|
1976
|
Telos Capital Management
San Diego,
California
|
$487万
|
-$15.2万
|
4
|
2.97%
|
減少
|
|
|
1977
|
Lincoln Capital
Lincoln,
Nebraska
|
$487万
|
+$494万
|
3
|
4.22%
|
新規
|
|
|
1978
|
Pergamon Offshore Advisors
New York
|
$486万
|
+$480万
|
4
|
4.55%
|
新規
|
|
|
1979
|
Sunflower Bank Wealth Management
Scottsdale,
Arizona
|
$486万
|
+$21.5万
|
3
|
1.55%
|
買い増し
|
|
|
1980
|
Wheatland Advisors
Lancaster,
Pennsylvania
|
$483万
|
+$141
|
3
|
4.7%
|
買い増し
|
|
|
1981
|
Renaissance Investment Group
Lenox,
Massachusetts
|
$482万
|
-$8.14万
|
3
|
2.27%
|
減少
|
|
|
1982
|
Hanseatic Management Services
Albuquerque,
New Mexico
|
$481万
|
-$557万
|
3
|
2.47%
|
減少
|
|
|
1983
|
Sequoia Financial Advisors
Akron,
Ohio
|
$478万
|
+$42.4万
|
5
|
3.27%
|
買い増し
|
|
|
1984
|
Harvey Partners
Tarrytown,
New York
|
$478万
|
+$484万
|
1
|
1.56%
|
新規
|
|
|
1985
|
Sentinel Trust
Houston,
Texas
|
$477万
|
-$405万
|
4
|
1.35%
|
減少
|
|
|
1986
|
Redmond Asset Management
Henrico,
Virginia
|
$476万
|
-$177万
|
3
|
2.37%
|
減少
|
|
|
1987
|
Fort Point Capital Partners
San Francisco,
California
|
$476万
|
+$147万
|
3
|
3.53%
|
買い増し
|
|
|
1988
|
Braver Wealth Management
Needham,
Massachusetts
|
$476万
|
+$178万
|
2
|
0.97%
|
買い増し
|
|
|
1989
|
Stockman Wealth Management
Billings,
Montana
|
$475万
|
+$483万
|
2
|
4.06%
|
新規
|
|
|
1990
|
Birmingham Capital Management
Birmingham,
Alabama
|
$475万
|
+$12.1万
|
1
|
1.83%
|
買い増し
|
|
|
1991
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$474万
|
-$31.3万
|
2
|
1.59%
|
減少
|
|
|
1992
|
Credential Securities
Vancouver,
|
$474万
|
+$5.1万
|
4
|
3.07%
|
買い増し
|
|
|
1993
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$472万
|
+$7.26万
|
2
|
3.08%
|
買い増し
|
|
|
1994
|
Outfitter Advisors
Mclean,
Virginia
|
$472万
|
+$32.8万
|
3
|
1.8%
|
買い増し
|
|
|
1995
|
ICM Asset Management
Spokane,
Washington
|
$471万
|
+$57万
|
2
|
4.81%
|
買い増し
|
|
|
1996
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$471万
|
-$720万
|
8
|
3.01%
|
減少
|
|
|
1997
|
Mader & Shannon Wealth Management
Kansas City,
Missouri
|
$471万
|
-$278万
|
1
|
3.17%
|
減少
|
|
|
1998
|
Monroe Bank & Trust
Monroe,
Michigan
|
$471万
|
+$36万
|
5
|
1.59%
|
買い増し
|
|
|
1999
|
Legacy Capital Partners
Milwaukee,
Wisconsin
|
$470万
|
-$49.3万
|
4
|
3.01%
|
減少
|
|
|
2000
|
Pinnacle Holdings
Tulsa,
Oklahoma
|
$470万
|
-$16.6万
|
3
|
1.55%
|
減少
|
|
