*In partnership with Buckingham Strategic Partners. As of September 30, 2023, Buckingham Strategic Wealth and the community of advisors that make up Buckingham Strategic Partners collectively manage or administer more than $63 billion. Buckingham Strategic Partners had $10.38 billion of discretionary regulatory assets under management and $13.88 billion of non-discretionary regulatory assets under management. In addition, Buckingham Strategic Partners provides administrative, back-office and retirement plan services to $13.60 billion of assets managed or advised by the independent firms that hire Buckingham Strategic Partners for its services. In the aggregate, the total number of assets under management or administration was $37.86 billion. Buckingham Strategic Wealth had $22.81 billion on a discretionary basis and $1.52 billion on a non-discretionary basis for a total of $24.33 billion assets under management. In addition, Buckingham Strategic Wealth provided serves to $1.06 billion of participant-directed retirement plan assets. In the aggregate, the total number of assets under management or administration was $25.39 billion.
