SURVEY & RANKING 2019 - Financial Advisor

July 2019 ? fa- SPONSORED BY

SURVEY & RANKING 2019

FA's 2019 RIA RANKING

2018 TOTAL ASSETS

RANK

FIRM NAME

LOCATION

YEAR END 2018 ASSETS

($MM)*

ASSET CATEGORY: $1 BILLION AND OVER

1

CAPTRUST

Raleigh, N.C.

2

Edelman Financial Engines

Sunnyvale, Calif.

3

Fisher Investments

Camas, Wash.

4

First Republic Investment Management

San Francisco, Calif.

5

Fort Washington Investment Advisors

Cincinnati, Ohio

6

Creative Planning

Overland Park, Kan.

7

Advanced Capital Group

Minneapolis, Minn.

8

United Capital Financial Advisers

Newport Beach, Calif.

9

Mariner Wealth Advisors

Overland Park, Kan.

10

Moneta

St. Louis, Mo.

11

Silvercrest Asset Management Group

New York, N.Y.

12

Segall Bryant & Hamill

Chicago, Ill.

13

CIBC Private Wealth Management

Atlanta, Ga.

14

BBR Partners

New York, N.Y.

15

Veritable

Newtown Square, Pa.

16

Buckingham Strategic Wealth

St. Louis, Mo.

17

Plante Moran Financial Advisors

Southfield, Mich.

18

Tiedemann Advisors

New York, N.Y.

19

DiMeo Schneider & Associates

Chicago, Ill.

20

1919 Investment Counsel

New York, NY

21

Aspiriant

Los Angeles, Calif.

22

Bahl & Gaynor Investment Counsel

Cincinnati, Ohio

23

Brownson, Rehmus & Foxworth

Chicago, Ill.

24

Advanced Research Investment Solutions (ARIS) Beverly Hills, Calif.

25

Johnson Investment Counsel

Cincinnati, Ohio

26

RMB Capital

Chicago, Ill.

27

Pathstone

Englewood, N.J.

28

Signature Estate & Investment Advisors

Los Angeles, Calif.

29

The Colony Group

Boston, Mass.

30

Evercore Wealth Management

New York, N.Y.

31

Carson Wealth Management Group

Omaha, Neb.

32

WE Family Offices

Miami, Fla.

33

myCIO Wealth Partners

Philadelphia, Pa.

34

Gresham Partners

Chicago, Ill.

35

Mason Investment Advisory Services

Reston, Va.

36

Ballentine Partners

Waltham, Mass.

37

Clarfeld Financial Advisors

Tarrytown, N.Y.

38

GW & Wade

Wellesley, Mass.

39

Athena Capital Advisors

Lincoln, Mass.

40

Cornerstone Advisors Asset Management

Bethlehem, Pa.

41

RSM US Wealth Management

Minneapolis, Minn.

42

Mill Creek Capital Advisors

Conshohocken, Pa.

43

Tolleson Private Wealth Management

Dallas, Texas

44

AE Wealth Management

Topeka, Kan.

45

Beacon Pointe Advisors

Newport Beach, Calif.

46

Homrich Berg

Atlanta, Ga.

47

Ferguson Wellman Capital Management

Portland, Ore.

48

Savant Capital

Rockford, Ill.

49

Brighton Jones

Seattle, Wash.

50

Conrad Siegel

Harrisburg, Pa.

51

CV Advisors

Aventura, Fla.

52

Adviser Investments

Newton, Mass.

289,654.60 181,300.00 94,107.84 78,291.03 52,421.78 33,905.05 22,774.70 22,056.50 22,043.09 20,257.47 19,032.24 18,627.05 18,047.87 15,900.00 15,021.77 14,907.77 14,337.30 13,920.63 13,840.10 11,808.43 11,669.98 11,524.53 10,892.86 10,827.94 10,661.23

8,632.00 8,534.38 8,410.52 7,622.60 7,559.82 7,502.98 7,402.70 7,377.05 7,248.39 6,507.70 6,424.57 6,103.00 5,928.19 5,822.95 5,807.39 5,694.02 5,623.05 5,563.00 5,526.24 5,505.87 5,457.26 5,456.66 5,382.96 5,299.27 5,178.36 5,064.49 5,014.03

* Discretionary and nondiscretionary AUM reported on Form ADV. ** Average assets per client relationship. NM = not meaningful.

