2024 AMERICA'S BEST TAMPS TM TAMPS AUM AND AUA ABSOLUTE CAPITAL $330 MILLION SMARTX $33 BILLION FLEXIBLE PLAN $1.4+ BILLION USA FINANCIAL $1.5 BILLION GEMMER $1.6 BILLION BUCKINGHAM GEOWEALTH $28.5 BILLION STRATEGIC PARTNERS $37.86 BILLION SYSTM $1.65 BILLION ASSETMARK $99.6 BILLION UX WEALTH PARTNERS $1.92 BILLION AXXCESS WEALTH $12.0 BILLION DYNASTY $40.6 BILLION ENVESTNET $666 BILLION SEI $95.6 BILLION CPALLIANCE $2.35 BILLION SMARTLEAF ASSET ADHESION WEALTH $11 BILLION MORNINGSTAR $41.8 BILLION ORION (INCLUDES BRINKER CAPITAL) $63.1 BILLION DYNAMIC $4.9 BILLION BROOKSTONE $9 BILLION FUSIONIQ $7.8 BILLION AMPLIFY $7.5 BILLION TAMPS AUM AND AUA presentations are collected from profile pages beginning on page 22. Intelliflo and Zoe Financial have not submitted AUM and AUA data to America's Best TAMPs. SIMPLICITY SOLUTIONS $6 BILLION MANAGEMENT $2.5 BILLION 21