Home > Eastern Bank > Fiduciary and Related Services
Eastern 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 | $3,562,000 | 90 |
| Number of Managed Accounts | $3,512,000 | 68 |
| Number of Non-Managed Accounts | $50,000 | 381 |
| Total fiduciary and related assets | $3,257,144,000 | 136 |
| Managed Assets ($) | $3,225,520,000 | 100 |
| Non-managed Assets ($) | $31,624,000 | 405 |
| Memoranda | ||
| Gross Fiduciary activities income | $24,264,000 | 100 |
| 2023-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 5 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,566,000 | 89 |
| Number of Managed Accounts | $3,513,000 | 69 |
| Number of Non-Managed Accounts | $53,000 | 249 |
| Total fiduciary and related assets | $3,089,753,000 | 137 |
| Managed Assets ($) | $2,996,926,000 | 106 |
| Non-managed Assets ($) | $92,827,000 | 244 |
| Memoranda | ||
| Gross Fiduciary activities income | $18,136,000 | 102 |
| 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 | $3,561,000 | 87 |
| Number of Managed Accounts | $3,505,000 | 68 |
| Number of Non-Managed Accounts | $56,000 | 270 |
| Total fiduciary and related assets | $3,099,009,000 | 135 |
| Managed Assets ($) | $3,003,465,000 | 103 |
| Non-managed Assets ($) | $95,544,000 | 272 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,901,000 | 101 |
| 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 | $3,537,000 | 93 |
| Number of Managed Accounts | $3,480,000 | 72 |
| Number of Non-Managed Accounts | $57,000 | 253 |
| Total fiduciary and related assets | $2,976,669,000 | 146 |
| Managed Assets ($) | $2,884,491,000 | 108 |
| Non-managed Assets ($) | $92,178,000 | 253 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,770,000 | 109 |
| 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 | $3,534,000 | 95 |
| Number of Managed Accounts | $3,477,000 | 74 |
| Number of Non-Managed Accounts | $57,000 | 369 |
| Total fiduciary and related assets | $2,859,480,000 | 150 |
| Managed Assets ($) | $2,774,949,000 | 109 |
| Non-managed Assets ($) | $84,531,000 | 298 |
| Memoranda | ||
| Gross Fiduciary activities income | $23,593,000 | 104 |
| 2022-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,543,000 | 91 |
| Number of Managed Accounts | $3,481,000 | 72 |
| Number of Non-Managed Accounts | $62,000 | 240 |
| Total fiduciary and related assets | $2,641,624,000 | 153 |
| Managed Assets ($) | $2,558,545,000 | 113 |
| Non-managed Assets ($) | $83,079,000 | 262 |
| Memoranda | ||
| Gross Fiduciary activities income | $17,967,000 | 104 |
| 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 | $3,572,000 | 78 |
| Number of Managed Accounts | $3,512,000 | 66 |
| Number of Non-Managed Accounts | $60,000 | 246 |
| Total fiduciary and related assets | $2,803,012,000 | 122 |
| Managed Assets ($) | $2,715,555,000 | 92 |
| Non-managed Assets ($) | $87,457,000 | 250 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,135,000 | 86 |
| 2022-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,602,000 | 78 |
| Number of Managed Accounts | $3,540,000 | 66 |
| Number of Non-Managed Accounts | $62,000 | 217 |
| Total fiduciary and related assets | $3,188,587,000 | 120 |
| Managed Assets ($) | $3,089,698,000 | 92 |
| Non-managed Assets ($) | $98,889,000 | 220 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,141,000 | 88 |
| 2021-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,589,000 | 79 |
| Number of Managed Accounts | $3,526,000 | 64 |
| Number of Non-Managed Accounts | $63,000 | 321 |
| Total fiduciary and related assets | $3,387,913,000 | 118 |
| Managed Assets ($) | $3,287,996,000 | 90 |
| Non-managed Assets ($) | $99,917,000 | 261 |
| Memoranda | ||
| Gross Fiduciary activities income | $24,797,000 | 86 |
| 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 | $3,505,000 | 80 |
| Number of Managed Accounts | $3,444,000 | 65 |
| Number of Non-Managed Accounts | $61,000 | 222 |
| Total fiduciary and related assets | $3,037,070,000 | 124 |
| Managed Assets ($) | $3,016,099,000 | 92 |
| Non-managed Assets ($) | $20,971,000 | 283 |
| Memoranda | ||
| Gross Fiduciary activities income | $18,255,000 | 85 |
| 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 | $3,488,000 | 78 |
| Number of Managed Accounts | $3,426,000 | 68 |
| Number of Non-Managed Accounts | $62,000 | 240 |
| Total fiduciary and related assets | $3,015,017,000 | 124 |
