|
1976
|
Partners Wealth Management
Carmel By The Sea,
California
|
US$64.8만
|
+US$5.55만
|
1
|
0.64%
|
증가
|
|
|
1977
|
Abound Financial
Granite Bay,
California
|
US$64.7만
|
+US$12.4만
|
13
|
0.26%
|
증가
|
|
|
1978
|
Patten & Patten
Chattanooga,
Tennessee
|
US$64.7만
|
-US$10.6만
|
1
|
0.03%
|
축소
|
|
|
1979
|
Kings Path Partners
Sugar Land,
Texas
|
US$64.7만
|
US$0
|
4
|
0.17%
|
유지됨
|
|
|
1980
|
Strategy Asset Managers
Pasadena,
California
|
US$64.6만
|
-US$2.47만
|
1
|
0.1%
|
축소
|
|
|
1981
|
Ashton Thomas Securities
Rochester,
New York
|
US$64.5만
|
-US$1.65만
|
2
|
0.1%
|
축소
|
|
|
1982
|
Hilltop Holdings
Dallas,
Texas
|
US$64.5만
|
-US$33.4만
|
2
|
0.05%
|
축소
|
|
|
1983
|
Winch Advisory Services
Appleton,
Wisconsin
|
US$64.5만
|
-US$1.17만
|
4
|
0.13%
|
축소
|
|
|
1984
|
Tikvah Management
Charlotte,
North Carolina
|
US$64.3만
|
US$0
|
1
|
0.2%
|
유지됨
|
|
|
1985
|
VarCov Co
Darien,
Connecticut
|
US$64.1만
|
-US$78.2만
|
2
|
0.24%
|
축소
|
|
|
1986
|
Byrne Asset Management
Kingston,
New Jersey
|
US$64만
|
-US$1.8만
|
3
|
0.35%
|
축소
|
|
|
1987
|
|
US$63.9만
|
-US$7.48만
|
1
|
0.08%
|
축소
|
|
|
1988
|
Westerkirk Capital
Victoria,
|
US$63.9만
|
US$0
|
1
|
0.06%
|
유지됨
|
|
|
1989
|
Argonautica Private Wealth Management
Wellesley,
Massachusetts
|
US$63.8만
|
US$0
|
1
|
0.16%
|
유지됨
|
|
|
1990
|
DeDora Capital
Napa,
California
|
US$63.8만
|
+US$30.2만
|
2
|
0.14%
|
증가
|
|
|
1991
|
Silicon Valley Capital Partners
San Jose,
California
|
US$63.7만
|
-US$3.59만
|
3
|
0.05%
|
축소
|
|
|
1992
|
KCM Investment Advisors
Greenbrae,
California
|
US$63.7만
|
+US$9.38만
|
2
|
0.02%
|
증가
|
|
|
1993
|
iSAM Funds (UK)
London,
United Kingdom
|
US$63.6만
|
+US$61.4만
|
2
|
0.45%
|
신규
|
|
|
1994
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
US$63.1만
|
-US$105만
|
1
|
0.04%
|
축소
|
|
|
1995
|
Wasatch Advisors
Salt Lake City,
Utah
|
US$63만
|
+US$98만
|
1
|
0%
|
신규
|
|
|
1996
|
Freedom Financial Partners
Oakdale,
Minnesota
|
US$62.7만
|
+US$2.41천
|
1
|
0.2%
|
증가
|
|
|
1997
|
Curi RMB Capital
Chicago,
Illinois
|
US$62.6만
|
+US$23.9만
|
2
|
0.01%
|
증가
|
|
|
1998
|
Turtle Creek Wealth Advisors
Dallas,
Texas
|
US$62.5만
|
-US$34.1만
|
2
|
0.03%
|
축소
|
|
|
1999
|
|
US$62.5만
|
US$0
|
3
|
0%
|
유지됨
|
|
|
2000
|
Resurgent Financial Advisors
Atlanta,
Georgia
|
US$62.4만
|
-US$7.09만
|
1
|
0.17%
|
축소
|
|
