|
1976
|
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
|
US$26.8萬
|
+US$24.6萬
|
1
|
0.01%
|
新
|
|
|
1977
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
US$26.7萬
|
US$0
|
1
|
0.01%
|
維持不變
|
|
|
1978
|
Adirondack Trust Company
Saratoga Springs,
New York
|
US$26.7萬
|
-US$1,518
|
6
|
0.08%
|
減碼
|
|
|
1979
|
Plancorp LLC
Saint Louis,
Missouri
|
US$26.7萬
|
-US$8,059
|
1
|
0.01%
|
減碼
|
|
|
1980
|
IFC & Insurance Marketing
Auburn,
California
|
US$26.6萬
|
-US$5,882
|
1
|
0.23%
|
減碼
|
|
|
1981
|
Family Capital Management
Grand Rapids,
Michigan
|
US$26.5萬
|
US$0
|
1
|
0.1%
|
維持不變
|
|
|
1982
|
Claro Advisors
Boston,
Massachusetts
|
US$26.5萬
|
-US$8,059
|
1
|
0.03%
|
減碼
|
|
|
1983
|
Index Technologies Group
New York
|
US$26.4萬
|
+US$23.6萬
|
3
|
0.21%
|
新
|
|
|
1984
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
US$26.4萬
|
-US$2,008
|
10
|
0.03%
|
減碼
|
|
|
1985
|
Crumly & Associates
Springfield,
Illinois
|
US$26.4萬
|
US$0
|
1
|
0.05%
|
維持不變
|
|
|
1986
|
Moulton Wealth Management
Spokane,
Washington
|
US$26.2萬
|
+US$21.8萬
|
1
|
0.17%
|
新
|
|
|
1987
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
US$26.1萬
|
US$0
|
1
|
0.03%
|
維持不變
|
|
|
1988
|
Boyer Financial Services
Newport Beach,
California
|
US$26萬
|
US$0
|
1
|
0.22%
|
維持不變
|
|
|
1989
|
Harbor Asset Planning
Belmont,
Massachusetts
|
US$25.9萬
|
US$0
|
1
|
0.19%
|
維持不變
|
|
|
1990
|
WealthCollab
Bellevue,
Washington
|
US$25.8萬
|
-US$2,328
|
16
|
0.09%
|
減碼
|
|
|
1991
|
Pointe Capital Management
Grosse Pointe Farms,
Michigan
|
US$25.7萬
|
US$0
|
1
|
0.11%
|
維持不變
|
|
|
1992
|
SouthState Corp
Winter Haven,
Florida
|
US$25.5萬
|
+US$9.9萬
|
8
|
0.01%
|
增持
|
|
|
1993
|
Advyzon Investment Management
Lisle,
Illinois
|
US$25.5萬
|
+US$22.6萬
|
1
|
0.02%
|
新
|
|
|
1994
|
W.H. Cornerstone Investments
Kingston,
Massachusetts
|
US$25.3萬
|
US$0
|
1
|
0.14%
|
維持不變
|
|
|
1995
|
Five Oceans Advisors
Santa Monica,
California
|
US$25.2萬
|
-US$2,239
|
1
|
0.08%
|
減碼
|
|
|
1996
|
Atwater Malick
Lancaster,
Pennsylvania
|
US$25.2萬
|
+US$1.27萬
|
1
|
0.05%
|
增持
|
|
|
1997
|
Cary Street Partners
Richmond,
Virginia
|
US$25.2萬
|
-US$32.5萬
|
2
|
0.01%
|
減碼
|
|
|
1998
|
Ironwood Financial
Tucson,
Arizona
|
US$25.1萬
|
-US$1.2萬
|
1
|
0.04%
|
減碼
|
|
|
1999
|
Faithward Advisors
Lancaster,
Pennsylvania
|
US$24.9萬
|
+US$22.8萬
|
1
|
0.03%
|
新
|
|
|
2000
|
Anchyra Partners
Atlanta,
Georgia
|
US$24.9萬
|
+US$1.84萬
|
1
|
0.06%
|
增持
|
|
