Home > First Western Trust Bank > Fiduciary and Related Services
First Western Trust 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 | $2,271,000 | 126 |
| Number of Managed Accounts | $2,005,000 | 107 |
| Number of Non-Managed Accounts | $266,000 | 135 |
| Total fiduciary and related assets | $6,235,687,000 | 101 |
| Managed Assets ($) | $3,519,957,000 | 96 |
| Non-managed Assets ($) | $2,715,730,000 | 79 |
| Memoranda | ||
| Gross Fiduciary activities income | $18,714,000 | 123 |
| 2023-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 5 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,492,000 | 114 |
| Number of Managed Accounts | $2,202,000 | 99 |
| Number of Non-Managed Accounts | $290,000 | 108 |
| Total fiduciary and related assets | $5,911,524,000 | 103 |
| Managed Assets ($) | $3,387,566,000 | 98 |
| Non-managed Assets ($) | $2,523,958,000 | 81 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,027,000 | 122 |
| 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 | $2,527,000 | 113 |
| Number of Managed Accounts | $2,241,000 | 96 |
| Number of Non-Managed Accounts | $286,000 | 119 |
| Total fiduciary and related assets | $5,996,009,000 | 100 |
| Managed Assets ($) | $3,611,728,000 | 91 |
| Non-managed Assets ($) | $2,384,281,000 | 85 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,199,000 | 119 |
| 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 | $2,541,000 | 119 |
| Number of Managed Accounts | $2,258,000 | 102 |
| Number of Non-Managed Accounts | $283,000 | 119 |
| Total fiduciary and related assets | $5,822,536,000 | 109 |
| Managed Assets ($) | $3,539,548,000 | 98 |
| Non-managed Assets ($) | $2,282,988,000 | 93 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,617,000 | 127 |
| 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 | $2,511,000 | 120 |
| Number of Managed Accounts | $2,231,000 | 105 |
| Number of Non-Managed Accounts | $280,000 | 136 |
| Total fiduciary and related assets | $5,635,922,000 | 105 |
| Managed Assets ($) | $3,420,475,000 | 100 |
| Non-managed Assets ($) | $2,215,447,000 | 91 |
| Memoranda | ||
| Gross Fiduciary activities income | $18,947,000 | 122 |
| 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 | $2,522,000 | 116 |
| Number of Managed Accounts | $2,244,000 | 103 |
| Number of Non-Managed Accounts | $278,000 | 123 |
| Total fiduciary and related assets | $5,417,665,000 | 106 |
| Managed Assets ($) | $3,229,150,000 | 102 |
| Non-managed Assets ($) | $2,188,515,000 | 89 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,598,000 | 121 |
| 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 | $2,580,000 | 101 |
| Number of Managed Accounts | $2,304,000 | 94 |
| Number of Non-Managed Accounts | $276,000 | 111 |
| Total fiduciary and related assets | $5,733,667,000 | 82 |
| Managed Assets ($) | $3,413,157,000 | 83 |
| Non-managed Assets ($) | $2,320,510,000 | 75 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,936,000 | 102 |
| 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 | $2,619,000 | 101 |
| Number of Managed Accounts | $2,344,000 | 92 |
| Number of Non-Managed Accounts | $275,000 | 110 |
| Total fiduciary and related assets | $6,520,044,000 | 82 |
| Managed Assets ($) | $4,037,700,000 | 78 |
| Non-managed Assets ($) | $2,482,344,000 | 73 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,160,000 | 102 |
| 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 | $2,668,000 | 100 |
| Number of Managed Accounts | $2,380,000 | 89 |
| Number of Non-Managed Accounts | $288,000 | 118 |
| Total fiduciary and related assets | $6,741,592,000 | 80 |
| Managed Assets ($) | $4,267,186,000 | 72 |
| Non-managed Assets ($) | $2,474,406,000 | 73 |
| Memoranda | ||
| Gross Fiduciary activities income | $20,176,000 | 102 |
| 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 | $2,672,000 | 99 |
| Number of Managed Accounts | $2,402,000 | 90 |
| Number of Non-Managed Accounts | $270,000 | 111 |
| Total fiduciary and related assets | $6,314,130,000 | 82 |
| Managed Assets ($) | $3,981,260,000 | 75 |
| Non-managed Assets ($) | $2,332,870,000 | 73 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,966,000 | 100 |
| 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 | $2,713,000 | 98 |
| Number of Managed Accounts | $2,442,000 | 89 |
| Number of Non-Managed Accounts | $271,000 | 113 |
| Total fiduciary and related assets | $6,167,893,000 | 82 |
| Managed Assets ($) | $3,935,721,000 | 74 |
| Non-managed Assets ($) | $2,232,172,000 | 75 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,808,000 | 100 |
| 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 | $2,697,000 | 98 |
| Number of Managed Accounts | $2,430,000 | 89 |
| Number of Non-Managed Accounts | $267,000 | 115 |
| Total fiduciary and related assets | $5,912,958,000 | 82 |
| Managed Assets ($) | $3,753,908,000 | 74 |
| Non-managed Assets ($) | $2,159,050,000 | 73 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,817,000 | 104 |
| 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 | $2,617,000 | 103 |
| Number of Managed Accounts | $2,363,000 | 93 |
| Number of Non-Managed Accounts | $254,000 | 137 |
| Total fiduciary and related assets | $5,759,642,000 | 84 |
| Managed Assets ($) | $3,729,804,000 | 75 |
| Non-managed Assets ($) | $2,029,838,000 | 78 |
| Memoranda | ||
| Gross Fiduciary activities income | $16,104,000 | 107 |
| 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 | $2,695,000 | 96 |
| Number of Managed Accounts | $2,440,000 | 86 |
| Number of Non-Managed Accounts | $255,000 | 117 |
| Total fiduciary and related assets | $5,306,790,000 | 84 |
| Managed Assets ($) | $3,314,043,000 | 79 |
| Non-managed Assets ($) | $1,992,747,000 | 75 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,688,000 | 108 |
| 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 | $2,674,000 | 97 |
| Number of Managed Accounts | $2,423,000 | 90 |
| Number of Non-Managed Accounts | $251,000 | 125 |
| Total fiduciary and related assets | $4,903,467,000 | 85 |
| Managed Assets ($) | $3,079,537,000 | 83 |
| Non-managed Assets ($) | $1,823,930,000 | 78 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,767,000 | 110 |
| 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 | $2,722,000 | 96 |
| Number of Managed Accounts | $2,471,000 | 84 |
| Number of Non-Managed Accounts | $251,000 | 121 |
| Total fiduciary and related assets | $4,802,508,000 | 81 |
| Managed Assets ($) | $2,870,042,000 | 81 |
| Non-managed Assets ($) | $1,932,466,000 | 73 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,937,000 | 112 |
| 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 | $3,535,000 | 75 |
| Number of Managed Accounts | $3,239,000 | 65 |
| Number of Non-Managed Accounts | $296,000 | 128 |
| Total fiduciary and related assets | $5,368,481,000 | 78 |
| Managed Assets ($) | $3,369,592,000 | 78 |
| Non-managed Assets ($) | $1,998,889,000 | 75 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,905,000 | 108 |
| 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 | $2,799,000 | 91 |
| Number of Managed Accounts | $2,538,000 | 84 |
| Number of Non-Managed Accounts | $261,000 | 121 |
| Total fiduciary and related assets | $5,273,437,000 | 81 |
| Managed Assets ($) | $3,308,097,000 | 78 |
| Non-managed Assets ($) | $1,965,340,000 | 74 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,887,000 | 109 |
| 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 | $2,848,000 | 92 |
| Number of Managed Accounts | $2,585,000 | 81 |
| Number of Non-Managed Accounts | $263,000 | 122 |
| Total fiduciary and related assets | $5,162,544,000 | 81 |
| Managed Assets ($) | $3,212,302,000 | 77 |
| Non-managed Assets ($) | $1,950,242,000 | 74 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,829,000 | 109 |
| 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 | $2,781,000 | 93 |
| Number of Managed Accounts | $2,527,000 | 82 |
| Number of Non-Managed Accounts | $254,000 | 124 |
| Total fiduciary and related assets | $4,954,624,000 | 85 |
| Managed Assets ($) | $3,159,194,000 | 78 |
| Non-managed Assets ($) | $1,795,430,000 | 76 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,918,000 | 110 |
| 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 | $2,694,000 | 99 |
| Number of Managed Accounts | $2,460,000 | 82 |
| Number of Non-Managed Accounts | $234,000 | 155 |
| Total fiduciary and related assets | $4,512,126,000 | 87 |
| Managed Assets ($) | $2,839,207,000 | 79 |
| Non-managed Assets ($) | $1,672,919,000 | 80 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,829,000 | 107 |
| 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 | $2,711,000 | 95 |
| Number of Managed Accounts | $2,483,000 | 81 |
| Number of Non-Managed Accounts | $228,000 | 133 |
| Total fiduciary and related assets | $4,845,419,000 | 86 |
| Managed Assets ($) | $3,132,076,000 | 76 |
| Non-managed Assets ($) | $1,713,343,000 | 76 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,868,000 | 106 |
| 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 | $2,668,000 | 94 |
| Number of Managed Accounts | $2,500,000 | 79 |
| Number of Non-Managed Accounts | $168,000 | 159 |
| Total fiduciary and related assets | $4,626,681,000 | 88 |
| Managed Assets ($) | $2,991,795,000 | 80 |
| Non-managed Assets ($) | $1,634,886,000 | 82 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,947,000 | 104 |
| 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 | $2,683,000 | 95 |
| Number of Managed Accounts | $2,517,000 | 79 |
| Number of Non-Managed Accounts | $166,000 | 164 |
| Total fiduciary and related assets | $4,554,869,000 | 87 |
| Managed Assets ($) | $3,000,202,000 | 80 |
| Non-managed Assets ($) | $1,554,667,000 | 83 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,098,000 | 102 |
| 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 | $2,734,000 | 95 |
| Number of Managed Accounts | $2,571,000 | 78 |
| Number of Non-Managed Accounts | $163,000 | 206 |
| Total fiduciary and related assets | $4,588,818,000 | 85 |
| Managed Assets ($) | $3,126,332,000 | 74 |
| Non-managed Assets ($) | $1,462,486,000 | 87 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,422,000 | 103 |
| 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 | $2,690,000 | 94 |
| Number of Managed Accounts | $2,528,000 | 79 |
| Number of Non-Managed Accounts | $162,000 | 165 |
| Total fiduciary and related assets | $4,376,336,000 | 87 |
| Managed Assets ($) | $2,953,953,000 | 77 |
| Non-managed Assets ($) | $1,422,383,000 | 88 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,384,000 | 103 |
| 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 | $2,662,000 | 90 |
| Number of Managed Accounts | $2,503,000 | 75 |
| Number of Non-Managed Accounts | $159,000 | 166 |
| Total fiduciary and related assets | $4,242,442,000 | 86 |
| Managed Assets ($) | $2,851,872,000 | 76 |
| Non-managed Assets ($) | $1,390,570,000 | 86 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,490,000 | 104 |
| 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 | $2,638,000 | 91 |
| Number of Managed Accounts | $2,479,000 | 75 |
| Number of Non-Managed Accounts | $159,000 | 161 |
| Total fiduciary and related assets | $4,154,500,000 | 88 |
| Managed Assets ($) | $2,741,230,000 | 76 |
| Non-managed Assets ($) | $1,413,270,000 | 84 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,740,000 | 104 |
| 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 | $2,638,000 | 90 |
| Number of Managed Accounts | $2,489,000 | 74 |
| Number of Non-Managed Accounts | $149,000 | 220 |
| Total fiduciary and related assets | $4,014,325,000 | 88 |
| Managed Assets ($) | $2,691,833,000 | 76 |
| Non-managed Assets ($) | $1,322,492,000 | 88 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,709,000 | 102 |
| 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 | $2,622,000 | 90 |
| Number of Managed Accounts | $2,478,000 | 73 |
| Number of Non-Managed Accounts | $144,000 | 173 |
| Total fiduciary and related assets | $3,981,988,000 | 87 |
| Managed Assets ($) | $2,670,913,000 | 74 |
| Non-managed Assets ($) | $1,311,075,000 | 88 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,986,000 | 102 |
| 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 | $2,647,000 | 90 |
| Number of Managed Accounts | $2,507,000 | 73 |
| Number of Non-Managed Accounts | $140,000 | 178 |
| Total fiduciary and related assets | $3,931,533,000 | 87 |
| Managed Assets ($) | $2,649,486,000 | 73 |
| Non-managed Assets ($) | $1,282,047,000 | 88 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,207,000 | 105 |
| 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 | $2,683,000 | 92 |
| Number of Managed Accounts | $2,549,000 | 71 |
| Number of Non-Managed Accounts | $134,000 | 180 |
| Total fiduciary and related assets | $3,783,580,000 | 89 |
| Managed Assets ($) | $2,598,306,000 | 74 |
| Non-managed Assets ($) | $1,185,274,000 | 90 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,557,000 | 105 |
| 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 | $2,651,000 | 94 |
| Number of Managed Accounts | $2,537,000 | 70 |
| Number of Non-Managed Accounts | $114,000 | 257 |
| Total fiduciary and related assets | $3,679,079,000 | 89 |
| Managed Assets ($) | $2,541,790,000 | 74 |
| Non-managed Assets ($) | $1,137,289,000 | 91 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,551,000 | 103 |
| 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 | $2,639,000 | 93 |
| Number of Managed Accounts | $2,468,000 | 71 |
| Number of Non-Managed Accounts | $171,000 | 162 |
| Total fiduciary and related assets | $3,617,808,000 | 87 |
| Managed Assets ($) | $2,492,653,000 | 77 |
| Non-managed Assets ($) | $1,125,155,000 | 90 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,854,000 | 102 |
| 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 | $2,621,000 | 94 |
| Number of Managed Accounts | $2,462,000 | 72 |
| Number of Non-Managed Accounts | $159,000 | 167 |
| Total fiduciary and related assets | $3,734,352,000 | 87 |
| Managed Assets ($) | $2,584,388,000 | 76 |
| Non-managed Assets ($) | $1,149,964,000 | 91 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,206,000 | 104 |
| 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 | $2,577,000 | 93 |
| Number of Managed Accounts | $2,423,000 | 72 |
| Number of Non-Managed Accounts | $154,000 | 173 |
| Total fiduciary and related assets | $3,723,378,000 | 89 |
| Managed Assets ($) | $2,583,843,000 | 75 |
| Non-managed Assets ($) | $1,139,535,000 | 92 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,536,000 | 106 |
| 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 | $2,574,000 | 96 |
| Number of Managed Accounts | $2,426,000 | 70 |
| Number of Non-Managed Accounts | $148,000 | 237 |
| Total fiduciary and related assets | $3,701,721,000 | 87 |
| Managed Assets ($) | $2,611,382,000 | 72 |
| Non-managed Assets ($) | $1,090,339,000 | 91 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,842,000 | 101 |
| 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 | $2,543,000 | 92 |
| Number of Managed Accounts | $2,394,000 | 71 |
| Number of Non-Managed Accounts | $149,000 | 169 |
| Total fiduciary and related assets | $3,527,977,000 | 88 |
| Managed Assets ($) | $2,607,115,000 | 71 |
| Non-managed Assets ($) | $920,862,000 | 93 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,221,000 | 102 |
| 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 | $2,499,000 | 91 |
| Number of Managed Accounts | $2,359,000 | 72 |
| Number of Non-Managed Accounts | $140,000 | 172 |
| Total fiduciary and related assets | $3,542,176,000 | 85 |
| Managed Assets ($) | $2,650,040,000 | 70 |
| Non-managed Assets ($) | $892,136,000 | 93 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,628,000 | 104 |
| 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 | $2,492,000 | 93 |
| Number of Managed Accounts | $2,359,000 | 75 |
| Number of Non-Managed Accounts | $133,000 | 177 |
| Total fiduciary and related assets | $3,441,202,000 | 86 |
| Managed Assets ($) | $2,593,756,000 | 72 |
| Non-managed Assets ($) | $847,446,000 | 93 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,307,000 | 105 |
| 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 | $2,438,000 | 99 |
| Number of Managed Accounts | $2,303,000 | 76 |
| Number of Non-Managed Accounts | $135,000 | 251 |
| Total fiduciary and related assets | $3,280,845,000 | 89 |
| Managed Assets ($) | $2,613,374,000 | 72 |
| Non-managed Assets ($) | $667,471,000 | 101 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,188,000 | 107 |
| 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 | $2,416,000 | 98 |
| Number of Managed Accounts | $2,353,000 | 74 |
| Number of Non-Managed Accounts | $63,000 | 243 |
| Total fiduciary and related assets | $3,129,143,000 | 88 |
| Managed Assets ($) | $2,714,682,000 | 68 |
| Non-managed Assets ($) | $414,461,000 | 121 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,999,000 | 105 |
| 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 | $2,373,000 | 98 |
| Number of Managed Accounts | $2,373,000 | 73 |
| Number of Non-Managed Accounts | $0 | 391 |
| Total fiduciary and related assets | $2,986,487,000 | 89 |
| Managed Assets ($) | $2,986,487,000 | 64 |
| Non-managed Assets ($) | $0 | 389 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,892,000 | 106 |
| 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 | $2,327,000 | 98 |
| Number of Managed Accounts | $2,327,000 | 73 |
| Number of Non-Managed Accounts | $0 | 394 |
| Total fiduciary and related assets | $2,934,606,000 | 87 |
| Managed Assets ($) | $2,934,606,000 | 63 |
| Non-managed Assets ($) | $0 | 392 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,957,000 | 106 |
| 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 | $2,329,000 | 100 |
| Number of Managed Accounts | $2,268,000 | 73 |
| Number of Non-Managed Accounts | $61,000 | 436 |
| Total fiduciary and related assets | $2,739,529,000 | 93 |
| Managed Assets ($) | $2,393,415,000 | 73 |
| Non-managed Assets ($) | $346,114,000 | 128 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,554,000 | 105 |
| 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 | $2,270,000 | 96 |
| Number of Managed Accounts | $2,270,000 | 74 |
| Number of Non-Managed Accounts | $0 | 373 |
| Total fiduciary and related assets | $2,681,951,000 | 92 |
| Managed Assets ($) | $2,681,951,000 | 66 |
| Non-managed Assets ($) | $0 | 370 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,786,000 | 107 |
| 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 | $2,248,000 | 96 |
| Number of Managed Accounts | $2,185,000 | 74 |
| Number of Non-Managed Accounts | $63,000 | 243 |
| Total fiduciary and related assets | $2,574,584,000 | 92 |
| Managed Assets ($) | $1,274,968,000 | 105 |
| Non-managed Assets ($) | $1,299,616,000 | 80 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,087,000 | 110 |
| 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 | $2,246,000 | 96 |
| Number of Managed Accounts | $2,246,000 | 71 |
| Number of Non-Managed Accounts | $0 | 372 |
| Total fiduciary and related assets | $2,595,402,000 | 91 |
| Managed Assets ($) | $2,595,402,000 | 66 |
| Non-managed Assets ($) | $0 | 371 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,540,000 | 107 |
| 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 | $2,186,000 | 98 |
| Number of Managed Accounts | $2,186,000 | 74 |
| Number of Non-Managed Accounts | $0 | 1,166 |
| Total fiduciary and related assets | $2,367,065,000 | 95 |
| Managed Assets ($) | $2,367,065,000 | 67 |
| Non-managed Assets ($) | $0 | 1,160 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,302,000 | 100 |
| 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 | $1,719,000 | 126 |
| Number of Managed Accounts | $1,719,000 | 95 |
| Number of Non-Managed Accounts | $0 | 395 |
| Total fiduciary and related assets | $2,020,379,000 | 105 |
| Managed Assets ($) | $2,020,379,000 | 76 |
| Non-managed Assets ($) | $0 | 393 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,684,000 | 104 |
| 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 | $1,602,000 | 139 |
| Number of Managed Accounts | $1,602,000 | 100 |
| Number of Non-Managed Accounts | $0 | 400 |
| Total fiduciary and related assets | $2,253,291,000 | 102 |
| Managed Assets ($) | $2,253,291,000 | 76 |
| Non-managed Assets ($) | $0 | 398 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,671,000 | 121 |
| 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 | $1,391,000 | 149 |
| Number of Managed Accounts | $1,391,000 | 112 |
| Number of Non-Managed Accounts | $0 | 404 |
| Total fiduciary and related assets | $2,011,383,000 | 105 |
| Managed Assets ($) | $2,011,383,000 | 80 |
| Non-managed Assets ($) | $0 | 403 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,749,000 | 124 |
| 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 | $1,362,000 | 163 |
| Number of Managed Accounts | $1,362,000 | 118 |
| Number of Non-Managed Accounts | $0 | 1,219 |
| Total fiduciary and related assets | $1,887,776,000 | 111 |
| Managed Assets ($) | $1,887,776,000 | 83 |
| Non-managed Assets ($) | $0 | 1,212 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,285,000 | 140 |
| 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 | $1,313,000 | 156 |
| Number of Managed Accounts | $1,313,000 | 119 |
| Number of Non-Managed Accounts | $0 | 391 |
| Total fiduciary and related assets | $1,745,895,000 | 114 |
| Managed Assets ($) | $1,745,895,000 | 84 |
| Non-managed Assets ($) | $0 | 389 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,774,000 | 142 |
| 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 | $1,162,000 | 173 |
| Number of Managed Accounts | $1,162,000 | 127 |
| Number of Non-Managed Accounts | $0 | 394 |
| Total fiduciary and related assets | $611,390,000 | 198 |
| Managed Assets ($) | $611,390,000 | 151 |
| Non-managed Assets ($) | $0 | 392 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,451,000 | 145 |
| 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 | $1,130,000 | 178 |
| Number of Managed Accounts | $1,130,000 | 129 |
| Number of Non-Managed Accounts | $0 | 401 |
| Total fiduciary and related assets | $684,812,000 | 189 |
| Managed Assets ($) | $684,812,000 | 148 |
| Non-managed Assets ($) | $0 | 399 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,193,000 | 149 |
| 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 | $1,105,000 | 199 |
| Number of Managed Accounts | $1,105,000 | 140 |
| Number of Non-Managed Accounts | $0 | 1,248 |
| Total fiduciary and related assets | $639,835,000 | 200 |
| Managed Assets ($) | $639,835,000 | 154 |
| Non-managed Assets ($) | $0 | 1,242 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,359,000 | 154 |
| 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 | $1,100,000 | 188 |
| Number of Managed Accounts | $1,100,000 | 134 |
| Number of Non-Managed Accounts | $0 | 386 |
| Total fiduciary and related assets | $579,407,000 | 211 |
| Managed Assets ($) | $579,407,000 | 165 |
| Non-managed Assets ($) | $0 | 385 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,089,000 | 157 |
| 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 | $1,108,000 | 189 |
| Number of Managed Accounts | $1,108,000 | 141 |
| Number of Non-Managed Accounts | $0 | 393 |
| Total fiduciary and related assets | $501,699,000 | 224 |
| Managed Assets ($) | $501,699,000 | 172 |
| Non-managed Assets ($) | $0 | 391 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,137,000 | 155 |
| 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 | $1,110,000 | 186 |
| Number of Managed Accounts | $1,110,000 | 141 |
| Number of Non-Managed Accounts | $0 | 393 |
| Total fiduciary and related assets | $447,634,000 | 228 |
| Managed Assets ($) | $447,634,000 | 176 |
| Non-managed Assets ($) | $0 | 392 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,011,000 | 157 |
| 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 | $1,139,000 | 199 |
| Number of Managed Accounts | $1,139,000 | 140 |
| Number of Non-Managed Accounts | $0 | 1,251 |
| Total fiduciary and related assets | $462,043,000 | 233 |
| Managed Assets ($) | $462,043,000 | 177 |
| Non-managed Assets ($) | $0 | 1,241 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,802,000 | 156 |
| 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 | $1,141,000 | 190 |
| Number of Managed Accounts | $1,141,000 | 136 |
| Number of Non-Managed Accounts | $0 | 421 |
| Total fiduciary and related assets | $532,555,000 | 228 |
| Managed Assets ($) | $532,555,000 | 175 |
| Non-managed Assets ($) | $0 | 420 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,704,000 | 158 |
| 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 | $1,097,000 | 199 |
| Number of Managed Accounts | $1,097,000 | 143 |
| Number of Non-Managed Accounts | $0 | 427 |
| Total fiduciary and related assets | $567,183,000 | 232 |
| Managed Assets ($) | $567,183,000 | 177 |
| Non-managed Assets ($) | $0 | 426 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,413,000 | 165 |
| 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 | $1,063,000 | 206 |
| Number of Managed Accounts | $1,063,000 | 151 |
| Number of Non-Managed Accounts | $0 | 433 |
| Total fiduciary and related assets | $577,563,000 | 235 |
| Managed Assets ($) | $577,563,000 | 176 |
| Non-managed Assets ($) | $0 | 431 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,156,000 | 168 |
| 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 | $1,030,000 | 217 |
| Number of Managed Accounts | $1,030,000 | 156 |
| Number of Non-Managed Accounts | $0 | 1,300 |
| Total fiduciary and related assets | $581,656,000 | 239 |
| Managed Assets ($) | $581,656,000 | 179 |
| Non-managed Assets ($) | $0 | 1,291 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,500,000 | 171 |
| 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 | $1,016,000 | 202 |
| Number of Managed Accounts | $1,016,000 | 156 |
| Number of Non-Managed Accounts | $0 | 417 |
| Total fiduciary and related assets | $593,203,000 | 235 |
| Managed Assets ($) | $593,203,000 | 178 |
| Non-managed Assets ($) | $0 | 416 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,333,000 | 169 |
| 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 | $960,000 | 214 |
| Number of Managed Accounts | $960,000 | 161 |
| Number of Non-Managed Accounts | $0 | 422 |
| Total fiduciary and related assets | $605,579,000 | 240 |
| Managed Assets ($) | $605,579,000 | 184 |
| Non-managed Assets ($) | $0 | 421 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,241,000 | 174 |
| 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 | $940,000 | 213 |
| Number of Managed Accounts | $940,000 | 160 |
| Number of Non-Managed Accounts | $0 | 425 |
| Total fiduciary and related assets | $572,826,000 | 242 |
| Managed Assets ($) | $572,826,000 | 184 |
| Non-managed Assets ($) | $0 | 424 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,091,000 | 175 |
| 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 | $911,000 | 246 |
| Number of Managed Accounts | $911,000 | 168 |
| Number of Non-Managed Accounts | $0 | 1,332 |
| Total fiduciary and related assets | $589,289,000 | 237 |
| Managed Assets ($) | $589,289,000 | 180 |
| Non-managed Assets ($) | $0 | 1,321 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,571,000 | 184 |
| 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 | $908,000 | 227 |
| Number of Managed Accounts | $908,000 | 167 |
| Number of Non-Managed Accounts | $0 | 409 |
| Total fiduciary and related assets | $465,412,000 | 270 |
| Managed Assets ($) | $465,412,000 | 210 |
| Non-managed Assets ($) | $0 | 408 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,577,000 | 196 |
| 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 | $875,000 | 239 |
| Number of Managed Accounts | $875,000 | 182 |
| Number of Non-Managed Accounts | $0 | 412 |
| Total fiduciary and related assets | $474,780,000 | 266 |
| Managed Assets ($) | $474,780,000 | 205 |
| Non-managed Assets ($) | $0 | 411 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,702,000 | 203 |
| 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 | $870,000 | 238 |
| Number of Managed Accounts | $870,000 | 183 |
| Number of Non-Managed Accounts | $0 | 423 |
| Total fiduciary and related assets | $452,847,000 | 280 |
| Managed Assets ($) | $452,847,000 | 215 |
| Non-managed Assets ($) | $0 | 422 |
| Memoranda | ||
| Gross Fiduciary activities income | $844,000 | 201 |
| 2005-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $499,000 | 376 |
| Number of Managed Accounts | $499,000 | 287 |
| Number of Non-Managed Accounts | $0 | 1,373 |
| Total fiduciary and related assets | $465,793,000 | 266 |
| Managed Assets ($) | $465,793,000 | 207 |
| Non-managed Assets ($) | $0 | 1,365 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,579,000 | 228 |
| 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 | $818,000 | 237 |
| Number of Managed Accounts | $818,000 | 189 |
| Number of Non-Managed Accounts | $0 | 414 |
| Total fiduciary and related assets | $395,600,000 | 291 |
| Managed Assets ($) | $395,600,000 | 223 |
| Non-managed Assets ($) | $0 | 412 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,852,000 | 229 |
| 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 | $794,000 | 247 |
| Number of Managed Accounts | $794,000 | 191 |
| Number of Non-Managed Accounts | $0 | 431 |
| Total fiduciary and related assets | $357,259,000 | 301 |
| Managed Assets ($) | $357,259,000 | 234 |
| Non-managed Assets ($) | $0 | 429 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,172,000 | 238 |
| 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 | $538,000 | 307 |
| Number of Managed Accounts | $526,000 | 254 |
| Number of Non-Managed Accounts | $12,000 | 385 |
| Total fiduciary and related assets | $314,791,000 | 316 |
| Managed Assets ($) | $313,428,000 | 247 |
| Non-managed Assets ($) | $1,363,000 | 408 |
| Memoranda | ||
| Gross Fiduciary activities income | $435,000 | 294 |
| 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 | $185,000 | 712 |
| Number of Managed Accounts | $181,000 | 556 |
| Number of Non-Managed Accounts | $4,000 | 1,139 |
| Total fiduciary and related assets | $204,335,000 | 414 |
| Managed Assets ($) | $201,887,000 | 332 |
| Non-managed Assets ($) | $2,448,000 | 899 |
| Memoranda | ||
| Gross Fiduciary activities income | $79,000 | 982 |
| 2004-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 453 |
| Number of Managed Accounts | $0 | 424 |
| Number of Non-Managed Accounts | $0 | 423 |
| Total fiduciary and related assets | $0 | 451 |
| Managed Assets ($) | $0 | 424 |
| Non-managed Assets ($) | $0 | 421 |
| Memoranda | ||
| Gross Fiduciary activities income | $34,000 | 1,070 |
| 2004-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 462 |
| Number of Managed Accounts | $0 | 429 |
| Number of Non-Managed Accounts | $0 | 432 |
| Total fiduciary and related assets | $0 | 459 |
| Managed Assets ($) | $0 | 429 |
| Non-managed Assets ($) | $0 | 429 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,000 | 1,136 |
| 2004-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $0 | 1,848 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 473 |
| Number of Managed Accounts | $0 | 438 |
| Number of Non-Managed Accounts | $0 | 438 |
| Total fiduciary and related assets | $0 | 471 |
| Managed Assets ($) | $0 | 438 |
| Non-managed Assets ($) | $0 | 436 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,441 |