34. Jeffrey Fratarcangeli Fratarcangeli Wealth Management BLOOMFIELD HILLS, MI
$3.3B
35. Rebecca Rothstein Merrill Private Wealth Management RENO, NV $4.2B
36. Alan Whitman Morgan Stanley Wealth Management PASADENA, CA $2.2B
37. Michael Matthews
UBS Private Wealth Management BELLEVUE, WA $2B
38. David Hou Evoke Wealth LOS ANGELES, CA $3.6B
39. Andy Chase Morgan Stanley Private Wealth Management MENLO PARK, CA $12.7B
40. Kent Pearce Merrill Lynch Wealth Management TOWSON, MD $2.2B
41. Hank McLarty Gratus Capital ATLANTA, GA $2.7B
42. Michael Klein Baird MILWAUKEE, WI $5.9B
43. Peter Princi Graystone Consulting from Morgan Stanley BOSTON, MA $4.9B
44. Andy Burish UBS Wealth Management MADISON, WI $4.5B
45. John Barrett Merrill Lynch Wealth Management NEW YORK, NY $2.5B
46. Jordan Waxman Nucleus Advisors NEW YORK, NY $2.7B
47. Phil Scott First Republic Investment Management BELLEVUE, WA $2.5B 48. Ron Vinder Morgan Stanley Private Wealth Management NEW YORK, NY $4B
49. Peter Rohr Merrill Private Wealth Management WAYNE, PA $5.1B
50. Susan Kaplan Kaplan Financial Services NEWTON, MA $2.3B
51. Shawn Fowler Morgan Stanley Private Wealth Management DENVER, CO $7.5B
52. Nestor Vicknair Merrill Lynch Wealth Management HOUSTON, TX $5.9B
53. Brian Frank Morgan Stanley Private Wealth Management ATLANTA, GA $2.1B
54. Brian Bennett UBS Wealth Management NEW YORK, NY $1.2B
55. Troy Griepp Morgan Stanley Private Wealth Management SAN FRANCISCO, CA $26.8B
56. Mark Schulten TSG Wealth Management LONG BEACH, CA $4.8B
57. Adam Carlin Morgan Stanley Private Wealth Management CORAL GABLES, FL $3.9B
58. David Singer Merrill Private Wealth Management CINCINNATI, OH $6.4B
59. Jesse Bromberg Morgan Stanley Wealth Management SAN FRANCISCO, CA $2.1B
60. Brian Hetherington Merrill Private Wealth Management NEW CANAAN, CT $2.2B 61. Laila Pence Pence Wealth Management NEWPORT BEACH, CA
$1.6B
62. John Olson Merrill Lynch Wealth Management PALM BEACH, FL $2.1B
63. Brian Strachan Morgan Stanley Private Wealth Management BOSTON, MA $1.2B
64. Jonathan Beukelman UBS Private Wealth Management DENVER, CO $4.9B
65. Noel Weil Merrill Private Wealth Management NEW YORK, NY $8.6B 66. Shawn Rubin Morgan Stanley Private Wealth Management NEW YORK, NY $2.1B
67. Daniel Fries Merrill Lynch Wealth Management CHICAGO, IL $1.4B
68. William Corbellini Merrill Private Wealth Management DALLAS, TX $4.3B
69. Gerard Klingman Klingman & Associates
NEW YORK, NY $2.7B
70. Craig Findley Venture Visionary Partners SYLVANIA, OH $3.8B 71. Scott Magnesen Morgan Stanley Wealth Management OAK BROOK, IL $4.9B
72. Steven Schultz UBS Wealth Management PHOENIX, AZ $1.8B
73. Drew Zager Morgan Stanley Private Wealth Management LOS ANGELES, CA $11.2B
74. Terry Cook Parcion Private Wealth BELLEVUE, WA $1.7B
75. Scott Tiras Ameriprise Financial Services HOUSTON, TX $2B 76. William Greco UBS Wealth Management HARTFORD, CT $4.4B
77. Elaine Meyers J.P. Morgan Wealth Management SAN FRANCISCO, CA $3.3B
78. David Ellis III UBS Private Wealth Management CINCINNATI, OH $2.2B
79. Jeff Grinspoon VWG Wealth Management VIENNA, VA $1.9B
80. Michael Kanigher
UBS Private Wealth Management LOS ANGELES, CA $8.5B
81. Bonner Barnes Corda Investment Management HOUSTON, TX $1.4B
82. Louise Gunderson UBS Private Wealth Management NEW YORK, NY $3.8B
83. Richard Zinman Morgan Stanley Private Wealth Management NEW YORK, NY $2.9B
84. Leo Stevenson Merrill Lynch Wealth Management WYANDOTTE, MI $1B
85. Sal Tiano First Republic Investment Management JUPITER, FL $2.8B
86. Erin Scannell Ameriprise Financial Services MERCER ISLAND, WA $2.5B
87. Dan Schwartz UBS Private Wealth Management PARAMUS, NJ $2.9B
88. Robert Waldele Merrill Lynch Wealth Management NEW YORK, NY $3.8B
89. Bill Oliver Wells Fargo Advisors CHARLOTTE, NC $2B
90. Mark Binder UBS Private Wealth Management LAS VEGAS, NV $5.5B 91. Lori Van Dusen LVW Advisors PITTSFORD, NY $1.8B
92. Kevin Myeroff NCA Financial Planners CLEVELAND, OH $1.5B
93. Louis Chiavacci Merrill Private Wealth Management CORAL GABLES, FL $3.1B
94. David Kudla Mainstay Capital Management GRAND BLANC, MI $3.4B
95. Shane Brisbin Morgan Stanley Private Wealth Management SAN FRANCISCO, CA $6.3B
96. Tommy McBride Merrill Lynch Wealth Management DALLAS, TX $1.4B
97. Thomas Sullivan Merrill Lynch Wealth Management GARDEN CITY, NY $2.7B
98. Leigh Cohen Merrill Private Wealth Management NEW YORK, NY $6.2B
99. Randy Carver Carver Financial Services/ Raymond James MENTOR, OH $2B
100. Rob Metcalf UBS Private Wealth Management WAYZATA, MN $3.8B
101. Charles McKinney Morgan Stanley Private Wealth Management DALLAS, TX $1.4B
102. Debra Brede D.K. Brede Investment Management, a GW & Wade, LLC Company NEEDHAM, MA $1.2B
103. Charles Day UBS Private Wealth Management NEW YORK, NY $1.2B
104. David Bahnsen The Bahnsen Group NEWPORT BEACH, CA
$3.4B
105. Joseph Jacques Jacques Financial ROCKVILLE, MD $1.6B
106. Benjamin Klein Merrill Lynch Wealth Management NORTHBROOK, IL $1.1B
107. Jason Stephens UBS Private Wealth Management NAPLES, FL $1.5B
108. Joe Montgomery Wells Fargo Advisors WILLIAMSBURG, VA $1.4B
109. Evan Steinberg Morgan Stanley Private Wealth Management NEW YORK, NY $2.5B
110. Bud King UBS Private Wealth Management
ST. LOUIS, MO $1.5B
111. Brian Tramontano Merrill Lynch Wealth Management SAN ANTONIO, TX $1B
112. Wally Obermeyer Obermeyer Wood Investment Counsel ASPEN, CO
$2B
113. John Cultra William Blair CHICAGO, IL $4.2B
114. Mitchell Wickham
UBS Private Wealth Management CHARLOTTE, NC $14.6B
115. Greg Cash UBS Private Wealth Management CHARLOTTE, NC $14.6B
116. Nick Kavallieratos Morgan Stanley Wealth Management NEW YORK, NY $9.7B
117. Jason Dworak UBS Private Wealth Management LINCOLN, NE $1.3B
118. Troy Nelson Edward Jones BISMARCK, ND $799M
119. Josh Malkin Morgan Stanley Private Wealth Management NEW YORK, NY $1.8B 120. Sean Yu Morgan Stanley Private Wealth Management PASADENA, CA $1.5B
121. Jonathan Kuttin Ameriprise Financial Services HAUPPAUGE, NY $6.6B
122. Seth Haye Morgan Stanley Wealth Management WESTLAKE VILLAGE, CA
$1.4B
123. George Papadoyannis Ameriprise Financial Services SAN MATEO, CA $4B
124. Matthew Babrick
First Republic Investment Management LOS ANGELES, CA $4.4B
125. Devin Condron Morgan Stanley Private Wealth Management BOSTON, MA $4.7B
126. Judy Fredrickson UBS Private Wealth Management WAYZATA, MN $3.8B
127. Jim Detterick Graystone Consulting from Morgan Stanley NEW YORK, NY $32B
128. Darrell Pennington Ameriprise Financial Services HOUSTON, TX $1B
129. Melissa Corrado Harrison UBS Private Wealth Management DENVER, CO $1.2B
130. Scott Wilson Morgan Stanley Private Wealth Management NEW YORK, NY $9B
131. Amir Mossanen Truist BEVERLY HILLS, CA $1B
132. Eric Gray Merrill Private Wealth Management LOS ANGELES, CA $27.8B 133. Frank Seminara Morgan Stanley Private Wealth Management FLORHAM PARK, NJ $2.5B
134. Joseph Matina UBS Private Wealth Management NAPLES, FL $1.7B
135. James Stack Stack Financial Management WHITEFISH, MT $1.5B
136. Mark Thorndyke Merrill Lynch Wealth Management CHICAGO, IL $1.6B
137. Patti Brennan Key Financial WEST CHESTER, PA $1.5B
138. Mike Sawyer Morgan Stanley Private Wealth Management NEW YORK, NY $3.1B 139. Bruce Munster Merrill Private Wealth Management LOS ANGELES, CA $2.7B
140. Greg Onken J.P. Morgan Wealth Management SAN FRANCISCO, CA $5B
141. Christina Boyd
Merrill Lynch Wealth Management WAYZATA, MN $1.7B
142. Jack Wong Morgan Stanley Wealth Management MOUNTAIN VIEW, CA $1.3B
143. Brett Hoge Truist WINSTON-SALEM, NC
$1.7B 144. Michael Ricca Morgan Stanley Wealth Management FLORHAM PARK, NJ $4.2B
145. Dwight Emanuelson Jr. Merrill Private Wealth Management DALLAS, TX $4.3B
146. Jonathan Cochrane Truist WINSTON-SALEM, NC
$1.5B
147. Kyle Chudom Morgan Stanley Wealth Management OAK BROOK, IL $1.1B
148. Glenn Degenaars First Republic Investment Management NEW YORK, NY $4.6B 149. Barry Garber Alex. Brown/ Raymond James BALTIMORE, MD $2.7B
150. Don d’Adesky The Americas Group of Raymond James BOCA RATON, FL $3.9B
151. Randy Garcia The Investment Counsel Company LAS VEGAS, NV $1.5B
152. Mark Moore UBS Private Wealth Management AUSTIN, TX
$2B
153. Charles Noble III Janney Montgomery Scott NEW HAVEN, CT $1.2B
154. Emily Rubin UBS Private Wealth Management NEW YORK, NY $2.4B
155. Johanna Walters Merrill Lynch Wealth Management BLUE BELL, PA $5.9B
156. Tristan Caudron Wells Fargo Advisors ALEXANDRIA, VA $1.9B
157. Sharon Oberlander Merrill Lynch Wealth Management CHICAGO, IL $1.6B
158. Brian Firring Wells Fargo Advisors BEVERLY HILLS, CA $3.4B
159. Brian Cooke Cooke Financial Group INDIANAPOLIS, IN $2.2B
160. Chris Cooke Cooke Financial Group INDIANAPOLIS, IN $2.2B
161. Margaret Wright Truist ATLANTA, GA $1.5B
162. R. Scot Smith Morgan Stanley Wealth Management DALLAS, TX $991M
163. Mary Mullin Merrill Lynch Wealth Management BOSTON, MA $1.5B 164. Harold Trischman Morgan Stanley Wealth Management GREENWICH, CT $2.6B
165. Tim Emanuels Morgan Stanley Private Wealth Management SAN FRANCISCO, CA $16.7B
166. Malcolm Makin Professional Planning Group/ Raymond James WESTERLY, RI $1.1B
167. Trevor Fried Morgan Stanley Wealth Management FORT LAUDERDALE, FL
$1.1B
168. Brian Werdesheim Oppenheimer LOS ANGELES, CA $2.1B
169. Jeffrey Werdesheim Oppenheimer LOS ANGELES, CA $2.1B
170. Jeffery Price Merrill Lynch Wealth Management SOUTHLAKE, TX $1.3B
171. Mary Deatherage Morgan Stanley Private Wealth Management CORAL GABLES, FL $2.2B
172. Curtis Eustis Merrill Private Wealth Management NEW ORLEANS, LA $1.3B
173. Paul Ried Paul R. Ried Financial Group BELLEVUE, WA $919M
174. Robert Dyer Merrill Private Wealth Management NEW YORK, NY $2B
175. Margaret Starner
The Starner Group of Raymond James CORAL GABLES, FL $1.3B
176. Fotios Piniros Morgan Stanley Private Wealth Management NEW YORK, NY $8.2B
177. Michael Warr Morgan Stanley Wealth Management TUSCALOOSA, AL $2.8B
178. Ryan Sprowls Wells Fargo Advisors ALEXANDRIA, VA $1.5B
179. Jay Canell J.P. Morgan Wealth Management NEW YORK, NY $2B
180. Neil Canell J.P. Morgan Wealth Management NEW YORK, NY $2B
181. Dean Braun Morgan Stanley Private Wealth Management SEATTLE, WA $6.2B
182. Jay W. Williams UBS Private Wealth Management MEMPHIS, TN $2.4B
183. David Briegs Merrill Lynch Wealth Management BRIDGEWATER, NJ $2B
184. Mark Fendrick UBS Wealth Management MOUNT LAUREL, NJ $1.4B
185. Jeff Seavey Truist ATLANTA, GA $2.2B
186. Tom Vacheron Merrill Private Wealth Management FAIRFIELD, CT $2.1B
187. Keith Apton UBS Wealth Management WASHINGTON, DC $3.2B
188. Christopher Aitken
UBS Private Wealth Management PONTE VEDRA BEACH, FL $972M
189. Adam Goldstein Ameriprise Financial Services CALABASAS, CA $847M
190. Todd Silaika Merrill Lynch Wealth Management CLIFTON PARK, NY $1.6B
191. Stacy Oster UBS Wealth Management BELLEVUE, WA $857M 192. Jim Moriarity Morgan Stanley Private Wealth Management PALM BEACH, FL $3.1B
193. Timothy Long Merrill Lynch Wealth Management GRAND RAPIDS, MI $6.2B
194. PJ Schwarz Morgan Stanley Private Wealth Management NEW YORK, NY $4.4B
195. Dana Locniskar Merrill Private Wealth Management TROY, MI
$3.8B
196. Marcos Douer Morgan Stanley Wealth Management NEW YORK, NY $3.2B
197. Jason Babb First Republic Investment Management NEW YORK, NY $4.6B
198. Victor Livingstone Morgan Stanley Private Wealth Management BOSTON, MA $4.5B
199. Russ Rabito UBS Private Wealth Management NEW YORK, NY $5.4B
200. Bruce Burrows Morgan Stanley Private Wealth Management GARDEN CITY, NY $19.4B
201. Gabriel Jay UBS Private Wealth Management WALNUT CREEK, CA $1.7B
202. Christopher Cook
Merrill Lynch Wealth Management FLORHAM PARK, NJ $1.3B
203. Stephen Fish UBS Wealth Management CINCINNATI, OH $1.4B
204. Scott Mahoney Morgan Stanley Private Wealth Management MORRISTOWN, NJ $1.5B
205. Chris Clifford UBS Private Wealth Management SAN FRANCISCO, CA $1.9B 206. Hugh Beecher First Republic Investment Management SAN FRANCISCO, CA $2.9B
207. Raj Pathak Morgan Stanley Wealth Management BOSTON, MA $1.5B
208. Corby May Merrill Lynch Wealth Management GARDEN CITY, NY $1.5B
209. Andrew Schultz Morgan Stanley Private Wealth Management MIAMI BEACH, FL $961M
210. Rick Gordon First Republic Investment Management SAN FRANCISCO, CA $2.9B 211. James Whitney Graystone Consulting from Morgan Stanley CHICAGO, IL $3.9B
212. Philip Verde Truist
FORT LAUDERDALE, FL
$1.6B
213. Ryan Long UBS Private Wealth Management DALLAS, TX $3.8B
214. Peter Bermont The Bermont Advisory Group of Raymond James CORAL GABLES, FL $3.1B
215. Lisa Detanna Global Wealth Solutions Group of Raymond James and DH Consulting Group of Raymond James BEVERLY HILLS, CA $2.2B 216. John Perry Morgan Stanley Wealth Management INDIANAPOLIS, IN $1.2B
217. John DeRosa UBS Private Wealth Management NEW YORK, NY $5.4B
218. Tom Frame Morgan Stanley Private Wealth Management GREENWICH, CT $1.7B
219. Buck Wiley III Merrill Private Wealth Management ATLANTA, GA $1.8B
220. Tim Pagliara CapWealth FRANKLIN, TN $1.1B
221. David Bieber Morgan Stanley Private Wealth Management NEW YORK, NY $1.4B 222. John Adelman UBS Private Wealth Management NEW YORK, NY $2.1B
223. Matt Fryar Wells Fargo Advisors CLIVE, IA $945M
224. Charles Balducci Merrill Lynch Wealth Management NEW YORK, NY $2.7B
225. Blair Cornell UBS Wealth Management MIAMISBURG, OH $1.3B
226. Andrew Sukhin Morgan Stanley Private Wealth Management AVENTURA, FL $2.4B
227. Leslie Lauer UBS Private Wealth Management ATLANTA, GA $4.2B
228. Eric Payne Merrill Lynch Wealth Management INDIANAPOLIS, IN $2.4B
229. Jonathan Legg Morgan Stanley Private Wealth Management WASHINGTON, DC $1.6B
230. John Acker UBS Wealth Management LOS ANGELES, CA $1.7B
231. Michael Breen Merrill
Private Wealth Management SAN FRANCISCO, CA $14.6B
232. Xi Qiao
UBS Wealth Management SAN FRANCISCO, CA $1.8B
233. Todd Battaglia MG&A Wealth PLANTATION, FL $1B
234. Andrew Vahab First Republic Investment Management BOCA RATON, FL $2.4B
235. Jim Rimmel UBS Wealth Management PITTSBURGH, PA $1.8B
236. Ned Gibbons Morgan Stanley Private Wealth Management MENLO PARK, CA $3.6B 237. Philippe Hartl Merrill Private Wealth Management LOS ANGELES, CA $2.6B
238. Mihir Patel Morgan Stanley Private Wealth Management NEW YORK, NY $2.7B
239. Sonny Kothari Merrill Lynch Wealth Management BREA, CA
$1.2B
240. Rob Siracusano Wells Fargo Advisors Financial Network NAPERVILLE, IL $825M
241. Jeff Traum Morgan Stanley Private Wealth Management MENLO PARK, CA $2.8B
242. Frederick Keator Keator Group/ Raymond james LENOX, MA $800M
243. Jim Greenfield Morgan Stanley Private Wealth Management SAN FRANCISCO, CA $2B
244. Ira Kravitz UBS Wealth Management PLANO, TX $1.1B
245. Virgil Kahl Spring Ridge Financial Group WYOMISSING, PA $1B
246. Carl Cafaro Merrill Lynch Wealth Management NEWTON, MA $4.4B
247. Sean Fetterman Morgan Stanley Wealth Management BOCA RATON, FL $1.8B
248. Greg Marcus UBS Private Wealth Management BETHESDA, MD $786M
249. Michael McCain
Wells Fargo Advisors NAPLES, FL $2.7B
250. Johnny Hudgens Truist COLUMBIA, SC $928M