% GROWTH IN ASSETS 2017-2018

ASSETS PER CLIENT

($MM)**

% GROWTH IN ASSETS PER CLIENT

5.72% 7.02% ?2.00% 5.75% ?3.89% 5.90% 39.18% 2.70% 37.22% 9.42% ?10.65% 49.36% ?3.66% 11.98% ?3.90% 21.37% 0.09% 13.16% 3.76% 4.96% ?4.45% 5.70% ?3.10% ?2.05% 2.31% 4.93% ?0.17% 7.50% 20.81% 3.14% 46.93% 0.33% 12.98% 4.52% ?6.65% ?4.09% ?2.35% ?6.16% 6.42% 1.55% ?4.93% ?3.02% ?0.75% 100.29% ?0.99% ?2.49% 5.91% ?3.66% 6.81% 23.10% ?9.71% ?5.51%

$43.51 $0.17 $1.63 $5.90 $79.43 $1.08 $88.96 $1.08 $1.39 $4.35 $26.88 $8.87 $2.46 $111.19 $67.06 $1.88 $4.98 $34.20 $33.76 $7.68 $6.97 $15.96 $21.92 $183.52 $2.97 $4.74 $26.26 $1.11 $2.43 $12.60 $3.75 $101.41 $10.08 $71.06 $7.78 $30.45 $13.56 $2.46 $138.64 $12.44 $1.51 $16.69 $34.55 $0.14 $4.27 $2.66 $6.52 $1.11 $3.08 $20.31 $64.11 $1.32

?22.50% 16.74% ?21.79% ?12.13% ?5.05% ?19.56% 48.42% 4.11% 14.69% 9.38% ?9.26% 52.56% ?10.40% 4.15% ?6.05% ?2.46% ?0.47% 25.67% ?2.31% ?35.47% ?7.02% 5.85% ?8.95% ?25.29% ?9.14% ?3.13% ?5.08% 0.41% ?27.39% 3.14% 32.24% ?3.79% ?0.60% 0.42% ?12.57% ?10.91% ?11.03% ?8.34% 8.95% 0.46% ?1.96% ?7.33% ?2.60% ?26.33% ?2.91% ?26.80% 0.97% ?12.24% ?7.89% 11.03% ?8.56% ?6.55%

This copy is for your personal, non-commercial use only. Reproductions and distribution of this news story are strictly prohibited. For reprints of the PDF contact Susanna Marra at 732-450-8866 ext 24, susanna@fa-.

% CHANGE IN NO.

OF CLIENTS

36.41% ?8.32% 25.30% 20.34% 1.23% 31.64% ?6.23% ?1.35% 19.65% 0.04% ?1.53% ?2.10% 7.52% 7.52% 2.28% 24.43% 0.56% ?9.96% 6.22% 62.65% 2.76% ?0.14% 6.42% 31.11% 12.60% 8.32% 5.18% 7.06% 66.38% 0.00% 11.11% 4.29% 13.66% 4.08% 6.77% 7.65% 9.76% 2.38% ?2.33% 1.08% ?3.03% 4.66% 1.90% 171.89% 1.98% 33.20% 4.89% 9.77% 15.96% 10.87% ?1.25% 1.12%

FA's 2019 RIA RANKING

2018 TOTAL ASSETS

RANK

FIRM NAME

LOCATION

YEAR END 2018 ASSETS

($MM)*

53

Sontag Advisory

54

Monroe Vos Consulting Group

55

Douglas C. Lane & Associates

56

Wetherby Asset Management

57

Freestone Capital Management

58

Welch & Forbes

59

MAI Capital Management

60

Altair Advisers

61

Signature Family Wealth Advisors

62

Cafaro Greenleaf

63

Litman Gregory Asset Management

64

Ropes Wealth Advisors

65

Gofen And Glossberg

66

Finaccess Advisors

67

Heck Capital Advisors

68

Retirement Planners of America

69

Joel Isaacson & Co.

70

Northside Capital Management

71

EP Wealth Advisors

72

Beaumont Financial Partners

73

Lido Advisors

74

B|O|S

75

Alesco Advisors

76

R. M. Davis

77

Sequoia Financial Group

78

The Mather Group

79

Balasa Dinverno Foltz

80

RGT Wealth Advisors

81

Dowling & Yahnke

82

Ingalls & Snyder

83

Valeo Financial Advisors

84

WMS Partners

85

Plancorp

86

CLA Wealth Advisors

87

RegentAtlantic

88

Lourd Capital

89

Sullivan, Bruyette, Speros & Blayney

90

Greenspring Advisors

91

SignatureFD

92

Allworth Financial

93

HBKS Wealth Advisors

94

Bradley, Foster & Sargent

95

Cornerstone Advisors

96

South Texas Money Management

97

Coldstream Wealth Management

98

Brightworth

99

Forum Financial Management

100

Pension Consultants

101

Forbes Family Trust

102

Camden Capital

103

Honkamp Krueger Financial Services

104

Geller Advisors

105

Wipfli Financial Advisors

New York, N.Y. Houston, Texas New York, N.Y. San Francisco, Calif. Seattle, Wash. Boston, Mass. Cleveland, Ohio Chicago, Ill. Charlottesville, Va. Red Bank, N.J. Walnut Creek, Calif. Boston, Mass. Chicago, Ill. Miami, Fla. Rhinelander, Wis. Plano, Texas New York, N.Y. Hood River, Ore. Torrance, Calif. Needham, Mass. Los Angeles, Calif. San Francisco, Calif. Pittsford, N.Y. Portland, Maine Akron, Ohio Chicago, Ill. Itasca, Ill. Dallas, Texas San Diego, Calif. New York, N.Y. Indianapolis, Ind. Towson, Md. St. Louis, Mo. Minneapolis, Minn. Morristown, N.J. Beverly Hills, Calif. McLean, Va. Towson, Md. Atlanta, Ga. Sacremento, Calif. Erie, Pa. Hartford, Conn. Bellevue, Wash. San Antonio, Texas Bellevue, Wash. Atlanta, Ga. Lombard, Ill. Springfield, Mo. New York, N.Y. El Segundo, Calif. Dubuque, Iowa New York, N.Y. Milwaukee, Wis.

4,994.19 4,958.30 4,884.86 4,851.93 4,689.55 4,589.19 4,460.01 4,404.37 4,347.02 4,300.00 4,269.82 4,260.36 4,186.89 4,185.91 4,161.58 4,147.39 4,137.42 4,124.34 4,107.30 4,094.00 4,086.49 4,056.83 4,041.87 3,938.59 3,903.14 3,873.06 3,864.05 3,857.12 3,829.23 3,791.56 3,750.48 3,679.84 3,661.61 3,616.02 3,597.79 3,573.95 3,518.35 3,505.28 3,494.18 3,453.73 3,448.04 3,440.59 3,400.00 3,385.23 3,348.19 3,335.52 3,262.67 3,255.95 3,230.00 3,174.61 3,160.64 3,144.39 3,043.91

* Discretionary and nondiscretionary AUM reported on Form ADV. ** Average assets per client relationship. NM = not meaningful.

% GROWTH IN ASSETS 2017-2018

?5.24% ?7.52% ?8.31% 3.64% 10.66% ?6.31% ?2.38% ?2.74% ?1.31% 86.96% ?14.68% 10.80% ?4.30% ?4.63% ?2.01% 0.21% 7.28% ?17.93% 24.58% ?1.09% 47.38% ?8.51% 4.87% ?1.74% 0.01% 156.13% ?3.26% ?4.22% ?3.26% 10.07% 12.13% ?10.96% ?8.70% 0.00% ?1.97% ?0.31% 1.34% 8.58% 14.15% 38.93% 8.55% ?4.07% ?8.11% 2.09% 2.26% 0.03% 0.15% ?4.70% ?4.33% 60.53% 4.58% 12.68% ?37.41%

ASSETS PER CLIENT

($MM)**

$3.83 $52.75 $4.09 $8.94 $2.69 $6.01 $4.61 $14.16 $25.72 $10.75 $11.21 $3.86 $4.57 $50.43 $4.69 $0.48 $3.76 $152.75 $1.14 $2.05 $2.56 $4.45 $8.98 $2.56 $1.03 $3.40 $2.79 $6.81 $3.19 $0.94 $2.50 $9.46 $2.97 $0.79 $2.44 $7.05 $3.36 $7.67 $3.11 $0.52 $0.69 $2.44 $5.23 $1.79 $2.52 $2.57 $1.00 $35.39 $30.76 $10.51 $0.83 $66.90 $1.68

