Home > AMG National Trust Bank > Fiduciary and Related Services
AMG National Trust Bank, Fiduciary and Related Services
| 2025-03-31 | 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 | $4,423,000 | 75 |
| Number of Managed Accounts | $4,336,000 | 58 |
| Number of Non-Managed Accounts | $87,000 | 207 |
| Total fiduciary and related assets | $7,608,448,000 | 91 |
| Managed Assets ($) | $7,152,537,000 | 64 |
| Non-managed Assets ($) | $455,911,000 | 160 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,210,000 | 234 |
| 2024-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 6 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $4,374,000 | 75 |
| Number of Managed Accounts | $4,301,000 | 58 |
| Number of Non-Managed Accounts | $73,000 | 309 |
| Total fiduciary and related assets | $7,597,382,000 | 93 |
| Managed Assets ($) | $7,195,664,000 | 63 |
| Non-managed Assets ($) | $401,718,000 | 171 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,021,000 | 231 |
| 2024-09-30 | 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 | $4,384,000 | 76 |
| Number of Managed Accounts | $4,307,000 | 59 |
| Number of Non-Managed Accounts | $77,000 | 220 |
| Total fiduciary and related assets | $7,696,481,000 | 93 |
| Managed Assets ($) | $7,278,085,000 | 63 |
| Non-managed Assets ($) | $418,396,000 | 162 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,001,000 | 233 |
| 2024-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 2 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $4,338,000 | 77 |
| Number of Managed Accounts | $4,260,000 | 59 |
| Number of Non-Managed Accounts | $78,000 | 248 |
| Total fiduciary and related assets | $7,331,062,000 | 92 |
| Managed Assets ($) | $6,928,175,000 | 65 |
| Non-managed Assets ($) | $402,887,000 | 168 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,988,000 | 233 |
| 2024-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 7 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $4,277,000 | 77 |
| Number of Managed Accounts | $4,203,000 | 59 |
| Number of Non-Managed Accounts | $74,000 | 221 |
| Total fiduciary and related assets | $7,384,869,000 | 93 |
| Managed Assets ($) | $6,975,068,000 | 63 |
| Non-managed Assets ($) | $409,801,000 | 165 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,967,000 | 219 |
| 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 | $4,262,000 | 74 |
| Number of Managed Accounts | $4,193,000 | 56 |
| Number of Non-Managed Accounts | $69,000 | 316 |
| Total fiduciary and related assets | $7,021,711,000 | 91 |
| Managed Assets ($) | $6,629,509,000 | 62 |
| Non-managed Assets ($) | $392,202,000 | 167 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,888,000 | 207 |
| 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 | $4,248,000 | 75 |
| Number of Managed Accounts | $4,178,000 | 57 |
| Number of Non-Managed Accounts | $70,000 | 223 |
| Total fiduciary and related assets | $6,563,196,000 | 96 |
| Managed Assets ($) | $6,184,923,000 | 65 |
| Non-managed Assets ($) | $378,273,000 | 158 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,044,000 | 204 |
| 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 | $4,217,000 | 75 |
| Number of Managed Accounts | $4,145,000 | 56 |
| Number of Non-Managed Accounts | $72,000 | 246 |
| Total fiduciary and related assets | $6,751,926,000 | 89 |
| Managed Assets ($) | $6,375,937,000 | 60 |
| Non-managed Assets ($) | $375,989,000 | 160 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,958,000 | 203 |
| 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 | $4,192,000 | 82 |
| Number of Managed Accounts | $4,114,000 | 59 |
| Number of Non-Managed Accounts | $78,000 | 219 |
| Total fiduciary and related assets | $6,613,419,000 | 98 |
| Managed Assets ($) | $6,161,526,000 | 66 |
| Non-managed Assets ($) | $451,893,000 | 154 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,050,000 | 202 |
| 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 | $4,080,000 | 85 |
| Number of Managed Accounts | $4,009,000 | 64 |
| Number of Non-Managed Accounts | $71,000 | 314 |
| Total fiduciary and related assets | $5,923,577,000 | 102 |
| Managed Assets ($) | $5,593,591,000 | 68 |
| Non-managed Assets ($) | $329,986,000 | 177 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,331,000 | 200 |
| 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 | $4,075,000 | 84 |
| Number of Managed Accounts | $4,003,000 | 63 |
| Number of Non-Managed Accounts | $72,000 | 228 |
| Total fiduciary and related assets | $5,867,370,000 | 102 |
| Managed Assets ($) | $5,543,512,000 | 67 |
| Non-managed Assets ($) | $323,858,000 | 170 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,283,000 | 203 |
| 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 | $3,815,000 | 77 |
| Number of Managed Accounts | $3,738,000 | 64 |
| Number of Non-Managed Accounts | $77,000 | 216 |
| Total fiduciary and related assets | $6,117,611,000 | 77 |
| Managed Assets ($) | $5,790,867,000 | 54 |
| Non-managed Assets ($) | $326,744,000 | 146 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,384,000 | 164 |
| 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 | $4,001,000 | 74 |
| Number of Managed Accounts | $3,927,000 | 56 |
| Number of Non-Managed Accounts | $74,000 | 199 |
| Total fiduciary and related assets | $6,930,550,000 | 77 |
| Managed Assets ($) | $6,592,258,000 | 54 |
| Non-managed Assets ($) | $338,292,000 | 146 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,172,000 | 171 |
| 2021-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $4,012,000 | 72 |
| Number of Managed Accounts | $3,935,000 | 55 |
| Number of Non-Managed Accounts | $77,000 | 280 |
| Total fiduciary and related assets | $7,254,766,000 | 73 |
| Managed Assets ($) | $6,906,062,000 | 53 |
| Non-managed Assets ($) | $348,704,000 | 154 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,244,000 | 175 |
| 2021-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $4,389,000 | 66 |
| Number of Managed Accounts | $4,300,000 | 52 |
| Number of Non-Managed Accounts | $89,000 | 192 |
| Total fiduciary and related assets | $6,924,046,000 | 74 |
| Managed Assets ($) | $6,585,397,000 | 52 |
| Non-managed Assets ($) | $338,649,000 | 149 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,079,000 | 177 |
| 2021-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $4,402,000 | 66 |
| Number of Managed Accounts | $4,301,000 | 53 |
| Number of Non-Managed Accounts | $101,000 | 192 |
| Total fiduciary and related assets | $6,978,955,000 | 74 |
| Managed Assets ($) | $6,631,620,000 | 53 |
| Non-managed Assets ($) | $347,335,000 | 148 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,003,000 | 181 |
| 2021-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $4,364,000 | 67 |
| Number of Managed Accounts | $4,266,000 | 53 |
| Number of Non-Managed Accounts | $98,000 | 187 |
| Total fiduciary and related assets | $6,575,025,000 | 75 |
| Managed Assets ($) | $6,334,710,000 | 53 |
| Non-managed Assets ($) | $240,315,000 | 169 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,972,000 | 179 |
| 2020-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $4,363,000 | 68 |
| Number of Managed Accounts | $4,271,000 | 53 |
| Number of Non-Managed Accounts | $92,000 | 263 |
| Total fiduciary and related assets | $6,341,352,000 | 77 |
| Managed Assets ($) | $6,104,281,000 | 55 |
| Non-managed Assets ($) | $237,071,000 | 176 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,616,000 | 187 |
| 2020-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $4,357,000 | 67 |
| Number of Managed Accounts | $4,264,000 | 53 |
| Number of Non-Managed Accounts | $93,000 | 191 |
| Total fiduciary and related assets | $5,624,132,000 | 78 |
| Managed Assets ($) | $5,398,020,000 | 54 |
| Non-managed Assets ($) | $226,112,000 | 170 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,126,000 | 180 |
| 2020-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $4,406,000 | 64 |
| Number of Managed Accounts | $4,311,000 | 52 |
| Number of Non-Managed Accounts | $95,000 | 202 |
| Total fiduciary and related assets | $5,427,715,000 | 79 |
| Managed Assets ($) | $5,209,962,000 | 54 |
| Non-managed Assets ($) | $217,753,000 | 175 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,112,000 | 189 |
| 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 | $3,279,000 | 77 |
| Number of Managed Accounts | $3,191,000 | 65 |
| Number of Non-Managed Accounts | $88,000 | 199 |
| Total fiduciary and related assets | $3,621,826,000 | 99 |
| Managed Assets ($) | $3,433,677,000 | 70 |
| Non-managed Assets ($) | $188,149,000 | 172 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,617,000 | 190 |
| 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 | $3,219,000 | 84 |
| Number of Managed Accounts | $3,137,000 | 67 |
| Number of Non-Managed Accounts | $82,000 | 291 |
| Total fiduciary and related assets | $4,296,061,000 | 96 |
| Managed Assets ($) | $4,089,284,000 | 66 |
| Non-managed Assets ($) | $206,777,000 | 180 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,443,000 | 186 |
| 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 | $3,219,000 | 82 |
| Number of Managed Accounts | $3,133,000 | 68 |
| Number of Non-Managed Accounts | $86,000 | 195 |
| Total fiduciary and related assets | $4,157,853,000 | 95 |
| Managed Assets ($) | $3,937,101,000 | 67 |
| Non-managed Assets ($) | $220,752,000 | 167 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,867,000 | 185 |
| 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 | $3,197,000 | 85 |
| Number of Managed Accounts | $3,112,000 | 68 |
| Number of Non-Managed Accounts | $85,000 | 206 |
| Total fiduciary and related assets | $4,117,236,000 | 94 |
| Managed Assets ($) | $3,902,953,000 | 65 |
| Non-managed Assets ($) | $214,283,000 | 171 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,200,000 | 186 |
| 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 | $3,144,000 | 85 |
| Number of Managed Accounts | $3,059,000 | 71 |
| Number of Non-Managed Accounts | $85,000 | 207 |
| Total fiduciary and related assets | $4,015,640,000 | 94 |
| Managed Assets ($) | $3,807,612,000 | 65 |
| Non-managed Assets ($) | $208,028,000 | 170 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,594,000 | 188 |
| 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 | $3,128,000 | 87 |
| Number of Managed Accounts | $3,043,000 | 71 |
| Number of Non-Managed Accounts | $85,000 | 283 |
| Total fiduciary and related assets | $3,694,832,000 | 94 |
| Managed Assets ($) | $3,490,270,000 | 67 |
| Non-managed Assets ($) | $204,562,000 | 172 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,805,000 | 179 |
| 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 | $3,101,000 | 83 |
| Number of Managed Accounts | $3,021,000 | 70 |
| Number of Non-Managed Accounts | $80,000 | 213 |
| Total fiduciary and related assets | $4,116,296,000 | 91 |
| Managed Assets ($) | $3,902,874,000 | 62 |
| Non-managed Assets ($) | $213,422,000 | 175 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,131,000 | 178 |
| 2018-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,080,000 | 86 |
| Number of Managed Accounts | $2,997,000 | 70 |
| Number of Non-Managed Accounts | $83,000 | 212 |
| Total fiduciary and related assets | $4,006,826,000 | 94 |
| Managed Assets ($) | $3,791,273,000 | 63 |
| Non-managed Assets ($) | $215,553,000 | 178 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,445,000 | 176 |
| 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 | $3,059,000 | 87 |
| Number of Managed Accounts | $2,976,000 | 70 |
| Number of Non-Managed Accounts | $83,000 | 212 |
| Total fiduciary and related assets | $3,918,233,000 | 94 |
| Managed Assets ($) | $3,707,540,000 | 65 |
| Non-managed Assets ($) | $210,693,000 | 180 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,679,000 | 181 |
| 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 | $3,069,000 | 88 |
