IMPORTANT DISCLOSURES

Barron’s rankings awarded in September 2025 based on prior 12 month data. Forbes/Shook rankings awarded in October 2025 based on data from 3/31/24-3/31/25.

NewEdge Wealth, LLC and NewEdge Advisors, LLC are divisions of NewEdge Capital Group, LLC. Investment advisory services offered through NewEdge Wealth, LLC and NewEdge Advisors, LLC, investment advisers registered with the US Securities and Exchange Commission. These materials do not constitute an offer or solicitation in any jurisdiction to any person or entity. This communication is not intended to, and should not, form a primary basis for any investment decision. NewEdge and its affiliates do not render advice on legal, tax and/or tax accounting matters to clients. Any investment, tax, marketing, or legal information contained herein is general and educational in nature and should not be construed as advice. Please consult your tax advisor for matters involving taxation and tax planning and your attorney for matters involving trusts, estate planning, charitable giving, philanthropic planning, and other legal matters. Certain information contained in this piece constitutes “forward-looking statements,” which can be identified by the use of forward-looking terminology such as “may,” “will,” “should,” “expect,” “anticipate,” “project,” “estimate,” “intend,” “continue,” or “believe,” or the negatives thereof or other variations thereon or comparable terminology. Due to various risks and uncertainties, actual events, results or the actual performance of NewEdge’s investments may differ materially from those reflected or contemplated in such forward-looking statements. Nothing contained in this report may be relied upon as a guarantee, promise, assurance or a representation as to the future.

Investing involves risk, including possible loss of principal. Past performance is no guarantee of future results. Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by NewEdge) will be profitable or equal any historical performance level(s). Clients should carefully consider their own investment objectives and never rely on any single chart, graph or marketing piece in making investment decisions.

Alternative Investments are subject to less regulation than other types of pooled investment vehicles such as mutual funds. Alternative Investments may impose significant fees, including incentive fees that are based upon a percentage of the realized and unrealized gains and an individual’s net returns may differ significantly from actual returns. Such fees may offset all or a significant portion of such Alternative Investment’s trading profits. Alternative Investments are not required to provide periodic pricing or valuation information. Investors may have limited rights with respect to their investments, including limited voting rights and participation in the management of such Alternative Investments. Alternative Investments often engage in leverage and other investment practices that are extremely speculative and involve a high degree of risk. Such practices may increase the volatility of performance and the risk of investment loss, including the loss of the entire amount that is invested.