|
1976
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$9,248
|
$0
|
1
|
0%
|
維持
|
|
|
1977
|
Crews Bank & Trust
Wauchula,
Florida
|
$9,022
|
$0
|
1
|
0%
|
維持
|
|
|
1978
|
Olistico Wealth
Tulsa,
Oklahoma
|
$9,022
|
$0
|
1
|
0%
|
維持
|
|
|
1979
|
Vermillion Wealth Management
Rosemount,
Minnesota
|
$9,022
|
-$7,551
|
1
|
0%
|
減少
|
|
|
1980
|
Evermay Wealth Management
Arlington,
Virginia
|
$8,585
|
+$7,657
|
1
|
0%
|
新規
|
|
|
1981
|
Signature Resources Capital Management
Newport Beach,
California
|
$8,585
|
$0
|
1
|
0%
|
維持
|
|
|
1982
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$8,526
|
$0
|
1
|
0%
|
維持
|
|
|
1983
|
Phillip James Consulting
Plymouth,
Minnesota
|
$8,310
|
$0
|
2
|
0.01%
|
維持
|
|
|
1984
|
Washington Trust Advisors
Wellesley,
Massachusetts
|
$8,080
|
+$5,849
|
3
|
0%
|
買い増し
|
|
|
1985
|
Mowery & Schoenfeld Wealth Management
Lincolnshire,
Illinois
|
$8,075
|
$0
|
1
|
0.01%
|
維持
|
|
|
1986
|
Bollard Group
Boston,
Massachusetts
|
$8,000
|
+$36
|
1
|
0%
|
買い増し
|
|
|
1987
|
Strategic Wealth Advisors
Scottsdale,
Arizona
|
$8,000
|
+$438
|
2
|
0.01%
|
買い増し
|
|
|
1988
|
Bare Financial Services
Gap,
Pennsylvania
|
$7,881
|
-$1,309
|
4
|
0%
|
減少
|
|
|
1989
|
Planning Strategies
Lancaster,
Pennsylvania
|
$7,773
|
+$6,792
|
3
|
0%
|
新規
|
|
|
1990
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$7,669
|
$0
|
1
|
0%
|
維持
|
|
|
1991
|
Marshall Investment Management
Littleton,
Colorado
|
$7,358
|
$0
|
1
|
0%
|
維持
|
|
|
1992
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
$7,338
|
+$4,911
|
2
|
0%
|
買い増し
|
|
|
1993
|
Smallwood Wealth Investment Management
Red Bank,
New Jersey
|
$7,217
|
$0
|
1
|
0%
|
維持
|
|
|
1994
|
HFM Investment Advisors
Glassboro,
New Jersey
|
$7,176
|
+$3,437
|
3
|
0%
|
買い増し
|
|
|
1995
|
Whipplewood Advisors
Littleton,
Colorado
|
$7,113
|
-$7.5万
|
1
|
0%
|
減少
|
|
|
1996
|
Benson Wealth Management
Ooltewah, Tn,
Tennessee
|
$6,857
|
$0
|
1
|
0.01%
|
維持
|
|
|
1997
|
Align Financial
Hermantown,
Minnesota
|
$6,791
|
-$1.16万
|
2
|
0%
|
減少
|
|
|
1998
|
Raleigh Capital Management
Cary,
North Carolina
|
$6,508
|
$0
|
2
|
0%
|
維持
|
|
|
1999
|
Bravera Wealth
Bismarck,
North Dakota
|
$6,361
|
-$4,479
|
1
|
0%
|
減少
|
|
|
2000
|
Pekin Hardy Strauss
Chicago,
Illinois
|
$6,254
|
$0
|
1
|
0%
|
維持
|
|