SYM FINANCIAL CORPORATION
Legal name: SYM FINANCIAL ADVISORS
CRD #107517 SEC #801-23944 WINONA LAKE, IN 800-888-7968
SEC Registered
Total AUM
$4.9B
Discretionary
$4.2B
Employees
74
Clients
--
Accounts
5,993
Firm Details
- Organization Type
- Corporation
- State of Formation
- Indiana
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 8, 2025
- Branch Offices
- 4
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ACKMANN, THOMAS, ROBERT | I | VICE PRESIDENT | NA | |
| ACKMANN, THOMAS, ROBERT | I | VICE PRESIDENT | NA | Control |
| ACKMANN, THOMAS, ROBERT | I | VICE PRESIDENT | NA | Control |
| ACKMANN, THOMAS, ROBERT | I | VICE PRESIDENT | NA | Control |
| ACKMANN, THOMAS, ROBERT | I | VICE PRESIDENT | NA | Control |
| ACKMANN, THOMAS, ROBERT | I | VICE PRESIDENT | NA | Control |
| ACKMANN, THOMAS, ROBERT | I | VICE PRESIDENT | NA | Control |
| ACKMANN, THOMAS, ROBERT | I | VICE PRESIDENT | NA | Control |
| ACKMANN, THOMAS, ROBERT | I | VICE PRESIDENT | NA | Control |
| ACKMANN, THOMAS, ROBERT | I | VICE PRESIDENT | NA | Control |
| ACKMANN, THOMAS, ROBERT | I | VICE PRESIDENT | NA | Control |
| ACKMANN, THOMAS, ROBERT | I | VICE PRESIDENT | NA | Control |
| ACKMANN, THOMAS, ROBERT | I | SENIOR RETIREMENT PLAN ADVISOR | NA | |
| ACKMANN, THOMAS, ROBERT | I | SENIOR RETIREMENT PLAN ADVISOR | NA | |
| ACKMANN, THOMAS, ROBERT | I | SENIOR RETIREMENT PLAN ADVISOR | NA | |
| ACKMANN, THOMAS, ROBERT | I | SENIOR RETIREMENT PLAN ADVISOR | NA | |
| ACKMANN, THOMAS, ROBERT | I | SENIOR RETIREMENT PLAN ADVISOR | NA | |
| ACKMANN, THOMAS, ROBERT | I | SENIOR RETIREMENT PLAN ADVISOR | NA | |
| ACKMANN, THOMAS, ROBERT | I | SENIOR RETIREMENT PLAN ADVISOR | NA | |
| ACKMANN, THOMAS, ROBERT | I | SENIOR RETIREMENT PLAN ADVISOR | NA | |
| ACKMANN, THOMAS, ROBERT | I | SENIOR RETIREMENT PLAN ADVISOR | NA | |
| ACKMANN, THOMAS, ROBERT | I | SENIOR RETIREMENT PLAN ADVISOR | NA | |
| ACKMANN, THOMAS, ROBERT | I | SENIOR RETIREMENT PLAN ADVISOR | NA | |
| ACKMANN, THOMAS, ROBERT | I | SENIOR RETIREMENT PLAN ADVISOR | NA | |
| ALLEN, CRYSTAL, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | |
| ALLEN, CRYSTAL, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | |
| ALLEN, CRYSTAL, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | |
| ALLEN, CRYSTAL, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | |
| ALLEN, CRYSTAL, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | |
| ALLEN, CRYSTAL, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | |
| ALLEN, CRYSTAL, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | |
| BLACK, KRISTIN, MARIE | I | CHIEF FINANCIAL OFFICER | NA | |
| BLACK, KRISTIN, MARIE | I | CHIEF FINANCIAL OFFICER | NA | |
| BLACK, KRISTIN, MARIE | I | CHIEF FINANCIAL OFFICER | NA | |
| BLACK, KRISTIN, MARIE | I | CHIEF FINANCIAL OFFICER | NA | |
| BLACK, KRISTIN, MARIE | I | CHIEF FINANCIAL OFFICER | NA | |
| BLACK, KRISTIN, MARIE | I | CHIEF FINANCIAL OFFICER | NA | |
| BLACK, KRISTIN, MARIE | I | CHIEF FINANCIAL OFFICER | NA | |
| BLACK, KRISTIN, MARIE | I | CHIEF FINANCIAL OFFICER | NA | |
| BLACK, KRISTIN, MARIE | I | CHIEF FINANCIAL OFFICER | NA | |
| BLACK, KRISTIN, MARIE | I | CHIEF FINANCIAL OFFICER | NA | |
| BLACK, KRISTIN, MARIE | I | CHIEF FINANCIAL OFFICER | NA | |
| BLACK, KRISTIN, MARIE | I | CHIEF FINANCIAL OFFICER | NA | |
| BLACK, KRISTIN, MARIE | I | CHIEF FINANCIAL OFFICER | NA | |
| BLACK, KRISTIN, MARIE | I | CHIEF FINANCIAL OFFICER | NA | |
| BLACK, KRISTIN, MARIE | I | CHIEF FINANCIAL OFFICER | NA | |
| BLACK, KRISTIN, MARIE | I | CHIEF FINANCIAL OFFICER | NA | |
| BLACK, KRISTIN, MARIE | I | CHIEF FINANCIAL OFFICER | NA | |
| COLEMAN, RODNEY | I | MANAGING ADVISOR | NA | Control |
| COLEMAN, RODNEY, SCOTT | I | SENIOR VICE PRESIDENT | NA | Control |
| COLEMAN, RODNEY, SCOTT | I | SENIOR VICE PRESIDENT | NA | Control |
| CREEKMORE, CRYSTAL, L | I | VICE PRESIDENT | NA | Control |
| CREEKMORE, CRYSTAL, L | I | VICE PRESIDENT | NA | Control |
| CREEKMORE, CRYSTAL, L | I | VICE PRESIDENT | NA | Control |
| CREEKMORE, CRYSTAL, L | I | VICE PRESIDENT | NA | Control |
| CREEKMORE, CRYSTAL, L | I | VICE PRESIDENT | NA | Control |
| CREEKMORE, CRYSTAL, L | I | VICE PRESIDENT | NA | Control |
| CREEKMORE, CRYSTAL, L | I | VICE PRESIDENT | NA | Control |
