|
1976
|
K.J. Harrison & Partners
Toronto,
Ontario, Canada
|
$1729万
|
+$130万
|
4
|
6.03%
|
買い増し
|
|
|
1977
|
Curbstone Financial Management Corp
Manchester,
New Hampshire
|
$1729万
|
+$36万
|
7
|
4.7%
|
買い増し
|
|
|
1978
|
South Street Advisors
New York
|
$1728万
|
+$41.5万
|
4
|
5.24%
|
買い増し
|
|
|
1979
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$1727万
|
+$76.8万
|
6
|
3.26%
|
買い増し
|
|
|
1980
|
Centaurus Financial
Anaheim,
California
|
$1726万
|
+$55.7万
|
11
|
2.95%
|
買い増し
|
|
|
1981
|
Punch & Associates Investment Management
Edina,
Minnesota
|
$1726万
|
+$37.2万
|
2
|
1.47%
|
買い増し
|
|
|
1982
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$1724万
|
-$14.6万
|
10
|
8.78%
|
減少
|
|
|
1983
|
River Wealth Advisors
Camp Hill,
Pennsylvania
|
$1722万
|
+$43万
|
7
|
7.21%
|
買い増し
|
|
|
1984
|
Montgomery Investment Management
Rockville,
Maryland
|
$1721万
|
-$1.18万
|
4
|
7.68%
|
減少
|
|
|
1985
|
Fidelity National Financial
Jacksonville,
Florida
|
$1720万
|
$0
|
1
|
2.72%
|
維持
|
|
|
1986
|
Tiger Legatus Capital Management
New York
|
$1717万
|
-$908万
|
1
|
8.04%
|
減少
|
|
|
1987
|
Haverford Financial Services
Radnor,
Pennsylvania
|
$1715万
|
-$92.6万
|
2
|
6.15%
|
減少
|
|
|
1988
|
Westbourne Investment Advisors
Annapolis,
Maryland
|
$1707万
|
+$20.2万
|
6
|
13.07%
|
買い増し
|
|
|
1989
|
Kamunting Street Capital Management
Miami Beach,
Florida
|
$1706万
|
-$1318万
|
1
|
20.56%
|
減少
|
|
|
1990
|
Telos Capital Management
San Diego,
California
|
$1705万
|
+$35万
|
7
|
5.31%
|
買い増し
|
|
|
1991
|
|
$1704万
|
+$786万
|
4
|
6.79%
|
買い増し
|
|
|
1992
|
Toth Financial Advisory
Leesburg,
Virginia
|
$1703万
|
+$101万
|
10
|
3.99%
|
買い増し
|
|
|
1993
|
Liberty Capital Management
Birmingham,
Michigan
|
$1702万
|
+$613万
|
5
|
8.58%
|
買い増し
|
|
|
1994
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$1700万
|
+$482万
|
7
|
10.04%
|
買い増し
|
|
|
1995
|
Wells Trecaso Financial Group
Akron,
Ohio
|
$1699万
|
+$2.23万
|
5
|
14.27%
|
買い増し
|
|
|
1996
|
Sargent Investment Group
Bethesda,
Maryland
|
$1697万
|
-$26.7万
|
6
|
8.17%
|
減少
|
|
|
1997
|
Chicago Trust
Grayslake,
Illinois
|
$1689万
|
-$30.7万
|
7
|
7.28%
|
減少
|
|
|
1998
|
NBW Capital
Boston,
Massachusetts
|
$1687万
|
-$17.9万
|
2
|
4.62%
|
減少
|
|
|
1999
|
Prelude Capital Management
New York
|
$1687万
|
-$803万
|
13
|
0.95%
|
減少
|
|
|
2000
|
Abacus Planning Group
Columbia,
South Carolina
|
$1686万
|
+$62.2万
|
6
|
10.54%
|
買い増し
|
|
