^*As reported by Financial Planning magazine, June 1996-2015, based on total revenue.
¹As reported in Barron's August 25, 2012, August 24, 2013 and August 23, 2014. Based on assets under management, quality of practices, revenue that advisors generate for their firms and other factors.
²As reported in Barron’s February 18, 2013, February 22, 2014 and February 23, 2015.  Based on assets under management, revenue generated for advisors' firms and other factors.
³As reported in Barron's April 15, 2013. Based on volume of assets overseen by the advisors and their teams, revenues generated for the firms, quality of the advisors' practices and other factors.
⁴As reported in Financial Times April 11,2013, March 25, 2014 and March 25, 2015. Ranking based on advisors assets under management, asset growth, compliance record, experience, credentials and accessibility.
⁵Ranking based on assets under management.
⁶Barron's: As reported in Barron's June 7, 2014. Based on assets under management, revenue produced for the firm, regulatory record and quality of practice and philanthropic work. Financial Times The 2014 Financial Times Top 100 Women Financial Advisors  is an independent listing produced by the Financial Times (November, 2014). The FT 100 is based on data gathered from firms, regulatory disclosures, and the FT's research. As identified by the FT, the listing reflected each advisor's performance in six primary areas, including assets under management, asset growth, compliance record, years in existence, credentials and accessibility.  Neither firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 100.