| 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 | $1,074,000 | 230 |
| Number of Managed Accounts | $1,005,000 | 206 |
| Number of Non-Managed Accounts | $69,000 | 230 |
| Total fiduciary and related assets | $869,886,000 | 273 |
| Managed Assets ($) | $817,723,000 | 246 |
| Non-managed Assets ($) | $52,163,000 | 279 |
| Memoranda |
| Gross Fiduciary activities income | $1,663,000 | 270 |
| 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 | $1,049,000 | 243 |
| Number of Managed Accounts | $983,000 | 216 |
| Number of Non-Managed Accounts | $66,000 | 324 |
| Total fiduciary and related assets | $861,368,000 | 281 |
| Managed Assets ($) | $810,430,000 | 252 |
| Non-managed Assets ($) | $50,938,000 | 355 |
| Memoranda |
| Gross Fiduciary activities income | $6,128,000 | 267 |
| 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 | $1,039,000 | 236 |
| Number of Managed Accounts | $977,000 | 208 |
| Number of Non-Managed Accounts | $62,000 | 238 |
| Total fiduciary and related assets | $845,376,000 | 274 |
| Managed Assets ($) | $805,567,000 | 248 |
| Non-managed Assets ($) | $39,809,000 | 291 |
| Memoranda |
| Gross Fiduciary activities income | $4,555,000 | 269 |
| 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 | $1,009,000 | 245 |
| Number of Managed Accounts | $944,000 | 219 |
| Number of Non-Managed Accounts | $65,000 | 263 |
| Total fiduciary and related assets | $798,176,000 | 291 |
| Managed Assets ($) | $760,350,000 | 253 |
| Non-managed Assets ($) | $37,826,000 | 341 |
| Memoranda |
| Gross Fiduciary activities income | $2,958,000 | 270 |
| 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 | $1,002,000 | 237 |
| Number of Managed Accounts | $945,000 | 211 |
| Number of Non-Managed Accounts | $57,000 | 242 |
| Total fiduciary and related assets | $754,343,000 | 284 |
| Managed Assets ($) | $715,339,000 | 257 |
| Non-managed Assets ($) | $39,004,000 | 291 |
| Memoranda |
| Gross Fiduciary activities income | $1,410,000 | 259 |
| 2023-12-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 4 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,010,000 | 246 |
| Number of Managed Accounts | $946,000 | 217 |
| Number of Non-Managed Accounts | $64,000 | 333 |
| Total fiduciary and related assets | $711,279,000 | 297 |
| Managed Assets ($) | $675,195,000 | 260 |
| Non-managed Assets ($) | $36,084,000 | 394 |
| Memoranda |
| Gross Fiduciary activities income | $4,830,000 | 262 |
| 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 | $966,000 | 233 |
| Number of Managed Accounts | $905,000 | 207 |
| Number of Non-Managed Accounts | $61,000 | 240 |
| Total fiduciary and related assets | $669,135,000 | 280 |
| Managed Assets ($) | $635,144,000 | 252 |
| Non-managed Assets ($) | $33,991,000 | 284 |
| Memoranda |
| Gross Fiduciary activities income | $3,501,000 | 268 |
| 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 | $934,000 | 250 |
| Number of Managed Accounts | $877,000 | 223 |
| Number of Non-Managed Accounts | $57,000 | 268 |
| Total fiduciary and related assets | $652,151,000 | 295 |
| Managed Assets ($) | $617,080,000 | 266 |
| Non-managed Assets ($) | $35,071,000 | 333 |
| Memoranda |
| Gross Fiduciary activities income | $2,231,000 | 272 |
| 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 | $925,000 | 245 |
| Number of Managed Accounts | $867,000 | 218 |
| Number of Non-Managed Accounts | $58,000 | 250 |
| Total fiduciary and related assets | $623,907,000 | 290 |
| Managed Assets ($) | $590,450,000 | 267 |
| Non-managed Assets ($) | $33,457,000 | 293 |
| Memoranda |
| Gross Fiduciary activities income | $1,118,000 | 280 |
| 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 | $906,000 | 262 |
| Number of Managed Accounts | $847,000 | 238 |
| Number of Non-Managed Accounts | $59,000 | 366 |
| Total fiduciary and related assets | $589,663,000 | 320 |
| Managed Assets ($) | $557,926,000 | 283 |
| Non-managed Assets ($) | $31,737,000 | 417 |
| Memoranda |
| Gross Fiduciary activities income | $4,444,000 | 285 |
| 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 | $902,000 | 252 |
| Number of Managed Accounts | $855,000 | 223 |
| Number of Non-Managed Accounts | $47,000 | 267 |
| Total fiduciary and related assets | $541,482,000 | 305 |
| Managed Assets ($) | $509,114,000 | 278 |
| Non-managed Assets ($) | $32,368,000 | 307 |
| Memoranda |
| Gross Fiduciary activities income | $3,255,000 | 283 |
| 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 | $857,000 | 237 |
| Number of Managed Accounts | $809,000 | 219 |
| Number of Non-Managed Accounts | $48,000 | 268 |
| Total fiduciary and related assets | $560,526,000 | 286 |
| Managed Assets ($) | $528,625,000 | 253 |
| Non-managed Assets ($) | $31,901,000 | 317 |
| Memoranda |
| Gross Fiduciary activities income | $2,210,000 | 250 |
| 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 | $810,000 | 231 |
| Number of Managed Accounts | $763,000 | 216 |
| Number of Non-Managed Accounts | $47,000 | 239 |
| Total fiduciary and related assets | $591,417,000 | 268 |
| Managed Assets ($) | $556,532,000 | 248 |
| Non-managed Assets ($) | $34,885,000 | 269 |
| Memoranda |
| Gross Fiduciary activities income | $1,055,000 | 261 |
| 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 | $791,000 | 254 |
| Number of Managed Accounts | $746,000 | 232 |
| Number of Non-Managed Accounts | $45,000 | 400 |
| Total fiduciary and related assets | $575,782,000 | 300 |
| Managed Assets ($) | $542,186,000 | 265 |
| Non-managed Assets ($) | $33,596,000 | 384 |
| Memoranda |
| Gross Fiduciary activities income | $3,904,000 | 264 |
| 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 | $802,000 | 234 |
| Number of Managed Accounts | $760,000 | 219 |
| Number of Non-Managed Accounts | $42,000 | 250 |
| Total fiduciary and related assets | $561,589,000 | 273 |
| Managed Assets ($) | $481,537,000 | 255 |
| Non-managed Assets ($) | $80,052,000 | 232 |
| Memoranda |
| Gross Fiduciary activities income | $2,917,000 | 262 |
| 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 | $821,000 | 244 |
| Number of Managed Accounts | $763,000 | 230 |
| Number of Non-Managed Accounts | $58,000 | 249 |
| Total fiduciary and related assets | $477,178,000 | 307 |
| Managed Assets ($) | $441,396,000 | 280 |
| Non-managed Assets ($) | $35,782,000 | 306 |
| Memoranda |
| Gross Fiduciary activities income | $1,941,000 | 261 |
| 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 | $887,000 | 229 |
| Number of Managed Accounts | $814,000 | 211 |
| Number of Non-Managed Accounts | $73,000 | 210 |
| Total fiduciary and related assets | $475,667,000 | 283 |
| Managed Assets ($) | $469,028,000 | 257 |
| Non-managed Assets ($) | $6,639,000 | 308 |
| Memoranda |
| Gross Fiduciary activities income | $939,000 | 267 |
| 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 | $912,000 | 239 |
| Number of Managed Accounts | $784,000 | 222 |
| Number of Non-Managed Accounts | $128,000 | 216 |
| Total fiduciary and related assets | $446,715,000 | 312 |
| Managed Assets ($) | $393,680,000 | 289 |
| Non-managed Assets ($) | $53,035,000 | 328 |
| Memoranda |
| Gross Fiduciary activities income | $3,205,000 | 272 |
| 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 | $844,000 | 228 |
| Number of Managed Accounts | $751,000 | 217 |
| Number of Non-Managed Accounts | $93,000 | 191 |
| Total fiduciary and related assets | $413,750,000 | 286 |
| Managed Assets ($) | $363,456,000 | 268 |
| Non-managed Assets ($) | $50,294,000 | 252 |
| Memoranda |
| Gross Fiduciary activities income | $2,328,000 | 271 |
| 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 | $803,000 | 245 |
| Number of Managed Accounts | $703,000 | 235 |
| Number of Non-Managed Accounts | $100,000 | 197 |
| Total fiduciary and related assets | $354,938,000 | 333 |
| Managed Assets ($) | $314,763,000 | 307 |
| Non-managed Assets ($) | $40,175,000 | 301 |
| Memoranda |
| Gross Fiduciary activities income | $1,546,000 | 272 |
| 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 | $823,000 | 228 |
| Number of Managed Accounts | $709,000 | 222 |
| Number of Non-Managed Accounts | $114,000 | 180 |
| Total fiduciary and related assets | $329,624,000 | 302 |
| Managed Assets ($) | $304,236,000 | 276 |
| Non-managed Assets ($) | $25,388,000 | 274 |
| Memoranda |
