|
1976
|
Investment Research & Advisory Group
Atlanta,
Georgia
|
$247万
|
-$3.98万
|
2
|
0.76%
|
減少
|
|
|
1977
|
Leonteq Securities AG
Zurich,
Switzerland
|
$247万
|
-$165万
|
2
|
0.09%
|
減少
|
|
|
1978
|
Berkshire Bank
Pittsfield,
Massachusetts
|
$247万
|
+$1,021
|
1
|
0.47%
|
買い増し
|
|
|
1979
|
SYM Financial Corp
Winona Lake,
Indiana
|
$247万
|
+$9.34万
|
2
|
0.2%
|
買い増し
|
|
|
1980
|
Silphium Asset Management
London,
United Kingdom
|
$246万
|
+$81.8万
|
2
|
0.83%
|
買い増し
|
|
|
1981
|
Stablepoint Partners
Braintree,
Massachusetts
|
$246万
|
-$10.4万
|
2
|
0.34%
|
減少
|
|
|
1982
|
HURRICANE CAPITAL ADVISORS LLC
New York
|
$246万
|
-$244万
|
2
|
0.6%
|
減少
|
|
|
1983
|
Thomasville National Bank
Thomasville,
Georgia
|
$246万
|
+$233万
|
1
|
0.14%
|
新規
|
|
|
1984
|
Stevens Capital Management
Radnor,
Pennsylvania
|
$246万
|
+$130万
|
1
|
0.59%
|
買い増し
|
|
|
1985
|
Moss Adams Wealth Advisors
Seattle,
Washington
|
$244万
|
+$33.9万
|
2
|
0.15%
|
買い増し
|
|
|
1986
|
Keel Point
Huntsville,
Alabama
|
$244万
|
+$21.5万
|
2
|
0.14%
|
買い増し
|
|
|
1987
|
Lantern Wealth Advisors
Melville,
New York
|
$243万
|
+$7.54万
|
2
|
1.11%
|
買い増し
|
|
|
1988
|
Heritage Oak Wealth Advisors
Santa Rosa Beach,
Florida
|
$243万
|
+$211万
|
1
|
0.72%
|
新規
|
|
|
1989
|
Rockbridge Investment Management
Syracuse,
New York
|
$243万
|
+$3.47万
|
1
|
0.2%
|
買い増し
|
|
|
1990
|
KMG Fiduciary Partners
Toledo,
Ohio
|
$243万
|
+$150万
|
2
|
0.23%
|
買い増し
|
|
|
1991
|
Forum Financial Management
Lombard,
Illinois
|
$243万
|
+$8.7万
|
2
|
0.03%
|
買い増し
|
|
|
1992
|
Plancorp LLC
Saint Louis,
Missouri
|
$243万
|
-$43.9万
|
2
|
0.06%
|
減少
|
|
|
1993
|
Guidance Capital
Lousville,
Kentucky
|
$242万
|
+$8.37万
|
1
|
0.52%
|
買い増し
|
|
|
1994
|
Maia Wealth
Denver,
Colorado
|
$242万
|
+$41.4万
|
1
|
0.36%
|
買い増し
|
|
|
1995
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$241万
|
+$4,700
|
2
|
0.24%
|
買い増し
|
|
|
1996
|
Tradition Wealth Management
Edina,
Minnesota
|
$241万
|
+$8.54万
|
2
|
0.15%
|
買い増し
|
|
|
1997
|
Garrett Wealth Advisory Group
Weatherford,
Texas
|
$241万
|
-$5.24万
|
2
|
0.37%
|
減少
|
|
|
1998
|
JB Capital
Wethersfield,
Connecticut
|
$241万
|
-$103万
|
2
|
0.08%
|
減少
|
|
|
1999
|
Pure Financial Advisors
San Diego,
California
|
$240万
|
+$19.2万
|
2
|
0.03%
|
買い増し
|
|
|
2000
|
Perennial Investment Advisors
Los Angeles,
California
|
$240万
|
-$12.9万
|
2
|
0.16%
|
減少
|
|
