PLANCORP, LLC
CRD #106599 SEC #801-20398 SAINT LOUIS, MO (636) 532-7824
SEC Registered
Total AUM
$7.3B
Discretionary
$6.7B
Employees
80
Clients
--
Accounts
6,711
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 15, 2025
- Branch Offices
- 7
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BONNER, GARY, THOMAS | I | COO | NA | Control |
| BONNER, GARY, THOMAS | I | COO | NA | Control |
| BUCKNER, JEFFREY, TRAVIS | I | CHAIRMAN AND CHIEF INVESTMENT OFFICER | NA | Control |
| BUCKNER, JEFFREY, TRAVIS | I | CHAIRMAN AND CHIEF INVESTMENT OFFICER | NA | Control |
| BUCKNER, JEFFREY, TRAVIS | I | CHAIRMAN AND CHIEF INVESTMENT OFFICER | NA | Control |
| BUCKNER, JEFFREY, TRAVIS | I | CHAIRMAN AND CHIEF INVESTMENT OFFICER | NA | Control |
| BUCKNER, JEFFREY, TRAVIS | I | CHAIRMAN, CHIEF INVESTMENT OFFICER AND BOARD MEMBER | NA | Control |
| BUCKNER, JEFFREY, TRAVIS | I | CHAIRMAN AND CHIEF INVESTMENT OFFICER | NA | Control |
| BUCKNER, JEFFREY, TRAVIS | I | CHAIRMAN, CHIEF INVESTMENT OFFICER AND BOARD MEMBER | NA | Control |
| BUCKNER, JEFFREY, TRAVIS | I | CHAIRMAN, CHIEF INVESTMENT OFFICER AND BOARD MEMBER | NA | Control |
| BUCKNER, JEFFREY, TRAVIS | I | CHAIRMAN, CHIEF INVESTMENT OFFICER AND BOARD MEMBER | NA | Control |
| BUCKNER, JEFFREY, TRAVIS | I | CHAIRMAN, CHIEF INVESTMENT OFFICER AND BOARD MEMBER | NA | Control |
| BUCKNER, JEFFREY, TRAVIS | I | CHAIRMAN, CHIEF INVESTMENT OFFICER AND BOARD MEMBER | NA | Control |
| BUCKNER, JEFFREY, TRAVIS | I | CHAIRMAN, CHIEF INVESTMENT OFFICER AND BOARD MEMBER | NA | Control |
| BUCKNER, JEFFREY, TRAVIS | I | CHAIRMAN, CHIEF INVESTMENT OFFICER AND BOARD MEMBER | NA | Control |
| BUCKNER, JEFFREY, TRAVIS | I | CHAIRMAN, CHIEF INVESTMENT OFFICER AND BOARD MEMBER | NA | Control |
| BUCKNER, JEFFREY, TRAVIS | I | CHAIRMAN, CHIEF INVESTMENT OFFICER AND BOARD MEMBER | NA | Control |
| BUCKNER, JEFFREY, TRAVIS | I | CHAIRMAN, CHIEF INVESTMENT OFFICER AND BOARD MEMBER | NA | Control |
| BUCKNER, JEFFREY, TRAVIS | I | CHAIRMAN, CHIEF INVESTMENT OFFICER AND BOARD MEMBER | NA | Control |
| BUCKNER, JEFFREY, TRAVIS | I | CHAIRMAN, CHIEF INVESTMENT OFFICER AND ELECTED MANAGER | NA | Control |
| BUCKNER, JEFFREY, TRAVIS | I | CHAIRMAN, CHIEF INVESTMENT OFFICER AND ELECTED MANAGER | NA | Control |
| BUCKNER, JEFFREY, TRAVIS | I | CHAIRMAN, CHIEF INVESTMENT OFFICER AND ELECTED MANAGER | NA | Control |
| BUCKNER, JEFFREY, TRAVIS | I | CHAIRMAN, CHIEF INVESTMENT OFFICER AND ELECTED MANAGER | NA | Control |
| BUCKNER, JEFFREY, TRAVIS | I | CHAIRMAN, CHIEF INVESTMENT OFFICER AND ELECTED MANAGER | NA | Control |
| BUCKNER, JEFFREY, TRAVIS | I | CHAIRMAN, CHIEF INVESTMENT OFFICER AND ELECTED MANAGER | NA | Control |
| BUCKNER, JEFFREY, TRAVIS | I | CHAIRMAN, CHIEF INVESTMENT OFFICER AND ELECTED MANAGER | NA | Control |
| BUCKNER, JEFFREY, TRAVIS | I | CHAIRMAN, CHIEF INVESTMENT OFFICER AND ELECTED MANAGER | NA | Control |
| BUCKNER, JEFFREY, TRAVIS | I | CHAIRMAN, CHIEF INVESTMENT OFFICER AND ELECTED MANAGER | NA | Control |
| BUCKNER, JEFFREY, TRAVIS | I | CHAIRMAN, CHIEF INVESTMENT OFFICER AND ELECTED MANAGER | NA | Control |
| BUCKNER, JEFFREY, TRAVIS | I | CHAIRMAN, CHIEF INVESTMENT OFFICER AND ELECTED MANAGER | NA | Control |
| BUCKNER, JEFFREY, TRAVIS | I | CHAIRMAN, CHIEF INVESTMENT OFFICER AND ELECTED MANAGER | NA | Control |
| BUCKNER, JEFFREY, TRAVIS | I | CHAIRMAN, CHIEF INVESTMENT OFFICER AND ELECTED MANAGER | NA | Control |
| BUCKNER, JEFFREY, TRAVIS | I | CHAIRMAN, CHIEF INVESTMENT OFFICER AND ELECTED MANAGER | NA | Control |
| BUCKNER, JEFFREY, TRAVIS | I | CHAIRMAN, CHIEF INVESTMENT OFFICER AND ELECTED MANAGER | NA | Control |
| BUCKNER, JEFFREY, TRAVIS | I | CHAIRMAN, CHIEF INVESTMENT OFFICER AND ELECTED MANAGER | NA | Control |
| BUCKNER, JEFFREY, TRAVIS | I | CHAIRMAN, CHIEF INVESTMENT OFFICER AND ELECTED MANAGER | NA | Control |
| BUCKNER, JEFFREY, TRAVIS | I | CHAIRMAN, CHIEF INVESTMENT OFFICER AND ELECTED MANAGER | NA | Control |
| DARWISH, SAYED, MOHAMMED | I | CHIEF COMPLIANCE OFFICER / CHIEF LEGAL OFFICER | NA | Control |
| DARWISH, SAYED, MOHAMMED | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DARWISH, SAYED, MOHAMMED | I | CHIEF COMPLIANCE OFFICER / CHIEF LEGAL OFFICER | NA | Control |
| DARWISH, SAYED, MOHAMMED | I | CHIEF COMPLIANCE OFFICER / CHIEF LEGAL OFFICER | NA | Control |
| DARWISH, SAYED, MOHAMMED | I | CHIEF COMPLIANCE OFFICER / CHIEF LEGAL OFFICER | NA | Control |
| DARWISH, SAYED, MOHAMMED | I | CHIEF COMPLIANCE OFFICER / CHIEF LEGAL OFFICER | NA | Control |
| DE BEER, MARTHIN, FREDERICK | I | ELECTED MANAGER | NA | Control |
| DE BEER, MARTHIN, FREDERICK | I | ELECTED MANAGER | NA | Control |
| DE BEER, MARTHIN, FREDERICK | I | ELECTED MANAGER | NA | Control |
| DE BEER, MARTHIN, FREDERICK | I | ELECTED MANAGER | NA | Control |
| DE BEER, MARTHIN, FREDERICK | I | ELECTED MANAGER | NA | Control |
| DE BEER, MARTHIN, FREDERICK | I | ELECTED MANAGER | NA | Control |
| DE BEER, MARTHIN, FREDERICK | I | ELECTED MANAGER | NA | Control |
| DE BEER, MARTHIN, FREDERICK | I | ELECTED MANAGER | NA | Control |
| DE BEER, MARTHIN, FREDERICK | I | ELECTED MANAGER | NA | Control |
| DE BEER, MARTHIN, FREDERICK | I | ELECTED MANAGER | NA | Control |
| DE BEER, MARTHIN, FREDERICK | I | ELECTED MANAGER | NA | Control |
| DE BEER, MARTHIN, FREDERICK | I | ELECTED MANAGER | NA | Control |
| DE BEER, MARTHIN, FREDERICK | I | ELECTED MANAGER | NA | Control |
| DE BEER, MARTHIN, FREDERICK | I | ELECTED MANAGER | NA | Control |
| DE BEER, MARTHIN, FREDERICK | I | ELECTED MANAGER | NA | Control |
| DE BEER, MARTHIN, FREDERICK | I | ELECTED MANAGER | NA | Control |
| DE BEER, MARTHIN, FREDERICK | I | ELECTED MANAGER | NA | Control |
| DE BEER, MARTHIN, FREDERICK | I | ELECTED MANAGER | NA | Control |
| DE BEER, MARTHIN, FREDERICK | I | ELECTED MANAGER | NA | Control |
| DE BEER, MARTHIN, FREDERICK | I | ELECTED MANAGER | NA | Control |
| DE BEER, MARTHIN, FREDERICK | I | ELECTED MANAGER | NA | Control |
| DE BEER, MARTHIN, FREDERICK | I | ELECTED MANAGER | NA | Control |
| DE BEER, MARTHIN, FREDERICK | I | ELECTED MANAGER | NA | Control |
| DE BEER, MARTHIN, FREDERICK | I | ELECTED MANAGER | NA | Control |
| DE BEER, MARTHIN, FREDERICK | I | ELECTED MANAGER | NA | Control |
| DE BEER, MARTHIN, FREDERICK | I | ELECTED MANAGER | NA | Control |
| DE BEER, MARTHIN, FREDERICK | I | ELECTED MANAGER | NA | Control |
| DE BEER, MARTHIN, FREDERICK | I | ELECTED MANAGER | NA | Control |
| De Beer, Marthin, Frederick | I | ELECTED MANAGER | NA | Control |
| De Beer, Marthin, Frederick | I | ELECTED MANAGER | NA | Control |
| De Beer, Marthin, Frederick | I | ELECTED MANAGER | NA | Control |
| De Beer, Marthin, Frederick | I | ELECTED MANAGER | NA | Control |
| De Beer, Marthin, Frederick | I | ELECTED MANAGER | NA | Control |
| De Beer, Marthin, Frederick | I | ELECTED MANAGER | NA | Control |
| De Beer, Marthin, Frederick | I | ELECTED MANAGER | NA | Control |
| De Beer, Marthin, Frederick | I | ELECTED MANAGER | NA | Control |
| De Beer, Marthin, Frederick | I | ELECTED MANAGER | NA | Control |
| De Beer, Marthin, Frederick | I | ELECTED MANAGER | NA | Control |
| De Beer, Marthin, Frederick | I | ELECTED MANAGER | NA | Control |
| ESSON, MICHAEL, L | I | CHIEF COMPLIANCE OFFICER | NA | |
| ESSON, MICHAEL, L | I | CHIEF COMPLIANCE OFFICER | NA | |
| ESSON, MICHAEL, L | I | CHIEF COMPLIANCE OFFICER | NA | |
| ESSON, MICHAEL, L | I | CHIEF COMPLIANCE OFFICER | NA | |
| ESSON, MICHAEL, LEO | I | CHIEF COMPLIANCE OFFICER | NA | |
| ESSON, MICHAEL, LEO | I | CHIEF COMPLIANCE OFFICER | NA | |
| ESSON, MICHAEL, LEO | I | CHIEF COMPLIANCE OFFICER | NA | |
| ESSON, MICHAEL, LEO | I | CHIEF COMPLIANCE OFFICER | NA | |
| ESSON, MICHAEL, LEO | I | CHIEF INFORMATION SECURITY OFFICER | NA | Control |
| ESSON, MICHAEL, LEO | I | CHIEF INFORMATION SECURITY OFFICER | NA | Control |
| ESSON, MICHAEL, LEO | I | CHIEF COMPLIANCE OFFICER | NA | |
| ESSON, MICHAEL, LEO | I | CHIEF COMPLIANCE OFFICER | NA | |
| ESSON, MICHAEL, LEO | I | CHIEF INFORMATION SECURITY OFFICER | NA | Control |
| ESSON, MICHAEL, LEO | I | CCO AND CHIEF INFORMATION SECURITY OFFICER | NA | Control |
| ESSON, MICHAEL, LEO | I | CHIEF INFORMATION SECURITY OFFICER | NA | Control |
| ESSON, MICHAEL, LEO | I | CCO AND CHIEF INFORMATION SECURITY OFFICER | NA | Control |
| ESSON, MICHAEL, LEO | I | CHIEF INFORMATION SECURITY OFFICER | NA | Control |
| ESSON, MICHAEL, LEO | I | CHIEF INFORMATION SECURITY OFFICER | NA | Control |
| ESSON, MICHAEL, LEO | I | CHIEF INFORMATION SECURITY OFFICER | NA | Control |
| ESSON, MICHAEL, LEO | I | CHIEF INFORMATION SECURITY OFFICER | NA | Control |
| ESSON, MICHAEL, LEO | I | CHIEF INFORMATION SECURITY OFFICER | NA | Control |
| ESSON, MICHAEL, LEO | I | CHIEF INFORMATION SECURITY OFFICER | NA | Control |
| ESSON, MICHAEL, LEO | I | CHIEF INFORMATION SECURITY OFFICER | NA | Control |
| ESSON, MICHAEL, LEO | I | CHIEF INFORMATION SECURITY OFFICER | NA | Control |
| ESSON, MICHAEL, LEO | I | CHIEF INFORMATION SECURITY OFFICER | NA | Control |
| ESSON, MICHAEL, LEO | I | CHIEF INFORMATION SECURITY OFFICER | NA | Control |
| ESSON, MICHAEL, LEO | I | CHIEF INFORMATION SECURITY OFFICER | NA | Control |
| ESSON, MICHAEL, LEO | I | CHIEF INFORMATION SECURITY OFFICER | NA | Control |
| ESSON, MICHAEL, LEO | I | CHIEF INFORMATION SECURITY OFFICER | NA | Control |
| ESSON, MICHAEL, LEO | I | CHIEF INFORMATION SECURITY OFFICER | NA | Control |
| ESSON, MICHAEL, LEO | I | CHIEF INFORMATION SECURITY OFFICER | NA | Control |
| FRANK, STEVEN, NORMAN | I | VICE CHAIRMAN/CHIEF COMPLIANCE OFFICER | NA | Control |
| FRANK, STEVEN, NORMAN | I | VICE CHAIRMAN/CHIEF COMPLIANCE OFFICER | NA | Control |
| FRANK, STEVEN, NORMAN | I | VICE CHAIRMAN/CHIEF COMPLIANCE OFFICER | NA | Control |
| FRANK, STEVEN, NORMAN | I | VICE CHAIRMAN/CHIEF COMPLIANCE OFFICER | NA | Control |
| FRANK, STEVEN, NORMAN | I | VICE CHAIRMAN AND BOARD MEMBER | NA | Control |
| FRANK, STEVEN, NORMAN | I | VICE CHAIRMAN/CHIEF COMPLIANCE OFFICER | NA | Control |
| FRANK, STEVEN, NORMAN | I | VICE CHAIRMAN AND BOARD MEMBER | NA | Control |
| FRANK, STEVEN, NORMAN | I | VICE CHAIRMAN AND BOARD MEMBER | NA | Control |
| FRANK, STEVEN, NORMAN | I | VICE CHAIRMAN, CHIEF COMPLIANCE OFFICER AND BOARD MEMBER | NA | Control |
| FRANK, STEVEN, NORMAN | I | VICE CHAIRMAN AND BOARD MEMBER | NA | Control |
| FRANK, STEVEN, NORMAN | I | VICE CHAIRMAN, CHIEF COMPLIANCE OFFICER AND BOARD MEMBER | NA | Control |
| FRANK, STEVEN, NORMAN | I | VICE CHAIRMAN, CHIEF COMPLIANCE OFFICER AND BOARD MEMBER | NA | Control |
| FRANK, STEVEN, NORMAN | I | VICE CHAIRMAN AND BOARD MEMBER | NA | Control |
| FRANK, STEVEN, NORMAN | I | VICE CHAIRMAN AND BOARD MEMBER | NA | Control |
| FRANK, STEVEN, NORMAN | I | VICE CHAIRMAN AND BOARD MEMBER | NA | Control |
| FRANK, STEVEN, NORMAN | I | VICE CHAIRMAN AND BOARD MEMBER | NA | Control |
| FRANK, STEVEN, NORMAN | I | VICE CHAIRMAN AND BOARD MEMBER | NA | Control |
| FRANK, STEVEN, NORMAN | I | VICE CHAIRMAN AND ELECTED MANAGER | NA | Control |
| FRANK, STEVEN, NORMAN | I | VICE CHAIRMAN AND ELECTED MANAGER | NA | Control |
| FRANK, STEVEN, NORMAN | I | VICE CHAIRMAN AND ELECTED MANAGER | NA | Control |
| FRANK, STEVEN, NORMAN | I | VICE CHAIRMAN AND ELECTED MANAGER | NA | Control |
| FRANK, STEVEN, NORMAN | I | VICE CHAIRMAN AND ELECTED MANAGER | NA | Control |
| FRANK, STEVEN, NORMAN | I | VICE CHAIRMAN AND ELECTED MANAGER | NA | Control |
| FRANK, STEVEN, NORMAN | I | VICE CHAIRMAN AND ELECTED MANAGER | NA | Control |
| FRANK, STEVEN, NORMAN | I | VICE CHAIRMAN AND ELECTED MANAGER | NA | Control |
| FRANK, STEVEN, NORMAN | I | VICE CHAIRMAN AND ELECTED MANAGER | NA | Control |
| FRANK, STEVEN, NORMAN | I | VICE CHAIRMAN AND ELECTED MANAGER | NA | Control |
| FRANK, STEVEN, NORMAN | I | VICE CHAIRMAN AND ELECTED MANAGER | NA | Control |
