Barron\'s 03.16.2020

S28 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

8. 
   
   
   
   15. Melissa Spickler Merrill Lynch Wealth Mgmt Bloomfield Hills ••• 1,240 2 5
   
   
   
   


9. 
   
   
   
   10. William Messner Morgan Stanley Graystone Birmingham ••••••8,600 10 15
   
   
   
   


10. 
    
    
    
    7. Brian Brice Morgan Stanley Graystone Birmingham ••••4,344 5 10
    
    
    
    


11. 
    
    
    
    14. Leo Stevenson Merrill Lynch Wealth Mgmt Wyandotte ••• 709 1.5 2
    
    
    
    


12. 
    
    
    
    16. Frank Moore Vintage Financial Services Ann Arbor •• 680 1.3 2
    
    
    
    


13. 
    
    
    
    19. David Brazen Ameriprise Financial Troy •• 2,005 0.7 2
    
    
    
    


14. 
    
    
    
    12. Timothy Brice Morgan Stanley Graystone Birmingham ••••4,344 5 10
    
    
    
    


15. N Nicole Christians Merrill Lynch Wealth Mgmt Farmington HIlls ••••2,193 1 5


16. 
    
    
    
    23. Sheryl Stephens Stephens WM Group|Raymond James Flint ••• 719 2 3
    
    
    
    


17. N Scott Bernecker Merrill Lynch Wealth Mgmt Grand Rapids ••••••6,272 10 15


18. 
    
    
    
    20. Marie Vanerian Merrill Lynch Wealth Mgmt Troy ••••2,111 20 20
    
    
    
    


19. 
    
    
    
    21. Abraham Post Merrill Lynch Wealth Mgmt Troy ••• 925 4 10
    
    
    
    


20. N Aaron Romain Merrill Lynch Wealth Mgmt Farmington Hills ••••2,193 1 5


21. 
    
    
    
    18. Jon Vigi UBS Financial Services Birmingham •••••• 944 20 50
    
    
    
    


22. 
    
    
    
    22. Richard Bloom BloomAssetMgmt FarmingtonHills •• 1,102 0.65 1
    
    
    
    


23. 
    
    
    
    25. Michael Rosloniec Morgan Stanley Graystone Grand Rapids ••••5,373 110 200
    
    
    
    


24. 
    
    
    
    24. Frank Migliazzo MerrillPrivateWealthMgmt Troy ••••••1,474 12 40
    
    
    
    


25. 
    
    
    
    28. Bruce Ballard Merrill Lynch Wealth Mgmt Farmington Hills ••• 1,513 5 5
    
    
    
    


26. N William Mackay MerrillLynchWealthMgmt GrandRapids ••••••6,272 10 15


27. N Jay McGill Merrill Lynch Wealth Mgmt Auburn Hills ••• 1,017 2.3 3.5


28. 
    
    
    
    26. Bruce Johnson CapTrust Holland •••••1,290 3.5 9
    
    
    
    


29. 
    
    
    
    27. Todd Kephart Retirement Income Solutions Ann Arbor •• 1,878 1.6 5.5
    
    
    
    


30. 
    
    
    
    30. James Kruzan Kaydan WM|Raymond James Fenton •• 511 1.5 2
    
    
    
    

MINNESOTA

1. 
   
   
   
   3. Brad Wheelock RBC Wealth Mgmt Saint Cloud •••• $1,600 $2.5 $5
   
   
   
   


2. 
   
   
   
   2. Richard S. Brown JNBA Financial Advisors Minneapolis ••• 1,522 1.5 2
   
   
   
   


3. 
   
   
   
   4. Christina Boyd Merrill Lynch Wealth Mgmt Wayzata •• 1,016 6 15
   
   
   
   


4. 
   
   
   
   1. Peter Eckerline Merrill Lynch Wealth Mgmt Wayzata ••••1,785 9 18
   
   
   
   


5. 
   
   
   
   6. Thomas Drees Morgan Stanley Wealth Mgmt Bloomington ••• 1,115 8 15
   
   
   
   


6. 
   
   
   
   8. Charlie Kelley Compass Capital Mgmt Minneapolis ••••1,372 5 7
   
   
   
   


7. 
   
   
   
   22. Louis Close UBS Financial Services Minneapolis ••• 1,681 10 20
   
   
   
   


8. 
   
   
   
   5. Ben Marks Marks Group Wealth Mgmt Minnetonka •••••1,366 2 5
   
   
   
   


9. 
   
   
   
   10. Michael Erpelding Erpelding Wealth Mgmt Edina ••• 623 1 1.5
   
   
   
   


10. 
    
    
    
    20. David A. Olson Morgan Stanley Wealth Mgmt Rochester •••• 555 3.5 7
    
    
    
    


11. 
    
    
    
    14. Jacob Creydt UBS Financial Services Bloomington •••• 971 3.5 5
    
    
    
    


12. 
    
    
    
    16. Randall Ehleringer Ameriprise Financial Rochester ••• 1,400 0.4 2
    
    
    
    


13. N Aaron Howe RBCWealthMgmt Wayzata ••• 687 5 10


14. 
    
    
    
    15. Michael Slaggie Slaggie Capital Group|Raymond James Winona •••• 1,200 1.5 2.5
    
    
    
    


15. 
    
    
    
    19. Robert Swiller UBS Financial Services Minneapolis ••• 742 2 10
    
    
    
    


16. 
    
    
    
    17. Royal Jaros Ameriprise Financial Apple Valley •• 833 0.9 2
    
    
    
    


17. N Frank Summers Merrill Lynch Wealth Mgmt Minneapolis ••• 989 1.5 2.5


18. 
    
    
    
    12. Mark Joern Ameriprise Financial Minneapolis ••• 900 1.75 3.5
    
    
    
    


19. N Derek Cherne UBS Financial Services Wayzata •••• 702 10 25


20. 
    
    
    
    23. Randy Doroff Ameriprise Financial Minneapolis ••• 623 0.6 1.25
    
    
    
    


21. 
    
    
    
    24. Scott Kauls Merrill Lynch Wealth Mgmt Minneapolis ••• 611 3 4
    
    
    
    


22. 
    
    
    
    21. William Sukup Wealth Enhancement Group Woodbury ••• 515 1 1.5
    
    
    
    


23. 
    
    
    
    9. Jesse Bull UBS Financial Services Wayzata ••• 783 3.5 5
    
    
    
    


24. N Theresa Ward Merrill Private Wealth Mgmt Minneapolis •••• 625 10 20

MISSISSIPPI

1. 
   
   
   
   2. Bill Rush Mosby UBS Financial Services Jackson ••••$1,099 $1.5 $4
   
   
   
   


2. 
   
   
   
   3. John McRae Raymond James Meridian •••••• 538 0.4 1
   
   
   
   


3. 
   
   
   
   4. Arthur Finkelberg Raymond James Ridgeland •••• 507 1.5 2
   
   
   
   


4. 
   
   
   
   5. Lynn Phillips-Gaines Phillips Financial|Raymond James Starkville ••• 265 1 2
   
   
   
   


5. N Bill Geary Raymond James Jackson ••• 769 3 6


6. 
   
   
   
   6. Wheeler Parker MerrillLynchWealthMgmt Ridgeland ••• 407 1 2