|
1976
|
Commonwealth Financial Services
Vienna,
West Virginia
|
$97.2万
|
+$16.2万
|
2
|
0.19%
|
買い増し
|
|
|
1977
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$97.1万
|
$0
|
1
|
0.24%
|
維持
|
|
|
1978
|
Northstar Advisory Group
Northfield,
New Jersey
|
$97万
|
+$18.9万
|
1
|
0.47%
|
買い増し
|
|
|
1979
|
Aviance Capital Partners
Naples,
Florida
|
$97万
|
+$15万
|
1
|
0.13%
|
買い増し
|
|
|
1980
|
Cardiff Park Advisors
Carlsbad,
California
|
$96.7万
|
-$4,380
|
1
|
0.08%
|
減少
|
|
|
1981
|
GSA Capital Partners
London,
United Kingdom
|
$96.7万
|
+$85.5万
|
2
|
0.07%
|
新規
|
|
|
1982
|
Appleton Partners
Boston,
Massachusetts
|
$96.6万
|
-$5.87万
|
1
|
0.07%
|
減少
|
|
|
1983
|
Wealth Management Partners
Tucson,
Arizona
|
$96.6万
|
+$71.1万
|
3
|
0.34%
|
新規
|
|
|
1984
|
Syon Capital
San Francisco,
California
|
$96.2万
|
+$9.5万
|
1
|
0.06%
|
買い増し
|
|
|
1985
|
Fairfield Financial Advisors
Wellesley,
Massachusetts
|
$95.9万
|
+$40.8万
|
1
|
0.34%
|
買い増し
|
|
|
1986
|
LVW Advisors
Pittsford,
New York
|
$95.8万
|
+$27.6万
|
1
|
0.1%
|
買い増し
|
|
|
1987
|
Smart Portfolios LLC
Seattle,
Washington
|
$95.8万
|
-$1.67万
|
1
|
0.97%
|
減少
|
|
|
1988
|
Charles Schwab Trust
Henderson,
Nevada
|
$95.8万
|
$0
|
1
|
0.07%
|
維持
|
|
|
1989
|
Houlihan Financial Resource Group
Ashburn,
Virginia
|
$95.8万
|
-$1.55万
|
1
|
0.4%
|
減少
|
|
|
1990
|
Capstone Wealth Management Group (Oregon)
Bend,
Oregon
|
$95.6万
|
-$2.78万
|
1
|
0.7%
|
減少
|
|
|
1991
|
Sittner & Nelson
Eugene,
Oregon
|
$95.3万
|
$0
|
2
|
0.38%
|
維持
|
|
|
1992
|
Vaughan & Co Securities
Ridgewood,
New Jersey
|
$95.3万
|
+$1.37万
|
1
|
0.55%
|
買い増し
|
|
|
1993
|
EARNEST Partners
Atlanta,
Georgia
|
$95.1万
|
+$7.73万
|
1
|
0%
|
買い増し
|
|
|
1994
|
Eagle Bay Advisors
New York
|
$95万
|
+$258
|
1
|
0.79%
|
買い増し
|
|
|
1995
|
Roundview Capital
Princeton,
New Jersey
|
$94.9万
|
+$21.4万
|
1
|
0.06%
|
買い増し
|
|
|
1996
|
Reyes Financial Architecture
San Diego,
California
|
$94.8万
|
+$5.03万
|
2
|
0.82%
|
買い増し
|
|
|
1997
|
Boston Research & Management
Manchester,
Massachusetts
|
$94.7万
|
$0
|
1
|
0.22%
|
維持
|
|
|
1998
|
Stamos Capital Partners
Menlo Park,
California
|
$94.7万
|
-$5.82万
|
1
|
0.17%
|
減少
|
|
|
1999
|
Nemes Rush Group
Novi,
Michigan
|
$94.5万
|
+$6.17万
|
4
|
0.1%
|
買い増し
|
|
|
2000
|
Roth Financial Partners
Kingwood,
Texas
|
$94.3万
|
$0
|
1
|
0.34%
|
維持
|
|
