|
1976
|
Onyx Bridge Wealth Group
Tarrytown,
New York
|
$62.9万
|
+$4,578
|
1
|
0.06%
|
買い増し
|
|
|
1977
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$62.9万
|
+$4.3万
|
1
|
0.01%
|
買い増し
|
|
|
1978
|
Advisornet Financial
Minnetonka,
Minnesota
|
$62.8万
|
+$11.3万
|
2
|
0.03%
|
買い増し
|
|
|
1979
|
Beacon Financial Group
Dallas,
Texas
|
$62.8万
|
-$6.18万
|
1
|
0.06%
|
減少
|
|
|
1980
|
TrueWealth Advisors
Birmingham,
Alabama
|
$62.8万
|
-$65.2万
|
1
|
0.14%
|
減少
|
|
|
1981
|
First Bancorp
Damariscotta,
Maine
|
$62.6万
|
$0
|
1
|
0.25%
|
維持
|
|
|
1982
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$62.5万
|
+$42万
|
1
|
0.02%
|
新規
|
|
|
1983
|
Jacobsen Capital Management
Salt Lake City,
Utah
|
$62.5万
|
+$7,783
|
1
|
0.18%
|
買い増し
|
|
|
1984
|
Windward Capital Management
Los Angeles,
California
|
$62.2万
|
-$7,554
|
1
|
0.05%
|
減少
|
|
|
1985
|
Silicon Valley Capital Partners
San Jose,
California
|
$62.1万
|
-$17.1万
|
1
|
0.05%
|
減少
|
|
|
1986
|
Mitsubishi UFJ Morgan Stanley Securities
Tokyo,
Japan
|
$61.9万
|
-$4.21万
|
1
|
1.89%
|
減少
|
|
|
1987
|
Bill Few Associates
Pittsburgh,
Pennsylvania
|
$61.8万
|
$0
|
1
|
0.13%
|
維持
|
|
|
1988
|
Granville Capital
Greensboro,
North Carolina
|
$61.7万
|
+$7,325
|
1
|
0.28%
|
買い増し
|
|
|
1989
|
MBA Advisors
Hermitage,
Pennsylvania
|
$61.7万
|
-$1.35万
|
1
|
0.21%
|
減少
|
|
|
1990
|
Thryve Wealth Management
Irving,
Texas
|
$61.6万
|
+$229
|
1
|
0.34%
|
買い増し
|
|
|
1991
|
Pennsylvania Capital Management
Huntingdon Valley,
Pennsylvania
|
$61.3万
|
+$41.2万
|
1
|
0.16%
|
新規
|
|
|
1992
|
Portland Investment Counsel
Burlington,
Ontario, Canada
|
$61.2万
|
$0
|
1
|
0.17%
|
維持
|
|
|
1993
|
MOKAN Wealth Management
Overland Park,
Kansas
|
$61.2万
|
+$41.1万
|
1
|
0.23%
|
新規
|
|
|
1994
|
Powers Advisory Group
Highland,
Illinois
|
$61.2万
|
+$1.33万
|
1
|
0.19%
|
買い増し
|
|
|
1995
|
Montz Harcus Wealth Management
New Orleans,
Louisiana
|
$61.1万
|
+$8.86万
|
1
|
0.22%
|
買い増し
|
|
|
1996
|
Serenus Wealth Advisors
Santa Monica,
California
|
$61.1万
|
$0
|
1
|
0.11%
|
維持
|
|
|
1997
|
Jackson Wealth Management
Lake Mary,
Florida
|
$61.1万
|
-$266万
|
1
|
0.36%
|
減少
|
|
|
1998
|
City Center Advisors LLC
Troy,
Michigan
|
$60.7万
|
+$40.8万
|
1
|
0.49%
|
新規
|
|
|
1999
|
Daner Wealth Management
Alpharetta,
Georgia
|
$60.7万
|
+$3,891
|
1
|
0.33%
|
買い増し
|
|
|
2000
|
Carr Financial Group
Worcester,
Massachusetts
|
$60.6万
|
+$1,831
|
1
|
0.14%
|
買い増し
|
|