Home > Bravera Bank > Fiduciary and Related Services
Bravera Bank, Fiduciary and Related Services
| 2025-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 5 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,341,000 | 196 |
| Number of Managed Accounts | $1,099,000 | 195 |
| Number of Non-Managed Accounts | $242,000 | 124 |
| Total fiduciary and related assets | $2,016,153,000 | 191 |
| Managed Assets ($) | $1,931,713,000 | 153 |
| Non-managed Assets ($) | $84,440,000 | 263 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,013,000 | 187 |
| 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 | $1,314,000 | 209 |
| Number of Managed Accounts | $1,083,000 | 200 |
| Number of Non-Managed Accounts | $231,000 | 151 |
| Total fiduciary and related assets | $1,989,708,000 | 195 |
| Managed Assets ($) | $1,905,287,000 | 155 |
| Non-managed Assets ($) | $84,421,000 | 305 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,623,000 | 199 |
| 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 | $1,278,000 | 205 |
| Number of Managed Accounts | $1,059,000 | 198 |
| Number of Non-Managed Accounts | $219,000 | 128 |
| Total fiduciary and related assets | $1,924,703,000 | 195 |
| Managed Assets ($) | $1,841,818,000 | 160 |
| Non-managed Assets ($) | $82,885,000 | 264 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,824,000 | 201 |
| 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 | $1,286,000 | 204 |
| Number of Managed Accounts | $1,064,000 | 197 |
| Number of Non-Managed Accounts | $222,000 | 141 |
| Total fiduciary and related assets | $1,818,778,000 | 202 |
| Managed Assets ($) | $1,739,898,000 | 163 |
| Non-managed Assets ($) | $78,880,000 | 297 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,193,000 | 202 |
| 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 | $1,277,000 | 205 |
| Number of Managed Accounts | $1,054,000 | 197 |
| Number of Non-Managed Accounts | $223,000 | 132 |
| Total fiduciary and related assets | $1,786,401,000 | 205 |
| Managed Assets ($) | $1,707,130,000 | 163 |
| Non-managed Assets ($) | $79,271,000 | 265 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,615,000 | 179 |
| 2023-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 4 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,239,000 | 208 |
| Number of Managed Accounts | $1,034,000 | 200 |
| Number of Non-Managed Accounts | $205,000 | 162 |
| Total fiduciary and related assets | $1,702,392,000 | 200 |
| Managed Assets ($) | $1,624,650,000 | 159 |
| Non-managed Assets ($) | $77,742,000 | 306 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,071,000 | 188 |
| 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 | $1,236,000 | 199 |
| Number of Managed Accounts | $1,031,000 | 192 |
| Number of Non-Managed Accounts | $205,000 | 133 |
| Total fiduciary and related assets | $1,581,712,000 | 200 |
| Managed Assets ($) | $1,506,725,000 | 163 |
| Non-managed Assets ($) | $74,987,000 | 255 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,672,000 | 192 |
| 2023-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 3 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,238,000 | 199 |
| Number of Managed Accounts | $1,035,000 | 190 |
| Number of Non-Managed Accounts | $203,000 | 150 |
| Total fiduciary and related assets | $1,597,265,000 | 195 |
| Managed Assets ($) | $1,522,833,000 | 161 |
| Non-managed Assets ($) | $74,432,000 | 289 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,399,000 | 187 |
| 2023-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,203,000 | 209 |
| Number of Managed Accounts | $1,000,000 | 197 |
| Number of Non-Managed Accounts | $203,000 | 141 |
| Total fiduciary and related assets | $1,527,874,000 | 205 |
| Managed Assets ($) | $1,455,043,000 | 169 |
| Non-managed Assets ($) | $72,831,000 | 259 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,153,000 | 194 |
| 2022-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,147,000 | 226 |
| Number of Managed Accounts | $965,000 | 211 |
| Number of Non-Managed Accounts | $182,000 | 187 |
| Total fiduciary and related assets | $1,433,246,000 | 209 |
| Managed Assets ($) | $1,367,766,000 | 172 |
| Non-managed Assets ($) | $65,480,000 | 327 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,498,000 | 197 |
| 2022-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,135,000 | 223 |
| Number of Managed Accounts | $953,000 | 204 |
| Number of Non-Managed Accounts | $182,000 | 155 |
| Total fiduciary and related assets | $1,343,452,000 | 208 |
| Managed Assets ($) | $1,277,820,000 | 175 |
| Non-managed Assets ($) | $65,632,000 | 274 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,475,000 | 195 |
| 2022-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,118,000 | 202 |
| Number of Managed Accounts | $933,000 | 195 |
| Number of Non-Managed Accounts | $185,000 | 142 |
| Total fiduciary and related assets | $1,357,992,000 | 178 |
| Managed Assets ($) | $1,294,498,000 | 149 |
| Non-managed Assets ($) | $63,494,000 | 268 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,375,000 | 166 |
| 2022-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,122,000 | 201 |
| Number of Managed Accounts | $937,000 | 188 |
| Number of Non-Managed Accounts | $185,000 | 137 |
| Total fiduciary and related assets | $1,480,667,000 | 178 |
| Managed Assets ($) | $1,415,623,000 | 152 |
| Non-managed Assets ($) | $65,044,000 | 242 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,277,000 | 161 |
| 2021-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,101,000 | 211 |
| Number of Managed Accounts | $933,000 | 195 |
| Number of Non-Managed Accounts | $168,000 | 174 |
| Total fiduciary and related assets | $1,536,679,000 | 183 |
| Managed Assets ($) | $1,474,284,000 | 153 |
| Non-managed Assets ($) | $62,395,000 | 314 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,567,000 | 171 |
| 2021-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,114,000 | 204 |
| Number of Managed Accounts | $934,000 | 190 |
| Number of Non-Managed Accounts | $180,000 | 136 |
| Total fiduciary and related assets | $1,454,991,000 | 184 |
| Managed Assets ($) | $1,396,176,000 | 155 |
| Non-managed Assets ($) | $58,815,000 | 246 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,274,000 | 173 |
| 2021-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,110,000 | 205 |
| Number of Managed Accounts | $926,000 | 201 |
| Number of Non-Managed Accounts | $184,000 | 139 |
| Total fiduciary and related assets | $1,457,945,000 | 183 |
| Managed Assets ($) | $1,399,286,000 | 155 |
| Non-managed Assets ($) | $58,659,000 | 283 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,160,000 | 171 |
| 2021-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,105,000 | 203 |
| Number of Managed Accounts | $920,000 | 197 |
| Number of Non-Managed Accounts | $185,000 | 136 |
| Total fiduciary and related assets | $1,394,879,000 | 183 |
| Managed Assets ($) | $1,337,504,000 | 156 |
| Non-managed Assets ($) | $57,375,000 | 248 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,097,000 | 171 |
| 2020-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,081,000 | 211 |
| Number of Managed Accounts | $907,000 | 205 |
| Number of Non-Managed Accounts | $174,000 | 175 |
| Total fiduciary and related assets | $1,366,156,000 | 185 |
| Managed Assets ($) | $1,308,135,000 | 157 |
| Non-managed Assets ($) | $58,021,000 | 318 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,510,000 | 172 |
| 2020-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,065,000 | 203 |
| Number of Managed Accounts | $889,000 | 198 |
| Number of Non-Managed Accounts | $176,000 | 141 |
| Total fiduciary and related assets | $1,233,088,000 | 188 |
| Managed Assets ($) | $1,182,733,000 | 157 |
| Non-managed Assets ($) | $50,355,000 | 251 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,471,000 | 175 |
| 2020-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,063,000 | 211 |
| Number of Managed Accounts | $882,000 | 205 |
| Number of Non-Managed Accounts | $181,000 | 144 |
| Total fiduciary and related assets | $1,165,351,000 | 193 |
| Managed Assets ($) | $1,113,736,000 | 159 |
| Non-managed Assets ($) | $51,615,000 | 284 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,694,000 | 171 |
| 2020-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,066,000 | 203 |
| Number of Managed Accounts | $885,000 | 194 |
| Number of Non-Managed Accounts | $181,000 | 140 |
| Total fiduciary and related assets | $1,043,517,000 | 194 |
| Managed Assets ($) | $994,297,000 | 160 |
| Non-managed Assets ($) | $49,220,000 | 248 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,964,000 | 166 |
| 2019-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,045,000 | 222 |
| Number of Managed Accounts | $870,000 | 208 |
| Number of Non-Managed Accounts | $175,000 | 185 |
| Total fiduciary and related assets | $1,173,953,000 | 192 |
| Managed Assets ($) | $1,122,940,000 | 162 |
| Non-managed Assets ($) | $51,013,000 | 324 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,853,000 | 179 |
| 2019-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,035,000 | 212 |
| Number of Managed Accounts | $869,000 | 201 |
| Number of Non-Managed Accounts | $166,000 | 147 |
| Total fiduciary and related assets | $1,123,738,000 | 195 |
| Managed Assets ($) | $1,076,824,000 | 161 |
| Non-managed Assets ($) | $46,914,000 | 261 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,062,000 | 179 |
| 2019-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,031,000 | 218 |
| Number of Managed Accounts | $863,000 | 205 |
| Number of Non-Managed Accounts | $168,000 | 152 |
| Total fiduciary and related assets | $1,112,576,000 | 195 |
| Managed Assets ($) | $1,064,029,000 | 160 |
| Non-managed Assets ($) | $48,547,000 | 282 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,359,000 | 178 |
| 2019-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,022,000 | 221 |
| Number of Managed Accounts | $850,000 | 206 |
| Number of Non-Managed Accounts | $172,000 | 154 |
| Total fiduciary and related assets | $1,042,166,000 | 200 |
| Managed Assets ($) | $995,877,000 | 162 |
| Non-managed Assets ($) | $46,289,000 | 288 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,687,000 | 179 |
| 2018-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,025,000 | 225 |
| Number of Managed Accounts | $857,000 | 206 |
| Number of Non-Managed Accounts | $168,000 | 193 |
| Total fiduciary and related assets | $971,365,000 | 199 |
| Managed Assets ($) | $927,817,000 | 161 |
| Non-managed Assets ($) | $43,548,000 | 350 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,769,000 | 180 |
| 2018-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,021,000 | 218 |
| Number of Managed Accounts | $851,000 | 205 |
| Number of Non-Managed Accounts | $170,000 | 154 |
| Total fiduciary and related assets | $1,070,019,000 | 199 |
| Managed Assets ($) | $1,025,528,000 | 159 |
| Non-managed Assets ($) | $44,491,000 | 295 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,074,000 | 181 |
| 2018-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,020,000 | 217 |
| Number of Managed Accounts | $846,000 | 206 |
| Number of Non-Managed Accounts | $174,000 | 154 |
| Total fiduciary and related assets | $1,036,798,000 | 201 |
| Managed Assets ($) | $992,370,000 | 159 |
| Non-managed Assets ($) | $44,428,000 | 294 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,397,000 | 177 |
| 2018-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,043,000 | 216 |
| Number of Managed Accounts | $867,000 | 202 |
| Number of Non-Managed Accounts | $176,000 | 156 |
| Total fiduciary and related assets | $1,016,137,000 | 200 |
| Managed Assets ($) | $979,078,000 | 158 |
| Non-managed Assets ($) | $37,059,000 | 303 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,745,000 | 179 |
| 2017-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,045,000 | 223 |
| Number of Managed Accounts | $861,000 | 206 |
| Number of Non-Managed Accounts | $184,000 | 190 |
| Total fiduciary and related assets | $1,083,167,000 | 198 |
| Managed Assets ($) | $1,045,616,000 | 156 |
| Non-managed Assets ($) | $37,551,000 | 367 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,365,000 | 180 |
| 2017-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,040,000 | 213 |
| Number of Managed Accounts | $850,000 | 203 |
| Number of Non-Managed Accounts | $190,000 | 150 |
| Total fiduciary and related assets | $1,057,657,000 | 195 |
| Managed Assets ($) | $1,015,182,000 | 153 |
| Non-managed Assets ($) | $42,475,000 | 292 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,654,000 | 182 |
| 2017-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,026,000 | 213 |
| Number of Managed Accounts | $838,000 | 205 |
| Number of Non-Managed Accounts | $188,000 | 152 |
| Total fiduciary and related assets | $1,007,853,000 | 196 |
| Managed Assets ($) | $967,888,000 | 154 |
| Non-managed Assets ($) | $39,965,000 | 294 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,995,000 | 187 |
| 2017-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,034,000 | 210 |
| Number of Managed Accounts | $840,000 | 203 |
| Number of Non-Managed Accounts | $194,000 | 144 |
| Total fiduciary and related assets | $920,043,000 | 201 |
| Managed Assets ($) | $877,626,000 | 162 |
| Non-managed Assets ($) | $42,417,000 | 290 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,525,000 | 182 |
| 2016-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,019,000 | 215 |
| Number of Managed Accounts | $828,000 | 206 |
