| Relationships | Role | Relationship Start | Relationship End |
| M&T Bank Corporation | Parent | 3/1/2003 | 9/12/2006 |
| Olympia Financial Corp. | Parent | 10/7/2000 | 2/28/2003 |
| Keystone Financial, Inc. | Parent | 7/26/1995 | 10/6/2000 |
| Acquisitions & Mergers | Role | Assets | Acct Method | Type | Transaction Date |
| Wilmington Trust Investment Advisors, Inc. | Buyer | Discontinued | 9/13/2006 | ||
| Governors Group Advisors, Inc. | Seller | Discontinued | 5/31/2000 | ||
| Martindale Andres And Company, Inc. | Seller | Discontinued | 12/1/1995 |