Home > The National Bank of Indianapolis > Fiduciary and Related Services
The National Bank of Indianapolis, 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 | $1,931,000 | 145 |
| Number of Managed Accounts | $1,649,000 | 127 |
| Number of Non-Managed Accounts | $282,000 | 129 |
| Total fiduciary and related assets | $2,399,681,000 | 165 |
| Managed Assets ($) | $1,917,296,000 | 140 |
| Non-managed Assets ($) | $482,385,000 | 155 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,044,000 | 140 |
| 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 | $1,935,000 | 142 |
| Number of Managed Accounts | $1,653,000 | 126 |
| Number of Non-Managed Accounts | $282,000 | 121 |
| Total fiduciary and related assets | $2,292,544,000 | 161 |
| Managed Assets ($) | $1,826,554,000 | 139 |
| Non-managed Assets ($) | $465,990,000 | 148 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,491,000 | 138 |
| 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 | $1,934,000 | 150 |
| Number of Managed Accounts | $1,647,000 | 134 |
| Number of Non-Managed Accounts | $287,000 | 118 |
| Total fiduciary and related assets | $2,238,342,000 | 170 |
| Managed Assets ($) | $1,791,885,000 | 150 |
| Non-managed Assets ($) | $446,457,000 | 156 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,271,000 | 151 |
| 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 | $1,902,000 | 154 |
| Number of Managed Accounts | $1,616,000 | 138 |
| Number of Non-Managed Accounts | $286,000 | 133 |
| Total fiduciary and related assets | $2,155,299,000 | 170 |
| Managed Assets ($) | $1,715,164,000 | 150 |
| Non-managed Assets ($) | $440,135,000 | 156 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,457,000 | 141 |
| 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 | $1,872,000 | 151 |
| Number of Managed Accounts | $1,584,000 | 141 |
| Number of Non-Managed Accounts | $288,000 | 122 |
| Total fiduciary and related assets | $1,990,072,000 | 171 |
| Managed Assets ($) | $1,581,064,000 | 151 |
| Non-managed Assets ($) | $409,008,000 | 158 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,747,000 | 144 |
| 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 | $1,871,000 | 137 |
| Number of Managed Accounts | $1,581,000 | 127 |
| Number of Non-Managed Accounts | $290,000 | 109 |
| Total fiduciary and related assets | $2,057,157,000 | 143 |
| Managed Assets ($) | $1,619,822,000 | 128 |
| Non-managed Assets ($) | $437,335,000 | 127 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,530,000 | 117 |
| 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 | $1,879,000 | 137 |
| Number of Managed Accounts | $1,590,000 | 129 |
| Number of Non-Managed Accounts | $289,000 | 107 |
| Total fiduciary and related assets | $2,244,780,000 | 145 |
| Managed Assets ($) | $1,783,062,000 | 128 |
| Non-managed Assets ($) | $461,718,000 | 128 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,442,000 | 124 |
| 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 | $1,854,000 | 142 |
| Number of Managed Accounts | $1,575,000 | 129 |
| Number of Non-Managed Accounts | $279,000 | 122 |
| Total fiduciary and related assets | $2,294,369,000 | 145 |
| Managed Assets ($) | $1,850,695,000 | 128 |
| Non-managed Assets ($) | $443,674,000 | 136 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,450,000 | 118 |
| 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 | $1,808,000 | 142 |
| Number of Managed Accounts | $1,536,000 | 133 |
| Number of Non-Managed Accounts | $272,000 | 110 |
| Total fiduciary and related assets | $2,160,858,000 | 148 |
| Managed Assets ($) | $1,733,590,000 | 135 |
| Non-managed Assets ($) | $427,268,000 | 135 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,497,000 | 121 |
| 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 | $1,806,000 | 144 |
| Number of Managed Accounts | $1,536,000 | 136 |
| Number of Non-Managed Accounts | $270,000 | 114 |
| Total fiduciary and related assets | $2,159,285,000 | 148 |
| Managed Assets ($) | $1,724,965,000 | 135 |
| Non-managed Assets ($) | $434,320,000 | 138 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,077,000 | 120 |
| 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 | $1,788,000 | 143 |
| Number of Managed Accounts | $1,520,000 | 134 |
| Number of Non-Managed Accounts | $268,000 | 112 |
