|
1976
|
Marin Bay Wealth Advisors
San Anselmo,
California
|
US$ 297 mil
|
+US$ 221 mil
|
+1.556
|
Nova
|
|
|
1977
|
Roberts, Glore & Co
Deerfield,
Illinois
|
US$ 297 mil
|
+US$ 221 mil
|
+1.556
|
Nova
|
|
|
1978
|
Tactive Advisors
Jacksonville,
Florida
|
US$ 297 mil
|
+US$ 221 mil
|
+1.556
|
Nova
|
|
|
1979
|
Plancorp LLC
Saint Louis,
Missouri
|
US$ 296 mil
|
+US$ 224 mil
|
+1.577
|
Nova
|
|
|
1980
|
Chesapeake Asset Management
New York
|
US$ 296 mil
|
–
|
–
|
–
|
|
|
1981
|
360 Financial
Wayzata,
Minnesota
|
US$ 295 mil
|
+US$ 220 mil
|
+1.548
|
Nova
|
|
|
1982
|
Ariadne Wealth Management
Santa Barbara,
California
|
US$ 295 mil
|
+US$ 219 mil
|
+1.544
|
Nova
|
|
|
1983
|
LightSquare Wealth Management
Bingham Farms,
Michigan
|
US$ 295 mil
|
+US$ 219 mil
|
+1.544
|
Nova
|
|
|
1984
|
GWN Securities
Palm Beach Gardens,
Florida
|
US$ 294 mil
|
+US$ 219 mil
|
+1.544
|
Nova
|
|
|
1985
|
Financial Solutions Advisory Group
Chicago,
Illinois
|
US$ 294 mil
|
+US$ 210 mil
|
+1.480
|
Nova
|
|
|
1986
|
Bryant Woods Investment Advisors
Getzville,
New York
|
US$ 292 mil
|
+US$ 218 mil
|
+1.532
|
Nova
|
|
|
1987
|
Guild Investment Management
Los Angeles,
California
|
US$ 292 mil
|
+US$ 218 mil
|
+1.532
|
Nova
|
|
|
1988
|
Summitry LLC
Foster City,
California
|
US$ 292 mil
|
+US$ 218 mil
|
+1.532
|
Nova
|
|
|
1989
|
James J. Burns & Company
Melville,
New York
|
US$ 292 mil
|
+US$ 217 mil
|
+1.528
|
Nova
|
|
|
1990
|
MBA Advisors
Hermitage,
Pennsylvania
|
US$ 292 mil
|
+US$ 217 mil
|
+1.528
|
Nova
|
|
|
1991
|
Maia Wealth
Denver,
Colorado
|
US$ 291 mil
|
+US$ 217 mil
|
+1.528
|
Nova
|
|
|
1992
|
Centurion Wealth Management
Mclean,
Virginia
|
US$ 290 mil
|
-US$ 498 mil
|
-3.508
|
-70%
|
|
|
1993
|
River Street Advisors
Aurora,
Illinois
|
US$ 290 mil
|
+US$ 216 mil
|
+1.520
|
Nova
|
|
|
1994
|
Legacy Advisory Services
Exton,
Pennsylvania
|
US$ 290 mil
|
+US$ 216 mil
|
+1.520
|
Nova
|
|
|
1995
|
Woodstock Corp
Boston,
Massachusetts
|
US$ 290 mil
|
+US$ 216 mil
|
+1.520
|
Nova
|
|
|
1996
|
FAI Advisors
Farmington Hills,
Michigan
|
US$ 289 mil
|
+US$ 215 mil
|
+1.516
|
Nova
|
|
|
1997
|
Whelan Financial
Fresno,
California
|
US$ 289 mil
|
+US$ 215 mil
|
+1.516
|
Nova
|
|
|
1998
|
Colorado Capital Management
Boulder,
Colorado
|
US$ 288 mil
|
+US$ 214 mil
|
+1.508
|
Nova
|
|
|
1999
|
SOA Wealth Advisors
New York
|
US$ 287 mil
|
-US$ 17,6 mil
|
-124
|
-8%
|
|
|
2000
|
FLC Capital Advisors
Palm Desert,
California
|
US$ 286 mil
|
+US$ 213 mil
|
+1.500
|
Nova
|
|