| FRANK, STEVEN, NORMAN | I | VICE CHAIRMAN AND ELECTED MANAGER | NA | Control |
| FRANK, STEVEN, NORMAN | I | VICE CHAIRMAN AND ELECTED MANAGER | NA | Control |
| FRANK, STEVEN, NORMAN | I | VICE CHAIRMAN AND ELECTED MANAGER | NA | Control |
| FRANK, STEVEN, NORMAN | I | VICE CHAIRMAN AND ELECTED MANAGER | NA | Control |
| FRANK, STEVEN, NORMAN | I | VICE CHAIRMAN AND ELECTED MANAGER | NA | Control |
| FRANK, STEVEN, NORMAN | I | VICE CHAIRMAN AND ELECTED MANAGER | NA | Control |
| FRAZIER, HARRY, CHAD | I | CHIEF COMPLIANCE OFFICER AND WEALTH MANAGER | NA | Control |
| FRAZIER, HARRY, CHAD | I | CHIEF COMPLIANCE OFFICER AND WEALTH MANAGER | NA | Control |
| FRAZIER, HARRY, CHAD | I | CHIEF COMPLIANCE OFFICER AND WEALTH MANAGER | NA | Control |
| FRAZIER, HARRY, CHAD | I | CHIEF COMPLIANCE OFFICER AND WEALTH MANAGER | NA | Control |
| FRAZIER, HARRY, CHAD | I | CHIEF COMPLIANCE OFFICER AND WEALTH MANAGER | NA | Control |
| FRAZIER, HARRY, CHAD | I | CHIEF COMPLIANCE OFFICER AND WEALTH MANAGER | NA | Control |
| FRAZIER, HARRY, CHAD | I | CHIEF COMPLIANCE OFFICER AND WEALTH MANAGER | NA | Control |
| FRAZIER, HARRY, CHAD | I | CHIEF COMPLIANCE OFFICER AND WEALTH MANAGER | NA | Control |
| FRAZIER, HARRY, CHAD | I | CHIEF COMPLIANCE OFFICER AND WEALTH MANAGER | NA | Control |
| FRAZIER, HARRY, CHAD | I | CHIEF COMPLIANCE OFFICER AND WEALTH MANAGER | NA | Control |
| FRAZIER, HARRY, CHAD | I | CHIEF COMPLIANCE OFFICER AND WEALTH MANAGER | NA | Control |
| FRAZIER, HARRY, CHAD | I | CHIEF COMPLIANCE OFFICER AND WEALTH MANAGER | NA | Control |
| GARTON, WESLEY, WARREN | I | CHIEF ADMINISTRATIVE OFFICER | NA | Control |
| GARTON, WESLEY, WARREN | I | CHIEF ADMINISTRATIVE OFFICER | NA | Control |
| GARTON, WESLEY, WARREN | I | CHIEF ADMINISTRATIVE OFFICER | NA | Control |
| GARTON, WESLEY, WARREN | I | CHIEF ADMINISTRATIVE OFFICER | NA | Control |
| GARTON, WESLEY, WARREN | I | CHIEF ADMINISTRATIVE OFFICER | NA | Control |
| GARTON, WESLEY, WARREN | I | CHIEF ADMINISTRATIVE OFFICER | NA | Control |
| GARTON, WESLEY, WARREN | I | CHIEF ADMINISTRATIVE OFFICER | NA | Control |
| GARTON, WESLEY, WARREN | I | CHIEF ADMINISTRATIVE OFFICER | NA | Control |
| GARTON, WESLEY, WARREN | I | CHIEF ADMINISTRATIVE OFFICER | NA | Control |
| GARTON, WESLEY, WARREN | I | CHIEF ADMINISTRATIVE OFFICER | NA | Control |
| GARTON, WESLEY, WARREN | I | CHIEF ADMINISTRATIVE OFFICER | NA | Control |
| GARTON, WESLEY, WARREN | I | CHIEF ADMINISTRATIVE OFFICER | NA | Control |
| GARTON, WESLEY, WARREN | I | CHIEF ADMINISTRATIVE OFFICER | NA | Control |
| GARTON, WESLEY, WARREN | I | CHIEF ADMINISTRATIVE OFFICER | NA | Control |
| GARTON, WESLEY, WARREN | I | CHIEF ADMINISTRATIVE OFFICER | NA | Control |
| GARTON, WESLEY, WARREN | I | CHIEF ADMINISTRATIVE OFFICER | NA | Control |
| GARTON, WESLEY, WARREN | I | CHIEF ADMINISTRATIVE OFFICER | NA | Control |
| GARTON, WESLEY, WARREN | I | CHIEF ADMINISTRATIVE OFFICER | NA | Control |
| GARTON, WESLEY, WARREN | I | CHIEF ADMINISTRATIVE OFFICER | NA | Control |
| GARTON, WESLEY, WARREN | I | CHIEF ADMINISTRATIVE OFFICER | NA | Control |
| GARTON, WESLEY, WARREN | I | CHIEF ADMINISTRATIVE OFFICER | NA | Control |
| GARTON, WESLEY, WARREN | I | CHIEF ADMINISTRATIVE OFFICER | NA | Control |
| GARTON, WESLEY, WARREN | I | CHIEF ADMINISTRATIVE OFFICER | NA | Control |
| GARTON, WESLEY, WARREN | I | CHIEF ADMINISTRATIVE OFFICER | NA | Control |
| GARTON, WESLEY, WARREN | I | CHIEF ADMINISTRATIVE OFFICER | NA | Control |
| GARTON, WESLEY, WARREN | I | CHIEF ADMINISTRATIVE OFFICER | NA | Control |
| GARTON, WESLEY, WARREN | I | CHIEF ADMINISTRATIVE OFFICER | NA | Control |
| GARTON, WESLEY, WARREN | I | CHIEF ADMINISTRATIVE OFFICER, CCO | NA | Control |
| GARTON, WESLEY, WARREN | I | CHIEF ADMINISTRATIVE OFFICER | NA | Control |
| GARTON, WESLEY, WARREN | I | CHIEF ADMINISTRATIVE OFFICER | NA | Control |
| GARTON, WESLEY, WARREN | I | CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| GARTON, WESLEY, WARREN | I | CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| GARTON, WESLEY, WARREN | I | CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| GARTON, WESLEY, WARREN | I | CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| GARTON, WESLEY, WARREN | I | CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| GARTON, WESLEY, WARREN | I | CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| GARTON, WESLEY, WARREN | I | CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| GARTON, WESLEY, WARREN | I | CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| GARTON, WESLEY, WARREN | I | CHIEF FINANCIAL OFFICER, INTERIM CHIEF OPERATING OFFICER | NA | Control |
| GARTON, WESLEY, WARREN | I | CHIEF FINANCIAL OFFICER, INTERIM CHIEF OPERATING OFFICER | NA | Control |
| GARTON, WESLEY, WARREN | I | CHIEF FINANCIAL OFFICER, INTERIM CHIEF OPERATING OFFICER | NA | Control |
| GARTON, WESLEY, WARREN | I | CHIEF FINANCIAL OFFICER, INTERIM CHIEF OPERATING OFFICER | NA | Control |
| GARTON, WESLEY, WARREN | I | CHIEF FINANCIAL OFFICER, INTERIM CHIEF OPERATING OFFICER | NA | Control |
| GARTON, WESLEY, WARREN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| GARTON, WESLEY, WARREN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| GRELLE, KASEY | I | MANAGER | NA | Control |
| GRELLE, KATHERINE (KASEY), CARRINGTON JOYCE | I | MANAGER | NA | Control |
| GRELLE, KATHERINE (KASEY), CARRINGTON JOYCE | I | MANAGER | NA | Control |
| GRELLE, KATHERINE (KASEY), CARRINGTON JOYCE | I | MANAGER | NA | Control |
| GRELLE, KATHERINE (KASEY), CARRINGTON JOYCE | I | MANAGER | NA | Control |
| GRELLE, KATHERINE (KASEY), CARRINGTON JOYCE | I | MANAGER | NA | Control |
| GRELLE, KATHERINE (KASEY), CARRINGTON JOYCE | I | MANAGER | NA | Control |
| GRELLE, KATHERINE (KASEY), CARRINGTON JOYCE | I | MANAGER | NA | Control |
| GRELLE, KATHERINE (KASEY), CARRINGTON JOYCE | I | MANAGER | NA | Control |
| GRELLE, KATHERINE (KASEY), CARRINGTON JOYCE | I | MANAGER | NA | Control |
| GRELLE, KATHERINE (KASEY), CARRINGTON JOYCE | I | MANAGER | NA | Control |
| GRELLE, KATHERINE (KASEY), CARRINGTON JOYCE | I | MANAGER | NA | Control |
| GRELLE, KATHERINE (KASEY), CARRINGTON JOYCE | I | MANAGER | NA | Control |
| GRELLE, KATHERINE (KASEY), CARRINGTON JOYCE | I | MANAGER | NA | Control |
| GRELLE, KATHERINE (KASEY), CARRINGTON JOYCE | I | MANAGER | NA | Control |
| KERCKHOFF, J., CHRISTOPHER | I | PRESIDENT | NA | Control |
| KERCKHOFF, J., CHRISTOPHER | I | PRESIDENT | NA | Control |
| KERCKHOFF, J., CHRISTOPHER | I | PRESIDENT | NA | Control |
| KERCKHOFF, J., CHRISTOPHER | I | PRESIDENT | NA | Control |
| KERCKHOFF, J., CHRISTOPHER | I | PRESIDENT AND BOARD MEMBER | NA | Control |
| KERCKHOFF, J., CHRISTOPHER | I | PRESIDENT | NA | Control |
| KERCKHOFF, J., CHRISTOPHER | I | PRESIDENT AND BOARD MEMBER | NA | Control |
| KERCKHOFF, J., CHRISTOPHER | I | PRESIDENT AND BOARD MEMBER | NA | Control |
| KERCKHOFF, J., CHRISTOPHER | I | PRESIDENT AND BOARD MEMBER | NA | Control |
| KERCKHOFF, J., CHRISTOPHER | I | PRESIDENT AND BOARD MEMBER | NA | Control |
| KERCKHOFF, J., CHRISTOPHER | I | PRESIDENT AND BOARD MEMBER | NA | Control |
| KERCKHOFF, J., CHRISTOPHER | I | PRESIDENT AND BOARD MEMBER | NA | Control |
| KERCKHOFF, J., CHRISTOPHER | I | PRESIDENT AND BOARD MEMBER | NA | Control |
| KERCKHOFF, J., CHRISTOPHER | I | PRESIDENT AND BOARD MEMBER | NA | Control |
| KERCKHOFF, J., CHRISTOPHER | I | PRESIDENT AND BOARD MEMBER | NA | Control |
| KERCKHOFF, J., CHRISTOPHER | I | PRESIDENT AND BOARD MEMBER | NA | Control |
| KERCKHOFF, J., CHRISTOPHER | I | PRESIDENT AND BOARD MEMBER | NA | Control |
| KERCKHOFF, J., CHRISTOPHER | I | PRESIDENT AND ELECTED MANAGER | NA | Control |
| KERCKHOFF, J., CHRISTOPHER | I | PRESIDENT AND ELECTED MANAGER | NA | Control |
| KERCKHOFF, J., CHRISTOPHER | I | PRESIDENT AND ELECTED MANAGER | NA | Control |
| KERCKHOFF, J., CHRISTOPHER | I | PRESIDENT AND ELECTED MANAGER | NA | Control |
| KERCKHOFF, J., CHRISTOPHER | I | PRESIDENT AND ELECTED MANAGER | NA | Control |
| KERCKHOFF, J., CHRISTOPHER | I | PRESIDENT AND ELECTED MANAGER | NA | Control |
| KERCKHOFF, J., CHRISTOPHER | I | PRESIDENT AND ELECTED MANAGER | NA | Control |
| KERCKHOFF, J., CHRISTOPHER | I | PRESIDENT AND ELECTED MANAGER | NA | Control |
| KERCKHOFF, J., CHRISTOPHER | I | PRESIDENT AND ELECTED MANAGER | NA | Control |
| KERCKHOFF, J., CHRISTOPHER | I | PRESIDENT AND ELECTED MANAGER | NA | Control |
| KERCKHOFF, J., CHRISTOPHER | I | PRESIDENT AND ELECTED MANAGER | NA | Control |
| KERCKHOFF, J., CHRISTOPHER | I | PRESIDENT AND ELECTED MANAGER | NA | Control |
| KERCKHOFF, J., CHRISTOPHER | I | PRESIDENT AND ELECTED MANAGER | NA | Control |
| KERCKHOFF, J., CHRISTOPHER | I | PRESIDENT AND ELECTED MANAGER | NA | Control |
| KERCKHOFF, J., CHRISTOPHER | I | PRESIDENT AND ELECTED MANAGER | NA | Control |
| KERCKHOFF, J., CHRISTOPHER | I | PRESIDENT AND ELECTED MANAGER | NA | Control |
| KERCKHOFF, J., CHRISTOPHER | I | PRESIDENT AND ELECTED MANAGER | NA | Control |
| KERCKHOFF, J., CHRISTOPHER | I | CHAIRMAN, PRESIDENT, CEO AND ELECTED MANAGER | NA | Control |
| KERCKHOFF, J., CHRISTOPHER | I | CHAIRMAN, PRESIDENT, CEO AND ELECTED MANAGER | NA | Control |
| KERCKHOFF, J., CHRISTOPHER | I | PRESIDENT AND ELECTED MANAGER | NA | Control |
| KERCKHOFF, J., CHRISTOPHER | I | CHAIRMAN, PRESIDENT, CEO AND ELECTED MANAGER | NA | Control |
| KERCKHOFF, J., CHRISTOPHER | I | CHAIRMAN, PRESIDENT, CEO AND ELECTED MANAGER | NA | Control |
| KERCKHOFF, J., CHRISTOPHER | I | CHAIRMAN, PRESIDENT, CEO AND ELECTED MANAGER | NA | Control |
| KERCKHOFF, J., CHRISTOPHER | I | CHAIRMAN, PRESIDENT, CEO AND ELECTED MANAGER | NA | Control |
| KERCKHOFF, J., CHRISTOPHER | I | CHAIRMAN, PRESIDENT, CEO AND ELECTED MANAGER | NA | Control |
| KERCKHOFF, J., CHRISTOPHER | I | CHAIRMAN, PRESIDENT, CEO AND ELECTED MANAGER | NA | Control |
| KERCKHOFF, J., CHRISTOPHER | I | CHAIRMAN, PRESIDENT, CEO AND ELECTED MANAGER | NA | Control |
| KERCKHOFF, J., CHRISTOPHER | I | CHAIRMAN, PRESIDENT, CEO AND ELECTED MANAGER | NA | Control |
| KERCKHOFF, J., CHRISTOPHER | I | CHAIRMAN, PRESIDENT, CEO AND ELECTED MANAGER | NA | Control |
| KERCKHOFF, J., CHRISTOPHER | I | CHAIRMAN, PRESIDENT, CEO AND ELECTED MANAGER | NA | Control |
| KERCKHOFF, J., CHRISTOPHER | I | CHAIRMAN, PRESIDENT, CEO AND ELECTED MANAGER | NA | Control |
| KERCKHOFF, J., CHRISTOPHER | I | CHAIRMAN, PRESIDENT, CEO AND ELECTED MANAGER | NA | Control |
| KERCKHOFF, J., CHRISTOPHER | I | CHAIRMAN, PRESIDENT, CEO AND ELECTED MANAGER | NA | Control |
| KERCKHOFF, J., CHRISTOPHER | I | CHAIRMAN, PRESIDENT, CEO AND ELECTED MANAGER | NA | Control |
| KERCKHOFF, J., CHRISTOPHER | I | CHAIRMAN, PRESIDENT, CEO AND ELECTED MANAGER | NA | Control |
| KERCKHOFF, J., CHRISTOPHER | I | CHAIRMAN, PRESIDENT, CEO AND ELECTED MANAGER | NA | Control |
| KERCKHOFF, J., CHRISTOPHER | I | CHAIRMAN, PRESIDENT, CEO AND ELECTED MANAGER | NA | Control |
| KERCKHOFF, J., CHRISTOPHER | I | CHAIRMAN, PRESIDENT, CEO AND ELECTED MANAGER | NA | Control |
| KERCKHOFF, J., CHRISTOPHER | I | CHAIRMAN, PRESIDENT, CEO AND ELECTED MANAGER | NA | Control |
| KING, BRIAN, MATTHEW | I | ELECTED MANAGER | NA | Control |
| KING, BRIAN, MATTHEW | I | ELECTED MANAGER | NA | Control |
| KING, BRIAN, MATTHEW | I | ELECTED MANAGER | NA | Control |
| KING, BRIAN, MATTHEW | I | VICE CHAIRMAN AND ELECTED MANAGER | NA | Control |
| KING, BRIAN, MATTHEW | I | VICE CHAIRMAN AND ELECTED MANAGER | NA | Control |
| KING, BRIAN, MATTHEW | I | ELECTED MANAGER | NA | Control |
| KING, BRIAN, MATTHEW | I | VICE CHAIRMAN AND ELECTED MANAGER | NA | Control |
| KING, BRIAN, MATTHEW | I | VICE CHAIRMAN AND ELECTED MANAGER | NA | Control |
| KING, BRIAN, MATTHEW | I | VICE CHAIRMAN AND ELECTED MANAGER | NA | Control |
| KING, BRIAN, MATTHEW | I | VICE CHAIRMAN AND ELECTED MANAGER | NA | Control |
| KING, BRIAN, MATTHEW | I | VICE CHAIRMAN AND ELECTED MANAGER | NA | Control |
| KING, BRIAN, MATTHEW | I | VICE CHAIRMAN AND ELECTED MANAGER | NA | Control |
| KING, BRIAN, MATTHEW | I | VICE CHAIRMAN AND ELECTED MANAGER | NA | Control |
| KING, BRIAN, MATTHEW | I | VICE CHAIRMAN AND ELECTED MANAGER | NA | Control |
| KING, BRIAN, MATTHEW | I | VICE CHAIRMAN AND ELECTED MANAGER | NA | Control |
| KING, BRIAN, MATTHEW | I | VICE CHAIRMAN AND ELECTED MANAGER | NA | Control |
| KING, BRIAN, MATTHEW | I | VICE CHAIRMAN AND ELECTED MANAGER | NA | Control |
| KING, BRIAN, MATTHEW | I | VICE CHAIRMAN AND ELECTED MANAGER | NA | Control |
| KING, BRIAN, MATTHEW | I | VICE CHAIRMAN AND ELECTED MANAGER | NA | Control |
| KING, BRIAN, MATTHEW | I | VICE CHAIRMAN AND ELECTED MANAGER | NA | Control |
| KING, BRIAN, MATTHEW | I | VICE CHAIRMAN AND ELECTED MANAGER | NA | Control |
| KING, BRIAN, MATTHEW | I | VICE CHAIRMAN AND ELECTED MANAGER | NA | Control |
| KING, BRIAN, MATTHEW | I | VICE CHAIRMAN AND ELECTED MANAGER | NA | Control |
| KING, BRIAN, MATTHEW | I | VICE CHAIRMAN AND ELECTED MANAGER | NA | Control |
| KING, BRIAN, MATTHEW | I | VICE CHAIRMAN AND ELECTED MANAGER | NA | Control |
| LEGRAND, LAWRENCE, JOHN | I | VICE CHAIRMAN/CHIEF FINANCIAL OFFICER | NA | Control |
| LEGRAND, LAWRENCE, JOHN | I | VICE CHAIRMAN/CHIEF FINANCIAL OFFICER | NA | Control |
| LEGRAND, LAWRENCE, JOHN | I | VICE CHAIRMAN/CHIEF FINANCIAL OFFICER | NA | Control |
| LEGRAND, LAWRENCE, JOHN | I | VICE CHAIRMAN/CHIEF FINANCIAL OFFICER | NA | Control |
| LEGRAND, LAWRENCE, JOHN | I | VICE CHAIRMAN, CHIEF FINANCIAL OFFICER AND BOARD MEMBER | NA | Control |
| LEGRAND, LAWRENCE, JOHN | I | VICE CHAIRMAN/CHIEF FINANCIAL OFFICER | NA | Control |
| LEGRAND, LAWRENCE, JOHN | I | VICE CHAIRMAN, CHIEF FINANCIAL OFFICER AND BOARD MEMBER | NA | Control |
| LEGRAND, LAWRENCE, JOHN | I | VICE CHAIRMAN, CHIEF FINANCIAL OFFICER AND BOARD MEMBER | NA | Control |
| LEGRAND, LAWRENCE, JOHN | I | VICE CHAIRMAN, CHIEF FINANCIAL OFFICER AND BOARD MEMBER | NA | Control |
| LEGRAND, LAWRENCE, JOHN | I | VICE CHAIRMAN, CHIEF FINANCIAL OFFICER AND BOARD MEMBER | NA | Control |
| LEGRAND, LAWRENCE, JOHN | I | VICE CHAIRMAN, CHIEF FINANCIAL OFFICER AND BOARD MEMBER | NA | Control |
| LEGRAND, LAWRENCE, JOHN | I | VICE CHAIRMAN, CHIEF FINANCIAL OFFICER AND BOARD MEMBER | NA | Control |
| LEGRAND, LAWRENCE, JOHN | I | VICE CHAIRMAN, CHIEF FINANCIAL OFFICER AND BOARD MEMBER | NA | Control |
| LEGRAND, LAWRENCE, JOHN | I | VICE CHAIRMAN, CHIEF FINANCIAL OFFICER AND BOARD MEMBER | NA | Control |
| LEGRAND, LAWRENCE, JOHN | I | VICE CHAIRMAN, CHIEF FINANCIAL OFFICER AND BOARD MEMBER | NA | Control |
| LEGRAND, LAWRENCE, JOHN | I | VICE CHAIRMAN, CHIEF FINANCIAL OFFICER AND BOARD MEMBER | NA | Control |
| LEGRAND, LAWRENCE, JOHN | I | VICE CHAIRMAN, CHIEF FINANCIAL OFFICER AND BOARD MEMBER | NA | Control |
| LEGRAND, LAWRENCE, JOHN | I | VICE CHAIRMAN, CHIEF FINANCIAL OFFICER AND ELECTED MANAGER | NA | Control |
| LEGRAND, LAWRENCE, JOHN | I | VICE CHAIRMAN, CHIEF FINANCIAL OFFICER AND ELECTED MANAGER | NA | Control |
| LEGRAND, LAWRENCE, JOHN | I | VICE CHAIRMAN, CHIEF FINANCIAL OFFICER AND ELECTED MANAGER | NA | Control |
| LEGRAND, LAWRENCE, JOHN | I | VICE CHAIRMAN, CHIEF FINANCIAL OFFICER AND ELECTED MANAGER | NA | Control |
| LEGRAND, LAWRENCE, JOHN | I | VICE CHAIRMAN, CHIEF FINANCIAL OFFICER AND ELECTED MANAGER | NA | Control |
| LEGRAND, LAWRENCE, JOHN | I | VICE CHAIRMAN, CHIEF FINANCIAL OFFICER AND ELECTED MANAGER | NA | Control |
| LEGRAND, LAWRENCE, JOHN | I | VICE CHAIRMAN, CHIEF FINANCIAL OFFICER AND ELECTED MANAGER | NA | Control |
| LEGRAND, LAWRENCE, JOHN | I | VICE CHAIRMAN, CHIEF FINANCIAL OFFICER AND ELECTED MANAGER | NA | Control |
| LEGRAND, LAWRENCE, JOHN | I | VICE CHAIRMAN, CHIEF FINANCIAL OFFICER AND ELECTED MANAGER | NA | Control |
| LEGRAND, LAWRENCE, JOHN | I | VICE CHAIRMAN, CHIEF FINANCIAL OFFICER AND ELECTED MANAGER | NA | Control |
| LEGRAND, LAWRENCE, JOHN | I | VICE CHAIRMAN, CHIEF FINANCIAL OFFICER AND ELECTED MANAGER | NA | Control |
| LEGRAND, LAWRENCE, JOHN | I | VICE CHAIRMAN, CHIEF FINANCIAL OFFICER AND ELECTED MANAGER | NA | Control |
| LEGRAND, LAWRENCE, JOHN | I | VICE CHAIRMAN, CHIEF FINANCIAL OFFICER AND ELECTED MANAGER | NA | Control |
| LEGRAND, LAWRENCE, JOHN | I | VICE CHAIRMAN, CHIEF FINANCIAL OFFICER AND ELECTED MANAGER | NA | Control |
| LEGRAND, LAWRENCE, JOHN | I | VICE CHAIRMAN, CHIEF FINANCIAL OFFICER AND ELECTED MANAGER | NA | Control |
| LEGRAND, LAWRENCE, JOHN | I | VICE CHAIRMAN, CHIEF FINANCIAL OFFICER AND ELECTED MANAGER | NA | Control |
| LEGRAND, LAWRENCE, JOHN | I | VICE CHAIRMAN, CHIEF FINANCIAL OFFICER AND ELECTED MANAGER | NA | Control |
| LEGRAND, LAWRENCE, JOHN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| LEGRAND, LAWRENCE, JOHN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| LEGRAND, LAWRENCE, JOHN | I | VICE CHAIRMAN, CHIEF FINANCIAL OFFICER AND ELECTED MANAGER | NA | Control |
| LEGRAND, LAWRENCE, JOHN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| LEGRAND, LAWRENCE, JOHN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| LEGRAND, LAWRENCE, JOHN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| LEGRAND, LAWRENCE, JOHN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| LITTRELL, WILLIAM | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LITTRELL, WILLIAM, PAINTER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MALLOUK, PETER, ALEX | I | BOARD MEMBER | NA | Control |
| MALLOUK, PETER, ALEX | I | BOARD MEMBER | NA | Control |
| MALLOUK, PETER, ALEX | I | BOARD MEMBER | NA | Control |
| MALLOUK, PETER, ALEX | I | BOARD MEMBER | NA | Control |
| MALLOUK, PETER, ALEX | I | BOARD MEMBER | NA | Control |
| MALLOUK, PETER, ALEX | I | BOARD MEMBER | NA | Control |
| MALLOUK, PETER, ALEX | I | BOARD MEMBER | NA | Control |
| MALLOUK, PETER, ALEX | I | BOARD MEMBER | NA | Control |
| MALLOUK, PETER, ALEX | I | BOARD MEMBER | NA | Control |
| MALLOUK, PETER, ALEX | I | BOARD MEMBER | NA | Control |
| MALLOUK, PETER, ALEX | I | BOARD MEMBER | NA | Control |
| MALLOUK, PETER, ALEX | I | BOARD MEMBER | NA | Control |
| MUIRHEAD, BRANDON, KIETH | I | ELECTED MANAGER OF CYNOSURE | NA | Control |
| MUIRHEAD, BRANDON, KIETH | I | ELECTED MANAGER OF CYNOSURE | NA | Control |
| MUIRHEAD, BRANDON, KIETH | I | ELECTED MANAGER OF CYNOSURE | NA | Control |
| MUIRHEAD, BRANDON, KIETH | I | ELECTED MANAGER OF CYNOSURE | NA | Control |
| MUIRHEAD, BRANDON, KIETH | I | ELECTED MANAGER OF CYNOSURE | NA | Control |
| MUIRHEAD, BRANDON, KIETH | I | ELECTED MANAGER OF CYNOSURE | NA | Control |
| MUIRHEAD, BRANDON, KIETH | I | ELECTED MANAGER OF CYNOSURE | NA | Control |
| OLIGSCHLAEGER, MARK, ALAN | I | ELECTED MANAGER | NA | Control |
| OLIGSCHLAEGER, MARK, ALAN | I | ELECTED MANAGER | NA | Control |
| OLIGSCHLAEGER, MARK, ALAN | I | ELECTED MANAGER | NA | Control |
| OLIGSCHLAEGER, MARK, ALAN | I | ELECTED MANAGER | NA | Control |
| OLIGSCHLAEGER, MARK, ALAN | I | ELECTED MANAGER | NA | Control |
| OLIGSCHLAEGER, MARK, ALAN | I | ELECTED MANAGER | NA | Control |
| OLIGSCHLAEGER, MARK, ALAN | I | ELECTED MANAGER | NA | Control |
| OLIGSCHLAEGER, MARK, ALAN | I | ELECTED MANAGER | NA | Control |
| OLIGSCHLAEGER, MARK, ALAN | I | ELECTED MANAGER | NA | Control |
| OLIGSCHLAEGER, MARK, ALAN | I | ELECTED MANAGER | NA | Control |
| OLIGSCHLAEGER, MARK, ALAN | I | ELECTED MANAGER | NA | Control |
| OLIGSCHLAEGER, MARK, ALAN | I | ELECTED MANAGER | NA | Control |
| OLIGSCHLAEGER, MARK, ALAN | I | ELECTED MANAGER | NA | Control |
| OLIGSCHLAEGER, MARK, ALAN | I | ELECTED MANAGER | NA | Control |
| OLIGSCHLAEGER, MARK, ALAN | I | ELECTED MANAGER | NA | Control |
| ROBINS, BENJAMIN, JOHN | I | ELECTED MANAGER | NA | Control |
| ROBINS, BENJAMIN, JOHN | I | ELECTED MANAGER | NA | Control |
| ROBINS, BENJAMIN, JOHN | I | ELECTED MANAGER | NA | Control |
| ROBINS, BENJAMIN, JOHN | I | ELECTED MANAGER | NA | Control |
| ROBINS, BENJAMIN, JOHN | I | ELECTED MANAGER | NA | Control |
| ROBINS, BENJAMIN, JOHN | I | ELECTED MANAGER | NA | Control |
| ROBINS, BENJAMIN, JOHN | I | ELECTED MANAGER | NA | Control |
| ROBINS, BENJAMIN, JOHN | I | ELECTED MANAGER | NA | Control |
| ROBINS, BENJAMIN, JOHN | I | ELECTED MANAGER | NA | Control |
| ROBINS, BENJAMIN, JOHN | I | ELECTED MANAGER | NA | Control |
| ROBINSON, LARRY, PETER GEORGE | I | ELECTED MANAGER | NA | Control |
| ROBINSON, LARRY, PETER GEORGE | I | ELECTED MANAGER | NA | Control |
| ROBINSON, LARRY, PETER GEORGE | I | ELECTED MANAGER | NA | Control |
| SASTRY, JOHN, JOSEPH | I | CHIEF COMPLIANCE OFFICER, CHIEF LEGAL | NA | Control |
| SASTRY, JOHN, JOSEPH | I | CHIEF COMPLIANCE OFFICER, CHIEF LEGAL | NA | Control |
| SASTRY, JOHN, JOSEPH | I | CHIEF COMPLIANCE OFFICER, CHIEF LEGAL | NA | Control |
| SASTRY, JOHN, JOSEPH | I | CHIEF COMPLIANCE OFFICER, CHIEF LEGAL | NA | Control |
| SASTRY, JOHN, JOSEPH | I | CHIEF COMPLIANCE OFFICER, CHIEF LEGAL | NA | Control |
| SASTRY, JOHN, JOSEPH | I | CHIEF COMPLIANCE OFFICER, CHIEF LEGAL OFFICER | NA | Control |
| SASTRY, JOHN, JOSEPH | I | CHIEF COMPLIANCE OFFICER, CHIEF LEGAL OFFICER | NA | Control |
| SEGAL, SPENSER, HAYWARD | I | MANAGER | NA | Control |
| SEGAL, SPENSER, HAYWARD | I | MANAGER | NA | Control |
| SEGAL, SPENSER, HAYWARD | I | MANAGER | NA | Control |
| SEGAL, SPENSER, HAYWARD | I | MANAGER | NA | Control |
| SEGAL, SPENSER, HAYWARD | I | MANAGER | NA | Control |
| SEGAL, SPENSER, HAYWARD | I | MANAGER | NA | Control |
| SEGAL, SPENSER, HAYWARD | I | MANAGER | NA | Control |
| SEGAL, SPENSER, HAYWARD | I | MANAGER | NA | Control |
| SEGAL, SPENSER, HAYWARD | I | MANAGER | NA | Control |
| SEGAL, SPENSER, HAYWARD | I | MANAGER | NA | Control |
| SEGAL, SPENSER, HAYWARD | I | MANAGER | NA | Control |
| SEGAL, SPENSER, HAYWARD | I | MANAGER | NA | Control |
| SEGAL, SPENSER, HAYWARD | I | MANAGER | NA | Control |
| SEGAL, SPENSER, HAYWARD | I | MANAGER | NA | Control |
| SEGAL, SPENSER, HAYWARD | I | MANAGER | NA | Control |
| Scruggs, Herbert, Eugene | I | ELECTED MANAGER | NA | Control |
| Scruggs, Herbert, Eugene | I | ELECTED MANAGER | NA | Control |
| Scruggs, Herbert, Eugene | I | ELECTED MANAGER | NA | Control |
| Scruggs, Herbert, Eugene | I | ELECTED MANAGER | NA | Control |
| Scruggs, Herbert, Eugene | I | ELECTED MANAGER | NA | Control |
| Scruggs, Herbert, Eugene | I | ELECTED MANAGER | NA | Control |
| Scruggs, Herbert, Eugene | I | ELECTED MANAGER | NA | Control |
| Scruggs, Herbert, Eugene | I | ELECTED MANAGER | NA | Control |
| Scruggs, Herbert, Eugene | I | ELECTED MANAGER | NA | Control |
| Scruggs, Herbert, Eugene | I | ELECTED MANAGER | NA | Control |
| Scruggs, Herbert, Eugene | I | ELECTED MANAGER | NA | Control |
| Scruggs, Herbert, Eugene | I | ELECTED MANAGER | NA | Control |
| Scruggs, Herbert, Eugene | I | ELECTED MANAGER | NA | Control |
| Scruggs, Herbert, Eugene | I | ELECTED MANAGER | NA | Control |
| Scruggs, Herbert, Eugene | I | ELECTED MANAGER | NA | Control |
| Smith, Jeff | I | COO | NA | Control |
| Smith, Jeff | I | COO | NA | Control |
| WOODS, MICHAEL, H | I | ELECTED MANAGER | NA | Control |
| WOODS, MICHAEL, H | I | ELECTED MANAGER | NA | Control |
| robinson, larry, peter george | I | ELECTED MANAGER | NA | Control |
| robinson, larry, peter george | I | ELECTED MANAGER | NA | Control |
| robinson, larry, peter george | I | ELECTED MANAGER | NA | Control |
| robinson, larry, peter george | I | ELECTED MANAGER | NA | Control |
| robinson, larry, peter george | I | ELECTED MANAGER | NA | Control |
| robinson, larry, peter george | I | ELECTED MANAGER | NA | Control |
| robinson, larry, peter george | I | ELECTED MANAGER | NA | Control |
| robinson, larry, peter george | I | ELECTED MANAGER | NA | Control |
| robinson, larry, peter george | I | ELECTED MANAGER | NA | Control |
