|
1976
|
Marks Group Wealth Management
Minnetonka,
Minnesota
|
$1.28億
|
-$214万
|
16
|
11.19%
|
減少
|
|
|
1977
|
Galvin Gaustad & Stein
Scottsdale,
Arizona
|
$1.28億
|
+$674万
|
15
|
9.47%
|
買い増し
|
|
|
1978
|
Cardinal Point Capital Management
Toronto,
Ontario, Canada
|
$1.28億
|
+$291万
|
15
|
7.26%
|
買い増し
|
|
|
1979
|
Fortis Capital Advisors
Prairie Village,
Kansas
|
$1.28億
|
+$236万
|
29
|
14.41%
|
買い増し
|
|
|
1980
|
Heirloom Wealth Management
Greenwood Village,
Colorado
|
$1.28億
|
+$268万
|
5
|
18.52%
|
買い増し
|
|
|
1981
|
Perseverance Asset Management International
George Town,
Cayman Islands
|
$1.28億
|
-$1476万
|
5
|
13.05%
|
減少
|
|
|
1982
|
Sendero Wealth Management
San Antonio,
Texas
|
$1.27億
|
-$554万
|
11
|
12.69%
|
減少
|
|
|
1983
|
Kestra Investment Management
Austin,
Texas
|
$1.27億
|
-$770万
|
21
|
2.47%
|
減少
|
|
|
1984
|
Corda Investment Management
Houston,
Texas
|
$1.27億
|
+$3.37万
|
11
|
7.8%
|
買い増し
|
|
|
1985
|
IronBridge Private Wealth
Austin,
Texas
|
$1.27億
|
-$440万
|
9
|
41.69%
|
減少
|
|
|
1986
|
N10 Wealth
Greenwich,
Connecticut
|
$1.27億
|
+$1.18億
|
13
|
44.97%
|
新規
|
|
|
1987
|
Continuum Advisory
Eagle,
Idaho
|
$1.26億
|
+$429万
|
46
|
10.22%
|
買い増し
|
|
|
1988
|
The Woodbridge Company
Toronto,
Ontario, Canada
|
$1.26億
|
$0
|
2
|
0.5%
|
維持
|
|
|
1989
|
Professional Advisory Services
Vero Beach,
Florida
|
$1.26億
|
-$3129万
|
9
|
15.11%
|
減少
|
|
|
1990
|
Alta Advisers
London,
United Kingdom
|
$1.26億
|
+$5177万
|
20
|
28.53%
|
買い増し
|
|
|
1991
|
Horizon Investment Services
Hammond,
Indiana
|
$1.26億
|
+$215万
|
12
|
34.99%
|
買い増し
|
|
|
1992
|
Stenger Family Office
Naperville,
Illinois
|
$1.26億
|
+$109万
|
12
|
19.99%
|
買い増し
|
|
|
1993
|
Bulltick Wealth Management
Miami,
Florida
|
$1.26億
|
+$1038万
|
14
|
25.64%
|
買い増し
|
|
|
1994
|
Telos Capital Management
San Diego,
California
|
$1.26億
|
-$589万
|
15
|
11.07%
|
減少
|
|
|
1995
|
Nicola Wealth Management
Vancouver,
British Columbia, Canada
|
$1.26億
|
+$1826万
|
6
|
14.46%
|
買い増し
|
|
|
1996
|
Stansberry Asset Management
Westlake,
Texas
|
$1.25億
|
+$1069万
|
10
|
11.5%
|
買い増し
|
|
|
1997
|
Keenan Capital
Burlingame,
California
|
$1.25億
|
+$2716万
|
2
|
24.79%
|
買い増し
|
|
|
1998
|
Trans-Canada Capital
Montreal,
Quebec, Canada
|
$1.25億
|
+$1.16億
|
5
|
6.86%
|
新規
|
|
|
1999
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$1.25億
|
+$384万
|
66
|
8.54%
|
買い増し
|
|
|
2000
|
|
$1.25億
|
+$246万
|
7
|
20.19%
|
買い増し
|
|
