Relationships Role Relationship Start Relationship End
Lovell Minnick Equity Advisors Llc Parent 6/19/2002 5/31/2008
Atlantic Asset Management L.L.C. Subsidary 6/13/2003 5/31/2008
Berkeley Capital Management Llc Subsidary 5/7/2003 5/31/2008
Duff & Phelps Holdings Llc Subsidary 3/15/2004 5/31/2008
Lm Duff Holdings Llc Subsidary 9/30/2005 5/31/2008
Assetmark Investment Services, Inc. Subsidary 6/19/2002 10/21/2006
Assetmark Capital Corporation Subsidary 6/19/2002 10/21/2006
Powelljohnson, Inc. Subsidary 7/31/2003 9/30/2004
Stein Roe Investment Counsel, L.L.C. Subsidary 6/19/2002 3/1/2004