|
1976
|
Third View Private Wealth
Westport,
Connecticut
|
$133万
|
-$43.3万
|
3
|
0.16%
|
減少
|
|
|
1977
|
Investors Research Corp
Atlanta,
Georgia
|
$133万
|
-$3.38万
|
4
|
0.24%
|
減少
|
|
|
1978
|
NorthStar Asset Management (Pennsylvania)
Blue Bell,
Pennsylvania
|
$133万
|
+$18.9万
|
3
|
0.25%
|
買い増し
|
|
|
1979
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$133万
|
+$47.2万
|
3
|
0.02%
|
買い増し
|
|
|
1980
|
Essential Partners
Rancho Santa Fe,
California
|
$132万
|
-$3.66万
|
32
|
0.61%
|
減少
|
|
|
1981
|
|
$132万
|
$0
|
1
|
0.05%
|
維持
|
|
|
1982
|
Kings Path Partners
Sugar Land,
Texas
|
$132万
|
+$14万
|
4
|
0.35%
|
買い増し
|
|
|
1983
|
Buckley Wealth Management
Las Vegas,
Nevada
|
$132万
|
-$10.9万
|
1
|
0.33%
|
減少
|
|
|
1984
|
Kingdom Financial Group
Peoria,
Arizona
|
$132万
|
+$11.4万
|
8
|
0.34%
|
買い増し
|
|
|
1985
|
Roberts, Glore & Co
Deerfield,
Illinois
|
$132万
|
+$16.1万
|
2
|
0.33%
|
買い増し
|
|
|
1986
|
High Note Wealth
Deephaven,
Minnesota
|
$132万
|
-$16.9万
|
16
|
0.22%
|
減少
|
|
|
1987
|
Bar Harbor Wealth Management
Concord,
New Hampshire
|
$132万
|
-$62.4万
|
2
|
0.07%
|
減少
|
|
|
1988
|
Stoneridge Investment Partners
Radnor,
Pennsylvania
|
$131万
|
-$43.8万
|
3
|
0.86%
|
減少
|
|
|
1989
|
Kingswood Wealth Advisors
San Diego,
California
|
$131万
|
+$69.5万
|
3
|
0.05%
|
買い増し
|
|
|
1990
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$131万
|
-$5.96万
|
2
|
0.05%
|
減少
|
|
|
1991
|
Exit Wealth Advisors
Atlanta,
Georgia
|
$131万
|
-$25.6万
|
2
|
0.59%
|
減少
|
|
|
1992
|
Picton Mahoney Asset Management
Toronto,
Ontario, Canada
|
$130万
|
-$314万
|
5
|
0.01%
|
減少
|
|
|
1993
|
Edgewood Management
Greenwich,
Connecticut
|
$130万
|
$0
|
1
|
0.01%
|
維持
|
|
|
1994
|
Tufton Capital Management
Hunt Valley,
Maryland
|
$130万
|
-$6.73万
|
1
|
0.22%
|
減少
|
|
|
1995
|
Revisor Wealth Management
Akron,
Ohio
|
$130万
|
+$5.56万
|
3
|
0.31%
|
買い増し
|
|
|
1996
|
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
|
$130万
|
-$1.87万
|
1
|
0.07%
|
減少
|
|
|
1997
|
D.B. Root & Company
Pittsburgh,
Pennsylvania
|
$129万
|
+$20.7万
|
2
|
0.27%
|
買い増し
|
|
|
1998
|
Bragg Financial Advisors
Charlotte,
North Carolina
|
$129万
|
-$3.92万
|
2
|
0.03%
|
減少
|
|
|
1999
|
Legacy Edge Advisors
Syosset,
New York
|
$129万
|
+$5.88万
|
2
|
0.12%
|
買い増し
|
|
|
2000
|
Goelzer Investment Management
Carmel,
Indiana
|
$128万
|
-$14.9万
|
2
|
0.06%
|
減少
|
|
