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Submission: On May 12 via api from CH
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We've detected you are on Internet Explorer. For the best Barrons.com experience, please update to a modern browser.GoogleFirefox Search News & Quotes BARRON'S TopicsMagazineDataAdvisorPenta100 Years Subscriber Benefits |Sign In 2021 Top Advisor Rankings by State Top 1200Top WomenIndependentTop 100Top TeamsInstitutionalRIA FirmsFind an Advisor 2021 TOP ADVISOR RANKINGS BY STATE AMERICA’S TOP 1,200 FINANCIAL ADVISORS Long read THE ALLURE OF HENRYS—HIGH EARNERS NOT YET RICH 2 min TOP ADVISOR: ‘NOW, ALL CLIENTS HAVE IMPACT INVESTMENTS’ 2 min FINANCIAL ADVICE FOR FOUR GENERATIONS OF A FAMILY 2 min A TOP ADVISOR SHIFTS TO CYCLICAL STOCKS 2 min Select a State: ... -- RESET -- Ala. Alaska Ariz. Ark. Calif. Colo. Conn. D.C. Del. Fla. Ga. Hawaii Idaho Ill. Ind. Iowa Kan. Ky. La. Maine Md. Mass. Mich. Minn. Miss. Mo. Mont. Neb. Nev. N.H. N.J. N.M. N.Y. N.C. N.D. Ohio Okla. Ore. Pa. R.I. S.C. S.D. Tenn. Texas Utah Vt. Va. Wash. W. Va. Wis. Wyo. 20212020NameFirmCityStateIndividuals (Up to $1mil)High Net Worth ($1-10 mil)Ultrahigh Net Worth ($10 mil+)FoundationsEndowmentsInstitutionalTotal Assets ($mil)Typical Account ($mil)Typical Net Worth ($mil)11Tony SmithUBS Wealth ManagementBirminghamAla.••3,8351010025Jeff RobertsAmeriprise FinancialBirminghamAla.•••7550.61.532Robert RunkleMerrill Lynch Wealth ManagementMontgomeryAla.••••1,1831.53.7543Wes ClaytonTwickenham AdvisorsHuntsvilleAla.••••1,22062056Jerry DuncanUBS Wealth ManagementBirminghamAla.••3,8351010064Camper O'NealMerrill Lynch Wealth ManagementBirminghamAla.••••••87481078Michael MullisSecurities AmericaVestavia HillsAla.••••7400.952.2589Brian WoodkeMerrill Lynch Wealth ManagementBirminghamAla.••••1,2174.57.5910Steven HudsonAmeriprise FinancialBirminghamAla.•••5971.93.910NS. Wesley CarpenterMerrill Lynch Wealth ManagementFairhopeAla.••••494231111William HidenMorgan Stanley Wealth ManagementBirminghamAla.•••1,86347.51212Palmer WhitingMerrill Lynch Wealth ManagementMobileAla.••5022512Ryan CallawayAmeriprise FinancialAnchorageAlaska••5351121Jeff LeonardRaymond JamesAnchorageAlaska••••1,0252.753.7533Kenneth JonesMerrill Lynch Wealth ManagementAnchorageAlaska•••7112.5844Thomas KonopMorgan Stanley Wealth ManagementAnchorageAlaska•••2791.5355Peter JuraszMerrill Lynch Wealth ManagementJuneauAlaska•••4342.5106NTammy HeadUBS Wealth ManagementAnchorageAlaska••••••1,11951012Steven SchultzUBS Wealth ManagementPhoenixAriz.•••1,56851021Trevor WildeWilde Wealth Management GroupScottsdaleAriz.•••1,3150.751.9533Robert BancroftMorgan Stanley Private Wealth ManagementScottsdaleAriz.••1,552254045Glenn PahnkeRBC Wealth ManagementScottsdaleAriz.•••1,1003.5856David StahleMerrill Lynch Wealth ManagementGilbertAriz.••••••2,9233567Michael ButtMorgan Stanley Wealth ManagementScottsdaleAriz.•••7102.5378Jeffry KorteMerrill Lynch Wealth ManagementScottsdaleAriz.••••7191.83.75820Paul GrovesMorgan Stanley Wealth ManagementScottsdaleAriz.••2,3483550911Michael HudakMerrill Private Wealth ManagementPhoenixAriz.••2,59210251010Brian FriedmanMerrill Lynch Wealth ManagementPhoenixAriz.••••1,2748181117Stephen HarndenAmeriprise FinancialPeoriaAriz.•••638121213Brian CrawfordWells Fargo AdvisorsTucsonAriz.••••1,1001.52.5139Nick KarabasCreative Planning - Scottsdale AZScottsdaleAriz.•••5470.31.51412James MartenMerrill Lynch Wealth ManagementPhoenixAriz.••••••2,4443.55.515NDamon MillerTFO PhoenixPhoenixAriz.••2,51118.5251615Ruth TransueWells Fargo AdvisorsTucsonAriz.•••680241716Alan GendlerMerrill Lynch Wealth ManagementScottsdaleAriz.•••5051.5518NJane RojasMorgan Stanley Wealth ManagementTucsonAriz.••••582461919Christopher DownsMerrill Lynch Wealth ManagementGilbertAriz.•••9282.253.52014Steve RabinAmeriprise FinancialMesaAriz.•••70012.52124Mark FeldmanMRA AssociatesPhoenixAriz.•••3,78411.411.42221Jacob DuffyBairdScottsdaleAriz.•••5311.53.523NNayan RanchhodAmeriprise FinancialScottsdaleAriz.•••4480.72.52423Renee HansonAmeriprise FinancialPhoenixAriz.••5471.53.52526Charles "Chip" PisoniRBC Wealth ManagementScottsdaleAriz.•••4712.1426NAdam BrooksABLE Financial GroupScottsdaleAriz.••••4750.753.52725Joe Di VitoRBC Wealth ManagementPhoenixAriz.••••5292.5528NScot BenefielMerrill Lynch Wealth ManagementScottsdaleAriz.••4013.572927Mark SteinGalvin, Gaustad & SteinScottsdaleAriz.•••4281.53.253030Sean WaltzMerrill Lynch Wealth ManagementPhoenixAriz.••••5544611Allen Homra *Edward JonesStuttgartArk.•••81311.222Joseph SmallAmeriprise FinancialLittle RockArk.••5440.5133John EngskovMerrill Lynch Wealth ManagementLittle RockArk.•••2,21259.546Hardy WinburnUBS Wealth ManagementLittle RockArk.••••5732.2654Douglas JacksonMerrill Lynch Wealth ManagementLittle RockArk.•••2,21289.56NRobby BaderRaymond JamesSpringdaleArk.••••4813511Gregory VaughanMorgan Stanley Private Wealth ManagementMenlo ParkCalif.••••32,4397515023Mark T. CurtisMorgan Stanley GraystonePalo AltoCalif.••••••157,6601530321Francis X. MaloneMorgan Stanley Private Wealth ManagementLos AngelesCalif.•••28,3832575426Jon NeuhausMorgan Stanley Private Wealth ManagementLos AngelesCalif.•••28,378257552Andy ChaseMorgan Stanley Private Wealth ManagementMenlo ParkCalif.••20,000103064Karen McDonaldMorgan Stanley Wealth ManagementPalo AltoCalif.••••138,22631075Mark DouglassMorgan Stanley Private Wealth ManagementMenlo ParkCalif.••••32,4397515089Troy GrieppMorgan Stanley Private Wealth ManagementSan FranciscoCalif.•••24,586505096Spuds PowellKayne Anderson Rudnick Investment ManagementLos AngelesCalif.••42,20010201012Dorian McKelvyMorgan Stanley Private Wealth ManagementMenlo ParkCalif.•••7,9172.510118Mark SchultenTSG Wealth ManagementLong BeachCalif.••••3,839471211Alan WhitmanMorgan Stanley Wealth ManagementPasadenaCalif.•••3,102515137Drew ZagerMorgan Stanley Private Wealth ManagementLos AngelesCalif.••13,012302001410Jon GoldsteinFirst Republic Investment ManagementMenlo ParkCalif.••4,578501001518Gillian YuMorgan Stanley Private Wealth ManagementSan FranciscoCalif.•7,901501001614Eric GrayMerrill Private Wealth ManagementLos AngelesCalif.•16,57360801720Drew FreidesUBS Private Wealth ManagementLos AngelesCalif.••5,357406018NRichard JonesMerrill Private Wealth ManagementLos AngelesCalif.•••16,12150751922Dana JacksonMorgan Stanley GraystoneMenlo ParkCalif.•••20,00025502019Reza ZafariMerrill Private Wealth ManagementLos AngelesCalif.•••16,12150752127Robert InbodyMorgan Stanley Wealth ManagementLa JollaCalif.••••2,970101022NTim EmanuelsMorgan Stanley Private Wealth ManagementSan FranciscoCalif.•••12,014501002328Shane BrisbinMorgan Stanley Private Wealth ManagementSan FranciscoCalif.••4,89430502429Rich PetitMorgan Stanley Private Wealth ManagementMenlo ParkCalif.•••12,014501002531Brian SharpesMorgan Stanley GraystoneWalnut CreekCalif.••3,626501002640Cheryl L. YoungMorgan Stanley Wealth ManagementLos GatosCalif.•••2,4828252736Matthew BabrickFirst Republic Investment ManagementLos AngelesCalif.••••3,75550802862David BahnsenThe Bahnsen GroupNewport BeachCalif.••2,1777.5102935Michael KanigherUBS Private Wealth ManagementLos AngelesCalif.•5,35740603024Laila PencePence Wealth ManagementNewport BeachCalif.•••3,1842.583146Ash ChopraMerrill Private Wealth ManagementSan FranciscoCalif.•••5,755601003216Dagny MaidmanFirst Republic Investment ManagementSan FranciscoCalif.•••3,334505003333John ShaddenMorgan Stanley Private Wealth ManagementLong BeachCalif.•••••3,3617.5223434Jim BerlinerWestmount Asset ManagementLos AngelesCalif.••••3,3413.593523Elaine MeyersJ.P. Morgan Wealth ManagementSan FranciscoCalif.••3,250503003638Craig ChiateUBS Private Wealth ManagementCentury CityCalif.••3,80540503739Randy PetersonFirst Republic Investment ManagementSan FranciscoCalif.•••2,080122538NPeter ArbogastMerrill Private Wealth ManagementSan FranciscoCalif.•••14,34625503941Vicken EkmekjianCIBC Private Wealth ManagementSan FranciscoCalif.•••1,70430604051Greg OnkenJ.P. Morgan Wealth ManagementSan FranciscoCalif.•••3,50015254137Thomas MyersBordeaux Wealth AdvisorsMenlo ParkCalif.••2,69720404264Sean YuMorgan Stanley Private Wealth ManagementPasadenaCalif.•••1,54512504376James GreenfieldMorgan Stanley Private Wealth ManagementSan FranciscoCalif.•••2,04420304456Lisa DetannaRaymond JamesBeverly HillsCalif.•••••3,1507114544Chad EvansMorgan Stanley Wealth ManagementNewport BeachCalif.•21,8103001,0004655Tom PalecekSummit Trail AdvisorsSan FranciscoCalif.•••1,88431504749Inna KellyMorgan Stanley Wealth ManagementSan FranciscoCalif.•••1,81020304853Jesse BrombergMorgan Stanley Wealth ManagementSan FranciscoCalif.•••1,6527.612.454965Michael BreenMerrill Private Wealth ManagementSan FranciscoCalif.•••14,34625505045Karl WolfslauMorgan Stanley Wealth ManagementLong BeachCalif.••1,4680.852.55150L. Greg FullmerMorgan Stanley Private Wealth ManagementLos AngelesCalif.••1,186257552NDuncan RolphMiracle Mile AdvisorsLos AngelesCalif.••1,9314.112.55367Chris WilkensBaker Street AdvisorsSan FranciscoCalif.••10,20020305485Chris CliffordUBS Private Wealth ManagementSan FranciscoCalif.••2,03520405557Emily Van HoorickxUBS Wealth ManagementSan JoseCalif.•••7,3302105687Ned GibbonsMorgan Stanley Private Wealth ManagementMenlo ParkCalif.••3,38825505769Philippe HartlMerrill Private Wealth ManagementCentury CityCalif.••5,936501005842Darren EdwardsMorgan Stanley Private Wealth ManagementLos AngelesCalif.••1,64125505961Keith TanabeMerrill Lynch Wealth ManagementLos AngelesCalif.••••••6,0075156088Gerard ZellMorgan Stanley Private Wealth ManagementMenlo ParkCalif.••3,35725506147Tripp TaylorNeuberger BermanSan FranciscoCalif.•••98910466258Debbie JorgensenMerrill Lynch Wealth ManagementSan FranciscoCalif.••••1,92830656371Michael GenoveseGenovese Burford & BrothersSacramentoCalif.•••••4,2340.852.564NJohn CardenteMerrill Private Wealth ManagementSan FranciscoCalif.•••9,014502506548Gail ReidAmeriprise FinancialGlendaleCalif.•••1,694346694Andrew BaschMorgan Stanley Private Wealth ManagementLos AngelesCalif.•••3,717102567NGabriel JayUBS Private Wealth ManagementWalnut CreekCalif.•••••1,480576882Brian FirringWells Fargo AdvisorsBeverly HillsCalif.••2,10030506968Lisa ReedNeuberger BermanLos AngelesCalif.••9807.8107084Grant LeeMorgan Stanley Private Wealth ManagementSan FranciscoCalif.••4,18215257174Roger WackerUBS Private Wealth ManagementLos AngelesCalif.•••4,133155072NJack WongMorgan Stanley Wealth ManagementMountain ViewCalif.••••1,309152573NPreston WaltersMerrill Lynch Wealth ManagementSan FranciscoCalif.•••36,586707507466Tracey GluckJ.P. Morgan Wealth ManagementLos AngelesCalif.••1,58010157577George PapadoyannisAmeriprise FinancialSan MateoCalif.•••4,400287670Mike BurbankMorgan Stanley Private Wealth ManagementSan FranciscoCalif.••2,054278577NSteve LevineFirst Republic Investment ManagementLos AngelesCalif.•••••1,82925507883Sam SchonerFirst Republic Investment ManagementSan FranciscoCalif.••••1,87351079116Richard PalmerMorgan Stanley Private Wealth ManagementSan FranciscoCalif.•••••24,0283050802 Nev.Mark BinderUBS Private Wealth ManagementLos AngelesCalif.•3,80540508175Harlan SpinnerUBS Private Wealth ManagementLos AngelesCalif.•••••2,33425508280Seth HayeMorgan Stanley Wealth ManagementWestlake VillageCalif.•••1,3453.558389Michael AllardCalBay InvestmentsDanvilleCalif.•••1,0261.648491Brett BerryFirst Republic Investment ManagementMenlo ParkCalif.••••1,01382085107Jeffrey TraumMorgan Stanley Private Wealth ManagementMenlo ParkCalif.••••2,3388508692Michael BaumerMorgan Stanley Private Wealth ManagementSan FranciscoCalif.••4,89430508786Carolyn TaylorWeatherly Asset ManagementDel MarCalif.•••9362.6588115Darren PfeffermanMorgan Stanley Private Wealth ManagementSan DiegoCalif.••••2,339103089NNazie Saffari-MoiniMerrill Lynch Wealth ManagementBeverly HillsCalif.•••1,0591.253.59073Adam S. GoldsteinAmeriprise FinancialCalabasasCalif.•••1,68413.59178James KleinMorgan Stanley Private Wealth ManagementLos AngelesCalif.•••922154092NRichard GordonFirst Republic Investment ManagementSan FranciscoCalif.•••1,801102093101Micah ScheinbergAlex. Brown | Raymond JamesCentury CityCalif.••1,960184594NGarrett BlandMorgan Stanley Private Wealth ManagementLos AngelesCalif.•••642125095NMark UdisCamden CapitalManhattan BeachCalif.••3,91150509679Renee FourcadeUBS Wealth ManagementLos AngelesCalif.••••2,936101297NSean McKennaMorgan Stanley Wealth ManagementOaklandCalif.•••2,0654898NSteven SojaFirst Republic Investment ManagementSan FranciscoCalif.••••1,058101599NGreg SainStifelLos AngelesCalif.•••1,2002050100NEmily BachMorgan Stanley Wealth ManagementOrindaCalif.•••1,16546101109Sonny KothariMerrill Lynch Wealth ManagementBreaCalif.••1,4324.25710263James DemmertMain Street ResearchSausalitoCalif.•••••1,100320103100Jeffrey GermainWells Fargo AdvisorsLos AngelesCalif.••1,3601332104102Alma GuimarinMorgan Stanley Wealth ManagementSan JoseCalif.•••1,13831510593Gary FournierJ.P. Morgan Wealth ManagementLos AngelesCalif.•••••1,310102510698Philip WaltersWells Fargo AdvisorsBeverly HillsCalif.•••4,284815107NAnouchka BalogMorgan Stanley Wealth ManagementLaguna NiguelCalif.•••727510108NDrew CorradiniJ.P. Morgan Wealth ManagementSan FranciscoCalif.•••3,5001525109103Ryan McClellanUBS Private Wealth ManagementLos AngelesCalif.••3,333305011081James McCabeWells Fargo AdvisorsBeverly HillsCalif.••••1,550102511196Mark HebnerIndex Fund AdvisorsIrvineCalif.•••1,2073.23.211243Keith WebsterFirst Republic Investment ManagementNewport BeachCalif.••••1,5822540113NPhillip ScottMerrill Lynch Wealth ManagementWalnut CreekCalif.•••844312114104David JasperUBS Private Wealth ManagementSan FranciscoCalif.•••1,8645050115108Daniel MurphyMorgan Stanley Wealth ManagementMenlo ParkCalif.••••46,6401020116105Michael EvansUBS Private Wealth ManagementSan FranciscoCalif.•••1,864505011795Sean BricmontFirst Republic Investment ManagementSan FranciscoCalif.••9467.515118NLaura WardFirst Republic Investment ManagementSan FranciscoCalif.••••1,658510119NRobert CarmichaelRBC Wealth ManagementWalnut CreekCalif.••••89057120NAric ZamelUBS Private Wealth ManagementBeverly HillsCalif.•••••1,144102011Shawn FowlerMorgan Stanley Private Wealth ManagementDenverColo.•••6,3693579210Max BullMorgan Stanley Private Wealth ManagementDenverColo.•••6,337357933Wally ObermeyerObermeyer Wood Investment CounselAspenColo.••1,9003.52042Pamela RosenauThe Rosenau Group at HightowerAspenColo.••1,23772554Donna Di IanniMerrill Lynch Wealth ManagementAspenColo.•••1,42510.82067Melissa Corrado-HarrisonUBS Private Wealth ManagementDenverColo.••9542510076Carl HooverMerrill Private Wealth ManagementDenverColo.••1,3481525818Michael CaplanUBS Wealth ManagementDenverColo.•••673510912Brent HablutzelMerrill Lynch Wealth ManagementGreenwood VillageColo.•••5692.23.2109Gary CooperUBS Wealth ManagementDenverColo.•••1,970725118Scott ThistedMerrill Private Wealth ManagementDenverColo.••1,348152512NJoseph BrienzaUBS Private Wealth ManagementDenverColo.•••1,081251501317Joseph JaniczekJaniczek Wealth ManagementDenverColo.••6863.571414Brad BickhamColorado Financial ManagementBoulderColo.••••1,628231516Steve BoorenProsperion Financial AdvisorsGreenwood VillageColo.•••95021016NDavid SurofchekMorgan Stanley Wealth ManagementColorado SpringsColo.•••1,215351713Mark R. BrownBrown & CompanyDenverColo.••58761318NAli PhillipsObermeyer Wood Investment CounselAspenColo.••1,9003.52011Jeff ErdmannMerrill Private Wealth ManagementGreenwichConn.•9,557406023Paul TramontanoFirst Republic Investment ManagementGreenwichConn.••2,996405034William GrecoUBS Wealth ManagementHartfordConn.••••3,928101546Brian HetheringtonMerrill Private Wealth ManagementNew CanaanConn.••3,245253058Harold TrischmanMorgan Stanley Wealth ManagementGreenwichConn.••••••2,4225206NThomas FrameMorgan Stanley Private Wealth ManagementGreenwichConn.••1,695510711Bryan StepanianAlex. Brown | Raymond JamesGreenwichConn.•••3,000100150810Thomas VacheronMerrill Private Wealth ManagementFairfieldConn.••1,940820913Charles J. Noble IIIJanney Montgomery ScottNew HavenConn.•••1,144612109Terence MarkeyMorgan Stanley Wealth ManagementGreenwichConn.•••4,27730501116Peter ChiecoMorgan Stanley Wealth ManagementGreenwichConn.•••2,3017151214Jeffrey CorlissRDM Financial Group at HightowerWestportConn.•••8923.571312Nancy DaoudAmeriprise FinancialOxfordConn.••1,576241421Rob GiannettiMerrill Private Wealth ManagementGreenwichConn.•9,55740601529Ivan DolginsMerrill Lynch Wealth ManagementStamfordConn.••••3,8100.7511615H. Denis TonerFirst Republic Investment ManagementGreenwichConn.•••1,16225501720Chris JewellWells Fargo AdvisorsGreenwichConn.••••1,2006351826Jason CernigliaAmeriprise FinancialMysticConn.••1,385251918Teresa JacobsenUBS Private Wealth ManagementStamfordConn.•••77915262019David GoodwinMerrill Lynch Wealth ManagementHartfordConn.•••7616122117Matthew SombergGottfried & Somberg Wealth ManagementGlastonburyConn.••••••9902.552232Richard T. GoodwinMerrill Lynch Wealth ManagementMadisonConn.••3,3603523NAnthony FagellaRaymond JamesGreenwichConn.•••1,275102524NJon NewmanAmeriprise FinancialGreenwichConn.•••4002102528Thomas HutchisonMerrill Lynch Wealth ManagementNew HavenConn.••1,730452623Joshua KampfMerrill Lynch Wealth ManagementNew HavenConn.••1,7303.552725Will GourdUBS Private Wealth ManagementStamfordConn.•••2,01120252822Ken SteevesCreative Planning - Orange CTOrangeConn.••••1,2350.94.429NRobert PaolucciPrinciple Wealth PartnersMadisonConn.•••1,6082.353030Chad CzerwinskiUBS Wealth ManagementHartfordConn.•••1,7725103124John GoodwinMorgan Stanley Private Wealth ManagementStamfordConn.•••2,577407532NMichael FreeburgGreenwich Wealth ManagementGreenwichConn.•••1,57210253331Lawrence HaertelUBS Wealth ManagementGreenwichConn.•••7833634NWilliam DonnellMerrill Private Wealth ManagementGreenwichConn.••••1,29452535NMatthew WunderNorthwestern Mutual Wealth ManagementWestportConn.•••6710.751.636NThomas MantioneUBS Private Wealth ManagementStamfordConn.••1,170172511Marvin McIntyreMorgan Stanley Private Wealth ManagementWashingtonD.C.•••4,1567.52525John M. WilliamsMorgan Stanley Private Wealth ManagementWashingtonD.C.•••••2,636203533Michael O'NeillMorgan Stanley Private Wealth ManagementWashingtonD.C.••2,8982830412Keith AptonUBS Wealth ManagementWashingtonD.C.••••2,14563056Brett AnthonyMorgan Stanley Wealth ManagementWashingtonD.C.•••••4,22410256NDexter WalkerMorgan Stanley Private Wealth ManagementWashingtonD.C.••2,1251250710James WohlgemuthMorgan Stanley Private Wealth ManagementWashingtonD.C.••8951825811John ReimMorgan Stanley Private Wealth ManagementWashingtonD.C.••8802025914H.L. "Trip" McLaughlin IIIMorgan Stanley Wealth ManagementWashingtonD.C.•••••4,2141025107James NewUBS Private Wealth ManagementWashingtonD.C.•••2,8681525118Michael FreimanMorgan Stanley Wealth ManagementWashingtonD.C.•••1,7351.531213Tom RietanoMerrill Private Wealth ManagementWashingtonD.C.••••6,299102513NNick FranciaUBS Wealth ManagementWashingtonD.C.•••2,1456301419John McKnightMerrill Lynch Wealth ManagementWashingtonD.C.•••1,6552.55159William FinnertyUBS Private Wealth ManagementWashingtonD.C.•••71210201620Richard HarrisAlex. Brown | Raymond JamesWashingtonD.C.•••••2,8007.5251717Frederick ShrevesWells Fargo AdvisorsWashingtonD.C.••••••3,400361822Skip MoosherMorgan Stanley Wealth ManagementWashingtonD.C.•••1,1237101918Barry HaffnerUBS Wealth ManagementWashingtonD.C.•••8885.5122015Gregory MarcusUBS Private Wealth ManagementWashingtonD.C.••779255021NTodd KingsleyAlex. Brown | Raymond JamesWashingtonD.C.•••••2,8007.5252221William SlaterMerrill Private Wealth ManagementWashingtonD.C.••1,41910142323Paul GoreeMerrill Lynch Wealth ManagementWashingtonD.C.•••1,5306102424Hammond HanUBS Wealth ManagementWashingtonD.C.••••••2,60651011Kimberlee OrthAmeriprise FinancialWilmingtonDel.••••3,0036.4516.325Peni WarrenMerrill Lynch Wealth ManagementDoverDel.•••7231.5232Thomas RiceMerrill Lynch Wealth ManagementWilmingtonDel.•••1,4623.5743Michael KoppenhaverMerrill Lynch Wealth ManagementDoverDel.•••7772.25.55NThomas WeisenfelsMerrill Lynch Wealth ManagementWilmingtonDel.••5001.12.564Donald DeWees Sr.Wells Fargo AdvisorsGreenvilleDel.•••••1,0202412 N.Y.Brian PfeiflerMorgan Stanley Private Wealth ManagementPalm BeachFla.••••14,3475010025 N.Y.Kevin PetersMorgan Stanley Wealth ManagementPalm BeachFla.•••7,61115.342.7531Thomas MoranMoran Wealth ManagementNaplesFla.••••3,265525461 N.Y.Scott SiegelMorgan Stanley Wealth ManagementBoca RatonFla.•••7,371102553Adam CarlinMorgan Stanley Private Wealth ManagementCoral GablesFla.••3,128253562Louis ChiavacciMerrill Private Wealth ManagementCoral GablesFla.•3,188357574Roy AppleJ.P. Morgan Wealth ManagementPalm Beach GardensFla.•••2,733513847 N.Y.Mark DonohueMorgan Stanley Wealth ManagementPalm Beach GardensFla.•••••2,3492040914Don d'AdeskyRaymond JamesBoca RatonFla.••••4,677510108Robert DoyleDoyle Wealth ManagementSt. PetersburgFla.•••1,14524116Michael BoberUBS Private Wealth ManagementBoca RatonFla.••2,2521225127Peter BermontRaymond JamesCoral GablesFla.•••••2,70020301310John ElwawMorgan Stanley Wealth ManagementMiamiFla.•••1,53610100149Ed VentriceUBS Private Wealth ManagementBoca RatonFla.••2,25212251511Todd MollProvenance Wealth Advisors | Raymond JamesFort LauderdaleFla.•••••2,90010351631Jose CabreraRaymond JamesCoral GablesFla.••••••4,6775101719Richard AltieriMorgan Stanley Wealth ManagementBoca RatonFla.•••••1,1445101835Dominic CasanuevaMerrill Lynch Wealth ManagementLakewood RanchFla.•••6,40922.51918Keith RowlingMerrill Lynch Wealth ManagementPalm BeachFla.•••1,16610202016William KingMerrill Lynch Wealth ManagementVero BeachFla.••••1,0908222123Jason StephensUBS Private Wealth ManagementNaplesFla.••1,39415252217Margaret StarnerRaymond JamesCoral GablesFla.•••1,208572344 Pa.Al BorisAlex. Brown | Raymond JamesNaplesFla.••1,0798102433Lawrence CatenaMerrill Private Wealth ManagementNaplesFla.••94430502521Michael McCainWells Fargo AdvisorsNaplesFla.••2,21010152642Louise ArmourJ.P. Morgan Wealth ManagementPalm Beach GardensFla.•••1,12210302724Kenneth BurkeMerrill Lynch Wealth ManagementHeathrowFla.••1,55020302826Andrew SchultzMorgan Stanley Wealth ManagementMiami BeachFla.••86115302950Michelle MayerMerrill Private Wealth ManagementNaplesFla.•••1,22620503070Thomas RuggieRuggie Wealth ManagementTavaresFla.••••1,0071.4331NMichael RomanchukMerrill Lynch Wealth ManagementMiamiFla.••••1,4417153239Trevor FriedMorgan Stanley Wealth ManagementFort LauderdaleFla.•••881253325William MerriamMerrill Lynch Wealth ManagementJacksonvilleFla.••••••1,052253437Aimee CoganMorgan Stanley Wealth ManagementSarasotaFla.•••••1,15310203544Daryn PingletonMerrill Lynch Wealth ManagementWest Palm BeachFla.•••1,118483630Ghislain GouraigeUBS Private Wealth ManagementCoral GablesFla.••••2,029305037NNick SadowskyUBS Private Wealth ManagementBoca RatonFla.••3,07620503828Manish MehtaUBS Private Wealth ManagementOrlandoFla.••••1,078453920Janet Franco GordonMorgan Stanley Wealth ManagementCoral GablesFla.••9056.5204041Thais PiotrowskiAmeriprise FinancialBoca RatonFla.•••1,1930.751.24146William LaPatoMerrill Lynch Wealth ManagementBoca RatonFla.•••7495842NAdam PalmerMorgan Stanley GraystoneTampaFla.••••••8,174554313Christopher AitkenUBS Private Wealth ManagementPonte Vedra BeachFla.••74825504445Kurt SylviaJ.P. Morgan Wealth ManagementPalm Beach GardensFla.•••81510204556Rachel BarzilayMerrill Lynch Wealth ManagementBoca RatonFla.•••1,0276104654Gregory O'HareMerrill Private Wealth ManagementPalm Beach GardensFla.••84815304756 N.Y.Douglas BraffUBS Wealth ManagementWest Palm BeachFla.••••5,7655204855Scott MacaioneEaton Vance WaterOak AdvisorsWinter ParkFla.••••2,152364936Steven WagnerOmnia Family WealthAventuraFla.••1,91730505048Gregory PollockMerrill Lynch Wealth ManagementRockledgeFla.••••2,10545.55160Michael SilverBaron Silver Stevens Financial AdvisorsBoca RatonFla.•••••722145229Randy HallierCreative Planning - Cape Coral FLCape CoralFla.••••9020.52.25322David EmmaHightower NaplesNaplesFla.•••8467255451Adam RosenfeldMerrill Lynch Wealth ManagementMiamiFla.••806301505553Lucas HaberMerrill Lynch Wealth ManagementDaytona BeachFla.•••6192.1535675Jeremy RuccioMerrill Lynch Wealth ManagementMiamiFla.••818501005752Stephen CurleyEaton Vance WaterOak AdvisorsWinter ParkFla.•••2,15212.51558NAndrew PlumUBS Wealth ManagementWest Palm BeachFla.••9021012.55973Erick EllsweigMerrill Lynch Wealth ManagementWest Palm BeachFla.•••1,6443.556080Stephen RuvitusoMerrill Private Wealth ManagementJupiterFla.••89615356143Kevin JohnsonMorgan Stanley Private Wealth ManagementNaplesFla.••75825506281Trent LeydaMorgan Stanley Wealth ManagementVero BeachFla.•••1,290102063NJeff HausingerRaymond JamesTampaFla.•••6600.61.26461Neil KishterMerrill Private Wealth ManagementBoca RatonFla.•••1,09957.56563Nadine MillerMorgan Stanley Wealth ManagementMiamiFla.•••7561.666664Steve McGovernMerrill Lynch Wealth ManagementStuartFla.•••6635.257.7567NBrad BergAmeriprise FinancialClearwaterFla.••7871.251.568NMatthew LytellRiverwalk Wealth Advisors | Northwestern MutualTampaFla.•••9322.6669NMark ThompsonRaymond JamesMelbourneFla.•••755497072Douglas SimonAlex. Brown | Raymond JamesPalm BeachFla.•••••9029157159Mickey SilvermanRaymond JamesBoca RatonFla.•••1,9505127266Keith JacobyJacoby Nealon & McCain Wealth Management Group of Wells Fargo AdvisorsNaplesFla.•••2,21010157378Joel ManingsMerrill Lynch Wealth ManagementSt. PetersburgFla.•••7171.227462Sergio AkselradJ.P. Morgan Wealth ManagementMiamiFla.••1,52515307568Chris GarvinUBS Wealth ManagementFort LauderdaleFla.•••1,1055127671George PerezGenTrustMiamiFla.••2,14610.710.77765Chris LeeperRaymond JamesJacksonvilleFla.••1,0251.52.578NWilliam HoytRaymond JamesSt. PetersburgFla.•••7442.557969Adam MeinrodRaymond JamesJacksonvilleFla.••1,0251.52.580NJ. Thomas SmithUBS Private Wealth ManagementPalm Beach GardensFla.••••790101581NJeremy PaulPerigon Wealth ManagementBoca RatonFla.••••8540.75108282Miguel ViyellaWells Fargo AdvisorsMiamiFla.••••86910208384Brian ShamboMerrill Lynch Wealth ManagementVero BeachFla.•••9614.37.584NPatrick WallMorgan Stanley Wealth ManagementMiamiFla.•••2,854407511Rod WestmorelandMerrill Private Wealth ManagementAtlantaGa.••5,749405522James HansbergerMorgan Stanley Private Wealth ManagementAtlantaGa.•••2,500306034Robert BalentineBalentineAtlantaGa.••••3,33217.72543Brian FrankMorgan Stanley Private Wealth ManagementAtlantaGa.•••1,990520516Andrew HarbourMorgan Stanley GraystoneAtlantaGa.•••••8,0563567Wes MossCapital Investment AdvisorsAtlantaGa.••2,8871.252.57NCraig SavageWilliam BlairAtlantaGa.••••4,667203089Ron HughesMerrill Private Wealth ManagementAtlantaGa.•1,211455098Buck Wiley IIIMerrill Private Wealth ManagementAtlantaGa.•••2,16020301011John MontgomeryUBS Private Wealth ManagementAtlantaGa.••91818.5321113Al ParkerMorgan Stanley Wealth ManagementAtlantaGa.•1,63550751212Bert PonderMerrill Private Wealth ManagementAtlantaGa.•••1,95115301318Donna JoynerMerrill Lynch Wealth ManagementAlpharettaGa.•••9829151415Earle DoddUBS Wealth ManagementAtlantaGa.••2,9833507001521Saul LevyMorgan Stanley Wealth ManagementAtlantaGa.••1,724101816NJustin RyanRockefeller Capital ManagementAtlantaGa.••1,494501251710Vandyke PriceUBS Private Wealth ManagementAtlantaGa.••3,41530401817Michael HinesConsolidated Planning Corporation | Raymond JamesAtlantaGa.••••8432.541923Leslie LauerUBS Private Wealth ManagementAtlantaGa.•••3,521254020NCharles HokeCIBC Private Wealth ManagementAtlantaGa.••1,33926.6202125Jay JowersMerrill Private Wealth ManagementAtlantaGa.•••1,95120302226David SkidMorgan Stanley Wealth ManagementAtlantaGa.•••1,3695102320Graham RobertsMorgan Stanley Wealth ManagementAtlantaGa.••1,7226.5102424Scott ThompsonCIBC Private Wealth ManagementAtlantaGa.••1,64439.15252528Ryan SmithNorthwestern Mutual Wealth ManagementAtlantaGa.•••8882.5526NTodd UrowskyUBS Wealth ManagementAtlantaGa.•••2,445101227NJames EasterlingMorgan Stanley Wealth ManagementAtlantaGa.••••1,56151028NThomas EppersonRockefeller Capital ManagementAtlantaGa.••932255029NMark RosenbergMorgan Stanley Wealth ManagementAtlantaGa.••••1,694153029Andy ZagerUBS Wealth ManagementAtlantaGa.•••6073513Peter BackusMorgan Stanley Wealth ManagementHonoluluHawaii••••••1,3262522Alan KodamaAmeriprise FinancialHonoluluHawaii••4250.41.435James BennettMorgan Stanley Wealth ManagementHonoluluHawaii••••1,3911.653.7541Matthew MegordenUBS Wealth ManagementHonoluluHawaii•••55651054Jason MiyashitaRaymond JamesMaiteHawaii••••••1,54551066Peter EhrmanMorgan Stanley Wealth ManagementHonoluluHawaii•••••1,3981.53.511Robert Brian KingRBC Wealth ManagementEagleIdaho•••••75551023Bruce DavidsonWells Fargo AdvisorsBoiseIdaho••••54251035Sandra DaltonUBS Wealth ManagementBoiseIdaho••••75531044Robert BraccoMerrill Lynch Wealth ManagementBoiseIdaho•••4794552Justin SamplesAmeriprise FinancialBoiseIdaho••••75411.666Uwe RuttkeMerrill Lynch Wealth ManagementBoiseIdaho•••70148.514John CultraWilliam BlairChicagoIll.•••4,33317.52522Steven HefterHLM Capital Wealth ManagementHighland ParkIll.••5,850152031Paul TashimaUBS Wealth ManagementChicagoIll.••••30,2058010046Thomas WilsonWilliam BlairChicagoIll.••3,0141015512David MabieChicago CapitalChicagoIll.•••2,40051067Brian HahnNeuberger BermanChicagoIll.••1,8002050710Andrew GriffoMorgan Stanley Wealth ManagementChicagoIll.•••23,421102088Michael GallagherMorgan Stanley Wealth ManagementChicagoIll.••••7,9141.55915Raj BhatiaMerrill Private Wealth ManagementChicagoIll.••••1,891152010NSteve JesanisWilliam BlairChicagoIll.•••2,7296251117Scott MagnesenMorgan Stanley Wealth ManagementOak BrookIll.•••4,29311.51216James WhitneyMorgan Stanley GraystoneChicagoIll.••3,838459013NCarlette McMullanWilliam BlairChicagoIll.••••1,656271443Tom BridgesCIBC Private Wealth ManagementChicagoIll.•••3,9443.77.51521Louise LaneWilliam BlairChicagoIll.••••1,672261633Robert FixWilliam BlairChicagoIll.•••1,3271.551724Daniel FriesMerrill Lynch Wealth ManagementChicagoIll.•••1,209371835Steve ElkinsWilliam BlairChicagoIll.•••1,442151911Louis PasterUBS Wealth ManagementChicagoIll.••••30,2058010020NErin DickesCIBC Private Wealth ManagementChicagoIll.••1,5885.752160Kevin LynchMorgan Stanley Wealth ManagementChicagoIll.••2,05541552229Daniel GrantWilliam BlairChicagoIll.••1,52915252326Kristina Van LiewMorgan Stanley GraystoneChicagoIll.••••6,8331501002428Linda StephansMorgan Stanley GraystoneChicagoIll.••••6,8271501002522Michael SchafferWells Fargo AdvisorsLake ForestIll.••••3,45015302627Tom KilbornMerrill Lynch Wealth ManagementNorthbrookIll.•••1,092572739Kathleen RoeserMorgan Stanley Wealth ManagementChicagoIll.•••1,6458152823Mark ThorndykeMerrill Lynch Wealth ManagementChicagoIll.•••1,6467.59.52932Ted DavisMorgan Stanley Wealth ManagementChicagoIll.•••9012.533048Brad DeHondMorgan Stanley Private Wealth ManagementChicagoIll.•••2,69250603137David WrightMerrill Private Wealth ManagementChicagoIll.•••2,54730503231Sharon OberlanderMerrill Lynch Wealth ManagementChicagoIll.•••1,5955.5123330Walter JR GondeckThe Lerner GroupDeerfieldIll.•••1,3605103440Joseph KartheiserMorgan Stanley Private Wealth ManagementChicagoIll.••1,60315253538Russell McLeanMcLean Wealth Management GroupOak BrookIll.•••2,0412.573625Matthew DilligThe Dillig Bowen Group at HightowerChicagoIll.•1,23735503736James OberheideMorgan Stanley Private Wealth ManagementChicagoIll.•••3,50350753842Benjamin KleinMerrill Lynch Wealth ManagementNorthbrookIll.•••96057.53944Michael CohenMorgan Stanley Wealth ManagementChicagoIll.••1,6341.524034David WilkinsonMorgan Stanley Wealth ManagementChicagoIll.•••94435404141Jay MaltbyUBS Private Wealth ManagementChicagoIll.••2,60410204252Peter LeeSummit Trail AdvisorsChicagoIll.•••2,38325554351Sean LannanMorgan Stanley Wealth ManagementChicagoIll.••2,89022.544NRobert SiracusanoWells Fargo Advisors Financial NetworkNapervilleIll.•••7752.534556Brian SpeersMerrill Lynch Wealth ManagementOak BrookIll.•••1,4763.554653Dan HoffmannMorgan Stanley Wealth ManagementChicagoIll.••2,8882.52.54749Ajay DesaiUBS Private Wealth ManagementChicagoIll.•••1,7975030048NMichael SakachMorgan Stanley GraystoneChicagoIll.••3,81445504957David SheppardMerrill Lynch Wealth ManagementDeer ParkIll.••768795058Kyle ChudomMorgan Stanley Wealth ManagementOak BrookIll.•••1,045135145Joseph SilichMorgan Stanley Wealth ManagementChicagoIll.••1,07871352NBruce BeckerMorgan Stanley Wealth ManagementChicagoIll.•••9487205350Benjamin LeshemHLM Capital Wealth ManagementHighland ParkIll.••5,85015205454John HammondMerrill Lynch Wealth ManagementNorthbrookIll.••1,062685555Christopher GarrityMerrill Lynch Wealth ManagementNorthbrookIll.•••1,3702656NBrian MarshallWilliam BlairChicagoIll.••••8173557NWesley TateUBS Wealth ManagementOakbrook TerraceIll.•••6233.5558NRod LoewenthalUBS Wealth ManagementNorthbrookIll.••9144559NJason BeckwithMerrill Lynch Wealth ManagementChicagoIll.•••8892560NJacqueline MossWilliam BlairChicagoIll.••915304011Wm. Craig DobbsMorgan Stanley GraystoneIndianapolisInd.•31,873242.8192.1525John CateMerrill Lynch Wealth ManagementIndianapolisInd.•••17,80342510032John PerryMorgan Stanley Wealth ManagementIndianapolisInd.••1,245254043Martin GregorMerrill Private Wealth ManagementIndianapolisInd.•••••2,410255054Eric PayneMerrill Lynch Wealth ManagementIndianapolisInd.•••2,36857.566Christopher MooreAmeriprise FinancialFort WayneInd.•••1,2242.254.377Ronald MenciasMerrill Lynch Wealth ManagementIndianapolisInd.•••2,36857.58NBrian CookeCooke Financial GroupIndianapolisInd.••••2,150468NChris CookeCooke Financial GroupIndianapolisInd.••••2,15046108Jonathan KlausnerMorgan Stanley Wealth ManagementIndianapolisInd.•••2,51451111NBrian AustinAmeriprise FinancialIndianapolisInd.••9000.752129Daniel FinleyMerrill Lynch Wealth ManagementFort WayneInd.••••1,019251311John DuffyMorgan Stanley Wealth ManagementIndianapolisInd.••••2,50641114NJohn SchutzBairdEvansvilleInd.••6520.751.31512K. Gregory AkersMerrill Lynch Wealth ManagementIndianapolisInd.••••1,136251618Kevin McMullenMerrill Lynch Wealth ManagementIndianapolisInd.•••56722.251710Scott SaxeWells Fargo AdvisorsEvansvilleInd.•••741121816Morris HancockMerrill Lynch Wealth ManagementIndianapolisInd.•••72333.512Matt FryarWells Fargo AdvisorsDes MoinesIowa••8755724Jeffrey BrandtAmeriprise FinancialFort DodgeIowa•••7490.35431Bryan BoesenMorgan Stanley Wealth ManagementDes MoinesIowa•••75951043Timothy FinucanEdward JonesWebster CityIowa•••6490.75455Jerry AskJerry K. Ask Investment Services | Raymond JamesCedar RapidsIowa••4620.50.666Joshua DenningAmeriprise FinancialFort MadisonIowa••••5350.1111Tim SuttonCreative PlanningOverland ParkKan.••••1,1030.42.123Scott FergusonMorgan Stanley Wealth ManagementLeawoodKan.•••••1,3401835Trey BarnesMariner Wealth AdvisorsOverland ParkKan.••••2,1761.864NTim WerthWerth Wealth Mangement | Raymond JamesHaysKan.••••••1,0222552Jay BeebeCreative PlanningOverland ParkKan.••••1,0870.73.0564Richard HomuthMerrill Lynch Wealth ManagementLeawoodKan.••••8697.4911Barry BarlowMerrill Lynch Wealth ManagementLouisvilleKy.••••1,03247.525Philip McCauleyMorgan Stanley Wealth ManagementLouisvilleKy.••••1,1887.51034Travis MusgraveMerrill Lynch Wealth ManagementLexingtonKy.••••8285748Thomas PerroneMorgan Stanley Wealth ManagementLouisvilleKy.••••1,1571.82.955NWilliam WatsonAmeriprise FinancialOwensboroKy.••••1,1410.72611Morgan FisterMorgan Stanley Wealth ManagementLexingtonKy.•••8671179Dan FoutchBairdGlasgowKy.••••80512810Scott KellyMerrill Private Wealth ManagementLouisvilleKy.•••1,9277510092Douglas KiskerAmeriprise FinancialCrestview HillsKy.••5272.252.5107Dean DonohueAmeriprise FinancialLouisvilleKy.•••6051.752.8511NCharles MercerMerrill Lynch Wealth ManagementLouisvilleKy.••••84051012NMark SwitowUBS Private Wealth ManagementLouisvilleKy.••8176.52212Curtis EustisMerrill Lynch Wealth ManagementNew OrleansLa.•••••1,2628.52023Rick FrayardUBS Private Wealth ManagementLafayetteLa.•••••1,6941.75334James SpiroMorgan Stanley Wealth ManagementNew OrleansLa.••••2,181154NScott HardieMerrill Lynch Wealth ManagementNew OrleansLa.•••1,397475NJacque KuchtaUBS Wealth ManagementNew OrleansLa.•••6953665Don CelestinMorgan Stanley Wealth ManagementMandevilleLa.••••9753.51011Brian ClementRBC Wealth ManagementPortlandMaine••••6561.65.522Jeremiah BurnsMorgan Stanley Wealth ManagementPortlandMaine•••58052033Thomas Gower IIIUBS Wealth ManagementBangorMaine•••6243.14.145Todd DoolanMorgan Stanley Wealth ManagementPortlandMaine••••4231.7356Robertson BreedF.L.Putnam Investment Management CompanyPortlandMaine•••••3,374376NMark LeightonMorgan Stanley Wealth ManagementPortlandMaine••4001211Robert SchererMorgan Stanley GraystonePotomacMd.•••••10,476252522Kent PearceMerrill Lynch Wealth ManagementTowsonMd.••1,89281533Joseph JacquesJacques FinancialRockvilleMd.•••1,25512.544Ted SmithUBS Private Wealth ManagementBaltimoreMd.•••1,3734010057James MeekMorgan Stanley GraystoneBaltimoreMd.•••••2,506323565Peter DunneMerrill Lynch Wealth ManagementBethesdaMd.•••••2,733405076Jeff LeventhalHightower BethesdaBethesdaMd.••1,0183.51088E. Geoffrey SellaSPC Financial | Raymond JamesRockvilleMd.••9830.91.6910Barry GarberAlex. Brown | Raymond JamesBaltimoreMd.•••3,91815251011Ross CharkatzMorgan Stanley GraystonePotomacMd.••••••9,96625251119Ann Marie EterginoRBC Wealth ManagementChevy ChaseMd.••••••1,3587.5151214Brett CliffordMorgan Stanley Private Wealth ManagementBaltimoreMd.••1,31215301316Gregory BakerMerrill Lynch Wealth ManagementBethesdaMd.•••1,1123.55149Larry BoggsWells Fargo AdvisorsCumberlandMd.•••••1,175351515Robert CollinsCollins Investment GroupBethesdaMd.•••887371618Jonathan MurrayUBS Wealth ManagementHunt ValleyMd.•••••1,550241712Peter MallerMaller Wealth AdvisorsHunt ValleyMd.•••8852.27.418NPhil RauchWilliam BlairBaltimoreMd.••••1,0625201917Patricia BaumRBC Wealth ManagementAnnapolisMd.•••1,756102519NNicholas SerenyiMorgan Stanley Wealth ManagementRockvilleMd.•••3,0543521NThomas LeeLee, Sipe & Associates | Raymond JamesRockvilleMd.•••8202322NRyan BowmanMorgan Stanley Wealth ManagementRockvilleMd.•••2,454352320Frank DingleRBC Wealth ManagementBaltimoreMd.•••8821.83.82424William OrrMerrill Private Wealth ManagementFrederickMd.••••1,172102014Peter PrinciMorgan Stanley GraystoneBostonMass.•••••7,1107.52021Raj SharmaMerrill Private Wealth ManagementBostonMass.•7,882101532Kevin GrimesGrimes & CompanyWestboroughMass.•••3,10431043Susan KaplanKaplan Financial ServicesNewtonMass.••2,252410516Richard F. ConnollyMorgan Stanley Private Wealth ManagementBostonMass.••••••7,80920306NBrian StrachanMorgan Stanley Private Wealth ManagementBostonMass.•••2,199101878Thomas BartholomewBartholomew & CompanyWorcesterMass.••••3,02625821Victor T. LivingstoneMorgan Stanley Private Wealth ManagementBostonMass.•••••4,49635100911Daniel WilsonAmeriprise FinancialAuburndaleMass.••3,4360.55109John LechnerMorgan Stanley Private Wealth ManagementBostonMass.••4,79625100115Daniel WienerAdviser InvestmentsNewtonMass.