|
1976
|
Harbour Investment Management
Edmonds,
Washington
|
$512万
|
+$84.2万
|
2
|
4.12%
|
買い増し
|
|
|
1977
|
Carnick & Kubik
Colorado Springs,
Colorado
|
$511万
|
+$70.8万
|
5
|
3.58%
|
買い増し
|
|
|
1978
|
Freedom Investment Management
Hartford,
Connecticut
|
$509万
|
+$2778万
|
5
|
0.52%
|
買い増し
|
|
|
1979
|
Neuberger Berman Canada
Toronto,
Ontario, Canada
|
$509万
|
-$15.7万
|
4
|
2.23%
|
減少
|
|
|
1980
|
Arete Wealth Advisors
Chicago,
Illinois
|
$508万
|
-$237万
|
4
|
3.97%
|
減少
|
|
|
1981
|
American Money Management
Rancho Santa Fe,
California
|
$508万
|
-$28万
|
2
|
4.8%
|
減少
|
|
|
1982
|
DSC Advisors
Chicago,
Illinois
|
$507万
|
+$11.4万
|
5
|
2.46%
|
買い増し
|
|
|
1983
|
WFG Advisors
Dallas,
Texas
|
$506万
|
-$56.4万
|
10
|
1.58%
|
減少
|
|
|
1984
|
Bonness Enterprises
Washington,
District of Columbia
|
$505万
|
$0
|
2
|
4.82%
|
維持
|
|
|
1985
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$504万
|
-$11.1万
|
8
|
4.07%
|
減少
|
|
|
1986
|
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
|
$504万
|
-$2.81万
|
8
|
1.03%
|
減少
|
|
|
1987
|
Waterstone Capital Management
St. Louis Park,
Minnesota
|
$504万
|
-$123万
|
1
|
3.83%
|
減少
|
|
|
1988
|
Arcadia Investment Management
Kalamazoo,
Michigan
|
$503万
|
-$402万
|
2
|
1.54%
|
減少
|
|
|
1989
|
Menta Capital
San Francisco,
California
|
$502万
|
+$248万
|
4
|
0.79%
|
買い増し
|
|
|
1990
|
Gardner Russo & Quinn
Lancaster,
Pennsylvania
|
$502万
|
-$54.3万
|
4
|
0.05%
|
減少
|
|
|
1991
|
First Merchants Corp
Muncie,
Indiana
|
$500万
|
-$17.3万
|
3
|
1.79%
|
減少
|
|
|
1992
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$498万
|
-$18万
|
5
|
2.1%
|
減少
|
|
|
1993
|
Bath Savings Trust
Bath,
Maine
|
$498万
|
-$35.4万
|
3
|
1.76%
|
減少
|
|
|
1994
|
Stockman Wealth Management
Billings,
Montana
|
$497万
|
+$47.9万
|
2
|
4.29%
|
買い増し
|
|
|
1995
|
Outfitter Advisors
Mclean,
Virginia
|
$496万
|
+$5.69万
|
4
|
2.15%
|
買い増し
|
|
|
1996
|
Excalibur Management
Waltham,
Massachusetts
|
$495万
|
-$19.5万
|
2
|
4.95%
|
減少
|
|
|
1997
|
Bessemer Securities
New York
|
$494万
|
$0
|
2
|
1.9%
|
維持
|
|
|
1998
|
Trust Company of Oklahoma
Tulsa,
Oklahoma
|
$494万
|
-$6.97万
|
4
|
2.86%
|
減少
|
|
|
1999
|
EFG Asset Management (Americas)
Miami,
Florida
|
$493万
|
+$221万
|
2
|
3.07%
|
買い増し
|
|
|
2000
|
|
$492万
|
$0
|
3
|
1.75%
|
維持
|
|