Home > Bank of Utah > Fiduciary and Related Services
Bank of Utah, Fiduciary and Related Services
| 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 | $7,615,000 | 48 |
| Number of Managed Accounts | $285,000 | 411 |
| Number of Non-Managed Accounts | $7,330,000 | 24 |
| Total fiduciary and related assets | $933,031,000 | 271 |
| Managed Assets ($) | $302,519,000 | 386 |
| Non-managed Assets ($) | $630,512,000 | 147 |
| Memoranda | ||
| Gross Fiduciary activities income | $16,211,000 | 153 |
| 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 | $7,354,000 | 52 |
| Number of Managed Accounts | $357,000 | 305 |
| Number of Non-Managed Accounts | $6,997,000 | 25 |
| Total fiduciary and related assets | $1,530,311,000 | 213 |
| Managed Assets ($) | $346,304,000 | 327 |
| Non-managed Assets ($) | $1,184,007,000 | 116 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,956,000 | 160 |
| 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 | $7,341,000 | 53 |
| Number of Managed Accounts | $359,000 | 352 |
| Number of Non-Managed Accounts | $6,982,000 | 25 |
| Total fiduciary and related assets | $1,241,137,000 | 230 |
| Managed Assets ($) | $333,571,000 | 371 |
| Non-managed Assets ($) | $907,566,000 | 133 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,255,000 | 159 |
| 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 | $7,072,000 | 53 |
| Number of Managed Accounts | $370,000 | 303 |
| Number of Non-Managed Accounts | $6,702,000 | 25 |
| Total fiduciary and related assets | $964,145,000 | 261 |
| Managed Assets ($) | $331,986,000 | 327 |
| Non-managed Assets ($) | $632,159,000 | 144 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,857,000 | 149 |
| 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 | $7,173,000 | 50 |
| Number of Managed Accounts | $385,000 | 357 |
| Number of Non-Managed Accounts | $6,788,000 | 25 |
| Total fiduciary and related assets | $1,026,339,000 | 247 |
| Managed Assets ($) | $313,793,000 | 365 |
| Non-managed Assets ($) | $712,546,000 | 134 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,726,000 | 143 |
| 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 | $7,071,000 | 51 |
| Number of Managed Accounts | $383,000 | 288 |
| Number of Non-Managed Accounts | $6,688,000 | 24 |
| Total fiduciary and related assets | $1,233,499,000 | 217 |
| Managed Assets ($) | $304,601,000 | 316 |
| Non-managed Assets ($) | $928,898,000 | 124 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,106,000 | 141 |
| 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 | $6,725,000 | 53 |
| Number of Managed Accounts | $376,000 | 336 |
| Number of Non-Managed Accounts | $6,349,000 | 23 |
| Total fiduciary and related assets | $1,138,266,000 | 220 |
| Managed Assets ($) | $306,464,000 | 357 |
| Non-managed Assets ($) | $831,802,000 | 128 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,842,000 | 131 |
| 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 | $6,357,000 | 59 |
| Number of Managed Accounts | $371,000 | 300 |
| Number of Non-Managed Accounts | $5,986,000 | 26 |
| Total fiduciary and related assets | $1,104,110,000 | 235 |
| Managed Assets ($) | $288,795,000 | 329 |
| Non-managed Assets ($) | $815,315,000 | 137 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,997,000 | 136 |
| 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 | $6,060,000 | 62 |
| Number of Managed Accounts | $357,000 | 378 |
| Number of Non-Managed Accounts | $5,703,000 | 29 |
| Total fiduciary and related assets | $997,462,000 | 243 |
| Managed Assets ($) | $279,770,000 | 384 |
| Non-managed Assets ($) | $717,692,000 | 140 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,132,000 | 143 |
| 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 | $6,022,000 | 62 |
| Number of Managed Accounts | $356,000 | 313 |
| Number of Non-Managed Accounts | $5,666,000 | 28 |
| Total fiduciary and related assets | $940,054,000 | 241 |
| Managed Assets ($) | $271,144,000 | 335 |
| Non-managed Assets ($) | $668,910,000 | 141 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,830,000 | 142 |
| 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 | $5,740,000 | 55 |
| Number of Managed Accounts | $358,000 | 323 |
| Number of Non-Managed Accounts | $5,382,000 | 24 |
| Total fiduciary and related assets | $869,352,000 | 225 |
| Managed Assets ($) | $266,690,000 | 341 |
| Non-managed Assets ($) | $602,662,000 | 118 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,571,000 | 116 |
