| 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 | $2,433,000 | 118 |
| Number of Managed Accounts | $2,338,000 | 95 |
| Number of Non-Managed Accounts | $95,000 | 264 |
| Total fiduciary and related assets | $1,117,866,000 | 232 |
| Managed Assets ($) | $899,247,000 | 222 |
| Non-managed Assets ($) | $218,619,000 | 208 |
| Memoranda |
| Gross Fiduciary activities income | $6,080,000 | 238 |
| 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 | $2,499,000 | 113 |
| Number of Managed Accounts | $2,401,000 | 91 |
| Number of Non-Managed Accounts | $98,000 | 197 |
| Total fiduciary and related assets | $1,046,154,000 | 237 |
| Managed Assets ($) | $841,385,000 | 223 |
| Non-managed Assets ($) | $204,769,000 | 194 |
| Memoranda |
| Gross Fiduciary activities income | $4,586,000 | 240 |
| 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 | $2,618,000 | 110 |
| Number of Managed Accounts | $2,520,000 | 86 |
| Number of Non-Managed Accounts | $98,000 | 218 |
| Total fiduciary and related assets | $1,058,537,000 | 230 |
| Managed Assets ($) | $846,449,000 | 223 |
| Non-managed Assets ($) | $212,088,000 | 203 |
| Memoranda |
| Gross Fiduciary activities income | $3,053,000 | 234 |
| 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 | $2,653,000 | 112 |
| Number of Managed Accounts | $2,561,000 | 90 |
| Number of Non-Managed Accounts | $92,000 | 206 |
| Total fiduciary and related assets | $1,049,609,000 | 239 |
| Managed Assets ($) | $848,279,000 | 229 |
| Non-managed Assets ($) | $201,330,000 | 200 |
| Memoranda |
| Gross Fiduciary activities income | $1,476,000 | 244 |
| 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 | $2,615,000 | 113 |
| Number of Managed Accounts | $2,529,000 | 92 |
| Number of Non-Managed Accounts | $86,000 | 286 |
| Total fiduciary and related assets | $1,016,461,000 | 240 |
| Managed Assets ($) | $822,166,000 | 231 |
| Non-managed Assets ($) | $194,295,000 | 218 |
| Memoranda |
| Gross Fiduciary activities income | $5,657,000 | 254 |
| 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 | $2,530,000 | 115 |
| Number of Managed Accounts | $2,441,000 | 93 |
| Number of Non-Managed Accounts | $89,000 | 213 |
| Total fiduciary and related assets | $892,601,000 | 252 |
| Managed Assets ($) | $707,554,000 | 241 |
| Non-managed Assets ($) | $185,047,000 | 208 |
| Memoranda |
| Gross Fiduciary activities income | $4,224,000 | 254 |
| 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 | $2,449,000 | 104 |
| Number of Managed Accounts | $2,360,000 | 90 |
| Number of Non-Managed Accounts | $89,000 | 201 |
| Total fiduciary and related assets | $911,836,000 | 214 |
| Managed Assets ($) | $718,942,000 | 210 |
| Non-managed Assets ($) | $192,894,000 | 186 |
| Memoranda |
| Gross Fiduciary activities income | $2,755,000 | 222 |
| 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 | $2,434,000 | 106 |
| Number of Managed Accounts | $2,341,000 | 93 |
| Number of Non-Managed Accounts | $93,000 | 184 |
| Total fiduciary and related assets | $996,796,000 | 217 |
| Managed Assets ($) | $772,807,000 | 212 |
| Non-managed Assets ($) | $223,989,000 | 172 |
| Memoranda |
| Gross Fiduciary activities income | $1,416,000 | 225 |
| 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 | $2,381,000 | 108 |
| Number of Managed Accounts | $2,290,000 | 94 |
| Number of Non-Managed Accounts | $91,000 | 256 |
| Total fiduciary and related assets | $1,021,010,000 | 222 |
| Managed Assets ($) | $785,690,000 | 216 |
| Non-managed Assets ($) | $235,320,000 | 183 |
| Memoranda |
| Gross Fiduciary activities income | $5,534,000 | 224 |
| 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 | $2,309,000 | 112 |
| Number of Managed Accounts | $2,220,000 | 97 |
| Number of Non-Managed Accounts | $89,000 | 192 |
