Home > Commonwealth Bank and Trust Company > Fiduciary and Related Services
Commonwealth Bank and Trust Company, Fiduciary and Related Services
| 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 | $1,575,000 | 158 |
| Number of Managed Accounts | $1,457,000 | 138 |
| Number of Non-Managed Accounts | $118,000 | 217 |
| Total fiduciary and related assets | $2,517,834,000 | 138 |
| Managed Assets ($) | $2,036,343,000 | 119 |
| Non-managed Assets ($) | $481,491,000 | 132 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,463,000 | 141 |
| 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 | $1,563,000 | 157 |
| Number of Managed Accounts | $1,445,000 | 137 |
| Number of Non-Managed Accounts | $118,000 | 165 |
| Total fiduciary and related assets | $2,396,012,000 | 141 |
| Managed Assets ($) | $1,935,054,000 | 124 |
| Non-managed Assets ($) | $460,958,000 | 130 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,428,000 | 141 |
| 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 | $1,542,000 | 160 |
| Number of Managed Accounts | $1,422,000 | 142 |
| Number of Non-Managed Accounts | $120,000 | 173 |
| Total fiduciary and related assets | $2,396,372,000 | 140 |
| Managed Assets ($) | $1,942,559,000 | 124 |
| Non-managed Assets ($) | $453,813,000 | 136 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,460,000 | 141 |
| 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 | $1,494,000 | 162 |
| Number of Managed Accounts | $1,369,000 | 142 |
| Number of Non-Managed Accounts | $125,000 | 165 |
| Total fiduciary and related assets | $2,253,521,000 | 140 |
| Managed Assets ($) | $1,806,311,000 | 125 |
| Non-managed Assets ($) | $447,210,000 | 133 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,618,000 | 148 |
| 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 | $1,442,000 | 170 |
| Number of Managed Accounts | $1,310,000 | 148 |
| Number of Non-Managed Accounts | $132,000 | 208 |
| Total fiduciary and related assets | $2,132,644,000 | 146 |
| Managed Assets ($) | $1,713,547,000 | 129 |
| Non-managed Assets ($) | $419,097,000 | 135 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,432,000 | 149 |
| 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 | $1,430,000 | 165 |
| Number of Managed Accounts | $1,293,000 | 148 |
| Number of Non-Managed Accounts | $137,000 | 160 |
| Total fiduciary and related assets | $2,006,365,000 | 140 |
| Managed Assets ($) | $1,612,137,000 | 124 |
| Non-managed Assets ($) | $394,228,000 | 130 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,919,000 | 149 |
| 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 | $1,415,000 | 172 |
| Number of Managed Accounts | $1,272,000 | 154 |
| Number of Non-Managed Accounts | $143,000 | 169 |
| Total fiduciary and related assets | $1,895,724,000 | 143 |
| Managed Assets ($) | $1,518,931,000 | 127 |
| Non-managed Assets ($) | $376,793,000 | 137 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,444,000 | 148 |
| 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 | $1,404,000 | 170 |
| Number of Managed Accounts | $1,265,000 | 150 |
| Number of Non-Managed Accounts | $139,000 | 166 |
| Total fiduciary and related assets | $1,736,172,000 | 141 |
| Managed Assets ($) | $1,405,392,000 | 127 |
| Non-managed Assets ($) | $330,780,000 | 138 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,205,000 | 156 |
| 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 | $1,419,000 | 174 |
| Number of Managed Accounts | $1,285,000 | 154 |
| Number of Non-Managed Accounts | $134,000 | 223 |
| Total fiduciary and related assets | $1,968,235,000 | 142 |
| Managed Assets ($) | $1,587,198,000 | 127 |
| Non-managed Assets ($) | $381,037,000 | 141 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,628,000 | 156 |
| 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 | $1,389,000 | 169 |
| Number of Managed Accounts | $1,259,000 | 151 |
| Number of Non-Managed Accounts | $130,000 | 169 |
| Total fiduciary and related assets | $1,852,458,000 | 143 |
| Managed Assets ($) | $1,488,385,000 | 128 |
| Non-managed Assets ($) | $364,073,000 | 140 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,372,000 | 155 |
| 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 | $1,366,000 | 173 |
| Number of Managed Accounts | $1,237,000 | 153 |
| Number of Non-Managed Accounts | $129,000 | 175 |
| Total fiduciary and related assets | $1,844,890,000 | 143 |
| Managed Assets ($) | $1,479,887,000 | 130 |
| Non-managed Assets ($) | $365,003,000 | 140 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,162,000 | 156 |
| 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 | $1,367,000 | 171 |
| Number of Managed Accounts | $1,237,000 | 155 |
| Number of Non-Managed Accounts | $130,000 | 180 |
| Total fiduciary and related assets | $1,806,081,000 | 146 |
| Managed Assets ($) | $1,451,549,000 | 130 |
| Non-managed Assets ($) | $354,532,000 | 140 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,028,000 | 157 |
| 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 | $1,369,000 | 174 |
| Number of Managed Accounts | $1,233,000 | 154 |
| Number of Non-Managed Accounts | $136,000 | 223 |
| Total fiduciary and related assets | $1,653,318,000 | 147 |
| Managed Assets ($) | $1,332,430,000 | 131 |
| Non-managed Assets ($) | $320,888,000 | 144 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,053,000 | 159 |
| 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 | $1,368,000 | 169 |
| Number of Managed Accounts | $1,237,000 | 150 |
| Number of Non-Managed Accounts | $131,000 | 173 |
| Total fiduciary and related assets | $1,763,324,000 | 147 |
| Managed Assets ($) | $1,410,881,000 | 130 |
| Non-managed Assets ($) | $352,443,000 | 144 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,043,000 | 158 |
| 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 | $1,397,000 | 168 |
| Number of Managed Accounts | $1,256,000 | 152 |
| Number of Non-Managed Accounts | $141,000 | 175 |
| Total fiduciary and related assets | $1,661,309,000 | 148 |
| Managed Assets ($) | $1,322,495,000 | 135 |
| Non-managed Assets ($) | $338,814,000 | 147 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,998,000 | 163 |
| 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 | $1,327,000 | 176 |
| Number of Managed Accounts | $1,188,000 | 157 |
| Number of Non-Managed Accounts | $139,000 | 177 |
| Total fiduciary and related assets | $1,637,646,000 | 154 |
| Managed Assets ($) | $1,301,619,000 | 136 |
| Non-managed Assets ($) | $336,027,000 | 147 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,963,000 | 166 |
| 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 | $1,295,000 | 183 |
| Number of Managed Accounts | $1,161,000 | 159 |
| Number of Non-Managed Accounts | $134,000 | 229 |
| Total fiduciary and related assets | $1,648,899,000 | 155 |
| Managed Assets ($) | $1,309,561,000 | 136 |
| Non-managed Assets ($) | $339,338,000 | 148 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,321,000 | 167 |
| 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 | $1,272,000 | 181 |
| Number of Managed Accounts | $1,137,000 | 158 |
| Number of Non-Managed Accounts | $135,000 | 176 |
| Total fiduciary and related assets | $1,636,831,000 | 153 |
| Managed Assets ($) | $1,249,704,000 | 135 |
| Non-managed Assets ($) | $387,127,000 | 139 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,389,000 | 167 |
| 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 | $1,234,000 | 183 |
| Number of Managed Accounts | $1,102,000 | 160 |
| Number of Non-Managed Accounts | $132,000 | 177 |
| Total fiduciary and related assets | $1,510,442,000 | 153 |
| Managed Assets ($) | $1,131,336,000 | 139 |
| Non-managed Assets ($) | $379,106,000 | 138 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,552,000 | 164 |
| 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 | $1,216,000 | 182 |
| Number of Managed Accounts | $1,083,000 | 162 |
| Number of Non-Managed Accounts | $133,000 | 172 |
| Total fiduciary and related assets | $1,487,111,000 | 150 |
| Managed Assets ($) | $1,114,398,000 | 137 |
| Non-managed Assets ($) | $372,713,000 | 135 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,745,000 | 165 |
| 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 | $1,200,000 | 184 |
| Number of Managed Accounts | $1,061,000 | 166 |
| Number of Non-Managed Accounts | $139,000 | 231 |
| Total fiduciary and related assets | $1,375,748,000 | 152 |
| Managed Assets ($) | $1,060,521,000 | 137 |
| Non-managed Assets ($) | $315,227,000 | 144 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,364,000 | 173 |
| 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 | $1,207,000 | 181 |
| Number of Managed Accounts | $1,068,000 | 161 |
| Number of Non-Managed Accounts | $139,000 | 175 |
| Total fiduciary and related assets | $1,358,690,000 | 152 |
| Managed Assets ($) | $1,048,325,000 | 138 |
| Non-managed Assets ($) | $310,365,000 | 143 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,753,000 | 170 |
| 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 | $1,230,000 | 180 |
| Number of Managed Accounts | $1,077,000 | 161 |
| Number of Non-Managed Accounts | $153,000 | 169 |
| Total fiduciary and related assets | $1,328,319,000 | 153 |
| Managed Assets ($) | $1,017,376,000 | 140 |
| Non-managed Assets ($) | $310,943,000 | 140 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,121,000 | 172 |
| 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 | $1,186,000 | 183 |
| Number of Managed Accounts | $1,041,000 | 164 |
| Number of Non-Managed Accounts | $145,000 | 175 |
| Total fiduciary and related assets | $1,304,777,000 | 156 |
| Managed Assets ($) | $994,143,000 | 143 |
| Non-managed Assets ($) | $310,634,000 | 141 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,511,000 | 178 |
| 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 | $1,182,000 | 190 |
| Number of Managed Accounts | $1,042,000 | 162 |
| Number of Non-Managed Accounts | $140,000 | 236 |
| Total fiduciary and related assets | $1,315,457,000 | 153 |
| Managed Assets ($) | $1,010,507,000 | 137 |
| Non-managed Assets ($) | $304,950,000 | 139 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,110,000 | 174 |
| 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 | $1,164,000 | 184 |
| Number of Managed Accounts | $1,036,000 | 159 |
| Number of Non-Managed Accounts | $128,000 | 182 |
| Total fiduciary and related assets | $1,285,076,000 | 154 |
| Managed Assets ($) | $995,344,000 | 137 |
| Non-managed Assets ($) | $289,732,000 | 147 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,593,000 | 176 |
| 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 | $1,221,000 | 181 |
| Number of Managed Accounts | $1,086,000 | 159 |
| Number of Non-Managed Accounts | $135,000 | 179 |
| Total fiduciary and related assets | $1,330,682,000 | 156 |
| Managed Assets ($) | $1,025,189,000 | 142 |
| Non-managed Assets ($) | $305,493,000 | 147 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,080,000 | 179 |
| 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 | $1,342,000 | 168 |
| Number of Managed Accounts | $1,165,000 | 148 |
| Number of Non-Managed Accounts | $177,000 | 160 |
| Total fiduciary and related assets | $1,370,338,000 | 154 |
| Managed Assets ($) | $1,053,749,000 | 137 |
| Non-managed Assets ($) | $316,589,000 | 147 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,551,000 | 180 |
| 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 | $1,311,000 | 173 |
| Number of Managed Accounts | $1,135,000 | 153 |
| Number of Non-Managed Accounts | $176,000 | 211 |
| Total fiduciary and related assets | $1,349,722,000 | 151 |
| Managed Assets ($) | $1,034,706,000 | 137 |
| Non-managed Assets ($) | $315,016,000 | 144 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,892,000 | 176 |
| 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 | $1,263,000 | 178 |
| Number of Managed Accounts | $1,089,000 | 156 |
| Number of Non-Managed Accounts | $174,000 | 156 |
| Total fiduciary and related assets | $1,326,454,000 | 152 |
| Managed Assets ($) | $1,007,148,000 | 133 |
| Non-managed Assets ($) | $319,306,000 | 143 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,365,000 | 178 |
| 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 | $1,324,000 | 170 |
| Number of Managed Accounts | $1,107,000 | 154 |
| Number of Non-Managed Accounts | $217,000 | 142 |
| Total fiduciary and related assets | $1,293,281,000 | 153 |
| Managed Assets ($) | $965,225,000 | 142 |
| Non-managed Assets ($) | $328,056,000 | 139 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,853,000 | 179 |
| 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 | $1,268,000 | 177 |
| Number of Managed Accounts | $1,053,000 | 163 |
| Number of Non-Managed Accounts | $215,000 | 146 |
| Total fiduciary and related assets | $1,269,327,000 | 154 |
| Managed Assets ($) | $946,102,000 | 141 |
| Non-managed Assets ($) | $323,225,000 | 138 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,420,000 | 179 |
| 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 | $1,268,000 | 180 |
| Number of Managed Accounts | $1,053,000 | 161 |
| Number of Non-Managed Accounts | $215,000 | 191 |
| Total fiduciary and related assets | $1,267,579,000 | 154 |
| Managed Assets ($) | $950,098,000 | 138 |
| Non-managed Assets ($) | $317,481,000 | 140 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,422,000 | 170 |
| 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 | $1,229,000 | 174 |
| Number of Managed Accounts | $1,014,000 | 160 |
| Number of Non-Managed Accounts | $215,000 | 149 |
| Total fiduciary and related assets | $1,223,412,000 | 151 |
| Managed Assets ($) | $911,482,000 | 133 |
| Non-managed Assets ($) | $311,930,000 | 138 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,925,000 | 173 |
| 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 | $1,217,000 | 173 |
| Number of Managed Accounts | $1,000,000 | 157 |
| Number of Non-Managed Accounts | $217,000 | 151 |
| Total fiduciary and related assets | $1,198,422,000 | 149 |
| Managed Assets ($) | $881,042,000 | 135 |
| Non-managed Assets ($) | $317,380,000 | 138 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,594,000 | 170 |
| 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 | $1,197,000 | 180 |
| Number of Managed Accounts | $983,000 | 162 |
| Number of Non-Managed Accounts | $214,000 | 153 |
| Total fiduciary and related assets | $1,133,807,000 | 152 |
| Managed Assets ($) | $830,321,000 | 142 |
| Non-managed Assets ($) | $303,486,000 | 139 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,272,000 | 173 |
| 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 | $1,166,000 | 187 |
| Number of Managed Accounts | $959,000 | 163 |
| Number of Non-Managed Accounts | $207,000 | 207 |
| Total fiduciary and related assets | $1,029,436,000 | 156 |
| Managed Assets ($) | $788,214,000 | 144 |
| Non-managed Assets ($) | $241,222,000 | 148 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,903,000 | 176 |
| 2012-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,135,000 | 178 |
| Number of Managed Accounts | $927,000 | 161 |
| Number of Non-Managed Accounts | $208,000 | 146 |
| Total fiduciary and related assets | $1,011,804,000 | 156 |
| Managed Assets ($) | $777,770,000 | 144 |
| Non-managed Assets ($) | $234,034,000 | 149 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,477,000 | 180 |
| 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 | $1,128,000 | 177 |
| Number of Managed Accounts | $909,000 | 161 |
| Number of Non-Managed Accounts | $219,000 | 144 |
| Total fiduciary and related assets | $984,528,000 | 156 |
| Managed Assets ($) | $749,807,000 | 141 |
| Non-managed Assets ($) | $234,721,000 | 151 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,317,000 | 181 |
| 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 | $1,121,000 | 179 |
| Number of Managed Accounts | $903,000 | 163 |
| Number of Non-Managed Accounts | $218,000 | 144 |
| Total fiduciary and related assets | $971,841,000 | 155 |
| Managed Assets ($) | $758,917,000 | 142 |
| Non-managed Assets ($) | $212,924,000 | 155 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,138,000 | 182 |
| 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 | $1,145,000 | 183 |
| Number of Managed Accounts | $930,000 | 161 |
| Number of Non-Managed Accounts | $215,000 | 197 |
| Total fiduciary and related assets | $848,903,000 | 163 |
| Managed Assets ($) | $720,035,000 | 145 |
| Non-managed Assets ($) | $128,868,000 | 198 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,385,000 | 152 |
| 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 | $1,128,000 | 179 |
| Number of Managed Accounts | $912,000 | 157 |
| Number of Non-Managed Accounts | $216,000 | 149 |
| Total fiduciary and related assets | $799,430,000 | 166 |
| Managed Assets ($) | $672,566,000 | 146 |
| Non-managed Assets ($) | $126,864,000 | 192 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,317,000 | 150 |
| 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 | $1,132,000 | 182 |
| Number of Managed Accounts | $905,000 | 159 |
| Number of Non-Managed Accounts | $227,000 | 145 |
| Total fiduciary and related assets | $848,914,000 | 168 |
| Managed Assets ($) | $709,844,000 | 149 |
| Non-managed Assets ($) | $139,070,000 | 189 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,265,000 | 152 |
| 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 | $1,168,000 | 172 |
| Number of Managed Accounts | $900,000 | 157 |
| Number of Non-Managed Accounts | $268,000 | 135 |
| Total fiduciary and related assets | $889,887,000 | 165 |
| Managed Assets ($) | $680,619,000 | 151 |
| Non-managed Assets ($) | $209,268,000 | 159 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,233,000 | 149 |
| 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 | $1,144,000 | 191 |
| Number of Managed Accounts | $876,000 | 168 |
| Number of Non-Managed Accounts | $268,000 | 180 |
| Total fiduciary and related assets | $844,762,000 | 169 |
| Managed Assets ($) | $639,214,000 | 156 |
| Non-managed Assets ($) | $205,548,000 | 164 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,769,000 | 169 |
| 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 | $1,104,000 | 183 |
| Number of Managed Accounts | $844,000 | 166 |
| Number of Non-Managed Accounts | $260,000 | 142 |
| Total fiduciary and related assets | $813,276,000 | 170 |
| Managed Assets ($) | $618,320,000 | 157 |
| Non-managed Assets ($) | $194,956,000 | 164 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,789,000 | 169 |
| 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 | $1,089,000 | 186 |
| Number of Managed Accounts | $836,000 | 169 |
| Number of Non-Managed Accounts | $253,000 | 144 |
| Total fiduciary and related assets | $766,070,000 | 171 |
| Managed Assets ($) | $580,506,000 | 157 |
| Non-managed Assets ($) | $185,564,000 | 164 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,869,000 | 170 |
| 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 | $1,065,000 | 192 |
| Number of Managed Accounts | $819,000 | 174 |
| Number of Non-Managed Accounts | $246,000 | 149 |
| Total fiduciary and related assets | $820,075,000 | 173 |
| Managed Assets ($) | $612,875,000 | 157 |
| Non-managed Assets ($) | $207,200,000 | 163 |
| Memoranda | ||
| Gross Fiduciary activities income | $954,000 | 169 |
| 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 | $1,045,000 | 212 |
| Number of Managed Accounts | $799,000 | 190 |
| Number of Non-Managed Accounts | $246,000 | 199 |
| Total fiduciary and related assets | $799,184,000 | 176 |
| Managed Assets ($) | $594,330,000 | 162 |
| Non-managed Assets ($) | $204,854,000 | 161 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,560,000 | 177 |
| 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 | $1,030,000 | 206 |
| Number of Managed Accounts | $782,000 | 184 |
| Number of Non-Managed Accounts | $248,000 | 145 |
| Total fiduciary and related assets | $761,642,000 | 179 |
| Managed Assets ($) | $568,548,000 | 167 |
| Non-managed Assets ($) | $193,094,000 | 157 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,670,000 | 177 |
| 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 | $1,032,000 | 207 |
| Number of Managed Accounts | $784,000 | 188 |
| Number of Non-Managed Accounts | $248,000 | 150 |
| Total fiduciary and related assets | $712,253,000 | 181 |
| Managed Assets ($) | $532,776,000 | 166 |
| Non-managed Assets ($) | $179,477,000 | 161 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,645,000 | 186 |
| 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 | $1,007,000 | 212 |
| Number of Managed Accounts | $764,000 | 192 |
| Number of Non-Managed Accounts | $243,000 | 151 |
| Total fiduciary and related assets | $668,245,000 | 183 |
| Managed Assets ($) | $496,895,000 | 169 |
| Non-managed Assets ($) | $171,350,000 | 157 |
| Memoranda | ||
| Gross Fiduciary activities income | $786,000 | 190 |
| 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 | $990,000 | 233 |
| Number of Managed Accounts | $753,000 | 208 |
| Number of Non-Managed Accounts | $237,000 | 207 |
| Total fiduciary and related assets | $706,218,000 | 186 |
| Managed Assets ($) | $521,848,000 | 168 |
| Non-managed Assets ($) | $184,370,000 | 165 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,562,000 | 186 |
| 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 | $1,001,000 | 212 |
| Number of Managed Accounts | $764,000 | 194 |
| Number of Non-Managed Accounts | $237,000 | 155 |
| Total fiduciary and related assets | $815,860,000 | 181 |
| Managed Assets ($) | $580,932,000 | 162 |
| Non-managed Assets ($) | $234,928,000 | 153 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,735,000 | 191 |
| 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 | $986,000 | 222 |
| Number of Managed Accounts | $755,000 | 201 |
| Number of Non-Managed Accounts | $231,000 | 163 |
| Total fiduciary and related assets | $832,049,000 | 186 |
| Managed Assets ($) | $582,593,000 | 173 |
| Non-managed Assets ($) | $249,456,000 | 156 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,810,000 | 195 |
| 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 | $969,000 | 225 |
| Number of Managed Accounts | $742,000 | 203 |
| Number of Non-Managed Accounts | $227,000 | 165 |
| Total fiduciary and related assets | $848,448,000 | 189 |
| Managed Assets ($) | $592,368,000 | 174 |
| Non-managed Assets ($) | $256,080,000 | 158 |
| Memoranda | ||
| Gross Fiduciary activities income | $899,000 | 196 |
| 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 | $989,000 | 229 |
| Number of Managed Accounts | $759,000 | 204 |
| Number of Non-Managed Accounts | $230,000 | 216 |
| Total fiduciary and related assets | $903,770,000 | 186 |
| Managed Assets ($) | $635,075,000 | 166 |
| Non-managed Assets ($) | $268,695,000 | 159 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,670,000 | 192 |
| 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 | $992,000 | 206 |
| Number of Managed Accounts | $765,000 | 192 |
| Number of Non-Managed Accounts | $227,000 | 153 |
| Total fiduciary and related assets | $909,559,000 | 186 |
| Managed Assets ($) | $637,863,000 | 168 |
| Non-managed Assets ($) | $271,696,000 | 152 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,748,000 | 189 |
| 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 | $1,059,000 | 195 |
| Number of Managed Accounts | $794,000 | 191 |
| Number of Non-Managed Accounts | $265,000 | 148 |
| Total fiduciary and related assets | $918,368,000 | 190 |
| Managed Assets ($) | $623,121,000 | 178 |
| Non-managed Assets ($) | $295,247,000 | 156 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,837,000 | 194 |
| 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 | $938,000 | 214 |
| Number of Managed Accounts | $720,000 | 204 |
| Number of Non-Managed Accounts | $218,000 | 160 |
| Total fiduciary and related assets | $883,183,000 | 192 |
| Managed Assets ($) | $605,230,000 | 178 |
| Non-managed Assets ($) | $277,953,000 | 157 |
| Memoranda | ||
| Gross Fiduciary activities income | $934,000 | 188 |
| 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 | $1,282,000 | 179 |
| Number of Managed Accounts | $983,000 | 160 |
| Number of Non-Managed Accounts | $299,000 | 183 |
| Total fiduciary and related assets | $904,222,000 | 188 |
| Managed Assets ($) | $642,104,000 | 172 |
| Non-managed Assets ($) | $262,118,000 | 158 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,064,000 | 176 |
| 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 | $1,240,000 | 171 |
| Number of Managed Accounts | $958,000 | 161 |
| Number of Non-Managed Accounts | $282,000 | 150 |
| Total fiduciary and related assets | $917,037,000 | 192 |
| Managed Assets ($) | $649,780,000 | 176 |
| Non-managed Assets ($) | $267,257,000 | 159 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,123,000 | 184 |
| 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 | $1,236,000 | 177 |
| Number of Managed Accounts | $955,000 | 167 |
| Number of Non-Managed Accounts | $281,000 | 157 |
| Total fiduciary and related assets | $895,906,000 | 201 |
| Managed Assets ($) | $635,319,000 | 182 |
| Non-managed Assets ($) | $260,587,000 | 171 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,137,000 | 182 |
| 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 | $1,215,000 | 180 |
| Number of Managed Accounts | $934,000 | 171 |
| Number of Non-Managed Accounts | $281,000 | 158 |
| Total fiduciary and related assets | $915,101,000 | 199 |
| Managed Assets ($) | $653,858,000 | 179 |
| Non-managed Assets ($) | $261,243,000 | 173 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,070,000 | 179 |
| 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 | $1,194,000 | 189 |
| Number of Managed Accounts | $899,000 | 180 |
| Number of Non-Managed Accounts | $295,000 | 188 |
| Total fiduciary and related assets | $907,100,000 | 200 |
| Managed Assets ($) | $646,402,000 | 180 |
| Non-managed Assets ($) | $260,698,000 | 173 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,975,000 | 181 |
| 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 | $1,137,000 | 179 |
| Number of Managed Accounts | $860,000 | 178 |
| Number of Non-Managed Accounts | $277,000 | 151 |
| Total fiduciary and related assets | $877,609,000 | 198 |
| Managed Assets ($) | $635,388,000 | 175 |
| Non-managed Assets ($) | $242,221,000 | 177 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,899,000 | 183 |
| 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 | $1,093,000 | 187 |
| Number of Managed Accounts | $817,000 | 183 |
| Number of Non-Managed Accounts | $276,000 | 152 |
| Total fiduciary and related assets | $854,636,000 | 198 |
| Managed Assets ($) | $610,395,000 | 179 |
| Non-managed Assets ($) | $244,241,000 | 175 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,903,000 | 183 |
| 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 | $1,082,000 | 191 |
| Number of Managed Accounts | $806,000 | 186 |
| Number of Non-Managed Accounts | $276,000 | 156 |
| Total fiduciary and related assets | $841,071,000 | 200 |
| Managed Assets ($) | $601,580,000 | 184 |
| Non-managed Assets ($) | $239,491,000 | 178 |
| Memoranda | ||
| Gross Fiduciary activities income | $934,000 | 183 |
| 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 | $1,016,000 | 212 |
| Number of Managed Accounts | $750,000 | 199 |
| Number of Non-Managed Accounts | $266,000 | 209 |
| Total fiduciary and related assets | $827,719,000 | 201 |
| Managed Assets ($) | $591,103,000 | 182 |
| Non-managed Assets ($) | $236,616,000 | 184 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,415,000 | 190 |
| 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 | $964,000 | 207 |
| Number of Managed Accounts | $702,000 | 201 |
| Number of Non-Managed Accounts | $262,000 | 161 |
| Total fiduciary and related assets | $782,823,000 | 197 |
| Managed Assets ($) | $546,761,000 | 188 |
| Non-managed Assets ($) | $236,062,000 | 180 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,440,000 | 196 |
| 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 | $971,000 | 209 |
| Number of Managed Accounts | $683,000 | 205 |
| Number of Non-Managed Accounts | $288,000 | 154 |
| Total fiduciary and related assets | $762,620,000 | 206 |
| Managed Assets ($) | $523,544,000 | 189 |
| Non-managed Assets ($) | $239,076,000 | 179 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,603,000 | 200 |
| 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 | $935,000 | 216 |
| Number of Managed Accounts | $655,000 | 213 |
| Number of Non-Managed Accounts | $280,000 | 157 |
| Total fiduciary and related assets | $768,546,000 | 202 |
| Managed Assets ($) | $523,301,000 | 190 |
| Non-managed Assets ($) | $245,245,000 | 180 |
| Memoranda | ||
| Gross Fiduciary activities income | $803,000 | 195 |
| 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 | $1,090,000 | 215 |
| Number of Managed Accounts | $649,000 | 232 |
| Number of Non-Managed Accounts | $441,000 | 166 |
| Total fiduciary and related assets | $726,497,000 | 215 |
| Managed Assets ($) | $507,873,000 | 192 |
| Non-managed Assets ($) | $218,624,000 | 195 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,811,000 | 209 |
| 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 | $1,056,000 | 209 |
| Number of Managed Accounts | $617,000 | 230 |
| Number of Non-Managed Accounts | $439,000 | 145 |
| Total fiduciary and related assets | $678,123,000 | 229 |
| Managed Assets ($) | $471,346,000 | 201 |
| Non-managed Assets ($) | $206,777,000 | 196 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,002,000 | 226 |
| 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 | $917,000 | 239 |
| Number of Managed Accounts | $567,000 | 253 |
| Number of Non-Managed Accounts | $350,000 | 162 |
| Total fiduciary and related assets | $668,019,000 | 234 |
| Managed Assets ($) | $460,202,000 | 203 |
| Non-managed Assets ($) | $207,817,000 | 194 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,289,000 | 233 |
| 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 | $979,000 | 235 |
| Number of Managed Accounts | $557,000 | 260 |
| Number of Non-Managed Accounts | $422,000 | 155 |
| Total fiduciary and related assets | $632,357,000 | 241 |
| Managed Assets ($) | $422,454,000 | 211 |
| Non-managed Assets ($) | $209,903,000 | 201 |
| Memoranda | ||
| Gross Fiduciary activities income | $619,000 | 248 |
| 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 | $991,000 | 252 |
| Number of Managed Accounts | $567,000 | 279 |
| Number of Non-Managed Accounts | $424,000 | 176 |
| Total fiduciary and related assets | $647,707,000 | 238 |
| Managed Assets ($) | $430,000,000 | 210 |
| Non-managed Assets ($) | $217,707,000 | 199 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,252,000 | 266 |
| 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 | $458,000 | 409 |
| Number of Managed Accounts | $190,000 | 546 |
| Number of Non-Managed Accounts | $268,000 | 238 |
| Total fiduciary and related assets | $115,810,000 | 502 |
| Managed Assets ($) | $67,158,000 | 548 |
| Non-managed Assets ($) | $48,652,000 | 345 |
| Memoranda | ||
| Gross Fiduciary activities income | $677,000 | 506 |
| 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 | $839,000 | 458 |
| 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 | $678,000 | 552 |
| 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 | $627,000 | 566 |
| 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 | $633,000 | 586 |
| 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 | $586,000 | 657 |
| 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 | $416,000 | 794 |
| 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 | $331,000 | 866 |
| 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 | $370,000 | 867 |
| 1992-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |