Home > First Financial Bank > Fiduciary and Related Services
First Financial Bank, Fiduciary and Related Services
| 2023-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 5 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,476,000 | 165 |
| Number of Managed Accounts | $1,177,000 | 170 |
| Number of Non-Managed Accounts | $299,000 | 107 |
| Total fiduciary and related assets | $1,259,717,000 | 215 |
| Managed Assets ($) | $1,068,928,000 | 193 |
| Non-managed Assets ($) | $190,789,000 | 197 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,641,000 | 262 |
| 2023-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 3 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,453,000 | 172 |
| Number of Managed Accounts | $1,149,000 | 170 |
| Number of Non-Managed Accounts | $304,000 | 118 |
| Total fiduciary and related assets | $1,226,130,000 | 214 |
| Managed Assets ($) | $1,033,525,000 | 196 |
| Non-managed Assets ($) | $192,605,000 | 210 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,502,000 | 256 |
| 2023-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,455,000 | 177 |
| Number of Managed Accounts | $1,150,000 | 174 |
| Number of Non-Managed Accounts | $305,000 | 116 |
| Total fiduciary and related assets | $1,196,736,000 | 224 |
| Managed Assets ($) | $1,010,836,000 | 206 |
| Non-managed Assets ($) | $185,900,000 | 206 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,315,000 | 259 |
| 2022-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,474,000 | 181 |
| Number of Managed Accounts | $1,157,000 | 181 |
| Number of Non-Managed Accounts | $317,000 | 124 |
| Total fiduciary and related assets | $1,183,913,000 | 227 |
| Managed Assets ($) | $988,670,000 | 206 |
| Non-managed Assets ($) | $195,243,000 | 217 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,155,000 | 265 |
| 2022-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,475,000 | 177 |
| Number of Managed Accounts | $1,163,000 | 178 |
| Number of Non-Managed Accounts | $312,000 | 115 |
| Total fiduciary and related assets | $1,205,942,000 | 221 |
| Managed Assets ($) | $967,769,000 | 201 |
| Non-managed Assets ($) | $238,173,000 | 192 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,687,000 | 267 |
| 2022-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,473,000 | 158 |
| Number of Managed Accounts | $1,145,000 | 166 |
| Number of Non-Managed Accounts | $328,000 | 99 |
| Total fiduciary and related assets | $1,257,297,000 | 186 |
| Managed Assets ($) | $1,004,392,000 | 170 |
| Non-managed Assets ($) | $252,905,000 | 164 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,672,000 | 228 |
| 2022-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,475,000 | 159 |
| Number of Managed Accounts | $1,148,000 | 164 |
| Number of Non-Managed Accounts | $327,000 | 101 |
| Total fiduciary and related assets | $1,356,780,000 | 189 |
| Managed Assets ($) | $1,075,331,000 | 176 |
| Non-managed Assets ($) | $281,449,000 | 161 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,372,000 | 230 |
| 2021-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,483,000 | 164 |
| Number of Managed Accounts | $1,143,000 | 163 |
| Number of Non-Managed Accounts | $340,000 | 109 |
| Total fiduciary and related assets | $1,422,951,000 | 191 |
| Managed Assets ($) | $1,104,533,000 | 177 |
| Non-managed Assets ($) | $318,418,000 | 163 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,256,000 | 228 |
| 2021-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,474,000 | 162 |
| Number of Managed Accounts | $1,131,000 | 165 |
| Number of Non-Managed Accounts | $343,000 | 98 |
| Total fiduciary and related assets | $1,420,620,000 | 187 |
| Managed Assets ($) | $1,084,246,000 | 177 |
| Non-managed Assets ($) | $336,374,000 | 150 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,910,000 | 228 |
| 2021-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,472,000 | 168 |
| Number of Managed Accounts | $1,128,000 | 168 |
| Number of Non-Managed Accounts | $344,000 | 99 |
| Total fiduciary and related assets | $1,407,309,000 | 187 |
| Managed Assets ($) | $1,067,477,000 | 177 |
| Non-managed Assets ($) | $339,832,000 | 150 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,711,000 | 223 |
| 2021-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,461,000 | 166 |
| Number of Managed Accounts | $1,114,000 | 165 |
| Number of Non-Managed Accounts | $347,000 | 98 |
| Total fiduciary and related assets | $1,391,569,000 | 184 |
| Managed Assets ($) | $1,042,094,000 | 176 |
| Non-managed Assets ($) | $349,475,000 | 143 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,355,000 | 223 |
| 2020-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,393,000 | 173 |
| Number of Managed Accounts | $1,113,000 | 169 |
| Number of Non-Managed Accounts | $280,000 | 126 |
| Total fiduciary and related assets | $1,368,395,000 | 184 |
| Managed Assets ($) | $1,016,580,000 | 177 |
| Non-managed Assets ($) | $351,815,000 | 145 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,839,000 | 225 |
| 2020-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,445,000 | 163 |
| Number of Managed Accounts | $1,091,000 | 166 |
| Number of Non-Managed Accounts | $354,000 | 97 |
| Total fiduciary and related assets | $1,309,666,000 | 181 |
| Managed Assets ($) | $947,045,000 | 174 |
| Non-managed Assets ($) | $362,621,000 | 137 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,447,000 | 227 |
| 2020-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,432,000 | 170 |
| Number of Managed Accounts | $1,076,000 | 175 |
| Number of Non-Managed Accounts | $356,000 | 101 |
| Total fiduciary and related assets | $1,241,788,000 | 187 |
| Managed Assets ($) | $902,655,000 | 173 |
| Non-managed Assets ($) | $339,133,000 | 144 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,392,000 | 225 |
| 2020-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,436,000 | 166 |
| Number of Managed Accounts | $1,079,000 | 169 |
| Number of Non-Managed Accounts | $357,000 | 98 |
| Total fiduciary and related assets | $1,187,951,000 | 183 |
| Managed Assets ($) | $866,352,000 | 169 |
| Non-managed Assets ($) | $321,599,000 | 140 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,290,000 | 218 |
| 2019-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,441,000 | 172 |
| Number of Managed Accounts | $1,078,000 | 172 |
| Number of Non-Managed Accounts | $363,000 | 110 |
| Total fiduciary and related assets | $1,252,656,000 | 186 |
| Managed Assets ($) | $916,402,000 | 174 |
| Non-managed Assets ($) | $336,254,000 | 146 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,769,000 | 220 |
| 2019-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,439,000 | 165 |
| Number of Managed Accounts | $1,062,000 | 169 |
| Number of Non-Managed Accounts | $377,000 | 94 |
| Total fiduciary and related assets | $1,193,036,000 | 189 |
| Managed Assets ($) | $814,516,000 | 182 |
| Non-managed Assets ($) | $378,520,000 | 138 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,463,000 | 222 |
| 2019-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,463,000 | 165 |
| Number of Managed Accounts | $1,068,000 | 171 |
| Number of Non-Managed Accounts | $395,000 | 95 |
| Total fiduciary and related assets | $1,171,853,000 | 188 |
| Managed Assets ($) | $791,818,000 | 186 |
| Non-managed Assets ($) | $380,035,000 | 137 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,206,000 | 229 |
| 2019-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,467,000 | 164 |
| Number of Managed Accounts | $1,068,000 | 172 |
| Number of Non-Managed Accounts | $399,000 | 95 |
| Total fiduciary and related assets | $1,178,406,000 | 188 |
| Managed Assets ($) | $795,691,000 | 181 |
| Non-managed Assets ($) | $382,715,000 | 137 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,147,000 | 222 |
| 2018-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,477,000 | 163 |
| Number of Managed Accounts | $1,074,000 | 170 |
| Number of Non-Managed Accounts | $403,000 | 106 |
| Total fiduciary and related assets | $1,120,447,000 | 187 |
| Managed Assets ($) | $742,178,000 | 180 |
| Non-managed Assets ($) | $378,269,000 | 140 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,720,000 | 220 |
| 2018-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,473,000 | 158 |
| Number of Managed Accounts | $1,069,000 | 168 |
| Number of Non-Managed Accounts | $404,000 | 97 |
| Total fiduciary and related assets | $1,161,123,000 | 188 |
| Managed Assets ($) | $806,313,000 | 176 |
| Non-managed Assets ($) | $354,810,000 | 143 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,408,000 | 222 |
| 2018-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,464,000 | 162 |
| Number of Managed Accounts | $1,060,000 | 171 |
| Number of Non-Managed Accounts | $404,000 | 99 |
| Total fiduciary and related assets | $1,072,528,000 | 199 |
| Managed Assets ($) | $773,234,000 | 182 |
| Non-managed Assets ($) | $299,294,000 | 153 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,402,000 | 220 |
| 2018-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,455,000 | 164 |
| Number of Managed Accounts | $1,045,000 | 170 |
| Number of Non-Managed Accounts | $410,000 | 100 |
| Total fiduciary and related assets | $1,082,085,000 | 196 |
| Managed Assets ($) | $772,909,000 | 181 |
| Non-managed Assets ($) | $309,176,000 | 154 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,218,000 | 221 |
| 2017-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,464,000 | 168 |
| Number of Managed Accounts | $1,042,000 | 172 |
| Number of Non-Managed Accounts | $422,000 | 110 |
| Total fiduciary and related assets | $1,116,730,000 | 191 |
| Managed Assets ($) | $790,884,000 | 180 |
| Non-managed Assets ($) | $325,846,000 | 150 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,682,000 | 219 |
| 2017-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,500,000 | 163 |
| Number of Managed Accounts | $1,071,000 | 166 |
| Number of Non-Managed Accounts | $429,000 | 96 |
| Total fiduciary and related assets | $1,293,563,000 | 169 |
| Managed Assets ($) | $978,780,000 | 160 |
| Non-managed Assets ($) | $314,783,000 | 151 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,424,000 | 220 |
| 2017-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,517,000 | 159 |
| Number of Managed Accounts | $1,074,000 | 165 |
| Number of Non-Managed Accounts | $443,000 | 94 |
| Total fiduciary and related assets | $1,084,411,000 | 188 |
| Managed Assets ($) | $752,142,000 | 176 |
| Non-managed Assets ($) | $332,269,000 | 146 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,312,000 | 222 |
| 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 | $1,535,000 | 157 |
| Number of Managed Accounts | $1,087,000 | 161 |
| Number of Non-Managed Accounts | $448,000 | 94 |
| Total fiduciary and related assets | $1,123,893,000 | 180 |
| Managed Assets ($) | $757,062,000 | 173 |
| Non-managed Assets ($) | $366,831,000 | 137 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,231,000 | 213 |
| 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 | $1,550,000 | 157 |
| Number of Managed Accounts | $1,092,000 | 159 |
| Number of Non-Managed Accounts | $458,000 | 105 |
| Total fiduciary and related assets | $1,194,808,000 | 166 |
| Managed Assets ($) | $806,622,000 | 167 |
| Non-managed Assets ($) | $388,186,000 | 133 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,916,000 | 200 |
| 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 | $1,569,000 | 148 |
| Number of Managed Accounts | $952,000 | 176 |
| Number of Non-Managed Accounts | $617,000 | 76 |
| Total fiduciary and related assets | $1,184,240,000 | 169 |
| Managed Assets ($) | $793,556,000 | 170 |
| Non-managed Assets ($) | $390,684,000 | 132 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,633,000 | 201 |
| 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 | $1,560,000 | 147 |
| Number of Managed Accounts | $955,000 | 178 |
| Number of Non-Managed Accounts | $605,000 | 79 |
| Total fiduciary and related assets | $1,142,811,000 | 172 |
| Managed Assets ($) | $788,330,000 | 167 |
| Non-managed Assets ($) | $354,481,000 | 133 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,447,000 | 200 |
| 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 | $1,589,000 | 144 |
| Number of Managed Accounts | $998,000 | 169 |
| Number of Non-Managed Accounts | $591,000 | 81 |
| Total fiduciary and related assets | $1,153,752,000 | 171 |
| Managed Assets ($) | $843,723,000 | 160 |
| Non-managed Assets ($) | $310,029,000 | 142 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,224,000 | 199 |
| 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 | $1,574,000 | 152 |
| Number of Managed Accounts | $974,000 | 174 |
| Number of Non-Managed Accounts | $600,000 | 87 |
| Total fiduciary and related assets | $1,123,362,000 | 174 |
| Managed Assets ($) | $810,810,000 | 163 |
| Non-managed Assets ($) | $312,552,000 | 136 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,087,000 | 198 |