| Total fiduciary and related assets | $973,120,000 | 223 |
| Managed Assets ($) | $748,932,000 | 218 |
| Non-managed Assets ($) | $224,188,000 | 175 |
| Memoranda |
| Gross Fiduciary activities income | $4,100,000 | 223 |
| 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 | $2,261,000 | 116 |
| Number of Managed Accounts | $2,173,000 | 99 |
| Number of Non-Managed Accounts | $88,000 | 203 |
| Total fiduciary and related assets | $973,621,000 | 221 |
| Managed Assets ($) | $749,028,000 | 221 |
| Non-managed Assets ($) | $224,593,000 | 185 |
| Memoranda |
| Gross Fiduciary activities income | $2,704,000 | 224 |
| 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 | $2,175,000 | 119 |
| Number of Managed Accounts | $2,089,000 | 104 |
| Number of Non-Managed Accounts | $86,000 | 194 |
| Total fiduciary and related assets | $935,299,000 | 221 |
| Managed Assets ($) | $721,638,000 | 217 |
| Non-managed Assets ($) | $213,661,000 | 180 |
| Memoranda |
| Gross Fiduciary activities income | $1,270,000 | 228 |
| 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 | $2,152,000 | 122 |
| Number of Managed Accounts | $2,065,000 | 105 |
| Number of Non-Managed Accounts | $87,000 | 270 |
| Total fiduciary and related assets | $915,629,000 | 224 |
| Managed Assets ($) | $716,202,000 | 221 |
| Non-managed Assets ($) | $199,427,000 | 191 |
| Memoranda |
| Gross Fiduciary activities income | $4,810,000 | 227 |
| 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 | $2,137,000 | 119 |
| Number of Managed Accounts | $2,052,000 | 103 |
| Number of Non-Managed Accounts | $85,000 | 197 |
| Total fiduciary and related assets | $872,653,000 | 219 |
| Managed Assets ($) | $698,018,000 | 204 |
| Non-managed Assets ($) | $174,635,000 | 187 |
| Memoranda |
| Gross Fiduciary activities income | $3,581,000 | 225 |
| 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 | $2,111,000 | 122 |
| Number of Managed Accounts | $2,029,000 | 105 |
| Number of Non-Managed Accounts | $82,000 | 218 |
| Total fiduciary and related assets | $878,720,000 | 222 |
| Managed Assets ($) | $715,233,000 | 197 |
| Non-managed Assets ($) | $163,487,000 | 201 |
| Memoranda |
| Gross Fiduciary activities income | $2,354,000 | 228 |
| 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 | $2,117,000 | 121 |
| Number of Managed Accounts | $2,035,000 | 105 |
| Number of Non-Managed Accounts | $82,000 | 205 |
| Total fiduciary and related assets | $788,333,000 | 217 |
| Managed Assets ($) | $645,282,000 | 196 |
| Non-managed Assets ($) | $143,051,000 | 195 |
| Memoranda |
| Gross Fiduciary activities income | $1,095,000 | 231 |
| 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 | $2,048,000 | 131 |
| Number of Managed Accounts | $1,967,000 | 110 |
| Number of Non-Managed Accounts | $81,000 | 294 |
| Total fiduciary and related assets | $886,809,000 | 222 |
| Managed Assets ($) | $715,750,000 | 200 |
| Non-managed Assets ($) | $171,059,000 | 201 |
| Memoranda |
| Gross Fiduciary activities income | $4,328,000 | 232 |
| 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 | $2,020,000 | 129 |
| Number of Managed Accounts | $1,945,000 | 110 |
| Number of Non-Managed Accounts | $75,000 | 208 |
| Total fiduciary and related assets | $845,593,000 | 217 |
| Managed Assets ($) | $684,923,000 | 202 |
| Non-managed Assets ($) | $160,670,000 | 193 |
| Memoranda |
| Gross Fiduciary activities income | $3,209,000 | 235 |
| 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 | $2,000,000 | 132 |
| Number of Managed Accounts | $1,924,000 | 110 |
| Number of Non-Managed Accounts | $76,000 | 214 |
| Total fiduciary and related assets | $792,483,000 | 224 |
| Managed Assets ($) | $630,299,000 | 217 |
| Non-managed Assets ($) | $162,184,000 | 197 |
