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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
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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. Kevin O'BrienP. Kevin O’Brien Wealth
Management Group of Wells Fargo AdvisorsPortsmouthN.H.•••5381.53.565Sean
DoyleMerrill Lynch Wealth ManagementManchesterN.H.•••53422.5111Michael
RiccaMorgan Stanley Wealth ManagementFlorham ParkN.J.•••5,11481521Gary
TantleffUBS Financial ServicesWarrenN.J.••7,09091033Daniel SchwartzUBS Private
Wealth ManagementParamusN.J.••3,324254042Mary DeatherageMorgan Stanley Private
Wealth ManagementLittle FallsN.J.••3,8331025520Scott MahoneyMorgan Stanley
Private Wealth ManagementMorristownN.J.••1,4102030612Andy SchwartzBleakley
Financial GroupParsippanyN.J.••••2,3003576Mark LippmanWells Fargo
AdvisorsLinwoodN.J.••••2,5302.54813Elliott KugelMerrill Lynch Wealth
ManagementBridgewaterN.J.•••2,2452.84916Mark FendrickUBS Financial ServicesMount
LaurelN.J.••1,53157107John MiceraRBC Wealth ManagementFlorham
ParkN.J.•••••1,6256.513118Bruce PomerantzWells Fargo AdvisorsShort
HillsN.J.•••1,9097151217Thomas MeyerMeyer Capital
GroupMarltonN.J.•••1,53524135Richard UdineMorgan Stanley Wealth ManagementMount
LaurelN.J.•••1,7543.55149Christopher CookMerrill Lynch Wealth ManagementFlorham
ParkN.J.••2,2536101525Neil McPeakWells Fargo
AdvisorsLinwoodN.J.••••1,7502.551618Jack BurkeMerrill Lynch Wealth
ManagementFlorham ParkN.J.••5,669102017110 N.Y.Michael TaggartJ.P. Morgan Wealth
ManagementMorristownN.J.•••1,00710201821L. Marc ShegoskiUBS Financial
ServicesPrincetonN.J.••••5,71042701922Mark TobiasMorgan Stanley Wealth
ManagementNew BrunswickN.J.••8365102019Bruce GsellMerrill Lynch Wealth
ManagementIselinN.J.••••16,3972.5521NYash DalalMorgan Stanley Wealth
ManagementParamusN.J.•••8606102224Mark CortazzoWealth Enhancement
GroupParsippanyN.J.••••9322.57.523NMary GuzaMorgan Stanley Wealth
ManagementFlorham ParkN.J.•••4,8038152426Ken SchapiroCondor Capital
ManagementMartinsvilleN.J.••••1,5882.53.82529Bruce BarthMerrill Lynch Wealth
ManagementShort HillsN.J.••••2,3172.33.52636David BriegsMerrill Lynch Wealth
ManagementBridgewaterN.J.•••2,2452.842739Raymond ChaseUBS Private Wealth
ManagementFlorham ParkN.J.•••1,6458102841Anthony ValenteMorgan Stanley Wealth
ManagementShrewsburyN.J.••••2,518122927Goran BojovskiMerrill Lynch Wealth
ManagementIselinN.J.••••16,3972.553023Stephen PollardMerrill Lynch Wealth
ManagementPrincetonN.J.••1,6495103134Francis BitterlyMorgan Stanley Wealth
ManagementRed BankN.J.•••7283732NRobert MoseraWells Fargo
AdvisorsParamusN.J.•••985353338Patricia BellMerrill Lynch Wealth ManagementShort
HillsN.J.••874353430James MalteseMerrill Lynch Wealth
ManagementIselinN.J.•••1,7734535NReed FinneyBleakley Financial GroupEssex
FellsN.J.•••804253631Greg MakowskiCFS Investment Advisory
ServicesTotowaN.J.••••1,950253732Harris NydickCFS Investment Advisory
ServicesTotowaN.J.••••1,950253833William MunnAmeriprise
FinancialParamusN.J.•••1,0970.833944Julia BishopMerrill Lynch Wealth
ManagementFlorham ParkN.J.•••2,2902.554040Steven RothmanUBS Financial
ServicesRed BankN.J.•••6491.534145David ComitoMerrill Lynch Wealth
ManagementFlorham ParkN.J.•••2,2902.554248August ZenziusMerrill Lynch Wealth
ManagementParamusN.J.•••8061.84.54342John HudspethMerrill Lynch Wealth
ManagementMount LaurelN.J.•••••1,569364446Karl KreshpaneUBS Financial
ServicesParamusN.J.•••8633.46.54543Michael AxelrodBleakley Financial
GroupFairfieldN.J.•••7154646NCharles BelluardoMerrill Lynch Wealth ManagementRed
BankN.J.••••1,7341.13.347NJack CooneyBleakley Financial
GroupFairfieldN.J.••••7532548NRobert DaddarioMerrill Lynch Wealth
ManagementShort HillsN.J.•••7754613Michael BlackwellMorgan Stanley Wealth
ManagementAlbuquerqueN.M.•••1,10422.822Michael StevensMerrill Lynch Wealth
ManagementAlbuquerqueN.M.•••1,5473734Christopher CatesRBC Wealth
ManagementAlbuquerqueN.M.••••1,3503545Charles ReardonMorgan Stanley Wealth
ManagementAlbuquerqueN.M.•••1,1422.53.55NKathryn ThompsonMerrill Lynch Wealth
ManagementAlbuquerqueN.M.•••1,5473766Ryan MummertMorgan Stanley Wealth
ManagementAlbuquerqueN.M.••••1,1182.5511Lyon PolkMorgan Stanley Private Wealth
ManagementNew YorkN.Y.•40,5005015022Richard SapersteinTreasury PartnersNew
YorkN.Y.•••23,575154033Ron VinderMorgan Stanley Private Wealth ManagementNew
YorkN.Y.•••10,1637515044Ron BasuMorgan Stanley Private Wealth ManagementNew
YorkN.Y.••••11,78730150513Holly Newman KroftNeuberger BermanNew
YorkN.Y.•••4,218152065Seth FinkelNeuberger BermanNew
YorkN.Y.•••3,5627.520711Scott StackmanUBS Private Wealth ManagementNew
YorkN.Y.•••8,0077525089Jim DetterickGraystone Consulting | Morgan StanleyNew
YorkN.Y.•••49,78151098Scott WilsonMorgan Stanley Private Wealth ManagementNew
YorkN.Y.••9,62825401014Jason KatzUBS Private Wealth ManagementNew
YorkN.Y.•••3,8955101110Stephanie J. StiefelNeuberger BermanNew
YorkN.Y.•••2,87615451217Noel WeilMerrill Private Wealth ManagementNew
YorkN.Y.••15,85325751312Frank MarzanoGM Advisory
GroupMelvilleN.Y.•••5,74420301421Shawn RubinMorgan Stanley Private Wealth
ManagementNew YorkN.Y.••4,07110401520Richard ZinmanMorgan Stanley Private Wealth
ManagementNew YorkN.Y.••5,71520501619William PetersonNeuberger BermanNew
YorkN.Y.•••2,3724.2131718Russell RabitoUBS Private Wealth ManagementNew
YorkN.Y.•••6,2931518186Jonathan KuttinAmeriprise
FinancialHauppaugeN.Y.•••4,643141942Adam EpsteinUBS Private Wealth ManagementNew
YorkN.Y.•••••3,183255020NFotios PinirosMorgan Stanley Private Wealth
ManagementNew YorkN.Y.•••10,950251002115Michael SawyerMorgan Stanley Private
Wealth ManagementNew YorkN.Y.••2,5505080227Martin HalbfingerUBS Financial
ServicesNew YorkN.Y.•••4,01020352339Glenn DegenaarsFirst Republic Investment
ManagementNew YorkN.Y.••••4,616301002423Virginia GuyNeuberger BermanNew
YorkN.Y.••••2,0699202527Alexandra FuhrmannCIBC Private WealthNew
YorkN.Y.••2,1937.9102622Leigh CohenMerrill Private Wealth ManagementNew
YorkN.Y.••11,01820452716Robert StolarMorgan Stanley Private Wealth ManagementNew
YorkN.Y.••3,404507028NGerard KlingmanKlingman & AssociatesNew
YorkN.Y.••3,58210152926Evan SteinbergMorgan Stanley Private Wealth ManagementNew
YorkN.Y.••••4,42910143049Justin McCarthyMariner Wealth AdvisorsNew
YorkN.Y.••••2,1793153134John VessaMorgan Stanley Wealth ManagementNew
YorkN.Y.••••14,9845103243Jordan MayerJ.P. Morgan Wealth ManagementNew
YorkN.Y.•••3,44315253330David MagroneMerrill Private Wealth ManagementNew
YorkN.Y.•••4,855751503429Patrick J. 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. Morgan Wealth
ManagementNew YorkN.Y.••••35,2542502504838Andrew P. KrausMerrill Private Wealth
ManagementNew YorkN.Y.••••21,30351604979Daniel O'ConnellMerrill Lynch Wealth
ManagementGarden CityN.Y.•••2,3887.5255053Anthony DertouzosMorgan Stanley
Private Wealth ManagementNew YorkN.Y.••5,71520505154Joseph KarasMorgan Stanley
Private Wealth ManagementNew YorkN.Y.•••••3,13925405236Thomas SullivanMerrill
Lynch Wealth ManagementGarden CityN.Y.••2,875455352Elizabeth WeikesJ.P. Morgan
Wealth ManagementNew YorkN.Y.••5,65025505432Michael ChrysMerrill Lynch Wealth
ManagementLathamN.Y.••••6,19010155540Bruce BurrowsMorgan Stanley Wealth
ManagementGarden CityN.Y.••••15,3825205656Robert WaldeleMerrill Lynch Wealth
ManagementNew YorkN.Y.•••3,87325505768Vishal BakshiMerrill Private Wealth
ManagementNew YorkN.Y.•••2,828751005845Lewis AltfestAltfest Personal Wealth
ManagementNew YorkN.Y.•••1,612255944Brian BennettUBS Financial ServicesNew
YorkN.Y.•••1,1503.51560NIra MarkMorgan Stanley Wealth
ManagementJerichoN.Y.•••3,3957.5206155David BeyerMorgan Stanley Wealth
ManagementNew YorkN.Y.••2,48610256291Charles DayUBS Private Wealth ManagementNew
YorkN.Y.••1,042101563105Andrew HartMorgan Stanley Private Wealth ManagementNew
YorkN.Y.•••10,217251006482Ryan LewisMorgan Stanley Private Wealth ManagementNew
YorkN.Y.••••49,78130706557Charles BalducciMerrill Lynch Wealth ManagementNew
YorkN.Y.••3,0999.73066NM. Robin KrasnyMorgan Stanley Wealth ManagementNew
YorkN.Y.••8,6839206777Steven CannataMerrill Lynch Wealth ManagementNew
YorkN.Y.••••6,1500.936846Peter SvarreMerrill Lynch Wealth ManagementNew
YorkN.Y.••2,16912306958Christiane OlsenUBS Private Wealth ManagementNew
YorkN.Y.•••3,27551070NAnthony MaddalenaMorgan Stanley Wealth
ManagementPurchaseN.Y.••••••1,6871.2571NCraig PastoloveMorgan Stanley Private
Wealth ManagementNew YorkN.Y.•••2,897152572NJohn AdelmanUBS Private Wealth
ManagementNew YorkN.Y.•••2,98210307388Doug MellertMerrill Lynch Wealth
ManagementNew YorkN.Y.•••••8,030102574NPatrick FruzzettiRose Advisors |
HightowerNew YorkN.Y.••1,2987257569W. Corby MayMerrill Lynch Wealth
ManagementGarden CityN.Y.••••1,6557177693Todd DiScalaMerrill Lynch Wealth
ManagementNew YorkN.Y.•••••8,030102577NDennis CutroneMorgan Stanley Private
Wealth ManagementNew YorkN.Y.•••3,65915357872James RyanMerrill Private Wealth
ManagementNew YorkN.Y.•••••8,3001001007989Andrew PerryUBS Private Wealth
ManagementNew YorkN.Y.••5,64530508074Courtney MooreMerrill Private Wealth
ManagementNew YorkN.Y.•••••8,3001001008171Leo MarzenBridgewater AdvisorsNew
YorkN.Y.••1,8005108280Marc FischerGraystone Consulting | Morgan
StanleyRochesterN.Y.•••••5,02860608364Michael BapisRockefeller Capital
ManagementNew YorkN.Y.•••1,2255258481Peter ArbesNeuberger BermanNew
YorkN.Y.•••1,0883.988578Louise GundersonUBS Private Wealth ManagementNew
YorkN.Y.••4,34991886107Emily RubinUBS Private Wealth ManagementNew
YorkN.Y.•••2,60020308776Alyssa MoederMerrill Private Wealth ManagementNew
YorkN.Y.••5,895251508892Ira MillmanMorgan Stanley Wealth ManagementNew
YorkN.Y.••••2,15515358985Richard SalvinoMerrill Private Wealth ManagementNew
YorkN.Y.••5,8952515090NAllen SaundersUBS Private Wealth ManagementNew
YorkN.Y.•••1,104102091104Robert DyerMerrill Private Wealth ManagementNew
YorkN.Y.••1,54543659297Lori Van DusenLVW
AdvisorsPittsfordN.Y.•••2,18115359396Geri Eisenman PellAmeriprise FinancialRye
BrookN.Y.•••1,40635.594106Roger TulcinNeuberger BermanNew
YorkN.Y.•••1,0214.31095NJohn SargentRockefeller Capital ManagementNew
YorkN.Y.•••1,84150759694Steven StrzeleckiMorgan Stanley Wealth ManagementGarden
CityN.Y.••••14,4685209799William EinsteinUBS Private Wealth ManagementNew
YorkN.Y.••7,26851098NMaria BrisbaneMerrill Private Wealth ManagementNew
YorkN.Y.•••1,168306599103Jordan WaxmanNucleus AdvisorsNew
YorkN.Y.•••1,896255010087Eric PropperCIBC Private WealthNew
YorkN.Y.•••1,72830.975101100Glenn ArthursUBS Financial
ServicesBuffaloN.Y.•••••2,9963.46102NBarbara YeeMorgan Stanley Wealth
ManagementNew YorkN.Y.•••••1,063650103102Todd SilaikaMerrill Lynch Wealth
ManagementClifton ParkN.Y.•••1,84535.510473Jay CanellJ.P. Morgan Wealth
ManagementNew YorkN.Y.••3,928202510583Ahmet TerziogluMorgan Stanley Wealth
ManagementRochesterN.Y.•••2,3205710690Lawrence LiebersMerrill Lynch Wealth
ManagementNew YorkN.Y.••1,888132510798Harold ElishUBS Private Wealth
ManagementNew YorkN.Y.•••3,2755810884Rich AbramsUBS Financial ServicesNew
YorkN.Y.••••4,5312.55109NPaul LewisUBS Private Wealth ManagementNew
YorkN.Y.•••2,9821030110101Greg DelMonteStifelNew YorkN.Y.••••1,790110111117Todd
PerryUBS Private Wealth ManagementNew YorkN.Y.••5,6453050112118William SchoffUBS
Financial ServicesRochesterN.Y.••••2,59652511360Anna WinderbaumMorgan Stanley
Private Wealth ManagementNew YorkN.Y.••1,9175010011461Joseph LernerMorgan
Stanley Private Wealth ManagementNew YorkN.Y.••1,9175010011575Neil CanellJ.P.
Morgan Wealth ManagementNew YorkN.Y.•••3,9281525116NSusan KingsolverMorgan
Stanley Private Wealth ManagementNew YorkN.Y.••2,277207511795Eric SnyderMerrill
Lynch Wealth ManagementNew YorkN.Y.••3,0999.730118112Joseph EislerMorgan Stanley
Private Wealth ManagementNew YorkN.Y.•••1,3003070119119Chris SebastianMerrill
Lynch Wealth ManagementBuffaloN.Y.•••1,63135120NMichael BrombergMerrill Lynch
Wealth ManagementNew YorkN.Y.•••1,7603511William OliverWells Fargo
AdvisorsCharlotteN.C.••1,96610252NGreg CashUBS Private Wealth
ManagementCharlotteN.C.••15,62720403NMitchell WickhamUBS Private Wealth
ManagementCharlotteN.C.••15,627204042Brett HogeTruist Investment
ServicesWinston-SalemN.C.•••••1,86451553John McCardellMerrill Lynch Wealth
ManagementCharlotteN.C.•••3,9607.51564Adam LandauMorgan Stanley Private Wealth
ManagementCharlotteN.C.•••1,0332010075George SeamenMerrill Lynch Wealth
ManagementRaleighN.C.•••1,43046816Kathleen MaloneWells Fargo
AdvisorsCharlotteN.C.••4,500812.596Kelly GravesCarroll
FinancialCharlotteN.C.•••9461.94108Patrick RushTriad Financial
AdvisorsGreensboroN.C.••9071.2211NMichael LappinUBS Financial
ServicesRaleighN.C.•••9846.991210Lee Bryan IIIAlex. Brown | Raymond
JamesWinston-SalemN.C.•••••2,6022525139Bill SmithUBS Financial
ServicesRaleighN.C.••1,59510201411Rick FisherFisher Wealth
ManagementBurlingtonN.C.••••95512.51513Mark WalkerAmeriprise
FinancialCharlotteN.C.•••1,3061.32.5167Bob McCarthyRBC Wealth
ManagementRaleighN.C.••1,6973.7211722Brook BiddyWells Fargo AdvisorsNorth
WilkesboroN.C.••••1,4373.5618NMike AbsherAbsher Wealth ManagementChapel
HillN.C.•••7521.93.51917Lee MorrisGraystone Consulting | Morgan
StanleyRaleighN.C.•••••10,88060402014Edwin PurcellMerrill Lynch Wealth
ManagementFayettevilleN.C.••••••1,1311.82.72121Bill SpryAlex. Brown | Raymond
JamesWinston-SalemN.C.•••••2,12910252218Kim HoffmanEdward
JonesWilsonN.C.••610252319Chris DavisWells Fargo
AdvisorsDavidsonN.C.•••3,482242415William NormannThe Normann Financial Group |
Raymond JamesSanfordN.C.•••1,1584825NChristopher SenviskyWells Fargo
AdvisorsDavidsonN.C.•••3,482242630Robert EdmondsAmeriprise
FinancialGreensboroN.C.•••5890.50.72720Thorne JamesMerrill Lynch Wealth
ManagementRaleighN.C.•••7632.22.82825John PattersonCarroll
FinancialCharlotteN.C.•••5621.73.52927Keith NormanMerrill Lynch Wealth
ManagementWinston-SalemN.C.•••1,4183.543026R. Neil StikeleatherMerrill Lynch
Wealth ManagementCharlotteN.C.•••5910.82.511Troy NelsonEdward
JonesBismarckN.D.•••8591.84.125Joel BirdAmeriprise
FinancialBismarckN.D.••6,49711.532Greg TschetterEdward
JonesMinotN.D.•••4290.40.843Matthew EngenMerrill Lynch Wealth
ManagementFargoN.D.•••7793.57.554Dave SchlafmanAmeriprise
FinancialBismarckN.D.••••3,7571266Thomas ReuleEdward JonesDevils
LakeN.D.••2950.40.711Valerie NewellMariner Wealth
AdvisorsCincinnatiOhio•••4,76537.522David SingerMerrill Private Wealth
ManagementCincinnatiOhio•4,517305035Randy CarverCarver Financial Services |
Raymond JamesMentorOhio••••2,2681243David EllisUBS Private Wealth
ManagementCincinnatiOhio••2,4815654Kevin MyeroffNCA Financial PlannersMayfield
HeightsOhio••••2,0463366Stephen FishUBS Financial
ServicesCincinnatiOhio•••••1,59321078Thomas RobertsonGraystone Consulting |
Morgan StanleyColumbusOhio•••••6,12925810Michael ChasnoffTruepoint Wealth
CounselCincinnatiOhio•••4,2943899Linnell SullivanMerrill Lynch Wealth
ManagementCincinnatiOhio••2,5281015107Brian EdwardsMorgan Stanley Wealth
ManagementColumbusOhio••••1,66131011NBlair CornellUBS Financial
ServicesMiamisburgOhio•••1,556351221Paul CarbettaAmeriprise
FinancialPowellOhio•••2,48112.91313Daniel RoeBudros, Ruhlin &
RoeColumbusOhio••••3,441461412Peter MottaMerrill Private Wealth
ManagementColumbusOhio•••3,43110501518Joel GuthGryphon Financial
PartnersColumbusOhio•••1,4416.57.51623Robert BultUBS Financial
ServicesCincinnatiOhio••••3,1368251726Jeffrey StewartMorgan Stanley Wealth
ManagementDublinOhio•••1,1175101819James BarsellaWells Fargo
AdvisorsHudsonOhio•••••8,20010201922Jeffery ChaddockAmeriprise
FinancialGahannaOhio••3,1471.21.52020Sidney JonesMerrill Lynch Wealth
ManagementCanfieldOhio••••1,700462127Jon ShaneMerrill Lynch Wealth
ManagementPepper PikeOhio••••2,271362228Luke WileyUBS Financial
ServicesCincinnatiOhio•••9192.52.82314Elizabeth ArmitageMerrill Lynch Wealth
ManagementCincinnatiOhio••••1,637462429Kenneth WiseUBS Financial
ServicesSylvaniaOhio•••3,723352524John KriegerMerrill Lynch Wealth
ManagementPepper PikeOhio•••1,2844626NOwen McBrideUBS Financial
ServicesClevelandOhio••••3,0533527NGary YoungUBS Financial
ServicesClevelandOhio•••875342815Richard "Rip" HaleMorgan Stanley Wealth
ManagementBeavercreekOhio•••••1,0032.53.529NWilliam MurphyUBS Financial
ServicesClevelandOhio••••3,0533530NSean O'ReillyMerrill Lynch Wealth
ManagementCincinnatiOhio••1,43051011James JohnsonMorgan Stanley Private Wealth
ManagementOklahoma CityOkla.•••1,3502010022Michael MazzeiTulsa Wealth Advisors |
Raymond JamesTulsaOkla.••••1,1001.5533Matthew MongerMerrill Lynch Wealth
ManagementTulsaOkla.••••9142644Steve JelleyMerrill Lynch Wealth
ManagementTulsaOkla.•••1,22151055Jeffrey BlumenthalWells Fargo AdvisorsOklahoma
CityOkla.•••1,1963.5566Jana ShouldersMariner Wealth
AdvisorsTulsaOkla.••••2,2683.1977Donald JacksonUBS Financial
ServicesTulsaOkla.•••55211.888T. Paul EagletonEagleton Brown Investment Group |
Wells Fargo Advisors Financial NetworkTulsaOkla.••••1,5810.5199Jim
EagletonEagleton Brown Investment Group | Wells Fargo Advisors Financial
NetworkTulsaOkla.•••••1,58111.51012Jeff GalvinMorgan Stanley Wealth
ManagementTulsaOkla.••5275101110Matt R. CainMerrill Lynch Wealth
ManagementTulsaOkla.••••2,3494.561211D. Kurt MorganMerrill Lynch Wealth
ManagementTulsaOkla.•••2,3492.57.512Rebecca DeCesaroFirst Republic Investment
ManagementPortlandOre.••••2,12961025Jeffrey YandleFirst Republic Investment
ManagementPortlandOre.•••2,1296933Joshua UlmerGraystone Consulting | Morgan
StanleyPortlandOre.•••2,37225.225.247William KiefelMerrill Lynch Wealth
ManagementPortlandOre.••95841054Keith SheppardUBS Financial
ServicesPortlandOre.•••9832.55612Edward LangUBS Financial
ServicesPortlandOre.••6944876Glen ClemansCGC Financial ServicesLake
OswegoOre.••8480.60.988Chad MartindaleAmeriprise
FinancialPortlandOre.•••9751.339NJustin BuellWells Fargo
AdvisorsPortlandOre.•••518410109James WrennUBS Financial ServicesLake
OswegoOre.••••7333511NLucas NewmanFirst Republic Investment
ManagementPortlandOre.•••8773.551210James BeattyUBS Private Wealth
ManagementPortlandOre.••••83551512Johanna WaltersMerrill Lynch Wealth
ManagementBlue BellPa.••6,2888.51021Rob ThomasMariner Wealth AdvisorsState
CollegePa.••••2,6220.4133Peter RohrMerrill Private Wealth
ManagementPhiladelphiaPa.•6,3623410045Robert FragassoFragasso Financial
AdvisorsPittsburghPa.••••2,0900.9256Jim MartinMorgan Stanley Private Wealth
ManagementWest ConshohockenPa.••••8,489255064Grant RawdinWescott Financial
Advisory GroupPhiladelphiaPa.•••••2,8868.52577Patti BrennanKey FinancialWest
ChesterPa.•••1,67624816Michael HenleyBrandywine Oak Private WealthKennett
SquarePa.••1,5764.35.598James RimmelUBS Financial
ServicesPittsburghPa.•••2,10725109Dane BurkholderAmeriprise
FinancialLancasterPa.••••3,2440.831125Derek JancisinMerrill Private Wealth
ManagementPittsburghPa.••••2,8647.5101210John J. Parker Sr.Wells Fargo
AdvisorsPhiladelphiaPa.•••1,950361315Alan CohnSage Financial
GroupConshohockenPa.••••2,9003.551411Eric SalmansohnMorgan Stanley Wealth
ManagementPhiladelphiaPa.•••1,6093.8101518Virgil KahlSpring Ridge Financial
GroupWyomissingPa.••1,111121612Megan BaileyMerrill Lynch Wealth ManagementBlue
BellPa.••6,2888.5101717Peter StropeUBS Financial
ServicesCanonsburgPa.•••1,189451813Anthony DiValerioMorgan Stanley Private
Wealth ManagementWest ConshohockenPa.•••1,62735751923Michael DuckworthMerrill
Private Wealth ManagementPittsburghPa.••1,92025402032Jack HafnerJ.P. Morgan
Wealth ManagementPhiladelphiaPa.••1,51040702120James
MeredithHefren-TillotsonPittsburghPa.••••2,355242221John Solis-CohenWells Fargo
AdvisorsJenkintownPa.••••1,5895122319Stephen BealerMerrill Lynch Wealth
ManagementWyomissingPa.•••1,914362433Samuel SpanosRaymond
JamesBeaverPa.••1,0050.812529Malcolm CowenCornerstone Advisors Asset
ManagementBethlehemPa.••••6,87640702628Robb BolandRBC Wealth
ManagementPhiladelphiaPa.•••1,7335202722Lon JuryAmeriprise
FinancialLancasterPa.••1,6480.30.62824George MastrogiorgosAmeriprise
FinancialExtonPa.•••1,986122930David KronKron & Polis Financial Group of Wells
Fargo AdvisorsPhiladelphiaPa.•••1,686473031Andrew JuganAmeriprise
FinancialPittsburghPa.••1,40711.73126Mark EskinJanney Montgomery
ScottPhiladelphiaPa.•••••2,319353227Edward BlumenthalJanney Montgomery
ScottPhiladelphiaPa.•••••2,319353340Jay BeaulieuWells Fargo
AdvisorsRadnorPa.••3,40210153414Greg SarianSarian Strategic Partners |
HightowerWaynePa.•••1,3104.5123538Bradford BernsteinUBS Financial
ServicesPhiladelphiaPa.•••4,3499183635Michael HirthlerJacobi Capital
ManagementWilkes-BarrePa.••••1,871353742David EbnerMerrill Lynch Wealth
ManagementPhiladelphiaPa.•••1,73935353839Gregory HayesMerrill Lynch Wealth
ManagementYardleyPa.••••1,224353948Thomas SeilerRaymond
JamesNewtownPa.•••1,2506254043J. Douglas MoranMerrill Lynch Wealth
ManagementWaynePa.•••8383.86.74146Peter SargentJanney Montgomery
ScottYardleyPa.•••8872.5542NMichael GreenlyUBS Private Wealth
ManagementPhiladelphiaPa.••1,10018304337Richard CorcoranMorgan Stanley Private
Wealth ManagementWest ConshohockenPa.••2,50540504436Craig SchwartzWells Fargo
AdvisorsPhiladelphiaPa.•••1,0172.554534Michael MattiseRadnor Financial
AdvisorsWaynePa.••2,3324.664645John MinnichMerrill Lynch Wealth
ManagementWyomissingPa.••1,9143.564741Michael GlovasMorgan Stanley Wealth
ManagementEastonPa.••••1,0671.624847Barbara HudockHudock Capital
GroupWilliamsportPa.•••7471311Malcolm MakinRaymond
JamesWesterlyR.I.••1,7311.5323John ZitzmannMorgan Stanley Wealth
ManagementProvidenceR.I.•••9165835Denise RobertsMorgan Stanley Wealth
ManagementNewportR.I.•••71334.34NMark McAndrewMorgan Stanley Wealth
ManagementProvidenceR.I.••6063556Edythe De MarcoMerrill Lynch Wealth
ManagementProvidenceR.I.•••1,3223.34.964James HiltonUBS Private Wealth
ManagementNewportR.I.•••700122011Rick MiglioreMerrill Private Wealth
ManagementColumbiaS.C.••••••4,662101022Bud KiblerMerrill Private Wealth
ManagementColumbiaS.C.••••••4,66251033Robert VingiWells Fargo
AdvisorsCharlestonS.C.•••1,810121444Cheryl HollandAbacus Planning
GroupColumbiaS.C.••1,6636.313.25NKenneth ParhamUBS Financial
ServicesGreenvilleS.C.••••••1,3993.81066W. Clark GallivanUBS Financial
ServicesGreenvilleS.C.•••8203.5577George StarnesG3 Wealth Advisors |
Northwestern MutualColumbiaS.C.••••8082.23.688Bert ArrowoodUBS Financial
ServicesGreenvilleS.C.••••••1,3994109NGordon WhittakerMerrill Lynch Wealth
ManagementColumbiaS.C.••••••3,9603.5510NKirk LloydMerrill Private Wealth
ManagementColumbiaS.C.•••••1,42710151110Paul VannattaMerrill Lynch Wealth
ManagementCharlestonS.C.••••1,1762.5412NRobert DavidsonMorgan Stanley Wealth
ManagementColumbiaS.C.•••1,2123611David HillardRBC Wealth ManagementRapid
CityS.D.•••••1,4903522Todd NelsonMerrill Lynch Wealth ManagementSioux
FallsS.D.•••3,3231.553NGordon WollmanCornerstone Financial Solutions | Raymond
JamesSioux FallsS.D.••5220.81.543Nathan QuelloRaymond JamesSioux
FallsS.D.•••••8151.83.554David R. OlsonMerrill Lynch Wealth ManagementSioux
FallsS.D.•••864276NJon HaugerEdward JonesDakota DunesS.D.•••5181.5311Jay
WilliamsUBS Private Wealth ManagementMemphisTenn.••1,92713094023Tim
RobersonMerrill Lynch Wealth ManagementBrentwoodTenn.••3,1325832Timothy
PagliaraCapWealth AdvisorsFranklinTenn.•••1,2543.56.745Jeffrey BatesKings Point
Capital ManagementBrentwoodTenn.••1,670675NBrett BartmanRBC Wealth
ManagementNashvilleTenn.•••••2,291101567Malcolm
LilesBairdNashvilleTenn.•••1,664510710Stanton JacobsUBS Financial ServicesOak
RidgeTenn.••6141.3389Charles KirbyUBS Private Wealth
ManagementNashvilleTenn.•••3,106357598Matthew MillerMerrill Private Wealth
ManagementBrentwoodTenn.••1,51132751014Eric KlindtMerrill Private Wealth
ManagementNashvilleTenn.••••2,4201530114Brent TrenthamAmeriprise
FinancialAlcoaTenn.••1,774121212Gregory HermanLBMC Investment
AdvisorsBrentwoodTenn.•••1,8503.4813NDugan McLaughlinMerrill Private Wealth
ManagementKnoxvilleTenn.•••1,42630501413Elias
HassanBairdMurfreesboroTenn.•••1,005251511Christi EdwardsMorgan Stanley Wealth
ManagementNashvilleTenn.•••1,342410166Trey SmithTruist Investment
ServicesNashvilleTenn.•••9871.21617NBrock KiddRaymond
JamesNashvilleTenn.••••7545151815Thomas WilliamsMerrill Lynch Wealth
ManagementMemphisTenn.•••2,30235112Charles McKinneyMorgan Stanley Private Wealth
ManagementDallasTexas•5,3805010021Richard SzelcNeuberger
BermanDallasTexas••2,452153032Richard JoynerTolleson Wealth
ManagementDallasTexas••7,5004590420 Ill.Erin DickesCIBC Private
WealthDallasTexas•••1,63962553Mike BollingerMorgan Stanley Private Wealth
ManagementHoustonTexas••••1,8895020064William CorbelliniMerrill Private Wealth
ManagementDallasTexas••4,592303575Scott TirasAmeriprise
FinancialHoustonTexas•••2,3274588Kevin BlonkvistRBC Wealth
ManagementMidlandTexas••••••2,78211309NCharles JonesAmeriprise
FinancialDallasTexas•1,51036106Jennifer MarcontellEdward
JonesBaytownTexas•••1,7362.74.81119Brent AndersonMorgan Stanley Private Wealth
ManagementHoustonTexas••3,9202550127Van PearcyVan Pearcy's Wealth Services Team
| Raymond JamesMidlandTexas••••2,0193101310Nestor VicknairMerrill Lynch Wealth
ManagementHoustonTexas••6,4198121420R. Scot SmithMorgan Stanley Wealth
ManagementDallasTexas••••1,2213.57.51513H. Scott CavenCIBC Private
WealthHoustonTexas•••1,60014.5201615Tommy McBrideMerrill Lynch Wealth
ManagementDallasTexas••2,020815179Darrell PenningtonAmeriprise
FinancialHoustonTexas••1,4281.52.51814Mark MooreUBS Private Wealth
ManagementAustinTexas••2,2497.2161923Frederick de GrootMerrill Lynch Wealth
ManagementThe WoodlandsTexas••••2,5918102010 Wash.Bruce MunsterMerrill Private
Wealth ManagementDallasTexas•••2,669501002140Ryan LongUBS Private Wealth
ManagementDallasTexas•••4,3499182217Dwight EmanuelsonMerrill Private Wealth
ManagementDallasTexas••4,59230352318Jeffery PriceMerrill Lynch Wealth
ManagementSouthlakeTexas•••••1,3843.552411Ron KernGraystone Consulting | Morgan
StanleySan AntonioTexas••••5,14725302516Charla McIntyre FieldsAmeriprise
FinancialHurstTexas•••1,5861.21.82630Brian TramontanoMerrill Lynch Wealth
ManagementSan AntonioTexas•••1,0852.63.52722Stephen EngroBeacon Financial
GroupDallasTexas•••1,04023.82828Steve NagelMerrill Lynch Wealth
ManagementFriscoTexas••1,8108102921Langston TurnerUBS Private Wealth
ManagementHoustonTexas••2,47120203037Sean FitzpatrickRaymond
JamesHoustonTexas•••1,916253124William GouldinMorgan Stanley Private Wealth
ManagementHoustonTexas•••1,5695103226Bonner BarnesCorda Investment
ManagementHoustonTexas••1,4201.123333James CoffeeMerrill Lynch Wealth
ManagementHoustonTexas•••6,940573431Lewis MetzgerMorgan Stanley Wealth
ManagementHoustonTexas•••1,823463543Gil BaumgartenSegment Wealth
ManagementHoustonTexas••1,1987.1203646David NovelliMorgan Stanley Private Wealth
ManagementHoustonTexas•••1,81620353725Richard PiatasMerrill Lynch Wealth
ManagementFriscoTexas•••4,4838203835Charles LewisWells Fargo
AdvisorsWacoTexas•••••1,500143941Ira KravitzUBS Financial
ServicesPlanoTexas•••1,104584059Doug JohnRequisite Capital
ManagementDallasTexas••1,26130504150Kevin DickeyMorgan Stanley Private Wealth
ManagementDallasTexas••1,58225404248J. Michael FoxMerrill Lynch Wealth
ManagementHoustonTexas•••1,3372.554345R. Craig RathjenUBS Private Wealth
ManagementHoustonTexas•••••2,619507544NKenneth MoraifRetirement Planners of
AmericaPlanoTexas••4,5680.50.84539Carl Fuhrmann IIIMerrill Lynch Wealth
ManagementSan AntonioTexas•••1,15241046NJ. Craig FallsEnclave
AdvisorsAustinTexas•••1,30040504749Anupam JohriMorgan Stanley Wealth
ManagementDallasTexas•••9771.52.54829Champ WarrenMerrill Private Wealth
ManagementHoustonTexas••3,55925504932Reed SmithMerrill Private Wealth
ManagementHoustonTexas••3,55925505055Mark GladsteinMerrill Lynch Wealth
ManagementHoustonTexas••1,9236155167Brent ChappellMerrill Lynch Wealth
ManagementThe WoodlandsTexas•••1,4312.855257Susan HeuerMerrill Lynch Wealth
ManagementHoustonTexas•••2,051255361J. Dow CrockerRaymond
JamesDallasTexas•••••1,2835105453William LevenMerrill Private Wealth
ManagementHoustonTexas•••1,04840555534Howard LorchWells Fargo
AdvisorsHoustonTexas••••2,3207.5205668Bradley ChappellMerrill Lynch Wealth
ManagementThe WoodlandsTexas•••1,4312457NJames WoldertMorgan Stanley Wealth
ManagementHoustonTexas••1,1388.5205847William HuthnanceUBS Private Wealth
ManagementHoustonTexas••1,32420305952Charles JohansenMerrill Lynch Wealth
ManagementThe WoodlandsTexas•••••1,89557.86065Darren FenzMerrill Lynch Wealth
ManagementHoustonTexas•••1,2863.556136Richard
AshcroftBairdHoustonTexas••2,3004.54.562NScott CohenCD Wealth
ManagementDallasTexas••••8091.57.56360Brian PetrauskasMerrill Lynch Wealth
ManagementThe WoodlandsTexas•••••1,89557.86451Chirstopher BlackUBS Private
Wealth ManagementHoustonTexas••1,32420406577Gregory GlosserRBC Wealth
ManagementDallasTexas•••89751066NWilliam HrynyshynUBS Financial ServicesSan
AntonioTexas•••6151.536738Audree BegayAmeriprise
FinancialHoustonTexas••1,2791.646878Dan MichelUBS Financial
ServicesMidlandTexas••••2,13810206942Rob BertinoUBS Private Wealth
ManagementDallasTexas••718406070NKapil MathurMorgan Stanley Wealth
ManagementSugar LandTexas•••1,117257180Greg McDonaldUBS Financial
ServicesMidlandTexas••••2,138102072NDonald WhiteheadMorgan Stanley Wealth
ManagementHoustonTexas•••1,124357366Elizabeth LockwoodUBS Financial
ServicesHoustonTexas•••3,00415357470Craig MasseyMerrill Private Wealth
ManagementHoustonTexas••••2,08210015075NNelson MurrayMorgan Stanley Private
Wealth ManagementHoustonTexas••1,5795107671Brian SauerUBS Financial
ServicesHoustonTexas••3,004152077NDonald PetersonUBS Private Wealth
ManagementDallasTexas••••1,21425507856Michael DavidCarson
WealthAmarilloTexas•••1,3832107975Mark EliasUBS Private Wealth
ManagementHoustonTexas•••80615258069Alan YonackMorgan Stanley Wealth
ManagementDallasTexas••7855158174Robert McMeenParkway Wealth Management Group |
Raymond JamesPlanoTexas•••2,5002.538281Joni AbalosMerrill Lynch Wealth
ManagementHoustonTexas•••1,2863.558362Kerry KnoxMerrill Lynch Wealth
ManagementFort WorthTexas••••1,66612.58483Jay GerrieMerrill Lynch Wealth
ManagementAustinTexas•••1,160258563D. 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. Ried Financial GroupBellevueWash.••1,0170.511211Stephen
HollomonMerrill Lynch Wealth ManagementSeattleWash.••2,81410251318Jay
KirkpatrickMerrill Private Wealth ManagementSpokaneWash.••••4,56710251430Kevin
FitzwilsonColdstream Wealth ManagementBellevueWash.••1,5524.24.21515Michael
HersheyJ.P. Morgan Wealth ManagementBellevueWash.•••1,345102516NDavid
MidgleyMorgan Stanley Private Wealth ManagementSeattleWash.•6,42240501723Jason
TherrellUBS Financial ServicesEverettWash.•••1,81410201817Lawrence HoodPacific
Portfolio ConsultingSeattleWash.•••4,32710181920Matt RiesenweberCornerstone
Wealth StrategiesKennewickWash.•••••1,00612.42016Brian AcarreguiMorgan Stanley
Wealth ManagementSeattleWash.•••2,9085102121Dale MillerMorgan Stanley Wealth
ManagementKirklandWash.••2,9259.410.322NJack AlmoMorgan Stanley Private Wealth
ManagementSeattleWash.••••2,518305023NJames FergusonMerrill Private Wealth
ManagementBellevueWash.••2,38220352424Paul JacksonMorgan Stanley Wealth
ManagementBellevueWash.•••1,0475102528Corina DavisMerrill Lynch Wealth
ManagementSeattleWash.•••9922.552622Mike GeriRBC Wealth
ManagementSeattleWash.•••863462719Jeffrey CrosbyAmeriprise
FinancialKirklandWash.•••2,0832.73.72827Michael MaroniMerrill Lynch Wealth
ManagementBainbridge IslandWash.•••1,3344629NFazil Daver TiryakiogluMerrill
Lynch Wealth ManagementBellevueWash.••••1,4872.54.230NRachel McCrackenColdstream
Wealth ManagementSeattleWash.•••1,0313311David HouchinsTruist Investment
ServicesCharlestonW. Va.••••1,1292322David MillerRBC Wealth
ManagementHuntingtonW. Va.••••••1,3840.833NJason ThompsonMorgan Stanley Wealth
ManagementCharlestonW. Va.•••9132.5545J. Michael GoodwinMorgan Stanley Wealth
ManagementCharlestonW. Va.••••••3,9512554Edward StikeRBC Wealth
ManagementCharlestonW. Va.••••6420.81.566John DawsonGraystone Consulting |
Morgan StanleyCharlestonW. 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
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