Disclosures

All Assets Under Advisement (AUA) included on website are approximate, and as of March 31, 2024.

*Compound Annual Growth Rate (“CAGR”)

EP Wealth Advisors: December 31, 2017 through March 31, 2024

MAI Capital Management: December 31, 2017 through March 31, 2024

Merit Financial Advisors: December 31, 2020 through March 31, 2024

Waverly Advisors: December 31, 2021 through March 31, 2024