| 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 | $412,000 | 397 |
| Number of Managed Accounts | $406,000 | 349 |
| Number of Non-Managed Accounts | $6,000 | 666 |
| Total fiduciary and related assets | $621,024,000 | 313 |
| Managed Assets ($) | $617,128,000 | 273 |
| Non-managed Assets ($) | $3,896,000 | 605 |
| Memoranda |
| Gross Fiduciary activities income | $3,739,000 | 300 |
| 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 | $408,000 | 314 |
| Number of Managed Accounts | $404,000 | 285 |
| Number of Non-Managed Accounts | $4,000 | 346 |
| Total fiduciary and related assets | $607,654,000 | 289 |
| Managed Assets ($) | $594,194,000 | 260 |
| Non-managed Assets ($) | $13,460,000 | 317 |
| Memoranda |
| Gross Fiduciary activities income | $2,842,000 | 298 |
| 2023-06-30 | Rank |
| Fiduciary powers granted | $0 | 1,477 |
| Fiduciary power exercised | $1,367 | 2 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 448 |
| Number of Managed Accounts | $0 | 438 |
| Number of Non-Managed Accounts | $0 | 435 |
| Total fiduciary and related assets | NA | NA |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda |
| Gross Fiduciary activities income | $0 | 931 |
| 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 | $423,000 | 323 |
| Number of Managed Accounts | $419,000 | 293 |
| Number of Non-Managed Accounts | $4,000 | 351 |
| Total fiduciary and related assets | $607,070,000 | 294 |
| Managed Assets ($) | $593,368,000 | 265 |
| Non-managed Assets ($) | $13,702,000 | 322 |
| Memoranda |
| Gross Fiduciary activities income | $906,000 | 311 |
| 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 | $426,000 | 402 |
| Number of Managed Accounts | $422,000 | 349 |
| Number of Non-Managed Accounts | $4,000 | 731 |
| Total fiduciary and related assets | $580,975,000 | 322 |
| Managed Assets ($) | $567,576,000 | 280 |
| Non-managed Assets ($) | $13,399,000 | 513 |
| Memoranda |
| Gross Fiduciary activities income | $3,739,000 | 310 |
| 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 | $388,000 | 335 |
| Number of Managed Accounts | $384,000 | 307 |
| Number of Non-Managed Accounts | $4,000 | 364 |
| Total fiduciary and related assets | $494,782,000 | 312 |
| Managed Assets ($) | $482,003,000 | 284 |
| Non-managed Assets ($) | $12,779,000 | 338 |
| Memoranda |
| Gross Fiduciary activities income | $2,802,000 | 306 |
| 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 | $389,000 | 346 |
| Number of Managed Accounts | $385,000 | 318 |
| Number of Non-Managed Accounts | $4,000 | 387 |
| Total fiduciary and related assets | $518,973,000 | 293 |
| Managed Assets ($) | $505,358,000 | 257 |
| Non-managed Assets ($) | $13,615,000 | 351 |
| Memoranda |
| Gross Fiduciary activities income | $1,945,000 | 267 |
| 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 | $384,000 | 302 |
| Number of Managed Accounts | $380,000 | 279 |
| Number of Non-Managed Accounts | $4,000 | 326 |
| Total fiduciary and related assets | $550,766,000 | 271 |
| Managed Assets ($) | $535,494,000 | 251 |
| Non-managed Assets ($) | $15,272,000 | 294 |
| Memoranda |
| Gross Fiduciary activities income | $990,000 | 270 |
| 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 | $389,000 | 385 |
| Number of Managed Accounts | $385,000 | 339 |
| Number of Non-Managed Accounts | $4,000 | 706 |
| Total fiduciary and related assets | $581,861,000 | 299 |
| Managed Assets ($) | $565,776,000 | 263 |
| Non-managed Assets ($) | $16,085,000 | 465 |
| Memoranda |
| Gross Fiduciary activities income | $4,047,000 | 259 |
| 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 | $400,000 | 298 |
| Number of Managed Accounts | $395,000 | 271 |
| Number of Non-Managed Accounts | $5,000 | 313 |
| Total fiduciary and related assets | $564,895,000 | 272 |
| Managed Assets ($) | $549,466,000 | 247 |
| Non-managed Assets ($) | $15,429,000 | 292 |
| Memoranda |
| Gross Fiduciary activities income | $3,085,000 | 256 |
| 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 | $409,000 | 336 |
| Number of Managed Accounts | $402,000 | 306 |
| Number of Non-Managed Accounts | $7,000 | 366 |
| Total fiduciary and related assets | $581,017,000 | 287 |
| Managed Assets ($) | $563,031,000 | 255 |
| Non-managed Assets ($) | $17,986,000 | 340 |
| Memoranda |
| Gross Fiduciary activities income | $2,105,000 | 253 |
