Home > Citizens Business Bank > Fiduciary and Related Services
Citizens Business Bank, Fiduciary and Related Services
| 2023-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 4 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,139,000 | 226 |
| Number of Managed Accounts | $1,116,000 | 187 |
| Number of Non-Managed Accounts | $23,000 | 509 |
| Total fiduciary and related assets | $3,012,181,000 | 145 |
| Managed Assets ($) | $2,814,830,000 | 109 |
| Non-managed Assets ($) | $197,351,000 | 219 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,329,000 | 168 |
| 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 | $1,094,000 | 220 |
| Number of Managed Accounts | $1,070,000 | 185 |
| Number of Non-Managed Accounts | $24,000 | 295 |
| Total fiduciary and related assets | $2,899,665,000 | 144 |
| Managed Assets ($) | $2,673,969,000 | 112 |
| Non-managed Assets ($) | $225,696,000 | 185 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,754,000 | 168 |
| 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 | $1,064,000 | 231 |
| Number of Managed Accounts | $1,041,000 | 189 |
| Number of Non-Managed Accounts | $23,000 | 346 |
| Total fiduciary and related assets | $2,601,371,000 | 148 |
| Managed Assets ($) | $2,405,631,000 | 116 |
| Non-managed Assets ($) | $195,740,000 | 209 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,120,000 | 167 |
| 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 | $981,000 | 235 |
| Number of Managed Accounts | $960,000 | 204 |
| Number of Non-Managed Accounts | $21,000 | 311 |
| Total fiduciary and related assets | $2,443,963,000 | 162 |
| Managed Assets ($) | $2,253,090,000 | 129 |
| Non-managed Assets ($) | $190,873,000 | 205 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,336,000 | 180 |
| 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 | $886,000 | 271 |
| Number of Managed Accounts | $865,000 | 235 |
| Number of Non-Managed Accounts | $21,000 | 544 |
| Total fiduciary and related assets | $2,103,204,000 | 172 |
| Managed Assets ($) | $1,916,913,000 | 137 |
| Non-managed Assets ($) | $186,291,000 | 224 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,212,000 | 188 |
| 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 | $852,000 | 260 |
| Number of Managed Accounts | $831,000 | 229 |
| Number of Non-Managed Accounts | $21,000 | 320 |
| Total fiduciary and related assets | $1,903,218,000 | 176 |
| Managed Assets ($) | $1,722,306,000 | 144 |
| Non-managed Assets ($) | $180,912,000 | 211 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,950,000 | 188 |
| 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 | $824,000 | 242 |
| Number of Managed Accounts | $807,000 | 221 |
| Number of Non-Managed Accounts | $17,000 | 348 |
| Total fiduciary and related assets | $2,500,442,000 | 129 |
| Managed Assets ($) | $2,327,593,000 | 101 |
| Non-managed Assets ($) | $172,849,000 | 199 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,716,000 | 159 |
| 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 | $828,000 | 229 |
| Number of Managed Accounts | $810,000 | 207 |
| Number of Non-Managed Accounts | $18,000 | 294 |
| Total fiduciary and related assets | $2,679,313,000 | 134 |
| Managed Assets ($) | $2,494,952,000 | 103 |
| Non-managed Assets ($) | $184,361,000 | 186 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,232,000 | 162 |
| 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 | $806,000 | 249 |
| Number of Managed Accounts | $782,000 | 226 |
| Number of Non-Managed Accounts | $24,000 | 506 |
| Total fiduciary and related assets | $2,724,127,000 | 134 |
| Managed Assets ($) | $2,529,774,000 | 101 |
| Non-managed Assets ($) | $194,353,000 | 198 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,045,000 | 164 |
| 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 | $805,000 | 232 |
| Number of Managed Accounts | $786,000 | 212 |
| Number of Non-Managed Accounts | $19,000 | 287 |
| Total fiduciary and related assets | $2,581,298,000 | 137 |
| Managed Assets ($) | $2,388,585,000 | 106 |
| Non-managed Assets ($) | $192,713,000 | 185 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,756,000 | 164 |
| 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 | $802,000 | 246 |
| Number of Managed Accounts | $783,000 | 225 |
| Number of Non-Managed Accounts | $19,000 | 329 |
| Total fiduciary and related assets | $2,588,925,000 | 136 |
| Managed Assets ($) | $2,396,508,000 | 105 |
| Non-managed Assets ($) | $192,417,000 | 198 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,525,000 | 161 |
| 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 | $802,000 | 235 |
| Number of Managed Accounts | $782,000 | 215 |
| Number of Non-Managed Accounts | $20,000 | 287 |
| Total fiduciary and related assets | $2,467,603,000 | 134 |
| Managed Assets ($) | $2,285,077,000 | 105 |
| Non-managed Assets ($) | $182,526,000 | 187 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,128,000 | 169 |
| 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 | $799,000 | 254 |
| Number of Managed Accounts | $776,000 | 226 |
| Number of Non-Managed Accounts | $23,000 | 527 |
| Total fiduciary and related assets | $2,354,638,000 | 136 |
| Managed Assets ($) | $2,176,184,000 | 108 |
| Non-managed Assets ($) | $178,454,000 | 201 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,314,000 | 163 |
| 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 | $801,000 | 232 |
| Number of Managed Accounts | $782,000 | 212 |
| Number of Non-Managed Accounts | $19,000 | 289 |
| Total fiduciary and related assets | $2,250,753,000 | 133 |
| Managed Assets ($) | $2,083,315,000 | 108 |
| Non-managed Assets ($) | $167,438,000 | 190 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,195,000 | 162 |
| 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 | $820,000 | 242 |
| Number of Managed Accounts | $799,000 | 217 |
| Number of Non-Managed Accounts | $21,000 | 325 |
| Total fiduciary and related assets | $2,182,432,000 | 134 |
| Managed Assets ($) | $2,023,032,000 | 106 |
| Non-managed Assets ($) | $159,400,000 | 204 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,134,000 | 161 |
| 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 | $826,000 | 227 |
| Number of Managed Accounts | $806,000 | 207 |
| Number of Non-Managed Accounts | $20,000 | 286 |
| Total fiduciary and related assets | $2,113,340,000 | 131 |
| Managed Assets ($) | $1,946,956,000 | 104 |
| Non-managed Assets ($) | $166,384,000 | 183 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,968,000 | 165 |
| 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 | $802,000 | 253 |
| Number of Managed Accounts | $780,000 | 221 |
| Number of Non-Managed Accounts | $22,000 | 545 |
| Total fiduciary and related assets | $2,195,372,000 | 134 |
| Managed Assets ($) | $2,012,521,000 | 111 |
| Non-managed Assets ($) | $182,851,000 | 191 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,224,000 | 163 |
| 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 | $801,000 | 236 |
| Number of Managed Accounts | $777,000 | 214 |
| Number of Non-Managed Accounts | $24,000 | 283 |
| Total fiduciary and related assets | $2,144,182,000 | 134 |
| Managed Assets ($) | $1,961,768,000 | 110 |
| Non-managed Assets ($) | $182,414,000 | 179 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,207,000 | 159 |
| 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 | $773,000 | 245 |
| Number of Managed Accounts | $752,000 | 219 |
| Number of Non-Managed Accounts | $21,000 | 315 |
| Total fiduciary and related assets | $2,205,024,000 | 129 |
| Managed Assets ($) | $2,026,568,000 | 108 |
| Non-managed Assets ($) | $178,456,000 | 182 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,187,000 | 154 |
| 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 | $735,000 | 251 |
| Number of Managed Accounts | $715,000 | 225 |
| Number of Non-Managed Accounts | $20,000 | 323 |
| Total fiduciary and related assets | $2,096,895,000 | 134 |
| Managed Assets ($) | $1,920,480,000 | 110 |
| Non-managed Assets ($) | $176,415,000 | 186 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,980,000 | 160 |
| 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 | $736,000 | 266 |
| Number of Managed Accounts | $714,000 | 227 |
| Number of Non-Managed Accounts | $22,000 | 561 |
| Total fiduciary and related assets | $1,968,529,000 | 133 |
| Managed Assets ($) | $1,796,457,000 | 108 |
| Non-managed Assets ($) | $172,072,000 | 189 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,926,000 | 160 |
| 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 | $725,000 | 256 |
| Number of Managed Accounts | $705,000 | 225 |
| Number of Non-Managed Accounts | $20,000 | 323 |
| Total fiduciary and related assets | $1,972,401,000 | 134 |
| Managed Assets ($) | $1,792,585,000 | 116 |
| Non-managed Assets ($) | $179,816,000 | 189 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,038,000 | 159 |
| 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 | $727,000 | 257 |
| Number of Managed Accounts | $705,000 | 228 |
| Number of Non-Managed Accounts | $22,000 | 323 |
| Total fiduciary and related assets | $1,938,061,000 | 134 |
| Managed Assets ($) | $1,760,912,000 | 114 |
| Non-managed Assets ($) | $177,149,000 | 189 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,103,000 | 157 |
| 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 | $731,000 | 261 |
| Number of Managed Accounts | $707,000 | 228 |
| Number of Non-Managed Accounts | $24,000 | 321 |
| Total fiduciary and related assets | $1,918,166,000 | 138 |
| Managed Assets ($) | $1,742,238,000 | 116 |
| Non-managed Assets ($) | $175,928,000 | 192 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,973,000 | 164 |
| 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 | $721,000 | 281 |
| Number of Managed Accounts | $697,000 | 237 |
| Number of Non-Managed Accounts | $24,000 | 562 |
| Total fiduciary and related assets | $2,326,850,000 | 121 |
| Managed Assets ($) | $2,154,796,000 | 100 |
| Non-managed Assets ($) | $172,054,000 | 195 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,610,000 | 148 |
| 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 | $718,000 | 262 |
| Number of Managed Accounts | $693,000 | 231 |
| Number of Non-Managed Accounts | $25,000 | 310 |
| Total fiduciary and related assets | $2,304,474,000 | 121 |
| Managed Assets ($) | $2,134,201,000 | 99 |
| Non-managed Assets ($) | $170,273,000 | 195 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,500,000 | 146 |
| 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 | $734,000 | 261 |
| Number of Managed Accounts | $710,000 | 229 |
| Number of Non-Managed Accounts | $24,000 | 314 |
| Total fiduciary and related assets | $2,284,511,000 | 118 |
| Managed Assets ($) | $2,115,599,000 | 96 |
| Non-managed Assets ($) | $168,912,000 | 196 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,370,000 | 146 |
| 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 | $723,000 | 261 |
| Number of Managed Accounts | $699,000 | 230 |
| Number of Non-Managed Accounts | $24,000 | 311 |
| Total fiduciary and related assets | $2,296,925,000 | 117 |
| Managed Assets ($) | $2,133,675,000 | 92 |
| Non-managed Assets ($) | $163,250,000 | 195 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,074,000 | 149 |
| 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 | $724,000 | 274 |
| Number of Managed Accounts | $699,000 | 227 |
| Number of Non-Managed Accounts | $25,000 | 571 |
| Total fiduciary and related assets | $2,238,593,000 | 117 |
| Managed Assets ($) | $2,077,957,000 | 92 |
| Non-managed Assets ($) | $160,636,000 | 197 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,225,000 | 144 |
| 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 | $728,000 | 258 |
| Number of Managed Accounts | $702,000 | 222 |
| Number of Non-Managed Accounts | $26,000 | 318 |
| Total fiduciary and related assets | $2,213,939,000 | 116 |
| Managed Assets ($) | $2,056,363,000 | 90 |
| Non-managed Assets ($) | $157,576,000 | 195 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,089,000 | 145 |
| 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 | $728,000 | 259 |
| Number of Managed Accounts | $704,000 | 226 |
| Number of Non-Managed Accounts | $24,000 | 323 |
| Total fiduciary and related assets | $2,185,751,000 | 115 |
| Managed Assets ($) | $2,031,345,000 | 91 |
| Non-managed Assets ($) | $154,406,000 | 197 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,065,000 | 144 |
| 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 | $725,000 | 260 |
| Number of Managed Accounts | $701,000 | 223 |
| Number of Non-Managed Accounts | $24,000 | 321 |
| Total fiduciary and related assets | $2,083,212,000 | 118 |
| Managed Assets ($) | $1,933,900,000 | 96 |
| Non-managed Assets ($) | $149,312,000 | 195 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,901,000 | 149 |
| 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 | $710,000 | 276 |
| Number of Managed Accounts | $685,000 | 231 |
| Number of Non-Managed Accounts | $25,000 | 589 |
| Total fiduciary and related assets | $2,029,357,000 | 119 |
| Managed Assets ($) | $1,885,419,000 | 96 |
| Non-managed Assets ($) | $143,938,000 | 199 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,563,000 | 153 |
| 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 | $697,000 | 264 |
| Number of Managed Accounts | $675,000 | 229 |
| Number of Non-Managed Accounts | $22,000 | 324 |
| Total fiduciary and related assets | $1,962,147,000 | 120 |
| Managed Assets ($) | $1,818,467,000 | 94 |
| Non-managed Assets ($) | $143,680,000 | 197 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,727,000 | 153 |
| 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 | $681,000 | 271 |
| Number of Managed Accounts | $658,000 | 238 |
| Number of Non-Managed Accounts | $23,000 | 324 |
| Total fiduciary and related assets | $2,047,377,000 | 122 |
| Managed Assets ($) | $1,900,611,000 | 97 |
| Non-managed Assets ($) | $146,766,000 | 195 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,860,000 | 154 |
| 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 | $670,000 | 273 |
| Number of Managed Accounts | $646,000 | 239 |
| Number of Non-Managed Accounts | $24,000 | 325 |
| Total fiduciary and related assets | $2,056,844,000 | 122 |
| Managed Assets ($) | $1,911,816,000 | 94 |
| Non-managed Assets ($) | $145,028,000 | 198 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,840,000 | 159 |
| 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 | $664,000 | 296 |
| Number of Managed Accounts | $638,000 | 248 |
| Number of Non-Managed Accounts | $26,000 | 606 |
| Total fiduciary and related assets | $1,950,453,000 | 125 |
| Managed Assets ($) | $1,865,215,000 | 94 |
| Non-managed Assets ($) | $85,238,000 | 257 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,240,000 | 156 |
| 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 | $670,000 | 274 |
| Number of Managed Accounts | $645,000 | 239 |
| Number of Non-Managed Accounts | $25,000 | 320 |
| Total fiduciary and related assets | $1,911,241,000 | 125 |
| Managed Assets ($) | $1,838,873,000 | 90 |
| Non-managed Assets ($) | $72,368,000 | 257 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,430,000 | 154 |
| 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 | $680,000 | 274 |
| Number of Managed Accounts | $657,000 | 237 |
| Number of Non-Managed Accounts | $23,000 | 321 |
| Total fiduciary and related assets | $1,927,582,000 | 124 |
| Managed Assets ($) | $1,860,748,000 | 91 |
| Non-managed Assets ($) | $66,834,000 | 261 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,542,000 | 155 |
| 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 | $701,000 | 269 |
| Number of Managed Accounts | $675,000 | 230 |
| Number of Non-Managed Accounts | $26,000 | 313 |
| Total fiduciary and related assets | $1,908,180,000 | 123 |
| Managed Assets ($) | $1,841,871,000 | 93 |
| Non-managed Assets ($) | $66,309,000 | 257 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,685,000 | 157 |
| 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 | $697,000 | 286 |
| Number of Managed Accounts | $668,000 | 234 |
| Number of Non-Managed Accounts | $29,000 | 589 |
| Total fiduciary and related assets | $1,803,977,000 | 128 |
| Managed Assets ($) | $1,736,621,000 | 94 |
| Non-managed Assets ($) | $67,356,000 | 285 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,873,000 | 149 |
| 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 | $664,000 | 271 |
| Number of Managed Accounts | $638,000 | 231 |
| Number of Non-Managed Accounts | $26,000 | 304 |
| Total fiduciary and related assets | $1,732,986,000 | 126 |
| Managed Assets ($) | $1,666,012,000 | 94 |
| Non-managed Assets ($) | $66,974,000 | 254 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,178,000 | 147 |
| 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 | $688,000 | 263 |
| Number of Managed Accounts | $658,000 | 222 |
| Number of Non-Managed Accounts | $30,000 | 295 |
| Total fiduciary and related assets | $1,751,777,000 | 124 |
| Managed Assets ($) | $1,685,050,000 | 93 |
| Non-managed Assets ($) | $66,727,000 | 256 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,537,000 | 145 |
| 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 | $884,000 | 224 |
| Number of Managed Accounts | $856,000 | 178 |
| Number of Non-Managed Accounts | $28,000 | 301 |
| Total fiduciary and related assets | $1,749,160,000 | 128 |
| Managed Assets ($) | $1,682,455,000 | 95 |
| Non-managed Assets ($) | $66,705,000 | 259 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,724,000 | 147 |
| 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 | $902,000 | 230 |
| Number of Managed Accounts | $871,000 | 177 |
| Number of Non-Managed Accounts | $31,000 | 592 |
| Total fiduciary and related assets | $1,647,635,000 | 128 |
| Managed Assets ($) | $1,581,268,000 | 95 |
| Non-managed Assets ($) | $66,367,000 | 293 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,040,000 | 141 |
| 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 | $888,000 | 219 |
| Number of Managed Accounts | $859,000 | 176 |
| Number of Non-Managed Accounts | $29,000 | 294 |
| Total fiduciary and related assets | $1,721,989,000 | 121 |
| Managed Assets ($) | $1,655,548,000 | 92 |
| Non-managed Assets ($) | $66,441,000 | 249 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,360,000 | 138 |
| 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 | $896,000 | 216 |
| Number of Managed Accounts | $866,000 | 168 |
| Number of Non-Managed Accounts | $30,000 | 293 |
| Total fiduciary and related assets | $1,683,834,000 | 121 |
| Managed Assets ($) | $1,620,289,000 | 87 |
| Non-managed Assets ($) | $63,545,000 | 248 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,642,000 | 135 |
| 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 | $890,000 | 221 |
| Number of Managed Accounts | $859,000 | 170 |
| Number of Non-Managed Accounts | $31,000 | 288 |
| Total fiduciary and related assets | $1,714,684,000 | 121 |
| Managed Assets ($) | $1,650,850,000 | 90 |
| Non-managed Assets ($) | $63,834,000 | 244 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,929,000 | 128 |
| 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 | $909,000 | 229 |
| Number of Managed Accounts | $876,000 | 167 |
| Number of Non-Managed Accounts | $33,000 | 585 |
| Total fiduciary and related assets | $1,650,772,000 | 119 |
| Managed Assets ($) | $1,582,258,000 | 88 |
| Non-managed Assets ($) | $68,514,000 | 270 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,358,000 | 119 |
| 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 | $36,625,000 | 17 |
| Number of Managed Accounts | $36,579,000 | 8 |
| Number of Non-Managed Accounts | $46,000 | 274 |
| Total fiduciary and related assets | $1,698,769,000 | 118 |
| Managed Assets ($) | $1,630,116,000 | 88 |
| Non-managed Assets ($) | $68,653,000 | 231 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,552,000 | 120 |
| 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 | $29,483,000 | 21 |
| Number of Managed Accounts | $29,422,000 | 9 |
| Number of Non-Managed Accounts | $61,000 | 251 |
| Total fiduciary and related assets | $1,769,757,000 | 119 |
| Managed Assets ($) | $1,196,664,000 | 114 |
| Non-managed Assets ($) | $573,093,000 | 103 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,724,000 | 120 |
| 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 | $711,000 | 255 |
| Number of Managed Accounts | $651,000 | 213 |
| Number of Non-Managed Accounts | $60,000 | 256 |
| Total fiduciary and related assets | $1,750,318,000 | 117 |
| Managed Assets ($) | $1,189,210,000 | 109 |
| Non-managed Assets ($) | $561,108,000 | 105 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,860,000 | 117 |
| 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 | $705,000 | 284 |
| Number of Managed Accounts | $643,000 | 229 |
| Number of Non-Managed Accounts | $62,000 | 456 |
| Total fiduciary and related assets | $1,661,801,000 | 121 |
| Managed Assets ($) | $1,090,979,000 | 113 |
| Non-managed Assets ($) | $570,822,000 | 106 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,161,000 | 115 |
| 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 | $732,000 | 249 |
| Number of Managed Accounts | $672,000 | 207 |
| Number of Non-Managed Accounts | $60,000 | 251 |
| Total fiduciary and related assets | $1,596,874,000 | 119 |
| Managed Assets ($) | $1,021,552,000 | 114 |
| Non-managed Assets ($) | $575,322,000 | 105 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,347,000 | 114 |
| 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 | $720,000 | 252 |
| Number of Managed Accounts | $661,000 | 210 |
| Number of Non-Managed Accounts | $59,000 | 255 |
| Total fiduciary and related assets | $1,623,124,000 | 112 |
| Managed Assets ($) | $1,076,909,000 | 106 |
| Non-managed Assets ($) | $546,215,000 | 102 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,648,000 | 113 |
| 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 | $700,000 | 261 |
| Number of Managed Accounts | $643,000 | 215 |
| Number of Non-Managed Accounts | $57,000 | 259 |
| Total fiduciary and related assets | $1,593,015,000 | 119 |
| Managed Assets ($) | $1,036,401,000 | 110 |
| Non-managed Assets ($) | $556,614,000 | 108 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,784,000 | 116 |
| 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 | $8,299,000 | 44 |
| Number of Managed Accounts | $8,251,000 | 27 |
| Number of Non-Managed Accounts | $48,000 | 539 |
| Total fiduciary and related assets | $1,515,046,000 | 124 |
| Managed Assets ($) | $1,004,604,000 | 113 |
| Non-managed Assets ($) | $510,442,000 | 109 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,872,000 | 129 |
| 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 | $666,000 | 268 |
| Number of Managed Accounts | $607,000 | 228 |
| Number of Non-Managed Accounts | $59,000 | 244 |
| Total fiduciary and related assets | $1,510,402,000 | 123 |
| Managed Assets ($) | $991,942,000 | 114 |
| Non-managed Assets ($) | $518,460,000 | 113 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,405,000 | 128 |
| 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 | $635,000 | 274 |
| Number of Managed Accounts | $574,000 | 234 |
| Number of Non-Managed Accounts | $61,000 | 248 |
| Total fiduciary and related assets | $1,226,851,000 | 137 |
| Managed Assets ($) | $750,421,000 | 133 |
| Non-managed Assets ($) | $476,430,000 | 116 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,940,000 | 129 |
| 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 | $659,000 | 270 |
| Number of Managed Accounts | $595,000 | 230 |
| Number of Non-Managed Accounts | $64,000 | 243 |
| Total fiduciary and related assets | $1,182,141,000 | 135 |
| Managed Assets ($) | $741,613,000 | 132 |
| Non-managed Assets ($) | $440,528,000 | 114 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,458,000 | 127 |
| 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 | $658,000 | 316 |
| Number of Managed Accounts | $585,000 | 253 |
| Number of Non-Managed Accounts | $73,000 | 448 |
| Total fiduciary and related assets | $1,455,861,000 | 126 |
| Managed Assets ($) | $782,431,000 | 132 |
| Non-managed Assets ($) | $673,430,000 | 106 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,967,000 | 140 |
| 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 | $635,000 | 277 |
| Number of Managed Accounts | $560,000 | 239 |
| Number of Non-Managed Accounts | $75,000 | 246 |
| Total fiduciary and related assets | $1,591,921,000 | 123 |
| Managed Assets ($) | $839,391,000 | 137 |
| Non-managed Assets ($) | $752,530,000 | 105 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,511,000 | 142 |
| 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 | $629,000 | 286 |
| Number of Managed Accounts | $551,000 | 241 |
| Number of Non-Managed Accounts | $78,000 | 247 |
| Total fiduciary and related assets | $1,657,348,000 | 124 |
| Managed Assets ($) | $834,063,000 | 142 |
| Non-managed Assets ($) | $823,285,000 | 109 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,040,000 | 142 |
| 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 | $632,000 | 285 |
| Number of Managed Accounts | $550,000 | 243 |
| Number of Non-Managed Accounts | $82,000 | 243 |
| Total fiduciary and related assets | $1,666,497,000 | 131 |
| Managed Assets ($) | $804,710,000 | 152 |
| Non-managed Assets ($) | $861,787,000 | 111 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,537,000 | 138 |
| 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 | $638,000 | 315 |
| Number of Managed Accounts | $557,000 | 261 |
| Number of Non-Managed Accounts | $81,000 | 419 |
| Total fiduciary and related assets | $1,726,637,000 | 129 |
| Managed Assets ($) | $819,838,000 | 150 |
| Non-managed Assets ($) | $906,799,000 | 106 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,692,000 | 149 |
| 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 | $619,000 | 279 |
| Number of Managed Accounts | $533,000 | 243 |
| Number of Non-Managed Accounts | $86,000 | 228 |
| Total fiduciary and related assets | $1,719,647,000 | 132 |
| Managed Assets ($) | $808,815,000 | 151 |
| Non-managed Assets ($) | $910,832,000 | 102 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,247,000 | 147 |
| 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 | $629,000 | 283 |
| Number of Managed Accounts | $535,000 | 242 |
| Number of Non-Managed Accounts | $94,000 | 231 |
| Total fiduciary and related assets | $1,692,557,000 | 139 |
| Managed Assets ($) | $792,026,000 | 156 |
| Non-managed Assets ($) | $900,531,000 | 108 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,887,000 | 149 |
| 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 | $640,000 | 281 |
| Number of Managed Accounts | $532,000 | 243 |
| Number of Non-Managed Accounts | $108,000 | 222 |
| Total fiduciary and related assets | $1,641,792,000 | 139 |
| Managed Assets ($) | $760,744,000 | 158 |
| Non-managed Assets ($) | $881,048,000 | 109 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,496,000 | 143 |
| 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 | $636,000 | 318 |
| Number of Managed Accounts | $523,000 | 267 |
| Number of Non-Managed Accounts | $113,000 | 339 |
| Total fiduciary and related assets | $1,626,895,000 | 137 |
| Managed Assets ($) | $754,411,000 | 156 |
| Non-managed Assets ($) | $872,484,000 | 108 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,238,000 | 150 |
| 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 | $638,000 | 284 |
| Number of Managed Accounts | $542,000 | 243 |
| Number of Non-Managed Accounts | $96,000 | 234 |
| Total fiduciary and related assets | $1,572,489,000 | 140 |
| Managed Assets ($) | $731,074,000 | 162 |
| Non-managed Assets ($) | $841,415,000 | 110 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,930,000 | 157 |
| 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 | $634,000 | 288 |
| Number of Managed Accounts | $537,000 | 249 |
| Number of Non-Managed Accounts | $97,000 | 236 |
| Total fiduciary and related assets | $1,461,811,000 | 148 |
| Managed Assets ($) | $696,812,000 | 170 |
| Non-managed Assets ($) | $764,999,000 | 122 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,680,000 | 161 |
| 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 | $650,000 | 285 |
| Number of Managed Accounts | $546,000 | 250 |
| Number of Non-Managed Accounts | $104,000 | 239 |
| Total fiduciary and related assets | $1,496,120,000 | 148 |
| Managed Assets ($) | $710,363,000 | 167 |
| Non-managed Assets ($) | $785,757,000 | 122 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,382,000 | 154 |
| 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 | $645,000 | 317 |
| Number of Managed Accounts | $542,000 | 270 |
| Number of Non-Managed Accounts | $103,000 | 378 |
| Total fiduciary and related assets | $1,439,679,000 | 151 |
| Managed Assets ($) | $662,151,000 | 175 |
| Non-managed Assets ($) | $777,528,000 | 123 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,743,000 | 165 |
| 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 | $616,000 | 281 |
| Number of Managed Accounts | $545,000 | 245 |
| Number of Non-Managed Accounts | $71,000 | 272 |
| Total fiduciary and related assets | $1,410,634,000 | 150 |
| Managed Assets ($) | $651,208,000 | 174 |
| Non-managed Assets ($) | $759,426,000 | 121 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,509,000 | 164 |
| 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 | $613,000 | 285 |
| Number of Managed Accounts | $544,000 | 247 |
| Number of Non-Managed Accounts | $69,000 | 279 |
| Total fiduciary and related assets | $884,997,000 | 193 |
| Managed Assets ($) | $639,275,000 | 174 |
| Non-managed Assets ($) | $245,722,000 | 172 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,271,000 | 165 |
| 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 | $624,000 | 286 |
| Number of Managed Accounts | $537,000 | 253 |
| Number of Non-Managed Accounts | $87,000 | 257 |
| Total fiduciary and related assets | $862,217,000 | 196 |
| Managed Assets ($) | $593,939,000 | 185 |
| Non-managed Assets ($) | $268,278,000 | 166 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,232,000 | 161 |
| 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 | $621,000 | 321 |
| Number of Managed Accounts | $536,000 | 272 |
| Number of Non-Managed Accounts | $85,000 | 447 |
| Total fiduciary and related assets | $849,840,000 | 198 |
| Managed Assets ($) | $581,283,000 | 184 |
| Non-managed Assets ($) | $268,557,000 | 174 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,464,000 | 165 |
| 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 | $622,000 | 279 |
| Number of Managed Accounts | $533,000 | 248 |
| Number of Non-Managed Accounts | $89,000 | 256 |
| Total fiduciary and related assets | $824,333,000 | 193 |
| Managed Assets ($) | $565,161,000 | 184 |
| Non-managed Assets ($) | $259,172,000 | 172 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,266,000 | 165 |
| 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 | $607,000 | 288 |
| Number of Managed Accounts | $526,000 | 250 |
| Number of Non-Managed Accounts | $81,000 | 277 |
| Total fiduciary and related assets | $767,536,000 | 204 |
| Managed Assets ($) | $565,926,000 | 182 |
| Non-managed Assets ($) | $201,610,000 | 193 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,274,000 | 165 |
| 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 | $754,000 | 254 |
| Number of Managed Accounts | $555,000 | 242 |
| Number of Non-Managed Accounts | $199,000 | 194 |
| Total fiduciary and related assets | $762,507,000 | 203 |
| Managed Assets ($) | $547,672,000 | 185 |
| Non-managed Assets ($) | $214,835,000 | 190 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,162,000 | 162 |
| 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 | $738,000 | 299 |
| Number of Managed Accounts | $537,000 | 272 |
| Number of Non-Managed Accounts | $201,000 | 276 |
| Total fiduciary and related assets | $719,573,000 | 218 |
| Managed Assets ($) | $503,651,000 | 194 |
| Non-managed Assets ($) | $215,922,000 | 197 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,904,000 | 177 |
| 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 | $657,000 | 285 |
| Number of Managed Accounts | $474,000 | 280 |
| Number of Non-Managed Accounts | $183,000 | 214 |
| Total fiduciary and related assets | $685,856,000 | 227 |
| Managed Assets ($) | $477,438,000 | 200 |
| Non-managed Assets ($) | $208,418,000 | 195 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,903,000 | 187 |
| 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 | $701,000 | 283 |
| Number of Managed Accounts | $497,000 | 273 |
| Number of Non-Managed Accounts | $204,000 | 212 |
| Total fiduciary and related assets | $628,880,000 | 237 |
| Managed Assets ($) | $449,058,000 | 206 |
| Non-managed Assets ($) | $179,822,000 | 205 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,972,000 | 188 |
| 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 | $633,000 | 300 |
| Number of Managed Accounts | $449,000 | 291 |
| Number of Non-Managed Accounts | $184,000 | 235 |
| Total fiduciary and related assets | $571,804,000 | 249 |
| Managed Assets ($) | $406,066,000 | 214 |
| Non-managed Assets ($) | $165,738,000 | 220 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,047,000 | 185 |
| 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 | $689,000 | 324 |
| Number of Managed Accounts | $495,000 | 311 |
| Number of Non-Managed Accounts | $194,000 | 302 |
| Total fiduciary and related assets | $577,995,000 | 247 |
| Managed Assets ($) | $403,460,000 | 216 |
| Non-managed Assets ($) | $174,535,000 | 217 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,764,000 | 200 |
| 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 | $549,000 | 357 |
| Number of Managed Accounts | $443,000 | 323 |
| Number of Non-Managed Accounts | $106,000 | 395 |
| Total fiduciary and related assets | $578,446,000 | 229 |
| Managed Assets ($) | $421,133,000 | 210 |
| Non-managed Assets ($) | $157,313,000 | 207 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,841,000 | 200 |
| 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 | $4,038,000 | 187 |
| 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 | $3,748,000 | 231 |
| 1998-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $3,472,000 | 242 |
| 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 | $3,161,000 | 257 |
| 1996-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $2,327,000 | 333 |
| 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 | $0 | 1,590 |
| 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 | $0 | 1,599 |
| 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 | $0 | 1,630 |
| 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 | $0 | 1,658 |