Barron’s Top 1,000 Advisors, February 9, 2009, February 22, 2010, February 18, 2012, and February 16, 2013, each based on the 12-month period ending September 30 of the year prior to publication, are selected from a pool of over 4,000 nominations each year. Advisors in the Top 1,000 Advisors have a minimum of seven years of financial services experience. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice, and philanthropic work. NAPA’s Top DC Advisor Teams, March 16, 2023, March 17, 2024, March 18, 2025, and March 17, 2026, each based on assets under advisement as of December 31 of the year prior to publication. To be considered, teams had to submit responses to an application form, including information about their defined contribution (DC) assets under advisement. All teams with more than $100 million in DC assets under advisement are included in the list. Neither Barron’s nor NAPA receive compensation from the advisors or their firms in exchange for placement on a ranking. The rankings may not be representative of any one client’s experience and are not indicative of the financial advisor’s future performance. Investment performance is not a criterion for selection.