| 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 | $420,000 | 297 |
| Number of Managed Accounts | $412,000 | 270 |
| Number of Non-Managed Accounts | $8,000 | 308 |
| Total fiduciary and related assets | $566,445,000 | 270 |
| Managed Assets ($) | $549,720,000 | 244 |
| Non-managed Assets ($) | $16,725,000 | 286 |
| Memoranda |
| Gross Fiduciary activities income | $1,025,000 | 256 |
| 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 | $418,000 | 369 |
| Number of Managed Accounts | $410,000 | 320 |
| Number of Non-Managed Accounts | $8,000 | 664 |
| Total fiduciary and related assets | $546,371,000 | 291 |
| Managed Assets ($) | $529,962,000 | 256 |
| Non-managed Assets ($) | $16,409,000 | 462 |
| Memoranda |
| Gross Fiduciary activities income | $3,729,000 | 255 |
| 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 | $439,000 | 290 |
| Number of Managed Accounts | $430,000 | 263 |
| Number of Non-Managed Accounts | $9,000 | 309 |
| Total fiduciary and related assets | $533,276,000 | 262 |
| Managed Assets ($) | $518,708,000 | 234 |
| Non-managed Assets ($) | $14,568,000 | 290 |
| Memoranda |
| Gross Fiduciary activities income | $2,804,000 | 250 |
| 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 | $443,000 | 323 |
| Number of Managed Accounts | $434,000 | 288 |
| Number of Non-Managed Accounts | $9,000 | 357 |
| Total fiduciary and related assets | $611,609,000 | 262 |
| Managed Assets ($) | $597,339,000 | 228 |
| Non-managed Assets ($) | $14,270,000 | 340 |
| Memoranda |
| Gross Fiduciary activities income | $1,863,000 | 257 |
| 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 | $443,000 | 290 |
| Number of Managed Accounts | $434,000 | 263 |
| Number of Non-Managed Accounts | $9,000 | 308 |
| Total fiduciary and related assets | $531,635,000 | 252 |
| Managed Assets ($) | $519,167,000 | 225 |
| Non-managed Assets ($) | $12,468,000 | 294 |
| Memoranda |
| Gross Fiduciary activities income | $909,000 | 258 |
| 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 | $460,000 | 348 |
| Number of Managed Accounts | $451,000 | 300 |
| Number of Non-Managed Accounts | $9,000 | 669 |
| Total fiduciary and related assets | $591,754,000 | 267 |
| Managed Assets ($) | $576,271,000 | 234 |
| Non-managed Assets ($) | $15,483,000 | 473 |
| Memoranda |
| Gross Fiduciary activities income | $3,873,000 | 245 |
| 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 | $450,000 | 290 |
| Number of Managed Accounts | $440,000 | 263 |
| Number of Non-Managed Accounts | $10,000 | 308 |
| Total fiduciary and related assets | $604,755,000 | 253 |
| Managed Assets ($) | $589,922,000 | 227 |
| Non-managed Assets ($) | $14,833,000 | 292 |
| Memoranda |
| Gross Fiduciary activities income | $2,932,000 | 247 |
| 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 | $447,000 | 314 |
| Number of Managed Accounts | $438,000 | 283 |
| Number of Non-Managed Accounts | $9,000 | 344 |
| Total fiduciary and related assets | $605,995,000 | 260 |
| Managed Assets ($) | $591,868,000 | 228 |
| Non-managed Assets ($) | $14,127,000 | 327 |
| Memoranda |
| Gross Fiduciary activities income | $2,008,000 | 242 |
| 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 | $453,000 | 314 |
| Number of Managed Accounts | $444,000 | 285 |
| Number of Non-Managed Accounts | $9,000 | 351 |
| Total fiduciary and related assets | $630,180,000 | 248 |
| Managed Assets ($) | $616,001,000 | 217 |
| Non-managed Assets ($) | $14,179,000 | 333 |
| Memoranda |
| Gross Fiduciary activities income | $975,000 | 240 |
| 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 | $459,000 | 348 |
| Number of Managed Accounts | $449,000 | 303 |
| Number of Non-Managed Accounts | $10,000 | 678 |
| Total fiduciary and related assets | $595,448,000 | 249 |
| Managed Assets ($) | $581,713,000 | 215 |
| Non-managed Assets ($) | $13,735,000 | 501 |
| Memoranda |
| Gross Fiduciary activities income | $4,007,000 | 240 |
| 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 | $461,000 | 311 |
| Number of Managed Accounts | $450,000 | 287 |
| Number of Non-Managed Accounts | $11,000 | 348 |
| Total fiduciary and related assets | $623,313,000 | 256 |
| Managed Assets ($) | $607,569,000 | 219 |
| Non-managed Assets ($) | $15,744,000 | 333 |
| Memoranda |
| Gross Fiduciary activities income | $3,003,000 | 243 |
