Home > Sandy Spring Bank > Fiduciary and Related Services
Sandy Spring 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 | $1,799,000 | 150 |
| Number of Managed Accounts | $1,789,000 | 118 |
| Number of Non-Managed Accounts | $10,000 | 618 |
| Total fiduciary and related assets | $1,908,196,000 | 187 |
| Managed Assets ($) | $1,755,932,000 | 150 |
| Non-managed Assets ($) | $152,264,000 | 240 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,343,000 | 145 |
| 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 | $1,841,000 | 144 |
| Number of Managed Accounts | $1,831,000 | 114 |
| Number of Non-Managed Accounts | $10,000 | 326 |
| Total fiduciary and related assets | $1,791,996,000 | 183 |
| Managed Assets ($) | $1,643,728,000 | 149 |
| Non-managed Assets ($) | $148,268,000 | 210 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,943,000 | 142 |
| 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 | $1,843,000 | 146 |
| Number of Managed Accounts | $1,835,000 | 114 |
| Number of Non-Managed Accounts | $8,000 | 392 |
| Total fiduciary and related assets | $1,890,199,000 | 176 |
| Managed Assets ($) | $1,734,555,000 | 141 |
| Non-managed Assets ($) | $155,644,000 | 225 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,089,000 | 140 |
| 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 | $1,856,000 | 154 |
| Number of Managed Accounts | $1,848,000 | 121 |
| Number of Non-Managed Accounts | $8,000 | 342 |
| Total fiduciary and related assets | $1,824,073,000 | 186 |
| Managed Assets ($) | $1,676,147,000 | 151 |
| Non-managed Assets ($) | $147,926,000 | 218 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,532,000 | 145 |
| 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 | $1,829,000 | 160 |
| Number of Managed Accounts | $1,821,000 | 123 |
| Number of Non-Managed Accounts | $8,000 | 669 |
| Total fiduciary and related assets | $1,751,813,000 | 187 |
| Managed Assets ($) | $1,607,528,000 | 154 |
| Non-managed Assets ($) | $144,285,000 | 242 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,874,000 | 147 |
| 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 | $1,777,000 | 159 |
| Number of Managed Accounts | $1,769,000 | 127 |
| Number of Non-Managed Accounts | $8,000 | 347 |
| Total fiduciary and related assets | $1,677,242,000 | 186 |
| Managed Assets ($) | $1,537,861,000 | 154 |
| Non-managed Assets ($) | $139,381,000 | 220 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,621,000 | 146 |
| 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 | $1,782,000 | 141 |
| Number of Managed Accounts | $1,772,000 | 116 |
| Number of Non-Managed Accounts | $10,000 | 365 |
| Total fiduciary and related assets | $1,712,918,000 | 154 |
| Managed Assets ($) | $1,564,862,000 | 130 |
| Non-managed Assets ($) | $148,056,000 | 206 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,165,000 | 119 |
| 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 | $1,776,000 | 143 |
| Number of Managed Accounts | $1,766,000 | 120 |
| Number of Non-Managed Accounts | $10,000 | 310 |
| Total fiduciary and related assets | $1,900,239,000 | 157 |
| Managed Assets ($) | $1,736,882,000 | 135 |
| Non-managed Assets ($) | $163,357,000 | 188 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,615,000 | 118 |
| 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 | $1,769,000 | 147 |
| Number of Managed Accounts | $1,758,000 | 119 |
| Number of Non-Managed Accounts | $11,000 | 621 |
| Total fiduciary and related assets | $1,983,948,000 | 159 |
| Managed Assets ($) | $1,813,523,000 | 132 |
| Non-managed Assets ($) | $170,425,000 | 211 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,399,000 | 119 |
| 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 | $1,734,000 | 146 |
| Number of Managed Accounts | $1,720,000 | 124 |
| Number of Non-Managed Accounts | $14,000 | 295 |
| Total fiduciary and related assets | $1,925,211,000 | 159 |
| Managed Assets ($) | $1,760,349,000 | 132 |
| Non-managed Assets ($) | $164,862,000 | 192 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,779,000 | 119 |
| 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 | $1,718,000 | 148 |
| Number of Managed Accounts | $1,704,000 | 127 |
| Number of Non-Managed Accounts | $14,000 | 342 |
| Total fiduciary and related assets | $1,899,867,000 | 160 |
| Managed Assets ($) | $1,738,483,000 | 134 |
| Non-managed Assets ($) | $161,384,000 | 212 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,094,000 | 119 |
| 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 | $1,715,000 | 147 |
| Number of Managed Accounts | $1,699,000 | 127 |
| Number of Non-Managed Accounts | $16,000 | 294 |
| Total fiduciary and related assets | $1,813,290,000 | 160 |
| Managed Assets ($) | $1,661,826,000 | 135 |
| Non-managed Assets ($) | $151,464,000 | 195 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,507,000 | 121 |
| 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 | $1,690,000 | 153 |
| Number of Managed Accounts | $1,674,000 | 128 |
| Number of Non-Managed Accounts | $16,000 | 586 |
| Total fiduciary and related assets | $1,744,279,000 | 164 |
| Managed Assets ($) | $1,598,306,000 | 136 |
| Non-managed Assets ($) | $145,973,000 | 213 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,673,000 | 125 |
| 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 | $1,704,000 | 145 |
| Number of Managed Accounts | $1,684,000 | 123 |
| Number of Non-Managed Accounts | $20,000 | 288 |
| Total fiduciary and related assets | $1,633,907,000 | 158 |
| Managed Assets ($) | $1,495,809,000 | 134 |
| Non-managed Assets ($) | $138,098,000 | 197 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,498,000 | 120 |
| 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 | $1,705,000 | 150 |
| Number of Managed Accounts | $1,685,000 | 126 |
| Number of Non-Managed Accounts | $20,000 | 326 |
| Total fiduciary and related assets | $1,571,759,000 | 159 |
| Managed Assets ($) | $1,435,605,000 | 135 |
| Non-managed Assets ($) | $136,154,000 | 213 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,320,000 | 121 |
| 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 | $1,701,000 | 150 |
| Number of Managed Accounts | $1,680,000 | 124 |
| Number of Non-Managed Accounts | $21,000 | 285 |
| Total fiduciary and related assets | $1,403,518,000 | 159 |
| Managed Assets ($) | $1,279,143,000 | 138 |
| Non-managed Assets ($) | $124,375,000 | 199 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,362,000 | 122 |
| 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 | $1,681,000 | 157 |
| Number of Managed Accounts | $1,658,000 | 128 |
| Number of Non-Managed Accounts | $23,000 | 536 |
| Total fiduciary and related assets | $1,584,182,000 | 163 |
| Managed Assets ($) | $1,445,670,000 | 136 |
| Non-managed Assets ($) | $138,512,000 | 217 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,293,000 | 124 |
| 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 | $1,672,000 | 152 |
| Number of Managed Accounts | $1,647,000 | 127 |
| Number of Non-Managed Accounts | $25,000 | 281 |
| Total fiduciary and related assets | $1,527,700,000 | 164 |
| Managed Assets ($) | $1,392,789,000 | 138 |
| Non-managed Assets ($) | $134,911,000 | 204 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,572,000 | 128 |
| 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 | $1,651,000 | 154 |
| Number of Managed Accounts | $1,628,000 | 128 |
| Number of Non-Managed Accounts | $23,000 | 308 |
| Total fiduciary and related assets | $1,512,525,000 | 166 |
| Managed Assets ($) | $1,374,007,000 | 139 |
| Non-managed Assets ($) | $138,518,000 | 206 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,630,000 | 129 |
| 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 | $1,637,000 | 155 |
| Number of Managed Accounts | $1,614,000 | 127 |
| Number of Non-Managed Accounts | $23,000 | 314 |
| Total fiduciary and related assets | $1,465,609,000 | 166 |
| Managed Assets ($) | $1,333,164,000 | 139 |
| Non-managed Assets ($) | $132,445,000 | 211 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,700,000 | 132 |
| 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 | $1,673,000 | 153 |
| Number of Managed Accounts | $1,649,000 | 124 |
| Number of Non-Managed Accounts | $24,000 | 551 |
| Total fiduciary and related assets | $1,346,904,000 | 165 |
| Managed Assets ($) | $1,225,947,000 | 140 |
| Non-managed Assets ($) | $120,957,000 | 221 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,550,000 | 130 |
| 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 | $1,616,000 | 152 |
| Number of Managed Accounts | $1,592,000 | 123 |
| Number of Non-Managed Accounts | $24,000 | 315 |
| Total fiduciary and related assets | $1,465,082,000 | 165 |
| Managed Assets ($) | $1,326,909,000 | 138 |
| Non-managed Assets ($) | $138,173,000 | 211 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,414,000 | 129 |
| 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 | $1,579,000 | 156 |
| Number of Managed Accounts | $1,554,000 | 127 |
| Number of Non-Managed Accounts | $25,000 | 316 |
| Total fiduciary and related assets | $1,401,105,000 | 167 |
| Managed Assets ($) | $1,261,521,000 | 139 |
| Non-managed Assets ($) | $139,584,000 | 211 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,546,000 | 130 |
| 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 | $1,560,000 | 160 |
| Number of Managed Accounts | $1,533,000 | 128 |
| Number of Non-Managed Accounts | $27,000 | 314 |
| Total fiduciary and related assets | $1,394,588,000 | 167 |
| Managed Assets ($) | $1,253,980,000 | 138 |
| Non-managed Assets ($) | $140,608,000 | 214 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,765,000 | 131 |
| 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 | $1,543,000 | 164 |
| Number of Managed Accounts | $1,498,000 | 132 |
| Number of Non-Managed Accounts | $45,000 | 441 |
| Total fiduciary and related assets | $1,405,292,000 | 165 |
| Managed Assets ($) | $1,259,055,000 | 139 |
| Non-managed Assets ($) | $146,237,000 | 213 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,759,000 | 128 |
| 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 | $1,513,000 | 161 |
| Number of Managed Accounts | $1,485,000 | 133 |
| Number of Non-Managed Accounts | $28,000 | 303 |
| Total fiduciary and related assets | $1,372,973,000 | 166 |
| Managed Assets ($) | $1,228,746,000 | 138 |
| Non-managed Assets ($) | $144,227,000 | 212 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,949,000 | 126 |
| 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 | $1,490,000 | 160 |
| Number of Managed Accounts | $1,461,000 | 130 |
| Number of Non-Managed Accounts | $29,000 | 302 |
| Total fiduciary and related assets | $1,301,824,000 | 164 |
| Managed Assets ($) | $1,161,556,000 | 135 |
| Non-managed Assets ($) | $140,268,000 | 209 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,191,000 | 127 |
| 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 | $1,466,000 | 161 |
| Number of Managed Accounts | $1,437,000 | 130 |
| Number of Non-Managed Accounts | $29,000 | 303 |
| Total fiduciary and related assets | $1,279,846,000 | 163 |
| Managed Assets ($) | $1,141,741,000 | 134 |
| Non-managed Assets ($) | $138,105,000 | 206 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,471,000 | 129 |
| 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 | $1,447,000 | 165 |
| Number of Managed Accounts | $1,406,000 | 135 |
| Number of Non-Managed Accounts | $41,000 | 467 |
| Total fiduciary and related assets | $1,227,168,000 | 163 |
| Managed Assets ($) | $1,089,684,000 | 133 |
| Non-managed Assets ($) | $137,484,000 | 208 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,872,000 | 125 |
| 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 | $1,440,000 | 161 |
| Number of Managed Accounts | $1,412,000 | 129 |
| Number of Non-Managed Accounts | $28,000 | 315 |
| Total fiduciary and related assets | $1,196,022,000 | 167 |
| Managed Assets ($) | $1,064,598,000 | 134 |
| Non-managed Assets ($) | $131,424,000 | 208 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,227,000 | 125 |
| 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 | $1,360,000 | 171 |
| Number of Managed Accounts | $1,339,000 | 139 |
| Number of Non-Managed Accounts | $21,000 | 331 |
| Total fiduciary and related assets | $1,160,031,000 | 169 |
| Managed Assets ($) | $1,034,203,000 | 138 |
| Non-managed Assets ($) | $125,828,000 | 212 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,806,000 | 127 |
| 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 | $1,314,000 | 175 |
| Number of Managed Accounts | $1,300,000 | 142 |
| Number of Non-Managed Accounts | $14,000 | 344 |
| Total fiduciary and related assets | $1,133,738,000 | 173 |
| Managed Assets ($) | $1,015,201,000 | 139 |
| Non-managed Assets ($) | $118,537,000 | 211 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,212,000 | 130 |
| 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 | $1,339,000 | 177 |
| Number of Managed Accounts | $1,324,000 | 142 |
| Number of Non-Managed Accounts | $15,000 | 692 |
| Total fiduciary and related assets | $1,130,071,000 | 172 |
| Managed Assets ($) | $1,004,973,000 | 140 |
| Non-managed Assets ($) | $125,098,000 | 212 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,526,000 | 127 |
| 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 | $1,317,000 | 173 |
| Number of Managed Accounts | $1,307,000 | 137 |
| Number of Non-Managed Accounts | $10,000 | 356 |
| Total fiduciary and related assets | $1,117,838,000 | 172 |
| Managed Assets ($) | $993,988,000 | 138 |
| Non-managed Assets ($) | $123,850,000 | 210 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,251,000 | 128 |
| 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 | $1,297,000 | 175 |
| Number of Managed Accounts | $1,290,000 | 142 |
| Number of Non-Managed Accounts | $7,000 | 368 |
| Total fiduciary and related assets | $1,174,506,000 | 170 |
| Managed Assets ($) | $1,045,572,000 | 137 |
| Non-managed Assets ($) | $128,934,000 | 204 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,829,000 | 131 |
| 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 | $1,272,000 | 176 |
| Number of Managed Accounts | $1,265,000 | 142 |
| Number of Non-Managed Accounts | $7,000 | 370 |
| Total fiduciary and related assets | $1,164,188,000 | 172 |
| Managed Assets ($) | $1,036,843,000 | 141 |
| Non-managed Assets ($) | $127,345,000 | 209 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,309,000 | 135 |
| 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 | $1,245,000 | 184 |
| Number of Managed Accounts | $1,237,000 | 143 |
| Number of Non-Managed Accounts | $8,000 | 841 |
| Total fiduciary and related assets | $1,136,171,000 | 173 |
| Managed Assets ($) | $1,011,333,000 | 142 |
| Non-managed Assets ($) | $124,838,000 | 207 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,793,000 | 133 |
| 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 | $1,194,000 | 180 |
| Number of Managed Accounts | $1,186,000 | 148 |
| Number of Non-Managed Accounts | $8,000 | 369 |
| Total fiduciary and related assets | $1,120,160,000 | 170 |
| Managed Assets ($) | $987,732,000 | 139 |
| Non-managed Assets ($) | $132,428,000 | 200 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,491,000 | 132 |
| 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 | $1,178,000 | 178 |
| Number of Managed Accounts | $1,170,000 | 148 |
| Number of Non-Managed Accounts | $8,000 | 369 |
| Total fiduciary and related assets | $1,104,327,000 | 168 |
| Managed Assets ($) | $970,747,000 | 141 |
| Non-managed Assets ($) | $133,580,000 | 200 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,209,000 | 135 |
| 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 | $1,138,000 | 190 |
| Number of Managed Accounts | $1,131,000 | 151 |
| Number of Non-Managed Accounts | $7,000 | 372 |
| Total fiduciary and related assets | $1,062,877,000 | 169 |
| Managed Assets ($) | $934,243,000 | 142 |
| Non-managed Assets ($) | $128,634,000 | 205 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,985,000 | 140 |
| 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 | $1,110,000 | 202 |
| Number of Managed Accounts | $1,103,000 | 153 |
| Number of Non-Managed Accounts | $7,000 | 865 |
| Total fiduciary and related assets | $1,026,639,000 | 171 |
| Managed Assets ($) | $901,172,000 | 144 |
| Non-managed Assets ($) | $125,467,000 | 214 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,604,000 | 139 |
| 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 | $1,061,000 | 193 |
| Number of Managed Accounts | $1,053,000 | 153 |
| Number of Non-Managed Accounts | $8,000 | 353 |
| Total fiduciary and related assets | $1,042,500,000 | 163 |
| Managed Assets ($) | $857,080,000 | 142 |
| Non-managed Assets ($) | $185,420,000 | 173 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,624,000 | 139 |
| 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 | $1,037,000 | 194 |
| Number of Managed Accounts | $1,029,000 | 151 |
| Number of Non-Managed Accounts | $8,000 | 354 |
| Total fiduciary and related assets | $895,491,000 | 175 |
| Managed Assets ($) | $827,519,000 | 142 |
| Non-managed Assets ($) | $67,972,000 | 255 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,676,000 | 140 |
| 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 | $1,017,000 | 203 |
| Number of Managed Accounts | $1,009,000 | 157 |
| Number of Non-Managed Accounts | $8,000 | 358 |
| Total fiduciary and related assets | $891,501,000 | 177 |
| Managed Assets ($) | $820,149,000 | 143 |
| Non-managed Assets ($) | $71,352,000 | 252 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,753,000 | 143 |
| 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 | $1,007,000 | 208 |
| Number of Managed Accounts | $999,000 | 157 |
| Number of Non-Managed Accounts | $8,000 | 872 |
| Total fiduciary and related assets | $830,159,000 | 181 |
| Managed Assets ($) | $763,244,000 | 149 |
| Non-managed Assets ($) | $66,915,000 | 291 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,018,000 | 142 |
| 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 | $967,000 | 203 |
| Number of Managed Accounts | $958,000 | 157 |
| Number of Non-Managed Accounts | $9,000 | 340 |
| Total fiduciary and related assets | $836,804,000 | 180 |
| Managed Assets ($) | $769,959,000 | 146 |
| Non-managed Assets ($) | $66,845,000 | 248 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,285,000 | 140 |
| 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 | $960,000 | 204 |
| Number of Managed Accounts | $950,000 | 156 |
| Number of Non-Managed Accounts | $10,000 | 342 |
| Total fiduciary and related assets | $816,083,000 | 174 |
| Managed Assets ($) | $752,399,000 | 140 |
| Non-managed Assets ($) | $63,684,000 | 247 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,502,000 | 141 |
| 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 | $944,000 | 207 |
| Number of Managed Accounts | $934,000 | 158 |
| Number of Non-Managed Accounts | $10,000 | 341 |
| Total fiduciary and related assets | $821,208,000 | 174 |
| Managed Assets ($) | $755,775,000 | 144 |
| Non-managed Assets ($) | $65,433,000 | 241 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,677,000 | 143 |
| 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 | $905,000 | 230 |
| Number of Managed Accounts | $895,000 | 165 |
| Number of Non-Managed Accounts | $10,000 | 859 |
| Total fiduciary and related assets | $753,716,000 | 179 |
| Managed Assets ($) | $693,926,000 | 151 |
| Non-managed Assets ($) | $59,790,000 | 292 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,543,000 | 128 |
| 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 | $903,000 | 216 |
| Number of Managed Accounts | $891,000 | 162 |
| Number of Non-Managed Accounts | $12,000 | 351 |
| Total fiduciary and related assets | $708,674,000 | 183 |
| Managed Assets ($) | $654,265,000 | 152 |
| Non-managed Assets ($) | $54,409,000 | 250 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,787,000 | 130 |
| 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 | $877,000 | 221 |
| Number of Managed Accounts | $865,000 | 164 |
| Number of Non-Managed Accounts | $12,000 | 354 |
| Total fiduciary and related assets | $760,098,000 | 185 |
| Managed Assets ($) | $696,887,000 | 151 |
| Non-managed Assets ($) | $63,211,000 | 248 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,074,000 | 134 |
| 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 | $839,000 | 231 |
| Number of Managed Accounts | $824,000 | 169 |
| Number of Non-Managed Accounts | $15,000 | 344 |
| Total fiduciary and related assets | $718,115,000 | 189 |
| Managed Assets ($) | $651,019,000 | 157 |
| Non-managed Assets ($) | $67,096,000 | 240 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,441,000 | 135 |
| 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 | $790,000 | 265 |
| Number of Managed Accounts | $778,000 | 193 |
| Number of Non-Managed Accounts | $12,000 | 860 |
| Total fiduciary and related assets | $610,742,000 | 212 |
| Managed Assets ($) | $548,884,000 | 168 |
| Non-managed Assets ($) | $61,858,000 | 288 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,224,000 | 141 |
| 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 | $731,000 | 250 |
| Number of Managed Accounts | $710,000 | 199 |
| Number of Non-Managed Accounts | $21,000 | 318 |
| Total fiduciary and related assets | $535,924,000 | 225 |
| Managed Assets ($) | $472,939,000 | 182 |
| Non-managed Assets ($) | $62,985,000 | 243 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,779,000 | 141 |
| 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 | $729,000 | 250 |
| Number of Managed Accounts | $710,000 | 199 |
| Number of Non-Managed Accounts | $19,000 | 324 |
| Total fiduciary and related assets | $501,691,000 | 226 |
| Managed Assets ($) | $444,105,000 | 183 |
| Non-managed Assets ($) | $57,586,000 | 250 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,490,000 | 143 |
| 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 | $715,000 | 258 |
| Number of Managed Accounts | $692,000 | 201 |
| Number of Non-Managed Accounts | $23,000 | 319 |
| Total fiduciary and related assets | $522,298,000 | 232 |
| Managed Assets ($) | $459,555,000 | 185 |
| Non-managed Assets ($) | $62,743,000 | 252 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,210,000 | 147 |
| 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 | $719,000 | 292 |
| Number of Managed Accounts | $697,000 | 220 |
| Number of Non-Managed Accounts | $22,000 | 745 |
| Total fiduciary and related assets | $508,881,000 | 235 |
| Managed Assets ($) | $454,517,000 | 188 |
| Non-managed Assets ($) | $54,364,000 | 309 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,771,000 | 149 |
| 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 | $740,000 | 252 |
| Number of Managed Accounts | $702,000 | 203 |
| Number of Non-Managed Accounts | $38,000 | 274 |
| Total fiduciary and related assets | $496,297,000 | 236 |
| Managed Assets ($) | $434,939,000 | 197 |
| Non-managed Assets ($) | $61,358,000 | 240 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,678,000 | 146 |
| 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 | $743,000 | 250 |
| Number of Managed Accounts | $706,000 | 202 |
| Number of Non-Managed Accounts | $37,000 | 284 |
| Total fiduciary and related assets | $477,403,000 | 229 |
| Managed Assets ($) | $420,790,000 | 193 |
| Non-managed Assets ($) | $56,613,000 | 239 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,473,000 | 144 |
| 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 | $748,000 | 250 |
| Number of Managed Accounts | $705,000 | 201 |
| Number of Non-Managed Accounts | $43,000 | 275 |
| Total fiduciary and related assets | $453,666,000 | 226 |
| Managed Assets ($) | $402,227,000 | 190 |
| Non-managed Assets ($) | $51,439,000 | 239 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,230,000 | 143 |
| 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 | $750,000 | 283 |
| Number of Managed Accounts | $713,000 | 216 |
| Number of Non-Managed Accounts | $37,000 | 604 |
| Total fiduciary and related assets | $477,815,000 | 228 |
| Managed Assets ($) | $419,973,000 | 194 |
| Non-managed Assets ($) | $57,842,000 | 286 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,941,000 | 153 |
| 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 | $737,000 | 251 |
| Number of Managed Accounts | $699,000 | 201 |
| Number of Non-Managed Accounts | $38,000 | 301 |
| Total fiduciary and related assets | $515,542,000 | 234 |
| Managed Assets ($) | $449,720,000 | 197 |
| Non-managed Assets ($) | $65,822,000 | 245 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,836,000 | 153 |
| 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 | $749,000 | 258 |
| Number of Managed Accounts | $713,000 | 206 |
| Number of Non-Managed Accounts | $36,000 | 310 |
| Total fiduciary and related assets | $545,698,000 | 237 |
| Managed Assets ($) | $478,778,000 | 195 |
| Non-managed Assets ($) | $66,920,000 | 254 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,593,000 | 154 |
| 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 | $738,000 | 261 |
| Number of Managed Accounts | $703,000 | 209 |
| Number of Non-Managed Accounts | $35,000 | 311 |
| Total fiduciary and related assets | $552,461,000 | 242 |
| Managed Assets ($) | $486,834,000 | 198 |
| Non-managed Assets ($) | $65,627,000 | 257 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,254,000 | 159 |
| 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 | $728,000 | 287 |
| Number of Managed Accounts | $695,000 | 219 |
| Number of Non-Managed Accounts | $33,000 | 660 |
| Total fiduciary and related assets | $585,270,000 | 238 |
| Managed Assets ($) | $518,060,000 | 192 |
| Non-managed Assets ($) | $67,210,000 | 305 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,002,000 | 159 |
| 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 | $707,000 | 261 |
| Number of Managed Accounts | $675,000 | 211 |
| Number of Non-Managed Accounts | $32,000 | 309 |
| Total fiduciary and related assets | $537,356,000 | 246 |
| Managed Assets ($) | $468,386,000 | 214 |
| Non-managed Assets ($) | $68,970,000 | 250 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,629,000 | 157 |
| 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 | $712,000 | 262 |
| Number of Managed Accounts | $679,000 | 213 |
| Number of Non-Managed Accounts | $33,000 | 315 |
| Total fiduciary and related assets | $530,785,000 | 257 |
| Managed Assets ($) | $460,335,000 | 219 |
| Non-managed Assets ($) | $70,450,000 | 255 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,438,000 | 165 |
| 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 | $709,000 | 265 |
| Number of Managed Accounts | $679,000 | 212 |
| Number of Non-Managed Accounts | $30,000 | 323 |
| Total fiduciary and related assets | $520,579,000 | 253 |
| Managed Assets ($) | $452,199,000 | 211 |
| Non-managed Assets ($) | $68,380,000 | 256 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,200,000 | 163 |
| 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 | $686,000 | 298 |
| Number of Managed Accounts | $655,000 | 228 |
| Number of Non-Managed Accounts | $31,000 | 679 |
| Total fiduciary and related assets | $505,462,000 | 258 |
| Managed Assets ($) | $438,546,000 | 214 |
| Non-managed Assets ($) | $66,916,000 | 303 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,648,000 | 162 |
| 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 | $687,000 | 274 |
| Number of Managed Accounts | $652,000 | 219 |
| Number of Non-Managed Accounts | $35,000 | 305 |
| Total fiduciary and related assets | $479,073,000 | 264 |
| Managed Assets ($) | $413,755,000 | 221 |
| Non-managed Assets ($) | $65,318,000 | 262 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,415,000 | 171 |
| 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 | $694,000 | 275 |
| Number of Managed Accounts | $657,000 | 223 |
| Number of Non-Managed Accounts | $37,000 | 309 |
| Total fiduciary and related assets | $463,150,000 | 269 |
| Managed Assets ($) | $397,179,000 | 228 |
| Non-managed Assets ($) | $65,971,000 | 266 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,297,000 | 172 |
| 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 | $672,000 | 279 |
| Number of Managed Accounts | $640,000 | 224 |
| Number of Non-Managed Accounts | $32,000 | 320 |
| Total fiduciary and related assets | $460,335,000 | 276 |
| Managed Assets ($) | $395,727,000 | 234 |
| Non-managed Assets ($) | $64,608,000 | 273 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,115,000 | 173 |
| 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 | $657,000 | 313 |
| Number of Managed Accounts | $626,000 | 241 |
| Number of Non-Managed Accounts | $31,000 | 697 |
| Total fiduciary and related assets | $440,631,000 | 279 |
| Managed Assets ($) | $382,631,000 | 232 |
| Non-managed Assets ($) | $58,000,000 | 325 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,139,000 | 179 |
| 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 | $655,000 | 271 |
| Number of Managed Accounts | $622,000 | 225 |
| Number of Non-Managed Accounts | $33,000 | 316 |
| Total fiduciary and related assets | $433,862,000 | 272 |
| Managed Assets ($) | $378,413,000 | 231 |
| Non-managed Assets ($) | $55,449,000 | 275 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,932,000 | 182 |
| 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 | $662,000 | 275 |
| Number of Managed Accounts | $630,000 | 222 |
| Number of Non-Managed Accounts | $32,000 | 328 |
| Total fiduciary and related assets | $415,255,000 | 277 |
| Managed Assets ($) | $363,588,000 | 233 |
| Non-managed Assets ($) | $51,667,000 | 283 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,815,000 | 188 |
| 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 | $650,000 | 278 |
| Number of Managed Accounts | $625,000 | 225 |
| Number of Non-Managed Accounts | $25,000 | 346 |
| Total fiduciary and related assets | $398,567,000 | 286 |
| Managed Assets ($) | $348,961,000 | 238 |
| Non-managed Assets ($) | $49,606,000 | 290 |
| Memoranda | ||
| Gross Fiduciary activities income | $872,000 | 190 |
| 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 | $623,000 | 320 |
| Number of Managed Accounts | $598,000 | 239 |
| Number of Non-Managed Accounts | $25,000 | 776 |
| Total fiduciary and related assets | $387,591,000 | 288 |
| Managed Assets ($) | $337,852,000 | 238 |
| Non-managed Assets ($) | $49,739,000 | 342 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,353,000 | 196 |
| 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 | $621,000 | 280 |
| Number of Managed Accounts | $587,000 | 232 |
| Number of Non-Managed Accounts | $34,000 | 323 |
| Total fiduciary and related assets | $366,658,000 | 289 |
| Managed Assets ($) | $323,466,000 | 235 |
| Non-managed Assets ($) | $43,192,000 | 291 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,551,000 | 190 |
| 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 | $610,000 | 286 |
| Number of Managed Accounts | $583,000 | 233 |
| Number of Non-Managed Accounts | $27,000 | 346 |
| Total fiduciary and related assets | $365,333,000 | 291 |
| Managed Assets ($) | $322,751,000 | 238 |
| Non-managed Assets ($) | $42,582,000 | 300 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,738,000 | 190 |
| 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 | $602,000 | 291 |
| Number of Managed Accounts | $568,000 | 238 |
| Number of Non-Managed Accounts | $34,000 | 338 |
| Total fiduciary and related assets | $360,836,000 | 294 |
| Managed Assets ($) | $343,154,000 | 235 |
| Non-managed Assets ($) | $17,682,000 | 352 |
| Memoranda | ||
| Gross Fiduciary activities income | $753,000 | 205 |
| 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 | $583,000 | 353 |
| Number of Managed Accounts | $551,000 | 266 |
| Number of Non-Managed Accounts | $32,000 | 736 |
| Total fiduciary and related assets | $332,373,000 | 316 |
| Managed Assets ($) | $314,491,000 | 247 |
| Non-managed Assets ($) | $17,882,000 | 543 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,955,000 | 205 |
| 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 | $571,000 | 311 |
| Number of Managed Accounts | $543,000 | 259 |
| Number of Non-Managed Accounts | $28,000 | 354 |
| Total fiduciary and related assets | $293,849,000 | 335 |
| Managed Assets ($) | $279,841,000 | 264 |
| Non-managed Assets ($) | $14,008,000 | 367 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,234,000 | 213 |
| 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 | $570,000 | 313 |
| Number of Managed Accounts | $547,000 | 255 |
| Number of Non-Managed Accounts | $23,000 | 368 |
| Total fiduciary and related assets | $295,307,000 | 336 |
| Managed Assets ($) | $281,927,000 | 261 |
| Non-managed Assets ($) | $13,380,000 | 373 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,478,000 | 217 |
| 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 | $553,000 | 322 |
| Number of Managed Accounts | $528,000 | 267 |
| Number of Non-Managed Accounts | $25,000 | 373 |
| Total fiduciary and related assets | $280,207,000 | 341 |
| Managed Assets ($) | $266,599,000 | 271 |
| Non-managed Assets ($) | $13,608,000 | 374 |
| Memoranda | ||
| Gross Fiduciary activities income | $719,000 | 228 |
| 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 | $564,000 | 378 |
| Number of Managed Accounts | $537,000 | 292 |
| Number of Non-Managed Accounts | $27,000 | 789 |
| Total fiduciary and related assets | $281,734,000 | 344 |
| Managed Assets ($) | $263,948,000 | 275 |
| Non-managed Assets ($) | $17,786,000 | 526 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,497,000 | 248 |
| 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 | $512,000 | 378 |
| Number of Managed Accounts | $471,000 | 304 |
| Number of Non-Managed Accounts | $41,000 | 641 |
| Total fiduciary and related assets | $249,982,000 | 359 |
| Managed Assets ($) | $231,178,000 | 299 |
| Non-managed Assets ($) | $18,804,000 | 521 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,995,000 | 291 |
| 2000-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,653,000 | 320 |
| 1999-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,560,000 | 368 |
| 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 | $1,412,000 | 387 |
| 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 | $1,188,000 | 425 |
| 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 | $943,000 | 522 |
| 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 | $760,000 | 605 |
| 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 | $629,000 | 663 |
| 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 | $532,000 | 740 |
| 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 | $361,000 | 877 |