|
1976
|
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
|
US$7.9만
|
US$0
|
1
|
0.03%
|
유지됨
|
|
|
1977
|
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
|
US$7.8만
|
-US$1.35만
|
1
|
0.06%
|
축소
|
|
|
1978
|
Moser Wealth Advisors
Bellevue,
Washington
|
US$7.7만
|
+US$7.81만
|
1
|
0.07%
|
신규
|
|
|
1979
|
CX Institutional
Auburn,
Indiana
|
US$7.6만
|
+US$1.38만
|
1
|
0.01%
|
증가
|
|
|
1980
|
Harvest Fund Management
Beijing,
China
|
US$7.6만
|
-US$7.23만
|
1
|
0.01%
|
축소
|
|
|
1981
|
Salomon & Ludwin
Richmond,
Virginia
|
US$7.6만
|
US$0
|
1
|
0.02%
|
유지됨
|
|
|
1982
|
Cardinal Capital Management Inc (Canada)
Winnipeg,
Manitoba, Canada
|
US$7.4만
|
+US$7.47만
|
1
|
0.01%
|
신규
|
|
|
1983
|
Keebeck Wealth Management
Chicago,
Illinois
|
US$7.4만
|
+US$7.56만
|
1
|
0.02%
|
신규
|
|
|
1984
|
RMR Wealth Builders
Montclair,
New Jersey
|
US$7.4만
|
+US$7.47만
|
1
|
0.07%
|
신규
|
|
|
1985
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
US$7.3만
|
US$0
|
1
|
0%
|
유지됨
|
|
|
1986
|
Wealthcare Capital Management
Richmond,
Virginia
|
US$7.3만
|
+US$8.97천
|
1
|
0.01%
|
증가
|
|
|
1987
|
Aspire Private Capital
Cornelius,
North Carolina
|
US$7.2만
|
US$0
|
1
|
0.03%
|
유지됨
|
|
|
1988
|
Riverview Trust Company
Vancouver,
Washington
|
US$7.2만
|
-US$1.36만
|
1
|
0.05%
|
축소
|
|
|
1989
|
S.A. Mason
Holland,
Michigan
|
US$6.9만
|
+US$7.01만
|
1
|
0.07%
|
신규
|
|
|
1990
|
MilWealth Group
Milwaukee,
Wisconsin
|
US$6.82만
|
US$0
|
1
|
0.05%
|
유지됨
|
|
|
1991
|
NWK Group
San Francisco,
California
|
US$6.7만
|
+US$6.8만
|
1
|
0.06%
|
신규
|
|
|
1992
|
Anfield Capital Management
Irvine,
California
|
US$6.5만
|
+US$5.65만
|
1
|
0.03%
|
신규
|
|
|
1993
|
Pacific Center for Financial Services
San Ramon,
California
|
US$6.4만
|
-US$1.01만
|
1
|
0.03%
|
축소
|
|
|
1994
|
Braun-Bostich & Associates
Canonsburg,
Pennsylvania
|
US$6.3만
|
+US$6.33만
|
1
|
0.06%
|
신규
|
|
|
1995
|
Bray Capital Advisors
Naples,
Florida
|
US$6.3만
|
US$0
|
1
|
0.02%
|
유지됨
|
|
|
1996
|
Kelly Financial Services
Braintree,
Massachusetts
|
US$6.28만
|
-US$4.41만
|
1
|
0.05%
|
축소
|
|
|
1997
|
|
US$6만
|
+US$6.1만
|
1
|
0%
|
신규
|
|
|
1998
|
Old North State Trust
Greensboro,
North Carolina
|
US$5.7만
|
-US$1.57만
|
1
|
0.03%
|
축소
|
|
|
1999
|
New Capital Management
Houston,
Texas
|
US$5.6만
|
US$0
|
1
|
0.09%
|
유지됨
|
|
|
2000
|
Lighthouse Financial Advisors
New Market,
Maryland
|
US$5.5만
|
+US$5.64만
|
1
|
0.03%
|
신규
|
|