INTEGRATED ADVISORS NETWORK LLC

CRD #171991 SEC #801-96203 DALLAS, TX 855-729-4222

SEC Registered Private Funds

Total AUM

$4.6B

Discretionary

$4.3B

Employees

Clients

Accounts

12,619

Firm Details

Organization Type: Limited Liability Company
State of Formation: Delaware
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Dec 23, 2025
Branch Offices: 45

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
CANNIZZARO, JEFFREY, SCOTT	I	CHIEF COMPLIANCE OFFICER	NA	Control
CANNIZZARO, JEFFREY, SCOTT	I	CHIEF COMPLIANCE OFFICER	NA	Control
CANNIZZARO, JEFFREY, SCOTT	I	CHIEF COMPLIANCE OFFICER	NA	Control
CANNIZZARO, JEFFREY, SCOTT	I	CHIEF COMPLIANCE OFFICER	NA	Control
CANNIZZARO, JEFFREY, SCOTT	I	CHIEF COMPLIANCE OFFICER	NA	Control
CANNIZZARO, JEFFREY, SCOTT	I	CHIEF COMPLIANCE OFFICER	NA	Control
CANNIZZARO, JEFFREY, SCOTT	I	CHIEF COMPLIANCE OFFICER	NA	Control
CANNIZZARO, JEFFREY, SCOTT	I	CHIEF COMPLIANCE OFFICER	NA	Control
CANNIZZARO, JEFFREY, SCOTT	I	CHIEF COMPLIANCE OFFICER	NA	Control
CANNIZZARO, JEFFREY, SCOTT	I	CHIEF COMPLIANCE OFFICER	NA	Control
CANNIZZARO, JEFFREY, SCOTT	I	CHIEF COMPLIANCE OFFICER	NA	Control
CANNIZZARO, JEFFREY, SCOTT	I	CHIEF COMPLIANCE OFFICER	NA	Control
CANNIZZARO, JEFFREY, SCOTT	I	CHIEF COMPLIANCE OFFICER	NA	Control
CANNIZZARO, JEFFREY, SCOTT	I	CHIEF COMPLIANCE OFFICER	NA	Control
CANNIZZARO, JEFFREY, SCOTT	I	CHIEF COMPLIANCE OFFICER	NA	Control
CANNIZZARO, JEFFREY, SCOTT	I	CHIEF COMPLIANCE OFFICER	NA	Control
CANNIZZARO, JEFFREY, SCOTT	I	CHIEF COMPLIANCE OFFICER	NA	Control
CANNIZZARO, JEFFREY, SCOTT	I	CHIEF COMPLIANCE OFFICER	NA	Control
CANNIZZARO, JEFFREY, SCOTT	I	CHIEF COMPLIANCE OFFICER	NA	Control
CANNIZZARO, JEFFREY, SCOTT	I	CHIEF COMPLIANCE OFFICER	NA	Control
CANNIZZARO, JEFFREY, SCOTT	I	CHIEF COMPLIANCE OFFICER	NA	Control
CANNIZZARO, JEFFREY, SCOTT	I	CHIEF COMPLIANCE OFFICER	NA	Control
CANNIZZARO, JEFFREY, SCOTT	I	CHIEF COMPLIANCE OFFICER	NA	Control
CANNIZZARO, JEFFREY, SCOTT	I	CHIEF COMPLIANCE OFFICER	NA	Control
CANNIZZARO, JEFFREY, SCOTT	I	CHIEF COMPLIANCE OFFICER	NA	Control
CHIN, SOTHARA	I	CHIEF COMPLIANCE OFFICER	NA	Control
CHIN, SOTHARA	I	CHIEF COMPLIANCE OFFICER	NA	Control
CHIN, SOTHARA	I	CHIEF COMPLIANCE OFFICER	NA	Control
CHIN, SOTHARA	I	CHIEF COMPLIANCE OFFICER	NA	Control
CHIN, SOTHARA	I	CHIEF COMPLIANCE OFFICER	NA	Control
CHIN, SOTHARA	I	CHIEF COMPLIANCE OFFICER	NA	Control
CHIN, SOTHARA	I	CHIEF COMPLIANCE OFFICER	NA	Control
CHIN, SOTHARA	I	CHIEF COMPLIANCE OFFICER	NA	Control
CHIN, SOTHARA	I	CHIEF COMPLIANCE OFFICER	NA	Control
CHIN, SOTHARA	I	CHIEF COMPLIANCE OFFICER	NA	Control
CHIN, SOTHARA	I	CHIEF COMPLIANCE OFFICER	NA	Control
CHIN, SOTHARA	I	CHIEF COMPLIANCE OFFICER	NA	Control
CHIN, SOTHARA	I	CHIEF COMPLIANCE OFFICER	NA	Control
CHIN, SOTHARA	I	CHIEF COMPLIANCE OFFICER	NA	Control
CHIN, SOTHARA	I	CHIEF COMPLIANCE OFFICER	NA	Control
CHIN, SOTHARA	I	CHIEF COMPLIANCE OFFICER	NA	Control
GOLDBERG, SHARON, MARLA	I	CHIEF COMPLIANCE OFFICER	NA	Control
GOLDBERG, SHARON, MARLA	I	CHIEF COMPLIANCE OFFICER	NA	Control
GOLDBERG, SHARON, MARLA	I	CHIEF COMPLIANCE OFFICER	NA	Control
GOLDBERG, SHARON, MARLA	I	CHIEF COMPLIANCE OFFICER	NA	Control
GOLDBERG, SHARON, MARLA	I	CHIEF COMPLIANCE OFFICER	NA	Control
GOLDBERG, SHARON, MARLA	I	CHIEF COMPLIANCE OFFICER	NA	Control
GOLDBERG, SHARON, MARLA	I	CHIEF COMPLIANCE OFFICER	NA	Control
GOLDBERG, SHARON, MARLA	I	CHIEF COMPLIANCE OFFICER	NA	Control
GOLDBERG, SHARON, MARLA	I	CHIEF COMPLIANCE OFFICER	NA	Control
GOLDBERG, SHARON, MARLA	I	CHIEF COMPLIANCE OFFICER	NA	Control
GOLDBERG, SHARON, MARLA	I	CHIEF COMPLIANCE OFFICER	NA	Control
GOLDBERG, SHARON, MARLA	I	CHIEF COMPLIANCE OFFICER	NA	Control
GOLDBERG, SHARON, MARLA	I	CHIEF COMPLIANCE OFFICER	NA	Control
GOLDBERG, SHARON, MARLA	I	CHIEF COMPLIANCE OFFICER	NA	Control
GOLDBERG, SHARON, MARLA	I	CHIEF COMPLIANCE OFFICER	NA	Control
GOLDBERG, SHARON, MARLA	I	CHIEF COMPLIANCE OFFICER	NA	Control
GOLDBERG, SHARON, MARLA	I	CHIEF COMPLIANCE OFFICER	NA	Control
GOLDBERG, SHARON, MARLA	I	CHIEF COMPLIANCE OFFICER	NA	Control
GOLDBERG, SHARON, MARLA	I	CHIEF COMPLIANCE OFFICER	NA	Control
GOLDBERG, SHARON, MARLA	I	CHIEF COMPLIANCE OFFICER	NA	Control
GOLDBERG, SHARON, MARLA	I	CHIEF COMPLIANCE OFFICER	NA	Control
GOLDBERG, SHARON, MARLA	I	CHIEF COMPLIANCE OFFICER	NA	Control
GOLDBERG, SHARON, MARLA	I	CHIEF COMPLIANCE OFFICER	NA	Control
GOLDBERG, SHARON, MARLA	I	CHIEF COMPLIANCE OFFICER	NA	Control
GOLDBERG, SHARON, MARLA	I	CHIEF COMPLIANCE OFFICER	NA	Control
GOLDBERG, SHARON, MARLA	I	CHIEF COMPLIANCE OFFICER	NA	Control
GOLDBERG, SHARON, MARLA	I	CHIEF COMPLIANCE OFFICER	NA	Control
GOLDBERG, SHARON, MARLA	I	CHIEF COMPLIANCE OFFICER	NA	Control
GOLDBERG, SHARON, MARLA	I	CHIEF COMPLIANCE OFFICER	NA	Control
GOLDBERG, SHARON, MARLA	I	CHIEF COMPLIANCE OFFICER	NA	Control
