| 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 | $1,471,000 | 177 |
| Number of Managed Accounts | $1,389,000 | 144 |
| Number of Non-Managed Accounts | $82,000 | 290 |
| Total fiduciary and related assets | $1,841,351,000 | 189 |
| Managed Assets ($) | $1,168,604,000 | 189 |
| Non-managed Assets ($) | $672,747,000 | 139 |
| Memoranda |
| Gross Fiduciary activities income | $7,664,000 | 210 |
| 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 | $1,436,000 | 172 |
| Number of Managed Accounts | $1,360,000 | 149 |
| Number of Non-Managed Accounts | $76,000 | 214 |
| Total fiduciary and related assets | $1,725,356,000 | 187 |
| Managed Assets ($) | $1,091,504,000 | 191 |
| Non-managed Assets ($) | $633,852,000 | 140 |
| Memoranda |
| Gross Fiduciary activities income | $5,654,000 | 212 |
| 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 | $1,420,000 | 179 |
| Number of Managed Accounts | $1,310,000 | 153 |
| Number of Non-Managed Accounts | $110,000 | 205 |
| Total fiduciary and related assets | $1,751,601,000 | 183 |
| Managed Assets ($) | $1,089,592,000 | 189 |
| Non-managed Assets ($) | $662,009,000 | 136 |
| Memoranda |
| Gross Fiduciary activities income | $3,569,000 | 215 |
| 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 | $1,402,000 | 186 |
| Number of Managed Accounts | $1,301,000 | 159 |
| Number of Non-Managed Accounts | $101,000 | 198 |
| Total fiduciary and related assets | $1,598,880,000 | 199 |
| Managed Assets ($) | $943,032,000 | 213 |
| Non-managed Assets ($) | $655,848,000 | 143 |
| Memoranda |
| Gross Fiduciary activities income | $1,738,000 | 226 |
| 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 | $1,396,000 | 188 |
| Number of Managed Accounts | $1,298,000 | 162 |
| Number of Non-Managed Accounts | $98,000 | 265 |
| Total fiduciary and related assets | $1,519,998,000 | 200 |
| Managed Assets ($) | $918,586,000 | 216 |
| Non-managed Assets ($) | $601,412,000 | 145 |
| Memoranda |
| Gross Fiduciary activities income | $6,958,000 | 233 |
| 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 | $1,383,000 | 187 |
| Number of Managed Accounts | $1,283,000 | 162 |
| Number of Non-Managed Accounts | $100,000 | 202 |
| Total fiduciary and related assets | $1,471,703,000 | 198 |
| Managed Assets ($) | $879,561,000 | 212 |
| Non-managed Assets ($) | $592,142,000 | 146 |
| Memoranda |
| Gross Fiduciary activities income | $5,350,000 | 228 |
| 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 | $1,380,000 | 168 |
| Number of Managed Accounts | $1,272,000 | 150 |
| Number of Non-Managed Accounts | $108,000 | 186 |
| Total fiduciary and related assets | $1,479,547,000 | 170 |
| Managed Assets ($) | $871,447,000 | 185 |
| Non-managed Assets ($) | $608,100,000 | 116 |
| Memoranda |
| Gross Fiduciary activities income | $3,713,000 | 193 |
| 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 | $1,363,000 | 170 |
| Number of Managed Accounts | $1,252,000 | 149 |
| Number of Non-Managed Accounts | $111,000 | 173 |
| Total fiduciary and related assets | $1,625,080,000 | 172 |
| Managed Assets ($) | $941,920,000 | 189 |
| Non-managed Assets ($) | $683,160,000 | 116 |
| Memoranda |
| Gross Fiduciary activities income | $1,845,000 | 201 |
| 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 | $1,337,000 | 176 |
| Number of Managed Accounts | $1,229,000 | 154 |
| Number of Non-Managed Accounts | $108,000 | 231 |
| Total fiduciary and related assets | $1,659,537,000 | 177 |
| Managed Assets ($) | $939,730,000 | 193 |
| Non-managed Assets ($) | $719,807,000 | 118 |
| Memoranda |
| Gross Fiduciary activities income | $7,105,000 | 200 |
| 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 | $1,312,000 | 179 |
| Number of Managed Accounts | $1,209,000 | 156 |
| Number of Non-Managed Accounts | $103,000 | 179 |
| Total fiduciary and related assets | $1,560,496,000 | 178 |
| Managed Assets ($) | $862,801,000 | 196 |
| Non-managed Assets ($) | $697,695,000 | 117 |
| Memoranda |
| Gross Fiduciary activities income | $5,377,000 | 197 |
| 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 | $1,300,000 | 181 |
| Number of Managed Accounts | $1,197,000 | 162 |
| Number of Non-Managed Accounts | $103,000 | 188 |
| Total fiduciary and related assets | $1,530,605,000 | 179 |
