|
1976
|
Formidable Asset Management
Cincinnati,
Ohio
|
US$168萬
|
+US$6,470
|
2
|
0.27%
|
增持
|
|
|
1977
|
Nordwand Advisors
Radnor,
Pennsylvania
|
US$168萬
|
-US$131萬
|
2
|
0.26%
|
減碼
|
|
|
1978
|
Pin Oak Investment Advisors
Houston,
Texas
|
US$168萬
|
-US$168萬
|
1
|
1.19%
|
減碼
|
|
|
1979
|
Prevail Innovative Wealth Advisors
Leawood,
Kansas
|
US$168萬
|
+US$167萬
|
1
|
0.25%
|
新
|
|
|
1980
|
Oakworth Capital
Birmingham,
Alabama
|
US$167萬
|
-US$44.3萬
|
5
|
0.08%
|
減碼
|
|
|
1981
|
Fulcrum Asset Management
London,
United Kingdom
|
US$167萬
|
+US$163萬
|
4
|
0.17%
|
新
|
|
|
1982
|
Peddock Capital Advisors
Braintree,
Massachusetts
|
US$167萬
|
-US$10.3萬
|
2
|
0.33%
|
減碼
|
|
|
1983
|
Dumont & Blake Investment Advisors
Princeton,
New Jersey
|
US$166萬
|
-US$10萬
|
2
|
0.37%
|
減碼
|
|
|
1984
|
FORA Capital
Miami,
Florida
|
US$165萬
|
-US$470萬
|
1
|
0.11%
|
減碼
|
|
|
1985
|
Capital Asset Advisory Services
Williamston,
Michigan
|
US$164萬
|
-US$65.9萬
|
2
|
0.06%
|
減碼
|
|
|
1986
|
Founders Financial Securities
Towson,
Maryland
|
US$164萬
|
-US$78.4萬
|
3
|
0.08%
|
減碼
|
|
|
1987
|
Elevatus Welath Management
Victor,
New York
|
US$163萬
|
+US$119萬
|
1
|
0.4%
|
增持
|
|
|
1988
|
Fire Capital Management
San Francisco,
California
|
US$163萬
|
-US$2,189
|
3
|
0.66%
|
減碼
|
|
|
1989
|
TritonPoint Partners
Chevy Chase,
Maryland
|
US$163萬
|
+US$35.1萬
|
4
|
0.14%
|
增持
|
|
|
1990
|
Axiom Investment Management
New York
|
US$162萬
|
-US$151萬
|
6
|
1.09%
|
減碼
|
|
|
1991
|
Round Rock Advisors
Wilton,
Connecticut
|
US$161萬
|
-US$100萬
|
3
|
0.21%
|
減碼
|
|
|
1992
|
Wilson & Boucher Capital Management
Moraga,
California
|
US$161萬
|
-US$446
|
2
|
0.95%
|
減碼
|
|
|
1993
|
VisionPoint Advisory Group
Dallas,
Texas
|
US$161萬
|
-US$52.1萬
|
2
|
0.26%
|
減碼
|
|
|
1994
|
United Asset Strategies
Garden City,
New York
|
US$161萬
|
+US$30.4萬
|
3
|
0.11%
|
增持
|
|
|
1995
|
Evexia Wealth
Stevens Point,
Wisconsin
|
US$161萬
|
+US$1.19萬
|
2
|
0.44%
|
增持
|
|
|
1996
|
Basecamp Wealth Advisors
Bellevue,
Washington
|
US$160萬
|
-US$17萬
|
8
|
0.3%
|
減碼
|
|
|
1997
|
SHP Wealth Management
Plymouth,
Massachusetts
|
US$160萬
|
+US$7,328
|
9
|
0.11%
|
增持
|
|
|
1998
|
Vertrix Wealth Management
Troy,
Michigan
|
US$160萬
|
-US$108萬
|
1
|
0.54%
|
減碼
|
|
|
1999
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
US$160萬
|
+US$3.43萬
|
3
|
0.65%
|
增持
|
|
|
2000
|
Permanent Capital Management
Chicago,
Illinois
|
US$159萬
|
+US$105萬
|
4
|
0.21%
|
增持
|
|