|
1976
|
Mangrove Partners
Greenwich,
Connecticut
|
$98.1万
|
+$86.6万
|
2
|
0.06%
|
買い増し
|
|
|
1977
|
Central Pacific Bank - Trust Division
Honolulu,
Hawaii
|
$98万
|
-$138万
|
4
|
0.1%
|
減少
|
|
|
1978
|
Chokshi & Queen Wealth Advisors
San Diego,
California
|
$97.7万
|
+$47万
|
1
|
0.45%
|
買い増し
|
|
|
1979
|
Proactive Wealth Strategies
Marietta,
Georgia
|
$97.5万
|
+$3.14万
|
1
|
0.16%
|
買い増し
|
|
|
1980
|
NBC Securities
Birmingham,
Alabama
|
$97.2万
|
+$5,813
|
7
|
0.07%
|
買い増し
|
|
|
1981
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$97.1万
|
+$41.9万
|
1
|
0.08%
|
買い増し
|
|
|
1982
|
Resurgent Financial Advisors
Atlanta,
Georgia
|
$97万
|
+$76.1万
|
1
|
0.27%
|
買い増し
|
|
|
1983
|
Balentine LLC
Atlanta,
Georgia
|
$96.9万
|
+$65.7万
|
3
|
0.03%
|
買い増し
|
|
|
1984
|
Nantahala Capital Management
New Canaan,
Connecticut
|
$96.9万
|
$0
|
1
|
0.03%
|
維持
|
|
|
1985
|
Zhang Financial
Portage,
Michigan
|
$96.7万
|
-$13.8万
|
1
|
0.03%
|
減少
|
|
|
1986
|
Diversified Enterprises
Wilmington,
Delaware
|
$96.7万
|
+$5,078
|
2
|
0.05%
|
買い増し
|
|
|
1987
|
Investment Partners
New Philadelphia,
Ohio
|
$96.7万
|
+$5.87万
|
1
|
0.3%
|
買い増し
|
|
|
1988
|
CRA Financial Services
Northfield,
New Jersey
|
$96.5万
|
+$1.15万
|
1
|
0.11%
|
買い増し
|
|
|
1989
|
Split Creek Capital LLC
Charlottesville,
Virginia
|
$96.4万
|
+$46.9万
|
2
|
0.89%
|
買い増し
|
|
|
1990
|
Founders Financial Alliance
Raleigh,
North Carolina
|
$95.7万
|
+$14.8万
|
2
|
0.13%
|
買い増し
|
|
|
1991
|
Anchyra Partners
Atlanta,
Georgia
|
$95.6万
|
-$3,469
|
2
|
0.23%
|
減少
|
|
|
1992
|
GQG Partners
Ft. Lauderdale,
Florida
|
$95.4万
|
-$7,239
|
1
|
0%
|
減少
|
|
|
1993
|
Dudley Capital Management
Middleburg,
Virginia
|
$95.1万
|
+$4,112
|
2
|
0.38%
|
買い増し
|
|
|
1994
|
Sectoral Asset Management
Montreal,
Quebec, Canada
|
$95.1万
|
+$4,506
|
2
|
0.66%
|
買い増し
|
|
|
1995
|
CVA Family Office
Denver,
Colorado
|
$94.8万
|
+$17.6万
|
6
|
0.09%
|
買い増し
|
|
|
1996
|
Claret Asset Management
Montreal,
Quebec, Canada
|
$94.7万
|
+$26.1万
|
3
|
0.1%
|
買い増し
|
|
|
1997
|
Berger Financial Group
Plymouth,
Minnesota
|
$94.4万
|
+$1.85万
|
2
|
0.05%
|
買い増し
|
|
|
1998
|
West Family Investments
Carlsbad,
California
|
$94.2万
|
-$20.8万
|
2
|
0.27%
|
減少
|
|
|
1999
|
Corient IA
Miami,
Florida
|
$94.2万
|
$0
|
1
|
0.87%
|
維持
|
|
|
2000
|
Annis Gardner Whiting Capital Advisors
Tampa,
Florida
|
$94.1万
|
+$1.85万
|
2
|
0.14%
|
買い増し
|
|