| Total fiduciary and related assets | $2,084,868,000 | 149 |
| Managed Assets ($) | $1,662,079,000 | 134 |
| Non-managed Assets ($) | $422,789,000 | 136 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,193,000 | 127 |
| 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 | $1,763,000 | 147 |
| Number of Managed Accounts | $1,490,000 | 137 |
| Number of Non-Managed Accounts | $273,000 | 129 |
| Total fiduciary and related assets | $2,025,080,000 | 149 |
| Managed Assets ($) | $1,621,531,000 | 133 |
| Non-managed Assets ($) | $403,549,000 | 137 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,682,000 | 124 |
| 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 | $1,760,000 | 144 |
| Number of Managed Accounts | $1,484,000 | 135 |
| Number of Non-Managed Accounts | $276,000 | 111 |
| Total fiduciary and related assets | $1,906,106,000 | 144 |
| Managed Assets ($) | $1,515,290,000 | 131 |
| Non-managed Assets ($) | $390,816,000 | 132 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,160,000 | 124 |
| 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 | $1,781,000 | 145 |
| Number of Managed Accounts | $1,506,000 | 137 |
| Number of Non-Managed Accounts | $275,000 | 117 |
| Total fiduciary and related assets | $1,837,642,000 | 146 |
| Managed Assets ($) | $1,465,238,000 | 132 |
| Non-managed Assets ($) | $372,404,000 | 139 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,278,000 | 122 |
| 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 | $1,790,000 | 142 |
| Number of Managed Accounts | $1,522,000 | 135 |
| Number of Non-Managed Accounts | $268,000 | 114 |
| Total fiduciary and related assets | $1,666,070,000 | 144 |
| Managed Assets ($) | $1,337,882,000 | 132 |
| Non-managed Assets ($) | $328,188,000 | 139 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,840,000 | 131 |
| 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 | $1,791,000 | 147 |
| Number of Managed Accounts | $1,515,000 | 138 |
| Number of Non-Managed Accounts | $276,000 | 131 |
| Total fiduciary and related assets | $1,911,707,000 | 143 |
| Managed Assets ($) | $1,507,621,000 | 130 |
| Non-managed Assets ($) | $404,086,000 | 139 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,950,000 | 125 |
| 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 | $1,768,000 | 148 |
| Number of Managed Accounts | $1,491,000 | 137 |
| Number of Non-Managed Accounts | $277,000 | 114 |
| Total fiduciary and related assets | $1,812,361,000 | 144 |
| Managed Assets ($) | $1,432,606,000 | 132 |
| Non-managed Assets ($) | $379,755,000 | 137 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,638,000 | 127 |
| 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 | $1,760,000 | 150 |
| Number of Managed Accounts | $1,472,000 | 138 |
| Number of Non-Managed Accounts | $288,000 | 117 |
| Total fiduciary and related assets | $1,868,021,000 | 141 |
| Managed Assets ($) | $1,401,363,000 | 136 |
| Non-managed Assets ($) | $466,658,000 | 129 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,779,000 | 127 |
| 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 | $1,734,000 | 150 |
| Number of Managed Accounts | $1,452,000 | 138 |
| Number of Non-Managed Accounts | $282,000 | 117 |
| Total fiduciary and related assets | $1,814,806,000 | 144 |
| Managed Assets ($) | $1,353,083,000 | 138 |
| Non-managed Assets ($) | $461,723,000 | 129 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,555,000 | 141 |
| 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 | $1,735,000 | 150 |
| Number of Managed Accounts | $1,453,000 | 135 |
| Number of Non-Managed Accounts | $282,000 | 136 |
| Total fiduciary and related assets | $1,698,873,000 | 144 |
| Managed Assets ($) | $1,277,416,000 | 134 |
| Non-managed Assets ($) | $421,457,000 | 137 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,208,000 | 132 |
| 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 | $1,733,000 | 147 |
| Number of Managed Accounts | $1,431,000 | 135 |
| Number of Non-Managed Accounts | $302,000 | 115 |
| Total fiduciary and related assets | $1,875,769,000 | 139 |
| Managed Assets ($) | $1,369,579,000 | 136 |
| Non-managed Assets ($) | $506,190,000 | 127 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,065,000 | 135 |
| 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 | $1,749,000 | 145 |
