Our top 50 list has evolved over the years to better reflect the reality of advisors’ jobs. As one example, fee business wasn’t a consideration in years past, as odd as that sounds today.

Over the past few years, we began to incorporate fee business and we increased its weight each year in the final scores. This year, for the first time, it counts as much as assets under management, or trailing 12-month production.  Advisors could still make it onto our list without a significant amount of fee business, but just barely. They would need strong scores in the other categories. And even then, they would likely find themselves in the lower rankings.

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