| Managed Assets ($) | $854,096,000 | 198 |
| Non-managed Assets ($) | $676,509,000 | 118 |
| Memoranda |
| Gross Fiduciary activities income | $3,494,000 | 199 |
| 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 | $1,361,000 | 170 |
| Number of Managed Accounts | $1,255,000 | 151 |
| Number of Non-Managed Accounts | $106,000 | 176 |
| Total fiduciary and related assets | $1,504,182,000 | 178 |
| Managed Assets ($) | $861,929,000 | 192 |
| Non-managed Assets ($) | $642,253,000 | 118 |
| Memoranda |
| Gross Fiduciary activities income | $1,688,000 | 203 |
| 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 | $1,410,000 | 172 |
| Number of Managed Accounts | $1,308,000 | 149 |
| Number of Non-Managed Accounts | $102,000 | 246 |
| Total fiduciary and related assets | $1,471,620,000 | 178 |
| Managed Assets ($) | $866,994,000 | 190 |
| Non-managed Assets ($) | $604,626,000 | 123 |
| Memoranda |
| Gross Fiduciary activities income | $6,231,000 | 200 |
| 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 | $1,435,000 | 164 |
| Number of Managed Accounts | $1,337,000 | 143 |
| Number of Non-Managed Accounts | $98,000 | 187 |
| Total fiduciary and related assets | $1,388,905,000 | 176 |
| Managed Assets ($) | $825,904,000 | 186 |
| Non-managed Assets ($) | $563,001,000 | 121 |
| Memoranda |
| Gross Fiduciary activities income | $4,573,000 | 198 |
| 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 | $1,456,000 | 166 |
| Number of Managed Accounts | $1,359,000 | 145 |
| Number of Non-Managed Accounts | $97,000 | 201 |
| Total fiduciary and related assets | $1,329,837,000 | 180 |
| Managed Assets ($) | $810,015,000 | 189 |
| Non-managed Assets ($) | $519,822,000 | 127 |
| Memoranda |
| Gross Fiduciary activities income | $2,970,000 | 199 |
| 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 | $1,474,000 | 165 |
| Number of Managed Accounts | $1,361,000 | 141 |
| Number of Non-Managed Accounts | $113,000 | 181 |
| Total fiduciary and related assets | $1,248,571,000 | 177 |
| Managed Assets ($) | $758,163,000 | 180 |
| Non-managed Assets ($) | $490,408,000 | 124 |
| Memoranda |
| Gross Fiduciary activities income | $1,524,000 | 198 |
| 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 | $1,468,000 | 171 |
| Number of Managed Accounts | $1,360,000 | 148 |
| Number of Non-Managed Accounts | $108,000 | 250 |
| Total fiduciary and related assets | $1,384,025,000 | 180 |
| Managed Assets ($) | $844,712,000 | 187 |
| Non-managed Assets ($) | $539,313,000 | 127 |
| Memoranda |
| Gross Fiduciary activities income | $5,964,000 | 201 |
| 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 | $1,431,000 | 167 |
| Number of Managed Accounts | $1,347,000 | 144 |
| Number of Non-Managed Accounts | $84,000 | 198 |
| Total fiduciary and related assets | $1,350,280,000 | 180 |
| Managed Assets ($) | $823,779,000 | 180 |
| Non-managed Assets ($) | $526,501,000 | 121 |
| Memoranda |
| Gross Fiduciary activities income | $4,449,000 | 196 |
| 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 | $1,420,000 | 168 |
| Number of Managed Accounts | $1,337,000 | 147 |
| Number of Non-Managed Accounts | $83,000 | 209 |
| Total fiduciary and related assets | $1,318,381,000 | 180 |
| Managed Assets ($) | $810,090,000 | 182 |
| Non-managed Assets ($) | $508,291,000 | 124 |
| Memoranda |
| Gross Fiduciary activities income | $2,955,000 | 198 |
| 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 | $1,407,000 | 166 |
| Number of Managed Accounts | $1,326,000 | 147 |
| Number of Non-Managed Accounts | $81,000 | 210 |
| Total fiduciary and related assets | $1,287,532,000 | 179 |
| Managed Assets ($) | $801,238,000 | 177 |
| Non-managed Assets ($) | $486,294,000 | 126 |
| Memoranda |
| Gross Fiduciary activities income | $1,483,000 | 198 |
| 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 | $1,423,000 | 168 |
| Number of Managed Accounts | $1,341,000 | 147 |
| Number of Non-Managed Accounts | $82,000 | 294 |
| Total fiduciary and related assets | $1,238,116,000 | 176 |
| Managed Assets ($) | $774,737,000 | 176 |
| Non-managed Assets ($) | $463,379,000 | 131 |
| Memoranda |
| Gross Fiduciary activities income | $5,885,000 | 197 |
| 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 | $1,410,000 | 166 |
