Home > First Commonwealth Bank > Fiduciary and Related Services
First Commonwealth 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 | $2,562,000 | 117 |
| Number of Managed Accounts | $2,507,000 | 89 |
| Number of Non-Managed Accounts | $55,000 | 362 |
| Total fiduciary and related assets | $1,577,968,000 | 204 |
| Managed Assets ($) | $1,444,555,000 | 170 |
| Non-managed Assets ($) | $133,413,000 | 251 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,516,000 | 167 |
| 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 | $2,572,000 | 112 |
| Number of Managed Accounts | $2,519,000 | 89 |
| Number of Non-Managed Accounts | $53,000 | 249 |
| Total fiduciary and related assets | $1,443,877,000 | 205 |
| Managed Assets ($) | $1,343,106,000 | 171 |
| Non-managed Assets ($) | $100,771,000 | 240 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,967,000 | 167 |
| 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 | $2,581,000 | 111 |
| Number of Managed Accounts | $2,527,000 | 84 |
| Number of Non-Managed Accounts | $54,000 | 278 |
| Total fiduciary and related assets | $1,478,385,000 | 201 |
| Managed Assets ($) | $1,373,808,000 | 166 |
| Non-managed Assets ($) | $104,577,000 | 265 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,018,000 | 170 |
| 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 | $2,606,000 | 116 |
| Number of Managed Accounts | $2,546,000 | 91 |
| Number of Non-Managed Accounts | $60,000 | 247 |
| Total fiduciary and related assets | $1,444,075,000 | 211 |
| Managed Assets ($) | $1,337,253,000 | 177 |
| Non-managed Assets ($) | $106,822,000 | 240 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,486,000 | 173 |
| 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 | $2,615,000 | 113 |
| Number of Managed Accounts | $2,549,000 | 90 |
| Number of Non-Managed Accounts | $66,000 | 332 |
| Total fiduciary and related assets | $1,393,413,000 | 212 |
| Managed Assets ($) | $1,289,496,000 | 180 |
| Non-managed Assets ($) | $103,917,000 | 277 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,518,000 | 170 |
| 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 | $2,619,000 | 111 |
| Number of Managed Accounts | $2,552,000 | 89 |
| Number of Non-Managed Accounts | $67,000 | 234 |
| Total fiduciary and related assets | $1,308,525,000 | 211 |
| Managed Assets ($) | $1,207,294,000 | 180 |
| Non-managed Assets ($) | $101,231,000 | 245 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,063,000 | 169 |
| 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 | $2,644,000 | 99 |
| Number of Managed Accounts | $2,576,000 | 80 |
| Number of Non-Managed Accounts | $68,000 | 229 |
| Total fiduciary and related assets | $1,371,128,000 | 176 |
| Managed Assets ($) | $1,268,490,000 | 151 |
| Non-managed Assets ($) | $102,638,000 | 236 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,286,000 | 147 |
| 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 | $2,620,000 | 100 |
| Number of Managed Accounts | $2,548,000 | 82 |
| Number of Non-Managed Accounts | $72,000 | 203 |
| Total fiduciary and related assets | $1,456,429,000 | 181 |
| Managed Assets ($) | $1,337,403,000 | 157 |
| Non-managed Assets ($) | $119,026,000 | 209 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,713,000 | 148 |
| 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 | $2,594,000 | 103 |
| Number of Managed Accounts | $2,519,000 | 84 |
| Number of Non-Managed Accounts | $75,000 | 285 |
| Total fiduciary and related assets | $1,532,013,000 | 184 |
| Managed Assets ($) | $1,404,618,000 | 159 |
| Non-managed Assets ($) | $127,395,000 | 237 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,111,000 | 143 |
| 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 | $2,544,000 | 103 |
| Number of Managed Accounts | $2,466,000 | 88 |
| Number of Non-Managed Accounts | $78,000 | 200 |
| Total fiduciary and related assets | $1,482,234,000 | 182 |
| Managed Assets ($) | $1,356,296,000 | 161 |
| Non-managed Assets ($) | $125,938,000 | 211 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,340,000 | 142 |
| 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 | $2,530,000 | 103 |
| Number of Managed Accounts | $2,446,000 | 88 |
| Number of Non-Managed Accounts | $84,000 | 207 |
| Total fiduciary and related assets | $1,494,066,000 | 181 |
| Managed Assets ($) | $1,367,710,000 | 157 |
| Non-managed Assets ($) | $126,356,000 | 234 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,222,000 | 148 |
