Home > Cambridge Trust Company > Fiduciary and Related Services
Cambridge Trust Company, 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 | $3,101,000 | 100 |
| Number of Managed Accounts | $2,958,000 | 77 |
| Number of Non-Managed Accounts | $143,000 | 212 |
| Total fiduciary and related assets | $4,533,022,000 | 114 |
| Managed Assets ($) | $4,326,152,000 | 84 |
| Non-managed Assets ($) | $206,870,000 | 215 |
| Memoranda | ||
| Gross Fiduciary activities income | $33,004,000 | 85 |
| 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 | $3,086,000 | 98 |
| Number of Managed Accounts | $2,943,000 | 76 |
| Number of Non-Managed Accounts | $143,000 | 161 |
| Total fiduciary and related assets | $4,208,373,000 | 119 |
| Managed Assets ($) | $4,010,956,000 | 88 |
| Non-managed Assets ($) | $197,417,000 | 196 |
| Memoranda | ||
| Gross Fiduciary activities income | $24,526,000 | 87 |
| 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 | $2,974,000 | 96 |
| Number of Managed Accounts | $2,928,000 | 73 |
| Number of Non-Managed Accounts | $46,000 | 293 |
| Total fiduciary and related assets | $4,321,639,000 | 115 |
| Managed Assets ($) | $4,099,169,000 | 85 |
| Non-managed Assets ($) | $222,470,000 | 196 |
| Memoranda | ||
| Gross Fiduciary activities income | $16,013,000 | 85 |
| 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 | $2,975,000 | 103 |
| Number of Managed Accounts | $2,928,000 | 80 |
| Number of Non-Managed Accounts | $47,000 | 264 |
| Total fiduciary and related assets | $4,227,094,000 | 123 |
| Managed Assets ($) | $4,005,805,000 | 91 |
| Non-managed Assets ($) | $221,289,000 | 193 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,937,000 | 90 |
| 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 | $2,995,000 | 105 |
| Number of Managed Accounts | $2,948,000 | 80 |
| Number of Non-Managed Accounts | $47,000 | 411 |
| Total fiduciary and related assets | $4,013,376,000 | 123 |
| Managed Assets ($) | $3,875,747,000 | 91 |
| Non-managed Assets ($) | $137,629,000 | 246 |
| Memoranda | ||
| Gross Fiduciary activities income | $33,034,000 | 89 |
| 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 | $3,004,000 | 103 |
| Number of Managed Accounts | $2,962,000 | 79 |
| Number of Non-Managed Accounts | $42,000 | 276 |
| Total fiduciary and related assets | $3,802,068,000 | 123 |
| Managed Assets ($) | $3,663,034,000 | 90 |
| Non-managed Assets ($) | $139,034,000 | 221 |
| Memoranda | ||
| Gross Fiduciary activities income | $24,935,000 | 92 |
| 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 | $2,989,000 | 91 |
| Number of Managed Accounts | $2,947,000 | 74 |
| Number of Non-Managed Accounts | $42,000 | 283 |
| Total fiduciary and related assets | $3,974,334,000 | 100 |
| Managed Assets ($) | $3,844,993,000 | 76 |
| Non-managed Assets ($) | $129,341,000 | 213 |
| Memoranda | ||
| Gross Fiduciary activities income | $16,696,000 | 72 |
| 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 | $3,024,000 | 91 |
| Number of Managed Accounts | $2,982,000 | 74 |
| Number of Non-Managed Accounts | $42,000 | 252 |
| Total fiduciary and related assets | $4,615,303,000 | 96 |
| Managed Assets ($) | $4,464,512,000 | 70 |
| Non-managed Assets ($) | $150,791,000 | 194 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,574,000 | 70 |
| 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 | $3,037,000 | 90 |
| Number of Managed Accounts | $2,995,000 | 72 |
| Number of Non-Managed Accounts | $42,000 | 418 |
| Total fiduciary and related assets | $4,806,778,000 | 95 |
| Managed Assets ($) | $4,656,183,000 | 68 |
| Non-managed Assets ($) | $150,595,000 | 220 |
| Memoranda | ||
| Gross Fiduciary activities income | $35,037,000 | 68 |
| 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 | $2,944,000 | 93 |
| Number of Managed Accounts | $2,908,000 | 72 |
| Number of Non-Managed Accounts | $36,000 | 256 |
| Total fiduciary and related assets | $4,461,036,000 | 99 |
| Managed Assets ($) | $4,324,400,000 | 68 |
| Non-managed Assets ($) | $136,636,000 | 204 |
| Memoranda | ||
| Gross Fiduciary activities income | $26,012,000 | 69 |
| 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 | $2,897,000 | 91 |
| Number of Managed Accounts | $2,861,000 | 74 |
| Number of Non-Managed Accounts | $36,000 | 291 |
| Total fiduciary and related assets | $4,423,817,000 | 99 |
| Managed Assets ($) | $4,282,204,000 | 70 |
| Non-managed Assets ($) | $141,613,000 | 222 |
| Memoranda | ||
| Gross Fiduciary activities income | $16,774,000 | 69 |
| 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 | $2,858,000 | 93 |
| Number of Managed Accounts | $2,821,000 | 74 |
| Number of Non-Managed Accounts | $37,000 | 259 |
| Total fiduciary and related assets | $4,219,523,000 | 99 |
| Managed Assets ($) | $4,083,811,000 | 71 |
| Non-managed Assets ($) | $135,712,000 | 202 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,151,000 | 73 |
| 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 | $2,840,000 | 98 |
| Number of Managed Accounts | $2,807,000 | 76 |
| Number of Non-Managed Accounts | $33,000 | 474 |
| Total fiduciary and related assets | $4,108,889,000 | 101 |
| Managed Assets ($) | $3,994,152,000 | 72 |
| Non-managed Assets ($) | $114,737,000 | 236 |
| Memoranda | ||
| Gross Fiduciary activities income | $29,056,000 | 73 |
| 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 | $2,278,000 | 114 |
| Number of Managed Accounts | $2,249,000 | 95 |
| Number of Non-Managed Accounts | $29,000 | 270 |
| Total fiduciary and related assets | $3,495,927,000 | 106 |
| Managed Assets ($) | $3,439,760,000 | 77 |
| Non-managed Assets ($) | $56,167,000 | 244 |
| Memoranda | ||
| Gross Fiduciary activities income | $20,350,000 | 76 |
| 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 | $2,274,000 | 116 |
| Number of Managed Accounts | $2,245,000 | 98 |
| Number of Non-Managed Accounts | $29,000 | 303 |
| Total fiduciary and related assets | $3,292,673,000 | 108 |
| Managed Assets ($) | $3,231,403,000 | 79 |
| Non-managed Assets ($) | $61,270,000 | 269 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,524,000 | 75 |
| 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 | $2,271,000 | 114 |
| Number of Managed Accounts | $2,241,000 | 98 |
| Number of Non-Managed Accounts | $30,000 | 271 |
| Total fiduciary and related assets | $2,990,461,000 | 108 |
| Managed Assets ($) | $2,932,393,000 | 79 |
| Non-managed Assets ($) | $58,068,000 | 234 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,627,000 | 79 |
| 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 | $2,229,000 | 117 |
| Number of Managed Accounts | $2,199,000 | 101 |
| Number of Non-Managed Accounts | $30,000 | 494 |
| Total fiduciary and related assets | $3,343,825,000 | 107 |
| Managed Assets ($) | $3,287,371,000 | 81 |
| Non-managed Assets ($) | $56,454,000 | 314 |
| Memoranda | ||
| Gross Fiduciary activities income | $26,499,000 | 77 |
| 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 | $2,202,000 | 117 |
| Number of Managed Accounts | $2,171,000 | 100 |
| Number of Non-Managed Accounts | $31,000 | 274 |
| Total fiduciary and related assets | $3,216,405,000 | 109 |
| Managed Assets ($) | $3,119,041,000 | 82 |
| Non-managed Assets ($) | $97,364,000 | 221 |
| Memoranda | ||
| Gross Fiduciary activities income | $19,576,000 | 78 |
| 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 | $2,152,000 | 121 |
| Number of Managed Accounts | $2,120,000 | 102 |
| Number of Non-Managed Accounts | $32,000 | 294 |
| Total fiduciary and related assets | $3,183,526,000 | 108 |
| Managed Assets ($) | $3,079,770,000 | 82 |
| Non-managed Assets ($) | $103,756,000 | 234 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,543,000 | 81 |
| 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 | $2,147,000 | 121 |
| Number of Managed Accounts | $2,116,000 | 103 |
| Number of Non-Managed Accounts | $31,000 | 299 |
| Total fiduciary and related assets | $3,047,057,000 | 109 |
| Managed Assets ($) | $2,990,375,000 | 83 |
| Non-managed Assets ($) | $56,682,000 | 277 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,124,000 | 80 |
| 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 | $2,125,000 | 122 |
| Number of Managed Accounts | $2,093,000 | 103 |
| Number of Non-Managed Accounts | $32,000 | 498 |
| Total fiduciary and related assets | $2,817,712,000 | 108 |
| Managed Assets ($) | $2,759,547,000 | 80 |
| Non-managed Assets ($) | $58,165,000 | 317 |
| Memoranda | ||
| Gross Fiduciary activities income | $25,191,000 | 76 |
| 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 | $2,129,000 | 118 |
| Number of Managed Accounts | $2,092,000 | 99 |
| Number of Non-Managed Accounts | $37,000 | 288 |
| Total fiduciary and related assets | $3,109,034,000 | 105 |
| Managed Assets ($) | $3,047,983,000 | 78 |
| Non-managed Assets ($) | $61,051,000 | 277 |
| Memoranda | ||
| Gross Fiduciary activities income | $19,044,000 | 74 |
| 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 | $2,106,000 | 120 |
| Number of Managed Accounts | $2,075,000 | 98 |
| Number of Non-Managed Accounts | $31,000 | 304 |
| Total fiduciary and related assets | $3,064,112,000 | 107 |
| Managed Assets ($) | $3,003,494,000 | 79 |
| Non-managed Assets ($) | $60,618,000 | 276 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,265,000 | 78 |
| 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 | $2,075,000 | 123 |
| Number of Managed Accounts | $2,045,000 | 101 |
| Number of Non-Managed Accounts | $30,000 | 308 |
| Total fiduciary and related assets | $3,036,297,000 | 108 |
| Managed Assets ($) | $2,974,798,000 | 81 |
| Non-managed Assets ($) | $61,499,000 | 275 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,126,000 | 79 |
| 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 | $2,047,000 | 125 |
| Number of Managed Accounts | $2,018,000 | 101 |
| Number of Non-Managed Accounts | $29,000 | 526 |
| Total fiduciary and related assets | $3,032,915,000 | 108 |
| Managed Assets ($) | $2,971,322,000 | 78 |
| Non-managed Assets ($) | $61,593,000 | 303 |
| Memoranda | ||
| Gross Fiduciary activities income | $23,029,000 | 78 |
| 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 | $2,044,000 | 121 |
| Number of Managed Accounts | $2,015,000 | 102 |
| Number of Non-Managed Accounts | $29,000 | 300 |
| Total fiduciary and related assets | $2,884,108,000 | 108 |
| Managed Assets ($) | $2,826,984,000 | 78 |
| Non-managed Assets ($) | $57,124,000 | 266 |
| Memoranda | ||
| Gross Fiduciary activities income | $17,077,000 | 77 |
| 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 | $2,013,000 | 117 |
| Number of Managed Accounts | $1,983,000 | 99 |
| Number of Non-Managed Accounts | $30,000 | 300 |
| Total fiduciary and related assets | $2,807,683,000 | 106 |
| Managed Assets ($) | $2,751,142,000 | 77 |
| Non-managed Assets ($) | $56,541,000 | 268 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,946,000 | 81 |
| 2017-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,017,000 | 115 |
| Number of Managed Accounts | $1,987,000 | 98 |
| Number of Non-Managed Accounts | $30,000 | 299 |
| Total fiduciary and related assets | $2,750,855,000 | 106 |
| Managed Assets ($) | $2,681,065,000 | 77 |
| Non-managed Assets ($) | $69,790,000 | 253 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,362,000 | 81 |
| 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 | $1,995,000 | 119 |
| Number of Managed Accounts | $1,965,000 | 96 |
| Number of Non-Managed Accounts | $30,000 | 537 |
| Total fiduciary and related assets | $2,641,899,000 | 108 |
| Managed Assets ($) | $2,571,462,000 | 79 |
| Non-managed Assets ($) | $70,437,000 | 276 |
| Memoranda | ||
| Gross Fiduciary activities income | $20,389,000 | 81 |
| 2016-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,007,000 | 115 |
| Number of Managed Accounts | $1,977,000 | 94 |
| Number of Non-Managed Accounts | $30,000 | 310 |
| Total fiduciary and related assets | $2,620,139,000 | 108 |
| Managed Assets ($) | $2,541,750,000 | 80 |
| Non-managed Assets ($) | $78,389,000 | 243 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,027,000 | 81 |
| 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 | $1,949,000 | 122 |
| Number of Managed Accounts | $1,920,000 | 98 |
| Number of Non-Managed Accounts | $29,000 | 313 |
| Total fiduciary and related assets | $2,530,342,000 | 108 |
| Managed Assets ($) | $2,457,414,000 | 82 |
| Non-managed Assets ($) | $72,928,000 | 248 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,545,000 | 87 |
| 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 | $1,925,000 | 125 |
| Number of Managed Accounts | $1,896,000 | 99 |
| Number of Non-Managed Accounts | $29,000 | 312 |
| Total fiduciary and related assets | $2,455,610,000 | 109 |
| Managed Assets ($) | $2,381,805,000 | 83 |
| Non-managed Assets ($) | $73,805,000 | 247 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,602,000 | 84 |
| 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 | $1,887,000 | 126 |
| Number of Managed Accounts | $1,861,000 | 98 |
| Number of Non-Managed Accounts | $26,000 | 581 |
| Total fiduciary and related assets | $2,394,356,000 | 109 |
| Managed Assets ($) | $2,327,366,000 | 81 |
| Non-managed Assets ($) | $66,990,000 | 277 |
| Memoranda | ||
| Gross Fiduciary activities income | $19,242,000 | 83 |
| 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 | $1,874,000 | 124 |
| Number of Managed Accounts | $1,846,000 | 100 |
| Number of Non-Managed Accounts | $28,000 | 308 |
| Total fiduciary and related assets | $2,299,963,000 | 112 |
| Managed Assets ($) | $2,222,150,000 | 82 |
| Non-managed Assets ($) | $77,813,000 | 241 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,388,000 | 83 |
| 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 | $1,840,000 | 131 |
| Number of Managed Accounts | $1,812,000 | 103 |
| Number of Non-Managed Accounts | $28,000 | 314 |
| Total fiduciary and related assets | $2,373,549,000 | 113 |
| Managed Assets ($) | $2,338,286,000 | 82 |
| Non-managed Assets ($) | $35,263,000 | 308 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,384,000 | 85 |
| 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 | $1,802,000 | 130 |
| Number of Managed Accounts | $1,774,000 | 102 |
| Number of Non-Managed Accounts | $28,000 | 313 |
| Total fiduciary and related assets | $2,384,665,000 | 112 |
| Managed Assets ($) | $2,353,094,000 | 81 |
| Non-managed Assets ($) | $31,571,000 | 312 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,588,000 | 83 |
| 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 | $1,756,000 | 132 |
| Number of Managed Accounts | $1,730,000 | 105 |
| Number of Non-Managed Accounts | $26,000 | 606 |
| Total fiduciary and related assets | $2,320,133,000 | 112 |
| Managed Assets ($) | $2,288,748,000 | 80 |
| Non-managed Assets ($) | $31,385,000 | 396 |
| Memoranda | ||
| Gross Fiduciary activities income | $17,954,000 | 85 |
| 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 | $1,729,000 | 127 |
| Number of Managed Accounts | $1,703,000 | 104 |
| Number of Non-Managed Accounts | $26,000 | 316 |
| Total fiduciary and related assets | $2,300,736,000 | 111 |
| Managed Assets ($) | $2,269,824,000 | 80 |
| Non-managed Assets ($) | $30,912,000 | 308 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,494,000 | 85 |
| 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 | $1,698,000 | 130 |
| Number of Managed Accounts | $1,671,000 | 103 |
| Number of Non-Managed Accounts | $27,000 | 311 |
| Total fiduciary and related assets | $2,311,650,000 | 111 |
| Managed Assets ($) | $2,281,507,000 | 82 |
| Non-managed Assets ($) | $30,143,000 | 309 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,533,000 | 88 |
| 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 | $1,678,000 | 134 |
| Number of Managed Accounts | $1,652,000 | 104 |
| Number of Non-Managed Accounts | $26,000 | 313 |
| Total fiduciary and related assets | $2,217,730,000 | 113 |
| Managed Assets ($) | $2,187,255,000 | 83 |
| Non-managed Assets ($) | $30,475,000 | 313 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,185,000 | 89 |
| 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 | $1,654,000 | 142 |
| Number of Managed Accounts | $1,629,000 | 106 |
| Number of Non-Managed Accounts | $25,000 | 629 |
| Total fiduciary and related assets | $2,160,708,000 | 115 |
| Managed Assets ($) | $2,137,417,000 | 85 |
| Non-managed Assets ($) | $23,291,000 | 452 |
| Memoranda | ||
| Gross Fiduciary activities income | $16,265,000 | 87 |
| 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 | $1,638,000 | 136 |
| Number of Managed Accounts | $1,613,000 | 104 |
| Number of Non-Managed Accounts | $25,000 | 307 |
| Total fiduciary and related assets | $2,053,681,000 | 115 |
| Managed Assets ($) | $2,032,185,000 | 84 |
| Non-managed Assets ($) | $21,496,000 | 321 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,964,000 | 88 |
| 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 | $1,628,000 | 137 |
| Number of Managed Accounts | $1,603,000 | 102 |
| Number of Non-Managed Accounts | $25,000 | 309 |
| Total fiduciary and related assets | $1,986,515,000 | 115 |
| Managed Assets ($) | $1,965,611,000 | 84 |
| Non-managed Assets ($) | $20,904,000 | 321 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,620,000 | 89 |
| 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 | $1,619,000 | 139 |
| Number of Managed Accounts | $1,594,000 | 102 |
| Number of Non-Managed Accounts | $25,000 | 308 |
| Total fiduciary and related assets | $1,960,084,000 | 117 |
| Managed Assets ($) | $1,939,367,000 | 85 |
| Non-managed Assets ($) | $20,717,000 | 325 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,745,000 | 89 |
| 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 | $1,607,000 | 145 |
| Number of Managed Accounts | $1,582,000 | 103 |
| Number of Non-Managed Accounts | $25,000 | 653 |
| Total fiduciary and related assets | $1,811,934,000 | 120 |
| Managed Assets ($) | $1,792,372,000 | 87 |
| Non-managed Assets ($) | $19,562,000 | 492 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,110,000 | 90 |
| 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 | $1,577,000 | 138 |
| Number of Managed Accounts | $1,554,000 | 104 |
| Number of Non-Managed Accounts | $23,000 | 305 |
| Total fiduciary and related assets | $1,775,399,000 | 119 |
| Managed Assets ($) | $1,756,399,000 | 87 |
| Non-managed Assets ($) | $19,000,000 | 310 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,557,000 | 89 |
| 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 | $1,555,000 | 139 |
| Number of Managed Accounts | $1,533,000 | 102 |
| Number of Non-Managed Accounts | $22,000 | 306 |
| Total fiduciary and related assets | $1,721,185,000 | 120 |
| Managed Assets ($) | $1,702,632,000 | 85 |
| Non-managed Assets ($) | $18,553,000 | 311 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,709,000 | 91 |
| 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 | $1,534,000 | 142 |
| Number of Managed Accounts | $1,512,000 | 105 |
| Number of Non-Managed Accounts | $22,000 | 302 |
| Total fiduciary and related assets | $1,721,817,000 | 119 |
| Managed Assets ($) | $1,703,264,000 | 86 |
| Non-managed Assets ($) | $18,553,000 | 308 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,343,000 | 91 |
| 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 | $1,501,000 | 149 |
| Number of Managed Accounts | $1,479,000 | 107 |
| Number of Non-Managed Accounts | $22,000 | 692 |
| Total fiduciary and related assets | $1,481,348,000 | 127 |
| Managed Assets ($) | $1,464,117,000 | 94 |
| Non-managed Assets ($) | $17,231,000 | 508 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,152,000 | 80 |
| 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 | $1,486,000 | 143 |
| Number of Managed Accounts | $1,464,000 | 111 |
| Number of Non-Managed Accounts | $22,000 | 320 |
| Total fiduciary and related assets | $1,409,863,000 | 127 |
| Managed Assets ($) | $1,393,839,000 | 99 |
| Non-managed Assets ($) | $16,024,000 | 322 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,029,000 | 81 |
| 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 | $1,489,000 | 145 |
| Number of Managed Accounts | $1,467,000 | 113 |
| Number of Non-Managed Accounts | $22,000 | 322 |
| Total fiduciary and related assets | $1,533,726,000 | 128 |
| Managed Assets ($) | $1,515,496,000 | 97 |
| Non-managed Assets ($) | $18,230,000 | 318 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,570,000 | 83 |
| 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 | $1,478,000 | 143 |
| Number of Managed Accounts | $1,463,000 | 109 |
| Number of Non-Managed Accounts | $15,000 | 344 |
| Total fiduciary and related assets | $1,527,184,000 | 127 |
| Managed Assets ($) | $1,512,282,000 | 93 |
| Non-managed Assets ($) | $14,902,000 | 325 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,260,000 | 81 |
| 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 | $1,470,000 | 152 |
| Number of Managed Accounts | $1,463,000 | 105 |
| Number of Non-Managed Accounts | $7,000 | 952 |
| Total fiduciary and related assets | $1,491,444,000 | 131 |
| Managed Assets ($) | $1,480,083,000 | 93 |
| Non-managed Assets ($) | $11,361,000 | 590 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,364,000 | 82 |
| 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 | $1,458,000 | 146 |
| Number of Managed Accounts | $1,450,000 | 105 |
| Number of Non-Managed Accounts | $8,000 | 361 |
| Total fiduciary and related assets | $1,417,659,000 | 131 |
| Managed Assets ($) | $1,406,995,000 | 92 |
| Non-managed Assets ($) | $10,664,000 | 335 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,153,000 | 82 |
| 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 | $1,472,000 | 142 |
| Number of Managed Accounts | $1,465,000 | 103 |
| Number of Non-Managed Accounts | $7,000 | 363 |
| Total fiduciary and related assets | $1,341,400,000 | 129 |
| Managed Assets ($) | $1,330,231,000 | 90 |
| Non-managed Assets ($) | $11,169,000 | 334 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,732,000 | 85 |
| 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 | $1,460,000 | 144 |
| Number of Managed Accounts | $1,452,000 | 104 |
| Number of Non-Managed Accounts | $8,000 | 366 |
| Total fiduciary and related assets | $1,423,889,000 | 129 |
| Managed Assets ($) | $1,411,821,000 | 89 |
| Non-managed Assets ($) | $12,068,000 | 338 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,877,000 | 86 |
| 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 | $1,464,000 | 153 |
| Number of Managed Accounts | $1,457,000 | 106 |
| Number of Non-Managed Accounts | $7,000 | 965 |
| Total fiduciary and related assets | $1,389,779,000 | 131 |
| Managed Assets ($) | $1,381,071,000 | 90 |
| Non-managed Assets ($) | $8,708,000 | 648 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,353,000 | 86 |
| 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 | $1,441,000 | 143 |
| Number of Managed Accounts | $1,439,000 | 101 |
| Number of Non-Managed Accounts | $2,000 | 377 |
| Total fiduciary and related assets | $1,355,022,000 | 131 |
| Managed Assets ($) | $1,355,017,000 | 91 |
| Non-managed Assets ($) | $5,000 | 382 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,437,000 | 85 |
| 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 | $1,450,000 | 144 |
| Number of Managed Accounts | $1,449,000 | 103 |
| Number of Non-Managed Accounts | $1,000 | 388 |
| Total fiduciary and related assets | $1,266,934,000 | 135 |
| Managed Assets ($) | $1,266,934,000 | 95 |
| Non-managed Assets ($) | $0 | 391 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,161,000 | 91 |
| 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 | $1,449,000 | 142 |
| Number of Managed Accounts | $1,446,000 | 103 |
| Number of Non-Managed Accounts | $3,000 | 380 |
| Total fiduciary and related assets | $1,145,818,000 | 137 |
| Managed Assets ($) | $1,145,803,000 | 97 |
| Non-managed Assets ($) | $15,000 | 390 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,468,000 | 92 |
| 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 | $1,426,000 | 157 |
| Number of Managed Accounts | $1,420,000 | 111 |
| Number of Non-Managed Accounts | $6,000 | 996 |
| Total fiduciary and related assets | $1,211,467,000 | 139 |
| Managed Assets ($) | $1,187,322,000 | 98 |
| Non-managed Assets ($) | $24,145,000 | 436 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,749,000 | 91 |
| 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 | $1,429,000 | 147 |
| Number of Managed Accounts | $1,423,000 | 108 |
| Number of Non-Managed Accounts | $6,000 | 390 |
| Total fiduciary and related assets | $1,361,203,000 | 134 |
| Managed Assets ($) | $1,335,157,000 | 99 |
| Non-managed Assets ($) | $26,046,000 | 310 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,175,000 | 91 |
| 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 | $1,431,000 | 148 |
| Number of Managed Accounts | $1,425,000 | 107 |
| Number of Non-Managed Accounts | $6,000 | 396 |
| Total fiduciary and related assets | $1,448,978,000 | 137 |
| Managed Assets ($) | $1,420,696,000 | 100 |
| Non-managed Assets ($) | $28,282,000 | 312 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,872,000 | 95 |
| 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 | $1,400,000 | 154 |
| Number of Managed Accounts | $1,392,000 | 114 |
| Number of Non-Managed Accounts | $8,000 | 393 |
| Total fiduciary and related assets | $1,447,508,000 | 140 |
| Managed Assets ($) | $1,417,610,000 | 102 |
| Non-managed Assets ($) | $29,898,000 | 312 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,952,000 | 95 |
| 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 | $1,376,000 | 163 |
| Number of Managed Accounts | $1,368,000 | 116 |
| Number of Non-Managed Accounts | $8,000 | 972 |
| Total fiduciary and related assets | $1,522,066,000 | 140 |
| Managed Assets ($) | $1,461,057,000 | 102 |
| Non-managed Assets ($) | $61,009,000 | 325 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,995,000 | 92 |
| 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 | $1,359,000 | 158 |
| Number of Managed Accounts | $1,351,000 | 118 |
| Number of Non-Managed Accounts | $8,000 | 379 |
| Total fiduciary and related assets | $1,527,128,000 | 140 |
| Managed Assets ($) | $1,463,930,000 | 104 |
| Non-managed Assets ($) | $63,198,000 | 260 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,941,000 | 93 |
| 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 | $1,346,000 | 162 |
| Number of Managed Accounts | $1,339,000 | 121 |
| Number of Non-Managed Accounts | $7,000 | 389 |
| Total fiduciary and related assets | $1,486,444,000 | 148 |
| Managed Assets ($) | $1,425,832,000 | 110 |
| Non-managed Assets ($) | $60,612,000 | 267 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,660,000 | 98 |
| 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 | $1,327,000 | 160 |
| Number of Managed Accounts | $1,320,000 | 121 |
| Number of Non-Managed Accounts | $7,000 | 389 |
| Total fiduciary and related assets | $1,384,240,000 | 153 |
| Managed Assets ($) | $1,325,396,000 | 111 |
| Non-managed Assets ($) | $58,844,000 | 268 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,714,000 | 97 |
| 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 | $1,314,000 | 175 |
| Number of Managed Accounts | $1,307,000 | 122 |
| Number of Non-Managed Accounts | $7,000 | 1,013 |
| Total fiduciary and related assets | $1,354,690,000 | 152 |
| Managed Assets ($) | $1,296,897,000 | 110 |
| Non-managed Assets ($) | $57,793,000 | 328 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,092,000 | 97 |
| 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 | $1,305,000 | 166 |
| Number of Managed Accounts | $1,298,000 | 127 |
| Number of Non-Managed Accounts | $7,000 | 377 |
| Total fiduciary and related assets | $1,316,396,000 | 158 |
| Managed Assets ($) | $1,261,980,000 | 111 |
| Non-managed Assets ($) | $54,416,000 | 274 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,394,000 | 100 |
| 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 | $1,316,000 | 169 |
| Number of Managed Accounts | $1,309,000 | 131 |
| Number of Non-Managed Accounts | $7,000 | 382 |
| Total fiduciary and related assets | $1,307,736,000 | 160 |
| Managed Assets ($) | $1,255,448,000 | 114 |
| Non-managed Assets ($) | $52,288,000 | 282 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,333,000 | 106 |
| 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 | $1,301,000 | 169 |
| Number of Managed Accounts | $1,294,000 | 132 |
| Number of Non-Managed Accounts | $7,000 | 388 |
| Total fiduciary and related assets | $1,334,346,000 | 159 |
| Managed Assets ($) | $1,281,780,000 | 113 |
| Non-managed Assets ($) | $52,566,000 | 284 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,640,000 | 106 |
| 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 | $1,301,000 | 175 |
| Number of Managed Accounts | $1,294,000 | 133 |
| Number of Non-Managed Accounts | $7,000 | 1,043 |
| Total fiduciary and related assets | $1,295,086,000 | 161 |
| Managed Assets ($) | $1,256,660,000 | 115 |
| Non-managed Assets ($) | $38,426,000 | 384 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,406,000 | 102 |
| 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 | $1,289,000 | 166 |
| Number of Managed Accounts | $1,282,000 | 125 |
| Number of Non-Managed Accounts | $7,000 | 378 |
| Total fiduciary and related assets | $1,288,540,000 | 161 |
| Managed Assets ($) | $1,249,407,000 | 113 |
| Non-managed Assets ($) | $39,133,000 | 292 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,732,000 | 104 |
| 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 | $1,264,000 | 167 |
| Number of Managed Accounts | $1,256,000 | 127 |
| Number of Non-Managed Accounts | $8,000 | 390 |
| Total fiduciary and related assets | $1,234,879,000 | 155 |
| Managed Assets ($) | $1,196,864,000 | 111 |
| Non-managed Assets ($) | $38,015,000 | 298 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,906,000 | 105 |
| 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 | $1,248,000 | 173 |
| Number of Managed Accounts | $1,240,000 | 129 |
| Number of Non-Managed Accounts | $8,000 | 393 |
| Total fiduciary and related assets | $1,243,098,000 | 161 |
| Managed Assets ($) | $1,204,413,000 | 114 |
| Non-managed Assets ($) | $38,685,000 | 303 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,400,000 | 108 |
| 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 | $1,255,000 | 185 |
| Number of Managed Accounts | $1,247,000 | 131 |
| Number of Non-Managed Accounts | $8,000 | 1,030 |
| Total fiduciary and related assets | $1,282,214,000 | 160 |
| Managed Assets ($) | $1,243,809,000 | 112 |
| Non-managed Assets ($) | $38,405,000 | 385 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,777,000 | 102 |
| 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 | $1,258,000 | 173 |
| Number of Managed Accounts | $1,250,000 | 130 |
| Number of Non-Managed Accounts | $8,000 | 384 |
| Total fiduciary and related assets | $1,236,704,000 | 156 |
| Managed Assets ($) | $1,200,718,000 | 112 |
| Non-managed Assets ($) | $35,986,000 | 298 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,979,000 | 101 |
| 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 | $1,264,000 | 171 |
| Number of Managed Accounts | $1,256,000 | 127 |
| Number of Non-Managed Accounts | $8,000 | 391 |
| Total fiduciary and related assets | $1,260,325,000 | 155 |
| Managed Assets ($) | $1,224,948,000 | 111 |
| Non-managed Assets ($) | $35,377,000 | 306 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,216,000 | 105 |
| 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 | $1,273,000 | 168 |
| Number of Managed Accounts | $1,264,000 | 127 |
| Number of Non-Managed Accounts | $9,000 | 396 |
| Total fiduciary and related assets | $1,263,160,000 | 157 |
| Managed Assets ($) | $1,228,448,000 | 114 |
| Non-managed Assets ($) | $34,712,000 | 309 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,624,000 | 105 |
| 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 | $1,279,000 | 186 |
| Number of Managed Accounts | $1,270,000 | 132 |
| Number of Non-Managed Accounts | $9,000 | 1,027 |
| Total fiduciary and related assets | $1,272,263,000 | 160 |
| Managed Assets ($) | $1,237,772,000 | 116 |
| Non-managed Assets ($) | $34,491,000 | 418 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,860,000 | 109 |
| 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 | $1,269,000 | 181 |
| Number of Managed Accounts | $1,259,000 | 136 |
| Number of Non-Managed Accounts | $10,000 | 397 |
| Total fiduciary and related assets | $1,208,880,000 | 169 |
| Managed Assets ($) | $1,174,958,000 | 120 |
| Non-managed Assets ($) | $33,922,000 | 321 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,321,000 | 114 |
| 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 | $1,263,000 | 185 |
| Number of Managed Accounts | $1,254,000 | 138 |
| Number of Non-Managed Accounts | $9,000 | 408 |
| Total fiduciary and related assets | $1,194,430,000 | 171 |
| Managed Assets ($) | $1,160,365,000 | 119 |
| Non-managed Assets ($) | $34,065,000 | 322 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,843,000 | 116 |
| 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 | $1,269,000 | 189 |
| Number of Managed Accounts | $1,261,000 | 146 |
| Number of Non-Managed Accounts | $8,000 | 418 |
| Total fiduciary and related assets | $1,117,337,000 | 176 |
| Managed Assets ($) | $1,085,933,000 | 121 |
| Non-managed Assets ($) | $31,404,000 | 333 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,318,000 | 120 |
| 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 | $1,281,000 | 204 |
| Number of Managed Accounts | $1,273,000 | 147 |
| Number of Non-Managed Accounts | $8,000 | 1,069 |
| Total fiduciary and related assets | $1,142,741,000 | 174 |
| Managed Assets ($) | $1,110,577,000 | 121 |
| Non-managed Assets ($) | $32,164,000 | 424 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,649,000 | 118 |
| 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 | $1,199,000 | 199 |
| Number of Managed Accounts | $1,179,000 | 145 |
| Number of Non-Managed Accounts | $20,000 | 832 |
| Total fiduciary and related assets | $1,250,859,000 | 156 |
| Managed Assets ($) | $1,219,598,000 | 116 |
| Non-managed Assets ($) | $31,261,000 | 416 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,442,000 | 116 |
| 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 | $8,452,000 | 129 |
| 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 | $7,729,000 | 156 |
| 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 | $7,134,000 | 162 |
| 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 | $5,766,000 | 182 |
| 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 | $4,266,000 | 236 |
| 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 | $4,016,000 | 254 |
| 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 | $3,643,000 | 269 |
| 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 | $3,350,000 | 280 |
| 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 | $3,390,000 | 284 |