Barron\'s - 16.03.2020

S36 BARRON’S March 16, 2020

2020 2019 Name Firm City (Up to $1 mil) ($1-10 mil) ($10 mil+) Foundations Endowments Institutional ($mil) ($mil) ($mil)

Individuals Net Worth Net Worth Assets Account Net Worth

High Ultrahigh Total Typical Typical

Rank

Customers

13. 
    
    
    
    15. Elias Hassan Baird Murfreesboro ••• 754 4 7
    
    
    
    


14. 
    
    
    
    9. Brent Trentham Ameriprise Financial Alcoa ••••1,451 0.4 1.2
    
    
    
    


15. N Thomas Williams Merrill Lynch Wealth Mgmt Memphis ••• 1,520 3 5


16. 
    
    
    
    10. Jeff Dobyns Southwestern Inv Grp|Raymond James Franklin ••• 467 3 8
    
    
    
    


17. N Sam Oakley Oakley Group Pinnacle|Raymond James Nashvlle ••• 457 1.2 2.7


18. 
    
    
    
    18. Jason Pharris Morgan Stanley Wealth Mgmt Nashville ••• 1,003 4 10
    
    
    
    

TEXAS

1. 
   
   
   
   1. Richard Szelc Neuberger Berman Dallas •• $1,825 $13 $25
   
   
   
   


2. 
   
   
   
   2. Richard Joyner Tolleson Wealth Mgmt Dallas ••• 6,400 40 87
   
   
   
   


3. N Daffan Nettle J.P. Morgan Dallas • 5,304 50 100


4. N William Corbellini MerrillPrivateWealthMgmt Dallas ••• 2,901 18.5 25


5. 
   
   
   
   4. Tommy McBride Merrill Lynch Wealth Mgmt Dallas •• 1,593 7.5 15
   
   
   
   


6. 
   
   
   
   6. Scott Tiras Ameriprise Financial Houston ••• 2,270 4 5
   
   
   
   


7. 
   
   
   
   10. Van Pearcy Van Pearcy’s WS Team|Raymond James Midland ••••1,897 3 10
   
   
   
   


8. 
   
   
   
   7. Darrell Pennington Ameriprise Financial Houston •• 1,245 1.5 2.5
   
   
   
   


9. 
   
   
   
   8. Kevin Blonkvist RBCWealthMgmt Midland ••••••2,143 10 10
   
   
   
   


10. 
    
    
    
    12. Mark Moore UBS Financial Services Austin ••• 1,500 4.5 12
    
    
    
    


11. N Craig Story J.P. Morgan Dallas • 2,456 100 500


12. 
    
    
    
    16. Rob Bertino UBS Financial Services Dallas ••• 981 35 50
    
    
    
    


13. 
    
    
    
    14. Nestor Vicknair MerrillLynchWealthMgmt Houston ••• 5,596 8 12
    
    
    
    


14. 
    
    
    
    20. Charla McIntyre Fields Ameriprise Financial Hurst ••• 1,325 1.6 5.7
    
    
    
    


15. 
    
    
    
    13. Jennifer Marcontell Edward Jones Baytown ••• 1,186 1.3 2
    
    
    
    


16. 
    
    
    
    22. Bonner Barnes Corda Investment Mgmt Houston •• 1,163 0.85 2
    
    
    
    


17. 
    
    
    
    17. William Leven MerrillPrivateWealthMgmt Houston ••• 1,179 40 50
    
    
    
    


18. 
    
    
    
    25. Jeffery Price MerrillLynchWealthMgmt Southlake ••• 921 2.5 3.5
    
    
    
    


19. 
    
    
    
    19. Stephen Engro Beacon Financial Group Dallas ••• 835 1.7 3
    
    
    
    


20. 
    
    
    
    9. Charles McKinney Morgan Stanley PWM Dallas •• 1,227 50 100
    
    
    
    


21. 
    
    
    
    26. Langston Turner UBS Financial Services Houston ••• 1,902 20 20
    
    
    
    


22. 
    
    
    
    23. Lewis Metzger Morgan Stanley Wealth Mgmt Houston ••• 1,610 4 6
    
    
    
    


23. 
    
    
    
    15. Champ Warren Merrill Private Wealth Mgmt Houston ••• 2,887 25 50
    
    
    
    


24. 
    