| Number of Managed Accounts | $1,327,000 | 143 |
| Number of Non-Managed Accounts | $83,000 | 210 |
| Total fiduciary and related assets | $1,300,075,000 | 178 |
| Managed Assets ($) | $797,679,000 | 179 |
| Non-managed Assets ($) | $502,396,000 | 131 |
| Memoranda |
| Gross Fiduciary activities income | $4,411,000 | 196 |
| 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 | $1,412,000 | 166 |
| Number of Managed Accounts | $1,331,000 | 145 |
| Number of Non-Managed Accounts | $81,000 | 216 |
| Total fiduciary and related assets | $1,273,244,000 | 178 |
| Managed Assets ($) | $784,325,000 | 180 |
| Non-managed Assets ($) | $488,919,000 | 132 |
| Memoranda |
| Gross Fiduciary activities income | $2,928,000 | 197 |
| 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 | $1,426,000 | 168 |
| Number of Managed Accounts | $1,343,000 | 144 |
| Number of Non-Managed Accounts | $83,000 | 212 |
| Total fiduciary and related assets | $1,213,162,000 | 182 |
| Managed Assets ($) | $739,262,000 | 184 |
| Non-managed Assets ($) | $473,900,000 | 136 |
| Memoranda |
| Gross Fiduciary activities income | $1,486,000 | 199 |
| 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 | $1,439,000 | 171 |
| Number of Managed Accounts | $1,356,000 | 141 |
| Number of Non-Managed Accounts | $83,000 | 296 |
| Total fiduciary and related assets | $1,205,937,000 | 186 |
| Managed Assets ($) | $734,011,000 | 187 |
| Non-managed Assets ($) | $471,926,000 | 132 |
| Memoranda |
| Gross Fiduciary activities income | $5,652,000 | 195 |
| 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 | $1,427,000 | 167 |
| Number of Managed Accounts | $1,347,000 | 143 |
| Number of Non-Managed Accounts | $80,000 | 211 |
| Total fiduciary and related assets | $1,161,156,000 | 186 |
| Managed Assets ($) | $720,665,000 | 187 |
| Non-managed Assets ($) | $440,491,000 | 134 |
| Memoranda |
| Gross Fiduciary activities income | $4,115,000 | 196 |
| 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 | $1,420,000 | 165 |
| Number of Managed Accounts | $1,342,000 | 141 |
| Number of Non-Managed Accounts | $78,000 | 216 |
| Total fiduciary and related assets | $1,125,391,000 | 184 |
| Managed Assets ($) | $695,344,000 | 185 |
| Non-managed Assets ($) | $430,047,000 | 134 |
| Memoranda |
| Gross Fiduciary activities income | $2,632,000 | 200 |
| 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 | $1,430,000 | 164 |
| Number of Managed Accounts | $1,334,000 | 143 |
| Number of Non-Managed Accounts | $96,000 | 198 |
| Total fiduciary and related assets | $1,097,031,000 | 185 |
| Managed Assets ($) | $667,715,000 | 188 |
| Non-managed Assets ($) | $429,316,000 | 130 |
| Memoranda |
| Gross Fiduciary activities income | $1,252,000 | 206 |
| 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 | $1,426,000 | 167 |
| Number of Managed Accounts | $1,328,000 | 143 |
| Number of Non-Managed Accounts | $98,000 | 274 |
| Total fiduciary and related assets | $1,075,516,000 | 182 |
| Managed Assets ($) | $659,865,000 | 189 |
| Non-managed Assets ($) | $415,651,000 | 129 |
| Memoranda |
| Gross Fiduciary activities income | $5,050,000 | 195 |
| 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 | $1,407,000 | 164 |
| Number of Managed Accounts | $1,313,000 | 142 |
| Number of Non-Managed Accounts | $94,000 | 201 |
| Total fiduciary and related assets | $1,049,288,000 | 183 |
| Managed Assets ($) | $644,919,000 | 189 |
| Non-managed Assets ($) | $404,369,000 | 130 |
| Memoranda |
| Gross Fiduciary activities income | $3,703,000 | 197 |
| 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 | $1,379,000 | 165 |
| Number of Managed Accounts | $1,287,000 | 147 |
| Number of Non-Managed Accounts | $92,000 | 207 |
| Total fiduciary and related assets | $1,024,519,000 | 185 |
| Managed Assets ($) | $629,962,000 | 194 |
| Non-managed Assets ($) | $394,557,000 | 129 |
| Memoranda |
| Gross Fiduciary activities income | $2,369,000 | 206 |
| 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 | $1,337,000 | 171 |
| Number of Managed Accounts | $1,242,000 | 150 |
| Number of Non-Managed Accounts | $95,000 | 205 |
| Total fiduciary and related assets | $993,063,000 | 184 |
| Managed Assets ($) | $605,286,000 | 198 |
| Non-managed Assets ($) | $387,777,000 | 129 |
| Memoranda |
| Gross Fiduciary activities income | $1,127,000 | 211 |
| 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 | $1,333,000 | 179 |
| Number of Managed Accounts | $1,241,000 | 147 |
| Number of Non-Managed Accounts | $92,000 | 294 |
| Total fiduciary and related assets | $983,790,000 | 189 |
| Managed Assets ($) | $601,642,000 | 198 |
| Non-managed Assets ($) | $382,148,000 | 127 |
| Memoranda |
| Gross Fiduciary activities income | $5,581,000 | 187 |
| 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 | $1,312,000 | 175 |
| Number of Managed Accounts | $1,219,000 | 144 |
| Number of Non-Managed Accounts | $93,000 | 205 |
| Total fiduciary and related assets | $965,388,000 | 189 |
| Managed Assets ($) | $581,642,000 | 199 |
| Non-managed Assets ($) | $383,746,000 | 130 |
| Memoranda |
| Gross Fiduciary activities income | $4,263,000 | 185 |
| 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 | $1,292,000 | 176 |
| Number of Managed Accounts | $1,200,000 | 148 |
| Number of Non-Managed Accounts | $92,000 | 204 |
| Total fiduciary and related assets | $1,009,177,000 | 190 |
| Managed Assets ($) | $607,906,000 | 201 |
| Non-managed Assets ($) | $401,271,000 | 132 |
| Memoranda |
| Gross Fiduciary activities income | $2,895,000 | 186 |
| 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 | $1,245,000 | 179 |
| Number of Managed Accounts | $1,147,000 | 152 |
| Number of Non-Managed Accounts | $98,000 | 201 |
| Total fiduciary and related assets | $1,005,535,000 | 190 |
| Managed Assets ($) | $604,362,000 | 198 |
| Non-managed Assets ($) | $401,173,000 | 136 |
| Memoranda |
| Gross Fiduciary activities income | $1,402,000 | 192 |
| 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 | $1,205,000 | 187 |
| Number of Managed Accounts | $1,109,000 | 155 |
| Number of Non-Managed Accounts | $96,000 | 298 |
| Total fiduciary and related assets | $978,738,000 | 191 |
| Managed Assets ($) | $593,994,000 | 198 |
| Non-managed Assets ($) | $384,744,000 | 134 |
| Memoranda |
| Gross Fiduciary activities income | $4,876,000 | 199 |
| 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 | $1,168,000 | 185 |
| Number of Managed Accounts | $1,076,000 | 158 |
| Number of Non-Managed Accounts | $92,000 | 208 |
| Total fiduciary and related assets | $937,564,000 | 190 |
| Managed Assets ($) | $561,004,000 | 202 |
| Non-managed Assets ($) | $376,560,000 | 131 |
| Memoranda |
| Gross Fiduciary activities income | $3,536,000 | 203 |
| 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 | $1,108,000 | 192 |
| Number of Managed Accounts | $1,020,000 | 165 |
| Number of Non-Managed Accounts | $88,000 | 212 |
| Total fiduciary and related assets | $902,268,000 | 196 |
| Managed Assets ($) | $536,463,000 | 216 |
| Non-managed Assets ($) | $365,805,000 | 133 |
| Memoranda |
| Gross Fiduciary activities income | $2,171,000 | 215 |
| 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 | $1,093,000 | 199 |
| Number of Managed Accounts | $1,005,000 | 167 |
| Number of Non-Managed Accounts | $88,000 | 219 |
| Total fiduciary and related assets | $862,439,000 | 196 |
| Managed Assets ($) | $506,885,000 | 222 |
| Non-managed Assets ($) | $355,554,000 | 134 |
| Memoranda |
| Gross Fiduciary activities income | $1,053,000 | 219 |
| 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 | $1,057,000 | 212 |
| Number of Managed Accounts | $993,000 | 169 |
| Number of Non-Managed Accounts | $64,000 | 401 |
| Total fiduciary and related assets | $775,965,000 | 202 |
| Managed Assets ($) | $490,983,000 | 223 |
| Non-managed Assets ($) | $284,982,000 | 147 |
| Memoranda |
| Gross Fiduciary activities income | $3,872,000 | 221 |
| 2013-09-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,061,000 | 193 |
| Number of Managed Accounts | $1,019,000 | 159 |
| Number of Non-Managed Accounts | $42,000 | 281 |
| Total fiduciary and related assets | $729,458,000 | 202 |
| Managed Assets ($) | $500,401,000 | 208 |
| Non-managed Assets ($) | $229,057,000 | 158 |
| Memoranda |
| Gross Fiduciary activities income | $2,891,000 | 215 |
| 2013-06-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,028,000 | 200 |
| Number of Managed Accounts | $989,000 | 158 |
| Number of Non-Managed Accounts | $39,000 | 284 |
| Total fiduciary and related assets | $721,436,000 | 199 |
