|
1976
|
Advisor Resource Council
Dallas,
Texas
|
$29.1万
|
+$29.9万
|
1
|
0.07%
|
新規
|
|
|
1977
|
TRUADVICE
Sarasota,
Florida
|
$29.1万
|
+$30.8万
|
1
|
0.12%
|
新規
|
|
|
1978
|
Polaris Wealth Advisory Group
San Rafael,
California
|
$28.9万
|
-$4,950
|
1
|
0.02%
|
減少
|
|
|
1979
|
First Business Financial Services
Madison,
Wisconsin
|
$28.7万
|
+$1,605
|
1
|
0.04%
|
買い増し
|
|
|
1980
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$28.7万
|
+$7.13万
|
1
|
0.02%
|
買い増し
|
|
|
1981
|
Holistic Financial Partners
Indianapolis,
Indiana
|
$28.7万
|
+$1.11万
|
1
|
0.22%
|
買い増し
|
|
|
1982
|
GeoWealth Management
Chicago,
Illinois
|
$28.6万
|
+$3.63万
|
1
|
0.03%
|
買い増し
|
|
|
1983
|
Sterling Financial Planning
Sparta,
New Jersey
|
$28.5万
|
$0
|
1
|
0.15%
|
維持
|
|
|
1984
|
Nadler Financial Group
Deerfield,
Illinois
|
$28.5万
|
+$1.34万
|
1
|
0.05%
|
買い増し
|
|
|
1985
|
ETFidea
Syracuse,
New York
|
$28.4万
|
$0
|
1
|
0.12%
|
維持
|
|
|
1986
|
|
$28.3万
|
$0
|
1
|
0.08%
|
維持
|
|
|
1987
|
Mairs & Power Inc
St Paul,
Minnesota
|
$28.3万
|
-$3.75万
|
1
|
0%
|
減少
|
|
|
1988
|
Jasper Ridge Partners
Menlo Park,
California
|
$28.3万
|
$0
|
1
|
0.01%
|
維持
|
|
|
1989
|
Catalyst Capital Advisors
Huntington,
New York
|
$28.3万
|
$0
|
1
|
0.01%
|
維持
|
|
|
1990
|
Teza Capital Management
Chicago,
Illinois
|
$28.2万
|
+$28.8万
|
1
|
0.06%
|
新規
|
|
|
1991
|
Family Management
New York
|
$28.2万
|
$0
|
1
|
0.06%
|
維持
|
|
|
1992
|
Progressive Investment Management
Lake Oswego,
Oregon
|
$28.2万
|
-$2.61万
|
1
|
0.09%
|
減少
|
|
|
1993
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$28.2万
|
+$2,274
|
1
|
0.02%
|
買い増し
|
|
|
1994
|
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
|
$28.1万
|
+$6,689
|
1
|
0.17%
|
買い増し
|
|
|
1995
|
|
$28.1万
|
+$28.7万
|
1
|
0.11%
|
新規
|
|
|
1996
|
|
$28万
|
$0
|
1
|
0%
|
維持
|
|
|
1997
|
Insight 2811 Inc
Chicago,
Illinois
|
$28万
|
$0
|
1
|
0.17%
|
維持
|
|
|
1998
|
Riverview Trust Company
Vancouver,
Washington
|
$27.8万
|
$0
|
1
|
0.26%
|
維持
|
|
|
1999
|
Granite FO LLC
Bedford,
New Hampshire
|
$27.8万
|
+$29.4万
|
1
|
0.17%
|
新規
|
|
|
2000
|
Revisor Wealth Management
Akron,
Ohio
|
$27.7万
|
+$28.3万
|
1
|
0.25%
|
新規
|
|