|
1976
|
Sonoma Private Wealth
Sonoma,
California
|
US$30.2萬
|
+US$1.87萬
|
1
|
0.53%
|
增持
|
|
|
1977
|
Gryphon Financial Partners
Columbus,
Ohio
|
US$30.2萬
|
+US$3.83萬
|
1
|
0.07%
|
增持
|
|
|
1978
|
Paulson Wealth Management
Wheaton,
Illinois
|
US$30.2萬
|
-US$1,162
|
1
|
0.1%
|
減碼
|
|
|
1979
|
Provence Wealth Management Group
Irvine,
California
|
US$30.1萬
|
+US$1.83萬
|
1
|
0.18%
|
增持
|
|
|
1980
|
Affinity Capital Advisors
Berkeley,
California
|
US$30萬
|
-US$1.06萬
|
1
|
0.08%
|
減碼
|
|
|
1981
|
Five Oceans Advisors
Santa Monica,
California
|
US$30萬
|
+US$4.45萬
|
1
|
0.19%
|
增持
|
|
|
1982
|
Brand Asset Management Group
Chesterfield,
Missouri
|
US$30萬
|
US$0
|
1
|
0.14%
|
維持不變
|
|
|
1983
|
Atticus Wealth Management
Palm Beach Gardens,
Florida
|
US$29.9萬
|
-US$1.12萬
|
1
|
0.11%
|
減碼
|
|
|
1984
|
Relyea Zuckerberg Hanson
Stamford,
Connecticut
|
US$29.7萬
|
-US$10.4萬
|
1
|
0.07%
|
減碼
|
|
|
1985
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
US$29.7萬
|
+US$1.94萬
|
1
|
0.03%
|
增持
|
|
|
1986
|
Oarsman Capital
Milwaukee,
Wisconsin
|
US$29.7萬
|
-US$2.44萬
|
1
|
0.13%
|
減碼
|
|
|
1987
|
Lokken Investment Group
Lewes,
Delaware
|
US$29.6萬
|
-US$1.91萬
|
1
|
0.19%
|
減碼
|
|
|
1988
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
US$29.6萬
|
US$0
|
1
|
0.07%
|
維持不變
|
|
|
1989
|
One River Asset Management
Stamford,
Connecticut
|
US$29.5萬
|
-US$25.9萬
|
1
|
0.03%
|
減碼
|
|
|
1990
|
L.M. Kohn & Company
Cincinnati,
Ohio
|
US$29.4萬
|
+US$8.3萬
|
1
|
0.11%
|
增持
|
|
|
1991
|
Sterling Financial Planning
Sparta,
New Jersey
|
US$29.2萬
|
+US$387
|
1
|
0.14%
|
增持
|
|
|
1992
|
Tiemann Investment Advisors
Menlo Park,
California
|
US$29.1萬
|
-US$4.61萬
|
1
|
0.15%
|
減碼
|
|
|
1993
|
Hemington Wealth Management
Falls Church,
Virginia
|
US$29.1萬
|
-US$3.65萬
|
1
|
0.12%
|
減碼
|
|
|
1994
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
US$29萬
|
+US$27.8萬
|
1
|
0.04%
|
增持
|
|
|
1995
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
US$29萬
|
+US$4.9萬
|
1
|
0.1%
|
增持
|
|
|
1996
|
Revisor Wealth Management
Akron,
Ohio
|
US$29萬
|
+US$6,840
|
1
|
0.26%
|
增持
|
|
|
1997
|
Financial Management Network
Mission Viejo,
California
|
US$29萬
|
-US$1.69萬
|
1
|
0.1%
|
減碼
|
|
|
1998
|
|
US$28.9萬
|
US$0
|
1
|
0.08%
|
維持不變
|
|
|
1999
|
Catalyst Capital Advisors
Huntington,
New York
|
US$28.9萬
|
US$0
|
1
|
0.01%
|
維持不變
|
|
|
2000
|
Family Management
New York
|
US$28.8萬
|
US$0
|
1
|
0.06%
|
維持不變
|
|
