|
1976
|
Consolidated Investment Group
Englewood,
Colorado
|
US$483만
|
US$0
|
1
|
2.31%
|
유지됨
|
|
|
1977
|
|
US$481만
|
+US$288만
|
5
|
1.25%
|
증가
|
|
|
1978
|
CMT Asset Management
Chicago,
Illinois
|
US$481만
|
+US$457만
|
5
|
0.35%
|
증가
|
|
|
1979
|
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
|
US$481만
|
+US$491만
|
9
|
2.01%
|
신규
|
|
|
1980
|
Lincoln Capital
Lincoln,
Nebraska
|
US$480만
|
+US$12.9만
|
3
|
4.11%
|
증가
|
|
|
1981
|
Oakwood Capital Management
Los Angeles,
California
|
US$479만
|
+US$8.6천
|
1
|
1.31%
|
증가
|
|
|
1982
|
Avalon Capital Management
Port Of Redwood City,
California
|
US$479만
|
+US$150만
|
1
|
3.87%
|
증가
|
|
|
1983
|
Kelleher Financial Advisors
New York
|
US$479만
|
-US$5.45만
|
3
|
2.65%
|
축소
|
|
|
1984
|
Ballentine Partners
Waltham,
Massachusetts
|
US$478만
|
+US$32.6만
|
6
|
0.47%
|
증가
|
|
|
1985
|
Mastrapasqua Asset Management
Nashville,
Tennessee
|
US$478만
|
-US$1921만
|
4
|
9.43%
|
축소
|
|
|
1986
|
WFG Advisors
Dallas,
Texas
|
US$478만
|
-US$138만
|
10
|
1.33%
|
축소
|
|
|
1987
|
Birmingham Capital Management
Birmingham,
Alabama
|
US$478만
|
+US$2.38만
|
1
|
1.81%
|
증가
|
|
|
1988
|
Fort Point Capital Partners
San Francisco,
California
|
US$477만
|
+US$28만
|
3
|
3.14%
|
증가
|
|
|
1989
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
US$477만
|
+US$219만
|
6
|
1.53%
|
증가
|
|
|
1990
|
Holderness Investments Company
Greensboro,
North Carolina
|
US$477만
|
-US$29.4만
|
3
|
4.84%
|
축소
|
|
|
1991
|
Horizon Investment Services
Hammond,
Indiana
|
US$474만
|
+US$25만
|
1
|
1.97%
|
증가
|
|
|
1992
|
American Money Management
Rancho Santa Fe,
California
|
US$474만
|
-US$12.2만
|
3
|
4.14%
|
축소
|
|
|
1993
|
Northeast Financial Consultants
Westport,
Connecticut
|
US$472만
|
+US$44.2만
|
3
|
2.15%
|
증가
|
|
|
1994
|
|
US$472만
|
-US$5.93만
|
2
|
1.93%
|
축소
|
|
|
1995
|
Longer Investments
Fayetteville,
Arkansas
|
US$470만
|
-US$18만
|
3
|
3.59%
|
축소
|
|
|
1996
|
Bruderman Asset Management
Locust Valley,
New York
|
US$469만
|
+US$479만
|
6
|
1.83%
|
신규
|
|
|
1997
|
Regal Investment Advisors
Kentwood,
Michigan
|
US$468만
|
-US$108만
|
9
|
1.16%
|
축소
|
|
|
1998
|
Allen Operations
New York
|
US$468만
|
US$0
|
1
|
4.76%
|
유지됨
|
|
|
1999
|
Fieldpoint Private Advisors
New York
|
US$467만
|
-US$185만
|
1
|
2.85%
|
축소
|
|
|
2000
|
Outfitter Advisors
Mclean,
Virginia
|
US$467만
|
-US$9.48만
|
3
|
1.77%
|
축소
|
|