| Number of Managed Accounts | $1,440,000 | 134 |
| Number of Non-Managed Accounts | $309,000 | 110 |
| Total fiduciary and related assets | $1,853,358,000 | 138 |
| Managed Assets ($) | $1,336,263,000 | 134 |
| Non-managed Assets ($) | $517,095,000 | 128 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,385,000 | 134 |
| 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 | $1,728,000 | 148 |
| Number of Managed Accounts | $1,427,000 | 138 |
| Number of Non-Managed Accounts | $301,000 | 115 |
| Total fiduciary and related assets | $1,855,636,000 | 140 |
| Managed Assets ($) | $1,326,950,000 | 133 |
| Non-managed Assets ($) | $528,686,000 | 125 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,365,000 | 147 |
| 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 | $1,733,000 | 148 |
| Number of Managed Accounts | $1,439,000 | 136 |
| Number of Non-Managed Accounts | $294,000 | 132 |
| Total fiduciary and related assets | $1,912,427,000 | 139 |
| Managed Assets ($) | $1,342,404,000 | 132 |
| Non-managed Assets ($) | $570,023,000 | 120 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,516,000 | 137 |
| 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 | $1,720,000 | 146 |
| Number of Managed Accounts | $1,435,000 | 134 |
| Number of Non-Managed Accounts | $285,000 | 117 |
| Total fiduciary and related assets | $1,735,145,000 | 144 |
| Managed Assets ($) | $1,283,424,000 | 131 |
| Non-managed Assets ($) | $451,721,000 | 131 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,085,000 | 136 |
| 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 | $1,733,000 | 141 |
| Number of Managed Accounts | $1,447,000 | 132 |
| Number of Non-Managed Accounts | $286,000 | 116 |
| Total fiduciary and related assets | $1,701,594,000 | 141 |
| Managed Assets ($) | $1,265,584,000 | 127 |
| Non-managed Assets ($) | $436,010,000 | 132 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,798,000 | 133 |
| 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 | $1,704,000 | 139 |
| Number of Managed Accounts | $1,407,000 | 132 |
| Number of Non-Managed Accounts | $297,000 | 114 |
| Total fiduciary and related assets | $1,683,932,000 | 138 |
| Managed Assets ($) | $1,231,906,000 | 125 |
| Non-managed Assets ($) | $452,026,000 | 128 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,091,000 | 147 |
| 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 | $1,665,000 | 141 |
| Number of Managed Accounts | $1,381,000 | 139 |
| Number of Non-Managed Accounts | $284,000 | 134 |
| Total fiduciary and related assets | $1,548,252,000 | 142 |
| Managed Assets ($) | $1,180,142,000 | 125 |
| Non-managed Assets ($) | $368,110,000 | 135 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,669,000 | 135 |
| 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 | $1,633,000 | 140 |
| Number of Managed Accounts | $1,370,000 | 138 |
| Number of Non-Managed Accounts | $263,000 | 125 |
| Total fiduciary and related assets | $1,531,819,000 | 142 |
| Managed Assets ($) | $1,191,443,000 | 126 |
| Non-managed Assets ($) | $340,376,000 | 138 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,340,000 | 139 |
| 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 | $1,631,000 | 142 |
| Number of Managed Accounts | $1,358,000 | 136 |
| Number of Non-Managed Accounts | $273,000 | 121 |
| Total fiduciary and related assets | $1,495,819,000 | 140 |
| Managed Assets ($) | $1,161,753,000 | 127 |
| Non-managed Assets ($) | $334,066,000 | 138 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,246,000 | 138 |
| 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 | $1,644,000 | 140 |
| Number of Managed Accounts | $1,360,000 | 137 |
| Number of Non-Managed Accounts | $284,000 | 121 |
| Total fiduciary and related assets | $1,467,223,000 | 141 |
| Managed Assets ($) | $1,130,049,000 | 130 |
| Non-managed Assets ($) | $337,174,000 | 136 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,882,000 | 150 |
| 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 | $1,625,000 | 144 |
| Number of Managed Accounts | $1,327,000 | 140 |
| Number of Non-Managed Accounts | $298,000 | 132 |
| Total fiduciary and related assets | $1,429,302,000 | 144 |
| Managed Assets ($) | $1,091,673,000 | 130 |
| Non-managed Assets ($) | $337,629,000 | 133 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,599,000 | 134 |
| 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 | $1,622,000 | 142 |
| Number of Managed Accounts | $1,306,000 | 138 |
| Number of Non-Managed Accounts | $316,000 | 112 |
| Total fiduciary and related assets | $1,409,716,000 | 145 |
| Managed Assets ($) | $1,065,633,000 | 131 |
| Non-managed Assets ($) | $344,083,000 | 137 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,351,000 | 140 |
| 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 | $1,627,000 | 143 |
| Number of Managed Accounts | $1,304,000 | 141 |
| Number of Non-Managed Accounts | $323,000 | 110 |
| Total fiduciary and related assets | $1,680,075,000 | 138 |
| Managed Assets ($) | $1,109,160,000 | 132 |
| Non-managed Assets ($) | $570,915,000 | 114 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,281,000 | 141 |
| 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 | $1,570,000 | 147 |
| Number of Managed Accounts | $1,246,000 | 143 |
| Number of Non-Managed Accounts | $324,000 | 116 |
| Total fiduciary and related assets | $1,678,105,000 | 136 |
| Managed Assets ($) | $1,107,235,000 | 132 |
| Non-managed Assets ($) | $570,870,000 | 117 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,941,000 | 152 |
| 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 | $1,550,000 | 151 |
| Number of Managed Accounts | $1,228,000 | 145 |
| Number of Non-Managed Accounts | $322,000 | 134 |
| Total fiduciary and related assets | $1,620,865,000 | 138 |
| Managed Assets ($) | $1,075,622,000 | 131 |
| Non-managed Assets ($) | $545,243,000 | 117 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,056,000 | 147 |
| 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 | $1,490,000 | 152 |
| Number of Managed Accounts | $1,174,000 | 149 |
| Number of Non-Managed Accounts | $316,000 | 118 |
| Total fiduciary and related assets | $1,580,949,000 | 137 |
| Managed Assets ($) | $1,038,979,000 | 130 |
| Non-managed Assets ($) | $541,970,000 | 113 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,026,000 | 141 |
| 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 | $1,428,000 | 156 |
| Number of Managed Accounts | $1,134,000 | 150 |
| Number of Non-Managed Accounts | $294,000 | 125 |
| Total fiduciary and related assets | $1,562,743,000 | 137 |
| Managed Assets ($) | $1,039,385,000 | 129 |
| Non-managed Assets ($) | $523,358,000 | 115 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,050,000 | 141 |
| 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 | $1,387,000 | 164 |
| Number of Managed Accounts | $1,091,000 | 154 |
| Number of Non-Managed Accounts | $296,000 | 126 |
| Total fiduciary and related assets | $1,501,665,000 | 139 |
| Managed Assets ($) | $988,403,000 | 133 |
| Non-managed Assets ($) | $513,262,000 | 115 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,730,000 | 155 |
| 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 | $1,385,000 | 168 |
| Number of Managed Accounts | $1,077,000 | 157 |
| Number of Non-Managed Accounts | $308,000 | 145 |
| Total fiduciary and related assets | $1,554,348,000 | 136 |
| Managed Assets ($) | $951,375,000 | 137 |
| Non-managed Assets ($) | $602,973,000 | 109 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,357,000 | 142 |
| 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 | $1,371,000 | 161 |
| Number of Managed Accounts | $1,060,000 | 151 |
| Number of Non-Managed Accounts | $311,000 | 119 |
| Total fiduciary and related assets | $1,495,254,000 | 134 |
| Managed Assets ($) | $929,577,000 | 130 |
| Non-managed Assets ($) | $565,677,000 | 110 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,451,000 | 142 |
| 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 | $1,343,000 | 161 |
| Number of Managed Accounts | $1,029,000 | 151 |
| Number of Non-Managed Accounts | $314,000 | 117 |
| Total fiduciary and related assets | $1,434,454,000 | 136 |
| Managed Assets ($) | $891,737,000 | 133 |
| Non-managed Assets ($) | $542,717,000 | 108 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,596,000 | 144 |
| 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 | $1,317,000 | 165 |
| Number of Managed Accounts | $1,009,000 | 157 |
| Number of Non-Managed Accounts | $308,000 | 125 |
| Total fiduciary and related assets | $1,413,967,000 | 138 |
| Managed Assets ($) | $872,102,000 | 137 |
| Non-managed Assets ($) | $541,865,000 | 104 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,565,000 | 154 |
| 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 | $1,308,000 | 171 |
| Number of Managed Accounts | $994,000 | 159 |
| Number of Non-Managed Accounts | $314,000 | 156 |
| Total fiduciary and related assets | $1,350,562,000 | 141 |
| Managed Assets ($) | $830,192,000 | 140 |
| Non-managed Assets ($) | $520,370,000 | 105 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,436,000 | 150 |
| 2012-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,282,000 | 166 |
| Number of Managed Accounts | $967,000 | 155 |
| Number of Non-Managed Accounts | $315,000 | 120 |
| Total fiduciary and related assets | $1,321,242,000 | 140 |
| Managed Assets ($) | $806,221,000 | 141 |
| Non-managed Assets ($) | $515,021,000 | 106 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,705,000 | 151 |
| 2012-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,269,000 | 163 |
| Number of Managed Accounts | $945,000 | 157 |
| Number of Non-Managed Accounts | $324,000 | 120 |
| Total fiduciary and related assets | $1,267,341,000 | 142 |
| Managed Assets ($) | $772,459,000 | 137 |
| Non-managed Assets ($) | $494,882,000 | 110 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,151,000 | 151 |
| 2012-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,250,000 | 163 |
| Number of Managed Accounts | $920,000 | 160 |
| Number of Non-Managed Accounts | $330,000 | 119 |
| Total fiduciary and related assets | $1,259,351,000 | 142 |
| Managed Assets ($) | $762,569,000 | 141 |
| Non-managed Assets ($) | $496,782,000 | 106 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,389,000 | 160 |
| 2011-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,147,000 | 182 |
| Number of Managed Accounts | $813,000 | 179 |
| Number of Non-Managed Accounts | $334,000 | 146 |
| Total fiduciary and related assets | $1,208,174,000 | 140 |
| Managed Assets ($) | $739,058,000 | 144 |
| Non-managed Assets ($) | $469,116,000 | 106 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,193,000 | 130 |
| 2011-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,153,000 | 173 |
| Number of Managed Accounts | $828,000 | 172 |
| Number of Non-Managed Accounts | $325,000 | 119 |
| Total fiduciary and related assets | $1,165,712,000 | 140 |
| Managed Assets ($) | $721,511,000 | 142 |
| Non-managed Assets ($) | $444,201,000 | 108 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,521,000 | 133 |
| 2011-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,171,000 | 172 |
| Number of Managed Accounts | $839,000 | 170 |
| Number of Non-Managed Accounts | $332,000 | 119 |
| Total fiduciary and related assets | $1,249,722,000 | 143 |
| Managed Assets ($) | $772,426,000 | 141 |
| Non-managed Assets ($) | $477,296,000 | 109 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,106,000 | 133 |
| 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 | $1,187,000 | 169 |
| Number of Managed Accounts | $849,000 | 167 |
| Number of Non-Managed Accounts | $338,000 | 120 |
| Total fiduciary and related assets | $1,250,390,000 | 142 |
| Managed Assets ($) | $769,124,000 | 144 |
| Non-managed Assets ($) | $481,266,000 | 108 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,391,000 | 138 |
| 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 | $1,169,000 | 188 |
| Number of Managed Accounts | $837,000 | 177 |
| Number of Non-Managed Accounts | $332,000 | 150 |
| Total fiduciary and related assets | $1,206,798,000 | 146 |
| Managed Assets ($) | $739,705,000 | 146 |
| Non-managed Assets ($) | $467,093,000 | 110 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,418,000 | 135 |
| 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 | $1,152,000 | 176 |
| Number of Managed Accounts | $832,000 | 170 |
| Number of Non-Managed Accounts | $320,000 | 126 |
| Total fiduciary and related assets | $1,151,031,000 | 147 |
| Managed Assets ($) | $707,010,000 | 148 |
| Non-managed Assets ($) | $444,021,000 | 111 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,965,000 | 136 |
| 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 | $1,155,000 | 175 |
| Number of Managed Accounts | $838,000 | 168 |
| Number of Non-Managed Accounts | $317,000 | 128 |
| Total fiduciary and related assets | $1,118,252,000 | 141 |
| Managed Assets ($) | $701,999,000 | 140 |
| Non-managed Assets ($) | $416,253,000 | 113 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,691,000 | 137 |
| 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 | $1,134,000 | 175 |
| Number of Managed Accounts | $847,000 | 166 |
| Number of Non-Managed Accounts | $287,000 | 138 |
| Total fiduciary and related assets | $1,160,198,000 | 145 |
| Managed Assets ($) | $724,483,000 | 142 |
| Non-managed Assets ($) | $435,715,000 | 116 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,214,000 | 146 |
| 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 | $1,109,000 | 196 |
| Number of Managed Accounts | $833,000 | 177 |
| Number of Non-Managed Accounts | $276,000 | 188 |
| Total fiduciary and related assets | $1,143,667,000 | 145 |
| Managed Assets ($) | $719,957,000 | 142 |
| Non-managed Assets ($) | $423,710,000 | 118 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,953,000 | 144 |
| 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 | $1,098,000 | 189 |
| Number of Managed Accounts | $834,000 | 174 |
| Number of Non-Managed Accounts | $264,000 | 142 |
| Total fiduciary and related assets | $1,089,633,000 | 148 |
| Managed Assets ($) | $702,503,000 | 146 |
| Non-managed Assets ($) | $387,130,000 | 120 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,673,000 | 147 |
| 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 | $1,099,000 | 191 |
| Number of Managed Accounts | $836,000 | 175 |
| Number of Non-Managed Accounts | $263,000 | 145 |
| Total fiduciary and related assets | $1,001,872,000 | 153 |
| Managed Assets ($) | $643,418,000 | 148 |
| Non-managed Assets ($) | $358,454,000 | 124 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,438,000 | 146 |
| 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 | $1,086,000 | 194 |
| Number of Managed Accounts | $824,000 | 179 |
| Number of Non-Managed Accounts | $262,000 | 144 |
| Total fiduciary and related assets | $952,306,000 | 154 |
| Managed Assets ($) | $551,801,000 | 158 |
| Non-managed Assets ($) | $400,505,000 | 120 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,094,000 | 151 |
| 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 | $1,078,000 | 217 |
| Number of Managed Accounts | $820,000 | 189 |
| Number of Non-Managed Accounts | $258,000 | 198 |
| Total fiduciary and related assets | $943,229,000 | 162 |
| Managed Assets ($) | $581,527,000 | 158 |
| Non-managed Assets ($) | $361,702,000 | 128 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,084,000 | 149 |
| 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 | $1,044,000 | 204 |
| Number of Managed Accounts | $796,000 | 185 |
| Number of Non-Managed Accounts | $248,000 | 153 |
| Total fiduciary and related assets | $1,044,152,000 | 161 |
| Managed Assets ($) | $627,521,000 | 159 |
| Non-managed Assets ($) | $416,631,000 | 128 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,848,000 | 152 |
| 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 | $1,013,000 | 215 |
| Number of Managed Accounts | $772,000 | 194 |
| Number of Non-Managed Accounts | $241,000 | 160 |
| Total fiduciary and related assets | $1,087,652,000 | 166 |
| Managed Assets ($) | $645,668,000 | 161 |
| Non-managed Assets ($) | $441,984,000 | 130 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,632,000 | 153 |
| 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 | $984,000 | 224 |
| Number of Managed Accounts | $762,000 | 197 |
| Number of Non-Managed Accounts | $222,000 | 167 |
| Total fiduciary and related assets | $1,083,166,000 | 173 |
| Managed Assets ($) | $651,645,000 | 167 |
| Non-managed Assets ($) | $431,521,000 | 132 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,188,000 | 165 |
| 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 | $964,000 | 235 |
| Number of Managed Accounts | $747,000 | 206 |
| Number of Non-Managed Accounts | $217,000 | 224 |
| Total fiduciary and related assets | $1,113,771,000 | 170 |
| Managed Assets ($) | $670,809,000 | 164 |
| Non-managed Assets ($) | $442,962,000 | 132 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,582,000 | 167 |
| 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 | $942,000 | 218 |
| Number of Managed Accounts | $722,000 | 204 |
| Number of Non-Managed Accounts | $220,000 | 157 |
| Total fiduciary and related assets | $1,065,607,000 | 174 |
| Managed Assets ($) | $630,661,000 | 173 |
| Non-managed Assets ($) | $434,946,000 | 129 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,308,000 | 171 |
| 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 | $922,000 | 223 |
| Number of Managed Accounts | $729,000 | 206 |
| Number of Non-Managed Accounts | $193,000 | 168 |
| Total fiduciary and related assets | $1,049,296,000 | 183 |
| Managed Assets ($) | $614,810,000 | 181 |
| Non-managed Assets ($) | $434,486,000 | 137 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,143,000 | 181 |
| 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 | $917,000 | 222 |
| Number of Managed Accounts | $729,000 | 203 |
| Number of Non-Managed Accounts | $188,000 | 173 |
| Total fiduciary and related assets | $1,010,645,000 | 184 |
| Managed Assets ($) | $600,219,000 | 181 |
| Non-managed Assets ($) | $410,426,000 | 140 |
| Memoranda | ||
| Gross Fiduciary activities income | $934,000 | 188 |
| 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 | $917,000 | 242 |
| Number of Managed Accounts | $733,000 | 209 |
| Number of Non-Managed Accounts | $184,000 | 251 |
| Total fiduciary and related assets | $970,415,000 | 185 |
| Managed Assets ($) | $588,996,000 | 181 |
| Non-managed Assets ($) | $381,419,000 | 141 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,747,000 | 180 |
| 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 | $914,000 | 225 |
| Number of Managed Accounts | $733,000 | 204 |
| Number of Non-Managed Accounts | $181,000 | 189 |
| Total fiduciary and related assets | $901,436,000 | 194 |
| Managed Assets ($) | $541,365,000 | 189 |
| Non-managed Assets ($) | $360,071,000 | 144 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,796,000 | 188 |
| 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 | $910,000 | 226 |
| Number of Managed Accounts | $731,000 | 209 |
| Number of Non-Managed Accounts | $179,000 | 194 |
| Total fiduciary and related assets | $863,629,000 | 204 |
| Managed Assets ($) | $513,646,000 | 195 |
| Non-managed Assets ($) | $349,983,000 | 150 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,827,000 | 194 |
| 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 | $913,000 | 225 |
| Number of Managed Accounts | $739,000 | 208 |
| Number of Non-Managed Accounts | $174,000 | 201 |
| Total fiduciary and related assets | $852,845,000 | 208 |
| Managed Assets ($) | $512,710,000 | 197 |
| Non-managed Assets ($) | $340,135,000 | 155 |
| Memoranda | ||
| Gross Fiduciary activities income | $846,000 | 199 |
| 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 | $885,000 | 254 |
| Number of Managed Accounts | $722,000 | 218 |
| Number of Non-Managed Accounts | $163,000 | 288 |
| Total fiduciary and related assets | $786,109,000 | 213 |
| Managed Assets ($) | $491,895,000 | 199 |
| Non-managed Assets ($) | $294,214,000 | 165 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,125,000 | 202 |
| 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 | $883,000 | 229 |
| Number of Managed Accounts | $721,000 | 205 |
| Number of Non-Managed Accounts | $162,000 | 207 |
| Total fiduciary and related assets | $770,568,000 | 212 |
| Managed Assets ($) | $470,735,000 | 203 |
| Non-managed Assets ($) | $299,833,000 | 161 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,242,000 | 206 |
| 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 | $843,000 | 235 |
| Number of Managed Accounts | $701,000 | 209 |
| Number of Non-Managed Accounts | $142,000 | 218 |
| Total fiduciary and related assets | $699,496,000 | 221 |
| Managed Assets ($) | $433,749,000 | 212 |
| Non-managed Assets ($) | $265,747,000 | 163 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,450,000 | 208 |
| 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 | $856,000 | 232 |
| Number of Managed Accounts | $701,000 | 207 |
| Number of Non-Managed Accounts | $155,000 | 213 |
| Total fiduciary and related assets | $693,281,000 | 225 |
| Managed Assets ($) | $425,566,000 | 216 |
| Non-managed Assets ($) | $267,715,000 | 167 |
| Memoranda | ||
| Gross Fiduciary activities income | $715,000 | 214 |
| 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 | $829,000 | 262 |
| Number of Managed Accounts | $711,000 | 209 |
| Number of Non-Managed Accounts | $118,000 | 370 |
| Total fiduciary and related assets | $658,921,000 | 228 |
| Managed Assets ($) | $414,746,000 | 214 |
| Non-managed Assets ($) | $244,175,000 | 180 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,490,000 | 224 |
| 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 | $796,000 | 242 |
| Number of Managed Accounts | $681,000 | 209 |
| Number of Non-Managed Accounts | $115,000 | 241 |
| Total fiduciary and related assets | $626,690,000 | 225 |
| Managed Assets ($) | $397,221,000 | 213 |
| Non-managed Assets ($) | $229,469,000 | 184 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,840,000 | 226 |
| 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 | $805,000 | 244 |
| Number of Managed Accounts | $689,000 | 203 |
| Number of Non-Managed Accounts | $116,000 | 251 |
| Total fiduciary and related assets | $619,651,000 | 230 |
| Managed Assets ($) | $388,130,000 | 216 |
| Non-managed Assets ($) | $231,521,000 | 181 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,215,000 | 232 |
| 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 | $810,000 | 244 |
| Number of Managed Accounts | $687,000 | 206 |
| Number of Non-Managed Accounts | $123,000 | 246 |
| Total fiduciary and related assets | $613,369,000 | 234 |
| Managed Assets ($) | $388,851,000 | 221 |
| Non-managed Assets ($) | $224,518,000 | 187 |
| Memoranda | ||
| Gross Fiduciary activities income | $579,000 | 243 |
| 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 | $809,000 | 280 |
| Number of Managed Accounts | $685,000 | 225 |
| Number of Non-Managed Accounts | $124,000 | 377 |
| Total fiduciary and related assets | $580,093,000 | 244 |
| Managed Assets ($) | $371,341,000 | 233 |
| Non-managed Assets ($) | $208,752,000 | 202 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,987,000 | 261 |
| 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 | $813,000 | 255 |
| Number of Managed Accounts | $680,000 | 220 |
| Number of Non-Managed Accounts | $133,000 | 246 |
| Total fiduciary and related assets | $555,598,000 | 250 |
| Managed Assets ($) | $354,262,000 | 237 |
| Non-managed Assets ($) | $201,336,000 | 200 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,429,000 | 278 |
| 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 | $829,000 | 258 |
| Number of Managed Accounts | $700,000 | 214 |
| Number of Non-Managed Accounts | $129,000 | 260 |
| Total fiduciary and related assets | $545,157,000 | 252 |
| Managed Assets ($) | $350,403,000 | 238 |
| Non-managed Assets ($) | $194,754,000 | 201 |
| Memoranda | ||
| Gross Fiduciary activities income | $896,000 | 298 |
| 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 | $824,000 | 261 |
| Number of Managed Accounts | $711,000 | 220 |
| Number of Non-Managed Accounts | $113,000 | 275 |
| Total fiduciary and related assets | $508,151,000 | 259 |
| Managed Assets ($) | $336,954,000 | 243 |
| Non-managed Assets ($) | $171,197,000 | 216 |
| Memoranda | ||
| Gross Fiduciary activities income | $565,000 | 262 |
| 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 | $822,000 | 293 |
| Number of Managed Accounts | $707,000 | 238 |
| Number of Non-Managed Accounts | $115,000 | 398 |
| Total fiduciary and related assets | $522,026,000 | 257 |
| Managed Assets ($) | $340,182,000 | 241 |
| Non-managed Assets ($) | $181,844,000 | 216 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,323,000 | 262 |
| 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 | $814,000 | 274 |
| Number of Managed Accounts | $702,000 | 221 |
| Number of Non-Managed Accounts | $112,000 | 383 |
| Total fiduciary and related assets | $536,793,000 | 236 |
| Managed Assets ($) | $329,567,000 | 245 |
| Non-managed Assets ($) | $207,226,000 | 190 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,052,000 | 287 |
| 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 | $1,670,000 | 316 |
| 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 | $1,280,000 | 406 |
| 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 | $920,000 | 483 |
| 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 | $690,000 | 565 |
| 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 | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |