|
1976
|
Arjuna Capital
Durham,
North Carolina
|
$6053万
|
+$114万
|
6
|
15.39%
|
買い増し
|
|
|
1977
|
Chemistry Wealth Management
New York
|
$6051万
|
-$423万
|
6
|
10.64%
|
減少
|
|
|
1978
|
Rockline Wealth Management
Plainview,
New York
|
$6032万
|
-$11.4万
|
7
|
13.11%
|
減少
|
|
|
1979
|
Himension Capital (Singapore)
Singapore
|
$6031万
|
-$3.79億
|
2
|
4.63%
|
減少
|
|
|
1980
|
Mengis Capital Management
Portland,
Oregon
|
$6028万
|
+$113万
|
6
|
10.38%
|
買い増し
|
|
|
1981
|
Farmers & Merchants Trust Company
Long Beach,
California
|
$6027万
|
-$214万
|
6
|
14.16%
|
減少
|
|
|
1982
|
Managed Asset Portfolios
Rochester,
Michigan
|
$6024万
|
-$375万
|
2
|
7.22%
|
減少
|
|
|
1983
|
Strategic Blueprint
Atlanta,
Georgia
|
$6022万
|
+$97.8万
|
8
|
3.5%
|
買い増し
|
|
|
1984
|
Marietta Investment Partners
Milwaukee,
Wisconsin
|
$6002万
|
+$100万
|
8
|
12.02%
|
買い増し
|
|
|
1985
|
Bellevue Asset Management
Bellevue,
Washington
|
$6000万
|
-$103万
|
8
|
30.02%
|
減少
|
|
|
1986
|
|
$5990万
|
+$485万
|
4
|
48.57%
|
買い増し
|
|
|
1987
|
Koshinski Asset Management
Decatur,
Illinois
|
$5989万
|
+$132万
|
10
|
3.73%
|
買い増し
|
|
|
1988
|
Catalyst Financial Partners
Boston,
Massachusetts
|
$5977万
|
+$457万
|
9
|
7.06%
|
買い増し
|
|
|
1989
|
Portolan Capital Management
Boston,
Massachusetts
|
$5968万
|
-$1127万
|
3
|
3.18%
|
減少
|
|
|
1990
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$5961万
|
+$92.6万
|
8
|
5.64%
|
買い増し
|
|
|
1991
|
McIlrath & Eck
Arlington,
Washington
|
$5960万
|
+$754万
|
12
|
4.42%
|
買い増し
|
|
|
1992
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$5957万
|
+$795万
|
6
|
2.31%
|
買い増し
|
|
|
1993
|
Kavar Capital Partners Group
Leawood,
Kansas
|
$5956万
|
-$12.4万
|
6
|
7.46%
|
減少
|
|
|
1994
|
Schwerin Boyle Capital Management
Springfield,
Massachusetts
|
$5953万
|
-$1258万
|
3
|
7.56%
|
減少
|
|
|
1995
|
SimplyRich
Carlsbad,
California
|
$5951万
|
+$9,726
|
8
|
15.22%
|
買い増し
|
|
|
1996
|
Ceredex Value Advisors
Orlando,
Florida
|
$5947万
|
+$973万
|
2
|
1.87%
|
買い増し
|
|
|
1997
|
Symphony Financial
Houston,
Texas
|
$5938万
|
+$396万
|
7
|
7.86%
|
買い増し
|
|
|
1998
|
Claro Advisors
Boston,
Massachusetts
|
$5931万
|
+$1230万
|
8
|
7.14%
|
買い増し
|
|
|
1999
|
Knuff & Co
Foster City,
California
|
$5927万
|
+$50万
|
8
|
17.86%
|
買い増し
|
|
|
2000
|
WS Management
Jacksonville,
Florida
|
$5897万
|
-$110万
|
2
|
5.21%
|
減少
|
|