| 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 | $171,000 | 570 |
| Number of Managed Accounts | $152,000 | 517 |
| Number of Non-Managed Accounts | $19,000 | 536 |
| Total fiduciary and related assets | $2,291,463,000 | 168 |
| Managed Assets ($) | $1,598,188,000 | 164 |
| Non-managed Assets ($) | $693,275,000 | 136 |
| Memoranda |
| Gross Fiduciary activities income | $2,355,000 | 372 |
| 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 | $165,000 | 359 |
| Number of Managed Accounts | $146,000 | 337 |
| Number of Non-Managed Accounts | $19,000 | 304 |
| Total fiduciary and related assets | $4,251,811,000 | 118 |
| Managed Assets ($) | $3,467,092,000 | 95 |
| Non-managed Assets ($) | $784,719,000 | 135 |
| Memoranda |
| Gross Fiduciary activities income | $1,717,000 | 380 |
| 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 | $161,000 | 429 |
| Number of Managed Accounts | $143,000 | 404 |
| Number of Non-Managed Accounts | $18,000 | 363 |
| Total fiduciary and related assets | $4,261,388,000 | 116 |
| Managed Assets ($) | $3,482,006,000 | 93 |
| Non-managed Assets ($) | $779,382,000 | 132 |
| Memoranda |
| Gross Fiduciary activities income | $1,116,000 | 378 |
| 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 | $144,000 | 371 |
| Number of Managed Accounts | $127,000 | 349 |
| Number of Non-Managed Accounts | $17,000 | 318 |
| Total fiduciary and related assets | $4,219,587,000 | 124 |
| Managed Assets ($) | $3,457,171,000 | 99 |
| Non-managed Assets ($) | $762,416,000 | 139 |
| Memoranda |
| Gross Fiduciary activities income | $545,000 | 394 |
| 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 | $135,000 | 630 |
| Number of Managed Accounts | $119,000 | 576 |
| Number of Non-Managed Accounts | $16,000 | 591 |
| Total fiduciary and related assets | $4,165,972,000 | 119 |
| Managed Assets ($) | $3,414,643,000 | 101 |
| Non-managed Assets ($) | $751,329,000 | 138 |
| Memoranda |
| Gross Fiduciary activities income | $1,837,000 | 424 |
| 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 | $123,000 | 389 |
| Number of Managed Accounts | $108,000 | 371 |
| Number of Non-Managed Accounts | $15,000 | 335 |
| Total fiduciary and related assets | $4,075,634,000 | 119 |
| Managed Assets ($) | $3,389,229,000 | 99 |
| Non-managed Assets ($) | $686,405,000 | 140 |
| Memoranda |
| Gross Fiduciary activities income | $1,341,000 | 425 |
| 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 | $102,000 | 423 |
| Number of Managed Accounts | $89,000 | 407 |
| Number of Non-Managed Accounts | $13,000 | 358 |
| Total fiduciary and related assets | $4,060,914,000 | 98 |
| Managed Assets ($) | $3,372,517,000 | 84 |
| Non-managed Assets ($) | $688,397,000 | 113 |
| Memoranda |
| Gross Fiduciary activities income | $873,000 | 389 |
| 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 | $92,000 | 353 |
| Number of Managed Accounts | $77,000 | 339 |
| Number of Non-Managed Accounts | $15,000 | 299 |
| Total fiduciary and related assets | $4,051,033,000 | 107 |
| Managed Assets ($) | $3,331,428,000 | 89 |
| Non-managed Assets ($) | $719,605,000 | 115 |
| Memoranda |
| Gross Fiduciary activities income | $431,000 | 400 |
| 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 | $82,000 | 648 |
| Number of Managed Accounts | $66,000 | 610 |
| Number of Non-Managed Accounts | $16,000 | 572 |
| Total fiduciary and related assets | $2,922,463,000 | 129 |
| Managed Assets ($) | $59,826,000 | 589 |
| Non-managed Assets ($) | $2,862,637,000 | 67 |
| Memoranda |
| Gross Fiduciary activities income | $1,281,000 | 439 |
| 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 | $0 | 343 |
| Number of Managed Accounts | $0 | 335 |
| Number of Non-Managed Accounts | $0 | 330 |
| Total fiduciary and related assets | $0 | 343 |
| Managed Assets ($) | $0 | 335 |
| Non-managed Assets ($) | $0 | 330 |
| Memoranda |
| Gross Fiduciary activities income | $878,000 | 448 |
| 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 | $0 | 409 |
| Number of Managed Accounts | $0 | 401 |
| Number of Non-Managed Accounts | $0 | 396 |
| Total fiduciary and related assets | $0 | 409 |
| Managed Assets ($) | $0 | 401 |
| Non-managed Assets ($) | $0 | 395 |
| Memoranda |
| Gross Fiduciary activities income | $573,000 | 447 |
| 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 | $0 | 345 |
| Number of Managed Accounts | $0 | 337 |
| Number of Non-Managed Accounts | $0 | 333 |
| Total fiduciary and related assets | $0 | 345 |
| Managed Assets ($) | $0 | 337 |
| Non-managed Assets ($) | $0 | 332 |
| Memoranda |
| Gross Fiduciary activities income | $227,000 | 487 |
| 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 | $173,000 | 564 |
| Number of Managed Accounts | $51,000 | 644 |
| Number of Non-Managed Accounts | $122,000 | 225 |
| Total fiduciary and related assets | $16,049,000 | 780 |
| Managed Assets ($) | $15,891,000 | 730 |
| Non-managed Assets ($) | $158,000 | 797 |
| Memoranda |
| Gross Fiduciary activities income | $856,000 | 485 |
| 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 | $0 | 346 |
| Number of Managed Accounts | $0 | 338 |
| Number of Non-Managed Accounts | $0 | 335 |
| Total fiduciary and related assets | $0 | 346 |
| Managed Assets ($) | $0 | 338 |
| Non-managed Assets ($) | $0 | 335 |
| Memoranda |
| Gross Fiduciary activities income | $606,000 | 491 |
| 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 | $0 | 406 |
| Number of Managed Accounts | $0 | 397 |
| Number of Non-Managed Accounts | $0 | 391 |
| Total fiduciary and related assets | $0 | 406 |
| Managed Assets ($) | $0 | 397 |
| Non-managed Assets ($) | $0 | 391 |
| Memoranda |
| Gross Fiduciary activities income | $396,000 | 494 |
| 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 | $0 | 351 |
| Number of Managed Accounts | $0 | 342 |
| Number of Non-Managed Accounts | $0 | 338 |
| Total fiduciary and related assets | $0 | 351 |
| Managed Assets ($) | $0 | 342 |
| Non-managed Assets ($) | $0 | 338 |
| Memoranda |
| Gross Fiduciary activities income | $203,000 | 497 |
| 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 | $295,000 | 445 |
| Number of Managed Accounts | $54,000 | 651 |
| Number of Non-Managed Accounts | $241,000 | 150 |
| Total fiduciary and related assets | $17,990,000 | 771 |
| Managed Assets ($) | $15,754,000 | 737 |
| Non-managed Assets ($) | $2,236,000 | 671 |
| Memoranda |
| Gross Fiduciary activities income | $871,000 | 481 |
| 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 | $0 | 357 |
| Number of Managed Accounts | $0 | 349 |
| Number of Non-Managed Accounts | $0 | 341 |
| Total fiduciary and related assets | $0 | 357 |
| Managed Assets ($) | $0 | 349 |
| Non-managed Assets ($) | $0 | 341 |
| Memoranda |
| Gross Fiduciary activities income | $641,000 | 484 |
| 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 | $0 | 395 |
| Number of Managed Accounts | $0 | 387 |
| Number of Non-Managed Accounts | $0 | 381 |
| Total fiduciary and related assets | $0 | 395 |
| Managed Assets ($) | $0 | 387 |
| Non-managed Assets ($) | $0 | 381 |
| Memoranda |
| Gross Fiduciary activities income | $448,000 | 473 |
| 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 | $0 | 402 |
| Number of Managed Accounts | $0 | 393 |
| Number of Non-Managed Accounts | $0 | 384 |
| Total fiduciary and related assets | $0 | 402 |
| Managed Assets ($) | $0 | 393 |
| Non-managed Assets ($) | $0 | 384 |
| Memoranda |
| Gross Fiduciary activities income | $177,000 | 519 |
| 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 | $85,000 | 699 |
| Number of Managed Accounts | $73,000 | 643 |
| Number of Non-Managed Accounts | $12,000 | 654 |
| Total fiduciary and related assets | $22,154,000 | 767 |
| Managed Assets ($) | $19,401,000 | 728 |
| Non-managed Assets ($) | $2,753,000 | 672 |
| Memoranda |
| Gross Fiduciary activities income | $722,000 | 522 |
| 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 | $0 | 405 |
| Number of Managed Accounts | $0 | 396 |
| Number of Non-Managed Accounts | $0 | 388 |
| Total fiduciary and related assets | $0 | 405 |
| Managed Assets ($) | $0 | 396 |
| Non-managed Assets ($) | $0 | 388 |
| Memoranda |
| Gross Fiduciary activities income | $541,000 | 520 |
| 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 | $0 | 407 |
| Number of Managed Accounts | $0 | 398 |
| Number of Non-Managed Accounts | $0 | 391 |
| Total fiduciary and related assets | $0 | 407 |
| Managed Assets ($) | $0 | 398 |
| Non-managed Assets ($) | $0 | 391 |
| Memoranda |
| Gross Fiduciary activities income | $366,000 | 514 |
| 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 | $0 | 410 |
| Number of Managed Accounts | $0 | 399 |
| Number of Non-Managed Accounts | $0 | 394 |
| Total fiduciary and related assets | $0 | 410 |
| Managed Assets ($) | $0 | 398 |
| Non-managed Assets ($) | $0 | 394 |
| Memoranda |
| Gross Fiduciary activities income | $178,000 | 533 |
| 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 | $98,000 | 697 |
| Number of Managed Accounts | $75,000 | 648 |
| Number of Non-Managed Accounts | $23,000 | 569 |
| Total fiduciary and related assets | $29,296,000 | 759 |
| Managed Assets ($) | $26,442,000 | 716 |
| Non-managed Assets ($) | $2,854,000 | 703 |
| Memoranda |
| Gross Fiduciary activities income | $728,000 | 513 |
| 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 | $0 | 401 |
| Number of Managed Accounts | $0 | 391 |
| Number of Non-Managed Accounts | $0 | 384 |
| Total fiduciary and related assets | $0 | 401 |
| Managed Assets ($) | $0 | 391 |
| Non-managed Assets ($) | $0 | 384 |
| Memoranda |
| Gross Fiduciary activities income | $548,000 | 518 |
| 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 | $0 | 403 |
| Number of Managed Accounts | $0 | 393 |
| Number of Non-Managed Accounts | $0 | 386 |
| Total fiduciary and related assets | $0 | 403 |
| Managed Assets ($) | $0 | 393 |
| Non-managed Assets ($) | $0 | 386 |
| Memoranda |
| Gross Fiduciary activities income | $372,000 | 514 |
| 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 | $0 | 406 |
| Number of Managed Accounts | $0 | 396 |
| Number of Non-Managed Accounts | $0 | 388 |
| Total fiduciary and related assets | $0 | 406 |
| Managed Assets ($) | $0 | 396 |
| Non-managed Assets ($) | $0 | 388 |
| Memoranda |
| Gross Fiduciary activities income | $189,000 | 517 |
| 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 | $111,000 | 695 |
| Number of Managed Accounts | $80,000 | 657 |
| Number of Non-Managed Accounts | $31,000 | 530 |
| Total fiduciary and related assets | $30,594,000 | 770 |
| Managed Assets ($) | $26,701,000 | 730 |
| Non-managed Assets ($) | $3,893,000 | 697 |
| Memoranda |
| Gross Fiduciary activities income | $761,000 | 503 |
| 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 | $0 | 414 |
| Number of Managed Accounts | $0 | 402 |
| Number of Non-Managed Accounts | $0 | 399 |
| Total fiduciary and related assets | $0 | 413 |
| Managed Assets ($) | $0 | 401 |
| Non-managed Assets ($) | $0 | 397 |
| Memoranda |
| Gross Fiduciary activities income | $564,000 | 509 |
| 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 | $0 | 419 |
| Number of Managed Accounts | $0 | 406 |
| Number of Non-Managed Accounts | $0 | 404 |
| Total fiduciary and related assets | $0 | 418 |
| Managed Assets ($) | $0 | 406 |
| Non-managed Assets ($) | $0 | 403 |
| Memoranda |
| Gross Fiduciary activities income | $378,000 | 507 |
| 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 | $0 | 418 |
| Number of Managed Accounts | $0 | 406 |
| Number of Non-Managed Accounts | $0 | 403 |
| Total fiduciary and related assets | $0 | 418 |
| Managed Assets ($) | $0 | 407 |
| Non-managed Assets ($) | $0 | 403 |
| Memoranda |
| Gross Fiduciary activities income | $189,000 | 511 |
| 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 | $120,000 | 694 |
| Number of Managed Accounts | $83,000 | 666 |
| Number of Non-Managed Accounts | $37,000 | 499 |
| Total fiduciary and related assets | $36,835,000 | 757 |
| Managed Assets ($) | $31,114,000 | 713 |
| Non-managed Assets ($) | $5,721,000 | 658 |
| Memoranda |
| Gross Fiduciary activities income | $858,000 | 494 |
| 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 | $0 | 414 |
| Number of Managed Accounts | $0 | 401 |
| Number of Non-Managed Accounts | $0 | 398 |
| Total fiduciary and related assets | $0 | 413 |
| Managed Assets ($) | $0 | 401 |
| Non-managed Assets ($) | $0 | 397 |
| Memoranda |
| Gross Fiduciary activities income | $655,000 | 490 |
| 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 | $0 | 420 |
| Number of Managed Accounts | $0 | 405 |
| Number of Non-Managed Accounts | $0 | 403 |
| Total fiduciary and related assets | $0 | 418 |
| Managed Assets ($) | $0 | 405 |
| Non-managed Assets ($) | $0 | 401 |
| Memoranda |
| Gross Fiduciary activities income | $449,000 | 490 |
| 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 | $0 | 418 |
| Number of Managed Accounts | $0 | 403 |
| Number of Non-Managed Accounts | $0 | 403 |
| Total fiduciary and related assets | $0 | 417 |
| Managed Assets ($) | $0 | 403 |
| Non-managed Assets ($) | $0 | 402 |
| Memoranda |
| Gross Fiduciary activities income | $222,000 | 501 |
| 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 | $135,000 | 697 |
| Number of Managed Accounts | $83,000 | 674 |
| Number of Non-Managed Accounts | $52,000 | 449 |
| Total fiduciary and related assets | $50,304,000 | 734 |
| Managed Assets ($) | $38,971,000 | 690 |
| Non-managed Assets ($) | $11,333,000 | 576 |
| Memoranda |
| Gross Fiduciary activities income | $870,000 | 500 |
| 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 | $0 | 417 |
| Number of Managed Accounts | $0 | 403 |
| Number of Non-Managed Accounts | $0 | 402 |
| Total fiduciary and related assets | $0 | 415 |
| Managed Assets ($) | $0 | 402 |
| Non-managed Assets ($) | $0 | 400 |
| Memoranda |
| Gross Fiduciary activities income | $652,000 | 493 |
| 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 | $0 | 417 |
| Number of Managed Accounts | $0 | 403 |
| Number of Non-Managed Accounts | $0 | 404 |
| Total fiduciary and related assets | $0 | 417 |
| Managed Assets ($) | $0 | 404 |
| Non-managed Assets ($) | $0 | 402 |
| Memoranda |
| Gross Fiduciary activities income | $435,000 | 491 |
| 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 | $0 | 424 |
| Number of Managed Accounts | $0 | 411 |
| Number of Non-Managed Accounts | $0 | 408 |
| Total fiduciary and related assets | $0 | 423 |
| Managed Assets ($) | $0 | 411 |
| Non-managed Assets ($) | $0 | 406 |
| Memoranda |
| Gross Fiduciary activities income | $220,000 | 498 |
| 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 | $107,000 | 746 |
| Number of Managed Accounts | $81,000 | 692 |
| Number of Non-Managed Accounts | $26,000 | 615 |
| Total fiduciary and related assets | $51,332,000 | 727 |
| Managed Assets ($) | $43,033,000 | 674 |
| Non-managed Assets ($) | $8,299,000 | 631 |
| Memoranda |
| Gross Fiduciary activities income | $814,000 | 500 |
| 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 | $0 | 406 |
| Number of Managed Accounts | $0 | 391 |
| Number of Non-Managed Accounts | $0 | 390 |
| Total fiduciary and related assets | $0 | 405 |
| Managed Assets ($) | $0 | 392 |
| Non-managed Assets ($) | $0 | 388 |
| Memoranda |
| Gross Fiduciary activities income | $589,000 | 510 |
| 2013-06-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,497 |
| Fiduciary or related activity | $0 | 1,413 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 410 |
| Number of Managed Accounts | $0 | 395 |
| Number of Non-Managed Accounts | $0 | 391 |
| Total fiduciary and related assets | $0 | 408 |
| Managed Assets ($) | $0 | 395 |
