|
1976
|
Counterweight Ventures
Wilmington,
North Carolina
|
$53.8万
|
$0
|
1
|
0.27%
|
維持
|
|
|
1977
|
Gilliland Jeter Wealth Management
Little Rock,
Arkansas
|
$53.7万
|
$0
|
2
|
0.14%
|
維持
|
|
|
1978
|
Pinnacle Family Advisors
Springfield,
Missouri
|
$53.7万
|
-$2,621
|
1
|
0.23%
|
減少
|
|
|
1979
|
|
$53.4万
|
$0
|
1
|
0.02%
|
維持
|
|
|
1980
|
Trust Asset Management
Houston,
Texas
|
$53.3万
|
-$20.1万
|
1
|
0.03%
|
減少
|
|
|
1981
|
Net Worth Advisory Group
Sandy,
Utah
|
$53.3万
|
-$8.05万
|
2
|
0.13%
|
減少
|
|
|
1982
|
nVerses Capital
Wellington,
Florida
|
$53.3万
|
+$13.5万
|
2
|
0.82%
|
買い増し
|
|
|
1983
|
Index Technologies Group
New York
|
$53.2万
|
-$1.02万
|
2
|
0.43%
|
減少
|
|
|
1984
|
Advisor OS
Chicago,
Illinois
|
$53.1万
|
-$3.7万
|
1
|
0.04%
|
減少
|
|
|
1985
|
Maripau Wealth Management
Fort Wayne,
Indiana
|
$53万
|
+$6.81万
|
1
|
0.19%
|
買い増し
|
|
|
1986
|
|
$52.9万
|
$0
|
1
|
0.14%
|
維持
|
|
|
1987
|
Minot DeBlois Advisors
Boston,
Massachusetts
|
$52.9万
|
+$2.32万
|
1
|
0.45%
|
買い増し
|
|
|
1988
|
Severin Investments
St. Louis,
Missouri
|
$52.9万
|
+$49.2万
|
1
|
0.4%
|
新規
|
|
|
1989
|
Clear Wave Wealth Management
Red Bank,
New Jersey
|
$52.8万
|
+$1.27万
|
1
|
0.1%
|
買い増し
|
|
|
1990
|
Wealth Science Advisors
Alpharetta,
Georgia
|
$52.6万
|
+$7.34万
|
1
|
0.23%
|
買い増し
|
|
|
1991
|
Parkwoods Wealth Partners
Syracuse,
New York
|
$52.3万
|
+$48.8万
|
1
|
0.08%
|
新規
|
|
|
1992
|
New Wave Wealth Advisors
Springdale,
Arkansas
|
$52.2万
|
+$15.4万
|
1
|
0.14%
|
買い増し
|
|
|
1993
|
Accent Capital Management
Centerville,
Ohio
|
$51.8万
|
+$45.8万
|
4
|
0.22%
|
買い増し
|
|
|
1994
|
CM Management
Gulf Breeze,
Florida
|
$51.8万
|
+$5.92万
|
1
|
0.33%
|
買い増し
|
|
|
1995
|
Barnes Pettey Financial Advisors
Clarksdale,
Mississippi
|
$51.7万
|
$0
|
1
|
0.16%
|
維持
|
|
|
1996
|
Fulcrum Equity Management
Plano,
Texas
|
$51.7万
|
+$197
|
1
|
0.38%
|
買い増し
|
|
|
1997
|
Northland Securities
Minneapolis,
Minnesota
|
$51.7万
|
-$52.6万
|
1
|
0.3%
|
減少
|
|
|
1998
|
TFO Wealth Partners
Maumee,
Ohio
|
$51.7万
|
-$46.2万
|
1
|
0.06%
|
減少
|
|
|
1999
|
Philip James Wealth Mangement
Milton,
Georgia
|
$51.5万
|
+$1,708
|
1
|
0.06%
|
買い増し
|
|
|
2000
|
Destination Wealth Management
Walnut Creek,
California
|
$51.5万
|
+$25.1万
|
2
|
0.01%
|
買い増し
|
|
