|
1976
|
Hedeker Wealth
Lincolnshire,
Illinois
|
$5097万
|
+$57.1万
|
4
|
13.51%
|
買い増し
|
|
|
1977
|
|
$5095万
|
+$1.64万
|
6
|
7.34%
|
買い増し
|
|
|
1978
|
Alaska Permanent Fund
Juneau,
Alaska
|
$5076万
|
$0
|
8
|
0.74%
|
維持
|
|
|
1979
|
Larson Financial Group
St Louis,
Missouri
|
$5076万
|
+$999万
|
25
|
2.88%
|
買い増し
|
|
|
1980
|
|
$5074万
|
-$368万
|
3
|
19.68%
|
減少
|
|
|
1981
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
$5074万
|
-$215万
|
10
|
12.64%
|
減少
|
|
|
1982
|
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
$5068万
|
+$700万
|
6
|
10.21%
|
買い増し
|
|
|
1983
|
Cinctive Capital Management
New York
|
$5067万
|
+$3500万
|
4
|
2.76%
|
買い増し
|
|
|
1984
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$5065万
|
+$292万
|
8
|
3.83%
|
買い増し
|
|
|
1985
|
Chemung Canal Trust
Elmira,
New York
|
$5064万
|
+$398万
|
5
|
10.24%
|
買い増し
|
|
|
1986
|
Stoneridge Investment Partners
Radnor,
Pennsylvania
|
$5052万
|
+$709万
|
7
|
18.78%
|
買い増し
|
|
|
1987
|
Capital City Trust
Tallahassee,
Florida
|
$5052万
|
+$74.6万
|
6
|
12.54%
|
買い増し
|
|
|
1988
|
Needham Investment Management
New York
|
$5047万
|
+$621万
|
4
|
3.88%
|
買い増し
|
|
|
1989
|
Stonebridge Capital Management
Los Angeles,
California
|
$5046万
|
+$162万
|
6
|
20.03%
|
買い増し
|
|
|
1990
|
Fogel Capital Management
Stuart,
Florida
|
$5040万
|
-$140万
|
2
|
26%
|
減少
|
|
|
1991
|
Aaron Wealth Advisors
Chicago,
Illinois
|
$5036万
|
+$765万
|
10
|
6%
|
買い増し
|
|
|
1992
|
Premier Path Wealth Partners
Madison,
New Jersey
|
$5030万
|
+$9.9万
|
8
|
7.93%
|
買い増し
|
|
|
1993
|
Wellington Shields & Co
New York
|
$5014万
|
+$44万
|
8
|
15.24%
|
買い増し
|
|
|
1994
|
Atwood & Palmer
Kansas City,
Missouri
|
$5011万
|
+$58.9万
|
9
|
3.41%
|
買い増し
|
|
|
1995
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$5002万
|
-$109万
|
9
|
3.27%
|
減少
|
|
|
1996
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$4994万
|
+$589万
|
11
|
3.96%
|
買い増し
|
|
|
1997
|
Leuthold Group
Minneapolis,
Minnesota
|
$4993万
|
-$806万
|
3
|
5.55%
|
減少
|
|
|
1998
|
Zhang Financial
Portage,
Michigan
|
$4992万
|
+$218万
|
6
|
3.15%
|
買い増し
|
|
|
1999
|
GFS Advisors
Houston,
Texas
|
$4984万
|
+$3623万
|
3
|
10.6%
|
買い増し
|
|
|
2000
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$4981万
|
+$238万
|
16
|
3.21%
|
買い増し
|
|