| Non-managed Assets ($) | $0 | 389 |
| Memoranda |
| Gross Fiduciary activities income | $0 | 1,226 |
| 2013-03-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,507 |
| Fiduciary or related activity | $0 | 1,423 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 414 |
| Number of Managed Accounts | $0 | 400 |
| Number of Non-Managed Accounts | $0 | 394 |
| Total fiduciary and related assets | $0 | 412 |
| Managed Assets ($) | $0 | 399 |
| Non-managed Assets ($) | $0 | 392 |
| Memoranda |
| Gross Fiduciary activities income | $0 | 1,171 |
| 2012-12-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,510 |
| Fiduciary or related activity | $0 | 1,426 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,418 |
| Number of Managed Accounts | $0 | 1,332 |
| Number of Non-Managed Accounts | $0 | 1,135 |
| Total fiduciary and related assets | $0 | 1,414 |
| Managed Assets ($) | $0 | 1,331 |
| Non-managed Assets ($) | $0 | 1,126 |
| Memoranda |
| Gross Fiduciary activities income | $0 | 1,334 |
| 2012-09-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,540 |
| Fiduciary or related activity | $0 | 1,460 |
| 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 | $0 | 1,274 |
| 2012-06-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,545 |
| Fiduciary or related activity | $0 | 1,466 |
| 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 | $0 | 1,262 |
| 2012-03-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,544 |
| Fiduciary or related activity | $0 | 1,466 |
| 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 | $0 | 1,204 |
| 2011-12-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,550 |
| Fiduciary or related activity | $0 | 1,476 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,466 |
| Number of Managed Accounts | $0 | 1,373 |
| Number of Non-Managed Accounts | $0 | 1,166 |
| Total fiduciary and related assets | $0 | 1,461 |
| Managed Assets ($) | $0 | 1,372 |
| Non-managed Assets ($) | $0 | 1,160 |
| Memoranda |
| Gross Fiduciary activities income | $0 | 1,311 |
| 2011-09-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,576 |
| Fiduciary or related activity | $0 | 1,500 |
| 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 | $0 | 1,257 |
| 2011-06-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,589 |
| Fiduciary or related activity | $0 | 1,512 |
| 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 | $0 | 1,239 |
| 2011-03-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,606 |
| Fiduciary or related activity | $0 | 1,531 |
| 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 | $0 | 1,199 |
| 2010-12-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,631 |
| Fiduciary or related activity | $0 | 1,555 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,541 |
| Number of Managed Accounts | $0 | 1,440 |
| Number of Non-Managed Accounts | $0 | 1,219 |
| Total fiduciary and related assets | $0 | 1,537 |
| Managed Assets ($) | $0 | 1,439 |
| Non-managed Assets ($) | $0 | 1,212 |
| Memoranda |
| Gross Fiduciary activities income | $124,000 | 839 |
| 2010-09-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,644 |
| Fiduciary or related activity | $0 | 1,565 |
| 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 | $124,000 | 784 |
| 2010-06-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,653 |
| Fiduciary or related activity | $0 | 1,572 |
| 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 | $124,000 | 704 |
| 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 | $86,000 | 386 |
| Number of Managed Accounts | $51,000 | 368 |
| Number of Non-Managed Accounts | $35,000 | 294 |
| Total fiduciary and related assets | $294,636,000 | 313 |
| Managed Assets ($) | $22,826,000 | 370 |
| Non-managed Assets ($) | $271,810,000 | 144 |
| Memoranda |
| Gross Fiduciary activities income | $124,000 | 564 |
| 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 | $91,000 | 868 |
| Number of Managed Accounts | $59,000 | 824 |
| Number of Non-Managed Accounts | $32,000 | 647 |
| Total fiduciary and related assets | $233,150,000 | 365 |
| Managed Assets ($) | $24,095,000 | 797 |
| Non-managed Assets ($) | $209,055,000 | 159 |
| Memoranda |
| Gross Fiduciary activities income | $443,000 | 577 |
| 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 | $80,000 | 376 |
| Number of Managed Accounts | $58,000 | 356 |
| Number of Non-Managed Accounts | $22,000 | 312 |
| Total fiduciary and related assets | $32,228,000 | 384 |
| Managed Assets ($) | $21,518,000 | 360 |
| Non-managed Assets ($) | $10,710,000 | 323 |
| Memoranda |
| Gross Fiduciary activities income | $316,000 | 583 |
| 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 | $81,000 | 384 |
| Number of Managed Accounts | $59,000 | 364 |
| Number of Non-Managed Accounts | $22,000 | 317 |
| Total fiduciary and related assets | $30,980,000 | 391 |
| Managed Assets ($) | $20,300,000 | 369 |
| Non-managed Assets ($) | $10,680,000 | 325 |
| Memoranda |
| Gross Fiduciary activities income | $209,000 | 586 |
| 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 | $79,000 | 384 |
| Number of Managed Accounts | $57,000 | 367 |
| Number of Non-Managed Accounts | $22,000 | 312 |
| Total fiduciary and related assets | $28,747,000 | 392 |
| Managed Assets ($) | $18,121,000 | 372 |
| Non-managed Assets ($) | $10,626,000 | 321 |
| Memoranda |
| Gross Fiduciary activities income | $107,000 | 585 |
| 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 | $86,000 | 904 |
| Number of Managed Accounts | $60,000 | 844 |
| Number of Non-Managed Accounts | $26,000 | 705 |
| Total fiduciary and related assets | $30,320,000 | 857 |
| Managed Assets ($) | $19,592,000 | 852 |
| Non-managed Assets ($) | $10,728,000 | 585 |
| Memoranda |
| Gross Fiduciary activities income | $454,000 | 589 |
| 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 | $89,000 | 409 |
| Number of Managed Accounts | $66,000 | 388 |
| Number of Non-Managed Accounts | $23,000 | 331 |
| Total fiduciary and related assets | $31,641,000 | 419 |
| Managed Assets ($) | $22,153,000 | 394 |
| Non-managed Assets ($) | $9,488,000 | 356 |
| Memoranda |
| Gross Fiduciary activities income | $343,000 | 591 |
| 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 | $83,000 | 415 |
| Number of Managed Accounts | $61,000 | 396 |
| Number of Non-Managed Accounts | $22,000 | 334 |
| Total fiduciary and related assets | $31,783,000 | 427 |
| Managed Assets ($) | $22,361,000 | 401 |
| Non-managed Assets ($) | $9,422,000 | 360 |
| Memoranda |
| Gross Fiduciary activities income | $231,000 | 605 |
| 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 | $87,000 | 416 |
| Number of Managed Accounts | $65,000 | 396 |
| Number of Non-Managed Accounts | $22,000 | 337 |
| Total fiduciary and related assets | $31,676,000 | 434 |
| Managed Assets ($) | $22,268,000 | 408 |
| Non-managed Assets ($) | $9,408,000 | 366 |
| Memoranda |
| Gross Fiduciary activities income | $126,000 | 604 |
| 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 | $85,000 | 924 |
| Number of Managed Accounts | $63,000 | 844 |
| Number of Non-Managed Accounts | $22,000 | 744 |
| Total fiduciary and related assets | $31,436,000 | 900 |
| Managed Assets ($) | $22,231,000 | 874 |
| Non-managed Assets ($) | $9,205,000 | 667 |
| Memoranda |
| Gross Fiduciary activities income | $479,000 | 603 |
| 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 | $87,000 | 400 |
| Number of Managed Accounts | $66,000 | 378 |
| Number of Non-Managed Accounts | $21,000 | 330 |
| Total fiduciary and related assets | $33,363,000 | 415 |
| Managed Assets ($) | $24,158,000 | 393 |
| Non-managed Assets ($) | $9,205,000 | 353 |
| Memoranda |
| Gross Fiduciary activities income | $367,000 | 589 |
| 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 | $88,000 | 405 |
| Number of Managed Accounts | $68,000 | 382 |
| Number of Non-Managed Accounts | $20,000 | 344 |
| Total fiduciary and related assets | $34,047,000 | 421 |
| Managed Assets ($) | $24,874,000 | 398 |
| Non-managed Assets ($) | $9,173,000 | 364 |
| Memoranda |
| Gross Fiduciary activities income | $249,000 | 600 |
| 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 | $84,000 | 409 |
| Number of Managed Accounts | $64,000 | 386 |
| Number of Non-Managed Accounts | $20,000 | 342 |
| Total fiduciary and related assets | $32,194,000 | 425 |
| Managed Assets ($) | $23,047,000 | 399 |
| Non-managed Assets ($) | $9,147,000 | 363 |
| Memoranda |
| Gross Fiduciary activities income | $112,000 | 633 |
| 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 | $83,000 | 949 |
| Number of Managed Accounts | $63,000 | 851 |
| Number of Non-Managed Accounts | $20,000 | 790 |
| Total fiduciary and related assets | $32,069,000 | 889 |
| Managed Assets ($) | $23,150,000 | 855 |
| Non-managed Assets ($) | $8,919,000 | 670 |
| Memoranda |
| Gross Fiduciary activities income | $465,000 | 601 |
| 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 | $87,000 | 395 |
| Number of Managed Accounts | $67,000 | 372 |
| Number of Non-Managed Accounts | $20,000 | 337 |
| Total fiduciary and related assets | $31,565,000 | 406 |
| Managed Assets ($) | $22,673,000 | 377 |
| Non-managed Assets ($) | $8,892,000 | 354 |
| Memoranda |
| Gross Fiduciary activities income | $349,000 | 593 |
| 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 | $80,000 | 402 |
| Number of Managed Accounts | $60,000 | 382 |
| Number of Non-Managed Accounts | $20,000 | 342 |
| Total fiduciary and related assets | $30,634,000 | 411 |
| Managed Assets ($) | $21,750,000 | 384 |
| Non-managed Assets ($) | $8,884,000 | 360 |
| Memoranda |
| Gross Fiduciary activities income | $233,000 | 606 |
| 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 | $80,000 | 412 |
| Number of Managed Accounts | $58,000 | 394 |
| Number of Non-Managed Accounts | $22,000 | 340 |
| Total fiduciary and related assets | $30,911,000 | 419 |
| Managed Assets ($) | $21,146,000 | 393 |
| Non-managed Assets ($) | $9,765,000 | 361 |
| Memoranda |
| Gross Fiduciary activities income | $116,000 | 615 |
| 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 | $74,000 | 1,003 |
| Number of Managed Accounts | $54,000 | 914 |
| Number of Non-Managed Accounts | $20,000 | 819 |
| Total fiduciary and related assets | $29,783,000 | 919 |
| Managed Assets ($) | $20,867,000 | 890 |
| Non-managed Assets ($) | $8,916,000 | 676 |
| Memoranda |
| Gross Fiduciary activities income | $478,000 | 593 |
| 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 | $74,000 | 403 |
| Number of Managed Accounts | $70,000 | 373 |
| Number of Non-Managed Accounts | $4,000 | 386 |
| Total fiduciary and related assets | $29,753,000 | 411 |
| Managed Assets ($) | $28,855,000 | 380 |
| Non-managed Assets ($) | $898,000 | 394 |
| Memoranda |
| Gross Fiduciary activities income | $361,000 | 587 |
| 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 | $69,000 | 425 |
| Number of Managed Accounts | $66,000 | 389 |
| Number of Non-Managed Accounts | $3,000 | 408 |
| Total fiduciary and related assets | $27,494,000 | 430 |
| Managed Assets ($) | $27,477,000 | 397 |
| Non-managed Assets ($) | $17,000 | 427 |
| Memoranda |
| Gross Fiduciary activities income | $244,000 | 588 |
| 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 | $60,000 | 428 |
| Number of Managed Accounts | $59,000 | 394 |
| Number of Non-Managed Accounts | $1,000 | 422 |
| Total fiduciary and related assets | $24,902,000 | 432 |
| Managed Assets ($) | $24,600,000 | 398 |
| Non-managed Assets ($) | $302,000 | 420 |
| Memoranda |
| Gross Fiduciary activities income | $127,000 | 594 |
| 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 | $60,000 | 1,081 |
| Number of Managed Accounts | $59,000 | 893 |
| Number of Non-Managed Accounts | $1,000 | 1,278 |
| Total fiduciary and related assets | $24,103,000 | 964 |
