|
1976
|
Elite Financial
Lewiston,
Idaho
|
$67.3万
|
+$68.2万
|
1
|
0.36%
|
新規
|
|
|
1977
|
Center for Financial Planning
Southfied,
Michigan
|
$67.3万
|
$0
|
1
|
0.09%
|
維持
|
|
|
1978
|
Alta Advisers
London,
United Kingdom
|
$67.2万
|
+$12.4万
|
1
|
0.42%
|
買い増し
|
|
|
1979
|
Clark Estates Inc
New York
|
$67.2万
|
$0
|
1
|
0.13%
|
維持
|
|
|
1980
|
Harmony Asset Management
Scottsdale,
Arizona
|
$67.1万
|
-$3.79万
|
1
|
0.27%
|
減少
|
|
|
1981
|
SOA Wealth Advisors
New York
|
$67.1万
|
-$3.66万
|
6
|
0.12%
|
減少
|
|
|
1982
|
Intellectus Partners
San Francisco,
California
|
$67万
|
-$42.4万
|
1
|
0.15%
|
減少
|
|
|
1983
|
Harbour Trust & Investment Management
Michigan City,
Indiana
|
$67万
|
-$4,454
|
1
|
0.08%
|
減少
|
|
|
1984
|
J.W. Burns & Co
Dewitt,
New York
|
$67万
|
-$5,568
|
1
|
0.09%
|
減少
|
|
|
1985
|
EARNEST Partners
Atlanta,
Georgia
|
$66.9万
|
-$1.87万
|
1
|
0%
|
減少
|
|
|
1986
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
$66.8万
|
-$3.04万
|
1
|
0.23%
|
減少
|
|
|
1987
|
Nemes Rush Group
Novi,
Michigan
|
$66.8万
|
+$2.09万
|
3
|
0.08%
|
買い増し
|
|
|
1988
|
Vicus Capital
State College,
Pennsylvania
|
$66.8万
|
-$4,231
|
1
|
0.06%
|
減少
|
|
|
1989
|
Harbor Advisory Corp
Portsmouth,
New Hampshire
|
$66.7万
|
$0
|
1
|
0.22%
|
維持
|
|
|
1990
|
LVZ Inc
Holland,
Michigan
|
$66.5万
|
+$11.2万
|
1
|
0.09%
|
買い増し
|
|
|
1991
|
First National Bank Sioux Falls
Sioux Falls,
South Dakota
|
$66.5万
|
$0
|
1
|
0.28%
|
維持
|
|
|
1992
|
Sandy Cove Advisors
Hingham,
Massachusetts
|
$66.5万
|
+$2.63万
|
1
|
0.26%
|
買い増し
|
|
|
1993
|
Bellecapital
Zurich,
Switzerland
|
$66.4万
|
-$5,568
|
1
|
0.12%
|
減少
|
|
|
1994
|
WBH Advisory
Baltimore,
Maryland
|
$66.4万
|
-$3.16万
|
1
|
0.06%
|
減少
|
|
|
1995
|
|
$66.3万
|
+$4.16万
|
1
|
0.19%
|
買い増し
|
|
|
1996
|
ESL Trust Services
Rochester,
New York
|
$66.3万
|
+$63.2万
|
1
|
0.15%
|
買い増し
|
|
|
1997
|
Reyes Financial Architecture
San Diego,
California
|
$66.3万
|
+$67.1万
|
1
|
0.52%
|
新規
|
|
|
1998
|
Trinity Legacy Partners
Houston,
Texas
|
$66.3万
|
$0
|
1
|
0.17%
|
維持
|
|
|
1999
|
Piscataqua Savings Bank
Portsmouth,
New Hampshire
|
$66.2万
|
$0
|
1
|
0.57%
|
維持
|
|
|
2000
|
Tyler-Stone Wealth Management
Beachwood,
Ohio
|
$66.2万
|
+$13万
|
1
|
0.12%
|
買い増し
|
|