| Relationships | Role | Relationship Start | Relationship End |
| Bana Holding Corporation | Parent | 5/1/2001 | 9/30/2003 |
| Michigan National Corporation | Parent | 4/13/1995 | 4/30/2001 |
| Independence One Investment Services Corporation | Parent | 4/10/1987 | 4/12/1995 |
| Acquisitions & Mergers | Role | Assets | Acct Method | Type | Transaction Date |
| Morison Asset Management, Inc. | Seller | Discontinued | 9/1/1990 |