SMH CAPITAL ADVISORS LLC
CRD #108344 SEC #801-54089 FORT WORTH, TX 817-569-7000
SEC Registered
Total AUM
$419.7M
Discretionary
$419.7M
Employees
4
Clients
0
Accounts
189
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Texas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 27, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ANDERSON, THOMAS, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | |
| ANDERSON, THOMAS, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | |
| ANDERSON, THOMAS, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | |
| ANDERSON, THOMAS, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | |
| ANDERSON, THOMAS, JOHN | I | DIRECTOR OF COMPLIANCE | NA | |
| ANDERSON, THOMAS, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | |
| ANDERSON, THOMAS, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | |
| ANDERSON, THOMAS, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | |
| ANDERSON, THOMAS, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | |
| ANDERSON, THOMAS, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | |
| ANDERSON, THOMAS, JOHN | I | DIRECTOR OF COMPLIANCE | NA | |
| ANDERSON, THOMAS, JOHN | I | DIRECTOR OF COMPLIANCE | NA | |
| ANDERSON, THOMAS, JOHN | I | DIRECTOR OF COMPLIANCE | NA | |
| ANDERSON, THOMAS, JOHN | I | DIRECTOR OF COMPLIANCE | NA | |
| ANDERSON, THOMAS, JOHN | I | DIRECTOR OF COMPLIANCE | NA | |
| ANDERSON, THOMAS, JOHN | I | DIRECTOR OF COMPLIANCE | NA | |
| BALL, GEORGE, LESTER | I | DIRECTOR | NA | |
| BALL, GEORGE, LESTER | I | DIRECTOR | NA | |
| BALL, GEORGE, LESTER | I | DIRECTOR | NA | Control |
| BALL, GEORGE, LESTER | I | DIRECTOR | NA | Control |
| BALL, GEORGE, LESTER | I | DIRECTOR | NA | Control |
| BALL, GEORGE, LESTER | I | DIRECTOR | NA | |
| BALL, GEORGE, LESTER | I | DIRECTOR | NA | |
| BALL, GEORGE, LESTER | I | DIRECTOR | NA | Control |
| BALL, GEORGE, LESTER | I | DIRECTOR | NA | |
| BALL, GEORGE, LESTER | I | DIRECTOR | NA | Control |
| BALL, GEORGE, LESTER | I | DIRECTOR | NA | Control |
| BALL, GEORGE, LESTER | I | DIRECTOR | NA | |
| BALL, GEORGE, LESTER | I | DIRECTOR | NA | |
| BALL, GEORGE, LESTER | I | DIRECTOR | NA | |
| BALL, GEORGE, LESTER | I | DIRECTOR | NA | |
| BALL, GEORGE, LESTER | I | DIRECTOR | NA | Control |
| BALL, GEORGE, LESTER | I | DIRECTOR | NA | Control |
| BALL, GEORGE, LESTER | I | DIRECTOR | NA | |
| BALL, GEORGE, LESTER | I | DIRECTOR | NA | |
| BALL, GEORGE, LESTER | I | DIRECTOR | NA | |
| BALL, GEORGE, LESTER | I | DIRECTOR | NA | |
| BALL, GEORGE, LESTER | I | DIRECTOR | NA | Control |
| BALL, GEORGE, LESTER | I | DIRECTOR | NA | Control |
| BALL, GEORGE, LESTER | I | DIRECTOR | NA | Control |
| BALL, GEORGE, LESTER | I | DIRECTOR | NA | Control |
| BALL, GEORGE, LESTER | I | BOARD OF MANGERS | NA | Control |
| BALL, GEORGE, LESTER | I | DIRECTOR | NA | Control |
| BALL, GEORGE, LESTER | I | DIRECTOR | NA | Control |
| BALL, GEORGE, LESTER | I | DIRECTOR | NA | Control |
| BALL, GEORGE, LESTER | I | DIRECTOR | NA | Control |
| BALL, GEORGE, LESTER | I | DIRECTOR | NA | Control |
| BALL, GEORGE, LESTER | I | DIRECTOR | NA | Control |
| BALL, GEORGE, LESTER | I | DIRECTOR | NA | Control |
| BALL, GEORGE, LESTER | I | DIRECTOR | NA | Control |
| BALL, GEORGE, LESTER | I | DIRECTOR | NA | Control |
| BALL, GEORGE, LESTER | I | DIRECTOR | NA | Control |
| BALL, GEORGE, LESTER | I | DIRECTOR | NA | Control |
| BALL, GEORGE, LESTER | I | DIRECTOR | NA | Control |
| BALL, GEORGE, LESTER | I | DIRECTOR | NA | Control |
| BALL, GEORGE, LESTER | I | DIRECTOR | NA | Control |
| BALL, GEORGE, LESTER | I | DIRECTOR | NA | Control |
| BALL, GEORGE, LESTER | I | DIRECTOR | NA | Control |
| BALL, GEORGE, LESTER | I | DIRECTOR | NA | Control |
| BALL, GEORGE, LESTER | I | DIRECTOR | NA | Control |
| BALL, GEORGE, LESTER | I | DIRECTOR | NA | Control |
| BALL, GEORGE, LESTER | I | DIRECTOR | NA | Control |
| BALL, GEORGE, LESTER | I | DIRECTOR | NA | Control |
| BALL, GEORGE, LESTER | I | DIRECTOR | NA | Control |
| BALL, GEORGE, LESTER | I | VP | NA | Control |
| BALL, GEORGE, LESTER | I | VP | NA | Control |
| BALL, GEORGE, LESTER | I | BOARD OF MANGERS | NA | Control |
| BERRY, RICKY, LANE | I | CHIEF FINANCIAL OFFICER | NA | |
| BERRY, RICKY, LANE | I | CHIEF FINANCIAL OFFICER | NA | |
| BERRY, RICKY, LANE | I | CHIEF FINANCIAL OFFICER, VICE PRESIDENT AND SECRETARY | NA | Control |
| BERRY, RICKY, LANE | I | VICE PRESIDENT AND SECRETARY | NA | Control |
| BERRY, RICKY, LANE | I | VICE PRESIDENT AND SECRETARY | NA | Control |
| BERRY, RICKY, LANE | I | CHIEF FINANCIAL OFFICER | NA | |
| BERRY, RICKY, LANE | I | CHIEF FINANCIAL OFFICER | NA | |
| BERRY, RICKY, LANE | I | VICE PRESIDENT AND SECRETARY | NA | Control |
| BERRY, RICKY, LANE | I | CHIEF FINANCIAL OFFICER | NA | |
| BERRY, RICKY, LANE | I | VICE PRESIDENT AND SECRETARY | NA | Control |
| BERRY, RICKY, LANE | I | VICE PRESIDENT AND SECRETARY | NA | Control |
| BERRY, RICKY, LANE | I | CHIEF FINANCIAL OFFICER | NA | |
| BERRY, RICKY, LANE | I | CHIEF FINANCIAL OFFICER | NA | |
| BERRY, RICKY, LANE | I | CHIEF FINANCIAL OFFICER | NA | |
| BERRY, RICKY, LANE | I | CHIEF FINANCIAL OFFICER | NA | |
| BERRY, RICKY, LANE | I | CHIEF FINANCIAL OFFICER, VICE PRESIDENT AND SECRETARY | NA | Control |
| BERRY, RICKY, LANE | I | CHIEF FINANCIAL OFFICER, VICE PRESIDENT AND SECRETARY | NA | Control |
| BERRY, RICKY, LANE | I | CHIEF FINANCIAL OFFICER | NA | |
| BERRY, RICKY, LANE | I | CHIEF FINANCIAL OFFICER | NA | |
| BERRY, RICKY, LANE | I | CHIEF FINANCIAL OFFICER | NA | |
| BERRY, RICKY, LANE | I | CHIEF FINANCIAL OFFICER | NA | |
| BERRY, RICKY, LANE | I | VICE PRESIDENT AND SECRETARY | NA | Control |
| BERRY, RICKY, LANE | I | VICE PRESIDENT AND SECRETARY | NA | Control |
| BERRY, RICKY, LANE | I | VICE PRESIDENT AND SECRETARY | NA | Control |
| BERRY, RICKY, LANE | I | VICE PRESIDENT AND SECRETARY | NA | Control |
| BERRY, RICKY, LANE | I | VICE PRESIDENT AND SECRETARY | NA | Control |
| BERRY, RICKY, LANE | I | VICE PRESIDENT AND SECRETARY | NA | Control |
| BERRY, RICKY, LANE | I | VICE PRESIDENT AND SECRETARY | NA | Control |
| BERRY, RICKY, LANE | I | VICE PRESIDENT AND SECRETARY | NA | Control |
| BERRY, RICKY, LANE | I | VICE PRESIDENT AND SECRETARY | NA | Control |
| BERRY, RICKY, LANE | I | VICE PRESIDENT AND SECRETARY | NA | Control |
| BERRY, RICKY, LANE | I | VICE PRESIDENT AND SECRETARY | NA | Control |
| BERRY, RICKY, LANE | I | VICE PRESIDENT AND SECRETARY | NA | Control |
| Buchholz, Robert, William | I | CHIEF COMPLIANCE OFFICER | NA | |
| Buchholz, Robert, William | I | CHIEF COMPLIANCE OFFICER | NA | |
| Buchholz, Robert, William | I | CHIEF COMPLIANCE OFFICER | NA | |
| Buchholz, Robert, William | I | CHIEF COMPLIANCE OFFICER | NA | |
| Buchholz, Robert, William | I | CHIEF COMPLIANCE OFFICER | NA | |
| Buchholz, Robert, William | I | CHIEF COMPLIANCE OFFICER | NA | |
| Buchholz, Robert, William | I | CHIEF COMPLIANCE OFFICER | NA | |
| Buchholz, Robert, William | I | COMPLIANCE OFFICER | NA | |
| CONLON, JOHN, ANTHONY | I | PRESIDENT SMH ASSET MANAGEMENT DIVISION | NA | |
| CONLON, JOHN, ANTHONY | I | PRESIDENT SMH ASSET MANAGEMENT DIVISION | NA | |
| CONLON, JOHN, ANTHONY | I | PRESIDENT SMH ASSET MANAGEMENT DIVISION | NA | |
| CONLON, JOHN, ANTHONY | I | PRESIDENT SMH ASSET MANAGEMENT DIVISION | NA | |
| CONLON, JOHN, ANTHONY | I | PRESIDENT SMH ASSET MANAGEMENT DIVISION | NA | |
| CONLON, JOHN, ANTHONY | I | PRESIDENT SMH ASSET MANAGEMENT DIVISION | NA | |
| CONLON, JOHN, ANTHONY | I | PRESIDENT SMH ASSET MANAGEMENT DIVISION | NA | |
| CONLON, JOHN, ANTHONY | I | PRESIDENT SMH ASSET MANAGEMENT DIVISION | NA | |
| CONLON, JOHN, ANTHONY | I | PRESIDENT SMH ASSET MANAGEMENT DIVISION | NA | |
| CONLON, JOHN, ANTHONY | I | PRESIDENT SMH ASSET MANAGEMENT DIVISION | NA | |
| CONLON, JOHN, ANTHONY | I | PRESIDENT SMH ASSET MANAGEMENT DIVISION | NA | |
| CORDILL, STEPHEN, RICHARD | I | DIRECTOR | NA | Control |
| CORDILL, STEPHEN, RICHARD | I | DIRECTOR | NA | Control |
| CORDILL, STEPHEN, RICHARD | I | DIRECTOR | NA | Control |
| CORDILL, STEPHEN, RICHARD | I | PRESIDENT OF ASSET & WEALTH MANAGEMENT DIVISION | NA | |
| CORDILL, STEPHEN, RICHARD | I | PRESIDENT OF ASSET & WEALTH MANAGEMENT DIVISION | NA | |
| CORDILL, STEPHEN, RICHARD | I | PRESIDENT OF ASSET & WEALTH MANAGEMENT DIVISION | NA | |
| CORDILL, STEPHEN, RICHARD | I | DIRECTOR | NA | Control |
| CORDILL, STEPHEN, RICHARD | I | DIRECTOR | NA | Control |
| CORDILL, STEPHEN, RICHARD | I | PRESIDENT OF ASSET & WEALTH MANAGEMENT DIVISION | NA | |
| CORDILL, STEPHEN, RICHARD | I | DIRECTOR | NA | Control |
| CORNE, ROBERT, JEFFERY | I | VP AND SECRETARY | NA | |
| CORNE, ROBERT, JEFFERY | I | VP AND SECRETARY | NA | |
| CORNE, ROBERT, JEFFERY | I | VP AND SECRETARY | NA | |
| CORNE, ROBERT, JEFFERY | I | VP AND SECRETARY | NA | |
| COUGHLIN, THERESA, ANGELA | I | VICE PRESIDENT | NA | |
| COUGHLIN, THERESA, ANGELA | I | VICE PRESIDENT | NA | |
| COUGHLIN, THERESA, ANGELA | I | VICE PRESIDENT | NA | |
| COUGHLIN, THERESA, ANGELA | I | VICE PRESIDENT | NA | |
| COUGHLIN, THERESA, ANGELA | I | VICE PRESIDENT | NA | |
| COUGHLIN, THERESA, ANGELA | I | VICE PRESIDENT | NA | |
| COUGHLIN, THERESA, ANGELA | I | VICE PRESIDENT | NA | |
| COUGHLIN, THERESA, ANGELA | I | VICE PRESIDENT | NA | |
| COUGHLIN, THERESA, ANGELA | I | VICE PRESIDENT | NA | |
| CUMMER, JEFFREY, ALAN | I | PRESIDENT-FT WORTH DIVISION | NA | |
| CUMMER, JEFFREY, ALAN | I | PRESIDENT-FT WORTH DIVISION | NA | |
| CUMMER, JEFFREY, ALAN | I | PRESIDENT-FT WORTH DIVISION AND DIRECTOR | NA | Control |
| CUMMER, JEFFREY, ALAN | I | PRESIDENT AND DIRECTOR | NA | Control |
| CUMMER, JEFFREY, ALAN | I | PRESIDENT AND DIRECTOR | NA | Control |
| CUMMER, JEFFREY, ALAN | I | PRESIDENT-FT WORTH DIVISION | NA | |
| CUMMER, JEFFREY, ALAN | I | PRESIDENT-FT WORTH DIVISION | NA | |
| CUMMER, JEFFREY, ALAN | I | PRESIDENT AND DIRECTOR | NA | Control |
| CUMMER, JEFFREY, ALAN | I | PRESIDENT | NA | |
| CUMMER, JEFFREY, ALAN | I | PRESIDENT-FT WORTH DIVISION | NA | |
| CUMMER, JEFFREY, ALAN | I | PRESIDENT AND DIRECTOR | NA | Control |
| CUMMER, JEFFREY, ALAN | I | PRESIDENT AND DIRECTOR | NA | Control |
| CUMMER, JEFFREY, ALAN | I | PRESIDENT-FT WORTH DIVISION | NA | |
| CUMMER, JEFFREY, ALAN | I | PRESIDENT-FT WORTH DIVISION | NA | |
| CUMMER, JEFFREY, ALAN | I | PRESIDENT-FT WORTH DIVISION | NA | |
| CUMMER, JEFFREY, ALAN | I | PRESIDENT-FT WORTH DIVISION | NA | |
| CUMMER, JEFFREY, ALAN | I | PRESIDENT-FT WORTH DIVISION AND DIRECTOR | NA | Control |
| CUMMER, JEFFREY, ALAN | I | PRESIDENT-FT WORTH DIVISION AND DIRECTOR | NA | Control |
| CUMMER, JEFFREY, ALAN | I | PRESIDENT-FT WORTH DIVISION | NA | |
| CUMMER, JEFFREY, ALAN | I | PRESIDENT | NA | |
| CUMMER, JEFFREY, ALAN | I | PRESIDENT | NA | |
| CUMMER, JEFFREY, ALAN | I | PRESIDENT-FT WORTH DIVISION | NA | |
| CUMMER, JEFFREY, ALAN | I | PRESIDENT-FT WORTH DIVISION | NA | |
| CUMMER, JEFFREY, ALAN | I | PRESIDENT | NA | |
| CUMMER, JEFFREY, ALAN | I | PRESIDENT | NA | |
| CUMMER, JEFFREY, ALAN | I | PRESIDENT AND DIRECTOR | NA | Control |
| CUMMER, JEFFREY, ALAN | I | PRESIDENT AND DIRECTOR | NA | Control |
| CUMMER, JEFFREY, ALAN | I | PRESIDENT AND DIRECTOR | NA | Control |
| CUMMER, JEFFREY, ALAN | I | EXECUTIVE CHAIRMAN, SENIOR PORTFOLIO MANAGER AND DIRECTOR | NA | Control |
| CUMMER, JEFFREY, ALAN | I | EXECUTIVE CHAIRMAN, SENIOR PORTFOLIO MANAGER AND DIRECTOR | NA | Control |
| CUMMER, JEFFREY, ALAN | I | EXECUTIVE CHAIRMAN, SENIOR PORTFOLIO MANAGER AND DIRECTOR | NA | Control |
| CUMMER, JEFFREY, ALAN | I | EXECUTIVE CHAIRMAN, SENIOR PORTFOLIO MANAGER AND DIRECTOR | NA | Control |
| CUMMER, JEFFREY, ALAN | I | EXECUTIVE CHAIRMAN, SENIOR PORTFOLIO MANAGER AND DIRECTOR | NA | Control |
| CUMMER, JEFFREY, ALAN | I | EXECUTIVE CHAIRMAN, SENIOR PORTFOLIO MANAGER AND DIRECTOR | NA | Control |
| CUMMER, JEFFREY, ALAN | I | EXECUTIVE CHAIRMAN, SENIOR PORTFOLIO MANAGER AND DIRECTOR | NA | Control |
| DAVIS, RHONDA, L | I | CCO | NA | Control |
| DAVIS, RHONDA, L | I | CO-CCO | NA | Control |
| DAVIS, RHONDA, L | I | CCO | NA | Control |
| DAVIS, RHONDA, L | I | CCO | NA | Control |
| DAVIS, RHONDA, L | I | CCO | NA | Control |
| DOUGLAS, JAMES, ALEXANDER | I | PRESIDENT DOUGLAS NOYES DIVISION | NA | |
| DOUGLAS, JAMES, ALEXANDER | I | MANAGING DIRECTOR DOUGLAS NOYES DIVISION | NA | |
| EELMAN, DAVID, ALBERT | I | VICE PRESIDENT | NA | |
| EELMAN, DAVID, ALBERT | I | VICE PRESIDENT | NA | |
| EELMAN, DAVID, ALBERT | I | VICE PRESIDENT | NA | |
| EELMAN, DAVID, ALBERT | I | VICE PRESIDENT | NA | |
| EELMAN, DAVID, ALBERT | I | VICE PRESIDENT | NA | |
| EELMAN, DAVID, ALBERT | I | VICE PRESIDENT | NA | |
| EELMAN, DAVID, ALBERT | I | VICE PRESIDENT | NA | |
| EELMAN, DAVID, ALBERT | I | VICE PRESIDENT | NA | |
| EELMAN, DAVID, ALBERT | I | VICE PRESIDENT | NA | |
| FORSTER, GABRIELA | I | SECRETARY, TREASURER | NA | |
| FORSTER, GABRIELA | I | SECRETARY, TREASURER | NA | |
| FORSTER, GABRIELA | I | SECRETARY, TREASURER | NA | |
| GARRISON, ROBERT, EDWARD | I | DIRECTOR & PRESIDENT | NA | |
| GARRISON, ROBERT, EDWARD | I | DIRECTOR & PRESIDENT | NA | |
| GARRISON, ROBERT, EDWARD | I | DIRECTOR & PRESIDENT | NA | |
| GARRISON, ROBERT, EDWARD | I | DIRECTOR & PRESIDENT | NA | |
| GARRISON, ROBERT, EDWARD | I | DIRECTOR & PRESIDENT | NA | |
| GARRISON, ROBERT, EDWARD | I | DIRECTOR & PRESIDENT | NA | |
| GARRISON, ROBERT, EDWARD | I | DIRECTOR & PRESIDENT | NA | |
| GARRISON, ROBERT, EDWARD | I | DIRECTOR & PRESIDENT | NA | |
| GARRISON, ROBERT, EDWARD | I | DIRECTOR & PRESIDENT | NA | |
| GARRISON, ROBERT, EDWARD | I | DIRECTOR & PRESIDENT | NA | |
| GARRISON, ROBERT, EDWARD | I | DIRECTOR | NA | |
| GARRISON, ROBERT, EDWARD | I | DIRECTOR | NA | |
| GARRISON, ROBERT, EDWARD | I | DIRECTOR & PRESIDENT | NA | |
| GARRISON, ROBERT, EDWARD | I | DIRECTOR & PRESIDENT | NA | |
| GARRISON, ROBERT, EDWARD | I | DIRECTOR | NA | |
| GARRISON, ROBERT, EDWARD | I | DIRECTOR | NA | |
| GUARDIOLA, SAMUEL | I | CHIEF COMPLIANCE OFFICER | NA | |
| GUARDIOLA, SAMUEL | I | CHIEF COMPLIANCE OFFICER | NA | |
| GUARDIOLA, SAMUEL | I | CHIEF COMPLIANCE OFFICER | NA | |
| HALEY, LISA, CELESTE | I | SECRETARY | NA | Control |
| HALEY, LISA, CELESTE | I | SECRETARY | NA | Control |
| HALEY, LISA, CELESTE | I | SECRETARY | NA | Control |
| HALEY, LISA, CELESTE | I | SECRETARY | NA | Control |
| HALEY, LISA, CELESTE | I | SECRETARY | NA | Control |
| HALEY, LISA, CELESTE | I | SECRETARY | NA | Control |
| HALEY, LISA, CELESTE | I | SECRETARY | NA | Control |
| HALEY, LISA, CELESTE | I | SECRETARY | NA | Control |
| HALEY, LISA, CELESTE | I | SECRETARY | NA | Control |
| HALEY, LISA, CELESTE | I | SECRETARY | NA | Control |
| HALEY, LISA, CELESTE | I | SECRETARY | NA | Control |
| HALEY, LISA, CELESTE | I | SECRETARY | NA | Control |
| HALEY, LISA, CELESTE | I | SECRETARY | NA | Control |
| HALEY, LISA, CELESTE | I | SECRETARY | NA | Control |
| HALEY, LISA, CELESTE | I | SECRETARY | NA | Control |
| HALEY, LISA, CELESTE | I | SECRETARY | NA | Control |
| HALEY, LISA, CELESTE | I | CCO | NA | Control |
| HALEY, LISA, CELESTE | I | SECRETARY | NA | Control |
| HALEY, LISA, CELESTE | I | CCO | NA | Control |
| HALEY, LISA, CELESTE | I | SECRETARY | NA | Control |
| HALEY, LISA, CELESTE | I | CCO | NA | Control |
| HALEY, LISA, CELESTE | I | SECRETARY | NA | Control |
| HALEY, LISA, CELESTE | I | CCO | NA | Control |
| HALEY, LISA, CELESTE | I | VICE PRESIDENT | NA | Control |
| HALEY, LISA, CELESTE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HALEY, LISA, CELESTE | I | VICE PRESIDENT | NA | Control |
| HALEY, LISA, CELESTE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HALEY, LISA, CELESTE | I | VICE PRESIDENT | NA | Control |
| HALEY, LISA, CELESTE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HALEY, LISA, CELESTE | I | VICE PRESIDENT | NA | Control |
| HALEY, LISA, CELESTE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HALEY, LISA, CELESTE | I | VICE PRESIDENT | NA | Control |
| HALEY, LISA, CELESTE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HALEY, LISA, CELESTE | I | VICE PRESIDENT | NA | Control |
| HALEY, LISA, CELESTE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HAYES, WILLIAM, PATRICK | I | DIRECTOR | NA | Control |
| HAYES, WILLIAM, PATRICK | I | DIRECTOR | NA | Control |
| HAYES, WILLIAM, PATRICK | I | VICE PRESIDENT, DIRECTOR | NA | |
| HAYES, WILLIAM, PATRICK | I | VICE PRESIDENT, DIRECTOR | NA | |
| HAYES, WILLIAM, PATRICK | I | VICE PRESIDENT, DIRECTOR | NA | |
| HAYES, WILLIAM, PATRICK | I | VICE PRESIDENT, DIRECTOR | NA | |
| HAYES, WILLIAM, PATRICK | I | VICE PRESIDENT, DIRECTOR | NA | |
| HAYES, WILLIAM, PATRICK | I | VICE PRESIDENT, DIRECTOR | NA | |
| HAYES, WILLIAM, PATRICK | I | VICE PRESIDENT, DIRECTOR | NA | |
| HAYES, WILLIAM, PATRICK | I | DIRECTOR | NA | Control |
| HAYES, WILLIAM, PATRICK | I | VICE PRESIDENT, DIRECTOR | NA | |
| HAYES, WILLIAM, PATRICK | I | VICE PRESIDENT, DIRECTOR | NA | |
| HEFFRON, KRISTI, J | I | CHIEF COMPLIANCE OFFICER | NA | |
| HEFFRON, KRISTI, J | I | CHIEF COMPLIANCE OFFICER | NA | |
| HUNT, DAVID, LEE | I | CHIEF COMPLIANCE OFFICER | NA | |
| HUNT, DAVID, LEE | I | CHIEF COMPLIANCE OFFICER | NA | |
| HUNT, DAVID, LEE | I | CHIEF COMPLIANCE OFFICER | NA | |
| HUNT, DAVID, LEE | I | CHIEF COMPLIANCE OFFICER | NA | |
| HUNT, DAVID, LEE | I | CHIEF COMPLIANCE OFFICER | NA | |
| HUNT, DAVID, LEE | I | CHIEF COMPLIANCE OFFICER | NA | |
| HUNT, DAVID, LEE | I | CHIEF COMPLIANCE OFFICER | NA | |
| HUNT, DAVID, LEE | I | CHIEF COMPLIANCE OFFICER | NA | |
| JALLANS, LESLIE, BERNARD | I | CHIEF COMPLIANCE OFFICER | NA | |
| JALLANS, LESLIE, BERNARD | I | CHIEF COMPLIANCE OFFICER | NA | |
| JALLANS, LESLIE, BERNARD | I | CHIEF COMPLIANCE OFFICER | NA | |
| JALLANS, LESLIE, BERNARD | I | CHIEF COMPLIANCE OFFICER | NA | |
| JALLANS, LESLIE, BERNARD | I | CHIEF COMPLIANCE OFFICER | NA | |
| JALLANS, LESLIE, BERNARD | I | CHIEF COMPLIANCE OFFICER | NA | |
| JALLANS, LESLIE, BERNARD | I | CHIEF COMPLIANCE OFFICER | NA | |
| JALLANS, LESLIE, BERNARD | I | CHIEF COMPLIANCE OFFICER | NA | |
| JALLANS, LESLIE, BERNARD | I | CHIEF COMPLIANCE OFFICER | NA | |
| JALLANS, LESLIE, BERNARD | I | CHIEF COMPLIANCE OFFICER | NA | |
| JALLANS, LESLIE, BERNARD | I | CHIEF COMPLIANCE OFFICER | NA | |
| JALLANS, LESLIE, BERNARD | I | CHIEF COMPLIANCE OFFICER | NA | |
| JALLANS, LESLIE, BERNARD | I | CHIEF COMPLIANCE OFFICER | NA | |
| JALLANS, LESLIE, BERNARD | I | CHIEF COMPLIANCE OFFICER | NA | |
| JALLANS, LESLIE, BERNARD | I | CHIEF COMPLIANCE OFFICER | NA | |
| JALLANS, LESLIE, BERNARD | I | CHIEF COMPLIANCE OFFICER | NA | |
| JALLANS, LESLIE, BERNARD | I | CHIEF COMPLIANCE OFFICER | NA | |
| JALLANS, LESLIE, BERNARD | I | CHIEF COMPLIANCE OFFICER | NA | |
| JALLANS, LESLIE, BERNARD | I | CHIEF COMPLIANCE OFFICER | NA | |
| JALLANS, LESLIE, BERNARD | I | CHIEF COMPLIANCE OFFICER | NA | |
| JALLANS, LESLIE, BERNARD | I | CHIEF COMPLIANCE OFFICER | NA | |
| JALLANS, LESLIE, BERNARD | I | CHIEF COMPLIANCE OFFICER | NA | |
| JALLANS, LESLIE, BERNARD | I | CHIEF COMPLIANCE OFFICER | NA | |
| JALLANS, LESLIE, BERNARD | I | CHIEF COMPLIANCE OFFICER | NA | |
| JALLANS, LESLIE, BERNARD | I | CHIEF COMPLIANCE OFFICER | NA | |
| JALLANS, LESLIE, BERNARD | I | CHIEF COMPLIANCE OFFICER | NA | |
| KISSINGER, WILLIAM, IRVIN | I | PRESIDENT KISSINGER FINANCIAL DIVSION | NA | |
| KISSINGER, WILLIAM, IRVIN | I | PRESIDENT KISSINGER FINANCIAL DIVSION | NA | |
| KISSINGER, WILLIAM, IRVIN | I | PRESIDENT KISSINGER FINANCIAL DIVSION | NA | |
| KISSINGER, WILLIAM, IRVIN | I | PRESIDENT KISSINGER FINANCIAL DIVSION | NA | |
| KISSINGER, WILLIAM, IRVIN | I | PRESIDENT KISSINGER FINANCIAL DIVSION | NA | |
| KISSINGER, WILLIAM, IRVIN | I | PRESIDENT KISSINGER FINANCIAL DIVSION | NA | |
| KISSINGER, WILLIAM, IRVIN | I | PRESIDENT KISSINGER FINANCIAL DIVSION | NA | |
| KISSINGER, WILLIAM, IRVIN | I | PRESIDENT KISSINGER FINANCIAL DIVSION | NA | |
| KISSINGER, WILLIAM, IRVIN | I | PRESIDENT KISSINGER FINANCIAL DIVSION | NA | |
| KISSINGER, WILLIAM, IRVIN | I | PRESIDENT KISSINGER FINANCIAL DIVSION | NA | |
| KISSINGER, WILLIAM, IRVIN | I | PRESIDENT KISSINGER FINANCIAL DIVSION | NA | |
| LESSARD, RUSSELL, JAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| LESSARD, RUSSELL, JAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| LESSARD, RUSSELL, JAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LESSARD, RUSSELL, JAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| MARTINEZ, MARGARITA, YVETTE | I | CONTROLLER | NA | |
| MARTINEZ, MARGARITA, YVETTE | I | CONTROLLER | NA | |
| MARTINEZ, MARGARITA, YVETTE | I | CONTROLLER | NA | |
| MARTINEZ, MARGARITA, YVETTE | I | CONTROLLER | NA | |
| MARTINEZ, MARGARITA, YVETTE | I | CONTROLLER | NA | |
| MARTINEZ, MARGARITA, YVETTE | I | CONTROLLER | NA | |
| MARTINEZ, MARGARITA, YVETTE | I | CONTROLLER | NA | |
| MARTINEZ, MARGARITA, YVETTE | I | CONTROLLER | NA | |
| MARTINEZ, MARGARITA, YVETTE | I | CONTROLLER | NA | |
| MCMAKEN, BRUCE, ROBERT | I | VICE PRESIDENT | NA | |
| MCMAKEN, BRUCE, ROBERT | I | VICE PRESIDENT | NA | |
| MCMAKEN, BRUCE, ROBERT | I | DIRECTOR | NA | Control |
| MCMAKEN, BRUCE, ROBERT | I | VICE PRESIDENT | NA | |
| MCMAKEN, BRUCE, ROBERT | I | VICE PRESIDENT | NA | |
| MCMAKEN, BRUCE, ROBERT | I | VICE PRESIDENT | NA | |
| MCMAKEN, BRUCE, ROBERT | I | VICE PRESIDENT | NA | |
| MCMAKEN, BRUCE, ROBERT | I | DIRECTOR | NA | Control |
| MCMAKEN, BRUCE, ROBERT | I | DIRECTOR | NA | Control |
| MCMAKEN, BRUCE, ROBERT | I | VICE PRESIDENT | NA | |
| MCMAKEN, BRUCE, ROBERT | I | VICE PRESIDENT | NA | |
| MCMAKEN, BRUCE, ROBERT | I | VICE PRESIDENT | NA | |
| MCMAKEN, BRUCE, ROBERT | I | VICE PRESIDENT | NA | |
| MCMAKEN, BRUCE, ROBERT | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| MCMAKEN, BRUCE, ROBERT | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| MCMAKEN, BRUCE, ROBERT | I | VICE PRESIDENT | NA | |
| MCMAKEN, BRUCE, ROBERT | I | VICE PRESIDENT | NA | |
| MCMAKEN, BRUCE, ROBERT | I | VICE PRESIDENT | NA | |
| MCMAKEN, BRUCE, ROBERT | I | VICE PRESIDENT | NA | |
| MCMAKEN, BRUCE, ROBERT | I | VICE PRESIDENT | NA | |
| MCMAKEN, BRUCE, ROBERT | I | VICE PRESIDENT | NA | |
| MCMAKEN, BRUCE, ROBERT | I | VICE PRESIDENT | NA | |
| MCMAKEN, BRUCE, ROBERT | I | DIRECTOR | NA | Control |
| MCMAKEN, BRUCE, ROBERT | I | DIRECTOR | NA | Control |
| MCMAKEN, BRUCE, ROBERT | I | DIRECTOR | NA | Control |
| MCMAKEN, BRUCE, ROBERT | I | DIRECTOR | NA | Control |
| MCMAKEN, BRUCE, ROBERT | I | DIRECTOR | NA | Control |
| MCMAKEN, BRUCE, ROBERT | I | DIRECTOR | NA | Control |
| MCMAKEN, BRUCE, ROBERT | I | DIRECTOR | NA | Control |
| MCMAKEN, BRUCE, ROBERT | I | DIRECTOR | NA | Control |
| MCMAKEN, BRUCE, ROBERT | I | DIRECTOR | NA | Control |
| MCMAKEN, BRUCE, ROBERT | I | DIRECTOR | NA | Control |
| MOORE, EDWARD, PHILIP | I | DIRECTOR | NA | |
| MOORE, EDWARD, PHILIP | I | DIRECTOR | NA | |
| MOORE, EDWARD, PHILIP | I | DIRECTOR | NA | |
| MOORE, EDWARD, PHILIP | I | DIRECTOR | NA | |
| MOORE, EDWARD, PHILIP | I | DIRECTOR | NA | |
| MOORE, EDWARD, PHILIP | I | DIRECTOR | NA | |
| MOORE, EDWARD, PHILIP | I | DIRECTOR | NA | |
| MOORE, EDWARD, PHILIP | I | DIRECTOR | NA | |
| MOORE, EDWARD, PHILIP | I | DIRECTOR | NA | |
| MOORE, EDWARD, PHILIP | I | DIRECTOR | NA | |
| MOORE, EDWARD, PHILIP | I | DIRECTOR | NA | |
| MOYERS, DWAYNE, ALAN | I | CIO - FT WORTH DIVISION | NA | |
| MOYERS, DWAYNE, ALAN | I | CIO - FT WORTH DIVISION | NA | |
| MOYERS, DWAYNE, ALAN | I | CIO - FT WORTH DIVISION, SENIOR VICE PRESIDENT, ASSISTANT SECRETARY AND DIRECTOR | NA | Control |
| MOYERS, DWAYNE, ALAN | I | CIO, SENIOR VICE PRESIDENT, ASSISTANT SECRETARY AND DIRECTOR | NA | Control |
| MOYERS, DWAYNE, ALAN | I | CIO, SENIOR VICE PRESIDENT, ASSISTANT SECRETARY AND DIRECTOR | NA | Control |
| MOYERS, DWAYNE, ALAN | I | CIO - FT WORTH DIVISION | NA | |
| MOYERS, DWAYNE, ALAN | I | CIO - FT WORTH DIVISION | NA | |
| MOYERS, DWAYNE, ALAN | I | CIO, SENIOR VICE PRESIDENT, ASSISTANT SECRETARY AND DIRECTOR | NA | Control |
| MOYERS, DWAYNE, ALAN | I | SR. VICE PRESIDENT | NA | |
| MOYERS, DWAYNE, ALAN | I | CIO - FT WORTH DIVISION | NA | |
| MOYERS, DWAYNE, ALAN | I | CIO, SENIOR VICE PRESIDENT, ASSISTANT SECRETARY AND DIRECTOR | NA | Control |
| MOYERS, DWAYNE, ALAN | I | CIO, SENIOR VICE PRESIDENT, ASSISTANT SECRETARY AND DIRECTOR | NA | Control |
| MOYERS, DWAYNE, ALAN | I | CIO - FT WORTH DIVISION | NA | |
| MOYERS, DWAYNE, ALAN | I | CIO - FT WORTH DIVISION | NA | |
| MOYERS, DWAYNE, ALAN | I | CIO - FT WORTH DIVISION | NA | |
| MOYERS, DWAYNE, ALAN | I | CIO - FT WORTH DIVISION | NA | |
| MOYERS, DWAYNE, ALAN | I | CIO - FT WORTH DIVISION, SENIOR VICE PRESIDENT, ASSISTANT SECRETARY AND DIRECTOR | NA | Control |
| MOYERS, DWAYNE, ALAN | I | CIO - FT WORTH DIVISION, SENIOR VICE PRESIDENT, ASSISTANT SECRETARY AND DIRECTOR | NA | Control |
| MOYERS, DWAYNE, ALAN | I | CIO - FT WORTH DIVISION | NA | |
| MOYERS, DWAYNE, ALAN | I | SR. VICE PRESIDENT | NA | |
| MOYERS, DWAYNE, ALAN | I | SR. VICE PRESIDENT | NA | |
| MOYERS, DWAYNE, ALAN | I | CIO - FT WORTH DIVISION | NA | |
| MOYERS, DWAYNE, ALAN | I | CIO - FT WORTH DIVISION | NA | |
| MOYERS, DWAYNE, ALAN | I | SR. VICE PRESIDENT | NA | |
| MOYERS, DWAYNE, ALAN | I | SR. VICE PRESIDENT | NA | |
| MOYERS, DWAYNE, ALAN | I | CIO, SENIOR VICE PRESIDENT, ASSISTANT SECRETARY AND DIRECTOR | NA | Control |
| MOYERS, DWAYNE, ALAN | I | PRESIDENT, CHIEF INVESTMENT OFFICER, SENIOR PORTFOLIO MANAGER, ASSISTANT SECRETARY AND DIRECTOR | NA | Control |
| MOYERS, DWAYNE, ALAN | I | PRESIDENT, CHIEF INVESTMENT OFFICER, DIRECTOR | NA | Control |
| MOYERS, DWAYNE, ALAN | I | PRESIDENT, CHIEF INVESTMENT OFFICER, DIRECTOR | NA | Control |
| MOYERS, DWAYNE, ALAN | I | PRESIDENT, CHIEF INVESTMENT OFFICER AND BOARD OF MANAGERS(9/2015) | NA | Control |
| MOYERS, DWAYNE, ALAN | I | PRESIDENT, ASSISTANT SECRETARY, CHIEF INVESTMENT OFFICER, SENIOR PORTFOLIO MANAGER, DIRECTOR | NA | Control |
| MOYERS, DWAYNE, ALAN | I | PRESIDENT, ASSISTANT SECRETARY, CHIEF INVESTMENT OFFICER, SENIOR PORTFOLIO MANAGER, DIRECTOR | NA | Control |
| MOYERS, DWAYNE, ALAN | I | PRESIDENT, ASSISTANT SECRETARY, CHIEF INVESTMENT OFFICER, SENIOR PORTFOLIO MANAGER, DIRECTOR | NA | Control |
| MOYERS, DWAYNE, ALAN | I | PRESIDENT, ASSISTANT SECRETARY, CHIEF INVESTMENT OFFICER, SENIOR PORTFOLIO MANAGER, DIRECTOR | NA | Control |
| MOYERS, DWAYNE, ALAN | I | PRESIDENT, ASSISTANT SECRETARY, CHIEF INVESTMENT OFFICER, SENIOR PORTFOLIO MANAGER, DIRECTOR | NA | Control |
| MOYERS, DWAYNE, ALAN | I | PRESIDENT, ASSISTANT SECRETARY, CHIEF INVESTMENT OFFICER, SENIOR PORTFOLIO MANAGER, DIRECTOR | NA | Control |
| MOYERS, DWAYNE, ALAN | I | PRESIDENT, ASSISTANT SECRETARY, CHIEF INVESTMENT OFFICER, SENIOR PORTFOLIO MANAGER, DIRECTOR | NA | Control |
| MOYERS, DWAYNE, ALAN | I | CIO, SENIOR VICE PRESIDENT, ASSISTANT SECRETARY AND DIRECTOR | NA | Control |
| MOYERS, DWAYNE, ALAN | I | CIO, SENIOR VICE PRESIDENT, ASSISTANT SECRETARY AND DIRECTOR | NA | Control |
| MOYERS, DWAYNE, ALAN | I | PRESIDENT, CHIEF INVESTMENT OFFICER, SENIOR PORTFOLIO MANAGER, ASSISTANT SECRETARY AND DIRECTOR | NA | Control |
| MOYERS, DWAYNE, ALAN | I | PRESIDENT, CHIEF INVESTMENT OFFICER, SENIOR PORTFOLIO MANAGER, ASSISTANT SECRETARY AND DIRECTOR | NA | Control |
| MOYERS, DWAYNE, ALAN | I | PRESIDENT, CHIEF INVESTMENT OFFICER, DIRECTOR | NA | Control |
| MOYERS, DWAYNE, ALAN | I | PRESIDENT, CHIEF INVESTMENT OFFICER, SENIOR PORTFOLIO MANAGER, ASSISTANT SECRETARY AND DIRECTOR | NA | Control |
| MOYERS, DWAYNE, ALAN | I | PRESIDENT, CHIEF INVESTMENT OFFICER, SENIOR PORTFOLIO MANAGER, ASSISTANT SECRETARY AND DIRECTOR | NA | Control |
| MOYERS, DWAYNE, ALAN | I | PRESIDENT, CHIEF INVESTMENT OFFICER, SENIOR PORTFOLIO MANAGER, ASSISTANT SECRETARY AND DIRECTOR | NA | Control |
| MOYERS, DWAYNE, ALAN | I | PRESIDENT, CHIEF INVESTMENT OFFICER, SENIOR PORTFOLIO MANAGER, ASSISTANT SECRETARY AND DIRECTOR | NA | Control |
| MOYERS, DWAYNE, ALAN | I | PRESIDENT, CHIEF INVESTMENT OFFICER, SENIOR PORTFOLIO MANAGER, ASSISTANT SECRETARY AND DIRECTOR | NA | Control |
| MOYERS, DWAYNE, ALAN | I | PRESIDENT, ASSISTANT SECRETARY, CHIEF INVESTMENT OFFICER, SENIOR PORTFOLIO MANAGER, DIRECTOR | NA | Control |
| MOYERS, DWAYNE, ALAN | I | PRESIDENT, CHIEF INVESTMENT OFFICER, SENIOR PORTFOLIO MANAGER, ASSISTANT SECRETARY AND DIRECTOR | NA | Control |
| MOYERS, DWAYNE, ALAN | I | PRESIDENT, CHIEF INVESTMENT OFFICER, SENIOR PORTFOLIO MANAGER, ASSISTANT SECRETARY AND DIRECTOR | NA | Control |
| MOYERS, DWAYNE, ALAN | I | PRESIDENT, ASSISTANT SECRETARY, CHIEF INVESTMENT OFFICER, SENIOR PORTFOLIO MANAGER, DIRECTOR | NA | Control |
| MOYERS, DWAYNE, ALAN | I | PRESIDENT, CHIEF INVESTMENT OFFICER, SENIOR PORTFOLIO MANAGER, ASSISTANT SECRETARY AND DIRECTOR | NA | Control |
| MOYERS, DWAYNE, ALAN | I | PRESIDENT, CHIEF INVESTMENT OFFICER AND BOARD OF MANAGERS(9/2015) | NA | Control |
| MOYERS, DWAYNE, ALAN | I | PRESIDENT, CHIEF INVESTMENT OFFICER AND BOARD OF MANAGERS(9/2015) | NA | Control |
| MOYERS, DWAYNE, ALAN | I | PRESIDENT, CHIEF INVESTMENT OFFICER AND BOARD OF MANAGERS(9/2015) | NA | Control |
| MOYERS, DWAYNE, ALAN | I | PRESIDENT, CHIEF INVESTMENT OFFICER AND BOARD OF MANAGERS(9/2015) | NA | Control |
| MOYERS, DWAYNE, ALAN | I | PRESIDENT, CHIEF INVESTMENT OFFICER AND BOARD OF MANAGERS(9/2015) | NA | Control |
| MOYERS, DWAYNE, ALAN | I | PRESIDENT, CHIEF INVESTMENT OFFICER AND BOARD OF MANAGERS(9/2015) | NA | Control |
| MOYERS, DWAYNE, ALAN | I | PRESIDENT, CHIEF INVESTMENT OFFICER AND BOARD OF MANAGERS(9/2015) | NA | Control |
| MOYERS, DWAYNE, ALAN | I | PRESIDENT, CHIEF INVESTMENT OFFICER AND BOARD OF MANAGERS(9/2015) | NA | Control |
| MOYERS, DWAYNE, ALAN | I | PRESIDENT, CHIEF INVESTMENT OFFICER AND BOARD OF MANAGERS(9/2015) | NA | Control |
| MOYERS, DWAYNE, ALAN | I | PRESIDENT, CHIEF INVESTMENT OFFICER AND BOARD OF MANAGERS(9/2015) | NA | Control |
| MOYERS, DWAYNE, ALAN | I | PRESIDENT, CHIEF INVESTMENT OFFICER AND BOARD OF MANAGERS(9/2015) | NA | Control |
| MOYERS, DWAYNE, ALAN | I | PRESIDENT, CHIEF INVESTMENT OFFICER AND BOARD OF MANAGERS(9/2015) | NA | Control |
| MOYERS, DWAYNE, ALAN | I | PRESIDENT, CHIEF INVESTMENT OFFICER AND BOARD OF MANAGERS(9/2015) | NA | Control |
| MOYERS, DWAYNE, ALAN | I | PRESIDENT, CHIEF INVESTMENT OFFICER AND BOARD OF MANAGERS(9/2015) | NA | Control |
| MOYERS, DWAYNE, ALAN | I | PRESIDENT, CHIEF INVESTMENT OFFICER AND BOARD OF MANAGERS(9/2015) | NA | Control |
| MOYERS, DWAYNE, ALAN | I | PRESIDENT, CHIEF INVESTMENT OFFICER AND BOARD OF MANAGERS(9/2015) | NA | Control |
| MOYERS, DWAYNE, ALAN | I | PRESIDENT, CHIEF INVESTMENT OFFICER AND BOARD OF MANAGERS(9/2015) | NA | Control |
| MOYERS, DWAYNE, ALAN | I | PRESIDENT, CHIEF INVESTMENT OFFICER AND BOARD OF MANAGERS(9/2015) | NA | Control |
| MOYERS, DWAYNE, ALAN | I | PRESIDENT, CHIEF INVESTMENT OFFICER AND BOARD OF MANAGERS(9/2015) | NA | Control |
| MOYERS, DWAYNE, ALAN | I | PRESIDENT, CHIEF INVESTMENT OFFICER AND BOARD OF MANAGERS(9/2015) | NA | Control |
| MOYERS, DWAYNE, ALAN | I | PRESIDENT, CHIEF INVESTMENT OFFICER AND BOARD OF MANAGERS(9/2015) | NA | Control |
| MOYERS, DWAYNE, ALAN | I | PRESIDENT, CHIEF INVESTMENT OFFICER AND BOARD OF MANAGERS(9/2015) | NA | Control |
| MOYERS, DWAYNE, ALAN | I | PRESIDENT, CHIEF INVESTMENT OFFICER AND BOARD OF MANAGERS(9/2015) | NA | Control |
| MOYERS, DWAYNE, ALAN | I | PRESIDENT, CHIEF INVESTMENT OFFICER AND BOARD OF MANAGERS(9/2015) | NA | Control |
| MOYERS, DWAYNE, ALAN | I | PRESIDENT, CHIEF INVESTMENT OFFICER AND BOARD OF MANAGERS(9/2015) | NA | Control |
| MOYERS, DWAYNE, ALAN | I | PRESIDENT, CHIEF INVESTMENT OFFICER AND BOARD OF MANAGERS(9/2015) | NA | Control |
| MOYERS, DWAYNE, ALAN | I | PRESIDENT, CHIEF INVESTMENT OFFICER AND BOARD OF MANAGERS(9/2015) | NA | Control |
| MOYERS, DWAYNE, ALAN | I | PRESIDENT, CHIEF INVESTMENT OFFICER AND BOARD OF MANAGERS(9/2015) | NA | Control |
| MOYERS, DWAYNE, ALAN | I | PRESIDENT, CHIEF INVESTMENT OFFICER AND BOARD OF MANAGERS(9/2015) | NA | Control |
| NEFF, MORGAN, DUVALL | I | VICE PRESIDENT, SENIOR PORTFOLIO MANAGER | NA | |
| NEFF, MORGAN, DUVALL | I | VICE PRESIDENT | NA | Control |
| NEFF, MORGAN, DUVALL | I | VICE PRESIDENT | NA | Control |
| NEFF, MORGAN, DUVALL | I | VICE PRESIDENT, SENIOR PORTFOLIO MANAGER | NA | |
| NEFF, MORGAN, DUVALL | I | VICE PRESIDENT, SENIOR PORTFOLIO MANAGER | NA | |
| NEFF, MORGAN, DUVALL | I | VICE PRESIDENT, SENIOR PORTFOLIO MANAGER | NA | |
| NEFF, MORGAN, DUVALL | I | VICE PRESIDENT, SENIOR PORTFOLIO MANAGER | NA | |
| NEFF, MORGAN, DUVALL | I | VICE PRESIDENT, SENIOR PORTFOLIO MANAGER | NA | |
| NEFF, MORGAN, DUVALL | I | VICE PRESIDENT, SENIOR PORTFOLIO MANAGER | NA | |
| NEFF, MORGAN, DUVALL | I | VICE PRESIDENT, SENIOR PORTFOLIO MANAGER | NA | |
| NEFF, MORGAN, DUVALL | I | VICE PRESIDENT, SENIOR PORTFOLIO MANAGER AND HEAD TRADER | NA | |
| NEFF, MORGAN, DUVALL | I | VICE PRESIDENT, SENIOR PORTFOLIO MANAGER AND HEAD TRADER | NA | |
| NEFF, MORGAN, DUVALL | I | VICE PRESIDENT | NA | Control |
| NEFF, MORGAN, DUVALL | I | VICE PRESIDENT, SENIOR PORTFOLIO MANAGER AND HEAD TRADER | NA | |
| NEFF, MORGAN, DUVALL | I | VICE PRESIDENT, SENIOR PORTFOLIO MANAGER AND HEAD TRADER | NA | |
| NEFF, MORGAN, DUVALL | I | VICE PRESIDENT, SENIOR PORTFOLIO MANAGER AND HEAD TRADER | NA | |
| NEFF, MORGAN, DUVALL | I | VICE PRESIDENT, SENIOR PORTFOLIO MANAGER | NA | |
| NEFF, MORGAN, DUVALL | I | VICE PRESIDENT, SENIOR PORTFOLIO MANAGER | NA | |
| NEFF, MORGAN, DUVALL | I | VICE PRESIDENT, SENIOR PORTFOLIO MANAGER | NA | |
| NEFF, MORGAN, DUVALL | I | VICE PRESIDENT, SENIOR PORTFOLIO MANAGER | NA | |
| NEFF, MORGAN, DUVALL | I | VICE PRESIDENT, SENIOR PORTFOLIO MANAGER AND HEAD TRADER | NA | |
| NEFF, MORGAN, DUVALL | I | VICE PRESIDENT, SENIOR PORTFOLIO MANAGER | NA | |
| NEFF, MORGAN, DUVALL | I | VICE PRESIDENT, SENIOR PORTFOLIO MANAGER AND HEAD TRADER | NA | |
| RUDNITSKY, DANIEL, ALAN | I | SENIOR VICE PRESIDENT | NA | Control |
| RUDNITSKY, DANIEL, ALAN | I | SENIOR VICE PRESIDENT | NA | Control |
| RUDNITSKY, DANIEL, ALAN | I | SENIOR VICE PRESIDENT | NA | Control |
| RUDNITSKY, DANIEL, ALAN | I | SENIOR VICE PRESIDENT | NA | Control |
| RUDNITSKY, DANIEL, ALAN | I | SENIOR VICE PRESIDENT | NA | Control |
| RUDNITSKY, DANIEL, ALAN | I | SENIOR VICE PRESIDENT | NA | Control |
| RUDNITSKY, DANIEL, ALAN | I | SENIOR VICE PRESIDENT | NA | Control |
| RUDNITSKY, DANIEL, ALAN | I | SENIOR VICE PRESIDENT | NA | Control |
| RUDNITSKY, DANIEL, ALAN | I | SENIOR VICE PRESIDENT | NA | Control |
| RUDNITSKY, DANIEL, ALAN | I | SENIOR VICE PRESIDENT | NA | Control |
| RUDNITSKY, DANIEL, ALAN | I | SENIOR VICE PRESIDENT | NA | Control |
| RUDNITSKY, DANIEL, ALAN | I | SENIOR VICE PRESIDENT | NA | Control |
| RUDNITSKY, DANIEL, ALAN | I | SENIOR VICE PRESIDENT | NA | Control |
| RUDNITSKY, DANIEL, ALAN | I | SENIOR VICE PRESIDENT | NA | Control |
| RUDNITSKY, DANIEL, ALAN | I | SENIOR VICE PRESIDENT | NA | Control |
| RUDNITSKY, DANIEL, ALAN | I | SENIOR VICE PRESIDENT | NA | Control |
| RUDNITSKY, DANIEL, ALAN | I | SENIOR VICE PRESIDENT | NA | Control |
| RUDNITSKY, DANIEL, ALAN | I | SENIOR VICE PRESIDENT | NA | Control |
| RUDNITSKY, DANIEL, ALAN | I | SENIOR VICE PRESIDENT | NA | Control |
| RUDNITSKY, DANIEL, ALAN | I | SENIOR VICE PRESIDENT | NA | Control |
| RUDNITSKY, DANIEL, ALAN | I | SENIOR VICE PRESIDENT | NA | Control |
| RUDNITSKY, DANIEL, ALAN | I | SENIOR VICE PRESIDENT | NA | Control |
| RUDNITSKY, DANIEL, ALAN | I | SENIOR VICE PRESIDENT | NA | Control |
| RUDNITSKY, DANIEL, ALAN | I | SENIOR VICE PRESIDENT | NA | Control |
| RUDNITSKY, DANIEL, ALAN | I | SENIOR VICE PRESIDENT | NA | Control |
| RUDNITSKY, DANIEL, ALAN | I | SENIOR VICE PRESIDENT | NA | Control |
| RUDNITSKY, DANIEL, ALAN | I | SENIOR VICE PRESIDENT | NA | Control |
| RUDNITSKY, DANIEL, ALAN | I | SENIOR VICE PRESIDENT | NA | Control |
| SHAILER, DAVID, RUSSELL | I | MANAGING DIRECTOR DOUGLAS NOYES DIVISION | NA | |
| SHAILER, DAVID, RUSSELL | I | EXECUTIVE VICE PRESIDENT DOUGLAS NOYES DIVISION | NA | |
| SHAILER, DAVID, RUSSELL | I | MANAGING DIRECTOR DOUGLAS NOYES DIVISION | NA | |
| SHAILER, DAVID, RUSSELL | I | MANAGING DIRECTOR DOUGLAS NOYES DIVISION | NA | |
| SHAILER, DAVID, RUSSELL | I | MANAGING DIRECTOR DOUGLAS NOYES DIVISION | NA | |
| UNGER, JOHN, THOMAS | I | SENIOR VICE PRESIDENT, GENERAL COUNSEL AND ASSISTANT SECRETARY | NA | |
| UNGER, JOHN, THOMAS | I | SENIOR VICE PRESIDENT, GENERAL COUNSEL AND ASSISTANT SECRETARY | NA | |
| UNGER, JOHN, THOMAS | I | SENIOR VICE PRESIDENT, GENERAL COUNSEL AND ASSISTANT SECRETARY | NA | |
| UNGER, JOHN, THOMAS | I | SENIOR VICE PRESIDENT, GENERAL COUNSEL AND ASSISTANT SECRETARY | NA | |
| UNGER, JOHN, THOMAS | I | SENIOR VICE PRESIDENT, GENERAL COUNSEL AND ASSISTANT SECRETARY | NA | |
| UNGER, JOHN, THOMAS | I | SENIOR VICE PRESIDENT, GENERAL COUNSEL AND ASSISTANT SECRETARY | NA | |
| UNGER, JOHN, THOMAS | I | SENIOR VICE PRESIDENT, GENERAL COUNSEL AND ASSISTANT SECRETARY | NA | |
| UNGER, JOHN, THOMAS | I | SENIOR VICE PRESIDENT, GENERAL COUNSEL AND ASSISTANT SECRETARY | NA | |
| UNGER, JOHN, THOMAS | I | SENIOR VICE PRESIDENT, GENERAL COUNSEL AND ASSISTANT SECRETARY | NA | |
| UNGER, JOHN, THOMAS | I | SENIOR VICE PRESIDENT, GENERAL COUNSEL AND ASSISTANT SECRETARY | NA | |
| UNGER, JOHN, THOMAS | I | SENIOR VICE PRESIDENT, GENERAL COUNSEL AND ASSISTANT SECRETARY | NA | |
| MOYERS ORGANIZATION, LLC | DE | MEMBER | E | Control |
| MOYERS ORGANIZATION, LLC | DE | MEMBER | E | Control |
| MOYERS ORGANIZATION, LLC | DE | MEMBER | E | Control |
| MOYERS ORGANIZATION, LLC | DE | MEMBER | E | Control |
| MOYERS ORGANIZATION, LLC | DE | MEMBER | E | Control |
| MOYERS ORGANIZATION, LLC | DE | MEMBER | E | Control |
| MOYERS ORGANIZATION, LLC | DE | MEMBER | E | Control |
| MOYERS ORGANIZATION, LLC | DE | MEMBER | E | Control |
| MOYERS ORGANIZATION, LLC | DE | MEMBER | E | Control |
| MOYERS ORGANIZATION, LLC | DE | MEMBER | E | Control |
| MOYERS ORGANIZATION, LLC | DE | MEMBER | E | Control |
| MOYERS ORGANIZATION, LLC | DE | MEMBER | E | Control |
| MOYERS ORGANIZATION, LLC | DE | MEMBER | E | Control |
| MOYERS ORGANIZATION, LLC | DE | MEMBER | E | Control |
| MOYERS ORGANIZATION, LLC | DE | MEMBER | E | Control |
| MOYERS ORGANIZATION, LLC | DE | MEMBER | E | Control |
| MOYERS ORGANIZATION, LLC | DE | MEMBER | E | Control |
| MOYERS ORGANIZATION, LLC | DE | MEMBER | E | Control |
| MOYERS ORGANIZATION, LLC | DE | MEMBER | E | Control |
| MOYERS ORGANIZATION, LLC | DE | MEMBER | E | Control |
| MOYERS ORGANIZATION, LLC | DE | MEMBER | E | Control |
| MOYERS, DWAYNE, ALAN | I | PRESIDENT, CHIEF INVESTMENT OFFICER AND BOARD OF MANAGERS(9/2015) | E | Control |
| MOYERS, DWAYNE, ALAN | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MOYERS, DWAYNE, ALAN | I | PRESIDENT, CHIEF INVESTMENT OFFICER AND BOARD OF MANAGERS(9/2015) | E | Control |
| MOYERS, DWAYNE, ALAN | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MOYERS, DWAYNE, ALAN | I | PRESIDENT, CHIEF INVESTMENT OFFICER AND BOARD OF MANAGERS(9/2015) | E | Control |
| MOYERS, DWAYNE, ALAN | I | PRESIDENT, CHIEF INVESTMENT OFFICER AND BOARD OF MANAGERS(9/2015) | E | Control |
| MOYERS, DWAYNE, ALAN | I | CHIEF COMPLIANCE OFFICER | E | Control |
| PINNACLE GLOBAL GROUP, INC. | DE | SHAREHOLDER | E | Control |
| PINNACLE SUMMER INVESTMENTS, INC. | DE | PARENT COMPANY/SHAREHOLDER | E | Control |
| PINNACLE SUMMER INVESTMENTS, INC. | DE | PARENT COMPANY/SHAREHOLDER | E | Control |
| SANDERS MORRIS HARRIS GROUP INC. | DE | PARENT COMPANY/SHAREHOLDER | E | Control |
| SANDERS MORRIS HARRIS GROUP INC. | DE | PARENT COMPANY/SHAREHOLDER | E | Control |
| SANDERS MORRIS HARRIS GROUP INC. | DE | PARENT COMPANY/SHAREHOLDER | E | Control |
| SANDERS MORRIS HARRIS GROUP INC. | DE | PARENT COMPANY/SHAREHOLDER | E | Control |
| SANDERS MORRIS HARRIS GROUP INC. | DE | PARENT COMPANY/SHAREHOLDER | E | Control |
| SANDERS MORRIS HARRIS GROUP INC. | DE | PARENT COMPANY/SHAREHOLDER | E | Control |
| SANDERS MORRIS HARRIS GROUP INC. | DE | PARENT COMPANY/SHAREHOLDER | E | Control |
| SANDERS MORRIS HARRIS GROUP INC. | DE | PARENT COMPANY/SHAREHOLDER | E | Control |
| SANDERS MORRIS HARRIS GROUP INC. | DE | PARENT COMPANY/SHAREHOLDER | E | Control |
| SANDERS MORRIS HARRIS GROUP INC. | DE | PARENT COMPANY/SHAREHOLDER | E | Control |
| SANDERS MORRIS HARRIS GROUP INC. | DE | PARENT COMPANY/SHAREHOLDER | E | Control |
| SANDERS MORRIS HARRIS GROUP INC. | DE | PARENT COMPANY/SHAREHOLDER | E | Control |
| SANDERS MORRIS HARRIS GROUP INC. | DE | PARENT COMPANY/SHAREHOLDER | E | Control |
| SANDERS MORRIS HARRIS GROUP INC. | DE | PARENT COMPANY/SHAREHOLDER | E | Control |
| SANDERS MORRIS HARRIS GROUP INC. | DE | PARENT COMPANY/SHAREHOLDER | E | Control |
| SANDERS MORRIS HARRIS GROUP INC. | DE | PARENT COMPANY/SHAREHOLDER | E | Control |
| SANDERS MORRIS HARRIS GROUP INC. | DE | PARENT COMPANY/SHAREHOLDER | E | Control |
| SANDERS MORRIS HARRIS GROUP INC. | DE | PARENT COMPANY/SHAREHOLDER | E | Control |
| SANDERS MORRIS HARRIS GROUP INC. | DE | PARENT COMPANY/SHAREHOLDER | E | Control |
| SANDERS MORRIS HARRIS GROUP INC. | DE | PARENT COMPANY/SHAREHOLDER | E | Control |
| SANDERS MORRIS HARRIS GROUP INC. | DE | PARENT COMPANY/SHAREHOLDER | E | Control |
| SANDERS MORRIS HARRIS GROUP INC. | DE | PARENT COMPANY/SHAREHOLDER | E | Control |
| SANDERS MORRIS HARRIS GROUP INC. | DE | PARENT COMPANY/SHAREHOLDER | E | Control |
| SUMMER WEALTH MANAGEMENT, LLC | DE | SHAREHOLDER | E | Control |
| SUMMER WEALTH MANAGEMENT, LLC | DE | SHAREHOLDER | E | Control |
| SUMMER WEALTH MANAGEMENT, LLC | DE | MEMBER | E | Control |
| SUMMER WEALTH MANAGEMENT, LLC | DE | SHAREHOLDER | E | Control |
| SUMMER WEALTH MANAGEMENT, LLC | DE | MEMBER | E | Control |
| SUMMER WEALTH MANAGEMENT, LLC | DE | MEMBER | E | Control |
| SUMMER WEALTH MANAGEMENT, LLC | DE | MEMBER | E | Control |
| SUMMER WEALTH MANAGEMENT, LLC | DE | MEMBER | E | Control |
| SUMMER WEALTH MANAGEMENT, LLC | DE | MEMBER | E | Control |
| SUMMER WEALTH MANAGEMENT, LLC | DE | MEMBER | E | Control |
| SUMMER WEALTH MANAGEMENT, LLC | DE | MEMBER | E | Control |
| SUMMER WEALTH MANAGEMENT, LLC | DE | MEMBER | E | Control |
| THE EDELMAN FINANCIAL GROUP INC. | DE | PARENT COMPANY/SHAREHOLDER | E | Control |
| THE EDELMAN FINANCIAL GROUP INC. | DE | PARENT COMPANY/SHAREHOLDER | E | Control |
| THE EDELMAN FINANCIAL GROUP INC. | DE | PARENT COMPANY/SHAREHOLDER | E | Control |
| THE EDELMAN FINANCIAL GROUP INC. | DE | PARENT COMPANY/SHAREHOLDER | E | Control |
| THE EDELMAN FINANCIAL GROUP INC. | DE | PARENT COMPANY/SHAREHOLDER | E | Control |
| THE EDELMAN FINANCIAL GROUP INC. | DE | PARENT COMPANY/SHAREHOLDER | E | Control |
| THE EDELMAN FINANCIAL GROUP INC. | DE | PARENT COMPANY/SHAREHOLDER | E | Control |
| THE EDELMAN FINANCIAL GROUP INC. | DE | PARENT COMPANY/SHAREHOLDER | E | Control |
| THE EDELMAN FINANCIAL GROUP INC. | DE | PARENT COMPANY/SHAREHOLDER | E | Control |
| THE EDELMAN FINANCIAL GROUP INC. | DE | PARENT COMPANY/SHAREHOLDER | E | Control |
| THE EDELMAN FINANCIAL GROUP INC. | DE | PARENT COMPANY/SHAREHOLDER | E | Control |
| THE EDELMAN FINANCIAL GROUP INC. | DE | PARENT COMPANY/SHAREHOLDER | E | Control |
| THE EDELMAN FINANCIAL GROUP INC. | DE | PARENT COMPANY/SHAREHOLDER | E | Control |
| THE EDELMAN FINANCIAL GROUP INC. | DE | PARENT COMPANY/SHAREHOLDER | E | Control |
| THE EDELMAN FINANCIAL GROUP INC. | DE | PARENT COMPANY/SHAREHOLDER | E | Control |
| THE EDELMAN FINANCIAL GROUP INC. | DE | PARENT COMPANY/SHAREHOLDER | E | Control |
| THE EDELMAN FINANCIAL GROUP INC. | DE | PARENT COMPANY/SHAREHOLDER | E | Control |
| THE EDELMAN FINANCIAL GROUP INC. | DE | PARENT COMPANY/SHAREHOLDER | E | Control |
| THE EDELMAN FINANCIAL GROUP INC. | DE | PARENT COMPANY/SHAREHOLDER | E | Control |
| THE EDELMAN FINANCIAL GROUP INC. | DE | PARENT COMPANY/SHAREHOLDER | E | Control |
| THE EDELMAN FINANCIAL GROUP INC. | DE | PARENT COMPANY/SHAREHOLDER | E | Control |
| THE EDELMAN FINANCIAL GROUP INC. | DE | PARENT COMPANY/SHAREHOLDER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| AWP GP LLC | DE | AWP I LP | F | Control |
| AWP GP LLC | DE | AWP I LP | F | Control |
| AWP GP LLC | DE | AWP I LP | F | Control |
| AWP GP LLC | DE | AWP I LP | F | Control |
| AWP GP LLC | DE | AWP I LP | F | Control |
| AWP GP LLC | DE | AWP I LP | F | Control |
| AWP GP LLC | DE | AWP I LP | F | Control |
| AWP GP LLC | DE | AWP I LP | F | Control |
| AWP GP LLC | DE | AWP I LP | F | Control |
| BALL, GEORGE, LESTER | I | THE EDELMAN FINANCIAL GROUP INC. | F | Control |
| BALL, GEORGE, LESTER | I | LEE SUMMER GP, LLC | F | Control |
| BALL, GEORGE, LESTER | I | SUMMER HOLDINGS I, LLC | F | Control |
| BALL, GEORGE, LESTER | I | LEE SUMMER GP, LLC | F | Control |
| BALL, GEORGE, LESTER | I | SUMMER WEALTH MANAGEMENT, LLC | F | Control |
| BALL, GEORGE, LESTER | I | SUMMER HOLDINGS I, LLC | F | Control |
| BALL, GEORGE, LESTER | I | LEE SUMMER GP, LLC | F | Control |
| BALL, GEORGE, LESTER | I | SUMMER WEALTH MANAGEMENT, LLC | F | Control |
| BALL, GEORGE, LESTER | I | SUMMER WEALTH MANAGEMENT, LLC | F | Control |
| BALL, GEORGE, LESTER | I | AWP GP LLC | F | Control |
| BALL, GEORGE, LESTER | I | THE EDELMAN FINANCIAL GROUP INC. | F | Control |
| BALL, GEORGE, LESTER | I | LEE SUMMER GP, LLC | F | Control |
| BALL, GEORGE, LESTER | I | THE EDELMAN FINANCIAL GROUP INC. | F | Control |
| BALL, GEORGE, LESTER | I | LEE SUMMER GP, LLC | F | Control |
| BALL, GEORGE, LESTER | I | THE EDELMAN FINANCIAL GROUP INC. | F | Control |
| BALL, GEORGE, LESTER | I | LEE SUMMER GP, LLC | F | Control |
| BALL, GEORGE, LESTER | I | THE EDELMAN FINANCIAL GROUP INC. | F | Control |
| BALL, GEORGE, LESTER | I | LEE SUMMER GP, LLC | F | Control |
| BALL, GEORGE, LESTER | I | THE EDELMAN FINANCIAL GROUP INC. | F | Control |
| BALL, GEORGE, LESTER | I | LEE SUMMER GP, LLC | F | Control |
| BALL, GEORGE, LESTER | I | PINNACLE SUMMER INVESTMENTS, INC. | F | Control |
| BALL, GEORGE, LESTER | I | LEE SUMMER GP, LLC | F | Control |
| BALL, GEORGE, LESTER | I | PINNACLE SUMMER INVESTMENTS, INC. | F | Control |
| BALL, GEORGE, LESTER | I | LEE SUMMER GP, LLC | F | Control |
| BALL, GEORGE, LESTER | I | SUMMER HOLDINGS I, LLC | F | Control |
| BALL, GEORGE, LESTER | I | LEE SUMMER GP, LLC | F | Control |
| BALL, GEORGE, LESTER | I | SUMMER WEALTH MANAGEMENT, LLC | F | Control |
| BALL, GEORGE, LESTER | I | THE EDELMAN FINANCIAL GROUP INC. | F | Control |
| BALL, GEORGE, LESTER | I | LEE SUMMER GP, LLC | F | Control |
| BALL, GEORGE, LESTER | I | THE EDELMAN FINANCIAL GROUP INC. | F | Control |
| BALL, GEORGE, LESTER | I | LEE SUMMER GP, LLC | F | Control |
| BALL, GEORGE, LESTER | I | THE EDELMAN FINANCIAL GROUP INC. | F | Control |
| BALL, GEORGE, LESTER | I | LEE SUMMER GP, LLC | F | Control |
| BALL, GEORGE, LESTER | I | THE EDELMAN FINANCIAL GROUP INC. | F | Control |
| BALL, GEORGE, LESTER | I | LEE SUMMER GP, LLC | F | Control |
| BALL, GEORGE, LESTER | I | THE EDELMAN FINANCIAL GROUP INC. | F | Control |
| BALL, GEORGE, LESTER | I | LEE SUMMER GP, LLC | F | Control |
| BALL, GEORGE, LESTER | I | THE EDELMAN FINANCIAL GROUP INC. | F | Control |
| BALL, GEORGE, LESTER | I | LEE SUMMER GP, LLC | F | Control |
| BALL, GEORGE, LESTER | I | THE EDELMAN FINANCIAL GROUP INC. | F | Control |
| BALL, GEORGE, LESTER | I | LEE SUMMER GP, LLC | F | Control |
| BALL, GEORGE, LESTER | I | SUMMER WEALTH MANAGEMENT, LLC | F | Control |
| BALL, GEORGE, LESTER | I | AWP GP LLC | F | Control |
| BALL, GEORGE, LESTER | I | SUMMER WEALTH MANAGEMENT, LLC | F | Control |
| BALL, GEORGE, LESTER | I | AWP GP LLC | F | Control |
| BALL, GEORGE, LESTER | I | SUMMER WEALTH MANAGEMENT, LLC | F | Control |
| BALL, GEORGE, LESTER | I | AWP GP LLC | F | Control |
| CHAZE, RENE, EMILE | I | SUMMER WEALTH MANAGEMENT, LLC | F | Control |
| CHAZE, RENE, EMILE | I | SUMMER WEALTH MANAGEMENT, LLC | F | Control |
| CHAZE, RENE, EMILE | I | SUMMER WEALTH MANAGEMENT, LLC | F | Control |
| CHAZE, RENE, EMILE | I | SUMMER WEALTH MANAGEMENT, LLC | F | Control |
| CHAZE, RENE, EMILE | I | SUMMER WEALTH MANAGEMENT, LLC | F | Control |
| CHAZE, RENE, EMILE | I | SUMMER WEALTH MANAGEMENT, LLC | F | Control |
| CHAZE, RENE, EMILE | I | SUMMER WEALTH MANAGEMENT, LLC | F | Control |
| DEEM, HOLLY, DAY | I | AWP GP LLC | F | Control |
| DEEM, HOLLY, DAY | I | AWP GP LLC | F | Control |
| DEEM, HOLLY, DAY | I | AWP GP LLC | F | Control |
| DEEM, HOLLY, DAY | I | AWP GP LLC | F | Control |
| DEEM, HOLLY, DAY | I | AWP GP LLC | F | Control |
| DEEM, HOLLY, DAY | I | AWP GP LLC | F | Control |
| EDELMAN, FREDRIC, MARK | I | THE EDELMAN FINANCIAL GROUP INC | F | Control |
| EDELMAN, FREDRIC, MARK | I | LEE SUMMER GP, LLC | F | Control |
| EDELMAN, FREDRIC, MARK | I | SUMMER HOLDINGS 1, LLC | F | Control |
| EDELMAN, FREDRIC, MARK | I | LEE SUMMER GP, LLC | F | Control |
| EDELMAN, FREDRIC, MARK | I | SUMMER HOLDINGS 1, LLC | F | Control |
| EDELMAN, FREDRIC, MARK | I | LEE SUMMER GP, LLC | F | Control |
| EDELMAN, FREDRIC, MARK | I | THE EDELMAN FINANCIAL GROUP INC | F | Control |
| EDELMAN, FREDRIC, MARK | I | LEE SUMMER GP, LLC | F | Control |
| EDELMAN, FREDRIC, MARK | I | THE EDELMAN FINANCIAL GROUP INC | F | Control |
| EDELMAN, FREDRIC, MARK | I | LEE SUMMER GP, LLC | F | Control |
| EDELMAN, FREDRIC, MARK | I | THE EDELMAN FINANCIAL GROUP INC | F | Control |
| EDELMAN, FREDRIC, MARK | I | LEE SUMMER GP, LLC | F | Control |
| EDELMAN, FREDRIC, MARK | I | THE EDELMAN FINANCIAL GROUP INC | F | Control |
| EDELMAN, FREDRIC, MARK | I | LEE SUMMER GP, LLC | F | Control |
| EDELMAN, FREDRIC, MARK | I | THE EDELMAN FINANCIAL GROUP INC | F | Control |
| EDELMAN, FREDRIC, MARK | I | LEE SUMMER GP, LLC | F | Control |
| EDELMAN, FREDRIC, MARK | I | PINNACLE SUMMER INVESTMENTS, INC. | F | Control |
| EDELMAN, FREDRIC, MARK | I | LEE SUMMER GP, LLC | F | Control |
| EDELMAN, FREDRIC, MARK | I | PINNACLE SUMMER INVESTMENTS, INC. | F | Control |
| EDELMAN, FREDRIC, MARK | I | LEE SUMMER GP, LLC | F | Control |
| EDELMAN, FREDRIC, MARK | I | SUMMER HOLDINGS 1, LLC | F | Control |
| EDELMAN, FREDRIC, MARK | I | LEE SUMMER GP, LLC | F | Control |
| EDELMAN, FREDRIC, MARK | I | THE EDELMAN FINANCIAL GROUP INC | F | Control |
| EDELMAN, FREDRIC, MARK | I | LEE SUMMER GP, LLC | F | Control |
| EDELMAN, FREDRIC, MARK | I | THE EDELMAN FINANCIAL GROUP INC | F | Control |
| EDELMAN, FREDRIC, MARK | I | LEE SUMMER GP, LLC | F | Control |
| EDELMAN, FREDRIC, MARK | I | THE EDELMAN FINANCIAL GROUP INC | F | Control |
| EDELMAN, FREDRIC, MARK | I | LEE SUMMER GP, LLC | F | Control |
| EDELMAN, FREDRIC, MARK | I | THE EDELMAN FINANCIAL GROUP INC | F | Control |
| EDELMAN, FREDRIC, MARK | I | LEE SUMMER GP, LLC | F | Control |
| EDELMAN, FREDRIC, MARK | I | THE EDELMAN FINANCIAL GROUP INC | F | Control |
| EDELMAN, FREDRIC, MARK | I | LEE SUMMER GP, LLC | F | Control |
| EDELMAN, FREDRIC, MARK | I | THE EDELMAN FINANCIAL GROUP INC | F | Control |
| EDELMAN, FREDRIC, MARK | I | LEE SUMMER GP, LLC | F | Control |
| EDELMAN, FREDRIC, MARK | I | THE EDELMAN FINANCIAL GROUP INC | F | Control |
| EDELMAN, FREDRIC, MARK | I | LEE SUMMER GP, LLC | F | Control |
| GORMLEY, MARK, KEVIN | I | THE EDELMAN FINANCIAL GROUP INC. | F | Control |
| GORMLEY, MARK, KEVIN | I | LEE SUMMER GP. LLC | F | Control |
| GORMLEY, MARK, KEVIN | I | SUMMER HOLDINGS 1, LLC | F | Control |
| GORMLEY, MARK, KEVIN | I | LEE SUMMER GP. LLC | F | Control |
| GORMLEY, MARK, KEVIN | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| GORMLEY, MARK, KEVIN | I | SUMMER HOLDINGS 1, LLC | F | Control |
| GORMLEY, MARK, KEVIN | I | LEE SUMMER GP. LLC | F | Control |
| GORMLEY, MARK, KEVIN | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| GORMLEY, MARK, KEVIN | I | AWP GP LLC | F | Control |
| GORMLEY, MARK, KEVIN | I | THE EDELMAN FINANCIAL GROUP INC. | F | Control |
| GORMLEY, MARK, KEVIN | I | LEE SUMMER GP. LLC | F | Control |
| GORMLEY, MARK, KEVIN | I | THE EDELMAN FINANCIAL GROUP INC. | F | Control |
| GORMLEY, MARK, KEVIN | I | LEE SUMMER GP. LLC | F | Control |
| GORMLEY, MARK, KEVIN | I | THE EDELMAN FINANCIAL GROUP INC. | F | Control |
| GORMLEY, MARK, KEVIN | I | LEE SUMMER GP. LLC | F | Control |
| GORMLEY, MARK, KEVIN | I | THE EDELMAN FINANCIAL GROUP INC. | F | Control |
| GORMLEY, MARK, KEVIN | I | LEE SUMMER GP. LLC | F | Control |
| GORMLEY, MARK, KEVIN | I | THE EDELMAN FINANCIAL GROUP INC. | F | Control |
| GORMLEY, MARK, KEVIN | I | LEE SUMMER GP. LLC | F | Control |
| GORMLEY, MARK, KEVIN | I | PINNACLE SUMMER INVESTMENTS, INC. | F | Control |
| GORMLEY, MARK, KEVIN | I | LEE SUMMER GP. LLC | F | Control |
| GORMLEY, MARK, KEVIN | I | PINNACLE SUMMER INVESTMENTS, INC. | F | Control |
| GORMLEY, MARK, KEVIN | I | LEE SUMMER GP. LLC | F | Control |
| GORMLEY, MARK, KEVIN | I | SUMMER HOLDINGS 1, LLC | F | Control |
| GORMLEY, MARK, KEVIN | I | LEE SUMMER GP. LLC | F | Control |
| GORMLEY, MARK, KEVIN | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| GORMLEY, MARK, KEVIN | I | THE EDELMAN FINANCIAL GROUP INC. | F | Control |
| GORMLEY, MARK, KEVIN | I | LEE SUMMER GP. LLC | F | Control |
| GORMLEY, MARK, KEVIN | I | THE EDELMAN FINANCIAL GROUP INC. | F | Control |
| GORMLEY, MARK, KEVIN | I | LEE SUMMER GP. LLC | F | Control |
| GORMLEY, MARK, KEVIN | I | THE EDELMAN FINANCIAL GROUP INC. | F | Control |
| GORMLEY, MARK, KEVIN | I | LEE SUMMER GP. LLC | F | Control |
| GORMLEY, MARK, KEVIN | I | THE EDELMAN FINANCIAL GROUP INC. | F | Control |
| GORMLEY, MARK, KEVIN | I | LEE SUMMER GP. LLC | F | Control |
| GORMLEY, MARK, KEVIN | I | THE EDELMAN FINANCIAL GROUP INC. | F | Control |
| GORMLEY, MARK, KEVIN | I | LEE SUMMER GP. LLC | F | Control |
| GORMLEY, MARK, KEVIN | I | THE EDELMAN FINANCIAL GROUP INC. | F | Control |
| GORMLEY, MARK, KEVIN | I | LEE SUMMER GP. LLC | F | Control |
| GORMLEY, MARK, KEVIN | I | THE EDELMAN FINANCIAL GROUP INC. | F | Control |
| GORMLEY, MARK, KEVIN | I | LEE SUMMER GP. LLC | F | Control |
| GORMLEY, MARK, KEVIN | I | AWP GP LLC | F | Control |
| GORMLEY, MARK, KEVIN | I | AWP GP LLC | F | Control |
| GORMLEY, MARK, KEVIN | I | AWP GP LLC | F | Control |
| GORMLEY, MARK, KEVIN | I | AWP GP LLC | F | Control |
| GORMLEY, MARK, KEVIN | I | AWP GP LLC | F | Control |
| GORMLEY, MARK, KEVIN | I | AWP GP LLC | F | Control |
| GORMLEY, MARK, KEVIN | I | AWP GP LLC | F | Control |
| GORMLEY, MARK, KEVIN | I | AWP GP LLC | F | Control |
| HOCHBERG, BENJAMIN | I | THE EDELMAN FINANCIAL GROUP INC. | F | Control |
| HOCHBERG, BENJAMIN | I | LEE SUMMER GP, LLC | F | Control |
| HOCHBERG, BENJAMIN | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| HOCHBERG, BENJAMIN | I | THE EDELMAN FINANCIAL GROUP INC. | F | Control |
| HOCHBERG, BENJAMIN | I | LEE SUMMER GP, LLC | F | Control |
| HOCHBERG, BENJAMIN | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| HOCHBERG, BENJAMIN | I | THE EDELMAN FINANCIAL GROUP INC. | F | Control |
| HOCHBERG, BENJAMIN | I | LEE SUMMER GP, LLC | F | Control |
| HOCHBERG, BENJAMIN | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| HOCHBERG, BENJAMIN | I | THE EDELMAN FINANCIAL GROUP INC. | F | Control |
| HOCHBERG, BENJAMIN | I | LEE SUMMER GP, LLC | F | Control |
| HOCHBERG, BENJAMIN | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| HOCHBERG, BENJAMIN | I | THE EDELMAN FINANCIAL GROUP INC. | F | Control |
| HOCHBERG, BENJAMIN | I | LEE SUMMER GP, LLC | F | Control |
| HOCHBERG, BENJAMIN | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| HOCHBERG, BENJAMIN | I | THE EDELMAN FINANCIAL GROUP INC. | F | Control |
| HOCHBERG, BENJAMIN | I | LEE SUMMER GP, LLC | F | Control |
| HOCHBERG, BENJAMIN | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| HOCHBERG, BENJAMIN | I | LEE SUMMER GP, LLC | F | Control |
| HOCHBERG, BENJAMIN | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| HOCHBERG, BENJAMIN | I | LEE SUMMER GP, LLC | F | Control |
| HOCHBERG, BENJAMIN | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| HOCHBERG, BENJAMIN | I | THE EDELMAN FINANCIAL GROUP INC. | F | Control |
| HOCHBERG, BENJAMIN | I | LEE SUMMER GP, LLC | F | Control |
| HOCHBERG, BENJAMIN | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| HOCHBERG, BENJAMIN | I | THE EDELMAN FINANCIAL GROUP INC. | F | Control |
| HOCHBERG, BENJAMIN | I | LEE SUMMER GP, LLC | F | Control |
| HOCHBERG, BENJAMIN | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| HOCHBERG, BENJAMIN | I | THE EDELMAN FINANCIAL GROUP INC. | F | Control |
| HOCHBERG, BENJAMIN | I | LEE SUMMER GP, LLC | F | Control |
| HOCHBERG, BENJAMIN | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| HOCHBERG, BENJAMIN | I | THE EDELMAN FINANCIAL GROUP INC. | F | Control |
| HOCHBERG, BENJAMIN | I | LEE SUMMER GP, LLC | F | Control |
| HOCHBERG, BENJAMIN | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| HOCHBERG, BENJAMIN | I | THE EDELMAN FINANCIAL GROUP INC. | F | Control |
| HOCHBERG, BENJAMIN | I | LEE SUMMER GP, LLC | F | Control |
| HOCHBERG, BENJAMIN | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| HOCHBERG, BENJAMIN | I | THE EDELMAN FINANCIAL GROUP INC. | F | Control |
| HOCHBERG, BENJAMIN | I | LEE SUMMER GP, LLC | F | Control |
| HOCHBERG, BENJAMIN | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| HOCHBERG, BENJAMIN | I | THE EDELMAN FINANCIAL GROUP INC. | F | Control |
| HOCHBERG, BENJAMIN | I | LEE SUMMER GP, LLC | F | Control |
| HOCHBERG, BENJAMIN | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| HOCHBERG, BENJAMIN, ALEXIS | I | LEE SUMMER GP, LLC | F | Control |
| HOCHBERG, BENJAMIN, ALEXIS | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| HOCHBERG, BENJAMIN, ALEXIS | I | LEE SUMMER GP, LLC | F | Control |
| HOCHBERG, BENJAMIN, ALEXIS | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| HOCHBERG, BENJAMIN, ALEXIS | I | PINNACLE SUMMER INVESTMENTS, INC. | F | Control |
| HOCHBERG, BENJAMIN, ALEXIS | I | PINNACLE SUMMER INVESTMENTS, INC. | F | Control |
| HOCHBERG, BENJAMIN, ALEXIS | I | LEE SUMMER GP, LLC | F | Control |
| HOCHBERG, BENJAMIN, ALEXIS | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| KIM, YOO JIN | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| KIM, YOO JIN | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| KIM, YOO JIN | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| KIM, YOO JIN | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| KIM, YOO JIN | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| KIM, YOO JIN | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| KIM, YOO JIN | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| KIM, YOO JIN | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| KIM, YOO JIN | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| KIM, YOO JIN | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| KIM, YOO JIN | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| KIM, YOO JIN | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| KIM, YOO JIN | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| KIM, YOO JIN | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| KIM, YOO JIN | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| KIM, YOO JIN | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| KIM, YOO JIN | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| KIM, YOO JIN | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| LEE EQUITY PARTNERS GP, LLC | DE | LEE EQUITY PARTNERS FUND SUMMER AIV, LP | F | Control |
| LEE EQUITY PARTNERS GP, LLC | DE | LEE EQUITY PARTNERS FUND SUMMER AIV, LP | F | Control |
| LEE EQUITY PARTNERS GP, LLC | DE | LEE EQUITY PARTNERS FUND SUMMER AIV, LP | F | Control |
| LEE EQUITY PARTNERS GP, LLC | DE | LEE EQUITY PARTNERS FUND SUMMER AIV, LP | F | Control |
| LEE EQUITY PARTNERS GP, LLC | DE | LEE EQUITY PARTNERS FUND SUMMER AIV, LP | F | Control |
| LEE EQUITY PARTNERS GP, LLC | DE | LEE EQUITY PARTNERS FUND SUMMER AIV, LP | F | Control |
| LEE EQUITY PARTNERS GP, LLC | DE | LEE EQUITY PARTNERS FUND SUMMER AIV, LP | F | Control |
| LEE EQUITY PARTNERS GP, LLC | DE | LEE EQUITY PARTNERS FUND SUMMER AIV, LP | F | Control |
| LEE EQUITY PARTNERS GP, LLC | DE | LEE EQUITY PARTNERS FUND SUMMER AIV, LP | F | Control |
| LEE EQUITY PARTNERS GP, LLC | DE | LEE EQUITY PARTNERS FUND SUMMER AIV, LP | F | Control |
| LEE EQUITY PARTNERS GP, LLC | DE | LEE EQUITY PARTNERS FUND SUMMER AIV, LP | F | Control |
| LEE EQUITY PARTNERS GP, LLC | DE | LEE EQUITY PARTNERS FUND SUMMER AIV, LP | F | Control |
| LEE EQUITY PARTNERS GP, LLC | DE | LEE EQUITY PARTNERS FUND SUMMER AIV, LP | F | Control |
| LEE EQUITY PARTNERS GP, LLC | DE | LEE EQUITY PARTNERS FUND SUMMER AIV, LP | F | Control |
| LEE EQUITY PARTNERS GP, LLC | DE | LEE EQUITY PARTNERS FUND SUMMER AIV, LP | F | Control |
| LEE EQUITY PARTNERS GP, LLC | DE | LEE EQUITY PARTNERS FUND SUMMER AIV, LP | F | Control |
| LEE EQUITY PARTNERS GP, LLC | DE | LEE EQUITY PARTNERS FUND SUMMER AIV, LP | F | Control |
| LEE EQUITY PARTNERS GP, LLC | DE | LEE EQUITY PARTNERS FUND SUMMER AIV, LP | F | Control |
| LEE EQUITY PARTNERS GP, LLC | DE | LEE EQUITY PARTNERS FUND SUMMER AIV, LP | F | Control |
| LEE EQUITY PARTNERS REALIZATION FUND GP, LLC | DE | LEE EQUITY PARTNERS REALIZATION FUND SUMMER AIV, L.P. | F | Control |
| LEE EQUITY PARTNERS REALIZATION FUND GP, LLC | DE | LEP REALIZATION FEEDER, L.P. | F | Control |
| LEE EQUITY PARTNERS REALIZATION FUND GP, LLC | DE | LEE EQUITY PARTNERS REALIZATION FUND SUMMER AIV, L.P. | F | Control |
| LEE EQUITY PARTNERS REALIZATION FUND GP, LLC | DE | LEP REALIZATION FEEDER, L.P. | F | Control |
| LEE EQUITY PARTNERS REALIZATION FUND GP, LLC | DE | LEE EQUITY PARTNERS REALIZATION FUND SUMMER AIV, L.P. | F | Control |
| LEE EQUITY PARTNERS REALIZATION FUND GP, LLC | DE | LEP REALIZATION FEEDER, L.P. | F | Control |
| LEE EQUITY PARTNERS REALIZATION FUND GP, LLC | DE | LEE EQUITY PARTNERS REALIZATION FUND SUMMER AIV, L.P. | F | Control |
| LEE EQUITY PARTNERS REALIZATION FUND GP, LLC | DE | LEP REALIZATION FEEDER, L.P. | F | Control |
| LEE EQUITY PARTNERS REALIZATION FUND GP, LLC | DE | LEE EQUITY PARTNERS REALIZATION FUND SUMMER AIV, L.P. | F | Control |
| LEE EQUITY PARTNERS REALIZATION FUND GP, LLC | DE | LEP REALIZATION FEEDER, L.P. | F | Control |
| LEE EQUITY PARTNERS REALIZATION FUND GP, LLC | DE | LEE EQUITY PARTNERS REALIZATION FUND SUMMER AIV, L.P. | F | Control |
| LEE EQUITY PARTNERS REALIZATION FUND GP, LLC | DE | LEP REALIZATION FEEDER, L.P. | F | Control |
| LEE EQUITY PARTNERS REALIZATION FUND GP, LLC | DE | LEE EQUITY PARTNERS REALIZATION FUND SUMMER AIV, L.P. | F | Control |
| LEE EQUITY PARTNERS REALIZATION FUND GP, LLC | DE | LEP REALIZATION FEEDER, L.P. | F | Control |
| LEE EQUITY PARTNERS REALIZATION FUND GP, LLC | DE | LEE EQUITY PARTNERS REALIZATION FUND SUMMER AIV, L.P. | F | Control |
| LEE EQUITY PARTNERS REALIZATION FUND GP, LLC | DE | LEP REALIZATION FEEDER, L.P. | F | Control |
| LEE EQUITY PARTNERS, LLC | DE | LEE SUMMER HOLDINGS, LLC | F | Control |
| LEE EQUITY PARTNERS, LLC | DE | LEP SUMMER HOLDINGS, LLC | F | Control |
| LEE EQUITY PARTNERS, LLC | DE | LEP SUMMER HOLDINGS, LLC | F | Control |
| LEE EQUITY PARTNERS, LLC | DE | LEP SUMMER HOLDINGS, LLC | F | Control |
| LEE EQUITY PARTNERS, LLC | DE | LEE SUMMER HOLDINGS, LLC | F | Control |
| LEE EQUITY PARTNERS, LLC | DE | LEE SUMMER HOLDINGS, LLC | F | Control |
| LEE EQUITY PARTNERS, LLC | DE | LEE SUMMER HOLDINGS, LLC | F | Control |
| LEE EQUITY PARTNERS, LLC | DE | LEE SUMMER HOLDINGS, LLC | F | Control |
| LEE EQUITY PARTNERS, LLC | DE | LEE SUMMER HOLDINGS, LLC | F | Control |
| LEE EQUITY PARTNERS, LLC | DE | LEE SUMMER HOLDINGS, LLC | F | Control |
| LEE EQUITY PARTNERS, LLC | DE | LEE SUMMER HOLDINGS, LLC | F | Control |
| LEE EQUITY PARTNERS, LLC | DE | LEP SUMMER HOLDINGS, LLC | F | Control |
| LEE EQUITY PARTNERS, LLC | DE | LEE SUMMER HOLDINGS, LLC | F | Control |
| LEE EQUITY PARTNERS, LLC | DE | LEE SUMMER HOLDINGS, LLC | F | Control |
| LEE EQUITY PARTNERS, LLC | DE | LEE SUMMER HOLDINGS, LLC | F | Control |
| LEE EQUITY PARTNERS, LLC | DE | LEE SUMMER HOLDINGS, LLC | F | Control |
| LEE EQUITY PARTNERS, LLC | DE | LEE SUMMER HOLDINGS, LLC | F | Control |
| LEE EQUITY PARTNERS, LLC | DE | LEE SUMMER HOLDINGS, LLC | F | Control |
| LEE EQUITY PARTNERS, LLC | DE | LEE SUMMER HOLDINGS, LLC | F | Control |
| LEE EQUITY PARTNERS, LLC | DE | LEP SUMMER HOLDINGS, LLC | F | Control |
| LEE EQUITY PARTNERS, LLC | DE | LEP SUMMER HOLDINGS, LLC | F | Control |
| LEE EQUITY PARTNERS, LLC | DE | LEP SUMMER HOLDINGS, LLC | F | Control |
| LEE EQUITY PARTNERS, LLC | DE | LEP SUMMER HOLDINGS, LLC | F | Control |
| LEE EQUITY PARTNERS, LLC | DE | LEP SUMMER HOLDINGS, LLC | F | Control |
| LEE EQUITY PARTNERS, LLC | DE | LEP SUMMER HOLDINGS, LLC | F | Control |
| LEE EQUITY PARTNERS, LLC | DE | LEP SUMMER HOLDINGS, LLC | F | Control |
| LEE EQUITY PARTNERS, LLC | DE | LEP SUMMER HOLDINGS, LLC | F | Control |
| LEE SUMMER GP, LLC | DE | LEE SUMMER LP | F | Control |
| LEE SUMMER GP, LLC | DE | LEE SUMMER LP | F | Control |
| LEE SUMMER GP, LLC | DE | LEE SUMMER LP | F | Control |
| LEE SUMMER GP, LLC | DE | LEE SUMMER LP | F | Control |
| LEE SUMMER GP, LLC | DE | LEE SUMMER LP | F | Control |
| LEE SUMMER GP, LLC | DE | LEE SUMMER LP | F | Control |
| LEE SUMMER GP, LLC | DE | LEE SUMMER LP | F | Control |
| LEE SUMMER GP, LLC | DE | LEE SUMMER LP | F | Control |
| LEE SUMMER GP, LLC | DE | LEE SUMMER LP | F | Control |
| LEE SUMMER GP, LLC | DE | LEE SUMMER LP | F | Control |
| LEE SUMMER GP, LLC | DE | LEE SUMMER LP | F | Control |
| LEE SUMMER GP, LLC | DE | LEE SUMMER LP | F | Control |
| LEE SUMMER GP, LLC | DE | LEE SUMMER LP | F | Control |
| LEE SUMMER GP, LLC | DE | LEE SUMMER LP | F | Control |
| LEE SUMMER GP, LLC | DE | LEE SUMMER LP | F | Control |
| LEE SUMMER GP, LLC | DE | LEE SUMMER LP | F | Control |
| LEE SUMMER GP, LLC | DE | LEE SUMMER LP | F | Control |
| LEE SUMMER GP, LLC | DE | LEE SUMMER LP | F | Control |
| LEE, THOMAS, HASKELL | I | THE EDELMAN FINANCIAL GROUP INC. | F | Control |
| LEE, THOMAS, HASKELL | I | LEE SUMMER GP, LLC | F | Control |
| LEE, THOMAS, HASKELL | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| LEE, THOMAS, HASKELL | I | SUMMER HOLDINGS 1, LLC | F | Control |
| LEE, THOMAS, HASKELL | I | LEE SUMMER GP, LLC | F | Control |
| LEE, THOMAS, HASKELL | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| LEE, THOMAS, HASKELL | I | SUMMER HOLDINGS 1, LLC | F | Control |
| LEE, THOMAS, HASKELL | I | LEE SUMMER GP, LLC | F | Control |
| LEE, THOMAS, HASKELL | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| LEE, THOMAS, HASKELL | I | THE EDELMAN FINANCIAL GROUP INC. | F | Control |
| LEE, THOMAS, HASKELL | I | LEE SUMMER GP, LLC | F | Control |
| LEE, THOMAS, HASKELL | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| LEE, THOMAS, HASKELL | I | THE EDELMAN FINANCIAL GROUP INC. | F | Control |
| LEE, THOMAS, HASKELL | I | LEE SUMMER GP, LLC | F | Control |
| LEE, THOMAS, HASKELL | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| LEE, THOMAS, HASKELL | I | THE EDELMAN FINANCIAL GROUP INC. | F | Control |
| LEE, THOMAS, HASKELL | I | LEE SUMMER GP, LLC | F | Control |
| LEE, THOMAS, HASKELL | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| LEE, THOMAS, HASKELL | I | THE EDELMAN FINANCIAL GROUP INC. | F | Control |
| LEE, THOMAS, HASKELL | I | LEE SUMMER GP, LLC | F | Control |
| LEE, THOMAS, HASKELL | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| LEE, THOMAS, HASKELL | I | THE EDELMAN FINANCIAL GROUP INC. | F | Control |
| LEE, THOMAS, HASKELL | I | LEE SUMMER GP, LLC | F | Control |
| LEE, THOMAS, HASKELL | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| LEE, THOMAS, HASKELL | I | PINNACLE SUMMER INVESTMENTS, INC. | F | Control |
| LEE, THOMAS, HASKELL | I | LEE SUMMER GP, LLC | F | Control |
| LEE, THOMAS, HASKELL | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| LEE, THOMAS, HASKELL | I | PINNACLE SUMMER INVESTMENTS, INC. | F | Control |
| LEE, THOMAS, HASKELL | I | LEE SUMMER GP, LLC | F | Control |
| LEE, THOMAS, HASKELL | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| LEE, THOMAS, HASKELL | I | SUMMER HOLDINGS 1, LLC | F | Control |
| LEE, THOMAS, HASKELL | I | LEE SUMMER GP, LLC | F | Control |
| LEE, THOMAS, HASKELL | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| LEE, THOMAS, HASKELL | I | THE EDELMAN FINANCIAL GROUP INC. | F | Control |
| LEE, THOMAS, HASKELL | I | LEE SUMMER GP, LLC | F | Control |
| LEE, THOMAS, HASKELL | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| LEE, THOMAS, HASKELL | I | THE EDELMAN FINANCIAL GROUP INC. | F | Control |
| LEE, THOMAS, HASKELL | I | LEE SUMMER GP, LLC | F | Control |
| LEE, THOMAS, HASKELL | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| LEE, THOMAS, HASKELL | I | THE EDELMAN FINANCIAL GROUP INC. | F | Control |
| LEE, THOMAS, HASKELL | I | LEE SUMMER GP, LLC | F | Control |
| LEE, THOMAS, HASKELL | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| LEE, THOMAS, HASKELL | I | THE EDELMAN FINANCIAL GROUP INC. | F | Control |
| LEE, THOMAS, HASKELL | I | LEE SUMMER GP, LLC | F | Control |
| LEE, THOMAS, HASKELL | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| LEE, THOMAS, HASKELL | I | THE EDELMAN FINANCIAL GROUP INC. | F | Control |
| LEE, THOMAS, HASKELL | I | LEE SUMMER GP, LLC | F | Control |
| LEE, THOMAS, HASKELL | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| LEE, THOMAS, HASKELL | I | THE EDELMAN FINANCIAL GROUP INC. | F | Control |
| LEE, THOMAS, HASKELL | I | LEE SUMMER GP, LLC | F | Control |
| LEE, THOMAS, HASKELL | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| LEE, THOMAS, HASKELL | I | THE EDELMAN FINANCIAL GROUP INC. | F | Control |
| LEE, THOMAS, HASKELL | I | LEE SUMMER GP, LLC | F | Control |
| LEE, THOMAS, HASKELL | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| MCMAKEN, BRUCE, ROBERT | I | AWP GP LLC | F | Control |
| MCMAKEN, BRUCE, ROBERT | I | AWP GP LLC | F | Control |
| MCMAKEN, BRUCE, ROBERT | I | AWP GP LLC | F | Control |
| MCMAKEN, BRUCE, ROBERT | I | AWP GP LLC | F | Control |
| MCMAKEN, BRUCE, ROBERT | I | AWP GP LLC | F | Control |
| MCMAKEN, BRUCE, ROBERT | I | AWP GP LLC | F | Control |
| MCMAKEN, BRUCE, ROBERT | I | AWP GP LLC | F | Control |
| MCMAKEN, BRUCE, ROBERT | I | AWP GP LLC | F | Control |
| MOORE, EDWARD, PHILIP | I | THE EDELMAN FINANCIAL GROUP INC. | F | Control |
| MOORE, EDWARD, PHILIP | I | LEE SUMMER GP, LLC | F | Control |
| MOORE, EDWARD, PHILIP | I | SUMMER HOLDINGS, 1, LLC | F | Control |
| MOORE, EDWARD, PHILIP | I | LEE SUMMER GP, LLC | F | Control |
| MOORE, EDWARD, PHILIP | I | SUMMER WEALTH MANAGEMENT, LLC | F | Control |
| MOORE, EDWARD, PHILIP | I | SUMMER HOLDINGS, 1, LLC | F | Control |
| MOORE, EDWARD, PHILIP | I | LEE SUMMER GP, LLC | F | Control |
| MOORE, EDWARD, PHILIP | I | SUMMER WEALTH MANAGEMENT, LLC | F | Control |
| MOORE, EDWARD, PHILIP | I | SUMMER WEALTH MANAGEMENT, LLC | F | Control |
| MOORE, EDWARD, PHILIP | I | AWP GP LLC | F | Control |
| MOORE, EDWARD, PHILIP | I | THE EDELMAN FINANCIAL GROUP INC. | F | Control |
| MOORE, EDWARD, PHILIP | I | LEE SUMMER GP, LLC | F | Control |
| MOORE, EDWARD, PHILIP | I | THE EDELMAN FINANCIAL GROUP INC. | F | Control |
| MOORE, EDWARD, PHILIP | I | LEE SUMMER GP, LLC | F | Control |
| MOORE, EDWARD, PHILIP | I | THE EDELMAN FINANCIAL GROUP INC. | F | Control |
| MOORE, EDWARD, PHILIP | I | LEE SUMMER GP, LLC | F | Control |
| MOORE, EDWARD, PHILIP | I | THE EDELMAN FINANCIAL GROUP INC. | F | Control |
| MOORE, EDWARD, PHILIP | I | LEE SUMMER GP, LLC | F | Control |
| MOORE, EDWARD, PHILIP | I | THE EDELMAN FINANCIAL GROUP INC. | F | Control |
| MOORE, EDWARD, PHILIP | I | LEE SUMMER GP, LLC | F | Control |
| MOORE, EDWARD, PHILIP | I | PINNACLE SUMMER INVESTMENTS, INC. | F | Control |
| MOORE, EDWARD, PHILIP | I | LEE SUMMER GP, LLC | F | Control |
| MOORE, EDWARD, PHILIP | I | PINNACLE SUMMER INVESTMENTS, INC. | F | Control |
| MOORE, EDWARD, PHILIP | I | LEE SUMMER GP, LLC | F | Control |
| MOORE, EDWARD, PHILIP | I | SUMMER HOLDINGS, 1, LLC | F | Control |
| MOORE, EDWARD, PHILIP | I | LEE SUMMER GP, LLC | F | Control |
| MOORE, EDWARD, PHILIP | I | SUMMER WEALTH MANAGEMENT, LLC | F | Control |
| MOORE, EDWARD, PHILIP | I | THE EDELMAN FINANCIAL GROUP INC. | F | Control |
| MOORE, EDWARD, PHILIP | I | LEE SUMMER GP, LLC | F | Control |
| MOORE, EDWARD, PHILIP | I | THE EDELMAN FINANCIAL GROUP INC. | F | Control |
| MOORE, EDWARD, PHILIP | I | LEE SUMMER GP, LLC | F | Control |
| MOORE, EDWARD, PHILIP | I | THE EDELMAN FINANCIAL GROUP INC. | F | Control |
| MOORE, EDWARD, PHILIP | I | LEE SUMMER GP, LLC | F | Control |
| MOORE, EDWARD, PHILIP | I | THE EDELMAN FINANCIAL GROUP INC. | F | Control |
| MOORE, EDWARD, PHILIP | I | LEE SUMMER GP, LLC | F | Control |
| MOORE, EDWARD, PHILIP | I | THE EDELMAN FINANCIAL GROUP INC. | F | Control |
| MOORE, EDWARD, PHILIP | I | LEE SUMMER GP, LLC | F | Control |
| MOORE, EDWARD, PHILIP | I | THE EDELMAN FINANCIAL GROUP INC. | F | Control |
| MOORE, EDWARD, PHILIP | I | LEE SUMMER GP, LLC | F | Control |
| MOORE, EDWARD, PHILIP | I | THE EDELMAN FINANCIAL GROUP INC. | F | Control |
| MOORE, EDWARD, PHILIP | I | LEE SUMMER GP, LLC | F | Control |
| MOORE, EDWARD, PHILIP | I | SUMMER WEALTH MANAGEMENT, LLC | F | Control |
| MOORE, EDWARD, PHILIP | I | SUMMER WEALTH MANAGEMENT, LLC | F | Control |
| MOORE, EDWARD, PHILIP | I | SUMMER WEALTH MANAGEMENT, LLC | F | Control |
| MORRISON, DAVID | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| MORRISON, DAVID | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| MORRISON, DAVID | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| MORRISON, DAVID | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| MORRISON, DAVID | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| MORRISON, DAVID | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| MORRISON, DAVID | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| MORRISON, DAVID | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| MORRISON, DAVID | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| MORRISON, DAVID | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| MORRISON, DAVID | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| MORRISON, DAVID | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| MORRISON, DAVID | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| MORRISON, DAVID | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| MORRISON, DAVID | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| MORRISON, DAVID, JOSEPH | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| MORRISON, DAVID, JOSEPH | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| MORRISON, DAVID, JOSEPH | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| ROAME, CHARLES, MICHAEL | I | SUMMER HOLDINGS 1, LLC | F | Control |
| ROAME, CHARLES, MICHAEL | I | LEE SUMMER GP, LLC | F | Control |
| ROAME, CHARLES, MICHAEL | I | SUMMER HOLDINGS 1, LLC | F | Control |
| ROAME, CHARLES, MICHAEL | I | LEE SUMMER GP, LLC | F | Control |
| ROAME, CHARLES, MICHAEL | I | THE EDELMAN FINANCIAL GROUP | F | Control |
| ROAME, CHARLES, MICHAEL | I | LEE SUMMER GP, LLC | F | Control |
| ROAME, CHARLES, MICHAEL | I | THE EDELMAN FINANCIAL GROUP | F | Control |
| ROAME, CHARLES, MICHAEL | I | LEE SUMMER GP, LLC | F | Control |
| ROAME, CHARLES, MICHAEL | I | PINNACLE SUMMER INVESTMENTS, INC. | F | Control |
| ROAME, CHARLES, MICHAEL | I | LEE SUMMER GP, LLC | F | Control |
| ROAME, CHARLES, MICHAEL | I | PINNACLE SUMMER INVESTMENTS, INC. | F | Control |
| ROAME, CHARLES, MICHAEL | I | LEE SUMMER GP, LLC | F | Control |
| ROAME, CHARLES, MICHAEL | I | SUMMER HOLDINGS 1, LLC | F | Control |
| ROAME, CHARLES, MICHAEL | I | LEE SUMMER GP, LLC | F | Control |
| ROAME, CHARLES, MICHAEL | I | THE EDELMAN FINANCIAL GROUP | F | Control |
| ROAME, CHARLES, MICHAEL | I | LEE SUMMER GP, LLC | F | Control |
| ROAME, CHARLES, MICHAEL | I | THE EDELMAN FINANCIAL GROUP | F | Control |
| ROAME, CHARLES, MICHAEL | I | LEE SUMMER GP, LLC | F | Control |
| RODRIGUEZ, DANIEL, J | I | THE EDELMAN FINANCIAL GROUP INC. | F | Control |
| RODRIGUEZ, DANIEL, J | I | LEE SUMMER GP, LLC | F | Control |
| RODRIGUEZ, DANIEL, J | I | SUMMER HOLDINGS 1, LLC | F | Control |
| RODRIGUEZ, DANIEL, J | I | LEE SUMMER GP, LLC | F | Control |
| RODRIGUEZ, DANIEL, J | I | SUMMER HOLDINGS 1, LLC | F | Control |
| RODRIGUEZ, DANIEL, J | I | LEE SUMMER GP, LLC | F | Control |
| RODRIGUEZ, DANIEL, J | I | THE EDELMAN FINANCIAL GROUP INC. | F | Control |
| RODRIGUEZ, DANIEL, J | I | LEE SUMMER GP, LLC | F | Control |
| RODRIGUEZ, DANIEL, J | I | THE EDELMAN FINANCIAL GROUP INC. | F | Control |
| RODRIGUEZ, DANIEL, J | I | LEE SUMMER GP, LLC | F | Control |
| RODRIGUEZ, DANIEL, J | I | THE EDELMAN FINANCIAL GROUP INC. | F | Control |
| RODRIGUEZ, DANIEL, J | I | LEE SUMMER GP, LLC | F | Control |
| RODRIGUEZ, DANIEL, J | I | THE EDELMAN FINANCIAL GROUP INC. | F | Control |
| RODRIGUEZ, DANIEL, J | I | LEE SUMMER GP, LLC | F | Control |
| RODRIGUEZ, DANIEL, J | I | THE EDELMAN FINANCIAL GROUP INC. | F | Control |
| RODRIGUEZ, DANIEL, J | I | LEE SUMMER GP, LLC | F | Control |
| RODRIGUEZ, DANIEL, J | I | PINNACLE SUMMER INVESTMENTS, INC. | F | Control |
| RODRIGUEZ, DANIEL, J | I | LEE SUMMER GP, LLC | F | Control |
| RODRIGUEZ, DANIEL, J | I | PINNACLE SUMMER INVESTMENTS, INC. | F | Control |
| RODRIGUEZ, DANIEL, J | I | LEE SUMMER GP, LLC | F | Control |
| RODRIGUEZ, DANIEL, J | I | SUMMER HOLDINGS 1, LLC | F | Control |
| RODRIGUEZ, DANIEL, J | I | LEE SUMMER GP, LLC | F | Control |
| RODRIGUEZ, DANIEL, J | I | THE EDELMAN FINANCIAL GROUP INC. | F | Control |
| RODRIGUEZ, DANIEL, J | I | LEE SUMMER GP, LLC | F | Control |
| RODRIGUEZ, DANIEL, J | I | THE EDELMAN FINANCIAL GROUP INC. | F | Control |
| RODRIGUEZ, DANIEL, J | I | LEE SUMMER GP, LLC | F | Control |
| RODRIGUEZ, DANIEL, J | I | THE EDELMAN FINANCIAL GROUP INC. | F | Control |
| RODRIGUEZ, DANIEL, J | I | LEE SUMMER GP, LLC | F | Control |
| RODRIGUEZ, DANIEL, J | I | THE EDELMAN FINANCIAL GROUP INC. | F | Control |
| RODRIGUEZ, DANIEL, J | I | LEE SUMMER GP, LLC | F | Control |
| RODRIGUEZ, DANIEL, J | I | THE EDELMAN FINANCIAL GROUP INC. | F | Control |
| RODRIGUEZ, DANIEL, J | I | LEE SUMMER GP, LLC | F | Control |
| RODRIGUEZ, DANIEL, J | I | THE EDELMAN FINANCIAL GROUP INC. | F | Control |
| RODRIGUEZ, DANIEL, J | I | LEE SUMMER GP, LLC | F | Control |
| RODRIGUEZ, DANIEL, J | I | THE EDELMAN FINANCIAL GROUP INC. | F | Control |
| RODRIGUEZ, DANIEL, J | I | LEE SUMMER GP, LLC | F | Control |
| RODRIGUEZ, DANIEL, J | I | AWP GP LLC | F | Control |
| RODRIGUEZ, DANIEL, J | I | AWP GP LLC | F | Control |
| RODRIGUEZ, DANIEL, J | I | AWP GP LLC | F | Control |
| RODRIGUEZ, DANIEL, J | I | AWP GP LLC | F | Control |
| RODRIGUEZ, DANIEL, J | I | AWP GP LLC | F | Control |
| RODRIGUEZ, DANIEL, J | I | AWP GP LLC | F | Control |
| RODRIGUEZ, DANIEL, J | I | AWP GP LLC | F | Control |
| RODRIGUEZ, DANIEL, J | I | AWP GP LLC | F | Control |
| ROTBERG, JOSEPH, BERNARD | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| ROTBERG, JOSEPH, BERNARD | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| ROTBERG, JOSEPH, BERNARD | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| ROTBERG, JOSEPH, BERNARD | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| ROTBERG, JOSEPH, BERNARD | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| ROTBERG, JOSEPH, BERNARD | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| ROTBERG, JOSEPH, BERNARD | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| ROTBERG, JOSEPH, BERNARD | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| ROTBERG, JOSEPH, BERNARD | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| ROTBERG, JOSEPH, BERNARD | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| ROTBERG, JOSEPH, BERNARD | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| ROTBERG, JOSEPH, BERNARD | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| ROTBERG, JOSEPH, BERNARD | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| ROTBERG, JOSEPH, BERNARD | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| ROTBERG, JOSEPH, BERNARD | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| ROTBERG, JOSEPH, BERNARD | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| ROTBERG, JOSEPH, BERNARD | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| ROTBERG, JOSEPH, BERNARD | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| YAFFE, ACHI | I | AWP GP LLC | F | Control |
| AFFILIATED WEALTH PARTNERS HOLDINGS LLC | DE | SUMMER WEALTH MANAGEMENT, LLC | E | Control |
| AFFILIATED WEALTH PARTNERS HOLDINGS LLC | DE | SUMMER WEALTH MANAGEMENT, LLC | E | Control |
| AFFILIATED WEALTH PARTNERS HOLDINGS LLC | DE | SUMMER WEALTH MANAGEMENT, LLC | E | Control |
| AFFILIATED WEALTH PARTNERS HOLDINGS LLC | DE | SUMMER WEALTH MANAGEMENT, LLC | E | Control |
| AFFILIATED WEALTH PARTNERS HOLDINGS LLC | DE | SUMMER WEALTH MANAGEMENT, LLC | E | Control |
| AFFILIATED WEALTH PARTNERS HOLDINGS LLC | DE | SUMMER WEALTH MANAGEMENT, LLC | E | Control |
| AFFILIATED WEALTH PARTNERS HOLDINGS LLC | DE | SUMMER WEALTH MANAGEMENT, LLC | E | Control |
| AFFILIATED WEALTH PARTNERS HOLDINGS LLC | DE | SUMMER WEALTH MANAGEMENT, LLC | E | Control |
| AFFILIATED WEALTH PARTNERS HOLDINGS LLC | DE | SUMMER WEALTH MANAGEMENT, LLC | E | Control |
| AWP I LP | DE | AWP II LLC | E | Control |
| AWP I LP | DE | AWP II LLC | E | Control |
| AWP I LP | DE | AWP II LLC | E | Control |
| AWP I LP | DE | AWP II LLC | E | Control |
| AWP I LP | DE | AWP II LLC | E | Control |
| AWP I LP | DE | AWP II LLC | E | Control |
| AWP I LP | DE | AWP II LLC | E | Control |
| AWP I LP | DE | AWP II LLC | E | Control |
| AWP I LP | DE | AWP II LLC | E | Control |
| AWP II LLC | DE | AFFILIATED WEALTH PARTNERS HOLDINGS LLC | E | Control |
| AWP II LLC | DE | AFFILIATED WEALTH PARTNERS HOLDINGS LLC | E | Control |
| AWP II LLC | DE | AFFILIATED WEALTH PARTNERS HOLDINGS LLC | E | Control |
| AWP II LLC | DE | AFFILIATED WEALTH PARTNERS HOLDINGS LLC | E | Control |
| AWP II LLC | DE | AFFILIATED WEALTH PARTNERS HOLDINGS LLC | E | Control |
| AWP II LLC | DE | AFFILIATED WEALTH PARTNERS HOLDINGS LLC | E | Control |
| AWP II LLC | DE | AFFILIATED WEALTH PARTNERS HOLDINGS LLC | E | Control |
| AWP II LLC | DE | AFFILIATED WEALTH PARTNERS HOLDINGS LLC | E | Control |
| AWP II LLC | DE | AFFILIATED WEALTH PARTNERS HOLDINGS LLC | E | Control |
| EDELMAN, FREDRIC, MARK | I | THE EDELMAN FINANCIAL CENTER, INC | E | Control |
| EDELMAN, FREDRIC, MARK | I | THE EDELMAN FINANCIAL CENTER, INC | E | Control |
| EDELMAN, FREDRIC, MARK | I | THE EDELMAN FINANCIAL CENTER, INC | E | Control |
| EDELMAN, FREDRIC, MARK | I | THE EDELMAN FINANCIAL CENTER, INC | E | Control |
| EDELMAN, FREDRIC, MARK | I | THE EDELMAN FINANCIAL CENTER, INC | E | Control |
| EDELMAN, FREDRIC, MARK | I | THE EDELMAN FINANCIAL CENTER, INC | E | Control |
| EDELMAN, FREDRIC, MARK | I | THE EDELMAN FINANCIAL CENTER, INC | E | Control |
| EDELMAN, FREDRIC, MARK | I | THE EDELMAN FINANCIAL CENTER, INC | E | Control |
| EDELMAN, FREDRIC, MARK | I | THE EDELMAN FINANCIAL CENTER, INC | E | Control |
| EDELMAN, FREDRIC, MARK | I | THE EDELMAN FINANCIAL CENTER, INC | E | Control |
| EDELMAN, FREDRIC, MARK | I | THE EDELMAN FINANCIAL CENTER, INC | E | Control |
| EDELMAN, FREDRIC, MARK | I | THE EDELMAN FINANCIAL CENTER, INC | E | Control |
| EDELMAN, FREDRIC, MARK | I | THE EDELMAN FINANCIAL CENTER, INC | E | Control |
| EDELMAN, FREDRIC, MARK | I | THE EDELMAN FINANCIAL CENTER, INC | E | Control |
| EDELMAN, FREDRIC, MARK | I | THE EDELMAN FINANCIAL CENTER, INC | E | Control |
| EDELMAN, FREDRIC, MARK | I | THE EDELMAN FINANCIAL CENTER, INC | E | Control |
| EDELMAN, FREDRIC, MARK | I | THE EDELMAN FINANCIAL CENTER, INC | E | Control |
| EDELMAN, FREDRIC, MARK | I | THE EDELMAN FINANCIAL CENTER, INC | E | Control |
| EDELMAN, FREDRIC, MARK | I | THE EDELMAN FINANCIAL CENTER, INC | E | Control |
| EDELMAN, FREDRIC, MARK | I | THE EDELMAN FINANCIAL CENTER, INC | E | Control |
| EDELMAN, FREDRIC, MARK | I | THE EDELMAN FINANCIAL CENTER, INC | E | Control |
| EDELMAN, FREDRIC, MARK | I | THE EDELMAN FINANCIAL CENTER, INC | E | Control |
| EDELMAN, FREDRIC, MARK | I | THE EDELMAN FINANCIAL CENTER, INC | E | Control |
| EDELMAN, FREDRIC, MARK | I | THE EDELMAN FINANCIAL CENTER, INC | E | Control |
| EDELMAN, FREDRIC, MARK | I | THE EDELMAN FINANCIAL CENTER, INC | E | Control |
| EDELMAN, FREDRIC, MARK | I | THE EDELMAN FINANCIAL CENTER, INC | E | Control |
| EDELMAN, FREDRIC, MARK | I | THE EDELMAN FINANCIAL CENTER, INC | E | Control |
| LEE EQUITY PARTNERS FUND SUMMER AIV, LP | DE | LEP SUMMER HOLDINGS, LLC | E | Control |
| LEE EQUITY PARTNERS FUND SUMMER AIV, LP | DE | LEP SUMMER HOLDINGS, LLC | E | Control |
| LEE EQUITY PARTNERS FUND SUMMER AIV, LP | DE | LEP SUMMER HOLDINGS, LLC | E | Control |
| LEE EQUITY PARTNERS FUND SUMMER AIV, LP | DE | LEP SUMMER HOLDINGS, LLC | E | Control |
| LEE EQUITY PARTNERS FUND SUMMER AIV, LP | DE | LEP SUMMER HOLDINGS, LLC | E | Control |
| LEE EQUITY PARTNERS FUND SUMMER AIV, LP | DE | LEP SUMMER HOLDINGS, LLC | E | Control |
| LEE EQUITY PARTNERS FUND SUMMER AIV, LP | DE | LEP SUMMER HOLDINGS, LLC | E | Control |
| LEE EQUITY PARTNERS FUND SUMMER AIV, LP | DE | LEP SUMMER HOLDINGS, LLC | E | Control |
| LEE EQUITY PARTNERS FUND SUMMER AIV, LP | DE | LEP SUMMER HOLDINGS, LLC | E | Control |
| LEE EQUITY PARTNERS FUND SUMMER AIV, LP | DE | LEP SUMMER HOLDINGS, LLC | E | Control |
| LEE EQUITY PARTNERS FUND SUMMER AIV, LP | DE | LEP SUMMER HOLDINGS, LLC | E | Control |
| LEE EQUITY PARTNERS FUND SUMMER AIV, LP | DE | LEP SUMMER HOLDINGS, LLC | E | Control |
| LEE EQUITY PARTNERS FUND SUMMER AIV, LP | DE | LEP SUMMER HOLDINGS, LLC | E | Control |
| LEE EQUITY PARTNERS FUND SUMMER AIV, LP | DE | LEP SUMMER HOLDINGS, LLC | E | Control |
| LEE EQUITY PARTNERS FUND SUMMER AIV, LP | DE | LEP SUMMER HOLDINGS, LLC | E | Control |
| LEE EQUITY PARTNERS FUND SUMMER AIV, LP | DE | LEP SUMMER HOLDINGS, LLC | E | Control |
| LEE EQUITY PARTNERS FUND SUMMER AIV, LP | DE | LEP SUMMER HOLDINGS, LLC | E | Control |
| LEE EQUITY PARTNERS FUND SUMMER AIV, LP | DE | LEP SUMMER HOLDINGS, LLC | E | Control |
| LEE EQUITY PARTNERS FUND SUMMER AIV, LP | DE | LEP SUMMER HOLDINGS, LLC | E | Control |
| LEE EQUITY PARTNERS REALIZATION FUND SUMMER AIV, L.P. | DE | LEP SUMMER HOLDINGS, LLC | E | Control |
| LEE EQUITY PARTNERS REALIZATION FUND SUMMER AIV, L.P. | DE | LEP SUMMER HOLDINGS, LLC | E | Control |
| LEE EQUITY PARTNERS REALIZATION FUND SUMMER AIV, L.P. | DE | LEP SUMMER HOLDINGS, LLC | E | Control |
| LEE EQUITY PARTNERS REALIZATION FUND SUMMER AIV, L.P. | DE | LEP SUMMER HOLDINGS, LLC | E | Control |
| LEE EQUITY PARTNERS REALIZATION FUND SUMMER AIV, L.P. | DE | LEP SUMMER HOLDINGS, LLC | E | Control |
| LEE EQUITY PARTNERS REALIZATION FUND SUMMER AIV, L.P. | DE | LEP SUMMER HOLDINGS, LLC | E | Control |
| LEE EQUITY PARTNERS REALIZATION FUND SUMMER AIV, L.P. | DE | LEP SUMMER HOLDINGS, LLC | E | Control |
| LEE EQUITY PARTNERS REALIZATION FUND SUMMER AIV, L.P. | DE | LEP SUMMER HOLDINGS, LLC | E | Control |
| LEE SUMMER, LP | DE | SUMMER HOLDINGS I, LLC | E | Control |
| LEE SUMMER, LP | DE | SUMMER HOLDINGS I, LLC | E | Control |
| LEE SUMMER, LP | DE | SUMMER HOLDINGS I, LLC | E | Control |
| LEE SUMMER, LP | DE | SUMMER HOLDINGS I, LLC | E | Control |
| LEE SUMMER, LP | DE | SUMMER HOLDINGS I, LLC | E | Control |
| LEE SUMMER, LP | DE | SUMMER HOLDINGS I, LLC | E | Control |
| LEE SUMMER, LP | DE | SUMMER HOLDINGS I, LLC | E | Control |
| LEE SUMMER, LP | DE | SUMMER HOLDINGS I, LLC | E | Control |
| LEE SUMMER, LP | DE | SUMMER HOLDINGS I, LLC | E | Control |
| LEE SUMMER, LP | DE | SUMMER HOLDINGS I, LLC | E | Control |
| LEE SUMMER, LP | DE | SUMMER HOLDINGS I, LLC | E | Control |
| LEE SUMMER, LP | DE | SUMMER HOLDINGS I, LLC | E | Control |
| LEE SUMMER, LP | DE | SUMMER HOLDINGS I, LLC | E | Control |
| LEE SUMMER, LP | DE | SUMMER HOLDINGS I, LLC | E | Control |
| LEE SUMMER, LP | DE | SUMMER HOLDINGS I, LLC | E | Control |
| LEE SUMMER, LP | DE | SUMMER HOLDINGS I, LLC | E | Control |
| LEE SUMMER, LP | DE | SUMMER HOLDINGS I, LLC | E | Control |
| LEE SUMMER, LP | DE | SUMMER HOLDINGS I, LLC | E | Control |
| LEE, THOMAS, HASKELL | I | LEE EQUITY PARTNERS, LLC | E | Control |
| LEE, THOMAS, HASKELL | I | LEE EQUITY PARTNERS, LLC | E | Control |
| LEE, THOMAS, HASKELL | I | LEE EQUITY PARTNERS, LLC | E | Control |
| LEE, THOMAS, HASKELL | I | LEE EQUITY PARTNERS, LLC | E | Control |
| LEE, THOMAS, HASKELL | I | LEE EQUITY PARTNERS, LLC | E | Control |
| LEE, THOMAS, HASKELL | I | LEE EQUITY PARTNERS, LLC | E | Control |
| LEE, THOMAS, HASKELL | I | LEE EQUITY PARTNERS, LLC | E | Control |
| LEE, THOMAS, HASKELL | I | LEE EQUITY PARTNERS, LLC | E | Control |
| LEE, THOMAS, HASKELL | I | LEE EQUITY PARTNERS, LLC | E | Control |
| LEE, THOMAS, HASKELL | I | LEE EQUITY PARTNERS, LLC | E | Control |
| LEE, THOMAS, HASKELL | I | LEE EQUITY PARTNERS, LLC | E | Control |
| LEE, THOMAS, HASKELL | I | LEE EQUITY PARTNERS, LLC | E | Control |
| LEE, THOMAS, HASKELL | I | LEE EQUITY PARTNERS, LLC | E | Control |
| LEE, THOMAS, HASKELL | I | LEE EQUITY PARTNERS, LLC | E | Control |
| LEE, THOMAS, HASKELL | I | LEE EQUITY PARTNERS, LLC | E | Control |
| LEE, THOMAS, HASKELL | I | LEE EQUITY PARTNERS, LLC | E | Control |
| LEE, THOMAS, HASKELL | I | LEE EQUITY PARTNERS, LLC | E | Control |
| LEE, THOMAS, HASKELL | I | LEE EQUITY PARTNERS, LLC | E | Control |
| LEE, THOMAS, HASKELL | I | LEE EQUITY PARTNERS, LLC | E | Control |
| LEE, THOMAS, HASKELL | I | LEE EQUITY PARTNERS, LLC | E | Control |
| LEE, THOMAS, HASKELL | I | LEE EQUITY PARTNERS, LLC | E | Control |
| LEE, THOMAS, HASKELL | I | LEE EQUITY PARTNERS, LLC | E | Control |
| LEE, THOMAS, HASKELL | I | LEE EQUITY PARTNERS, LLC | E | Control |
| LEE, THOMAS, HASKELL | I | LEE EQUITY PARTNERS, LLC | E | Control |
| LEE, THOMAS, HASKELL | I | LEE EQUITY PARTNERS, LLC | E | Control |
| LEE, THOMAS, HASKELL | I | LEE EQUITY PARTNERS, LLC | E | Control |
| LEE, THOMAS, HASKELL | I | LEE EQUITY PARTNERS, LLC | E | Control |
| LEE, THOMAS, HASKELL | I | LEE EQUITY PARTNERS, LLC | E | Control |
| LEE, THOMAS, HASKELL | I | LEE EQUITY PARTNERS, LLC | E | Control |
| LEE, THOMAS, HASKELL | I | LEE EQUITY PARTNERS, LLC | E | Control |
| LEP REALIZATION FEEDER, L.P. | DE | LEP REALIZATION SUMMER LLC | E | Control |
| LEP REALIZATION FEEDER, L.P. | DE | LEP REALIZATION SUMMER LLC | E | Control |
| LEP REALIZATION FEEDER, L.P. | DE | LEP REALIZATION SUMMER LLC | E | Control |
| LEP REALIZATION FEEDER, L.P. | DE | LEP REALIZATION SUMMER LLC | E | Control |
| LEP REALIZATION FEEDER, L.P. | DE | LEP REALIZATION SUMMER LLC | E | Control |
| LEP REALIZATION FEEDER, L.P. | DE | LEP REALIZATION SUMMER LLC | E | Control |
| LEP REALIZATION FEEDER, L.P. | DE | LEP REALIZATION SUMMER LLC | E | Control |
| LEP REALIZATION FEEDER, L.P. | DE | LEP REALIZATION SUMMER LLC | E | Control |
| MOYERS, DWAYNE, ALAN | I | MOYERS ORGANIZATION, LLC | E | Control |
| MOYERS, DWAYNE, ALAN | I | MOYERS ORGANIZATION, LLC | E | Control |
| MOYERS, DWAYNE, ALAN | I | MOYERS ORGANIZATION, LLC | E | Control |
| MOYERS, DWAYNE, ALAN | I | MOYERS ORGANIZATION, LLC | E | Control |
| MOYERS, DWAYNE, ALAN | I | MOYERS ORGANIZATION, LLC | E | Control |
| MOYERS, DWAYNE, ALAN | I | MOYERS ORGANIZATION, LLC | E | Control |
| MOYERS, DWAYNE, ALAN | I | MOYERS ORGANIZATION, LLC | E | Control |
| MOYERS, DWAYNE, ALAN | I | MOYERS ORGANIZATION, LLC | E | Control |
| MOYERS, DWAYNE, ALAN | I | MOYERS ORGANIZATION, LLC | E | Control |
| MOYERS, DWAYNE, ALAN | I | MOYERS ORGANIZATION, LLC | E | Control |
| MOYERS, DWAYNE, ALAN | I | MOYERS ORGANIZATION, LLC | E | Control |
| MOYERS, DWAYNE, ALAN | I | MOYERS ORGANIZATION, LLC | E | Control |
| MOYERS, DWAYNE, ALAN | I | MOYERS ORGANIZATION, LLC | E | Control |
| MOYERS, DWAYNE, ALAN | I | MOYERS ORGANIZATION, LLC | E | Control |
| MOYERS, DWAYNE, ALAN | I | MOYERS ORGANIZATION, LLC | E | Control |
| MOYERS, DWAYNE, ALAN | I | MOYERS ORGANIZATION, LLC | E | Control |
| MOYERS, DWAYNE, ALAN | I | MOYERS ORGANIZATION, LLC | E | Control |
| MOYERS, DWAYNE, ALAN | I | MOYERS ORGANIZATION, LLC | E | Control |
| MOYERS, DWAYNE, ALAN | I | MOYERS ORGANIZATION, LLC | E | Control |
| MOYERS, DWAYNE, ALAN | I | MOYERS ORGANIZATION, LLC | E | Control |
| PINNACLE SUMMER INVESTMENTS, INC. | DE | SUMMER WEALTH MANAGEMENT, LLC | E | Control |
| PINNACLE SUMMER INVESTMENTS, INC. | DE | SUMMER WEALTH MANAGEMENT, LLC | E | Control |
| PINNACLE SUMMER INVESTMENTS, INC. | DE | SUMMER WEALTH MANAGEMENT, LLC | E | Control |
| SUMMER HOLDINGS I, LLC | DE | SUMMER HOLDINGS II, INC. | E | Control |
| SUMMER HOLDINGS I, LLC | DE | SUMMER HOLDINGS II, INC. | E | Control |
| SUMMER HOLDINGS I, LLC | DE | SUMMER HOLDINGS II, INC. | E | Control |
| SUMMER HOLDINGS I, LLC | DE | SUMMER HOLDINGS II, INC. | E | Control |
| SUMMER HOLDINGS I, LLC | DE | SUMMER HOLDINGS II, INC. | E | Control |
| SUMMER HOLDINGS I, LLC | DE | SUMMER HOLDINGS II, INC. | E | Control |
| SUMMER HOLDINGS I, LLC | DE | SUMMER HOLDINGS II, INC. | E | Control |
| SUMMER HOLDINGS I, LLC | DE | SUMMER HOLDINGS II, INC. | E | Control |
| SUMMER HOLDINGS I, LLC | DE | SUMMER HOLDINGS II, INC. | E | Control |
| SUMMER HOLDINGS I, LLC | DE | SUMMER HOLDINGS II, INC. | E | Control |
| SUMMER HOLDINGS I, LLC | DE | SUMMER HOLDINGS II, INC. | E | Control |
| SUMMER HOLDINGS I, LLC | DE | SUMMER HOLDINGS II, INC. | E | Control |
| SUMMER HOLDINGS I, LLC | DE | SUMMER HOLDINGS II, INC. | E | Control |
| SUMMER HOLDINGS I, LLC | DE | SUMMER HOLDINGS II, INC. | E | Control |
| SUMMER HOLDINGS I, LLC | DE | SUMMER HOLDINGS II, INC. | E | Control |
| SUMMER HOLDINGS I, LLC | DE | SUMMER HOLDINGS II, INC. | E | Control |
| SUMMER HOLDINGS I, LLC | DE | SUMMER HOLDINGS II, INC. | E | Control |
| SUMMER HOLDINGS I, LLC | DE | SUMMER HOLDINGS II, INC. | E | Control |
| SUMMER HOLDINGS II, INC. | DE | THE EDELMAN FINANCIAL GROUP INC. | E | Control |
| SUMMER HOLDINGS II, INC. | DE | PINNACLE SUMMER INVESTMENTS, INC. | E | Control |
| SUMMER HOLDINGS II, INC. | DE | PINNACLE SUMMER INVESTMENTS, INC. | E | Control |
| SUMMER HOLDINGS II, INC. | DE | THE EDELMAN FINANCIAL GROUP INC. | E | Control |
| SUMMER HOLDINGS II, INC. | DE | THE EDELMAN FINANCIAL GROUP INC. | E | Control |
| SUMMER HOLDINGS II, INC. | DE | THE EDELMAN FINANCIAL GROUP INC. | E | Control |
| SUMMER HOLDINGS II, INC. | DE | THE EDELMAN FINANCIAL GROUP INC. | E | Control |
| SUMMER HOLDINGS II, INC. | DE | THE EDELMAN FINANCIAL GROUP INC. | E | Control |
| SUMMER HOLDINGS II, INC. | DE | PINNACLE SUMMER INVESTMENTS, INC. | E | Control |
| SUMMER HOLDINGS II, INC. | DE | PINNACLE SUMMER INVESTMENTS, INC. | E | Control |
| SUMMER HOLDINGS II, INC. | DE | PINNACLE SUMMER INVESTMENTS, INC. | E | Control |
| SUMMER HOLDINGS II, INC. | DE | THE EDELMAN FINANCIAL GROUP INC. | E | Control |
| SUMMER HOLDINGS II, INC. | DE | THE EDELMAN FINANCIAL GROUP INC. | E | Control |
| SUMMER HOLDINGS II, INC. | DE | THE EDELMAN FINANCIAL GROUP INC. | E | Control |
| SUMMER HOLDINGS II, INC. | DE | THE EDELMAN FINANCIAL GROUP INC. | E | Control |
| SUMMER HOLDINGS II, INC. | DE | THE EDELMAN FINANCIAL GROUP INC. | E | Control |
| SUMMER HOLDINGS II, INC. | DE | THE EDELMAN FINANCIAL GROUP INC. | E | Control |
| SUMMER HOLDINGS II, INC. | DE | THE EDELMAN FINANCIAL GROUP INC. | E | Control |
| GORMLEY, MARK, KEVIN | I | LEE EQUITY PARTNERS GP, LLC | D | Control |
| GORMLEY, MARK, KEVIN | I | LEE EQUITY PARTNERS GP, LLC | D | Control |
| GORMLEY, MARK, KEVIN | I | LEE EQUITY PARTNERS GP, LLC | D | Control |
| GORMLEY, MARK, KEVIN | I | LEE EQUITY PARTNERS GP, LLC | D | Control |
| GORMLEY, MARK, KEVIN | I | LEE EQUITY PARTNERS GP, LLC | D | Control |
| GORMLEY, MARK, KEVIN | I | LEE EQUITY PARTNERS GP, LLC | D | Control |
| GORMLEY, MARK, KEVIN | I | LEE EQUITY PARTNERS GP, LLC | D | Control |
| GORMLEY, MARK, KEVIN | I | LEE EQUITY PARTNERS GP, LLC | D | Control |
| GORMLEY, MARK, KEVIN | I | LEE EQUITY PARTNERS GP, LLC | D | Control |
| GORMLEY, MARK, KEVIN | I | LEE EQUITY PARTNERS GP, LLC | D | Control |
| GORMLEY, MARK, KEVIN | I | LEE EQUITY PARTNERS GP, LLC | D | Control |
| GORMLEY, MARK, KEVIN | I | LEE EQUITY PARTNERS GP, LLC | D | Control |
| GORMLEY, MARK, KEVIN | I | LEE EQUITY PARTNERS GP, LLC | D | Control |
| GORMLEY, MARK, KEVIN | I | LEE EQUITY PARTNERS GP, LLC | D | Control |
| GORMLEY, MARK, KEVIN | I | LEE EQUITY PARTNERS GP, LLC | D | Control |
| LEE EQUITY PARTNERS, LLC | DE | LEE EQUITY PARTNERS, LLC | D | Control |
| LEE EQUITY PARTNERS, LLC | DE | LEE EQUITY PARTNERS, LLC | D | Control |
| LEE EQUITY PARTNERS, LLC | DE | AWP GP LLC | D | Control |
| LEE EQUITY PARTNERS, LLC | DE | LEE EQUITY PARTNERS, LLC | D | Control |
| LEE EQUITY PARTNERS, LLC | DE | AWP GP LLC | D | Control |
| LEE EQUITY PARTNERS, LLC | DE | AWP GP LLC | D | Control |
| LEE EQUITY PARTNERS, LLC | DE | AWP GP LLC | D | Control |
| LEE EQUITY PARTNERS, LLC | DE | AWP GP LLC | D | Control |
| LEE EQUITY PARTNERS, LLC | DE | AWP GP LLC | D | Control |
| LEE EQUITY PARTNERS, LLC | DE | AWP GP LLC | D | Control |
| LEE EQUITY PARTNERS, LLC | DE | AWP GP LLC | D | Control |
| LEE EQUITY PARTNERS, LLC | DE | AWP GP LLC | D | Control |
| LEP REALIZATION SUMMER LLC | DE | LEE EQUITY PARTNERS REALIZATION FUND SUMMER AIV, L.P. | D | |
| LEP REALIZATION SUMMER LLC | DE | LEE EQUITY PARTNERS REALIZATION FUND SUMMER AIV, L.P. | D | |
| LEP REALIZATION SUMMER LLC | DE | LEE EQUITY PARTNERS REALIZATION FUND SUMMER AIV, L.P. | D | |
| LEP REALIZATION SUMMER LLC | DE | LEE EQUITY PARTNERS REALIZATION FUND SUMMER AIV, L.P. | D | |
| LEP REALIZATION SUMMER LLC | DE | LEE EQUITY PARTNERS REALIZATION FUND SUMMER AIV, L.P. | D | |
| LEP REALIZATION SUMMER LLC | DE | LEE EQUITY PARTNERS REALIZATION FUND SUMMER AIV, L.P. | D | |
| LEP REALIZATION SUMMER LLC | DE | LEE EQUITY PARTNERS REALIZATION FUND SUMMER AIV, L.P. | D | |
| LEP REALIZATION SUMMER LLC | DE | LEE EQUITY PARTNERS REALIZATION FUND SUMMER AIV, L.P. | D | |
| LEP SUMMER HOLDINGS , LLC | DE | LEE SUMMER LP | D | Control |
| LEP SUMMER HOLDINGS , LLC | DE | LEE SUMMER LP | D | Control |
| LEP SUMMER HOLDINGS , LLC | DE | LEE SUMMER LP | D | Control |
| LEP SUMMER HOLDINGS I, LLC | DE | LEE SUMMER LP | D | |
| LEP SUMMER HOLDINGS I, LLC | DE | LEE SUMMER LP | D | |
| LEP SUMMER HOLDINGS I, LLC | DE | LEE SUMMER LP | D | |
| LEP SUMMER HOLDINGS I, LLC | DE | LEE SUMMER LP | D | |
| LEP SUMMER HOLDINGS I, LLC | DE | LEE SUMMER LP | D | |
| LEP SUMMER HOLDINGS I, LLC | DE | LEE SUMMER LP | D | |
| LEP SUMMER HOLDINGS I, LLC | DE | LEE SUMMER LP | D | |
| LEP SUMMER HOLDINGS I, LLC | DE | LEE SUMMER LP | D | |
| LEP SUMMER HOLDINGS I, LLC | DE | LEE SUMMER LP | D | |
| LEP SUMMER HOLDINGS I, LLC | DE | LEE SUMMER LP | D | |
| LEP SUMMER HOLDINGS I, LLC | DE | LEE SUMMER LP | D | |
| LEP SUMMER HOLDINGS I, LLC | DE | LEE SUMMER LP | D | |
| LEP SUMMER HOLDINGS I, LLC | DE | LEE SUMMER LP | D | |
| LEP SUMMER HOLDINGS I, LLC | DE | LEE SUMMER LP | D | |
| LEP SUMMER HOLDINGS I, LLC | DE | LEE SUMMER LP | D | |
| LEP SUMMER HOLDINGS, LLC | DE | LEE SUMMER GP, LLC | D | Control |
| LEP SUMMER HOLDINGS, LLC | DE | LEE SUMMER GP, LLC | D | Control |
| LEP SUMMER HOLDINGS, LLC | DE | LEE SUMMER GP, LLC | D | Control |
| LEP SUMMER HOLDINGS, LLC | DE | AWP I LP | D | |
| LEP SUMMER HOLDINGS, LLC | DE | LEE SUMMER GP, LLC | D | Control |
| LEP SUMMER HOLDINGS, LLC | DE | LEE SUMMER GP, LLC | D | Control |
| LEP SUMMER HOLDINGS, LLC | DE | LEE SUMMER GP, LLC | D | Control |
| LEP SUMMER HOLDINGS, LLC | DE | LEE SUMMER GP, LLC | D | Control |
| LEP SUMMER HOLDINGS, LLC | DE | LEE SUMMER GP, LLC | D | Control |
| LEP SUMMER HOLDINGS, LLC | DE | LEE SUMMER GP, LLC | D | Control |
| LEP SUMMER HOLDINGS, LLC | DE | LEE SUMMER GP, LLC | D | Control |
| LEP SUMMER HOLDINGS, LLC | DE | LEE SUMMER GP, LLC | D | Control |
| LEP SUMMER HOLDINGS, LLC | DE | LEE SUMMER GP, LLC | D | Control |
| LEP SUMMER HOLDINGS, LLC | DE | LEE SUMMER GP, LLC | D | Control |
| LEP SUMMER HOLDINGS, LLC | DE | LEE SUMMER GP, LLC | D | Control |
| LEP SUMMER HOLDINGS, LLC | DE | LEE SUMMER GP, LLC | D | Control |
| LEP SUMMER HOLDINGS, LLC | DE | LEE SUMMER GP, LLC | D | Control |
| LEP SUMMER HOLDINGS, LLC | DE | LEE SUMMER GP, LLC | D | Control |
| LEP SUMMER HOLDINGS, LLC | DE | LEE SUMMER GP, LLC | D | Control |
| LEP SUMMER HOLDINGS, LLC | DE | AWP I LP | D | |
| LEP SUMMER HOLDINGS, LLC | DE | AWP I LP | D | |
| LEP SUMMER HOLDINGS, LLC | DE | AWP I LP | D | |
| LEP SUMMER HOLDINGS, LLC | DE | AWP I LP | D | |
| LEP SUMMER HOLDINGS, LLC | DE | AWP I LP | D | |
| LEP SUMMER HOLDINGS, LLC | DE | AWP I LP | D | |
| LEP SUMMER HOLDINGS, LLC | DE | AWP I LP | D | |
| LEP SUMMER HOLDINGS, LLC | DE | AWP I LP | D | |
| GORMLEY, MARK, KEVIN | I | LEE EQUITY PARTNERS GP, LLC | C | Control |
| GORMLEY, MARK, KEVIN | I | LEE EQUITY PARTNERS REALIZATION FUND GP, LLC | C | Control |
| GORMLEY, MARK, KEVIN | I | LEE EQUITY PARTNERS REALIZATION FUND GP, LLC | C | Control |
| GORMLEY, MARK, KEVIN | I | LEE EQUITY PARTNERS REALIZATION FUND GP, LLC | C | Control |
| GORMLEY, MARK, KEVIN | I | LEE EQUITY PARTNERS REALIZATION FUND GP, LLC | C | Control |
| GORMLEY, MARK, KEVIN | I | LEE EQUITY PARTNERS REALIZATION FUND GP, LLC | C | Control |
| GORMLEY, MARK, KEVIN | I | LEE EQUITY PARTNERS REALIZATION FUND GP, LLC | C | Control |
| GORMLEY, MARK, KEVIN | I | LEE EQUITY PARTNERS REALIZATION FUND GP, LLC | C | Control |
| GORMLEY, MARK, KEVIN | I | LEE EQUITY PARTNERS REALIZATION FUND GP, LLC | C | Control |
| TEACHERS RETIREMENT SYSTEM OF TEXAS | DE | LEE EQUITY PARTNERS FUND SUMMER AIV, LP | C | |
| TEACHERS RETIREMENT SYSTEM OF TEXAS | DE | LEE EQUITY PARTNERS FUND SUMMER AIV, LP | C | Control |
| TEACHERS RETIREMENT SYSTEM OF TEXAS | DE | LEE EQUITY PARTNERS FUND SUMMER AIV, LP | C | Control |
| TEACHERS RETIREMENT SYSTEM OF TEXAS | DE | LEE EQUITY PARTNERS FUND SUMMER AIV, LP | C | |
| TEACHERS RETIREMENT SYSTEM OF TEXAS | DE | LEE EQUITY PARTNERS FUND SUMMER AIV, LP | C | |
| TEACHERS RETIREMENT SYSTEM OF TEXAS | DE | LEE EQUITY PARTNERS FUND SUMMER AIV, LP | C | |
| TEACHERS RETIREMENT SYSTEM OF TEXAS | DE | LEE EQUITY PARTNERS FUND SUMMER AIV, LP | C | |
| TEACHERS RETIREMENT SYSTEM OF TEXAS | DE | LEE EQUITY PARTNERS FUND SUMMER AIV, LP | C | |
| TEACHERS RETIREMENT SYSTEM OF TEXAS | DE | LEE EQUITY PARTNERS FUND SUMMER AIV, LP | C | |
| TEACHERS RETIREMENT SYSTEM OF TEXAS | DE | LEE EQUITY PARTNERS FUND SUMMER AIV, LP | C | |
| TEACHERS RETIREMENT SYSTEM OF TEXAS | DE | LEE EQUITY PARTNERS FUND SUMMER AIV, LP | C | |
| TEACHERS RETIREMENT SYSTEM OF TEXAS | DE | LEE EQUITY PARTNERS FUND SUMMER AIV, LP | C | Control |
| TEACHERS RETIREMENT SYSTEM OF TEXAS | DE | LEE EQUITY PARTNERS FUND SUMMER AIV, LP | C | |
| TEACHERS RETIREMENT SYSTEM OF TEXAS | DE | LEE EQUITY PARTNERS FUND SUMMER AIV, LP | C | |
| TEACHERS RETIREMENT SYSTEM OF TEXAS | DE | LEE EQUITY PARTNERS FUND SUMMER AIV, LP | C | |
| TEACHERS RETIREMENT SYSTEM OF TEXAS | DE | LEE EQUITY PARTNERS FUND SUMMER AIV, LP | C | |
| TEACHERS RETIREMENT SYSTEM OF TEXAS | DE | LEE EQUITY PARTNERS FUND SUMMER AIV, LP | C | |
| TEACHERS RETIREMENT SYSTEM OF TEXAS | DE | LEE EQUITY PARTNERS FUND SUMMER AIV, LP | C | |
| TEACHERS RETIREMENT SYSTEM OF TEXAS | DE | LEE EQUITY PARTNERS FUND SUMMER AIV, LP | C | |
| THE EDELMAN FINANCIAL CENTER, INC | DE | LEE SUMMER GP, LLC | C | Control |
| THE EDELMAN FINANCIAL CENTER, INC | DE | LEE SUMMER GP, LLC | C | Control |
| THE EDELMAN FINANCIAL CENTER, INC | DE | LEE SUMMER GP, LLC | C | Control |
| THE EDELMAN FINANCIAL CENTER, INC | DE | LEE SUMMER GP, LLC | C | Control |
| THE EDELMAN FINANCIAL CENTER, INC | DE | LEE SUMMER GP, LLC | C | Control |
| THE EDELMAN FINANCIAL CENTER, INC | DE | LEE SUMMER GP, LLC | C | Control |
| THE EDELMAN FINANCIAL CENTER, INC | DE | LEE SUMMER GP, LLC | C | Control |
| THE EDELMAN FINANCIAL CENTER, INC | DE | LEE SUMMER GP, LLC | C | Control |
| THE EDELMAN FINANCIAL CENTER, INC | DE | LEE SUMMER GP, LLC | C | Control |
| THE EDELMAN FINANCIAL CENTER, INC | DE | LEE SUMMER GP, LLC | C | Control |
| THE EDELMAN FINANCIAL CENTER, INC | DE | LEE SUMMER GP, LLC | C | Control |
| THE EDELMAN FINANCIAL CENTER, INC | DE | LEE SUMMER GP, LLC | C | Control |
| THE EDELMAN FINANCIAL CENTER, INC | DE | LEE SUMMER GP, LLC | C | Control |
| THE EDELMAN FINANCIAL CENTER, INC | DE | LEE SUMMER GP, LLC | C | Control |
| THE EDELMAN FINANCIAL CENTER, INC | DE | LEE SUMMER GP, LLC | C | Control |
| THE EDELMAN FINANCIAL CENTER, INC | DE | LEE SUMMER GP, LLC | C | Control |
| THE EDELMAN FINANCIAL CENTER, INC | DE | LEE SUMMER GP, LLC | C | Control |
| THE EDELMAN FINANCIAL CENTER, INC | DE | LEE SUMMER GP, LLC | C | Control |
| THE EDELMAN FINANCIAL CENTER, INC. | DE | AWP GP LLC | C | Control |
| THE EDELMAN FINANCIAL CENTER, INC. | DE | AWP GP LLC | C | |
| THE EDELMAN FINANCIAL CENTER, INC. | DE | AWP GP LLC | C | |
| THE EDELMAN FINANCIAL CENTER, INC. | DE | AWP GP LLC | C | |
| THE EDELMAN FINANCIAL CENTER, INC. | DE | AWP GP LLC | C | |
| THE EDELMAN FINANCIAL CENTER, INC. | DE | AWP GP LLC | C | |
| THE EDELMAN FINANCIAL CENTER, INC. | DE | AWP GP LLC | C | |
| THE EDELMAN FINANCIAL CENTER, INC. | DE | AWP GP LLC | C | |
| THE EDELMAN FINANCIAL CENTER, INC. | DE | AWP GP LLC | C |
Registrations
Federal
IA
Mar 27, 2025 REGISTERED
Notice Filings (52)
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Address
4200 S. HULEN ST.SUITE 534
FORT WORTH, TX 76109
United States
Phone: 817-569-7000