| 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 | $2,459,000 | 104 |
| Number of Managed Accounts | $2,373,000 | 92 |
| Number of Non-Managed Accounts | $86,000 | 194 |
| Total fiduciary and related assets | $1,430,807,000 | 181 |
| Managed Assets ($) | $1,306,352,000 | 158 |
| Non-managed Assets ($) | $124,455,000 | 205 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,516,000 | 151 |
| 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 | $2,377,000 | 111 |
| Number of Managed Accounts | $2,288,000 | 96 |
| Number of Non-Managed Accounts | $89,000 | 267 |
| Total fiduciary and related assets | $1,341,935,000 | 189 |
| Managed Assets ($) | $1,216,977,000 | 163 |
| Non-managed Assets ($) | $124,958,000 | 225 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,101,000 | 155 |
| 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 | $2,331,000 | 105 |
| Number of Managed Accounts | $2,237,000 | 96 |
| Number of Non-Managed Accounts | $94,000 | 190 |
| Total fiduciary and related assets | $1,211,345,000 | 192 |
| Managed Assets ($) | $1,096,430,000 | 165 |
| Non-managed Assets ($) | $114,915,000 | 204 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,774,000 | 150 |
| 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 | $2,299,000 | 114 |
| Number of Managed Accounts | $2,197,000 | 101 |
| Number of Non-Managed Accounts | $102,000 | 193 |
| Total fiduciary and related assets | $1,167,711,000 | 192 |
| Managed Assets ($) | $1,056,765,000 | 164 |
| Non-managed Assets ($) | $110,946,000 | 226 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,220,000 | 157 |
| 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 | $2,248,000 | 116 |
| Number of Managed Accounts | $2,145,000 | 101 |
| Number of Non-Managed Accounts | $103,000 | 186 |
| Total fiduciary and related assets | $1,057,792,000 | 191 |
| Managed Assets ($) | $958,950,000 | 163 |
| Non-managed Assets ($) | $98,842,000 | 213 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,111,000 | 161 |
| 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 | $2,182,000 | 123 |
| Number of Managed Accounts | $2,075,000 | 107 |
| Number of Non-Managed Accounts | $107,000 | 252 |
| Total fiduciary and related assets | $1,121,047,000 | 198 |
| Managed Assets ($) | $1,007,142,000 | 169 |
| Non-managed Assets ($) | $113,905,000 | 236 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,321,000 | 161 |
| 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 | $2,123,000 | 123 |
| Number of Managed Accounts | $2,011,000 | 107 |
| Number of Non-Managed Accounts | $112,000 | 180 |
| Total fiduciary and related assets | $1,086,471,000 | 198 |
| Managed Assets ($) | $975,359,000 | 166 |
| Non-managed Assets ($) | $111,112,000 | 213 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,221,000 | 158 |
| 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 | $2,078,000 | 128 |
| Number of Managed Accounts | $1,960,000 | 109 |
| Number of Non-Managed Accounts | $118,000 | 182 |
| Total fiduciary and related assets | $1,069,466,000 | 198 |
| Managed Assets ($) | $956,628,000 | 166 |
| Non-managed Assets ($) | $112,838,000 | 224 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,896,000 | 167 |
| 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 | $2,057,000 | 130 |
| Number of Managed Accounts | $1,936,000 | 109 |
| Number of Non-Managed Accounts | $121,000 | 187 |
| Total fiduciary and related assets | $1,046,913,000 | 199 |
| Managed Assets ($) | $937,478,000 | 167 |
| Non-managed Assets ($) | $109,435,000 | 226 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,926,000 | 162 |
| 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 | $2,043,000 | 129 |
| Number of Managed Accounts | $1,916,000 | 109 |
| Number of Non-Managed Accounts | $127,000 | 230 |
| Total fiduciary and related assets | $949,855,000 | 200 |
| Managed Assets ($) | $847,279,000 | 171 |
| Non-managed Assets ($) | $102,576,000 | 238 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,901,000 | 161 |
| 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 | $2,044,000 | 124 |
| Number of Managed Accounts | $1,903,000 | 108 |
| Number of Non-Managed Accounts | $141,000 | 168 |
| Total fiduciary and related assets | $1,034,230,000 | 201 |
| Managed Assets ($) | $921,335,000 | 167 |
| Non-managed Assets ($) | $112,895,000 | 227 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,014,000 | 160 |
