City,
California
|
$29.2万
|
+$21.8万
|
+1,532
|
新規
|
|
|
1989
|
James J. Burns & Company
Melville,
New York
|
$29.2万
|
+$21.7万
|
+1,528
|
新規
|
|
|
1990
|
MBA Advisors
Hermitage,
Pennsylvania
|
$29.2万
|
+$21.7万
|
+1,528
|
新規
|
|
|
1991
|
Maia Wealth
Denver,
Colorado
|
$29.1万
|
+$21.7万
|
+1,528
|
新規
|
|
|
1992
|
Centurion Wealth Management
Mclean,
Virginia
|
$29万
|
-$49.8万
|
-3,508
|
-70%
|
|
|
1993
|
River Street Advisors
Aurora,
Illinois
|
$29万
|
+$21.6万
|
+1,520
|
新規
|
|
|
1994
|
Legacy Advisory Services
Exton,
Pennsylvania
|
$29万
|
+$21.6万
|
+1,520
|
新規
|
|
|
1995
|
Woodstock Corp
Boston,
Massachusetts
|
$29万
|
+$21.6万
|
+1,520
|
新規
|
|
|
1996
|
FAI Advisors
Farmington Hills,
Michigan
|
$28.9万
|
+$21.5万
|
+1,516
|
新規
|
|
|
1997
|
Whelan Financial
Fresno,
California
|
$28.9万
|
+$21.5万
|
+1,516
|
新規
|
|
|
1998
|
Colorado Capital Management
Boulder,
Colorado
|
$28.8万
|
+$21.4万
|
+1,508
|
新規
|
|
|
1999
|
SOA Wealth Advisors
New York
|
$28.7万
|
-$1.76万
|
-124
|
-8%
|
|
|
2000
|
FLC Capital Advisors
Palm Desert,
California
|
$28.6万
|
+$21.3万
|
+1,500
|
新規
|
|
