|
1976
|
Partners Wealth Management
Carmel By The Sea,
California
|
$64.8万
|
+$5.55万
|
1
|
0.64%
|
買い増し
|
|
|
1977
|
Abound Financial
Granite Bay,
California
|
$64.7万
|
+$12.4万
|
13
|
0.26%
|
買い増し
|
|
|
1978
|
Patten & Patten
Chattanooga,
Tennessee
|
$64.7万
|
-$10.6万
|
1
|
0.03%
|
減少
|
|
|
1979
|
Kings Path Partners
Sugar Land,
Texas
|
$64.7万
|
$0
|
4
|
0.17%
|
維持
|
|
|
1980
|
Strategy Asset Managers
Pasadena,
California
|
$64.6万
|
-$2.47万
|
1
|
0.1%
|
減少
|
|
|
1981
|
Ashton Thomas Securities
Rochester,
New York
|
$64.5万
|
-$1.65万
|
2
|
0.1%
|
減少
|
|
|
1982
|
Hilltop Holdings
Dallas,
Texas
|
$64.5万
|
-$33.4万
|
2
|
0.05%
|
減少
|
|
|
1983
|
Winch Advisory Services
Appleton,
Wisconsin
|
$64.5万
|
-$1.17万
|
4
|
0.13%
|
減少
|
|
|
1984
|
Tikvah Management
Charlotte,
North Carolina
|
$64.3万
|
$0
|
1
|
0.2%
|
維持
|
|
|
1985
|
VarCov Co
Darien,
Connecticut
|
$64.1万
|
-$78.2万
|
2
|
0.24%
|
減少
|
|
|
1986
|
Byrne Asset Management
Kingston,
New Jersey
|
$64万
|
-$1.8万
|
3
|
0.35%
|
減少
|
|
|
1987
|
|
$63.9万
|
-$7.48万
|
1
|
0.08%
|
減少
|
|
|
1988
|
Westerkirk Capital
Victoria,
|
$63.9万
|
$0
|
1
|
0.06%
|
維持
|
|
|
1989
|
Argonautica Private Wealth Management
Wellesley,
Massachusetts
|
$63.8万
|
$0
|
1
|
0.16%
|
維持
|
|
|
1990
|
DeDora Capital
Napa,
California
|
$63.8万
|
+$30.2万
|
2
|
0.14%
|
買い増し
|
|
|
1991
|
Silicon Valley Capital Partners
San Jose,
California
|
$63.7万
|
-$3.59万
|
3
|
0.05%
|
減少
|
|
|
1992
|
KCM Investment Advisors
Greenbrae,
California
|
$63.7万
|
+$9.38万
|
2
|
0.02%
|
買い増し
|
|
|
1993
|
iSAM Funds (UK)
London,
United Kingdom
|
$63.6万
|
+$61.4万
|
2
|
0.45%
|
新規
|
|
|
1994
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$63.1万
|
-$105万
|
1
|
0.04%
|
減少
|
|
|
1995
|
Wasatch Advisors
Salt Lake City,
Utah
|
$63万
|
+$98万
|
1
|
0%
|
新規
|
|
|
1996
|
Freedom Financial Partners
Oakdale,
Minnesota
|
$62.7万
|
+$2,407
|
1
|
0.2%
|
買い増し
|
|
|
1997
|
Curi RMB Capital
Chicago,
Illinois
|
$62.6万
|
+$23.9万
|
2
|
0.01%
|
買い増し
|
|
|
1998
|
Turtle Creek Wealth Advisors
Dallas,
Texas
|
$62.5万
|
-$34.1万
|
2
|
0.03%
|
減少
|
|
|
1999
|
|
$62.5万
|
$0
|
3
|
0%
|
維持
|
|
|
2000
|
Resurgent Financial Advisors
Atlanta,
Georgia
|
$62.4万
|
-$7.09万
|
1
|
0.17%
|
減少
|
|
