Top Women Wealth Advisors Best-In-State
- The stock market has marched higher for nearly three months thanks in part to confidence that a “soft landing” has been achieved. The Federal Reserve appears to have tamed inflation and rate cuts may be coming. Stock market rallies are never a sure thing and volatility is the new normal, so the steady hand of an experienced financial advisor is always welcome. A recent study by Fidelity reports that one of women’s “financial superpowers” is that they are more apt to stay the course during market volatility than men. The eighth annual ranking of Forbes/SHOOK Top Women Wealth Advisors Best-In-State features 1,991 women managing cumulative assets of over $2.8 trillion. Forbes’ list was compiled by SHOOK Research, which uses financial data and interviews candidates nominated by their firms to rank advisors.
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Data provided by SHOOK® Research, LLC — Data as of 9/30/23. America’s Top Women Advisors ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client impact, industry experience, review of best practices and compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
- NAMECOMPANYCITYREGIONMINIMUM ACCOUNT SIZE FOR NEW BUSINESSTEAM ASSETS (CUSTODIED)TYPICAL NET WORTH OF RELATIONSHIPSTYPICAL SIZE OF HOUSEHOLD ACCOUNTSDebbie CrownoverRaymond James & AssociatesTuscaloosaAlabama$500K$379M$5-20M$2-15MJennifer RyderAmeriprise Financial ServicesMobileAlabama$150K$424M$100-500K$200K-1MMelanie NicholsWaverly AdvisorsBirminghamAlabama$1M$6.3B$2-15M$3-25MShari BurnumRFG Advisory | Private Client ServicesMadisonAlabama$250K$212M$1.5-10M$250-500KAmy McLevaineWells Fargo AdvisorsBirminghamAlabama$2M$305M$3.5-25M$3.5-25MKatie HancockMorgan Stanley Wealth ManagementTuscaloosaAlabama$5M$4.3B$25-100M$5-50MMary Anne PhillipsMerrill Private Wealth ManagementBirminghamAlabama$5M$539M$5-50M$3-25MGlenda GoughMorgan Stanley Wealth ManagementHuntsvilleAlabama$250K$532M$2-7M$500K-4MSuzanne TovarWells Fargo AdvisorsBirminghamAlabama$250K$396M$2.5-5M$1.2-3MLauren PearsonSomerset AdvisoryBirminghamAlabama$1.5M$207M$1.6-80M$675K-11.5MAlison CreekbaumMerrill Wealth ManagementDothanAlabama$250K$287M$3-5M$1.5-5MNicole BarbeeMerrill Wealth ManagementBirminghamAlabama$500K$564M$1-10M$1-10MLaurie RussellMerrill Wealth ManagementMontgomeryAlabama$500K$626M$5-500M$2.5-15MMelanie HarrisMerrill Wealth ManagementFairhopeAlabama$250K$404M$2.5-5M$500K-3.5MDeLynn ZellBridgeworth Wealth ManagementBirminghamAlabama$1M$2.2B$1-40M$1-20MPennie KeeneMorgan Stanley Wealth ManagementHuntsvilleAlabama$500K$1.1B$3-50M$3-35MNancy LiphamWells Fargo AdvisorsAnnistonAlabama$250K$230M$750K-7M$300-600KKitty DavenportEdward JonesHuntsvilleAlabama$0$222M$500K-3M$300K-2MTracy HorneMerrill Wealth ManagementMontgomeryAlabama$250K$131M$750K-5M$500K-3MCindy ClarkMerrill Wealth ManagementMontgomeryAlabama$250K$276M$1-2.5M$500K-1.2MJenny HiteMadison Street Wealth Advisors of Raymond JamesHuntsvilleAlabama$1M$1.8B$1-15M$1-5MJenny SneedBridgeworth Wealth ManagementBirminghamAlabama$1M$2.2B$1-10M$1-6MValerie R. LeonardEverThrive Financial GroupBirminghamAlabama$100K$325M$1.5-15M$250K-7.2MHolley PierceWells Fargo AdvisorsMontgomeryAlabama$925K$146M$300K-18M$725K-3.5MTammy HeadUBS Wealth ManagementAnchorageAlaska$1M$867M$2-30M$2-15MSarah SpringerBairdAnchorageAlaska$1M$1B$1-20M$500K-10MCassie KosinskiWells Fargo AdvisorsAnchorageAlaska$1M$308M$5-10M$1-5MLin MayMorgan Stanley Wealth ManagementAnchorageAlaska$500K$313M$2-5M$1-5MMaggie PriceBairdAnchorageAlaska$1M$969M$1-20M$500K-10MJennifer HershMerrill Wealth ManagementScottsdaleArizona$250K$553M$750K-5M$500K-5MJacquie WeflenTFO Family Office PartnersPhoenixArizona$0$3.5B$5-100M$2-50MStephanie GreerMerrill Wealth ManagementScottsdaleArizona$1M$619M$4-25M$4-15MRenee A. HansonAmeriprise Financial ServicesPhoenixArizona$1M$288M$500K-35M$250K-19MTeri KelleyMorgan Stanley Wealth ManagementScottsdaleArizona$2M$1.8B$4-30M$3-15MJane RojasMorgan Stanley Wealth ManagementTucsonArizona$1M$687M$3-8M$1-8MMary HuntleyIndependent Financial GroupCamp VerdeArizona$0$585M$500K-20M$500K-10MLisa DocheBairdScottsdaleArizona$0$235M$1-15M$500K-14MSusan BaileyUBS Wealth ManagementPhoenixArizona$1M$310M$3-18M$1-15MAshley AmentMerrill Wealth ManagementScottsdaleArizona$0$572M$1-3.5M$250K-2.5MShalene CaldwellWells Fargo AdvisorsScottsdaleArizona$1M$476M$2-20M$1-10MTania KvakicRBC Wealth ManagementPhoenixArizona$1M$245M$3-10M$1-15MLeah HoffmanBairdPhoenixArizona$1M$350M$4-15M$4-24MJaime Steffen LutzJ.P. Morgan Wealth ManagementScottsdaleArizona$500K$475M$1.5-5M$750K-3MNatalie Fernandez LeeMeridian Wealth ManagementTucsonArizona$0$1.1B$2-20M$1-10MLeslie LittleJ.P. Morgan Wealth ManagementScottsdaleArizona$500K$283M$5-15M$2-3.5MSharon ZeidlerBairdScottsdaleArizona$500K$371M$500K-8M$500K-36MShea Boulware-CreedRBC Wealth ManagementPhoenixArizona$250K$262M$1-2M$750K-2MGaby GeeslingWells Fargo AdvisorsGilbertArizona$250K$460M$1-12M$1-7MTequilla SwanJ.P. Morgan Wealth ManagementScottsdaleArizona$1M$242M$3-30M$1-6MTammy Escobar-MillerMorgan Stanley Wealth ManagementScottsdaleArizona$1M$460M$2-10M$1-6MBarbara AndersonMerrill Wealth ManagementPeoriaArizona$250K$674M$1-3M$1-3MLana HockBairdPhoenixArizona$0$189M$2.5-6M$900K-5MGail GiclasRaymond James & AssociatesTucsonArizona$0$523M$1-10M$500K-5MJennifer Loson LucovichUBS Wealth ManagementPhoenixArizona$1M$226M$2-5M$500K-2.5MCaitlyn SalloumKey Wealth Management/Raymond JamesScottsdaleArizona$500K$155M$1-30M$500K-8MTerri OsnessWells Fargo AdvisorsChandlerArizona$1M$267M$3-20M$500K-66MJulie HittleWells Fargo AdvisorsGilbertArizona$500K$215M$1-2.5M$750K-1.5MTheresa ChacopulosMorgan Stanley Private Wealth ManagementScottsdaleArizona$10M$326M$10-150M$10-50MKyle DeckerDecker Wealth Management GroupScottsdaleArizona$0$150M$2-8M$1-3MJane ZhengMerrill Wealth ManagementPhoenixArizona$1M$148M$1-6M$1-2.5MLydia PadillaAmeriprise Financial ServicesYumaArizona$100K$150M$1-5M$700K-5MNicole CorningBuckman & Corning Financial Strategies GroupScottsdaleArizona$750K$271M$1.5-2M$1-2MJennifer PopeUBS Wealth ManagementPhoenixArizona$1M$222M$2.5-25M$1.1-5.5MNatalie Flamm-StutenrothWells Fargo AdvisorsSun CityArizona$500K$245M$900K-83M$250K-6MDebbie CohenJ.P. Morgan Wealth ManagementPhoenixArizona$500K$252M$3-10M$250K-10MRenae SmithAmeriprise Financial ServicesLakesideArizona$250K$719M$1-5M$250K-2.5MLaura CrowellEdward JonesMagnoliaArkansas$500K$296M$1-10M$750K-8MStacey HarralMerrill Wealth ManagementJonesboroArkansas$250K$364M$500K-10M$500K-1.5MNan GingerMerrill Wealth ManagementRogersArkansas$250K$473M$1-2M$250K-2MKelly JourneyEdward JonesLittle RockArkansas$500K$166M$800K-5M$600K-3MRena DayEdward JonesMonticelloArkansas$0$151M$1-8M$250K-3.6MKelley DunlapStifelLittle RockArkansas$1M$579M$20-50M$10-40MAmy DanielsEdward JonesSearcyArkansas$1M$218M$1.5-16M$1-5MDebi PiercyWells Fargo AdvisorsLittle RockArkansas$250K$1.3B$750K-1.5M$250K-1MCheryl YoungRockefeller Capital ManagementLos GatosCalifornia - Northern CA$10M$1.5B$10-100M$5-50MElaine MeyersJ.P. Morgan Wealth ManagementSan FranciscoCalifornia - Northern CA$25M$5.4B$30M-1.5B$10-350MXi QiaoUBS Wealth ManagementSan FranciscoCalifornia - Northern CA$5M$2B$10M-2B$5-800MCatherine EvansJ.P. Morgan Wealth ManagementSan FranciscoCalifornia - Northern CA$10M$2.1B$20-50M$5-10MGillian YuMorgan Stanley Private Wealth ManagementSan FranciscoCalifornia - Northern CA$10M$9.2B$50-100M$20-50MInna KellyMorgan Stanley Wealth ManagementSan FranciscoCalifornia - Northern CA$10M$1.4B$10-70M$5-30MFlora DongUBS Wealth ManagementSan FranciscoCalifornia - Northern CA$25M$1.4B$1.5-3B$5-556MEmily BachMorgan Stanley Wealth ManagementOrindaCalifornia - Northern CA$1M$1.4B$5-11M$4-8MDebbie JorgensenMerrill Wealth ManagementSan FranciscoCalifornia - Northern CA$5M$2.3B$15-150M$10-100MAlma GuimarinMorgan Stanley Wealth ManagementSan JoseCalifornia - Northern CA$2M$1.5B$5-20M$4-10MCarla KorenMorgan Stanley Wealth ManagementOaklandCalifornia - Northern CA$1M$1.1B$3-10M$1.5-65MValerie Garcia HoutsMerrill Wealth ManagementSan FranciscoCalifornia - Northern CA$250K$58.6B$10-500M$5-200MBeth ScanlanMorgan Stanley Private Wealth ManagementSan FranciscoCalifornia - Northern CA$5M$731M$10-25M$9-25MJulia WanUBS Wealth ManagementSan FranciscoCalifornia - Northern CA$2M$509M$35-150M$3.5-25MKimberly HunterWells Fargo AdvisorsSanta RosaCalifornia - Northern CA$1M$840M$10M-1B$3-50MAlena MeekerMerrill Wealth ManagementSan FranciscoCalifornia - Northern CA$1M$1.3B$5-35M$1-25MPatrice CresciTeam HewinsRedwood CityCalifornia - Northern CA$1M$2.5B$2-5M$2-5MJennifer EllisonCerity PartnersRedwood CityCalifornia - Northern CA$5M$5.6B$10-150M$10-65MSandi BragarAspiriantSan FranciscoCalifornia - Northern CA$3M$14.2B$5-75M$5-25MSarah SimonCresset Asset ManagementSan FranciscoCalifornia - Northern CA$10M$1.8B$20-500M$25-50MWendy UmphreyBaker Street AdvisorsSan FranciscoCalifornia - Northern CA$5M$14.1B$5-20M$5-20MPauline ChuUBS Wealth ManagementSan FranciscoCalifornia - Northern CA$2M$1.2B$2M-1.1B$10-140MCheryl SmithMerrill Private Wealth ManagementPalo AltoCalifornia - Northern CA$10M$1.8B$75M-2B$10M-1BLorna MeyerMerrill Private Wealth ManagementSan FranciscoCalifornia - Northern CA$2.5M$2.3B$15-200M$5-75MHelen DietzAspiriantMountain ViewCalifornia - Northern CA$1.5M$14.2B$3-50M$1.5-25MHilary GilesMerrill Private Wealth ManagementPalo AltoCalifornia - Northern CA$10M$18.7B$50M-1B$25-500MJessica CarusoMercer AdvisorsSan FranciscoCalifornia - Northern CA$500K$7.5B$3-30M$3-30MVictoria BaileyMorgan Stanley Private Wealth ManagementMenlo ParkCalifornia - Northern CA$15M$4.8B$25-150M$10-15MCatherine ChenRBC Wealth ManagementSan FranciscoCalifornia - Northern CA$5M$1B$2-50M$2-20MLori WhitneyMorgan Stanley Wealth ManagementSan FranciscoCalifornia - Northern CA$1M$665M$5-25M$1-3MJudy ColvinUBS Wealth ManagementCarmelCalifornia - Northern CA$2M$1.3B$2-20M$3-5MJoanne ZhongUBS Wealth ManagementSan FranciscoCalifornia - Northern CA$5M$2.9B$50-100M$10-100MMickey HongMorgan Stanley Wealth ManagementSan FranciscoCalifornia - Northern CA$2M$559M$8-40M$2-5MElisabeth AndreasonMorgan Stanley Wealth ManagementWalnut CreekCalifornia - Northern CA$1M$670M$2-7M$1-4MChristy CovaleskyWetherby Asset ManagementSan FranciscoCalifornia - Northern CA$10M$7.2B$10-100M$1-85MShelley RichardsonUBS Private Wealth ManagementLos GatosCalifornia - Northern CA$2M$2.2B$5-50M$2-30MMegan GormanChequers Financial ManagementSan FranciscoCalifornia - Northern CA$1M$704M$5-60M$2-35MKristina KuprinaSequoia Wealth Advisors & Investment ManagementSan JoseCalifornia - Northern CA$0$615M$500K-5M$1.2-14MJojo CresciMercer Global AdvisorsSan MateoCalifornia - Northern CA$3M$3.4B$10-30M$3-30MCarla ChenUBS Wealth ManagementSan FranciscoCalifornia - Northern CA$2M$1.2B$5-20M$2-10MDonna AndrewsMorgan Stanley Wealth ManagementOaklandCalifornia - Northern CA$250K$615M$250K-11M$250-800KNicole AnzoateguiMorgan Stanley Wealth ManagementPalo AltoCalifornia - Northern CA$2M$568M$3.5-25M$1.5-8MJuliana ParkUBS Wealth ManagementWalnut CreekCalifornia - Northern CA$2M$316M$2-10M$1-5MRupa JackMorgan Stanley Wealth ManagementNapaCalifornia - Northern CA$1M$588M$3-30M$2-20MLee Ann CoburnMerrill Wealth ManagementWalnut CreekCalifornia - Northern CA$1M$491M$4-20M$2-12MLisa HughesMerrill Wealth ManagementPalo AltoCalifornia - Northern CA$2.5M$2.2B$5-10M$2.5-10MKatie PartridgeMorgan Stanley Private Wealth ManagementSan FranciscoCalifornia - Northern CA$20M$47.5B$25-250M$10-100MCrystal ShiJ.P. Morgan Wealth ManagementSanta ClaraCalifornia - Northern CA$2M$427M$5-20M$2-10MSara SaxeUBS Wealth ManagementMenlo ParkCalifornia - Northern CA$500K$2.2B$5-20M$10-50MAmi IbarraJ.P. Morgan Wealth ManagementDublinCalifornia - Northern CA$250K$610M$1.5-5M$250K-5MSonia JenkinsOwens Estate & Wealth Strategies/Raymond JamesGrass ValleyCalifornia - Northern CA$250K$442M$750K-5M$250K-2MTheo SchwabacherMorgan Stanley Wealth ManagementSan FranciscoCalifornia - Northern CA$2M$865M$5-25M$2.5-5MLaura PedroncelliAddison Avenue Investment Services/Raymond JamesSanta RosaCalifornia - Northern CA$250K$392M$750K-2M$500K-1MVirginia PriceWells Fargo AdvisorsSan FranciscoCalifornia - Northern CA$500K$308M$3-7M$1-3MKathleen SnodgrassUBS Wealth ManagementMenlo ParkCalifornia - Northern CA$5M$2.8B$5-100M$1-70MYlisa SanfordMorgan Stanley Wealth ManagementSan FranciscoCalifornia - Northern CA$1M$277M$2-7M$750K-5MDebbie PurseyWealth Enhancement GroupWalnut CreekCalifornia - Northern CA$1.5M$938M$1-14M$500K-7MSandra WangMorgan Stanley Wealth ManagementPalo AltoCalifornia - Northern CA$2M$1.3B$5-15M$3-10MMinyu Jessica ChangMorgan Stanley Wealth ManagementPalo AltoCalifornia - Northern CA$2M$442M$2-40M$2-25MMegan ThompsonMerrill Wealth ManagementWalnut CreekCalifornia - Northern CA$500K$1.7B$1-30M$1-10MLela BayleyMerrill Wealth ManagementSacramentoCalifornia - Northern CA$250K$446M$2-12M$1-10MCatherine FangMorgan Stanley Private Wealth ManagementMenlo ParkCalifornia - Northern CA$10M$1.6B$10M-3B$10-40MBeth SmithMorgan Stanley Private Wealth ManagementMenlo ParkCalifornia - Northern CA$10M$20.3B$25-100M$30-80MMindy FishelAlex. Brown/Raymond JamesSan FranciscoCalifornia - Northern CA$2M$1B$7.5-15M$10-20MLinda StandenUBS Wealth ManagementWalnut CreekCalifornia - Northern CA$250K$1.5B$1.5-5M$750K-4MJing WangMerrill Wealth ManagementSan FranciscoCalifornia - Northern CA$1M$437M$2-8M$500K-3MMaureen FongMerrill Wealth ManagementSan JoseCalifornia - Northern CA$1M$663M$1.5-10M$1-8MSamantha HobartMorgan Stanley Wealth ManagementSan FranciscoCalifornia - Northern CA$1M$147M$1.5-3M$750K-3MLaura Martin MiriMartin Wealth ManagementMenlo ParkCalifornia - Northern CA$500K$229M$1-35M$500K-15MRobin RochaMerrill Wealth ManagementNapaCalifornia - Northern CA$250K$203M$2-40M$1.5-20MKristin BartlowJourney Strategic WealthAlamoCalifornia - Northern CA$1M$269M$500K-20M$100K-11MStephanie RichmanEP Wealth AdvisorsWalnut CreekCalifornia - Northern CA$500K$19.5B$3-20M$1.2-14MLinhvien TranMerrill Wealth ManagementPalo AltoCalifornia - Northern CA$1M$962M$4-7M$1-5MColleen CusickMerrill Wealth ManagementWalnut CreekCalifornia - Northern CA$500K$639M$3-5M$1-3MMary GarrisonMerrill Wealth ManagementMill ValleyCalifornia - Northern CA$1M$1B$3-25M$1-15MUlku DoganRockefeller Capital ManagementWalnut CreekCalifornia - Northern CA$5M$434M$5-80M$1-20MKelly McMurrayMorgan Stanley Wealth ManagementModestoCalifornia - Northern CA$500K$589M$1.5-15M$1.5-4MGail CovingtonMorgan Stanley Wealth ManagementSan FranciscoCalifornia - Northern CA$2M$345M$1-15M$1-10MGretchen HollsteinLitman Gregory Asset ManagementLarkspurCalifornia - Northern CA$3M$2B$5-35M$3-25MPhuong QuachAmeriprise Financial ServicesSanta ClaraCalifornia - Northern CA$0$790M$1-2.5M$350K-1.2MAdrianne YamakiStrategic Wealth CapitalSan FranciscoCalifornia - Northern CA$5M$170M$10-20M$5-15MJen SchneidermannMorgan Stanley Wealth ManagementWalnut CreekCalifornia - Northern CA$1M$2.5B$2.5-50M$1-40MCynthia WemyssEdward JonesLos AltosCalifornia - Northern CA$2M$385M$3.5-63M$1-52MNicole SimoniAmeriprise Financial ServicesWalnut CreekCalifornia - Northern CA$0$768M$190K-11M$190K-8.5MAndrea C. DevincenziWells Fargo AdvisorsWalnut CreekCalifornia - Northern CA$2M$1.8B$2-12M$3.5-7.5MJing ChienAmeriprise Financial ServicesSanta ClaraCalifornia - Northern CA$0$772M$1-2M$250K-1MJudy MakWells Fargo AdvisorsSan FranciscoCalifornia - Northern CA$1M$194M$5-100M$1-10MAnn WangRockefeller Capital ManagementSan FranciscoCalifornia - Northern CA$5M$366M$5-15M$3-10MBrooks Hays SlateCresset Asset ManagementSan FranciscoCalifornia - Northern CA$10M$440M$25-75M$20-150MTheresa RutledgeJ.P. Morgan Wealth ManagementPalo AltoCalifornia - Northern CA$5M$1.2B$10-100M$5-75MMonika ReyesAmeriprise Financial ServicesRosevilleCalifornia - Northern CA$0$2.1B$500K-5M$500K-4MJennifer HeidelWells Fargo AdvisorsReddingCalifornia - Northern CA$1M$218M$1-8M$850K-8MElaine ShenMorgan Stanley Wealth ManagementSan FranciscoCalifornia - Northern CA$1.5M$361M$3-5M$2-5MDaphne ChiUBS Wealth ManagementSan FranciscoCalifornia - Northern CA$2M$245M$5-25M$1-10MMisty JonesUBS Wealth ManagementNapaCalifornia - Northern CA$500K$888M$1-20M$500K-86MAshley EvansJ.P. Morgan Wealth ManagementSan FranciscoCalifornia - Northern CA$3M$267M$5-25M$5-30MChristina YuniMorgan Stanley Wealth ManagementPalo AltoCalifornia - Northern CA$1M$1.5B$3-25M$1-5MMaria SmithJ.P. Morgan Wealth ManagementDanvilleCalifornia - Northern CA$50K$236M$75K-3.5M$250K-1.5MHongmin LuMorgan Stanley Wealth ManagementCupertinoCalifornia - Northern CA$500K$210M$1-10M$250K-8MCeline ChenCiti Personal Wealth ManagementSan JoseCalifornia - Northern CA$250K$279M$700K-5M$450K-4MKate RatheUBS Wealth ManagementLos GatosCalifornia - Northern CA$3M$522M$7-100M$4.2-15MStacy WoodCiti Personal Wealth ManagementCupertinoCalifornia - Northern CA$200K$348M$2-5M$2.5-6MElizabeth KirkpatrickMerrill Wealth ManagementMontereyCalifornia - Northern CA$250K$1.2B$250K-25M$250K-5MPenney SickRaymond James Financial ServicesVisaliaCalifornia - Northern CA$100K$158M$500K-4M$250K-3MShao TeMorgan Stanley Wealth ManagementPalo AltoCalifornia - Northern CA$1M$279M$3-10M$800K-5MMonica MunozLitman Gregory Asset ManagementLarkspurCalifornia - Northern CA$3M$2B$5-35M$3-25MCatheryne DiPreteMorgan Stanley Wealth ManagementSan RafaelCalifornia - Northern CA$500K$334M$2-10M$1-3.5MDiane McMindsUBS Wealth ManagementNapaCalifornia - Northern CA$2M$1.5B$2-10M$5-20MKristen CurtisJ.P. Morgan Wealth ManagementSan FranciscoCalifornia - Northern CA$250K$252M$500K-50M$250K-5MReiko EvangelistaWells Fargo AdvisorsBurlingameCalifornia - Northern CA$500K$307M$1-50M$500K-5MJudy KengMorgan Stanley Wealth ManagementMountain ViewCalifornia - Northern CA$1M$335M$3-10M$2-10MBerit SubaWells Fargo AdvisorsSan FranciscoCalifornia - Northern CA$500K$1B$1-5M$1-5MJessica McCurdyNurtured WealthWalnut CreekCalifornia - Northern CA$1M$155M$2-10M$1-5MDeanna QuintanillaWells Fargo AdvisorsEl Dorado HillsCalifornia - Northern CA$1M$228M$1-10M$1.1-10MLisa ZengelMorgan Stanley Wealth ManagementSan FranciscoCalifornia - Northern CA$1M$185M$1-10M$1-10MAmy LiMorgan Stanley Wealth ManagementSan FranciscoCalifornia - Northern CA$10M$926M$25-100M$25-100MDanielle AldamaMorgan Stanley Wealth ManagementPalo AltoCalifornia - Northern CA$5M$724M$1-10M$2.5-20MAmy R. CookMaven Lane Financial Group | LPL FinancialSan MateoCalifornia - Northern CA$750K$134M$1-7M$500K-3MChristine IngessonMorgan Stanley Wealth ManagementSanta CruzCalifornia - Northern CA$2M$825M$2.5-7M$3-5MAshley NguyenWells Fargo AdvisorsSan JoseCalifornia - Northern CA$100K$248M$250-500K$100-150KJudy SeiboldMerrill Wealth ManagementRosevilleCalifornia - Northern CA$1.5M$898M$5-100M$1.5-15MCorrine FabieMorgan Stanley Wealth ManagementLos GatosCalifornia - Northern CA$1.5M$546M$2-10M$250K-8.3MKathy RazaghzadehMorgan Stanley Wealth ManagementMenlo ParkCalifornia - Northern CA$250K$2B$2-7M$250K-1MMegan TarpleyWells Fargo AdvisorsPleasantonCalifornia - Northern CA$1M$169M$3-10M$500K-48MMegan A. McNealyMerrill Wealth ManagementWalnut CreekCalifornia - Northern CA$2M$269M$5-15M$3-15MEmily ChanAmeriprise Financial ServicesSan RafaelCalifornia - Northern CA$1M$126M$5-15M$1.5-5MYvonne R. SanchezMerrill Wealth ManagementFresnoCalifornia - Northern CA$500K$706M$1-5M$500K-3MClaudia DentonMerrill Wealth ManagementSan FranciscoCalifornia - Northern CA$1M$184M$5-70M$2.5-35MMichelle PiperJ.P. Morgan Wealth ManagementLivermoreCalifornia - Northern CA$500K$610M$1.5-7.5M$250K-5MThuy LeAmeriprise Financial ServicesSan JoseCalifornia - Northern CA$1M$344M$3-10M$800K-3MEmmie YangUBS Wealth ManagementSan FranciscoCalifornia - Northern CA$2M$1.5B$5-20M$2-20MBetsy GrohMerrill Wealth ManagementMill ValleyCalifornia - Northern CA$300K$267M$1-50M$750K-10MMaggie YumUBS Wealth ManagementSan FranciscoCalifornia - Northern CA$3M$1.5B$3-15M$5-30MSue MazzettiQuorum Private Wealth | Sanctuary WealthDanvilleCalifornia - Northern CA$1M$1B$3-15M$5-10MKris TangenWells Fargo AdvisorsFolsomCalifornia - Northern CA$1M$186M$500K-12M$1-5MRani PettisWells Fargo AdvisorsSacramentoCalifornia - Northern CA$500K$155M$2-5M$1-2.5MEmily Van HoorickxUBS Wealth ManagementSan JoseCalifornia - Northern CA$250K$15.4B$1-10M$500K-10MRan ZhouMorgan Stanley Wealth ManagementMenlo ParkCalifornia - Northern CA$2M$700M$2-10M$2-5MMichelle PollakAmeriprise Financial ServicesOrindaCalifornia - Northern CA$500K$206M$1-11M$350K-8MMarian LenzMerrill Wealth ManagementPalo AltoCalifornia - Northern CA$250K$239M$250K-30M$250K-20MLaila PencePence Wealth ManagementNewport BeachCalifornia - Southern CA$500K$1.8B$1-30M$1-30MLisa DetannaGlobal Wealth Solutions Group and DH Consulting Group of Raymond JamesBeverly HillsCalifornia - Southern CA$1M$2.6B$10-350M$1-350MTracey GluckJ.P. Morgan Wealth ManagementLos AngelesCalifornia - Southern CA$10M$2.3B$10-50M$5-25MNazie Saffari-MoiniMerrill Wealth ManagementBeverly HillsCalifornia - Southern