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이름 보유액 거래대금 주식 수
변동
지분
변동
AT
1976
Arlington Trust
Alabama
US$7.4만 -US$1.88천 -19 -2%
Summit Securities Group
1977
Summit Securities Group
New York
US$7.34만 -US$18.4만 -1,855 -72%
TWD
1978
True Wealth Design
Ohio
US$7.2만 -US$3.22만 -325 -31%
MLA
1979
MB, Levis & Associates
Pennsylvania
US$7.2만 – – –
Golden State Wealth Management
1980
Golden State Wealth Management
California
US$7.13만 +US$2.52만 +255 +55%
Anchor Investment Management
1981
Anchor Investment Management
South Carolina
US$7.13만 -US$9.7만 -980 -58%
FUBT
1982
First United Bank & Trust
Maryland
US$7.1만 +US$3.12만 +315 +79%
Steigerwald Gordon & Koch
1983
Steigerwald Gordon & Koch
Virginia
US$7.05만 -US$1.98천 -20 -3%
RFS
1984
Richardson Financial Services
Massachusetts
US$6.98만 -US$198 -2 -0.3%
Chilton Capital Management
1985
Chilton Capital Management
Texas
US$6.97만 +US$5.12만 +517 +279%
GHP Investment Advisors
1986
GHP Investment Advisors
Colorado
US$6.71만 +US$297 +3 +0.4%
Kelleher Financial Advisors
1987
Kelleher Financial Advisors
New York
US$6.7만 +US$4.17만 +421 +166%
Geneos Wealth Management
1988
Geneos Wealth Management
Colorado
US$6.69만 +US$4.9만 +495 +277%
VFM
1989
Vision Financial Markets
Connecticut
US$6.61만 +US$3.71만 +375 +150%
IRAG
1990
Investment Research & Advisory Group
Georgia
US$6.6만 +US$3.74만 +378 +154%
CAM
1991
Chesapeake Asset Management
New York
US$6.6만 +US$6.58만 +665 신규
LRI Investments
1992
LRI Investments
Florida
US$6.56만 -US$51만 -5,151 -89%
Salomon & Ludwin
1993
Salomon & Ludwin
Virginia
US$6.39만 -US$1.33만 -134 -18%
Dixon Mitchell Investment Counsel
1994
Dixon Mitchell Investment Counsel
British Columbia, Canada
US$6.34만 -US$3.18만 -321 -33%
Meeder Asset Management
1995
Meeder Asset Management
Ohio
US$6.33만 +US$1.21만 +122 +24%
Keating Financial Advisory Services
1996
Keating Financial Advisory Services
Kansas
US$6.31만 -US$1.19만 -120 -16%
BCM
1997
Boreal Capital Management
Florida
US$6.3만 -US$10.1만 -1,025 -62%
HIA
1998
Highland Investment Advisors
Florida
US$6.3만 +US$6.29만 +635 신규
SW
1999
StrongBox Wealth
Missouri
US$6.27만 +US$6.26만 +632 신규
Caldwell Trust
2000
Caldwell Trust
Florida
US$6.1만 -US$11.6만 -1,174 -66%