|
1976
|
Evolution Wealth Advisors
Aventura,
Florida
|
$7,000
|
$0
|
1
|
0%
|
維持
|
|
|
1977
|
FNY Investment Advisers
New York
|
$7,000
|
$0
|
1
|
0%
|
維持
|
|
|
1978
|
Janiczek Wealth Management
Denver,
Colorado
|
$7,000
|
+$6,593
|
1
|
0%
|
新規
|
|
|
1979
|
Globeflex Capital
San Diego,
California
|
$6,000
|
$0
|
1
|
0%
|
維持
|
|
|
1980
|
Litman Gregory Wealth Management
Larkspur,
California
|
$6,000
|
$0
|
1
|
0%
|
維持
|
|
|
1981
|
Mine & Arao Wealth Creation & Management
Campbell,
California
|
$6,000
|
$0
|
1
|
0%
|
維持
|
|
|
1982
|
|
$6,000
|
-$683万
|
1
|
0%
|
減少
|
|
|
1983
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$6,000
|
$0
|
1
|
0%
|
維持
|
|
|
1984
|
Credential Qtrade Securities
Vancouver,
|
$5,231
|
$0
|
1
|
0%
|
維持
|
|
|
1985
|
Winch Advisory Services
Appleton,
Wisconsin
|
$5,000
|
+$2,708
|
1
|
0%
|
買い増し
|
|
|
1986
|
Ashburton (Jersey)
St Helier,
Jersey
|
$4,000
|
$0
|
1
|
0%
|
維持
|
|
|
1987
|
Capital Directions Investment Advisors
Atlanta,
Georgia
|
$4,000
|
$0
|
1
|
0%
|
維持
|
|
|
1988
|
Cordant Inc
Portland,
Oregon
|
$4,000
|
$0
|
1
|
0%
|
維持
|
|
|
1989
|
USA Financial Formulas
Ada,
Michigan
|
$4,000
|
+$471
|
1
|
0%
|
買い増し
|
|
|
1990
|
Financial Enhancement Group
Anderson,
Indiana
|
$3,000
|
$0
|
1
|
0%
|
維持
|
|
|
1991
|
Seaview Investment Managers
Miami,
Florida
|
$3,000
|
+$3,414
|
1
|
0%
|
新規
|
|
|
1992
|
Eukles Asset Management
Cincinnati,
Ohio
|
$1,000
|
$0
|
1
|
0%
|
維持
|
|
|
1993
|
Acima Private Wealth
Richmond,
Virginia
|
$0
|
-$4.6万
|
0
|
–
|
解消
|
|
|
1994
|
AJO LP
Philadelphia,
Pennsylvania
|
$0
|
-$66.4万
|
0
|
–
|
解消
|
|
|
1995
|
Alpine Global Management
New York
|
$0
|
-$108万
|
0
|
–
|
解消
|
|
|
1996
|
|
$0
|
-$42.6万
|
0
|
–
|
解消
|
|
|
1997
|
Arvest Bank Trust Division
Dewey,
Oklahoma
|
$0
|
-$962万
|
0
|
–
|
解消
|
|
|
1998
|
Asset Advisors Investment Management
Augusta,
Georgia
|
$0
|
-$14.5万
|
0
|
–
|
解消
|
|
|
1999
|
Aufman Associates
Sewickley,
Pennsylvania
|
$0
|
-$21.1万
|
0
|
–
|
解消
|
|
|
2000
|
Balentine LLC
Atlanta,
Georgia
|
$0
|
-$9.9万
|
0
|
–
|
解消
|
|