| robinson, larry, peter george | I | ELECTED MANAGER | NA | Control |
| robinson, larry, peter george | I | ELECTED MANAGER | NA | Control |
| BUCKNER, JEFFREY, TRAVIS | I | PRESIDENT | E | Control |
| BUCKNER, JEFFREY, TRAVIS | I | PRESIDENT | E | Control |
| BUCKNER, JEFFREY, TRAVIS | I | PRESIDENT | E | Control |
| PLANCORP HOLDINGS, INC. | DE | LLC MEMBER | E | Control |
| PLANCORP HOLDINGS, INC. | DE | LLC MEMBER | E | Control |
| PLANCORP HOLDINGS, INC. | DE | LLC MEMBER | E | Control |
| PLANCORP HOLDINGS, INC. | DE | LLC MEMBER | E | Control |
| PLANCORP HOLDINGS, INC. | DE | LLC MEMBER | E | Control |
| BUCKNER, JEFFREY, TRAVIS | I | PRESIDENT | D | Control |
| BUCKNER, JEFFREY, TRAVIS | I | PRESIDENT | D | Control |
| BUCKNER, JEFFREY, TRAVIS | I | PRESIDENT | D | Control |
| BUCKNER, JEFFREY, TRAVIS | I | PRESIDENT | D | Control |
| BUCKNER, JEFFREY, TRAVIS | I | PRESIDENT | D | Control |
| BUCKNER, JEFFREY, TRAVIS | I | PRESIDENT | D | Control |
| BUCKNER, JEFFREY, TRAVIS | I | PRESIDENT | D | Control |
| BUCKNER, JEFFREY, TRAVIS | I | PRESIDENT | D | Control |
| BUCKNER, JEFFREY, TRAVIS | I | PRESIDENT | D | Control |
| BUCKNER, JEFFREY, TRAVIS | I | PRESIDENT | D | Control |
| BUCKNER, JEFFREY, TRAVIS | I | PRESIDENT | D | Control |
| BUCKNER, JEFFREY, TRAVIS | I | PRESIDENT | D | Control |
| BUCKNER, JEFFREY, TRAVIS | I | PRESIDENT | D | Control |
| BUCKNER, JEFFREY, TRAVIS | I | PRESIDENT | D | Control |
| BUCKNER, JEFFREY, TRAVIS | I | PRESIDENT | D | Control |
| PLANCORP HOLDINGS, INC. | DE | LLC MEMBER | D | Control |
| PLANCORP HOLDINGS, INC. | DE | LLC MEMBER | D | Control |
| PLANCORP HOLDINGS, INC. | DE | LLC MEMBER | D | Control |
| PLANCORP HOLDINGS, INC. | DE | LLC MEMBER | D | Control |
| PLANCORP HOLDINGS, INC. | DE | LLC MEMBER | D | Control |
| PLANCORP HOLDINGS, INC. | DE | LLC MEMBER | D | Control |
| FRANK, STEVEN, N | I | EXECUTIVE VICE PRESIDENT | C | Control |
| FRANK, STEVEN, N | I | EXECUTIVE VICE PRESIDENT | C | Control |
| FRANK, STEVEN, N | I | EXECUTIVE VICE PRESIDENT | C | Control |
| FRANK, STEVEN, N | I | EXECUTIVE VICE PRESIDENT | C | Control |
| FRANK, STEVEN, N | I | EXECUTIVE VICE PRESIDENT | C | Control |
| FRANK, STEVEN, N | I | EXECUTIVE VICE PRESIDENT | C | Control |
| FRANK, STEVEN, NORMAN | I | EXECUTIVE VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | C | Control |
| FRANK, STEVEN, NORMAN | I | EXECUTIVE VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | C | Control |
| FRANK, STEVEN, NORMAN | I | EXECUTIVE VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | C | Control |
| FRANK, STEVEN, NORMAN | I | EXECUTIVE VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | C | Control |
| FRANK, STEVEN, NORMAN | I | EXECUTIVE VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | C | Control |
| FRANK, STEVEN, NORMAN | I | EXECUTIVE VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | C | Control |
| FRANK, STEVEN, NORMAN | I | EXECUTIVE VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | C | Control |
| FRANK, STEVEN, NORMAN | I | EXECUTIVE VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | C | Control |
| FRANK, STEVEN, NORMAN | I | EXECUTIVE VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | C | Control |
| FRANK, STEVEN, NORMAN | I | EXECUTIVE VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | C | Control |
| FRANK, STEVEN, NORMAN | I | EXECUTIVE VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | C | Control |
| FRANK, STEVEN, NORMAN | I | EXECUTIVE VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | C | Control |
| LEGRAND, LAWRENCE, JOHN | I | EXECUTIVE VICE PRESIDENT/CHIEF FINANCIAL OFFICER | C | Control |
| LEGRAND, LAWRENCE, JOHN | I | EXECUTIVE VICE PRESIDENT/CHIEF FINANCIAL OFFICER | C | Control |
| LEGRAND, LAWRENCE, JOHN | I | EXECUTIVE VICE PRESIDENT | C | Control |
| LEGRAND, LAWRENCE, JOHN | I | EXECUTIVE VICE PRESIDENT/CHIEF FINANCIAL OFFICER | C | Control |
| LEGRAND, LAWRENCE, JOHN | I | EXECUTIVE VICE PRESIDENT/CHIEF FINANCIAL OFFICER | C | Control |
| LEGRAND, LAWRENCE, JOHN | I | EXECUTIVE VICE PRESIDENT/CHIEF FINANCIAL OFFICER | C | Control |
| LEGRAND, LAWRENCE, JOHN | I | EXECUTIVE VICE PRESIDENT/CHIEF FINANCIAL OFFICER | C | Control |
| LEGRAND, LAWRENCE, JOHN | I | EXECUTIVE VICE PRESIDENT/CHIEF FINANCIAL OFFICER | C | Control |
| LEGRAND, LAWRENCE, JOHN | I | EXECUTIVE VICE PRESIDENT/CHIEF FINANCIAL OFFICER | C | Control |
| LEGRAND, LAWRENCE, JOHN | I | EXECUTIVE VICE PRESIDENT/CHIEF FINANCIAL OFFICER | C | Control |
| LEGRAND, LAWRENCE, JOHN | I | EXECUTIVE VICE PRESIDENT | C | Control |
| LEGRAND, LAWRENCE, JOHN | I | EXECUTIVE VICE PRESIDENT/CHIEF FINANCIAL OFFICER | C | Control |
| PLANCORP HOLDINGS, INC. | DE | LLC MEMBER | C | Control |
| PLANCORP HOLDINGS, INC. | DE | LLC MEMBER | C | Control |
| PLANCORP HOLDINGS, INC. | DE | LLC MEMBER | C | Control |
| PLANCORP HOLDINGS, INC. | DE | LLC MEMBER | C | Control |
| PLANCORP HOLDINGS, INC. | DE | LLC MEMBER | C | Control |
| PLANCORP HOLDINGS, INC. | DE | LLC MEMBER | C | Control |
| PRUMENTUM GROUP INC. | DE | MEMBER | C | Control |
| PRUMENTUM GROUP INC. | DE | MEMBER | C | Control |
| PRUMENTUM GROUP INC. | DE | MEMBER | C | Control |
| PRUMENTUM GROUP INC. | DE | MEMBER | C | Control |
| PRUMENTUM GROUP INC. | DE | MEMBER | C | Control |
| PRUMENTUM GROUP INC. | DE | MEMBER | C | Control |
| PRUMENTUM GROUP INC. | DE | MEMBER | C | Control |
| PRUMENTUM GROUP INC. | DE | MEMBER | C | Control |
| PRUMENTUM GROUP INC. | DE | MEMBER | C | Control |
| PRUMENTUM GROUP INC. | DE | MEMBER | C | Control |
| PRUMENTUM GROUP INC. | DE | MEMBER | C | Control |
| PRUMENTUM GROUP INC. | DE | MEMBER | C | Control |
| PRUMENTUM GROUP INC. | DE | MEMBER | C | Control |
| PRUMENTUM GROUP INC. | DE | MEMBER | C | Control |
| CREATIVE PLANNING | DE | LLC MEMBER | B | |
| CREATIVE PLANNING | DE | LLC MEMBER | B | |
| CREATIVE PLANNING | DE | LLC MEMBER | B | |
| CREATIVE PLANNING | DE | LLC MEMBER | B | |
| CREATIVE PLANNING | DE | LLC MEMBER | B | |
| CREATIVE PLANNING | DE | LLC MEMBER | B | |
| CREATIVE PLANNING | DE | LLC MEMBER | B | |
| CREATIVE PLANNING | DE | LLC MEMBER | B | |
| CREATIVE PLANNING | DE | LLC MEMBER | B | |
| CREATIVE PLANNING | DE | LLC MEMBER | B | |
| CREATIVE PLANNING | DE | LLC MEMBER | B | |
| CREATIVE PLANNING | DE | LLC MEMBER | B | |
| CYNOSURE PARTNERS 2020, LP | DE | MEMBER | B | |
| CYNOSURE PARTNERS 2020, LP | DE | MEMBER | B | |
| CYNOSURE PARTNERS 2020, LP | DE | MEMBER | B | |
| CYNOSURE PARTNERS 2020, LP | DE | MEMBER | B | |
| CYNOSURE PARTNERS 2020, LP | DE | MEMBER | B | |
| CYNOSURE PARTNERS 2020, LP | DE | MEMBER | B | |
| CYNOSURE PARTNERS 2020, LP | DE | MEMBER | B | |
| CYNOSURE PARTNERS 2020, LP | DE | MEMBER | B | |
| CYNOSURE PARTNERS 2020, LP | DE | MEMBER | B | |
| CYNOSURE PARTNERS 2020, LP | DE | MEMBER | B | |
| CYNOSURE PARTNERS 2020, LP | DE | MEMBER | B | |
| CYNOSURE PARTNERS 2020, LP | DE | MEMBER | B | |
| CYNOSURE PARTNERS 2020, LP | DE | MEMBER | B | |
| CYNOSURE PARTNERS 2020, LP | DE | MEMBER | B | |
| CYNOSURE PARTNERS 2020, LP | DE | MEMBER | B | |
| CYNOSURE PARTNERS 2020, LP | DE | MEMBER | B | |
| CYNOSURE PARTNERS 2020, LP | DE | MEMBER | B | |
| CYNOSURE PARTNERS 2020, LP | DE | MEMBER | B | |
| CYNOSURE PARTNERS 2020, LP | DE | MEMBER | B | |
| CYNOSURE PARTNERS 2020, LP | DE | MEMBER | B | |
| CYNOSURE PARTNERS 2020, LP | DE | MEMBER | B | |
| CYNOSURE PARTNERS 2020, LP | DE | MEMBER | B | |
| CYNOSURE PARTNERS 2020, LP | DE | MEMBER | B | |
| CYNOSURE PARTNERS 2020, LP | DE | MEMBER | B | |
| CYNOSURE PARTNERS 2020, LP | DE | MEMBER | B | |
| CYNOSURE WEALTH PARTNERS, LLC | DE | MEMBER | B | |
| CYNOSURE WEALTH PARTNERS, LLC | DE | MEMBER | B | |
| CYNOSURE WEALTH PARTNERS, LLC | DE | MEMBER | B | |
| CYNOSURE WEALTH PARTNERS, LLC | DE | MEMBER | B | |
| CYNOSURE WEALTH PARTNERS, LLC | DE | MEMBER | B | |
| CYNOSURE WEALTH PARTNERS, LLC | DE | MEMBER | B | |
| CYNOSURE WEALTH PARTNERS, LLC | DE | MEMBER | B | |
| CYNOSURE WEALTH PARTNERS, LLC | DE | MEMBER | B | |
| CYNOSURE WEALTH PARTNERS, LLC | DE | MEMBER | B | |
| CYNOSURE WEALTH PARTNERS, LLC | DE | MEMBER | B | |
| CYNOSURE WEALTH PARTNERS, LLC | DE | MEMBER | B | |
| CYNOSURE WEALTH PARTNERS, LLC | DE | MEMBER | B | |
| CYNOSURE WEALTH PARTNERS, LLC | DE | MEMBER | B | |
| CYNOSURE WEALTH PARTNERS, LLC | DE | MEMBER | B | |
| CYNOSURE WEALTH PARTNERS, LLC | DE | MEMBER | B | |
| JCK II, INC. | DE | LLC MEMBER | B | |
| JCK II, INC. | DE | LLC MEMBER | B | |
| JCK II, INC. | DE | LLC MEMBER | B | |
| JCK II, INC. | DE | LLC MEMBER | B | |
| JCK II, INC. | DE | LLC MEMBER | B | |
| JCK II, INC. | DE | LLC MEMBER | B | |
| JCK II, INC. | DE | LLC MEMBER | B | |
| JCK II, INC. | DE | LLC MEMBER | B | |
| JCK II, INC. | DE | LLC MEMBER | B | |
| JCK II, INC. | DE | LLC MEMBER | B | |
| JCK II, INC. | DE | LLC MEMBER | B | |
| JCK II, INC. | DE | LLC MEMBER | B | |
| JCK II, INC. | DE | LLC MEMBER | B | |
| JCK II, INC. | DE | LLC MEMBER | B | |
| JCK II, INC. | DE | LLC MEMBER | B | |
| JCK II, INC. | DE | LLC MEMBER | B | |
| JCK II, INC. | DE | LLC MEMBER | B | |
| JCK II, INC. | DE | LLC MEMBER | B | |
| JCK II, INC. | DE | LLC MEMBER | B | |
| JCK II, INC. | DE | LLC MEMBER | B | |
| JCK II, INC. | DE | LLC MEMBER | B | |
| JCK II, INC. | DE | LLC MEMBER | B | |
| JCK II, INC. | DE | MEMBER | B | |
| JCK II, INC. | DE | LLC MEMBER | B | |
| JCK II, INC. | DE | LLC MEMBER | B | |
| JCK II, INC. | DE | MEMBER | B | |
| JCK II, INC. | DE | MEMBER | B | |
| JCK II, INC. | DE | MEMBER | B | |
| JCK II, INC. | DE | MEMBER | B | |
| JCK II, INC. | DE | MEMBER | B | |
| JCK II, INC. | DE | MEMBER | B | |
| JCK II, INC. | DE | MEMBER | B | |
| JCK II, INC. | DE | MEMBER | B | |
| JCK II, INC. | DE | MEMBER | B | |
| JCK II, INC. | DE | MEMBER | B | |
| JCK II, INC. | DE | MEMBER | B | |
| JCK II, INC. | DE | MEMBER | B | |
| JCK II, INC. | DE | MEMBER | B | |
| JCK II, INC. | DE | MEMBER | B | |
| JCK II, INC. | DE | MEMBER | B | |
| JCK II, INC. | DE | MEMBER | B | |
| JCK II, INC. | DE | MEMBER | B | |
| JCK II, INC. | DE | MEMBER | B | |
| JCK II, INC. | DE | MEMBER | B | |
| JCK II, INC. | DE | MEMBER | B | |
| JCK II, INC. | DE | MEMBER | B | |
| JCK II, INC. | DE | MEMBER | B | |
| JCK II, INC. | DE | MEMBER | B | |
| JCK II, INC. | DE | MEMBER | B | |
| JCK II, INC. | DE | MEMBER | B | |
| JCK II, INC. | DE | MEMBER | B | |
| JCK II, INC. | DE | MEMBER | B | |
| JCK II, INC. | DE | MEMBER | B | |
| JCK II, INC. | DE | MEMBER | B | |
| JCK II, INC. | DE | MEMBER | B | |
| JCK II, INC. | DE | MEMBER | B | |
| PLANCORP HOLDINGS, INC. | DE | LLC MEMBER | B | |
| PLANCORP HOLDINGS, INC. | DE | LLC MEMBER | B | |
| PLANCORP HOLDINGS, INC. | DE | LLC MEMBER | B | |
| PLANCORP HOLDINGS, INC. | DE | LLC MEMBER | B | |
| PLANCORP HOLDINGS, INC. | DE | LLC MEMBER | B | |
| PLANCORP HOLDINGS, INC. | DE | MEMBER | B | |
| PLANCORP HOLDINGS, INC. | DE | LLC MEMBER | B | |
| PLANCORP HOLDINGS, INC. | DE | LLC MEMBER | B | |
| PLANCORP HOLDINGS, INC. | DE | MEMBER | B | |
| PLANCORP HOLDINGS, INC. | DE | MEMBER | B | |
| PLANCORP HOLDINGS, INC. | DE | MEMBER | B | |
| PLANCORP HOLDINGS, INC. | DE | MEMBER | B | |
| PLANCORP HOLDINGS, INC. | DE | MEMBER | B | |
| PLANCORP HOLDINGS, INC. | DE | MEMBER | B | |
| PLANCORP HOLDINGS, INC. | DE | MEMBER | B | |
| PLANCORP HOLDINGS, INC. | DE | MEMBER | B | |
| PLANCORP HOLDINGS, INC. | DE | MEMBER | B | |
| PLANCORP HOLDINGS, INC. | DE | MEMBER | B | |
| TRIA ASSET HOLDINGS E, LLC | DE | MEMBER | B | Control |
| TRIA ASSET HOLDINGS E, LLC | DE | MEMBER | B | Control |
| TRIA ASSET HOLDINGS E, LLC | DE | MEMBER | B | Control |
| TRIA ASSET HOLDINGS E, LLC | DE | MEMBER | B | Control |
| TRIA ASSET HOLDINGS E, LLC | DE | MEMBER | B | Control |
| TRIA ASSET HOLDINGS E, LLC | DE | MEMBER | B | Control |
| TRIA ASSET HOLDINGS E, LLC | DE | MEMBER | B | Control |
| TRIA ASSET HOLDINGS E, LLC | DE | MEMBER | B | Control |
| TRIA ASSET HOLDINGS E, LLC | DE | MEMBER | B | Control |
| TRIA ASSET HOLDINGS E, LLC | DE | MEMBER | B | Control |
| BLW INVESMENT COMPANY | DE | LLC MEMBER | A | |
| BLW INVESMENT COMPANY | DE | LLC MEMBER | A | |
| BLW INVESMENT COMPANY | DE | LLC MEMBER | A | |
| BLW INVESMENT COMPANY | DE | LLC MEMBER | A | |
| BLW INVESMENT COMPANY | DE | LLC MEMBER | A | |
| BLW INVESMENT COMPANY | DE | LLC MEMBER | A | |
| BLW INVESMENT COMPANY | DE | LLC MEMBER | A | |
| BLW INVESTMENT COMPANY | DE | MEMBER | A | |
| BLW INVESTMENT COMPANY | DE | MEMBER | A | |
| BLW INVESTMENT COMPANY | DE | MEMBER | A | |
| BLW INVESTMENT COMPANY | DE | MEMBER | A | |
| BLW INVESTMENT COMPANY | DE | MEMBER | A | |
| BLW INVESTMENT COMPANY | DE | MEMBER | A | |
| BLW INVESTMENT COMPANY | DE | MEMBER | A | |
| BLW INVESTMENT COMPANY | DE | MEMBER | A | |
| BLW INVESTMENT COMPANY | DE | MEMBER | A | |
| BLW INVESTMENT COMPANY | DE | MEMBER | A | |
| BLW INVESTMENT COMPANY | DE | MEMBER | A | |
| BLW INVESTMENT COMPANY | DE | MEMBER | A | |
| BLW INVESTMENT COMPANY | DE | MEMBER | A | |
| BLW INVESTMENT COMPANY | DE | MEMBER | A | |
| BLW INVESTMENT COMPANY | DE | MEMBER | A | |
| BLW INVESTMENT COMPANY | DE | MEMBER | A | |
| BLW INVESTMENT COMPANY | DE | MEMBER | A | |
| BLW INVESTMENT COMPANY | DE | MEMBER | A | |
| BLW INVESTMENT COMPANY | DE | MEMBER | A | |
| BLW INVESTMENT COMPANY | DE | MEMBER | A | |
| BLW INVESTMENT COMPANY | DE | MEMBER | A | |
| BLW INVESTMENT COMPANY | DE | MEMBER | A | |
| BLW INVESTMENT COMPANY | DE | MEMBER | A | |
| BLW INVESTMENT COMPANY | DE | MEMBER | A | |
| BLW INVESTMENT COMPANY | DE | MEMBER | A | |
| BLW INVESTMENT COMPANY | DE | MEMBER | A | |
| BLW INVESTMENT COMPANY | DE | MEMBER | A | |
| BLW INVESTMENT COMPANY | DE | MEMBER | A | |
| BMK HOLDING, INC | DE | MEMBER | A | |
| BMK HOLDING, INC | DE | MEMBER | A | |
| BMK HOLDING, INC | DE | MEMBER | A | |
| BMK HOLDING, INC | DE | MEMBER | A | |
| BMK HOLDING, INC | DE | MEMBER | A | |
| BMK HOLDING, INC | DE | MEMBER | A | |
| BMK HOLDING, INC | DE | MEMBER | A | |
| BMK HOLDING, INC | DE | MEMBER | A | |
| BMK HOLDING, INC | DE | MEMBER | A | |
| BMK HOLDING, INC | DE | MEMBER | A | |
| BMK HOLDING, INC | DE | MEMBER | A | |
| BMK HOLDING, INC | DE | MEMBER | A | |
| BMK HOLDING, INC | DE | MEMBER | A | |
| BMK HOLDING, INC | DE | MEMBER | A | |
| BMK HOLDING, INC | DE | MEMBER | A | |
| BMK HOLDING, INC | DE | MEMBER | A | |
| BMK HOLDING, INC | DE | MEMBER | A | |
| BMK HOLDING, INC | DE | MEMBER | A | |
| BMK HOLDING, INC | DE | MEMBER | A | |
| BMK HOLDING, INC | DE | MEMBER | A | |
| BMK HOLDING, INC | DE | MEMBER | A | |
| BMK HOLDING, INC | DE | MEMBER | A | |
| BMK HOLDING, INC | DE | MEMBER | A | |
| BMK HOLDING, INC | DE | MEMBER | A | |
| BMK HOLDING, INC | DE | MEMBER | A | |
| BMK HOLDING, INC | DE | MEMBER | A | |
| BMK HOLDING, INC | DE | MEMBER | A | |
| BMK HOLDING, INC | DE | MEMBER | A | |
| BMK HOLDINGS, INC. | DE | LLC MEMBER | A | |
| BMK HOLDINGS, INC. | DE | LLC MEMBER | A | |
| BMK HOLDINGS, INC. | DE | LLC MEMBER | A | |
| BMK HOLDINGS, INC. | DE | LLC MEMBER | A | |
| BMK HOLDINGS, INC. | DE | LLC MEMBER | A | |
| BMK HOLDINGS, INC. | DE | LLC MEMBER | A | |
| BMK HOLDINGS, INC. | DE | LLC MEMBER | A | |
| CYNOSURE WEALTH PARTNERS, LLC | DE | MEMBER | A | |
| CYNOSURE WEALTH PARTNERS, LLC | DE | MEMBER | A | |
| CYNOSURE WEALTH PARTNERS, LLC | DE | MEMBER | A | |
| CYNOSURE WEALTH PARTNERS, LLC | DE | MEMBER | A | |
| CYNOSURE WEALTH PARTNERS, LLC | DE | MEMBER | A | |
| CYNOSURE WEALTH PARTNERS, LLC | DE | MEMBER | A | |
| CYNOSURE WEALTH PARTNERS, LLC | DE | MEMBER | A | |
| CYNOSURE WEALTH PARTNERS, LLC | DE | MEMBER | A | |
| CYNOSURE WEALTH PARTNERS, LLC | DE | MEMBER | A | |
| CYNOSURE WEALTH PARTNERS, LLC | DE | MEMBER | A | |
| HCF, INC. | DE | LLC MEMBER | A | |
| HCF, INC. | DE | LLC MEMBER | A | |
| HCF, INC. | DE | LLC MEMBER | A | |
| HCF, INC. | DE | LLC MEMBER | A | |
| HCF, INC. | DE | LLC MEMBER | A | |
| HCF, INC. | DE | LLC MEMBER | A | |
| HCF, INC. | DE | LLC MEMBER | A | |
| HCF, INC. | DE | MEMBER | A | |
| HCF, INC. | DE | MEMBER | A | |
| HCF, INC. | DE | MEMBER | A | |
| HCF, INC. | DE | MEMBER | A | |
| HCF, INC. | DE | MEMBER | A | |
| HCF, INC. | DE | MEMBER | A | |
| HCF, INC. | DE | MEMBER | A | |
| HCF, INC. | DE | MEMBER | A | |
| HCF, INC. | DE | MEMBER | A | |
| HCF, INC. | DE | MEMBER | A | |
| HCF, INC. | DE | MEMBER | A | |
| HCF, INC. | DE | MEMBER | A | |
| HCF, INC. | DE | MEMBER | A | |
| HCF, INC. | DE | MEMBER | A | |
| HCF, INC. | DE | MEMBER | A | |
| HCF, INC. | DE | MEMBER | A | |
| HCF, INC. | DE | MEMBER | A | |
| HCF, INC. | DE | MEMBER | A | |
| HCF, INC. | DE | MEMBER | A | |
| HCF, INC. | DE | MEMBER | A | |
| HCF, INC. | DE | MEMBER | A | |
| HCF, INC. | DE | MEMBER | A | |
| HCF, INC. | DE | MEMBER | A | |
| HCF, INC. | DE | MEMBER | A | |
| HCF, INC. | DE | MEMBER | A | |
| HCF, INC. | DE | MEMBER | A | |
| HCF, INC. | DE | MEMBER | A | |
| HCF, INC. | DE | MEMBER | A | |
| LEGRAND, LAWRENCE, J | I | EXECUTIVE VICE PRESIDENT | A | Control |
| LEGRAND, LAWRENCE, J | I | EXECUTIVE VICE PRESIDENT | A | Control |
| LEGRAND, LAWRENCE, J | I | EXECUTIVE VICE PRESIDENT | A | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| DE BEER, MARTHIN, FREDERICK | I | GREAT PURPOSES LLC | F | Control |
| De Beer, Marthin, Frederick | I | GREAT PURPOSES LLC | F | Control |
| De Beer, Marthin, Frederick | I | GREAT PURPOSES LLC | F | Control |
| De Beer, Marthin, Frederick | I | GREAT PURPOSES LLC | F | Control |
| De Beer, Marthin, Frederick | I | GREAT PURPOSES LLC | F | Control |
| De Beer, Marthin, Frederick | I | GREAT PURPOSES LLC | F | Control |
| De Beer, Marthin, Frederick | I | GREAT PURPOSES LLC | F | Control |
| De Beer, Marthin, Frederick | I | GREAT PURPOSES LLC | F | Control |
| De Beer, Marthin, Frederick | I | GREAT PURPOSES LLC | F | Control |
| De Beer, Marthin, Frederick | I | GREAT PURPOSES LLC | F | Control |
| De Beer, Marthin, Frederick | I | GREAT PURPOSES LLC | F | Control |
| De Beer, Marthin, Frederick | I | GREAT PURPOSES LLC | F | Control |
| De Beer, Marthin, Frederick | I | GREAT PURPOSES LLC | F | Control |
| De Beer, Marthin, Frederick | I | GREAT PURPOSES LLC | F | Control |
| Eccles, Lisa, Ellen | I | GEORGE S. AND DOLORES DORE ECCLES FOUNDATION | F | Control |
| Eccles, Lisa, Ellen | I | GEORGE S. AND DOLORES DORE ECCLES FOUNDATION | F | Control |
| Eccles, Lisa, Ellen | I | GEORGE S. AND DOLORES DORE ECCLES FOUNDATION | F | Control |
| Eccles, Lisa, Ellen | I | GEORGE S. AND DOLORES DORE ECCLES FOUNDATION | F | Control |
| Eccles, Lisa, Ellen | I | GEORGE S. AND DOLORES DORE ECCLES FOUNDATION | F | Control |
| Eccles, Lisa, Ellen | I | GEORGE S. AND DOLORES DORE ECCLES FOUNDATION | F | Control |
| Eccles, Lisa, Ellen | I | GEORGE S. AND DOLORES DORE ECCLES FOUNDATION | F | Control |
| Eccles, Lisa, Ellen | I | GEORGE S. AND DOLORES DORE ECCLES FOUNDATION | F | Control |
| Eccles, Lisa, Ellen | I | GEORGE S. AND DOLORES DORE ECCLES FOUNDATION | F | Control |
| Eccles, Lisa, Ellen | I | GEORGE S. AND DOLORES DORE ECCLES FOUNDATION | F | Control |
| Eccles, Lisa, Ellen | I | GEORGE S. AND DOLORES DORE ECCLES FOUNDATION | F | Control |
| Eccles, Lisa, Ellen | I | GEORGE S. AND DOLORES DORE ECCLES FOUNDATION | F | Control |
| Eccles, Lisa, Ellen | I | GEORGE S. AND DOLORES DORE ECCLES FOUNDATION | F | Control |
| Eccles, Lisa, Ellen | I | GEORGE S. AND DOLORES DORE ECCLES FOUNDATION | F | Control |
| Eccles, Lisa, Ellen | I | GEORGE S. AND DOLORES DORE ECCLES FOUNDATION | F | Control |
| Eccles, Lisa, Ellen | I | GEORGE S. AND DOLORES DORE ECCLES FOUNDATION | F | Control |
| Eccles, Lisa, Ellen | I | GEORGE S. AND DOLORES DORE ECCLES FOUNDATION | F | Control |
| Eccles, Lisa, Ellen | I | GEORGE S. AND DOLORES DORE ECCLES FOUNDATION | F | Control |
| FRAZIER, CHRISTINA | I | THE HARRY CHAD FRAZIER REVOCABLE TRUST DTD 12/2/2011 | F | |
| FRAZIER, CHRISTINA | I | THE HARRY CHAD FRAZIER REVOCABLE TRUST DTD 12/2/2011 | F | |
| FRAZIER, CHRISTINA, STEUBY | I | THE HARRY CHAD FRAZIER REVOCABLE TRUST DTD 12/2/2011 | F | |
| FRAZIER, CHRISTINA, STEUBY | I | THE HARRY CHAD FRAZIER REVOCABLE TRUST DTD 12/2/2011 | F | |
| FRAZIER, CHRISTINA, STEUBY | I | THE HARRY CHAD FRAZIER REVOCABLE TRUST DTD 12/2/2011 | F | |
| FRAZIER, CHRISTINA, STEUBY | I | THE HARRY CHAD FRAZIER REVOCABLE TRUST DTD 12/2/2011 | F | |
| FRAZIER, CHRISTINA, STEUBY | I | THE HARRY CHAD FRAZIER REVOCABLE TRUST DTD 12/2/2011 | F | |
| FRAZIER, CHRISTINA, STEUBY | I | THE HARRY CHAD FRAZIER REVOCABLE TRUST DTD 12/2/2011 | F | |
| FRAZIER, CHRISTINA, STEUBY | I | THE HARRY CHAD FRAZIER REVOCABLE TRUST DTD 12/2/2011 | F | |
| FRAZIER, CHRISTINA, STEUBY | I | THE HARRY CHAD FRAZIER REVOCABLE TRUST DTD 12/2/2011 | F | |
| FRAZIER, CHRISTINA, STEUBY | I | THE HARRY CHAD FRAZIER REVOCABLE TRUST DTD 12/2/2011 | F | |
| FRAZIER, CHRISTINA, STEUBY | I | THE HARRY CHAD FRAZIER REVOCABLE TRUST DTD 12/2/2011 | F | |
| FRAZIER, CHRISTINA, STEUBY | I | THE HARRY CHAD FRAZIER REVOCABLE TRUST DTD 12/2/2011 | F | |
| FRAZIER, CHRISTINA, STEUBY | I | THE HARRY CHAD FRAZIER REVOCABLE TRUST DTD 12/2/2011 | F | |
| FRAZIER, CHRISTINA, STEUBY | I | THE HARRY CHAD FRAZIER REVOCABLE TRUST DTD 12/2/2011 | F | |
| FRAZIER, CHRISTINA, STEUBY | I | THE HARRY CHAD FRAZIER REVOCABLE TRUST DTD 12/2/2011 | F | |
| FRAZIER, CHRISTINA, STEUBY | I | THE HARRY CHAD FRAZIER REVOCABLE TRUST DTD 12/2/2011 | F | |
| FRAZIER, CHRISTINA, STEUBY | I | THE HARRY CHAD FRAZIER REVOCABLE TRUST DTD 12/2/2011 | F | |
| FRAZIER, CHRISTINA, STEUBY | I | THE HARRY CHAD FRAZIER REVOCABLE TRUST DTD 12/2/2011 | F | |
| FRAZIER, CHRISTINA, STEUBY | I | THE HARRY CHAD FRAZIER REVOCABLE TRUST DTD 12/2/2011 | F | |
| FRAZIER, CHRISTINA, STEUBY | I | THE HARRY CHAD FRAZIER REVOCABLE TRUST DTD 12/2/2011 | F | |
| FRAZIER, HARRY, CHAD | I | THE HARRY CHAD FRAZIER REVOCABLE TRUST DTD 12/2/2011 | F | |
| FRAZIER, HARRY, CHAD | I | THE HARRY CHAD FRAZIER REVOCABLE TRUST DTD 12/2/2011 | F | |
| FRAZIER, HARRY, CHAD | I | THE HARRY CHAD FRAZIER REVOCABLE TRUST DTD 12/2/2011 | F | |
| FRAZIER, HARRY, CHAD | I | THE HARRY CHAD FRAZIER REVOCABLE TRUST DTD 12/2/2011 | F | |
| FRAZIER, HARRY, CHAD | I | THE HARRY CHAD FRAZIER REVOCABLE TRUST DTD 12/2/2011 | F | |
| FRAZIER, HARRY, CHAD | I | THE HARRY CHAD FRAZIER REVOCABLE TRUST DTD 12/2/2011 | F | |
| FRAZIER, HARRY, CHAD | I | THE HARRY CHAD FRAZIER REVOCABLE TRUST DTD 12/2/2011 | F | |
| FRAZIER, HARRY, CHAD | I | THE HARRY CHAD FRAZIER REVOCABLE TRUST DTD 12/2/2011 | F | |
| FRAZIER, HARRY, CHAD | I | THE HARRY CHAD FRAZIER REVOCABLE TRUST DTD 12/2/2011 | F | |
| FRAZIER, HARRY, CHAD | I | THE HARRY CHAD FRAZIER REVOCABLE TRUST DTD 12/2/2011 | F | |
| FRAZIER, HARRY, CHAD | I | THE HARRY CHAD FRAZIER REVOCABLE TRUST DTD 12/2/2011 | F | |
| FRAZIER, HARRY, CHAD | I | THE HARRY CHAD FRAZIER REVOCABLE TRUST DTD 12/2/2011 | F | |
| FRAZIER, HARRY, CHAD | I | THE HARRY CHAD FRAZIER REVOCABLE TRUST DTD 12/2/2011 | F | |
| FRAZIER, HARRY, CHAD | I | THE HARRY CHAD FRAZIER REVOCABLE TRUST DTD 12/2/2011 | F | |
| FRAZIER, HARRY, CHAD | I | THE HARRY CHAD FRAZIER REVOCABLE TRUST DTD 12/2/2011 | F | |
| FRAZIER, HARRY, CHAD | I | THE HARRY CHAD FRAZIER REVOCABLE TRUST DTD 12/2/2011 | F | |
| FRAZIER, HARRY, CHAD | I | THE HARRY CHAD FRAZIER REVOCABLE TRUST DTD 12/2/2011 | F | |
| FRAZIER, HARRY, CHAD | I | THE HARRY CHAD FRAZIER REVOCABLE TRUST DTD 12/2/2011 | F | |
| FRAZIER, HARRY, CHAD | I | THE HARRY CHAD FRAZIER REVOCABLE TRUST DTD 12/2/2011 | F | |
| FRAZIER, HARRY, CHAD | I | THE HARRY CHAD FRAZIER REVOCABLE TRUST DTD 12/2/2011 | F | |
| FRAZIER, HARRY, CHAD | I | THE HARRY CHAD FRAZIER REVOCABLE TRUST DTD 12/2/2011 | F | |
| Graham, Robert, Maurice | I | GEORGE S. AND DOLORES DORE ECCLES FOUNDATION | F | Control |
| Graham, Robert, Maurice | I | GEORGE S. AND DOLORES DORE ECCLES FOUNDATION | F | Control |
| Graham, Robert, Maurice | I | GEORGE S. AND DOLORES DORE ECCLES FOUNDATION | F | Control |
| Graham, Robert, Maurice | I | GEORGE S. AND DOLORES DORE ECCLES FOUNDATION | F | Control |
| Graham, Robert, Maurice | I | GEORGE S. AND DOLORES DORE ECCLES FOUNDATION | F | Control |
| Graham, Robert, Maurice | I | GEORGE S. AND DOLORES DORE ECCLES FOUNDATION | F | Control |
| Graham, Robert, Maurice | I | GEORGE S. AND DOLORES DORE ECCLES FOUNDATION | F | Control |
| Graham, Robert, Maurice | I | GEORGE S. AND DOLORES DORE ECCLES FOUNDATION | F | Control |
| Graham, Robert, Maurice | I | GEORGE S. AND DOLORES DORE ECCLES FOUNDATION | F | Control |
| Graham, Robert, Maurice | I | GEORGE S. AND DOLORES DORE ECCLES FOUNDATION | F | Control |
| Graham, Robert, Maurice | I | GEORGE S. AND DOLORES DORE ECCLES FOUNDATION | F | Control |
| Graham, Robert, Maurice | I | GEORGE S. AND DOLORES DORE ECCLES FOUNDATION | F | Control |
| Graham, Robert, Maurice | I | GEORGE S. AND DOLORES DORE ECCLES FOUNDATION | F | Control |
| Graham, Robert, Maurice | I | GEORGE S. AND DOLORES DORE ECCLES FOUNDATION | F | Control |
| Graham, Robert, Maurice | I | GEORGE S. AND DOLORES DORE ECCLES FOUNDATION | F | Control |
| Graham, Robert, Maurice | I | GEORGE S. AND DOLORES DORE ECCLES FOUNDATION | F | Control |
| Graham, Robert, Maurice | I | GEORGE S. AND DOLORES DORE ECCLES FOUNDATION | F | Control |
| Graham, Robert, Maurice | I | GEORGE S. AND DOLORES DORE ECCLES FOUNDATION | F | Control |
| KERCKHOFF, J., CHRISTOPHER | I | J. CHRISTOPHER KERCKHOFF, JR. REVOCABLE LIVING TRUST | F | Control |
| KERCKHOFF, J., CHRISTOPHER | I | J. CHRISTOPHER KERCKHOFF, JR. REVOCABLE LIVING TRUST | F | Control |
| KERCKHOFF, J., CHRISTOPHER | I | J. CHRISTOPHER KERCKHOFF, JR. REVOCABLE LIVING TRUST | F | Control |
| KERCKHOFF, J., CHRISTOPHER | I | J. CHRISTOPHER KERCKHOFF, JR. REVOCABLE LIVING TRUST | F | Control |
| KERCKHOFF, J., CHRISTOPHER | I | J. CHRISTOPHER KERCKHOFF, JR. REVOCABLE LIVING TRUST | F | Control |
| KERCKHOFF, J., CHRISTOPHER | I | J. CHRISTOPHER KERCKHOFF, JR. REVOCABLE LIVING TRUST | F | Control |
| KERCKHOFF, J., CHRISTOPHER | I | J. CHRISTOPHER KERCKHOFF, JR. REVOCABLE LIVING TRUST | F | Control |
| KERCKHOFF, J., CHRISTOPHER | I | J. CHRISTOPHER KERCKHOFF, JR. REVOCABLE LIVING TRUST | F | Control |
| KERCKHOFF, J., CHRISTOPHER | I | J. CHRISTOPHER KERCKHOFF, JR. REVOCABLE LIVING TRUST | F | Control |
| KERCKHOFF, J., CHRISTOPHER | I | J. CHRISTOPHER KERCKHOFF, JR. REVOCABLE LIVING TRUST | F | Control |
| KERCKHOFF, J., CHRISTOPHER | I | J. CHRISTOPHER KERCKHOFF, JR. REVOCABLE LIVING TRUST | F | Control |
| KERCKHOFF, J., CHRISTOPHER | I | J. CHRISTOPHER KERCKHOFF, JR. REVOCABLE LIVING TRUST | F | Control |
| KERCKHOFF, J., CHRISTOPHER | I | J. CHRISTOPHER KERCKHOFF, JR. REVOCABLE LIVING TRUST | F | Control |
| KERCKHOFF, J., CHRISTOPHER | I | J. CHRISTOPHER KERCKHOFF, JR. REVOCABLE LIVING TRUST | F | Control |
| KERCKHOFF, J., CHRISTOPHER | I | J. CHRISTOPHER KERCKHOFF, JR. REVOCABLE LIVING TRUST | F | Control |
| KERCKHOFF, J., CHRISTOPHER | I | J. CHRISTOPHER KERCKHOFF, JR. REVOCABLE LIVING TRUST | F | Control |
| KERCKHOFF, J., CHRISTOPHER | I | J. CHRISTOPHER KERCKHOFF, JR. REVOCABLE LIVING TRUST | F | Control |
| KERCKHOFF, J., CHRISTOPHER | I | J. CHRISTOPHER KERCKHOFF, JR. REVOCABLE LIVING TRUST | F | Control |
| KING, ANNA | I | THE BRIAN M. KING REVOCABLE TRUST | F | |
| KING, ANNA | I | THE BRIAN M. KING REVOCABLE TRUST | F | |
| KING, ANNA, ELIZABETH | I | THE BRIAN M. KING REVOCABLE TRUST | F | |
| KING, ANNA, ELIZABETH | I | THE BRIAN M. KING REVOCABLE TRUST | F | |
| KING, ANNA, ELIZABETH | I | THE BRIAN M. KING REVOCABLE TRUST | F | |
| KING, ANNA, ELIZABETH | I | THE BRIAN M. KING REVOCABLE TRUST | F | |
| KING, ANNA, ELIZABETH | I | THE BRIAN M. KING REVOCABLE TRUST | F | |
| KING, ANNA, ELIZABETH | I | THE BRIAN M. KING REVOCABLE TRUST | F | |
| KING, ANNA, ELIZABETH | I | THE BRIAN M. KING REVOCABLE TRUST | F | |
| KING, ANNA, ELIZABETH | I | THE BRIAN M. KING REVOCABLE TRUST | F | |
| KING, ANNA, ELIZABETH | I | THE BRIAN M. KING REVOCABLE TRUST | F | |
| KING, ANNA, ELIZABETH | I | THE BRIAN M. KING REVOCABLE TRUST | F | |
| KING, ANNA, ELIZABETH | I | THE BRIAN M. KING REVOCABLE TRUST | F | |
| KING, ANNA, ELIZABETH | I | THE BRIAN M. KING REVOCABLE TRUST | F | |
| KING, ANNA, ELIZABETH | I | THE BRIAN M. KING REVOCABLE TRUST | F | |
| KING, ANNA, ELIZABETH | I | THE BRIAN M. KING REVOCABLE TRUST | F | |
| KING, ANNA, ELIZABETH | I | THE BRIAN M. KING REVOCABLE TRUST | F | |
| KING, ANNA, ELIZABETH | I | THE BRIAN M. KING REVOCABLE TRUST | F | |
| KING, ANNA, ELIZABETH | I | THE BRIAN M. KING REVOCABLE TRUST | F | |
| KING, ANNA, ELIZABETH | I | THE BRIAN M. KING REVOCABLE TRUST | F | |
| KING, ANNA, ELIZABETH | I | THE BRIAN M. KING REVOCABLE TRUST | F | |
| KING, BRIAN, MATTHEW | I | THE BRIAN M. KING REVOCABLE TRUST | F | |
| KING, BRIAN, MATTHEW | I | THE BRIAN M. KING REVOCABLE TRUST | F | |
| KING, BRIAN, MATTHEW | I | THE BRIAN M. KING REVOCABLE TRUST | F | |
| KING, BRIAN, MATTHEW | I | THE BRIAN M. KING REVOCABLE TRUST | F | |
| KING, BRIAN, MATTHEW | I | THE BRIAN M. KING REVOCABLE TRUST | F | |
| KING, BRIAN, MATTHEW | I | THE BRIAN M. KING REVOCABLE TRUST | F | |
| KING, BRIAN, MATTHEW | I | THE BRIAN M. KING REVOCABLE TRUST | F | |
| KING, BRIAN, MATTHEW | I | THE BRIAN M. KING REVOCABLE TRUST | F | |
| KING, BRIAN, MATTHEW | I | THE BRIAN M. KING REVOCABLE TRUST | F | |
| KING, BRIAN, MATTHEW | I | THE BRIAN M. KING REVOCABLE TRUST | F | |
| KING, BRIAN, MATTHEW | I | THE BRIAN M. KING REVOCABLE TRUST | F | |
| KING, BRIAN, MATTHEW | I | THE BRIAN M. KING REVOCABLE TRUST | F | |
| KING, BRIAN, MATTHEW | I | THE BRIAN M. KING REVOCABLE TRUST | F | |
| KING, BRIAN, MATTHEW | I | THE BRIAN M. KING REVOCABLE TRUST | F | |
| KING, BRIAN, MATTHEW | I | THE BRIAN M. KING REVOCABLE TRUST | F | |
| KING, BRIAN, MATTHEW | I | THE BRIAN M. KING REVOCABLE TRUST | F | |
| KING, BRIAN, MATTHEW | I | THE BRIAN M. KING REVOCABLE TRUST | F | |
| KING, BRIAN, MATTHEW | I | THE BRIAN M. KING REVOCABLE TRUST | F | |
| KING, BRIAN, MATTHEW | I | THE BRIAN M. KING REVOCABLE TRUST | F | |
| KING, BRIAN, MATTHEW | I | THE BRIAN M. KING REVOCABLE TRUST | F | |
| KING, BRIAN, MATTHEW | I | THE BRIAN M. KING REVOCABLE TRUST | F | |
| Kerckhoff, Jessica, Ann | I | J. CHRISTOPHER KERCKHOFF, JR. REVOCABLE LIVING TRUST | F | Control |
| Kerckhoff, Jessica, Ann | I | J. CHRISTOPHER KERCKHOFF, JR. REVOCABLE LIVING TRUST | F | Control |
| Kerckhoff, Jessica, Ann | I | J. CHRISTOPHER KERCKHOFF, JR. REVOCABLE LIVING TRUST | F | Control |
| Kerckhoff, Jessica, Ann | I | J. CHRISTOPHER KERCKHOFF, JR. REVOCABLE LIVING TRUST | F | Control |
| Kerckhoff, Jessica, Ann | I | J. CHRISTOPHER KERCKHOFF, JR. REVOCABLE LIVING TRUST | F | Control |
| Kerckhoff, Jessica, Ann | I | J. CHRISTOPHER KERCKHOFF, JR. REVOCABLE LIVING TRUST | F | Control |
| Kerckhoff, Jessica, Ann | I | J. CHRISTOPHER KERCKHOFF, JR. REVOCABLE LIVING TRUST | F | Control |
| Kerckhoff, Jessica, Ann | I | J. CHRISTOPHER KERCKHOFF, JR. REVOCABLE LIVING TRUST | F | Control |
| Kerckhoff, Jessica, Ann | I | J. CHRISTOPHER KERCKHOFF, JR. REVOCABLE LIVING TRUST | F | Control |
| Kerckhoff, Jessica, Ann | I | J. CHRISTOPHER KERCKHOFF, JR. REVOCABLE LIVING TRUST | F | Control |
| Kerckhoff, Jessica, Ann | I | J. CHRISTOPHER KERCKHOFF, JR. REVOCABLE LIVING TRUST | F | Control |
| Kerckhoff, Jessica, Ann | I | J. CHRISTOPHER KERCKHOFF, JR. REVOCABLE LIVING TRUST | F | Control |
| Kerckhoff, Jessica, Ann | I | J. CHRISTOPHER KERCKHOFF, JR. REVOCABLE LIVING TRUST | F | Control |
| Kerckhoff, Jessica, Ann | I | J. CHRISTOPHER KERCKHOFF, JR. REVOCABLE LIVING TRUST | F | Control |
| Kerckhoff, Jessica, Ann | I | J. CHRISTOPHER KERCKHOFF, JR. REVOCABLE LIVING TRUST | F | Control |
| Kerckhoff, Jessica, Ann | I | J. CHRISTOPHER KERCKHOFF, JR. REVOCABLE LIVING TRUST | F | Control |
| Kerckhoff, Jessica, Ann | I | J. CHRISTOPHER KERCKHOFF, JR. REVOCABLE LIVING TRUST | F | Control |
| Kerckhoff, Jessica, Ann | I | J. CHRISTOPHER KERCKHOFF, JR. REVOCABLE LIVING TRUST | F | Control |
| WALLACE, ROBERT, MARTIN | I | GATEWAY ADVISORS INC. | F | Control |
| WALLACE, ROBERT, MARTIN | I | GATEWAY ADVISORS INC. | F | Control |
| WALLACE, ROBERT, MARTIN | I | GATEWAY ADVISORS INC. | F | Control |
| WALLACE, ROBERT, MARTIN | I | GATEWAY ADVISORS INC. | F | Control |
| WALLACE, ROBERT, MARTIN | I | GATEWAY ADVISORS INC. | F | Control |
| WALLACE, ROBERT, MARTIN | I | GATEWAY ADVISORS INC. | F | Control |
| WALLACE, ROBERT, MARTIN | I | GATEWAY ADVISORS INC. | F | Control |
| WALLACE, ROBERT, MARTIN | I | GATEWAY ADVISORS INC. | F | Control |
| WALLACE, ROBERT, MARTIN | I | GATEWAY ADVISORS INC. | F | Control |
| WALLACE, ROBERT, MARTIN | I | GATEWAY ADVISORS INC. | F | Control |
| WALLACE, ROBERT, MARTIN | I | GATEWAY ADVISORS INC. | F | Control |
| WALLACE, ROBERT, MARTIN | I | GATEWAY ADVISORS INC. | F | Control |
| WALLACE, ROBERT, MARTIN | I | GATEWAY ADVISORS INC. | F | Control |
| WALLACE, ROBERT, MARTIN | I | GATEWAY ADVISORS INC. | F | Control |
| Eccles, Spencer, Fox | I | GEORGE S. AND DOLORES DORE ECCLES FOUNDATION | E | Control |
| Eccles, Spencer, Fox | I | GEORGE S. AND DOLORES DORE ECCLES FOUNDATION | E | Control |
| Eccles, Spencer, Fox | I | GEORGE S. AND DOLORES DORE ECCLES FOUNDATION | E | Control |
| Eccles, Spencer, Fox | I | GEORGE S. AND DOLORES DORE ECCLES FOUNDATION | E | Control |
| Eccles, Spencer, Fox | I | GEORGE S. AND DOLORES DORE ECCLES FOUNDATION | E | Control |
| Eccles, Spencer, Fox | I | GEORGE S. AND DOLORES DORE ECCLES FOUNDATION | E | Control |
| Eccles, Spencer, Fox | I | GEORGE S. AND DOLORES DORE ECCLES FOUNDATION | E | Control |
| Eccles, Spencer, Fox | I | GEORGE S. AND DOLORES DORE ECCLES FOUNDATION | E | Control |
| Eccles, Spencer, Fox | I | GEORGE S. AND DOLORES DORE ECCLES FOUNDATION | E | Control |
| Eccles, Spencer, Fox | I | GEORGE S. AND DOLORES DORE ECCLES FOUNDATION | E | Control |
| Eccles, Spencer, Fox | I | GEORGE S. AND DOLORES DORE ECCLES FOUNDATION | E | Control |
| Eccles, Spencer, Fox | I | GEORGE S. AND DOLORES DORE ECCLES FOUNDATION | E | Control |
| Eccles, Spencer, Fox | I | GEORGE S. AND DOLORES DORE ECCLES FOUNDATION | E | Control |
| Eccles, Spencer, Fox | I | GEORGE S. AND DOLORES DORE ECCLES FOUNDATION | E | Control |
| Eccles, Spencer, Fox | I | GEORGE S. AND DOLORES DORE ECCLES FOUNDATION | E | Control |
| Eccles, Spencer, Fox | I | GEORGE S. AND DOLORES DORE ECCLES FOUNDATION | E | Control |
| Eccles, Spencer, Fox | I | GEORGE S. AND DOLORES DORE ECCLES FOUNDATION | E | Control |
| Eccles, Spencer, Fox | I | GEORGE S. AND DOLORES DORE ECCLES FOUNDATION | E | Control |
| FRAZIER, HARRY, CHAD | I | HCF, INC. | E | Control |
| FRAZIER, HARRY, CHAD | I | HCF, INC. | E | Control |
| FRAZIER, HARRY, CHAD | I | HCF, INC. | E | Control |
| FRAZIER, HARRY, CHAD | I | HCF, INC. | E | Control |
| FRAZIER, HARRY, CHAD | I | HCF, INC. | E | Control |
| FRAZIER, HARRY, CHAD | I | HCF, INC. | E | Control |
| FRAZIER, HARRY, CHAD | I | HCF, INC. | E | Control |
| GATEWAY ADVISORS INC. | DE | COCO PARTNERS, LLC | E | Control |
| GATEWAY ADVISORS INC. | DE | COCO PARTNERS, LLC | E | Control |
| GATEWAY ADVISORS INC. | DE | COCO PARTNERS, LLC | E | Control |
| GATEWAY ADVISORS INC. | DE | COCO PARTNERS, LLC | E | Control |
| GATEWAY ADVISORS INC. | DE | COCO PARTNERS, LLC | E | Control |
| GATEWAY ADVISORS INC. | DE | COCO PARTNERS, LLC | E | Control |
| GATEWAY ADVISORS INC. | DE | COCO PARTNERS, LLC | E | Control |
| GATEWAY ADVISORS INC. | DE | COCO PARTNERS, LLC | E | Control |
| GATEWAY ADVISORS INC. | DE | COCO PARTNERS, LLC | E | Control |
| GATEWAY ADVISORS INC. | DE | COCO PARTNERS, LLC | E | Control |
| GATEWAY ADVISORS INC. | DE | COCO PARTNERS, LLC | E | Control |
| GATEWAY ADVISORS INC. | DE | COCO PARTNERS, LLC | E | Control |
| GATEWAY ADVISORS INC. | DE | COCO PARTNERS, LLC | E | Control |
| GATEWAY ADVISORS INC. | DE | COCO PARTNERS, LLC | E | Control |
| GREAT PURPOSES LLC | DE | AWAKEN PARTNERS LLC | E | Control |
| GREAT PURPOSES LLC | DE | AWAKEN PARTNERS LLC | E | Control |
| GREAT PURPOSES LLC | DE | AWAKEN PARTNERS LLC | E | Control |
| GREAT PURPOSES LLC | DE | AWAKEN PARTNERS LLC | E | Control |
| GREAT PURPOSES LLC | DE | AWAKEN PARTNERS LLC | E | Control |
| GREAT PURPOSES LLC | DE | AWAKEN PARTNERS LLC | E | Control |
| GREAT PURPOSES LLC | DE | AWAKEN PARTNERS LLC | E | Control |
| GREAT PURPOSES LLC | DE | AWAKEN PARTNERS LLC | E | Control |
| GREAT PURPOSES LLC | DE | AWAKEN PARTNERS LLC | E | Control |
| GREAT PURPOSES LLC | DE | AWAKEN PARTNERS LLC | E | Control |
| GREAT PURPOSES LLC | DE | AWAKEN PARTNERS LLC | E | Control |
| GREAT PURPOSES LLC | DE | AWAKEN PARTNERS LLC | E | Control |
| GREAT PURPOSES LLC | DE | AWAKEN PARTNERS LLC | E | Control |
| GREAT PURPOSES LLC | DE | AWAKEN PARTNERS LLC | E | Control |
| J. CHRISTOPHER KERCKHOFF, JR. REVOCABLE LIVING TRUST | DE | JCK II, INC. | E | Control |
| J. CHRISTOPHER KERCKHOFF, JR. REVOCABLE LIVING TRUST | DE | JCK II, INC. | E | Control |
| J. CHRISTOPHER KERCKHOFF, JR. REVOCABLE LIVING TRUST | DE | JCK II, INC. | E | Control |
| J. CHRISTOPHER KERCKHOFF, JR. REVOCABLE LIVING TRUST | DE | JCK II, INC. | E | Control |
| J. CHRISTOPHER KERCKHOFF, JR. REVOCABLE LIVING TRUST | DE | JCK II, INC. | E | Control |
| J. CHRISTOPHER KERCKHOFF, JR. REVOCABLE LIVING TRUST | DE | JCK II, INC. | E | Control |
| J. CHRISTOPHER KERCKHOFF, JR. REVOCABLE LIVING TRUST | DE | JCK II, INC. | E | Control |
| J. CHRISTOPHER KERCKHOFF, JR. REVOCABLE LIVING TRUST | DE | JCK II, INC. | E | Control |
| J. CHRISTOPHER KERCKHOFF, JR. REVOCABLE LIVING TRUST | DE | JCK II, INC. | E | Control |
| J. CHRISTOPHER KERCKHOFF, JR. REVOCABLE LIVING TRUST | DE | JCK II, INC. | E | Control |
| J. CHRISTOPHER KERCKHOFF, JR. REVOCABLE LIVING TRUST | DE | JCK II, INC. | E | Control |
| J. CHRISTOPHER KERCKHOFF, JR. REVOCABLE LIVING TRUST | DE | JCK II, INC. | E | Control |
| J. CHRISTOPHER KERCKHOFF, JR. REVOCABLE LIVING TRUST | DE | JCK II, INC. | E | Control |
| J. CHRISTOPHER KERCKHOFF, JR. REVOCABLE LIVING TRUST | DE | JCK II, INC. | E | Control |
| J. CHRISTOPHER KERCKHOFF, JR. REVOCABLE LIVING TRUST | DE | JCK II, INC. | E | Control |
| J. CHRISTOPHER KERCKHOFF, JR. REVOCABLE LIVING TRUST | DE | JCK II, INC. | E | Control |
| J. CHRISTOPHER KERCKHOFF, JR. REVOCABLE LIVING TRUST | DE | JCK II, INC. | E | Control |
| J. CHRISTOPHER KERCKHOFF, JR. REVOCABLE LIVING TRUST | DE | JCK II, INC. | E | Control |
| KERCKHOFF, J., CHRISTOPHER | I | JCK II, INC. | E | Control |
| KERCKHOFF, J., CHRISTOPHER | I | JCK II, INC. | E | Control |
| KERCKHOFF, J., CHRISTOPHER | I | JCK II, INC. | E | Control |
| KERCKHOFF, J., CHRISTOPHER | I | JCK II, INC. | E | Control |
| KERCKHOFF, J., CHRISTOPHER | I | JCK II, INC. | E | Control |
| KERCKHOFF, J., CHRISTOPHER | I | JCK II, INC. | E | Control |
| KERCKHOFF, J., CHRISTOPHER | I | JCK II, INC. | E | Control |
| KERCKHOFF, J., CHRISTOPHER | I | JCK II, INC. | E | Control |
| KERCKHOFF, J., CHRISTOPHER | I | JCK II, INC. | E | Control |
| KERCKHOFF, J., CHRISTOPHER | I | JCK II, INC. | E | Control |
| KERCKHOFF, J., CHRISTOPHER | I | JCK II, INC. | E | Control |
| KERCKHOFF, J., CHRISTOPHER | I | JCK II, INC. | E | Control |
| KERCKHOFF, J., CHRISTOPHER | I | JCK II, INC. | E | Control |
| KERCKHOFF, J., CHRISTOPHER | I | JCK II, INC. | E | Control |
| KERCKHOFF, J., CHRISTOPHER | I | JCK II, INC. | E | Control |
| KERCKHOFF, J., CHRISTOPHER | I | JCK II, INC. | E | Control |
| KERCKHOFF, J., CHRISTOPHER | I | JCK II, INC. | E | Control |
| KERCKHOFF, J., CHRISTOPHER | I | JCK II, INC. | E | Control |
| KERCKHOFF, J., CHRISTOPHER | I | JCK II, INC. | E | Control |
| KERCKHOFF, J., CHRISTOPHER | I | JCK II, INC. | E | Control |
| KERCKHOFF, J., CHRISTOPHER | I | JCK II, INC. | E | Control |
| KERCKHOFF, J., CHRISTOPHER | I | JCK II, INC. | E | Control |
| KERCKHOFF, J., CHRISTOPHER | I | JCK II, INC. | E | Control |
| KERCKHOFF, J., CHRISTOPHER | I | JCK II, INC. | E | Control |
| KERCKHOFF, J., CHRISTOPHER | I | JCK II, INC. | E | Control |
| KERCKHOFF, J., CHRISTOPHER | I | JCK II, INC. | E | Control |
| KERCKHOFF, J., CHRISTOPHER | I | JCK II, INC. | E | Control |
| KING, BRIAN, MATTHEW | I | BMK HOLDINGS, INC. | E | |
| KING, BRIAN, MATTHEW | I | BMK HOLDINGS, INC. | E | |
| KING, BRIAN, MATTHEW | I | BMK HOLDINGS, INC. | E | |
| KING, BRIAN, MATTHEW | I | BMK HOLDINGS, INC. | E | |
| KING, BRIAN, MATTHEW | I | BMK HOLDINGS, INC. | E | |
| KING, BRIAN, MATTHEW | I | BMK HOLDINGS, INC. | E | |
| KING, BRIAN, MATTHEW | I | BMK HOLDINGS, INC. | E | |
| MALLOUK, PETER, ALEX | I | CREATIVE PLANNING, INC. | E | Control |
| MALLOUK, PETER, ALEX | I | CREATIVE PLANNING, INC. | E | Control |
| MALLOUK, PETER, ALEX | I | CREATIVE PLANNING, INC. | E | Control |
| MALLOUK, PETER, ALEX | I | CREATIVE PLANNING, INC. | E | Control |
| MALLOUK, PETER, ALEX | I | CREATIVE PLANNING, INC. | E | Control |
| MALLOUK, PETER, ALEX | I | CREATIVE PLANNING, INC. | E | Control |
| MALLOUK, PETER, ALEX | I | CREATIVE PLANNING, INC. | E | Control |
| MALLOUK, PETER, ALEX | I | CREATIVE PLANNING, INC. | E | Control |
| MALLOUK, PETER, ALEX | I | CREATIVE PLANNING, INC. | E | Control |
| MALLOUK, PETER, ALEX | I | CREATIVE PLANNING, INC. | E | Control |
| MALLOUK, PETER, ALEX | I | CREATIVE PLANNING, INC. | E | Control |
| MALLOUK, PETER, ALEX | I | CREATIVE PLANNING, INC. | E | Control |
| THE BRIAN M. KING REVOCABLE TRUST | DE | BMK HOLDING, INC | E | |
| THE BRIAN M. KING REVOCABLE TRUST | DE | BMK HOLDING, INC | E | |
| THE BRIAN M. KING REVOCABLE TRUST | DE | BMK HOLDING, INC | E | |
| THE BRIAN M. KING REVOCABLE TRUST | DE | BMK HOLDING, INC | E | |
| THE BRIAN M. KING REVOCABLE TRUST | DE | BMK HOLDING, INC | E | |
| THE BRIAN M. KING REVOCABLE TRUST | DE | BMK HOLDING, INC | E | |
| THE BRIAN M. KING REVOCABLE TRUST | DE | BMK HOLDING, INC | E | |
| THE BRIAN M. KING REVOCABLE TRUST | DE | BMK HOLDING, INC | E | |
| THE BRIAN M. KING REVOCABLE TRUST | DE | BMK HOLDING, INC | E | |
| THE BRIAN M. KING REVOCABLE TRUST | DE | BMK HOLDING, INC | E | |
| THE BRIAN M. KING REVOCABLE TRUST | DE | BMK HOLDING, INC | E | |
| THE BRIAN M. KING REVOCABLE TRUST | DE | BMK HOLDING, INC | E | |
| THE BRIAN M. KING REVOCABLE TRUST | DE | BMK HOLDING, INC | E | |
| THE BRIAN M. KING REVOCABLE TRUST | DE | BMK HOLDING, INC | E | |
| THE BRIAN M. KING REVOCABLE TRUST | DE | BMK HOLDING, INC | E | |
| THE BRIAN M. KING REVOCABLE TRUST | DE | BMK HOLDING, INC | E | |
| THE BRIAN M. KING REVOCABLE TRUST | DE | BMK HOLDING, INC | E | |
| THE BRIAN M. KING REVOCABLE TRUST | DE | BMK HOLDING, INC | E | |
| THE BRIAN M. KING REVOCABLE TRUST | DE | BMK HOLDING, INC | E | |
| THE BRIAN M. KING REVOCABLE TRUST | DE | BMK HOLDING, INC | E | |
| THE BRIAN M. KING REVOCABLE TRUST | DE | BMK HOLDING, INC | E | |
| THE HARRY CHAD FRAZIER REVOCABLE TRUST DTD 12/2/2011 | DE | HCF, INC. | E | |
| THE HARRY CHAD FRAZIER REVOCABLE TRUST DTD 12/2/2011 | DE | HCF, INC. | E | |
| THE HARRY CHAD FRAZIER REVOCABLE TRUST DTD 12/2/2011 | DE | HCF, INC. | E | |
| THE HARRY CHAD FRAZIER REVOCABLE TRUST DTD 12/2/2011 | DE | HCF, INC. | E | |
| THE HARRY CHAD FRAZIER REVOCABLE TRUST DTD 12/2/2011 | DE | HCF, INC. | E | |
| THE HARRY CHAD FRAZIER REVOCABLE TRUST DTD 12/2/2011 | DE | HCF, INC. | E | |
| THE HARRY CHAD FRAZIER REVOCABLE TRUST DTD 12/2/2011 | DE | HCF, INC. | E | |
| THE HARRY CHAD FRAZIER REVOCABLE TRUST DTD 12/2/2011 | DE | HCF, INC. | E | |
| THE HARRY CHAD FRAZIER REVOCABLE TRUST DTD 12/2/2011 | DE | HCF, INC. | E | |
| THE HARRY CHAD FRAZIER REVOCABLE TRUST DTD 12/2/2011 | DE | HCF, INC. | E | |
| THE HARRY CHAD FRAZIER REVOCABLE TRUST DTD 12/2/2011 | DE | HCF, INC. | E | |
| THE HARRY CHAD FRAZIER REVOCABLE TRUST DTD 12/2/2011 | DE | HCF, INC. | E | |
| THE HARRY CHAD FRAZIER REVOCABLE TRUST DTD 12/2/2011 | DE | HCF, INC. | E | |
| THE HARRY CHAD FRAZIER REVOCABLE TRUST DTD 12/2/2011 | DE | HCF, INC. | E | |
| THE HARRY CHAD FRAZIER REVOCABLE TRUST DTD 12/2/2011 | DE | HCF, INC. | E | |
| THE HARRY CHAD FRAZIER REVOCABLE TRUST DTD 12/2/2011 | DE | HCF, INC. | E | |
| THE HARRY CHAD FRAZIER REVOCABLE TRUST DTD 12/2/2011 | DE | HCF, INC. | E | |
| THE HARRY CHAD FRAZIER REVOCABLE TRUST DTD 12/2/2011 | DE | HCF, INC. | E | |
| THE HARRY CHAD FRAZIER REVOCABLE TRUST DTD 12/2/2011 | DE | HCF, INC. | E | |
| THE HARRY CHAD FRAZIER REVOCABLE TRUST DTD 12/2/2011 | DE | HCF, INC. | E | |
| THE HARRY CHAD FRAZIER REVOCABLE TRUST DTD 12/2/2011 | DE | HCF, INC. | E | |
| TRIA CAPITAL PARTNERS ASSETCO, LLC | DE | TRIA ASSET HOLDINGS E, LLC | E | Control |
| TRIA CAPITAL PARTNERS ASSETCO, LLC | DE | TRIA ASSET HOLDINGS E, LLC | E | Control |
| TRIA CAPITAL PARTNERS ASSETCO, LLC | DE | TRIA ASSET HOLDINGS E, LLC | E | Control |
| TRIA CAPITAL PARTNERS HOLDINGS, LLC | DE | TRIA CAPITAL PARTNERS, LLC | E | Control |
| TRIA CAPITAL PARTNERS HOLDINGS, LLC | DE | TRIA CAPITAL PARTNERS, LLC | E | Control |
| TRIA CAPITAL PARTNERS HOLDINGS, LLC | DE | TRIA CAPITAL PARTNERS, LLC | E | Control |
| TRIA CAPITAL PARTNERS, LLC | DE | TRIA CAPITAL PARTNERS ASSETCO, LLC | E | Control |
| TRIA CAPITAL PARTNERS, LLC | DE | TRIA CAPITAL PARTNERS ASSETCO, LLC | E | Control |
| TRIA CAPITAL PARTNERS, LLC | DE | TRIA CAPITAL PARTNERS ASSETCO, LLC | E | Control |
| WIEDERMANN, BRIAN, LOUIS | I | BLW INVESTMENT COMPANY | E | |
| WIEDERMANN, BRIAN, LOUIS | I | BLW INVESTMENT COMPANY | E | |
| WIEDERMANN, BRIAN, LOUIS | I | BLW INVESTMENT COMPANY | E | |
| WIEDERMANN, BRIAN, LOUIS | I | BLW INVESTMENT COMPANY | E | |
| WIEDERMANN, BRIAN, LOUIS | I | BLW INVESTMENT COMPANY | E | |
| WIEDERMANN, BRIAN, LOUIS | I | BLW INVESTMENT COMPANY | E | |
| WIEDERMANN, BRIAN, LOUIS | I | BLW INVESTMENT COMPANY | E | |
| WIEDERMANN, BRIAN, LOUIS | I | BLW INVESTMENT COMPANY | E | |
| WIEDERMANN, BRIAN, LOUIS | I | BLW INVESTMENT COMPANY | E | |
| WIEDERMANN, BRIAN, LOUIS | I | BLW INVESTMENT COMPANY | E | |
| WIEDERMANN, BRIAN, LOUIS | I | BLW INVESTMENT COMPANY | E | |
| WIEDERMANN, BRIAN, LOUIS | I | BLW INVESTMENT COMPANY | E | |
| WIEDERMANN, BRIAN, LOUIS | I | BLW INVESTMENT COMPANY | E | |
| WIEDERMANN, BRIAN, LOUIS | I | BLW INVESTMENT COMPANY | E | |
| WIEDERMANN, BRIAN, LOUIS | I | BLW INVESTMENT COMPANY | E | |
| WIEDERMANN, BRIAN, LOUIS | I | BLW INVESTMENT COMPANY | E | |
| WIEDERMANN, BRIAN, LOUIS | I | BLW INVESTMENT COMPANY | E | |
| WIEDERMANN, BRIAN, LOUIS | I | BLW INVESTMENT COMPANY | E | |
| WIEDERMANN, BRIAN, LOUIS | I | BLW INVESTMENT COMPANY | E | |
| WIEDERMANN, BRIAN, LOUIS | I | BLW INVESTMENT COMPANY | E | |
| WIEDERMANN, BRIAN, LOUIS | I | BLW INVESTMENT COMPANY | E | |
| WIEDERMANN, BRIAN, LOUIS | I | BLW INVESTMENT COMPANY | E | |
| WIEDERMANN, BRIAN, LOUIS | I | BLW INVESTMENT COMPANY | E | |
| WIEDERMANN, BRIAN, LOUIS | I | BLW INVESTMENT COMPANY | E | |
| WIEDERMANN, BRIAN, LOUIS | I | BLW INVESTMENT COMPANY | E | |
| WIEDERMANN, BRIAN, LOUIS | I | BLW INVESTMENT COMPANY | E | |
| WIEDERMANN, BRIAN, LOUIS | I | BLW INVESTMENT COMPANY | E | |
| WIEDERMANN, BRIAN, LOUIS | I | BLW INVESTMENT COMPANY | E | |
| BUCKNER, JEFFREY, TRAVIS | I | PLANCORP HOLDINGS, INC. | D | Control |
| BUCKNER, JEFFREY, TRAVIS | I | PLANCORP HOLDINGS, INC. | D | Control |
| BUCKNER, JEFFREY, TRAVIS | I | PLANCORP HOLDINGS, INC. | D | Control |
| BUCKNER, JEFFREY, TRAVIS | I | PLANCORP HOLDINGS, INC. | D | Control |
| BUCKNER, JEFFREY, TRAVIS | I | PLANCORP HOLDINGS, INC. | D | Control |
| BUCKNER, JEFFREY, TRAVIS | I | PLANCORP HOLDINGS, INC. | D | Control |
| BUCKNER, JEFFREY, TRAVIS | I | PLANCORP HOLDINGS, INC. | D | Control |
| BUCKNER, JEFFREY, TRAVIS | I | PLANCORP HOLDINGS, INC. | D | Control |
| BUCKNER, JEFFREY, TRAVIS | I | PLANCORP HOLDINGS, INC. | D | Control |
| BUCKNER, JEFFREY, TRAVIS | I | PLANCORP HOLDINGS, INC. | D | Control |
| BUCKNER, JEFFREY, TRAVIS | I | PLANCORP HOLDINGS, INC. | D | Control |
| BUCKNER, JEFFREY, TRAVIS | I | PLANCORP HOLDINGS, INC. | D | Control |
| BUCKNER, JEFFREY, TRAVIS | I | PLANCORP HOLDINGS, INC. | D | Control |
| BUCKNER, JEFFREY, TRAVIS | I | PLANCORP HOLDINGS, INC. | D | Control |
| BUCKNER, JEFFREY, TRAVIS | I | PLANCORP HOLDINGS, INC. | D | Control |
| BUCKNER, JEFFREY, TRAVIS | I | PLANCORP HOLDINGS, INC. | D | Control |
| BUCKNER, JEFFREY, TRAVIS | I | PLANCORP HOLDINGS, INC. | D | Control |
| BUCKNER, JEFFREY, TRAVIS | I | PLANCORP HOLDINGS, INC. | D | Control |
| BUCKNER, JEFFREY, TRAVIS | I | PLANCORP HOLDINGS, INC. | D | Control |
| BUCKNER, JEFFREY, TRAVIS | I | PLANCORP HOLDINGS, INC. | D | Control |
| BUCKNER, JEFFREY, TRAVIS | I | PLANCORP HOLDINGS, INC. | D | Control |
| BUCKNER, JEFFREY, TRAVIS | I | PLANCORP HOLDINGS, INC. | D | Control |
| BUCKNER, JEFFREY, TRAVIS | I | PLANCORP HOLDINGS, INC. | D | Control |
| BUCKNER, JEFFREY, TRAVIS | I | PLANCORP HOLDINGS, INC. | D | Control |
| BUCKNER, JEFFREY, TRAVIS | I | PLANCORP HOLDINGS, INC. | D | Control |
| BUCKNER, JEFFREY, TRAVIS | I | PLANCORP HOLDINGS, INC. | D | Control |
| BUCKNER, JEFFREY, TRAVIS | I | PLANCORP HOLDINGS, INC. | D | Control |
| BUCKNER, JEFFREY, TRAVIS | I | PLANCORP HOLDINGS, INC. | D | Control |
| BUCKNER, JEFFREY, TRAVIS | I | PLANCORP HOLDINGS, INC. | D | Control |
| BUCKNER, JEFFREY, TRAVIS | I | PLANCORP HOLDINGS, INC. | D | Control |
| BUCKNER, JEFFREY, TRAVIS | I | PLANCORP HOLDINGS, INC. | D | Control |
| BUCKNER, JEFFREY, TRAVIS | I | PLANCORP HOLDINGS, INC. | D | Control |
| BUCKNER, JEFFREY, TRAVIS | I | PLANCORP HOLDINGS, INC. | D | Control |
| BUCKNER, JEFFREY, TRAVIS | I | PLANCORP HOLDINGS, INC. | D | Control |
| BUCKNER, JEFFREY, TRAVIS | I | PLANCORP HOLDINGS, INC. | D | Control |
| AWAKEN PARTNERS, LLC | DE | PRUMENTUM GROUP INC. | C | Control |
| AWAKEN PARTNERS, LLC | DE | PRUMENTUM GROUP INC. | C | Control |
| AWAKEN PARTNERS, LLC | DE | PRUMENTUM GROUP INC. | C | Control |
| AWAKEN PARTNERS, LLC | DE | PRUMENTUM GROUP INC. | C | Control |
| AWAKEN PARTNERS, LLC | DE | PRUMENTUM GROUP INC. | C | Control |
| AWAKEN PARTNERS, LLC | DE | PRUMENTUM GROUP INC. | C | Control |
| AWAKEN PARTNERS, LLC | DE | PRUMENTUM GROUP INC. | C | Control |
| AWAKEN PARTNERS, LLC | DE | PRUMENTUM GROUP INC. | C | Control |
| AWAKEN PARTNERS, LLC | DE | PRUMENTUM GROUP INC. | C | Control |
| AWAKEN PARTNERS, LLC | DE | PRUMENTUM GROUP INC. | C | Control |
| AWAKEN PARTNERS, LLC | DE | PRUMENTUM GROUP INC. | C | Control |
| AWAKEN PARTNERS, LLC | DE | PRUMENTUM GROUP INC. | C | Control |
| AWAKEN PARTNERS, LLC | DE | PRUMENTUM GROUP INC. | C | Control |
| AWAKEN PARTNERS, LLC | DE | PRUMENTUM GROUP INC. | C | Control |
| COCO PARTNERS, LLC | DE | PRUMENTUM GROUP INC. | C | Control |
| COCO PARTNERS, LLC | DE | PRUMENTUM GROUP INC. | C | Control |
| COCO PARTNERS, LLC | DE | PRUMENTUM GROUP INC. | C | Control |
| COCO PARTNERS, LLC | DE | PRUMENTUM GROUP INC. | C | Control |
| COCO PARTNERS, LLC | DE | PRUMENTUM GROUP INC. | C | Control |
| COCO PARTNERS, LLC | DE | PRUMENTUM GROUP INC. | C | Control |
| COCO PARTNERS, LLC | DE | PRUMENTUM GROUP INC. | C | Control |
| COCO PARTNERS, LLC | DE | PRUMENTUM GROUP INC. | C | Control |
| COCO PARTNERS, LLC | DE | PRUMENTUM GROUP INC. | C | Control |
| COCO PARTNERS, LLC | DE | PRUMENTUM GROUP INC. | C | Control |
| COCO PARTNERS, LLC | DE | PRUMENTUM GROUP INC. | C | Control |
| COCO PARTNERS, LLC | DE | PRUMENTUM GROUP INC. | C | Control |
| COCO PARTNERS, LLC | DE | PRUMENTUM GROUP INC. | C | Control |
| COCO PARTNERS, LLC | DE | PRUMENTUM GROUP INC. | C | Control |
| CORTEZ, STEVEN, EDWARD | I | TRIA CAPITAL PARTNERS HOLDINGS, LLC | C | Control |
| CORTEZ, STEVEN, EDWARD | I | TRIA CAPITAL PARTNERS HOLDINGS, LLC | C | Control |
| CORTEZ, STEVEN, EDWARD | I | TRIA CAPITAL PARTNERS HOLDINGS, LLC | C | Control |
| FRANK, STEVEN, NORMAN | I | PLANCORP HOLDINGS, INC. | C | Control |
| FRANK, STEVEN, NORMAN | I | PLANCORP HOLDINGS, INC. | C | Control |
| FRANK, STEVEN, NORMAN | I | PLANCORP HOLDINGS, INC. | C | Control |
| FRANK, STEVEN, NORMAN | I | PLANCORP HOLDINGS, INC. | C | Control |
| FRANK, STEVEN, NORMAN | I | PLANCORP HOLDINGS, INC. | C | Control |
| FRANK, STEVEN, NORMAN | I | PLANCORP HOLDINGS, INC. | C | Control |
| FRANK, STEVEN, NORMAN | I | PLANCORP HOLDINGS, INC. | C | Control |
| FRANK, STEVEN, NORMAN | I | PLANCORP HOLDINGS, INC. | C | Control |
| FRANK, STEVEN, NORMAN | I | PLANCORP HOLDINGS, INC. | C | Control |
| FRANK, STEVEN, NORMAN | I | PLANCORP HOLDINGS, INC. | C | Control |
| FRANK, STEVEN, NORMAN | I | PLANCORP HOLDINGS, INC. | C | Control |
| FRANK, STEVEN, NORMAN | I | PLANCORP HOLDINGS, INC. | C | Control |
| FRANK, STEVEN, NORMAN | I | PLANCORP HOLDINGS, INC. | C | Control |
| FRANK, STEVEN, NORMAN | I | PLANCORP HOLDINGS, INC. | C | Control |
| FRANK, STEVEN, NORMAN | I | PLANCORP HOLDINGS, INC. | C | Control |
| FRANK, STEVEN, NORMAN | I | PLANCORP HOLDINGS, INC. | C | Control |
| FRANK, STEVEN, NORMAN | I | PLANCORP HOLDINGS, INC. | C | Control |
| FRANK, STEVEN, NORMAN | I | PLANCORP HOLDINGS, INC. | C | Control |
| FRANK, STEVEN, NORMAN | I | PLANCORP HOLDINGS, INC. | C | Control |
| FRANK, STEVEN, NORMAN | I | PLANCORP HOLDINGS, INC. | C | Control |
| FRANK, STEVEN, NORMAN | I | PLANCORP HOLDINGS, INC. | C | Control |
| FRANK, STEVEN, NORMAN | I | PLANCORP HOLDINGS, INC. | C | Control |
| FRANK, STEVEN, NORMAN | I | PLANCORP HOLDINGS, INC. | C | Control |
| FRANK, STEVEN, NORMAN | I | PLANCORP HOLDINGS, INC. | C | Control |
| FRANK, STEVEN, NORMAN | I | PLANCORP HOLDINGS, INC. | C | Control |
| FRANK, STEVEN, NORMAN | I | PLANCORP HOLDINGS, INC. | C | Control |
| FRANK, STEVEN, NORMAN | I | PLANCORP HOLDINGS, INC. | C | Control |
| FRANK, STEVEN, NORMAN | I | PLANCORP HOLDINGS, INC. | C | Control |
| FRANK, STEVEN, NORMAN | I | PLANCORP HOLDINGS, INC. | C | Control |
| FRANK, STEVEN, NORMAN | I | PLANCORP HOLDINGS, INC. | C | Control |
| FRANK, STEVEN, NORMAN | I | PLANCORP HOLDINGS, INC. | C | Control |
| FRANK, STEVEN, NORMAN | I | PLANCORP HOLDINGS, INC. | C | Control |
| FRANK, STEVEN, NORMAN | I | PLANCORP HOLDINGS, INC. | C | Control |
| FRANK, STEVEN, NORMAN | I | PLANCORP HOLDINGS, INC. | C | Control |
| FRANK, STEVEN, NORMAN | I | PLANCORP HOLDINGS, INC. | C | Control |
| GEORGE S. AND DOLORES DORE ECCLES FOUNDATION | DE | CYNOSURE WEALTH PARTNERS, LLC | C | Control |
| GEORGE S. AND DOLORES DORE ECCLES FOUNDATION | DE | CYNOSURE WEALTH PARTNERS, LLC | C | Control |
| GEORGE S. AND DOLORES DORE ECCLES FOUNDATION | DE | CYNOSURE WEALTH PARTNERS, LLC | C | Control |
| GEORGE S. AND DOLORES DORE ECCLES FOUNDATION | DE | CYNOSURE WEALTH PARTNERS, LLC | C | Control |
| GEORGE S. AND DOLORES DORE ECCLES FOUNDATION | DE | CYNOSURE WEALTH PARTNERS, LLC | C | Control |
| GEORGE S. AND DOLORES DORE ECCLES FOUNDATION | DE | CYNOSURE WEALTH PARTNERS, LLC | C | Control |
| GEORGE S. AND DOLORES DORE ECCLES FOUNDATION | DE | CYNOSURE WEALTH PARTNERS, LLC | C | Control |
| GEORGE S. AND DOLORES DORE ECCLES FOUNDATION | DE | CYNOSURE WEALTH PARTNERS, LLC | C | Control |
| GEORGE S. AND DOLORES DORE ECCLES FOUNDATION | DE | CYNOSURE WEALTH PARTNERS, LLC | C | Control |
| GEORGE S. AND DOLORES DORE ECCLES FOUNDATION | DE | CYNOSURE WEALTH PARTNERS, LLC | C | Control |
| GEORGE S. AND DOLORES DORE ECCLES FOUNDATION | DE | CYNOSURE WEALTH PARTNERS, LLC | C | Control |
| GEORGE S. AND DOLORES DORE ECCLES FOUNDATION | DE | CYNOSURE WEALTH PARTNERS, LLC | C | Control |
| GEORGE S. AND DOLORES DORE ECCLES FOUNDATION | DE | CYNOSURE WEALTH PARTNERS, LLC | C | Control |
| GEORGE S. AND DOLORES DORE ECCLES FOUNDATION | DE | CYNOSURE WEALTH PARTNERS, LLC | C | Control |
| GEORGE S. AND DOLORES DORE ECCLES FOUNDATION | DE | CYNOSURE WEALTH PARTNERS, LLC | C | Control |
| GEORGE S. AND DOLORES DORE ECCLES FOUNDATION | DE | CYNOSURE WEALTH PARTNERS, LLC | C | Control |
| GEORGE S. AND DOLORES DORE ECCLES FOUNDATION | DE | CYNOSURE WEALTH PARTNERS, LLC | C | Control |
| GEORGE S. AND DOLORES DORE ECCLES FOUNDATION | DE | CYNOSURE WEALTH PARTNERS, LLC | C | Control |
| KANNER, YVONNE, NADINNE | I | TRIA CAPITAL PARTNERS HOLDINGS, LLC | C | Control |
| KANNER, YVONNE, NADINNE | I | TRIA CAPITAL PARTNERS HOLDINGS, LLC | C | Control |
| KANNER, YVONNE, NADINNE | I | TRIA CAPITAL PARTNERS HOLDINGS, LLC | C | Control |
| LEGRAND, LAWRENCE, JOHN | I | PLANCORP HOLDINGS, INC. | C | Control |
| LEGRAND, LAWRENCE, JOHN | I | PLANCORP HOLDINGS, INC. | C | Control |
| LEGRAND, LAWRENCE, JOHN | I | PLANCORP HOLDINGS, INC. | C | Control |
| LEGRAND, LAWRENCE, JOHN | I | PLANCORP HOLDINGS, INC. | C | Control |
| LEGRAND, LAWRENCE, JOHN | I | PLANCORP HOLDINGS, INC. | C | Control |
| LEGRAND, LAWRENCE, JOHN | I | PLANCORP HOLDINGS, INC. | C | Control |
| LEGRAND, LAWRENCE, JOHN | I | PLANCORP HOLDINGS, INC. | C | Control |
| LEGRAND, LAWRENCE, JOHN | I | PLANCORP HOLDINGS, INC. | C | Control |
| LEGRAND, LAWRENCE, JOHN | I | PLANCORP HOLDINGS, INC. | C | Control |
| LEGRAND, LAWRENCE, JOHN | I | PLANCORP HOLDINGS, INC. | C | Control |
| LEGRAND, LAWRENCE, JOHN | I | PLANCORP HOLDINGS, INC. | C | Control |
| LEGRAND, LAWRENCE, JOHN | I | PLANCORP HOLDINGS, INC. | C | Control |
| LEGRAND, LAWRENCE, JOHN | I | PLANCORP HOLDINGS, INC. | C | Control |
| LEGRAND, LAWRENCE, JOHN | I | PLANCORP HOLDINGS, INC. | C | Control |
| LEGRAND, LAWRENCE, JOHN | I | PLANCORP HOLDINGS, INC. | C | Control |
| LEGRAND, LAWRENCE, JOHN | I | PLANCORP HOLDINGS, INC. | C | Control |
| LEGRAND, LAWRENCE, JOHN | I | PLANCORP HOLDINGS, INC. | C | Control |
| LEGRAND, LAWRENCE, JOHN | I | PLANCORP HOLDINGS, INC. | C | Control |
| LEGRAND, LAWRENCE, JOHN | I | PLANCORP HOLDINGS, INC. | C | Control |
| LEGRAND, LAWRENCE, JOHN | I | PLANCORP HOLDINGS, INC. | C | Control |
| LEGRAND, LAWRENCE, JOHN | I | PLANCORP HOLDINGS, INC. | C | Control |
| LEGRAND, LAWRENCE, JOHN | I | PLANCORP HOLDINGS, INC. | C | Control |
| LEGRAND, LAWRENCE, JOHN | I | PLANCORP HOLDINGS, INC. | C | Control |
| LEGRAND, LAWRENCE, JOHN | I | PLANCORP HOLDINGS, INC. | C | Control |
| LEGRAND, LAWRENCE, JOHN | I | PLANCORP HOLDINGS, INC. | C | Control |
| LEGRAND, LAWRENCE, JOHN | I | PLANCORP HOLDINGS, INC. | C | Control |
| LEGRAND, LAWRENCE, JOHN | I | PLANCORP HOLDINGS, INC. | C | Control |
| LEGRAND, LAWRENCE, JOHN | I | PLANCORP HOLDINGS, INC. | C | Control |
| LEGRAND, LAWRENCE, JOHN | I | PLANCORP HOLDINGS, INC. | C | Control |
| LEGRAND, LAWRENCE, JOHN | I | PLANCORP HOLDINGS, INC. | C | Control |
| LEGRAND, LAWRENCE, JOHN | I | PLANCORP HOLDINGS, INC. | C | Control |
| LEGRAND, LAWRENCE, JOHN | I | PLANCORP HOLDINGS, INC. | C | Control |
| LEGRAND, LAWRENCE, JOHN | I | PLANCORP HOLDINGS, INC. | C | Control |
| LEGRAND, LAWRENCE, JOHN | I | PLANCORP HOLDINGS, INC. | C | Control |
| LEGRAND, LAWRENCE, JOHN | I | PLANCORP HOLDINGS, INC. | C | Control |
| ROBINS, BENJAMIN, JOHN | I | TRIA CAPITAL PARTNERS HOLDINGS, LLC | C | Control |
| ROBINS, BENJAMIN, JOHN | I | TRIA CAPITAL PARTNERS HOLDINGS, LLC | C | Control |
| ROBINS, BENJAMIN, JOHN | I | TRIA CAPITAL PARTNERS HOLDINGS, LLC | C | Control |
Registrations
Federal
IA
Oct 15, 2025 REGISTERED
Notice Filings (33)
AZ CA CO CT DC FL GA IA IL IN KS KY LA MA MD ME MN MO MS NC NE NH NM NY OH OR PA SC TN TX VA WA WI
Address
540 MARYVILLE CENTRE DRIVESUITE 105
SAINT LOUIS, MO 63141-5829
United States
Phone: (636) 532-7824