|
1976
|
TI-Trust
Quincy,
Illinois
|
$129万
|
+$2.14万
|
1
|
0.69%
|
買い増し
|
|
|
1977
|
Rossby Financial
Melbourne,
Florida
|
$129万
|
+$60.5万
|
4
|
0.24%
|
買い増し
|
|
|
1978
|
Chesapeake Asset Management
New York
|
$129万
|
+$2,597
|
3
|
0.98%
|
買い増し
|
|
|
1979
|
Guilbault Capital
Metairie,
Louisiana
|
$128万
|
-$4.16万
|
1
|
1.29%
|
減少
|
|
|
1980
|
Biltmore Family Office
Charlotte,
North Carolina
|
$128万
|
-$26.2万
|
2
|
0.17%
|
減少
|
|
|
1981
|
Plotkin Financial Advisors
Chevy Chase,
Maryland
|
$128万
|
$0
|
1
|
0.53%
|
維持
|
|
|
1982
|
Forteris Wealth Management
Armonk,
New York
|
$128万
|
-$1,764
|
1
|
1.04%
|
減少
|
|
|
1983
|
Zullo Investment Group
Scranton,
Pennsylvania
|
$128万
|
-$3.53万
|
1
|
0.44%
|
減少
|
|
|
1984
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$128万
|
+$16.5万
|
1
|
0.06%
|
買い増し
|
|
|
1985
|
Cornerstone Advisors Asset Management
Bethlehem,
Pennsylvania
|
$127万
|
-$10万
|
1
|
0.17%
|
減少
|
|
|
1986
|
Relyea Zuckerberg Hanson
Stamford,
Connecticut
|
$127万
|
+$4.41万
|
2
|
0.11%
|
買い増し
|
|
|
1987
|
L. Roy Papp & Associates
Phoenix,
Arizona
|
$127万
|
-$15.7万
|
1
|
0.13%
|
減少
|
|
|
1988
|
Argent Advisors
Monroe,
Louisiana
|
$127万
|
+$3.93万
|
1
|
0.32%
|
買い増し
|
|
|
1989
|
Pursuit Wealth Strategies
Raleigh,
North Carolina
|
$127万
|
+$756
|
1
|
1.65%
|
買い増し
|
|
|
1990
|
WNY Asset Management
Williamsville,
New York
|
$127万
|
+$40万
|
2
|
0.11%
|
買い増し
|
|
|
1991
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$126万
|
+$3万
|
1
|
0.52%
|
買い増し
|
|
|
1992
|
Aviance Capital Partners
Naples,
Florida
|
$126万
|
+$17.2万
|
1
|
0.13%
|
買い増し
|
|
|
1993
|
Lafayette Investments
Ashton,
Maryland
|
$126万
|
+$5.04万
|
1
|
0.23%
|
買い増し
|
|
|
1994
|
Roman Butler Fullerton & Co
St Louis,
Missouri
|
$126万
|
-$2.27万
|
1
|
0.3%
|
減少
|
|
|
1995
|
Cape Ann Savings Bank
Glocuster,
Massachusetts
|
$126万
|
-$2,519
|
1
|
0.59%
|
減少
|
|
|
1996
|
Uniting Wealth Partners
Mission,
Kansas
|
$126万
|
-$21.5万
|
1
|
0.26%
|
減少
|
|
|
1997
|
First Bancorp
Damariscotta,
Maine
|
$126万
|
+$11.5万
|
1
|
0.5%
|
買い増し
|
|
|
1998
|
CastleKeep Investment Advisors
Westport,
Connecticut
|
$126万
|
-$7.26万
|
1
|
0.63%
|
減少
|
|
|
1999
|
Vicus Capital
State College,
Pennsylvania
|
$126万
|
-$7.71万
|
1
|
0.08%
|
減少
|
|
|
2000
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
$126万
|
-$67.1万
|
1
|
0.08%
|
減少
|
|