Investor Presentaiton

Advisor and household count up year-over-year Engaged and Total Advisors (1Q22-1Q23) Households (1Q22-1Q23) 10,000 9,297 9,319 8,701 8,688 8,702 8,000 6,000 4,000 2,000 0 1Q22 2Q22 3Q22 Engaged advisors 4Q22 1Q23 (dollars in millions) Total advisors Engaged advisors Assets from engaged advisors Households For general public use. 300,000 243,775 241,053 250,000 220,172 223,098 215,668 200,000 150,000 100,000 50,000 IIII 0 1Q22 2Q22 3Q22 4Q22 1Q23 ■Households 1Q22 1Q23 VPY 8,701 9,319 7.1% 2,815 2,976 5.7% $83,643 $88,587 5.9% 215,668 243,775 13.0% Engaged advisors increased by 94 q/q (+56 organic and +38 from market) ASSETMARK. 11

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