|
1976
|
Harbor Island Capital
Topsfield,
Massachusetts
|
$1533万
|
-$24.7万
|
3
|
13.88%
|
減少
|
|
|
1977
|
Rice Partnership
Honolulu,
Hawaii
|
$1533万
|
+$119万
|
4
|
10.1%
|
買い増し
|
|
|
1978
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$1533万
|
-$7.4万
|
5
|
4.03%
|
減少
|
|
|
1979
|
IFG Advisory
Atlanta,
Georgia
|
$1532万
|
+$91.7万
|
7
|
3.15%
|
買い増し
|
|
|
1980
|
Garnet Equity Capital Holdings
New York
|
$1530万
|
-$476万
|
1
|
13.23%
|
減少
|
|
|
1981
|
Wells Trecaso Financial Group
Akron,
Ohio
|
$1528万
|
+$36.6万
|
5
|
14.32%
|
買い増し
|
|
|
1982
|
River Wealth Advisors
Camp Hill,
Pennsylvania
|
$1527万
|
+$55.5万
|
10
|
5.94%
|
買い増し
|
|
|
1983
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$1525万
|
+$430万
|
9
|
1.1%
|
買い増し
|
|
|
1984
|
Haverford Financial Services
Radnor,
Pennsylvania
|
$1520万
|
-$41.3万
|
2
|
5.71%
|
減少
|
|
|
1985
|
Hills Bank & Trust
North Liberty,
Iowa
|
$1514万
|
+$23.1万
|
5
|
4.36%
|
買い増し
|
|
|
1986
|
|
$1513万
|
+$966万
|
3
|
0.77%
|
買い増し
|
|
|
1987
|
Pacific Heights Asset Management
San Francisco,
California
|
$1512万
|
$0
|
1
|
1.55%
|
維持
|
|
|
1988
|
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
|
$1507万
|
+$10.8万
|
4
|
9.5%
|
買い増し
|
|
|
1989
|
Cutler Investment Counsel
Jacksonville,
Oregon
|
$1504万
|
-$161万
|
3
|
2.96%
|
減少
|
|
|
1990
|
Davis Rea
Toronto,
Ontario, Canada
|
$1500万
|
-$444万
|
4
|
9.86%
|
減少
|
|
|
1991
|
Homrich & Berg
Atlanta,
Georgia
|
$1500万
|
-$170万
|
7
|
1.09%
|
減少
|
|
|
1992
|
6 Meridian
Wichita,
Kansas
|
$1499万
|
-$25.1万
|
2
|
1.59%
|
減少
|
|
|
1993
|
Perkins Coie Trust Company
Seattle,
Washington
|
$1497万
|
-$20万
|
9
|
7.4%
|
減少
|
|
|
1994
|
Bruderman Asset Management
Locust Valley,
New York
|
$1497万
|
-$215万
|
10
|
3.64%
|
減少
|
|
|
1995
|
Northwest Investment Counselors
Lake Oswego,
Oregon
|
$1484万
|
+$473万
|
5
|
5.98%
|
買い増し
|
|
|
1996
|
Roberts, Glore & Co
Deerfield,
Illinois
|
$1483万
|
-$18.7万
|
7
|
9.05%
|
減少
|
|
|
1997
|
Gabalex Capital Management
New York
|
$1479万
|
$0
|
1
|
4.35%
|
維持
|
|
|
1998
|
Thompson Rubinstein Investment Management
Portland,
Oregon
|
$1475万
|
+$24.4万
|
3
|
4.93%
|
買い増し
|
|
|
1999
|
|
$1474万
|
-$1955万
|
8
|
2.3%
|
減少
|
|
|
2000
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$1465万
|
+$163万
|
3
|
0.9%
|
買い増し
|
|