CA$1M$909M$2.5-10M$1.2-5MDiane HartUBS Wealth ManagementPasadenaCalifornia - Southern CA$3M$961M$20-60M$3-9MSara WendtMiracle Mile AdvisorsLos AngelesCalifornia - Southern CA$3M$3.1B$10-25M$4-7MJennifer GarciaWells Fargo AdvisorsEncinoCalifornia - Southern CA$10M$1.2B$10-25M$5-10MCourtney LiddyUBS Wealth ManagementSan DiegoCalifornia - Southern CA$5M$1.2B$3-50M$2-35MJenny TsaiMorgan Stanley Private Wealth ManagementPasadenaCalifornia - Southern CA$2M$1.6B$10M-1B$5-100MAnouchka BalogMorgan Stanley Wealth ManagementLaguna NiguelCalifornia - Southern CA$1M$1.1B$4-25M$1-63MGail D. ReidAmeriprise Financial ServicesGlendaleCalifornia - Southern CA$1M$1.5B$1-10M$1-5MRhonda J. FinbyWells Fargo AdvisorsSeal BeachCalifornia - Southern CA$1M$645M$4-10M$2-5MTeri HarmonWells Fargo AdvisorsSeal BeachCalifornia - Southern CA$1M$1.3B$2-7M$662K-4.3MDanielle PrunierMerrill Private Wealth ManagementLos AngelesCalifornia - Southern CA$2.5M$1.3B$15-50M$15-25MLaura PopeWells Fargo AdvisorsWoodland HillsCalifornia - Southern CA$1M$1.5B$2.5-12M$1.2-8MKara BoccellaCertuityCentury CityCalifornia - Southern CA$5M$4B$5M-1B$2-600MAnderson LafontantMiracle Mile AdvisorsLos AngelesCalifornia - Southern CA$3M$3.1B$10-25M$4-7MRoya ColeMorgan Stanley Wealth ManagementNewport BeachCalifornia - Southern CA$250K$1.3B$250K-1M$100K-5MCarol WilshireRBC Wealth ManagementEl SegundoCalifornia - Southern CA$750K$307M$2.5-15M$750K-2.5MLiling LeeUBS Wealth ManagementIrvineCalifornia - Southern CA$1M$620M$3-10M$1-10MKalyn Maher WalkerUBS Wealth ManagementSan DiegoCalifornia - Southern CA$1M$1.7B$2-10M$1-5.5MMadeleine AntekelianUBS Private Wealth ManagementBeverly HillsCalifornia - Southern CA$1M$2.4B$2-25M$2-10MLisa ChapmanUBS Wealth ManagementSeal BeachCalifornia - Southern CA$2M$1.1B$2-5M$2-50MNadia AllaudinMerrill Private Wealth ManagementLos AngelesCalifornia - Southern CA$0$666M$2-10M$1-5MEleni MavromatiMerrill Private Wealth ManagementLos AngelesCalifornia - Southern CA$10M$29.3B$75M-2B$10M-1BAnh TranSageMint WealthIrvineCalifornia - Southern CA$1M$320M$3-20M$1-15MBarbara BruserJ.P. Morgan Wealth ManagementLos AngelesCalifornia - Southern CA$5M$906M$5-50M$2-30MSusan WingardMerrill Wealth ManagementBeverly HillsCalifornia - Southern CA$1M$863M$1-15M$750K-5MRenee FourcadeUBS Private Wealth ManagementLos AngelesCalifornia - Southern CA$500K$11.2B$5-30M$2-15MMaureen FlanaganJ.P. Morgan Wealth ManagementNewport BeachCalifornia - Southern CA$1M$2.9B$3-12M$1.5-12MCarolyn TaylorWeatherly Asset ManagementDel MarCalifornia - Southern CA$1.5M$1.1B$1.5-155M$1.5-155MMichelle MarquezRaymond James & AssociatesPasadenaCalifornia - Southern CA$1M$250M$5-10M$2-70MMarlynn Yuxia MaMerrill Wealth ManagementPasadenaCalifornia - Southern CA$1M$774M$15-35M$3-10MJudith ChippsMerrill Wealth ManagementEncinoCalifornia - Southern CA$2M$703M$4-40M$2-40MYangchen LamaMorgan Stanley Wealth ManagementBeverly HillsCalifornia - Southern CA$1M$469M$8-30M$1-25MAlexandra AwadMerrill Wealth ManagementPasadenaCalifornia - Southern CA$250K$438M$2-30M$700K-6MDiane DoolinMorgan Stanley Wealth ManagementPasadenaCalifornia - Southern CA$1.5M$610M$2.5-8M$1.5-3.5MPatricia JohnsonUBS Private Wealth ManagementLos AngelesCalifornia - Southern CA$2M$469M$5-100M$3-100MJulie JohnsonBeacon Pointe AdvisorsNewport BeachCalifornia - Southern CA$3M$3.1B$1-10M$500K-7MGayle BullockMorgan Stanley Wealth ManagementNewport BeachCalifornia - Southern CA$500K$609M$3-12M$3-5MMindy YingWealth Enhancement GroupSan MarinoCalifornia - Southern CA$500K$1.9B$2M-10B$1-300MMay ChongUBS Wealth ManagementPasadenaCalifornia - Southern CA$3M$588M$5-15M$2-50MElly WongMorgan Stanley Wealth ManagementPasadenaCalifornia - Southern CA$1M$2.3B$5-12M$1.5-4MJasmine Turner-BaaUBS Wealth ManagementBeverly HillsCalifornia - Southern CA$2M$527M$1-400M$1-30MMaria PisaEdward JonesAgoura HillsCalifornia - Southern CA$1.5M$578M$1.5-745M$1-743MMichelle FullertonMorgan Stanley Wealth ManagementLos AngelesCalifornia - Southern CA$1M$564M$5-20M$3-10MSheila CarlsonMerrill Wealth ManagementLos AngelesCalifornia - Southern CA$500K$1B$750K-5M$500K-10MSunny Kuo NeilonUBS Wealth ManagementBreaCalifornia - Southern CA$10M$536M$100M-1B$20-100MDebra PatriquinMerrill Wealth ManagementNewport BeachCalifornia - Southern CA$500K$344M$3-8M$1-50MKatie PanMerrill Wealth ManagementPasadenaCalifornia - Southern CA$1M$446M$5-20M$2-10MCharlie LoweMorgan Stanley Wealth ManagementWoodland HillsCalifornia - Southern CA$1M$584M$250K-5B$1-5MLynne SebastianUBS Wealth ManagementNewport BeachCalifornia - Southern CA$1M$440M$2-100M$2-30MDanielle BluntRaymond James Financial ServicesBreaCalifornia - Southern CA$1M$214M$2-15M$1.2-5MWynne IUBS Wealth ManagementPasadenaCalifornia - Southern CA$1M$1.2B$1-50M$1-10MShannon RyanWells Fargo AdvisorsEl SegundoCalifornia - Southern CA$500K$302M$750K-25M$1-10MShirley QuackenbushRockefeller Capital ManagementNewport BeachCalifornia - Southern CA$5M$490M$20-50M$5-100MAida BabayanUBS Wealth ManagementPasadenaCalifornia - Southern CA$1M$329M$10-30M$1-5MLiza PilleMorgan Stanley Wealth ManagementSan DiegoCalifornia - Southern CA$1M$705M$1.8-6M$500K-8MLinda KitchensAspiriantSan DiegoCalifornia - Southern CA$1.5M$14.2B$3-200M$1.5-72MDiane CoonMerrill Private Wealth ManagementNewport BeachCalifornia - Southern CA$10M$3B$30-500M$20-200MGina CeredaWells Fargo AdvisorsNewport BeachCalifornia - Southern CA$250K$405M$2.5M$2.5-5MLoreen GilbertWealthWise Financial ServicesIrvineCalifornia - Southern CA$1M$184M$1-50M$500K-10MJan MaizeMorgan Stanley Wealth ManagementLong BeachCalifornia - Southern CA$800K$1B$1-75M$750K-10MMelinda WoodellWells Fargo AdvisorsSan DiegoCalifornia - Southern CA$20M$434M$15-100M$35-300MMeagan PhelpsMadison Avenue SecuritiesLos AngelesCalifornia - Southern CA$200K$257M$500K-6M$1-8MDorothy SantiagoMerrill Wealth ManagementNewport BeachCalifornia - Southern CA$1M$694M$3-12M$1-15MSammie Kothari PengMerrill Wealth ManagementBreaCalifornia - Southern CA$750K$1.3B$1-5M$1-3MRachel LukenHoyleCohenSan DiegoCalifornia - Southern CA$1M$3.4B$2.5-18M$2-20MJudith LuBlue Zone Wealth AdvisorsLos AngelesCalifornia - Southern CA$2M$496M$2-50M$5-25MReva ShakkottaiRBC Wealth ManagementEl SegundoCalifornia - Southern CA$3M$382M$5-30M$3-10MCindy BollingerEdward JonesSan DimasCalifornia - Southern CA$500K$212M$900K-16.5M$50K-8MMargaret BaldwinD.A. DavidsonNewport BeachCalifornia - Southern CA$250K$314M$2-50M$250K-35MNatasha BonelliMerrill Wealth ManagementWoodland HillsCalifornia - Southern CA$0$702M$2.5-15M$500K-15MChristine LukmanWells Fargo AdvisorsPasadenaCalifornia - Southern CA$1M$603M$5-10M$1-5MNatalie BarronUBS Wealth ManagementSeal BeachCalifornia - Southern CA$1M$1.1B$1.5-6M$500K-4MSandra McPeakWells Fargo AdvisorsRolling Hills EstatesCalifornia - Southern CA$1M$290M$2.5-200M$1-66MSharon ChenMerrill Wealth ManagementBreaCalifornia - Southern CA$1M$506M$1-10M$1-10MBrenda OsborneWells Fargo AdvisorsBeverly HillsCalifornia - Southern CA$1M$369M$2.5-10M$1.1-5MVanessa BurnettBridge AdvisoryPasadenaCalifornia - Southern CA$1M$536M$2-10M$1-5MLisa HartungStifelNewport BeachCalifornia - Southern CA$1M$180M$3-50M$1.5-10MCandice GleesonUBS Wealth ManagementSan DiegoCalifornia - Southern CA$500K$582M$1.5-80M$1-70MElisabeth SchreiberMorgan Stanley Private Wealth ManagementSanta BarbaraCalifornia - Southern CA$0$285M$2-20M$5-15MElisabeth CullingtonHoyleCohenSan DiegoCalifornia - Southern CA$1M$3.2B$2.5-18M$2-20MLaura Marie RaulinaitisMorgan Stanley Wealth ManagementWestlake VillageCalifornia - Southern CA$1M$684M$2-30M$1.5-20MLisa AmsterMorgan Stanley Private Wealth ManagementLos AngelesCalifornia - Southern CA$5M$1.2B$20-110M$10-30MCynthia WongMerrill Wealth ManagementBreaCalifornia - Southern CA$500K$185M$1.5-3.5M$300K-6MKaitlyn CruseMerrill Wealth ManagementSan DiegoCalifornia - Southern CA$1M$386M$2-10M$2.5-30MAmy MeiUBS Wealth ManagementBreaCalifornia - Southern CA$2M$625M$3-20M$2-10MKris NorbyMorgan Stanley Wealth ManagementRancho Santa FeCalifornia - Southern CA$1M$373M$5-25M$1-10MCheri GreggMorgan Stanley Wealth ManagementBeverly HillsCalifornia - Southern CA$250K$311M$2.5-5M$500K-1.5MAthena ConstantAmeriprise Financial ServicesSan DiegoCalifornia - Southern CA$500K$213M$500K-5M$250K-4MMargarita San JuanMerrill Wealth ManagementNewport BeachCalifornia - Southern CA$1M$694M$3-12M$1-12MJessica SheafferMorgan Stanley Wealth ManagementNewport BeachCalifornia - Southern CA$10M$19.3B$50M-5B$50M-1BSusanna BrackeWells Fargo AdvisorsLos AngelesCalifornia - Southern CA$5M$281M$5-15M$2.5-7.5MJeannine SmithMorgan Stanley Wealth ManagementIrvineCalifornia - Southern CA$500K$730M$3-25M$1-3MSandra ChoPointwealth Capital ManagementEncinoCalifornia - Southern CA$1M$197M$1.5-7.5M$500K-5MJean VincentMorgan Stanley Wealth ManagementCarlsbadCalifornia - Southern CA$1M$568M$2-10M$2-10MShirley ThompsonMerrill Wealth ManagementTemeculaCalifornia - Southern CA$250K$377M$1-5M$500K-2MTaryn MollMerrill Wealth ManagementIrvineCalifornia - Southern CA$500K$546M$3-10M$1-5MJennifer PerkinsonMerrill Wealth ManagementRancho Santa FeCalifornia - Southern CA$1M$3.9B$4-50M$1-8MTawnee HosickStifelSan Luis ObispoCalifornia - Southern CA$100K$314M$500K-25M$150K-16.9MMarie SteinmanStifelLos AngelesCalifornia - Southern CA$1M$232M$5-50M$1-20MErica GhotraLido AdvisorsLos AngelesCalifornia - Southern CA$1M$498M$1-14M$1-4MShawna SuchMerrill Wealth ManagementCarlsbadCalifornia - Southern CA$1M$314M$1.2-20M$750K-15MSanya MulhernRBC Wealth ManagementSan DiegoCalifornia - Southern CA$1M$918M$2.5-7M$2-5MWinnie SunSun Group Wealth Partners/LPL FinancialIrvineCalifornia - Southern CA$100K$222M$500K-20M$100K-10MKathleen BurnsMorgan Stanley Wealth ManagementPasadenaCalifornia - Southern CA$2M$363M$10-20M$2-5MAdela GrechMerrill Wealth ManagementNewport BeachCalifornia - Southern CA$5M$1.2B$4M-10B$1-5MAlisa ChanpongMerrill Wealth ManagementPasadenaCalifornia - Southern CA$1M$193M$2-15M$1-10MSusan BordeauxMorgan Stanley Wealth ManagementIrvineCalifornia - Southern CA$500K$791M$2-6M$1-5MWindus Fernandez BrinkkordTrilogy Financial ServicesSan DiegoCalifornia - Southern CA$0$225M$150K-3M$500K-4.5MMai ParkMerrill Wealth ManagementNewport BeachCalifornia - Southern CA$1M$285M$4-12M$3-7MLaura KhorshidMerrill Private Wealth ManagementLos AngelesCalifornia - Southern CA$10M$465M$10-100M$7-61MLindsay MaisUBS Wealth ManagementSeal BeachCalifornia - Southern CA$2M$1.1B$3-10M$1-10MMonika WindleFinancial Plan DesignLa MesaCalifornia - Southern CA$1M$180M$1-5M$1-3MPanfang FuUBS Wealth ManagementNewport BeachCalifornia - Southern CA$500K$274M$5-15M$500K-15MSue MamerWells Fargo AdvisorsMission ViejoCalifornia - Southern CA$500K$162M$1.5-2.8M$500K-2MMichelle GruberMerrill Wealth ManagementWestlake VillageCalifornia - Southern CA$500K$940M$1-8M$750K-6MMichelle MoralesMerrill Wealth ManagementOntarioCalifornia - Southern CA$500K$426M$2-15M$1-10MErika PuzikAmeriprise Financial ServicesLos AngelesCalifornia - Southern CA$100K$162M$1-8M$100K-10MSandra FieldAsset PlanningCypressCalifornia - Southern CA$500K$413M$750K-10M$1.9-10MMaria ShtabskayaMorgan Stanley Wealth ManagementBeverly HillsCalifornia - Southern CA$1M$145M$2-10M$1-10MRita SethyMerrill Wealth ManagementEl SegundoCalifornia - Southern CA$1M$1B$3.5-13.5M$500K-2.3MCordelia LoCiti Personal Wealth ManagementTorranceCalifornia - Southern CA$200K$570M$500K-10M$1-10MKim CutlerMorgan Stanley Wealth ManagementTorranceCalifornia - Southern CA$500K$1.7B$500K-10M$500K-5MKarin LonghurstMorgan Stanley Private Wealth ManagementLos AngelesCalifornia - Southern CA$10M$2.2B$25-200M$20-350MAnna HovakimyanJ.P. Morgan Wealth ManagementSherman OaksCalifornia - Southern CA$250K$226M$5M$500K-5MShari MillerSymbio Financial Partners/LPL FinancialLa JollaCalifornia - Southern CA$500K$460M$1-5M$1-3MVivian LinMorgan Stanley Wealth ManagementPasadenaCalifornia - Southern CA$2M$615M$1-5M$3-8MDenise TurnerMerrill Wealth ManagementNewport BeachCalifornia - Southern CA$250K$190M$250K-5M$1-5MSandy GageMerrill Wealth ManagementBreaCalifornia - Southern CA$1M$309M$2-10M$1-5MCarolyn HemannAmeriprise Financial ServicesLos AngelesCalifornia - Southern CA$250K$267M$1.5-60M$250K-40MSonja PremetzWells Fargo AdvisorsIrvineCalifornia - Southern CA$500K$140M$1-20M$1-20MMarcia BloemendaalBloemendaal Capital Strategies of Raymond JamesPalm DesertCalifornia - Southern CA$750K$196M$3-7M$1-5MLauren WoodWetherby Asset ManagementLos AngelesCalifornia - Southern CA$10M$7.2B$1-100M$650K-85MSimi PhullMorgan Stanley Wealth ManagementNewport BeachCalifornia - Southern CA$1M$339M$2-250M$500K-85MJennifer MurrayMorgan Stanley Wealth ManagementSanta MariaCalifornia - Southern CA$250K$580M$1-10M$400K-5MLoni AngMerrill Wealth ManagementNewport BeachCalifornia - Southern CA$500K$243M$2-5M$1-3MJenny Gianna KimMorgan Stanley Wealth ManagementBeverly HillsCalifornia - Southern CA$10M$1.9B$20M-2B$5-100MJennifer HoUBS Wealth ManagementBreaCalifornia - Southern CA$2M$143M$10-200M$1-5MLetitia BerbaumAxxcess Wealth ManagementLaguna BeachCalifornia - Southern CA$250K$319M$3-50M$1-30MDonna WeidlMerrill Wealth ManagementSanta BarbaraCalifornia - Southern CA$500K$613M$3-15M$750K-5MCatherine ColeMorgan Stanley Wealth ManagementBeverly HillsCalifornia - Southern CA$500K$153M$3-10M$1-5MTamara Galchenko HueyAmeriprise Financial ServicesSan DiegoCalifornia - Southern CA$100K$201M$1-4M$500K-1.5MKelly WongWells Fargo AdvisorsBeverly HillsCalifornia - Southern CA$5M$1.4B$25-250M$5-25MKaren KeusayanMorgan Stanley Wealth ManagementLos AngelesCalifornia - Southern CA$1M$1.2B$3-50M$5-15MGail RoqueAmeriprise Financial ServicesPasadenaCalifornia - Southern CA$250K$162M$1-5M$100K-5MSusan InwoodWells Fargo AdvisorsLos AngelesCalifornia - Southern CA$500K$267M$5-20M$2-81.4MJannah DevineRockefeller Capital ManagementNewport BeachCalifornia - Southern CA$1M$454M$2.5-15M$1-7MDiane S. ValenzuelaMerrill Wealth ManagementIndian WellsCalifornia - Southern CA$250K$346M$800K-3.5M$400K-3MJennifer WerveMorgan Stanley Wealth ManagementLa MesaCalifornia - Southern CA$500K$408M$750K-5M$500K-3.5MSathya Chey PattersonArise Private WealthRolling Hills EstatesCalifornia - Southern CA$500K$455M$2-15M$1.5-10MKendall WearMorgan Stanley Wealth ManagementNewport BeachCalifornia - Southern CA$500K$609M$3-12M$3-5MJeannette DobbynWells Fargo AdvisorsBreaCalifornia - Southern CA$500K$562M$500K-150M$250K-35MBrenda ContrerasWells Fargo AdvisorsSan DiegoCalifornia - Southern CA$500K$145M$2-5M$1-3MNancy JohnsonWells Fargo AdvisorsIrvineCalifornia - Southern CA$1M$351M$1-10M$1-20MWendy EddyPelorus Capital ManagementIrvineCalifornia - Southern CA$0$935M$20-150M$5-50MMelody MossayiJ.P. Morgan Wealth ManagementCalabasasCalifornia - Southern CA$250K$162M$2-10M$500K-1.5MJoannie NgoJ.P. Morgan Wealth ManagementSan MarinoCalifornia - Southern CA$250K$262M$2-100M$300K-15MHeather GottlichMerrill Wealth ManagementSanta MonicaCalifornia - Southern CA$1M$1.6B$2-10M$2-5MCharissa SpachAmeriprise Financial ServicesSanta BarbaraCalifornia - Southern CA$1M$577M$1-10M$500K-5MMelissa Corrado HarrisonUBS Private Wealth ManagementDenverColorado$5M$1.4B$60-200M$30-140MDonna Di IanniMerrill Wealth ManagementAspenColorado$10M$1.9B$20-200M$10-150MAli PhillipsObermeyer Wood Investment CounselAspenColorado$1M$2.2B$5-50M$3-30MDana NightingaleObermeyer Wood Investment CounselDenverColorado$1M$2.2B$5-50M$3-30MPat KummerMariner Wealth AdvisorsHighlands RanchColorado$0$833M$1-3M$772K-2.4MKimberly MaezAmeriprise Financial ServicesEnglewoodColorado$0$719M$500K-10M$500K-5MDiane PadalinoMerrill Private Wealth ManagementDenverColorado$10M$653M$10-250M$10-180MElizabeth MillerMerrill Wealth ManagementGreenwood VillageColorado$2M$949M$5-35M$2-10MJeri LarrinagaRBC Wealth ManagementPuebloColorado$50K$352M$3.5-10M$1.5-6MAdina WisemanEdward JonesGlendaleColorado$1M$310M$2-14M$1-8MHolly BarowayStifelDenverColorado$500K$523M$2-10M$2-10MKhankeo CampbellWells Fargo AdvisorsGreenwood VillageColorado$1M$276M$3-100M$500K-25MCarol ToddMerrill Wealth ManagementGrand JunctionColorado$250$1B$100K-5M$100K-5MCynthia HansenRBC Wealth ManagementGreenwood VillageColorado$1M$186M$2-9M$1-7MJennifer MacMahanMerrill Private Wealth ManagementBoulderColorado$2.5M$4.4B$10-50M$2.5-75MKari BoxleitnerWells Fargo AdvisorsLovelandColorado$1M$297M$750K-5M$500K-5MPamela WernerEdward JonesSterlingColorado$500K$276M$500K-5M$300K-4MJenna ShortEdward JonesLakewoodColorado$0$204M$720K-2.5M$250K-2MElaine GampelUBS Wealth ManagementDenverColorado$1M$298M$1.5-8M$1-8MNatalie RobbinsEdward JonesDenverColorado$1M$179M$1-6M$800K-3MLaura CombsMercer AdvisorsBoulderColorado$500K$5.1B$5-30M$10-25MEmily WiedemanEdward JonesEatonColorado$500K$226M$1-3.5M$500K-1.5MKristina MeyersAddison Avenue Investment Services/Raymond JamesFort CollinsColorado$250K$188M$1.5-4M$1-2MLaura CusenbaryWells Fargo AdvisorsSteamboat SpringsColorado$1M$531M$3-10M$2.5-5MLynette WhislerWells Fargo AdvisorsFort CollinsColorado$1M$322M$1.5-5M$1-2.5MSarah KeysWealth Enhancement GroupDenverColorado$3M$886M$5-12M$3-10MMadison CarterMorgan Stanley Wealth ManagementDenverColorado$500K$361M$1-20M$1-10MKristy TochiharaWells Fargo AdvisorsLouisvilleColorado$1.5M$950M$600K-3M$630K-3MShellee ConrardyMorgan Stanley Wealth ManagementGreenwood VillageColorado$500K$1.3B$5-10M$2-5MLacey JordanSummit Wealth GroupColorado SpringsColorado$250K$1.7B$3-10M$750K-5MAnn SparksWells Fargo AdvisorsDenverColorado$500K$382M$1.5-3M$500-800KKelly CochranMerrill Wealth ManagementBoulderColorado$1M$295M$2-12M$1-10MDonna BoenderWells Fargo AdvisorsDenverColorado$1M$197M$3-5M$2.5-4MZoe WhitmoreAmeriprise Financial ServicesBoulderColorado$1M$220M$500K-10M$500K-10MBonnie GibbsUBS Wealth ManagementDenverColorado$0$230M$6-10M$500K-10MElizabeth BleidtEdward JonesLongmontColorado$500K$546M$1-4M$850K-1.5MAmy DiehlMorgan Stanley Private Wealth ManagementDenverColorado$5M$1.7B$10M-6B$5-700MDana AlbrightMorgan Stanley Wealth ManagementBoulderColorado$500K$239M$2-10M$500K-3MJennifer ArmstrongWells Fargo AdvisorsWestminsterColorado$400K$272M$3-8M$1-6MKathryn JonesMerrill Wealth ManagementColorado SpringsColorado$500K$459M$1-100M$250K-2MRhonda LedfordWells Fargo AdvisorsDurangoColorado$250K$138M$1.5-5M$350K-2MMary WrightMorgan Stanley Wealth ManagementBoulderColorado$25K$1.3B$250K-3M$1-5MHope HanrahanMerrill Wealth ManagementBoulderColorado$500K$466M$5-10M$3-15MMichelle HyltonAddison Avenue Investment Services/Raymond JamesColorado SpringsColorado$500K$261M$500K-4M$500K-5MAlie OlsenAmeriprise Financial ServicesDenverColorado$250K$366M$500K-1.9M$150K-5MTeresa JacobsenUBS Private Wealth ManagementStamfordConnecticut$2.5M$1.4B$15-50M$7.2-50MNancy DaoudAmeriprise Financial ServicesOxfordConnecticut$500K$839M$3-7.5M$500K-5MLiz AngeloneMerrill Wealth ManagementGreenwichConnecticut$500K$1.5B$3-8M$1-5MValerie DuganMorgan Stanley Wealth ManagementHartfordConnecticut$1M$467M$5-50M$5-20MAbby Wolman McElroyMorgan Stanley Wealth ManagementWestportConnecticut$1M$586M$1.5-15M$1-8MJoyce GoldfarbMorgan Stanley Wealth ManagementWestportConnecticut$2M$3.2B$10-250M$4-10MJenny HarringtonGilman Hill Asset ManagementNew CanaanConnecticut$2M$674M$2-20M$1-10MMarti MaracheHarbor Asset Private WealthStamfordConnecticut$900K$219M$1.7-65M$550K-11.5MStephanie MihalakosMorgan Stanley Wealth ManagementGreenwichConnecticut$1M$1.3B$3-15M$5-12MCamille GagliardiAmeriprise Financial ServicesWest HartfordConnecticut$500K$295M$300K-1.3M$100K-2MKristin BloomUBS Wealth ManagementWestportConnecticut$2M$1B$3.5-10M$2-5MDonna JudgeJanney Montgomery ScottWestbrookConnecticut$0$272M$750K-2.5M$150K-1.5MMichele McCallionUBS Private Wealth ManagementGreenwichConnecticut$5M$2.6B$10-100M$5-80MSharon AllemanUBS Wealth ManagementHartfordConnecticut$2M$225M$1-20M$1-20MSiobhan McIntyreWells Fargo AdvisorsDanburyConnecticut$0$397M$1-7M$500K-4MStephanie O'DonnellNorthCoast Asset ManagementGreenwichConnecticut$100K$2.8B$1-5M$500K-2MDenise ManningUBS Wealth ManagementGreenwichConnecticut$1M$885M$1-10M$1-10MTammi LauderRockefeller Capital ManagementStamfordConnecticut$2M$1B$1-250M$500K-200MLaura Fish-KellyAmeriprise Financial ServicesGlastonburyConnecticut$100K$211M$675K-5M$350K-6.5MSue BordashUBS Private Wealth ManagementStamfordConnecticut$2M$534M$5-25M$2-20MPatricia McGinleyMorgan Stanley Wealth ManagementGreenwichConnecticut$5M$3.8B$10M$10MTheresa DonatelliPrinciple Wealth PartnersMadisonConnecticut$1M$2.2B$500K-6.5M$500K-15MStephanie FranchiniMorgan Stanley Wealth ManagementWestportConnecticut$3M$3.2B$5-50M$5-40MKatelyn GrecoUBS Wealth ManagementHartfordConnecticut$1M$4.8B$2-40M$1.5-10MAlexandra MieleHierax Wealth PartnersMadisonConnecticut$1M$1.2B$2-10M$1-5MSherry Olson-lusardiUBS Wealth ManagementHartfordConnecticut$1M$336M$2-18M$1-10MLynn DeNucciMerrill Wealth ManagementWest HartfordConnecticut$1M$1.4B$1-10M$1-5MAllison BeckerAmeriprise Financial ServicesMiddleburyConnecticut$500K$755M$1.5-8M$750K-7MEmily BoothroydMerit Financial AdvisorsWiltonConnecticut$2M$479M$2-20M$400K-13MLisa Anne Cerbone