|
1976
|
Wealth Alliance Advisory Group
Wichita,
Kansas
|
$23.7万
|
+$2.55万
|
1
|
0.12%
|
買い増し
|
|
|
1977
|
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
|
$23.6万
|
$0
|
1
|
0.18%
|
維持
|
|
|
1978
|
STALEY CAPITAL ADVISERS
Pittsburgh,
Pennsylvania
|
$23.6万
|
+$3,075
|
1
|
0.01%
|
買い増し
|
|
|
1979
|
Evoke Wealth
Los Angeles,
California
|
$23.5万
|
+$3,609
|
1
|
0.01%
|
買い増し
|
|
|
1980
|
Dana Investment Advisors
Waukesha,
Wisconsin
|
$23.4万
|
+$2.19万
|
1
|
0.01%
|
買い増し
|
|
|
1981
|
Doliver Advisors
Houston,
Texas
|
$23.4万
|
$0
|
1
|
0.08%
|
維持
|
|
|
1982
|
Tempus Wealth Planning
Irvine,
California
|
$23.4万
|
$0
|
1
|
0.13%
|
維持
|
|
|
1983
|
Vista Capital Partners
Portland,
Oregon
|
$23.4万
|
+$1,069
|
1
|
0.03%
|
買い増し
|
|
|
1984
|
Birchcreek Wealth Management
Miami Township,
Ohio
|
$23.3万
|
$0
|
1
|
0.22%
|
維持
|
|
|
1985
|
Evanson Asset Management
Carmel,
California
|
$23.3万
|
-$2,406
|
1
|
0.02%
|
減少
|
|
|
1986
|
First Mercantile Trust
Cordova,
Tennessee
|
$23.3万
|
-$3.07万
|
1
|
0.03%
|
減少
|
|
|
1987
|
Financial Consulate
Hunt Valley,
Maryland
|
$23.2万
|
-$3,342
|
1
|
0.08%
|
減少
|
|
|
1988
|
FWG Holdings
Winter Park,
Florida
|
$23.2万
|
+$1,069
|
1
|
0.2%
|
買い増し
|
|
|
1989
|
Hollencrest Capital Management
Newport Beach,
California
|
$23.2万
|
$0
|
1
|
0.02%
|
維持
|
|
|
1990
|
Tranquility Partners
Brentwood,
Tennessee
|
$23.2万
|
+$23.4万
|
1
|
0.12%
|
新規
|
|
|
1991
|
Vivid Financial Management
Orcutt,
California
|
$23.2万
|
+$401
|
1
|
0.1%
|
買い増し
|
|
|
1992
|
Carolina Wealth Advisors
Myrtle Beach,
South Carolina
|
$23.1万
|
$0
|
1
|
0.15%
|
維持
|
|
|
1993
|
Foster Group
West Des Moines,
Iowa
|
$23.1万
|
-$12.4万
|
1
|
0.02%
|
減少
|
|
|
1994
|
Thomasville National Bank
Thomasville,
Georgia
|
$23.1万
|
-$9.7万
|
1
|
0.02%
|
減少
|
|
|
1995
|
Vanguard Capital Wealth Advisors
Denver,
Colorado
|
$23.1万
|
+$1,337
|
1
|
0.15%
|
買い増し
|
|
|
1996
|
Atalanta Sosnoff Capital
New York
|
$22.9万
|
+$23.1万
|
1
|
0.01%
|
新規
|
|
|
1997
|
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
|
$22.9万
|
$0
|
1
|
0.07%
|
維持
|
|
|
1998
|
Main Street Research
Lakeville,
Connecticut
|
$22.9万
|
+$1.62万
|
1
|
0.02%
|
買い増し
|
|
|
1999
|
Knuff & Co
Foster City,
California
|
$22.8万
|
$0
|
1
|
0.09%
|
維持
|
|
|
2000
|
Penn Mutual Asset Management
Conshohocken,
Pennsylvania
|
$22.8万
|
$0
|
1
|
0.36%
|
維持
|
|