Investor Presentaiton

Advisor and household count up year-over-year Engaged and Total Advisors (4Q21-4Q22) Households (4Q21-4Q22) 10,000 9,297 300,000 8,649 8,701 8,688 8,702 8,000 6,000 4,000 2,000 0 4Q21 1Q22 2Q22 Engaged advisors 3Q22 4Q22 (dollars in millions) Total advisors Engaged advisors Assets from engaged advisors Households 241,053 250,000 215,668 220,172 223,098 209,900 200,000 150,000 100,000 50,000 IIII 0 4Q21 1Q22 2Q22 3Q22 4Q22 ■Households 4Q21 4Q22 VPY 8,649 9,297 7.5% 2,858 2,882 0.8% $86,385 209,900 $83,803 (3.0%) 241,053 14.8% The acquisition of Adhesion Wealth contributed 569 advisors, 185 engaged advisors and 14,951 households in the fourth quarter. For general public use. ASSETMARK. 12

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