|
1976
|
Plan A Wealth
Lincoln,
Nebraska
|
US$26.9만
|
+US$24.6만
|
1
|
0.11%
|
신규
|
|
|
1977
|
Eagle Strategies
New York
|
US$26.8만
|
+US$24.4만
|
1
|
0.03%
|
신규
|
|
|
1978
|
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
|
US$26.8만
|
+US$24.6만
|
1
|
0.01%
|
신규
|
|
|
1979
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
US$26.7만
|
US$0
|
1
|
0.01%
|
유지됨
|
|
|
1980
|
Adirondack Trust Company
Saratoga Springs,
New York
|
US$26.7만
|
-US$1.52천
|
6
|
0.08%
|
축소
|
|
|
1981
|
Plancorp LLC
Saint Louis,
Missouri
|
US$26.7만
|
-US$8.06천
|
1
|
0.01%
|
축소
|
|
|
1982
|
IFC & Insurance Marketing
Auburn,
California
|
US$26.6만
|
-US$5.88천
|
1
|
0.23%
|
축소
|
|
|
1983
|
Family Capital Management
Grand Rapids,
Michigan
|
US$26.5만
|
US$0
|
1
|
0.1%
|
유지됨
|
|
|
1984
|
Claro Advisors
Boston,
Massachusetts
|
US$26.5만
|
-US$8.06천
|
1
|
0.03%
|
축소
|
|
|
1985
|
Index Technologies Group
New York
|
US$26.4만
|
+US$23.6만
|
3
|
0.21%
|
신규
|
|
|
1986
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
US$26.4만
|
-US$2.01천
|
10
|
0.03%
|
축소
|
|
|
1987
|
Crumly & Associates
Springfield,
Illinois
|
US$26.4만
|
US$0
|
1
|
0.05%
|
유지됨
|
|
|
1988
|
Moulton Wealth Management
Spokane,
Washington
|
US$26.2만
|
+US$21.8만
|
1
|
0.17%
|
신규
|
|
|
1989
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
US$26.1만
|
US$0
|
1
|
0.03%
|
유지됨
|
|
|
1990
|
Boyer Financial Services
Newport Beach,
California
|
US$26만
|
US$0
|
1
|
0.22%
|
유지됨
|
|
|
1991
|
Harbor Asset Planning
Belmont,
Massachusetts
|
US$25.9만
|
US$0
|
1
|
0.19%
|
유지됨
|
|
|
1992
|
WealthCollab
Bellevue,
Washington
|
US$25.8만
|
-US$2.33천
|
16
|
0.09%
|
축소
|
|
|
1993
|
Pointe Capital Management
Grosse Pointe Farms,
Michigan
|
US$25.7만
|
US$0
|
1
|
0.11%
|
유지됨
|
|
|
1994
|
SouthState Corp
Winter Haven,
Florida
|
US$25.5만
|
+US$9.9만
|
8
|
0.01%
|
증가
|
|
|
1995
|
Advyzon Investment Management
Lisle,
Illinois
|
US$25.5만
|
+US$22.6만
|
1
|
0.02%
|
신규
|
|
|
1996
|
W.H. Cornerstone Investments
Kingston,
Massachusetts
|
US$25.3만
|
US$0
|
1
|
0.14%
|
유지됨
|
|
|
1997
|
Five Oceans Advisors
Santa Monica,
California
|
US$25.2만
|
-US$2.24천
|
1
|
0.08%
|
축소
|
|
|
1998
|
Atwater Malick
Lancaster,
Pennsylvania
|
US$25.2만
|
+US$1.27만
|
1
|
0.05%
|
증가
|
|
|
1999
|
Cary Street Partners
Richmond,
Virginia
|
US$25.2만
|
-US$32.5만
|
2
|
0.01%
|
축소
|
|
|
2000
|
Ironwood Financial
Tucson,
Arizona
|
US$25.1만
|
-US$1.2만
|
1
|
0.04%
|
축소
|
|