    
    
    28. John Merrill Tanglewood Total Wealth Mgmt Houston ••• 978 2.5 5
    
    
    
    


25. 
    
    
    
    18. Reed Smith MerrillPrivateWealthMgmt Houston ••• 2,887 25 50
    
    
    
    


26. 
    
    
    
    33. Frederick de Groot Merrill Lynch Wealth Mgmt The Woodlands ••••1,853 7 10
    
    
    
    


27. 
    
    
    
    34. Brian Tramontano MerrillLynchWealthMgmt SanAntonio ••• 680 2 4
    
    
    
    


28. 
    
    
    
    31. James Coffee Merrill Lynch Wealth Mgmt Houston ••• 7,124 5 7
    
    
    
    


29. 
    
    
    
    50. Brent Anderson Morgan Stanley PWM Houston ••• 1,311 25 50
    
    
    
    


30. 
    
    
    
    45. Kalita Blessing Quest Capital Mgmt|Raymond James Dallas •• 1,303 2 10
    
    
    
    


31. 
    
    
    
    42. R. Scot Smith Morgan Stanley Wealth Mgmt Dallas •••• 666 3 6
    
    
    
    


32. 
    
    
    
    29. Steve Nagel Merrill Lynch Wealth Mgmt Frisco •• 1,087 5 8
    
    
    
    


33. 
    
    
    
    43. Susan Heuer MerrillLynchWealthMgmt Houston ••• 1,834 2.5 8
    
    
    
    


34. 
    
    
    
    24. Howard Lorch Wells Fargo Advisors Houston ••• 2,138 1 4
    
    
    
    


35. N Brent Chappell Merrill Lynch Wealth Mgmt The Woodlands ••• 1,717 2 4


36. 
    
    
    
    32. William Gouldin Morgan Stanley PWM Houston ••• 1,300 5 10
    
    
    
    


37. 
    
    
    
    27. Richard Ashcroft Baird Houston •• 2,000 4 4.5
    
    
    
    


38. 
    
    
    
    30. D. Scott Uptegraph Jr. Morgan Stanley Wealth Mgmt Houston ••• 766 10 25
    
    
    
    


39. 
    
    
    
    35. Ira Kravitz UBS Financial Services Plano ••• 827 5 7.5
    
    
    
    


40. 
    
    
    
    40. Charles Lewis Wells Fargo Advisors Waco ••••••1,525 1.8 3.5
    
    
    
    


41. 
    
    
    
    65. David Novelli Morgan Stanley PWM Houston ••••1,502 20 30
    
    
    
    


42. 
    
    
    
    21. Richard Piatas Merrill Lynch Wealth Mgmt Frisco ••• 3,199 11 25
    
    
    
    


43. 
    
    
    
    44. R. Craig Rathjen UBS Financial Services Houston •••2,226 50 75
    
    
    
    


44. 
    
    
    
    39. Anupam Johri Morgan Stanley Wealth Mgmt Dallas ••• 800 1.7 3
    
    
    
    


45. 
    
    
    
    67. Kerry Knox Merrill Lynch Wealth Mgmt Fort Worth ••• 3,345 1.5 2.5
    
    
    
    


46. N Kendall Cotten MerrillPrivateWealthMgmt Dallas ••• 597 35 50


47. N William Sammons Morgan Stanley Graystone San Antonio ••••4,087 25 45


48. 
    
    
    
    38. Mark Gladstein MerrillLynchWealthMgmt Houston •• 1,568 2.95 10
    
    
    
    


49. 
    
    
    
    37. Carl Fuhrmann III MerrillLynchWealthMgmt SanAntonio ••• 940 3.5 7
    
    
    
    


50. 
    
    
    
    47. Raymond Tucker Wells Fargo Advisors Texarkana ••• 1,572 0.8 2.75
    
    
    
    


51. N Bradley Chappell Merrill Lynch Wealth Mgmt The Woodlands ••• 1,027 2 4


52. 
    
    
    
    36. Audree Begay Ameriprise Financial Houston ••• 965 1.4 3
    
    
    
    


53. 
    
    
    
    57. Gil Baumgarten SegmentWealthMgmt Houston •• 850 8 20