| 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 | $1,079,000 | 235 |
| Number of Managed Accounts | $1,044,000 | 198 |
| Number of Non-Managed Accounts | $35,000 | 445 |
| Total fiduciary and related assets | $1,005,560,000 | 251 |
| Managed Assets ($) | $890,924,000 | 225 |
| Non-managed Assets ($) | $114,636,000 | 267 |
| Memoranda |
| Gross Fiduciary activities income | $7,385,000 | 215 |
| 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 | $1,139,000 | 215 |
| Number of Managed Accounts | $1,101,000 | 181 |
| Number of Non-Managed Accounts | $38,000 | 269 |
| Total fiduciary and related assets | $984,912,000 | 242 |
| Managed Assets ($) | $875,809,000 | 216 |
| Non-managed Assets ($) | $109,103,000 | 231 |
| Memoranda |
| Gross Fiduciary activities income | $5,638,000 | 213 |
| 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 | $1,156,000 | 216 |
| Number of Managed Accounts | $1,119,000 | 178 |
| Number of Non-Managed Accounts | $37,000 | 310 |
| Total fiduciary and related assets | $1,029,495,000 | 238 |
| Managed Assets ($) | $912,205,000 | 213 |
| Non-managed Assets ($) | $117,290,000 | 249 |
| Memoranda |
| Gross Fiduciary activities income | $3,809,000 | 208 |
| 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 | $1,180,000 | 214 |
| Number of Managed Accounts | $1,137,000 | 180 |
| Number of Non-Managed Accounts | $43,000 | 267 |
| Total fiduciary and related assets | $1,024,247,000 | 243 |
| Managed Assets ($) | $908,396,000 | 221 |
| Non-managed Assets ($) | $115,851,000 | 231 |
| Memoranda |
| Gross Fiduciary activities income | $1,872,000 | 218 |
| 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 | $1,235,000 | 210 |
| Number of Managed Accounts | $1,192,000 | 173 |
| Number of Non-Managed Accounts | $43,000 | 424 |
| Total fiduciary and related assets | $1,018,313,000 | 239 |
| Managed Assets ($) | $905,743,000 | 219 |
| Non-managed Assets ($) | $112,570,000 | 261 |
| Memoranda |
| Gross Fiduciary activities income | $8,166,000 | 206 |
| 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 | $1,273,000 | 204 |
| Number of Managed Accounts | $1,225,000 | 167 |
| Number of Non-Managed Accounts | $48,000 | 265 |
| Total fiduciary and related assets | $989,122,000 | 234 |
| Managed Assets ($) | $876,031,000 | 213 |
| Non-managed Assets ($) | $113,091,000 | 233 |
| Memoranda |
| Gross Fiduciary activities income | $6,353,000 | 201 |
| 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 | $1,294,000 | 183 |
| Number of Managed Accounts | $1,237,000 | 151 |
| Number of Non-Managed Accounts | $57,000 | 251 |
| Total fiduciary and related assets | $1,073,795,000 | 196 |
| Managed Assets ($) | $950,423,000 | 175 |
| Non-managed Assets ($) | $123,372,000 | 218 |
| Memoranda |
| Gross Fiduciary activities income | $4,203,000 | 173 |
| 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 | $1,311,000 | 178 |
| Number of Managed Accounts | $1,252,000 | 149 |
| Number of Non-Managed Accounts | $59,000 | 223 |
| Total fiduciary and related assets | $1,228,580,000 | 195 |
| Managed Assets ($) | $1,088,447,000 | 174 |
| Non-managed Assets ($) | $140,133,000 | 199 |
| Memoranda |
| Gross Fiduciary activities income | $2,194,000 | 167 |
| 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 | $1,313,000 | 180 |
| Number of Managed Accounts | $1,255,000 | 153 |
| Number of Non-Managed Accounts | $58,000 | 344 |
| Total fiduciary and related assets | $1,292,538,000 | 200 |
| Managed Assets ($) | $1,139,560,000 | 173 |
| Non-managed Assets ($) | $152,978,000 | 219 |
| Memoranda |
| Gross Fiduciary activities income | $8,732,000 | 168 |
| 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 | $1,319,000 | 176 |
| Number of Managed Accounts | $1,260,000 | 152 |
| Number of Non-Managed Accounts | $59,000 | 225 |
| Total fiduciary and related assets | $1,239,932,000 | 199 |
| Managed Assets ($) | $1,086,054,000 | 176 |
| Non-managed Assets ($) | $153,878,000 | 198 |
| Memoranda |
| Gross Fiduciary activities income | $6,542,000 | 166 |
| 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 | $1,353,000 | 174 |
| Number of Managed Accounts | $1,290,000 | 152 |
| Number of Non-Managed Accounts | $63,000 | 239 |
| Total fiduciary and related assets | $1,242,922,000 | 199 |
| Managed Assets ($) | $1,090,678,000 | 175 |
| Non-managed Assets ($) | $152,244,000 | 213 |
| Memoranda |
| Gross Fiduciary activities income | $4,207,000 | 168 |
| 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 | $1,336,000 | 174 |
| Number of Managed Accounts | $1,275,000 | 149 |
| Number of Non-Managed Accounts | $61,000 | 228 |
| Total fiduciary and related assets | $1,170,492,000 | 200 |
| Managed Assets ($) | $1,020,896,000 | 178 |
| Non-managed Assets ($) | $149,596,000 | 196 |
| Memoranda |
| Gross Fiduciary activities income | $2,054,000 | 174 |
| 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 | $1,343,000 | 179 |
| Number of Managed Accounts | $1,273,000 | 152 |
| Number of Non-Managed Accounts | $70,000 | 313 |
| Total fiduciary and related assets | $1,109,611,000 | 203 |
| Managed Assets ($) | $943,759,000 | 183 |
| Non-managed Assets ($) | $165,852,000 | 205 |
| Memoranda |
| Gross Fiduciary activities income | $7,510,000 | 172 |
| 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 | $1,317,000 | 176 |
| Number of Managed Accounts | $1,246,000 | 153 |
| Number of Non-Managed Accounts | $71,000 | 213 |
| Total fiduciary and related assets | $1,021,822,000 | 203 |
| Managed Assets ($) | $849,891,000 | 183 |
| Non-managed Assets ($) | $171,931,000 | 188 |
| Memoranda |
| Gross Fiduciary activities income | $5,650,000 | 168 |
| 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 | $1,319,000 | 180 |
| Number of Managed Accounts | $1,227,000 | 158 |
| Number of Non-Managed Accounts | $92,000 | 208 |
| Total fiduciary and related assets | $1,031,295,000 | 202 |
| Managed Assets ($) | $853,499,000 | 180 |
| Non-managed Assets ($) | $177,796,000 | 191 |
| Memoranda |
| Gross Fiduciary activities income | $3,765,000 | 167 |
| 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 | $1,322,000 | 175 |
| Number of Managed Accounts | $1,199,000 | 155 |
| Number of Non-Managed Accounts | $123,000 | 176 |
| Total fiduciary and related assets | $931,750,000 | 199 |
| Managed Assets ($) | $745,936,000 | 184 |
| Non-managed Assets ($) | $185,814,000 | 175 |
| Memoranda |
| Gross Fiduciary activities income | $1,923,000 | 169 |
| 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 | $1,275,000 | 187 |
| Number of Managed Accounts | $1,206,000 | 160 |
| Number of Non-Managed Accounts | $69,000 | 330 |
| Total fiduciary and related assets | $1,114,364,000 | 199 |
| Managed Assets ($) | $958,624,000 | 172 |
| Non-managed Assets ($) | $155,740,000 | 206 |
| Memoranda |
| Gross Fiduciary activities income | $6,486,000 | 185 |
| 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 | $1,006,000 | 216 |
| Number of Managed Accounts | $958,000 | 185 |
| Number of Non-Managed Accounts | $48,000 | 248 |
| Total fiduciary and related assets | $893,344,000 | 211 |
| Managed Assets ($) | $753,836,000 | 194 |
| Non-managed Assets ($) | $139,508,000 | 200 |
| Memoranda |
| Gross Fiduciary activities income | $4,690,000 | 188 |
| 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 | $1,033,000 | 217 |
| Number of Managed Accounts | $983,000 | 188 |
| Number of Non-Managed Accounts | $50,000 | 262 |
| Total fiduciary and related assets | $880,828,000 | 210 |
| Managed Assets ($) | $746,045,000 | 195 |
| Non-managed Assets ($) | $134,783,000 | 213 |
| Memoranda |
| Gross Fiduciary activities income | $3,090,000 | 191 |
| 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 | $1,028,000 | 218 |
| Number of Managed Accounts | $1,013,000 | 184 |
| Number of Non-Managed Accounts | $15,000 | 332 |
| Total fiduciary and related assets | $874,266,000 | 209 |
| Managed Assets ($) | $748,235,000 | 193 |
| Non-managed Assets ($) | $126,031,000 | 218 |
| Memoranda |
| Gross Fiduciary activities income | $1,536,000 | 194 |
| 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 | $1,048,000 | 215 |
| Number of Managed Accounts | $1,032,000 | 175 |
| Number of Non-Managed Accounts | $16,000 | 608 |
| Total fiduciary and related assets | $859,965,000 | 204 |
| Managed Assets ($) | $742,016,000 | 181 |
| Non-managed Assets ($) | $117,949,000 | 227 |
| Memoranda |
| Gross Fiduciary activities income | $6,657,000 | 182 |
| 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 | $1,067,000 | 204 |
| Number of Managed Accounts | $1,050,000 | 171 |
| Number of Non-Managed Accounts | $17,000 | 330 |
| Total fiduciary and related assets | $921,167,000 | 206 |
| Managed Assets ($) | $798,248,000 | 178 |
| Non-managed Assets ($) | $122,919,000 | 223 |
| Memoranda |
| Gross Fiduciary activities income | $5,175,000 | 176 |
| 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 | $1,055,000 | 208 |
| Number of Managed Accounts | $1,038,000 | 173 |
| Number of Non-Managed Accounts | $17,000 | 331 |
| Total fiduciary and related assets | $889,907,000 | 207 |
| Managed Assets ($) | $781,711,000 | 181 |
| Non-managed Assets ($) | $108,196,000 | 234 |
| Memoranda |
| Gross Fiduciary activities income | $3,477,000 | 173 |
| 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 | $1,093,000 | 204 |
| Number of Managed Accounts | $1,076,000 | 167 |
| Number of Non-Managed Accounts | $17,000 | 334 |
| Total fiduciary and related assets | $930,238,000 | 207 |
| Managed Assets ($) | $822,531,000 | 174 |
| Non-managed Assets ($) | $107,707,000 | 235 |
| Memoranda |
| Gross Fiduciary activities income | $1,768,000 | 177 |
| 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 | $1,098,000 | 208 |
| Number of Managed Accounts | $1,081,000 | 168 |
| Number of Non-Managed Accounts | $17,000 | 617 |
| Total fiduciary and related assets | $983,856,000 | 204 |
| Managed Assets ($) | $875,868,000 | 168 |
| Non-managed Assets ($) | $107,988,000 | 237 |
| Memoranda |
| Gross Fiduciary activities income | $6,677,000 | 175 |
| 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 | $1,150,000 | 195 |
| Number of Managed Accounts | $1,133,000 | 159 |
| Number of Non-Managed Accounts | $17,000 | 324 |
| Total fiduciary and related assets | $970,356,000 | 202 |
| Managed Assets ($) | $862,944,000 | 169 |
| Non-managed Assets ($) | $107,412,000 | 231 |
| Memoranda |
| Gross Fiduciary activities income | $4,998,000 | 176 |
| 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 | $1,252,000 | 179 |
| Number of Managed Accounts | $1,233,000 | 149 |
| Number of Non-Managed Accounts | $19,000 | 324 |
| Total fiduciary and related assets | $945,268,000 | 200 |
| Managed Assets ($) | $837,007,000 | 167 |
| Non-managed Assets ($) | $108,261,000 | 228 |
| Memoranda |
| Gross Fiduciary activities income | $3,347,000 | 173 |
| 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 | $1,238,000 | 179 |
| Number of Managed Accounts | $1,219,000 | 149 |
| Number of Non-Managed Accounts | $19,000 | 323 |
| Total fiduciary and related assets | $973,126,000 | 197 |
| Managed Assets ($) | $866,470,000 | 164 |
| Non-managed Assets ($) | $106,656,000 | 228 |
| Memoranda |
| Gross Fiduciary activities income | $1,628,000 | 178 |
| 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 | $1,241,000 | 181 |
| Number of Managed Accounts | $1,223,000 | 149 |
| Number of Non-Managed Accounts | $18,000 | 632 |
| Total fiduciary and related assets | $1,118,915,000 | 171 |
| Managed Assets ($) | $1,012,938,000 | 140 |
| Non-managed Assets ($) | $105,977,000 | 236 |
| Memoranda |
| Gross Fiduciary activities income | $6,680,000 | 166 |
| 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 | $1,271,000 | 175 |
| Number of Managed Accounts | $1,250,000 | 150 |
| Number of Non-Managed Accounts | $21,000 | 328 |
| Total fiduciary and related assets | $1,081,515,000 | 179 |
| Managed Assets ($) | $977,477,000 | 145 |
| Non-managed Assets ($) | $104,038,000 | 228 |
| Memoranda |
| Gross Fiduciary activities income | $4,994,000 | 165 |
| 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 | $1,331,000 | 174 |
| Number of Managed Accounts | $1,307,000 | 144 |
| Number of Non-Managed Accounts | $24,000 | 323 |
| Total fiduciary and related assets | $1,043,466,000 | 184 |
| Managed Assets ($) | $941,972,000 | 151 |
| Non-managed Assets ($) | $101,494,000 | 233 |
| Memoranda |
| Gross Fiduciary activities income | $3,347,000 | 165 |
| 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 | $1,358,000 | 169 |
| Number of Managed Accounts | $1,334,000 | 138 |
| Number of Non-Managed Accounts | $24,000 | 321 |
| Total fiduciary and related assets | $1,057,067,000 | 177 |
| Managed Assets ($) | $954,916,000 | 146 |
| Non-managed Assets ($) | $102,151,000 | 225 |
| Memoranda |
| Gross Fiduciary activities income | $1,621,000 | 168 |
| 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 | $1,367,000 | 172 |
| Number of Managed Accounts | $1,327,000 | 140 |
| Number of Non-Managed Accounts | $40,000 | 491 |
| Total fiduciary and related assets | $1,063,642,000 | 179 |
| Managed Assets ($) | $958,760,000 | 145 |
| Non-managed Assets ($) | $104,882,000 | 230 |
| Memoranda |
| Gross Fiduciary activities income | $7,067,000 | 159 |
| 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 | $1,391,000 | 164 |
| Number of Managed Accounts | $1,360,000 | 128 |
| Number of Non-Managed Accounts | $31,000 | 297 |
| Total fiduciary and related assets | $1,051,181,000 | 176 |
| Managed Assets ($) | $960,619,000 | 143 |
| Non-managed Assets ($) | $90,562,000 | 232 |
| Memoranda |
| Gross Fiduciary activities income | $5,374,000 | 158 |
| 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 | $1,422,000 | 159 |
| Number of Managed Accounts | $1,391,000 | 128 |
| Number of Non-Managed Accounts | $31,000 | 303 |
| Total fiduciary and related assets | $1,132,104,000 | 173 |
| Managed Assets ($) | $1,032,916,000 | 140 |
| Non-managed Assets ($) | $99,188,000 | 226 |
| Memoranda |
| Gross Fiduciary activities income | $3,714,000 | 158 |
| 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 | $1,541,000 | 150 |
| Number of Managed Accounts | $1,514,000 | 118 |
| Number of Non-Managed Accounts | $27,000 | 316 |
| Total fiduciary and related assets | $1,136,241,000 | 175 |
| Managed Assets ($) | $1,127,383,000 | 131 |
| Non-managed Assets ($) | $8,858,000 | 358 |
| Memoranda |
| Gross Fiduciary activities income | $1,887,000 | 155 |
| 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 | $1,563,000 | 149 |
| Number of Managed Accounts | $1,536,000 | 115 |
| Number of Non-Managed Accounts | $27,000 | 598 |
| Total fiduciary and related assets | $1,112,357,000 | 175 |
| Managed Assets ($) | $1,104,479,000 | 129 |
| Non-managed Assets ($) | $7,878,000 | 639 |
| Memoranda |
| Gross Fiduciary activities income | $7,241,000 | 155 |
| 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 | $1,573,000 | 146 |
| Number of Managed Accounts | $1,538,000 | 111 |
| Number of Non-Managed Accounts | $35,000 | 296 |
| Total fiduciary and related assets | $1,095,205,000 | 174 |
| Managed Assets ($) | $1,070,083,000 | 129 |
| Non-managed Assets ($) | $25,122,000 | 320 |
| Memoranda |
| Gross Fiduciary activities income | $5,492,000 | 152 |
| 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 | $1,581,000 | 142 |
| Number of Managed Accounts | $1,546,000 | 109 |
| Number of Non-Managed Accounts | $35,000 | 293 |
| Total fiduciary and related assets | $1,107,168,000 | 167 |
| Managed Assets ($) | $1,081,293,000 | 128 |
| Non-managed Assets ($) | $25,875,000 | 316 |
| Memoranda |
| Gross Fiduciary activities income | $3,728,000 | 152 |
| 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 | $1,576,000 | 141 |
| Number of Managed Accounts | $1,540,000 | 111 |
| Number of Non-Managed Accounts | $36,000 | 292 |
| Total fiduciary and related assets | $1,109,666,000 | 165 |
| Managed Assets ($) | $1,084,888,000 | 128 |
| Non-managed Assets ($) | $24,778,000 | 321 |
| Memoranda |
| Gross Fiduciary activities income | $1,884,000 | 148 |
| 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 | $1,580,000 | 144 |
| Number of Managed Accounts | $1,543,000 | 111 |
| Number of Non-Managed Accounts | $37,000 | 529 |
| Total fiduciary and related assets | $1,023,260,000 | 172 |
| Managed Assets ($) | $999,176,000 | 130 |
| Non-managed Assets ($) | $24,084,000 | 446 |
| Memoranda |
| Gross Fiduciary activities income | $6,532,000 | 153 |
| 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 | $2,868,000 | 86 |
| Number of Managed Accounts | $2,830,000 | 61 |
| Number of Non-Managed Accounts | $38,000 | 283 |
| Total fiduciary and related assets | $980,559,000 | 170 |
| Managed Assets ($) | $957,170,000 | 128 |
| Non-managed Assets ($) | $23,389,000 | 314 |
| Memoranda |
| Gross Fiduciary activities income | $4,956,000 | 149 |
| 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 | $2,824,000 | 87 |
| Number of Managed Accounts | $2,784,000 | 61 |
| Number of Non-Managed Accounts | $40,000 | 282 |
| Total fiduciary and related assets | $931,741,000 | 167 |
| Managed Assets ($) | $908,414,000 | 130 |
| Non-managed Assets ($) | $23,327,000 | 314 |
| Memoranda |
| Gross Fiduciary activities income | $3,329,000 | 150 |
| 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 | $2,748,000 | 86 |
| Number of Managed Accounts | $2,708,000 | 60 |
| Number of Non-Managed Accounts | $40,000 | 285 |
| Total fiduciary and related assets | $937,560,000 | 171 |
| Managed Assets ($) | $914,465,000 | 131 |
| Non-managed Assets ($) | $23,095,000 | 319 |
| Memoranda |
| Gross Fiduciary activities income | $1,618,000 | 152 |
| 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 | $2,745,000 | 87 |
| Number of Managed Accounts | $2,704,000 | 59 |
| Number of Non-Managed Accounts | $41,000 | 521 |
| Total fiduciary and related assets | $909,806,000 | 171 |
| Managed Assets ($) | $888,143,000 | 131 |
| Non-managed Assets ($) | $21,663,000 | 476 |
| Memoranda |
| Gross Fiduciary activities income | $6,053,000 | 152 |
| 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 | $2,643,000 | 87 |
| Number of Managed Accounts | $2,612,000 | 61 |
| Number of Non-Managed Accounts | $31,000 | 288 |
| Total fiduciary and related assets | $914,951,000 | 167 |
| Managed Assets ($) | $906,404,000 | 130 |
| Non-managed Assets ($) | $8,547,000 | 333 |
| Memoranda |
| Gross Fiduciary activities income | $4,620,000 | 152 |
| 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 | $2,638,000 | 86 |
| Number of Managed Accounts | $2,601,000 | 62 |
| Number of Non-Managed Accounts | $37,000 | 281 |
| Total fiduciary and related assets | $935,428,000 | 160 |
| Managed Assets ($) | $904,566,000 | 126 |
| Non-managed Assets ($) | $30,862,000 | 295 |
| Memoranda |
| Gross Fiduciary activities income | $3,127,000 | 152 |
| 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 | $2,634,000 | 86 |
| Number of Managed Accounts | $2,591,000 | 62 |
| Number of Non-Managed Accounts | $43,000 | 268 |
| Total fiduciary and related assets | $958,483,000 | 156 |
| Managed Assets ($) | $924,303,000 | 126 |
| Non-managed Assets ($) | $34,180,000 | 292 |
| Memoranda |
| Gross Fiduciary activities income | $1,504,000 | 153 |
| 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 | $2,433,000 | 93 |
| Number of Managed Accounts | $2,388,000 | 68 |
| Number of Non-Managed Accounts | $45,000 | 514 |
| Total fiduciary and related assets | $872,502,000 | 160 |
| Managed Assets ($) | $841,453,000 | 131 |
| Non-managed Assets ($) | $31,049,000 | 400 |
| Memoranda |
| Gross Fiduciary activities income | $5,639,000 | 135 |
| 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 | $2,398,000 | 91 |
| Number of Managed Accounts | $2,360,000 | 70 |
| Number of Non-Managed Accounts | $38,000 | 284 |
| Total fiduciary and related assets | $830,009,000 | 162 |
| Managed Assets ($) | $797,594,000 | 134 |
| Non-managed Assets ($) | $32,415,000 | 286 |
| Memoranda |
| Gross Fiduciary activities income | $4,278,000 | 136 |
| 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 | $2,368,000 | 93 |
| Number of Managed Accounts | $2,333,000 | 71 |
| Number of Non-Managed Accounts | $35,000 | 295 |
| Total fiduciary and related assets | $890,519,000 | 163 |
| Managed Assets ($) | $857,509,000 | 135 |
| Non-managed Assets ($) | $33,010,000 | 290 |
| Memoranda |
| Gross Fiduciary activities income | $2,891,000 | 138 |
| 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 | $2,361,000 | 92 |
| Number of Managed Accounts | $2,327,000 | 70 |
| Number of Non-Managed Accounts | $34,000 | 295 |
| Total fiduciary and related assets | $898,902,000 | 163 |
| Managed Assets ($) | $862,158,000 | 133 |
| Non-managed Assets ($) | $36,744,000 | 286 |
| Memoranda |
| Gross Fiduciary activities income | $1,424,000 | 137 |
| 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 | $2,347,000 | 96 |
| Number of Managed Accounts | $2,303,000 | 72 |
| Number of Non-Managed Accounts | $44,000 | 544 |
| Total fiduciary and related assets | $877,435,000 | 167 |
| Managed Assets ($) | $844,893,000 | 133 |
| Non-managed Assets ($) | $32,542,000 | 400 |
| Memoranda |
| Gross Fiduciary activities income | $5,488,000 | 133 |
| 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 | $2,293,000 | 93 |
| Number of Managed Accounts | $2,250,000 | 73 |
| Number of Non-Managed Accounts | $43,000 | 275 |
| Total fiduciary and related assets | $835,977,000 | 167 |
| Managed Assets ($) | $803,112,000 | 137 |
| Non-managed Assets ($) | $32,865,000 | 288 |
| Memoranda |
| Gross Fiduciary activities income | $4,106,000 | 134 |
| 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 | $2,285,000 | 94 |
| Number of Managed Accounts | $2,241,000 | 72 |
| Number of Non-Managed Accounts | $44,000 | 275 |
| Total fiduciary and related assets | $797,828,000 | 169 |
| Managed Assets ($) | $765,956,000 | 132 |
| Non-managed Assets ($) | $31,872,000 | 289 |
| Memoranda |
| Gross Fiduciary activities income | $2,794,000 | 134 |
| 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 | $2,248,000 | 95 |
| Number of Managed Accounts | $2,195,000 | 72 |
| Number of Non-Managed Accounts | $53,000 | 268 |
| Total fiduciary and related assets | $898,753,000 | 159 |
| Managed Assets ($) | $800,480,000 | 133 |
| Non-managed Assets ($) | $98,273,000 | 215 |
| Memoranda |
| Gross Fiduciary activities income | $1,456,000 | 130 |
| 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 | $2,158,000 | 109 |
| Number of Managed Accounts | $2,105,000 | 76 |
| Number of Non-Managed Accounts | $53,000 | 518 |
| Total fiduciary and related assets | $880,509,000 | 162 |
| Managed Assets ($) | $788,182,000 | 135 |
| Non-managed Assets ($) | $92,327,000 | 240 |
| Memoranda |
| Gross Fiduciary activities income | $5,278,000 | 138 |
| 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 | $2,138,000 | 104 |
| Number of Managed Accounts | $2,087,000 | 77 |
| Number of Non-Managed Accounts | $51,000 | 255 |
| Total fiduciary and related assets | $915,348,000 | 161 |
| Managed Assets ($) | $824,603,000 | 127 |
| Non-managed Assets ($) | $90,745,000 | 214 |
| Memoranda |
| Gross Fiduciary activities income | $3,945,000 | 139 |
| 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 | $1,615,000 | 129 |
| Number of Managed Accounts | $1,561,000 | 96 |
| Number of Non-Managed Accounts | $54,000 | 258 |
| Total fiduciary and related assets | $848,735,000 | 167 |
| Managed Assets ($) | $758,582,000 | 132 |
| Non-managed Assets ($) | $90,153,000 | 208 |
| Memoranda |
| Gross Fiduciary activities income | $2,590,000 | 143 |
| 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 | $1,636,000 | 123 |
| Number of Managed Accounts | $1,578,000 | 96 |
| Number of Non-Managed Accounts | $58,000 | 251 |
| Total fiduciary and related assets | $846,741,000 | 166 |
| Managed Assets ($) | $754,568,000 | 128 |
| Non-managed Assets ($) | $92,173,000 | 208 |
| Memoranda |
| Gross Fiduciary activities income | $1,188,000 | 145 |
| 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 | $1,656,000 | 138 |
| Number of Managed Accounts | $1,583,000 | 100 |
| Number of Non-Managed Accounts | $73,000 | 448 |
| Total fiduciary and related assets | $914,802,000 | 164 |
| Managed Assets ($) | $819,643,000 | 124 |
| Non-managed Assets ($) | $95,159,000 | 227 |
| Memoranda |
| Gross Fiduciary activities income | $5,624,000 | 144 |
| 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 | $1,647,000 | 127 |
| Number of Managed Accounts | $1,578,000 | 96 |
| Number of Non-Managed Accounts | $69,000 | 252 |
| Total fiduciary and related assets | $967,713,000 | 167 |
| Managed Assets ($) | $863,343,000 | 130 |
| Non-managed Assets ($) | $104,370,000 | 211 |
| Memoranda |
| Gross Fiduciary activities income | $4,263,000 | 149 |
| 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 | $1,666,000 | 130 |
| Number of Managed Accounts | $1,595,000 | 99 |
| Number of Non-Managed Accounts | $71,000 | 256 |
| Total fiduciary and related assets | $989,707,000 | 175 |
| Managed Assets ($) | $883,725,000 | 138 |
| Non-managed Assets ($) | $105,982,000 | 220 |
| Memoranda |
| Gross Fiduciary activities income | $2,761,000 | 151 |
| 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 | $1,473,000 | 147 |
| Number of Managed Accounts | $1,404,000 | 111 |
| Number of Non-Managed Accounts | $69,000 | 260 |
| Total fiduciary and related assets | $833,452,000 | 190 |
| Managed Assets ($) | $815,510,000 | 150 |
| Non-managed Assets ($) | $17,942,000 | 339 |
| Memoranda |
| Gross Fiduciary activities income | $1,403,000 | 146 |
| 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 | $1,485,000 | 155 |
| Number of Managed Accounts | $1,407,000 | 110 |
| Number of Non-Managed Accounts | $78,000 | 431 |
| Total fiduciary and related assets | $864,337,000 | 191 |
| Managed Assets ($) | $845,432,000 | 148 |
| Non-managed Assets ($) | $18,905,000 | 517 |
| Memoranda |
| Gross Fiduciary activities income | $5,764,000 | 147 |
| 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 | $1,484,000 | 143 |
| Number of Managed Accounts | $1,402,000 | 110 |
| Number of Non-Managed Accounts | $82,000 | 231 |
| Total fiduciary and related assets | $904,162,000 | 187 |
| Managed Assets ($) | $884,645,000 | 146 |
| Non-managed Assets ($) | $19,517,000 | 318 |
| Memoranda |
| Gross Fiduciary activities income | $4,331,000 | 144 |
| 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 | $1,466,000 | 148 |
| Number of Managed Accounts | $1,383,000 | 115 |
| Number of Non-Managed Accounts | $83,000 | 239 |
| Total fiduciary and related assets | $902,319,000 | 192 |
| Managed Assets ($) | $883,034,000 | 146 |
| Non-managed Assets ($) | $19,285,000 | 328 |
| Memoranda |
| Gross Fiduciary activities income | $2,957,000 | 147 |
| 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 | $1,521,000 | 137 |
| Number of Managed Accounts | $1,382,000 | 111 |
| Number of Non-Managed Accounts | $139,000 | 205 |
| Total fiduciary and related assets | $875,754,000 | 193 |
| Managed Assets ($) | $855,952,000 | 144 |
| Non-managed Assets ($) | $19,802,000 | 330 |
| Memoranda |
| Gross Fiduciary activities income | $1,406,000 | 152 |
| 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 | $1,540,000 | 146 |
| Number of Managed Accounts | $1,388,000 | 112 |
| Number of Non-Managed Accounts | $152,000 | 280 |
| Total fiduciary and related assets | $871,903,000 | 192 |
| Managed Assets ($) | $850,684,000 | 145 |
| Non-managed Assets ($) | $21,219,000 | 507 |
| Memoranda |
| Gross Fiduciary activities income | $6,241,000 | 133 |
| 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 | $1,557,000 | 140 |
| Number of Managed Accounts | $1,393,000 | 114 |
| Number of Non-Managed Accounts | $164,000 | 197 |
| Total fiduciary and related assets | $851,069,000 | 198 |
| Managed Assets ($) | $830,540,000 | 152 |
| Non-managed Assets ($) | $20,529,000 | 324 |
| Memoranda |
| Gross Fiduciary activities income | $4,810,000 | 135 |
| 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 | $1,586,000 | 143 |
| Number of Managed Accounts | $1,417,000 | 117 |
| Number of Non-Managed Accounts | $169,000 | 199 |
| Total fiduciary and related assets | $842,121,000 | 207 |
| Managed Assets ($) | $822,167,000 | 157 |
| Non-managed Assets ($) | $19,954,000 | 330 |
| Memoranda |
| Gross Fiduciary activities income | $3,315,000 | 139 |
| 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 | $1,589,000 | 143 |
| Number of Managed Accounts | $1,415,000 | 117 |
| Number of Non-Managed Accounts | $174,000 | 201 |
| Total fiduciary and related assets | $859,845,000 | 205 |
| Managed Assets ($) | $839,243,000 | 153 |
| Non-managed Assets ($) | $20,602,000 | 332 |
| Memoranda |
| Gross Fiduciary activities income | $1,799,000 | 128 |
| 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 | $1,588,000 | 149 |
| Number of Managed Accounts | $1,414,000 | 119 |
| Number of Non-Managed Accounts | $174,000 | 274 |
| Total fiduciary and related assets | $831,761,000 | 208 |
| Managed Assets ($) | $811,923,000 | 159 |
| Non-managed Assets ($) | $19,838,000 | 510 |
| Memoranda |
| Gross Fiduciary activities income | $5,214,000 | 156 |
| 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 | $1,584,000 | 138 |
| Number of Managed Accounts | $1,397,000 | 116 |
| Number of Non-Managed Accounts | $187,000 | 190 |
| Total fiduciary and related assets | $806,019,000 | 207 |
| Managed Assets ($) | $782,641,000 | 159 |
| Non-managed Assets ($) | $23,378,000 | 319 |
| Memoranda |
| Gross Fiduciary activities income | $3,906,000 | 156 |
| 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 | $1,605,000 | 139 |
| Number of Managed Accounts | $1,406,000 | 114 |
| Number of Non-Managed Accounts | $199,000 | 185 |
| Total fiduciary and related assets | $795,754,000 | 208 |
| Managed Assets ($) | $772,158,000 | 157 |
| Non-managed Assets ($) | $23,596,000 | 323 |
| Memoranda |
| Gross Fiduciary activities income | $2,610,000 | 156 |
| 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 | $1,601,000 | 142 |
| Number of Managed Accounts | $1,403,000 | 116 |
| Number of Non-Managed Accounts | $198,000 | 189 |
| Total fiduciary and related assets | $789,799,000 | 213 |
| Managed Assets ($) | $766,687,000 | 154 |
| Non-managed Assets ($) | $23,112,000 | 327 |
| Memoranda |
| Gross Fiduciary activities income | $1,265,000 | 160 |
| 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 | $1,602,000 | 151 |
| Number of Managed Accounts | $1,393,000 | 121 |
| Number of Non-Managed Accounts | $209,000 | 249 |
| Total fiduciary and related assets | $785,272,000 | 210 |
| Managed Assets ($) | $755,351,000 | 150 |
| Non-managed Assets ($) | $29,921,000 | 431 |
| Memoranda |
| Gross Fiduciary activities income | $4,632,000 | 161 |
| 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 | $1,588,000 | 142 |
| Number of Managed Accounts | $1,374,000 | 118 |
| Number of Non-Managed Accounts | $214,000 | 182 |
| Total fiduciary and related assets | $734,478,000 | 214 |
| Managed Assets ($) | $695,627,000 | 155 |
| Non-managed Assets ($) | $38,851,000 | 294 |
| Memoranda |
| Gross Fiduciary activities income | $3,380,000 | 162 |
| 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 | $1,587,000 | 138 |
| Number of Managed Accounts | $1,368,000 | 119 |
| Number of Non-Managed Accounts | $219,000 | 184 |
| Total fiduciary and related assets | $704,664,000 | 219 |
| Managed Assets ($) | $670,780,000 | 161 |
| Non-managed Assets ($) | $33,884,000 | 310 |
| Memoranda |
| Gross Fiduciary activities income | $2,261,000 | 166 |
| 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 | $1,599,000 | 136 |
| Number of Managed Accounts | $1,372,000 | 119 |
| Number of Non-Managed Accounts | $227,000 | 182 |
| Total fiduciary and related assets | $716,428,000 | 215 |
| Managed Assets ($) | $676,737,000 | 160 |
| Non-managed Assets ($) | $39,691,000 | 304 |
| Memoranda |
| Gross Fiduciary activities income | $1,128,000 | 164 |
| 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 | $1,580,000 | 151 |
| Number of Managed Accounts | $1,346,000 | 127 |
| Number of Non-Managed Accounts | $234,000 | 252 |
| Total fiduciary and related assets | $683,316,000 | 224 |
| Managed Assets ($) | $648,611,000 | 171 |
| Non-managed Assets ($) | $34,705,000 | 417 |
| Memoranda |
| Gross Fiduciary activities income | $4,167,000 | 172 |
| 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 | $1,592,000 | 145 |
| Number of Managed Accounts | $1,348,000 | 127 |
| Number of Non-Managed Accounts | $244,000 | 188 |
| Total fiduciary and related assets | $642,117,000 | 232 |
| Managed Assets ($) | $607,911,000 | 178 |
| Non-managed Assets ($) | $34,206,000 | 319 |
| Memoranda |
| Gross Fiduciary activities income | $3,105,000 | 179 |
| 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 | $1,615,000 | 147 |
| Number of Managed Accounts | $1,369,000 | 128 |
| Number of Non-Managed Accounts | $246,000 | 192 |
| Total fiduciary and related assets | $612,926,000 | 243 |
| Managed Assets ($) | $590,519,000 | 183 |
| Non-managed Assets ($) | $22,407,000 | 345 |
| Memoranda |
| Gross Fiduciary activities income | $2,082,000 | 182 |
| 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 | $1,565,000 | 161 |
| Number of Managed Accounts | $1,368,000 | 130 |
| Number of Non-Managed Accounts | $197,000 | 226 |
| Total fiduciary and related assets | $582,402,000 | 245 |
| Managed Assets ($) | $509,712,000 | 196 |
| Non-managed Assets ($) | $72,690,000 | 276 |
| Memoranda |
| Gross Fiduciary activities income | $1,036,000 | 187 |
| 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 | $1,713,000 | 159 |
| Number of Managed Accounts | $1,360,000 | 137 |
| Number of Non-Managed Accounts | $353,000 | 206 |
| Total fiduciary and related assets | $657,537,000 | 237 |
| Managed Assets ($) | $583,400,000 | 180 |
| Non-managed Assets ($) | $74,137,000 | 302 |
| Memoranda |
| Gross Fiduciary activities income | $4,180,000 | 181 |
| 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 | $1,681,000 | 142 |
| Number of Managed Accounts | $1,358,000 | 126 |
| Number of Non-Managed Accounts | $323,000 | 202 |
| Total fiduciary and related assets | $615,493,000 | 222 |
| Managed Assets ($) | $504,995,000 | 183 |
| Non-managed Assets ($) | $110,498,000 | 236 |
| Memoranda |
| Gross Fiduciary activities income | $4,017,000 | 192 |
| 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 | $3,758,000 | 201 |
| 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 | $3,936,000 | 223 |
| 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 | $3,661,000 | 230 |
| 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 | $3,181,000 | 255 |
| 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 | $2,839,000 | 295 |
| 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 | $2,401,000 | 345 |
| 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 | $2,212,000 | 349 |
| 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 | $1,814,000 | 400 |
| 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 | $1,520,000 | 436 |
