|
1976
|
Engineers Gate Manager
New York
|
$2715万
|
+$586万
|
22
|
1.63%
|
買い増し
|
|
|
1977
|
Duff & Phelps Investment Management
Chicago,
Illinois
|
$2715万
|
$0
|
6
|
0.33%
|
維持
|
|
|
1978
|
Lombard Odier Asset Management (Switzerland)
Petit-Lancy,
Switzerland
|
$2714万
|
-$95.9万
|
7
|
2.17%
|
減少
|
|
|
1979
|
Roberts, Glore & Co
Deerfield,
Illinois
|
$2712万
|
-$172万
|
7
|
9.42%
|
減少
|
|
|
1980
|
TIFF Advisory Services
Radnor,
Pennsylvania
|
$2711万
|
+$7.97万
|
2
|
11%
|
買い増し
|
|
|
1981
|
WT Asset Management
Hong Kong
|
$2711万
|
+$2426万
|
1
|
10.85%
|
新規
|
|
|
1982
|
Sigma Investment Counselors
Northville,
Michigan
|
$2708万
|
+$108万
|
6
|
2.23%
|
買い増し
|
|
|
1983
|
Drexel Morgan & Co
Radnor,
Pennsylvania
|
$2708万
|
+$10.9万
|
3
|
5.57%
|
買い増し
|
|
|
1984
|
Capital City Trust
Tallahassee,
Florida
|
$2707万
|
+$17.4万
|
6
|
8.93%
|
買い増し
|
|
|
1985
|
Decatur Capital Management
Decatur,
Georgia
|
$2705万
|
$0
|
4
|
19.49%
|
維持
|
|
|
1986
|
|
$2705万
|
-$15.8万
|
6
|
22.6%
|
減少
|
|
|
1987
|
Journey Advisory Group
Covington,
Kentucky
|
$2703万
|
+$122万
|
6
|
6.73%
|
買い増し
|
|
|
1988
|
HCR Wealth Advisors
Los Angeles,
California
|
$2703万
|
+$4.31万
|
6
|
5.67%
|
買い増し
|
|
|
1989
|
West Coast Financial
Santa Barbara,
California
|
$2703万
|
+$16.7万
|
4
|
4.58%
|
買い増し
|
|
|
1990
|
Principal Street Partners
Memphis,
Tennessee
|
$2701万
|
-$22.9万
|
6
|
6.81%
|
減少
|
|
|
1991
|
Winton Group
London,
United Kingdom
|
$2700万
|
+$1596万
|
8
|
1.78%
|
買い増し
|
|
|
1992
|
West Branch Capital
Amherst,
Massachusetts
|
$2700万
|
-$54.9万
|
14
|
16.68%
|
減少
|
|
|
1993
|
Avantax Planning Partners
Dubuque,
Iowa
|
$2699万
|
+$1.88万
|
6
|
1.07%
|
買い増し
|
|
|
1994
|
Intellectus Partners
San Francisco,
California
|
$2696万
|
+$11.4万
|
8
|
9.39%
|
買い増し
|
|
|
1995
|
GPM Growth Investors
Bloomfield Hills,
Michigan
|
$2685万
|
-$38.3万
|
4
|
16.3%
|
減少
|
|
|
1996
|
Community Bank & Trust (Waco, Texas)
Waco,
Texas
|
$2684万
|
-$45.2万
|
6
|
8.75%
|
減少
|
|
|
1997
|
Roberts Wealth Advisors
Palo Alto,
California
|
$2682万
|
+$47.6万
|
8
|
12.94%
|
買い増し
|
|
|
1998
|
McIlrath & Eck
Arlington,
Washington
|
$2676万
|
+$362万
|
16
|
6.89%
|
買い増し
|
|
|
1999
|
Renaissance Investment Group
Lenox,
Massachusetts
|
$2675万
|
-$65万
|
5
|
7.97%
|
減少
|
|
|
2000
|
Vicus Capital
State College,
Pennsylvania
|
$2675万
|
-$635万
|
5
|
3.03%
|
減少
|
|
