|
1976
|
Guardian Asset Advisors
Mechanicsburg,
Pennsylvania
|
$27万
|
-$18.8万
|
1
|
0.12%
|
減少
|
|
|
1977
|
|
$26.9万
|
+$23.8万
|
1
|
0.06%
|
新規
|
|
|
1978
|
Wellington-Altus USA
Winnipeg, Manitoba,
Manitoba, Canada
|
$26.9万
|
$0
|
3
|
0.19%
|
維持
|
|
|
1979
|
Plan A Wealth
Lincoln,
Nebraska
|
$26.9万
|
+$24.6万
|
1
|
0.11%
|
新規
|
|
|
1980
|
Eagle Strategies
New York
|
$26.8万
|
+$24.4万
|
1
|
0.03%
|
新規
|
|
|
1981
|
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
|
$26.8万
|
+$24.6万
|
1
|
0.01%
|
新規
|
|
|
1982
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$26.7万
|
$0
|
1
|
0.01%
|
維持
|
|
|
1983
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$26.7万
|
-$1,518
|
6
|
0.08%
|
減少
|
|
|
1984
|
Plancorp LLC
Saint Louis,
Missouri
|
$26.7万
|
-$8,059
|
1
|
0.01%
|
減少
|
|
|
1985
|
IFC & Insurance Marketing
Auburn,
California
|
$26.6万
|
-$5,882
|
1
|
0.23%
|
減少
|
|
|
1986
|
Family Capital Management
Grand Rapids,
Michigan
|
$26.5万
|
$0
|
1
|
0.1%
|
維持
|
|
|
1987
|
Claro Advisors
Boston,
Massachusetts
|
$26.5万
|
-$8,059
|
1
|
0.03%
|
減少
|
|
|
1988
|
Index Technologies Group
New York
|
$26.4万
|
+$23.6万
|
3
|
0.21%
|
新規
|
|
|
1989
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$26.4万
|
-$2,008
|
10
|
0.03%
|
減少
|
|
|
1990
|
Crumly & Associates
Springfield,
Illinois
|
$26.4万
|
$0
|
1
|
0.05%
|
維持
|
|
|
1991
|
Moulton Wealth Management
Spokane,
Washington
|
$26.2万
|
+$21.8万
|
1
|
0.17%
|
新規
|
|
|
1992
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$26.1万
|
$0
|
1
|
0.03%
|
維持
|
|
|
1993
|
Boyer Financial Services
Newport Beach,
California
|
$26万
|
$0
|
1
|
0.22%
|
維持
|
|
|
1994
|
Harbor Asset Planning
Belmont,
Massachusetts
|
$25.9万
|
$0
|
1
|
0.19%
|
維持
|
|
|
1995
|
WealthCollab
Bellevue,
Washington
|
$25.8万
|
-$2,328
|
16
|
0.09%
|
減少
|
|
|
1996
|
Pointe Capital Management
Grosse Pointe Farms,
Michigan
|
$25.7万
|
$0
|
1
|
0.11%
|
維持
|
|
|
1997
|
SouthState Corp
Winter Haven,
Florida
|
$25.5万
|
+$9.9万
|
8
|
0.01%
|
買い増し
|
|
|
1998
|
Advyzon Investment Management
Lisle,
Illinois
|
$25.5万
|
+$22.6万
|
1
|
0.02%
|
新規
|
|
|
1999
|
W.H. Cornerstone Investments
Kingston,
Massachusetts
|
$25.3万
|
$0
|
1
|
0.14%
|
維持
|
|
|
2000
|
Five Oceans Advisors
Santa Monica,
California
|
$25.2万
|
-$2,239
|
1
|
0.08%
|
減少
|
|
