|
1951
|
Midas Management
New York
|
$523万
|
-$3,376
|
3
|
2.81%
|
減少
|
|
|
1952
|
Lipe & Dalton
Syracuse,
New York
|
$523万
|
-$10.3万
|
3
|
3.75%
|
減少
|
|
|
1953
|
Credential Securities
Vancouver,
|
$522万
|
+$34.7万
|
4
|
3.29%
|
買い増し
|
|
|
1954
|
|
$520万
|
+$536万
|
1
|
5.68%
|
新規
|
|
|
1955
|
Searle & Co
Greenwich,
Connecticut
|
$519万
|
-$3.92万
|
4
|
4.33%
|
減少
|
|
|
1956
|
Bath Savings Trust
Bath,
Maine
|
$518万
|
-$41.2万
|
4
|
1.77%
|
減少
|
|
|
1957
|
Prince Street Capital Management
New York
|
$516万
|
-$938万
|
1
|
1.85%
|
減少
|
|
|
1958
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$516万
|
+$5,070
|
8
|
3.84%
|
買い増し
|
|
|
1959
|
Capital Insight Partners
Scottsdale,
Arizona
|
$514万
|
+$542万
|
2
|
4.34%
|
新規
|
|
|
1960
|
Kelleher Financial Advisors
New York
|
$509万
|
+$1.57万
|
3
|
2.91%
|
買い増し
|
|
|
1961
|
Prelude Capital Management
New York
|
$508万
|
-$653万
|
6
|
0.71%
|
減少
|
|
|
1962
|
Somerset Trust
Somerset,
Pennsylvania
|
$508万
|
+$3.27万
|
3
|
3.33%
|
買い増し
|
|
|
1963
|
Oakwood Capital Management
Los Angeles,
California
|
$506万
|
+$37.4万
|
2
|
1.32%
|
買い増し
|
|
|
1964
|
Freedom Investment Management
Hartford,
Connecticut
|
$506万
|
+$92.4万
|
5
|
0.52%
|
買い増し
|
|
|
1965
|
Bruderman Asset Management
Locust Valley,
New York
|
$504万
|
+$19.4万
|
6
|
1.93%
|
買い増し
|
|
|
1966
|
Catapult Capital Management
New York
|
$504万
|
-$37.9万
|
2
|
0.72%
|
減少
|
|
|
1967
|
White Pine Capital
Bloomington,
Minnesota
|
$504万
|
-$84.2万
|
4
|
2.16%
|
減少
|
|
|
1968
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$504万
|
-$3.01万
|
2
|
3.02%
|
減少
|
|
|
1969
|
American Money Management
Rancho Santa Fe,
California
|
$502万
|
+$12万
|
3
|
4.24%
|
買い増し
|
|
|
1970
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$500万
|
-$12.2万
|
9
|
1.8%
|
減少
|
|
|
1971
|
Adams Asset Advisors
Dallas,
Texas
|
$500万
|
+$167万
|
3
|
0.93%
|
買い増し
|
|
|
1972
|
Small Cap Value Fund
Dallas,
Texas
|
$500万
|
+$519万
|
3
|
0.93%
|
新規
|
|
|
1973
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$499万
|
+$121万
|
4
|
1.7%
|
買い増し
|
|
|
1974
|
Origin Asset Management
London,
United Kingdom
|
$498万
|
$0
|
1
|
0.36%
|
維持
|
|
|
1975
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$497万
|
+$30.4万
|
9
|
3.55%
|
買い増し
|
|
