Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The 2023 rankings are based on data provided by 476
applications and include qualitative and quantitative criteria. Time period upon which the ranking is based is from 6/30/2022 to 6/30/2023. Data points
that relate to quality of practice include professionals with a minimum of 7 years financial services experience, acceptable compliance records (no criminal
U4 issues), client retention reports, charitable and philanthropic work, quality of practice, designations held, offering services beyond investments offered
including estates and trusts, and more. Advisors are quantitatively rated based on varying types of revenues produced and assets under management
by the financial professional, with weightings associated for each. Investment performance is not an explicit component because not all advisors
have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment picking
abilities. This ranking is not based in any way on the individual’s abilities in regards to providing investment advice or management. The ranking may not
be representative of any one client’s experience, is not an endorsement, and is not indicative of an advisor’s future performance. SPC Financial® did not
pay a fee in exchange for this ranking. Additional information on the 2023 advisor ranking can be found at
https://www.barrons.com/advisor/report/top-financial-advisors/independent/2023page=9&mod=faranking_2023. The rankings for 2022 were based on data provided by 514 applications.
Additional information on the Barron’s 2022 advisor ranking can be found at
https://www.barrons.com/advisor/report/top-financial-advisors/independent?mod=faranking_subnav. The rankings for 2021 were based on data provided by 506 applications. Additional information on the Barron’s 2021
advisor ranking can be found at
https://www.barrons.com/advisor/articles/barrons-methodology-for-ranking-financial-advisors-51615843316?tesla=y.
The rankings for 2020 were based on data provided by 375 applications. Additional information on the Barron’s 2020 advisor ranking can be found at
https://www.barrons.com/advisor/report/top-financial-advisors/100/2020. Additional information on the Barron’s 2019 advisor ranking can be found
at
https://www.barrons.com/advisor/report/top-financial-advisors/100/2019. Additional information on Barron’s 2013 advisor ranking can be found at
https://www.barrons.com/report/top-financial-advisors/independent/2013. In 2012, the top 100 were drawn from 350 nominations and were ranked in part
on the assets under management. Barron’s also considered revenue and the overall quality of the practice. Investment performance was not an explicit criterion
because clients’ investment goals vary widely.
https://www.barrons.com/report/top-financial-advisors/independent/2012.