% GROWTH IN ASSETS PER CLIENT

?12.72% ?7.52% ?11.76% 1.35% 2.15% ?0.91% ?13.98% ?3.99% ?4.23% ?29.89% ?20.06% 4.37% ?6.07% ?20.71% ?17.90% ?10.10% ?9.40% ?14.89% ?7.43% ?6.03% ?5.79% ?8.00% ?2.12% ?9.16% ?40.39% 101.71% ?8.01% ?7.94% ?7.93% ?30.04% ?2.82% ?15.54% ?13.37% ?15.22% ?13.49% 0.87% ?4.27% ?3.07% 0.74% ?7.45% 0.23% ?6.73% ?8.11% ?1.59% ?5.66% 9.96% 2.71% ?6.78% ?36.22% 44.05% 3.01% ?16.09% ?32.00%

This copy is for your personal, non-commercial use only. Reproductions and distribution of this news story are strictly prohibited. For reprints of the PDF contact Susanna Marra at 732-450-8866 ext 24, susanna@fa-.

% CHANGE IN NO.

OF CLIENTS

8.57% 0.00% 3.91% 2.26% 8.33% ?5.45% 13.48% 1.30% 3.05% 166.67% 6.72% 6.15% 1.89% 20.29% 19.35% 11.46% 18.41% ?3.57% 34.58% 5.26% 56.43% ?0.55% 7.14% 8.16% 67.77% 26.98% 5.17% 4.04% 5.08% 57.34% 15.38% 5.42% 5.39% 17.95% 13.31% ?1.17% 5.86% 12.01% 13.31% 50.11% 8.30% 2.85% 0.00% 3.73% 8.39% ?9.03% ?2.49% 2.22% 50.00% 11.44% 1.52% 34.29% ?7.97%

FA's 2019 RIA RANKING

2018 TOTAL ASSETS

RANK

FIRM NAME

LOCATION

YEAR END 2018 ASSETS

($MM)*

106

Massey Quick Simon

Morristown, N.J.

107

Crescent Grove Advisors

Lake Forest, Ill.

108

Wilbanks Smith & Thomas Asset Management Norfolk, Va.

109

Clifford Swan Investment Counselors

Pasadena, Calif.

110

TFO Phoenix

Phoenix, Ariz.

111

LAMCO Advisory Services

Lake Mary, Fla.

112

Truepoint Wealth Counsel

Cincinnati, Ohio

113

JMG Financial Group

Downers Grove, Ill.

114

Badgley Phelps Wealth Managers

Seattle, Wash.

115

Westmount Asset Management

Los Angeles, Calif.

116

Telemus Capital

Southfield, Mich.

117

Prio Wealth

Boston, Mass.

118

Covington Capital Management

Los Angeles, Calif.

119

RAA

Addison, Texas

120

Allegheny Financial Group

Pittsburgh, Pa.

121

Budros, Ruhlin and Roe

Columbus, Ohio

122

Frontier Investment Management Co.

Dallas, Texas

123

Advance Capital Management

Southfield, Mich.

124

Fort Pitt Capital Group

Pittsburgh, Pa.

125

TCI Wealth Advisors

Tucson, Ariz.

126

Carroll Financial Associates

Charlotte, N.C.

127

Merriman Wealth Management

Seattle, Wash.

128

Parsec Financial Management

Asheville, N.C.

129

Matter Family Office

St. Louis, Mo.

130

Wellesley Asset Management

Wellesley, Mass.

131

Cassaday & Company

Mclean, Va.

132

Modera Wealth Management

Westwood, N.J.

133

Parallel Advisors

San Francisco, Calif.

134

Grimes & Company

Westborough, Mass.

135

Brookstone Capital Management

Wheaton, Ill.

136

Halbert Hargrove Global Advisors

Long Beach, Calif.

137

SYM Financial Advisors

Winona Lake, Ind.

138

Heritage Investors Management

Bethesda, Md.

139

MRA Associates

Phoenix, Ariz.

140

EMM Wealth

New York, N.Y.

141

Spectrum Investment Advisors

Mequon, Wis.

142

Warren Averett Asset Management

Birmingham, Ala.

143

Hamilton Capital

Columbus, Ohio

144

Mainstay Capital Management

Grand Blanc, Mich.

145

Kovack Advisors

Fort Lauderdale, Fla.

146

Destination Wealth Management

Walnut Creek, Calif.

147

JFS Wealth Advisors

Hermitage, Pa.

148

Evergreen Gavekal

Bellevue, Wash.

149

Capital Directions

Atlanta, Ga.

150

TFO?TDC

Maumee, Ohio

151

ARGI

Louisville, Ky.

152

Palladium Registered Investment Advisors Norfolk, Va.

153

Annex Wealth Management

Elm Grove, Wis.

154

Bordeaux Wealth Advisors

Menlo Park, Calif.

155

Advisors Capital Management

Ridgewood, N.J.

156

Pure Financial Advisors

San Diego, Calif.

157

Frontier Wealth Management

Kansas City, Mo.

158

Coastal Bridge Advisors

Westport, Conn.

2,975.55 2,889.27 2,848.66 2,776.00 2,771.25 2,743.36 2,731.50 2,675.00 2,636.48 2,636.40 2,590.06 2,560.19 2,556.75 2,556.23 2,536.04 2,527.74 2,527.23 2,512.17 2,473.34 2,464.23 2,463.90 2,443.11 2,442.31 2,428.41 2,427.82 2,398.35 2,391.44 2,386.83 2,376.40 2,350.00 2,343.32 2,328.58 2,321.73 2,319.43 2,314.81 2,314.47 2,296.74 2,294.83 2,268.98 2,261.27 2,249.19 2,205.58 2,197.09 2,187.38 2,175.23 2,162.65 2,159.26 2,136.43 2,133.45 2,132.07 2,128.53 2,113.81 2,097.54

* Discretionary and nondiscretionary AUM reported on Form ADV. ** Average assets per client relationship. NM = not meaningful.

% GROWTH IN ASSETS 2017-2018

?1.72% 11.78% ?3.77% ?4.90% 15.21% 12.34% ?2.69% 3.76% 5.89% 5.63% ?6.99% ?7.91% 7.96% ?4.52% ?13.53% 1.20% 8.76% ?3.60% ?1.30% ?5.35% ?0.52% ?9.36% ?4.57% ?5.82% ?12.13% 1.17% 0.22% 27.26% 9.07% 9.30% ?7.13% ?3.51% ?6.34% ?2.45% ?10.90% 4.99% ?8.35% ?4.01% ?2.01% 3.08% ?0.16% ?7.72% ?4.33% ?6.81% ?8.42% 17.05% ?3.79% 16.90% 2.89% 5.87% 4.36% 2.97% ?11.67%

ASSETS PER CLIENT

($MM)**

$9.79 $14.74 $1.50 $3.58 $18.47 $12.03 $2.66 $3.12 $5.09 $2.23 $1.69 $4.03 $4.39 $0.80 $0.69 $3.47 $1.63 $0.45 $1.12 $1.14 $0.48 $1.05 $1.47 $15.98 $1.42 $1.23 $1.70 $1.16 $0.96 $0.14 $3.68 $2.08 $3.46 $3.35 $17.54 $6.17 $1.95 $1.15 $0.62 $0.30 $1.33 $1.10 $3.03 $1.68 $1.60 $0.66 $2.21 $0.33 $17.35 $0.42 $0.89 $1.33 $7.98

% GROWTH IN ASSETS PER CLIENT

?12.71% ?5.33% 21.40% ?7.23% 2.92% ?5.89% ?27.99% ?10.39% ?2.49% 2.59% ?27.05% ?5.01% ?26.17% ?8.29% ?52.37% 1.34% ?1.72% ?8.35% ?6.73% ?9.06% ?15.92% 10.58% ?10.14% ?0.24% ?12.23% ?3.09% ?8.39% 17.24% ?2.69% 6.09% ?10.20% ?6.78% ?11.64% ?12.72% ?16.98% ?4.81% ?11.31% ?9.44% ?3.52% 30.27% ?6.88% ?10.62% ?1.03% ?13.98% ?10.92% 6.93% ?9.70% 2.02% ?18.86% ?0.36% ?9.92% 1.60% ?1.26%

This copy is for your personal, non-commercial use only. Reproductions and distribution of this news story are strictly prohibited. For reprints of the PDF contact Susanna Marra at 732-450-8866 ext 24, susanna@fa-.

