|
1976
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
$3780万
|
+$89万
|
7
|
13.18%
|
買い増し
|
|
|
1977
|
Capital City Trust
Tallahassee,
Florida
|
$3777万
|
-$131万
|
6
|
11.75%
|
減少
|
|
|
1978
|
Prelude Capital Management
New York
|
$3770万
|
-$675万
|
13
|
2.45%
|
減少
|
|
|
1979
|
Marks Group Wealth Management
Minnetonka,
Minnesota
|
$3761万
|
-$86.3万
|
6
|
4.47%
|
減少
|
|
|
1980
|
Northwest Capital Management
Lake Oswego,
Oregon
|
$3760万
|
+$242万
|
12
|
15.76%
|
買い増し
|
|
|
1981
|
Conifer Management
New York
|
$3755万
|
$0
|
1
|
4.12%
|
維持
|
|
|
1982
|
Buckhead Capital Management
Atlanta,
Georgia
|
$3755万
|
-$58.5万
|
6
|
8.94%
|
減少
|
|
|
1983
|
Destiny Wealth Partners
Tavares,
Florida
|
$3753万
|
-$22.9万
|
5
|
7.18%
|
減少
|
|
|
1984
|
Ghisallo Capital Management
Boston,
Massachusetts
|
$3751万
|
$0
|
1
|
4.48%
|
維持
|
|
|
1985
|
Cavalry Management Group
San Francisco,
California
|
$3748万
|
+$982万
|
2
|
16.49%
|
買い増し
|
|
|
1986
|
Matthews International Capital Management
San Francisco,
California
|
$3746万
|
+$1678万
|
1
|
4.39%
|
買い増し
|
|
|
1987
|
Perseverance Asset Management International
George Town,
Cayman Islands
|
$3746万
|
-$1516万
|
1
|
11.32%
|
減少
|
|
|
1988
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$3742万
|
+$128万
|
5
|
7.6%
|
買い増し
|
|
|
1989
|
HCR Wealth Advisors
Los Angeles,
California
|
$3737万
|
-$25.9万
|
6
|
6.92%
|
減少
|
|
|
1990
|
Vicus Capital
State College,
Pennsylvania
|
$3731万
|
-$96万
|
5
|
3.89%
|
減少
|
|
|
1991
|
Bank Hapoalim BM
Tel Aviv,
Israel
|
$3714万
|
-$187万
|
9
|
5.29%
|
減少
|
|
|
1992
|
Cubic Asset Management
Boston,
Massachusetts
|
$3713万
|
-$100万
|
6
|
9.99%
|
減少
|
|
|
1993
|
AMS Capital
Sao Paulo,
Brazil
|
$3708万
|
+$3372万
|
4
|
43.58%
|
買い増し
|
|
|
1994
|
West Coast Financial
Santa Barbara,
California
|
$3708万
|
-$36.9万
|
4
|
5.24%
|
減少
|
|
|
1995
|
Merriman Wealth Management
Seattle,
Washington
|
$3705万
|
-$170万
|
7
|
1.83%
|
減少
|
|
|
1996
|
Georgetown University
Washington,
District of Columbia
|
$3703万
|
+$2,507
|
4
|
12.98%
|
買い増し
|
|
|
1997
|
|
$3700万
|
+$1492万
|
4
|
18.15%
|
買い増し
|
|
|
1998
|
Solidarity Wealth
Lehi,
Utah
|
$3700万
|
-$114万
|
4
|
15.22%
|
減少
|
|
|
1999
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$3688万
|
-$1854万
|
9
|
4.74%
|
減少
|
|
|
2000
|
Lakeside Advisors
Seattle,
Washington
|
$3687万
|
-$276万
|
3
|
27.17%
|
減少
|
|