| 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 | $2,036,000 | 124 |
| Number of Managed Accounts | $1,879,000 | 110 |
| Number of Non-Managed Accounts | $157,000 | 164 |
| Total fiduciary and related assets | $998,059,000 | 202 |
| Managed Assets ($) | $887,091,000 | 166 |
| Non-managed Assets ($) | $110,968,000 | 233 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,808,000 | 166 |
| 2018-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,041,000 | 125 |
| Number of Managed Accounts | $1,858,000 | 110 |
| Number of Non-Managed Accounts | $183,000 | 153 |
| Total fiduciary and related assets | $982,602,000 | 203 |
| Managed Assets ($) | $861,287,000 | 169 |
| Non-managed Assets ($) | $121,315,000 | 226 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,928,000 | 168 |
| 2017-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,036,000 | 126 |
| Number of Managed Accounts | $1,848,000 | 108 |
| Number of Non-Managed Accounts | $188,000 | 188 |
| Total fiduciary and related assets | $979,434,000 | 205 |
| Managed Assets ($) | $841,076,000 | 174 |
| Non-managed Assets ($) | $138,358,000 | 216 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,098,000 | 171 |
| 2017-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,046,000 | 120 |
| Number of Managed Accounts | $1,842,000 | 107 |
| Number of Non-Managed Accounts | $204,000 | 141 |
| Total fiduciary and related assets | $956,057,000 | 203 |
| Managed Assets ($) | $820,707,000 | 173 |
| Non-managed Assets ($) | $135,350,000 | 216 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,275,000 | 172 |
| 2017-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,040,000 | 115 |
| Number of Managed Accounts | $1,835,000 | 101 |
| Number of Non-Managed Accounts | $205,000 | 139 |
| Total fiduciary and related assets | $920,670,000 | 201 |
| Managed Assets ($) | $785,204,000 | 172 |
| Non-managed Assets ($) | $135,466,000 | 212 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,128,000 | 181 |
| 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 | $1,593,000 | 149 |
| Number of Managed Accounts | $1,552,000 | 119 |
| Number of Non-Managed Accounts | $41,000 | 275 |
| Total fiduciary and related assets | $679,468,000 | 232 |
| Managed Assets ($) | $601,711,000 | 207 |
| Non-managed Assets ($) | $77,757,000 | 241 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,406,000 | 194 |
| 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 | $1,589,000 | 151 |
| Number of Managed Accounts | $1,545,000 | 117 |
| Number of Non-Managed Accounts | $44,000 | 450 |
| Total fiduciary and related assets | $668,848,000 | 231 |
| Managed Assets ($) | $591,466,000 | 206 |
| Non-managed Assets ($) | $77,382,000 | 266 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,366,000 | 190 |
| 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 | $1,597,000 | 144 |
| Number of Managed Accounts | $1,552,000 | 114 |
| Number of Non-Managed Accounts | $45,000 | 278 |
| Total fiduciary and related assets | $659,891,000 | 232 |
| Managed Assets ($) | $603,144,000 | 201 |
| Non-managed Assets ($) | $56,747,000 | 270 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,098,000 | 185 |
| 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 | $1,644,000 | 139 |
| Number of Managed Accounts | $1,597,000 | 111 |
| Number of Non-Managed Accounts | $47,000 | 279 |
| Total fiduciary and related assets | $658,441,000 | 233 |
| Managed Assets ($) | $601,960,000 | 203 |
| Non-managed Assets ($) | $56,481,000 | 272 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,575,000 | 192 |
| 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 | $1,700,000 | 136 |
| Number of Managed Accounts | $1,630,000 | 111 |
| Number of Non-Managed Accounts | $70,000 | 236 |
| Total fiduciary and related assets | $668,439,000 | 228 |
| Managed Assets ($) | $601,523,000 | 200 |
| Non-managed Assets ($) | $66,916,000 | 256 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,255,000 | 196 |
| 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 | $1,738,000 | 135 |
| Number of Managed Accounts | $1,663,000 | 108 |
| Number of Non-Managed Accounts | $75,000 | 333 |
| Total fiduciary and related assets | $651,923,000 | 233 |
| Managed Assets ($) | $581,129,000 | 205 |
| Non-managed Assets ($) | $70,794,000 | 265 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,855,000 | 183 |
| 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 | $1,785,000 | 131 |
| Number of Managed Accounts | $1,708,000 | 105 |
