|
1976
|
Whitener Capital Management
Rocky Mount,
North Carolina
|
$6649万
|
+$64.6万
|
7
|
15.92%
|
買い増し
|
|
|
1977
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$6646万
|
-$39.8万
|
9
|
3.87%
|
減少
|
|
|
1978
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$6635万
|
-$728万
|
6
|
5.66%
|
減少
|
|
|
1979
|
Pragma Gestao de Patrimonio
Sao Paulo,
Brazil
|
$6631万
|
+$1355万
|
3
|
28.55%
|
買い増し
|
|
|
1980
|
Inscription Capital
Houston,
Texas
|
$6631万
|
+$762万
|
13
|
7.15%
|
買い増し
|
|
|
1981
|
Delta Investment Management
San Francisco,
California
|
$6629万
|
+$141万
|
8
|
11.88%
|
買い増し
|
|
|
1982
|
Huntleigh Advisors
St. Louis,
Missouri
|
$6607万
|
-$65.7万
|
9
|
11.27%
|
減少
|
|
|
1983
|
Quinn Opportunity Partners
Charlottesville,
Virginia
|
$6606万
|
+$39.3万
|
7
|
4.68%
|
買い増し
|
|
|
1984
|
Community Bank & Trust (Waco, Texas)
Waco,
Texas
|
$6588万
|
-$18.7万
|
7
|
13.59%
|
減少
|
|
|
1985
|
Marietta Investment Partners
Milwaukee,
Wisconsin
|
$6581万
|
+$353万
|
8
|
12.69%
|
買い増し
|
|
|
1986
|
TownSquare Capital
Provo,
Utah
|
$6579万
|
-$3963万
|
9
|
9.95%
|
減少
|
|
|
1987
|
Central Bank & Trust
Lexington,
Kentucky
|
$6571万
|
-$62.9万
|
7
|
10.36%
|
減少
|
|
|
1988
|
Duncker Streett & Co
St. Louis,
Missouri
|
$6570万
|
+$60.1万
|
9
|
11.45%
|
買い増し
|
|
|
1989
|
Meridian Wealth Advisors
Austin,
Texas
|
$6567万
|
+$129万
|
6
|
9.32%
|
買い増し
|
|
|
1990
|
Dividend Assets Capital
Ridgeland,
South Carolina
|
$6560万
|
-$19.9万
|
6
|
11.5%
|
減少
|
|
|
1991
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
$6559万
|
+$334万
|
11
|
11.31%
|
買い増し
|
|
|
1992
|
|
$6555万
|
+$373万
|
2
|
15.46%
|
買い増し
|
|
|
1993
|
Occidental Asset Management
Burlingame,
California
|
$6553万
|
+$638万
|
8
|
8.22%
|
買い増し
|
|
|
1994
|
Timber Creek Capital Management
Boston,
Massachusetts
|
$6541万
|
-$25.7万
|
5
|
15.81%
|
減少
|
|
|
1995
|
Aspiriant LLC
Los Angeles,
California
|
$6539万
|
-$146万
|
6
|
2%
|
減少
|
|
|
1996
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$6529万
|
+$138万
|
6
|
2.65%
|
買い増し
|
|
|
1997
|
Koshinski Asset Management
Decatur,
Illinois
|
$6520万
|
+$81.2万
|
9
|
4.38%
|
買い増し
|
|
|
1998
|
Arjuna Capital
Durham,
North Carolina
|
$6511万
|
+$86.4万
|
7
|
16.18%
|
買い増し
|
|
|
1999
|
Plimoth Trust
Plymouth,
Massachusetts
|
$6506万
|
-$115万
|
6
|
14.73%
|
減少
|
|
|
2000
|
Live Oak Private Wealth
Wilmington,
North Carolina
|
$6501万
|
-$1131万
|
4
|
9.05%
|
減少
|
|
