Home > FineMark National Bank & Trust > Fiduciary and Related Services
FineMark National Bank & Trust, Fiduciary and Related Services
| 2023-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 4 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $6,515,000 | 56 |
| Number of Managed Accounts | $6,370,000 | 36 |
| Number of Non-Managed Accounts | $145,000 | 209 |
| Total fiduciary and related assets | $6,380,976,000 | 99 |
| Managed Assets ($) | $6,332,045,000 | 64 |
| Non-managed Assets ($) | $48,931,000 | 354 |
| Memoranda | ||
| Gross Fiduciary activities income | $29,774,000 | 90 |
| 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 | $6,403,000 | 57 |
| Number of Managed Accounts | $6,254,000 | 38 |
| Number of Non-Managed Accounts | $149,000 | 158 |
| Total fiduciary and related assets | $5,977,107,000 | 102 |
| Managed Assets ($) | $5,928,607,000 | 66 |
| Non-managed Assets ($) | $48,500,000 | 272 |
| Memoranda | ||
| Gross Fiduciary activities income | $21,935,000 | 92 |
| 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 | $6,388,000 | 57 |
| Number of Managed Accounts | $6,245,000 | 38 |
| Number of Non-Managed Accounts | $143,000 | 176 |
| Total fiduciary and related assets | $6,162,709,000 | 97 |
| Managed Assets ($) | $6,119,337,000 | 63 |
| Non-managed Assets ($) | $43,372,000 | 318 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,920,000 | 93 |
| 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 | $6,267,000 | 60 |
| Number of Managed Accounts | $6,120,000 | 39 |
| Number of Non-Managed Accounts | $147,000 | 163 |
| Total fiduciary and related assets | $5,958,529,000 | 106 |
| Managed Assets ($) | $5,914,321,000 | 69 |
| Non-managed Assets ($) | $44,208,000 | 281 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,573,000 | 99 |
| 2022-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $6,136,000 | 61 |
| Number of Managed Accounts | $5,986,000 | 40 |
| Number of Non-Managed Accounts | $150,000 | 206 |
| Total fiduciary and related assets | $5,562,315,000 | 108 |
| Managed Assets ($) | $5,519,702,000 | 71 |
| Non-managed Assets ($) | $42,613,000 | 371 |
| Memoranda | ||
| Gross Fiduciary activities income | $26,618,000 | 101 |
| 2022-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $6,329,000 | 59 |
| Number of Managed Accounts | $5,882,000 | 42 |
| Number of Non-Managed Accounts | $447,000 | 93 |
| Total fiduciary and related assets | $5,469,100,000 | 105 |
| Managed Assets ($) | $5,075,655,000 | 75 |
| Non-managed Assets ($) | $393,445,000 | 160 |
| Memoranda | ||
| Gross Fiduciary activities income | $20,227,000 | 102 |
| 2022-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $6,098,000 | 53 |
| Number of Managed Accounts | $5,664,000 | 41 |
| Number of Non-Managed Accounts | $434,000 | 83 |
| Total fiduciary and related assets | $5,544,196,000 | 86 |
| Managed Assets ($) | $5,164,565,000 | 58 |
| Non-managed Assets ($) | $379,631,000 | 137 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,750,000 | 82 |
| 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 | $5,861,000 | 55 |
| Number of Managed Accounts | $5,436,000 | 44 |
| Number of Non-Managed Accounts | $425,000 | 85 |
| Total fiduciary and related assets | $6,091,196,000 | 87 |
| Managed Assets ($) | $5,665,694,000 | 59 |
| Non-managed Assets ($) | $425,502,000 | 133 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,998,000 | 82 |
| 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 | $5,725,000 | 55 |
| Number of Managed Accounts | $5,306,000 | 45 |
| Number of Non-Managed Accounts | $419,000 | 92 |
| Total fiduciary and related assets | $6,310,229,000 | 84 |
| Managed Assets ($) | $5,857,356,000 | 56 |
| Non-managed Assets ($) | $452,873,000 | 134 |
| Memoranda | ||
| Gross Fiduciary activities income | $26,638,000 | 85 |
| 2021-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $5,590,000 | 54 |
| Number of Managed Accounts | $5,173,000 | 46 |
| Number of Non-Managed Accounts | $417,000 | 88 |
| Total fiduciary and related assets | $5,852,323,000 | 86 |
| Managed Assets ($) | $5,409,050,000 | 56 |
| Non-managed Assets ($) | $443,273,000 | 133 |
| Memoranda | ||
| Gross Fiduciary activities income | $19,608,000 | 84 |
| 2021-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $5,415,000 | 52 |
| Number of Managed Accounts | $5,009,000 | 47 |
| Number of Non-Managed Accounts | $406,000 | 90 |
| Total fiduciary and related assets | $5,828,510,000 | 85 |
| Managed Assets ($) | $5,379,167,000 | 59 |
| Non-managed Assets ($) | $449,343,000 | 137 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,596,000 | 84 |
| 2021-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $5,200,000 | 55 |
| Number of Managed Accounts | $4,811,000 | 49 |
| Number of Non-Managed Accounts | $389,000 | 91 |
| Total fiduciary and related assets | $5,544,440,000 | 86 |
| Managed Assets ($) | $5,164,158,000 | 58 |
| Non-managed Assets ($) | $380,282,000 | 138 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,968,000 | 86 |
| 2020-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $5,019,000 | 57 |
| Number of Managed Accounts | $4,642,000 | 51 |
| Number of Non-Managed Accounts | $377,000 | 103 |
| Total fiduciary and related assets | $5,310,345,000 | 88 |
| Managed Assets ($) | $4,964,877,000 | 62 |
| Non-managed Assets ($) | $345,468,000 | 147 |
| Memoranda | ||
| Gross Fiduciary activities income | $20,880,000 | 88 |
| 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 | $4,703,000 | 58 |
| Number of Managed Accounts | $4,322,000 | 52 |
| Number of Non-Managed Accounts | $381,000 | 90 |
| Total fiduciary and related assets | $4,848,568,000 | 87 |
| Managed Assets ($) | $4,544,767,000 | 62 |
| Non-managed Assets ($) | $303,801,000 | 149 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,289,000 | 89 |
| 2020-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $4,549,000 | 60 |
| Number of Managed Accounts | $4,167,000 | 54 |
| Number of Non-Managed Accounts | $382,000 | 95 |
| Total fiduciary and related assets | $4,479,043,000 | 89 |
| Managed Assets ($) | $4,178,266,000 | 66 |
| Non-managed Assets ($) | $300,777,000 | 154 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,952,000 | 91 |
| 2020-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $4,442,000 | 62 |
| Number of Managed Accounts | $4,075,000 | 53 |
| Number of Non-Managed Accounts | $367,000 | 97 |
| Total fiduciary and related assets | $4,036,086,000 | 90 |
| Managed Assets ($) | $3,764,734,000 | 65 |
| Non-managed Assets ($) | $271,352,000 | 152 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,055,000 | 90 |
| 2019-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $4,301,000 | 63 |
| Number of Managed Accounts | $3,949,000 | 53 |
| Number of Non-Managed Accounts | $352,000 | 114 |
| Total fiduciary and related assets | $4,585,647,000 | 91 |
| Managed Assets ($) | $4,259,124,000 | 64 |
| Non-managed Assets ($) | $326,523,000 | 149 |
| Memoranda | ||
| Gross Fiduciary activities income | $18,614,000 | 96 |
| 2019-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $4,100,000 | 69 |
| Number of Managed Accounts | $3,763,000 | 57 |
| Number of Non-Managed Accounts | $337,000 | 103 |
| Total fiduciary and related assets | $4,268,924,000 | 94 |
| Managed Assets ($) | $3,996,564,000 | 64 |
| Non-managed Assets ($) | $272,360,000 | 152 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,591,000 | 99 |
| 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 | $3,939,000 | 72 |
| Number of Managed Accounts | $3,613,000 | 59 |
| Number of Non-Managed Accounts | $326,000 | 107 |
| Total fiduciary and related assets | $4,025,667,000 | 96 |
| Managed Assets ($) | $3,800,337,000 | 67 |
| Non-managed Assets ($) | $225,330,000 | 166 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,623,000 | 104 |
| 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 | $3,806,000 | 73 |
| Number of Managed Accounts | $3,594,000 | 59 |
| Number of Non-Managed Accounts | $212,000 | 139 |
| Total fiduciary and related assets | $3,895,965,000 | 96 |
| Managed Assets ($) | $3,648,466,000 | 70 |
| Non-managed Assets ($) | $247,499,000 | 158 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,216,000 | 101 |
| 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 | $3,637,000 | 76 |
| Number of Managed Accounts | $2,917,000 | 72 |
| Number of Non-Managed Accounts | $720,000 | 82 |
| Total fiduciary and related assets | $3,423,927,000 | 99 |
| Managed Assets ($) | $2,738,079,000 | 82 |
| Non-managed Assets ($) | $685,848,000 | 106 |
| Memoranda | ||
| Gross Fiduciary activities income | $16,688,000 | 102 |
| 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 | $3,550,000 | 75 |
| Number of Managed Accounts | $2,836,000 | 72 |
| Number of Non-Managed Accounts | $714,000 | 75 |
| Total fiduciary and related assets | $3,677,737,000 | 97 |
| Managed Assets ($) | $2,922,136,000 | 80 |
| Non-managed Assets ($) | $755,601,000 | 107 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,425,000 | 104 |
| 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 | $3,412,000 | 76 |
| Number of Managed Accounts | $3,159,000 | 68 |
| Number of Non-Managed Accounts | $253,000 | 126 |
| Total fiduciary and related assets | $3,431,800,000 | 101 |
| Managed Assets ($) | $3,149,236,000 | 76 |
| Non-managed Assets ($) | $282,564,000 | 157 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,021,000 | 103 |
| 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 | $3,306,000 | 78 |
| Number of Managed Accounts | $3,046,000 | 69 |
| Number of Non-Managed Accounts | $260,000 | 126 |
| Total fiduciary and related assets | $3,273,973,000 | 105 |
| Managed Assets ($) | $3,016,443,000 | 79 |
| Non-managed Assets ($) | $257,530,000 | 166 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,966,000 | 105 |
| 2017-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,113,000 | 87 |
| Number of Managed Accounts | $2,868,000 | 70 |
| Number of Non-Managed Accounts | $245,000 | 150 |
| Total fiduciary and related assets | $3,022,119,000 | 109 |
| Managed Assets ($) | $2,766,286,000 | 82 |
| Non-managed Assets ($) | $255,833,000 | 167 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,998,000 | 111 |
| 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 | $2,953,000 | 87 |
| Number of Managed Accounts | $2,727,000 | 72 |
| Number of Non-Managed Accounts | $226,000 | 132 |
| Total fiduciary and related assets | $2,855,316,000 | 109 |
| Managed Assets ($) | $2,610,930,000 | 86 |
| Non-managed Assets ($) | $244,386,000 | 176 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,148,000 | 111 |
| 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 | $2,739,000 | 86 |
| Number of Managed Accounts | $2,523,000 | 74 |
| Number of Non-Managed Accounts | $216,000 | 135 |
| Total fiduciary and related assets | $2,655,206,000 | 109 |
| Managed Assets ($) | $2,428,762,000 | 88 |
| Non-managed Assets ($) | $226,444,000 | 174 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,492,000 | 112 |
| 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 | $2,860,000 | 84 |
| Number of Managed Accounts | $2,473,000 | 76 |
| Number of Non-Managed Accounts | $387,000 | 98 |
| Total fiduciary and related assets | $2,532,986,000 | 111 |
| Managed Assets ($) | $2,274,627,000 | 89 |
| Non-managed Assets ($) | $258,359,000 | 159 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,133,000 | 114 |
| 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 | $2,947,000 | 82 |
| Number of Managed Accounts | $2,531,000 | 72 |
| Number of Non-Managed Accounts | $416,000 | 111 |
| Total fiduciary and related assets | $2,337,376,000 | 113 |
| Managed Assets ($) | $2,162,987,000 | 89 |
| Non-managed Assets ($) | $174,389,000 | 186 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,462,000 | 115 |
| 2016-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,049,000 | 79 |
| Number of Managed Accounts | $2,616,000 | 67 |
| Number of Non-Managed Accounts | $433,000 | 98 |
| Total fiduciary and related assets | $2,274,058,000 | 113 |
| Managed Assets ($) | $1,881,647,000 | 100 |
| Non-managed Assets ($) | $392,411,000 | 131 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,468,000 | 114 |
| 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 | $2,760,000 | 86 |
| Number of Managed Accounts | $2,299,000 | 79 |
| Number of Non-Managed Accounts | $461,000 | 97 |
| Total fiduciary and related assets | $2,163,327,000 | 116 |
| Managed Assets ($) | $1,770,568,000 | 102 |
| Non-managed Assets ($) | $392,759,000 | 130 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,430,000 | 118 |
| 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 | $2,650,000 | 94 |
| Number of Managed Accounts | $2,202,000 | 85 |
| Number of Non-Managed Accounts | $448,000 | 98 |
| Total fiduciary and related assets | $2,060,061,000 | 120 |
| Managed Assets ($) | $1,688,972,000 | 105 |
| Non-managed Assets ($) | $371,089,000 | 132 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,563,000 | 122 |
| 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 | $2,568,000 | 98 |
| Number of Managed Accounts | $2,129,000 | 85 |
| Number of Non-Managed Accounts | $439,000 | 110 |
| Total fiduciary and related assets | $2,002,796,000 | 121 |
| Managed Assets ($) | $1,652,334,000 | 104 |
| Non-managed Assets ($) | $350,462,000 | 131 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,883,000 | 119 |
| 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 | $2,519,000 | 97 |
| Number of Managed Accounts | $2,089,000 | 87 |
| Number of Non-Managed Accounts | $430,000 | 103 |
| Total fiduciary and related assets | $1,857,104,000 | 127 |
| Managed Assets ($) | $1,511,082,000 | 109 |
| Non-managed Assets ($) | $346,022,000 | 136 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,233,000 | 118 |
| 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 | $2,362,000 | 100 |
| Number of Managed Accounts | $1,966,000 | 96 |
| Number of Non-Managed Accounts | $396,000 | 105 |
| Total fiduciary and related assets | $1,855,239,000 | 129 |
| Managed Assets ($) | $1,537,427,000 | 113 |
| Non-managed Assets ($) | $317,812,000 | 145 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,524,000 | 119 |
| 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 | $2,247,000 | 103 |
| Number of Managed Accounts | $1,862,000 | 97 |
| Number of Non-Managed Accounts | $385,000 | 109 |
| Total fiduciary and related assets | $1,810,653,000 | 129 |
| Managed Assets ($) | $1,485,622,000 | 112 |
| Non-managed Assets ($) | $325,031,000 | 143 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,387,000 | 132 |
| 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 | $2,106,000 | 114 |
| Number of Managed Accounts | $1,741,000 | 104 |
| Number of Non-Managed Accounts | $365,000 | 126 |
| Total fiduciary and related assets | $1,775,755,000 | 131 |
| Managed Assets ($) | $1,430,974,000 | 112 |
| Non-managed Assets ($) | $344,781,000 | 137 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,750,000 | 134 |
| 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 | $2,053,000 | 111 |
| Number of Managed Accounts | $1,712,000 | 103 |
| Number of Non-Managed Accounts | $341,000 | 111 |
| Total fiduciary and related assets | $1,662,568,000 | 135 |
| Managed Assets ($) | $1,350,007,000 | 116 |
| Non-managed Assets ($) | $312,561,000 | 146 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,408,000 | 133 |
| 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 | $1,970,000 | 115 |
| Number of Managed Accounts | $1,640,000 | 104 |
| Number of Non-Managed Accounts | $330,000 | 113 |
| Total fiduciary and related assets | $1,621,095,000 | 133 |
| Managed Assets ($) | $1,311,471,000 | 117 |
| Non-managed Assets ($) | $309,624,000 | 143 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,068,000 | 139 |
| 2014-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,869,000 | 121 |
| Number of Managed Accounts | $1,598,000 | 107 |
| Number of Non-Managed Accounts | $271,000 | 130 |
| Total fiduciary and related assets | $1,485,684,000 | 140 |
| Managed Assets ($) | $1,194,458,000 | 121 |
| Non-managed Assets ($) | $291,226,000 | 145 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,937,000 | 144 |
| 2013-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,730,000 | 131 |
| Number of Managed Accounts | $1,714,000 | 104 |
| Number of Non-Managed Accounts | $16,000 | 728 |
| Total fiduciary and related assets | $1,515,906,000 | 139 |
| Managed Assets ($) | $1,402,923,000 | 111 |
| Non-managed Assets ($) | $112,983,000 | 222 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,754,000 | 162 |
| 2013-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,632,000 | 137 |
| Number of Managed Accounts | $1,618,000 | 103 |
| Number of Non-Managed Accounts | $14,000 | 338 |
| Total fiduciary and related assets | $1,285,164,000 | 145 |
| Managed Assets ($) | $1,261,241,000 | 114 |
| Non-managed Assets ($) | $23,923,000 | 312 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,944,000 | 172 |
| 2013-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,434,000 | 150 |
| Number of Managed Accounts | $1,429,000 | 111 |
| Number of Non-Managed Accounts | $5,000 | 364 |
| Total fiduciary and related assets | $1,053,924,000 | 157 |
| Managed Assets ($) | $1,043,032,000 | 122 |
| Non-managed Assets ($) | $10,892,000 | 341 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,403,000 | 186 |
| 2013-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,401,000 | 158 |
| Number of Managed Accounts | $1,396,000 | 114 |
| Number of Non-Managed Accounts | $5,000 | 368 |
| Total fiduciary and related assets | $993,015,000 | 164 |
| Managed Assets ($) | $988,351,000 | 126 |
| Non-managed Assets ($) | $4,664,000 | 363 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,116,000 | 193 |
| 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 | $1,276,000 | 174 |
| Number of Managed Accounts | $1,273,000 | 125 |
| Number of Non-Managed Accounts | $3,000 | 996 |
| Total fiduciary and related assets | $922,695,000 | 169 |
| Managed Assets ($) | $917,885,000 | 128 |
| Non-managed Assets ($) | $4,810,000 | 724 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,898,000 | 202 |
| 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 | $1,182,000 | 173 |
| Number of Managed Accounts | $1,178,000 | 135 |
| Number of Non-Managed Accounts | $4,000 | 355 |
| Total fiduciary and related assets | $865,771,000 | 175 |
| Managed Assets ($) | $860,874,000 | 134 |
| Non-managed Assets ($) | $4,897,000 | 349 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,841,000 | 203 |
| 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 | $1,106,000 | 181 |
| Number of Managed Accounts | $1,106,000 | 139 |
| Number of Non-Managed Accounts | $0 | 373 |
| Total fiduciary and related assets | $618,134,000 | 207 |
| Managed Assets ($) | $618,134,000 | 159 |
| Non-managed Assets ($) | $0 | 372 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,806,000 | 215 |
| 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 | $992,000 | 203 |
| Number of Managed Accounts | $990,000 | 154 |
| Number of Non-Managed Accounts | $2,000 | 366 |
| Total fiduciary and related assets | $593,780,000 | 216 |
| Managed Assets ($) | $593,371,000 | 168 |
| Non-managed Assets ($) | $409,000 | 364 |
| Memoranda | ||
| Gross Fiduciary activities income | $887,000 | 218 |
| 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 | $547,000 | 338 |
| Number of Managed Accounts | $547,000 | 259 |
| Number of Non-Managed Accounts | $0 | 1,166 |
| Total fiduciary and related assets | $441,560,000 | 257 |
| Managed Assets ($) | $441,560,000 | 208 |
| Non-managed Assets ($) | $0 | 1,160 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,431,000 | 235 |
| 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 | $532,000 | 291 |
| Number of Managed Accounts | $532,000 | 241 |
| Number of Non-Managed Accounts | $0 | 395 |
| Total fiduciary and related assets | $413,208,000 | 257 |
| Managed Assets ($) | $413,208,000 | 211 |
| Non-managed Assets ($) | $0 | 393 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,757,000 | 239 |
| 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 | $429,000 | 319 |
| Number of Managed Accounts | $429,000 | 270 |
| Number of Non-Managed Accounts | $0 | 400 |
| Total fiduciary and related assets | $349,664,000 | 285 |
| Managed Assets ($) | $349,664,000 | 238 |
| Non-managed Assets ($) | $0 | 398 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,140,000 | 243 |
| 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 | $455,000 | 315 |
| Number of Managed Accounts | $455,000 | 263 |
| Number of Non-Managed Accounts | $0 | 404 |
| Total fiduciary and related assets | $386,096,000 | 277 |
| Managed Assets ($) | $386,096,000 | 225 |
| Non-managed Assets ($) | $0 | 403 |
| Memoranda | ||
| Gross Fiduciary activities income | $548,000 | 250 |
| 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 | $429,000 | 407 |
| Number of Managed Accounts | $429,000 | 315 |
| Number of Non-Managed Accounts | $0 | 1,219 |
| Total fiduciary and related assets | $349,664,000 | 286 |
| Managed Assets ($) | $349,664,000 | 236 |
| Non-managed Assets ($) | $0 | 1,212 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,852,000 | 280 |
| 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 | $412,000 | 314 |
| Number of Managed Accounts | $412,000 | 271 |
| Number of Non-Managed Accounts | $0 | 391 |
| Total fiduciary and related assets | $332,575,000 | 286 |
| Managed Assets ($) | $332,575,000 | 235 |
| Non-managed Assets ($) | $0 | 389 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,318,000 | 282 |
| 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 | $398,000 | 319 |
| Number of Managed Accounts | $398,000 | 277 |
| Number of Non-Managed Accounts | $0 | 394 |
| Total fiduciary and related assets | $304,004,000 | 295 |
| Managed Assets ($) | $304,004,000 | 239 |
| Non-managed Assets ($) | $0 | 392 |
| Memoranda | ||
| Gross Fiduciary activities income | $835,000 | 292 |
| 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 | $385,000 | 324 |
| Number of Managed Accounts | $384,000 | 284 |
| Number of Non-Managed Accounts | $1,000 | 397 |
| Total fiduciary and related assets | $299,437,000 | 309 |
| Managed Assets ($) | $299,288,000 | 253 |
| Non-managed Assets ($) | $149,000 | 393 |
| Memoranda | ||
| Gross Fiduciary activities income | $379,000 | 315 |
| 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 | $360,000 | 460 |
| Number of Managed Accounts | $360,000 | 352 |
| Number of Non-Managed Accounts | $0 | 1,248 |
| Total fiduciary and related assets | $265,740,000 | 333 |
| Managed Assets ($) | $265,740,000 | 273 |
| Non-managed Assets ($) | $0 | 1,242 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,158,000 | 352 |
| 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 | $413,000 | 315 |
| Number of Managed Accounts | $413,000 | 272 |
| Number of Non-Managed Accounts | $0 | 386 |
| Total fiduciary and related assets | $292,603,000 | 308 |
| Managed Assets ($) | $292,603,000 | 253 |
| Non-managed Assets ($) | $0 | 385 |
| Memoranda | ||
| Gross Fiduciary activities income | $763,000 | 381 |
| 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 | $393,000 | 323 |
| Number of Managed Accounts | $393,000 | 279 |
| Number of Non-Managed Accounts | $0 | 393 |
| Total fiduciary and related assets | $246,999,000 | 324 |
| Managed Assets ($) | $246,999,000 | 269 |
| Non-managed Assets ($) | $0 | 391 |
| Memoranda | ||
| Gross Fiduciary activities income | $422,000 | 425 |
| 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 | $291,000 | 344 |
| Number of Managed Accounts | $291,000 | 303 |
| Number of Non-Managed Accounts | $0 | 393 |
| Total fiduciary and related assets | $168,116,000 | 350 |
| Managed Assets ($) | $168,116,000 | 310 |
| Non-managed Assets ($) | $0 | 392 |
| Memoranda | ||
| Gross Fiduciary activities income | $168,000 | 478 |
| 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 | $231,000 | 611 |
| Number of Managed Accounts | $231,000 | 473 |
| Number of Non-Managed Accounts | $0 | 1,251 |
| Total fiduciary and related assets | $145,702,000 | 453 |
| Managed Assets ($) | $145,702,000 | 371 |
| Non-managed Assets ($) | $0 | 1,241 |
| Memoranda | ||
| Gross Fiduciary activities income | $556,000 | 542 |
| 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 | $206,000 | 388 |
| Number of Managed Accounts | $206,000 | 346 |
| Number of Non-Managed Accounts | $0 | 421 |
| Total fiduciary and related assets | $132,233,000 | 388 |
| Managed Assets ($) | $132,233,000 | 350 |
| Non-managed Assets ($) | $0 | 420 |
| Memoranda | ||
| Gross Fiduciary activities income | $417,000 | 558 |
| 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 | $176,000 | 397 |
| Number of Managed Accounts | $176,000 | 363 |
| Number of Non-Managed Accounts | $0 | 427 |
| Total fiduciary and related assets | $108,510,000 | 401 |
| Managed Assets ($) | $108,510,000 | 366 |
| Non-managed Assets ($) | $0 | 426 |
| Memoranda | ||
| Gross Fiduciary activities income | $259,000 | 583 |
| 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 | $156,000 | 402 |
| Number of Managed Accounts | $156,000 | 369 |
| Number of Non-Managed Accounts | $0 | 433 |
| Total fiduciary and related assets | $110,225,000 | 407 |
| Managed Assets ($) | $110,225,000 | 370 |
| Non-managed Assets ($) | $0 | 431 |
| Memoranda | ||
| Gross Fiduciary activities income | $123,000 | 609 |
| 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 | $123,000 | 811 |
| Number of Managed Accounts | $123,000 | 662 |
| Number of Non-Managed Accounts | $0 | 1,300 |
| Total fiduciary and related assets | $101,272,000 | 599 |
| Managed Assets ($) | $101,272,000 | 505 |
| Non-managed Assets ($) | $0 | 1,291 |
| Memoranda | ||
| Gross Fiduciary activities income | $221,000 | 785 |
| 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 | $0 | 444 |
| Number of Managed Accounts | $0 | 421 |
| Number of Non-Managed Accounts | $0 | 417 |
| Total fiduciary and related assets | $0 | 443 |
| Managed Assets ($) | $0 | 421 |
| Non-managed Assets ($) | $0 | 416 |
| Memoranda | ||
| Gross Fiduciary activities income | $113,000 | 849 |
| 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 | $0 | 450 |
| Number of Managed Accounts | $0 | 427 |
| Number of Non-Managed Accounts | $0 | 422 |
| Total fiduciary and related assets | $0 | 449 |
| Managed Assets ($) | $0 | 427 |
| Non-managed Assets ($) | $0 | 421 |
| Memoranda | ||
| Gross Fiduciary activities income | $22,000 | 1,030 |
| 2007-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $0 | 1,720 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 451 |
| Number of Managed Accounts | $0 | 427 |
| Number of Non-Managed Accounts | $0 | 425 |
| Total fiduciary and related assets | $0 | 450 |
| Managed Assets ($) | $0 | 427 |
| Non-managed Assets ($) | $0 | 424 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,355 |