|
1976
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
US$ 9,25 mil
|
US$ 0
|
1
|
0%
|
Mantida
|
|
|
1977
|
Crews Bank & Trust
Wauchula,
Florida
|
US$ 9,02 mil
|
US$ 0
|
1
|
0%
|
Mantida
|
|
|
1978
|
Olistico Wealth
Tulsa,
Oklahoma
|
US$ 9,02 mil
|
US$ 0
|
1
|
0%
|
Mantida
|
|
|
1979
|
Vermillion Wealth Management
Rosemount,
Minnesota
|
US$ 9,02 mil
|
-US$ 7,55 mil
|
1
|
0%
|
Reduzida
|
|
|
1980
|
Evermay Wealth Management
Arlington,
Virginia
|
US$ 8,58 mil
|
+US$ 7,66 mil
|
1
|
0%
|
Nova
|
|
|
1981
|
Signature Resources Capital Management
Newport Beach,
California
|
US$ 8,58 mil
|
US$ 0
|
1
|
0%
|
Mantida
|
|
|
1982
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
US$ 8,53 mil
|
US$ 0
|
1
|
0%
|
Mantida
|
|
|
1983
|
Phillip James Consulting
Plymouth,
Minnesota
|
US$ 8,31 mil
|
US$ 0
|
2
|
0,01%
|
Mantida
|
|
|
1984
|
Washington Trust Advisors
Wellesley,
Massachusetts
|
US$ 8,08 mil
|
+US$ 5,85 mil
|
3
|
0%
|
Aumentada
|
|
|
1985
|
Mowery & Schoenfeld Wealth Management
Lincolnshire,
Illinois
|
US$ 8,08 mil
|
US$ 0
|
1
|
0,01%
|
Mantida
|
|
|
1986
|
Bollard Group
Boston,
Massachusetts
|
US$ 8 mil
|
+US$ 36
|
1
|
0%
|
Aumentada
|
|
|
1987
|
Strategic Wealth Advisors
Scottsdale,
Arizona
|
US$ 8 mil
|
+US$ 438
|
2
|
0,01%
|
Aumentada
|
|
|
1988
|
Bare Financial Services
Gap,
Pennsylvania
|
US$ 7,88 mil
|
-US$ 1,31 mil
|
4
|
0%
|
Reduzida
|
|
|
1989
|
Planning Strategies
Lancaster,
Pennsylvania
|
US$ 7,77 mil
|
+US$ 6,79 mil
|
3
|
0%
|
Nova
|
|
|
1990
|
DHJJ Financial Advisors
Naperville,
Illinois
|
US$ 7,67 mil
|
US$ 0
|
1
|
0%
|
Mantida
|
|
|
1991
|
Marshall Investment Management
Littleton,
Colorado
|
US$ 7,36 mil
|
US$ 0
|
1
|
0%
|
Mantida
|
|
|
1992
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
US$ 7,34 mil
|
+US$ 4,91 mil
|
2
|
0%
|
Aumentada
|
|
|
1993
|
Smallwood Wealth Investment Management
Red Bank,
New Jersey
|
US$ 7,22 mil
|
US$ 0
|
1
|
0%
|
Mantida
|
|
|
1994
|
HFM Investment Advisors
Glassboro,
New Jersey
|
US$ 7,18 mil
|
+US$ 3,44 mil
|
3
|
0%
|
Aumentada
|
|
|
1995
|
Whipplewood Advisors
Littleton,
Colorado
|
US$ 7,11 mil
|
-US$ 75 mil
|
1
|
0%
|
Reduzida
|
|
|
1996
|
Benson Wealth Management
Ooltewah, Tn,
Tennessee
|
US$ 6,86 mil
|
US$ 0
|
1
|
0,01%
|
Mantida
|
|
|
1997
|
Align Financial
Hermantown,
Minnesota
|
US$ 6,79 mil
|
-US$ 11,6 mil
|
2
|
0%
|
Reduzida
|
|
|
1998
|
Raleigh Capital Management
Cary,
North Carolina
|
US$ 6,51 mil
|
US$ 0
|
2
|
0%
|
Mantida
|
|
|
1999
|
Bravera Wealth
Bismarck,
North Dakota
|
US$ 6,36 mil
|
-US$ 4,48 mil
|
1
|
0%
|
Reduzida
|
|
|
2000
|
Pekin Hardy Strauss
Chicago,
Illinois
|
US$ 6,25 mil
|
US$ 0
|
1
|
0%
|
Mantida
|
|