|
1976
|
Revisor Wealth Management
Akron,
Ohio
|
US$102萬
|
-US$2.75萬
|
1
|
0.35%
|
減碼
|
|
|
1977
|
Rebalance
Palo Alto,
California
|
US$102萬
|
-US$6.73萬
|
1
|
0.06%
|
減碼
|
|
|
1978
|
Curbstone Financial Management Corp
Manchester,
New Hampshire
|
US$102萬
|
-US$24.4萬
|
1
|
0.2%
|
減碼
|
|
|
1979
|
Capital Investment Counsel Inc
Raleigh,
North Carolina
|
US$102萬
|
-US$4.32萬
|
1
|
0.12%
|
減碼
|
|
|
1980
|
Montz Harcus Wealth Management
New Orleans,
Louisiana
|
US$101萬
|
+US$10.3萬
|
1
|
0.44%
|
增持
|
|
|
1981
|
Leelyn Smith
Geneva,
Illinois
|
US$101萬
|
+US$42.5萬
|
1
|
0.15%
|
增持
|
|
|
1982
|
|
US$101萬
|
US$0
|
1
|
0.46%
|
維持不變
|
|
|
1983
|
Shum Financial Group
Alameda,
California
|
US$101萬
|
+US$93.6萬
|
1
|
0.75%
|
新
|
|
|
1984
|
Institute for Wealth Management
Denver,
Colorado
|
US$101萬
|
+US$2,879
|
1
|
0.11%
|
增持
|
|
|
1985
|
Prasad Wealth Partners
Independence,
Ohio
|
US$101萬
|
+US$93.4萬
|
1
|
0.28%
|
新
|
|
|
1986
|
Howard Capital Management Group
Los Angeles,
California
|
US$101萬
|
+US$17萬
|
1
|
0.06%
|
增持
|
|
|
1987
|
McGlone Suttner Wealth Management
Appleton,
Wisconsin
|
US$100萬
|
+US$1.39萬
|
1
|
0.14%
|
增持
|
|
|
1988
|
Abich Financial Wealth Management
Ashburn,
Virginia
|
US$100萬
|
+US$90萬
|
2
|
0.36%
|
新
|
|
|
1989
|
WJ Wealth Management
Glendale,
Arizona
|
US$100萬
|
-US$128萬
|
1
|
0.44%
|
減碼
|
|
|
1990
|
Greenfield Savings Bank
Greenfield,
Massachusetts
|
US$100萬
|
-US$3,141
|
1
|
0.42%
|
減碼
|
|
|
1991
|
Kestra Investment Management
Austin,
Texas
|
US$100萬
|
-US$5.38萬
|
3
|
0.03%
|
減碼
|
|
|
1992
|
Grove Street Fiduciary
Peterborough,
New Hampshire
|
US$100萬
|
US$0
|
1
|
0.47%
|
維持不變
|
|
|
1993
|
Tounjian Advisory Partners
Fort Myers,
Florida
|
US$100萬
|
-US$56.5萬
|
1
|
0.34%
|
減碼
|
|
|
1994
|
Clark Asset Management
Stratham,
New Hampshire
|
US$100萬
|
-US$37.8萬
|
1
|
0.12%
|
減碼
|
|
|
1995
|
Stonebridge Financial Planning Group
Orlando,
Florida
|
US$100萬
|
+US$22.9萬
|
2
|
0.38%
|
增持
|
|
|
1996
|
Oak Harbor Wealth Partners
Raleigh,
North Carolina
|
US$100萬
|
-US$4.03萬
|
1
|
0.25%
|
減碼
|
|
|
1997
|
New Hampshire Trust
Concord,
New Hampshire
|
US$100萬
|
-US$1.05萬
|
1
|
0.19%
|
減碼
|
|
|
1998
|
Whitney & Co
Rochester,
New York
|
US$99.4萬
|
+US$1,309
|
1
|
0.09%
|
增持
|
|
|
1999
|
Rooted Wealth Advisors
Bourbonnais,
Illinois
|
US$99.4萬
|
+US$29.6萬
|
1
|
0.3%
|
增持
|
|
|
2000
|
Northwest & Ethical Investments
Toronto,
Ontario, Canada
|
US$99.3萬
|
+US$92.9萬
|
1
|
0.02%
|
新
|
|
