|
1976
|
Montz Harcus Wealth Management
New Orleans,
Louisiana
|
$101万
|
+$10.3万
|
1
|
0.44%
|
買い増し
|
|
|
1977
|
Leelyn Smith
Geneva,
Illinois
|
$101万
|
+$42.5万
|
1
|
0.15%
|
買い増し
|
|
|
1978
|
|
$101万
|
$0
|
1
|
0.46%
|
維持
|
|
|
1979
|
Shum Financial Group
Alameda,
California
|
$101万
|
+$93.6万
|
1
|
0.75%
|
新規
|
|
|
1980
|
Institute for Wealth Management
Denver,
Colorado
|
$101万
|
+$2,879
|
1
|
0.11%
|
買い増し
|
|
|
1981
|
Prasad Wealth Partners
Independence,
Ohio
|
$101万
|
+$93.4万
|
1
|
0.28%
|
新規
|
|
|
1982
|
Howard Capital Management Group
Los Angeles,
California
|
$101万
|
+$17万
|
1
|
0.06%
|
買い増し
|
|
|
1983
|
McGlone Suttner Wealth Management
Appleton,
Wisconsin
|
$100万
|
+$1.39万
|
1
|
0.14%
|
買い増し
|
|
|
1984
|
Abich Financial Wealth Management
Ashburn,
Virginia
|
$100万
|
+$90万
|
2
|
0.36%
|
新規
|
|
|
1985
|
WJ Wealth Management
Glendale,
Arizona
|
$100万
|
-$128万
|
1
|
0.44%
|
減少
|
|
|
1986
|
Greenfield Savings Bank
Greenfield,
Massachusetts
|
$100万
|
-$3,141
|
1
|
0.42%
|
減少
|
|
|
1987
|
Kestra Investment Management
Austin,
Texas
|
$100万
|
-$5.38万
|
3
|
0.03%
|
減少
|
|
|
1988
|
Grove Street Fiduciary
Peterborough,
New Hampshire
|
$100万
|
$0
|
1
|
0.47%
|
維持
|
|
|
1989
|
Tounjian Advisory Partners
Fort Myers,
Florida
|
$100万
|
-$56.5万
|
1
|
0.34%
|
減少
|
|
|
1990
|
Clark Asset Management
Stratham,
New Hampshire
|
$100万
|
-$37.8万
|
1
|
0.12%
|
減少
|
|
|
1991
|
Stonebridge Financial Planning Group
Orlando,
Florida
|
$100万
|
+$22.9万
|
2
|
0.38%
|
買い増し
|
|
|
1992
|
Oak Harbor Wealth Partners
Raleigh,
North Carolina
|
$100万
|
-$4.03万
|
1
|
0.25%
|
減少
|
|
|
1993
|
New Hampshire Trust
Concord,
New Hampshire
|
$100万
|
-$1.05万
|
1
|
0.19%
|
減少
|
|
|
1994
|
Whitney & Co
Rochester,
New York
|
$99.4万
|
+$1,309
|
1
|
0.09%
|
買い増し
|
|
|
1995
|
Rooted Wealth Advisors
Bourbonnais,
Illinois
|
$99.4万
|
+$29.6万
|
1
|
0.3%
|
買い増し
|
|
|
1996
|
Northwest & Ethical Investments
Toronto,
Ontario, Canada
|
$99.3万
|
+$92.9万
|
1
|
0.02%
|
新規
|
|
|
1997
|
Warwick Investment Management
Bryan,
Texas
|
$99.3万
|
+$2.64万
|
1
|
0.17%
|
買い増し
|
|
|
1998
|
Medallion Wealth Advisors
Farmington,
Connecticut
|
$99.3万
|
+$1,309
|
1
|
0.35%
|
買い増し
|
|
|
1999
|
Orion Capital Management
Coronado,
California
|
$99.1万
|
-$6.81万
|
2
|
0.34%
|
減少
|
|
|
2000
|
Magnus Financial Group
New York
|
$99万
|
+$1.75万
|
1
|
0.08%
|
買い増し
|
|
