|
1976
|
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
|
US$7.9萬
|
US$0
|
1
|
0.03%
|
維持不變
|
|
|
1977
|
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
|
US$7.8萬
|
-US$1.35萬
|
1
|
0.06%
|
減碼
|
|
|
1978
|
Moser Wealth Advisors
Bellevue,
Washington
|
US$7.7萬
|
+US$7.81萬
|
1
|
0.07%
|
新
|
|
|
1979
|
CX Institutional
Auburn,
Indiana
|
US$7.6萬
|
+US$1.38萬
|
1
|
0.01%
|
增持
|
|
|
1980
|
Harvest Fund Management
Beijing,
China
|
US$7.6萬
|
-US$7.23萬
|
1
|
0.01%
|
減碼
|
|
|
1981
|
Salomon & Ludwin
Richmond,
Virginia
|
US$7.6萬
|
US$0
|
1
|
0.02%
|
維持不變
|
|
|
1982
|
Cardinal Capital Management Inc (Canada)
Winnipeg,
Manitoba, Canada
|
US$7.4萬
|
+US$7.47萬
|
1
|
0.01%
|
新
|
|
|
1983
|
Keebeck Wealth Management
Chicago,
Illinois
|
US$7.4萬
|
+US$7.56萬
|
1
|
0.02%
|
新
|
|
|
1984
|
RMR Wealth Builders
Montclair,
New Jersey
|
US$7.4萬
|
+US$7.47萬
|
1
|
0.07%
|
新
|
|
|
1985
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
US$7.3萬
|
US$0
|
1
|
0%
|
維持不變
|
|
|
1986
|
Wealthcare Capital Management
Richmond,
Virginia
|
US$7.3萬
|
+US$8,968
|
1
|
0.01%
|
增持
|
|
|
1987
|
Aspire Private Capital
Cornelius,
North Carolina
|
US$7.2萬
|
US$0
|
1
|
0.03%
|
維持不變
|
|
|
1988
|
Riverview Trust Company
Vancouver,
Washington
|
US$7.2萬
|
-US$1.36萬
|
1
|
0.05%
|
減碼
|
|
|
1989
|
S.A. Mason
Holland,
Michigan
|
US$6.9萬
|
+US$7.01萬
|
1
|
0.07%
|
新
|
|
|
1990
|
MilWealth Group
Milwaukee,
Wisconsin
|
US$6.82萬
|
US$0
|
1
|
0.05%
|
維持不變
|
|
|
1991
|
NWK Group
San Francisco,
California
|
US$6.7萬
|
+US$6.8萬
|
1
|
0.06%
|
新
|
|
|
1992
|
Anfield Capital Management
Irvine,
California
|
US$6.5萬
|
+US$5.65萬
|
1
|
0.03%
|
新
|
|
|
1993
|
Pacific Center for Financial Services
San Ramon,
California
|
US$6.4萬
|
-US$1.01萬
|
1
|
0.03%
|
減碼
|
|
|
1994
|
Braun-Bostich & Associates
Canonsburg,
Pennsylvania
|
US$6.3萬
|
+US$6.33萬
|
1
|
0.06%
|
新
|
|
|
1995
|
Bray Capital Advisors
Naples,
Florida
|
US$6.3萬
|
US$0
|
1
|
0.02%
|
維持不變
|
|
|
1996
|
Kelly Financial Services
Braintree,
Massachusetts
|
US$6.28萬
|
-US$4.41萬
|
1
|
0.05%
|
減碼
|
|
|
1997
|
|
US$6萬
|
+US$6.1萬
|
1
|
0%
|
新
|
|
|
1998
|
Old North State Trust
Greensboro,
North Carolina
|
US$5.7萬
|
-US$1.57萬
|
1
|
0.03%
|
減碼
|
|
|
1999
|
New Capital Management
Houston,
Texas
|
US$5.6萬
|
US$0
|
1
|
0.09%
|
維持不變
|
|
|
2000
|
Lighthouse Financial Advisors
New Market,
Maryland
|
US$5.5萬
|
+US$5.64萬
|
1
|
0.03%
|
新
|
|
