| Relationships | Role | Relationship Start | Relationship End |
| Everen Capital Corporation | Parent | 7/1/2003 |
| Acquisitions & Mergers | Role | Assets | Acct Method | Type | Transaction Date |
| Wells Fargo Institutional Securities, Llc | Seller | Discontinued | 3/1/2015 | ||
| Wells Fargo Brokerage Services, Llc | Seller | Discontinued | 11/7/2009 | ||
| Wells Fargo Securities, Llc | Seller | Discontinued | 7/1/2009 |