| Number of Non-Managed Accounts | $77,000 | 220 |
| Total fiduciary and related assets | $636,209,000 | 233 |
| Managed Assets ($) | $560,424,000 | 205 |
| Non-managed Assets ($) | $75,785,000 | 243 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,531,000 | 179 |
| 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 | $1,850,000 | 130 |
| Number of Managed Accounts | $1,762,000 | 105 |
| Number of Non-Managed Accounts | $88,000 | 207 |
| Total fiduciary and related assets | $670,675,000 | 234 |
| Managed Assets ($) | $585,017,000 | 205 |
| Non-managed Assets ($) | $85,658,000 | 241 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,917,000 | 185 |
| 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 | $1,864,000 | 127 |
| Number of Managed Accounts | $1,773,000 | 103 |
| Number of Non-Managed Accounts | $91,000 | 205 |
| Total fiduciary and related assets | $685,439,000 | 231 |
| Managed Assets ($) | $585,291,000 | 205 |
| Non-managed Assets ($) | $100,148,000 | 230 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,426,000 | 189 |
| 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 | $1,877,000 | 126 |
| Number of Managed Accounts | $1,786,000 | 101 |
| Number of Non-Managed Accounts | $91,000 | 307 |
| Total fiduciary and related assets | $681,503,000 | 231 |
| Managed Assets ($) | $569,818,000 | 210 |
| Non-managed Assets ($) | $111,685,000 | 222 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,141,000 | 169 |
| 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 | $1,930,000 | 118 |
| Number of Managed Accounts | $1,831,000 | 98 |
| Number of Non-Managed Accounts | $99,000 | 202 |
| Total fiduciary and related assets | $764,825,000 | 210 |
| Managed Assets ($) | $555,835,000 | 206 |
| Non-managed Assets ($) | $208,990,000 | 169 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,731,000 | 164 |
| 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 | $1,950,000 | 116 |
| Number of Managed Accounts | $1,849,000 | 97 |
| Number of Non-Managed Accounts | $101,000 | 198 |
| Total fiduciary and related assets | $780,335,000 | 206 |
| Managed Assets ($) | $565,197,000 | 205 |
| Non-managed Assets ($) | $215,138,000 | 168 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,968,000 | 171 |
| 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 | $1,989,000 | 116 |
| Number of Managed Accounts | $1,879,000 | 96 |
| Number of Non-Managed Accounts | $110,000 | 200 |
| Total fiduciary and related assets | $769,909,000 | 204 |
| Managed Assets ($) | $554,098,000 | 204 |
| Non-managed Assets ($) | $215,811,000 | 167 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,468,000 | 174 |
| 2013-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,017,000 | 116 |
| Number of Managed Accounts | $1,889,000 | 95 |
| Number of Non-Managed Accounts | $128,000 | 263 |
| Total fiduciary and related assets | $775,434,000 | 203 |
| Managed Assets ($) | $548,905,000 | 201 |
| Non-managed Assets ($) | $226,529,000 | 163 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,281,000 | 160 |
| 2013-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,093,000 | 108 |
| Number of Managed Accounts | $1,942,000 | 89 |
| Number of Non-Managed Accounts | $151,000 | 171 |
| Total fiduciary and related assets | $746,130,000 | 199 |
| Managed Assets ($) | $531,351,000 | 199 |
| Non-managed Assets ($) | $214,779,000 | 164 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,758,000 | 153 |
| 2013-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,154,000 | 105 |
| Number of Managed Accounts | $1,987,000 | 86 |
| Number of Non-Managed Accounts | $167,000 | 166 |
| Total fiduciary and related assets | $755,531,000 | 193 |
| Managed Assets ($) | $527,529,000 | 191 |
| Non-managed Assets ($) | $228,002,000 | 161 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,339,000 | 149 |
| 2013-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,102,000 | 107 |
| Number of Managed Accounts | $1,932,000 | 86 |
| Number of Non-Managed Accounts | $170,000 | 167 |
| Total fiduciary and related assets | $762,923,000 | 192 |
| Managed Assets ($) | $524,758,000 | 192 |
| Non-managed Assets ($) | $238,165,000 | 152 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,697,000 | 149 |
| 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 | $2,091,000 | 109 |
| Number of Managed Accounts | $1,907,000 | 84 |
| Number of Non-Managed Accounts | $184,000 | 224 |
| Total fiduciary and related assets | $739,112,000 | 194 |
| Managed Assets ($) | $503,435,000 | 192 |
| Non-managed Assets ($) | $235,677,000 | 152 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,341,000 | 151 |
| 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 | $2,079,000 | 105 |
| Number of Managed Accounts | $1,881,000 | 84 |
| Number of Non-Managed Accounts | $198,000 | 151 |
| Total fiduciary and related assets | $777,175,000 | 191 |
| Managed Assets ($) | $513,470,000 | 189 |
| Non-managed Assets ($) | $263,705,000 | 141 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,881,000 | 146 |
| 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 | $2,068,000 | 104 |
| Number of Managed Accounts | $1,865,000 | 83 |
| Number of Non-Managed Accounts | $203,000 | 148 |
| Total fiduciary and related assets | $752,761,000 | 185 |
| Managed Assets ($) | $489,122,000 | 188 |
| Non-managed Assets ($) | $263,639,000 | 144 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,215,000 | 149 |
| 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 | $2,061,000 | 102 |
| Number of Managed Accounts | $1,856,000 | 83 |
| Number of Non-Managed Accounts | $205,000 | 151 |
| Total fiduciary and related assets | $776,433,000 | 183 |
| Managed Assets ($) | $502,733,000 | 187 |
| Non-managed Assets ($) | $273,700,000 | 141 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,576,000 | 151 |
| 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 | $2,075,000 | 104 |
| Number of Managed Accounts | $1,862,000 | 82 |
| Number of Non-Managed Accounts | $213,000 | 199 |
| Total fiduciary and related assets | $745,509,000 | 183 |
| Managed Assets ($) | $483,840,000 | 185 |
| Non-managed Assets ($) | $261,669,000 | 141 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,637,000 | 127 |
| 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 | $2,102,000 | 101 |
| Number of Managed Accounts | $1,876,000 | 83 |
| Number of Non-Managed Accounts | $226,000 | 142 |
| Total fiduciary and related assets | $712,350,000 | 182 |
| Managed Assets ($) | $465,356,000 | 179 |
| Non-managed Assets ($) | $246,994,000 | 138 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,190,000 | 123 |
| 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 | $2,092,000 | 103 |
| Number of Managed Accounts | $1,853,000 | 87 |
| Number of Non-Managed Accounts | $239,000 | 140 |
| Total fiduciary and related assets | $789,825,000 | 181 |
| Managed Assets ($) | $504,094,000 | 180 |
| Non-managed Assets ($) | $285,731,000 | 134 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,553,000 | 123 |
| 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 | $2,091,000 | 99 |
| Number of Managed Accounts | $1,845,000 | 85 |
| Number of Non-Managed Accounts | $246,000 | 141 |
| Total fiduciary and related assets | $799,186,000 | 179 |
| Managed Assets ($) | $499,371,000 | 179 |
| Non-managed Assets ($) | $299,815,000 | 135 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,753,000 | 123 |
| 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 | $2,099,000 | 103 |
| Number of Managed Accounts | $1,847,000 | 83 |
| Number of Non-Managed Accounts | $252,000 | 184 |
| Total fiduciary and related assets | $794,372,000 | 181 |
| Managed Assets ($) | $499,039,000 | 179 |
| Non-managed Assets ($) | $295,333,000 | 138 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,032,000 | 130 |
| 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 | $2,036,000 | 99 |
| Number of Managed Accounts | $1,773,000 | 84 |
| Number of Non-Managed Accounts | $263,000 | 141 |
| Total fiduciary and related assets | $754,199,000 | 183 |
| Managed Assets ($) | $476,850,000 | 179 |
| Non-managed Assets ($) | $277,349,000 | 139 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,478,000 | 130 |
| 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 | $1,896,000 | 108 |
| Number of Managed Accounts | $1,618,000 | 90 |
| Number of Non-Managed Accounts | $278,000 | 135 |
| Total fiduciary and related assets | $714,022,000 | 182 |
| Managed Assets ($) | $446,091,000 | 181 |
| Non-managed Assets ($) | $267,931,000 | 138 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,960,000 | 130 |
| 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 | $1,784,000 | 116 |
| Number of Managed Accounts | $1,478,000 | 100 |
| Number of Non-Managed Accounts | $306,000 | 129 |
| Total fiduciary and related assets | $747,944,000 | 181 |
| Managed Assets ($) | $455,534,000 | 186 |
| Non-managed Assets ($) | $292,410,000 | 132 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,527,000 | 126 |
| 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 | $1,649,000 | 140 |
| Number of Managed Accounts | $1,342,000 | 117 |
| Number of Non-Managed Accounts | $307,000 | 175 |
| Total fiduciary and related assets | $741,569,000 | 183 |
| Managed Assets ($) | $437,018,000 | 194 |
| Non-managed Assets ($) | $304,551,000 | 130 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,978,000 | 142 |
| 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 | $1,593,000 | 133 |
| Number of Managed Accounts | $1,310,000 | 114 |
| Number of Non-Managed Accounts | $283,000 | 135 |
| Total fiduciary and related assets | $691,312,000 | 192 |
| Managed Assets ($) | $425,051,000 | 199 |
| Non-managed Assets ($) | $266,261,000 | 134 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,739,000 | 144 |
| 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 | $1,590,000 | 130 |
| Number of Managed Accounts | $1,309,000 | 122 |
| Number of Non-Managed Accounts | $281,000 | 138 |
| Total fiduciary and related assets | $642,091,000 | 195 |
| Managed Assets ($) | $398,962,000 | 206 |
| Non-managed Assets ($) | $243,129,000 | 138 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,237,000 | 151 |
| 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 | $1,604,000 | 126 |
| Number of Managed Accounts | $1,323,000 | 119 |
| Number of Non-Managed Accounts | $281,000 | 137 |
| Total fiduciary and related assets | $612,206,000 | 195 |
| Managed Assets ($) | $382,714,000 | 203 |
| Non-managed Assets ($) | $229,492,000 | 137 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,087,000 | 152 |
| 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 | $1,631,000 | 140 |
| Number of Managed Accounts | $1,347,000 | 119 |
| Number of Non-Managed Accounts | $284,000 | 187 |
| Total fiduciary and related assets | $663,096,000 | 190 |
| Managed Assets ($) | $422,217,000 | 191 |
| Non-managed Assets ($) | $240,879,000 | 146 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,497,000 | 146 |
| 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 | $1,642,000 | 128 |
| Number of Managed Accounts | $1,345,000 | 116 |
| Number of Non-Managed Accounts | $297,000 | 140 |
| Total fiduciary and related assets | $745,464,000 | 187 |
| Managed Assets ($) | $474,815,000 | 187 |
| Non-managed Assets ($) | $270,649,000 | 143 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,375,000 | 145 |
| 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 | $1,651,000 | 132 |
| Number of Managed Accounts | $1,349,000 | 118 |
| Number of Non-Managed Accounts | $302,000 | 142 |
| Total fiduciary and related assets | $769,600,000 | 195 |
| Managed Assets ($) | $487,860,000 | 193 |
| Non-managed Assets ($) | $281,740,000 | 147 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,009,000 | 143 |
| 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 | $1,653,000 | 134 |
| Number of Managed Accounts | $1,352,000 | 121 |
| Number of Non-Managed Accounts | $301,000 | 142 |
| Total fiduciary and related assets | $801,675,000 | 198 |
| Managed Assets ($) | $509,741,000 | 193 |
| Non-managed Assets ($) | $291,934,000 | 148 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,489,000 | 140 |
| 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 | $1,650,000 | 139 |
| Number of Managed Accounts | $1,356,000 | 120 |
| Number of Non-Managed Accounts | $294,000 | 191 |
| Total fiduciary and related assets | $837,610,000 | 195 |
| Managed Assets ($) | $528,510,000 | 188 |
| Non-managed Assets ($) | $309,100,000 | 151 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,877,000 | 144 |
| 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 | $1,664,000 | 125 |
| Number of Managed Accounts | $1,364,000 | 116 |
| Number of Non-Managed Accounts | $300,000 | 135 |
| Total fiduciary and related assets | $842,031,000 | 192 |
| Managed Assets ($) | $542,273,000 | 187 |
| Non-managed Assets ($) | $299,758,000 | 148 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,465,000 | 142 |
| 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 | $1,985,000 | 117 |
| Number of Managed Accounts | $1,379,000 | 116 |
| Number of Non-Managed Accounts | $606,000 | 95 |
| Total fiduciary and related assets | $1,180,079,000 | 168 |
| Managed Assets ($) | $532,070,000 | 195 |
| Non-managed Assets ($) | $648,009,000 | 126 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,948,000 | 148 |