| Number of Non-Managed Accounts | $191,000 | 185 |
| Total fiduciary and related assets | $890,287,000 | 200 |
| Managed Assets ($) | $849,052,000 | 161 |
| Non-managed Assets ($) | $41,235,000 | 352 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,496,000 | 186 |
| 2016-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,023,000 | 208 |
| Number of Managed Accounts | $829,000 | 203 |
| Number of Non-Managed Accounts | $194,000 | 149 |
| Total fiduciary and related assets | $878,497,000 | 202 |
| Managed Assets ($) | $838,929,000 | 164 |
| Non-managed Assets ($) | $39,568,000 | 295 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,005,000 | 188 |
| 2016-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,088,000 | 200 |
| Number of Managed Accounts | $889,000 | 189 |
| Number of Non-Managed Accounts | $199,000 | 150 |
| Total fiduciary and related assets | $845,106,000 | 204 |
| Managed Assets ($) | $807,112,000 | 164 |
| Non-managed Assets ($) | $37,994,000 | 301 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,677,000 | 187 |
| 2016-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,099,000 | 196 |
| Number of Managed Accounts | $896,000 | 187 |
| Number of Non-Managed Accounts | $203,000 | 149 |
| Total fiduciary and related assets | $826,474,000 | 205 |
| Managed Assets ($) | $787,751,000 | 166 |
| Non-managed Assets ($) | $38,723,000 | 297 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,339,000 | 188 |
| 2015-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,111,000 | 203 |
| Number of Managed Accounts | $909,000 | 184 |
| Number of Non-Managed Accounts | $202,000 | 189 |
| Total fiduciary and related assets | $815,921,000 | 207 |
| Managed Assets ($) | $777,591,000 | 166 |
| Non-managed Assets ($) | $38,330,000 | 357 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,273,000 | 189 |
| 2015-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,145,000 | 190 |
| Number of Managed Accounts | $940,000 | 179 |
| Number of Non-Managed Accounts | $205,000 | 147 |
| Total fiduciary and related assets | $811,189,000 | 206 |
| Managed Assets ($) | $774,047,000 | 164 |
| Non-managed Assets ($) | $37,142,000 | 296 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,913,000 | 193 |
| 2015-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,141,000 | 190 |
| Number of Managed Accounts | $935,000 | 178 |
| Number of Non-Managed Accounts | $206,000 | 144 |
| Total fiduciary and related assets | $833,797,000 | 209 |
| Managed Assets ($) | $796,310,000 | 166 |
| Non-managed Assets ($) | $37,487,000 | 302 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,540,000 | 200 |
| 2015-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,119,000 | 193 |
| Number of Managed Accounts | $920,000 | 177 |
| Number of Non-Managed Accounts | $199,000 | 151 |
| Total fiduciary and related assets | $828,271,000 | 208 |
| Managed Assets ($) | $789,502,000 | 165 |
| Non-managed Assets ($) | $38,769,000 | 305 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,311,000 | 197 |
| 2014-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,053,000 | 208 |
| Number of Managed Accounts | $903,000 | 182 |
| Number of Non-Managed Accounts | $150,000 | 235 |
| Total fiduciary and related assets | $757,121,000 | 213 |
| Managed Assets ($) | $727,135,000 | 174 |
| Non-managed Assets ($) | $29,986,000 | 404 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,508,000 | 211 |
| 2014-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,043,000 | 205 |
| Number of Managed Accounts | $878,000 | 186 |
| Number of Non-Managed Accounts | $165,000 | 160 |
| Total fiduciary and related assets | $733,553,000 | 218 |
| Managed Assets ($) | $703,499,000 | 174 |
| Non-managed Assets ($) | $30,054,000 | 309 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,378,000 | 209 |
| 2014-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,027,000 | 206 |
| Number of Managed Accounts | $867,000 | 187 |
| Number of Non-Managed Accounts | $160,000 | 161 |
| Total fiduciary and related assets | $723,282,000 | 218 |
| Managed Assets ($) | $694,712,000 | 172 |
| Non-managed Assets ($) | $28,570,000 | 312 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,193,000 | 212 |
| 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 | $992,000 | 214 |
| Number of Managed Accounts | $840,000 | 189 |
| Number of Non-Managed Accounts | $152,000 | 168 |
| Total fiduciary and related assets | $667,284,000 | 231 |
| Managed Assets ($) | $638,795,000 | 179 |
| Non-managed Assets ($) | $28,489,000 | 316 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,091,000 | 212 |
| 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 | $967,000 | 227 |
| Number of Managed Accounts | $824,000 | 192 |
| Number of Non-Managed Accounts | $143,000 | 242 |
| Total fiduciary and related assets | $631,560,000 | 234 |
| Managed Assets ($) | $604,332,000 | 187 |
| Non-managed Assets ($) | $27,228,000 | 427 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,972,000 | 216 |
| 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 | $932,000 | 217 |
| Number of Managed Accounts | $790,000 | 192 |
| Number of Non-Managed Accounts | $142,000 | 177 |
| Total fiduciary and related assets | $639,665,000 | 224 |
| Managed Assets ($) | $614,256,000 | 173 |
| Non-managed Assets ($) | $25,409,000 | 309 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,885,000 | 216 |
| 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 | $936,000 | 212 |
| Number of Managed Accounts | $673,000 | 217 |
| Number of Non-Managed Accounts | $263,000 | 135 |
| Total fiduciary and related assets | $596,295,000 | 235 |
| Managed Assets ($) | $264,329,000 | 297 |
| Non-managed Assets ($) | $331,966,000 | 136 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,902,000 | 216 |
| 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 | $916,000 | 219 |
| Number of Managed Accounts | $656,000 | 224 |
| Number of Non-Managed Accounts | $260,000 | 135 |
| Total fiduciary and related assets | $589,423,000 | 238 |
| Managed Assets ($) | $264,923,000 | 294 |
| Non-managed Assets ($) | $324,500,000 | 134 |
| Memoranda | ||
| Gross Fiduciary activities income | $952,000 | 214 |
| 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 | $859,000 | 245 |
| Number of Managed Accounts | $603,000 | 247 |
| Number of Non-Managed Accounts | $256,000 | 181 |
| Total fiduciary and related assets | $553,065,000 | 243 |
| Managed Assets ($) | $232,444,000 | 311 |
| Non-managed Assets ($) | $320,621,000 | 131 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,025,000 | 236 |
| 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 | $839,000 | 232 |
| Number of Managed Accounts | $589,000 | 234 |
| Number of Non-Managed Accounts | $250,000 | 134 |
| Total fiduciary and related assets | $507,709,000 | 251 |
| Managed Assets ($) | $200,372,000 | 316 |
| Non-managed Assets ($) | $307,337,000 | 132 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,233,000 | 239 |
| 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 | $831,000 | 230 |
| Number of Managed Accounts | $589,000 | 231 |
| Number of Non-Managed Accounts | $242,000 | 137 |
| Total fiduciary and related assets | $485,673,000 | 252 |
| Managed Assets ($) | $198,171,000 | 311 |
| Non-managed Assets ($) | $287,502,000 | 137 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,458,000 | 243 |
| 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 | $810,000 | 233 |
| Number of Managed Accounts | $565,000 | 234 |
| Number of Non-Managed Accounts | $245,000 | 136 |
| Total fiduciary and related assets | $483,451,000 | 252 |
| Managed Assets ($) | $194,615,000 | 317 |
| Non-managed Assets ($) | $288,836,000 | 136 |
| Memoranda | ||
| Gross Fiduciary activities income | $735,000 | 245 |
| 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 | $784,000 | 259 |
| Number of Managed Accounts | $552,000 | 257 |
| Number of Non-Managed Accounts | $232,000 | 182 |
| Total fiduciary and related assets | $439,149,000 | 258 |
| Managed Assets ($) | $188,135,000 | 335 |
| Non-managed Assets ($) | $251,014,000 | 143 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,709,000 | 215 |
| 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 | $750,000 | 245 |
| Number of Managed Accounts | $532,000 | 241 |
| Number of Non-Managed Accounts | $218,000 | 147 |
| Total fiduciary and related assets | $402,953,000 | 262 |
| Managed Assets ($) | $174,320,000 | 318 |
| Non-managed Assets ($) | $228,633,000 | 143 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,083,000 | 211 |
| 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 | $746,000 | 249 |
| Number of Managed Accounts | $534,000 | 241 |
| Number of Non-Managed Accounts | $212,000 | 152 |
| Total fiduciary and related assets | $447,182,000 | 257 |
| Managed Assets ($) | $185,013,000 | 322 |
| Non-managed Assets ($) | $262,169,000 | 141 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,322,000 | 222 |
| 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 | $733,000 | 251 |
| Number of Managed Accounts | $525,000 | 243 |
| Number of Non-Managed Accounts | $208,000 | 155 |
| Total fiduciary and related assets | $433,871,000 | 260 |
| Managed Assets ($) | $180,974,000 | 328 |
| Non-managed Assets ($) | $252,897,000 | 147 |
| Memoranda | ||
| Gross Fiduciary activities income | $683,000 | 220 |
| 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 | $726,000 | 276 |
| Number of Managed Accounts | $517,000 | 270 |
| Number of Non-Managed Accounts | $209,000 | 214 |
| Total fiduciary and related assets | $411,816,000 | 266 |
| Managed Assets ($) | $175,786,000 | 358 |
| Non-managed Assets ($) | $236,030,000 | 151 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,137,000 | 248 |
| 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 | $712,000 | 253 |
| Number of Managed Accounts | $510,000 | 242 |
| Number of Non-Managed Accounts | $202,000 | 157 |
| Total fiduciary and related assets | $383,329,000 | 263 |
| Managed Assets ($) | $166,561,000 | 316 |
| Non-managed Assets ($) | $216,768,000 | 153 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,583,000 | 246 |
| 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 | $694,000 | 260 |
| Number of Managed Accounts | $492,000 | 248 |
| Number of Non-Managed Accounts | $202,000 | 156 |
| Total fiduciary and related assets | $351,065,000 | 268 |
| Managed Assets ($) | $154,679,000 | 317 |
| Non-managed Assets ($) | $196,386,000 | 156 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,048,000 | 252 |
| 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 | $686,000 | 263 |
| Number of Managed Accounts | $482,000 | 253 |
| Number of Non-Managed Accounts | $204,000 | 157 |
| Total fiduciary and related assets | $369,798,000 | 265 |
| Managed Assets ($) | $160,213,000 | 320 |
| Non-managed Assets ($) | $209,585,000 | 159 |
| Memoranda | ||
| Gross Fiduciary activities income | $526,000 | 251 |
| 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 | $683,000 | 304 |
| Number of Managed Accounts | $461,000 | 299 |
| Number of Non-Managed Accounts | $222,000 | 208 |
| Total fiduciary and related assets | $350,800,000 | 273 |
| Managed Assets ($) | $154,393,000 | 370 |
| Non-managed Assets ($) | $196,407,000 | 165 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,722,000 | 277 |
| 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 | $677,000 | 262 |
| Number of Managed Accounts | $460,000 | 255 |
| Number of Non-Managed Accounts | $217,000 | 153 |
| Total fiduciary and related assets | $344,259,000 | 276 |
| Managed Assets ($) | $147,354,000 | 314 |
| Non-managed Assets ($) | $196,905,000 | 154 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,221,000 | 282 |
| 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 | $672,000 | 268 |
| Number of Managed Accounts | $455,000 | 258 |
| Number of Non-Managed Accounts | $217,000 | 157 |
| Total fiduciary and related assets | $308,937,000 | 291 |
| Managed Assets ($) | $137,558,000 | 320 |
| Non-managed Assets ($) | $171,379,000 | 162 |
| Memoranda | ||
| Gross Fiduciary activities income | $788,000 | 288 |
| 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 | $200,000 | 442 |
| 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 | $341,000 | 479 |
| Number of Managed Accounts | $230,000 | 476 |
| Number of Non-Managed Accounts | $111,000 | 333 |
| Total fiduciary and related assets | $142,121,000 | 461 |
| Managed Assets ($) | $65,791,000 | 566 |
| Non-managed Assets ($) | $76,330,000 | 249 |
| Memoranda | ||
| Gross Fiduciary activities income | $898,000 | 433 |
| 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 | $691,000 | 432 |
| 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 | $464,000 | 440 |
| 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 | $236,000 | 438 |
| 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 | $325,000 | 499 |
| Number of Managed Accounts | $211,000 | 505 |
| Number of Non-Managed Accounts | $114,000 | 336 |
| Total fiduciary and related assets | $174,029,000 | 465 |
| Managed Assets ($) | $72,424,000 | 593 |
| Non-managed Assets ($) | $101,605,000 | 242 |
| Memoranda | ||
| Gross Fiduciary activities income | $872,000 | 456 |
| 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 | $0 | 444 |
| Number of Managed Accounts | $0 | 421 |
| Number of Non-Managed Accounts | $0 | 417 |
| Total fiduciary and related assets | $0 | 443 |
| Managed Assets ($) | $0 | 421 |
| Non-managed Assets ($) | $0 | 416 |
| Memoranda | ||
| Gross Fiduciary activities income | $634,000 | 460 |
| 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 | $0 | 450 |
| Number of Managed Accounts | $0 | 427 |
| Number of Non-Managed Accounts | $0 | 422 |
| Total fiduciary and related assets | $0 | 449 |
| Managed Assets ($) | $0 | 427 |
| Non-managed Assets ($) | $0 | 421 |
| Memoranda | ||
| Gross Fiduciary activities income | $401,000 | 480 |
| 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 | $0 | 451 |
| Number of Managed Accounts | $0 | 427 |
| Number of Non-Managed Accounts | $0 | 425 |
| Total fiduciary and related assets | $0 | 450 |
| Managed Assets ($) | $0 | 427 |
| Non-managed Assets ($) | $0 | 424 |
| Memoranda | ||
| Gross Fiduciary activities income | $196,000 | 486 |
| 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 | $305,000 | 504 |
| Number of Managed Accounts | $204,000 | 511 |
| Number of Non-Managed Accounts | $101,000 | 366 |
| Total fiduciary and related assets | $145,136,000 | 496 |
| Managed Assets ($) | $65,856,000 | 612 |
| Non-managed Assets ($) | $79,280,000 | 280 |
| Memoranda | ||
| Gross Fiduciary activities income | $657,000 | 519 |
| 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 | $0 | 432 |
| Number of Managed Accounts | $0 | 409 |
| Number of Non-Managed Accounts | $0 | 409 |
| Total fiduciary and related assets | $0 | 431 |
| Managed Assets ($) | $0 | 409 |
| Non-managed Assets ($) | $0 | 408 |
| Memoranda | ||
| Gross Fiduciary activities income | $485,000 | 527 |
| 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 | $0 | 435 |
| Number of Managed Accounts | $0 | 413 |
| Number of Non-Managed Accounts | $0 | 412 |
| Total fiduciary and related assets | $0 | 434 |
| Managed Assets ($) | $0 | 413 |
| Non-managed Assets ($) | $0 | 411 |
| Memoranda | ||
| Gross Fiduciary activities income | $322,000 | 526 |
| 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 | $0 | 458 |
| Number of Managed Accounts | $0 | 437 |
| Number of Non-Managed Accounts | $0 | 423 |
| Total fiduciary and related assets | $0 | 457 |
| Managed Assets ($) | $0 | 437 |
| Non-managed Assets ($) | $0 | 422 |
| Memoranda | ||
| Gross Fiduciary activities income | $160,000 | 534 |
| 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 | $296,000 | 530 |
| Number of Managed Accounts | $208,000 | 521 |
| Number of Non-Managed Accounts | $88,000 | 412 |
| Total fiduciary and related assets | $116,918,000 | 557 |
| Managed Assets ($) | $51,520,000 | 670 |
| Non-managed Assets ($) | $65,398,000 | 304 |
| Memoranda | ||
| Gross Fiduciary activities income | $524,000 | 573 |
| 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 | $278,000 | 360 |
| Number of Managed Accounts | $196,000 | 339 |
| Number of Non-Managed Accounts | $82,000 | 258 |
| Total fiduciary and related assets | $113,090,000 | 385 |
| Managed Assets ($) | $49,956,000 | 368 |
| Non-managed Assets ($) | $63,134,000 | 264 |
| Memoranda | ||
| Gross Fiduciary activities income | $383,000 | 569 |
| 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 | $261,000 | 375 |
| Number of Managed Accounts | $190,000 | 354 |
| Number of Non-Managed Accounts | $71,000 | 276 |
| Total fiduciary and related assets | $102,229,000 | 403 |
| Managed Assets ($) | $46,487,000 | 384 |
| Non-managed Assets ($) | $55,742,000 | 276 |
| Memoranda | ||
| Gross Fiduciary activities income | $254,000 | 579 |
| 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 | $253,000 | 380 |
| Number of Managed Accounts | $187,000 | 356 |
| Number of Non-Managed Accounts | $66,000 | 280 |
| Total fiduciary and related assets | $98,138,000 | 406 |
| Managed Assets ($) | $44,662,000 | 386 |
| Non-managed Assets ($) | $53,476,000 | 280 |
| Memoranda | ||
| Gross Fiduciary activities income | $128,000 | 590 |
| 2004-12-31 | Rank | |
| Fiduciary powers granted | $0 | 2,574 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $235,000 | 621 |
| Number of Managed Accounts | $180,000 | 561 |
| Number of Non-Managed Accounts | $55,000 | 565 |
| Total fiduciary and related assets | $93,651,000 | 604 |
| Managed Assets ($) | $42,353,000 | 702 |
| Non-managed Assets ($) | $51,298,000 | 337 |
| Memoranda | ||
| Gross Fiduciary activities income | $430,000 | 613 |
| 2004-09-30 | Rank | |
| Fiduciary powers granted | $0 | 2,582 |
| Fiduciary power exercised | $0 | 1,908 |
| Fiduciary or related activity | $0 | 1,824 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 453 |
| Number of Managed Accounts | $0 | 424 |
| Number of Non-Managed Accounts | $0 | 423 |
| Total fiduciary and related assets | $0 | 451 |
| Managed Assets ($) | $0 | 424 |
| Non-managed Assets ($) | $0 | 421 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,547 |
| 2004-06-30 | Rank | |
| Fiduciary powers granted | $0 | 2,602 |
| Fiduciary power exercised | $0 | 1,920 |
| Fiduciary or related activity | $0 | 1,840 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 462 |
| Number of Managed Accounts | $0 | 429 |
| Number of Non-Managed Accounts | $0 | 432 |
| Total fiduciary and related assets | $0 | 459 |
| Managed Assets ($) | $0 | 429 |
| Non-managed Assets ($) | $0 | 429 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,518 |
| 2004-03-31 | Rank | |
| Fiduciary powers granted | $0 | 2,610 |
| Fiduciary power exercised | $0 | 1,930 |
| Fiduciary or related activity | $0 | 1,848 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 473 |
| Number of Managed Accounts | $0 | 438 |
| Number of Non-Managed Accounts | $0 | 438 |
| Total fiduciary and related assets | $0 | 471 |
| Managed Assets ($) | $0 | 438 |
| Non-managed Assets ($) | $0 | 436 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,441 |
| 2003-12-31 | Rank | |
| Fiduciary powers granted | $0 | 2,631 |
| Fiduciary power exercised | $0 | 1,948 |
| Fiduciary or related activity | $0 | 1,873 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,865 |
| Number of Managed Accounts | $0 | 1,742 |
| Number of Non-Managed Accounts | $0 | 1,417 |
| Total fiduciary and related assets | $0 | 1,862 |
| Managed Assets ($) | $0 | 1,742 |
| Non-managed Assets ($) | $0 | 1,404 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,641 |
| 2003-09-30 | Rank | |
| Fiduciary powers granted | $0 | 2,649 |
| Fiduciary power exercised | $0 | 1,971 |
| Fiduciary or related activity | $0 | 1,895 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 473 |
| Number of Managed Accounts | $0 | 442 |
| Number of Non-Managed Accounts | $0 | 446 |
| Total fiduciary and related assets | $0 | 472 |
| Managed Assets ($) | $0 | 442 |
| Non-managed Assets ($) | $0 | 445 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,599 |
| 2003-06-30 | Rank | |
| Fiduciary powers granted | $0 | 2,665 |
| Fiduciary power exercised | $0 | 1,985 |
| Fiduciary or related activity | $0 | 1,908 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 474 |
| Number of Managed Accounts | $0 | 446 |
| Number of Non-Managed Accounts | $0 | 448 |
| Total fiduciary and related assets | $0 | 473 |
| Managed Assets ($) | $0 | 446 |
| Non-managed Assets ($) | $0 | 447 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,577 |
| 2003-03-31 | Rank | |
| Fiduciary powers granted | $0 | 2,686 |
| Fiduciary power exercised | $0 | 2,011 |
| Fiduciary or related activity | $0 | 1,921 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 491 |
| Number of Managed Accounts | $0 | 461 |
| Number of Non-Managed Accounts | $0 | 460 |
| Total fiduciary and related assets | $0 | 490 |
| Managed Assets ($) | $0 | 461 |
| Non-managed Assets ($) | $0 | 458 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,504 |
| 2002-12-31 | Rank | |
| Fiduciary powers granted | $0 | 2,699 |
| Fiduciary power exercised | $0 | 2,027 |
| Fiduciary or related activity | $0 | 1,927 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,919 |
| Number of Managed Accounts | $0 | 1,796 |
| Number of Non-Managed Accounts | $0 | 1,465 |
| Total fiduciary and related assets | $0 | 1,916 |
| Managed Assets ($) | $0 | 1,796 |
| Non-managed Assets ($) | $0 | 1,452 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,713 |
| 2001-12-31 | Rank | |
| Fiduciary powers granted | $0 | 2,623 |
| Fiduciary power exercised | $0 | 1,948 |
| Fiduciary or related activity | $0 | 1,876 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,869 |
| Number of Managed Accounts | $0 | 1,766 |
| Number of Non-Managed Accounts | $0 | 1,385 |
| Total fiduciary and related assets | $0 | 1,865 |
| Managed Assets ($) | $0 | 1,766 |
| Non-managed Assets ($) | $0 | 1,377 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,731 |
| 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 | $0 | 1,332 |
| 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 | $0 | 1,380 |
| 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 | $0 | 1,398 |
| 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 | NA | NA |
| 1996-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1995-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1994-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1993-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | NA | NA |