| Gross Fiduciary activities income | $797,000 | 274 |
| 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 | $790,000 | 256 |
| Number of Managed Accounts | $666,000 | 244 |
| Number of Non-Managed Accounts | $124,000 | 239 |
| Total fiduciary and related assets | $363,324,000 | 335 |
| Managed Assets ($) | $333,269,000 | 301 |
| Non-managed Assets ($) | $30,055,000 | 383 |
| Memoranda |
| Gross Fiduciary activities income | $2,677,000 | 296 |
| 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 | $749,000 | 241 |
| Number of Managed Accounts | $624,000 | 236 |
| Number of Non-Managed Accounts | $125,000 | 172 |
| Total fiduciary and related assets | $343,409,000 | 314 |
| Managed Assets ($) | $299,121,000 | 290 |
| Non-managed Assets ($) | $44,288,000 | 262 |
| Memoranda |
| Gross Fiduciary activities income | $1,913,000 | 305 |
| 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 | $752,000 | 249 |
| Number of Managed Accounts | $616,000 | 248 |
| Number of Non-Managed Accounts | $136,000 | 170 |
| Total fiduciary and related assets | $343,274,000 | 336 |
| Managed Assets ($) | $259,473,000 | 326 |
| Non-managed Assets ($) | $83,801,000 | 251 |
| Memoranda |
| Gross Fiduciary activities income | $1,247,000 | 311 |
| 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 | $708,000 | 258 |
| Number of Managed Accounts | $584,000 | 253 |
| Number of Non-Managed Accounts | $124,000 | 184 |
| Total fiduciary and related assets | $324,860,000 | 346 |
| Managed Assets ($) | $237,713,000 | 340 |
| Non-managed Assets ($) | $87,147,000 | 249 |
| Memoranda |
| Gross Fiduciary activities income | $619,000 | 312 |
| 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 | $617,000 | 295 |
| Number of Managed Accounts | $503,000 | 284 |
| Number of Non-Managed Accounts | $114,000 | 247 |
| Total fiduciary and related assets | $290,807,000 | 357 |
| Managed Assets ($) | $205,288,000 | 359 |
| Non-managed Assets ($) | $85,519,000 | 259 |
| Memoranda |
| Gross Fiduciary activities income | $2,295,000 | 319 |
| 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 | $523,000 | 296 |
| Number of Managed Accounts | $466,000 | 281 |
| Number of Non-Managed Accounts | $57,000 | 247 |
| Total fiduciary and related assets | $328,283,000 | 352 |
| Managed Assets ($) | $227,357,000 | 347 |
| Non-managed Assets ($) | $100,926,000 | 236 |
| Memoranda |
| Gross Fiduciary activities income | $1,694,000 | 323 |
| 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 | $495,000 | 305 |
| Number of Managed Accounts | $447,000 | 290 |
| Number of Non-Managed Accounts | $48,000 | 268 |
| Total fiduciary and related assets | $314,384,000 | 358 |
| Managed Assets ($) | $201,942,000 | 354 |
| Non-managed Assets ($) | $112,442,000 | 232 |
| Memoranda |
| Gross Fiduciary activities income | $1,078,000 | 336 |
| 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 | $485,000 | 312 |
| Number of Managed Accounts | $438,000 | 293 |
| Number of Non-Managed Accounts | $47,000 | 276 |
| Total fiduciary and related assets | $209,700,000 | 392 |
| Managed Assets ($) | $197,474,000 | 354 |
| Non-managed Assets ($) | $12,226,000 | 346 |
| Memoranda |
| Gross Fiduciary activities income | $477,000 | 359 |
| 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 | $428,000 | 370 |
| Number of Managed Accounts | $402,000 | 320 |
| Number of Non-Managed Accounts | $26,000 | 547 |
| Total fiduciary and related assets | $200,156,000 | 439 |
| Managed Assets ($) | $189,653,000 | 387 |
| Non-managed Assets ($) | $10,503,000 | 555 |
| Memoranda |
| Gross Fiduciary activities income | $1,513,000 | 389 |
| 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 | $350,000 | 344 |
| Number of Managed Accounts | $324,000 | 321 |
| Number of Non-Managed Accounts | $26,000 | 306 |
| Total fiduciary and related assets | $185,638,000 | 390 |
| Managed Assets ($) | $176,689,000 | 356 |
| Non-managed Assets ($) | $8,949,000 | 348 |
| Memoranda |
| Gross Fiduciary activities income | $1,093,000 | 396 |
| 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 | $265,000 | 368 |
| Number of Managed Accounts | $237,000 | 349 |
| Number of Non-Managed Accounts | $28,000 | 307 |
