|
1976
|
Intrust Bank
Wichita,
Kansas
|
$6092万
|
+$91.6万
|
5
|
4.5%
|
買い増し
|
|
|
1977
|
Oaktree Capital Management
Los Angeles,
California
|
$6089万
|
+$5537万
|
1
|
0.85%
|
買い増し
|
|
|
1978
|
Oxford Financial Group
Carmel,
Indiana
|
$6077万
|
-$634万
|
7
|
3.08%
|
減少
|
|
|
1979
|
Bristol Gate Capital Partners
Toronto,
Ontario, Canada
|
$6076万
|
-$1434万
|
1
|
4.23%
|
減少
|
|
|
1980
|
Family Management
New York
|
$6075万
|
+$579万
|
7
|
6.23%
|
買い増し
|
|
|
1981
|
Greenwich Wealth Management
Greenwich,
Connecticut
|
$6074万
|
-$246万
|
6
|
2.21%
|
減少
|
|
|
1982
|
Catalyst Financial Partners
Boston,
Massachusetts
|
$6062万
|
+$335万
|
8
|
6.01%
|
買い増し
|
|
|
1983
|
Nicollet Investment Management
Minneapolis,
Minnesota
|
$6061万
|
+$30.2万
|
4
|
18.72%
|
買い増し
|
|
|
1984
|
IPG Investment Advisors
San Diego,
California
|
$6059万
|
+$446万
|
11
|
8.71%
|
買い増し
|
|
|
1985
|
WP Advisors
San Francisco,
California
|
$6059万
|
-$241万
|
7
|
14.66%
|
減少
|
|
|
1986
|
Moody National Bank Trust Division
Galveston,
Texas
|
$6048万
|
-$18.9万
|
9
|
5.01%
|
減少
|
|
|
1987
|
Bennett Selby Investments
Falmouth,
Maine
|
$6046万
|
+$101万
|
4
|
19.32%
|
買い増し
|
|
|
1988
|
WS Management
Jacksonville,
Florida
|
$6042万
|
$0
|
3
|
5.28%
|
維持
|
|
|
1989
|
Winthrop Advisory Group
Boston,
Massachusetts
|
$6037万
|
+$25.9万
|
7
|
4.07%
|
買い増し
|
|
|
1990
|
1776 Wealth
Atlanta,
Georgia
|
$6030万
|
-$34.5万
|
5
|
21.25%
|
減少
|
|
|
1991
|
AI-Squared Management
Hong Kong
|
$6028万
|
+$6137万
|
4
|
32.15%
|
買い増し
|
|
|
1992
|
Northside Capital Management
Hood River,
Oregon
|
$6028万
|
-$4.4万
|
6
|
4.93%
|
減少
|
|
|
1993
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$6025万
|
+$25.9万
|
9
|
2.95%
|
買い増し
|
|
|
1994
|
Cabot Wealth Management
Salem,
Massachusetts
|
$6018万
|
-$341万
|
5
|
6.13%
|
減少
|
|
|
1995
|
Yelin Lapidot Holdings Management
Tel Aviv,
Israel
|
$6017万
|
+$469万
|
4
|
11.41%
|
買い増し
|
|
|
1996
|
Rockline Wealth Management
Plainview,
New York
|
$6015万
|
-$15.3万
|
4
|
11.51%
|
減少
|
|
|
1997
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$6012万
|
+$12.6万
|
14
|
2.87%
|
買い増し
|
|
|
1998
|
Patton Albertson Miller Group
Chattanooga,
Tennessee
|
$5998万
|
+$73.4万
|
4
|
5.97%
|
買い増し
|
|
|
1999
|
Sloy Dahl & Holst
Vancouver,
Washington
|
$5996万
|
+$38.8万
|
3
|
7.4%
|
買い増し
|
|
|
2000
|
Pennsylvania Capital Management
Huntingdon Valley,
Pennsylvania
|
$5996万
|
-$423万
|
3
|
15.19%
|
減少
|
|