|
1976
|
Consolidated Investment Group
Englewood,
Colorado
|
$483万
|
$0
|
1
|
2.31%
|
維持
|
|
|
1977
|
|
$481万
|
+$288万
|
5
|
1.25%
|
買い増し
|
|
|
1978
|
CMT Asset Management
Chicago,
Illinois
|
$481万
|
+$457万
|
5
|
0.35%
|
買い増し
|
|
|
1979
|
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
|
$481万
|
+$491万
|
9
|
2.01%
|
新規
|
|
|
1980
|
Lincoln Capital
Lincoln,
Nebraska
|
$480万
|
+$12.9万
|
3
|
4.11%
|
買い増し
|
|
|
1981
|
Oakwood Capital Management
Los Angeles,
California
|
$479万
|
+$8,602
|
1
|
1.31%
|
買い増し
|
|
|
1982
|
Avalon Capital Management
Port Of Redwood City,
California
|
$479万
|
+$150万
|
1
|
3.87%
|
買い増し
|
|
|
1983
|
Kelleher Financial Advisors
New York
|
$479万
|
-$5.45万
|
3
|
2.65%
|
減少
|
|
|
1984
|
Ballentine Partners
Waltham,
Massachusetts
|
$478万
|
+$32.6万
|
6
|
0.47%
|
買い増し
|
|
|
1985
|
Mastrapasqua Asset Management
Nashville,
Tennessee
|
$478万
|
-$1921万
|
4
|
9.43%
|
減少
|
|
|
1986
|
WFG Advisors
Dallas,
Texas
|
$478万
|
-$138万
|
10
|
1.33%
|
減少
|
|
|
1987
|
Birmingham Capital Management
Birmingham,
Alabama
|
$478万
|
+$2.38万
|
1
|
1.81%
|
買い増し
|
|
|
1988
|
Fort Point Capital Partners
San Francisco,
California
|
$477万
|
+$28万
|
3
|
3.14%
|
買い増し
|
|
|
1989
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$477万
|
+$219万
|
6
|
1.53%
|
買い増し
|
|
|
1990
|
Holderness Investments Company
Greensboro,
North Carolina
|
$477万
|
-$29.4万
|
3
|
4.84%
|
減少
|
|
|
1991
|
Horizon Investment Services
Hammond,
Indiana
|
$474万
|
+$25万
|
1
|
1.97%
|
買い増し
|
|
|
1992
|
American Money Management
Rancho Santa Fe,
California
|
$474万
|
-$12.2万
|
3
|
4.14%
|
減少
|
|
|
1993
|
Northeast Financial Consultants
Westport,
Connecticut
|
$472万
|
+$44.2万
|
3
|
2.15%
|
買い増し
|
|
|
1994
|
|
$472万
|
-$5.93万
|
2
|
1.93%
|
減少
|
|
|
1995
|
Longer Investments
Fayetteville,
Arkansas
|
$470万
|
-$18万
|
3
|
3.59%
|
減少
|
|
|
1996
|
Bruderman Asset Management
Locust Valley,
New York
|
$469万
|
+$479万
|
6
|
1.83%
|
新規
|
|
|
1997
|
Regal Investment Advisors
Kentwood,
Michigan
|
$468万
|
-$108万
|
9
|
1.16%
|
減少
|
|
|
1998
|
Allen Operations
New York
|
$468万
|
$0
|
1
|
4.76%
|
維持
|
|
|
1999
|
Fieldpoint Private Advisors
New York
|
$467万
|
-$185万
|
1
|
2.85%
|
減少
|
|
|
2000
|
Outfitter Advisors
Mclean,
Virginia
|
$467万
|
-$9.48万
|
3
|
1.77%
|
減少
|
|
