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이름 보유액 거래대금 주식 수
변동
지분
변동
Marquette Asset Management
1976
Marquette Asset Management
Minnesota
US$4.97만 -US$7.83천 -24 -14%
AIM
1977
Access Investment Management
Georgia
US$4.84만 – – –
MEG
1978
Millstone Evans Group
Colorado
US$4.77만 -US$2.84만 -87 -38%
GCM
1979
Gables Capital Management
Florida
US$4.77만 – – –
SVWA
1980
Sarver Vrooman Wealth Advisors
Missouri
US$4.76만 -US$1.63천 -5 -4%
FUBT
1981
First United Bank & Trust
Maryland
US$4.74만 – – –
1M
1982
1248 Management
Missouri
US$4.68만 – – –
GA
1983
GoalVest Advisory
New York
US$4.6만 +US$1.96천 +6 +5%
SNBOSD
1984
Security National Bank of So Dak
Iowa
US$4.57만 +US$4.37만 +134 신규
GSEP
1985
Golden State Equity Partners
California
US$4.53만 -US$174만 -5,327 -98%
FNWA
1986
Financial Network Wealth Advisors
Utah
US$4.5만 +US$1.11만 +34 +35%
JNBA Financial Advisors
1987
JNBA Financial Advisors
Minnesota
US$4.46만 – – –
Providence Capital Advisors
1988
Providence Capital Advisors
North Carolina
US$4.46만 +US$4.27만 +131 신규
Atwood & Palmer
1989
Atwood & Palmer
Missouri
US$4.43만 – – –
APW
1990
Atlantic Private Wealth
North Carolina
US$4.26만 – – –
Kimelman & Baird
1991
Kimelman & Baird
New York
US$4.26만 – – –
BTC
1992
Bank & Trust Company
Illinois
US$4.23만 – – –
JGCM
1993
Joseph Group Capital Management
Ohio
US$4.23만 +US$8.48천 +26 +27%
AW
1994
Avion Wealth
Texas
US$4.2만 +US$1.63천 +5 +4%
TCM
1995
Tradewinds Capital Management
Washington
US$4.19만 -US$3.91천 -12 -9%
Creative Financial Designs
1996
Creative Financial Designs
Indiana
US$4.11만 +US$326 +1 +0.8%
KG
1997
Kilter Group
New York
US$4.09만 +US$1.96천 +6 +5%
NEWAS
1998
N.E.W. Advisory Services
Wisconsin
US$4.01만 +US$3.26천 +10 +9%
VWA
1999
Valued Wealth Advisors
Utah
US$4만 +US$2.94천 +9 +8%
IMA Advisory Services
2000
IMA Advisory Services
Colorado
US$4만 -US$1.63천 -5 -4%