Home > Herring Bank > Fiduciary and Related Services
Herring Bank, Fiduciary and Related Services
| 2025-03-31 | 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 | $0 | 380 |
| Number of Managed Accounts | $0 | 371 |
| Number of Non-Managed Accounts | $0 | 363 |
| Total fiduciary and related assets | $0 | 380 |
| Managed Assets ($) | $0 | 371 |
| Non-managed Assets ($) | $0 | 363 |
| Memoranda | ||
| Gross Fiduciary activities income | $397,000 | 496 |
| 2024-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 6 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $273,000 | 480 |
| Number of Managed Accounts | $212,000 | 469 |
| Number of Non-Managed Accounts | $61,000 | 343 |
| Total fiduciary and related assets | $196,065,000 | 492 |
| Managed Assets ($) | $130,066,000 | 502 |
| Non-managed Assets ($) | $65,999,000 | 329 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,774,000 | 462 |
| 2024-09-30 | 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 | $0 | 380 |
| Number of Managed Accounts | $0 | 371 |
| Number of Non-Managed Accounts | $0 | 366 |
| Total fiduciary and related assets | $0 | 379 |
| Managed Assets ($) | $0 | 371 |
| Non-managed Assets ($) | $0 | 366 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,342,000 | 462 |
| 2024-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 2 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 457 |
| Number of Managed Accounts | $0 | 450 |
| Number of Non-Managed Accounts | $0 | 436 |
| Total fiduciary and related assets | $0 | 457 |
| Managed Assets ($) | $0 | 450 |
| Non-managed Assets ($) | $0 | 436 |
| Memoranda | ||
| Gross Fiduciary activities income | $935,000 | 458 |
| 2024-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 7 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 384 |
| Number of Managed Accounts | $0 | 376 |
| Number of Non-Managed Accounts | $0 | 371 |
| Total fiduciary and related assets | $0 | 384 |
| Managed Assets ($) | $0 | 376 |
| Non-managed Assets ($) | $0 | 371 |
| Memoranda | ||
| Gross Fiduciary activities income | $430,000 | 443 |
| 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 | $272,000 | 484 |
| Number of Managed Accounts | $212,000 | 470 |
| Number of Non-Managed Accounts | $60,000 | 348 |
| Total fiduciary and related assets | $194,176,000 | 482 |
| Managed Assets ($) | $121,073,000 | 507 |
| Non-managed Assets ($) | $73,103,000 | 319 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,698,000 | 423 |
| 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 | $0 | 375 |
| Number of Managed Accounts | $0 | 366 |
| Number of Non-Managed Accounts | $0 | 365 |
| Total fiduciary and related assets | $0 | 376 |
| Managed Assets ($) | $0 | 366 |
| Non-managed Assets ($) | $0 | 363 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,374,000 | 415 |
| 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 | $0 | 448 |
| Number of Managed Accounts | $0 | 438 |
| Number of Non-Managed Accounts | $0 | 435 |
| Total fiduciary and related assets | $0 | 448 |
| Managed Assets ($) | $0 | 438 |
| Non-managed Assets ($) | $0 | 433 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,068,000 | 385 |
| 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 | $0 | 384 |
| Number of Managed Accounts | $0 | 375 |
| Number of Non-Managed Accounts | $0 | 373 |
| Total fiduciary and related assets | $0 | 384 |
| Managed Assets ($) | $0 | 375 |
| Non-managed Assets ($) | $0 | 373 |
| Memoranda | ||
| Gross Fiduciary activities income | $464,000 | 421 |
| 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 | $279,000 | 481 |
| Number of Managed Accounts | $231,000 | 459 |
| Number of Non-Managed Accounts | $48,000 | 405 |
| Total fiduciary and related assets | $186,093,000 | 490 |
| Managed Assets ($) | $141,856,000 | 484 |
| Non-managed Assets ($) | $44,237,000 | 367 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,732,000 | 354 |
| 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 | $0 | 399 |
| Number of Managed Accounts | $0 | 389 |
| Number of Non-Managed Accounts | $0 | 385 |
| Total fiduciary and related assets | $0 | 399 |
| Managed Assets ($) | $0 | 389 |
| Non-managed Assets ($) | $0 | 385 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,217,000 | 345 |
| 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 | $0 | 430 |
| Number of Managed Accounts | $0 | 422 |
| Number of Non-Managed Accounts | $0 | 417 |
| Total fiduciary and related assets | $0 | 430 |
| Managed Assets ($) | $0 | 422 |
| Non-managed Assets ($) | $0 | 417 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,543,000 | 302 |
| 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 | $0 | 359 |
| Number of Managed Accounts | $0 | 350 |
| Number of Non-Managed Accounts | $0 | 347 |
| Total fiduciary and related assets | $0 | 358 |
| Managed Assets ($) | $0 | 350 |
| Non-managed Assets ($) | $0 | 346 |
| Memoranda | ||
| Gross Fiduciary activities income | $681,000 | 317 |
| 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 | $490,000 | 342 |
| Number of Managed Accounts | $438,000 | 311 |
| Number of Non-Managed Accounts | $52,000 | 366 |
| Total fiduciary and related assets | $261,607,000 | 411 |
| Managed Assets ($) | $223,660,000 | 390 |
| Non-managed Assets ($) | $37,947,000 | 366 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,649,000 | 397 |
| 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 | $1,166,000 | 403 |
| 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 | $730,000 | 410 |
| 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 | $315,000 | 430 |
| 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 | $211,000 | 517 |
| Number of Managed Accounts | $157,000 | 507 |
| Number of Non-Managed Accounts | $54,000 | 369 |
| Total fiduciary and related assets | $138,156,000 | 503 |
| Managed Assets ($) | $101,570,000 | 507 |
| Non-managed Assets ($) | $36,586,000 | 363 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,207,000 | 424 |
| 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 | $921,000 | 420 |
| 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 | $653,000 | 415 |
| 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 | $367,000 | 400 |
| 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 | $367,000 | 405 |
| Number of Managed Accounts | $316,000 | 374 |
| Number of Non-Managed Accounts | $51,000 | 397 |
| Total fiduciary and related assets | $242,686,000 | 396 |
| Managed Assets ($) | $201,400,000 | 374 |
| Non-managed Assets ($) | $41,286,000 | 349 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,660,000 | 379 |
| 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 | $1,256,000 | 378 |
| 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 | $375,000 | 339 |
| Number of Managed Accounts | $334,000 | 320 |
| Number of Non-Managed Accounts | $41,000 | 275 |
| Total fiduciary and related assets | $282,023,000 | 363 |
| Managed Assets ($) | $255,922,000 | 330 |
| Non-managed Assets ($) | $26,101,000 | 305 |
| Memoranda | ||
| Gross Fiduciary activities income | $882,000 | 372 |
| 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 | $349,000 | 346 |
| Number of Managed Accounts | $314,000 | 324 |
| Number of Non-Managed Accounts | $35,000 | 294 |
| Total fiduciary and related assets | $274,266,000 | 370 |
| Managed Assets ($) | $250,752,000 | 333 |
| Non-managed Assets ($) | $23,514,000 | 315 |
| Memoranda | ||
| Gross Fiduciary activities income | $496,000 | 346 |
| 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 | $369,000 | 402 |
| Number of Managed Accounts | $327,000 | 368 |
| Number of Non-Managed Accounts | $42,000 | 443 |
| Total fiduciary and related assets | $278,675,000 | 364 |
| Managed Assets ($) | $256,491,000 | 324 |
| Non-managed Assets ($) | $22,184,000 | 424 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,681,000 | 379 |
| 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 | $377,000 | 338 |
| Number of Managed Accounts | $334,000 | 315 |
| Number of Non-Managed Accounts | $43,000 | 276 |
| Total fiduciary and related assets | $287,280,000 | 370 |
