LEONETTI & ASSOCIATES, LLC
CRD #146851 SEC #801-69003 BUFFALO GROVE, IL 847-520-0999
SEC Registered
Total AUM
$712.6M
Discretionary
$712.6M
Employees
16
Clients
26
Accounts
1,006
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Illinois
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 28, 2018
- Branch Offices
- 0
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 | BOARD OF MANAGERS | NA | Control |
| BALL, GEORGE, LESTER | I | BOARD OF MANAGERS | NA | Control |
| BALL, GEORGE, LESTER | I | BOARD OF MANAGERS | NA | Control |
| BALL, GEORGE, LESTER | I | BOARD OF MANAGERS | NA | Control |
| BALL, GEORGE, LESTER | I | BOARD OF MANAGERS | NA | Control |
| CORNE, ROBERT, JEFFERY | I | VICE PRESIDENT AND SECRETARY AND BOARD OF MANAGERS | NA | Control |
| CORNE, ROBERT, JEFFERY | I | VICE PRESIDENT AND SECRETARY AND BOARD OF MANAGERS | NA | Control |
| CORNE, ROBERT, JEFFERY | I | VICE PRESIDENT AND SECRETARY AND BOARD OF MANAGERS | NA | Control |
| CORNE, ROBERT, JEFFERY | I | VICE PRESIDENT AND SECRETARY AND BOARD OF MANAGERS | NA | Control |
| CORNE, ROBERT, JEFFERY | I | VICE PRESIDENT AND SECRETARY AND BOARD OF MANAGERS | NA | Control |
| CORNE, ROBERT, JEFFERY | I | VICE PRESIDENT AND SECRETARY AND BOARD OF MANAGERS | NA | Control |
| CORNE, ROBERT, JEFFERY | I | VICE PRESIDENT AND SECRETARY AND BOARD OF MANAGERS | NA | Control |
| DEEM, HOLLY, DAY | I | BOARD OF MANAGERS | NA | Control |
| DEEM, HOLLY, DAY | I | BOARD OF MANAGERS | NA | Control |
| FELDMAN, DEBORAH, LYNN | I | PRESIDENT AND MANAGER | NA | Control |
| FELDMAN, DEBORAH, LYNN | I | PRESIDENT AND MANAGER | NA | Control |
| FELDMAN, DEBORAH, LYNN | I | PRESIDENT AND MANAGER | NA | Control |
| FELDMAN, DEBORAH, LYNN | I | PRESIDENT AND MANAGER | NA | Control |
| FELDMAN, DEBORAH, LYNN | I | PRESIDENT | NA | Control |
| FELDMAN, DEBORAH, LYNN | I | PRESIDENT AND MANAGER | NA | Control |
| FELDMAN, DEBORAH, LYNN | I | PRESIDENT AND MANAGER | NA | Control |
| FELDMAN, DEBORAH, LYNN | I | PRESIDENT AND MANAGER | NA | Control |
| FELDMAN, DEBORAH, LYNN | I | PRESIDENT AND MANAGER | NA | Control |
| FELDMAN, DEBORAH, LYNN | I | PRESIDENT AND MANAGER | NA | Control |
| FELDMAN, DEBORAH, LYNN | I | PRESIDENT AND MANAGER | NA | Control |
| FELDMAN, DEBORAH, LYNN | I | PRESIDENT AND MANAGER | NA | Control |
| FELDMAN, DEBORAH, LYNN | I | PRESIDENT AND MANAGER | NA | Control |
| FELDMAN, DEBORAH, LYNN | I | PRESIDENT AND MANAGER | NA | Control |
| FELDMAN, DEBORAH, LYNN | I | PRESIDENT AND MANAGER | NA | Control |
| FELDMAN, DEBORAH, LYNN | I | PRESIDENT AND MANAGER | NA | Control |
| FELDMAN, DEBORAH, LYNN | I | PRESIDENT AND MANAGER | NA | Control |
| FELDMAN, DEBORAH, LYNN | I | PRESIDENT AND MANAGER | NA | Control |
| FELDMAN, DEBORAH, LYNN | I | PRESIDENT AND BOARD OF MANAGERS | NA | Control |
| FELDMAN, DEBORAH, LYNN | I | PRESIDENT AND MANAGER | NA | Control |
| FELDMAN, DEBORAH, LYNN | I | PRESIDENT AND MANAGER | NA | Control |
| FELDMAN, DEBORAH, LYNN | I | PRESIDENT AND MANAGER | NA | Control |
| FELDMAN, DEBORAH, LYNN | I | PRESIDENT AND BOARD OF MANAGERS | NA | Control |
| FELDMAN, DEBORAH, LYNN | I | PRESIDENT AND BOARD OF MANAGERS | NA | Control |
| FELDMAN, DEBORAH, LYNN | I | PRESIDENT AND BOARD OF MANAGERS | NA | Control |
| FELDMAN, DEBORAH, LYNN | I | PRESIDENT AND BOARD OF MANAGERS | NA | Control |
| FELDMAN, DEBORAH, LYNN | I | PRESIDENT AND BOARD OF MANAGERS | NA | Control |
| FELDMAN, DEBORAH, LYNN | I | PRESIDENT AND BOARD OF MANAGERS | NA | Control |
| FELDMAN, DEBORAH, LYNN | I | PRESIDENT AND BOARD OF MANAGERS | NA | Control |
| LEONETTI, MICHAEL, EDWARD | I | CHIEF EXECUTIVE OFFICER AND MANAGER | NA | Control |
| LEONETTI, MICHAEL, EDWARD | I | CHIEF EXECUTIVE OFFICER AND MANAGER | NA | Control |
| LEONETTI, MICHAEL, EDWARD | I | CHIEF EXECUTIVE OFFICER AND MANAGER | NA | Control |
| LEONETTI, MICHAEL, EDWARD | I | CHIEF EXECUTIVE OFFICER AND MANAGER | NA | Control |
| LEONETTI, MICHAEL, EDWARD | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| LEONETTI, MICHAEL, EDWARD | I | CHIEF EXECUTIVE OFFICER AND MANAGER | NA | Control |
| LEONETTI, MICHAEL, EDWARD | I | CHIEF EXECUTIVE OFFICER AND MANAGER | NA | Control |
| LEONETTI, MICHAEL, EDWARD | I | CHIEF EXECUTIVE OFFICER AND MANAGER | NA | Control |
| LEONETTI, MICHAEL, EDWARD | I | CHIEF EXECUTIVE OFFICER AND MANAGER | NA | Control |
| LEONETTI, MICHAEL, EDWARD | I | CHIEF EXECUTIVE OFFICER AND MANAGER | NA | Control |
| LEONETTI, MICHAEL, EDWARD | I | CHIEF EXECUTIVE OFFICER AND MANAGER | NA | Control |
| LEONETTI, MICHAEL, EDWARD | I | CHIEF EXECUTIVE OFFICER AND MANAGER | NA | Control |
| LEONETTI, MICHAEL, EDWARD | I | CHIEF EXECUTIVE OFFICER AND MANAGER | NA | Control |
| LEONETTI, MICHAEL, EDWARD | I | CHIEF EXECUTIVE OFFICER AND MANAGER | NA | Control |
| LEONETTI, MICHAEL, EDWARD | I | CHIEF EXECUTIVE OFFICER AND MANAGER | NA | Control |
| LEONETTI, MICHAEL, EDWARD | I | CHIEF EXECUTIVE OFFICER AND MANAGER | NA | Control |
| LEONETTI, MICHAEL, EDWARD | I | CHIEF EXECUTIVE OFFICER AND MANAGER | NA | Control |
| LEONETTI, MICHAEL, EDWARD | I | CHIEF EXECUTIVE OFFICER AND BOARD OF MANAGERS | NA | Control |
| LEONETTI, MICHAEL, EDWARD | I | CHIEF EXECUTIVE OFFICER AND MANAGER | NA | Control |
| LEONETTI, MICHAEL, EDWARD | I | CHIEF EXECUTIVE OFFICER AND MANAGER | NA | Control |
| LEONETTI, MICHAEL, EDWARD | I | CHIEF EXECUTIVE OFFICER AND MANAGER | NA | Control |
| LEONETTI, MICHAEL, EDWARD | I | CHIEF EXECUTIVE OFFICER AND BOARD OF MANAGERS | NA | Control |
| LEONETTI, MICHAEL, EDWARD | I | CHIEF EXECUTIVE OFFICER AND BOARD OF MANAGERS | NA | Control |
| LEONETTI, MICHAEL, EDWARD | I | CHIEF EXECUTIVE OFFICER AND BOARD OF MANAGERS | NA | Control |
| LEONETTI, MICHAEL, EDWARD | I | CHIEF EXECUTIVE OFFICER AND BOARD OF MANAGERS | NA | Control |
| LEONETTI, MICHAEL, EDWARD | I | CHIEF EXECUTIVE OFFICER AND BOARD OF MANAGERS | NA | Control |
| LEONETTI, MICHAEL, EDWARD | I | CHIEF EXECUTIVE OFFICER AND BOARD OF MANAGERS | NA | Control |
| LEONETTI, MICHAEL, EDWARD | I | CHIEF EXECUTIVE OFFICER AND BOARD OF MANAGERS | NA | Control |
| OBRIEN, JOHN, RALPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| OBRIEN, JOHN, RALPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| OBRIEN, JOHN, RALPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| OBRIEN, JOHN, RALPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| OBRIEN, JOHN, RALPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| OBRIEN, JOHN, RALPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| OBRIEN, JOHN, RALPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| OBRIEN, JOHN, RALPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| OBRIEN, JOHN, RALPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| OBRIEN, JOHN, RALPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| OBRIEN, JOHN, RALPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| OBRIEN, JOHN, RALPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| OBRIEN, JOHN, RALPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| OBRIEN, JOHN, RALPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| OBRIEN, JOHN, RALPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| OBRIEN, JOHN, RALPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| OBRIEN, JOHN, RALPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| OBRIEN, JOHN, RALPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| OBRIEN, JOHN, RALPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| OBRIEN, JOHN, RALPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| OBRIEN, JOHN, RALPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| OBRIEN, JOHN, RALPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| OBRIEN, JOHN, RALPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| OBRIEN, JOHN, RALPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| OBRIEN, JOHN, RALPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| OBRIEN, JOHN, RALPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| OBRIEN, JOHN, RALPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| OBRIEN, JOHN, RALPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| OBRIEN, JOHN, RALPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| PAGLIUCO, ROBERT, STEVEN | I | EXECUTIVE VICE PRESIDENT AND TREASURER | NA | Control |
| PAGLIUCO, ROBERT, STEVEN | I | EXECUTIVE VICE PRESIDENT AND TREASURER | NA | Control |
| PAGLIUCO, ROBERT, STEVEN | I | EXECUTIVE VICE PRESIDENT AND TREASURER | NA | Control |
| PAGLIUCO, ROBERT, STEVEN | I | EXECUTIVE VICE PRESIDENT AND TREASURER | NA | Control |
| PAGLIUCO, ROBERT, STEVEN | I | EXECUTIVE VICE PRESIDENT AND TREASURER | NA | Control |
| PAGLIUCO, ROBERT, STEVEN | I | EXECUTIVE VICE PRESIDENT AND TREASURER | NA | Control |
| THE EDELMAN FINANCIAL GROUP INC. | DE | MEMBER | E | Control |
| THE EDELMAN FINANCIAL GROUP INC. | DE | MEMBER | E | Control |
| WT ACQUISITION, LLC | DE | OWNER | E | Control |
| WT ACQUISITION, LLC | DE | OWNER | E | Control |
| PINNACLE SUMMER INVESTMENTS, INC. | DE | MEMBER | D | Control |
| PINNACLE SUMMER INVESTMENTS, INC. | DE | MEMBER | D | Control |
| PINNACLE SUMMER INVESTMENTS, INC. | DE | MEMBER | D | Control |
| SANDERS MORRIS HARRIS GROUP INC. | DE | MEMBER | D | Control |
| SANDERS MORRIS HARRIS GROUP INC. | DE | MEMBER | D | Control |
| SANDERS MORRIS HARRIS GROUP INC. | DE | SHAREHOLDER | D | Control |
| SUMMER WEALTH MANAGEMENT, LLC | DE | MEMBER | D | Control |
| SUMMER WEALTH MANAGEMENT, LLC | DE | MEMBER | D | Control |
| SUMMER WEALTH MANAGEMENT, LLC | DE | MEMBER | D | Control |
| SUMMER WEALTH MANAGEMENT, LLC | DE | MEMBER | D | Control |
| SUMMER WEALTH MANAGEMENT, LLC | DE | MEMBER | D | Control |
| SUMMER WEALTH MANAGEMENT, LLC | DE | MEMBER | D | Control |
| SUMMER WEALTH MANAGEMENT, LLC | DE | MEMBER | D | Control |
| THE EDELMAN FINANCIAL GROUP INC. | DE | MEMBER | D | Control |
| THE EDELMAN FINANCIAL GROUP INC. | DE | MEMBER | D | Control |
| THE EDELMAN FINANCIAL GROUP INC. | DE | MEMBER | D | Control |
| THE EDELMAN FINANCIAL GROUP INC. | DE | MEMBER | D | Control |
| THE EDELMAN FINANCIAL GROUP INC. | DE | MEMBER | D | Control |
| THE EDELMAN FINANCIAL GROUP INC. | DE | MEMBER | D | Control |
| THE EDELMAN FINANCIAL GROUP INC. | DE | MEMBER | D | Control |
| THE EDELMAN FINANCIAL GROUP INC. | DE | MEMBER | D | Control |
| LEONETTI & ASSOCIATES INC | DE | MEMBER | C | Control |
| LEONETTI & ASSOCIATES INC | DE | MEMBER | C | Control |
| LEONETTI & ASSOCIATES INC | DE | MEMBER | C | Control |
| LEONETTI & ASSOCIATES INC | DE | MEMBER | C | Control |
| LEONETTI & ASSOCIATES INC | DE | SHAREHOLDER | C | Control |
| LEONETTI & ASSOCIATES INC | DE | MEMBER | C | Control |
| LEONETTI & ASSOCIATES INC | DE | MEMBER | C | Control |
| LEONETTI & ASSOCIATES INC | DE | MEMBER | C | Control |
| SUMMER HOLDINGS I, LLC | DE | MEMBER | C | Control |
| SUMMER HOLDINGS I, LLC | DE | MEMBER | C | Control |
| SUMMER HOLDINGS I, LLC | DE | MEMBER | C | Control |
| SUMMER HOLDINGS I, LLC | DE | MEMBER | C | Control |
| SUMMER HOLDINGS I, LLC | DE | MEMBER | C | Control |
| SUMMER HOLDINGS I, LLC | DE | MEMBER | C | Control |
| SUMMER HOLDINGS I, LLC | DE | MEMBER | C | Control |
| LEONETTI & ASSOCIATES INC | DE | MEMBER | B | |
| LEONETTI & ASSOCIATES INC | DE | MEMBER | B | |
| LEONETTI & ASSOCIATES INC | DE | MEMBER | B | |
| LEONETTI & ASSOCIATES INC | DE | MEMBER | B | |
| LEONETTI & ASSOCIATES INC | DE | MEMBER | B | |
| LEONETTI & ASSOCIATES INC | DE | MEMBER | B | |
| LEONETTI & ASSOCIATES INC | DE | MEMBER | B | |
| LEONETTI, MICHAEL, EDWARD | I | MEMBER AND TRUSTEE OF THE MICHAEL E. LEONETTI SECOND RESTATEMENT OF TRUST DATED JULY 25, 2013 | B | |
| LEONETTI, MICHAEL, EDWARD | I | MEMBER AND TRUSTEE OF THE MICHAEL E. LEONETTI SECOND RESTATEMENT OF TRUST DATED JULY 25, 2013 | B | |
| LEONETTI, MICHAEL, EDWARD | I | CHIEF EXECUTIVE OFFICER, MANAGER AND MEMBER | B | Control |
| LEONETTI, MICHAEL, EDWARD | I | MEMBER AND TRUSTEE OF THE MICHAEL E. LEONETTI SECOND RESTATEMENT OF TRUST DATED JULY 25, 2013 | B | |
| LEONETTI, MICHAEL, EDWARD | I | MEMBER AND TRUSTEE OF THE MICHAEL E. LEONETTI SECOND RESTATEMENT OF TRUST DATED JULY 25, 2013 | B | |
| LEONETTI, MICHAEL, EDWARD | I | MEMBER AND TRUSTEE OF THE MICHAEL E. LEONETTI SECOND RESTATEMENT OF TRUST DATED JULY 25, 2013 | B | |
| LEONETTI, MICHAEL, EDWARD | I | MEMBER AND TRUSTEE OF THE MICHAEL E. LEONETTI SECOND RESTATEMENT OF TRUST DATED JULY 25, 2013 | B | |
| LEONETTI, MICHAEL, EDWARD | I | MEMBER AND TRUSTEE OF THE MICHAEL E. LEONETTI SECOND RESTATEMENT OF TRUST DATED JULY 25, 2013 | B | |
| LEONETTI, MICHAEL, EDWARD | I | MEMBER AND TRUSTEE OF THE MICHAEL E. LEONETTI SECOND RESTATEMENT OF TRUST DATED JULY 25, 2013 | B | |
| LEONETTI, MICHAEL, EDWARD | I | MEMBER AND TRUSTEE OF THE MICHAEL E. LEONETTI SECOND RESTATEMENT OF TRUST DATED JULY 25, 2013 | B | |
| LEONETTI, MICHAEL, EDWARD | I | MEMBER AND TRUSTEE OF THE MICHAEL E. LEONETTI SECOND RESTATEMENT OF TRUST DATED JULY 25, 2013 | B | |
| LEONETTI, MICHAEL, EDWARD | I | MEMBER AND TRUSTEE OF THE MICHAEL E. LEONETTI SECOND RESTATEMENT OF TRUST DATED JULY 25, 2013 | B | |
| LEONETTI, MICHAEL, EDWARD | I | MEMBER AND TRUSTEE OF THE MICHAEL E. LEONETTI SECOND RESTATEMENT OF TRUST DATED JULY 25, 2013 | B | |
| LEONETTI, MICHAEL, EDWARD | I | MEMBER AND TRUSTEE OF THE MICHAEL E. LEONETTI SECOND RESTATEMENT OF TRUST DATED JULY 25, 2013 | B |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| AWP GP LLC | DE | AWP I LP | F | Control |
| AWP GP LLC | DE | AWP I LP | F | Control |
| AWP GP LLC | DE | AWP I LP | F | Control |
| AWP GP LLC | DE | AWP I LP | F | Control |
| AWP GP LLC | DE | AWP I LP | F | Control |
| AWP GP LLC | DE | AWP I LP | F | Control |
| BALL, GEORGE, LESTER | I | SUMMER WEALTH MANAGEMENT, LLC | F | Control |
| BALL, GEORGE, LESTER | I | AWP GP LLC | F | Control |
| BALL, GEORGE, LESTER | I | THE EDELMAN FINANCIAL GROUP INC. | F | Control |
| BALL, GEORGE, LESTER | I | LEE SUMMER GP, LLC | F | Control |
| BALL, GEORGE, LESTER | I | PINNACLE SUMMER INVESTMENTS, INC. | F | Control |
| BALL, GEORGE, LESTER | I | LEE SUMMER GP, LLC | F | Control |
| BALL, GEORGE, LESTER | I | PINNACLE SUMMER INVESTMENTS, INC. | F | Control |
| BALL, GEORGE, LESTER | I | LEE SUMMER GP, LLC | F | Control |
| BALL, GEORGE, LESTER | I | THE EDELMAN FINANCIAL GROUP INC. | F | Control |
| BALL, GEORGE, LESTER | I | LEE SUMMER GP, LLC | F | Control |
| BALL, GEORGE, LESTER | I | SUMMER HOLDINGS I, LLC | F | Control |
| BALL, GEORGE, LESTER | I | LEE SUMMER GP, LLC | F | Control |
| BALL, GEORGE, LESTER | I | SUMMER WEALTH MANAGEMENT, LLC | F | Control |
| BALL, GEORGE, LESTER | I | PINNACLE SUMMER INVESTMENTS, INC. | F | Control |
| BALL, GEORGE, LESTER | I | LEE SUMMER GP, LLC | F | Control |
| BALL, GEORGE, LESTER | I | THE EDELMAN FINANCIAL GROUP INC. | F | Control |
| BALL, GEORGE, LESTER | I | LEE SUMMER GP, LLC | F | Control |
| BALL, GEORGE, LESTER | I | THE EDELMAN FINANCIAL GROUP INC. | F | Control |
| BALL, GEORGE, LESTER | I | LEE SUMMER GP, LLC | F | Control |
| BALL, GEORGE, LESTER | I | THE EDELMAN FINANCIAL GROUP INC. | F | Control |
| BALL, GEORGE, LESTER | I | LEE SUMMER GP, LLC | F | Control |
| BALL, GEORGE, LESTER | I | AWP GP LLC | F | Control |
| BALL, GEORGE, LESTER | I | SUMMER WEALTH MANAGEMENT, LLC | F | Control |
| BALL, GEORGE, LESTER | I | SUMMER WEALTH MANAGEMENT, LLC | F | Control |
| BALL, GEORGE, LESTER | I | AWP GP LLC | F | Control |
| BALL, GEORGE, LESTER | I | SUMMER WEALTH MANAGEMENT, LLC | F | Control |
| BALL, GEORGE, LESTER | I | AWP GP LLC | F | Control |
| BALL, GEORGE, LESTER | I | AWP GP LLC | F | Control |
| BALL, GEORGE, LESTER | I | SUMMER WEALTH MANAGEMENT, LLC | F | Control |
| BALL, GEORGE, LESTER | I | AWP GP LLC | F | Control |
| BALL, GEORGE, LESTER | I | SUMMER WEALTH MANAGEMENT, LLC | F | Control |
| CHAZE, RENE, EMILE | I | SUMMER WEALTH MANAGEMENT, LLC | F | Control |
| CHAZE, RENE, EMILE | I | SUMMER WEALTH MANAGEMENT, LLC | F | Control |
| CHAZE, RENE, EMILE | I | SUMMER WEALTH MANAGEMENT, LLC | F | Control |
| CHAZE, RENE, EMILE | I | SUMMER WEALTH MANAGEMENT, LLC | F | Control |
| CHAZE, RENE, EMILE | I | SUMMER WEALTH MANAGEMENT, LLC | F | Control |
| CHAZE, RENE, EMILE | I | SUMMER WEALTH MANAGEMENT, LLC | F | Control |
| CHAZE, RENE, EMILE | I | SUMMER WEALTH MANAGEMENT, LLC | F | Control |
| DEEM, HOLLY, DAY | I | AWP GP LLC | F | Control |
| DEEM, HOLLY, DAY | I | AWP GP LLC | F | Control |
| DEEM, HOLLY, DAY | I | AWP GP LLC | F | Control |
| DEEM, HOLLY, DAY | I | AWP GP LLC | F | Control |
| DEEM, HOLLY, DAY | I | AWP GP LLC | F | Control |
| DEEM, HOLLY, DAY | I | AWP GP LLC | F | Control |
| EDELMAN, FREDRIC, MARK | I | THE EDELMAN FINANCIAL GROUP INC. | F | Control |
| EDELMAN, FREDRIC, MARK | I | LEE SUMMER GP, LLC | F | Control |
| EDELMAN, FREDRIC, MARK | I | PINNACLE SUMMER INVESTMENTS, INC. | F | Control |
| EDELMAN, FREDRIC, MARK | I | LEE SUMMER GP, LLC | F | Control |
| EDELMAN, FREDRIC, MARK | I | PINNACLE SUMMER INVESTMENTS, INC. | F | Control |
| EDELMAN, FREDRIC, MARK | I | LEE SUMMER GP, LLC | F | Control |
| EDELMAN, FREDRIC, MARK | I | THE EDELMAN FINANCIAL GROUP INC. | 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 | PINNACLE SUMMER INVESTMENTS, INC. | F | Control |
| EDELMAN, FREDRIC, MARK | I | LEE SUMMER GP, LLC | F | Control |
| EDELMAN, FREDRIC, MARK | I | THE EDELMAN FINANCIAL GROUP INC. | F | Control |
| EDELMAN, FREDRIC, MARK | I | LEE SUMMER GP, LLC | F | Control |
| EDELMAN, FREDRIC, MARK | I | THE EDELMAN FINANCIAL GROUP INC. | F | Control |
| EDELMAN, FREDRIC, MARK | I | LEE SUMMER GP, LLC | F | Control |
| EDELMAN, FREDRIC, MARK | I | THE EDELMAN FINANCIAL GROUP INC. | F | Control |
| EDELMAN, FREDRIC, MARK | I | LEE SUMMER GP, LLC | F | Control |
| GORMLEY, MARK, KEVIN | I | AWP GP LLC | F | Control |
| GORMLEY, MARK, KEVIN | I | THE EDELMAN FINANCIAL GROUP INC. | F | Control |
| GORMLEY, MARK, KEVIN | I | LEE SUMMER GP, LLC | F | Control |
| GORMLEY, MARK, KEVIN | I | PINNACLE SUMMER INVESTMENTS, INC. | F | Control |
| GORMLEY, MARK, KEVIN | I | LEE SUMMER GP, LLC | F | Control |
| GORMLEY, MARK, KEVIN | I | PINNACLE SUMMER INVESTMENTS, INC. | F | Control |
| GORMLEY, MARK, KEVIN | I | LEE SUMMER GP, LLC | F | Control |
| GORMLEY, MARK, KEVIN | I | THE EDELMAN FINANCIAL GROUP INC. | 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 EQUITY PARTNERS GP, LLC | F | Control |
| GORMLEY, MARK, KEVIN | I | PINNACLE SUMMER INVESTMENTS, INC. | F | Control |
| GORMLEY, MARK, KEVIN | I | LEE SUMMER GP, LLC | F | Control |
| GORMLEY, MARK, KEVIN | I | THE EDELMAN FINANCIAL GROUP INC. | F | Control |
| GORMLEY, MARK, KEVIN | I | LEE SUMMER GP, LLC | F | Control |
| GORMLEY, MARK, KEVIN | I | THE EDELMAN FINANCIAL GROUP INC. | F | Control |
| GORMLEY, MARK, KEVIN | I | LEE SUMMER GP, LLC | F | Control |
| GORMLEY, MARK, KEVIN | I | THE EDELMAN FINANCIAL GROUP INC. | F | Control |
| GORMLEY, MARK, KEVIN | I | LEE SUMMER GP, LLC | F | Control |
| GORMLEY, MARK, KEVIN | I | AWP GP LLC | F | Control |
| GORMLEY, MARK, KEVIN | I | AWP GP LLC | F | Control |
| GORMLEY, MARK, KEVIN | I | AWP GP LLC | F | Control |
| GORMLEY, MARK, KEVIN | I | AWP GP LLC | F | Control |
| GORMLEY, MARK, KEVIN | I | AWP GP LLC | F | Control |
| HOCHBERG, BENJAMIN | I | THE EDELMAN FINANCIAL GROUP INC. | F | Control |
| HOCHBERG, BENJAMIN | I | LEE SUMMER GP, LLC | F | Control |
| HOCHBERG, BENJAMIN | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| HOCHBERG, BENJAMIN | I | LEE SUMMER GP, LLC | F | Control |
| HOCHBERG, BENJAMIN | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| HOCHBERG, BENJAMIN | I | LEE SUMMER GP, LLC | F | Control |
| HOCHBERG, BENJAMIN | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| HOCHBERG, BENJAMIN | I | THE EDELMAN FINANCIAL GROUP INC. | F | Control |
| HOCHBERG, BENJAMIN | I | LEE SUMMER GP, LLC | F | Control |
| HOCHBERG, BENJAMIN | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| HOCHBERG, BENJAMIN | I | LEE SUMMER GP, LLC | F | Control |
| HOCHBERG, BENJAMIN | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| HOCHBERG, BENJAMIN | I | THE EDELMAN FINANCIAL GROUP INC. | F | Control |
| HOCHBERG, BENJAMIN | I | LEE SUMMER GP, LLC | F | Control |
| HOCHBERG, BENJAMIN | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| HOCHBERG, BENJAMIN | I | THE EDELMAN FINANCIAL GROUP INC. | F | Control |
| HOCHBERG, BENJAMIN | I | LEE SUMMER GP, LLC | F | Control |
| HOCHBERG, BENJAMIN | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| HOCHBERG, BENJAMIN | I | THE EDELMAN FINANCIAL GROUP INC. | F | Control |
| HOCHBERG, BENJAMIN | I | LEE SUMMER GP, LLC | F | Control |
| HOCHBERG, BENJAMIN | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| HOCHBERG, BENJAMIN, ALEXIS | I | PINNACLE SUMMER INVESTMENTS, INC. | F | Control |
| HOCHBERG, BENJAMIN, ALEXIS | I | PINNACLE SUMMER INVESTMENTS, INC. | 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 | PINNACLE SUMMER INVESTMENTS, INC. | 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 REALIZATION FUND GP, LLC | DE | LEE EQUITY PARTNERS REALIZATION FUND SUMMER AIV, L.P. | F | Control |
| LEE EQUITY PARTNERS REALIZATION FUND GP, LLC | DE | LEP REALIZATION FEEDER, L.P. | F | Control |
| LEE EQUITY PARTNERS REALIZATION FUND GP, LLC | DE | LEP REALIZATION FEEDER, L.P. | F | Control |
| LEE EQUITY PARTNERS REALIZATION FUND GP, LLC | DE | LEE EQUITY PARTNERS REALIZATION FUND SUMMER AIV, L.P. | F | Control |
| LEE EQUITY PARTNERS REALIZATION FUND GP, LLC | DE | LEE EQUITY PARTNERS REALIZATION FUND SUMMER AIV, L.P. | F | Control |
| LEE EQUITY PARTNERS REALIZATION FUND GP, LLC | DE | LEP REALIZATION FEEDER, L.P. | F | Control |
| LEE EQUITY PARTNERS, LLC | DE | LEP SUMMER HOLDINGS, LLC | F | Control |
| LEE EQUITY PARTNERS, LLC | DE | LEE SUMMER HOLDINGS, LLC | F | Control |
| LEE EQUITY PARTNERS, LLC | DE | LEE SUMMER HOLDINGS, LLC | F | Control |
| LEE EQUITY PARTNERS, LLC | DE | LEE SUMMER HOLDINGS, LLC | F | Control |
| LEE EQUITY PARTNERS, LLC | DE | LEE SUMMER HOLDINGS, LLC | F | Control |
| LEE EQUITY PARTNERS, LLC | DE | LEP SUMMER HOLDINGS, LLC | F | Control |
| LEE EQUITY PARTNERS, LLC | DE | LEE SUMMER HOLDINGS, LLC | F | Control |
| LEE EQUITY PARTNERS, LLC | DE | LEE SUMMER HOLDINGS, LLC | F | Control |
| LEE EQUITY PARTNERS, LLC | DE | LEE SUMMER HOLDINGS, LLC | F | Control |
| LEE EQUITY PARTNERS, LLC | DE | LEE SUMMER HOLDINGS, LLC | F | Control |
| LEE EQUITY PARTNERS, LLC | DE | LEP SUMMER HOLDINGS, LLC | F | Control |
| LEE EQUITY PARTNERS, LLC | DE | LEP SUMMER HOLDINGS, LLC | F | Control |
| LEE EQUITY PARTNERS, LLC | DE | LEP SUMMER HOLDINGS, LLC | F | Control |
| LEE EQUITY PARTNERS, LLC | DE | LEP SUMMER HOLDINGS, LLC | F | Control |
| LEE EQUITY PARTNERS, LLC | DE | LEP SUMMER HOLDINGS, LLC | F | Control |
| LEE SUMMER GP, LLC | DE | LEE SUMMER LP | F | Control |
| LEE SUMMER GP, LLC | DE | LEE SUMMER LP | F | Control |
| LEE SUMMER GP, LLC | DE | LEE SUMMER LP | F | Control |
| LEE SUMMER GP, LLC | DE | LEE SUMMER LP | F | Control |
| LEE SUMMER GP, LLC | DE | LEE SUMMER LP | F | Control |
| LEE SUMMER GP, LLC | DE | LEE SUMMER LP | F | Control |
| LEE SUMMER GP, LLC | DE | LEE SUMMER LP | F | Control |
| LEE SUMMER GP, LLC | DE | LEE SUMMER LP | F | Control |
| LEE SUMMER GP, LLC | DE | LEE SUMMER LP | F | Control |
| LEE, THOMAS, HASKELL | I | THE EDELMAN FINANCIAL GROUP INC. | F | Control |
| LEE, THOMAS, HASKELL | I | LEE SUMMER GP, LLC | F | Control |
| LEE, THOMAS, HASKELL | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| LEE, THOMAS, HASKELL | I | PINNACLE SUMMER INVESTMENTS, INC. | F | Control |
| LEE, THOMAS, HASKELL | I | LEE SUMMER GP, LLC | F | Control |
| LEE, THOMAS, HASKELL | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| LEE, THOMAS, HASKELL | I | PINNACLE SUMMER INVESTMENTS, INC. | F | Control |
| LEE, THOMAS, HASKELL | I | LEE SUMMER GP, LLC | F | Control |
| LEE, THOMAS, HASKELL | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| LEE, THOMAS, HASKELL | I | THE EDELMAN FINANCIAL GROUP INC. | F | Control |
| LEE, THOMAS, HASKELL | I | LEE SUMMER GP, LLC | F | Control |
| LEE, THOMAS, HASKELL | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| LEE, THOMAS, HASKELL | I | SUMMER HOLDINGS I, 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 | PINNACLE SUMMER INVESTMENTS, INC. | F | Control |
| LEE, THOMAS, HASKELL | I | LEE SUMMER GP, LLC | F | Control |
| LEE, THOMAS, HASKELL | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| LEE, THOMAS, HASKELL | I | THE EDELMAN FINANCIAL GROUP INC. | F | Control |
| LEE, THOMAS, HASKELL | I | LEE SUMMER GP, LLC | F | Control |
| LEE, THOMAS, HASKELL | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| LEE, THOMAS, HASKELL | I | THE EDELMAN FINANCIAL GROUP INC. | F | Control |
| LEE, THOMAS, HASKELL | I | LEE SUMMER GP, LLC | F | Control |
| LEE, THOMAS, HASKELL | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| LEE, THOMAS, HASKELL | I | THE EDELMAN FINANCIAL GROUP INC. | F | Control |
| LEE, THOMAS, HASKELL | I | LEE SUMMER GP, LLC | F | Control |
| LEE, THOMAS, HASKELL | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| MCMAKEN, BRUCE, ROBERT | I | AWP GP LLC | F | Control |
| MCMAKEN, BRUCE, ROBERT | I | AWP GP LLC | F | Control |
| MCMAKEN, BRUCE, ROBERT | I | AWP GP LLC | F | Control |
| MOORE, EDWARD, PHILIP | I | SUMMER WEALTH MANAGEMENT, LLC | F | Control |
| MOORE, EDWARD, PHILIP | I | AWP GP LLC | F | Control |
| MOORE, EDWARD, PHILIP | I | THE EDELMAN FINANCIAL GROUP INC. | F | Control |
| MOORE, EDWARD, PHILIP | I | LEE SUMMER GP, LLC | F | Control |
| MOORE, EDWARD, PHILIP | I | PINNACLE SUMMER INVESTMENTS, INC. | F | Control |
| MOORE, EDWARD, PHILIP | I | LEE SUMMER GP, LLC | F | Control |
| MOORE, EDWARD, PHILIP | I | PINNACLE SUMMER INVESTMENTS, INC. | F | Control |
| MOORE, EDWARD, PHILIP | I | LEE SUMMER GP, LLC | F | Control |
| MOORE, EDWARD, PHILIP | I | THE EDELMAN FINANCIAL GROUP INC. | 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 WEALTH MANAGEMENT, LLC | F | Control |
| MOORE, EDWARD, PHILIP | I | PINNACLE SUMMER INVESTMENTS, INC. | F | Control |
| MOORE, EDWARD, PHILIP | I | LEE SUMMER GP, LLC | F | Control |
| MOORE, EDWARD, PHILIP | I | THE EDELMAN FINANCIAL GROUP INC. | F | Control |
| MOORE, EDWARD, PHILIP | I | LEE SUMMER GP, LLC | F | Control |
| MOORE, EDWARD, PHILIP | I | THE EDELMAN FINANCIAL GROUP INC. | F | Control |
| MOORE, EDWARD, PHILIP | I | LEE SUMMER GP, LLC | F | Control |
| MOORE, EDWARD, PHILIP | I | THE EDELMAN FINANCIAL GROUP INC. | F | Control |
| MOORE, EDWARD, PHILIP | I | LEE SUMMER GP, LLC | F | Control |
| MOORE, EDWARD, PHILIP | I | SUMMER WEALTH MANAGEMENT, LLC | F | Control |
| MOORE, EDWARD, PHILIP | I | SUMMER WEALTH MANAGEMENT, LLC | F | Control |
| MOORE, EDWARD, PHILIP | I | AWP GP LLC | F | Control |
| MOORE, EDWARD, PHILIP | I | SUMMER WEALTH MANAGEMENT, LLC | F | Control |
| MOORE, EDWARD, PHILIP | I | AWP GP LLC | F | Control |
| MOORE, EDWARD, PHILIP | I | SUMMER WEALTH MANAGEMENT, LLC | F | Control |
| MOORE, EDWARD, PHILIP | I | SUMMER WEALTH MANAGEMENT, LLC | F | Control |
| MORRISON, DAVID | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| MORRISON, DAVID | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| MORRISON, DAVID | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| MORRISON, DAVID | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| MORRISON, DAVID | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| MORRISON, DAVID | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| MORRISON, DAVID | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| MORRISON, DAVID | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| MORRISON, DAVID, JOSEPH | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| ROAME, CHARLES, MICHAEL | I | PINNACLE SUMMER INVESTMENTS, INC. | F | Control |
| ROAME, CHARLES, MICHAEL | I | LEE SUMMER GP, LLC | F | Control |
| ROAME, CHARLES, MICHAEL | I | PINNACLE SUMMER INVESTMENTS, INC. | F | Control |
| ROAME, CHARLES, MICHAEL | I | LEE SUMMER GP, LLC | F | Control |
| ROAME, CHARLES, MICHAEL | I | SUMMER HOLDINGS I, LLC | F | Control |
| ROAME, CHARLES, MICHAEL | I | LEE SUMMER GP, LLC | F | Control |
| ROAME, CHARLES, MICHAEL | I | PINNACLE SUMMER INVESTMENTS, INC. | F | Control |
| ROAME, CHARLES, MICHAEL | I | LEE SUMMER GP, LLC | F | Control |
| ROAME, CHARLES, MICHAEL | I | THE EDELMAN FINANCIAL GROUP INC. | F | Control |
| ROAME, CHARLES, MICHAEL | I | LEE SUMMER GP, LLC | F | Control |
| RODRIGUEZ, DANIEL, J | I | THE EDELMAN FINANCIAL GROUP INC. | F | Control |
| RODRIGUEZ, DANIEL, J | I | LEE SUMMER GP, LLC | F | Control |
| RODRIGUEZ, DANIEL, J | I | PINNACLE SUMMER INVESTMENTS, INC. | F | Control |
| RODRIGUEZ, DANIEL, J | I | LEE SUMMER GP, LLC | F | Control |
| RODRIGUEZ, DANIEL, J | I | PINNACLE SUMMER INVESTMENTS, INC. | F | Control |
| RODRIGUEZ, DANIEL, J | I | LEE SUMMER GP, LLC | F | Control |
| RODRIGUEZ, DANIEL, J | I | THE EDELMAN FINANCIAL GROUP INC. | 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 | PINNACLE SUMMER INVESTMENTS, INC. | F | Control |
| RODRIGUEZ, DANIEL, J | I | LEE SUMMER GP, LLC | F | Control |
| RODRIGUEZ, DANIEL, J | I | THE EDELMAN FINANCIAL GROUP INC. | F | Control |
| RODRIGUEZ, DANIEL, J | I | LEE SUMMER GP, LLC | F | Control |
| RODRIGUEZ, DANIEL, J | I | THE EDELMAN FINANCIAL GROUP INC. | F | Control |
| RODRIGUEZ, DANIEL, J | I | LEE SUMMER GP, LLC | F | Control |
| RODRIGUEZ, DANIEL, J | I | THE EDELMAN FINANCIAL GROUP INC. | F | Control |
| RODRIGUEZ, DANIEL, J | I | LEE SUMMER GP, LLC | F | Control |
| RODRIGUEZ, DANIEL, J | I | AWP GP LLC | F | Control |
| RODRIGUEZ, DANIEL, JOSEPH | I | AWP GP LLC | F | Control |
| RODRIGUEZ, DANIEL, JOSEPH | I | AWP GP LLC | F | Control |
| ROTBERG, JOSEPH, BERNARD | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| ROTBERG, JOSEPH, BERNARD | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| ROTBERG, JOSEPH, BERNARD | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| ROTBERG, JOSEPH, BERNARD | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| ROTBERG, JOSEPH, BERNARD | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| ROTBERG, JOSEPH, BERNARD | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| ROTBERG, JOSEPH, BERNARD | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| ROTBERG, JOSEPH, BERNARD | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| ROTBERG, JOSEPH, BERNARD | I | LEE EQUITY PARTNERS GP, LLC | F | Control |
| YAFFE, ACHI | I | AWP GP LLC | F | Control |
| YAFFE, ACHI | I | AWP GP LLC | F | Control |
| YAFFE, ACHI | I | AWP GP LLC | F | Control |
| AFFILIATED WEALTH PARTNERS HOLDINGS LLC | DE | SUMMER WEALTH MANAGEMENT, LLC | E | Control |
| AFFILIATED WEALTH PARTNERS HOLDINGS LLC | DE | SUMMER WEALTH MANAGEMENT, LLC | E | Control |
| AFFILIATED WEALTH PARTNERS HOLDINGS LLC | DE | SUMMER WEALTH MANAGEMENT, LLC | E | Control |
| AFFILIATED WEALTH PARTNERS HOLDINGS LLC | DE | SUMMER WEALTH MANAGEMENT, LLC | E | Control |
| AFFILIATED WEALTH PARTNERS HOLDINGS LLC | DE | SUMMER WEALTH MANAGEMENT, LLC | E | Control |
| AFFILIATED WEALTH PARTNERS HOLDINGS LLC | DE | SUMMER WEALTH MANAGEMENT, LLC | E | Control |
| AWP I LP | DE | AWP II LLC | E | Control |
| AWP I LP | DE | AWP II LLC | E | Control |
| AWP I LP | DE | AWP II LLC | E | Control |
| AWP I LP | DE | AWP II LLC | E | Control |
| AWP I LP | DE | AWP II LLC | E | Control |
| AWP I LP | DE | AWP II LLC | E | Control |
| AWP II LLC | DE | AFFILIATED WEALTH PARTNERS HOLDINGS LLC | E | Control |
| AWP II LLC | DE | AFFILIATED WEALTH PARTNERS HOLDINGS LLC | E | Control |
| AWP II LLC | DE | AFFILIATED WEALTH PARTNERS HOLDINGS LLC | E | Control |
| AWP II LLC | DE | AFFILIATED WEALTH PARTNERS HOLDINGS LLC | E | Control |
| AWP II LLC | DE | AFFILIATED WEALTH PARTNERS HOLDINGS LLC | E | Control |
| AWP II LLC | DE | AFFILIATED WEALTH PARTNERS HOLDINGS LLC | E | Control |
| EDELMAN, FREDRIC, MARK | I | THE EDELMAN FINANCIAL CENTER, INC. | E | Control |
| EDELMAN, FREDRIC, MARK | I | THE EDELMAN FINANCIAL CENTER, INC. | E | Control |
| EDELMAN, FREDRIC, MARK | I | THE EDELMAN FINANCIAL CENTER, INC. | E | Control |
| EDELMAN, FREDRIC, MARK | I | THE EDELMAN FINANCIAL CENTER, INC. | E | Control |
| EDELMAN, FREDRIC, MARK | I | THE EDELMAN FINANCIAL CENTER, INC. | E | Control |
| EDELMAN, FREDRIC, MARK | I | THE EDELMAN FINANCIAL CENTER, INC. | E | Control |
| EDELMAN, FREDRIC, MARK | I | THE EDELMAN FINANCIAL CENTER, INC. | E | Control |
| EDELMAN, FREDRIC, MARK | I | THE EDELMAN FINANCIAL CENTER, INC. | E | Control |
| EDELMAN, FREDRIC, MARK | I | THE EDELMAN FINANCIAL CENTER, INC. | E | Control |
| EDELMAN, FREDRIC, MARK | I | THE EDELMAN FINANCIAL CENTER, INC. | E | Control |
| EDELMAN, FREDRIC, MARK | I | THE EDELMAN FINANCIAL CENTER, INC. | E | Control |
| EDELMAN, FREDRIC, MARK | I | THE EDELMAN FINANCIAL CENTER, INC. | E | Control |
| EDELMAN, FREDRIC, MARK | I | THE EDELMAN FINANCIAL CENTER, INC. | E | Control |
| EDELMAN, FREDRIC, MARK | I | THE EDELMAN FINANCIAL CENTER, INC. | E | Control |
| EDELMAN, FREDRIC, MARK | I | THE EDELMAN FINANCIAL CENTER, INC. | E | Control |
| HIGHTOWER HOLDING, LLC | DE | WT ACQUISITION, LLC | E | Control |
| HIGHTOWER HOLDING, LLC | DE | WT ACQUISITION, LLC | E | Control |
| LEE EQUITY PARTNERS FUND SUMMER AIV, LP | DE | LEP SUMMER HOLDINGS, LLC | E | Control |
| LEE EQUITY PARTNERS FUND SUMMER AIV, LP | DE | LEP SUMMER HOLDINGS, LLC | E | Control |
| LEE EQUITY PARTNERS FUND SUMMER AIV, LP | DE | LEP SUMMER HOLDINGS, LLC | E | Control |
| LEE EQUITY PARTNERS FUND SUMMER AIV, LP | DE | LEP SUMMER HOLDINGS, LLC | E | Control |
| LEE EQUITY PARTNERS FUND SUMMER AIV, LP | DE | LEP SUMMER HOLDINGS, LLC | E | Control |
| LEE EQUITY PARTNERS FUND SUMMER AIV, LP | DE | LEP SUMMER HOLDINGS, LLC | E | Control |
| LEE EQUITY PARTNERS FUND SUMMER AIV, LP | DE | LEP SUMMER HOLDINGS, LLC | E | Control |
| LEE EQUITY PARTNERS FUND SUMMER AIV, LP | DE | LEP SUMMER HOLDINGS, LLC | E | Control |
| LEE EQUITY PARTNERS FUND SUMMER AIV, LP | DE | LEP SUMMER HOLDINGS, LLC | E | Control |
| LEE EQUITY PARTNERS FUND SUMMER AIV, LP | DE | LEP SUMMER HOLDINGS, LLC | E | Control |
| LEE EQUITY PARTNERS FUND SUMMER AIV, LP | DE | LEP SUMMER HOLDINGS, LLC | E | Control |
| LEE EQUITY PARTNERS FUND SUMMER AIV, LP | DE | LEP SUMMER HOLDINGS, LLC | E | Control |
| LEE EQUITY PARTNERS REALIZATION FUND SUMMER AIV, L.P. | DE | LEP SUMMER HOLDINGS, LLC | E | Control |
| LEE EQUITY PARTNERS REALIZATION FUND SUMMER AIV, L.P. | DE | LEP SUMMER HOLDINGS, LLC | E | Control |
| LEE EQUITY PARTNERS REALIZATION FUND SUMMER AIV, L.P. | DE | LEP SUMMER HOLDINGS, LLC | E | Control |
| LEE SUMMER LP | DE | SUMMER HOLDINGS I, LLC | E | Control |
| LEE SUMMER LP | DE | SUMMER HOLDINGS I, LLC | E | Control |
| LEE SUMMER LP | DE | SUMMER HOLDINGS I, LLC | E | Control |
| LEE SUMMER LP | DE | SUMMER HOLDINGS I, LLC | E | Control |
| LEE SUMMER LP | DE | SUMMER HOLDINGS I, LLC | E | Control |
| LEE SUMMER LP | DE | SUMMER HOLDINGS I, LLC | E | Control |
| LEE SUMMER LP | DE | SUMMER HOLDINGS I, LLC | E | Control |
| LEE SUMMER LP | DE | SUMMER HOLDINGS I, LLC | E | Control |
| LEE SUMMER LP | DE | SUMMER HOLDINGS I, LLC | E | Control |
| LEE, THOMAS, HASKELL | I | LEE EQUITY PARTNERS, LLC | E | Control |
| LEE, THOMAS, HASKELL | I | LEE EQUITY PARTNERS, LLC | E | Control |
| LEE, THOMAS, HASKELL | I | LEE EQUITY PARTNERS, LLC | E | Control |
| LEE, THOMAS, HASKELL | I | LEE EQUITY PARTNERS, LLC | E | Control |
| LEE, THOMAS, HASKELL | I | LEE EQUITY PARTNERS, LLC | E | Control |
| LEE, THOMAS, HASKELL | I | LEE EQUITY PARTNERS, LLC | E | Control |
| LEE, THOMAS, HASKELL | I | LEE EQUITY PARTNERS, LLC | E | Control |
| LEE, THOMAS, HASKELL | I | LEE EQUITY PARTNERS, LLC | E | Control |
| LEE, THOMAS, HASKELL | I | LEE EQUITY PARTNERS, LLC | E | Control |
| LEE, THOMAS, HASKELL | I | LEE EQUITY PARTNERS, LLC | E | Control |
| LEE, THOMAS, HASKELL | I | LEE EQUITY PARTNERS, LLC | E | Control |
| LEE, THOMAS, HASKELL | I | LEE EQUITY PARTNERS, LLC | E | Control |
| LEE, THOMAS, HASKELL | I | LEE EQUITY PARTNERS, LLC | E | Control |
| LEE, THOMAS, HASKELL | I | LEE EQUITY PARTNERS, LLC | E | Control |
| LEE, THOMAS, HASKELL | I | LEE EQUITY PARTNERS, LLC | E | Control |
| LEONETTI, MICHAEL, EDWARD | I | LEONETTI & ASSOCIATES INC. | E | Control |
| LEONETTI, MICHAEL, EDWARD | I | LEONETTI & ASSOCIATES INC. | E | Control |
| LEONETTI, MICHAEL, EDWARD | I | LEONETTI & ASSOCIATES INC. | E | Control |
| LEONETTI, MICHAEL, EDWARD | I | LEONETTI & ASSOCIATES INC. | E | Control |
| LEONETTI, MICHAEL, EDWARD | I | LEONETTI & ASSOCIATES INC. | E | Control |
| LEONETTI, MICHAEL, EDWARD | I | LEONETTI & ASSOCIATES INC. | E | Control |
| LEONETTI, MICHAEL, EDWARD | I | LEONETTI & ASSOCIATES INC. | E | Control |
| LEONETTI, MICHAEL, EDWARD | I | LEONETTI & ASSOCIATES INC. | E | Control |
| LEONETTI, MICHAEL, EDWARD | I | LEONETTI & ASSOCIATES INC. | E | Control |
| LEONETTI, MICHAEL, EDWARD | I | LEONETTI & ASSOCIATES INC. | E | Control |
| LEONETTI, MICHAEL, EDWARD | I | MICHAEL E. LEONETTI REVOCABLE TRUST | E | Control |
| LEONETTI, MICHAEL, EDWARD | I | LEONETTI & ASSOCIATES INC. | E | Control |
| LEONETTI, MICHAEL, EDWARD | I | LEONETTI & ASSOCIATES INC. | E | Control |
| LEONETTI, MICHAEL, EDWARD | I | LEONETTI & ASSOCIATES INC. | E | Control |
| LEONETTI, MICHAEL, EDWARD | I | LEONETTI & ASSOCIATES INC. | E | Control |
| LEONETTI, MICHAEL, EDWARD | I | LEONETTI & ASSOCIATES INC. | E | Control |
| LEP REALIZATION FEEDER, L.P. | DE | LEP REALIZATION SUMMER LLC | E | Control |
| LEP REALIZATION FEEDER, L.P. | DE | LEP REALIZATION SUMMER LLC | E | Control |
| LEP REALIZATION FEEDER, L.P. | DE | LEP REALIZATION SUMMER LLC | E | Control |
| PINNACLE SUMMER INVESTMENTS, INC. | DE | SUMMER WEALTH MANAGEMENT, LLC | E | Control |
| SUMMER HOLDINGS I, LLC | DE | SUMMER HOLDINGS II, INC. | E | Control |
| SUMMER HOLDINGS I, LLC | DE | SUMMER HOLDINGS II, INC. | E | Control |
| SUMMER HOLDINGS I, LLC | DE | SUMMER HOLDINGS II, INC. | E | Control |
| SUMMER HOLDINGS I, LLC | DE | SUMMER HOLDINGS II, INC. | E | Control |
| SUMMER HOLDINGS I, LLC | DE | SUMMER HOLDINGS II, INC. | E | Control |
| SUMMER HOLDINGS I, LLC | DE | SUMMER HOLDINGS II, INC. | E | Control |
| SUMMER HOLDINGS I, LLC | DE | SUMMER HOLDINGS II, INC. | E | Control |
| SUMMER HOLDINGS I, LLC | DE | SUMMER HOLDINGS II, INC. | E | Control |
| SUMMER HOLDINGS I, LLC | DE | SUMMER HOLDINGS II, INC. | E | Control |
| SUMMER HOLDINGS II, INC. | DE | THE EDELMAN FINANCIAL GROUP INC. | E | Control |
| SUMMER HOLDINGS II, INC. | DE | PINNACLE SUMMER INVESTMENTS, INC. | E | Control |
| SUMMER HOLDINGS II, INC. | DE | PINNACLE SUMMER INVESTMENTS, INC. | E | Control |
| SUMMER HOLDINGS II, INC. | DE | THE EDELMAN FINANCIAL GROUP INC. | E | Control |
| SUMMER HOLDINGS II, INC. | DE | PINNACLE SUMMER INVESTMENTS, INC. | E | Control |
| SUMMER HOLDINGS II, INC. | DE | PINNACLE SUMMER INVESTMENTS, INC. | E | Control |
| SUMMER HOLDINGS II, INC. | DE | THE EDELMAN FINANCIAL GROUP INC. | E | Control |
| SUMMER HOLDINGS II, INC. | DE | THE EDELMAN FINANCIAL GROUP INC. | E | Control |
| SUMMER HOLDINGS II, INC. | DE | THE EDELMAN FINANCIAL GROUP INC. | E | Control |
| THL EQUITY FUND VII INVESTORS (HT), LLC | DE | HIGHTOWER HOLDING, LLC | E | Control |
| GORMLEY, MARK, KEVIN | I | LEE EQUITY PARTNERS GP, LLC | D | Control |
| GORMLEY, MARK, KEVIN | I | LEE EQUITY PARTNERS GP, LLC | D | Control |
| GORMLEY, MARK, KEVIN | I | LEE EQUITY PARTNERS GP, LLC | D | Control |
| GORMLEY, MARK, KEVIN | I | LEE EQUITY PARTNERS GP, LLC | D | Control |
| GORMLEY, MARK, KEVIN | I | LEE EQUITY PARTNERS GP, LLC | D | Control |
| GORMLEY, MARK, KEVIN | I | LEE EQUITY PARTNERS GP, LLC | D | Control |
| GORMLEY, MARK, KEVIN | I | LEE EQUITY PARTNERS GP, LLC | D | Control |
| GORMLEY, MARK, KEVIN | I | LEE EQUITY PARTNERS GP, LLC | D | Control |
| LEE EQUITY PARTNERS, LLC | DE | AWP GP LLC | D | Control |
| LEE EQUITY PARTNERS, LLC | DE | LEE SUMMER GP, LLC | D | Control |
| LEE EQUITY PARTNERS, LLC | DE | AWP GP LLC | D | Control |
| LEE EQUITY PARTNERS, LLC | DE | AWP GP LLC | D | Control |
| LEE EQUITY PARTNERS, LLC | DE | AWP GP LLC | D | Control |
| LEE EQUITY PARTNERS, LLC | DE | AWP GP LLC | D | Control |
| LEE EQUITY PARTNERS, LLC | DE | AWP GP LLC | D | Control |
| LEP REALIZATION SUMMER LLC | DE | LEE EQUITY PARTNERS REALIZATION FUND SUMMER AIV, L.P. | D | |
| LEP REALIZATION SUMMER LLC | DE | LEE EQUITY PARTNERS REALIZATION FUND SUMMER AIV, L.P. | D | |
| LEP REALIZATION SUMMER LLC | DE | LEE EQUITY PARTNERS REALIZATION FUND SUMMER AIV, L.P. | D | |
| LEP SUMMER HOLDINGS I, LLC | DE | LEE SUMMER LP | D | |
| LEP SUMMER HOLDINGS I, LLC | DE | LEE SUMMER LP | D | |
| LEP SUMMER HOLDINGS I, LLC | DE | LEE SUMMER LP | D | |
| LEP SUMMER HOLDINGS I, LLC | DE | LEE SUMMER LP | D | |
| LEP SUMMER HOLDINGS I, LLC | DE | LEE SUMMER LP | D | |
| LEP SUMMER HOLDINGS I, LLC | DE | LEE SUMMER LP | D | |
| LEP SUMMER HOLDINGS I, LLC | DE | LEE SUMMER LP | D | |
| LEP SUMMER HOLDINGS I, LLC | DE | LEE SUMMER LP | D | |
| LEP SUMMER HOLDINGS, LLC | DE | AWP I LP | D | |
| LEP SUMMER HOLDINGS, LLC | DE | LEE SUMMER GP, LLC | D | Control |
| LEP SUMMER HOLDINGS, LLC | DE | LEE SUMMER GP, LLC | D | Control |
| LEP SUMMER HOLDINGS, LLC | DE | LEE SUMMER GP, LLC | D | Control |
| LEP SUMMER HOLDINGS, LLC | DE | LEE SUMMER GP, LLC | D | Control |
| LEP SUMMER HOLDINGS, LLC | DE | LEE SUMMER LP | D | Control |
| LEP SUMMER HOLDINGS, LLC | DE | LEE SUMMER GP, LLC | D | Control |
| LEP SUMMER HOLDINGS, LLC | DE | LEE SUMMER GP, LLC | D | Control |
| LEP SUMMER HOLDINGS, LLC | DE | LEE SUMMER GP, LLC | D | Control |
| LEP SUMMER HOLDINGS, LLC | DE | LEE SUMMER GP, LLC | D | Control |
| LEP SUMMER HOLDINGS, LLC | DE | AWP I LP | D | |
| LEP SUMMER HOLDINGS, LLC | DE | AWP I LP | D | |
| LEP SUMMER HOLDINGS, LLC | DE | AWP I LP | D | |
| LEP SUMMER HOLDINGS, LLC | DE | AWP I LP | D | |
| LEP SUMMER HOLDINGS, LLC | DE | AWP I LP | D | |
| GORMLEY, MARK, KEVIN | I | LEE EQUITY PARTNERS GP, LLC | C | Control |
| GORMLEY, MARK, KEVIN | I | LEE EQUITY PARTNERS REALIZATION FUND GP, LLC | C | Control |
| GORMLEY, MARK, KEVIN | I | LEE EQUITY PARTNERS GP, LLC | C | Control |
| GORMLEY, MARK, KEVIN | I | LEE EQUITY PARTNERS GP, LLC | C | Control |
| GORMLEY, MARK, KEVIN | I | LEE EQUITY PARTNERS REALIZATION FUND GP, LLC | C | Control |
| GORMLEY, MARK, KEVIN | I | LEE EQUITY PARTNERS REALIZATION FUND GP, LLC | C | Control |
| TEACHERS RETIREMENT SYSTEM OF TEXAS | DE | LEE EQUITY PARTNERS FUND SUMMER AIV, LP | C | |
| TEACHERS RETIREMENT SYSTEM OF TEXAS | DE | LEE EQUITY PARTNERS FUND SUMMER AIV, LP | C | |
| TEACHERS RETIREMENT SYSTEM OF TEXAS | DE | LEE EQUITY PARTNERS FUND SUMMER AIV, LP | C | |
| TEACHERS RETIREMENT SYSTEM OF TEXAS | DE | LEE EQUITY PARTNERS FUND SUMMER AIV, LP | C | |
| TEACHERS RETIREMENT SYSTEM OF TEXAS | DE | LEE EQUITY PARTNERS FUND SUMMER AIV, LP | C | |
| TEACHERS RETIREMENT SYSTEM OF TEXAS | DE | LEE EQUITY PARTNERS FUND SUMMER AIV, LP | C | Control |
| TEACHERS RETIREMENT SYSTEM OF TEXAS | DE | LEE EQUITY PARTNERS FUND SUMMER AIV, LP | C | |
| TEACHERS RETIREMENT SYSTEM OF TEXAS | DE | LEE EQUITY PARTNERS FUND SUMMER AIV, LP | C | |
| TEACHERS RETIREMENT SYSTEM OF TEXAS | DE | LEE EQUITY PARTNERS FUND SUMMER AIV, LP | C | |
| TEACHERS RETIREMENT SYSTEM OF TEXAS | DE | LEE EQUITY PARTNERS FUND SUMMER AIV, LP | C | |
| TEACHERS RETIREMENT SYSTEM OF TEXAS | DE | LEE EQUITY PARTNERS FUND SUMMER AIV, LP | C | |
| TEACHERS RETIREMENT SYSTEM OF TEXAS | DE | LEE EQUITY PARTNERS FUND SUMMER AIV, LP | C | |
| THE EDELMAN FINANCIAL CENTER, INC. | DE | AWP GP LLC | C | Control |
| THE EDELMAN FINANCIAL CENTER, INC. | DE | LEE SUMMER GP, LLC | C | Control |
| THE EDELMAN FINANCIAL CENTER, INC. | DE | LEE SUMMER GP, LLC | C | Control |
| THE EDELMAN FINANCIAL CENTER, INC. | DE | LEE SUMMER GP, LLC | C | Control |
| THE EDELMAN FINANCIAL CENTER, INC. | DE | LEE SUMMER GP, LLC | C | Control |
| THE EDELMAN FINANCIAL CENTER, INC. | DE | LEE SUMMER GP, LLC | C | Control |
| THE EDELMAN FINANCIAL CENTER, INC. | DE | LEE SUMMER GP, LLC | C | Control |
| THE EDELMAN FINANCIAL CENTER, INC. | DE | LEE SUMMER GP, LLC | C | Control |
| THE EDELMAN FINANCIAL CENTER, INC. | DE | LEE SUMMER GP, LLC | C | Control |
| THE EDELMAN FINANCIAL CENTER, INC. | DE | LEE SUMMER GP, LLC | C | Control |
| THE EDELMAN FINANCIAL CENTER, INC. | DE | AWP GP LLC | C | |
| THE EDELMAN FINANCIAL CENTER, INC. | DE | AWP GP LLC | C | Control |
| THE EDELMAN FINANCIAL CENTER, INC. | DE | AWP GP LLC | C | Control |
| THE EDELMAN FINANCIAL CENTER, INC. | DE | AWP GP LLC | C | |
| THE EDELMAN FINANCIAL CENTER, INC. | DE | AWP GP LLC | C |
Registrations
Federal
IA
Mar 28, 2018 REGISTERED
Notice Filings (12)
AZ CA CO FL IL IN NV NY OH SC TX WI
Address
1130 W. LAKE COOK ROADSUITE 300
BUFFALO GROVE, IL 60089-1976
United States
Phone: 847-520-0999