| 2023-12-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 4 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,795,000 | 151 |
| Number of Managed Accounts | $1,027,000 | 201 |
| Number of Non-Managed Accounts | $768,000 | 75 |
| Total fiduciary and related assets | $2,098,567,000 | 178 |
| Managed Assets ($) | $982,115,000 | 207 |
| Non-managed Assets ($) | $1,116,452,000 | 117 |
| Memoranda |
| Gross Fiduciary activities income | $8,524,000 | 197 |
| 2023-09-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 5 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,794,000 | 146 |
| Number of Managed Accounts | $1,048,000 | 190 |
| Number of Non-Managed Accounts | $746,000 | 71 |
| Total fiduciary and related assets | $2,096,718,000 | 170 |
| Managed Assets ($) | $936,159,000 | 210 |
| Non-managed Assets ($) | $1,160,559,000 | 112 |
| Memoranda |
| Gross Fiduciary activities income | $6,358,000 | 195 |
| 2023-06-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 3 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,765,000 | 151 |
| Number of Managed Accounts | $1,027,000 | 191 |
| Number of Non-Managed Accounts | $738,000 | 74 |
| Total fiduciary and related assets | $2,053,706,000 | 171 |
| Managed Assets ($) | $1,002,691,000 | 200 |
| Non-managed Assets ($) | $1,051,015,000 | 116 |
| Memoranda |
| Gross Fiduciary activities income | $4,146,000 | 195 |
| 2023-03-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,736,000 | 159 |
| Number of Managed Accounts | $1,004,000 | 196 |
| Number of Non-Managed Accounts | $732,000 | 75 |
| Total fiduciary and related assets | $1,889,273,000 | 184 |
| Managed Assets ($) | $928,967,000 | 216 |
| Non-managed Assets ($) | $960,306,000 | 126 |
| Memoranda |
| Gross Fiduciary activities income | $2,033,000 | 203 |
| 2022-12-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,742,000 | 163 |
| Number of Managed Accounts | $1,012,000 | 202 |
| Number of Non-Managed Accounts | $730,000 | 79 |
| Total fiduciary and related assets | $1,780,460,000 | 186 |
| Managed Assets ($) | $880,184,000 | 223 |
| Non-managed Assets ($) | $900,276,000 | 127 |
| Memoranda |
| Gross Fiduciary activities income | $7,990,000 | 211 |
| 2022-09-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,710,000 | 162 |
| Number of Managed Accounts | $983,000 | 200 |
| Number of Non-Managed Accounts | $727,000 | 72 |
| Total fiduciary and related assets | $1,753,564,000 | 185 |
| Managed Assets ($) | $761,759,000 | 232 |
| Non-managed Assets ($) | $991,805,000 | 123 |
| Memoranda |
| Gross Fiduciary activities income | $6,012,000 | 210 |
| 2022-06-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,675,000 | 146 |
| Number of Managed Accounts | $958,000 | 190 |
| Number of Non-Managed Accounts | $717,000 | 64 |
| Total fiduciary and related assets | $1,655,552,000 | 161 |
| Managed Assets ($) | $767,738,000 | 199 |
| Non-managed Assets ($) | $887,814,000 | 102 |
| Memoranda |
| Gross Fiduciary activities income | $4,005,000 | 180 |
| 2022-03-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,674,000 | 147 |
| Number of Managed Accounts | $949,000 | 185 |
| Number of Non-Managed Accounts | $725,000 | 61 |
| Total fiduciary and related assets | $1,683,329,000 | 169 |
| Managed Assets ($) | $843,417,000 | 200 |
| Non-managed Assets ($) | $839,912,000 | 111 |
| Memoranda |
| Gross Fiduciary activities income | $2,094,000 | 178 |
| 2021-12-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,689,000 | 150 |
| Number of Managed Accounts | $934,000 | 194 |
| Number of Non-Managed Accounts | $755,000 | 64 |
| Total fiduciary and related assets | $1,767,965,000 | 171 |
| Managed Assets ($) | $873,716,000 | 203 |
| Non-managed Assets ($) | $894,249,000 | 111 |
| Memoranda |
| Gross Fiduciary activities income | $8,506,000 | 172 |
| 2021-09-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,644,000 | 151 |
| Number of Managed Accounts | $923,000 | 193 |
| Number of Non-Managed Accounts | $721,000 | 62 |
| Total fiduciary and related assets | $1,706,276,000 | 172 |
| Managed Assets ($) | $847,936,000 | 199 |
| Non-managed Assets ($) | $858,340,000 | 107 |
| Memoranda |
| Gross Fiduciary activities income | $6,365,000 | 171 |
| 2021-06-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,638,000 | 154 |
| Number of Managed Accounts | $910,000 | 203 |
| Number of Non-Managed Accounts | $728,000 | 64 |
| Total fiduciary and related assets | $1,684,503,000 | 172 |
| Managed Assets ($) | $838,891,000 | 202 |
| Non-managed Assets ($) | $845,612,000 | 108 |
| Memoranda |
| Gross Fiduciary activities income | $4,118,000 | 174 |
| 2021-03-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,847,000 | 140 |
| Number of Managed Accounts | $917,000 | 199 |
| Number of Non-Managed Accounts | $930,000 | 57 |
| Total fiduciary and related assets | $1,668,425,000 | 172 |
| Managed Assets ($) | $829,050,000 | 198 |
| Non-managed Assets ($) | $839,375,000 | 105 |
| Memoranda |
| Gross Fiduciary activities income | $2,206,000 | 163 |
| 2020-12-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,830,000 | 142 |
| Number of Managed Accounts | $913,000 | 203 |
| Number of Non-Managed Accounts | $917,000 | 63 |
| Total fiduciary and related assets | $1,595,750,000 | 173 |
| Managed Assets ($) | $801,646,000 | 202 |
| Non-managed Assets ($) | $794,104,000 | 106 |
| Memoranda |
| Gross Fiduciary activities income | $7,544,000 | 170 |
| 2020-09-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,832,000 | 138 |
| Number of Managed Accounts | $920,000 | 194 |
| Number of Non-Managed Accounts | $912,000 | 59 |
| Total fiduciary and related assets | $1,495,943,000 | 168 |
| Managed Assets ($) | $767,537,000 | 189 |
| Non-managed Assets ($) | $728,406,000 | 108 |
| Memoranda |
| Gross Fiduciary activities income | $5,635,000 | 169 |
| 2020-06-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,810,000 | 142 |
| Number of Managed Accounts | $908,000 | 201 |
| Number of Non-Managed Accounts | $902,000 | 61 |
| Total fiduciary and related assets | $1,548,327,000 | 161 |
| Managed Assets ($) | $776,300,000 | 191 |
| Non-managed Assets ($) | $772,027,000 | 106 |
| Memoranda |
| Gross Fiduciary activities income | $3,698,000 | 170 |
| 2020-03-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,827,000 | 139 |
| Number of Managed Accounts | $921,000 | 190 |
| Number of Non-Managed Accounts | $906,000 | 62 |
| Total fiduciary and related assets | $1,515,622,000 | 155 |
| Managed Assets ($) | $733,584,000 | 186 |
| Non-managed Assets ($) | $782,038,000 | 99 |
| Memoranda |
| Gross Fiduciary activities income | $1,939,000 | 168 |
| 2019-12-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,814,000 | 146 |
| Number of Managed Accounts | $915,000 | 201 |
| Number of Non-Managed Accounts | $899,000 | 68 |
| Total fiduciary and related assets | $1,612,923,000 | 162 |
| Managed Assets ($) | $824,376,000 | 190 |
| Non-managed Assets ($) | $788,547,000 | 102 |
| Memoranda |
| Gross Fiduciary activities income | $7,554,000 | 170 |
| 2019-09-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,811,000 | 144 |
| Number of Managed Accounts | $908,000 | 195 |
| Number of Non-Managed Accounts | $903,000 | 67 |
| Total fiduciary and related assets | $1,591,998,000 | 159 |
| Managed Assets ($) | $783,630,000 | 189 |
| Non-managed Assets ($) | $808,368,000 | 103 |
| Memoranda |
| Gross Fiduciary activities income | $5,544,000 | 171 |
| 2019-06-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,827,000 | 145 |
| Number of Managed Accounts | $919,000 | 194 |
| Number of Non-Managed Accounts | $908,000 | 68 |
| Total fiduciary and related assets | $1,593,007,000 | 157 |
| Managed Assets ($) | $770,934,000 | 193 |
| Non-managed Assets ($) | $822,073,000 | 101 |
| Memoranda |
| Gross Fiduciary activities income | $3,569,000 | 173 |
| 2019-03-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,827,000 | 145 |
| Number of Managed Accounts | $933,000 | 195 |
| Number of Non-Managed Accounts | $894,000 | 70 |
| Total fiduciary and related assets | $1,590,513,000 | 157 |
| Managed Assets ($) | $768,373,000 | 188 |
| Non-managed Assets ($) | $822,140,000 | 100 |
| Memoranda |
| Gross Fiduciary activities income | $1,730,000 | 175 |
| 2018-12-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,804,000 | 143 |
| Number of Managed Accounts | $915,000 | 197 |
| Number of Non-Managed Accounts | $889,000 | 73 |
| Total fiduciary and related assets | $1,447,310,000 | 158 |
| Managed Assets ($) | $718,526,000 | 189 |
| Non-managed Assets ($) | $728,784,000 | 102 |
| Memoranda |
| Gross Fiduciary activities income | $6,935,000 | 175 |
| 2018-09-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,793,000 | 140 |
| Number of Managed Accounts | $926,000 | 192 |
| Number of Non-Managed Accounts | $867,000 | 68 |
| Total fiduciary and related assets | $1,483,440,000 | 163 |
| Managed Assets ($) | $774,583,000 | 186 |
| Non-managed Assets ($) | $708,857,000 | 110 |
| Memoranda |
| Gross Fiduciary activities income | $5,114,000 | 179 |
| 2018-06-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,819,000 | 138 |
| Number of Managed Accounts | $969,000 | 186 |
| Number of Non-Managed Accounts | $850,000 | 69 |
| Total fiduciary and related assets | $1,358,718,000 | 170 |
| Managed Assets ($) | $676,891,000 | 198 |
| Non-managed Assets ($) | $681,827,000 | 109 |
| Memoranda |
| Gross Fiduciary activities income | $3,384,000 | 178 |
| 2018-03-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,819,000 | 139 |
| Number of Managed Accounts | $952,000 | 189 |
| Number of Non-Managed Accounts | $867,000 | 69 |
| Total fiduciary and related assets | $1,372,910,000 | 169 |
| Managed Assets ($) | $664,483,000 | 200 |
| Non-managed Assets ($) | $708,427,000 | 108 |
| Memoranda |
| Gross Fiduciary activities income | $1,793,000 | 175 |
| 2017-12-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,822,000 | 140 |
| Number of Managed Accounts | $947,000 | 190 |
| Number of Non-Managed Accounts | $875,000 | 74 |
| Total fiduciary and related assets | $1,401,323,000 | 166 |
| Managed Assets ($) | $671,047,000 | 199 |
| Non-managed Assets ($) | $730,276,000 | 109 |
| Memoranda |
| Gross Fiduciary activities income | $6,691,000 | 174 |
| 2017-09-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,808,000 | 140 |
| Number of Managed Accounts | $928,000 | 191 |
| Number of Non-Managed Accounts | $880,000 | 67 |
| Total fiduciary and related assets | $1,354,212,000 | 167 |
| Managed Assets ($) | $632,412,000 | 203 |
| Non-managed Assets ($) | $721,800,000 | 108 |
| Memoranda |
| Gross Fiduciary activities income | $4,962,000 | 178 |
| 2017-06-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,774,000 | 138 |
| Number of Managed Accounts | $898,000 | 195 |
| Number of Non-Managed Accounts | $876,000 | 66 |
| Total fiduciary and related assets | $1,351,012,000 | 162 |
| Managed Assets ($) | $648,280,000 | 197 |
| Non-managed Assets ($) | $702,732,000 | 106 |
| Memoranda |
| Gross Fiduciary activities income | $3,208,000 | 178 |
| 2017-03-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,791,000 | 133 |
| Number of Managed Accounts | $897,000 | 194 |
| Number of Non-Managed Accounts | $894,000 | 65 |
| Total fiduciary and related assets | $1,387,246,000 | 156 |
| Managed Assets ($) | $670,837,000 | 186 |
| Non-managed Assets ($) | $716,409,000 | 105 |
| Memoranda |
| Gross Fiduciary activities income | $1,676,000 | 173 |
| 2016-12-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,798,000 | 135 |
| Number of Managed Accounts | $901,000 | 189 |
| Number of Non-Managed Accounts | $897,000 | 68 |
| Total fiduciary and related assets | $1,369,026,000 | 153 |
| Managed Assets ($) | $654,796,000 | 190 |
| Non-managed Assets ($) | $714,230,000 | 102 |
| Memoranda |
| Gross Fiduciary activities income | $6,519,000 | 170 |
| 2016-09-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,889,000 | 124 |
| Number of Managed Accounts | $901,000 | 187 |
| Number of Non-Managed Accounts | $988,000 | 63 |
| Total fiduciary and related assets | $1,269,843,000 | 161 |
| Managed Assets ($) | $618,494,000 | 197 |
| Non-managed Assets ($) | $651,349,000 | 105 |
| Memoranda |
| Gross Fiduciary activities income | $4,868,000 | 168 |
| 2016-06-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,870,000 | 126 |
| Number of Managed Accounts | $880,000 | 193 |
| Number of Non-Managed Accounts | $990,000 | 62 |
| Total fiduciary and related assets | $1,316,784,000 | 154 |
| Managed Assets ($) | $620,415,000 | 197 |
| Non-managed Assets ($) | $696,369,000 | 104 |
| Memoranda |
| Gross Fiduciary activities income | $3,143,000 | 171 |
| 2016-03-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,911,000 | 126 |
| Number of Managed Accounts | $897,000 | 186 |
| Number of Non-Managed Accounts | $1,014,000 | 63 |
| Total fiduciary and related assets | $1,267,619,000 | 159 |
| Managed Assets ($) | $634,279,000 | 191 |
| Non-managed Assets ($) | $633,340,000 | 107 |
| Memoranda |
| Gross Fiduciary activities income | $1,539,000 | 177 |
| 2015-12-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,879,000 | 129 |
| Number of Managed Accounts | $876,000 | 192 |
| Number of Non-Managed Accounts | $1,003,000 | 66 |
| Total fiduciary and related assets | $1,308,984,000 | 154 |
| Managed Assets ($) | $638,001,000 | 189 |
| Non-managed Assets ($) | $670,983,000 | 104 |
| Memoranda |
| Gross Fiduciary activities income | $6,151,000 | 173 |
| 2015-09-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,864,000 | 126 |
| Number of Managed Accounts | $864,000 | 190 |
| Number of Non-Managed Accounts | $1,000,000 | 63 |
| Total fiduciary and related assets | $1,237,987,000 | 160 |
| Managed Assets ($) | $603,171,000 | 192 |
| Non-managed Assets ($) | $634,816,000 | 105 |
| Memoranda |
| Gross Fiduciary activities income | $4,617,000 | 174 |
| 2015-06-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,836,000 | 132 |
| Number of Managed Accounts | $826,000 | 201 |
| Number of Non-Managed Accounts | $1,010,000 | 62 |
| Total fiduciary and related assets | $1,282,787,000 | 159 |
| Managed Assets ($) | $630,868,000 | 193 |
| Non-managed Assets ($) | $651,919,000 | 107 |
| Memoranda |
| Gross Fiduciary activities income | $2,958,000 | 181 |
| 2015-03-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,800,000 | 131 |
| Number of Managed Accounts | $818,000 | 197 |
| Number of Non-Managed Accounts | $982,000 | 64 |
| Total fiduciary and related assets | $1,304,974,000 | 158 |
| Managed Assets ($) | $624,591,000 | 193 |
| Non-managed Assets ($) | $680,383,000 | 108 |
| Memoranda |
| Gross Fiduciary activities income | $1,470,000 | 185 |
| 2014-12-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,614,000 | 143 |
| Number of Managed Accounts | $797,000 | 204 |
| Number of Non-Managed Accounts | $817,000 | 76 |
| Total fiduciary and related assets | $1,315,750,000 | 153 |
| Managed Assets ($) | $631,029,000 | 189 |
| Non-managed Assets ($) | $684,721,000 | 105 |
| Memoranda |
| Gross Fiduciary activities income | $5,733,000 | 182 |
| 2014-09-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,591,000 | 142 |
| Number of Managed Accounts | $786,000 | 202 |
| Number of Non-Managed Accounts | $805,000 | 73 |
| Total fiduciary and related assets | $1,252,103,000 | 158 |
| Managed Assets ($) | $613,328,000 | 191 |
| Non-managed Assets ($) | $638,775,000 | 106 |
| Memoranda |
| Gross Fiduciary activities income | $4,222,000 | 181 |
| 2014-06-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,642,000 | 135 |
| Number of Managed Accounts | $835,000 | 195 |
| Number of Non-Managed Accounts | $807,000 | 74 |
| Total fiduciary and related assets | $1,337,949,000 | 149 |
| Managed Assets ($) | $627,912,000 | 191 |
| Non-managed Assets ($) | $710,037,000 | 100 |
| Memoranda |
| Gross Fiduciary activities income | $2,740,000 | 184 |
| 2014-03-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,549,000 | 144 |
| Number of Managed Accounts | $743,000 | 209 |
| Number of Non-Managed Accounts | $806,000 | 76 |
| Total fiduciary and related assets | $1,315,808,000 | 151 |
| Managed Assets ($) | $599,733,000 | 191 |
| Non-managed Assets ($) | $716,075,000 | 100 |
| Memoranda |
| Gross Fiduciary activities income | $1,335,000 | 186 |
| 2013-12-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,531,000 | 148 |
| Number of Managed Accounts | $707,000 | 225 |
| Number of Non-Managed Accounts | $824,000 | 83 |
| Total fiduciary and related assets | $1,250,592,000 | 157 |
| Managed Assets ($) | $559,379,000 | 199 |
| Non-managed Assets ($) | $691,213,000 | 100 |
| Memoranda |
| Gross Fiduciary activities income | $4,232,000 | 203 |
| 2013-09-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,528,000 | 143 |
| Number of Managed Accounts | $714,000 | 209 |
| Number of Non-Managed Accounts | $814,000 | 75 |
| Total fiduciary and related assets | $1,157,527,000 | 156 |
| Managed Assets ($) | $533,613,000 | 198 |
| Non-managed Assets ($) | $623,914,000 | 104 |
| Memoranda |
| Gross Fiduciary activities income | $2,921,000 | 212 |
| 2013-06-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,333,000 | 162 |
| Number of Managed Accounts | $501,000 | 262 |
| Number of Non-Managed Accounts | $832,000 | 75 |
| Total fiduciary and related assets | $927,829,000 | 169 |
| Managed Assets ($) | $355,071,000 | 257 |
| Non-managed Assets ($) | $572,758,000 | 104 |
| Memoranda |
| Gross Fiduciary activities income | $1,790,000 | 229 |
| 2013-03-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,338,000 | 164 |
| Number of Managed Accounts | $515,000 | 260 |
| Number of Non-Managed Accounts | $823,000 | 76 |
| Total fiduciary and related assets | $933,655,000 | 173 |
| Managed Assets ($) | $365,975,000 | 247 |
| Non-managed Assets ($) | $567,680,000 | 102 |
| Memoranda |
| Gross Fiduciary activities income | $911,000 | 223 |
