|
1976
|
Williams Jones Wealth Management
New York
|
US$219만
|
+US$44.8만
|
2
|
0.02%
|
증가
|
|
|
1977
|
Duncan Williams Asset Management
Memphis,
Tennessee
|
US$219만
|
+US$14만
|
1
|
0.49%
|
증가
|
|
|
1978
|
Counterpoint Mutual Funds
San Diego,
California
|
US$219만
|
-US$29.4만
|
2
|
0.22%
|
축소
|
|
|
1979
|
Ariadne Wealth Management
Santa Barbara,
California
|
US$218만
|
+US$7.28만
|
2
|
0.97%
|
증가
|
|
|
1980
|
Bingham Private Wealth
San Francisco,
California
|
US$218만
|
+US$3.41만
|
1
|
1.5%
|
증가
|
|
|
1981
|
New Republic Capital
Charlotte,
North Carolina
|
US$218만
|
-US$2.88만
|
1
|
0.5%
|
축소
|
|
|
1982
|
Abel Hall LLC
Baton Rouge,
Louisiana
|
US$218만
|
+US$47만
|
4
|
0.38%
|
증가
|
|
|
1983
|
Bull Harbor Capital
Bethesda,
Maryland
|
US$218만
|
+US$27.6만
|
3
|
0.43%
|
증가
|
|
|
1984
|
Whalerock Point Partners
Providence,
Rhode Island
|
US$217만
|
+US$8.12천
|
1
|
0.37%
|
증가
|
|
|
1985
|
O'Neil Global Advisors
Los Angeles,
California
|
US$217만
|
+US$179만
|
1
|
0.49%
|
신규
|
|
|
1986
|
SmartHarvest Portfolios
Poulsbo,
Washington
|
US$217만
|
+US$62.4만
|
3
|
0.7%
|
증가
|
|
|
1987
|
Elyxium Wealth
San Mateo,
California
|
US$217만
|
-US$4.06만
|
1
|
0.23%
|
축소
|
|
|
1988
|
Endowment Wealth Management
Appleton,
Wisconsin
|
US$216만
|
+US$4.34만
|
1
|
0.84%
|
증가
|
|
|
1989
|
Ironwood Investment Management
Boston,
Massachusetts
|
US$215만
|
+US$849
|
1
|
0.74%
|
증가
|
|
|
1990
|
Advisor Resource Council
Dallas,
Texas
|
US$215만
|
-US$1.26만
|
1
|
0.61%
|
축소
|
|
|
1991
|
Absolute Gestao de Investimentos
Sao Paulo,
Brazil
|
US$215만
|
-US$677만
|
1
|
0.22%
|
축소
|
|
|
1992
|
Monetary Management Group
St Louis,
Missouri
|
US$215만
|
+US$4.06만
|
1
|
0.44%
|
증가
|
|
|
1993
|
Creative Financial Designs
Kokomo,
Indiana
|
US$214만
|
+US$8.89만
|
4
|
0.1%
|
증가
|
|
|
1994
|
Lodestone Wealth Management
Spokane,
Washington
|
US$214만
|
-US$26.9만
|
2
|
0.76%
|
축소
|
|
|
1995
|
Sherman Asset Management
Ventura,
California
|
US$214만
|
-US$406
|
1
|
1.66%
|
축소
|
|
|
1996
|
Bank of Stockton
Stockton,
California
|
US$214만
|
+US$40.3만
|
1
|
0.6%
|
증가
|
|
|
1997
|
Collaborative Fund Advisors
Reno,
Nevada
|
US$213만
|
-US$77.9만
|
2
|
1.24%
|
축소
|
|
|
1998
|
Williams & Novak
Westlake Village,
California
|
US$212만
|
+US$9.29만
|
2
|
1.41%
|
증가
|
|
|
1999
|
Professional Financial Advisors
North Platte,
Nebraska
|
US$212만
|
+US$150만
|
1
|
0.37%
|
증가
|
|
|
2000
|
Illumine Investment Management
Poulsbo,
Washington
|
US$212만
|
-US$193만
|
0
|
–
|
청산됨
|
|