| Total fiduciary and related assets | $170,148,000 | 392 |
| Managed Assets ($) | $161,200,000 | 358 |
| Non-managed Assets ($) | $8,948,000 | 347 |
| Memoranda |
| Gross Fiduciary activities income | $702,000 | 400 |
| 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 | $243,000 | 376 |
| Number of Managed Accounts | $215,000 | 354 |
| Number of Non-Managed Accounts | $28,000 | 305 |
| Total fiduciary and related assets | $149,539,000 | 396 |
| Managed Assets ($) | $140,811,000 | 369 |
| Non-managed Assets ($) | $8,728,000 | 354 |
| Memoranda |
| Gross Fiduciary activities income | $327,000 | 420 |
| 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 | $219,000 | 541 |
| Number of Managed Accounts | $197,000 | 479 |
| Number of Non-Managed Accounts | $22,000 | 595 |
| Total fiduciary and related assets | $140,763,000 | 495 |
| Managed Assets ($) | $132,950,000 | 441 |
| Non-managed Assets ($) | $7,813,000 | 608 |
| Memoranda |
| Gross Fiduciary activities income | $1,385,000 | 404 |
| 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 | $212,000 | 384 |
| Number of Managed Accounts | $192,000 | 364 |
| Number of Non-Managed Accounts | $20,000 | 330 |
| Total fiduciary and related assets | $128,521,000 | 398 |
| Managed Assets ($) | $126,980,000 | 370 |
| Non-managed Assets ($) | $1,541,000 | 385 |
| Memoranda |
| Gross Fiduciary activities income | $1,062,000 | 395 |
| 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 | $215,000 | 383 |
| Number of Managed Accounts | $194,000 | 364 |
| Number of Non-Managed Accounts | $21,000 | 331 |
| Total fiduciary and related assets | $136,294,000 | 400 |
| Managed Assets ($) | $134,672,000 | 368 |
| Non-managed Assets ($) | $1,622,000 | 387 |
| Memoranda |
| Gross Fiduciary activities income | $733,000 | 391 |
| 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 | $191,000 | 390 |
| Number of Managed Accounts | $166,000 | 372 |
| Number of Non-Managed Accounts | $25,000 | 318 |
| Total fiduciary and related assets | $132,416,000 | 401 |
| Managed Assets ($) | $130,575,000 | 372 |
| Non-managed Assets ($) | $1,841,000 | 387 |
| Memoranda |
| Gross Fiduciary activities income | $358,000 | 392 |
| 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 | $194,000 | 595 |
| Number of Managed Accounts | $169,000 | 531 |
| Number of Non-Managed Accounts | $25,000 | 589 |
| Total fiduciary and related assets | $137,094,000 | 504 |
| Managed Assets ($) | $135,207,000 | 439 |
| Non-managed Assets ($) | $1,887,000 | 775 |
| Memoranda |
| Gross Fiduciary activities income | $1,397,000 | 405 |
| 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 | $213,000 | 383 |
| Number of Managed Accounts | $188,000 | 364 |
| Number of Non-Managed Accounts | $25,000 | 319 |
| Total fiduciary and related assets | $138,895,000 | 398 |
| Managed Assets ($) | $137,082,000 | 367 |
| Non-managed Assets ($) | $1,813,000 | 378 |
| Memoranda |
| Gross Fiduciary activities income | $996,000 | 415 |
| 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 | $199,000 | 390 |
| Number of Managed Accounts | $174,000 | 372 |
| Number of Non-Managed Accounts | $25,000 | 319 |
| Total fiduciary and related assets | $153,134,000 | 399 |
| Managed Assets ($) | $151,251,000 | 365 |
| Non-managed Assets ($) | $1,883,000 | 382 |
| Memoranda |
| Gross Fiduciary activities income | $610,000 | 431 |
| 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 | $185,000 | 393 |
| Number of Managed Accounts | $159,000 | 371 |
| Number of Non-Managed Accounts | $26,000 | 320 |
| Total fiduciary and related assets | $146,818,000 | 403 |
| Managed Assets ($) | $144,606,000 | 367 |
| Non-managed Assets ($) | $2,212,000 | 382 |
| Memoranda |
| Gross Fiduciary activities income | $262,000 | 466 |
| 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 | $176,000 | 637 |
| Number of Managed Accounts | $150,000 | 558 |
| Number of Non-Managed Accounts | $26,000 | 606 |
| Total fiduciary and related assets | $142,639,000 | 508 |
| Managed Assets ($) | $140,387,000 | 435 |
| Non-managed Assets ($) | $2,252,000 | 795 |
| Memoranda |
| Gross Fiduciary activities income | $932,000 | 474 |