GOLDBERG, SHARON, MARLA	I	CHIEF COMPLIANCE OFFICER	NA	Control
GOLDBERG, SHARON, MARLA	I	CHIEF COMPLIANCE OFFICER	NA	Control
GOLDBERG, SHARON, MARLA	I	CHIEF COMPLIANCE OFFICER	NA	Control
GOLDBERG, SHARON, MARLA	I	CHIEF COMPLIANCE OFFICER	NA	Control
GOLDBERG, SHARON, MARLA	I	CHIEF COMPLIANCE OFFICER	NA	Control
GOLDBERG, SHARON, MARLA	I	CHIEF COMPLIANCE OFFICER	NA	Control
GOLDBERG, SHARON, MARLA	I	CHIEF COMPLIANCE OFFICER	NA	Control
GOLDBERG, SHARON, MARLA	I	CHIEF COMPLIANCE OFFICER	NA	Control
GOLDBERG, SHARON, MARLA	I	CHIEF COMPLIANCE OFFICER	NA	Control
GOLDBERG, SHARON, MARLA	I	CHIEF COMPLIANCE OFFICER	NA	Control
GOLDBERG, SHARON, MARLA	I	CHIEF COMPLIANCE OFFICER	NA	Control
GOLDBERG, SHARON, MARLA	I	CHIEF COMPLIANCE OFFICER	NA	Control
GOLDBERG, SHARON, MARLA	I	CHIEF COMPLIANCE OFFICER	NA	Control
GOLDBERG, SHARON, MARLA	I	CHIEF COMPLIANCE OFFICER	NA	Control
GOLDBERG, SHARON, MARLA	I	CHIEF COMPLIANCE OFFICER	NA	Control
GOLDBERG, SHARON, MARLA	I	CHIEF COMPLIANCE OFFICER	NA	Control
GROVES, JEFFREY, JAMES	I	CEO/MANAGING MEMBER	NA	Control
GROVES, JEFFREY, JAMES	I	CEO/MANAGING MEMBER	NA	Control
GROVES, JEFFREY, JAMES	I	MANAGING MEMBER / CHIEF COMPLIANCE OFFICER	NA	Control
GROVES, JEFFREY, JAMES	I	MANAGING MEMBER / CHIEF COMPLIANCE OFFICER	NA	Control
GROVES, JEFFREY, JAMES	I	MANAGING MEMBER / CHIEF COMPLIANCE OFFICER	NA	Control
GROVES, JEFFREY, JAMES	I	CEO/MANAGING MEMBER	NA	Control
GROVES, JEFFREY, JAMES	I	MANAGING MEMBER / CHIEF COMPLIANCE OFFICER	NA	Control
GROVES, JEFFREY, JAMES	I	MANAGING MEMBER	NA	Control
GROVES, JEFFREY, JAMES	I	MANAGING MEMBER	NA	Control
GROVES, JEFFREY, JAMES	I	MANAGING MEMBER / CHIEF COMPLIANCE OFFICER	NA	Control
GROVES, JEFFREY, JAMES	I	CEO/MANAGING MEMBER	NA	Control
GROVES, JEFFREY, JAMES	I	CEO/MANAGING MEMBER	NA	Control
GROVES, JEFFREY, JAMES	I	CEO/MANAGING MEMBER	NA	Control
GROVES, JEFFREY, JAMES	I	CEO/MANAGING MEMBER	NA	Control
GROVES, JEFFREY, JAMES	I	CEO/MANAGING MEMBER	NA	Control
GROVES, JEFFREY, JAMES	I	CEO/MANAGING MEMBER	NA	Control
GROVES, JEFFREY, JAMES	I	CEO/MANAGING MEMBER	NA	Control
GROVES, JEFFREY, JAMES	I	CEO/MANAGING MEMBER	NA	Control
GROVES, JEFFREY, JAMES	I	CEO/MANAGING MEMBER	NA	Control
GROVES, JEFFREY, JAMES	I	CEO/MANAGING MEMBER	NA	Control
GROVES, JEFFREY, JAMES	I	CEO/MANAGING MEMBER	NA	Control
GROVES, JEFFREY, JAMES	I	CEO/MANAGING MEMBER	NA	Control
GROVES, JEFFREY, JAMES	I	CEO/MANAGING MEMBER	NA	Control
GROVES, JEFFREY, JAMES	I	CEO/MANAGING MEMBER	NA	Control
GROVES, JEFFREY, JAMES	I	CEO/MANAGING MEMBER	NA	Control
GROVES, JEFFREY, JAMES	I	CEO/MANAGING MEMBER	NA	Control
GROVES, JEFFREY, JAMES	I	CEO/MANAGING MEMBER	NA	Control
GROVES, JEFFREY, JAMES	I	CEO/MANAGING MEMBER	NA	Control
GROVES, JEFFREY, JAMES	I	CEO/MANAGING MEMBER	NA	Control
GROVES, JEFFREY, JAMES	I	CEO/MANAGING MEMBER	NA	Control
GROVES, JEFFREY, JAMES	I	CEO/MANAGING MEMBER	NA	Control
GROVES, JEFFREY, JAMES	I	CEO/MANAGING MEMBER	NA	Control
GROVES, JEFFREY, JAMES	I	CEO/MANAGING MEMBER	NA	Control
GROVES, JEFFREY, JAMES	I	CEO/MANAGING MEMBER	NA	Control
GROVES, JEFFREY, JAMES	I	CEO/MANAGING MEMBER	NA	Control
GROVES, JEFFREY, JAMES	I	CEO/MANAGING MEMBER	NA	Control
GROVES, JEFFREY, JAMES	I	CEO/MANAGING MEMBER	NA	Control
GROVES, JEFFREY, JAMES	I	CEO/MANAGING MEMBER	NA	Control
GROVES, JEFFREY, JAMES	I	CEO/MANAGING MEMBER	NA	Control
GROVES, JEFFREY, JAMES	I	CEO/MANAGING MEMBER	NA	Control
GROVES, JEFFREY, JAMES	I	CEO/MANAGING MEMBER	NA	Control
GROVES, JEFFREY, JAMES	I	CEO/MANAGING MEMBER	NA	Control
GROVES, JEFFREY, JAMES	I	CEO/MANAGING MEMBER	NA	Control
GROVES, JEFFREY, JAMES	I	CEO/MANAGING MEMBER	NA	Control
GROVES, JEFFREY, JAMES	I	CEO/MANAGING MEMBER	NA	Control
GROVES, JEFFREY, JAMES	I	CEO/MANAGING MEMBER	NA	Control
GROVES, JEFFREY, JAMES	I	CEO/MANAGING MEMBER	NA	Control
GROVES, JEFFREY, JAMES	I	CEO/MANAGING MEMBER	NA	Control
GROVES, JEFFREY, JAMES	I	CEO/MANAGING MEMBER	NA	Control
GROVES, JEFFREY, JAMES	I	CEO/MANAGING MEMBER	NA	Control
GROVES, JEFFREY, JAMES	I	CEO/MANAGING MEMBER	NA	Control
GROVES, JEFFREY, JAMES	I	CEO/MANAGING MEMBER	NA	Control
GROVES, JEFFREY, JAMES	I	CEO/MANAGING MEMBER	NA	Control
GROVES, JEFFREY, JAMES	I	CEO/MANAGING MEMBER	NA	Control
GROVES, JEFFREY, JAMES	I	CEO/MANAGING MEMBER	NA	Control
GROVES, JEFFREY, JAMES	I	CEO/MANAGING MEMBER	NA	Control
GROVES, JEFFREY, JAMES	I	CEO/MANAGING MEMBER	NA	Control
GROVES, JEFFREY, JAMES	I	CEO/MANAGING MEMBER	NA	Control
GROVES, JEFFREY, JAMES	I	CEO/MANAGING MEMBER	NA	Control
GROVES, JEFFREY, JAMES	I	CEO/MANAGING MEMBER	NA	Control
GROVES, JEFFREY, JAMES	I	CEO/MANAGING MEMBER	NA	Control
GROVES, JEFFREY, JAMES	I	CEO/MANAGING MEMBER	NA	Control
GROVES, JEFFREY, JAMES	I	CEO/MANAGING MEMBER	NA	Control
GROVES, JEFFREY, JAMES	I	CEO/MANAGING MEMBER	NA	Control
GROVES, JEFFREY, JAMES	I	CEO/MANAGING MEMBER	NA	Control
