Home > Community Bank > Fiduciary and Related Services
Community Bank, Fiduciary and Related Services
| 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 | $2,812,000 | 108 |
| Number of Managed Accounts | $2,365,000 | 92 |
| Number of Non-Managed Accounts | $447,000 | 96 |
| Total fiduciary and related assets | $2,587,832,000 | 159 |
| Managed Assets ($) | $1,968,582,000 | 138 |
| Non-managed Assets ($) | $619,250,000 | 142 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,789,000 | 156 |
| 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 | $2,886,000 | 101 |
| Number of Managed Accounts | $2,424,000 | 88 |
| Number of Non-Managed Accounts | $462,000 | 90 |
| Total fiduciary and related assets | $2,181,528,000 | 166 |
| Managed Assets ($) | $1,924,069,000 | 132 |
| Non-managed Assets ($) | $257,459,000 | 190 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,161,000 | 152 |
| 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 | $2,905,000 | 107 |
| Number of Managed Accounts | $2,445,000 | 94 |
| Number of Non-Managed Accounts | $460,000 | 90 |
| Total fiduciary and related assets | $2,143,771,000 | 175 |
| Managed Assets ($) | $1,895,005,000 | 141 |
| Non-managed Assets ($) | $248,766,000 | 190 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,315,000 | 149 |
| 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 | $2,922,000 | 109 |
| Number of Managed Accounts | $2,463,000 | 94 |
| Number of Non-Managed Accounts | $459,000 | 98 |
| Total fiduciary and related assets | $2,083,122,000 | 173 |
| Managed Assets ($) | $1,842,777,000 | 144 |
| Non-managed Assets ($) | $240,345,000 | 200 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,764,000 | 161 |
| 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 | $2,946,000 | 104 |
| Number of Managed Accounts | $2,476,000 | 91 |
| Number of Non-Managed Accounts | $470,000 | 88 |
| Total fiduciary and related assets | $1,992,479,000 | 170 |
| Managed Assets ($) | $1,745,568,000 | 142 |
| Non-managed Assets ($) | $246,911,000 | 190 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,961,000 | 161 |
| 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 | $2,956,000 | 92 |
| Number of Managed Accounts | $2,483,000 | 84 |
| Number of Non-Managed Accounts | $473,000 | 79 |
| Total fiduciary and related assets | $2,079,902,000 | 140 |
| Managed Assets ($) | $1,819,790,000 | 122 |
| Non-managed Assets ($) | $260,112,000 | 162 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,204,000 | 133 |
| 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 | $2,990,000 | 92 |
| Number of Managed Accounts | $2,510,000 | 85 |
| Number of Non-Managed Accounts | $480,000 | 77 |
| Total fiduciary and related assets | $2,294,638,000 | 144 |
| Managed Assets ($) | $1,998,967,000 | 122 |
| Non-managed Assets ($) | $295,671,000 | 157 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,351,000 | 127 |
| 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 | $3,027,000 | 91 |
| Number of Managed Accounts | $2,532,000 | 83 |
| Number of Non-Managed Accounts | $495,000 | 81 |
| Total fiduciary and related assets | $2,364,215,000 | 144 |
| Managed Assets ($) | $2,073,766,000 | 118 |
| Non-managed Assets ($) | $290,449,000 | 172 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,562,000 | 131 |
| 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 | $3,080,000 | 87 |
| Number of Managed Accounts | $2,576,000 | 82 |
| Number of Non-Managed Accounts | $504,000 | 76 |
| Total fiduciary and related assets | $2,317,914,000 | 143 |
| Managed Assets ($) | $2,039,407,000 | 119 |
| Non-managed Assets ($) | $278,507,000 | 164 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,249,000 | 135 |
| 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 | $3,116,000 | 86 |
| Number of Managed Accounts | $2,607,000 | 82 |
| Number of Non-Managed Accounts | $509,000 | 79 |
| Total fiduciary and related assets | $2,347,212,000 | 143 |
| Managed Assets ($) | $2,089,521,000 | 117 |
| Non-managed Assets ($) | $257,691,000 | 172 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,339,000 | 128 |
| 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 | $3,136,000 | 82 |
| Number of Managed Accounts | $2,616,000 | 82 |
| Number of Non-Managed Accounts | $520,000 | 77 |
| Total fiduciary and related assets | $2,278,771,000 | 138 |
| Managed Assets ($) | $2,030,338,000 | 118 |
| Non-managed Assets ($) | $248,433,000 | 166 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,202,000 | 126 |
| 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 | $3,149,000 | 85 |
| Number of Managed Accounts | $2,626,000 | 83 |
| Number of Non-Managed Accounts | $523,000 | 84 |
| Total fiduciary and related assets | $2,218,163,000 | 141 |
| Managed Assets ($) | $1,973,005,000 | 119 |
| Non-managed Assets ($) | $245,158,000 | 174 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,719,000 | 133 |
| 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 | $3,170,000 | 83 |
| Number of Managed Accounts | $2,642,000 | 80 |
| Number of Non-Managed Accounts | $528,000 | 76 |
| Total fiduciary and related assets | $2,065,867,000 | 139 |
| Managed Assets ($) | $1,836,912,000 | 116 |
| Non-managed Assets ($) | $228,955,000 | 166 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,821,000 | 135 |
| 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 | $3,182,000 | 81 |
| Number of Managed Accounts | $2,647,000 | 79 |
| Number of Non-Managed Accounts | $535,000 | 79 |
| Total fiduciary and related assets | $2,047,982,000 | 139 |
| Managed Assets ($) | $1,799,600,000 | 116 |
| Non-managed Assets ($) | $248,382,000 | 168 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,218,000 | 135 |
| 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 | $2,842,000 | 89 |
| Number of Managed Accounts | $2,333,000 | 92 |
| Number of Non-Managed Accounts | $509,000 | 78 |
| Total fiduciary and related assets | $1,790,168,000 | 140 |
| Managed Assets ($) | $1,548,415,000 | 119 |
| Non-managed Assets ($) | $241,753,000 | 159 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,728,000 | 137 |
| 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 | $2,865,000 | 93 |
| Number of Managed Accounts | $2,351,000 | 95 |
| Number of Non-Managed Accounts | $514,000 | 87 |
| Total fiduciary and related assets | $2,008,996,000 | 140 |
| Managed Assets ($) | $1,737,256,000 | 120 |
| Non-managed Assets ($) | $271,740,000 | 157 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,711,000 | 142 |
| 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 | $2,905,000 | 90 |
| Number of Managed Accounts | $2,380,000 | 91 |
| Number of Non-Managed Accounts | $525,000 | 82 |
| Total fiduciary and related assets | $1,914,469,000 | 140 |
| Managed Assets ($) | $1,673,026,000 | 121 |
| Non-managed Assets ($) | $241,443,000 | 164 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,324,000 | 142 |
| 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 | $2,938,000 | 90 |
| Number of Managed Accounts | $2,404,000 | 88 |
| Number of Non-Managed Accounts | $534,000 | 84 |
| Total fiduciary and related assets | $1,915,885,000 | 140 |
| Managed Assets ($) | $1,630,340,000 | 122 |
| Non-managed Assets ($) | $285,545,000 | 150 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,906,000 | 144 |
| 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 | $2,973,000 | 90 |
| Number of Managed Accounts | $2,428,000 | 86 |
| Number of Non-Managed Accounts | $545,000 | 84 |
| Total fiduciary and related assets | $1,821,157,000 | 143 |
| Managed Assets ($) | $1,568,840,000 | 124 |
| Non-managed Assets ($) | $252,317,000 | 155 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,569,000 | 139 |
| 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 | $2,988,000 | 91 |
| Number of Managed Accounts | $2,438,000 | 84 |
| Number of Non-Managed Accounts | $550,000 | 93 |
| Total fiduciary and related assets | $1,705,917,000 | 142 |
| Managed Assets ($) | $1,472,667,000 | 122 |
| Non-managed Assets ($) | $233,250,000 | 162 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,395,000 | 147 |
| 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 | $3,014,000 | 87 |
| Number of Managed Accounts | $2,460,000 | 82 |
| Number of Non-Managed Accounts | $554,000 | 85 |
| Total fiduciary and related assets | $1,835,987,000 | 142 |
| Managed Assets ($) | $1,563,980,000 | 123 |
| Non-managed Assets ($) | $272,007,000 | 159 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,182,000 | 145 |
| 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 | $3,061,000 | 87 |
| Number of Managed Accounts | $2,492,000 | 81 |
| Number of Non-Managed Accounts | $569,000 | 81 |
| Total fiduciary and related assets | $1,793,748,000 | 140 |
| Managed Assets ($) | $1,533,790,000 | 122 |
| Non-managed Assets ($) | $259,958,000 | 164 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,862,000 | 143 |
| 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 | $3,084,000 | 84 |
| Number of Managed Accounts | $2,502,000 | 80 |
| Number of Non-Managed Accounts | $582,000 | 82 |
| Total fiduciary and related assets | $1,782,953,000 | 144 |
| Managed Assets ($) | $1,529,834,000 | 124 |
| Non-managed Assets ($) | $253,119,000 | 168 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,543,000 | 143 |
| 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 | $3,155,000 | 86 |
| Number of Managed Accounts | $2,562,000 | 79 |
| Number of Non-Managed Accounts | $593,000 | 87 |
| Total fiduciary and related assets | $1,830,993,000 | 142 |
| Managed Assets ($) | $1,559,158,000 | 123 |
| Non-managed Assets ($) | $271,835,000 | 160 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,986,000 | 158 |
| 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 | $3,254,000 | 78 |
| Number of Managed Accounts | $2,628,000 | 75 |
| Number of Non-Managed Accounts | $626,000 | 76 |
| Total fiduciary and related assets | $1,850,689,000 | 139 |
| Managed Assets ($) | $1,571,548,000 | 121 |
| Non-managed Assets ($) | $279,141,000 | 163 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,690,000 | 161 |
| 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 | $3,362,000 | 73 |
| Number of Managed Accounts | $2,707,000 | 69 |
| Number of Non-Managed Accounts | $655,000 | 75 |
| Total fiduciary and related assets | $1,841,579,000 | 135 |
| Managed Assets ($) | $1,558,661,000 | 117 |
| Non-managed Assets ($) | $282,918,000 | 156 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,452,000 | 169 |
| 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 | $2,040,000 | 114 |
| Number of Managed Accounts | $1,430,000 | 131 |
| Number of Non-Managed Accounts | $610,000 | 75 |
| Total fiduciary and related assets | $1,279,134,000 | 164 |
| Managed Assets ($) | $1,056,391,000 | 142 |
| Non-managed Assets ($) | $222,743,000 | 171 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,498,000 | 184 |
| 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 | $2,042,000 | 113 |
| Number of Managed Accounts | $1,432,000 | 131 |
| Number of Non-Managed Accounts | $610,000 | 84 |
| Total fiduciary and related assets | $1,269,679,000 | 162 |
| Managed Assets ($) | $1,043,682,000 | 139 |
| Non-managed Assets ($) | $225,997,000 | 161 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,710,000 | 183 |
| 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 | $2,026,000 | 112 |
| Number of Managed Accounts | $1,420,000 | 127 |
| Number of Non-Managed Accounts | $606,000 | 77 |
| Total fiduciary and related assets | $1,215,302,000 | 164 |
| Managed Assets ($) | $1,022,851,000 | 141 |
| Non-managed Assets ($) | $192,451,000 | 176 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,268,000 | 184 |
| 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 | $2,006,000 | 119 |
| Number of Managed Accounts | $1,399,000 | 132 |
| Number of Non-Managed Accounts | $607,000 | 78 |
| Total fiduciary and related assets | $1,193,395,000 | 167 |
| Managed Assets ($) | $996,400,000 | 143 |
| Non-managed Assets ($) | $196,995,000 | 173 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,828,000 | 185 |
| 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 | $2,006,000 | 117 |
| Number of Managed Accounts | $1,395,000 | 131 |
| Number of Non-Managed Accounts | $611,000 | 80 |
| Total fiduciary and related assets | $1,179,862,000 | 168 |
| Managed Assets ($) | $979,532,000 | 145 |
| Non-managed Assets ($) | $200,330,000 | 170 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,445,000 | 183 |
| 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 | $2,000,000 | 119 |
| Number of Managed Accounts | $1,381,000 | 131 |
| Number of Non-Managed Accounts | $619,000 | 85 |
| Total fiduciary and related assets | $1,146,945,000 | 171 |
| Managed Assets ($) | $963,484,000 | 144 |
| Non-managed Assets ($) | $183,461,000 | 180 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,113,000 | 196 |
| 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 | $1,701,000 | 135 |
| Number of Managed Accounts | $1,265,000 | 140 |
| Number of Non-Managed Accounts | $436,000 | 101 |
| Total fiduciary and related assets | $1,040,110,000 | 177 |
| Managed Assets ($) | $887,573,000 | 152 |
| Non-managed Assets ($) | $152,537,000 | 192 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,855,000 | 194 |
| 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 | $1,711,000 | 137 |
| Number of Managed Accounts | $1,267,000 | 144 |
| Number of Non-Managed Accounts | $444,000 | 101 |
| Total fiduciary and related assets | $1,093,723,000 | 179 |
| Managed Assets ($) | $922,242,000 | 155 |
| Non-managed Assets ($) | $171,481,000 | 186 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,591,000 | 197 |
| 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 | $1,711,000 | 137 |
| Number of Managed Accounts | $1,269,000 | 141 |
| Number of Non-Managed Accounts | $442,000 | 103 |
| Total fiduciary and related assets | $1,091,161,000 | 180 |
| Managed Assets ($) | $928,941,000 | 154 |
| Non-managed Assets ($) | $162,220,000 | 189 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,310,000 | 198 |
| 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 | $1,711,000 | 136 |
| Number of Managed Accounts | $1,266,000 | 138 |
| Number of Non-Managed Accounts | $445,000 | 118 |
| Total fiduciary and related assets | $1,082,031,000 | 178 |
| Managed Assets ($) | $928,469,000 | 152 |
| Non-managed Assets ($) | $153,562,000 | 190 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,206,000 | 191 |
| 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 | $1,718,000 | 129 |
| Number of Managed Accounts | $1,277,000 | 137 |
| Number of Non-Managed Accounts | $441,000 | 101 |
| Total fiduciary and related assets | $1,053,353,000 | 176 |
| Managed Assets ($) | $897,368,000 | 151 |
| Non-managed Assets ($) | $155,985,000 | 190 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,942,000 | 189 |
| 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 | $1,719,000 | 126 |
| Number of Managed Accounts | $1,274,000 | 136 |
| Number of Non-Managed Accounts | $445,000 | 101 |
| Total fiduciary and related assets | $1,069,964,000 | 173 |
| Managed Assets ($) | $905,646,000 | 148 |
| Non-managed Assets ($) | $164,318,000 | 187 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,657,000 | 187 |
| 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 | $1,718,000 | 128 |
| Number of Managed Accounts | $1,269,000 | 137 |
| Number of Non-Managed Accounts | $449,000 | 104 |
| Total fiduciary and related assets | $1,060,898,000 | 171 |
| Managed Assets ($) | $891,416,000 | 145 |
| Non-managed Assets ($) | $169,482,000 | 186 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,281,000 | 193 |
| 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 | $1,727,000 | 132 |
| Number of Managed Accounts | $1,275,000 | 135 |
| Number of Non-Managed Accounts | $452,000 | 115 |
| Total fiduciary and related assets | $1,033,480,000 | 169 |
| Managed Assets ($) | $885,194,000 | 146 |
| Non-managed Assets ($) | $148,286,000 | 202 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,827,000 | 190 |
| 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 | $1,720,000 | 127 |
| Number of Managed Accounts | $1,262,000 | 131 |
| Number of Non-Managed Accounts | $458,000 | 100 |
| Total fiduciary and related assets | $983,640,000 | 169 |
| Managed Assets ($) | $838,197,000 | 147 |
| Non-managed Assets ($) | $145,443,000 | 191 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,685,000 | 185 |
| 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 | $1,722,000 | 128 |
| Number of Managed Accounts | $1,260,000 | 127 |
| Number of Non-Managed Accounts | $462,000 | 99 |
| Total fiduciary and related assets | $952,938,000 | 166 |
| Managed Assets ($) | $807,917,000 | 147 |
| Non-managed Assets ($) | $145,021,000 | 193 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,577,000 | 173 |
| 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 | $1,705,000 | 133 |
| Number of Managed Accounts | $1,245,000 | 126 |
| Number of Non-Managed Accounts | $460,000 | 100 |
| Total fiduciary and related assets | $962,672,000 | 168 |
| Managed Assets ($) | $819,826,000 | 144 |
| Non-managed Assets ($) | $142,846,000 | 193 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,249,000 | 177 |
| 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 | $1,685,000 | 141 |
| Number of Managed Accounts | $1,231,000 | 131 |
| Number of Non-Managed Accounts | $454,000 | 117 |
| Total fiduciary and related assets | $908,771,000 | 172 |
| Managed Assets ($) | $783,945,000 | 146 |
| Non-managed Assets ($) | $124,826,000 | 217 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,545,000 | 189 |
| 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 | $1,658,000 | 131 |
| Number of Managed Accounts | $1,219,000 | 130 |
| Number of Non-Managed Accounts | $439,000 | 99 |
| Total fiduciary and related assets | $873,950,000 | 174 |
| Managed Assets ($) | $771,894,000 | 145 |
| Non-managed Assets ($) | $102,056,000 | 214 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,248,000 | 190 |
| 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 | $1,645,000 | 133 |
| Number of Managed Accounts | $1,220,000 | 127 |
| Number of Non-Managed Accounts | $425,000 | 103 |
| Total fiduciary and related assets | $867,397,000 | 164 |
| Managed Assets ($) | $769,298,000 | 138 |
| Non-managed Assets ($) | $98,099,000 | 214 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,179,000 | 192 |
| 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 | $1,643,000 | 136 |
| Number of Managed Accounts | $1,216,000 | 128 |
| Number of Non-Managed Accounts | $427,000 | 103 |
| Total fiduciary and related assets | $881,773,000 | 163 |
| Managed Assets ($) | $784,949,000 | 139 |
| Non-managed Assets ($) | $96,824,000 | 207 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,103,000 | 188 |
| 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 | $1,650,000 | 140 |
| Number of Managed Accounts | $1,220,000 | 128 |
| Number of Non-Managed Accounts | $430,000 | 122 |
| Total fiduciary and related assets | $854,653,000 | 162 |
| Managed Assets ($) | $763,888,000 | 140 |
| Non-managed Assets ($) | $90,765,000 | 238 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,538,000 | 176 |
| 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 | $1,658,000 | 135 |
| Number of Managed Accounts | $1,230,000 | 128 |
| Number of Non-Managed Accounts | $428,000 | 103 |
| Total fiduciary and related assets | $746,445,000 | 177 |
| Managed Assets ($) | $662,559,000 | 149 |
| Non-managed Assets ($) | $83,886,000 | 216 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,537,000 | 185 |
| 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 | $1,636,000 | 135 |
| Number of Managed Accounts | $1,215,000 | 131 |
| Number of Non-Managed Accounts | $421,000 | 106 |
| Total fiduciary and related assets | $839,394,000 | 169 |
| Managed Assets ($) | $728,118,000 | 147 |
| Non-managed Assets ($) | $111,276,000 | 205 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,508,000 | 204 |
| 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 | $1,056,000 | 194 |
| Number of Managed Accounts | $630,000 | 219 |
| Number of Non-Managed Accounts | $426,000 | 106 |
| Total fiduciary and related assets | $519,841,000 | 234 |
| Managed Assets ($) | $409,654,000 | 220 |
| Non-managed Assets ($) | $110,187,000 | 210 |
| Memoranda | ||
| Gross Fiduciary activities income | $569,000 | 248 |
| 2010-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,053,000 | 209 |
| Number of Managed Accounts | $621,000 | 236 |
| Number of Non-Managed Accounts | $432,000 | 124 |
| Total fiduciary and related assets | $510,339,000 | 235 |
| Managed Assets ($) | $403,126,000 | 219 |
| Non-managed Assets ($) | $107,213,000 | 223 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,978,000 | 262 |
| 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 | $1,088,000 | 189 |
| Number of Managed Accounts | $640,000 | 216 |
| Number of Non-Managed Accounts | $448,000 | 108 |
| Total fiduciary and related assets | $597,086,000 | 208 |
| Managed Assets ($) | $365,340,000 | 226 |
| Non-managed Assets ($) | $231,746,000 | 150 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,481,000 | 261 |
| 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 | $1,088,000 | 187 |
| Number of Managed Accounts | $641,000 | 216 |
| Number of Non-Managed Accounts | $447,000 | 109 |
| Total fiduciary and related assets | $569,769,000 | 206 |
| Managed Assets ($) | $351,733,000 | 220 |
| Non-managed Assets ($) | $218,036,000 | 150 |
| Memoranda | ||
| Gross Fiduciary activities income | $992,000 | 260 |
| 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 | $1,077,000 | 189 |
| Number of Managed Accounts | $657,000 | 208 |
| Number of Non-Managed Accounts | $420,000 | 118 |
| Total fiduciary and related assets | $655,742,000 | 195 |
| Managed Assets ($) | $383,628,000 | 215 |
| Non-managed Assets ($) | $272,114,000 | 143 |
| Memoranda | ||
| Gross Fiduciary activities income | $525,000 | 252 |
| 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 | $1,077,000 | 205 |
| Number of Managed Accounts | $659,000 | 226 |
| Number of Non-Managed Accounts | $418,000 | 146 |
| Total fiduciary and related assets | $603,409,000 | 208 |
| Managed Assets ($) | $368,391,000 | 223 |
| Non-managed Assets ($) | $235,018,000 | 151 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,879,000 | 259 |
| 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 | $1,120,000 | 183 |
| Number of Managed Accounts | $686,000 | 208 |
| Number of Non-Managed Accounts | $434,000 | 116 |
| Total fiduciary and related assets | $525,744,000 | 224 |
| Managed Assets ($) | $360,790,000 | 227 |
| Non-managed Assets ($) | $164,954,000 | 169 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,412,000 | 257 |
| 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 | $1,142,000 | 181 |
| Number of Managed Accounts | $705,000 | 203 |
| Number of Non-Managed Accounts | $437,000 | 113 |
| Total fiduciary and related assets | $550,700,000 | 216 |
| Managed Assets ($) | $399,150,000 | 205 |
| Non-managed Assets ($) | $151,550,000 | 171 |
| Memoranda | ||
| Gross Fiduciary activities income | $973,000 | 256 |
| 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 | $1,529,000 | 136 |
| Number of Managed Accounts | $726,000 | 198 |
| Number of Non-Managed Accounts | $803,000 | 78 |
| Total fiduciary and related assets | $1,225,627,000 | 132 |
| Managed Assets ($) | $391,563,000 | 195 |
| Non-managed Assets ($) | $834,064,000 | 91 |
| Memoranda | ||
| Gross Fiduciary activities income | $477,000 | 257 |
| 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 | $1,573,000 | 147 |
| Number of Managed Accounts | $750,000 | 209 |
| Number of Non-Managed Accounts | $823,000 | 95 |
| Total fiduciary and related assets | $1,257,437,000 | 133 |
| Managed Assets ($) | $401,108,000 | 202 |
| Non-managed Assets ($) | $856,329,000 | 97 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,103,000 | 255 |
| 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 | $1,221,000 | 171 |
| Number of Managed Accounts | $772,000 | 190 |
| Number of Non-Managed Accounts | $449,000 | 119 |
| Total fiduciary and related assets | $1,371,648,000 | 133 |
| Managed Assets ($) | $436,488,000 | 203 |
| Non-managed Assets ($) | $935,160,000 | 97 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,701,000 | 250 |
| 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 | $1,218,000 | 173 |
| Number of Managed Accounts | $771,000 | 195 |
| Number of Non-Managed Accounts | $447,000 | 124 |
| Total fiduciary and related assets | $1,452,259,000 | 136 |
| Managed Assets ($) | $457,069,000 | 210 |
| Non-managed Assets ($) | $995,190,000 | 97 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,142,000 | 256 |
| 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 | $1,200,000 | 181 |
| Number of Managed Accounts | $772,000 | 195 |
| Number of Non-Managed Accounts | $428,000 | 128 |
| Total fiduciary and related assets | $1,420,066,000 | 143 |
| Managed Assets ($) | $471,019,000 | 206 |
| Non-managed Assets ($) | $949,047,000 | 104 |
| Memoranda | ||
| Gross Fiduciary activities income | $545,000 | 263 |
| 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 | $1,191,000 | 192 |
| Number of Managed Accounts | $771,000 | 199 |
| Number of Non-Managed Accounts | $420,000 | 151 |
| Total fiduciary and related assets | $1,391,814,000 | 146 |
| Managed Assets ($) | $489,169,000 | 204 |
| Non-managed Assets ($) | $902,645,000 | 108 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,251,000 | 257 |
| 2007-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,510,000 | 91 |
| Number of Managed Accounts | $1,312,000 | 122 |
| Number of Non-Managed Accounts | $1,198,000 | 64 |
| Total fiduciary and related assets | $3,151,291,000 | 95 |
| Managed Assets ($) | $707,971,000 | 160 |
| Non-managed Assets ($) | $2,443,320,000 | 67 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,695,000 | 255 |
| 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 | $2,394,000 | 95 |
| Number of Managed Accounts | $1,283,000 | 126 |
| Number of Non-Managed Accounts | $1,111,000 | 65 |
| Total fiduciary and related assets | $2,870,613,000 | 103 |
| Managed Assets ($) | $698,493,000 | 167 |
| Non-managed Assets ($) | $2,172,120,000 | 74 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,171,000 | 259 |
| 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 | $2,407,000 | 92 |
| Number of Managed Accounts | $1,322,000 | 120 |
| Number of Non-Managed Accounts | $1,085,000 | 66 |
| Total fiduciary and related assets | $2,708,040,000 | 105 |
| Managed Assets ($) | $684,326,000 | 166 |
| Non-managed Assets ($) | $2,023,714,000 | 75 |
| Memoranda | ||
| Gross Fiduciary activities income | $603,000 | 255 |
| 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 | $2,365,000 | 100 |
| Number of Managed Accounts | $1,336,000 | 121 |
| Number of Non-Managed Accounts | $1,029,000 | 77 |
| Total fiduciary and related assets | $2,595,511,000 | 104 |
| Managed Assets ($) | $720,869,000 | 164 |
| Non-managed Assets ($) | $1,874,642,000 | 78 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,382,000 | 242 |
| 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 | $2,306,000 | 101 |
| Number of Managed Accounts | $1,322,000 | 125 |
| Number of Non-Managed Accounts | $984,000 | 72 |
| Total fiduciary and related assets | $2,407,923,000 | 111 |
| Managed Assets ($) | $686,766,000 | 170 |
| Non-managed Assets ($) | $1,721,157,000 | 82 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,836,000 | 241 |
| 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 | $2,279,000 | 107 |
| Number of Managed Accounts | $1,330,000 | 130 |
| Number of Non-Managed Accounts | $949,000 | 74 |
| Total fiduciary and related assets | $2,215,479,000 | 118 |
| Managed Assets ($) | $708,227,000 | 168 |
| Non-managed Assets ($) | $1,507,252,000 | 93 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,322,000 | 235 |
| 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 | $2,209,000 | 109 |
| Number of Managed Accounts | $1,281,000 | 134 |
| Number of Non-Managed Accounts | $928,000 | 76 |
| Total fiduciary and related assets | $2,169,423,000 | 121 |
| Managed Assets ($) | $692,450,000 | 172 |
| Non-managed Assets ($) | $1,476,973,000 | 92 |
| Memoranda | ||
| Gross Fiduciary activities income | $730,000 | 220 |
| 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 | $2,220,000 | 114 |
| Number of Managed Accounts | $1,332,000 | 125 |
| Number of Non-Managed Accounts | $888,000 | 91 |
| Total fiduciary and related assets | $2,033,762,000 | 123 |
| Managed Assets ($) | $696,439,000 | 171 |
| Non-managed Assets ($) | $1,337,323,000 | 97 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,132,000 | 260 |
| 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 | $2,286,000 | 104 |
| Number of Managed Accounts | $1,438,000 | 113 |
| Number of Non-Managed Accounts | $848,000 | 83 |
| Total fiduciary and related assets | $2,061,084,000 | 123 |
| Managed Assets ($) | $798,730,000 | 156 |
| Non-managed Assets ($) | $1,262,354,000 | 99 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,573,000 | 259 |
| 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 | $2,281,000 | 103 |
| Number of Managed Accounts | $1,483,000 | 106 |
| Number of Non-Managed Accounts | $798,000 | 86 |
| Total fiduciary and related assets | $1,941,285,000 | 121 |
| Managed Assets ($) | $787,129,000 | 153 |
| Non-managed Assets ($) | $1,154,156,000 | 101 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,018,000 | 263 |
| 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 | $2,300,000 | 109 |
| Number of Managed Accounts | $1,538,000 | 107 |
| Number of Non-Managed Accounts | $762,000 | 95 |
| Total fiduciary and related assets | $1,869,073,000 | 128 |
| Managed Assets ($) | $800,580,000 | 151 |
| Non-managed Assets ($) | $1,068,493,000 | 109 |
| Memoranda | ||
| Gross Fiduciary activities income | $514,000 | 265 |
| 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 | $2,295,000 | 116 |
| Number of Managed Accounts | $1,570,000 | 111 |
| Number of Non-Managed Accounts | $725,000 | 110 |
| Total fiduciary and related assets | $1,862,457,000 | 131 |
| Managed Assets ($) | $833,170,000 | 142 |
| Non-managed Assets ($) | $1,029,287,000 | 112 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,213,000 | 199 |
| 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 | $2,319,000 | 107 |
| Number of Managed Accounts | $1,625,000 | 106 |
| Number of Non-Managed Accounts | $694,000 | 96 |
| Total fiduciary and related assets | $1,701,170,000 | 135 |
| Managed Assets ($) | $783,662,000 | 144 |
| Non-managed Assets ($) | $917,508,000 | 115 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,308,000 | 201 |
| 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 | $2,334,000 | 107 |
| Number of Managed Accounts | $1,667,000 | 103 |
| Number of Non-Managed Accounts | $667,000 | 102 |
| Total fiduciary and related assets | $1,703,964,000 | 135 |
| Managed Assets ($) | $822,481,000 | 135 |
| Non-managed Assets ($) | $881,483,000 | 122 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,551,000 | 206 |
| 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 | $2,080,000 | 114 |
| Number of Managed Accounts | $1,438,000 | 115 |
| Number of Non-Managed Accounts | $642,000 | 103 |
| Total fiduciary and related assets | $1,628,551,000 | 141 |
| Managed Assets ($) | $792,178,000 | 144 |
| Non-managed Assets ($) | $836,373,000 | 121 |
| Memoranda | ||
| Gross Fiduciary activities income | $815,000 | 192 |
| 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 | $1,349,000 | 176 |
| Number of Managed Accounts | $758,000 | 206 |
| Number of Non-Managed Accounts | $591,000 | 133 |
| Total fiduciary and related assets | $1,170,144,000 | 167 |
| Managed Assets ($) | $399,685,000 | 219 |
| Non-managed Assets ($) | $770,459,000 | 125 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,602,000 | 220 |
| 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 | $1,303,000 | 177 |
| Number of Managed Accounts | $744,000 | 204 |
| Number of Non-Managed Accounts | $559,000 | 126 |
| Total fiduciary and related assets | $1,050,232,000 | 179 |
| Managed Assets ($) | $378,782,000 | 229 |
| Non-managed Assets ($) | $671,450,000 | 138 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,600,000 | 195 |
| 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 | $1,280,000 | 180 |
| Number of Managed Accounts | $734,000 | 207 |
| Number of Non-Managed Accounts | $546,000 | 127 |
| Total fiduciary and related assets | $1,003,622,000 | 185 |
| Managed Assets ($) | $372,722,000 | 231 |
| Non-managed Assets ($) | $630,900,000 | 139 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,768,000 | 198 |
| 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 | $1,248,000 | 192 |
| Number of Managed Accounts | $743,000 | 215 |
| Number of Non-Managed Accounts | $505,000 | 136 |
| Total fiduciary and related assets | $910,259,000 | 198 |
| Managed Assets ($) | $355,255,000 | 235 |
| Non-managed Assets ($) | $555,004,000 | 147 |
| Memoranda | ||
| Gross Fiduciary activities income | $859,000 | 205 |
| 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 | $1,141,000 | 222 |
| Number of Managed Accounts | $741,000 | 232 |
| Number of Non-Managed Accounts | $400,000 | 189 |
| Total fiduciary and related assets | $813,798,000 | 207 |
| Managed Assets ($) | $345,078,000 | 240 |
| Non-managed Assets ($) | $468,720,000 | 155 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,231,000 | 214 |
| 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 | $1,049,000 | 218 |
| Number of Managed Accounts | $770,000 | 202 |
| Number of Non-Managed Accounts | $279,000 | 233 |
| Total fiduciary and related assets | $686,360,000 | 209 |
| Managed Assets ($) | $341,900,000 | 237 |
| Non-managed Assets ($) | $344,460,000 | 158 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,058,000 | 223 |
| 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 | $2,549,000 | 255 |
| 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 | $2,344,000 | 304 |
| 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 | $1,922,000 | 329 |
| 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 | $1,725,000 | 352 |
| 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 | $1,523,000 | 405 |
| 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 | $1,447,000 | 449 |
| 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 | $1,379,000 | 449 |
| 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 | $1,113,000 | 518 |
| 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 | $898,000 | 579 |