Home > Country Club Bank > Fiduciary and Related Services
Country Club 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 | $2,365,000 | 122 |
| Number of Managed Accounts | $2,345,000 | 94 |
| Number of Non-Managed Accounts | $20,000 | 531 |
| Total fiduciary and related assets | $2,639,148,000 | 154 |
| Managed Assets ($) | $2,578,335,000 | 117 |
| Non-managed Assets ($) | $60,813,000 | 333 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,520,000 | 137 |
| 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 | $2,350,000 | 119 |
| Number of Managed Accounts | $2,331,000 | 94 |
| Number of Non-Managed Accounts | $19,000 | 304 |
| Total fiduciary and related assets | $2,517,919,000 | 153 |
| Managed Assets ($) | $2,458,273,000 | 117 |
| Non-managed Assets ($) | $59,646,000 | 265 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,629,000 | 136 |
| 2023-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 3 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,347,000 | 118 |
| Number of Managed Accounts | $2,328,000 | 91 |
| Number of Non-Managed Accounts | $19,000 | 360 |
| Total fiduciary and related assets | $2,564,173,000 | 149 |
| Managed Assets ($) | $2,505,961,000 | 111 |
| Non-managed Assets ($) | $58,212,000 | 302 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,614,000 | 135 |
| 2023-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,373,000 | 123 |
| Number of Managed Accounts | $2,352,000 | 98 |
| Number of Non-Managed Accounts | $21,000 | 311 |
| Total fiduciary and related assets | $2,536,686,000 | 158 |
| Managed Assets ($) | $2,478,975,000 | 121 |
| Non-managed Assets ($) | $57,711,000 | 271 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,780,000 | 142 |
| 2022-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,387,000 | 124 |
| Number of Managed Accounts | $2,366,000 | 96 |
| Number of Non-Managed Accounts | $21,000 | 544 |
| Total fiduciary and related assets | $2,429,356,000 | 160 |
| Managed Assets ($) | $2,373,552,000 | 124 |
| Non-managed Assets ($) | $55,804,000 | 341 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,495,000 | 137 |
| 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 | $2,361,000 | 123 |
| Number of Managed Accounts | $2,334,000 | 99 |
| Number of Non-Managed Accounts | $27,000 | 306 |
| Total fiduciary and related assets | $2,294,652,000 | 160 |
| Managed Assets ($) | $2,234,718,000 | 120 |
| Non-managed Assets ($) | $59,934,000 | 278 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,810,000 | 136 |
| 2022-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,398,000 | 106 |
| Number of Managed Accounts | $2,375,000 | 88 |
| Number of Non-Managed Accounts | $23,000 | 328 |
| Total fiduciary and related assets | $2,447,541,000 | 131 |
| Managed Assets ($) | $2,385,657,000 | 99 |
| Non-managed Assets ($) | $61,884,000 | 271 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,056,000 | 114 |
| 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 | $2,406,000 | 107 |
| Number of Managed Accounts | $2,382,000 | 90 |
| Number of Non-Managed Accounts | $24,000 | 281 |
| Total fiduciary and related assets | $2,701,575,000 | 132 |
| Managed Assets ($) | $2,635,533,000 | 100 |
| Non-managed Assets ($) | $66,042,000 | 241 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,176,000 | 113 |
| 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 | $2,371,000 | 109 |
| Number of Managed Accounts | $2,347,000 | 91 |
| Number of Non-Managed Accounts | $24,000 | 506 |
| Total fiduciary and related assets | $2,752,705,000 | 132 |
| Managed Assets ($) | $2,684,130,000 | 98 |
| Non-managed Assets ($) | $68,575,000 | 303 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,919,000 | 116 |
| 2021-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,329,000 | 111 |
| Number of Managed Accounts | $2,296,000 | 94 |
| Number of Non-Managed Accounts | $33,000 | 262 |
| Total fiduciary and related assets | $2,659,113,000 | 134 |
| Managed Assets ($) | $2,573,147,000 | 101 |
| Non-managed Assets ($) | $85,966,000 | 227 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,048,000 | 118 |
| 2021-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,306,000 | 111 |
| Number of Managed Accounts | $2,233,000 | 97 |
| Number of Non-Managed Accounts | $73,000 | 224 |
| Total fiduciary and related assets | $2,596,635,000 | 135 |
| Managed Assets ($) | $2,453,765,000 | 103 |
| Non-managed Assets ($) | $142,870,000 | 219 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,164,000 | 117 |
| 2021-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,276,000 | 114 |
| Number of Managed Accounts | $2,205,000 | 99 |
| Number of Non-Managed Accounts | $71,000 | 213 |
| Total fiduciary and related assets | $2,469,494,000 | 133 |
| Managed Assets ($) | $2,347,359,000 | 102 |
| Non-managed Assets ($) | $122,135,000 | 206 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,532,000 | 120 |
| 2020-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,290,000 | 117 |
| Number of Managed Accounts | $2,233,000 | 99 |
| Number of Non-Managed Accounts | $57,000 | 357 |
| Total fiduciary and related assets | $2,333,863,000 | 137 |
| Managed Assets ($) | $2,237,874,000 | 107 |
| Non-managed Assets ($) | $95,989,000 | 255 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,965,000 | 122 |
| 2020-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,314,000 | 108 |
| Number of Managed Accounts | $2,268,000 | 94 |
| Number of Non-Managed Accounts | $46,000 | 244 |
| Total fiduciary and related assets | $2,213,701,000 | 135 |
| Managed Assets ($) | $2,125,042,000 | 104 |
| Non-managed Assets ($) | $88,659,000 | 221 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,481,000 | 121 |
| 2020-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,352,000 | 111 |
| Number of Managed Accounts | $2,306,000 | 93 |
| Number of Non-Managed Accounts | $46,000 | 268 |
| Total fiduciary and related assets | $2,149,112,000 | 136 |
| Managed Assets ($) | $2,064,761,000 | 105 |
| Non-managed Assets ($) | $84,351,000 | 248 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,236,000 | 123 |
| 2020-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,376,000 | 110 |
| Number of Managed Accounts | $2,329,000 | 93 |
| Number of Non-Managed Accounts | $47,000 | 246 |
| Total fiduciary and related assets | $1,989,988,000 | 136 |
| Managed Assets ($) | $1,906,981,000 | 105 |
| Non-managed Assets ($) | $83,007,000 | 219 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,164,000 | 125 |
| 2019-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,350,000 | 115 |
| Number of Managed Accounts | $2,303,000 | 98 |
| Number of Non-Managed Accounts | $47,000 | 415 |
| Total fiduciary and related assets | $2,240,011,000 | 132 |
| Managed Assets ($) | $2,155,492,000 | 106 |
| Non-managed Assets ($) | $84,519,000 | 264 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,652,000 | 123 |
| 2019-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,332,000 | 113 |
| Number of Managed Accounts | $2,285,000 | 95 |
| Number of Non-Managed Accounts | $47,000 | 250 |
| Total fiduciary and related assets | $2,166,684,000 | 132 |
| Managed Assets ($) | $2,085,509,000 | 107 |
| Non-managed Assets ($) | $81,175,000 | 235 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,500,000 | 124 |
| 2019-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,330,000 | 114 |
| Number of Managed Accounts | $2,285,000 | 95 |
| Number of Non-Managed Accounts | $45,000 | 269 |
| Total fiduciary and related assets | $2,133,049,000 | 133 |
| Managed Assets ($) | $2,054,174,000 | 106 |
| Non-managed Assets ($) | $78,875,000 | 258 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,119,000 | 125 |
| 2019-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,298,000 | 115 |
| Number of Managed Accounts | $2,254,000 | 94 |
| Number of Non-Managed Accounts | $44,000 | 276 |
| Total fiduciary and related assets | $2,135,899,000 | 131 |
| Managed Assets ($) | $2,057,513,000 | 108 |
| Non-managed Assets ($) | $78,386,000 | 258 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,065,000 | 127 |
| 2018-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,319,000 | 115 |
| Number of Managed Accounts | $2,273,000 | 92 |
| Number of Non-Managed Accounts | $46,000 | 426 |
| Total fiduciary and related assets | $2,003,068,000 | 129 |
| Managed Assets ($) | $1,938,129,000 | 104 |
| Non-managed Assets ($) | $64,939,000 | 293 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,157,000 | 126 |
| 2018-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,298,000 | 111 |
| Number of Managed Accounts | $2,251,000 | 90 |
| Number of Non-Managed Accounts | $47,000 | 270 |
| Total fiduciary and related assets | $2,078,528,000 | 128 |
| Managed Assets ($) | $2,002,442,000 | 104 |
| Non-managed Assets ($) | $76,086,000 | 262 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,166,000 | 125 |
| 2018-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,318,000 | 109 |
| Number of Managed Accounts | $2,271,000 | 87 |
| Number of Non-Managed Accounts | $47,000 | 271 |
| Total fiduciary and related assets | $1,987,296,000 | 132 |
| Managed Assets ($) | $1,905,356,000 | 106 |
| Non-managed Assets ($) | $81,940,000 | 255 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,920,000 | 123 |
| 2018-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,309,000 | 110 |
| Number of Managed Accounts | $2,265,000 | 87 |
| Number of Non-Managed Accounts | $44,000 | 281 |
| Total fiduciary and related assets | $1,974,802,000 | 137 |
| Managed Assets ($) | $1,907,696,000 | 106 |
| Non-managed Assets ($) | $67,106,000 | 267 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,953,000 | 126 |
| 2017-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,382,000 | 108 |
| Number of Managed Accounts | $2,331,000 | 86 |
| Number of Non-Managed Accounts | $51,000 | 414 |
| Total fiduciary and related assets | $1,998,203,000 | 137 |
| Managed Assets ($) | $1,923,702,000 | 106 |
| Non-managed Assets ($) | $74,501,000 | 279 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,079,000 | 126 |
| 2017-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,288,000 | 109 |
| Number of Managed Accounts | $2,251,000 | 91 |
| Number of Non-Managed Accounts | $37,000 | 283 |
| Total fiduciary and related assets | $1,921,136,000 | 136 |
| Managed Assets ($) | $1,878,058,000 | 107 |
| Non-managed Assets ($) | $43,078,000 | 291 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,331,000 | 122 |
| 2017-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,277,000 | 105 |
| Number of Managed Accounts | $2,245,000 | 88 |
| Number of Non-Managed Accounts | $32,000 | 295 |
| Total fiduciary and related assets | $1,814,109,000 | 136 |
| Managed Assets ($) | $1,783,823,000 | 107 |
| Non-managed Assets ($) | $30,286,000 | 303 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,290,000 | 124 |
| 2017-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,178,000 | 109 |
| Number of Managed Accounts | $2,154,000 | 90 |
| Number of Non-Managed Accounts | $24,000 | 311 |
| Total fiduciary and related assets | $1,779,663,000 | 133 |
| Managed Assets ($) | $1,755,358,000 | 107 |
| Non-managed Assets ($) | $24,305,000 | 313 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,696,000 | 121 |
| 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 | $2,174,000 | 109 |
| Number of Managed Accounts | $2,152,000 | 89 |
| Number of Non-Managed Accounts | $22,000 | 595 |
| Total fiduciary and related assets | $1,720,088,000 | 133 |
| Managed Assets ($) | $1,696,799,000 | 106 |
| Non-managed Assets ($) | $23,289,000 | 432 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,062,000 | 122 |
| 2016-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,159,000 | 107 |
| Number of Managed Accounts | $2,143,000 | 89 |
| Number of Non-Managed Accounts | $16,000 | 336 |
| Total fiduciary and related assets | $1,675,285,000 | 134 |
| Managed Assets ($) | $1,669,042,000 | 106 |
| Non-managed Assets ($) | $6,243,000 | 365 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,549,000 | 121 |
| 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 | $2,163,000 | 108 |
| Number of Managed Accounts | $2,144,000 | 90 |
| Number of Non-Managed Accounts | $19,000 | 334 |
| Total fiduciary and related assets | $1,658,670,000 | 135 |
| Managed Assets ($) | $1,651,872,000 | 107 |
| Non-managed Assets ($) | $6,798,000 | 364 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,037,000 | 122 |
| 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 | $2,122,000 | 110 |
| Number of Managed Accounts | $2,105,000 | 91 |
| Number of Non-Managed Accounts | $17,000 | 336 |
| Total fiduciary and related assets | $1,585,400,000 | 137 |
| Managed Assets ($) | $1,580,792,000 | 109 |
| Non-managed Assets ($) | $4,608,000 | 372 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,392,000 | 126 |
| 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 | $2,109,000 | 113 |
| Number of Managed Accounts | $2,092,000 | 88 |
| Number of Non-Managed Accounts | $17,000 | 664 |
| Total fiduciary and related assets | $1,569,930,000 | 136 |
| Managed Assets ($) | $1,565,315,000 | 107 |
| Non-managed Assets ($) | $4,615,000 | 683 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,869,000 | 126 |
| 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 | $2,107,000 | 113 |
| Number of Managed Accounts | $2,090,000 | 86 |
| Number of Non-Managed Accounts | $17,000 | 336 |
| Total fiduciary and related assets | $1,586,771,000 | 135 |
| Managed Assets ($) | $1,582,178,000 | 105 |
| Non-managed Assets ($) | $4,593,000 | 370 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,469,000 | 126 |
| 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 | $2,113,000 | 114 |
| Number of Managed Accounts | $2,097,000 | 86 |
| Number of Non-Managed Accounts | $16,000 | 342 |
| Total fiduciary and related assets | $1,605,963,000 | 141 |
| Managed Assets ($) | $1,601,323,000 | 110 |
| Non-managed Assets ($) | $4,640,000 | 372 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,995,000 | 130 |
| 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 | $2,074,000 | 114 |
| Number of Managed Accounts | $2,058,000 | 87 |
| Number of Non-Managed Accounts | $16,000 | 346 |
| Total fiduciary and related assets | $1,615,431,000 | 139 |
| Managed Assets ($) | $1,610,809,000 | 106 |
| Non-managed Assets ($) | $4,622,000 | 371 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,392,000 | 131 |
| 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 | $2,145,000 | 112 |
| Number of Managed Accounts | $2,128,000 | 85 |
| Number of Non-Managed Accounts | $17,000 | 708 |
| Total fiduciary and related assets | $1,706,970,000 | 134 |
| Managed Assets ($) | $1,702,353,000 | 99 |
| Non-managed Assets ($) | $4,617,000 | 714 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,646,000 | 126 |
| 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 | $2,104,000 | 109 |
| Number of Managed Accounts | $2,087,000 | 85 |
| Number of Non-Managed Accounts | $17,000 | 345 |
| Total fiduciary and related assets | $1,691,588,000 | 134 |
| Managed Assets ($) | $1,686,927,000 | 100 |
| Non-managed Assets ($) | $4,661,000 | 370 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,251,000 | 125 |
| 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 | $2,081,000 | 108 |
| Number of Managed Accounts | $2,065,000 | 85 |
| Number of Non-Managed Accounts | $16,000 | 342 |
| Total fiduciary and related assets | $1,697,803,000 | 130 |
| Managed Assets ($) | $1,693,188,000 | 97 |
| Non-managed Assets ($) | $4,615,000 | 370 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,827,000 | 126 |
| 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 | $2,041,000 | 110 |
| Number of Managed Accounts | $2,026,000 | 88 |
| Number of Non-Managed Accounts | $15,000 | 350 |
| Total fiduciary and related assets | $1,659,217,000 | 130 |
| Managed Assets ($) | $1,654,680,000 | 100 |
| Non-managed Assets ($) | $4,537,000 | 371 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,263,000 | 129 |
| 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 | $2,019,000 | 115 |
| Number of Managed Accounts | $2,004,000 | 88 |
| Number of Non-Managed Accounts | $15,000 | 741 |
| Total fiduciary and related assets | $1,621,112,000 | 132 |
| Managed Assets ($) | $1,616,598,000 | 102 |
| Non-managed Assets ($) | $4,514,000 | 731 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,744,000 | 132 |
| 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 | $1,998,000 | 113 |
| Number of Managed Accounts | $1,910,000 | 91 |
| Number of Non-Managed Accounts | $88,000 | 216 |
| Total fiduciary and related assets | $1,554,488,000 | 131 |
| Managed Assets ($) | $1,319,138,000 | 108 |
| Non-managed Assets ($) | $235,350,000 | 155 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,508,000 | 131 |
| 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 | $1,986,000 | 114 |
| Number of Managed Accounts | $1,900,000 | 89 |
| Number of Non-Managed Accounts | $86,000 | 220 |
| Total fiduciary and related assets | $1,505,868,000 | 132 |
| Managed Assets ($) | $1,277,482,000 | 110 |
| Non-managed Assets ($) | $228,386,000 | 160 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,388,000 | 130 |
| 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 | $1,951,000 | 116 |
| Number of Managed Accounts | $1,865,000 | 88 |
| Number of Non-Managed Accounts | $86,000 | 225 |
| Total fiduciary and related assets | $1,492,102,000 | 134 |
| Managed Assets ($) | $1,266,058,000 | 112 |
| Non-managed Assets ($) | $226,044,000 | 160 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,086,000 | 132 |
| 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 | $1,946,000 | 119 |
| Number of Managed Accounts | $1,855,000 | 86 |
| Number of Non-Managed Accounts | $91,000 | 336 |
| Total fiduciary and related assets | $1,418,663,000 | 137 |
| Managed Assets ($) | $1,207,661,000 | 110 |
| Non-managed Assets ($) | $211,002,000 | 161 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,987,000 | 127 |
| 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 | $1,940,000 | 111 |
| Number of Managed Accounts | $1,844,000 | 86 |
| Number of Non-Managed Accounts | $96,000 | 207 |
| Total fiduciary and related assets | $1,420,991,000 | 132 |
| Managed Assets ($) | $1,198,956,000 | 113 |
| Non-managed Assets ($) | $222,035,000 | 152 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,934,000 | 128 |
| 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 | $1,932,000 | 112 |
| Number of Managed Accounts | $1,835,000 | 86 |
| Number of Non-Managed Accounts | $97,000 | 205 |
| Total fiduciary and related assets | $1,286,032,000 | 139 |
| Managed Assets ($) | $1,100,364,000 | 114 |
| Non-managed Assets ($) | $185,668,000 | 171 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,918,000 | 131 |
| 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 | $1,919,000 | 111 |
| Number of Managed Accounts | $1,838,000 | 86 |
| Number of Non-Managed Accounts | $81,000 | 215 |
| Total fiduciary and related assets | $1,353,097,000 | 137 |
| Managed Assets ($) | $1,191,021,000 | 112 |
| Non-managed Assets ($) | $162,076,000 | 179 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,898,000 | 131 |
| 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 | $1,891,000 | 117 |
| Number of Managed Accounts | $1,809,000 | 86 |
| Number of Non-Managed Accounts | $82,000 | 360 |
| Total fiduciary and related assets | $1,279,833,000 | 135 |
| Managed Assets ($) | $1,125,673,000 | 112 |
| Non-managed Assets ($) | $154,160,000 | 181 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,534,000 | 116 |
| 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 | $1,840,000 | 117 |
| Number of Managed Accounts | $1,757,000 | 91 |
| Number of Non-Managed Accounts | $83,000 | 214 |
| Total fiduciary and related assets | $1,231,606,000 | 137 |
| Managed Assets ($) | $1,081,828,000 | 113 |
| Non-managed Assets ($) | $149,778,000 | 179 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,743,000 | 115 |
| 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 | $1,810,000 | 121 |
| Number of Managed Accounts | $1,725,000 | 95 |
| Number of Non-Managed Accounts | $85,000 | 218 |
| Total fiduciary and related assets | $1,317,472,000 | 140 |
| Managed Assets ($) | $1,162,300,000 | 117 |
| Non-managed Assets ($) | $155,172,000 | 180 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,888,000 | 116 |
| 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 | $1,715,000 | 125 |
| Number of Managed Accounts | $1,630,000 | 92 |
| Number of Non-Managed Accounts | $85,000 | 219 |
| Total fiduciary and related assets | $1,285,843,000 | 141 |
| Managed Assets ($) | $1,131,206,000 | 112 |
| Non-managed Assets ($) | $154,637,000 | 183 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,880,000 | 116 |
| 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 | $1,696,000 | 131 |
| Number of Managed Accounts | $1,616,000 | 92 |
| Number of Non-Managed Accounts | $80,000 | 382 |
| Total fiduciary and related assets | $1,248,152,000 | 145 |
| Managed Assets ($) | $1,101,961,000 | 112 |
| Non-managed Assets ($) | $146,191,000 | 195 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,698,000 | 122 |
| 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 | $1,654,000 | 129 |
| Number of Managed Accounts | $1,623,000 | 92 |
| Number of Non-Managed Accounts | $31,000 | 293 |
| Total fiduciary and related assets | $1,164,176,000 | 146 |
| Managed Assets ($) | $1,152,760,000 | 106 |
| Non-managed Assets ($) | $11,416,000 | 334 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,925,000 | 121 |
| 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 | $1,584,000 | 135 |
| Number of Managed Accounts | $1,553,000 | 93 |
| Number of Non-Managed Accounts | $31,000 | 301 |
| Total fiduciary and related assets | $1,042,700,000 | 145 |
| Managed Assets ($) | $1,032,131,000 | 107 |
| Non-managed Assets ($) | $10,569,000 | 335 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,266,000 | 123 |
| 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 | $1,531,000 | 138 |
| Number of Managed Accounts | $1,497,000 | 99 |
| Number of Non-Managed Accounts | $34,000 | 297 |
| Total fiduciary and related assets | $1,075,150,000 | 147 |
| Managed Assets ($) | $1,064,285,000 | 108 |
| Non-managed Assets ($) | $10,865,000 | 341 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,503,000 | 127 |
| 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 | $1,491,000 | 152 |
| Number of Managed Accounts | $1,460,000 | 105 |
| Number of Non-Managed Accounts | $31,000 | 661 |
| Total fiduciary and related assets | $1,038,289,000 | 149 |
| Managed Assets ($) | $1,027,417,000 | 111 |
| Non-managed Assets ($) | $10,872,000 | 600 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,561,000 | 134 |
| 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 | $1,428,000 | 145 |
| Number of Managed Accounts | $1,397,000 | 108 |
| Number of Non-Managed Accounts | $31,000 | 290 |
| Total fiduciary and related assets | $1,008,412,000 | 152 |
| Managed Assets ($) | $997,629,000 | 113 |
| Non-managed Assets ($) | $10,783,000 | 322 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,067,000 | 138 |
| 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 | $1,430,000 | 146 |
| Number of Managed Accounts | $1,400,000 | 110 |
| Number of Non-Managed Accounts | $30,000 | 298 |
| Total fiduciary and related assets | $932,662,000 | 162 |
| Managed Assets ($) | $922,772,000 | 114 |
| Non-managed Assets ($) | $9,890,000 | 333 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,687,000 | 139 |
| 2009-03-31 | Rank | |
| Fiduciary powers granted | $0 | 2,301 |
| Fiduciary power exercised | $0 | 1,711 |
| Fiduciary or related activity | $0 | 1,627 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 418 |
| Number of Managed Accounts | $0 | 395 |
| Number of Non-Managed Accounts | $0 | 393 |
| Total fiduciary and related assets | $0 | 417 |
| Managed Assets ($) | $0 | 395 |
| Non-managed Assets ($) | $0 | 392 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,285 |
| 2008-12-31 | Rank | |
| Fiduciary powers granted | $0 | 2,321 |
| Fiduciary power exercised | $0 | 1,723 |
| Fiduciary or related activity | $0 | 1,634 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,622 |
| Number of Managed Accounts | $0 | 1,520 |
| Number of Non-Managed Accounts | $0 | 1,251 |
| Total fiduciary and related assets | $0 | 1,618 |
| Managed Assets ($) | $0 | 1,519 |
| Non-managed Assets ($) | $0 | 1,241 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,441 |
| 2008-09-30 | Rank | |
| Fiduciary powers granted | $0 | 2,346 |
| Fiduciary power exercised | $0 | 1,749 |
| Fiduciary or related activity | $0 | 1,659 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 441 |
| Number of Managed Accounts | $0 | 419 |
| Number of Non-Managed Accounts | $0 | 421 |
| Total fiduciary and related assets | $0 | 440 |
| Managed Assets ($) | $0 | 419 |
| Non-managed Assets ($) | $0 | 420 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,405 |
| 2008-06-30 | Rank | |
| Fiduciary powers granted | $0 | 2,370 |
| Fiduciary power exercised | $0 | 1,767 |
| Fiduciary or related activity | $0 | 1,672 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 450 |
| Number of Managed Accounts | $0 | 425 |
| Number of Non-Managed Accounts | $0 | 427 |
| Total fiduciary and related assets | $0 | 449 |
| Managed Assets ($) | $0 | 425 |
| Non-managed Assets ($) | $0 | 426 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,395 |
| 2008-03-31 | Rank | |
| Fiduciary powers granted | $0 | 2,389 |
| Fiduciary power exercised | $0 | 1,777 |
| Fiduciary or related activity | $0 | 1,684 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 460 |
| Number of Managed Accounts | $0 | 434 |
| Number of Non-Managed Accounts | $0 | 433 |
| Total fiduciary and related assets | $0 | 459 |
| Managed Assets ($) | $0 | 434 |
| Non-managed Assets ($) | $0 | 431 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,326 |
| 2007-12-31 | Rank | |
| Fiduciary powers granted | $0 | 2,411 |
| Fiduciary power exercised | $0 | 1,786 |
| Fiduciary or related activity | $0 | 1,696 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,688 |
| Number of Managed Accounts | $0 | 1,582 |
| Number of Non-Managed Accounts | $0 | 1,300 |
| Total fiduciary and related assets | $0 | 1,685 |
| Managed Assets ($) | $0 | 1,581 |
| Non-managed Assets ($) | $0 | 1,291 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,498 |
| 2007-09-30 | Rank | |
| Fiduciary powers granted | $0 | 2,428 |
| Fiduciary power exercised | $0 | 1,805 |
| Fiduciary or related activity | $0 | 1,715 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 444 |
| Number of Managed Accounts | $0 | 421 |
| Number of Non-Managed Accounts | $0 | 417 |
| Total fiduciary and related assets | $0 | 443 |
| Managed Assets ($) | $0 | 421 |
| Non-managed Assets ($) | $0 | 416 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,458 |
| 2007-06-30 | Rank | |
| Fiduciary powers granted | $0 | 2,445 |
| Fiduciary power exercised | $0 | 1,809 |
| Fiduciary or related activity | $0 | 1,721 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 450 |
| Number of Managed Accounts | $0 | 427 |
| Number of Non-Managed Accounts | $0 | 422 |
| Total fiduciary and related assets | $0 | 449 |
| Managed Assets ($) | $0 | 427 |
| Non-managed Assets ($) | $0 | 421 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,429 |
| 2007-03-31 | Rank | |
| Fiduciary powers granted | $0 | 2,453 |
| Fiduciary power exercised | $0 | 1,815 |
| Fiduciary or related activity | $0 | 1,720 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 451 |
| Number of Managed Accounts | $0 | 427 |
| Number of Non-Managed Accounts | $0 | 425 |
| Total fiduciary and related assets | $0 | 450 |
| Managed Assets ($) | $0 | 427 |
| Non-managed Assets ($) | $0 | 424 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,355 |
| 2006-12-31 | Rank | |
| Fiduciary powers granted | $0 | 2,464 |
| Fiduciary power exercised | $0 | 1,827 |
| Fiduciary or related activity | $0 | 1,740 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,733 |
| Number of Managed Accounts | $0 | 1,625 |
| Number of Non-Managed Accounts | $0 | 1,332 |
| Total fiduciary and related assets | $0 | 1,730 |
| Managed Assets ($) | $0 | 1,624 |
| Non-managed Assets ($) | $0 | 1,321 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,523 |
| 2006-09-30 | Rank | |
| Fiduciary powers granted | $0 | 2,478 |
| Fiduciary power exercised | $0 | 1,839 |
| Fiduciary or related activity | $0 | 1,758 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 432 |
| Number of Managed Accounts | $0 | 409 |
| Number of Non-Managed Accounts | $0 | 409 |
| Total fiduciary and related assets | $0 | 431 |
| Managed Assets ($) | $0 | 409 |
| Non-managed Assets ($) | $0 | 408 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,468 |
| 2006-06-30 | Rank | |
| Fiduciary powers granted | $0 | 2,497 |
| Fiduciary power exercised | $0 | 1,855 |
| Fiduciary or related activity | $0 | 1,774 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 435 |
| Number of Managed Accounts | $0 | 413 |
| Number of Non-Managed Accounts | $0 | 412 |
| Total fiduciary and related assets | $0 | 434 |
| Managed Assets ($) | $0 | 413 |
| Non-managed Assets ($) | $0 | 411 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,458 |
| 2006-03-31 | Rank | |
| Fiduciary powers granted | $0 | 2,505 |
| Fiduciary power exercised | $0 | 1,863 |
| Fiduciary or related activity | $0 | 1,786 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 458 |
| Number of Managed Accounts | $0 | 437 |
| Number of Non-Managed Accounts | $0 | 423 |
| Total fiduciary and related assets | $0 | 457 |
| Managed Assets ($) | $0 | 437 |
| Non-managed Assets ($) | $0 | 422 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,380 |
| 2005-12-31 | Rank | |
| Fiduciary powers granted | $0 | 2,516 |
| Fiduciary power exercised | $0 | 1,867 |
| Fiduciary or related activity | $0 | 1,792 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,788 |
| Number of Managed Accounts | $0 | 1,678 |
| Number of Non-Managed Accounts | $0 | 1,373 |
| Total fiduciary and related assets | $0 | 1,786 |
| Managed Assets ($) | $0 | 1,677 |
| Non-managed Assets ($) | $0 | 1,365 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,557 |
| 2005-09-30 | Rank | |
| Fiduciary powers granted | $0 | 2,529 |
| Fiduciary power exercised | $0 | 1,877 |
| Fiduciary or related activity | $0 | 1,783 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 444 |
| Number of Managed Accounts | $0 | 422 |
| Number of Non-Managed Accounts | $0 | 414 |
| Total fiduciary and related assets | $0 | 443 |
| Managed Assets ($) | $0 | 423 |
| Non-managed Assets ($) | $0 | 412 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,504 |
| 2005-06-30 | Rank | |
| Fiduciary powers granted | $0 | 2,548 |
| Fiduciary power exercised | $0 | 1,881 |
| Fiduciary or related activity | $0 | 1,792 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 460 |
| Number of Managed Accounts | $0 | 435 |
| Number of Non-Managed Accounts | $0 | 431 |
| Total fiduciary and related assets | $0 | 458 |
| Managed Assets ($) | $0 | 435 |
| Non-managed Assets ($) | $0 | 429 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,480 |
| 2005-03-31 | Rank | |
| Fiduciary powers granted | $0 | 2,569 |
| Fiduciary power exercised | $0 | 1,895 |
| Fiduciary or related activity | $0 | 1,801 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 465 |
| Number of Managed Accounts | $0 | 438 |
| Number of Non-Managed Accounts | $0 | 433 |
| Total fiduciary and related assets | $0 | 463 |
| Managed Assets ($) | $0 | 438 |
| Non-managed Assets ($) | $0 | 431 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,418 |
| 2004-12-31 | Rank | |
| Fiduciary powers granted | $0 | 2,574 |
| Fiduciary power exercised | $0 | 1,898 |
| Fiduciary or related activity | $0 | 1,821 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,812 |
| Number of Managed Accounts | $0 | 1,698 |
| Number of Non-Managed Accounts | $0 | 1,368 |
| Total fiduciary and related assets | $0 | 1,810 |
| Managed Assets ($) | $0 | 1,698 |
| Non-managed Assets ($) | $0 | 1,358 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,582 |
| 2004-09-30 | Rank | |
| Fiduciary powers granted | $0 | 2,582 |
| Fiduciary power exercised | $0 | 1,908 |
| Fiduciary or related activity | $0 | 1,824 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 453 |
| Number of Managed Accounts | $0 | 424 |
| Number of Non-Managed Accounts | $0 | 423 |
| Total fiduciary and related assets | $0 | 451 |
| Managed Assets ($) | $0 | 424 |
| Non-managed Assets ($) | $0 | 421 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,547 |
| 2004-06-30 | Rank | |
| Fiduciary powers granted | $0 | 2,602 |
| Fiduciary power exercised | $0 | 1,920 |
| Fiduciary or related activity | $0 | 1,840 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 462 |
| Number of Managed Accounts | $0 | 429 |
| Number of Non-Managed Accounts | $0 | 432 |
| Total fiduciary and related assets | $0 | 459 |
| Managed Assets ($) | $0 | 429 |
| Non-managed Assets ($) | $0 | 429 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,518 |
| 2004-03-31 | Rank | |
| Fiduciary powers granted | $0 | 2,610 |
| Fiduciary power exercised | $0 | 1,930 |
| Fiduciary or related activity | $0 | 1,848 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 473 |
| Number of Managed Accounts | $0 | 438 |
| Number of Non-Managed Accounts | $0 | 438 |
| Total fiduciary and related assets | $0 | 471 |
| Managed Assets ($) | $0 | 438 |
| Non-managed Assets ($) | $0 | 436 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,441 |
| 2003-12-31 | Rank | |
| Fiduciary powers granted | $0 | 2,631 |
| Fiduciary power exercised | $0 | 1,948 |
| Fiduciary or related activity | $0 | 1,873 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,865 |
| Number of Managed Accounts | $0 | 1,742 |
| Number of Non-Managed Accounts | $0 | 1,417 |
| Total fiduciary and related assets | $0 | 1,862 |
| Managed Assets ($) | $0 | 1,742 |
| Non-managed Assets ($) | $0 | 1,404 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,641 |
| 2003-09-30 | Rank | |
| Fiduciary powers granted | $0 | 2,649 |
| Fiduciary power exercised | $0 | 1,971 |
| Fiduciary or related activity | $0 | 1,895 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 473 |
| Number of Managed Accounts | $0 | 442 |
| Number of Non-Managed Accounts | $0 | 446 |
| Total fiduciary and related assets | $0 | 472 |
| Managed Assets ($) | $0 | 442 |
| Non-managed Assets ($) | $0 | 445 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,599 |
| 2003-06-30 | Rank | |
| Fiduciary powers granted | $0 | 2,665 |
| Fiduciary power exercised | $0 | 1,985 |
| Fiduciary or related activity | $0 | 1,908 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 474 |
| Number of Managed Accounts | $0 | 446 |
| Number of Non-Managed Accounts | $0 | 448 |
| Total fiduciary and related assets | $0 | 473 |
| Managed Assets ($) | $0 | 446 |
| Non-managed Assets ($) | $0 | 447 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,577 |
| 2003-03-31 | Rank | |
| Fiduciary powers granted | $0 | 2,686 |
| Fiduciary power exercised | $0 | 2,011 |
| Fiduciary or related activity | $0 | 1,921 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 491 |
| Number of Managed Accounts | $0 | 461 |
| Number of Non-Managed Accounts | $0 | 460 |
| Total fiduciary and related assets | $0 | 490 |
| Managed Assets ($) | $0 | 461 |
| Non-managed Assets ($) | $0 | 458 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,504 |
| 2002-12-31 | Rank | |
| Fiduciary powers granted | $0 | 2,699 |
| Fiduciary power exercised | $0 | 2,027 |
| Fiduciary or related activity | $0 | 1,927 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,919 |
| Number of Managed Accounts | $0 | 1,796 |
| Number of Non-Managed Accounts | $0 | 1,465 |
| Total fiduciary and related assets | $0 | 1,916 |
| Managed Assets ($) | $0 | 1,796 |
| Non-managed Assets ($) | $0 | 1,452 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,713 |
| 2001-12-31 | Rank | |
| Fiduciary powers granted | $0 | 2,623 |
| Fiduciary power exercised | $0 | 1,948 |
| Fiduciary or related activity | $0 | 1,876 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,869 |
| Number of Managed Accounts | $0 | 1,766 |
| Number of Non-Managed Accounts | $0 | 1,385 |
| Total fiduciary and related assets | $0 | 1,865 |
| Managed Assets ($) | $0 | 1,766 |
| Non-managed Assets ($) | $0 | 1,377 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,731 |
| 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 | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |
| 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 |