|
1976
|
VeraBank
Henderson,
Texas
|
US$233만
|
-US$2.5만
|
2
|
0.39%
|
축소
|
|
|
1977
|
Storen Legacy Partners
Zionsville,
Indiana
|
US$233만
|
+US$2.93천
|
2
|
0.63%
|
증가
|
|
|
1978
|
Titan Investment Management
Indianapolis,
Indiana
|
US$233만
|
+US$6.5만
|
1
|
1.72%
|
증가
|
|
|
1979
|
Auxano Advisors
Bellevue,
Washington
|
US$232만
|
+US$25.3만
|
3
|
0.44%
|
증가
|
|
|
1980
|
Templeton & Phillips Capital Management
Lookout Mountain,
Tennessee
|
US$230만
|
+US$139만
|
2
|
1.68%
|
증가
|
|
|
1981
|
|
US$230만
|
US$0
|
1
|
0.02%
|
유지됨
|
|
|
1982
|
McKinney Capital Management
Houston,
Texas
|
US$230만
|
+US$232만
|
2
|
0.91%
|
신규
|
|
|
1983
|
Medallion Wealth Advisors
Farmington,
Connecticut
|
US$230만
|
-US$17.1만
|
9
|
0.72%
|
축소
|
|
|
1984
|
Beaton Management Company
Haverhill,
Massachusetts
|
US$230만
|
-US$75.4만
|
1
|
0.94%
|
축소
|
|
|
1985
|
Prosperity Capital Advisors
Westlake,
Ohio
|
US$230만
|
-US$4.53만
|
2
|
0.11%
|
축소
|
|
|
1986
|
CoreFirst Bank & Trust
Topeka,
Kansas
|
US$228만
|
-US$3.26만
|
5
|
1.13%
|
축소
|
|
|
1987
|
Elyxium Wealth
San Mateo,
California
|
US$227만
|
+US$114만
|
3
|
0.24%
|
증가
|
|
|
1988
|
Infrastructure Capital Advisors
New York
|
US$227만
|
+US$16.1만
|
3
|
0.13%
|
증가
|
|
|
1989
|
Spirepoint Private Client
Vero Beach,
Florida
|
US$227만
|
-US$5.79만
|
2
|
0.18%
|
축소
|
|
|
1990
|
Jeppson Wealth Management
Manhattan Beach,
California
|
US$226만
|
-US$6.63만
|
7
|
0.67%
|
축소
|
|
|
1991
|
DDFG Inc
Thousand Oaks,
California
|
US$226만
|
-US$2.29천
|
2
|
0.45%
|
축소
|
|
|
1992
|
Neville Rodie & Shaw
New York
|
US$225만
|
US$0
|
2
|
0.15%
|
유지됨
|
|
|
1993
|
Rahlfs Capital
Lake Kiowa,
Texas
|
US$225만
|
US$0
|
2
|
1.65%
|
유지됨
|
|
|
1994
|
Guidance Capital
Lousville,
Kentucky
|
US$225만
|
-US$35.8만
|
2
|
0.48%
|
축소
|
|
|
1995
|
Calamos Wealth Management
Naperville,
Illinois
|
US$225만
|
-US$60만
|
3
|
0.07%
|
축소
|
|
|
1996
|
Miller Financial Services
Marshall,
Michigan
|
US$224만
|
+US$48만
|
4
|
1.81%
|
증가
|
|
|
1997
|
Bill Few Associates
Pittsburgh,
Pennsylvania
|
US$224만
|
-US$5.08천
|
2
|
0.48%
|
축소
|
|
|
1998
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
US$224만
|
+US$3.03만
|
9
|
0.05%
|
증가
|
|
|
1999
|
MBA Advisors
Hermitage,
Pennsylvania
|
US$224만
|
+US$9.6천
|
3
|
0.75%
|
증가
|
|
|
2000
|
Optimize Financial
Laguna Hills,
California
|
US$224만
|
-US$6.96천
|
3
|
0.8%
|
축소
|
|
