|
1976
|
Teamwork Financial Advisors
San Antonio,
Texas
|
$75.9万
|
-$1.39万
|
1
|
0.1%
|
減少
|
|
|
1977
|
Drake & Associates
Waukesha,
Wisconsin
|
$75.8万
|
-$489
|
1
|
0.21%
|
減少
|
|
|
1978
|
Evoke Wealth
Los Angeles,
California
|
$75.8万
|
+$1.59万
|
1
|
0.02%
|
買い増し
|
|
|
1979
|
Harbour Trust & Investment Management
Michigan City,
Indiana
|
$75.8万
|
$0
|
1
|
0.09%
|
維持
|
|
|
1980
|
FSM Wealth Advisors
Cleveland,
Ohio
|
$75.7万
|
+$8.27万
|
1
|
0.17%
|
買い増し
|
|
|
1981
|
J.W. Burns & Co
Dewitt,
New York
|
$75.6万
|
-$1,223
|
1
|
0.1%
|
減少
|
|
|
1982
|
Tyler-Stone Wealth Management
Beachwood,
Ohio
|
$75.5万
|
+$5,871
|
1
|
0.14%
|
買い増し
|
|
|
1983
|
Harbor Advisory Corp
Portsmouth,
New Hampshire
|
$75.5万
|
$0
|
1
|
0.25%
|
維持
|
|
|
1984
|
SOA Wealth Advisors
New York
|
$75.5万
|
+$4,200
|
6
|
0.16%
|
買い増し
|
|
|
1985
|
Intellectus Partners
San Francisco,
California
|
$75.4万
|
-$3,914
|
1
|
0.19%
|
減少
|
|
|
1986
|
Armis Advisers
Atlanta,
Georgia
|
$75.2万
|
+$45.1万
|
1
|
0.07%
|
買い増し
|
|
|
1987
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$75.2万
|
+$489
|
1
|
0.11%
|
買い増し
|
|
|
1988
|
Opal Wealth Advisors
Jericho,
New York
|
$75.1万
|
+$1.42万
|
1
|
0.23%
|
買い増し
|
|
|
1989
|
ESL Trust Services
Rochester,
New York
|
$75万
|
$0
|
1
|
0.17%
|
維持
|
|
|
1990
|
Brown, Lisle/Cummings
Providence,
Rhode Island
|
$74.9万
|
+$6,115
|
1
|
0.22%
|
買い増し
|
|
|
1991
|
Reyes Financial Architecture
San Diego,
California
|
$74.9万
|
-$245
|
1
|
0.55%
|
減少
|
|
|
1992
|
Kelly Lawrence W & Associates
Pasadens,
California
|
$74.8万
|
$0
|
1
|
0.18%
|
維持
|
|
|
1993
|
LVZ Inc
Holland,
Michigan
|
$74.7万
|
-$5,626
|
1
|
0.1%
|
減少
|
|
|
1994
|
Asset Management Group
Stamford,
Connecticut
|
$74.6万
|
+$39.1万
|
1
|
0.14%
|
買い増し
|
|
|
1995
|
McDaniel Terry & Co
Austin,
Texas
|
$74.6万
|
+$2,446
|
1
|
0.07%
|
買い増し
|
|
|
1996
|
Stonebridge Financial Group (Pennsylvania)
Wormleysburg,
Pennsylvania
|
$74.6万
|
-$5.75万
|
4
|
0.08%
|
減少
|
|
|
1997
|
Yeomans Consulting Group
Marietta,
Georgia
|
$74.6万
|
+$18.3万
|
1
|
0.29%
|
買い増し
|
|
|
1998
|
Autumn Glory Partners
Dallas,
Texas
|
$74.5万
|
-$16万
|
1
|
0.37%
|
減少
|
|
|
1999
|
Navis Wealth Advisors
Rye Brook,
New York
|
$74.4万
|
$0
|
1
|
0.73%
|
維持
|
|
|
2000
|
Callan Family Office
Radnor,
Pennsylvania
|
$74.2万
|
-$143万
|
1
|
0.06%
|
減少
|
|