% CHANGE IN NO.

OF CLIENTS

12.59% 18.07% ?20.73% 2.51% 11.94% 19.37% 35.13% 15.79% 8.60% 2.96% 27.50% ?3.05% 46.23% 4.11% 81.55% ?0.14% 10.66% 5.19% 5.82% 4.08% 18.31% ?18.03% 6.19% ?5.59% 0.12% 4.40% 9.40% 8.54% 12.09% 3.03% 3.41% 3.51% 6.00% 11.77% 7.32% 10.29% 3.34% 6.00% 1.56% ?20.87% 7.22% 3.24% ?3.33% 8.33% 2.80% 9.47% 6.54% 14.58% 26.80% 6.25% 15.85% 1.34% ?10.54%

FA's 2019 RIA RANKING

2018 TOTAL ASSETS

RANK

FIRM NAME

LOCATION

YEAR END 2018 ASSETS

($MM)*

159

Strategic Wealth Partners Group

Deerfield, Ill.

160

Exencial Wealth Advisors

Oklahoma City, Okla.

161

Private Ocean Wealth Management

San Rafael, Calif.

162

Wescott Financial Advisory Group

Philadelphia, Pa.

163

Johnson Sterling

Birmingham, Ala.

164

Sowell Management

North Little Rock, Ark.

165

Pinnacle Advisory Group

Columbia, Md.

166

Gradient Investments

Arden Hills, Minn.

167

Raub Brock Capital Management

Larkspur, Calif.

168

Capital Asset Advisory Services

Haslett, Mich.

169

Mission Wealth Management

Santa Barbara, Calif.

170

Accredited Investors Wealth Management Edina, Minn.

171

SJS Investment Services

Sylvania, Ohio

172

Andersen Tax

McLean, Va.

173

Water Oak Advisors

Winter Park, Fla.

174

Sage Financial Group

Conshohocken, Pa.

175

Carnegie Investment Counsel

Pepper Pike, Ohio

176

Fairview Capital Investment Management Greenbrae, Calif.

177

RINET Company

Boston, Mass.

178

Welch Hornsby

Montgomery, Ala.

179

Crestwood Advisors Group

Boston, Mass.

180

PagnatoKarp

Reston, Va.

181

Cardiff Park Advisors

San Marcos, Calif.

182

Family Management Corporation

New York, N.Y.

183

Carlson Capital Management

Northfield, Minn.

184

Klingman & Associates

New York, N.Y.

185

Morton Capital Management

Calabasas, Calif.

186

G.W. Henssler & Associates

Kennesaw, Ga.

187

Resource Consulting Group

Orlando, Fla.

188

F. L. Putnam Investment Management Company Wellesley, Mass.

189

RCL Advisors

New York, N.Y.

190

Barrett Asset Management

New York, N.Y.

191

Retirement Income Solutions

Ann Arbor, Mich.

192

HoyleCohen

San Diego, Calif.

193

Gratus Capital

Atlanta, Ga.

194

Brouwer and Janachowski

Mill Valley, Calif.

195

Courier Capital

Buffalo, N.Y.

196

Chesley, Taft & Associates

Chicago, Ill.

197

Anderson Financial Partners

Ponte Vedra, Fla.

198

Radnor Financial Advisors

Wayne, Pa.

199

Aldrich Wealth

Lake Oswego, Ore.

200

Polaris Greystone Financial Group

San Rafael, Calif.

201

Beirne Wealth Consulting Services

Shelton, Conn.

202

Chicago Capital

Chicago, Ill.

203

Burney Company

Reston, Va.

204

Colorado Financial Management

Boulder, Colo.

205

Birch Hill Investment Advisors

Boston, Mass.

206

Argent Wealth Management

Waltham, Mass.

207

MCF Advisors

Covington, Ky.

