Welcome once again to our annual Top 20 Program Managers. We spend most of the year focusing on bank advisors and the issues they face, but we set aside this issue just for the managers.

We again used a weighted average of five different variables, namely: 1) percentage growth of team AUM; 2) percentage increase in team production; 3) number of advisors under the manager’s direct supervision; 4) number of licensed bank employees under the manager’s direct supervision; and 5) average production per advisor. We didn’t want the ranking to be simply a listing of the biggest programs, but rather those that also focus on growth and efficiency, which we would argue are the result of good management.

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