|
1976
|
|
$420万
|
+$47.9万
|
1
|
1.34%
|
買い増し
|
|
|
1977
|
Nadler Financial Group
Deerfield,
Illinois
|
$420万
|
-$1.63万
|
1
|
0.36%
|
減少
|
|
|
1978
|
SAM Advisors
Oakhurst,
California
|
$420万
|
+$18.2万
|
2
|
1.15%
|
買い増し
|
|
|
1979
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Warsaw,
Poland
|
$419万
|
+$12.4万
|
2
|
1.68%
|
買い増し
|
|
|
1980
|
Beech Hill Advisors
New York
|
$419万
|
-$2.9万
|
2
|
1.85%
|
減少
|
|
|
1981
|
Consolidated Portfolio Review Corp
Woodbury,
New York
|
$417万
|
$0
|
1
|
0.35%
|
維持
|
|
|
1982
|
Beacon Financial Advisory
Cleveland,
Ohio
|
$417万
|
+$5万
|
2
|
0.82%
|
買い増し
|
|
|
1983
|
Adell Harriman & Carpenter
Houston,
Texas
|
$416万
|
-$12.4万
|
1
|
0.21%
|
減少
|
|
|
1984
|
Greenline Wealth Management
Boca Raton,
Florida
|
$413万
|
+$45.5万
|
2
|
3.4%
|
買い増し
|
|
|
1985
|
Winthrop Advisory Group
Boston,
Massachusetts
|
$413万
|
+$4,554
|
2
|
0.28%
|
買い増し
|
|
|
1986
|
PGIM Custom Harvest
Newark,
New Jersey
|
$413万
|
+$23.8万
|
2
|
0.05%
|
買い増し
|
|
|
1987
|
Synergy Financial Group
San Ramon,
California
|
$413万
|
-$73.2万
|
2
|
2.97%
|
減少
|
|
|
1988
|
Invictus Private Wealth
Denver,
Colorado
|
$413万
|
+$390万
|
1
|
0.22%
|
新規
|
|
|
1989
|
Income Insurance Ltd
Singapore,
|
$412万
|
+$6.36万
|
2
|
2.45%
|
買い増し
|
|
|
1990
|
Hutchens & Kramer Investment Management Group
Carmel,
Indiana
|
$411万
|
+$19.5万
|
1
|
1.1%
|
買い増し
|
|
|
1991
|
Ruffer LLP
London,
United Kingdom
|
$410万
|
+$169万
|
1
|
0.15%
|
買い増し
|
|
|
1992
|
IMA Advisory Services
Denver,
Colorado
|
$410万
|
+$3.71万
|
6
|
0.26%
|
買い増し
|
|
|
1993
|
WBI Investments
Red Bank,
New Jersey
|
$410万
|
+$153万
|
2
|
1.02%
|
買い増し
|
|
|
1994
|
Brendel Financial Advisors
Hanover,
New Hampshire
|
$410万
|
+$15.9万
|
1
|
1.9%
|
買い増し
|
|
|
1995
|
Dupree Financial Group
Lexington,
Kentucky
|
$410万
|
-$60.9万
|
1
|
1.54%
|
減少
|
|
|
1996
|
Vista Investment Partners
Oklahoma City,
Oklahoma
|
$410万
|
+$4,773
|
1
|
1.03%
|
買い増し
|
|
|
1997
|
Magnolia Private Wealth
Philadelphia,
Pennsylvania
|
$409万
|
+$247万
|
1
|
2.25%
|
買い増し
|
|
|
1998
|
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
|
$409万
|
+$110万
|
1
|
0.22%
|
買い増し
|
|
|
1999
|
Rosenblum Silverman Sutton
San Francisco,
California
|
$409万
|
-$31.7万
|
1
|
0.98%
|
減少
|
|
|
2000
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
$408万
|
-$725万
|
2
|
0.24%
|
減少
|
|
