|
1976
|
Security National Bank
Omaha,
Nebraska
|
$233万
|
+$8.52万
|
2
|
0.28%
|
買い増し
|
|
|
1977
|
J. M. Brown & Associates
Tulsa,
Oklahoma
|
$233万
|
+$225万
|
3
|
1.33%
|
新規
|
|
|
1978
|
VeraBank
Henderson,
Texas
|
$233万
|
-$2.5万
|
2
|
0.39%
|
減少
|
|
|
1979
|
Storen Legacy Partners
Zionsville,
Indiana
|
$233万
|
+$2,927
|
2
|
0.63%
|
買い増し
|
|
|
1980
|
Titan Investment Management
Indianapolis,
Indiana
|
$233万
|
+$6.5万
|
1
|
1.72%
|
買い増し
|
|
|
1981
|
Auxano Advisors
Bellevue,
Washington
|
$232万
|
+$25.3万
|
3
|
0.44%
|
買い増し
|
|
|
1982
|
Templeton & Phillips Capital Management
Lookout Mountain,
Tennessee
|
$230万
|
+$139万
|
2
|
1.68%
|
買い増し
|
|
|
1983
|
|
$230万
|
$0
|
1
|
0.02%
|
維持
|
|
|
1984
|
McKinney Capital Management
Houston,
Texas
|
$230万
|
+$232万
|
2
|
0.91%
|
新規
|
|
|
1985
|
Medallion Wealth Advisors
Farmington,
Connecticut
|
$230万
|
-$17.1万
|
9
|
0.72%
|
減少
|
|
|
1986
|
Beaton Management Company
Haverhill,
Massachusetts
|
$230万
|
-$75.4万
|
1
|
0.94%
|
減少
|
|
|
1987
|
Prosperity Capital Advisors
Westlake,
Ohio
|
$230万
|
-$4.53万
|
2
|
0.11%
|
減少
|
|
|
1988
|
CoreFirst Bank & Trust
Topeka,
Kansas
|
$228万
|
-$3.26万
|
5
|
1.13%
|
減少
|
|
|
1989
|
Elyxium Wealth
San Mateo,
California
|
$227万
|
+$114万
|
3
|
0.24%
|
買い増し
|
|
|
1990
|
Infrastructure Capital Advisors
New York
|
$227万
|
+$16.1万
|
3
|
0.13%
|
買い増し
|
|
|
1991
|
Spirepoint Private Client
Vero Beach,
Florida
|
$227万
|
-$5.79万
|
2
|
0.18%
|
減少
|
|
|
1992
|
Jeppson Wealth Management
Manhattan Beach,
California
|
$226万
|
-$6.63万
|
7
|
0.67%
|
減少
|
|
|
1993
|
DDFG Inc
Thousand Oaks,
California
|
$226万
|
-$2,290
|
2
|
0.45%
|
減少
|
|
|
1994
|
Neville Rodie & Shaw
New York
|
$225万
|
$0
|
2
|
0.15%
|
維持
|
|
|
1995
|
Rahlfs Capital
Lake Kiowa,
Texas
|
$225万
|
$0
|
2
|
1.65%
|
維持
|
|
|
1996
|
Guidance Capital
Lousville,
Kentucky
|
$225万
|
-$35.8万
|
2
|
0.48%
|
減少
|
|
|
1997
|
Calamos Wealth Management
Naperville,
Illinois
|
$225万
|
-$60万
|
3
|
0.07%
|
減少
|
|
|
1998
|
Miller Financial Services
Marshall,
Michigan
|
$224万
|
+$48万
|
4
|
1.81%
|
買い増し
|
|
|
1999
|
Bill Few Associates
Pittsburgh,
Pennsylvania
|
$224万
|
-$5,082
|
2
|
0.48%
|
減少
|
|
|
2000
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$224万
|
+$3.03万
|
9
|
0.05%
|
買い増し
|
|
