|
1976
|
AllSquare Wealth Management
Albany,
New York
|
US$25.1萬
|
US$0
|
1
|
0.18%
|
維持不變
|
|
|
1977
|
Resonant Capital Advisors
Madison,
Wisconsin
|
US$25.1萬
|
-US$2.07萬
|
1
|
0.04%
|
減碼
|
|
|
1978
|
Bridgeworth
Birmingham,
Alabama
|
US$25萬
|
-US$2,625
|
1
|
0.06%
|
減碼
|
|
|
1979
|
Holistic Financial Partners
Indianapolis,
Indiana
|
US$25萬
|
US$0
|
1
|
0.25%
|
維持不變
|
|
|
1980
|
Apella Capital
West Hartford,
Connecticut
|
US$24.9萬
|
+US$7,874
|
1
|
0.03%
|
增持
|
|
|
1981
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
US$24.9萬
|
+US$7.09萬
|
1
|
0.02%
|
增持
|
|
|
1982
|
Matthew Hamilton Rosenberg
|
US$24.9萬
|
+US$394
|
1
|
0.1%
|
增持
|
|
|
1983
|
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
|
US$24.9萬
|
US$0
|
1
|
0.25%
|
維持不變
|
|
|
1984
|
Sepio Capital
Salt Lake City,
Utah
|
US$24.9萬
|
+US$5,774
|
1
|
0.02%
|
增持
|
|
|
1985
|
Five Oceans Advisors
Santa Monica,
California
|
US$24.8萬
|
+US$2.76萬
|
1
|
0.2%
|
增持
|
|
|
1986
|
Investment Advisory Group
Hanover,
Massachusetts
|
US$24.8萬
|
-US$4,724
|
1
|
0.17%
|
減碼
|
|
|
1987
|
Masso Torrence Wealth Management
Marlton,
New Jersey
|
US$24.8萬
|
+US$394
|
1
|
0.22%
|
增持
|
|
|
1988
|
Princeton Global Asset Management
Princeton,
New Jersey
|
US$24.8萬
|
+US$656
|
1
|
0.09%
|
增持
|
|
|
1989
|
Wintrust Investments
Chicago,
Illinois
|
US$24.8萬
|
-US$4.24萬
|
1
|
0.03%
|
減碼
|
|
|
1990
|
Engrave Wealth Partners
The Woodlands,
Texas
|
US$24.7萬
|
+US$131
|
1
|
0.12%
|
增持
|
|
|
1991
|
Marietta Wealth Management
Marietta,
Georgia
|
US$24.7萬
|
US$0
|
1
|
0.06%
|
維持不變
|
|
|
1992
|
W Advisors LLC
Germantown,
Tennessee
|
US$24.7萬
|
-US$2,887
|
1
|
0.23%
|
減碼
|
|
|
1993
|
Blueprint Investment Partners
Greensboro,
North Carolina
|
US$24.6萬
|
-US$74.6萬
|
1
|
0.07%
|
減碼
|
|
|
1994
|
Nadler Financial Group
Deerfield,
Illinois
|
US$24.6萬
|
US$0
|
1
|
0.05%
|
維持不變
|
|
|
1995
|
Resource Consulting Group
Orlando,
Florida
|
US$24.6萬
|
+US$6.3萬
|
1
|
0.07%
|
增持
|
|
|
1996
|
Eastern Bank
Boston,
Massachusetts
|
US$24.5萬
|
US$0
|
1
|
0.01%
|
維持不變
|
|
|
1997
|
RS Crum Inc
Newport Beach,
California
|
US$24.5萬
|
US$0
|
1
|
0.13%
|
維持不變
|
|
|
1998
|
World Investment Advisors
Santa Barbara,
California
|
US$24.5萬
|
-US$18.8萬
|
1
|
0.06%
|
減碼
|
|
|
1999
|
CNB Bank
Clearfield,
Pennsylvania
|
US$24.4萬
|
-US$3.6萬
|
1
|
0.17%
|
減碼
|
|
|
2000
|
Foster Victor Wealth Advisors
Greenville,
South Carolina
|
US$24.4萬
|
-US$3,806
|
1
|
0.04%
|
減碼
|
|
