Home > Chemical Bank > Fiduciary and Related Services
Chemical Bank, Fiduciary and Related Services
| 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 | $6,324,000 | 49 |
| Number of Managed Accounts | $6,002,000 | 38 |
| Number of Non-Managed Accounts | $322,000 | 108 |
| Total fiduciary and related assets | $3,385,803,000 | 104 |
| Managed Assets ($) | $2,656,673,000 | 92 |
| Non-managed Assets ($) | $729,130,000 | 106 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,695,000 | 89 |
| 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 | $6,252,000 | 49 |
| Number of Managed Accounts | $5,929,000 | 39 |
| Number of Non-Managed Accounts | $323,000 | 107 |
| Total fiduciary and related assets | $3,280,584,000 | 105 |
| Managed Assets ($) | $2,606,320,000 | 91 |
| Non-managed Assets ($) | $674,264,000 | 110 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,863,000 | 91 |
| 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 | $6,228,000 | 50 |
| Number of Managed Accounts | $5,895,000 | 38 |
| Number of Non-Managed Accounts | $333,000 | 122 |
| Total fiduciary and related assets | $3,068,911,000 | 103 |
| Managed Assets ($) | $2,445,335,000 | 90 |
| Non-managed Assets ($) | $623,576,000 | 112 |
| Memoranda | ||
| Gross Fiduciary activities income | $20,621,000 | 89 |
| 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 | $6,364,000 | 47 |
| Number of Managed Accounts | $6,021,000 | 37 |
| Number of Non-Managed Accounts | $343,000 | 104 |
| Total fiduciary and related assets | $3,400,166,000 | 102 |
| Managed Assets ($) | $2,710,335,000 | 86 |
| Non-managed Assets ($) | $689,831,000 | 111 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,506,000 | 88 |
| 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 | $6,184,000 | 48 |
| Number of Managed Accounts | $5,853,000 | 37 |
| Number of Non-Managed Accounts | $331,000 | 107 |
| Total fiduciary and related assets | $3,325,675,000 | 104 |
| Managed Assets ($) | $2,661,576,000 | 87 |
| Non-managed Assets ($) | $664,099,000 | 112 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,642,000 | 88 |
| 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 | $6,664,000 | 47 |
| Number of Managed Accounts | $6,329,000 | 37 |
| Number of Non-Managed Accounts | $335,000 | 108 |
| Total fiduciary and related assets | $3,343,562,000 | 104 |
| Managed Assets ($) | $2,718,194,000 | 85 |
| Non-managed Assets ($) | $625,368,000 | 113 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,941,000 | 93 |
| 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 | $6,494,000 | 50 |
| Number of Managed Accounts | $6,141,000 | 38 |
| Number of Non-Managed Accounts | $353,000 | 115 |
| Total fiduciary and related assets | $3,441,693,000 | 102 |
| Managed Assets ($) | $2,692,360,000 | 87 |
| Non-managed Assets ($) | $749,333,000 | 107 |
| Memoranda | ||
| Gross Fiduciary activities income | $20,353,000 | 88 |
| 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 | $6,596,000 | 46 |
| Number of Managed Accounts | $6,240,000 | 38 |
| Number of Non-Managed Accounts | $356,000 | 101 |
| Total fiduciary and related assets | $3,412,033,000 | 100 |
| Managed Assets ($) | $2,664,486,000 | 82 |
| Non-managed Assets ($) | $747,547,000 | 106 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,071,000 | 87 |
| 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 | $6,316,000 | 47 |
| Number of Managed Accounts | $5,968,000 | 36 |
| Number of Non-Managed Accounts | $348,000 | 100 |
| Total fiduciary and related assets | $3,296,236,000 | 101 |
| Managed Assets ($) | $2,593,348,000 | 81 |
| Non-managed Assets ($) | $702,888,000 | 105 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,122,000 | 87 |
| 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 | $6,296,000 | 49 |
| Number of Managed Accounts | $5,933,000 | 36 |
| Number of Non-Managed Accounts | $363,000 | 99 |
| Total fiduciary and related assets | $3,250,848,000 | 100 |
| Managed Assets ($) | $2,554,551,000 | 83 |
| Non-managed Assets ($) | $696,297,000 | 107 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,558,000 | 94 |
| 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 | $6,186,000 | 50 |
| Number of Managed Accounts | $5,810,000 | 36 |
| Number of Non-Managed Accounts | $376,000 | 116 |
| Total fiduciary and related assets | $3,076,633,000 | 99 |
| Managed Assets ($) | $2,409,677,000 | 86 |
| Non-managed Assets ($) | $666,956,000 | 106 |
| Memoranda | ||
| Gross Fiduciary activities income | $17,895,000 | 92 |
| 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 | $5,525,000 | 53 |
| Number of Managed Accounts | $5,224,000 | 35 |
| Number of Non-Managed Accounts | $301,000 | 115 |
| Total fiduciary and related assets | $2,795,288,000 | 104 |
| Managed Assets ($) | $2,183,917,000 | 87 |
| Non-managed Assets ($) | $611,371,000 | 108 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,123,000 | 94 |
| 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 | $5,740,000 | 52 |
| Number of Managed Accounts | $5,437,000 | 35 |
| Number of Non-Managed Accounts | $303,000 | 114 |
| Total fiduciary and related assets | $2,786,091,000 | 105 |
| Managed Assets ($) | $2,172,641,000 | 88 |
| Non-managed Assets ($) | $613,450,000 | 109 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,760,000 | 93 |
| 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 | $5,582,000 | 53 |
| Number of Managed Accounts | $5,280,000 | 35 |
| Number of Non-Managed Accounts | $302,000 | 114 |
| Total fiduciary and related assets | $2,748,472,000 | 106 |
| Managed Assets ($) | $2,149,342,000 | 89 |
| Non-managed Assets ($) | $599,130,000 | 111 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,030,000 | 95 |
| 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 | $5,654,000 | 51 |
| Number of Managed Accounts | $5,343,000 | 34 |
| Number of Non-Managed Accounts | $311,000 | 126 |
| Total fiduciary and related assets | $2,728,432,000 | 106 |
| Managed Assets ($) | $2,121,321,000 | 86 |
| Non-managed Assets ($) | $607,111,000 | 108 |
| Memoranda | ||
| Gross Fiduciary activities income | $16,681,000 | 92 |
| 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 | $3,395,000 | 73 |
| Number of Managed Accounts | $3,089,000 | 58 |
| Number of Non-Managed Accounts | $306,000 | 116 |
| Total fiduciary and related assets | $2,560,892,000 | 108 |
| Managed Assets ($) | $1,991,785,000 | 87 |
| Non-managed Assets ($) | $569,107,000 | 110 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,530,000 | 91 |
| 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 | $3,336,000 | 75 |
| Number of Managed Accounts | $3,042,000 | 60 |
| Number of Non-Managed Accounts | $294,000 | 118 |
| Total fiduciary and related assets | $2,748,576,000 | 107 |
| Managed Assets ($) | $2,113,749,000 | 87 |
| Non-managed Assets ($) | $634,827,000 | 108 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,770,000 | 90 |
| 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 | $3,408,000 | 76 |
| Number of Managed Accounts | $3,082,000 | 58 |
| Number of Non-Managed Accounts | $326,000 | 114 |
| Total fiduciary and related assets | $2,778,293,000 | 106 |
| Managed Assets ($) | $2,130,284,000 | 87 |
| Non-managed Assets ($) | $648,009,000 | 109 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,152,000 | 92 |
| 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 | $3,392,000 | 77 |
| Number of Managed Accounts | $3,051,000 | 58 |
| Number of Non-Managed Accounts | $341,000 | 131 |
| Total fiduciary and related assets | $2,764,829,000 | 104 |
| Managed Assets ($) | $2,106,073,000 | 87 |
| Non-managed Assets ($) | $658,756,000 | 108 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,362,000 | 111 |
| 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 | $2,310,000 | 101 |
| Number of Managed Accounts | $2,069,000 | 87 |
| Number of Non-Managed Accounts | $241,000 | 134 |
| Total fiduciary and related assets | $1,822,498,000 | 128 |
| Managed Assets ($) | $1,504,404,000 | 109 |
| Non-managed Assets ($) | $318,094,000 | 144 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,600,000 | 111 |
| 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 | $2,279,000 | 102 |
| Number of Managed Accounts | $2,038,000 | 87 |
| Number of Non-Managed Accounts | $241,000 | 133 |
| Total fiduciary and related assets | $1,839,761,000 | 127 |
| Managed Assets ($) | $1,522,709,000 | 106 |
| Non-managed Assets ($) | $317,052,000 | 141 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,868,000 | 108 |
| 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 | $2,245,000 | 104 |
| Number of Managed Accounts | $1,996,000 | 89 |
| Number of Non-Managed Accounts | $249,000 | 135 |
| Total fiduciary and related assets | $1,772,208,000 | 128 |
| Managed Assets ($) | $1,463,882,000 | 108 |
| Non-managed Assets ($) | $308,326,000 | 141 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,835,000 | 110 |
| 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 | $2,207,000 | 110 |
| Number of Managed Accounts | $1,952,000 | 91 |
| Number of Non-Managed Accounts | $255,000 | 168 |
| Total fiduciary and related assets | $1,746,049,000 | 130 |
| Managed Assets ($) | $1,441,363,000 | 109 |
| Non-managed Assets ($) | $304,686,000 | 141 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,225,000 | 119 |
| 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 | $2,171,000 | 105 |
| Number of Managed Accounts | $1,908,000 | 92 |
| Number of Non-Managed Accounts | $263,000 | 131 |
| Total fiduciary and related assets | $1,626,585,000 | 129 |
| Managed Assets ($) | $1,340,395,000 | 107 |
| Non-managed Assets ($) | $286,190,000 | 140 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,535,000 | 117 |
| 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 | $2,085,000 | 108 |
| Number of Managed Accounts | $1,831,000 | 92 |
| Number of Non-Managed Accounts | $254,000 | 137 |
| Total fiduciary and related assets | $1,553,757,000 | 130 |
| Managed Assets ($) | $1,280,756,000 | 109 |
| Non-managed Assets ($) | $273,001,000 | 143 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,129,000 | 116 |
| 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 | $2,014,000 | 113 |
| Number of Managed Accounts | $1,765,000 | 94 |
| Number of Non-Managed Accounts | $249,000 | 142 |
| Total fiduciary and related assets | $1,563,805,000 | 132 |
| Managed Assets ($) | $1,281,213,000 | 111 |
| Non-managed Assets ($) | $282,592,000 | 141 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,383,000 | 121 |
| 2012-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,926,000 | 121 |
| Number of Managed Accounts | $1,673,000 | 99 |
| Number of Non-Managed Accounts | $253,000 | 182 |
| Total fiduciary and related assets | $1,451,303,000 | 135 |
| Managed Assets ($) | $1,187,905,000 | 113 |
| Non-managed Assets ($) | $263,398,000 | 144 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,791,000 | 122 |
| 2012-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,874,000 | 117 |
| Number of Managed Accounts | $1,619,000 | 100 |
| Number of Non-Managed Accounts | $255,000 | 133 |
| Total fiduciary and related assets | $1,439,568,000 | 131 |
| Managed Assets ($) | $1,180,391,000 | 115 |
| Non-managed Assets ($) | $259,177,000 | 143 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,551,000 | 120 |
| 2012-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,759,000 | 124 |
| Number of Managed Accounts | $1,503,000 | 105 |
| Number of Non-Managed Accounts | $256,000 | 132 |
| Total fiduciary and related assets | $1,379,629,000 | 133 |
| Managed Assets ($) | $1,140,272,000 | 112 |
| Non-managed Assets ($) | $239,357,000 | 150 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,501,000 | 117 |
| 2012-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,748,000 | 127 |
| Number of Managed Accounts | $1,499,000 | 106 |
| Number of Non-Managed Accounts | $249,000 | 134 |
| Total fiduciary and related assets | $1,417,025,000 | 132 |
| Managed Assets ($) | $1,169,599,000 | 113 |
| Non-managed Assets ($) | $247,426,000 | 146 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,091,000 | 124 |
| 2011-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,723,000 | 132 |
| Number of Managed Accounts | $1,469,000 | 109 |
| Number of Non-Managed Accounts | $254,000 | 174 |
| Total fiduciary and related assets | $1,308,379,000 | 133 |
| Managed Assets ($) | $1,085,632,000 | 114 |
| Non-managed Assets ($) | $222,747,000 | 153 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,374,000 | 109 |
| 2011-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,720,000 | 125 |
| Number of Managed Accounts | $1,459,000 | 113 |
| Number of Non-Managed Accounts | $261,000 | 132 |
| Total fiduciary and related assets | $1,236,440,000 | 136 |
| Managed Assets ($) | $1,034,224,000 | 117 |
| Non-managed Assets ($) | $202,216,000 | 155 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,301,000 | 108 |
| 2011-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,719,000 | 128 |
| Number of Managed Accounts | $1,458,000 | 115 |
| Number of Non-Managed Accounts | $261,000 | 135 |
| Total fiduciary and related assets | $1,390,315,000 | 136 |
| Managed Assets ($) | $1,166,700,000 | 116 |
| Non-managed Assets ($) | $223,615,000 | 151 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,297,000 | 109 |
| 2011-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,691,000 | 129 |
| Number of Managed Accounts | $1,443,000 | 110 |
| Number of Non-Managed Accounts | $248,000 | 140 |
| Total fiduciary and related assets | $1,407,101,000 | 134 |
| Managed Assets ($) | $1,180,003,000 | 110 |
| Non-managed Assets ($) | $227,098,000 | 154 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,998,000 | 111 |
| 2010-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,708,000 | 129 |
| Number of Managed Accounts | $1,432,000 | 110 |
| Number of Non-Managed Accounts | $276,000 | 174 |
| Total fiduciary and related assets | $1,360,664,000 | 137 |
| Managed Assets ($) | $1,140,241,000 | 110 |
| Non-managed Assets ($) | $220,423,000 | 158 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,824,000 | 106 |
| 2010-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,716,000 | 122 |
| Number of Managed Accounts | $1,424,000 | 107 |
| Number of Non-Managed Accounts | $292,000 | 129 |
| Total fiduciary and related assets | $1,263,580,000 | 141 |
| Managed Assets ($) | $1,057,399,000 | 110 |
| Non-managed Assets ($) | $206,181,000 | 156 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,832,000 | 105 |
| 2010-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,726,000 | 122 |
| Number of Managed Accounts | $1,422,000 | 105 |
| Number of Non-Managed Accounts | $304,000 | 130 |
| Total fiduciary and related assets | $1,189,520,000 | 138 |
| Managed Assets ($) | $998,458,000 | 110 |
| Non-managed Assets ($) | $191,062,000 | 161 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,903,000 | 106 |
| 2010-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,701,000 | 123 |
| Number of Managed Accounts | $1,401,000 | 108 |
| Number of Non-Managed Accounts | $300,000 | 131 |
| Total fiduciary and related assets | $1,267,879,000 | 138 |
| Managed Assets ($) | $1,067,671,000 | 106 |
| Non-managed Assets ($) | $200,208,000 | 168 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,831,000 | 113 |
| 2009-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,698,000 | 135 |
| Number of Managed Accounts | $1,389,000 | 111 |
| Number of Non-Managed Accounts | $309,000 | 174 |
| Total fiduciary and related assets | $1,229,824,000 | 139 |
| Managed Assets ($) | $1,036,738,000 | 110 |
| Non-managed Assets ($) | $193,086,000 | 168 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,017,000 | 113 |
| 2009-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,700,000 | 126 |
| Number of Managed Accounts | $1,379,000 | 111 |
| Number of Non-Managed Accounts | $321,000 | 127 |
| Total fiduciary and related assets | $1,181,396,000 | 143 |
| Managed Assets ($) | $1,003,898,000 | 112 |
| Non-managed Assets ($) | $177,498,000 | 163 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,185,000 | 114 |
| 2009-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,715,000 | 122 |
| Number of Managed Accounts | $1,393,000 | 113 |
| Number of Non-Managed Accounts | $322,000 | 130 |
| Total fiduciary and related assets | $1,062,909,000 | 145 |
| Managed Assets ($) | $906,877,000 | 117 |
| Non-managed Assets ($) | $156,032,000 | 168 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,432,000 | 115 |
| 2009-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,714,000 | 118 |
| Number of Managed Accounts | $1,390,000 | 112 |
| Number of Non-Managed Accounts | $324,000 | 128 |
| Total fiduciary and related assets | $981,796,000 | 151 |
| Managed Assets ($) | $840,520,000 | 119 |
| Non-managed Assets ($) | $141,276,000 | 175 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,619,000 | 118 |
| 2008-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,722,000 | 133 |
| Number of Managed Accounts | $1,385,000 | 116 |
| Number of Non-Managed Accounts | $337,000 | 168 |
| Total fiduciary and related assets | $1,075,376,000 | 148 |
| Managed Assets ($) | $925,041,000 | 116 |
| Non-managed Assets ($) | $150,335,000 | 184 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,860,000 | 116 |
| 2008-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,747,000 | 122 |
| Number of Managed Accounts | $1,406,000 | 111 |
| Number of Non-Managed Accounts | $341,000 | 132 |
| Total fiduciary and related assets | $1,235,932,000 | 142 |
| Managed Assets ($) | $1,063,932,000 | 110 |
| Non-managed Assets ($) | $172,000,000 | 177 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,042,000 | 117 |
| 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 | $1,766,000 | 126 |
| Number of Managed Accounts | $1,415,000 | 110 |
| Number of Non-Managed Accounts | $351,000 | 133 |
| Total fiduciary and related assets | $1,239,295,000 | 149 |
| Managed Assets ($) | $1,064,362,000 | 116 |
| Non-managed Assets ($) | $174,933,000 | 182 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,117,000 | 118 |
| 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 | $1,794,000 | 126 |
| Number of Managed Accounts | $1,432,000 | 105 |
| Number of Non-Managed Accounts | $362,000 | 132 |
| Total fiduciary and related assets | $1,263,818,000 | 155 |
| Managed Assets ($) | $1,087,114,000 | 119 |
| Non-managed Assets ($) | $176,704,000 | 184 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,027,000 | 119 |
| 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 | $1,849,000 | 127 |
| Number of Managed Accounts | $1,447,000 | 107 |
| Number of Non-Managed Accounts | $402,000 | 158 |
| Total fiduciary and related assets | $1,314,598,000 | 154 |
| Managed Assets ($) | $1,127,070,000 | 117 |
| Non-managed Assets ($) | $187,528,000 | 188 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,347,000 | 116 |
| 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 | $1,970,000 | 115 |
| Number of Managed Accounts | $1,468,000 | 105 |
| Number of Non-Managed Accounts | $502,000 | 107 |
| Total fiduciary and related assets | $1,363,281,000 | 151 |
| Managed Assets ($) | $1,169,914,000 | 117 |
| Non-managed Assets ($) | $193,367,000 | 181 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,221,000 | 115 |
| 2007-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,006,000 | 115 |
| Number of Managed Accounts | $1,482,000 | 103 |
| Number of Non-Managed Accounts | $524,000 | 106 |
| Total fiduciary and related assets | $1,353,330,000 | 156 |
| Managed Assets ($) | $1,157,021,000 | 123 |
| Non-managed Assets ($) | $196,309,000 | 186 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,187,000 | 119 |
| 2007-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,039,000 | 113 |
| Number of Managed Accounts | $1,498,000 | 100 |
| Number of Non-Managed Accounts | $541,000 | 100 |
| Total fiduciary and related assets | $1,419,456,000 | 150 |
| Managed Assets ($) | $1,142,543,000 | 123 |
| Non-managed Assets ($) | $276,913,000 | 158 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,100,000 | 118 |
| 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 | $2,058,000 | 115 |
| Number of Managed Accounts | $1,506,000 | 101 |
| Number of Non-Managed Accounts | $552,000 | 119 |
| Total fiduciary and related assets | $1,399,692,000 | 148 |
| Managed Assets ($) | $1,127,636,000 | 121 |
| Non-managed Assets ($) | $272,056,000 | 154 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,906,000 | 114 |
| 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 | $2,063,000 | 114 |
| Number of Managed Accounts | $1,500,000 | 108 |
| Number of Non-Managed Accounts | $563,000 | 103 |
| Total fiduciary and related assets | $1,344,583,000 | 155 |
| Managed Assets ($) | $1,087,390,000 | 125 |
| Non-managed Assets ($) | $257,193,000 | 164 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,844,000 | 121 |
| 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 | $2,062,000 | 115 |
| Number of Managed Accounts | $1,499,000 | 113 |
| Number of Non-Managed Accounts | $563,000 | 103 |
| Total fiduciary and related assets | $1,308,019,000 | 159 |
| Managed Assets ($) | $1,057,199,000 | 125 |
| Non-managed Assets ($) | $250,820,000 | 176 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,207,000 | 119 |
| 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 | $2,093,000 | 114 |
| Number of Managed Accounts | $1,505,000 | 110 |
| Number of Non-Managed Accounts | $588,000 | 100 |
| Total fiduciary and related assets | $1,349,813,000 | 157 |
| Managed Assets ($) | $1,092,551,000 | 123 |
| Non-managed Assets ($) | $257,262,000 | 174 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,005,000 | 121 |
| 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 | $2,124,000 | 119 |
| Number of Managed Accounts | $1,525,000 | 109 |
| Number of Non-Managed Accounts | $599,000 | 115 |
| Total fiduciary and related assets | $1,342,993,000 | 156 |
| Managed Assets ($) | $1,091,105,000 | 119 |
| Non-managed Assets ($) | $251,888,000 | 178 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,072,000 | 115 |
| 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 | $2,132,000 | 111 |
| Number of Managed Accounts | $1,534,000 | 106 |
| Number of Non-Managed Accounts | $598,000 | 97 |
| Total fiduciary and related assets | $1,335,763,000 | 153 |
| Managed Assets ($) | $1,089,897,000 | 116 |
| Non-managed Assets ($) | $245,866,000 | 174 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,084,000 | 114 |
| 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 | $2,143,000 | 107 |
| Number of Managed Accounts | $1,543,000 | 103 |
| Number of Non-Managed Accounts | $600,000 | 98 |
| Total fiduciary and related assets | $1,318,105,000 | 151 |
| Managed Assets ($) | $1,077,394,000 | 113 |
| Non-managed Assets ($) | $240,711,000 | 176 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,153,000 | 112 |
| 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 | $2,302,000 | 108 |
| Number of Managed Accounts | $1,699,000 | 101 |
| Number of Non-Managed Accounts | $603,000 | 103 |
| Total fiduciary and related assets | $1,299,078,000 | 157 |
| Managed Assets ($) | $1,064,703,000 | 119 |
| Non-managed Assets ($) | $234,375,000 | 180 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,056,000 | 115 |
| 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 | $2,171,000 | 118 |
| Number of Managed Accounts | $1,565,000 | 112 |
| Number of Non-Managed Accounts | $606,000 | 123 |
| Total fiduciary and related assets | $1,359,999,000 | 155 |
| Managed Assets ($) | $1,116,982,000 | 117 |
| Non-managed Assets ($) | $243,017,000 | 181 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,574,000 | 119 |
| 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 | $2,250,000 | 109 |
| Number of Managed Accounts | $1,635,000 | 104 |
| Number of Non-Managed Accounts | $615,000 | 105 |
| Total fiduciary and related assets | $1,282,275,000 | 155 |
| Managed Assets ($) | $1,058,824,000 | 121 |
| Non-managed Assets ($) | $223,451,000 | 186 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,677,000 | 121 |
| 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 | $2,243,000 | 110 |
| Number of Managed Accounts | $1,627,000 | 105 |
| Number of Non-Managed Accounts | $616,000 | 108 |
| Total fiduciary and related assets | $1,240,955,000 | 159 |
| Managed Assets ($) | $1,014,299,000 | 121 |
| Non-managed Assets ($) | $226,656,000 | 182 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,864,000 | 123 |
| 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 | $2,282,000 | 109 |
| Number of Managed Accounts | $1,635,000 | 103 |
| Number of Non-Managed Accounts | $647,000 | 102 |
| Total fiduciary and related assets | $1,227,323,000 | 160 |
| Managed Assets ($) | $998,450,000 | 121 |
| Non-managed Assets ($) | $228,873,000 | 185 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,949,000 | 122 |
| 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 | $2,263,000 | 122 |
| Number of Managed Accounts | $1,610,000 | 112 |
| Number of Non-Managed Accounts | $653,000 | 121 |
| Total fiduciary and related assets | $1,241,037,000 | 163 |
| Managed Assets ($) | $1,020,920,000 | 126 |
| Non-managed Assets ($) | $220,117,000 | 194 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,918,000 | 130 |
| 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 | $2,245,000 | 120 |
| Number of Managed Accounts | $1,585,000 | 116 |
| Number of Non-Managed Accounts | $660,000 | 112 |
| Total fiduciary and related assets | $1,125,941,000 | 173 |
| Managed Assets ($) | $932,853,000 | 134 |
| Non-managed Assets ($) | $193,088,000 | 206 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,213,000 | 133 |
| 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 | $2,821,000 | 106 |
| Number of Managed Accounts | $1,659,000 | 109 |
| Number of Non-Managed Accounts | $1,162,000 | 82 |
| Total fiduciary and related assets | $1,108,586,000 | 176 |
| Managed Assets ($) | $917,132,000 | 132 |
| Non-managed Assets ($) | $191,454,000 | 202 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,575,000 | 136 |
| 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 | $2,825,000 | 109 |
| Number of Managed Accounts | $1,699,000 | 112 |
| Number of Non-Managed Accounts | $1,126,000 | 88 |
| Total fiduciary and related assets | $1,097,527,000 | 178 |
| Managed Assets ($) | $925,136,000 | 131 |
| Non-managed Assets ($) | $172,391,000 | 214 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,732,000 | 139 |
| 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 | $2,804,000 | 114 |
| Number of Managed Accounts | $1,689,000 | 118 |
| Number of Non-Managed Accounts | $1,115,000 | 94 |
| Total fiduciary and related assets | $1,105,932,000 | 176 |
| Managed Assets ($) | $914,578,000 | 133 |
| Non-managed Assets ($) | $191,354,000 | 213 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,610,000 | 142 |
| 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 | $2,525,000 | 108 |
| Number of Managed Accounts | $1,565,000 | 111 |
| Number of Non-Managed Accounts | $960,000 | 99 |
| Total fiduciary and related assets | $1,184,683,000 | 161 |
| Managed Assets ($) | $943,331,000 | 128 |
| Non-managed Assets ($) | $241,352,000 | 180 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,584,000 | 143 |
| 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 | $4,278,000 | 183 |
| 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 | $3,893,000 | 229 |
| 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 | $3,567,000 | 234 |
| 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 | $3,210,000 | 253 |
| 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 | $2,897,000 | 290 |
| 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 | $2,681,000 | 316 |
| 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 | $2,616,000 | 318 |
| 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 | $2,332,000 | 349 |
| 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 | $2,128,000 | 371 |