|
1976
|
Hills Bank & Trust
North Liberty,
Iowa
|
$1399万
|
+$15.6万
|
5
|
4.22%
|
買い増し
|
|
|
1977
|
|
$1397万
|
+$590万
|
1
|
3.87%
|
買い増し
|
|
|
1978
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$1394万
|
+$465万
|
6
|
3.58%
|
買い増し
|
|
|
1979
|
Court Place Advisors
Ellicott City,
Maryland
|
$1389万
|
-$4.15万
|
5
|
5.81%
|
減少
|
|
|
1980
|
ARS Wealth Advisors
St. Petersburg,
Florida
|
$1388万
|
+$14.3万
|
6
|
5.17%
|
買い増し
|
|
|
1981
|
WealthTrust Axiom
Wayne,
Pennsylvania
|
$1386万
|
+$68.5万
|
5
|
5.06%
|
買い増し
|
|
|
1982
|
River Wealth Advisors
Camp Hill,
Pennsylvania
|
$1384万
|
-$4.05万
|
7
|
5.84%
|
減少
|
|
|
1983
|
|
$1380万
|
-$94.1万
|
9
|
8.41%
|
減少
|
|
|
1984
|
Regal Investment Advisors
Kentwood,
Michigan
|
$1380万
|
+$2,544
|
6
|
3.05%
|
買い増し
|
|
|
1985
|
Lawson Kroeker Investment Management
Omaha,
Nebraska
|
$1375万
|
+$1.78万
|
3
|
4.5%
|
買い増し
|
|
|
1986
|
IPG Investment Advisors
San Diego,
California
|
$1374万
|
+$245万
|
5
|
4.48%
|
買い増し
|
|
|
1987
|
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
|
$1374万
|
+$180万
|
4
|
9.59%
|
買い増し
|
|
|
1988
|
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
|
$1373万
|
+$414万
|
8
|
0.09%
|
買い増し
|
|
|
1989
|
Gabalex Capital Management
New York
|
$1369万
|
$0
|
1
|
4.13%
|
維持
|
|
|
1990
|
Greenwood Gearhart
Fayetteville,
Arkansas
|
$1364万
|
+$85.9万
|
2
|
4.16%
|
買い増し
|
|
|
1991
|
Summit Global Investments
Bountiful,
Utah
|
$1363万
|
-$46.6万
|
2
|
2.17%
|
減少
|
|
|
1992
|
Wellington Shields & Co
New York
|
$1362万
|
+$84.5万
|
6
|
7.35%
|
買い増し
|
|
|
1993
|
Foundation Asset Management
White Plains,
New York
|
$1362万
|
+$1457万
|
1
|
5.05%
|
新規
|
|
|
1994
|
Allegis Investment Advisors
Idaho Falls,
Idaho
|
$1357万
|
-$23.2万
|
6
|
4.16%
|
減少
|
|
|
1995
|
Vantage Investment Advisors
State College,
Pennsylvania
|
$1357万
|
+$441万
|
10
|
3.44%
|
買い増し
|
|
|
1996
|
North Growth Management
Vancouver,
British Columbia, Canada
|
$1355万
|
-$722万
|
1
|
3.49%
|
減少
|
|
|
1997
|
Avantax Planning Partners
Dubuque,
Iowa
|
$1352万
|
+$41.5万
|
16
|
1.16%
|
買い増し
|
|
|
1998
|
Perigon Wealth Management
San Francisco,
California
|
$1347万
|
+$167万
|
9
|
4.96%
|
買い増し
|
|
|
1999
|
SimplyRich
Carlsbad,
California
|
$1346万
|
-$1.41万
|
5
|
7.52%
|
減少
|
|
|
2000
|
BBT Capital Management
Fort Worth,
Texas
|
$1341万
|
+$409万
|
1
|
3.06%
|
買い増し
|
|
