|
1976
|
Paulson Wealth Management
Wheaton,
Illinois
|
$31.5万
|
-$996
|
1
|
0.11%
|
減少
|
|
|
1977
|
Facet Wealth Inc
Baltimore,
Maryland
|
$31.5万
|
+$31万
|
1
|
0.02%
|
新規
|
|
|
1978
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$31.5万
|
+$3,415
|
1
|
0.03%
|
買い増し
|
|
|
1979
|
Affinity Capital Advisors
Berkeley,
California
|
$31.4万
|
-$996
|
1
|
0.09%
|
減少
|
|
|
1980
|
Capital Advisors Wealth Management
Yakima,
Washington
|
$31.3万
|
+$2.66万
|
1
|
0.08%
|
買い増し
|
|
|
1981
|
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
$31.3万
|
+$4.62万
|
1
|
0.08%
|
買い増し
|
|
|
1982
|
|
$31.2万
|
-$2.72万
|
1
|
0.27%
|
減少
|
|
|
1983
|
Vantage Consulting Group
Virginia Beach,
Virginia
|
$31.2万
|
-$2.72万
|
1
|
0.21%
|
減少
|
|
|
1984
|
Cape Investment Advisory
Mcdonough,
Georgia
|
$31.1万
|
+$2.08万
|
1
|
0.18%
|
買い増し
|
|
|
1985
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$31.1万
|
-$12.6万
|
1
|
0.08%
|
減少
|
|
|
1986
|
Lokken Investment Group
Lewes,
Delaware
|
$31.1万
|
+$285
|
1
|
0.2%
|
買い増し
|
|
|
1987
|
Holland Advisory Services
Ormond Beach,
Florida
|
$31.1万
|
+$31.5万
|
1
|
0.39%
|
新規
|
|
|
1988
|
Mainstay Capital Management
Grand Blanc,
Michigan
|
$31万
|
-$3,912
|
1
|
0.07%
|
減少
|
|
|
1989
|
L.M. Kohn & Company
Cincinnati,
Ohio
|
$30.9万
|
+$711
|
1
|
0.11%
|
買い増し
|
|
|
1990
|
Retirement Income Solutions
Ann Arbor,
Michigan
|
$30.9万
|
-$84.1万
|
1
|
0.09%
|
減少
|
|
|
1991
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$30.8万
|
+$4,269
|
1
|
0.04%
|
買い増し
|
|
|
1992
|
Fox Run Management
Greenwich,
Connecticut
|
$30.8万
|
+$31.2万
|
1
|
0.09%
|
新規
|
|
|
1993
|
Salomon & Ludwin
Richmond,
Virginia
|
$30.7万
|
+$1.14万
|
1
|
0.03%
|
買い増し
|
|
|
1994
|
Financial Management Network
Mission Viejo,
California
|
$30.7万
|
+$1,138
|
1
|
0.1%
|
買い増し
|
|
|
1995
|
Guardian Wealth Advisors (Minnesota)
St Louis Park,
Minnesota
|
$30.6万
|
+$2.03万
|
1
|
0.23%
|
買い増し
|
|
|
1996
|
Vista Capital Partners
Portland,
Oregon
|
$30.6万
|
-$2.55万
|
1
|
0.05%
|
減少
|
|
|
1997
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$30.6万
|
+$31万
|
1
|
0.05%
|
新規
|
|
|
1998
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$30.5万
|
+$31万
|
1
|
0.03%
|
新規
|
|
|
1999
|
|
$30.4万
|
+$1.01万
|
1
|
0%
|
買い増し
|
|
|
2000
|
Childress Capital Advisors
Houston,
Texas
|
$30.4万
|
+$30.8万
|
1
|
0.1%
|
新規
|
|
