|
1976
|
Bigelow Investment Advisors
Portland,
Maine
|
$47.8万
|
-$8,574
|
1
|
0.24%
|
減少
|
|
|
1977
|
LVZ Inc
Holland,
Michigan
|
$47.8万
|
$0
|
1
|
0.07%
|
維持
|
|
|
1978
|
Advance Capital Management
Southfield,
Michigan
|
$47.8万
|
+$1.3万
|
1
|
0.03%
|
買い増し
|
|
|
1979
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$47.7万
|
+$1.31万
|
1
|
0.1%
|
買い増し
|
|
|
1980
|
Trillium Asset Management
Boston,
Massachusetts
|
$47.7万
|
-$1,824
|
1
|
0.01%
|
減少
|
|
|
1981
|
Clarus Group
Houston,
Texas
|
$47.6万
|
+$9.25万
|
1
|
0.33%
|
買い増し
|
|
|
1982
|
Olistico Wealth
Tulsa,
Oklahoma
|
$47.5万
|
-$16.4万
|
1
|
0.34%
|
減少
|
|
|
1983
|
New Potomac Partners
Bethesda,
Maryland
|
$47.5万
|
$0
|
1
|
0.26%
|
維持
|
|
|
1984
|
Builder Investment Group
Atlanta,
Georgia
|
$47.3万
|
$0
|
1
|
0.14%
|
維持
|
|
|
1985
|
D. Scott Neal
Lexington,
Kentucky
|
$47.2万
|
-$1,459
|
1
|
0.31%
|
減少
|
|
|
1986
|
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
|
$47.2万
|
+$2.19万
|
1
|
0.12%
|
買い増し
|
|
|
1987
|
Fagan Associates
Troy,
New York
|
$47.1万
|
+$11.1万
|
2
|
0.09%
|
買い増し
|
|
|
1988
|
Coastline Trust
Providence,
Rhode Island
|
$47.1万
|
$0
|
1
|
0.06%
|
維持
|
|
|
1989
|
Voya Financial Advisors
Windsor,
Connecticut
|
$47万
|
+$3.94万
|
1
|
0.05%
|
買い増し
|
|
|
1990
|
Twin Capital Management
Mcmurray,
Pennsylvania
|
$47万
|
-$70.9万
|
1
|
0.06%
|
減少
|
|
|
1991
|
|
$46.9万
|
-$3.36万
|
1
|
0.15%
|
減少
|
|
|
1992
|
Northstar Advisory Group
Northfield,
New Jersey
|
$46.9万
|
+$7,297
|
1
|
0.28%
|
買い増し
|
|
|
1993
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$46.9万
|
+$44.8万
|
1
|
0.07%
|
新規
|
|
|
1994
|
Holistic Financial Partners
Indianapolis,
Indiana
|
$46.7万
|
+$6,932
|
1
|
0.24%
|
買い増し
|
|
|
1995
|
Armbruster Capital Management
Pittsford,
New York
|
$46.7万
|
$0
|
1
|
0.1%
|
維持
|
|
|
1996
|
Sinecera Capital
Austin,
Texas
|
$46.7万
|
+$547
|
1
|
0.65%
|
買い増し
|
|
|
1997
|
FSM Wealth Advisors
Cleveland,
Ohio
|
$46.6万
|
+$7,115
|
1
|
0.17%
|
買い増し
|
|
|
1998
|
Kesler Norman & Wride
Ogden,
Utah
|
$46.4万
|
-$6,385
|
1
|
0.1%
|
減少
|
|
|
1999
|
US Asset Management LLC
Pittsburgh,
Pennsylvania
|
$46.2万
|
-$8,939
|
1
|
0.42%
|
減少
|
|
|
2000
|
Armstrong Advisory Group
Needham,
Massachusetts
|
$46.2万
|
$0
|
1
|
0.04%
|
維持
|
|