|
1976
|
Pegasus Partners
Mequon,
Wisconsin
|
$1519万
|
-$240万
|
7
|
4.5%
|
減少
|
|
|
1977
|
Northwest Investment Counselors
Lake Oswego,
Oregon
|
$1516万
|
+$20.8万
|
5
|
6.63%
|
買い増し
|
|
|
1978
|
Investidor Profissional Gestao de Recursos
Rio De Janeiro,
Brazil
|
$1514万
|
+$152万
|
2
|
6.57%
|
買い増し
|
|
|
1979
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$1512万
|
+$237万
|
6
|
2.67%
|
買い増し
|
|
|
1980
|
Venturi Wealth Management
Austin,
Texas
|
$1510万
|
+$363万
|
7
|
2.44%
|
買い増し
|
|
|
1981
|
Tidal Investments
Milwaukee,
Wisconsin
|
$1509万
|
+$1659万
|
6
|
11.63%
|
新規
|
|
|
1982
|
Fiduciary Financial Services of The Southwest
Dallas,
Texas
|
$1503万
|
+$23.2万
|
4
|
4.74%
|
買い増し
|
|
|
1983
|
Symmetry Partners
Glastonbury,
Connecticut
|
$1503万
|
+$1632万
|
8
|
3.83%
|
新規
|
|
|
1984
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
$1502万
|
+$1580万
|
8
|
6.04%
|
新規
|
|
|
1985
|
LaFleur & Godfrey
Grand Rapids,
Michigan
|
$1499万
|
-$46.8万
|
2
|
4.23%
|
減少
|
|
|
1986
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$1497万
|
+$29.4万
|
10
|
8.81%
|
買い増し
|
|
|
1987
|
Next Financial Group
Houston,
Texas
|
$1494万
|
+$734万
|
16
|
3.11%
|
買い増し
|
|
|
1988
|
Argus Investors Counsel
New York
|
$1492万
|
-$184万
|
4
|
7.79%
|
減少
|
|
|
1989
|
NBW Capital
Boston,
Massachusetts
|
$1490万
|
-$16.8万
|
2
|
5.29%
|
減少
|
|
|
1990
|
South Street Advisors
New York
|
$1487万
|
-$88.2万
|
3
|
5.25%
|
減少
|
|
|
1991
|
Signet Financial Management
Parsippany,
New Jersey
|
$1483万
|
+$87.1万
|
7
|
3.23%
|
買い増し
|
|
|
1992
|
Caerus Investors
New York
|
$1481万
|
+$491万
|
2
|
7.76%
|
買い増し
|
|
|
1993
|
Cadence Capital Management
Boston,
Massachusetts
|
$1479万
|
-$976万
|
8
|
1.49%
|
減少
|
|
|
1994
|
Global Financial Private Capital
Sarasota,
Florida
|
$1479万
|
-$2241万
|
6
|
0.8%
|
減少
|
|
|
1995
|
Kennedy Capital Management
St Louis,
Missouri
|
$1478万
|
+$443万
|
2
|
0.37%
|
買い増し
|
|
|
1996
|
Koshinski Asset Management
Decatur,
Illinois
|
$1477万
|
-$766万
|
7
|
3.63%
|
減少
|
|
|
1997
|
Alta Park Capital
San Francisco,
California
|
$1474万
|
-$229万
|
2
|
6.94%
|
減少
|
|
|
1998
|
Chicago Trust
Grayslake,
Illinois
|
$1474万
|
+$63.8万
|
7
|
6.98%
|
買い増し
|
|
|
1999
|
Hamilton Lane Advisors
Conshohocken,
Pennsylvania
|
$1473万
|
+$354万
|
4
|
12.85%
|
買い増し
|
|
|
2000
|
Westbourne Investment Advisors
Annapolis,
Maryland
|
$1472万
|
+$21.2万
|
5
|
12.68%
|
買い増し
|
|