| 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 | $473,000 | 310 |
| Number of Managed Accounts | $460,000 | 285 |
| Number of Non-Managed Accounts | $13,000 | 343 |
| Total fiduciary and related assets | $535,512,000 | 274 |
| Managed Assets ($) | $520,035,000 | 234 |
| Non-managed Assets ($) | $15,477,000 | 334 |
| Memoranda |
| Gross Fiduciary activities income | $2,006,000 | 242 |
| 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 | $478,000 | 314 |
| Number of Managed Accounts | $465,000 | 285 |
| Number of Non-Managed Accounts | $13,000 | 347 |
| Total fiduciary and related assets | $559,086,000 | 265 |
| Managed Assets ($) | $541,451,000 | 223 |
| Non-managed Assets ($) | $17,635,000 | 335 |
| Memoranda |
| Gross Fiduciary activities income | $951,000 | 251 |
| 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 | $484,000 | 343 |
| Number of Managed Accounts | $471,000 | 299 |
| Number of Non-Managed Accounts | $13,000 | 658 |
| Total fiduciary and related assets | $581,145,000 | 260 |
| Managed Assets ($) | $563,248,000 | 223 |
| Non-managed Assets ($) | $17,897,000 | 478 |
| Memoranda |
| Gross Fiduciary activities income | $3,800,000 | 241 |
| 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 | $497,000 | 303 |
| Number of Managed Accounts | $477,000 | 274 |
| Number of Non-Managed Accounts | $20,000 | 319 |
| Total fiduciary and related assets | $574,972,000 | 259 |
| Managed Assets ($) | $556,665,000 | 220 |
| Non-managed Assets ($) | $18,307,000 | 326 |
| Memoranda |
| Gross Fiduciary activities income | $2,857,000 | 241 |
| 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 | $511,000 | 300 |
| Number of Managed Accounts | $485,000 | 273 |
| Number of Non-Managed Accounts | $26,000 | 309 |
| Total fiduciary and related assets | $569,188,000 | 257 |
| Managed Assets ($) | $550,177,000 | 220 |
| Non-managed Assets ($) | $19,011,000 | 321 |
| Memoranda |
| Gross Fiduciary activities income | $1,933,000 | 239 |
| 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 | $532,000 | 298 |
| Number of Managed Accounts | $493,000 | 270 |
| Number of Non-Managed Accounts | $39,000 | 281 |
| Total fiduciary and related assets | $540,407,000 | 259 |
| Managed Assets ($) | $514,948,000 | 229 |
| Non-managed Assets ($) | $25,459,000 | 308 |
| Memoranda |
| Gross Fiduciary activities income | $884,000 | 253 |
| 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 | $531,000 | 329 |
| Number of Managed Accounts | $489,000 | 288 |
| Number of Non-Managed Accounts | $42,000 | 463 |
| Total fiduciary and related assets | $509,257,000 | 260 |
| Managed Assets ($) | $480,306,000 | 231 |
| Non-managed Assets ($) | $28,951,000 | 401 |
| Memoranda |
| Gross Fiduciary activities income | $3,488,000 | 246 |
| 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 | $554,000 | 296 |
| Number of Managed Accounts | $507,000 | 268 |
| Number of Non-Managed Accounts | $47,000 | 274 |
| Total fiduciary and related assets | $534,393,000 | 257 |
| Managed Assets ($) | $504,867,000 | 227 |
| Non-managed Assets ($) | $29,526,000 | 312 |
| Memoranda |
| Gross Fiduciary activities income | $2,630,000 | 242 |
| 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 | $558,000 | 297 |
| Number of Managed Accounts | $509,000 | 270 |
| Number of Non-Managed Accounts | $49,000 | 276 |
| Total fiduciary and related assets | $494,972,000 | 268 |
| Managed Assets ($) | $465,964,000 | 238 |
| Non-managed Assets ($) | $29,008,000 | 313 |
| Memoranda |
| Gross Fiduciary activities income | $1,810,000 | 240 |
| 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 | $559,000 | 296 |
| Number of Managed Accounts | $508,000 | 270 |
| Number of Non-Managed Accounts | $51,000 | 268 |
| Total fiduciary and related assets | $521,811,000 | 261 |
| Managed Assets ($) | $495,997,000 | 228 |
| Non-managed Assets ($) | $25,814,000 | 317 |
| Memoranda |
| Gross Fiduciary activities income | $836,000 | 251 |
| 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 | $561,000 | 320 |
| Number of Managed Accounts | $508,000 | 277 |
| Number of Non-Managed Accounts | $53,000 | 425 |
| Total fiduciary and related assets | $500,253,000 | 267 |
| Managed Assets ($) | $471,598,000 | 236 |
| Non-managed Assets ($) | $28,655,000 | 403 |
| Memoranda |
| Gross Fiduciary activities income | $3,409,000 | 250 |
| 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 | $567,000 | 290 |
| Number of Managed Accounts | $511,000 | 263 |
| Number of Non-Managed Accounts | $56,000 | 257 |
| Total fiduciary and related assets | $484,920,000 | 268 |
| Managed Assets ($) | $454,525,000 | 233 |
| Non-managed Assets ($) | $30,395,000 | 307 |
| Memoranda |
| Gross Fiduciary activities income | $2,582,000 | 249 |
| 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 | $591,000 | 286 |
| Number of Managed Accounts | $531,000 | 264 |
| Number of Non-Managed Accounts | $60,000 | 254 |
| Total fiduciary and related assets | $496,511,000 | 272 |
| Managed Assets ($) | $460,777,000 | 242 |
| Non-managed Assets ($) | $35,734,000 | 306 |
| Memoranda |
| Gross Fiduciary activities income | $1,761,000 | 249 |
| 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 | $605,000 | 287 |
| Number of Managed Accounts | $533,000 | 261 |
| Number of Non-Managed Accounts | $72,000 | 237 |
| Total fiduciary and related assets | $496,410,000 | 274 |
| Managed Assets ($) | $434,334,000 | 248 |
| Non-managed Assets ($) | $62,076,000 | 272 |
| Memoranda |
| Gross Fiduciary activities income | $853,000 | 255 |
| 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 | $620,000 | 307 |
| Number of Managed Accounts | $541,000 | 271 |
| Number of Non-Managed Accounts | $79,000 | 341 |
| Total fiduciary and related assets | $509,152,000 | 273 |
| Managed Assets ($) | $444,805,000 | 246 |
| Non-managed Assets ($) | $64,347,000 | 290 |
| Memoranda |
| Gross Fiduciary activities income | $3,518,000 | 244 |
| 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 | $654,000 | 280 |
| Number of Managed Accounts | $573,000 | 254 |
| Number of Non-Managed Accounts | $81,000 | 219 |
| Total fiduciary and related assets | $523,759,000 | 266 |
| Managed Assets ($) | $457,934,000 | 241 |
| Non-managed Assets ($) | $65,825,000 | 262 |
| Memoranda |
| Gross Fiduciary activities income | $2,672,000 | 244 |
| 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 | $691,000 | 270 |
| Number of Managed Accounts | $596,000 | 251 |
| Number of Non-Managed Accounts | $95,000 | 204 |
| Total fiduciary and related assets | $569,101,000 | 255 |
| Managed Assets ($) | $501,103,000 | 233 |
| Non-managed Assets ($) | $67,998,000 | 258 |
| Memoranda |
| Gross Fiduciary activities income | $1,756,000 | 251 |
| 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 | $732,000 | 264 |
| Number of Managed Accounts | $620,000 | 247 |
| Number of Non-Managed Accounts | $112,000 | 196 |
| Total fiduciary and related assets | $574,092,000 | 251 |
| Managed Assets ($) | $479,101,000 | 231 |
| Non-managed Assets ($) | $94,991,000 | 231 |
| Memoranda |
| Gross Fiduciary activities income | $860,000 | 251 |
| 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 | $731,000 | 277 |
| Number of Managed Accounts | $602,000 | 257 |
| Number of Non-Managed Accounts | $129,000 | 259 |
| Total fiduciary and related assets | $573,348,000 | 250 |
| Managed Assets ($) | $473,263,000 | 231 |
| Non-managed Assets ($) | $100,085,000 | 238 |
| Memoranda |
| Gross Fiduciary activities income | $4,017,000 | 212 |
| 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 | $742,000 | 255 |
| Number of Managed Accounts | $598,000 | 242 |
| Number of Non-Managed Accounts | $144,000 | 174 |
| Total fiduciary and related assets | $560,127,000 | 248 |
| Managed Assets ($) | $455,769,000 | 229 |
| Non-managed Assets ($) | $104,358,000 | 216 |
| Memoranda |
| Gross Fiduciary activities income | $2,979,000 | 207 |
| 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 | $763,000 | 248 |
| Number of Managed Accounts | $601,000 | 234 |
| Number of Non-Managed Accounts | $162,000 | 170 |
| Total fiduciary and related assets | $562,628,000 | 245 |
| Managed Assets ($) | $438,539,000 | 224 |
| Non-managed Assets ($) | $124,089,000 | 204 |
| Memoranda |
| Gross Fiduciary activities income | $2,017,000 | 207 |
| 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 | $787,000 | 245 |
| Number of Managed Accounts | $614,000 | 235 |
| Number of Non-Managed Accounts | $173,000 | 166 |
| Total fiduciary and related assets | $585,498,000 | 240 |
| Managed Assets ($) | $454,285,000 | 220 |
| Non-managed Assets ($) | $131,213,000 | 198 |
| Memoranda |
| Gross Fiduciary activities income | $923,000 | 221 |
| 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 | $836,000 | 251 |
| Number of Managed Accounts | $639,000 | 236 |
| Number of Non-Managed Accounts | $197,000 | 212 |
| Total fiduciary and related assets | $581,802,000 | 235 |
| Managed Assets ($) | $446,042,000 | 217 |
| Non-managed Assets ($) | $135,760,000 | 208 |
| Memoranda |
| Gross Fiduciary activities income | $4,165,000 | 195 |
| 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 | $854,000 | 229 |
| Number of Managed Accounts | $660,000 | 214 |
| Number of Non-Managed Accounts | $194,000 | 154 |
| Total fiduciary and related assets | $779,277,000 | 190 |
| Managed Assets ($) | $454,860,000 | 211 |
| Non-managed Assets ($) | $324,417,000 | 130 |
| Memoranda |
| Gross Fiduciary activities income | $3,190,000 | 191 |
| 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 | $901,000 | 214 |
| Number of Managed Accounts | $705,000 | 204 |
| Number of Non-Managed Accounts | $196,000 | 155 |
| Total fiduciary and related assets | $771,144,000 | 181 |
| Managed Assets ($) | $436,810,000 | 211 |
| Non-managed Assets ($) | $334,334,000 | 132 |
| Memoranda |
| Gross Fiduciary activities income | $2,223,000 | 189 |
| 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 | $935,000 | 209 |
| Number of Managed Accounts | $732,000 | 193 |
| Number of Non-Managed Accounts | $203,000 | 153 |
| Total fiduciary and related assets | $817,972,000 | 175 |
| Managed Assets ($) | $506,866,000 | 185 |
| Non-managed Assets ($) | $311,106,000 | 129 |
| Memoranda |
| Gross Fiduciary activities income | $1,051,000 | 193 |
| 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 | $947,000 | 218 |
| Number of Managed Accounts | $736,000 | 196 |
| Number of Non-Managed Accounts | $211,000 | 200 |
| Total fiduciary and related assets | $784,352,000 | 176 |
| Managed Assets ($) | $473,655,000 | 191 |
| Non-managed Assets ($) | $310,697,000 | 131 |
| Memoranda |
| Gross Fiduciary activities income | $4,444,000 | 149 |
| 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 | $980,000 | 200 |
| Number of Managed Accounts | $751,000 | 188 |
| Number of Non-Managed Accounts | $229,000 | 141 |
| Total fiduciary and related assets | $760,049,000 | 175 |
| Managed Assets ($) | $453,960,000 | 183 |
| Non-managed Assets ($) | $306,089,000 | 128 |
| Memoranda |
| Gross Fiduciary activities income | $3,366,000 | 149 |
| 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 | $977,000 | 204 |
| Number of Managed Accounts | $737,000 | 193 |
| Number of Non-Managed Accounts | $240,000 | 139 |
| Total fiduciary and related assets | $794,206,000 | 177 |
| Managed Assets ($) | $474,711,000 | 186 |
| Non-managed Assets ($) | $319,495,000 | 126 |
| Memoranda |
| Gross Fiduciary activities income | $2,210,000 | 154 |
| 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 | $985,000 | 207 |
| Number of Managed Accounts | $739,000 | 191 |
| Number of Non-Managed Accounts | $246,000 | 141 |
| Total fiduciary and related assets | $789,650,000 | 182 |
| Managed Assets ($) | $465,400,000 | 189 |
| Non-managed Assets ($) | $324,250,000 | 131 |
| Memoranda |
| Gross Fiduciary activities income | $1,081,000 | 157 |
| 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 | $1,006,000 | 216 |
| Number of Managed Accounts | $735,000 | 204 |
| Number of Non-Managed Accounts | $271,000 | 177 |
| Total fiduciary and related assets | $790,943,000 | 182 |
| Managed Assets ($) | $468,900,000 | 184 |
| Non-managed Assets ($) | $322,043,000 | 133 |
| Memoranda |
| Gross Fiduciary activities income | $4,586,000 | 149 |
| 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 | $1,003,000 | 203 |
| Number of Managed Accounts | $728,000 | 194 |
| Number of Non-Managed Accounts | $275,000 | 137 |
| Total fiduciary and related assets | $784,468,000 | 177 |
| Managed Assets ($) | $465,937,000 | 183 |
| Non-managed Assets ($) | $318,531,000 | 129 |
| Memoranda |
| Gross Fiduciary activities income | $3,564,000 | 147 |
| 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 | $974,000 | 207 |
| Number of Managed Accounts | $738,000 | 191 |
| Number of Non-Managed Accounts | $236,000 | 150 |
| Total fiduciary and related assets | $624,791,000 | 195 |
| Managed Assets ($) | $444,331,000 | 182 |
| Non-managed Assets ($) | $180,460,000 | 169 |
| Memoranda |
| Gross Fiduciary activities income | $2,518,000 | 142 |
| 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 | $1,057,000 | 194 |
| Number of Managed Accounts | $739,000 | 191 |
| Number of Non-Managed Accounts | $318,000 | 127 |
| Total fiduciary and related assets | $868,086,000 | 164 |
| Managed Assets ($) | $474,242,000 | 180 |
| Non-managed Assets ($) | $393,844,000 | 120 |
| Memoranda |
| Gross Fiduciary activities income | $1,317,000 | 138 |
| 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 | $1,083,000 | 204 |
| Number of Managed Accounts | $750,000 | 197 |
| Number of Non-Managed Accounts | $333,000 | 162 |
| Total fiduciary and related assets | $859,280,000 | 164 |
| Managed Assets ($) | $465,548,000 | 185 |
| Non-managed Assets ($) | $393,732,000 | 120 |
| Memoranda |
| Gross Fiduciary activities income | $5,616,000 | 133 |
| 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 | $3,340,000 | 81 |
| Number of Managed Accounts | $770,000 | 187 |
| Number of Non-Managed Accounts | $2,570,000 | 46 |
| Total fiduciary and related assets | $3,273,686,000 | 80 |
| Managed Assets ($) | $461,684,000 | 187 |
| Non-managed Assets ($) | $2,812,002,000 | 57 |
| Memoranda |
| Gross Fiduciary activities income | $4,227,000 | 131 |
| 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 | $3,434,000 | 81 |
| Number of Managed Accounts | $782,000 | 189 |
| Number of Non-Managed Accounts | $2,652,000 | 46 |
| Total fiduciary and related assets | $3,250,583,000 | 81 |
| Managed Assets ($) | $438,508,000 | 187 |
| Non-managed Assets ($) | $2,812,075,000 | 56 |
| Memoranda |
| Gross Fiduciary activities income | $2,878,000 | 131 |
| 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 | $3,512,000 | 77 |
| Number of Managed Accounts | $791,000 | 187 |
| Number of Non-Managed Accounts | $2,721,000 | 43 |
| Total fiduciary and related assets | $3,314,041,000 | 79 |
| Managed Assets ($) | $428,546,000 | 184 |
| Non-managed Assets ($) | $2,885,495,000 | 55 |
| Memoranda |
| Gross Fiduciary activities income | $1,270,000 | 139 |
| 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 | $3,620,000 | 84 |
| Number of Managed Accounts | $811,000 | 191 |
| Number of Non-Managed Accounts | $2,809,000 | 48 |
| Total fiduciary and related assets | $3,391,475,000 | 82 |
| Managed Assets ($) | $438,966,000 | 185 |
| Non-managed Assets ($) | $2,952,509,000 | 57 |
| Memoranda |
| Gross Fiduciary activities income | $6,383,000 | 130 |
| 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 | $3,676,000 | 80 |
| Number of Managed Accounts | $830,000 | 177 |
| Number of Non-Managed Accounts | $2,846,000 | 44 |
| Total fiduciary and related assets | $4,049,919,000 | 82 |
| Managed Assets ($) | $480,099,000 | 185 |
| Non-managed Assets ($) | $3,569,820,000 | 57 |
| Memoranda |
| Gross Fiduciary activities income | $4,810,000 | 135 |
| 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 | $3,722,000 | 81 |
| Number of Managed Accounts | $837,000 | 181 |
| Number of Non-Managed Accounts | $2,885,000 | 44 |
| Total fiduciary and related assets | $4,108,040,000 | 85 |
| Managed Assets ($) | $471,349,000 | 196 |
| Non-managed Assets ($) | $3,636,691,000 | 60 |
| Memoranda |
| Gross Fiduciary activities income | $3,407,000 | 133 |
| 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 | $3,766,000 | 80 |
| Number of Managed Accounts | $849,000 | 179 |
| Number of Non-Managed Accounts | $2,917,000 | 42 |
| Total fiduciary and related assets | $4,180,648,000 | 86 |
| Managed Assets ($) | $471,080,000 | 205 |
| Non-managed Assets ($) | $3,709,568,000 | 57 |
| Memoranda |
| Gross Fiduciary activities income | $1,488,000 | 141 |
| 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 | $3,805,000 | 80 |
| Number of Managed Accounts | $850,000 | 184 |
| Number of Non-Managed Accounts | $2,955,000 | 45 |
| Total fiduciary and related assets | $4,109,266,000 | 83 |
| Managed Assets ($) | $478,176,000 | 209 |
| Non-managed Assets ($) | $3,631,090,000 | 55 |
| Memoranda |
| Gross Fiduciary activities income | $7,128,000 | 125 |
| 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 | $3,905,000 | 72 |
| Number of Managed Accounts | $879,000 | 175 |
| Number of Non-Managed Accounts | $3,026,000 | 41 |
| Total fiduciary and related assets | $5,029,387,000 | 77 |
| Managed Assets ($) | $479,881,000 | 206 |
| Non-managed Assets ($) | $4,549,506,000 | 53 |
| Memoranda |
| Gross Fiduciary activities income | $5,348,000 | 124 |
| 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 | $3,861,000 | 73 |
| Number of Managed Accounts | $883,000 | 170 |
| Number of Non-Managed Accounts | $2,978,000 | 41 |
| Total fiduciary and related assets | $4,792,503,000 | 82 |
| Managed Assets ($) | $498,171,000 | 205 |
| Non-managed Assets ($) | $4,294,332,000 | 58 |
| Memoranda |
| Gross Fiduciary activities income | $3,881,000 | 125 |
| 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 | $3,749,000 | 73 |
| Number of Managed Accounts | $911,000 | 163 |
| Number of Non-Managed Accounts | $2,838,000 | 41 |
| Total fiduciary and related assets | $4,616,446,000 | 80 |
| Managed Assets ($) | $527,498,000 | 194 |
| Non-managed Assets ($) | $4,088,948,000 | 58 |
| Memoranda |
| Gross Fiduciary activities income | $1,868,000 | 126 |
| 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 | $3,738,000 | 77 |
| Number of Managed Accounts | $915,000 | 167 |
| Number of Non-Managed Accounts | $2,823,000 | 45 |
| Total fiduciary and related assets | $4,349,087,000 | 80 |
| Managed Assets ($) | $567,772,000 | 186 |
| Non-managed Assets ($) | $3,781,315,000 | 61 |
| Memoranda |
| Gross Fiduciary activities income | $6,685,000 | 127 |
| 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 | $3,721,000 | 79 |
| Number of Managed Accounts | $901,000 | 169 |
| Number of Non-Managed Accounts | $2,820,000 | 43 |
| Total fiduciary and related assets | $4,082,430,000 | 85 |
| Managed Assets ($) | $518,882,000 | 193 |
| Non-managed Assets ($) | $3,563,548,000 | 62 |
| Memoranda |
| Gross Fiduciary activities income | $4,856,000 | 134 |
| 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 | $3,633,000 | 85 |
| Number of Managed Accounts | $882,000 | 179 |
| Number of Non-Managed Accounts | $2,751,000 | 45 |
| Total fiduciary and related assets | $3,689,230,000 | 93 |
| Managed Assets ($) | $453,034,000 | 216 |
| Non-managed Assets ($) | $3,236,196,000 | 63 |
| Memoranda |
| Gross Fiduciary activities income | $3,321,000 | 138 |
| 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 | $3,575,000 | 84 |
| Number of Managed Accounts | $876,000 | 181 |
| Number of Non-Managed Accounts | $2,699,000 | 45 |
| Total fiduciary and related assets | $3,665,017,000 | 96 |
| Managed Assets ($) | $466,048,000 | 209 |
| Non-managed Assets ($) | $3,198,969,000 | 62 |
| Memoranda |
| Gross Fiduciary activities income | $1,537,000 | 143 |
| 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 | $3,551,000 | 91 |
| Number of Managed Accounts | $843,000 | 192 |
| Number of Non-Managed Accounts | $2,708,000 | 50 |
| Total fiduciary and related assets | $3,606,551,000 | 96 |
| Managed Assets ($) | $399,069,000 | 227 |
| Non-managed Assets ($) | $3,207,482,000 | 66 |
| Memoranda |
| Gross Fiduciary activities income | $6,101,000 | 139 |
| 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 | $3,542,000 | 86 |
| Number of Managed Accounts | $831,000 | 183 |
| Number of Non-Managed Accounts | $2,711,000 | 45 |
| Total fiduciary and related assets | $3,316,903,000 | 96 |
| Managed Assets ($) | $388,798,000 | 228 |
| Non-managed Assets ($) | $2,928,105,000 | 70 |
| Memoranda |
| Gross Fiduciary activities income | $4,449,000 | 141 |
| 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 | $2,969,000 | 92 |
| Number of Managed Accounts | $507,000 | 258 |
| Number of Non-Managed Accounts | $2,462,000 | 46 |
| Total fiduciary and related assets | $2,661,944,000 | 108 |
| Managed Assets ($) | $210,074,000 | 307 |
| Non-managed Assets ($) | $2,451,870,000 | 69 |
| Memoranda |
| Gross Fiduciary activities income | $3,025,000 | 141 |
| 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 | $3,473,000 | 88 |
| Number of Managed Accounts | $842,000 | 181 |
| Number of Non-Managed Accounts | $2,631,000 | 48 |
| Total fiduciary and related assets | $3,082,573,000 | 99 |
| Managed Assets ($) | $405,249,000 | 221 |
| Non-managed Assets ($) | $2,677,324,000 | 68 |
| Memoranda |
| Gross Fiduciary activities income | $1,430,000 | 147 |
| 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 | $3,438,000 | 95 |
| Number of Managed Accounts | $819,000 | 189 |
| Number of Non-Managed Accounts | $2,619,000 | 54 |
| Total fiduciary and related assets | $3,078,802,000 | 104 |
| Managed Assets ($) | $403,665,000 | 218 |
| Non-managed Assets ($) | $2,675,137,000 | 72 |
| Memoranda |
| Gross Fiduciary activities income | $5,809,000 | 137 |
| 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 | $3,214,000 | 93 |
| Number of Managed Accounts | $685,000 | 206 |
| Number of Non-Managed Accounts | $2,529,000 | 50 |
| Total fiduciary and related assets | $3,065,612,000 | 104 |
| Managed Assets ($) | $316,694,000 | 241 |
| Non-managed Assets ($) | $2,748,918,000 | 71 |
| Memoranda |
| Gross Fiduciary activities income | $4,247,000 | 139 |
| 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 | $3,090,000 | 95 |
| Number of Managed Accounts | $654,000 | 216 |
| Number of Non-Managed Accounts | $2,436,000 | 51 |
| Total fiduciary and related assets | $2,568,706,000 | 117 |
| Managed Assets ($) | $307,589,000 | 242 |
| Non-managed Assets ($) | $2,261,117,000 | 79 |
| Memoranda |
| Gross Fiduciary activities income | $2,935,000 | 138 |
| 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 | $3,181,000 | 93 |
| Number of Managed Accounts | $800,000 | 188 |
| Number of Non-Managed Accounts | $2,381,000 | 52 |
| Total fiduciary and related assets | $2,616,790,000 | 115 |
| Managed Assets ($) | $373,169,000 | 227 |
| Non-managed Assets ($) | $2,243,621,000 | 78 |
| Memoranda |
| Gross Fiduciary activities income | $1,421,000 | 143 |
| 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 | $2,653,000 | 113 |
| Number of Managed Accounts | $486,000 | 299 |
| Number of Non-Managed Accounts | $2,167,000 | 56 |
| Total fiduciary and related assets | $2,361,204,000 | 121 |
| Managed Assets ($) | $302,042,000 | 254 |
| Non-managed Assets ($) | $2,059,162,000 | 85 |
| Memoranda |
| Gross Fiduciary activities income | $4,742,000 | 157 |
| 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 | $2,726,000 | 108 |
| Number of Managed Accounts | $601,000 | 242 |
| Number of Non-Managed Accounts | $2,125,000 | 60 |
| Total fiduciary and related assets | $2,276,843,000 | 127 |
| Managed Assets ($) | $270,580,000 | 265 |
| Non-managed Assets ($) | $2,006,263,000 | 86 |
| Memoranda |
| Gross Fiduciary activities income | $3,519,000 | 162 |
| 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 | $2,674,000 | 110 |
| Number of Managed Accounts | $560,000 | 254 |
| Number of Non-Managed Accounts | $2,114,000 | 63 |
| Total fiduciary and related assets | $2,334,494,000 | 125 |
| Managed Assets ($) | $229,473,000 | 295 |
| Non-managed Assets ($) | $2,105,021,000 | 89 |
| Memoranda |
| Gross Fiduciary activities income | $2,368,000 | 168 |
| 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 | $2,562,000 | 116 |
| Number of Managed Accounts | $546,000 | 262 |
| Number of Non-Managed Accounts | $2,016,000 | 66 |
| Total fiduciary and related assets | $2,184,099,000 | 128 |
| Managed Assets ($) | $212,171,000 | 305 |
| Non-managed Assets ($) | $1,971,928,000 | 88 |
| Memoranda |
| Gross Fiduciary activities income | $1,165,000 | 174 |
| 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 | $2,524,000 | 121 |
| Number of Managed Accounts | $531,000 | 294 |
| Number of Non-Managed Accounts | $1,993,000 | 68 |
| Total fiduciary and related assets | $2,129,597,000 | 129 |
| Managed Assets ($) | $220,214,000 | 303 |
| Non-managed Assets ($) | $1,909,383,000 | 88 |
| Memoranda |
| Gross Fiduciary activities income | $4,493,000 | 176 |
| 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 | $164,000 | 742 |
| Number of Managed Accounts | $136,000 | 645 |
| Number of Non-Managed Accounts | $28,000 | 748 |
| Total fiduciary and related assets | $103,219,000 | 537 |
| Managed Assets ($) | $73,786,000 | 521 |
| Non-managed Assets ($) | $29,433,000 | 425 |
| Memoranda |
| Gross Fiduciary activities income | $561,000 | 557 |
| 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 | $447,000 | 630 |
| 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 | $359,000 | 729 |
| 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 | $260,000 | 815 |
| 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 | $162,000 | 948 |
| 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 | $16,000 | 1,366 |
| 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 | $0 | 1,590 |
| 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 | $0 | 1,599 |
| 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 | $0 | 1,630 |
| 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 | $0 | 1,658 |
