Home > Enterprise Bank & Trust > Fiduciary and Related Services
Enterprise Bank & Trust, Fiduciary and Related Services
| 2023-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 4 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,615,000 | 165 |
| Number of Managed Accounts | $1,613,000 | 131 |
| Number of Non-Managed Accounts | $2,000 | 743 |
| Total fiduciary and related assets | $2,155,774,000 | 173 |
| Managed Assets ($) | $2,154,473,000 | 131 |
| Non-managed Assets ($) | $1,301,000 | 675 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,061,000 | 189 |
| 2023-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 5 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,678,000 | 154 |
| Number of Managed Accounts | $1,675,000 | 124 |
| Number of Non-Managed Accounts | $3,000 | 352 |
| Total fiduciary and related assets | $2,279,931,000 | 164 |
| Managed Assets ($) | $2,278,517,000 | 125 |
| Non-managed Assets ($) | $1,414,000 | 352 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,890,000 | 182 |
| 2023-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 3 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,857,000 | 145 |
| Number of Managed Accounts | $1,811,000 | 116 |
| Number of Non-Managed Accounts | $46,000 | 293 |
| Total fiduciary and related assets | $2,153,122,000 | 167 |
| Managed Assets ($) | $2,143,525,000 | 125 |
| Non-managed Assets ($) | $9,597,000 | 385 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,486,000 | 182 |
| 2023-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,969,000 | 149 |
| Number of Managed Accounts | $1,917,000 | 119 |
| Number of Non-Managed Accounts | $52,000 | 259 |
| Total fiduciary and related assets | $2,110,270,000 | 177 |
| Managed Assets ($) | $2,100,303,000 | 133 |
| Non-managed Assets ($) | $9,967,000 | 331 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,270,000 | 183 |
| 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 | $2,025,000 | 144 |
| Number of Managed Accounts | $1,960,000 | 115 |
| Number of Non-Managed Accounts | $65,000 | 334 |
| Total fiduciary and related assets | $2,059,186,000 | 175 |
| Managed Assets ($) | $2,021,775,000 | 134 |
| Non-managed Assets ($) | $37,411,000 | 391 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,154,000 | 189 |
| 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 | $2,031,000 | 140 |
| Number of Managed Accounts | $1,954,000 | 113 |
| Number of Non-Managed Accounts | $77,000 | 221 |
| Total fiduciary and related assets | $1,849,412,000 | 180 |
| Managed Assets ($) | $1,820,334,000 | 137 |
| Non-managed Assets ($) | $29,078,000 | 311 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,929,000 | 189 |
| 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 | $2,034,000 | 126 |
| Number of Managed Accounts | $1,955,000 | 105 |
| Number of Non-Managed Accounts | $79,000 | 211 |
| Total fiduciary and related assets | $1,916,682,000 | 146 |
| Managed Assets ($) | $1,892,295,000 | 114 |
| Non-managed Assets ($) | $24,387,000 | 330 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,713,000 | 160 |
| 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 | $2,006,000 | 128 |
| Number of Managed Accounts | $1,942,000 | 106 |
| Number of Non-Managed Accounts | $64,000 | 215 |
| Total fiduciary and related assets | $2,102,251,000 | 148 |
| Managed Assets ($) | $2,091,369,000 | 114 |
| Non-managed Assets ($) | $10,882,000 | 304 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,415,000 | 157 |
| 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 | $2,130,000 | 120 |
| Number of Managed Accounts | $2,082,000 | 101 |
| Number of Non-Managed Accounts | $48,000 | 387 |
| Total fiduciary and related assets | $2,249,556,000 | 148 |
| Managed Assets ($) | $2,235,113,000 | 111 |
| Non-managed Assets ($) | $14,443,000 | 486 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,475,000 | 161 |
| 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 | $2,173,000 | 119 |
| Number of Managed Accounts | $2,073,000 | 104 |
| Number of Non-Managed Accounts | $100,000 | 182 |
| Total fiduciary and related assets | $2,210,812,000 | 146 |
| Managed Assets ($) | $2,165,907,000 | 115 |
| Non-managed Assets ($) | $44,905,000 | 257 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,022,000 | 160 |
| 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 | $2,137,000 | 119 |
| Number of Managed Accounts | $2,065,000 | 103 |
| Number of Non-Managed Accounts | $72,000 | 226 |
| Total fiduciary and related assets | $2,187,927,000 | 147 |
| Managed Assets ($) | $2,129,643,000 | 115 |
| Non-managed Assets ($) | $58,284,000 | 284 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,633,000 | 160 |
| 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 | $2,375,000 | 108 |
| Number of Managed Accounts | $2,224,000 | 98 |
| Number of Non-Managed Accounts | $151,000 | 151 |
| Total fiduciary and related assets | $2,070,320,000 | 150 |
| Managed Assets ($) | $1,985,914,000 | 119 |
| Non-managed Assets ($) | $84,406,000 | 230 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,297,000 | 161 |
| 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 | $2,265,000 | 119 |
| Number of Managed Accounts | $2,102,000 | 103 |
| Number of Non-Managed Accounts | $163,000 | 182 |
| Total fiduciary and related assets | $1,985,856,000 | 152 |
| Managed Assets ($) | $1,899,462,000 | 122 |
| Non-managed Assets ($) | $86,394,000 | 273 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,588,000 | 160 |
| 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 | $2,288,000 | 112 |
| Number of Managed Accounts | $2,155,000 | 101 |
| Number of Non-Managed Accounts | $133,000 | 165 |
| Total fiduciary and related assets | $1,828,063,000 | 150 |
| Managed Assets ($) | $1,743,365,000 | 121 |
| Non-managed Assets ($) | $84,698,000 | 223 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,310,000 | 160 |
| 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 | $2,386,000 | 108 |
| Number of Managed Accounts | $2,255,000 | 97 |
| Number of Non-Managed Accounts | $131,000 | 175 |
| Total fiduciary and related assets | $1,783,455,000 | 149 |
| Managed Assets ($) | $1,698,808,000 | 119 |
| Non-managed Assets ($) | $84,647,000 | 247 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,166,000 | 159 |
| 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 | $2,451,000 | 107 |
| Number of Managed Accounts | $2,313,000 | 95 |
| Number of Non-Managed Accounts | $138,000 | 169 |
| Total fiduciary and related assets | $1,614,685,000 | 146 |
| Managed Assets ($) | $1,530,180,000 | 121 |
| Non-managed Assets ($) | $84,505,000 | 218 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,163,000 | 158 |
| 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 | $2,464,000 | 113 |
| Number of Managed Accounts | $2,331,000 | 97 |
| Number of Non-Managed Accounts | $133,000 | 225 |
| Total fiduciary and related assets | $1,865,122,000 | 145 |
| Managed Assets ($) | $1,771,795,000 | 118 |
| Non-managed Assets ($) | $93,327,000 | 253 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,595,000 | 157 |
| 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 | $2,465,000 | 109 |
| Number of Managed Accounts | $2,342,000 | 94 |
| Number of Non-Managed Accounts | $123,000 | 174 |
| Total fiduciary and related assets | $1,757,462,000 | 150 |
| Managed Assets ($) | $1,667,198,000 | 122 |
| Non-managed Assets ($) | $90,264,000 | 228 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,328,000 | 156 |
| 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 | $2,462,000 | 109 |
| Number of Managed Accounts | $2,332,000 | 92 |
| Number of Non-Managed Accounts | $130,000 | 173 |
| Total fiduciary and related assets | $1,801,113,000 | 146 |
| Managed Assets ($) | $1,710,009,000 | 121 |
| Non-managed Assets ($) | $91,104,000 | 245 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,001,000 | 163 |
| 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 | $2,433,000 | 109 |
| Number of Managed Accounts | $2,294,000 | 93 |
| Number of Non-Managed Accounts | $139,000 | 173 |
| Total fiduciary and related assets | $1,760,735,000 | 149 |
| Managed Assets ($) | $1,668,261,000 | 122 |
| Non-managed Assets ($) | $92,474,000 | 246 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,696,000 | 178 |
| 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 | $922,000 | 236 |
| Number of Managed Accounts | $905,000 | 198 |
| Number of Non-Managed Accounts | $17,000 | 597 |
| Total fiduciary and related assets | $1,200,029,000 | 179 |
| Managed Assets ($) | $1,191,409,000 | 141 |
| Non-managed Assets ($) | $8,620,000 | 566 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,132,000 | 171 |
| 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 | $856,000 | 234 |
| Number of Managed Accounts | $843,000 | 206 |
| Number of Non-Managed Accounts | $13,000 | 342 |
| Total fiduciary and related assets | $1,264,864,000 | 179 |
| Managed Assets ($) | $1,254,879,000 | 143 |
| Non-managed Assets ($) | $9,985,000 | 347 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,423,000 | 171 |
| 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 | $924,000 | 232 |
| Number of Managed Accounts | $911,000 | 196 |
| Number of Non-Managed Accounts | $13,000 | 343 |
| Total fiduciary and related assets | $1,426,544,000 | 165 |
| Managed Assets ($) | $1,416,913,000 | 128 |
| Non-managed Assets ($) | $9,631,000 | 349 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,676,000 | 170 |
| 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 | $929,000 | 234 |
| Number of Managed Accounts | $915,000 | 196 |
| Number of Non-Managed Accounts | $14,000 | 341 |
| Total fiduciary and related assets | $1,408,129,000 | 165 |
| Managed Assets ($) | $1,398,966,000 | 127 |
| Non-managed Assets ($) | $9,163,000 | 354 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,855,000 | 171 |
| 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 | $928,000 | 244 |
| Number of Managed Accounts | $914,000 | 198 |
| Number of Non-Managed Accounts | $14,000 | 648 |
| Total fiduciary and related assets | $1,421,298,000 | 164 |
| Managed Assets ($) | $1,409,034,000 | 129 |
| Non-managed Assets ($) | $12,264,000 | 532 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,177,000 | 169 |
| 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 | $941,000 | 230 |
| Number of Managed Accounts | $927,000 | 192 |
| Number of Non-Managed Accounts | $14,000 | 331 |
| Total fiduciary and related assets | $1,392,299,000 | 164 |
| Managed Assets ($) | $1,382,874,000 | 126 |
| Non-managed Assets ($) | $9,425,000 | 346 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,310,000 | 170 |
| 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 | $957,000 | 223 |
| Number of Managed Accounts | $942,000 | 184 |
| Number of Non-Managed Accounts | $15,000 | 332 |
| Total fiduciary and related assets | $1,341,564,000 | 163 |
| Managed Assets ($) | $1,332,396,000 | 124 |
| Non-managed Assets ($) | $9,168,000 | 345 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,488,000 | 166 |
| 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 | $945,000 | 223 |
| Number of Managed Accounts | $930,000 | 187 |
| Number of Non-Managed Accounts | $15,000 | 330 |
| Total fiduciary and related assets | $1,290,456,000 | 162 |
| Managed Assets ($) | $1,281,202,000 | 123 |
| Non-managed Assets ($) | $9,254,000 | 352 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,644,000 | 176 |
| 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 | $889,000 | 239 |
| Number of Managed Accounts | $874,000 | 194 |
| Number of Non-Managed Accounts | $15,000 | 654 |
| Total fiduciary and related assets | $1,089,556,000 | 181 |
| Managed Assets ($) | $1,081,180,000 | 135 |
| Non-managed Assets ($) | $8,376,000 | 596 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,905,000 | 177 |
| 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 | $889,000 | 230 |
| Number of Managed Accounts | $873,000 | 193 |
| Number of Non-Managed Accounts | $16,000 | 336 |
| Total fiduciary and related assets | $989,666,000 | 191 |
| Managed Assets ($) | $981,406,000 | 144 |
| Non-managed Assets ($) | $8,260,000 | 354 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,383,000 | 180 |
| 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 | $901,000 | 225 |
| Number of Managed Accounts | $886,000 | 190 |
| Number of Non-Managed Accounts | $15,000 | 341 |
| Total fiduciary and related assets | $955,269,000 | 195 |
| Managed Assets ($) | $947,236,000 | 149 |
| Non-managed Assets ($) | $8,033,000 | 361 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,903,000 | 182 |
| 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 | $907,000 | 225 |
| Number of Managed Accounts | $890,000 | 190 |
| Number of Non-Managed Accounts | $17,000 | 336 |
| Total fiduciary and related assets | $934,359,000 | 194 |
| Managed Assets ($) | $926,672,000 | 151 |
| Non-managed Assets ($) | $7,687,000 | 360 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,461,000 | 181 |
| 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 | $931,000 | 230 |
| Number of Managed Accounts | $914,000 | 182 |
| Number of Non-Managed Accounts | $17,000 | 664 |
| Total fiduciary and related assets | $890,181,000 | 201 |
| Managed Assets ($) | $882,451,000 | 155 |
| Non-managed Assets ($) | $7,730,000 | 622 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,006,000 | 177 |
| 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 | $927,000 | 224 |
| Number of Managed Accounts | $911,000 | 183 |
| Number of Non-Managed Accounts | $16,000 | 337 |
| Total fiduciary and related assets | $865,592,000 | 201 |
| Managed Assets ($) | $858,134,000 | 154 |
| Non-managed Assets ($) | $7,458,000 | 358 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,552,000 | 178 |
| 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 | $944,000 | 221 |
| Number of Managed Accounts | $926,000 | 181 |
| Number of Non-Managed Accounts | $18,000 | 337 |
| Total fiduciary and related assets | $907,089,000 | 201 |
| Managed Assets ($) | $899,258,000 | 158 |
| Non-managed Assets ($) | $7,831,000 | 365 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,018,000 | 180 |
| 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 | $969,000 | 215 |
| Number of Managed Accounts | $945,000 | 172 |
| Number of Non-Managed Accounts | $24,000 | 325 |
| Total fiduciary and related assets | $911,939,000 | 201 |
| Managed Assets ($) | $904,136,000 | 158 |
| Non-managed Assets ($) | $7,803,000 | 360 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,517,000 | 181 |
| 2014-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,003,000 | 215 |
| Number of Managed Accounts | $977,000 | 169 |
| Number of Non-Managed Accounts | $26,000 | 606 |
| Total fiduciary and related assets | $882,763,000 | 200 |
| Managed Assets ($) | $875,136,000 | 157 |
| Non-managed Assets ($) | $7,627,000 | 645 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,937,000 | 174 |
| 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 | $986,000 | 213 |
| Number of Managed Accounts | $963,000 | 171 |
| Number of Non-Managed Accounts | $23,000 | 324 |
| Total fiduciary and related assets | $872,844,000 | 198 |
| Managed Assets ($) | $865,299,000 | 153 |
| Non-managed Assets ($) | $7,545,000 | 359 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,454,000 | 172 |
| 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 | $998,000 | 214 |
| Number of Managed Accounts | $975,000 | 169 |
| Number of Non-Managed Accounts | $23,000 | 321 |
| Total fiduciary and related assets | $907,213,000 | 195 |
| Managed Assets ($) | $898,797,000 | 149 |
| Non-managed Assets ($) | $8,416,000 | 353 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,991,000 | 169 |
| 2014-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,150,000 | 185 |
| Number of Managed Accounts | $1,022,000 | 165 |
| Number of Non-Managed Accounts | $128,000 | 183 |
| Total fiduciary and related assets | $962,166,000 | 181 |
| Managed Assets ($) | $890,362,000 | 146 |
| Non-managed Assets ($) | $71,804,000 | 254 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,530,000 | 167 |
| 2013-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,178,000 | 184 |
| Number of Managed Accounts | $1,028,000 | 166 |
| Number of Non-Managed Accounts | $150,000 | 235 |
| Total fiduciary and related assets | $935,822,000 | 181 |
| Managed Assets ($) | $845,336,000 | 150 |
| Non-managed Assets ($) | $90,486,000 | 249 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,395,000 | 155 |
| 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 | $1,215,000 | 175 |
| Number of Managed Accounts | $1,028,000 | 157 |
| Number of Non-Managed Accounts | $187,000 | 159 |
| Total fiduciary and related assets | $890,250,000 | 179 |
| Managed Assets ($) | $805,435,000 | 149 |
| Non-managed Assets ($) | $84,815,000 | 236 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,858,000 | 150 |
| 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 | $1,281,000 | 167 |
| Number of Managed Accounts | $1,086,000 | 144 |
| Number of Non-Managed Accounts | $195,000 | 159 |
| Total fiduciary and related assets | $930,726,000 | 168 |
| Managed Assets ($) | $833,870,000 | 141 |
| Non-managed Assets ($) | $96,856,000 | 224 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,317,000 | 151 |
| 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 | $1,414,000 | 155 |
| Number of Managed Accounts | $1,184,000 | 135 |
| Number of Non-Managed Accounts | $230,000 | 146 |
| Total fiduciary and related assets | $996,386,000 | 162 |
| Managed Assets ($) | $888,366,000 | 135 |
| Non-managed Assets ($) | $108,020,000 | 220 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,686,000 | 150 |
| 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 | $1,458,000 | 157 |
| Number of Managed Accounts | $1,217,000 | 133 |
| Number of Non-Managed Accounts | $241,000 | 185 |
| Total fiduciary and related assets | $978,082,000 | 159 |
| Managed Assets ($) | $873,276,000 | 133 |
| Non-managed Assets ($) | $104,806,000 | 235 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,698,000 | 147 |
| 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 | $1,393,000 | 155 |
| Number of Managed Accounts | $1,211,000 | 131 |
| Number of Non-Managed Accounts | $182,000 | 157 |
| Total fiduciary and related assets | $947,179,000 | 160 |
| Managed Assets ($) | $854,203,000 | 135 |
| Non-managed Assets ($) | $92,976,000 | 219 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,053,000 | 144 |
| 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 | $1,117,000 | 178 |
| Number of Managed Accounts | $1,111,000 | 137 |
| Number of Non-Managed Accounts | $6,000 | 351 |
| Total fiduciary and related assets | $851,382,000 | 168 |
| Managed Assets ($) | $834,649,000 | 133 |
| Non-managed Assets ($) | $16,733,000 | 315 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,404,000 | 146 |
| 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 | $1,182,000 | 171 |
| Number of Managed Accounts | $1,173,000 | 133 |
| Number of Non-Managed Accounts | $9,000 | 343 |
| Total fiduciary and related assets | $856,094,000 | 168 |
| Managed Assets ($) | $838,832,000 | 132 |
| Non-managed Assets ($) | $17,262,000 | 312 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,592,000 | 149 |
| 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 | $1,204,000 | 175 |
| Number of Managed Accounts | $1,193,000 | 132 |
| Number of Non-Managed Accounts | $11,000 | 843 |
| Total fiduciary and related assets | $829,186,000 | 165 |
| Managed Assets ($) | $812,733,000 | 132 |
| Non-managed Assets ($) | $16,453,000 | 517 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,169,000 | 131 |
| 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 | $1,232,000 | 164 |
| Number of Managed Accounts | $1,222,000 | 129 |
| Number of Non-Managed Accounts | $10,000 | 358 |
| Total fiduciary and related assets | $806,062,000 | 164 |
| Managed Assets ($) | $790,129,000 | 136 |
| Non-managed Assets ($) | $15,933,000 | 323 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,665,000 | 132 |
| 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 | $1,229,000 | 167 |
| Number of Managed Accounts | $1,222,000 | 128 |
| Number of Non-Managed Accounts | $7,000 | 368 |
| Total fiduciary and related assets | $878,637,000 | 164 |
| Managed Assets ($) | $862,359,000 | 133 |
| Non-managed Assets ($) | $16,278,000 | 325 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,016,000 | 135 |
| 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 | $1,279,000 | 159 |
| Number of Managed Accounts | $1,272,000 | 122 |
| Number of Non-Managed Accounts | $7,000 | 372 |
| Total fiduciary and related assets | $891,964,000 | 164 |
| Managed Assets ($) | $875,438,000 | 131 |
| Non-managed Assets ($) | $16,526,000 | 320 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,508,000 | 132 |
| 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 | $1,200,000 | 181 |
| Number of Managed Accounts | $1,191,000 | 131 |
| Number of Non-Managed Accounts | $9,000 | 909 |
| Total fiduciary and related assets | $812,104,000 | 177 |
| Managed Assets ($) | $796,053,000 | 138 |
| Non-managed Assets ($) | $16,051,000 | 525 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,338,000 | 137 |
| 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 | $1,202,000 | 170 |
| Number of Managed Accounts | $1,186,000 | 128 |
| Number of Non-Managed Accounts | $16,000 | 331 |
| Total fiduciary and related assets | $738,228,000 | 185 |
| Managed Assets ($) | $717,387,000 | 146 |
| Non-managed Assets ($) | $20,841,000 | 311 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,891,000 | 138 |
| 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 | $1,226,000 | 166 |
| Number of Managed Accounts | $1,202,000 | 125 |
| Number of Non-Managed Accounts | $24,000 | 313 |
| Total fiduciary and related assets | $734,297,000 | 178 |
| Managed Assets ($) | $714,350,000 | 138 |
| Non-managed Assets ($) | $19,947,000 | 312 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,714,000 | 136 |
| 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 | $1,118,000 | 181 |
| Number of Managed Accounts | $1,109,000 | 133 |
| Number of Non-Managed Accounts | $9,000 | 361 |
| Total fiduciary and related assets | $790,414,000 | 176 |
| Managed Assets ($) | $770,506,000 | 137 |
| Non-managed Assets ($) | $19,908,000 | 316 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,363,000 | 136 |
| 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 | $1,335,000 | 162 |
| Number of Managed Accounts | $1,326,000 | 118 |
| Number of Non-Managed Accounts | $9,000 | 925 |
| Total fiduciary and related assets | $750,754,000 | 181 |
| Managed Assets ($) | $731,685,000 | 140 |
| Non-managed Assets ($) | $19,069,000 | 506 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,938,000 | 145 |
| 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 | $1,444,000 | 142 |
| Number of Managed Accounts | $1,437,000 | 102 |
| Number of Non-Managed Accounts | $7,000 | 356 |
| Total fiduciary and related assets | $725,496,000 | 184 |
| Managed Assets ($) | $707,739,000 | 145 |
| Non-managed Assets ($) | $17,757,000 | 304 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,832,000 | 140 |
| 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 | $1,487,000 | 143 |
| Number of Managed Accounts | $1,481,000 | 100 |
| Number of Non-Managed Accounts | $6,000 | 367 |
| Total fiduciary and related assets | $691,926,000 | 182 |
| Managed Assets ($) | $675,979,000 | 145 |
| Non-managed Assets ($) | $15,947,000 | 308 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,606,000 | 142 |
| 2009-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,318,000 | 155 |
| Number of Managed Accounts | $1,312,000 | 121 |
| Number of Non-Managed Accounts | $6,000 | 364 |
| Total fiduciary and related assets | $681,839,000 | 181 |
| Managed Assets ($) | $667,679,000 | 143 |
| Non-managed Assets ($) | $14,160,000 | 312 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,310,000 | 137 |
| 2008-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,331,000 | 171 |
| Number of Managed Accounts | $1,325,000 | 125 |
| Number of Non-Managed Accounts | $6,000 | 996 |
| Total fiduciary and related assets | $790,647,000 | 175 |
| Managed Assets ($) | $775,112,000 | 133 |
| Non-managed Assets ($) | $15,535,000 | 525 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,341,000 | 132 |
| 2008-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,250,000 | 166 |
| Number of Managed Accounts | $1,244,000 | 126 |
| Number of Non-Managed Accounts | $6,000 | 390 |
| Total fiduciary and related assets | $930,100,000 | 172 |
| Managed Assets ($) | $912,431,000 | 123 |
| Non-managed Assets ($) | $17,669,000 | 332 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,822,000 | 134 |
| 2008-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,262,000 | 169 |
| Number of Managed Accounts | $1,245,000 | 125 |
| Number of Non-Managed Accounts | $17,000 | 351 |
| Total fiduciary and related assets | $986,715,000 | 176 |
| Managed Assets ($) | $966,143,000 | 126 |
| Non-managed Assets ($) | $20,572,000 | 328 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,243,000 | 137 |
| 2008-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,086,000 | 202 |
| Number of Managed Accounts | $1,084,000 | 143 |
| Number of Non-Managed Accounts | $2,000 | 419 |
| Total fiduciary and related assets | $1,046,388,000 | 176 |
| Managed Assets ($) | $1,041,447,000 | 125 |
| Non-managed Assets ($) | $4,941,000 | 386 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,624,000 | 135 |
| 2007-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,004,000 | 223 |
| Number of Managed Accounts | $1,002,000 | 158 |
| Number of Non-Managed Accounts | $2,000 | 1,144 |
| Total fiduciary and related assets | $1,098,111,000 | 172 |
| Managed Assets ($) | $1,093,061,000 | 122 |
| Non-managed Assets ($) | $5,050,000 | 764 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,988,000 | 127 |
| 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 | $885,000 | 235 |
| Number of Managed Accounts | $883,000 | 174 |
| Number of Non-Managed Accounts | $2,000 | 404 |
| Total fiduciary and related assets | $1,106,215,000 | 170 |
| Managed Assets ($) | $1,101,083,000 | 123 |
| Non-managed Assets ($) | $5,132,000 | 371 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,207,000 | 125 |
| 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 | $866,000 | 239 |
| Number of Managed Accounts | $864,000 | 176 |
| Number of Non-Managed Accounts | $2,000 | 409 |
| Total fiduciary and related assets | $1,111,043,000 | 176 |
| Managed Assets ($) | $1,106,001,000 | 127 |
| Non-managed Assets ($) | $5,042,000 | 381 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,461,000 | 133 |
| 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 | $839,000 | 239 |
| Number of Managed Accounts | $837,000 | 180 |
| Number of Non-Managed Accounts | $2,000 | 409 |
| Total fiduciary and related assets | $1,048,045,000 | 179 |
| Managed Assets ($) | $1,043,203,000 | 125 |
| Non-managed Assets ($) | $4,842,000 | 383 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,645,000 | 135 |
| 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 | $836,000 | 260 |
| Number of Managed Accounts | $834,000 | 187 |
| Number of Non-Managed Accounts | $2,000 | 1,176 |
| Total fiduciary and related assets | $1,042,146,000 | 175 |
| Managed Assets ($) | $1,037,421,000 | 124 |
| Non-managed Assets ($) | $4,725,000 | 781 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,350,000 | 132 |
| 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 | $822,000 | 244 |
| Number of Managed Accounts | $820,000 | 191 |
| Number of Non-Managed Accounts | $2,000 | 398 |
| Total fiduciary and related assets | $996,141,000 | 185 |
| Managed Assets ($) | $991,630,000 | 132 |
| Non-managed Assets ($) | $4,511,000 | 373 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,585,000 | 140 |
| 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 | $797,000 | 251 |
| Number of Managed Accounts | $795,000 | 197 |
| Number of Non-Managed Accounts | $2,000 | 402 |
| Total fiduciary and related assets | $983,365,000 | 189 |
| Managed Assets ($) | $979,017,000 | 130 |
| Non-managed Assets ($) | $4,348,000 | 375 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,010,000 | 146 |
| 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 | $752,000 | 264 |
| Number of Managed Accounts | $750,000 | 205 |
| Number of Non-Managed Accounts | $2,000 | 409 |
| Total fiduciary and related assets | $893,617,000 | 201 |
| Managed Assets ($) | $889,170,000 | 143 |
| Non-managed Assets ($) | $4,447,000 | 380 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,419,000 | 151 |
| 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 | $739,000 | 289 |
| Number of Managed Accounts | $737,000 | 214 |
| Number of Non-Managed Accounts | $2,000 | 1,215 |
| Total fiduciary and related assets | $819,607,000 | 209 |
| Managed Assets ($) | $815,377,000 | 156 |
| Non-managed Assets ($) | $4,230,000 | 811 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,484,000 | 151 |
| 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 | $786,000 | 246 |
| Number of Managed Accounts | $784,000 | 192 |
| Number of Non-Managed Accounts | $2,000 | 398 |
| Total fiduciary and related assets | $975,705,000 | 186 |
| Managed Assets ($) | $971,680,000 | 126 |
| Non-managed Assets ($) | $4,025,000 | 374 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,925,000 | 155 |
| 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 | $768,000 | 250 |
| Number of Managed Accounts | $767,000 | 193 |
| Number of Non-Managed Accounts | $1,000 | 423 |
| Total fiduciary and related assets | $925,043,000 | 186 |
| Managed Assets ($) | $920,247,000 | 130 |
| Non-managed Assets ($) | $4,796,000 | 386 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,595,000 | 157 |
| 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 | $767,000 | 251 |
| Number of Managed Accounts | $766,000 | 193 |
| Number of Non-Managed Accounts | $1,000 | 422 |
| Total fiduciary and related assets | $944,354,000 | 185 |
| Managed Assets ($) | $939,605,000 | 130 |
| Non-managed Assets ($) | $4,749,000 | 390 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,279,000 | 159 |
| 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 | $686,000 | 300 |
| Number of Managed Accounts | $685,000 | 219 |
| Number of Non-Managed Accounts | $1,000 | 1,278 |
| Total fiduciary and related assets | $869,900,000 | 193 |
| Managed Assets ($) | $865,148,000 | 136 |
| Non-managed Assets ($) | $4,752,000 | 796 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,682,000 | 160 |
| 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 | $686,000 | 262 |
| Number of Managed Accounts | $683,000 | 208 |
| Number of Non-Managed Accounts | $3,000 | 401 |
| Total fiduciary and related assets | $824,620,000 | 192 |
| Managed Assets ($) | $820,033,000 | 140 |
| Non-managed Assets ($) | $4,587,000 | 383 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,383,000 | 161 |
| 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 | $647,000 | 274 |
| Number of Managed Accounts | $644,000 | 219 |
| Number of Non-Managed Accounts | $3,000 | 408 |
| Total fiduciary and related assets | $791,435,000 | 198 |
| Managed Assets ($) | $786,752,000 | 141 |
| Non-managed Assets ($) | $4,683,000 | 391 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,192,000 | 168 |
| 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 | $624,000 | 280 |
| Number of Managed Accounts | $621,000 | 224 |
| Number of Non-Managed Accounts | $3,000 | 413 |
| Total fiduciary and related assets | $794,395,000 | 197 |
| Managed Assets ($) | $789,139,000 | 146 |
| Non-managed Assets ($) | $5,256,000 | 393 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,031,000 | 173 |
| 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 | $627,000 | 333 |
| Number of Managed Accounts | $624,000 | 242 |
| Number of Non-Managed Accounts | $3,000 | 1,205 |
| Total fiduciary and related assets | $787,263,000 | 205 |
| Managed Assets ($) | $782,630,000 | 148 |
| Non-managed Assets ($) | $4,633,000 | 826 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,423,000 | 188 |
| 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 | $552,000 | 316 |
| Number of Managed Accounts | $550,000 | 256 |
| Number of Non-Managed Accounts | $2,000 | 425 |
| Total fiduciary and related assets | $709,082,000 | 225 |
| Managed Assets ($) | $704,740,000 | 160 |
| Non-managed Assets ($) | $4,342,000 | 404 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,489,000 | 201 |
| 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 | $506,000 | 333 |
| Number of Managed Accounts | $504,000 | 270 |
| Number of Non-Managed Accounts | $2,000 | 432 |
| Total fiduciary and related assets | $695,781,000 | 227 |
| Managed Assets ($) | $691,490,000 | 163 |
| Non-managed Assets ($) | $4,291,000 | 410 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,605,000 | 207 |
| 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 | $473,000 | 347 |
| Number of Managed Accounts | $472,000 | 285 |
| Number of Non-Managed Accounts | $1,000 | 449 |
| Total fiduciary and related assets | $685,675,000 | 229 |
| Managed Assets ($) | $681,818,000 | 162 |
| Non-managed Assets ($) | $3,857,000 | 421 |
| Memoranda | ||
| Gross Fiduciary activities income | $757,000 | 221 |
| 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 | $552,000 | 386 |
| Number of Managed Accounts | $551,000 | 287 |
| Number of Non-Managed Accounts | $1,000 | 1,350 |
| Total fiduciary and related assets | $665,309,000 | 233 |
| Managed Assets ($) | $661,484,000 | 166 |
| Non-managed Assets ($) | $3,825,000 | 865 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,616,000 | 317 |
| 2001-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 2 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $407,000 | 446 |
| Number of Managed Accounts | $396,000 | 340 |
| Number of Non-Managed Accounts | $11,000 | 954 |
| Total fiduciary and related assets | $525,892,000 | 240 |
| Managed Assets ($) | $515,484,000 | 181 |
| Non-managed Assets ($) | $10,408,000 | 617 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,149,000 | 392 |
| 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 | $433,000 | 642 |
| 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 | $138,000 | 936 |
| 1998-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $3,000 | 1,349 |
| 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 | $0 | 1,526 |
| 1995-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,590 |
| 1994-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,599 |
| 1993-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | 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 |