|
1976
|
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
|
$7.9万
|
$0
|
1
|
0.03%
|
維持
|
|
|
1977
|
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
|
$7.8万
|
-$1.35万
|
1
|
0.06%
|
減少
|
|
|
1978
|
Moser Wealth Advisors
Bellevue,
Washington
|
$7.7万
|
+$7.81万
|
1
|
0.07%
|
新規
|
|
|
1979
|
CX Institutional
Auburn,
Indiana
|
$7.6万
|
+$1.38万
|
1
|
0.01%
|
買い増し
|
|
|
1980
|
Harvest Fund Management
Beijing,
China
|
$7.6万
|
-$7.23万
|
1
|
0.01%
|
減少
|
|
|
1981
|
Salomon & Ludwin
Richmond,
Virginia
|
$7.6万
|
$0
|
1
|
0.02%
|
維持
|
|
|
1982
|
Cardinal Capital Management Inc (Canada)
Winnipeg,
Manitoba, Canada
|
$7.4万
|
+$7.47万
|
1
|
0.01%
|
新規
|
|
|
1983
|
Keebeck Wealth Management
Chicago,
Illinois
|
$7.4万
|
+$7.56万
|
1
|
0.02%
|
新規
|
|
|
1984
|
RMR Wealth Builders
Montclair,
New Jersey
|
$7.4万
|
+$7.47万
|
1
|
0.07%
|
新規
|
|
|
1985
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$7.3万
|
$0
|
1
|
0%
|
維持
|
|
|
1986
|
Wealthcare Capital Management
Richmond,
Virginia
|
$7.3万
|
+$8,968
|
1
|
0.01%
|
買い増し
|
|
|
1987
|
Aspire Private Capital
Cornelius,
North Carolina
|
$7.2万
|
$0
|
1
|
0.03%
|
維持
|
|
|
1988
|
Riverview Trust Company
Vancouver,
Washington
|
$7.2万
|
-$1.36万
|
1
|
0.05%
|
減少
|
|
|
1989
|
S.A. Mason
Holland,
Michigan
|
$6.9万
|
+$7.01万
|
1
|
0.07%
|
新規
|
|
|
1990
|
MilWealth Group
Milwaukee,
Wisconsin
|
$6.82万
|
$0
|
1
|
0.05%
|
維持
|
|
|
1991
|
NWK Group
San Francisco,
California
|
$6.7万
|
+$6.8万
|
1
|
0.06%
|
新規
|
|
|
1992
|
Anfield Capital Management
Irvine,
California
|
$6.5万
|
+$5.65万
|
1
|
0.03%
|
新規
|
|
|
1993
|
Pacific Center for Financial Services
San Ramon,
California
|
$6.4万
|
-$1.01万
|
1
|
0.03%
|
減少
|
|
|
1994
|
Braun-Bostich & Associates
Canonsburg,
Pennsylvania
|
$6.3万
|
+$6.33万
|
1
|
0.06%
|
新規
|
|
|
1995
|
Bray Capital Advisors
Naples,
Florida
|
$6.3万
|
$0
|
1
|
0.02%
|
維持
|
|
|
1996
|
Kelly Financial Services
Braintree,
Massachusetts
|
$6.28万
|
-$4.41万
|
1
|
0.05%
|
減少
|
|
|
1997
|
|
$6万
|
+$6.1万
|
1
|
0%
|
新規
|
|
|
1998
|
Old North State Trust
Greensboro,
North Carolina
|
$5.7万
|
-$1.57万
|
1
|
0.03%
|
減少
|
|
|
1999
|
New Capital Management
Houston,
Texas
|
$5.6万
|
$0
|
1
|
0.09%
|
維持
|
|
|
2000
|
Lighthouse Financial Advisors
New Market,
Maryland
|
$5.5万
|
+$5.64万
|
1
|
0.03%
|
新規
|
|
