1. The 2022 Top 50 Fastest-Growing Firms by Financial Advisor (“FA”) magazine are based on survey submissions received from independent registered adviser firms with at least $500 million in assets under management (“AUM”) as of December 31, 2021. FA does their best to verify the firm’s AUM by reviewing the firm’s Form ADV at adviserinfo.sec.gov. Third party rankings and recognition from rating services and publications do not guarantee future investment success and should not be construed as a current or past endorsement or testimonial of Foundations by any of its clients or that a client or prospective client will experience the same or a higher level of investment performance. Foundations submitted the information to be considered for the ranking and did not pay an application fee to participate. Foundations is not affiliated with FA.

2. AUM as of March 1, 2022