Home > First Financial Bank > Fiduciary and Related Services
First Financial 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 | $4,152,000 | 81 |
| Number of Managed Accounts | $4,058,000 | 60 |
| Number of Non-Managed Accounts | $94,000 | 267 |
| Total fiduciary and related assets | $2,903,407,000 | 147 |
| Managed Assets ($) | $2,687,438,000 | 111 |
| Non-managed Assets ($) | $215,969,000 | 209 |
| Memoranda | ||
| Gross Fiduciary activities income | $19,452,000 | 118 |
| 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 | $4,177,000 | 78 |
| Number of Managed Accounts | $4,078,000 | 59 |
| Number of Non-Managed Accounts | $99,000 | 196 |
| Total fiduciary and related assets | $2,767,839,000 | 149 |
| Managed Assets ($) | $2,563,894,000 | 115 |
| Non-managed Assets ($) | $203,945,000 | 195 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,668,000 | 117 |
| 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 | $4,158,000 | 78 |
| Number of Managed Accounts | $4,068,000 | 59 |
| Number of Non-Managed Accounts | $90,000 | 226 |
| Total fiduciary and related assets | $2,791,707,000 | 144 |
| Managed Assets ($) | $2,593,763,000 | 109 |
| Non-managed Assets ($) | $197,944,000 | 208 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,912,000 | 110 |
| 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 | $4,148,000 | 83 |
| Number of Managed Accounts | $4,055,000 | 62 |
| Number of Non-Managed Accounts | $93,000 | 203 |
| Total fiduciary and related assets | $2,753,772,000 | 154 |
| Managed Assets ($) | $2,557,622,000 | 117 |
| Non-managed Assets ($) | $196,150,000 | 201 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,789,000 | 120 |
| 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 | $4,067,000 | 88 |
| Number of Managed Accounts | $3,972,000 | 65 |
| Number of Non-Managed Accounts | $95,000 | 268 |
| Total fiduciary and related assets | $2,615,746,000 | 157 |
| Managed Assets ($) | $2,422,618,000 | 122 |
| Non-managed Assets ($) | $193,128,000 | 219 |
| Memoranda | ||
| Gross Fiduciary activities income | $18,704,000 | 124 |
| 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 | $4,065,000 | 85 |
| Number of Managed Accounts | $3,965,000 | 64 |
| Number of Non-Managed Accounts | $100,000 | 202 |
| Total fiduciary and related assets | $2,403,642,000 | 158 |
| Managed Assets ($) | $2,204,066,000 | 123 |
| Non-managed Assets ($) | $199,576,000 | 202 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,226,000 | 124 |
| 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 | $4,013,000 | 75 |
| Number of Managed Accounts | $3,910,000 | 58 |
| Number of Non-Managed Accounts | $103,000 | 191 |
| Total fiduciary and related assets | $2,425,719,000 | 132 |
| Managed Assets ($) | $2,218,000,000 | 103 |
| Non-managed Assets ($) | $207,719,000 | 179 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,879,000 | 103 |
| 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 | $3,922,000 | 75 |
| Number of Managed Accounts | $3,823,000 | 61 |
| Number of Non-Managed Accounts | $99,000 | 181 |
| Total fiduciary and related assets | $2,624,879,000 | 135 |
| Managed Assets ($) | $2,405,970,000 | 104 |
| Non-managed Assets ($) | $218,909,000 | 175 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,795,000 | 106 |
| 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 | $3,799,000 | 77 |
| Number of Managed Accounts | $3,698,000 | 61 |
| Number of Non-Managed Accounts | $101,000 | 241 |
| Total fiduciary and related assets | $2,709,677,000 | 135 |
| Managed Assets ($) | $2,474,894,000 | 104 |
| Non-managed Assets ($) | $234,783,000 | 184 |
| Memoranda | ||
| Gross Fiduciary activities income | $18,609,000 | 106 |
| 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 | $3,690,000 | 76 |
| Number of Managed Accounts | $3,585,000 | 62 |
| Number of Non-Managed Accounts | $105,000 | 177 |
| Total fiduciary and related assets | $2,589,313,000 | 136 |
| Managed Assets ($) | $2,382,599,000 | 107 |
| Non-managed Assets ($) | $206,714,000 | 182 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,956,000 | 106 |
| 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 | $3,569,000 | 77 |
| Number of Managed Accounts | $3,462,000 | 66 |
| Number of Non-Managed Accounts | $107,000 | 183 |
| Total fiduciary and related assets | $2,567,737,000 | 137 |
| Managed Assets ($) | $2,353,206,000 | 107 |
| Non-managed Assets ($) | $214,531,000 | 189 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,337,000 | 107 |
| 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 | $3,406,000 | 77 |
| Number of Managed Accounts | $3,293,000 | 66 |
| Number of Non-Managed Accounts | $113,000 | 174 |
| Total fiduciary and related assets | $2,262,885,000 | 139 |
| Managed Assets ($) | $2,054,702,000 | 116 |
| Non-managed Assets ($) | $208,183,000 | 181 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,398,000 | 109 |
| 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 | $3,309,000 | 81 |
| Number of Managed Accounts | $3,193,000 | 69 |
| Number of Non-Managed Accounts | $116,000 | 229 |
| Total fiduciary and related assets | $2,223,478,000 | 140 |
| Managed Assets ($) | $2,019,279,000 | 116 |
| Non-managed Assets ($) | $204,199,000 | 190 |
| Memoranda | ||
| Gross Fiduciary activities income | $16,531,000 | 104 |
| 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 | $3,304,000 | 79 |
| Number of Managed Accounts | $3,181,000 | 68 |
| Number of Non-Managed Accounts | $123,000 | 171 |
| Total fiduciary and related assets | $2,208,523,000 | 136 |
| Managed Assets ($) | $2,029,856,000 | 109 |
| Non-managed Assets ($) | $178,667,000 | 185 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,438,000 | 103 |
| 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 | $3,260,000 | 78 |
| Number of Managed Accounts | $3,134,000 | 67 |
| Number of Non-Managed Accounts | $126,000 | 181 |
| Total fiduciary and related assets | $2,110,448,000 | 137 |
| Managed Assets ($) | $1,937,898,000 | 110 |
| Non-managed Assets ($) | $172,550,000 | 193 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,583,000 | 104 |
| 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 | $3,277,000 | 78 |
| Number of Managed Accounts | $3,121,000 | 68 |
| Number of Non-Managed Accounts | $156,000 | 157 |
| Total fiduciary and related assets | $1,907,047,000 | 137 |
| Managed Assets ($) | $1,743,860,000 | 113 |
| Non-managed Assets ($) | $163,187,000 | 185 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,469,000 | 103 |
| 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 | $3,448,000 | 77 |
| Number of Managed Accounts | $3,051,000 | 71 |
| Number of Non-Managed Accounts | $397,000 | 105 |
| Total fiduciary and related assets | $2,178,781,000 | 136 |
| Managed Assets ($) | $1,993,170,000 | 112 |
| Non-managed Assets ($) | $185,611,000 | 190 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,644,000 | 110 |
| 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 | $3,357,000 | 78 |
| Number of Managed Accounts | $2,952,000 | 74 |
| Number of Non-Managed Accounts | $405,000 | 92 |
| Total fiduciary and related assets | $2,107,171,000 | 136 |
| Managed Assets ($) | $1,917,905,000 | 113 |
| Non-managed Assets ($) | $189,266,000 | 178 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,731,000 | 110 |
| 2019-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,198,000 | 84 |
| Number of Managed Accounts | $2,849,000 | 75 |
| Number of Non-Managed Accounts | $349,000 | 102 |
| Total fiduciary and related assets | $2,099,814,000 | 135 |
| Managed Assets ($) | $1,883,973,000 | 114 |
| Non-managed Assets ($) | $215,841,000 | 170 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,013,000 | 108 |
| 2019-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,166,000 | 83 |
| Number of Managed Accounts | $2,811,000 | 75 |
| Number of Non-Managed Accounts | $355,000 | 101 |
| Total fiduciary and related assets | $2,070,654,000 | 135 |
| Managed Assets ($) | $1,867,147,000 | 115 |
| Non-managed Assets ($) | $203,507,000 | 173 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,070,000 | 108 |
| 2018-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,148,000 | 85 |
| Number of Managed Accounts | $2,765,000 | 74 |
| Number of Non-Managed Accounts | $383,000 | 112 |
| Total fiduciary and related assets | $1,977,412,000 | 131 |
| Managed Assets ($) | $1,766,896,000 | 112 |
| Non-managed Assets ($) | $210,516,000 | 168 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,082,000 | 111 |
| 2018-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,166,000 | 82 |
| Number of Managed Accounts | $2,764,000 | 74 |
| Number of Non-Managed Accounts | $402,000 | 98 |
| Total fiduciary and related assets | $2,122,273,000 | 127 |
| Managed Assets ($) | $1,916,233,000 | 109 |
| Non-managed Assets ($) | $206,040,000 | 178 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,379,000 | 111 |
| 2018-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,166,000 | 82 |
| Number of Managed Accounts | $2,718,000 | 74 |
| Number of Non-Managed Accounts | $448,000 | 95 |
| Total fiduciary and related assets | $2,154,236,000 | 125 |
| Managed Assets ($) | $1,889,684,000 | 107 |
| Non-managed Assets ($) | $264,552,000 | 162 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,651,000 | 109 |
| 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 | $2,589,000 | 99 |
| Number of Managed Accounts | $2,483,000 | 81 |
| Number of Non-Managed Accounts | $106,000 | 199 |
| Total fiduciary and related assets | $2,108,845,000 | 128 |
| Managed Assets ($) | $1,768,761,000 | 112 |
| Non-managed Assets ($) | $340,084,000 | 146 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,954,000 | 106 |
| 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 | $2,570,000 | 102 |
| Number of Managed Accounts | $2,450,000 | 81 |
| Number of Non-Managed Accounts | $120,000 | 248 |
| Total fiduciary and related assets | $2,115,503,000 | 127 |
| Managed Assets ($) | $1,767,590,000 | 113 |
| Non-managed Assets ($) | $347,913,000 | 146 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,073,000 | 110 |
| 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 | $2,535,000 | 101 |
| Number of Managed Accounts | $2,417,000 | 82 |
| Number of Non-Managed Accounts | $118,000 | 190 |
| Total fiduciary and related assets | $2,062,941,000 | 129 |
| Managed Assets ($) | $1,716,893,000 | 114 |
| Non-managed Assets ($) | $346,048,000 | 147 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,476,000 | 110 |
| 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 | $2,477,000 | 100 |
| Number of Managed Accounts | $2,359,000 | 82 |
| Number of Non-Managed Accounts | $118,000 | 188 |
| Total fiduciary and related assets | $2,000,670,000 | 125 |
| Managed Assets ($) | $1,672,643,000 | 112 |
| Non-managed Assets ($) | $328,027,000 | 147 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,151,000 | 106 |
| 2017-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,504,000 | 99 |
| Number of Managed Accounts | $2,360,000 | 81 |
| Number of Non-Managed Accounts | $144,000 | 168 |
| Total fiduciary and related assets | $1,966,250,000 | 127 |
| Managed Assets ($) | $1,639,265,000 | 111 |
| Non-managed Assets ($) | $326,985,000 | 145 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,746,000 | 103 |
| 2016-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,474,000 | 101 |
| Number of Managed Accounts | $2,330,000 | 80 |
| Number of Non-Managed Accounts | $144,000 | 226 |
| Total fiduciary and related assets | $1,912,369,000 | 128 |
| Managed Assets ($) | $1,592,784,000 | 111 |
| Non-managed Assets ($) | $319,585,000 | 143 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,200,000 | 109 |
| 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 | $2,464,000 | 97 |
| Number of Managed Accounts | $2,313,000 | 78 |
| Number of Non-Managed Accounts | $151,000 | 169 |
| Total fiduciary and related assets | $1,903,989,000 | 126 |
| Managed Assets ($) | $1,585,725,000 | 109 |
| Non-managed Assets ($) | $318,264,000 | 141 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,959,000 | 108 |
| 2016-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,469,000 | 99 |
| Number of Managed Accounts | $2,312,000 | 77 |
| Number of Non-Managed Accounts | $157,000 | 167 |
| Total fiduciary and related assets | $1,852,225,000 | 127 |
| Managed Assets ($) | $1,543,831,000 | 108 |
| Non-managed Assets ($) | $308,394,000 | 141 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,723,000 | 108 |
| 2016-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,447,000 | 100 |
