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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 TopicsStock PicksLists & RankingsMagazineDataAdvisorPenta Subscribe Now |Sign In 2022 Top Advisor Rankings by State Top 1200Top WomenIndependentTop 100Top TeamsInstitutionalRIA FirmsFind an Advisor 2022 TOP ADVISOR RANKINGS BY STATE AMERICA’S TOP 1,200 FINANCIAL ADVISORS Long read HOW THIS TOP ADVISOR DELIVERS TOUGH ADVICE 2 min WHY THIS COULD BE THE GOLDEN AGE OF ACTIVE MANAGEMENT 2 min HELPING WOMEN ACHIEVE FINANCIAL INDEPENDENCE AMID MARKET VOLATILITY 2 min A TOP ADVISOR ON THE POWER OF TEAMWORK 2 min HERE ARE AMERICA'S BEST FINANCIAL ADVISORS, ORGANIZED BY STATE. THE RANKINGS ARE BASED ON DATA PROVIDED BY AROUND 6,000 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. IF YOU'RE READING THIS IN A BARRON'S APP, PLEASE HEAD TO BARRONS.COM IN YOUR BROWSER FOR A BETTER EXPERIENCE. For more information about our methodology, click here. 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. Rank 2022Rank 2021NameFirmCityStateIndividuals (Up to $1mil)High Net Worth ($1-10 mil)Ultrahigh Net Worth ($10 mil+)FoundationsEndowmentsInstitutionalTotal Assets ($mil)Typical Account ($mil)Typical Net Worth ($mil)1NMichael WarrMorgan Stanley Private Wealth ManagementTuscaloosaAla.••2,151203022Jeff RobertsAmeriprise FinancialBirminghamAla.•••8710.71.534Wes ClaytonTwickenham AdvisorsHuntsvilleAla.•••1,79762046Camper O'NealMerrill Lynch Wealth ManagementBirminghamAla.••••••1,0758105NMark MantoothMorgan Stanley Wealth ManagementHuntsvilleAla.•••84451068Brian WoodkeMerrill Lynch Wealth ManagementBirminghamAla.•••••1,51968.577Michael MullisSecurities AmericaVestavia HillsAla.••••8701.1289Steven HudsonAmeriprise FinancialBirminghamAla.•••6701.93.9910S. Wesley CarpenterMerrill Lynch Wealth ManagementFairhopeAla.••••6362.43.510NAlistair Harding-SmithMorgan Stanley Wealth ManagementBirminghamAla.••••1,0802.5411NScott McClanahanMorgan Stanley Wealth ManagementBirminghamAla.••••9112.541212Palmer WhitingMerrill Lynch Wealth ManagementMobileAla.•••6622.7511Ryan CallawayAmeriprise FinancialAnchorageAlaska••6920.8122Jeff LeonardRaymond JamesAnchorageAlaska••••1,2503434Thomas KonopMorgan Stanley Wealth ManagementAnchorageAlaska•••3401.5346Tammy HeadUBS Financial ServicesAnchorageAlaska••••••1,27051053Kenneth JonesMerrill Lynch Wealth ManagementAnchorageAlaska•••8622.98.465Peter JuraszMerrill Lynch Wealth ManagementJuneauAlaska•••4852.51011Steven SchultzUBS Financial ServicesPhoenixAriz.•••2,23051022Trevor WildeWilde Wealth Management GroupScottsdaleAriz.•••2,2100.8233Robert BancroftMorgan Stanley Private Wealth ManagementScottsdaleAriz.••1,84227.54546Michael ButtMorgan Stanley Wealth ManagementScottsdaleAriz.•••2,4312.83.25NHenry VilledaMerrill Lynch Wealth ManagementPhoenixAriz.•••59,8265075065David StahleMerrill Lynch Wealth ManagementGilbertAriz.••••••2,41851078Paul GrovesMorgan Stanley Private Wealth ManagementScottsdaleAriz.•3,231357587Jeffry KorteMerrill Lynch Wealth ManagementScottsdaleAriz.••••8741.93.8911Stephen HarndenAmeriprise FinancialPeoriaAriz.•••775121010Brian FriedmanMerrill Lynch Wealth ManagementPhoenixAriz.•••1,6558171113Nick KarabasCreative PlanningScottsdaleAriz.•••6591.21.81212Brian CrawfordWells Fargo AdvisorsTucsonAriz.••••1,4001.52.5134Glenn PahnkeRBC Wealth ManagementScottsdaleAriz.••••900381419Christopher DownsMerrill Lynch Wealth ManagementGilbertAriz.•••1,1832.94159Michael HudakMerrill Private Wealth ManagementPhoenixAriz.••3,21310251614James MartenMerrill Lynch Wealth ManagementPhoenixAriz.••••••2,8343.56.21727Joe Di VitoRBC Wealth ManagementPhoenixAriz.•••5642.661822Jacob DuffyBairdScottsdaleAriz.••••6641.55.319NEddie DulinMariner Wealth AdvisorsScottsdaleAriz.••••8331.792015Damon MillerTFO PhoenixPhoenixAriz.••3,31718.52521NMitchell StillmanWells Fargo AdvisorsScottsdaleAriz.•••7500.5322NDaniel MartingMorgan Stanley Wealth ManagementPhoenixAriz.•••1,6074252323Nayan RanchhodAmeriprise FinancialScottsdaleAriz.•••540132420Steve RabinAmeriprise FinancialGilbertAriz.•••7601.532518Jane RojasMorgan Stanley Wealth ManagementTucsonAriz.•••696472616Ruth TransueWells Fargo AdvisorsTucsonAriz.•••670242724Renee HansonAmeriprise FinancialPhoenixAriz.••6151.542826Adam BrooksABLE Financial GroupScottsdaleAriz.•••5410.83.52928Scot BenefielMerrill Lynch Wealth ManagementScottsdaleAriz.•••5265103025Charles "Chip" PisoniRBC Wealth ManagementScottsdaleAriz.•••5302.44.212Joseph SmallAmeriprise FinancialLittle RockArk.••64711.524Hardy WinburnUBS Financial ServicesLittle RockArk.•••7072.2633John EngskovMerrill Lynch Wealth ManagementLittle RockArk.•••2,699101545Douglas JacksonMerrill Lynch Wealth ManagementLittle RockArk.•••2,69910155NEdward PrewittWells Fargo AdvisorsFayettevilleArk.•••5522466Robby BaderRaymond JamesSpringdaleArk.••••6083511Gregory VaughanMorgan Stanley Private Wealth ManagementMenlo ParkCalif.••••44,2497515022Mark T. CurtisGraystone Consulting | Morgan StanleyPalo AltoCalif.••••216,42952535Andy ChaseMorgan Stanley Private Wealth ManagementMenlo ParkCalif.••20,000103046Karen McDonaldMorgan Stanley Wealth ManagementPalo AltoCalif.••••210,14431057Mark DouglassMorgan Stanley Private Wealth ManagementMenlo ParkCalif.••••44,2497515068Troy GrieppMorgan Stanley Private Wealth ManagementSan FranciscoCalif.••••30,8803050714Jon GoldsteinFirst Republic Investment ManagementMenlo ParkCalif.••12,99750100811Mark SchultenTSG Wealth ManagementLong BeachCalif.••••••4,56737913Drew ZagerMorgan Stanley Private Wealth ManagementLos AngelesCalif.•13,69040100103Francis X. MaloneMorgan Stanley Private Wealth ManagementLos AngelesCalif.••49,3772575119Spuds PowellKayne Anderson Rudnick Investment ManagementLos AngelesCalif.••61,97210201210Dorian McKelvyMorgan Stanley Wealth ManagementMenlo ParkCalif.••••10,6082.5101312Alan WhitmanMorgan Stanley Wealth ManagementPasadenaCalif.•••3,425515144Jon NeuhausMorgan Stanley Private Wealth ManagementLos AngelesCalif.••49,37225751517Drew FreidesUBS Private Wealth ManagementLos AngelesCalif.•••8,85640601616Eric GrayMerrill Private Wealth ManagementLos AngelesCalif.••27,12750801723Shane BrisbinMorgan Stanley Private Wealth ManagementSan FranciscoCalif.••6,74150751818Richard JonesMerrill Private Wealth ManagementLos AngelesCalif.•••23,87250751922Tim EmanuelsMorgan Stanley Private Wealth ManagementSan FranciscoCalif.•••18,73925502020Reza ZafariMerrill Private Wealth ManagementLos AngelesCalif.•••23,87250752124Rich PetitMorgan Stanley Private Wealth ManagementMenlo ParkCalif.•••18,73925502256Ned GibbonsMorgan Stanley Private Wealth ManagementMenlo ParkCalif.••4,97530502336Craig ChiateUBS Private Wealth ManagementCentury CityCalif.•5,13435502419Dana JacksonMorgan Stanley Wealth ManagementMenlo ParkCalif.••••3,73630652530Laila PencePence Wealth ManagementNewport BeachCalif.•••3,5753102628David BahnsenThe Bahnsen GroupNewport BeachCalif.