GROVES, JEFFREY, JAMES	I	CEO/MANAGING MEMBER	NA	Control
GROVES, JEFFREY, JAMES	I	CEO/MANAGING MEMBER	NA	Control
GROVES, JEFFREY, JAMES	I	CEO/MANAGING MEMBER	NA	Control
GROVES, JEFFREY, JAMES	I	CEO/MANAGING MEMBER	NA	Control
GROVES, JEFFREY, JAMES	I	CEO/MANAGING MEMBER	NA	Control
GROVES, JEFFREY, JAMES	I	CEO/MANAGING MEMBER	NA	Control
GROVES, JEFFREY, JAMES	I	CEO/MANAGING MEMBER	NA	Control
GROVES, JEFFREY, JAMES	I	CEO/MANAGING MEMBER	NA	Control
GROVES, JEFFREY, JAMES	I	CEO/MANAGING MEMBER	NA	Control
GROVES, JEFFREY, JAMES	I	CEO/MANAGING MEMBER	NA	Control
GROVES, JEFFREY, JAMES	I	CEO/MANAGING MEMBER	NA	Control
GROVES, JEFFREY, JAMES	I	CEO/MANAGING MEMBER	NA	Control
GROVES, JEFFREY, JAMES	I	CEO/MANAGING MEMBER	NA	Control
GROVES, JEFFREY, JAMES	I	CEO/MANAGING MEMBER	NA	Control
GROVES, JEFFREY, JAMES	I	CEO/MANAGING MEMBER	NA	Control
GROVES, JEFFREY, JAMES	I	CEO/MANAGING MEMBER	NA	Control
GROVES, JEFFREY, JAMES	I	CEO/MANAGING MEMBER	NA	Control
GROVES, JEFFREY, JAMES	I	CEO/MANAGING MEMBER	NA	Control
GROVES, JEFFREY, JAMES	I	CEO/MANAGING MEMBER	NA	Control
GROVES, JEFFREY, JAMES	I	CEO/MANAGING MEMBER	NA	Control
GROVES, JEFFREY, JAMES	I	CEO/MANAGING MEMBER	NA	Control
GROVES, JEFFREY, JAMES	I	CEO/MANAGING MEMBER	NA	Control
GROVES, JEFFREY, JAMES	I	CEO/MANAGING MEMBER	NA	Control
GROVES, JEFFREY, JAMES	I	CEO/MANAGING MEMBER	NA	Control
GROVES, JEFFREY, JAMES	I	CEO/MANAGING MEMBER	NA	Control
GROVES, JEFFREY, JAMES	I	CEO/MANAGING MEMBER	NA	Control
GROVES, JEFFREY, JAMES	I	CO-FOUNDER AND MANAGING PARTNER	NA	Control
GROVES, JEFFREY, JAMES	I	CO-FOUNDER AND MANAGING PARTNER	NA	Control
GROVES, JEFFREY, JAMES	I	CO-FOUNDER AND MANAGING PARTNER	NA	Control
GROVES, JEFFREY, JAMES	I	CEO/MANAGING MEMBER	NA	Control
GROVES, JEFFREY, JAMES	I	CO-FOUNDER AND MANAGING PARTNER	NA	Control
GROVES, JEFFREY, JAMES	I	CEO/MANAGING MEMBER	NA	Control
GROVES, JEFFREY, JAMES	I	CO-FOUNDER AND MANAGING PARTNER	NA	Control
GROVES, JEFFREY, JAMES	I	CO-FOUNDER AND MANAGING PARTNER	NA	Control
GROVES, JEFFREY, JAMES	I	CO-FOUNDER AND MANAGING PARTNER	NA	Control
GROVES, JEFFREY, JAMES	I	CO-FOUNDER AND MANAGING PARTNER	NA	Control
GROVES, JEFFREY, JAMES	I	CO-FOUNDER AND MANAGING PARTNER	NA	Control
GROVES, JEFFREY, JAMES	I	CO-FOUNDER AND MANAGING PARTNER	NA	Control
GROVES, JEFFREY, JAMES	I	CO-FOUNDER AND MANAGING PARTNER	NA	Control
GROVES, JEFFREY, JAMES	I	CO-FOUNDER AND MANAGING PARTNER	NA	Control
GROVES, JEFFREY, JAMES	I	CO-FOUNDER AND MANAGING PARTNER	NA	Control
GROVES, JEFFREY, JAMES	I	CO-FOUNDER AND MANAGING PARTNER	NA	Control
GROVES, JEFFREY, JAMES	I	CO-FOUNDER AND MANAGING PARTNER	NA	Control
INGLIS, JASON, FAIRBANKS	I	PRESIDENT	NA	Control
INGLIS, JASON, FAIRBANKS	I	PRESIDENT	NA	Control
INGLIS, JASON, FAIRBANKS	I	PRESIDENT	NA	Control
INGLIS, JASON, FAIRBANKS	I	PRESIDENT	NA	Control
INGLIS, JASON, FAIRBANKS	I	PRESIDENT	NA	Control
INGLIS, JASON, FAIRBANKS	I	PRESIDENT	NA	Control
INGLIS, JASON, FAIRBANKS	I	PRESIDENT	NA	Control
INGLIS, JASON, FAIRBANKS	I	PRESIDENT	NA	Control
INGLIS, JASON, FAIRBANKS	I	PRESIDENT	NA	Control
INGLIS, JASON, FAIRBANKS	I	PRESIDENT	NA	Control
INGLIS, JASON, FAIRBANKS	I	PRESIDENT	NA	Control
INGLIS, JASON, FAIRBANKS	I	PRESIDENT	NA	Control
INGLIS, JASON, FAIRBANKS	I	PRESIDENT	NA	Control
INGLIS, JASON, FAIRBANKS	I	PRESIDENT	NA	Control
INGLIS, JASON, FAIRBANKS	I	PRESIDENT	NA	Control
INGLIS, JASON, FAIRBANKS	I	PRESIDENT	NA	Control
INGLIS, JASON, FAIRBANKS	I	CHIEF STRATEGY OFFICER	NA
INGLIS, JASON, FAIRBANKS	I	PRESIDENT	NA	Control
INGLIS, JASON, FAIRBANKS	I	PRESIDENT	NA	Control
PIX, LINDA, MICHELLE	I	MANAGING DIRECTOR OF ADVISOR SERVICES	NA	Control
PIX, LINDA, MICHELLE	I	MANAGING DIRECTOR OF ADVISOR SERVICES	NA	Control
PIX, LINDA, MICHELLE	I	MANAGING DIRECTOR OF ADVISOR SERVICES	NA	Control
PIX, LINDA, MICHELLE	I	MANAGING DIRECTOR OF ADVISOR SERVICES	NA	Control
PIX, LINDA, MICHELLE	I	MANAGING DIRECTOR OF ADVISOR SERVICES	NA	Control
PIX, LINDA, MICHELLE	I	MANAGING DIRECTOR OF ADVISOR SERVICES	NA	Control
PIX, LINDA, MICHELLE	I	MANAGING DIRECTOR OF ADVISOR SERVICES	NA	Control
PIX, LINDA, MICHELLE	I	MANAGING DIRECTOR OF ADVISOR SERVICES	NA	Control
PIX, LINDA, MICHELLE	I	MANAGING DIRECTOR OF ADVISOR SERVICES	NA	Control
PIX, LINDA, MICHELLE	I	MANAGING DIRECTOR OF ADVISOR SERVICES	NA	Control
PIX, LINDA, MICHELLE	I	CO-FOUNDER AND CHIEF RELATIONSHIP OFFICER	NA	Control
PIX, LINDA, MICHELLE	I	CO-FOUNDER AND CHIEF RELATIONSHIP OFFICER	NA	Control
PIX, LINDA, MICHELLE	I	MANAGING DIRECTOR OF ADVISOR SERVICES	NA	Control
PIX, LINDA, MICHELLE	I	MANAGING DIRECTOR OF ADVISOR SERVICES	NA	Control
PIX, LINDA, MICHELLE	I	CO-FOUNDER AND CHIEF RELATIONSHIP OFFICER	NA	Control
PIX, LINDA, MICHELLE	I	CO-FOUNDER AND CHIEF RELATIONSHIP OFFICER	NA	Control
PIX, LINDA, MICHELLE	I	CO-FOUNDER AND CHIEF RELATIONSHIP OFFICER	NA	Control
PIX, LINDA, MICHELLE	I	CO-FOUNDER AND CHIEF RELATIONSHIP OFFICER	NA	Control
PIX, LINDA, MICHELLE	I	CO-FOUNDER AND CHIEF RELATIONSHIP OFFICER	NA	Control
PIX, LINDA, MICHELLE	I	CO-FOUNDER AND CHIEF RELATIONSHIP OFFICER	NA	Control
TYLER, DANIELLE, LYNNE	I	CHIEF COMPLIANCE OFFICER	NA
TYLER, DANIELLE, LYNNE	I	CHIEF COMPLIANCE OFFICER	NA
TYLER, DANIELLE, LYNNE	I	CHIEF COMPLIANCE OFFICER	NA
TYLER, DANIELLE, LYNNE	I	CHIEF COMPLIANCE OFFICER	NA
TYLER, DANIELLE, LYNNE	I	CHIEF COMPLIANCE OFFICER	NA
TYLER, DANIELLE, LYNNE	I	CHIEF COMPLIANCE OFFICER	NA
TYLER, DANIELLE, LYNNE	I	CHIEF COMPLIANCE OFFICER	NA
TYLER, DANIELLE, LYNNE	I	CHIEF COMPLIANCE OFFICER	NA
TYLER, DANIELLE, LYNNE	I	CHIEF COMPLIANCE OFFICER	NA
TYLER, DANIELLE, LYNNE	I	CHIEF COMPLIANCE OFFICER	NA
TYLER, DANIELLE, LYNNE	I	CHIEF COMPLIANCE OFFICER	NA
TYLER, DANIELLE, LYNNE	I	CHIEF COMPLIANCE OFFICER	NA
TYLER, DANIELLE, LYNNE	I	CHIEF COMPLIANCE OFFICER	NA
TYLER, DANIELLE, LYNNE	I	CHIEF COMPLIANCE OFFICER	NA
TYLER, DANIELLE, LYNNE	I	CHIEF COMPLIANCE OFFICER	NA
TYLER, DANIELLE, LYNNE	I	CHIEF COMPLIANCE OFFICER	NA
TYLER, DANIELLE, LYNNE	I	CHIEF COMPLIANCE OFFICER	NA
TYLER, DANIELLE, LYNNE	I	CHIEF COMPLIANCE OFFICER	NA
YOUNG, MICHAEL, ALLEN	I	CHIEF COMPLIANCE OFFICER	NA	Control
YOUNG, MICHAEL, ALLEN	I	CHIEF COMPLIANCE OFFICER	NA	Control
YOUNG, MICHAEL, ALLEN	I	CHIEF OPERATING OFFICER	NA	Control
YOUNG, MICHAEL, ALLEN	I	CHIEF OPERATING OFFICER	NA	Control
YOUNG, MICHAEL, ALLEN	I	CHIEF OPERATING OFFICER	NA	Control
YOUNG, MICHAEL, ALLEN	I	CHIEF OPERATING OFFICER	NA	Control
YOUNG, MICHAEL, ALLEN	I	CHIEF OPERATING OFFICER	NA	Control
YOUNG, MICHAEL, ALLEN	I	CHIEF OPERATING OFFICER	NA	Control
YOUNG, MICHAEL, ALLEN	I	CHIEF OPERATING OFFICER	NA	Control
YOUNG, MICHAEL, ALLEN	I	CHIEF OPERATING OFFICER	NA	Control
YOUNG, MICHAEL, ALLEN	I	CHIEF OPERATING OFFICER	NA	Control
YOUNG, MICHAEL, ALLEN	I	CHIEF OPERATING OFFICER	NA	Control
YOUNG, MICHAEL, ALLEN	I	PRESIDENT AND MANAGING PARTNER	NA	Control
YOUNG, MICHAEL, ALLEN	I	PRESIDENT AND MANAGING PARTNER	NA	Control
YOUNG, MICHAEL, ALLEN	I	CHIEF OPERATING OFFICER	NA	Control
YOUNG, MICHAEL, ALLEN	I	CHIEF OPERATING OFFICER	NA	Control
YOUNG, MICHAEL, ALLEN	I	PRESIDENT AND MANAGING PARTNER	NA	Control
YOUNG, MICHAEL, ALLEN	I	PRESIDENT AND MANAGING PARTNER	NA	Control
YOUNG, MICHAEL, ALLEN	I	PRESIDENT AND MANAGING PARTNER	NA	Control
YOUNG, MICHAEL, ALLEN	I	PRESIDENT AND MANAGING PARTNER	NA	Control
YOUNG, MICHAEL, ALLEN	I	PRESIDENT AND MANAGING PARTNER	NA	Control
YOUNG, MICHAEL, ALLEN	I	PRESIDENT AND MANAGING PARTNER	NA	Control
COMPLIANCEWORKS INC.	DE	MANAGER	E	Control
COMPLIANCEWORKS INC.	DE	MANAGER	E	Control
COMPLIANCEWORKS INC.	DE	MANAGER	E	Control
COMPLIANCEWORKS INC.	DE	ACTIVE	E	Control
MIXED COLORS LLC	DE	DIRECT OWNER	E	Control
MIXED COLORS LLC	DE	DIRECT OWNER	E	Control
MIXED COLORS LLC	DE	DIRECT OWNER	E	Control
MIXED COLORS LLC	DE	DIRECT OWNER	E	Control
MIXED COLORS LLC	DE	DIRECT OWNER	E	Control
MIXED COLORS LLC	DE	DIRECT OWNER	E	Control
MIXED COLORS LLC	DE	DIRECT OWNER	E	Control
MIXED COLORS LLC	DE	DIRECT OWNER	E	Control
MIXED COLORS LLC	DE	DIRECT OWNER	E	Control
MIXED COLORS LLC	DE	DIRECT OWNER	E	Control
MIXED COLORS LLC	DE	DIRECT OWNER	E	Control
MIXED COLORS LLC	DE	DIRECT OWNER	E	Control
MIXED COLORS LLC	DE	DIRECT OWNER	E	Control
MIXED COLORS LLC	DE	DIRECT OWNER	E	Control
TX-HI, LLC	DE	OWNER	E	Control
TX-HI, LLC	DE	OWNER	E	Control
TX-HI, LLC	DE	OWNER	E
TX-HI, LLC	DE	OWNER	E	Control
TX-HI, LLC	DE	OWNER	E	Control
TX-HI, LLC	DE	OWNER	E	Control
COMPLIANCEWORKS INC.	DE	MANAGER	D	Control
COMPLIANCEWORKS INC.	DE	MANAGER	D	Control
COMPLIANCEWORKS INC.	DE	MANAGER	D	Control
COMPLIANCEWORKS INC.	DE	MANAGER	D	Control
COMPLIANCEWORKS INC.	DE	MANAGER	C	Control
COMPLIANCEWORKS INC.	DE	MANAGER	C	Control
COMPLIANCEWORKS INC.	DE	MANAGER	C	Control
COMPLIANCEWORKS INC.	DE	MANAGER	C	Control
COMPLIANCEWORKS INC.	DE	MANAGER	C	Control
COMPLIANCEWORKS INC.	DE	MANAGER	C	Control
COMPLIANCEWORKS INC.	DE	MANAGER	C	Control
COMPLIANCEWORKS INC.	DE	MANAGER	C	Control
COMPLIANCEWORKS INC.	DE	MANAGER	C	Control
COMPLIANCEWORKS INC.	DE	MANAGER	C	Control
COMPLIANCEWORKS INC.	DE	MANAGER	C	Control
COMPLIANCEWORKS INC.	DE	MANAGER	C	Control
COMPLIANCEWORKS INC.	DE	MANAGER	C	Control
COMPLIANCEWORKS INC.	DE	MANAGER	C	Control
COMPLIANCEWORKS INC.	DE	MANAGER	C	Control
COMPLIANCEWORKS INC.	DE	MANAGER	C	Control
COMPLIANCEWORKS INC.	DE	MANAGER	C	Control
COMPLIANCEWORKS INC.	DE	MANAGER	C	Control
COMPLIANCEWORKS INC.	DE	MANAGER	C	Control
COMPLIANCEWORKS INC.	DE	MANAGER	C	Control
COMPLIANCEWORKS INC.	DE	MANAGER	C	Control
COMPLIANCEWORKS INC.	DE	MANAGER	C	Control
COMPLIANCEWORKS INC.	DE	MANAGER	C	Control
COMPLIANCEWORKS INC.	DE	MANAGER	C	Control
COMPLIANCEWORKS INC.	DE	MANAGER	C	Control
COMPLIANCEWORKS INC.	DE	MANAGER	C	Control
