|
1976
|
Buffington Mohr McNeal
Boise,
Idaho
|
$3726万
|
-$24.2万
|
6
|
8.47%
|
減少
|
|
|
1977
|
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
$3725万
|
-$187万
|
8
|
2.38%
|
減少
|
|
|
1978
|
Soditic Asset Management
Tonbridge,
United Kingdom
|
$3725万
|
$0
|
2
|
28.69%
|
維持
|
|
|
1979
|
HUB Investment Partners
Austin,
Texas
|
$3724万
|
+$1338万
|
8
|
5.62%
|
買い増し
|
|
|
1980
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$3720万
|
-$2.34万
|
12
|
6.12%
|
減少
|
|
|
1981
|
Symmetry Partners
Glastonbury,
Connecticut
|
$3720万
|
-$579万
|
10
|
2.02%
|
減少
|
|
|
1982
|
Legacy Advisors
Plymouth Meeting,
Pennsylvania
|
$3717万
|
+$369万
|
7
|
5.99%
|
買い増し
|
|
|
1983
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
$3714万
|
+$33.3万
|
6
|
13.94%
|
買い増し
|
|
|
1984
|
Cooke & Bieler
Philadelphia,
Pennsylvania
|
$3714万
|
-$966万
|
2
|
0.36%
|
減少
|
|
|
1985
|
Destiny Wealth Partners
Tavares,
Florida
|
$3714万
|
+$47.8万
|
5
|
7.49%
|
買い増し
|
|
|
1986
|
Brasada Capital Management
Houston,
Texas
|
$3713万
|
+$417万
|
4
|
8.66%
|
買い増し
|
|
|
1987
|
Apriem Advisors
Irvine,
California
|
$3710万
|
-$60万
|
5
|
5.44%
|
減少
|
|
|
1988
|
Kinney Asset Management
Chicago,
Illinois
|
$3709万
|
-$673万
|
1
|
27.55%
|
減少
|
|
|
1989
|
|
$3705万
|
+$462万
|
20
|
0.81%
|
買い増し
|
|
|
1990
|
Great Lakes Retirement
Sandusky,
Ohio
|
$3704万
|
+$120万
|
3
|
6.68%
|
買い増し
|
|
|
1991
|
Cardinal Capital Management Inc (North Carolina)
Raleigh,
North Carolina
|
$3697万
|
+$21.6万
|
6
|
7.53%
|
買い増し
|
|
|
1992
|
West Coast Financial
Santa Barbara,
California
|
$3690万
|
-$40.1万
|
4
|
5.5%
|
減少
|
|
|
1993
|
Continuum Advisory
Eagle,
Idaho
|
$3684万
|
-$119万
|
6
|
5.9%
|
減少
|
|
|
1994
|
Van Strum & Towne
San Francisco,
California
|
$3682万
|
-$50万
|
5
|
15.53%
|
減少
|
|
|
1995
|
Family Management
New York
|
$3678万
|
+$62万
|
5
|
8.35%
|
買い増し
|
|
|
1996
|
Steamboat Capital Partners
Rye,
New York
|
$3675万
|
-$670万
|
4
|
13.62%
|
減少
|
|
|
1997
|
Comerica Securities
Detroit,
Michigan
|
$3672万
|
-$796万
|
8
|
3.05%
|
減少
|
|
|
1998
|
Cypress Asset Management
Houston,
Texas
|
$3662万
|
+$222万
|
4
|
12.25%
|
買い増し
|
|
|
1999
|
Berkshire Capital Holdings
San Jose,
California
|
$3650万
|
-$159万
|
10
|
17.88%
|
減少
|
|
|
2000
|
Capital City Trust
Tallahassee,
Florida
|
$3642万
|
-$20.5万
|
6
|
12.05%
|
減少
|
|