| Memoranda |
| Gross Fiduciary activities income | $2,114,000 | 235 |
| 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 | $1,940,000 | 135 |
| Number of Managed Accounts | $1,867,000 | 116 |
| Number of Non-Managed Accounts | $73,000 | 223 |
| Total fiduciary and related assets | $761,801,000 | 225 |
| Managed Assets ($) | $607,920,000 | 221 |
| Non-managed Assets ($) | $153,881,000 | 201 |
| Memoranda |
| Gross Fiduciary activities income | $999,000 | 238 |
| 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 | $1,892,000 | 139 |
| Number of Managed Accounts | $1,819,000 | 117 |
| Number of Non-Managed Accounts | $73,000 | 317 |
| Total fiduciary and related assets | $638,035,000 | 243 |
| Managed Assets ($) | $497,102,000 | 235 |
| Non-managed Assets ($) | $140,933,000 | 207 |
| Memoranda |
| Gross Fiduciary activities income | $3,945,000 | 242 |
| 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 | $1,872,000 | 134 |
| Number of Managed Accounts | $1,801,000 | 115 |
| Number of Non-Managed Accounts | $71,000 | 231 |
| Total fiduciary and related assets | $669,195,000 | 245 |
| Managed Assets ($) | $498,774,000 | 240 |
| Non-managed Assets ($) | $170,421,000 | 195 |
| Memoranda |
| Gross Fiduciary activities income | $2,974,000 | 244 |
| 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 | $1,829,000 | 136 |
| Number of Managed Accounts | $1,759,000 | 117 |
| Number of Non-Managed Accounts | $70,000 | 231 |
| Total fiduciary and related assets | $613,290,000 | 254 |
| Managed Assets ($) | $461,240,000 | 248 |
| Non-managed Assets ($) | $152,050,000 | 205 |
| Memoranda |
| Gross Fiduciary activities income | $2,007,000 | 241 |
| 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 | $1,756,000 | 147 |
| Number of Managed Accounts | $1,684,000 | 120 |
| Number of Non-Managed Accounts | $72,000 | 230 |
| Total fiduciary and related assets | $605,991,000 | 255 |
| Managed Assets ($) | $461,020,000 | 246 |
| Non-managed Assets ($) | $144,971,000 | 211 |
| Memoranda |
| Gross Fiduciary activities income | $975,000 | 244 |
| 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 | $1,675,000 | 153 |
| Number of Managed Accounts | $1,609,000 | 120 |
| Number of Non-Managed Accounts | $66,000 | 353 |
| Total fiduciary and related assets | $508,472,000 | 280 |
| Managed Assets ($) | $444,250,000 | 258 |
| Non-managed Assets ($) | $64,222,000 | 299 |
| Memoranda |
| Gross Fiduciary activities income | $3,486,000 | 253 |
| 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 | $1,623,000 | 154 |
| Number of Managed Accounts | $1,555,000 | 126 |
| Number of Non-Managed Accounts | $68,000 | 232 |
| Total fiduciary and related assets | $559,111,000 | 264 |
| Managed Assets ($) | $420,371,000 | 263 |
| Non-managed Assets ($) | $138,740,000 | 214 |
| Memoranda |
| Gross Fiduciary activities income | $2,578,000 | 255 |
| 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 | $1,592,000 | 152 |
| Number of Managed Accounts | $1,522,000 | 124 |
| Number of Non-Managed Accounts | $70,000 | 232 |
| Total fiduciary and related assets | $532,153,000 | 264 |
| Managed Assets ($) | $398,352,000 | 266 |
| Non-managed Assets ($) | $133,801,000 | 213 |
| Memoranda |
| Gross Fiduciary activities income | $1,691,000 | 259 |
| 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 | $1,573,000 | 153 |
| Number of Managed Accounts | $1,504,000 | 124 |
| Number of Non-Managed Accounts | $69,000 | 231 |
| Total fiduciary and related assets | $513,423,000 | 269 |
| Managed Assets ($) | $382,442,000 | 269 |
| Non-managed Assets ($) | $130,981,000 | 210 |
| Memoranda |
| Gross Fiduciary activities income | $788,000 | 268 |
| 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 | $1,524,000 | 158 |
