Home > Fieldpoint Private Bank & Trust > Fiduciary and Related Services
Fieldpoint Private Bank & Trust, Fiduciary and Related Services
| 2023-12-31 | Rank | |
| Fiduciary powers granted | $0 | 1,482 |
| Fiduciary power exercised | $0 | 1,128 |
| Fiduciary or related activity | $0 | 1,058 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,035 |
| Number of Managed Accounts | $0 | 982 |
| Number of Non-Managed Accounts | $0 | 825 |
| Total fiduciary and related assets | $0 | 1,034 |
| Managed Assets ($) | $0 | 982 |
| Non-managed Assets ($) | $0 | 820 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 981 |
| 2023-09-30 | Rank | |
| Fiduciary powers granted | $0 | 1,485 |
| Fiduciary power exercised | $0 | 1,127 |
| Fiduciary or related activity | $0 | 1,071 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 375 |
| Number of Managed Accounts | $0 | 366 |
| Number of Non-Managed Accounts | $0 | 365 |
| Total fiduciary and related assets | $0 | 376 |
| Managed Assets ($) | $0 | 366 |
| Non-managed Assets ($) | $0 | 363 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 950 |
| 2023-06-30 | Rank | |
| Fiduciary powers granted | $0 | 1,477 |
| Fiduciary power exercised | $0 | 1,118 |
| Fiduciary or related activity | $0 | 1,073 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 448 |
| Number of Managed Accounts | $0 | 438 |
| Number of Non-Managed Accounts | $0 | 435 |
| Total fiduciary and related assets | $0 | 448 |
| Managed Assets ($) | $0 | 438 |
| Non-managed Assets ($) | $0 | 433 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 931 |
| 2023-03-31 | Rank | |
| Fiduciary powers granted | $0 | 1,519 |
| Fiduciary power exercised | $0 | 1,140 |
| Fiduciary or related activity | $0 | 1,085 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 384 |
| Number of Managed Accounts | $0 | 375 |
| Number of Non-Managed Accounts | $0 | 373 |
| Total fiduciary and related assets | $0 | 384 |
| Managed Assets ($) | $0 | 375 |
| Non-managed Assets ($) | $0 | 373 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 913 |
| 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 | $192,000 | 575 |
| Number of Managed Accounts | $19,000 | 775 |
| Number of Non-Managed Accounts | $173,000 | 192 |
| Total fiduciary and related assets | $47,244,000 | 679 |
| Managed Assets ($) | $1,443,000 | 905 |
| Non-managed Assets ($) | $45,801,000 | 362 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,005 |
| 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 | $1,212,000 | 212 |
| Number of Managed Accounts | $373,000 | 310 |
| Number of Non-Managed Accounts | $839,000 | 68 |
| Total fiduciary and related assets | $1,153,751,000 | 226 |
| Managed Assets ($) | $283,143,000 | 333 |
| Non-managed Assets ($) | $870,608,000 | 130 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 968 |
| 2022-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,236,000 | 83 |
| Number of Managed Accounts | $618,000 | 256 |
| Number of Non-Managed Accounts | $2,618,000 | 33 |
| Total fiduciary and related assets | $1,707,906,000 | 155 |
| Managed Assets ($) | $654,035,000 | 226 |
| Non-managed Assets ($) | $1,053,871,000 | 98 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,311,000 | 99 |
| 2022-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,487,000 | 79 |
| Number of Managed Accounts | $822,000 | 203 |
| Number of Non-Managed Accounts | $2,665,000 | 33 |
| Total fiduciary and related assets | $2,953,644,000 | 125 |
| Managed Assets ($) | $894,937,000 | 193 |
| Non-managed Assets ($) | $2,058,707,000 | 78 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,618,000 | 84 |
| 2021-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,808,000 | 75 |
| Number of Managed Accounts | $830,000 | 218 |
| Number of Non-Managed Accounts | $2,978,000 | 33 |
| Total fiduciary and related assets | $3,344,601,000 | 119 |
| Managed Assets ($) | $957,539,000 | 191 |
| Non-managed Assets ($) | $2,387,062,000 | 76 |
| Memoranda | ||
| Gross Fiduciary activities income | $23,514,000 | 89 |
| 2021-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,568,000 | 78 |
| Number of Managed Accounts | $760,000 | 219 |
| Number of Non-Managed Accounts | $2,808,000 | 33 |
| Total fiduciary and related assets | $3,140,772,000 | 122 |
| Managed Assets ($) | $879,206,000 | 194 |
| Non-managed Assets ($) | $2,261,566,000 | 74 |
| Memoranda | ||
| Gross Fiduciary activities income | $17,150,000 | 89 |
| 2021-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,425,000 | 79 |
| Number of Managed Accounts | $681,000 | 246 |
| Number of Non-Managed Accounts | $2,744,000 | 34 |
| Total fiduciary and related assets | $3,020,073,000 | 123 |
| Managed Assets ($) | $786,671,000 | 208 |
| Non-managed Assets ($) | $2,233,402,000 | 74 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,050,000 | 90 |
| 2021-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,521,000 | 75 |
| Number of Managed Accounts | $687,000 | 231 |
| Number of Non-Managed Accounts | $2,834,000 | 33 |
| Total fiduciary and related assets | $2,837,431,000 | 125 |
| Managed Assets ($) | $744,281,000 | 211 |
| Non-managed Assets ($) | $2,093,150,000 | 74 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,437,000 | 93 |
| 2020-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,452,000 | 79 |
| Number of Managed Accounts | $651,000 | 252 |
| Number of Non-Managed Accounts | $2,801,000 | 35 |
| Total fiduciary and related assets | $2,878,596,000 | 122 |
| Managed Assets ($) | $728,632,000 | 215 |
| Non-managed Assets ($) | $2,149,964,000 | 76 |
| Memoranda | ||
| Gross Fiduciary activities income | $19,097,000 | 96 |
| 2020-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,741,000 | 73 |
| Number of Managed Accounts | $608,000 | 239 |
| Number of Non-Managed Accounts | $3,133,000 | 31 |
| Total fiduciary and related assets | $2,653,484,000 | 119 |
| Managed Assets ($) | $586,448,000 | 225 |
| Non-managed Assets ($) | $2,067,036,000 | 74 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,989,000 | 96 |
| 2020-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,711,000 | 72 |
| Number of Managed Accounts | $586,000 | 258 |
| Number of Non-Managed Accounts | $3,125,000 | 31 |
| Total fiduciary and related assets | $2,495,854,000 | 124 |
| Managed Assets ($) | $542,164,000 | 242 |
| Non-managed Assets ($) | $1,953,690,000 | 74 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,196,000 | 98 |
| 2020-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,712,000 | 72 |
| Number of Managed Accounts | $557,000 | 247 |
| Number of Non-Managed Accounts | $3,155,000 | 31 |
| Total fiduciary and related assets | $2,156,452,000 | 128 |
| Managed Assets ($) | $429,415,000 | 242 |
| Non-managed Assets ($) | $1,727,037,000 | 76 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,902,000 | 92 |
| 2019-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,632,000 | 73 |
| Number of Managed Accounts | $515,000 | 282 |
| Number of Non-Managed Accounts | $3,117,000 | 33 |
| Total fiduciary and related assets | $2,496,001,000 | 123 |
| Managed Assets ($) | $487,845,000 | 254 |
| Non-managed Assets ($) | $2,008,156,000 | 74 |
| Memoranda | ||
| Gross Fiduciary activities income | $18,211,000 | 99 |
| 2019-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,579,000 | 76 |
| Number of Managed Accounts | $511,000 | 253 |
| Number of Non-Managed Accounts | $3,068,000 | 32 |
| Total fiduciary and related assets | $2,419,227,000 | 123 |
| Managed Assets ($) | $462,932,000 | 245 |
| Non-managed Assets ($) | $1,956,295,000 | 75 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,498,000 | 100 |
| 2019-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,691,000 | 74 |
| Number of Managed Accounts | $509,000 | 270 |
| Number of Non-Managed Accounts | $3,182,000 | 34 |
| Total fiduciary and related assets | $2,497,883,000 | 122 |
| Managed Assets ($) | $451,918,000 | 257 |
| Non-managed Assets ($) | $2,045,965,000 | 70 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,866,000 | 101 |
| 2019-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,831,000 | 72 |
| Number of Managed Accounts | $525,000 | 266 |
| Number of Non-Managed Accounts | $3,306,000 | 31 |
| Total fiduciary and related assets | $2,591,369,000 | 117 |
| Managed Assets ($) | $434,325,000 | 255 |
| Non-managed Assets ($) | $2,157,044,000 | 67 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,256,000 | 100 |
| 2018-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,586,000 | 77 |
| Number of Managed Accounts | $533,000 | 275 |
| Number of Non-Managed Accounts | $3,053,000 | 35 |
| Total fiduciary and related assets | $2,371,274,000 | 116 |
| Managed Assets ($) | $408,237,000 | 258 |
| Non-managed Assets ($) | $1,963,037,000 | 70 |
| Memoranda | ||
| Gross Fiduciary activities income | $16,379,000 | 104 |
| 2018-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $4,014,000 | 69 |
| Number of Managed Accounts | $527,000 | 263 |
| Number of Non-Managed Accounts | $3,487,000 | 29 |
| Total fiduciary and related assets | $2,825,822,000 | 110 |
| Managed Assets ($) | $441,133,000 | 256 |
| Non-managed Assets ($) | $2,384,689,000 | 64 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,908,000 | 105 |
| 2018-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,795,000 | 71 |
| Number of Managed Accounts | $539,000 | 263 |
| Number of Non-Managed Accounts | $3,256,000 | 31 |
| Total fiduciary and related assets | $2,742,717,000 | 112 |
| Managed Assets ($) | $437,601,000 | 257 |
| Non-managed Assets ($) | $2,305,116,000 | 63 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,665,000 | 108 |
| 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 | $2,892,000 | 88 |
| Number of Managed Accounts | $558,000 | 258 |
| Number of Non-Managed Accounts | $2,334,000 | 40 |
| Total fiduciary and related assets | $1,990,446,000 | 135 |
| Managed Assets ($) | $420,732,000 | 265 |
| Non-managed Assets ($) | $1,569,714,000 | 82 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,629,000 | 112 |
| 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 | $2,828,000 | 91 |
| Number of Managed Accounts | $561,000 | 270 |
| Number of Non-Managed Accounts | $2,267,000 | 43 |
| Total fiduciary and related assets | $2,011,068,000 | 134 |
| Managed Assets ($) | $427,044,000 | 264 |
| Non-managed Assets ($) | $1,584,024,000 | 82 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,472,000 | 114 |
| 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 | $2,577,000 | 99 |
| Number of Managed Accounts | $538,000 | 261 |
| Number of Non-Managed Accounts | $2,039,000 | 42 |
| Total fiduciary and related assets | $1,936,945,000 | 134 |
| Managed Assets ($) | $406,268,000 | 266 |
| Non-managed Assets ($) | $1,530,677,000 | 84 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,211,000 | 114 |
| 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 | $2,597,000 | 95 |
| Number of Managed Accounts | $513,000 | 264 |
| Number of Non-Managed Accounts | $2,084,000 | 43 |
| Total fiduciary and related assets | $1,886,797,000 | 130 |
| Managed Assets ($) | $411,419,000 | 262 |
| Non-managed Assets ($) | $1,475,378,000 | 82 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,066,000 | 115 |
| 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 | $2,662,000 | 87 |
| Number of Managed Accounts | $515,000 | 265 |
| Number of Non-Managed Accounts | $2,147,000 | 44 |
| Total fiduciary and related assets | $1,789,866,000 | 132 |
| Managed Assets ($) | $338,616,000 | 289 |
| Non-managed Assets ($) | $1,451,250,000 | 82 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,031,000 | 115 |
| 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 | $2,623,000 | 94 |
| Number of Managed Accounts | $548,000 | 271 |
| Number of Non-Managed Accounts | $2,075,000 | 47 |
| Total fiduciary and related assets | $1,985,993,000 | 124 |
| Managed Assets ($) | $564,707,000 | 215 |
| Non-managed Assets ($) | $1,421,286,000 | 85 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,205,000 | 113 |
| 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 | $2,495,000 | 95 |
| Number of Managed Accounts | $522,000 | 265 |
| Number of Non-Managed Accounts | $1,973,000 | 46 |
| Total fiduciary and related assets | $2,162,605,000 | 120 |
| Managed Assets ($) | $512,658,000 | 226 |
| Non-managed Assets ($) | $1,649,947,000 | 76 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,065,000 | 111 |
| 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 | $2,505,000 | 97 |
| Number of Managed Accounts | $536,000 | 261 |
| Number of Non-Managed Accounts | $1,969,000 | 46 |
| Total fiduciary and related assets | $1,988,163,000 | 125 |
| Managed Assets ($) | $501,554,000 | 229 |
| Non-managed Assets ($) | $1,486,609,000 | 82 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,984,000 | 112 |
| 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 | $2,637,000 | 95 |
| Number of Managed Accounts | $556,000 | 258 |
| Number of Non-Managed Accounts | $2,081,000 | 45 |
| Total fiduciary and related assets | $1,857,758,000 | 127 |
| Managed Assets ($) | $490,214,000 | 232 |
| Non-managed Assets ($) | $1,367,544,000 | 85 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,007,000 | 112 |
| 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 | $2,666,000 | 91 |
| Number of Managed Accounts | $600,000 | 260 |
| Number of Non-Managed Accounts | $2,066,000 | 47 |
| Total fiduciary and related assets | $1,951,207,000 | 125 |
| Managed Assets ($) | $543,296,000 | 216 |
| Non-managed Assets ($) | $1,407,911,000 | 84 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,792,000 | 113 |
| 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 | $2,579,000 | 94 |
| Number of Managed Accounts | $548,000 | 257 |
| Number of Non-Managed Accounts | $2,031,000 | 45 |
| Total fiduciary and related assets | $1,949,494,000 | 122 |
| Managed Assets ($) | $495,581,000 | 227 |
| Non-managed Assets ($) | $1,453,913,000 | 83 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,920,000 | 113 |
| 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 | $2,537,000 | 96 |
| Number of Managed Accounts | $552,000 | 258 |
| Number of Non-Managed Accounts | $1,985,000 | 45 |
| Total fiduciary and related assets | $2,035,102,000 | 124 |
| Managed Assets ($) | $535,787,000 | 225 |
| Non-managed Assets ($) | $1,499,315,000 | 83 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,968,000 | 114 |
| 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 | $2,554,000 | 94 |
| Number of Managed Accounts | $528,000 | 262 |
| Number of Non-Managed Accounts | $2,026,000 | 45 |
| Total fiduciary and related assets | $2,176,041,000 | 119 |
| Managed Assets ($) | $525,521,000 | 226 |
| Non-managed Assets ($) | $1,650,520,000 | 78 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,018,000 | 113 |
| 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 | $2,511,000 | 97 |
| Number of Managed Accounts | $506,000 | 278 |
| Number of Non-Managed Accounts | $2,005,000 | 48 |
| Total fiduciary and related assets | $2,224,581,000 | 117 |
| Managed Assets ($) | $518,544,000 | 229 |
| Non-managed Assets ($) | $1,706,037,000 | 74 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,248,000 | 116 |
| 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 | $2,184,000 | 105 |
| Number of Managed Accounts | $504,000 | 265 |
| Number of Non-Managed Accounts | $1,680,000 | 50 |
| Total fiduciary and related assets | $2,011,755,000 | 121 |
| Managed Assets ($) | $502,070,000 | 230 |
| Non-managed Assets ($) | $1,509,685,000 | 81 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,355,000 | 115 |
| 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 | $2,081,000 | 108 |
| Number of Managed Accounts | $501,000 | 268 |
| Number of Non-Managed Accounts | $1,580,000 | 50 |
| Total fiduciary and related assets | $2,007,851,000 | 120 |
| Managed Assets ($) | $505,733,000 | 229 |
| Non-managed Assets ($) | $1,502,118,000 | 80 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,490,000 | 116 |
| 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 | $2,096,000 | 107 |
| Number of Managed Accounts | $571,000 | 256 |
| Number of Non-Managed Accounts | $1,525,000 | 53 |
| Total fiduciary and related assets | $2,146,648,000 | 115 |
| Managed Assets ($) | $577,051,000 | 197 |
| Non-managed Assets ($) | $1,569,597,000 | 77 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,806,000 | 111 |
| 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 | $2,352,000 | 105 |
| Number of Managed Accounts | $581,000 | 262 |
| Number of Non-Managed Accounts | $1,771,000 | 53 |
| Total fiduciary and related assets | $2,742,881,000 | 102 |
| Managed Assets ($) | $696,200,000 | 170 |
| Non-managed Assets ($) | $2,046,681,000 | 68 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,642,000 | 127 |
| 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 | $2,146,000 | 107 |
| Number of Managed Accounts | $544,000 | 256 |
| Number of Non-Managed Accounts | $1,602,000 | 51 |
| Total fiduciary and related assets | $2,601,642,000 | 101 |
| Managed Assets ($) | $678,273,000 | 166 |
| Non-managed Assets ($) | $1,923,369,000 | 69 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,114,000 | 126 |
| 2013-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,140,000 | 106 |
| Number of Managed Accounts | $565,000 | 249 |
| Number of Non-Managed Accounts | $1,575,000 | 52 |
| Total fiduciary and related assets | $2,435,572,000 | 103 |
| Managed Assets ($) | $787,234,000 | 150 |
| Non-managed Assets ($) | $1,648,338,000 | 75 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,631,000 | 127 |
| 2013-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,091,000 | 108 |
| Number of Managed Accounts | $540,000 | 255 |
| Number of Non-Managed Accounts | $1,551,000 | 55 |
| Total fiduciary and related assets | $2,628,325,000 | 99 |
| Managed Assets ($) | $796,957,000 | 149 |
| Non-managed Assets ($) | $1,831,368,000 | 70 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,359,000 | 123 |
| 2012-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,948,000 | 118 |
| Number of Managed Accounts | $499,000 | 281 |
| Number of Non-Managed Accounts | $1,449,000 | 60 |
| Total fiduciary and related assets | $2,316,125,000 | 102 |
| Managed Assets ($) | $742,600,000 | 151 |
| Non-managed Assets ($) | $1,573,525,000 | 75 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,685,000 | 131 |
| 2012-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,600,000 | 136 |
| Number of Managed Accounts | $1,226,000 | 128 |
| Number of Non-Managed Accounts | $374,000 | 110 |
| Total fiduciary and related assets | $3,094,183,000 | 84 |
| Managed Assets ($) | $1,374,805,000 | 102 |
| Non-managed Assets ($) | $1,719,378,000 | 68 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,694,000 | 133 |
| 2012-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,455,000 | 148 |
| Number of Managed Accounts | $1,141,000 | 132 |
| Number of Non-Managed Accounts | $314,000 | 123 |
| Total fiduciary and related assets | $1,749,388,000 | 118 |
| Managed Assets ($) | $1,173,462,000 | 111 |
| Non-managed Assets ($) | $575,926,000 | 102 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,446,000 | 145 |
| 2012-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,235,000 | 165 |
| Number of Managed Accounts | $906,000 | 162 |
| Number of Non-Managed Accounts | $329,000 | 120 |
| Total fiduciary and related assets | $2,786,114,000 | 88 |
| Managed Assets ($) | $1,056,766,000 | 117 |
| Non-managed Assets ($) | $1,729,348,000 | 67 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,633,000 | 145 |
| 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 | $830,000 | 249 |
| Number of Managed Accounts | $787,000 | 188 |
| Number of Non-Managed Accounts | $43,000 | 518 |
| Total fiduciary and related assets | $3,347,881,000 | 78 |
| Managed Assets ($) | $1,390,555,000 | 98 |
| Non-managed Assets ($) | $1,957,326,000 | 58 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2011-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $934,000 | 209 |
| Number of Managed Accounts | $898,000 | 160 |
| Number of Non-Managed Accounts | $36,000 | 292 |
| Total fiduciary and related assets | $3,493,368,000 | 75 |
| Managed Assets ($) | $1,535,293,000 | 89 |
| Non-managed Assets ($) | $1,958,075,000 | 60 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2011-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $798,000 | 238 |
| Number of Managed Accounts | $760,000 | 187 |
| Number of Non-Managed Accounts | $38,000 | 289 |
| Total fiduciary and related assets | $1,467,608,000 | 130 |
| Managed Assets ($) | $1,458,278,000 | 99 |
| Non-managed Assets ($) | $9,330,000 | 344 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2011-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $650,000 | 272 |
| Number of Managed Accounts | $650,000 | 215 |
| Number of Non-Managed Accounts | $0 | 404 |
| Total fiduciary and related assets | $1,121,651,000 | 148 |
| Managed Assets ($) | $1,121,651,000 | 113 |
| Non-managed Assets ($) | $0 | 403 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2010-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $148,000 | 707 |
| Number of Managed Accounts | $148,000 | 566 |
| Number of Non-Managed Accounts | $0 | 1,219 |
| Total fiduciary and related assets | $187,585,000 | 419 |
| Managed Assets ($) | $187,585,000 | 346 |
| Non-managed Assets ($) | $0 | 1,212 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2010-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $139,000 | 370 |
| Number of Managed Accounts | $139,000 | 337 |
| Number of Non-Managed Accounts | $0 | 391 |
| Total fiduciary and related assets | $148,117,000 | 360 |
| Managed Assets ($) | $148,117,000 | 325 |
| Non-managed Assets ($) | $0 | 389 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2010-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $121,000 | 373 |
| Number of Managed Accounts | $121,000 | 342 |
| Number of Non-Managed Accounts | $0 | 394 |
| Total fiduciary and related assets | $137,218,000 | 365 |
| Managed Assets ($) | $137,218,000 | 324 |
| Non-managed Assets ($) | $0 | 392 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2010-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $98,000 | 384 |
| Number of Managed Accounts | $98,000 | 353 |
| Number of Non-Managed Accounts | $0 | 401 |
| Total fiduciary and related assets | $133,051,000 | 371 |
| Managed Assets ($) | $133,051,000 | 330 |
| Non-managed Assets ($) | $0 | 399 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2009-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $83,000 | 896 |
| Number of Managed Accounts | $83,000 | 733 |
| Number of Non-Managed Accounts | $0 | 1,248 |
| Total fiduciary and related assets | $113,562,000 | 533 |
| Managed Assets ($) | $113,562,000 | 448 |
| Non-managed Assets ($) | $0 | 1,242 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2009-09-30 | Rank | |
| Fiduciary powers granted | $0 | 2,265 |
| Fiduciary power exercised | $0 | 1,685 |
| Fiduciary or related activity | $0 | 1,605 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 409 |
| Number of Managed Accounts | $0 | 386 |
| Number of Non-Managed Accounts | $0 | 386 |
| Total fiduciary and related assets | $0 | 408 |
| Managed Assets ($) | $0 | 386 |
| Non-managed Assets ($) | $0 | 385 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2009-06-30 | Rank | |
| Fiduciary powers granted | $0 | 2,285 |
| Fiduciary power exercised | $0 | 1,701 |
| Fiduciary or related activity | $0 | 1,617 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 415 |
| Number of Managed Accounts | $0 | 392 |
| Number of Non-Managed Accounts | $0 | 393 |
| Total fiduciary and related assets | $0 | 414 |
| Managed Assets ($) | $0 | 392 |
| Non-managed Assets ($) | $0 | 391 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2009-03-31 | Rank | |
| Fiduciary powers granted | $0 | 2,301 |
| Fiduciary power exercised | $0 | 1,711 |
| Fiduciary or related activity | $0 | 1,627 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 418 |
| Number of Managed Accounts | $0 | 395 |
| Number of Non-Managed Accounts | $0 | 393 |
| Total fiduciary and related assets | $0 | 417 |
| Managed Assets ($) | $0 | 395 |
| Non-managed Assets ($) | $0 | 392 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2008-12-31 | Rank | |
| Fiduciary powers granted | $0 | 2,321 |
| Fiduciary power exercised | $0 | 1,723 |
| Fiduciary or related activity | $0 | 1,634 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,622 |
| Number of Managed Accounts | $0 | 1,520 |
| Number of Non-Managed Accounts | $0 | 1,251 |
| Total fiduciary and related assets | $0 | 1,618 |
| Managed Assets ($) | $0 | 1,519 |
| Non-managed Assets ($) | $0 | 1,241 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2008-09-30 | Rank | |
| Fiduciary powers granted | $0 | 2,346 |
| Fiduciary power exercised | $0 | 1,749 |
| Fiduciary or related activity | $0 | 1,659 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 441 |
| Number of Managed Accounts | $0 | 419 |
| Number of Non-Managed Accounts | $0 | 421 |
| Total fiduciary and related assets | $0 | 440 |
| Managed Assets ($) | $0 | 419 |
| Non-managed Assets ($) | $0 | 420 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2008-06-30 | Rank | |
| Fiduciary powers granted | $0 | 2,370 |
| Fiduciary power exercised | $0 | 1,767 |
| Fiduciary or related activity | $0 | 1,672 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 450 |
| Number of Managed Accounts | $0 | 425 |
| Number of Non-Managed Accounts | $0 | 427 |
| Total fiduciary and related assets | $0 | 449 |
| Managed Assets ($) | $0 | 425 |
| Non-managed Assets ($) | $0 | 426 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |