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Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Universes are dynamic due to revisions for new funds, mergers and liquidations which result in change in the number of funds in a particular category and therefore it will be inaccurate if historical averages are linked. Source: ft.com (Apr 2019) 2019 Financial Times 400 Top Financial Advisors awarded in 2019. Investment performance is not a criterion. Ratings are based on the opinion of NAPA and may not be representative of any one clients experience nor indicative of the advisors future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. A measure of inflation. Assets under management are as of the end of the second quarter 2015. Implementation of a Customized Wealth Strategy. Large cap value funds typically have a below-average price-to-earnings ratio, price-to-book ratio, and 3-year sales-per-share growth value, compared to the S&P 500 Index. These criteria are utilized for each of the categories in which this award is given. Investment performance is not a criterion. It provides a measure of the historical consistency of the funds over performance or underperformance relative to its benchmark. Morgan Stanley - Private Wealth Management - Los Angeles, CA 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. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. 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. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. U.S. Treasury obligations that mature in two to ten years. Capitalization (Equal-Weighted) - represents the average market capitalization of the stocks in the funds portfolio. Source: Barron's.com (June 2021) 2021 Barron's Top 100 Women Financial Advisors ranking awarded in 2021. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Types of industries represented by the stocks held by the fund. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to PLANADVISER or ISS Media to obtain or use the ranking. It is a measure of co-movement between a portfolio and the benchmark. This ranking was determined based on an evaluation process conducted by ISS Media during the period from 1/1/14 12/31/14. This ranking is not indicative of the Financial Advisors future performance. 2021 Forbes America's Top Women Wealth Advisors. 2016 Financial Times 400 Top Financial Advisors. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 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. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC to obtain or use the ranking. 2021 NAPA's Top Retirement Plan Advisors Under 40 (Aces). 2017 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. 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. Calculated by Lipper, Inc. and includes all funds that, by portfolio practice, invest at least 75% of their equity assets in companies with market capitalizations (on a 3-year weighted basis) less than 250% of the dollar-weighted median of the smallest 500 of the middle 1,000 securities of S&P SuperComposite 1500 Index. For more information, see www.SHOOKresearch.com. 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. Source: Barron's.com (April 2020) 2020 Barron's Top 100 Financial Advisors awarded in 2020. Quantitative factors include, but are not limited to, total assets, production, average account size, years in the business and other statistics about the advisors practices gathered directly from the nominees. Worth editors receive thousands of nominations nationwide from Worth readers and investment professionals. The FT 401 is based on data gathered from advisors, regulatory disclosures, and the FT's research. The rating is not indicative of the Financial Advisors future performance. Women control a third of total U.S. household financial assets yet have often been overlooked by the financial industry. Neither Morgan Stanley Smith Barney LLC nor any of its Financial Advisors pay a fee to the Baltimore Business Journal in exchange for the rating. Earnings estimates are obtained from I/B/E/S, a database of analysts estimates of future earnings for publicly traded companies. Measures the performance of the 2,000 smallest companies in the Russell 3000 Index, which represents approximately 8% of the total market capitalization of the Russell 3000 Index. We present the FT 400 as an elite group, not a competitive ranking. The excitement of living in a foreign country is one of the perks of working abroadbut there are financial challenges, too. Market timer investors will move their money among stocks, bonds and money market instruments based upon their expectations of short-term price changes in the capital markets. 2018 Barron's Top 100 Women Financial Advisors. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to the Financial Times in to obtain or use the ranking. This ranking is not indicative of the Financial Advisors future performance. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Source: planadviser.com (May 2020) awarded in 2020. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) during the period from 9/30/20 - 9/30/21. This ranking is based on a mixture of qualitative and quantitative measures, including tenure in the business, focus on retirement plan business as a percentage of practice revenue, willingness to serve in a fiduciary role to clients plans, and a review of essay answers and compliance records. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. This ranking was determined based on an evaluation process conducted by ISS Media utilizing data from responses to the PLANADVISER Retirement Plan Adviser Survey as of Jan/Feb 2012. The MBS Index excludes buy downs, graduated-equity mortgages, and project loans. Barron's Top Women Advisors Summit Attendees 2017-2019. 2018 PLANSPONSOR Retirement Plan Adviser of the Year. This ranking was determined based on an evaluation process conducted by ISS Media utilizing data from responses to the PLANADVISER Retirement Plan Adviser Survey as of Jan/Feb 2020. Ratings are based on the opinion of ISS Media and may not be representative of any one clients experience nor indicative of the financial advisors future performance. 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. The ease with which investments can be bought or sold quickly without having a major impact on the price of those investments. Investment performance is not a criterion. This ranking is not indicative of the Financial Advisors future performance. Ratings are based on the opinion of ISS Media and may not be representative of any one clients experience nor indicative of the financial advisors future performance. Morgan Stanley Emerging Equity Markets Free Gross Dividend Index. Laila Pence Pence Wealth Management Newport Beach California $500K $1.6B $1-30M $1-30M 6.. Ratings are based on the opinion of NAPA and may not be representative of any one clients experience nor indicative of the advisors future performance. 2018 NAPA's Top Retirement Plan Advisors Under 40 (Young Guns). The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. This ranking is not indicative of the Financial Advisors future performance. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. Debt securities, such as bonds and money market instruments, with specified interest and principal payment dates and amounts. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2018 - Dec 2019. Ratings are based on the opinion of NAPA and may not be representative of any one clients experience nor indicative of the advisors future performance. Another day, another First Republic team on the move. For more information, see www.SHOOKresearch.com. Morgan Stanley | Global Leader in Financial Services This ranking is not indicative of the Financial Advisors future performance. 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. Barclays Capital Intermediate Government/ Corporate Bond Index. J.P. Morgan Advisors Scoops up $7-Mln First Republic Duo in Los Angeles This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2006 - Dec 2007. Source: Barron's.com (April 2022) 2022 Barron's Top 100 Institutional Consulting Teams ranking awarded in 2022. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. This ranking is not indicative of the Financial Advisors future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Free float-adjusted market capitalization index that is designed to measure equity market performance in the global developed and emerging markets excluding U.S. Free float-adjusted market capitalization index that is designed to measure equity performance in the global developed and emerging markets. Source: planadviser.com (May 2019) awarded in 2019. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2020 - Dec 2021. Market performance is represented by the Morgan Stanley EAFE Index. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience.