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Ratings prepared by Statista for USA Today were calculated and tabulated based upon a scoring model that includes client and peer recommendations and AUM development. This rating was given on April 15, 2026. Based on 30,000 survey results, a score was calculated for each firm by equally weighting the recommendations from all three target groups: clients, industry experts, and financial advisors. An AUM development score was calculated by combining short- and long-term trends, with short-term development measured over the twelve-month period from January 2025 to January 2026 and long-term over the five- year period from 2021 to 2026 using a 30/70 weighting.

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