MontaltoMerrill Wealth ManagementRidgefieldConnecticut$750K$738M$4-24M$3-5MJanice ReedAmeriprise Financial ServicesOld SaybrookConnecticut$0$263M$500K-3M$200K-2MMartha StanifordWealthspire AdvisorsWestportConnecticut$0$1B$783K-9.4M$582K-5.9MCandice PopeAmeriprise Financial ServicesMiddleburyConnecticut$500K$755M$1.5-9M$750K-7MBeth CutlerMerritt Point Wealth AdvisorsOld GreenwichConnecticut$2M$1.4B$2-10M$2-20MSarah M. KennedyMerrill Wealth ManagementDarienConnecticut$1M$377M$3-9M$1.5-7MNina DaoudAmeriprise Financial ServicesOxfordConnecticut$0$782M$2.5-5M$100K-5MWendy WheelerMorgan Stanley Wealth ManagementNew HavenConnecticut$1M$620M$10-100M$5-15MKatie Lidestri-GilmoreMerrill Wealth ManagementMysticConnecticut$1M$754M$2-18M$1-15MShubina MathurMerrill Wealth ManagementNew HavenConnecticut$500K$378M$800K-6M$1-12MCarrie O'NeilMerrill Wealth ManagementGuilfordConnecticut$250K$806M$2.3-10M$1.5-6MKimberlee OrthAmeriprise Financial ServicesWilmingtonDelaware$250K$734M$1.2-22M$1-12MChristy WatkinsWilmington TrustWilmingtonDelaware$10M$11.7B$10-300M$10-300MPeni WarrenMerrill Wealth ManagementDoverDelaware$250K$817M$1-10M$500K-5MCathy Davies-HarmonMorgan Stanley Wealth ManagementRehoboth BeachDelaware$250K$316M$1-4M$250K-6MChristine RandolphMorgan Stanley Wealth ManagementWilmingtonDelaware$500K$596M$500K-20M$500K-20MJill Angstadt-TruesdellMerrill Wealth ManagementWilmingtonDelaware$1M$1.5B$1-10M$1-7.5MGinger WardUBS Wealth ManagementGreenvilleDelaware$1M$398M$1-8M$1-10MCaroline ChahalisUBS Wealth ManagementGreenvilleDelaware$1M$398M$1-8M$1-10MKathleen HawkinsMerrill Wealth ManagementDoverDelaware$250K$426M$1-5M$750K-2MStephanie Smith ChristianoMerrill Wealth ManagementWilmingtonDelaware$375K$1B$750K-9M$650K-5MJennifer HoeyMerrill Wealth ManagementWilmingtonDelaware$250K$210M$750K-8M$500K-4MLisa PrimackMerrill Wealth ManagementWilmingtonDelaware$250K$561M$1-3M$1-2.5MRonya CoreyMerrill Wealth ManagementWashingtonDistrict of Columbia$2.5M$1B$3-20M$5-20MDiane SchaeferRBC Wealth ManagementWashingtonDistrict of Columbia$1M$539M$3-15M$1-25MHaley KaufmanMerrill Wealth ManagementWashingtonDistrict of Columbia$2.5M$1.2B$3.5-8M$2.5-7MMary SextonMorgan Stanley Wealth ManagementWashingtonDistrict of Columbia$500K$819M$3-5M$1-2.5MSusan HovanecRBC Wealth ManagementWashingtonDistrict of Columbia$500K$303M$1-7M$1-7MAyesha YasinRBC Wealth ManagementWashingtonDistrict of Columbia$2.5M$304M$7.5-25M$3-7MTalya BockMerrill Wealth ManagementWashingtonDistrict of Columbia$500K$1.2B$1-10M$500K-5MKathy FeeneyCiti Personal Wealth ManagementWashingtonDistrict of Columbia$200K$799M$750K-11M$750K-1.6MCynthia PierceMerrill Wealth ManagementWashingtonDistrict of Columbia$1M$1.8B$5-25M$2-10MPamela WiseMerrill Wealth ManagementWashingtonDistrict of Columbia$250K$561M$750K-7M$1-4MLatta ChapmanMorgan Stanley Wealth ManagementWashingtonDistrict of Columbia$850K$291M$3-5.5M$2-4.5MMary MathiasRBC Wealth ManagementWashingtonDistrict of Columbia$1M$487M$1-5M$500K-1.5MCatherine JoyceMorgan Stanley Wealth ManagementWashingtonDistrict of Columbia$3M$295M$500K-50M$250-500KHolidae HayesUBS Wealth ManagementWashingtonDistrict of Columbia$500K$2.8B$900K-8M$500K-25MAmy SturtevantRBC Wealth ManagementWashingtonDistrict of Columbia$250K$293M$1-12M$800K-10MMaria T. MontanezMorgan Stanley Wealth ManagementWashingtonDistrict of Columbia$500K$188M$700K-8M$500K-5MColleen ShepardMerrill Wealth ManagementWashingtonDistrict of Columbia$1M$273M$3-20M$1-10MSue van der LindenMorgan Stanley Wealth ManagementWashingtonDistrict of Columbia$1M$333M$1-5M$750K-5MElizabeth M. ShepardMerrill Wealth ManagementWashingtonDistrict of Columbia$1M$278M$2-10M$1-50MKaren Ben-ShlaushUBS Wealth ManagementWashingtonDistrict of Columbia$2M$1B$2-15M$1-10MAimee CoganMorgan Stanley Wealth ManagementSarasotaFlorida - North$1M$1.7B$10-50M$10-25MMary Angela LauritanoUBS Private Wealth ManagementSt. PetersburgFlorida - North$500K$1.4B$300K-8M$550K-11MJennifer RupertMerrill Wealth ManagementTallahasseeFlorida - North$500K$375M$1.5-6M$1-5MHeather ChurchillMorgan Stanley Wealth ManagementOrlandoFlorida - North$1.5M$4.4B$4-30M$2-10MMargie MooreMerrill Wealth ManagementPensacolaFlorida - North$500K$826M$750K-10M$500K-8MRobin MalatinoMorgan Stanley Wealth ManagementChampions GateFlorida - North$1M$553M$2.5-10.5M$2-10MRebecca BastBast Financial Group | Northwestern Mutual Wealth ManagementLutzFlorida - North$500K$357M$2.5-10M$1.5-9MNelrae AliWells Fargo Advisors Financial NetworkJacksonvilleFlorida - North$500K$240M$1-50M$500K-45MJennifer WilliamsTruist Investment ServicesTampaFlorida - North$2M$787M$4-50M$3-25MJudith SchwartzbaumMorgan Stanley Wealth ManagementSarasotaFlorida - North$0$677M$2-10M$1-5MAlberta McEuenMerrill Wealth ManagementClearwaterFlorida - North$250K$539M$1.7-5M$1-5MLiz LaBooneMerrill Wealth ManagementSarasotaFlorida - North$1M$865M$2-10M$1.5-3.5MShelley Greenwood-LafoeWells Fargo AdvisorsLakewood RanchFlorida - North$500K$283M$500K-3M$250K-1MCheryl ChristensenWells Fargo AdvisorsSarasotaFlorida - North$2M$279M$2.2-19.5M$1.8-14.5MSusan WilsonMorgan Stanley Wealth ManagementSarasotaFlorida - North$1M$1.7B$2.5-24M$2-6MMelissa Flammio ClarkWells Fargo AdvisorsMelbourneFlorida - North$250K$445M$500K-15M$250K-10MElizabeth MackieEdge Capital GroupTampaFlorida - North$5M$5.7B$10M-1B$5-200MKasie MaxeyMerrill Wealth ManagementLakewood RanchFlorida - North$500K$520M$2-7M$1-6MPatty OttersonRaymond James & AssociatesJacksonvilleFlorida - North$250K$331M$2.5-10M$1-3MRachael NaylorMorgan Stanley Private Wealth ManagementJacksonvilleFlorida - North$5M$12.3B$50-100M$10-50MPatty Ann HamblenMerrill Wealth ManagementSt. PetersburgFlorida - North$500K$940M$3-10M$1-7.5MJanet HroncichMorgan Stanley Wealth ManagementSarasotaFlorida - North$1M$266M$1.5-2.5M$1.2-8MAshley H. LaubachUBS Private Wealth ManagementWinter ParkFlorida - North$750K$212M$350K-3.6M$450K-3MSuzanne Magee FlemingMerrill Wealth ManagementOrlandoFlorida - North$500K$689M$1-3M$2-5MLinda CliborneMerrill Wealth ManagementClearwaterFlorida - North$750K$571M$3-20M$750K-7MAimee BoggsRaymond James & AssociatesPonte Vedra BeachFlorida - North$1M$337M$2.2-8M$1-10MSandra SmithMorgan Stanley Wealth ManagementSt. PetersburgFlorida - North$250K$280M$500K-40M$300K-3MSusannah TownsendMorgan Stanley Wealth ManagementTampaFlorida - North$1M$856M$3-15M$1-2MKathy CrowleyAmeriprise Financial ServicesPanama CityFlorida - North$500K$259M$1.5-5M$500K-5MTara CunninghamAmeriprise Financial ServicesTampaFlorida - North$100K$342M$1.5-6M$750K-5MMeredith WoodsBairdSarasotaFlorida - North$0$756M$1-20M$500K-8MNina KirchhoeferMerrill Wealth ManagementWinter ParkFlorida - North$500K$844M$3-15M$750K-4.3MGina TimkoMorgan Stanley Wealth ManagementSt. PetersburgFlorida - North$2M$134M$2.5-4M$2-5MChristie RobertsMerrill Wealth ManagementTampaFlorida - North$1M$872M$5-20M$2.5-15MCandice HiersMerrill Wealth ManagementPonte Vedra BeachFlorida - North$250K$185M$500K-2M$400K-1MLara FinebloomMerrill Wealth ManagementTallahasseeFlorida - North$500K$1.7B$500K-2.5M$600K-1.5MRachel NohlgrenBloemendaal Capital Strategies of Raymond JamesSt. PetersburgFlorida - North$100K$262M$500K-15M$400K-2.5MMaureen AyralWells Fargo AdvisorsTampaFlorida - North$500K$161M$1.5-5M$1-2MVelen ThompsonMerrill Wealth ManagementTampaFlorida - North$1M$465M$5-50M$1-23MKaren DiamondWells Fargo AdvisorsSarasotaFlorida - North$250K$135M$2-5M$1-2MKari LaRoccoAmeriprise Financial ServicesTampaFlorida - North$500K$158M$1-8M$500K-5MDiane PaulyMorgan Stanley Wealth ManagementJacksonvilleFlorida - North$250K$971M$1.5-2M$500K-10MKris CarterWells Fargo Advisors Financial NetworkBradentonFlorida - North$500K$312M$1-10M$500K-5MNeda HooksMorgan Stanley Wealth ManagementTampaFlorida - North$1M$921M$1-3.5M$500K-2.5MSusan LemastersMorgan Stanley Wealth ManagementPonte Vedra BeachFlorida - North$1M$2.3B$2-15M$1-5MJeannie HollidayIndependent Financial Services/Raymond JamesLand O' LakesFlorida - North$500K$322M$1.5-8M$750K-5MRees MasonMerrill Wealth ManagementPonte Vedra BeachFlorida - North$500K$2.2B$2-15M$1-10MSamantha Parker HopkinsUBS Private Wealth ManagementTampaFlorida - North$1M$1.4B$4-12.5M$2.4-4.5MTracy BeltonRaymond James & AssociatesTavaresFlorida - North$5K$376M$250K-20M$2.5-5MJanet ZalogaMerrill Wealth ManagementClearwaterFlorida - North$500K$440M$1-12M$500K-1MLaraine SchultzWells Fargo AdvisorsMelbourneFlorida - North$250K$222M$750K-3M$300-750KJodi PerezIndependent Financial Services/Raymond JamesLand O' LakesFlorida - North$500K$322M$1.5-10M$500K-10MLeigh Ann LyonEdward JonesSanfordFlorida - North$0$320M$500K-3M$150K-1.6MMary ZavagliaBairdTampaFlorida - North$5M$632M$5-20M$2-10MReagan PottsEdward JonesGainesvilleFlorida - North$0$229M$600K-10M$450K-7MSuzanne FeinbergWells Fargo AdvisorsSarasotaFlorida - North$500K$142M$1-5M$500K-7MBarbara JaffeMorgan Stanley Wealth ManagementJacksonvilleFlorida - North$1M$985M$3-10M$1.5-12MJohanna GustafssonMerrill Wealth ManagementSarasotaFlorida - North$1M$170M$1-12M$750K-6MKelly PabstMerrill Wealth ManagementOcalaFlorida - North$250K$570M$500K-4M$250K-2MVanessa GarlMorgan Stanley Wealth ManagementTampaFlorida - North$100K$314M$1-3M$250-500KKaren SterkMorgan Stanley Wealth ManagementSt. PetersburgFlorida - North$0$160M$250K-3M$150K-8MDeborah MontapertoMorgan Stanley Private Wealth ManagementPalm BeachFlorida - South$50M$22.7B$100M-5B$100M-2BMargaret StarnerThe Starner Group of Raymond JamesCoral GablesFlorida - South$1M$1.4B$3-10M$3-10MMichelle MayerMerrill Private Wealth ManagementNaplesFlorida - South$5M$2B$40-150M$30-100MLouise ArmourJ.P. Morgan Wealth ManagementPalm Beach GardensFlorida - South$5M$1.7B$20-70M$5-250MDiana MenakerJ.P. Morgan Wealth ManagementMiamiFlorida - South$5M$911M$2.5-30M$2-25MMaureen RaihleJ.P. Morgan Wealth ManagementPalm BeachFlorida - South$5M$1.7B$20-40M$10-30MSamantha VassalloTruist BankBoca RatonFlorida - South$5M$2.2B$12-75M$10-50MMaria LiptonMorgan Stanley Private Wealth ManagementMiamiFlorida - South$10M$4.4B$8-20M$15-25MLinda StephansGraystone Consulting from Morgan StanleyPalm BeachFlorida - South$10M$8.3B$10-100M$10-150MMegan KowalskiThe Lerner Group at Hightower AdvisorsBoca RatonFlorida - South$2M$1.8B$5-20M$2-20MIlona BoxRaymond James & AssociatesNaplesFlorida - South$2M$495M$4-10M$3-6.5MLaura StecklerSteckler Wealth Management Group of Raymond JamesCoral GablesFlorida - South$1M$419M$2-17M$1-10MKristen Scarpa BissettUBS Private Wealth ManagementWest Palm BeachFlorida - South$5M$1.2B$10-250M$25-150MPam Segal RhodesUBS Private Wealth ManagementMiamiFlorida - South$5M$2.3B$10-500M$10-100MMargaux FioriFiori Financial GroupFort LauderdaleFlorida - South$2.5M$396M$1-45M$1-35MBea CuetoMorgan Stanley Wealth ManagementMiamiFlorida - South$2M$691M$10-300M$30-400MRachel BarzilayMerrill Wealth ManagementBoca RatonFlorida - South$3M$1.3B$6-20M$2-15MDiane Bain RidleyMerrill Wealth ManagementPalm Beach GardensFlorida - South$1.5M$1.5B$2-15M$1.3-7MCarlota MachadoUBS Wealth ManagementCoral GablesFlorida - South$5M$478M$25-500M$10-100MNancy WeingardRaymond James & AssociatesBoca RatonFlorida - South$2M$350M$5-50M$3-30MDina LeeThe Colony GroupNaplesFlorida - South$2M$718M$5-80M$5-60MChristina ClevelandMerrill Wealth ManagementBoca RatonFlorida - South$1M$600M$1-50M$1-50MBaerbel O'HaireMerrill Wealth ManagementVero BeachFlorida - South$1M$494M$4-15M$2-7.5MOlivia Fernandez PereyraUBS Wealth ManagementCoral GablesFlorida - South$3M$767M$15M-2B$10-20MJudi AberMerrill Wealth ManagementPunta GordaFlorida - South$500K$560M$1-3M$1.5-5MBonnie MittenMorgan Stanley Wealth ManagementFort LauderdaleFlorida - South$1M$1.3B$1-25M$1-20MR. Jo KaufmanMorgan Stanley Wealth ManagementBoca RatonFlorida - South$1M$742M$1-10M$1-5MCindy Katz MortonMorgan Stanley Wealth ManagementBoca RatonFlorida - South$1M$741M$1-10M$1-5MFabiola SardinhaMerrill Wealth ManagementJupiterFlorida - South$500K$605M$2.5-15M$1-10MNadine WilkesRaymond James Financial ServicesFort MyersFlorida - South$500K$751M$3-4M$1.2-5MMeryll B. BangsilUBS Private Wealth ManagementBoca RatonFlorida - South$5M$1B$3-15M$3-8MKirsten TuzzoMerrill Wealth ManagementDelray BeachFlorida - South$1M$1.4B$3.5-5M$2.5-4MTana ReichStifelNaplesFlorida - South$0$443M$1-6M$750K-5MLisa van WalleghemMAXIMAI Investment PartnersCoral GablesFlorida - South$1M$471M$5-8M$3.5-5.5MMerle ZislinMorgan Stanley Wealth ManagementBoca RatonFlorida - South$500K$418M$2-15M$875K-10MClaudine ChoquetteUBS Wealth ManagementCoral GablesFlorida - South$5M$260M$5-100M$5-100MFaith XenosMariner Wealth AdvisorsCoral GablesFlorida - South$0$1.4B$4-11M$880K-4.9MKim KantorCiccarelli Advisory ServicesNaplesFlorida - South$1M$1.5B$4-10M$7-20MLisa M. SeigelMerrill Wealth ManagementMiamiFlorida - South$2.5M$418M$4-10M$1-5MMaureen McPeekLynch McPeek Wealth ManagementBonita SpringsFlorida - South$1M$564M$2-12M$2-10MJean SchneidermanMorgan Stanley Wealth ManagementBoca RatonFlorida - South$1M$528M$3-10M$1-5MBrenda O'ConnorUBS Wealth ManagementCoral GablesFlorida - South$2M$915M$5-750M$2.5-5MJulie Clairmont-ShideMorgan Stanley Wealth ManagementBoca RatonFlorida - South$1M$3.2B$3-10M$2-5MMarilynn KatatskyMorgan Stanley Wealth ManagementNaplesFlorida - South$1M$222M$1-7M$1-10MPatricia BitnarRaymond James Financial ServicesCooper CityFlorida - South$500K$228M$1-17M$500K-2MJeanine DelgadilloMorgan Stanley Wealth ManagementBoca RatonFlorida - South$1M$3.7B$1-10M$1-5MLorena Heredia-CaseresCiti Personal Wealth ManagementMiamiFlorida - South$1M$226M$1.5-10M$1-5MMegan MacGowanUBS Private Wealth ManagementFort LauderdaleFlorida - South$1M$222M$1.5-15M$800K-7.5MKasia MarczykAnchor Wealth Management GroupWest Palm BeachFlorida - South$500K$168M$2-20M$1.5-5MMaria ArazozaMerrill Wealth ManagementCoral GablesFlorida - South$1M$882M$5-100M$1-5MDarran BlakeUBS Private Wealth ManagementFort LauderdaleFlorida - South$2.5M$176M$5-20M$1.5-5MMarilyn RangelMorgan Stanley Wealth ManagementBoca RatonFlorida - South$2M$345M$3-10M$2.5-5MKate ReilleyUBS Private Wealth ManagementMiamiFlorida - South$1M$575M$3-10M$1-10MSheri BillingsMerrill Wealth ManagementWestonFlorida - South$1M$612M$3-4M$3-15MAmanda Miranda-TorresCiti Personal Wealth ManagementMiamiFlorida - South$500K$145M$1.5-15M$500K-4MKirstin TurnerRBC Wealth ManagementPalm Beach GardensFlorida - South$1M$509M$1-20M$750K-12MJoyce Burich AndrewsMorgan Stanley Wealth ManagementBoca RatonFlorida - South$1M$3.1B$5-25M$7-20MPatty SelinMorgan Stanley Wealth ManagementBoca RatonFlorida - South$1M$211M$3-10M$1-10MAlicia SanchezMerrill Wealth ManagementNaplesFlorida - South$500K$293M$1-10M$800K-10MNickey M. RandMerrill Wealth ManagementJupiterFlorida - South$500K$378M$2-10M$2-5MBarbara ZechMorgan Stanley Wealth ManagementPalm Beach GardensFlorida - South$2.5M$195M$2.5-12M$3.5-7.5MNatalia ParisJ.P. Morgan Wealth ManagementPinecrestFlorida - South$100K$258M$250K-50M$250K-25MJessica OsteenMorgan Stanley Wealth ManagementCoral GablesFlorida - South$1.5M$715M$3-25M$1.5-15MRoxana CorlaMerrill Wealth ManagementMiamiFlorida - South$1M$503M$10-70M$2-10MDee DozierMerrill Wealth ManagementMiamiFlorida - South$250K$58.6B$10-500M$5-200MElyssa KupferbergStifelPalm BeachFlorida - South$2M$214M$5-25M$2-15MRhonda WeinmanRaymond James & AssociatesCoral GablesFlorida - South$1M$135M$1-5M$500K-5MIris DestephenRaymond James Financial ServicesMiamiFlorida - South$1M$150M$7-20M$1-8MJennifer SierraMorgan Stanley Wealth ManagementMiamiFlorida - South$1M$429M$5-25M$3-58MTama ZaydonOppenheimerCoral GablesFlorida - South$1M$240M$1-30M$1-30MStephanie WaldropMorgan Stanley Wealth ManagementWest Palm BeachFlorida - South$1M$170M$1-60M$500K-30MLori WellinsWells Fargo AdvisorsFort LauderdaleFlorida - South$1.5M$521M$2-10M$1.5-10MCarmen RichardsMerrill Wealth ManagementMiamiFlorida - South$500K$250M$1-10M$300K-10MNeva HagopianRockefeller Capital ManagementPalm Beach GardensFlorida - South$5M$1.3B$10-100M$5-100MDenise Chin QueeMerrill Wealth ManagementMiamiFlorida - South$300K$411M$300K-9.5M$850K-4.5MAndrea PfefferMorgan Stanley Wealth ManagementAventuraFlorida - South$5M$1.7B$20-100M$5-180MBarbara SteinhausMorgan Stanley Wealth ManagementAventuraFlorida - South$1M$201M$5-10M$2-5MMijanou SpurdleMorgan Stanley Wealth ManagementMiami BeachFlorida - South$2.5M$1B$3-8M$600K-5MKaron RathgeberWells Fargo AdvisorsFort MyersFlorida - South$1M$164M$1.5-3M$2-15MVictoria AzpuruaRaymond James & AssociatesCoral GablesFlorida - South$1M$182M$2-60M$500K-10MJenna SulemanWells Fargo AdvisorsVero BeachFlorida - South$5M$909M$10-75M$5-10MJulie SaumsiegleMorgan Stanley Wealth ManagementFort LauderdaleFlorida - South$1M$194M$2-10M$1.3-10MStephanie MidlerWells Fargo AdvisorsBoca RatonFlorida - South$750K$223M$2.5-7.5M$1-4.5MMarion TettkeMorgan Stanley Wealth ManagementMiamiFlorida - South$2M$455M$5-200M$2-50MGail TavaresMorgan Stanley Wealth ManagementAventuraFlorida - South$1M$842M$750K-35M$1-35MKarleen HalliwellUBS Private Wealth ManagementAventuraFlorida - South$2M$1.7B$2-25M$2-15MHiromi HanamuraUBS Private Wealth ManagementCoral GablesFlorida - South$2M$595M$5-60M$1.1-30MMichele KiefWells Fargo AdvisorsNaplesFlorida - South$1M$220M$1-10M$1-5MDarcie GuerinRaymond James & AssociatesMarco IslandFlorida - South$500K$385M$1.5-25M$1-4MBarbara VargasAmeriprise Financial ServicesBoca RatonFlorida - South$0$188M$500K-2M$100K-1.5MAlanna MoreyAmeriprise Financial ServicesNaplesFlorida - South$150K$1.3B$500K-5M$700K-2MMarilyn NeckesAmeriprise Financial ServicesPalm Beach GardensFlorida - South$500K$191M$2-8M$1-5MJill SpatolaMerrill Wealth ManagementPunta GordaFlorida - South$450K$160M$1.5-10M$1-5MMargaret WrightTruist BankAtlantaGeorgia$5M$1.9B$10-100M$10-100MKelly WestmorelandMerrill Private Wealth ManagementAtlantaGeorgia$2.5M$4.7B$25-200M$10-100MDonna JoynerMerrill Wealth ManagementAlpharettaGeorgia$2.5M$1.1B$10-50M$8-75MKay Lynn MayhueMerit Financial AdvisorsAlpharettaGeorgia$250K$8.8B$2-4M$250K-3MHollis MontgomeryMorgan Stanley Wealth ManagementAtlantaGeorgia$1M$7.1B$3-50M$1-10MLaura WellonUBS Wealth ManagementAtlantaGeorgia$2M$3.4B$8-50M$5-20MRobin AikenHomrich BergAtlantaGeorgia$2M$13.8B$3-20M$2-15MEmily FletcherMerrill Wealth ManagementAtlantaGeorgia$1M$105.4B$1-7M$500K-2MKristi ThelenUBS Wealth ManagementAtlantaGeorgia$2M$851M$10-60M$5-40MAngela CalvinUBS Wealth ManagementAtlantaGeorgia$1M$341M$2.5-20M$1-10MJennifer HealEdward JonesRoswellGeorgia$1M$249M$1-5M$750K-3MSylvia GortMorgan Stanley Private Wealth ManagementAtlantaGeorgia$5M$1.4B$7-75M$5-50MBrittany HartnettMerrill Wealth ManagementAtlantaGeorgia$3M$105.4B$2.5-7M$1.5-5MMary Ellen GarrettMerrill Wealth ManagementAtlantaGeorgia$250K$991M$250K-15M$250K-10MElizabeth WhiteMerrill Wealth ManagementAtlantaGeorgia$5M$105.4B$5-10M$3.5-7MKim CheneveyWilliam BlairAtlantaGeorgia$2M$5.3B$5-20M$3-10MJennifer ScottMerrill Wealth ManagementAlpharettaGeorgia$500K$751M$2.5-10M$2-4MAmanda LeviUBS Wealth ManagementAtlantaGeorgia$500K$1.3B$2-15M$500K-5MLynne KytleMorgan Stanley Wealth ManagementDuluthGeorgia$500K$908M$2-7M$500K-5MRobbin DurenAmeriprise Financial ServicesRoswellGeorgia$250K$270M$750K-3.5M$250K-5MHeather SeiglerMorgan Stanley Wealth ManagementAugustaGeorgia$2M$1.1B$1-150M$1-7MBeth DaleRBC Wealth ManagementAtlantaGeorgia$500K$549M$1-10M$800K-6MFraley CarltonPentas Wealth Management/Raymond JamesMoultrieGeorgia$250K$418M$3-10M$2.5-8MKathy KeadleIndependent Financial GroupAugustaGeorgia$0$249M$300K-5M$250-750KAshley HornsbyEdward JonesAtlantaGeorgia$500K$236M$4-7M$800K-1.4MTracy AuflegerAmeriprise Financial ServicesSuwaneeGeorgia$500K$252M$1-10M$200K-3.5MSusan RamirezAmeriprise Financial ServicesSandy SpringsGeorgia$500K$1.4B$1-5M$500K-2MLisa SchifferMorgan Stanley Wealth ManagementAtlantaGeorgia$1M$915M$2.5-25M$750K-15MMelissa BudnikMerrill Wealth ManagementAtlantaGeorgia$2M$105.4B$2-6M$2-6MMelanie WaltonMorgan Stanley Wealth ManagementAlpharettaGeorgia$5M$306M$1-7M$500K-10MKaren LeeKaren Lee and Associates | LPL FinancialAtlantaGeorgia$0$169M$500K-15M$1.5MDiane TaylorWells Fargo AdvisorsAtlantaGeorgia$1M$204M$2.5-15M$1.5-12MDan ZhangMorgan Stanley Wealth ManagementAlpharettaGeorgia$500K$201M$5-500M$1-6MHeather HennMerrill Wealth ManagementAtlantaGeorgia$500K$991M$2-20M$1.5-10MKathy HealyLPL FinancialAtlantaGeorgia$1M$149M$1-60M$500K-10MKatrina EverettWells Fargo AdvisorsMariettaGeorgia$300K$150M$500K-3.5M$500K-11MGina HallMerrill Wealth ManagementColumbusGeorgia$500K$1.4B$5-10M$1-10MBeth BaldwinEdward JonesGainesvilleGeorgia$0$223M$1-6.5M$800K-3MElizabeth LayneMorgan Stanley Wealth ManagementAtlantaGeorgia$1M$2.2B$3-10M$1-10MHolley K. DeanStifelSavannahGeorgia$0$526M$250K-25M$500K-5MHolley KenyonWells Fargo AdvisorsAlpharettaGeorgia$250K$166M$1-5M$250K-5MKelli RoganMorgan Stanley Wealth ManagementDuluthGeorgia$0$576M$3-5M$2-5MMargie ArcherBuckhead Financial AdvisorsAtlantaGeorgia$1M$592M$2-20M$1-15MRaluca BighiuMorgan Stanley Wealth ManagementAtlantaGeorgia$2M$535M$1-75M$2-25MJodi ChangWells Fargo AdvisorsHonoluluHawaii$250K$210M$1-5M$1-2MChristina