| CREEKMORE, CRYSTAL, L | I | VICE PRESIDENT | NA | Control |
| CREEKMORE, CRYSTAL, L | I | VICE PRESIDENT | NA | Control |
| CREEKMORE, CRYSTAL, L | I | VICE PRESIDENT | NA | Control |
| CREEKMORE, CRYSTAL, L | I | VICE PRESIDENT | NA | Control |
| CREEKMORE, CRYSTAL, L | I | VICE PRESIDENT | NA | Control |
| CREEKMORE, CRYSTAL, LYNN | I | VICE PRESIDENT OF OPERATIONS, CHIEF COMPLIANCE OFFICER | NA | Control |
| CREEKMORE, CRYSTAL, LYNN | I | VICE PRESIDENT OF OPERATIONS, CHIEF COMPLIANCE OFFICER | NA | Control |
| CREEKMORE, CRYSTAL, LYNN | I | VICE PRESIDENT OF OPERATIONS, CHIEF COMPLIANCE OFFICER | NA | Control |
| CREEKMORE, CRYSTAL, LYNN | I | VICE PRESIDENT OF OPERATIONS, CHIEF COMPLIANCE OFFICER | NA | Control |
| CREEKMORE, CRYSTAL, LYNN | I | VICE PRESIDENT OF OPERATIONS, CHIEF COMPLIANCE OFFICER | NA | Control |
| CREEKMORE, CRYSTAL, LYNN | I | VICE PRESIDENT OF OPERATIONS, CHIEF COMPLIANCE OFFICER | NA | Control |
| CREEKMORE, CRYSTAL, LYNN | I | VICE PRESIDENT OF OPERATIONS, CHIEF COMPLIANCE OFFICER | NA | Control |
| CREEKMORE, CRYSTAL, LYNN | I | VICE PRESIDENT OF OPERATIONS, CHIEF COMPLIANCE OFFICER | NA | Control |
| CREEKMORE, CRYSTAL, LYNN | I | VICE PRESIDENT OF OPERATIONS, CHIEF COMPLIANCE OFFICER | NA | Control |
| CREEKMORE, CRYSTAL, LYNN | I | VICE PRESIDENT OF OPERATIONS, CHIEF COMPLIANCE OFFICER | NA | Control |
| CREEKMORE, CRYSTAL, LYNN | I | VICE PRESIDENT OF OPERATIONS, CHIEF COMPLIANCE OFFICER | NA | Control |
| CREEKMORE, CRYSTAL, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | |
| CREEKMORE, CRYSTAL, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | |
| CREEKMORE, CRYSTAL, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | |
| CREEKMORE, CRYSTAL, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | |
| CREEKMORE, CRYSTAL, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | |
| CREEKMORE, CRYSTAL, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | |
| CREEKMORE, CRYSTAL, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | |
| CREEKMORE, CRYSTAL, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | |
| CREEKMORE, CRYSTAL, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | |
| CREEKMORE, CRYSTAL, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | |
| DELAHANTY, SARAH, LEE | I | FINANCIAL ADVISOR | NA | |
| DELAHANTY, SARAH, LEE | I | SENIOR FINANCIAL ADVISOR | NA | |
| DELAHANTY, SARAH, LEE | I | SENIOR FINANCIAL ADVISOR | NA | |
| DELAHANTY, SARAH, LEE | I | SENIOR FINANCIAL ADVISOR | NA | |
| DELAHANTY, SARAH, LEE | I | SENIOR FINANCIAL ADVISOR | NA | |
| DELAHANTY, SARAH, LEE | I | SENIOR FINANCIAL ADVISOR | NA | |
| DELAHANTY, SARAH, LEE | I | SENIOR FINANCIAL ADVISOR | NA | |
| DELAHANTY, SARAH, LEE | I | SENIOR FINANCIAL ADVISOR | NA | |
| DELAHANTY, SARAH, LEE | I | SENIOR FINANCIAL ADVISOR | NA | |
| DELAHANTY, SARAH, LEE | I | SENIOR FINANCIAL ADVISOR | NA | |
| DELAHANTY, SARAH, LEE | I | SENIOR FINANCIAL ADVISOR | NA | |
| DELAHANTY, SARAH, LEE | I | SENIOR FINANCIAL ADVISOR | NA | |
| DELAHANTY, SARAH, LEE | I | SENIOR FINANCIAL ADVISOR | NA | |
| DONAHOE, NEIL, MURRAY | I | VP, INVESTMENT MANAGEMENT | NA | Control |
| DONAHOE, NEIL, MURRAY | I | VP, INVESTMENT MANAGEMENT | NA | Control |
| DONAHOE, NEIL, MURRAY | I | VP, INVESTMENT MANAGEMENT | NA | Control |
| DONAHOE, NEIL, MURRAY | I | VP, INVESTMENT MANAGEMENT | NA | Control |
| DONAHOE, NEIL, MURRAY | I | VP, INVESTMENT MANAGEMENT | NA | Control |
| DONAHOE, NEIL, MURRAY | I | SENIOR VICE PRESIDENT, CO- CHIEF INVESTMENT OFFICER | NA | Control |
| DONAHOE, NEIL, MURRAY | I | SENIOR VICE PRESIDENT, CO- CHIEF INVESTMENT OFFICER | NA | Control |
| DONAHOE, NEIL, MURRAY | I | SENIOR VICE PRESIDENT, CO- CHIEF INVESTMENT OFFICER | NA | Control |
| DONAHOE, NEIL, MURRAY | I | SENIOR VICE PRESIDENT, CO- CHIEF INVESTMENT OFFICER | NA | Control |
| DONAHOE, NEIL, MURRAY | I | SENIOR VICE PRESIDENT, CO- CHIEF INVESTMENT OFFICER | NA | Control |
| DULING, BRADLEY, SCOTT | I | FINANCIAL ADVISOR | NA | |
| DULING, BRADLEY, SCOTT | I | SENIOR FINANCIAL ADVISOR | NA | |
| DULING, BRADLEY, SCOTT | I | SENIOR FINANCIAL ADVISOR | NA | |
| DULING, BRADLEY, SCOTT | I | SENIOR FINANCIAL ADVISOR | NA | |
| DULING, BRADLEY, SCOTT | I | SENIOR FINANCIAL ADVISOR | NA | |
| DULING, BRADLEY, SCOTT | I | SENIOR FINANCIAL ADVISOR | NA | |
| DULING, BRADLEY, SCOTT | I | SENIOR FINANCIAL ADVISOR | NA | |
| DULING, BRADLEY, SCOTT | I | SENIOR FINANCIAL ADVISOR | NA | |
| DULING, BRADLEY, SCOTT | I | SENIOR FINANCIAL ADVISOR | NA | |
| DULING, BRADLEY, SCOTT | I | SENIOR FINANCIAL ADVISOR | NA | |
| DULING, BRADLEY, SCOTT | I | SENIOR FINANCIAL ADVISOR | NA | |
| DULING, BRADLEY, SCOTT | I | SENIOR FINANCIAL ADVISOR | NA | |
| DULING, BRADLEY, SCOTT | I | SENIOR FINANCIAL ADVISOR | NA | |
| Dornbier, Dennis, Paul | I | SENIOR FINANCIAL ANALYST | NA | |
| Dornbier, Dennis, Paul | I | SENIOR FINANCIAL ANALYST | NA | |
| Dornbier, Dennis, Paul | I | SENIOR FINANCIAL ANALYST | NA | |
| FRANCO, RICHARD, ANTHONY | I | CHIEF FINANCIAL OFFICER | NA | Control |
| FRANCO, RICHARD, ANTHONY | I | CHIEF FINANCIAL OFFICER | NA | Control |
| HARRISON, RICHARD, EDWARD | I | VICE PRESIDENT | NA | |
| HARRISON, RICHARD, EDWARD | I | VICE PRESIDENT | NA | Control |
| HARRISON, RICHARD, EDWARD | I | VICE PRESIDENT | NA | Control |
| HARRISON, RICHARD, EDWARD | I | SENIOR FINANCIAL ADVISOR | NA | |
| HARRISON, RICHARD, EDWARD | I | SENIOR FINANCIAL ADVISOR | NA | |
| HARRISON, RICHARD, EDWARD | I | SENIOR FINANCIAL ADVISOR | NA | |
| HARRISON, RICHARD, EDWARD | I | SENIOR FINANCIAL ADVISOR | NA | |
| HARRISON, RICHARD, EDWARD | I | SENIOR FINANCIAL ADVISOR | NA | |
| HARRISON, RICHARD, EDWARD | I | SENIOR FINANCIAL ADVISOR | NA | |
| HARRISON, RICHARD, EDWARD | I | SENIOR FINANCIAL ADVISOR | NA | |
| HARRISON, RICHARD, EDWARD | I | SENIOR FINANCIAL ADVISOR | NA | |
| HARRISON, RICHARD, EDWARD | I | SENIOR FINANCIAL ADVISOR | NA | |
| HARRISON, RICHARD, EDWARD | I | SENIOR FINANCIAL ADVISOR | NA | |
| HARRISON, RICHARD, EDWARD | I | SENIOR FINANCIAL ADVISOR | NA | |
| HARRISON, RICHARD, EDWARD | I | SENIOR FINANCIAL ADVISOR | NA | |
| HARSTINE, MICHAEL, ALLEN | I | VP, MARKETING | NA | Control |
| HARSTINE, MICHAEL, ALLEN | I | VP, MARKETING | NA | Control |
| HARSTINE, MICHAEL, ALLEN | I | VP, MARKETING | NA | Control |
| HARSTINE, MICHAEL, ALLEN | I | VP, MARKETING | NA | Control |
| HELFRICH, JOHN, FREDERICK | I | VICE PRESIDENT | NA | Control |
| HELFRICH, JOHN, FREDERICK | I | VICE PRESIDENT | NA | Control |
| HELFRICH, JOHN, FREDERICK | I | VICE PRESIDENT | NA | Control |
| HELFRICH, JOHN, FREDERICK | I | VICE PRESIDENT | NA | Control |
| HELFRICH, JOHN, FREDERICK | I | VICE PRESIDENT | NA | Control |
| HELFRICH, JOHN, FREDERICK | I | VICE PRESIDENT | NA | Control |
| HELFRICH, JOHN, FREDERICK | I | VICE PRESIDENT | NA | Control |
| HELFRICH, JOHN, FREDERICK | I | VICE PRESIDENT | NA | Control |
| HELFRICH, JOHN, FREDERICK | I | VICE PRESIDENT | NA | Control |
| HELFRICH, JOHN, FREDERICK | I | VICE PRESIDENT | NA | Control |
| HELFRICH, JOHN, FREDERICK | I | VICE PRESIDENT | NA | Control |
| HELFRICH, JOHN, FREDERICK | I | VICE PRESIDENT | NA | Control |
| HELFRICH, JOHN, FREDERICK | I | VICE PRESIDENT | NA | Control |
| HELFRICH, JOHN, FREDERICK | I | VICE PRESIDENT | NA | Control |
| HELFRICH, JOHN, FREDERICK | I | VICE PRESIDENT | NA | Control |
| HELFRICH, JOHN, FREDERICK | I | VICE PRESIDENT | NA | Control |
| HELFRICH, JOHN, FREDERICK | I | VICE PRESIDENT | NA | Control |
| HELFRICH, JOHN, FREDERICK | I | VICE PRESIDENT | NA | Control |
| HELFRICH, JOHN, FREDERICK | I | VICE PRESIDENT | NA | Control |
| HELFRICH, JOHN, FREDERICK | I | VICE PRESIDENT | NA | Control |
| HELFRICH, JOHN, FREDERICK | I | VICE PRESIDENT | NA | Control |
| HELFRICH, JOHN, FREDERICK | I | VICE PRESIDENT | NA | |
| HELFRICH, JOHN, FREDERICK | I | VICE PRESIDENT | NA | |
| HELFRICH, JOHN, FREDERICK | I | SENIOR FINANCIAL ADVISOR | NA | |
| HELFRICH, JOHN, FREDERICK | I | SENIOR FINANCIAL ADVISOR | NA | |
| HELFRICH, JOHN, FREDERICK | I | SENIOR FINANCIAL ADVISOR | NA | |
| HELFRICH, JOHN, FREDERICK | I | SENIOR FINANCIAL ADVISOR | NA | |
| HELFRICH, JOHN, FREDERICK | I | SENIOR FINANCIAL ADVISOR | NA | |
| HELFRICH, JOHN, FREDERICK | I | SENIOR FINANCIAL ADVISOR | NA | |
| HELFRICH, JOHN, FREDERICK | I | SENIOR FINANCIAL ADVISOR | NA | |
| POPENFOOSE, ANDREW, LEE | I | CHIEF INVESTMENT OFFICER | NA | Control |
| POPENFOOSE, ANDREW, LEE | I | CHIEF INVESTMENT OFFICER | NA | Control |
| POPENFOOSE, ANDREW, LEE | I | CHIEF INVESTMENT OFFICER | NA | Control |
| POPENFOOSE, ANDREW, LEE | I | CHIEF INVESTMENT OFFICER | NA | Control |
| POPENFOOSE, ANDREW, LEE | I | CHIEF INVESTMENT OFFICER | NA | Control |
| POPENFOOSE, ANDREW, LEE | I | CHIEF INVESTMENT OFFICER | NA | Control |
| POPENFOOSE, ANDREW, LEE | I | CHIEF INVESTMENT OFFICER | NA | Control |
| POPENFOOSE, ANDREW, LEE | I | CHIEF INVESTMENT OFFICER | NA | Control |
| POPENFOOSE, ANDREW, LEE | I | CHIEF INVESTMENT OFFICER | NA | Control |
| POPENFOOSE, ANDREW, LEE | I | CHIEF INVESTMENT OFFICER | NA | Control |
| POPENFOOSE, ANDREW, LEE | I | CHIEF INVESTMENT OFFICER | NA | Control |
| POPENFOOSE, ANDREW, LEE | I | CHIEF INVESTMENT OFFICER | NA | Control |
| POPENFOOSE, ANDREW, LEE | I | CHIEF INVESTMENT OFFICER | NA | Control |
| POPENFOOSE, ANDREW, LEE | I | CHIEF INVESTMENT OFFICER | NA | Control |
| POPENFOOSE, ANDREW, LEE | I | CHIEF INVESTMENT OFFICER | NA | Control |
| POPENFOOSE, ANDREW, LEE | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SHEPHERD, JULIE, ANN | I | CLIENT SERVICE MANAGER | NA | |
| SHEPHERD, JULIE, ANN | I | CLIENT SERVICE MANAGER | NA | |
| SLOCUM, JONATHAN, THOMAS | I | SENIOR FINANCIAL ADVISOR | NA | |
| SLOCUM, JONATHAN, THOMAS | I | SENIOR FINANCIAL ADVISOR | NA | |
| SLOCUM, JONATHAN, THOMAS | I | SENIOR FINANCIAL ADVISOR | NA | |
| SLOCUM, JONATHAN, THOMAS | I | SENIOR FINANCIAL ADVISOR | NA | |
| SLOCUM, JONATHAN, THOMAS | I | SENIOR FINANCIAL ADVISOR | NA | |
| SLOCUM, JONATHAN, THOMAS | I | SENIOR FINANCIAL ADVISOR | NA | |
| SLOCUM, JONATHAN, THOMAS | I | SENIOR FINANCIAL ADVISOR | NA | |
| SLOCUM, JONATHAN, THOMAS | I | SENIOR FINANCIAL ADVISOR | NA | |
| SLOCUM, JONATHAN, THOMAS | I | SENIOR FINANCIAL ADVISOR | NA | |
| SLOCUM, JONATHAN, THOMAS | I | SENIOR FINANCIAL ADVISOR | NA | |
| SLOCUM, JONATHAN, THOMAS | I | SENIOR FINANCIAL ADVISOR | NA | |
| SLOCUM, JONATHAN, THOMAS | I | SENIOR FINANCIAL ADVISOR | NA | |
| WALSH, WILLIAM, JOSEPH | I | VP, MEDICAL ADVISORY SVCS. | NA | Control |
| WALSH, WILLIAM, JOSEPH | I | VP, MEDICAL ADVISORY SVCS. | NA | Control |
| WATSON, MICHAEL, P. | I | VP, SALES | NA | Control |
| WATSON, MICHAEL, P. | I | VP, SALES | NA | Control |
| WATSON, MICHAEL, P. | I | VP, SALES | NA | Control |
| WATSON, MICHAEL, P. | I | VP, SALES | NA | Control |
| WHICKER, ROBERT, SETH | I | VICE PRESIDENT | NA | Control |
| WHICKER, ROBERT, SETH | I | VICE PRESIDENT | NA | Control |
| WHICKER, ROBERT, SETH | I | VICE PRESIDENT | NA | Control |
| WHICKER, ROBERT, SETH | I | VICE PRESIDENT | NA | Control |
| WHICKER, ROBERT, SETH | I | VICE PRESIDENT | NA | Control |
| WHICKER, ROBERT, SETH | I | VICE PRESIDENT | NA | Control |
| WHICKER, ROBERT, SETH | I | VICE PRESIDENT | NA | Control |
| WHICKER, ROBERT, SETH | I | VICE PRESIDENT | NA | Control |
| WIEGAND, JULIE, ANN | I | CLIENT SERVICE MANAGER | NA | |
| WOLFSON, GEORGE, STEPHEN | I | SENIOR VICE PRESIDENT | NA | Control |
| WOLFSON, GEORGE, STEPHEN | I | SENIOR VICE PRESIDENT | NA | Control |
| WOLFSON, GEORGE, STEPHEN | I | SENIOR VICE PRESIDENT | NA | Control |
| WOLFSON, GEORGE, STEPHEN | I | SENIOR VICE PRESIDENT | NA | Control |
| WOLFSON, GEORGE, STEPHEN | I | SENIOR VICE PRESIDENT | NA | Control |
| WOLFSON, GEORGE, STEPHEN | I | VP, SOUTH BEND DIVISION | NA | Control |
| WOLFSON, GEORGE, STEPHEN | I | SENIOR VICE PRESIDENT | NA | Control |
| WOLFSON, GEORGE, STEPHEN | I | SENIOR VICE PRESIDENT | NA | Control |
| WOLFSON, GEORGE, STEPHEN | I | VP, SOUTH BEND DIVISION | NA | Control |
| WOLFSON, GEORGE, STEPHEN | I | VP, SOUTH BEND DIVISION | NA | Control |
| WOLFSON, GEORGE, STEPHEN | I | SENIOR VICE PRESIDENT | NA | Control |
| WOLFSON, GEORGE, STEPHEN | I | VP, SOUTH BEND DIVISION | NA | Control |
| WOLFSON, GEORGE, STEPHEN | I | VP, SOUTH BEND DIVISION | NA | Control |
| WOLFSON, GEORGE, STEPHEN | I | SENIOR VICE PRESIDENT | NA | Control |
| WOLFSON, GEORGE, STEPHEN | I | SENIOR VICE PRESIDENT | NA | Control |
| WOLFSON, GEORGE, STEPHEN | I | SENIOR VICE PRESIDENT | NA | Control |
| WOLFSON, GEORGE, STEPHEN | I | SENIOR VICE PRESIDENT | NA | Control |
| WOLFSON, GEORGE, STEPHEN | I | SENIOR VICE PRESIDENT | NA | Control |
| WOLFSON, GEORGE, STEPHEN | I | SENIOR VICE PRESIDENT | NA | Control |
| WOLFSON, GEORGE, STEPHEN | I | SENIOR VICE PRESIDENT | NA | Control |
| WOLFSON, GEORGE, STEPHEN | I | SENIOR VICE PRESIDENT | NA | Control |
| WOLFSON, GEORGE, STEPHEN | I | SENIOR VICE PRESIDENT | NA | Control |
| WOLFSON, GEORGE, STEPHEN | I | SENIOR VICE PRESIDENT | NA | Control |
| WOLFSON, GEORGE, STEPHEN | I | SENIOR VICE PRESIDENT | NA | Control |
| WOLFSON, GEORGE, STEPHEN | I | SENIOR VICE PRESIDENT | NA | Control |
| WOLFSON, GEORGE, STEPHEN | I | SENIOR VICE PRESIDENT | NA | Control |
| WOLFSON, GEORGE, STEPHEN | I | SENIOR VICE PRESIDENT | NA | Control |
| WOLFSON, GEORGE, STEPHEN | I | SENIOR VICE PRESIDENT | NA | Control |
| WOLFSON, GEORGE, STEPHEN | I | SENIOR VICE PRESIDENT | NA | Control |
| WOLFSON, GEORGE, STEPHEN | I | SENIOR VICE PRESIDENT | NA | Control |
| WOLFSON, GEORGE, STEPHEN | I | SENIOR VICE PRESIDENT | NA | Control |
| WOLFSON, GEORGE, STEPHEN | I | SENIOR VICE PRESIDENT | NA | Control |
| WOLFSON, GEORGE, STEPHEN | I | SENIOR VICE PRESIDENT | NA | Control |
| WOLFSON, GEORGE, STEPHEN | I | SENIOR VICE PRESIDENT | NA | Control |
| WOLFSON, GEORGE, STEPHEN | I | SENIOR VICE PRESIDENT | NA | Control |
| WRIGHT, TIMOTHY, T. | I | PRESIDENT, ADVISORS | NA | Control |
| WRIGHT, TIMOTHY, T. | I | PRESIDENT, ADVISORS | NA | Control |
| WRIGHT, TIMOTHY, T. | I | PRESIDENT, ADVISORS | NA | Control |
| YEAGER, JERALD, WILLIAM | I | VP, FINANCIAL ADVISORY SERVICES | NA | Control |
| YEAGER, JERALD, WILLIAM | I | VP, FINANCIAL ADVISORY SERVICES | NA | Control |
| YEAGER, JERALD, WILLIAM | I | VP, FINANCIAL ADVISORY SERVICES | NA | Control |
| YEAGER, JERALD, WILLIAM | I | VP, FINANCIAL ADVISORY SERVICES | NA | Control |
| YEAGER, JERALD, WILLIAM | I | CHIEF OPERATING OFFICER | NA | Control |
| YEAGER, STEPHEN, C. | I | VP, CORPORATE ADVISORY SERVICES | NA | Control |
| YEAGER, STEPHEN, C. | I | VP, CORPORATE ADVISORY SERVICES | NA | Control |
| YEAGER, STEPHEN, C. | I | VP, CORPORATE ADVISORY SERVICES | NA | Control |
| YEAGER, STEPHEN, C. | I | VP, CORPORATE ADVISORY SERVICES | NA | Control |
| YEAGER, STEPHEN, C. | I | VP, CORPORATE ADVISORY SERVICES | NA | Control |
| YEAGER, STEPHEN, CHARLES | I | SENIOR VICE PRESIDENT | NA | Control |
| YEAGER, STEPHEN, CHARLES | I | SENIOR VICE PRESIDENT | NA | Control |
| YEAGER, CHARLES, VIRGIL | I | PRESIDENT | E | Control |
| YEAGER, CHARLES, VIRGIL | I | PRESIDENT | E | Control |
| YEAGER, CHARLES, VIRGIL | I | PRESIDENT | E | Control |
| YEAGER, CHARLES, VIRGIL | I | PRESIDENT | E | Control |
| YEAGER, CHARLES, VIRGIL | I | PRESIDENT | E | Control |
| YEAGER, CHARLES, VIRGIL | I | PRESIDENT | D | Control |
| YEAGER, CHARLES, VIRGIL | I | PRESIDENT | D | Control |
| COLEMAN, RODNEY, SCOTT | I | SENIOR VICE PRESIDENT | C | Control |
| COLEMAN, RODNEY, SCOTT | I | SENIOR VICE PRESIDENT | C | Control |
| COLEMAN, RODNEY, SCOTT | I | SENIOR VICE PRESIDENT | C | Control |
| COLEMAN, RODNEY, SCOTT | I | SENIOR VICE PRESIDENT | C | Control |
| COLEMAN, RODNEY, SCOTT | I | SENIOR VICE PRESIDENT | C | Control |
| COLEMAN, RODNEY, SCOTT | I | PRESIDENT | C | Control |
| COLEMAN, RODNEY, SCOTT | I | PRESIDENT | C | Control |
| COLEMAN, RODNEY, SCOTT | I | PRESIDENT | C | Control |
| COLEMAN, RODNEY, SCOTT | I | PRESIDENT | C | Control |
| COLEMAN, RODNEY, SCOTT | I | PRESIDENT | C | Control |
| COLEMAN, RODNEY, SCOTT | I | PRESIDENT | C | Control |
| COLEMAN, RODNEY, SCOTT | I | PRESIDENT | C | Control |
| COLEMAN, RODNEY, SCOTT | I | PRESIDENT | C | Control |
| COLEMAN, RODNEY, SCOTT | I | PRESIDENT | C | Control |
| COLEMAN, RODNEY, SCOTT | I | PRESIDENT | C | Control |
| YEAGER, JERALD, WILLIAM | I | PRESIDENT,CHIEF EXECUTIVE OFFICER | C | Control |
| YEAGER, JERALD, WILLIAM | I | PRESIDENT,CHIEF EXECUTIVE OFFICER | C | Control |
| YEAGER, JERALD, WILLIAM | I | PRESIDENT,CHIEF EXECUTIVE OFFICER | C | Control |
| YEAGER, JERALD, WILLIAM | I | CHIEF EXECUTIVE OFFICER | C | Control |
| YEAGER, JERALD, WILLIAM | I | PRESIDENT,CHIEF EXECUTIVE OFFICER | C | Control |
| YEAGER, JERALD, WILLIAM | I | PRESIDENT,CHIEF EXECUTIVE OFFICER | C | Control |
| YEAGER, JERALD, WILLIAM | I | PRESIDENT,CHIEF EXECUTIVE OFFICER | C | Control |
| YEAGER, JERALD, WILLIAM | I | CHIEF EXECUTIVE OFFICER | C | Control |
