|
1976
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$25.1万
|
-$2.07万
|
1
|
0.04%
|
減少
|
|
|
1977
|
Bridgeworth
Birmingham,
Alabama
|
$25万
|
-$2,625
|
1
|
0.06%
|
減少
|
|
|
1978
|
Holistic Financial Partners
Indianapolis,
Indiana
|
$25万
|
$0
|
1
|
0.25%
|
維持
|
|
|
1979
|
Apella Capital
West Hartford,
Connecticut
|
$24.9万
|
+$7,874
|
1
|
0.03%
|
買い増し
|
|
|
1980
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$24.9万
|
+$7.09万
|
1
|
0.02%
|
買い増し
|
|
|
1981
|
Matthew Hamilton Rosenberg
|
$24.9万
|
+$394
|
1
|
0.1%
|
買い増し
|
|
|
1982
|
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
|
$24.9万
|
$0
|
1
|
0.25%
|
維持
|
|
|
1983
|
Sepio Capital
Salt Lake City,
Utah
|
$24.9万
|
+$5,774
|
1
|
0.02%
|
買い増し
|
|
|
1984
|
Five Oceans Advisors
Santa Monica,
California
|
$24.8万
|
+$2.76万
|
1
|
0.2%
|
買い増し
|
|
|
1985
|
Investment Advisory Group
Hanover,
Massachusetts
|
$24.8万
|
-$4,724
|
1
|
0.17%
|
減少
|
|
|
1986
|
Masso Torrence Wealth Management
Marlton,
New Jersey
|
$24.8万
|
+$394
|
1
|
0.22%
|
買い増し
|
|
|
1987
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$24.8万
|
+$656
|
1
|
0.09%
|
買い増し
|
|
|
1988
|
Wintrust Investments
Chicago,
Illinois
|
$24.8万
|
-$4.24万
|
1
|
0.03%
|
減少
|
|
|
1989
|
Engrave Wealth Partners
The Woodlands,
Texas
|
$24.7万
|
+$131
|
1
|
0.12%
|
買い増し
|
|
|
1990
|
Marietta Wealth Management
Marietta,
Georgia
|
$24.7万
|
$0
|
1
|
0.06%
|
維持
|
|
|
1991
|
W Advisors LLC
Germantown,
Tennessee
|
$24.7万
|
-$2,887
|
1
|
0.23%
|
減少
|
|
|
1992
|
Blueprint Investment Partners
Greensboro,
North Carolina
|
$24.6万
|
-$74.6万
|
1
|
0.07%
|
減少
|
|
|
1993
|
Nadler Financial Group
Deerfield,
Illinois
|
$24.6万
|
$0
|
1
|
0.05%
|
維持
|
|
|
1994
|
Resource Consulting Group
Orlando,
Florida
|
$24.6万
|
+$6.3万
|
1
|
0.07%
|
買い増し
|
|
|
1995
|
Eastern Bank
Boston,
Massachusetts
|
$24.5万
|
$0
|
1
|
0.01%
|
維持
|
|
|
1996
|
RS Crum Inc
Newport Beach,
California
|
$24.5万
|
$0
|
1
|
0.13%
|
維持
|
|
|
1997
|
World Investment Advisors
Santa Barbara,
California
|
$24.5万
|
-$18.8万
|
1
|
0.06%
|
減少
|
|
|
1998
|
CNB Bank
Clearfield,
Pennsylvania
|
$24.4万
|
-$3.6万
|
1
|
0.17%
|
減少
|
|
|
1999
|
Foster Victor Wealth Advisors
Greenville,
South Carolina
|
$24.4万
|
-$3,806
|
1
|
0.04%
|
減少
|
|
|
2000
|
Triad Financial Advisors
Greensboro,
North Carolina
|
$24.3万
|
-$7,349
|
1
|
0.13%
|
減少
|
|
