|
1976
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$2507万
|
+$582万
|
8
|
3.42%
|
買い増し
|
|
|
1977
|
Ibex Investors
Denver,
Colorado
|
$2506万
|
+$301万
|
5
|
11.9%
|
買い増し
|
|
|
1978
|
Employers Holdings
Reno,
Nevada
|
$2501万
|
+$234万
|
6
|
14.13%
|
買い増し
|
|
|
1979
|
Avantax Planning Partners
Dubuque,
Iowa
|
$2500万
|
+$147万
|
6
|
1.41%
|
買い増し
|
|
|
1980
|
|
$2500万
|
-$1597万
|
1
|
2.65%
|
減少
|
|
|
1981
|
Empirical Finance
Havertown,
Pennsylvania
|
$2490万
|
+$286万
|
7
|
6.37%
|
買い増し
|
|
|
1982
|
Virtue Capital Management
Brentwood,
Tennessee
|
$2488万
|
+$2235万
|
9
|
5.74%
|
買い増し
|
|
|
1983
|
Firsthand Capital Management
San Jose,
California
|
$2487万
|
-$621万
|
4
|
11.37%
|
減少
|
|
|
1984
|
Community Bank & Trust (Waco, Texas)
Waco,
Texas
|
$2483万
|
+$508万
|
6
|
10.38%
|
買い増し
|
|
|
1985
|
Quattro Financial Advisors
The Woodlands,
Texas
|
$2482万
|
-$2.94億
|
3
|
6.52%
|
減少
|
|
|
1986
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$2475万
|
+$24.3万
|
6
|
3.77%
|
買い増し
|
|
|
1987
|
Brookstone Capital Management
Wheaton,
Illinois
|
$2470万
|
+$721万
|
8
|
1.54%
|
買い増し
|
|
|
1988
|
Copper Rock Capital Partners
Boston,
Massachusetts
|
$2468万
|
+$2275万
|
2
|
4.24%
|
新規
|
|
|
1989
|
Bruderman Asset Management
Locust Valley,
New York
|
$2468万
|
+$48.9万
|
7
|
8.17%
|
買い増し
|
|
|
1990
|
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
$2468万
|
+$79.7万
|
4
|
9.64%
|
買い増し
|
|
|
1991
|
Absher Wealth Management
Chapel Hill,
North Carolina
|
$2465万
|
-$246万
|
5
|
6.29%
|
減少
|
|
|
1992
|
Buffington Mohr McNeal
Boise,
Idaho
|
$2464万
|
+$62.5万
|
7
|
6.94%
|
買い増し
|
|
|
1993
|
NVWM LLC
Yardley,
Pennsylvania
|
$2462万
|
+$19.5万
|
8
|
13.26%
|
買い増し
|
|
|
1994
|
Miura Global Management
New York
|
$2462万
|
-$2172万
|
2
|
6.5%
|
減少
|
|
|
1995
|
Precept Management
Dallas,
Texas
|
$2458万
|
-$370万
|
2
|
4.7%
|
減少
|
|
|
1996
|
Arjuna Capital
Durham,
North Carolina
|
$2455万
|
-$102万
|
6
|
16.94%
|
減少
|
|
|
1997
|
Old Second National Bank of Aurora
Aurora,
Illinois
|
$2449万
|
-$213万
|
9
|
8.31%
|
減少
|
|
|
1998
|
Arbor Wealth Management (Florida)
Miramar Beach,
Florida
|
$2441万
|
-$6.86万
|
3
|
11.4%
|
減少
|
|
|
1999
|
Corda Investment Management
Houston,
Texas
|
$2439万
|
-$36.8万
|
3
|
2.81%
|
減少
|
|
|
2000
|
Turim 21 Investimentos
Rio De Janeiro,
Brazil
|
$2433万
|
+$1528万
|
3
|
24.68%
|
買い増し
|
|