|
1976
|
Seven Grand Managers
Bronxville,
New York
|
$7172万
|
+$1770万
|
2
|
5.46%
|
買い増し
|
|
|
1977
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$7172万
|
-$225万
|
7
|
6.65%
|
減少
|
|
|
1978
|
Vantage Wealth
Pasadena,
California
|
$7169万
|
-$633万
|
4
|
15.5%
|
減少
|
|
|
1979
|
Intellectus Partners
San Francisco,
California
|
$7168万
|
-$540万
|
10
|
13.85%
|
減少
|
|
|
1980
|
Personal CFO Solutions
Chester,
New Jersey
|
$7158万
|
+$205万
|
13
|
11.37%
|
買い増し
|
|
|
1981
|
Kora Management
Brooklyn,
New York
|
$7138万
|
+$1208万
|
1
|
9.51%
|
買い増し
|
|
|
1982
|
Clearstead Trust
Portland,
Maine
|
$7126万
|
-$49.5万
|
15
|
11.22%
|
減少
|
|
|
1983
|
Cadian Capital Management
New York
|
$7121万
|
+$573万
|
1
|
5.14%
|
買い増し
|
|
|
1984
|
Whitener Capital Management
Rocky Mount,
North Carolina
|
$7119万
|
-$141万
|
7
|
16.2%
|
減少
|
|
|
1985
|
FAS Wealth Partners
Leawood,
Kansas
|
$7108万
|
+$316万
|
10
|
4.59%
|
買い増し
|
|
|
1986
|
Manhattan West Asset Management
Los Angeles,
California
|
$7102万
|
-$344万
|
7
|
14.54%
|
減少
|
|
|
1987
|
Valiant Capital Management
San Francisco,
California
|
$7101万
|
-$292万
|
2
|
4.02%
|
減少
|
|
|
1988
|
Timber Creek Capital Management
Boston,
Massachusetts
|
$7081万
|
+$5.1万
|
5
|
16.45%
|
買い増し
|
|
|
1989
|
HCEP Management
Hong Kong
|
$7075万
|
-$1114万
|
1
|
57.72%
|
減少
|
|
|
1990
|
Mengis Capital Management
Portland,
Oregon
|
$7075万
|
+$461万
|
6
|
12.51%
|
買い増し
|
|
|
1991
|
Peconic Partners
New York
|
$7073万
|
+$6864万
|
2
|
1.68%
|
買い増し
|
|
|
1992
|
Punch & Associates Investment Management
Edina,
Minnesota
|
$7066万
|
-$64.9万
|
3
|
4.13%
|
減少
|
|
|
1993
|
Archford Capital Strategies
Swansea,
Illinois
|
$7066万
|
+$54.7万
|
9
|
8.23%
|
買い増し
|
|
|
1994
|
Bright Rock Capital Management
Hanover,
Massachusetts
|
$7064万
|
-$714万
|
3
|
13.89%
|
減少
|
|
|
1995
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$7059万
|
+$92.2万
|
10
|
3.88%
|
買い増し
|
|
|
1996
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$7055万
|
-$603万
|
7
|
6.74%
|
減少
|
|
|
1997
|
McDonough Capital Management
Orlando,
Florida
|
$7047万
|
+$33.3万
|
5
|
34.52%
|
買い増し
|
|
|
1998
|
Elk River Wealth Management
Denver,
Colorado
|
$7047万
|
+$1.48億
|
5
|
11.33%
|
買い増し
|
|
|
1999
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
$7033万
|
+$429万
|
9
|
0.69%
|
買い増し
|
|
|
2000
|
Headlands Technologies
Chicago,
Illinois
|
$7031万
|
-$3425万
|
10
|
5.87%
|
減少
|
|
