Home > Chemung Canal Trust Company > Fiduciary and Related Services
Chemung Canal Trust Company, Fiduciary and Related Services
| 2025-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 5 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,747,000 | 152 |
| Number of Managed Accounts | $1,642,000 | 133 |
| Number of Non-Managed Accounts | $105,000 | 194 |
| Total fiduciary and related assets | $1,802,670,000 | 200 |
| Managed Assets ($) | $1,686,396,000 | 168 |
| Non-managed Assets ($) | $116,274,000 | 250 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,867,000 | 198 |
| 2024-12-31 | Rank | |
| Fiduciary powers granted | $0 | 1,468 |
| Fiduciary power exercised | $0 | 1,099 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,015 |
| Number of Managed Accounts | $0 | 970 |
| Number of Non-Managed Accounts | $0 | 807 |
| Total fiduciary and related assets | $0 | 1,015 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $87,385,000 | 52 |
| 2024-09-30 | Rank | |
| Fiduciary powers granted | $0 | 1,475 |
| Fiduciary power exercised | $0 | 1,109 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 380 |
| Number of Managed Accounts | $0 | 371 |
| Number of Non-Managed Accounts | $0 | 366 |
| Total fiduciary and related assets | $0 | 379 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $89,720,000 | 44 |
| 2024-06-30 | Rank | |
| Fiduciary powers granted | $0 | 1,477 |
| Fiduciary power exercised | $0 | 1,115 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 457 |
| Number of Managed Accounts | $0 | 450 |
| Number of Non-Managed Accounts | $0 | 436 |
| Total fiduciary and related assets | $0 | 457 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $84,237,000 | 39 |
| 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 | $1,765,000 | 148 |
| Number of Managed Accounts | $1,629,000 | 127 |
| Number of Non-Managed Accounts | $136,000 | 163 |
| Total fiduciary and related assets | $1,659,890,000 | 194 |
| Managed Assets ($) | $1,533,597,000 | 161 |
| Non-managed Assets ($) | $126,293,000 | 219 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,716,000 | 169 |
| 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 | $1,795,000 | 148 |
| Number of Managed Accounts | $1,653,000 | 126 |
| Number of Non-Managed Accounts | $142,000 | 177 |
| Total fiduciary and related assets | $1,715,529,000 | 188 |
| Managed Assets ($) | $1,575,123,000 | 150 |
| Non-managed Assets ($) | $140,406,000 | 237 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,182,000 | 165 |
| 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 | $1,839,000 | 156 |
| Number of Managed Accounts | $1,698,000 | 129 |
| Number of Non-Managed Accounts | $141,000 | 168 |
| Total fiduciary and related assets | $1,681,769,000 | 193 |
| Managed Assets ($) | $1,548,425,000 | 159 |
| Non-managed Assets ($) | $133,344,000 | 221 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,579,000 | 169 |
| 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 | $1,843,000 | 158 |
| Number of Managed Accounts | $1,709,000 | 133 |
| Number of Non-Managed Accounts | $134,000 | 222 |
| Total fiduciary and related assets | $1,638,313,000 | 195 |
| Managed Assets ($) | $1,509,330,000 | 163 |
| Non-managed Assets ($) | $128,983,000 | 251 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,280,000 | 175 |
| 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 | $1,872,000 | 151 |
| Number of Managed Accounts | $1,719,000 | 132 |
| Number of Non-Managed Accounts | $153,000 | 164 |
| Total fiduciary and related assets | $1,540,507,000 | 196 |
| Managed Assets ($) | $1,418,878,000 | 162 |
| Non-managed Assets ($) | $121,629,000 | 230 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,787,000 | 176 |
| 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 | $1,947,000 | 133 |
| Number of Managed Accounts | $1,723,000 | 121 |
| Number of Non-Managed Accounts | $224,000 | 126 |
| Total fiduciary and related assets | $1,627,196,000 | 163 |
| Managed Assets ($) | $1,494,759,000 | 138 |
| Non-managed Assets ($) | $132,437,000 | 212 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,385,000 | 144 |
| 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 | $1,942,000 | 135 |
| Number of Managed Accounts | $1,720,000 | 122 |
| Number of Non-Managed Accounts | $222,000 | 124 |
| Total fiduciary and related assets | $1,836,444,000 | 163 |
| Managed Assets ($) | $1,688,236,000 | 138 |
| Non-managed Assets ($) | $148,208,000 | 197 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,757,000 | 142 |
| 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 | $1,933,000 | 135 |
| Number of Managed Accounts | $1,713,000 | 123 |
| Number of Non-Managed Accounts | $220,000 | 144 |
| Total fiduciary and related assets | $1,940,386,000 | 163 |
| Managed Assets ($) | $1,780,844,000 | 137 |
| Non-managed Assets ($) | $159,542,000 | 215 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,072,000 | 144 |
| 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 | $1,939,000 | 132 |
| Number of Managed Accounts | $1,728,000 | 123 |
| Number of Non-Managed Accounts | $211,000 | 125 |
| Total fiduciary and related assets | $1,879,755,000 | 162 |
| Managed Assets ($) | $1,713,711,000 | 138 |
| Non-managed Assets ($) | $166,044,000 | 190 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,247,000 | 143 |
| 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 | $1,912,000 | 137 |
| Number of Managed Accounts | $1,709,000 | 126 |
| Number of Non-Managed Accounts | $203,000 | 130 |
| Total fiduciary and related assets | $1,888,674,000 | 162 |
| Managed Assets ($) | $1,719,518,000 | 137 |
| Non-managed Assets ($) | $169,156,000 | 206 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,481,000 | 140 |
| 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 | $1,909,000 | 135 |
| Number of Managed Accounts | $1,709,000 | 125 |
| Number of Non-Managed Accounts | $200,000 | 129 |
| Total fiduciary and related assets | $1,802,004,000 | 161 |
| Managed Assets ($) | $1,644,601,000 | 137 |
| Non-managed Assets ($) | $157,403,000 | 193 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,677,000 | 146 |
| 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 | $1,926,000 | 137 |
| Number of Managed Accounts | $1,729,000 | 122 |
| Number of Non-Managed Accounts | $197,000 | 158 |
| Total fiduciary and related assets | $1,744,456,000 | 163 |
| Managed Assets ($) | $1,594,121,000 | 139 |
| Non-managed Assets ($) | $150,335,000 | 211 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,492,000 | 148 |
| 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 | $1,918,000 | 135 |
| Number of Managed Accounts | $1,834,000 | 111 |
| Number of Non-Managed Accounts | $84,000 | 198 |
| Total fiduciary and related assets | $1,585,560,000 | 160 |
| Managed Assets ($) | $1,457,401,000 | 136 |
| Non-managed Assets ($) | $128,159,000 | 201 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,968,000 | 147 |
| 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 | $1,909,000 | 135 |
| Number of Managed Accounts | $1,825,000 | 114 |
| Number of Non-Managed Accounts | $84,000 | 214 |
| Total fiduciary and related assets | $1,511,739,000 | 163 |
| Managed Assets ($) | $1,389,959,000 | 140 |
| Non-managed Assets ($) | $121,780,000 | 220 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,554,000 | 147 |
| 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 | $1,910,000 | 135 |
| Number of Managed Accounts | $1,821,000 | 114 |
| Number of Non-Managed Accounts | $89,000 | 197 |
| Total fiduciary and related assets | $1,376,449,000 | 162 |
| Managed Assets ($) | $1,271,896,000 | 139 |
| Non-managed Assets ($) | $104,553,000 | 207 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,228,000 | 155 |
| 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 | $1,929,000 | 139 |
| Number of Managed Accounts | $1,836,000 | 117 |
| Number of Non-Managed Accounts | $93,000 | 273 |
| Total fiduciary and related assets | $1,573,547,000 | 166 |
| Managed Assets ($) | $1,447,535,000 | 135 |
| Non-managed Assets ($) | $126,012,000 | 224 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,504,000 | 146 |
| 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 | $1,919,000 | 138 |
| Number of Managed Accounts | $1,827,000 | 118 |
| Number of Non-Managed Accounts | $92,000 | 192 |
| Total fiduciary and related assets | $1,509,581,000 | 166 |
| Managed Assets ($) | $1,397,598,000 | 137 |
| Non-managed Assets ($) | $111,983,000 | 211 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,115,000 | 145 |
| 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 | $1,916,000 | 139 |
| Number of Managed Accounts | $1,825,000 | 121 |
| Number of Non-Managed Accounts | $91,000 | 201 |
| Total fiduciary and related assets | $1,519,507,000 | 165 |
| Managed Assets ($) | $1,409,692,000 | 133 |
| Non-managed Assets ($) | $109,815,000 | 228 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,801,000 | 145 |
| 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 | $1,883,000 | 140 |
| Number of Managed Accounts | $1,790,000 | 123 |
| Number of Non-Managed Accounts | $93,000 | 202 |
| Total fiduciary and related assets | $1,478,006,000 | 165 |
| Managed Assets ($) | $1,368,763,000 | 136 |
| Non-managed Assets ($) | $109,243,000 | 227 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,277,000 | 147 |
| 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 | $1,895,000 | 137 |
| Number of Managed Accounts | $1,793,000 | 119 |
| Number of Non-Managed Accounts | $102,000 | 257 |
| Total fiduciary and related assets | $1,439,932,000 | 160 |
| Managed Assets ($) | $1,275,314,000 | 135 |
| Non-managed Assets ($) | $164,618,000 | 192 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,317,000 | 149 |
| 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 | $1,893,000 | 133 |
| Number of Managed Accounts | $1,786,000 | 117 |
| Number of Non-Managed Accounts | $107,000 | 191 |
| Total fiduciary and related assets | $1,580,747,000 | 155 |
| Managed Assets ($) | $1,394,948,000 | 133 |
| Non-managed Assets ($) | $185,799,000 | 183 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,095,000 | 147 |
| 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 | $1,888,000 | 133 |
| Number of Managed Accounts | $1,783,000 | 115 |
| Number of Non-Managed Accounts | $105,000 | 194 |
| Total fiduciary and related assets | $1,529,553,000 | 158 |
| Managed Assets ($) | $1,346,657,000 | 132 |
| Non-managed Assets ($) | $182,896,000 | 188 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,689,000 | 146 |
| 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 | $1,899,000 | 134 |
| Number of Managed Accounts | $1,792,000 | 114 |
| Number of Non-Managed Accounts | $107,000 | 198 |
| Total fiduciary and related assets | $1,519,266,000 | 159 |
| Managed Assets ($) | $1,335,109,000 | 132 |
| Non-managed Assets ($) | $184,157,000 | 189 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,315,000 | 150 |
| 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 | $1,895,000 | 135 |
| Number of Managed Accounts | $1,793,000 | 111 |
| Number of Non-Managed Accounts | $102,000 | 265 |
| Total fiduciary and related assets | $1,531,284,000 | 159 |
| Managed Assets ($) | $1,349,667,000 | 130 |
| Non-managed Assets ($) | $181,617,000 | 189 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,805,000 | 146 |
| 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 | $1,882,000 | 132 |
| Number of Managed Accounts | $1,776,000 | 113 |
| Number of Non-Managed Accounts | $106,000 | 197 |
| Total fiduciary and related assets | $1,468,665,000 | 160 |
| Managed Assets ($) | $1,293,101,000 | 129 |
| Non-managed Assets ($) | $175,564,000 | 194 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,525,000 | 145 |
| 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 | $1,906,000 | 132 |
| Number of Managed Accounts | $1,800,000 | 104 |
| Number of Non-Managed Accounts | $106,000 | 197 |
| Total fiduciary and related assets | $1,421,024,000 | 157 |
| Managed Assets ($) | $1,255,283,000 | 129 |
| Non-managed Assets ($) | $165,741,000 | 197 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,378,000 | 145 |
| 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 | $1,891,000 | 128 |
| Number of Managed Accounts | $1,789,000 | 105 |
| Number of Non-Managed Accounts | $102,000 | 194 |
| Total fiduciary and related assets | $1,388,790,000 | 155 |
| Managed Assets ($) | $1,228,027,000 | 126 |
| Non-managed Assets ($) | $160,763,000 | 196 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,109,000 | 146 |
| 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 | $1,865,000 | 131 |
| Number of Managed Accounts | $1,766,000 | 106 |
| Number of Non-Managed Accounts | $99,000 | 271 |
| Total fiduciary and related assets | $1,340,627,000 | 156 |
| Managed Assets ($) | $1,199,205,000 | 124 |
| Non-managed Assets ($) | $141,422,000 | 205 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,316,000 | 141 |
| 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 | $1,865,000 | 128 |
| Number of Managed Accounts | $1,756,000 | 101 |
| Number of Non-Managed Accounts | $109,000 | 190 |
| Total fiduciary and related assets | $1,330,128,000 | 154 |
| Managed Assets ($) | $1,180,870,000 | 128 |
| Non-managed Assets ($) | $149,258,000 | 200 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,240,000 | 140 |
| 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 | $1,860,000 | 128 |
| Number of Managed Accounts | $1,754,000 | 102 |
| Number of Non-Managed Accounts | $106,000 | 195 |
| Total fiduciary and related assets | $1,294,230,000 | 155 |
| Managed Assets ($) | $1,152,285,000 | 128 |
| Non-managed Assets ($) | $141,945,000 | 204 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,213,000 | 140 |
| 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 | $1,886,000 | 128 |
| Number of Managed Accounts | $1,777,000 | 103 |
| Number of Non-Managed Accounts | $109,000 | 196 |
| Total fiduciary and related assets | $1,262,157,000 | 160 |
| Managed Assets ($) | $1,141,749,000 | 129 |
| Non-managed Assets ($) | $120,408,000 | 208 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,012,000 | 140 |
| 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 | $1,897,000 | 125 |
| Number of Managed Accounts | $1,790,000 | 102 |
| Number of Non-Managed Accounts | $107,000 | 266 |
| Total fiduciary and related assets | $1,391,531,000 | 147 |
| Managed Assets ($) | $1,134,250,000 | 128 |
| Non-managed Assets ($) | $257,281,000 | 150 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,521,000 | 137 |
| 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 | $1,899,000 | 123 |
| Number of Managed Accounts | $1,796,000 | 101 |
| Number of Non-Managed Accounts | $103,000 | 197 |
| Total fiduciary and related assets | $1,356,261,000 | 149 |
| Managed Assets ($) | $1,100,901,000 | 129 |
| Non-managed Assets ($) | $255,360,000 | 155 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,446,000 | 137 |
| 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 | $1,900,000 | 125 |
| Number of Managed Accounts | $1,796,000 | 104 |
| Number of Non-Managed Accounts | $104,000 | 196 |
| Total fiduciary and related assets | $1,443,308,000 | 148 |
| Managed Assets ($) | $1,178,409,000 | 128 |
| Non-managed Assets ($) | $264,899,000 | 154 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,324,000 | 138 |
| 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 | $1,928,000 | 121 |
| Number of Managed Accounts | $1,822,000 | 100 |
| Number of Non-Managed Accounts | $106,000 | 190 |
| Total fiduciary and related assets | $1,488,740,000 | 144 |
| Managed Assets ($) | $1,227,408,000 | 124 |
| Non-managed Assets ($) | $261,332,000 | 156 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,126,000 | 141 |
| 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 | $1,934,000 | 123 |
| Number of Managed Accounts | $1,826,000 | 99 |
| Number of Non-Managed Accounts | $108,000 | 275 |
| Total fiduciary and related assets | $1,484,844,000 | 143 |
| Managed Assets ($) | $1,228,332,000 | 123 |
| Non-managed Assets ($) | $256,512,000 | 157 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,746,000 | 152 |
| 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 | $1,917,000 | 119 |
| Number of Managed Accounts | $1,806,000 | 100 |
| Number of Non-Managed Accounts | $111,000 | 189 |
| Total fiduciary and related assets | $1,456,994,000 | 145 |
| Managed Assets ($) | $1,197,731,000 | 122 |
| Non-managed Assets ($) | $259,263,000 | 155 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,815,000 | 147 |
| 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 | $1,913,000 | 118 |
| Number of Managed Accounts | $1,802,000 | 99 |
| Number of Non-Managed Accounts | $111,000 | 191 |
| Total fiduciary and related assets | $1,480,391,000 | 142 |
| Managed Assets ($) | $1,216,224,000 | 119 |
| Non-managed Assets ($) | $264,167,000 | 152 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,872,000 | 146 |
| 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 | $1,916,000 | 119 |
| Number of Managed Accounts | $1,804,000 | 99 |
| Number of Non-Managed Accounts | $112,000 | 196 |
| Total fiduciary and related assets | $1,435,010,000 | 142 |
| Managed Assets ($) | $1,173,750,000 | 122 |
| Non-managed Assets ($) | $261,260,000 | 154 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,885,000 | 147 |
| 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 | $1,904,000 | 122 |
| Number of Managed Accounts | $1,793,000 | 99 |
| Number of Non-Managed Accounts | $111,000 | 291 |
| Total fiduciary and related assets | $1,425,142,000 | 144 |
| Managed Assets ($) | $1,164,473,000 | 123 |
| Non-managed Assets ($) | $260,669,000 | 151 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,344,000 | 144 |
| 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 | $1,905,000 | 118 |
| Number of Managed Accounts | $1,797,000 | 96 |
| Number of Non-Managed Accounts | $108,000 | 205 |
| Total fiduciary and related assets | $1,348,000,000 | 139 |
| Managed Assets ($) | $1,107,770,000 | 120 |
| Non-managed Assets ($) | $240,230,000 | 151 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,448,000 | 143 |
| 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 | $1,901,000 | 117 |
| Number of Managed Accounts | $1,790,000 | 94 |
| Number of Non-Managed Accounts | $111,000 | 207 |
| Total fiduciary and related assets | $1,312,191,000 | 139 |
| Managed Assets ($) | $1,079,005,000 | 119 |
| Non-managed Assets ($) | $233,186,000 | 154 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,636,000 | 142 |
| 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 | $1,886,000 | 119 |
| Number of Managed Accounts | $1,778,000 | 92 |
| Number of Non-Managed Accounts | $108,000 | 206 |
| Total fiduciary and related assets | $1,305,335,000 | 144 |
| Managed Assets ($) | $1,072,330,000 | 119 |
| Non-managed Assets ($) | $233,005,000 | 155 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,750,000 | 145 |
| 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 | $1,909,000 | 122 |
| Number of Managed Accounts | $1,804,000 | 89 |
| Number of Non-Managed Accounts | $105,000 | 311 |
| Total fiduciary and related assets | $1,231,622,000 | 146 |
| Managed Assets ($) | $1,011,681,000 | 121 |
| Non-managed Assets ($) | $219,941,000 | 155 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,827,000 | 144 |
| 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 | $1,904,000 | 116 |
| Number of Managed Accounts | $1,797,000 | 90 |
| Number of Non-Managed Accounts | $107,000 | 198 |
| Total fiduciary and related assets | $1,224,715,000 | 145 |
| Managed Assets ($) | $1,005,427,000 | 122 |
| Non-managed Assets ($) | $219,288,000 | 155 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,170,000 | 143 |
| 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 | $1,898,000 | 114 |
| Number of Managed Accounts | $1,792,000 | 90 |
| Number of Non-Managed Accounts | $106,000 | 200 |
| Total fiduciary and related assets | $1,182,631,000 | 144 |
| Managed Assets ($) | $972,292,000 | 121 |
| Non-managed Assets ($) | $210,339,000 | 159 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,501,000 | 142 |
| 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 | $1,908,000 | 114 |
| Number of Managed Accounts | $1,801,000 | 89 |
| Number of Non-Managed Accounts | $107,000 | 196 |
| Total fiduciary and related assets | $1,217,739,000 | 143 |
| Managed Assets ($) | $1,001,116,000 | 121 |
| Non-managed Assets ($) | $216,623,000 | 154 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,776,000 | 138 |
| 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 | $1,905,000 | 115 |
| Number of Managed Accounts | $1,802,000 | 87 |
| Number of Non-Managed Accounts | $103,000 | 313 |
| Total fiduciary and related assets | $1,135,916,000 | 141 |
| Managed Assets ($) | $938,672,000 | 122 |
| Non-managed Assets ($) | $197,244,000 | 162 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,710,000 | 125 |
| 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 | $1,895,000 | 110 |
| Number of Managed Accounts | $1,799,000 | 88 |
| Number of Non-Managed Accounts | $96,000 | 204 |
| Total fiduciary and related assets | $1,075,294,000 | 145 |
| Managed Assets ($) | $888,992,000 | 125 |
| Non-managed Assets ($) | $186,302,000 | 165 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,131,000 | 127 |
| 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 | $1,904,000 | 111 |
| Number of Managed Accounts | $1,808,000 | 91 |
| Number of Non-Managed Accounts | $96,000 | 207 |
| Total fiduciary and related assets | $1,222,727,000 | 145 |
| Managed Assets ($) | $1,018,543,000 | 123 |
| Non-managed Assets ($) | $204,184,000 | 156 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,384,000 | 129 |
| 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 | $1,907,000 | 108 |
| Number of Managed Accounts | $1,810,000 | 86 |
| Number of Non-Managed Accounts | $97,000 | 210 |
| Total fiduciary and related assets | $1,223,304,000 | 144 |
| Managed Assets ($) | $1,018,876,000 | 121 |
| Non-managed Assets ($) | $204,428,000 | 161 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,616,000 | 128 |
| 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 | $1,896,000 | 112 |
| Number of Managed Accounts | $1,792,000 | 85 |
| Number of Non-Managed Accounts | $104,000 | 323 |
| Total fiduciary and related assets | $1,186,466,000 | 147 |
| Managed Assets ($) | $989,949,000 | 122 |
| Non-managed Assets ($) | $196,517,000 | 168 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,497,000 | 88 |
| 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 | $1,903,000 | 106 |
| Number of Managed Accounts | $1,798,000 | 83 |
| Number of Non-Managed Accounts | $105,000 | 207 |
| Total fiduciary and related assets | $1,177,709,000 | 144 |
| Managed Assets ($) | $991,969,000 | 118 |
| Non-managed Assets ($) | $185,740,000 | 169 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,257,000 | 100 |
| 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 | $1,917,000 | 106 |
| Number of Managed Accounts | $1,813,000 | 82 |
| Number of Non-Managed Accounts | $104,000 | 211 |
| Total fiduciary and related assets | $1,109,959,000 | 142 |
| Managed Assets ($) | $939,639,000 | 115 |
| Non-managed Assets ($) | $170,320,000 | 174 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,073,000 | 102 |
| 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 | $1,914,000 | 107 |
| Number of Managed Accounts | $1,809,000 | 84 |
| Number of Non-Managed Accounts | $105,000 | 211 |
| Total fiduciary and related assets | $1,188,115,000 | 143 |
| Managed Assets ($) | $1,006,597,000 | 113 |
| Non-managed Assets ($) | $181,518,000 | 174 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,088,000 | 102 |
| 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 | $1,911,000 | 116 |
| Number of Managed Accounts | $1,808,000 | 88 |
| Number of Non-Managed Accounts | $103,000 | 341 |
| Total fiduciary and related assets | $1,160,991,000 | 143 |
| Managed Assets ($) | $985,350,000 | 115 |
| Non-managed Assets ($) | $175,641,000 | 181 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,088,000 | 102 |
| 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 | $1,871,000 | 115 |
| Number of Managed Accounts | $1,771,000 | 88 |
| Number of Non-Managed Accounts | $100,000 | 213 |
| Total fiduciary and related assets | $1,128,559,000 | 146 |
| Managed Assets ($) | $968,326,000 | 115 |
| Non-managed Assets ($) | $160,233,000 | 172 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,999,000 | 101 |
| 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 | $1,874,000 | 113 |
| Number of Managed Accounts | $1,769,000 | 90 |
| Number of Non-Managed Accounts | $105,000 | 212 |
| Total fiduciary and related assets | $1,053,827,000 | 148 |
| Managed Assets ($) | $910,461,000 | 116 |
| Non-managed Assets ($) | $143,366,000 | 182 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,885,000 | 104 |
| 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 | $1,854,000 | 113 |
| Number of Managed Accounts | $1,753,000 | 90 |
| Number of Non-Managed Accounts | $101,000 | 214 |
| Total fiduciary and related assets | $985,560,000 | 149 |
| Managed Assets ($) | $857,294,000 | 116 |
| Non-managed Assets ($) | $128,266,000 | 184 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,773,000 | 110 |
| 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 | $1,849,000 | 130 |
| Number of Managed Accounts | $1,750,000 | 94 |
| Number of Non-Managed Accounts | $99,000 | 360 |
| Total fiduciary and related assets | $1,131,766,000 | 142 |
| Managed Assets ($) | $995,899,000 | 112 |
| Non-managed Assets ($) | $135,867,000 | 199 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,834,000 | 125 |
| 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 | $1,846,000 | 120 |
| Number of Managed Accounts | $1,750,000 | 93 |
| Number of Non-Managed Accounts | $96,000 | 227 |
| Total fiduciary and related assets | $1,102,283,000 | 155 |
| Managed Assets ($) | $941,037,000 | 119 |
| Non-managed Assets ($) | $161,246,000 | 179 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,109,000 | 127 |
| 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 | $1,835,000 | 124 |
| Number of Managed Accounts | $1,740,000 | 96 |
| Number of Non-Managed Accounts | $95,000 | 232 |
| Total fiduciary and related assets | $1,201,400,000 | 155 |
| Managed Assets ($) | $1,024,860,000 | 121 |
| Non-managed Assets ($) | $176,540,000 | 181 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,495,000 | 130 |
| 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 | $1,805,000 | 124 |
| Number of Managed Accounts | $1,711,000 | 95 |
| Number of Non-Managed Accounts | $94,000 | 231 |
| Total fiduciary and related assets | $1,220,788,000 | 158 |
| Managed Assets ($) | $1,044,919,000 | 124 |
| Non-managed Assets ($) | $175,869,000 | 186 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,782,000 | 128 |
| 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 | $1,769,000 | 131 |
| Number of Managed Accounts | $1,674,000 | 97 |
| Number of Non-Managed Accounts | $95,000 | 374 |
| Total fiduciary and related assets | $1,215,762,000 | 164 |
| Managed Assets ($) | $1,032,400,000 | 127 |
| Non-managed Assets ($) | $183,362,000 | 191 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,345,000 | 136 |
| 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 | $1,751,000 | 120 |
| Number of Managed Accounts | $1,663,000 | 95 |
| Number of Non-Managed Accounts | $88,000 | 227 |
| Total fiduciary and related assets | $1,348,360,000 | 152 |
| Managed Assets ($) | $1,180,399,000 | 116 |
| Non-managed Assets ($) | $167,961,000 | 191 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,546,000 | 138 |
| 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 | $1,742,000 | 123 |
| Number of Managed Accounts | $1,654,000 | 94 |
| Number of Non-Managed Accounts | $88,000 | 235 |
| Total fiduciary and related assets | $1,321,604,000 | 160 |
| Managed Assets ($) | $1,151,882,000 | 124 |
| Non-managed Assets ($) | $169,722,000 | 199 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,738,000 | 154 |
| 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 | $1,454,000 | 148 |
| Number of Managed Accounts | $1,374,000 | 113 |
| Number of Non-Managed Accounts | $80,000 | 247 |
| Total fiduciary and related assets | $1,000,887,000 | 186 |
| Managed Assets ($) | $847,627,000 | 146 |
| Non-managed Assets ($) | $153,260,000 | 201 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,189,000 | 166 |
| 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 | $1,427,000 | 164 |
| Number of Managed Accounts | $1,350,000 | 119 |
| Number of Non-Managed Accounts | $77,000 | 428 |
| Total fiduciary and related assets | $985,936,000 | 183 |
| Managed Assets ($) | $839,792,000 | 147 |
| Non-managed Assets ($) | $146,144,000 | 206 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,901,000 | 156 |
| 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 | $1,421,000 | 155 |
| Number of Managed Accounts | $1,347,000 | 124 |
| Number of Non-Managed Accounts | $74,000 | 255 |
| Total fiduciary and related assets | $955,395,000 | 188 |
| Managed Assets ($) | $815,053,000 | 153 |
| Non-managed Assets ($) | $140,342,000 | 212 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,580,000 | 163 |
| 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 | $1,434,000 | 155 |
| Number of Managed Accounts | $1,355,000 | 126 |
| Number of Non-Managed Accounts | $79,000 | 258 |
| Total fiduciary and related assets | $935,444,000 | 193 |
| Managed Assets ($) | $795,325,000 | 159 |
| Non-managed Assets ($) | $140,119,000 | 221 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,426,000 | 168 |
| 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 | $1,403,000 | 158 |
| Number of Managed Accounts | $1,326,000 | 126 |
| Number of Non-Managed Accounts | $77,000 | 269 |
| Total fiduciary and related assets | $958,195,000 | 193 |
| Managed Assets ($) | $816,100,000 | 156 |
| Non-managed Assets ($) | $142,095,000 | 222 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,175,000 | 167 |
| 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 | $1,385,000 | 169 |
| Number of Managed Accounts | $1,314,000 | 127 |
| Number of Non-Managed Accounts | $71,000 | 479 |
| Total fiduciary and related assets | $932,144,000 | 194 |
| Managed Assets ($) | $795,690,000 | 160 |
| Non-managed Assets ($) | $136,454,000 | 231 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,094,000 | 159 |
| 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 | $1,366,000 | 155 |
| Number of Managed Accounts | $1,297,000 | 124 |
| Number of Non-Managed Accounts | $69,000 | 274 |
| Total fiduciary and related assets | $931,464,000 | 191 |
| Managed Assets ($) | $803,871,000 | 154 |
| Non-managed Assets ($) | $127,593,000 | 222 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,625,000 | 161 |
| 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 | $1,354,000 | 156 |
| Number of Managed Accounts | $1,291,000 | 122 |
| Number of Non-Managed Accounts | $63,000 | 283 |
| Total fiduciary and related assets | $918,579,000 | 188 |
| Managed Assets ($) | $822,860,000 | 147 |
| Non-managed Assets ($) | $95,719,000 | 234 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,339,000 | 163 |
| 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 | $1,333,000 | 163 |
| Number of Managed Accounts | $1,272,000 | 125 |
| Number of Non-Managed Accounts | $61,000 | 285 |
| Total fiduciary and related assets | $919,360,000 | 190 |
| Managed Assets ($) | $825,939,000 | 144 |
| Non-managed Assets ($) | $93,421,000 | 236 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,137,000 | 169 |
| 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 | $1,351,000 | 174 |
| Number of Managed Accounts | $1,290,000 | 127 |
| Number of Non-Managed Accounts | $61,000 | 532 |
| Total fiduciary and related assets | $930,343,000 | 189 |
| Managed Assets ($) | $832,233,000 | 143 |
| Non-managed Assets ($) | $98,110,000 | 262 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,725,000 | 159 |
| 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 | $1,303,000 | 166 |
| Number of Managed Accounts | $1,239,000 | 131 |
| Number of Non-Managed Accounts | $64,000 | 286 |
| Total fiduciary and related assets | $909,842,000 | 184 |
| Managed Assets ($) | $817,626,000 | 141 |
| Non-managed Assets ($) | $92,216,000 | 241 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,511,000 | 159 |
| 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 | $1,310,000 | 165 |
| Number of Managed Accounts | $1,185,000 | 139 |
| Number of Non-Managed Accounts | $125,000 | 241 |
| Total fiduciary and related assets | $910,535,000 | 185 |
| Managed Assets ($) | $811,168,000 | 139 |
| Non-managed Assets ($) | $99,367,000 | 240 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,379,000 | 162 |
| 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 | $1,331,000 | 163 |
| Number of Managed Accounts | $1,191,000 | 139 |
| Number of Non-Managed Accounts | $140,000 | 231 |
| Total fiduciary and related assets | $911,052,000 | 188 |
| Managed Assets ($) | $814,479,000 | 140 |
| Non-managed Assets ($) | $96,573,000 | 245 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,141,000 | 163 |
| 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 | $1,297,000 | 183 |
| Number of Managed Accounts | $1,232,000 | 141 |
| Number of Non-Managed Accounts | $65,000 | 544 |
| Total fiduciary and related assets | $891,536,000 | 188 |
| Managed Assets ($) | $809,930,000 | 141 |
| Non-managed Assets ($) | $81,606,000 | 285 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,451,000 | 162 |
| 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 | $1,331,000 | 172 |
| Number of Managed Accounts | $1,258,000 | 138 |
| Number of Non-Managed Accounts | $73,000 | 298 |
| Total fiduciary and related assets | $845,219,000 | 196 |
| Managed Assets ($) | $772,509,000 | 148 |
| Non-managed Assets ($) | $72,710,000 | 268 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,245,000 | 172 |
| 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 | $1,355,000 | 170 |
| Number of Managed Accounts | $1,253,000 | 139 |
| Number of Non-Managed Accounts | $102,000 | 277 |
| Total fiduciary and related assets | $846,503,000 | 202 |
| Managed Assets ($) | $775,128,000 | 149 |
| Non-managed Assets ($) | $71,375,000 | 277 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,169,000 | 177 |
| 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 | $1,386,000 | 172 |
| Number of Managed Accounts | $1,290,000 | 141 |
| Number of Non-Managed Accounts | $96,000 | 288 |
| Total fiduciary and related assets | $802,007,000 | 209 |
| Managed Assets ($) | $740,236,000 | 154 |
| Non-managed Assets ($) | $61,771,000 | 287 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,083,000 | 180 |
| 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 | $1,414,000 | 182 |
| Number of Managed Accounts | $1,319,000 | 141 |
| Number of Non-Managed Accounts | $95,000 | 438 |
| Total fiduciary and related assets | $818,961,000 | 206 |
| Managed Assets ($) | $755,275,000 | 153 |
| Non-managed Assets ($) | $63,686,000 | 322 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,488,000 | 177 |
| 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 | $1,479,000 | 155 |
| Number of Managed Accounts | $1,403,000 | 121 |
| Number of Non-Managed Accounts | $76,000 | 478 |
| Total fiduciary and related assets | $927,598,000 | 179 |
| Managed Assets ($) | $865,613,000 | 138 |
| Non-managed Assets ($) | $61,985,000 | 303 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,537,000 | 180 |
| 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 | $4,864,000 | 168 |
| 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 | $4,660,000 | 199 |
| 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 | $4,389,000 | 204 |
| 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 | $4,079,000 | 218 |
| 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 | $3,708,000 | 257 |
| 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 | $3,677,000 | 267 |
| 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 | $3,323,000 | 283 |
| 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 | $3,268,000 | 286 |
| 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 | $3,176,000 | 294 |