The Clift Group

<p>The 2020 National Association of Plan Advisors&rsquo; Top DC Advisor Teams award was announced March 2020. Data as of 12/31/2019. The award recognizes retirement plan advisor teams with at least $100 million in defined contribution assets under advisement. This award does not evaluate the quality of services provided to clients and is not indicative of the advisor&rsquo;s future performance. The financial advisor does not pay a fee to be considered for or to receive this award.</p>

<p>The 2021 National Association of Plan Advisors&rsquo; Top DC Advisor Teams award was announced March 2022. Data as of 12/31/2021. The award recognizes retirement plan advisor teams with at least $100 million in defined contribution assets under advisement. This award does not evaluate the quality of services provided to clients and is not indicative of the advisor&rsquo;s future performance. The financial advisor does not pay a fee to be considered for or to receive this award.</p>

<p>The 2022 National Association of Plan Advisors&rsquo; Top DC Advisor Teams award was announced March 2023. Data as of 12/31/2022. The award recognizes retirement plan advisor teams with at least $100 million in defined contribution assets under advisement. This award does not evaluate the quality of services provided to clients and is not indicative of the advisor&rsquo;s future performance. The financial advisor does not pay a fee to be considered for or to receive this award.</p>

<p>The National Association of Plan Advisors is a non-profit professional society. RBC Wealth Management is not affiliated with The National Association of Plan Advisors.&nbsp;<br /> This list focuses on teams, broadly defined as being in a single physical location, and having at least $100 million in DC assets under advisement. It is based on self-reported&nbsp;<br /> assets under advisement as of December 31, 2023.&nbsp;<br /> The 2024 National Association of Plan Advisors&rsquo; Top DC Advisor Teams award was announced March 2024. Data as of 12/31/2023. The award recognizes retirement plan advisor teams with at least $100 million in defined contribution assets under advisement. This award does not evaluate the quality of services provided to clients and is not indicative of the advisor&rsquo;s future performance. The financial advisor does not pay a fee to be considered for or to receive this award.&nbsp;</p>