Home > Bank of Labor > Fiduciary and Related Services
Bank of Labor, 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 | $735,000 | 266 |
| Number of Managed Accounts | $705,000 | 244 |
| Number of Non-Managed Accounts | $30,000 | 283 |
| Total fiduciary and related assets | $1,337,927,000 | 228 |
| Managed Assets ($) | $1,199,323,000 | 199 |
| Non-managed Assets ($) | $138,604,000 | 238 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,121,000 | 326 |
| 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 | $726,000 | 304 |
| Number of Managed Accounts | $694,000 | 269 |
| Number of Non-Managed Accounts | $32,000 | 454 |
| Total fiduciary and related assets | $1,306,400,000 | 230 |
| Managed Assets ($) | $1,167,269,000 | 206 |
| Non-managed Assets ($) | $139,131,000 | 259 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,295,000 | 314 |
| 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 | $720,000 | 273 |
| Number of Managed Accounts | $688,000 | 250 |
| Number of Non-Managed Accounts | $32,000 | 281 |
| Total fiduciary and related assets | $1,326,952,000 | 227 |
| Managed Assets ($) | $1,190,873,000 | 205 |
| Non-managed Assets ($) | $136,079,000 | 239 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,195,000 | 317 |
| 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 | $707,000 | 302 |
| Number of Managed Accounts | $674,000 | 269 |
| Number of Non-Managed Accounts | $33,000 | 322 |
| Total fiduciary and related assets | $1,249,697,000 | 229 |
| Managed Assets ($) | $1,113,780,000 | 209 |
| Non-managed Assets ($) | $135,917,000 | 255 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,078,000 | 320 |
| 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 | $687,000 | 279 |
| Number of Managed Accounts | $654,000 | 255 |
| Number of Non-Managed Accounts | $33,000 | 282 |
| Total fiduciary and related assets | $1,163,134,000 | 237 |
| Managed Assets ($) | $1,049,208,000 | 215 |
| Non-managed Assets ($) | $113,926,000 | 243 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,051,000 | 299 |
| 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 | $668,000 | 310 |
| Number of Managed Accounts | $635,000 | 275 |
| Number of Non-Managed Accounts | $33,000 | 457 |
| Total fiduciary and related assets | $1,106,102,000 | 233 |
| Managed Assets ($) | $995,583,000 | 206 |
| Non-managed Assets ($) | $110,519,000 | 273 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,041,000 | 291 |
| 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 | $656,000 | 271 |
| Number of Managed Accounts | $619,000 | 248 |
| Number of Non-Managed Accounts | $37,000 | 271 |
| Total fiduciary and related assets | $1,079,937,000 | 232 |
| Managed Assets ($) | $970,603,000 | 206 |
| Non-managed Assets ($) | $109,334,000 | 230 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,993,000 | 291 |
| 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 | $629,000 | 305 |
| Number of Managed Accounts | $590,000 | 275 |
| Number of Non-Managed Accounts | $39,000 | 307 |
| Total fiduciary and related assets | $1,053,551,000 | 232 |
| Managed Assets ($) | $941,995,000 | 211 |
| Non-managed Assets ($) | $111,556,000 | 257 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,963,000 | 287 |
| 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 | $579,000 | 297 |
| Number of Managed Accounts | $542,000 | 268 |
| Number of Non-Managed Accounts | $37,000 | 276 |
| Total fiduciary and related assets | $972,688,000 | 248 |
| Managed Assets ($) | $870,292,000 | 225 |
| Non-managed Assets ($) | $102,396,000 | 242 |
| Memoranda | ||
| Gross Fiduciary activities income | $973,000 | 300 |
| 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 | $557,000 | 357 |
| Number of Managed Accounts | $515,000 | 317 |
| Number of Non-Managed Accounts | $42,000 | 430 |
| Total fiduciary and related assets | $926,595,000 | 256 |
| Managed Assets ($) | $825,990,000 | 230 |
| Non-managed Assets ($) | $100,605,000 | 280 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,752,000 | 308 |
| 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 | $536,000 | 311 |
| Number of Managed Accounts | $494,000 | 284 |
| Number of Non-Managed Accounts | $42,000 | 276 |
| Total fiduciary and related assets | $903,701,000 | 250 |
| Managed Assets ($) | $808,829,000 | 223 |
| Non-managed Assets ($) | $94,872,000 | 252 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,783,000 | 308 |
| 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 | $519,000 | 313 |
| Number of Managed Accounts | $476,000 | 289 |
| Number of Non-Managed Accounts | $43,000 | 281 |
| Total fiduciary and related assets | $889,602,000 | 220 |
| Managed Assets ($) | $793,612,000 | 197 |
| Non-managed Assets ($) | $95,990,000 | 243 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,856,000 | 273 |
| 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 | $508,000 | 279 |
| Number of Managed Accounts | $464,000 | 261 |
| Number of Non-Managed Accounts | $44,000 | 246 |
| Total fiduciary and related assets | $902,805,000 | 224 |
| Managed Assets ($) | $794,804,000 | 207 |
| Non-managed Assets ($) | $108,001,000 | 216 |
| Memoranda | ||
| Gross Fiduciary activities income | $938,000 | 278 |
| 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 | $500,000 | 339 |
| Number of Managed Accounts | $455,000 | 305 |
| Number of Non-Managed Accounts | $45,000 | 400 |
| Total fiduciary and related assets | $897,102,000 | 236 |
| Managed Assets ($) | $785,359,000 | 217 |
| Non-managed Assets ($) | $111,743,000 | 249 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,807,000 | 270 |
| 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 | $503,000 | 280 |
| Number of Managed Accounts | $456,000 | 261 |
| Number of Non-Managed Accounts | $47,000 | 240 |
| Total fiduciary and related assets | $912,646,000 | 227 |
| Managed Assets ($) | $802,630,000 | 206 |
| Non-managed Assets ($) | $110,016,000 | 218 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,871,000 | 266 |
| 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 | $504,000 | 312 |
| Number of Managed Accounts | $456,000 | 288 |
| Number of Non-Managed Accounts | $48,000 | 267 |
| Total fiduciary and related assets | $887,321,000 | 231 |
| Managed Assets ($) | $778,094,000 | 210 |
| Non-managed Assets ($) | $109,227,000 | 244 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,929,000 | 264 |
| 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 | $504,000 | 284 |
| Number of Managed Accounts | $456,000 | 263 |
| Number of Non-Managed Accounts | $48,000 | 245 |
| Total fiduciary and related assets | $857,032,000 | 228 |
| Managed Assets ($) | $753,116,000 | 207 |
| Non-managed Assets ($) | $103,916,000 | 218 |
| Memoranda | ||
| Gross Fiduciary activities income | $949,000 | 266 |
| 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 | $504,000 | 333 |
| Number of Managed Accounts | $456,000 | 300 |
| Number of Non-Managed Accounts | $48,000 | 398 |
| Total fiduciary and related assets | $856,540,000 | 229 |
| Managed Assets ($) | $752,570,000 | 208 |
| Non-managed Assets ($) | $103,970,000 | 251 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,234,000 | 239 |
| 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 | $503,000 | 277 |
| Number of Managed Accounts | $455,000 | 259 |
| Number of Non-Managed Accounts | $48,000 | 240 |
| Total fiduciary and related assets | $859,484,000 | 221 |
| Managed Assets ($) | $754,592,000 | 191 |
| Non-managed Assets ($) | $104,892,000 | 210 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,151,000 | 236 |
| 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 | $493,000 | 308 |
| Number of Managed Accounts | $445,000 | 284 |
| Number of Non-Managed Accounts | $48,000 | 264 |
| Total fiduciary and related assets | $828,264,000 | 226 |
| Managed Assets ($) | $724,253,000 | 194 |
| Non-managed Assets ($) | $104,011,000 | 233 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,060,000 | 237 |
| 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 | $489,000 | 281 |
| Number of Managed Accounts | $441,000 | 262 |
| Number of Non-Managed Accounts | $48,000 | 244 |
| Total fiduciary and related assets | $796,202,000 | 215 |
| Managed Assets ($) | $695,629,000 | 190 |
| Non-managed Assets ($) | $100,573,000 | 210 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,049,000 | 234 |
| 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 | $478,000 | 343 |
| Number of Managed Accounts | $430,000 | 309 |
| Number of Non-Managed Accounts | $48,000 | 411 |
| Total fiduciary and related assets | $790,126,000 | 227 |
| Managed Assets ($) | $685,838,000 | 211 |
| Non-managed Assets ($) | $104,288,000 | 244 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,970,000 | 242 |
| 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 | $470,000 | 285 |
| Number of Managed Accounts | $422,000 | 267 |
| Number of Non-Managed Accounts | $48,000 | 248 |
| Total fiduciary and related assets | $826,463,000 | 220 |
| Managed Assets ($) | $716,627,000 | 197 |
| Non-managed Assets ($) | $109,836,000 | 214 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,955,000 | 246 |
| 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 | $453,000 | 311 |
| Number of Managed Accounts | $404,000 | 294 |
| Number of Non-Managed Accounts | $49,000 | 265 |
| Total fiduciary and related assets | $765,469,000 | 226 |
| Managed Assets ($) | $657,407,000 | 206 |
| Non-managed Assets ($) | $108,062,000 | 229 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,890,000 | 251 |
| 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 | $447,000 | 318 |
| Number of Managed Accounts | $397,000 | 295 |
| Number of Non-Managed Accounts | $50,000 | 270 |
| Total fiduciary and related assets | $682,070,000 | 238 |
| Managed Assets ($) | $578,154,000 | 229 |
| Non-managed Assets ($) | $103,916,000 | 233 |
| Memoranda | ||
| Gross Fiduciary activities income | $917,000 | 248 |
| 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 | $430,000 | 362 |
| Number of Managed Accounts | $381,000 | 330 |
| Number of Non-Managed Accounts | $49,000 | 414 |
| Total fiduciary and related assets | $640,327,000 | 241 |
| Managed Assets ($) | $538,966,000 | 230 |
| Non-managed Assets ($) | $101,361,000 | 241 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,894,000 | 244 |
| 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 | $423,000 | 320 |
| Number of Managed Accounts | $372,000 | 305 |
| Number of Non-Managed Accounts | $51,000 | 264 |
| Total fiduciary and related assets | $663,001,000 | 247 |
| Managed Assets ($) | $558,643,000 | 228 |
| Non-managed Assets ($) | $104,358,000 | 234 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,876,000 | 246 |
| 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 | $438,000 | 322 |
| Number of Managed Accounts | $368,000 | 309 |
| Number of Non-Managed Accounts | $70,000 | 231 |
| Total fiduciary and related assets | $660,361,000 | 248 |
| Managed Assets ($) | $547,647,000 | 228 |
| Non-managed Assets ($) | $112,714,000 | 231 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,930,000 | 248 |
| 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 | $431,000 | 326 |
| Number of Managed Accounts | $360,000 | 312 |
| Number of Non-Managed Accounts | $71,000 | 234 |
| Total fiduciary and related assets | $633,122,000 | 250 |
| Managed Assets ($) | $528,577,000 | 227 |
| Non-managed Assets ($) | $104,545,000 | 237 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,040,000 | 235 |
| 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 | $422,000 | 373 |
| Number of Managed Accounts | $351,000 | 346 |
| Number of Non-Managed Accounts | $71,000 | 340 |
| Total fiduciary and related assets | $618,156,000 | 251 |
| Managed Assets ($) | $510,574,000 | 230 |
| Non-managed Assets ($) | $107,582,000 | 238 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,267,000 | 263 |
| 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 | $410,000 | 323 |
| Number of Managed Accounts | $339,000 | 314 |
| Number of Non-Managed Accounts | $71,000 | 230 |
| Total fiduciary and related assets | $621,792,000 | 248 |
| Managed Assets ($) | $520,178,000 | 226 |
| Non-managed Assets ($) | $101,614,000 | 233 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,405,000 | 266 |
| 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 | $407,000 | 325 |
| Number of Managed Accounts | $335,000 | 316 |
| Number of Non-Managed Accounts | $72,000 | 227 |
| Total fiduciary and related assets | $605,235,000 | 248 |
| Managed Assets ($) | $503,161,000 | 227 |
| Non-managed Assets ($) | $102,074,000 | 233 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,538,000 | 271 |
| 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 | $397,000 | 332 |
| Number of Managed Accounts | $325,000 | 322 |
| Number of Non-Managed Accounts | $72,000 | 225 |
| Total fiduciary and related assets | $581,321,000 | 254 |
| Managed Assets ($) | $474,150,000 | 238 |
| Non-managed Assets ($) | $107,171,000 | 226 |
| Memoranda | ||
| Gross Fiduciary activities income | $816,000 | 264 |
| 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 | $396,000 | 391 |
| Number of Managed Accounts | $324,000 | 363 |
| Number of Non-Managed Accounts | $72,000 | 340 |
| Total fiduciary and related assets | $561,234,000 | 252 |
| Managed Assets ($) | $461,331,000 | 239 |
| Non-managed Assets ($) | $99,903,000 | 242 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,927,000 | 267 |
| 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 | $385,000 | 340 |
| Number of Managed Accounts | $310,000 | 322 |
| Number of Non-Managed Accounts | $75,000 | 227 |
| Total fiduciary and related assets | $590,470,000 | 249 |
| Managed Assets ($) | $448,908,000 | 243 |
| Non-managed Assets ($) | $141,562,000 | 203 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,185,000 | 269 |
| 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 | $380,000 | 343 |
| Number of Managed Accounts | $307,000 | 324 |
| Number of Non-Managed Accounts | $73,000 | 228 |
| Total fiduciary and related assets | $572,965,000 | 254 |
| Managed Assets ($) | $441,071,000 | 246 |
| Non-managed Assets ($) | $131,894,000 | 210 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,471,000 | 270 |
| 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 | $380,000 | 342 |
| Number of Managed Accounts | $305,000 | 326 |
| Number of Non-Managed Accounts | $75,000 | 222 |
| Total fiduciary and related assets | $509,794,000 | 263 |
| Managed Assets ($) | $410,033,000 | 252 |
| Non-managed Assets ($) | $99,761,000 | 228 |
| Memoranda | ||
| Gross Fiduciary activities income | $749,000 | 270 |
| 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 | $386,000 | 397 |
| Number of Managed Accounts | $314,000 | 371 |
| Number of Non-Managed Accounts | $72,000 | 349 |
| Total fiduciary and related assets | $512,165,000 | 263 |
| Managed Assets ($) | $398,132,000 | 258 |
| Non-managed Assets ($) | $114,033,000 | 219 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,329,000 | 257 |
| 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 | $378,000 | 342 |
| Number of Managed Accounts | $304,000 | 327 |
| Number of Non-Managed Accounts | $74,000 | 226 |
| Total fiduciary and related assets | $543,523,000 | 256 |
| Managed Assets ($) | $414,239,000 | 247 |
| Non-managed Assets ($) | $129,284,000 | 206 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,571,000 | 252 |
| 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 | $379,000 | 340 |
| Number of Managed Accounts | $306,000 | 326 |
| Number of Non-Managed Accounts | $73,000 | 232 |
| Total fiduciary and related assets | $512,265,000 | 270 |
| Managed Assets ($) | $420,342,000 | 252 |
| Non-managed Assets ($) | $91,923,000 | 236 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,730,000 | 253 |
| 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 | $382,000 | 343 |
| Number of Managed Accounts | $309,000 | 329 |
| Number of Non-Managed Accounts | $73,000 | 234 |
| Total fiduciary and related assets | $518,010,000 | 270 |
| Managed Assets ($) | $438,962,000 | 246 |
| Non-managed Assets ($) | $79,048,000 | 249 |
| Memoranda | ||
| Gross Fiduciary activities income | $883,000 | 252 |
| 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 | $380,000 | 415 |
| Number of Managed Accounts | $304,000 | 394 |
| Number of Non-Managed Accounts | $76,000 | 350 |
| Total fiduciary and related assets | $508,115,000 | 274 |
| Managed Assets ($) | $428,343,000 | 249 |
| Non-managed Assets ($) | $79,772,000 | 262 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,224,000 | 262 |
| 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 | $375,000 | 348 |
| Number of Managed Accounts | $297,000 | 334 |
| Number of Non-Managed Accounts | $78,000 | 223 |
| Total fiduciary and related assets | $520,841,000 | 267 |
| Managed Assets ($) | $440,927,000 | 247 |
| Non-managed Assets ($) | $79,914,000 | 248 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,444,000 | 260 |
| 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 | $386,000 | 344 |
| Number of Managed Accounts | $302,000 | 334 |
| Number of Non-Managed Accounts | $84,000 | 217 |
| Total fiduciary and related assets | $518,095,000 | 266 |
| Managed Assets ($) | $440,128,000 | 247 |
| Non-managed Assets ($) | $77,967,000 | 246 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,660,000 | 256 |
| 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 | $397,000 | 344 |
| Number of Managed Accounts | $307,000 | 336 |
| Number of Non-Managed Accounts | $90,000 | 217 |
| Total fiduciary and related assets | $490,796,000 | 267 |
| Managed Assets ($) | $418,308,000 | 249 |
| Non-managed Assets ($) | $72,488,000 | 253 |
| Memoranda | ||
| Gross Fiduciary activities income | $873,000 | 247 |
| 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 | $396,000 | 417 |
| Number of Managed Accounts | $306,000 | 389 |
| Number of Non-Managed Accounts | $90,000 | 327 |
| Total fiduciary and related assets | $495,847,000 | 268 |
| Managed Assets ($) | $417,046,000 | 247 |
| Non-managed Assets ($) | $78,801,000 | 265 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,906,000 | 266 |
| 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 | $396,000 | 332 |
| Number of Managed Accounts | $304,000 | 315 |
| Number of Non-Managed Accounts | $92,000 | 214 |
| Total fiduciary and related assets | $491,256,000 | 261 |
| Managed Assets ($) | $423,428,000 | 235 |
| Non-managed Assets ($) | $67,828,000 | 253 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,227,000 | 260 |
| 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 | $394,000 | 331 |
| Number of Managed Accounts | $307,000 | 313 |
| Number of Non-Managed Accounts | $87,000 | 218 |
| Total fiduciary and related assets | $470,160,000 | 265 |
| Managed Assets ($) | $408,854,000 | 233 |
| Non-managed Assets ($) | $61,306,000 | 261 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,489,000 | 261 |
| 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 | $393,000 | 333 |
| Number of Managed Accounts | $302,000 | 316 |
| Number of Non-Managed Accounts | $91,000 | 220 |
| Total fiduciary and related assets | $461,868,000 | 265 |
| Managed Assets ($) | $398,648,000 | 234 |
| Non-managed Assets ($) | $63,220,000 | 264 |
| Memoranda | ||
| Gross Fiduciary activities income | $752,000 | 255 |
| 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 | $388,000 | 421 |
| Number of Managed Accounts | $302,000 | 383 |
| Number of Non-Managed Accounts | $86,000 | 351 |
| Total fiduciary and related assets | $451,445,000 | 265 |
| Managed Assets ($) | $383,827,000 | 237 |
| Non-managed Assets ($) | $67,618,000 | 289 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,814,000 | 249 |
| 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 | $379,000 | 327 |
| Number of Managed Accounts | $292,000 | 315 |
| Number of Non-Managed Accounts | $87,000 | 212 |
| Total fiduciary and related assets | $464,224,000 | 263 |
| Managed Assets ($) | $396,340,000 | 229 |
| Non-managed Assets ($) | $67,884,000 | 247 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,115,000 | 248 |
| 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 | $386,000 | 323 |
| Number of Managed Accounts | $297,000 | 308 |
| Number of Non-Managed Accounts | $89,000 | 211 |
| Total fiduciary and related assets | $454,833,000 | 259 |
| Managed Assets ($) | $388,408,000 | 223 |
| Non-managed Assets ($) | $66,425,000 | 245 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,551,000 | 235 |
| 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 | $384,000 | 324 |
| Number of Managed Accounts | $296,000 | 308 |
| Number of Non-Managed Accounts | $88,000 | 209 |
| Total fiduciary and related assets | $445,652,000 | 261 |
| Managed Assets ($) | $380,192,000 | 228 |
| Non-managed Assets ($) | $65,460,000 | 240 |
| Memoranda | ||
| Gross Fiduciary activities income | $805,000 | 233 |
| 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 | $386,000 | 422 |
| Number of Managed Accounts | $293,000 | 390 |
| Number of Non-Managed Accounts | $93,000 | 335 |
| Total fiduciary and related assets | $436,389,000 | 259 |
| Managed Assets ($) | $371,997,000 | 229 |
| Non-managed Assets ($) | $64,392,000 | 283 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,183,000 | 194 |
| 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 | $386,000 | 326 |
| Number of Managed Accounts | $294,000 | 309 |
| Number of Non-Managed Accounts | $92,000 | 207 |
| Total fiduciary and related assets | $492,347,000 | 231 |
| Managed Assets ($) | $425,862,000 | 200 |
| Non-managed Assets ($) | $66,485,000 | 235 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,404,000 | 196 |
| 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 | $394,000 | 329 |
| Number of Managed Accounts | $300,000 | 311 |
| Number of Non-Managed Accounts | $94,000 | 209 |
| Total fiduciary and related assets | $490,431,000 | 238 |
| Managed Assets ($) | $423,869,000 | 214 |
| Non-managed Assets ($) | $66,562,000 | 242 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,637,000 | 194 |
| 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 | $399,000 | 332 |
| Number of Managed Accounts | $308,000 | 312 |
| Number of Non-Managed Accounts | $91,000 | 216 |
| Total fiduciary and related assets | $490,177,000 | 243 |
| Managed Assets ($) | $421,290,000 | 214 |
| Non-managed Assets ($) | $68,887,000 | 238 |
| Memoranda | ||
| Gross Fiduciary activities income | $760,000 | 209 |
| 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 | $393,000 | 434 |
| Number of Managed Accounts | $302,000 | 397 |
| Number of Non-Managed Accounts | $91,000 | 357 |
| Total fiduciary and related assets | $476,681,000 | 246 |
| Managed Assets ($) | $400,424,000 | 223 |
| Non-managed Assets ($) | $76,257,000 | 256 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,933,000 | 201 |
| 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 | $399,000 | 318 |
| Number of Managed Accounts | $306,000 | 302 |
| Number of Non-Managed Accounts | $93,000 | 216 |
| Total fiduciary and related assets | $501,484,000 | 232 |
| Managed Assets ($) | $425,199,000 | 197 |
| Non-managed Assets ($) | $76,285,000 | 228 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,226,000 | 200 |
| 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 | $403,000 | 317 |
| Number of Managed Accounts | $310,000 | 301 |
| Number of Non-Managed Accounts | $93,000 | 215 |
| Total fiduciary and related assets | $485,808,000 | 232 |
| Managed Assets ($) | $414,349,000 | 194 |
| Non-managed Assets ($) | $71,459,000 | 234 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,479,000 | 201 |
| 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 | $403,000 | 319 |
| Number of Managed Accounts | $307,000 | 306 |
| Number of Non-Managed Accounts | $96,000 | 215 |
| Total fiduciary and related assets | $465,140,000 | 248 |
| Managed Assets ($) | $395,531,000 | 209 |
| Non-managed Assets ($) | $69,609,000 | 244 |
| Memoranda | ||
| Gross Fiduciary activities income | $696,000 | 213 |
| 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 | $389,000 | 441 |
| Number of Managed Accounts | $298,000 | 391 |
| Number of Non-Managed Accounts | $91,000 | 367 |
| Total fiduciary and related assets | $446,559,000 | 252 |
| Managed Assets ($) | $379,436,000 | 218 |
| Non-managed Assets ($) | $67,123,000 | 278 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,001,000 | 196 |
| 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 | $389,000 | 320 |
| Number of Managed Accounts | $300,000 | 296 |
| Number of Non-Managed Accounts | $89,000 | 217 |
| Total fiduciary and related assets | $479,165,000 | 239 |
| Managed Assets ($) | $410,609,000 | 205 |
| Non-managed Assets ($) | $68,556,000 | 227 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,311,000 | 192 |
| 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 | $398,000 | 322 |
| Number of Managed Accounts | $309,000 | 299 |
| Number of Non-Managed Accounts | $89,000 | 224 |
| Total fiduciary and related assets | $503,223,000 | 223 |
| Managed Assets ($) | $440,321,000 | 186 |
| Non-managed Assets ($) | $62,902,000 | 228 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,552,000 | 194 |
| 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 | $377,000 | 325 |
| Number of Managed Accounts | $285,000 | 307 |
| Number of Non-Managed Accounts | $92,000 | 220 |
| Total fiduciary and related assets | $452,615,000 | 227 |
| Managed Assets ($) | $394,242,000 | 194 |
| Non-managed Assets ($) | $58,373,000 | 227 |
| Memoranda | ||
| Gross Fiduciary activities income | $799,000 | 187 |
| 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 | $374,000 | 457 |
| Number of Managed Accounts | $279,000 | 411 |
| Number of Non-Managed Accounts | $95,000 | 378 |
| Total fiduciary and related assets | $440,568,000 | 246 |
| Managed Assets ($) | $380,585,000 | 211 |
| Non-managed Assets ($) | $59,983,000 | 279 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,404,000 | 192 |
| 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 | $357,000 | 345 |
| Number of Managed Accounts | $265,000 | 325 |
| Number of Non-Managed Accounts | $92,000 | 230 |
| Total fiduciary and related assets | $474,393,000 | 249 |
| Managed Assets ($) | $412,138,000 | 212 |
| Non-managed Assets ($) | $62,255,000 | 254 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,499,000 | 202 |
| 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 | $362,000 | 350 |
| Number of Managed Accounts | $268,000 | 331 |
| Number of Non-Managed Accounts | $94,000 | 234 |
| Total fiduciary and related assets | $464,289,000 | 261 |
| Managed Assets ($) | $402,497,000 | 221 |
| Non-managed Assets ($) | $61,792,000 | 262 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,664,000 | 206 |
| 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 | $362,000 | 353 |
| Number of Managed Accounts | $267,000 | 331 |
| Number of Non-Managed Accounts | $95,000 | 230 |
| Total fiduciary and related assets | $362,371,000 | 299 |
| Managed Assets ($) | $309,716,000 | 260 |
| Non-managed Assets ($) | $52,655,000 | 282 |
| Memoranda | ||
| Gross Fiduciary activities income | $852,000 | 202 |
| 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 | $369,000 | 472 |
| Number of Managed Accounts | $270,000 | 424 |
| Number of Non-Managed Accounts | $99,000 | 359 |
| Total fiduciary and related assets | $351,079,000 | 311 |
| Managed Assets ($) | $299,023,000 | 271 |
| Non-managed Assets ($) | $52,056,000 | 348 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,906,000 | 221 |
| 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 | $380,000 | 336 |
| Number of Managed Accounts | $278,000 | 315 |
| Number of Non-Managed Accounts | $102,000 | 216 |
| Total fiduciary and related assets | $374,719,000 | 300 |
| Managed Assets ($) | $322,381,000 | 256 |
| Non-managed Assets ($) | $52,338,000 | 271 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,167,000 | 219 |
| 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 | $373,000 | 343 |
| Number of Managed Accounts | $269,000 | 324 |
| Number of Non-Managed Accounts | $104,000 | 222 |
| Total fiduciary and related assets | $347,490,000 | 316 |
| Managed Assets ($) | $297,656,000 | 274 |
| Non-managed Assets ($) | $49,834,000 | 278 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,393,000 | 229 |
| 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 | $384,000 | 340 |
| Number of Managed Accounts | $265,000 | 328 |
| Number of Non-Managed Accounts | $119,000 | 214 |
| Total fiduciary and related assets | $309,567,000 | 335 |
| Managed Assets ($) | $266,858,000 | 290 |
| Non-managed Assets ($) | $42,709,000 | 289 |
| Memoranda | ||
| Gross Fiduciary activities income | $706,000 | 229 |
| 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 | $382,000 | 445 |
| Number of Managed Accounts | $260,000 | 434 |
| Number of Non-Managed Accounts | $122,000 | 323 |
| Total fiduciary and related assets | $295,334,000 | 341 |
| Managed Assets ($) | $252,684,000 | 304 |
| Non-managed Assets ($) | $42,650,000 | 373 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,993,000 | 202 |
| 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 | $379,000 | 337 |
| Number of Managed Accounts | $255,000 | 322 |
| Number of Non-Managed Accounts | $124,000 | 217 |
| Total fiduciary and related assets | $313,260,000 | 331 |
| Managed Assets ($) | $272,486,000 | 283 |
| Non-managed Assets ($) | $40,774,000 | 288 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,176,000 | 214 |
| 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 | $382,000 | 342 |
| Number of Managed Accounts | $254,000 | 327 |
| Number of Non-Managed Accounts | $128,000 | 223 |
| Total fiduciary and related assets | $305,238,000 | 336 |
| Managed Assets ($) | $268,284,000 | 284 |
| Non-managed Assets ($) | $36,954,000 | 304 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,458,000 | 222 |
| 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 | $381,000 | 344 |
| Number of Managed Accounts | $251,000 | 337 |
| Number of Non-Managed Accounts | $130,000 | 225 |
| Total fiduciary and related assets | $275,470,000 | 346 |
| Managed Assets ($) | $238,551,000 | 298 |
| Non-managed Assets ($) | $36,919,000 | 305 |
| Memoranda | ||
| Gross Fiduciary activities income | $712,000 | 222 |
| 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 | $378,000 | 461 |
| Number of Managed Accounts | $248,000 | 468 |
| Number of Non-Managed Accounts | $130,000 | 322 |
| Total fiduciary and related assets | $269,211,000 | 356 |
| Managed Assets ($) | $234,111,000 | 307 |
| Non-managed Assets ($) | $35,100,000 | 404 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,845,000 | 212 |
| 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 | $375,000 | 337 |
| Number of Managed Accounts | $248,000 | 326 |
| Number of Non-Managed Accounts | $127,000 | 221 |
| Total fiduciary and related assets | $293,128,000 | 334 |
| Managed Assets ($) | $258,692,000 | 281 |
| Non-managed Assets ($) | $34,436,000 | 302 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,051,000 | 213 |
| 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 | $364,000 | 350 |
| Number of Managed Accounts | $235,000 | 339 |
| Number of Non-Managed Accounts | $129,000 | 227 |
| Total fiduciary and related assets | $282,596,000 | 339 |
| Managed Assets ($) | $250,550,000 | 285 |
| Non-managed Assets ($) | $32,046,000 | 311 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,366,000 | 215 |
| 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 | $383,000 | 346 |
| Number of Managed Accounts | $231,000 | 342 |
| Number of Non-Managed Accounts | $152,000 | 214 |
| Total fiduciary and related assets | $819,974,000 | 204 |
| Managed Assets ($) | $248,367,000 | 286 |
| Non-managed Assets ($) | $571,607,000 | 134 |
| Memoranda | ||
| Gross Fiduciary activities income | $672,000 | 216 |
| 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 | $393,000 | 447 |
| Number of Managed Accounts | $231,000 | 480 |
| Number of Non-Managed Accounts | $162,000 | 296 |
| Total fiduciary and related assets | $819,763,000 | 202 |
| Managed Assets ($) | $249,246,000 | 288 |
| Non-managed Assets ($) | $570,517,000 | 136 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,650,000 | 217 |
| 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 | $392,000 | 337 |
| Number of Managed Accounts | $229,000 | 327 |
| Number of Non-Managed Accounts | $163,000 | 210 |
| Total fiduciary and related assets | $819,331,000 | 195 |
| Managed Assets ($) | $264,880,000 | 273 |
| Non-managed Assets ($) | $554,451,000 | 139 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,015,000 | 216 |
| 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 | $388,000 | 345 |
| Number of Managed Accounts | $222,000 | 335 |
| Number of Non-Managed Accounts | $166,000 | 213 |
| Total fiduciary and related assets | $812,438,000 | 195 |
| Managed Assets ($) | $258,988,000 | 272 |
| Non-managed Assets ($) | $553,450,000 | 139 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,312,000 | 223 |
| 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 | $393,000 | 346 |
| Number of Managed Accounts | $217,000 | 339 |
| Number of Non-Managed Accounts | $176,000 | 207 |
| Total fiduciary and related assets | $790,124,000 | 199 |
| Managed Assets ($) | $253,043,000 | 282 |
| Non-managed Assets ($) | $537,081,000 | 138 |
| Memoranda | ||
| Gross Fiduciary activities income | $648,000 | 226 |
| 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 | $403,000 | 460 |
| Number of Managed Accounts | $213,000 | 517 |
| Number of Non-Managed Accounts | $190,000 | 286 |
| Total fiduciary and related assets | $883,349,000 | 190 |
| Managed Assets ($) | $224,967,000 | 311 |
| Non-managed Assets ($) | $658,382,000 | 135 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,573,000 | 223 |
| 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 | $410,000 | 355 |
| Number of Managed Accounts | $216,000 | 353 |
| Number of Non-Managed Accounts | $194,000 | 210 |
| Total fiduciary and related assets | $872,420,000 | 195 |
| Managed Assets ($) | $244,096,000 | 279 |
| Non-managed Assets ($) | $628,324,000 | 141 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,884,000 | 232 |
| 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 | $420,000 | 360 |
| Number of Managed Accounts | $223,000 | 356 |
| Number of Non-Managed Accounts | $197,000 | 216 |
| Total fiduciary and related assets | $863,597,000 | 199 |
| Managed Assets ($) | $248,448,000 | 279 |
| Non-managed Assets ($) | $615,149,000 | 141 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,239,000 | 241 |
| 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 | $420,000 | 365 |
| Number of Managed Accounts | $218,000 | 364 |
| Number of Non-Managed Accounts | $202,000 | 222 |
| Total fiduciary and related assets | $809,246,000 | 207 |
| Managed Assets ($) | $234,604,000 | 286 |
| Non-managed Assets ($) | $574,642,000 | 144 |
| Memoranda | ||
| Gross Fiduciary activities income | $699,000 | 231 |
| 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 | $440,000 | 447 |
| Number of Managed Accounts | $220,000 | 529 |
| Number of Non-Managed Accounts | $220,000 | 280 |
| Total fiduciary and related assets | $780,473,000 | 214 |
| Managed Assets ($) | $275,824,000 | 269 |
| Non-managed Assets ($) | $504,649,000 | 151 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,694,000 | 236 |
| 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 | $486,000 | 393 |
| Number of Managed Accounts | $215,000 | 506 |
| Number of Non-Managed Accounts | $271,000 | 237 |
| Total fiduciary and related assets | $716,838,000 | 205 |
| Managed Assets ($) | $218,983,000 | 310 |
| Non-managed Assets ($) | $497,855,000 | 142 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,839,000 | 236 |
| 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 | $2,810,000 | 237 |
| 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 | $2,635,000 | 277 |
| 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 | $2,364,000 | 288 |
| 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 | $2,268,000 | 306 |
| 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 | $2,158,000 | 347 |
| 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 | $1,913,000 | 382 |
| 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 | $1,838,000 | 383 |
| 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 | $1,636,000 | 424 |
| 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 | $1,534,000 | 434 |