| Relationships | Role | Relationship Start | Relationship End |
| Bmo Financial Corp. | Parent | 12/10/2012 | |
| Harris Ria Holdings, Inc. | Parent | 5/1/2012 | 12/9/2012 |
| Harris Mycfo, Inc. | Parent | 11/1/2002 | 4/30/2012 |
| Palo Alto Investment Partners I, L.P. | Subsidary | 12/31/2015 | |
| Palo Alto Investment Partners Ii, L.P. | Subsidary | 12/31/2015 | |
| Porthos Partners, Llc | Subsidary | 6/1/2012 | 10/31/2015 |
| Acquisitions & Mergers | Role | Assets | Acct Method | Type | Transaction Date |
| Ctc Consulting, Llc | Seller | Discontinued | 6/1/2012 | ||
| Harris Mycfo, Inc. | Seller | Discontinued | 5/1/2012 |