Home > 1st Source Bank > Fiduciary and Related Services
1st Source Bank, Fiduciary and Related Services
| 2023-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 4 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $4,167,000 | 80 |
| Number of Managed Accounts | $3,238,000 | 70 |
| Number of Non-Managed Accounts | $929,000 | 70 |
| Total fiduciary and related assets | $5,292,700,000 | 108 |
| Managed Assets ($) | $4,249,489,000 | 86 |
| Non-managed Assets ($) | $1,043,211,000 | 122 |
| Memoranda | ||
| Gross Fiduciary activities income | $23,706,000 | 105 |
| 2023-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 5 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $4,162,000 | 80 |
| Number of Managed Accounts | $3,223,000 | 72 |
| Number of Non-Managed Accounts | $939,000 | 66 |
| Total fiduciary and related assets | $4,797,170,000 | 112 |
| Managed Assets ($) | $3,873,418,000 | 91 |
| Non-managed Assets ($) | $923,752,000 | 127 |
| Memoranda | ||
| Gross Fiduciary activities income | $17,794,000 | 105 |
| 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 | $4,145,000 | 80 |
| Number of Managed Accounts | $3,205,000 | 70 |
| Number of Non-Managed Accounts | $940,000 | 67 |
| Total fiduciary and related assets | $4,853,938,000 | 108 |
| Managed Assets ($) | $3,908,638,000 | 89 |
| Non-managed Assets ($) | $945,300,000 | 121 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,146,000 | 97 |
| 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 | $4,133,000 | 85 |
| Number of Managed Accounts | $3,194,000 | 74 |
| Number of Non-Managed Accounts | $939,000 | 68 |
| Total fiduciary and related assets | $4,765,708,000 | 115 |
| Managed Assets ($) | $3,846,167,000 | 94 |
| Non-managed Assets ($) | $919,541,000 | 131 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,679,000 | 111 |
| 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 | $4,069,000 | 87 |
| Number of Managed Accounts | $3,142,000 | 77 |
| Number of Non-Managed Accounts | $927,000 | 70 |
| Total fiduciary and related assets | $4,725,593,000 | 115 |
| Managed Assets ($) | $3,731,878,000 | 93 |
| Non-managed Assets ($) | $993,715,000 | 125 |
| Memoranda | ||
| Gross Fiduciary activities income | $23,107,000 | 107 |
| 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 | $4,037,000 | 86 |
| Number of Managed Accounts | $3,118,000 | 76 |
| Number of Non-Managed Accounts | $919,000 | 65 |
| Total fiduciary and related assets | $4,470,096,000 | 115 |
| Managed Assets ($) | $3,536,708,000 | 93 |
| Non-managed Assets ($) | $933,388,000 | 127 |
| Memoranda | ||
| Gross Fiduciary activities income | $17,499,000 | 107 |
| 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 | $4,024,000 | 74 |
| Number of Managed Accounts | $3,103,000 | 71 |
| Number of Non-Managed Accounts | $921,000 | 57 |
| Total fiduciary and related assets | $4,550,419,000 | 93 |
| Managed Assets ($) | $3,582,274,000 | 80 |
| Non-managed Assets ($) | $968,145,000 | 101 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,001,000 | 87 |
| 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 | $4,021,000 | 73 |
| Number of Managed Accounts | $3,091,000 | 72 |
| Number of Non-Managed Accounts | $930,000 | 55 |
| Total fiduciary and related assets | $4,980,305,000 | 92 |
| Managed Assets ($) | $3,869,858,000 | 80 |
| Non-managed Assets ($) | $1,110,447,000 | 101 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,914,000 | 91 |
| 2021-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,999,000 | 73 |
| Number of Managed Accounts | $3,074,000 | 69 |
| Number of Non-Managed Accounts | $925,000 | 56 |
| Total fiduciary and related assets | $5,215,786,000 | 90 |
| Managed Assets ($) | $4,055,374,000 | 77 |
| Non-managed Assets ($) | $1,160,412,000 | 99 |
| Memoranda | ||
| Gross Fiduciary activities income | $23,782,000 | 88 |
| 2021-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,971,000 | 72 |
| Number of Managed Accounts | $3,044,000 | 70 |
| Number of Non-Managed Accounts | $927,000 | 55 |
| Total fiduciary and related assets | $4,976,013,000 | 93 |
| Managed Assets ($) | $3,850,956,000 | 80 |
| Non-managed Assets ($) | $1,125,057,000 | 98 |
| Memoranda | ||
| Gross Fiduciary activities income | $17,833,000 | 87 |
| 2021-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,966,000 | 71 |
| Number of Managed Accounts | $3,025,000 | 71 |
| Number of Non-Managed Accounts | $941,000 | 55 |
| Total fiduciary and related assets | $4,993,953,000 | 93 |
| Managed Assets ($) | $3,854,061,000 | 76 |
| Non-managed Assets ($) | $1,139,892,000 | 98 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,947,000 | 86 |
| 2021-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,932,000 | 71 |
| Number of Managed Accounts | $2,998,000 | 71 |
| Number of Non-Managed Accounts | $934,000 | 56 |
| Total fiduciary and related assets | $4,780,821,000 | 93 |
| Managed Assets ($) | $3,691,752,000 | 76 |
| Non-managed Assets ($) | $1,089,069,000 | 97 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,481,000 | 92 |
| 2020-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,922,000 | 73 |
| Number of Managed Accounts | $2,988,000 | 72 |
| Number of Non-Managed Accounts | $934,000 | 61 |
| Total fiduciary and related assets | $4,620,565,000 | 95 |
| Managed Assets ($) | $3,581,738,000 | 78 |
| Non-managed Assets ($) | $1,038,827,000 | 98 |
| Memoranda | ||
| Gross Fiduciary activities income | $21,114,000 | 86 |
| 2020-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,924,000 | 72 |
| Number of Managed Accounts | $3,066,000 | 71 |
| Number of Non-Managed Accounts | $858,000 | 63 |
| Total fiduciary and related assets | $4,187,473,000 | 96 |
| Managed Assets ($) | $3,239,235,000 | 81 |
| Non-managed Assets ($) | $948,238,000 | 96 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,590,000 | 87 |
| 2020-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,932,000 | 71 |
| Number of Managed Accounts | $3,072,000 | 70 |
| Number of Non-Managed Accounts | $860,000 | 64 |
| Total fiduciary and related assets | $4,089,763,000 | 96 |
| Managed Assets ($) | $3,175,851,000 | 80 |
| Non-managed Assets ($) | $913,912,000 | 98 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,437,000 | 86 |
| 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 | $3,951,000 | 70 |
| Number of Managed Accounts | $3,081,000 | 70 |
| Number of Non-Managed Accounts | $870,000 | 63 |
| Total fiduciary and related assets | $3,691,270,000 | 98 |
| Managed Assets ($) | $2,866,389,000 | 82 |
| Non-managed Assets ($) | $824,881,000 | 98 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,848,000 | 95 |
| 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 | $3,948,000 | 70 |
| Number of Managed Accounts | $3,044,000 | 72 |
| Number of Non-Managed Accounts | $904,000 | 67 |
| Total fiduciary and related assets | $4,371,833,000 | 94 |
| Managed Assets ($) | $3,370,520,000 | 77 |
| Non-managed Assets ($) | $1,001,313,000 | 95 |
| Memoranda | ||
| Gross Fiduciary activities income | $20,692,000 | 89 |
| 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 | $3,966,000 | 70 |
| Number of Managed Accounts | $3,062,000 | 71 |
| Number of Non-Managed Accounts | $904,000 | 66 |
| Total fiduciary and related assets | $4,136,820,000 | 96 |
| Managed Assets ($) | $3,195,045,000 | 80 |
| Non-managed Assets ($) | $941,775,000 | 99 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,423,000 | 90 |
| 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 | $3,990,000 | 71 |
| Number of Managed Accounts | $3,088,000 | 71 |
| Number of Non-Managed Accounts | $902,000 | 69 |
| Total fiduciary and related assets | $4,141,876,000 | 93 |
| Managed Assets ($) | $3,188,103,000 | 79 |
| Non-managed Assets ($) | $953,773,000 | 98 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,441,000 | 90 |
| 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 | $3,998,000 | 70 |
| Number of Managed Accounts | $3,091,000 | 70 |
| Number of Non-Managed Accounts | $907,000 | 67 |
| Total fiduciary and related assets | $4,076,207,000 | 93 |
| Managed Assets ($) | $3,140,378,000 | 79 |
| Non-managed Assets ($) | $935,829,000 | 98 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,858,000 | 92 |
| 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 | $3,993,000 | 72 |
| Number of Managed Accounts | $3,060,000 | 70 |
| Number of Non-Managed Accounts | $933,000 | 70 |
| Total fiduciary and related assets | $3,841,945,000 | 92 |
| Managed Assets ($) | $2,920,605,000 | 76 |
| Non-managed Assets ($) | $921,340,000 | 99 |
| Memoranda | ||
| Gross Fiduciary activities income | $21,071,000 | 88 |
| 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 | $3,989,000 | 70 |
| Number of Managed Accounts | $3,063,000 | 69 |
| Number of Non-Managed Accounts | $926,000 | 65 |
| Total fiduciary and related assets | $4,571,089,000 | 88 |
| Managed Assets ($) | $3,325,413,000 | 73 |
| Non-managed Assets ($) | $1,245,676,000 | 92 |
| Memoranda | ||
| Gross Fiduciary activities income | $16,097,000 | 87 |
| 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 | $4,044,000 | 68 |
| Number of Managed Accounts | $3,094,000 | 69 |
| Number of Non-Managed Accounts | $950,000 | 63 |
| Total fiduciary and related assets | $4,546,908,000 | 89 |
| Managed Assets ($) | $3,341,064,000 | 71 |
| Non-managed Assets ($) | $1,205,844,000 | 95 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,988,000 | 85 |
| 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 | $3,858,000 | 69 |
| Number of Managed Accounts | $3,083,000 | 68 |
| Number of Non-Managed Accounts | $775,000 | 71 |
| Total fiduciary and related assets | $4,515,486,000 | 88 |
| Managed Assets ($) | $3,302,182,000 | 72 |
| Non-managed Assets ($) | $1,213,304,000 | 92 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,188,000 | 90 |
| 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 | $3,800,000 | 71 |
| Number of Managed Accounts | $3,028,000 | 66 |
| Number of Non-Managed Accounts | $772,000 | 82 |
| Total fiduciary and related assets | $4,520,980,000 | 87 |
| Managed Assets ($) | $3,285,974,000 | 71 |
| Non-managed Assets ($) | $1,235,006,000 | 92 |
| Memoranda | ||
| Gross Fiduciary activities income | $20,980,000 | 85 |
| 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 | $3,808,000 | 69 |
| Number of Managed Accounts | $3,041,000 | 67 |
| Number of Non-Managed Accounts | $767,000 | 72 |
| Total fiduciary and related assets | $4,444,109,000 | 83 |
| Managed Assets ($) | $3,286,913,000 | 69 |
| Non-managed Assets ($) | $1,157,196,000 | 94 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,665,000 | 82 |
| 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 | $3,811,000 | 67 |
| Number of Managed Accounts | $3,048,000 | 64 |
| Number of Non-Managed Accounts | $763,000 | 70 |
| Total fiduciary and related assets | $4,388,015,000 | 82 |
| Managed Assets ($) | $3,228,386,000 | 68 |
| Non-managed Assets ($) | $1,159,629,000 | 91 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,628,000 | 82 |
| 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 | $3,833,000 | 67 |
| Number of Managed Accounts | $3,073,000 | 63 |
| Number of Non-Managed Accounts | $760,000 | 70 |
| Total fiduciary and related assets | $4,303,297,000 | 82 |
| Managed Assets ($) | $3,102,947,000 | 69 |
| Non-managed Assets ($) | $1,200,350,000 | 88 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,001,000 | 87 |
| 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 | $3,780,000 | 68 |
| Number of Managed Accounts | $3,052,000 | 62 |
| Number of Non-Managed Accounts | $728,000 | 80 |
| Total fiduciary and related assets | $4,102,882,000 | 87 |
| Managed Assets ($) | $2,938,003,000 | 68 |
| Non-managed Assets ($) | $1,164,879,000 | 90 |
| Memoranda | ||
| Gross Fiduciary activities income | $19,256,000 | 86 |
| 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 | $3,813,000 | 65 |
| Number of Managed Accounts | $3,092,000 | 60 |
| Number of Non-Managed Accounts | $721,000 | 72 |
| Total fiduciary and related assets | $3,985,370,000 | 86 |
| Managed Assets ($) | $2,853,976,000 | 69 |
| Non-managed Assets ($) | $1,131,394,000 | 91 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,422,000 | 84 |
| 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 | $3,792,000 | 67 |
| Number of Managed Accounts | $3,086,000 | 61 |
| Number of Non-Managed Accounts | $706,000 | 74 |
| Total fiduciary and related assets | $3,836,512,000 | 90 |
| Managed Assets ($) | $2,764,803,000 | 70 |
| Non-managed Assets ($) | $1,071,709,000 | 92 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,731,000 | 83 |
| 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 | $3,769,000 | 68 |
| Number of Managed Accounts | $3,059,000 | 62 |
| Number of Non-Managed Accounts | $710,000 | 75 |
| Total fiduciary and related assets | $3,800,254,000 | 88 |
| Managed Assets ($) | $2,734,947,000 | 70 |
| Non-managed Assets ($) | $1,065,307,000 | 93 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,623,000 | 83 |
| 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 | $3,784,000 | 70 |
| Number of Managed Accounts | $3,054,000 | 60 |
| Number of Non-Managed Accounts | $730,000 | 80 |
| Total fiduciary and related assets | $3,696,565,000 | 87 |
| Managed Assets ($) | $2,631,721,000 | 71 |
| Non-managed Assets ($) | $1,064,844,000 | 92 |
| Memoranda | ||
| Gross Fiduciary activities income | $19,126,000 | 84 |
| 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 | $3,825,000 | 67 |
| Number of Managed Accounts | $3,093,000 | 57 |
| Number of Non-Managed Accounts | $732,000 | 74 |
| Total fiduciary and related assets | $3,659,912,000 | 85 |
| Managed Assets ($) | $2,594,628,000 | 71 |
| Non-managed Assets ($) | $1,065,284,000 | 91 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,438,000 | 82 |
| 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 | $3,805,000 | 69 |
| Number of Managed Accounts | $3,068,000 | 59 |
| Number of Non-Managed Accounts | $737,000 | 73 |
| Total fiduciary and related assets | $3,892,765,000 | 85 |
| Managed Assets ($) | $2,753,391,000 | 71 |
| Non-managed Assets ($) | $1,139,374,000 | 92 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,804,000 | 83 |
| 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 | $3,802,000 | 70 |
| Number of Managed Accounts | $3,056,000 | 59 |
| Number of Non-Managed Accounts | $746,000 | 74 |
| Total fiduciary and related assets | $3,870,575,000 | 85 |
| Managed Assets ($) | $2,718,375,000 | 71 |
| Non-managed Assets ($) | $1,152,200,000 | 91 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,557,000 | 84 |
| 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 | $3,807,000 | 70 |
| Number of Managed Accounts | $3,042,000 | 59 |
| Number of Non-Managed Accounts | $765,000 | 80 |
| Total fiduciary and related assets | $3,840,953,000 | 84 |
| Managed Assets ($) | $2,685,749,000 | 70 |
| Non-managed Assets ($) | $1,155,204,000 | 90 |
| Memoranda | ||
| Gross Fiduciary activities income | $18,511,000 | 83 |
| 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 | $3,898,000 | 64 |
| Number of Managed Accounts | $3,115,000 | 58 |
| Number of Non-Managed Accounts | $783,000 | 75 |
| Total fiduciary and related assets | $3,756,236,000 | 84 |
| Managed Assets ($) | $2,637,463,000 | 70 |
| Non-managed Assets ($) | $1,118,773,000 | 89 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,930,000 | 83 |
| 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 | $3,910,000 | 63 |
| Number of Managed Accounts | $3,129,000 | 57 |
| Number of Non-Managed Accounts | $781,000 | 75 |
| Total fiduciary and related assets | $3,787,811,000 | 81 |
| Managed Assets ($) | $2,659,292,000 | 69 |
| Non-managed Assets ($) | $1,128,519,000 | 87 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,431,000 | 82 |
| 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 | $3,885,000 | 65 |
| Number of Managed Accounts | $3,088,000 | 59 |
| Number of Non-Managed Accounts | $797,000 | 77 |
| Total fiduciary and related assets | $3,740,631,000 | 82 |
| Managed Assets ($) | $2,628,976,000 | 70 |
| Non-managed Assets ($) | $1,111,655,000 | 88 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,476,000 | 85 |
| 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 | $3,929,000 | 67 |
| Number of Managed Accounts | $3,125,000 | 58 |
| Number of Non-Managed Accounts | $804,000 | 85 |
| Total fiduciary and related assets | $3,695,809,000 | 83 |
| Managed Assets ($) | $2,615,979,000 | 71 |
| Non-managed Assets ($) | $1,079,830,000 | 90 |
| Memoranda | ||
| Gross Fiduciary activities income | $17,383,000 | 81 |
| 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 | $3,877,000 | 64 |
| Number of Managed Accounts | $3,068,000 | 55 |
| Number of Non-Managed Accounts | $809,000 | 76 |
| Total fiduciary and related assets | $3,622,461,000 | 81 |
| Managed Assets ($) | $2,497,349,000 | 73 |
| Non-managed Assets ($) | $1,125,112,000 | 88 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,800,000 | 80 |
| 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 | $3,800,000 | 66 |
| Number of Managed Accounts | $3,015,000 | 56 |
| Number of Non-Managed Accounts | $785,000 | 78 |
| Total fiduciary and related assets | $3,713,456,000 | 81 |
| Managed Assets ($) | $2,413,165,000 | 74 |
| Non-managed Assets ($) | $1,300,291,000 | 82 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,540,000 | 82 |
| 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 | $3,811,000 | 64 |
| Number of Managed Accounts | $3,007,000 | 54 |
| Number of Non-Managed Accounts | $804,000 | 78 |
| Total fiduciary and related assets | $3,497,956,000 | 82 |
| Managed Assets ($) | $2,418,073,000 | 75 |
| Non-managed Assets ($) | $1,079,883,000 | 87 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,101,000 | 83 |
| 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 | $3,827,000 | 66 |
| Number of Managed Accounts | $3,007,000 | 54 |
| Number of Non-Managed Accounts | $820,000 | 84 |
| Total fiduciary and related assets | $3,324,997,000 | 81 |
| Managed Assets ($) | $2,294,331,000 | 75 |
| Non-managed Assets ($) | $1,030,666,000 | 88 |
| Memoranda | ||
| Gross Fiduciary activities income | $16,498,000 | 80 |
| 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 | $3,770,000 | 63 |
| Number of Managed Accounts | $2,950,000 | 53 |
| Number of Non-Managed Accounts | $820,000 | 76 |
| Total fiduciary and related assets | $3,300,389,000 | 81 |
| Managed Assets ($) | $2,310,433,000 | 75 |
| Non-managed Assets ($) | $989,956,000 | 88 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,407,000 | 80 |
| 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 | $3,777,000 | 63 |
| Number of Managed Accounts | $2,939,000 | 54 |
| Number of Non-Managed Accounts | $838,000 | 73 |
| Total fiduciary and related assets | $3,220,017,000 | 82 |
| Managed Assets ($) | $2,257,600,000 | 73 |
| Non-managed Assets ($) | $962,417,000 | 89 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,352,000 | 80 |
| 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 | $3,804,000 | 64 |
| Number of Managed Accounts | $2,944,000 | 55 |
| Number of Non-Managed Accounts | $860,000 | 70 |
| Total fiduciary and related assets | $3,298,407,000 | 80 |
| Managed Assets ($) | $2,300,389,000 | 72 |
| Non-managed Assets ($) | $998,018,000 | 86 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,973,000 | 80 |
| 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 | $3,904,000 | 64 |
| Number of Managed Accounts | $2,983,000 | 55 |
| Number of Non-Managed Accounts | $921,000 | 71 |
| Total fiduciary and related assets | $3,186,052,000 | 82 |
| Managed Assets ($) | $2,238,463,000 | 72 |
| Non-managed Assets ($) | $947,589,000 | 86 |
| Memoranda | ||
| Gross Fiduciary activities income | $16,327,000 | 66 |
| 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 | $3,900,000 | 65 |
| Number of Managed Accounts | $2,975,000 | 57 |
| Number of Non-Managed Accounts | $925,000 | 65 |
| Total fiduciary and related assets | $3,136,254,000 | 83 |
| Managed Assets ($) | $2,246,172,000 | 68 |
| Non-managed Assets ($) | $890,082,000 | 89 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,305,000 | 68 |
| 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 | $3,870,000 | 67 |
| Number of Managed Accounts | $2,952,000 | 58 |
| Number of Non-Managed Accounts | $918,000 | 68 |
| Total fiduciary and related assets | $3,339,881,000 | 83 |
| Managed Assets ($) | $2,382,707,000 | 72 |
| Non-managed Assets ($) | $957,174,000 | 89 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,403,000 | 69 |
| 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 | $3,843,000 | 69 |
| Number of Managed Accounts | $2,914,000 | 58 |
| Number of Non-Managed Accounts | $929,000 | 70 |
| Total fiduciary and related assets | $3,225,270,000 | 81 |
| Managed Assets ($) | $2,407,117,000 | 69 |
| Non-managed Assets ($) | $818,153,000 | 95 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,992,000 | 70 |
| 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 | $3,932,000 | 70 |
| Number of Managed Accounts | $2,924,000 | 56 |
| Number of Non-Managed Accounts | $1,008,000 | 72 |
| Total fiduciary and related assets | $3,129,213,000 | 82 |
| Managed Assets ($) | $2,331,938,000 | 69 |
| Non-managed Assets ($) | $797,275,000 | 96 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,838,000 | 67 |
| 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 | $3,884,000 | 68 |
| Number of Managed Accounts | $2,862,000 | 56 |
| Number of Non-Managed Accounts | $1,022,000 | 67 |
| Total fiduciary and related assets | $3,014,288,000 | 83 |
| Managed Assets ($) | $2,252,148,000 | 69 |
| Non-managed Assets ($) | $762,140,000 | 97 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,677,000 | 67 |
| 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 | $3,924,000 | 69 |
| Number of Managed Accounts | $2,854,000 | 54 |
| Number of Non-Managed Accounts | $1,070,000 | 67 |
| Total fiduciary and related assets | $2,865,839,000 | 84 |
| Managed Assets ($) | $2,135,346,000 | 70 |
| Non-managed Assets ($) | $730,493,000 | 96 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,807,000 | 67 |
| 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 | $3,936,000 | 71 |
| Number of Managed Accounts | $2,826,000 | 55 |
| Number of Non-Managed Accounts | $1,110,000 | 64 |
| Total fiduciary and related assets | $2,984,340,000 | 85 |
| Managed Assets ($) | $2,226,094,000 | 69 |
| Non-managed Assets ($) | $758,246,000 | 96 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,745,000 | 68 |
| 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 | $3,942,000 | 76 |
| Number of Managed Accounts | $2,813,000 | 58 |
| Number of Non-Managed Accounts | $1,129,000 | 74 |
| Total fiduciary and related assets | $2,722,336,000 | 89 |
| Managed Assets ($) | $1,996,347,000 | 78 |
| Non-managed Assets ($) | $725,989,000 | 98 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,036,000 | 68 |
| 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 | $4,043,000 | 72 |
| Number of Managed Accounts | $2,861,000 | 58 |
| Number of Non-Managed Accounts | $1,182,000 | 64 |
| Total fiduciary and related assets | $2,690,699,000 | 92 |
| Managed Assets ($) | $1,993,380,000 | 78 |
| Non-managed Assets ($) | $697,319,000 | 100 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,473,000 | 69 |
| 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 | $4,200,000 | 72 |
| Number of Managed Accounts | $2,876,000 | 60 |
| Number of Non-Managed Accounts | $1,324,000 | 59 |
| Total fiduciary and related assets | $2,547,748,000 | 95 |
| Managed Assets ($) | $1,892,727,000 | 77 |
| Non-managed Assets ($) | $655,021,000 | 101 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,852,000 | 67 |
| 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 | $4,611,000 | 63 |
| Number of Managed Accounts | $2,941,000 | 59 |
| Number of Non-Managed Accounts | $1,670,000 | 51 |
| Total fiduciary and related assets | $2,445,081,000 | 93 |
| Managed Assets ($) | $1,855,030,000 | 75 |
| Non-managed Assets ($) | $590,051,000 | 102 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,804,000 | 66 |
| 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 | $4,699,000 | 66 |
| Number of Managed Accounts | $2,949,000 | 60 |
| Number of Non-Managed Accounts | $1,750,000 | 60 |
| Total fiduciary and related assets | $2,602,491,000 | 95 |
| Managed Assets ($) | $1,948,241,000 | 78 |
| Non-managed Assets ($) | $654,250,000 | 107 |
| Memoranda | ||
| Gross Fiduciary activities income | $18,599,000 | 63 |
| 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 | $4,773,000 | 62 |
| Number of Managed Accounts | $3,006,000 | 60 |
| Number of Non-Managed Accounts | $1,767,000 | 55 |
| Total fiduciary and related assets | $2,815,317,000 | 92 |
| Managed Assets ($) | $2,089,929,000 | 78 |
| Non-managed Assets ($) | $725,388,000 | 107 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,155,000 | 64 |
| 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 | $4,807,000 | 62 |
| Number of Managed Accounts | $3,004,000 | 61 |
| Number of Non-Managed Accounts | $1,803,000 | 56 |
| Total fiduciary and related assets | $2,867,738,000 | 98 |
| Managed Assets ($) | $2,065,562,000 | 84 |
| Non-managed Assets ($) | $802,176,000 | 111 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,216,000 | 69 |
| 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 | $4,812,000 | 60 |
| Number of Managed Accounts | $3,038,000 | 61 |
| Number of Non-Managed Accounts | $1,774,000 | 55 |
| Total fiduciary and related assets | $2,873,753,000 | 102 |
| Managed Assets ($) | $2,123,866,000 | 83 |
| Non-managed Assets ($) | $749,887,000 | 116 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,262,000 | 70 |
| 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 | $4,876,000 | 64 |
| Number of Managed Accounts | $3,067,000 | 60 |
| Number of Non-Managed Accounts | $1,809,000 | 57 |
| Total fiduciary and related assets | $2,911,630,000 | 98 |
| Managed Assets ($) | $2,129,763,000 | 82 |
| Non-managed Assets ($) | $781,867,000 | 112 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,432,000 | 77 |
| 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 | $4,993,000 | 58 |
| Number of Managed Accounts | $3,094,000 | 58 |
| Number of Non-Managed Accounts | $1,899,000 | 50 |
| Total fiduciary and related assets | $3,080,616,000 | 97 |
| Managed Assets ($) | $2,286,765,000 | 79 |
| Non-managed Assets ($) | $793,851,000 | 111 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,232,000 | 78 |
| 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 | $4,805,000 | 61 |
| Number of Managed Accounts | $2,785,000 | 64 |
| Number of Non-Managed Accounts | $2,020,000 | 48 |
| Total fiduciary and related assets | $2,764,193,000 | 107 |
| Managed Assets ($) | $1,900,456,000 | 92 |
| Non-managed Assets ($) | $863,737,000 | 109 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,378,000 | 82 |
| 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 | $4,815,000 | 60 |
| Number of Managed Accounts | $2,780,000 | 62 |
| Number of Non-Managed Accounts | $2,035,000 | 48 |
| Total fiduciary and related assets | $2,875,398,000 | 98 |
| Managed Assets ($) | $1,812,073,000 | 91 |
| Non-managed Assets ($) | $1,063,325,000 | 101 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,643,000 | 83 |
| 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 | $4,794,000 | 65 |
| Number of Managed Accounts | $2,753,000 | 62 |
| Number of Non-Managed Accounts | $2,041,000 | 54 |
| Total fiduciary and related assets | $2,894,272,000 | 98 |
| Managed Assets ($) | $1,850,073,000 | 83 |
| Non-managed Assets ($) | $1,044,199,000 | 99 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,806,000 | 84 |
| 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 | $4,817,000 | 67 |
| Number of Managed Accounts | $2,756,000 | 65 |
| Number of Non-Managed Accounts | $2,061,000 | 53 |
| Total fiduciary and related assets | $2,723,671,000 | 105 |
| Managed Assets ($) | $1,646,733,000 | 99 |
| Non-managed Assets ($) | $1,076,938,000 | 101 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,320,000 | 90 |
| 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 | $4,789,000 | 68 |
| Number of Managed Accounts | $2,750,000 | 69 |
| Number of Non-Managed Accounts | $2,039,000 | 52 |
| Total fiduciary and related assets | $2,597,856,000 | 110 |
| Managed Assets ($) | $1,638,355,000 | 103 |
| Non-managed Assets ($) | $959,501,000 | 112 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,049,000 | 90 |
| 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 | $4,920,000 | 65 |
| Number of Managed Accounts | $2,746,000 | 68 |
| Number of Non-Managed Accounts | $2,174,000 | 49 |
| Total fiduciary and related assets | $2,597,297,000 | 111 |
| Managed Assets ($) | $1,630,613,000 | 101 |
| Non-managed Assets ($) | $966,684,000 | 112 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,391,000 | 92 |
| 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 | $4,950,000 | 70 |
| Number of Managed Accounts | $2,745,000 | 70 |
| Number of Non-Managed Accounts | $2,205,000 | 55 |
| Total fiduciary and related assets | $2,486,384,000 | 110 |
| Managed Assets ($) | $1,548,546,000 | 100 |
| Non-managed Assets ($) | $937,838,000 | 116 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,877,000 | 91 |
| 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 | $3,751,000 | 84 |
| Number of Managed Accounts | $2,770,000 | 68 |
| Number of Non-Managed Accounts | $981,000 | 73 |
| Total fiduciary and related assets | $2,243,345,000 | 118 |
| Managed Assets ($) | $1,468,702,000 | 102 |
| Non-managed Assets ($) | $774,643,000 | 120 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,670,000 | 92 |
| 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 | $3,719,000 | 83 |
| Number of Managed Accounts | $2,739,000 | 68 |
| Number of Non-Managed Accounts | $980,000 | 74 |
| Total fiduciary and related assets | $2,193,541,000 | 114 |
| Managed Assets ($) | $1,446,647,000 | 99 |
| Non-managed Assets ($) | $746,894,000 | 119 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,531,000 | 90 |
| 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 | $3,749,000 | 83 |
| Number of Managed Accounts | $2,762,000 | 70 |
| Number of Non-Managed Accounts | $987,000 | 76 |
| Total fiduciary and related assets | $2,202,709,000 | 119 |
| Managed Assets ($) | $1,435,777,000 | 105 |
| Non-managed Assets ($) | $766,932,000 | 123 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,246,000 | 92 |
| 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 | $3,779,000 | 88 |
| Number of Managed Accounts | $2,787,000 | 72 |
| Number of Non-Managed Accounts | $992,000 | 92 |
| Total fiduciary and related assets | $2,263,798,000 | 119 |
| Managed Assets ($) | $1,467,469,000 | 105 |
| Non-managed Assets ($) | $796,329,000 | 124 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,361,000 | 94 |
| 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 | $3,791,000 | 82 |
| Number of Managed Accounts | $2,805,000 | 68 |
| Number of Non-Managed Accounts | $986,000 | 84 |
| Total fiduciary and related assets | $2,155,441,000 | 122 |
| Managed Assets ($) | $1,418,669,000 | 103 |
| Non-managed Assets ($) | $736,772,000 | 124 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,302,000 | 94 |
| 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 | $3,806,000 | 81 |
| Number of Managed Accounts | $2,809,000 | 67 |
| Number of Non-Managed Accounts | $997,000 | 87 |
| Total fiduciary and related assets | $2,117,293,000 | 123 |
| Managed Assets ($) | $1,430,480,000 | 101 |
| Non-managed Assets ($) | $686,813,000 | 130 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,230,000 | 99 |
| 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 | $3,803,000 | 81 |
| Number of Managed Accounts | $2,780,000 | 69 |
| Number of Non-Managed Accounts | $1,023,000 | 83 |
| Total fiduciary and related assets | $2,109,306,000 | 124 |
| Managed Assets ($) | $1,451,644,000 | 104 |
| Non-managed Assets ($) | $657,662,000 | 131 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,090,000 | 97 |
| 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 | $3,779,000 | 89 |
| Number of Managed Accounts | $2,761,000 | 74 |
| Number of Non-Managed Accounts | $1,018,000 | 95 |
| Total fiduciary and related assets | $2,123,293,000 | 127 |
| Managed Assets ($) | $1,420,483,000 | 107 |
| Non-managed Assets ($) | $702,810,000 | 132 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,664,000 | 105 |
| 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 | $3,775,000 | 85 |
| Number of Managed Accounts | $2,712,000 | 71 |
| Number of Non-Managed Accounts | $1,063,000 | 87 |
| Total fiduciary and related assets | $1,973,856,000 | 135 |
| Managed Assets ($) | $1,292,050,000 | 112 |
| Non-managed Assets ($) | $681,806,000 | 137 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,019,000 | 108 |
| 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 | $3,746,000 | 87 |
| Number of Managed Accounts | $2,847,000 | 70 |
| Number of Non-Managed Accounts | $899,000 | 101 |
| Total fiduciary and related assets | $1,881,943,000 | 139 |
| Managed Assets ($) | $1,407,817,000 | 108 |
| Non-managed Assets ($) | $474,126,000 | 153 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,376,000 | 109 |
| 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 | $3,677,000 | 90 |
| Number of Managed Accounts | $2,784,000 | 75 |
| Number of Non-Managed Accounts | $893,000 | 98 |
| Total fiduciary and related assets | $1,659,092,000 | 147 |
| Managed Assets ($) | $1,245,221,000 | 115 |
| Non-managed Assets ($) | $413,871,000 | 157 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,640,000 | 112 |
| 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 | $3,680,000 | 93 |
| Number of Managed Accounts | $2,795,000 | 78 |
| Number of Non-Managed Accounts | $885,000 | 110 |
| Total fiduciary and related assets | $1,697,554,000 | 144 |
| Managed Assets ($) | $1,293,391,000 | 116 |
| Non-managed Assets ($) | $404,163,000 | 162 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,252,000 | 113 |
| 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 | $2,984,000 | 98 |
| Number of Managed Accounts | $2,789,000 | 72 |
| Number of Non-Managed Accounts | $195,000 | 290 |
| Total fiduciary and related assets | $1,775,543,000 | 133 |
| Managed Assets ($) | $1,421,514,000 | 107 |
| Non-managed Assets ($) | $354,029,000 | 157 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,672,000 | 121 |
| 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 | $9,612,000 | 119 |
| 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 | $8,954,000 | 142 |
| 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 | $8,257,000 | 152 |
| 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 | $7,312,000 | 165 |
| 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 | $6,732,000 | 187 |
| 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 | $6,639,000 | 204 |
| 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 | $6,125,000 | 205 |
| 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 | $5,803,000 | 210 |
| 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 | $5,089,000 | 219 |