| YEAGER, JERALD, WILLIAM | I | CHIEF EXECUTIVE OFFICER | C | Control |
| YEAGER, JERALD, WILLIAM | I | CHIEF EXECUTIVE OFFICER | C | Control |
| YEAGER, JERALD, WILLIAM | I | CHIEF EXECUTIVE OFFICER | C | Control |
| YEAGER, JERALD, WILLIAM | I | CHIEF EXECUTIVE OFFICER | C | Control |
| YEAGER, JERALD, WILLIAM | I | CHIEF EXECUTIVE OFFICER | C | Control |
| YEAGER, JERALD, WILLIAM | I | CHIEF EXECUTIVE OFFICER | C | Control |
| YEAGER, JERALD, WILLIAM | I | CHIEF EXECUTIVE OFFICER | C | Control |
| YEAGER, JERALD, WILLIAM | I | CHIEF EXECUTIVE OFFICER | C | Control |
| YEAGER, JERALD, WILLIAM | I | CHIEF EXECUTIVE OFFICER | C | Control |
| YEAGER, JERALD, WILLIAM | I | CHIEF EXECUTIVE OFFICER | C | Control |
| YEAGER, JERALD, WILLIAM | I | CHIEF EXECUTIVE OFFICER | C | Control |
| YEAGER, JERALD, WILLIAM | I | CHIEF EXECUTIVE OFFICER | C | Control |
| YEAGER, JERALD, WILLIAM | I | CHIEF EXECUTIVE OFFICER | C | Control |
| YEAGER, JERALD, WILLIAM | I | CHIEF EXECUTIVE OFFICER | C | Control |
| YEAGER, JERALD, WILLIAM | I | CHIEF EXECUTIVE OFFICER | C | Control |
| YEAGER, JERALD, WILLIAM | I | CHIEF EXECUTIVE OFFICER | C | Control |
| YEAGER, JERALD, WILLIAM | I | CHIEF EXECUTIVE OFFICER | C | Control |
| YEAGER, JERALD, WILLIAM | I | CHIEF EXECUTIVE OFFICER | C | Control |
| YEAGER, JERALD, WILLIAM | I | CHIEF EXECUTIVE OFFICER | C | Control |
| YEAGER, JERALD, WILLIAM | I | CHIEF EXECUTIVE OFFICER | C | Control |
| YEAGER, JERALD, WILLIAM | I | CHIEF EXECUTIVE OFFICER | C | Control |
| YEAGER, JERALD, WILLIAM | I | CHIEF EXECUTIVE OFFICER | C | Control |
| YEAGER, JERALD, WILLIAM | I | CHIEF EXECUTIVE OFFICER | C | Control |
| YEAGER, JERALD, WILLIAM | I | CHIEF EXECUTIVE OFFICER | C | Control |
| YEAGER, JERALD, WILLIAM | I | CHIEF EXECUTIVE OFFICER | C | Control |
| YEAGER, JERALD, WILLIAM | I | CHIEF EXECUTIVE OFFICER | C | Control |
| YEAGER, JERALD, WILLIAM | I | CHIEF EXECUTIVE OFFICER | C | Control |
| YEAGER, JERALD, WILLIAM | I | CHIEF EXECUTIVE OFFICER | C | Control |
| YEAGER, JERALD, WILLIAM | I | CHIEF EXECUTIVE OFFICER | C | Control |
| YEAGER, JERALD, WILLIAM | I | CHIEF EXECUTIVE OFFICER | C | Control |
| YEAGER, JERALD, WILLIAM | I | CHIEF EXECUTIVE OFFICER | C | Control |
| YEAGER, JERALD, WILLIAM | I | CHIEF EXECUTIVE OFFICER | C | Control |
| YEAGER, JERALD, WILLIAM | I | CHIEF EXECUTIVE OFFICER | C | Control |
| YEAGER, STEPHEN, CHARLES | I | SENIOR VICE PRESIDENT | C | Control |
| YEAGER, STEPHEN, CHARLES | I | SENIOR VICE PRESIDENT | C | Control |
| YEAGER, STEPHEN, CHARLES | I | SENIOR VICE PRESIDENT | C | Control |
| YEAGER, STEPHEN, CHARLES | I | SENIOR VICE PRESIDENT | C | Control |
| YEAGER, STEPHEN, CHARLES | I | SENIOR VICE PRESIDENT | C | Control |
| COLEMAN, RODNEY, SCOTT | I | PRESIDENT | B | Control |
| COLEMAN, RODNEY, SCOTT | I | SENIOR VICE PRESIDENT | B | Control |
| COLEMAN, RODNEY, SCOTT | I | PRESIDENT | B | Control |
| COLEMAN, RODNEY, SCOTT | I | PRESIDENT | B | Control |
| COLEMAN, RODNEY, SCOTT | I | PRESIDENT | B | Control |
| COLEMAN, RODNEY, SCOTT | I | PRESIDENT | B | Control |
| COLEMAN, RODNEY, SCOTT | I | PRESIDENT | B | Control |
| COLEMAN, RODNEY, SCOTT | I | PRESIDENT | B | Control |
| COLEMAN, RODNEY, SCOTT | I | PRESIDENT | B | Control |
| COLEMAN, RODNEY, SCOTT | I | PRESIDENT | B | Control |
| COLEMAN, RODNEY, SCOTT | I | PRESIDENT | B | Control |
| COLEMAN, RODNEY, SCOTT | I | PRESIDENT | B | Control |
| COLEMAN, RODNEY, SCOTT | I | PRESIDENT | B | Control |
| COLEMAN, RODNEY, SCOTT | I | PRESIDENT | B | Control |
| COLEMAN, RODNEY, SCOTT | I | PRESIDENT | B | Control |
| COLEMAN, RODNEY, SCOTT | I | PRESIDENT | B | Control |
| COLEMAN, RODNEY, SCOTT | I | PRESIDENT | B | Control |
| COLEMAN, RODNEY, SCOTT | I | PRESIDENT | B | Control |
| COLEMAN, RODNEY, SCOTT | I | PRESIDENT | B | Control |
| COLEMAN, RODNEY, SCOTT | I | PRESIDENT | B | Control |
| COLEMAN, RODNEY, SCOTT | I | PRESIDENT | B | Control |
| COLEMAN, RODNEY, SCOTT | I | PRESIDENT | B | Control |
| COLEMAN, RODNEY, SCOTT | I | PRESIDENT | B | Control |
| COLEMAN, RODNEY, SCOTT | I | PRESIDENT | B | Control |
| COLEMAN, RODNEY, SCOTT | I | PRESIDENT | B | Control |
| COLEMAN, RODNEY, SCOTT | I | PRESIDENT | B | Control |
| COLEMAN, RODNEY, SCOTT | I | PRESIDENT | B | Control |
| COLEMAN, RODNEY, SCOTT | I | PRESIDENT | B | Control |
| COLEMAN, RODNEY, SCOTT | I | PRESIDENT | B | Control |
| COLEMAN, RODNEY, SCOTT | I | PRESIDENT | B | Control |
| DONAHOE, NEIL, MURRAY | I | SENIOR VICE PRESIDENT, CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER | B | Control |
| DONAHOE, NEIL, MURRAY | I | SENIOR VICE PRESIDENT, CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER | B | Control |
| DONAHOE, NEIL, MURRAY | I | SENIOR VICE PRESIDENT, CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER | B | Control |
| DONAHOE, NEIL, MURRAY | I | SENIOR VICE PRESIDENT, CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER | B | Control |
| DONAHOE, NEIL, MURRAY | I | SENIOR VICE PRESIDENT, CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER | B | Control |
| DONAHOE, NEIL, MURRAY | I | SENIOR VICE PRESIDENT, CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER | B | Control |
| DONAHOE, NEIL, MURRAY | I | SENIOR VICE PRESIDENT, CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER | B | Control |
| DONAHOE, NEIL, MURRAY | I | SENIOR VICE PRESIDENT, CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER | B | Control |
| DONAHOE, NEIL, MURRAY | I | SENIOR VICE PRESIDENT, CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER | B | Control |
| DONAHOE, NEIL, MURRAY | I | SENIOR VICE PRESIDENT, CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER | B | Control |
| DONAHOE, NEIL, MURRAY | I | SENIOR VICE PRESIDENT, CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER | B | Control |
| DONAHOE, NEIL, MURRAY | I | SENIOR VICE PRESIDENT, CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER | B | Control |
| DONAHOE, NEIL, MURRAY | I | SENIOR VICE PRESIDENT, CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER | B | Control |
| DONAHOE, NEIL, MURRAY | I | SENIOR VICE PRESIDENT, CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER | B | Control |
| DONAHOE, NEIL, MURRAY | I | SENIOR VICE PRESIDENT, CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER | B | Control |
| DONAHOE, NEIL, MURRAY | I | SENIOR VICE PRESIDENT, CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER | B | Control |
| DONAHOE, NEIL, MURRAY | I | SENIOR VICE PRESIDENT, CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER | B | Control |
| WHICKER, ROBERT, SETH | I | VICE PRESIDENT | B | Control |
| WHICKER, ROBERT, SETH | I | VICE PRESIDENT | B | Control |
| WHICKER, ROBERT, SETH | I | VICE PRESIDENT | B | Control |
| WHICKER, ROBERT, SETH | I | VICE PRESIDENT | B | Control |
| WHICKER, ROBERT, SETH | I | VICE PRESIDENT | B | Control |
| WHICKER, ROBERT, SETH | I | VICE PRESIDENT | B | Control |
| WHICKER, ROBERT, SETH | I | VICE PRESIDENT | B | Control |
| WHICKER, ROBERT, SETH | I | VICE PRESIDENT | B | Control |
| WHICKER, ROBERT, SETH | I | VICE PRESIDENT | B | Control |
| WHICKER, ROBERT, SETH | I | VICE PRESIDENT | B | Control |
| WHICKER, ROBERT, SETH | I | VICE PRESIDENT | B | Control |
| WHICKER, ROBERT, SETH | I | VICE PRESIDENT | B | Control |
| WHICKER, ROBERT, SETH | I | VICE PRESIDENT | B | Control |
| WHICKER, ROBERT, SETH | I | VICE PRESIDENT | B | Control |
| WHICKER, ROBERT, SETH | I | SENIOR FINANCIAL ADVISOR | B | Control |
| WHICKER, ROBERT, SETH | I | SENIOR FINANCIAL ADVISOR | B | Control |
| WHICKER, ROBERT, SETH | I | SENIOR FINANCIAL ADVISOR | B | Control |
| WHICKER, ROBERT, SETH | I | SENIOR FINANCIAL ADVISOR | B | Control |
| WHICKER, ROBERT, SETH | I | SENIOR FINANCIAL ADVISOR | B | Control |
| WHICKER, ROBERT, SETH | I | SENIOR FINANCIAL ADVISOR | B | Control |
| WHICKER, ROBERT, SETH | I | SENIOR FINANCIAL ADVISOR | B | Control |
| WHICKER, ROBERT, SETH | I | SENIOR FINANCIAL ADVISOR | B | Control |
| WHICKER, ROBERT, SETH | I | SENIOR FINANCIAL ADVISOR | B | Control |
| WHICKER, ROBERT, SETH | I | SENIOR FINANCIAL ADVISOR | B | Control |
| WHICKER, ROBERT, SETH | I | SENIOR FINANCIAL ADVISOR | B | Control |
| WHICKER, ROBERT, SETH | I | SENIOR FINANCIAL ADVISOR | B | Control |
| WHICKER, ROBERT, SETH | I | SENIOR FINANCIAL ADVISOR | B | Control |
| WHICKER, ROBERT, SETH | I | SENIOR FINANCIAL ADVISOR | B | Control |
| WHICKER, ROBERT, SETH | I | SENIOR FINANCIAL ADVISOR | B | Control |
| WHICKER, ROBERT, SETH | I | SENIOR FINANCIAL ADVISOR | B | Control |
| WHICKER, ROBERT, SETH | I | SENIOR FINANCIAL ADVISOR | B | Control |
| YEAGER, JERALD, WILLIAM | I | CHIEF EXECUTIVE OFFICER | B | Control |
| YEAGER, JERALD, WILLIAM | I | CHIEF EXECUTIVE OFFICER | B | Control |
| YEAGER, JERALD, WILLIAM | I | CHIEF EXECUTIVE OFFICER | B | Control |
| YEAGER, JERALD, WILLIAM | I | CHIEF EXECUTIVE OFFICER | B | Control |
| YEAGER, STEPHEN, CHARLES | I | SENIOR VICE PRESIDENT | B | Control |
| YEAGER, STEPHEN, CHARLES | I | SENIOR VICE PRESIDENT | B | Control |
| YEAGER, STEPHEN, CHARLES | I | SENIOR VICE PRESIDENT | B | Control |
| YEAGER, STEPHEN, CHARLES | I | SENIOR VICE PRESIDENT | B | Control |
| YEAGER, STEPHEN, CHARLES | I | SENIOR VICE PRESIDENT | B | Control |
| YEAGER, STEPHEN, CHARLES | I | SENIOR VICE PRESIDENT | B | Control |
| YEAGER, STEPHEN, CHARLES | I | SENIOR VICE PRESIDENT | B | Control |
| YEAGER, STEPHEN, CHARLES | I | SENIOR VICE PRESIDENT | B | Control |
| YEAGER, STEPHEN, CHARLES | I | SENIOR VICE PRESIDENT | B | Control |
| YEAGER, STEPHEN, CHARLES | I | SENIOR VICE PRESIDENT | B | Control |
| YEAGER, STEPHEN, CHARLES | I | SENIOR VICE PRESIDENT | B | Control |
| YEAGER, STEPHEN, CHARLES | I | SENIOR VICE PRESIDENT | B | Control |
| YEAGER, STEPHEN, CHARLES | I | SENIOR VICE PRESIDENT | B | Control |
| YEAGER, STEPHEN, CHARLES | I | SENIOR VICE PRESIDENT | B | Control |
| YEAGER, STEPHEN, CHARLES | I | SENIOR VICE PRESIDENT | B | Control |
| YEAGER, STEPHEN, CHARLES | I | SENIOR VICE PRESIDENT | B | Control |
| YEAGER, STEPHEN, CHARLES | I | SENIOR VICE PRESIDENT | B | Control |
| YEAGER, STEPHEN, CHARLES | I | SENIOR VICE PRESIDENT | B | Control |
| YEAGER, STEPHEN, CHARLES | I | SENIOR VICE PRESIDENT | B | Control |
| YEAGER, STEPHEN, CHARLES | I | SENIOR VICE PRESIDENT | B | Control |
| YEAGER, STEPHEN, CHARLES | I | SENIOR VICE PRESIDENT | B | Control |
| YEAGER, STEPHEN, CHARLES | I | SENIOR VICE PRESIDENT | B | Control |
| YEAGER, STEPHEN, CHARLES | I | SENIOR VICE PRESIDENT | B | Control |
| YEAGER, STEPHEN, CHARLES | I | SENIOR FINANCIAL ADVISOR | B | Control |
| YEAGER, STEPHEN, CHARLES | I | SENIOR FINANCIAL ADVISOR | B | Control |
| YEAGER, STEPHEN, CHARLES | I | SENIOR FINANCIAL ADVISOR | B | Control |
| YEAGER, STEPHEN, CHARLES | I | SENIOR FINANCIAL ADVISOR | B | Control |
| YEAGER, STEPHEN, CHARLES | I | SENIOR FINANCIAL ADVISOR | B | Control |
| YEAGER, STEPHEN, CHARLES | I | SENIOR FINANCIAL ADVISOR | B | Control |
| YEAGER, STEPHEN, CHARLES | I | SENIOR FINANCIAL ADVISOR | B | Control |
| YEAGER, STEPHEN, CHARLES | I | SENIOR FINANCIAL ADVISOR | B | Control |
| YEAGER, STEPHEN, CHARLES | I | SENIOR FINANCIAL ADVISOR | B | Control |
| YEAGER, STEPHEN, CHARLES | I | SENIOR FINANCIAL ADVISOR | B | Control |
| YEAGER, STEPHEN, CHARLES | I | SENIOR FINANCIAL ADVISOR | B | Control |
| YEAGER, STEPHEN, CHARLES | I | SENIOR FINANCIAL ADVISOR | B | Control |
| YEAGER, STEPHEN, CHARLES | I | SENIOR FINANCIAL ADVISOR | B | Control |
| YEAGER, STEPHEN, CHARLES | I | SENIOR FINANCIAL ADVISOR | B | Control |
| YEAGER, STEPHEN, CHARLES | I | SENIOR FINANCIAL ADVISOR | B | Control |
| YEAGER, STEPHEN, CHARLES | I | SENIOR FINANCIAL ADVISOR | B | Control |
| YEAGER, STEPHEN, CHARLES | I | SENIOR FINANCIAL ADVISOR | B | Control |
| DONAHOE, NEIL, MURRAY | I | SENIOR VICE PRESIDENT, CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER | A | Control |
| DONAHOE, NEIL, MURRAY | I | SENIOR VICE PRESIDENT, CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER | A | Control |
| POPENFOOSE, ANDREW, LEE | I | CHIEF INVESTMENT OFFICER | A | Control |
| POPENFOOSE, ANDREW, LEE | I | CHIEF INVESTMENT OFFICER | A | Control |
| POPENFOOSE, ANDREW, LEE | I | CHIEF INVESTMENT OFFICER | A | Control |
| POPENFOOSE, ANDREW, LEE | I | CHIEF INVESTMENT OFFICER | A | Control |
| WHICKER, ROBERT, SETH | I | VICE PRESIDENT | A | Control |
| YEAGER, JERALD, WILLIAM | I | CHIEF EXECUTIVE OFFICER | A | Control |
| YEAGER, JERALD, WILLIAM | I | CHIEF EXECUTIVE OFFICER | A | Control |
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Federal
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Dec 8, 2025 REGISTERED
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