| Managed Assets ($) | $263,307,000 | 334 |
| Non-managed Assets ($) | $23,973,000 | 316 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,206,000 | 384 |
| 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 | $357,000 | 343 |
| Number of Managed Accounts | $313,000 | 326 |
| Number of Non-Managed Accounts | $44,000 | 278 |
| Total fiduciary and related assets | $284,353,000 | 373 |
| Managed Assets ($) | $259,173,000 | 337 |
| Non-managed Assets ($) | $25,180,000 | 313 |
| Memoranda | ||
| Gross Fiduciary activities income | $806,000 | 387 |
| 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 | $1,082,000 | 207 |
| Number of Managed Accounts | $1,035,000 | 172 |
| Number of Non-Managed Accounts | $47,000 | 276 |
| Total fiduciary and related assets | $290,834,000 | 368 |
| Managed Assets ($) | $265,461,000 | 331 |
| Non-managed Assets ($) | $25,373,000 | 317 |
| Memoranda | ||
| Gross Fiduciary activities income | $405,000 | 390 |
| 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 | $1,076,000 | 212 |
| Number of Managed Accounts | $1,027,000 | 175 |
| Number of Non-Managed Accounts | $49,000 | 425 |
| Total fiduciary and related assets | $298,880,000 | 366 |
| Managed Assets ($) | $272,535,000 | 330 |
| Non-managed Assets ($) | $26,345,000 | 413 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,708,000 | 367 |
| 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 | $378,000 | 338 |
| Number of Managed Accounts | $334,000 | 317 |
| Number of Non-Managed Accounts | $44,000 | 270 |
| Total fiduciary and related assets | $285,701,000 | 364 |
| Managed Assets ($) | $260,995,000 | 336 |
| Non-managed Assets ($) | $24,706,000 | 315 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,281,000 | 367 |
| 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 | $351,000 | 344 |
| Number of Managed Accounts | $307,000 | 327 |
| Number of Non-Managed Accounts | $44,000 | 268 |
| Total fiduciary and related assets | $285,449,000 | 360 |
| Managed Assets ($) | $256,236,000 | 337 |
| Non-managed Assets ($) | $29,213,000 | 305 |
| Memoranda | ||
| Gross Fiduciary activities income | $858,000 | 368 |
| 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 | $351,000 | 346 |
| Number of Managed Accounts | $306,000 | 327 |
| Number of Non-Managed Accounts | $45,000 | 267 |
| Total fiduciary and related assets | $287,407,000 | 362 |
| Managed Assets ($) | $258,441,000 | 335 |
| Non-managed Assets ($) | $28,966,000 | 303 |
| Memoranda | ||
| Gross Fiduciary activities income | $433,000 | 365 |
| 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 | $359,000 | 411 |
| Number of Managed Accounts | $315,000 | 368 |
| Number of Non-Managed Accounts | $44,000 | 450 |
| Total fiduciary and related assets | $285,339,000 | 362 |
| Managed Assets ($) | $256,687,000 | 328 |
| Non-managed Assets ($) | $28,652,000 | 405 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,786,000 | 355 |
| 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 | $360,000 | 348 |
| Number of Managed Accounts | $316,000 | 321 |
| Number of Non-Managed Accounts | $44,000 | 281 |
| Total fiduciary and related assets | $289,878,000 | 353 |
| Managed Assets ($) | $261,467,000 | 321 |
| Non-managed Assets ($) | $28,411,000 | 313 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,364,000 | 352 |
| 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 | $364,000 | 349 |
| Number of Managed Accounts | $321,000 | 320 |
| Number of Non-Managed Accounts | $43,000 | 286 |
| Total fiduciary and related assets | $288,219,000 | 355 |
| Managed Assets ($) | $259,469,000 | 319 |
| Non-managed Assets ($) | $28,750,000 | 315 |
| Memoranda | ||
| Gross Fiduciary activities income | $857,000 | 364 |
| 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 | $363,000 | 348 |
| Number of Managed Accounts | $319,000 | 320 |
| Number of Non-Managed Accounts | $44,000 | 283 |
| Total fiduciary and related assets | $293,864,000 | 348 |
| Managed Assets ($) | $263,934,000 | 312 |
| Non-managed Assets ($) | $29,930,000 | 309 |
| Memoranda | ||
| Gross Fiduciary activities income | $425,000 | 361 |
| 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 | $368,000 | 411 |
| Number of Managed Accounts | $323,000 | 366 |
| Number of Non-Managed Accounts | $45,000 | 461 |
| Total fiduciary and related assets | $294,583,000 | 350 |
| Managed Assets ($) | $266,296,000 | 311 |
| Non-managed Assets ($) | $28,287,000 | 406 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,813,000 | 357 |
| 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 | $366,000 | 346 |
| Number of Managed Accounts | $321,000 | 322 |
| Number of Non-Managed Accounts | $45,000 | 277 |
| Total fiduciary and related assets | $285,628,000 | 354 |
| Managed Assets ($) | $257,685,000 | 314 |
| Non-managed Assets ($) | $27,943,000 | 312 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,362,000 | 357 |
| 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 | $373,000 | 344 |
| Number of Managed Accounts | $328,000 | 319 |
| Number of Non-Managed Accounts | $45,000 | 278 |
| Total fiduciary and related assets | $296,753,000 | 359 |
| Managed Assets ($) | $268,413,000 | 315 |
| Non-managed Assets ($) | $28,340,000 | 319 |
| Memoranda | ||
| Gross Fiduciary activities income | $928,000 | 353 |
| 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 | $383,000 | 341 |
| Number of Managed Accounts | $337,000 | 320 |
| Number of Non-Managed Accounts | $46,000 | 279 |
| Total fiduciary and related assets | $362,645,000 | 329 |
| Managed Assets ($) | $273,250,000 | 314 |
| Non-managed Assets ($) | $89,395,000 | 241 |
| Memoranda | ||
| Gross Fiduciary activities income | $469,000 | 349 |
| 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 | $383,000 | 410 |
| Number of Managed Accounts | $336,000 | 370 |
| Number of Non-Managed Accounts | $47,000 | 473 |
| Total fiduciary and related assets | $348,895,000 | 334 |
| Managed Assets ($) | $275,895,000 | 316 |
| Non-managed Assets ($) | $73,000,000 | 276 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,022,000 | 335 |
| 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 | $391,000 | 342 |
| Number of Managed Accounts | $343,000 | 319 |
| Number of Non-Managed Accounts | $48,000 | 278 |
| Total fiduciary and related assets | $375,860,000 | 317 |
| Managed Assets ($) | $303,363,000 | 301 |
| Non-managed Assets ($) | $72,497,000 | 255 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,553,000 | 330 |
| 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 | $395,000 | 340 |
| Number of Managed Accounts | $346,000 | 318 |
| Number of Non-Managed Accounts | $49,000 | 272 |
| Total fiduciary and related assets | $352,749,000 | 331 |
| Managed Assets ($) | $277,981,000 | 310 |
| Non-managed Assets ($) | $74,768,000 | 250 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,086,000 | 321 |
| 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 | $398,000 | 343 |
| Number of Managed Accounts | $351,000 | 321 |
| Number of Non-Managed Accounts | $47,000 | 278 |
| Total fiduciary and related assets | $341,712,000 | 331 |
| Managed Assets ($) | $267,406,000 | 311 |
| Non-managed Assets ($) | $74,306,000 | 249 |
| Memoranda | ||
| Gross Fiduciary activities income | $476,000 | 345 |
| 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 | $456,000 | 372 |
| Number of Managed Accounts | $409,000 | 316 |
| Number of Non-Managed Accounts | $47,000 | 480 |
| Total fiduciary and related assets | $362,808,000 | 321 |
| Managed Assets ($) | $289,511,000 | 300 |
| Non-managed Assets ($) | $73,297,000 | 274 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,749,000 | 349 |
| 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 | $746,000 | 253 |
| Number of Managed Accounts | $695,000 | 214 |
| Number of Non-Managed Accounts | $51,000 | 268 |
| Total fiduciary and related assets | $359,172,000 | 315 |
| Managed Assets ($) | $283,955,000 | 297 |
| Non-managed Assets ($) | $75,217,000 | 244 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,189,000 | 365 |
| 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 | $477,000 | 312 |
| Number of Managed Accounts | $423,000 | 278 |
| Number of Non-Managed Accounts | $54,000 | 264 |
| Total fiduciary and related assets | $358,770,000 | 307 |
| Managed Assets ($) | $282,445,000 | 290 |
| Non-managed Assets ($) | $76,325,000 | 244 |
| Memoranda | ||
| Gross Fiduciary activities income | $874,000 | 349 |
| 2013-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,096,000 | 192 |
| Number of Managed Accounts | $1,042,000 | 151 |
| Number of Non-Managed Accounts | $54,000 | 268 |
| Total fiduciary and related assets | $368,511,000 | 299 |
| Managed Assets ($) | $291,501,000 | 289 |
| Non-managed Assets ($) | $77,010,000 | 247 |
| Memoranda | ||
| Gross Fiduciary activities income | $434,000 | 345 |
| 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 | $447,000 | 383 |
| Number of Managed Accounts | $391,000 | 324 |
| Number of Non-Managed Accounts | $56,000 | 454 |
| Total fiduciary and related assets | $350,067,000 | 301 |
| Managed Assets ($) | $276,387,000 | 291 |
| Non-managed Assets ($) | $73,680,000 | 275 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,829,000 | 324 |
| 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 | $461,000 | 310 |
| Number of Managed Accounts | $406,000 | 279 |
| Number of Non-Managed Accounts | $55,000 | 256 |
| Total fiduciary and related assets | $367,275,000 | 294 |
| Managed Assets ($) | $291,863,000 | 277 |
| Non-managed Assets ($) | $75,412,000 | 240 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,343,000 | 325 |
| 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 | $611,000 | 270 |
| Number of Managed Accounts | $556,000 | 238 |
| Number of Non-Managed Accounts | $55,000 | 253 |
| Total fiduciary and related assets | $355,304,000 | 294 |
| Managed Assets ($) | $281,432,000 | 275 |
| Non-managed Assets ($) | $73,872,000 | 236 |
| Memoranda | ||
| Gross Fiduciary activities income | $865,000 | 336 |
| 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 | $429,000 | 318 |
| Number of Managed Accounts | $373,000 | 286 |
| Number of Non-Managed Accounts | $56,000 | 249 |
| Total fiduciary and related assets | $357,232,000 | 291 |
| Managed Assets ($) | $290,454,000 | 274 |
| Non-managed Assets ($) | $66,778,000 | 239 |
| Memoranda | ||
| Gross Fiduciary activities income | $412,000 | 341 |
| 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 | $430,000 | 402 |
| Number of Managed Accounts | $375,000 | 337 |
| Number of Non-Managed Accounts | $55,000 | 460 |
| Total fiduciary and related assets | $357,682,000 | 288 |
| Managed Assets ($) | $290,787,000 | 268 |
| Non-managed Assets ($) | $66,895,000 | 277 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,664,000 | 301 |
| 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 | $420,000 | 320 |
| Number of Managed Accounts | $370,000 | 288 |
| Number of Non-Managed Accounts | $50,000 | 270 |
| Total fiduciary and related assets | $328,055,000 | 288 |
| Managed Assets ($) | $278,047,000 | 267 |
| Non-managed Assets ($) | $50,008,000 | 254 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,211,000 | 305 |
| 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 | $426,000 | 320 |
| Number of Managed Accounts | $377,000 | 288 |
| Number of Non-Managed Accounts | $49,000 | 274 |
| Total fiduciary and related assets | $326,954,000 | 299 |
| Managed Assets ($) | $275,293,000 | 273 |
| Non-managed Assets ($) | $51,661,000 | 260 |
| Memoranda | ||
| Gross Fiduciary activities income | $803,000 | 311 |
| 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 | $421,000 | 328 |
| Number of Managed Accounts | $373,000 | 294 |
| Number of Non-Managed Accounts | $48,000 | 274 |
| Total fiduciary and related assets | $330,122,000 | 301 |
| Managed Assets ($) | $278,971,000 | 276 |
| Non-managed Assets ($) | $51,151,000 | 257 |
| Memoranda | ||
| Gross Fiduciary activities income | $387,000 | 319 |
| 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 | $422,000 | 414 |
| Number of Managed Accounts | $374,000 | 350 |
