Top 100 Bank Advisors 2017 Highest Production
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We took a fresh look at our most recent Top 100 Bank Advisors and re-ranked them based solely on their annual production figures. Here are the top 25.

For the original Top 100 list, this was one of just six metrics we used to determine the ranking. The other five were: assets under management; percentage change in AUM from previous year; percentage change in production; amount of fee-based business; and ratio of production-per-AUM. (We used AUM as of the end of August 2017, and production of the 12-month period ending August 31, 2017.)

You can see the original ranking here:
Top 100 bank advisors (1 – 25)
Top 100 bank advisors (26-50)
Top 100 bank advisors (51-75)
Top 100 bank advisors (76 – 100)

Scroll through to see those bank advisors with the highest annual production. There were a number of close calls, so we took the figures to three decimal points for this list. In the few cases where there were still ties, we simply listed them as a tie. The numbers after their names indicate where they ranked on the original Top 100.
80. Gibson_Edward.jpg

24 (tie). Edward Gibson


Edward Gibson (80)
Bank: Citibank
TPM: N/A
Location: Scarsdale, New York
2017 AUM: $264.9 million
2016 AUM: $258.1 million
2017 Production: $1.899 million
2016 Production: $1.9 million
Years in industry: 27
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24 (tie). David Darshan


David Darshan (3)
Bank: Citibank
TPM: N/A
Location: New York
2017 AUM: $217.4 million
2016 AUM: $182.6 million
2017 Production: $1.899 million
2016 Production: $1.5 million
Years in industry: 14
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23. Costas Grekis


Costas Grekis (58)
Bank: Clearview Investment Advisors
TPM: CUNA Brokerage Services
Location: Washington, Pennsylvania
2017 AUM: $291.1 million
2016 AUM: $258.0 million
2017 Production: $1.917 million
2016 Production: $1.8 million
Years in industry: 17
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22. Deborah Boisselle


Deborah Boisselle (61)
Bank: Citizens National Bank of Bluffton
TPM: LPL Financial
Location: Bluffton, Ohio
2017 AUM: $136.1 million
2016 AUM: $132.7 million
2017 Production: $1.920 million
2016 Production: $1.7 million
Years in industry: 23
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21. Patrick Varney


Patrick Varney (35)
Bank: Bank of Colorado
TPM: Raymond James
Location: Windsor, Colorado
2017 AUM: $295.7 million
2016 AUM: $258.2 million
2017 Production: $1.994 million
2016 Production: $1.9 million
Years in industry: 18
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20. Peter Shieh


Peter Shieh (87)
Bank: Citibank
TPM: N/A
Location: Rowland Heights, California
2017 AUM: $346.5 million
2016 AUM: $333.1 million
2017 Production: $2.037 million
2016 Production: $2 million
Years in industry: 19
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19. Robert Hanes


Robert Hanes (60)
Bank: Citibank
TPM: N/A
Location: New York
2017 AUM: $468.5 million
2016 AUM: $442.3 million
2017 Production: $2.039 million
2016 Production: $1.9 million
Years in industry: 24
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18. Christopher Cralle


Christopher Cralle (78)
Bank: Citibank
TPM: N/A
Location: Oakbrook, Illinois
2017 AUM: $337.4 million
2016 AUM: $311.9 million
2017 Production: $2.048 million
2016 Production: $2 million
Years in industry: 23
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17. Brock Kidd


Brock Kidd (1)
Bank: Pinnacle Bank
TPM: Raymond James
Location: Nashville, Tennessee
2017 AUM: $363.4 million
2016 AUM: $273.5 million
2017 Production: $2.081 million
2016 Production: $1.6 million
Years in industry: 22
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16. Tracy Duncan


Tracy Duncan (42)
Bank: Allegacy Federal Credit Union
TPM: CUSO Financial
Location: Clemmons, North Carolina
2017 AUM: $274 .6 million
2016 AUM: $264.0 million
2017 Production: $2.082 million
2016 Production: $1.9 million
Years in industry: 17
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14 (tie). Steve Kennedy


Steve Kennedy (30)
Bank: TowneBank
TPM: Raymond James
Location: Newport News, Virginia
2017 AUM: $284.2 million
2016 AUM: $258.5 million
2017 Production: $2.091million
2016 Production: $1.9 million
Years in industry: 30
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14 (tie). Michael Lipkins


