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| John Young Campbell | Member / board member | 1 Jun 1999 | Other | 4367036 |
| Highcrest Capital Partners Llc | Sole general partner of highcrest partners l.p | 1 Aug 1999 | Other | 95-4802253 |
| Inc. Putnam Lovell Capital Partners | Sole managing member of highcrest capital partners llc | 1 Aug 1999 | Other | 95-4653753 |
| Inc. Putnam Lovell Group | Sole shareholder of putnam lovell capital partners, inc. | 1 Aug 1999 | 75% - 100% | 95-3283346 |
| Lf Global Holdings Llc | Limited partner of highcrest partners, l.p. | 1 Aug 1999 | 25% - 50% | 33-0775952 |
| Inc. Putnam Lovell Nbf Group | Sole shareholder of putnam lovell capital partners, inc. | 1 Aug 1999 | 75% - 100% | 95-3283346 |
| National Bank Of Canada | Sole shareholder of national bank financial, inc. | 1 Sep 1999 | 75% - 100% | 00-0000000 |
| Progress Putnam Lovell Advisors Llc | Sole managing member of progress-putnam lovell ventures llc | 1 Apr 2000 | Other | 95-4802253 |
| California Public Employees Retirement System | Non-managing member of progress-putnam lovell ventures, llc | 1 Apr 2000 | 75% - 100% | 94-6207465 |
| Highcrest California Partners Llc | Managing member of progress-putnam lovell advisors llc | 1 Apr 2000 | 75% - 100% | 95-4706384 |
| Jeffrey Dale Lovell | Manager | 1 Apr 2000 | Other | 1095362 |
| James Edward Minnick | Manager | 1 Apr 2000 | Other | 716204 |
| Jr. Thurman Vernon White | Manager | 1 Apr 2000 | Other | 4378802 |
| Donna Kathleen Gilding | Manager | 1 Apr 2000 | Other | 4379194 |
| Progress Lovell Minnick Advisors Llc | Sole managing member | 1 Apr 2000 | Other | 95-4802253 |
| Progress Highcrest Advisors Llc | Sole managing member of progress highcrest ventures llc | 1 May 2000 | Other | 95-4802253 |
| California Public Employees Retirement System | Non-managing member of progress highcrest ventures, llc | 1 May 2000 | 75% - 100% | 00-0000000 |
| Progress Investment Management Company | Managing member of progress highcrest advisors, llc | 1 May 2000 | 50% - 75% | 94-3109216 |
| Highcrest California Partners Llc | Managing member of progress highcrest advisors llc | 1 May 2000 | 50% - 75% | 95-4706384 |
| Inc. Liberty Financial Companies | Parent company of progress investment management company | 1 May 2000 | 75% - 100% | 04-3260640 |
| Inc. Putnam Lovell Capital Partners | Sole managing member of highcrest california partners, llc | 1 May 2000 | Other | 95-4653753 |
| Putnam Lovell Group | Sole shareholder of putnam lovell capital partners, inc. | 1 May 2000 | 75% - 100% | 95-3283346 |
| Progress Putnam Lovell Advisors Llc | Sole managing member of progress-putnam lovell highcrest ventures llc | 1 May 2000 | Other | 95-4802253 |
| Columbia Management Group Inc | Parent company of progress investment management company | 1 May 2000 | 75% - 100% | 01-0547933 |
| Fleet National Bank | Parent company of columbia group inc | 1 May 2000 | 75% - 100% | 04-2472499 |
| Fleet Boston Financial Corporation | Parent company of fleet national bank | 1 May 2000 | 75% - 100% | 05-0341324 |
| Inc National Bank Financial | Sole shareholder of putnam lovell nbf group, inc | 1 Jun 2002 | 75% - 100% | 00-0000000 |
| Lovell Minnick Partners Llc | Sole managing member of highcrest capital partners llc | 1 Feb 2004 | Other | 20-0493456 |
| Lovell Minnick Holdings Llc | Sole managing member of lovell minnick partners llc | 1 Feb 2004 | Other | 200498914 |
| Jeffrey Dale Lovell | Co managing member of lovell minnick holdings llc | 1 Feb 2004 | 50% - 75% | 1095362 |
| James Edward Minnick | Co managing member of lovell minnick holdings llc | 1 Feb 2004 | 25% - 50% | 716204 |
| Lovell Minnick Parnters Llc | Sole managing member | 1 Feb 2004 | 75% - 100% | 200493456 |
| Jennings Jay Newcom | Co managing member | 1 Feb 2004 | 25% - 50% | 4358060 |
| Jose Patricio Balagot | Manager | 1 Aug 2005 | Other | 4379393 |
| Bruce Clarke | Member / board member | 1 May 2007 | Other | 2056865 |
| Peter Rathjens | Member / board member | 1 May 2007 | Other | 2206615 |
| John Young Campbell | Member / board member | 1 May 2007 | Other | 4367036 |
| Inc. Arrowstreet Gp | Managing member | 1 May 2007 | Other | 04-3480901 |
| Richard Irving Morris | Member / board member | 1 Jul 2008 | Other | 2077460 |
| Thomas James Delong | Member / board member | 1 Sep 2011 | Other | 2400082 |
| Tuomo O. Vuolteenaho | Member / board member | 1 Sep 2012 | Other | 6121046 |
| Anthony Ryan | Member / board member | 1 Sep 2012 | Other | 2101280 |
| Albert Sidney Kyle | Member / board member | 1 Dec 2012 | Other | 2835847 |
| Vaithehi Muttulingam | Member / board member | 1 Apr 2013 | Other | 4947816 |
| Sarah K. Fromson | Member / board member | 1 Jun 2018 | Other | 7090438 |
| Derek Andrew Vance | Member / board member | 1 Apr 2019 | Other | 5402970 |