|
1976
|
Whalerock Point Partners
Providence,
Rhode Island
|
$1814万
|
+$21万
|
6
|
3.09%
|
買い増し
|
|
|
1977
|
Yelin Lapidot Holdings Management
Tel Aviv,
Israel
|
$1811万
|
+$3.76万
|
4
|
3.43%
|
買い増し
|
|
|
1978
|
Financial Sense Advisors
San Diego,
California
|
$1809万
|
+$182万
|
13
|
3.56%
|
買い増し
|
|
|
1979
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$1806万
|
-$386万
|
12
|
0.88%
|
減少
|
|
|
1980
|
Claro Advisors
Boston,
Massachusetts
|
$1806万
|
+$191万
|
13
|
1.9%
|
買い増し
|
|
|
1981
|
Peregrine Asset Advisers
Portland,
Oregon
|
$1801万
|
+$115万
|
6
|
3.91%
|
買い増し
|
|
|
1982
|
Sovran Advisors
San Diego,
California
|
$1801万
|
+$383万
|
14
|
1.34%
|
買い増し
|
|
|
1983
|
United Advisor Group
Cincinnati,
Ohio
|
$1800万
|
+$38.1万
|
10
|
1.9%
|
買い増し
|
|
|
1984
|
Jackson Hill Advisors
Houston,
Texas
|
$1798万
|
+$1658万
|
1
|
9.11%
|
新規
|
|
|
1985
|
Quantitative Investment Management
Charlottesville,
Virginia
|
$1797万
|
-$3463万
|
10
|
1.96%
|
減少
|
|
|
1986
|
BCWM LLC
Overland Park,
Kansas
|
$1780万
|
+$427万
|
2
|
5.2%
|
買い増し
|
|
|
1987
|
KPP Advisory Services
Louisville,
Kentucky
|
$1779万
|
+$598万
|
14
|
2.25%
|
買い増し
|
|
|
1988
|
Insight Wealth Strategies
San Ramon,
California
|
$1776万
|
+$856万
|
5
|
1.73%
|
買い増し
|
|
|
1989
|
Monetary Management Group
St Louis,
Missouri
|
$1776万
|
+$64.9万
|
16
|
3.65%
|
買い増し
|
|
|
1990
|
Fiduciary Alliance
Greenville,
South Carolina
|
$1774万
|
-$1500万
|
10
|
1.2%
|
減少
|
|
|
1991
|
Lifeworks Advisors
Grand Rapids,
Michigan
|
$1772万
|
+$374万
|
10
|
1.86%
|
買い増し
|
|
|
1992
|
Ally Financial
Detroit,
Michigan
|
$1772万
|
+$951万
|
6
|
2.29%
|
買い増し
|
|
|
1993
|
Citizens Business Bank
Ontario,
California
|
$1769万
|
-$29.5万
|
5
|
2.66%
|
減少
|
|
|
1994
|
Sustainable Insight Capital Management
New York
|
$1766万
|
-$213万
|
3
|
7.58%
|
減少
|
|
|
1995
|
First American Trust
Santa Ana,
California
|
$1766万
|
-$101万
|
9
|
1.06%
|
減少
|
|
|
1996
|
Renaissance Group
Covington,
Kentucky
|
$1765万
|
-$308万
|
4
|
0.72%
|
減少
|
|
|
1997
|
Pinnbrook Capital Management
New York
|
$1762万
|
+$284万
|
6
|
1.88%
|
買い増し
|
|
|
1998
|
Crow's Nest Holdings
Richmond,
Virginia
|
$1758万
|
-$1285万
|
1
|
5.32%
|
減少
|
|
|
1999
|
SS&H Financial Advisors
Troy,
Michigan
|
$1756万
|
+$1715万
|
11
|
4.49%
|
新規
|
|
|
2000
|
CCM Investment Advisers
Columbia,
South Carolina
|
$1755万
|
+$353万
|
3
|
1.36%
|
買い増し
|
|
