|
1976
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$2.44万
|
+$2.43万
|
1
|
0%
|
新規
|
|
|
1977
|
Spectrum Wealth Advisory Group
Granite Bay,
California
|
$2.34万
|
+$2.33万
|
1
|
0.01%
|
新規
|
|
|
1978
|
JPL Wealth Management
Highlands Ranch,
Colorado
|
$2.24万
|
+$1.34万
|
2
|
0%
|
買い増し
|
|
|
1979
|
Millstone Evans Group
Boulder,
Colorado
|
$2.19万
|
+$2.17万
|
1
|
0.01%
|
新規
|
|
|
1980
|
Levin Capital Strategies
New York
|
$2.12万
|
+$2.11万
|
1
|
0%
|
新規
|
|
|
1981
|
Boreal Capital Management
Miami,
Florida
|
$2.11万
|
+$2.07万
|
1
|
0.02%
|
新規
|
|
|
1982
|
Institute for Wealth Management
Denver,
Colorado
|
$2.08万
|
+$2.07万
|
1
|
0%
|
新規
|
|
|
1983
|
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
|
$2.03万
|
+$1.39万
|
1
|
0%
|
買い増し
|
|
|
1984
|
Colonial Trust
Spartanburg,
South Carolina
|
$2.02万
|
+$3,955
|
2
|
0%
|
買い増し
|
|
|
1985
|
GFS Advisors
Houston,
Texas
|
$2.01万
|
+$492万
|
1
|
0%
|
新規
|
|
|
1986
|
Pension & Wealth Management Advisors
Waltham,
Massachusetts
|
$2万
|
-$3,786
|
1
|
0.01%
|
減少
|
|
|
1987
|
1620 Investment Advisors
Plymouth,
Massachusetts
|
$1.96万
|
+$1.95万
|
1
|
0.01%
|
新規
|
|
|
1988
|
Advocate Investing Services
Woodbine,
Maryland
|
$1.92万
|
+$1.35万
|
2
|
0.01%
|
買い増し
|
|
|
1989
|
NBT Bank
Norwich,
New York
|
$1.91万
|
+$1.7万
|
2
|
0%
|
買い増し
|
|
|
1990
|
Strategic Wealth Advisors
Scottsdale,
Arizona
|
$1.9万
|
$0
|
1
|
0.02%
|
維持
|
|
|
1991
|
Manning & Napier Advisors
Fairport,
New York
|
$1.88万
|
+$1.79万
|
1
|
0%
|
買い増し
|
|
|
1992
|
Custom Index Systems
New York
|
$1.88万
|
+$1.87万
|
1
|
0.01%
|
新規
|
|
|
1993
|
DRH Investments
Thousand Oaks,
California
|
$1.88万
|
+$1.87万
|
1
|
0.01%
|
新規
|
|
|
1994
|
Outlook Capital Management
Arlington Heights,
Illinois
|
$1.88万
|
+$1.87万
|
1
|
0.01%
|
新規
|
|
|
1995
|
Aventus Investment Advisors
Naples,
Florida
|
$1.85万
|
+$1.83万
|
1
|
0.01%
|
新規
|
|
|
1996
|
MH & Associates Securities Management
Carlsbad,
California
|
$1.85万
|
+$1.83万
|
1
|
0.02%
|
新規
|
|
|
1997
|
West Branch Capital
Amherst,
Massachusetts
|
$1.85万
|
+$1.83万
|
1
|
0%
|
新規
|
|
|
1998
|
Networth Advisors
Canonsburg,
Pennsylvania
|
$1.8万
|
+$1.78万
|
1
|
0.01%
|
新規
|
|
|
1999
|
Davis Capital Management
Jacksonville,
Florida
|
$1.76万
|
+$1.72万
|
2
|
0.01%
|
買い増し
|
|
|
2000
|
10Elms LLP
Tulsa,
Oklahoma
|
$1.76万
|
+$1.75万
|
1
|
0.01%
|
新規
|
|