|
1976
|
Shikiar Asset Management
New York
|
$736万
|
+$18.2万
|
1
|
3.57%
|
買い増し
|
|
|
1977
|
Bonness Enterprises
Washington,
District of Columbia
|
$735万
|
+$166万
|
3
|
6.61%
|
買い増し
|
|
|
1978
|
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
|
$735万
|
-$18.1万
|
11
|
3.16%
|
減少
|
|
|
1979
|
Family Capital Trust
Peabody,
Massachusetts
|
$734万
|
+$18.5万
|
3
|
4.01%
|
買い増し
|
|
|
1980
|
Bell Bank
Fargo,
North Dakota
|
$734万
|
+$482万
|
7
|
5.26%
|
買い増し
|
|
|
1981
|
Savant Capital
Rockford,
Illinois
|
$734万
|
-$37.8万
|
5
|
2.29%
|
減少
|
|
|
1982
|
Genesee Valley Trust
Pittsford,
New York
|
$733万
|
+$14.7万
|
5
|
4.82%
|
買い増し
|
|
|
1983
|
Venturi Wealth Management
Austin,
Texas
|
$732万
|
+$700万
|
3
|
3.33%
|
新規
|
|
|
1984
|
Rex Capital Advisors
Providence,
Rhode Island
|
$732万
|
+$24.3万
|
2
|
7.63%
|
買い増し
|
|
|
1985
|
Cadinha & Co
Honolulu,
Hawaii
|
$730万
|
+$31.7万
|
4
|
1.73%
|
買い増し
|
|
|
1986
|
Lipe & Dalton
Syracuse,
New York
|
$730万
|
+$9.21万
|
4
|
5.91%
|
買い増し
|
|
|
1987
|
Legacy Private Trust
Neenah,
Wisconsin
|
$729万
|
+$126万
|
4
|
1.11%
|
買い増し
|
|
|
1988
|
Lingohr Asset Management
Duesseldorf,
Germany
|
$727万
|
+$42.3万
|
2
|
3.66%
|
買い増し
|
|
|
1989
|
Azzad Asset Management
Falls Church,
Virginia
|
$726万
|
-$88.2万
|
6
|
3.48%
|
減少
|
|
|
1990
|
First Financial Corp
Terre Haute,
Indiana
|
$721万
|
+$6.17万
|
8
|
3.81%
|
買い増し
|
|
|
1991
|
Wealth Architects
Mountain View,
California
|
$721万
|
+$68.3万
|
9
|
3.56%
|
買い増し
|
|
|
1992
|
Raab & Moskowitz Asset Management
Chatham,
New Jersey
|
$720万
|
+$142万
|
6
|
4.29%
|
買い増し
|
|
|
1993
|
LaSalle Street Capital Management
Chicago,
Illinois
|
$718万
|
+$54.5万
|
5
|
7.13%
|
買い増し
|
|
|
1994
|
RPG Investment Advisory
Pleasanton,
California
|
$718万
|
+$709万
|
5
|
2.69%
|
新規
|
|
|
1995
|
Steel Grove Capital Advisors
Memphis,
Tennessee
|
$716万
|
-$53.9万
|
3
|
1.77%
|
減少
|
|
|
1996
|
WFG Advisors
Dallas,
Texas
|
$716万
|
+$94.3万
|
13
|
2.14%
|
買い増し
|
|
|
1997
|
Triangle Securities Wealth Management
Raleigh,
North Carolina
|
$716万
|
+$340万
|
4
|
4.79%
|
買い増し
|
|
|
1998
|
Amarillo National Bank
Amarillo,
Texas
|
$714万
|
-$255万
|
5
|
5.05%
|
減少
|
|
|
1999
|
Bison Wealth
Atlanta,
Georgia
|
$711万
|
+$59.4万
|
7
|
4.06%
|
買い増し
|
|
|
2000
|
Sapphire Star Partners
Redmond,
Washington
|
$710万
|
+$673万
|
2
|
9.41%
|
新規
|
|