•••••3,1387102732Dagny MaidmanFirst Republic Investment ManagementSan FranciscoCalif.•••5,259505002826Cheryl L. YoungMorgan Stanley Wealth ManagementLos GatosCalif.••2,88510252927Matthew BabrickFirst Republic Investment ManagementLos AngelesCalif.••••5,06550803029Michael KanigherUBS Private Wealth ManagementLos AngelesCalif.•8,85640603125Brian SharpesGraystone Consulting | Morgan StanleyWalnut CreekCalif.••7,400601003235Elaine MeyersJ.P. Morgan Wealth ManagementSan FranciscoCalif.••5,500451003354Chris CliffordUBS Private Wealth ManagementSan FranciscoCalif.•2,25625503446Tom PalecekSummit Trail AdvisorsSan FranciscoCalif.•••3,19047.5753534Jim BerlinerWestmount Asset ManagementLos AngelesCalif.•••4,5053.593648Jesse BrombergMorgan Stanley Wealth ManagementSan FranciscoCalif.•••2,1767.5123749Michael BreenMerrill Private Wealth ManagementSan FranciscoCalif.•••18,12125503844Lisa DetannaRaymond JamesBeverly HillsCalif.••••4,73715173958Darren EdwardsMorgan Stanley Private Wealth ManagementLos AngelesCalif.•••2,41725504067Gabriel JayUBS Private Wealth ManagementWalnut CreekCalif.•••••1,809574160Gerard ZellMorgan Stanley Private Wealth ManagementMenlo ParkCalif.••4,95030504237Randy PetersonFirst Republic Investment ManagementSan FranciscoCalif.••2,20515404364John CardenteMerrill Private Wealth ManagementSan FranciscoCalif.••23,367854504442Sean YuMorgan Stanley Private Wealth ManagementPasadenaCalif.•••1,61113504561Tripp TaylorNeuberger BermanSan FranciscoCalif.•••1,74120754643James GreenfieldMorgan Stanley Private Wealth ManagementSan FranciscoCalif.•••2,83320304739Vicken EkmekjianCIBC Private WealthSan FranciscoCalif.••2,39430504847Inna KellyMorgan Stanley Wealth ManagementSan FranciscoCalif.•••2,27820304972Jack WongMorgan Stanley Wealth ManagementMountain ViewCalif.•••1,97161205050Karl WolfslauMorgan Stanley Wealth ManagementLong BeachCalif.••1,7591.235133John ShaddenMorgan Stanley Private Wealth ManagementLong BeachCalif.••••4,1937.5185251L. Greg FullmerMorgan Stanley Private Wealth ManagementLos AngelesCalif.••1,54225755386Michael BaumerMorgan Stanley Private Wealth ManagementSan FranciscoCalif.••6,56550755482Seth HayeMorgan Stanley Wealth ManagementWestlake VillageCalif.•••1,575375538Peter ArbogastMerrill Private Wealth ManagementSan FranciscoCalif.••18,12125505692Richard GordonFirst Republic Investment ManagementSan FranciscoCalif.•••2,936204057NAnthony JonesMorgan Stanley Private Wealth ManagementSan FranciscoCalif.••••30,88030505877Steven LevineFirst Republic Investment ManagementLos AngelesCalif.•••••3,13425505955Emily Van HoorickxUBS Financial ServicesSan JoseCalif.•••12,9765106045Chad EvansMorgan Stanley Wealth ManagementNewport BeachCalif.•13,4381505006168Brian FirringWells Fargo AdvisorsBeverly HillsCalif.••3,950356062NHugh BeecherFirst Republic Investment ManagementSan FranciscoCalif.••2,93618406369Lisa ReedNeuberger BermanLos AngelesCalif.••1,2258.5106440Greg OnkenJ.P. Morgan Wealth ManagementSan FranciscoCalif.•••9,77320326565Gail ReidAmeriprise FinancialGlendaleCalif.•••1,965346666Andrew BaschMorgan Stanley Private Wealth ManagementLos AngelesCalif.••••4,1778206757Philippe HartlMerrill Private Wealth ManagementLos AngelesCalif.••6,593303006876Mike BurbankMorgan Stanley Private Wealth ManagementSan FranciscoCalif.••2,53235806988Darren PfeffermanMorgan Stanley Private Wealth ManagementSan DiegoCalif.••••2,50610307062Debbie JorgensenMerrill Lynch Wealth ManagementSan FranciscoCalif.••••2,285306571109Ryan McClellanUBS Private Wealth ManagementLos AngelesCalif.••5,36830507285Jeffrey TraumMorgan Stanley Private Wealth ManagementMenlo ParkCalif.•••3,31520507370Grant LeeMorgan Stanley Private Wealth ManagementSan FranciscoCalif.••4,275203074NWilliam WheatleyMerrill Lynch Wealth ManagementNewport BeachCalif.•••1,400347575George PapadoyannisAmeriprise FinancialSan MateoCalif.•••4,5002.597684Brett BerryFirst Republic Investment ManagementMenlo ParkCalif.••••1,315102577102James DemmertMain Street ResearchSausalitoCalif.•••••1,7714257887Carolyn TaylorWeatherly Asset ManagementDel MarCalif.••1,1503.157991James KleinMorgan Stanley Private Wealth ManagementLos AngelesCalif.•••4,08310258098Steven SojaFirst Republic Investment ManagementSan FranciscoCalif.•••1,43110158174Tracey GluckJ.P. Morgan Wealth ManagementLos AngelesCalif.••••1,8508158281Harlan SpinnerUBS Private Wealth ManagementLos AngelesCalif.•••••3,09425308394Garrett BlandMorgan Stanley Private Wealth ManagementLos AngelesCalif.•••746155084NBrian LewisMorgan Stanley Private Wealth ManagementOrindaCalif.••1,273102585NJoe McLeanIntersect CapitalSan RamonCalif.•••1,70041086NRobert DalyMorgan Stanley Private Wealth ManagementLos AngelesCalif.•••1,370142587106Philip WaltersWells Fargo AdvisorsBeverly HillsCalif.•••5,43110158890Adam S. GoldsteinAmeriprise FinancialCalabasasCalif.•••2,04313.58978Sam SchonerFirst Republic Investment ManagementSan FranciscoCalif.•••••2,09331090NJonathan UsichMorgan Stanley Private Wealth ManagementSan FranciscoCalif.•••6,624253091NMarcus TanimotoMerrill Lynch Wealth ManagementLos AngelesCalif.••••••7,0285159296Renee FourcadeUBS Financial ServicesLos AngelesCalif.••••3,52731593NJustin VaicekMerrill Private Wealth ManagementNewport BeachCalif.•••2,309255094107Anouchka BalogMorgan Stanley Wealth ManagementLaguna NiguelCalif.••••1,04051095111Mark HebnerIndex Fund AdvisorsIrvineCalif.••1,5804496117Sean BricmontFirst Republic Investment ManagementSan FranciscoCalif.••1,30614.5259783Michael AllardCalBay InvestmentsDanvilleCalif.•••1,1831.74.598NJohn AckerUBS Financial ServicesLos AngelesCalif.•••1,9685899NMatthew SheehanMorgan Stanley Private Wealth ManagementMenlo ParkCalif.•••2,919525100101Sonny KothariMerrill Lynch Wealth ManagementBreaCalif.••1,402510101104Alma GuimarinMorgan Stanley Wealth ManagementSan JoseCalif.•••1,32031010293Micah ScheinbergAlex. Brown | Raymond JamesCentury CityCalif.••1,9601845103NBrannan VaughanMorgan Stanley Wealth ManagementMenlo ParkCalif.••••3,30985010499Greg SainStifelLos AngelesCalif.•••1,2002050105120Aric ZamelUBS Private Wealth ManagementBeverly HillsCalif.•••••1,4011020106NJennifer ManCIBC Private WealthSan FranciscoCalif.••9829.413107NBenjamin WongViewpoint Financial NetworkPleasantonCalif.••••1,4250.72108NThomas Van DyckRBC Wealth ManagementSan FranciscoCalif.••••••3,3802025109100Emily BachMorgan Stanley Wealth ManagementOrindaCalif.•••1,35036110NRonald HegardtMerrill Lynch Wealth ManagementRancho Santa FeCalif.••2,1301025111114David JasperUBS Private Wealth ManagementSan FranciscoCalif.•••2,2805050112NVivek ThoppayMerrill Lynch Wealth ManagementSan JoseCalif.••982510113116Michael EvansUBS Private Wealth ManagementSan FranciscoCalif.•••2,2805050114NCourtney LiddyUBS Financial ServicesSan DiegoCalif.•••1,77061011595Mark UdisCamden CapitalManhattan BeachCalif.••4,4225050116NTony daRozaMerrill Private Wealth ManagementSan FranciscoCalif.••2,4382540117115Daniel MurphyMorgan Stanley Wealth ManagementMenlo ParkCalif.•••99,715510118NMatthew GalloMerrill Lynch Wealth ManagementWalnut CreekCalif.•••1,0431.74119NDavid AriziniFirst Republic Investment ManagementMenlo ParkCalif.••12,9972050120103Jeffrey GermainWells Fargo AdvisorsLos AngelesCalif.••1,510152511Shawn FowlerMorgan Stanley Private Wealth ManagementDenverColo.•••7,735418921 Neb.Jonathan BeukelmanUBS Private Wealth ManagementDenverColo.••••5,03552532Max BullMorgan Stanley Private Wealth ManagementDenverColo.•••7,735418943Wally ObermeyerObermeyer Wood Investment CounselAspenColo.••2,45073556Melissa Corrado-HarrisonUBS Private Wealth ManagementDenverColo.••1,559355065Donna Di IanniMerrill Lynch Wealth ManagementAspenColo.•••1,876225077Carl HooverMerrill Private Wealth ManagementDenverColo.••5,200152088Michael CaplanUBS Financial ServicesDenverColo.•••1,389510911Scott ThistedMerrill Private Wealth ManagementDenverColo.••5,200152010NScott SparksSparks FinancialDenverColo.•••1,0783101110Gary CooperUBS Financial ServicesDenverColo.••2,0167251213Joseph JaniczekJaniczek Wealth ManagementDenverColo.•••935471316David SurofchekMorgan Stanley Wealth ManagementColorado SpringsColo.•••1,842351417Mark BrownBrown & CompanyDenverColo.••6957151514Brad BickhamColorado Financial ManagementBoulderColo.••••1,9732.5416NDrew LautrupMerrill Lynch Wealth ManagementDenverColo.•••89371017NCraig KinardMerrill Lynch Wealth ManagementGreenwood VillageColo.•••7433.551818Ali Flynn PhillipsObermeyer Wood Investment CounselAspenColo.••2,45052511Jeff ErdmannMerrill Private Wealth ManagementGreenwichConn.•13,648406022Paul TramontanoFirst Republic Investment ManagementGreenwichConn.•••12,997405033William GrecoUBS Financial ServicesHartfordConn.••••4,83491244Brian HetheringtonMerrill Private Wealth ManagementNew CanaanConn.••4,240303555Harold TrischmanMorgan Stanley Wealth ManagementGreenwichConn.••••••2,907520614Rob GiannettiMerrill Private Wealth ManagementGreenwichConn.•13,648406076Thomas FrameMorgan Stanley Private Wealth ManagementGreenwichConn.••2,05871087Bryan StepanianAlex. Brown | Raymond JamesGreenwichConn.•••3,100100150928Ken SteevesCreative PlanningOrangeConn.•••1,5241.3201011Peter ChiecoMorgan Stanley Wealth ManagementGreenwichConn.•••2,5787151121Matthew SombergGottfried & Somberg Wealth ManagementGlastonburyConn.••••••1,70035128Thomas VacheronMerrill Private Wealth ManagementFairfieldConn.••2,4771525139Charles J. Noble IIIJanney Montgomery ScottNew HavenConn.•••1,4416121412Jeffrey CorlissRDM Financial Group | HightowerWestportConn.•••1,0963.571522Richard T. GoodwinMerrill Lynch Wealth ManagementGuilfordConn.••4,436781613Nancy DaoudAmeriprise FinancialOxfordConn.•••1,7150.551729Robert PaolucciPrinciple Wealth PartnersMadisonConn.••2,300461818Jason CernigliaAmeriprise FinancialMysticConn.•••1,4601.64.519NMatthew LaskoUBS Private Wealth ManagementStamfordConn.••••8,39415302036Thomas MantioneUBS Private Wealth ManagementStamfordConn.••2,61425402125Thomas HutchisonMerrill Lynch Wealth ManagementNew HavenConn.•••2,190352231John GoodwinMorgan Stanley Private Wealth ManagementStamfordConn.•••2,83940752320David GoodwinMerrill Lynch Wealth ManagementHartfordConn.•••8956.5102426Joshua KampfMerrill Lynch Wealth ManagementNew HavenConn.••••2,190352519Teresa JacobsenUBS Private Wealth ManagementStamfordConn.••97115302624Jon NewmanAmeriprise FinancialGreenwichConn.•••40021027NVincent MancusoMorgan Stanley Wealth ManagementGreenwichConn.•••2,55671528NKevin LeahyConnecticut Wealth ManagementFarmingtonConn.•••2,1192.552917Chris JewellWells Fargo AdvisorsGreenwichConn.••••2,00010153030Chad CzerwinskiUBS Financial ServicesHartfordConn.•••2,03951031NGlenn FeiginMerrill Lynch Wealth ManagementGreenwichConn.•••1,034153235Matthew WunderNorthwestern MutualWestportConn.••••8190.60.933NAndrew ShantzUBS Private Wealth ManagementStamfordConn.••2,614254034NAndrew WorthingtonUBS Financial ServicesHartfordConn.•••1,956573534William DonnellMerrill Private Wealth ManagementGreenwichConn.•••1,5315253632Michael FreeburgGreenwich Wealth ManagementGreenwichConn.•••2,269102511Marvin McIntyreMorgan Stanley Private Wealth ManagementWashingtonD.C.•••••5,1397.53022John M. WilliamsMorgan Stanley Private Wealth ManagementWashingtonD.C.•••••3,563203533Michael O'NeillMorgan Stanley Private Wealth ManagementWashingtonD.C.••3,587283547James WohlgemuthMorgan Stanley Private Wealth ManagementWashingtonD.C.••1,239152554Keith AptonUBS Financial ServicesWashingtonD.C.•••2,6601040614John McKnightMerrill Lynch Wealth ManagementWashingtonD.C.•••2,90958710James NewUBS Private Wealth ManagementWashingtonD.C.••4,0911525812Tom RietanoMerrill Private Wealth ManagementWashingtonD.C.••2,249102095Brett AnthonyMorgan Stanley Wealth ManagementWashingtonD.C.•••••6,85315251011Michael FreimanMorgan Stanley Wealth ManagementWashingtonD.C.•••2,1281.531120Gregory MarcusUBS Private Wealth ManagementWashingtonD.C.••1,260507512NDee Ann SchedlerCIBC Private WealthWashingtonD.C.••8981114.31313Nick FranciaUBS Financial ServicesWashingtonD.C.•••2,66010401417Frederick ShrevesWells Fargo AdvisorsWashingtonD.C.••••••4,100371515William FinnertyUBS Private Wealth ManagementWashingtonD.C.•••818102016NJason GoldsteinRaymond JamesWashingtonD.C.••••4,15020401719Barry HaffnerUBS Financial ServicesWashingtonD.C.••1,04069189H.L. 'Trip' McLaughlin IIIMorgan Stanley Wealth ManagementWashingtonD.C.•••••6,83715251918Skip MoosherMorgan Stanley Wealth ManagementWashingtonD.C.••••1,3707102022William SlaterMerrill Private Wealth ManagementWashingtonD.C.••1,74415252116Richard HarrisAlex. Brown | Raymond JamesWashingtonD.C.•••••2,8117.52522NFrederick SchultzJ.P. Morgan Wealth ManagementWashingtonD.C.••2,400152523NTheodore HartMorgan Stanley Wealth ManagementWashingtonD.C.•••1,5535102423Paul GoreeMerrill Lynch Wealth ManagementWashingtonD.C.•••1,90961011Kimberlee OrthAmeriprise FinancialWilmingtonDel.••••2,1796.716.12NDavid FooteMorgan Stanley Wealth ManagementGreenvilleDel.•••1,287101533Thomas RiceMerrill Lynch Wealth ManagementWilmingtonDel.•••1,7193.5746Donald DeWees Sr.Wells Fargo AdvisorsGreenvilleDel.•••••1,1853552Peni WarrenMerrill Lynch Wealth ManagementDoverDel.••••8221.5265Thomas WeisenfelsMerrill Lynch Wealth ManagementWilmingtonDel.•••6581.12.511Brian PfeiflerMorgan Stanley Private Wealth ManagementPalm BeachFla.••••17,9005010024Scott SiegelMorgan Stanley Wealth ManagementBoca RatonFla.•••8,6452050370 N.Y.Deborah MontapertoMorgan Stanley Private Wealth ManagementPalm BeachFla.•40,5005015042Kevin PetersMorgan Stanley Wealth ManagementPalm BeachFla.•••6,78920.255.753Thomas MoranMoran Wealth ManagementNaplesFla.••••4,24952565Adam CarlinMorgan Stanley Private Wealth ManagementCoral GablesFla.••4,3192535713John ElwawMorgan Stanley Wealth ManagementMiamiFla.••3,468510086Louis ChiavacciMerrill Private Wealth ManagementCoral GablesFla.•3,67035759NSalvatore TianoFirst Republic Investment ManagementJupiterFla.••3,04312201028 N.Y.John OlsonMerrill Lynch Wealth ManagementPalm BeachFla.••2,46781511NClarke LemonsEaton Vance WaterOak AdvisorsWinter ParkFla.•••2,930410124 N.J.Frank SeminaraMorgan Stanley Private Wealth ManagementPalm BeachFla.••2,87010201310Robert DoyleDoyle Wealth ManagementSt. PetersburgFla.•••1,505241418Dominic CasanuevaMerrill Lynch Wealth ManagementLakewood RanchFla.••••8,37913152 Minn.Brad WheelockRBC Wealth ManagementNaplesFla.••••1,6543.25167Roy AppleJ.P. Morgan Wealth ManagementPalm Beach GardensFla.••3,0138.5201715 N.J.Joseph MatinaUBS Private Wealth ManagementNaplesFla.•••1,9617.5251811Michael BoberUBS Private Wealth ManagementBoca RatonFla.••2,78115301814Ed VentriceUBS Private Wealth ManagementBoca RatonFla.••2,781153020NMichael BrewsterWells Fargo AdvisorsPalm Beach GardensFla.••••4,0007152112Peter BermontRaymond JamesCoral GablesFla.•••••3,16012262221Jason StephensUBS Private Wealth ManagementNaplesFla.••1,91110202359 N.Y.Rod AronsonMorgan Stanley Private Wealth ManagementPalm BeachFla.••••3,25025352424 Ill.Linda StephansGraystone Consulting | Morgan StanleyPalm BeachFla.••••10,382150100259Don d'AdeskyRaymond JamesBoca RatonFla.•••••6,3945102622Margaret StarnerRaymond JamesCoral GablesFla.••1,550782714 N.J.James McLaughlinPrinceton Wealth Advisors | Raymond JamesVero BeachFla.•••2,726452828 Ill.Mark ThorndykeMerrill Lynch Wealth ManagementNaplesFla.•••2,1117.59.52925Michael McCainWells Fargo AdvisorsNaplesFla.••2,85410153019Keith RowlingMerrill Lynch Wealth ManagementPalm BeachFla.•••1,25210203120William KingMerrill Lynch Wealth ManagementVero BeachFla.•••••1,3868203215Todd MollProvenance Wealth Advisors | Raymond JamesFort LauderdaleFla.•••••4,10020503329Michelle MayerMerrill Private Wealth ManagementNaplesFla.•••1,91125503432Trevor FriedMorgan Stanley Wealth ManagementFort LauderdaleFla.•••1,1752535NArnold KimanCreative PlanningBoca RatonFla.•••1,0951.22.33610 Conn.Terence MarkeyMorgan Stanley Private Wealth ManagementVero BeachFla.••••3,93330503747Douglas BraffUBS Private Wealth ManagementWest Palm BeachFla.•••8,0675153816Jose CabreraRaymond JamesCoral GablesFla.•••••6,3945103928Andrew SchultzMorgan Stanley Private Wealth ManagementMiami BeachFla.••95412.54040NScott PinkertonFourThought Private WealthVeniceFla.••••••1,1943.574126Louise ArmourJ.P. Morgan Wealth ManagementPalm Beach GardensFla.•••••1,1907.5254238Manish MehtaUBS Private Wealth ManagementOrlandoFla.••••1,381454327Kenneth BurkeMerrill Lynch Wealth ManagementHeathrowFla.•••1,928121744NEric YaminMorgan Stanley Private Wealth ManagementMiamiFla.•••87410304552Randy HallierCreative PlanningSt. PetersburgFla.•••1,1521.2546NEric GlasbandRBC Wealth ManagementBoca RatonFla.••••1,2404.6104730Thomas RuggieRuggie Wealth ManagementTavaresFla.••••9381.12.84842Adam PalmerGraystone Consulting | Morgan StanleyTampaFla.••••••5,609554956Jeremy RuccioMerrill Private Wealth ManagementMiamiFla.••2,6181002005033William MerriamMerrill Lynch Wealth ManagementJacksonvilleFla.••••••1,365255175Chris GarvinUBS Financial ServicesFort LauderdaleFla.•••1,619385262Trent LeydaMorgan Stanley Wealth ManagementVero BeachFla.•••••1,7027.5155334Aimee CoganMorgan Stanley Wealth ManagementSarasotaFla.••••1,37910205444Kurt SylviaJ.P. Morgan Wealth ManagementPalm Beach GardensFla.••••1,346152555NRobert DwyerMerrill Lynch Wealth ManagementPunta GordaFla.••••8,379355650Gregory PollockMerrill Lynch Wealth ManagementRockledgeFla.••••2,82145.55737Nick SadowskyUBS Private Wealth ManagementBoca RatonFla.••3,27120505861Kevin JohnsonMorgan Stanley Private Wealth ManagementNaplesFla.••1,300355059NMatt KilgroeCyndeo Wealth PartnersSt. PetersburgFla.•••1,3856106040Thais PiotrowskiAmeriprise FinancialBoca RatonFla.•••1,1800.826149Steven WagnerOmnia Family WealthAventuraFla.••2,018305062NEric ApplewhiteMorgan Stanley Wealth ManagementBoca RatonFla.•••2,428256363Jeff HausingerAll Seasons Wealth | Raymond JamesTampaFla.•••7651.2264NRachael NaylorMorgan Stanley Private Wealth ManagementJacksonvilleFla.•••9,054501006545Rachel BarzilayMerrill Lynch Wealth ManagementBoca RatonFla.•••1,2896106646Gregory O'HareMerrill Private Wealth ManagementPalm Beach GardensFla.••1,09725406743Christopher AitkenUBS Private Wealth ManagementPonte Vedra BeachFla.••94825406841William LaPatoMerrill Lynch Wealth ManagementBoca RatonFla.•••806586935Daryn PingletonMerrill Lynch Wealth ManagementWest Palm BeachFla.•••1,3214.587039Janet Franco GordonMorgan Stanley Wealth ManagementCoral GablesFla.••1,0378.52471NPaul WoodRaymond JamesOrlandoFla.••••1,5250.81.57258Andrew PlumUBS Financial ServicesWest Palm BeachFla.••1,31415257368Matthew LytellRiverwalk Wealth Advisors | Northwestern MutualTampaFla.•••1,2252.667459Erick EllsweigMerrill Lynch Wealth ManagementWest Palm BeachFla.••2,1543.877576George PerezGenTrustMiamiFla.••2,60212.1207660Stephen RuvitusoMerrill Lynch Wealth ManagementPalm Beach GardensFla.••1,04215357751Michael SilverBaron Silver Stevens Financial AdvisorsBoca RatonFla.•••••902147835 N.J.Adam GurienMerrill Lynch Wealth ManagementPalm Beach GardensFla.•••••88746.579NBryce KennyMorgan Stanley Private Wealth ManagementTampaFla.••1,1743030080NShon FlahartyFlaharty Asset ManagementClearwaterFla.••••9540.758131Michael RomanchukMerrill Lynch Wealth ManagementMiamiFla.••••1,5948158254Adam RosenfeldMerrill Private Wealth ManagementMiamiFla.••1,194354008364Neil KishterMerrill Private Wealth ManagementBoca RatonFla.••1,3695208455Lucas HaberMerrill Lynch Wealth ManagementDaytona BeachFla.•••7322.53.512James HansbergerMorgan Stanley Private Wealth ManagementAtlantaGa.•••3,500205021Rod WestmorelandMerrill Private Wealth ManagementAtlantaGa.••4,283506034Brian FrankMorgan Stanley Private Wealth ManagementAtlantaGa.•••2,96552543Robert BalentineBalentineAtlantaGa.••••5,24021.62555Andrew HarbourMorgan Stanley Wealth ManagementAtlantaGa.•••••10,10051067Craig SavageWilliam BlairAtlantaGa.••••6,0112030714Earle DoddUBS Financial ServicesAtlantaGa.••6,6983507008NMichael MerlinRockefeller Capital ManagementAtlantaGa.••1,950102596Wes MossCapital Investment AdvisorsAtlantaGa.•••3,8761.52.5108Ron HughesMerrill Private Wealth ManagementAtlantaGa.•1,60150551116Justin RyanRockefeller Capital ManagementAtlantaGa.••1,82250125129Buck Wiley IIIMerrill Private Wealth ManagementAtlantaGa.•••3,17120301319Leslie LauerUBS Private Wealth ManagementAtlantaGa.•••4,38225601415Saul LevyMorgan Stanley Wealth ManagementAtlantaGa.••2,05612151512Bert PonderMerrill Private Wealth ManagementAtlantaGa.•••2,42015301621Jay JowersMerrill Private Wealth ManagementAtlantaGa.••3,46040501718Michael HinesConsolidated Planning Corporation | Raymond JamesAtlantaGa.••••1,0732.5418NJames KaufmanMerrill Lynch Wealth ManagementAtlantaGa.••••112,49710301920Charles HokeCIBC Private WealthAtlantaGa.••••1,64925.43020NDavid MackMerrill Lynch Wealth ManagementAtlantaGa.••••112,497251002122David SkidMorgan Stanley Wealth ManagementAtlantaGa.•••1,6615102213Donna JoynerMerrill Lynch Wealth ManagementAlpharettaGa.••1,31010202311Al ParkerMorgan Stanley Private Wealth ManagementAtlantaGa.••1,869501002425Ryan SmithNorthwestern MutualAtlantaGa.•••1,1312.552524Scott ThompsonCIBC Private WealthAtlantaGa.••2,07129.3502630Andy ZagerUBS Financial ServicesAtlantaGa.•••777452723Graham RobertsMorgan Stanley Wealth ManagementAtlantaGa.••2,2407.5152826Todd UrowskyUBS Financial ServicesAtlantaGa.•••3,151101529NRebecca GlasgowUBS Private Wealth ManagementAtlantaGa.••4,38225603028Thomas EppersonRockefeller Capital ManagementAtlantaGa.••1,17125501NEric FujimotoAmeriprise FinancialHonoluluHawaii••1,0191.152NWang Kar LeeMorgan Stanley Wealth ManagementHonoluluHawaii••••••1,6341.53.533James BennettMorgan Stanley Private Wealth ManagementHonoluluHawaii••••1,6691.8441Peter BackusMorgan Stanley Wealth ManagementHonoluluHawaii••••••2,0623554Matthew MegordenUBS Financial ServicesHonoluluHawaii•••6945106NRobert SaraccoMerrill Lynch Wealth ManagementHonoluluHawaii•••4443511Robert Brian KingRBC Wealth ManagementEagleIdaho••91551022Bruce DavidsonWells Fargo AdvisorsBoiseIdaho••••94352033Sandra DaltonUBS Financial ServicesBoiseIdaho•••••1,08751546Uwe RuttkeMerrill Lynch Wealth ManagementBoiseIdaho•••99941055Justin SamplesAmeriprise FinancialBoiseIdaho••••84011.96NAndy DodsonEdward JonesNampaIdaho•••3511111John CultraWilliam BlairChicagoIll.•••5,258182824Thomas WilsonWilliam BlairChicagoIll.•••4,785152532Steven HefterHLM Capital Wealth ManagementHighland ParkIll.••6,500123043Paul TashimaUBS Financial ServicesChicagoIll.••33,0257725055David MabieChicago CapitalChicagoIll.•••3,103510615Louise LaneWilliam BlairChicagoIll.••••3,4714777Andrew GriffoMorgan Stanley Wealth ManagementChicagoIll.••••48,2291020810Steve JesanisWilliam BlairChicagoIll.•••••3,417625914Tom BridgesCIBC Private WealthChicagoIll.••••4,2774.67.5109Raj BhatiaMerrill Private Wealth ManagementChicagoIll.•••2,7181525116Brian HahnNeuberger BermanChicagoIll.••2,16025501242Peter LeeSummit Trail AdvisorsChicagoIll.•••3,20125601311Scott MagnesenMorgan Stanley Wealth ManagementOak BrookIll.•••5,4680.531413Carlette McMullanWilliam BlairChicagoIll.••••2,1895151512James WhitneyGraystone Consulting | Morgan StanleyChicagoIll.••4,911401001618Steve ElkinsWilliam BlairChicagoIll.•••1,733151717Daniel FriesMerrill Lynch Wealth ManagementChicagoIll.•••1,615351822Daniel GrantWilliam BlairChicagoIll.••2,02015201916Robert FixWilliam BlairChicagoIll.•••1,5861.552023Kristina Van LiewGraystone Consulting | Morgan StanleyChicagoIll.••••10,3691501002127Kathleen RoeserMorgan Stanley Wealth ManagementChicagoIll.•••1,9758182236Matthew DilligThe Dillig Bowen Group | HightowerNorthbrookIll.•••1,53335502338Benjamin KleinMerrill Lynch Wealth ManagementNorthbrookIll.•••1,3017.5102431David WrightMerrill Private Wealth ManagementChicagoIll.•••3,16325402519Louis PasterUBS Financial ServicesChicagoIll.••33,025772502630Brad DeHondMorgan Stanley Private Wealth ManagementChicagoIll.•••3,19052.6602732Sharon OberlanderMerrill Lynch Wealth ManagementChicagoIll.•••1,9255122835Russell McLeanMcLean Wealth Management Group | Wells Fargo Advisors Financial NetworkOak BrookIll.•••2,9872.57.52925Michael SchafferWells Fargo AdvisorsDeerfieldIll.•••1,590153030NVanessa MartinezThe Lerner Group | HightowerDeerfieldIll.•••1,79452031NW Janet DoughertyCressetChicagoIll.••6,42925253234Joseph KartheiserMorgan Stanley Private Wealth ManagementChicagoIll.••2,00815253333Walter JR GondeckThe Lerner Group | HightowerDeerfieldIll.•••1,7945203429Ted DavisMorgan Stanley Wealth ManagementChicagoIll.••1,0012.533541Jay MaltbyUBS Private Wealth ManagementChicagoIll.••3,10115203640David WilkinsonMorgan Stanley Private Wealth ManagementChicagoIll.•1,03635403748Michael SakachGraystone Consulting | Morgan StanleyChicagoIll.••4,919401003856Brian MarshallWilliam BlairChicagoIll.••••1,124353939Michael CohenMorgan Stanley Wealth ManagementChicagoIll.•••2,153224047Ajay DesaiUBS Private Wealth ManagementChicagoIll.•••1,919503004126Tom KilbornMerrill Lynch Wealth ManagementNorthbrookIll.•••1,32357.542NJohn Stevenson Jr.Wells Fargo AdvisorsQuincyIll.••••1,837344344Robert SiracusanoWells Fargo Advisors Financial NetworkNapervilleIll.•••9253.544437James OberheideMorgan Stanley Private Wealth ManagementChicagoIll.••3,94350754545Brian SpeersMerrill Lynch Wealth ManagementOak BrookIll.•••1,6023.554621Kevin LynchMorgan Stanley Private Wealth ManagementChicagoIll.••1,64548604752Bruce BeckerMorgan Stanley Wealth ManagementChicagoIll.•••1,29572048NThomas MarxWilliam BlairChicagoIll.••••1,1796124954John HammondMerrill Lynch Wealth ManagementNorthbrookIll.•••1,296585059Jason BeckwithMerrill Lynch Wealth ManagementChicagoIll.•••1,057355143Sean LannanMorgan Stanley Wealth ManagementChicagoIll.••3,4892.535253Benjamin LeshemHLM Capital Wealth ManagementHighland ParkIll.••6,50012305360Jacqueline MossWilliam BlairChicagoIll.••1,16930405449David SheppardMerrill Lynch Wealth ManagementDeer ParkIll.••9367955NBrett WhiteAmeriprise FinancialOakbrook TerraceIll.••1,1590.925646Dan HoffmannMorgan Stanley Wealth ManagementChicagoIll.••3,4882.52.55755Christopher GarrityMerrill Lynch Wealth ManagementNorthbrookIll.•••1,8303558NBruce K. LeeKeebeck Wealth ManagementChicagoIll.••1,600155059NLaura LingerWilliam BlairChicagoIll.•••8635256050Kyle ChudomMorgan Stanley Wealth ManagementOak BrookIll.•••1,2521312John CateMerrill Lynch Wealth ManagementIndianapolisInd.•••23,7824251,00021Wm. Craig DobbsGraystone Consulting | Morgan StanleyIndianapolisInd.•37,961294.6231.833John PerryMorgan Stanley Wealth ManagementIndianapolisInd.•••1,415102545Eric PayneMerrill Lynch Wealth ManagementIndianapolisInd.•••••2,8185854Martin GregorMerrill Private Wealth ManagementIndianapolisInd.•••2,831508066Christopher MooreAmeriprise FinancialFort WayneInd.•••1,20923.577Ronald MenciasMerrill Lynch Wealth ManagementIndianapolisInd.•••••2,81858811Brian AustinAmeriprise FinancialIndianapolisInd.••1,1511.32.3912Daniel FinleyMerrill Lynch Wealth ManagementFort WayneInd.••••1,341251014John SchutzBairdEvansvilleInd.••8270.71.7118Brian CookeCooke Financial GroupIndianapolisInd.••••2,41046118Chris CookeCooke Financial GroupIndianapolisInd.••••2,4104613NEric BruntonMerrill Lynch Wealth ManagementIndianapolisInd.••••12,4302.34.21410Jonathan KlausnerMorgan Stanley Wealth ManagementIndianapolisInd.•••2,8485111517Scott SaxeWells Fargo AdvisorsEvansvilleInd.•••1,028121615K. Gregory AkersMerrill Lynch Wealth ManagementIndianapolisInd.•••••1,418351716Kevin McMullenMerrill Lynch Wealth ManagementIndianapolisInd.•••71022.81813John DuffyMorgan Stanley Wealth ManagementIndianapolisInd.••••2,9384.51113Bryan BoesenMorgan Stanley Wealth ManagementDes MoinesIowa•••1,24951021Matt FryarWells Fargo AdvisorsCliveIowa••1,0405103NScott LeibfriedAmeriprise FinancialDubuqueIowa••1,2140.61.542Jeffrey BrandtAmeriprise FinancialFort DodgeIowa•••1,0220.43.554Timothy FinucanEdward JonesWebster CityIowa•••8090.846NEli WynesUnited Iowa FinancialIowa CityIowa•••••1,2000.50.811Tim SuttonCreative PlanningOverland ParkKan.•••1,4701.7202NTom FreemanFCS Private Wealth Management & Family OfficeLeawoodKan.•••1,851203535Jay BeebeCreative PlanningOverland ParkKan.••••1,4891.91542Scott FergusonMorgan Stanley Wealth ManagementLeawoodKan.•••••2,0602954Tim WerthWerth Wealth Management | Raymond JamesHaysKan.••••••1,2422563Trey BarnesMariner Wealth AdvisorsOverland ParkKan.••••2,7962.2611Barry BarlowMerrill Lynch Wealth ManagementLouisvilleKy.••••1,29067.523Travis MusgraveMerrill Lynch Wealth ManagementLexingtonKy.••1,11661134Thomas PerroneMorgan Stanley Wealth ManagementLouisvilleKy.••••1,5052.13.145William WatsonAmeriprise FinancialOwensboroKy.••••1,3220.8252Philip McCauleyMorgan Stanley Wealth ManagementLouisvilleKy.••••1,5297.5106NMitch SettleBairdOwensboroKy.•••9290.91.877Dan FoutchBairdGlasgowKy.••••98212.389Douglas KiskerAmeriprise FinancialCrestview HillsKy.••8082.32.596Morgan FisterMorgan Stanley Wealth ManagementLexingtonKy.•••678351012Mark SwitowUBS Private Wealth ManagementLouisvilleKy.•••956925118Scott KellyMerrill Private Wealth ManagementLouisvilleKy.••••1,775751001210Dean DonohueAmeriprise FinancialLouisvilleKy.•••7972.13.411Curtis EustisMerrill Lynch Wealth ManagementNew OrleansLa.•••••1,437102523James SpiroMorgan Stanley Wealth ManagementNew OrleansLa.•••2,6061535Jacque KuchtaUBS Financial ServicesNew OrleansLa.•••876364NIra FeldMorgan Stanley Wealth ManagementBaton RougeLa.••••1,1125854Scott HardieMerrill Lynch Wealth ManagementNew OrleansLa.••••1,5164466Don CelestinMorgan Stanley Wealth ManagementMandevilleLa.••••9683.51011Brian ClementRBC Wealth ManagementPortlandMaine•••7943725Robertson BreedF.L.Putnam Investment Management CompanyPortlandMaine••••7814732Jeremiah BurnsMorgan Stanley Wealth ManagementPortlandMaine•••60952043Thomas Gower IIIUBS Financial ServicesBangorMaine•••7993.155NMelissa DuffyWhite Pine Wealth ManagementFalmouthMaine••••93423.564Todd DoolanMorgan Stanley Wealth ManagementPortlandMaine••••50323.411Robert SchererGraystone Consulting | Morgan StanleyPotomacMd.•••••11,514252522Kent PearceMerrill Lynch Wealth ManagementTowsonMd.••2,45581533Joseph JacquesJacques FinancialRockvilleMd.••1,5011.2346Peter DunneMerrill Lynch Wealth ManagementBethesdaMd.•••••5,201507557Jeff LeventhalHightower BethesdaBethesdaMd.••1,38551068E. Geoffrey SellaSPC Financial | Raymond JamesRockvilleMd.••1,21911.6712Brett CliffordMorgan Stanley Private Wealth ManagementBaltimoreMd.•••3,173203085James MeekGraystone Consulting | Morgan StanleyBaltimoreMd.•••••3,09716.630911Ann Marie EterginoRBC Wealth ManagementChevy ChaseMd.••••••1,5987.5151010Ross CharkatzGraystone Consulting | Morgan StanleyPotomacMd.••••••12,6302525119Barry GarberAlex. Brown | Raymond JamesBaltimoreMd.•••4,35615251213Gregory BakerMerrill Lynch Wealth ManagementBethesdaMd.•••1,4123.551321Thomas LeeLee, Sipe & Associates | Raymond JamesRockvilleMd.•••1,065231416Jonathan MurrayUBS Financial ServicesHunt ValleyMd.••••1,881251517Peter MallerMaller Wealth AdvisorsHunt ValleyMd.••••8851.77.41619Nicholas SerenyiMorgan Stanley Wealth ManagementRockvilleMd.••••2,5043517NRichard WagenerWagener Lee Wealth Advisors | Raymond JamesColumbiaMd.•••••925251818Phil RauchWilliam BlairBaltimoreMd.••••1,2285201922Ryan BowmanMorgan Stanley Wealth ManagementRockvilleMd.••••2,5043720NMichael RileyRBC Wealth ManagementRockvilleMd.•••8632.1521NAdam RorrerMorgan Stanley Wealth ManagementBethesdaMd.••••••1,2803.6102224William OrrMerrill Private Wealth ManagementFrederickMd.••••1,312202523NBradley HillMorgan Stanley Wealth ManagementEastonMd.•••1,72251524NBeth RosenwaldRBC Wealth ManagementBaltimoreMd.•••6702.5412Raj SharmaMerrill Private Wealth ManagementBostonMass.•6,394101521Peter PrinciGraystone Consulting | Morgan StanleyBostonMass.•••••7,475102034Susan KaplanKaplan Financial ServicesNewtonMass.••2,7754.510412Devin CondronMorgan Stanley Private Wealth ManagementBostonMass.••5,1583050510John LechnerMorgan Stanley Private Wealth ManagementBostonMass.••7,6352510066Brian StrachanMorgan Stanley Private Wealth ManagementBostonMass.•••2,468101879Daniel WilsonAmeriprise FinancialAuburndaleMass.••4,3790.5588Victor T. LivingstoneMorgan Stanley Private Wealth ManagementBostonMass.••••7,7043510095Richard F. ConnollyMorgan Stanley Private Wealth ManagementBostonMass.••••••8,1592030107Thomas BartholomewBartholomew & CompanyWorcesterMass.•••3,5522.39.51113Charles S. Bean IIIHeritage Financial ServicesWestwoodMass.•••2,1002.541215Raju PathakMorgan Stanley Wealth ManagementBostonMass.•••2,2908201323Eric RiakCIBC Private WealthBostonMass.•2,53597.51501421David JavaheriMorgan Stanley Wealth ManagementWellesleyMass.••1,9417151516William SullivanUBS Private Wealth ManagementBostonMass.••1,70025501617Mary MullinMerrill Lynch Wealth ManagementBostonMass.••1,9545201718Peter NoonanJ.P. Morgan Wealth ManagementBostonMass.•••2,64115751822Ira RapaportNew England Private Wealth AdvisorsWellesleyMass.••2,4357.791920John SpoonerMorgan Stanley Wealth ManagementBostonMass.•••1,402257020NDomenic MarinelliMorgan Stanley Wealth ManagementBostonMass.•••84251021NTerrence McMahonMorgan Stanley Private Wealth ManagementBostonMass.•••7,638251002226Stephen KelliherMorgan Stanley Wealth ManagementNorwellMass.••••••4,74810102325Gary McGuirkMerrill Private Wealth ManagementBostonMass.••2,91928552428Carl CafaroMerrill Lynch Wealth ManagementNewtonMass.••••4,516152525NJason TrainoMorgan Stanley Wealth ManagementMiddletonMass.••••2,4123152619Richard MillerAmeriprise FinancialWellesleyMass.•••1,5000.71.527NMichael MillerWellesley Asset ManagementWellesleyMass.••••3,090252814Cory SchauerAlex. Brown | Raymond JamesBostonMass.••2,63411252929Mark WinthropWinthrop WealthWestboroughMass.••••1,621383024Debra BredeD.K. Brede Investment Management Company, a GW & Wade CompanyNeedhamMass.••••1,4942.5411Charles C. ZhangZhang FinancialPortageMich.•••4,77851022David KudlaMainstay Capital ManagementGrand BlancMich.•••3,7702433Jeffrey FratarcangeliFratarcangeli Wealth ManagementBloomfield HillsMich.•••3,35082547Timothy LongMerrill Lynch Wealth ManagementGrand RapidsMich.••••••6,5657.51054Dana LocniskarMerrill Private Wealth ManagementTroyMich.••3,737152566Philip AppelMerrill Lynch Wealth ManagementBloomfield HillsMich.•••3,0976.2778Melissa SpicklerMerrill Lynch Wealth ManagementBloomfield HillsMich.•••1,5042589Kevin VanDykeBloomfield Hills FinancialBloomfield HIllsMich.•••1,87224912Leo StevensonMerrill Lynch Wealth ManagementWyandotteMich.••••••1,1501.52.51011David BrazenAmeriprise FinancialTroyMich.••2,888131110Brian BriceGraystone Consulting | Morgan StanleyBirminghamMich.••••5,7365101214Frank MigliazzoMerrill Private Wealth ManagementTroyMich.••1,65310301313Frank MooreVintage Financial ServicesAnn ArborMich.••8801.62.41419Nicole ChristiansMerrill Lynch Wealth ManagementFarmington HIllsMich.••••2,818151515Marie VanerianMerrill Lynch Wealth ManagementTroyMich.•••••2,81220201620Aaron RomainMerrill Lynch Wealth ManagementFarmington HillsMich.••••2,818151718Timothy BriceGraystone Consulting | Morgan StanleyBirminghamMich.••••5,6645101821Richard BloomBloom AdvisorsFarmington HillsMich.••1,4110.81.11923William MackayMerrill Lynch Wealth ManagementGrand RapidsMich.•••••6,565101520NLyle WolbergTelemus CapitalSouthfieldMich.•••3,2582.84.82117Abraham PostMerrill Lynch Wealth ManagementTroyMich.•••1,1525102222Michael RosloniecGraystone Consulting | Morgan StanleyGrand RapidsMich.•••••8,6759025023NMark FudoldMorgan Stanley Wealth ManagementTroyMich.•••8091.352425Jay McGillMerrill Lynch Wealth ManagementAuburn HillsMich.•••1,1282.552528Scott BerneckerMerrill Lynch Wealth ManagementGrand RapidsMich.••••••1,96510152624Chris WilkerMorgan Stanley Wealth ManagementTroyMich.•••816252729Eric FurlotteAmeriprise FinancialFarmington HillsMich.•••2,8881328NJames KruzanKaydan Wealth ManagementFentonMich.••6621.72.529NJon VigiUBS Private Wealth ManagementBirminghamMich.••••••1,000102530NRobert BradleyMorgan Stanley Wealth ManagementFarmington HillsMich.•••1,3791.8311Richard S. BrownJNBA Financial AdvisorsBloomingtonMinn.•••2,0261.522NRob MetcalfUBS Private Wealth ManagementWayzataMinn.••2,9795010033Louis CloseUBS Private Wealth ManagementWayzataMinn.••2,622102544Christina BoydMerrill Lynch Wealth ManagementWayzataMinn.•••1,9497.51555Charlie KelleyCompass Capital ManagementMinneapolisMinn.••••1,87961067Ben MarksMarks Group Wealth ManagementMinnetonkaMinn.•••••1,78125712Aaron HoweRBC Wealth ManagementWayzataMinn.•••1,23951088Jesse BullUBS Private Wealth ManagementWayzataMinn.•••1,4331020918Michelle YoungAmeriprise FinancialEdinaMinn.•••1,1481.12.8109David A. OlsonMorgan Stanley Wealth ManagementRochesterMinn.••••8673.57.51110Michael SlaggieSlaggie Capital Group | Raymond JamesWinonaMinn.••••1,80012.51213Randy DoroffAmeriprise FinancialBloomingtonMinn.••9741.32.51311Robert SwillerUBS Financial ServicesMinneapolisMinn.•••90321014NJoseph LoftusUBS Financial ServicesMinneapolisMinn.•••1,11915251514Jacob CreydtUBS Financial ServicesBloomingtonMinn.••••1,243231616Mark JoernAmeriprise FinancialMinneapolisMinn.••1,175351717Royal JarosAmeriprise FinancialApple ValleyMinn.•••1,06212.11819Rhett NeumanRBC Wealth ManagementStillwaterMinn.••••727131924Theresa WardMerrill Private Wealth ManagementMinneapolisMinn.••94251020NDerek CherneUBS Private Wealth ManagementWayzataMinn.••95610252123Michael ErpeldingErpelding Wealth Management | Northwestern MutualEdinaMinn.•••9320.40.52215Frank SummersMerrill Lynch Wealth ManagementMinneapolisMinn.•••1,2701.52.523NChris WatkinsUBS Private Wealth ManagementMinneapolisMinn.•••2,62215252421William SukupWealth Enhancement GroupWoodburyMinn.•••6401.21.811Bill Rush MosbyUBS Financial ServicesJacksonMiss.••••1,6472.54.52NMelanie DowellMorgan Stanley Wealth ManagementRidgelandMiss.••••1,81351032John McRaeRaymond JamesMeridianMiss.••••••8980.4143Arthur FinkelbergRaymond JamesRidgelandMiss.•••6121.5254Lynn Phillips-GainesPhillips Financial | Raymond JamesStarkvilleMiss.•••3251265Bill GearyRaymond JamesJacksonMiss.••••1,1442612Michael JefferiesUBS Financial ServicesKansas CityMo.••••4,1671321Michael MoellerMoeller Investment GroupChesterfieldMo.••••••2,1803533Bud KingUBS Private Wealth ManagementSt. LouisMo.••1,668103046Seth MurrayAmeriprise FinancialSpringfieldMo.••2,6361254Diane CompardoMoneta GroupClaytonMo.••2,240151865Mark WilkinsUBS Private Wealth ManagementClaytonMo.••1,04234.77578Kathleen YoungermanMorgan Stanley Private Wealth ManagementChesterfieldMo.•••5703575814Scott UnderwoodSocium Advisors | Northwestern MutualSt. LouisMo.••••1,0171.45.5910James HiseMerrill Private Wealth ManagementKansas CityMo.•••1,46813.5181011Dennis WilliamsMorgan Stanley Private Wealth ManagementKansas CityMo.•••1,90981411NShawn WilliamsMerrill Private Wealth ManagementFrontenacMo.••••5,614100100129Theresa GorinMerrill Lynch Wealth ManagementChesterfieldMo.•••863351317Bradford KoenemanMoneta GroupClaytonMo.••••870810147Gordon Hamilton IIIMorgan Stanley Wealth ManagementKansas CityMo.•••1,6271.51.51513Donald SwansonEdward JonesJoplinMo.••6620.61.11612Robert MillnerMorgan Stanley Wealth ManagementClaytonMo.•••1,707251715James MooreWells Fargo AdvisorsClaytonMo.•••8003618NJohn GatewoodGatewood Wealth SolutionsSt. LouisMo.•••8500.62.811James B. StackStack Financial ManagementWhitefishMont.•••1,6032522Jared LosingAmeriprise FinancialMissoulaMont.•••9060.32.234Todd VralstedUBS Financial ServicesBillingsMont.••••1,4082745Charles WagnerMerrill Lynch Wealth ManagementBillingsMont.••••2,6082.5553William RoyerUBS Financial ServicesBillingsMont.•••••1,408376NJoshua HedgeMerrill Lynch Wealth ManagementBillingsMont.••••2,6082.5513Jim SiemonsmaMariner Wealth AdvisorsOmahaNeb.•••2,0921.2322Andrew RobinsonMorgan Stanley Wealth ManagementOmahaNeb.•••2,3859.81534Ryan SwartzCreative PlanningOmahaNeb.•••3,6082.21545Jason DworakUBS Private Wealth ManagementLincolnNeb.••1,48682056John GarlockRBC Wealth ManagementOmahaNeb.•••••1,150356NTim HarrisonHarrison Financial Services | Northwestern MutualOmahaNeb.•••8300.78.9180 Calif.Mark BinderUBS Private Wealth ManagementLas VegasNev.•5,134355021Randy GarciaThe Investment Counsel CompanyLas VegasNev.•••1,7135.510359 Calif.Keith TanabeMerrill Lynch Wealth ManagementHendersonNev.••••••7,0285154113 Calif.Phillip ScottMerrill Lynch Wealth ManagementRenoNev.•••1,02131252Deborah DanielsonDanielson Financial Group | LPL FinancialLas VegasNev.•••6462566Geoffrey LeeAmeriprise FinancialHendersonNev.•••8471.3311Robert BonfiglioAmeriprise FinancialBedfordN.H.••2,6473422John HabigMorgan Stanley Wealth ManagementPortsmouthN.H.•••5411.533NBrent KileyAmeriprise FinancialBedfordN.H.••2,2680.8243Brian DoyleWells Fargo AdvisorsHanoverN.H.•••••1,30051054P. 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SchwarzMorgan Stanley Private Wealth ManagementNew YorkN.Y.••5,47625503541John BarrettMerrill Lynch Wealth ManagementNew YorkN.Y.••••2,862351003635Michael PoppoUBS Financial ServicesNew YorkN.Y.••••1,7858123733Joshua MalkinMorgan Stanley Private Wealth ManagementNew YorkN.Y.••••2,56310253851Jason BabbFirst Republic Investment ManagementNew YorkN.Y.••4,6167153950Jeffrey KlotzUBS Private Wealth ManagementNew YorkN.Y.••••19,7748254031Andrew SukhinMorgan Stanley Private Wealth ManagementNew YorkN.Y.•••2,99025654147John LongoGraystone Consulting | Morgan StanleyNew YorkN.Y.•••18,6761002004224Jonathan KassMerrill Lynch Wealth ManagementNew YorkN.Y.••9,18410254363Jonathan AdamskyUBS Private Wealth ManagementNew YorkN.Y.•••19,7747154448Mihir PatelMorgan Stanley Private Wealth ManagementNew YorkN.Y.••2,9195254537Robert McGintyMerrill Private Wealth ManagementNew YorkN.Y.••••21,30351604662Jeffrey WinikMorgan Stanley Wealth ManagementNew YorkN.Y.••••14,98871447NChristopher WimpfheimerJ.P. 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Scott Uptegraph Jr.Morgan Stanley Wealth ManagementHoustonTexas•••66710258682Charles NeuhausWells Fargo AdvisorsHoustonTexas•••90625408785Dan NelsonMerrill Private Wealth ManagementSan AntonioTexas••••2,54517208886Gail UtterWells Fargo AdvisorsShermanTexas•••7003.558972Myrteel WardGraystone Consulting | Morgan StanleySan AntonioTexas•••••5,14730459087F. Michael Wood Jr.Merrill Private Wealth ManagementSan AntonioTexas••••2,545172012John Van WagonerMerrill Private Wealth ManagementSalt Lake CityUtah•••1,194102525Carl L. LaurellaMerrill Lynch Wealth ManagementSalt Lake CityUtah•••2,10810153NMichael PeirceUBS Private Wealth ManagementSalt Lake CityUtah••••1,038121546Jeff RoundyMerrill Lynch Wealth ManagementSalt Lake CityUtah•••2,108101554Jack BroderickStifelPark CityUtah••1,12910156NPaul ShoemakerMorgan Stanley Wealth ManagementSalt Lake CityUtah•••1,30141211Tim StotzMorgan Stanley Wealth ManagementColchesterVt.•••••1,7642.55.422Brian PelkeyMorgan Stanley Wealth ManagementColchesterVt.•••1,162343NJared HendlerUBS Private Wealth ManagementSouth BurlingtonVt.••1,254253043Timothy O'BrienUBS Financial ServicesSouth BurlingtonVt.•••5233554Jeff DanniesMorgan Stanley Wealth ManagementBurlingtonVt.•••••1,0361.5366CJ Charlebois MelendyAmeriprise FinancialWillistonVt.••5191.32.511Stephan CassadayCassaday & CompanyMcLeanVa.•••4,5271.5222Joseph MontgomeryThe Optimal Service Group of Wells Fargo AdvisorsWilliamsburgVa.••••••19,99671538David KarpCressetRestonVa.••22,960202545Jeffrey GrinspoonVWG Wealth ManagementViennaVa.••1,9335756Lowell PrattBurney CompanyRestonVa.•••2,3031.4363Tristan CaudronCaudron Megary Blackburn Wealth Management Group of Wells Fargo AdvisorsAlexandriaVa.•••2,22123.574Barry GlassmanGlassman Wealth ServicesViennaVa.•••1,8275887Dalal SalomonSalomon & LudwinRichmondVa.•••1,50651599Ryan SprowlsAlexandria Wealth Management Group of Wells Fargo AdvisorsAlexandriaVa.•••1,5583.5121010Susan KimAmeriprise FinancialViennaVa.••2,0291.72.81112Kelly CampbellCampbell Wealth ManagementAlexandriaVa.••1,0111.32.512NJames BogartBogart WealthMcLeanVa.•••1,8063.84.51313Allan StrangeJanney Montgomery ScottRichmondVa.•••••1,8751.531411Gregory SmithBairdRestonVa.•••2,8411.651514Michael JoyceAgiliRichmondVa.••1,0303.341619Simon HamiltonBairdRestonVa.•••2,8411.651729Stephen ParkUBS Financial ServicesMcleanVa.••••1,1025251827Jamie CoxHarris Financial GroupRichmondVa.•8760.71.51916Brett HayesHayes Nystrom Sarrett Wealth Management GroupRichmondVa.•••••2,330232018Garret AlcarazWells Fargo AdvisorsVirginia BeachVa.•••••2,2415102123Brude StoeverStoever & Palmore Investment GroupRichmondVa.••••1,1885522NNeil GoetzmanRaymond JamesAlexandriaVa.•••9383523NJeffrey HamblenWashington Financial GroupMcLeanVa.••••4,40012.52426Nolan StokesNorthwestern MutualFairfaxVa.•••1,0552.511.52521Aashish MataniMerrill Lynch Wealth ManagementNorfolkVa.•••••1,653452624Mark LeonardMorgan Stanley Wealth ManagementMcLeanVa.••92881027NBrian FordRBC Wealth ManagementRichmondVa.••••9832328NChristopher MacNamaraMerrill Lynch Wealth ManagementViennaVa.•••1,12323.529NScott GarnettUBS Financial ServicesRichmondVa.•••559123030Rob ReichWells Fargo AdvisorsMcLeanVa.•••8427.11411Erik MorganFreestone Capital ManagementSeattleWash.•••7,3014.66.523Randall LindeAmeriprise FinancialRentonWash.•••4,9781.22.832Dean BraunMorgan Stanley Private Wealth ManagementSeattleWash.••7,48820304NPhil ScottFirst Republic Investment ManagementBellevueWash.•••2,927105057Jon JonesBrighton JonesSeattleWash.•••9,8583.5668Charles BrightonBrighton JonesSeattleWash.•••9,8583.5676Michael MatthewsUBS Private Wealth ManagementBellevueWash.•••1,98871684Erin ScannellAmeriprise FinancialMercer IslandWash.•••4,2520.5195Cameron RagenBairdSeattleWash.•••3,0001.981013Lowry WestMorgan Stanley Private Wealth ManagementSeattleWash.••2,0381840119Paul RiedPaul R. 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Va.••••••3,956255011Michael KleinBairdMilwaukeeWis.••••••15,39227352NAndrew BurishUBS Financial ServicesMadisonWis.•••4,8762332Barry MartzahlGraystone Consulting | Morgan StanleyGreen BayWis.•••••3,29851046Thomas ParksGraystone Consulting | Morgan StanleyMilwaukeeWis.•••13,822757553Bryan SadoffSadoff Investment ManagementMilwaukeeWis.••••1,6832.8465Michael SadoffSadoff Investment ManagementMilwaukeeWis.••••1,6832.847NDavid SpanoAnnex Wealth ManagementElm GroveWis.••4,2460.82817Tyson RayFORM Wealth Advisors | Raymond JamesLake GenevaWis.•••66812.599Matthew HeckmannNorthwestern MutualMiddletonWis.•••8902.55.5107Philip DallmanBairdMilwaukeeWis.••••••15,39227351111Chris DoughtyGentian Financial | Raymond JamesMequonWis.•••6101.52.51212Vince CiminoWealth Enhancement GroupClintonWis.••7340.20.5134Mark OrgelOrgel Wealth ManagementAltoonaWis.••••6,2432.22.31410Chris CalvelliBairdMilwaukeeWis.••••4,696812158Michael SmithAmeriprise FinancialStevens PointWis.••6850.91.51614David EpsteinBairdMilwaukeeWis.••••4,6968121716John LarsenRBC Wealth ManagementMequonWis.•••8082.541813Walter MeanwellWells Fargo AdvisorsMadisonWis.•••59013.111Kevin MurphyStifelCasperWyo.•••••66012.522Randy HalfpopThe Compass Wealth Group | Raymond JamesCheyenneWyo.•••4060.8134Christopher Van SlykeWorthPointeJacksonWyo.••••7751343Ryan ScottEdward JonesRock SpringsWyo.•••2961.21.955Daniel StevensEdward JonesCodyWyo.•••25511.46NLonnie BullEdward JonesLanderWyo.•••2860.60.7 N = Not Ranked Barron's TOPICS * Cryptocurrencies * Data * Magazine * Markets * Stock Picks * Market Brief Videos * Barron's Live * Roundtable * Barron's Stock Screen * Personal Finance * Streetwise * Advisor Directory MEMBERSHIPS * Subscribe to Barron's * Subscribe to Barron's Advisor TOOLS * Saved Articles * Watchlist * Newsletters * Video Center CUSTOMER SERVICE * Customer Center NETWORK * The Wall Street Journal * MarketWatch * Investors Business Daily * Penta * Mansion Global * Financial News London NEWSSTAND * Buy Issues * Reprints * E-Edition FOR BUSINESS * Corporate Subscriptions FOR EDUCATION * Investing in Education FOR ADVERTISERS * Press & Media Inquiries * Advertising ACCOUNT * Sign In * Subscriber Benefits * Manage Notifications * Manage Alerts ABOUT BARRON'S * Live Events * Centennial Privacy Notice Cookie Notice Manage Cookies Copyright Policy Accessibility Do Not Sell My Personal Information Data Policy Your Ad Choices Subscriber Agreement & Terms of Use Barron's Archive Copyright © 2022 Dow Jones & Company, Inc. 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