| Managed Assets ($) | $23,814,000 | 855 |
| Non-managed Assets ($) | $289,000 | 1,214 |
| Memoranda |
| Gross Fiduciary activities income | $415,000 | 626 |
| 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 | $58,000 | 417 |
| Number of Managed Accounts | $58,000 | 378 |
| Number of Non-Managed Accounts | $0 | 423 |
| Total fiduciary and related assets | $23,505,000 | 421 |
| Managed Assets ($) | $23,505,000 | 388 |
| Non-managed Assets ($) | $0 | 421 |
| Memoranda |
| Gross Fiduciary activities income | $315,000 | 618 |
| 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 | $58,000 | 424 |
| Number of Managed Accounts | $58,000 | 387 |
| Number of Non-Managed Accounts | $0 | 432 |
| Total fiduciary and related assets | $12,786,000 | 437 |
| Managed Assets ($) | $12,786,000 | 403 |
| Non-managed Assets ($) | $0 | 429 |
| Memoranda |
| Gross Fiduciary activities income | $216,000 | 618 |
| 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 | $56,000 | 435 |
| Number of Managed Accounts | $56,000 | 392 |
| Number of Non-Managed Accounts | $0 | 438 |
| Total fiduciary and related assets | $12,707,000 | 445 |
| Managed Assets ($) | $12,707,000 | 412 |
| Non-managed Assets ($) | $0 | 436 |
| Memoranda |
| Gross Fiduciary activities income | $112,000 | 619 |
| 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 | $51,000 | 1,158 |
| Number of Managed Accounts | $51,000 | 961 |
| Number of Non-Managed Accounts | $0 | 1,417 |
| Total fiduciary and related assets | $12,274,000 | 1,125 |
| Managed Assets ($) | $12,274,000 | 1,012 |
| Non-managed Assets ($) | $0 | 1,404 |
| Memoranda |
| Gross Fiduciary activities income | $380,000 | 643 |
| 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 | $39,000 | 442 |
| Number of Managed Accounts | $39,000 | 405 |
| Number of Non-Managed Accounts | $0 | 446 |
| Total fiduciary and related assets | $4,069,000 | 454 |
| Managed Assets ($) | $4,069,000 | 426 |
| Non-managed Assets ($) | $0 | 445 |
| Memoranda |
| Gross Fiduciary activities income | $273,000 | 657 |
| 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 | $35,000 | 448 |
| Number of Managed Accounts | $35,000 | 411 |
| Number of Non-Managed Accounts | $0 | 448 |
| Total fiduciary and related assets | $3,290,000 | 458 |
| Managed Assets ($) | $3,290,000 | 431 |
| Non-managed Assets ($) | $0 | 447 |
| Memoranda |
| Gross Fiduciary activities income | $169,000 | 678 |
| 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 | $21,000 | 467 |
| Number of Managed Accounts | $21,000 | 433 |
| Number of Non-Managed Accounts | $0 | 460 |
| Total fiduciary and related assets | $3,143,000 | 475 |
| Managed Assets ($) | $3,143,000 | 445 |
| Non-managed Assets ($) | $0 | 458 |
| Memoranda |
| Gross Fiduciary activities income | $83,000 | 695 |
| 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 | $19,000 | 1,482 |
| Number of Managed Accounts | $19,000 | 1,299 |
| Number of Non-Managed Accounts | $0 | 1,465 |
| Total fiduciary and related assets | $3,393,000 | 1,446 |
| Managed Assets ($) | $3,393,000 | 1,345 |
| Non-managed Assets ($) | $0 | 1,452 |
| Memoranda |
| Gross Fiduciary activities income | $312,000 | 703 |
| 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 | $4,000 | 1,713 |
| Number of Managed Accounts | $4,000 | 1,581 |
| Number of Non-Managed Accounts | $0 | 1,385 |
| Total fiduciary and related assets | $1,667,000 | 1,512 |
| Managed Assets ($) | $1,667,000 | 1,429 |
| Non-managed Assets ($) | $0 | 1,377 |
| Memoranda |
| Gross Fiduciary activities income | $251,000 | 779 |
| 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 | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |
| 1997-12-31 | Rank |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda |
| Gross Fiduciary activities income | NA | NA |
| 1996-12-31 | Rank |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda |
| Gross Fiduciary activities income | NA | NA |
