| Relationships | Role | Relationship Start | Relationship End |
| Rbc Usa Holdco Corporation | Parent | 11/2/2015 | |
| City National Corporation | Parent | 6/30/2007 | 11/1/2015 |
| City National Corporation | Parent | 4/1/2003 | 6/29/2007 |
| Ccm Holdings Iii, Llc | Subsidary | 4/1/2003 | |
| Clifford Swan Investment Counsel Llc | Subsidary | 11/1/2007 | 12/11/2015 |
| Philip V. Swan Associates, Llc | Subsidary | 4/1/2003 | 10/31/2007 |