|
1976
|
|
$29.3万
|
+$8,233
|
1
|
0.02%
|
買い増し
|
|
|
1977
|
Nadler Financial Group
Deerfield,
Illinois
|
$29.3万
|
-$810
|
1
|
0.05%
|
減少
|
|
|
1978
|
Eastern Bank
Boston,
Massachusetts
|
$29.2万
|
-$1.73万
|
1
|
0.02%
|
減少
|
|
|
1979
|
SlateStone Wealth
Jupiter,
Florida
|
$29.2万
|
+$28万
|
1
|
0.07%
|
新規
|
|
|
1980
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$29.1万
|
+$1.13万
|
1
|
0.02%
|
買い増し
|
|
|
1981
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$29.1万
|
+$6,884
|
1
|
0.06%
|
買い増し
|
|
|
1982
|
Premier Fund Managers
Guildford,
United Kingdom
|
$29.1万
|
+$4,247
|
1
|
0.01%
|
買い増し
|
|
|
1983
|
RS Crum Inc
Newport Beach,
California
|
$29.1万
|
$0
|
1
|
0.15%
|
維持
|
|
|
1984
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$29万
|
+$5.37万
|
1
|
0.14%
|
買い増し
|
|
|
1985
|
WrapManager Inc
Mill Valley,
California
|
$29万
|
+$2,025
|
1
|
0.09%
|
買い増し
|
|
|
1986
|
MA Private Wealth
San Carlos,
California
|
$28.9万
|
+$1.96万
|
1
|
0.07%
|
買い増し
|
|
|
1987
|
Montchanin Asset Management
Montchanin,
Delaware
|
$28.9万
|
+$27.7万
|
1
|
0.4%
|
新規
|
|
|
1988
|
Sepio Capital
Salt Lake City,
Utah
|
$28.9万
|
$0
|
1
|
0.03%
|
維持
|
|
|
1989
|
Syverson Strege & Co
West Des Moines,
Iowa
|
$28.9万
|
+$9.03万
|
1
|
0.11%
|
買い増し
|
|
|
1990
|
Procyon Advisors
Shelton,
Connecticut
|
$28.8万
|
-$3.33万
|
1
|
0.06%
|
減少
|
|
|
1991
|
Systematic Alpha Investments
Princeton,
New Jersey
|
$28.8万
|
$0
|
1
|
0.02%
|
維持
|
|
|
1992
|
Apella Capital
West Hartford,
Connecticut
|
$28.7万
|
+$2.78万
|
1
|
0.03%
|
買い増し
|
|
|
1993
|
McGowan Group Asset Management
Dallas,
Texas
|
$28.7万
|
+$405
|
1
|
0.05%
|
買い増し
|
|
|
1994
|
Norway Savings Bank
Portland,
Maine
|
$28.7万
|
$0
|
1
|
0.15%
|
維持
|
|
|
1995
|
Blue Barn Wealth
Orem,
Utah
|
$28.6万
|
+$1.59万
|
1
|
0.22%
|
買い増し
|
|
|
1996
|
Great Diamond Partners
Portland,
Maine
|
$28.6万
|
+$6.01万
|
1
|
0.1%
|
買い増し
|
|
|
1997
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$28.5万
|
+$27.3万
|
1
|
0.03%
|
新規
|
|
|
1998
|
United Community Bank
Greenville,
South Carolina
|
$28.4万
|
+$5,399
|
1
|
0.31%
|
買い増し
|
|
|
1999
|
Axiom Financial Strategies
New Albany,
Indiana
|
$28.4万
|
+$4.86万
|
1
|
0.15%
|
買い増し
|
|
|
2000
|
Eldridge Investment Advisors
Manchester,
New Hampshire
|
$28.3万
|
$0
|
1
|
0.11%
|
維持
|
|
