Home > Exchange Bank > Fiduciary and Related Services
Exchange Bank, Fiduciary and Related Services
| 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 | $879,000 | 251 |
| Number of Managed Accounts | $798,000 | 229 |
| Number of Non-Managed Accounts | $81,000 | 211 |
| Total fiduciary and related assets | $1,471,136,000 | 215 |
| Managed Assets ($) | $1,077,947,000 | 217 |
| Non-managed Assets ($) | $393,189,000 | 165 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,612,000 | 207 |
| 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 | $877,000 | 268 |
| Number of Managed Accounts | $795,000 | 247 |
| Number of Non-Managed Accounts | $82,000 | 240 |
| Total fiduciary and related assets | $1,397,436,000 | 219 |
| Managed Assets ($) | $1,019,535,000 | 220 |
| Non-managed Assets ($) | $377,901,000 | 172 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,006,000 | 208 |
| 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 | $869,000 | 254 |
| Number of Managed Accounts | $785,000 | 233 |
| Number of Non-Managed Accounts | $84,000 | 210 |
| Total fiduciary and related assets | $1,373,335,000 | 219 |
| Managed Assets ($) | $989,475,000 | 220 |
| Non-managed Assets ($) | $383,860,000 | 169 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,556,000 | 186 |
| 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 | $871,000 | 271 |
| Number of Managed Accounts | $784,000 | 248 |
| Number of Non-Managed Accounts | $87,000 | 280 |
| Total fiduciary and related assets | $1,322,697,000 | 217 |
| Managed Assets ($) | $938,186,000 | 218 |
| Non-managed Assets ($) | $384,511,000 | 170 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,787,000 | 173 |
| 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 | $903,000 | 239 |
| Number of Managed Accounts | $814,000 | 219 |
| Number of Non-Managed Accounts | $89,000 | 204 |
| Total fiduciary and related assets | $1,258,554,000 | 216 |
| Managed Assets ($) | $903,884,000 | 215 |
| Non-managed Assets ($) | $354,670,000 | 161 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,141,000 | 177 |
| 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 | $909,000 | 255 |
| Number of Managed Accounts | $820,000 | 234 |
| Number of Non-Managed Accounts | $89,000 | 228 |
| Total fiduciary and related assets | $1,305,511,000 | 209 |
| Managed Assets ($) | $944,739,000 | 208 |
| Non-managed Assets ($) | $360,772,000 | 164 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,594,000 | 180 |
| 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 | $913,000 | 249 |
| Number of Managed Accounts | $820,000 | 227 |
| Number of Non-Managed Accounts | $93,000 | 203 |
| Total fiduciary and related assets | $1,256,058,000 | 221 |
| Managed Assets ($) | $897,489,000 | 223 |
| Non-managed Assets ($) | $358,569,000 | 164 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,148,000 | 196 |
| 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 | $904,000 | 263 |
| Number of Managed Accounts | $808,000 | 245 |
| Number of Non-Managed Accounts | $96,000 | 266 |
| Total fiduciary and related assets | $1,257,308,000 | 223 |
| Managed Assets ($) | $907,385,000 | 218 |
| Non-managed Assets ($) | $349,923,000 | 169 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,024,000 | 177 |
| 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 | $904,000 | 251 |
| Number of Managed Accounts | $805,000 | 234 |
| Number of Non-Managed Accounts | $99,000 | 207 |
| Total fiduciary and related assets | $1,130,974,000 | 227 |
| Managed Assets ($) | $799,417,000 | 225 |
| Non-managed Assets ($) | $331,557,000 | 167 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,754,000 | 177 |
| 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 | $908,000 | 232 |
| Number of Managed Accounts | $809,000 | 219 |
| Number of Non-Managed Accounts | $99,000 | 196 |
| Total fiduciary and related assets | $1,227,385,000 | 190 |
| Managed Assets ($) | $842,235,000 | 192 |
| Non-managed Assets ($) | $385,150,000 | 135 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,366,000 | 146 |
| 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 | $904,000 | 225 |
| Number of Managed Accounts | $801,000 | 211 |
| Number of Non-Managed Accounts | $103,000 | 178 |
| Total fiduciary and related assets | $1,379,233,000 | 185 |
| Managed Assets ($) | $952,895,000 | 187 |
| Non-managed Assets ($) | $426,338,000 | 132 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,752,000 | 145 |
| 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 | $903,000 | 241 |
| Number of Managed Accounts | $802,000 | 221 |
| Number of Non-Managed Accounts | $101,000 | 241 |
| Total fiduciary and related assets | $1,431,374,000 | 189 |
| Managed Assets ($) | $989,829,000 | 187 |
| Non-managed Assets ($) | $441,545,000 | 137 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,482,000 | 152 |
| 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 | $920,000 | 227 |
| Number of Managed Accounts | $809,000 | 208 |
| Number of Non-Managed Accounts | $111,000 | 169 |
| Total fiduciary and related assets | $1,395,380,000 | 191 |
| Managed Assets ($) | $968,232,000 | 186 |
| Non-managed Assets ($) | $427,148,000 | 136 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,889,000 | 149 |
| 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 | $914,000 | 237 |
| Number of Managed Accounts | $801,000 | 222 |
| Number of Non-Managed Accounts | $113,000 | 177 |
| Total fiduciary and related assets | $1,390,874,000 | 190 |
| Managed Assets ($) | $959,642,000 | 188 |
| Non-managed Assets ($) | $431,232,000 | 139 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,367,000 | 144 |
| 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 | $924,000 | 225 |
| Number of Managed Accounts | $796,000 | 213 |
| Number of Non-Managed Accounts | $128,000 | 162 |
| Total fiduciary and related assets | $1,349,709,000 | 190 |
| Managed Assets ($) | $923,848,000 | 187 |
| Non-managed Assets ($) | $425,861,000 | 135 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,727,000 | 143 |
| 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 | $908,000 | 241 |
| Number of Managed Accounts | $781,000 | 224 |
| Number of Non-Managed Accounts | $127,000 | 218 |
| Total fiduciary and related assets | $1,309,420,000 | 193 |
| Managed Assets ($) | $887,745,000 | 189 |
| Non-managed Assets ($) | $421,675,000 | 134 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,951,000 | 157 |
| 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 | $928,000 | 224 |
| Number of Managed Accounts | $794,000 | 210 |
| Number of Non-Managed Accounts | $134,000 | 164 |
| Total fiduciary and related assets | $1,201,339,000 | 193 |
| Managed Assets ($) | $806,297,000 | 187 |
| Non-managed Assets ($) | $395,042,000 | 129 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,435,000 | 156 |
| 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 | $921,000 | 235 |
| Number of Managed Accounts | $786,000 | 219 |
| Number of Non-Managed Accounts | $135,000 | 172 |
| Total fiduciary and related assets | $1,159,208,000 | 194 |
| Managed Assets ($) | $783,749,000 | 190 |
| Non-managed Assets ($) | $375,459,000 | 138 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,360,000 | 151 |
| 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 | $930,000 | 223 |
| Number of Managed Accounts | $791,000 | 210 |
| Number of Non-Managed Accounts | $139,000 | 166 |
| Total fiduciary and related assets | $1,061,484,000 | 190 |
| Managed Assets ($) | $724,517,000 | 187 |
| Non-managed Assets ($) | $336,967,000 | 136 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,267,000 | 153 |
| 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 | $918,000 | 240 |
| Number of Managed Accounts | $778,000 | 222 |
| Number of Non-Managed Accounts | $140,000 | 216 |
| Total fiduciary and related assets | $1,212,669,000 | 191 |
| Managed Assets ($) | $812,440,000 | 192 |
| Non-managed Assets ($) | $400,229,000 | 140 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,633,000 | 155 |
| 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 | $922,000 | 223 |
| Number of Managed Accounts | $780,000 | 212 |
| Number of Non-Managed Accounts | $142,000 | 163 |
| Total fiduciary and related assets | $1,165,457,000 | 192 |
| Managed Assets ($) | $790,928,000 | 185 |
| Non-managed Assets ($) | $374,529,000 | 139 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,295,000 | 157 |
| 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 | $947,000 | 224 |
| Number of Managed Accounts | $796,000 | 212 |
| Number of Non-Managed Accounts | $151,000 | 163 |
| Total fiduciary and related assets | $1,171,372,000 | 189 |
| Managed Assets ($) | $791,950,000 | 185 |
| Non-managed Assets ($) | $379,422,000 | 138 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,015,000 | 161 |
| 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 | $883,000 | 236 |
| Number of Managed Accounts | $722,000 | 224 |
| Number of Non-Managed Accounts | $161,000 | 160 |
| Total fiduciary and related assets | $1,054,880,000 | 197 |
| Managed Assets ($) | $703,530,000 | 198 |
| Non-managed Assets ($) | $351,350,000 | 141 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,016,000 | 158 |
| 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 | $824,000 | 251 |
| Number of Managed Accounts | $656,000 | 244 |
| Number of Non-Managed Accounts | $168,000 | 193 |
| Total fiduciary and related assets | $1,056,818,000 | 194 |
| Managed Assets ($) | $604,982,000 | 208 |
| Non-managed Assets ($) | $451,836,000 | 132 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,330,000 | 170 |
| 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 | $844,000 | 236 |
| Number of Managed Accounts | $674,000 | 235 |
| Number of Non-Managed Accounts | $170,000 | 154 |
| Total fiduciary and related assets | $1,147,734,000 | 191 |
| Managed Assets ($) | $657,358,000 | 206 |
| Non-managed Assets ($) | $490,376,000 | 132 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,477,000 | 170 |
| 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 | $842,000 | 239 |
| Number of Managed Accounts | $672,000 | 241 |
| Number of Non-Managed Accounts | $170,000 | 158 |
| Total fiduciary and related assets | $1,106,220,000 | 193 |
| Managed Assets ($) | $636,748,000 | 209 |
| Non-managed Assets ($) | $469,472,000 | 137 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,636,000 | 172 |
| 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 | $832,000 | 243 |
| Number of Managed Accounts | $661,000 | 241 |
| Number of Non-Managed Accounts | $171,000 | 160 |
| Total fiduciary and related assets | $1,093,016,000 | 194 |
| Managed Assets ($) | $630,106,000 | 208 |
| Non-managed Assets ($) | $462,910,000 | 138 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,857,000 | 170 |
| 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 | $835,000 | 255 |
| Number of Managed Accounts | $666,000 | 247 |
| Number of Non-Managed Accounts | $169,000 | 201 |
| Total fiduciary and related assets | $1,094,323,000 | 196 |
| Managed Assets ($) | $640,848,000 | 206 |
| Non-managed Assets ($) | $453,475,000 | 135 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,709,000 | 173 |
| 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 | $837,000 | 241 |
| Number of Managed Accounts | $672,000 | 238 |
| Number of Non-Managed Accounts | $165,000 | 163 |
| Total fiduciary and related assets | $1,042,942,000 | 197 |
| Managed Assets ($) | $623,798,000 | 207 |
| Non-managed Assets ($) | $419,144,000 | 136 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,010,000 | 175 |
| 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 | $833,000 | 243 |
| Number of Managed Accounts | $667,000 | 239 |
| Number of Non-Managed Accounts | $166,000 | 161 |
| Total fiduciary and related assets | $1,012,385,000 | 195 |
| Managed Assets ($) | $605,910,000 | 207 |
| Non-managed Assets ($) | $406,475,000 | 136 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,279,000 | 176 |
| 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 | $839,000 | 242 |
| Number of Managed Accounts | $673,000 | 237 |
| Number of Non-Managed Accounts | $166,000 | 157 |
| Total fiduciary and related assets | $1,005,995,000 | 193 |
| Managed Assets ($) | $598,935,000 | 210 |
| Non-managed Assets ($) | $407,060,000 | 131 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,660,000 | 174 |
| 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 | $829,000 | 250 |
| Number of Managed Accounts | $669,000 | 238 |
| Number of Non-Managed Accounts | $160,000 | 210 |
| Total fiduciary and related assets | $957,194,000 | 196 |
| Managed Assets ($) | $577,961,000 | 212 |
| Non-managed Assets ($) | $379,233,000 | 134 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,377,000 | 171 |
| 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 | $837,000 | 239 |
| Number of Managed Accounts | $670,000 | 231 |
| Number of Non-Managed Accounts | $167,000 | 157 |
| Total fiduciary and related assets | $965,917,000 | 196 |
| Managed Assets ($) | $580,550,000 | 212 |
| Non-managed Assets ($) | $385,367,000 | 133 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,754,000 | 169 |
| 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 | $834,000 | 240 |
| Number of Managed Accounts | $668,000 | 235 |
| Number of Non-Managed Accounts | $166,000 | 162 |
| Total fiduciary and related assets | $970,471,000 | 192 |
| Managed Assets ($) | $581,294,000 | 210 |
| Non-managed Assets ($) | $389,177,000 | 132 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,972,000 | 179 |
| 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 | $822,000 | 241 |
| Number of Managed Accounts | $658,000 | 234 |
| Number of Non-Managed Accounts | $164,000 | 165 |
| Total fiduciary and related assets | $944,586,000 | 192 |
| Managed Assets ($) | $558,032,000 | 213 |
| Non-managed Assets ($) | $386,554,000 | 130 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,460,000 | 182 |
| 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 | $819,000 | 253 |
| Number of Managed Accounts | $658,000 | 240 |
| Number of Non-Managed Accounts | $161,000 | 219 |
| Total fiduciary and related assets | $916,150,000 | 197 |
| Managed Assets ($) | $544,883,000 | 215 |
| Non-managed Assets ($) | $371,267,000 | 128 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,105,000 | 175 |
| 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 | $804,000 | 246 |
| Number of Managed Accounts | $650,000 | 237 |
| Number of Non-Managed Accounts | $154,000 | 170 |
| Total fiduciary and related assets | $884,326,000 | 199 |
| Managed Assets ($) | $525,925,000 | 221 |
| Non-managed Assets ($) | $358,401,000 | 134 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,632,000 | 173 |
| 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 | $814,000 | 247 |
| Number of Managed Accounts | $651,000 | 241 |
| Number of Non-Managed Accounts | $163,000 | 165 |
| Total fiduciary and related assets | $928,743,000 | 199 |
| Managed Assets ($) | $549,395,000 | 219 |
| Non-managed Assets ($) | $379,348,000 | 135 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,146,000 | 175 |
| 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 | $812,000 | 245 |
| Number of Managed Accounts | $645,000 | 240 |
| Number of Non-Managed Accounts | $167,000 | 162 |
| Total fiduciary and related assets | $942,256,000 | 199 |
| Managed Assets ($) | $559,783,000 | 214 |
| Non-managed Assets ($) | $382,473,000 | 137 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,637,000 | 169 |
| 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 | $807,000 | 254 |
| Number of Managed Accounts | $637,000 | 250 |
| Number of Non-Managed Accounts | $170,000 | 215 |
| Total fiduciary and related assets | $929,597,000 | 197 |
| Managed Assets ($) | $557,722,000 | 213 |
| Non-managed Assets ($) | $371,875,000 | 135 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,860,000 | 177 |
| 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 | $828,000 | 241 |
| Number of Managed Accounts | $650,000 | 236 |
| Number of Non-Managed Accounts | $178,000 | 153 |
| Total fiduciary and related assets | $922,492,000 | 194 |
| Managed Assets ($) | $553,136,000 | 207 |
| Non-managed Assets ($) | $369,356,000 | 132 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,419,000 | 174 |
| 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 | $830,000 | 238 |
| Number of Managed Accounts | $650,000 | 239 |
| Number of Non-Managed Accounts | $180,000 | 153 |
| Total fiduciary and related assets | $930,653,000 | 187 |
| Managed Assets ($) | $559,286,000 | 206 |
| Non-managed Assets ($) | $371,367,000 | 132 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,924,000 | 174 |
| 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 | $823,000 | 243 |
| Number of Managed Accounts | $635,000 | 241 |
| Number of Non-Managed Accounts | $188,000 | 157 |
| Total fiduciary and related assets | $899,038,000 | 190 |
| Managed Assets ($) | $531,029,000 | 211 |
| Non-managed Assets ($) | $368,009,000 | 132 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,415,000 | 180 |
| 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 | $836,000 | 250 |
| Number of Managed Accounts | $633,000 | 246 |
| Number of Non-Managed Accounts | $203,000 | 198 |
| Total fiduciary and related assets | $869,204,000 | 192 |
| Managed Assets ($) | $504,304,000 | 217 |
| Non-managed Assets ($) | $364,900,000 | 131 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,153,000 | 180 |
| 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 | $812,000 | 240 |
| Number of Managed Accounts | $611,000 | 240 |
| Number of Non-Managed Accounts | $201,000 | 152 |
| Total fiduciary and related assets | $815,345,000 | 194 |
| Managed Assets ($) | $477,804,000 | 224 |
| Non-managed Assets ($) | $337,541,000 | 135 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,813,000 | 177 |
| 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 | $775,000 | 246 |
| Number of Managed Accounts | $579,000 | 239 |
| Number of Non-Managed Accounts | $196,000 | 158 |
| Total fiduciary and related assets | $800,470,000 | 188 |
| Managed Assets ($) | $467,123,000 | 219 |
| Non-managed Assets ($) | $333,347,000 | 135 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,539,000 | 177 |
| 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 | $779,000 | 249 |
| Number of Managed Accounts | $592,000 | 240 |
| Number of Non-Managed Accounts | $187,000 | 164 |
| Total fiduciary and related assets | $766,840,000 | 191 |
| Managed Assets ($) | $456,674,000 | 219 |
| Non-managed Assets ($) | $310,166,000 | 136 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,228,000 | 181 |
| 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 | $770,000 | 270 |
| Number of Managed Accounts | $583,000 | 252 |
| Number of Non-Managed Accounts | $187,000 | 220 |
| Total fiduciary and related assets | $724,793,000 | 195 |
| Managed Assets ($) | $430,664,000 | 223 |
| Non-managed Assets ($) | $294,129,000 | 138 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,924,000 | 175 |
| 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 | $770,000 | 242 |
| Number of Managed Accounts | $572,000 | 239 |
| Number of Non-Managed Accounts | $198,000 | 151 |
| Total fiduciary and related assets | $715,943,000 | 196 |
| Managed Assets ($) | $423,527,000 | 223 |
| Non-managed Assets ($) | $292,416,000 | 137 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,646,000 | 171 |
| 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 | $757,000 | 244 |
| Number of Managed Accounts | $556,000 | 238 |
| Number of Non-Managed Accounts | $201,000 | 152 |
| Total fiduciary and related assets | $696,536,000 | 191 |
| Managed Assets ($) | $411,354,000 | 218 |
| Non-managed Assets ($) | $285,182,000 | 139 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,416,000 | 173 |
| 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 | $751,000 | 241 |
| Number of Managed Accounts | $545,000 | 239 |
| Number of Non-Managed Accounts | $206,000 | 150 |
| Total fiduciary and related assets | $716,248,000 | 191 |
| Managed Assets ($) | $416,678,000 | 221 |
| Non-managed Assets ($) | $299,570,000 | 134 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,208,000 | 174 |
| 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 | $742,000 | 268 |
| Number of Managed Accounts | $542,000 | 262 |
| Number of Non-Managed Accounts | $200,000 | 207 |
| Total fiduciary and related assets | $679,553,000 | 191 |
| Managed Assets ($) | $398,499,000 | 222 |
| Non-managed Assets ($) | $281,054,000 | 137 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,685,000 | 147 |
| 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 | $753,000 | 244 |
| Number of Managed Accounts | $553,000 | 237 |
| Number of Non-Managed Accounts | $200,000 | 155 |
| Total fiduciary and related assets | $626,705,000 | 198 |
| Managed Assets ($) | $378,507,000 | 222 |
| Non-managed Assets ($) | $248,198,000 | 136 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,576,000 | 147 |
| 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 | $758,000 | 244 |
| Number of Managed Accounts | $553,000 | 237 |
| Number of Non-Managed Accounts | $205,000 | 154 |
| Total fiduciary and related assets | $684,801,000 | 194 |
| Managed Assets ($) | $415,951,000 | 219 |
| Non-managed Assets ($) | $268,850,000 | 138 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,368,000 | 149 |
| 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 | $768,000 | 245 |
| Number of Managed Accounts | $558,000 | 237 |
| Number of Non-Managed Accounts | $210,000 | 154 |
| Total fiduciary and related assets | $675,488,000 | 200 |
| Managed Assets ($) | $419,460,000 | 217 |
| Non-managed Assets ($) | $256,028,000 | 146 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,150,000 | 153 |
| 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 | $758,000 | 269 |
| Number of Managed Accounts | $541,000 | 262 |
| Number of Non-Managed Accounts | $217,000 | 205 |
| Total fiduciary and related assets | $695,701,000 | 195 |
| Managed Assets ($) | $410,756,000 | 216 |
| Non-managed Assets ($) | $284,945,000 | 141 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,781,000 | 148 |
| 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 | $749,000 | 245 |
| Number of Managed Accounts | $527,000 | 240 |
| Number of Non-Managed Accounts | $222,000 | 154 |
| Total fiduciary and related assets | $726,188,000 | 186 |
| Managed Assets ($) | $396,894,000 | 211 |
| Non-managed Assets ($) | $329,294,000 | 126 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,654,000 | 145 |
| 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 | $749,000 | 246 |
| Number of Managed Accounts | $614,000 | 221 |
| Number of Non-Managed Accounts | $135,000 | 188 |
| Total fiduciary and related assets | $723,795,000 | 179 |
| Managed Assets ($) | $412,161,000 | 195 |
| Non-managed Assets ($) | $311,634,000 | 122 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,338,000 | 147 |
| 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 | $684,000 | 266 |
| Number of Managed Accounts | $574,000 | 230 |
| Number of Non-Managed Accounts | $110,000 | 206 |
| Total fiduciary and related assets | $724,942,000 | 184 |
| Managed Assets ($) | $433,232,000 | 194 |
| Non-managed Assets ($) | $291,710,000 | 133 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,108,000 | 154 |
| 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 | $695,000 | 299 |
| Number of Managed Accounts | $640,000 | 234 |
| Number of Non-Managed Accounts | $55,000 | 508 |
| Total fiduciary and related assets | $731,153,000 | 186 |
| Managed Assets ($) | $509,908,000 | 178 |
| Non-managed Assets ($) | $221,245,000 | 155 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,170,000 | 158 |
| 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 | $583,000 | 282 |
| Number of Managed Accounts | $570,000 | 234 |
| Number of Non-Managed Accounts | $13,000 | 338 |
| Total fiduciary and related assets | $687,102,000 | 193 |
| Managed Assets ($) | $525,642,000 | 176 |
| Non-managed Assets ($) | $161,460,000 | 171 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,038,000 | 159 |
| 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 | $646,000 | 273 |
| Number of Managed Accounts | $577,000 | 233 |
| Number of Non-Managed Accounts | $69,000 | 240 |
| Total fiduciary and related assets | $636,721,000 | 197 |
| Managed Assets ($) | $484,258,000 | 178 |
| Non-managed Assets ($) | $152,463,000 | 169 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,993,000 | 161 |
| 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 | $672,000 | 267 |
| Number of Managed Accounts | $606,000 | 227 |
| Number of Non-Managed Accounts | $66,000 | 242 |
| Total fiduciary and related assets | $615,882,000 | 194 |
| Managed Assets ($) | $470,856,000 | 174 |
| Non-managed Assets ($) | $145,026,000 | 170 |
| Memoranda | ||
| Gross Fiduciary activities income | $985,000 | 163 |
| 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 | $682,000 | 304 |
| Number of Managed Accounts | $613,000 | 245 |
| Number of Non-Managed Accounts | $69,000 | 457 |
| Total fiduciary and related assets | $653,862,000 | 192 |
| Managed Assets ($) | $501,670,000 | 172 |
| Non-managed Assets ($) | $152,192,000 | 179 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,677,000 | 159 |
| 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 | $632,000 | 278 |
| Number of Managed Accounts | $620,000 | 223 |
| Number of Non-Managed Accounts | $12,000 | 366 |
| Total fiduciary and related assets | $691,978,000 | 198 |
| Managed Assets ($) | $558,866,000 | 167 |
| Non-managed Assets ($) | $133,112,000 | 200 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,662,000 | 160 |
| 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 | $621,000 | 288 |
| Number of Managed Accounts | $608,000 | 228 |
| Number of Non-Managed Accounts | $13,000 | 363 |
| Total fiduciary and related assets | $726,993,000 | 202 |
| Managed Assets ($) | $586,537,000 | 170 |
| Non-managed Assets ($) | $140,456,000 | 204 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,478,000 | 161 |
| 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 | $826,000 | 251 |
| Number of Managed Accounts | $611,000 | 228 |
| Number of Non-Managed Accounts | $215,000 | 168 |
| Total fiduciary and related assets | $736,855,000 | 207 |
| Managed Assets ($) | $595,215,000 | 173 |
| Non-managed Assets ($) | $141,640,000 | 204 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,281,000 | 154 |
| 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 | $626,000 | 320 |
| Number of Managed Accounts | $613,000 | 236 |
| Number of Non-Managed Accounts | $13,000 | 869 |
| Total fiduciary and related assets | $773,044,000 | 207 |
| Managed Assets ($) | $627,285,000 | 168 |
| Non-managed Assets ($) | $145,759,000 | 209 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,308,000 | 153 |
| 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 | $620,000 | 277 |
| Number of Managed Accounts | $607,000 | 223 |
| Number of Non-Managed Accounts | $13,000 | 359 |
| Total fiduciary and related assets | $780,677,000 | 206 |
| Managed Assets ($) | $633,409,000 | 170 |
| Non-managed Assets ($) | $147,268,000 | 199 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,025,000 | 148 |
| 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 | $616,000 | 284 |
| Number of Managed Accounts | $602,000 | 229 |
| Number of Non-Managed Accounts | $14,000 | 363 |
| Total fiduciary and related assets | $762,871,000 | 214 |
| Managed Assets ($) | $620,736,000 | 179 |
| Non-managed Assets ($) | $142,135,000 | 208 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,725,000 | 155 |
| 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 | $643,000 | 279 |
| Number of Managed Accounts | $629,000 | 224 |
| Number of Non-Managed Accounts | $14,000 | 362 |
| Total fiduciary and related assets | $763,550,000 | 210 |
| Managed Assets ($) | $622,726,000 | 174 |
| Non-managed Assets ($) | $140,824,000 | 207 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,263,000 | 155 |
| 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 | $759,000 | 277 |
| Number of Managed Accounts | $745,000 | 206 |
| Number of Non-Managed Accounts | $14,000 | 870 |
| Total fiduciary and related assets | $764,705,000 | 210 |
| Managed Assets ($) | $624,441,000 | 175 |
| Non-managed Assets ($) | $140,264,000 | 211 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,801,000 | 159 |
| 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 | $760,000 | 256 |
| Number of Managed Accounts | $743,000 | 200 |
| Number of Non-Managed Accounts | $17,000 | 347 |
| Total fiduciary and related assets | $707,346,000 | 220 |
| Managed Assets ($) | $570,005,000 | 187 |
| Non-managed Assets ($) | $137,341,000 | 214 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,458,000 | 167 |
| 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 | $760,000 | 261 |
| Number of Managed Accounts | $741,000 | 206 |
| Number of Non-Managed Accounts | $19,000 | 347 |
| Total fiduciary and related assets | $687,192,000 | 228 |
| Managed Assets ($) | $562,565,000 | 190 |
| Non-managed Assets ($) | $124,627,000 | 230 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,249,000 | 177 |
| 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 | $757,000 | 262 |
| Number of Managed Accounts | $738,000 | 210 |
| Number of Non-Managed Accounts | $19,000 | 348 |
| Total fiduciary and related assets | $645,188,000 | 233 |
| Managed Assets ($) | $513,525,000 | 196 |
| Non-managed Assets ($) | $131,663,000 | 225 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,070,000 | 179 |
| 2005-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $732,000 | 291 |
| Number of Managed Accounts | $713,000 | 222 |
| Number of Non-Managed Accounts | $19,000 | 835 |
| Total fiduciary and related assets | $623,048,000 | 234 |
| Managed Assets ($) | $483,312,000 | 202 |
| Non-managed Assets ($) | $139,736,000 | 229 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,334,000 | 174 |
| 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 | $887,000 | 228 |
| Number of Managed Accounts | $696,000 | 210 |
| Number of Non-Managed Accounts | $191,000 | 187 |
| Total fiduciary and related assets | $594,463,000 | 232 |
| Managed Assets ($) | $457,468,000 | 206 |
| Non-managed Assets ($) | $136,995,000 | 216 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,159,000 | 175 |
| 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 | $707,000 | 266 |
| Number of Managed Accounts | $683,000 | 211 |
| Number of Non-Managed Accounts | $24,000 | 349 |
| Total fiduciary and related assets | $578,901,000 | 233 |
| Managed Assets ($) | $462,350,000 | 203 |
| Non-managed Assets ($) | $116,551,000 | 227 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,157,000 | 172 |
| 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 | $699,000 | 267 |
| Number of Managed Accounts | $675,000 | 215 |
| Number of Non-Managed Accounts | $24,000 | 349 |
| Total fiduciary and related assets | $561,021,000 | 241 |
| Managed Assets ($) | $453,629,000 | 207 |
| Non-managed Assets ($) | $107,392,000 | 232 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,060,000 | 177 |
| 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 | $701,000 | 293 |
| Number of Managed Accounts | $675,000 | 224 |
| Number of Non-Managed Accounts | $26,000 | 763 |
| Total fiduciary and related assets | $558,123,000 | 242 |
| Managed Assets ($) | $448,389,000 | 202 |
| Non-managed Assets ($) | $109,734,000 | 249 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,765,000 | 180 |
| 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 | $693,000 | 259 |
| Number of Managed Accounts | $667,000 | 213 |
| Number of Non-Managed Accounts | $26,000 | 338 |
| Total fiduciary and related assets | $521,082,000 | 242 |
| Managed Assets ($) | $414,666,000 | 208 |
| Non-managed Assets ($) | $106,416,000 | 234 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,835,000 | 176 |
| 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 | $695,000 | 262 |
| Number of Managed Accounts | $670,000 | 210 |
| Number of Non-Managed Accounts | $25,000 | 353 |
| Total fiduciary and related assets | $504,666,000 | 247 |
| Managed Assets ($) | $396,813,000 | 213 |
| Non-managed Assets ($) | $107,853,000 | 234 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,812,000 | 186 |
| 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 | $698,000 | 262 |
| Number of Managed Accounts | $673,000 | 207 |
| Number of Non-Managed Accounts | $25,000 | 358 |
| Total fiduciary and related assets | $498,094,000 | 249 |
| Managed Assets ($) | $392,455,000 | 220 |
| Non-managed Assets ($) | $105,639,000 | 236 |
| Memoranda | ||
| Gross Fiduciary activities income | $827,000 | 191 |
| 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 | $671,000 | 315 |
| Number of Managed Accounts | $646,000 | 233 |
| Number of Non-Managed Accounts | $25,000 | 805 |
| Total fiduciary and related assets | $469,439,000 | 263 |
| Managed Assets ($) | $366,075,000 | 234 |
| Non-managed Assets ($) | $103,364,000 | 254 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,022,000 | 204 |
| 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 | $649,000 | 286 |
| Number of Managed Accounts | $621,000 | 228 |
| Number of Non-Managed Accounts | $28,000 | 354 |
| Total fiduciary and related assets | $434,436,000 | 275 |
| Managed Assets ($) | $335,659,000 | 243 |
| Non-managed Assets ($) | $98,777,000 | 249 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,199,000 | 216 |
| 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 | $650,000 | 291 |
| Number of Managed Accounts | $621,000 | 229 |
| Number of Non-Managed Accounts | $29,000 | 358 |
| Total fiduciary and related assets | $423,488,000 | 280 |
| Managed Assets ($) | $326,400,000 | 246 |
| Non-managed Assets ($) | $97,088,000 | 254 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,437,000 | 225 |
| 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 | $702,000 | 286 |
| Number of Managed Accounts | $636,000 | 236 |
| Number of Non-Managed Accounts | $66,000 | 313 |
| Total fiduciary and related assets | $412,257,000 | 285 |
| Managed Assets ($) | $320,754,000 | 249 |
| Non-managed Assets ($) | $91,503,000 | 258 |
| Memoranda | ||
| Gross Fiduciary activities income | $650,000 | 240 |
| 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 | $875,000 | 279 |
| Number of Managed Accounts | $625,000 | 258 |
| Number of Non-Managed Accounts | $250,000 | 254 |
| Total fiduciary and related assets | $418,089,000 | 287 |
| Managed Assets ($) | $326,031,000 | 249 |
| Non-managed Assets ($) | $92,058,000 | 271 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,033,000 | 223 |
| 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 | $1,557,000 | 152 |
| Number of Managed Accounts | $1,327,000 | 129 |
| Number of Non-Managed Accounts | $230,000 | 265 |
| Total fiduciary and related assets | $429,104,000 | 271 |
| Managed Assets ($) | $329,434,000 | 246 |
| Non-managed Assets ($) | $99,670,000 | 245 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,909,000 | 231 |
| 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 | $2,922,000 | 231 |
| 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 | $2,715,000 | 271 |
| 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 | $2,258,000 | 295 |
| 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 | $2,060,000 | 320 |
| 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 | $1,685,000 | 390 |
| 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 | $1,586,000 | 425 |
| 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 | $1,534,000 | 426 |
| 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 | $1,503,000 | 445 |
| 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 | $1,370,000 | 468 |