1 This award was issued by CNBC on October 04, 2022 for the time period 7/01/2021 through 06/30/2022. Neither the firm nor its representatives paid a fee to participate.
2 This award was issued by Five Star Professional on September 29, 2022 for the time period 2/28/2022 through 9/2/2022. Fee paid for use of marketing materials. To receive this honor, a wealth manager must satisfy 10 objective eligibility and evaluation criteria.