|
1976
|
Sunbelt Securities
Houston,
Texas
|
$30.4万
|
+$2,621
|
1
|
0.06%
|
買い増し
|
|
|
1977
|
McGlone Suttner Wealth Management
Appleton,
Wisconsin
|
$30.3万
|
+$29.7万
|
1
|
0.1%
|
新規
|
|
|
1978
|
Family Management
New York
|
$30.3万
|
$0
|
1
|
0.07%
|
維持
|
|
|
1979
|
Lokken Investment Group
Lewes,
Delaware
|
$30.2万
|
$0
|
1
|
0.24%
|
維持
|
|
|
1980
|
Hummer Financial Advisory Services
Chicago,
Illinois
|
$30.2万
|
$0
|
1
|
0.33%
|
維持
|
|
|
1981
|
|
$30.1万
|
-$8.28万
|
1
|
0%
|
減少
|
|
|
1982
|
Insight 2811 Inc
Chicago,
Illinois
|
$30.1万
|
$0
|
1
|
0.19%
|
維持
|
|
|
1983
|
Graham Capital Management
Rowayton,
Connecticut
|
$30万
|
-$188万
|
1
|
0.01%
|
減少
|
|
|
1984
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$30万
|
+$1.54万
|
1
|
0.03%
|
買い増し
|
|
|
1985
|
MA Private Wealth
San Carlos,
California
|
$30万
|
+$1,241
|
1
|
0.07%
|
買い増し
|
|
|
1986
|
Riverview Trust Company
Vancouver,
Washington
|
$29.9万
|
+$8.08万
|
1
|
0.28%
|
買い増し
|
|
|
1987
|
Prudent Investors Network
Lake Forest,
California
|
$29.8万
|
$0
|
1
|
0.14%
|
維持
|
|
|
1988
|
Bridgeworth
Birmingham,
Alabama
|
$29.8万
|
+$1,655
|
1
|
0.05%
|
買い増し
|
|
|
1989
|
Retirement Investment Advisors
Oklahoma City,
Oklahoma
|
$29.7万
|
+$29.1万
|
1
|
0.19%
|
新規
|
|
|
1990
|
Salomon & Ludwin
Richmond,
Virginia
|
$29.7万
|
+$3.72万
|
1
|
0.04%
|
買い増し
|
|
|
1991
|
AllSquare Wealth Management
Albany,
New York
|
$29.7万
|
$0
|
1
|
0.2%
|
維持
|
|
|
1992
|
Holistic Financial Partners
Indianapolis,
Indiana
|
$29.7万
|
$0
|
1
|
0.27%
|
維持
|
|
|
1993
|
United Community Bank
Greenville,
South Carolina
|
$29.7万
|
-$7,173
|
1
|
0.29%
|
減少
|
|
|
1994
|
Matthew Hamilton Rosenberg
|
$29.6万
|
+$138
|
1
|
0.1%
|
買い増し
|
|
|
1995
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$29.6万
|
-$1.79万
|
1
|
0.07%
|
減少
|
|
|
1996
|
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
|
$29.5万
|
$0
|
1
|
0.18%
|
維持
|
|
|
1997
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$29.5万
|
+$828
|
1
|
0.1%
|
買い増し
|
|
|
1998
|
Saratoga Research & Investment Management
Saratoga,
California
|
$29.4万
|
-$7,449
|
1
|
0.01%
|
減少
|
|
|
1999
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$29.4万
|
+$2,621
|
1
|
0.03%
|
買い増し
|
|
|
2000
|
Investment Advisory Group
Hanover,
Massachusetts
|
$29.4万
|
$0
|
1
|
0.18%
|
維持
|
|