| Managed Assets ($) | $492,581,000 | 202 |
| Non-managed Assets ($) | $228,855,000 | 158 |
| Memoranda |
| Gross Fiduciary activities income | $1,927,000 | 212 |
| 2013-03-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,013,000 | 204 |
| Number of Managed Accounts | $972,000 | 163 |
| Number of Non-Managed Accounts | $41,000 | 283 |
| Total fiduciary and related assets | $698,346,000 | 201 |
| Managed Assets ($) | $477,883,000 | 212 |
| Non-managed Assets ($) | $220,463,000 | 163 |
| Memoranda |
| Gross Fiduciary activities income | $958,000 | 213 |
| 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 | $970,000 | 220 |
| Number of Managed Accounts | $932,000 | 167 |
| Number of Non-Managed Accounts | $38,000 | 541 |
| Total fiduciary and related assets | $626,885,000 | 214 |
| Managed Assets ($) | $413,465,000 | 226 |
| Non-managed Assets ($) | $213,420,000 | 160 |
| Memoranda |
| Gross Fiduciary activities income | $2,851,000 | 247 |
| 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 | $912,000 | 214 |
| Number of Managed Accounts | $871,000 | 172 |
| Number of Non-Managed Accounts | $41,000 | 273 |
| Total fiduciary and related assets | $541,614,000 | 241 |
| Managed Assets ($) | $319,983,000 | 263 |
| Non-managed Assets ($) | $221,631,000 | 154 |
| Memoranda |
| Gross Fiduciary activities income | $2,120,000 | 247 |
| 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 | $868,000 | 224 |
| Number of Managed Accounts | $823,000 | 179 |
| Number of Non-Managed Accounts | $45,000 | 271 |
| Total fiduciary and related assets | $513,335,000 | 242 |
| Managed Assets ($) | $285,898,000 | 272 |
| Non-managed Assets ($) | $227,437,000 | 154 |
| Memoranda |
| Gross Fiduciary activities income | $1,370,000 | 253 |
| 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 | $853,000 | 227 |
| Number of Managed Accounts | $809,000 | 183 |
| Number of Non-Managed Accounts | $44,000 | 266 |
| Total fiduciary and related assets | $493,132,000 | 246 |
| Managed Assets ($) | $282,590,000 | 278 |
| Non-managed Assets ($) | $210,542,000 | 156 |
| Memoranda |
| Gross Fiduciary activities income | $645,000 | 265 |
| 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 | $825,000 | 251 |
| Number of Managed Accounts | $781,000 | 191 |
| Number of Non-Managed Accounts | $44,000 | 515 |
| Total fiduciary and related assets | $455,805,000 | 252 |
| Managed Assets ($) | $260,921,000 | 283 |
| Non-managed Assets ($) | $194,884,000 | 164 |
| Memoranda |
| Gross Fiduciary activities income | $2,555,000 | 225 |
| 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 | $814,000 | 232 |
| Number of Managed Accounts | $769,000 | 185 |
| Number of Non-Managed Accounts | $45,000 | 275 |
| Total fiduciary and related assets | $435,683,000 | 250 |
| Managed Assets ($) | $241,951,000 | 283 |
| Non-managed Assets ($) | $193,732,000 | 158 |
| Memoranda |
| Gross Fiduciary activities income | $1,939,000 | 225 |
| 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 | $823,000 | 230 |
| Number of Managed Accounts | $778,000 | 182 |
| Number of Non-Managed Accounts | $45,000 | 276 |
| Total fiduciary and related assets | $437,951,000 | 260 |
| Managed Assets ($) | $246,072,000 | 292 |
| Non-managed Assets ($) | $191,879,000 | 164 |
| Memoranda |
| Gross Fiduciary activities income | $1,278,000 | 227 |
| 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 | $781,000 | 243 |
| Number of Managed Accounts | $738,000 | 192 |
| Number of Non-Managed Accounts | $43,000 | 279 |
| Total fiduciary and related assets | $418,827,000 | 266 |
| Managed Assets ($) | $236,410,000 | 301 |
| Non-managed Assets ($) | $182,417,000 | 172 |
| Memoranda |
| Gross Fiduciary activities income | $604,000 | 238 |
| 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 | $718,000 | 278 |
| Number of Managed Accounts | $675,000 | 220 |
| Number of Non-Managed Accounts | $43,000 | 554 |
| Total fiduciary and related assets | $408,251,000 | 268 |
| Managed Assets ($) | $225,928,000 | 313 |
| Non-managed Assets ($) | $182,323,000 | 175 |
| Memoranda |
| Gross Fiduciary activities income | $2,118,000 | 252 |
| 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 | $700,000 | 257 |
| Number of Managed Accounts | $657,000 | 212 |
| Number of Non-Managed Accounts | $43,000 | 275 |
| Total fiduciary and related assets | $365,190,000 | 274 |
| Managed Assets ($) | $215,103,000 | 291 |
| Non-managed Assets ($) | $150,087,000 | 185 |
| Memoranda |
| Gross Fiduciary activities income | $1,547,000 | 250 |
| 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 | $690,000 | 262 |
| Number of Managed Accounts | $647,000 | 214 |
| Number of Non-Managed Accounts | $43,000 | 278 |
| Total fiduciary and related assets | $352,342,000 | 265 |
| Managed Assets ($) | $205,242,000 | 292 |
| Non-managed Assets ($) | $147,100,000 | 184 |
| Memoranda |
| Gross Fiduciary activities income | $1,028,000 | 254 |
| 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 | $686,000 | 263 |
| Number of Managed Accounts | $646,000 | 212 |
| Number of Non-Managed Accounts | $40,000 | 286 |
| Total fiduciary and related assets | $335,719,000 | 288 |
| Managed Assets ($) | $209,983,000 | 295 |
| Non-managed Assets ($) | $125,736,000 | 198 |
| Memoranda |
| Gross Fiduciary activities income | $501,000 | 262 |
| 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 | $691,000 | 301 |
| Number of Managed Accounts | $648,000 | 230 |
| Number of Non-Managed Accounts | $43,000 | 569 |
| Total fiduciary and related assets | $330,936,000 | 294 |
| Managed Assets ($) | $204,074,000 | 310 |
| Non-managed Assets ($) | $126,862,000 | 207 |
| Memoranda |
| Gross Fiduciary activities income | $1,855,000 | 261 |
| 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 | $687,000 | 261 |
| Number of Managed Accounts | $636,000 | 220 |
| Number of Non-Managed Accounts | $51,000 | 255 |
| Total fiduciary and related assets | $325,083,000 | 292 |
| Managed Assets ($) | $200,072,000 | 293 |
| Non-managed Assets ($) | $125,011,000 | 196 |
| Memoranda |
| Gross Fiduciary activities income | $1,324,000 | 269 |
| 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 | $687,000 | 262 |
| Number of Managed Accounts | $633,000 | 219 |
| Number of Non-Managed Accounts | $54,000 | 258 |
| Total fiduciary and related assets | $313,747,000 | 285 |
| Managed Assets ($) | $189,104,000 | 302 |
| Non-managed Assets ($) | $124,643,000 | 193 |
| Memoranda |
| Gross Fiduciary activities income | $815,000 | 284 |
| 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 | $697,000 | 261 |
| Number of Managed Accounts | $644,000 | 216 |
| Number of Non-Managed Accounts | $53,000 | 260 |
| Total fiduciary and related assets | $297,036,000 | 292 |
| Managed Assets ($) | $185,520,000 | 299 |
| Non-managed Assets ($) | $111,516,000 | 194 |
| Memoranda |
| Gross Fiduciary activities income | $380,000 | 295 |
| 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 | $693,000 | 301 |
| Number of Managed Accounts | $640,000 | 237 |
| Number of Non-Managed Accounts | $53,000 | 525 |
| Total fiduciary and related assets | $294,448,000 | 300 |
| Managed Assets ($) | $179,715,000 | 332 |
| Non-managed Assets ($) | $114,733,000 | 211 |
| Memoranda |
| Gross Fiduciary activities income | $1,938,000 | 269 |
| 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 | $674,000 | 266 |
| Number of Managed Accounts | $625,000 | 221 |
| Number of Non-Managed Accounts | $49,000 | 278 |
| Total fiduciary and related assets | $320,971,000 | 297 |
| Managed Assets ($) | $193,238,000 | 318 |
| Non-managed Assets ($) | $127,733,000 | 201 |
| Memoranda |
| Gross Fiduciary activities income | $1,481,000 | 272 |
| 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 | $665,000 | 275 |
| Number of Managed Accounts | $614,000 | 227 |
| Number of Non-Managed Accounts | $51,000 | 282 |
| Total fiduciary and related assets | $326,878,000 | 307 |
| Managed Assets ($) | $196,991,000 | 327 |
| Non-managed Assets ($) | $129,887,000 | 209 |
| Memoranda |
| Gross Fiduciary activities income | $1,010,000 | 275 |
| 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 | $633,000 | 284 |
| Number of Managed Accounts | $583,000 | 234 |
| Number of Non-Managed Accounts | $50,000 | 284 |
| Total fiduciary and related assets | $314,614,000 | 321 |
| Managed Assets ($) | $185,541,000 | 343 |
| Non-managed Assets ($) | $129,073,000 | 206 |
| Memoranda |
| Gross Fiduciary activities income | $498,000 | 279 |
| 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 | $605,000 | 331 |
| Number of Managed Accounts | $567,000 | 255 |
| Number of Non-Managed Accounts | $38,000 | 615 |
| Total fiduciary and related assets | $314,906,000 | 325 |
| Managed Assets ($) | $195,517,000 | 368 |
| Non-managed Assets ($) | $119,389,000 | 228 |
| Memoranda |
| Gross Fiduciary activities income | $2,082,000 | 268 |
| 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 | $569,000 | 287 |
| Number of Managed Accounts | $535,000 | 242 |
| Number of Non-Managed Accounts | $34,000 | 303 |
| Total fiduciary and related assets | $307,971,000 | 324 |
| Managed Assets ($) | $195,368,000 | 332 |
| Non-managed Assets ($) | $112,603,000 | 215 |
| Memoranda |
| Gross Fiduciary activities income | $1,548,000 | 269 |
| 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 | $552,000 | 294 |
| Number of Managed Accounts | $518,000 | 248 |
| Number of Non-Managed Accounts | $34,000 | 314 |
| Total fiduciary and related assets | $301,086,000 | 337 |
| Managed Assets ($) | $188,001,000 | 339 |
| Non-managed Assets ($) | $113,085,000 | 223 |
| Memoranda |
| Gross Fiduciary activities income | $988,000 | 278 |
| 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 | $534,000 | 301 |
| Number of Managed Accounts | $500,000 | 251 |
| Number of Non-Managed Accounts | $34,000 | 314 |
| Total fiduciary and related assets | $285,105,000 | 345 |
| Managed Assets ($) | $176,859,000 | 343 |
| Non-managed Assets ($) | $108,246,000 | 226 |
| Memoranda |
| Gross Fiduciary activities income | $493,000 | 277 |
| 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 | $511,000 | 366 |
| Number of Managed Accounts | $481,000 | 287 |
| Number of Non-Managed Accounts | $30,000 | 688 |
| Total fiduciary and related assets | $269,686,000 | 352 |
| Managed Assets ($) | $165,062,000 | 386 |
| Non-managed Assets ($) | $104,624,000 | 247 |
| Memoranda |
| Gross Fiduciary activities income | $1,604,000 | 311 |
| 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 | $0 | 432 |
| Number of Managed Accounts | $0 | 409 |
| Number of Non-Managed Accounts | $0 | 409 |
| Total fiduciary and related assets | $0 | 431 |
| Managed Assets ($) | $0 | 409 |
| Non-managed Assets ($) | $0 | 408 |
| Memoranda |
| Gross Fiduciary activities income | $1,145,000 | 323 |
| 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 | $0 | 435 |
| Number of Managed Accounts | $0 | 413 |
| Number of Non-Managed Accounts | $0 | 412 |
| Total fiduciary and related assets | $0 | 434 |
| Managed Assets ($) | $0 | 413 |
| Non-managed Assets ($) | $0 | 411 |
| Memoranda |
| Gross Fiduciary activities income | $735,000 | 331 |
| 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 | $0 | 458 |
| Number of Managed Accounts | $0 | 437 |
| Number of Non-Managed Accounts | $0 | 423 |
| Total fiduciary and related assets | $0 | 457 |
| Managed Assets ($) | $0 | 437 |
| Non-managed Assets ($) | $0 | 422 |
| Memoranda |
| Gross Fiduciary activities income | $359,000 | 330 |
| 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 | $414,000 | 435 |
| Number of Managed Accounts | $392,000 | 345 |
| Number of Non-Managed Accounts | $22,000 | 798 |
| Total fiduciary and related assets | $210,265,000 | 409 |
| Managed Assets ($) | $120,916,000 | 443 |
| Non-managed Assets ($) | $89,349,000 | 268 |
| Memoranda |
| Gross Fiduciary activities income | $855,000 | 433 |
| 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 | $0 | 444 |
| Number of Managed Accounts | $0 | 422 |
| Number of Non-Managed Accounts | $0 | 414 |
| Total fiduciary and related assets | $0 | 443 |
| Managed Assets ($) | $0 | 423 |
| Non-managed Assets ($) | $0 | 412 |
| Memoranda |
| Gross Fiduciary activities income | $525,000 | 483 |
| 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 | $0 | 460 |
| Number of Managed Accounts | $0 | 435 |
| Number of Non-Managed Accounts | $0 | 431 |
| Total fiduciary and related assets | $0 | 458 |
| Managed Assets ($) | $0 | 435 |
| Non-managed Assets ($) | $0 | 429 |
| Memoranda |
| Gross Fiduciary activities income | $329,000 | 499 |
| 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 | $0 | 465 |
| Number of Managed Accounts | $0 | 438 |
| Number of Non-Managed Accounts | $0 | 433 |
| Total fiduciary and related assets | $0 | 463 |
| Managed Assets ($) | $0 | 438 |
| Non-managed Assets ($) | $0 | 431 |
| Memoranda |
| Gross Fiduciary activities income | $143,000 | 561 |
| 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 | $277,000 | 557 |
| Number of Managed Accounts | $270,000 | 432 |
| Number of Non-Managed Accounts | $7,000 | 1,060 |
| Total fiduciary and related assets | $125,725,000 | 513 |
| Managed Assets ($) | $78,530,000 | 547 |
| Non-managed Assets ($) | $47,195,000 | 351 |
| Memoranda |
| Gross Fiduciary activities income | $462,000 | 596 |
| 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 | $0 | 453 |
| Number of Managed Accounts | $0 | 424 |
| Number of Non-Managed Accounts | $0 | 423 |
| Total fiduciary and related assets | $0 | 451 |
| Managed Assets ($) | $0 | 424 |
| Non-managed Assets ($) | $0 | 421 |
| Memoranda |
| Gross Fiduciary activities income | $343,000 | 598 |
| 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 | $0 | 462 |
| Number of Managed Accounts | $0 | 429 |
| Number of Non-Managed Accounts | $0 | 432 |
| Total fiduciary and related assets | $0 | 459 |
| Managed Assets ($) | $0 | 429 |
| Non-managed Assets ($) | $0 | 429 |
| Memoranda |
| Gross Fiduciary activities income | $196,000 | 642 |
| 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 | $0 | 473 |
| Number of Managed Accounts | $0 | 438 |
| Number of Non-Managed Accounts | $0 | 438 |
| Total fiduciary and related assets | $0 | 471 |
| Managed Assets ($) | $0 | 438 |
| Non-managed Assets ($) | $0 | 436 |
| Memoranda |
| Gross Fiduciary activities income | $74,000 | 707 |
| 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 | $169,000 | 764 |
| Number of Managed Accounts | $158,000 | 610 |
| Number of Non-Managed Accounts | $11,000 | 981 |
| Total fiduciary and related assets | $84,159,000 | 623 |
| Managed Assets ($) | $42,885,000 | 697 |
| Non-managed Assets ($) | $41,274,000 | 386 |
| Memoranda |
| Gross Fiduciary activities income | $207,000 | 792 |
| 2003-09-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 473 |
| Number of Managed Accounts | $0 | 442 |
| Number of Non-Managed Accounts | $0 | 446 |
| Total fiduciary and related assets | $0 | 472 |
| Managed Assets ($) | $0 | 442 |
| Non-managed Assets ($) | $0 | 445 |
| Memoranda |
| Gross Fiduciary activities income | $140,000 | 818 |
| 2003-06-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 474 |
| Number of Managed Accounts | $0 | 446 |
| Number of Non-Managed Accounts | $0 | 448 |
| Total fiduciary and related assets | $0 | 473 |
| Managed Assets ($) | $0 | 446 |
| Non-managed Assets ($) | $0 | 447 |
| Memoranda |
| Gross Fiduciary activities income | $73,000 | 893 |
| 2003-03-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 491 |
| Number of Managed Accounts | $0 | 461 |
| Number of Non-Managed Accounts | $0 | 460 |
| Total fiduciary and related assets | $0 | 490 |
| Managed Assets ($) | $0 | 461 |
| Non-managed Assets ($) | $0 | 458 |
| Memoranda |
| Gross Fiduciary activities income | $36,000 | 899 |
| 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 | $55,000 | 1,177 |
| Number of Managed Accounts | $51,000 | 998 |
| Number of Non-Managed Accounts | $4,000 | 1,194 |
| Total fiduciary and related assets | $12,643,000 | 1,137 |
| Managed Assets ($) | $12,343,000 | 1,038 |
| Non-managed Assets ($) | $300,000 | 1,271 |
| Memoranda |
| Gross Fiduciary activities income | $1,000 | 1,652 |
| 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 | $3,000 | 1,749 |
| Number of Managed Accounts | $3,000 | 1,617 |
| Number of Non-Managed Accounts | $0 | 1,385 |
| Total fiduciary and related assets | $440,000 | 1,708 |
| Managed Assets ($) | $440,000 | 1,616 |
| Non-managed Assets ($) | $0 | 1,377 |
| Memoranda |
| Gross Fiduciary activities income | $0 | 1,731 |
| 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 | $0 | 1,332 |
| 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 | $0 | 1,380 |
| 1998-12-31 | Rank |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda |
| Gross Fiduciary activities income | $0 | 1,398 |
| 1997-12-31 | Rank |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda |
| Gross Fiduciary activities income | $0 | 1,450 |
| 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 | $0 | 1,526 |
| 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 |
