| Relationships | Role | Relationship Start | Relationship End |
| Bok Financial Corporation | Parent | 6/30/2007 | 8/16/2012 |
| Bok Financial Corporation | Parent | 4/20/2007 | 6/29/2007 |
| Acquisitions & Mergers | Role | Assets | Acct Method | Type | Transaction Date |
| Milestone Group, Inc., The | Buyer | Discontinued | 8/17/2012 |