|
1976
|
Brick & Kyle Associates
Newtown,
Pennsylvania
|
$740万
|
+$225万
|
9
|
6.06%
|
買い増し
|
|
|
1977
|
Exane Derivatives
Paris,
France
|
$738万
|
+$285万
|
10
|
1.22%
|
買い増し
|
|
|
1978
|
Hamilton Lane Advisors
Conshohocken,
Pennsylvania
|
$736万
|
+$126万
|
2
|
3.56%
|
買い増し
|
|
|
1979
|
Lumbard & Kellner
Hollis,
New Hampshire
|
$735万
|
-$333万
|
3
|
5.4%
|
減少
|
|
|
1980
|
Laurel Wealth Advisors (California)
Solana Beach,
California
|
$734万
|
+$43.7万
|
6
|
3.53%
|
買い増し
|
|
|
1981
|
Sapphire Star Partners
Redmond,
Washington
|
$731万
|
-$551万
|
2
|
9.35%
|
減少
|
|
|
1982
|
Garelick Capital Partners
Boston,
Massachusetts
|
$729万
|
+$219万
|
2
|
5.58%
|
買い増し
|
|
|
1983
|
Long Road Investment Counsel
Kalamazoo,
Michigan
|
$727万
|
-$24.7万
|
3
|
5.69%
|
減少
|
|
|
1984
|
SevenBridge Financial Group
Harrisburg,
Pennsylvania
|
$726万
|
-$7990万
|
9
|
5.08%
|
減少
|
|
|
1985
|
Lucas Capital Management
Red Bank,
New Jersey
|
$725万
|
-$78.5万
|
6
|
5.13%
|
減少
|
|
|
1986
|
Members Trust
Tampa,
Florida
|
$725万
|
+$718万
|
3
|
0.47%
|
新規
|
|
|
1987
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$720万
|
-$83.2万
|
5
|
1.57%
|
減少
|
|
|
1988
|
River Wealth Advisors
Camp Hill,
Pennsylvania
|
$714万
|
+$20.1万
|
6
|
4.1%
|
買い増し
|
|
|
1989
|
|
$711万
|
+$140万
|
1
|
3.86%
|
買い増し
|
|
|
1990
|
Dean Investment Associates
Beavercreek,
Ohio
|
$709万
|
-$7.26万
|
2
|
1.39%
|
減少
|
|
|
1991
|
BKS Advisors
Southfield,
Michigan
|
$709万
|
-$300万
|
5
|
3.65%
|
減少
|
|
|
1992
|
Cottage Street Advisors
Marion,
Massachusetts
|
$708万
|
+$47.6万
|
5
|
5.74%
|
買い増し
|
|
|
1993
|
LaSalle Street Capital Management
Chicago,
Illinois
|
$707万
|
$0
|
5
|
6.75%
|
維持
|
|
|
1994
|
IFC Holdings
Tampa,
Florida
|
$707万
|
+$26.4万
|
7
|
0.8%
|
買い増し
|
|
|
1995
|
CWA Asset Management Group
Naples,
Florida
|
$707万
|
+$592万
|
5
|
4.31%
|
買い増し
|
|
|
1996
|
Chase Investment Counsel
Charlottesville,
Virginia
|
$705万
|
-$21.9万
|
2
|
3.12%
|
減少
|
|
|
1997
|
Univest Financial
Souderton,
Pennsylvania
|
$705万
|
-$8.88万
|
4
|
3.22%
|
減少
|
|
|
1998
|
Azzad Asset Management
Falls Church,
Virginia
|
$701万
|
-$13.8万
|
5
|
2.99%
|
減少
|
|
|
1999
|
|
$700万
|
-$23.6万
|
5
|
2.35%
|
減少
|
|
|
2000
|
Vantage Wealth
Pasadena,
California
|
$700万
|
+$17万
|
1
|
4.45%
|
買い増し
|
|
