| Relationships | Role | Relationship Start | Relationship End |
| Bofa Advisors, Llc | Parent | 6/30/2007 | 4/17/2016 |
| Bofa Advisors, Llc | Parent | 9/30/2005 | 6/29/2007 |
| Columbia Management Advisors, Inc. | Parent | 4/1/2003 | 9/29/2005 |
| Colonial Management Associates, Inc. | Parent | 11/1/2001 | 3/31/2003 |
| Bacap Advisory Partners, Llc | Subsidary | 8/22/2005 | 12/21/2005 |
| Acquisitions & Mergers | Role | Assets | Acct Method | Type | Transaction Date |
| Bacap Distributors, Llc | Seller | Discontinued | 8/22/2005 |