|
1976
|
Flynn Zito Capital Management
Garden City,
New York
|
$27.4万
|
+$19.9万
|
1
|
0.07%
|
新規
|
|
|
1977
|
Lake Street Private Wealth
Chicago,
Illinois
|
$27.2万
|
+$24.4万
|
1
|
0.03%
|
新規
|
|
|
1978
|
Cannon Global Investment Management
Davie,
Florida
|
$27.2万
|
-$18.9万
|
1
|
0.77%
|
減少
|
|
|
1979
|
McIntyre, Freedman & Flynn Investment Advisers
Orleans,
Massachusetts
|
$27.2万
|
+$19.8万
|
1
|
0.16%
|
新規
|
|
|
1980
|
Whalerock Point Partners
Providence,
Rhode Island
|
$27.2万
|
+$19.8万
|
1
|
0.05%
|
新規
|
|
|
1981
|
Orion Capital Management
Coronado,
California
|
$27.1万
|
+$1.98万
|
2
|
0.08%
|
買い増し
|
|
|
1982
|
TD Private Client Wealth
New York
|
$27万
|
+$11.8万
|
7
|
0%
|
買い増し
|
|
|
1983
|
Real Talk Capital
Franklin,
Tennessee
|
$27万
|
+$28万
|
1
|
0.2%
|
新規
|
|
|
1984
|
Vines Capital Management
Monroe,
Louisiana
|
$26.9万
|
-$6,629
|
1
|
0.22%
|
減少
|
|
|
1985
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
$26.9万
|
-$1.07万
|
1
|
0%
|
減少
|
|
|
1986
|
Mullooly Asset Management
Wall Township,
New Jersey
|
$26.8万
|
$0
|
1
|
0.08%
|
維持
|
|
|
1987
|
Associated Banc-Corp
Green Bay,
Wisconsin
|
$26.8万
|
+$6,244
|
1
|
0.01%
|
買い増し
|
|
|
1988
|
Optivise Advisory Services
Franklin,
Tennessee
|
$26.7万
|
+$19.4万
|
1
|
0.14%
|
新規
|
|
|
1989
|
L.J. Altfest & Co
New York
|
$26.7万
|
-$183万
|
1
|
0.03%
|
減少
|
|
|
1990
|
Asset Planning Inc
Cypress,
California
|
$26.7万
|
+$19.4万
|
2
|
0.17%
|
新規
|
|
|
1991
|
Blue Square Asset Management
New York
|
$26.6万
|
+$25.7万
|
1
|
0.11%
|
新規
|
|
|
1992
|
Relyea Zuckerberg Hanson
Stamford,
Connecticut
|
$26.5万
|
+$23.8万
|
1
|
0.02%
|
新規
|
|
|
1993
|
Drucker Wealth 3.0
Woodcliff Lake,
New Jersey
|
$26.5万
|
-$5,352
|
1
|
0.04%
|
減少
|
|
|
1994
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$26.5万
|
+$29.1万
|
1
|
0.02%
|
新規
|
|
|
1995
|
Rare Wolf Capital
Bellevue,
Washington
|
$26.5万
|
-$7.29万
|
1
|
0.17%
|
減少
|
|
|
1996
|
Thompson Davis & Co
Richmond,
Virginia
|
$26.4万
|
-$20.3万
|
1
|
0.16%
|
減少
|
|
|
1997
|
Thrive Wealth Management
Audubon,
Pennsylvania
|
$26.3万
|
+$23.6万
|
1
|
0.03%
|
新規
|
|
|
1998
|
Prentice Wealth Management
Rochester,
New York
|
$26.3万
|
+$19.1万
|
1
|
0.05%
|
新規
|
|
|
1999
|
Cedar Mountain Advisors
Lake Oswego,
Oregon
|
$26.2万
|
+$1,638
|
5
|
0.05%
|
買い増し
|
|
|
2000
|
Pension & Wealth Management Advisors
Waltham,
Massachusetts
|
$26.2万
|
-$15万
|
2
|
0.07%
|
減少
|
|
