|
1976
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$26.1万
|
+$8,738
|
1
|
0.04%
|
買い増し
|
|
|
1977
|
|
$26.1万
|
+$9,781
|
1
|
0.02%
|
買い増し
|
|
|
1978
|
Pinion Investment Advisors
Wichita,
Kansas
|
$26万
|
+$26.1万
|
1
|
0.18%
|
新規
|
|
|
1979
|
Quinn Opportunity Partners
Charlottesville,
Virginia
|
$26万
|
+$26.1万
|
1
|
0.01%
|
新規
|
|
|
1980
|
Triton Wealth Management
Sun City,
Arizona
|
$26万
|
$0
|
1
|
0.13%
|
維持
|
|
|
1981
|
Foster Victor Wealth Advisors
Greenville,
South Carolina
|
$25.9万
|
$0
|
1
|
0.04%
|
維持
|
|
|
1982
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$25.9万
|
-$2.57万
|
1
|
0.03%
|
減少
|
|
|
1983
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$25.9万
|
+$26万
|
1
|
0.07%
|
新規
|
|
|
1984
|
Financial Management Network
Mission Viejo,
California
|
$25.8万
|
-$8,086
|
1
|
0.13%
|
減少
|
|
|
1985
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$25.8万
|
+$3,912
|
1
|
0.01%
|
買い増し
|
|
|
1986
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$25.7万
|
+$2万
|
1
|
0.02%
|
買い増し
|
|
|
1987
|
Family Management
New York
|
$25.7万
|
+$9,129
|
1
|
0.07%
|
買い増し
|
|
|
1988
|
Matthew Hamilton Rosenberg
|
$25.7万
|
+$1.08万
|
1
|
0.09%
|
買い増し
|
|
|
1989
|
Passive Capital Management
Baltimore,
Maryland
|
$25.7万
|
+$25.8万
|
1
|
0.14%
|
新規
|
|
|
1990
|
United Community Bank
Greenville,
South Carolina
|
$25.7万
|
+$1.3万
|
1
|
0.26%
|
買い増し
|
|
|
1991
|
PFS Partners
Mine Hill,
New Jersey
|
$25.6万
|
-$1.15万
|
1
|
0.22%
|
減少
|
|
|
1992
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$25.6万
|
$0
|
1
|
0.02%
|
維持
|
|
|
1993
|
Wealth Alliance Advisory Group
Wichita,
Kansas
|
$25.6万
|
-$4,434
|
1
|
0.11%
|
減少
|
|
|
1994
|
AJ Wealth Strategies
New York
|
$25.5万
|
-$7,825
|
1
|
0.01%
|
減少
|
|
|
1995
|
Barber Financial Group
Lenexa,
Kansas
|
$25.5万
|
+$1,826
|
1
|
0.03%
|
買い増し
|
|
|
1996
|
Community Bank of Raymore
Raymore,
Missouri
|
$25.5万
|
$0
|
1
|
0.07%
|
維持
|
|
|
1997
|
MA Private Wealth
San Carlos,
California
|
$25.5万
|
+$2,739
|
1
|
0.05%
|
買い増し
|
|
|
1998
|
M. Kulyk & Associates
Decatur,
Georgia
|
$25.5万
|
-$4.8万
|
1
|
0.07%
|
減少
|
|
|
1999
|
|
$25.5万
|
+$26.9万
|
1
|
0.03%
|
新規
|
|
|
2000
|
TFG Advisers
Auburn Hills,
Michigan
|
$25.5万
|
+$5,217
|
1
|
0.12%
|
買い増し
|
|
