ENVESTNET PORTFOLIO SOLUTIONS, INC.
CRD #109662 SEC #801-43579 CHICAGO, IL 312-827-2800
SEC Registered
Total AUM
$29.3B
Discretionary
$29.3B
Employees
394
Clients
--
Accounts
129,586
Firm Details
- Organization Type
- Corporation
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 19, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ANASTASSIADES, MICHEL, STAVROS | I | DIRECTOR | NA | Control |
| ANASTASSIADES, MICHEL, STAVROS | I | DIRECTOR | NA | Control |
| ANASTASSIADES, MICHEL, STAVROS | I | DIRECTOR | NA | Control |
| ANASTASSIADES, MICHEL, STAVROS | I | DIRECTOR | NA | Control |
| ANASTASSIADES, MICHEL, STAVROS | I | DIRECTOR | NA | Control |
| ANASTASSIADES, MICHEL, STAVROS | I | DIRECTOR | NA | Control |
| ANASTASSIADES, MICHEL, STAVROS | I | DIRECTOR | NA | Control |
| ANASTASSIADES, MICHEL, STAVROS | I | DIRECTOR | NA | Control |
| ANASTASSIADES, MICHEL, STAVROS | I | DIRECTOR | NA | Control |
| BARLETTA, JOHN, JOSEPH | I | CHIEF FINANCIAL OFFICER, TREASURER | NA | Control |
| BERGMAN, JUDSON, T | I | CHAIRMAN, CEO AND DIRECTOR | NA | Control |
| BERGMAN, JUDSON, T | I | CHAIRMAN, CEO AND DIRECTOR | NA | Control |
| BERGMAN, JUDSON, T | I | CHAIRMAN, CEO AND DIRECTOR | NA | Control |
| BERGMAN, JUDSON, T | I | CHAIRMAN, CEO AND DIRECTOR | NA | Control |
| BERGMAN, JUDSON, T | I | CHAIRMAN, CEO AND DIRECTOR | NA | Control |
| BERGMAN, JUDSON, T | I | CHAIRMAN, CEO AND DIRECTOR | NA | Control |
| BERGMAN, JUDSON, T | I | CHAIRMAN, CEO AND DIRECTOR | NA | Control |
| BERGMAN, JUDSON, T | I | CHAIRMAN, CEO AND DIRECTOR | NA | Control |
| BERGMAN, JUDSON, T | I | CHAIRMAN, CEO AND DIRECTOR | NA | Control |
| BERGMAN, JUDSON, T | I | CHAIRMAN, CEO AND DIRECTOR | NA | Control |
| BERGMAN, JUDSON, T | I | CHAIRMAN, CEO AND DIRECTOR | NA | Control |
| BERGMAN, JUDSON, T | I | CHAIRMAN, CEO AND DIRECTOR | NA | Control |
| BERGMAN, JUDSON, T | I | CHAIRMAN, CEO AND DIRECTOR | NA | Control |
| BERGMAN, JUDSON, T | I | CHAIRMAN, CEO AND DIRECTOR | NA | Control |
| BERGMAN, JUDSON, T | I | CHAIRMAN, CEO AND DIRECTOR | NA | Control |
| BERGMAN, JUDSON, T | I | CHAIRMAN, CEO AND DIRECTOR | NA | Control |
| BERGMAN, JUDSON, T | I | CHAIRMAN, CEO AND DIRECTOR | NA | Control |
| BERGMAN, JUDSON, T | I | CHAIRMAN, CEO AND DIRECTOR | NA | Control |
| BERGMAN, JUDSON, T | I | CHAIRMAN, CEO AND DIRECTOR | NA | Control |
| BERGMAN, JUDSON, T | I | CHAIRMAN, CEO AND DIRECTOR | NA | Control |
| BERGMAN, JUDSON, T | I | CHAIRMAN, CEO AND DIRECTOR | NA | Control |
| BERGMAN, JUDSON, T | I | CHAIRMAN, CEO AND DIRECTOR | NA | Control |
| BERGMAN, JUDSON, T | I | CHAIRMAN, CEO AND DIRECTOR | NA | Control |
| BERGMAN, JUDSON, T | I | CHAIRMAN, CEO AND DIRECTOR | NA | Control |
| BERGMAN, JUDSON, T | I | CHAIRMAN, CEO AND DIRECTOR | NA | Control |
| BERGMAN, JUDSON, T | I | CHAIRMAN, CEO AND DIRECTOR | NA | Control |
| BERGMAN, JUDSON, T | I | CHAIRMAN, CEO AND DIRECTOR | NA | Control |
| BERGMAN, JUDSON, T | I | CHAIRMAN, CEO AND DIRECTOR | NA | Control |
| BERGMAN, JUDSON, TAFT | I | CHAIRMAN, CEO AND DIRECTOR | NA | Control |
| BERGMAN, JUDSON, TAFT | I | CHIEF EXECUTIVE OFFICER, DIRECTOR | NA | Control |
| BERGMAN, JUDSON, TAFT | I | CHAIRMAN, CEO AND DIRECTOR | NA | Control |
| BIVILLE, PASCAL | I | DIRECTOR | NA | Control |
| BIVILLE, PASCAL | I | DIRECTOR | NA | Control |
| BIVILLE, PASCAL | I | DIRECTOR | NA | Control |
| BIVILLE, PASCAL | I | DIRECTOR | NA | Control |
| BIVILLE, PASCAL | I | DIRECTOR | NA | Control |
| BIVILLE, PASCAL | I | DIRECTOR | NA | Control |
| BIVILLE, PASCAL | I | DIRECTOR | NA | Control |
| BIVILLE, PASCAL | I | DIRECTOR | NA | Control |
| BIVILLE, PASCAL | I | DIRECTOR | NA | Control |
| BIVILLE, PASCAL | I | DIRECTOR | NA | Control |
| BIVILLE, PASCAL | I | DIRECTOR | NA | Control |
| BIVILLE, PASCAL | I | DIRECTOR | NA | Control |
| BIVILLE, PASCAL | I | DIRECTOR | NA | Control |
| BUTCHER, WILLIAM, C. | I | SVP | NA | |
| BUTCHER, WILLIAM, C. | I | SVP | NA | |
| CHOCK, CARTY, YUN KONG | I | DIRECTOR | NA | Control |
| CLIFT, TIMOTHY, JOHN | I | SVP CHIEF INVESTMENT OFFICER | NA | Control |
| CLIFT, TIMOTHY, JOHN | I | SVP CHIEF INVESTMENT OFFICER | NA | Control |
| CLIFT, TIMOTHY, JOHN | I | SVP CHIEF INVESTMENT OFFICER | NA | Control |
| CLIFT, TIMOTHY, JOHN | I | SVP CHIEF INVESTMENT OFFICER | NA | Control |
| CLIFT, TIMOTHY, JOHN | I | SVP CHIEF INVESTMENT OFFICER | NA | Control |
| CLIFT, TIMOTHY, JOHN | I | SVP CHIEF INVESTMENT OFFICER | NA | Control |
| CLIFT, TIMOTHY, JOHN | I | SVP CHIEF INVESTMENT OFFICER | NA | Control |
| CLIFT, TIMOTHY, JOHN | I | VP | NA | |
| CLIFT, TIMOTHY, JOHN | I | VP | NA | |
| CLIFT, TIMOTHY, JOHN | I | SVP CHIEF INVESTMENT OFFICER | NA | Control |
| CLIFT, TIMOTHY, JOHN | I | SVP CHIEF INVESTMENT OFFICER | NA | Control |
| CLIFT, TIMOTHY, JOHN | I | SVP CHIEF INVESTMENT OFFICER | NA | Control |
| CLIFT, TIMOTHY, JOHN | I | SVP CHIEF INVESTMENT OFFICER | NA | Control |
| CLIFT, TIMOTHY, JOHN | I | SVP CHIEF INVESTMENT OFFICER | NA | Control |
| CLIFT, TIMOTHY, JOHN | I | SVP CHIEF INVESTMENT OFFICER | NA | Control |
| CLIFT, TIMOTHY, JOHN | I | VP | NA | |
| CLIFT, TIMOTHY, JOHN | I | VP | NA | |
| CLIFT, TIMOTHY, JOHN | I | VP | NA | |
| CLIFT, TIMOTHY, JOHN | I | VP | NA | |
| CLIFT, TIMOTHY, JOHN | I | VP | NA | |
| CLIFT, TIMOTHY, JOHN | I | SVP CHIEF INVESTMENT OFFICER | NA | Control |
| CLIFT, TIMOTHY, JOHN | I | SVP CHIEF INVESTMENT OFFICER | NA | Control |
| COPPOLA, ROBERT, MICHAEL | I | CHIEF TECHNOLOGY OFFICER | NA | Control |
| COPPOLA, ROBERT, MICHAEL | I | CHIEF TECHNOLOGY OFFICER | NA | Control |
| COPPOLA, ROBERT, MICHAEL | I | CHIEF TECHNOLOGY OFFICER | NA | Control |
| COPPOLA, ROBERT, MICHAEL | I | CHIEF TECHNOLOGY OFFICER | NA | Control |
| COPPOLA, ROBERT, MICHAEL | I | CHIEF TECHNOLOGY OFFICER | NA | Control |
| COPPOLA, ROBERT, MICHAEL | I | CHIEF TECHNOLOGY OFFICER | NA | Control |
| CRAGER, WILLIAM, C. | I | PRESIDENT/MANAGING DIRECTOR | NA | Control |
| CRAGER, WILLIAM, C. | I | PRESIDENT/MANAGING DIRECTOR | NA | Control |
| CRAGER, WILLIAM, C. | I | PRESIDENT/MANAGING DIRECTOR | NA | Control |
| CRAGER, WILLIAM, C. | I | PRESIDENT/MANAGING DIRECTOR | NA | Control |
| CRAGER, WILLIAM, C. | I | PRESIDENT/MANAGING DIRECTOR | NA | Control |
| CRAGER, WILLIAM, C. | I | PRESIDENT/MANAGING DIRECTOR | NA | Control |
| CRAGER, WILLIAM, C. | I | PRESIDENT/MANAGING DIRECTOR | NA | Control |
| CRAGER, WILLIAM, C. | I | PRESIDENT/MANAGING DIRECTOR | NA | Control |
| CRAGER, WILLIAM, C. | I | PRESIDENT/MANAGING DIRECTOR | NA | Control |
| CRAGER, WILLIAM, C. | I | PRESIDENT/MANAGING DIRECTOR | NA | Control |
| CRAGER, WILLIAM, C. | I | PRESIDENT/MANAGING DIRECTOR | NA | Control |
| CRAGER, WILLIAM, C. | I | PRESIDENT/MANAGING DIRECTOR | NA | Control |
| CRAGER, WILLIAM, C. | I | EXECUTIVE VICE-PRESIDENT | NA | Control |
| CRAGER, WILLIAM, C. | I | PRESIDENT/MANAGING DIRECTOR | NA | Control |