| 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 | $1,605,000 | 143 |
| Number of Managed Accounts | $997,000 | 165 |
| Number of Non-Managed Accounts | $608,000 | 80 |
| Total fiduciary and related assets | $1,119,405,000 | 171 |
| Managed Assets ($) | $799,431,000 | 159 |
| Non-managed Assets ($) | $319,974,000 | 142 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,738,000 | 201 |
| 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 | $1,635,000 | 142 |
| Number of Managed Accounts | $1,010,000 | 166 |
| Number of Non-Managed Accounts | $625,000 | 79 |
| Total fiduciary and related assets | $1,160,307,000 | 172 |
| Managed Assets ($) | $821,449,000 | 163 |
| Non-managed Assets ($) | $338,858,000 | 140 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,476,000 | 207 |
| 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 | $1,636,000 | 142 |
| Number of Managed Accounts | $1,006,000 | 164 |
| Number of Non-Managed Accounts | $630,000 | 81 |
| Total fiduciary and related assets | $1,155,569,000 | 173 |
| Managed Assets ($) | $804,884,000 | 164 |
| Non-managed Assets ($) | $350,685,000 | 139 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,324,000 | 195 |
| 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 | $1,614,000 | 143 |
| Number of Managed Accounts | $980,000 | 166 |
| Number of Non-Managed Accounts | $634,000 | 91 |
| Total fiduciary and related assets | $1,100,945,000 | 176 |
| Managed Assets ($) | $784,593,000 | 165 |
| Non-managed Assets ($) | $316,352,000 | 141 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,090,000 | 195 |
| 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 | $1,628,000 | 140 |
| Number of Managed Accounts | $996,000 | 167 |
| Number of Non-Managed Accounts | $632,000 | 81 |
| Total fiduciary and related assets | $1,128,227,000 | 168 |
| Managed Assets ($) | $770,516,000 | 164 |
| Non-managed Assets ($) | $357,711,000 | 134 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,720,000 | 197 |
| 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 | $1,638,000 | 136 |
| Number of Managed Accounts | $994,000 | 168 |
| Number of Non-Managed Accounts | $644,000 | 82 |
| Total fiduciary and related assets | $1,129,662,000 | 165 |
| Managed Assets ($) | $779,206,000 | 161 |
| Non-managed Assets ($) | $350,456,000 | 136 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,536,000 | 194 |
| 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 | $1,658,000 | 135 |
| Number of Managed Accounts | $1,004,000 | 168 |
| Number of Non-Managed Accounts | $654,000 | 83 |
| Total fiduciary and related assets | $1,112,741,000 | 164 |
| Managed Assets ($) | $770,343,000 | 159 |
| Non-managed Assets ($) | $342,398,000 | 136 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,307,000 | 190 |
| 2013-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,675,000 | 139 |
| Number of Managed Accounts | $1,017,000 | 167 |
| Number of Non-Managed Accounts | $658,000 | 91 |
| Total fiduciary and related assets | $1,096,727,000 | 164 |
| Managed Assets ($) | $758,991,000 | 160 |
| Non-managed Assets ($) | $337,736,000 | 138 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,313,000 | 174 |
| 2013-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,687,000 | 131 |
| Number of Managed Accounts | $1,013,000 | 161 |
| Number of Non-Managed Accounts | $674,000 | 82 |
| Total fiduciary and related assets | $1,093,755,000 | 160 |
| Managed Assets ($) | $732,061,000 | 157 |
| Non-managed Assets ($) | $361,694,000 | 129 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,854,000 | 175 |
| 2013-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,763,000 | 126 |
| Number of Managed Accounts | $1,028,000 | 153 |
| Number of Non-Managed Accounts | $735,000 | 81 |
| Total fiduciary and related assets | $1,099,987,000 | 154 |
| Managed Assets ($) | $729,837,000 | 156 |
| Non-managed Assets ($) | $370,150,000 | 126 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,593,000 | 171 |
| 2013-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,755,000 | 128 |
| Number of Managed Accounts | $1,057,000 | 150 |
| Number of Non-Managed Accounts | $698,000 | 83 |
| Total fiduciary and related assets | $1,067,459,000 | 157 |
| Managed Assets ($) | $708,622,000 | 159 |
| Non-managed Assets ($) | $358,837,000 | 129 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,377,000 | 165 |
| 2012-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,820,000 | 129 |
| Number of Managed Accounts | $1,076,000 | 150 |
| Number of Non-Managed Accounts | $744,000 | 88 |
| Total fiduciary and related assets | $1,070,414,000 | 153 |
| Managed Assets ($) | $661,041,000 | 163 |
| Non-managed Assets ($) | $409,373,000 | 122 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,867,000 | 177 |
| 2012-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,554,000 | 141 |
| Number of Managed Accounts | $1,004,000 | 151 |
| Number of Non-Managed Accounts | $550,000 | 85 |
| Total fiduciary and related assets | $977,051,000 | 157 |
| Managed Assets ($) | $608,897,000 | 170 |
| Non-managed Assets ($) | $368,154,000 | 125 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,596,000 | 173 |
| 2012-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,581,000 | 135 |
| Number of Managed Accounts | $1,012,000 | 149 |
| Number of Non-Managed Accounts | $569,000 | 87 |
| Total fiduciary and related assets | $962,785,000 | 157 |
| Managed Assets ($) | $600,355,000 | 161 |
| Non-managed Assets ($) | $362,430,000 | 127 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,418,000 | 172 |
| 2012-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,704,000 | 130 |
| Number of Managed Accounts | $1,024,000 | 150 |
| Number of Non-Managed Accounts | $680,000 | 80 |
| Total fiduciary and related assets | $981,453,000 | 154 |
| Managed Assets ($) | $619,987,000 | 161 |
| Non-managed Assets ($) | $361,466,000 | 122 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,234,000 | 172 |
| 2011-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,714,000 | 133 |
| Number of Managed Accounts | $1,022,000 | 149 |
| Number of Non-Managed Accounts | $692,000 | 88 |
| Total fiduciary and related assets | $949,113,000 | 155 |
| Managed Assets ($) | $593,263,000 | 161 |
| Non-managed Assets ($) | $355,850,000 | 122 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,992,000 | 163 |
| 2011-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,348,000 | 153 |
| Number of Managed Accounts | $861,000 | 166 |
| Number of Non-Managed Accounts | $487,000 | 94 |
| Total fiduciary and related assets | $816,709,000 | 163 |
| Managed Assets ($) | $499,487,000 | 172 |
| Non-managed Assets ($) | $317,222,000 | 126 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,099,000 | 163 |
| 2011-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,358,000 | 155 |
| Number of Managed Accounts | $870,000 | 163 |
| Number of Non-Managed Accounts | $488,000 | 98 |
| Total fiduciary and related assets | $812,032,000 | 174 |
| Managed Assets ($) | $504,423,000 | 179 |
| Non-managed Assets ($) | $307,609,000 | 128 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,221,000 | 153 |
| 2011-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,368,000 | 151 |
| Number of Managed Accounts | $877,000 | 158 |
| Number of Non-Managed Accounts | $491,000 | 99 |
| Total fiduciary and related assets | $824,200,000 | 175 |
| Managed Assets ($) | $521,133,000 | 176 |
| Non-managed Assets ($) | $303,067,000 | 134 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,180,000 | 151 |
| 2010-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,369,000 | 161 |
| Number of Managed Accounts | $871,000 | 170 |
| Number of Non-Managed Accounts | $498,000 | 115 |
| Total fiduciary and related assets | $815,671,000 | 176 |
| Managed Assets ($) | $505,692,000 | 178 |
| Non-managed Assets ($) | $309,979,000 | 135 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,097,000 | 157 |
| 2010-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,399,000 | 150 |
| Number of Managed Accounts | $881,000 | 159 |
| Number of Non-Managed Accounts | $518,000 | 97 |
| Total fiduciary and related assets | $819,221,000 | 169 |
| Managed Assets ($) | $487,258,000 | 176 |
| Non-managed Assets ($) | $331,963,000 | 125 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,225,000 | 154 |
| 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 | $1,422,000 | 147 |
| Number of Managed Accounts | $866,000 | 163 |
| Number of Non-Managed Accounts | $556,000 | 94 |
| Total fiduciary and related assets | $804,372,000 | 168 |
| Managed Assets ($) | $504,392,000 | 166 |
| Non-managed Assets ($) | $299,980,000 | 126 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,254,000 | 154 |
| 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 | $1,432,000 | 147 |
| Number of Managed Accounts | $893,000 | 159 |
| Number of Non-Managed Accounts | $539,000 | 101 |
| Total fiduciary and related assets | $842,326,000 | 169 |
| Managed Assets ($) | $543,068,000 | 168 |
| Non-managed Assets ($) | $299,258,000 | 129 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,160,000 | 150 |
| 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 | $1,442,000 | 156 |
| Number of Managed Accounts | $907,000 | 164 |
| Number of Non-Managed Accounts | $535,000 | 124 |
| Total fiduciary and related assets | $851,800,000 | 167 |
| Managed Assets ($) | $551,442,000 | 169 |
| Non-managed Assets ($) | $300,358,000 | 131 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,795,000 | 168 |
| 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 | $1,388,000 | 150 |
| Number of Managed Accounts | $914,000 | 163 |
| Number of Non-Managed Accounts | $474,000 | 108 |
| Total fiduciary and related assets | $838,500,000 | 167 |
| Managed Assets ($) | $582,692,000 | 164 |
| Non-managed Assets ($) | $255,808,000 | 138 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,821,000 | 169 |
| 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 | $1,054,000 | 200 |
| Number of Managed Accounts | $571,000 | 235 |
| Number of Non-Managed Accounts | $483,000 | 102 |
| Total fiduciary and related assets | $678,952,000 | 186 |
| Managed Assets ($) | $437,950,000 | 188 |
| Non-managed Assets ($) | $241,002,000 | 139 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,746,000 | 179 |
| 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 | $1,063,000 | 200 |
| Number of Managed Accounts | $578,000 | 233 |
| Number of Non-Managed Accounts | $485,000 | 106 |
| Total fiduciary and related assets | $673,368,000 | 182 |
| Managed Assets ($) | $444,359,000 | 179 |
| Non-managed Assets ($) | $229,009,000 | 139 |
| Memoranda | ||
| Gross Fiduciary activities income | $912,000 | 172 |
| 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 | $1,068,000 | 219 |
| Number of Managed Accounts | $581,000 | 254 |
| Number of Non-Managed Accounts | $487,000 | 137 |
| Total fiduciary and related assets | $693,881,000 | 187 |
| Managed Assets ($) | $452,241,000 | 183 |
| Non-managed Assets ($) | $241,640,000 | 144 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,488,000 | 188 |
| 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 | $1,072,000 | 201 |
| Number of Managed Accounts | $582,000 | 235 |
| Number of Non-Managed Accounts | $490,000 | 112 |
| Total fiduciary and related assets | $712,619,000 | 194 |
| Managed Assets ($) | $466,399,000 | 189 |
| Non-managed Assets ($) | $246,220,000 | 151 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,743,000 | 190 |
| 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 | $1,095,000 | 201 |
| Number of Managed Accounts | $592,000 | 231 |
| Number of Non-Managed Accounts | $503,000 | 112 |
| Total fiduciary and related assets | $719,606,000 | 203 |
| Managed Assets ($) | $461,694,000 | 204 |
| Non-managed Assets ($) | $257,912,000 | 152 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,858,000 | 191 |
| 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 | $1,102,000 | 201 |
| Number of Managed Accounts | $596,000 | 230 |
| Number of Non-Managed Accounts | $506,000 | 110 |
| Total fiduciary and related assets | $736,211,000 | 208 |
| Managed Assets ($) | $467,459,000 | 209 |
| Non-managed Assets ($) | $268,752,000 | 154 |
| Memoranda | ||
| Gross Fiduciary activities income | $989,000 | 189 |
| 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 | $1,111,000 | 204 |
| Number of Managed Accounts | $604,000 | 241 |
| Number of Non-Managed Accounts | $507,000 | 128 |
| Total fiduciary and related assets | $795,988,000 | 203 |
| Managed Assets ($) | $503,356,000 | 196 |
| Non-managed Assets ($) | $292,632,000 | 152 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,144,000 | 211 |
| 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 | $1,100,000 | 188 |
| Number of Managed Accounts | $599,000 | 225 |
| Number of Non-Managed Accounts | $501,000 | 108 |
| Total fiduciary and related assets | $808,842,000 | 200 |
| Managed Assets ($) | $531,461,000 | 191 |
| Non-managed Assets ($) | $277,381,000 | 151 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,414,000 | 208 |
| 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 | $1,116,000 | 188 |
| Number of Managed Accounts | $602,000 | 229 |
| Number of Non-Managed Accounts | $514,000 | 109 |
| Total fiduciary and related assets | $744,114,000 | 216 |
| Managed Assets ($) | $486,060,000 | 209 |
| Non-managed Assets ($) | $258,054,000 | 164 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,605,000 | 216 |
| 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 | $1,127,000 | 183 |
| Number of Managed Accounts | $607,000 | 230 |
| Number of Non-Managed Accounts | $520,000 | 103 |
| Total fiduciary and related assets | $703,757,000 | 219 |
| Managed Assets ($) | $491,033,000 | 204 |
| Non-managed Assets ($) | $212,724,000 | 177 |
| Memoranda | ||
| Gross Fiduciary activities income | $817,000 | 208 |
| 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 | $1,111,000 | 202 |
| Number of Managed Accounts | $591,000 | 248 |
| Number of Non-Managed Accounts | $520,000 | 123 |
| Total fiduciary and related assets | $750,373,000 | 212 |
| Managed Assets ($) | $485,888,000 | 204 |
| Non-managed Assets ($) | $264,485,000 | 157 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,072,000 | 199 |
| 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 | $1,119,000 | 189 |
| Number of Managed Accounts | $593,000 | 235 |
| Number of Non-Managed Accounts | $526,000 | 107 |
| Total fiduciary and related assets | $723,513,000 | 216 |
| Managed Assets ($) | $472,251,000 | 209 |
| Non-managed Assets ($) | $251,262,000 | 166 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,404,000 | 205 |
| 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 | $1,128,000 | 189 |
| Number of Managed Accounts | $592,000 | 242 |
| Number of Non-Managed Accounts | $536,000 | 107 |
| Total fiduciary and related assets | $704,058,000 | 224 |
| Managed Assets ($) | $453,864,000 | 215 |
| Non-managed Assets ($) | $250,194,000 | 177 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,596,000 | 210 |
| 2006-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,145,000 | 186 |
| Number of Managed Accounts | $592,000 | 237 |
| Number of Non-Managed Accounts | $553,000 | 103 |
| Total fiduciary and related assets | $748,886,000 | 219 |
| Managed Assets ($) | $457,520,000 | 213 |
| Non-managed Assets ($) | $291,366,000 | 165 |
| Memoranda | ||
| Gross Fiduciary activities income | $810,000 | 209 |
| 2005-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,145,000 | 194 |
| Number of Managed Accounts | $593,000 | 255 |
| Number of Non-Managed Accounts | $552,000 | 120 |
| Total fiduciary and related assets | $758,117,000 | 219 |
| Managed Assets ($) | $445,781,000 | 214 |
| Non-managed Assets ($) | $312,336,000 | 159 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,738,000 | 219 |
| 2005-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,143,000 | 178 |
| Number of Managed Accounts | $587,000 | 237 |
| Number of Non-Managed Accounts | $556,000 | 99 |
| Total fiduciary and related assets | $724,144,000 | 219 |
| Managed Assets ($) | $416,846,000 | 218 |
| Non-managed Assets ($) | $307,298,000 | 158 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,126,000 | 210 |
| 2005-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,166,000 | 179 |
| Number of Managed Accounts | $590,000 | 235 |
| Number of Non-Managed Accounts | $576,000 | 102 |
| Total fiduciary and related assets | $723,432,000 | 219 |
| Managed Assets ($) | $419,271,000 | 218 |
| Non-managed Assets ($) | $304,161,000 | 156 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,417,000 | 212 |
| 2005-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,182,000 | 179 |
| Number of Managed Accounts | $591,000 | 234 |
| Number of Non-Managed Accounts | $591,000 | 106 |
| Total fiduciary and related assets | $662,083,000 | 227 |
| Managed Assets ($) | $416,413,000 | 218 |
| Non-managed Assets ($) | $245,670,000 | 176 |
| Memoranda | ||
| Gross Fiduciary activities income | $734,000 | 208 |
| 2004-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,027,000 | 211 |
| Number of Managed Accounts | $539,000 | 271 |
| Number of Non-Managed Accounts | $488,000 | 146 |
| Total fiduciary and related assets | $639,887,000 | 230 |
| Managed Assets ($) | $404,868,000 | 216 |
| Non-managed Assets ($) | $235,019,000 | 186 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,876,000 | 210 |
| 2004-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,028,000 | 198 |
| Number of Managed Accounts | $546,000 | 244 |
| Number of Non-Managed Accounts | $482,000 | 122 |
| Total fiduciary and related assets | $1,235,971,000 | 157 |
| Managed Assets ($) | $380,496,000 | 219 |
| Non-managed Assets ($) | $855,475,000 | 118 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,248,000 | 206 |
| 2004-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,011,000 | 204 |
| Number of Managed Accounts | $544,000 | 246 |
| Number of Non-Managed Accounts | $467,000 | 129 |
| Total fiduciary and related assets | $1,252,999,000 | 157 |
| Managed Assets ($) | $379,891,000 | 220 |
| Non-managed Assets ($) | $873,108,000 | 123 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,456,000 | 214 |
| 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 | $999,000 | 204 |
| Number of Managed Accounts | $532,000 | 249 |
| Number of Non-Managed Accounts | $467,000 | 129 |
| Total fiduciary and related assets | $1,253,016,000 | 158 |
| Managed Assets ($) | $374,509,000 | 226 |
| Non-managed Assets ($) | $878,507,000 | 117 |
| Memoranda | ||
| Gross Fiduciary activities income | $717,000 | 211 |
| 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 | $985,000 | 241 |
| Number of Managed Accounts | $521,000 | 278 |
| Number of Non-Managed Accounts | $464,000 | 160 |
| Total fiduciary and related assets | $1,271,544,000 | 161 |
| Managed Assets ($) | $365,972,000 | 235 |
| Non-managed Assets ($) | $905,572,000 | 121 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,695,000 | 214 |
| 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 | $983,000 | 220 |
| Number of Managed Accounts | $523,000 | 262 |
| Number of Non-Managed Accounts | $460,000 | 143 |
| Total fiduciary and related assets | $1,201,451,000 | 170 |
| Managed Assets ($) | $348,435,000 | 240 |
| Non-managed Assets ($) | $853,016,000 | 125 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,066,000 | 220 |
| 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 | $994,000 | 226 |
| Number of Managed Accounts | $521,000 | 262 |
| Number of Non-Managed Accounts | $473,000 | 144 |
| Total fiduciary and related assets | $1,257,204,000 | 169 |
| Managed Assets ($) | $365,049,000 | 233 |
| Non-managed Assets ($) | $892,155,000 | 124 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,445,000 | 223 |
| 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 | $984,000 | 234 |
| Number of Managed Accounts | $527,000 | 268 |
| Number of Non-Managed Accounts | $457,000 | 150 |
| Total fiduciary and related assets | $1,106,504,000 | 177 |
| Managed Assets ($) | $346,517,000 | 236 |
| Non-managed Assets ($) | $759,987,000 | 131 |
| Memoranda | ||
| Gross Fiduciary activities income | $693,000 | 232 |
| 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 | $990,000 | 253 |
| Number of Managed Accounts | $529,000 | 295 |
| Number of Non-Managed Accounts | $461,000 | 168 |
| Total fiduciary and related assets | $914,639,000 | 196 |
| Managed Assets ($) | $347,653,000 | 239 |
| Non-managed Assets ($) | $566,986,000 | 148 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,376,000 | 257 |
| 2001-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 2 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,043,000 | 220 |
| Number of Managed Accounts | $535,000 | 273 |
| Number of Non-Managed Accounts | $508,000 | 145 |
| Total fiduciary and related assets | $977,243,000 | 174 |
| Managed Assets ($) | $371,634,000 | 229 |
| Non-managed Assets ($) | $605,609,000 | 133 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,437,000 | 262 |
| 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 | $2,523,000 | 258 |
| 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 | $2,370,000 | 302 |
| 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 | $2,012,000 | 319 |
| 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 | $1,819,000 | 339 |
| 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 | $1,652,000 | 393 |
| 1995-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,401,000 | 458 |
| 1994-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,238,000 | 470 |
| 1993-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,133,000 | 514 |
| 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 | $959,000 | 564 |