|
1976
|
Williams Jones Wealth Management
New York
|
$219万
|
+$44.8万
|
2
|
0.02%
|
買い増し
|
|
|
1977
|
Duncan Williams Asset Management
Memphis,
Tennessee
|
$219万
|
+$14万
|
1
|
0.49%
|
買い増し
|
|
|
1978
|
Counterpoint Mutual Funds
San Diego,
California
|
$219万
|
-$29.4万
|
2
|
0.22%
|
減少
|
|
|
1979
|
Ariadne Wealth Management
Santa Barbara,
California
|
$218万
|
+$7.28万
|
2
|
0.97%
|
買い増し
|
|
|
1980
|
Bingham Private Wealth
San Francisco,
California
|
$218万
|
+$3.41万
|
1
|
1.5%
|
買い増し
|
|
|
1981
|
New Republic Capital
Charlotte,
North Carolina
|
$218万
|
-$2.88万
|
1
|
0.5%
|
減少
|
|
|
1982
|
Abel Hall LLC
Baton Rouge,
Louisiana
|
$218万
|
+$47万
|
4
|
0.38%
|
買い増し
|
|
|
1983
|
Bull Harbor Capital
Bethesda,
Maryland
|
$218万
|
+$27.6万
|
3
|
0.43%
|
買い増し
|
|
|
1984
|
Whalerock Point Partners
Providence,
Rhode Island
|
$217万
|
+$8,116
|
1
|
0.37%
|
買い増し
|
|
|
1985
|
O'Neil Global Advisors
Los Angeles,
California
|
$217万
|
+$179万
|
1
|
0.49%
|
新規
|
|
|
1986
|
SmartHarvest Portfolios
Poulsbo,
Washington
|
$217万
|
+$62.4万
|
3
|
0.7%
|
買い増し
|
|
|
1987
|
Elyxium Wealth
San Mateo,
California
|
$217万
|
-$4.06万
|
1
|
0.23%
|
減少
|
|
|
1988
|
Endowment Wealth Management
Appleton,
Wisconsin
|
$216万
|
+$4.34万
|
1
|
0.84%
|
買い増し
|
|
|
1989
|
Ironwood Investment Management
Boston,
Massachusetts
|
$215万
|
+$849
|
1
|
0.74%
|
買い増し
|
|
|
1990
|
Advisor Resource Council
Dallas,
Texas
|
$215万
|
-$1.26万
|
1
|
0.61%
|
減少
|
|
|
1991
|
Absolute Gestao de Investimentos
Sao Paulo,
Brazil
|
$215万
|
-$677万
|
1
|
0.22%
|
減少
|
|
|
1992
|
Monetary Management Group
St Louis,
Missouri
|
$215万
|
+$4.06万
|
1
|
0.44%
|
買い増し
|
|
|
1993
|
Creative Financial Designs
Kokomo,
Indiana
|
$214万
|
+$8.89万
|
4
|
0.1%
|
買い増し
|
|
|
1994
|
Lodestone Wealth Management
Spokane,
Washington
|
$214万
|
-$26.9万
|
2
|
0.76%
|
減少
|
|
|
1995
|
Sherman Asset Management
Ventura,
California
|
$214万
|
-$406
|
1
|
1.66%
|
減少
|
|
|
1996
|
Bank of Stockton
Stockton,
California
|
$214万
|
+$40.3万
|
1
|
0.6%
|
買い増し
|
|
|
1997
|
Collaborative Fund Advisors
Reno,
Nevada
|
$213万
|
-$77.9万
|
2
|
1.24%
|
減少
|
|
|
1998
|
Williams & Novak
Westlake Village,
California
|
$212万
|
+$9.29万
|
2
|
1.41%
|
買い増し
|
|
|
1999
|
Professional Financial Advisors
North Platte,
Nebraska
|
$212万
|
+$150万
|
1
|
0.37%
|
買い増し
|
|
|
2000
|
Illumine Investment Management
Poulsbo,
Washington
|
$212万
|
-$193万
|
0
|
–
|
解消
|
|