| Number of Managed Accounts | $1,448,000 | 128 |
| Number of Non-Managed Accounts | $76,000 | 332 |
| Total fiduciary and related assets | $490,170,000 | 271 |
| Managed Assets ($) | $370,269,000 | 269 |
| Non-managed Assets ($) | $119,901,000 | 218 |
| Memoranda |
| Gross Fiduciary activities income | $2,971,000 | 265 |
| 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 | $1,412,000 | 163 |
| Number of Managed Accounts | $1,374,000 | 136 |
| Number of Non-Managed Accounts | $38,000 | 291 |
| Total fiduciary and related assets | $480,249,000 | 274 |
| Managed Assets ($) | $374,092,000 | 264 |
| Non-managed Assets ($) | $106,157,000 | 226 |
| Memoranda |
| Gross Fiduciary activities income | $2,157,000 | 271 |
| 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 | $1,363,000 | 170 |
| Number of Managed Accounts | $1,325,000 | 140 |
| Number of Non-Managed Accounts | $38,000 | 292 |
| Total fiduciary and related assets | $457,269,000 | 284 |
| Managed Assets ($) | $355,282,000 | 274 |
| Non-managed Assets ($) | $101,987,000 | 232 |
| Memoranda |
| Gross Fiduciary activities income | $1,394,000 | 274 |
| 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 | $1,331,000 | 173 |
| Number of Managed Accounts | $1,295,000 | 143 |
| Number of Non-Managed Accounts | $36,000 | 294 |
| Total fiduciary and related assets | $438,013,000 | 286 |
| Managed Assets ($) | $338,245,000 | 284 |
| Non-managed Assets ($) | $99,768,000 | 227 |
| Memoranda |
| Gross Fiduciary activities income | $668,000 | 283 |
| 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 | $1,324,000 | 180 |
| Number of Managed Accounts | $1,292,000 | 144 |
| Number of Non-Managed Accounts | $32,000 | 534 |
| Total fiduciary and related assets | $393,716,000 | 304 |
| Managed Assets ($) | $332,289,000 | 282 |
| Non-managed Assets ($) | $61,427,000 | 287 |
| Memoranda |
| Gross Fiduciary activities income | $2,769,000 | 277 |
| 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 | $1,293,000 | 177 |
| Number of Managed Accounts | $1,265,000 | 140 |
| Number of Non-Managed Accounts | $28,000 | 308 |
| Total fiduciary and related assets | $374,335,000 | 311 |
| Managed Assets ($) | $317,380,000 | 291 |
| Non-managed Assets ($) | $56,955,000 | 267 |
| Memoranda |
| Gross Fiduciary activities income | $2,049,000 | 282 |
| 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 | $1,254,000 | 179 |
| Number of Managed Accounts | $1,230,000 | 147 |
| Number of Non-Managed Accounts | $24,000 | 321 |
| Total fiduciary and related assets | $373,045,000 | 324 |
| Managed Assets ($) | $317,396,000 | 296 |
| Non-managed Assets ($) | $55,649,000 | 273 |
| Memoranda |
| Gross Fiduciary activities income | $1,386,000 | 285 |
| 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 | $1,174,000 | 186 |
| Number of Managed Accounts | $1,156,000 | 150 |
| Number of Non-Managed Accounts | $18,000 | 341 |
| Total fiduciary and related assets | $358,476,000 | 331 |
| Managed Assets ($) | $306,908,000 | 300 |
| Non-managed Assets ($) | $51,568,000 | 285 |
| Memoranda |
| Gross Fiduciary activities income | $681,000 | 289 |
| 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 | $1,108,000 | 200 |
| Number of Managed Accounts | $1,088,000 | 158 |
| Number of Non-Managed Accounts | $20,000 | 676 |
| Total fiduciary and related assets | $332,834,000 | 344 |
| Managed Assets ($) | $281,538,000 | 312 |
| Non-managed Assets ($) | $51,296,000 | 325 |
| Memoranda |
| Gross Fiduciary activities income | $2,618,000 | 289 |
| 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 | $1,079,000 | 195 |
| Number of Managed Accounts | $1,059,000 | 160 |
| Number of Non-Managed Accounts | $20,000 | 336 |
| Total fiduciary and related assets | $325,023,000 | 343 |
| Managed Assets ($) | $274,576,000 | 312 |
