| Name | Title | City, State | Date |
|---|---|---|---|
| Angela Mari | Director of Operations, CCO | Ashburn, Virginia | 17 Feb 2026 |
| Name | Holdings Value | Location | File Number |
|---|---|---|---|
| AE Wealth Management LLC | $17,422,671,879 | Topeka, KS | 028-17779 |
| Impact Partnership Wealth, LLC | $779,740,151 | Marietta, GA | 028-23300 |