| 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 | $5,471,000 | 57 |
| Number of Managed Accounts | $353,000 | 284 |
| Number of Non-Managed Accounts | $5,118,000 | 24 |
| Total fiduciary and related assets | $906,587,000 | 223 |
| Managed Assets ($) | $303,241,000 | 296 |
| Non-managed Assets ($) | $603,346,000 | 120 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,210,000 | 112 |
| 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 | $5,312,000 | 57 |
| Number of Managed Accounts | $357,000 | 353 |
| Number of Non-Managed Accounts | $4,955,000 | 24 |
| Total fiduciary and related assets | $991,943,000 | 225 |
| Managed Assets ($) | $324,142,000 | 331 |
| Non-managed Assets ($) | $667,801,000 | 121 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,902,000 | 128 |
| 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 | $5,689,000 | 53 |
| Number of Managed Accounts | $353,000 | 284 |
| Number of Non-Managed Accounts | $5,336,000 | 23 |
| Total fiduciary and related assets | $999,113,000 | 219 |
| Managed Assets ($) | $309,777,000 | 293 |
| Non-managed Assets ($) | $689,336,000 | 118 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,639,000 | 130 |
| 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 | $5,326,000 | 55 |
| Number of Managed Accounts | $335,000 | 329 |
| Number of Non-Managed Accounts | $4,991,000 | 25 |
| Total fiduciary and related assets | $878,102,000 | 235 |
| Managed Assets ($) | $216,739,000 | 364 |
| Non-managed Assets ($) | $661,363,000 | 119 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,545,000 | 124 |
| 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 | $4,988,000 | 56 |
| Number of Managed Accounts | $279,000 | 302 |
| Number of Non-Managed Accounts | $4,709,000 | 26 |
| Total fiduciary and related assets | $835,351,000 | 230 |
| Managed Assets ($) | $204,498,000 | 313 |
| Non-managed Assets ($) | $630,853,000 | 120 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,282,000 | 124 |
| 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 | $4,763,000 | 58 |
| Number of Managed Accounts | $281,000 | 395 |
| Number of Non-Managed Accounts | $4,482,000 | 26 |
| Total fiduciary and related assets | $785,165,000 | 241 |
| Managed Assets ($) | $199,571,000 | 393 |
| Non-managed Assets ($) | $585,594,000 | 125 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,705,000 | 129 |
| 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 | $4,657,000 | 60 |
| Number of Managed Accounts | $279,000 | 297 |
| Number of Non-Managed Accounts | $4,378,000 | 24 |
| Total fiduciary and related assets | $726,947,000 | 236 |
| Managed Assets ($) | $182,864,000 | 315 |
| Non-managed Assets ($) | $544,083,000 | 124 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,584,000 | 130 |
| 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 | $4,774,000 | 58 |
| Number of Managed Accounts | $284,000 | 337 |
| Number of Non-Managed Accounts | $4,490,000 | 24 |
| Total fiduciary and related assets | $711,791,000 | 241 |
| Managed Assets ($) | $180,799,000 | 362 |
| Non-managed Assets ($) | $530,992,000 | 126 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,671,000 | 130 |
| 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 | $4,542,000 | 60 |
| Number of Managed Accounts | $310,000 | 295 |
| Number of Non-Managed Accounts | $4,232,000 | 24 |
| Total fiduciary and related assets | $701,397,000 | 224 |
| Managed Assets ($) | $176,806,000 | 315 |
| Non-managed Assets ($) | $524,591,000 | 118 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,765,000 | 135 |
| 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 | $4,532,000 | 59 |
| Number of Managed Accounts | $312,000 | 375 |
| Number of Non-Managed Accounts | $4,220,000 | 24 |
| Total fiduciary and related assets | $725,599,000 | 237 |
| Managed Assets ($) | $194,743,000 | 379 |
| Non-managed Assets ($) | $530,856,000 | 128 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,711,000 | 134 |
| 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 | $4,216,000 | 65 |
| Number of Managed Accounts | $327,000 | 295 |
| Number of Non-Managed Accounts | $3,889,000 | 25 |
| Total fiduciary and related assets | $760,366,000 | 225 |
| Managed Assets ($) | $193,758,000 | 313 |
| Non-managed Assets ($) | $566,608,000 | 119 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,801,000 | 137 |
| 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 | $4,252,000 | 65 |
| Number of Managed Accounts | $323,000 | 322 |
| Number of Non-Managed Accounts | $3,929,000 | 24 |
| Total fiduciary and related assets | $687,720,000 | 237 |
| Managed Assets ($) | $191,741,000 | 348 |
| Non-managed Assets ($) | $495,979,000 | 125 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,137,000 | 141 |
| 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 | $4,099,000 | 69 |
| Number of Managed Accounts | $291,000 | 333 |
| Number of Non-Managed Accounts | $3,808,000 | 26 |
| Total fiduciary and related assets | $741,238,000 | 226 |
| Managed Assets ($) | $184,175,000 | 351 |
| Non-managed Assets ($) | $557,063,000 | 119 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,704,000 | 131 |
| 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 | $4,120,000 | 70 |
| Number of Managed Accounts | $291,000 | 393 |
| Number of Non-Managed Accounts | $3,829,000 | 28 |
| Total fiduciary and related assets | $724,234,000 | 226 |
| Managed Assets ($) | $173,215,000 | 391 |
| Non-managed Assets ($) | $551,019,000 | 117 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,089,000 | 140 |
| 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 | $4,074,000 | 68 |
| Number of Managed Accounts | $298,000 | 332 |
| Number of Non-Managed Accounts | $3,776,000 | 26 |
| Total fiduciary and related assets | $676,861,000 | 244 |
| Managed Assets ($) | $192,513,000 | 357 |
| Non-managed Assets ($) | $484,348,000 | 133 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,311,000 | 141 |
| 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 | $3,971,000 | 69 |
| Number of Managed Accounts | $298,000 | 338 |
| Number of Non-Managed Accounts | $3,673,000 | 26 |
| Total fiduciary and related assets | $757,857,000 | 226 |
| Managed Assets ($) | $186,801,000 | 360 |
| Non-managed Assets ($) | $571,056,000 | 119 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,843,000 | 144 |
| 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 | $3,282,000 | 79 |
| Number of Managed Accounts | $296,000 | 336 |
| Number of Non-Managed Accounts | $2,986,000 | 33 |
| Total fiduciary and related assets | $671,641,000 | 241 |
| Managed Assets ($) | $176,652,000 | 361 |
| Non-managed Assets ($) | $494,989,000 | 131 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,638,000 | 140 |
| 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 | $3,236,000 | 80 |
| Number of Managed Accounts | $294,000 | 394 |
| Number of Non-Managed Accounts | $2,942,000 | 34 |
| Total fiduciary and related assets | $652,988,000 | 246 |
| Managed Assets ($) | $173,832,000 | 402 |
| Non-managed Assets ($) | $479,156,000 | 131 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,181,000 | 142 |
| 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 | $3,159,000 | 82 |
| Number of Managed Accounts | $289,000 | 333 |
| Number of Non-Managed Accounts | $2,870,000 | 34 |
| Total fiduciary and related assets | $605,252,000 | 252 |
| Managed Assets ($) | $162,382,000 | 359 |
| Non-managed Assets ($) | $442,870,000 | 133 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,992,000 | 137 |
| 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 | $3,107,000 | 80 |
| Number of Managed Accounts | $292,000 | 331 |
| Number of Non-Managed Accounts | $2,815,000 | 35 |
| Total fiduciary and related assets | $569,395,000 | 256 |
| Managed Assets ($) | $156,851,000 | 359 |
| Non-managed Assets ($) | $412,544,000 | 135 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,663,000 | 137 |
| 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 | $2,899,000 | 83 |
| Number of Managed Accounts | $290,000 | 334 |
| Number of Non-Managed Accounts | $2,609,000 | 37 |
| Total fiduciary and related assets | $557,259,000 | 257 |
| Managed Assets ($) | $151,295,000 | 362 |
| Non-managed Assets ($) | $405,964,000 | 132 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,310,000 | 136 |
| 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 | $2,885,000 | 86 |
| Number of Managed Accounts | $294,000 | 385 |
| Number of Non-Managed Accounts | $2,591,000 | 40 |
| Total fiduciary and related assets | $557,654,000 | 254 |
| Managed Assets ($) | $153,780,000 | 413 |
| Non-managed Assets ($) | $403,874,000 | 131 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,826,000 | 132 |
| 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 | $2,844,000 | 83 |
| Number of Managed Accounts | $298,000 | 325 |
| Number of Non-Managed Accounts | $2,546,000 | 39 |
| Total fiduciary and related assets | $714,485,000 | 222 |
| Managed Assets ($) | $152,679,000 | 362 |
| Non-managed Assets ($) | $561,806,000 | 110 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,661,000 | 129 |
| 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 | $2,784,000 | 83 |
| Number of Managed Accounts | $301,000 | 326 |
| Number of Non-Managed Accounts | $2,483,000 | 39 |
| Total fiduciary and related assets | $708,102,000 | 225 |
| Managed Assets ($) | $150,270,000 | 364 |
| Non-managed Assets ($) | $557,832,000 | 112 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,378,000 | 133 |
| 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 | $2,748,000 | 86 |
| Number of Managed Accounts | $297,000 | 328 |
| Number of Non-Managed Accounts | $2,451,000 | 39 |
| Total fiduciary and related assets | $761,181,000 | 211 |
| Managed Assets ($) | $142,877,000 | 368 |
| Non-managed Assets ($) | $618,304,000 | 108 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,985,000 | 144 |
| 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 | $2,688,000 | 89 |
| Number of Managed Accounts | $291,000 | 390 |
| Number of Non-Managed Accounts | $2,397,000 | 42 |
| Total fiduciary and related assets | $1,666,455,000 | 133 |
| Managed Assets ($) | $143,914,000 | 427 |
| Non-managed Assets ($) | $1,522,541,000 | 81 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,773,000 | 151 |
| 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 | $2,791,000 | 87 |
| Number of Managed Accounts | $291,000 | 331 |
| Number of Non-Managed Accounts | $2,500,000 | 37 |
| Total fiduciary and related assets | $1,664,896,000 | 131 |
| Managed Assets ($) | $145,738,000 | 365 |
| Non-managed Assets ($) | $1,519,158,000 | 80 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,846,000 | 152 |
| 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 | $4,371,000 | 63 |
| Number of Managed Accounts | $290,000 | 332 |
| Number of Non-Managed Accounts | $4,081,000 | 27 |
| Total fiduciary and related assets | $1,743,896,000 | 133 |
| Managed Assets ($) | $150,183,000 | 366 |
| Non-managed Assets ($) | $1,593,713,000 | 79 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,685,000 | 159 |
| 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 | $5,903,000 | 50 |
| Number of Managed Accounts | $289,000 | 335 |
| Number of Non-Managed Accounts | $5,614,000 | 22 |
| Total fiduciary and related assets | $635,477,000 | 247 |
| Managed Assets ($) | $151,989,000 | 366 |
| Non-managed Assets ($) | $483,488,000 | 124 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,876,000 | 156 |
| 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 | $5,773,000 | 51 |
| Number of Managed Accounts | $211,000 | 470 |
| Number of Non-Managed Accounts | $5,562,000 | 25 |
| Total fiduciary and related assets | $618,222,000 | 246 |
| Managed Assets ($) | $114,514,000 | 484 |
| Non-managed Assets ($) | $503,708,000 | 122 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,101,000 | 159 |
| 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 | $5,656,000 | 50 |
| Number of Managed Accounts | $207,000 | 358 |
| Number of Non-Managed Accounts | $5,449,000 | 25 |
| Total fiduciary and related assets | $616,712,000 | 248 |
| Managed Assets ($) | $114,435,000 | 374 |
| Non-managed Assets ($) | $502,277,000 | 118 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,444,000 | 153 |
| 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 | $5,540,000 | 49 |
| Number of Managed Accounts | $204,000 | 358 |
| Number of Non-Managed Accounts | $5,336,000 | 25 |
| Total fiduciary and related assets | $661,898,000 | 235 |
| Managed Assets ($) | $111,366,000 | 376 |
| Non-managed Assets ($) | $550,532,000 | 111 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,658,000 | 153 |
| 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 | $5,308,000 | 52 |
| Number of Managed Accounts | $199,000 | 361 |
| Number of Non-Managed Accounts | $5,109,000 | 29 |
| Total fiduciary and related assets | $580,246,000 | 250 |
| Managed Assets ($) | $97,672,000 | 379 |
| Non-managed Assets ($) | $482,574,000 | 118 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,665,000 | 158 |
| 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 | $5,077,000 | 53 |
| Number of Managed Accounts | $194,000 | 487 |
| Number of Non-Managed Accounts | $4,883,000 | 28 |
| Total fiduciary and related assets | $444,956,000 | 286 |
| Managed Assets ($) | $97,116,000 | 510 |
| Non-managed Assets ($) | $347,840,000 | 136 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,663,000 | 165 |
| 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 | $4,805,000 | 53 |
| Number of Managed Accounts | $193,000 | 345 |
| Number of Non-Managed Accounts | $4,612,000 | 28 |
| Total fiduciary and related assets | $377,502,000 | 302 |
| Managed Assets ($) | $92,835,000 | 362 |
| Non-managed Assets ($) | $284,667,000 | 141 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,158,000 | 162 |
| 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 | $4,638,000 | 56 |
| Number of Managed Accounts | $201,000 | 344 |
| Number of Non-Managed Accounts | $4,437,000 | 29 |
| Total fiduciary and related assets | $345,930,000 | 314 |
| Managed Assets ($) | $91,420,000 | 362 |
| Non-managed Assets ($) | $254,510,000 | 149 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,845,000 | 160 |
| 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 | $4,399,000 | 57 |
| Number of Managed Accounts | $196,000 | 348 |
| Number of Non-Managed Accounts | $4,203,000 | 30 |
| Total fiduciary and related assets | $339,291,000 | 319 |
| Managed Assets ($) | $91,878,000 | 363 |
| Non-managed Assets ($) | $247,413,000 | 149 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,202,000 | 184 |
| 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 | $4,263,000 | 59 |
| Number of Managed Accounts | $190,000 | 496 |
| Number of Non-Managed Accounts | $4,073,000 | 31 |
| Total fiduciary and related assets | $331,980,000 | 315 |
| Managed Assets ($) | $87,130,000 | 520 |
| Non-managed Assets ($) | $244,850,000 | 146 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,287,000 | 193 |
| 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 | $4,039,000 | 57 |
| Number of Managed Accounts | $188,000 | 339 |
| Number of Non-Managed Accounts | $3,851,000 | 31 |
| Total fiduciary and related assets | $274,660,000 | 342 |
| Managed Assets ($) | $88,162,000 | 349 |
| Non-managed Assets ($) | $186,498,000 | 171 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,947,000 | 198 |
| 2012-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,880,000 | 61 |
| Number of Managed Accounts | $185,000 | 337 |
| Number of Non-Managed Accounts | $3,695,000 | 33 |
| Total fiduciary and related assets | $270,757,000 | 336 |
| Managed Assets ($) | $87,579,000 | 346 |
| Non-managed Assets ($) | $183,178,000 | 172 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,905,000 | 204 |
| 2012-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,728,000 | 65 |
| Number of Managed Accounts | $186,000 | 334 |
| Number of Non-Managed Accounts | $3,542,000 | 35 |
| Total fiduciary and related assets | $273,810,000 | 339 |
| Managed Assets ($) | $89,888,000 | 347 |
| Non-managed Assets ($) | $183,922,000 | 167 |
| Memoranda | ||
| Gross Fiduciary activities income | $829,000 | 228 |
| 2011-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,580,000 | 72 |
| Number of Managed Accounts | $191,000 | 491 |
| Number of Non-Managed Accounts | $3,389,000 | 37 |
| Total fiduciary and related assets | $267,283,000 | 341 |
| Managed Assets ($) | $89,794,000 | 499 |
| Non-managed Assets ($) | $177,489,000 | 171 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,861,000 | 169 |
| 2011-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,317,000 | 78 |
| Number of Managed Accounts | $196,000 | 330 |
| Number of Non-Managed Accounts | $3,121,000 | 36 |
| Total fiduciary and related assets | $225,433,000 | 346 |
| Managed Assets ($) | $86,241,000 | 344 |
| Non-managed Assets ($) | $139,192,000 | 186 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,451,000 | 191 |
| 2011-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,229,000 | 79 |
| Number of Managed Accounts | $211,000 | 332 |
| Number of Non-Managed Accounts | $3,018,000 | 37 |
| Total fiduciary and related assets | $248,476,000 | 348 |
| Managed Assets ($) | $93,970,000 | 347 |
| Non-managed Assets ($) | $154,506,000 | 181 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,748,000 | 183 |
| 2011-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,087,000 | 80 |
| Number of Managed Accounts | $209,000 | 338 |
| Number of Non-Managed Accounts | $2,878,000 | 41 |
| Total fiduciary and related assets | $239,856,000 | 353 |
| Managed Assets ($) | $89,867,000 | 354 |
| Non-managed Assets ($) | $149,989,000 | 186 |
| Memoranda | ||
| Gross Fiduciary activities income | $844,000 | 193 |
| 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 | $2,965,000 | 86 |
| Number of Managed Accounts | $214,000 | 474 |
| Number of Non-Managed Accounts | $2,751,000 | 45 |
| Total fiduciary and related assets | $253,591,000 | 354 |
| Managed Assets ($) | $90,473,000 | 501 |
| Non-managed Assets ($) | $163,118,000 | 184 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,339,000 | 187 |
| 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 | $0 | 412 |
| Number of Managed Accounts | $0 | 393 |
| Number of Non-Managed Accounts | $0 | 391 |
| Total fiduciary and related assets | $0 | 411 |
| Managed Assets ($) | $0 | 394 |
| Non-managed Assets ($) | $0 | 389 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,258,000 | 199 |
| 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 | $0 | 414 |
| Number of Managed Accounts | $0 | 393 |
| Number of Non-Managed Accounts | $0 | 394 |
| Total fiduciary and related assets | $0 | 413 |
| Managed Assets ($) | $0 | 394 |
| Non-managed Assets ($) | $0 | 392 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,452,000 | 203 |
| 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 | $0 | 421 |
| Number of Managed Accounts | $0 | 397 |
| Number of Non-Managed Accounts | $0 | 401 |
| Total fiduciary and related assets | $0 | 419 |
| Managed Assets ($) | $0 | 397 |
| Non-managed Assets ($) | $0 | 399 |
| Memoranda | ||
| Gross Fiduciary activities income | $758,000 | 206 |
| 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 | $2,163,000 | 108 |
| Number of Managed Accounts | $209,000 | 485 |
| Number of Non-Managed Accounts | $1,954,000 | 55 |
| Total fiduciary and related assets | $204,897,000 | 390 |
| Managed Assets ($) | $92,669,000 | 484 |
| Non-managed Assets ($) | $112,228,000 | 220 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,680,000 | 207 |
| 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 | $0 | 409 |
| Number of Managed Accounts | $0 | 386 |
| Number of Non-Managed Accounts | $0 | 386 |
| Total fiduciary and related assets | $0 | 408 |
| Managed Assets ($) | $0 | 386 |
| Non-managed Assets ($) | $0 | 385 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,839,000 | 214 |
| 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 | $0 | 415 |
| Number of Managed Accounts | $0 | 392 |
| Number of Non-Managed Accounts | $0 | 393 |
| Total fiduciary and related assets | $0 | 414 |
| Managed Assets ($) | $0 | 392 |
| Non-managed Assets ($) | $0 | 391 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,207,000 | 220 |
| 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 | $0 | 418 |
| Number of Managed Accounts | $0 | 395 |
| Number of Non-Managed Accounts | $0 | 393 |
| Total fiduciary and related assets | $0 | 417 |
| Managed Assets ($) | $0 | 395 |
| Non-managed Assets ($) | $0 | 392 |
| Memoranda | ||
| Gross Fiduciary activities income | $626,000 | 221 |
| 2008-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,216,000 | 187 |
| Number of Managed Accounts | $212,000 | 503 |
| Number of Non-Managed Accounts | $1,004,000 | 82 |
| Total fiduciary and related assets | $184,493,000 | 400 |
| Managed Assets ($) | $96,777,000 | 472 |
| Non-managed Assets ($) | $87,716,000 | 235 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,248,000 | 248 |
| 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 | $0 | 441 |
| Number of Managed Accounts | $0 | 419 |
| Number of Non-Managed Accounts | $0 | 421 |
| Total fiduciary and related assets | $0 | 440 |
| Managed Assets ($) | $0 | 419 |
| Non-managed Assets ($) | $0 | 420 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,470,000 | 273 |
| 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 | $0 | 450 |
| Number of Managed Accounts | $0 | 425 |
| Number of Non-Managed Accounts | $0 | 427 |
| Total fiduciary and related assets | $0 | 449 |
| Managed Assets ($) | $0 | 425 |
| Non-managed Assets ($) | $0 | 426 |
| Memoranda | ||
| Gross Fiduciary activities income | $985,000 | 281 |
| 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 | $0 | 460 |
| Number of Managed Accounts | $0 | 434 |
| Number of Non-Managed Accounts | $0 | 433 |
| Total fiduciary and related assets | $0 | 459 |
| Managed Assets ($) | $0 | 434 |
| Non-managed Assets ($) | $0 | 431 |
| Memoranda | ||
| Gross Fiduciary activities income | $404,000 | 314 |
| 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 | $560,000 | 348 |
| Number of Managed Accounts | $205,000 | 513 |
| Number of Non-Managed Accounts | $355,000 | 166 |
| Total fiduciary and related assets | $157,841,000 | 492 |
| Managed Assets ($) | $63,505,000 | 627 |
| Non-managed Assets ($) | $94,336,000 | 258 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,455,000 | 332 |
| 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 | $505,000 | 306 |
| Number of Managed Accounts | $206,000 | 338 |
| Number of Non-Managed Accounts | $299,000 | 136 |
| Total fiduciary and related assets | $215,811,000 | 366 |
| Managed Assets ($) | $67,683,000 | 374 |
| Non-managed Assets ($) | $148,128,000 | 198 |
| Memoranda | ||
| Gross Fiduciary activities income | $847,000 | 383 |
| 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 | $435,000 | 327 |
| Number of Managed Accounts | $211,000 | 340 |
| Number of Non-Managed Accounts | $224,000 | 159 |
| Total fiduciary and related assets | $780,775,000 | 212 |
| Managed Assets ($) | $659,876,000 | 172 |
| Non-managed Assets ($) | $120,899,000 | 218 |
| Memoranda | ||
| Gross Fiduciary activities income | $464,000 | 441 |
| 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 | $406,000 | 335 |
| Number of Managed Accounts | $242,000 | 333 |
| Number of Non-Managed Accounts | $164,000 | 188 |
| Total fiduciary and related assets | $790,450,000 | 205 |
| Managed Assets ($) | $683,648,000 | 167 |
| Non-managed Assets ($) | $106,802,000 | 227 |
| Memoranda | ||
| Gross Fiduciary activities income | $215,000 | 464 |
| 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 | $407,000 | 426 |
| Number of Managed Accounts | $247,000 | 447 |
| Number of Non-Managed Accounts | $160,000 | 272 |
| Total fiduciary and related assets | $794,820,000 | 204 |
| Managed Assets ($) | $687,669,000 | 168 |
| Non-managed Assets ($) | $107,151,000 | 243 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,028,000 | 397 |
| 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 | $446,000 | 322 |
| Number of Managed Accounts | $274,000 | 315 |
| Number of Non-Managed Accounts | $172,000 | 194 |
| Total fiduciary and related assets | $813,559,000 | 202 |
| Managed Assets ($) | $709,755,000 | 167 |
| Non-managed Assets ($) | $103,804,000 | 238 |
| Memoranda | ||
| Gross Fiduciary activities income | $759,000 | 390 |
| 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 | $431,000 | 329 |
| Number of Managed Accounts | $259,000 | 324 |
| Number of Non-Managed Accounts | $172,000 | 197 |
| Total fiduciary and related assets | $805,567,000 | 210 |
| Managed Assets ($) | $704,718,000 | 169 |
| Non-managed Assets ($) | $100,849,000 | 244 |
| Memoranda | ||
| Gross Fiduciary activities income | $529,000 | 386 |
| 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 | $435,000 | 334 |
| Number of Managed Accounts | $259,000 | 331 |
| Number of Non-Managed Accounts | $176,000 | 200 |
| Total fiduciary and related assets | $810,844,000 | 210 |
| Managed Assets ($) | $707,492,000 | 168 |
| Non-managed Assets ($) | $103,352,000 | 245 |
| Memoranda | ||
| Gross Fiduciary activities income | $248,000 | 409 |
| 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 | $475,000 | 394 |
| Number of Managed Accounts | $284,000 | 421 |
| Number of Non-Managed Accounts | $191,000 | 262 |
| Total fiduciary and related assets | $782,611,000 | 215 |
| Managed Assets ($) | $726,323,000 | 165 |
| Non-managed Assets ($) | $56,288,000 | 330 |
| Memoranda | ||
| Gross Fiduciary activities income | $897,000 | 421 |
| 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 | $459,000 | 320 |
| Number of Managed Accounts | $266,000 | 322 |
| Number of Non-Managed Accounts | $193,000 | 186 |
| Total fiduciary and related assets | $759,409,000 | 213 |
| Managed Assets ($) | $698,746,000 | 166 |
| Non-managed Assets ($) | $60,663,000 | 270 |
| Memoranda | ||
| Gross Fiduciary activities income | $641,000 | 424 |
| 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 | $448,000 | 328 |
| Number of Managed Accounts | $259,000 | 332 |
| Number of Non-Managed Accounts | $189,000 | 192 |
| Total fiduciary and related assets | $756,423,000 | 212 |
| Managed Assets ($) | $697,645,000 | 168 |
| Non-managed Assets ($) | $58,778,000 | 274 |
| Memoranda | ||
| Gross Fiduciary activities income | $405,000 | 436 |
| 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 | $434,000 | 336 |
| Number of Managed Accounts | $252,000 | 337 |
| Number of Non-Managed Accounts | $182,000 | 196 |
| Total fiduciary and related assets | $762,769,000 | 216 |
| Managed Assets ($) | $710,527,000 | 167 |
| Non-managed Assets ($) | $52,242,000 | 285 |
| Memoranda | ||
| Gross Fiduciary activities income | $202,000 | 450 |
| 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 | $438,000 | 419 |
| Number of Managed Accounts | $254,000 | 460 |
| Number of Non-Managed Accounts | $184,000 | 277 |
| Total fiduciary and related assets | $754,924,000 | 218 |
| Managed Assets ($) | $705,202,000 | 162 |
| Non-managed Assets ($) | $49,722,000 | 343 |
| Memoranda | ||
| Gross Fiduciary activities income | $788,000 | 427 |
| 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 | $399,000 | 336 |
| Number of Managed Accounts | $220,000 | 336 |
| Number of Non-Managed Accounts | $179,000 | 199 |
| Total fiduciary and related assets | $750,355,000 | 206 |
| Managed Assets ($) | $693,999,000 | 157 |
| Non-managed Assets ($) | $56,356,000 | 275 |
| Memoranda | ||
| Gross Fiduciary activities income | $561,000 | 443 |
| 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 | $215,000 | 338 |
| Number of Non-Managed Accounts | $173,000 | 207 |
| Total fiduciary and related assets | $751,475,000 | 208 |
| Managed Assets ($) | $697,677,000 | 153 |
| Non-managed Assets ($) | $53,798,000 | 285 |
| Memoranda | ||
| Gross Fiduciary activities income | $433,000 | 417 |
| 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 | $275,000 | 373 |
| Number of Managed Accounts | $209,000 | 342 |
| Number of Non-Managed Accounts | $66,000 | 294 |
| Total fiduciary and related assets | $735,980,000 | 208 |
| Managed Assets ($) | $713,379,000 | 152 |
| Non-managed Assets ($) | $22,601,000 | 334 |
| Memoranda | ||
| Gross Fiduciary activities income | $217,000 | 411 |
| 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 | $302,000 | 538 |
| Number of Managed Accounts | $223,000 | 497 |
| Number of Non-Managed Accounts | $79,000 | 495 |
| Total fiduciary and related assets | $692,375,000 | 222 |
| Managed Assets ($) | $675,032,000 | 161 |
| Non-managed Assets ($) | $17,343,000 | 557 |
| Memoranda | ||
| Gross Fiduciary activities income | $722,000 | 451 |
| 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 | $297,000 | 379 |
| Number of Managed Accounts | $218,000 | 352 |
| Number of Non-Managed Accounts | $79,000 | 292 |
| Total fiduciary and related assets | $711,641,000 | 223 |
| Managed Assets ($) | $692,589,000 | 162 |
| Non-managed Assets ($) | $19,052,000 | 349 |
| Memoranda | ||
| Gross Fiduciary activities income | $450,000 | 509 |
| 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 | $377,000 | 364 |
| Number of Managed Accounts | $204,000 | 357 |
| Number of Non-Managed Accounts | $173,000 | 234 |
| Total fiduciary and related assets | $741,774,000 | 219 |
| Managed Assets ($) | $699,590,000 | 160 |
| Non-managed Assets ($) | $42,184,000 | 310 |
| Memoranda | ||
| Gross Fiduciary activities income | $300,000 | 511 |
| 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 | $391,000 | 372 |
| Number of Managed Accounts | $208,000 | 366 |
| Number of Non-Managed Accounts | $183,000 | 236 |
| Total fiduciary and related assets | $758,162,000 | 216 |
| Managed Assets ($) | $715,471,000 | 157 |
| Non-managed Assets ($) | $42,691,000 | 315 |
| Memoranda | ||
| Gross Fiduciary activities income | $150,000 | 522 |
| 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 | $434,000 | 451 |
| Number of Managed Accounts | $210,000 | 542 |
| Number of Non-Managed Accounts | $224,000 | 274 |
| Total fiduciary and related assets | $765,018,000 | 217 |
| Managed Assets ($) | $706,533,000 | 158 |
| Non-managed Assets ($) | $58,485,000 | 333 |
| Memoranda | ||
| Gross Fiduciary activities income | $542,000 | 549 |
| 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 | $398,000 | 452 |
| Number of Managed Accounts | $176,000 | 569 |
| Number of Non-Managed Accounts | $222,000 | 269 |
| Total fiduciary and related assets | $765,662,000 | 199 |
| Managed Assets ($) | $689,767,000 | 156 |
| Non-managed Assets ($) | $75,895,000 | 277 |
| Memoranda | ||
| Gross Fiduciary activities income | $509,000 | 593 |
| 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 | $428,000 | 647 |
| 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 | $350,000 | 735 |
| 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 | $308,000 | 772 |
| 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 | $233,000 | 865 |
| 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 | $209,000 | 952 |
| 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 | $165,000 | 1,045 |
| 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 | $149,000 | 1,088 |
| 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 | $144,000 | 1,135 |
| 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 | $140,000 | 1,166 |