208

Vivaldi Capital Management

Chicago, Ill.

209

TrustCore Financial Services

Brentwood, Tenn.

210

Private Vista

Chicago, Ill.

211

Goelzer Investment Management

Indianapolis, Ind.

2,083.80 2,055.17 2,004.72 2,003.14 1,962.45 1,960.64 1,954.30 1,953.79 1,912.82 1,901.00 1,884.01 1,869.38 1,867.60 1,865.08 1,855.45 1,840.00 1,838.01 1,827.54 1,823.15 1,817.96 1,807.61 1,801.50 1,799.90 1,782.20 1,778.50 1,774.54 1,762.40 1,758.38 1,756.69 1,747.90 1,736.37 1,715.73 1,713.23 1,713.17 1,674.18 1,656.13 1,630.55 1,610.30 1,610.00 1,600.76 1,599.83 1,591.41 1,589.99 1,587.67 1,578.47 1,569.96 1,564.01 1,560.98 1,551.19 1,525.59 1,525.31 1,523.93 1,521.45

* Discretionary and nondiscretionary AUM reported on Form ADV. ** Average assets per client relationship. NM = not meaningful.

% GROWTH IN ASSETS 2017-2018

26.91% ?2.36% 25.93% 3.23% 14.39% 35.89% ?2.29% 2.67% 50.04% 17.64% 10.90% ?3.48% ?5.29% ?11.90% ?5.86% 8.24% 8.90% ?8.28% ?7.77% ?5.77% ?1.32% 0.74% 3.37% 0.63% ?8.18% ?0.87% ?3.64% ?3.12% ?4.38% 1.68% 4.38% ?5.39% ?3.14% ?0.87% 4.61% ?0.40% ?3.23% ?8.55% ?8.00% ?5.84% 32.86% 6.81% ?30.72% 31,653.36% ?10.59% 8.25% ?1.21% ?3.98% 0.13% 26.85% 21.09% ?10.21% ?3.56%

ASSETS PER CLIENT

($MM)**

$3.19 $2.10 $1.92 $4.11 $5.45 $0.45 $1.58 $0.15 $0.62 $0.23 $1.93 $3.84 $2.57 $5.67 $2.94 $2.83 $1.67 $10.38 $10.13 $3.91 $4.72 $5.36 $4.65 $2.76 $1.79 $4.50 $1.85 $1.61 $4.01 $3.04 $12.23 $2.62 $1.43 $1.49 $2.84 $2.21 $1.99 $4.50 $38.33 $4.42 $2.13 $1.00 $2.89 $3.62 $0.75 $1.89 $8.94 $3.74 $2.42 $2.54 $0.82 $1.48 $3.10

% GROWTH IN ASSETS PER CLIENT

4.79% ?3.96% ?27.63% ?8.64% 13.75% 10.56% ?1.50% ?12.76% 177.15% ?27.26% ?2.28% ?9.23% ?13.64% ?19.39% ?7.50% ?0.09% ?15.85% ?8.80% ?10.33% ?10.63% ?6.98% 3.14% 3.37% ?12.92% ?15.20% ?15.21% ?6.17% ?6.32% ?9.62% ?5.57% 10.26% ?6.11% ?4.68% ?3.37% ?21.85% ?4.92% ?4.41% ?3.18% ?8.00% ?9.74% 25.77% 3.58% 29.36% 28,832.44% ?19.11% ?3.11% ?10.81% ?7.90% 0.91% ?4.86% 14.54% ?14.23% ?3.95%

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% CHANGE IN NO.

OF CLIENTS

21.11% 1.66% 74.00% 12.99% 0.56% 22.91% ?0.80% 17.68% ?45.86% 61.72% 13.49% 6.33% 9.67% 9.30% 1.77% 8.33% 29.41% 0.57% 2.86% 5.44% 6.09% ?2.33% 0.00% 15.56% 8.28% 16.91% 2.70% 3.41% 5.80% 7.68% ?5.33% 0.77% 1.61% 2.59% 33.86% 4.76% 1.23% ?5.54% 0.00% 4.32% 5.63% 3.12% ?46.45% 9.75% 10.53% 11.73% 10.76% 4.25% ?0.77% 33.33% 5.71% 4.69% 0.41%

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