Home > Everence Trust Company > Fiduciary and Related Services
Everence Trust Company, Fiduciary and Related Services
| 2025-03-31 | 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 | $8,802,000 | 44 |
| Number of Managed Accounts | $8,538,000 | 29 |
| Number of Non-Managed Accounts | $264,000 | 117 |
| Total fiduciary and related assets | $4,387,115,000 | 127 |
| Managed Assets ($) | $3,384,743,000 | 105 |
| Non-managed Assets ($) | $1,002,372,000 | 127 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,583,000 | 108 |
| 2024-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 6 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $8,536,000 | 43 |
| Number of Managed Accounts | $8,286,000 | 29 |
| Number of Non-Managed Accounts | $250,000 | 147 |
| Total fiduciary and related assets | $4,305,381,000 | 127 |
| Managed Assets ($) | $3,292,023,000 | 108 |
| Non-managed Assets ($) | $1,013,358,000 | 126 |
| Memoranda | ||
| Gross Fiduciary activities income | $27,393,000 | 107 |
| 2024-09-30 | 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 | $8,258,000 | 44 |
| Number of Managed Accounts | $8,019,000 | 30 |
| Number of Non-Managed Accounts | $239,000 | 120 |
| Total fiduciary and related assets | $4,297,547,000 | 128 |
| Managed Assets ($) | $3,320,581,000 | 107 |
| Non-managed Assets ($) | $976,966,000 | 126 |
| Memoranda | ||
| Gross Fiduciary activities income | $19,823,000 | 111 |
| 2024-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 2 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $8,044,000 | 45 |
| Number of Managed Accounts | $7,810,000 | 31 |
| Number of Non-Managed Accounts | $234,000 | 136 |
| Total fiduciary and related assets | $4,032,366,000 | 129 |
| Managed Assets ($) | $3,113,411,000 | 111 |
| Non-managed Assets ($) | $918,955,000 | 131 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,759,000 | 123 |
| 2024-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 7 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $7,793,000 | 45 |
| Number of Managed Accounts | $7,567,000 | 30 |
| Number of Non-Managed Accounts | $226,000 | 129 |
| Total fiduciary and related assets | $3,943,118,000 | 132 |
| Managed Assets ($) | $3,054,145,000 | 112 |
| Non-managed Assets ($) | $888,973,000 | 132 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,457,000 | 108 |
| 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 | $7,576,000 | 47 |
| Number of Managed Accounts | $7,358,000 | 30 |
| Number of Non-Managed Accounts | $218,000 | 155 |
| Total fiduciary and related assets | $3,746,364,000 | 128 |
| Managed Assets ($) | $2,892,095,000 | 108 |
| Non-managed Assets ($) | $854,269,000 | 131 |
| Memoranda | ||
| Gross Fiduciary activities income | $23,702,000 | 106 |
| 2023-09-30 | Rank | |
| Fiduciary powers granted | $0 | 1,485 |
| Fiduciary power exercised | $0 | 1,127 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 375 |
| Number of Managed Accounts | $0 | 366 |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | NA | NA |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $884 | 934 |
| 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 | $7,197,000 | 50 |
| Number of Managed Accounts | $6,992,000 | 33 |
| Number of Non-Managed Accounts | $205,000 | 148 |
| Total fiduciary and related assets | $3,498,071,000 | 129 |
| Managed Assets ($) | $2,699,747,000 | 107 |
| Non-managed Assets ($) | $798,324,000 | 131 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,294,000 | 106 |
| 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 | $7,062,000 | 53 |
| Number of Managed Accounts | $6,869,000 | 35 |
| Number of Non-Managed Accounts | $193,000 | 145 |
| Total fiduciary and related assets | $3,372,375,000 | 138 |
| Managed Assets ($) | $2,603,598,000 | 116 |
| Non-managed Assets ($) | $768,777,000 | 138 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,827,000 | 108 |
| 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 | $6,928,000 | 54 |
| Number of Managed Accounts | $6,737,000 | 37 |
| Number of Non-Managed Accounts | $191,000 | 176 |
| Total fiduciary and related assets | $3,243,458,000 | 143 |
| Managed Assets ($) | $2,490,028,000 | 119 |
| Non-managed Assets ($) | $753,430,000 | 136 |
| Memoranda | ||
| Gross Fiduciary activities income | $22,027,000 | 111 |
| 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 | $6,804,000 | 55 |
| Number of Managed Accounts | $6,615,000 | 39 |
| Number of Non-Managed Accounts | $189,000 | 149 |
| Total fiduciary and related assets | $3,021,879,000 | 143 |
| Managed Assets ($) | $2,314,286,000 | 118 |
| Non-managed Assets ($) | $707,593,000 | 139 |
| Memoranda | ||
| Gross Fiduciary activities income | $16,832,000 | 112 |
| 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 | $6,637,000 | 49 |
| Number of Managed Accounts | $6,453,000 | 36 |
| Number of Non-Managed Accounts | $184,000 | 144 |
| Total fiduciary and related assets | $3,140,180,000 | 118 |
| Managed Assets ($) | $2,395,030,000 | 98 |
| Non-managed Assets ($) | $745,150,000 | 112 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,147,000 | 94 |
| 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 | $6,453,000 | 50 |
| Number of Managed Accounts | $6,274,000 | 36 |
| Number of Non-Managed Accounts | $179,000 | 140 |
| Total fiduciary and related assets | $3,515,740,000 | 115 |
| Managed Assets ($) | $2,675,306,000 | 99 |
| Non-managed Assets ($) | $840,434,000 | 110 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,873,000 | 93 |
| 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 | $6,273,000 | 50 |
| Number of Managed Accounts | $6,104,000 | 38 |
| Number of Non-Managed Accounts | $169,000 | 173 |
| Total fiduciary and related assets | $3,570,669,000 | 116 |
| Managed Assets ($) | $2,681,184,000 | 99 |
| Non-managed Assets ($) | $889,485,000 | 112 |
| Memoranda | ||
| Gross Fiduciary activities income | $20,832,000 | 99 |
| 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 | $5,982,000 | 52 |
| Number of Managed Accounts | $5,818,000 | 39 |
| Number of Non-Managed Accounts | $164,000 | 144 |
| Total fiduciary and related assets | $3,244,096,000 | 118 |
| Managed Assets ($) | $2,393,350,000 | 105 |
| Non-managed Assets ($) | $850,746,000 | 109 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,151,000 | 98 |
| 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 | $5,736,000 | 50 |
| Number of Managed Accounts | $5,547,000 | 42 |
| Number of Non-Managed Accounts | $189,000 | 136 |
| Total fiduciary and related assets | $3,237,864,000 | 118 |
| Managed Assets ($) | $2,343,718,000 | 108 |
| Non-managed Assets ($) | $894,146,000 | 105 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,087,000 | 98 |
| 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 | $5,478,000 | 52 |
| Number of Managed Accounts | $5,296,000 | 43 |
| Number of Non-Managed Accounts | $182,000 | 138 |
| Total fiduciary and related assets | $3,020,148,000 | 121 |
| Managed Assets ($) | $2,202,624,000 | 107 |
| Non-managed Assets ($) | $817,524,000 | 107 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,825,000 | 103 |
| 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 | $5,249,000 | 56 |
| Number of Managed Accounts | $5,075,000 | 46 |
| Number of Non-Managed Accounts | $174,000 | 175 |
| Total fiduciary and related assets | $2,868,957,000 | 123 |
| Managed Assets ($) | $2,093,149,000 | 110 |
| Non-managed Assets ($) | $775,808,000 | 107 |
| Memoranda | ||
| Gross Fiduciary activities income | $17,420,000 | 102 |
| 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 | $5,113,000 | 57 |
| Number of Managed Accounts | $4,940,000 | 48 |
| Number of Non-Managed Accounts | $173,000 | 142 |
| Total fiduciary and related assets | $2,562,886,000 | 124 |
| Managed Assets ($) | $1,849,027,000 | 115 |
| Non-managed Assets ($) | $713,859,000 | 109 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,487,000 | 102 |
| 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 | $4,987,000 | 57 |
| Number of Managed Accounts | $4,814,000 | 49 |
| Number of Non-Managed Accounts | $173,000 | 147 |
| Total fiduciary and related assets | $2,428,109,000 | 127 |
| Managed Assets ($) | $1,749,230,000 | 118 |
| Non-managed Assets ($) | $678,879,000 | 111 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,097,000 | 106 |
| 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 | $4,887,000 | 57 |
| Number of Managed Accounts | $4,742,000 | 50 |
| Number of Non-Managed Accounts | $145,000 | 163 |
| Total fiduciary and related assets | $2,149,549,000 | 130 |
| Managed Assets ($) | $1,556,801,000 | 117 |
| Non-managed Assets ($) | $592,748,000 | 109 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,016,000 | 108 |
| 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 | $4,739,000 | 57 |
| Number of Managed Accounts | $4,603,000 | 49 |
| Number of Non-Managed Accounts | $136,000 | 221 |
| Total fiduciary and related assets | $1,992,256,000 | 141 |
| Managed Assets ($) | $1,303,758,000 | 147 |
| Non-managed Assets ($) | $688,498,000 | 107 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,701,000 | 127 |
| 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 | $4,626,000 | 59 |
| Number of Managed Accounts | $4,513,000 | 51 |
| Number of Non-Managed Accounts | $113,000 | 179 |
| Total fiduciary and related assets | $1,889,385,000 | 141 |
| Managed Assets ($) | $1,234,804,000 | 149 |
| Non-managed Assets ($) | $654,581,000 | 114 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,645,000 | 126 |
| 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 | $4,535,000 | 63 |
| Number of Managed Accounts | $4,419,000 | 50 |
| Number of Non-Managed Accounts | $116,000 | 184 |
| Total fiduciary and related assets | $1,864,182,000 | 142 |
| Managed Assets ($) | $1,212,465,000 | 151 |
| Non-managed Assets ($) | $651,717,000 | 112 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,665,000 | 128 |
| 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 | $4,445,000 | 63 |
| Number of Managed Accounts | $4,310,000 | 51 |
| Number of Non-Managed Accounts | $135,000 | 175 |
| Total fiduciary and related assets | $1,813,625,000 | 145 |
| Managed Assets ($) | $1,174,159,000 | 151 |
| Non-managed Assets ($) | $639,466,000 | 113 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,769,000 | 130 |
| 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 | $4,374,000 | 66 |
| Number of Managed Accounts | $4,247,000 | 52 |
| Number of Non-Managed Accounts | $127,000 | 230 |
| Total fiduciary and related assets | $1,651,145,000 | 148 |
| Managed Assets ($) | $1,070,549,000 | 152 |
| Non-managed Assets ($) | $580,596,000 | 116 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,969,000 | 135 |
| 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 | $4,271,000 | 65 |
| Number of Managed Accounts | $4,143,000 | 52 |
| Number of Non-Managed Accounts | $128,000 | 178 |
| Total fiduciary and related assets | $1,773,767,000 | 145 |
| Managed Assets ($) | $1,138,390,000 | 150 |
| Non-managed Assets ($) | $635,377,000 | 115 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,190,000 | 132 |
| 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 | $4,181,000 | 66 |
| Number of Managed Accounts | $4,053,000 | 52 |
| Number of Non-Managed Accounts | $128,000 | 186 |
| Total fiduciary and related assets | $1,727,178,000 | 147 |
| Managed Assets ($) | $1,108,209,000 | 149 |
| Non-managed Assets ($) | $618,969,000 | 115 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,441,000 | 132 |
| 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 | $4,097,000 | 68 |
| Number of Managed Accounts | $3,969,000 | 52 |
| Number of Non-Managed Accounts | $128,000 | 186 |
| Total fiduciary and related assets | $1,695,918,000 | 149 |
| Managed Assets ($) | $1,088,674,000 | 150 |
| Non-managed Assets ($) | $607,244,000 | 116 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,692,000 | 136 |
| 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 | $3,991,000 | 69 |
| Number of Managed Accounts | $3,871,000 | 54 |
| Number of Non-Managed Accounts | $120,000 | 248 |
| Total fiduciary and related assets | $1,662,441,000 | 152 |
| Managed Assets ($) | $1,070,958,000 | 153 |
| Non-managed Assets ($) | $591,483,000 | 117 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,795,000 | 134 |
| 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 | $3,900,000 | 67 |
| Number of Managed Accounts | $3,783,000 | 55 |
| Number of Non-Managed Accounts | $117,000 | 191 |
| Total fiduciary and related assets | $1,594,584,000 | 155 |
| Managed Assets ($) | $1,031,627,000 | 152 |
| Non-managed Assets ($) | $562,957,000 | 117 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,198,000 | 135 |
| 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 | $3,771,000 | 68 |
| Number of Managed Accounts | $3,661,000 | 55 |
| Number of Non-Managed Accounts | $110,000 | 194 |
| Total fiduciary and related assets | $1,530,241,000 | 151 |
| Managed Assets ($) | $1,006,352,000 | 148 |
| Non-managed Assets ($) | $523,889,000 | 119 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,693,000 | 136 |
| 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 | $3,690,000 | 68 |
| Number of Managed Accounts | $3,583,000 | 54 |
| Number of Non-Managed Accounts | $107,000 | 192 |
| Total fiduciary and related assets | $1,477,341,000 | 151 |
| Managed Assets ($) | $954,574,000 | 151 |
| Non-managed Assets ($) | $522,767,000 | 119 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,320,000 | 135 |
| 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 | $3,694,000 | 70 |
| Number of Managed Accounts | $3,585,000 | 54 |
| Number of Non-Managed Accounts | $109,000 | 257 |
| Total fiduciary and related assets | $1,412,063,000 | 150 |
| Managed Assets ($) | $914,798,000 | 155 |
| Non-managed Assets ($) | $497,265,000 | 120 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,832,000 | 131 |
| 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 | $3,693,000 | 67 |
| Number of Managed Accounts | $3,587,000 | 53 |
| Number of Non-Managed Accounts | $106,000 | 192 |
| Total fiduciary and related assets | $1,408,712,000 | 148 |
| Managed Assets ($) | $914,828,000 | 154 |
| Non-managed Assets ($) | $493,884,000 | 122 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,488,000 | 134 |
| 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 | $3,703,000 | 68 |
| Number of Managed Accounts | $3,598,000 | 54 |
| Number of Non-Managed Accounts | $105,000 | 198 |
| Total fiduciary and related assets | $1,372,048,000 | 151 |
| Managed Assets ($) | $894,367,000 | 157 |
| Non-managed Assets ($) | $477,681,000 | 125 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,281,000 | 136 |
| 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 | $3,699,000 | 69 |
| Number of Managed Accounts | $3,596,000 | 55 |
| Number of Non-Managed Accounts | $103,000 | 198 |
| Total fiduciary and related assets | $1,339,448,000 | 152 |
| Managed Assets ($) | $871,604,000 | 156 |
| Non-managed Assets ($) | $467,844,000 | 122 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,076,000 | 134 |
| 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 | $3,718,000 | 71 |
| Number of Managed Accounts | $3,619,000 | 52 |
| Number of Non-Managed Accounts | $99,000 | 279 |
| Total fiduciary and related assets | $1,306,185,000 | 155 |
| Managed Assets ($) | $845,697,000 | 158 |
| Non-managed Assets ($) | $460,488,000 | 119 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,529,000 | 136 |
| 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 | $3,684,000 | 68 |
| Number of Managed Accounts | $3,588,000 | 51 |
| Number of Non-Managed Accounts | $96,000 | 202 |
| Total fiduciary and related assets | $1,275,350,000 | 155 |
| Managed Assets ($) | $826,749,000 | 157 |
| Non-managed Assets ($) | $448,601,000 | 120 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,336,000 | 141 |
| 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 | $3,652,000 | 70 |
| Number of Managed Accounts | $3,556,000 | 52 |
| Number of Non-Managed Accounts | $96,000 | 202 |
| Total fiduciary and related assets | $1,313,613,000 | 157 |
| Managed Assets ($) | $846,668,000 | 160 |
| Non-managed Assets ($) | $466,945,000 | 125 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,218,000 | 145 |
| 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 | $3,612,000 | 72 |
| Number of Managed Accounts | $3,519,000 | 52 |
| Number of Non-Managed Accounts | $93,000 | 202 |
| Total fiduciary and related assets | $1,317,391,000 | 156 |
| Managed Assets ($) | $846,338,000 | 160 |
| Non-managed Assets ($) | $471,053,000 | 126 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,057,000 | 145 |
| 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 | $3,532,000 | 74 |
| Number of Managed Accounts | $3,448,000 | 52 |
| Number of Non-Managed Accounts | $84,000 | 324 |
| Total fiduciary and related assets | $1,278,804,000 | 159 |
| Managed Assets ($) | $819,666,000 | 161 |
| Non-managed Assets ($) | $459,138,000 | 127 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,846,000 | 149 |
| 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 | $3,476,000 | 74 |
| Number of Managed Accounts | $3,395,000 | 51 |
| Number of Non-Managed Accounts | $81,000 | 219 |
| Total fiduciary and related assets | $1,256,864,000 | 157 |
| Managed Assets ($) | $807,132,000 | 158 |
| Non-managed Assets ($) | $449,732,000 | 124 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,771,000 | 148 |
| 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 | $3,406,000 | 73 |
| Number of Managed Accounts | $3,348,000 | 51 |
| Number of Non-Managed Accounts | $58,000 | 255 |
| Total fiduciary and related assets | $1,263,248,000 | 155 |
| Managed Assets ($) | $811,658,000 | 158 |
| Non-managed Assets ($) | $451,590,000 | 122 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,776,000 | 151 |
| 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 | $3,398,000 | 74 |
| Number of Managed Accounts | $3,344,000 | 52 |
| Number of Non-Managed Accounts | $54,000 | 267 |
| Total fiduciary and related assets | $1,207,122,000 | 159 |
| Managed Assets ($) | $769,090,000 | 160 |
| Non-managed Assets ($) | $438,032,000 | 121 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,825,000 | 151 |
| 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 | $3,214,000 | 81 |
| Number of Managed Accounts | $3,167,000 | 57 |
| Number of Non-Managed Accounts | $47,000 | 480 |
| Total fiduciary and related assets | $1,153,832,000 | 161 |
| Managed Assets ($) | $736,753,000 | 165 |
| Non-managed Assets ($) | $417,079,000 | 122 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,532,000 | 153 |
| 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 | $3,042,000 | 82 |
| Number of Managed Accounts | $3,039,000 | 57 |
| Number of Non-Managed Accounts | $3,000 | 374 |
| Total fiduciary and related assets | $1,103,656,000 | 159 |
| Managed Assets ($) | $1,103,445,000 | 121 |
| Non-managed Assets ($) | $211,000 | 381 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,688,000 | 155 |
| 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 | $2,928,000 | 84 |
| Number of Managed Accounts | $2,925,000 | 57 |
| Number of Non-Managed Accounts | $3,000 | 375 |
| Total fiduciary and related assets | $1,040,590,000 | 158 |
| Managed Assets ($) | $1,040,387,000 | 123 |
| Non-managed Assets ($) | $203,000 | 381 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,052,000 | 156 |
| 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 | $2,701,000 | 87 |
| Number of Managed Accounts | $2,698,000 | 61 |
| Number of Non-Managed Accounts | $3,000 | 377 |
| Total fiduciary and related assets | $1,004,712,000 | 161 |
| Managed Assets ($) | $1,004,518,000 | 125 |
| Non-managed Assets ($) | $194,000 | 384 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,503,000 | 156 |
| 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 | $2,543,000 | 93 |
| Number of Managed Accounts | $2,540,000 | 64 |
| Number of Non-Managed Accounts | $3,000 | 996 |
| Total fiduciary and related assets | $939,488,000 | 167 |
| Managed Assets ($) | $939,312,000 | 126 |
| Non-managed Assets ($) | $176,000 | 1,036 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,316,000 | 163 |
| 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 | $2,347,000 | 95 |
| Number of Managed Accounts | $2,344,000 | 71 |
| Number of Non-Managed Accounts | $3,000 | 360 |
| Total fiduciary and related assets | $915,149,000 | 166 |
| Managed Assets ($) | $914,962,000 | 129 |
| Non-managed Assets ($) | $187,000 | 365 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,855,000 | 167 |
| 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 | $2,213,000 | 98 |
| Number of Managed Accounts | $2,210,000 | 72 |
| Number of Non-Managed Accounts | $3,000 | 364 |
| Total fiduciary and related assets | $1,040,563,000 | 152 |
| Managed Assets ($) | $861,293,000 | 128 |
| Non-managed Assets ($) | $179,270,000 | 174 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,497,000 | 169 |
| 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 | $1,961,000 | 109 |
| Number of Managed Accounts | $1,958,000 | 79 |
| Number of Non-Managed Accounts | $3,000 | 363 |
| Total fiduciary and related assets | $858,683,000 | 167 |
| Managed Assets ($) | $858,506,000 | 130 |
| Non-managed Assets ($) | $177,000 | 367 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,219,000 | 173 |
| 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 | $1,787,000 | 126 |
| Number of Managed Accounts | $1,784,000 | 89 |
| Number of Non-Managed Accounts | $3,000 | 1,011 |
| Total fiduciary and related assets | $789,541,000 | 175 |
| Managed Assets ($) | $789,372,000 | 134 |
| Non-managed Assets ($) | $169,000 | 1,065 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $1,664,000 | 133 |
| Number of Managed Accounts | $1,656,000 | 98 |
| Number of Non-Managed Accounts | $8,000 | 363 |
| Total fiduciary and related assets | $737,194,000 | 178 |
| Managed Assets ($) | $737,048,000 | 138 |
| Non-managed Assets ($) | $146,000 | 381 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $1,582,000 | 141 |
| Number of Managed Accounts | $1,574,000 | 104 |
| Number of Non-Managed Accounts | $8,000 | 364 |
| Total fiduciary and related assets | $790,306,000 | 180 |
| Managed Assets ($) | $789,790,000 | 140 |
| Non-managed Assets ($) | $516,000 | 384 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $1,475,000 | 144 |
| Number of Managed Accounts | $1,467,000 | 108 |
| Number of Non-Managed Accounts | $8,000 | 367 |
| Total fiduciary and related assets | $770,232,000 | 185 |
| Managed Assets ($) | $769,704,000 | 143 |
| Non-managed Assets ($) | $528,000 | 388 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $1,381,000 | 158 |
| Number of Managed Accounts | $1,373,000 | 115 |
| Number of Non-Managed Accounts | $8,000 | 928 |
| Total fiduciary and related assets | $753,924,000 | 185 |
| Managed Assets ($) | $753,444,000 | 144 |
| Non-managed Assets ($) | $480,000 | 1,030 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $1,332,000 | 153 |
| Number of Managed Accounts | $1,323,000 | 118 |
| Number of Non-Managed Accounts | $9,000 | 358 |
| Total fiduciary and related assets | $712,933,000 | 188 |
| Managed Assets ($) | $712,368,000 | 147 |
| Non-managed Assets ($) | $565,000 | 377 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $1,327,000 | 153 |
| Number of Managed Accounts | $1,317,000 | 116 |
| Number of Non-Managed Accounts | $10,000 | 354 |
| Total fiduciary and related assets | $664,806,000 | 186 |
| Managed Assets ($) | $663,555,000 | 146 |
| Non-managed Assets ($) | $1,251,000 | 379 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $1,288,000 | 160 |
| Number of Managed Accounts | $1,278,000 | 119 |
| Number of Non-Managed Accounts | $10,000 | 358 |
| Total fiduciary and related assets | $682,221,000 | 190 |
| Managed Assets ($) | $680,830,000 | 149 |
| Non-managed Assets ($) | $1,391,000 | 383 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $1,186,000 | 185 |
| Number of Managed Accounts | $1,176,000 | 134 |
| Number of Non-Managed Accounts | $10,000 | 903 |
| Total fiduciary and related assets | $644,468,000 | 198 |
| Managed Assets ($) | $643,155,000 | 153 |
| Non-managed Assets ($) | $1,313,000 | 964 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $1,159,000 | 177 |
| Number of Managed Accounts | $1,150,000 | 129 |
| Number of Non-Managed Accounts | $9,000 | 352 |
| Total fiduciary and related assets | $624,980,000 | 202 |
| Managed Assets ($) | $623,739,000 | 157 |
| Non-managed Assets ($) | $1,241,000 | 369 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $1,148,000 | 180 |
| Number of Managed Accounts | $1,139,000 | 139 |
| Number of Non-Managed Accounts | $9,000 | 359 |
| Total fiduciary and related assets | $555,711,000 | 214 |
| Managed Assets ($) | $554,606,000 | 162 |
| Non-managed Assets ($) | $1,105,000 | 376 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $1,110,000 | 186 |
| Number of Managed Accounts | $1,100,000 | 143 |
| Number of Non-Managed Accounts | $10,000 | 351 |
| Total fiduciary and related assets | $506,896,000 | 219 |
| Managed Assets ($) | $504,858,000 | 166 |
| Non-managed Assets ($) | $2,038,000 | 365 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $1,096,000 | 214 |
| Number of Managed Accounts | $1,088,000 | 147 |
| Number of Non-Managed Accounts | $8,000 | 948 |
| Total fiduciary and related assets | $548,300,000 | 214 |
| Managed Assets ($) | $546,702,000 | 160 |
| Non-managed Assets ($) | $1,598,000 | 909 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $1,054,000 | 202 |
| Number of Managed Accounts | $1,045,000 | 149 |
| Number of Non-Managed Accounts | $9,000 | 376 |
| Total fiduciary and related assets | $630,061,000 | 206 |
| Managed Assets ($) | $628,090,000 | 158 |
| Non-managed Assets ($) | $1,971,000 | 394 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $1,026,000 | 212 |
| Number of Managed Accounts | $1,018,000 | 155 |
| Number of Non-Managed Accounts | $8,000 | 386 |
| Total fiduciary and related assets | $661,994,000 | 210 |
| Managed Assets ($) | $660,048,000 | 160 |
| Non-managed Assets ($) | $1,946,000 | 400 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $989,000 | 220 |
| Number of Managed Accounts | $981,000 | 163 |
| Number of Non-Managed Accounts | $8,000 | 393 |
| Total fiduciary and related assets | $676,878,000 | 212 |
| Managed Assets ($) | $674,886,000 | 163 |
| Non-managed Assets ($) | $1,992,000 | 405 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $946,000 | 239 |
| Number of Managed Accounts | $943,000 | 169 |
| Number of Non-Managed Accounts | $3,000 | 1,101 |
| Total fiduciary and related assets | $689,463,000 | 214 |
| Managed Assets ($) | $687,994,000 | 161 |
| Non-managed Assets ($) | $1,469,000 | 965 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $905,000 | 230 |
| Number of Managed Accounts | $902,000 | 167 |
| Number of Non-Managed Accounts | $3,000 | 398 |
| Total fiduciary and related assets | $687,295,000 | 215 |
| Managed Assets ($) | $684,875,000 | 164 |
| Non-managed Assets ($) | $2,420,000 | 388 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $847,000 | 243 |
| Number of Managed Accounts | $844,000 | 183 |
| Number of Non-Managed Accounts | $3,000 | 403 |
| Total fiduciary and related assets | $669,280,000 | 224 |
| Managed Assets ($) | $666,795,000 | 171 |
| Non-managed Assets ($) | $2,485,000 | 396 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $769,000 | 251 |
| Number of Managed Accounts | $766,000 | 196 |
| Number of Non-Managed Accounts | $3,000 | 403 |
| Total fiduciary and related assets | $641,156,000 | 226 |
| Managed Assets ($) | $639,267,000 | 172 |
| Non-managed Assets ($) | $1,889,000 | 401 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $717,000 | 290 |
| Number of Managed Accounts | $712,000 | 216 |
| Number of Non-Managed Accounts | $5,000 | 1,069 |
| Total fiduciary and related assets | $622,978,000 | 228 |
| Managed Assets ($) | $620,588,000 | 176 |
| Non-managed Assets ($) | $2,390,000 | 896 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $679,000 | 276 |
| Number of Managed Accounts | $675,000 | 217 |
| Number of Non-Managed Accounts | $4,000 | 385 |
| Total fiduciary and related assets | $572,278,000 | 242 |
| Managed Assets ($) | $570,066,000 | 186 |
| Non-managed Assets ($) | $2,212,000 | 383 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $649,000 | 284 |
| Number of Managed Accounts | $645,000 | 225 |
| Number of Non-Managed Accounts | $4,000 | 388 |
| Total fiduciary and related assets | $550,512,000 | 252 |
| Managed Assets ($) | $547,580,000 | 192 |
| Non-managed Assets ($) | $2,932,000 | 382 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $596,000 | 296 |
| Number of Managed Accounts | $592,000 | 237 |
| Number of Non-Managed Accounts | $4,000 | 395 |
| Total fiduciary and related assets | $537,166,000 | 250 |
| Managed Assets ($) | $534,219,000 | 190 |
| Non-managed Assets ($) | $2,947,000 | 387 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $563,000 | 349 |
| Number of Managed Accounts | $560,000 | 263 |
| Number of Non-Managed Accounts | $3,000 | 1,165 |
| Total fiduciary and related assets | $511,853,000 | 251 |
| Managed Assets ($) | $509,727,000 | 198 |
| Non-managed Assets ($) | $2,126,000 | 932 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $528,000 | 300 |
| Number of Managed Accounts | $526,000 | 250 |
| Number of Non-Managed Accounts | $2,000 | 398 |
| Total fiduciary and related assets | $482,481,000 | 255 |
| Managed Assets ($) | $481,860,000 | 201 |
| Non-managed Assets ($) | $621,000 | 399 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $494,000 | 316 |
| Number of Managed Accounts | $491,000 | 263 |
| Number of Non-Managed Accounts | $3,000 | 408 |
| Total fiduciary and related assets | $463,861,000 | 256 |
| Managed Assets ($) | $463,282,000 | 202 |
| Non-managed Assets ($) | $579,000 | 414 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $447,000 | 333 |
| Number of Managed Accounts | $444,000 | 282 |
| Number of Non-Managed Accounts | $3,000 | 409 |
| Total fiduciary and related assets | $439,823,000 | 267 |
| Managed Assets ($) | $439,261,000 | 211 |
| Non-managed Assets ($) | $562,000 | 416 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $425,000 | 430 |
| Number of Managed Accounts | $421,000 | 322 |
| Number of Non-Managed Accounts | $4,000 | 1,139 |
| Total fiduciary and related assets | $433,418,000 | 268 |
| Managed Assets ($) | $432,822,000 | 209 |
| Non-managed Assets ($) | $596,000 | 1,120 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $370,000 | 343 |
| Number of Managed Accounts | $367,000 | 290 |
| Number of Non-Managed Accounts | $3,000 | 401 |
| Total fiduciary and related assets | $388,858,000 | 278 |
| Managed Assets ($) | $388,431,000 | 216 |
| Non-managed Assets ($) | $427,000 | 410 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $319,000 | 360 |
| Number of Managed Accounts | $317,000 | 312 |
| Number of Non-Managed Accounts | $2,000 | 412 |
| Total fiduciary and related assets | $378,068,000 | 288 |
| Managed Assets ($) | $377,812,000 | 222 |
| Non-managed Assets ($) | $256,000 | 420 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $307,000 | 365 |
| Number of Managed Accounts | $305,000 | 317 |
| Number of Non-Managed Accounts | $2,000 | 418 |
| Total fiduciary and related assets | $375,922,000 | 287 |
| Managed Assets ($) | $375,666,000 | 225 |
| Non-managed Assets ($) | $256,000 | 427 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $272,000 | 577 |
| Number of Managed Accounts | $271,000 | 437 |
| Number of Non-Managed Accounts | $1,000 | 1,306 |
| Total fiduciary and related assets | $349,503,000 | 307 |
| Managed Assets ($) | $348,290,000 | 237 |
| Non-managed Assets ($) | $1,213,000 | 1,058 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $243,000 | 391 |
| Number of Managed Accounts | $242,000 | 341 |
| Number of Non-Managed Accounts | $1,000 | 434 |
| Total fiduciary and related assets | $307,011,000 | 330 |
| Managed Assets ($) | $305,543,000 | 252 |
| Non-managed Assets ($) | $1,468,000 | 419 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $228,000 | 400 |
| Number of Managed Accounts | $227,000 | 354 |
| Number of Non-Managed Accounts | $1,000 | 440 |
| Total fiduciary and related assets | $291,376,000 | 337 |
| Managed Assets ($) | $289,780,000 | 259 |
| Non-managed Assets ($) | $1,596,000 | 423 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $225,000 | 415 |
| Number of Managed Accounts | $224,000 | 361 |
| Number of Non-Managed Accounts | $1,000 | 449 |
| Total fiduciary and related assets | $268,079,000 | 350 |
| Managed Assets ($) | $266,426,000 | 272 |
| Non-managed Assets ($) | $1,653,000 | 430 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $203,000 | 704 |
| Number of Managed Accounts | $202,000 | 555 |
| Number of Non-Managed Accounts | $1,000 | 1,350 |
| Total fiduciary and related assets | $83,514,000 | 616 |
| Managed Assets ($) | $81,478,000 | 518 |
| Non-managed Assets ($) | $2,036,000 | 971 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2001-12-31 | 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 | 1,869 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1,865 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |