|
1976
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$5730万
|
+$3560万
|
14
|
7.27%
|
買い増し
|
|
|
1977
|
M. Kraus & Co
Shelburne,
Vermont
|
$5727万
|
-$43万
|
6
|
17.19%
|
減少
|
|
|
1978
|
|
$5723万
|
-$277万
|
8
|
5.87%
|
減少
|
|
|
1979
|
Good Life Advisors
Reading,
Pennsylvania
|
$5699万
|
-$364万
|
8
|
4.15%
|
減少
|
|
|
1980
|
Journey Advisory Group
Covington,
Kentucky
|
$5695万
|
$0
|
7
|
6.82%
|
維持
|
|
|
1981
|
Mitchell Sinkler & Starr
Philadelphia,
Pennsylvania
|
$5695万
|
-$348万
|
6
|
15.19%
|
減少
|
|
|
1982
|
Central Bank & Trust
Lexington,
Kentucky
|
$5690万
|
-$400万
|
7
|
8.61%
|
減少
|
|
|
1983
|
Hedeker Wealth
Lincolnshire,
Illinois
|
$5686万
|
+$124万
|
5
|
14.16%
|
買い増し
|
|
|
1984
|
JCIC Asset Management
Toronto,
Ontario, Canada
|
$5682万
|
+$82.2万
|
5
|
23.03%
|
買い増し
|
|
|
1985
|
Shikiar Asset Management
New York
|
$5682万
|
-$137万
|
4
|
15.05%
|
減少
|
|
|
1986
|
XML Financial
Bethesda,
Maryland
|
$5676万
|
+$96.6万
|
6
|
5.2%
|
買い増し
|
|
|
1987
|
Whitener Capital Management
Rocky Mount,
North Carolina
|
$5676万
|
-$90.9万
|
7
|
15.9%
|
減少
|
|
|
1988
|
Little House Capital
Braintree,
Massachusetts
|
$5668万
|
-$48万
|
6
|
16.19%
|
減少
|
|
|
1989
|
RWQ Financial Management Services
Naples,
Florida
|
$5661万
|
-$125万
|
4
|
22.15%
|
減少
|
|
|
1990
|
Atwood & Palmer
Kansas City,
Missouri
|
$5661万
|
+$3.24万
|
8
|
3.88%
|
買い増し
|
|
|
1991
|
Family Management
New York
|
$5660万
|
+$1.04万
|
6
|
9.09%
|
買い増し
|
|
|
1992
|
NKCFO LLC
Geneva,
Illinois
|
$5655万
|
-$139万
|
5
|
24.87%
|
減少
|
|
|
1993
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$5652万
|
-$138万
|
5
|
6.86%
|
減少
|
|
|
1994
|
Banco BTG Pactual
Rio De Janeiro,
Brazil
|
$5650万
|
-$513万
|
5
|
13.15%
|
減少
|
|
|
1995
|
Claro Advisors
Boston,
Massachusetts
|
$5644万
|
-$405万
|
8
|
7.63%
|
減少
|
|
|
1996
|
Duncker Streett & Co
St. Louis,
Missouri
|
$5630万
|
+$11.9万
|
8
|
10.45%
|
買い増し
|
|
|
1997
|
GPM Growth Investors
Bloomfield Hills,
Michigan
|
$5625万
|
-$56万
|
5
|
23.77%
|
減少
|
|
|
1998
|
First Western Trust Bank
Denver,
Colorado
|
$5623万
|
-$210万
|
6
|
2.6%
|
減少
|
|
|
1999
|
Summit Global Investments
Bountiful,
Utah
|
$5614万
|
-$1467万
|
8
|
3.51%
|
減少
|
|
|
2000
|
Morse Asset Management
Darien,
Connecticut
|
$5614万
|
-$960万
|
9
|
12.83%
|
減少
|
|