|
1976
|
Sepio Capital
Salt Lake City,
Utah
|
$27.4万
|
-$7,902
|
1
|
0.02%
|
減少
|
|
|
1977
|
Nadler Financial Group
Deerfield,
Illinois
|
$27.3万
|
+$1.14万
|
1
|
0.04%
|
買い増し
|
|
|
1978
|
Systematic Alpha Investments
Princeton,
New Jersey
|
$27.3万
|
-$290万
|
1
|
0.01%
|
減少
|
|
|
1979
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$27.2万
|
-$11.1万
|
1
|
0.02%
|
減少
|
|
|
1980
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$27.2万
|
-$11.2万
|
1
|
0.03%
|
減少
|
|
|
1981
|
Key Client Fiduciary Advisors
Fairfield,
New Jersey
|
$27.2万
|
+$25.5万
|
1
|
0.22%
|
新規
|
|
|
1982
|
Stonnington Group
Pasadena,
California
|
$27.2万
|
-$15.6万
|
1
|
0.06%
|
減少
|
|
|
1983
|
Meridian Financial
Holliston,
Massachusetts
|
$27.2万
|
+$25.5万
|
1
|
0.25%
|
新規
|
|
|
1984
|
Legacy Financial Advisors
Covington,
Kentucky
|
$27.1万
|
+$1.22万
|
1
|
0.06%
|
買い増し
|
|
|
1985
|
AJ Wealth Strategies
New York
|
$27万
|
-$1.15万
|
1
|
0.01%
|
減少
|
|
|
1986
|
Auxano Advisors
Bellevue,
Washington
|
$27万
|
+$5.98万
|
1
|
0.12%
|
買い増し
|
|
|
1987
|
Main Street Research
Lakeville,
Connecticut
|
$27万
|
+$3.74万
|
1
|
0.02%
|
買い増し
|
|
|
1988
|
Center for Financial Planning
Southfied,
Michigan
|
$26.9万
|
-$8.15万
|
1
|
0.06%
|
減少
|
|
|
1989
|
Eldridge Investment Advisors
Manchester,
New Hampshire
|
$26.8万
|
-$1.59万
|
1
|
0.09%
|
減少
|
|
|
1990
|
WC Walker & Associates
Fullerton,
California
|
$26.8万
|
-$1.15万
|
1
|
0.13%
|
減少
|
|
|
1991
|
Wealth Alliance Advisory Group
Wichita,
Kansas
|
$26.8万
|
+$2.81万
|
1
|
0.12%
|
買い増し
|
|
|
1992
|
WoodTrust Financial
Wisconsin Rapids,
Wisconsin
|
$26.8万
|
+$25.2万
|
1
|
0.06%
|
新規
|
|
|
1993
|
Foster Victor Wealth Advisors
Greenville,
South Carolina
|
$26.7万
|
-$1.15万
|
1
|
0.04%
|
減少
|
|
|
1994
|
Triangle Securities Wealth Management
Raleigh,
North Carolina
|
$26.7万
|
-$2.66万
|
1
|
0.08%
|
減少
|
|
|
1995
|
Evanson Asset Management
Carmel,
California
|
$26.6万
|
+$3.91万
|
1
|
0.02%
|
買い増し
|
|
|
1996
|
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
|
$26.6万
|
+$2.66万
|
1
|
0.2%
|
買い増し
|
|
|
1997
|
MMA Asset Management
Conshohocken,
Pennsylvania
|
$26.5万
|
-$7.14万
|
1
|
0.19%
|
減少
|
|
|
1998
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$26.4万
|
-$2.38万
|
1
|
0.02%
|
減少
|
|
|
1999
|
Community Bank of Raymore
Raymore,
Missouri
|
$26.2万
|
-$1.13万
|
1
|
0.11%
|
減少
|
|
|
2000
|
Barber Financial Group
Lenexa,
Kansas
|
$26.1万
|
-$9,407
|
1
|
0.03%
|
減少
|
|
