|
1976
|
Kuhn & Co Investment Counsel
Chicago,
Illinois
|
$37万
|
+$3,845
|
+147
|
+1%
|
|
|
1977
|
Oakworth Capital
Birmingham,
Alabama
|
$37万
|
-$7.37万
|
-2,818
|
-15%
|
|
|
1978
|
Beacon Investment Advisors
Gaithersburg,
Maryland
|
$36.9万
|
-$6.32万
|
-2,415
|
-14%
|
|
|
1979
|
|
$36.9万
|
-$9,522
|
-364
|
-2%
|
|
|
1980
|
Prentiss Smith & Co
Brattleboro,
Vermont
|
$36.9万
|
–
|
–
|
–
|
|
|
1981
|
CIM Investment Management
Pittsburgh,
Pennsylvania
|
$36.8万
|
-$3.53万
|
-1,351
|
-8%
|
|
|
1982
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$36.8万
|
-$231万
|
-88,253
|
-85%
|
|
|
1983
|
Family Management
New York
|
$36.8万
|
-$4,159
|
-159
|
-1%
|
|
|
1984
|
Trexquant Investment
Stamford,
Connecticut
|
$36.8万
|
+$39.9万
|
+15,266
|
新規
|
|
|
1985
|
TCI Wealth Advisors
Tucson,
Arizona
|
$36.7万
|
+$2,564
|
+98
|
+0.6%
|
|
|
1986
|
KPP Advisory Services
Louisville,
Kentucky
|
$36.7万
|
-$6.19万
|
-2,368
|
-13%
|
|
|
1987
|
Groupe la Francaise
Paris,
France
|
$36.7万
|
-$5.42万
|
-2,073
|
-11%
|
|
|
1988
|
Sompo Asset Management
Tokyo,
Japan
|
$36.6万
|
-$9.39万
|
-3,590
|
-19%
|
|
|
1989
|
Flagship Wealth Advisors
Wakefield,
Massachusetts
|
$36.6万
|
-$1.63万
|
-625
|
-4%
|
|
|
1990
|
IMA Advisory Services
Denver,
Colorado
|
$36.5万
|
+$38.3万
|
+14,631
|
+2,675%
|
|
|
1991
|
Advocate Investing Services
Woodbine,
Maryland
|
$36.5万
|
+$78
|
+3
|
+0%
|
|
|
1992
|
Ames National Corp
Ames,
Iowa
|
$36.4万
|
-$2.39万
|
-915
|
-6%
|
|
|
1993
|
Sagewood Asset Management
New York
|
$36.4万
|
+$4,316
|
+165
|
+1%
|
|
|
1994
|
Regatta Research & Money Management
Metairie,
Louisiana
|
$36.4万
|
+$39.5万
|
+15,106
|
新規
|
|
|
1995
|
Victory Financial Group
Austin,
Texas
|
$36.2万
|
-$2.77万
|
-1,058
|
-7%
|
|
|
1996
|
NIA Impact Advisors
Berkeley,
California
|
$36.1万
|
+$3.99万
|
+1,526
|
+11%
|
|
|
1997
|
Westbourne Investment Advisors
Annapolis,
Maryland
|
$36.1万
|
-$17.8万
|
-6,800
|
-31%
|
|
|
1998
|
JTC Employer Solutions Trustee
St Helier,
Jersey
|
$36.1万
|
–
|
–
|
–
|
|
|
1999
|
Dutch Asset Corp
Selkirk,
New York
|
$36万
|
-$3.17万
|
-1,213
|
-8%
|
|
|
2000
|
Pitcairn Wealth Advisors
Conshohocken,
Pennsylvania
|
$35.9万
|
-$12.2万
|
-4,665
|
-24%
|
|
