Home > Extraco Banks > Fiduciary and Related Services
Extraco Banks, 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 | $832,000 | 256 |
| Number of Managed Accounts | $767,000 | 234 |
| Number of Non-Managed Accounts | $65,000 | 236 |
| Total fiduciary and related assets | $895,267,000 | 270 |
| Managed Assets ($) | $697,400,000 | 265 |
| Non-managed Assets ($) | $197,867,000 | 221 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,452,000 | 290 |
| 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 | $823,000 | 281 |
| Number of Managed Accounts | $762,000 | 255 |
| Number of Non-Managed Accounts | $61,000 | 343 |
| Total fiduciary and related assets | $914,482,000 | 273 |
| Managed Assets ($) | $714,741,000 | 270 |
| Non-managed Assets ($) | $199,741,000 | 233 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,292,000 | 288 |
| 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 | $819,000 | 259 |
| Number of Managed Accounts | $760,000 | 238 |
| Number of Non-Managed Accounts | $59,000 | 245 |
| Total fiduciary and related assets | $919,258,000 | 270 |
| Managed Assets ($) | $722,192,000 | 263 |
| Non-managed Assets ($) | $197,066,000 | 214 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,951,000 | 289 |
| 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 | $822,000 | 276 |
| Number of Managed Accounts | $763,000 | 253 |
| Number of Non-Managed Accounts | $59,000 | 270 |
| Total fiduciary and related assets | $882,596,000 | 274 |
| Managed Assets ($) | $688,915,000 | 269 |
| Non-managed Assets ($) | $193,681,000 | 223 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,663,000 | 286 |
| 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 | $830,000 | 257 |
| Number of Managed Accounts | $767,000 | 236 |
| Number of Non-Managed Accounts | $63,000 | 237 |
| Total fiduciary and related assets | $858,811,000 | 269 |
| Managed Assets ($) | $668,992,000 | 263 |
| Non-managed Assets ($) | $189,819,000 | 211 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,383,000 | 260 |
| 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 | $825,000 | 278 |
| Number of Managed Accounts | $761,000 | 252 |
| Number of Non-Managed Accounts | $64,000 | 333 |
| Total fiduciary and related assets | $836,213,000 | 272 |
| Managed Assets ($) | $646,787,000 | 263 |
| Non-managed Assets ($) | $189,426,000 | 221 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,626,000 | 270 |
| 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 | $817,000 | 251 |
| Number of Managed Accounts | $751,000 | 230 |
| Number of Non-Managed Accounts | $66,000 | 230 |
| Total fiduciary and related assets | $779,914,000 | 264 |
| Managed Assets ($) | $600,864,000 | 258 |
| Non-managed Assets ($) | $179,050,000 | 204 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,492,000 | 269 |
| 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 | $816,000 | 268 |
| Number of Managed Accounts | $739,000 | 246 |
| Number of Non-Managed Accounts | $77,000 | 237 |
| Total fiduciary and related assets | $787,236,000 | 269 |
| Managed Assets ($) | $604,964,000 | 269 |
| Non-managed Assets ($) | $182,272,000 | 213 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,288,000 | 267 |
| 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 | $808,000 | 257 |
| Number of Managed Accounts | $742,000 | 235 |
| Number of Non-Managed Accounts | $66,000 | 235 |
| Total fiduciary and related assets | $756,741,000 | 270 |
| Managed Assets ($) | $580,610,000 | 268 |
| Non-managed Assets ($) | $176,131,000 | 209 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,138,000 | 278 |
| 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 | $787,000 | 285 |
| Number of Managed Accounts | $731,000 | 259 |
| Number of Non-Managed Accounts | $56,000 | 375 |
| Total fiduciary and related assets | $686,050,000 | 296 |
| Managed Assets ($) | $537,666,000 | 290 |
| Non-managed Assets ($) | $148,384,000 | 238 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,366,000 | 287 |
| 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 | $781,000 | 265 |
| Number of Managed Accounts | $730,000 | 243 |
| Number of Non-Managed Accounts | $51,000 | 261 |
| Total fiduciary and related assets | $643,061,000 | 288 |
| Managed Assets ($) | $518,401,000 | 276 |
| Non-managed Assets ($) | $124,660,000 | 228 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,376,000 | 280 |
| 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 | $790,000 | 248 |
| Number of Managed Accounts | $741,000 | 226 |
| Number of Non-Managed Accounts | $49,000 | 266 |
| Total fiduciary and related assets | $657,923,000 | 261 |
| Managed Assets ($) | $533,373,000 | 252 |
| Non-managed Assets ($) | $124,550,000 | 216 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,369,000 | 244 |
| 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 | $789,000 | 234 |
| Number of Managed Accounts | $739,000 | 220 |
| Number of Non-Managed Accounts | $50,000 | 235 |
| Total fiduciary and related assets | $720,197,000 | 250 |
| Managed Assets ($) | $591,405,000 | 241 |
| Non-managed Assets ($) | $128,792,000 | 201 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,264,000 | 235 |
| 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 | $778,000 | 258 |
| Number of Managed Accounts | $729,000 | 235 |
| Number of Non-Managed Accounts | $49,000 | 380 |
| Total fiduciary and related assets | $745,541,000 | 259 |
| Managed Assets ($) | $607,991,000 | 255 |
| Non-managed Assets ($) | $137,550,000 | 228 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,300,000 | 252 |
| 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 | $754,000 | 242 |
| Number of Managed Accounts | $710,000 | 228 |
| Number of Non-Managed Accounts | $44,000 | 248 |
| Total fiduciary and related assets | $709,025,000 | 248 |
| Managed Assets ($) | $573,432,000 | 243 |
| Non-managed Assets ($) | $135,593,000 | 205 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,176,000 | 253 |
| 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 | $751,000 | 255 |
| Number of Managed Accounts | $710,000 | 241 |
| Number of Non-Managed Accounts | $41,000 | 283 |
| Total fiduciary and related assets | $698,335,000 | 261 |
| Managed Assets ($) | $568,268,000 | 254 |
| Non-managed Assets ($) | $130,067,000 | 228 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,117,000 | 250 |
| 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 | $749,000 | 242 |
| Number of Managed Accounts | $710,000 | 227 |
| Number of Non-Managed Accounts | $39,000 | 254 |
| Total fiduciary and related assets | $666,504,000 | 252 |
| Managed Assets ($) | $545,647,000 | 246 |
| Non-managed Assets ($) | $120,857,000 | 207 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,050,000 | 255 |
| 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 | $729,000 | 267 |
| Number of Managed Accounts | $692,000 | 240 |
| Number of Non-Managed Accounts | $37,000 | 452 |
| Total fiduciary and related assets | $642,244,000 | 262 |
| Managed Assets ($) | $527,804,000 | 259 |
| Non-managed Assets ($) | $114,440,000 | 237 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,695,000 | 257 |
| 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 | $724,000 | 243 |
| Number of Managed Accounts | $689,000 | 227 |
| Number of Non-Managed Accounts | $35,000 | 264 |
| Total fiduciary and related assets | $610,658,000 | 247 |
| Managed Assets ($) | $500,864,000 | 238 |
| Non-managed Assets ($) | $109,794,000 | 207 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,785,000 | 252 |
| 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 | $748,000 | 256 |
| Number of Managed Accounts | $714,000 | 231 |
| Number of Non-Managed Accounts | $34,000 | 295 |
| Total fiduciary and related assets | $604,025,000 | 263 |
| Managed Assets ($) | $498,217,000 | 248 |
| Non-managed Assets ($) | $105,808,000 | 231 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,877,000 | 256 |
| 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 | $749,000 | 238 |
| Number of Managed Accounts | $715,000 | 220 |
| Number of Non-Managed Accounts | $34,000 | 267 |
| Total fiduciary and related assets | $555,131,000 | 249 |
| Managed Assets ($) | $451,182,000 | 234 |
| Non-managed Assets ($) | $103,949,000 | 208 |
| Memoranda | ||
| Gross Fiduciary activities income | $954,000 | 252 |
| 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 | $749,000 | 266 |
| Number of Managed Accounts | $712,000 | 233 |
| Number of Non-Managed Accounts | $37,000 | 469 |
| Total fiduciary and related assets | $610,868,000 | 265 |
| Managed Assets ($) | $503,444,000 | 248 |
| Non-managed Assets ($) | $107,424,000 | 241 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,503,000 | 262 |
| 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 | $778,000 | 239 |
| Number of Managed Accounts | $739,000 | 219 |
| Number of Non-Managed Accounts | $39,000 | 265 |
| Total fiduciary and related assets | $578,128,000 | 256 |
| Managed Assets ($) | $471,661,000 | 241 |
| Non-managed Assets ($) | $106,467,000 | 217 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,621,000 | 262 |
| 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 | $758,000 | 247 |
| Number of Managed Accounts | $719,000 | 226 |
| Number of Non-Managed Accounts | $39,000 | 284 |
| Total fiduciary and related assets | $569,019,000 | 266 |
| Managed Assets ($) | $462,479,000 | 253 |
| Non-managed Assets ($) | $106,540,000 | 233 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,759,000 | 258 |
| 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 | $740,000 | 250 |
| Number of Managed Accounts | $703,000 | 231 |
| Number of Non-Managed Accounts | $37,000 | 288 |
| Total fiduciary and related assets | $560,067,000 | 266 |
| Managed Assets ($) | $460,929,000 | 247 |
| Non-managed Assets ($) | $99,138,000 | 237 |
| Memoranda | ||
| Gross Fiduciary activities income | $865,000 | 258 |
| 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 | $733,000 | 267 |
| Number of Managed Accounts | $697,000 | 232 |
| Number of Non-Managed Accounts | $36,000 | 476 |
| Total fiduciary and related assets | $524,059,000 | 269 |
| Managed Assets ($) | $430,062,000 | 252 |
| Non-managed Assets ($) | $93,997,000 | 249 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,558,000 | 256 |
| 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 | $709,000 | 258 |
| Number of Managed Accounts | $674,000 | 235 |
| Number of Non-Managed Accounts | $35,000 | 293 |
| Total fiduciary and related assets | $564,260,000 | 266 |
| Managed Assets ($) | $463,548,000 | 250 |
| Non-managed Assets ($) | $100,712,000 | 237 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,626,000 | 257 |
| 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 | $707,000 | 262 |
| Number of Managed Accounts | $674,000 | 240 |
| Number of Non-Managed Accounts | $33,000 | 299 |
| Total fiduciary and related assets | $550,906,000 | 268 |
| Managed Assets ($) | $491,766,000 | 241 |
| Non-managed Assets ($) | $59,140,000 | 278 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,755,000 | 257 |
| 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 | $702,000 | 266 |
| Number of Managed Accounts | $671,000 | 239 |
| Number of Non-Managed Accounts | $31,000 | 303 |
| Total fiduciary and related assets | $540,578,000 | 269 |
| Managed Assets ($) | $485,693,000 | 241 |
| Non-managed Assets ($) | $54,885,000 | 283 |
| Memoranda | ||
| Gross Fiduciary activities income | $931,000 | 252 |
| 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 | $694,000 | 288 |
| Number of Managed Accounts | $664,000 | 248 |
| Number of Non-Managed Accounts | $30,000 | 517 |
| Total fiduciary and related assets | $561,333,000 | 264 |
| Managed Assets ($) | $506,244,000 | 232 |
| Non-managed Assets ($) | $55,089,000 | 321 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,384,000 | 256 |
| 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 | $698,000 | 266 |
| Number of Managed Accounts | $666,000 | 240 |
| Number of Non-Managed Accounts | $32,000 | 295 |
| Total fiduciary and related assets | $548,841,000 | 267 |
| Managed Assets ($) | $495,326,000 | 233 |
| Non-managed Assets ($) | $53,515,000 | 273 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,563,000 | 256 |
| 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 | $689,000 | 270 |
| Number of Managed Accounts | $659,000 | 242 |
| Number of Non-Managed Accounts | $30,000 | 300 |
| Total fiduciary and related assets | $541,406,000 | 262 |
| Managed Assets ($) | $485,211,000 | 229 |
| Non-managed Assets ($) | $56,195,000 | 270 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,752,000 | 253 |
| 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 | $692,000 | 271 |
| Number of Managed Accounts | $662,000 | 240 |
| Number of Non-Managed Accounts | $30,000 | 299 |
| Total fiduciary and related assets | $537,565,000 | 262 |
| Managed Assets ($) | $483,372,000 | 234 |
| Non-managed Assets ($) | $54,193,000 | 269 |
| Memoranda | ||
| Gross Fiduciary activities income | $899,000 | 250 |
| 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 | $685,000 | 287 |
| Number of Managed Accounts | $653,000 | 246 |
| Number of Non-Managed Accounts | $32,000 | 518 |
| Total fiduciary and related assets | $502,802,000 | 264 |
| Managed Assets ($) | $450,981,000 | 244 |
| Non-managed Assets ($) | $51,821,000 | 320 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,153,000 | 260 |
| 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 | $689,000 | 268 |
| Number of Managed Accounts | $657,000 | 238 |
| Number of Non-Managed Accounts | $32,000 | 305 |
| Total fiduciary and related assets | $498,491,000 | 264 |
| Managed Assets ($) | $448,188,000 | 244 |
| Non-managed Assets ($) | $50,303,000 | 282 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,327,000 | 262 |
| 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 | $685,000 | 271 |
| Number of Managed Accounts | $652,000 | 240 |
| Number of Non-Managed Accounts | $33,000 | 306 |
| Total fiduciary and related assets | $477,215,000 | 279 |
| Managed Assets ($) | $428,668,000 | 250 |
| Non-managed Assets ($) | $48,547,000 | 283 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,562,000 | 263 |
| 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 | $681,000 | 268 |
| Number of Managed Accounts | $647,000 | 242 |
| Number of Non-Managed Accounts | $34,000 | 301 |
| Total fiduciary and related assets | $463,082,000 | 277 |
| Managed Assets ($) | $416,146,000 | 249 |
| Non-managed Assets ($) | $46,936,000 | 286 |
| Memoranda | ||
| Gross Fiduciary activities income | $762,000 | 264 |
| 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 | $686,000 | 281 |
| Number of Managed Accounts | $657,000 | 241 |
| Number of Non-Managed Accounts | $29,000 | 559 |
| Total fiduciary and related assets | $452,182,000 | 277 |
| Managed Assets ($) | $408,864,000 | 254 |
| Non-managed Assets ($) | $43,318,000 | 341 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,948,000 | 269 |
| 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 | $694,000 | 266 |
| Number of Managed Accounts | $666,000 | 234 |
| Number of Non-Managed Accounts | $28,000 | 308 |
| Total fiduciary and related assets | $391,859,000 | 305 |
| Managed Assets ($) | $349,632,000 | 271 |
| Non-managed Assets ($) | $42,227,000 | 286 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,246,000 | 269 |
| 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 | $695,000 | 267 |
| Number of Managed Accounts | $666,000 | 232 |
| Number of Non-Managed Accounts | $29,000 | 310 |
| Total fiduciary and related assets | $402,671,000 | 306 |
| Managed Assets ($) | $357,752,000 | 276 |
| Non-managed Assets ($) | $44,919,000 | 291 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,530,000 | 269 |
| 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 | $696,000 | 270 |
| Number of Managed Accounts | $666,000 | 233 |
| Number of Non-Managed Accounts | $30,000 | 307 |
| Total fiduciary and related assets | $405,956,000 | 308 |
| Managed Assets ($) | $357,569,000 | 278 |
| Non-managed Assets ($) | $48,387,000 | 289 |
| Memoranda | ||
| Gross Fiduciary activities income | $792,000 | 270 |
| 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 | $718,000 | 281 |
| Number of Managed Accounts | $689,000 | 232 |
| Number of Non-Managed Accounts | $29,000 | 579 |
| Total fiduciary and related assets | $376,788,000 | 320 |
| Managed Assets ($) | $329,096,000 | 295 |
| Non-managed Assets ($) | $47,692,000 | 338 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,682,000 | 286 |
| 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 | $717,000 | 265 |
| Number of Managed Accounts | $688,000 | 225 |
| Number of Non-Managed Accounts | $29,000 | 308 |
| Total fiduciary and related assets | $394,249,000 | 307 |
| Managed Assets ($) | $348,069,000 | 282 |
| Non-managed Assets ($) | $46,180,000 | 287 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,016,000 | 285 |
| 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 | $695,000 | 268 |
| Number of Managed Accounts | $669,000 | 233 |
| Number of Non-Managed Accounts | $26,000 | 314 |
| Total fiduciary and related assets | $398,585,000 | 304 |
| Managed Assets ($) | $356,037,000 | 276 |
| Non-managed Assets ($) | $42,548,000 | 296 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,351,000 | 286 |
| 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 | $682,000 | 274 |
| Number of Managed Accounts | $656,000 | 234 |
| Number of Non-Managed Accounts | $26,000 | 313 |
| Total fiduciary and related assets | $384,926,000 | 309 |
| Managed Assets ($) | $344,053,000 | 283 |
| Non-managed Assets ($) | $40,873,000 | 298 |
| Memoranda | ||
| Gross Fiduciary activities income | $667,000 | 286 |
| 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 | $666,000 | 297 |
| Number of Managed Accounts | $638,000 | 245 |
| Number of Non-Managed Accounts | $28,000 | 598 |
| Total fiduciary and related assets | $380,153,000 | 313 |
| Managed Assets ($) | $337,782,000 | 282 |
| Non-managed Assets ($) | $42,371,000 | 358 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,383,000 | 292 |
| 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 | $674,000 | 267 |
| Number of Managed Accounts | $645,000 | 229 |
| Number of Non-Managed Accounts | $29,000 | 297 |
| Total fiduciary and related assets | $373,290,000 | 306 |
| Managed Assets ($) | $331,521,000 | 276 |
| Non-managed Assets ($) | $41,769,000 | 284 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,760,000 | 294 |
| 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 | $657,000 | 270 |
| Number of Managed Accounts | $627,000 | 230 |
| Number of Non-Managed Accounts | $30,000 | 295 |
| Total fiduciary and related assets | $352,791,000 | 309 |
| Managed Assets ($) | $312,485,000 | 278 |
| Non-managed Assets ($) | $40,306,000 | 286 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,178,000 | 292 |
| 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 | $649,000 | 276 |
| Number of Managed Accounts | $620,000 | 232 |
| Number of Non-Managed Accounts | $29,000 | 300 |
| Total fiduciary and related assets | $356,340,000 | 303 |
| Managed Assets ($) | $316,283,000 | 275 |
| Non-managed Assets ($) | $40,057,000 | 296 |
| Memoranda | ||
| Gross Fiduciary activities income | $602,000 | 284 |
| 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 | $638,000 | 302 |
| Number of Managed Accounts | $612,000 | 245 |
| Number of Non-Managed Accounts | $26,000 | 646 |
| Total fiduciary and related assets | $345,369,000 | 305 |
| Managed Assets ($) | $307,533,000 | 276 |
| Non-managed Assets ($) | $37,836,000 | 379 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,176,000 | 297 |
| 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 | $627,000 | 272 |
| Number of Managed Accounts | $597,000 | 233 |
| Number of Non-Managed Accounts | $30,000 | 289 |
| Total fiduciary and related assets | $336,692,000 | 303 |
| Managed Assets ($) | $298,464,000 | 275 |
| Non-managed Assets ($) | $38,228,000 | 285 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,668,000 | 293 |
| 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 | $636,000 | 266 |
| Number of Managed Accounts | $606,000 | 227 |
| Number of Non-Managed Accounts | $30,000 | 293 |
| Total fiduciary and related assets | $332,680,000 | 301 |
| Managed Assets ($) | $294,842,000 | 266 |
| Non-managed Assets ($) | $37,838,000 | 285 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,160,000 | 285 |
| 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 | $641,000 | 267 |
| Number of Managed Accounts | $611,000 | 222 |
| Number of Non-Managed Accounts | $30,000 | 293 |
| Total fiduciary and related assets | $340,758,000 | 295 |
| Managed Assets ($) | $302,762,000 | 265 |
| Non-managed Assets ($) | $37,996,000 | 282 |
| Memoranda | ||
| Gross Fiduciary activities income | $613,000 | 277 |
| 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 | $644,000 | 301 |
| Number of Managed Accounts | $615,000 | 236 |
| Number of Non-Managed Accounts | $29,000 | 619 |
| Total fiduciary and related assets | $329,758,000 | 303 |
| Managed Assets ($) | $291,932,000 | 267 |
| Non-managed Assets ($) | $37,826,000 | 365 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,063,000 | 263 |
| 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 | $648,000 | 267 |
| Number of Managed Accounts | $616,000 | 221 |
| Number of Non-Managed Accounts | $32,000 | 298 |
| Total fiduciary and related assets | $322,926,000 | 291 |
| Managed Assets ($) | $286,795,000 | 261 |
| Non-managed Assets ($) | $36,131,000 | 280 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,587,000 | 254 |
| 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 | $646,000 | 271 |
| Number of Managed Accounts | $613,000 | 221 |
| Number of Non-Managed Accounts | $33,000 | 299 |
| Total fiduciary and related assets | $339,147,000 | 291 |
| Managed Assets ($) | $301,102,000 | 262 |
| Non-managed Assets ($) | $38,045,000 | 283 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,083,000 | 253 |
| 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 | $642,000 | 273 |
| Number of Managed Accounts | $611,000 | 222 |
| Number of Non-Managed Accounts | $31,000 | 299 |
| Total fiduciary and related assets | $336,845,000 | 293 |
| Managed Assets ($) | $298,410,000 | 264 |
| Non-managed Assets ($) | $38,435,000 | 280 |
| Memoranda | ||
| Gross Fiduciary activities income | $572,000 | 246 |
| 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 | $658,000 | 300 |
| Number of Managed Accounts | $624,000 | 235 |
| Number of Non-Managed Accounts | $34,000 | 610 |
| Total fiduciary and related assets | $327,813,000 | 302 |
| Managed Assets ($) | $290,057,000 | 269 |
| Non-managed Assets ($) | $37,756,000 | 363 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,909,000 | 275 |
| 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 | $659,000 | 267 |
| Number of Managed Accounts | $623,000 | 219 |
| Number of Non-Managed Accounts | $36,000 | 286 |
| Total fiduciary and related assets | $320,161,000 | 293 |
| Managed Assets ($) | $283,639,000 | 263 |
| Non-managed Assets ($) | $36,522,000 | 281 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,445,000 | 266 |
| 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 | $659,000 | 268 |
| Number of Managed Accounts | $620,000 | 219 |
| Number of Non-Managed Accounts | $39,000 | 285 |
| Total fiduciary and related assets | $307,931,000 | 290 |
| Managed Assets ($) | $273,313,000 | 259 |
| Non-managed Assets ($) | $34,618,000 | 279 |
| Memoranda | ||
| Gross Fiduciary activities income | $999,000 | 258 |
| 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 | $652,000 | 270 |
| Number of Managed Accounts | $614,000 | 220 |
| Number of Non-Managed Accounts | $38,000 | 288 |
| Total fiduciary and related assets | $312,598,000 | 299 |
| Managed Assets ($) | $276,902,000 | 268 |
| Non-managed Assets ($) | $35,696,000 | 285 |
| Memoranda | ||
| Gross Fiduciary activities income | $533,000 | 247 |
| 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 | $655,000 | 313 |
| Number of Managed Accounts | $619,000 | 239 |
| Number of Non-Managed Accounts | $36,000 | 604 |
| Total fiduciary and related assets | $304,201,000 | 306 |
| Managed Assets ($) | $269,702,000 | 271 |
| Non-managed Assets ($) | $34,499,000 | 386 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,856,000 | 260 |
| 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 | $675,000 | 263 |
| Number of Managed Accounts | $645,000 | 215 |
| Number of Non-Managed Accounts | $30,000 | 292 |
| Total fiduciary and related assets | $299,761,000 | 302 |
| Managed Assets ($) | $267,246,000 | 266 |
| Non-managed Assets ($) | $32,515,000 | 276 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,381,000 | 260 |
| 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 | $677,000 | 266 |
| Number of Managed Accounts | $647,000 | 217 |
| Number of Non-Managed Accounts | $30,000 | 298 |
| Total fiduciary and related assets | $277,924,000 | 308 |
| Managed Assets ($) | $247,403,000 | 268 |
| Non-managed Assets ($) | $30,521,000 | 283 |
| Memoranda | ||
| Gross Fiduciary activities income | $917,000 | 266 |
| 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 | $646,000 | 272 |
| Number of Managed Accounts | $620,000 | 223 |
| Number of Non-Managed Accounts | $26,000 | 305 |
| Total fiduciary and related assets | $261,979,000 | 310 |
| Managed Assets ($) | $233,265,000 | 273 |
| Non-managed Assets ($) | $28,714,000 | 281 |
| Memoranda | ||
| Gross Fiduciary activities income | $478,000 | 256 |
| 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 | $639,000 | 321 |
| Number of Managed Accounts | $617,000 | 242 |
| Number of Non-Managed Accounts | $22,000 | 742 |
| Total fiduciary and related assets | $262,183,000 | 324 |
| Managed Assets ($) | $232,988,000 | 283 |
| Non-managed Assets ($) | $29,195,000 | 398 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,879,000 | 276 |
| 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 | $640,000 | 275 |
| Number of Managed Accounts | $618,000 | 224 |
| Number of Non-Managed Accounts | $22,000 | 334 |
| Total fiduciary and related assets | $278,133,000 | 319 |
| Managed Assets ($) | $245,400,000 | 286 |
| Non-managed Assets ($) | $32,733,000 | 302 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,438,000 | 278 |
| 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 | $642,000 | 282 |
| Number of Managed Accounts | $620,000 | 226 |
| Number of Non-Managed Accounts | $22,000 | 334 |
| Total fiduciary and related assets | $277,963,000 | 335 |
| Managed Assets ($) | $243,310,000 | 296 |
| Non-managed Assets ($) | $34,653,000 | 305 |
| Memoranda | ||
| Gross Fiduciary activities income | $986,000 | 280 |
| 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 | $650,000 | 281 |
| Number of Managed Accounts | $628,000 | 224 |
| Number of Non-Managed Accounts | $22,000 | 337 |
| Total fiduciary and related assets | $274,841,000 | 341 |
| Managed Assets ($) | $239,978,000 | 310 |
| Non-managed Assets ($) | $34,863,000 | 308 |
| Memoranda | ||
| Gross Fiduciary activities income | $531,000 | 267 |
| 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 | $651,000 | 310 |
| Number of Managed Accounts | $630,000 | 232 |
| Number of Non-Managed Accounts | $21,000 | 760 |
| Total fiduciary and related assets | $282,792,000 | 344 |
| Managed Assets ($) | $246,750,000 | 308 |
| Non-managed Assets ($) | $36,042,000 | 409 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,793,000 | 297 |
| 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 | $656,000 | 268 |
| Number of Managed Accounts | $634,000 | 219 |
| Number of Non-Managed Accounts | $22,000 | 326 |
| Total fiduciary and related assets | $287,959,000 | 335 |
| Managed Assets ($) | $250,854,000 | 299 |
| Non-managed Assets ($) | $37,105,000 | 289 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,328,000 | 295 |
| 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 | $656,000 | 274 |
| Number of Managed Accounts | $629,000 | 225 |
| Number of Non-Managed Accounts | $27,000 | 329 |
| Total fiduciary and related assets | $279,688,000 | 347 |
| Managed Assets ($) | $241,415,000 | 314 |
| Non-managed Assets ($) | $38,273,000 | 299 |
| Memoranda | ||
| Gross Fiduciary activities income | $894,000 | 303 |
| 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 | $657,000 | 276 |
| Number of Managed Accounts | $634,000 | 221 |
| Number of Non-Managed Accounts | $23,000 | 335 |
| Total fiduciary and related assets | $272,502,000 | 351 |
| Managed Assets ($) | $237,522,000 | 316 |
| Non-managed Assets ($) | $34,980,000 | 307 |
| Memoranda | ||
| Gross Fiduciary activities income | $470,000 | 285 |
| 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 | $652,000 | 314 |
| Number of Managed Accounts | $628,000 | 238 |
| Number of Non-Managed Accounts | $24,000 | 751 |
| Total fiduciary and related assets | $262,593,000 | 358 |
| Managed Assets ($) | $227,992,000 | 325 |
| Non-managed Assets ($) | $34,601,000 | 424 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,671,000 | 302 |
| 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 | $656,000 | 282 |
| Number of Managed Accounts | $632,000 | 226 |
| Number of Non-Managed Accounts | $24,000 | 332 |
| Total fiduciary and related assets | $258,310,000 | 351 |
| Managed Assets ($) | $224,906,000 | 307 |
| Non-managed Assets ($) | $33,404,000 | 303 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,294,000 | 299 |
| 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 | $673,000 | 279 |
| Number of Managed Accounts | $649,000 | 224 |
| Number of Non-Managed Accounts | $24,000 | 337 |
| Total fiduciary and related assets | $255,533,000 | 359 |
| Managed Assets ($) | $223,156,000 | 308 |
| Non-managed Assets ($) | $32,377,000 | 311 |
| Memoranda | ||
| Gross Fiduciary activities income | $876,000 | 302 |
| 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 | $671,000 | 280 |
| Number of Managed Accounts | $646,000 | 223 |
| Number of Non-Managed Accounts | $25,000 | 338 |
| Total fiduciary and related assets | $255,399,000 | 359 |
| Managed Assets ($) | $223,318,000 | 308 |
| Non-managed Assets ($) | $32,081,000 | 313 |
| Memoranda | ||
| Gross Fiduciary activities income | $466,000 | 286 |
| 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 | $647,000 | 316 |
| Number of Managed Accounts | $620,000 | 243 |
| Number of Non-Managed Accounts | $27,000 | 746 |
| Total fiduciary and related assets | $250,192,000 | 366 |
| Managed Assets ($) | $217,595,000 | 323 |
| Non-managed Assets ($) | $32,597,000 | 424 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,612,000 | 313 |
| 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 | $0 | 444 |
| Number of Managed Accounts | $0 | 422 |
| Number of Non-Managed Accounts | $0 | 414 |
| Total fiduciary and related assets | $0 | 443 |
| Managed Assets ($) | $0 | 423 |
| Non-managed Assets ($) | $0 | 412 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,255,000 | 297 |
| 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 | $0 | 460 |
| Number of Managed Accounts | $0 | 435 |
| Number of Non-Managed Accounts | $0 | 431 |
| Total fiduciary and related assets | $0 | 458 |
| Managed Assets ($) | $0 | 435 |
| Non-managed Assets ($) | $0 | 429 |
| Memoranda | ||
| Gross Fiduciary activities income | $860,000 | 294 |
| 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 | $0 | 465 |
| Number of Managed Accounts | $0 | 438 |
| Number of Non-Managed Accounts | $0 | 433 |
| Total fiduciary and related assets | $0 | 463 |
| Managed Assets ($) | $0 | 438 |
| Non-managed Assets ($) | $0 | 431 |
| Memoranda | ||
| Gross Fiduciary activities income | $423,000 | 298 |
| 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 | $562,000 | 354 |
| Number of Managed Accounts | $525,000 | 276 |
| Number of Non-Managed Accounts | $37,000 | 674 |
| Total fiduciary and related assets | $239,098,000 | 376 |
| Managed Assets ($) | $208,595,000 | 329 |
| Non-managed Assets ($) | $30,503,000 | 425 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,467,000 | 305 |
| 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 | $0 | 453 |
| Number of Managed Accounts | $0 | 424 |
| Number of Non-Managed Accounts | $0 | 423 |
| Total fiduciary and related assets | $0 | 451 |
| Managed Assets ($) | $0 | 424 |
| Non-managed Assets ($) | $0 | 421 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,148,000 | 302 |
| 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 | $0 | 462 |
| Number of Managed Accounts | $0 | 429 |
| Number of Non-Managed Accounts | $0 | 432 |
| Total fiduciary and related assets | $0 | 459 |
| Managed Assets ($) | $0 | 429 |
| Non-managed Assets ($) | $0 | 429 |
| Memoranda | ||
| Gross Fiduciary activities income | $744,000 | 310 |
| 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 | $0 | 473 |
| Number of Managed Accounts | $0 | 438 |
| Number of Non-Managed Accounts | $0 | 438 |
| Total fiduciary and related assets | $0 | 471 |
| Managed Assets ($) | $0 | 438 |
| Non-managed Assets ($) | $0 | 436 |
| Memoranda | ||
| Gross Fiduciary activities income | $381,000 | 306 |
| 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 | $565,000 | 361 |
| Number of Managed Accounts | $524,000 | 276 |
| Number of Non-Managed Accounts | $41,000 | 663 |
| Total fiduciary and related assets | $226,935,000 | 393 |
| Managed Assets ($) | $193,581,000 | 342 |
| Non-managed Assets ($) | $33,354,000 | 421 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,409,000 | 319 |
| 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 | $0 | 473 |
| Number of Managed Accounts | $0 | 442 |
| Number of Non-Managed Accounts | $0 | 446 |
| Total fiduciary and related assets | $0 | 472 |
| Managed Assets ($) | $0 | 442 |
| Non-managed Assets ($) | $0 | 445 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,039,000 | 330 |
| 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 | $0 | 474 |
| Number of Managed Accounts | $0 | 446 |
| Number of Non-Managed Accounts | $0 | 448 |
| Total fiduciary and related assets | $0 | 473 |
| Managed Assets ($) | $0 | 446 |
| Non-managed Assets ($) | $0 | 447 |
| Memoranda | ||
| Gross Fiduciary activities income | $709,000 | 331 |
| 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 | $0 | 491 |
| Number of Managed Accounts | $0 | 461 |
| Number of Non-Managed Accounts | $0 | 460 |
| Total fiduciary and related assets | $0 | 490 |
| Managed Assets ($) | $0 | 461 |
| Non-managed Assets ($) | $0 | 458 |
| Memoranda | ||
| Gross Fiduciary activities income | $358,000 | 333 |
| 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 | $563,000 | 381 |
| Number of Managed Accounts | $518,000 | 297 |
| Number of Non-Managed Accounts | $45,000 | 657 |
| Total fiduciary and related assets | $204,724,000 | 409 |
| Managed Assets ($) | $172,961,000 | 365 |
| Non-managed Assets ($) | $31,763,000 | 430 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,290,000 | 360 |
| 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 | $558,000 | 354 |
| Number of Managed Accounts | $522,000 | 276 |
| Number of Non-Managed Accounts | $36,000 | 683 |
| Total fiduciary and related assets | $182,016,000 | 412 |
| Managed Assets ($) | $152,016,000 | 368 |
| Non-managed Assets ($) | $30,000,000 | 422 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,327,000 | 365 |
| 2000-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,311,000 | 368 |
| 1999-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,157,000 | 431 |
| 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 | $973,000 | 469 |
| 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 | $783,000 | 538 |
| 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 | $653,000 | 631 |
| 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 | $601,000 | 686 |
| 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 | $585,000 | 692 |
| 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 | $533,000 | 739 |
| 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 | $510,000 | 757 |