| 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 | $499,000 | 376 |
| Number of Managed Accounts | $478,000 | 297 |
| Number of Non-Managed Accounts | $21,000 | 807 |
| Total fiduciary and related assets | $1,013,487,000 | 185 |
| Managed Assets ($) | $972,009,000 | 132 |
| Non-managed Assets ($) | $41,478,000 | 373 |
| Memoranda |
| Gross Fiduciary activities income | $2,591,000 | 227 |
| 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 | $488,000 | 313 |
| Number of Managed Accounts | $478,000 | 266 |
| Number of Non-Managed Accounts | $10,000 | 372 |
| Total fiduciary and related assets | $1,015,299,000 | 180 |
| Managed Assets ($) | $977,475,000 | 124 |
| Non-managed Assets ($) | $37,824,000 | 294 |
| Memoranda |
| Gross Fiduciary activities income | $1,925,000 | 222 |
| 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 | $449,000 | 327 |
| Number of Managed Accounts | $441,000 | 279 |
| Number of Non-Managed Accounts | $8,000 | 390 |
| Total fiduciary and related assets | $1,025,525,000 | 175 |
| Managed Assets ($) | $988,866,000 | 120 |
| Non-managed Assets ($) | $36,659,000 | 300 |
| Memoranda |
| Gross Fiduciary activities income | $1,281,000 | 219 |
| 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 | $451,000 | 331 |
| Number of Managed Accounts | $443,000 | 283 |
| Number of Non-Managed Accounts | $8,000 | 393 |
| Total fiduciary and related assets | $1,024,265,000 | 179 |
| Managed Assets ($) | $988,140,000 | 124 |
| Non-managed Assets ($) | $36,125,000 | 307 |
| Memoranda |
| Gross Fiduciary activities income | $643,000 | 223 |
| 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 | $424,000 | 431 |
| Number of Managed Accounts | $418,000 | 323 |
| Number of Non-Managed Accounts | $6,000 | 1,081 |
| Total fiduciary and related assets | $730,368,000 | 221 |
| Managed Assets ($) | $695,304,000 | 165 |
| Non-managed Assets ($) | $35,064,000 | 402 |
| Memoranda |
| Gross Fiduciary activities income | $2,235,000 | 241 |
| 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 | $424,000 | 330 |
| Number of Managed Accounts | $418,000 | 282 |
| Number of Non-Managed Accounts | $6,000 | 389 |
| Total fiduciary and related assets | $722,377,000 | 217 |
| Managed Assets ($) | $688,451,000 | 159 |
| Non-managed Assets ($) | $33,926,000 | 303 |
| Memoranda |
| Gross Fiduciary activities income | $1,672,000 | 243 |
| 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 | $421,000 | 336 |
| Number of Managed Accounts | $415,000 | 284 |
| Number of Non-Managed Accounts | $6,000 | 394 |
| Total fiduciary and related assets | $714,065,000 | 216 |
| Managed Assets ($) | $680,702,000 | 159 |
| Non-managed Assets ($) | $33,363,000 | 312 |
| Memoranda |
| Gross Fiduciary activities income | $1,123,000 | 247 |
| 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 | $409,000 | 339 |
| Number of Managed Accounts | $402,000 | 291 |
| Number of Non-Managed Accounts | $7,000 | 401 |
| Total fiduciary and related assets | $711,719,000 | 217 |
| Managed Assets ($) | $678,440,000 | 159 |
| Non-managed Assets ($) | $33,279,000 | 312 |
| Memoranda |
| Gross Fiduciary activities income | $544,000 | 255 |
| 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 | $410,000 | 453 |
| Number of Managed Accounts | $403,000 | 340 |
| Number of Non-Managed Accounts | $7,000 | 1,073 |
| Total fiduciary and related assets | $608,761,000 | 242 |
| Managed Assets ($) | $578,595,000 | 184 |
| Non-managed Assets ($) | $30,166,000 | 430 |
| Memoranda |
| Gross Fiduciary activities income | $1,971,000 | 262 |
| 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 | $397,000 | 357 |
| Number of Managed Accounts | $394,000 | 299 |
| Number of Non-Managed Accounts | $3,000 | 417 |
| Total fiduciary and related assets | $583,429,000 | 242 |
| Managed Assets ($) | $554,909,000 | 192 |
| Non-managed Assets ($) | $28,520,000 | 330 |
| Memoranda |
| Gross Fiduciary activities income | $1,447,000 | 276 |
| 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 | $402,000 | 362 |
| Number of Managed Accounts | $397,000 | 302 |
| Number of Non-Managed Accounts | $5,000 | 418 |
| Total fiduciary and related assets | $578,357,000 | 249 |
| Managed Assets ($) | $549,748,000 | 192 |
| Non-managed Assets ($) | $28,609,000 | 330 |
| Memoranda |
| Gross Fiduciary activities income | $961,000 | 282 |
| 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 | $399,000 | 370 |
| Number of Managed Accounts | $395,000 | 309 |
| Number of Non-Managed Accounts | $4,000 | 430 |
| Total fiduciary and related assets | $569,756,000 | 250 |
| Managed Assets ($) | $542,497,000 | 185 |
| Non-managed Assets ($) | $27,259,000 | 340 |
| Memoranda |
| Gross Fiduciary activities income | $493,000 | 284 |
| 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 | $390,000 | 490 |
| Number of Managed Accounts | $386,000 | 369 |
| Number of Non-Managed Accounts | $4,000 | 1,194 |
| Total fiduciary and related assets | $152,888,000 | 460 |
| Managed Assets ($) | $126,371,000 | 421 |
| Non-managed Assets ($) | $26,517,000 | 460 |
| Memoranda |
| Gross Fiduciary activities income | $1,723,000 | 307 |
| 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 | $382,000 | 471 |
| Number of Managed Accounts | $378,000 | 353 |
| Number of Non-Managed Accounts | $4,000 | 1,147 |
| Total fiduciary and related assets | $158,023,000 | 432 |
| Managed Assets ($) | $131,535,000 | 400 |
| Non-managed Assets ($) | $26,488,000 | 448 |
| Memoranda |
| Gross Fiduciary activities income | $1,669,000 | 320 |
| 2000-12-31 | Rank |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda |
| Gross Fiduciary activities income | $1,696,000 | 314 |
| 1999-12-31 | Rank |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda |
| Gross Fiduciary activities income | $1,195,000 | 421 |
| 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 | $880,000 | 495 |
| 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 | $40,000 | 1,205 |
| 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 | $0 | 1,526 |
| 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 | $0 | 1,590 |
| 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 | $0 | 1,599 |
| 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 | $0 | 1,630 |
| 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 | $0 | 1,658 |
