|
1976
|
Formidable Asset Management
Cincinnati,
Ohio
|
$168万
|
+$6,470
|
2
|
0.27%
|
買い増し
|
|
|
1977
|
Nordwand Advisors
Radnor,
Pennsylvania
|
$168万
|
-$131万
|
2
|
0.26%
|
減少
|
|
|
1978
|
Pin Oak Investment Advisors
Houston,
Texas
|
$168万
|
-$168万
|
1
|
1.19%
|
減少
|
|
|
1979
|
Prevail Innovative Wealth Advisors
Leawood,
Kansas
|
$168万
|
+$167万
|
1
|
0.25%
|
新規
|
|
|
1980
|
Oakworth Capital
Birmingham,
Alabama
|
$167万
|
-$44.3万
|
5
|
0.08%
|
減少
|
|
|
1981
|
Fulcrum Asset Management
London,
United Kingdom
|
$167万
|
+$163万
|
4
|
0.17%
|
新規
|
|
|
1982
|
Peddock Capital Advisors
Braintree,
Massachusetts
|
$167万
|
-$10.3万
|
2
|
0.33%
|
減少
|
|
|
1983
|
Dumont & Blake Investment Advisors
Princeton,
New Jersey
|
$166万
|
-$10万
|
2
|
0.37%
|
減少
|
|
|
1984
|
FORA Capital
Miami,
Florida
|
$165万
|
-$470万
|
1
|
0.11%
|
減少
|
|
|
1985
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$164万
|
-$65.9万
|
2
|
0.06%
|
減少
|
|
|
1986
|
Founders Financial Securities
Towson,
Maryland
|
$164万
|
-$78.4万
|
3
|
0.08%
|
減少
|
|
|
1987
|
Elevatus Welath Management
Victor,
New York
|
$163万
|
+$119万
|
1
|
0.4%
|
買い増し
|
|
|
1988
|
Fire Capital Management
San Francisco,
California
|
$163万
|
-$2,189
|
3
|
0.66%
|
減少
|
|
|
1989
|
TritonPoint Partners
Chevy Chase,
Maryland
|
$163万
|
+$35.1万
|
4
|
0.14%
|
買い増し
|
|
|
1990
|
Axiom Investment Management
New York
|
$162万
|
-$151万
|
6
|
1.09%
|
減少
|
|
|
1991
|
Round Rock Advisors
Wilton,
Connecticut
|
$161万
|
-$100万
|
3
|
0.21%
|
減少
|
|
|
1992
|
Wilson & Boucher Capital Management
Moraga,
California
|
$161万
|
-$446
|
2
|
0.95%
|
減少
|
|
|
1993
|
VisionPoint Advisory Group
Dallas,
Texas
|
$161万
|
-$52.1万
|
2
|
0.26%
|
減少
|
|
|
1994
|
United Asset Strategies
Garden City,
New York
|
$161万
|
+$30.4万
|
3
|
0.11%
|
買い増し
|
|
|
1995
|
Evexia Wealth
Stevens Point,
Wisconsin
|
$161万
|
+$1.19万
|
2
|
0.44%
|
買い増し
|
|
|
1996
|
Basecamp Wealth Advisors
Bellevue,
Washington
|
$160万
|
-$17万
|
8
|
0.3%
|
減少
|
|
|
1997
|
SHP Wealth Management
Plymouth,
Massachusetts
|
$160万
|
+$7,328
|
9
|
0.11%
|
買い増し
|
|
|
1998
|
Vertrix Wealth Management
Troy,
Michigan
|
$160万
|
-$108万
|
1
|
0.54%
|
減少
|
|
|
1999
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$160万
|
+$3.43万
|
3
|
0.65%
|
買い増し
|
|
|
2000
|
Permanent Capital Management
Chicago,
Illinois
|
$159万
|
+$105万
|
4
|
0.21%
|
買い増し
|
|
