EDELMAN FINANCIAL SERVICES, LLC

CRD #113299 SEC #801-64567 FAIRFAX, VA 703-818-0800

SEC Registered Disclosures

Total AUM

$21.7B

Discretionary

$21.7B

Employees

434

Clients

Accounts

85,909

This firm has regulatory disclosures on file. View disclosures

Firm Details

Organization Type: Limited Liability Company
State of Formation: Delaware
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Aug 18, 2018
Branch Offices: 42

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
BALL, GEORGE, LESTER	I	MEMBER, BOARD OF MANAGERS	NA	Control
BALL, GEORGE, LESTER	I	MEMBER, BOARD OF MANAGERS	NA	Control
BALL, GEORGE, LESTER	I	MEMBER, BOARD OF MANAGERS	NA	Control
BALL, GEORGE, LESTER	I	MEMBER, BOARD OF MANAGERS	NA	Control
BALL, GEORGE, LESTER	I	MEMBER, BOARD OF MANAGERS	NA	Control
BALL, GEORGE, LESTER	I	MEMBER, BOARD OF MANAGERS	NA	Control
BALL, GEORGE, LESTER	I	MEMBER, BOARD OF MANAGERS	NA	Control
BALL, GEORGE, LESTER	I	MEMBER, BOARD OF MANAGERS	NA	Control
BLAD, CRAIG, M	I	CHIEF INFORMATION OFFICER	NA	Control
BOTTAZZI, JOSEPH	I	EXECUTIVE VICE PRESIDENT-BUSINESS DEVELOPMENT	NA	Control
BOTTAZZI, JOSEPH	I	EXECUTIVE VICE PRESIDENT-BUSINESS DEVELOPMENT	NA	Control
BOTTAZZI, JOSEPH	I	CHIEF COMMUNICATIONS OFFICER	NA	Control
BOTTAZZI, JOSEPH	I	EXECUTIVE VICE PRESIDENT-BUSINESS DEVELOPMENT	NA	Control
BOTTAZZI, JOSEPH	I	CHIEF COMMUNICATIONS OFFICER	NA	Control
BOTTAZZI, JOSEPH	I	EXECUTIVE VICE PRESIDENT-BUSINESS DEVELOPMENT	NA	Control
BOTTAZZI, JOSEPH	I	CHIEF COMMUNICATIONS OFFICER AND CHIEF INFORMATION OFFICER	NA	Control
BOTTAZZI, JOSEPH	I	EXECUTIVE VICE PRESIDENT-BUSINESS DEVELOPMENT	NA	Control
BOTTAZZI, JOSEPH	I	CHIEF COMMUNICATIONS OFFICER	NA	Control
BOTTAZZI, JOSEPH	I	CHIEF COMMUNICATIONS OFFICER	NA	Control
BOTTAZZI, JOSEPH	I	CHIEF COMMUNICATIONS OFFICER AND CHIEF INFORMATION OFFICER	NA	Control
BOTTAZZI, JOSEPH	I	CHIEF COMMUNICATIONS OFFICER	NA	Control
BOTTAZZI, JOSEPH	I	CHIEF COMMUNICATIONS OFFICER	NA	Control
BOTTAZZI, JOSEPH	I	EXECUTIVE VICE PRESIDENT-BUSINESS DEVELOPMENT	NA	Control
BOTTAZZI, JOSEPH	I	EXECUTIVE VICE PRESIDENT	NA	Control
BOTTAZZI, JOSEPH	I	EXECUTIVE VICE PRESIDENT-PLANNER MANAGEMENT	NA	Control
BOTTAZZI, JOSEPH	I	EXECUTIVE VICE PRESIDENT-PLANNER MANAGEMENT	NA	Control
BOTTAZZI, JOSEPH	I	EXECUTIVE VICE PRESIDENT	NA	Control
BOTTAZZI, JOSEPH	I	EXECUTIVE VICE PRESIDENT-BUSINESS DEVELOPMENT	NA	Control
BOTTAZZI, JOSEPH	I	EXECUTIVE VICE PRESIDENT-PLANNER MANAGEMENT	NA	Control
BOTTAZZI, JOSEPH	I	EXECUTIVE VICE PRESIDENT	NA	Control
CATALDO, CHRISTINE, ADELE	I	CHIEF INFORMATION OFFICER	NA	Control
CATALDO, CHRISTINE, ADELE	I	CHIEF INFORMATION OFFICER	NA	Control
CATALDO, CHRISTINE, ADELE	I	CHIEF INFORMATION OFFICER	NA	Control
CATALDO, CHRISTINE, ADELE	I	CHIEF INFORMATION OFFICER	NA	Control
CATALDO, CHRISTINE, ADELE	I	CHIEF INFORMATION OFFICER	NA	Control
CATALDO, CHRISTINE, ADELE	I	CHIEF OPERATIONS OFFICER	NA	Control
CATALDO, CHRISTINE, ADELE	I	CHIEF INFORMATION OFFICER	NA	Control
CATALDO, CHRISTINE, ADELE	I	CHIEF OPERATIONS OFFICER	NA	Control
CATALDO, CHRISTINE, ADELE	I	CHIEF INFORMATION OFFICER	NA	Control
CATALDO, CHRISTINE, ADELE	I	CHIEF INFORMATION OFFICER	NA	Control
CATALDO, CHRISTINE, ADELE	I	CHIEF INFORMATION OFFICER	NA	Control
CATALDO, CHRISTINE, ADELE	I	CHIEF INFORMATION OFFICER	NA	Control
CATALDO, CHRISTINE, ADELE	I	CHIEF INFORMATION OFFICER	NA	Control
CATALDO, CHRISTINE, ADELE	I	CHIEF INFORMATION OFFICER	NA	Control
CATALDO, CHRISTINE, ADELE	I	CHIEF INFORMATION OFFICER	NA	Control
CATALDO, CHRISTINE, ADELE	I	CHIEF OPERATIONS AND TECHNOLOGY OFFICER	NA	Control
CATALDO, CHRISTINE, ADELE	I	CHIEF INFORMATION OFFICER	NA	Control
CATALDO, CHRISTINE, ADELE	I	CHIEF INFORMATION OFFICER	NA	Control
CATALDO, CHRISTINE, ADELE	I	CHIEF OPERATIONS AND TECHNOLOGY OFFICER	NA
CATALDO, CHRISTINE, ADELE	I	CHIEF OPERATIONS AND TECHNOLOGY OFFICER	NA
CATALDO, CHRISTINE, ADELE	I	CHIEF OPERATIONS AND TECHNOLOGY OFFICER	NA
CATALDO, CHRISTINE, ADELE	I	CHIEF OPERATIONS AND TECHNOLOGY OFFICER	NA
CATALDO, CHRISTINE, ADELE	I	CHIEF OPERATIONS AND TECHNOLOGY OFFICER	NA
CATALDO, CHRISTINE, ADELE	I	CHIEF OPERATIONS AND TECHNOLOGY OFFICER	NA
CHAZE, RENE, EMILE	I	CHIEF FINANCIAL OFFICER	NA	Control
CHAZE, RENE, EMILE	I	CHIEF OPERATING OFFICER	NA	Control
CHAZE, RENE, EMILE	I	CHIEF FINANCIAL OFFICER	NA	Control
CHAZE, RENE, EMILE	I	CHIEF OPERATING OFFICER	NA	Control
CHAZE, RENE, EMILE	I	CHIEF FINANCIAL OFFICER	NA	Control
CHAZE, RENE, EMILE	I	CHIEF FINANCIAL OFFICER	NA	Control
CHAZE, RENE, EMILE	I	CHIEF FINANCIAL OFFICER	NA	Control
CHAZE, RENE, EMILE	I	CHIEF OPERATING OFFICER	NA	Control
CHAZE, RENE, EMILE	I	CHIEF FINANCIAL OFFICER	NA	Control
CHAZE, RENE, EMILE	I	CHIEF FINANCIAL OFFICER	NA	Control
CHAZE, RENE, EMILE	I	CHIEF OPERATING OFFICER	NA	Control
CHAZE, RENE, EMILE	I	CHIEF FINANCIAL OFFICER	NA	Control
CHAZE, RENE, EMILE	I	CHIEF FINANCIAL OFFICER	NA	Control
CHAZE, RENE, EMILE	I	CHIEF FINANCIAL OFFICER	NA	Control
CHAZE, RENE, EMILE	I	CHIEF OPERATING OFFICER	NA	Control
CHAZE, RENE, EMILE	I	CHIEF FINANCIAL OFFICER	NA	Control
CHAZE, RENE, EMILE	I	CHIEF OPERATING OFFICER	NA	Control
CHAZE, RENE, EMILE	I	CHIEF FINANCIAL OFFICER	NA	Control
CHAZE, RENE, EMILE	I	CHIEF OPERATING OFFICER	NA	Control
CHAZE, RENE, EMILE	I	CHIEF FINANCIAL OFFICER	NA	Control
CHAZE, RENE, EMILE	I	CHIEF OPERATING OFFICER	NA	Control
CHAZE, RENE, EMILE	I	CHIEF FINANCIAL OFFICER	NA	Control
CHAZE, RENE, EMILE	I	CHIEF OPERATING OFFICER	NA	Control
CHAZE, RENE, EMILE	I	CHIEF FINANCIAL OFFICER	NA	Control
CHAZE, RENE, EMILE	I	CHIEF OPERATING OFFICER	NA	Control
CHAZE, RENE, EMILE	I	CHIEF FINANCIAL OFFICER	NA	Control
CHAZE, RENE, EMILE	I	CHIEF FINANCIAL OFFICER	NA	Control
CHAZE, RENE, EMILE	I	CHIEF OPERATING OFFICER	NA	Control
CHAZE, RENE, EMILE	I	CHIEF FINANCIAL OFFICER	NA	Control
CHAZE, RENE, EMILE	I	CHIEF OPERATING OFFICER	NA	Control
CONTI, DOMENICO	I	MEMBER, BOARD OF MANAGERS AND CHIEF FINANCIAL OFFICER	NA	Control
CONTI, DOMENICO	I	MEMBER, BOARD OF MANAGERS AND CHIEF FINANCIAL OFFICER	NA	Control
CONTI, DOMENICO	I	MEMBER, BOARD OF MANAGERS AND CHIEF FINANCIAL OFFICER	NA	Control
CONTI, DOMENICO	I	CHIEF FINANCIAL OFFICER	NA	Control
CONTI, DOMENICO	I	CHIEF FINANCIAL OFFICER	NA	Control
CONTI, DOMENICO	I	MEMBER, BOARD OF MANAGERS AND CHIEF FINANCIAL OFFICER	NA	Control
CONTI, DOMENICO	I	MEMBER, BOARD OF MANAGERS AND CHIEF FINANCIAL OFFICER	NA	Control
CONTI, DOMENICO	I	MEMBER, BOARD OF MANAGERS AND CHIEF FINANCIAL OFFICER	NA	Control
CONTI, DOMENICO	I	MEMBER, BOARD OF MANAGERS AND CHIEF FINANCIAL OFFICER	NA	Control
CONTI, DOMENICO	I	MEMBER, BOARD OF MANAGERS AND CHIEF FINANCIAL OFFICER	NA	Control
COQUELIN, WILLIAM, CARL	I	CHIEF INFORMATION OFFICER	NA	Control
COQUELIN, WILLIAM, CARL	I	CHIEF INFORMATION OFFICER	NA	Control
COQUELIN, WILLIAM, CARL	I	CHIEF INFORMATION OFFICER	NA	Control
COQUELIN, WILLIAM, CARL	I	CHIEF INFORMATION OFFICER	NA	Control
COQUELIN, WILLIAM, CARL	I	CHIEF INFORMATION OFFICER	NA	Control
COQUELIN, WILLIAM, CARL	I	CHIEF INFORMATION OFFICER	NA	Control
COQUELIN, WILLIAM, CARL	I	CHIEF INFORMATION OFFICER	NA	Control
COQUELIN, WILLIAM, CARL	I	CHIEF INFORMATION OFFICER	NA	Control
DAVIS, MARVIN, ORELL	I	CHIEF MARKETING OFFICER	NA	Control
DAVIS, MARVIN, ORELL	I	CHIEF MARKETING OFFICER	NA	Control
DAVIS, MARVIN, ORELL	I	CHIEF MARKETING OFFICER	NA	Control
DAVIS, MARVIN, ORELL	I	CHIEF MARKETING OFFICER	NA	Control
DAVIS, MARVIN, ORELL	I	CHIEF MARKETING OFFICER	NA	Control
DAVIS, MARVIN, ORELL	I	CHIEF MARKETING OFFICER	NA	Control
DAVIS, MARVIN, ORELL	I	CHIEF MARKETING OFFICER	NA	Control
EDELMAN, FREDRIC, MARK	I	CHAIRMAN & CEO	NA	Control
EDELMAN, FREDRIC, MARK	I	CHAIRMAN & CEO	NA	Control
EDELMAN, FREDRIC, MARK	I	CHAIRMAN & CEO	NA	Control
EDELMAN, FREDRIC, MARK	I	CHAIRMAN & CEO	NA	Control
EDELMAN, FREDRIC, MARK	I	CHAIRMAN & CEO	NA	Control
EDELMAN, FREDRIC, MARK	I	CHAIRMAN & CEO	NA	Control
EDELMAN, FREDRIC, MARK	I	CHAIRMAN AND CHIEF EXECUTIVE OFFICER	NA	Control
EDELMAN, FREDRIC, MARK	I	CHAIRMAN AND CHIEF EXECUTIVE OFFICER	NA	Control
EDELMAN, FREDRIC, MARK	I	CHAIRMAN AND CEO	NA	Control
EDELMAN, FREDRIC, MARK	I	CHAIRMAN AND CEO	NA	Control
EDELMAN, FREDRIC, MARK	I	CHAIRMAN AND CHIEF EXECUTIVE OFFICER	NA	Control
EDELMAN, FREDRIC, MARK	I	CHAIRMAN AND CEO	NA	Control
EDELMAN, FREDRIC, MARK	I	CHAIRMAN AND CHIEF EXECUTIVE OFFICER	NA	Control
EDELMAN, FREDRIC, MARK	I	CHAIRMAN, BOARD OF MANAGERS AND CEO	NA	Control
EDELMAN, FREDRIC, MARK	I	CHAIRMAN, BOARD OF MANAGERS AND CEO	NA	Control
EDELMAN, FREDRIC, MARK	I	CHAIRMAN AND CEO	NA	Control
EDELMAN, FREDRIC, MARK	I	CHAIRMAN, BOARD OF MANAGERS AND CEO	NA	Control
EDELMAN, FREDRIC, MARK	I	CHAIRMAN AND CEO	NA	Control
EDELMAN, FREDRIC, MARK	I	EXECUTIVE CHAIRMAN	NA	Control
EDELMAN, FREDRIC, MARK	I	CHAIRMAN AND CHIEF EXECUTIVE OFFICER	NA	Control
EDELMAN, FREDRIC, MARK	I	CHAIRMAN AND CHIEF EXECUTIVE OFFICER	NA	Control
EDELMAN, FREDRIC, MARK	I	EXECUTIVE CHAIRMAN	NA	Control
EDELMAN, FREDRIC, MARK	I	CHAIRMAN AND CHIEF EXECUTIVE OFFICER	NA	Control
EDELMAN, FREDRIC, MARK	I	CHAIRMAN AND CHIEF EXECUTIVE OFFICER	NA	Control
EDELMAN, FREDRIC, MARK	I	EXECUTIVE CHAIRMAN	NA	Control
EDELMAN, FREDRIC, MARK	I	EXECUTIVE CHAIRMAN	NA	Control
EDELMAN, FREDRIC, MARK	I	EXECUTIVE CHAIRMAN	NA	Control
EDELMAN, FREDRIC, MARK	I	EXECUTIVE CHAIRMAN	NA	Control
EDELMAN, FREDRIC, MARK	I	EXECUTIVE CHAIRMAN	NA	Control
EDELMAN, FREDRIC, MARK	I	EXECUTIVE CHAIRMAN	NA	Control
EDELMAN, FREDRIC, MARK	I	EXECUTIVE CHAIRMAN	NA	Control
EDELMAN, FREDRIC, MARK	I	EXECUTIVE CHAIRMAN	NA	Control
EDELMAN, FREDRIC, MARK	I	EXECUTIVE CHAIRMAN	NA	Control
FANELLI, LOUIS	I	CHIEF MARKETING OFFICER	NA	Control
GRAY, LEVEN, RAINEY	I	INTERIM CHIEF COMPLIANCE OFFICER	NA	Control
GRAY, LEVEN, RAINEY	I	INTERIM CHIEF COMPLIANCE OFFICER	NA	Control
GRAY, LEVEN, RAINEY	I	INTERIM CHIEF COMPLIANCE OFFICER	NA	Control
GRAY, LEVEN, RAINEY	I	INTERIM CHIEF COMPLIANCE OFFICER	NA
GRAY, LEVEN, RAINEY	I	INTERIM CHIEF COMPLIANCE OFFICER	NA
GRAY, LEVEN, RAINEY	I	INTERIM CHIEF COMPLIANCE OFFICER	NA
GRAY, LEVEN, RAINEY	I	INTERIM CHIEF COMPLIANCE OFFICER	NA
GRAY, LEVEN, RAINEY	I	INTERIM CHIEF COMPLIANCE OFFICER	NA
GRAY, LEVEN, RAINEY	I	INTERIM CHIEF COMPLIANCE OFFICER	NA
HARPE, SUSAN, ANN	I	CHIEF COMPLIANCE OFFICER & VICE PRESIDENT, OPERATIONS	NA	Control
HARPE, SUSAN, ANN	I	CHIEF COMPLIANCE OFFICER & VICE PRESIDENT, COMPLIANCE	NA	Control
HARPE, SUSAN, ANN	I	VICE PRESIDENT, OPERATIONS & CCO	NA	Control
HARPE, SUSAN, ANN	I	VICE PRESIDENT, OPERATIONS & CCO	NA	Control
HAYES, WILLIAM, PATRICK	I	GENERAL COUNSEL	NA	Control
HAYES, WILLIAM, PATRICK	I	GENERAL COUNSEL	NA	Control
HAYES, WILLIAM, PATRICK	I	GENERAL COUNSEL	NA	Control
HAYES, WILLIAM, PATRICK	I	GENERAL COUNSEL	NA	Control
HAYES, WILLIAM, PATRICK	I	GENERAL COUNSEL	NA	Control
HAYES, WILLIAM, PATRICK	I	GENERAL COUNSEL	NA	Control
HAYES, WILLIAM, PATRICK	I	GENERAL COUNSEL	NA	Control
HAYES, WILLIAM, PATRICK	I	GENERAL COUNSEL	NA	Control
HAYES, WILLIAM, PATRICK	I	GENERAL COUNSEL	NA	Control
HAYES, WILLIAM, PATRICK	I	GENERAL COUNSEL	NA	Control
HAYES, WILLIAM, PATRICK	I	GENERAL COUNSEL	NA	Control
HAYES, WILLIAM, PATRICK	I	GENERAL COUNSEL	NA	Control
HAYES, WILLIAM, PATRICK	I	GENERAL COUNSEL	NA	Control
HAYES, WILLIAM, PATRICK	I	GENERAL COUNSEL	NA	Control
HAYES, WILLIAM, PATRICK	I	GENERAL COUNSEL	NA	Control
HAYES, WILLIAM, PATRICK	I	GENERAL COUNSEL	NA	Control
HAYES, WILLIAM, PATRICK	I	GENERAL COUNSEL	NA	Control
HAYES, WILLIAM, PATRICK	I	GENERAL COUNSEL	NA	Control
HAYES, WILLIAM, PATRICK	I	GENERAL COUNSEL	NA	Control
HAYES, WILLIAM, PATRICK	I	GENERAL COUNSEL	NA	Control
HAYES, WILLIAM, PATRICK	I	GENERAL COUNSEL	NA	Control
HAYES, WILLIAM, PATRICK	I	GENERAL COUNSEL	NA	Control
HAYES, WILLIAM, PATRICK	I	GENERAL COUNSEL	NA	Control
Isaacson, Jon, David	I	CHIEF FINANCIAL OFFICER	NA	Control
Isaacson, Jon, David	I	CHIEF FINANCIAL OFFICER	NA	Control
Isaacson, Jon, David	I	CHIEF FINANCIAL OFFICER	NA	Control
Isaacson, Jon, David	I	CHIEF FINANCIAL OFFICER	NA	Control
Isaacson, Jon, David	I	CHIEF FINANCIAL OFFICER	NA	Control
Isaacson, Jon, David	I	CHIEF FINANCIAL OFFICER	NA	Control
Kozikowski, Theresa, Anne	I	CHIEF HUMAN RESOURCES OFFICER	NA	Control
MCMAKEN, BRUCE, ROBERT	I	MEMBER, BOARD OF MANAGERS	NA	Control
MCMAKEN, BRUCE, ROBERT	I	MEMBER, BOARD OF MANAGERS	NA	Control
MCMAKEN, BRUCE, ROBERT	I	MEMBER, BOARD OF MANAGERS	NA	Control
MCMAKEN, BRUCE, ROBERT	I	MEMBER, BOARD OF MANAGERS	NA	Control
MCMAKEN, BRUCE, ROBERT	I	MEMBER, BOARD OF MANAGERS	NA	Control
MCMAKEN, BRUCE, ROBERT	I	MEMBER, BOARD OF MANAGERS	NA	Control
MCMAKEN, BRUCE, ROBERT	I	MEMBER, BOARD OF MANAGERS	NA	Control
MCMAKEN, BRUCE, ROBERT	I	MEMBER, BOARD OF MANAGERS	NA	Control
MOORE, EDWARD, PHILIP	I	PRESIDENT & COO	NA	Control
MOORE, EDWARD, PHILIP	I	PRESIDENT & COO	NA	Control
MOORE, EDWARD, PHILIP	I	PRESIDENT & COO	NA	Control
MOORE, EDWARD, PHILIP	I	MEMBER, BOARD OF MANAGERS AND PRESIDENT	NA	Control
MOORE, EDWARD, PHILIP	I	MEMBER, BOARD OF MANAGERS AND PRESIDENT	NA	Control
MOORE, EDWARD, PHILIP	I	MEMBER, BOARD OF MANAGERS AND PRESIDENT	NA	Control
MOORE, EDWARD, PHILIP	I	PRESIDENT & COO	NA	Control
MOORE, EDWARD, PHILIP	I	PRESIDENT & COO	NA	Control
MOORE, EDWARD, PHILIP	I	PRESIDENT	NA	Control
MOORE, EDWARD, PHILIP	I	PRESIDENT	NA	Control
MOORE, EDWARD, PHILIP	I	PRESIDENT	NA	Control
MOORE, EDWARD, PHILIP	I	PRESIDENT	NA	Control
MOORE, EDWARD, PHILIP	I	PRESIDENT	NA	Control
MOORE, EDWARD, PHILIP	I	PRESIDENT	NA	Control
MOORE, EDWARD, PHILIP	I	PRESIDENT	NA	Control
MOORE, EDWARD, PHILIP	I	MEMBER, BOARD OF MANAGERS AND PRESIDENT	NA	Control
MOORE, EDWARD, PHILIP	I	PRESIDENT	NA	Control
MOORE, EDWARD, PHILIP	I	PRESIDENT	NA	Control
MOORE, EDWARD, PHILIP	I	PRESIDENT	NA	Control
MOORE, EDWARD, PHILIP	I	MEMBER, BOARD OF MANAGERS AND PRESIDENT	NA	Control
MOORE, EDWARD, PHILIP	I	MEMBER, BOARD OF MANAGERS AND PRESIDENT	NA	Control
MOORE, EDWARD, PHILIP	I	PRESIDENT	NA	Control
MOORE, EDWARD, PHILIP	I	MEMBER, BOARD OF MANAGERS AND PRESIDENT	NA	Control
MOORE, EDWARD, PHILIP	I	MEMBER, BOARD OF MANAGERS AND PRESIDENT	NA	Control
MOORE, EDWARD, PHILIP	I	PRESIDENT	NA	Control
MOORE, EDWARD, PHILIP	I	PRESIDENT	NA	Control
MOORE, EDWARD, PHILIP	I	PRESIDENT	NA	Control
MOORE, EDWARD, PHILIP	I	PRESIDENT	NA	Control
MOORE, EDWARD, PHILIP	I	PRESIDENT	NA	Control
MOORE, EDWARD, PHILIP	I	PRESIDENT	NA	Control
MOORE, EDWARD, PHILIP	I	PRESIDENT	NA	Control
MOORE, EDWARD, PHILIP	I	PRESIDENT	NA	Control
MOORE, EDWARD, PHILIP	I	PRESIDENT	NA	Control
MOORE, EDWARD, PHILIP	I	PRESIDENT	NA	Control
MOORE, EDWARD, PHILIP	I	PRESIDENT	NA	Control
MOORE, EDWARD, PHILIP	I	PRESIDENT	NA	Control
MOORE, EDWARD, PHILIP	I	PRESIDENT	NA	Control
MOORE, EDWARD, PHILIP	I	PRESIDENT	NA	Control
MOORE, EDWARD, PHILIP	I	PRESIDENT	NA	Control
MOORE, EDWARD, PHILIP	I	PRESIDENT	NA	Control
Mendelsohn, James, Daniel	I	CHIEF MARKETING OFFICER	NA	Control
Mendelsohn, James, Daniel	I	CHIEF MARKETING OFFICER	NA	Control
Mendelsohn, James, Daniel	I	CHIEF MARKETING OFFICER	NA	Control
Mendelsohn, James, Daniel	I	CHIEF MARKETING OFFICER	NA	Control
Mendelsohn, James, Daniel	I	CHIEF MARKETING OFFICER	NA	Control
PARKER, ERAINE, JOHNSON	I	CHIEF COMPLIANCE OFFICER	NA	Control
PARKER, ERAINE, JOHNSON	I	CHIEF COMPLIANCE OFFICER	NA	Control
PARKER, ERAINE, JOHNSON	I	CHIEF COMPLIANCE OFFICER	NA	Control
PARKER, ERAINE, JOHNSON	I	CHIEF COMPLIANCE OFFICER	NA	Control
PARKER, ERAINE, JOHNSON	I	CHIEF COMPLIANCE OFFICER	NA	Control
PARKER, ERAINE, JOHNSON	I	CHIEF COMPLIANCE OFFICER	NA	Control
PARKER, ERAINE, JOHNSON	I	CHIEF COMPLIANCE OFFICER	NA	Control
PARKER, ERAINE, JOHNSON	I	CHIEF COMPLIANCE OFFICER	NA	Control
PARKER, ERAINE, JOHNSON	I	CHIEF COMPLIANCE OFFICER	NA	Control
PARKER, ERAINE, JOHNSON	I	CHIEF COMPLIANCE OFFICER	NA	Control
PARKER, ERAINE, JOHNSON	I	CHIEF COMPLIANCE OFFICER	NA	Control
PARKER, ERAINE, JOHNSON	I	CHIEF COMPLIANCE OFFICER	NA	Control
PARKER, ERAINE, JOHNSON	I	CHIEF COMPLIANCE OFFICER	NA	Control
PARKER, ERAINE, JOHNSON	I	CHIEF COMPLIANCE OFFICER	NA	Control
PARKER, ERAINE, JOHNSON	I	CHIEF COMPLIANCE OFFICER	NA	Control
PARKER, ERAINE, JOHNSON	I	CHIEF COMPLIANCE OFFICER	NA	Control
PARKER, ERAINE, JOHNSON	I	CHIEF COMPLIANCE OFFICER	NA	Control
PARKER, ERAINE, JOHNSON	I	CHIEF COMPLIANCE OFFICER	NA	Control
PARKER, ERAINE, JOHNSON	I	CHIEF COMPLIANCE OFFICER	NA	Control
PARKER, ERAINE, JOHNSON	I	CHIEF COMPLIANCE OFFICER	NA	Control
PARKER, ERAINE, JOHNSON	I	CHIEF COMPLIANCE OFFICER	NA	Control
PARKER, ERAINE, JOHNSON	I	CHIEF COMPLIANCE OFFICER	NA	Control
PARKER, ERAINE, JOHNSON	I	CHIEF COMPLIANCE OFFICER	NA	Control
PARKER, ERAINE, JOHNSON	I	CHIEF COMPLIANCE OFFICER	NA	Control
PARKER, ERAINE, JOHNSON	I	CHIEF COMPLIANCE OFFICER	NA	Control
PARKER, ERAINE, JOHNSON	I	CHIEF COMPLIANCE OFFICER	NA	Control
PARKER, ERAINE, JOHNSON	I	CHIEF COMPLIANCE OFFICER	NA	Control
PARKER, RYAN, CHRISTOPHER	I	CHIEF EXECUTIVE OFFICER	NA	Control
PARKER, RYAN, CHRISTOPHER	I	CHIEF EXECUTIVE OFFICER	NA	Control
PARKER, RYAN, CHRISTOPHER	I	CHIEF EXECUTIVE OFFICER	NA	Control
PARKER, RYAN, CHRISTOPHER	I	CHIEF EXECUTIVE OFFICER	NA	Control
PARKER, RYAN, CHRISTOPHER	I	CHIEF EXECUTIVE OFFICER	NA	Control
PARKER, RYAN, CHRISTOPHER	I	CHIEF EXECUTIVE OFFICER	NA	Control
PARKER, RYAN, CHRISTOPHER	I	CHIEF EXECUTIVE OFFICER	NA	Control
PARKER, RYAN, CHRISTOPHER	I	CHIEF EXECUTIVE OFFICER	NA	Control
PARKER, RYAN, CHRISTOPHER	I	CHIEF EXECUTIVE OFFICER	NA	Control
PARKER, RYAN, CHRISTOPHER	I	CHIEF EXECUTIVE OFFICER	NA	Control
PARKER, RYAN, CHRISTOPHER	I	CHIEF EXECUTIVE OFFICER	NA	Control
ROBERTS, LESLEY, V	I	MEMBER, BOARD OF MANAGERS AND CHIEF OF STAFF	NA	Control
ROBERTS, LESLEY, V	I	MEMBER, BOARD OF MANAGERS AND CHIEF OF STAFF	NA	Control
ROBERTS, LESLEY, V	I	MEMBER, BOARD OF MANAGERS AND CHIEF OF STAFF	NA	Control
ROBERTS, LESLEY, V	I	CHIEF OPERATING OFFICER	NA	Control
ROBERTS, LESLEY, V	I	CHIEF ADMINISTRATIVE OFFICER	NA	Control
ROBERTS, LESLEY, V	I	CHIEF ADMINISTRATIVE OFFICER	NA	Control
ROBERTS, LESLEY, V	I	CHIEF ADMINISTRATIVE OFFICER	NA	Control
ROBERTS, LESLEY, V	I	CHIEF ADMINISTRATIVE OFFICER	NA	Control
ROBERTS, LESLEY, V	I	MEMBER, BOARD OF MANAGERS AND CHIEF OF STAFF	NA	Control
ROBERTS, LESLEY, V	I	CHIEF ADMINISTRATIVE OFFICER	NA	Control
ROBERTS, LESLEY, V	I	CHIEF ADMINISTRATIVE OFFICER	NA	Control
ROBERTS, LESLEY, V	I	CHIEF ADMINISTRATIVE OFFICER	NA	Control
ROBERTS, LESLEY, V	I	MEMBER, BOARD OF MANAGERS AND CHIEF ADMINISTRATIVE OFFICER	NA	Control
ROBERTS, LESLEY, V	I	MEMBER, BOARD OF MANAGERS AND CHIEF ADMINISTRATIVE OFFICER	NA	Control
ROBERTS, LESLEY, V	I	CHIEF ADMINISTRATIVE OFFICER	NA	Control
ROBERTS, LESLEY, V	I	MEMBER, BOARD OF MANAGERS AND CHIEF ADMINISTRATIVE OFFICER	NA	Control
ROBERTS, LESLEY, V	I	MEMBER, BOARD OF MANAGERS AND CHIEF OF STAFF	NA	Control
ROBERTS, LESLEY, V	I	CHIEF ADMINISTRATIVE OFFICER	NA	Control
ROBERTS, LESLEY, V	I	CHIEF ADMINISTRATIVE OFFICER	NA	Control
ROBERTS, LESLEY, V	I	CHIEF ADMINISTRATIVE OFFICER	NA	Control
ROBERTS, LESLEY, V	I	CHIEF ADMINISTRATIVE OFFICER	NA	Control
ROBERTS, LESLEY, V	I	CHIEF ADMINISTRATIVE OFFICER	NA	Control
EDELMAN FINANCIAL CENTER LLC	DE	PARENT COMPANY & SOLE MANAGING MEMBER	E	Control
EDELMAN FINANCIAL CENTER LLC	DE	PARENT COMPANY & SOLE MANAGING MEMBER	E	Control
EDELMAN FINANCIAL CENTER LLC	DE	PARENT COMPANY & SOLE MANAGING MEMBER	E	Control
EDELMAN FINANCIAL CENTER LLC	DE	PARENT COMPANY & SOLE MANAGING MEMBER	E	Control
EDELMAN FINANCIAL CENTER LLC	DE	PARENT COMPANY & SOLE MANAGING MEMBER	E	Control
EDELMAN FINANCIAL CENTER LLC	DE	PARENT COMPANY & SOLE MANAGING MEMBER	E	Control
EDELMAN FINANCIAL CENTER LLC	DE	PARENT COMPANY & SOLE MANAGING MEMBER	E	Control
EDELMAN FINANCIAL CENTER LLC	DE	PARENT COMPANY & SOLE MANAGING MEMBER	E	Control
EDELMAN FINANCIAL CENTER LLC	DE	PARENT COMPANY & SOLE MANAGING MEMBER	E	Control
EDELMAN FINANCIAL CENTER LLC	DE	PARENT COMPANY & SOLE MANAGING MEMBER	E	Control
EDELMAN FINANCIAL CENTER LLC	DE	PARENT COMPANY & SOLE MANAGING MEMBER	E	Control
EDELMAN FINANCIAL CENTER LLC	DE	SOLE MANAGING MEMBER	E	Control
EDELMAN FINANCIAL CENTER LLC	DE	SOLE MANAGING MEMBER	E	Control
EDELMAN FINANCIAL CENTER LLC	DE	PARENT COMPANY & SOLE MANAGING MEMBER	E	Control
EDELMAN FINANCIAL CENTER LLC	DE	SOLE MANAGING MEMBER	E	Control
EDELMAN FINANCIAL CENTER LLC	DE	PARENT COMPANY & SOLE MANAGING MEMBER	E	Control
EDELMAN FINANCIAL CENTER LLC	DE	PARENT COMPANY & SOLE MANAGING MEMBER	E	Control
EDELMAN FINANCIAL CENTER LLC	DE	SOLE MANAGING MEMBER	E	Control
EDELMAN FINANCIAL CENTER LLC	DE	PARENT COMPANY & SOLE MANAGING MEMBER	E	Control
EDELMAN FINANCIAL CENTER LLC	DE	PARENT COMPANY & SOLE MANAGING MEMBER	E	Control
EDELMAN FINANCIAL CENTER LLC	DE	SOLE MANAGING MEMBER	E	Control
THE EDELMAN FINANCIAL CENTER, LLC	DE	SOLE MANAGING MEMBER OF EDELMAN FINANCIAL SERVICES, LLC	E	Control
THE EDELMAN FINANCIAL CENTER, LLC	DE	SOLE MANAGING MEMBER OF EDELMAN FINANCIAL SERVICES, LLC	E	Control
THE EDELMAN FINANCIAL CENTER, LLC	DE	SOLE MANAGING MEMBER OF EDELMAN FINANCIAL SERVICES, LLC	E	Control
THE EDELMAN FINANCIAL CENTER, LLC	DE	SOLE MANAGING MEMBER OF EDELMAN FINANCIAL SERVICES, LLC	E	Control
THE EDELMAN FINANCIAL CENTER, LLC	DE	SOLE MANAGING MEMBER OF EDELMAN FINANCIAL SERVICES, LLC	E	Control
THE EDELMAN FINANCIAL CENTER, LLC	DE	SOLE MANAGING MEMBER OF EDELMAN FINANCIAL SERVICES, LLC	E	Control
THE EDELMAN FINANCIAL CENTER, LLC	DE	SOLE MANAGING MEMBER OF EDELMAN FINANCIAL SERVICES, LLC	E	Control
THE EDELMAN FINANCIAL CENTER, LLC	DE	SOLE MANAGING MEMBER OF EDELMAN FINANCIAL SERVICES, LLC	E	Control
THE EDELMAN FINANCIAL CENTER, LLC	DE	SOLE MANAGING MEMBER OF EDELMAN FINANCIAL SERVICES, LLC	E	Control
THE EDELMAN FINANCIAL CENTER, LLC	DE	SOLE MANAGING MEMBER OF EDELMAN FINANCIAL SERVICES, LLC	E	Control
THE EDELMAN FINANCIAL CENTER, LLC	DE	SOLE MANAGING MEMBER OF EDELMAN FINANCIAL SERVICES, LLC	E	Control
THE EDELMAN FINANCIAL CENTER, LLC	DE	SOLE MANAGING MEMBER OF EDELMAN FINANCIAL SERVICES, LLC	E	Control
THE EDELMAN FINANCIAL CENTER, LLC	DE	SOLE MANAGING MEMBER OF EDELMAN FINANCIAL SERVICES, LLC	E	Control
THE EDELMAN FINANCIAL CENTER, LLC	DE	SOLE MANAGING MEMBER OF EDELMAN FINANCIAL SERVICES, LLC	E	Control
THE EDELMAN FINANCIAL CENTER, LLC	DE	SOLE MANAGING MEMBER OF EDELMAN FINANCIAL SERVICES, LLC	E	Control
THE EDELMAN FINANCIAL CENTER, LLC	DE	SOLE MANAGING MEMBER OF EDELMAN FINANCIAL SERVICES, LLC	E	Control
THE EDELMAN FINANCIAL CENTER, LLC	DE	SOLE MANAGING MEMBER OF EDELMAN FINANCIAL SERVICES, LLC	E	Control
THE EDELMAN FINANCIAL CENTER, LLC	DE	SOLE MANAGING MEMBER OF EDELMAN FINANCIAL SERVICES, LLC	E	Control
THE FINANCIAL ENGINES EDELMAN CENTER, LLC	DE	SOLE MANAGING MEMBER OF EDELMAN FINANCIAL SERVICES, LLC	E	Control
EDELMAN, FREDRIC, MARK	I	CHAIRMAN, BOARD OF MANAGERS AND CEO	B	Control
EDELMAN, FREDRIC, MARK	I	CHAIRMAN, BOARD OF MANAGERS AND CEO	B	Control
EDELMAN, FREDRIC, MARK	I	CHAIRMAN, BOARD OF MANAGERS AND CEO	B	Control
EDELMAN, FREDRIC, MARK	I	CHAIRMAN & CEO	B	Control
EDELMAN, FREDRIC, MARK	I	CHAIRMAN & CEO	B	Control
EDELMAN, FREDRIC, MARK	I	CHAIRMAN, BOARD OF MANAGERS AND CEO	B	Control
EDELMAN, FREDRIC, MARK	I	CHAIRMAN, BOARD OF MANAGERS AND CEO	B	Control

Indirect Owners (Schedule B)

Name	Type	Entity	Ownership	Control
BAKER, BARRY	I	LEE SUMMER GP, LLC	F	Control
BAKER, BARRY	I	SUMMER HOLDINGS I, LLC	F	Control
BAKER, BARRY	I	LEE SUMMER GP, LLC	F	Control
BAKER, BARRY	I	SUMMER HOLDINGS I, LLC	F	Control
BAKER, BARRY	I	LEE SUMMER GP, LLC	F	Control
BAKER, BARRY	I	SUMMER HOLDINGS I, LLC	F	Control
BALL, GEORGE, LESTER	I	EDELMAN FINANCIAL CENTER LLC	F	Control
BALL, GEORGE, LESTER	I	EDELMAN FINANCIAL CENTER LLC	F	Control
BALL, GEORGE, LESTER	I	EDELMAN FINANCIAL CENTER LLC	F	Control
BALL, GEORGE, LESTER	I	EDELMAN FINANCIAL CENTER LLC	F	Control
BALL, GEORGE, LESTER	I	EDELMAN FINANCIAL CENTER LLC	F	Control
BALL, GEORGE, LESTER	I	EDELMAN FINANCIAL CENTER LLC	F	Control
BALL, GEORGE, LESTER	I	EDELMAN FINANCIAL CENTER LLC	F	Control
BALL, GEORGE, LESTER	I	EDELMAN FINANCIAL CENTER 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	LEE SUMMER GP, LLC	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	LEE SUMMER GP, LLC	F	Control
BALL, GEORGE, LESTER	I	SUMMER HOLDINGS I, 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	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	LEE SUMMER GP, LLC	F	Control
CANTOR, DIANA, FINE	I	SUMMER HOLDINGS I, LLC	F	Control
CANTOR, DIANA, FINE	I	LEE SUMMER GP, LLC	F	Control
CANTOR, DIANA, FINE	I	SUMMER HOLDINGS I, LLC	F	Control
CANTOR, DIANA, FINE	I	LEE SUMMER GP, LLC	F	Control
CANTOR, DIANA, FINE	I	SUMMER HOLDINGS I, LLC	F	Control
CANTOR, DIANA, FINE	I	LEE SUMMER GP, LLC	F	Control
CHAZE, RENE, EMILE	I	LEE SUMMER GP, LLC	F	Control
CHAZE, RENE, EMILE	I	SUMMER HOLDINGS I, LLC	F	Control
CHAZE, RENE, EMILE	I	LEE SUMMER GP, LLC	F	Control
CHAZE, RENE, EMILE	I	SUMMER HOLDINGS I, LLC	F	Control
CORDILL, STEPHEN, RICHARD	I	EDELMAN FINANCIAL CENTER LLC	F	Control
CORDILL, STEPHEN, RICHARD	I	EDELMAN FINANCIAL CENTER LLC	F	Control
EDELMAN FINANCIAL CENTER, INC.	DE	EDELMAN FINANCIAL CENTER LLC	F	Control
EDELMAN, FREDRIC, MARK	I	EDELMAN FINANCIAL CENTER LLC	F	Control
EDELMAN, FREDRIC, MARK	I	EDELMAN FINANCIAL CENTER LLC	F	Control
EDELMAN, FREDRIC, MARK	I	EDELMAN FINANCIAL CENTER LLC	F	Control
EDELMAN, FREDRIC, MARK	I	EDELMAN FINANCIAL CENTER LLC	F	Control
EDELMAN, FREDRIC, MARK	I	EDELMAN FINANCIAL CENTER LLC	F	Control
EDELMAN, FREDRIC, MARK	I	EDELMAN FINANCIAL CENTER LLC	F	Control
EDELMAN, FREDRIC, MARK	I	EDELMAN FINANCIAL CENTER LLC	F	Control
EDELMAN, FREDRIC, MARK	I	EDELMAN FINANCIAL CENTER LLC	F	Control
EDELMAN, FREDRIC, MARK	I	LEE SUMMER GP, LLC	F	Control
EDELMAN, FREDRIC, MARK	I	SUMMER HOLDINGS I, LLC	F	Control
EDELMAN, FREDRIC, MARK	I	LEE SUMMER GP, LLC	F	Control
EDELMAN, FREDRIC, MARK	I	SUMMER HOLDINGS I, LLC	F	Control
EDELMAN, FREDRIC, MARK	I	LEE SUMMER GP, LLC	F	Control
EDELMAN, FREDRIC, MARK	I	LEE SUMMER GP, LLC	F	Control
EDELMAN, FREDRIC, MARK	I	EDELMAN FINANCIAL CENTER LLC	F	Control
EDELMAN, FREDRIC, MARK	I	LEE SUMMER GP, LLC	F	Control
EDELMAN, FREDRIC, MARK	I	SUMMER HOLDINGS I, LLC	F	Control
EDELMAN, FREDRIC, MARK	I	LEE SUMMER GP, LLC	F	Control
EDELMAN, FREDRIC, MARK	I	LEE SUMMER GP, LLC	F	Control
EDELMAN, FREDRIC, MARK	I	SUMMER HOLDINGS I, 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	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	EDELMAN FINANCIAL CENTER LLC	F	Control
EDELMAN, FREDRIC, MARK	I	LEE SUMMER GP, LLC	F	Control
EDWARDS, JOE	I	EDELMAN FINANCIAL CENTER LLC	F	Control
EDWARDS, JOE	I	EDELMAN FINANCIAL CENTER LLC	F	Control
EDWARDS, JOE	I	EDELMAN FINANCIAL CENTER LLC	F	Control
EDWARDS, JOE	I	EDELMAN FINANCIAL CENTER LLC	F	Control
EDWARDS, JOE	I	EDELMAN FINANCIAL CENTER LLC	F	Control
EDWARDS, JOE	I	EDELMAN FINANCIAL CENTER LLC	F	Control
EDWARDS, JOE	I	EDELMAN FINANCIAL CENTER LLC	F	Control
GARRISON, ROBERT, EDWARD	I	EDELMAN FINANCIAL CENTER LLC	F	Control
GARRISON, ROBERT, EDWARD	I	EDELMAN FINANCIAL CENTER LLC	F	Control
GARRISON, ROBERT, EDWARD	I	EDELMAN FINANCIAL CENTER LLC	F	Control
GARRISON, ROBERT, EDWARD	I	EDELMAN FINANCIAL CENTER LLC	F	Control
GARRISON, ROBERT, EDWARD	I	EDELMAN FINANCIAL CENTER LLC	F	Control
GARRISON, ROBERT, EDWARD	I	EDELMAN FINANCIAL CENTER LLC	F	Control
GORMLEY, MARK, KEVIN	I	LEE SUMMER GP, LLC	F	Control
GORMLEY, MARK, KEVIN	I	SUMMER HOLDINGS I, LLC	F	Control
GORMLEY, MARK, KEVIN	I	LEE SUMMER GP, LLC	F	Control
GORMLEY, MARK, KEVIN	I	SUMMER HOLDINGS I, LLC	F	Control
GORMLEY, MARK, KEVIN	I	LEE SUMMER GP, LLC	F	Control
GORMLEY, MARK, KEVIN	I	LEE SUMMER GP, 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 I, LLC	F	Control
GORMLEY, MARK, KEVIN	I	LEE SUMMER GP, 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 I, 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	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	LEE SUMMER GP, LLC	F	Control
H&F CORPORATE INVESTORS VII, LTD.	FE	HELLMAN & FRIEDMAN INVESTORS VII, L.P.	F	Control
H&F CORPORATE INVESTORS VII, LTD.	FE	HELLMAN & FRIEDMAN INVESTORS VII, L.P.	F	Control
H&F CORPORATE INVESTORS VII, LTD.	FE	HELLMAN & FRIEDMAN INVESTORS VII, L.P.	F	Control
H&F CORPORATE INVESTORS VII, LTD.	FE	HELLMAN & FRIEDMAN INVESTORS VII, L.P.	F	Control
H&F CORPORATE INVESTORS VII, LTD.	FE	HELLMAN & FRIEDMAN INVESTORS VII, L.P.	F	Control
H&F CORPORATE INVESTORS VII, LTD.	FE	HELLMAN & FRIEDMAN INVESTORS VII, L.P.	F	Control
H&F CORPORATE INVESTORS VII, LTD.	FE	HELLMAN & FRIEDMAN INVESTORS VII, L.P.	F	Control
H&F CORPORATE INVESTORS VII, LTD.	FE	HELLMAN & FRIEDMAN INVESTORS VII, L.P.	F	Control
H&F CORPORATE INVESTORS VII, LTD.	FE	HELLMAN & FRIEDMAN INVESTORS VII, L.P.	F	Control
H&F CORPORATE INVESTORS VII, LTD.	FE	HELLMAN & FRIEDMAN INVESTORS VII, L.P.	F	Control
H&F CORPORATE INVESTORS VII, LTD.	FE	HELLMAN & FRIEDMAN INVESTORS VII, L.P.	F	Control
H&F CORPORATE INVESTORS VII, LTD.	FE	HELLMAN & FRIEDMAN INVESTORS VII, L.P.	F	Control
H&F CORPORATE INVESTORS VII, LTD.	FE	HELLMAN & FRIEDMAN INVESTORS VII, L.P.	F	Control
H&F CORPORATE INVESTORS VII, LTD.	FE	HELLMAN & FRIEDMAN INVESTORS VII, L.P.	F	Control
H&F FLIGHT GP, LLC	DE	EDELMAN FINANCIAL, L.P.	F	Control
H&F FLIGHT GP, LLC	DE	EDELMAN FINANCIAL, L.P.	F	Control
H&F FLIGHT GP, LLC	DE	EDELMAN FINANCIAL, L.P.	F	Control
H&F FLIGHT GP, LLC	DE	EDELMAN FINANCIAL, L.P.	F	Control
H&F FLIGHT GP, LLC	DE	EDELMAN FINANCIAL, L.P.	F	Control
H&F FLIGHT GP, LLC	DE	EDELMAN FINANCIAL, L.P.	F	Control
H&F FLIGHT GP, LLC	DE	EDELMAN FINANCIAL, L.P.	F	Control
H&F FLIGHT GP, LLC	DE	EDELMAN FINANCIAL, L.P.	F	Control
H&F FLIGHT GP, LLC	DE	EDELMAN FINANCIAL, L.P.	F	Control
H&F FLIGHT GP, LLC	DE	EDELMAN FINANCIAL, L.P.	F	Control
H&F FLIGHT GP, LLC	DE	FINANCIAL ENGINES EDELMAN, L.P.	F	Control
H&F FLIGHT GP, LLC	DE	EDELMAN FINANCIAL, L.P.	F	Control
H&F FLIGHT GP, LLC	DE	EDELMAN FINANCIAL, L.P.	F	Control
H&F FLIGHT GP, LLC	DE	EDELMAN FINANCIAL, L.P.	F	Control
H&F FLIGHT GP, LLC	DE	EDELMAN FINANCIAL, L.P.	F	Control
HELLMAN & FRIEDMAN INVESTORS VII, L.P.	FE	H&F EFS AIV I, L.P.	F	Control
HELLMAN & FRIEDMAN INVESTORS VII, L.P.	FE	H&F EFS AIV II, L.P.	F	Control
HELLMAN & FRIEDMAN INVESTORS VII, L.P.	FE	H&F EFS AIV III, L.P.	F	Control
HELLMAN & FRIEDMAN INVESTORS VII, L.P.	FE	H&F EFS AIV I, L.P.	F	Control
HELLMAN & FRIEDMAN INVESTORS VII, L.P.	FE	H&F EFS AIV II, L.P.	F	Control
HELLMAN & FRIEDMAN INVESTORS VII, L.P.	FE	H&F EFS AIV III, L.P.	F	Control
HELLMAN & FRIEDMAN INVESTORS VII, L.P.	FE	H&F EFS AIV I, L.P.	F	Control
HELLMAN & FRIEDMAN INVESTORS VII, L.P.	FE	H&F EFS AIV II, L.P.	F	Control
HELLMAN & FRIEDMAN INVESTORS VII, L.P.	FE	H&F EFS AIV III, L.P.	F	Control
HELLMAN & FRIEDMAN INVESTORS VII, L.P.	FE	H&F EFS AIV I, L.P.	F	Control
HELLMAN & FRIEDMAN INVESTORS VII, L.P.	FE	H&F EFS AIV II, L.P.	F	Control
HELLMAN & FRIEDMAN INVESTORS VII, L.P.	FE	H&F EFS AIV III, L.P.	F	Control
HELLMAN & FRIEDMAN INVESTORS VII, L.P.	FE	H&F EFS AIV I, L.P.	F	Control
HELLMAN & FRIEDMAN INVESTORS VII, L.P.	FE	H&F EFS AIV II, L.P.	F	Control
HELLMAN & FRIEDMAN INVESTORS VII, L.P.	FE	H&F EFS AIV III, L.P.	F	Control
HELLMAN & FRIEDMAN INVESTORS VII, L.P.	FE	H&F EFS AIV II, L.P.	F	Control
HELLMAN & FRIEDMAN INVESTORS VII, L.P.	FE	H&F EFS AIV I, L.P.	F	Control
HELLMAN & FRIEDMAN INVESTORS VII, L.P.	FE	H&F EFS AIV III, L.P.	F	Control
HELLMAN & FRIEDMAN INVESTORS VII, L.P.	FE	H&F EFS AIV I, L.P.	F	Control
HELLMAN & FRIEDMAN INVESTORS VII, L.P.	FE	H&F EFS AIV II, L.P.	F	Control
HELLMAN & FRIEDMAN INVESTORS VII, L.P.	FE	H&F EFS AIV III, L.P.	F	Control
HELLMAN & FRIEDMAN INVESTORS VII, L.P.	FE	H&F EFS AIV I, L.P.	F	Control
HELLMAN & FRIEDMAN INVESTORS VII, L.P.	FE	H&F EFS AIV II, L.P.	F	Control
HELLMAN & FRIEDMAN INVESTORS VII, L.P.	FE	H&F EFS AIV III, L.P.	F	Control
HELLMAN & FRIEDMAN INVESTORS VII, L.P.	FE	H&F EFS AIV I, L.P.	F	Control
HELLMAN & FRIEDMAN INVESTORS VII, L.P.	FE	H&F EFS AIV II, L.P.	F	Control
HELLMAN & FRIEDMAN INVESTORS VII, L.P.	FE	H&F EFS AIV III, L.P.	F	Control
HELLMAN & FRIEDMAN INVESTORS VII, L.P.	FE	H&F EFS AIV I, L.P.	F	Control
HELLMAN & FRIEDMAN INVESTORS VII, L.P.	FE	H&F EFS AIV II, L.P.	F	Control
HELLMAN & FRIEDMAN INVESTORS VII, L.P.	FE	H&F EFS AIV III, L.P.	F	Control
HELLMAN & FRIEDMAN INVESTORS VII, L.P.	FE	H&F EFS AIV I, L.P.	F	Control
HELLMAN & FRIEDMAN INVESTORS VII, L.P.	FE	H&F EFS AIV II, L.P.	F	Control
HELLMAN & FRIEDMAN INVESTORS VII, L.P.	FE	H&F EFS AIV III, L.P.	F	Control
HELLMAN & FRIEDMAN INVESTORS VII, L.P.	FE	H&F EFS AIV I, L.P.	F	Control
HELLMAN & FRIEDMAN INVESTORS VII, L.P.	FE	H&F EFS AIV II, L.P.	F	Control
HELLMAN & FRIEDMAN INVESTORS VII, L.P.	FE	H&F EFS AIV III, L.P.	F	Control
HELLMAN & FRIEDMAN INVESTORS VII, L.P.	FE	H&F EFS AIV I, L.P.	F	Control
HELLMAN & FRIEDMAN INVESTORS VII, L.P.	FE	H&F EFS AIV II, L.P.	F	Control
HELLMAN & FRIEDMAN INVESTORS VII, L.P.	FE	H&F EFS AIV III, L.P.	F	Control
HELLMAN & FRIEDMAN INVESTORS VII, L.P.	FE	H&F EFS AIV I, L.P.	F	Control
HELLMAN & FRIEDMAN INVESTORS VII, L.P.	FE	H&F EFS AIV II, L.P.	F	Control
HELLMAN & FRIEDMAN INVESTORS VII, L.P.	FE	H&F EFS AIV III, L.P.	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	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, ALEXIS	I	LEE SUMMER GP, LLC	F	Control
HOCHBERG, BENJAMIN, ALEXIS	I	SUMMER HOLDINGS I, LLC	F	Control
HOCHBERG, BENJAMIN, ALEXIS	I	LEE SUMMER GP, LLC	F	Control
HOCHBERG, BENJAMIN, ALEXIS	I	SUMMER HOLDINGS I, 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	SUMMER HOLDINGS I, 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	SUMMER HOLDINGS I, 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, 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	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	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, THOMAS, HASKELL	I	LEE SUMMER GP, LLC	F	Control
LEE, THOMAS, HASKELL	I	LEE EQUITY PARTNERS GP, 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	LEE EQUITY PARTNERS GP, 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	LEE SUMMER GP, LLC	F	Control
LEE, THOMAS, HASKELL	I	LEE EQUITY PARTNERS GP, LLC	F	Control
LEE, THOMAS, HASKELL	I	SUMMER HOLDINGS I, 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	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	LEE SUMMER GP, LLC	F	Control
LEE, THOMAS, HASKELL	I	LEE EQUITY PARTNERS GP, LLC	F	Control
MOORE, EDWARD, PHILIP	I	EDELMAN FINANCIAL CENTER LLC	F	Control
MOORE, EDWARD, PHILIP	I	EDELMAN FINANCIAL CENTER LLC	F	Control
MOORE, EDWARD, PHILIP	I	EDELMAN FINANCIAL CENTER LLC	F	Control
MOORE, EDWARD, PHILIP	I	EDELMAN FINANCIAL CENTER LLC	F	Control
MOORE, EDWARD, PHILIP	I	EDELMAN FINANCIAL CENTER LLC	F	Control
MOORE, EDWARD, PHILIP	I	EDELMAN FINANCIAL CENTER LLC	F	Control
MOORE, EDWARD, PHILIP	I	EDELMAN FINANCIAL CENTER LLC	F	Control
MOORE, EDWARD, PHILIP	I	EDELMAN FINANCIAL CENTER LLC	F	Control
MOORE, EDWARD, PHILIP	I	EDELMAN FINANCIAL CENTER LLC	F	Control
MOORE, EDWARD, PHILIP	I	EDELMAN FINANCIAL CENTER LLC	F	Control
MOORE, EDWARD, PHILIP	I	EDELMAN FINANCIAL CENTER LLC	F	Control
MOORE, EDWARD, PHILIP	I	LEE SUMMER GP, LLC	F	Control
MOORE, EDWARD, PHILIP	I	SUMMER HOLDINGS I, LLC	F	Control
MOORE, EDWARD, PHILIP	I	LEE SUMMER GP, LLC	F	Control
MOORE, EDWARD, PHILIP	I	SUMMER HOLDINGS I, LLC	F	Control
MOORE, EDWARD, PHILIP	I	LEE SUMMER GP, LLC	F	Control
MOORE, EDWARD, PHILIP	I	LEE SUMMER GP, LLC	F	Control
MOORE, EDWARD, PHILIP	I	EDELMAN FINANCIAL CENTER LLC	F	Control
MOORE, EDWARD, PHILIP	I	LEE SUMMER GP, LLC	F	Control
MOORE, EDWARD, PHILIP	I	SUMMER HOLDINGS I, LLC	F	Control
MOORE, EDWARD, PHILIP	I	LEE SUMMER GP, LLC	F	Control
MOORE, EDWARD, PHILIP	I	LEE SUMMER GP, LLC	F	Control
MOORE, EDWARD, PHILIP	I	SUMMER HOLDINGS I, LLC	F	Control
MOORE, EDWARD, PHILIP	I	EDELMAN FINANCIAL CENTER 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	EDELMAN FINANCIAL CENTER 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	LEE SUMMER GP, LLC	F	Control
MOORE, EDWARD, PHILIP	I	EDELMAN FINANCIAL CENTER 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	EDELMAN FINANCIAL CENTER LLC	F	Control
MOORE, EDWARD, PHILIP	I	LEE SUMMER 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
ROAME, CHARLES, MICHAEL	I	THE EDELMAN FINANCIAL GROUP	F	Control
ROAME, CHARLES, MICHAEL	I	LEE SUMMER GP, LLC	F	Control
ROAME, CHARLES, MICHAEL	I	LEE SUMMER GP, LLC	F	Control
ROAME, CHARLES, MICHAEL	I	SUMMER HOLDINGS I, LLC	F	Control
ROAME, CHARLES, MICHAEL	I	THE EDELMAN FINANCIAL GROUP	F	Control
ROAME, CHARLES, MICHAEL	I	LEE SUMMER GP, LLC	F	Control
ROBERTS, LESLEY, V	I	EDELMAN FINANCIAL CENTER LLC	F	Control
ROBERTS, LESLEY, V	I	EDELMAN FINANCIAL CENTER LLC	F	Control
ROBERTS, LESLEY, V	I	EDELMAN FINANCIAL CENTER LLC	F	Control
ROBERTS, LESLEY, V	I	EDELMAN FINANCIAL CENTER LLC	F	Control
RODRIGUEZ, DANIEL, J	I	LEE SUMMER GP, LLC	F	Control
RODRIGUEZ, DANIEL, J	I	SUMMER HOLDINGS I, LLC	F	Control
RODRIGUEZ, DANIEL, J	I	LEE SUMMER GP, LLC	F	Control
RODRIGUEZ, DANIEL, J	I	SUMMER HOLDINGS I, LLC	F	Control
RODRIGUEZ, DANIEL, J	I	LEE SUMMER GP, LLC	F	Control
RODRIGUEZ, DANIEL, J	I	LEE SUMMER GP, LLC	F	Control
RODRIGUEZ, DANIEL, J	I	LEE SUMMER GP, LLC	F	Control
RODRIGUEZ, DANIEL, J	I	SUMMER HOLDINGS I, LLC	F	Control
RODRIGUEZ, DANIEL, J	I	LEE SUMMER GP, LLC	F	Control
RODRIGUEZ, DANIEL, J	I	LEE SUMMER GP, LLC	F	Control
RODRIGUEZ, DANIEL, J	I	SUMMER HOLDINGS I, 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	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	LEE SUMMER 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
SUMMER HOLDINGS I, LLC	DE	THE EDELMAN FINANCIAL CENTER, LLC	F	Control
SUMMER HOLDINGS I, LLC	DE	THE EDELMAN FINANCIAL CENTER, LLC	F	Control
EDELMAN FINANCIAL HOLDINGS I, LLC	DE	EDELMAN FINANCIAL HOLDINGS III, LLC	E	Control
EDELMAN FINANCIAL HOLDINGS I, LLC	DE	EDELMAN FINANCIAL HOLDINGS III, LLC	E	Control
EDELMAN FINANCIAL HOLDINGS I, LLC	DE	EDELMAN FINANCIAL HOLDINGS III, LLC	E	Control
EDELMAN FINANCIAL HOLDINGS I, LLC	DE	EDELMAN FINANCIAL HOLDINGS III, LLC	E	Control
EDELMAN FINANCIAL HOLDINGS I, LLC	DE	EDELMAN FINANCIAL HOLDINGS III, LLC	E	Control
EDELMAN FINANCIAL HOLDINGS I, LLC	DE	EDELMAN FINANCIAL HOLDINGS III, LLC	E	Control
EDELMAN FINANCIAL HOLDINGS I, LLC	DE	EDELMAN FINANCIAL HOLDINGS III, LLC	E	Control
EDELMAN FINANCIAL HOLDINGS I, LLC	DE	EDELMAN FINANCIAL HOLDINGS III, LLC	E	Control
EDELMAN FINANCIAL HOLDINGS I, LLC	DE	EDELMAN FINANCIAL HOLDINGS III, LLC	E	Control
EDELMAN FINANCIAL HOLDINGS I, LLC	DE	EDELMAN FINANCIAL HOLDINGS III, LLC	E	Control
EDELMAN FINANCIAL HOLDINGS I, LLC	DE	EDELMAN FINANCIAL HOLDINGS III, LLC	E	Control
EDELMAN FINANCIAL HOLDINGS I, LLC	DE	EDELMAN FINANCIAL HOLDINGS III, LLC	E	Control
EDELMAN FINANCIAL HOLDINGS I, LLC	DE	EDELMAN FINANCIAL HOLDINGS III, LLC	E	Control
EDELMAN FINANCIAL HOLDINGS I, LLC	DE	EDELMAN FINANCIAL HOLDINGS III, LLC	E	Control
EDELMAN FINANCIAL HOLDINGS III, LLC	DE	EDELMAN FINANCIAL HOLDINGS IV, LLC	E	Control
EDELMAN FINANCIAL HOLDINGS III, LLC	DE	EDELMAN FINANCIAL HOLDINGS IV, LLC	E	Control
EDELMAN FINANCIAL HOLDINGS III, LLC	DE	EDELMAN FINANCIAL HOLDINGS IV, LLC	E	Control
EDELMAN FINANCIAL HOLDINGS III, LLC	DE	EDELMAN FINANCIAL HOLDINGS IV, LLC	E	Control
EDELMAN FINANCIAL HOLDINGS III, LLC	DE	EDELMAN FINANCIAL HOLDINGS IV, LLC	E	Control
EDELMAN FINANCIAL HOLDINGS III, LLC	DE	EDELMAN FINANCIAL HOLDINGS IV, LLC	E	Control
EDELMAN FINANCIAL HOLDINGS III, LLC	DE	EDELMAN FINANCIAL HOLDINGS IV, LLC	E	Control
EDELMAN FINANCIAL HOLDINGS III, LLC	DE	EDELMAN FINANCIAL HOLDINGS IV, LLC	E	Control
EDELMAN FINANCIAL HOLDINGS III, LLC	DE	EDELMAN FINANCIAL HOLDINGS IV, LLC	E	Control
EDELMAN FINANCIAL HOLDINGS III, LLC	DE	EDELMAN FINANCIAL HOLDINGS IV, LLC	E	Control
EDELMAN FINANCIAL HOLDINGS III, LLC	DE	EDELMAN FINANCIAL HOLDINGS IV, LLC	E	Control
EDELMAN FINANCIAL HOLDINGS III, LLC	DE	EDELMAN FINANCIAL HOLDINGS IV, LLC	E	Control
EDELMAN FINANCIAL HOLDINGS III, LLC	DE	EDELMAN FINANCIAL HOLDINGS IV, LLC	E	Control
EDELMAN FINANCIAL HOLDINGS III, LLC	DE	EDELMAN FINANCIAL HOLDINGS IV, LLC	E	Control
EDELMAN FINANCIAL HOLDINGS IV, LLC	DE	THE EDELMAN FINANCIAL CENTER, LLC	E	Control
EDELMAN FINANCIAL HOLDINGS IV, LLC	DE	THE EDELMAN FINANCIAL CENTER, LLC	E	Control
EDELMAN FINANCIAL HOLDINGS IV, LLC	DE	THE EDELMAN FINANCIAL CENTER, LLC	E	Control
EDELMAN FINANCIAL HOLDINGS IV, LLC	DE	THE EDELMAN FINANCIAL CENTER, LLC	E	Control
EDELMAN FINANCIAL HOLDINGS IV, LLC	DE	THE EDELMAN FINANCIAL CENTER, LLC	E	Control
EDELMAN FINANCIAL HOLDINGS IV, LLC	DE	THE EDELMAN FINANCIAL CENTER, LLC	E	Control
EDELMAN FINANCIAL HOLDINGS IV, LLC	DE	THE EDELMAN FINANCIAL CENTER, LLC	E	Control
EDELMAN FINANCIAL HOLDINGS IV, LLC	DE	THE EDELMAN FINANCIAL CENTER, LLC	E	Control
EDELMAN FINANCIAL HOLDINGS IV, LLC	DE	THE EDELMAN FINANCIAL CENTER, LLC	E	Control
EDELMAN FINANCIAL HOLDINGS IV, LLC	DE	THE EDELMAN FINANCIAL CENTER, LLC	E	Control
EDELMAN FINANCIAL HOLDINGS IV, LLC	DE	THE EDELMAN FINANCIAL CENTER, LLC	E	Control
EDELMAN FINANCIAL HOLDINGS IV, LLC	DE	THE EDELMAN FINANCIAL CENTER, LLC	E	Control
EDELMAN FINANCIAL HOLDINGS IV, LLC	DE	THE EDELMAN FINANCIAL CENTER, LLC	E	Control
EDELMAN FINANCIAL HOLDINGS IV, LLC	DE	THE EDELMAN FINANCIAL CENTER, LLC	E	Control
EDELMAN FINANCIAL, L.P.	DE	EDELMAN FINANCIAL HOLDINGS I, LLC	E	Control
EDELMAN FINANCIAL, L.P.	DE	EDELMAN FINANCIAL HOLDINGS I, LLC	E	Control
EDELMAN FINANCIAL, L.P.	DE	EDELMAN FINANCIAL HOLDINGS I, LLC	E	Control
EDELMAN FINANCIAL, L.P.	DE	EDELMAN FINANCIAL HOLDINGS I, LLC	E	Control
EDELMAN FINANCIAL, L.P.	DE	EDELMAN FINANCIAL HOLDINGS I, LLC	E	Control
EDELMAN FINANCIAL, L.P.	DE	EDELMAN FINANCIAL HOLDINGS I, LLC	E	Control
EDELMAN FINANCIAL, L.P.	DE	EDELMAN FINANCIAL HOLDINGS I, LLC	E	Control
EDELMAN FINANCIAL, L.P.	DE	EDELMAN FINANCIAL HOLDINGS I, LLC	E	Control
EDELMAN FINANCIAL, L.P.	DE	EDELMAN FINANCIAL HOLDINGS I, LLC	E	Control
EDELMAN FINANCIAL, L.P.	DE	EDELMAN FINANCIAL HOLDINGS I, LLC	E	Control
EDELMAN FINANCIAL, L.P.	DE	EDELMAN FINANCIAL HOLDINGS I, LLC	E	Control
EDELMAN FINANCIAL, L.P.	DE	EDELMAN FINANCIAL HOLDINGS I, LLC	E	Control
EDELMAN FINANCIAL, L.P.	DE	EDELMAN FINANCIAL HOLDINGS I, LLC	E	Control
EDELMAN FINANCIAL, L.P.	DE	EDELMAN FINANCIAL HOLDINGS I, 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
FINANCIAL ENGINES EDELMAN HOLDINGS I, LLC	DE	FINANCIAL ENGINES EDELMAN HOLDINGS III, LLC	E	Control
FINANCIAL ENGINES EDELMAN HOLDINGS I, LLC	DE	FINANCIAL ENGINES EDELMAN HOLDINGS II, INC.	E	Control
FINANCIAL ENGINES EDELMAN HOLDINGS II, INC.	DE	FINANCIAL ENGINES EDELMAN INVESTMENTS, LLC	E	Control
FINANCIAL ENGINES EDELMAN HOLDINGS III, LLC	DE	FINANCIAL ENGINES EDELMAN HOLDINGS IV, LLC	E	Control
FINANCIAL ENGINES EDELMAN HOLDINGS IV, LLC	DE	THE FINANCIAL ENGINES EDELMAN CENTER, LLC	E	Control
FINANCIAL ENGINES EDELMAN, L.P.	DE	FINANCIAL ENGINES EDELMAN HOLDINGS I, LLC	E	Control
H&F EFS AIV III, L.P.	DE	H&F EFS HOLDINGS, INC.	E	Control
H&F EFS AIV III, L.P.	DE	H&F EFS HOLDINGS, INC.	E	Control
H&F EFS AIV III, L.P.	DE	H&F EFS HOLDINGS, INC.	E	Control
H&F EFS AIV III, L.P.	DE	H&F EFS HOLDINGS, INC.	E	Control
H&F EFS AIV III, L.P.	DE	H&F EFS HOLDINGS, INC.	E	Control
H&F EFS AIV III, L.P.	DE	H&F EFS HOLDINGS, INC.	E	Control
H&F EFS AIV III, L.P.	DE	H&F EFS HOLDINGS, INC.	E	Control
H&F EFS AIV III, L.P.	DE	H&F EFS HOLDINGS, INC.	E	Control
H&F EFS AIV III, L.P.	DE	H&F EFS HOLDINGS, INC.	E	Control
H&F EFS AIV III, L.P.	DE	H&F EFS HOLDINGS, INC.	E	Control
H&F EFS AIV III, L.P.	DE	H&F EFS HOLDINGS, INC.	E	Control
H&F EFS AIV III, L.P.	DE	H&F EFS HOLDINGS, INC.	E	Control
H&F EFS AIV III, L.P.	DE	H&F EFS HOLDINGS, INC.	E	Control
H&F EFS AIV III, L.P.	DE	H&F EFS HOLDINGS, INC.	E	Control
H&F EFS HOLDINGS, INC.	DE	H&F EFS AIV II, L.P.	E
H&F EFS HOLDINGS, INC.	DE	H&F EFS AIV II, L.P.	E
H&F EFS HOLDINGS, INC.	DE	H&F EFS AIV II, L.P.	E
H&F EFS HOLDINGS, INC.	DE	H&F EFS AIV II, L.P.	E
H&F EFS HOLDINGS, INC.	DE	H&F EFS AIV II, L.P.	E
H&F EFS HOLDINGS, INC.	DE	H&F EFS AIV II, L.P.	E
H&F EFS HOLDINGS, INC.	DE	H&F EFS AIV II, L.P.	E
H&F EFS HOLDINGS, INC.	DE	H&F EFS AIV II, L.P.	E
H&F EFS HOLDINGS, INC.	DE	H&F EFS AIV II, L.P.	E
H&F EFS HOLDINGS, INC.	DE	H&F EFS AIV II, L.P.	E
H&F EFS HOLDINGS, INC.	DE	H&F EFS AIV II, L.P.	E
H&F EFS HOLDINGS, INC.	DE	H&F EFS AIV II, L.P.	E
H&F EFS HOLDINGS, INC.	DE	H&F EFS AIV II, L.P.	E
H&F EFS HOLDINGS, INC.	DE	H&F EFS AIV II, L.P.	E
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 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
PINNACLE SUMMER INVESTMENTS, INC.	DE	THE EDELMAN FINANCIAL CENTER LLC	E
PINNACLE SUMMER INVESTMENTS, INC.	DE	THE EDELMAN FINANCIAL CENTER LLC	E	Control
PINNACLE SUMMER INVESTMENTS, INC.	DE	THE EDELMAN FINANCIAL CENTER LLC	E	Control
SANDERS MORRIS HARRIS GROUP	DE	EDELMAN FINANCIAL CENTER LLC	E	Control
SANDERS MORRIS HARRIS GROUP	DE	EDELMAN FINANCIAL CENTER LLC	E	Control
SANDERS MORRIS HARRIS GROUP	DE	EDELMAN FINANCIAL CENTER LLC	E	Control
SUMMER HODINGS I, LLC	DE	SUMMER HOLDINGS II, INC.	E	Control
SUMMER HODINGS I, LLC	DE	SUMMER HOLDINGS II, INC.	E	Control
SUMMER HODINGS 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	THE EDELMAN FINANCIAL CENTER LLC	E	Control
SUMMER HOLDINGS I, LLC	DE	SUMMER HOLDINGS II, INC.	E	Control
SUMMER HOLDINGS I, LLC	DE	THE EDELMAN FINANCIAL CENTER 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	THE EDELMAN FINANCIAL CENTER 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	THE EDELMAN FINANCIAL CENTER 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	THE EDELMAN FINANCIAL CENTER LLC	E	Control
SUMMER HOLDINGS I, LLC	DE	SUMMER HOLDINGS II, INC.	E	Control
SUMMER HOLDINGS II, INC.	DE	PINNACLE SUMMER INVESTMENTS, LLC	E	Control
SUMMER HOLDINGS II, INC.	DE	PINNACLE SUMMER INVESTMENTS, LLC	E	Control
SUMMER HOLDINGS II, INC.	DE	THE EDELMAN FINANCIAL GROUP INC.	E
SUMMER HOLDINGS II, INC.	DE	THE EDELMAN FINANCIAL GROUP INC.	E
SUMMER HOLDINGS II, INC.	DE	PINNACLE SUMMER INVESTMENTS, INC.	E	Control
SUMMER HOLDINGS II, INC.	DE	THE EDELMAN FINANCIAL GROUP INC.	E
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
SUMMER HOLDINGS II, INC.	DE	THE EDELMAN FINANCIAL GROUP INC.	E	Control
SUMMER HOLDINGS II, INC.	DE	THE EDELMAN FINANCIAL GROUP INC.	E
THE EDELMAN FINANCIAL GROUP	DE	EDELMAN FINANCIAL CENTER LLC	E	Control
THE EDELMAN FINANCIAL GROUP	DE	EDELMAN FINANCIAL CENTER LLC	E	Control
THE EDELMAN FINANCIAL GROUP INC.	DE	THE EDELMAN FINANCIAL CENTER LLC	E
THE EDELMAN FINANCIAL GROUP INC.	DE	EDELMAN FINANCIAL CENTER LLC	E	Control
THE EDELMAN FINANCIAL GROUP INC.	DE	THE EDELMAN FINANCIAL CENTER LLC	E
THE EDELMAN FINANCIAL GROUP INC.	DE	EDELMAN FINANCIAL CENTER LLC	E	Control
THE EDELMAN FINANCIAL GROUP INC.	DE	EDELMAN FINANCIAL CENTER LLC	E	Control
THE EDELMAN FINANCIAL GROUP INC.	DE	THE EDELMAN FINANCIAL CENTER LLC	E
THE EDELMAN FINANCIAL GROUP INC.	DE	EDELMAN FINANCIAL CENTER LLC	E	Control
THE EDELMAN FINANCIAL GROUP INC.	DE	EDELMAN FINANCIAL CENTER LLC	E	Control
THE EDELMAN FINANCIAL GROUP INC.	DE	THE EDELMAN FINANCIAL CENTER LLC	E
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 SUMMER GP, LLC	D	Control
LEE EQUITY PARTNERS, LLC	DE	LEE SUMMER GP, LLC	D	Control
LEE EQUITY PARTNERS, LLC	DE	LEE SUMMER GP, LLC	D	Control
LEE EQUITY PARTNERS, LLC	DE	LEE SUMMER GP, LLC	D	Control
LEE EQUITY PARTNERS, LLC	DE	LEE SUMMER GP, LLC	D	Control
LEE EQUITY PARTNERS, LLC	DE	LEE SUMMER GP, LLC	D	Control
LEE EQUITY PARTNERS, LLC	DE	LEE SUMMER GP, LLC	D	Control
LEE EQUITY PARTNERS, LLC	DE	LEE SUMMER GP, LLC	D	Control
LEE EQUITY PARTNERS, LLC	DE	LEE SUMMER GP, LLC	D	Control
LEP SUMMER HOLDINGS , LLC	DE	LEE SUMMER, LP	D
LEP SUMMER HOLDINGS , LLC	DE	LEE SUMMER, LP	D
LEP SUMMER HOLDINGS , LLC	DE	LEE SUMMER, LP	D
LEP SUMMER HOLDINGS , LLC	DE	LEE SUMMER, LP	D
LEP SUMMER HOLDINGS , LLC	DE	LEE SUMMER, LP	D	Control
LEP SUMMER HOLDINGS , LLC	DE	LEE SUMMER, LP	D
LEP SUMMER HOLDINGS , LLC	DE	LEE SUMMER, LP	D	Control
LEP SUMMER HOLDINGS , LLC	DE	LEE SUMMER, LP	D
LEP SUMMER HOLDINGS , 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
SANDERS MORRIS HARRIS GROUP	DE	EDELMAN FINANCIAL CENTER LLC	D	Control
SANDERS MORRIS HARRIS GROUP	DE	EDELMAN FINANCIAL CENTER LLC	D	Control
SANDERS MORRIS HARRIS GROUP	DE	EDELMAN FINANCIAL CENTER LLC	D	Control
SANDERS MORRIS HARRIS GROUP	DE	EDELMAN FINANCIAL CENTER LLC	D	Control
SANDERS MORRIS HARRIS GROUP	DE	EDELMAN FINANCIAL CENTER LLC	D	Control
SANDERS MORRIS HARRIS GROUP	DE	EDELMAN FINANCIAL CENTER LLC	D	Control
SUMMER HOLDINGS I, LLC	DE	THE EDELMAN FINANCIAL CENTER, LLC	D	Control
SUMMER HOLDINGS I, LLC	DE	THE EDELMAN FINANCIAL CENTER, LLC	D	Control
EDELMAN FINANCIAL CENTER, INC.	DE	EDELMAN FINANCIAL CENTER LLC	C	Control
EDELMAN FINANCIAL CENTER, INC.	DE	EDELMAN FINANCIAL CENTER LLC	C	Control
EDELMAN FINANCIAL CENTER, INC.	DE	EDELMAN FINANCIAL CENTER LLC	C	Control
EDELMAN FINANCIAL CENTER, INC.	DE	EDELMAN FINANCIAL CENTER LLC	C	Control
EDELMAN FINANCIAL CENTER, INC.	DE	EDELMAN FINANCIAL CENTER LLC	C	Control
EDELMAN FINANCIAL CENTER, INC.	DE	EDELMAN FINANCIAL CENTER LLC	C	Control
FINANCIAL ENGINES EDELMAN INVESTMENTS, LLC	DE	FINANCIAL ENGINES EDELMAN HOLDINGS III, LLC	C	Control
GORMLEY, MARK, KEVIN	I	LEE EQUITY PARTNERS GP, LLC	C	Control
GORMLEY, MARK, KEVIN	I	LEE EQUITY PARTNERS GP, LLC	C	Control
H&F EFS AIV I, L.P.	DE	EDELMAN FINANCIAL, L.P.	C
H&F EFS AIV I, L.P.	DE	H&F FLIGHT GP, LLC	C	Control
H&F EFS AIV I, L.P.	DE	EDELMAN FINANCIAL, L.P.	C
H&F EFS AIV I, L.P.	DE	H&F FLIGHT GP, LLC	C	Control
H&F EFS AIV I, L.P.	DE	EDELMAN FINANCIAL, L.P.	C
H&F EFS AIV I, L.P.	DE	H&F FLIGHT GP, LLC	C	Control
H&F EFS AIV I, L.P.	DE	EDELMAN FINANCIAL, L.P.	C
H&F EFS AIV I, L.P.	DE	H&F FLIGHT GP, LLC	C	Control
H&F EFS AIV I, L.P.	DE	EDELMAN FINANCIAL, L.P.	C
H&F EFS AIV I, L.P.	DE	H&F FLIGHT GP, LLC	C	Control
H&F EFS AIV I, L.P.	DE	EDELMAN FINANCIAL, L.P.	C
H&F EFS AIV I, L.P.	DE	H&F FLIGHT GP, LLC	C	Control
H&F EFS AIV I, L.P.	DE	EDELMAN FINANCIAL, L.P.	C
H&F EFS AIV I, L.P.	DE	H&F FLIGHT GP, LLC	C	Control
H&F EFS AIV I, L.P.	DE	EDELMAN FINANCIAL, L.P.	C
H&F EFS AIV I, L.P.	DE	H&F FLIGHT GP, LLC	C	Control
H&F EFS AIV I, L.P.	DE	EDELMAN FINANCIAL, L.P.	C
H&F EFS AIV I, L.P.	DE	H&F FLIGHT GP, LLC	C	Control
H&F EFS AIV I, L.P.	DE	EDELMAN FINANCIAL, L.P.	C
H&F EFS AIV I, L.P.	DE	H&F FLIGHT GP, LLC	C	Control
H&F EFS AIV I, L.P.	DE	EDELMAN FINANCIAL, L.P.	C
H&F EFS AIV I, L.P.	DE	H&F FLIGHT GP, LLC	C	Control
H&F EFS AIV I, L.P.	DE	EDELMAN FINANCIAL, L.P.	C
H&F EFS AIV I, L.P.	DE	H&F FLIGHT GP, LLC	C	Control
H&F EFS AIV I, L.P.	DE	EDELMAN FINANCIAL, L.P.	C
H&F EFS AIV I, L.P.	DE	H&F FLIGHT GP, LLC	C	Control
H&F EFS AIV I, L.P.	DE	EDELMAN FINANCIAL, L.P.	C
H&F EFS AIV I, L.P.	DE	H&F FLIGHT GP, LLC	C	Control
H&F EFS AIV II, L.P.	DE	EDELMAN FINANCIAL, L.P.	C
H&F EFS AIV II, L.P.	DE	H&F FLIGHT GP, LLC	C	Control
H&F EFS AIV II, L.P.	DE	EDELMAN FINANCIAL, L.P.	C
H&F EFS AIV II, L.P.	DE	H&F FLIGHT GP, LLC	C	Control
H&F EFS AIV II, L.P.	DE	EDELMAN FINANCIAL, L.P.	C
H&F EFS AIV II, L.P.	DE	H&F FLIGHT GP, LLC	C	Control
H&F EFS AIV II, L.P.	DE	EDELMAN FINANCIAL, L.P.	C
H&F EFS AIV II, L.P.	DE	H&F FLIGHT GP, LLC	C	Control
H&F EFS AIV II, L.P.	DE	EDELMAN FINANCIAL, L.P.	C
H&F EFS AIV II, L.P.	DE	H&F FLIGHT GP, LLC	C	Control
H&F EFS AIV II, L.P.	DE	EDELMAN FINANCIAL, L.P.	C
H&F EFS AIV II, L.P.	DE	H&F FLIGHT GP, LLC	C	Control
H&F EFS AIV II, L.P.	DE	EDELMAN FINANCIAL, L.P.	C
H&F EFS AIV II, L.P.	DE	H&F FLIGHT GP, LLC	C	Control
H&F EFS AIV II, L.P.	DE	EDELMAN FINANCIAL, L.P.	C
H&F EFS AIV II, L.P.	DE	H&F FLIGHT GP, LLC	C	Control
H&F EFS AIV II, L.P.	DE	EDELMAN FINANCIAL, L.P.	C
H&F EFS AIV II, L.P.	DE	H&F FLIGHT GP, LLC	C	Control
H&F EFS AIV II, L.P.	DE	EDELMAN FINANCIAL, L.P.	C
H&F EFS AIV II, L.P.	DE	H&F FLIGHT GP, LLC	C	Control
H&F EFS AIV II, L.P.	DE	EDELMAN FINANCIAL, L.P.	C
H&F EFS AIV II, L.P.	DE	H&F FLIGHT GP, LLC	C	Control
H&F EFS AIV II, L.P.	DE	EDELMAN FINANCIAL, L.P.	C
H&F EFS AIV II, L.P.	DE	H&F FLIGHT GP, LLC	C	Control
H&F EFS AIV II, L.P.	DE	EDELMAN FINANCIAL, L.P.	C
H&F EFS AIV II, L.P.	DE	H&F FLIGHT GP, LLC	C	Control
H&F EFS AIV II, L.P.	DE	EDELMAN FINANCIAL, L.P.	C
H&F EFS AIV II, L.P.	DE	H&F FLIGHT GP, LLC	C	Control
PINNACLE SUMMER INVESTMENTS, LLC	DE	THE EDELMAN FINANCIAL CENTER LLC	C	Control
PINNACLE SUMMER INVESTMENTS, LLC	DE	THE EDELMAN FINANCIAL CENTER 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
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	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
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

Registrations

Federal

Aug 18, 2018 REGISTERED

Notice Filings (52)

AK AL AR AZ CA CO CT DC DE FL GA HI IA ID IL IN KS KY LA MA MD ME MI MN MO MS MT NC ND NE NH NJ NM NV NY OH OK OR PA PR RI SC SD TN TX UT VA VI VT WA WI WV

Address

4000 LEGATO ROAD
9TH FLOOR
FAIRFAX, VA 22033-2892
United States

Phone: 703-818-0800