| Non-managed Assets ($) | $50,447,000 | 283 |
| Memoranda |
| Gross Fiduciary activities income | $1,942,000 | 294 |
| 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 | $1,034,000 | 204 |
| Number of Managed Accounts | $1,014,000 | 166 |
| Number of Non-Managed Accounts | $20,000 | 331 |
| Total fiduciary and related assets | $328,309,000 | 345 |
| Managed Assets ($) | $277,261,000 | 311 |
| Non-managed Assets ($) | $51,048,000 | 283 |
| Memoranda |
| Gross Fiduciary activities income | $1,287,000 | 293 |
| 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 | $976,000 | 218 |
| Number of Managed Accounts | $955,000 | 174 |
| Number of Non-Managed Accounts | $21,000 | 334 |
| Total fiduciary and related assets | $306,509,000 | 349 |
| Managed Assets ($) | $256,794,000 | 320 |
| Non-managed Assets ($) | $49,715,000 | 282 |
| Memoranda |
| Gross Fiduciary activities income | $597,000 | 309 |
| 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 | $948,000 | 230 |
| Number of Managed Accounts | $926,000 | 181 |
| Number of Non-Managed Accounts | $22,000 | 669 |
| Total fiduciary and related assets | $297,543,000 | 355 |
| Managed Assets ($) | $248,811,000 | 323 |
| Non-managed Assets ($) | $48,732,000 | 332 |
| Memoranda |
| Gross Fiduciary activities income | $2,223,000 | 307 |
| 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 | $822,000 | 237 |
| Number of Managed Accounts | $797,000 | 189 |
| Number of Non-Managed Accounts | $25,000 | 307 |
| Total fiduciary and related assets | $286,309,000 | 351 |
| Managed Assets ($) | $239,961,000 | 313 |
| Non-managed Assets ($) | $46,348,000 | 277 |
| Memoranda |
| Gross Fiduciary activities income | $1,622,000 | 310 |
| 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 | $885,000 | 223 |
| Number of Managed Accounts | $861,000 | 176 |
| Number of Non-Managed Accounts | $24,000 | 313 |
| Total fiduciary and related assets | $280,579,000 | 349 |
| Managed Assets ($) | $234,760,000 | 307 |
| Non-managed Assets ($) | $45,819,000 | 281 |
| Memoranda |
| Gross Fiduciary activities income | $1,013,000 | 319 |
| 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 | $810,000 | 240 |
| Number of Managed Accounts | $788,000 | 190 |
| Number of Non-Managed Accounts | $22,000 | 322 |
| Total fiduciary and related assets | $272,128,000 | 356 |
| Managed Assets ($) | $227,134,000 | 310 |
| Non-managed Assets ($) | $44,994,000 | 288 |
| Memoranda |
| Gross Fiduciary activities income | $510,000 | 317 |
| 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 | $761,000 | 271 |
| Number of Managed Accounts | $739,000 | 204 |
| Number of Non-Managed Accounts | $22,000 | 681 |
| Total fiduciary and related assets | $256,053,000 | 366 |
| Managed Assets ($) | $213,439,000 | 325 |
| Non-managed Assets ($) | $42,614,000 | 363 |
| Memoranda |
| Gross Fiduciary activities income | $1,589,000 | 354 |
| 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 | $0 | 391 |
| Number of Managed Accounts | $0 | 377 |
| Number of Non-Managed Accounts | $0 | 373 |
| Total fiduciary and related assets | $0 | 390 |
| Managed Assets ($) | $0 | 378 |
| Non-managed Assets ($) | $0 | 370 |
| Memoranda |
| Gross Fiduciary activities income | $1,129,000 | 362 |
| 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 | $0 | 393 |
| Number of Managed Accounts | $0 | 379 |
| Number of Non-Managed Accounts | $0 | 373 |
| Total fiduciary and related assets | $0 | 393 |
| Managed Assets ($) | $0 | 380 |
| Non-managed Assets ($) | $0 | 372 |
| Memoranda |
| Gross Fiduciary activities income | $693,000 | 381 |
| 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 | $0 | 395 |
| Number of Managed Accounts | $0 | 379 |
| Number of Non-Managed Accounts | $0 | 372 |
