| Relationships | Role | Relationship Start | Relationship End |
| Franklin/Templeton Distributors, Inc. | Parent | 4/10/2001 | 9/16/2014 |
| Peoples Bancorp Inc. | Subsidary | 1/4/2012 | 2/6/2012 |
| Peoples Bancorp Inc. | Subsidary | 7/30/2010 | 1/3/2012 |
| Chemical Financial Corporation | Subsidary | 7/27/2009 | 7/21/2011 |
| Peoples Bancorp Inc. | Subsidary | 1/23/2008 | 7/29/2010 |
| Peoples Bancorp Inc. | Subsidary | 12/31/2006 | 1/22/2008 |