Home > The Bryn Mawr Trust Company > Fiduciary and Related Services
The Bryn Mawr Trust Company, Fiduciary and Related Services
| 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 | $4,393,000 | 65 |
| Number of Managed Accounts | $4,146,000 | 53 |
| Number of Non-Managed Accounts | $247,000 | 133 |
| Total fiduciary and related assets | $6,838,708,000 | 76 |
| Managed Assets ($) | $5,943,835,000 | 55 |
| Non-managed Assets ($) | $894,873,000 | 110 |
| Memoranda | ||
| Gross Fiduciary activities income | $41,222,000 | 60 |
| 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 | $4,397,000 | 65 |
| Number of Managed Accounts | $4,164,000 | 53 |
| Number of Non-Managed Accounts | $233,000 | 123 |
| Total fiduciary and related assets | $6,521,305,000 | 77 |
| Managed Assets ($) | $5,665,690,000 | 55 |
| Non-managed Assets ($) | $855,615,000 | 108 |
| Memoranda | ||
| Gross Fiduciary activities income | $30,959,000 | 60 |
| 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 | $4,389,000 | 67 |
| Number of Managed Accounts | $4,167,000 | 55 |
| Number of Non-Managed Accounts | $222,000 | 127 |
| Total fiduciary and related assets | $6,550,872,000 | 76 |
| Managed Assets ($) | $5,735,132,000 | 55 |
| Non-managed Assets ($) | $815,740,000 | 110 |
| Memoranda | ||
| Gross Fiduciary activities income | $20,423,000 | 61 |
| 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 | $4,384,000 | 66 |
| Number of Managed Accounts | $4,167,000 | 55 |
| Number of Non-Managed Accounts | $217,000 | 125 |
| Total fiduciary and related assets | $6,354,997,000 | 76 |
| Managed Assets ($) | $5,571,660,000 | 55 |
| Non-managed Assets ($) | $783,337,000 | 108 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,657,000 | 61 |
| 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 | $4,376,000 | 67 |
| Number of Managed Accounts | $4,156,000 | 57 |
| Number of Non-Managed Accounts | $220,000 | 148 |
| Total fiduciary and related assets | $6,156,152,000 | 79 |
| Managed Assets ($) | $5,382,719,000 | 56 |
| Non-managed Assets ($) | $773,433,000 | 108 |
| Memoranda | ||
| Gross Fiduciary activities income | $33,933,000 | 65 |
| 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 | $4,372,000 | 66 |
| Number of Managed Accounts | $4,155,000 | 56 |
| Number of Non-Managed Accounts | $217,000 | 125 |
| Total fiduciary and related assets | $5,699,667,000 | 76 |
| Managed Assets ($) | $4,987,751,000 | 55 |
| Non-managed Assets ($) | $711,916,000 | 110 |
| Memoranda | ||
| Gross Fiduciary activities income | $24,644,000 | 65 |
| 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 | $4,355,000 | 65 |
| Number of Managed Accounts | $4,146,000 | 55 |
| Number of Non-Managed Accounts | $209,000 | 135 |
| Total fiduciary and related assets | $5,514,115,000 | 77 |
| Managed Assets ($) | $4,820,138,000 | 55 |
| Non-managed Assets ($) | $693,977,000 | 110 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,095,000 | 67 |
| 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 | $3,957,000 | 69 |
| Number of Managed Accounts | $3,740,000 | 57 |
| Number of Non-Managed Accounts | $217,000 | 128 |
| Total fiduciary and related assets | $4,991,240,000 | 79 |
| Managed Assets ($) | $4,304,992,000 | 57 |
| Non-managed Assets ($) | $686,248,000 | 103 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,532,000 | 65 |
| 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 | $3,613,000 | 74 |
| Number of Managed Accounts | $3,401,000 | 64 |
| Number of Non-Managed Accounts | $212,000 | 161 |
| Total fiduciary and related assets | $5,223,960,000 | 86 |
| Managed Assets ($) | $4,486,652,000 | 59 |
| Non-managed Assets ($) | $737,308,000 | 105 |
| Memoranda | ||
| Gross Fiduciary activities income | $30,052,000 | 69 |
| 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 | $3,611,000 | 74 |
| Number of Managed Accounts | $3,392,000 | 65 |
| Number of Non-Managed Accounts | $219,000 | 130 |
| Total fiduciary and related assets | $4,892,238,000 | 90 |
| Managed Assets ($) | $4,229,807,000 | 62 |
