|
1976
|
SignatureFD
Atlanta,
Georgia
|
$1348万
|
+$186万
|
7
|
1.62%
|
買い増し
|
|
|
1977
|
GFS Advisors
Houston,
Texas
|
$1346万
|
+$14.6万
|
6
|
2.91%
|
買い増し
|
|
|
1978
|
Caldera Capital
Dallas,
Texas
|
$1339万
|
-$172万
|
1
|
10.75%
|
減少
|
|
|
1979
|
Venturi Wealth Management
Austin,
Texas
|
$1339万
|
-$40.3万
|
7
|
2.56%
|
減少
|
|
|
1980
|
Clark Estates Inc
New York
|
$1338万
|
+$94.2万
|
2
|
2.21%
|
買い増し
|
|
|
1981
|
Ardsley Advisory Partners
Stamford,
Connecticut
|
$1336万
|
-$2607万
|
4
|
1.62%
|
減少
|
|
|
1982
|
Roberts, Glore & Co
Deerfield,
Illinois
|
$1333万
|
-$29.7万
|
7
|
8.15%
|
減少
|
|
|
1983
|
Elk Creek Partners
Denver,
Colorado
|
$1332万
|
+$743万
|
1
|
0.78%
|
買い増し
|
|
|
1984
|
Homrich & Berg
Atlanta,
Georgia
|
$1332万
|
+$38.6万
|
7
|
0.91%
|
買い増し
|
|
|
1985
|
SimplyRich
Carlsbad,
California
|
$1330万
|
+$1292万
|
5
|
7.44%
|
新規
|
|
|
1986
|
Darwin Wealth Management
Tampa,
Florida
|
$1330万
|
+$545万
|
6
|
5.69%
|
買い増し
|
|
|
1987
|
River Wealth Advisors
Camp Hill,
Pennsylvania
|
$1329万
|
+$92.9万
|
8
|
5.53%
|
買い増し
|
|
|
1988
|
Summit Global Investments
Bountiful,
Utah
|
$1329万
|
+$114万
|
2
|
2.06%
|
買い増し
|
|
|
1989
|
Kiley Juergens Wealth Management
Olympia,
Washington
|
$1325万
|
+$1276万
|
12
|
11.93%
|
新規
|
|
|
1990
|
Regal Investment Advisors
Kentwood,
Michigan
|
$1325万
|
+$241万
|
6
|
2.95%
|
買い増し
|
|
|
1991
|
Seminole Management
New York
|
$1322万
|
+$595万
|
2
|
2.41%
|
買い増し
|
|
|
1992
|
Knowledge Leaders Capital
Denver,
Colorado
|
$1322万
|
+$232万
|
3
|
10.71%
|
買い増し
|
|
|
1993
|
Members Trust
Tampa,
Florida
|
$1318万
|
+$579万
|
2
|
0.69%
|
買い増し
|
|
|
1994
|
Tiger Pacific Capital
New York
|
$1316万
|
-$385万
|
1
|
6.59%
|
減少
|
|
|
1995
|
Wells Trecaso Financial Group
Akron,
Ohio
|
$1305万
|
+$1271万
|
5
|
12.78%
|
新規
|
|
|
1996
|
Stableford Capital II
Scottsdale,
Arizona
|
$1301万
|
+$74.9万
|
5
|
8.75%
|
買い増し
|
|
|
1997
|
Greenwood Gearhart
Fayetteville,
Arkansas
|
$1301万
|
+$111万
|
2
|
4.14%
|
買い増し
|
|
|
1998
|
Lawson Kroeker Investment Management
Omaha,
Nebraska
|
$1299万
|
-$88.7万
|
3
|
4.18%
|
減少
|
|
|
1999
|
K.J. Harrison & Partners
Toronto,
Ontario, Canada
|
$1297万
|
-$148万
|
4
|
4.38%
|
減少
|
|
|
2000
|
Deroy & Devereaux Private Investment Counsel
Bloomfield Hills,
Michigan
|
$1295万
|
+$1065万
|
7
|
1.37%
|
買い増し
|
|