| 2012-12-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,365,000 | 169 |
| Number of Managed Accounts | $519,000 | 275 |
| Number of Non-Managed Accounts | $846,000 | 80 |
| Total fiduciary and related assets | $861,189,000 | 178 |
| Managed Assets ($) | $348,353,000 | 252 |
| Non-managed Assets ($) | $512,836,000 | 106 |
| Memoranda |
| Gross Fiduciary activities income | $3,496,000 | 221 |
| 2012-09-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,329,000 | 161 |
| Number of Managed Accounts | $504,000 | 257 |
| Number of Non-Managed Accounts | $825,000 | 74 |
| Total fiduciary and related assets | $886,455,000 | 171 |
| Managed Assets ($) | $334,503,000 | 255 |
| Non-managed Assets ($) | $551,952,000 | 102 |
| Memoranda |
| Gross Fiduciary activities income | $2,558,000 | 222 |
| 2012-06-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,345,000 | 154 |
| Number of Managed Accounts | $501,000 | 252 |
| Number of Non-Managed Accounts | $844,000 | 71 |
| Total fiduciary and related assets | $863,941,000 | 166 |
| Managed Assets ($) | $334,860,000 | 244 |
| Non-managed Assets ($) | $529,081,000 | 107 |
| Memoranda |
| Gross Fiduciary activities income | $1,683,000 | 224 |
| 2012-03-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,329,000 | 155 |
| Number of Managed Accounts | $487,000 | 253 |
| Number of Non-Managed Accounts | $842,000 | 71 |
| Total fiduciary and related assets | $823,041,000 | 173 |
| Managed Assets ($) | $333,348,000 | 248 |
| Non-managed Assets ($) | $489,693,000 | 108 |
| Memoranda |
| Gross Fiduciary activities income | $785,000 | 235 |
| 2011-12-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,341,000 | 159 |
| Number of Managed Accounts | $481,000 | 278 |
| Number of Non-Managed Accounts | $860,000 | 77 |
| Total fiduciary and related assets | $802,325,000 | 172 |
| Managed Assets ($) | $326,105,000 | 247 |
| Non-managed Assets ($) | $476,220,000 | 105 |
| Memoranda |
| Gross Fiduciary activities income | $3,238,000 | 192 |
| 2011-09-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,295,000 | 157 |
| Number of Managed Accounts | $467,000 | 256 |
| Number of Non-Managed Accounts | $828,000 | 70 |
| Total fiduciary and related assets | $767,067,000 | 171 |
| Managed Assets ($) | $314,043,000 | 245 |
| Non-managed Assets ($) | $453,024,000 | 106 |
| Memoranda |
| Gross Fiduciary activities income | $2,419,000 | 194 |
| 2011-06-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,275,000 | 162 |
| Number of Managed Accounts | $448,000 | 263 |
| Number of Non-Managed Accounts | $827,000 | 75 |
| Total fiduciary and related assets | $768,400,000 | 184 |
| Managed Assets ($) | $336,662,000 | 248 |
| Non-managed Assets ($) | $431,738,000 | 114 |
| Memoranda |
| Gross Fiduciary activities income | $1,601,000 | 197 |
| 2011-03-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,268,000 | 161 |
| Number of Managed Accounts | $450,000 | 266 |
| Number of Non-Managed Accounts | $818,000 | 76 |
| Total fiduciary and related assets | $792,392,000 | 180 |
| Managed Assets ($) | $333,271,000 | 248 |
| Non-managed Assets ($) | $459,121,000 | 111 |
| Memoranda |
| Gross Fiduciary activities income | $790,000 | 202 |
| 2010-12-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,298,000 | 170 |
| Number of Managed Accounts | $451,000 | 301 |
| Number of Non-Managed Accounts | $847,000 | 86 |
| Total fiduciary and related assets | $787,136,000 | 183 |
| Managed Assets ($) | $336,751,000 | 242 |
| Non-managed Assets ($) | $450,385,000 | 111 |
| Memoranda |
| Gross Fiduciary activities income | $3,432,000 | 183 |
| 2010-09-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,273,000 | 161 |
| Number of Managed Accounts | $452,000 | 257 |
| Number of Non-Managed Accounts | $821,000 | 78 |
| Total fiduciary and related assets | $746,963,000 | 184 |
| Managed Assets ($) | $327,340,000 | 237 |
| Non-managed Assets ($) | $419,623,000 | 114 |
| Memoranda |
| Gross Fiduciary activities income | $2,538,000 | 183 |
| 2010-06-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,272,000 | 161 |
| Number of Managed Accounts | $462,000 | 255 |
| Number of Non-Managed Accounts | $810,000 | 79 |
| Total fiduciary and related assets | $749,231,000 | 176 |
| Managed Assets ($) | $306,326,000 | 236 |
| Non-managed Assets ($) | $442,905,000 | 111 |
| Memoranda |
| Gross Fiduciary activities income | $1,729,000 | 179 |
| 2010-03-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,279,000 | 163 |
| Number of Managed Accounts | $453,000 | 262 |
| Number of Non-Managed Accounts | $826,000 | 80 |
| Total fiduciary and related assets | $749,765,000 | 180 |
| Managed Assets ($) | $315,561,000 | 241 |
| Non-managed Assets ($) | $434,204,000 | 117 |
| Memoranda |
| Gross Fiduciary activities income | $928,000 | 172 |
| 2009-12-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,245,000 | 176 |
| Number of Managed Accounts | $441,000 | 307 |
| Number of Non-Managed Accounts | $804,000 | 93 |
| Total fiduciary and related assets | $680,247,000 | 192 |
| Managed Assets ($) | $246,307,000 | 281 |
| Non-managed Assets ($) | $433,940,000 | 115 |
| Memoranda |
| Gross Fiduciary activities income | $3,087,000 | 192 |
| 2009-09-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,196,000 | 170 |
| Number of Managed Accounts | $419,000 | 268 |
| Number of Non-Managed Accounts | $777,000 | 83 |
| Total fiduciary and related assets | $632,841,000 | 201 |
| Managed Assets ($) | $249,102,000 | 269 |
| Non-managed Assets ($) | $383,739,000 | 121 |
| Memoranda |
| Gross Fiduciary activities income | $2,205,000 | 201 |
| 2009-06-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,126,000 | 185 |
| Number of Managed Accounts | $388,000 | 281 |
| Number of Non-Managed Accounts | $738,000 | 83 |
| Total fiduciary and related assets | $595,329,000 | 203 |
| Managed Assets ($) | $232,018,000 | 275 |
| Non-managed Assets ($) | $363,311,000 | 123 |
| Memoranda |
| Gross Fiduciary activities income | $1,402,000 | 206 |
| 2009-03-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,127,000 | 182 |
| Number of Managed Accounts | $375,000 | 284 |
| Number of Non-Managed Accounts | $752,000 | 82 |
| Total fiduciary and related assets | $416,754,000 | 247 |
| Managed Assets ($) | $199,990,000 | 290 |
| Non-managed Assets ($) | $216,764,000 | 143 |
| Memoranda |
| Gross Fiduciary activities income | $649,000 | 216 |
| 2008-12-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,094,000 | 215 |
| Number of Managed Accounts | $351,000 | 364 |
| Number of Non-Managed Accounts | $743,000 | 101 |
| Total fiduciary and related assets | $424,867,000 | 251 |
| Managed Assets ($) | $191,544,000 | 319 |
| Non-managed Assets ($) | $233,323,000 | 149 |
| Memoranda |
| Gross Fiduciary activities income | $2,602,000 | 225 |
| 2008-09-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,097,000 | 199 |
| Number of Managed Accounts | $329,000 | 306 |
| Number of Non-Managed Accounts | $768,000 | 88 |
| Total fiduciary and related assets | $493,681,000 | 241 |
| Managed Assets ($) | $218,291,000 | 307 |
| Non-managed Assets ($) | $275,390,000 | 141 |
| Memoranda |
| Gross Fiduciary activities income | $1,888,000 | 236 |
| 2008-06-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,033,000 | 209 |
| Number of Managed Accounts | $293,000 | 320 |
| Number of Non-Managed Accounts | $740,000 | 89 |
| Total fiduciary and related assets | $548,483,000 | 236 |
| Managed Assets ($) | $233,637,000 | 305 |
| Non-managed Assets ($) | $314,846,000 | 139 |
| Memoranda |
| Gross Fiduciary activities income | $1,237,000 | 243 |
| 2008-03-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $987,000 | 222 |
| Number of Managed Accounts | $267,000 | 331 |
| Number of Non-Managed Accounts | $720,000 | 87 |
| Total fiduciary and related assets | $530,401,000 | 250 |
| Managed Assets ($) | $222,663,000 | 323 |
| Non-managed Assets ($) | $307,738,000 | 146 |
| Memoranda |
| Gross Fiduciary activities income | $606,000 | 245 |
| 2007-12-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $983,000 | 232 |
| Number of Managed Accounts | $273,000 | 418 |
| Number of Non-Managed Accounts | $710,000 | 99 |
| Total fiduciary and related assets | $514,179,000 | 258 |
| Managed Assets ($) | $232,511,000 | 328 |
| Non-managed Assets ($) | $281,668,000 | 153 |
| Memoranda |
| Gross Fiduciary activities income | $2,231,000 | 259 |
| 2007-09-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $919,000 | 223 |
| Number of Managed Accounts | $249,000 | 325 |
| Number of Non-Managed Accounts | $670,000 | 89 |
| Total fiduciary and related assets | $455,923,000 | 280 |
| Managed Assets ($) | $219,405,000 | 322 |
| Non-managed Assets ($) | $236,518,000 | 164 |
| Memoranda |
| Gross Fiduciary activities income | $1,567,000 | 265 |
| 2007-06-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $910,000 | 226 |
| Number of Managed Accounts | $261,000 | 326 |
| Number of Non-Managed Accounts | $649,000 | 92 |
| Total fiduciary and related assets | $486,519,000 | 270 |
| Managed Assets ($) | $219,256,000 | 329 |
| Non-managed Assets ($) | $267,263,000 | 161 |
| Memoranda |
| Gross Fiduciary activities income | $1,001,000 | 274 |
| 2007-03-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $909,000 | 225 |
| Number of Managed Accounts | $259,000 | 330 |
| Number of Non-Managed Accounts | $650,000 | 90 |
| Total fiduciary and related assets | $466,565,000 | 272 |
| Managed Assets ($) | $208,932,000 | 334 |
| Non-managed Assets ($) | $257,633,000 | 162 |
| Memoranda |
| Gross Fiduciary activities income | $467,000 | 289 |
| 2006-12-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $890,000 | 250 |
| Number of Managed Accounts | $247,000 | 447 |
| Number of Non-Managed Accounts | $643,000 | 109 |
| Total fiduciary and related assets | $471,161,000 | 270 |
| Managed Assets ($) | $213,232,000 | 344 |
| Non-managed Assets ($) | $257,929,000 | 159 |
| Memoranda |
| Gross Fiduciary activities income | $1,956,000 | 273 |
| 2006-09-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $882,000 | 233 |
| Number of Managed Accounts | $250,000 | 324 |
| Number of Non-Managed Accounts | $632,000 | 95 |
| Total fiduciary and related assets | $463,244,000 | 273 |
| Managed Assets ($) | $202,665,000 | 319 |
| Non-managed Assets ($) | $260,579,000 | 161 |
| Memoranda |
| Gross Fiduciary activities income | $1,403,000 | 282 |
| 2006-06-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $842,000 | 243 |
| Number of Managed Accounts | $244,000 | 332 |
| Number of Non-Managed Accounts | $598,000 | 99 |
| Total fiduciary and related assets | $452,682,000 | 276 |
| Managed Assets ($) | $198,289,000 | 324 |
| Non-managed Assets ($) | $254,393,000 | 174 |
| Memoranda |
| Gross Fiduciary activities income | $915,000 | 292 |
| 2006-03-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $812,000 | 248 |
| Number of Managed Accounts | $230,000 | 342 |
| Number of Non-Managed Accounts | $582,000 | 101 |
| Total fiduciary and related assets | $380,776,000 | 301 |
| Managed Assets ($) | $111,482,000 | 355 |
| Non-managed Assets ($) | $269,294,000 | 171 |
| Memoranda |
| Gross Fiduciary activities income | $435,000 | 301 |
| 2005-12-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $788,000 | 279 |
| Number of Managed Accounts | $219,000 | 503 |
| Number of Non-Managed Accounts | $569,000 | 118 |
| Total fiduciary and related assets | $390,687,000 | 298 |
| Managed Assets ($) | $98,296,000 | 498 |
| Non-managed Assets ($) | $292,391,000 | 167 |
| Memoranda |
| Gross Fiduciary activities income | $1,898,000 | 281 |
| 2005-09-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $765,000 | 251 |
| Number of Managed Accounts | $219,000 | 333 |
| Number of Non-Managed Accounts | $546,000 | 106 |
| Total fiduciary and related assets | $435,621,000 | 270 |
| Managed Assets ($) | $98,148,000 | 349 |
| Non-managed Assets ($) | $337,473,000 | 155 |
| Memoranda |
| Gross Fiduciary activities income | $1,397,000 | 279 |
| 2005-06-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $735,000 | 260 |
| Number of Managed Accounts | $197,000 | 349 |
| Number of Non-Managed Accounts | $538,000 | 109 |
| Total fiduciary and related assets | $431,058,000 | 267 |
| Managed Assets ($) | $96,552,000 | 363 |
| Non-managed Assets ($) | $334,506,000 | 151 |
| Memoranda |
| Gross Fiduciary activities income | $894,000 | 286 |
| 2005-03-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $718,000 | 260 |
| Number of Managed Accounts | $189,000 | 354 |
| Number of Non-Managed Accounts | $529,000 | 113 |
| Total fiduciary and related assets | $404,049,000 | 282 |
| Managed Assets ($) | $88,567,000 | 367 |
| Non-managed Assets ($) | $315,482,000 | 158 |
| Memoranda |
| Gross Fiduciary activities income | $446,000 | 287 |
| 2004-12-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $708,000 | 292 |
| Number of Managed Accounts | $180,000 | 561 |
| Number of Non-Managed Accounts | $528,000 | 135 |
| Total fiduciary and related assets | $415,515,000 | 275 |
| Managed Assets ($) | $85,722,000 | 526 |
| Non-managed Assets ($) | $329,793,000 | 160 |
| Memoranda |
| Gross Fiduciary activities income | $1,659,000 | 288 |
| 2004-09-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $475,000 | 323 |
| Number of Managed Accounts | $164,000 | 348 |
| Number of Non-Managed Accounts | $311,000 | 147 |
| Total fiduciary and related assets | $406,183,000 | 268 |
| Managed Assets ($) | $78,916,000 | 360 |
| Non-managed Assets ($) | $327,267,000 | 161 |
| Memoranda |
| Gross Fiduciary activities income | $1,182,000 | 297 |
| 2004-06-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $454,000 | 332 |
| Number of Managed Accounts | $172,000 | 350 |
| Number of Non-Managed Accounts | $282,000 | 158 |
| Total fiduciary and related assets | $358,609,000 | 292 |
| Managed Assets ($) | $69,398,000 | 367 |
| Non-managed Assets ($) | $289,211,000 | 167 |
| Memoranda |
| Gross Fiduciary activities income | $750,000 | 307 |
| 2004-03-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $428,000 | 335 |
| Number of Managed Accounts | $153,000 | 362 |
| Number of Non-Managed Accounts | $275,000 | 161 |
| Total fiduciary and related assets | $396,715,000 | 276 |
| Managed Assets ($) | $66,609,000 | 373 |
| Non-managed Assets ($) | $330,106,000 | 159 |
| Memoranda |
| Gross Fiduciary activities income | $343,000 | 324 |
| 2003-12-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $578,000 | 354 |
| Number of Managed Accounts | $154,000 | 618 |
| Number of Non-Managed Accounts | $424,000 | 171 |
| Total fiduciary and related assets | $414,744,000 | 284 |
| Managed Assets ($) | $65,048,000 | 582 |
| Non-managed Assets ($) | $349,696,000 | 161 |
| Memoranda |
| Gross Fiduciary activities income | $1,686,000 | 293 |
| 2003-09-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 473 |
| Number of Managed Accounts | $0 | 442 |
| Number of Non-Managed Accounts | $0 | 446 |
| Total fiduciary and related assets | $0 | 472 |
| Managed Assets ($) | $0 | 442 |
| Non-managed Assets ($) | $0 | 445 |
| Memoranda |
| Gross Fiduciary activities income | $1,124,000 | 319 |
| 2003-06-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 474 |
| Number of Managed Accounts | $0 | 446 |
| Number of Non-Managed Accounts | $0 | 448 |
| Total fiduciary and related assets | $0 | 473 |
| Managed Assets ($) | $0 | 446 |
| Non-managed Assets ($) | $0 | 447 |
| Memoranda |
| Gross Fiduciary activities income | $597,000 | 362 |
| 2003-03-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 491 |
| Number of Managed Accounts | $0 | 461 |
| Number of Non-Managed Accounts | $0 | 460 |
| Total fiduciary and related assets | $0 | 490 |
| Managed Assets ($) | $0 | 461 |
| Non-managed Assets ($) | $0 | 458 |
| Memoranda |
| Gross Fiduciary activities income | $259,000 | 392 |
| 2002-12-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $327,000 | 544 |
| Number of Managed Accounts | $208,000 | 544 |
| Number of Non-Managed Accounts | $119,000 | 392 |
| Total fiduciary and related assets | $159,770,000 | 450 |
| Managed Assets ($) | $62,882,000 | 593 |
| Non-managed Assets ($) | $96,888,000 | 264 |
| Memoranda |
| Gross Fiduciary activities income | $803,000 | 448 |
| 2001-12-31 | Rank |
| Fiduciary powers granted | $1,000 | 2 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $246,000 | 601 |
| Number of Managed Accounts | $200,000 | 526 |
| Number of Non-Managed Accounts | $46,000 | 618 |
| Total fiduciary and related assets | $75,006,000 | 622 |
| Managed Assets ($) | $58,473,000 | 584 |
| Non-managed Assets ($) | $16,533,000 | 541 |
| Memoranda |
| Gross Fiduciary activities income | $649,000 | 515 |
| 2000-12-31 | Rank |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda |
| Gross Fiduciary activities income | $636,000 | 528 |
| 1999-12-31 | Rank |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda |
| Gross Fiduciary activities income | $508,000 | 634 |
| 1998-12-31 | Rank |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda |
| Gross Fiduciary activities income | $0 | 1,398 |
| 1997-12-31 | Rank |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda |
| Gross Fiduciary activities income | NA | NA |
| 1996-12-31 | Rank |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda |
| Gross Fiduciary activities income | NA | NA |
| 1995-12-31 | Rank |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda |
| Gross Fiduciary activities income | NA | NA |
| 1994-12-31 | Rank |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda |
| Gross Fiduciary activities income | NA | NA |
| 1993-12-31 | Rank |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda |
| Gross Fiduciary activities income | NA | NA |
| 1992-12-31 | Rank |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda |
| Gross Fiduciary activities income | NA | NA |