| Non-managed Assets ($) | $662,431,000 | 112 |
| Memoranda | ||
| Gross Fiduciary activities income | $22,487,000 | 67 |
| 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 | $3,592,000 | 77 |
| Number of Managed Accounts | $3,372,000 | 64 |
| Number of Non-Managed Accounts | $220,000 | 134 |
| Total fiduciary and related assets | $4,911,852,000 | 88 |
| Managed Assets ($) | $4,253,344,000 | 60 |
| Non-managed Assets ($) | $658,508,000 | 111 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,094,000 | 68 |
| 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 | $3,574,000 | 76 |
| Number of Managed Accounts | $3,358,000 | 64 |
| Number of Non-Managed Accounts | $216,000 | 138 |
| Total fiduciary and related assets | $4,874,286,000 | 87 |
| Managed Assets ($) | $4,220,260,000 | 58 |
| Non-managed Assets ($) | $654,026,000 | 111 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,095,000 | 72 |
| 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 | $3,554,000 | 79 |
| Number of Managed Accounts | $3,334,000 | 63 |
| Number of Non-Managed Accounts | $220,000 | 165 |
| Total fiduciary and related assets | $4,530,664,000 | 86 |
| Managed Assets ($) | $3,870,436,000 | 60 |
| Non-managed Assets ($) | $660,228,000 | 108 |
| Memoranda | ||
| Gross Fiduciary activities income | $29,097,000 | 67 |
| 2018-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,490,000 | 76 |
| Number of Managed Accounts | $3,274,000 | 64 |
| Number of Non-Managed Accounts | $216,000 | 139 |
| Total fiduciary and related assets | $4,885,943,000 | 84 |
| Managed Assets ($) | $4,210,485,000 | 57 |
| Non-managed Assets ($) | $675,458,000 | 114 |
| Memoranda | ||
| Gross Fiduciary activities income | $21,840,000 | 68 |
| 2018-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,428,000 | 75 |
| Number of Managed Accounts | $3,211,000 | 64 |
| Number of Non-Managed Accounts | $217,000 | 137 |
| Total fiduciary and related assets | $4,688,591,000 | 85 |
| Managed Assets ($) | $4,038,380,000 | 59 |
| Non-managed Assets ($) | $650,211,000 | 114 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,585,000 | 66 |
| 2018-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,401,000 | 73 |
| Number of Managed Accounts | $3,185,000 | 64 |
| Number of Non-Managed Accounts | $216,000 | 139 |
| Total fiduciary and related assets | $4,621,765,000 | 85 |
| Managed Assets ($) | $3,996,640,000 | 58 |
| Non-managed Assets ($) | $625,125,000 | 114 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,246,000 | 68 |
| 2017-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,374,000 | 76 |
| Number of Managed Accounts | $3,171,000 | 63 |
| Number of Non-Managed Accounts | $203,000 | 177 |
| Total fiduciary and related assets | $4,739,196,000 | 82 |
| Managed Assets ($) | $4,139,092,000 | 58 |
| Non-managed Assets ($) | $600,104,000 | 116 |
| Memoranda | ||
| Gross Fiduciary activities income | $28,522,000 | 65 |
| 2017-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,397,000 | 74 |
| Number of Managed Accounts | $3,200,000 | 62 |
| Number of Non-Managed Accounts | $197,000 | 147 |
| Total fiduciary and related assets | $4,631,653,000 | 82 |
| Managed Assets ($) | $4,035,892,000 | 58 |
| Non-managed Assets ($) | $595,761,000 | 114 |
| Memoranda | ||
| Gross Fiduciary activities income | $21,486,000 | 64 |
| 2017-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,412,000 | 72 |
| Number of Managed Accounts | $3,212,000 | 60 |
| Number of Non-Managed Accounts | $200,000 | 144 |
| Total fiduciary and related assets | $4,493,275,000 | 80 |
| Managed Assets ($) | $3,923,675,000 | 59 |
| Non-managed Assets ($) | $569,600,000 | 113 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,369,000 | 64 |
| 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 | $3,412,000 | 70 |
| Number of Managed Accounts | $3,212,000 | 59 |
| Number of Non-Managed Accounts | $200,000 | 140 |
| Total fiduciary and related assets | $4,419,198,000 | 80 |
| Managed Assets ($) | $3,862,088,000 | 59 |
| Non-managed Assets ($) | $557,110,000 | 116 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,971,000 | 65 |
| 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 | $3,401,000 | 72 |
| Number of Managed Accounts | $3,202,000 | 59 |
| Number of Non-Managed Accounts | $199,000 | 177 |
| Total fiduciary and related assets | $4,265,457,000 | 81 |
| Managed Assets ($) | $3,721,048,000 | 59 |
| Non-managed Assets ($) | $544,409,000 | 114 |
| Memoranda | ||
| Gross Fiduciary activities income | $27,997,000 | 63 |
| 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 | $3,414,000 | 72 |
| Number of Managed Accounts | $3,213,000 | 57 |
| Number of Non-Managed Accounts | $201,000 | 147 |
| Total fiduciary and related assets | $4,232,211,000 | 80 |
| Managed Assets ($) | $3,711,721,000 | 58 |
| Non-managed Assets ($) | $520,490,000 | 119 |
| Memoranda | ||
| Gross Fiduciary activities income | $21,023,000 | 63 |
| 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 | $3,419,000 | 73 |
| Number of Managed Accounts | $3,214,000 | 57 |
| Number of Non-Managed Accounts | $205,000 | 148 |
| Total fiduciary and related assets | $4,027,231,000 | 86 |
| Managed Assets ($) | $3,506,636,000 | 59 |
| Non-managed Assets ($) | $520,595,000 | 117 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,997,000 | 64 |
| 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 | $3,415,000 | 73 |
| Number of Managed Accounts | $3,212,000 | 58 |
| Number of Non-Managed Accounts | $203,000 | 149 |
| Total fiduciary and related assets | $4,021,886,000 | 84 |
| Managed Assets ($) | $3,522,532,000 | 60 |
| Non-managed Assets ($) | $499,354,000 | 119 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,640,000 | 64 |
| 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 | $3,439,000 | 74 |
| Number of Managed Accounts | $3,240,000 | 57 |
| Number of Non-Managed Accounts | $199,000 | 191 |
| Total fiduciary and related assets | $3,997,888,000 | 79 |
| Managed Assets ($) | $3,535,842,000 | 58 |
| Non-managed Assets ($) | $462,046,000 | 118 |
| Memoranda | ||
| Gross Fiduciary activities income | $28,939,000 | 64 |
| 2015-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,465,000 | 71 |
| Number of Managed Accounts | $3,267,000 | 55 |
| Number of Non-Managed Accounts | $198,000 | 150 |
| Total fiduciary and related assets | $3,929,186,000 | 78 |
| Managed Assets ($) | $3,524,801,000 | 58 |
| Non-managed Assets ($) | $404,385,000 | 128 |
| Memoranda | ||
| Gross Fiduciary activities income | $22,020,000 | 64 |
| 2015-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,488,000 | 73 |
| Number of Managed Accounts | $3,290,000 | 56 |
| Number of Non-Managed Accounts | $198,000 | 148 |
| Total fiduciary and related assets | $4,212,340,000 | 79 |
| Managed Assets ($) | $3,762,802,000 | 60 |
| Non-managed Assets ($) | $449,538,000 | 127 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,792,000 | 65 |
| 2015-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,502,000 | 74 |
| Number of Managed Accounts | $3,289,000 | 56 |
| Number of Non-Managed Accounts | $213,000 | 145 |
| Total fiduciary and related assets | $4,369,323,000 | 79 |
| Managed Assets ($) | $3,782,603,000 | 59 |
| Non-managed Assets ($) | $586,720,000 | 114 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,170,000 | 67 |
| 2014-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,502,000 | 75 |
| Number of Managed Accounts | $3,292,000 | 56 |
| Number of Non-Managed Accounts | $210,000 | 185 |
| Total fiduciary and related assets | $4,360,095,000 | 78 |
| Managed Assets ($) | $3,790,422,000 | 58 |
| Non-managed Assets ($) | $569,673,000 | 114 |
| Memoranda | ||
| Gross Fiduciary activities income | $29,549,000 | 62 |
| 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 | $3,520,000 | 73 |
| Number of Managed Accounts | $3,324,000 | 55 |
| Number of Non-Managed Accounts | $196,000 | 146 |
| Total fiduciary and related assets | $4,276,008,000 | 78 |
| Managed Assets ($) | $3,738,197,000 | 58 |
| Non-managed Assets ($) | $537,811,000 | 114 |
| Memoranda | ||
| Gross Fiduciary activities income | $22,212,000 | 61 |
| 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 | $3,536,000 | 70 |
| Number of Managed Accounts | $3,344,000 | 52 |
| Number of Non-Managed Accounts | $192,000 | 148 |
| Total fiduciary and related assets | $4,322,284,000 | 77 |
| Managed Assets ($) | $3,834,086,000 | 56 |
| Non-managed Assets ($) | $488,198,000 | 118 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,919,000 | 61 |
| 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 | $3,525,000 | 72 |
| Number of Managed Accounts | $3,331,000 | 53 |
| Number of Non-Managed Accounts | $194,000 | 153 |
| Total fiduciary and related assets | $4,305,336,000 | 76 |
| Managed Assets ($) | $3,782,609,000 | 55 |
| Non-managed Assets ($) | $522,727,000 | 113 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,190,000 | 62 |
| 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 | $3,465,000 | 73 |
| Number of Managed Accounts | $3,279,000 | 52 |
| Number of Non-Managed Accounts | $186,000 | 211 |
| Total fiduciary and related assets | $4,245,557,000 | 78 |
| Managed Assets ($) | $3,752,622,000 | 54 |
| Non-managed Assets ($) | $492,935,000 | 118 |
| Memoranda | ||
| Gross Fiduciary activities income | $28,410,000 | 62 |
| 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 | $3,469,000 | 73 |
| Number of Managed Accounts | $3,310,000 | 52 |
| Number of Non-Managed Accounts | $159,000 | 165 |
| Total fiduciary and related assets | $3,954,547,000 | 80 |
| Managed Assets ($) | $3,590,465,000 | 56 |
| Non-managed Assets ($) | $364,082,000 | 127 |
| Memoranda | ||
| Gross Fiduciary activities income | $21,168,000 | 63 |
| 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 | $3,470,000 | 74 |
| Number of Managed Accounts | $3,303,000 | 51 |
| Number of Non-Managed Accounts | $167,000 | 166 |
| Total fiduciary and related assets | $3,843,555,000 | 80 |
| Managed Assets ($) | $3,477,584,000 | 57 |
| Non-managed Assets ($) | $365,971,000 | 128 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,166,000 | 64 |
| 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 | $3,550,000 | 70 |
| Number of Managed Accounts | $3,390,000 | 48 |
| Number of Non-Managed Accounts | $160,000 | 172 |
| Total fiduciary and related assets | $3,837,627,000 | 80 |
| Managed Assets ($) | $3,490,590,000 | 56 |
| Non-managed Assets ($) | $347,037,000 | 132 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,770,000 | 64 |
| 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 | $3,548,000 | 71 |
| Number of Managed Accounts | $3,395,000 | 48 |
| Number of Non-Managed Accounts | $153,000 | 244 |
| Total fiduciary and related assets | $3,631,041,000 | 78 |
| Managed Assets ($) | $3,329,337,000 | 55 |
| Non-managed Assets ($) | $301,704,000 | 135 |
| Memoranda | ||
| Gross Fiduciary activities income | $23,604,000 | 65 |
| 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 | $3,514,000 | 70 |
| Number of Managed Accounts | $3,360,000 | 49 |
| Number of Non-Managed Accounts | $154,000 | 167 |
| Total fiduciary and related assets | $3,610,145,000 | 77 |
| Managed Assets ($) | $3,307,542,000 | 57 |
| Non-managed Assets ($) | $302,603,000 | 134 |
| Memoranda | ||
| Gross Fiduciary activities income | $16,992,000 | 68 |
| 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 | $3,520,000 | 71 |
| Number of Managed Accounts | $3,371,000 | 47 |
| Number of Non-Managed Accounts | $149,000 | 172 |
| Total fiduciary and related assets | $3,512,617,000 | 78 |
| Managed Assets ($) | $3,226,739,000 | 57 |
| Non-managed Assets ($) | $285,878,000 | 138 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,520,000 | 70 |
| 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 | $2,416,000 | 91 |
| Number of Managed Accounts | $2,280,000 | 70 |
| Number of Non-Managed Accounts | $136,000 | 183 |
| Total fiduciary and related assets | $2,469,263,000 | 96 |
| Managed Assets ($) | $2,194,160,000 | 75 |
| Non-managed Assets ($) | $275,103,000 | 140 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,818,000 | 74 |
| 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 | $2,345,000 | 94 |
| Number of Managed Accounts | $2,274,000 | 70 |
| Number of Non-Managed Accounts | $71,000 | 395 |
| Total fiduciary and related assets | $2,246,805,000 | 101 |
| Managed Assets ($) | $2,058,820,000 | 75 |
| Non-managed Assets ($) | $187,985,000 | 167 |
| Memoranda | ||
| Gross Fiduciary activities income | $16,162,000 | 69 |
| 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 | $2,300,000 | 94 |
| Number of Managed Accounts | $2,232,000 | 73 |
| Number of Non-Managed Accounts | $68,000 | 235 |
| Total fiduciary and related assets | $2,143,310,000 | 101 |
| Managed Assets ($) | $1,956,566,000 | 81 |
| Non-managed Assets ($) | $186,744,000 | 164 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,402,000 | 72 |
| 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 | $2,303,000 | 95 |
| Number of Managed Accounts | $2,240,000 | 74 |
| Number of Non-Managed Accounts | $63,000 | 249 |
| Total fiduciary and related assets | $2,378,949,000 | 96 |
| Managed Assets ($) | $2,191,940,000 | 78 |
| Non-managed Assets ($) | $187,009,000 | 169 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,645,000 | 82 |
| 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 | $1,231,000 | 164 |
| Number of Managed Accounts | $1,032,000 | 139 |
| Number of Non-Managed Accounts | $199,000 | 158 |
| Total fiduciary and related assets | $1,308,193,000 | 140 |
| Managed Assets ($) | $1,050,307,000 | 119 |
| Non-managed Assets ($) | $257,886,000 | 145 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,880,000 | 86 |
| 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 | $1,225,000 | 177 |
| Number of Managed Accounts | $1,032,000 | 146 |
| Number of Non-Managed Accounts | $193,000 | 224 |
| Total fiduciary and related assets | $1,258,574,000 | 144 |
| Managed Assets ($) | $1,020,733,000 | 118 |
| Non-managed Assets ($) | $237,841,000 | 150 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,855,000 | 87 |
| 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 | $1,214,000 | 169 |
| Number of Managed Accounts | $1,027,000 | 141 |
| Number of Non-Managed Accounts | $187,000 | 164 |
| Total fiduciary and related assets | $1,175,871,000 | 145 |
| Managed Assets ($) | $954,819,000 | 123 |
| Non-managed Assets ($) | $221,052,000 | 152 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,069,000 | 87 |
| 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 | $1,216,000 | 167 |
| Number of Managed Accounts | $1,012,000 | 140 |
| Number of Non-Managed Accounts | $204,000 | 155 |
| Total fiduciary and related assets | $1,102,779,000 | 143 |
| Managed Assets ($) | $880,046,000 | 122 |
| Non-managed Assets ($) | $222,733,000 | 148 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,503,000 | 86 |
| 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 | $1,265,000 | 164 |
| Number of Managed Accounts | $1,058,000 | 138 |
| Number of Non-Managed Accounts | $207,000 | 155 |
| Total fiduciary and related assets | $1,150,250,000 | 146 |
| Managed Assets ($) | $931,689,000 | 120 |
| Non-managed Assets ($) | $218,561,000 | 157 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,770,000 | 88 |
| 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 | $1,238,000 | 178 |
| Number of Managed Accounts | $1,033,000 | 147 |
| Number of Non-Managed Accounts | $205,000 | 219 |
| Total fiduciary and related assets | $1,105,963,000 | 146 |
| Managed Assets ($) | $893,814,000 | 123 |
| Non-managed Assets ($) | $212,149,000 | 158 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,193,000 | 91 |
| 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 | $1,169,000 | 174 |
| Number of Managed Accounts | $1,017,000 | 143 |
| Number of Non-Managed Accounts | $152,000 | 178 |
| Total fiduciary and related assets | $1,082,167,000 | 149 |
| Managed Assets ($) | $841,943,000 | 124 |
| Non-managed Assets ($) | $240,224,000 | 144 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,714,000 | 91 |
| 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 | $1,133,000 | 183 |
| Number of Managed Accounts | $997,000 | 151 |
| Number of Non-Managed Accounts | $136,000 | 193 |
| Total fiduciary and related assets | $971,472,000 | 156 |
| Managed Assets ($) | $772,704,000 | 130 |
| Non-managed Assets ($) | $198,768,000 | 155 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,243,000 | 89 |
| 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 | $1,122,000 | 183 |
| Number of Managed Accounts | $985,000 | 156 |
| Number of Non-Managed Accounts | $137,000 | 190 |
| Total fiduciary and related assets | $892,987,000 | 160 |
| Managed Assets ($) | $720,187,000 | 136 |
| Non-managed Assets ($) | $172,800,000 | 156 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,570,000 | 89 |
| 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 | $1,121,000 | 206 |
| Number of Managed Accounts | $986,000 | 160 |
| Number of Non-Managed Accounts | $135,000 | 289 |
| Total fiduciary and related assets | $967,461,000 | 159 |
| Managed Assets ($) | $774,386,000 | 134 |
| Non-managed Assets ($) | $193,075,000 | 162 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,755,000 | 90 |
| 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 | $1,130,000 | 194 |
| Number of Managed Accounts | $996,000 | 157 |
| Number of Non-Managed Accounts | $134,000 | 200 |
| Total fiduciary and related assets | $1,135,580,000 | 151 |
| Managed Assets ($) | $908,321,000 | 125 |
| Non-managed Assets ($) | $227,259,000 | 155 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,119,000 | 92 |
| 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 | $1,146,000 | 191 |
| Number of Managed Accounts | $1,013,000 | 157 |
| Number of Non-Managed Accounts | $133,000 | 205 |
| Total fiduciary and related assets | $1,172,121,000 | 159 |
| Managed Assets ($) | $944,738,000 | 130 |
| Non-managed Assets ($) | $227,383,000 | 162 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,376,000 | 92 |
| 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 | $1,205,000 | 180 |
| Number of Managed Accounts | $1,056,000 | 153 |
| Number of Non-Managed Accounts | $149,000 | 193 |
| Total fiduciary and related assets | $1,211,497,000 | 161 |
| Managed Assets ($) | $980,619,000 | 133 |
| Non-managed Assets ($) | $230,878,000 | 167 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,212,000 | 92 |
| 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 | $1,206,000 | 189 |
| Number of Managed Accounts | $1,055,000 | 153 |
| Number of Non-Managed Accounts | $151,000 | 283 |
| Total fiduciary and related assets | $1,284,591,000 | 157 |
| Managed Assets ($) | $1,049,562,000 | 126 |
| Non-managed Assets ($) | $235,029,000 | 168 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,105,000 | 89 |
| 2007-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,349,000 | 95 |
| Number of Managed Accounts | $2,200,000 | 74 |
| Number of Non-Managed Accounts | $149,000 | 187 |
| Total fiduciary and related assets | $1,751,091,000 | 129 |
| Managed Assets ($) | $1,517,858,000 | 100 |
| Non-managed Assets ($) | $233,233,000 | 166 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,747,000 | 87 |
| 2007-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,410,000 | 94 |
| Number of Managed Accounts | $2,262,000 | 73 |
| Number of Non-Managed Accounts | $148,000 | 198 |
| Total fiduciary and related assets | $1,742,654,000 | 133 |
| Managed Assets ($) | $1,510,728,000 | 103 |
| Non-managed Assets ($) | $231,926,000 | 169 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,541,000 | 88 |
| 2007-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,437,000 | 91 |
| Number of Managed Accounts | $2,289,000 | 72 |
| Number of Non-Managed Accounts | $148,000 | 200 |
| Total fiduciary and related assets | $1,699,701,000 | 136 |
| Managed Assets ($) | $1,484,392,000 | 103 |
| Non-managed Assets ($) | $215,309,000 | 174 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,216,000 | 90 |
| 2006-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,747,000 | 91 |
| Number of Managed Accounts | $2,601,000 | 63 |
| Number of Non-Managed Accounts | $146,000 | 288 |
| Total fiduciary and related assets | $1,704,651,000 | 132 |
| Managed Assets ($) | $1,493,199,000 | 101 |
| Non-managed Assets ($) | $211,452,000 | 177 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,167,000 | 91 |
| 2006-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,277,000 | 103 |
| Number of Managed Accounts | $2,133,000 | 81 |
| Number of Non-Managed Accounts | $144,000 | 209 |
| Total fiduciary and related assets | $1,499,302,000 | 143 |
| Managed Assets ($) | $1,304,660,000 | 110 |
| Non-managed Assets ($) | $194,642,000 | 186 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,001,000 | 96 |
| 2006-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,288,000 | 106 |
| Number of Managed Accounts | $2,157,000 | 84 |
| Number of Non-Managed Accounts | $131,000 | 221 |
| Total fiduciary and related assets | $1,439,260,000 | 151 |
| Managed Assets ($) | $1,253,698,000 | 115 |
| Non-managed Assets ($) | $185,562,000 | 196 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,044,000 | 101 |
| 2006-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,374,000 | 102 |
| Number of Managed Accounts | $2,242,000 | 78 |
| Number of Non-Managed Accounts | $132,000 | 221 |
| Total fiduciary and related assets | $1,472,083,000 | 150 |
| Managed Assets ($) | $1,283,478,000 | 112 |
| Non-managed Assets ($) | $188,605,000 | 197 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,060,000 | 99 |
| 2005-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,437,000 | 105 |
| Number of Managed Accounts | $2,299,000 | 79 |
| Number of Non-Managed Accounts | $138,000 | 314 |
| Total fiduciary and related assets | $1,542,294,000 | 144 |
| Managed Assets ($) | $1,361,075,000 | 109 |
| Non-managed Assets ($) | $181,219,000 | 206 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,280,000 | 99 |
| 2005-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,447,000 | 101 |
| Number of Managed Accounts | $2,310,000 | 77 |
| Number of Non-Managed Accounts | $137,000 | 217 |
| Total fiduciary and related assets | $1,482,070,000 | 146 |
| Managed Assets ($) | $1,326,448,000 | 108 |
| Non-managed Assets ($) | $155,622,000 | 210 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,394,000 | 99 |
| 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 | $1,335,000 | 163 |
| Number of Managed Accounts | $1,203,000 | 136 |
| Number of Non-Managed Accounts | $132,000 | 226 |
| Total fiduciary and related assets | $1,218,095,000 | 157 |
| Managed Assets ($) | $1,054,315,000 | 115 |
| Non-managed Assets ($) | $163,780,000 | 206 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,510,000 | 99 |
| 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 | $1,336,000 | 162 |
| Number of Managed Accounts | $1,201,000 | 136 |
| Number of Non-Managed Accounts | $135,000 | 228 |
| Total fiduciary and related assets | $1,207,372,000 | 167 |
| Managed Assets ($) | $1,054,559,000 | 120 |
| Non-managed Assets ($) | $152,813,000 | 212 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,610,000 | 105 |
| 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 | $1,332,000 | 177 |
| Number of Managed Accounts | $1,196,000 | 137 |
| Number of Non-Managed Accounts | $136,000 | 333 |
| Total fiduciary and related assets | $1,202,980,000 | 166 |
| Managed Assets ($) | $1,057,435,000 | 121 |
| Non-managed Assets ($) | $145,545,000 | 222 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,087,000 | 105 |
| 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 | $1,265,000 | 171 |
| Number of Managed Accounts | $1,108,000 | 145 |
| Number of Non-Managed Accounts | $157,000 | 218 |
| Total fiduciary and related assets | $1,149,385,000 | 165 |
| Managed Assets ($) | $1,017,667,000 | 123 |
| Non-managed Assets ($) | $131,718,000 | 218 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,626,000 | 104 |
| 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 | $1,240,000 | 174 |
| Number of Managed Accounts | $1,072,000 | 149 |
| Number of Non-Managed Accounts | $168,000 | 212 |
| Total fiduciary and related assets | $1,125,423,000 | 168 |
| Managed Assets ($) | $977,282,000 | 123 |
| Non-managed Assets ($) | $148,141,000 | 213 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,198,000 | 106 |
| 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 | $1,241,000 | 172 |
| Number of Managed Accounts | $1,073,000 | 148 |
| Number of Non-Managed Accounts | $168,000 | 214 |
| Total fiduciary and related assets | $1,112,638,000 | 169 |
| Managed Assets ($) | $969,205,000 | 125 |
| Non-managed Assets ($) | $143,433,000 | 217 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,554,000 | 107 |
| 2003-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,222,000 | 193 |
| Number of Managed Accounts | $1,055,000 | 158 |
| Number of Non-Managed Accounts | $167,000 | 309 |
| Total fiduciary and related assets | $1,081,938,000 | 175 |
| Managed Assets ($) | $947,233,000 | 130 |
| Non-managed Assets ($) | $134,705,000 | 233 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,484,000 | 112 |
| 2003-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,225,000 | 186 |
| Number of Managed Accounts | $1,053,000 | 155 |
| Number of Non-Managed Accounts | $172,000 | 225 |
| Total fiduciary and related assets | $1,012,959,000 | 182 |
| Managed Assets ($) | $889,173,000 | 139 |
| Non-managed Assets ($) | $123,786,000 | 237 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,072,000 | 117 |
| 2003-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,226,000 | 189 |
| Number of Managed Accounts | $1,048,000 | 159 |
| Number of Non-Managed Accounts | $178,000 | 230 |
| Total fiduciary and related assets | $1,006,266,000 | 184 |
| Managed Assets ($) | $883,718,000 | 137 |
| Non-managed Assets ($) | $122,548,000 | 237 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,661,000 | 117 |
| 2003-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,229,000 | 194 |
| Number of Managed Accounts | $1,041,000 | 163 |
| Number of Non-Managed Accounts | $188,000 | 233 |
| Total fiduciary and related assets | $933,153,000 | 194 |
| Managed Assets ($) | $818,972,000 | 144 |
| Non-managed Assets ($) | $114,181,000 | 243 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,325,000 | 119 |
| 2002-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,245,000 | 209 |
| Number of Managed Accounts | $1,056,000 | 169 |
| Number of Non-Managed Accounts | $189,000 | 305 |
| Total fiduciary and related assets | $1,105,490,000 | 177 |
| Managed Assets ($) | $977,142,000 | 129 |
| Non-managed Assets ($) | $128,348,000 | 246 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,620,000 | 127 |
| 2001-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 2 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,218,000 | 196 |
| Number of Managed Accounts | $1,034,000 | 156 |
| Number of Non-Managed Accounts | $184,000 | 296 |
| Total fiduciary and related assets | $1,161,379,000 | 162 |
| Managed Assets ($) | $1,050,406,000 | 124 |
| Non-managed Assets ($) | $110,973,000 | 234 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,737,000 | 126 |
| 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 | $8,973,000 | 125 |
| 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 | $9,784,000 | 136 |
| 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 | $9,272,000 | 145 |
| 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 | $7,698,000 | 161 |
| 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 | $5,936,000 | 201 |
| 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 | $5,496,000 | 221 |
| 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 | $4,719,000 | 231 |
| 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 | $4,419,000 | 240 |
| 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 | $4,016,000 | 248 |