| Number of Non-Managed Accounts | $48,000 | 527 |
| Total fiduciary and related assets | $318,063,000 | 309 |
| Managed Assets ($) | $270,921,000 | 280 |
| Non-managed Assets ($) | $47,142,000 | 323 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,549,000 | 310 |
| 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 | $420,000 | 311 |
| Number of Managed Accounts | $374,000 | 284 |
| Number of Non-Managed Accounts | $46,000 | 271 |
| Total fiduciary and related assets | $318,332,000 | 295 |
| Managed Assets ($) | $273,533,000 | 266 |
| Non-managed Assets ($) | $44,799,000 | 266 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,144,000 | 314 |
| 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 | $425,000 | 311 |
| Number of Managed Accounts | $379,000 | 285 |
| Number of Non-Managed Accounts | $46,000 | 269 |
| Total fiduciary and related assets | $309,935,000 | 288 |
| Managed Assets ($) | $263,996,000 | 264 |
| Non-managed Assets ($) | $45,939,000 | 266 |
| Memoranda | ||
| Gross Fiduciary activities income | $756,000 | 320 |
| 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 | $428,000 | 313 |
| Number of Managed Accounts | $380,000 | 285 |
| Number of Non-Managed Accounts | $48,000 | 273 |
| Total fiduciary and related assets | $351,837,000 | 274 |
| Managed Assets ($) | $301,269,000 | 251 |
| Non-managed Assets ($) | $50,568,000 | 266 |
| Memoranda | ||
| Gross Fiduciary activities income | $386,000 | 311 |
| 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 | $426,000 | 414 |
| Number of Managed Accounts | $381,000 | 341 |
| Number of Non-Managed Accounts | $45,000 | 555 |
| Total fiduciary and related assets | $297,539,000 | 311 |
| Managed Assets ($) | $273,454,000 | 266 |
| Non-managed Assets ($) | $24,085,000 | 458 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,469,000 | 307 |
| 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 | $442,000 | 311 |
| Number of Managed Accounts | $416,000 | 270 |
| Number of Non-Managed Accounts | $26,000 | 301 |
| Total fiduciary and related assets | $283,414,000 | 312 |
| Managed Assets ($) | $278,276,000 | 260 |
| Non-managed Assets ($) | $5,138,000 | 347 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,087,000 | 304 |
| 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 | $440,000 | 314 |
| Number of Managed Accounts | $414,000 | 271 |
| Number of Non-Managed Accounts | $26,000 | 307 |
| Total fiduciary and related assets | $277,124,000 | 309 |
| Managed Assets ($) | $272,106,000 | 255 |
| Non-managed Assets ($) | $5,018,000 | 350 |
| Memoranda | ||
| Gross Fiduciary activities income | $726,000 | 309 |
| 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 | $432,000 | 316 |
| Number of Managed Accounts | $409,000 | 276 |
| Number of Non-Managed Accounts | $23,000 | 310 |
| Total fiduciary and related assets | $271,902,000 | 302 |
| Managed Assets ($) | $267,271,000 | 250 |
| Non-managed Assets ($) | $4,631,000 | 349 |
| Memoranda | ||
| Gross Fiduciary activities income | $380,000 | 295 |
| 2008-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $419,000 | 429 |
| Number of Managed Accounts | $397,000 | 332 |
| Number of Non-Managed Accounts | $22,000 | 742 |
| Total fiduciary and related assets | $267,002,000 | 315 |
| Managed Assets ($) | $262,405,000 | 265 |
| Non-managed Assets ($) | $4,597,000 | 733 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,641,000 | 296 |
| 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 | $418,000 | 333 |
| Number of Managed Accounts | $397,000 | 289 |
| Number of Non-Managed Accounts | $21,000 | 337 |
| Total fiduciary and related assets | $268,970,000 | 327 |
| Managed Assets ($) | $264,766,000 | 271 |
| Non-managed Assets ($) | $4,204,000 | 380 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,262,000 | 302 |
| 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 | $415,000 | 340 |
| Number of Managed Accounts | $394,000 | 292 |
| Number of Non-Managed Accounts | $21,000 | 339 |
| Total fiduciary and related assets | $280,717,000 | 332 |
| Managed Assets ($) | $276,239,000 | 272 |
| Non-managed Assets ($) | $4,478,000 | 383 |
| Memoranda | ||
| Gross Fiduciary activities income | $883,000 | 303 |
| 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 | $415,000 | 342 |
| Number of Managed Accounts | $395,000 | 294 |
| Number of Non-Managed Accounts | $20,000 | 345 |
| Total fiduciary and related assets | $266,991,000 | 351 |
| Managed Assets ($) | $262,343,000 | 289 |
| Non-managed Assets ($) | $4,648,000 | 390 |
| Memoranda | ||
| Gross Fiduciary activities income | $465,000 | 292 |
| 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 | $405,000 | 444 |
| Number of Managed Accounts | $387,000 | 338 |
| Number of Non-Managed Accounts | $18,000 | 790 |
| Total fiduciary and related assets | $275,460,000 | 350 |
| Managed Assets ($) | $271,438,000 | 287 |
| Non-managed Assets ($) | $4,022,000 | 801 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,595,000 | 315 |
| 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 | $1,114,000 | 327 |
| 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 | $736,000 | 333 |
| 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 | $349,000 | 345 |
| 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 | $414,000 | 422 |
| Number of Managed Accounts | $403,000 | 324 |
| Number of Non-Managed Accounts | $11,000 | 924 |
| Total fiduciary and related assets | $238,967,000 | 380 |
| Managed Assets ($) | $236,165,000 | 317 |
| Non-managed Assets ($) | $2,802,000 | 863 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,429,000 | 330 |
| 2006-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 432 |
| Number of Managed Accounts | $0 | 409 |
| Number of Non-Managed Accounts | $0 | 409 |
| Total fiduciary and related assets | $0 | 431 |
| Managed Assets ($) | $0 | 409 |
| Non-managed Assets ($) | $0 | 408 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,064,000 | 334 |
| 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 | $690,000 | 344 |
| 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 | $366,000 | 326 |
| 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 | $455,000 | 412 |
| Number of Managed Accounts | $444,000 | 315 |
| Number of Non-Managed Accounts | $11,000 | 969 |
| Total fiduciary and related assets | $219,453,000 | 398 |
| Managed Assets ($) | $212,827,000 | 328 |
| Non-managed Assets ($) | $6,626,000 | 724 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,372,000 | 339 |
| 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 | $476,000 | 318 |
| Number of Managed Accounts | $464,000 | 270 |
| Number of Non-Managed Accounts | $12,000 | 368 |
| Total fiduciary and related assets | $230,570,000 | 357 |
| Managed Assets ($) | $211,559,000 | 306 |
| Non-managed Assets ($) | $19,011,000 | 327 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,007,000 | 335 |
| 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 | $494,000 | 316 |
| Number of Managed Accounts | $481,000 | 268 |
| Number of Non-Managed Accounts | $13,000 | 381 |
| Total fiduciary and related assets | $200,621,000 | 374 |
| Managed Assets ($) | $180,751,000 | 331 |
| Non-managed Assets ($) | $19,870,000 | 334 |
| Memoranda | ||
| Gross Fiduciary activities income | $646,000 | 339 |
| 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 | $511,000 | 315 |
| Number of Managed Accounts | $499,000 | 264 |
| Number of Non-Managed Accounts | $12,000 | 385 |
| Total fiduciary and related assets | $196,414,000 | 378 |
| Managed Assets ($) | $176,152,000 | 333 |
| Non-managed Assets ($) | $20,262,000 | 337 |
| Memoranda | ||
| Gross Fiduciary activities income | $315,000 | 343 |
| 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 | $400,000 | 443 |
| Number of Managed Accounts | $322,000 | 385 |
| Number of Non-Managed Accounts | $78,000 | 463 |
| Total fiduciary and related assets | $320,692,000 | 317 |
| Managed Assets ($) | $155,261,000 | 379 |
| Non-managed Assets ($) | $165,431,000 | 212 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,160,000 | 350 |
| 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 | $405,000 | 334 |
| Number of Managed Accounts | $327,000 | 307 |
| Number of Non-Managed Accounts | $78,000 | 268 |
| Total fiduciary and related assets | $302,423,000 | 317 |
| Managed Assets ($) | $147,730,000 | 329 |
| Non-managed Assets ($) | $154,693,000 | 211 |
| Memoranda | ||
| Gross Fiduciary activities income | $878,000 | 357 |
| 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 | $414,000 | 338 |
| Number of Managed Accounts | $331,000 | 308 |
| Number of Non-Managed Accounts | $83,000 | 274 |
| Total fiduciary and related assets | $307,371,000 | 317 |
| Managed Assets ($) | $143,558,000 | 336 |
| Non-managed Assets ($) | $163,813,000 | 207 |
| Memoranda | ||
| Gross Fiduciary activities income | $558,000 | 364 |
| 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 | $405,000 | 342 |
| Number of Managed Accounts | $322,000 | 312 |
| Number of Non-Managed Accounts | $83,000 | 276 |
| Total fiduciary and related assets | $293,337,000 | 329 |
| Managed Assets ($) | $143,305,000 | 345 |
| Non-managed Assets ($) | $150,032,000 | 215 |
| Memoranda | ||
| Gross Fiduciary activities income | $254,000 | 379 |
| 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 | $414,000 | 449 |
| Number of Managed Accounts | $318,000 | 392 |
| Number of Non-Managed Accounts | $96,000 | 441 |
| Total fiduciary and related assets | $293,101,000 | 339 |
| Managed Assets ($) | $135,772,000 | 403 |
| Non-managed Assets ($) | $157,329,000 | 222 |
| Memoranda | ||
| Gross Fiduciary activities income | $916,000 | 398 |
| 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 | $430,000 | 352 |
| Number of Managed Accounts | $332,000 | 313 |
| Number of Non-Managed Accounts | $98,000 | 274 |
| Total fiduciary and related assets | $279,303,000 | 345 |
| Managed Assets ($) | $132,824,000 | 345 |
| Non-managed Assets ($) | $146,479,000 | 226 |
| Memoranda | ||
| Gross Fiduciary activities income | $637,000 | 419 |
| 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 | $448,000 | 352 |
| Number of Managed Accounts | $342,000 | 313 |
| Number of Non-Managed Accounts | $106,000 | 276 |
| Total fiduciary and related assets | $278,208,000 | 346 |
| Managed Assets ($) | $129,027,000 | 351 |
| Non-managed Assets ($) | $149,181,000 | 222 |
| Memoranda | ||
| Gross Fiduciary activities income | $365,000 | 458 |
| 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 | $439,000 | 360 |
| Number of Managed Accounts | $333,000 | 326 |
| Number of Non-Managed Accounts | $106,000 | 283 |
| Total fiduciary and related assets | $216,303,000 | 379 |
| Managed Assets ($) | $85,681,000 | 381 |
| Non-managed Assets ($) | $130,622,000 | 232 |
| Memoranda | ||
| Gross Fiduciary activities income | $350,000 | 338 |
| 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 | $452,000 | 439 |
| Number of Managed Accounts | $336,000 | 398 |
| Number of Non-Managed Accounts | $116,000 | 396 |
| Total fiduciary and related assets | $257,408,000 | 363 |
| Managed Assets ($) | $109,883,000 | 448 |
| Non-managed Assets ($) | $147,525,000 | 229 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,715,000 | 309 |
| 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 | $484,000 | 395 |
| Number of Managed Accounts | $346,000 | 370 |
| Number of Non-Managed Accounts | $138,000 | 349 |
| Total fiduciary and related assets | $245,131,000 | 362 |
| Managed Assets ($) | $121,210,000 | 416 |
| Non-managed Assets ($) | $123,921,000 | 223 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,777,000 | 308 |
| 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 | $1,623,000 | 325 |
| 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 | $1,532,000 | 371 |
| 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 | $1,585,000 | 362 |
| 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 | $294,000 | 812 |
| 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 |
| 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 | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |