Home > First American Bank > Fiduciary and Related Services
First American Bank, 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 | $1,858,000 | 147 |
| Number of Managed Accounts | $1,609,000 | 135 |
| Number of Non-Managed Accounts | $249,000 | 123 |
| Total fiduciary and related assets | $4,014,089,000 | 133 |
| Managed Assets ($) | $2,654,072,000 | 123 |
| Non-managed Assets ($) | $1,360,017,000 | 115 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,188,000 | 137 |
| 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 | $1,833,000 | 148 |
| Number of Managed Accounts | $1,585,000 | 134 |
| Number of Non-Managed Accounts | $248,000 | 148 |
| Total fiduciary and related assets | $4,013,622,000 | 132 |
| Managed Assets ($) | $2,666,541,000 | 127 |
| Non-managed Assets ($) | $1,347,081,000 | 113 |
| Memoranda | ||
| Gross Fiduciary activities income | $19,851,000 | 129 |
| 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 | $1,817,000 | 151 |
| Number of Managed Accounts | $1,563,000 | 134 |
| Number of Non-Managed Accounts | $254,000 | 119 |
| Total fiduciary and related assets | $4,091,969,000 | 131 |
| Managed Assets ($) | $2,663,540,000 | 127 |
| Non-managed Assets ($) | $1,428,429,000 | 107 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,377,000 | 139 |
| 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 | $1,819,000 | 152 |
| Number of Managed Accounts | $1,574,000 | 135 |
| Number of Non-Managed Accounts | $245,000 | 133 |
| Total fiduciary and related assets | $4,009,918,000 | 131 |
| Managed Assets ($) | $2,655,084,000 | 126 |
| Non-managed Assets ($) | $1,354,834,000 | 112 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,504,000 | 145 |
| 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 | $1,812,000 | 152 |
| Number of Managed Accounts | $1,567,000 | 137 |
| Number of Non-Managed Accounts | $245,000 | 121 |
| Total fiduciary and related assets | $3,899,847,000 | 134 |
| Managed Assets ($) | $2,651,353,000 | 122 |
| Non-managed Assets ($) | $1,248,494,000 | 117 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,665,000 | 129 |
| 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 | $1,782,000 | 152 |
| Number of Managed Accounts | $1,541,000 | 138 |
| Number of Non-Managed Accounts | $241,000 | 148 |
| Total fiduciary and related assets | $3,526,676,000 | 133 |
| Managed Assets ($) | $2,338,194,000 | 124 |
| Non-managed Assets ($) | $1,188,482,000 | 115 |
| Memoranda | ||
| Gross Fiduciary activities income | $17,256,000 | 129 |
| 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 | $1,775,000 | 147 |
| Number of Managed Accounts | $1,539,000 | 135 |
| Number of Non-Managed Accounts | $236,000 | 123 |
| Total fiduciary and related assets | $3,255,353,000 | 135 |
| Managed Assets ($) | $2,177,187,000 | 128 |
| Non-managed Assets ($) | $1,078,166,000 | 120 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,835,000 | 128 |
| 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 | $1,759,000 | 152 |
| Number of Managed Accounts | $1,535,000 | 136 |
| Number of Non-Managed Accounts | $224,000 | 142 |
| Total fiduciary and related assets | $3,354,040,000 | 131 |
| Managed Assets ($) | $2,252,742,000 | 122 |
| Non-managed Assets ($) | $1,101,298,000 | 115 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,526,000 | 125 |
| 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 | $1,743,000 | 158 |
| Number of Managed Accounts | $1,512,000 | 142 |
| Number of Non-Managed Accounts | $231,000 | 134 |
| Total fiduciary and related assets | $3,223,094,000 | 139 |
| Managed Assets ($) | $2,147,929,000 | 131 |
| Non-managed Assets ($) | $1,075,165,000 | 122 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,066,000 | 133 |
| 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 | $1,736,000 | 165 |
| Number of Managed Accounts | $1,505,000 | 146 |
| Number of Non-Managed Accounts | $231,000 | 161 |
| Total fiduciary and related assets | $3,070,059,000 | 145 |
| Managed Assets ($) | $2,055,979,000 | 133 |
| Non-managed Assets ($) | $1,014,080,000 | 123 |
| Memoranda | ||
| Gross Fiduciary activities income | $17,065,000 | 129 |
| 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 | $1,717,000 | 161 |
| Number of Managed Accounts | $1,484,000 | 148 |
| Number of Non-Managed Accounts | $233,000 | 134 |
| Total fiduciary and related assets | $2,834,738,000 | 146 |
| Managed Assets ($) | $1,861,534,000 | 133 |
| Non-managed Assets ($) | $973,204,000 | 126 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,683,000 | 132 |
| 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 | $1,721,000 | 143 |
| Number of Managed Accounts | $1,472,000 | 134 |
| Number of Non-Managed Accounts | $249,000 | 116 |
| Total fiduciary and related assets | $2,871,125,000 | 120 |
| Managed Assets ($) | $1,832,617,000 | 118 |
| Non-managed Assets ($) | $1,038,508,000 | 99 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,718,000 | 109 |
| 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 | $1,684,000 | 145 |
| Number of Managed Accounts | $1,435,000 | 136 |
| Number of Non-Managed Accounts | $249,000 | 115 |
| Total fiduciary and related assets | $3,231,653,000 | 118 |
| Managed Assets ($) | $2,036,818,000 | 117 |
| Non-managed Assets ($) | $1,194,835,000 | 98 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,466,000 | 110 |
| 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 | $1,664,000 | 152 |
| Number of Managed Accounts | $1,421,000 | 139 |
| Number of Non-Managed Accounts | $243,000 | 136 |
| Total fiduciary and related assets | $3,434,704,000 | 117 |
| Managed Assets ($) | $2,131,448,000 | 114 |
| Non-managed Assets ($) | $1,303,256,000 | 97 |
| Memoranda | ||
| Gross Fiduciary activities income | $16,508,000 | 112 |
| 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 | $1,566,000 | 156 |
| Number of Managed Accounts | $1,318,000 | 144 |
| Number of Non-Managed Accounts | $248,000 | 116 |
| Total fiduciary and related assets | $3,135,423,000 | 123 |
| Managed Assets ($) | $1,885,058,000 | 127 |
| Non-managed Assets ($) | $1,250,365,000 | 94 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,100,000 | 112 |
| 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 | $1,588,000 | 157 |
| Number of Managed Accounts | $1,336,000 | 146 |
| Number of Non-Managed Accounts | $252,000 | 121 |
| Total fiduciary and related assets | $3,210,345,000 | 120 |
| Managed Assets ($) | $1,955,764,000 | 123 |
| Non-managed Assets ($) | $1,254,581,000 | 94 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,881,000 | 114 |
| 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 | $1,531,000 | 159 |
| Number of Managed Accounts | $1,283,000 | 148 |
| Number of Non-Managed Accounts | $248,000 | 119 |
| Total fiduciary and related assets | $3,051,095,000 | 117 |
| Managed Assets ($) | $1,856,087,000 | 123 |
| Non-managed Assets ($) | $1,195,008,000 | 95 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,817,000 | 115 |
| 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 | $1,523,000 | 162 |
| Number of Managed Accounts | $1,257,000 | 153 |
| Number of Non-Managed Accounts | $266,000 | 133 |
| Total fiduciary and related assets | $3,005,312,000 | 120 |
| Managed Assets ($) | $1,785,236,000 | 125 |
| Non-managed Assets ($) | $1,220,076,000 | 94 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,243,000 | 118 |
| 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 | $1,448,000 | 162 |
| Number of Managed Accounts | $1,287,000 | 149 |
| Number of Non-Managed Accounts | $161,000 | 147 |
| Total fiduciary and related assets | $2,747,569,000 | 117 |
| Managed Assets ($) | $2,095,602,000 | 106 |
| Non-managed Assets ($) | $651,967,000 | 113 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,526,000 | 119 |
| 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 | $1,433,000 | 169 |
| Number of Managed Accounts | $1,274,000 | 153 |
| Number of Non-Managed Accounts | $159,000 | 157 |
| Total fiduciary and related assets | $2,609,375,000 | 120 |
| Managed Assets ($) | $1,997,486,000 | 109 |
| Non-managed Assets ($) | $611,889,000 | 113 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,371,000 | 120 |
| 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 | $1,418,000 | 168 |
| Number of Managed Accounts | $1,258,000 | 151 |
| Number of Non-Managed Accounts | $160,000 | 153 |
| Total fiduciary and related assets | $2,287,957,000 | 124 |
| Managed Assets ($) | $1,745,888,000 | 112 |
| Non-managed Assets ($) | $542,069,000 | 115 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,430,000 | 120 |
| 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 | $1,395,000 | 177 |
| Number of Managed Accounts | $1,249,000 | 157 |
| Number of Non-Managed Accounts | $146,000 | 211 |
| Total fiduciary and related assets | $2,597,021,000 | 121 |
| Managed Assets ($) | $2,013,215,000 | 110 |
| Non-managed Assets ($) | $583,806,000 | 119 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,500,000 | 120 |
| 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 | $1,323,000 | 175 |
| Number of Managed Accounts | $1,221,000 | 152 |
| Number of Non-Managed Accounts | $102,000 | 187 |
| Total fiduciary and related assets | $2,339,375,000 | 127 |
| Managed Assets ($) | $1,893,256,000 | 115 |
| Non-managed Assets ($) | $446,119,000 | 130 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,974,000 | 120 |
| 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 | $1,279,000 | 182 |
| Number of Managed Accounts | $1,207,000 | 157 |
| Number of Non-Managed Accounts | $72,000 | 222 |
| Total fiduciary and related assets | $2,084,335,000 | 137 |
| Managed Assets ($) | $1,830,227,000 | 117 |
| Non-managed Assets ($) | $254,108,000 | 157 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,656,000 | 121 |
| 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 | $1,249,000 | 185 |
| Number of Managed Accounts | $1,195,000 | 159 |
| Number of Non-Managed Accounts | $54,000 | 257 |
| Total fiduciary and related assets | $1,843,501,000 | 142 |
| Managed Assets ($) | $1,758,143,000 | 121 |
| Non-managed Assets ($) | $85,358,000 | 251 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,227,000 | 123 |
| 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 | $1,234,000 | 191 |
| Number of Managed Accounts | $1,183,000 | 162 |
| Number of Non-Managed Accounts | $51,000 | 407 |
| Total fiduciary and related assets | $1,683,007,000 | 145 |
| Managed Assets ($) | $1,623,869,000 | 118 |
| Non-managed Assets ($) | $59,138,000 | 315 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,166,000 | 118 |
| 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 | $1,237,000 | 184 |
| Number of Managed Accounts | $1,188,000 | 156 |
| Number of Non-Managed Accounts | $49,000 | 266 |
| Total fiduciary and related assets | $1,859,489,000 | 141 |
| Managed Assets ($) | $1,807,841,000 | 115 |
| Non-managed Assets ($) | $51,648,000 | 283 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,814,000 | 118 |
| 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 | $1,236,000 | 186 |
| Number of Managed Accounts | $1,200,000 | 155 |
| Number of Non-Managed Accounts | $36,000 | 288 |
| Total fiduciary and related assets | $1,747,638,000 | 145 |
| Managed Assets ($) | $1,701,772,000 | 118 |
| Non-managed Assets ($) | $45,866,000 | 291 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,450,000 | 121 |
| 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 | $1,225,000 | 188 |
| Number of Managed Accounts | $1,190,000 | 155 |
| Number of Non-Managed Accounts | $35,000 | 298 |
| Total fiduciary and related assets | $1,731,904,000 | 146 |
| Managed Assets ($) | $1,683,765,000 | 118 |
| Non-managed Assets ($) | $48,139,000 | 287 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,245,000 | 120 |
| 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 | $1,227,000 | 192 |
| Number of Managed Accounts | $1,196,000 | 155 |
| Number of Non-Managed Accounts | $31,000 | 513 |
| Total fiduciary and related assets | $1,728,082,000 | 147 |
| Managed Assets ($) | $1,682,394,000 | 116 |
| Non-managed Assets ($) | $45,688,000 | 344 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,414,000 | 115 |
| 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 | $1,197,000 | 188 |
| Number of Managed Accounts | $1,173,000 | 156 |
| Number of Non-Managed Accounts | $24,000 | 312 |
| Total fiduciary and related assets | $1,627,829,000 | 154 |
| Managed Assets ($) | $1,584,500,000 | 119 |
| Non-managed Assets ($) | $43,329,000 | 290 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,066,000 | 115 |
| 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 | $1,205,000 | 186 |
| Number of Managed Accounts | $1,173,000 | 154 |
| Number of Non-Managed Accounts | $32,000 | 295 |
| Total fiduciary and related assets | $1,533,329,000 | 150 |
| Managed Assets ($) | $1,490,095,000 | 118 |
| Non-managed Assets ($) | $43,234,000 | 288 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,006,000 | 116 |
| 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 | $1,190,000 | 183 |
| Number of Managed Accounts | $1,173,000 | 155 |
| Number of Non-Managed Accounts | $17,000 | 328 |
| Total fiduciary and related assets | $1,551,818,000 | 146 |
| Managed Assets ($) | $1,523,099,000 | 115 |
| Non-managed Assets ($) | $28,719,000 | 304 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,914,000 | 118 |
| 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 | $1,177,000 | 186 |
| Number of Managed Accounts | $1,163,000 | 154 |
| Number of Non-Managed Accounts | $14,000 | 672 |
| Total fiduciary and related assets | $1,494,604,000 | 144 |
| Managed Assets ($) | $1,468,264,000 | 115 |
| Non-managed Assets ($) | $26,340,000 | 418 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,555,000 | 138 |
| 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 | $1,170,000 | 183 |
| Number of Managed Accounts | $1,156,000 | 154 |
| Number of Non-Managed Accounts | $14,000 | 342 |
| Total fiduciary and related assets | $1,472,255,000 | 145 |
| Managed Assets ($) | $1,445,931,000 | 116 |
| Non-managed Assets ($) | $26,324,000 | 315 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,400,000 | 136 |
| 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 | $1,167,000 | 190 |
| Number of Managed Accounts | $1,152,000 | 157 |
| Number of Non-Managed Accounts | $15,000 | 341 |
| Total fiduciary and related assets | $1,422,688,000 | 146 |
| Managed Assets ($) | $1,396,446,000 | 117 |
| Non-managed Assets ($) | $26,242,000 | 317 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,179,000 | 141 |
| 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 | $1,176,000 | 184 |
| Number of Managed Accounts | $1,162,000 | 155 |
| Number of Non-Managed Accounts | $14,000 | 344 |
| Total fiduciary and related assets | $1,402,360,000 | 146 |
| Managed Assets ($) | $1,376,933,000 | 119 |
| Non-managed Assets ($) | $25,427,000 | 318 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,101,000 | 133 |
| 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 | $1,167,000 | 194 |
| Number of Managed Accounts | $1,154,000 | 156 |
| Number of Non-Managed Accounts | $13,000 | 715 |
| Total fiduciary and related assets | $1,417,376,000 | 146 |
| Managed Assets ($) | $1,393,221,000 | 117 |
| Non-managed Assets ($) | $24,155,000 | 430 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,342,000 | 142 |
| 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 | $1,161,000 | 185 |
| Number of Managed Accounts | $1,147,000 | 152 |
| Number of Non-Managed Accounts | $14,000 | 343 |
| Total fiduciary and related assets | $1,386,874,000 | 147 |
| Managed Assets ($) | $1,362,516,000 | 117 |
| Non-managed Assets ($) | $24,358,000 | 320 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,246,000 | 144 |
| 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 | $1,171,000 | 188 |
| Number of Managed Accounts | $1,158,000 | 153 |
| Number of Non-Managed Accounts | $13,000 | 351 |
| Total fiduciary and related assets | $1,464,941,000 | 146 |
| Managed Assets ($) | $1,437,410,000 | 116 |
| Non-managed Assets ($) | $27,531,000 | 320 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,130,000 | 150 |
| 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 | $1,145,000 | 188 |
| Number of Managed Accounts | $1,131,000 | 153 |
| Number of Non-Managed Accounts | $14,000 | 352 |
| Total fiduciary and related assets | $1,455,802,000 | 146 |
| Managed Assets ($) | $1,427,596,000 | 114 |
| Non-managed Assets ($) | $28,206,000 | 319 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,024,000 | 148 |
| 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 | $1,135,000 | 195 |
| Number of Managed Accounts | $1,123,000 | 154 |
| Number of Non-Managed Accounts | $12,000 | 777 |
| Total fiduciary and related assets | $1,414,377,000 | 147 |
| Managed Assets ($) | $1,399,622,000 | 115 |
| Non-managed Assets ($) | $14,755,000 | 536 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,090,000 | 145 |
| 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 | $1,138,000 | 188 |
| Number of Managed Accounts | $1,124,000 | 153 |
| Number of Non-Managed Accounts | $14,000 | 351 |
| Total fiduciary and related assets | $1,388,374,000 | 148 |
| Managed Assets ($) | $1,359,567,000 | 114 |
| Non-managed Assets ($) | $28,807,000 | 312 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,957,000 | 144 |
| 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 | $1,108,000 | 192 |
| Number of Managed Accounts | $1,093,000 | 156 |
| Number of Non-Managed Accounts | $15,000 | 343 |
| Total fiduciary and related assets | $1,386,456,000 | 146 |
| Managed Assets ($) | $1,357,440,000 | 115 |
| Non-managed Assets ($) | $29,016,000 | 310 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,974,000 | 143 |
| 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 | $1,092,000 | 200 |
| Number of Managed Accounts | $1,076,000 | 158 |
| Number of Non-Managed Accounts | $16,000 | 347 |
| Total fiduciary and related assets | $1,359,311,000 | 147 |
| Managed Assets ($) | $1,329,598,000 | 116 |
| Non-managed Assets ($) | $29,713,000 | 314 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,944,000 | 143 |
| 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 | $1,075,000 | 206 |
| Number of Managed Accounts | $1,060,000 | 158 |
| Number of Non-Managed Accounts | $15,000 | 741 |
| Total fiduciary and related assets | $1,382,908,000 | 146 |
| Managed Assets ($) | $1,299,502,000 | 118 |
| Non-managed Assets ($) | $83,406,000 | 262 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,152,000 | 146 |
| 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 | $1,059,000 | 196 |
| Number of Managed Accounts | $1,041,000 | 156 |
| Number of Non-Managed Accounts | $18,000 | 327 |
| Total fiduciary and related assets | $1,294,211,000 | 144 |
| Managed Assets ($) | $1,212,731,000 | 117 |
| Non-managed Assets ($) | $81,480,000 | 240 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,179,000 | 146 |
| 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 | $1,063,000 | 191 |
| Number of Managed Accounts | $1,042,000 | 149 |
| Number of Non-Managed Accounts | $21,000 | 321 |
| Total fiduciary and related assets | $1,235,554,000 | 147 |
| Managed Assets ($) | $1,150,677,000 | 117 |
| Non-managed Assets ($) | $84,877,000 | 235 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,440,000 | 147 |
| 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 | $1,065,000 | 198 |
| Number of Managed Accounts | $1,042,000 | 151 |
| Number of Non-Managed Accounts | $23,000 | 318 |
| Total fiduciary and related assets | $1,247,525,000 | 147 |
| Managed Assets ($) | $1,168,510,000 | 115 |
| Non-managed Assets ($) | $79,015,000 | 245 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,654,000 | 151 |
| 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 | $1,070,000 | 201 |
| Number of Managed Accounts | $1,044,000 | 151 |
| Number of Non-Managed Accounts | $26,000 | 646 |
| Total fiduciary and related assets | $1,145,979,000 | 149 |
| Managed Assets ($) | $1,059,488,000 | 120 |
| Non-managed Assets ($) | $86,491,000 | 253 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,459,000 | 148 |
| 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 | $1,065,000 | 187 |
| Number of Managed Accounts | $1,042,000 | 148 |
| Number of Non-Managed Accounts | $23,000 | 305 |
| Total fiduciary and related assets | $1,149,074,000 | 148 |
| Managed Assets ($) | $1,067,773,000 | 120 |
| Non-managed Assets ($) | $81,301,000 | 230 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,803,000 | 148 |
| 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 | $1,076,000 | 187 |
| Number of Managed Accounts | $1,050,000 | 147 |
| Number of Non-Managed Accounts | $26,000 | 300 |
| Total fiduciary and related assets | $1,120,600,000 | 149 |
| Managed Assets ($) | $1,036,933,000 | 118 |
| Non-managed Assets ($) | $83,667,000 | 228 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,197,000 | 150 |
| 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 | $1,071,000 | 190 |
| Number of Managed Accounts | $1,048,000 | 145 |
| Number of Non-Managed Accounts | $23,000 | 301 |
| Total fiduciary and related assets | $1,145,154,000 | 147 |
| Managed Assets ($) | $1,070,280,000 | 116 |
| Non-managed Assets ($) | $74,874,000 | 227 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,542,000 | 152 |
| 2011-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,060,000 | 201 |
| Number of Managed Accounts | $1,039,000 | 146 |
| Number of Non-Managed Accounts | $21,000 | 707 |
| Total fiduciary and related assets | $1,051,863,000 | 146 |
| Managed Assets ($) | $979,286,000 | 118 |
| Non-managed Assets ($) | $72,577,000 | 260 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,165,000 | 132 |
| 2011-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,021,000 | 196 |
| Number of Managed Accounts | $998,000 | 151 |
| Number of Non-Managed Accounts | $23,000 | 318 |
| Total fiduciary and related assets | $980,388,000 | 152 |
| Managed Assets ($) | $898,499,000 | 123 |
| Non-managed Assets ($) | $81,889,000 | 219 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,668,000 | 131 |
| 2011-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,015,000 | 199 |
| Number of Managed Accounts | $995,000 | 152 |
| Number of Non-Managed Accounts | $20,000 | 327 |
| Total fiduciary and related assets | $1,069,471,000 | 151 |
| Managed Assets ($) | $986,797,000 | 125 |
| Non-managed Assets ($) | $82,674,000 | 226 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,139,000 | 132 |
| 2011-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,103,000 | 186 |
| Number of Managed Accounts | $993,000 | 148 |
| Number of Non-Managed Accounts | $110,000 | 203 |
| Total fiduciary and related assets | $1,085,833,000 | 151 |
| Managed Assets ($) | $973,013,000 | 125 |
| Non-managed Assets ($) | $112,820,000 | 205 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,538,000 | 130 |
| 2010-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,094,000 | 201 |
| Number of Managed Accounts | $987,000 | 154 |
| Number of Non-Managed Accounts | $107,000 | 319 |
| Total fiduciary and related assets | $1,029,857,000 | 152 |
| Managed Assets ($) | $918,688,000 | 128 |
| Non-managed Assets ($) | $111,169,000 | 218 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,804,000 | 131 |
| 2010-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,049,000 | 197 |
| Number of Managed Accounts | $973,000 | 148 |
| Number of Non-Managed Accounts | $76,000 | 226 |
| Total fiduciary and related assets | $942,080,000 | 157 |
| Managed Assets ($) | $847,413,000 | 131 |
| Non-managed Assets ($) | $94,667,000 | 212 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,355,000 | 132 |
| 2010-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,045,000 | 196 |
| Number of Managed Accounts | $967,000 | 146 |
| Number of Non-Managed Accounts | $78,000 | 228 |
| Total fiduciary and related assets | $886,075,000 | 156 |
| Managed Assets ($) | $789,115,000 | 129 |
| Non-managed Assets ($) | $96,960,000 | 212 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,945,000 | 131 |
| 2010-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,054,000 | 196 |
| Number of Managed Accounts | $976,000 | 148 |
| Number of Non-Managed Accounts | $78,000 | 226 |
| Total fiduciary and related assets | $964,976,000 | 152 |
| Managed Assets ($) | $867,586,000 | 127 |
| Non-managed Assets ($) | $97,390,000 | 217 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,445,000 | 133 |
| 2009-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,008,000 | 221 |
| Number of Managed Accounts | $976,000 | 154 |
| Number of Non-Managed Accounts | $32,000 | 647 |
| Total fiduciary and related assets | $960,132,000 | 154 |
| Managed Assets ($) | $878,654,000 | 126 |
| Non-managed Assets ($) | $81,478,000 | 251 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,679,000 | 132 |
| 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 | $971,000 | 211 |
| Number of Managed Accounts | $940,000 | 160 |
| Number of Non-Managed Accounts | $31,000 | 290 |
| Total fiduciary and related assets | $898,583,000 | 162 |
| Managed Assets ($) | $787,788,000 | 134 |
| Non-managed Assets ($) | $110,795,000 | 204 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,198,000 | 133 |
| 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 | $979,000 | 211 |
| Number of Managed Accounts | $947,000 | 163 |
| Number of Non-Managed Accounts | $32,000 | 295 |
| Total fiduciary and related assets | $829,776,000 | 168 |
| Managed Assets ($) | $727,777,000 | 137 |
| Non-managed Assets ($) | $101,999,000 | 204 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,799,000 | 135 |
| 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 | $985,000 | 213 |
| Number of Managed Accounts | $956,000 | 161 |
| Number of Non-Managed Accounts | $29,000 | 300 |
| Total fiduciary and related assets | $793,493,000 | 170 |
| Managed Assets ($) | $691,713,000 | 139 |
| Non-managed Assets ($) | $101,780,000 | 199 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,398,000 | 129 |
| 2008-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,010,000 | 230 |
| Number of Managed Accounts | $980,000 | 161 |
| Number of Non-Managed Accounts | $30,000 | 668 |
| Total fiduciary and related assets | $856,657,000 | 171 |
| Managed Assets ($) | $737,801,000 | 140 |
| Non-managed Assets ($) | $118,856,000 | 208 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,157,000 | 136 |
| 2008-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,008,000 | 211 |
| Number of Managed Accounts | $969,000 | 161 |
| Number of Non-Managed Accounts | $39,000 | 297 |
| Total fiduciary and related assets | $959,324,000 | 169 |
| Managed Assets ($) | $817,932,000 | 140 |
| Non-managed Assets ($) | $141,392,000 | 195 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,738,000 | 138 |
| 2008-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,004,000 | 220 |
| Number of Managed Accounts | $962,000 | 164 |
| Number of Non-Managed Accounts | $42,000 | 291 |
| Total fiduciary and related assets | $1,020,090,000 | 171 |
| Managed Assets ($) | $867,851,000 | 141 |
| Non-managed Assets ($) | $152,239,000 | 195 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,207,000 | 139 |
| 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 | $1,028,000 | 212 |
| Number of Managed Accounts | $975,000 | 164 |
| Number of Non-Managed Accounts | $53,000 | 279 |
| Total fiduciary and related assets | $1,057,516,000 | 175 |
| Managed Assets ($) | $900,022,000 | 140 |
| Non-managed Assets ($) | $157,494,000 | 195 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,540,000 | 137 |
| 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 | $1,036,000 | 216 |
| Number of Managed Accounts | $981,000 | 163 |
| Number of Non-Managed Accounts | $55,000 | 530 |
| Total fiduciary and related assets | $1,097,373,000 | 173 |
| Managed Assets ($) | $941,447,000 | 138 |
| Non-managed Assets ($) | $155,926,000 | 205 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,430,000 | 133 |
| 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 | $1,020,000 | 199 |
| Number of Managed Accounts | $974,000 | 158 |
| Number of Non-Managed Accounts | $46,000 | 275 |
| Total fiduciary and related assets | $1,124,634,000 | 168 |
| Managed Assets ($) | $964,849,000 | 139 |
| Non-managed Assets ($) | $159,785,000 | 197 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,758,000 | 134 |
| 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 | $1,030,000 | 198 |
| Number of Managed Accounts | $974,000 | 159 |
| Number of Non-Managed Accounts | $56,000 | 272 |
| Total fiduciary and related assets | $1,107,590,000 | 177 |
| Managed Assets ($) | $951,133,000 | 141 |
| Non-managed Assets ($) | $156,457,000 | 200 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,112,000 | 140 |
| 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 | $1,042,000 | 195 |
| Number of Managed Accounts | $989,000 | 153 |
| Number of Non-Managed Accounts | $53,000 | 274 |
| Total fiduciary and related assets | $1,092,300,000 | 173 |
| Managed Assets ($) | $938,171,000 | 141 |
| Non-managed Assets ($) | $154,129,000 | 200 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,526,000 | 139 |
| 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 | $1,030,000 | 212 |
| Number of Managed Accounts | $982,000 | 161 |
| Number of Non-Managed Accounts | $48,000 | 567 |
| Total fiduciary and related assets | $1,068,945,000 | 174 |
| Managed Assets ($) | $919,110,000 | 140 |
| Non-managed Assets ($) | $149,835,000 | 205 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,187,000 | 135 |
| 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 | $983,000 | 203 |
| Number of Managed Accounts | $931,000 | 164 |
| Number of Non-Managed Accounts | $52,000 | 280 |
| Total fiduciary and related assets | $1,050,609,000 | 180 |
| Managed Assets ($) | $914,400,000 | 143 |
| Non-managed Assets ($) | $136,209,000 | 215 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,545,000 | 142 |
| 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 | $1,034,000 | 203 |
| Number of Managed Accounts | $983,000 | 165 |
| Number of Non-Managed Accounts | $51,000 | 290 |
| Total fiduciary and related assets | $979,125,000 | 190 |
| Managed Assets ($) | $822,681,000 | 156 |
| Non-managed Assets ($) | $156,444,000 | 213 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,928,000 | 151 |
| 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 | $1,016,000 | 203 |
| Number of Managed Accounts | $909,000 | 175 |
| Number of Non-Managed Accounts | $107,000 | 237 |
| Total fiduciary and related assets | $1,041,804,000 | 185 |
| Managed Assets ($) | $794,483,000 | 158 |
| Non-managed Assets ($) | $247,321,000 | 180 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,462,000 | 148 |
| 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 | $1,007,000 | 223 |
| Number of Managed Accounts | $899,000 | 180 |
| Number of Non-Managed Accounts | $108,000 | 359 |
| Total fiduciary and related assets | $1,001,681,000 | 186 |
| Managed Assets ($) | $758,206,000 | 163 |
| Non-managed Assets ($) | $243,475,000 | 182 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,466,000 | 152 |
| 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 | $1,015,000 | 193 |
| Number of Managed Accounts | $906,000 | 171 |
| Number of Non-Managed Accounts | $109,000 | 235 |
| Total fiduciary and related assets | $983,601,000 | 184 |
| Managed Assets ($) | $746,180,000 | 162 |
| Non-managed Assets ($) | $237,421,000 | 180 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,046,000 | 151 |
| 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 | $1,067,000 | 191 |
| Number of Managed Accounts | $957,000 | 159 |
| Number of Non-Managed Accounts | $110,000 | 238 |
| Total fiduciary and related assets | $1,037,891,000 | 174 |
| Managed Assets ($) | $804,649,000 | 150 |
| Non-managed Assets ($) | $233,242,000 | 178 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,662,000 | 153 |
| 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 | $1,062,000 | 193 |
| Number of Managed Accounts | $952,000 | 161 |
| Number of Non-Managed Accounts | $110,000 | 242 |
| Total fiduciary and related assets | $1,041,342,000 | 176 |
| Managed Assets ($) | $810,500,000 | 149 |
| Non-managed Assets ($) | $230,842,000 | 182 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,409,000 | 151 |
| 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 | $1,118,000 | 199 |
| Number of Managed Accounts | $986,000 | 157 |
| Number of Non-Managed Accounts | $132,000 | 340 |
| Total fiduciary and related assets | $963,795,000 | 183 |
| Managed Assets ($) | $728,750,000 | 157 |
| Non-managed Assets ($) | $235,045,000 | 185 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,580,000 | 144 |
| 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 | $1,092,000 | 190 |
| Number of Managed Accounts | $980,000 | 154 |
| Number of Non-Managed Accounts | $112,000 | 243 |
| Total fiduciary and related assets | $917,699,000 | 183 |
| Managed Assets ($) | $707,187,000 | 152 |
| Non-managed Assets ($) | $210,512,000 | 190 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,186,000 | 141 |
| 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 | $1,102,000 | 190 |
| Number of Managed Accounts | $995,000 | 156 |
| Number of Non-Managed Accounts | $107,000 | 256 |
| Total fiduciary and related assets | $940,952,000 | 181 |
| Managed Assets ($) | $727,025,000 | 147 |
| Non-managed Assets ($) | $213,927,000 | 188 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,719,000 | 147 |
| 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 | $1,159,000 | 185 |
| Number of Managed Accounts | $1,053,000 | 151 |
| Number of Non-Managed Accounts | $106,000 | 256 |
| Total fiduciary and related assets | $915,574,000 | 185 |
| Managed Assets ($) | $732,772,000 | 149 |
| Non-managed Assets ($) | $182,802,000 | 198 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,382,000 | 145 |
| 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 | $1,188,000 | 197 |
| Number of Managed Accounts | $1,070,000 | 155 |
| Number of Non-Managed Accounts | $118,000 | 394 |
| Total fiduciary and related assets | $943,453,000 | 184 |
| Managed Assets ($) | $715,892,000 | 156 |
| Non-managed Assets ($) | $227,561,000 | 192 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,194,000 | 149 |
| 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 | $1,190,000 | 190 |
| Number of Managed Accounts | $1,071,000 | 153 |
| Number of Non-Managed Accounts | $119,000 | 260 |
| Total fiduciary and related assets | $894,786,000 | 192 |
| Managed Assets ($) | $669,930,000 | 166 |
| Non-managed Assets ($) | $224,856,000 | 186 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,860,000 | 157 |
| 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 | $1,268,000 | 184 |
| Number of Managed Accounts | $1,131,000 | 152 |
| Number of Non-Managed Accounts | $137,000 | 253 |
| Total fiduciary and related assets | $825,450,000 | 203 |
| Managed Assets ($) | $646,799,000 | 170 |
| Non-managed Assets ($) | $178,651,000 | 207 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,530,000 | 162 |
| 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 | $1,271,000 | 188 |
| Number of Managed Accounts | $1,134,000 | 155 |
| Number of Non-Managed Accounts | $137,000 | 255 |
| Total fiduciary and related assets | $791,539,000 | 210 |
| Managed Assets ($) | $624,426,000 | 174 |
| Non-managed Assets ($) | $167,113,000 | 218 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,257,000 | 168 |
| 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 | $1,314,000 | 194 |
| Number of Managed Accounts | $1,175,000 | 157 |
| Number of Non-Managed Accounts | $139,000 | 355 |
| Total fiduciary and related assets | $792,727,000 | 211 |
| Managed Assets ($) | $625,105,000 | 173 |
| Non-managed Assets ($) | $167,622,000 | 218 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,556,000 | 153 |
| 2001-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 2 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,327,000 | 176 |
| Number of Managed Accounts | $1,199,000 | 140 |
| Number of Non-Managed Accounts | $128,000 | 362 |
| Total fiduciary and related assets | $1,021,867,000 | 169 |
| Managed Assets ($) | $795,306,000 | 142 |
| Non-managed Assets ($) | $226,561,000 | 182 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,658,000 | 151 |
| 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 | $5,519,000 | 156 |
| 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 | $4,879,000 | 194 |
| 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 | $4,050,000 | 217 |
| 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 | $3,149,000 | 259 |
| 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 | $2,401,000 | 322 |
| 1995-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,894,000 | 385 |
| 1994-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,705,000 | 403 |
| 1993-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,669,000 | 420 |
| 1992-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,463,000 | 447 |