| 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 | $1,971,000 | 115 |
| Number of Managed Accounts | $1,366,000 | 116 |
| Number of Non-Managed Accounts | $605,000 | 93 |
| Total fiduciary and related assets | $1,198,135,000 | 167 |
| Managed Assets ($) | $517,915,000 | 197 |
| Non-managed Assets ($) | $680,220,000 | 124 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,425,000 | 149 |
| 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 | $1,970,000 | 119 |
| Number of Managed Accounts | $1,370,000 | 115 |
| Number of Non-Managed Accounts | $600,000 | 113 |
| Total fiduciary and related assets | $1,213,395,000 | 167 |
| Managed Assets ($) | $522,945,000 | 193 |
| Non-managed Assets ($) | $690,450,000 | 119 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,672,000 | 142 |
| 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 | $1,962,000 | 120 |
| Number of Managed Accounts | $1,355,000 | 122 |
| Number of Non-Managed Accounts | $607,000 | 99 |
| Total fiduciary and related assets | $1,206,550,000 | 165 |
| Managed Assets ($) | $524,578,000 | 191 |
| Non-managed Assets ($) | $681,972,000 | 121 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,214,000 | 148 |
| 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 | $1,992,000 | 123 |
| Number of Managed Accounts | $1,367,000 | 123 |
| Number of Non-Managed Accounts | $625,000 | 97 |
| Total fiduciary and related assets | $1,196,336,000 | 168 |
| Managed Assets ($) | $512,234,000 | 196 |
| Non-managed Assets ($) | $684,102,000 | 128 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,834,000 | 156 |
| 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 | $2,004,000 | 120 |
| Number of Managed Accounts | $1,370,000 | 120 |
| Number of Non-Managed Accounts | $634,000 | 97 |
| Total fiduciary and related assets | $1,187,803,000 | 168 |
| Managed Assets ($) | $513,687,000 | 195 |
| Non-managed Assets ($) | $674,116,000 | 129 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,347,000 | 157 |
| 2005-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,867 |
| Fiduciary or related activity | $0 | 1,792 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,788 |
| Number of Managed Accounts | $0 | 1,678 |
| Number of Non-Managed Accounts | $0 | 1,373 |
| Total fiduciary and related assets | $0 | 1,786 |
| Managed Assets ($) | $0 | 1,677 |
| Non-managed Assets ($) | $0 | 1,365 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,557 |
| 2005-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,877 |
| Fiduciary or related activity | $0 | 1,783 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 444 |
| Number of Managed Accounts | $0 | 422 |
| Number of Non-Managed Accounts | $0 | 414 |
| Total fiduciary and related assets | $0 | 443 |
| Managed Assets ($) | $0 | 423 |
| Non-managed Assets ($) | $0 | 412 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,504 |
| 2005-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,881 |
| Fiduciary or related activity | $0 | 1,792 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 460 |
| Number of Managed Accounts | $0 | 435 |
| Number of Non-Managed Accounts | $0 | 431 |
| Total fiduciary and related assets | $0 | 458 |
| Managed Assets ($) | $0 | 435 |
| Non-managed Assets ($) | $0 | 429 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,480 |
| 2005-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,895 |
| Fiduciary or related activity | $0 | 1,801 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 465 |
| Number of Managed Accounts | $0 | 438 |
| Number of Non-Managed Accounts | $0 | 433 |
| Total fiduciary and related assets | $0 | 463 |
| Managed Assets ($) | $0 | 438 |
| Non-managed Assets ($) | $0 | 431 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,418 |
| 2004-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,898 |
| Fiduciary or related activity | $0 | 1,821 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,812 |
| Number of Managed Accounts | $0 | 1,698 |
| Number of Non-Managed Accounts | $0 | 1,368 |
| Total fiduciary and related assets | $0 | 1,810 |
| Managed Assets ($) | $0 | 1,698 |
| Non-managed Assets ($) | $0 | 1,358 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,582 |
| 2004-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,908 |
| Fiduciary or related activity | $0 | 1,824 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 453 |
| Number of Managed Accounts | $0 | 424 |
| Number of Non-Managed Accounts | $0 | 423 |
| Total fiduciary and related assets | $0 | 451 |
| Managed Assets ($) | $0 | 424 |
| Non-managed Assets ($) | $0 | 421 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,547 |
| 2004-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,920 |
| Fiduciary or related activity | $0 | 1,840 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 462 |
| Number of Managed Accounts | $0 | 429 |
| Number of Non-Managed Accounts | $0 | 432 |
| Total fiduciary and related assets | $0 | 459 |
| Managed Assets ($) | $0 | 429 |
| Non-managed Assets ($) | $0 | 429 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,518 |
| 2004-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,930 |
| Fiduciary or related activity | $0 | 1,848 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 473 |
| Number of Managed Accounts | $0 | 438 |
| Number of Non-Managed Accounts | $0 | 438 |
| Total fiduciary and related assets | $0 | 471 |
| Managed Assets ($) | $0 | 438 |
| Non-managed Assets ($) | $0 | 436 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,441 |
| 2003-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,948 |
| Fiduciary or related activity | $0 | 1,873 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,865 |
| Number of Managed Accounts | $0 | 1,742 |
| Number of Non-Managed Accounts | $0 | 1,417 |
| Total fiduciary and related assets | $0 | 1,862 |
| Managed Assets ($) | $0 | 1,742 |
| Non-managed Assets ($) | $0 | 1,404 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,641 |
| 2003-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,971 |
| Fiduciary or related activity | $0 | 1,895 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 473 |
| Number of Managed Accounts | $0 | 442 |
| Number of Non-Managed Accounts | $0 | 446 |
| Total fiduciary and related assets | $0 | 472 |
| Managed Assets ($) | $0 | 442 |
| Non-managed Assets ($) | $0 | 445 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,599 |
| 2003-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,985 |
| Fiduciary or related activity | $0 | 1,908 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 474 |
| Number of Managed Accounts | $0 | 446 |
| Number of Non-Managed Accounts | $0 | 448 |
| Total fiduciary and related assets | $0 | 473 |
| Managed Assets ($) | $0 | 446 |
| Non-managed Assets ($) | $0 | 447 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,577 |
| 2003-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 2,011 |
| Fiduciary or related activity | $0 | 1,921 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 491 |
| Number of Managed Accounts | $0 | 461 |
| Number of Non-Managed Accounts | $0 | 460 |
| Total fiduciary and related assets | $0 | 490 |
| Managed Assets ($) | $0 | 461 |
| Non-managed Assets ($) | $0 | 458 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,504 |
| 2002-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 2,027 |
| Fiduciary or related activity | $0 | 1,927 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,919 |
| Number of Managed Accounts | $0 | 1,796 |
| Number of Non-Managed Accounts | $0 | 1,465 |
| Total fiduciary and related assets | $0 | 1,916 |
| Managed Assets ($) | $0 | 1,796 |
| Non-managed Assets ($) | $0 | 1,452 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,713 |
| 2001-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 2 |
| Fiduciary power exercised | $0 | 1,948 |
| Fiduciary or related activity | $0 | 1,876 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,869 |
| Number of Managed Accounts | $0 | 1,766 |
| Number of Non-Managed Accounts | $0 | 1,385 |
| Total fiduciary and related assets | $0 | 1,865 |
| Managed Assets ($) | $0 | 1,766 |
| Non-managed Assets ($) | $0 | 1,377 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,731 |
| 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 | $0 | 1,332 |
| 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 | $0 | 1,380 |
| 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 | $0 | 1,398 |
| 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 | $0 | 1,450 |
| 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 | $0 | 1,526 |
| 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 | $0 | 1,590 |
| 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 | $0 | 1,599 |
| 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 | $0 | 1,630 |
| 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 | $0 | 1,658 |