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Taking the Measure of Advice © 2022 Envestnet. All rights reserved. 13 FIGURE 4: AVERAGE SCORES FOR THE FIVE COMPONENTS OF ADVISOR PRACTICE SCORES, BY ADVISOR TYPE Breadth of financial advice provided Frequency of multigoal financial plans Addressing the emotional side of money Breadth of capabilities on platform Engaging the spouse and family members Wirehouses (Base: 75) Breadth of financial advice provided Frequency of multigoal financial plans Addressing the emotional side of money Breadth of capabilities on platform Engaging the spouse and family members National Broker-Dealers (Base: 52) Breadth of financial advice provided Frequency of multigoal financial plans Addressing the emotional side of money Breadth of capabilities on platform Engaging the spouse and family members RIAs (Base: 150) Breadth of financial advice provided Frequency of multigoal financial plans Addressing the emotional side of money Breadth of capabilities on platform Engaging the spouse and family members Insurance Broker-Dealers (Base: 50) Breadth of financial advice provided Frequency of multigoal financial plans Addressing the emotional side of money Breadth of capabilities on platform Engaging the spouse and family members Independent Broker-Dealers (Base: 100) Breadth of financial advice provided Frequency of multigoal financial plans Addressing the emotional side of money Breadth of capabilities on platform Engaging the spouse and family members Bank Broker-Dealers (Base: 100) Mean Percentile rank Source: Aite-Novarica Group's survey of 483 U.S. financial advisors, Q4 2021