SORRENTO PACIFIC FINANCIAL, LLC
CRD #127787 SEC #801-70354 SAN DIEGO, CA 800-686-4724
SEC Registered Broker-Dealer Disclosures
Total AUM
$222.3M
Discretionary
$149M
Employees
248
Clients
10
Accounts
924
This firm has regulatory disclosures on file.
View disclosures
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Aug 8, 2025
- Branch Offices
- 24
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BEARD, KEVIN LAWRENCE | I | MANAGER | NA | Control |
| BEARD, KEVIN LAWRENCE | I | MANAGER | NA | Control |
| BEARD, KEVIN LAWRENCE | I | MANAGER | NA | Control |
| BEARD, KEVIN LAWRENCE | I | MANAGER | NA | Control |
| BEARD, KEVIN LAWRENCE | I | MANAGER | NA | Control |
| BEARD, KEVIN LAWRENCE | I | MANAGER | NA | Control |
| BEARD, KEVIN LAWRENCE | I | MANAGER | NA | Control |
| BEARD, KEVIN LAWRENCE | I | MANAGER | NA | Control |
| BEARD, KEVIN LAWRENCE | I | MANAGER | NA | Control |
| BEARD, KEVIN LAWRENCE | I | MANAGER | NA | Control |
| BEARD, KEVIN LAWRENCE | I | MANAGER | NA | Control |
| BEARD, KEVIN LAWRENCE | I | MANAGER | NA | Control |
| BEARD, KEVIN LAWRENCE | I | MANAGER | NA | Control |
| BEARD, KEVIN LAWRENCE | I | MANAGER | NA | Control |
| BEARD, KEVIN LAWRENCE | I | MANAGER | NA | Control |
| BEARD, KEVIN LAWRENCE | I | MANAGER | NA | Control |
| BEARD, KEVIN LAWRENCE | I | MANAGER | NA | Control |
| BEATTIE, AMELIA HARDWICK | I | COO | NA | Control |
| BEATTIE, AMELIA HARDWICK | I | COO | NA | Control |
| BEATTIE, AMELIA HARDWICK | I | COO | NA | Control |
| BEATTIE, AMELIA HARDWICK | I | COO | NA | Control |
| BEATTIE, AMELIA HARDWICK | I | COO | NA | Control |
| BEATTIE, AMELIA HARDWICK | I | COO | NA | Control |
| BEATTIE, AMELIA HARDWICK | I | COO | NA | Control |
| BEATTIE, AMELIA HARDWICK | I | COO | NA | Control |
| BEATTIE, AMELIA HARDWICK | I | COO | NA | Control |
| BEATTIE, AMELIA HARDWICK | I | COO | NA | Control |
| BEATTIE, AMELIA HARDWICK | I | COO | NA | Control |
| BEATTIE, AMELIA HARDWICK | I | COO | NA | Control |
| BEATTIE, AMELIA HARDWICK | I | COO | NA | Control |
| BEATTIE, AMELIA HARDWICK | I | COO | NA | Control |
| BEATTIE, AMELIA HARDWICK | I | COO | NA | Control |
| BEATTIE, AMELIA HARDWICK | I | COO | NA | Control |
| BEATTIE, AMELIA HARDWICK | I | COO | NA | Control |
| BEATTIE, AMELIA HARDWICK | I | COO | NA | Control |
| BEATTIE, AMELIA HARDWICK | I | COO | NA | Control |
| BEATTIE, AMELIA HARDWICK | I | COO | NA | Control |
| BEATTIE, AMELIA HARDWICK | I | COO | NA | Control |
| BEATTIE, AMELIA HARDWICK | I | COO | NA | Control |
| BEATTIE, AMELIA HARDWICK | I | COO | NA | Control |
| BEATTIE, AMELIA HARDWICK | I | COO | NA | Control |
| BEATTIE, AMELIA HARDWICK | I | COO | NA | Control |
| BEATTIE, AMELIA HARDWICK | I | COO | NA | Control |
| BEATTIE, AMELIA HARDWICK | I | COO | NA | Control |
| BEATTIE, AMELIA HARDWICK | I | COO | NA | Control |
| BEATTIE, AMELIA HARDWICK | I | COO | NA | Control |
| BEATTIE, AMELIA HARDWICK | I | COO | NA | Control |
| BEATTIE, AMELIA HARDWICK | I | COO | NA | Control |
| BEATTIE, AMELIA HARDWICK | I | COO | NA | Control |
| BEATTIE, AMELIA HARDWICK | I | COO | NA | Control |
| BEATTIE, AMELIA HARDWICK | I | COO | NA | Control |
| BEATTIE, AMELIA HARDWICK | I | COO | NA | Control |
| BEATTIE, AMELIA HARDWICK | I | COO | NA | Control |
| BEATTIE, AMELIA HARDWICK | I | COO | NA | Control |
| BEATTIE, AMELIA HARDWICK | I | COO | NA | Control |
| BEATTIE, AMELIA HARDWICK | I | COO | NA | Control |
| BEATTIE, AMELIA HARDWICK | I | COO | NA | Control |
| BEATTIE, AMELIA HARDWICK | I | COO | NA | Control |
| BEATTIE, AMELIA HARDWICK | I | COO | NA | Control |
| BEATTIE, AMELIA HARDWICK | I | COO | NA | Control |
| BEATTIE, AMELIA HARDWICK | I | COO | NA | Control |
| BEATTIE, AMELIA HARDWICK | I | COO | NA | Control |
| BEATTIE, AMELIA HARDWICK | I | COO | NA | Control |
| BEATTIE, AMELIA HARDWICK | I | COO | NA | Control |
| BEATTIE, AMELIA HARDWICK | I | COO | NA | Control |
| BEATTIE, AMELIA HARDWICK | I | COO | NA | Control |
| BEATTIE, AMELIA HARDWICK | I | COO | NA | Control |
| BEATTIE, AMELIA HARDWICK | I | COO | NA | Control |
| BEATTIE, AMELIA HARDWICK | I | COO | NA | Control |
| BEATTIE, AMELIA HARDWICK | I | COO | NA | Control |
| BEATTIE, AMELIA HARDWICK | I | COO | NA | Control |
| BEATTIE, AMELIA HARDWICK | I | COO | NA | Control |
| BEATTIE, AMELIA HARDWICK | I | COO | NA | Control |
| BEATTIE, AMELIA HARDWICK | I | COO | NA | Control |
| BEATTIE, AMELIA HARDWICK | I | COO | NA | Control |
| BERG, LIZBETH DAWN | I | ROSFP | NA | |
| BERG, LIZBETH DAWN | I | ROSFP | NA | |
| BERG, LIZBETH DAWN | I | ROSFP | NA | |
| BERG, LIZBETH DAWN | I | ROSFP | NA | |
| BERG, LIZBETH DAWN | I | ROSFP | NA | |
| BERG, LIZBETH DAWN | I | ROSFP | NA | |
| BERG, LIZBETH DAWN | I | ROSFP | NA | |
| BERG, LIZBETH DAWN | I | ROSFP | NA | |
| BERG, LIZBETH DAWN | I | ROSFP | NA | |
| BERG, LIZBETH DAWN | I | ROSFP | NA | |
| BERG, LIZBETH DAWN | I | ROSFP | NA | |
| BERG, LIZBETH DAWN | I | ROSFP | NA | |
| BERG, LIZBETH DAWN | I | ROSFP | NA | |
| BERG, LIZBETH DAWN | I | ROSFP | NA | |
| CANEDY, ERIK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CANEDY, ERIK JASON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CANEDY, ERIK JASON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CANEDY, ERIK JASON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CANEDY, ERIK JASON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CANEDY, ERIK JASON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DAHL, RICHARD STEWART | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DAHL, RICHARD STEWART | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DAHL, RICHARD STEWART | I | CHIEF COMPLIANCE OFFICER; ROSFP | NA | Control |
| DAHL, RICHARD STEWART | I | CHIEF COMPLIANCE OFFICER; ROSFP | NA | Control |
| DAHL, RICHARD STEWART | I | CHIEF COMPLIANCE OFFICER; ROSFP | NA | Control |
| DAHL, RICHARD STEWART | I | CHIEF COMPLIANCE OFFICER; ROSFP | NA | Control |
| DAHL, RICHARD STEWART | I | CHIEF COMPLIANCE OFFICER; ROSFP | NA | Control |
| DAHL, RICHARD STEWART | I | CHIEF COMPLIANCE OFFICER; ROSFP | NA | Control |
| DAHL, RICHARD STEWART | I | CHIEF COMPLIANCE OFFICER; ROSFP | NA | Control |
| DAHL, RICHARD STEWART | I | CHIEF COMPLIANCE OFFICER; ROSFP | NA | Control |
| DAHL, RICHARD STEWART | I | CHIEF COMPLIANCE OFFICER; ROSFP | NA | Control |
| DAHL, RICHARD STEWART | I | CHIEF COMPLIANCE OFFICER; ROSFP | NA | Control |
| DAHL, RICHARD STEWART | I | CHIEF COMPLIANCE OFFICER; ROSFP | NA | Control |
| DAHL, RICHARD STEWART | I | CHIEF COMPLIANCE OFFICER; ROSFP | NA | Control |
| DAHL, RICHARD STEWART | I | CHIEF COMPLIANCE OFFICER; ROSFP | NA | Control |
| DAHL, RICHARD STEWART | I | CHIEF COMPLIANCE OFFICER; ROSFP | NA | Control |
| DAHL, RICHARD STEWART | I | CHIEF COMPLIANCE OFFICER; ROSFP | NA | Control |
| DAHL, RICHARD STEWART | I | CHIEF COMPLIANCE OFFICER; ROSFP | NA | Control |
| DAHL, RICHARD STEWART | I | CHIEF COMPLIANCE OFFICER; ROSFP | NA | Control |
| DAHL, RICHARD STEWART | I | CHIEF COMPLIANCE OFFICER; ROSFP | NA | Control |
| DAHL, RICHARD STEWART | I | CHIEF COMPLIANCE OFFICER; ROSFP | NA | Control |
| DAHL, RICHARD STEWART | I | CHIEF COMPLIANCE OFFICER; ROSFP | NA | Control |
| DAHL, RICHARD STEWART | I | CHIEF COMPLIANCE OFFICER; ROSFP | NA | Control |
| DAHL, RICHARD STEWART | I | CHIEF COMPLIANCE OFFICER; ROSFP | NA | Control |
| DAHL, RICHARD STEWART | I | CHIEF COMPLIANCE OFFICER; ROSFP | NA | Control |
| DAHL, RICHARD STEWART | I | CHIEF COMPLIANCE OFFICER; ROSFP | NA | Control |
| DAHL, RICHARD STEWART | I | CHIEF COMPLIANCE OFFICER; ROSFP | NA | Control |
| DAHL, RICHARD STEWART | I | CHIEF COMPLIANCE OFFICER; ROSFP | NA | Control |
| DAHL, RICHARD STEWART | I | CHIEF COMPLIANCE OFFICER; ROSFP | NA | Control |
| DAHL, RICHARD STEWART | I | CHIEF COMPLIANCE OFFICER; ROSFP | NA | Control |
| DAHL, RICHARD STEWART | I | CHIEF COMPLIANCE OFFICER; ROSFP | NA | Control |
| DAHL, RICHARD STEWART | I | CHIEF COMPLIANCE OFFICER; ROSFP | NA | Control |
| DAHL, RICHARD STEWART | I | CHIEF COMPLIANCE OFFICER; ROSFP | NA | Control |
| DAHL, RICHARD STEWART | I | CHIEF COMPLIANCE OFFICER; ROSFP | NA | Control |
| DAHL, RICHARD STEWART | I | CHIEF COMPLIANCE OFFICER; ROSFP | NA | Control |
| DAHL, RICHARD STEWART | I | CHIEF COMPLIANCE OFFICER; ROSFP | NA | Control |
| DAHL, RICHARD STEWART | I | CHIEF COMPLIANCE OFFICER; ROSFP | NA | Control |
| DAHL, RICHARD STEWART | I | CHIEF COMPLIANCE OFFICER; ROSFP | NA | Control |
| DAHL, RICHARD STEWART | I | CHIEF COMPLIANCE OFFICER; ROSFP | NA | Control |
| DAHL, RICHARD STEWART | I | CHIEF COMPLIANCE OFFICER; ROSFP | NA | Control |
| DAHL, RICHARD STEWART | I | CHIEF COMPLIANCE OFFICER; ROSFP | NA | Control |
| DAHL, RICHARD STEWART | I | CHIEF COMPLIANCE OFFICER; ROSFP | NA | Control |
| DAHL, RICHARD STEWART | I | CHIEF COMPLIANCE OFFICER; ROSFP | NA | Control |
| DAHL, RICHARD STEWART | I | CHIEF COMPLIANCE OFFICER; ROSFP | NA | Control |
| DAHL, RICHARD STEWART | I | CHIEF COMPLIANCE OFFICER; ROSFP | NA | Control |
| DAHL, RICHARD STEWART | I | CHIEF COMPLIANCE OFFICER; ROSFP | NA | Control |
| DAHL, RICHARD STEWART | I | CHIEF COMPLIANCE OFFICER; ROSFP | NA | Control |
| DAHL, RICHARD STEWART | I | CHIEF COMPLIANCE OFFICER; ROSFP | NA | Control |
| DAHL, RICHARD STEWART | I | CHIEF COMPLIANCE OFFICER; ROSFP | NA | Control |
| DAHL, RICHARD STEWART | I | CHIEF COMPLIANCE OFFICER; ROSFP | NA | Control |
| DAHL, RICHARD STEWART | I | CHIEF COMPLIANCE OFFICER; ROSFP | NA | Control |
| DAHL, RICHARD STEWART | I | CHIEF COMPLIANCE OFFICER; ROSFP | NA | Control |
| DAHL, RICHARD STEWART | I | CHIEF COMPLIANCE OFFICER; ROSFP | NA | Control |
| DAHL, RICHARD STEWART | I | CHIEF COMPLIANCE OFFICER; ROSFP | NA | Control |
| DAHL, RICHARD STEWART | I | CHIEF COMPLIANCE OFFICER; ROSFP | NA | Control |
| DAHL, RICHARD STEWART | I | CHIEF COMPLIANCE OFFICER; ROSFP | NA | Control |
| DAHL, RICHARD STEWART | I | CHIEF COMPLIANCE OFFICER; ROSFP | NA | Control |
| DAHL, RICHARD STEWART | I | CHIEF COMPLIANCE OFFICER; ROSFP | NA | Control |
| DAHL, RICHARD STEWART | I | CHIEF COMPLIANCE OFFICER; ROSFP | NA | Control |
| DAHL, RICHARD STEWART | I | CHIEF COMPLIANCE OFFICER; ROSFP | NA | Control |
| DAHL, RICHARD STEWART | I | CHIEF COMPLIANCE OFFICER; ROSFP | NA | Control |
| DAHL, RICHARD STEWART | I | CHIEF COMPLIANCE OFFICER; ROSFP | NA | Control |
| DAHL, RICHARD STEWART | I | CHIEF COMPLIANCE OFFICER; ROSFP | NA | Control |
| DAHL, RICHARD STEWART | I | CHIEF COMPLIANCE OFFICER; ROSFP | NA | Control |
| DAHL, RICHARD STEWART | I | CHIEF COMPLIANCE OFFICER; ROSFP | NA | Control |
| DAHL, RICHARD STEWART | I | CHIEF COMPLIANCE OFFICER; ROSFP | NA | Control |
| DAHL, RICHARD STEWART | I | CHIEF COMPLIANCE OFFICER; ROSFP | NA | Control |
| DAHL, RICHARD STEWART | I | CHIEF COMPLIANCE OFFICER; ROSFP | NA | Control |
| DAHL, RICHARD STEWART | I | CHIEF COMPLIANCE OFFICER; ROSFP | NA | Control |
| DILLOWAY, KEITH EDWARD | I | ROSFP | NA | |
| DILLOWAY, KEITH EDWARD | I | ROSFP | NA | |
| DILLOWAY, KEITH EDWARD | I | ROSFP | NA | |
| DILLOWAY, KEITH EDWARD | I | ROSFP | NA | |
| DILLOWAY, KEITH EDWARD | I | ROSFP | NA | |
| DILLOWAY, KEITH EDWARD | I | ROSFP | NA | |
| DILLOWAY, KEITH EDWARD | I | ROSFP | NA | |
| DILLOWAY, KEITH EDWARD | I | ROSFP | NA | |
| DILLOWAY, KEITH EDWARD | I | ROSFP | NA | |
| DILLOWAY, KEITH EDWARD | I | ROSFP | NA | |
| DILLOWAY, KEITH EDWARD | I | ROSFP | NA | |
| DILLOWAY, KEITH EDWARD | I | ROSFP | NA | |
| DILLOWAY, KEITH EDWARD | I | ROSFP | NA | |
| DILLOWAY, KEITH EDWARD | I | ROSFP | NA | |
| DILLOWAY, KEITH EDWARD | I | ROSFP | NA | |
| DILLOWAY, KEITH EDWARD | I | ROSFP | NA | |
| DILLOWAY, KEITH EDWARD | I | ROSFP | NA | |
| DILLOWAY, KEITH EDWARD | I | ROSFP | NA | |
| DILLOWAY, KEITH EDWARD | I | ROSFP | NA | |
| DILLOWAY, KEITH EDWARD | I | ROSFP | NA | |
| DILLOWAY, KEITH EDWARD | I | ROSFP | NA | |
| DILLOWAY, KEITH EDWARD | I | ROSFP | NA | |
| HAWLEY, AMANDA CANDELMO | I | CORPORATE SECRETARY | NA | Control |
| HORWITH, THEODORE ROBERT | I | CHIEF FINANCIAL OFFICER, FINOP | NA | |
| HORWITH, THEODORE ROBERT | I | CHIEF FINANCIAL OFFICER, FINOP | NA | |
| HORWITH, THEODORE ROBERT | I | CHIEF FINANCIAL OFFICER, FINOP | NA | |
| HORWITH, THEODORE ROBERT | I | CHIEF FINANCIAL OFFICER, FINOP | NA | |
| HORWITH, THEODORE ROBERT | I | CHIEF FINANCIAL OFFICER, FINOP | NA | |
| HORWITH, THEODORE ROBERT | I | CHIEF FINANCIAL OFFICER, FINOP | NA | |
| HORWITH, THEODORE ROBERT | I | CHIEF FINANCIAL OFFICER, FINOP | NA | |
| HORWITH, THEODORE ROBERT | I | CHIEF FINANCIAL OFFICER, FINOP | NA | |
| HORWITH, THEODORE ROBERT | I | CHIEF FINANCIAL OFFICER, FINOP | NA | |
| HORWITH, THEODORE ROBERT | I | CHIEF FINANCIAL OFFICER, FINOP | NA | |
| HORWITH, THEODORE ROBERT | I | CHIEF FINANCIAL OFFICER, FINOP | NA | |
| HORWITH, THEODORE ROBERT | I | CHIEF FINANCIAL OFFICER, FINOP | NA | |
| HORWITH, THEODORE ROBERT | I | CHIEF FINANCIAL OFFICER, FINOP | NA | |
| HORWITH, THEODORE ROBERT | I | CHIEF FINANCIAL OFFICER, FINOP | NA | |
| HORWITH, THEODORE ROBERT | I | CHIEF FINANCIAL OFFICER, FINOP | NA | |
| HORWITH, THEODORE ROBERT | I | CHIEF FINANCIAL OFFICER, FINOP | NA | |
| HORWITH, THEODORE ROBERT | I | CHIEF FINANCIAL OFFICER, FINOP | NA | |
| HORWITH, THEODORE ROBERT | I | CHIEF FINANCIAL OFFICER, FINOP | NA | |
| HORWITH, THEODORE ROBERT | I | CHIEF FINANCIAL OFFICER, FINOP | NA | |
| HORWITH, THEODORE ROBERT | I | CHIEF FINANCIAL OFFICER, FINOP | NA | |
| HORWITH, THEODORE ROBERT | I | CHIEF FINANCIAL OFFICER, FINOP | NA | |
| HORWITH, THEODORE ROBERT | I | CHIEF FINANCIAL OFFICER, FINOP | NA | |
| HORWITH, THEODORE ROBERT | I | CHIEF FINANCIAL OFFICER, FINOP | NA | |
| HORWITH, THEODORE ROBERT | I | CHIEF FINANCIAL OFFICER, FINOP | NA | |
| JALLANS, LESLIE BERNARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JALLANS, LESLIE BERNARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JALLANS, LESLIE BERNARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KETTERER, DOUGLAS JOHN | I | MANAGER | NA | Control |
| KETTERER, DOUGLAS JOHN | I | MANAGER | NA | Control |
| KETTERER, DOUGLAS JOHN | I | MANAGER | NA | Control |
| KETTERER, DOUGLAS JOHN | I | MANAGER | NA | Control |
| KETTERER, DOUGLAS JOHN | I | MANAGER | NA | Control |
| KETTERER, DOUGLAS JOHN | I | MANAGER | NA | Control |
| KETTERER, DOUGLAS JOHN | I | MANAGER | NA | Control |
| KETTERER, DOUGLAS JOHN | I | MANAGER | NA | Control |
| KETTERER, DOUGLAS JOHN | I | MANAGER | NA | Control |
| KETTERER, DOUGLAS JOHN | I | MANAGER | NA | Control |
| KETTERER, DOUGLAS JOHN | I | MANAGER | NA | Control |
| KETTERER, DOUGLAS JOHN | I | MANAGER | NA | Control |
| KETTERER, DOUGLAS JOHN | I | MANAGER | NA | Control |
| KILROY, DANIEL JOSEPH | I | FINOP | NA | |
| KILROY, DANIEL JOSEPH | I | FINOP | NA | |
| KILROY, DANIEL JOSEPH | I | FINOP | NA | |
| KILROY, DANIEL JOSEPH | I | FINOP | NA | |
| KILROY, DANIEL JOSEPH | I | FINOP | NA | |
| KILROY, DANIEL JOSEPH | I | FINOP | NA | |
| KILROY, DANIEL JOSEPH | I | FINOP | NA | |
| KILROY, DANIEL JOSEPH | I | FINOP | NA | |
| KILROY, DANIEL JOSEPH | I | FINOP | NA | |
| KILROY, DANIEL JOSEPH | I | FINOP | NA | |
| KILROY, DANIEL JOSEPH | I | FINOP | NA | |
| KILROY, DANIEL JOSEPH | I | FINOP | NA | |
| KILROY, DANIEL JOSEPH | I | FINOP | NA | |
| KILROY, DANIEL JOSEPH | I | FINOP | NA | |
| KILROY, DANIEL JOSEPH | I | FINOP | NA | |
| KILROY, DANIEL JOSEPH | I | FINOP | NA | |
| KILROY, DANIEL JOSEPH | I | FINOP | NA | |
| KILROY, DANIEL JOSEPH | I | FINOP | NA | |
| KILROY, DANIEL JOSEPH | I | FINOP | NA | |
| KILROY, DANIEL JOSEPH | I | FINOP | NA | |
| KILROY, DANIEL JOSEPH | I | FINOP | NA | |
| KILROY, DANIEL JOSEPH | I | FINOP | NA | |
| KILROY, DANIEL JOSEPH | I | FINOP | NA | |
| KILROY, DANIEL JOSEPH | I | FINOP | NA | |
| KILROY, DANIEL JOSEPH | I | FINOP | NA | |
| KILROY, DANIEL JOSEPH | I | FINOP | NA | |
| KILROY, DANIEL JOSEPH | I | FINOP | NA | |
| KILROY, DANIEL JOSEPH | I | FINOP | NA | |
| KILROY, DANIEL JOSEPH | I | FINOP | NA | |
| KILROY, DANIEL JOSEPH | I | FINOP | NA | |
| KILROY, DANIEL JOSEPH | I | FINOP | NA | |
| KILROY, DANIEL JOSEPH | I | FINOP | NA | |
| KILROY, DANIEL JOSEPH | I | FINOP | NA | |
| KILROY, DANIEL JOSEPH | I | FINOP | NA | |
| KILROY, DANIEL JOSEPH | I | FINOP | NA | |
| KILROY, DANIEL JOSEPH | I | FINOP | NA | |
| KILROY, DANIEL JOSEPH | I | FINOP | NA | |
| KILROY, DANIEL JOSEPH | I | FINOP | NA | |
| KILROY, DANIEL JOSEPH | I | FINOP | NA | |
| KILROY, DANIEL JOSEPH | I | FINOP | NA | |
| KILROY, DANIEL JOSEPH | I | FINOP | NA | |
| KILROY, DANIEL JOSEPH | I | FINOP | NA | |
| KILROY, DANIEL JOSEPH | I | FINOP | NA | |
| KILROY, DANIEL JOSEPH | I | FINOP | NA | |
| KILROY, DANIEL JOSEPH | I | FINOP | NA | |
| KILROY, DANIEL JOSEPH | I | FINOP | NA | |
| KILROY, DANIEL JOSEPH | I | FINOP | NA | |
| KILROY, DANIEL JOSEPH | I | FINOP | NA | |
| KILROY, DANIEL JOSEPH | I | FINOP | NA | |
| KILROY, DANIEL JOSEPH | I | FINOP | NA | |
| KILROY, DANIEL JOSEPH | I | FINOP | NA | |
| KILROY, DANIEL JOSEPH | I | FINOP | NA | |
| KILROY, DANIEL JOSEPH | I | FINOP | NA | |
| KILROY, DANIEL JOSEPH | I | FINOP | NA | |
| KILROY, DANIEL JOSEPH | I | FINOP | NA | |
| KILROY, DANIEL JOSEPH | I | FINOP | NA | |
| KILROY, DANIEL JOSEPH | I | FINOP | NA | |
| KILROY, DANIEL JOSEPH | I | FINOP | NA | |
| KILROY, DANIEL JOSEPH | I | FINOP | NA | |
| KILROY, DANIEL JOSEPH | I | FINOP | NA | |
| KILROY, DANIEL JOSEPH | I | FINOP | NA | |
| LEGACY, ELIZABETH ANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LEGACY, ELIZABETH ANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LEGACY, ELIZABETH ANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LEGACY, ELIZABETH ANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MUMMAU, KEVIN SCOTT | I | PRESIDENT | NA | Control |
| MUMMAU, KEVIN SCOTT | I | PRESIDENT | NA | Control |
| MUMMAU, KEVIN SCOTT | I | PRESIDENT | NA | Control |
| MUMMAU, KEVIN SCOTT | I | PRESIDENT | NA | Control |
| MUMMAU, KEVIN SCOTT | I | PRESIDENT | NA | Control |
| MUMMAU, KEVIN SCOTT | I | PRESIDENT | NA | Control |
| MUMMAU, KEVIN SCOTT | I | PRESIDENT | NA | Control |
| MUMMAU, KEVIN SCOTT | I | PRESIDENT | NA | Control |
| MUMMAU, KEVIN SCOTT | I | PRESIDENT | NA | Control |
| MUMMAU, KEVIN SCOTT | I | PRESIDENT | NA | Control |
| MUMMAU, KEVIN SCOTT | I | PRESIDENT | NA | Control |
| MUMMAU, KEVIN SCOTT | I | PRESIDENT | NA | Control |
| SEYFERT, VALORIE ANNE | I | PRESIDENT, CLO, CFO, CEO | NA | Control |
| SEYFERT, VALORIE ANNE | I | PRESIDENT, CLO, CFO, CEO | NA | Control |
| SEYFERT, VALORIE ANNE | I | PRESIDENT, CLO, CFO, CEO | NA | Control |
| SEYFERT, VALORIE ANNE | I | PRESIDENT, CLO, CFO, CEO | NA | Control |
| SEYFERT, VALORIE ANNE | I | PRESIDENT, CLO, CFO, CEO | NA | Control |
| SEYFERT, VALORIE ANNE | I | PRESIDENT, CLO, CFO, CEO | NA | Control |
| SEYFERT, VALORIE ANNE | I | PRESIDENT, CLO, CFO, CEO | NA | Control |
| SEYFERT, VALORIE ANNE | I | PRESIDENT, CLO, CFO, CEO | NA | Control |
| SEYFERT, VALORIE ANNE | I | PRESIDENT, CLO, CFO, CEO | NA | Control |
| SEYFERT, VALORIE ANNE | I | PRESIDENT, CLO, CFO, CEO | NA | Control |
| SEYFERT, VALORIE ANNE | I | PRESIDENT, CLO, CFO, CEO | NA | Control |
| SEYFERT, VALORIE ANNE | I | PRESIDENT, CLO, CFO, CEO | NA | Control |
| SEYFERT, VALORIE ANNE | I | PRESIDENT, CLO, CFO, CEO | NA | Control |
| SEYFERT, VALORIE ANNE | I | PRESIDENT, CLO, CFO, CEO | NA | Control |
| SEYFERT, VALORIE ANNE | I | PRESIDENT, CLO, CFO, CEO | NA | Control |
| SEYFERT, VALORIE ANNE | I | PRESIDENT, CLO, CFO, CEO | NA | Control |
| SEYFERT, VALORIE ANNE | I | PRESIDENT, CLO, CFO, CEO | NA | Control |
| SEYFERT, VALORIE ANNE | I | PRESIDENT, CLO, CFO, CEO | NA | Control |
| SEYFERT, VALORIE ANNE | I | PRESIDENT, CLO, CFO, CEO | NA | Control |
| SEYFERT, VALORIE ANNE | I | PRESIDENT, CLO, CFO, CEO | NA | Control |
| SEYFERT, VALORIE ANNE | I | PRESIDENT, CLO, CFO, CEO | NA | Control |
| SEYFERT, VALORIE ANNE | I | PRESIDENT, CLO, CFO, CEO | NA | Control |
| SEYFERT, VALORIE ANNE | I | PRESIDENT, CLO, CFO, CEO | NA | Control |
| SEYFERT, VALORIE ANNE | I | PRESIDENT, CLO, CFO, CEO | NA | Control |
| SEYFERT, VALORIE ANNE | I | PRESIDENT, CLO, CFO, CEO | NA | Control |
| SEYFERT, VALORIE ANNE | I | PRESIDENT, CLO, CFO, CEO | NA | Control |
| SEYFERT, VALORIE ANNE | I | PRESIDENT, CLO, CFO, CEO | NA | Control |
| SEYFERT, VALORIE ANNE | I | PRESIDENT, CLO, CFO, CEO | NA | Control |
| SEYFERT, VALORIE ANNE | I | PRESIDENT, CLO, CFO, CEO | NA | Control |
| SEYFERT, VALORIE ANNE | I | PRESIDENT, CLO, CFO, CEO | NA | Control |
| SEYFERT, VALORIE ANNE | I | PRESIDENT, CLO, CFO, CEO | NA | Control |
| SEYFERT, VALORIE ANNE | I | PRESIDENT, CLO, CFO, CEO | NA | Control |
| SEYFERT, VALORIE ANNE | I | PRESIDENT, CLO, CFO, CEO | NA | Control |
| SEYFERT, VALORIE ANNE | I | PRESIDENT, CLO, CFO, CEO | NA | Control |
| SEYFERT, VALORIE ANNE | I | PRESIDENT, CLO, CFO, CEO | NA | Control |
| SEYFERT, VALORIE ANNE | I | PRESIDENT, CLO, CFO, CEO | NA | Control |
| SEYFERT, VALORIE ANNE | I | PRESIDENT, CLO, CFO, CEO | NA | Control |
| SEYFERT, VALORIE ANNE | I | PRESIDENT, CLO, CFO, CEO | NA | Control |
| SEYFERT, VALORIE ANNE | I | PRESIDENT, CLO, CFO, CEO | NA | Control |
| SEYFERT, VALORIE ANNE | I | PRESIDENT, CLO, CFO, CEO | NA | Control |
| SEYFERT, VALORIE ANNE | I | PRESIDENT, CLO, CFO, CEO | NA | Control |
| SEYFERT, VALORIE ANNE | I | PRESIDENT, CLO, CFO, CEO | NA | Control |
| SEYFERT, VALORIE ANNE | I | PRESIDENT, CLO, CFO, CEO | NA | Control |
| SEYFERT, VALORIE ANNE | I | PRESIDENT, CLO, CFO, CEO | NA | Control |
| SEYFERT, VALORIE ANNE | I | PRESIDENT, CLO, CFO, CEO | NA | Control |
| SEYFERT, VALORIE ANNE | I | PRESIDENT, CLO, CFO, CEO | NA | Control |
| SEYFERT, VALORIE ANNE | I | PRESIDENT, CLO, CFO, CEO | NA | Control |
| SEYFERT, VALORIE ANNE | I | PRESIDENT, CLO, CFO, CEO | NA | Control |
| SEYFERT, VALORIE ANNE | I | PRESIDENT, CLO, CFO, CEO | NA | Control |
| SEYFERT, VALORIE ANNE | I | PRESIDENT, CLO, CFO, CEO | NA | Control |
| SEYFERT, VALORIE ANNE | I | PRESIDENT, CLO, CFO, CEO | NA | Control |
| SEYFERT, VALORIE ANNE | I | PRESIDENT, CLO, CFO, CEO | NA | Control |
| SEYFERT, VALORIE ANNE | I | PRESIDENT, CLO, CFO, CEO | NA | Control |
| SEYFERT, VALORIE ANNE | I | PRESIDENT, CLO, CFO, CEO | NA | Control |
| SEYFERT, VALORIE ANNE | I | PRESIDENT, CLO, CFO, CEO | NA | Control |
| SEYFERT, VALORIE ANNE | I | PRESIDENT, CLO, CFO, CEO | NA | Control |
| SEYFERT, VALORIE ANNE | I | PRESIDENT, CLO, CFO, CEO | NA | Control |
| SEYFERT, VALORIE ANNE | I | PRESIDENT, CLO, CFO, CEO | NA | Control |
| SEYFERT, VALORIE ANNE | I | PRESIDENT, CLO, CFO, CEO | NA | Control |
| SEYFERT, VALORIE ANNE | I | PRESIDENT, CLO, CFO, CEO | NA | Control |
| SEYFERT, VALORIE ANNE | I | PRESIDENT, CLO, CFO, CEO | NA | Control |
| SEYFERT, VALORIE ANNE | I | PRESIDENT, CLO, CFO, CEO | NA | Control |
| SEYFERT, VALORIE ANNE | I | PRESIDENT, CLO, CFO, CEO | NA | Control |
| SEYFERT, VALORIE ANNE | I | PRESIDENT, CLO, CFO, CEO | NA | Control |
| SEYFERT, VALORIE ANNE | I | PRESIDENT, CLO, CFO, CEO | NA | Control |
| SEYFERT, VALORIE ANNE | I | PRESIDENT, CLO, CFO, CEO | NA | Control |
| SEYFERT, VALORIE ANNE | I | PRESIDENT, CLO, CFO, CEO | NA | Control |
| SEYFERT, VALORIE ANNE | I | PRESIDENT, CLO, CFO, CEO | NA | Control |
| SEYFERT, VALORIE ANNE | I | PRESIDENT, CLO, CFO, CEO | NA | Control |
| SEYFERT, VALORIE ANNE | I | PRESIDENT, CLO, CFO, CEO | NA | Control |
| SEYFERT, VALORIE ANNE | I | PRESIDENT, CLO, CFO, CEO | NA | Control |
| SEYFERT, VALORIE ANNE | I | PRESIDENT, CLO, CFO, CEO | NA | Control |
| SEYFERT, VALORIE ANNE | I | PRESIDENT | NA | Control |
| SEYFERT, VALORIE ANNE | I | MANAGER | NA | Control |
| SEYFERT, VALORIE ANNE | I | PRESIDENT | NA | Control |
| SEYFERT, VALORIE ANNE | I | MANAGER | NA | Control |
| SEYFERT, VALORIE ANNE | I | PRESIDENT, CLO, CFO, CEO | NA | Control |
| SEYFERT, VALORIE ANNE | I | PRESIDENT | NA | Control |
| SEYFERT, VALORIE ANNE | I | MANAGER | NA | Control |
| SEYFERT, VALORIE ANNE | I | PRESIDENT | NA | Control |
| SEYFERT, VALORIE ANNE | I | MANAGER | NA | Control |
| SIMONSON, MARY KATHRYN | I | CHIEF FINANCIAL OFFICER | NA | |
| SIMONSON, MARY KATHRYN | I | CHIEF FINANCIAL OFFICER | NA | |
| SIMONSON, MARY KATHRYN | I | CHIEF FINANCIAL OFFICER | NA | |
| SIMONSON, MARY KATHRYN | I | CHIEF COMPLIANCE OFFICER | NA | |
| SIMONSON, MARY KATHRYN | I | CHIEF COMPLIANCE OFFICER | NA | |
| SIMONSON, MARY KATHRYN | I | CHIEF COMPLIANCE OFFICER | NA | |
| SIMONSON, MARY KATHRYN | I | CHIEF COMPLIANCE OFFICER | NA | |
| SIMONSON, MARY KATHRYN | I | CHIEF COMPLIANCE OFFICER | NA | |
| TAYLOR, DONALD | I | CHIEF FINANCIAL OFFICER, FINOP | NA | |
| TAYLOR, DONALD | I | CHIEF FINANCIAL OFFICER, FINOP | NA | |
| TRANG, RICHARD | I | ROSFP | NA | |
| TRANG, RICHARD | I | ROSFP | NA | |
| TRANG, RICHARD | I | ROSFP | NA | |
| TRANG, RICHARD | I | ROSFP | NA | |
| TRANG, RICHARD | I | ROSFP | NA | |
| TRANG, RICHARD | I | ROSFP | NA | |
| TRANG, RICHARD | I | ROSFP | NA | |
| TRANG, RICHARD | I | ROSFP | NA | |
| TRANG, RICHARD | I | ROSFP | NA | |
| TRANG, RICHARD | I | ROSFP | NA | |
| TRANG, RICHARD | I | ROSFP | NA | |
| TRANG, RICHARD | I | ROSFP | NA | |
| TRANG, RICHARD | I | ROSFP | NA | |
| TRANG, RICHARD | I | ROSFP | NA | |
| TRANG, RICHARD | I | ROSFP | NA | |
| TRANG, RICHARD | I | ROSFP | NA | |
| TRANG, RICHARD | I | ROSFP | NA | |
| TRANG, RICHARD | I | ROSFP | NA | |
| TRANG, RICHARD | I | ROSFP | NA | |
| TRANG, RICHARD | I | ROSFP | NA | |
| TRANG, RICHARD | I | ROSFP | NA | |
| TRANG, RICHARD | I | ROSFP | NA | |
| TRANG, RICHARD | I | ROSFP | NA | |
| TRANG, RICHARD | I | ROSFP | NA | |
| TRANG, RICHARD | I | ROSFP | NA | |
| TRANG, RICHARD | I | ROSFP | NA | |
| TRANG, RICHARD | I | ROSFP | NA | |
| TRANG, RICHARD | I | ROSFP | NA | |
| TRANG, RICHARD | I | ROSFP | NA | |
| TRANG, RICHARD | I | ROSFP | NA | |
| TRANG, RICHARD | I | ROSFP | NA | |
| TRANG, RICHARD | I | ROSFP | NA | |
| WHITE, LAURA NICOLE | I | ADVISORY CHIEF COMPLIANCE OFFICER | NA | |
| WHITE, LAURA NICOLE | I | ADVISORY CHIEF COMPLIANCE OFFICER | NA | |
| WHITE, LAURA NICOLE | I | ADVISORY CHIEF COMPLIANCE OFFICER | NA | |
| WHITE, LAURA NICOLE | I | ADVISORY CHIEF COMPLIANCE OFFICER | NA | |
| WHITE, LAURA NICOLE | I | ADVISORY CHIEF COMPLIANCE OFFICER | NA | |
| WHITE, LAURA NICOLE | I | ADVISORY CHIEF COMPLIANCE OFFICER | NA | |
| WHITE, LAURA NICOLE | I | ADVISORY CHIEF COMPLIANCE OFFICER | NA | |
| WHITE, LAURA NICOLE | I | ADVISORY CHIEF COMPLIANCE OFFICER | NA | |
| WHITE, LAURA NICOLE | I | ADVISORY CHIEF COMPLIANCE OFFICER | NA | |
| WHITE, LAURA NICOLE | I | ADVISORY CHIEF COMPLIANCE OFFICER | NA | |
| ATRIA WEALTH SOLUTIONS, INC | DE | SOLE OWNER | E | Control |
| ATRIA WEALTH SOLUTIONS, INC | DE | SOLE OWNER | E | Control |
| ATRIA WEALTH SOLUTIONS, INC | DE | SOLE OWNER | E | Control |
| ATRIA WEALTH SOLUTIONS, INC | DE | SOLE OWNER | E | Control |
| ATRIA WEALTH SOLUTIONS, INC | DE | SOLE OWNER | E | Control |
| ATRIA WEALTH SOLUTIONS, INC | DE | SOLE OWNER | E | Control |
| AVTECH, INC. | DE | OWNER | E | Control |
| AVTECH, INC. | DE | OWNER | E | Control |
| AVTECH, INC. | DE | OWNER | E | Control |
| AVTECH, INC. | DE | SOLE MANAGING MEMBER | E | Control |
| AVTECH, INC. | DE | SOLE MANAGING MEMBER | E | Control |
| AVTECH, INC. | DE | OWNER | E | Control |
| AVTECH, INC. | DE | OWNER | E | Control |
| AVTECH, INC. | DE | OWNER | E | Control |
| AVTECH, INC. | DE | OWNER | E | Control |
| AVTECH, INC. | DE | OWNER | E | Control |
| AVTECH, INC. | DE | OWNER | E | Control |
| AVTECH, INC. | DE | SOLE MANAGING MEMBER | E | Control |
| AVTECH, INC. | DE | OWNER | E | Control |
| AVTECH, INC. | DE | SOLE MANAGING MEMBER | E | Control |
| AVTECH, INC. | DE | OWNER | E | Control |
| AVTECH, INC. | DE | OWNER | E | Control |
| AVTECH, INC. | DE | OWNER | E | Control |
| AVTECH, INC. | DE | OWNER | E | Control |
| AVTECH, INC. | DE | OWNER | E | Control |
| AVTECH, INC. | DE | SOLE MANAGING MEMBER | E | Control |
| AVTECH, INC. | DE | OWNER | E | Control |
| AVTECH, INC. | DE | SOLE MANAGING MEMBER | E | Control |
| AVTECH, INC. | DE | SOLE MANAGING MEMBER | E | Control |
| AVTECH, INC. | DE | SOLE MANAGING MEMBER | E | Control |
| AVTECH, INC. | DE | SOLE MANAGING MEMBER | E | Control |
| AVTECH, INC. | DE | SOLE MANAGING MEMBER | E | Control |
| AVTECH, INC. | DE | SOLE MANAGING MEMBER | E | Control |
| AVTECH, INC. | DE | SOLE MANAGING MEMBER | E | Control |
| AVTECH, INC. | DE | SOLE MANAGING MEMBER | E | Control |
| AVTECH, INC. | DE | SOLE MANAGING MEMBER | E | Control |
| AVTECH, INC. | DE | SOLE MANAGING MEMBER | E | Control |
| AVTECH, INC. | DE | SOLE MANAGING MEMBER | E | Control |
| AVTECH, INC. | DE | SOLE MANAGING MEMBER | E | Control |
| AWS 3, INC | DE | SOLE OWNER | E | Control |
| AWS 3, INC | DE | SOLE OWNER | E | Control |
| AWS 3, INC | DE | SOLE OWNER | E | Control |
| AWS 3, INC | DE | SOLE OWNER | E | Control |
| AWS 3, INC | DE | SOLE OWNER | E | Control |
| AWS 3, INC | DE | SOLE OWNER | E | Control |
| AWS 3, INC | DE | SOLE OWNER | E | Control |
| AWS 3, INC | DE | SOLE OWNER | E | Control |
| AWS 3, INC | DE | SOLE OWNER | E | Control |
| AWS 3, INC | DE | SOLE OWNER | E | Control |
| AWS 3, INC | DE | SOLE OWNER | E | Control |
| AWS 3, INC | DE | SOLE OWNER | E | Control |
| AWS 3, INC | DE | SOLE OWNER | E | Control |
| AWS 3, INC | DE | SOLE OWNER | E | Control |
| AWS 3, INC | DE | SOLE OWNER | E | Control |
| AWS 3, INC | DE | SOLE OWNER | E | Control |
| AWS 3, INC | DE | SOLE OWNER | E | Control |
| AWS 3, INC | DE | SOLE OWNER | E | Control |
| AWS 3, INC | DE | SOLE OWNER | E | Control |
| AWS 3, INC | DE | SOLE OWNER | E | Control |
| AWS 3, INC | DE | SOLE OWNER | E | Control |
| AWS 3, INC | DE | SOLE OWNER | E | Control |
| AWS 3, INC | DE | SOLE OWNER | E | Control |
| AWS 3, INC | DE | SOLE OWNER | E | Control |
| AWS 3, INC | DE | SOLE OWNER | E | Control |
| AWS 3, INC | DE | SOLE OWNER | E | Control |
| AWS 3, INC | DE | SOLE OWNER | E | Control |
| AWS 3, INC | DE | SOLE OWNER | E | Control |
| AWS 3, INC | DE | SOLE OWNER | E | Control |
| AWS 3, INC | DE | SOLE OWNER | E | Control |
| AWS 3, INC | DE | SOLE OWNER | E | Control |
| AWS 3, INC | DE | SOLE OWNER | E | Control |
| AWS 3, INC. | DE | MEMBER | E | Control |
| AWS 3, INC. | DE | MEMBER | E | Control |
| AWS 3, INC. | DE | MEMBER | E | Control |
| AWS 3, INC. | DE | MEMBER | E | Control |
| AWS 3, INC. | DE | MEMBER | E | Control |
| AWS 3, INC. | DE | MEMBER | E | Control |
| AWS 3, INC. | DE | MEMBER | E | Control |
| AWS 3, INC. | DE | MEMBER | E | Control |
| AWS 3, INC. | DE | MEMBER | E | Control |
| AWS 3, INC. | DE | MEMBER | E | Control |
| AWS 3, INC. | DE | MEMBER | E | Control |
| AWS 3, INC. | DE | MEMBER | E | Control |
| AWS 3, INC. | DE | MEMBER | E | Control |
| AWS 3, INC. | DE | MEMBER | E | Control |
| AWS 3, INC. | DE | MEMBER | E | Control |
| AWS 3, INC. | DE | MEMBER | E | Control |
| AWS 3, INC. | DE | MEMBER | E | Control |
| AVTECH, INC. | DE | OWNER | D | Control |
| AVTECH, INC. | DE | OWNER | D | Control |
| DAHL, RICHARD STEWART | I | MEMBER LLC | B | |
| DAHL, RICHARD STEWART | I | MEMBER LLC | B | |
| DAHL, RICHARD STEWART | I | MEMBER LLC | B | |
| DAHL, RICHARD STEWART | I | MEMBER LLC | B | |
| DAHL, RICHARD STEWART | I | MEMBER LLC | B | |
| DAHL, RICHARD STEWART | I | MEMBER LLC | B | |
| DAHL, RICHARD STEWART | I | MEMBER LLC | B | |
| DAHL, RICHARD STEWART | I | MEMBER LLC | B | |
| DAHL, RICHARD STEWART | I | MEMBER LLC | B | |
| DAHL, RICHARD STEWART | I | MEMBER LLC | B | |
| DAHL, RICHARD STEWART | I | MEMBER LLC | B | |
| DAHL, RICHARD STEWART | I | MEMBER LLC | B | |
| DAHL, RICHARD STEWART | I | MEMBER LLC | B | |
| DAHL, RICHARD STEWART | I | MEMBER LLC | B | |
| DAHL, RICHARD STEWART | I | MEMBER LLC | B | |
| DAHL, RICHARD STEWART | I | MEMBER LLC | B | |
| PARTNERVEST FINANCIAL GROUP, LLC | DE | OWNER | B | |
| PARTNERVEST FINANCIAL GROUP, LLC | DE | OWNER | B | |
| UNLAND, MARY JO | I | MEMBER LLC | A | |
| UNLAND, MARY JO | I | MEMBER LLC | A | |
| UNLAND, MARY JO | I | MEMBER LLC | A | |
| UNLAND, MARY JO | I | MEMBER LLC | A | |
| UNLAND, MARY JO | I | MEMBER LLC | A | |
| UNLAND, MARY JO | I | MEMBER LLC | A | |
| UNLAND, MARY JO | I | MEMBER LLC | A | |
| UNLAND, MARY JO | I | MEMBER LLC | A | |
| UNLAND, MARY JO | I | MEMBER LLC | A | |
| UNLAND, MARY JO | I | MEMBER LLC | A | |
| UNLAND, MARY JO | I | MEMBER LLC | A | |
| UNLAND, MARY JO | I | MEMBER LLC | A | |
| UNLAND, MARY JO | I | MEMBER LLC | A | |
| UNLAND, MARY JO | I | MEMBER LLC | A | |
| UNLAND, MARY JO | I | MEMBER LLC | A | |
| UNLAND, MARY JO | I | MEMBER LLC | A |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| BBB FAMILY TRUST | DE | TRIPLE BLACK DIAMOND, LLC | F | |
| BBB FAMILY TRUST | DE | TRIPLE BLACK DIAMOND, LLC | F | |
| BBB FAMILY TRUST | DE | TRIPLE BLACK DIAMOND, LLC | F | |
| BBB FAMILY TRUST | DE | TRIPLE BLACK DIAMOND, LLC | F | |
| BBB FAMILY TRUST | DE | TRIPLE BLACK DIAMOND, LLC | F | |
| BBB FAMILY TRUST | DE | TRIPLE BLACK DIAMOND, LLC | F | |
| BBB FAMILY TRUST | DE | TRIPLE BLACK DIAMOND, LLC | F | |
| BBB FAMILY TRUST | DE | TRIPLE BLACK DIAMOND, LLC | F | |
| BBB FAMILY TRUST | DE | TRIPLE BLACK DIAMOND, LLC | F | |
| BBB FAMILY TRUST | DE | TRIPLE BLACK DIAMOND, LLC | F | |
| BBB FAMILY TRUST | DE | TRIPLE BLACK DIAMOND, LLC | F | |
| BBB FAMILY TRUST | DE | TRIPLE BLACK DIAMOND, LLC | F | |
| BBB FAMILY TRUST | DE | TRIPLE BLACK DIAMOND, LLC | F | |
| BBB FAMILY TRUST | DE | TRIPLE BLACK DIAMOND, LLC | F | |
| BBB FAMILY TRUST | DE | TRIPLE BLACK DIAMOND, LLC | F | |
| BBB FAMILY TRUST | DE | TRIPLE BLACK DIAMOND, LLC | F | |
| BBB FAMILY TRUST | DE | TRIPLE BLACK DIAMOND, LLC | F | |
| BBB FAMILY TRUST | DE | TRIPLE BLACK DIAMOND, LLC | F | |
| BBB FAMILY TRUST | DE | TRIPLE BLACK DIAMOND, LLC | F | |
| BBB FAMILY TRUST | DE | TRIPLE BLACK DIAMOND, LLC | F | |
| BBB FAMILY TRUST | DE | TRIPLE BLACK DIAMOND, LLC | F | |
| BBB FAMILY TRUST | DE | TRIPLE BLACK DIAMOND, LLC | F | |
| BBB FAMILY TRUST | DE | TRIPLE BLACK DIAMOND, LLC | F | |
| BBB FAMILY TRUST | DE | TRIPLE BLACK DIAMOND, LLC | F | |
| BBB FAMILY TRUST | DE | TRIPLE BLACK DIAMOND, LLC | F | |
| BBB FAMILY TRUST | DE | TRIPLE BLACK DIAMOND, LLC | F | |
| BBB FAMILY TRUST | DE | TRIPLE BLACK DIAMOND, LLC | F | |
| BBB FAMILY TRUST | DE | TRIPLE BLACK DIAMOND, LLC | F | |
| BBB FAMILY TRUST | DE | TRIPLE BLACK DIAMOND, LLC | F | |
| BBB FAMILY TRUST | DE | TRIPLE BLACK DIAMOND, LLC | F | |
| BBB FAMILY TRUST | DE | TRIPLE BLACK DIAMOND, LLC | F | |
| BBB FAMILY TRUST | DE | TRIPLE BLACK DIAMOND, LLC | F | |
| BBB FAMILY TRUST | DE | TRIPLE BLACK DIAMOND, LLC | F | |
| BBB FAMILY TRUST | DE | TRIPLE BLACK DIAMOND, LLC | F | |
| BBB FAMILY TRUST | DE | TRIPLE BLACK DIAMOND, LLC | F | |
| BBB FAMILY TRUST | DE | TRIPLE BLACK DIAMOND, LLC | F | |
| BBB FAMILY TRUST | DE | TRIPLE BLACK DIAMOND, LLC | F | |
| BBB FAMILY TRUST | DE | TRIPLE BLACK DIAMOND, LLC | F | |
| BEARD, KEVIN LAWRENCE | I | ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | F | Control |
| BEARD, KEVIN LAWRENCE | I | ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | F | Control |
| BEARD, KEVIN LAWRENCE | I | ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | F | Control |
| BEARD, KEVIN LAWRENCE | I | ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | F | Control |
| BEARD, KEVIN LAWRENCE | I | ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | F | Control |
| BEARD, KEVIN LAWRENCE | I | ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | F | Control |
| BEARD, KEVIN LAWRENCE | I | ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | F | Control |
| BEARD, KEVIN LAWRENCE | I | ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | F | Control |
| BEARD, KEVIN LAWRENCE | I | ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | F | Control |
| BEARD, KEVIN LAWRENCE | I | ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | F | Control |
| BEARD, KEVIN LAWRENCE | I | ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | F | Control |
| BEARD, KEVIN LAWRENCE | I | ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | F | Control |
| BEARD, KEVIN LAWRENCE | I | ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | F | Control |
| BEARD, KEVIN LAWRENCE | I | ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | F | Control |
| BEARD, KEVIN LAWRENCE | I | ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | F | Control |
| BEARD, KEVIN LAWRENCE | I | ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | F | Control |
| BEARD, KEVIN LAWRENCE | I | ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | F | Control |
| BEARD, KEVIN LAWRENCE | I | ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | F | Control |
| BEARD, KEVIN LAWRENCE | I | ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | F | Control |
| BEARD, KEVIN LAWRENCE | I | ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | F | Control |
| BEARD, KEVIN LAWRENCE | I | ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | F | Control |
| BEARD, KEVIN LAWRENCE | I | ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | F | Control |
| BEARD, KEVIN LAWRENCE | I | ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | F | Control |
| BEARD, KEVIN LAWRENCE | I | ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | F | Control |
| BEARD, KEVIN LAWRENCE | I | ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | F | Control |
| BEARD, KEVIN LAWRENCE | I | ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | F | Control |
| BEARD, KEVIN LAWRENCE | I | ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | F | Control |
| BEARD, KEVIN LAWRENCE | I | ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | F | Control |
| BEARD, KEVIN LAWRENCE | I | ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | F | Control |
| BEARD, KEVIN LAWRENCE | I | ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | F | Control |
| BEARD, KEVIN LAWRENCE | I | ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | F | Control |
| BEARD, KEVIN LAWRENCE | I | ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | F | Control |
| BEARD, KEVIN LAWRENCE | I | ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | F | Control |
| BEARD, KEVIN LAWRENCE | I | ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | F | Control |
| BEARD, KEVIN LAWRENCE | I | ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | F | Control |
| BEARD, KEVIN LAWRENCE | I | ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | F | Control |
| BEARD, KEVIN LAWRENCE | I | ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | F | Control |
| BEARD, KEVIN LAWRENCE | I | ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | F | Control |
| BEATTIE, AMELIA HARDWICK | I | AVTECH, INC. | F | Control |
| BEATTIE, AMELIA HARDWICK | I | BBB FAMILY TRUST | F | Control |
| BEATTIE, AMELIA HARDWICK | I | AVTECH, INC. | F | Control |
| BEATTIE, AMELIA HARDWICK | I | BBB FAMILY TRUST | F | Control |
| BEATTIE, AMELIA HARDWICK | I | AVTECH, INC. | F | Control |
| BEATTIE, AMELIA HARDWICK | I | BBB FAMILY TRUST | F | Control |
| BEATTIE, AMELIA HARDWICK | I | AVTECH, INC. | F | Control |
| BEATTIE, AMELIA HARDWICK | I | BBB FAMILY TRUST | F | Control |
| BEATTIE, AMELIA HARDWICK | I | AVTECH, INC. | F | Control |
| BEATTIE, AMELIA HARDWICK | I | BBB FAMILY TRUST | F | Control |
| BEATTIE, AMELIA HARDWICK | I | AVTECH, INC. | F | Control |
| BEATTIE, AMELIA HARDWICK | I | BBB FAMILY TRUST | F | Control |
| BEATTIE, AMELIA HARDWICK | I | AVTECH, INC. | F | Control |
| BEATTIE, AMELIA HARDWICK | I | BBB FAMILY TRUST | F | Control |
| BEATTIE, AMELIA HARDWICK | I | AVTECH, INC. | F | Control |
| BEATTIE, AMELIA HARDWICK | I | BBB FAMILY TRUST | F | Control |
| BEATTIE, AMELIA HARDWICK | I | AVTECH, INC. | F | Control |
| BEATTIE, AMELIA HARDWICK | I | BBB FAMILY TRUST | F | Control |
| BEATTIE, AMELIA HARDWICK | I | AVTECH, INC. | F | Control |
| BEATTIE, AMELIA HARDWICK | I | BBB FAMILY TRUST | F | Control |
| BEATTIE, AMELIA HARDWICK | I | AVTECH, INC. | F | Control |
| BEATTIE, AMELIA HARDWICK | I | BBB FAMILY TRUST | F | Control |
| BEATTIE, AMELIA HARDWICK | I | AVTECH, INC. | F | Control |
| BEATTIE, AMELIA HARDWICK | I | BBB FAMILY TRUST | F | Control |
| BEATTIE, AMELIA HARDWICK | I | AVTECH, INC. | F | Control |
| BEATTIE, AMELIA HARDWICK | I | BBB FAMILY TRUST | F | Control |
| BEATTIE, AMELIA HARDWICK | I | AVTECH, INC. | F | Control |
| BEATTIE, AMELIA HARDWICK | I | BBB FAMILY TRUST | F | Control |
| BEATTIE, AMELIA HARDWICK | I | AVTECH, INC. | F | Control |
| BEATTIE, AMELIA HARDWICK | I | BBB FAMILY TRUST | F | Control |
| BEATTIE, AMELIA HARDWICK | I | AVTECH, INC. | F | Control |
| BEATTIE, AMELIA HARDWICK | I | BBB FAMILY TRUST | F | Control |
| BEATTIE, AMELIA HARDWICK | I | AVTECH, INC. | F | Control |
| BEATTIE, AMELIA HARDWICK | I | BBB FAMILY TRUST | F | Control |
| BEATTIE, AMELIA HARDWICK | I | AVTECH, INC. | F | Control |
| BEATTIE, AMELIA HARDWICK | I | BBB FAMILY TRUST | F | Control |
| BEATTIE, AMELIA HARDWICK | I | AVTECH, INC. | F | Control |
| BEATTIE, AMELIA HARDWICK | I | BBB FAMILY TRUST | F | Control |
| BEATTIE, AMELIA HARDWICK | I | AVTECH, INC. | F | Control |
| BEATTIE, AMELIA HARDWICK | I | BBB FAMILY TRUST | F | Control |
| BEATTIE, AMELIA HARDWICK | I | AVTECH, INC. | F | Control |
| BEATTIE, AMELIA HARDWICK | I | BBB FAMILY TRUST | F | Control |
| BEATTIE, AMELIA HARDWICK | I | AVTECH, INC. | F | Control |
| BEATTIE, AMELIA HARDWICK | I | BBB FAMILY TRUST | F | Control |
| BEATTIE, AMELIA HARDWICK | I | AVTECH, INC. | F | Control |
| BEATTIE, AMELIA HARDWICK | I | BBB FAMILY TRUST | F | Control |
| BEATTIE, AMELIA HARDWICK | I | AVTECH, INC. | F | Control |
| BEATTIE, AMELIA HARDWICK | I | BBB FAMILY TRUST | F | Control |
| BEATTIE, AMELIA HARDWICK | I | AVTECH, INC. | F | Control |
| BEATTIE, AMELIA HARDWICK | I | BBB FAMILY TRUST | F | Control |
| BEATTIE, AMELIA HARDWICK | I | AVTECH, INC. | F | Control |
| BEATTIE, AMELIA HARDWICK | I | BBB FAMILY TRUST | F | Control |
| BEATTIE, AMELIA HARDWICK | I | AVTECH, INC. | F | Control |
| BEATTIE, AMELIA HARDWICK | I | BBB FAMILY TRUST | F | Control |
| BEATTIE, AMELIA HARDWICK | I | AVTECH, INC. | F | Control |
| BEATTIE, AMELIA HARDWICK | I | BBB FAMILY TRUST | F | Control |
| BEATTIE, AMELIA HARDWICK | I | AVTECH, INC. | F | Control |
| BEATTIE, AMELIA HARDWICK | I | BBB FAMILY TRUST | F | Control |
| BEATTIE, AMELIA HARDWICK | I | AVTECH, INC. | F | Control |
| BEATTIE, AMELIA HARDWICK | I | BBB FAMILY TRUST | F | Control |
| BEATTIE, AMELIA HARDWICK | I | AVTECH, INC. | F | Control |
| BEATTIE, AMELIA HARDWICK | I | BBB FAMILY TRUST | F | Control |
| BEATTIE, AMELIA HARDWICK | I | AVTECH, INC. | F | Control |
| BEATTIE, AMELIA HARDWICK | I | BBB FAMILY TRUST | F | Control |
| BEATTIE, AMELIA HARDWICK | I | AVTECH, INC. | F | Control |
| BEATTIE, AMELIA HARDWICK | I | BBB FAMILY TRUST | F | Control |
| BEATTIE, AMELIA HARDWICK | I | AVTECH, INC. | F | Control |
| BEATTIE, AMELIA HARDWICK | I | BBB FAMILY TRUST | F | Control |
| BEATTIE, AMELIA HARDWICK | I | AVTECH, INC. | F | Control |
| BEATTIE, AMELIA HARDWICK | I | BBB FAMILY TRUST | F | Control |
| BEATTIE, AMELIA HARDWICK | I | BBB FAMILY TRUST | F | Control |
| BEATTIE, AMELIA HARDWICK | I | BBB FAMILY TRUST | F | Control |
| BEATTIE, AMELIA HARDWICK | I | AVTECH, INC. | F | Control |
| BEATTIE, AMELIA HARDWICK | I | BBB FAMILY TRUST | F | Control |
| BEATTIE, AMELIA HARDWICK | I | BBB FAMILY TRUST | F | Control |
| BEATTIE, AMELIA HARDWICK | I | BBB FAMILY TRUST | F | Control |
| BEATTIE, AMELIA HARDWICK | I | BBB FAMILY TRUST | F | Control |
| BEATTIE, AMELIA HARDWICK | I | BBB FAMILY TRUST | F | Control |
| BEATTIE, AMELIA HARDWICK | I | BBB FAMILY TRUST | F | Control |
| BEATTIE, AMELIA HARDWICK | I | BBB FAMILY TRUST | F | Control |
| BEATTIE, AMELIA HARDWICK | I | BBB FAMILY TRUST | F | Control |
| BEATTIE, AMELIA HARDWICK | I | BBB FAMILY TRUST | F | Control |
| BEATTIE, AMELIA HARDWICK | I | BBB FAMILY TRUST | F | Control |
| BEATTIE, AMELIA HARDWICK | I | BBB FAMILY TRUST | F | Control |
| BEATTIE, AMELIA HARDWICK | I | BBB FAMILY TRUST | F | Control |
| BEATTIE, AMELIA HARDWICK | I | BBB FAMILY TRUST | F | Control |
| BEATTIE, AMELIA HARDWICK | I | BBB FAMILY TRUST | F | Control |
| BEATTIE, AMELIA HARDWICK | I | BBB FAMILY TRUST | F | Control |
| BEATTIE, AMELIA HARDWICK | I | BBB FAMILY TRUST | F | Control |
| BEATTIE, AMELIA HARDWICK | I | BBB FAMILY TRUST | F | Control |
| BEATTIE, AMELIA HARDWICK | I | BBB FAMILY TRUST | F | Control |
| BEATTIE, AMELIA HARDWICK | I | BBB FAMILY TRUST | F | Control |
| BEATTIE, AMELIA HARDWICK | I | BBB FAMILY TRUST | F | Control |
| BEATTIE, AMELIA HARDWICK | I | BBB FAMILY TRUST | F | Control |
| BEATTIE, AMELIA HARDWICK | I | BBB FAMILY TRUST | F | Control |
| BEATTIE, AMELIA HARDWICK | I | BBB FAMILY TRUST | F | Control |
| BEATTIE, AMELIA HARDWICK | I | BBB FAMILY TRUST | F | Control |
| BEATTIE, AMELIA HARDWICK | I | BBB FAMILY TRUST | F | Control |
| BEATTIE, AMELIA HARDWICK | I | BBB FAMILY TRUST | F | Control |
| BEATTIE, AMELIA HARDWICK | I | BBB FAMILY TRUST | F | Control |
| BEATTIE, AMELIA HARDWICK | I | BBB FAMILY TRUST | F | Control |
| BEATTIE, AMELIA HARDWICK | I | BBB FAMILY TRUST | F | Control |
| BEATTIE, AMELIA HARDWICK | I | BBB FAMILY TRUST | F | Control |
| BEATTIE, AMELIA HARDWICK | I | BBB FAMILY TRUST | F | Control |
| BEATTIE, AMELIA HARDWICK | I | BBB FAMILY TRUST | F | Control |
| BEATTIE, AMELIA HARDWICK | I | BBB FAMILY TRUST | F | Control |
| BEATTIE, AMELIA HARDWICK | I | BBB FAMILY TRUST | F | Control |
| BEATTIE, AMELIA HARDWICK | I | BBB FAMILY TRUST | F | Control |
| BEATTIE, AMELIA HARDWICK | I | BBB FAMILY TRUST | F | Control |
| BEATTIE, GEORGE TAYLOR | I | BBB FAMILY TRUST | F | Control |
| BEATTIE, GEORGE TAYLOR | I | BBB FAMILY TRUST | F | Control |
| BEATTIE, GEORGE TAYLOR | I | BBB FAMILY TRUST | F | Control |
| BEATTIE, GEORGE TAYLOR | I | BBB FAMILY TRUST | F | Control |
| BEATTIE, GEORGE TAYLOR | I | BBB FAMILY TRUST | F | Control |
| BEATTIE, GEORGE TAYLOR | I | BBB FAMILY TRUST | F | Control |
| BEATTIE, GEORGE TAYLOR | I | BBB FAMILY TRUST | F | Control |
| BEATTIE, GEORGE TAYLOR | I | BBB FAMILY TRUST | F | Control |
| BEATTIE, GEORGE TAYLOR | I | BBB FAMILY TRUST | F | Control |
| BEATTIE, GEORGE TAYLOR | I | BBB FAMILY TRUST | F | Control |
| BEATTIE, GEORGE TAYLOR | I | BBB FAMILY TRUST | F | Control |
| BEATTIE, GEORGE TAYLOR | I | BBB FAMILY TRUST | F | Control |
| BEATTIE, GEORGE TAYLOR | I | BBB FAMILY TRUST | F | Control |
| BEATTIE, GEORGE TAYLOR | I | BBB FAMILY TRUST | F | Control |
| BEATTIE, GEORGE TAYLOR | I | BBB FAMILY TRUST | F | Control |
| BEATTIE, GEORGE TAYLOR | I | BBB FAMILY TRUST | F | Control |
| BEATTIE, GEORGE TAYLOR | I | BBB FAMILY TRUST | F | Control |
| BEATTIE, GEORGE TAYLOR | I | BBB FAMILY TRUST | F | Control |
| BEATTIE, GEORGE TAYLOR | I | BBB FAMILY TRUST | F | Control |
| BEATTIE, GEORGE TAYLOR | I | BBB FAMILY TRUST | F | Control |
| BEATTIE, GEORGE TAYLOR | I | BBB FAMILY TRUST | F | Control |
| BEATTIE, GEORGE TAYLOR | I | BBB FAMILY TRUST | F | Control |
| BEATTIE, GEORGE TAYLOR | I | BBB FAMILY TRUST | F | Control |
| BEATTIE, GEORGE TAYLOR | I | BBB FAMILY TRUST | F | Control |
| BEATTIE, GEORGE TAYLOR | I | BBB FAMILY TRUST | F | Control |
| BEATTIE, GEORGE TAYLOR | I | BBB FAMILY TRUST | F | Control |
| BEATTIE, GEORGE TAYLOR | I | BBB FAMILY TRUST | F | Control |
| BEATTIE, GEORGE TAYLOR | I | BBB FAMILY TRUST | F | Control |
| BEATTIE, GEORGE TAYLOR | I | BBB FAMILY TRUST | F | Control |
| BEATTIE, GEORGE TAYLOR | I | BBB FAMILY TRUST | F | Control |
| BEATTIE, GEORGE TAYLOR | I | BBB FAMILY TRUST | F | Control |
| BEATTIE, GEORGE TAYLOR | I | BBB FAMILY TRUST | F | Control |
| BEATTIE, GEORGE TAYLOR | I | BBB FAMILY TRUST | F | Control |
| BEATTIE, GEORGE TAYLOR | I | BBB FAMILY TRUST | F | Control |
| BEATTIE, GEORGE TAYLOR | I | BBB FAMILY TRUST | F | Control |
| BEATTIE, GEORGE TAYLOR | I | BBB FAMILY TRUST | F | Control |
| BEATTIE, GEORGE TAYLOR | I | BBB FAMILY TRUST | F | Control |
| BEATTIE, GEORGE TAYLOR | I | BBB FAMILY TRUST | F | Control |
| BEATTIE, GEORGE TAYLOR | I | BBB FAMILY TRUST | F | Control |
| BEATTIE, GEORGE TAYLOR | I | BBB FAMILY TRUST | F | Control |
| BEATTIE, GEORGE TAYLOR | I | BBB FAMILY TRUST | F | Control |
| BEATTIE, GEORGE TAYLOR | I | BBB FAMILY TRUST | F | Control |
| BEATTIE, GEORGE TAYLOR | I | BBB FAMILY TRUST | F | Control |
| BEATTIE, GEORGE TAYLOR | I | BBB FAMILY TRUST | F | Control |
| BEATTIE, GEORGE TAYLOR | I | BBB FAMILY TRUST | F | Control |
| BEATTIE, GEORGE TAYLOR | I | BBB FAMILY TRUST | F | Control |
| BEATTIE, GEORGE TAYLOR | I | BBB FAMILY TRUST | F | Control |
| BEATTIE, GEORGE TAYLOR | I | BBB FAMILY TRUST | F | Control |
| BEATTIE, GEORGE TAYLOR | I | BBB FAMILY TRUST | F | Control |
| BEATTIE, GEORGE TAYLOR | I | BBB FAMILY TRUST | F | Control |
| BEATTIE, GEORGE TAYLOR | I | BBB FAMILY TRUST | F | Control |
| BEATTIE, GEORGE TAYLOR | I | BBB FAMILY TRUST | F | Control |
| BEATTIE, GEORGE TAYLOR | I | BBB FAMILY TRUST | F | Control |
| BEATTIE, GEORGE TAYLOR | I | BBB FAMILY TRUST | F | Control |
| BEATTIE, GEORGE TAYLOR | I | BBB FAMILY TRUST | F | Control |
| BEATTIE, GEORGE TAYLOR | I | BBB FAMILY TRUST | F | Control |
| BEATTIE, GEORGE TAYLOR | I | BBB FAMILY TRUST | F | Control |
| BEATTIE, GEORGE TAYLOR | I | BBB FAMILY TRUST | F | Control |
| BEATTIE, GEORGE TAYLOR | I | BBB FAMILY TRUST | F | Control |
| BEATTIE, GEORGE TAYLOR | I | BBB FAMILY TRUST | F | Control |
| BEATTIE, GEORGE TAYLOR | I | BBB FAMILY TRUST | F | Control |
| BEATTIE, GEORGE TAYLOR | I | BBB FAMILY TRUST | F | Control |
| BEATTIE, GEORGE TAYLOR | I | BBB FAMILY TRUST | F | Control |
| BEATTIE, GEORGE TAYLOR | I | BBB FAMILY TRUST | F | Control |
| BEATTIE, GEORGE TAYLOR | I | BBB FAMILY TRUST | F | Control |
| BEATTIE, GEORGE TAYLOR | I | BBB FAMILY TRUST | F | Control |
| BEATTIE, GEORGE TAYLOR | I | BBB FAMILY TRUST | F | Control |
| BEATTIE, GEORGE TAYLOR | I | BBB FAMILY TRUST | F | Control |
| BEATTIE, GEORGE TAYLOR | I | BBB FAMILY TRUST | F | Control |
| BEATTIE, GEORGE TAYLOR | I | BBB FAMILY TRUST | F | Control |
| BEATTIE, GEORGE TAYLOR | I | BBB FAMILY TRUST | F | Control |
| BEATTIE, GEORGE TAYLOR | I | BBB FAMILY TRUST | F | Control |
| BEATTIE, TAYLOR | I | BBB FAMILY TRUST | F | Control |
| CJT FAMILY TRUST | DE | TRIPLE BLACK DIAMOND, LLC | F | |
| CJT FAMILY TRUST | DE | TRIPLE BLACK DIAMOND, LLC | F | |
| CJT FAMILY TRUST | DE | TRIPLE BLACK DIAMOND, LLC | F | |
| CJT FAMILY TRUST | DE | TRIPLE BLACK DIAMOND, LLC | F | |
| CJT FAMILY TRUST | DE | TRIPLE BLACK DIAMOND, LLC | F | |
| CJT FAMILY TRUST | DE | TRIPLE BLACK DIAMOND, LLC | F | |
| CJT FAMILY TRUST | DE | TRIPLE BLACK DIAMOND, LLC | F | |
| CJT FAMILY TRUST | DE | TRIPLE BLACK DIAMOND, LLC | F | |
| CJT FAMILY TRUST | DE | TRIPLE BLACK DIAMOND, LLC | F | |
| CJT FAMILY TRUST | DE | TRIPLE BLACK DIAMOND, LLC | F | |
| CJT FAMILY TRUST | DE | TRIPLE BLACK DIAMOND, LLC | F | |
| CJT FAMILY TRUST | DE | TRIPLE BLACK DIAMOND, LLC | F | |
| CJT FAMILY TRUST | DE | TRIPLE BLACK DIAMOND, LLC | F | |
| CJT FAMILY TRUST | DE | TRIPLE BLACK DIAMOND, LLC | F | |
| CJT FAMILY TRUST | DE | TRIPLE BLACK DIAMOND, LLC | F | |
| CJT FAMILY TRUST | DE | TRIPLE BLACK DIAMOND, LLC | F | |
| CJT FAMILY TRUST | DE | TRIPLE BLACK DIAMOND, LLC | F | |
| CJT FAMILY TRUST | DE | TRIPLE BLACK DIAMOND, LLC | F | |
| CJT FAMILY TRUST | DE | TRIPLE BLACK DIAMOND, LLC | F | |
| CJT FAMILY TRUST | DE | TRIPLE BLACK DIAMOND, LLC | F | |
| CJT FAMILY TRUST | DE | TRIPLE BLACK DIAMOND, LLC | F | |
| CJT FAMILY TRUST | DE | TRIPLE BLACK DIAMOND, LLC | F | |
| CJT FAMILY TRUST | DE | TRIPLE BLACK DIAMOND, LLC | F | |
| CJT FAMILY TRUST | DE | TRIPLE BLACK DIAMOND, LLC | F | |
| CJT FAMILY TRUST | DE | TRIPLE BLACK DIAMOND, LLC | F | |
| CJT FAMILY TRUST | DE | TRIPLE BLACK DIAMOND, LLC | F | |
| CJT FAMILY TRUST | DE | TRIPLE BLACK DIAMOND, LLC | F | |
| CJT FAMILY TRUST | DE | TRIPLE BLACK DIAMOND, LLC | F | |
| CJT FAMILY TRUST | DE | TRIPLE BLACK DIAMOND, LLC | F | |
| CJT FAMILY TRUST | DE | TRIPLE BLACK DIAMOND, LLC | F | |
| CJT FAMILY TRUST | DE | TRIPLE BLACK DIAMOND, LLC | F | |
| CJT FAMILY TRUST | DE | TRIPLE BLACK DIAMOND, LLC | F | |
| CJT FAMILY TRUST | DE | TRIPLE BLACK DIAMOND, LLC | F | |
| CJT FAMILY TRUST | DE | TRIPLE BLACK DIAMOND, LLC | F | |
| CJT FAMILY TRUST | DE | TRIPLE BLACK DIAMOND, LLC | F | |
| CJT FAMILY TRUST | DE | TRIPLE BLACK DIAMOND, LLC | F | |
| CJT FAMILY TRUST | DE | TRIPLE BLACK DIAMOND, LLC | F | |
| CJT FAMILY TRUST | DE | TRIPLE BLACK DIAMOND, LLC | F | |
| KETTERER, DOUGLAS JOHN | I | ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | F | Control |
| KETTERER, DOUGLAS JOHN | I | ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | F | Control |
| KETTERER, DOUGLAS JOHN | I | ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | F | Control |
| KETTERER, DOUGLAS JOHN | I | ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | F | Control |
| KETTERER, DOUGLAS JOHN | I | ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | F | Control |
| KETTERER, DOUGLAS JOHN | I | ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | F | Control |
| KETTERER, DOUGLAS JOHN | I | ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | F | Control |
| KETTERER, DOUGLAS JOHN | I | ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | F | Control |
| KETTERER, DOUGLAS JOHN | I | ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | F | Control |
| KETTERER, DOUGLAS JOHN | I | ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | F | Control |
| KETTERER, DOUGLAS JOHN | I | ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | F | Control |
| KETTERER, DOUGLAS JOHN | I | ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | F | Control |
| KETTERER, DOUGLAS JOHN | I | ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | F | Control |
| KETTERER, DOUGLAS JOHN | I | ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | F | Control |
| KETTERER, DOUGLAS JOHN | I | ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | F | Control |
| KETTERER, DOUGLAS JOHN | I | ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | F | Control |
| KETTERER, DOUGLAS JOHN | I | ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | F | Control |
| KETTERER, DOUGLAS JOHN | I | ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | F | Control |
| KETTERER, DOUGLAS JOHN | I | ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | F | Control |
| KETTERER, DOUGLAS JOHN | I | ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | F | Control |
| KETTERER, DOUGLAS JOHN | I | ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | F | Control |
| KETTERER, DOUGLAS JOHN | I | ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | F | Control |
| KETTERER, DOUGLAS JOHN | I | ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | F | Control |
| KETTERER, DOUGLAS JOHN | I | ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | F | Control |
| KETTERER, DOUGLAS JOHN | I | ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | F | Control |
| KETTERER, DOUGLAS JOHN | I | ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | F | Control |
| KETTERER, DOUGLAS JOHN | I | ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | F | Control |
| KETTERER, DOUGLAS JOHN | I | ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | F | Control |
| KETTERER, DOUGLAS JOHN | I | ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | F | Control |
| KETTERER, DOUGLAS JOHN | I | ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | F | Control |
| KETTERER, DOUGLAS JOHN | I | ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | F | Control |
| KETTERER, DOUGLAS JOHN | I | ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | F | Control |
| KETTERER, DOUGLAS JOHN | I | ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | F | Control |
| KETTERER, DOUGLAS JOHN | I | ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | F | Control |
| KETTERER, DOUGLAS JOHN | I | ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | F | Control |
| KETTERER, DOUGLAS JOHN | I | ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | F | Control |
| KETTERER, DOUGLAS JOHN | I | ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | F | Control |
| KETTERER, DOUGLAS JOHN | I | ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | F | Control |
| LEE EQUITY PARTNERS II GP, LLC | DE | LEE EQUITY PARTNERS FUND II, L.P. | F | Control |
| LEE EQUITY PARTNERS II GP, LLC | DE | LEE EQUITY PARTNERS FUND II(A), L.P. | F | Control |
| LEE EQUITY PARTNERS II GP, LLC | DE | LEE EQUITY PARTNERS FUND II, L.P. | F | Control |
| LEE EQUITY PARTNERS II GP, LLC | DE | LEE EQUITY PARTNERS FUND II(A), L.P. | F | Control |
| LEE EQUITY PARTNERS II GP, LLC | DE | LEE EQUITY PARTNERS FUND II, L.P. | F | Control |
| LEE EQUITY PARTNERS II GP, LLC | DE | LEE EQUITY PARTNERS FUND II(A), L.P. | F | Control |
| LEE EQUITY PARTNERS II GP, LLC | DE | LEE EQUITY PARTNERS FUND II, L.P. | F | Control |
| LEE EQUITY PARTNERS II GP, LLC | DE | LEE EQUITY PARTNERS FUND II(A), L.P. | F | Control |
| LEE EQUITY PARTNERS II GP, LLC | DE | LEE EQUITY PARTNERS FUND II, L.P. | F | Control |
| LEE EQUITY PARTNERS II GP, LLC | DE | LEE EQUITY PARTNERS FUND II(A), L.P. | F | Control |
| LEE EQUITY PARTNERS II GP, LLC | DE | LEE EQUITY PARTNERS FUND II, L.P. | F | Control |
| LEE EQUITY PARTNERS II GP, LLC | DE | LEE EQUITY PARTNERS FUND II(A), L.P. | F | Control |
| LEE EQUITY PARTNERS II GP, LLC | DE | LEE EQUITY PARTNERS FUND II, L.P. | F | Control |
| LEE EQUITY PARTNERS II GP, LLC | DE | LEE EQUITY PARTNERS FUND II(A), L.P. | F | Control |
| LEE EQUITY PARTNERS II GP, LLC | DE | LEE EQUITY PARTNERS FUND II, L.P. | F | Control |
| LEE EQUITY PARTNERS II GP, LLC | DE | LEE EQUITY PARTNERS FUND II(A), L.P. | F | Control |
| LEE EQUITY PARTNERS II GP, LLC | DE | LEE EQUITY PARTNERS FUND II, L.P. | F | Control |
| LEE EQUITY PARTNERS II GP, LLC | DE | LEE EQUITY PARTNERS FUND II(A), L.P. | F | Control |
| LEE EQUITY PARTNERS II GP, LLC | DE | LEE EQUITY PARTNERS FUND II, L.P. | F | Control |
| LEE EQUITY PARTNERS II GP, LLC | DE | LEE EQUITY PARTNERS FUND II(A), L.P. | F | Control |
| SEYFERT, VALORIE ANNE | I | AVTECH, INC. | F | Control |
| SEYFERT, VALORIE ANNE | I | CJT FAMILY TRUST | F | Control |
| SEYFERT, VALORIE ANNE | I | AVTECH, INC. | F | Control |
| SEYFERT, VALORIE ANNE | I | CJT FAMILY TRUST | F | Control |
| SEYFERT, VALORIE ANNE | I | AVTECH, INC. | F | Control |
| SEYFERT, VALORIE ANNE | I | CJT FAMILY TRUST | F | Control |
| SEYFERT, VALORIE ANNE | I | AVTECH, INC. | F | Control |
| SEYFERT, VALORIE ANNE | I | CJT FAMILY TRUST | F | Control |
| SEYFERT, VALORIE ANNE | I | AVTECH, INC. | F | Control |
| SEYFERT, VALORIE ANNE | I | CJT FAMILY TRUST | F | Control |
| SEYFERT, VALORIE ANNE | I | AVTECH, INC. | F | Control |
| SEYFERT, VALORIE ANNE | I | CJT FAMILY TRUST | F | Control |
| SEYFERT, VALORIE ANNE | I | AVTECH, INC. | F | Control |
| SEYFERT, VALORIE ANNE | I | CJT FAMILY TRUST | F | Control |
| SEYFERT, VALORIE ANNE | I | AVTECH, INC. | F | Control |
| SEYFERT, VALORIE ANNE | I | CJT FAMILY TRUST | F | Control |
| SEYFERT, VALORIE ANNE | I | AVTECH, INC. | F | Control |
| SEYFERT, VALORIE ANNE | I | CJT FAMILY TRUST | F | Control |
| SEYFERT, VALORIE ANNE | I | AVTECH, INC. | F | Control |
| SEYFERT, VALORIE ANNE | I | CJT FAMILY TRUST | F | Control |
| SEYFERT, VALORIE ANNE | I | AVTECH, INC. | F | Control |
| SEYFERT, VALORIE ANNE | I | CJT FAMILY TRUST | F | Control |
| SEYFERT, VALORIE ANNE | I | AVTECH, INC. | F | Control |
| SEYFERT, VALORIE ANNE | I | CJT FAMILY TRUST | F | Control |
| SEYFERT, VALORIE ANNE | I | AVTECH, INC. | F | Control |
| SEYFERT, VALORIE ANNE | I | CJT FAMILY TRUST | F | Control |
| SEYFERT, VALORIE ANNE | I | AVTECH, INC. | F | Control |
| SEYFERT, VALORIE ANNE | I | CJT FAMILY TRUST | F | Control |
| SEYFERT, VALORIE ANNE | I | AVTECH, INC. | F | Control |
| SEYFERT, VALORIE ANNE | I | CJT FAMILY TRUST | F | Control |
| SEYFERT, VALORIE ANNE | I | AVTECH, INC. | F | Control |
| SEYFERT, VALORIE ANNE | I | CJT FAMILY TRUST | F | Control |
| SEYFERT, VALORIE ANNE | I | AVTECH, INC. | F | Control |
| SEYFERT, VALORIE ANNE | I | CJT FAMILY TRUST | F | Control |
| SEYFERT, VALORIE ANNE | I | AVTECH, INC. | F | Control |
| SEYFERT, VALORIE ANNE | I | CJT FAMILY TRUST | F | Control |
| SEYFERT, VALORIE ANNE | I | AVTECH, INC. | F | Control |
| SEYFERT, VALORIE ANNE | I | CJT FAMILY TRUST | F | Control |
| SEYFERT, VALORIE ANNE | I | AVTECH, INC. | F | Control |
| SEYFERT, VALORIE ANNE | I | CJT FAMILY TRUST | F | Control |
| SEYFERT, VALORIE ANNE | I | AVTECH, INC. | F | Control |
| SEYFERT, VALORIE ANNE | I | CJT FAMILY TRUST | F | Control |
| SEYFERT, VALORIE ANNE | I | AVTECH, INC. | F | Control |
| SEYFERT, VALORIE ANNE | I | CJT FAMILY TRUST | F | Control |
| SEYFERT, VALORIE ANNE | I | AVTECH, INC. | F | Control |
| SEYFERT, VALORIE ANNE | I | CJT FAMILY TRUST | F | Control |
| SEYFERT, VALORIE ANNE | I | AVTECH, INC. | F | Control |
| SEYFERT, VALORIE ANNE | I | CJT FAMILY TRUST | F | Control |
| SEYFERT, VALORIE ANNE | I | AVTECH, INC. | F | Control |
| SEYFERT, VALORIE ANNE | I | CJT FAMILY TRUST | F | Control |
| SEYFERT, VALORIE ANNE | I | AVTECH, INC. | F | Control |
| SEYFERT, VALORIE ANNE | I | CJT FAMILY TRUST | F | Control |
| SEYFERT, VALORIE ANNE | I | AVTECH, INC. | F | Control |
| SEYFERT, VALORIE ANNE | I | CJT FAMILY TRUST | F | Control |
| SEYFERT, VALORIE ANNE | I | AVTECH, INC. | F | Control |
| SEYFERT, VALORIE ANNE | I | CJT FAMILY TRUST | F | Control |
| SEYFERT, VALORIE ANNE | I | AVTECH, INC. | F | Control |
| SEYFERT, VALORIE ANNE | I | CJT FAMILY TRUST | F | Control |
| SEYFERT, VALORIE ANNE | I | AVTECH, INC. | F | Control |
| SEYFERT, VALORIE ANNE | I | CJT FAMILY TRUST | F | Control |
| SEYFERT, VALORIE ANNE | I | AVTECH, INC. | F | Control |
| SEYFERT, VALORIE ANNE | I | CJT FAMILY TRUST | F | Control |
| SEYFERT, VALORIE ANNE | I | AVTECH, INC. | F | Control |
| SEYFERT, VALORIE ANNE | I | CJT FAMILY TRUST | F | Control |
| SEYFERT, VALORIE ANNE | I | AVTECH, INC. | F | Control |
| SEYFERT, VALORIE ANNE | I | CJT FAMILY TRUST | F | Control |
| SEYFERT, VALORIE ANNE | I | AVTECH, INC. | F | Control |
| SEYFERT, VALORIE ANNE | I | CJT FAMILY TRUST | F | Control |
| SEYFERT, VALORIE ANNE | I | AVTECH, INC. | F | Control |
| SEYFERT, VALORIE ANNE | I | CJT FAMILY TRUST | F | Control |
| SEYFERT, VALORIE ANNE | I | CJT FAMILY TRUST | F | Control |
| SEYFERT, VALORIE ANNE | I | CJT FAMILY TRUST | F | Control |
| SEYFERT, VALORIE ANNE | I | AVTECH, INC. | F | Control |
| SEYFERT, VALORIE ANNE | I | CJT FAMILY TRUST | F | Control |
| SEYFERT, VALORIE ANNE | I | CJT FAMILY TRUST | F | Control |
| SEYFERT, VALORIE ANNE | I | CJT FAMILY TRUST | F | Control |
| SEYFERT, VALORIE ANNE | I | CJT FAMILY TRUST | F | Control |
| SEYFERT, VALORIE ANNE | I | CJT FAMILY TRUST | F | Control |
| SEYFERT, VALORIE ANNE | I | CJT FAMILY TRUST | F | Control |
| SEYFERT, VALORIE ANNE | I | CJT FAMILY TRUST | F | Control |
| SEYFERT, VALORIE ANNE | I | CJT FAMILY TRUST | F | Control |
| SEYFERT, VALORIE ANNE | I | CJT FAMILY TRUST | F | Control |
| SEYFERT, VALORIE ANNE | I | CJT FAMILY TRUST | F | Control |
| SEYFERT, VALORIE ANNE | I | CJT FAMILY TRUST | F | Control |
| SEYFERT, VALORIE ANNE | I | CJT FAMILY TRUST | F | Control |
| SEYFERT, VALORIE ANNE | I | CJT FAMILY TRUST | F | Control |
| SEYFERT, VALORIE ANNE | I | CJT FAMILY TRUST | F | Control |
| SEYFERT, VALORIE ANNE | I | CJT FAMILY TRUST | F | Control |
| SEYFERT, VALORIE ANNE | I | CJT FAMILY TRUST | F | Control |
| SEYFERT, VALORIE ANNE | I | CJT FAMILY TRUST | F | Control |
| SEYFERT, VALORIE ANNE | I | CJT FAMILY TRUST | F | Control |
| SEYFERT, VALORIE ANNE | I | CJT FAMILY TRUST | F | Control |
| SEYFERT, VALORIE ANNE | I | CJT FAMILY TRUST | F | Control |
| SEYFERT, VALORIE ANNE | I | CJT FAMILY TRUST | F | Control |
| SEYFERT, VALORIE ANNE | I | CJT FAMILY TRUST | F | Control |
| SEYFERT, VALORIE ANNE | I | CJT FAMILY TRUST | F | Control |
| SEYFERT, VALORIE ANNE | I | CJT FAMILY TRUST | F | Control |
| SEYFERT, VALORIE ANNE | I | CJT FAMILY TRUST | F | Control |
| SEYFERT, VALORIE ANNE | I | CJT FAMILY TRUST | F | Control |
| SEYFERT, VALORIE ANNE | I | CJT FAMILY TRUST | F | Control |
| SEYFERT, VALORIE ANNE | I | CJT FAMILY TRUST | F | Control |
| SEYFERT, VALORIE ANNE | I | CJT FAMILY TRUST | F | Control |
| SEYFERT, VALORIE ANNE | I | CJT FAMILY TRUST | F | Control |
| SEYFERT, VALORIE ANNE | I | CJT FAMILY TRUST | F | Control |
| SEYFERT, VALORIE ANNE | I | CJT FAMILY TRUST | F | Control |
| SEYFERT, VALORIE ANNE | I | CJT FAMILY TRUST | F | Control |
| SEYFERT, VALORIE ANNE | I | CJT FAMILY TRUST | F | Control |
| SEYFERT, VALORIE ANNE | I | CJT FAMILY TRUST | F | Control |
| SEYFERT, VALORIE ANNE | I | CJT FAMILY TRUST | F | Control |
| TRIPLE BLACK DIAMOND, LLC | DE | ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | F | |
| TRIPLE BLACK DIAMOND, LLC | DE | ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | F | |
| TRIPLE BLACK DIAMOND, LLC | DE | ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | F | |
| TRIPLE BLACK DIAMOND, LLC | DE | ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | F | |
| TRIPLE BLACK DIAMOND, LLC | DE | ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | F | |
| TRIPLE BLACK DIAMOND, LLC | DE | ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | F | |
| TRIPLE BLACK DIAMOND, LLC | DE | ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | F | |
| TRIPLE BLACK DIAMOND, LLC | DE | ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | F | |
| TRIPLE BLACK DIAMOND, LLC | DE | ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | F | |
| TRIPLE BLACK DIAMOND, LLC | DE | ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | F | |
| TRIPLE BLACK DIAMOND, LLC | DE | ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | F | |
| TRIPLE BLACK DIAMOND, LLC | DE | ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | F | |
| TRIPLE BLACK DIAMOND, LLC | DE | ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | F | |
| TRIPLE BLACK DIAMOND, LLC | DE | ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | F | |
| TRIPLE BLACK DIAMOND, LLC | DE | ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | F | |
| TRIPLE BLACK DIAMOND, LLC | DE | ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | F | |
| TRIPLE BLACK DIAMOND, LLC | DE | ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | F | |
| TRIPLE BLACK DIAMOND, LLC | DE | ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | F | |
| TRIPLE BLACK DIAMOND, LLC | DE | ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | F | |
| TRIPLE BLACK DIAMOND, LLC | DE | ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | F | |
| TRIPLE BLACK DIAMOND, LLC | DE | ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | F | |
| TRIPLE BLACK DIAMOND, LLC | DE | ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | F | |
| TRIPLE BLACK DIAMOND, LLC | DE | ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | F | |
| TRIPLE BLACK DIAMOND, LLC | DE | ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | F | |
| TRIPLE BLACK DIAMOND, LLC | DE | ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | F | |
| TRIPLE BLACK DIAMOND, LLC | DE | ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | F | |
| TRIPLE BLACK DIAMOND, LLC | DE | ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | F | |
| TRIPLE BLACK DIAMOND, LLC | DE | ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | F | |
| TRIPLE BLACK DIAMOND, LLC | DE | ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | F | |
| TRIPLE BLACK DIAMOND, LLC | DE | ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | F | |
| TRIPLE BLACK DIAMOND, LLC | DE | ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | F | |
| TRIPLE BLACK DIAMOND, LLC | DE | ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | F | |
| TRIPLE BLACK DIAMOND, LLC | DE | ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | F | |
| TRIPLE BLACK DIAMOND, LLC | DE | ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | F | |
| TRIPLE BLACK DIAMOND, LLC | DE | ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | F | |
| TRIPLE BLACK DIAMOND, LLC | DE | ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | F | |
| TRIPLE BLACK DIAMOND, LLC | DE | ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | F | |
| TRIPLE BLACK DIAMOND, LLC | DE | ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | F | |
| ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | DE | ATRIA WEALTH SOLUTIONS, INC. | E | Control |
| ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | DE | ATRIA WEALTH SOLUTIONS, INC. | E | Control |
| ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | DE | ATRIA WEALTH SOLUTIONS, INC. | E | Control |
| ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | DE | ATRIA WEALTH SOLUTIONS, INC. | E | Control |
| ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | DE | ATRIA WEALTH SOLUTIONS, INC. | E | Control |
| ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | DE | ATRIA WEALTH SOLUTIONS, INC. | E | Control |
| ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | DE | ATRIA WEALTH SOLUTIONS, INC. | E | Control |
| ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | DE | ATRIA WEALTH SOLUTIONS, INC. | E | Control |
| ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | DE | ATRIA WEALTH SOLUTIONS, INC. | E | Control |
| ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | DE | ATRIA WEALTH SOLUTIONS, INC. | E | Control |
| ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | DE | ATRIA WEALTH SOLUTIONS, INC. | E | Control |
| ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | DE | ATRIA WEALTH SOLUTIONS, INC. | E | Control |
| ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | DE | ATRIA WEALTH SOLUTIONS, INC. | E | Control |
| ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | DE | ATRIA WEALTH SOLUTIONS, INC. | E | Control |
| ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | DE | ATRIA WEALTH SOLUTIONS, INC. | E | Control |
| ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | DE | ATRIA WEALTH SOLUTIONS, INC. | E | Control |
| ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | DE | ATRIA WEALTH SOLUTIONS, INC. | E | Control |
| ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | DE | ATRIA WEALTH SOLUTIONS, INC. | E | Control |
| ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | DE | ATRIA WEALTH SOLUTIONS, INC. | E | Control |
| ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | DE | ATRIA WEALTH SOLUTIONS, INC. | E | Control |
| ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | DE | ATRIA WEALTH SOLUTIONS, INC. | E | Control |
| ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | DE | ATRIA WEALTH SOLUTIONS, INC. | E | Control |
| ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | DE | ATRIA WEALTH SOLUTIONS, INC. | E | Control |
| ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | DE | ATRIA WEALTH SOLUTIONS, INC. | E | Control |
| ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | DE | ATRIA WEALTH SOLUTIONS, INC. | E | Control |
| ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | DE | ATRIA WEALTH SOLUTIONS, INC. | E | Control |
| ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | DE | ATRIA WEALTH SOLUTIONS, INC. | E | Control |
| ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | DE | ATRIA WEALTH SOLUTIONS, INC. | E | Control |
| ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | DE | ATRIA WEALTH SOLUTIONS, INC. | E | Control |
| ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | DE | ATRIA WEALTH SOLUTIONS, INC. | E | Control |
| ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | DE | ATRIA WEALTH SOLUTIONS, INC. | E | Control |
| ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | DE | ATRIA WEALTH SOLUTIONS, INC. | E | Control |
| ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | DE | ATRIA WEALTH SOLUTIONS, INC. | E | Control |
| ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | DE | ATRIA WEALTH SOLUTIONS, INC. | E | Control |
| ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | DE | ATRIA WEALTH SOLUTIONS, INC. | E | Control |
| ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | DE | ATRIA WEALTH SOLUTIONS, INC. | E | Control |
| ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | DE | ATRIA WEALTH SOLUTIONS, INC. | E | Control |
| ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | DE | ATRIA WEALTH SOLUTIONS, INC. | E | Control |
| ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | DE | ATRIA WEALTH SOLUTIONS, INC. | E | Control |
| ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | DE | ATRIA WEALTH SOLUTIONS, INC. | E | Control |
| ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | DE | ATRIA WEALTH SOLUTIONS, INC. | E | Control |
| ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | DE | ATRIA WEALTH SOLUTIONS, INC. | E | Control |
| ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | DE | ATRIA WEALTH SOLUTIONS, INC. | E | Control |
| ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | DE | ATRIA WEALTH SOLUTIONS, INC. | E | Control |
| ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | DE | ATRIA WEALTH SOLUTIONS, INC. | E | Control |
| ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | DE | ATRIA WEALTH SOLUTIONS, INC. | E | Control |
| ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | DE | ATRIA WEALTH SOLUTIONS, INC. | E | Control |
| ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | DE | ATRIA WEALTH SOLUTIONS, INC. | E | Control |
| ATRIA WEALTH SOLUTIONS, INC | DE | AWS 3, INC | E | Control |
| ATRIA WEALTH SOLUTIONS, INC | DE | AWS 3, INC | E | Control |
| ATRIA WEALTH SOLUTIONS, INC | DE | AWS 3, INC | E | Control |
| ATRIA WEALTH SOLUTIONS, INC | DE | AWS 3, INC | E | Control |
| ATRIA WEALTH SOLUTIONS, INC | DE | AWS 3, INC | E | Control |
| ATRIA WEALTH SOLUTIONS, INC | DE | AWS 3, INC | E | Control |
| ATRIA WEALTH SOLUTIONS, INC | DE | AWS 3, INC | E | Control |
| ATRIA WEALTH SOLUTIONS, INC | DE | AWS 3, INC | E | Control |
| ATRIA WEALTH SOLUTIONS, INC | DE | AWS 3, INC | E | Control |
| ATRIA WEALTH SOLUTIONS, INC | DE | AWS 3, INC | E | Control |
| ATRIA WEALTH SOLUTIONS, INC | DE | AWS 3, INC | E | Control |
| ATRIA WEALTH SOLUTIONS, INC | DE | AWS 3, INC | E | Control |
| ATRIA WEALTH SOLUTIONS, INC | DE | AWS 3, INC | E | Control |
| ATRIA WEALTH SOLUTIONS, INC | DE | AWS 3, INC | E | Control |
| ATRIA WEALTH SOLUTIONS, INC | DE | AWS 3, INC | E | Control |
| ATRIA WEALTH SOLUTIONS, INC | DE | AWS 3, INC | E | Control |
| ATRIA WEALTH SOLUTIONS, INC | DE | AWS 3, INC | E | Control |
| ATRIA WEALTH SOLUTIONS, INC | DE | AWS 3, INC | E | Control |
| ATRIA WEALTH SOLUTIONS, INC | DE | AWS 3, INC | E | Control |
| ATRIA WEALTH SOLUTIONS, INC | DE | AWS 3, INC | E | Control |
| ATRIA WEALTH SOLUTIONS, INC | DE | AWS 3, INC | E | Control |
| ATRIA WEALTH SOLUTIONS, INC | DE | AWS 3, INC | E | Control |
| ATRIA WEALTH SOLUTIONS, INC | DE | AWS 3, INC | E | Control |
| ATRIA WEALTH SOLUTIONS, INC | DE | AWS 3, INC | E | Control |
| ATRIA WEALTH SOLUTIONS, INC | DE | AWS 3, INC | E | Control |
| ATRIA WEALTH SOLUTIONS, INC | DE | AWS 3, INC | E | Control |
| ATRIA WEALTH SOLUTIONS, INC | DE | AWS 3, INC | E | Control |
| ATRIA WEALTH SOLUTIONS, INC | DE | AWS 3, INC | E | Control |
| ATRIA WEALTH SOLUTIONS, INC | DE | AWS 3, INC | E | Control |
| ATRIA WEALTH SOLUTIONS, INC | DE | AWS 3, INC | E | Control |
| ATRIA WEALTH SOLUTIONS, INC | DE | AWS 3, INC | E | Control |
| ATRIA WEALTH SOLUTIONS, INC | DE | AWS 3, INC | E | Control |
| ATRIA WEALTH SOLUTIONS, INC | DE | AWS 3, INC | E | Control |
| ATRIA WEALTH SOLUTIONS, INC | DE | AWS 3, INC | E | Control |
| ATRIA WEALTH SOLUTIONS, INC | DE | AWS 3, INC | E | Control |
| ATRIA WEALTH SOLUTIONS, INC | DE | AWS 3, INC | E | Control |
| ATRIA WEALTH SOLUTIONS, INC | DE | AWS 3, INC | E | Control |
| ATRIA WEALTH SOLUTIONS, INC | DE | AWS 3, INC | E | Control |
| ATRIA WEALTH SOLUTIONS, INC | DE | AWS 3, INC | E | Control |
| ATRIA WEALTH SOLUTIONS, INC | DE | AWS 3, INC | E | Control |
| ATRIA WEALTH SOLUTIONS, INC | DE | AWS 3, INC | E | Control |
| ATRIA WEALTH SOLUTIONS, INC | DE | AWS 3, INC | E | Control |
| ATRIA WEALTH SOLUTIONS, INC | DE | AWS 3, INC | E | Control |
| LEP ATRIA HOLDINGS, LLC | DE | ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | E | Control |
| LEP ATRIA HOLDINGS, LLC | DE | ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | E | Control |
| LEP ATRIA HOLDINGS, LLC | DE | ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | E | Control |
| LEP ATRIA HOLDINGS, LLC | DE | ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | E | Control |
| LEP ATRIA HOLDINGS, LLC | DE | ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | E | Control |
| LEP ATRIA HOLDINGS, LLC | DE | ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | E | Control |
| LPL FINANCIAL HOLDINGS, INC. | DE | LPL HOLDINGS, INC. | E | Control |
| LPL HOLDINGS, INC. | DE | ATRIA WEALTH SOLUTIONS, INC. | E | Control |
| BBB FAMILY TRUST | DE | AVTECH, INC. | D | Control |
| BBB FAMILY TRUST | DE | AVTECH, INC. | D | Control |
| BBB FAMILY TRUST | DE | AVTECH, INC. | D | Control |
| BBB FAMILY TRUST | DE | AVTECH, INC. | D | Control |
| BBB FAMILY TRUST | DE | AVTECH, INC. | D | Control |
| BBB FAMILY TRUST | DE | AVTECH, INC. | D | Control |
| BBB FAMILY TRUST | DE | AVTECH, INC. | D | Control |
| BBB FAMILY TRUST | DE | AVTECH, INC. | D | Control |
| BBB FAMILY TRUST | DE | AVTECH, INC. | D | Control |
| BBB FAMILY TRUST | DE | AVTECH, INC. | D | Control |
| BBB FAMILY TRUST | DE | AVTECH, INC. | D | Control |
| BBB FAMILY TRUST | DE | AVTECH, INC. | D | Control |
| BBB FAMILY TRUST | DE | AVTECH, INC. | D | Control |
| BBB FAMILY TRUST | DE | AVTECH, INC. | D | Control |
| BBB FAMILY TRUST | DE | AVTECH, INC. | D | Control |
| BBB FAMILY TRUST | DE | AVTECH, INC. | D | Control |
| BBB FAMILY TRUST | DE | AVTECH, INC. | D | Control |
| BBB FAMILY TRUST | DE | AVTECH, INC. | D | Control |
| BBB FAMILY TRUST | DE | AVTECH, INC. | D | Control |
| BBB FAMILY TRUST | DE | AVTECH, INC. | D | Control |
| BBB FAMILY TRUST | DE | AVTECH, INC. | D | Control |
| BBB FAMILY TRUST | DE | AVTECH, INC. | D | Control |
| BBB FAMILY TRUST | DE | AVTECH, INC. | D | Control |
| BBB FAMILY TRUST | DE | AVTECH, INC. | D | Control |
| BBB FAMILY TRUST | DE | AVTECH, INC. | D | Control |
| BBB FAMILY TRUST | DE | AVTECH, INC. | D | Control |
| BBB FAMILY TRUST | DE | AVTECH, INC. | D | Control |
| BBB FAMILY TRUST | DE | AVTECH, INC. | D | Control |
| BBB FAMILY TRUST | DE | AVTECH, INC. | D | Control |
| BBB FAMILY TRUST | DE | AVTECH, INC. | D | Control |
| BBB FAMILY TRUST | DE | AVTECH, INC. | D | Control |
| BBB FAMILY TRUST | DE | AVTECH, INC. | D | Control |
| BBB FAMILY TRUST | DE | AVTECH, INC. | D | Control |
| BBB FAMILY TRUST | DE | AVTECH, INC. | D | Control |
| BBB FAMILY TRUST | DE | AVTECH, INC. | D | Control |
| CJT FAMILY TRUST | DE | AVTECH, INC. | D | Control |
| CJT FAMILY TRUST | DE | AVTECH, INC. | D | Control |
| CJT FAMILY TRUST | DE | AVTECH, INC. | D | Control |
| CJT FAMILY TRUST | DE | AVTECH, INC. | D | Control |
| CJT FAMILY TRUST | DE | AVTECH, INC. | D | Control |
| CJT FAMILY TRUST | DE | AVTECH, INC. | D | Control |
| CJT FAMILY TRUST | DE | AVTECH, INC. | D | Control |
| CJT FAMILY TRUST | DE | AVTECH, INC. | D | Control |
| CJT FAMILY TRUST | DE | AVTECH, INC. | D | Control |
| CJT FAMILY TRUST | DE | AVTECH, INC. | D | Control |
| CJT FAMILY TRUST | DE | AVTECH, INC. | D | Control |
| CJT FAMILY TRUST | DE | AVTECH, INC. | D | Control |
| CJT FAMILY TRUST | DE | AVTECH, INC. | D | Control |
| CJT FAMILY TRUST | DE | AVTECH, INC. | D | Control |
| CJT FAMILY TRUST | DE | AVTECH, INC. | D | Control |
| CJT FAMILY TRUST | DE | AVTECH, INC. | D | Control |
| CJT FAMILY TRUST | DE | AVTECH, INC. | D | Control |
| CJT FAMILY TRUST | DE | AVTECH, INC. | D | Control |
| CJT FAMILY TRUST | DE | AVTECH, INC. | D | Control |
| CJT FAMILY TRUST | DE | AVTECH, INC. | D | Control |
| CJT FAMILY TRUST | DE | AVTECH, INC. | D | Control |
| CJT FAMILY TRUST | DE | AVTECH, INC. | D | Control |
| CJT FAMILY TRUST | DE | AVTECH, INC. | D | Control |
| CJT FAMILY TRUST | DE | AVTECH, INC. | D | Control |
| CJT FAMILY TRUST | DE | AVTECH, INC. | D | Control |
| CJT FAMILY TRUST | DE | AVTECH, INC. | D | Control |
| CJT FAMILY TRUST | DE | AVTECH, INC. | D | Control |
| CJT FAMILY TRUST | DE | AVTECH, INC. | D | Control |
| CJT FAMILY TRUST | DE | AVTECH, INC. | D | Control |
| CJT FAMILY TRUST | DE | AVTECH, INC. | D | Control |
| CJT FAMILY TRUST | DE | AVTECH, INC. | D | Control |
| CJT FAMILY TRUST | DE | AVTECH, INC. | D | Control |
| CJT FAMILY TRUST | DE | AVTECH, INC. | D | Control |
| CJT FAMILY TRUST | DE | AVTECH, INC. | D | Control |
| CJT FAMILY TRUST | DE | AVTECH, INC. | D | Control |
| LEE EQUITY PARTNERS FUND II(A), L.P. | DE | LEP ATRIA HOLDINGS, LLC | D | Control |
| LEE EQUITY PARTNERS FUND II(A), L.P. | DE | LEP ATRIA HOLDINGS, LLC | D | Control |
| LEE EQUITY PARTNERS FUND II(A), L.P. | DE | LEP ATRIA HOLDINGS, LLC | D | Control |
| LEE EQUITY PARTNERS FUND II(A), L.P. | DE | LEP ATRIA HOLDINGS, LLC | D | Control |
| LEE EQUITY PARTNERS FUND II(A), L.P. | DE | LEP ATRIA HOLDINGS, LLC | D | Control |
| LEE EQUITY PARTNERS FUND II(A), L.P. | DE | LEP ATRIA HOLDINGS, LLC | D | Control |
| LEE EQUITY PARTNERS FUND II(A), L.P. | DE | LEP ATRIA HOLDINGS, LLC | D | Control |
| LEE EQUITY PARTNERS FUND II(A), L.P. | DE | LEP ATRIA HOLDINGS, LLC | D | Control |
| LEE EQUITY PARTNERS FUND II(A), L.P. | DE | LEP ATRIA HOLDINGS, LLC | D | Control |
| LEE EQUITY PARTNERS FUND II(A), L.P. | DE | LEP ATRIA HOLDINGS, LLC | D | Control |
| LEE EQUITY PARTNERS FUND II(A), L.P. | DE | LEP ATRIA HOLDINGS, LLC | D | Control |
| LEE EQUITY PARTNERS FUND II(A), L.P. | DE | LEP ATRIA HOLDINGS, LLC | D | Control |
| LEE EQUITY PARTNERS FUND II(A), L.P. | DE | LEP ATRIA HOLDINGS, LLC | D | Control |
| LEE EQUITY PARTNERS FUND II(A), L.P. | DE | LEP ATRIA HOLDINGS, LLC | D | Control |
| LEE EQUITY PARTNERS FUND II(A), L.P. | DE | LEP ATRIA HOLDINGS, LLC | D | Control |
| LEE EQUITY PARTNERS FUND II(A), L.P. | DE | LEP ATRIA HOLDINGS, LLC | D | Control |
| LEP ATRIA HOLDINGS, LLC | DE | ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | D | Control |
| LEP ATRIA HOLDINGS, LLC | DE | ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | D | Control |
| LEP ATRIA HOLDINGS, LLC | DE | ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | D | Control |
| LEP ATRIA HOLDINGS, LLC | DE | ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | D | Control |
| LEP ATRIA HOLDINGS, LLC | DE | ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | D | Control |
| LEP ATRIA HOLDINGS, LLC | DE | ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | D | Control |
| LEP ATRIA HOLDINGS, LLC | DE | ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | D | Control |
| LEP ATRIA HOLDINGS, LLC | DE | ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | D | Control |
| LEP ATRIA HOLDINGS, LLC | DE | ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | D | Control |
| LEP ATRIA HOLDINGS, LLC | DE | ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | D | Control |
| ALPINVEST PARTNERS SECONDARY INVESTMENTS 2014 I C.V. | FE | LEE EQUITY PARTNERS FUND II(A), L.P. | C | Control |
| ALPINVEST PARTNERS SECONDARY INVESTMENTS 2014 I C.V. | FE | LEE EQUITY PARTNERS FUND II(A), L.P. | C | Control |
| ALPINVEST PARTNERS SECONDARY INVESTMENTS 2014 I C.V. | FE | LEE EQUITY PARTNERS FUND II(A), L.P. | C | Control |
| ALPINVEST PARTNERS SECONDARY INVESTMENTS 2014 I C.V. | FE | LEE EQUITY PARTNERS FUND II(A), L.P. | C | Control |
| ALPINVEST PARTNERS SECONDARY INVESTMENTS 2014 I C.V. | FE | LEE EQUITY PARTNERS FUND II(A), L.P. | C | Control |
| ALPINVEST PARTNERS SECONDARY INVESTMENTS 2014 I C.V. | FE | LEE EQUITY PARTNERS FUND II(A), L.P. | C | Control |
| ALPINVEST PARTNERS SECONDARY INVESTMENTS 2014 I C.V. | FE | LEE EQUITY PARTNERS FUND II(A), L.P. | C | Control |
| ALPINVEST PARTNERS SECONDARY INVESTMENTS 2014 I C.V. | FE | LEE EQUITY PARTNERS FUND II(A), L.P. | C | Control |
| ALPINVEST PARTNERS SECONDARY INVESTMENTS 2014 I C.V. | FE | LEE EQUITY PARTNERS FUND II(A), L.P. | C | Control |
| ALPINVEST PARTNERS SECONDARY INVESTMENTS 2014 I C.V. | FE | LEE EQUITY PARTNERS FUND II(A), L.P. | C | Control |
| DOVER STREET VIII L.P. | DE | LEE EQUITY PARTNERS FUND II, L.P. | C | Control |
| DOVER STREET VIII L.P. | DE | LEE EQUITY PARTNERS FUND II, L.P. | C | Control |
| DOVER STREET VIII L.P. | DE | LEE EQUITY PARTNERS FUND II, L.P. | C | Control |
| DOVER STREET VIII L.P. | DE | LEE EQUITY PARTNERS FUND II, L.P. | C | Control |
| DOVER STREET VIII L.P. | DE | LEE EQUITY PARTNERS FUND II, L.P. | C | Control |
| DOVER STREET VIII L.P. | DE | LEE EQUITY PARTNERS FUND II, L.P. | C | Control |
| DOVER STREET VIII L.P. | DE | LEE EQUITY PARTNERS FUND II, L.P. | C | Control |
| DOVER STREET VIII L.P. | DE | LEE EQUITY PARTNERS FUND II, L.P. | C | Control |
| DOVER STREET VIII L.P. | DE | LEE EQUITY PARTNERS FUND II, L.P. | C | Control |
| DOVER STREET VIII L.P. | DE | LEE EQUITY PARTNERS FUND II, L.P. | C | Control |
| LEE EQUITY PARTNERS FUND II(A), L.P. | DE | LEP ATRIA HOLDINGS, LLC | C | Control |
| LEE EQUITY PARTNERS FUND II(A), L.P. | DE | LEP ATRIA HOLDINGS, LLC | C | Control |
| LEE EQUITY PARTNERS FUND II(A), L.P. | DE | LEP ATRIA HOLDINGS, LLC | C | Control |
| LEE EQUITY PARTNERS FUND II(A), L.P. | DE | LEP ATRIA HOLDINGS, LLC | C | Control |
| LEE EQUITY PARTNERS FUND II(A), L.P. | DE | LEP ATRIA HOLDINGS, LLC | C | Control |
| LEE EQUITY PARTNERS FUND II(A), L.P. | DE | LEP ATRIA HOLDINGS, LLC | C | Control |
| LEE EQUITY PARTNERS FUND II(A), L.P. | DE | LEP ATRIA HOLDINGS, LLC | C | Control |
| LEE EQUITY PARTNERS FUND II(A), L.P. | DE | LEP ATRIA HOLDINGS, LLC | C | Control |
| LEE EQUITY PARTNERS FUND II(A), L.P. | DE | LEP ATRIA HOLDINGS, LLC | C | Control |
| LEE EQUITY PARTNERS FUND II(A), L.P. | DE | LEP ATRIA HOLDINGS, LLC | C | Control |
| LEE EQUITY PARTNERS FUND II(A), L.P. | DE | LEP ATRIA HOLDINGS, LLC | C | Control |
| LEE EQUITY PARTNERS FUND II(A), L.P. | DE | LEP ATRIA HOLDINGS, LLC | C | Control |
| LEE EQUITY PARTNERS FUND II(A), L.P. | DE | LEP ATRIA HOLDINGS, LLC | C | Control |
| LEE EQUITY PARTNERS FUND II(A), L.P. | DE | LEP ATRIA HOLDINGS, LLC | C | Control |
| LEE EQUITY PARTNERS FUND II(A), L.P. | DE | LEP ATRIA HOLDINGS, LLC | C | Control |
| LEE EQUITY PARTNERS FUND II(A), L.P. | DE | LEP ATRIA HOLDINGS, LLC | C | Control |
| LEE EQUITY PARTNERS FUND II(A), L.P. | DE | LEP ATRIA HOLDINGS, LLC | C | Control |
| LEE EQUITY PARTNERS FUND II(A), L.P. | DE | LEP ATRIA HOLDINGS, LLC | C | Control |
| LEE EQUITY PARTNERS FUND II(A), L.P. | DE | LEP ATRIA HOLDINGS, LLC | C | Control |
| LEE EQUITY PARTNERS FUND II(A), L.P. | DE | LEP ATRIA HOLDINGS, LLC | C | Control |
| LEE EQUITY PARTNERS FUND II(A), L.P. | DE | LEP ATRIA HOLDINGS, LLC | C | Control |
| LEE EQUITY PARTNERS FUND II(A), L.P. | DE | LEP ATRIA HOLDINGS, LLC | C | Control |
| LEE EQUITY PARTNERS FUND II(A), L.P. | DE | LEP ATRIA HOLDINGS, LLC | C | Control |
| LEE EQUITY PARTNERS FUND II(A), L.P. | DE | LEP ATRIA HOLDINGS, LLC | C | Control |
| LEE EQUITY PARTNERS FUND II(A), L.P. | DE | LEP ATRIA HOLDINGS, LLC | C | Control |
| LEE EQUITY PARTNERS FUND II(A), L.P. | DE | LEP ATRIA HOLDINGS, LLC | C | Control |
| LEE EQUITY PARTNERS FUND II(A), L.P. | DE | LEP ATRIA HOLDINGS, LLC | C | Control |
| LEE EQUITY PARTNERS FUND II(A), L.P. | DE | LEP ATRIA HOLDINGS, LLC | C | Control |
| LEE EQUITY PARTNERS FUND II(A), L.P. | DE | LEP ATRIA HOLDINGS, LLC | C | Control |
| LEE EQUITY PARTNERS FUND II(A), L.P. | DE | LEP ATRIA HOLDINGS, LLC | C | Control |
| LEE EQUITY PARTNERS FUND II(A), L.P. | DE | LEP ATRIA HOLDINGS, LLC | C | Control |
| LEE EQUITY PARTNERS FUND II(A), L.P. | DE | LEP ATRIA HOLDINGS, LLC | C | Control |
| LEE EQUITY PARTNERS FUND II, L.P. | DE | LEP ATRIA HOLDINGS, LLC | C | Control |
| LEE EQUITY PARTNERS FUND II, L.P. | DE | LEP ATRIA HOLDINGS, LLC | C | Control |
| LEE EQUITY PARTNERS FUND II, L.P. | DE | LEP ATRIA HOLDINGS, LLC | C | Control |
| LEE EQUITY PARTNERS FUND II, L.P. | DE | LEP ATRIA HOLDINGS, LLC | C | Control |
| LEE EQUITY PARTNERS FUND II, L.P. | DE | LEP ATRIA HOLDINGS, LLC | C | Control |
| LEE EQUITY PARTNERS FUND II, L.P. | DE | LEP ATRIA HOLDINGS, LLC | C | Control |
| LEE EQUITY PARTNERS FUND II, L.P. | DE | LEP ATRIA HOLDINGS, LLC | C | Control |
| LEE EQUITY PARTNERS FUND II, L.P. | DE | LEP ATRIA HOLDINGS, LLC | C | Control |
| LEE EQUITY PARTNERS FUND II, L.P. | DE | LEP ATRIA HOLDINGS, LLC | C | Control |
| LEE EQUITY PARTNERS FUND II, L.P. | DE | LEP ATRIA HOLDINGS, LLC | C | Control |
| LEE EQUITY PARTNERS FUND II, L.P. | DE | LEP ATRIA HOLDINGS, LLC | C | Control |
| LEE EQUITY PARTNERS FUND II, L.P. | DE | LEP ATRIA HOLDINGS, LLC | C | Control |
| LEE EQUITY PARTNERS FUND II, L.P. | DE | LEP ATRIA HOLDINGS, LLC | C | Control |
| LEE EQUITY PARTNERS FUND II, L.P. | DE | LEP ATRIA HOLDINGS, LLC | C | Control |
| LEE EQUITY PARTNERS FUND II, L.P. | DE | LEP ATRIA HOLDINGS, LLC | C | Control |
| LEE EQUITY PARTNERS FUND II, L.P. | DE | LEP ATRIA HOLDINGS, LLC | C | Control |
| LEP ATRIA HOLDINGS, LLC | DE | ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | C | Control |
| LEP ATRIA HOLDINGS, LLC | DE | ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | C | Control |
| LEP ATRIA HOLDINGS, LLC | DE | ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | C | Control |
| LEP ATRIA HOLDINGS, LLC | DE | ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | C | Control |
| LEP ATRIA HOLDINGS, LLC | DE | ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | C | Control |
| LEP ATRIA HOLDINGS, LLC | DE | ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | C | Control |
| LEP ATRIA HOLDINGS, LLC | DE | ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | C | Control |
| LEP ATRIA HOLDINGS, LLC | DE | ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | C | Control |
| LEP ATRIA HOLDINGS, LLC | DE | ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | C | Control |
| LEP ATRIA HOLDINGS, LLC | DE | ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | C | Control |
| LEP ATRIA HOLDINGS, LLC | DE | ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | C | Control |
| LEP ATRIA HOLDINGS, LLC | DE | ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | C | Control |
| LEP ATRIA HOLDINGS, LLC | DE | ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | C | Control |
| LEP ATRIA HOLDINGS, LLC | DE | ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | C | Control |
| LEP ATRIA HOLDINGS, LLC | DE | ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | C | Control |
| LEP ATRIA HOLDINGS, LLC | DE | ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | C | Control |
| LEP ATRIA HOLDINGS, LLC | DE | ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | C | Control |
| LEP ATRIA HOLDINGS, LLC | DE | ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | C | Control |
| LEP ATRIA HOLDINGS, LLC | DE | ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | C | Control |
| LEP ATRIA HOLDINGS, LLC | DE | ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | C | Control |
| LEP ATRIA HOLDINGS, LLC | DE | ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | C | Control |
| LEP ATRIA HOLDINGS, LLC | DE | ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | C | Control |
| LEP ATRIA HOLDINGS, LLC | DE | ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | C | Control |
| LEP ATRIA HOLDINGS, LLC | DE | ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | C | Control |
| LEP ATRIA HOLDINGS, LLC | DE | ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | C | Control |
| LEP ATRIA HOLDINGS, LLC | DE | ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | C | Control |
| LEP ATRIA HOLDINGS, LLC | DE | ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | C | Control |
| LEP ATRIA HOLDINGS, LLC | DE | ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | C | Control |
| LEP ATRIA HOLDINGS, LLC | DE | ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | C | Control |
| LEP ATRIA HOLDINGS, LLC | DE | ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | C | Control |
| LEP ATRIA HOLDINGS, LLC | DE | ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | C | Control |
| LEP ATRIA HOLDINGS, LLC | DE | ATRIA WEALTH SOLUTIONS HOLDINGS, LLC | C | Control |
Registrations
Federal
IA
Aug 8, 2025 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
10150 MEANLEY DRIVE1ST FLOOR
SAN DIEGO, CA 92131
United States
Phone: 800-686-4724