| Total fiduciary and related assets | $0 | 394 |
| Managed Assets ($) | $0 | 379 |
| Non-managed Assets ($) | $0 | 371 |
| Memoranda |
| Gross Fiduciary activities income | $335,000 | 381 |
| 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 | $528,000 | 345 |
| Number of Managed Accounts | $509,000 | 271 |
| Number of Non-Managed Accounts | $19,000 | 721 |
| Total fiduciary and related assets | $195,928,000 | 398 |
| Managed Assets ($) | $160,346,000 | 360 |
| Non-managed Assets ($) | $35,582,000 | 376 |
| Memoranda |
| Gross Fiduciary activities income | $1,182,000 | 364 |
| 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 | $0 | 417 |
| Number of Managed Accounts | $0 | 397 |
| Number of Non-Managed Accounts | $0 | 395 |
| Total fiduciary and related assets | $0 | 415 |
| Managed Assets ($) | $0 | 397 |
| Non-managed Assets ($) | $0 | 393 |
| Memoranda |
| Gross Fiduciary activities income | $853,000 | 367 |
| 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 | $0 | 423 |
| Number of Managed Accounts | $0 | 403 |
| Number of Non-Managed Accounts | $0 | 400 |
| Total fiduciary and related assets | $0 | 421 |
| Managed Assets ($) | $0 | 403 |
| Non-managed Assets ($) | $0 | 398 |
| Memoranda |
| Gross Fiduciary activities income | $557,000 | 380 |
| 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 | $0 | 428 |
| Number of Managed Accounts | $0 | 410 |
| Number of Non-Managed Accounts | $0 | 404 |
| Total fiduciary and related assets | $0 | 427 |
| Managed Assets ($) | $0 | 410 |
| Non-managed Assets ($) | $0 | 403 |
| Memoranda |
| Gross Fiduciary activities income | $274,000 | 383 |
| 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 | $477,000 | 375 |
| Number of Managed Accounts | $427,000 | 318 |
| Number of Non-Managed Accounts | $50,000 | 517 |
| Total fiduciary and related assets | $194,761,000 | 411 |
| Managed Assets ($) | $145,891,000 | 392 |
| Non-managed Assets ($) | $48,870,000 | 319 |
| Memoranda |
| Gross Fiduciary activities income | $1,052,000 | 387 |
| 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 | $0 | 412 |
| Number of Managed Accounts | $0 | 393 |
| Number of Non-Managed Accounts | $0 | 391 |
| Total fiduciary and related assets | $0 | 411 |
| Managed Assets ($) | $0 | 394 |
| Non-managed Assets ($) | $0 | 389 |
| Memoranda |
| Gross Fiduciary activities income | $792,000 | 383 |
| 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 | $0 | 414 |
| Number of Managed Accounts | $0 | 393 |
| Number of Non-Managed Accounts | $0 | 394 |
| Total fiduciary and related assets | $0 | 413 |
| Managed Assets ($) | $0 | 394 |
| Non-managed Assets ($) | $0 | 392 |
| Memoranda |
| Gross Fiduciary activities income | $486,000 | 408 |
| 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 | $0 | 421 |
| Number of Managed Accounts | $0 | 397 |
| Number of Non-Managed Accounts | $0 | 401 |
| Total fiduciary and related assets | $0 | 419 |
| Managed Assets ($) | $0 | 397 |
| Non-managed Assets ($) | $0 | 399 |
| Memoranda |
| Gross Fiduciary activities income | $246,000 | 409 |
| 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 | $459,000 | 396 |
| Number of Managed Accounts | $403,000 | 330 |
| Number of Non-Managed Accounts | $56,000 | 500 |
| Total fiduciary and related assets | $180,366,000 | 421 |
| Managed Assets ($) | $134,476,000 | 402 |
| Non-managed Assets ($) | $45,890,000 | 340 |
| Memoranda |
| Gross Fiduciary activities income | $905,000 | 404 |
| 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 | $0 | 409 |
| Number of Managed Accounts | $0 | 386 |
| Number of Non-Managed Accounts | $0 | 386 |
| Total fiduciary and related assets | $0 | 408 |
| Managed Assets ($) | $0 | 386 |
| Non-managed Assets ($) | $0 | 385 |
| Memoranda |
| Gross Fiduciary activities income | $666,000 | 406 |
| 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 | $0 | 415 |
| Number of Managed Accounts | $0 | 392 |
| Number of Non-Managed Accounts | $0 | 393 |
| Total fiduciary and related assets | $0 | 414 |
| Managed Assets ($) | $0 | 392 |
| Non-managed Assets ($) | $0 | 391 |
| Memoranda |
| Gross Fiduciary activities income | $446,000 | 411 |
| 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 | $0 | 418 |
| Number of Managed Accounts | $0 | 395 |
| Number of Non-Managed Accounts | $0 | 393 |
| Total fiduciary and related assets | $0 | 417 |
| Managed Assets ($) | $0 | 395 |
| Non-managed Assets ($) | $0 | 392 |
| Memoranda |
| Gross Fiduciary activities income | $210,000 | 434 |
| 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 | $452,000 | 404 |
| Number of Managed Accounts | $395,000 | 333 |
| Number of Non-Managed Accounts | $57,000 | 510 |
| Total fiduciary and related assets | $164,984,000 | 430 |
| Managed Assets ($) | $124,033,000 | 410 |
| Non-managed Assets ($) | $40,951,000 | 343 |
| Memoranda |
| Gross Fiduciary activities income | $1,161,000 | 372 |
| 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 | $0 | 441 |
| Number of Managed Accounts | $0 | 419 |
| Number of Non-Managed Accounts | $0 | 421 |
| Total fiduciary and related assets | $0 | 440 |
| Managed Assets ($) | $0 | 419 |
| Non-managed Assets ($) | $0 | 420 |
| Memoranda |
| Gross Fiduciary activities income | $934,000 | 362 |
| 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 | $0 | 450 |
| Number of Managed Accounts | $0 | 425 |
| Number of Non-Managed Accounts | $0 | 427 |
| Total fiduciary and related assets | $0 | 449 |
| Managed Assets ($) | $0 | 425 |
| Non-managed Assets ($) | $0 | 426 |
| Memoranda |
| Gross Fiduciary activities income | $605,000 | 377 |
| 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 | $0 | 460 |
| Number of Managed Accounts | $0 | 434 |
| Number of Non-Managed Accounts | $0 | 433 |
| Total fiduciary and related assets | $0 | 459 |
| Managed Assets ($) | $0 | 434 |
| Non-managed Assets ($) | $0 | 431 |
| Memoranda |
| Gross Fiduciary activities income | $340,000 | 351 |
| 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 | $453,000 | 405 |
| Number of Managed Accounts | $400,000 | 328 |
| Number of Non-Managed Accounts | $53,000 | 535 |
| Total fiduciary and related assets | $212,384,000 | 422 |
| Managed Assets ($) | $167,875,000 | 390 |
| Non-managed Assets ($) | $44,509,000 | 370 |
| Memoranda |
| Gross Fiduciary activities income | $1,127,000 | 389 |
| 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 | $0 | 444 |
| Number of Managed Accounts | $0 | 421 |
| Number of Non-Managed Accounts | $0 | 417 |
| Total fiduciary and related assets | $0 | 443 |
| Managed Assets ($) | $0 | 421 |
| Non-managed Assets ($) | $0 | 416 |
| Memoranda |
| Gross Fiduciary activities income | $851,000 | 381 |
| 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 | $0 | 450 |
| Number of Managed Accounts | $0 | 427 |
| Number of Non-Managed Accounts | $0 | 422 |
| Total fiduciary and related assets | $0 | 449 |
| Managed Assets ($) | $0 | 427 |
| Non-managed Assets ($) | $0 | 421 |
| Memoranda |
| Gross Fiduciary activities income | $538,000 | 408 |
| 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 | $0 | 451 |
| Number of Managed Accounts | $0 | 427 |
| Number of Non-Managed Accounts | $0 | 425 |
| Total fiduciary and related assets | $0 | 450 |
| Managed Assets ($) | $0 | 427 |
| Non-managed Assets ($) | $0 | 424 |
| Memoranda |
| Gross Fiduciary activities income | $261,000 | 416 |
| 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 | $469,000 | 389 |
| Number of Managed Accounts | $413,000 | 315 |
| Number of Non-Managed Accounts | $56,000 | 526 |
| Total fiduciary and related assets | $193,465,000 | 437 |
| Managed Assets ($) | $160,912,000 | 390 |
| Non-managed Assets ($) | $32,553,000 | 431 |
| Memoranda |
| Gross Fiduciary activities income | $1,078,000 | 380 |
| 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 | $749,000 | 397 |
| 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 | $504,000 | 397 |
| 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 | $255,000 | 402 |
| 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 | $477,000 | 393 |
| Number of Managed Accounts | $421,000 | 330 |
| Number of Non-Managed Accounts | $56,000 | 552 |
| Total fiduciary and related assets | $179,434,000 | 442 |
| Managed Assets ($) | $140,200,000 | 410 |
| Non-managed Assets ($) | $39,234,000 | 379 |
| Memoranda |
| Gross Fiduciary activities income | $977,000 | 395 |
| 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 | $697,000 | 400 |
| 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 | $459,000 | 407 |
| 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 | $220,000 | 419 |
| 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 | $494,000 | 388 |
| Number of Managed Accounts | $455,000 | 303 |
| Number of Non-Managed Accounts | $39,000 | 667 |
| Total fiduciary and related assets | $192,056,000 | 424 |
| Managed Assets ($) | $168,848,000 | 362 |
| Non-managed Assets ($) | $23,208,000 | 475 |
| Memoranda |
| Gross Fiduciary activities income | $1,005,000 | 376 |
| 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 | $698,000 | 393 |
| 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 | $466,000 | 397 |
| 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 | $248,000 | 385 |
| 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 | $486,000 | 416 |
| Number of Managed Accounts | $449,000 | 321 |
| Number of Non-Managed Accounts | $37,000 | 690 |
| Total fiduciary and related assets | $200,195,000 | 413 |
| Managed Assets ($) | $170,912,000 | 359 |
| Non-managed Assets ($) | $29,283,000 | 437 |
| Memoranda |
| Gross Fiduciary activities income | $1,001,000 | 384 |
| 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 | $719,000 | 400 |
| 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 | $444,000 | 417 |
| 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 | $218,000 | 433 |
| 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 | $498,000 | 411 |
| Number of Managed Accounts | $464,000 | 328 |
| Number of Non-Managed Accounts | $34,000 | 725 |
| Total fiduciary and related assets | $178,475,000 | 438 |
| Managed Assets ($) | $150,046,000 | 382 |
| Non-managed Assets ($) | $28,429,000 | 454 |
| Memoranda |
| Gross Fiduciary activities income | $910,000 | 422 |
| 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 | $485,000 | 394 |
| Number of Managed Accounts | $454,000 | 314 |
| Number of Non-Managed Accounts | $31,000 | 723 |
| Total fiduciary and related assets | $205,179,000 | 396 |
| Managed Assets ($) | $178,147,000 | 350 |
| Non-managed Assets ($) | $27,032,000 | 445 |
| Memoranda |
| Gross Fiduciary activities income | $1,015,000 | 421 |
| 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 | $924,000 | 435 |
| 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 | $797,000 | 515 |
| 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 | $758,000 | 524 |
| 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 | $612,000 | 593 |
| 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 | $511,000 | 698 |
| 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 | $529,000 | 726 |
| 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 | $456,000 | 764 |
| 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 | $445,000 | 805 |
| 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 | $405,000 | 840 |