| Managed Assets ($) | $2,995,303,000 | 93 |
| Non-managed Assets ($) | $19,714,000 | 333 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,945,000 | 87 |
| 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 | $3,498,000 | 76 |
| Number of Managed Accounts | $3,437,000 | 65 |
| Number of Non-Managed Accounts | $61,000 | 228 |
| Total fiduciary and related assets | $2,938,499,000 | 123 |
| Managed Assets ($) | $2,919,823,000 | 94 |
| Non-managed Assets ($) | $18,676,000 | 282 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,764,000 | 87 |
| 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 | $3,512,000 | 78 |
| Number of Managed Accounts | $3,447,000 | 67 |
| Number of Non-Managed Accounts | $65,000 | 325 |
| Total fiduciary and related assets | $2,845,594,000 | 124 |
| Managed Assets ($) | $2,828,971,000 | 94 |
| Non-managed Assets ($) | $16,623,000 | 460 |
| Memoranda | ||
| Gross Fiduciary activities income | $21,473,000 | 85 |
| 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 | $3,492,000 | 76 |
| Number of Managed Accounts | $3,427,000 | 66 |
| Number of Non-Managed Accounts | $65,000 | 220 |
| Total fiduciary and related assets | $2,646,457,000 | 121 |
| Managed Assets ($) | $2,634,613,000 | 94 |
| Non-managed Assets ($) | $11,844,000 | 301 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,872,000 | 85 |
| 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 | $3,489,000 | 75 |
| Number of Managed Accounts | $3,422,000 | 65 |
| Number of Non-Managed Accounts | $67,000 | 232 |
| Total fiduciary and related assets | $2,574,189,000 | 123 |
| Managed Assets ($) | $2,562,577,000 | 95 |
| Non-managed Assets ($) | $11,612,000 | 351 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,470,000 | 85 |
| 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 | $3,516,000 | 74 |
| Number of Managed Accounts | $3,451,000 | 64 |
| Number of Non-Managed Accounts | $65,000 | 222 |
| Total fiduciary and related assets | $2,303,170,000 | 122 |
| Managed Assets ($) | $2,290,927,000 | 95 |
| Non-managed Assets ($) | $12,243,000 | 295 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,193,000 | 89 |
| 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 | $3,508,000 | 76 |
| Number of Managed Accounts | $3,442,000 | 62 |
| Number of Non-Managed Accounts | $66,000 | 335 |
| Total fiduciary and related assets | $2,598,767,000 | 120 |
| Managed Assets ($) | $2,581,756,000 | 96 |
| Non-managed Assets ($) | $17,011,000 | 458 |
| Memoranda | ||
| Gross Fiduciary activities income | $20,029,000 | 91 |
| 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 | $3,493,000 | 77 |
| Number of Managed Accounts | $3,425,000 | 63 |
| Number of Non-Managed Accounts | $68,000 | 218 |
| Total fiduciary and related assets | $2,440,515,000 | 122 |
| Managed Assets ($) | $2,423,632,000 | 100 |
| Non-managed Assets ($) | $16,883,000 | 289 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,874,000 | 92 |
| 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 | $3,484,000 | 79 |
| Number of Managed Accounts | $3,395,000 | 63 |
| Number of Non-Managed Accounts | $89,000 | 204 |
| Total fiduciary and related assets | $2,397,866,000 | 123 |
| Managed Assets ($) | $2,380,528,000 | 99 |
| Non-managed Assets ($) | $17,338,000 | 317 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,785,000 | 94 |
| 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 | $3,475,000 | 78 |
| Number of Managed Accounts | $3,380,000 | 63 |
| Number of Non-Managed Accounts | $95,000 | 201 |
| Total fiduciary and related assets | $2,319,704,000 | 125 |
| Managed Assets ($) | $2,302,089,000 | 99 |
| Non-managed Assets ($) | $17,615,000 | 323 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,720,000 | 95 |
| 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 | $3,452,000 | 81 |
| Number of Managed Accounts | $3,354,000 | 62 |
| Number of Non-Managed Accounts | $98,000 | 262 |
| Total fiduciary and related assets | $2,156,336,000 | 124 |
| Managed Assets ($) | $2,137,979,000 | 97 |
| Non-managed Assets ($) | $18,357,000 | 458 |
| Memoranda | ||
| Gross Fiduciary activities income | $19,511,000 | 91 |
| 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 | $3,416,000 | 78 |
| Number of Managed Accounts | $3,318,000 | 62 |
| Number of Non-Managed Accounts | $98,000 | 199 |
| Total fiduciary and related assets | $2,364,075,000 | 122 |
| Managed Assets ($) | $2,342,166,000 | 97 |
| Non-managed Assets ($) | $21,909,000 | 321 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,699,000 | 92 |
| 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 | $3,429,000 | 74 |
| Number of Managed Accounts | $3,328,000 | 62 |
| Number of Non-Managed Accounts | $101,000 | 197 |
| Total fiduciary and related assets | $2,277,409,000 | 122 |
| Managed Assets ($) | $2,256,531,000 | 96 |
| Non-managed Assets ($) | $20,878,000 | 322 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,748,000 | 93 |
| 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 | $3,388,000 | 74 |
| Number of Managed Accounts | $3,278,000 | 62 |
| Number of Non-Managed Accounts | $110,000 | 197 |
| Total fiduciary and related assets | $2,245,223,000 | 125 |
| Managed Assets ($) | $2,223,588,000 | 99 |
| Non-managed Assets ($) | $21,635,000 | 323 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,748,000 | 98 |
| 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 | $3,352,000 | 77 |
| Number of Managed Accounts | $3,244,000 | 62 |
| Number of Non-Managed Accounts | $108,000 | 260 |
| Total fiduciary and related assets | $2,257,506,000 | 124 |
| Managed Assets ($) | $2,234,877,000 | 98 |
| Non-managed Assets ($) | $22,629,000 | 436 |
| Memoranda | ||
| Gross Fiduciary activities income | $18,011,000 | 95 |
| 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 | $3,280,000 | 75 |
| Number of Managed Accounts | $3,172,000 | 63 |
| Number of Non-Managed Accounts | $108,000 | 196 |
| Total fiduciary and related assets | $2,161,332,000 | 124 |
| Managed Assets ($) | $2,134,165,000 | 100 |
| Non-managed Assets ($) | $27,167,000 | 312 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,386,000 | 97 |
| 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 | $3,256,000 | 76 |
| Number of Managed Accounts | $3,150,000 | 62 |
| Number of Non-Managed Accounts | $106,000 | 197 |
| Total fiduciary and related assets | $2,105,412,000 | 123 |
| Managed Assets ($) | $2,078,440,000 | 100 |
| Non-managed Assets ($) | $26,972,000 | 311 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,886,000 | 96 |
| 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 | $3,241,000 | 74 |
| Number of Managed Accounts | $3,131,000 | 61 |
| Number of Non-Managed Accounts | $110,000 | 191 |
| Total fiduciary and related assets | $2,062,260,000 | 124 |
| Managed Assets ($) | $2,038,256,000 | 99 |
| Non-managed Assets ($) | $24,004,000 | 315 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,272,000 | 97 |
| 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 | $3,220,000 | 77 |
| Number of Managed Accounts | $3,103,000 | 61 |
| Number of Non-Managed Accounts | $117,000 | 251 |
| Total fiduciary and related assets | $2,015,162,000 | 123 |
| Managed Assets ($) | $1,986,474,000 | 97 |
| Non-managed Assets ($) | $28,688,000 | 404 |
| Memoranda | ||
| Gross Fiduciary activities income | $16,629,000 | 97 |
| 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 | $3,238,000 | 75 |
| Number of Managed Accounts | $3,117,000 | 59 |
| Number of Non-Managed Accounts | $121,000 | 186 |
| Total fiduciary and related assets | $1,990,384,000 | 125 |
| Managed Assets ($) | $1,956,763,000 | 96 |
| Non-managed Assets ($) | $33,621,000 | 302 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,261,000 | 97 |
| 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 | $3,218,000 | 76 |
| Number of Managed Accounts | $3,104,000 | 60 |
| Number of Non-Managed Accounts | $114,000 | 193 |
| Total fiduciary and related assets | $1,957,184,000 | 126 |
| Managed Assets ($) | $1,931,383,000 | 97 |
| Non-managed Assets ($) | $25,801,000 | 319 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,078,000 | 97 |
| 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 | $3,212,000 | 77 |
| Number of Managed Accounts | $3,094,000 | 61 |
| Number of Non-Managed Accounts | $118,000 | 189 |
| Total fiduciary and related assets | $1,971,323,000 | 125 |
| Managed Assets ($) | $1,944,299,000 | 94 |
| Non-managed Assets ($) | $27,024,000 | 316 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,886,000 | 98 |
| 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 | $3,402,000 | 75 |
| Number of Managed Accounts | $3,293,000 | 56 |
| Number of Non-Managed Accounts | $109,000 | 263 |
| Total fiduciary and related assets | $1,944,348,000 | 126 |
| Managed Assets ($) | $1,917,291,000 | 95 |
| Non-managed Assets ($) | $27,057,000 | 417 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,892,000 | 99 |
| 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 | $3,367,000 | 74 |
| Number of Managed Accounts | $3,259,000 | 56 |
| Number of Non-Managed Accounts | $108,000 | 193 |
| Total fiduciary and related assets | $1,881,119,000 | 126 |
| Managed Assets ($) | $1,855,896,000 | 92 |
| Non-managed Assets ($) | $25,223,000 | 318 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,907,000 | 95 |
| 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 | $3,330,000 | 76 |
| Number of Managed Accounts | $3,227,000 | 57 |
| Number of Non-Managed Accounts | $103,000 | 200 |
| Total fiduciary and related assets | $1,977,363,000 | 126 |
| Managed Assets ($) | $1,954,849,000 | 94 |
| Non-managed Assets ($) | $22,514,000 | 331 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,039,000 | 96 |
| 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 | $3,312,000 | 77 |
| Number of Managed Accounts | $3,207,000 | 57 |
| Number of Non-Managed Accounts | $105,000 | 193 |
| Total fiduciary and related assets | $1,989,207,000 | 125 |
| Managed Assets ($) | $1,966,199,000 | 91 |
| Non-managed Assets ($) | $23,008,000 | 327 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,945,000 | 97 |
| 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 | $3,313,000 | 78 |
| Number of Managed Accounts | $3,208,000 | 57 |
| Number of Non-Managed Accounts | $105,000 | 279 |
| Total fiduciary and related assets | $1,984,743,000 | 122 |
| Managed Assets ($) | $1,963,054,000 | 89 |
| Non-managed Assets ($) | $21,689,000 | 459 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,386,000 | 93 |
| 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 | $3,304,000 | 75 |
| Number of Managed Accounts | $3,192,000 | 56 |
| Number of Non-Managed Accounts | $112,000 | 187 |
| Total fiduciary and related assets | $1,947,961,000 | 122 |
| Managed Assets ($) | $1,926,074,000 | 89 |
| Non-managed Assets ($) | $21,887,000 | 325 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,469,000 | 93 |
| 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 | $3,309,000 | 74 |
| Number of Managed Accounts | $3,196,000 | 54 |
| Number of Non-Managed Accounts | $113,000 | 189 |
| Total fiduciary and related assets | $1,962,028,000 | 122 |
| Managed Assets ($) | $1,929,486,000 | 90 |
| Non-managed Assets ($) | $32,542,000 | 305 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,583,000 | 94 |
| 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 | $3,302,000 | 76 |
| Number of Managed Accounts | $3,185,000 | 56 |
| Number of Non-Managed Accounts | $117,000 | 191 |
| Total fiduciary and related assets | $1,909,434,000 | 122 |
| Managed Assets ($) | $1,882,491,000 | 90 |
| Non-managed Assets ($) | $26,943,000 | 319 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,637,000 | 96 |
| 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 | $3,293,000 | 79 |
| Number of Managed Accounts | $3,169,000 | 56 |
| Number of Non-Managed Accounts | $124,000 | 267 |
| Total fiduciary and related assets | $1,849,110,000 | 124 |
| Managed Assets ($) | $1,818,162,000 | 93 |
| Non-managed Assets ($) | $30,948,000 | 403 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,179,000 | 97 |
| 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 | $3,314,000 | 76 |
| Number of Managed Accounts | $3,186,000 | 54 |
| Number of Non-Managed Accounts | $128,000 | 188 |
| Total fiduciary and related assets | $1,743,799,000 | 125 |
| Managed Assets ($) | $1,712,404,000 | 92 |
| Non-managed Assets ($) | $31,395,000 | 301 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,576,000 | 95 |
| 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 | $3,361,000 | 76 |
| Number of Managed Accounts | $3,226,000 | 52 |
| Number of Non-Managed Accounts | $135,000 | 181 |
| Total fiduciary and related assets | $1,730,505,000 | 126 |
| Managed Assets ($) | $1,698,374,000 | 91 |
| Non-managed Assets ($) | $32,131,000 | 301 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,055,000 | 97 |
| 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 | $3,382,000 | 74 |
| Number of Managed Accounts | $3,232,000 | 51 |
| Number of Non-Managed Accounts | $150,000 | 176 |
| Total fiduciary and related assets | $1,747,571,000 | 129 |
| Managed Assets ($) | $1,709,926,000 | 93 |
| Non-managed Assets ($) | $37,645,000 | 304 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,341,000 | 98 |
| 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 | $3,377,000 | 73 |
| Number of Managed Accounts | $3,220,000 | 50 |
| Number of Non-Managed Accounts | $157,000 | 242 |
| Total fiduciary and related assets | $1,682,050,000 | 127 |
| Managed Assets ($) | $1,644,632,000 | 93 |
| Non-managed Assets ($) | $37,418,000 | 384 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,161,000 | 94 |
| 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 | $3,385,000 | 73 |
| Number of Managed Accounts | $3,227,000 | 50 |
| Number of Non-Managed Accounts | $158,000 | 165 |
| Total fiduciary and related assets | $1,659,188,000 | 125 |
| Managed Assets ($) | $1,622,908,000 | 93 |
| Non-managed Assets ($) | $36,280,000 | 290 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,763,000 | 94 |
| 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 | $3,514,000 | 72 |
| Number of Managed Accounts | $3,362,000 | 48 |
| Number of Non-Managed Accounts | $152,000 | 170 |
| Total fiduciary and related assets | $1,647,551,000 | 123 |
| Managed Assets ($) | $1,619,028,000 | 88 |
| Non-managed Assets ($) | $28,523,000 | 299 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,518,000 | 94 |
| 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 | $3,551,000 | 71 |
| Number of Managed Accounts | $3,398,000 | 48 |
| Number of Non-Managed Accounts | $153,000 | 170 |
| Total fiduciary and related assets | $1,720,924,000 | 120 |
| Managed Assets ($) | $1,688,168,000 | 87 |
| Non-managed Assets ($) | $32,756,000 | 295 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,258,000 | 92 |
| 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 | $3,502,000 | 76 |
| Number of Managed Accounts | $3,344,000 | 48 |
| Number of Non-Managed Accounts | $158,000 | 239 |
| Total fiduciary and related assets | $1,627,138,000 | 121 |
| Managed Assets ($) | $1,595,265,000 | 87 |
| Non-managed Assets ($) | $31,873,000 | 397 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,267,000 | 79 |
| 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 | $3,486,000 | 75 |
| Number of Managed Accounts | $3,322,000 | 52 |
| Number of Non-Managed Accounts | $164,000 | 167 |
| Total fiduciary and related assets | $1,577,924,000 | 123 |
| Managed Assets ($) | $1,529,261,000 | 90 |
| Non-managed Assets ($) | $48,663,000 | 256 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,071,000 | 80 |
| 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 | $3,520,000 | 74 |
| Number of Managed Accounts | $3,338,000 | 51 |
| Number of Non-Managed Accounts | $182,000 | 167 |
| Total fiduciary and related assets | $1,762,953,000 | 121 |
| Managed Assets ($) | $1,699,623,000 | 89 |
| Non-managed Assets ($) | $63,330,000 | 247 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,773,000 | 81 |
| 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 | $3,547,000 | 74 |
| Number of Managed Accounts | $3,364,000 | 48 |
| Number of Non-Managed Accounts | $183,000 | 167 |
| Total fiduciary and related assets | $1,731,639,000 | 121 |
| Managed Assets ($) | $1,691,177,000 | 88 |
| Non-managed Assets ($) | $40,462,000 | 274 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,296,000 | 80 |
| 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 | $3,429,000 | 78 |
| Number of Managed Accounts | $3,246,000 | 49 |
| Number of Non-Managed Accounts | $183,000 | 230 |
| Total fiduciary and related assets | $1,654,521,000 | 123 |
| Managed Assets ($) | $1,615,007,000 | 88 |
| Non-managed Assets ($) | $39,514,000 | 356 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,951,000 | 79 |
| 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 | $3,454,000 | 74 |
| Number of Managed Accounts | $3,277,000 | 48 |
| Number of Non-Managed Accounts | $177,000 | 167 |
| Total fiduciary and related assets | $1,589,438,000 | 120 |
| Managed Assets ($) | $1,553,311,000 | 88 |
| Non-managed Assets ($) | $36,127,000 | 282 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,520,000 | 80 |
| 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 | $3,478,000 | 74 |
| Number of Managed Accounts | $3,298,000 | 48 |
| Number of Non-Managed Accounts | $180,000 | 166 |
| Total fiduciary and related assets | $1,482,596,000 | 118 |
| Managed Assets ($) | $1,448,817,000 | 86 |
| Non-managed Assets ($) | $33,779,000 | 282 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,478,000 | 80 |
| 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 | $3,468,000 | 75 |
| Number of Managed Accounts | $3,261,000 | 49 |
| Number of Non-Managed Accounts | $207,000 | 155 |
| Total fiduciary and related assets | $1,587,748,000 | 120 |
| Managed Assets ($) | $1,551,082,000 | 85 |
| Non-managed Assets ($) | $36,666,000 | 281 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,111,000 | 82 |
| 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 | $3,459,000 | 82 |
| Number of Managed Accounts | $3,279,000 | 52 |
| Number of Non-Managed Accounts | $180,000 | 233 |
| Total fiduciary and related assets | $1,542,259,000 | 121 |
| Managed Assets ($) | $1,506,422,000 | 87 |
| Non-managed Assets ($) | $35,837,000 | 376 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,247,000 | 82 |
| 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 | $3,430,000 | 78 |
| Number of Managed Accounts | $3,244,000 | 51 |
| Number of Non-Managed Accounts | $186,000 | 164 |
| Total fiduciary and related assets | $1,525,166,000 | 122 |
| Managed Assets ($) | $1,489,443,000 | 87 |
| Non-managed Assets ($) | $35,723,000 | 270 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,954,000 | 83 |
| 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 | $3,420,000 | 82 |
| Number of Managed Accounts | $3,238,000 | 56 |
| Number of Non-Managed Accounts | $182,000 | 166 |
| Total fiduciary and related assets | $1,435,710,000 | 123 |
| Managed Assets ($) | $1,402,317,000 | 90 |
| Non-managed Assets ($) | $33,393,000 | 277 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,921,000 | 84 |
| 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 | $3,266,000 | 80 |
| Number of Managed Accounts | $3,077,000 | 57 |
| Number of Non-Managed Accounts | $189,000 | 162 |
| Total fiduciary and related assets | $1,323,801,000 | 124 |
| Managed Assets ($) | $1,292,757,000 | 92 |
| Non-managed Assets ($) | $31,044,000 | 277 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,937,000 | 83 |
| 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 | $3,285,000 | 87 |
| Number of Managed Accounts | $3,088,000 | 58 |
| Number of Non-Managed Accounts | $197,000 | 234 |
| Total fiduciary and related assets | $1,398,845,000 | 128 |
| Managed Assets ($) | $1,358,403,000 | 92 |
| Non-managed Assets ($) | $40,442,000 | 348 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,343,000 | 83 |
| 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 | $3,332,000 | 83 |
| Number of Managed Accounts | $3,128,000 | 58 |
| Number of Non-Managed Accounts | $204,000 | 167 |
| Total fiduciary and related assets | $1,571,562,000 | 125 |
| Managed Assets ($) | $1,516,077,000 | 92 |
| Non-managed Assets ($) | $55,485,000 | 268 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,395,000 | 85 |
| 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 | $3,316,000 | 85 |
| Number of Managed Accounts | $3,118,000 | 58 |
| Number of Non-Managed Accounts | $198,000 | 174 |
| Total fiduciary and related assets | $1,662,052,000 | 123 |
| Managed Assets ($) | $1,611,622,000 | 94 |
| Non-managed Assets ($) | $50,430,000 | 285 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,086,000 | 85 |
| 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 | $3,308,000 | 85 |
| Number of Managed Accounts | $3,111,000 | 60 |
| Number of Non-Managed Accounts | $197,000 | 174 |
| Total fiduciary and related assets | $1,711,005,000 | 127 |
| Managed Assets ($) | $1,659,923,000 | 96 |
| Non-managed Assets ($) | $51,082,000 | 284 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,596,000 | 87 |
| 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 | $3,327,000 | 86 |
| Number of Managed Accounts | $3,123,000 | 59 |
| Number of Non-Managed Accounts | $204,000 | 235 |
| Total fiduciary and related assets | $1,765,056,000 | 128 |
| Managed Assets ($) | $1,712,390,000 | 96 |
| Non-managed Assets ($) | $52,666,000 | 347 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,276,000 | 84 |
| 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 | $3,315,000 | 80 |
| Number of Managed Accounts | $3,109,000 | 57 |
| Number of Non-Managed Accounts | $206,000 | 161 |
| Total fiduciary and related assets | $1,776,257,000 | 128 |
| Managed Assets ($) | $1,714,967,000 | 97 |
| Non-managed Assets ($) | $61,290,000 | 262 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,590,000 | 83 |
| 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 | $3,338,000 | 79 |
| Number of Managed Accounts | $3,131,000 | 57 |
| Number of Non-Managed Accounts | $207,000 | 164 |
| Total fiduciary and related assets | $1,711,677,000 | 135 |
| Managed Assets ($) | $1,654,319,000 | 100 |
| Non-managed Assets ($) | $57,358,000 | 270 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,079,000 | 85 |
| 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 | $3,333,000 | 78 |
| Number of Managed Accounts | $3,122,000 | 55 |
| Number of Non-Managed Accounts | $211,000 | 164 |
| Total fiduciary and related assets | $1,671,247,000 | 137 |
| Managed Assets ($) | $1,612,869,000 | 100 |
| Non-managed Assets ($) | $58,378,000 | 271 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,508,000 | 85 |
| 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 | $3,316,000 | 82 |
| Number of Managed Accounts | $3,099,000 | 53 |
| Number of Non-Managed Accounts | $217,000 | 227 |
| Total fiduciary and related assets | $1,633,096,000 | 136 |
| Managed Assets ($) | $1,567,022,000 | 98 |
| Non-managed Assets ($) | $66,074,000 | 307 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,647,000 | 88 |
| 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 | $3,202,000 | 87 |
| Number of Managed Accounts | $3,001,000 | 61 |
| Number of Non-Managed Accounts | $201,000 | 179 |
| Total fiduciary and related assets | $1,475,223,000 | 144 |
| Managed Assets ($) | $1,411,692,000 | 104 |
| Non-managed Assets ($) | $63,531,000 | 266 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,370,000 | 95 |
| 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 | $3,226,000 | 91 |
| Number of Managed Accounts | $3,022,000 | 64 |
| Number of Non-Managed Accounts | $204,000 | 187 |
| Total fiduciary and related assets | $1,425,370,000 | 153 |
| Managed Assets ($) | $1,362,294,000 | 109 |
| Non-managed Assets ($) | $63,076,000 | 273 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,264,000 | 99 |
| 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 | $3,237,000 | 91 |
| Number of Managed Accounts | $3,027,000 | 65 |
| Number of Non-Managed Accounts | $210,000 | 186 |
| Total fiduciary and related assets | $1,422,736,000 | 153 |
| Managed Assets ($) | $1,358,597,000 | 109 |
| Non-managed Assets ($) | $64,139,000 | 274 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,174,000 | 96 |
| 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 | $3,271,000 | 95 |
| Number of Managed Accounts | $3,055,000 | 67 |
| Number of Non-Managed Accounts | $216,000 | 241 |
| Total fiduciary and related assets | $1,433,221,000 | 152 |
| Managed Assets ($) | $1,372,482,000 | 107 |
| Non-managed Assets ($) | $60,739,000 | 317 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,391,000 | 95 |
| 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 | $3,625,000 | 85 |
| Number of Managed Accounts | $3,402,000 | 59 |
| Number of Non-Managed Accounts | $223,000 | 173 |
| Total fiduciary and related assets | $1,629,844,000 | 138 |
| Managed Assets ($) | $1,564,983,000 | 99 |
| Non-managed Assets ($) | $64,861,000 | 260 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,355,000 | 94 |
| 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 | $3,262,000 | 90 |
| Number of Managed Accounts | $3,043,000 | 65 |
| Number of Non-Managed Accounts | $219,000 | 173 |
| Total fiduciary and related assets | $1,424,780,000 | 145 |
| Managed Assets ($) | $1,351,023,000 | 105 |
| Non-managed Assets ($) | $73,757,000 | 254 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,260,000 | 94 |
| 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 | $2,905,000 | 96 |
| Number of Managed Accounts | $2,682,000 | 71 |
| Number of Non-Managed Accounts | $223,000 | 174 |
| Total fiduciary and related assets | $1,218,223,000 | 166 |
| Managed Assets ($) | $1,154,312,000 | 116 |
| Non-managed Assets ($) | $63,911,000 | 265 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,635,000 | 104 |
| 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 | $2,894,000 | 106 |
| Number of Managed Accounts | $2,664,000 | 75 |
| Number of Non-Managed Accounts | $230,000 | 237 |
| Total fiduciary and related assets | $1,200,287,000 | 167 |
| Managed Assets ($) | $1,137,247,000 | 116 |
| Non-managed Assets ($) | $63,040,000 | 312 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,866,000 | 106 |
| 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 | $2,907,000 | 96 |
| Number of Managed Accounts | $2,676,000 | 71 |
| Number of Non-Managed Accounts | $231,000 | 173 |
| Total fiduciary and related assets | $1,136,644,000 | 167 |
| Managed Assets ($) | $1,080,911,000 | 118 |
| Non-managed Assets ($) | $55,733,000 | 276 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,299,000 | 107 |
| 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 | $2,930,000 | 96 |
| Number of Managed Accounts | $2,689,000 | 70 |
| Number of Non-Managed Accounts | $241,000 | 175 |
| Total fiduciary and related assets | $1,157,560,000 | 165 |
| Managed Assets ($) | $1,102,797,000 | 115 |
| Non-managed Assets ($) | $54,763,000 | 283 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,881,000 | 110 |
| 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 | $2,920,000 | 97 |
| Number of Managed Accounts | $2,663,000 | 72 |
| Number of Non-Managed Accounts | $257,000 | 166 |
| Total fiduciary and related assets | $1,163,037,000 | 164 |
| Managed Assets ($) | $1,106,260,000 | 117 |
| Non-managed Assets ($) | $56,777,000 | 285 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,425,000 | 109 |
| 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 | $3,142,000 | 101 |
| Number of Managed Accounts | $2,697,000 | 77 |
| Number of Non-Managed Accounts | $445,000 | 163 |
| Total fiduciary and related assets | $1,488,177,000 | 151 |
| Managed Assets ($) | $1,116,505,000 | 120 |
| Non-managed Assets ($) | $371,672,000 | 158 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,850,000 | 110 |
| 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 | $3,184,000 | 97 |
| Number of Managed Accounts | $2,680,000 | 74 |
| Number of Non-Managed Accounts | $504,000 | 138 |
| Total fiduciary and related assets | $1,594,857,000 | 148 |
| Managed Assets ($) | $1,065,054,000 | 123 |
| Non-managed Assets ($) | $529,803,000 | 150 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,546,000 | 113 |
| 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 | $3,363,000 | 92 |
| Number of Managed Accounts | $2,674,000 | 75 |
| Number of Non-Managed Accounts | $689,000 | 112 |
| Total fiduciary and related assets | $1,611,052,000 | 153 |
| Managed Assets ($) | $1,076,707,000 | 124 |
| Non-managed Assets ($) | $534,345,000 | 146 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,045,000 | 114 |
| 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 | $3,403,000 | 95 |
| Number of Managed Accounts | $2,683,000 | 79 |
| Number of Non-Managed Accounts | $720,000 | 110 |
| Total fiduciary and related assets | $1,550,717,000 | 150 |
| Managed Assets ($) | $1,002,943,000 | 125 |
| Non-managed Assets ($) | $547,774,000 | 149 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,417,000 | 117 |
| 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 | $3,427,000 | 99 |
| Number of Managed Accounts | $2,655,000 | 83 |
| Number of Non-Managed Accounts | $772,000 | 117 |
| Total fiduciary and related assets | $1,614,692,000 | 150 |
| Managed Assets ($) | $989,079,000 | 128 |
| Non-managed Assets ($) | $625,613,000 | 142 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,093,000 | 115 |
| 2001-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 2 |
| 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 | $1,639,000 | 323 |
| 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 | $1,295,000 | 402 |
| 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 | $574,000 | 593 |
| 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 | $0 | 1,450 |
| 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 | $53,000 | 1,224 |
| 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 | $742,000 | 616 |
| 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 | $767,000 | 596 |
| 1993-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,630 |
| 1992-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $581,000 | 714 |