| CRAGER, WILLIAM, C. | I | PRESIDENT/MANAGING DIRECTOR | NA | Control |
| CRAGER, WILLIAM, C. | I | PRESIDENT/MANAGING DIRECTOR | NA | Control |
| CRAGER, WILLIAM, C. | I | PRESIDENT/MANAGING DIRECTOR | NA | Control |
| CRAGER, WILLIAM, C. | I | PRESIDENT/MANAGING DIRECTOR | NA | Control |
| CRAGER, WILLIAM, C. | I | PRESIDENT/MANAGING DIRECTOR | NA | Control |
| CRAGER, WILLIAM, C. | I | PRESIDENT/MANAGING DIRECTOR | NA | Control |
| CRAGER, WILLIAM, C. | I | PRESIDENT/MANAGING DIRECTOR | NA | Control |
| CRAGER, WILLIAM, C. | I | PRESIDENT/MANAGING DIRECTOR | NA | Control |
| CRAGER, WILLIAM, C. | I | PRESIDENT/MANAGING DIRECTOR | NA | Control |
| CRAGER, WILLIAM, C. | I | PRESIDENT/MANAGING DIRECTOR | NA | Control |
| CRAGER, WILLIAM, C. | I | PRESIDENT/MANAGING DIRECTOR | NA | Control |
| CRAGER, WILLIAM, C. | I | PRESIDENT/MANAGING DIRECTOR | NA | Control |
| CRAGER, WILLIAM, C. | I | PRESIDENT/MANAGING DIRECTOR | NA | Control |
| CRAGER, WILLIAM, C. | I | PRESIDENT/MANAGING DIRECTOR | NA | Control |
| CRAGER, WILLIAM, C. | I | PRESIDENT/MANAGING DIRECTOR | NA | Control |
| CRAGER, WILLIAM, C. | I | PRESIDENT/MANAGING DIRECTOR | NA | Control |
| CRAGER, WILLIAM, C. | I | INERIM CEO | NA | Control |
| CRAGER, WILLIAM, C. | I | PRESIDENT/MANAGING DIRECTOR | NA | Control |
| CRAGER, WILLIAM, C. | I | CEO | NA | Control |
| CRAGER, WILLIAM, C. | I | CEO | NA | Control |
| CRAGER, WILLIAM, C. | I | CEO | NA | Control |
| CRAGER, WILLIAM, C. | I | CEO | NA | Control |
| CRAGER, WILLIAM, C. | I | CEO | NA | Control |
| CRAGER, WILLIAM, C. | I | CEO | NA | Control |
| CRAGER, WILLIAM, C. | I | CEO | NA | Control |
| CRAGER, WILLIAM, C. | I | CEO | NA | Control |
| CRAGER, WILLIAM, C. | I | CEO | NA | Control |
| CRAGER, WILLIAM, C. | I | CEO | NA | Control |
| CRAGER, WILLIAM, C. | I | CEO | NA | Control |
| CRAGER, WILLIAM, C. | I | CEO | NA | Control |
| CRAGER, WILLIAM, C. | I | CEO | NA | Control |
| CRAGER, WILLIAM, C. | I | CEO | NA | Control |
| CUDDY, BROOK, L | I | DIRECTOR | NA | Control |
| CUDDY, BROOK, L | I | DIRECTOR | NA | Control |
| CUDDY, BROOK, L | I | DIRECTOR | NA | Control |
| CUDDY, BROOK, L | I | DIRECTOR | NA | Control |
| D'AURIA, DANA, MARIE | I | CO-CIO | NA | Control |
| D'AURIA, DANA, MARIE | I | CO-CIO | NA | Control |
| D'AURIA, DANA, MARIE | I | CO-CIO | NA | Control |
| D'AURIA, DANA, MARIE | I | CO-CIO | NA | Control |
| D'AURIA, DANA, MARIE | I | CO-CIO | NA | Control |
| D'AURIA, DANA, MARIE | I | CO-CIO | NA | Control |
| D'AURIA, DANA, MARIE | I | CO-CIO | NA | Control |
| D'AURIA, DANA, MARIE | I | CO-CIO | NA | Control |
| D'AURIA, DANA, MARIE | I | CO-CIO | NA | Control |
| D'AURIA, DANA, MARIE | I | CO-CIO | NA | Control |
| D'AURIA, DANA, MARIE | I | CO-CIO | NA | Control |
| D'AURIA, DANA, MARIE | I | CO-CIO | NA | Control |
| D'AURIA, DANA, MARIE | I | CO-CIO | NA | Control |
| D'AURIA, DANA, MARIE | I | CO-CIO | NA | Control |
| D'AURIA, DANA, MARIE | I | CO-CIO | NA | Control |
| D'AURIA, DANA, MARIE | I | CO-CIO | NA | Control |
| D'AURIA, DANA, MARIE | I | CO-CIO | NA | Control |
| D'AURIA, DANA, MARIE | I | CO-CIO | NA | Control |
| D'AURIA, DANA, MARIE | I | CO-CIO | NA | Control |
| DARRIGO, PETER, H | I | CHIEF FINANCIAL OFFICER | NA | Control |
| DARRIGO, PETER, H | I | CHIEF FINANCIAL OFFICER | NA | Control |
| DARRIGO, PETER, H | I | CHIEF FINANCIAL OFFICER | NA | Control |
| DARRIGO, PETER, H | I | CHIEF FINANCIAL OFFICER | NA | Control |
| DARRIGO, PETER, H | I | CHIEF FINANCIAL OFFICER | NA | Control |
| DARRIGO, PETER, H | I | CHIEF FINANCIAL OFFICER | NA | Control |
| DARRIGO, PETER, H | I | CHIEF FINANCIAL OFFICER | NA | Control |
| DARRIGO, PETER, H | I | CHIEF FINANCIAL OFFICER | NA | Control |
| DARRIGO, PETER, H | I | CHIEF FINANCIAL OFFICER | NA | Control |
| DARRIGO, PETER, H | I | CHIEF FINANCIAL OFFICER | NA | Control |
| DARRIGO, PETER, H | I | CHIEF FINANCIAL OFFICER | NA | Control |
| DARRIGO, PETER, H | I | CHIEF FINANCIAL OFFICER | NA | Control |
| DARRIGO, PETER, H | I | CHIEF FINANCIAL OFFICER | NA | Control |
| DARRIGO, PETER, H | I | CHIEF FINANCIAL OFFICER | NA | Control |
| DARRIGO, PETER, H | I | CHIEF FINANCIAL OFFICER | NA | Control |
| DARRIGO, PETER, H | I | CHIEF FINANCIAL OFFICER | NA | Control |
| DARRIGO, PETER, H | I | CHIEF FINANCIAL OFFICER | NA | Control |
| DARRIGO, PETER, H | I | CHIEF FINANCIAL OFFICER | NA | Control |
| DARRIGO, PETER, H | I | CHIEF FINANCIAL OFFICER | NA | Control |
| DARRIGO, PETER, H | I | CHIEF FINANCIAL OFFICER | NA | Control |
| DARRIGO, PETER, H | I | CHIEF FINANCIAL OFFICER | NA | Control |
| DARRIGO, PETER, H | I | CHIEF FINANCIAL OFFICER | NA | Control |
| DARRIGO, PETER, H | I | CHIEF FINANCIAL OFFICER | NA | Control |
| DARRIGO, PETER, H | I | CHIEF FINANCIAL OFFICER | NA | Control |
| DARRIGO, PETER, H | I | CHIEF FINANCIAL OFFICER | NA | Control |
| DARRIGO, PETER, H | I | CHIEF FINANCIAL OFFICER | NA | Control |
| DARRIGO, PETER, H | I | CHIEF FINANCIAL OFFICER | NA | Control |
| DARRIGO, PETER, H | I | CHIEF FINANCIAL OFFICER | NA | Control |
| DARRIGO, PETER, H | I | CHIEF FINANCIAL OFFICER | NA | Control |
| DARRIGO, PETER, H | I | CHIEF FINANCIAL OFFICER | NA | Control |
| DARRIGO, PETER, H | I | CHIEF FINANCIAL OFFICER | NA | Control |
| DARRIGO, PETER, H | I | CHIEF FINANCIAL OFFICER | NA | Control |
| DARRIGO, PETER, H | I | CHIEF FINANCIAL OFFICER | NA | Control |
| DARRIGO, PETER, H | I | CHIEF FINANCIAL OFFICER | NA | Control |
| DARRIGO, PETER, H | I | CHIEF FINANCIAL OFFICER | NA | Control |
| DARRIGO, PETER, H | I | CHIEF FINANCIAL OFFICER | NA | Control |
| DARRIGO, PETER, H | I | CHIEF FINANCIAL OFFICER | NA | Control |
| DARRIGO, PETER, H | I | CHIEF FINANCIAL OFFICER | NA | Control |
| DARRIGO, PETER, H | I | CHIEF FINANCIAL OFFICER | NA | Control |
| DARRIGO, PETER, H | I | CHIEF FINANCIAL OFFICER | NA | Control |
| DARRIGO, PETER, H | I | CHIEF FINANCIAL OFFICER | NA | Control |
| DARRIGO, PETER, H | I | CHIEF FINANCIAL OFFICER | NA | Control |
| DARRIGO, PETER, H | I | CHIEF FINANCIAL OFFICER | NA | Control |
| DARRIGO, PETER, H | I | CHIEF FINANCIAL OFFICER | NA | Control |
| DELCOL, ROBERT, EGIDIO | I | CHAIRMAN | NA | Control |
| DELCOL, ROBERT, EGIDIO | I | CHAIRMAN | NA | Control |
| DELCOL, ROBERT, EGIDIO | I | CHAIRMAN | NA | Control |
| DELCOL, ROBERT, EGIDIO | I | PRESIDENT | NA | Control |
| DELCOL, ROBERT, EGIDIO | I | PRESIDENT, DIRECTOR | NA | Control |
| DELCOL, ROBERT, EGIDIO | I | CHAIRMAN | NA | Control |
| DELCOL, ROBERT, EGIDIO | I | PRESIDENT | NA | Control |
| DELCOL, ROBERT, EGIDIO | I | CHAIRMAN | NA | Control |
| DENNERY, PASCALE, CHARLOTTE | I | DIRECTOR | NA | Control |
| DENNERY, PASCALE, CHARLOTTE | I | DIRECTOR | NA | Control |
| DENNERY, PASCALE, CHARLOTTE | I | DIRECTOR | NA | Control |
| DENNERY, PASCALE, CHARLOTTE | I | DIRECTOR | NA | Control |
| DENNERY, PASCALE, CHARLOTTE | I | DIRECTOR | NA | Control |
| DEVOE, DEBRA, JANE | I | SVP, CHIEF COMPLIANCE OFFICER | NA | |
| DEVOE, DEBRA, JANE | I | SVP, CHIEF COMPLIANCE OFFICER | NA | |
| DEVOE, DEBRA, JANE | I | SVP, CHIEF COMPLIANCE OFFICER | NA | |
| DEVOE, DEBRA, JANE | I | SVP, CHIEF COMPLIANCE OFFICER | NA | Control |
| DEVOE, DEBRA, JANE | I | SVP, CHIEF COMPLIANCE OFFICER | NA | |
| DEVOE, DEBRA, JANE | I | SVP, CHIEF COMPLIANCE OFFICER | NA | |
| DEVOE, DEBRA, JANE | I | SVP, CHIEF COMPLIANCE OFFICER | NA | Control |
| DEVOE, DEBRA, JANE | I | SVP, CHIEF COMPLIANCE OFFICER | NA | |
| DEVOE, DEBRA, JANE | I | SVP, CHIEF COMPLIANCE OFFICER | NA | |
| DEVOE, DEBRA, JANE | I | SVP, CHIEF COMPLIANCE OFFICER | NA | |
| DEVOE, DEBRA, JANE | I | SVP, CHIEF COMPLIANCE OFFICER | NA | |
| DEVOE, DEBRA, JANE | I | SVP, CHIEF COMPLIANCE OFFICER | NA | |
| DEVOE, DEBRA, JANE | I | SVP, CHIEF COMPLIANCE OFFICER | NA | |
| DEVOE, DEBRA, JANE | I | SVP, CHIEF COMPLIANCE OFFICER | NA | |
| DEVOE, DEBRA, JANE | I | SVP, CHIEF COMPLIANCE OFFICER | NA | |
| DEVOE, DEBRA, JANE | I | SVP, CHIEF COMPLIANCE OFFICER | NA | |
| DEVOE, DEBRA, JANE | I | SVP, CHIEF COMPLIANCE OFFICER | NA | |
| DEVOE, DEBRA, JANE | I | SVP, CHIEF COMPLIANCE OFFICER | NA | |
| DEVOE, DEBRA, JANE | I | SVP, CHIEF COMPLIANCE OFFICER | NA | |
| DEVOE, DEBRA, JANE | I | SVP, CHIEF COMPLIANCE OFFICER | NA | |
| DEVOE, DEBRA, JANE | I | SVP, CHIEF COMPLIANCE OFFICER | NA | |
| DEVOE, DEBRA, JANE | I | SVP, CHIEF COMPLIANCE OFFICER | NA | |
| DEVOE, DEBRA, JANE | I | SVP, CHIEF COMPLIANCE OFFICER | NA | |
| DEVOE, DEBRA, JANE | I | SVP, CHIEF COMPLIANCE OFFICER | NA | |
| DEVOE, DEBRA, JANE | I | SVP, CHIEF COMPLIANCE OFFICER | NA | |
| DEVOE, DEBRA, JANE | I | SVP, CHIEF COMPLIANCE OFFICER | NA | |
| DEVOE, DEBRA, JANE | I | SVP, CHIEF COMPLIANCE OFFICER | NA | |
| DEVOE, DEBRA, JANE | I | SVP, CHIEF COMPLIANCE OFFICER | NA | |
| DEVOE, DEBRA, JANE | I | SVP, CHIEF COMPLIANCE OFFICER | NA | |
| DEVOE, DEBRA, JANE | I | SVP, CHIEF COMPLIANCE OFFICER | NA | |
| DEVOE, DEBRA, JANE | I | SVP, CHIEF COMPLIANCE OFFICER | NA | |
| DEVOE, DEBRA, JANE | I | SVP/CHIEF COMPLIANCE OFFICER/ MANAGING DIRECTOR | NA | |
| DEVOE, DEBRA, JANE | I | SVP/CHIEF COMPLIANCE OFFICER/ MANAGING DIRECTOR | NA | |
| DEVOE, DEBRA, JANE | I | SVP/CHIEF COMPLIANCE OFFICER/ MANAGING DIRECTOR | NA | |
| DEVOE, DEBRA, JANE | I | SVP/CHIEF COMPLIANCE OFFICER/ MANAGING DIRECTOR | NA | |
| DEVOE, DEBRA, JANE | I | SVP/CHIEF COMPLIANCE OFFICER/ MANAGING DIRECTOR | NA | |
| DEVOE, DEBRA, JANE | I | SVP/CHIEF COMPLIANCE OFFICER/ MANAGING DIRECTOR | NA | |
| DEVOE, DEBRA, JANE | I | SVP/CHIEF COMPLIANCE OFFICER/ MANAGING DIRECTOR | NA | |
| DEVOE, DEBRA, JANE | I | SVP/CHIEF COMPLIANCE OFFICER/ MANAGING DIRECTOR | NA | |
| DEVOE, DEBRA, JANE | I | SVP/CHIEF COMPLIANCE OFFICER/ MANAGING DIRECTOR | NA | |
| DEVOE, DEBRA, JANE | I | SVP/CHIEF COMPLIANCE OFFICER/ MANAGING DIRECTOR | NA | |
| DEVOE, DEBRA, JANE | I | SVP/CHIEF COMPLIANCE OFFICER/ MANAGING DIRECTOR | NA | |
| DEVOE, DEBRA, JANE | I | SVP/CHIEF COMPLIANCE OFFICER/ MANAGING DIRECTOR | NA | |
| DEVOE, DEBRA, JANE | I | CHIEF COMPLIANCE OFFICER | NA | |
| DEVOE, DEBRA, JANE | I | CHIEF COMPLIANCE OFFICER | NA | |
| DEVOE, DEBRA, JANE | I | CHIEF COMPLIANCE OFFICER | NA | |
| DONNELLY, SCOTT, LAWRENCE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DONNELLY, SCOTT, LAWRENCE | I | CHIEF COMPLIANCE OFFICER, ASSISTANT SECRETARY | NA | Control |
| DONNELLY, SCOTT, LAWRENCE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DONNELLY, SCOTT, LAWRENCE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DONNELLY, SCOTT, LAWRENCE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DONNELLY, SCOTT, LAWRENCE | I | CHIEF COMPLIANCE OFFICER, ASSISTANT SECRETARY | NA | Control |
| DONNELLY, SCOTT, LAWRENCE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DONNELLY, SCOTT, LAWRENCE | I | CHIEF COMPLIANCE OFFICER, ASSISTANT SECRETARY | NA | Control |
| DONNELLY, SCOTT, LAWRENCE | I | CHIEF COMPLIANCE OFFICER, ASSISTANT SECRETARY | NA | Control |
| DONNELLY, SCOTT, LAWRENCE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DONNELLY, SCOTT, LAWRENCE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DONNELLY, SCOTT, LAWRENCE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DONNELLY, SCOTT, LAWRENCE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DONNELLY, SCOTT, LAWRENCE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DONNELLY, SCOTT, LAWRENCE | I | CHIEF COMPLIANCE OFFICER, ASSISTANT SECRETARY | NA | Control |
| DONNELLY, SCOTT, LAWRENCE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| EVANS, KATHRYN, MICHELE | I | CHIEF OPERATIONS OFFICER | NA | Control |
| EVANS, KATHRYN, MICHELE | I | CHIEF OPERATIONS OFFICER | NA | Control |
| EVANS, KATHRYN, MICHELE | I | CHIEF OPERATIONS OFFICER | NA | Control |
| FOX, JAMES, LAWRENCE | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER, DIRECTOR | NA | Control |
| FOX, JAMES, LAWRENCE | I | CHAIRMAN | NA | Control |
| FOX, JAMES, LAWRENCE | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER, DIRECTOR | NA | Control |
| FOX, JAMES, LAWRENCE | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER, DIRECTOR | NA | Control |
| FOX, JAMES, LAWRENCE | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER, DIRECTOR | NA | Control |
| FOX, JAMES, LAWRENCE | I | CHAIRMAN | NA | Control |
| FOX, JAMES, LAWRENCE | I | CHAIRMAN | NA | Control |
| FOX, JAMES, LAWRENCE | I | CHAIRMAN | NA | Control |
| FOX, JAMES, LAWRENCE | I | EVP, CHIEF OPERATING OFFICER, DIRECTOR | NA | Control |
| FOX, JAMES, LAWRENCE | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER, DIRECTOR | NA | Control |
| FOX, JAMES, LAWRENCE | I | EVP CHIEF OPERATING OFFICER | NA | Control |
| FOX, JAMES, LAWRENCE | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER, DIRECTOR | NA | Control |
| FOX, JAMES, LAWRENCE | I | CHAIRMAN | NA | Control |
| FOX, JAMES, LAWRENCE | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER, DIRECTOR | NA | Control |
| FOX, JAMES, LAWRENCE | I | INTERIM CHIEF EXECUTIVE OFFICER | NA | Control |
| FOX, JAMES, LAWRENCE | I | INTERIM CHIEF EXECUTIVE OFFICER | NA | Control |
| FOX, JAMES, LAWRENCE | I | INTERIM CHIEF EXECUTIVE OFFICER | NA | Control |
| FOX, JAMES, LAWRENCE | I | INTERIM CHIEF EXECUTIVE OFFICER | NA | Control |
| GLICENSTEIN, GILLES | I | DIRECTOR | NA | Control |
| GLICENSTEIN, GILLES | I | DIRECTOR | NA | Control |
| GLICENSTEIN, GILLES | I | DIRECTOR | NA | Control |
| GLICENSTEIN, GILLES | I | DIRECTOR | NA | Control |
| GREEN, ERIC, ALAN | I | DIRECTOR | NA | Control |
| GREEN, ERIC, ALAN | I | DIRECTOR | NA | Control |
| GRINIS, SCOTT, DAVID | I | EVP/CHIEF TECHNOLOGY OFFICER | NA | Control |
| GRINIS, SCOTT, DAVID | I | EVP/CHIEF TECHNOLOGY OFFICER | NA | Control |
| GRINIS, SCOTT, DAVID | I | EVP/CHIEF TECHNOLOGY OFFICER | NA | Control |
| GRINIS, SCOTT, DAVID | I | EVP/CHIEF TECHNOLOGY OFFICER | NA | Control |
| GRINIS, SCOTT, DAVID | I | EVP/CHIEF TECHNOLOGY OFFICER | NA | Control |
| GRINIS, SCOTT, DAVID | I | EVP/CHIEF TECHNOLOGY OFFICER | NA | Control |
| GRINIS, SCOTT, DAVID | I | EVP/CHIEF TECHNOLOGY OFFICER | NA | Control |
| GRINIS, SCOTT, DAVID | I | EVP/CHIEF TECHNOLOGY OFFICER | NA | Control |
| GRINIS, SCOTT, DAVID | I | EVP/CHIEF TECHNOLOGY OFFICER | NA | Control |
| GRINIS, SCOTT, DAVID | I | EVP/CHIEF TECHNOLOGY OFFICER | NA | Control |
| GRINIS, SCOTT, DAVID | I | EVP/CHIEF TECHNOLOGY OFFICER | NA | Control |
| GRINIS, SCOTT, DAVID | I | EVP/CHIEF TECHNOLOGY OFFICER | NA | Control |
| GRINIS, SCOTT, DAVID | I | EXECUTIVE VICE-PRESIDENT, CHIEF TECHNOLOGY OFFICER | NA | Control |
| GRINIS, SCOTT, DAVID | I | EVP/CHIEF TECHNOLOGY OFFICER | NA | Control |
| GRINIS, SCOTT, DAVID | I | EVP/CHIEF TECHNOLOGY OFFICER | NA | Control |
| GRINIS, SCOTT, DAVID | I | EVP/CHIEF TECHNOLOGY OFFICER | NA | Control |
| GRINIS, SCOTT, DAVID | I | EVP/CHIEF TECHNOLOGY OFFICER | NA | Control |
| GRINIS, SCOTT, DAVID | I | EVP/CHIEF TECHNOLOGY OFFICER | NA | Control |
| GRINIS, SCOTT, DAVID | I | EVP/CHIEF TECHNOLOGY OFFICER | NA | Control |
| GRINIS, SCOTT, DAVID | I | EVP/CHIEF TECHNOLOGY OFFICER | NA | Control |
| GRINIS, SCOTT, DAVID | I | EVP/CHIEF TECHNOLOGY OFFICER | NA | Control |
| GRINIS, SCOTT, DAVID | I | EVP/CHIEF TECHNOLOGY OFFICER | NA | Control |
| GRINIS, SCOTT, DAVID | I | EVP/CHIEF TECHNOLOGY OFFICER | NA | Control |
| GRINIS, SCOTT, DAVID | I | EVP/CHIEF TECHNOLOGY OFFICER | NA | Control |
| GRINIS, SCOTT, DAVID | I | EVP/CHIEF TECHNOLOGY OFFICER | NA | Control |
| GRINIS, SCOTT, DAVID | I | EVP/CHIEF TECHNOLOGY OFFICER | NA | Control |
| GRINIS, SCOTT, DAVID | I | EVP/CHIEF TECHNOLOGY OFFICER | NA | Control |
| GRINIS, SCOTT, DAVID | I | EVP/CHIEF TECHNOLOGY OFFICER | NA | Control |
| GRINIS, SCOTT, DAVID | I | EVP/CHIEF TECHNOLOGY OFFICER | NA | Control |
| GRINIS, SCOTT, DAVID | I | EVP/CHIEF TECHNOLOGY OFFICER | NA | Control |
| GRINIS, SCOTT, DAVID | I | EVP/CHIEF TECHNOLOGY OFFICER | NA | Control |
| GRINIS, SCOTT, DAVID | I | EVP/CHIEF TECHNOLOGY OFFICER | NA | Control |
| GRINIS, SCOTT, DAVID | I | EVP/CHIEF TECHNOLOGY OFFICER | NA | Control |
| GRINIS, SCOTT, DAVID | I | EVP/CHIEF TECHNOLOGY OFFICER | NA | Control |
| GRINIS, SCOTT, DAVID | I | EVP/CHIEF TECHNOLOGY OFFICER | NA | Control |
| GRINIS, SCOTT, DAVID | I | EVP/CHIEF TECHNOLOGY OFFICER | NA | Control |
| Hofmann, John | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Hofmann, John | I | CHIEF FINANCIAL OFFICER | NA | Control |
| JOHN, ANTONY, GWILYM | I | DIRECTOR | NA | Control |
| JOHN, ANTONY, GWILYM | I | DIRECTOR | NA | Control |
| JOHN, ANTONY, GWILYM | I | DIRECTOR | NA | Control |
| JOHN, ANTONY, GWILYM | I | DIRECTOR | NA | Control |
| JOHN, ANTONY, GWILYM | I | DIRECTOR | NA | Control |
| JOHN, ANTONY, GWILYM | I | DIRECTOR | NA | Control |
| LAPOMME, PIERRE, MARC | I | DIRECTOR | NA | Control |
| LAPOMME, PIERRE, MARC | I | DIRECTOR | NA | Control |
| LAPOMME, PIERRE, MARC | I | DIRECTOR | NA | Control |
| LAPOMME, PIERRE, MARC | I | DIRECTOR | NA | Control |
| LAPOMME, PIERRE, MARC | I | DIRECTOR | NA | Control |
| LAPOMME, PIERRE, MARC | I | DIRECTOR | NA | Control |
| LAPOMME, PIERRE, MARC | I | DIRECTOR | NA | Control |
| LAPOMME, PIERRE, MARC | I | DIRECTOR | NA | Control |
| MAC VEAGH, CHARLTON | I | SVP | NA | Control |
| MAC VEAGH, CHARLTON | I | SVP | NA | Control |
| MARCHESSAUX, PHILIPPE | I | DIRECTOR | NA | Control |
| MARCHESSAUX, PHILIPPE | I | DIRECTOR | NA | Control |
| MARCHESSAUX, PHILIPPE | I | DIRECTOR | NA | Control |
| MARCHESSAUX, PHILIPPE | I | DIRECTOR | NA | Control |
| MARCHESSAUX, PHILIPPE | I | DIRECTOR | NA | Control |
| MARCHESSAUX, PHILIPPE | I | DIRECTOR | NA | Control |
| MARCHESSAUX, PHILIPPE | I | DIRECTOR | NA | Control |
| MARCHESSAUX, PHILIPPE | I | DIRECTOR | NA | Control |
| MARCHESSAUX, PHILIPPE | I | DIRECTOR | NA | Control |
| MARCHESSAUX, PHILIPPE | I | DIRECTOR | NA | Control |
| MARCHESSAUX, PHILIPPE | I | DIRECTOR | NA | Control |
| MARCHESSAUX, PHILIPPE | I | DIRECTOR | NA | Control |
| MARCHESSAUX, PHILIPPE | I | DIRECTOR | NA | Control |
| MASTROGIOVANNI, RENATO | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| MASTROGIOVANNI, RENATO | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| MASTROGIOVANNI, RENATO | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| MASTROGIOVANNI, RENATO | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| MASTROGIOVANNI, RENATO | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| MASTROGIOVANNI, RENATO | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| MASTROGIOVANNI, RENATO | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| MAYER, JOSHUA, DAVID | I | CHIEF OPERATING OFFICER | NA | Control |
| MAYER, JOSHUA, DAVID | I | CHIEF OPERATING OFFICER | NA | Control |
| MAYER, JOSHUA, DAVID | I | CHIEF OPERATING OFFICER | NA | Control |
| MAYER, JOSHUA, DAVID | I | CHIEF OPERATING OFFICER | NA | Control |
| MAYER, JOSHUA, DAVID | I | CHIEF OPERATING OFFICER | NA | Control |
| MAYER, JOSHUA, DAVID | I | CHIEF OPERATING OFFICER | NA | Control |
| MAYER, JOSHUA, DAVID | I | CHIEF OPERATING OFFICER | NA | Control |
| MAYER, JOSHUA, DAVID | I | CHIEF OPERATING OFFICER | NA | Control |
| MAYER, JOSHUA, DAVID | I | CHIEF OPERATING OFFICER | NA | Control |
| MAYER, JOSHUA, DAVID | I | CHIEF OPERATING OFFICER | NA | Control |
| MAYER, JOSHUA, DAVID | I | CHIEF OPERATING OFFICER | NA | Control |
| MAYER, JOSHUA, DAVID | I | CHIEF OPERATING OFFICER | NA | Control |
| MAYER, JOSHUA, DAVID | I | CHIEF OPERATING OFFICER | NA | Control |
| MAYER, JOSHUA, DAVID | I | CHIEF OPERATING OFFICER | NA | Control |
| MAYER, JOSHUA, DAVID | I | CHIEF OPERATING OFFICER | NA | Control |
| MAYER, JOSHUA, DAVID | I | CHIEF OPERATING OFFICER | NA | Control |
| MAYER, JOSHUA, DAVID | I | CHIEF OPERATING OFFICER | NA | Control |
| MAYER, JOSHUA, DAVID | I | CHIEF OPERATING OFFICER | NA | Control |
| MAYER, JOSHUA, DAVID | I | CHIEF OPERATING OFFICER | NA | Control |
| MAYER, JOSHUA, DAVID | I | CHIEF OPERATING OFFICER | NA | Control |
| MAYER, JOSHUA, DAVID | I | CHIEF OPERATING OFFICER | NA | Control |
| MAYER, JOSHUA, DAVID | I | CHIEF OPERATING OFFICER | NA | Control |
| MAYER, JOSHUA, DAVID | I | CHIEF OPERATING OFFICER | NA | Control |
| MAYER, JOSHUA, DAVID | I | CHIEF OPERATING OFFICER | NA | Control |
| MAYER, JOSHUA, DAVID | I | CHIEF OPERATING OFFICER | NA | Control |
| MAYER, JOSHUA, DAVID | I | CHIEF OPERATING OFFICER | NA | Control |
| MAYER, JOSHUA, DAVID | I | CHIEF OPERATING OFFICER | NA | Control |
| MAYER, JOSHUA, DAVID | I | CHIEF OPERATING OFFICER | NA | Control |
| MAYER, JOSHUA, DAVID | I | CHIEF OPERATING OFFICER | NA | Control |
| MAYER, JOSHUA, DAVID | I | CHIEF OPERATING OFFICER | NA | Control |
| MEISTER, ROBIN, SUE | I | CHIEF LEGAL OFFICER AND SECRETARY | NA | Control |
| MEISTER, ROBIN, SUE | I | CHIEF LEGAL OFFICER AND SECRETARY | NA | Control |
| MEISTER, ROBIN, SUE | I | CHIEF LEGAL OFFICER AND SECRETARY | NA | Control |
| MEISTER, ROBIN, SUE | I | CHIEF LEGAL OFFICER AND SECRETARY | NA | Control |
| MEISTER, ROBIN, SUE | I | CHIEF LEGAL OFFICER AND SECRETARY | NA | Control |
| O'BRIEN, SHELLY, S | I | EVP/GENERAL COUNSEL/SECRETARY | NA | Control |
| O'BRIEN, SHELLY, S | I | EVP/GENERAL COUNSEL/SECRETARY | NA | Control |
| O'BRIEN, SHELLY, S | I | EVP/GENERAL COUNSEL/SECRETARY | NA | Control |
| O'BRIEN, SHELLY, S | I | EVP/GENERAL COUNSEL/SECRETARY | NA | Control |
| O'BRIEN, SHELLY, S | I | EVP/GENERAL COUNSEL/SECRETARY | NA | Control |
| O'BRIEN, SHELLY, S | I | EVP/GENERAL COUNSEL/SECRETARY | NA | Control |
| O'BRIEN, SHELLY, S | I | EVP/GENERAL COUNSEL/SECRETARY/CCO | NA | Control |
| O'BRIEN, SHELLY, S | I | EVP/GENERAL COUNSEL/SECRETARY/CCO | NA | Control |
| O'BRIEN, SHELLY, S | I | EVP/GENERAL COUNSEL/SECRETARY | NA | Control |
| O'BRIEN, SHELLY, S | I | EVP/GENERAL COUNSEL/SECRETARY | NA | Control |
| O'BRIEN, SHELLY, S | I | EVP/GENERAL COUNSEL/SECRETARY | NA | Control |
| O'BRIEN, SHELLY, S | I | EVP/GENERAL COUNSEL/SECRETARY | NA | Control |
| O'BRIEN, SHELLY, S | I | SECRETARY | NA | Control |
| O'BRIEN, SHELLY, S | I | EVP/GENERAL COUNSEL/SECRETARY | NA | Control |
| O'BRIEN, SHELLY, S | I | EVP/GENERAL COUNSEL/SECRETARY | NA | Control |
| O'BRIEN, SHELLY, S | I | EVP/GENERAL COUNSEL/SECRETARY/CCO | NA | Control |
| O'BRIEN, SHELLY, S | I | EVP/GENERAL COUNSEL/SECRETARY | NA | Control |
| O'BRIEN, SHELLY, S | I | EVP/GENERAL COUNSEL/SECRETARY | NA | Control |
| O'BRIEN, SHELLY, S | I | EVP/GENERAL COUNSEL/SECRETARY | NA | Control |
| O'BRIEN, SHELLY, S | I | EVP/GENERAL COUNSEL/SECRETARY | NA | Control |
| O'BRIEN, SHELLY, S | I | EVP/GENERAL COUNSEL/SECRETARY | NA | Control |
| O'BRIEN, SHELLY, S | I | EVP/GENERAL COUNSEL/SECRETARY | NA | Control |
| O'BRIEN, SHELLY, S | I | EVP/GENERAL COUNSEL/SECRETARY | NA | Control |
| O'BRIEN, SHELLY, S | I | EVP/GENERAL COUNSEL/SECRETARY | NA | Control |
| O'BRIEN, SHELLY, S | I | EVP/GENERAL COUNSEL/SECRETARY | NA | Control |
| O'BRIEN, SHELLY, S | I | EVP/GENERAL COUNSEL/SECRETARY | NA | Control |
| O'BRIEN, SHELLY, S | I | EVP/GENERAL COUNSEL/SECRETARY | NA | Control |
| O'BRIEN, SHELLY, S | I | EVP/GENERAL COUNSEL/SECRETARY | NA | Control |
| O'BRIEN, SHELLY, S | I | EVP/GENERAL COUNSEL/SECRETARY | NA | Control |
| O'BRIEN, SHELLY, S | I | EVP/GENERAL COUNSEL/SECRETARY | NA | Control |
| O'BRIEN, SHELLY, S | I | EVP/GENERAL COUNSEL/SECRETARY | NA | Control |
| O'BRIEN, SHELLY, S | I | EVP/GENERAL COUNSEL/SECRETARY | NA | Control |
| O'BRIEN, SHELLY, S | I | EVP/GENERAL COUNSEL/SECRETARY | NA | Control |
| O'BRIEN, SHELLY, S | I | EVP/GENERAL COUNSEL/SECRETARY | NA | Control |
| O'BRIEN, SHELLY, S | I | EVP/GENERAL COUNSEL/SECRETARY | NA | Control |
| O'BRIEN, SHELLY, S | I | EVP/GENERAL COUNSEL/SECRETARY | NA | Control |
| O'BRIEN, SHELLY, S | I | EVP/GENERAL COUNSEL/SECRETARY | NA | Control |
| O'BRIEN, SHELLY, S | I | EVP/GENERAL COUNSEL/SECRETARY | NA | Control |
| O'BRIEN, SHELLY, S | I | EVP/GENERAL COUNSEL/SECRETARY | NA | Control |
| O'BRIEN, SHELLY, S | I | EVP/GENERAL COUNSEL/SECRETARY | NA | Control |
| O'BRIEN, SHELLY, S | I | CHIEF LEGAL OFFICER/GENERAL COUNSEL/SECRETARY | NA | Control |
| O'BRIEN, SHELLY, S | I | CHIEF LEGAL OFFICER/GENERAL COUNSEL/SECRETARY | NA | Control |
| O'BRIEN, SHELLY, S | I | CHIEF LEGAL OFFICER/GENERAL COUNSEL/SECRETARY | NA | Control |
| O'BRIEN, SHELLY, S | I | CHIEF LEGAL OFFICER/GENERAL COUNSEL/SECRETARY | NA | Control |
| O'BRIEN, SHELLY, S | I | CHIEF LEGAL OFFICER/GENERAL COUNSEL/SECRETARY | NA | Control |
| O'BRIEN, SHELLY, S | I | CHIEF LEGAL OFFICER/GENERAL COUNSEL/SECRETARY | NA | Control |
| O'BRIEN, SHELLY, S | I | CHIEF LEGAL OFFICER/GENERAL COUNSEL/SECRETARY | NA | Control |
| O'BRIEN, SHELLY, S | I | CHIEF LEGAL OFFICER/GENERAL COUNSEL/SECRETARY | NA | Control |
| O'BRIEN, SHELLY, S | I | CHIEF LEGAL OFFICER/GENERAL COUNSEL/SECRETARY | NA | Control |
| O'BRIEN, SHELLY, S | I | CHIEF LEGAL OFFICER/GENERAL COUNSEL/SECRETARY | NA | Control |
| O'BRIEN, SHELLY, S | I | CHIEF LEGAL OFFICER/GENERAL COUNSEL/SECRETARY | NA | Control |
| O'BRIEN, SHELLY, S | I | CHIEF LEGAL OFFICER/GENERAL COUNSEL/SECRETARY | NA | Control |
| O'BRIEN, SHELLY, S | I | CHIEF LEGAL OFFICER/GENERAL COUNSEL/SECRETARY | NA | Control |
| O'BRIEN, SHELLY, S | I | CORPORATE SECRETARY | NA | Control |
| O'BRIEN, SHELLY, S | I | CORPORATE SECRETARY | NA | Control |
| PARKER, STEPHEN | I | DIRECTOR | NA | Control |
| PARKER, STEPHEN | I | DIRECTOR | NA | Control |
| PARKER, STEPHEN | I | DIRECTOR | NA | Control |
| PARKER, STEPHEN | I | DIRECTOR | NA | Control |
| PARKER, STEPHEN | I | DIRECTOR | NA | Control |
| PARKER, STEPHEN | I | DIRECTOR | NA | Control |
| PARKER, STEPHEN | I | DIRECTOR | NA | Control |
| ROSS, DAVID, LINCOLN | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER, DIRECTOR | NA | Control |
| ROSS, DAVID, LINCOLN | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER, DIRECTOR | NA | Control |
| ROSS, DAVID, LINCOLN | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER, DIRECTOR | NA | Control |
| ROSS, DAVID, LINCOLN | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER, DIRECTOR | NA | Control |
| ROSS, DAVID, LINCOLN | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER, DIRECTOR | NA | Control |
| SEIER, DALE, JOSEPH | I | CONTROLLER | NA | Control |
| SEIER, DALE, JOSEPH | I | CONTROLLER | NA | Control |
| SEIER, DALE, JOSEPH | I | CONTROLLER | NA | Control |
| SEIER, DALE, JOSEPH | I | CONTROLLER | NA | Control |
| SEIER, DALE, JOSEPH | I | CONTROLLER | NA | Control |
| SEIER, DALE, JOSEPH | I | CONTROLLER | NA | Control |
| SEIER, DALE, JOSEPH | I | CONTROLLER | NA | Control |
| SEIER, DALE, JOSEPH | I | CONTROLLER | NA | Control |
| SEIER, DALE, JOSEPH | I | CONTROLLER | NA | Control |
| SEIER, DALE, JOSEPH | I | CONTROLLER | NA | Control |
| SEIER, DALE, JOSEPH | I | CONTROLLER | NA | Control |
| SEIER, DALE, JOSEPH | I | CONTROLLER | NA | Control |
| SEIER, DALE, JOSEPH | I | ASSISTANT SECRETARY | NA | Control |
| SEIER, DALE, JOSEPH | I | CONTROLLER | NA | Control |
| SEIER, DALE, JOSEPH | I | CONTROLLER | NA | Control |
| SEIER, DALE, JOSEPH | I | CONTROLLER | NA | Control |
| SEIER, DALE, JOSEPH | I | CONTROLLER | NA | Control |
| SEIER, DALE, JOSEPH | I | CONTROLLER | NA | Control |
| SEIER, DALE, JOSEPH | I | CONTROLLER | NA | Control |
| SEIER, DALE, JOSEPH | I | CONTROLLER | NA | Control |
| SEIER, DALE, JOSEPH | I | CONTROLLER | NA | Control |
| SEIER, DALE, JOSEPH | I | CONTROLLER | NA | Control |
