| Relationships | Role | Relationship Start | Relationship End |
| Boston Private Financial Holdings, Inc. | Parent | 12/17/2002 | 1/27/2011 |
| Coldstream Capital Management, Inc. | Subsidary | 12/17/2002 | 1/27/2011 |
| Coldstream Securities, Inc. | Subsidary | 2/1/2007 | 1/27/2011 |
| Relationships | Role | Relationship Start | Relationship End |
| Boston Private Financial Holdings, Inc. | Parent | 12/17/2002 | 1/27/2011 |
| Coldstream Capital Management, Inc. | Subsidary | 12/17/2002 | 1/27/2011 |
| Coldstream Securities, Inc. | Subsidary | 2/1/2007 | 1/27/2011 |