| 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 | $522,000 | 303 |
| Number of Managed Accounts | $20,000 | 361 |
| Number of Non-Managed Accounts | $502,000 | 83 |
| Total fiduciary and related assets | $311,651,000 | 357 |
| Managed Assets ($) | $3,296,000 | 369 |
| Non-managed Assets ($) | $308,355,000 | 184 |
| Memoranda |
| Gross Fiduciary activities income | $3,753,000 | 167 |
| 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 | $535,000 | 362 |
| Number of Managed Accounts | $22,000 | 716 |
| Number of Non-Managed Accounts | $513,000 | 89 |
| Total fiduciary and related assets | $321,388,000 | 416 |
| Managed Assets ($) | $5,331,000 | 791 |
| Non-managed Assets ($) | $316,057,000 | 189 |
| Memoranda |
| Gross Fiduciary activities income | $14,473,000 | 160 |
| 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 | $550,000 | 302 |
| Number of Managed Accounts | $23,000 | 360 |
| Number of Non-Managed Accounts | $527,000 | 84 |
| Total fiduciary and related assets | $329,123,000 | 356 |
| Managed Assets ($) | $3,711,000 | 367 |
| Non-managed Assets ($) | $325,412,000 | 176 |
| Memoranda |
| Gross Fiduciary activities income | $10,631,000 | 165 |
| 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 | $568,000 | 339 |
| Number of Managed Accounts | $21,000 | 440 |
| Number of Non-Managed Accounts | $547,000 | 81 |
| Total fiduciary and related assets | $314,391,000 | 420 |
| Managed Assets ($) | $3,546,000 | 446 |
| Non-managed Assets ($) | $310,845,000 | 184 |
| Memoranda |
| Gross Fiduciary activities income | $6,957,000 | 170 |
| 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 | $586,000 | 300 |
| Number of Managed Accounts | $26,000 | 365 |
| Number of Non-Managed Accounts | $560,000 | 78 |
| Total fiduciary and related assets | $328,883,000 | 357 |
| Managed Assets ($) | $3,600,000 | 371 |
| Non-managed Assets ($) | $325,283,000 | 176 |
| Memoranda |
| Gross Fiduciary activities income | $3,402,000 | 156 |
| 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 | $593,000 | 334 |
| Number of Managed Accounts | $22,000 | 726 |
| Number of Non-Managed Accounts | $571,000 | 82 |
| Total fiduciary and related assets | $312,369,000 | 415 |
| Managed Assets ($) | $3,981,000 | 825 |
| Non-managed Assets ($) | $308,388,000 | 183 |
| Memoranda |
| Gross Fiduciary activities income | $12,460,000 | 154 |
| 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 | $603,000 | 282 |
| Number of Managed Accounts | $25,000 | 354 |
| Number of Non-Managed Accounts | $578,000 | 77 |
| Total fiduciary and related assets | $287,707,000 | 348 |
| Managed Assets ($) | $4,305,000 | 360 |
| Non-managed Assets ($) | $283,402,000 | 178 |
| Memoranda |
| Gross Fiduciary activities income | $9,196,000 | 153 |
| 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 | $625,000 | 306 |
| Number of Managed Accounts | $24,000 | 426 |
| Number of Non-Managed Accounts | $601,000 | 80 |
| Total fiduciary and related assets | $296,558,000 | 411 |
| Managed Assets ($) | $4,343,000 | 433 |
| Non-managed Assets ($) | $292,215,000 | 179 |
| Memoranda |
| Gross Fiduciary activities income | $6,016,000 | 156 |
| 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 | $645,000 | 281 |
| Number of Managed Accounts | $30,000 | 363 |
| Number of Non-Managed Accounts | $615,000 | 80 |
| Total fiduciary and related assets | $289,968,000 | 357 |
| Managed Assets ($) | $3,403,000 | 369 |
| Non-managed Assets ($) | $286,565,000 | 181 |
| Memoranda |
| Gross Fiduciary activities income | $2,946,000 | 160 |
| 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 | $655,000 | 323 |
| Number of Managed Accounts | $22,000 | 757 |
| Number of Non-Managed Accounts | $633,000 | 83 |
| Total fiduciary and related assets | $277,967,000 | 431 |
| Managed Assets ($) | $3,736,000 | 847 |
| Non-managed Assets ($) | $274,231,000 | 189 |
| Memoranda |
| Gross Fiduciary activities income | $11,896,000 | 159 |
| 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 | $674,000 | 283 |
| Number of Managed Accounts | $23,000 | 379 |
| Number of Non-Managed Accounts | $651,000 | 75 |
| Total fiduciary and related assets | $263,764,000 | 368 |
| Managed Assets ($) | $3,581,000 | 384 |
| Non-managed Assets ($) | $260,183,000 | 188 |
| Memoranda |
| Gross Fiduciary activities income | $9,039,000 | 159 |
| 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 | $689,000 | 268 |
| Number of Managed Accounts | $23,000 | 415 |
| Number of Non-Managed Accounts | $666,000 | 67 |
| Total fiduciary and related assets | $279,547,000 | 375 |
| Managed Assets ($) | $27,837,000 | 418 |
| Non-managed Assets ($) | $251,710,000 | 165 |
| Memoranda |
| Gross Fiduciary activities income | $6,143,000 | 134 |
| 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 | $705,000 | 246 |
| Number of Managed Accounts | $25,000 | 343 |
| Number of Non-Managed Accounts | $680,000 | 64 |
| Total fiduciary and related assets | $311,810,000 | 322 |
| Managed Assets ($) | $28,408,000 | 346 |
| Non-managed Assets ($) | $283,402,000 | 159 |
| Memoranda |
| Gross Fiduciary activities income | $3,154,000 | 133 |
| 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 | $718,000 | 273 |
| Number of Managed Accounts | $24,000 | 723 |
| Number of Non-Managed Accounts | $694,000 | 66 |
| Total fiduciary and related assets | $324,633,000 | 379 |
| Managed Assets ($) | $28,718,000 | 669 |
| Non-managed Assets ($) | $295,915,000 | 171 |
| Memoranda |
| Gross Fiduciary activities income | $12,246,000 | 135 |
| 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 | $722,000 | 246 |
| Number of Managed Accounts | $24,000 | 330 |
| Number of Non-Managed Accounts | $698,000 | 63 |
| Total fiduciary and related assets | $309,416,000 | 322 |
| Managed Assets ($) | $26,436,000 | 329 |
| Non-managed Assets ($) | $282,980,000 | 162 |
| Memoranda |
| Gross Fiduciary activities income | $8,986,000 | 137 |
| 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 | $724,000 | 264 |
| Number of Managed Accounts | $24,000 | 395 |
| Number of Non-Managed Accounts | $700,000 | 65 |
| Total fiduciary and related assets | $301,451,000 | 380 |
| Managed Assets ($) | $26,179,000 | 395 |
| Non-managed Assets ($) | $275,272,000 | 168 |
| Memoranda |
| Gross Fiduciary activities income | $5,838,000 | 135 |
| 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 | $739,000 | 243 |
| Number of Managed Accounts | $30,000 | 332 |
| Number of Non-Managed Accounts | $709,000 | 65 |
| Total fiduciary and related assets | $284,674,000 | 327 |
| Managed Assets ($) | $25,998,000 | 331 |
| Non-managed Assets ($) | $258,676,000 | 164 |
| Memoranda |
| Gross Fiduciary activities income | $2,830,000 | 141 |
| 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 | $756,000 | 261 |
| Number of Managed Accounts | $35,000 | 694 |
| Number of Non-Managed Accounts | $721,000 | 74 |
| Total fiduciary and related assets | $274,006,000 | 389 |
| Managed Assets ($) | $23,824,000 | 686 |
| Non-managed Assets ($) | $250,182,000 | 171 |
| Memoranda |
| Gross Fiduciary activities income | $9,987,000 | 142 |
| 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 | $776,000 | 237 |
| Number of Managed Accounts | $38,000 | 333 |
| Number of Non-Managed Accounts | $738,000 | 67 |
| Total fiduciary and related assets | $249,341,000 | 325 |
| Managed Assets ($) | $22,178,000 | 332 |
| Non-managed Assets ($) | $227,163,000 | 169 |
| Memoranda |
| Gross Fiduciary activities income | $7,298,000 | 143 |
| 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 | $789,000 | 248 |
| Number of Managed Accounts | $38,000 | 391 |
| Number of Non-Managed Accounts | $751,000 | 69 |
| Total fiduciary and related assets | $244,609,000 | 382 |
| Managed Assets ($) | $21,323,000 | 389 |
| Non-managed Assets ($) | $223,286,000 | 172 |
| Memoranda |
| Gross Fiduciary activities income | $4,727,000 | 146 |
| 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 | $812,000 | 229 |
| Number of Managed Accounts | $38,000 | 336 |
| Number of Non-Managed Accounts | $774,000 | 67 |
| Total fiduciary and related assets | $219,809,000 | 332 |
| Managed Assets ($) | $20,414,000 | 334 |
| Non-managed Assets ($) | $199,395,000 | 170 |
| Memoranda |
| Gross Fiduciary activities income | $2,440,000 | 145 |
| 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 | $804,000 | 252 |
| Number of Managed Accounts | $38,000 | 700 |
| Number of Non-Managed Accounts | $766,000 | 74 |
| Total fiduciary and related assets | $256,372,000 | 391 |
| Managed Assets ($) | $22,558,000 | 695 |
| Non-managed Assets ($) | $233,814,000 | 167 |
| Memoranda |
| Gross Fiduciary activities income | $9,671,000 | 143 |
| 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 | $808,000 | 235 |
| Number of Managed Accounts | $41,000 | 344 |
| Number of Non-Managed Accounts | $767,000 | 71 |
| Total fiduciary and related assets | $246,528,000 | 335 |
| Managed Assets ($) | $21,082,000 | 342 |
| Non-managed Assets ($) | $225,446,000 | 165 |
| Memoranda |
| Gross Fiduciary activities income | $7,120,000 | 144 |
| 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 | $819,000 | 238 |
| Number of Managed Accounts | $40,000 | 381 |
| Number of Non-Managed Accounts | $779,000 | 73 |
| Total fiduciary and related assets | $243,557,000 | 376 |
| Managed Assets ($) | $21,503,000 | 381 |
| Non-managed Assets ($) | $222,054,000 | 167 |
| Memoranda |
| Gross Fiduciary activities income | $4,668,000 | 147 |
| 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 | $817,000 | 240 |
| Number of Managed Accounts | $36,000 | 386 |
| Number of Non-Managed Accounts | $781,000 | 71 |
| Total fiduciary and related assets | $240,208,000 | 381 |
| Managed Assets ($) | $20,075,000 | 388 |
| Non-managed Assets ($) | $220,133,000 | 166 |
| Memoranda |
| Gross Fiduciary activities income | $2,278,000 | 146 |
| 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 | $822,000 | 252 |
| Number of Managed Accounts | $27,000 | 770 |
| Number of Non-Managed Accounts | $795,000 | 78 |
| Total fiduciary and related assets | $219,008,000 | 408 |
| Managed Assets ($) | $17,412,000 | 739 |
| Non-managed Assets ($) | $201,596,000 | 174 |
| Memoranda |
| Gross Fiduciary activities income | $9,162,000 | 151 |
| 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 | $822,000 | 241 |
| Number of Managed Accounts | $29,000 | 392 |
| Number of Non-Managed Accounts | $793,000 | 71 |
| Total fiduciary and related assets | $233,951,000 | 384 |
| Managed Assets ($) | $17,706,000 | 391 |
| Non-managed Assets ($) | $216,245,000 | 174 |
| Memoranda |
| Gross Fiduciary activities income | $6,880,000 | 149 |
| 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 | $833,000 | 241 |
| Number of Managed Accounts | $35,000 | 394 |
| Number of Non-Managed Accounts | $798,000 | 70 |
| Total fiduciary and related assets | $231,206,000 | 387 |
| Managed Assets ($) | $18,038,000 | 393 |
| Non-managed Assets ($) | $213,168,000 | 179 |
| Memoranda |
| Gross Fiduciary activities income | $4,574,000 | 150 |
| 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 | $845,000 | 240 |
| Number of Managed Accounts | $35,000 | 395 |
| Number of Non-Managed Accounts | $810,000 | 70 |
| Total fiduciary and related assets | $236,236,000 | 389 |
| Managed Assets ($) | $17,932,000 | 394 |
| Non-managed Assets ($) | $218,304,000 | 176 |
| Memoranda |
| Gross Fiduciary activities income | $2,292,000 | 152 |
| 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 | $854,000 | 253 |
| Number of Managed Accounts | $36,000 | 756 |
| Number of Non-Managed Accounts | $818,000 | 79 |
| Total fiduciary and related assets | $239,581,000 | 403 |
| Managed Assets ($) | $17,095,000 | 768 |
| Non-managed Assets ($) | $222,486,000 | 176 |
| Memoranda |
| Gross Fiduciary activities income | $5,756,000 | 193 |
| 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 | $862,000 | 239 |
| Number of Managed Accounts | $32,000 | 386 |
| Number of Non-Managed Accounts | $830,000 | 68 |
| Total fiduciary and related assets | $233,457,000 | 384 |
| Managed Assets ($) | $15,381,000 | 386 |
| Non-managed Assets ($) | $218,076,000 | 181 |
| Memoranda |
| Gross Fiduciary activities income | $3,411,000 | 221 |
| 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 | $864,000 | 240 |
| Number of Managed Accounts | $34,000 | 388 |
| Number of Non-Managed Accounts | $830,000 | 69 |
| Total fiduciary and related assets | $232,432,000 | 383 |
| Managed Assets ($) | $15,221,000 | 388 |
| Non-managed Assets ($) | $217,211,000 | 178 |
| Memoranda |
| Gross Fiduciary activities income | $1,135,000 | 317 |
| 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 | $859,000 | 239 |
| Number of Managed Accounts | $36,000 | 391 |
| Number of Non-Managed Accounts | $823,000 | 67 |
| Total fiduciary and related assets | $229,930,000 | 387 |
| Managed Assets ($) | $15,011,000 | 391 |
| Non-managed Assets ($) | $214,919,000 | 174 |
| Memoranda |
| Gross Fiduciary activities income | $2,191,000 | 140 |
| 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 | $867,000 | 243 |
| Number of Managed Accounts | $33,000 | 798 |
| Number of Non-Managed Accounts | $834,000 | 71 |
| Total fiduciary and related assets | $213,581,000 | 413 |
| Managed Assets ($) | $4,197,000 | 949 |
| Non-managed Assets ($) | $209,384,000 | 168 |
| Memoranda |
| Gross Fiduciary activities income | $10,172,000 | 121 |
| 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 | $878,000 | 233 |
| Number of Managed Accounts | $25,000 | 396 |
| Number of Non-Managed Accounts | $853,000 | 65 |
| Total fiduciary and related assets | $213,040,000 | 384 |
| Managed Assets ($) | $3,213,000 | 398 |
| Non-managed Assets ($) | $209,827,000 | 167 |
| Memoranda |
| Gross Fiduciary activities income | $8,014,000 | 118 |
| 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 | $877,000 | 235 |
| Number of Managed Accounts | $28,000 | 399 |
| Number of Non-Managed Accounts | $849,000 | 66 |
| Total fiduciary and related assets | $206,863,000 | 388 |
| Managed Assets ($) | $3,886,000 | 401 |
| Non-managed Assets ($) | $202,977,000 | 172 |
| Memoranda |
| Gross Fiduciary activities income | $5,959,000 | 113 |
| 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 | $882,000 | 230 |
| Number of Managed Accounts | $28,000 | 399 |
| Number of Non-Managed Accounts | $854,000 | 66 |
| Total fiduciary and related assets | $202,791,000 | 388 |
| Managed Assets ($) | $3,366,000 | 402 |
| Non-managed Assets ($) | $199,425,000 | 171 |
| Memoranda |
| Gross Fiduciary activities income | $2,878,000 | 114 |
| 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 | $888,000 | 240 |
| Number of Managed Accounts | $28,000 | 839 |
| Number of Non-Managed Accounts | $860,000 | 70 |
| Total fiduciary and related assets | $203,019,000 | 423 |
| Managed Assets ($) | $3,714,000 | 984 |
| Non-managed Assets ($) | $199,305,000 | 170 |
| Memoranda |
| Gross Fiduciary activities income | $12,104,000 | 112 |
| 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 | $893,000 | 229 |
| Number of Managed Accounts | $29,000 | 393 |
| Number of Non-Managed Accounts | $864,000 | 66 |
| Total fiduciary and related assets | $196,527,000 | 389 |
| Managed Assets ($) | $3,528,000 | 397 |
| Non-managed Assets ($) | $192,999,000 | 173 |
| Memoranda |
| Gross Fiduciary activities income | $9,146,000 | 110 |
| 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 | $892,000 | 231 |
| Number of Managed Accounts | $28,000 | 397 |
| Number of Non-Managed Accounts | $864,000 | 66 |
| Total fiduciary and related assets | $204,108,000 | 393 |
| Managed Assets ($) | $3,824,000 | 401 |
| Non-managed Assets ($) | $200,284,000 | 173 |
| Memoranda |
| Gross Fiduciary activities income | $6,129,000 | 112 |
| 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 | $894,000 | 228 |
| Number of Managed Accounts | $30,000 | 395 |
| Number of Non-Managed Accounts | $864,000 | 69 |
| Total fiduciary and related assets | $206,562,000 | 394 |
| Managed Assets ($) | $4,609,000 | 398 |
| Non-managed Assets ($) | $201,953,000 | 176 |
| Memoranda |
| Gross Fiduciary activities income | $3,027,000 | 112 |
| 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 | $888,000 | 240 |
| Number of Managed Accounts | $31,000 | 854 |
| Number of Non-Managed Accounts | $857,000 | 75 |
| Total fiduciary and related assets | $202,726,000 | 429 |
| Managed Assets ($) | $5,024,000 | 986 |
| Non-managed Assets ($) | $197,702,000 | 174 |
| Memoranda |
| Gross Fiduciary activities income | $11,596,000 | 113 |
| 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 | $884,000 | 232 |
| Number of Managed Accounts | $28,000 | 394 |
| Number of Non-Managed Accounts | $856,000 | 70 |
| Total fiduciary and related assets | $198,443,000 | 391 |
| Managed Assets ($) | $5,656,000 | 397 |
| Non-managed Assets ($) | $192,787,000 | 175 |
| Memoranda |
| Gross Fiduciary activities income | $8,549,000 | 112 |
| 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 | $901,000 | 227 |
| Number of Managed Accounts | $29,000 | 395 |
| Number of Non-Managed Accounts | $872,000 | 69 |
| Total fiduciary and related assets | $202,149,000 | 391 |
| Managed Assets ($) | $5,534,000 | 397 |
| Non-managed Assets ($) | $196,615,000 | 174 |
| Memoranda |
| Gross Fiduciary activities income | $5,646,000 | 111 |
| 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 | $905,000 | 229 |
| Number of Managed Accounts | $32,000 | 399 |
| Number of Non-Managed Accounts | $873,000 | 72 |
| Total fiduciary and related assets | $200,484,000 | 394 |
| Managed Assets ($) | $6,575,000 | 403 |
| Non-managed Assets ($) | $193,909,000 | 175 |
| Memoranda |
| Gross Fiduciary activities income | $2,793,000 | 112 |
| 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 | $908,000 | 235 |
| Number of Managed Accounts | $23,000 | 925 |
| Number of Non-Managed Accounts | $885,000 | 78 |
| Total fiduciary and related assets | $196,832,000 | 423 |
| Managed Assets ($) | $3,946,000 | 1,031 |
| Non-managed Assets ($) | $192,886,000 | 176 |
| Memoranda |
| Gross Fiduciary activities income | $10,726,000 | 113 |
| 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 | $907,000 | 222 |
| Number of Managed Accounts | $23,000 | 378 |
| Number of Non-Managed Accounts | $884,000 | 72 |
| Total fiduciary and related assets | $189,140,000 | 372 |
| Managed Assets ($) | $3,753,000 | 383 |
| Non-managed Assets ($) | $185,387,000 | 174 |
| Memoranda |
| Gross Fiduciary activities income | $7,928,000 | 113 |
| 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 | $897,000 | 220 |
| Number of Managed Accounts | $20,000 | 380 |
| Number of Non-Managed Accounts | $877,000 | 72 |
| Total fiduciary and related assets | $182,924,000 | 373 |
| Managed Assets ($) | $3,192,000 | 386 |
| Non-managed Assets ($) | $179,732,000 | 180 |
| Memoranda |
| Gross Fiduciary activities income | $5,207,000 | 114 |
| 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 | $892,000 | 223 |
| Number of Managed Accounts | $20,000 | 382 |
| Number of Non-Managed Accounts | $872,000 | 73 |
| Total fiduciary and related assets | $185,214,000 | 374 |
| Managed Assets ($) | $3,426,000 | 388 |
| Non-managed Assets ($) | $181,788,000 | 179 |
| Memoranda |
| Gross Fiduciary activities income | $2,563,000 | 115 |
| 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 | $1,013,000 | 207 |
| Number of Managed Accounts | $40,000 | 844 |
| Number of Non-Managed Accounts | $973,000 | 75 |
| Total fiduciary and related assets | $175,683,000 | 438 |
| Managed Assets ($) | $3,153,000 | 1,069 |
| Non-managed Assets ($) | $172,530,000 | 187 |
| Memoranda |
| Gross Fiduciary activities income | $8,852,000 | 121 |
| 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 | $1,020,000 | 195 |
| Number of Managed Accounts | $38,000 | 361 |
| Number of Non-Managed Accounts | $982,000 | 65 |
| Total fiduciary and related assets | $173,778,000 | 363 |
| Managed Assets ($) | $2,578,000 | 367 |
| Non-managed Assets ($) | $171,200,000 | 180 |
| Memoranda |
| Gross Fiduciary activities income | $6,514,000 | 121 |
| 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 | $1,017,000 | 194 |
| Number of Managed Accounts | $36,000 | 361 |
| Number of Non-Managed Accounts | $981,000 | 63 |
| Total fiduciary and related assets | $169,265,000 | 359 |
| Managed Assets ($) | $3,231,000 | 366 |
| Non-managed Assets ($) | $166,034,000 | 183 |
| Memoranda |
| Gross Fiduciary activities income | $4,329,000 | 122 |
| 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 | $1,005,000 | 198 |
| Number of Managed Accounts | $20,000 | 363 |
| Number of Non-Managed Accounts | $985,000 | 63 |
| Total fiduciary and related assets | $171,485,000 | 360 |
| Managed Assets ($) | $894,000 | 374 |
| Non-managed Assets ($) | $170,591,000 | 173 |
| Memoranda |
| Gross Fiduciary activities income | $2,170,000 | 121 |
| 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 | $1,006,000 | 209 |
| Number of Managed Accounts | $20,000 | 987 |
| Number of Non-Managed Accounts | $986,000 | 66 |
| Total fiduciary and related assets | $168,415,000 | 428 |
| Managed Assets ($) | $1,521,000 | 1,174 |
| Non-managed Assets ($) | $166,894,000 | 176 |
| Memoranda |
| Gross Fiduciary activities income | $8,594,000 | 107 |
| 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 | $1,018,000 | 197 |
| Number of Managed Accounts | $16,000 | 377 |
| Number of Non-Managed Accounts | $1,002,000 | 60 |
| Total fiduciary and related assets | $162,042,000 | 358 |
| Managed Assets ($) | $1,210,000 | 389 |
| Non-managed Assets ($) | $160,832,000 | 175 |
| Memoranda |
| Gross Fiduciary activities income | $6,489,000 | 105 |
| 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 | $1,035,000 | 198 |
| Number of Managed Accounts | $7,000 | 387 |
| Number of Non-Managed Accounts | $1,028,000 | 61 |
| Total fiduciary and related assets | $177,177,000 | 361 |
| Managed Assets ($) | $538,000 | 396 |
| Non-managed Assets ($) | $176,639,000 | 172 |
| Memoranda |
| Gross Fiduciary activities income | $4,350,000 | 107 |
| 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 | $1,049,000 | 196 |
| Number of Managed Accounts | $7,000 | 392 |
| Number of Non-Managed Accounts | $1,042,000 | 62 |
| Total fiduciary and related assets | $176,135,000 | 366 |
| Managed Assets ($) | $529,000 | 404 |
| Non-managed Assets ($) | $175,606,000 | 174 |
| Memoranda |
| Gross Fiduciary activities income | $2,134,000 | 106 |
| 2010-12-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,053,000 | 209 |
| Number of Managed Accounts | $7,000 | 1,193 |
| Number of Non-Managed Accounts | $1,046,000 | 70 |
| Total fiduciary and related assets | $171,755,000 | 441 |
| Managed Assets ($) | $503,000 | 1,320 |
| Non-managed Assets ($) | $171,252,000 | 180 |
| Memoranda |
| Gross Fiduciary activities income | $7,735,000 | 108 |
| 2010-09-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,063,000 | 194 |
| Number of Managed Accounts | $7,000 | 382 |
| Number of Non-Managed Accounts | $1,056,000 | 66 |
| Total fiduciary and related assets | $165,199,000 | 357 |
| Managed Assets ($) | $470,000 | 387 |
| Non-managed Assets ($) | $164,729,000 | 180 |
| Memoranda |
| Gross Fiduciary activities income | $5,717,000 | 109 |
| 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 | $1,104,000 | 185 |
| Number of Managed Accounts | $8,000 | 382 |
| Number of Non-Managed Accounts | $1,096,000 | 66 |
| Total fiduciary and related assets | $158,074,000 | 357 |
| Managed Assets ($) | $489,000 | 387 |
| Non-managed Assets ($) | $157,585,000 | 180 |
| Memoranda |
| Gross Fiduciary activities income | $3,812,000 | 109 |
| 2010-03-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,116,000 | 182 |
| Number of Managed Accounts | $9,000 | 387 |
| Number of Non-Managed Accounts | $1,107,000 | 65 |
| Total fiduciary and related assets | $168,085,000 | 365 |
| Managed Assets ($) | $560,000 | 392 |
| Non-managed Assets ($) | $167,525,000 | 181 |
| Memoranda |
| Gross Fiduciary activities income | $1,891,000 | 109 |
| 2009-12-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,107,000 | 198 |
| Number of Managed Accounts | $10,000 | 1,183 |
| Number of Non-Managed Accounts | $1,097,000 | 75 |
| Total fiduciary and related assets | $163,488,000 | 443 |
| Managed Assets ($) | $577,000 | 1,347 |
| Non-managed Assets ($) | $162,911,000 | 186 |
| Memoranda |
| Gross Fiduciary activities income | $6,846,000 | 117 |
| 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 | $1,141,000 | 181 |
| Number of Managed Accounts | $11,000 | 375 |
| Number of Non-Managed Accounts | $1,130,000 | 68 |
| Total fiduciary and related assets | $163,993,000 | 350 |
| Managed Assets ($) | $803,000 | 382 |
| Non-managed Assets ($) | $163,190,000 | 170 |
| Memoranda |
| Gross Fiduciary activities income | $4,950,000 | 118 |
| 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 | $1,158,000 | 179 |
| Number of Managed Accounts | $11,000 | 382 |
| Number of Non-Managed Accounts | $1,147,000 | 64 |
| Total fiduciary and related assets | $151,601,000 | 355 |
| Managed Assets ($) | $586,000 | 389 |
| Non-managed Assets ($) | $151,015,000 | 173 |
| Memoranda |
| Gross Fiduciary activities income | $3,182,000 | 123 |
| 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 | $1,193,000 | 175 |
| Number of Managed Accounts | $13,000 | 382 |
| Number of Non-Managed Accounts | $1,180,000 | 60 |
| Total fiduciary and related assets | $142,600,000 | 356 |
| Managed Assets ($) | $552,000 | 390 |
| Non-managed Assets ($) | $142,048,000 | 174 |
| Memoranda |
| Gross Fiduciary activities income | $1,556,000 | 122 |
| 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 | $1,193,000 | 191 |
| Number of Managed Accounts | $7,000 | 1,272 |
| Number of Non-Managed Accounts | $1,186,000 | 72 |
| Total fiduciary and related assets | $153,385,000 | 441 |
| Managed Assets ($) | $284,000 | 1,421 |
| Non-managed Assets ($) | $153,101,000 | 178 |
| Memoranda |
| Gross Fiduciary activities income | $9,718,000 | 102 |
| 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 | $1,191,000 | 177 |
| Number of Managed Accounts | $9,000 | 411 |
| Number of Non-Managed Accounts | $1,182,000 | 64 |
| Total fiduciary and related assets | $203,772,000 | 369 |
| Managed Assets ($) | $1,066,000 | 415 |
| Non-managed Assets ($) | $202,706,000 | 166 |
| Memoranda |
| Gross Fiduciary activities income | $7,970,000 | 100 |
| 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 | $2,237,000 | 106 |
| Number of Managed Accounts | $14,000 | 414 |
| Number of Non-Managed Accounts | $2,223,000 | 49 |
| Total fiduciary and related assets | $932,585,000 | 181 |
| Managed Assets ($) | $2,047,000 | 418 |
| Non-managed Assets ($) | $930,538,000 | 100 |
| Memoranda |
| Gross Fiduciary activities income | $5,672,000 | 97 |
| 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 | $2,227,000 | 107 |
| Number of Managed Accounts | $15,000 | 418 |
| Number of Non-Managed Accounts | $2,212,000 | 45 |
| Total fiduciary and related assets | $921,891,000 | 184 |
| Managed Assets ($) | $1,629,000 | 425 |
| Non-managed Assets ($) | $920,262,000 | 107 |
| Memoranda |
| Gross Fiduciary activities income | $2,463,000 | 106 |
| 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 | $2,231,000 | 109 |
| Number of Managed Accounts | $11,000 | 1,237 |
| Number of Non-Managed Accounts | $2,220,000 | 50 |
| Total fiduciary and related assets | $1,017,962,000 | 180 |
| Managed Assets ($) | $1,634,000 | 1,328 |
| Non-managed Assets ($) | $1,016,328,000 | 99 |
| Memoranda |
| Gross Fiduciary activities income | $9,454,000 | 107 |
| 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 | $2,201,000 | 104 |
| Number of Managed Accounts | $3,000 | 409 |
| Number of Non-Managed Accounts | $2,198,000 | 46 |
| Total fiduciary and related assets | $1,043,259,000 | 177 |
| Managed Assets ($) | $442,000 | 418 |
| Non-managed Assets ($) | $1,042,817,000 | 97 |
| Memoranda |
| Gross Fiduciary activities income | $6,890,000 | 106 |
| 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 | $2,184,000 | 105 |
| Number of Managed Accounts | $2,000 | 421 |
| Number of Non-Managed Accounts | $2,182,000 | 46 |
| Total fiduciary and related assets | $1,012,134,000 | 186 |
| Managed Assets ($) | $290,000 | 425 |
| Non-managed Assets ($) | $1,011,844,000 | 103 |
| Memoranda |
| Gross Fiduciary activities income | $4,415,000 | 115 |
| 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 | $2,072,000 | 110 |
| Number of Managed Accounts | $0 | 427 |
| Number of Non-Managed Accounts | $2,072,000 | 47 |
| Total fiduciary and related assets | $921,090,000 | 188 |
| Managed Assets ($) | $0 | 427 |
| Non-managed Assets ($) | $921,090,000 | 107 |
| Memoranda |
| Gross Fiduciary activities income | $2,078,000 | 120 |
| 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 | $1,902,000 | 124 |
| Number of Managed Accounts | $0 | 1,625 |
| Number of Non-Managed Accounts | $1,902,000 | 56 |
| Total fiduciary and related assets | $832,507,000 | 197 |
| Managed Assets ($) | $0 | 1,624 |
| Non-managed Assets ($) | $832,507,000 | 111 |
| Memoranda |
| Gross Fiduciary activities income | $1,848,000 | 281 |
| 2006-09-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $0 | 1,758 |
| 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 | $100,000 | 879 |
| 2006-06-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,855 |
| Fiduciary or related activity | $0 | 1,774 |
| 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 | $0 | 1,458 |
| 2006-03-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,863 |
| Fiduciary or related activity | $0 | 1,786 |
| 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 | $0 | 1,380 |
| 2005-12-31 | Rank |
| Fiduciary powers granted | $0 | 2,516 |
| Fiduciary power exercised | $0 | 1,867 |
| Fiduciary or related activity | $0 | 1,792 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,788 |
| Number of Managed Accounts | $0 | 1,678 |
| Number of Non-Managed Accounts | $0 | 1,373 |
| Total fiduciary and related assets | $0 | 1,786 |
| Managed Assets ($) | $0 | 1,677 |
| Non-managed Assets ($) | $0 | 1,365 |
| Memoranda |
| Gross Fiduciary activities income | $0 | 1,557 |
| 2005-09-30 | Rank |
| Fiduciary powers granted | $0 | 2,529 |
| Fiduciary power exercised | $0 | 1,877 |
| Fiduciary or related activity | $0 | 1,783 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 444 |
| Number of Managed Accounts | $0 | 422 |
| Number of Non-Managed Accounts | $0 | 414 |
| Total fiduciary and related assets | $0 | 443 |
| Managed Assets ($) | $0 | 423 |
| Non-managed Assets ($) | $0 | 412 |
| Memoranda |
| Gross Fiduciary activities income | $0 | 1,504 |
| 2005-06-30 | Rank |
| Fiduciary powers granted | $0 | 2,548 |
| Fiduciary power exercised | $0 | 1,881 |
| Fiduciary or related activity | $0 | 1,792 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 460 |
| Number of Managed Accounts | $0 | 435 |
| Number of Non-Managed Accounts | $0 | 431 |
| Total fiduciary and related assets | $0 | 458 |
| Managed Assets ($) | $0 | 435 |
| Non-managed Assets ($) | $0 | 429 |
| Memoranda |
| Gross Fiduciary activities income | $0 | 1,480 |
| 2005-03-31 | Rank |
| Fiduciary powers granted | $0 | 2,569 |
| Fiduciary power exercised | $0 | 1,895 |
| Fiduciary or related activity | $0 | 1,801 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 465 |
| Number of Managed Accounts | $0 | 438 |
| Number of Non-Managed Accounts | $0 | 433 |
| Total fiduciary and related assets | $0 | 463 |
| Managed Assets ($) | $0 | 438 |
| Non-managed Assets ($) | $0 | 431 |
| Memoranda |
| Gross Fiduciary activities income | $0 | 1,418 |
| 2004-12-31 | Rank |
| Fiduciary powers granted | $0 | 2,574 |
| Fiduciary power exercised | $0 | 1,898 |
| Fiduciary or related activity | $0 | 1,821 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,812 |
| Number of Managed Accounts | $0 | 1,698 |
| Number of Non-Managed Accounts | $0 | 1,368 |
| Total fiduciary and related assets | $0 | 1,810 |
| Managed Assets ($) | $0 | 1,698 |
| Non-managed Assets ($) | $0 | 1,358 |
| Memoranda |
| Gross Fiduciary activities income | $0 | 1,582 |
