tion Rel. Net Worth Relationship Investable Assets (Est.) Revenue Potential ($M per annum) Last Modified Date Last Activity Date Date Contacted Forbes Ranking Category Notes 3 G CAPITAL RELATIONSHIP 00000492967 Active Tier 2 ######## H EFTA01475322 EFTA01475323 Stew 25 Customer Name Customer Number Stat

n Rel. Net Wor th Relationship Investable Assets (Est.) Revenue Potential ($M per annum) Last Modifie d Date Last Activity Date Date Contacted Forbes Ranking Category Notes EFTA01475373 EFTA01475374 Stew 25 Customer Name Last Call Note Customer Number Status Relationship Classification Rel. Net Wor th Re

on Rel. Net Wor h Relationship Investable Assets (Est.) Revenue Potential ($M per annum) Last Modifie d Date Last Activity Date Date Contacted Forbes Ranking Category Notes EFTA01475386 EFTA01475387 Stew 25 Customer Name Last Call Note Customer Number Status Relationship Classification th Relationship Inv

s Relationship Classification th Relationship Investable Assets (Est.) Revenue Potential ($M per annum) d Date Last Activity Date Date Contacted Forbes Ranking Category Notes 3 G CAPITAL RELATIONSHIP 00000492967 Active Tier 2 66666666 H AVISTA RELATIONSHIP 5/16/2013 00000408824 Active Tier 3 $25 - 50 M ftf