| 2014-09-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 417 |
| Number of Managed Accounts | $0 | 403 |
| Number of Non-Managed Accounts | $0 | 402 |
| Total fiduciary and related assets | $0 | 415 |
| Managed Assets ($) | $0 | 402 |
| Non-managed Assets ($) | $0 | 400 |
| Memoranda |
| Gross Fiduciary activities income | $611,000 | 513 |
| 2014-06-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 417 |
| Number of Managed Accounts | $0 | 403 |
| Number of Non-Managed Accounts | $0 | 404 |
| Total fiduciary and related assets | $0 | 417 |
| Managed Assets ($) | $0 | 404 |
| Non-managed Assets ($) | $0 | 402 |
| Memoranda |
| Gross Fiduciary activities income | $340,000 | 545 |
| 2014-03-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 424 |
| Number of Managed Accounts | $0 | 411 |
| Number of Non-Managed Accounts | $0 | 408 |
| Total fiduciary and related assets | $0 | 423 |
| Managed Assets ($) | $0 | 411 |
| Non-managed Assets ($) | $0 | 406 |
| Memoranda |
| Gross Fiduciary activities income | $136,000 | 600 |
| 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 | $127,000 | 711 |
| Number of Managed Accounts | $101,000 | 645 |
| Number of Non-Managed Accounts | $26,000 | 615 |
| Total fiduciary and related assets | $81,537,000 | 626 |
| Managed Assets ($) | $79,524,000 | 564 |
| Non-managed Assets ($) | $2,013,000 | 824 |
| Memoranda |
| Gross Fiduciary activities income | $274,000 | 719 |
| 2013-09-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 406 |
| Number of Managed Accounts | $0 | 391 |
| Number of Non-Managed Accounts | $0 | 390 |
| Total fiduciary and related assets | $0 | 405 |
| Managed Assets ($) | $0 | 392 |
| Non-managed Assets ($) | $0 | 388 |
| Memoranda |
| Gross Fiduciary activities income | $191,000 | 725 |
| 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 | $0 | 410 |
| Number of Managed Accounts | $0 | 395 |
| Number of Non-Managed Accounts | $0 | 391 |
| Total fiduciary and related assets | $0 | 408 |
| Managed Assets ($) | $0 | 395 |
| Non-managed Assets ($) | $0 | 389 |
| Memoranda |
| Gross Fiduciary activities income | $126,000 | 737 |
| 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 | $0 | 414 |
| Number of Managed Accounts | $0 | 400 |
| Number of Non-Managed Accounts | $0 | 394 |
| Total fiduciary and related assets | $0 | 412 |
| Managed Assets ($) | $0 | 399 |
| Non-managed Assets ($) | $0 | 392 |
| Memoranda |
| Gross Fiduciary activities income | $64,000 | 739 |
| 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 | $104,000 | 771 |
| Number of Managed Accounts | $75,000 | 720 |
| Number of Non-Managed Accounts | $29,000 | 606 |
| Total fiduciary and related assets | $56,544,000 | 698 |
| Managed Assets ($) | $54,544,000 | 619 |
| Non-managed Assets ($) | $2,000,000 | 842 |
| Memoranda |
| Gross Fiduciary activities income | $254,000 | 744 |
| 2012-09-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 391 |
| Number of Managed Accounts | $0 | 377 |
| Number of Non-Managed Accounts | $0 | 373 |
| Total fiduciary and related assets | $0 | 390 |
| Managed Assets ($) | $0 | 378 |
| Non-managed Assets ($) | $0 | 370 |
| Memoranda |
| Gross Fiduciary activities income | $188,000 | 739 |
| 2012-06-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 393 |
| Number of Managed Accounts | $0 | 379 |
| Number of Non-Managed Accounts | $0 | 373 |
| Total fiduciary and related assets | $0 | 393 |
| Managed Assets ($) | $0 | 380 |
| Non-managed Assets ($) | $0 | 372 |
| Memoranda |
| Gross Fiduciary activities income | $116,000 | 766 |
| 2012-03-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 395 |
| Number of Managed Accounts | $0 | 379 |
| Number of Non-Managed Accounts | $0 | 372 |
| Total fiduciary and related assets | $0 | 394 |
| Managed Assets ($) | $0 | 379 |
| Non-managed Assets ($) | $0 | 371 |
| Memoranda |
| Gross Fiduciary activities income | $58,000 | 765 |
| 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 | $111,000 | 769 |
| Number of Managed Accounts | $82,000 | 711 |
| Number of Non-Managed Accounts | $29,000 | 619 |
| Total fiduciary and related assets | $52,634,000 | 711 |
| Managed Assets ($) | $50,744,000 | 631 |
| Non-managed Assets ($) | $1,890,000 | 859 |
| Memoranda |
| Gross Fiduciary activities income | $240,000 | 700 |
| 2011-09-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 417 |
| Number of Managed Accounts | $0 | 397 |
| Number of Non-Managed Accounts | $0 | 395 |
| Total fiduciary and related assets | $0 | 415 |
| Managed Assets ($) | $0 | 397 |
| Non-managed Assets ($) | $0 | 393 |
| Memoranda |
| Gross Fiduciary activities income | $179,000 | 688 |
| 2011-06-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 423 |
| Number of Managed Accounts | $0 | 403 |
| Number of Non-Managed Accounts | $0 | 400 |
| Total fiduciary and related assets | $0 | 421 |
| Managed Assets ($) | $0 | 403 |
| Non-managed Assets ($) | $0 | 398 |
| Memoranda |
| Gross Fiduciary activities income | $119,000 | 703 |
| 2011-03-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 428 |
| Number of Managed Accounts | $0 | 410 |
| Number of Non-Managed Accounts | $0 | 404 |
| Total fiduciary and related assets | $0 | 427 |
| Managed Assets ($) | $0 | 410 |
| Non-managed Assets ($) | $0 | 403 |
| Memoranda |
| Gross Fiduciary activities income | $59,000 | 709 |
| 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 | $104,000 | 812 |
| Number of Managed Accounts | $75,000 | 748 |
| Number of Non-Managed Accounts | $29,000 | 651 |
| Total fiduciary and related assets | $51,493,000 | 734 |
| Managed Assets ($) | $49,769,000 | 647 |
| Non-managed Assets ($) | $1,724,000 | 902 |
| Memoranda |
| Gross Fiduciary activities income | $227,000 | 735 |
| 2010-09-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 412 |
| Number of Managed Accounts | $0 | 393 |
| Number of Non-Managed Accounts | $0 | 391 |
| Total fiduciary and related assets | $0 | 411 |
| Managed Assets ($) | $0 | 394 |
| Non-managed Assets ($) | $0 | 389 |
| Memoranda |
| Gross Fiduciary activities income | $165,000 | 731 |
| 2010-06-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 414 |
| Number of Managed Accounts | $0 | 393 |
| Number of Non-Managed Accounts | $0 | 394 |
| Total fiduciary and related assets | $0 | 413 |
| Managed Assets ($) | $0 | 394 |
| Non-managed Assets ($) | $0 | 392 |
| Memoranda |
| Gross Fiduciary activities income | $102,000 | 757 |
| 2010-03-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 421 |
| Number of Managed Accounts | $0 | 397 |
| Number of Non-Managed Accounts | $0 | 401 |
| Total fiduciary and related assets | $0 | 419 |
| Managed Assets ($) | $0 | 397 |
| Non-managed Assets ($) | $0 | 399 |
| Memoranda |
| Gross Fiduciary activities income | $42,000 | 802 |
| 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 | $97,000 | 854 |
| Number of Managed Accounts | $70,000 | 778 |
| Number of Non-Managed Accounts | $27,000 | 698 |
| Total fiduciary and related assets | $32,075,000 | 846 |
| Managed Assets ($) | $30,174,000 | 755 |
| Non-managed Assets ($) | $1,901,000 | 905 |
| Memoranda |
| Gross Fiduciary activities income | $23,000 | 1,077 |
| 2009-09-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 409 |
| Number of Managed Accounts | $0 | 386 |
| Number of Non-Managed Accounts | $0 | 386 |
| Total fiduciary and related assets | $0 | 408 |
| Managed Assets ($) | $0 | 386 |
| Non-managed Assets ($) | $0 | 385 |
| Memoranda |
| Gross Fiduciary activities income | $17,000 | 1,043 |
| 2009-06-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 415 |
| Number of Managed Accounts | $0 | 392 |
| Number of Non-Managed Accounts | $0 | 393 |
| Total fiduciary and related assets | $0 | 414 |
| Managed Assets ($) | $0 | 392 |
| Non-managed Assets ($) | $0 | 391 |
| Memoranda |
| Gross Fiduciary activities income | $11,000 | 1,061 |
| 2009-03-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 418 |
| Number of Managed Accounts | $0 | 395 |
| Number of Non-Managed Accounts | $0 | 393 |
| Total fiduciary and related assets | $0 | 417 |
| Managed Assets ($) | $0 | 395 |
| Non-managed Assets ($) | $0 | 392 |
| Memoranda |
| Gross Fiduciary activities income | $4,000 | 1,095 |
| 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 | $44,000 | 1,087 |
| Number of Managed Accounts | $26,000 | 1,029 |
| Number of Non-Managed Accounts | $18,000 | 787 |
| Total fiduciary and related assets | $9,154,000 | 1,094 |
| Managed Assets ($) | $7,438,000 | 1,043 |
| Non-managed Assets ($) | $1,716,000 | 896 |
| Memoranda |
| Gross Fiduciary activities income | $42,000 | 998 |
| 2008-09-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 441 |
| Number of Managed Accounts | $0 | 419 |
| Number of Non-Managed Accounts | $0 | 421 |
| Total fiduciary and related assets | $0 | 440 |
| Managed Assets ($) | $0 | 419 |
| Non-managed Assets ($) | $0 | 420 |
| Memoranda |
| Gross Fiduciary activities income | $24,000 | 1,031 |
| 2008-06-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 450 |
| Number of Managed Accounts | $0 | 425 |
| Number of Non-Managed Accounts | $0 | 427 |
| Total fiduciary and related assets | $0 | 449 |
| Managed Assets ($) | $0 | 425 |
| Non-managed Assets ($) | $0 | 426 |
| Memoranda |
| Gross Fiduciary activities income | $9,000 | 1,133 |
| 2008-03-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 460 |
| Number of Managed Accounts | $0 | 434 |
| Number of Non-Managed Accounts | $0 | 433 |
| Total fiduciary and related assets | $0 | 459 |
| Managed Assets ($) | $0 | 434 |
| Non-managed Assets ($) | $0 | 431 |
| Memoranda |
| Gross Fiduciary activities income | $0 | 1,326 |
| 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 | $50,000 | 1,070 |
| Number of Managed Accounts | $28,000 | 1,038 |
| Number of Non-Managed Accounts | $22,000 | 744 |
| Total fiduciary and related assets | $10,780,000 | 1,111 |
| Managed Assets ($) | $8,328,000 | 1,072 |
| Non-managed Assets ($) | $2,452,000 | 882 |
| Memoranda |
| Gross Fiduciary activities income | $35,000 | 1,068 |
| 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 | $23,000 | 1,063 |
| 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 | $12,000 | 1,114 |
| 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 | $1,000 | 1,263 |
| 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 | $54,000 | 1,071 |
| Number of Managed Accounts | $32,000 | 1,018 |
| Number of Non-Managed Accounts | $22,000 | 768 |
| Total fiduciary and related assets | $11,809,000 | 1,092 |
| Managed Assets ($) | $9,392,000 | 1,045 |
| Non-managed Assets ($) | $2,417,000 | 893 |
| Memoranda |
| Gross Fiduciary activities income | $30,000 | 1,107 |
| 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 | $14,000 | 1,157 |
| 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 | $11,000 | 1,149 |
| 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 | $1,000 | 1,305 |
| 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 | $55,000 | 1,098 |
| Number of Managed Accounts | $29,000 | 1,079 |
| Number of Non-Managed Accounts | $26,000 | 757 |
| Total fiduciary and related assets | $10,259,000 | 1,132 |
| Managed Assets ($) | $7,855,000 | 1,105 |
| Non-managed Assets ($) | $2,404,000 | 909 |
| Memoranda |
| Gross Fiduciary activities income | $36,000 | 1,095 |
| 2005-09-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 444 |
| Number of Managed Accounts | $0 | 422 |
| Number of Non-Managed Accounts | $0 | 414 |
| Total fiduciary and related assets | $0 | 443 |
| Managed Assets ($) | $0 | 423 |
| Non-managed Assets ($) | $0 | 412 |
| Memoranda |
| Gross Fiduciary activities income | $23,000 | 1,096 |
| 2005-06-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 460 |
| Number of Managed Accounts | $0 | 435 |
| Number of Non-Managed Accounts | $0 | 431 |
| Total fiduciary and related assets | $0 | 458 |
| Managed Assets ($) | $0 | 435 |
| Non-managed Assets ($) | $0 | 429 |
| Memoranda |
| Gross Fiduciary activities income | $12,000 | 1,130 |
| 2005-03-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 465 |
| Number of Managed Accounts | $0 | 438 |
| Number of Non-Managed Accounts | $0 | 433 |
| Total fiduciary and related assets | $0 | 463 |
| Managed Assets ($) | $0 | 438 |
| Non-managed Assets ($) | $0 | 431 |
| Memoranda |
| Gross Fiduciary activities income | $1,000 | 1,320 |
| 2004-12-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $60,000 | 1,081 |
| Number of Managed Accounts | $32,000 | 1,064 |
| Number of Non-Managed Accounts | $28,000 | 742 |
| Total fiduciary and related assets | $12,559,000 | 1,095 |
| Managed Assets ($) | $7,534,000 | 1,120 |
| Non-managed Assets ($) | $5,025,000 | 785 |
| Memoranda |
| Gross Fiduciary activities income | $39,000 | 1,097 |
| 2004-09-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 453 |
| Number of Managed Accounts | $0 | 424 |
| Number of Non-Managed Accounts | $0 | 423 |
| Total fiduciary and related assets | $0 | 451 |
| Managed Assets ($) | $0 | 424 |
| Non-managed Assets ($) | $0 | 421 |
| Memoranda |
| Gross Fiduciary activities income | $25,000 | 1,111 |
| 2004-06-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 462 |
| Number of Managed Accounts | $0 | 429 |
| Number of Non-Managed Accounts | $0 | 432 |
| Total fiduciary and related assets | $0 | 459 |
| Managed Assets ($) | $0 | 429 |
| Non-managed Assets ($) | $0 | 429 |
| Memoranda |
| Gross Fiduciary activities income | $19,000 | 1,102 |
| 2004-03-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 473 |
| Number of Managed Accounts | $0 | 438 |
| Number of Non-Managed Accounts | $0 | 438 |
| Total fiduciary and related assets | $0 | 471 |
| Managed Assets ($) | $0 | 438 |
| Non-managed Assets ($) | $0 | 436 |
| Memoranda |
| Gross Fiduciary activities income | $6,000 | 1,163 |
| 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 | $64,000 | 1,086 |
| Number of Managed Accounts | $31,000 | 1,115 |
| Number of Non-Managed Accounts | $33,000 | 722 |
| Total fiduciary and related assets | $11,666,000 | 1,140 |
| Managed Assets ($) | $7,159,000 | 1,151 |
| Non-managed Assets ($) | $4,507,000 | 834 |
| Memoranda |
| Gross Fiduciary activities income | $66,000 | 1,038 |
| 2003-09-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 473 |
| Number of Managed Accounts | $0 | 442 |
| Number of Non-Managed Accounts | $0 | 446 |
| Total fiduciary and related assets | $0 | 472 |
| Managed Assets ($) | $0 | 442 |
| Non-managed Assets ($) | $0 | 445 |
| Memoranda |
| Gross Fiduciary activities income | $52,000 | 1,027 |
| 2003-06-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 474 |
| Number of Managed Accounts | $0 | 446 |
| Number of Non-Managed Accounts | $0 | 448 |
| Total fiduciary and related assets | $0 | 473 |
| Managed Assets ($) | $0 | 446 |
| Non-managed Assets ($) | $0 | 447 |
| Memoranda |
| Gross Fiduciary activities income | $48,000 | 976 |
| 2003-03-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 491 |
| Number of Managed Accounts | $0 | 461 |
| Number of Non-Managed Accounts | $0 | 460 |
| Total fiduciary and related assets | $0 | 490 |
| Managed Assets ($) | $0 | 461 |
| Non-managed Assets ($) | $0 | 458 |
| Memoranda |
| Gross Fiduciary activities income | $9,000 | 1,140 |
| 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 | $71,000 | 1,086 |
| Number of Managed Accounts | $36,000 | 1,105 |
| Number of Non-Managed Accounts | $35,000 | 715 |
| Total fiduciary and related assets | $13,255,000 | 1,122 |
| Managed Assets ($) | $9,289,000 | 1,103 |
| Non-managed Assets ($) | $3,966,000 | 855 |
| Memoranda |
| Gross Fiduciary activities income | $46,000 | 1,128 |
| 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 | $74,000 | 1,021 |
| Number of Managed Accounts | $38,000 | 1,057 |
| Number of Non-Managed Accounts | $36,000 | 683 |
| Total fiduciary and related assets | $14,924,000 | 1,049 |
| Managed Assets ($) | $9,887,000 | 1,037 |
| Non-managed Assets ($) | $5,037,000 | 772 |
| Memoranda |
| Gross Fiduciary activities income | $52,000 | 1,127 |
| 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 | $56,000 | 1,031 |
| 1999-12-31 | Rank |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda |
| Gross Fiduciary activities income | NA | NA |
| 1998-12-31 | Rank |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda |
| Gross Fiduciary activities income | NA | NA |
| 1997-12-31 | Rank |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda |
| Gross Fiduciary activities income | NA | NA |
| 1996-12-31 | Rank |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda |
| Gross Fiduciary activities income | NA | NA |
| 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 |
