|
1976
|
Sonoma Private Wealth
Sonoma,
California
|
$30.2万
|
+$1.87万
|
1
|
0.53%
|
買い増し
|
|
|
1977
|
Gryphon Financial Partners
Columbus,
Ohio
|
$30.2万
|
+$3.83万
|
1
|
0.07%
|
買い増し
|
|
|
1978
|
Paulson Wealth Management
Wheaton,
Illinois
|
$30.2万
|
-$1,162
|
1
|
0.1%
|
減少
|
|
|
1979
|
Provence Wealth Management Group
Irvine,
California
|
$30.1万
|
+$1.83万
|
1
|
0.18%
|
買い増し
|
|
|
1980
|
Affinity Capital Advisors
Berkeley,
California
|
$30万
|
-$1.06万
|
1
|
0.08%
|
減少
|
|
|
1981
|
Five Oceans Advisors
Santa Monica,
California
|
$30万
|
+$4.45万
|
1
|
0.19%
|
買い増し
|
|
|
1982
|
Brand Asset Management Group
Chesterfield,
Missouri
|
$30万
|
$0
|
1
|
0.14%
|
維持
|
|
|
1983
|
Atticus Wealth Management
Palm Beach Gardens,
Florida
|
$29.9万
|
-$1.12万
|
1
|
0.11%
|
減少
|
|
|
1984
|
Relyea Zuckerberg Hanson
Stamford,
Connecticut
|
$29.7万
|
-$10.4万
|
1
|
0.07%
|
減少
|
|
|
1985
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$29.7万
|
+$1.94万
|
1
|
0.03%
|
買い増し
|
|
|
1986
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$29.7万
|
-$2.44万
|
1
|
0.13%
|
減少
|
|
|
1987
|
Lokken Investment Group
Lewes,
Delaware
|
$29.6万
|
-$1.91万
|
1
|
0.19%
|
減少
|
|
|
1988
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$29.6万
|
$0
|
1
|
0.07%
|
維持
|
|
|
1989
|
One River Asset Management
Stamford,
Connecticut
|
$29.5万
|
-$25.9万
|
1
|
0.03%
|
減少
|
|
|
1990
|
L.M. Kohn & Company
Cincinnati,
Ohio
|
$29.4万
|
+$8.3万
|
1
|
0.11%
|
買い増し
|
|
|
1991
|
Sterling Financial Planning
Sparta,
New Jersey
|
$29.2万
|
+$387
|
1
|
0.14%
|
買い増し
|
|
|
1992
|
Tiemann Investment Advisors
Menlo Park,
California
|
$29.1万
|
-$4.61万
|
1
|
0.15%
|
減少
|
|
|
1993
|
Hemington Wealth Management
Falls Church,
Virginia
|
$29.1万
|
-$3.65万
|
1
|
0.12%
|
減少
|
|
|
1994
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$29万
|
+$27.8万
|
1
|
0.04%
|
買い増し
|
|
|
1995
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
$29万
|
+$4.9万
|
1
|
0.1%
|
買い増し
|
|
|
1996
|
Revisor Wealth Management
Akron,
Ohio
|
$29万
|
+$6,840
|
1
|
0.26%
|
買い増し
|
|
|
1997
|
Financial Management Network
Mission Viejo,
California
|
$29万
|
-$1.69万
|
1
|
0.1%
|
減少
|
|
|
1998
|
|
$28.9万
|
$0
|
1
|
0.08%
|
維持
|
|
|
1999
|
Catalyst Capital Advisors
Huntington,
New York
|
$28.9万
|
$0
|
1
|
0.01%
|
維持
|
|
|
2000
|
Family Management
New York
|
$28.8万
|
$0
|
1
|
0.06%
|
維持
|
|