•••6,0491.52.51210Devin CondronMorgan Stanley Private Wealth ManagementBostonMass.••1,6202575137Charles S. Bean IIIHeritage Financial ServicesWestwoodMass.•••1,6012.541423Cory SchauerAlex. Brown | Raymond JamesBostonMass.••2,04010251524Raju PathakMorgan Stanley Wealth ManagementBostonMass.•••1,517820166William SullivanUBS Private Wealth ManagementBostonMass.••1,61825501712Mary MullinMerrill Lynch Wealth ManagementBostonMass.••2,1007.5121814Peter NoonanJ.P. Morgan Wealth ManagementBostonMass.•••2,77215751913Richard MillerAmeriprise FinancialWellesleyMass.•••1,2750.71.52017John SpoonerMorgan Stanley Wealth ManagementBostonMass.•••1,1491.582115David JavaheriMorgan Stanley Wealth ManagementWellesleyMass.••1,4937152218Ira RapaportNew England Private Wealth AdvisorsWellesleyMass.••2,1367923NEric RiakCIBC Private Wealth ManagementBostonMass.•1,719107.4515024NDebra BredeD.K. Brede Investment ManagementNeedhamMass.••••1,11823.52519Gary McGuirkMerrill Private Wealth ManagementBostonMass.••2,282255026NStephen KelliherMorgan Stanley Wealth ManagementNorwellMass.••••••3,55010102720Mark JoyceMerrill Lynch Wealth ManagementBostonMass.•••1,5403102825Carl CafaroMerrill Lynch Wealth ManagementNewtonMass.••2,20610252926Mark WinthropWinthrop WealthWestboroughMass.•••1,627383030Timothy ConnollyUBS Wealth ManagementBostonMass.••••1,100152511Charles C. ZhangZhang FinancialPortageMich.••••3,6383522David KudlaMainstay Capital ManagementGrand BlancMich.••••3,0761433Jeffrey FratarcangeliFratarcangeli Wealth ManagementBirminghamMich.•••2,25082044Dana LocniskarMerrill Private Wealth ManagementTroyMich.••3,018152556Gary RanTelemus CapitalSouthfieldMich.•••3,0842.84.6565Philip AppelMerrill Lynch Wealth ManagementBloomfield HillsMich.••2,5306.577NTimothy LongMerrill Lynch Wealth ManagementGrand RapidsMich.•••••4,7087.51088Melissa SpicklerMerrill Lynch Wealth ManagementBloomfield HillsMich.••••1,3372597Kevin VanDykeBloomfield Hills FinancialBloomfield HillsMich.•••1,558241010Brian BriceMorgan Stanley GraystoneBirminghamMich.••••4,4905101113David BrazenAmeriprise FinancialTroyMich.••2,354131211Leo StevensonMerrill Lynch Wealth ManagementWyandotteMich.•••••8621.521312Frank MooreVintage Financial ServicesAnn ArborMich.••6931.321424Frank MigliazzoMerrill Private Wealth ManagementTroyMich.••2,32120301517Marie VanerianMerrill Lynch Wealth ManagementTroyMich.•••••2,29325201625Bruce BallardMerrill Lynch Wealth ManagementFarmington HillsMich.•••1,622551719Abraham PostMerrill Lynch Wealth ManagementTroyMich.•••9714.1101814Timothy BriceMorgan Stanley GraystoneBirminghamMich.••••4,4405101915Nicole ChristiansMerrill Lynch Wealth ManagementFarmington HIllsMich.••••2,284152020Aaron RomainMerrill Lynch Wealth ManagementFarmington HillsMich.••••2,284152122Richard BloomBloom AdvisorsFarmington HillsMich.••1,1870.712223Michael RosloniecMorgan Stanley GraystoneGrand RapidsMich.•••••5,0811102502325William MackayMerrill Lynch Wealth ManagementGrand RapidsMich.••••4,708101524NChris WilkerMorgan Stanley Wealth ManagementTroyMich.•••6941.552527Jay McGillMerrill Lynch Wealth ManagementAuburn HillsMich.•••9612.552628Bruce JohnsonCapTrustHollandMich.•••••1,41651027NKenneth FruehaufWells Fargo AdvisorsGrosse PointeMich.••••1,9465102817Scott BerneckerMerrill Lynch Wealth ManagementGrand RapidsMich.••••••1,566101529NEric FurlotteAmeriprise FinancialFarmington HillsMich.•••2,354133016Sheryl StephensStephens Wealth Management Group | Raymond JamesFlintMich.••••6561312Richard S. BrownJNBA Financial AdvisorsMinneapolisMinn.•••1,6471.5221Brad WheelockRBC Wealth ManagementSaint CloudMinn.••••1,6002.5537Louis CloseUBS Private Wealth ManagementMinneapolisMinn.•••1,857102043Christina BoydMerrill Lynch Wealth ManagementWayzataMinn.••1,55471556Charlie KelleyCompass Capital ManagementMinneapolisMinn.••••1,6025865Thomas DreesMorgan Stanley Wealth ManagementBloomingtonMinn.•••1,10381578Ben MarksMarks Group Wealth ManagementMinnetonkaMinn.••••1,48925823Jesse BullUBS Private Wealth ManagementWayzataMinn.•••1,13546910David A. OlsonMorgan Stanley Wealth ManagementRochesterMinn.•••6323.57.51014Michael SlaggieSlaggie Capital Group | Raymond JamesWinonaMinn.••••1,56512.51115Robert SwillerUBS Wealth ManagementMinneapolisMinn.•••8002101213Aaron HoweRBC Wealth ManagementWayzataMinn.•••7975101320Randy DoroffAmeriprise FinancialMinneapolisMinn.••8171.221411Jacob CreydtUBS Wealth ManagementBloomingtonMinn.••••1,0123.551517Frank SummersMerrill Lynch Wealth ManagementMinneapolisMinn.•••1,0311.52.51618Mark JoernAmeriprise FinancialMinneapolisMinn.••9502.541716Royal JarosAmeriprise FinancialApple ValleyMinn.•••8740.952.118NMichelle YoungAmeriprise FinancialEdinaMinn.••••7890.92.319NRhett NeumanRBC Wealth ManagementStillwaterMinn.•••621132021Scott KaulsMerrill Lynch Wealth ManagementMinneapolisMinn.••646342122William SukupWealth Enhancement GroupWoodburyMinn.•••53511.522NChris LeeWells Fargo AdvisorsBloomingtonMinn.•••7501.85239Michael ErpeldingErpelding Wealth ManagementEdinaMinn.•••6820.30.32424Theresa WardMerrill Private Wealth ManagementMinneapolisMinn.•••••687102011Bill Rush MosbyUBS Wealth ManagementJacksonMiss.••••1,2672.5422John McRaeRaymond JamesMeridianMiss.••••••8530.4133Arthur FinkelbergRaymond JamesRidgelandMiss.••••5311.5244Lynn Phillips-GainesPhillips Financial | Raymond JamesStarkvilleMiss.•••2811255Bill GearyRaymond JamesJacksonMiss.••••8352666Wheeler ParkerMerrill Lynch Wealth ManagementRidgelandMiss.•••4291211Michael MoellerMoeller Investment GroupChesterfieldMo.•••••2,020352NMichael JefferiesUBS Wealth ManagementKansas CityMo.••••3,4421332Bud KingUBS Private Wealth ManagementSaint LouisMo.••1,28592343Diane CompardoMoneta GroupClaytonMo.••1,633151854Mark WilkinsUBS Private Wealth ManagementSaint LouisMo.••81736.17565Seth MurrayAmeriprise FinancialSpringfieldMo.••2,4781278Gordon Hamilton IIIMorgan Stanley Wealth ManagementKansas CityMo.•••1,4261.251.25813Kathleen YoungermanMorgan Stanley Private Wealth ManagementChesterfieldMo.•••405356099Theresa GorinMerrill Lynch Wealth ManagementChesterfieldMo.•••722341011James HiseMerrill Private Wealth ManagementKansas CityMo.•••1,1491618116Dennis WilliamsMorgan Stanley Private Wealth ManagementKansas CityMo.•••1,263712.5127Robert MillnerMorgan Stanley Wealth ManagementClaytonMo.•••1,326251315Donald SwansonEdward JonesJoplinMo.•••5410.50.91416Scott UnderwoodSocium Advisors | Northwestern MutualSaint LouisMo.•••6931.151517James MooreWells Fargo AdvisorsClaytonMo.•••••750361610Barbara ArcherHightower Wealth Advisors St. LouisSaint LouisMo.••••829241712Bradford KoenemanMoneta GroupClaytonMo.••••5708101818Michael LowryMerrill Private Wealth ManagementKansas CityMo.••1,149151811James B. StackStack Financial ManagementWhitefishMont.•••1,3971.75523Jared LosingAmeriprise FinancialMissoulaMont.•••7340.3234William RoyerUBS Wealth ManagementBillingsMont.•••••1,070374NTodd VralstedUBS Wealth ManagementBillingsMont.•••••1,0702752Charles WagnerMerrill Lynch Wealth ManagementBillingsMont.•••••1,97622.565Scott KnutsonWells Fargo AdvisorsHelenaMont.••••4371.66.511Jonathan BeukelmanUBS Private Wealth ManagementLincolnNeb.••••3,55352523Andrew RobinsonMorgan Stanley Wealth ManagementOmahaNeb.•••1,6498.51536Jim SiemonsmaMariner Wealth AdvisorsOmahaNeb.•••1,3510.9342Ryan SwartzCreative Planning - Omaha NEOmahaNeb.••••2,3370.73.255Jason DworakUBS Private Wealth ManagementLincolnNeb.••1,12382064John GarlockRBC Wealth ManagementOmahaNeb.•••••8492.5411Randy GarciaThe Investment Counsel CompanyLas VegasNev.•••1,35751023Deborah DanielsonDanielson Financial Group | LPL FinancialLas VegasNev.•••4852535Nadine FaulisMerrill Lynch Wealth ManagementLas VegasNev.•••9496204NJohn BadwickMorgan Stanley Wealth ManagementRenoNev.•••64131054James SmallUBS Wealth ManagementLas VegasNev.•••1,14424.66NGeoffrey LeeAmeriprise FinancialHendersonNev.•••7001.12.511Robert BonfiglioAmeriprise FinancialBedfordN.H.••7112322John HabigMorgan Stanley Wealth ManagementPortsmouthN.H.•••4531.5333Brian DoyleWells Fargo AdvisorsHanoverN.H.•••••1,20051046P. Kevin O'BrienWells Fargo AdvisorsPortsmouthN.H.•••4381.53.554Sean DoyleMerrill Lynch Wealth ManagementManchesterN.H.••••4351.92.565Stephen LoughmanWells Fargo AdvisorsHanoverN.H.•••••1,20051015Gary TantleffUBS Wealth ManagementWarrenN.J.••5,68110.61022Mary DeatherageMorgan Stanley Private Wealth ManagementLittle FallsN.J.••••3,105102534Daniel SchwartzUBS Private Wealth ManagementParamusN.J.••2,3001025410Frank SeminaraMorgan Stanley Private Wealth ManagementFlorham ParkN.J.••2,2861020529Richard UdineMorgan Stanley Wealth ManagementMount LaurelN.J.•••1,5363.25568Mark LippmanWells Fargo AdvisorsLinwoodN.J.••••1,8002.54712John MiceraRBC Wealth ManagementFlorham ParkN.J.•••••1,4756.212.589Bruce PomerantzWells Fargo AdvisorsShort HillsN.J.•••1,733715911Christopher CookMerrill Lynch Wealth ManagementFlorham ParkN.J.••1,977510103David WeinermanMorgan Stanley Wealth ManagementFlorham ParkN.J.•••5,086815116Michael RiccaMorgan Stanley Wealth ManagementFlorham ParkN.J.•••5,0788151216Andy SchwartzBleakley Financial GroupFairfieldN.J.•••1,922251313Elliott KugelMerrill Lynch Wealth ManagementBridgewaterN.J.••••1,7292.541415James McLaughlinPrinceton Wealth Advisors | Raymond JamesPrincetonN.J.•••2,2615101517Joseph MatinaUBS Private Wealth ManagementShort HillsN.J.•••1,5355101618Mark FendrickUBS Wealth ManagementMount LaurelN.J.••1,101461714Thomas MeyerMeyer Capital GroupMarltonN.J.•••1,1741.531819Jack BurkeMerrill Lynch Wealth ManagementFlorham ParkN.J.••4,7537151921Bruce GsellMerrill Lynch Wealth ManagementIselinN.J.••••12,9212.5520NScott MahoneyMorgan Stanley Private Wealth ManagementMorristownN.J.•••1,0461525217L. 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Peter Traphagen Jr.Traphagen Investment AdvisorsOradellN.J.•••84811.548NAugust ZenziusMerrill Lynch Wealth ManagementParamusN.J.•••6441.5413Brian CochranJohn Moore Associates | Raymond JamesAlbuquerqueN.M.•••6111.5321Michael StevensMerrill Lynch Wealth ManagementAlbuquerqueN.M.•••••9933732Michael BlackwellMorgan Stanley Wealth ManagementAlbuquerqueN.M.•••8421.62.24NChristopher CatesRBC Wealth ManagementAlbuquerqueN.M.•••••1,2003555Charles ReardonMorgan Stanley Wealth ManagementAlbuquerqueN.M.••••8961.53.56NRyan MummertMorgan Stanley Wealth ManagementAlbuquerqueN.M.••••9142.5511Lyon PolkMorgan Stanley Private Wealth ManagementNew YorkN.Y.••27,8485015024Richard SapersteinTreasury PartnersNew YorkN.Y.•••19,7362530316Ron VinderMorgan Stanley Private Wealth ManagementNew YorkN.Y.•9,7605020047Ron BasuMorgan Stanley Private Wealth ManagementNew YorkN.Y.•••7,5095015056Seth FinkelNeuberger BermanNew YorkN.Y.•••2,9871020633Jonathan KuttinAmeriprise FinancialHauppaugeN.Y.•••2,88714713Martin HalbfingerUBS Wealth ManagementNew YorkN.Y.•••3,986203589Scott WilsonMorgan Stanley Private Wealth ManagementNew YorkN.Y.••8,5901540924Jim DetterickMorgan Stanley GraystoneNew YorkN.Y.•••36,5295101012Stephanie J. StiefelNeuberger BermanNew YorkN.Y.•••2,51115451114Scott StackmanUBS Private Wealth ManagementNew YorkN.Y.•••4,684752501223Frank MarzanoGM Advisory GroupMelvilleN.Y.•••3,86120301337Holly Newman KroftNeuberger BermanNew YorkN.Y.•••2,3617151419Jason KatzUBS Wealth ManagementNew YorkN.Y.•••3,3845151550Michael SawyerMorgan Stanley Private Wealth ManagementNew YorkN.Y.•4,210501001615Robert StolarMorgan Stanley Private Wealth ManagementNew YorkN.Y.••2,96850751721Noel WeilMerrill Private Wealth ManagementNew YorkN.Y.•••10,04625501817Russell RabitoUBS Private Wealth ManagementNew YorkN.Y.•••5,32410171920William PetersonNeuberger BermanNew YorkN.Y.••1,9506.5132022Richard ZinmanMorgan Stanley Wealth ManagementNew YorkN.Y.••3,87620752168Shawn RubinMorgan Stanley Private Wealth ManagementNew YorkN.Y.••3,37110252234Leigh CohenMerrill Private Wealth ManagementNew YorkN.Y.••7,73825502335Virginia GuyNeuberger BermanNew YorkN.Y.•••1,6509202446Jonathan KassMerrill Lynch Wealth ManagementNew YorkN.Y.••••6,79210252529Josh GullyMorgan Stanley Private Wealth ManagementNew YorkN.Y.•••4,34140602632Evan SteinbergMorgan Stanley Private Wealth ManagementNew YorkN.Y.••••3,75310152762Alexandra FuhrmannCIBC Private Wealth ManagementNew YorkN.Y.••1,80315202838John OlsonMerrill Lynch Wealth ManagementNew YorkN.Y.••1,9478152952Patrick J. 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Brown | Raymond JamesNew YorkN.Y.•••80025500110118Michael TaggartJ.P. Morgan Wealth ManagementNew YorkN.Y.•••9001020111NDan HayesAmeriprise FinancialRochesterN.Y.•••1,3530.40.8112117Joseph EislerMorgan Stanley Private Wealth ManagementNew YorkN.Y.•••1,9713070113NTodd FormanMorgan Stanley Private Wealth ManagementNew YorkN.Y.••••3,740810114NLarry RothenbergFirst Republic Investment ManagementNew YorkN.Y.••1,816510115NKishore SettyCIBC Private Wealth ManagementNew YorkN.Y.••1,3781520116NShaun Van VlietFirst Republic Investment ManagementNew YorkN.Y.••1,81651011764Todd PerryUBS Private Wealth ManagementNew YorkN.Y.••4,0712540118NWilliam SchoffUBS Wealth ManagementRochesterN.Y.••••1,9311025119NChris SebastianMerrill Lynch Wealth ManagementBuffaloN.Y.•••1,21335120NMarc KaretskyMorgan Stanley Private Wealth ManagementNew YorkN.Y.••1,404254011William OliverWells Fargo AdvisorsCharlotteN.C.••1,507102023Brett HogeTruist Investment ServicesWinston-SalemN.C.•••••1,38551532John McCardellMerrill Lynch Wealth ManagementCharlotteN.C.•••5,36651044Adam LandauMorgan Stanley Private Wealth ManagementCharlotteN.C.•••1,07720100510George SeamenMerrill Lynch Wealth ManagementRaleighN.C.••••1,1484665Kelly GravesCarroll FinancialCharlotteN.C.•••7711.94712Bob McCarthyRBC Wealth ManagementRaleighN.C.••1,5693.61586Patrick RushTriad Financial AdvisorsGreensboroN.C.••732129NBill SmithUBS Wealth ManagementRaleighN.C.•••1,3301015108Lee Bryan IIIAlex. Brown | Raymond JamesWinston-SalemN.C.•••••4,4002525119Rick FisherFisher Wealth ManagementBurlingtonN.C.••••700121218Jason ZaksAlex. Brown | Raymond JamesWinston-SalemN.C.•••••4,40025251315Mark WalkerAmeriprise FinancialCharlotteN.C.•••1,1591.32.514NEdwin PurcellMerrill Lynch Wealth ManagementFayettevilleN.C.••••••9771.52.51513William NormannThe Normann Financial Group | Raymond JamesSanfordN.C.•••8583516NKathleen MaloneWells Fargo AdvisorsCharlotteN.C.••3,8707121722Lee MorrisMorgan Stanley GraystoneRaleighN.C.•••••5,84260401816Kim HoffmanEdward JonesWilsonN.C.••48112197Chris DavisWells Fargo AdvisorsDavidsonN.C.•••3,0101.52.52017Thorne JamesMerrill Lynch Wealth ManagementRaleighN.C.•••5841.82.42121Bill SpryAlex. 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Neil StikeleatherMerrill Lynch Wealth ManagementCharlotteN.C.•••5350.752.52726Keith NormanMerrill Lynch Wealth ManagementWinston-SalemN.C.•••1,13133.752825Scott YoungMerrill Lynch Wealth ManagementWinston-SalemN.C.•••1,13133.752930Mike BellEdward JonesHickoryN.C.•••4470.813029Robert EdmondsAmeriprise FinancialGreensboroN.C.•••4240.50.6511Troy NelsonEdward JonesBismarckN.D.•••6881.63.923Greg TschetterEdward JonesMinotN.D.•••••3440.40.853NMatthew EngenMerrill Lynch Wealth ManagementFargoN.D.•••59937.546Dave SchlafmanAmeriprise FinancialBismarckN.D.••••2,8560.51.552Joel BirdAmeriprise FinancialBismarckN.D.•••2,8560.75165Thomas ReuleEdward JonesDevils LakeN.D.••2440.40.711Valerie NewellMariner Wealth AdvisorsCincinnatiOhio•••3,70837.522David SingerMerrill Private Wealth ManagementCincinnatiOhio••3,800304034David EllisUBS Private Wealth ManagementCincinnatiOhio••2,1146.3845Kevin MyeroffNCA Financial PlannersClevelandOhio•••1,7783353Randy CarverRaymond JamesMentorOhio••1,7600.91.568Stephen FishUBS Wealth ManagementCincinnatiOhio•••1,267410715Brian EdwardsMorgan Stanley Wealth ManagementColumbusOhio••••1,370310813Thomas RobertsonMorgan Stanley GraystoneColumbusOhio•••••4,38025912Linnell SullivanMerrill Lynch Wealth ManagementCincinnatiOhio••1,900810106Michael ChasnoffTruepoint Wealth CounselCincinnatiOhio••••3,3263811NJohn PalgutaMAI Capital ManagementClevelandOhio••1,40311.516.8127Peter MottaMerrill Private Wealth ManagementColumbusOhio•••2,71810251311Daniel RoeBudros, Ruhlin & RoeColumbusOhio••••2,850451418Elizabeth ArmitageMerrill Lynch Wealth ManagementCincinnatiOhio••••2,74225.5159Richard "Rip" HaleMorgan Stanley Wealth ManagementBeavercreekOhio•••••9832.53.51623Dean D. TrindleMorgan Stanley Wealth ManagementCincinnatiOhio•••65911.51716Joseph ChornyakChornyak & AssociatesColumbusOhio•••1,1802.551814Joel GuthGryphon Financial PartnersColumbusOhio•••1,1585.26.51919James BarsellaWells Fargo AdvisorsHudsonOhio•••••7,70010202017Sidney JonesMerrill Lynch Wealth ManagementCanfieldOhio••••1,376462110Paul CarbettaAmeriprise FinancialPowellOhio•••2,0430.82.42220Jeffery ChaddockAmeriprise FinancialGahannaOhio•••2,3521.11.523NRobert BultUBS Wealth ManagementCincinnatiOhio•••2,5218252426John KriegerMerrill Lynch Wealth ManagementPepper PikeOhio•••1,0683525NCraig FindleyVenture Visionary PartnersSylvaniaOhio••••1,400452624Jeffrey StewartMorgan Stanley Wealth ManagementDublinOhio•••1,1365102725Jon ShaneMerrill Lynch Wealth ManagementPepper PikeOhio••••1,7043528NLuke WileyUBS Wealth ManagementCincinnatiOhio•••7432.22.52928Kenneth WiseUBS Wealth ManagementSylvaniaOhio•••3,743353030Steven ZangmeisterRaymond JamesMedinaOhio••6700.51.511James JohnsonMorgan Stanley Private Wealth ManagementOklahoma CityOkla.•••1,2002010022Michael MazzeiTulsa Wealth Advisors | Raymond JamesTulsaOkla.••••8851.5534Matthew MongerMerrill Lynch Wealth ManagementTulsaOkla.••••7633.5543Steve JelleyMerrill Lynch Wealth ManagementTulsaOkla.••••9523.61055Jeffrey BlumenthalWells Fargo AdvisorsOklahoma CityOkla.••••1,0502.3566Jana ShouldersMariner Wealth AdvisorsTulsaOkla.••••1,9953977Donald JacksonUBS Wealth ManagementTulsaOkla.••4430.751.25812T. Paul EagletonThe Eagleton Brown Investment GroupTulsaOkla.••••1,2700.519NJim EagletonThe Eagleton Brown Investment GroupTulsaOkla.•••••1,27011109Matt R. CainMerrill Lynch Wealth ManagementTulsaOkla.•••1,9154.1611ND. Kurt MorganMerrill Lynch Wealth ManagementTulsaOkla.•••1,9152.5612NJeff GalvinMorgan Stanley Wealth ManagementTulsaOkla.••49051011Judith McGeeRaymond JamesPortlandOre.•••7681322Rebecca DeCesaroFirst Republic Investment ManagementPortlandOre.•••1,5445.5939Joshua UlmerMorgan Stanley Wealth ManagementPortlandOre.•••1,95027.727.745Keith SheppardUBS Wealth ManagementPortlandOre.•••8281.25356Jeffrey YandleFirst Republic Investment ManagementPortlandOre.•••1,5446764Glen ClemansCGC Financial ServicesLake OswegoOre.••7220.60.8573William KiefelMerrill Lynch Wealth ManagementPortlandOre.••7705108NChad MartindaleAmeriprise FinancialPortlandOre.•••7711.252.597James WrennUBS Wealth ManagementLake OswegoOre.••••649351012James BeattyUBS Private Wealth ManagementPortlandOre.••••67531011NWilliam SwancuttMerrill Lynch Wealth ManagementSalemOre.•••6081.52.21210Edward LangUBS Wealth ManagementPortlandOre.•••5653.2813Rob ThomasMariner Wealth AdvisorsState CollegePa.••••5,1110.712NJohanna WaltersMerrill Lynch Wealth ManagementBlue BellPa.••5,1607.51032Peter RohrMerrill Private Wealth ManagementPhiladelphiaPa.••4,9753010041Grant RawdinWescott Financial Advisory GroupPhiladelphiaPa.•••••2,35082254Robert FragassoFragasso Financial AdvisorsPittsburghPa.••••1,7020.851.965Jim MartinMorgan Stanley Private Wealth ManagementWest ConshohockenPa.••••7,980255076Patti BrennanKey FinancialWest ChesterPa.•••1,3362387James RimmelUBS Wealth ManagementPittsburghPa.•••1,85325927Dane BurkholderAmeriprise FinancialLancasterPa.••••2,0870.52108John J. Parker Sr.Wells Fargo AdvisorsPhiladelphiaPa.••••1,77051011NEric SalmansohnMorgan Stanley Wealth ManagementPhiladelphiaPa.•••1,3443.51012NMegan BaileyMerrill Lynch Wealth ManagementBlue BellPa.••5,1607.5101326Anthony DiValerioMorgan Stanley Private Wealth ManagementWest ConshohockenPa.•••1,15830501411Greg SarianSarian Strategic PartnersWaynePa.••9514101513Alan CohnSage Financial GroupConshohockenPa.••••2,2003.251641Michael HenleyBrandywine Oak Private WealthKennett SquarePa.••9612.83.91714Peter StropeUBS Wealth ManagementCanonsburgPa.•••1,0551.4318NVirgil KahlSpring Ridge Financial GroupWyomissingPa.••8840.7511929Stephen BealerMerrill Lynch Wealth ManagementWyomissingPa.••1,54235209James MeredithHefren-TillotsonPittsburghPa.••••1,924242121John Solis-CohenWells Fargo AdvisorsJenkintownPa.••••1,5435122225Lon JuryAmeriprise FinancialLancasterPa.••1,4280.20.52318Michael DuckworthMerrill Private Wealth ManagementPittsburghPa.••1,55225402424George MastrogiorgosAmeriprise FinancialExtonPa.•••1,7891225NDerek JancisinMerrill Private Wealth ManagementPittsburghPa.••••2,3147.5102612Mark EskinJanney Montgomery ScottPhiladelphiaPa.•••••1,947352715Edward BlumenthalJanney Montgomery ScottPhiladelphiaPa.•••••1,947352832Robb BolandRBC Wealth ManagementPhiladelphiaPa.•••1,4715202922Malcolm CowenCornerstone Advisors Asset ManagementBethlehemPa.•••••6,40045703023David J. KronKron & Polis Financial Group of Wells Fargo AdvisorsPhiladelphiaPa.••1,4502.756.53135Andrew JuganAmeriprise FinancialPittsburghPa.••1,10412.93217Jack HafnerJ.P. Morgan Wealth ManagementPhiladelphiaPa.••1,01040503333Samuel SpanosRaymond JamesBeaverPa.•••8000.7513430Michael MattiseRadnor Financial AdvisorsWaynePa.••1,99945.53531Michael HirthlerJacobi Capital ManagementWilkes-BarrePa.••••1,40334.23634Craig SchwartzWells Fargo AdvisorsPhiladelphiaPa.••••9692.553740Richard CorcoranMorgan Stanley Private Wealth ManagementWest ConshohockenPa.••2,05040503843Bradford BernsteinUBS Wealth ManagementPhiladelphiaPa.•••1,0272.157.53938Gregory HayesMerrill Lynch Wealth ManagementYardleyPa.•••1,013354010Jay BeaulieuWells Fargo AdvisorsRadnorPa.••2,6649124142Michael GlovasMorgan Stanley Wealth ManagementEastonPa.••••8971.524236David EbnerMerrill Lynch Wealth ManagementPhiladelphiaPa.•••1,33020254348J. Douglas MoranMerrill Lynch Wealth ManagementWaynePa.•••6293.85.54439Joel FreedmanMorgan Stanley Wealth ManagementWest ConshohockenPa.••••6243545NJohn MinnichMerrill Lynch Wealth ManagementWyomissingPa.••1,542354637Peter SargentJanney Montgomery ScottYardleyPa.•••6431.554747Barbara HudockHudock Capital GroupWilliamsportPa.••585134819Thomas SeilerRaymond JamesNewtownPa.•••95462511Malcolm MakinRaymond JamesWesterlyR.I.••1,4231.5324Joseph HassettJanney Montgomery ScottProvidenceR.I.•••6410.5332John ZitzmannMorgan Stanley Wealth ManagementProvidenceR.I.••••666584NJames HiltonUBS Private Wealth ManagementNewportR.I.•••648122055Denise RobertsMorgan Stanley Wealth ManagementNewportR.I.•••6193466Edythe De MarcoMerrill Lynch Wealth ManagementProvidenceR.I.•••••1,0833.44.813Rick MiglioreMerrill Lynch Wealth ManagementColumbiaS.C.••••••5,366101521Bud KiblerMerrill Private Wealth ManagementColumbiaS.C.•••7,4657.52032Robert VingiWells Fargo AdvisorsCharlestonS.C.•••1,63011.513.344Cheryl HollandAbacus Planning GroupColumbiaS.C.••1,3565.111.755Ronnie DennisMerrill Lynch Wealth ManagementColumbiaS.C.•••5,366205066W. Clark GallivanUBS Wealth ManagementGreenvilleS.C.•••6743.557NGeorge StarnesG3 Wealth Advisors | Northwestern MutualColumbiaS.C.•••5321.92.887Bert ArrowoodUBS Wealth ManagementGreenvilleS.C.••••••1,18041098Michael VelascoMerrill Lynch Wealth ManagementColumbiaS.C.••••••3,478515109Paul VannattaMerrill Lynch Wealth ManagementCharlestonS.C.••••9712.541111Ben ClaussMerrill Lynch Wealth ManagementGreenvilleS.C.•••••618351210Josh BrownMerrill Lynch Wealth ManagementGreenvilleS.C.•••6031.752.512David HillardRBC Wealth ManagementRapid CityS.D.•••••1,1602.5421Todd NelsonMerrill Lynch Wealth ManagementSioux FallsS.D.•••2,6831.5533Nathan QuelloLoft Advisors | Raymond JamesSioux FallsS.D.•••••6691.6344David R. OlsonMerrill Lynch Wealth ManagementSioux FallsS.D.•••1,349255NKelly Rae HaskellEdward JonesAberdeenS.D.••3170.750.966William LindquistMerrill Lynch Wealth ManagementSioux FallsS.D.•••5881.5515Jay WilliamsUBS Private Wealth ManagementMemphisTenn.••1,30617888021Timothy PagliaraCapWealth AdvisorsFranklinTenn.•••1,0853.56.732Tim RobersonMerrill Lynch Wealth ManagementBrentwoodTenn.•••2,612510414Brent TrenthamAmeriprise FinancialAlcoaTenn.••••1,6480.41.256Jeffrey BatesKings Point Capital ManagementBrentwoodTenn.••••1,2595663Trey SmithTruist Investment ServicesNashvilleTenn.•••85651577Malcolm LilesBairdNashvilleTenn.••••1,3494.59810Matthew MillerMerrill Private Wealth ManagementBrentwoodTenn.••1,107325094Charles KirbyUBS Private Wealth ManagementNashvilleTenn.•••2,59635701011Stanton JacobsUBS Wealth ManagementOak RidgeTenn.••4901.22.5119Christi EdwardsMorgan Stanley Wealth ManagementNashvilleTenn.•••1,04541012NGregory HermanLBMC Investment AdvisorsBrentwoodTenn.•••1,3603.261313Elias "Yaz" HassanBairdMurfreesboroTenn.•••79547148Eric KlindtMerrill Private Wealth ManagementNashvilleTenn.••••1,07415301515Thomas WilliamsMerrill Lynch Wealth ManagementMemphisTenn.•••1,844351617Sam OakleyThe Oakley Group at Pinnacle Asset Management | Raymond JamesNashvilleTenn.•••5061.32.81718Jason PharrisMorgan Stanley Wealth ManagementNashvilleTenn.•••1,0644101816Jeff DobynsSouthwestern Investment Group | Raymond JamesFranklinTenn.•••3,9843811Richard SzelcNeuberger BermanDallasTexas••1,949132522Richard JoynerTolleson Wealth ManagementDallasTexas••5,90035783NMike BollingerMorgan Stanley Wealth ManagementHoustonTexas••••1,5005020044William CorbelliniMerrill Private Wealth ManagementDallasTexas•••3,35918.52556Scott TirasAmeriprise FinancialHoustonTexas•••2,05845615Jennifer MarcontellEdward JonesBaytownTexas•••1,29424.177Van PearcyVan Pearcy's Wealth Services Team | Raymond JamesMidlandTexas••••1,6853.51189Kevin BlonkvistRBC Wealth ManagementMidlandTexas••••••2,137101098Darrell PenningtonAmeriprise FinancialHoustonTexas••1,3111.52.51013Nestor VicknairMerrill Lynch Wealth ManagementHoustonTexas•••5,44881211NRon KernMorgan Stanley GraystoneSan AntonioTexas••••4,57820301220Charles McKinneyMorgan Stanley Private Wealth ManagementDallasTexas••1,4535012513NH. Scott CavenCIBC Private Wealth ManagementHoustonTexas••1,22212.9201410Mark MooreUBS Private Wealth ManagementAustinTexas•••1,6674.512.5155Tommy McBrideMerrill Lynch Wealth ManagementDallasTexas••1,5837.5151614Charla McIntyre FieldsAmeriprise FinancialHurstTexas•••1,2911.755.7517NDwight EmanuelsonMerrill Private Wealth ManagementDallasTexas•••3,35918.5251818Jeffery PriceMerrill Lynch Wealth ManagementSouthlakeTexas•••1,07534.51929Brent AndersonMorgan Stanley Private Wealth ManagementHoustonTexas•••1,80525502031R. Scot SmithMorgan Stanley Wealth ManagementDallasTexas••••8923.562121Langston TurnerUBS Private Wealth ManagementHoustonTexas••2,13520202219Stephen EngroBeacon Financial GroupDallasTexas•••8561.83.22326Frederick de GrootMerrill Lynch Wealth ManagementThe WoodlandsTexas••••1,9207102436William GouldinMorgan Stanley Wealth ManagementHoustonTexas•••1,2055102542Richard PiatasMerrill Lynch Wealth ManagementFriscoTexas•••3,0998202616Bonner BarnesCorda Investment ManagementHoustonTexas••1,1600.922724John MerrillTanglewood Total Wealth ManagementHoustonTexas••1,129352832Steve NagelMerrill Lynch Wealth ManagementFriscoTexas••1,34278.52923Champ WarrenMerrill Private Wealth ManagementHoustonTexas•••3,17225503027Brian TramontanoMerrill Lynch Wealth ManagementSan AntonioTexas•••74124.23122Lewis MetzgerMorgan Stanley Wealth ManagementHoustonTexas•••1,432463225Reed SmithMerrill Private Wealth ManagementHoustonTexas•••3,17225503328James CoffeeMerrill Lynch Wealth ManagementHoustonTexas•••5,232573434Howard LorchWells Fargo AdvisorsHoustonTexas•••2,149143540Charles LewisWells Fargo AdvisorsWacoTexas••••••1,5301.93.53637Richard AshcroftBairdHoustonTexas••1,90044.53780Sean FitzpatrickRaymond JamesHoustonTexas•••1,500253852Audree BegayAmeriprise FinancialHoustonTexas••1,1221.533949Carl "Triple" Fuhrmann IIIMerrill Lynch Wealth ManagementSan AntonioTexas•••1,0933.574057Ryan LongUBS Private Wealth ManagementDallasTexas•••1,6247104139Ira KravitzUBS Wealth ManagementPlanoTexas•••91757.54212Rob BertinoUBS Private Wealth ManagementDallasTexas••58835504353Gil BaumgartenSegment Wealth ManagementHoustonTexas••9357.1204430Kalita BlessingQuest Capital Management | Raymond JamesDallasTexas••1,3122104543R. Craig RathjenUBS Private Wealth ManagementHoustonTexas•••2,18950754641David NovelliMorgan Stanley Private Wealth ManagementHoustonTexas••••1,400153047NWilliam HuthnanceUBS Private Wealth ManagementHoustonTexas•••1,21420304862J. Michael FoxMerrill Lynch Wealth ManagementHoustonTexas•••9442.554944Anupam JohriMorgan Stanley Wealth ManagementDallasTexas•••7931.42.55054Kevin DickeyMorgan Stanley Private Wealth ManagementDallasTexas••1,384254051NChirstopher BlackUBS Private Wealth ManagementHoustonTexas••1,21420405265Charles JohansenMerrill Lynch Wealth ManagementThe WoodlandsTexas•••••1,56657.755317William LevenMerrill Private Wealth ManagementHoustonTexas•••80540505456Bradley BruceMerrill Lynch Wealth ManagementFort WorthTexas••1,0957.2155548Mark GladsteinMerrill Lynch Wealth ManagementHoustonTexas••1,54931056NMichael DavidCarson WealthAmarilloTexas•••1,4052105733Susan HeuerMerrill Lynch Wealth ManagementHoustonTexas•••1,7641.5558NPhilip DodsonMerrill Private Wealth ManagementHoustonTexas••2,405305059NDoug JohnRequisite Capital ManagementDallasTexas•••90125506067Brian PetrauskasMerrill Lynch Wealth ManagementThe WoodlandsTexas•••••1,56657.756166J. Dow CrockerRaymond JamesDallasTexas••••••1,3005256245Kerry KnoxMerrill Lynch Wealth ManagementFort WorthTexas•••1,5831.52.56338D. Scott Uptegraph Jr.Morgan Stanley Wealth ManagementHoustonTexas•••594102564NChristopher CervantesMerrill Lynch Wealth ManagementFriscoTexas••••830236561Darren FenzMerrill Lynch Wealth ManagementHoustonTexas•••1,6053.556655Elizabeth LockwoodUBS Wealth ManagementHoustonTexas•••2,23715256735Brent ChappellMerrill Lynch Wealth ManagementThe WoodlandsTexas•••1,143246851Bradley ChappellMerrill Lynch Wealth ManagementThe WoodlandsTexas•••1,143246969Alan YonackMorgan Stanley Wealth ManagementDallasTexas•••7164107070Craig MasseyMerrill Private Wealth ManagementHoustonTexas••••2,1161001507159Brian SauerUBS Wealth ManagementHoustonTexas••2,237152072NMyrteel WardMorgan Stanley GraystoneSan AntonioTexas••••4,57820457376Alexander LadageUBS Wealth ManagementAustinTexas•••1,43610207489Robert McMeenParkway Wealth Management Group | Raymond JamesPlanoTexas•••2,0002.537573Mark EliasUBS Private Wealth ManagementHoustonTexas••••87315257664Ralph SchroederAmeriprise FinancialThe WoodlandsTexas•••660257758Gregory GlosserRBC Wealth ManagementDallasTexas•••7115107871Dan MichelUBS Wealth ManagementMidlandTexas••••1,74051079NJohn MockovciakBairdDallasTexas•••845248072Greg McDonaldUBS Wealth ManagementMidlandTexas••••1,7405108174Joni AbalosMerrill Lynch Wealth ManagementHoustonTexas•••1,6053.558268Charles NeuhausWells Fargo AdvisorsHoustonTexas•••81012408384Jay GerrieMerrill Lynch Wealth ManagementAustinTexas••979368475Alvaro GonzalezMerrill Lynch Wealth ManagementMcAllenTexas••6232.5208577Dan NelsonMerrill Private Wealth ManagementSan AntonioTexas••••1,98615258679Gail UtterWells Fargo AdvisorsShermanTexas•••6153.55.58778F. Michael Wood Jr.Merrill Private Wealth ManagementSan AntonioTexas••••1,98615258883Matthew KardeschAmeriprise FinancialHoustonTexas••600138981Michael HesseTexas Wealth ManagementHoustonTexas••743239088Kenny FrenchEdward JonesVictoriaTexas••5150.81.211Dane RuniaMerrill Private Wealth ManagementProvoUtah•••3,02744.410022John Van WagonerMerrill Lynch Wealth ManagementSalt Lake CityUtah••••7967.51233Glen MintzUBS Wealth ManagementPark CityUtah•••1,254374NJack BroderickStifelPark CityUtah••963101555Carl L. LaurellaMerrill Lynch Wealth ManagementSalt Lake CityUtah•••1,279101566Jeffry RoundyMerrill Lynch Wealth ManagementSalt Lake CityUtah•••1,279101511Tim StotzMorgan Stanley Wealth ManagementColchesterVt.•••••1,2432.24.222Brian PelkeyMorgan Stanley Wealth ManagementColchesterVt.••9552.5433Timothy O'BrienUBS Wealth ManagementSouth BurlingtonVt.•••4362.95.144Jeff DanniesMorgan Stanley Wealth ManagementBurlingtonVt.•••••8341.535NJoshua ParkerMerrill Lynch Wealth ManagementBurlingtonVt.•••3133866CJ Charlebois MelendyAmeriprise FinancialWillistonVt.••4291.25211Stephan CassadayCassaday & CompanyMcLeanVa.•••3,5101.5222Joseph MontgomeryThe Optimal Service Group of Wells Fargo AdvisorsWilliamsburgVa.••••••17,35571535Tristan CaudronCaudron Megary Blackburn Wealth Management Group of Wells Fargo AdvisorsAlexandriaVa.•••1,8281.83.546Barry GlassmanGlassman Wealth ServicesTysons CornerVa.•••1,5206953Jeffrey GrinspoonVWG Wealth ManagementViennaVa.•••1,5035768Lowell PrattBurney CompanyRestonVa.••1,85712.574Dalal SalomonSalomon & LudwinRichmondVa.•••1,1585158NDavid KarpPagnatoKarp | CressetRestonVa.••5,313202697Ryan SprowlsAlexandria Wealth Management Group of Wells Fargo AdvisorsAlexandriaVa.•••1,277241011Susan KimAmeriprise FinancialViennaVa.••1,5811.22.1119Gregory SmithBairdRestonVa.•••2,3681.4312NKelly CampbellCampbell Wealth ManagementAlexandriaVa.••8051.32.51310Allan StrangeJanney Montgomery ScottRichmondVa.•••••1,4801.531413Michael JoyceAgiliRichmondVa.••8002.531515John GillTruist Investment ServicesVirginia BeachVa.•••8892.951617Brett HayesHayes Nystrom Sarrett Wealth Management GroupRichmondVa.•••••1,730231719Paul MazziottiWells Fargo AdvisorsMcLeanVa.•••1,99410161812Garret AlcarazWells Fargo AdvisorsVirginia BeachVa.•••••1,8715101918Simon HamiltonBairdRestonVa.•••2,3681.432023Robert ParrMorgan Stanley Private Wealth ManagementMcLeanVa.•••7615102127Aashish MataniMerrill Lynch Wealth ManagementNorfolkVa.•••••1,349452224Jeff LeClairWells Fargo AdvisorsMcLeanVa.•••1,47710152321Brude StoeverWells Fargo AdvisorsRichmondVa.••••9755524NMark LeonardMorgan Stanley Wealth ManagementMcLeanVa.••7648102525Hanane LemlihWells Fargo AdvisorsMcLeanVa.•••1,477101526NNolan StokesNorthwestern Mutual Wealth ManagementFairfaxVa.•••7442.25102720Jamie CoxHarris Financial GroupRichmondVa.••6750.71.128NEdward ShanahanNorthwestern Mutual RestonRestonVa.•••1,2380.70.82928Stephen ParkUBS Wealth ManagementViennaVa.••••5975253026Rob ReichWells Fargo AdvisorsMcLeanVa.•••6936.411.511Erik MorganFreestone Capital ManagementSeattleWash.•••5,6124.46.228Dean BraunMorgan Stanley Private Wealth ManagementSeattleWash.•4,552253535Randall LindeAmeriprise FinancialRentonWash.•••2,9690.92.543Erin ScannellAmeriprise FinancialMercer IslandWash.••••2,8700.5356Cameron RagenBairdSeattleWash.•••2,4804.4867Michael MatthewsUBS Private Wealth ManagementBellevueWash.•••1,50971379Jon JonesBrighton JonesSeattleWash.•••7,40435810Charles BrightonBrighton JonesSeattleWash.•••7,40435912Paul RiedPaul R. Ried Financial GroupBellevueWash.••8320.51102Bruce MunsterMerrill Private Wealth ManagementBellevueWash.•••2,200421001111Stephen HollomonMerrill Lynch Wealth ManagementSeattleWash.••••2,3195101214Wayne HampsonMerrill Lynch Wealth ManagementSeattleWash.••2,0902.5201316Lowry WestMorgan Stanley Private Wealth ManagementSeattleWash.••1,233153014NColin SandsAmeriprise FinancialMount VernonWash.•••2,2951.7531518Michael HersheyJ.P. Morgan Wealth ManagementBellevueWash.•••1,70010251617Brian AcarreguiMorgan Stanley Wealth ManagementSeattleWash.•••2,0884101715Lawrence HoodPacific Portfolio ConsultingSeattleWash.••••3,67610181819Jay KirkpatrickMerrill Private Wealth ManagementSpokaneWash.••••2,82410151922Jeffrey CrosbyAmeriprise FinancialKirklandWash.•••1,5962.42.42020Matt RiesenweberCornerstone Wealth StrategiesKennewickWash.•••••70112.421NDale MillerMorgan Stanley Wealth ManagementKirklandWash.••••2,4308.58.32221Mike GeriRBC Wealth ManagementSeattleWash.•••7323.5523NJason TherrellUBS Wealth ManagementEverettWash.•••1,382352425Paul JacksonMorgan Stanley Wealth ManagementBellevueWash.•••8835102524Joe CervantesColdstream Wealth ManagementBellevueWash.•••712352626Ira HershkowitzMerrill Lynch Wealth ManagementSeattleWash.••••1,4394102723Michael MaroniMerrill Lynch Wealth ManagementBainbridge IslandWash.•••1,057352828Corina DavisMerrill Lynch Wealth ManagementSeattleWash.•••7392.552929Jason WeeseMerrill Private Wealth ManagementBellevueWash.••92520503013Kevin FitzwilsonColdstream Wealth ManagementBellevueWash.••1,3794.14.11NDavid HouchinsTruist Investment ServicesCharlestonW. Va.••••1,0082322David MillerRBC Wealth ManagementHuntingtonW. Va.••••••1,3260.8331Christopher HallHall Financial AdvisorsParkersburgW. Va.•••7591243Edward StikeRBC Wealth ManagementCharlestonW. Va.••••5250.81.555James Michael GoodwinMorgan Stanley GraystoneCharlestonW. Va.••••••4,1392564John DawsonMorgan Stanley GraystoneCharlestonW. Va.••••••4,139255011Michael KleinBairdMilwaukeeWis.••••••13,051273524Barry MartzahlMorgan Stanley GraystoneGreen BayWis.••••2,78451033Bryan SadoffSadoff Investment ManagementMilwaukeeWis.••••1,3162446Mark OrgelOrgel Wealth ManagementAltoonaWis.••••5,2022.1555Michael SadoffSadoff Investment ManagementMilwaukeeWis.••••1,3162468Thomas ParksMorgan Stanley GraystoneMilwaukeeWis.•••11,910757579Philip DallmanBairdMilwaukeeWis.••••••13,0512735813Michael SmithAmeriprise FinancialStevens PointWis.••5830.91.4918Matthew HeckmannNorthwestern Mutual Wealth ManagementMiddletonWis.•••5882.351017Chris CalvelliBairdMilwaukeeWis.••••3,8327.5101116Chris DoughtyGentian Financial | Raymond JamesMequonWis.•••4901.252.251211Vince CiminoWealth Enhancement GroupClintonWis.••5970.10.41310Walter MeanwellWells Fargo AdvisorsMadisonWis.•••54012.71412David EpsteinBairdMilwaukeeWis.••••3,8327.5101515Anthony ConsiglioBairdWaukeshaWis.••67912.11614John LarsenRBC Wealth ManagementMequonWis.•••7102317NTyson RayFORM Wealth Advisors | Raymond JamesLake GenevaWis.••55512.518NGreg SommersbergerBairdMequonWis.••••••4502.5511Kevin MurphyStifelCasperWyo.•••••53912.525Randy HalfpopThe Compass Wealth Group | Raymond JamesCheyenneWyo.•••3290.6133Ryan ScottEdward JonesRock SpringsWyo.•••26111.744Christopher Van SlykeWorthPointeJacksonWyo.••••6201356Daniel StevensEdward JonesCodyWyo.•••2070.750.86NLori RhynerWells Fargo AdvisorsJacksonWyo.•••24325 N = Not Ranked * Mr. Homra has been ranked posthumously. HERE ARE AMERICA'S BEST FINANCIAL ADVISORS, ORGANIZED BY STATE. THE RANKINGS ARE BASED ON DATA PROVIDED BY AROUND 4,000 OF THE NATION'S MOST PRODUCTIVE ADVISORS. FACTORS INCLUDED IN THE RANKINGS: ASSETS UNDER MANAGEMENT, REVENUE PRODUCED FOR THE FIRM, REGULATORY RECORD, QUALITY OF PRACTICE AND PHILANTHROPIC WORK. INVESTMENT PERFORMANCE ISN'T AN EXPLICIT COMPONENT BECAUSE NOT ALL ADVISORS HAVE AUDITED RESULTS AND BECAUSE PERFORMANCE FIGURES OFTEN ARE INFLUENCED MORE BY CLIENTS' RISK TOLERANCE THAN BY AN ADVISOR'S INVESTMENT-PICKING ABILITIES. THE RANKINGS ARE MEANT AS A STARTING POINT FOR CLIENTS LOOKING FOR AN ADVISOR—A FIRST-PASS VETTING THAT CAN HELP INVESTORS NARROW A SEARCH. EVERY ADVISOR WILL HAVE HIS OR HER OWN APPROACH TO INVESTING, FINANCIAL PLANNING AND OTHER SERVICES. CLIENTS ARE ENCOURAGED TO APPROACH A SEARCH FOR AN ADVISOR THE WAY THEY WOULD A SEARCH FOR A DOCTOR—INTERVIEWING MULTIPLE PROFESSIONALS AND GETTING OPINIONS FROM MULTIPLE THIRD PARTIES. 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