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The ��ǲ�’s 2023 Top 100 RIA Firms list, an eight-year annual ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use of logo. Investor experience and returns are not considered. The 2018 ranking refers to Edelman ��ϲ�� Services, LLC, which combined its advisory business in its entirety with ��ϲ�� Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of 12th. Used with permission. ©2023 Dow Jones & Company, Inc.

The ��ϲ�� Times 300 Top Registered Investment Advisers list is an independent listing produced annually by the ��ϲ�� Times (July 2020). The FT 300 is based on data gathered from RIA firms, regulatory disclosures and the FT’s research. The listing reflected each practice’s performance in six primary areas: assets under management, asset growth, compliance record, years in existence, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of the practice’s future performance. Neither the RIA firms nor their employees pay a fee to the ��ϲ�� Times in exchange for inclusion in the FT 300.

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© 2024 ��ϲ��, LLC. ��ϲ��® is a registered trademark of ��ϲ��, LLC. All advisory services provided by ��ϲ�� Engines Advisors L.L.C., a federally registered investment advisor. Certain services provided on an educational and guidance basis only. Results are not guaranteed.

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��ϲ��' Client Relationship Summary