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The Barron’s Top 100 RIA Firms 2024, awarded in September 2024, was based on an evaluation process conducted by Barron’s, an American weekly magazine/newspaper published by Dow Jones & Company, from June 2023-June 2024. RIA firms apply for this award. SEIA also paid post-award fees for licensing rights and to obtain article reprints. Barron’s verifies the data with the advisors’ firms and regulatory databases, and then applies its rankings formula to generate the ranking. The formula includes three major categories of calculations: 1) assets, 2) revenue, and 3) quality of practice. Qualitative factors such as the advisor’s experience; advanced degrees and industry designations; size, shape and diversity of their teams; charitable and philanthropic work; and compliance records are also considered. SEIA was ranked #21 out of 100. The Financial Planning 2024 Best RIAs to Work for, awarded in December 2024, was based on an evaluation process conducted by Financial Planning. Applications were accepted from SEC-registered RIA firms with at least 10 employees in the U.S., a U.S.-based facility, and at least one year in business. Financial Planning, in partnership with Best Companies, surveyed financial professionals regarding their firms’ leadership, culture, pay and benefits, training, work environment, engagement, communications, and other factors. Best Companies separately evaluated each firm’s workplace policies, practices, benefit programs, philosophy, systems, and demographics. The final rankings were determined by combining results from both the survey and the evaluation, with firms ranked based on their overall scores. SEIA was ranked #52 out of 52 firms. 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.