HomGraystone Consulting from Morgan StanleyHonoluluHawaii$1M$10.6B$1M-2B$1M-2BGail HamadaAmeriprise Financial ServicesHonoluluHawaii$10K$641M$60K-7M$60K-5.5MLena GanMerrill Wealth ManagementHonoluluHawaii$500K$748M$2-5M$2-35MJennifer RappeneckerEdward JonesKiheiHawaii$2M$315M$1.5-15M$1-10MNoel BrownMorgan Stanley Wealth ManagementHonoluluHawaii$1M$633M$2-50M$2-5MEmi Mori GeorgeMorgan Stanley Wealth ManagementKahuluiHawaii$500K$367M$2-8M$1-2MSheri Chang YamaguchiJ.P. Morgan Wealth ManagementHonoluluHawaii$1M$2.2B$2-8M$800K-1MKeri NishimuraWells Fargo AdvisorsHonoluluHawaii$500K$309M$500K-3M$250K-5MLori HamanoUBS Wealth ManagementHonoluluHawaii$1M$250M$1-30M$500K-5MDale SuezakiMorgan Stanley Wealth ManagementKailua KonaHawaii$250K$146M$600K-1.2M$100K-2MLila MarantzStifelHonoluluHawaii$7.5K$244M$300K-7M$100K-10MSandra DaltonUBS Wealth ManagementBoiseIdaho$1M$1.1B$12-22M$5-18MChristina BridgewaterHepworth & Associates | Northwestern Mutual Wealth ManagementBoiseIdaho$500K$432M$1.5-7M$750K-3.5MErica SarrazollaEdward JonesBoiseIdaho$0$325M$250K-5M$240K-2MCheri NelsonMerrill Wealth ManagementBoiseIdaho$400K$166M$400K-3M$500K-3MJan TymesenWells Fargo AdvisorsCoeur d'AleneIdaho$600K$160M$1.5-3.5M$100K-2MSharon OberlanderMerrill Wealth ManagementChicagoIllinois$2.5M$1.9B$5-15M$2.5-5MKathleen RoeserMorgan Stanley Wealth ManagementDeerfieldIllinois$5M$1.9B$10-20M$10-18MMary DiChristofanoMorgan Stanley Private Wealth ManagementChicagoIllinois$10M$3.9B$5-100M$7-100MJulie ShechtmanMorgan Stanley Wealth ManagementGlenviewIllinois$1M$730M$2.5-100M$250K-5MStacey BarrinsMorgan Stanley Wealth ManagementChicagoIllinois$2M$1B$3-18M$2-15MHeather LocusCorientItascaIllinois$1M$5.6B$5-35M$3-25MWen NottebohmCresset Asset ManagementChicagoIllinois$0$5B$5M-1B$5-450MSarah MercurioWilliam BlairChicagoIllinois$5M$4.5B$20-30M$15-25MLouise LaneWilliam BlairChicagoIllinois$1M$1.6B$5-10M$4-6MLindsey HoltonWilliam BlairChicagoIllinois$2M$5.4B$20-30M$12.5-17.5MChristina CollinsNorthwestern Mutual Wealth ManagementChicagoIllinois$500K$1B$1-50M$750K-37MKristina Van LiewGraystone Consulting from Morgan StanleyChicagoIllinois$10M$8.3B$10-100M$10-150MCherie BondMorgan Stanley Wealth ManagementGlenviewIllinois$1M$724M$2-8M$1-20MW. Janet DoughertyCresset Asset ManagementChicagoIllinois$10M$1.5B$25M-1B$5-25MCarlette McMullanWilliam BlairChicagoIllinois$500K$1.7B$4-10M$1-5MJulie BucaroCorientItascaIllinois$1M$5.6B$5-35M$3-25MBarbara FinderMorgan Stanley Wealth ManagementChicagoIllinois$1M$538M$5-20M$3-15MCarolyn WeaverMorgan Stanley Wealth ManagementPeoriaIllinois$500K$1.7B$1M$1-2MRobin ButlerMerrill Wealth ManagementChicagoIllinois$1M$1.4B$2-10M$1-10MKimberly DuBordCresset Asset ManagementChicagoIllinois$10M$501M$25-100M$10-25MMichelle PlaceMerrill Wealth ManagementNorthbrookIllinois$2.5M$453M$2.5-20M$1-7.5MLana EngenAmeriprise Financial ServicesRockfordIllinois$100K$446M$800K-3M$300K-1.5ML. Rita FiumaraUBS Wealth ManagementChicagoIllinois$10M$1.6B$5-50M$1-10MJackie MossWilliam BlairChicagoIllinois$5M$1B$5-150M$5-80MKim MitchellMerrill Wealth ManagementPeoriaIllinois$250K$814M$250K-5M$1-50MElizabeth MillerMerrill Wealth ManagementPeoriaIllinois$250K$814M$250K-5M$1-50MLauren MatlesWells Fargo AdvisorsChicagoIllinois$2.5M$679M$8-35M$2.5-30MSusan WeitzmanMorgan Stanley Wealth ManagementDeerfieldIllinois$500K$575M$1.1-10M$2.5-6.5MJulia KarasikMorgan Stanley Wealth ManagementChicagoIllinois$2M$278M$1-70M$700K-50MValbona CeciMariner Wealth AdvisorsOakbrook TerraceIllinois$0$325M$1.6-80M$1.9-6.5MKatrina LealiMerrill Wealth ManagementPeoriaIllinois$400K$778M$800K-15M$500K-10MTeri ConklinUBS Wealth ManagementNorthbrookIllinois$1M$1.5B$2-10M$3-5MJennifer DallasMorgan Stanley Wealth ManagementBarringtonIllinois$1M$298M$250K-5M$500K-2MMegan NogaMerrill Wealth ManagementOak BrookIllinois$1M$591M$3-18M$1.5-5MLaura LingerWilliam BlairChicagoIllinois$2M$805M$10-20M$5-20MRachel KowalczykMariner Wealth AdvisorsOakbrook TerraceIllinois$0$608M$3-14M$3.4-13.8MJudy VanArsdaleSageview Advisory GroupDeer ParkIllinois$0$411M$100K-2M$10-650KBetsy NelsonUBS Private Wealth ManagementChicagoIllinois$2M$4.1B$12-35M$15-45MBarbara BlacklockWells Fargo AdvisorsCarbondaleIllinois$750K$366M$2-15M$1.5-8MLaurie BarryUBS Wealth ManagementChicagoIllinois$1M$4.9B$2-3M$500K-1.5MCarol BunchMerrill Wealth ManagementChicagoIllinois$500K$2.3B$250K-10M$250K-10MDenise SchirmannMorgan Stanley Wealth ManagementBarringtonIllinois$1M$880M$3-5M$1.5-5MMolly VandeveldMerrill Wealth ManagementChicagoIllinois$250K$1.4B$2.5-10M$2.2-5MPaige KerrAmeriprise Financial ServicesChicagoIllinois$0$686M$500K-10M$500K-3MIsmat Jaffer-KhimaniMerrill Wealth ManagementCrystal LakeIllinois$600K$219M$3-5M$1-25MKaren HeislerUBS Wealth ManagementNorthbrookIllinois$1.5M$1B$3-15M$1.5-7.5MAnita TestaJ.P. Morgan Wealth ManagementHighland ParkIllinois$1M$378M$1.5-10M$250K-1MLaurie Long-EngelMorgan Stanley Wealth ManagementOrland ParkIllinois$100K$277M$500K-1M$750K-5MLori LashawayMerrill Wealth ManagementChicagoIllinois$250K$337M$500K-20M$500K-5MSusan SchwarmAmeriprise Financial ServicesLibertyvilleIllinois$100K$305M$500K-5M$100K-2.5MBeth KraszewskiKeating & Associates/Raymond JamesChicagoIllinois$1M$648M$1-20M$1-20MStephene NorwoodMorgan Stanley Wealth ManagementOak BrookIllinois$500K$785M$2-10M$500K-1MPatricia MarshMorgan Stanley Wealth ManagementChicagoIllinois$1M$828M$2-10M$2-5MKate EvansJ.P. Morgan Wealth ManagementWheatonIllinois$250K$258M$500K-10M$300K-2.2MElaine LewisMorgan Stanley Wealth ManagementChicagoIllinois$1M$403M$500K-15M$1-15MMarybeth CreminMorgan Stanley Wealth ManagementDeerfieldIllinois$500K$236M$1-5M$200K-25MHelen BalchMerrill Wealth ManagementChicagoIllinois$250K$1.4B$2.5-10M$2.2-5MJennifer MagnesenMorgan Stanley Wealth ManagementOak BrookIllinois$500K$5.7B$1-10M$500K-1MFelicia Di SilvestroMorgan Stanley Wealth ManagementChicagoIllinois$1M$549M$5-10M$3-7MJennifer SylviaAmeriprise Financial ServicesSpringfieldIllinois$0$322M$250K-1.5M$150-750KAmy TrotterWells Fargo AdvisorsSouth BarringtonIllinois$250K$307M$1-2M$500K-1MAbby StancikWells Fargo AdvisorsDeerfieldIllinois$1M$166M$1.2-6M$700K-3MJennifer ArquillaWells Fargo AdvisorsOak BrookIllinois$1M$918M$1-25M$1-15MLoui MarverWilliam BlairChicagoIllinois$1M$1.2B$2-25M$1-15MJanette ActonMerrill Wealth ManagementOak BrookIllinois$750K$286M$1-10M$1-10MAndrea NicolopoulosWells Fargo AdvisorsOak BrookIllinois$250K$222M$2-10M$500K-1.4MLisa RadomskiMorgan Stanley Wealth ManagementChicagoIllinois$2M$136M$2.5-15M$2-10MStephanie CrockerJ.P. Morgan Wealth ManagementEvanstonIllinois$250K$166M$750K-9M$300K-1.6MCarrie FrenchJ.P. Morgan Wealth ManagementHinsdaleIllinois$250K$232M$2.1-2.7M$601K-1MGeralyn SullivanWilliam BlairChicagoIllinois$250K$245M$2.5-10.5M$300K-4MAsha Tangri GoldsteinVivaldi Capital ManagementChicagoIllinois$0$3.9B$5-50M$3-50MJen DawsonHemington Wealth ManagementChicagoIllinois$3M$852M$6-50M$4-15MTonya RasmussenRaymond James & AssociatesChicagoIllinois$0$752M$2-10M$2-10MKristi BraunMerrill Wealth ManagementSchaumburgIllinois$600K$516M$900K-6M$1-4.5MMay KhamoJ.P. Morgan Wealth ManagementGlenviewIllinois$100K$200M$250K-1M$100K-3.8MKaren FeinblattJ.P. Morgan Wealth ManagementWheatonIllinois$250K$205M$750K-5M$300K-1.8MLinda TakachJ.P. Morgan Wealth ManagementSkokieIllinois$250K$223M$600K-3M$300K-1.7MAlesia PattersonWells Fargo AdvisorsCarbondaleIllinois$100K$558M$1-5M$1-2MTeresa SoppetRBC Wealth ManagementPalso HeightsIllinois$100K$123M$750K-10M$500K-3MDeborah FeldmanLeonetti & AssociatesBuffalo GroveIllinois$500K$627M$4-25M$3-25MAshley Archibee-HadleyEdward JonesCarlinvilleIllinois$0$298M$650K-8M$500K-4MMichelle HughesMorgan Stanley Wealth ManagementChicagoIllinois$1M$806M$2-10M$2-5MJennifer WilkenEdward JonesDowners GroveIllinois$0$183M$250K-6.3M$500K-6MKarla GiffordRaymond James & AssociatesDanvilleIllinois$100K$144M$500K-3M$200K-1MJenny DonohoeEdward JonesGrayslakeIllinois$0$246M$500K-20M$490K-2MMary L. TomanekGraystone Consulting from Morgan StanleyDeerfieldIllinois$10M$4.6B$10-100M$10-100MDanielle MarshallEdward JonesWheatonIllinois$0$147M$400K-7M$200K-5MElizabeth SheehanUBS Wealth ManagementChicagoIllinois$2M$1B$3-15M$2-10MSabina SewilloMorgan Stanley Wealth ManagementChicagoIllinois$1M$1.1B$1-25M$1-25MCaitlin SiegMerrill Private Wealth ManagementChicagoIllinois$250K$483M$500K-30M$500K-85MChristine ShortEdward JonesLincolnIllinois$500K$283M$1-3M$750K-2MJoan GilchristOppenheimerChicagoIllinois$500K$400M$2-30M$1.5-5MBrie EdmundsMorgan Stanley Wealth ManagementBarringtonIllinois$900K$281M$2.5-10M$900K-3MKathryn McGoughHT|TC Wealth PartnersDowners GroveIllinois$250K$900M$500K-10M$250K-8MLimei YuUBS Wealth ManagementChicagoIllinois$250K$857M$1-50M$1-30MEmily MulkaMorgan Stanley Private Wealth ManagementChicagoIllinois$20M$3.3B$30-150M$20-100MSvitlana SheppardMerrill Wealth ManagementDeer ParkIllinois$750K$751M$1-125M$1.5-80MKelli WoodEdward JonesAnnaIllinois$0$159M$100K-7M$50K-5MElizabeth EvansEvans May WealthCarmelIndiana$1M$957M$2-125M$1-100MKelley MaguireAmeriprise Financial ServicesIndianapolisIndiana$500K$406M$500K-1.6M$500K-4.5MAngela GrabovskyAmeriprise Financial ServicesIndianapolisIndiana$100K$406M$750K-15M$500K-4MTeri Hollander AlbinBairdEvansvilleIndiana$750K$866M$2-10M$1-5MVicki IspasWells Fargo AdvisorsMerrillvilleIndiana$250K$439M$500K-7M$250K-15MTricia Hollander HenningBairdEvansvilleIndiana$750K$737M$2-10M$1-5MRita McCluskeyMerrill Wealth ManagementIndianapolisIndiana$500K$408M$1.5-5M$1-3MBrooke MayEvans May WealthCarmelIndiana$1M$957M$2-125M$1-100MSarah BostonBookends Financial PlanningIndianapolisIndiana$50K$250M$250K-10M$100K-7MElizabeth BorgerStifelElkhartIndiana$100K$749M$2-16M$500K-4MErin PentzSBC Wealth ManagementIndianapolisIndiana$1M$991M$1-14M$500K-6MElizabeth EckertMorgan Stanley Wealth ManagementIndianapolisIndiana$500K$421M$1.5-5M$500K-3MMaryBeth WalkerUBS Wealth ManagementIndianapolisIndiana$250K$133M$1.4-7.5M$1-9MLynsey LunsfordEdward JonesBrazilIndiana$250K$145M$500-750K$250-500KNancy BachWells Fargo AdvisorsEvansvilleIndiana$0$178M$500K-10M$300K-3MJennifer AyersJ.P. Morgan Wealth ManagementPlainfieldIndiana$500K$139M$500K-1.7M$750K-2.1MOlivia Kendall WyndhamEdward JonesLintonIndiana$250K$166M$500K-3.5M$200K-1.5MDeniz FrankeAmeriprise Financial ServicesWest Des MoinesIowa$500K$803M$500K-25M$250K-10MKimberly HillyardChoreoCedar RapidsIowa$1M$1B$2-40M$1.7-15MDebra AlbertoWells Fargo AdvisorsCliveIowa$1M$610M$2-50M$1-45MStephanie ArensdorfAmeriprise Financial ServicesCedar FallsIowa$0$385M$500K-5M$100K-3MHeather Fortune-VestweberPrivate Wealth Asset ManagementCedar RapidsIowa$1M$410M$5-20M$5-10MJan SpielmanAmeriprise Financial ServicesStorm LakeIowa$0$827M$100K-47M$25K-20.9MHeidi ParkhurstMerrill Wealth ManagementDavenportIowa$250K$1.1B$750K-7.5M$1-5MKristen TrovasMerrill Wealth ManagementCedar RapidsIowa$250K$404M$2-10M$600K-4MMeredith ParrishMorgan Stanley Private Wealth ManagementWest Des MoinesIowa$5M$1.6B$10-50M$7-30MSheila VolrathMorgan Stanley Wealth ManagementDavenportIowa$500K$520M$1-20M$1-20MRachel StaufferMorgan Stanley Private Wealth ManagementWest Des MoinesIowa$5M$1.6B$10-60M$7-30MAndrea JamesWells Fargo AdvisorsCliveIowa$1M$314M$1-30M$1-10MPhyllis GauMorgan Stanley Wealth ManagementDavenportIowa$250K$564M$1-5M$1-5MGail Bivens-RoseBairdSioux CityIowa$250K$386M$1-7.5M$750K-5MCierra WaldingAmeriprise Financial ServicesFort DodgeIowa$500K$1.4B$1-5M$500K-2MAmy TownsendWells Fargo AdvisorsCliveIowa$1M$610M$2-50M$1-45MJoyce OaksAmeriprise Financial ServicesCedar FallsIowa$0$134M$500K-3M$257K-1.6MMollie ThomsenUnited Iowa FinancialIowa CityIowa$1K$930M$500K-12M$25K-6MAshley ShaferMorgan Stanley Wealth ManagementWest Des MoinesIowa$1M$1.4B$2-20M$1-25MLisa OlingerMerrill Wealth ManagementCedar RapidsIowa$250K$391M$2-5M$750K-3MBeth WebbRBC Wealth ManagementCliveIowa$500K$217M$1-50M$500K-30MDianna L. SmithMorgan Stanley Wealth ManagementLeawoodKansas$2M$1.6B$5-50M$3.5-20MEmily HillBowersock Capital Partners | Sanctuary WealthLawrenceKansas$1M$967M$2-115M$500K-65MTracy VanDykeNorthStar Wealth Navigation | Northwestern Mutual Wealth ManagementLeawoodKansas$1M$411M$3-15M$1-10MAlisa RothMariner Wealth AdvisorsOverland ParkKansas$0$288M$1-7M$1.2-6.9MCindy LaubMerrill Wealth ManagementWichitaKansas$250K$1.1B$750K-10M$750K-5MAngela RobinsonLPL FinancialLeawoodKansas$250K$185M$250K-1M$150K-1MTeri SalachMorgan Stanley Wealth ManagementLeawoodKansas$500K$346M$1-7M$700K-5MBrooke Donley BehrensEdward JonesOlatheKansas$0$565M$500K-10M$400K-8MEmily MelchioriEdward JonesCoffeyvilleKansas$500K$325M$1-2.2M$500K-1MKimberly ReadAmeriprise Financial ServicesWichitaKansas$50K$223M$500K-1.2M$350-500KKristie SvejdaRBC Wealth ManagementLeawoodKansas$25K$209M$125K-5M$400K-7MJulia BartakEdward JonesMissionKansas$250K$379M$1-10M$500K-8MJoanna BramlettEdward JonesOverland ParkKansas$0$166M$1.1-3.5M$800K-2.2MRobin HarneyStifelOverland ParkKansas$0$351M$100K-15M$200K-5MStephanie HutchisonEdward JonesLeawoodKansas$0$163M$500K-8M$50K-6.5MCatherine McKinleyEdward JonesManhattanKansas$250K$126M$500K-7M$250K-3MMargo ShepardWells Fargo AdvisorsMission WoodsKansas$250K$317M$2.5-10M$1-5MSonia HicksAmeriprise Financial ServicesMcPhersonKansas$0$2.3B$295K-3M$8.5K-2MKellie SheryakUBS Private Wealth ManagementLouisvilleKentucky$2M$6.2B$3-15M$1-10MShannon VitaleBairdBowling GreenKentucky$0$1.5B$1-7M$250K-2.5MPamela ThompsonMariner Wealth AdvisorsLouisvilleKentucky$0$668M$2-8M$1.3-6.5MLaura ClarkReliant Wealth PlanningLouisvilleKentucky$750K$505M$1.5-3.5M$900K-3MCarol HeilMerrill Wealth ManagementLouisvilleKentucky$500K$389M$2.5-9M$1.5-7MWendy KesterUBS Wealth ManagementPaducahKentucky$750K$6.2B$750K-7.5M$500K-3.5MChristy BrownMorgan Stanley Wealth ManagementLexingtonKentucky$500K$488M$750K-2.5M$750K-5MMarie CarneyWells Fargo AdvisorsLouisvilleKentucky$500K$766M$500K-1M$250K-10MShelby FinkAmeriprise Financial ServicesLexingtonKentucky$1M$391M$1.2-3M$2.5-10MJoyce MeyerUBS Wealth ManagementLouisvilleKentucky$500K$221M$2-10M$1-10MLeslie AdamsJ.P. Morgan Wealth ManagementElizabethtownKentucky$100K$173M$250-500K$300K-1.5MMollie BrennanMerrill Wealth ManagementLexingtonKentucky$0$263M$1-3M$1-12MTracy M. RedmonAmeriprise Financial ServicesLouisvilleKentucky$0$410M$500K-3M$200K-1.5MTerri CarsonWells Fargo AdvisorsLexingtonKentucky$250K$581M$750K-3.6M$250K-2MPatricia BennettRaymond James & AssociatesProspectKentucky$1M$162M$1-8M$1-5MSarah HydenEdward JonesPrestonsburgKentucky$25K$161M$350K-2M$200-650KBecky ThomasMerrill Wealth ManagementLouisvilleKentucky$500K$264M$1-3M$800K-2.5MAmy RoofWells Fargo AdvisorsPaducahKentucky$500K$622M$2-5M$250K-15MTeresa AppellJ.P. Morgan Wealth ManagementLouisvilleKentucky$300K$128M$700K-3M$800K-4MSusan CassellMerrill Wealth ManagementLexingtonKentucky$300K$287M$400K-55M$400K-4MLeigh Anne HughesWells Fargo AdvisorsLouisvilleKentucky$0$323M$1-10M$250K-5MAmanda M HintonMerrill Wealth ManagementMonroeLouisiana$250K$493M$3-3.5M$2.1-3MRachel CattelinoMorgan Stanley Wealth ManagementBaton RougeLouisiana$1M$967M$1-5M$1-5MCharlotte WillisEdward JonesPort AllenLouisiana$0$389M$725K-17M$500K-7MVickie WicksEdward JonesLake CharlesLouisiana$2M$329M$2.5-10M$600K-5MKris RougeouMorgan Stanley Wealth ManagementMandevilleLouisiana$500K$147M$1-5M$500K-5MShawna PrejeanUBS Wealth ManagementLafayetteLouisiana$500K$1.6B$2.5-12M$1-8MCatherine MittonMorgan Stanley Wealth ManagementShreveportLouisiana$250K$688M$1.2-15M$750K-13MBeth ColonMorgan Stanley Wealth ManagementNew OrleansLouisiana$2M$803M$1-50M$500K-20MKathy RosenblathMerrill Wealth ManagementShreveportLouisiana$500K$1.8B$1-50M$500K-30MAngela DenhamMorgan Stanley Wealth ManagementBaton RougeLouisiana$250K$263M$1.7-35M$500K-8MDiana StieffelUBS Wealth ManagementNew OrleansLouisiana$500K$908M$2.5-6M$1-3.5MAngelique ManneMorgan Stanley Wealth ManagementBaton RougeLouisiana$500K$1B$1-5M$500K-2MRhonda LoyMorgan Stanley Wealth ManagementBaton RougeLouisiana$250K$300M$1-3.5M$750K-4.5MMaureen O'NealAmeriprise Financial ServicesShreveportLouisiana$500K$397M$750K-6.5M$500K-5MMarguerite KnightMorgan Stanley Wealth ManagementBaton RougeLouisiana$250K$377M$2-25M$1-10MRenee PastorThe Pastor Financial GroupNew OrleansLouisiana$250K$143M$350K-7M$250K-6MChristy PizaniJ.P. Morgan Wealth ManagementCovingtonLouisiana$250K$180M$800K-12M$250K-8MRachael GambelMerrill Wealth ManagementMandevilleLouisiana$1M$2.1B$4-20M$1-7MChelsea SmithMerrill Wealth ManagementBaton RougeLouisiana$250K$763M$1-5M$500K-5MLauren LamulleWells Fargo AdvisorsMetairieLouisiana$500K$209M$2.5-20M$1-10MAmy HollisterEdward JonesShreveportLouisiana$250K$137M$500K-10M$300K-3MGibson WilkesWhite Pine Wealth ManagementFalmouthMaine$500K$763M$2-2.5M$500K-2MApril TardiffMerrill Wealth ManagementPortlandMaine$1M$370M$2-20M$2-8MMelissa DuffyWhite Pine Wealth ManagementFalmouthMaine$500K$763M$775K-1.7M$250K-5MRobin HodgskinMorgan Stanley Wealth ManagementPortlandMaine$500K$182M$2-10M$500K-5MKirsten IsmailUBS Wealth ManagementBangorMaine$1M$723M$2-15M$500K-4.5MChristine ByrneBack Cove FinancialFalmouthMaine$0$580M$1.2-2.5M$4-4.5MAnn Marie EterginoRBC Wealth ManagementChevy ChaseMaryland$5M$1.3B$15-25M$7.5-15MBeth RosenwaldRBC Wealth ManagementBaltimoreMaryland$1M$756M$3-20M$2-6MDeb GandyChevy Chase TrustBethesdaMaryland$3M$836M$5-200M$4-45MVictoria TrumbowerTrumbower Financial AdvisorsBethesdaMaryland$0$1.6B$5-30M$5-30MBetsy PakenasMorgan Stanley Wealth ManagementFrederickMaryland$2M$1.8B$2-8M$5-8MMara BraloveMorgan Stanley Wealth ManagementBethesdaMaryland$1M$797M$3-15M$1.7-10MSandy LiottaMerrill Wealth ManagementTowsonMaryland$1M$992M$2-20M$2.5-10MTraci RichmondThe Meakem Group / Raymond JamesBethesdaMaryland$250K$460M$500K-20M$250K-15MPatricia BaumRBC Wealth ManagementAnnapolisMaryland$1M$2.3B$3-40M$3-15MMelanie FolstadRBC Wealth ManagementChevy ChaseMaryland$1M$402M$250K-5M$500K-5MAvigail RosemoreMorgan Stanley Wealth ManagementLuthervilleMaryland$1M$921M$5-15M$3-10MLauren LeventryMerrill Wealth ManagementAnnapolisMaryland$1M$1.2B$2-12M$1-50MMargaret JacksonRBC Wealth ManagementAnnapolisMaryland$1M$2.3B$3-40M$3-15MDebbie BowlesWells Fargo AdvisorsBethesdaMaryland$250K$967M$500K-8M$500K-35MSusan HarringtonMorgan Stanley Wealth ManagementRockvilleMaryland$1M$570M$4-8M$1-3MDawn DoeblerThe Colony GroupBethesdaMaryland$0$1.3B$5-60M$3-75MElizabeth KriskoMerrill Wealth ManagementAnnapolisMaryland$1M$576M$1.7-4.7M$1.2-5MTraci MitchellMorgan Stanley Wealth ManagementBaltimoreMaryland$2M$1.1B$3-75M$2-45MJennifer SnoufferJanney Montgomery ScottTowsonMaryland$500K$274M$2-12M$1-20.7MMary BoyleMorgan Stanley Wealth ManagementColumbiaMaryland$500K$216M$2.5-10M$1.7-10MAshley IddingsWealthspire AdvisorsPotomacMaryland$5M$598M$10-50M$5-25MJoan BowersAntietam Wealth Managment/Raymond JamesHagerstownMaryland$25K$159M$135K-10M$50K-5MBeverly MooreMorgan Stanley Wealth ManagementLuthervilleMaryland$500K$2.3B$2-10M$2-10MMichele Burch-LippincottUBS Wealth ManagementHunt ValleyMaryland$750K$248M$1-5M$750K-4MStacey SpeddenHeritage Financial ConsultantsHunt ValleyMaryland$150K$7.5B$500K-5M$250K-2MDiane KesslerCiti Personal Wealth ManagementBethesdaMaryland$250K$693M$1-10M$500K-60MPamela Gruver AdamsMerrill Wealth ManagementColumbiaMaryland$2M$319M$2-7M$2.3-6MStephanie SaundersMorgan Stanley Wealth ManagementEastonMaryland$1M$1.7B$5-15M$1-5MSharon LenziWells Fargo AdvisorsAnnapolisMaryland$250K$203M$3-12M$2-40MMichele WalthertWealthspire AdvisorsPotomacMaryland$2M$232M$2-15M$2-10MKathryn BadgerMerrill Wealth ManagementColumbiaMaryland$1M$414M$3.4-167M$1.7-8MLaura HerreraRBC Wealth ManagementHagerstownMaryland$500K$986M$1-10M$500K-5MLori VillegasMorgan Stanley Wealth ManagementBaltimoreMaryland$500K$561M$1.5-5M$750K-2MSarah KaplanKaplan Financial GroupRockvilleMaryland$500K$376M$2-40M$1-30MStacee CrittendenMerrill Wealth ManagementNorth BethesdaMaryland$500K$484M$3.5-6M$1.5-3.5MCatherine CronauerWells Fargo AdvisorsBel AirMaryland$500K$299M$2.2-10M$1-6MAlison ArnoldMerrill Wealth ManagementHunt ValleyMaryland$500K$593M$2-6M$1.7-5MNicole CaringalValliant Wealth Strategies / Raymond JamesChestertownMaryland$25K$308M$1-5M$750K-5MKristin LongMorgan Stanley Wealth ManagementAnnapolisMaryland$1M$606M$2-15M$1-18MLeah JonesHighTower BethesdaBethesdaMaryland$1M$1.2B$2-10M$1-7MJean JoyceMorgan Stanley Wealth ManagementFrederickMaryland$500K$545M$1-10M$500K-1.5MRobin SmithMerrill Wealth ManagementHunt ValleyMaryland$500K$318M$3.5-10M$2-8MAnne FinkMorgan Stanley Wealth ManagementLuthervilleMaryland$1M$1.8B$4-50M$4-10MMaureen ShulerGraystone Consulting from Morgan StanleyPotomacMaryland$5M$4.3B$1-200M$1-200MAnna NewtonMerrill Wealth ManagementOcean CityMaryland$1M$173M$1-5M$900K-1.5MConstance MinerRaymond James & AssociatesBethesdaMaryland$500K$281M$3-6M$900K-2MDariana GordonCiti Personal Wealth ManagementPotomacMaryland$200K$252M$1-10M$500K-5MSusan KaplanKaplan Financial ServicesNewtonMassachusetts$1.5M$2.5B$3-100M$1.5-75MDebra BredeD.K. Brede Investment Management Company, a Colony Group CompanyNeedhamMassachusetts$1M$1.4B$2-20M$1-12MMary MullinMerrill Wealth ManagementBostonMassachusetts$1M$1.5B$3.5-35M$2-15MJessica GuoUBS Wealth ManagementWellesleyMassachusetts$1M$590M$2-50M$1-20MLiz TalbotThe Colony GroupBostonMassachusetts$5M$1.9B$10-40M$10-75MMichele O'ConnorMorgan Stanley Wealth ManagementBostonMassachusetts$750K$359M$2.5-6M$1.3-18MAndrea BevisUBS Private Wealth ManagementBostonMassachusetts$5M$1.6B$10-150M$10-60MMary Jo MetroMETRO Financial StrategiesChelmsfordMassachusetts$500K$426M$1.5-10M$750K-5MNatasha LessardMorgan Stanley Wealth ManagementBostonMassachusetts$2M$1.5B$8-100M$5-100MCamille ValentineUBS Wealth ManagementBostonMassachusetts$2M$1.5B$7-30M$5-15MGabrielle ClemensRBC Wealth ManagementBostonMassachusetts$1M$466M$900K-5M$1.5-5MMaryAnn JohnsonMorgan Stanley Wealth ManagementBostonMassachusetts$2M$1.5B$8-100M$5-100MDawn SmithAmeriprise Financial ServicesHopkintonMassachusetts$0$452M$500K-7M$200K-3MElizabeth KesselmanRWA Wealth PartnersNewtonMassachusetts$350K$448M$1-5M$400K-3MRachel KelleyMerrill Private Wealth ManagementBostonMassachusetts$2.5M$1.4B$10-50M$5-30MCarolyn NolanAmeriprise Financial ServicesWinchesterMassachusetts$0$463M$1-10M$500K-10MCheryl WilkinsonThe Colony GroupHinghamMassachusetts$2M$1.3B$5-75M$3-40MShannon SmithPallas Capital AdvisorsWakefieldMassachusetts$5M$2B$5-50M$1-8MRobin Silver GraceMorgan Stanley Wealth ManagementWellesleyMassachusetts$2M$397M$2-15M$2-8MSarah PorterMorgan Stanley Wealth ManagementBostonMassachusetts$2M$324M$2-8M$1-5MDeborah GoodmanGoodman Advisory GroupNeedhamMassachusetts$750K$303M$1-5M$1.5-3.5MDeborah MosesMorgan Stanley Wealth ManagementBostonMassachusetts$2M$673M$5-75M$3.7-50MGina Bolvin BernarduciBolvin WealthBostonMassachusetts$500K$350M$1-5M$1-5MAlicia AndreMorgan Stanley Wealth ManagementBostonMassachusetts$2M$662M$10-50M$2-10MChristine CaronaMorgan Stanley Wealth ManagementBostonMassachusetts$1M$525M$2-10M$500K-2MSuzanne PriebatschMorgan Stanley Wealth ManagementBostonMassachusetts$2M$598M$2-20M$2-20MChristine ArmstrongMorgan Stanley Wealth ManagementBostonMassachusetts$2M$303M$3-15M$2-5MErica ZhenMerrill Wealth ManagementCambridgeMassachusetts$2M$743M$1.5-4M$1-7MMelissa IndelicatoAmeriprise Financial ServicesWalthamMassachusetts$0$498M$1.5-10M$350K-5MAlyson PopperMorgan Stanley Wealth ManagementWellesleyMassachusetts$500K$310M$1.5-7M$900K-8MJaime BarnesAmeriprise Financial ServicesRaynhamMassachusetts$500K$2.8B$1-10M$500K-3MJacqueline R. BlauAmeriprise Financial ServicesAuburndaleMassachusetts$0$2.5B$9M$3MSheryl CoxStifelPlymouthMassachusetts$250K$143M$500K-7.2M$100K-1MAmy SteigerwaldMorgan Stanley Private Wealth ManagementBostonMassachusetts$2M$2B$2-15M$5-20MAndrea Stackland-Winterere3 Financial PlanningNeedhamMassachusetts$1M$255M$5-10M$1-5MMegan MathiasMerrill Wealth ManagementBostonMassachusetts$1M$2B$2-20M$1-15MShannon OuelletteNorthwestern Mutual Wealth ManagementGardnerMassachusetts$1M$326M$2.5-50M$1-25MJenna CarrollMerrill Wealth ManagementNewtonMassachusetts$1M$490M$5-10M$1-5MSandra ManzellaUBS Wealth ManagementBostonMassachusetts$1M$249M$5-25M$1-20MMindy McGinnMorgan Stanley Wealth ManagementWellesleyMassachusetts$1M$2.5B$4-75M$1-75MAlison MeadeAmeriprise Financial ServicesHinghamMassachusetts$250K$225M$2.5-25M$500K-10MSheryl WeinBoston Light FinancialWoburnMassachusetts$0$385M$400K-4M$50K-2.5MNora YousifRBC Wealth ManagementSouth EastonMassachusetts$1M$559M$2-7M$1-5MBarbara CummingsWilliam BlairBostonMassachusetts$2M$890M$5-12.5M$2.5-7MSusan L. WilsonMerrill Wealth ManagementBurlingtonMassachusetts$1M$537M$850K-19M$500K-6.1MAdrienne SnappAmeriprise Financial ServicesWaylandMassachusetts$250K$173M$2-10M$250K-5MPaula C. MoganUBS Wealth ManagementRocklandMassachusetts$1M$262M$3-10M$3-10MAshley McHarrieMerrill Private Wealth ManagementBeverlyMassachusetts$1M$3.5B$1-20M$3-15MMeghan HaggertyJ.P. Morgan Wealth ManagementBostonMassachusetts$1.5M$3.9B$3-100M$1-40MJennifer GrayAmeriprise Financial ServicesWinchesterMassachusetts$0$452M$1-10M$500K-10MJulie WinstonMorgan Stanley Wealth ManagementWellesleyMassachusetts$1M$1B$1-18M$700K-12MAmanda WilleyAmeriprise Financial ServicesWellesleyMassachusetts$25K$814M$800K-3M$200K-2MJillian BlanchardAmeriprise Financial ServicesFall RiverMassachusetts$0$183M$750K-10M$100K-3MKelly HudakAmeriprise Financial ServicesCharlestownMassachusetts$0$523M$3-8M$750K-3MMarcie D'AleoMorgan Stanley Wealth ManagementWellesleyMassachusetts$500K$1.3B$1.5-10M$3-5MLindsay PazdanMorgan Stanley Wealth ManagementBostonMassachusetts$5M$783M$5-60M$5-30MLisa KautzMerrill Wealth ManagementWellesleyMassachusetts$2M$169M$2-10M$2-5MRobyn RedfieldMorgan Stanley Wealth ManagementBostonMassachusetts$2.5M$252M$5-50M$1-5MLisa SvenssonMorgan Stanley Wealth ManagementWellesleyMassachusetts$500K$130M$2-10M$500K-3MMelissa SpicklerMerrill Wealth ManagementBloomfield HillsMichigan$1M$1.6B$2-10M$1-10MNicole ChristiansMerrill Wealth ManagementBloomfield HillsMichigan$250K$665M$1.5-10M$1-10MSherri StephensStephens Wealth Management GroupFlintMichigan$500K$664M$1-5M$1-10MSara WohlMerrill Wealth ManagementAnn ArborMichigan$1M$1.1B$1-2M$1-10MLaura KellmannAmeriprise Financial ServicesAnn ArborMichigan$0$238M$555K-3.5M$250K-2MBecky AndersonEdward JonesGrand RapidsMichigan$0$439M$2.5-100M$1.2-78MPatty WhitneyUBS Wealth ManagementBirminghamMichigan$1M$1.2B$2-15M$1.5-11MMarie VanerianMerrill Wealth ManagementBloomfield HillsMichigan$250K$2.3B$1-20M$1-20MTracey TurkoMercer AdvisorsLivoniaMichigan$550K$5.5B$2-35M$600K-20MColleen SchonAnthem Advisors of Raymond JamesClarkstonMichigan$250K$313M$500K-10M$250K-6MJanene PirbhaiMerrill Wealth ManagementPortageMichigan$0$348M$600K-5M$450K-2MPeg MooreStutzmann-Moore Wealth Management of Wells Fargo AdvisorsAnn ArborMichigan$1M$264M$1-15M$500K-12MJessica FitzgeraldMorgan Stanley Wealth ManagementRochesterMichigan$2M$1.7B$4-15M$3-15MKimberly MartinMerrill Wealth ManagementMuskegonMichigan$0$1B$380K-11.7M$380K-11.7MKristina AbroMerrill Wealth ManagementAuburn HillsMichigan$500K$251M$1-3M$250K-1MRachel MrazMerrill Wealth ManagementGrand RapidsMichigan$250K$767M$1-50M$500K-15MHeidi RaineAmeriprise Financial ServicesPleasant RidgeMichigan$100K$232M$1-8M$450K-3MLisa LondonMerrill Wealth ManagementBloomfield HillsMichigan$500K$832M$1-20M$1-5MDana Margiotta FrellickMorgan Stanley Wealth ManagementBloomfield HillsMichigan$250K$213M$500K-5M$750K-5MAmy SmithAmeriprise Financial ServicesNoviMichigan$500K$204M$1-20M$800K-10MSandra AdamsCenter For Financial Planning/Raymond JamesSouthfieldMichigan$350K$1.4B$500K-3.5M$350K-3MLaurie BourniasMerrill Wealth ManagementGrosse PointeMichigan$1M$393M$1-5M$1-5MMarcia MooreMorgan Stanley Wealth ManagementBirminghamMichigan$250K$343M$500K-12M$500K-2MSue Moore-BommaritoRaymond James & AssociatesBirminghamMichigan$3M$299M$5-25M$3-15MTerra HohfAdvance Capital ManagementSouthfieldMichigan$0$3.7B$500K-2M$300K-2MBonnie Adamczak BrownRaymond James & AssociatesNorton ShoresMichigan$50K$178M$900K-3M$600K-1.5MDivisha KapurAmeriprise Financial ServicesBingham FarmsMichigan$0$123M$500K-7M$50K-5MAmy FreeburgMerrill Wealth ManagementGrand RapidsMichigan$250K$767M$3-8M$800K-5MDiana FreeburgUBS Wealth ManagementFarmington HillsMichigan$500K$732M$800K-8M$800K-5MPatrice SinclairRaymond James & AssociatesAuburn HillsMichigan$0$249M$1-6M$500K-2MAngela CusmanoDahring | Cusmano and AssociatesNoviMichigan$25K$277M$500K-10M$400K-5MAnjanette NickoloffJ.P. Morgan Wealth ManagementBrightonMichigan$250K$176M$700K-3M$250K-1MLori NayEdward JonesRichlandMichigan$0$130M$1-15M$500K-5MRenee Hof-LaceyRaymond James & AssociatesBirminghamMichigan$1M$150M$2-10M$1-5MNeeta SinghAmeriprise Financial ServicesFarmington HillsMichigan$250K$187M$500K-22M$1.1-22MLynn HabrowskiLPL FinancialClinton TownshipMichigan$250K$150M$400K-1.4M$300K-1.3MNora J. KolarMerrill Wealth ManagementBloomfield HillsMichigan$500K$838M$1-5M$500K-5MJennifer JenningsMerrill Wealth ManagementFarmington HillsMichigan$250K$1B$10-15M$5-7MSusan RileyMorgan Stanley Wealth ManagementJacksonMichigan$250K$256M$2-10M$800K-2MNicole NorrisMerrill Wealth ManagementDearbornMichigan$500K$443M$1-5M$800K-3.5MMary HofmeisterEdward JonesEssexvilleMichigan$0$190M$750K-2M$500K-1.5MNancy SalviaMerrill Wealth ManagementAuburn HillsMichigan$100K$234M$800K-6M$250K-5MErica M. SheridanEdward JonesLexingtonMichigan$400K$180M$350K-6M$300K-5MLisa JaboroJ.P. Morgan Wealth ManagementBloomfield HillsMichigan$0$185M$2-8M$400K-2.5MMary GliddenAmeriprise Financial ServicesTroyMichigan$0$216M$100K-12M$150K-6.2MMelissa JoyPearl PlanningDexterMichigan$500K$195M$800K-10M$500K-8MSheli VanderlindeMorgan Stanley Wealth ManagementMuskegonMichigan$0$686M$1-15M$1-12MJudy FredricksonUBS Private Wealth ManagementWayzataMinnesota$25M$4.2B$15-75M$10-350MChristina BoydMerrill Wealth ManagementWayzataMinnesota$3M$1B$5-20M$3-12MTheresa WardMerrill Private Wealth ManagementMinneapolisMinnesota$250K$2.1B$2.5-25M$2.5-25MKrystal JuliusMerrill Wealth ManagementWayzataMinnesota$1M$1.4B$1-10M$1-10MMichelle YoungAmeriprise Financial ServicesEdinaMinnesota$999K$786M$1.1-26M$1.5-5MBecky FalkUBS Wealth ManagementWayzataMinnesota$2M$785M$5-25M$2-50MDeborah JohnstonUBS Wealth ManagementMinneapolisMinnesota$2M$613M$2-10M$1-5MDenine BergelandMorgan Stanley Wealth ManagementWayzataMinnesota$500K$305M$5-15M$3-5MLisa Guzek MontagneLGM Wealth ManagementBloomingtonMinnesota$250K$453M$1.5-100M$1-5MJodi Miller-HammesAmeriprise Financial ServicesRochesterMinnesota$0$600M$500K-3M$250K-4.5MLisa MulcareAmeriprise Financial ServicesEdinaMinnesota$0$577M$9K-10M$1.5MNicole WebbWealth Enhancement GroupPlymouthMinnesota$2.5M$879M$5-50M$2.5-18MCarin ThomasUBS Wealth ManagementBloomingtonMinnesota$2M$785M$1-10M$1-5MNicole N. MiddendorfProsperwell FinancialMinnetonkaMinnesota$0$200M$1-60M$100K-1MAbra HovgaardEdward JonesHastingsMinnesota$1M$246M$1-5M$500K-3MKari Douglas EhleringerAmeriprise Financial ServicesRochesterMinnesota$1M$1.4B$1-10M$750K-2.5MElizabeth EngelmannUBS Private Wealth ManagementWayzataMinnesota$5M$1.6B$5-75M$2-50MAngela TararaWells Fargo AdvisorsSt. PaulMinnesota$500K$183M$1-10M$500K-5MKatherine Forrester SchneewindHigh Note WealthDeephavenMinnesota$4M$480M$5-50M$1-12MJane LaLonde SheaNorth Star Resource GroupMinneapolisMinnesota$0$275M$1-30M$500K-15MLynnea EmersonMerrill Wealth ManagementDuluthMinnesota$250K$424M$600K-15M$400K-5MKaty UzpenWells Fargo AdvisorsBloomingtonMinnesota$1M$683M$1.5-5M$1-5MJackie LarsonRBC Wealth ManagementMinnetonkaMinnesota$2M$1.1B$3-50M$2-50MCatina KoenigBairdEdinaMinnesota$2M$286M$1.5-25M$1.5-25MMonica SinhaMila Wealth Management | Northwestern Mutual Wealth ManagementEdinaMinnesota$150K$182M$2-15M$500K-6MKathleen AllisonMorgan Stanley Wealth ManagementRochesterMinnesota$250K$432M$600K-6M$500K-3.5MKim RenkEdward JonesWinonaMinnesota$1M$302M$500K-70M$490K-30MGinger EwingAmeriprise Financial ServicesInver Grove HeightsMinnesota$0$666M$1-10M$500K-5MTara SmithEdward JonesWindomMinnesota$200K$292M$500K-5M$50K-2.5MElizabeth StokesAmeriprise Financial ServicesBloomingtonMinnesota$1M$1B$1-10M$500K-8MGinger CarsonMerrill Wealth ManagementRochesterMinnesota$500K$433M$1-1.5M$500K-5MJayne BushmanMerrill Wealth ManagementRochesterMinnesota$250K$433M$1.5-5M$500K-3.5MKelli PuhlUBS Private Wealth ManagementWayzataMinnesota$5M$3.8B$5-75M$2-25MMary BennettMorgan Stanley Wealth ManagementMinneapolisMinnesota$0$458M$1-20M$1-10MAnnette ThompsonRaymond James Financial ServicesCrookstonMinnesota$250K$154M$500K-3M$250K-1MKathryn WatersWells Fargo AdvisorsMinneapolisMinnesota$2M$784M$2-10M$2-10MSharon Kosir KrummeWells Fargo AdvisorsMinneapolisMinnesota$800K$249M$1-24M$500K-5MLinda ZimmermanAmeriprise Financial ServicesMinnetonkaMinnesota$0$233M$500K-14M$500K-12MLibby Arendt BakerRBC Wealth ManagementWayzataMinnesota$1M$157M$850K-2.7M$850K-3MKristin LarsonUBS Wealth ManagementMinneapolisMinnesota$1M$152M$2-20M$1-10MAubrey Hoggarth CookEdward JonesLittle FallsMinnesota$0$171M$300-750K$250-500KDarla KashianRBC Wealth ManagementMinneapolisMinnesota$1M$490M$3-20M$3-10MLindsay JohnsonMerrill Wealth ManagementWayzataMinnesota$250K$390M$1-3.5M$1-3.5MJaime SahlstromRBC Wealth ManagementMinneapolisMinnesota$1M$236M$1-60M$750K-15MKylie StrumRBC Wealth ManagementRochesterMinnesota$500K$298M$1-15M$500K-5MDenise FroehlichMerrill Wealth ManagementWayzataMinnesota$1M$344M$3-12M$1.5-9MCinda CollinsWells Fargo AdvisorsMinneapolisMinnesota$1M$150M$3.5-7.5M$3.5-7.5MJeanne RosengrenMerrill Wealth ManagementWayzataMinnesota$1.5M$906M$10-50M$2-30MLeslie CadleAmeriprise Financial ServicesEdinaMinnesota$500K$218M$500K-5M$250K-5MMelissa LuethAmeriprise Financial ServicesSt. JamesMinnesota$0$1.3B$1-12M$250K-5MKelly P. CutsforthWells Fargo AdvisorsRochesterMinnesota$250K$125M$1-5M$1-3MAmy SorrelsMerrill Wealth ManagementSt. PaulMinnesota$500K$375M$3-6M$2-2.6MDiana BrassMerrill Wealth ManagementSt. PaulMinnesota$1M$1.1B$2-10M$2-5MPatricia SavreMerrill Wealth ManagementMinneapolisMinnesota$500K$163M$1-50M$1-10MKatie NormanMerrill Wealth ManagementWayzataMinnesota$1M$559M$2-50M$1-40MHeather MootzWells Fargo AdvisorsMinneapolisMinnesota$250K$157M$500K-2.5M$250K-15MErica FrantzUBS Wealth ManagementMinneapolisMinnesota$2M$611M$2-20M$1.5-5MCory Ann SkograndAmeriprise Financial ServicesMarshallMinnesota$100K$359M$700K-6M$500K-1.5MMolly BingerAmeriprise Financial ServicesEdinaMinnesota$100K$419M$500K-12M$150K-10MJamie O'RourkeAmeriprise Financial ServicesSt. CloudMinnesota$0$1B$500K-13M$100K-11MWhitney BlaskoMerrill Wealth ManagementWayzataMinnesota$250K$186M$500K-5M$500K-10MMelanie DowellMorgan Stanley Wealth ManagementRidgelandMississippi$2M$1.5B$4-12M$4-7MMichelle MabryClient 1st Advisory GroupHattiesburgMississippi$1M$320M$1-20M$1-3MLynn Phillips-GainesPhillips FinancialStarkvilleMississippi$800K$257M$1-5M$1-3MLisa SigworthEdward JonesOcean SpringsMississippi$250K$304M$750K-3M$500K-2.5MLauren BlackPhillips Wealth PlannersStarkvilleMississippi$800K$241M$1-5M$1-3MKathleen YoungermanMorgan Stanley Private Wealth ManagementSt. LouisMissouri$20M$586M$30-150M$20-70MDiane CompardoMonetaSt. LouisMissouri$10M$2.5B$20-150M$10-125MBarbara ArcherHightower Wealth Advisors | St. LouisSt. LouisMissouri$2M$1.1B$2-50M$1-21MJoan MalloyMAI Capital ManagementSt. LouisMissouri$1M$3B$1.5-26M$1.3-16.6MCheryl MothesEdward JonesJacksonMissouri$0$376M$500K-2.5M$490K-1MJanice OexemanMorgan Stanley Wealth ManagementChesterfieldMissouri$500K$1B$750K-5M$500K-2.5MWendy KickhamMerrill Wealth ManagementChesterfieldMissouri$250K$358M$3-5M$2-3MLiesl LivingstonMerrill Wealth ManagementClaytonMissouri$2M$879M$3-5M$3-4MAnn EchelmeierEdward JonesColumbiaMissouri$1M$518M$1.5-100M$1-65MElizabeth ConnellyVisionary Wealth AdvisorsSt. LouisMissouri$100K$2.3B$1.2-5M$500K-2MStevie GreenSpencer Financial ServicesLibertyMissouri$0$384M$1-10M$350K-1MKevyn SchroederStifelFrontenacMissouri$2M$388M$4-50M$2-20MMichelle HortonMerrill Wealth ManagementSt. LouisMissouri$500K$318M$1-10M$1-10MElizabeth Mannen BergesWells Fargo AdvisorsSt. LouisMissouri$1M$373M$3-20M$1-11MJulie SwardMonetaSt. LouisMissouri$1M$249M$5-15M$4-10MAnita OplotnikMorgan Stanley Wealth ManagementSpringfieldMissouri$500K$556M$2-15M$1-12MChristy SalesEdward JonesSt. LouisMissouri$500K$192M$500K-5M$490K-3MSandy ChismOppenheimerKansas CityMissouri$500K$300M$750K-25M$500K-20MAbby TuttleNorthwestern Mutual Wealth ManagementClaytonMissouri$100K$208M$175-850K$100K-1.3MVerna BrandRaymond James Financial ServicesRollaMissouri$50K$97M$100K-5M$50K-5MPaula DoughertyAmeriprise Financial ServicesSpringfieldMissouri$250K$266M$2.5-100M$750K-11MNickie BennettEdward JonesBallwinMissouri$500K$140M$1-10M$650K-3.5MKerry VetterMerrill Wealth ManagementSt. LouisMissouri$300K$275M$1.2-5.2M$500K-2.5MSabrina BasingerEdward JonesColumbiaMissouri$0$189M$300K-10M$290K-9MHeidi Morris-MosbacherEdward JonesSt. LouisMissouri$750K$141M$500K-14.6M$250K-15MDana HavensAffinity Wealth PartnersSpringfieldMissouri$25K$507M$1-100M$3-5MTracy ShortMorgan Stanley Wealth ManagementBillingsMontana$1M$1.7B$2-20M$1-20MPaige SpaldingMerrill Wealth ManagementBillingsMontana$250K$263M$500K-10M$1-5MAnnell DanczykStack Financial ManagementWhitefishMontana$1M$1.7B$1.5-25M$1-20MKatie PedersonEdward JonesBozemanMontana$0$170M$1.5-5M$500K-2MMarsha GunnMerrill Wealth ManagementBillingsMontana$0$252M$1.5-15M$500K-20MKatie MuellerRBC Wealth ManagementBillingsMontana$0$259M$1-20M$500K-10MKimberly ShappeeRBC Wealth ManagementMissoulaMontana$1M$332M$1-5M$500K-3.5MKelley TatreauUBS Wealth ManagementOmahaNebraska$400K$357M$2.7-15M$1.3-5.5MSharleen RiemenschneiderEdward JonesMcCookNebraska$500K$351M$2.5-10M$500K-5MTracey McLainWells Fargo AdvisorsLincolnNebraska$500K$417M$2-10M$1-5MShellie SeebaEdward JonesKearneyNebraska$0$259M$1-5M$800K-3MKathryn SchubertMerrill Wealth ManagementLincolnNebraska$500K$248M$1-5M$1-3MSusan RobakWells Fargo AdvisorsLincolnNebraska$0$745M$500K-3M$250K-1.5MLori BlumEdward JonesGretnaNebraska$0$141M$1-7M$500K-2MPat BennettMerrill Wealth ManagementLincolnNebraska$250K$529M$1-4.5M$1-4.2MLisa PetrieTSG Wealth ManagementIncline VillageNevada$1M$8.4B$3-50M$2-9MDeborah DanielsonDanielson Financial GroupLas VegasNevada$1M$393M$10-75M$5-50MNadine FaulisMerrill Wealth ManagementLas VegasNevada$1M$1B$2-20M$2-15MBrittany DiPaceUBS Wealth ManagementHendersonNevada$1M$595M$2-10M$1-5MKaren VibeAmeriprise Financial ServicesRenoNevada$500K$177M$1-150M$475K-9MIleana DominguezUBS Wealth ManagementHendersonNevada$1M$821M$1-70M$1-40MJessica KartzinelUBS Wealth ManagementHendersonNevada$1M$821M$1-70M$1-40MMonica SimpsonWells Fargo AdvisorsRenoNevada$500K$242M$250K-10M$100K-5MElaina CarlsonAmeriprise Financial ServicesLas VegasNevada$500K$278M$1-3M$750K-1.5MJessica CohenMerrill Wealth ManagementLas VegasNevada$300K$206M$1-4M$750K-2MMelinda MargolisMerrill Wealth ManagementHendersonNevada$500K$174M$500K-6M$500K-15MRenee LangloisAmeriprise Financial ServicesHendersonNevada$250K$710M$2-40M$250K-10MYunna CheungEdward JonesLas VegasNevada$250K$146M$1-5M$551K-3MJennifer ShydlerMerrill Wealth ManagementLas VegasNevada$250K$246M$1-10M$500K-5MMonica HouseMorgan Stanley Wealth ManagementRenoNevada$500K$1.2B$2-10M$750K-5MMelissa WilkinsonWells Fargo AdvisorsLas VegasNevada$1M$448M$1.5-10M$1-5MNichole RaftopoulosNvest Financial GroupPortsmouthNew Hampshire$1M$461M$1.5-10M$1-7MBarbara LetvinchukRBC Wealth ManagementNashuaNew Hampshire$750K$924M$1-10M$2-8MRobin YoungNorthstar Financial PlanningWindhamNew Hampshire$500K$208M$2-10M$1-10MLisa CaultonMorgan Stanley Wealth ManagementManchesterNew Hampshire$250K$1.2B$1-15M$500K-20MAndrea Riley ArnesenAmeriprise Financial ServicesNashuaNew Hampshire$0$198M$250K-3M$100K-2.5MLiana PoodiackSteward Partners Global AdvisoryKeeneNew Hampshire$1M$238M$1-5M$750K-2.5MBetsy BowenMorgan Stanley Wealth ManagementManchesterNew Hampshire$1M$1B$2.5-10M$500K-5MChristina Frerks InsleeMerrill Wealth ManagementPortsmouthNew Hampshire$0$181M$2-10M$500K-13MPauline SimeonovMorgan Stanley Wealth ManagementGilfordNew Hampshire$400K$475M$1.5-10M$750K-10MKathryn LongoMorgan Stanley Wealth ManagementManchesterNew Hampshire$2M$624M$2-10M$2-10MPatricia BellMerrill Wealth ManagementShort HillsNew Jersey$500K$750M$4-15M$2-7MChristine HeimMerrill Wealth ManagementFlorham ParkNew Jersey$1M$660M$4-15M$1-5MChristine McGinleyUBS Wealth ManagementMount LaurelNew Jersey$2M$1.2B$20-35M$3-6MMary GuzaMorgan Stanley Wealth ManagementFlorham ParkNew Jersey$2M$5B$15-50M$10-15MJulia BishopMerrill Wealth ManagementFlorham ParkNew Jersey$500K$2.1B$2-8M$2-5MAngeline NewmanUBS Private Wealth ManagementFlorham ParkNew Jersey$2M$1.9B$3.5-8M$1.7-8MLisa KentMerrill Wealth ManagementPrincetonNew Jersey$1M$848M$1.5-5M$1-3MKathy EntwistleMorgan Stanley Private Wealth ManagementParamusNew Jersey$10M$543M$10-100M$5-25MKelley Hayn MackMerrill Wealth ManagementBridgewaterNew Jersey$500K$484M$2-10M$500K-7MKate SweeneyMorgan Stanley Wealth ManagementNew BrunswickNew Jersey$1M$269M$1-10M$1-10MBrooke McGeehanRBC Wealth ManagementPrincetonNew Jersey$1M$378M$750K-10M$250K-10MAriel JacobsMerrill Wealth ManagementFort LeeNew Jersey$250K$1.5B$1.5-20M$800K-5MSusan E. GnallMorgan Stanley Wealth ManagementMorristownNew Jersey$2.5M$566M$1-15M$3-15MClaudine Callison-SieroMorgan Stanley Wealth ManagementLittle FallsNew Jersey$1M$1.2B$2-20M$1-7.5MChitra AroraJ.P. Morgan Wealth ManagementMonmouth JunctionNew Jersey$250K$397M$500K-30M$500K-30MHeather MeadeUBS Wealth ManagementRed BankNew Jersey$1M$489M$5-10M$500K-5MRachel ZhangMorgan Stanley Wealth ManagementLawrencevilleNew Jersey$1M$217M$2.5-20M$1-15MLisa MorrisonMerrill Wealth ManagementBridgewaterNew Jersey$1M$601M$3-8M$1-35MLynn BlanchardMorgan Stanley Wealth ManagementParamusNew Jersey$250K$690M$2-5M$1-3MDiane AlecciMorgan Stanley Wealth ManagementParamusNew Jersey$250K$690M$2-5M$1-3MLori SacklerMorgan Stanley Wealth ManagementParamusNew Jersey$5M$971M$5-30M$5-10MEkta RoongtaJ.P. Morgan Wealth ManagementMillburnNew Jersey$100K$295M$500K-80M$250K-32MLori RabinowitzMorgan Stanley Wealth ManagementFlorham ParkNew Jersey$2M$495M$5-30M$2-20MMegan BrozowskiMariner Wealth AdvisorsMadisonNew Jersey$0$260M$750K-2M$1.2-3.8MLisa LaVecchiaMerrill Wealth ManagementFlorham ParkNew Jersey$1M$475M$3.1-12M$1.5-6.5MBetsy McNeillyMorgan Stanley Wealth ManagementNew BrunswickNew Jersey$1M$373M$5-75M$3-35MLaura WeissUBS Wealth ManagementFlorham ParkNew Jersey$250K$1.6B$750K-10M$500K-3.5MAudrey GouldWells Fargo AdvisorsPrincetonNew Jersey$250K$671M$1-12M$250K-25MEllen BaberWells Fargo AdvisorsPrincetonNew Jersey$250K$671M$1-12M$250K-25MGeorgie MossWells Fargo AdvisorsPrincetonNew Jersey$250K$671M$1-12M$250K-25MMarybeth EmsonMorgan Stanley Wealth ManagementFlorham ParkNew Jersey$1M$733M$3-15M$2.5-10MJill WilliamsAmeriprise Financial ServicesMontclairNew Jersey$50K$1.3B$1-5M$500K-2.5MMargo HillWells Fargo AdvisorsMadisonNew Jersey$500K$339M$750K-9.5M$400K-4MCynthia LachnichtMorgan Stanley Wealth ManagementParamusNew Jersey$500K$151M$232K-6M$270K-6MLee Ann QuenaultUBS Wealth ManagementWarrenNew Jersey$2M$1.3B$4-5M$2.5-3.5MKearney VrabelMerrill Wealth ManagementFlorham ParkNew Jersey$1M$1B$2.5-15M$1-5MSarah RiccaMorgan Stanley Wealth ManagementParamusNew Jersey$2.5M$1B$1-10M$2-10MJudith LeeMerrill Wealth ManagementBedminsterNew Jersey$250K$296M$5-15M$2.5-7.5MRosa Campa HearneMerrill Wealth ManagementSummitNew Jersey$1M$507M$2-90M$3-5MMichelle HeideAmeriprise Financial ServicesClintonNew Jersey$500K$246M$1.7-6.5M$525K-6MGina LahoudRockefeller Capital ManagementParamusNew Jersey$2M$480M$2-10M$1-5MKatherin RomeroMerrill Wealth ManagementPrincetonNew Jersey$1M$447M$3.8-5.1M$3.2-5.6MElizabeth CampMorgan Stanley Wealth ManagementFlorham ParkNew Jersey$2M$492M$5-20M$2-30MLynn FryckbergUBS Wealth ManagementMount LaurelNew Jersey$500K$303M$5-50M$1-10MDeAnn CavagnaroUBS Wealth ManagementParamusNew Jersey$350K$859M$2-50M$2-14MAnn BaronWells Fargo AdvisorsMarltonNew Jersey$500K$576M$1.5-3M$500K-2.5MJenny D. DalyJanney Montgomery ScottHackensackNew Jersey$1M$146M$1-12M$1.2-10MElizabeth McKennaMerrill Wealth ManagementFlorham ParkNew Jersey$250K$171M$800K-8M$500K-5MIrene StolarzMorgan Stanley Wealth ManagementLittle FallsNew Jersey$1M$413M$3-4M$3-5MSuzanne Schwester SloanUBS Wealth ManagementMount LaurelNew Jersey$250K$113M$2.5-10M$1-5MMary BatchaMerrill Wealth ManagementPrincetonNew Jersey$1M$457M$1-12M$1-30MBrigita RumpetersMerrill Wealth ManagementWestfieldNew Jersey$250K$263M$1-75M$1-5MKatie Rouff-WardWells Fargo AdvisorsRed BankNew Jersey$1M$493M$500K-5M$500K-2MKatie ThompsonMerrill Wealth ManagementAlbuquerqueNew Mexico$500K$1.5B$2-10M$1.5-10MRuby Valadez GamboaWells Fargo AdvisorsLas CrucesNew Mexico$250K$307M$500K-10M$250K-10.7MAnna O'ConnellMerrill Wealth ManagementAlbuquerqueNew Mexico$250K$402M$1-3M$500K-4MJessica St. CyrMerrill Wealth ManagementAlbuquerqueNew Mexico$250K$445M$2.5-15M$500K-2.5MKate HarmanMerrill Wealth ManagementRoswellNew Mexico$250K$845M$1-10M$750K-10MSuzanne CisnerosWells Fargo AdvisorsSanta FeNew Mexico$1M$208M$3-7M$2.5-6MColleen O'CallaghanJ.P. Morgan Wealth ManagementNew YorkNew York - NYC$25M$2.8B$25-100M$25-100MLouise GundersonUBS Private Wealth ManagementNew YorkNew York - NYC$1M$5.5B$5-50M$2-20MEmily RubinUBS Private Wealth ManagementNew YorkNew York - NYC$5M$2.4B$10-50M$8-100MHolly KroftNeuberger BermanNew YorkNew York - NYC$5M$3.8B$10-100M$5-50MStephanie StiefelNeuberger BermanNew YorkNew York - NYC$2M$2.8B$10-200M$5-25MJacqueline WillensUBS Private Wealth ManagementNew YorkNew York - NYC$2.5M$1.1B$10-20M$2-15MSharon KleinWilmington TrustNew YorkNew York - NYC$5M$3.5B$10-500M$10-100MAnna WinderbaumMorgan Stanley Private Wealth ManagementNew YorkNew York - NYC$10M$2.3B$50-250M$25-100MMaria BrisbaneMerrill Private Wealth ManagementNew YorkNew York - NYC$20M$1B$40-200M$10-90MWendy HolmesUBS Private Wealth ManagementNew YorkNew York - NYC$20M$1.5B$25-500M$20-300MKyle OlsonMerrill Wealth ManagementNew YorkNew York - NYC$2M$1.1B$10-50M$2-25MLiz WeikesJ.P. Morgan Wealth ManagementNew YorkNew York - NYC$5M$4.9B$25-50M$5-25MHillary CullenUBS Private Wealth ManagementNew YorkNew York - NYC$2M$3.2B$10-75M$5-50MRachel GottliebUBS Private Wealth ManagementNew YorkNew York - NYC$5M$1.2B$25-500M$15-100MCourtney MooreMerrill Private Wealth ManagementNew YorkNew York - NYC$10M$2.7B$5M-1B$5M-1BMercedes ParatjeMorgan Stanley Private Wealth ManagementNew YorkNew York - NYC$10M$3.9B$10-100M$10-40MAlyssa MoederMerrill Private Wealth ManagementNew YorkNew York - NYC$10M$5.1B$25M-1B$10-25MSusan KingsolverMorgan Stanley Private Wealth ManagementNew YorkNew York - NYC$5M$2.6B$25-75M$5-20MKay GrasmanMorgan Stanley Private Wealth ManagementNew YorkNew York - NYC$5M$1.2B$25-100M$3-350MLisa CollettiAspiriantNew YorkNew York - NYC$1.5M$14.2B$3-200M$1.5-25MDiana SkerlUBS Private Wealth ManagementNew YorkNew York - NYC$3M$666M$15-450M$10-100MLinda ModicoUBS Wealth ManagementNew YorkNew York - NYC$15M$7.3B$50-800M$5-600MJennifer HartmannMorgan Stanley Wealth ManagementNew YorkNew York - NYC$1M$4.4B$3-10M$1-5MMichelle HansonMerrill Wealth ManagementNew YorkNew York - NYC$500K$914M$1-100M$500K-50MHolly WallaceMerrill Wealth ManagementNew YorkNew York - NYC$1M$664M$1-5M$1-5MJill BobiganUBS Wealth ManagementNew YorkNew York - NYC$1M$1.3B$3-10M$2-4MSherry PaulMorgan Stanley Private Wealth ManagementNew YorkNew York - NYC$10M$568M$10-50M$5-50MMaria ColucciMerrill Wealth ManagementNew YorkNew York - NYC$1M$804M$10-200M$3-10MStacy FrancisFrancis FinancialNew YorkNew York - NYC$2M$459M$3-10M$1.5-8MSharon CunninghamMorgan Stanley Wealth ManagementNew YorkNew York - NYC$1M$965M$3.5-15M$1-3.5MAlli McCartneyUBS Private Wealth ManagementNew YorkNew York - NYC$5M$3B$15-100M$5-30MCristina PaulCerity PartnersNew YorkNew York - NYC$5M$4B$5-150M$5-150MElyssa Coleman-PolsterMerrill Wealth ManagementNew YorkNew York - NYC$1M$478M$2.5-20M$1-10MRobin ReichMerrill Wealth ManagementNew YorkNew York - NYC$1M$931M$2-10M$1-7MRobin KrasnyMorgan Stanley Private Wealth ManagementNew YorkNew York - NYC$5M$1.2B$9-22M$4.5-9MKimberley HatchettMorgan Stanley Private Wealth ManagementNew YorkNew York - NYC$5M$2.2B$25-50M$10-50MLisa WolfMorgan Stanley Wealth ManagementNew YorkNew York - NYC$15M$2.1B$50-250M$20-50MLisa SantoMorgan Stanley Wealth ManagementNew YorkNew York - NYC$1M$1.3B$5-25M$1-5MMonica JalifePinnacle AssociatesNew YorkNew York - NYC$1M$3.1B$2-30M$2-15MStephanie AcklerWells Fargo AdvisorsNew YorkNew York - NYC$1M$997M$3-15M$1.5-10MRebecca LernerMerrill Wealth ManagementNew YorkNew York - NYC$1M$902M$4-15M$2-10MEden Lopez-RoblesRBC Wealth ManagementNew YorkNew York - NYC$1M$1.4B$5-50M$1-20MKate WatersMorgan Stanley Wealth ManagementNew YorkNew York - NYC$2M$1.7B$2-7M$3-5MStefani BollagMerrill Wealth ManagementNew YorkNew York - NYC$1M$1.7B$5-15M$750K-50MLily EngelhardtMorgan Stanley Wealth ManagementNew YorkNew York - NYC$250K$425M$5-200M$1-90MLauren De SimoneMorgan Stanley Wealth ManagementNew YorkNew York - NYC$1M$459M$3-10M$2-9MBarbara RobertsMerrill Wealth ManagementNew YorkNew York - NYC$0$820M$2-12M$1-5MCrystal HoMorgan Stanley Private Wealth ManagementNew YorkNew York - NYC$5M$9.3B$15-100M$10-100MRuth BergerRJ Wealth ManagementNew YorkNew York - NYC$1M$535M$2-15M$1-20MChristina PaulMorgan Stanley Wealth ManagementNew YorkNew York - NYC$1M$545M$2-30M$1-25MEmmeline SwansonMerrill Wealth ManagementNew YorkNew York - NYC$250K$58.6B$10-500M$5-200MNicole Primack AndresMerrill Private Wealth ManagementNew YorkNew York - NYC$2.5M$999M$10-25M$10-20MBonnie RichardsUBS Private Wealth ManagementNew YorkNew York - NYC$20M$404M$20-100M$20-100MPaula SteinbergRBC Wealth ManagementNew YorkNew York - NYC$1M$1.4B$5-50M$1-20MLorayne FiorilloRaymond James & AssociatesNew YorkNew York - NYC$1M$334M$2-100M$2-15MRadhika MehtaJ.P. Morgan Wealth ManagementNew YorkNew York - NYC$5M$365M$5-10M$1-10MNicole DruryMorgan Stanley Wealth ManagementNew YorkNew York - NYC$3M$2.2B$5-50M$3-25MJacqueline BiancoUBS Private Wealth ManagementNew YorkNew York - NYC$5M$5.5B$5-75M$2.5-150MNadine WongMorgan Stanley Private Wealth ManagementNew YorkNew York - NYC$5M$514M$20-70M$10-120MJosefina AngMerrill Wealth ManagementNew YorkNew York - NYC$300K$565M$4-28M$350K-5MJessica MarshallMorgan Stanley Wealth ManagementNew YorkNew York - NYC$250K$674M$2-15M$500K-10MTomoe OdaharaMerrill Wealth ManagementNew YorkNew York - NYC$2.5M$260M$5.5-25M$3-15MHelen WongCiti Personal Wealth ManagementNew YorkNew York - NYC$200K$853M$2-12M$2-5MCatherine Peizhen WongJ.P. Morgan Wealth ManagementNew YorkNew York - NYC$100K$355M$3-15M$500K-3MMichele Landa-BrookerMorgan Stanley Wealth ManagementNew YorkNew York - NYC$10M$861M$10-100M$3-50MDiane FinnertyMorgan Stanley Wealth ManagementNew YorkNew York - NYC$5M$213M$1.5-10M$1-5MJeanne BergerJ.P. Morgan Wealth ManagementNew YorkNew York - NYC$1M$258M$2-20M$1-6MHannah WoolleyJoel IsaacsonNew YorkNew York - NYC$1M$6.4B$5-30M$3-20MAndrea Baumann LustigFischer Stralem AdvisorsNew YorkNew York - NYC$5M$568M$2-30M$400K-15MSally CaiMerrill Wealth ManagementNew YorkNew York - NYC$1M$1.8B$3-30M$1-5MMadelyn R. MillerJ.P. Morgan Wealth ManagementNew YorkNew York - NYC$3M$307M$1-250M$750K-25MVictoria ClarkUBS Wealth ManagementNew YorkNew York - NYC$750K$559M$1-20M$250K-10MHelen RothleinMorgan Stanley Wealth ManagementNew YorkNew York - NYC$5M$809M$3-50M$3-10MChristine AbbottUBS Private Wealth ManagementNew YorkNew York - NYC$250K$701M$1.5-10M$1.5-10MRegina TavaresUBS Wealth ManagementNew YorkNew York - NYC$2M$295M$5-20M$3-10MFlorina ShutinWells Fargo AdvisorsNew YorkNew York - NYC$1M$244M$3-12M$1.3-15MEmily BenderMorgan Stanley Wealth ManagementNew YorkNew York - NYC$1M$4.3B$5-20M$2-15MSuzanne AkianMorgan Stanley Wealth ManagementNew YorkNew York - NYC$2.5M$1.4B$5-15M$3-11MHaiman CaiMorgan Stanley Private Wealth ManagementNew YorkNew York - NYC$5M$1B$20-50M$5-10MKaren KurraschUBS Wealth ManagementNew YorkNew York - NYC$2.5M$265M$2.5-7M$3-7MJill HarveyWilliam BlairNew YorkNew York - NYC$0$400M$1M-1B$250K-80MRoz O'ConnorMorgan Stanley Wealth ManagementNew YorkNew York - NYC$0$985M$2-45M$1-15MSueanne SchulmanMorgan Stanley Wealth ManagementNew YorkNew York - NYC$0$234M$1-10M$500K-4MTaylor HanexMerrill Wealth ManagementNew YorkNew York - NYC$500K$272M$3.5-10M$500K-25MKathleen WilsonMerrill Wealth ManagementNew YorkNew York - NYC$250K$580M$2.5-5M$1.5-4.5MAkiko KamataMerrill Private Wealth ManagementNew YorkNew York - NYC$10M$1B$25-100M$10-35MNancy MattaUBS Wealth ManagementNew YorkNew York - NYC$2M$954M$1-30M$1-20MSusan FeitelbergMorgan Stanley Wealth ManagementNew YorkNew York - NYC$500K$356M$5-15M$1.5-5MJolie Ann CalellaMorgan Stanley Wealth ManagementNew YorkNew York - NYC$1M$200M$3.2-12M$2-5MChristina SchatzMorgan Stanley Wealth ManagementNew YorkNew York - NYC$0$883M$5-50M$5-25MWendy LamCiti Personal Wealth ManagementNew YorkNew York - NYC$200K$2.2B$1.5-1.8M$500K-1.8MAnnemarie von der GoltzJ.P. Morgan Wealth ManagementNew YorkNew York - NYC$5M$598M$1-20M$2.5-520MGalit Ben-JosephJ.P. Morgan Wealth ManagementNew YorkNew York - NYC$2M$262M$1M-5B$1-25MKristin HealyUBS Wealth ManagementNew YorkNew York - NYC$1M$244M$1.5-12M$400K-1MVanessa FrasistiUBS Wealth ManagementNew YorkNew York - NYC$3M$212M$5-10M$2-5MEve EllisWilliam BlairNew YorkNew York - NYC$3M$163M$2-15M$2-6MLouise ShimMorgan Stanley Private Wealth ManagementNew YorkNew York - NYC$2M$369M$2-50M$1-25MDana MacalusoUBS Wealth ManagementNew YorkNew York - NYC$1M$1.3B$5-35M$1.5-15MJennifer KrausUBS Wealth ManagementNew YorkNew York - NYC$1M$191M$5-20M$3-15MAlina AkchurinaCiti Personal Wealth ManagementNew YorkNew York - NYC$1M$209M$2-35M$500K-15MAlina MontesMorgan Stanley Private Wealth ManagementNew YorkNew York - NYC$5M$1.1B$3-25M$2-25MCourtney BurtonMerrill Wealth ManagementNew YorkNew York - NYC$250K$351M$2-10M$1-5MMynoon DoroMerrill Wealth ManagementNew YorkNew York - NYC$300K$400M$2.5-25M$2.5-25MCourtney LiseckiMorgan Stanley Wealth ManagementNew YorkNew York - NYC$1M$438M$5-25M$1.5-5MAmelia ProunisMerrill Wealth ManagementNew YorkNew York - NYC$500K$345M$1-65M$1-65MAnnamarie PrioloMorgan Stanley Wealth ManagementNew YorkNew York - NYC$500K$237M$2-20M$500K-50MLizzie DecarloUBS Private Wealth ManagementNew YorkNew York - NYC$10M$1.5B$15-250M$10-100MMaria Farhat TanzolaUBS Private Wealth ManagementNew YorkNew York - NYC$10M$4.5B$3-40M$5-40MElizabeth SullivanMerrill Wealth ManagementNew YorkNew York - NYC$1M$463M$5-20M$2.5-15MChristina Auriemma TotaroJ.P. Morgan Wealth ManagementNew YorkNew York - NYC$500K$439M$1-6M$400K-2.7MKim PotvinMerrill Wealth ManagementNew YorkNew York - NYC$1M$1.7B$2-100M$1-20MJen MayerJ.P. Morgan Wealth ManagementNew YorkNew York - NYC$5M$8.5B$3-50M$1-40MCaroline LaneMerrill Wealth ManagementNew YorkNew York - NYC$250K$58.6B$10-500M$5-200MKristen SignorileMorgan Stanley Wealth ManagementNew YorkNew York - NYC$500K$246M$2-10M$1-3MAnne de Louvigny StoneMerrill Wealth ManagementNew YorkNew York - NYC$250K$262M$1-10M$1-5MSeema KhannaMorgan Stanley Wealth ManagementNew YorkNew York - NYC$1M$2.9B$20-300M$20-25MAdriana BurkeMorgan Stanley Private Wealth ManagementNew YorkNew York - NYC$5M$311M$10-40M$10-30MCynthia WolffMerrill Wealth ManagementNew YorkNew York - NYC$1M$250M$1-15M$650K-7MCandice KakarNucleus AdvisorsNew YorkNew York - NYC$10M$2.7B$50-200M$10-200MLuz RosadoMerrill Wealth ManagementNew YorkNew York - NYC$500K$1.1B$3-50M$1-148MRose Mary CosioUBS Wealth ManagementNew YorkNew York - NYC$2M$172M$10-50M$5-20MNalini DharMerrill Wealth ManagementNew YorkNew York - NYC$250K$506M$5-75M$2-40MMona AndrikianMorgan Stanley Wealth ManagementNew YorkNew York - NYC$1M$481M$6-25M$6-25MMaureen McNallyJ.P. Morgan Wealth ManagementNew YorkNew York - NYC$1M$526M$5-10M$3-5MMichelle McKinnonKlingman & AssociatesNew YorkNew York - NYC$2M$3B$3-30M$2-25MJacqueline RemmenMorgan Stanley Private Wealth ManagementNew YorkNew York - NYC$10M$553M$10-50M$5-50MLeba EshaghoffUBS Wealth ManagementNew YorkNew York - NYC$500K$276M$5-25M$1-10MMary Beth SullivanMorgan Stanley Wealth ManagementNew YorkNew York - NYC$250K$1.5B$1-10M$2-10MPatricia GlassMorgan Stanley Wealth ManagementNew YorkNew York - NYC$1M$2.4B$10-100M$1-50MNancy M. HeiserUBS Wealth ManagementNew YorkNew York - NYC$500K$459M$2-5M$1.1-3MLinda SutkinWilliam BlairNew YorkNew York - NYC$0$387M$1M-1B$250K-10MJill EpsteinUBS Wealth ManagementNew YorkNew York - NYC$2M$930M$10-25M$2-20MKit JacksonJ.P. Morgan Wealth ManagementNew YorkNew York - NYC (Private Wealth)$5M$616M$7-20M$2-15MLori Van DusenLVW AdvisorsPittsfordNew York - State$10M$2B$5M-1B$1-250MGeri PellAmeriprise Financial ServicesRye BrookNew York - State$2M$1.1B$5-40M$1-10MKathy GrasmederMorgan Stanley Wealth ManagementGlens FallsNew York - State$250K$1.3B$1.5-20M$1-5MSusan NovickMerrill Wealth ManagementGarden CityNew York - State$500K$577M$2.5-12M$750K-5MNannette NoconAmeriprise Financial ServicesRochesterNew York - State$500K$850M$750K-3.5M$500K-3MShannon SaltosWilmington TrustTarrytownNew York - State$3M$23.8B$10M-1B$2-100MLee DeLorenzoUnited Asset StrategiesGarden CityNew York - State$5K$1.4B$2-10M$450K-6MSheila CromwellMorgan Stanley Wealth ManagementPurchaseNew York - State$500K$533M$4-18M$1.6-9MLisa PuntilloMorgan Stanley Wealth ManagementJerichoNew York - State$1M$433M$3-50M$1-20MLisa WalshRaymond James & AssociatesBuffaloNew York - State$3M$346M$1-3M$800K-1.5MLauren KonstantinUBS Wealth ManagementWhite PlainsNew York - State$2M$1.6B$1.5-15M$1-10MAlicia MalcolmUBS Wealth ManagementBuffaloNew York - State$1M$3.6B$1-500M$750K-250MJaime GoodmanMerrill Wealth ManagementWhite PlainsNew York - State$500K$394M$2-5M$1-3MHeather GoodbodyMerrill Private Wealth ManagementPittsfordNew York - State$5M$1B$10-250M$25-125MPatty BlackMorgan Stanley Wealth ManagementSyracuseNew York - State$500K$348M$1-20M$500K-5MDebra A. WeinerStifelWhite PlainsNew York - State$0$512M$3-6M$1.5-3MAshley LangAmeriprise Financial ServicesHauppaugeNew York - State$750K$6.2B$1-3.3M$750K-5MTheresa FlemmaBairdNew HartfordNew York - State$150K$329M$450K-1.2M$100-600KAlissa QuinnUBS Wealth ManagementAlbanyNew York - State$500K$167M$500K-2M$500K-2MKatherine MohneyMorgan Stanley Wealth ManagementBuffaloNew York - State$1M$686M$1-5M$500K-5MMelissa Riven MirabileUBS Wealth ManagementAlbanyNew York - State$1M$173M$4-22M$2.5-10MTracy DellomoUBS Wealth ManagementJerichoNew York - State$0$462M$3-15M$2-50MKasia AnthisAmeriprise Financial ServicesEast SyracuseNew York - State$100K$228M$250K-3M$200K-2.5MTeresa MarrinerRaymond James Financial ServicesSyracuseNew York - State$5K$281M$700K-1.2M$500K-1MElizabeth ThorleyThorley Wealth ManagementPittsfordNew York - State$25K$278M$1-8M$785K-3MJudith L. Werbitt (in memoriam)Merrill Wealth ManagementWhite PlainsNew York - State$1M$929M$5-20M$2-10MJacqueline CicaleMerrill Wealth ManagementWhite PlainsNew York - State$1M$960M$5-20M$2-250MJoyce StreithorstFrisch Financial GroupMelvilleNew York - State$1M$672M$1.5-7.5M$1.5-5MJacqueline KnollMerrill Wealth ManagementGreat NeckNew York - State$1M$608M$2-7M$1-4MVivian SpyropoulosJ.P. Morgan Wealth ManagementMamaroneckNew York - State$150K$401M$250K-8.5M$1-200MLaura Eliasof JimenezMerrill Wealth ManagementWhite PlainsNew York - State$350K$1B$500K-2.5M$350K-2.5MClaire FitzAmeriprise Financial ServicesHauppaugeNew York - State$750K$6.5B$1-50M$350K-10MRosemarie DiosUBS Wealth ManagementSouthamptonNew York - State$1M$541M$4-30M$1-8MPeggy ValenciaJ.P. Morgan Wealth ManagementLittle NeckNew York - State$50K$354M$500K-3M$250K-2MKimberly CawleyAmeriprise Financial ServicesCortlandNew York - State$300K$175M$500K-3M$300K-3MKerry PhelanAmeriprise Financial ServicesPoughkeepsieNew York - State$0$387M$500K-7.5M$50K-7MMaureen NovakMorgan Stanley Wealth ManagementSyracuseNew York - State$1M$758M$1-5M$700K-1.2MNatalya MuravchikJ.P. Morgan Wealth ManagementWhite PlainsNew York - State$5M$268M$2-20M$5-20MDanielle Grande-CosentinoMerrill Wealth ManagementWhite PlainsNew York - State$1M$408M$2-10M$2-20MIrene MorciglioJ.P. Morgan Wealth ManagementValley StreamNew York - State$100K$313M$500K-1.5M$250-750KCarolyn WeissMorgan Stanley Wealth ManagementMelvilleNew York - State$1M$227M$1.5-3M$750K-12MJennifer A. SeguraMorgan Stanley Wealth ManagementMelvilleNew York - State$750K$231M$2-10M$750K-6MMarilyn KeyserMorgan Stanley Wealth ManagementPurchaseNew York - State$2M$1.8B$5-10M$2-5MLinda KoszalkaWells Fargo AdvisorsMelvilleNew York - State$250K$580M$500K-30M$250K-5MHelen Minieri StacyUBS Wealth ManagementSouthamptonNew York - State$500K$214M$1.5-75M$1-25MNancy ContinoJ.P. Morgan Wealth ManagementEast MeadowNew York - State$250K$192M$150K-10M$250K-5MLauren Rosenberg-MoffittAmeriprise Financial ServicesGreat NeckNew York - State$750K$126M$350K-2.3M$250K-1.5MLisa J. KielmeyerJ.P. Morgan Wealth ManagementWoodburyNew York - State$750K$369M$1.5-8M$1-5MSandy Poon-WingMorgan Stanley Wealth ManagementMelvilleNew York - State$500K$461M$800K-5M$500K-3MMary Ellen TompkinsMerrill Wealth ManagementWhite PlainsNew York - State$250K$613M$250K-7M$1-3MKaren VerroneMerrill Wealth ManagementPittsfordNew York - State$1M$625M$1-10M$1-5MRita GaffneyMorgan Stanley Wealth ManagementPoughkeepsieNew York - State$1M$317M$1.5-5M$1.5-15MMichele SheridanBairdNew HartfordNew York - State$100K$182M$2-10M$250K-2MMary GardinerMorgan Stanley Wealth ManagementPurchaseNew York - State$1M$477M$2.5-10M$1-5MDebra FeaserAmeriprise Financial ServicesStaten IslandNew York - State$500K$232M$2-22M$1-22MMaria KatsougrakisJ.P. Morgan Wealth ManagementArdsleyNew York - State$100K$211M$1-2.5M$500K-1.5MDiane FinazzoMorgan Stanley Wealth ManagementMelvilleNew York - State$250K$4.2B$250K-10M$250K-10MRalitsa DelgadoJ.P. Morgan Wealth ManagementHastings on HudsonNew York - State$100K$191M$1-15M$250K-2MKjersten LazarRaymond James & AssociatesSomersNew York - State$0$317M$2-75M$1-52MIvy C. PetersonAmeriprise Financial ServicesHauppaugeNew York - State$100K$325M$500K-5M$250K-5MThien LeMorgan Stanley Wealth ManagementPurchaseNew York - State$1M$654M$1-50M$1-30MKatrina ConsiglioWells Fargo AdvisorsAlbanyNew York - State$1M$273M$2-10M$500K-5MMary Jo WhiteMorgan Stanley Wealth ManagementMelvilleNew York - State$1M$373M$2-500M$2-500MJennifer O'DonnellWells Fargo AdvisorsWilliamsvilleNew York - State$250K$202M$250K-2M$250K-3MLydia ProkopJ.P. Morgan Wealth ManagementHarrisonNew York - State$100K$134M$4-8M$2-2.5MAmy BrouneusRaymond James Financial ServicesCorningNew York - State$100K$615M$100K-5M$10-500KGeorgia KellyMerrill Wealth ManagementAlbanyNew York - State$0$318M$2-6M$1-3.7MMary Beth FairchildAmeriprise Financial ServicesRochesterNew York - State$100K$1.4B$1-10M$600K-2MJudith LeahyCiti Personal Wealth ManagementRyeNew York - State$500K$1.6B$3-12M$1-5MKatrina ShkolnikJ.P. Morgan Wealth ManagementBrooklynNew York - State$250K$212M$850K-3M$300K-2.5MBarbara GintyIndependent Financial ServicesKingstonNew York - State$500K$126M$500K-3M$500K-3MAndrea SchwarzMorgan Stanley Wealth ManagementGarden CityNew York - State$1M$2.2B$7-25M$600K-4MLizbeth LindleyEdward JonesHuntingtonNew York - State$750K$193M$1.4-9M$750K-7MSusan PreslierMerrill Wealth ManagementBaysideNew York - State$250K$289M$2.5-20M$1.5-5.7MDebra P. StokesMorgan Stanley Wealth ManagementPurchaseNew York - State$500K$154M$5-18M$2-10MLisa GermainMerrill Wealth ManagementSyracuseNew York - State$250K$159M$1.5-10M$2.5-5MRavit KayeMerrill Wealth ManagementLynbrookNew York - State$750K$239M$2-20M$1-12MSuzanne WalshStifelHauppaugeNew York - State$0$272M$1-4M$250K-2MAmanda BarclayMerrill Wealth ManagementGreat NeckNew York - State$500K$232M$8-40M$1-8MFrann ZiskinMorgan Stanley Wealth ManagementGarden CityNew York - State$250K$351M$2-6M$1-4MKim HoffmanEdward JonesWilsonNorth Carolina$1M$610M$1.5-5M$1-3.5MJoy KenefickWells Fargo AdvisorsCharlotteNorth Carolina$1M$759M$7-12M$4-10MMarcia TillotsonWells Fargo AdvisorsCharlotteNorth Carolina$1M$759M$7-12M$4-10MBritt ByerleyMerrill Wealth ManagementCharlotteNorth Carolina$1M$442M$3-30M$2-5MSusanna RobinsonRaymond James Financial ServicesRaleighNorth Carolina$600K$373M$100K-20M$100K-5MMagay ShepardStifelCharlotteNorth Carolina$750K$442M$1.5-5M$1-4MCindy CorbettMorgan Stanley Wealth ManagementChapel HillNorth Carolina$0$904M$750K-4M$500K-5MPamela RigsbyPursuit Wealth Strategies/Raymond JamesRaleighNorth Carolina$750K$320M$1.5-15M$1.5-5MEllen RankinUBS Wealth ManagementCharlotteNorth Carolina$250K$1.1B$3-10M$1-7MDiane SullivanMerrill Wealth ManagementCharlotteNorth Carolina$300K$329M$1.5-6M$1-5MStephanie BassWells Fargo AdvisorsRaleighNorth Carolina$1M$575M$3-10M$2-5MJulie KellyEdward JonesDurhamNorth Carolina$500K$388M$2-15M$1.3-8MEileen StonerMorgan Stanley Wealth ManagementCorneliusNorth Carolina$150K$337M$400K-1M$200K-1MNora BuscemaMorgan Stanley Wealth ManagementCharlotteNorth Carolina$2.5M$1.5B$4-50M$2.5M-1.5BMelissa CombsWells Fargo AdvisorsWinston SalemNorth Carolina$1M$882M$8-25M$3-20MKathleen MaloneWells Fargo AdvisorsCharlotteNorth Carolina$4M$2.8B$8-15M$7-10MMelanie RegnerMorgan Stanley Wealth ManagementRaleighNorth Carolina$850K$761M$2-8M$750K-4MMichelle AlberdaAmeriprise Financial ServicesCarolina BeachNorth Carolina$2M$354M$3-8M$2-3.5MSarah SchweppeWells Fargo AdvisorsCharlotteNorth Carolina$1M$377M$1-10M$1-20MJennifer TorreyAltius Wealth | Northwestern Mutual Wealth ManagementRaleighNorth Carolina$250K$305M$3M$500K-2.5MEmily PromiseBlakely FinancialHigh PointNorth Carolina$1M$564M$1-5M$550K-5MLaura BerraWells Fargo AdvisorsRaleighNorth Carolina$500K$646M$2-30M$500K-10MPatty CollieMorgan Stanley Wealth ManagementFayettevilleNorth Carolina$3M$1B$5-20M$1-9MDelynn AlexanderAria Financial Services | Northwestern Mutual Wealth ManagementDurhamNorth Carolina$1M$285M$2-5M$1-2.5MMary Jo WalterEdward JonesLumbertonNorth Carolina$0$250M$875K-2.5M$650K-1.5MSherry HuntAmeriprise Financial ServicesGreensboroNorth Carolina$500K$626M$150K-1.8M$100K-7MJennifer Schoonmaker-DaschEdward JonesLexingtonNorth Carolina$250K$248M$750K-10M$250K-5MApril OliverAmeriprise Financial ServicesCharlotteNorth Carolina$0$400M$1.5-6M$500K-5MCrystal DempseyEdward JonesGarnerNorth Carolina$450K$153M$700K-6M$650K-5MLaura WebbRaymond James Financial ServicesAshevilleNorth Carolina$1M$160M$1-10M$600K-3MJacqueline FishLifeWorth Financial | Northwestern Mutual Wealth ManagementCharlotteNorth Carolina$500K$232M$2-20M$2-10MBriana Beanland CampionMerrill Wealth ManagementRaleighNorth Carolina$1M$441M$3-10M$1-5MJennifer BellMerrill Wealth ManagementRaleighNorth Carolina$1M$685M$4-10M$2-9MKaren KahnTruist BankGreensboroNorth Carolina$5M$1.2B$5-150M$5-100MSusan BrownWells Fargo AdvisorsCharlotteNorth Carolina$1M$189M$2-16M$100K-16MNicole FerrellMerrill Wealth ManagementAshevilleNorth Carolina$250K$601M$5-10M$2-5MBarbara HuffmanWells Fargo AdvisorsCharlotteNorth Carolina$500K$298M$3-10M$3-7MStuart Richards PfeiferMorgan Stanley Wealth ManagementCharlotteNorth Carolina$1M$172M$1-5M$500K-3MJoBeth SouzaMerrill Wealth ManagementWinston SalemNorth Carolina$750K$448M$2-10M$1-8MLisa PremoMerrill Private Wealth ManagementCharlotteNorth Carolina$250K$987M$2-10M$1-5MKatie GoforthEdward JonesNewtonNorth Carolina$0$160M$750K-3.5M$450K-2MMary DuffmanMerrill Wealth ManagementRaleighNorth Carolina$1M$567M$1-8M$1-3MKristin McCarthyMorgan Stanley Wealth ManagementFayettevilleNorth Carolina$1M$477M$1-20M$3-20MLeigh KempfMerrill Wealth ManagementChapel HillNorth Carolina$250K$388M$1-10M$1-3MBeth DealAmeriprise Financial ServicesHickoryNorth Carolina$100K$127M$350K-3.5M$150K-2MPaisley Dennehy WesselBairdRaleighNorth Carolina$1M$155M$10-20M$5-15MCandace ReyWells Fargo AdvisorsBurlingtonNorth Carolina$250K$175M$750K-11M$580K-9MElizabeth AsbillEdward JonesCaryNorth Carolina$0$152M$750K-4M$500-750KCheri WhiteWells Fargo AdvisorsChapel HillNorth Carolina$500K$650M$850K-5B$350K-2MMelissa PriceWells Fargo AdvisorsChapel HillNorth Carolina$500K$650M$850K-5M$350K-2MCandace ClineUBS Wealth ManagementCharlotteNorth Carolina$2M$276M$3-50M$2.1-20MShelley BennettMorgan Stanley Wealth ManagementRaleighNorth Carolina$1M$1.4B$3-15M$1.5-10MAngie McCarthyAmeriprise Financial ServicesFargoNorth Dakota$50K$226M$500K-5M$250K-2.5MDeanne GierkeEdward JonesBeulahNorth Dakota$0$151M$500K-8M$100K-3MElizabeth ArmitageMerrill Wealth ManagementCincinnatiOhio$1M$1.5B$2-10M$1-5MKaren BreedUBS Wealth ManagementCincinnatiOhio$0$1.6B$2.5-15M$500K-50MTiffany KellnerUBS Wealth ManagementMiamisburgOhio$1M$1.6B$1-10M$1-10MLisa HoweKatterhenry Investment GroupTroyOhio$250K$1.3B$1-5M$500K-2MKelly WittichUBS Wealth ManagementCincinnatiOhio$2M$3.4B$3-30M$2-20MJackie KunkelUBS Wealth ManagementCincinnatiOhio$2M$2.5B$3-7.5M$2.5-9MAudrey TuckermanMerrill Private Wealth ManagementColumbusOhio$2.5M$4.5B$10-75M$7-50MLoran AnsberryUBS Wealth ManagementHudsonOhio$3M$784M$2-10M$2.5-5MSandy AdamMerrill Wealth ManagementToledoOhio$250K$1.3B$1.5-6.5M$1-5MAnn LutzUBS Wealth ManagementClevelandOhio$1M$1.5B$5-20M$2-15MDeborah GravesUBS Wealth ManagementHudsonOhio$250K$447M$1-9M$1.3-10MAnnie ZhangAmeriprise Financial ServicesAkronOhio$500K$192M$1-8M$500K-6MWendy Lamberg GreeleyMerrill Wealth ManagementToledoOhio$500K$379M$2.5-20M$1.5-17MMaryAnn PietromonacoMorgan Stanley Wealth ManagementCincinnatiOhio$500K$524M$2.2-5.5M$1-3MCherie TurnwaldJ.P. Morgan Wealth ManagementLimaOhio$100K$271M$600K-4.5M$300K-2.3MDanielle SielschottEdward JonesSidneyOhio$1M$312M$775K-11M$750K-10MSheri LucasRaymond James Financial ServicesCincinnatiOhio$500K$251M$1-5M$500K-1.5MThanh PhamMorgan Stanley Wealth ManagementCincinnatiOhio$500K$995M$2-8M$1-5MKristin FishbaughMariner Wealth AdvisorsCincinnatiOhio$0$321M$1.5-12M$1.7-7.2MKimberly Haws FalascoBairdAkronOhio$1M$275M$1.5-7M$1-5MJessica SimpsonAmeriprise Financial ServicesColumbusOhio$100K$2.6B$700K-7.5M$662-993KNancy LeizmanLeizman Wealth Management of Raymond JamesBeachwoodOhio$1M$514M$6-100M$5-55MCary HanosekMerrill Wealth ManagementColumbusOhio$500K$1.8B$2-10M$1-5MChristine M. WeidigJ.P. Morgan Wealth ManagementChardonOhio$1M$276M$1.5-10M$400K-2.2MShawna Farnol BumpusMorgan Stanley Wealth ManagementPerrysburgOhio$300K$166M$2-4M$1-6MJanie EmrickJ.P. Morgan Wealth ManagementFindlayOhio$50K$223M$500-800K$400-850KClare Fildes-SchwemleinJanney Montgomery ScottChillicotheOhio$0$602M$1-10M$250K-2MRachael C. HolmAmeriprise Financial ServicesColumbusOhio$750K$375M$2-7.5M$551K-5MVictoria HaywardMorgan Stanley Wealth ManagementColumbusOhio$1M$261M$5-50M$2-20MAntoinette SeymourMorgan Stanley Wealth ManagementCantonOhio$750K$398M$3-25M$1.4-2MMackenzie Marshall-FlynnThe Marshall Flynn Financial GroupHudsonOhio$75K$190M$100K-10M$250K-3MLeigh GageStifelCincinnatiOhio$3M$1.1B$3-10M$2-8MMaggie VagleEdward JonesCincinnatiOhio$500K$166M$750K-6M$250K-5MRachel BeckMorgan Stanley Wealth ManagementDublinOhio$500K$591M$1-10M$2-10MDonna LynnJ.P. Morgan Wealth ManagementCincinnatiOhio$100K$158M$500K-2M$150K-1MTerri RubinsMerrill Wealth ManagementMiamisburgOhio$250K$376M$1.5-5.5M$1-5MSara MankinsEdward JonesMount VernonOhio$100K$387M$400K-3M$275K-1.9MHanna Luburgh-AginMerrill Wealth ManagementZanesvilleOhio$250K$1B$1-15M$750K-10MKathleen LachMorgan Stanley Wealth ManagementDublinOhio$1M$200M$2-10M$1-10MStephanie McCurdyUBS Wealth ManagementColumbusOhio$1M$1.8B$2.5-10M$1-5MLis McNealey DaviesThe Arlington Group Investment ConsultingColumbusOhio$500K$265M$1-5M$1-3MAmy EllisMerrill Wealth ManagementColumbusOhio$250K$267M$2-9M$1.5-3.5MKatie SolveskyMerrill Wealth ManagementCanfieldOhio$250K$1.8B$3-35M$1-25MNatalie LaricciaMerrill Wealth ManagementCanfieldOhio$500K$1.8B$3-35M$4-25MMaura HolowchakRaymond James & AssociatesColumbusOhio$500K$388M$1-5M$500K-3MPaige HenryRiegel FinancialKetteringOhio$500K$373M$500K-15M$500K-8MNicole EdwardsMorgan Stanley Wealth ManagementColumbusOhio$100K$1.2B$100K-10M$500K-5MAntha PoleondakisMerrill Wealth ManagementCantonOhio$250K$643M$1.5-5M$1-5MKelly BramelMerrill Wealth ManagementMiamisburgOhio$250K$1.1B$250K-13M$250K-13MKim CowgillEdward JonesOrrvilleOhio$500K$235M$500K-15M$350K-6.1MCynthia YangReturn on Life Wealth PartnersClevelandOhio$1M$320M$1.5-25M$850K-4MMary ByersJ.P. Morgan Wealth ManagementGahannaOhio$50K$162M$250K-30M$150K-10MRobin McCallMorgan Stanley Wealth ManagementBeavercreekOhio$500K$334M$1.5-5M$500K-1MJana ShouldersMariner Wealth AdvisorsTulsaOklahoma$0$1.7B$4-20M$501K-5.3MHeather RobisonRaymond James Financial ServicesBartlesvilleOklahoma$1M$369M$3-15M$3.5-6MEmily CaryMorgan Stanley Wealth ManagementTulsaOklahoma$500K$753M$1-8M$2-10MCandace HobbsEdward JonesEdmondOklahoma$0$314M$500K-3M$25-750KElizabeth CarsonMorgan Stanley Wealth ManagementTulsaOklahoma$500K$1B$3.5-10M$2-4MMelinda BrewerMorgan Stanley Wealth ManagementOklahoma CityOklahoma$250K$983M$2.5-10M$500K-5MMary MadduxEdward JonesPonca CityOklahoma$250K$411M$1-5M$500K-3MLisa Zaidle ClarkMorgan Stanley Wealth ManagementTulsaOklahoma$1M$1.1B$5-30M$1-15MAmy CadyWells Fargo AdvisorsBartlesvilleOklahoma$500K$342M$1-5M$500K-5MBarbara HessMorgan Stanley Wealth ManagementTulsaOklahoma$0$782M$1-6M$1-6MKatie BartmannEdward JonesWeatherfordOklahoma$250K$540M$425K-5M$5K-1MKaty StephensMerrill Wealth ManagementTulsaOklahoma$250K$2.7B$2-8M$450K-3MDebra LoganWells Fargo AdvisorsOklahoma CityOklahoma$100K$313M$500K-25M$250K-5MShelley SandersAuric Road Wealth ManagementOklahoma CityOklahoma$0$218M$1-10M$400K-5MJenee ListerMerrill Wealth ManagementOklahoma CityOklahoma$2M$546M$2-10M$2-25MRebecca DeCesaroJ.P. Morgan Wealth ManagementPortlandOregon$5M$2.3B$5-12.5M$3-30MJulia CarlsonFinancial Freedom Wealth Management Group/LPLNewportOregon$0$442M$1-5M$500K-1.2MAnnie EtchegoyhenMerrill Private Wealth ManagementBendOregon$2.5M$913M$5-20M$5-15MKris SaltAmeriprise Financial ServicesPortlandOregon$1M$282M$2-5M$283K-1.9MKimberlee BouskaAddison Avenue Investment Services/Raymond JamesBeavertonOregon$300K$257M$800K-3M$600K-2MAimee ButlerMerriman Wealth ManagementEugeneOregon$500K$3.6B$1-5M$1-5MTonya NicholsRBC Wealth ManagementPortlandOregon$750K$224M$1-15M$800K-5MKelly Kilkenny HaleRBC Wealth ManagementPortlandOregon$0$764M$1-3M$1-10MAmy SpurrMerrill Wealth ManagementPortlandOregon$500K$489M$2.5-40M$2-30MChristina PriceEdward JonesGreshamOregon$500K$181M$1.5-4.1M$690K-4MKristy MottaConsolidated Financial ManagementBeavertonOregon$500K$260M$2-20M$1-10MSara WallaceMorgan Stanley Wealth ManagementSalemOregon$1M$222M$1-6M$500K-5MLaura DixLPL FinancialWoodburnOregon$1K$245M$1-7M$500-950KBethany AbelnEdward JonesMcMinnvilleOregon$0$261M$400K-4M$350K-2.1MWendy TheetgeMerrill Wealth ManagementLake OswegoOregon$250K$207M$1-15M$600K-13MSusie CookWells Fargo AdvisorsCorvallisOregon$1M$157M$5-15M$1-10MKristen DanekMerrill Wealth ManagementSalemOregon$250K$982M$1-5M$250K-3MJane DrewWells Fargo AdvisorsPortlandOregon$1M$553M$1-150M$1-22MKasha McLemoreAddison Avenue Investment Services/Raymond JamesBeavertonOregon$250K$164M$750K-2M$250-990KHolly McNeilEdward JonesTigardOregon$0$199M$750K-4M$500K-3MHannah ForneyJ.P. Morgan Wealth ManagementPortlandOregon$750K$2.1B$1-5M$2-7MPatti BrennanKey FinancialWest ChesterPennsylvania$0$1.8B$2-130M$2-37MJohanna WaltersMerrill Wealth ManagementBlue BellPennsylvania$10M$6B$10-25M$5-100MVirgil KahlSpring Ridge Financial GroupWyomissingPennsylvania$500K$1.1B$2-5M$1-5MMegan BaileyMerrill Wealth ManagementBlue BellPennsylvania$2M$6B$25-750M$2-10MLisa PolicareAmeriprise Financial ServicesNew HopePennsylvania$1M$785M$2-12M$500K-13MMary EvansRaymond James Financial ServicesEmmausPennsylvania$200K$382M$1-10M$965K-3.1MKimberly St. PierreAmeriprise Financial ServicesPlymouth MeetingPennsylvania$500K$976M$1-5M$500K-3MJennifer HaggertyMerrill Private Wealth ManagementPittsburghPennsylvania$10M$2.1B$20-50M$15-40MKatie LarsenMerrill Wealth ManagementSewickleyPennsylvania$1M$857M$3.5-8.5M$1.7-7.5MChristine Baker-ShuckAmeriprise Financial ServicesHuntingdonPennsylvania$0$405M$150K-1.5M$10-750KKaren RobbinsUBS Wealth ManagementNewtownPennsylvania$1M$1.2B$3.5-7.5M$1.5-10MCarrie CoghillCoghill Investment StrategiesPittsburghPennsylvania$1M$459M$5-20M$1-10MAli SwartWaldron Private WealthBridgevillePennsylvania$5M$3.8B$7-100M$5-75MBarbara HudockHudock Capital GroupWilliamsportPennsylvania$1M$703M$500K-3M$1-3MFern SchwartzMerrill Wealth ManagementPittsburghPennsylvania$1.5M$422M$2-10M$1-6.5MMary Jo HarperMerrill Wealth ManagementExtonPennsylvania$850K$368M$2-6M$1.5-5MRachel CohenMorgan Stanley Wealth ManagementWest ConshohockenPennsylvania$1M$401M$2-20M$1-15MJenna PooreMorgan Stanley Wealth ManagementWyomissingPennsylvania$250K$382M$500K-5M$250K-5MDawn DupreJanney Montgomery ScottBerwynPennsylvania$1M$426M$2-30M$2-5MKaterina Simonetti BakhMorgan Stanley Private Wealth ManagementWest ConshohockenPennsylvania$5M$682M$10-100M$5-65MGail CostaMerrill Wealth ManagementSewickleyPennsylvania$750K$524M$1.5-5M$750K-3.5MDanielle PageRaymond James & AssociatesJenkintownPennsylvania$250K$272M$4-12M$5-6MDeborah A. SullivanRBC Wealth ManagementCanonsburgPennsylvania$1M$264M$1.5-15M$1-10MRosalie HunterMerrill Private Wealth ManagementPhiladelphiaPennsylvania$5M$1.5B$10-50M$10-50MAlison DorsmanBrandywine Oak Private WealthKennett SquarePennsylvania$1.7M$1.5B$2.2-100M$1.2-60MKaren GrebMerrill Wealth ManagementPittsburghPennsylvania$1M$376M$2-7.5M$2-20MAmy Braun-BostichBraun-Bostich & AssociatesCanonsburgPennsylvania$1M$202M$1-20M$500K-11MCourtney CusterWells Fargo AdvisorsJohnstownPennsylvania$500K$364M$750K-2.5M$600K-2.3MKate StarkeyKooman & AssociatesAltoonaPennsylvania$1M$358M$2-50M$2-8MPamela GoodmanMerrill Wealth ManagementBala CynwydPennsylvania$250K$1B$1.6-25M$1.2-5MElise YandersMerrill Wealth ManagementPittsburghPennsylvania$500K$252M$1-25M$1-10MBinnie FooterJanney Montgomery ScottBlue BellPennsylvania$250K$261M$2.5-25M$1-10MKelly LightMorgan Stanley Wealth ManagementCamp HillPennsylvania$500K$1B$800K-3M$800K-3MMaria ShieldsAmeriprise Financial ServicesKing of PrussiaPennsylvania$500K$962M$1.5-3M$750K-2MLori HagyMorgan Stanley Wealth ManagementLancasterPennsylvania$300K$736M$2.7-6M$875K-5.7MAlicja PlonskaMorgan Stanley Wealth ManagementYardleyPennsylvania$250K$241M$5-10M$3-10MLacey YorkStifelBeaverPennsylvania$250K$204M$1-3M$500K-1MAmy VillaniJanney Montgomery ScottBethlehemPennsylvania$500K$504M$1-3M$200K-2MHelen Sims DuerrMerrill Private Wealth ManagementPittsburghPennsylvania$10M$2B$15-50M$15-40MEmily HepburnMerrill Wealth ManagementPhiladelphiaPennsylvania$250K$171M$1-6M$2-6MJane ShipeMorgan Stanley Wealth ManagementLancasterPennsylvania$500K$592M$1-8M$1-8MJay F. MastilakStifelPittsburghPennsylvania$500K$213M$1.5-4M$500K-10MDeborah MurphyUBS Wealth ManagementEriePennsylvania$250K$499M$500K-20M$250K-16MDana HerrMerrill Wealth ManagementLancasterPennsylvania$250K$344M$1-6M$500K-5MPari Hashemi MaguraWells Fargo AdvisorsConshohockenPennsylvania$1M$427M$2-15M$1-14MKelly RindockRaymond James & AssociatesAllentownPennsylvania$50K$237M$500K-5M$250K-3MJennifer SuscoUBS Wealth ManagementPittsburghPennsylvania$3M$761M$5-15M$3-20MJulie KnightJanney Montgomery ScottAllentownPennsylvania$100K$823M$200K-2M$300K-1.5MJennifer GuarinoWells Fargo AdvisorsRadnorPennsylvania$1M$2.8B$5-100M$6-50MSharon SteinerMerrill Wealth ManagementCamp HillPennsylvania$250K$375M$1-20M$565K-4.4MMichelle KishMerrill Wealth ManagementPittsburghPennsylvania$250K$430M$350K-50M$250K-33MSandra CarusoMorgan Stanley Wealth ManagementSewickleyPennsylvania$500K$478M$750K-2M$500K-1.1MNina IngulliAmeriprise Financial ServicesLanghornePennsylvania$100K$172M$500K-5M$250K-5MLorrie Garber RiggsJanney Montgomery ScottYardleyPennsylvania$0$490M$250K-10M$250K-10MAmy BrantzMerrill Wealth ManagementJenkintownPennsylvania$250K$600M$2-7M$1.5-6MChris Barnish-ZusinMerrill Wealth ManagementDoylestownPennsylvania$300K$202M$1-5M$750K-3MAndrea RobertsonJanney Montgomery ScottSewickleyPennsylvania$250K$201M$1-5M$1-3MMelanie Velez SuarezMerrill Wealth ManagementGuaynaboU.S. Territories$500K$1.1B$2-100M$1-80MEdye De MarcoMerrill Wealth ManagementProvidenceRhode Island$2.5M$1.4B$5-50M$3-50MDenise RobertsMorgan Stanley Wealth ManagementNewportRhode Island$1M$757M$2-10M$850K-7.5MMaureen KerriganRBC Wealth ManagementProvidenceRhode Island$1M$376M$1.7-10M$750K-2MLori SloperMerrill Wealth ManagementProvidenceRhode Island$250K$534M$3-11M$3-5MIrene BockMerrill Wealth ManagementProvidenceRhode Island$1M$765M$5-10M$1-5MMarisa PollardMorgan Stanley Wealth ManagementProvidenceRhode Island$2M$1B$2-25M$1-7MTricia O'NeilRaymond James & AssociatesProvidenceRhode Island$1M$521M$3-20M$2-10MHeather KendraAmeriprise Financial ServicesCranstonRhode Island$0$295M$500K-5M$250K-2.5MPatricia CraddockMorgan Stanley Wealth ManagementProvidenceRhode Island$1M$260M$2.5-12M$250K-35MAshley Abbate MacksoudMerrill Wealth ManagementProvidenceRhode Island$750K$485M$1-2.5M$750K-3.5MKara MuselerUBS Wealth ManagementNewportRhode Island$2M$700M$3-50M$1-25MAngie ThamesWells Fargo AdvisorsColumbiaSouth Carolina$500K$318M$1-5M$500K-2MCarolyn HashRaymond James & AssociatesMount PleasantSouth Carolina$1M$395M$1-10M$300K-4MSarah ReedEdward JonesBlufftonSouth Carolina$1M$284M$1.5-10M$1-3MBeth Jeter HrubalaRaymond James Financial ServicesSpartanburgSouth Carolina$500K$237M$1-10M$500K-5MMichele HuddlestonAmeriprise Financial ServicesGreenvilleSouth Carolina$0$215M$500K-5M$100K-9.4MLaura H. ClarkMerrill Wealth ManagementMount PleasantSouth Carolina$0$382M$2.5-20M$750K-5MWendy BrewerWells Fargo AdvisorsCharlestonSouth Carolina$5M$2.5B$15-40M$1-30MLaura BlantonWells Fargo AdvisorsGreenvilleSouth Carolina$500K$255M$1-20M$1-10MMary Helen Condon MooreMerrill Wealth ManagementMount PleasantSouth Carolina$250K$413M$2-7M$500K-5MHarlie GarciaWells Fargo AdvisorsCharlestonSouth Carolina$250K$2.1B$1-10M$2.5-100MDanielle SollecitoWells Fargo AdvisorsNorth Myrtle BeachSouth Carolina$1M$155M$300K-1.3M$300K-1.3MLarkin WatsonAmeriprise Financial ServicesGreenvilleSouth Carolina$100K$585M$500K-5M$250K-3MMary SterkSterk Financial ServicesDakota DunesSouth Dakota$250K$552M$750K-15M$400K-7MKelly Rae HaskellEdward JonesAberdeenSouth Dakota$500K$397M$2-10M$400K-9MRobyn JensenAmeriprise Financial ServicesBrookingsSouth Dakota$100K$3.9B$500K-10M$350K-5MLori KellerRBC Wealth ManagementRapid CitySouth Dakota$500K$1.4B$1-3M$400K-1.7MRenee BruggemanMerrill Wealth ManagementSioux FallsSouth Dakota$300K$200M$1-8M$300K-4.5MNancy CarlsonProfessional Financial ServicesSioux FallsSouth Dakota$1K$203M$500K-5M$175K-1.2MChristi EdwardsMorgan Stanley Wealth ManagementNashvilleTennessee$500K$1.6B$1-15M$500K-8MJana Lisle ParhamUBS Private Wealth ManagementNashvilleTennessee$2M$714M$2-30M$2-30MKelly BoltonMerrill Wealth ManagementGermantownTennessee$1M$663M$3-40M$1.8-25MRebecca Loyd-FrazierMerrill Wealth ManagementKingsportTennessee$250K$532M$1.2-24M$1-24MCarla F. DoninaUBS Wealth ManagementChattanoogaTennessee$2M$532M$1.5-8.5M$1-7MBrenda VandersliceUBS Wealth ManagementMemphisTennessee$2M$490M$3.2-13.5M$2.5-9.5MMitzi MichaelsonMerrill Wealth ManagementBrentwoodTennessee$250K$453M$3-12M$1-6MMimi WallaceUBS Wealth ManagementNashvilleTennessee$1M$997M$4-6M$2-10MCaren Poletti WilliamsMorgan Stanley Wealth ManagementNashvilleTennessee$1M$1B$1-10M$500K-5MMolly CloudMorgan Stanley Wealth ManagementFranklinTennessee$1M$916M$2-50M$1-50MLiz PoplinMerrill Wealth ManagementFranklinTennessee$1M$1.5B$10-20M$2-10MJody RiggsAmeriprise Financial ServicesChattanoogaTennessee$250K$402M$450K-2.5M$266K-1.8MBecky BridgmonMorgan Stanley Wealth ManagementMemphisTennessee$500K$564M$4-15M$1-5MLechelle MooreUBS Wealth ManagementNashvilleTennessee$1M$477M$3-10M$1-22MKeri Ticer GageUBS Wealth ManagementMemphisTennessee$1.5M$663M$5-20M$2-10MLindsey Donovan RheaAlia Wealth PartnersGermantownTennessee$500K$325M$3-10M$1-5MJennifer HamptonEdward JonesMartinTennessee$200K$301M$500K-2M$490-750KLeanne ScullThe Avenue Wealth Management Memphis/Raymond JamesMemphisTennessee$250K$266M$2-20M$1-12MBetsy GibsonRaymond James & AssociatesChattanoogaTennessee$500K$278M$1-12M$400K-10MStacey HydeEnvision Financial PlanningMemphisTennessee$500K$224M$1-4M$750K-2.5MJennifer SextonAmeriprise Financial ServicesMurfreesboroTennessee$500K$198M$500K-13.9M$250K-2MLiz WilsonRockefeller Capital ManagementFranklinTennessee$5M$174M$2-6M$1-6MLynne HenningRaymond James Financial ServicesJacksonTennessee$0$958M$100K-25M$50K-10MChristy SmithWells Fargo AdvisorsBrentwoodTennessee$1M$141M$1-15M$400K-10MChristine CooperMorgan Stanley Wealth ManagementKingsportTennessee$1M$1.4B$2-5M$1-5MKate EilandWells Fargo AdvisorsBrentwoodTennessee$500K$262M$2-5M$861K-1.7MJoni AbalosMerrill Wealth ManagementHoustonTexas$250K$1.7B$2-6.5M$1-6MMelinda JohnstonMerrill Wealth ManagementFort WorthTexas$250K$1.2B$3-10M$3-10MGail UtterWells Fargo AdvisorsShermanTexas$1M$762M$3-10M$1.5-5MJennifer MarcontellAmeriprise Financial ServicesMont BelvieuTexas$0$1.4B$2.2-4M$2-3.3MAlexandra BrowneLido AdvisorsDallasTexas$1M$17.2B$5-50M$5-10MLiz LockwoodUBS Wealth ManagementHoustonTexas$5M$3.1B$20-75M$15-50MAudree BegayAmeriprise Financial ServicesHoustonTexas$2M$1.3B$3-38M$2-15MDodee CrockettMerrill Wealth ManagementDallasTexas$2M$604M$5-50M$2-20MSherry VerburgtUBS Wealth ManagementHoustonTexas$1M$1.2B$1.5-3M$1.2-3MRyan MathesSchroeder Wealth AdvisorsThe WoodlandsTexas$0$734M$1-52M$500K-25MTiffany Mock BriggsMerrill Wealth ManagementSan AntonioTexas$500K$610M$1-10M$750K-35MMonica SipesExencial Wealth AdvisorsPlanoTexas$2M$454M$3-20M$2-20MSallie BehnkeMorgan Stanley Wealth ManagementDallasTexas$1M$2.3B$10-80M$2-50MMalia MoralesMerrill Private Wealth ManagementHoustonTexas$10M$3.2B$10-300M$50-200MCarla ThompsonUBS Wealth ManagementFort WorthTexas$1M$2.6B$5-100M$5-50MElizabeth Flavin CrawfordSendero Wealth ManagementSan AntonioTexas$1M$5B$20-70M$10-40MSuzanne WheelerMariner Wealth AdvisorsAmarilloTexas$0$441M$500K-6M$1.2-6.2ME. Kim DignumDignum Financial PartnersFort WorthTexas$500K$319M$1-12M$900K-10MJulie KasbergUBS Wealth ManagementSan AngeloTexas$250K$740M$750K-20M$500K-5MCarol JohnstonUBS Wealth ManagementSan AntonioTexas$1M$243M$2.5-15M$2-25MWhitney RandolphUBS Private Wealth ManagementHoustonTexas$10M$835M$10-150M$4-100MLisa BordelonRaymond James Financial ServicesDallasTexas$500K$262M$2-7M$1-3MShelley WatersUBS Wealth ManagementThe WoodlandsTexas$1M$187M$1-35M$1-13MMichelle GrahamMerrill Wealth ManagementAustinTexas$1M$365M$3-15M$2-7MDebra TaggBFS Advisory GroupDallasTexas$1M$270M$2-20M$2-10MAmber SealeSeale Wealth Management of Raymond JamesDallasTexas$5M$314M$5-120M$3-15MJessica JonesEdward JonesThe WoodlandsTexas$0$232M$2-10M$500K-1MNora CastroAmeriprise Financial ServicesAustinTexas$500K$284M$1-5M$700K-5MJulie BarbourMorgan Stanley Wealth ManagementDallasTexas$2M$494M$2-10M$2-10MDusti CalanderAmeriprise Financial ServicesMcKinneyTexas$500K$157M$1.1-6M$761K-5MJan ClementsMorgan Stanley Wealth ManagementDallasTexas$1M$1.9B$5-10M$2-10MMonica WoodwardMorgan Stanley Wealth ManagementHoustonTexas$2M$542M$2.5-25M$1-12MWendy BuchananBuchanan Wealth ManagementTylerTexas$10K$445M$500K-5M$250K-3MDeborah FederickAmeriprise Financial ServicesFriscoTexas$750K$207M$800K-4M$585K-3MJennifer SampsonUBS Wealth ManagementTylerTexas$1M$552M$6-10M$2-6MMelissa WhitakerUBS Wealth ManagementAustinTexas$1M$1B$3-8M$1-5MCecilia GarciaAmeriprise Financial ServicesHoustonTexas$1M$1.3B$1-10M$1-7MJohnna FullenMerrill Wealth ManagementTylerTexas$1M$1.7B$2-5M$1.5-4.5MStaci GeorgeEdward JonesAustinTexas$0$240M$800K-4M$700K-2MChris CopelandMerrill Wealth ManagementHoustonTexas$1M$323M$2-41M$1-3.7MSherre BarberJ.P. Morgan Wealth ManagementDallasTexas$500K$667M$300K-14M$200K-1.8MStephanie HarrisS. Harris Financial Group/Raymond JamesSan AntonioTexas$250K$290M$1-20M$1-10MLori SiegelCentrix Wealth Partners/Raymond JamesHoustonTexas$2M$369M$2.5-20M$2-30MHolli TerryRBC Wealth ManagementFriscoTexas$500K$429M$1-15M$250K-10MJennifer W. IbarguenAmeriprise Financial ServicesPlanoTexas$250K$378M$1-10M$700K-10MMargaret CapehartAmeriprise Financial ServicesArlingtonTexas$1M$6.5B$1-5M$500K-3MMorgan NicholsAmeriprise Financial ServicesGrapevineTexas$5K$261M$700K-8M$500K-6.5MNena BrackettUBS Wealth ManagementHoustonTexas$500K$525M$2-70M$2-30MLisa ThomasMerrill Wealth ManagementAustinTexas$250K$222M$2.5-15M$1-10MKristin YoungAmeriprise Financial ServicesThe WoodlandsTexas$500K$312M$1-8M$500K-5MMyrteel WardGraystone Consulting from Morgan StanleySan AntonioTexas$5M$4.7B$25M-1B$5-50MSonja BlumoffMerrill Wealth ManagementDallasTexas$500K$548M$4-13M$3-10MBecca BrocatoMerrill Wealth ManagementAustinTexas$1M$992M$1-10M$1-10MCheri MeasomRaymond James Financial ServicesNorth Richland HillsTexas$500K$255M$2-8M$1-3MPatricia WenzelMerrill Wealth ManagementHoustonTexas$500K$1.5B$750K-5M$300K-5MLisa ForsytheJ.P. Morgan Wealth ManagementHoustonTexas$250K$276M$1-15M$1-15MDonna WaltonRaymond James & AssociatesNacogdochesTexas$250K$542M$500K-5M$250-750KLisanne GlewUBS Wealth ManagementPlanoTexas$2M$1.4B$3-15M$2-12MMichelle BerryBerry Wealth GroupGranburyTexas$1M$213M$1-60M$250K-21.2MVicki SorrellMerrill Wealth ManagementTylerTexas$250K$250M$250K-100M$250K-100MPenny RozelleMerrill Wealth ManagementHoustonTexas$500K$1.9B$2-10M$1.5-8MShana ElliottEdward JonesCollege StationTexas$0$296M$1-5M$750K-2MSharon SnowdenUBS Wealth ManagementHoustonTexas$2M$1.4B$1-50M$1-20MAnna JonesMariner Wealth AdvisorsHoustonTexas$0$503M$5-75M$3-16.4MZeenath SelvakumarJ.P. Morgan Wealth ManagementHoustonTexas$500K$250M$1.5-10M$400K-3.5MTeresa FinneyRaymond James & AssociatesAustinTexas$1M$200M$5-120M$500K-8MGail StalarowMorgan Stanley Wealth ManagementHoustonTexas$1M$601M$3-12M$1-20MCathy BuchananAmeriprise Financial ServicesHoustonTexas$500K$218M$850K-10M$350K-8MMelanie HousdenMelanie J. FinancialHamiltonTexas$0$167M$500K-62M$500K-5MLe'Anne SoutherlandMerrill Wealth ManagementTylerTexas$1M$1.7B$2-5M$1.5-4.5MDebbie BauerUBS Wealth ManagementHoustonTexas$250K$454M$2.5-20M$1-3.5MAlexandra VanMeursMorgan Stanley Wealth ManagementHoustonTexas$250K$303M$2.5-25M$1-10MAnn ConnollyWells Fargo AdvisorsBee CaveTexas$500K$501M$3.5-50M$1-10MWendy NoblesUBS Wealth ManagementBeaumontTexas$250K$342M$500K-6.6M$292K-2.6MEloise HodgsonMerrill Wealth ManagementHoustonTexas$2.5M$456M$5-15M$2.5-3.5MChristine AshmoreMorgan Stanley Wealth ManagementDallasTexas$2M$689M$20-50M$2-50MKelly FloresRaymond James Financial ServicesNacogdochesTexas$250K$580M$500K-5M$250-750KMichelle WoodEdward JonesSan AntonioTexas$250K$167M$500K-5M$350K-3MTammie WalkerAmeriprise Financial ServicesPlanoTexas$0$221M$1.5-5M$1-3MAllison TarpleyMerrill Wealth ManagementMcKinneyTexas$500K$236M$2-10M$500K-5MDemi ChanMorgan Stanley Wealth ManagementHoustonTexas$0$2.3B$2-15M$1-10MLaura EnwereAmeriprise Financial ServicesDallasTexas$1M$195M$1-10M$500K-9MCristina MooreMerrill Wealth ManagementHoustonTexas$2.5M$456M$5-15M$2.5-3.5MSonia GinnellStifelFriscoTexas$400K$240M$1-20M$2-5MAmanda CollinsWells Fargo AdvisorsVictoriaTexas$250K$110M$2-25M$1-12MTiffany L. SmithJ.P. Morgan Wealth ManagementFort WorthTexas$100K$179M$500K-5M$500K-1.5MJennifer VanderSchoorUBS Wealth ManagementHoustonTexas$1M$520M$1.5-11M$1-10MVictoria SmithGraystone Consulting from Morgan StanleyHoustonTexas$1M$1.7B$5-30M$2-15MJoan HebertMerrill Wealth ManagementBeaumontTexas$250K$480M$750K-1.5M$400-900KCathie ColemanBairdAbileneTexas$100K$189M$1-10M$250K-5MBlake KlementJ.P. Morgan Wealth ManagementDallasTexas$50K$207M$500K-28M$250K-10MAngelica LaGrangeMerrill Wealth ManagementMcAllenTexas$250K$252M$1.5-5M$400K-1MLynn SchriberMorgan Stanley Wealth ManagementHoustonTexas$0$323M$500K-10M$1-3.5MPeggy BowersJ.P. Morgan Wealth ManagementThe WoodlandsTexas$1M$328M$1-10M$1-45MTara SeegersRBC Wealth ManagementMidlandTexas$100K$3.3B$10-100M$5-100MRisa JonesMerrill Wealth ManagementLubbockTexas$500K$1.2B$1-10M$500K-5MKelsey ShiveUBS Wealth ManagementThe WoodlandsTexas$500K$191M$1-10M$800K-5MDonna McKenzie GrimmMerrill Wealth ManagementHoustonTexas$250K$536M$2.5-10M$1-6MDebra DominyEdward JonesRuskTexas$0$199M$1-10M$100K-5MLorraine AllemandUBS Wealth ManagementThe WoodlandsTexas$1M$163M$2-6M$850K-3MRashonner LillieAmeriprise Financial ServicesHoustonTexas$300K$474M$500K-5M$485K-10MGeorgia MalmstenEdward JonesNew BraunfelsTexas$250K$236M$1-10M$500K-5MAmanda EvansUBS Wealth ManagementHoustonTexas$1M$572M$2.5-15M$1.5-10MDanielle BilyEdward JonesRichmondTexas$0$133M$300K-6M$50K-5MRebecca MillerMorgan Stanley Wealth ManagementHoustonTexas$500K$193M$1-7M$500K-5MCarla McConnellMorgan Stanley Private Wealth ManagementHoustonTexas$10M$1.6B$15-100M$10-75MLynde JacksonMerrill Wealth ManagementCollege StationTexas$750K$239M$1-10M$1-10MAmy SabinSteward PartnersDallasTexas$2.5M$141M$5-25M$1-5MJaime AndersonAmeriprise Financial ServicesRichardsonTexas$0$198M$32M$262-725KMegan SmithUBS Private Wealth ManagementDallasTexas$2M$11B$2-50M$1-20MSuzanne BlakeBlake | Cooper Financial Strategies/Raymond JamesLubbockTexas$250K$174M$750K-15M$500K-10MJennifer MurphyMorgan Stanley Private Wealth ManagementAustinTexas$5M$1.3B$18-85M$8-45MDonna UlivaAmeriprise Financial ServicesBellaireTexas$350K$304M$1.2-3.5M$500K-2MShannon HarrisAmeriprise Financial ServicesRichardsonTexas$0$307M$1-7.5M$500K-3.5MShirley YaoJ.P. Morgan Wealth ManagementHoustonTexas$750K$150M$900K-3M$500K-4MLisa BlonkvistMorgan Stanley Wealth ManagementSan AntonioTexas$1M$427M$2.5-10M$750K-5MLindsey BarlowWells Fargo AdvisorsThe WoodlandsTexas$250K$219M$5-10M$500K-5MMarcia MazingoMerrill Wealth ManagementHoustonTexas$250K$6.7B$2-5M$2-5MJennifer Coe DeverPennington, Bass & Associates | Cetera AdvisorsLubbockTexas$500K$642M$1-10M$500K-3MKris CobbWells Fargo AdvisorsSugar LandTexas$500K$605M$1.5-10M$250K-3MMarissa WillisMerrill Wealth ManagementAustinTexas$500K$400M$5-15M$2-10MMichelle MannersWells Fargo AdvisorsDallasTexas$1M$339M$2.5-10M$900K-4.5MRoxane RoseMerrill Wealth ManagementDallasTexas$500K$307M$1-25M$1.5-17MSarah CalureWells Fargo AdvisorsGeorgetownTexas$500K$202M$500K-2M$500K-2MLorie GebbieWells Fargo AdvisorsFort WorthTexas$250K$275M$1-5M$500K-1MAllison SmootUBS Private Wealth ManagementSalt Lake CityUtah$2M$1.1B$10-50M$4-25MAshley Laurella PantoneMerrill Wealth ManagementSalt Lake CityUtah$500K$1.7B$3-50M$1.5-100MJenn MadsenMerrill Wealth ManagementSt. GeorgeUtah$500K$186M$3-10M$1-10MLaura HarkortEdward JonesSalt Lake CityUtah$500K$184M$800K-20M$700-750KLisa ThorpeWells Fargo AdvisorsCottonwood HeightsUtah$500K$304M$2-10M$500K-10MCJ Charlebois MelendyAmeriprise Financial ServicesWillistonVermont$250K$366M$1-7M$1-4MJessica AndersonUBS Wealth ManagementRutlandVermont$500K$1B$1-20M$1-10MDanielle Gilbert-RichardMerrill Wealth ManagementBurlingtonVermont$500K$681M$2-50M$2-65MDalal SalomonSalomon & LudwinRichmondVirginia$2M$1.3B$3-10M$2-6MSusan KimAmeriprise Financial ServicesViennaVirginia$0$870M$2-6M$1.6-2.8MSarah CammisoMerrill Wealth ManagementViennaVirginia$500K$633M$2.5-6M$1.5-4MWanda AustinMorgan Stanley Wealth ManagementNewport NewsVirginia$500K$635M$1.5-6M$1-5MRebecca HallAmeriprise Financial ServicesRestonVirginia$1M$690M$2.5-8M$1-5MKim Luu-TuAmeriprise Financial ServicesViennaVirginia$500K$539M$750K-13M$250K-10MNancy PopovichBairdMcLeanVirginia$1M$450M$2-80M$750K-10MEileen O'ConnorHemington Wealth ManagementFalls ChurchVirginia$3M$913M$6-50M$4-15MNedra AgnewMerrill Wealth ManagementViennaVirginia$500K$291M$1.5-5M$750K-3.5MHanane LemlihWells Fargo AdvisorsMcLeanVirginia$2M$975M$8-30M$2.5-30MLee CoreyMorgan Stanley Wealth ManagementAlexandriaVirginia$500K$1B$5-25M$1-12MNell CordickBogart WealthMcLeanVirginia$1M$2.4B$1-35M$1-27MJessica WunderMcLean Asset ManagementTysonsVirginia$500K$500M$3-7M$1-4MLori CaumeilMorgan Stanley Wealth ManagementMcLeanVirginia$1M$925M$5-10M$2-50MChristine EmondAmeriprise Financial ServicesFairfaxVirginia$0$581M$1.8-15M$1.3-7.5MSusan WilkinsonWilkinson Wealth Management | LPL FinancialCharlottesvilleVirginia$0$286M$750K-5M$750K-5MKathy MoranKathy Moran Wealth GroupHarrisonburgVirginia$0$144M$1.5-7.5M$850K-5MKimberlee Barrett-JohnsonAmeriprise Financial ServicesCharlottesvilleVirginia$500K$205M$1-10M$500K-5MSamantha CaffertyMerrill Wealth ManagementRestonVirginia$500K$435M$1-20M$1-15MMichelle Kuzma KempfVWG Wealth ManagementViennaVirginia$5M$1.9B$5-15M$3-12MTeresa ShafferTruist Investment ServicesSterlingVirginia$100K$145M$800K-1.5M$500K-4MPoonam MaheshwariWells Fargo AdvisorsNorfolkVirginia$250K$189M$2-7M$750K-7MHolly StallworthAtlantic Union Financial Consultants/Raymond JamesGlen AllenVirginia$250K$232M$250K-5M$500K-3MPamela FriedmanMerrill Wealth ManagementCharlottesvilleVirginia$400K$710M$1-50M$600K-10MPatti KooglerAmeriprise Financial ServicesWaynesboroVirginia$25K$203M$500K-3.5M$300K-3MBetty Schutte-BoxRaymond James & AssociatesRichmondVirginia$1M$225M$1-15M$1-3MEllen WulfEdward JonesRichmondVirginia$500K$205M$500K-6M$200K-2.5MMichelle FenaouiWells Fargo AdvisorsMcLeanVirginia$500K$490M$750K-7M$750K-6MHeather EvansMerrill Wealth ManagementViennaVirginia$1M$567M$3-20M$1-50MBrittany HaleEdward JonesMidlothianVirginia$500K$143M$853K-7.5M$650K-5.5MAnn OnhaizerMerrill Wealth ManagementVirginia BeachVirginia$500K$819M$1.5-2M$1-8MLisa AngleMerrill Wealth ManagementRoanokeVirginia$500K$367M$1-7M$750K-4MStephanie ZebrowskiMerrill Wealth ManagementViennaVirginia$250K$511M$750K-5M$500K-5MJudy L. RedpathVISTA Wealth Strategies LLCRestonVirginia$500K$108M$1-16M$1-5MEllie HammerMerrill Wealth ManagementRoanokeVirginia$1M$551M$3-15M$1-10MChristine SmithAmeriprise Financial ServicesBlacksburgVirginia$100K$139M$250-700K$272-750KAnn SummersonRaymond James & AssociatesRestonVirginia$500K$2.7B$2.5-10M$500K-2MKathy CrowAmeriprise Financial ServicesStauntonVirginia$25K$200M$725K-1.8M$375K-1.2MMelissa GarrettJanney Montgomery ScottRichmondVirginia$250K$961M$3-5M$500K-2MLoretta TabbWells Fargo AdvisorsRichmondVirginia$500K$951M$1-8M$500K-1MTracy CollinsUBS Wealth ManagementNorfolkVirginia$0$1.6B$5M$2.5MClaire M. S. MeadeMorgan Stanley Wealth ManagementMcLeanVirginia$0$1.9B$1-5M$500K-3MLaurie BlackburnWells Fargo AdvisorsAlexandriaVirginia$750K$1.9B$1-8M$1-6MElena KochmanMorgan Stanley Wealth ManagementMcLeanVirginia$1M$649M$1-10M$1-5MCorina DavisMerrill Wealth ManagementSeattleWashington$1M$1B$5-15M$1-5MAnnukka MikkolaMerrill Wealth ManagementBellevueWashington$1M$970M$4-10M$2-7MNina AbelmanMerrill Private Wealth ManagementBellevueWashington$3M$753M$6-40M$3-25MKathleen CarboneParcion Private WealthBellevueWashington$10M$2.2B$30M-1B$10-88MTama BorrielloWells Fargo AdvisorsBellevueWashington$2M$1.1B$2.5-6M$1.5-4.2MSue PetersonPathstoneBellevueWashington$5M$28.1B$1.1-61.6M$1.1-61.6MSuzy MyersEdward JonesRedmondWashington$500K$346M$1.2-10M$1-8MLori MinardMerrill Wealth ManagementBellevueWashington$1M$970M$4-10M$2-7MTeresa SavageMerrill Wealth ManagementSeattleWashington$250K$456M$2-10M$1.5-7MAngela SimmonsThe Simmons GroupSeattleWashington$5K$555M$1-100M$1-75MKris TaylorStifelWenatcheeWashington$100K$640M$750K-3M$400K-3MSarah FitchUBS Wealth ManagementSeattleWashington$2M$2.4B$5-25M$2-10MDana ElwellMorgan Stanley Wealth ManagementSeattleWashington$10M$5.5B$20-125M$10-100MAlexandra GrenierMerrill Wealth ManagementTacomaWashington$250K$649M$1-6M$500K-4MSarah CarlsonFulcrum Financial Group | LPL FinancialSpokaneWashington$0$218M$1.5-10M$5-7.5MDestiny BassettMerrill Wealth ManagementSeattleWashington$1M$1.3B$2-5M$800K-5.3MEmil AndersonJ.P. Morgan Wealth ManagementSeattleWashington$0$443M$1.5-4.5M$200K-2.1MHilary J. DohertyRBC Wealth ManagementKirklandWashington$500K$503M$2-15M$2-8MHeather KrauseRBC Wealth ManagementSeattleWashington$1M$208M$2.5-9.5M$1-6MToni TaftWells Fargo AdvisorsBellinghamWashington$500K$282M$2-5M$750K-1.5MKerry ZimmMorgan Stanley Wealth ManagementBellevueWashington$500K$1.6B$1-5M$1-3MKathy WillsAddison Avenue Investment Services/Raymond JamesRedmondWashington$250K$133M$500K-25M$250K-2MCherie GrayEdward JonesSequimWashington$1M$162M$750K-6M$350K-5MLisa SheltonMorgan Stanley Wealth ManagementVancouverWashington$1M$423M$1.5-5M$1-8MMichelle MathieuFulcrum CapitalSeattleWashington$2M$823M$7-100M$5-50MStelina Simpson-RoehrBairdSeattleWashington$750K$745M$2.2-6M$383K-3.5MAmy SchwabAmeriprise Financial ServicesMount VernonWashington$0$3.9B$1-5M$500K-1.5MHeather LewisEdward JonesSumnerWashington$600K$164M$1.2-5M$750K-2.5MShelley KennedyEdward JonesRichlandWashington$500K$199M$750K-2M$250K-1.5MBrooke HawleyRBC Wealth ManagementSeattleWashington$1M$1.1B$3-20M$1-5MChristine Cote-WissmannMorgan Stanley Wealth ManagementKirklandWashington$5M$445M$15-40M$2-10MNichole HeidrickJ.P. Morgan Wealth ManagementBellevueWashington$5M$864M$10-50M$5-50MLindsey MaphumuloAmeriprise Financial ServicesBellinghamWashington$0$2.8B$1.5-7M$500K-5MRorie ZajacMorgan Stanley Wealth ManagementSeattleWashington$1M$1.1B$2-20M$2-20MJulie PrincePrince Financial Services | Northwestern Mutual Wealth ManagementSeattleWashington$2M$537M$2-5M$2.5-19MBlythe MansonUBS Wealth ManagementBellevueWashington$500K$1.4B$2-20M$800K-6MSusan BarnettJ.P. Morgan Wealth ManagementMercer IslandWashington$250K$300M$1-8M$500K-4MCora ChanMerrill Wealth ManagementBellevueWashington$300K$591M$2-10M$1-5MAlissa HerschMorgan Stanley Wealth ManagementSeattleWashington$2M$1.8B$2-20M$1-10MShannon SmithMerrill Wealth ManagementSeattleWashington$0$373M$500K-10M$500K-8MStefanie PageUBS Wealth ManagementSpokaneWashington$1M$448M$2-15M$500K-1.5MKathy PearsonMorgan Stanley Wealth ManagementSpokaneWashington$1M$493M$1-20M$750K-2.5MEileen DaysMerrill Wealth ManagementBellevueWashington$300K$589M$2-10M$1-5MJennifer DroppelmanBairdSeattleWashington$1M$735M$2.2-5.5M$750K-3.6MKristen BuxtonMerrill Private Wealth ManagementBellevueWashington$5M$1.3B$20-50M$5-25MMegan WestbrookAmeriprise Financial ServicesVancouverWashington$750K$193M$1-10M$500K-3MCam BarsnessKutscher Benner Barsness & StevensSeattleWashington$1M$485M$1-10M$2-5MTara KinsellaMorgan Stanley Wealth ManagementKirklandWashington$2M$448M$10-250M$1-40MRisha SchildkrautMorgan Stanley Wealth ManagementSeattleWashington$500K$558M$1-7M$600K-6MMarisa WalkerBairdSeattleWashington$1M$205M$3-15M$250K-10MJennifer CiarloEdward JonesPort AngelesWashington$0$139M$500K-6M$350K-5MLaura ChristoffersonAlden Capital Management/Raymond JamesBellevueWashington$1M$336M$1-10M$500K-5MKaren EnglishRBC Wealth ManagementSpokaneWashington$500K$350M$500K-2M$250K-4MKathleen CumminsMorgan Stanley Wealth ManagementTacomaWashington$1.5M$611M$1-10M$1-28MWinnie ToJ.P. Morgan Wealth ManagementBellevueWashington$250K$211M$2-50M$250K-23MJessica NinoEdward JonesPoulsboWashington$500K$140M$562K-8M$45K-7MHeidi MissettWells Fargo AdvisorsWheelingWest Virginia$100K$99M$100K-3.5M$100K-3.5MBeth NormanRBC Wealth ManagementMadisonWisconsin$500K$637M$1.5-5M$1-4MMary Ellen KruegerAspiriantMilwaukeeWisconsin$1.5M$14.2B$5-75M$2-20MSharon BrantmeierAmeriprise Financial ServicesMadisonWisconsin$500K$537M$1.5-8M$500K-13MBecky McCormickGraystone Consulting from Morgan StanleyGreen BayWisconsin$500K$1.3B$1-5M$500K-5MJayne NeuendorfMerrill Wealth ManagementMadisonWisconsin$500K$594M$1.5-5M$1-4MAlison Gilman AquinoEdward JonesSussexWisconsin$500K$291M$550K-1.7M$500K-6MKristy ReedAmeriprise Financial ServicesMadisonWisconsin$1M$733M$1-25M$1-10MCarlyn HensenMorgan Stanley Wealth ManagementMiddletonWisconsin$1M$785M$2-10M$250K-2MLori WattIAG Wealth PartnersWaukeshaWisconsin$500K$1.5B$1-5M$1-3MJen HaldemannBairdMilwaukeeWisconsin$1M$815M$2-75M$2-20MLaurie TebonMerrill Wealth ManagementWaukeshaWisconsin$250K$615M$650K-3M$500K-2MSara PitcelMorgan Stanley Wealth ManagementWaukeshaWisconsin$1M$1.1B$1-50M$500K-5MLori GervaisBairdMequonWisconsin$2M$837M$3-20M$2-20MJessica KnutsonEdward JonesStoughtonWisconsin$0$241M$600K-15M$250K-3MJenny SantekMorgan Stanley Wealth ManagementMiddletonWisconsin$500K$340M$2-10M$1-7MShannon LutzeAmeriprise Financial ServicesBrookfieldWisconsin$0$203M$850K-7.5M$750K-5MMichele OlshanskiEdward JonesPewaukeeWisconsin$500K$280M$1-10M$850K-5MAmanda ManskePrime Financial ServicesBrookfieldWisconsin$250K$500M$500K-2.5M$500K-1.5MStacy WilliamsBairdMilwaukeeWisconsin$1M$664M$10-30M$5-20MJennifer RoettgersBairdWaukeshaWisconsin$0$661M$1-10M$500K-6MTheresa BoydBairdMilwaukeeWisconsin$500K$1B$2-10M$2-10MReAnn HolmesEdward JonesFranklinWisconsin$500K$246M$250K-2M$240K-1MJune BrownBairdMadisonWisconsin$500K$315M$3-10M$2-5MDana FeniliWells Fargo AdvisorsGreen BayWisconsin$500K$265M$2-15M$1-5MMeg PrestigiacomoBairdMadisonWisconsin$500K$457M$2-15M$1-15MDana ConwayAmeriprise Financial ServicesBrookfieldWisconsin$400K$170M$1-4.5M$500K-3MCharlotte BoucheJ.P. Morgan Wealth ManagementBrookfieldWisconsin$0$216M$500K-3M$400K-5MAngela Krause-LaneBairdOconomowocWisconsin$500K$529M$1-10M$250K-5MKathy SchmidtAmeriprise Financial ServicesDe PereWisconsin$0$147M$1-20M$500K-5MLorri CislerBairdGreen BayWisconsin$250K$134M$2-40M$250K-9MMelissa SanchezBairdWaukeshaWisconsin$100K$450M$1-7.7M$1-3.7MMarcia BonnetMorgan Stanley Wealth ManagementSheridanWyoming$1M$3B$3-15M$1-7.5MLori RhynerWells Fargo AdvisorsJacksonWyoming$2M$269M$5-7M$2-5MKarlynn QuistWells Fargo AdvisorsCheyenneWyoming$500K$281M$800K-15M$500K-1M