| Number of Managed Accounts | $2,988,000 | 67 |
| Number of Non-Managed Accounts | $81,000 | 299 |
| Total fiduciary and related assets | $3,922,744,000 | 93 |
| Managed Assets ($) | $3,710,870,000 | 64 |
| Non-managed Assets ($) | $211,874,000 | 180 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,639,000 | 176 |
| 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 | $3,045,000 | 85 |
| Number of Managed Accounts | $2,965,000 | 69 |
| Number of Non-Managed Accounts | $80,000 | 211 |
| Total fiduciary and related assets | $3,790,888,000 | 92 |
| Managed Assets ($) | $3,583,043,000 | 63 |
| Non-managed Assets ($) | $207,845,000 | 184 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,994,000 | 177 |
| 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 | $3,059,000 | 82 |
| Number of Managed Accounts | $2,980,000 | 66 |
| Number of Non-Managed Accounts | $79,000 | 215 |
| Total fiduciary and related assets | $3,642,810,000 | 92 |
| Managed Assets ($) | $3,437,966,000 | 64 |
| Non-managed Assets ($) | $204,844,000 | 182 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,355,000 | 172 |
| 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 | $3,076,000 | 79 |
| Number of Managed Accounts | $2,995,000 | 66 |
| Number of Non-Managed Accounts | $81,000 | 210 |
| Total fiduciary and related assets | $3,583,232,000 | 93 |
| Managed Assets ($) | $3,363,450,000 | 64 |
| Non-managed Assets ($) | $219,782,000 | 173 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,683,000 | 172 |
| 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 | $3,092,000 | 80 |
| Number of Managed Accounts | $3,009,000 | 64 |
| Number of Non-Managed Accounts | $83,000 | 304 |
| Total fiduciary and related assets | $3,468,029,000 | 93 |
| Managed Assets ($) | $3,243,522,000 | 65 |
| Non-managed Assets ($) | $224,507,000 | 162 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,712,000 | 165 |
| 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 | $3,113,000 | 77 |
| Number of Managed Accounts | $3,026,000 | 61 |
| Number of Non-Managed Accounts | $87,000 | 212 |
| Total fiduciary and related assets | $3,447,066,000 | 93 |
| Managed Assets ($) | $3,228,856,000 | 63 |
| Non-managed Assets ($) | $218,210,000 | 164 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,061,000 | 162 |
| 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 | $3,136,000 | 78 |
| Number of Managed Accounts | $3,052,000 | 62 |
| Number of Non-Managed Accounts | $84,000 | 215 |
| Total fiduciary and related assets | $3,316,133,000 | 97 |
| Managed Assets ($) | $3,099,813,000 | 64 |
| Non-managed Assets ($) | $216,320,000 | 168 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,396,000 | 162 |
| 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 | $3,134,000 | 78 |
| Number of Managed Accounts | $3,053,000 | 63 |
| Number of Non-Managed Accounts | $81,000 | 219 |
| Total fiduciary and related assets | $3,268,157,000 | 96 |
| Managed Assets ($) | $3,082,855,000 | 64 |
| Non-managed Assets ($) | $185,302,000 | 177 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,704,000 | 157 |
| 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 | $3,100,000 | 81 |
| Number of Managed Accounts | $3,021,000 | 61 |
| Number of Non-Managed Accounts | $79,000 | 326 |
| Total fiduciary and related assets | $3,265,063,000 | 95 |
| Managed Assets ($) | $3,085,401,000 | 62 |
| Non-managed Assets ($) | $179,662,000 | 182 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,959,000 | 162 |
| 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 | $3,083,000 | 78 |
| Number of Managed Accounts | $3,004,000 | 61 |
| Number of Non-Managed Accounts | $79,000 | 216 |
| Total fiduciary and related assets | $3,108,234,000 | 98 |
| Managed Assets ($) | $2,937,920,000 | 66 |
| Non-managed Assets ($) | $170,314,000 | 183 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,319,000 | 160 |
| 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 | $3,076,000 | 83 |
| Number of Managed Accounts | $2,998,000 | 61 |
| Number of Non-Managed Accounts | $78,000 | 216 |
| Total fiduciary and related assets | $3,301,427,000 | 97 |
| Managed Assets ($) | $3,178,620,000 | 64 |
| Non-managed Assets ($) | $122,807,000 | 208 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,593,000 | 161 |
| 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 | $3,078,000 | 83 |
| Number of Managed Accounts | $3,000,000 | 60 |
| Number of Non-Managed Accounts | $78,000 | 220 |
| Total fiduciary and related assets | $3,318,140,000 | 95 |
| Managed Assets ($) | $3,201,686,000 | 62 |
| Non-managed Assets ($) | $116,454,000 | 215 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,775,000 | 163 |
| 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 | $3,061,000 | 83 |
| Number of Managed Accounts | $2,983,000 | 61 |
| Number of Non-Managed Accounts | $78,000 | 344 |
| Total fiduciary and related assets | $3,263,620,000 | 93 |
| Managed Assets ($) | $3,148,111,000 | 63 |
| Non-managed Assets ($) | $115,509,000 | 214 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,514,000 | 154 |
| 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 | $3,001,000 | 83 |
| Number of Managed Accounts | $2,926,000 | 61 |
| Number of Non-Managed Accounts | $75,000 | 228 |
| Total fiduciary and related assets | $3,234,977,000 | 92 |
| Managed Assets ($) | $3,117,947,000 | 63 |
| Non-managed Assets ($) | $117,030,000 | 210 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,498,000 | 151 |
| 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 | $3,014,000 | 83 |
| Number of Managed Accounts | $2,934,000 | 60 |
| Number of Non-Managed Accounts | $80,000 | 221 |
| Total fiduciary and related assets | $3,295,245,000 | 90 |
| Managed Assets ($) | $3,174,235,000 | 64 |
| Non-managed Assets ($) | $121,010,000 | 209 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,655,000 | 154 |
| 2014-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,961,000 | 85 |
| Number of Managed Accounts | $2,881,000 | 62 |
| Number of Non-Managed Accounts | $80,000 | 226 |
| Total fiduciary and related assets | $3,180,940,000 | 91 |
| Managed Assets ($) | $3,059,359,000 | 65 |
| Non-managed Assets ($) | $121,581,000 | 210 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,790,000 | 153 |
| 2013-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,903,000 | 88 |
| Number of Managed Accounts | $2,821,000 | 62 |
| Number of Non-Managed Accounts | $82,000 | 348 |
| Total fiduciary and related assets | $3,086,881,000 | 91 |
| Managed Assets ($) | $2,966,043,000 | 65 |
| Non-managed Assets ($) | $120,838,000 | 218 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,368,000 | 156 |
| 2013-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,828,000 | 87 |
| Number of Managed Accounts | $2,744,000 | 63 |
| Number of Non-Managed Accounts | $84,000 | 219 |
| Total fiduciary and related assets | $3,026,144,000 | 91 |
| Managed Assets ($) | $2,910,570,000 | 65 |
| Non-managed Assets ($) | $115,574,000 | 209 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,705,000 | 154 |
| 2013-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,831,000 | 86 |
| Number of Managed Accounts | $2,746,000 | 63 |
| Number of Non-Managed Accounts | $85,000 | 222 |
| Total fiduciary and related assets | $2,823,186,000 | 93 |
| Managed Assets ($) | $2,711,794,000 | 67 |
| Non-managed Assets ($) | $111,392,000 | 213 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,087,000 | 155 |
| 2013-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,823,000 | 84 |
| Number of Managed Accounts | $2,729,000 | 59 |
| Number of Non-Managed Accounts | $94,000 | 216 |
| Total fiduciary and related assets | $2,807,720,000 | 96 |
| Managed Assets ($) | $2,694,713,000 | 69 |
| Non-managed Assets ($) | $113,007,000 | 214 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,439,000 | 159 |
| 2012-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,813,000 | 84 |
| Number of Managed Accounts | $2,719,000 | 58 |
| Number of Non-Managed Accounts | $94,000 | 329 |
| Total fiduciary and related assets | $2,613,514,000 | 97 |
| Managed Assets ($) | $2,502,540,000 | 70 |
| Non-managed Assets ($) | $110,974,000 | 229 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,336,000 | 160 |
| 2012-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,753,000 | 83 |
| Number of Managed Accounts | $2,654,000 | 59 |
| Number of Non-Managed Accounts | $99,000 | 204 |
| Total fiduciary and related assets | $2,541,566,000 | 96 |
| Managed Assets ($) | $2,435,349,000 | 71 |
| Non-managed Assets ($) | $106,217,000 | 210 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,016,000 | 159 |
| 2012-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,766,000 | 82 |
| Number of Managed Accounts | $2,661,000 | 60 |
| Number of Non-Managed Accounts | $105,000 | 201 |
| Total fiduciary and related assets | $2,439,756,000 | 97 |
| Managed Assets ($) | $2,332,366,000 | 72 |
| Non-managed Assets ($) | $107,390,000 | 209 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,742,000 | 158 |
| 2012-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,762,000 | 84 |
| Number of Managed Accounts | $2,657,000 | 60 |
| Number of Non-Managed Accounts | $105,000 | 197 |
| Total fiduciary and related assets | $2,488,066,000 | 93 |
| Managed Assets ($) | $2,375,576,000 | 71 |
| Non-managed Assets ($) | $112,490,000 | 200 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,390,000 | 159 |
| 2011-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,789,000 | 85 |
| Number of Managed Accounts | $2,677,000 | 60 |
| Number of Non-Managed Accounts | $112,000 | 294 |
| Total fiduciary and related assets | $2,356,083,000 | 96 |
| Managed Assets ($) | $2,246,653,000 | 71 |
| Non-managed Assets ($) | $109,430,000 | 216 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,719,000 | 134 |
| 2011-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,776,000 | 85 |
| Number of Managed Accounts | $2,660,000 | 63 |
| Number of Non-Managed Accounts | $116,000 | 195 |
| Total fiduciary and related assets | $2,247,513,000 | 94 |
| Managed Assets ($) | $2,140,512,000 | 73 |
| Non-managed Assets ($) | $107,001,000 | 202 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,400,000 | 134 |
| 2011-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,816,000 | 85 |
| Number of Managed Accounts | $2,683,000 | 63 |
| Number of Non-Managed Accounts | $133,000 | 187 |
| Total fiduciary and related assets | $2,535,588,000 | 94 |
| Managed Assets ($) | $2,406,757,000 | 71 |
| Non-managed Assets ($) | $128,831,000 | 194 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,942,000 | 136 |
| 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 | $2,823,000 | 85 |
| Number of Managed Accounts | $2,671,000 | 61 |
| Number of Non-Managed Accounts | $152,000 | 180 |
| Total fiduciary and related assets | $2,485,532,000 | 93 |
| Managed Assets ($) | $2,352,423,000 | 71 |
| Non-managed Assets ($) | $133,109,000 | 193 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,462,000 | 134 |
| 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 | $2,797,000 | 88 |
| Number of Managed Accounts | $2,647,000 | 61 |
| Number of Non-Managed Accounts | $150,000 | 264 |
| Total fiduciary and related assets | $2,366,333,000 | 95 |
| Managed Assets ($) | $2,233,502,000 | 73 |
| Non-managed Assets ($) | $132,831,000 | 203 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,304,000 | 139 |
| 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 | $2,741,000 | 85 |
| Number of Managed Accounts | $2,588,000 | 64 |
| Number of Non-Managed Accounts | $153,000 | 183 |
| Total fiduciary and related assets | $2,245,651,000 | 97 |
| Managed Assets ($) | $2,118,838,000 | 73 |
| Non-managed Assets ($) | $126,813,000 | 196 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,953,000 | 137 |
| 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 | $2,719,000 | 86 |
| Number of Managed Accounts | $2,574,000 | 63 |
| Number of Non-Managed Accounts | $145,000 | 183 |
| Total fiduciary and related assets | $1,998,556,000 | 102 |
| Managed Assets ($) | $1,866,861,000 | 78 |
| Non-managed Assets ($) | $131,695,000 | 191 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,636,000 | 139 |
| 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 | $2,692,000 | 87 |
| Number of Managed Accounts | $2,538,000 | 63 |
| Number of Non-Managed Accounts | $154,000 | 183 |
| Total fiduciary and related assets | $2,141,688,000 | 102 |
| Managed Assets ($) | $1,994,070,000 | 77 |
| Non-managed Assets ($) | $147,618,000 | 187 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,279,000 | 140 |
| 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 | $2,617,000 | 96 |
| Number of Managed Accounts | $2,456,000 | 69 |
| Number of Non-Managed Accounts | $161,000 | 252 |
| Total fiduciary and related assets | $2,045,289,000 | 106 |
| Managed Assets ($) | $1,900,180,000 | 80 |
| Non-managed Assets ($) | $145,109,000 | 196 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,769,000 | 150 |
| 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 | $2,573,000 | 92 |
| Number of Managed Accounts | $2,406,000 | 69 |
| Number of Non-Managed Accounts | $167,000 | 171 |
| Total fiduciary and related assets | $1,974,465,000 | 107 |
| Managed Assets ($) | $1,818,876,000 | 81 |
| Non-managed Assets ($) | $155,589,000 | 176 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,458,000 | 150 |
| 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 | $2,597,000 | 94 |
| Number of Managed Accounts | $2,426,000 | 72 |
| Number of Non-Managed Accounts | $171,000 | 171 |
| Total fiduciary and related assets | $1,800,230,000 | 108 |
| Managed Assets ($) | $1,659,149,000 | 83 |
| Non-managed Assets ($) | $141,081,000 | 183 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,194,000 | 153 |
| 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 | $2,621,000 | 90 |
| Number of Managed Accounts | $2,442,000 | 70 |
| Number of Non-Managed Accounts | $179,000 | 169 |
| Total fiduciary and related assets | $1,634,314,000 | 109 |
| Managed Assets ($) | $1,512,718,000 | 85 |
| Non-managed Assets ($) | $121,596,000 | 187 |
| Memoranda | ||
| Gross Fiduciary activities income | $999,000 | 160 |
| 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 | $2,690,000 | 97 |
| Number of Managed Accounts | $2,492,000 | 72 |
| Number of Non-Managed Accounts | $198,000 | 233 |
| Total fiduciary and related assets | $1,732,671,000 | 111 |
| Managed Assets ($) | $1,599,889,000 | 87 |
| Non-managed Assets ($) | $132,782,000 | 200 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,529,000 | 145 |
| 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 | $2,644,000 | 93 |
| Number of Managed Accounts | $2,444,000 | 72 |
| Number of Non-Managed Accounts | $200,000 | 168 |
| Total fiduciary and related assets | $2,019,339,000 | 107 |
| Managed Assets ($) | $1,835,859,000 | 84 |
| Non-managed Assets ($) | $183,480,000 | 172 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,316,000 | 148 |
| 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 | $2,603,000 | 94 |
| Number of Managed Accounts | $2,394,000 | 74 |
| Number of Non-Managed Accounts | $209,000 | 169 |
| Total fiduciary and related assets | $2,205,440,000 | 110 |
| Managed Assets ($) | $1,982,254,000 | 85 |
| Non-managed Assets ($) | $223,186,000 | 166 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,976,000 | 145 |
| 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 | $2,475,000 | 95 |
| Number of Managed Accounts | $2,384,000 | 76 |
| Number of Non-Managed Accounts | $91,000 | 235 |
| Total fiduciary and related assets | $2,152,567,000 | 113 |
| Managed Assets ($) | $2,079,222,000 | 85 |
| Non-managed Assets ($) | $73,345,000 | 247 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,322,000 | 151 |