COMPLIANCEWORKS INC.	DE	MANAGER	C	Control
COMPLIANCEWORKS INC.	DE	MANAGER	C	Control
COMPLIANCEWORKS INC.	DE	MANAGER	C	Control
COMPLIANCEWORKS INC.	DE	MANAGER	C	Control
COMPLIANCEWORKS INC.	DE	MANAGER	C	Control
COMPLIANCEWORKS INC.	DE	MANAGER	C	Control
COMPLIANCEWORKS INC.	DE	MANAGER	C	Control
COMPLIANCEWORKS INC.	DE	MANAGER	C	Control
COMPLIANCEWORKS INC.	DE	MANAGER	C	Control
COMPLIANCEWORKS INC.	DE	MANAGER	C	Control
COMPLIANCEWORKS INC.	DE	MANAGER	C	Control
COMPLIANCEWORKS INC.	DE	MANAGER	C	Control
COMPLIANCEWORKS INC.	DE	MANAGER	C	Control
COMPLIANCEWORKS INC.	DE	MANAGER	C	Control
COMPLIANCEWORKS INC.	DE	MANAGER	C	Control
COMPLIANCEWORKS INC.	DE	MANAGER	C	Control
COMPLIANCEWORKS INC.	DE	MANAGER	C	Control
COMPLIANCEWORKS INC.	DE	MANAGER	C	Control
COMPLIANCEWORKS INC.	DE	MANAGER	C	Control
COMPLIANCEWORKS INC.	DE	MANAGER	C	Control
COMPLIANCEWORKS INC.	DE	MANAGER	C	Control
COMPLIANCEWORKS INC.	DE	MANAGER	C	Control
COMPLIANCEWORKS INC.	DE	MANAGER	C	Control
COMPLIANCEWORKS INC.	DE	MANAGER	C	Control
COMPLIANCEWORKS INC.	DE	MANAGER	C	Control
COMPLIANCEWORKS INC.	DE	MANAGER	C	Control
COMPLIANCEWORKS INC.	DE	MANAGER	C	Control
COMPLIANCEWORKS INC.	DE	MANAGER	C	Control
COMPLIANCEWORKS INC.	DE	MANAGER	C	Control
COMPLIANCEWORKS INC.	DE	MANAGER	C	Control
COMPLIANCEWORKS INC.	DE	MANAGER	C	Control
COMPLIANCEWORKS INC.	DE	MANAGER	C	Control
COMPLIANCEWORKS INC.	DE	MANAGER	C	Control
COMPLIANCEWORKS INC.	DE	MANAGER	C	Control
COMPLIANCEWORKS INC.	DE	MANAGER	C	Control
COMPLIANCEWORKS INC.	DE	MANAGER	C	Control
COMPLIANCEWORKS INC.	DE	MANAGER	C	Control
COMPLIANCEWORKS INC.	DE	MANAGER	C	Control
COMPLIANCEWORKS INC.	DE	MANAGER	C	Control
COMPLIANCEWORKS INC.	DE	MANAGER	C	Control
COMPLIANCEWORKS INC.	DE	MANAGER	C	Control
COMPLIANCEWORKS INC.	DE	MANAGER	C	Control
COMPLIANCEWORKS INC.	DE	MANAGER	C	Control
COMPLIANCEWORKS INC.	DE	MANAGER	C	Control
COMPLIANCEWORKS INC.	DE	MANAGER	C	Control
COMPLIANCEWORKS INC.	DE	MANAGER	C	Control
COMPLIANCEWORKS INC.	DE	MANAGER	C	Control
GROVES, JEFFREY, JAMES	I	CEO/MANAGING MEMBER	C	Control
GROVES, JEFFREY, JAMES	I	CEO/MANAGING MEMBER	C	Control
GROVES, JEFFREY, JAMES	I	CEO/MANAGING MEMBER	C	Control
GROVES, JEFFREY, JAMES	I	CEO/MANAGING MEMBER	C	Control
GROVES, JEFFREY, JAMES	I	CEO/MANAGING MEMBER	C	Control
GROVES, JEFFREY, JAMES	I	CEO/MANAGING MEMBER	C	Control
GROVES, JEFFREY, JAMES	I	CEO/MANAGING MEMBER	C	Control
GROVES, JEFFREY, JAMES	I	CEO/MANAGING MEMBER	C	Control
GROVES, JEFFREY, JAMES	I	CEO/MANAGING MEMBER	C	Control
GROVES, JEFFREY, JAMES	I	CEO/MANAGING MEMBER	C	Control
MIXED COLORS LLC	DE	DIRECT OWNER	C	Control
MIXED COLORS LLC	DE	DIRECT OWNER	C	Control
MIXED COLORS LLC	DE	DIRECT OWNER	C	Control
MIXED COLORS LLC	DE	DIRECT OWNER	C	Control
MIXED COLORS LLC	DE	DIRECT OWNER	C	Control
MIXED COLORS LLC	DE	DIRECT OWNER	C	Control
MIXED COLORS LLC	DE	DIRECT OWNER	C	Control
MIXED COLORS LLC	DE	DIRECT OWNER	C
MIXED COLORS LLC	DE	DIRECT OWNER	C
MIXED COLORS LLC	DE	DIRECT OWNER	C
MIXED COLORS LLC	DE	DIRECT OWNER	C
PIX, LINDA, MICHELLE	I	MANAGING DIRECTOR OF ADVISOR SERVICES	C	Control
PIX, LINDA, MICHELLE	I	MANAGING DIRECTOR OF ADVISOR SERVICES	C	Control
PIX, LINDA, MICHELLE	I	CHIEF OPERATING OFFICER/MEMBER	C	Control
PIX, LINDA, MICHELLE	I	MANAGING DIRECTOR OF ADVISOR SERVICES	C	Control
PIX, LINDA, MICHELLE	I	CHIEF OPERATING OFFICER/MEMBER	C	Control
PIX, LINDA, MICHELLE	I	CHIEF OPERATING OFFICER/MEMBER	C	Control
PIX, LINDA, MICHELLE	I	MANAGING DIRECTOR OF ADVISOR SERVICES	C	Control
PIX, LINDA, MICHELLE	I	MANAGING DIRECTOR OF ADVISOR SERVICES	C	Control
PIX, LINDA, MICHELLE	I	MANAGING DIRECTOR OF ADVISOR SERVICES	C	Control
PIX, LINDA, MICHELLE	I	MANAGING DIRECTOR OF ADVISOR SERVICES	C	Control
PIX, LINDA, MICHELLE	I	MANAGING DIRECTOR OF ADVISOR SERVICES	C	Control
PIX, LINDA, MICHELLE	I	MANAGING DIRECTOR OF ADVISOR SERVICES	C	Control
PIX, LINDA, MICHELLE	I	MANAGING DIRECTOR OF ADVISOR SERVICES	C	Control
PIX, LINDA, MICHELLE	I	MANAGING DIRECTOR OF ADVISOR SERVICES	C	Control
PIX, LINDA, MICHELLE	I	MANAGING DIRECTOR OF ADVISOR SERVICES	C	Control
PIX, LINDA, MICHELLE	I	MANAGING DIRECTOR OF ADVISOR SERVICES	C	Control
PIX, LINDA, MICHELLE	I	MANAGING DIRECTOR OF ADVISOR SERVICES	C	Control
PIX, LINDA, MICHELLE	I	MANAGING DIRECTOR OF ADVISOR SERVICES	C	Control
PIX, LINDA, MICHELLE	I	MANAGING DIRECTOR OF ADVISOR SERVICES	C	Control
PIX, LINDA, MICHELLE	I	MANAGING DIRECTOR OF ADVISOR SERVICES	C	Control
PIX, LINDA, MICHELLE	I	MANAGING DIRECTOR OF ADVISOR SERVICES	C	Control
PIX, LINDA, MICHELLE	I	MANAGING DIRECTOR OF ADVISOR SERVICES	C	Control
PIX, LINDA, MICHELLE	I	MANAGING DIRECTOR OF ADVISOR SERVICES	C	Control
PIX, LINDA, MICHELLE	I	MANAGING DIRECTOR OF ADVISOR SERVICES	C	Control
PIX, LINDA, MICHELLE	I	MANAGING DIRECTOR OF ADVISOR SERVICES	C	Control
PIX, LINDA, MICHELLE	I	MANAGING DIRECTOR OF ADVISOR SERVICES	C	Control
PIX, LINDA, MICHELLE	I	MANAGING DIRECTOR OF ADVISOR SERVICES	C	Control
PIX, LINDA, MICHELLE	I	MANAGING DIRECTOR OF ADVISOR SERVICES	C	Control
PIX, LINDA, MICHELLE	I	MANAGING DIRECTOR OF ADVISOR SERVICES	C	Control
PIX, LINDA, MICHELLE	I	MANAGING DIRECTOR OF ADVISOR SERVICES	C	Control
PIX, LINDA, MICHELLE	I	MANAGING DIRECTOR OF ADVISOR SERVICES	C	Control
PIX, LINDA, MICHELLE	I	MANAGING DIRECTOR OF ADVISOR SERVICES	C	Control
PIX, LINDA, MICHELLE	I	MANAGING DIRECTOR OF ADVISOR SERVICES	C	Control
PIX, LINDA, MICHELLE	I	MANAGING DIRECTOR OF ADVISOR SERVICES	C	Control
PIX, LINDA, MICHELLE	I	MANAGING DIRECTOR OF ADVISOR SERVICES	C	Control
PIX, LINDA, MICHELLE	I	MANAGING DIRECTOR OF ADVISOR SERVICES	C	Control
PIX, LINDA, MICHELLE	I	MANAGING DIRECTOR OF ADVISOR SERVICES	C	Control
PIX, LINDA, MICHELLE	I	MANAGING DIRECTOR OF ADVISOR SERVICES	C	Control
PIX, LINDA, MICHELLE	I	MANAGING DIRECTOR OF ADVISOR SERVICES	C	Control
PIX, LINDA, MICHELLE	I	MANAGING DIRECTOR OF ADVISOR SERVICES	C	Control
PIX, LINDA, MICHELLE	I	MANAGING DIRECTOR OF ADVISOR SERVICES	C	Control
PIX, LINDA, MICHELLE	I	MANAGING DIRECTOR OF ADVISOR SERVICES	C	Control
PIX, LINDA, MICHELLE	I	MANAGING DIRECTOR OF ADVISOR SERVICES	C	Control
PIX, LINDA, MICHELLE	I	MANAGING DIRECTOR OF ADVISOR SERVICES	C	Control
PIX, LINDA, MICHELLE	I	MANAGING DIRECTOR OF ADVISOR SERVICES	C	Control
PIX, LINDA, MICHELLE	I	MANAGING DIRECTOR OF ADVISOR SERVICES	C	Control
PIX, LINDA, MICHELLE	I	MANAGING DIRECTOR OF ADVISOR SERVICES	C	Control
PIX, LINDA, MICHELLE	I	MANAGING DIRECTOR OF ADVISOR SERVICES	C	Control
PIX, LINDA, MICHELLE	I	MANAGING DIRECTOR OF ADVISOR SERVICES	C	Control
PIX, LINDA, MICHELLE	I	MANAGING DIRECTOR OF ADVISOR SERVICES	C	Control
YOUNG, MICHAEL, ALLEN	I	PRESIDENT/CHIEF COMPLIANCE OFFICER	C	Control
YOUNG, MICHAEL, ALLEN	I	PRESIDENT	C	Control
YOUNG, MICHAEL, ALLEN	I	PRESIDENT	C	Control
YOUNG, MICHAEL, ALLEN	I	PRESIDENT	C	Control
YOUNG, MICHAEL, ALLEN	I	PRESIDENT/CHIEF COMPLIANCE OFFICER	C	Control
YOUNG, MICHAEL, ALLEN	I	PRESIDENT	C	Control
YOUNG, MICHAEL, ALLEN	I	PRESIDENT	C	Control
YOUNG, MICHAEL, ALLEN	I	PRESIDENT	C	Control
YOUNG, MICHAEL, ALLEN	I	PRESIDENT	C	Control
YOUNG, MICHAEL, ALLEN	I	PRESIDENT	C	Control
YOUNG, MICHAEL, ALLEN	I	PRESIDENT	C	Control
YOUNG, MICHAEL, ALLEN	I	PRESIDENT	C	Control
YOUNG, MICHAEL, ALLEN	I	PRESIDENT	C	Control
YOUNG, MICHAEL, ALLEN	I	PRESIDENT	C	Control
YOUNG, MICHAEL, ALLEN	I	PRESIDENT	C	Control
YOUNG, MICHAEL, ALLEN	I	PRESIDENT	C	Control
YOUNG, MICHAEL, ALLEN	I	PRESIDENT	C	Control
YOUNG, MICHAEL, ALLEN	I	PRESIDENT	C	Control
YOUNG, MICHAEL, ALLEN	I	PRESIDENT	C	Control
YOUNG, MICHAEL, ALLEN	I	PRESIDENT	C	Control
YOUNG, MICHAEL, ALLEN	I	PRESIDENT	C	Control
YOUNG, MICHAEL, ALLEN	I	PRESIDENT	C	Control
YOUNG, MICHAEL, ALLEN	I	PRESIDENT	C	Control
YOUNG, MICHAEL, ALLEN	I	PRESIDENT	C	Control
YOUNG, MICHAEL, ALLEN	I	PRESIDENT	C	Control
YOUNG, MICHAEL, ALLEN	I	PRESIDENT	C	Control
YOUNG, MICHAEL, ALLEN	I	PRESIDENT	C	Control
YOUNG, MICHAEL, ALLEN	I	PRESIDENT	C	Control
YOUNG, MICHAEL, ALLEN	I	PRESIDENT	C	Control
YOUNG, MICHAEL, ALLEN	I	PRESIDENT	C	Control
YOUNG, MICHAEL, ALLEN	I	PRESIDENT	C	Control
YOUNG, MICHAEL, ALLEN	I	PRESIDENT	C	Control
YOUNG, MICHAEL, ALLEN	I	PRESIDENT	C	Control
YOUNG, MICHAEL, ALLEN	I	PRESIDENT	C	Control
YOUNG, MICHAEL, ALLEN	I	PRESIDENT	C	Control
YOUNG, MICHAEL, ALLEN	I	PRESIDENT	C	Control
YOUNG, MICHAEL, ALLEN	I	PRESIDENT	C	Control
YOUNG, MICHAEL, ALLEN	I	PRESIDENT	C	Control
YOUNG, MICHAEL, ALLEN	I	PRESIDENT	C	Control
YOUNG, MICHAEL, ALLEN	I	PRESIDENT	C	Control
YOUNG, MICHAEL, ALLEN	I	PRESIDENT	C	Control
YOUNG, MICHAEL, ALLEN	I	PRESIDENT	C	Control
YOUNG, MICHAEL, ALLEN	I	PRESIDENT	C	Control
YOUNG, MICHAEL, ALLEN	I	PRESIDENT	C	Control
YOUNG, MICHAEL, ALLEN	I	PRESIDENT	C	Control
YOUNG, MICHAEL, ALLEN	I	PRESIDENT	C	Control
YOUNG, MICHAEL, ALLEN	I	PRESIDENT	C	Control
YOUNG, MICHAEL, ALLEN	I	PRESIDENT	C	Control
YOUNG, MICHAEL, ALLEN	I	PRESIDENT	C	Control
YOUNG, MICHAEL, ALLEN	I	PRESIDENT	C	Control
YOUNG, MICHAEL, ALLEN	I	PRESIDENT	C	Control
YOUNG, MICHAEL, ALLEN	I	PRESIDENT	C	Control
YOUNG, MICHAEL, ALLEN	I	PRESIDENT	C	Control
YOUNG, MICHAEL, ALLEN	I	PRESIDENT	C	Control
YOUNG, MICHAEL, ALLEN	I	PRESIDENT	C	Control
YOUNG, MICHAEL, ALLEN	I	PRESIDENT	C	Control
YOUNG, MICHAEL, ALLEN	I	PRESIDENT	C	Control
YOUNG, MICHAEL, ALLEN	I	PRESIDENT	C	Control
YOUNG, MICHAEL, ALLEN	I	PRESIDENT	C	Control
YOUNG, MICHAEL, ALLEN	I	PRESIDENT	C	Control
YOUNG, MICHAEL, ALLEN	I	PRESIDENT	C	Control
YOUNG, MICHAEL, ALLEN	I	PRESIDENT	C	Control
YOUNG, MICHAEL, ALLEN	I	PRESIDENT	C	Control
YOUNG, MICHAEL, ALLEN	I	PRESIDENT	C	Control
YOUNG, MICHAEL, ALLEN	I	PRESIDENT	C	Control
YOUNG, MICHAEL, ALLEN	I	PRESIDENT	C	Control
YOUNG, MICHAEL, ALLEN	I	PRESIDENT	C	Control
YOUNG, MICHAEL, ALLEN	I	PRESIDENT	C	Control
YOUNG, MICHAEL, ALLEN	I	PRESIDENT	C	Control
YOUNG, MICHAEL, ALLEN	I	PRESIDENT	C	Control
YOUNG, MICHAEL, ALLEN	I	CHIEF OPERATING OFFICER	C	Control
YOUNG, MICHAEL, ALLEN	I	PRESIDENT	C	Control
YOUNG, MICHAEL, ALLEN	I	CHIEF OPERATING OFFICER	C	Control
YOUNG, MICHAEL, ALLEN	I	PRESIDENT	C	Control
YOUNG, MICHAEL, ALLEN	I	PRESIDENT	C	Control
YOUNG, MICHAEL, ALLEN	I	PRESIDENT	C	Control
YOUNG, MICHAEL, ALLEN	I	CHIEF OPERATING OFFICER	C	Control
YOUNG, MICHAEL, ALLEN	I	CHIEF OPERATING OFFICER	C	Control
YOUNG, MICHAEL, ALLEN	I	CHIEF OPERATING OFFICER	C	Control
YOUNG, MICHAEL, ALLEN	I	CHIEF OPERATING OFFICER	C	Control
YOUNG, MICHAEL, ALLEN	I	PRESIDENT AND MANAGING PARTNER	C	Control
YOUNG, MICHAEL, ALLEN	I	PRESIDENT AND MANAGING PARTNER	C	Control
YOUNG, MICHAEL, ALLEN	I	PRESIDENT AND MANAGING PARTNER	C	Control
YOUNG, MICHAEL, ALLEN	I	PRESIDENT AND MANAGING PARTNER	C	Control
YOUNG, MICHAEL, ALLEN	I	PRESIDENT AND MANAGING PARTNER	C	Control
YOUNG, MICHAEL, ALLEN	I	PRESIDENT AND MANAGING PARTNER	C	Control
YOUNG, MICHAEL, ALLEN	I	PRESIDENT AND MANAGING PARTNER	C	Control
FITZPATRICK, TRACY, CARA	I	CHIEF MARKETING OFFICER/MEMBER	B
FITZPATRICK, TRACY, CARA	I	CHIEF MARKETING OFFICER/MEMBER	B
FITZPATRICK, TRACY, CARA	I	CHIEF MARKETING OFFICER/MEMBER	B
PIX, LINDA, MICHELLE	I	MANAGING DIRECTOR OF ADVISOR SERVICES	B	Control
PIX, LINDA, MICHELLE	I	MANAGING DIRECTOR OF ADVISOR SERVICES	B	Control
PIX, LINDA, MICHELLE	I	MANAGING DIRECTOR OF ADVISOR SERVICES	B	Control
PIX, LINDA, MICHELLE	I	MANAGING DIRECTOR OF ADVISOR SERVICES	B	Control
PIX, LINDA, MICHELLE	I	MANAGING DIRECTOR OF ADVISOR SERVICES	B	Control
PIX, LINDA, MICHELLE	I	MANAGING DIRECTOR OF ADVISOR SERVICES	B	Control
PIX, LINDA, MICHELLE	I	MANAGING DIRECTOR OF ADVISOR SERVICES	B	Control
PIX, LINDA, MICHELLE	I	MANAGING DIRECTOR OF ADVISOR SERVICES	B	Control
PIX, LINDA, MICHELLE	I	MANAGING DIRECTOR OF ADVISOR SERVICES	B	Control
PIX, LINDA, MICHELLE	I	MANAGING DIRECTOR OF ADVISOR SERVICES	B	Control
PIX, LINDA, MICHELLE	I	MANAGING DIRECTOR OF ADVISOR SERVICES	B	Control
PIX, LINDA, MICHELLE	I	MANAGING DIRECTOR OF ADVISOR SERVICES	B	Control
PIX, LINDA, MICHELLE	I	MANAGING DIRECTOR OF ADVISOR SERVICES	B	Control
PIX, LINDA, MICHELLE	I	MANAGING DIRECTOR OF ADVISOR SERVICES	B	Control
PIX, LINDA, MICHELLE	I	MANAGING DIRECTOR OF ADVISOR SERVICES	B	Control
PIX, LINDA, MICHELLE	I	MANAGING DIRECTOR OF ADVISOR SERVICES	B	Control
PIX, LINDA, MICHELLE	I	MANAGING DIRECTOR OF ADVISOR SERVICES	B	Control
PIX, LINDA, MICHELLE	I	MANAGING DIRECTOR OF ADVISOR SERVICES	B	Control
PIX, LINDA, MICHELLE	I	MANAGING DIRECTOR OF ADVISOR SERVICES	B	Control
PIX, LINDA, MICHELLE	I	MANAGING DIRECTOR OF ADVISOR SERVICES	B	Control
PIX, LINDA, MICHELLE	I	MANAGING DIRECTOR OF ADVISOR SERVICES	B	Control
PIX, LINDA, MICHELLE	I	MANAGING DIRECTOR OF ADVISOR SERVICES	B	Control
PIX, LINDA, MICHELLE	I	MANAGING DIRECTOR OF ADVISOR SERVICES	B	Control
PIX, LINDA, MICHELLE	I	MANAGING DIRECTOR OF ADVISOR SERVICES	B	Control
PIX, LINDA, MICHELLE	I	MANAGING DIRECTOR OF ADVISOR SERVICES	B	Control
PIX, LINDA, MICHELLE	I	MANAGING DIRECTOR OF ADVISOR SERVICES	B	Control
PIX, LINDA, MICHELLE	I	MANAGING DIRECTOR OF ADVISOR SERVICES	B	Control
PIX, LINDA, MICHELLE	I	MANAGING DIRECTOR OF ADVISOR SERVICES	B	Control
PIX, LINDA, MICHELLE	I	MANAGING DIRECTOR OF ADVISOR SERVICES	B	Control
PIX, LINDA, MICHELLE	I	MANAGING DIRECTOR OF ADVISOR SERVICES	B	Control
PIX, LINDA, MICHELLE	I	MANAGING DIRECTOR OF ADVISOR SERVICES	B	Control
PIX, LINDA, MICHELLE	I	MANAGING DIRECTOR OF ADVISOR SERVICES	B	Control
PIX, LINDA, MICHELLE	I	MANAGING DIRECTOR OF ADVISOR SERVICES	B	Control
PIX, LINDA, MICHELLE	I	MANAGING DIRECTOR OF ADVISOR SERVICES	B	Control
PIX, LINDA, MICHELLE	I	MANAGING DIRECTOR OF ADVISOR SERVICES	B	Control
PIX, LINDA, MICHELLE	I	MANAGING DIRECTOR OF ADVISOR SERVICES	B	Control
PIX, LINDA, MICHELLE	I	MANAGING DIRECTOR OF ADVISOR SERVICES	B	Control
YOUNG, MICHAEL, ALLEN	I	PRESIDENT/CHIEF COMPLIANCE OFFICER	B	Control
YOUNG, MICHAEL, ALLEN	I	PRESIDENT/CHIEF COMPLIANCE OFFICER	B	Control
YOUNG, MICHAEL, ALLEN	I	PRESIDENT/CHIEF COMPLIANCE OFFICER	B	Control
YOUNG, MICHAEL, ALLEN	I	PRESIDENT/CHIEF COMPLIANCE OFFICER	B	Control
PIX, LINDA, MICHELLE	I	CO-FOUNDER AND CHIEF RELATIONSHIP OFFICER	A	Control
PIX, LINDA, MICHELLE	I	CO-FOUNDER AND CHIEF RELATIONSHIP OFFICER	A	Control
PIX, LINDA, MICHELLE	I	CO-FOUNDER AND CHIEF RELATIONSHIP OFFICER	A	Control
PIX, LINDA, MICHELLE	I	CO-FOUNDER AND CHIEF RELATIONSHIP OFFICER	A	Control
PIX, LINDA, MICHELLE	I	CO-FOUNDER AND CHIEF RELATIONSHIP OFFICER	A	Control
PIX, LINDA, MICHELLE	I	CO-FOUNDER AND CHIEF RELATIONSHIP OFFICER	A	Control
PIX, LINDA, MICHELLE	I	CO-FOUNDER AND CHIEF RELATIONSHIP OFFICER	A	Control

Indirect Owners (Schedule B)

Name	Type	Entity	Ownership	Control
GROVES, JEFFREY, JAMES	I	COMPLIANCEWORKS INC.	E	Control
GROVES, JEFFREY, JAMES	I	COMPLIANCEWORKS INC.	E	Control
GROVES, JEFFREY, JAMES	I	COMPLIANCEWORKS INC.	E	Control
GROVES, JEFFREY, JAMES	I	COMPLIANCEWORKS INC.	E	Control
GROVES, JEFFREY, JAMES	I	COMPLIANCEWORKS INC.	E	Control
GROVES, JEFFREY, JAMES	I	COMPLIANCEWORKS INC.	E	Control
GROVES, JEFFREY, JAMES	I	COMPLIANCEWORKS INC.	E	Control
GROVES, JEFFREY, JAMES	I	COMPLIANCEWORKS INC.	E	Control
GROVES, JEFFREY, JAMES	I	COMPLIANCEWORKS INC.	E	Control
GROVES, JEFFREY, JAMES	I	COMPLIANCEWORKS INC.	E	Control
GROVES, JEFFREY, JAMES	I	COMPLIANCEWORKS INC.	E	Control
GROVES, JEFFREY, JAMES	I	COMPLIANCEWORKS INC.	E	Control
GROVES, JEFFREY, JAMES	I	COMPLIANCEWORKS INC.	E	Control
GROVES, JEFFREY, JAMES	I	COMPLIANCEWORKS INC.	E	Control
GROVES, JEFFREY, JAMES	I	COMPLIANCEWORKS INC.	E	Control
GROVES, JEFFREY, JAMES	I	COMPLIANCEWORKS INC.	E	Control
GROVES, JEFFREY, JAMES	I	COMPLIANCEWORKS INC.	E	Control
GROVES, JEFFREY, JAMES	I	COMPLIANCEWORKS INC.	E	Control
GROVES, JEFFREY, JAMES	I	COMPLIANCEWORKS INC.	E	Control
GROVES, JEFFREY, JAMES	I	COMPLIANCEWORKS INC.	E	Control
GROVES, JEFFREY, JAMES	I	COMPLIANCEWORKS INC.	E	Control
GROVES, JEFFREY, JAMES	I	COMPLIANCEWORKS INC.	E	Control
GROVES, JEFFREY, JAMES	I	COMPLIANCEWORKS INC.	E	Control
GROVES, JEFFREY, JAMES	I	COMPLIANCEWORKS INC.	E	Control
GROVES, JEFFREY, JAMES	I	COMPLIANCEWORKS INC.	E	Control
GROVES, JEFFREY, JAMES	I	COMPLIANCEWORKS INC.	E	Control
GROVES, JEFFREY, JAMES	I	COMPLIANCEWORKS INC.	E	Control
GROVES, JEFFREY, JAMES	I	COMPLIANCEWORKS INC.	E	Control
GROVES, JEFFREY, JAMES	I	COMPLIANCEWORKS INC.	E	Control
GROVES, JEFFREY, JAMES	I	COMPLIANCEWORKS INC.	E	Control
GROVES, JEFFREY, JAMES	I	COMPLIANCEWORKS INC.	E	Control
GROVES, JEFFREY, JAMES	I	COMPLIANCEWORKS INC.	E	Control
GROVES, JEFFREY, JAMES	I	COMPLIANCEWORKS INC.	E	Control
GROVES, JEFFREY, JAMES	I	COMPLIANCEWORKS INC.	E	Control
GROVES, JEFFREY, JAMES	I	COMPLIANCEWORKS INC.	E	Control
GROVES, JEFFREY, JAMES	I	COMPLIANCEWORKS INC.	E	Control
GROVES, JEFFREY, JAMES	I	COMPLIANCEWORKS INC.	E	Control
GROVES, JEFFREY, JAMES	I	COMPLIANCEWORKS INC.	E	Control
GROVES, JEFFREY, JAMES	I	COMPLIANCEWORKS INC.	E	Control
GROVES, JEFFREY, JAMES	I	COMPLIANCEWORKS INC.	E	Control
GROVES, JEFFREY, JAMES	I	COMPLIANCEWORKS INC.	E	Control
GROVES, JEFFREY, JAMES	I	COMPLIANCEWORKS INC.	E	Control
GROVES, JEFFREY, JAMES	I	COMPLIANCEWORKS INC.	E	Control
GROVES, JEFFREY, JAMES	I	COMPLIANCEWORKS INC.	E	Control
GROVES, JEFFREY, JAMES	I	COMPLIANCEWORKS INC.	E	Control
GROVES, JEFFREY, JAMES	I	COMPLIANCEWORKS INC.	E	Control
GROVES, JEFFREY, JAMES	I	COMPLIANCEWORKS INC.	E	Control
GROVES, JEFFREY, JAMES	I	COMPLIANCEWORKS INC.	E	Control
GROVES, JEFFREY, JAMES	I	COMPLIANCEWORKS INC.	E	Control
GROVES, JEFFREY, JAMES	I	COMPLIANCEWORKS INC.	E	Control
GROVES, JEFFREY, JAMES	I	COMPLIANCEWORKS INC.	E	Control
GROVES, JEFFREY, JAMES	I	COMPLIANCEWORKS INC.	E	Control
GROVES, JEFFREY, JAMES	I	COMPLIANCEWORKS INC.	E	Control
GROVES, JEFFREY, JAMES	I	COMPLIANCEWORKS INC.	E	Control
GROVES, JEFFREY, JAMES	I	COMPLIANCEWORKS INC.	E	Control
GROVES, JEFFREY, JAMES	I	COMPLIANCEWORKS INC.	E	Control
GROVES, JEFFREY, JAMES	I	COMPLIANCEWORKS INC.	E	Control
GROVES, JEFFREY, JAMES	I	COMPLIANCEWORKS INC.	E	Control
GROVES, JEFFREY, JAMES	I	COMPLIANCEWORKS INC.	E	Control
GROVES, JEFFREY, JAMES	I	COMPLIANCEWORKS INC.	E	Control
GROVES, JEFFREY, JAMES	I	COMPLIANCEWORKS INC.	E	Control
GROVES, JEFFREY, JAMES	I	COMPLIANCEWORKS INC.	E	Control
GROVES, JEFFREY, JAMES	I	COMPLIANCEWORKS INC.	E	Control
GROVES, JEFFREY, JAMES	I	COMPLIANCEWORKS INC.	E	Control
GROVES, JEFFREY, JAMES	I	COMPLIANCEWORKS INC.	E	Control
GROVES, JEFFREY, JAMES	I	COMPLIANCEWORKS INC.	E	Control
GROVES, JEFFREY, JAMES	I	COMPLIANCEWORKS INC.	E	Control
GROVES, JEFFREY, JAMES	I	COMPLIANCEWORKS INC.	E	Control
GROVES, JEFFREY, JAMES	I	COMPLIANCEWORKS INC.	E	Control
GROVES, JEFFREY, JAMES	I	COMPLIANCEWORKS INC.	E	Control
GROVES, JEFFREY, JAMES	I	COMPLIANCEWORKS INC.	E	Control
GROVES, JEFFREY, JAMES	I	COMPLIANCEWORKS INC.	E	Control
GROVES, JEFFREY, JAMES	I	COMPLIANCEWORKS INC.	E	Control
GROVES, JEFFREY, JAMES	I	COMPLIANCEWORKS INC.	E	Control
GROVES, JEFFREY, JAMES	I	COMPLIANCEWORKS INC.	E	Control
GROVES, JEFFREY, JAMES	I	COMPLIANCEWORKS INC.	E	Control
GROVES, JEFFREY, JAMES	I	COMPLIANCEWORKS INC.	E	Control
GROVES, JEFFREY, JAMES	I	COMPLIANCEWORKS INC.	E	Control
GROVES, JEFFREY, JAMES	I	COMPLIANCEWORKS INC.	E	Control
GROVES, JEFFREY, JAMES	I	COMPLIANCEWORKS INC.	E	Control
GROVES, JEFFREY, JAMES	I	COMPLIANCEWORKS INC.	E	Control

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Federal

Dec 23, 2025 REGISTERED

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