Home > Broadway National Bank > Fiduciary and Related Services
Broadway National Bank, Fiduciary and Related Services
| 2023-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 4 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,733,000 | 156 |
| Number of Managed Accounts | $1,714,000 | 123 |
| Number of Non-Managed Accounts | $19,000 | 536 |
| Total fiduciary and related assets | $3,084,073,000 | 142 |
| Managed Assets ($) | $3,077,051,000 | 102 |
| Non-managed Assets ($) | $7,022,000 | 567 |
| Memoranda | ||
| Gross Fiduciary activities income | $19,399,000 | 119 |
| 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 | $1,731,000 | 152 |
| Number of Managed Accounts | $1,712,000 | 120 |
| Number of Non-Managed Accounts | $19,000 | 304 |
| Total fiduciary and related assets | $3,036,953,000 | 138 |
| Managed Assets ($) | $3,031,138,000 | 105 |
| Non-managed Assets ($) | $5,815,000 | 339 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,572,000 | 118 |
| 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 | $1,730,000 | 155 |
| Number of Managed Accounts | $1,710,000 | 124 |
| Number of Non-Managed Accounts | $20,000 | 352 |
| Total fiduciary and related assets | $3,073,439,000 | 138 |
| Managed Assets ($) | $3,068,417,000 | 100 |
| Non-managed Assets ($) | $5,022,000 | 404 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,585,000 | 117 |
| 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 | $1,687,000 | 163 |
| Number of Managed Accounts | $1,668,000 | 130 |
| Number of Non-Managed Accounts | $19,000 | 316 |
| Total fiduciary and related assets | $2,974,581,000 | 147 |
| Managed Assets ($) | $2,969,120,000 | 105 |
| Non-managed Assets ($) | $5,461,000 | 349 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,816,000 | 118 |
| 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 | $1,642,000 | 169 |
| Number of Managed Accounts | $1,622,000 | 137 |
| Number of Non-Managed Accounts | $20,000 | 558 |
| Total fiduciary and related assets | $2,747,311,000 | 155 |
| Managed Assets ($) | $2,741,491,000 | 110 |
| Non-managed Assets ($) | $5,820,000 | 606 |
| Memoranda | ||
| Gross Fiduciary activities income | $18,160,000 | 126 |
| 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 | $1,606,000 | 170 |
| Number of Managed Accounts | $1,586,000 | 140 |
| Number of Non-Managed Accounts | $20,000 | 322 |
| Total fiduciary and related assets | $2,545,074,000 | 156 |
| Managed Assets ($) | $2,539,300,000 | 114 |
| Non-managed Assets ($) | $5,774,000 | 356 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,691,000 | 127 |
| 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 | $1,590,000 | 151 |
| Number of Managed Accounts | $1,570,000 | 128 |
| Number of Non-Managed Accounts | $20,000 | 337 |
| Total fiduciary and related assets | $2,601,918,000 | 127 |
| Managed Assets ($) | $2,596,061,000 | 94 |
| Non-managed Assets ($) | $5,857,000 | 377 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,162,000 | 107 |
| 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 | $1,582,000 | 154 |
| Number of Managed Accounts | $1,559,000 | 131 |
| Number of Non-Managed Accounts | $23,000 | 282 |
| Total fiduciary and related assets | $2,856,124,000 | 129 |
| Managed Assets ($) | $2,850,115,000 | 94 |
| Non-managed Assets ($) | $6,009,000 | 319 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,683,000 | 108 |
| 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 | $1,565,000 | 159 |
| Number of Managed Accounts | $1,542,000 | 132 |
| Number of Non-Managed Accounts | $23,000 | 515 |
| Total fiduciary and related assets | $2,963,156,000 | 126 |
| Managed Assets ($) | $2,956,943,000 | 93 |
| Non-managed Assets ($) | $6,213,000 | 575 |
| Memoranda | ||
| Gross Fiduciary activities income | $18,178,000 | 108 |
| 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 | $1,534,000 | 158 |
| Number of Managed Accounts | $1,510,000 | 134 |
| Number of Non-Managed Accounts | $24,000 | 277 |
| Total fiduciary and related assets | $2,841,965,000 | 126 |
| Managed Assets ($) | $2,826,997,000 | 95 |
| Non-managed Assets ($) | $14,968,000 | 294 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,631,000 | 107 |
| 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 | $1,505,000 | 163 |
| Number of Managed Accounts | $1,481,000 | 141 |
| Number of Non-Managed Accounts | $24,000 | 316 |
| Total fiduciary and related assets | $2,789,775,000 | 128 |
| Managed Assets ($) | $2,774,528,000 | 96 |
| Non-managed Assets ($) | $15,247,000 | 344 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,907,000 | 108 |
| 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 | $1,481,000 | 164 |
| Number of Managed Accounts | $1,456,000 | 137 |
| Number of Non-Managed Accounts | $25,000 | 275 |
| Total fiduciary and related assets | $2,732,731,000 | 129 |
| Managed Assets ($) | $2,717,931,000 | 96 |
| Non-managed Assets ($) | $14,800,000 | 289 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,269,000 | 110 |
| 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 | $1,453,000 | 169 |
| Number of Managed Accounts | $1,427,000 | 141 |
| Number of Non-Managed Accounts | $26,000 | 504 |
| Total fiduciary and related assets | $2,679,504,000 | 127 |
| Managed Assets ($) | $2,664,684,000 | 98 |
| Non-managed Assets ($) | $14,820,000 | 479 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,481,000 | 109 |
| 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 | $1,422,000 | 166 |
| Number of Managed Accounts | $1,396,000 | 138 |
| Number of Non-Managed Accounts | $26,000 | 273 |
| Total fiduciary and related assets | $2,519,327,000 | 125 |
| Managed Assets ($) | $2,504,576,000 | 97 |
| Non-managed Assets ($) | $14,751,000 | 288 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,395,000 | 110 |
| 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 | $1,422,000 | 171 |
| Number of Managed Accounts | $1,396,000 | 142 |
| Number of Non-Managed Accounts | $26,000 | 311 |
| Total fiduciary and related assets | $2,441,703,000 | 126 |
| Managed Assets ($) | $2,427,466,000 | 98 |
| Non-managed Assets ($) | $14,237,000 | 341 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,561,000 | 111 |
| 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 | $1,436,000 | 166 |
| Number of Managed Accounts | $1,410,000 | 139 |
| Number of Non-Managed Accounts | $26,000 | 277 |
| Total fiduciary and related assets | $2,210,216,000 | 126 |
| Managed Assets ($) | $2,196,070,000 | 100 |
| Non-managed Assets ($) | $14,146,000 | 289 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,015,000 | 109 |
| 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 | $1,413,000 | 175 |
| Number of Managed Accounts | $1,384,000 | 145 |
| Number of Non-Managed Accounts | $29,000 | 501 |
| Total fiduciary and related assets | $2,424,091,000 | 126 |
| Managed Assets ($) | $2,409,892,000 | 99 |
| Non-managed Assets ($) | $14,199,000 | 494 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,093,000 | 115 |
| 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 | $1,407,000 | 168 |
| Number of Managed Accounts | $1,378,000 | 142 |
| Number of Non-Managed Accounts | $29,000 | 276 |
| Total fiduciary and related assets | $2,325,942,000 | 128 |
| Managed Assets ($) | $2,311,777,000 | 102 |
| Non-managed Assets ($) | $14,165,000 | 296 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,365,000 | 117 |
| 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 | $1,376,000 | 172 |
| Number of Managed Accounts | $1,344,000 | 146 |
| Number of Non-Managed Accounts | $32,000 | 294 |
| Total fiduciary and related assets | $2,286,066,000 | 125 |
| Managed Assets ($) | $2,269,395,000 | 102 |
| Non-managed Assets ($) | $16,671,000 | 318 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,872,000 | 117 |
| 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 | $1,349,000 | 174 |
| Number of Managed Accounts | $1,315,000 | 148 |
| Number of Non-Managed Accounts | $34,000 | 296 |
| Total fiduciary and related assets | $2,180,744,000 | 127 |
| Managed Assets ($) | $2,164,454,000 | 104 |
| Non-managed Assets ($) | $16,290,000 | 327 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,325,000 | 120 |
| 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 | $1,344,000 | 179 |
| Number of Managed Accounts | $1,310,000 | 149 |
| Number of Non-Managed Accounts | $34,000 | 487 |
| Total fiduciary and related assets | $2,064,909,000 | 126 |
| Managed Assets ($) | $2,048,605,000 | 102 |
| Non-managed Assets ($) | $16,304,000 | 474 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,751,000 | 114 |
| 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 | $1,317,000 | 176 |
| Number of Managed Accounts | $1,284,000 | 146 |
| Number of Non-Managed Accounts | $33,000 | 301 |
| Total fiduciary and related assets | $2,135,765,000 | 126 |
| Managed Assets ($) | $2,121,593,000 | 101 |
| Non-managed Assets ($) | $14,172,000 | 338 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,146,000 | 116 |
| 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 | $1,310,000 | 176 |
| Number of Managed Accounts | $1,277,000 | 149 |
| Number of Non-Managed Accounts | $33,000 | 299 |
| Total fiduciary and related assets | $2,035,838,000 | 130 |
| Managed Assets ($) | $2,021,434,000 | 103 |
| Non-managed Assets ($) | $14,404,000 | 337 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,711,000 | 114 |
| 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 | $1,294,000 | 178 |
| Number of Managed Accounts | $1,258,000 | 150 |
| Number of Non-Managed Accounts | $36,000 | 295 |
| Total fiduciary and related assets | $2,038,109,000 | 132 |
| Managed Assets ($) | $2,023,435,000 | 103 |
| Non-managed Assets ($) | $14,674,000 | 340 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,245,000 | 120 |
| 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 | $1,275,000 | 187 |
| Number of Managed Accounts | $1,240,000 | 152 |
| Number of Non-Managed Accounts | $35,000 | 484 |
| Total fiduciary and related assets | $2,002,764,000 | 136 |
| Managed Assets ($) | $1,987,078,000 | 104 |
| Non-managed Assets ($) | $15,686,000 | 491 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,111,000 | 116 |
| 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 | $1,257,000 | 183 |
| Number of Managed Accounts | $1,222,000 | 153 |
| Number of Non-Managed Accounts | $35,000 | 286 |
| Total fiduciary and related assets | $1,934,126,000 | 135 |
| Managed Assets ($) | $1,917,877,000 | 105 |
| Non-managed Assets ($) | $16,249,000 | 329 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,927,000 | 118 |
| 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 | $1,237,000 | 180 |
| Number of Managed Accounts | $1,201,000 | 152 |
| Number of Non-Managed Accounts | $36,000 | 287 |
| Total fiduciary and related assets | $1,858,013,000 | 133 |
| Managed Assets ($) | $1,841,341,000 | 104 |
| Non-managed Assets ($) | $16,672,000 | 327 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,847,000 | 117 |
| 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 | $1,232,000 | 181 |
| Number of Managed Accounts | $1,197,000 | 151 |
| Number of Non-Managed Accounts | $35,000 | 289 |
| Total fiduciary and related assets | $1,773,074,000 | 134 |
| Managed Assets ($) | $1,756,511,000 | 106 |
| Non-managed Assets ($) | $16,563,000 | 329 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,821,000 | 119 |
| 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 | $1,221,000 | 183 |
| Number of Managed Accounts | $1,186,000 | 152 |
| Number of Non-Managed Accounts | $35,000 | 500 |
| Total fiduciary and related assets | $1,766,760,000 | 132 |
| Managed Assets ($) | $1,749,804,000 | 105 |
| Non-managed Assets ($) | $16,956,000 | 487 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,006,000 | 117 |
| 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 | $1,230,000 | 179 |
| Number of Managed Accounts | $1,195,000 | 152 |
| Number of Non-Managed Accounts | $35,000 | 299 |
| Total fiduciary and related assets | $1,740,712,000 | 132 |
| Managed Assets ($) | $1,721,836,000 | 105 |
| Non-managed Assets ($) | $18,876,000 | 325 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,208,000 | 115 |
| 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 | $1,207,000 | 184 |
| Number of Managed Accounts | $1,173,000 | 156 |
| Number of Non-Managed Accounts | $34,000 | 302 |
| Total fiduciary and related assets | $1,708,749,000 | 132 |
| Managed Assets ($) | $1,691,841,000 | 105 |
| Non-managed Assets ($) | $16,908,000 | 333 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,465,000 | 117 |
| 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 | $1,219,000 | 180 |
| Number of Managed Accounts | $1,178,000 | 154 |
| Number of Non-Managed Accounts | $41,000 | 287 |
| Total fiduciary and related assets | $1,683,870,000 | 133 |
| Managed Assets ($) | $1,666,127,000 | 106 |
| Non-managed Assets ($) | $17,743,000 | 329 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,677,000 | 119 |
| 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 | $1,199,000 | 186 |
| Number of Managed Accounts | $1,158,000 | 155 |
| Number of Non-Managed Accounts | $41,000 | 484 |
| Total fiduciary and related assets | $1,672,977,000 | 132 |
| Managed Assets ($) | $1,654,346,000 | 103 |
| Non-managed Assets ($) | $18,631,000 | 473 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,759,000 | 114 |
| 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 | $1,186,000 | 182 |
| Number of Managed Accounts | $1,143,000 | 153 |
| Number of Non-Managed Accounts | $43,000 | 282 |
| Total fiduciary and related assets | $1,647,848,000 | 132 |
| Managed Assets ($) | $1,629,281,000 | 103 |
| Non-managed Assets ($) | $18,567,000 | 330 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,831,000 | 114 |
| 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 | $1,174,000 | 187 |
| Number of Managed Accounts | $1,129,000 | 155 |
| Number of Non-Managed Accounts | $45,000 | 278 |
| Total fiduciary and related assets | $1,707,746,000 | 135 |
| Managed Assets ($) | $1,687,457,000 | 103 |
| Non-managed Assets ($) | $20,289,000 | 333 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,843,000 | 116 |
| 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 | $1,161,000 | 187 |
| Number of Managed Accounts | $1,115,000 | 154 |
| Number of Non-Managed Accounts | $46,000 | 279 |
| Total fiduciary and related assets | $1,728,101,000 | 133 |
| Managed Assets ($) | $1,708,318,000 | 98 |
| Non-managed Assets ($) | $19,783,000 | 334 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,837,000 | 117 |
| 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 | $1,142,000 | 194 |
| Number of Managed Accounts | $1,095,000 | 156 |
| Number of Non-Managed Accounts | $47,000 | 473 |
| Total fiduciary and related assets | $1,821,497,000 | 128 |
| Managed Assets ($) | $1,800,738,000 | 97 |
| Non-managed Assets ($) | $20,759,000 | 465 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,444,000 | 115 |
| 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 | $1,144,000 | 187 |
| Number of Managed Accounts | $1,099,000 | 154 |
| Number of Non-Managed Accounts | $45,000 | 282 |
| Total fiduciary and related assets | $1,702,254,000 | 132 |
| Managed Assets ($) | $1,682,449,000 | 101 |
| Non-managed Assets ($) | $19,805,000 | 327 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,517,000 | 114 |
| 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 | $1,147,000 | 185 |
| Number of Managed Accounts | $1,101,000 | 155 |
| Number of Non-Managed Accounts | $46,000 | 280 |
| Total fiduciary and related assets | $1,676,080,000 | 131 |
| Managed Assets ($) | $1,656,205,000 | 100 |
| Non-managed Assets ($) | $19,875,000 | 327 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,579,000 | 113 |
| 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 | $1,135,000 | 191 |
| Number of Managed Accounts | $1,089,000 | 156 |
| Number of Non-Managed Accounts | $46,000 | 279 |
| Total fiduciary and related assets | $1,628,885,000 | 131 |
| Managed Assets ($) | $1,608,216,000 | 102 |
| Non-managed Assets ($) | $20,669,000 | 329 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,730,000 | 114 |
| 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 | $1,128,000 | 200 |
| Number of Managed Accounts | $1,081,000 | 156 |
| Number of Non-Managed Accounts | $47,000 | 480 |
| Total fiduciary and related assets | $1,632,071,000 | 131 |
| Managed Assets ($) | $1,612,182,000 | 103 |
| Non-managed Assets ($) | $19,889,000 | 485 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,471,000 | 115 |
| 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 | $1,136,000 | 185 |
| Number of Managed Accounts | $1,088,000 | 149 |
| Number of Non-Managed Accounts | $48,000 | 274 |
| Total fiduciary and related assets | $1,537,136,000 | 132 |
| Managed Assets ($) | $1,517,759,000 | 102 |
| Non-managed Assets ($) | $19,377,000 | 323 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,607,000 | 115 |
| 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 | $1,149,000 | 179 |
| Number of Managed Accounts | $1,100,000 | 143 |
| Number of Non-Managed Accounts | $49,000 | 275 |
| Total fiduciary and related assets | $1,483,170,000 | 133 |
| Managed Assets ($) | $1,463,864,000 | 102 |
| Non-managed Assets ($) | $19,306,000 | 325 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,098,000 | 117 |
| 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 | $1,161,000 | 183 |
| Number of Managed Accounts | $1,119,000 | 142 |
| Number of Non-Managed Accounts | $42,000 | 282 |
| Total fiduciary and related assets | $1,485,348,000 | 135 |
| Managed Assets ($) | $1,470,346,000 | 103 |
| Non-managed Assets ($) | $15,002,000 | 333 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,579,000 | 113 |
| 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 | $1,150,000 | 188 |
| Number of Managed Accounts | $1,109,000 | 145 |
| Number of Non-Managed Accounts | $41,000 | 521 |
| Total fiduciary and related assets | $1,419,063,000 | 136 |
| Managed Assets ($) | $1,404,750,000 | 101 |
| Non-managed Assets ($) | $14,313,000 | 547 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,211,000 | 115 |
| 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 | $1,135,000 | 178 |
| Number of Managed Accounts | $1,093,000 | 143 |
| Number of Non-Managed Accounts | $42,000 | 272 |
| Total fiduciary and related assets | $1,388,710,000 | 134 |
| Managed Assets ($) | $1,380,735,000 | 101 |
| Non-managed Assets ($) | $7,975,000 | 336 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,812,000 | 115 |
| 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 | $1,150,000 | 173 |
| Number of Managed Accounts | $1,107,000 | 138 |
| Number of Non-Managed Accounts | $43,000 | 274 |
| Total fiduciary and related assets | $1,359,793,000 | 134 |
| Managed Assets ($) | $1,343,623,000 | 101 |
| Non-managed Assets ($) | $16,170,000 | 317 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,483,000 | 119 |
| 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 | $1,151,000 | 174 |
| Number of Managed Accounts | $1,108,000 | 136 |
| Number of Non-Managed Accounts | $43,000 | 268 |
| Total fiduciary and related assets | $1,398,064,000 | 134 |
| Managed Assets ($) | $1,382,098,000 | 100 |
| Non-managed Assets ($) | $15,966,000 | 316 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,155,000 | 123 |
| 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 | $1,118,000 | 188 |
| Number of Managed Accounts | $1,075,000 | 143 |
| Number of Non-Managed Accounts | $43,000 | 518 |
| Total fiduciary and related assets | $1,342,574,000 | 131 |
| Managed Assets ($) | $1,324,533,000 | 100 |
| Non-managed Assets ($) | $18,041,000 | 497 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,623,000 | 105 |
| 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 | $1,130,000 | 178 |
| Number of Managed Accounts | $1,087,000 | 138 |
| Number of Non-Managed Accounts | $43,000 | 277 |
| Total fiduciary and related assets | $1,276,431,000 | 134 |
| Managed Assets ($) | $1,259,003,000 | 103 |
| Non-managed Assets ($) | $17,428,000 | 318 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,314,000 | 107 |
| 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 | $1,095,000 | 186 |
| Number of Managed Accounts | $1,050,000 | 141 |
| Number of Non-Managed Accounts | $45,000 | 276 |
| Total fiduciary and related assets | $1,336,085,000 | 139 |
| Managed Assets ($) | $1,319,219,000 | 107 |
| Non-managed Assets ($) | $16,866,000 | 322 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,224,000 | 110 |
| 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 | $1,108,000 | 185 |
| Number of Managed Accounts | $1,063,000 | 137 |
| Number of Non-Managed Accounts | $45,000 | 275 |
| Total fiduciary and related assets | $1,324,389,000 | 138 |
| Managed Assets ($) | $1,308,588,000 | 103 |
| Non-managed Assets ($) | $15,801,000 | 321 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,031,000 | 110 |
| 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 | $1,094,000 | 201 |
| Number of Managed Accounts | $1,049,000 | 145 |
| Number of Non-Managed Accounts | $45,000 | 539 |
| Total fiduciary and related assets | $1,289,220,000 | 142 |
| Managed Assets ($) | $1,272,980,000 | 105 |
| Non-managed Assets ($) | $16,240,000 | 521 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,533,000 | 112 |
| 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 | $1,065,000 | 193 |
| Number of Managed Accounts | $1,020,000 | 143 |
| Number of Non-Managed Accounts | $45,000 | 272 |
| Total fiduciary and related assets | $1,255,000,000 | 142 |
| Managed Assets ($) | $1,238,673,000 | 101 |
| Non-managed Assets ($) | $16,327,000 | 323 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,592,000 | 110 |
| 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 | $1,040,000 | 198 |
| Number of Managed Accounts | $994,000 | 142 |
| Number of Non-Managed Accounts | $46,000 | 269 |
| Total fiduciary and related assets | $1,156,136,000 | 139 |
| Managed Assets ($) | $1,139,893,000 | 101 |
| Non-managed Assets ($) | $16,243,000 | 323 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,728,000 | 111 |
| 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 | $1,100,000 | 184 |
| Number of Managed Accounts | $1,052,000 | 139 |
| Number of Non-Managed Accounts | $48,000 | 273 |
| Total fiduciary and related assets | $1,187,412,000 | 144 |
| Managed Assets ($) | $1,171,467,000 | 103 |
| Non-managed Assets ($) | $15,945,000 | 328 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,754,000 | 117 |
| 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 | $1,075,000 | 206 |
| Number of Managed Accounts | $1,028,000 | 149 |
| Number of Non-Managed Accounts | $47,000 | 545 |
| Total fiduciary and related assets | $1,159,508,000 | 144 |
| Managed Assets ($) | $1,143,654,000 | 103 |
| Non-managed Assets ($) | $15,854,000 | 535 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,914,000 | 116 |
| 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 | $1,059,000 | 200 |
| Number of Managed Accounts | $1,012,000 | 144 |
| Number of Non-Managed Accounts | $47,000 | 262 |
| Total fiduciary and related assets | $1,166,474,000 | 144 |
| Managed Assets ($) | $1,147,861,000 | 103 |
| Non-managed Assets ($) | $18,613,000 | 300 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,292,000 | 110 |
| 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 | $1,175,000 | 176 |
| Number of Managed Accounts | $1,128,000 | 140 |
| Number of Non-Managed Accounts | $47,000 | 267 |
| Total fiduciary and related assets | $1,108,256,000 | 142 |
| Managed Assets ($) | $1,089,517,000 | 104 |
| Non-managed Assets ($) | $18,739,000 | 296 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,331,000 | 117 |
| 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 | $1,166,000 | 178 |
| Number of Managed Accounts | $1,119,000 | 139 |
| Number of Non-Managed Accounts | $47,000 | 269 |
| Total fiduciary and related assets | $1,074,657,000 | 144 |
| Managed Assets ($) | $1,053,281,000 | 102 |
| Non-managed Assets ($) | $21,376,000 | 293 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,631,000 | 117 |
| 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 | $1,157,000 | 194 |
| Number of Managed Accounts | $1,110,000 | 143 |
| Number of Non-Managed Accounts | $47,000 | 555 |
| Total fiduciary and related assets | $1,108,756,000 | 145 |
| Managed Assets ($) | $1,086,557,000 | 104 |
| Non-managed Assets ($) | $22,199,000 | 454 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,765,000 | 117 |
| 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 | $1,123,000 | 197 |
| Number of Managed Accounts | $1,075,000 | 143 |
| Number of Non-Managed Accounts | $48,000 | 281 |
| Total fiduciary and related assets | $1,197,494,000 | 147 |
| Managed Assets ($) | $1,171,094,000 | 106 |
| Non-managed Assets ($) | $26,400,000 | 308 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,850,000 | 118 |
| 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 | $1,007,000 | 218 |
| Number of Managed Accounts | $1,003,000 | 159 |
| Number of Non-Managed Accounts | $4,000 | 405 |
| Total fiduciary and related assets | $1,217,122,000 | 152 |
| Managed Assets ($) | $1,216,966,000 | 109 |
| Non-managed Assets ($) | $156,000 | 420 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,856,000 | 121 |
| 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 | $1,000,000 | 217 |
| Number of Managed Accounts | $996,000 | 160 |
| Number of Non-Managed Accounts | $4,000 | 407 |
| Total fiduciary and related assets | $1,236,488,000 | 157 |
| Managed Assets ($) | $1,236,379,000 | 111 |
| Non-managed Assets ($) | $109,000 | 428 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,827,000 | 126 |
| 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 | $986,000 | 230 |
| Number of Managed Accounts | $982,000 | 162 |
| Number of Non-Managed Accounts | $4,000 | 1,074 |
| Total fiduciary and related assets | $1,253,586,000 | 161 |
| Managed Assets ($) | $1,253,483,000 | 110 |
| Non-managed Assets ($) | $103,000 | 1,227 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,317,000 | 123 |
| 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 | $978,000 | 209 |
| Number of Managed Accounts | $974,000 | 158 |
| Number of Non-Managed Accounts | $4,000 | 391 |
| Total fiduciary and related assets | $1,160,179,000 | 162 |
| Managed Assets ($) | $1,160,076,000 | 119 |
| Non-managed Assets ($) | $103,000 | 412 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,382,000 | 123 |
| 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 | $978,000 | 210 |
| Number of Managed Accounts | $975,000 | 158 |
| Number of Non-Managed Accounts | $3,000 | 403 |
| Total fiduciary and related assets | $1,128,930,000 | 173 |
| Managed Assets ($) | $1,128,843,000 | 125 |
| Non-managed Assets ($) | $87,000 | 417 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,554,000 | 131 |
| 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 | $972,000 | 205 |
| Number of Managed Accounts | $969,000 | 155 |
| Number of Non-Managed Accounts | $3,000 | 403 |
| Total fiduciary and related assets | $1,121,791,000 | 171 |
| Managed Assets ($) | $1,121,709,000 | 124 |
| Non-managed Assets ($) | $82,000 | 420 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,690,000 | 133 |
| 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 | $937,000 | 231 |
| Number of Managed Accounts | $934,000 | 166 |
| Number of Non-Managed Accounts | $3,000 | 1,121 |
| Total fiduciary and related assets | $1,069,171,000 | 173 |
| Managed Assets ($) | $1,069,090,000 | 122 |
| Non-managed Assets ($) | $81,000 | 1,266 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,498,000 | 128 |
| 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 | $932,000 | 215 |
| Number of Managed Accounts | $929,000 | 165 |
| Number of Non-Managed Accounts | $3,000 | 393 |
| Total fiduciary and related assets | $980,432,000 | 186 |
| Managed Assets ($) | $980,351,000 | 135 |
| Non-managed Assets ($) | $81,000 | 406 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,790,000 | 136 |
| 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 | $923,000 | 222 |
| Number of Managed Accounts | $919,000 | 173 |
| Number of Non-Managed Accounts | $4,000 | 388 |
| Total fiduciary and related assets | $924,860,000 | 197 |
| Managed Assets ($) | $924,298,000 | 143 |
| Non-managed Assets ($) | $562,000 | 404 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,213,000 | 141 |
| 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 | $907,000 | 229 |
| Number of Managed Accounts | $902,000 | 176 |
| Number of Non-Managed Accounts | $5,000 | 392 |
| Total fiduciary and related assets | $953,627,000 | 194 |
| Managed Assets ($) | $951,800,000 | 139 |
| Non-managed Assets ($) | $1,827,000 | 397 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,452,000 | 149 |
| 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 | $896,000 | 250 |
| Number of Managed Accounts | $892,000 | 184 |
| Number of Non-Managed Accounts | $4,000 | 1,127 |
| Total fiduciary and related assets | $929,232,000 | 195 |
| Managed Assets ($) | $928,782,000 | 140 |
| Non-managed Assets ($) | $450,000 | 1,161 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,675,000 | 148 |
| 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 | $892,000 | 226 |
| Number of Managed Accounts | $886,000 | 173 |
| Number of Non-Managed Accounts | $6,000 | 381 |
| Total fiduciary and related assets | $902,606,000 | 195 |
| Managed Assets ($) | $900,745,000 | 138 |
| Non-managed Assets ($) | $1,861,000 | 385 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,279,000 | 145 |
| 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 | $886,000 | 226 |
| Number of Managed Accounts | $883,000 | 173 |
| Number of Non-Managed Accounts | $3,000 | 408 |
| Total fiduciary and related assets | $864,158,000 | 194 |
| Managed Assets ($) | $864,133,000 | 137 |
| Non-managed Assets ($) | $25,000 | 426 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,858,000 | 145 |
| 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 | $873,000 | 228 |
| Number of Managed Accounts | $870,000 | 175 |
| Number of Non-Managed Accounts | $3,000 | 409 |
| Total fiduciary and related assets | $746,114,000 | 219 |
| Managed Assets ($) | $746,088,000 | 164 |
| Non-managed Assets ($) | $26,000 | 428 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,447,000 | 145 |
| 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 | $854,000 | 255 |
| Number of Managed Accounts | $851,000 | 186 |
| Number of Non-Managed Accounts | $3,000 | 1,168 |
| Total fiduciary and related assets | $732,813,000 | 219 |
| Managed Assets ($) | $732,788,000 | 155 |
| Non-managed Assets ($) | $25,000 | 1,329 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,201,000 | 151 |
| 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 | $856,000 | 237 |
| Number of Managed Accounts | $853,000 | 181 |
| Number of Non-Managed Accounts | $3,000 | 401 |
| Total fiduciary and related assets | $693,990,000 | 219 |
| Managed Assets ($) | $693,965,000 | 158 |
| Non-managed Assets ($) | $25,000 | 420 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,810,000 | 150 |
| 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 | $851,000 | 238 |
| Number of Managed Accounts | $849,000 | 181 |
| Number of Non-Managed Accounts | $2,000 | 412 |
| Total fiduciary and related assets | $685,916,000 | 223 |
| Managed Assets ($) | $685,915,000 | 156 |
| Non-managed Assets ($) | $1,000 | 428 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,501,000 | 157 |
| 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 | $848,000 | 236 |
| Number of Managed Accounts | $847,000 | 179 |
| Number of Non-Managed Accounts | $1,000 | 431 |
| Total fiduciary and related assets | $665,364,000 | 226 |
| Managed Assets ($) | $665,363,000 | 164 |
| Non-managed Assets ($) | $1,000 | 435 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,222,000 | 158 |
| 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 | $817,000 | 275 |
| Number of Managed Accounts | $816,000 | 194 |
| Number of Non-Managed Accounts | $1,000 | 1,306 |
| Total fiduciary and related assets | $627,925,000 | 234 |
| Managed Assets ($) | $627,924,000 | 174 |
| Non-managed Assets ($) | $1,000 | 1,393 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,331,000 | 166 |
| 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 | $810,000 | 256 |
| Number of Managed Accounts | $809,000 | 191 |
| Number of Non-Managed Accounts | $1,000 | 434 |
| Total fiduciary and related assets | $611,599,000 | 240 |
| Managed Assets ($) | $611,598,000 | 176 |
| Non-managed Assets ($) | $1,000 | 444 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,141,000 | 177 |
| 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 | $808,000 | 262 |
| Number of Managed Accounts | $807,000 | 193 |
| Number of Non-Managed Accounts | $1,000 | 440 |
| Total fiduciary and related assets | $607,031,000 | 246 |
| Managed Assets ($) | $607,030,000 | 180 |
| Non-managed Assets ($) | $1,000 | 446 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,104,000 | 181 |
| 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 | $817,000 | 265 |
| Number of Managed Accounts | $816,000 | 196 |
| Number of Non-Managed Accounts | $1,000 | 449 |
| Total fiduciary and related assets | $579,861,000 | 248 |
| Managed Assets ($) | $579,860,000 | 183 |
| Non-managed Assets ($) | $1,000 | 457 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,028,000 | 188 |
| 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 | $804,000 | 298 |
| Number of Managed Accounts | $803,000 | 214 |
| Number of Non-Managed Accounts | $1,000 | 1,350 |
| Total fiduciary and related assets | $582,355,000 | 246 |
| Managed Assets ($) | $582,354,000 | 181 |
| Non-managed Assets ($) | $1,000 | 1,441 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,158,000 | 184 |
| 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 | $772,000 | 286 |
| Number of Managed Accounts | $759,000 | 204 |
| Number of Non-Managed Accounts | $13,000 | 923 |
| Total fiduciary and related assets | $588,662,000 | 226 |
| Managed Assets ($) | $585,382,000 | 171 |
| Non-managed Assets ($) | $3,280,000 | 850 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,215,000 | 186 |
| 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 | $4,485,000 | 177 |
| 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 | $4,026,000 | 219 |
| 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 | $3,306,000 | 247 |
| 1997-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $2,823,000 | 273 |
| 1996-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $2,251,000 | 338 |
| 1995-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,904,000 | 384 |
| 1994-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,732,000 | 395 |
| 1993-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,397,000 | 463 |
| 1992-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,058,000 | 539 |