|
1976
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$922万
|
+$35.7万
|
6
|
0.44%
|
買い増し
|
|
|
1977
|
Tectonic Advisors
Frisco,
Texas
|
$921万
|
+$148万
|
7
|
0.44%
|
買い増し
|
|
|
1978
|
Stenger Family Office
Naperville,
Illinois
|
$921万
|
+$21.9万
|
2
|
1.46%
|
買い増し
|
|
|
1979
|
Plimoth Trust
Plymouth,
Massachusetts
|
$921万
|
+$3.91万
|
2
|
1.84%
|
買い増し
|
|
|
1980
|
Garrison Bradford & Associates
New York
|
$920万
|
-$208万
|
1
|
9.98%
|
減少
|
|
|
1981
|
Strategic Advisors
New York
|
$917万
|
-$1016万
|
3
|
1.98%
|
減少
|
|
|
1982
|
Rubicon Advisors
Redding,
California
|
$914万
|
-$20.1万
|
1
|
6.66%
|
減少
|
|
|
1983
|
Norwood Investment Partners
Mill Valley,
California
|
$913万
|
+$626万
|
1
|
12.61%
|
買い増し
|
|
|
1984
|
Cascade Financial Partners
San Diego,
California
|
$913万
|
+$5.99万
|
3
|
0.79%
|
買い増し
|
|
|
1985
|
Westerkirk Capital
Victoria,
|
$913万
|
$0
|
2
|
0.88%
|
維持
|
|
|
1986
|
Oxford Financial Group
Carmel,
Indiana
|
$912万
|
-$31万
|
5
|
0.46%
|
減少
|
|
|
1987
|
Southeast Asset Advisors
Thomasville,
Georgia
|
$910万
|
+$206万
|
5
|
0.92%
|
買い増し
|
|
|
1988
|
Parisi Gray Wealth Management
Mendham,
New Jersey
|
$910万
|
+$13.4万
|
3
|
1.87%
|
買い増し
|
|
|
1989
|
Baldwin Investment Management
West Conshohocken,
Pennsylvania
|
$909万
|
+$257万
|
4
|
0.88%
|
買い増し
|
|
|
1990
|
TritonPoint Wealth
Chevy Chase,
Maryland
|
$908万
|
-$38.1万
|
5
|
0.89%
|
減少
|
|
|
1991
|
Wealth Alliance
Mellville,
New York
|
$908万
|
-$33.8万
|
5
|
0.76%
|
減少
|
|
|
1992
|
Kessler Investment Group
Columbus,
Indiana
|
$908万
|
-$14.7万
|
1
|
3.88%
|
減少
|
|
|
1993
|
Aristotle Atlantic Partners
Sarasota,
Florida
|
$907万
|
-$215万
|
2
|
0.38%
|
減少
|
|
|
1994
|
McKinney Capital Management
Houston,
Texas
|
$906万
|
+$622万
|
3
|
3.57%
|
買い増し
|
|
|
1995
|
Axiom Investment Management
New York
|
$906万
|
-$3.32万
|
4
|
6.06%
|
減少
|
|
|
1996
|
Delta Investment Management
San Francisco,
California
|
$906万
|
+$54.1万
|
6
|
1.49%
|
買い増し
|
|
|
1997
|
Douglas Lane & Associates
New York
|
$905万
|
-$68.6万
|
5
|
0.12%
|
減少
|
|
|
1998
|
Purus Wealth Management
Newport Beach,
California
|
$901万
|
+$20.2万
|
4
|
2.48%
|
買い増し
|
|
|
1999
|
Summit Place Financial Advisors
Summit,
New Jersey
|
$901万
|
-$76.3万
|
1
|
3.95%
|
減少
|
|
|
2000
|
EdenTree Asset Management
London,
United Kingdom
|
$899万
|
-$141万
|
1
|
2.74%
|
減少
|
|
