* CNBC – Financial Advisor 100 (2020, 2021)
Disclosure: The most recent ranking was based on data obtained from the Firm’s most recent ADV (data as of 12/31/20). and awarded on October 6, 2021. Previously awarded each October based on data obtained from the Firm’s most recent ADV.

** Barron’s – Top 100 RIA Firms (2020, 2021, 2022, 2023, 2024, 2025)
Disclosure: The most recent ranking was based on data for the 12- month period ending June 30, 2025 and awarded on September 12, 2025. Previously awarded each September based on data from a 12-month period through June 30 each year.

***Financial Advisor Magazine – RIA Survey and Rankings (2013, 2021, 2024, 2025)
Disclosure: The most recent ranking was based on data for the 12-month period ending December 31, 2024 and awarded on July 11, 2025. Previously awarded each July based on data from a 12-month period through December 31 each year.

† WealthMangement.com – RIA Edge 100 List (2023)
Disclosure: Awarded on March 27, 2023 and based on data obtained from the Firm’s most recent ADV as of June 30, 2022. Qualifying firms were limited to those that provide financial planning services, have high-net-worth individuals as more than half of their client base, and manage at least $250 million in assets as of June 30, 2022.

‡ Barron’s – Top 100 Institutional Consulting Teams (2017, 2018, 2020-2025)
Disclosure: The most recent ranking was based on data for the 12-month period ending December 31, 2024 and awarded on May 12, 2025. Previously awarded each May based on data from a 12-month period through December 31 each year.

For additional information about industry awards, rankings, and methodologies used by ranking authorities, please see https://masoncompanies.com/awards-disclosures/.

Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. Mason nor its investment professionals paid to participate in the award or ranking. The awards or rankings are based upon specific criteria and methodology and are not related to the quality of investment advice provided by the firm or its investment professionals.