|
1976
|
CMH Wealth Management
Portsmouth,
New Hampshire
|
$1053万
|
-$81.3万
|
3
|
8.4%
|
減少
|
|
|
1977
|
River Wealth Advisors
Camp Hill,
Pennsylvania
|
$1053万
|
+$91.3万
|
8
|
4.9%
|
買い増し
|
|
|
1978
|
Hedeker Wealth
Lincolnshire,
Illinois
|
$1053万
|
-$18.8万
|
5
|
10.12%
|
減少
|
|
|
1979
|
Clearstead Trust
Portland,
Maine
|
$1049万
|
+$5.87万
|
5
|
8.28%
|
買い増し
|
|
|
1980
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$1049万
|
-$91.9万
|
6
|
2.96%
|
減少
|
|
|
1981
|
HighVista Strategies
Boston,
Massachusetts
|
$1049万
|
+$281万
|
6
|
2.39%
|
買い増し
|
|
|
1982
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$1049万
|
-$16万
|
10
|
3.87%
|
減少
|
|
|
1983
|
Mercer Capital Advisers
Little Silver,
New Jersey
|
$1047万
|
-$3.91万
|
6
|
7.84%
|
減少
|
|
|
1984
|
|
$1042万
|
+$42.3万
|
6
|
1.69%
|
買い増し
|
|
|
1985
|
WFG Advisors
Dallas,
Texas
|
$1040万
|
+$170万
|
14
|
2.35%
|
買い増し
|
|
|
1986
|
Archon Partners
Princeton Junction,
New Jersey
|
$1034万
|
$0
|
1
|
2.4%
|
維持
|
|
|
1987
|
Gabalex Capital Management
New York
|
$1034万
|
-$343万
|
1
|
3.35%
|
減少
|
|
|
1988
|
LeJeune Puetz Investment Counsel
Traverse City,
Michigan
|
$1032万
|
+$28.2万
|
7
|
7%
|
買い増し
|
|
|
1989
|
Boardman Bay Capital Management
New York
|
$1032万
|
-$1127万
|
4
|
10.42%
|
減少
|
|
|
1990
|
Stearns Financial Services Group
Greensboro,
North Carolina
|
$1030万
|
-$60.4万
|
6
|
2.49%
|
減少
|
|
|
1991
|
Ferris Capital
Marlborough,
Massachusetts
|
$1029万
|
+$1013万
|
12
|
4.83%
|
新規
|
|
|
1992
|
Perella Weinberg Partners Capital Management
New York
|
$1029万
|
+$549万
|
3
|
1.26%
|
買い増し
|
|
|
1993
|
SPQ Asia Capital
Hong Kong
|
$1029万
|
+$735万
|
1
|
19.82%
|
買い増し
|
|
|
1994
|
Mount Lucas Management
Newtown,
Pennsylvania
|
$1027万
|
+$29.6万
|
2
|
1.93%
|
買い増し
|
|
|
1995
|
Credential Securities
Vancouver,
|
$1027万
|
+$30.1万
|
7
|
3.14%
|
買い増し
|
|
|
1996
|
WS Management
Jacksonville,
Florida
|
$1026万
|
+$1011万
|
1
|
0.38%
|
新規
|
|
|
1997
|
Stellar Capital Management
Phoenix,
Arizona
|
$1025万
|
+$2.53万
|
5
|
7.46%
|
買い増し
|
|
|
1998
|
Dumont & Blake Investment Advisors
Princeton,
New Jersey
|
$1025万
|
-$6.74万
|
6
|
4.54%
|
減少
|
|
|
1999
|
Covington Investment Advisors
Ligonier,
Pennsylvania
|
$1024万
|
+$8.13万
|
2
|
3.91%
|
買い増し
|
|
|
2000
|
Cabot-Wellington
Boston,
Massachusetts
|
$1022万
|
-$4.86万
|
1
|
5.89%
|
減少
|
|
