Home > First Bank > Fiduciary and Related Services
First Bank, 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 | $832,000 | 277 |
| Number of Managed Accounts | $805,000 | 242 |
| Number of Non-Managed Accounts | $27,000 | 483 |
| Total fiduciary and related assets | $1,280,742,000 | 219 |
| Managed Assets ($) | $930,122,000 | 220 |
| Non-managed Assets ($) | $350,620,000 | 174 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,335,000 | 236 |
| 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 | $802,000 | 253 |
| Number of Managed Accounts | $738,000 | 232 |
| Number of Non-Managed Accounts | $64,000 | 234 |
| Total fiduciary and related assets | $1,192,844,000 | 221 |
| Managed Assets ($) | $862,919,000 | 218 |
| Non-managed Assets ($) | $329,925,000 | 166 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,661,000 | 238 |
| 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 | $787,000 | 272 |
| Number of Managed Accounts | $726,000 | 249 |
| Number of Non-Managed Accounts | $61,000 | 263 |
| Total fiduciary and related assets | $1,203,640,000 | 216 |
| Managed Assets ($) | $862,229,000 | 219 |
| Non-managed Assets ($) | $341,411,000 | 167 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,162,000 | 230 |
| 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 | $779,000 | 262 |
| Number of Managed Accounts | $717,000 | 239 |
| Number of Non-Managed Accounts | $62,000 | 241 |
| Total fiduciary and related assets | $1,185,961,000 | 227 |
| Managed Assets ($) | $846,525,000 | 230 |
| Non-managed Assets ($) | $339,436,000 | 170 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,433,000 | 249 |
| 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 | $766,000 | 290 |
| Number of Managed Accounts | $702,000 | 269 |
| Number of Non-Managed Accounts | $64,000 | 341 |
| Total fiduciary and related assets | $1,128,103,000 | 231 |
| Managed Assets ($) | $774,919,000 | 238 |
| Non-managed Assets ($) | $353,184,000 | 168 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,687,000 | 253 |
| 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 | $733,000 | 272 |
| Number of Managed Accounts | $671,000 | 252 |
| Number of Non-Managed Accounts | $62,000 | 240 |
| Total fiduciary and related assets | $940,023,000 | 242 |
| Managed Assets ($) | $620,644,000 | 256 |
| Non-managed Assets ($) | $319,379,000 | 171 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,380,000 | 252 |
| 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 | $709,000 | 262 |
| Number of Managed Accounts | $647,000 | 249 |
| Number of Non-Managed Accounts | $62,000 | 240 |
| Total fiduciary and related assets | $989,829,000 | 209 |
| Managed Assets ($) | $649,771,000 | 228 |
| Non-managed Assets ($) | $340,058,000 | 139 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,020,000 | 215 |
| 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 | $718,000 | 244 |
| Number of Managed Accounts | $652,000 | 234 |
| Number of Non-Managed Accounts | $66,000 | 212 |
| Total fiduciary and related assets | $1,066,922,000 | 212 |
| Managed Assets ($) | $676,588,000 | 226 |
| Non-managed Assets ($) | $390,334,000 | 135 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,492,000 | 222 |
| 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 | $735,000 | 270 |
| Number of Managed Accounts | $669,000 | 252 |
| Number of Non-Managed Accounts | $66,000 | 313 |
| Total fiduciary and related assets | $1,125,831,000 | 215 |
| Managed Assets ($) | $698,914,000 | 235 |
| Non-managed Assets ($) | $426,917,000 | 140 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,724,000 | 219 |
| 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 | $722,000 | 246 |
| Number of Managed Accounts | $658,000 | 235 |
| Number of Non-Managed Accounts | $64,000 | 220 |
| Total fiduciary and related assets | $1,090,037,000 | 211 |
| Managed Assets ($) | $675,811,000 | 227 |
| Non-managed Assets ($) | $414,226,000 | 138 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,237,000 | 221 |
| 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 | $698,000 | 266 |
| Number of Managed Accounts | $634,000 | 256 |
| Number of Non-Managed Accounts | $64,000 | 236 |
| Total fiduciary and related assets | $1,056,505,000 | 218 |
| Managed Assets ($) | $648,094,000 | 236 |
| Non-managed Assets ($) | $408,411,000 | 140 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,765,000 | 221 |
| 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 | $704,000 | 250 |
| Number of Managed Accounts | $638,000 | 239 |
| Number of Non-Managed Accounts | $66,000 | 216 |
| Total fiduciary and related assets | $1,029,219,000 | 217 |
| Managed Assets ($) | $625,980,000 | 229 |
| Non-managed Assets ($) | $403,239,000 | 137 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,367,000 | 221 |
| 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 | $705,000 | 274 |
| Number of Managed Accounts | $634,000 | 257 |
| Number of Non-Managed Accounts | $71,000 | 310 |
| Total fiduciary and related assets | $990,508,000 | 219 |
| Managed Assets ($) | $599,168,000 | 237 |
| Non-managed Assets ($) | $391,340,000 | 139 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,419,000 | 213 |
| 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 | $719,000 | 244 |
| Number of Managed Accounts | $656,000 | 231 |
| Number of Non-Managed Accounts | $63,000 | 223 |
| Total fiduciary and related assets | $903,913,000 | 214 |
| Managed Assets ($) | $553,409,000 | 229 |
| Non-managed Assets ($) | $350,504,000 | 138 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,195,000 | 205 |
| 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 | $721,000 | 260 |
| Number of Managed Accounts | $655,000 | 246 |
| Number of Non-Managed Accounts | $66,000 | 233 |
| Total fiduciary and related assets | $920,733,000 | 211 |
| Managed Assets ($) | $586,574,000 | 231 |
| Non-managed Assets ($) | $334,159,000 | 145 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,749,000 | 205 |
| 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 | $734,000 | 242 |
| Number of Managed Accounts | $671,000 | 228 |
| Number of Non-Managed Accounts | $63,000 | 224 |
| Total fiduciary and related assets | $814,292,000 | 212 |
| Managed Assets ($) | $543,389,000 | 221 |
| Non-managed Assets ($) | $270,903,000 | 153 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,417,000 | 204 |
| 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 | $722,000 | 269 |
| Number of Managed Accounts | $659,000 | 247 |
| Number of Non-Managed Accounts | $63,000 | 348 |
| Total fiduciary and related assets | $938,713,000 | 211 |
| Managed Assets ($) | $610,662,000 | 230 |
| Non-managed Assets ($) | $328,051,000 | 148 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,287,000 | 213 |
| 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 | $703,000 | 247 |
| Number of Managed Accounts | $640,000 | 231 |
| Number of Non-Managed Accounts | $63,000 | 225 |
| Total fiduciary and related assets | $917,837,000 | 208 |
| Managed Assets ($) | $606,030,000 | 226 |
| Non-managed Assets ($) | $311,807,000 | 144 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,924,000 | 210 |
| 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 | $686,000 | 262 |
| Number of Managed Accounts | $625,000 | 243 |
| Number of Non-Managed Accounts | $61,000 | 239 |
| Total fiduciary and related assets | $878,515,000 | 211 |
| Managed Assets ($) | $566,173,000 | 234 |
| Non-managed Assets ($) | $312,342,000 | 144 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,621,000 | 211 |
| 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 | $694,000 | 261 |
| Number of Managed Accounts | $632,000 | 243 |
| Number of Non-Managed Accounts | $62,000 | 240 |
| Total fiduciary and related assets | $876,771,000 | 208 |
| Managed Assets ($) | $574,495,000 | 230 |
| Non-managed Assets ($) | $302,276,000 | 146 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,256,000 | 217 |
| 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 | $697,000 | 277 |
| Number of Managed Accounts | $637,000 | 248 |
| Number of Non-Managed Accounts | $60,000 | 360 |
| Total fiduciary and related assets | $833,444,000 | 210 |
| Managed Assets ($) | $556,375,000 | 225 |
| Non-managed Assets ($) | $277,069,000 | 151 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,107,000 | 215 |
| 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 | $693,000 | 264 |
| Number of Managed Accounts | $638,000 | 240 |
| Number of Non-Managed Accounts | $55,000 | 258 |
| Total fiduciary and related assets | $862,052,000 | 214 |
| Managed Assets ($) | $590,715,000 | 222 |
| Non-managed Assets ($) | $271,337,000 | 160 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,853,000 | 214 |
| 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 | $694,000 | 265 |
| Number of Managed Accounts | $637,000 | 245 |
| Number of Non-Managed Accounts | $57,000 | 253 |
| Total fiduciary and related assets | $829,153,000 | 217 |
| Managed Assets ($) | $556,346,000 | 226 |
| Non-managed Assets ($) | $272,807,000 | 160 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,570,000 | 214 |
| 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 | $676,000 | 273 |
| Number of Managed Accounts | $621,000 | 248 |
| Number of Non-Managed Accounts | $55,000 | 261 |
| Total fiduciary and related assets | $768,678,000 | 221 |
| Managed Assets ($) | $500,595,000 | 235 |
| Non-managed Assets ($) | $268,083,000 | 164 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,198,000 | 223 |
| 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 | $662,000 | 294 |
| Number of Managed Accounts | $605,000 | 260 |
| Number of Non-Managed Accounts | $57,000 | 380 |
| Total fiduciary and related assets | $768,561,000 | 223 |
| Managed Assets ($) | $499,134,000 | 234 |
| Non-managed Assets ($) | $269,427,000 | 163 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,486,000 | 222 |
| 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 | $663,000 | 272 |
| Number of Managed Accounts | $604,000 | 249 |
| Number of Non-Managed Accounts | $59,000 | 246 |
| Total fiduciary and related assets | $787,296,000 | 218 |
| Managed Assets ($) | $472,919,000 | 243 |
| Non-managed Assets ($) | $314,377,000 | 152 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,265,000 | 224 |
| 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 | $644,000 | 275 |
| Number of Managed Accounts | $586,000 | 254 |
| Number of Non-Managed Accounts | $58,000 | 250 |
| Total fiduciary and related assets | $728,150,000 | 223 |
| Managed Assets ($) | $432,647,000 | 255 |
| Non-managed Assets ($) | $295,503,000 | 153 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,167,000 | 227 |
| 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 | $652,000 | 274 |
| Number of Managed Accounts | $593,000 | 252 |
| Number of Non-Managed Accounts | $59,000 | 248 |
| Total fiduciary and related assets | $715,370,000 | 225 |
| Managed Assets ($) | $424,849,000 | 257 |
| Non-managed Assets ($) | $290,521,000 | 152 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,090,000 | 228 |
| 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 | $652,000 | 293 |
| Number of Managed Accounts | $590,000 | 264 |
| Number of Non-Managed Accounts | $62,000 | 378 |
| Total fiduciary and related assets | $699,462,000 | 224 |
| Managed Assets ($) | $422,470,000 | 254 |
| Non-managed Assets ($) | $276,992,000 | 149 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,946,000 | 228 |
| 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 | $648,000 | 276 |
| Number of Managed Accounts | $584,000 | 257 |
| Number of Non-Managed Accounts | $64,000 | 244 |
| Total fiduciary and related assets | $671,980,000 | 230 |
| Managed Assets ($) | $404,848,000 | 256 |
| Non-managed Assets ($) | $267,132,000 | 152 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,937,000 | 228 |
| 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 | $634,000 | 281 |
| Number of Managed Accounts | $570,000 | 257 |
| Number of Non-Managed Accounts | $64,000 | 244 |
| Total fiduciary and related assets | $638,890,000 | 239 |
| Managed Assets ($) | $382,383,000 | 266 |
| Non-managed Assets ($) | $256,507,000 | 153 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,954,000 | 231 |
| 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 | $622,000 | 283 |
| Number of Managed Accounts | $556,000 | 258 |
| Number of Non-Managed Accounts | $66,000 | 240 |
| Total fiduciary and related assets | $631,091,000 | 238 |
| Managed Assets ($) | $377,708,000 | 260 |
| Non-managed Assets ($) | $253,383,000 | 152 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,024,000 | 224 |
| 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 | $587,000 | 309 |
| Number of Managed Accounts | $523,000 | 271 |
| Number of Non-Managed Accounts | $64,000 | 379 |
| Total fiduciary and related assets | $615,656,000 | 239 |
| Managed Assets ($) | $359,039,000 | 269 |
| Non-managed Assets ($) | $256,617,000 | 151 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,741,000 | 237 |
| 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 | $579,000 | 287 |
| Number of Managed Accounts | $510,000 | 264 |
| Number of Non-Managed Accounts | $69,000 | 233 |
| Total fiduciary and related assets | $646,960,000 | 230 |
| Managed Assets ($) | $392,389,000 | 257 |
| Non-managed Assets ($) | $254,571,000 | 156 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,766,000 | 238 |
| 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 | $557,000 | 295 |
| Number of Managed Accounts | $483,000 | 273 |
| Number of Non-Managed Accounts | $74,000 | 230 |
| Total fiduciary and related assets | $747,252,000 | 218 |
| Managed Assets ($) | $472,688,000 | 239 |
| Non-managed Assets ($) | $274,564,000 | 150 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,795,000 | 245 |
| 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 | $550,000 | 299 |
| Number of Managed Accounts | $476,000 | 275 |
| Number of Non-Managed Accounts | $74,000 | 230 |
| Total fiduciary and related assets | $762,395,000 | 215 |
| Managed Assets ($) | $487,745,000 | 235 |
| Non-managed Assets ($) | $274,650,000 | 153 |
| Memoranda | ||
| Gross Fiduciary activities income | $915,000 | 245 |
| 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 | $544,000 | 337 |
| Number of Managed Accounts | $473,000 | 291 |
| Number of Non-Managed Accounts | $71,000 | 375 |
| Total fiduciary and related assets | $739,604,000 | 219 |
| Managed Assets ($) | $477,356,000 | 238 |
| Non-managed Assets ($) | $262,248,000 | 155 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,425,000 | 248 |
| 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 | $522,000 | 307 |
| Number of Managed Accounts | $454,000 | 278 |
| Number of Non-Managed Accounts | $68,000 | 246 |
| Total fiduciary and related assets | $729,959,000 | 219 |
| Managed Assets ($) | $470,527,000 | 238 |
| Non-managed Assets ($) | $259,432,000 | 154 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,521,000 | 252 |
| 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 | $508,000 | 310 |
| Number of Managed Accounts | $440,000 | 284 |
| Number of Non-Managed Accounts | $68,000 | 241 |
| Total fiduciary and related assets | $773,165,000 | 207 |
| Managed Assets ($) | $510,549,000 | 227 |
| Non-managed Assets ($) | $262,616,000 | 153 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,660,000 | 256 |
| 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 | $494,000 | 318 |
| Number of Managed Accounts | $423,000 | 290 |
| Number of Non-Managed Accounts | $71,000 | 238 |
| Total fiduciary and related assets | $739,880,000 | 208 |
| Managed Assets ($) | $488,361,000 | 228 |
| Non-managed Assets ($) | $251,519,000 | 157 |
| Memoranda | ||
| Gross Fiduciary activities income | $835,000 | 256 |
| 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 | $493,000 | 356 |
| Number of Managed Accounts | $424,000 | 306 |
| Number of Non-Managed Accounts | $69,000 | 389 |
| Total fiduciary and related assets | $731,208,000 | 207 |
| Managed Assets ($) | $490,284,000 | 224 |
| Non-managed Assets ($) | $240,924,000 | 158 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,293,000 | 243 |
| 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 | $492,000 | 309 |
| Number of Managed Accounts | $423,000 | 280 |
| Number of Non-Managed Accounts | $69,000 | 236 |
| Total fiduciary and related assets | $714,076,000 | 206 |
| Managed Assets ($) | $490,868,000 | 217 |
| Non-managed Assets ($) | $223,208,000 | 161 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,480,000 | 241 |
| 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 | $492,000 | 307 |
| Number of Managed Accounts | $422,000 | 280 |
| Number of Non-Managed Accounts | $70,000 | 238 |
| Total fiduciary and related assets | $700,044,000 | 200 |
| Managed Assets ($) | $486,962,000 | 210 |
| Non-managed Assets ($) | $213,082,000 | 170 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,625,000 | 242 |
| 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 | $483,000 | 313 |
| Number of Managed Accounts | $412,000 | 281 |
| Number of Non-Managed Accounts | $71,000 | 240 |
| Total fiduciary and related assets | $642,863,000 | 215 |
| Managed Assets ($) | $430,917,000 | 224 |
| Non-managed Assets ($) | $211,946,000 | 168 |
| Memoranda | ||
| Gross Fiduciary activities income | $824,000 | 240 |
| 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 | $477,000 | 365 |
| Number of Managed Accounts | $405,000 | 315 |
| Number of Non-Managed Accounts | $72,000 | 394 |
| Total fiduciary and related assets | $614,867,000 | 220 |
| Managed Assets ($) | $411,712,000 | 227 |
| Non-managed Assets ($) | $203,155,000 | 167 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,601,000 | 216 |
| 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 | $477,000 | 306 |
| Number of Managed Accounts | $403,000 | 280 |
| Number of Non-Managed Accounts | $74,000 | 226 |
| Total fiduciary and related assets | $610,437,000 | 219 |
| Managed Assets ($) | $405,678,000 | 226 |
| Non-managed Assets ($) | $204,759,000 | 160 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,758,000 | 211 |
| 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 | $482,000 | 306 |
| Number of Managed Accounts | $404,000 | 278 |
| Number of Non-Managed Accounts | $78,000 | 219 |
| Total fiduciary and related assets | $696,760,000 | 190 |
| Managed Assets ($) | $392,458,000 | 222 |
| Non-managed Assets ($) | $304,302,000 | 135 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,847,000 | 209 |
| 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 | $480,000 | 305 |
| Number of Managed Accounts | $401,000 | 277 |
| Number of Non-Managed Accounts | $79,000 | 216 |
| Total fiduciary and related assets | $736,046,000 | 190 |
| Managed Assets ($) | $426,959,000 | 218 |
| Non-managed Assets ($) | $309,087,000 | 132 |
| Memoranda | ||
| Gross Fiduciary activities income | $935,000 | 207 |
| 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 | $489,000 | 363 |
| Number of Managed Accounts | $403,000 | 322 |
| Number of Non-Managed Accounts | $86,000 | 348 |
| Total fiduciary and related assets | $705,074,000 | 187 |
| Managed Assets ($) | $419,377,000 | 215 |
| Non-managed Assets ($) | $285,697,000 | 136 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,683,000 | 171 |
| 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 | $503,000 | 299 |
| Number of Managed Accounts | $416,000 | 273 |
| Number of Non-Managed Accounts | $87,000 | 211 |
| Total fiduciary and related assets | $695,887,000 | 187 |
| Managed Assets ($) | $419,095,000 | 206 |
| Non-managed Assets ($) | $276,792,000 | 131 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,839,000 | 171 |
| 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 | $498,000 | 301 |
| Number of Managed Accounts | $404,000 | 281 |
| Number of Non-Managed Accounts | $94,000 | 209 |
| Total fiduciary and related assets | $741,095,000 | 187 |
| Managed Assets ($) | $432,004,000 | 211 |
| Non-managed Assets ($) | $309,091,000 | 127 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,911,000 | 171 |
| 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 | $512,000 | 304 |
| Number of Managed Accounts | $415,000 | 280 |
| Number of Non-Managed Accounts | $97,000 | 210 |
| Total fiduciary and related assets | $1,313,268,000 | 139 |
| Managed Assets ($) | $997,504,000 | 122 |
| Non-managed Assets ($) | $315,764,000 | 132 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,068,000 | 159 |
| 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 | $532,000 | 351 |
| Number of Managed Accounts | $434,000 | 312 |
| Number of Non-Managed Accounts | $98,000 | 340 |
| Total fiduciary and related assets | $1,299,616,000 | 141 |
| Managed Assets ($) | $997,554,000 | 120 |
| Non-managed Assets ($) | $302,062,000 | 136 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,701,000 | 172 |
| 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 | $547,000 | 289 |
| Number of Managed Accounts | $444,000 | 262 |
| Number of Non-Managed Accounts | $103,000 | 209 |
| Total fiduciary and related assets | $1,286,799,000 | 139 |
| Managed Assets ($) | $1,006,016,000 | 116 |
| Non-managed Assets ($) | $280,783,000 | 137 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,792,000 | 168 |
| 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 | $538,000 | 295 |
| Number of Managed Accounts | $437,000 | 267 |
| Number of Non-Managed Accounts | $101,000 | 212 |
| Total fiduciary and related assets | $1,254,458,000 | 134 |
| Managed Assets ($) | $993,940,000 | 111 |
| Non-managed Assets ($) | $260,518,000 | 139 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,866,000 | 171 |
| 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 | $558,000 | 289 |
| Number of Managed Accounts | $455,000 | 259 |
| Number of Non-Managed Accounts | $103,000 | 212 |
| Total fiduciary and related assets | $1,343,546,000 | 134 |
| Managed Assets ($) | $1,064,980,000 | 107 |
| Non-managed Assets ($) | $278,566,000 | 141 |
| Memoranda | ||
| Gross Fiduciary activities income | $785,000 | 200 |
| 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 | $580,000 | 334 |
| Number of Managed Accounts | $476,000 | 292 |
| Number of Non-Managed Accounts | $104,000 | 337 |
| Total fiduciary and related assets | $1,354,914,000 | 134 |
| Managed Assets ($) | $1,083,955,000 | 107 |
| Non-managed Assets ($) | $270,959,000 | 141 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,871,000 | 165 |
| 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 | $574,000 | 285 |
| Number of Managed Accounts | $472,000 | 252 |
| Number of Non-Managed Accounts | $102,000 | 210 |
| Total fiduciary and related assets | $1,325,197,000 | 135 |
| Managed Assets ($) | $1,067,219,000 | 110 |
| Non-managed Assets ($) | $257,978,000 | 136 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,765,000 | 171 |
| 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 | $583,000 | 287 |
| Number of Managed Accounts | $478,000 | 254 |
| Number of Non-Managed Accounts | $105,000 | 212 |
| Total fiduciary and related assets | $1,289,831,000 | 132 |
| Managed Assets ($) | $1,058,556,000 | 107 |
| Non-managed Assets ($) | $231,275,000 | 143 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,916,000 | 167 |
| 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 | $583,000 | 284 |
| Number of Managed Accounts | $479,000 | 254 |
| Number of Non-Managed Accounts | $104,000 | 211 |
| Total fiduciary and related assets | $1,245,360,000 | 129 |
| Managed Assets ($) | $1,045,577,000 | 103 |
| Non-managed Assets ($) | $199,783,000 | 149 |
| Memoranda | ||
| Gross Fiduciary activities income | $909,000 | 174 |
| 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 | $609,000 | 332 |
| Number of Managed Accounts | $495,000 | 285 |
| Number of Non-Managed Accounts | $114,000 | 327 |
| Total fiduciary and related assets | $1,545,184,000 | 121 |
| Managed Assets ($) | $1,321,196,000 | 93 |
| Non-managed Assets ($) | $223,988,000 | 153 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,580,000 | 163 |
| 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 | $644,000 | 273 |
| Number of Managed Accounts | $584,000 | 233 |
| Number of Non-Managed Accounts | $60,000 | 266 |
| Total fiduciary and related assets | $1,608,784,000 | 120 |
| Managed Assets ($) | $1,357,548,000 | 98 |
| Non-managed Assets ($) | $251,236,000 | 148 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,612,000 | 162 |
| 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 | $652,000 | 281 |
| Number of Managed Accounts | $527,000 | 248 |
| Number of Non-Managed Accounts | $125,000 | 210 |
| Total fiduciary and related assets | $1,603,091,000 | 128 |
| Managed Assets ($) | $1,328,470,000 | 104 |
| Non-managed Assets ($) | $274,621,000 | 148 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,246,000 | 173 |
| 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 | $651,000 | 280 |
| Number of Managed Accounts | $536,000 | 248 |
| Number of Non-Managed Accounts | $115,000 | 213 |
| Total fiduciary and related assets | $1,597,040,000 | 136 |
| Managed Assets ($) | $1,328,427,000 | 109 |
| Non-managed Assets ($) | $268,613,000 | 155 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,014,000 | 182 |
| 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 | $707,000 | 295 |
| Number of Managed Accounts | $579,000 | 252 |
| Number of Non-Managed Accounts | $128,000 | 311 |
| Total fiduciary and related assets | $1,664,819,000 | 132 |
| Managed Assets ($) | $1,355,242,000 | 106 |
| Non-managed Assets ($) | $309,577,000 | 150 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,677,000 | 166 |
| 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 | $714,000 | 258 |
| Number of Managed Accounts | $578,000 | 232 |
| Number of Non-Managed Accounts | $136,000 | 195 |
| Total fiduciary and related assets | $1,665,808,000 | 135 |
| Managed Assets ($) | $1,350,863,000 | 108 |
| Non-managed Assets ($) | $314,945,000 | 146 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,316,000 | 170 |
| 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 | $702,000 | 265 |
| Number of Managed Accounts | $564,000 | 236 |
| Number of Non-Managed Accounts | $138,000 | 204 |
| Total fiduciary and related assets | $1,643,648,000 | 142 |
| Managed Assets ($) | $1,334,193,000 | 112 |
| Non-managed Assets ($) | $309,455,000 | 154 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,172,000 | 180 |
| 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 | $715,000 | 264 |
| Number of Managed Accounts | $560,000 | 238 |
| Number of Non-Managed Accounts | $155,000 | 194 |
| Total fiduciary and related assets | $1,587,941,000 | 143 |
| Managed Assets ($) | $1,319,494,000 | 113 |
| Non-managed Assets ($) | $268,447,000 | 160 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,003,000 | 181 |
| 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 | $697,000 | 295 |
| Number of Managed Accounts | $563,000 | 252 |
| Number of Non-Managed Accounts | $134,000 | 308 |
| Total fiduciary and related assets | $1,284,130,000 | 158 |
| Managed Assets ($) | $1,183,702,000 | 115 |
| Non-managed Assets ($) | $100,428,000 | 251 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,608,000 | 163 |
| 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 | $717,000 | 266 |
| Number of Managed Accounts | $552,000 | 241 |
| Number of Non-Managed Accounts | $165,000 | 196 |
| Total fiduciary and related assets | $1,396,323,000 | 149 |
| Managed Assets ($) | $1,158,791,000 | 117 |
| Non-managed Assets ($) | $237,532,000 | 169 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,142,000 | 182 |
| 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 | $763,000 | 259 |
| Number of Managed Accounts | $596,000 | 239 |
| Number of Non-Managed Accounts | $167,000 | 200 |
| Total fiduciary and related assets | $1,381,505,000 | 154 |
| Managed Assets ($) | $1,149,823,000 | 121 |
| Non-managed Assets ($) | $231,682,000 | 181 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,106,000 | 188 |
| 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 | $742,000 | 266 |
| Number of Managed Accounts | $571,000 | 246 |
| Number of Non-Managed Accounts | $171,000 | 203 |
| Total fiduciary and related assets | $1,227,247,000 | 165 |
| Managed Assets ($) | $1,004,091,000 | 130 |
| Non-managed Assets ($) | $223,156,000 | 186 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,052,000 | 183 |
| 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 | $707,000 | 298 |
| Number of Managed Accounts | $539,000 | 271 |
| Number of Non-Managed Accounts | $168,000 | 280 |
| Total fiduciary and related assets | $1,207,870,000 | 165 |
| Managed Assets ($) | $998,281,000 | 128 |
| Non-managed Assets ($) | $209,589,000 | 193 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,206,000 | 177 |
| 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 | $694,000 | 265 |
| Number of Managed Accounts | $525,000 | 251 |
| Number of Non-Managed Accounts | $169,000 | 201 |
| Total fiduciary and related assets | $1,199,523,000 | 164 |
| Managed Assets ($) | $994,013,000 | 123 |
| Non-managed Assets ($) | $205,510,000 | 189 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,070,000 | 177 |
| 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 | $730,000 | 261 |
| Number of Managed Accounts | $558,000 | 245 |
| Number of Non-Managed Accounts | $172,000 | 203 |
| Total fiduciary and related assets | $1,182,507,000 | 160 |
| Managed Assets ($) | $984,206,000 | 121 |
| Non-managed Assets ($) | $198,301,000 | 191 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,008,000 | 176 |
| 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 | $716,000 | 262 |
| Number of Managed Accounts | $552,000 | 249 |
| Number of Non-Managed Accounts | $164,000 | 208 |
| Total fiduciary and related assets | $1,034,824,000 | 177 |
| Managed Assets ($) | $847,810,000 | 139 |
| Non-managed Assets ($) | $187,014,000 | 196 |
| Memoranda | ||
| Gross Fiduciary activities income | $926,000 | 188 |
| 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 | $616,000 | 325 |
| Number of Managed Accounts | $481,000 | 292 |
| Number of Non-Managed Accounts | $135,000 | 334 |
| Total fiduciary and related assets | $1,133,962,000 | 171 |
| Managed Assets ($) | $965,025,000 | 125 |
| Non-managed Assets ($) | $168,937,000 | 210 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,384,000 | 195 |
| 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 | $607,000 | 284 |
| Number of Managed Accounts | $474,000 | 265 |
| Number of Non-Managed Accounts | $133,000 | 232 |
| Total fiduciary and related assets | $1,104,945,000 | 171 |
| Managed Assets ($) | $954,666,000 | 126 |
| Non-managed Assets ($) | $150,279,000 | 213 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,323,000 | 200 |
| 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 | $581,000 | 299 |
| Number of Managed Accounts | $456,000 | 273 |
| Number of Non-Managed Accounts | $125,000 | 241 |
| Total fiduciary and related assets | $1,071,363,000 | 171 |
| Managed Assets ($) | $927,411,000 | 128 |
| Non-managed Assets ($) | $143,952,000 | 216 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,457,000 | 213 |
| 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 | $536,000 | 311 |
| Number of Managed Accounts | $435,000 | 281 |
| Number of Non-Managed Accounts | $101,000 | 262 |
| Total fiduciary and related assets | $1,032,256,000 | 174 |
| Managed Assets ($) | $913,655,000 | 129 |
| Non-managed Assets ($) | $118,601,000 | 229 |
| Memoranda | ||
| Gross Fiduciary activities income | $671,000 | 221 |
| 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 | $517,000 | 389 |
| Number of Managed Accounts | $420,000 | 329 |
| Number of Non-Managed Accounts | $97,000 | 439 |
| Total fiduciary and related assets | $1,000,146,000 | 181 |
| Managed Assets ($) | $890,574,000 | 137 |
| Non-managed Assets ($) | $109,572,000 | 248 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,733,000 | 212 |
| 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 | $520,000 | 326 |
| Number of Managed Accounts | $426,000 | 293 |
| Number of Non-Managed Accounts | $94,000 | 277 |
| Total fiduciary and related assets | $796,586,000 | 206 |
| Managed Assets ($) | $698,515,000 | 161 |
| Non-managed Assets ($) | $98,071,000 | 250 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,882,000 | 234 |
| 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 | $520,000 | 328 |
| Number of Managed Accounts | $430,000 | 295 |
| Number of Non-Managed Accounts | $90,000 | 285 |
| Total fiduciary and related assets | $695,772,000 | 228 |
| Managed Assets ($) | $627,707,000 | 173 |
| Non-managed Assets ($) | $68,065,000 | 280 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,046,000 | 270 |
| 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 | $522,000 | 330 |
| Number of Managed Accounts | $427,000 | 301 |
| Number of Non-Managed Accounts | $95,000 | 290 |
| Total fiduciary and related assets | $685,731,000 | 228 |
| Managed Assets ($) | $614,908,000 | 176 |
| Non-managed Assets ($) | $70,823,000 | 280 |
| Memoranda | ||
| Gross Fiduciary activities income | $629,000 | 243 |
| 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 | $393,000 | 489 |
| Number of Managed Accounts | $319,000 | 411 |
| Number of Non-Managed Accounts | $74,000 | 515 |
| Total fiduciary and related assets | $609,916,000 | 242 |
| Managed Assets ($) | $548,615,000 | 185 |
| Non-managed Assets ($) | $61,301,000 | 326 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,105,000 | 276 |
| 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 | $546,000 | 362 |
| Number of Managed Accounts | $437,000 | 325 |
| Number of Non-Managed Accounts | $109,000 | 389 |
| Total fiduciary and related assets | $537,550,000 | 235 |
| Managed Assets ($) | $447,762,000 | 200 |
| Non-managed Assets ($) | $89,788,000 | 257 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,905,000 | 299 |
| 2000-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,747,000 | 307 |
| 1999-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,820,000 | 340 |
| 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 | $1,644,000 | 353 |
| 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 | $920,000 | 500 |
| 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 | $865,000 | 553 |
| 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 | $690,000 | 642 |
| 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 | $600,000 | 685 |
| 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 | $540,000 | 733 |
| 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 | $276,000 | 989 |