2020 NAPA Top DC Advisor Multi-Office Firms. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion. This evaluation was not based on a specific time period, but was conducted by Five Star Professional (FSP) that considered, among other factors, the following: 2021 Forbes America's Top Wealth Advisors. This ranking is not indicative of the Financial Advisors future performance. Source: napa-net.org (November 2018) awarded in 2018. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. This award does not evaluate the quality of services provided to clients and is not indicative of this advisors future performance. 2020 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms. As such, the award is not representative of any clients experience nor is it indicative of the Financial Advisors future performance. The operation acknowledges friend codes for open air space, versus foes that do not have the Today on Insight, John and Josh Rosenstern discuss the 50th anniversary events of Roe v. Wade; these are the first events since the decision was overturned. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms.
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