Relationships Role Relationship Start Relationship End
Rbc Usa Holdco Corporation Parent 11/2/2015
City National Corporation Parent 4/1/2003 11/1/2015
Mid-Continent Capital, L.L.C. Subsidary 4/1/2003
Ccm Holdings Iii, Llc Subsidary 4/1/2003
Independence Investments Llc Subsidary 3/23/2006
Convergent Wealth Advisors, Llc Subsidary 5/1/2007
Lmcg Investments, Llc Subsidary 7/21/2009
Clifford Swan Investment Counsel Llc Subsidary 4/1/2003 12/11/2015
Ccm Holdings, Llc Subsidary 4/1/2003 7/1/2014
Ambs Investment Counsel, L.L.C. Subsidary 4/1/2003 1/1/2014
Ccm Advisors, Llc Subsidary 4/1/2003 1/12/2011
Convergent Capital Institutional, Llc Subsidary 11/14/2008 10/18/2010
Cadinha & Co., Llc Subsidary 4/1/2003 12/29/2006
Ccm Holdings Ii, Llc Subsidary 4/1/2003 12/4/2006
Patterson Capital Management, Lp Subsidary 4/1/2003 7/31/2006
Bufka & Rodgers, Llc Subsidary 4/1/2003 4/30/2006