The Investment Center
| Transition/ on-boarding support | Inc. |
| Clarity of account statements | 10 |
| Resolution of client account problems | 9.9 |
| Helpful home-office support staff | 10 |
| Custody and clearing | 10 |
| Overall rating | 9.9 |
| Methodology | 10 |
| Transition/ on-boarding support | Inc. |
| Clarity of account statements | 10 |
| Resolution of client account problems | 9.9 |
| Helpful home-office support staff | 10 |
| Custody and clearing | 10 |
| Overall rating | 9.9 |
| Methodology | 10 |