| Relationships | Role | Relationship Start | Relationship End |
| Mulberry Asset Management, Inc. | Parent | 12/2/2008 | |
| Iris Asset Management, Inc. | Parent | 6/30/2007 | 12/1/2008 |
| Iris Asset Management, Inc. | Parent | 12/2/2006 | 6/29/2007 |
| Copper Asset Management, Inc. | Parent | 4/23/2004 | 12/1/2006 |
| Wells Fargo Bank, National Association | Parent | 2/20/2004 | 4/22/2004 |
| Norwest Bank Wisconsin | Parent | 1/1/1992 | 2/19/2004 |
| Norwest Bank Wisconsin Green Bay, National Association | Parent | 12/31/1990 | 12/31/1991 |
| Violet Asset Management, Inc. | Subsidary | 6/30/2007 | |
| Bitterroot Asset Management, Inc. | Subsidary | 11/21/2011 | 11/27/2012 |
| Violet Asset Management, Inc. | Subsidary | 12/2/2006 | 6/29/2007 |
| Acquisitions & Mergers | Role | Assets | Acct Method | Type | Transaction Date |
| Lacrosse Asset Management, Inc. | Seller | Discontinued | 6/26/2000 | ||
| Eau Claire Asset Management, Inc. | Seller | Discontinued | 6/20/1995 | ||
| Waupun Asset Management, Inc. | Seller | Discontinued | 8/31/1994 | ||
| Oconton County Asset Management, Inc. | Seller | Discontinued | 1/2/1992 | ||
| Milwaukee Asset Management, Inc. | Seller | Discontinued | 1/2/1992 | ||
| Sheboygan Asset Management, Inc. | Seller | Discontinued | 1/2/1992 | ||
| Appleton Asset Management, Inc. | Seller | Discontinued | 1/2/1992 | ||
| Green Bay Investment Corporation | Seller | Discontinued | 1/16/1991 |