N/A means a category does not apply to a company; N/C means the category is not calculable, as not enough advisors rated it to produce a reasonable sample

Numbers in green indicate a rating has increased by at least 0.5 of a point from last year. Numbers in red indicate a rating has decreased by at least 0.5 of a point from last yearThe "performance average" tallies all the ratings in a given category and averages them together. You can check to see if a company is above or below the average

The "importance Average" tallies all the importance ratings in a given category and averages them together. It is intended to measure how important advisors think a report Card category is to their business

The "IE rating" is an average of all of a company's category ratings, excluding the "overall rating by advisors." The "overall rating by advisors" is the rating advisors gave their firm as a whole

Source: Investment Executive ResearchInvestment Executive Chart

© 2017 Investment Executive. All rights reserved.