Michael Lipkins (7)
Bank: First Tech Federal Credit Union (Addison Avenue Investment Services)
TPM: Raymond James
Location: Palo Alto, California
2017 AUM: $224.9 million
2016 AUM: $202.0 million
2017 Production: $2.091 million
2016 Production: $1.8 million
Years in industry: 13
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13. Seth Marcus


Seth Marcus (24)
Bank: Citibank
TPM: N/A
Location: New York
2017 AUM: $516.4 million
2016 AUM: $425.0 million
2017 Production: $2.167 million
2016 Production: $2.0 million
Years in industry: 20
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12. Fred Greene


Fred Greene (37)
Bank: Woodforest National Bank
TPM: Raymond James
Location: The Woodlands, Texas
2017 AUM: $302.9 million
2016 AUM: $285.4 million
2017 Production: $2.173 million
2016 Production: $1.8 million
Years in industry: 34
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11. Paul Stetter Jr.


Paul Stetter Jr. (4)
Bank: Fulton Financial Advisors
TPM: Raymond James
Location: Ephrata, Pennsylvania
2017 AUM: $234.9 million
2016 AUM: $200.5 million
2017 Production: $2.180 million
2016 Production: $1.9 million
Years in industry: 15
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10. Anne Kurzman


Anne Kurzman (6)
Bank: Citibank
TPM: N/A
Location: Lake Grove, New York
2017 AUM: $244.9 million
2016 AUM: $215.3 million
2017 Production: $2.194 million
2016 Production: $1.2 million
Years in industry: 26
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9. Nathan Quello


Nathan Quello (29)
Bank: First Dakota National Bank
TPM: Raymond James
Location: Sioux Falls, South Dakota
2017 AUM: $503.2 million
2016 AUM: $394.1 million
2017 Production: $2.261 million
2016 Production: $2.1 million
Years in industry: 17
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8. Josh Haber


Josh Haber (72)
Bank: Citibank
TPM: N/A
Location: New York
2017 AUM: $469.3 million
2016 AUM: $443.1 million
2017 Production: $2.268 million
2016 Production: $2.1 million
Years in industry: 18
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7. Jeffry Fruchtenicht


Jeffry Fruchtenicht (34)
Bank: Security State Bank
TPM: United Planners
Location: Independence, Iowa
2017 AUM: $253.0 million
2016 AUM: $226.0 million
2017 Production: $2.4 million
2016 Production: $2.2 million
Years in industry: 27
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6. Brad Goldberg


Brad Goldberg (11)
Bank: Citibank
TPM: N/A
Location: Chicago
2017 AUM: $365.4 million
2016 AUM: $310.1 million
2017 Production: $2.438 million
2016 Production: $2.2 million
Years in industry: 24
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5. James Christy


James Christy (18)
Bank: Northwest Federal Credit Union
TPM: LPL Financial
Location: Herndon, Virginia
2017 AUM: $296.7 million
2016 AUM: $266.1 million
2017 Production: $2.598 million
2016 Production: $2.5 million
Years in industry: 14.5
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4. John McRae


John McRae (15)
Bank: Citizens National Bank
TPM: Raymond James
Location: Meridian, Mississippi
2017 AUM: $417.8 million
2016 AUM: $372.1 million
2017 Production: $2.631 million
2016 Production: $2.3 million
Years in industry: 24
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3. Alex Marks


Alex Marks (21)
Bank: Citibank
TPM: N/A
Location: Chicago
2017 AUM: $634.8 million
2016 AUM: $541.9 million
2017 Production: $3.481 million
2016 Production: $3.2 million
Years in industry: 26
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2. Emile Abinader


Emile Abinader (23)
Bank: Citibank
TPM: N/A
Location: Granada Hills, California
2017 AUM: $424.8 million
2016 AUM: $392.9 million
2017 Production: $3.898 million
2016 Production: $3.7 million
Years in industry: 19
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1. Russ Cesari


Russ Cesari (5)
Bank: Northwest Federal Credit Union
TPM: LPL Financial
Location: Herndon, Virginia
2017 AUM: $621.3 million
2016 AUM: $551.9 million
2017 Production: $5.339 million
2016 Production: $5.2 million
Years in industry: 16
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