|
1976
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$3235万
|
+$270万
|
8
|
2.4%
|
買い増し
|
|
|
1977
|
West Branch Capital
Amherst,
Massachusetts
|
$3231万
|
+$7.86万
|
14
|
18%
|
買い増し
|
|
|
1978
|
Canal Insurance Company
Greenville,
South Carolina
|
$3231万
|
$0
|
3
|
8.75%
|
維持
|
|
|
1979
|
Buffington Mohr McNeal
Boise,
Idaho
|
$3224万
|
-$314万
|
6
|
7.39%
|
減少
|
|
|
1980
|
Steamboat Capital Partners
Rye,
New York
|
$3215万
|
+$1201万
|
4
|
10.66%
|
買い増し
|
|
|
1981
|
Lakehouse Capital
Sydney NSW,
Australia
|
$3215万
|
-$184万
|
3
|
28.43%
|
減少
|
|
|
1982
|
Bayesian Capital Management
Brooklyn,
New York
|
$3213万
|
+$484万
|
12
|
3.98%
|
買い増し
|
|
|
1983
|
Solidarity Wealth
Lehi,
Utah
|
$3211万
|
+$2944万
|
5
|
14.59%
|
新規
|
|
|
1984
|
|
$3211万
|
$0
|
6
|
22.13%
|
維持
|
|
|
1985
|
Wilsey Asset Management
San Diego,
California
|
$3209万
|
-$427万
|
1
|
7.25%
|
減少
|
|
|
1986
|
Iowa State Bank
Urbandale,
Iowa
|
$3209万
|
-$85万
|
5
|
8.04%
|
減少
|
|
|
1987
|
GPM Growth Investors
Bloomfield Hills,
Michigan
|
$3209万
|
+$16.7万
|
5
|
18.58%
|
買い増し
|
|
|
1988
|
West Coast Financial
Santa Barbara,
California
|
$3205万
|
-$6.32万
|
4
|
4.9%
|
減少
|
|
|
1989
|
Jackson Hole Capital Partners
Tulsa,
Oklahoma
|
$3205万
|
+$571万
|
8
|
8.41%
|
買い増し
|
|
|
1990
|
Roberts, Glore & Co
Deerfield,
Illinois
|
$3203万
|
-$10.4万
|
7
|
10.71%
|
減少
|
|
|
1991
|
Sigma Investment Counselors
Northville,
Michigan
|
$3192万
|
-$38.7万
|
6
|
2.48%
|
減少
|
|
|
1992
|
Cardinal Capital Management Inc (North Carolina)
Raleigh,
North Carolina
|
$3192万
|
-$14.2万
|
6
|
6.62%
|
減少
|
|
|
1993
|
Lindbrook Capital
Calabasas,
California
|
$3192万
|
+$45.5万
|
27
|
3.74%
|
買い増し
|
|
|
1994
|
|
$3186万
|
+$582万
|
3
|
12.47%
|
買い増し
|
|
|
1995
|
Procyon Advisors
Shelton,
Connecticut
|
$3186万
|
+$61万
|
8
|
5.3%
|
買い増し
|
|
|
1996
|
HCR Wealth Advisors
Los Angeles,
California
|
$3185万
|
-$33.5万
|
5
|
6.3%
|
減少
|
|
|
1997
|
Buckhead Capital Management
Atlanta,
Georgia
|
$3183万
|
+$336万
|
6
|
7.49%
|
買い増し
|
|
|
1998
|
Leo Brokerage
Hurst,
Texas
|
$3182万
|
+$2952万
|
7
|
4.75%
|
新規
|
|
|
1999
|
Roberts Wealth Advisors
Palo Alto,
California
|
$3167万
|
+$16.4万
|
7
|
14.53%
|
買い増し
|
|
|
2000
|
Winch Advisory Services
Appleton,
Wisconsin
|
$3165万
|
-$7.65万
|
9
|
12.28%
|
減少
|
|