| SEIER, DALE, JOSEPH | I | CONTROLLER | NA | Control |
| SEIER, DALE, JOSEPH | I | CONTROLLER | NA | Control |
| SEIER, DALE, JOSEPH | I | CONTROLLER | NA | Control |
| SEIER, DALE, JOSEPH | I | CONTROLLER | NA | Control |
| SEIER, DALE, JOSEPH | I | CONTROLLER | NA | Control |
| SEIER, DALE, JOSEPH | I | CONTROLLER | NA | Control |
| SEIER, DALE, JOSEPH | I | CONTROLLER | NA | Control |
| SEIER, DALE, JOSEPH | I | CONTROLLER | NA | Control |
| SEIER, DALE, JOSEPH | I | CONTROLLER | NA | Control |
| SEIER, DALE, JOSEPH | I | CONTROLLER | NA | Control |
| SIMPSON, ROY, BERTRAM | I | DIRECTOR | NA | Control |
| SIMPSON, ROY, BERTRAM | I | DIRECTOR | NA | Control |
| SIMPSON, ROY, BERTRAM | I | DIRECTOR | NA | Control |
| SIMPSON, ROY, BERTRAM | I | DIRECTOR | NA | Control |
| SIMPSON, ROY, BERTRAM | I | DIRECTOR | NA | Control |
| SIMPSON, ROY, BERTRAM | I | DIRECTOR | NA | Control |
| SIMPSON, ROY, BERTRAM | I | DIRECTOR | NA | Control |
| SIPP, THOMAS, MICHAEL | I | EVP, ENVESTNET BUSINESS LINES | NA | Control |
| SIPP, THOMAS, MICHAEL | I | EVP, ENVESTNET BUSINESS LINES | NA | Control |
| SIPP, THOMAS, MICHAEL | I | EVP, ENVESTNET BUSINESS LINES | NA | Control |
| SIPP, THOMAS, MICHAEL | I | EVP, ENVESTNET BUSINESS LINES | NA | Control |
| SIPP, THOMAS, MICHAEL | I | EVP, ENVESTNET BUSINESS LINES | NA | Control |
| SIPP, THOMAS, MICHAEL | I | EVP, ENVESTNET BUSINESS LINES | NA | Control |
| SIPP, THOMAS, MICHAEL | I | EVP, ENVESTNET BUSINESS LINES | NA | Control |
| SIPP, THOMAS, MICHAEL | I | EVP, ENVESTNET BUSINESS LINES | NA | Control |
| SIPP, THOMAS, MICHAEL | I | EVP, ENVESTNET BUSINESS LINES | NA | Control |
| SIPP, THOMAS, MICHAEL | I | EVP, ENVESTNET BUSINESS LINES | NA | Control |
| SIPP, THOMAS, MICHAEL | I | EVP, ENVESTNET BUSINESS LINES | NA | Control |
| STEARNS, TIMOTHY, STEVEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STEARNS, TIMOTHY, STEVEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STEARNS, TIMOTHY, STEVEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STEARNS, TIMOTHY, STEVEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STEARNS, TIMOTHY, STEVEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STEARNS, TIMOTHY, STEVEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| THOMAS, BRANDON, ROCKWELL | I | CHIEF INVESTMENT OFFICER/MANAGING DIRECTOR | NA | Control |
| THOMAS, BRANDON, ROCKWELL | I | CHIEF INVESTMENT OFFICER/MANAGING DIRECTOR | NA | Control |
| THOMAS, BRANDON, ROCKWELL | I | CHIEF INVESTMENT OFFICER/MANAGING DIRECTOR | NA | Control |
| THOMAS, BRANDON, ROCKWELL | I | CHIEF INVESTMENT OFFICER/MANAGING DIRECTOR | NA | Control |
| THOMAS, BRANDON, ROCKWELL | I | CHIEF INVESTMENT OFFICER/MANAGING DIRECTOR | NA | Control |
| THOMAS, BRANDON, ROCKWELL | I | CHIEF INVESTMENT OFFICER/MANAGING DIRECTOR | NA | Control |
| THOMAS, BRANDON, ROCKWELL | I | CHIEF INVESTMENT OFFICER/MANAGING DIRECTOR | NA | Control |
| THOMAS, BRANDON, ROCKWELL | I | CHIEF INVESTMENT OFFICER/MANAGING DIRECTOR | NA | Control |
| THOMAS, BRANDON, ROCKWELL | I | CHIEF INVESTMENT OFFICER/MANAGING DIRECTOR | NA | Control |
| THOMAS, BRANDON, ROCKWELL | I | CHIEF INVESTMENT OFFICER/MANAGING DIRECTOR | NA | Control |
| THOMAS, BRANDON, ROCKWELL | I | CHIEF INVESTMENT OFFICER/MANAGING DIRECTOR | NA | Control |
| THOMAS, BRANDON, ROCKWELL | I | CHIEF INVESTMENT OFFICER/MANAGING DIRECTOR | NA | Control |
| THOMAS, BRANDON, ROCKWELL | I | CHIEF INVESTMENT OFFICER | NA | Control |
| THOMAS, BRANDON, ROCKWELL | I | CHIEF INVESTMENT OFFICER/MANAGING DIRECTOR | NA | Control |
| THOMAS, BRANDON, ROCKWELL | I | CHIEF INVESTMENT OFFICER/MANAGING DIRECTOR | NA | Control |
| THOMAS, BRANDON, ROCKWELL | I | CHIEF INVESTMENT OFFICER/MANAGING DIRECTOR | NA | Control |
| THOMAS, BRANDON, ROCKWELL | I | CHIEF INVESTMENT OFFICER/MANAGING DIRECTOR | NA | Control |
| THOMAS, BRANDON, ROCKWELL | I | CHIEF INVESTMENT OFFICER/MANAGING DIRECTOR | NA | Control |
| THOMAS, BRANDON, ROCKWELL | I | CHIEF INVESTMENT OFFICER/MANAGING DIRECTOR | NA | Control |
| THOMAS, BRANDON, ROCKWELL | I | CHIEF INVESTMENT OFFICER/MANAGING DIRECTOR | NA | Control |
| THOMAS, BRANDON, ROCKWELL | I | CHIEF INVESTMENT OFFICER/MANAGING DIRECTOR | NA | Control |
| THOMAS, BRANDON, ROCKWELL | I | CHIEF INVESTMENT OFFICER/MANAGING DIRECTOR | NA | Control |
| THOMAS, BRANDON, ROCKWELL | I | CHIEF INVESTMENT OFFICER/MANAGING DIRECTOR | NA | Control |
| THOMAS, BRANDON, ROCKWELL | I | CHIEF INVESTMENT OFFICER/MANAGING DIRECTOR | NA | Control |
| THOMAS, BRANDON, ROCKWELL | I | CHIEF INVESTMENT OFFICER/MANAGING DIRECTOR | NA | Control |
| THOMAS, BRANDON, ROCKWELL | I | CHIEF INVESTMENT OFFICER/MANAGING DIRECTOR | NA | Control |
| THOMAS, BRANDON, ROCKWELL | I | CHIEF INVESTMENT OFFICER/MANAGING DIRECTOR | NA | Control |
| THOMAS, BRANDON, ROCKWELL | I | CHIEF INVESTMENT OFFICER/MANAGING DIRECTOR | NA | Control |
| THOMAS, BRANDON, ROCKWELL | I | CHIEF INVESTMENT OFFICER/MANAGING DIRECTOR | NA | Control |
| THOMAS, BRANDON, ROCKWELL | I | CHIEF INVESTMENT OFFICER/MANAGING DIRECTOR | NA | Control |
| THOMAS, BRANDON, ROCKWELL | I | CHIEF INVESTMENT OFFICER/MANAGING DIRECTOR | NA | Control |
| THOMAS, BRANDON, ROCKWELL | I | CHIEF INVESTMENT OFFICER/MANAGING DIRECTOR | NA | Control |
| THOMAS, BRANDON, ROCKWELL | I | CHIEF INVESTMENT OFFICER/MANAGING DIRECTOR | NA | Control |
| THOMAS, BRANDON, ROCKWELL | I | CHIEF INVESTMENT OFFICER/MANAGING DIRECTOR | NA | Control |
| THOMAS, BRANDON, ROCKWELL | I | CHIEF INVESTMENT OFFICER/MANAGING DIRECTOR | NA | Control |
| THOMAS, BRANDON, ROCKWELL | I | CHIEF INVESTMENT OFFICER/MANAGING DIRECTOR | NA | Control |
| THOMAS, BRANDON, ROCKWELL | I | CO-CIO/MANAGING DIRECTOR | NA | Control |
| THOMAS, BRANDON, ROCKWELL | I | CO-CIO/MANAGING DIRECTOR | NA | Control |
| THOMAS, BRANDON, ROCKWELL | I | CO-CIO/MANAGING DIRECTOR | NA | Control |
| THOMAS, BRANDON, ROCKWELL | I | CO-CIO/MANAGING DIRECTOR | NA | Control |
| THOMAS, BRANDON, ROCKWELL | I | CO-CIO/MANAGING DIRECTOR | NA | Control |
| THOMAS, BRANDON, ROCKWELL | I | CO-CIO/MANAGING DIRECTOR | NA | Control |
| THOMAS, BRANDON, ROCKWELL | I | CO-CIO | NA | Control |
| THOMAS, BRANDON, ROCKWELL | I | CO-CIO | NA | Control |
| THOMAS, BRANDON, ROCKWELL | I | CO-CIO | NA | Control |
| THOMAS, BRANDON, ROCKWELL | I | CO-CIO | NA | Control |
| THOMAS, BRANDON, ROCKWELL | I | CO-CIO | NA | Control |
| THOMAS, BRANDON, ROCKWELL | I | CO-CIO | NA | Control |
| THOMAS, BRANDON, ROCKWELL | I | CO-CIO | NA | Control |
| THOMAS, BRANDON, ROCKWELL | I | CO-CIO | NA | Control |
| THOMAS, BRANDON, ROCKWELL | I | CO-CIO | NA | Control |
| THOMAS, BRANDON, ROCKWELL | I | CO-CIO | NA | Control |
| THOMAS, BRANDON, ROCKWELL | I | CO-CIO | NA | Control |
| THOMAS, BRANDON, ROCKWELL | I | CO-CIO | NA | Control |
| THOMAS, BRANDON, ROCKWELL | I | CO-CIO | NA | Control |
| TODD, CHRISTOPHER, RUSSELL | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| TODD, CHRISTOPHER, RUSSELL | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| TODD, CHRISTOPHER, RUSSELL | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| TODD, CHRISTOPHER, RUSSELL | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| TODD, CHRISTOPHER, RUSSELL | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| TOMASZEWSKI, MAURA, LENORE | I | CHIEF COMPLIANCE OFFICER | NA | |
| TOMASZEWSKI, MAURA, LENORE | I | COMPLIANCE DIRECTOR | NA | |
| TOMASZEWSKI, MAURA, LENORE | I | DIRECTOR OF COMPLIANCE | NA | |
| WALLACE, JOHN, ROBERT | I | CHIEF FINANCIAL OFFICER | NA | Control |
| WALLACE, JOHN, ROBERT | I | CHIEF OPERATING OFFICER AND CHIEF FINANCIAL OFFICER, TREASURER | NA | Control |
| WALLACE, JOHN, ROBERT | I | CHIEF FINANCIAL OFFICER | NA | Control |
| WALLACE, JOHN, ROBERT | I | CHIEF FINANCIAL OFFICER | NA | Control |
| WALLACE, JOHN, ROBERT | I | CHIEF FINANCIAL OFFICER | NA | Control |
| WALLACE, JOHN, ROBERT | I | CFO | NA | Control |
| WALLACE, JOHN, ROBERT | I | CFO | NA | Control |
| WALLACE, JOHN, ROBERT | I | CHIEF OPERATING OFFICER AND CHIEF FINANCIAL OFFICER, TREASURER | NA | Control |
| WALLACE, JOHN, ROBERT | I | CHIEF OPERATING OFFICER AND CHIEF FINANCIAL OFFICER, TREASURER | NA | Control |
| WALLACE, JOHN, ROBERT | I | CHIEF FINANCIAL OFFICER | NA | Control |
| WALLACE, JOHN, ROBERT | I | CHIEF FINANCIAL OFFICER | NA | Control |
| WALLACE, JOHN, ROBERT | I | CFO | NA | Control |
| WALLACE, JOHN, ROBERT | I | CHIEF FINANCIAL OFFICER | NA | Control |
| WALLACE, JOHN, ROBERT | I | CFO | NA | Control |
| WALLACE, JOHN, ROBERT | I | CFO | NA | Control |
| WALLACE, JOHN, ROBERT | I | CFO | NA | Control |
| WALLACE, JOHN, ROBERT | I | CFO | NA | Control |
| WALLACE, JOHN, ROBERT | I | CHIEF OPERATING OFFICER AND CHIEF FINANCIAL OFFICER, TREASURER | NA | Control |
| WALLACE, JOHN, ROBERT | I | CHIEF FINANCIAL OFFICER | NA | Control |
| WARREN, JOSHUA, B. | I | CHIEF FINANCIAL OFFICER | NA | Control |
| WARREN, JOSHUA, B. | I | CHIEF FINANCIAL OFFICER | NA | Control |
| WARREN, JOSHUA, B. | I | CHIEF FINANCIAL OFFICER | NA | Control |
| WARREN, JOSHUA, B. | I | CHIEF FINANCIAL OFFICER | NA | Control |
| WARREN, JOSHUA, B. | I | CHIEF FINANCIAL OFFICER | NA | Control |
| WARREN, JOSHUA, B. | I | CHIEF FINANCIAL OFFICER | NA | Control |
| WARREN, JOSHUA, B. | I | CHIEF FINANCIAL OFFICER | NA | Control |
| WARREN, JOSHUA, B. | I | CHIEF FINANCIAL OFFICER | NA | Control |
| BNP PARIBAS INVESTMENT PARTNERS USA HOLDINGS INC. | DE | DIRECT OWNER | E | Control |
| CHARTER ATLANTIC CORPORATION | DE | DIRECT OWNER | E | Control |
| CHARTER ATLANTIC CORPORATION | DE | DIRECT OWNER | E | Control |
| CHARTER ATLANTIC CORPORATION | DE | DIRECT OWNER | E | Control |
| CHARTER ATLANTIC CORPORATION | DE | DIRECT OWNER | E | Control |
| ENVESTNET, INC. | DE | SHAREHOLDER | E | Control |
| ENVESTNET, INC. | DE | SHAREHOLDER | E | Control |
| ENVESTNET, INC. | DE | SHAREHOLDER | E | Control |
| ENVESTNET, INC. | DE | SHAREHOLDER | E | Control |
| ENVESTNET, INC. | DE | SHAREHOLDER | E | Control |
| ENVESTNET, INC. | DE | SHAREHOLDER | E | Control |
| ENVESTNET, INC. | DE | SHAREHOLDER | E | Control |
| ENVESTNET, INC. | DE | SHAREHOLDER | E | Control |
| ENVESTNET, INC. | DE | SHAREHOLDER | E | Control |
| ENVESTNET, INC. | DE | SHAREHOLDER | E | Control |
| ENVESTNET, INC. | DE | SHAREHOLDER | E | Control |
| ENVESTNET, INC. | DE | SHAREHOLDER | E | Control |
| ENVESTNET, INC. | DE | SHAREHOLDER | E | Control |
| ENVESTNET, INC. | DE | SHAREHOLDER | E | Control |
| ENVESTNET, INC. | DE | SHAREHOLDER | E | Control |
| ENVESTNET, INC. | DE | SHAREHOLDER | E | Control |
| ENVESTNET, INC. | DE | SHAREHOLDER | E | Control |
| ENVESTNET, INC. | DE | SHAREHOLDER | E | Control |
| ENVESTNET, INC. | DE | SHAREHOLDER | E | Control |
| ENVESTNET, INC. | DE | SHAREHOLDER | E | Control |
| ENVESTNET, INC. | DE | SHAREHOLDER | E | Control |
| ENVESTNET, INC. | DE | SHAREHOLDER | E | Control |
| ENVESTNET, INC. | DE | SHAREHOLDER | E | Control |
| ENVESTNET, INC. | DE | SHAREHOLDER | E | Control |
| ENVESTNET, INC. | DE | SHAREHOLDER | E | Control |
| ENVESTNET, INC. | DE | SHAREHOLDER | E | Control |
| ENVESTNET, INC. | DE | SHAREHOLDER | E | Control |
| ENVESTNET, INC. | DE | SHAREHOLDER | E | Control |
| ENVESTNET, INC. | DE | SHAREHOLDER | E | Control |
| ENVESTNET, INC. | DE | SHAREHOLDER | E | Control |
| ENVESTNET, INC. | DE | SHAREHOLDER | E | Control |
| ENVESTNET, INC. | DE | SHAREHOLDER | E | Control |
| ENVESTNET, INC. | DE | SHAREHOLDER | E | Control |
| ENVESTNET, INC. | DE | SHAREHOLDER | E | Control |
| ENVESTNET, INC. | DE | SHAREHOLDER | E | Control |
| ENVESTNET, INC. | DE | SHAREHOLDER | E | Control |
| ENVESTNET, INC. | DE | SHAREHOLDER | E | Control |
| ENVESTNET, INC. | DE | SHAREHOLDER | E | Control |
| ENVESTNET, INC. | DE | SHAREHOLDER | E | Control |
| ENVESTNET, INC. | DE | SHAREHOLDER | E | Control |
| ENVESTNET, INC. | DE | SHAREHOLDER | E | Control |
| ENVESTNET, INC. | DE | SHAREHOLDER | E | Control |
| ENVESTNET, INC. | DE | SHAREHOLDER | E | Control |
| ENVESTNET, INC. | DE | SHAREHOLDER | E | Control |
| ENVESTNET, INC. | DE | SHAREHOLDER | E | Control |
| ENVESTNET, INC. | DE | SHAREHOLDER | E | Control |
| ENVESTNET, INC. | DE | SHAREHOLDER | E | Control |
| ENVESTNET, INC. | DE | SHAREHOLDER | E | Control |
| ENVESTNET, INC. | DE | SHAREHOLDER | E | Control |
| ENVESTNET, INC. | DE | SHAREHOLDER | E | Control |
| ENVESTNET, INC. | DE | SHAREHOLDER | E | Control |
| ENVESTNET, INC. | DE | SHAREHOLDER | E | Control |
| ENVESTNET, INC. | DE | SHAREHOLDER | E | Control |
| ENVESTNET, INC. | DE | SHAREHOLDER | E | Control |
| ENVESTNET, INC. | DE | SHAREHOLDER | E | Control |
| PARIBAS NORTH AMERICA | DE | DIRECT OWNER | E | Control |
| PARIBAS NORTH AMERICA | DE | DIRECT OWNER | E | Control |
| PARIBAS NORTH AMERICA, INC. | DE | DIRECT OWNER | E | Control |
| PARIBAS NORTH AMERICA, INC. | DE | DIRECT OWNER | E | Control |
| PARIBAS NORTH AMERICA, INC. | DE | DIRECT OWNER | E | Control |
| PARIBAS NORTH AMERICA, INC. | DE | DIRECT OWNER | E | Control |
| PARIBAS NORTH AMERICA, INC. | DE | DIRECT OWNER | E | Control |
| PARIBAS NORTH AMERICA, INC. | DE | DIRECT OWNER | E | Control |
| PARIBAS NORTH AMERICA, INC. | DE | DIRECT OWNER | E | Control |
| PARIBAS NORTH AMERICA, INC. | DE | DIRECT OWNER | E | Control |
| DELCOL, ROBERT, EGIDIO | I | PRESIDENT | C | Control |
| DELCOL, ROBERT, EGIDIO | I | PRESIDENT | C | Control |
| DELCOL, ROBERT, EGIDIO | I | PRESIDENT | C | Control |
| DELCOL, ROBERT, EGIDIO | I | PRESIDENT | C | Control |
| DELCOL, ROBERT, EGIDIO | I | PRESIDENT | C | Control |
| DELCOL, ROBERT, EGIDIO | I | PRESIDENT | C | Control |
| DELCOL, ROBERT, EGIDIO | I | PRESIDENT | C | Control |
| DE MOL VAN OTTERLOO, EYK, ALEXANDER | I | STOCKHOLDER | B | |
| DE MOL VAN OTTERLOO, EYK, ALEXANDER | I | STOCKHOLDER | B | |
| DEL COL FAMILY IRREVOCABLE TRUST OF 1997 | DE | SHAREHOLDER | B | |
| DEL COL FAMILY IRREVOCABLE TRUST OF 1997 | DE | SHAREHOLDER | B | |
| GRANTHAM, ROBERT, JEREMY | I | SHAREHOLDER | B | |
| GRANTHAM, ROBERT, JEREMY | I | SHAREHOLDER | B | |
| JP MORGAN PARTNERS | DE | SHAREHOLDER | B | |
| JP MORGAN PARTNERS | DE | SHAREHOLDER | B | |
| JP MORGAN PARTNERS | DE | SHAREHOLDER | B | |
| JP MORGAN PARTNERS | DE | SHAREHOLDER | B | |
| JP MORGAN PARTNERS | DE | SHAREHOLDER | B | |
| JP MORGAN PARTNERS | DE | SHAREHOLDER | B | |
| JP MORGAN PARTNERS | DE | SHAREHOLDER | B | |
| DE MOL VAN OTTERLOO, EYK, ALEXANDER | I | SHAREHOLDER | A | |
| DE MOL VAN OTTERLOO, EYK, ALEXANDER | I | SHAREHOLDER | A | |
| DE MOL VAN OTTERLOO, EYK, ALEXANDER | I | SHAREHOLDER | A | |
| DE MOL VAN OTTERLOO, EYK, ALEXANDER | I | SHAREHOLDER | A | |
| DE MOL VAN OTTERLOO, EYK, ALEXANDER | I | SHAREHOLDER | A | |
| DEL COL FAMILY IRREVOCABLE TRUST OF 1997 | DE | SHAREHOLDER | A | |
| DEL COL FAMILY IRREVOCABLE TRUST OF 1997 | DE | SHAREHOLDER | A | |
| DEL COL FAMILY IRREVOCABLE TRUST OF 1997 | DE | SHAREHOLDER | A | |
| DEL COL FAMILY IRREVOCABLE TRUST OF 1997 | DE | SHAREHOLDER | A | |
| DEL COL FAMILY IRREVOCABLE TRUST OF 1997 | DE | SHAREHOLDER | A | |
| DEL COL, PETER | I | CHAIRMAN | A | |
| DEL COL, PETER | I | CHAIRMAN | A | Control |
| DEL COL, PETER | I | CHAIRMAN | A | Control |
| DEL COL, PETER | I | CHAIRMAN | A | Control |
| DEL COL, PETER | I | CHAIRMAN | A | Control |
| DEL COL, PETER | I | CHAIRMAN | A | Control |
| DEL COL, PETER | I | CHAIRMAN | A | |
| GRANTHAM, ROBERT, JEREMY | I | SHAREHOLDER | A | |
| GRANTHAM, ROBERT, JEREMY | I | SHAREHOLDER | A | |
| GRANTHAM, ROBERT, JEREMY | I | SHAREHOLDER | A | |
| GRANTHAM, ROBERT, JEREMY | I | SHAREHOLDER | A | |
| GRANTHAM, ROBERT, JEREMY | I | SHAREHOLDER | A | |
| ROBERT DEL COL 1999 REMAINDER TRUST | DE | SHAREHOLDER | A | |
| ROBERT DEL COL 1999 REMAINDER TRUST | DE | SHAREHOLDER | A | |
| ROBERT DEL COL 1999 REMAINDER TRUST | DE | SHAREHOLDER | A | |
| ROBERT DEL COL 1999 REMAINDER TRUST | DE | SHAREHOLDER | A | |
| ROBERT DEL COL 1999 REMAINDER TRUST | DE | SHAREHOLDER | A | |
| ROBERT DEL COL 1999 RETAINED ANNUITY TRUST | DE | SHAREHOLDER | A | |
| ROBERT DEL COL 1999 RETAINED ANNUITY TRUST | DE | SHAREHOLDER | A |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| DELCOL, ROBERT, EGIDIO | I | ROBERT DEL COL 1999 RETAINED ANNUITY TRUST | F | |
| DELCOL, ROBERT, EGIDIO | I | DEL COL FAMILY IRREVOCABLE TRUST OF 1997 | F | |
| DELCOL, ROBERT, EGIDIO | I | ROBERT DEL COL 1999 REMAINDER TRUST | F | |
| DELCOL, ROBERT, EGIDIO | I | DEL COL FAMILY IRREVOCABLE TRUST OF 1997 | F | |
| DELCOL, ROBERT, EGIDIO | I | ROBERT DEL COL 1999 REMAINDER TRUST | F | |
| DELCOL, ROBERT, EGIDIO | I | DEL COL FAMILY IRREVOCABLE TRUST OF 1997 | F | |
| DELCOL, ROBERT, EGIDIO | I | ROBERT DEL COL 1999 REMAINDER TRUST | F | |
| DELCOL, ROBERT, EGIDIO | I | DEL COL FAMILY IRREVOCABLE TRUST OF 1997 | F | |
| DELCOL, ROBERT, EGIDIO | I | ROBERT DEL COL 1999 REMAINDER TRUST | F | |
| DELCOL, ROBERT, EGIDIO | I | DEL COL FAMILY IRREVOCABLE TRUST OF 1997 | F | |
| DELCOL, ROBERT, EGIDIO | I | ROBERT DEL COL 1999 REMAINDER TRUST | F | |
| DELCOL, ROBERT, EGIDIO | I | DEL COL FAMILY IRREVOCABLE TRUST OF 1997 | F | |
| DELCOL, ROBERT, EGIDIO | I | ROBERT DEL COL 1999 RETAINED ANNUITY TRUST | F | |
| DELCOL, ROBERT, EGIDIO | I | DEL COL FAMILY IRREVOCABLE TRUST OF 1997 | F | |
| O'NEILL, CHARLES, THEODORE | I | ROBERT DEL COL 1999 RETAINED ANNUITY TRUST | F | |
| O'NEILL, CHARLES, THEODORE | I | ROBERT DEL COL 1999 REMAINDER TRUST | F | |
| O'NEILL, CHARLES, THEODORE | I | ROBERT DEL COL 1999 REMAINDER TRUST | F | |
| O'NEILL, CHARLES, THEODORE | I | ROBERT DEL COL 1999 REMAINDER TRUST | F | |
| O'NEILL, CHARLES, THEODORE | I | ROBERT DEL COL 1999 REMAINDER TRUST | F | |
| O'NEILL, CHARLES, THEODORE | I | ROBERT DEL COL 1999 REMAINDER TRUST | F | |
| O'NEILL, CHARLES, THEODORE | I | ROBERT DEL COL 1999 RETAINED ANNUITY TRUST | F | |
| BCPE PEQUOD BUYER, INC. | DE | ENVESTNET, INC. | E | Control |
| BCPE PEQUOD BUYER, INC. | DE | ENVESTNET, INC. | E | Control |
| BCPE PEQUOD INTERMEDIATE, LLC | DE | BCPE PEQUOD BUYER, INC. | E | Control |
| BCPE PEQUOD INTERMEDIATE, LLC | DE | BCPE PEQUOD BUYER, INC. | E | Control |
| BCPE PEQUOD PARENT , INC. | DE | BCPE PEQUOD INTERMEDIATE, LLC | E | Control |
| BCPE PEQUOD PARENT , INC. | DE | BCPE PEQUOD INTERMEDIATE, LLC | E | Control |
| BCPE PEQUOD TOPCO, LP | DE | BCPE PEQUOD PARENT , INC. | E | Control |
| BCPE PEQUOD TOPCO, LP | DE | BCPE PEQUOD PARENT , INC. | E | Control |
| BNP PARIBAS | FE | PARIBAS NORTH AMERICA | E | Control |
| BNP PARIBAS | FE | PARIBAS NORTH AMERICA | E | Control |
| BNP PARIBAS | FE | PARIBAS NORTH AMERICA | E | Control |
| BNP PARIBAS | FE | PARIBAS NORTH AMERICA | E | Control |
| BNP PARIBAS SA | FE | PARIBAS NORTH AMERICA | E | Control |
| BNP PARIBAS SA | FE | PARIBAS INTERNATIONAL SA | E | Control |
| BNP PARIBAS SA | FE | PARIBAS INTERNATIONAL SA | E | Control |
| BNP PARIBAS SA | FE | PARIBAS INTERNATIONAL SA | E | Control |
| BNP PARIBAS SA | FE | PARIBAS NORTH AMERICA | E | Control |
| BNP PARIBAS SA | FE | PARIBAS NORTH AMERICA | E | Control |
| BNP PARIBAS SA | FE | PARIBAS NORTH AMERICA | E | Control |
| BNP PARIBAS SA | FE | PARIBAS INTERNATIONAL SA | E | Control |
| BNP PARIBAS SA | FE | PARIBAS INTERNATIONAL SA | E | Control |
| BNP PARIBAS SA | FE | PARIBAS NORTH AMERICA, INC. | E | Control |
| BNP PARIBAS SA | FE | PARIBAS INTERNATIONAL SA | E | Control |
| PARIBAS INTERNATIONAL SA | FE | PARIBAS NORTH AMERICA, INC. | E | Control |
| PARIBAS INTERNATIONAL SA | FE | PARIBAS NORTH AMERICA, INC. | E | Control |
| PARIBAS INTERNATIONAL SA | FE | PARIBAS NORTH AMERICA, INC. | E | Control |
| PARIBAS INTERNATIONAL SA | FE | PARIBAS NORTH AMERICA, INC. | E | Control |
| PARIBAS INTERNATIONAL SA | FE | PARIBAS NORTH AMERICA, INC. | E | Control |
| PARIBAS NORTH AMERICA | DE | CHARTER ATLANTIC CORPORATION | E | Control |
| PARIBAS NORTH AMERICA | DE | BNP PARIBAS INVESTMENT PARTNERS USA HOLDINGS INC. | E | Control |
| PARIBAS NORTH AMERICA | DE | CHARTER ATLANTIC CORPORATION | E | Control |
| PARIBAS NORTH AMERICA | DE | CHARTER ATLANTIC CORPORATION | E | Control |
| PARIBAS NORTH AMERICA | DE | CHARTER ATLANTIC CORPORATION | E | Control |
| BCPE PEQUOD INVESTOR, LP | DE | BCPE PEQUOD TOPCO, LP | D | Control |
| BCPE PEQUOD INVESTOR, LP | DE | BCPE PEQUOD TOPCO, LP | D | Control |
| BAIN CAPITAL FUND XIII, L.P. | DE | BCPE PEQUOD INVESTOR, LP | C | |
| BAIN CAPITAL FUND XIII, L.P. | DE | BCPE PEQUOD INVESTOR, LP | C |
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Address
222 N. LASALLE ST., SUITE 625CHICAGO, IL 60601
United States
Phone: 312-827-2800