|
1976
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
US$9,248
|
US$0
|
1
|
0%
|
維持不變
|
|
|
1977
|
Crews Bank & Trust
Wauchula,
Florida
|
US$9,022
|
US$0
|
1
|
0%
|
維持不變
|
|
|
1978
|
Olistico Wealth
Tulsa,
Oklahoma
|
US$9,022
|
US$0
|
1
|
0%
|
維持不變
|
|
|
1979
|
Vermillion Wealth Management
Rosemount,
Minnesota
|
US$9,022
|
-US$7,551
|
1
|
0%
|
減碼
|
|
|
1980
|
Evermay Wealth Management
Arlington,
Virginia
|
US$8,585
|
+US$7,657
|
1
|
0%
|
新
|
|
|
1981
|
Signature Resources Capital Management
Newport Beach,
California
|
US$8,585
|
US$0
|
1
|
0%
|
維持不變
|
|
|
1982
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
US$8,526
|
US$0
|
1
|
0%
|
維持不變
|
|
|
1983
|
Phillip James Consulting
Plymouth,
Minnesota
|
US$8,310
|
US$0
|
2
|
0.01%
|
維持不變
|
|
|
1984
|
Washington Trust Advisors
Wellesley,
Massachusetts
|
US$8,080
|
+US$5,849
|
3
|
0%
|
增持
|
|
|
1985
|
Mowery & Schoenfeld Wealth Management
Lincolnshire,
Illinois
|
US$8,075
|
US$0
|
1
|
0.01%
|
維持不變
|
|
|
1986
|
Bollard Group
Boston,
Massachusetts
|
US$8,000
|
+US$36
|
1
|
0%
|
增持
|
|
|
1987
|
Strategic Wealth Advisors
Scottsdale,
Arizona
|
US$8,000
|
+US$438
|
2
|
0.01%
|
增持
|
|
|
1988
|
Bare Financial Services
Gap,
Pennsylvania
|
US$7,881
|
-US$1,309
|
4
|
0%
|
減碼
|
|
|
1989
|
Planning Strategies
Lancaster,
Pennsylvania
|
US$7,773
|
+US$6,792
|
3
|
0%
|
新
|
|
|
1990
|
DHJJ Financial Advisors
Naperville,
Illinois
|
US$7,669
|
US$0
|
1
|
0%
|
維持不變
|
|
|
1991
|
Marshall Investment Management
Littleton,
Colorado
|
US$7,358
|
US$0
|
1
|
0%
|
維持不變
|
|
|
1992
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
US$7,338
|
+US$4,911
|
2
|
0%
|
增持
|
|
|
1993
|
Smallwood Wealth Investment Management
Red Bank,
New Jersey
|
US$7,217
|
US$0
|
1
|
0%
|
維持不變
|
|
|
1994
|
HFM Investment Advisors
Glassboro,
New Jersey
|
US$7,176
|
+US$3,437
|
3
|
0%
|
增持
|
|
|
1995
|
Whipplewood Advisors
Littleton,
Colorado
|
US$7,113
|
-US$7.5萬
|
1
|
0%
|
減碼
|
|
|
1996
|
Benson Wealth Management
Ooltewah, Tn,
Tennessee
|
US$6,857
|
US$0
|
1
|
0.01%
|
維持不變
|
|
|
1997
|
Align Financial
Hermantown,
Minnesota
|
US$6,791
|
-US$1.16萬
|
2
|
0%
|
減碼
|
|
|
1998
|
Raleigh Capital Management
Cary,
North Carolina
|
US$6,508
|
US$0
|
2
|
0%
|
維持不變
|
|
|
1999
|
Bravera Wealth
Bismarck,
North Dakota
|
US$6,361
|
-US$4,479
|
1
|
0%
|
減碼
|
|
|
2000
|
Pekin Hardy Strauss
Chicago,
Illinois
|
US$6,254
|
US$0
|
1
|
0%
|
維持不變
|
|
