| 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 | $722,000 | 301 |
| Number of Managed Accounts | $709,000 | 262 |
| Number of Non-Managed Accounts | $13,000 | 588 |
| Total fiduciary and related assets | $1,069,820,000 | 240 |
| Managed Assets ($) | $1,059,190,000 | 201 |
| Non-managed Assets ($) | $10,630,000 | 525 |
| Memoranda |
| Gross Fiduciary activities income | $7,162,000 | 218 |
| 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 | $702,000 | 267 |
| Number of Managed Accounts | $689,000 | 240 |
| Number of Non-Managed Accounts | $13,000 | 322 |
| Total fiduciary and related assets | $1,000,441,000 | 241 |
| Managed Assets ($) | $990,351,000 | 203 |
| Non-managed Assets ($) | $10,090,000 | 327 |
| Memoranda |
| Gross Fiduciary activities income | $5,290,000 | 219 |
| 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 | $674,000 | 297 |
| Number of Managed Accounts | $661,000 | 262 |
| Number of Non-Managed Accounts | $13,000 | 377 |
| Total fiduciary and related assets | $998,925,000 | 241 |
| Managed Assets ($) | $988,658,000 | 201 |
| Non-managed Assets ($) | $10,267,000 | 381 |
| Memoranda |
| Gross Fiduciary activities income | $3,577,000 | 214 |
| 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 | $682,000 | 278 |
| Number of Managed Accounts | $669,000 | 249 |
| Number of Non-Managed Accounts | $13,000 | 330 |
| Total fiduciary and related assets | $978,665,000 | 246 |
| Managed Assets ($) | $968,649,000 | 212 |
| Non-managed Assets ($) | $10,016,000 | 330 |
| Memoranda |
| Gross Fiduciary activities income | $1,795,000 | 221 |
| 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 | $675,000 | 319 |
| Number of Managed Accounts | $662,000 | 277 |
| Number of Non-Managed Accounts | $13,000 | 616 |
| Total fiduciary and related assets | $942,326,000 | 253 |
| Managed Assets ($) | $932,459,000 | 211 |
| Non-managed Assets ($) | $9,867,000 | 556 |
| Memoranda |
| Gross Fiduciary activities income | $6,916,000 | 235 |
| 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 | $656,000 | 287 |
| Number of Managed Accounts | $644,000 | 258 |
| Number of Non-Managed Accounts | $12,000 | 341 |
| Total fiduciary and related assets | $850,700,000 | 256 |
| Managed Assets ($) | $842,094,000 | 215 |
| Non-managed Assets ($) | $8,606,000 | 346 |
| Memoranda |
| Gross Fiduciary activities income | $5,114,000 | 235 |
| 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 | $648,000 | 279 |
| Number of Managed Accounts | $635,000 | 252 |
| Number of Non-Managed Accounts | $13,000 | 358 |
| Total fiduciary and related assets | $858,140,000 | 227 |
| Managed Assets ($) | $848,925,000 | 190 |
| Non-managed Assets ($) | $9,215,000 | 363 |
| Memoranda |
| Gross Fiduciary activities income | $3,472,000 | 206 |
| 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 | $634,000 | 257 |
| Number of Managed Accounts | $621,000 | 237 |
| Number of Non-Managed Accounts | $13,000 | 305 |
| Total fiduciary and related assets | $930,430,000 | 222 |
| Managed Assets ($) | $920,259,000 | 191 |
| Non-managed Assets ($) | $10,171,000 | 307 |
| Memoranda |
| Gross Fiduciary activities income | $1,691,000 | 209 |
| 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 | $620,000 | 298 |
| Number of Managed Accounts | $607,000 | 264 |
| Number of Non-Managed Accounts | $13,000 | 602 |
| Total fiduciary and related assets | $947,159,000 | 229 |
| Managed Assets ($) | $936,841,000 | 194 |
| Non-managed Assets ($) | $10,318,000 | 526 |
| Memoranda |
| Gross Fiduciary activities income | $6,238,000 | 214 |
| 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 | $598,000 | 266 |
| Number of Managed Accounts | $586,000 | 242 |
| Number of Non-Managed Accounts | $12,000 | 299 |
| Total fiduciary and related assets | $874,379,000 | 232 |
| Managed Assets ($) | $864,818,000 | 195 |
| Non-managed Assets ($) | $9,561,000 | 301 |
| Memoranda |
| Gross Fiduciary activities income | $4,548,000 | 214 |
| 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 | $584,000 | 294 |
| Number of Managed Accounts | $567,000 | 265 |
| Number of Non-Managed Accounts | $17,000 | 337 |
| Total fiduciary and related assets | $860,352,000 | 236 |
| Managed Assets ($) | $850,767,000 | 199 |
| Non-managed Assets ($) | $9,585,000 | 357 |
| Memoranda |
| Gross Fiduciary activities income | $2,989,000 | 213 |
| 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 | $574,000 | 270 |
| Number of Managed Accounts | $551,000 | 251 |
| Number of Non-Managed Accounts | $23,000 | 277 |
| Total fiduciary and related assets | $807,792,000 | 235 |
| Managed Assets ($) | $796,870,000 | 201 |
| Non-managed Assets ($) | $10,922,000 | 297 |
| Memoranda |
| Gross Fiduciary activities income | $1,473,000 | 213 |
| 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 | $570,000 | 314 |
| Number of Managed Accounts | $553,000 | 274 |
| Number of Non-Managed Accounts | $17,000 | 580 |
| Total fiduciary and related assets | $790,209,000 | 238 |
| Managed Assets ($) | $781,227,000 | 205 |
| Non-managed Assets ($) | $8,982,000 | 549 |
| Memoranda |
| Gross Fiduciary activities income | $5,193,000 | 218 |
| 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 | $566,000 | 267 |
| Number of Managed Accounts | $553,000 | 247 |
| Number of Non-Managed Accounts | $13,000 | 301 |
| Total fiduciary and related assets | $735,756,000 | 232 |
| Managed Assets ($) | $727,419,000 | 197 |
| Non-managed Assets ($) | $8,337,000 | 310 |
| Memoranda |
| Gross Fiduciary activities income | $3,831,000 | 216 |
| 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 | $569,000 | 293 |
| Number of Managed Accounts | $555,000 | 266 |
| Number of Non-Managed Accounts | $14,000 | 340 |
| Total fiduciary and related assets | $688,682,000 | 243 |
| Managed Assets ($) | $679,799,000 | 207 |
| Non-managed Assets ($) | $8,883,000 | 357 |
| Memoranda |
| Gross Fiduciary activities income | $2,521,000 | 220 |
| 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 | $553,000 | 274 |
| Number of Managed Accounts | $540,000 | 250 |
| Number of Non-Managed Accounts | $13,000 | 304 |
| Total fiduciary and related assets | $619,668,000 | 239 |
| Managed Assets ($) | $611,699,000 | 202 |
| Non-managed Assets ($) | $7,969,000 | 308 |
| Memoranda |
| Gross Fiduciary activities income | $1,279,000 | 220 |
| 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 | $539,000 | 323 |
| Number of Managed Accounts | $524,000 | 279 |
| Number of Non-Managed Accounts | $15,000 | 606 |
| Total fiduciary and related assets | $685,487,000 | 249 |
| Managed Assets ($) | $675,026,000 | 214 |
| Non-managed Assets ($) | $10,461,000 | 533 |
| Memoranda |
| Gross Fiduciary activities income | $4,785,000 | 219 |
| 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 | $534,000 | 276 |
| Number of Managed Accounts | $518,000 | 251 |
| Number of Non-Managed Accounts | $16,000 | 298 |
| Total fiduciary and related assets | $657,214,000 | 245 |
| Managed Assets ($) | $647,758,000 | 213 |
| Non-managed Assets ($) | $9,456,000 | 309 |
| Memoranda |
| Gross Fiduciary activities income | $3,530,000 | 218 |
| 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 | $527,000 | 297 |
| Number of Managed Accounts | $511,000 | 269 |
| Number of Non-Managed Accounts | $16,000 | 328 |
| Total fiduciary and related assets | $644,878,000 | 249 |
| Managed Assets ($) | $635,556,000 | 215 |
| Non-managed Assets ($) | $9,322,000 | 342 |
| Memoranda |
| Gross Fiduciary activities income | $2,315,000 | 221 |
| 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 | $518,000 | 298 |
| Number of Managed Accounts | $503,000 | 272 |
| Number of Non-Managed Accounts | $15,000 | 332 |
| Total fiduciary and related assets | $621,008,000 | 252 |
| Managed Assets ($) | $612,263,000 | 219 |
| Non-managed Assets ($) | $8,745,000 | 350 |
| Memoranda |
| Gross Fiduciary activities income | $1,124,000 | 225 |
| 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 | $533,000 | 326 |
| Number of Managed Accounts | $518,000 | 278 |
| Number of Non-Managed Accounts | $15,000 | 615 |
| Total fiduciary and related assets | $593,695,000 | 250 |
| Managed Assets ($) | $585,858,000 | 213 |
| Non-managed Assets ($) | $7,837,000 | 579 |
| Memoranda |
| Gross Fiduciary activities income | $4,106,000 | 236 |
| 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 | $525,000 | 295 |
| Number of Managed Accounts | $510,000 | 266 |
| Number of Non-Managed Accounts | $15,000 | 335 |
| Total fiduciary and related assets | $657,671,000 | 248 |
| Managed Assets ($) | $648,792,000 | 210 |
| Non-managed Assets ($) | $8,879,000 | 353 |
| Memoranda |
| Gross Fiduciary activities income | $3,050,000 | 240 |
| 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 | $512,000 | 299 |
| Number of Managed Accounts | $497,000 | 274 |
| Number of Non-Managed Accounts | $15,000 | 338 |
| Total fiduciary and related assets | $637,071,000 | 251 |
| Managed Assets ($) | $628,492,000 | 212 |
| Non-managed Assets ($) | $8,579,000 | 353 |
| Memoranda |
| Gross Fiduciary activities income | $2,008,000 | 240 |
| 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 | $490,000 | 310 |
| Number of Managed Accounts | $476,000 | 281 |
| Number of Non-Managed Accounts | $14,000 | 341 |
| Total fiduciary and related assets | $621,440,000 | 251 |
| Managed Assets ($) | $612,962,000 | 212 |
| Non-managed Assets ($) | $8,478,000 | 357 |
| Memoranda |
| Gross Fiduciary activities income | $1,000,000 | 243 |
| 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 | $479,000 | 345 |
| Number of Managed Accounts | $470,000 | 301 |
| Number of Non-Managed Accounts | $9,000 | 711 |
| Total fiduciary and related assets | $601,348,000 | 255 |
| Managed Assets ($) | $592,188,000 | 218 |
| Non-managed Assets ($) | $9,160,000 | 576 |
| Memoranda |
| Gross Fiduciary activities income | $3,526,000 | 251 |
| 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 | $474,000 | 306 |
| Number of Managed Accounts | $465,000 | 280 |
| Number of Non-Managed Accounts | $9,000 | 349 |
| Total fiduciary and related assets | $558,495,000 | 265 |
| Managed Assets ($) | $549,635,000 | 223 |
| Non-managed Assets ($) | $8,860,000 | 349 |
| Memoranda |
| Gross Fiduciary activities income | $2,599,000 | 254 |
| 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 | $469,000 | 312 |
| Number of Managed Accounts | $460,000 | 283 |
| Number of Non-Managed Accounts | $9,000 | 351 |
| Total fiduciary and related assets | $474,077,000 | 287 |
| Managed Assets ($) | $465,532,000 | 244 |
| Non-managed Assets ($) | $8,545,000 | 350 |
| Memoranda |
| Gross Fiduciary activities income | $1,732,000 | 256 |
| 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 | $464,000 | 314 |
| Number of Managed Accounts | $455,000 | 281 |
| Number of Non-Managed Accounts | $9,000 | 351 |
| Total fiduciary and related assets | $465,235,000 | 288 |
| Managed Assets ($) | $456,698,000 | 246 |
| Non-managed Assets ($) | $8,537,000 | 356 |
| Memoranda |
| Gross Fiduciary activities income | $866,000 | 257 |
| 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 | $464,000 | 351 |
| Number of Managed Accounts | $454,000 | 296 |
| Number of Non-Managed Accounts | $10,000 | 735 |
| Total fiduciary and related assets | $451,325,000 | 285 |
| Managed Assets ($) | $443,821,000 | 249 |
| Non-managed Assets ($) | $7,504,000 | 616 |
| Memoranda |
| Gross Fiduciary activities income | $3,290,000 | 255 |
| 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 | $457,000 | 314 |
| Number of Managed Accounts | $447,000 | 281 |
| Number of Non-Managed Accounts | $10,000 | 357 |
| Total fiduciary and related assets | $440,649,000 | 285 |
| Managed Assets ($) | $433,171,000 | 246 |
| Non-managed Assets ($) | $7,478,000 | 358 |
| Memoranda |
| Gross Fiduciary activities income | $2,445,000 | 256 |
| 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 | $461,000 | 314 |
| Number of Managed Accounts | $450,000 | 280 |
| Number of Non-Managed Accounts | $11,000 | 355 |
| Total fiduciary and related assets | $435,060,000 | 291 |
| Managed Assets ($) | $429,102,000 | 249 |
| Non-managed Assets ($) | $5,958,000 | 367 |
| Memoranda |
| Gross Fiduciary activities income | $1,659,000 | 258 |
| 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 | $473,000 | 316 |
| Number of Managed Accounts | $452,000 | 280 |
| Number of Non-Managed Accounts | $21,000 | 330 |
| Total fiduciary and related assets | $431,437,000 | 290 |
| Managed Assets ($) | $424,078,000 | 244 |
| Non-managed Assets ($) | $7,359,000 | 364 |
| Memoranda |
| Gross Fiduciary activities income | $829,000 | 254 |
| 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 | $471,000 | 358 |
| Number of Managed Accounts | $449,000 | 293 |
| Number of Non-Managed Accounts | $22,000 | 616 |
| Total fiduciary and related assets | $435,884,000 | 285 |
| Managed Assets ($) | $428,494,000 | 245 |
| Non-managed Assets ($) | $7,390,000 | 629 |
| Memoranda |
| Gross Fiduciary activities income | $3,491,000 | 246 |
| 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 | $471,000 | 316 |
| Number of Managed Accounts | $449,000 | 279 |
| Number of Non-Managed Accounts | $22,000 | 324 |
| Total fiduciary and related assets | $430,097,000 | 283 |
| Managed Assets ($) | $423,066,000 | 243 |
| Non-managed Assets ($) | $7,031,000 | 363 |
| Memoranda |
| Gross Fiduciary activities income | $2,562,000 | 253 |
| 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 | $481,000 | 316 |
| Number of Managed Accounts | $458,000 | 279 |
| Number of Non-Managed Accounts | $23,000 | 324 |
| Total fiduciary and related assets | $438,947,000 | 289 |
| Managed Assets ($) | $435,717,000 | 248 |
| Non-managed Assets ($) | $3,230,000 | 377 |
| Memoranda |
| Gross Fiduciary activities income | $1,740,000 | 252 |
| 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 | $469,000 | 317 |
| Number of Managed Accounts | $448,000 | 281 |
| Number of Non-Managed Accounts | $21,000 | 333 |
| Total fiduciary and related assets | $432,514,000 | 294 |
| Managed Assets ($) | $429,215,000 | 250 |
| Non-managed Assets ($) | $3,299,000 | 377 |
| Memoranda |
| Gross Fiduciary activities income | $891,000 | 250 |
| 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 | $459,000 | 367 |
| Number of Managed Accounts | $437,000 | 304 |
| Number of Non-Managed Accounts | $22,000 | 648 |
| Total fiduciary and related assets | $425,368,000 | 295 |
| Managed Assets ($) | $421,751,000 | 252 |
| Non-managed Assets ($) | $3,617,000 | 740 |
| Memoranda |
| Gross Fiduciary activities income | $3,254,000 | 257 |
| 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 | $441,000 | 326 |
| Number of Managed Accounts | $420,000 | 289 |
| Number of Non-Managed Accounts | $21,000 | 333 |
| Total fiduciary and related assets | $402,996,000 | 302 |
| Managed Assets ($) | $399,537,000 | 256 |
| Non-managed Assets ($) | $3,459,000 | 380 |
| Memoranda |
| Gross Fiduciary activities income | $2,458,000 | 259 |
| 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 | $445,000 | 329 |
| Number of Managed Accounts | $424,000 | 289 |
| Number of Non-Managed Accounts | $21,000 | 330 |
| Total fiduciary and related assets | $393,058,000 | 309 |
| Managed Assets ($) | $389,702,000 | 261 |
| Non-managed Assets ($) | $3,356,000 | 380 |
| Memoranda |
| Gross Fiduciary activities income | $1,644,000 | 259 |
| 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 | $450,000 | 330 |
| Number of Managed Accounts | $433,000 | 286 |
| Number of Non-Managed Accounts | $17,000 | 343 |
| Total fiduciary and related assets | $386,504,000 | 307 |
| Managed Assets ($) | $383,123,000 | 261 |
| Non-managed Assets ($) | $3,381,000 | 376 |
| Memoranda |
| Gross Fiduciary activities income | $836,000 | 255 |
| 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 | $457,000 | 371 |
| Number of Managed Accounts | $437,000 | 302 |
| Number of Non-Managed Accounts | $20,000 | 694 |
| Total fiduciary and related assets | $386,839,000 | 307 |
| Managed Assets ($) | $383,118,000 | 260 |
| Non-managed Assets ($) | $3,721,000 | 750 |
| Memoranda |
| Gross Fiduciary activities income | $2,474,000 | 286 |
| 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 | $456,000 | 319 |
| Number of Managed Accounts | $431,000 | 277 |
| Number of Non-Managed Accounts | $25,000 | 307 |
| Total fiduciary and related assets | $374,658,000 | 304 |
| Managed Assets ($) | $370,629,000 | 259 |
| Non-managed Assets ($) | $4,029,000 | 361 |
| Memoranda |
| Gross Fiduciary activities income | $1,757,000 | 296 |
| 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 | $308,000 | 352 |
| Number of Managed Accounts | $303,000 | 316 |
| Number of Non-Managed Accounts | $5,000 | 364 |
| Total fiduciary and related assets | $321,407,000 | 328 |
| Managed Assets ($) | $320,836,000 | 273 |
| Non-managed Assets ($) | $571,000 | 378 |
| Memoranda |
| Gross Fiduciary activities income | $1,171,000 | 294 |
| 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 | $304,000 | 357 |
| Number of Managed Accounts | $302,000 | 316 |
| Number of Non-Managed Accounts | $2,000 | 381 |
| Total fiduciary and related assets | $321,167,000 | 326 |
| Managed Assets ($) | $320,991,000 | 272 |
| Non-managed Assets ($) | $176,000 | 385 |
| Memoranda |
| Gross Fiduciary activities income | $608,000 | 283 |
| 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 | $309,000 | 478 |
| Number of Managed Accounts | $306,000 | 380 |
| Number of Non-Managed Accounts | $3,000 | 996 |
| Total fiduciary and related assets | $310,594,000 | 328 |
| Managed Assets ($) | $309,288,000 | 273 |
| Non-managed Assets ($) | $1,306,000 | 888 |
| Memoranda |
| Gross Fiduciary activities income | $2,446,000 | 273 |
| 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 | $297,000 | 345 |
| Number of Managed Accounts | $294,000 | 313 |
| Number of Non-Managed Accounts | $3,000 | 360 |
| Total fiduciary and related assets | $301,982,000 | 326 |
| Managed Assets ($) | $301,233,000 | 274 |
| Non-managed Assets ($) | $749,000 | 363 |
| Memoranda |
| Gross Fiduciary activities income | $1,897,000 | 271 |
| 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 | $297,000 | 344 |
| Number of Managed Accounts | $292,000 | 312 |
| Number of Non-Managed Accounts | $5,000 | 354 |
| Total fiduciary and related assets | $295,978,000 | 322 |
| Managed Assets ($) | $295,300,000 | 265 |
| Non-managed Assets ($) | $678,000 | 364 |
| Memoranda |
| Gross Fiduciary activities income | $1,227,000 | 275 |
| 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 | $294,000 | 342 |
| Number of Managed Accounts | $290,000 | 310 |
| Number of Non-Managed Accounts | $4,000 | 360 |
| Total fiduciary and related assets | $299,264,000 | 322 |
| Managed Assets ($) | $299,026,000 | 267 |
| Non-managed Assets ($) | $238,000 | 365 |
| Memoranda |
| Gross Fiduciary activities income | $557,000 | 294 |
| 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 | $291,000 | 488 |
| Number of Managed Accounts | $287,000 | 394 |
| Number of Non-Managed Accounts | $4,000 | 973 |
| Total fiduciary and related assets | $284,163,000 | 327 |
| Managed Assets ($) | $283,979,000 | 270 |
| Non-managed Assets ($) | $184,000 | 1,063 |
| Memoranda |
| Gross Fiduciary activities income | $2,098,000 | 258 |
| 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 | $271,000 | 351 |
| Number of Managed Accounts | $268,000 | 314 |
| Number of Non-Managed Accounts | $3,000 | 379 |
| Total fiduciary and related assets | $288,419,000 | 310 |
| Managed Assets ($) | $288,355,000 | 259 |
| Non-managed Assets ($) | $64,000 | 386 |
| Memoranda |
| Gross Fiduciary activities income | $1,571,000 | 258 |
| 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 | $263,000 | 358 |
| Number of Managed Accounts | $260,000 | 319 |
| Number of Non-Managed Accounts | $3,000 | 382 |
| Total fiduciary and related assets | $299,732,000 | 319 |
| Managed Assets ($) | $299,667,000 | 263 |
| Non-managed Assets ($) | $65,000 | 390 |
| Memoranda |
| Gross Fiduciary activities income | $1,002,000 | 267 |
| 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 | $260,000 | 362 |
| Number of Managed Accounts | $255,000 | 324 |
| Number of Non-Managed Accounts | $5,000 | 379 |
| Total fiduciary and related assets | $287,318,000 | 327 |
| Managed Assets ($) | $287,253,000 | 269 |
| Non-managed Assets ($) | $65,000 | 396 |
| Memoranda |
| Gross Fiduciary activities income | $478,000 | 276 |
| 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 | $262,000 | 542 |
| Number of Managed Accounts | $257,000 | 427 |
| Number of Non-Managed Accounts | $5,000 | 987 |
| Total fiduciary and related assets | $279,078,000 | 333 |
| Managed Assets ($) | $278,482,000 | 275 |
| Non-managed Assets ($) | $596,000 | 1,011 |
| Memoranda |
| Gross Fiduciary activities income | $1,907,000 | 277 |
| 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 | $1,408,000 | 271 |
| 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 | $951,000 | 272 |
| 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 | $468,000 | 276 |
| 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 | $267,000 | 539 |
| Number of Managed Accounts | $253,000 | 432 |
| Number of Non-Managed Accounts | $14,000 | 841 |
| Total fiduciary and related assets | $233,957,000 | 362 |
| Managed Assets ($) | $233,727,000 | 292 |
| Non-managed Assets ($) | $230,000 | 1,120 |
| Memoranda |
| Gross Fiduciary activities income | $1,838,000 | 264 |
| 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 | $1,378,000 | 261 |
| 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 | $906,000 | 268 |
| 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 | $460,000 | 263 |
| 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 | $282,000 | 534 |
| Number of Managed Accounts | $253,000 | 443 |
| Number of Non-Managed Accounts | $29,000 | 677 |
| Total fiduciary and related assets | $220,590,000 | 364 |
| Managed Assets ($) | $214,961,000 | 296 |
| Non-managed Assets ($) | $5,629,000 | 706 |
| Memoranda |
| Gross Fiduciary activities income | $2,274,000 | 246 |
| 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 | $273,000 | 368 |
| Number of Managed Accounts | $253,000 | 329 |
| Number of Non-Managed Accounts | $20,000 | 342 |
| Total fiduciary and related assets | $239,630,000 | 351 |
| Managed Assets ($) | $233,341,000 | 294 |
| Non-managed Assets ($) | $6,289,000 | 367 |
| Memoranda |
| Gross Fiduciary activities income | $1,706,000 | 249 |
| 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 | $265,000 | 377 |
| Number of Managed Accounts | $254,000 | 335 |
| Number of Non-Managed Accounts | $11,000 | 372 |
| Total fiduciary and related assets | $249,329,000 | 355 |
| Managed Assets ($) | $243,386,000 | 295 |
| Non-managed Assets ($) | $5,943,000 | 371 |
| Memoranda |
| Gross Fiduciary activities income | $1,035,000 | 271 |
| 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 | $270,000 | 377 |
| Number of Managed Accounts | $248,000 | 339 |
| Number of Non-Managed Accounts | $22,000 | 337 |
| Total fiduciary and related assets | $243,804,000 | 369 |
| Managed Assets ($) | $238,069,000 | 314 |
| Non-managed Assets ($) | $5,735,000 | 379 |
| Memoranda |
| Gross Fiduciary activities income | $500,000 | 278 |
| 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 | $268,000 | 556 |
| Number of Managed Accounts | $250,000 | 452 |
| Number of Non-Managed Accounts | $18,000 | 790 |
| Total fiduciary and related assets | $251,533,000 | 374 |
| Managed Assets ($) | $245,585,000 | 312 |
| Non-managed Assets ($) | $5,948,000 | 733 |
| Memoranda |
| Gross Fiduciary activities income | $1,973,000 | 276 |
| 2007-09-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 444 |
| Number of Managed Accounts | $0 | 421 |
| Number of Non-Managed Accounts | $0 | 417 |
| Total fiduciary and related assets | $0 | 443 |
| Managed Assets ($) | $0 | 421 |
| Non-managed Assets ($) | $0 | 416 |
| Memoranda |
| Gross Fiduciary activities income | $1,453,000 | 278 |
| 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 | $990,000 | 275 |
| 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 | $448,000 | 300 |
| 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 | $254,000 | 573 |
| Number of Managed Accounts | $244,000 | 452 |
| Number of Non-Managed Accounts | $10,000 | 946 |
| Total fiduciary and related assets | $235,000,000 | 386 |
| Managed Assets ($) | $229,515,000 | 321 |
| Non-managed Assets ($) | $5,485,000 | 759 |
| Memoranda |
| Gross Fiduciary activities income | $1,819,000 | 282 |
| 2006-09-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 432 |
| Number of Managed Accounts | $0 | 409 |
| Number of Non-Managed Accounts | $0 | 409 |
| Total fiduciary and related assets | $0 | 431 |
| Managed Assets ($) | $0 | 409 |
| Non-managed Assets ($) | $0 | 408 |
| Memoranda |
| Gross Fiduciary activities income | $1,391,000 | 285 |
| 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 | $873,000 | 303 |
| 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 | $437,000 | 299 |
| 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 | $290,000 | 540 |
| Number of Managed Accounts | $283,000 | 424 |
| Number of Non-Managed Accounts | $7,000 | 1,043 |
| Total fiduciary and related assets | $218,464,000 | 401 |
| Managed Assets ($) | $213,781,000 | 327 |
| Non-managed Assets ($) | $4,683,000 | 795 |
| Memoranda |
| Gross Fiduciary activities income | $1,798,000 | 292 |
| 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 | $1,335,000 | 287 |
| 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 | $839,000 | 299 |
| 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 | $394,000 | 311 |
| 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 | $291,000 | 540 |
| Number of Managed Accounts | $284,000 | 416 |
| Number of Non-Managed Accounts | $7,000 | 1,060 |
| Total fiduciary and related assets | $227,218,000 | 384 |
| Managed Assets ($) | $222,706,000 | 308 |
| Non-managed Assets ($) | $4,512,000 | 808 |
| Memoranda |
| Gross Fiduciary activities income | $1,794,000 | 277 |
| 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 | $1,360,000 | 281 |
| 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 | $891,000 | 283 |
| 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 | $352,000 | 318 |
| 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 | $328,000 | 515 |
| Number of Managed Accounts | $315,000 | 396 |
| Number of Non-Managed Accounts | $13,000 | 943 |
| Total fiduciary and related assets | $223,004,000 | 397 |
| Managed Assets ($) | $218,788,000 | 319 |
| Non-managed Assets ($) | $4,216,000 | 852 |
| Memoranda |
| Gross Fiduciary activities income | $1,455,000 | 315 |
| 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 | $1,143,000 | 314 |
| 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 | $762,000 | 321 |
| 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 | $381,000 | 321 |
| 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 | $328,000 | 542 |
| Number of Managed Accounts | $308,000 | 424 |
| Number of Non-Managed Accounts | $20,000 | 862 |
| Total fiduciary and related assets | $231,787,000 | 380 |
| Managed Assets ($) | $226,867,000 | 296 |
| Non-managed Assets ($) | $4,920,000 | 810 |
| Memoranda |
| Gross Fiduciary activities income | $1,467,000 | 333 |
| 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 | $319,000 | 521 |
| Number of Managed Accounts | $299,000 | 408 |
| Number of Non-Managed Accounts | $20,000 | 832 |
| Total fiduciary and related assets | $241,708,000 | 365 |
| Managed Assets ($) | $237,006,000 | 290 |
| Non-managed Assets ($) | $4,702,000 | 788 |
| Memoranda |
| Gross Fiduciary activities income | $1,404,000 | 357 |
| 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 | $1,307,000 | 369 |
| 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 | $1,107,000 | 448 |
| 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 | $894,000 | 488 |
| 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 | $753,000 | 542 |
| 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 | $632,000 | 636 |
| 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 | $587,000 | 694 |
| 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 | $568,000 | 699 |
| 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 | $487,000 | 774 |
| 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 | $495,000 | 767 |
