|
1976
|
Carson Advisory
Athens,
Georgia
|
US$65萬
|
+US$3.62萬
|
1
|
0.3%
|
增持
|
|
|
1977
|
McCarter Private Wealth Services
Boston,
Massachusetts
|
US$65萬
|
+US$12.6萬
|
1
|
0.22%
|
增持
|
|
|
1978
|
Partners Wealth Management
Carmel By The Sea,
California
|
US$64.8萬
|
+US$5.55萬
|
1
|
0.64%
|
增持
|
|
|
1979
|
Abound Financial
Granite Bay,
California
|
US$64.7萬
|
+US$12.4萬
|
13
|
0.26%
|
增持
|
|
|
1980
|
Patten & Patten
Chattanooga,
Tennessee
|
US$64.7萬
|
-US$10.6萬
|
1
|
0.03%
|
減碼
|
|
|
1981
|
Kings Path Partners
Sugar Land,
Texas
|
US$64.7萬
|
US$0
|
4
|
0.17%
|
維持不變
|
|
|
1982
|
Strategy Asset Managers
Pasadena,
California
|
US$64.6萬
|
-US$2.47萬
|
1
|
0.1%
|
減碼
|
|
|
1983
|
Ashton Thomas Securities
Rochester,
New York
|
US$64.5萬
|
-US$1.65萬
|
2
|
0.1%
|
減碼
|
|
|
1984
|
Hilltop Holdings
Dallas,
Texas
|
US$64.5萬
|
-US$33.4萬
|
2
|
0.05%
|
減碼
|
|
|
1985
|
Winch Advisory Services
Appleton,
Wisconsin
|
US$64.5萬
|
-US$1.17萬
|
4
|
0.13%
|
減碼
|
|
|
1986
|
Tikvah Management
Charlotte,
North Carolina
|
US$64.3萬
|
US$0
|
1
|
0.2%
|
維持不變
|
|
|
1987
|
VarCov Co
Darien,
Connecticut
|
US$64.1萬
|
-US$78.2萬
|
2
|
0.24%
|
減碼
|
|
|
1988
|
Byrne Asset Management
Kingston,
New Jersey
|
US$64萬
|
-US$1.8萬
|
3
|
0.35%
|
減碼
|
|
|
1989
|
|
US$63.9萬
|
-US$7.48萬
|
1
|
0.08%
|
減碼
|
|
|
1990
|
Westerkirk Capital
Victoria,
|
US$63.9萬
|
US$0
|
1
|
0.06%
|
維持不變
|
|
|
1991
|
Argonautica Private Wealth Management
Wellesley,
Massachusetts
|
US$63.8萬
|
US$0
|
1
|
0.16%
|
維持不變
|
|
|
1992
|
DeDora Capital
Napa,
California
|
US$63.8萬
|
+US$30.2萬
|
2
|
0.14%
|
增持
|
|
|
1993
|
Silicon Valley Capital Partners
San Jose,
California
|
US$63.7萬
|
-US$3.59萬
|
3
|
0.05%
|
減碼
|
|
|
1994
|
KCM Investment Advisors
Greenbrae,
California
|
US$63.7萬
|
+US$9.38萬
|
2
|
0.02%
|
增持
|
|
|
1995
|
iSAM Funds (UK)
London,
United Kingdom
|
US$63.6萬
|
+US$61.4萬
|
2
|
0.45%
|
新
|
|
|
1996
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
US$63.1萬
|
-US$105萬
|
1
|
0.04%
|
減碼
|
|
|
1997
|
Wasatch Advisors
Salt Lake City,
Utah
|
US$63萬
|
+US$98萬
|
1
|
0%
|
新
|
|
|
1998
|
Freedom Financial Partners
Oakdale,
Minnesota
|
US$62.7萬
|
+US$2,407
|
1
|
0.2%
|
增持
|
|
|
1999
|
Curi RMB Capital
Chicago,
Illinois
|
US$62.6萬
|
+US$23.9萬
|
2
|
0.01%
|
增持
|
|
|
2000
|
Turtle Creek Wealth Advisors
Dallas,
Texas
|
US$62.5萬
|
-US$34.1萬
|
2
|
0.03%
|
減碼
|
|