| Number of Managed Accounts | $2,278,000 | 80 |
| Number of Non-Managed Accounts | $169,000 | 160 |
| Total fiduciary and related assets | $1,847,305,000 | 129 |
| Managed Assets ($) | $1,531,226,000 | 112 |
| Non-managed Assets ($) | $316,079,000 | 139 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,440,000 | 107 |
| 2015-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,459,000 | 101 |
| Number of Managed Accounts | $2,269,000 | 79 |
| Number of Non-Managed Accounts | $190,000 | 197 |
| Total fiduciary and related assets | $1,899,012,000 | 127 |
| Managed Assets ($) | $1,509,086,000 | 110 |
| Non-managed Assets ($) | $389,926,000 | 126 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,128,000 | 108 |
| 2015-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,500,000 | 98 |
| Number of Managed Accounts | $2,277,000 | 78 |
| Number of Non-Managed Accounts | $223,000 | 138 |
| Total fiduciary and related assets | $1,884,143,000 | 125 |
| Managed Assets ($) | $1,479,246,000 | 114 |
| Non-managed Assets ($) | $404,897,000 | 126 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,042,000 | 108 |
| 2015-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,498,000 | 97 |
| Number of Managed Accounts | $2,279,000 | 80 |
| Number of Non-Managed Accounts | $219,000 | 139 |
| Total fiduciary and related assets | $1,989,898,000 | 125 |
| Managed Assets ($) | $1,560,829,000 | 112 |
| Non-managed Assets ($) | $429,069,000 | 129 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,909,000 | 107 |
| 2015-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,530,000 | 97 |
| Number of Managed Accounts | $2,303,000 | 78 |
| Number of Non-Managed Accounts | $227,000 | 139 |
| Total fiduciary and related assets | $2,013,222,000 | 124 |
| Managed Assets ($) | $1,576,365,000 | 109 |
| Non-managed Assets ($) | $436,857,000 | 130 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,634,000 | 103 |
| 2014-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,601,000 | 94 |
| Number of Managed Accounts | $2,327,000 | 75 |
| Number of Non-Managed Accounts | $274,000 | 157 |
| Total fiduciary and related assets | $2,045,561,000 | 121 |
| Managed Assets ($) | $1,612,968,000 | 104 |
| Non-managed Assets ($) | $432,593,000 | 129 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,634,000 | 102 |
| 2014-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,651,000 | 88 |
| Number of Managed Accounts | $2,365,000 | 73 |
| Number of Non-Managed Accounts | $286,000 | 127 |
| Total fiduciary and related assets | $2,028,127,000 | 120 |
| Managed Assets ($) | $1,594,500,000 | 103 |
| Non-managed Assets ($) | $433,627,000 | 125 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,258,000 | 101 |
| 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 | $2,705,000 | 86 |
| Number of Managed Accounts | $2,407,000 | 70 |
| Number of Non-Managed Accounts | $298,000 | 122 |
| Total fiduciary and related assets | $2,060,704,000 | 119 |
| Managed Assets ($) | $1,620,980,000 | 101 |
| Non-managed Assets ($) | $439,724,000 | 123 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,051,000 | 99 |
| 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 | $2,828,000 | 88 |
| Number of Managed Accounts | $2,516,000 | 70 |
| Number of Non-Managed Accounts | $312,000 | 123 |
| Total fiduciary and related assets | $2,075,507,000 | 118 |
| Managed Assets ($) | $1,641,372,000 | 101 |
| Non-managed Assets ($) | $434,135,000 | 122 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,746,000 | 95 |
| 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 | $2,890,000 | 89 |
| Number of Managed Accounts | $2,560,000 | 68 |
| Number of Non-Managed Accounts | $330,000 | 137 |
| Total fiduciary and related assets | $2,114,405,000 | 116 |
| Managed Assets ($) | $1,680,905,000 | 99 |
| Non-managed Assets ($) | $433,500,000 | 120 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,319,000 | 95 |
| 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 | $3,062,000 | 81 |
| Number of Managed Accounts | $2,717,000 | 65 |
| Number of Non-Managed Accounts | $345,000 | 111 |
| Total fiduciary and related assets | $2,238,452,000 | 110 |
| Managed Assets ($) | $1,815,126,000 | 90 |
| Non-managed Assets ($) | $423,326,000 | 120 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,814,000 | 92 |
| 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 | $3,105,000 | 80 |
| Number of Managed Accounts | $2,756,000 | 62 |
| Number of Non-Managed Accounts | $349,000 | 112 |
| Total fiduciary and related assets | $2,231,896,000 | 108 |
| Managed Assets ($) | $1,797,377,000 | 89 |
| Non-managed Assets ($) | $434,519,000 | 118 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,447,000 | 92 |
| 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 | $3,200,000 | 78 |
| Number of Managed Accounts | $2,830,000 | 57 |
| Number of Non-Managed Accounts | $370,000 | 112 |
| Total fiduciary and related assets | $2,302,980,000 | 107 |
| Managed Assets ($) | $1,860,426,000 | 89 |
| Non-managed Assets ($) | $442,554,000 | 118 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,950,000 | 86 |
| 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 | $3,270,000 | 77 |
| Number of Managed Accounts | $2,885,000 | 56 |
| Number of Non-Managed Accounts | $385,000 | 131 |
| Total fiduciary and related assets | $2,058,829,000 | 112 |
| Managed Assets ($) | $1,780,839,000 | 88 |
| Non-managed Assets ($) | $277,990,000 | 140 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,951,000 | 92 |
| 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 | $3,329,000 | 75 |
| Number of Managed Accounts | $2,928,000 | 54 |
| Number of Non-Managed Accounts | $401,000 | 105 |
| Total fiduciary and related assets | $2,099,656,000 | 106 |
| Managed Assets ($) | $1,810,393,000 | 84 |
| Non-managed Assets ($) | $289,263,000 | 138 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,542,000 | 90 |
| 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 | $3,380,000 | 74 |
| Number of Managed Accounts | $2,972,000 | 53 |
| Number of Non-Managed Accounts | $408,000 | 105 |
| Total fiduciary and related assets | $2,000,990,000 | 108 |
| Managed Assets ($) | $1,725,473,000 | 83 |
| Non-managed Assets ($) | $275,517,000 | 142 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,168,000 | 87 |
| 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 | $3,493,000 | 73 |
| Number of Managed Accounts | $3,059,000 | 51 |
| Number of Non-Managed Accounts | $434,000 | 100 |
| Total fiduciary and related assets | $2,064,550,000 | 107 |
| Managed Assets ($) | $1,775,316,000 | 85 |
| Non-managed Assets ($) | $289,234,000 | 135 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,791,000 | 83 |
| 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 | $3,558,000 | 73 |
| Number of Managed Accounts | $3,107,000 | 51 |
| Number of Non-Managed Accounts | $451,000 | 117 |
| Total fiduciary and related assets | $2,001,968,000 | 105 |
| Managed Assets ($) | $1,722,912,000 | 86 |
| Non-managed Assets ($) | $279,056,000 | 138 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,340,000 | 75 |
| 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 | $3,891,000 | 66 |
| Number of Managed Accounts | $3,412,000 | 50 |
| Number of Non-Managed Accounts | $479,000 | 96 |
| Total fiduciary and related assets | $1,925,926,000 | 106 |
| Managed Assets ($) | $1,658,519,000 | 87 |
| Non-managed Assets ($) | $267,407,000 | 134 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,809,000 | 76 |
| 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 | $4,042,000 | 64 |
| Number of Managed Accounts | $3,564,000 | 48 |
| Number of Non-Managed Accounts | $478,000 | 99 |
| Total fiduciary and related assets | $2,125,476,000 | 106 |
| Managed Assets ($) | $1,829,550,000 | 87 |
| Non-managed Assets ($) | $295,926,000 | 132 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,431,000 | 75 |
| 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 | $4,063,000 | 64 |
| Number of Managed Accounts | $3,600,000 | 46 |
| Number of Non-Managed Accounts | $463,000 | 100 |
| Total fiduciary and related assets | $2,110,007,000 | 103 |
| Managed Assets ($) | $1,822,259,000 | 85 |
| Non-managed Assets ($) | $287,748,000 | 139 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,925,000 | 72 |
| 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 | $4,010,000 | 67 |
| Number of Managed Accounts | $3,546,000 | 46 |
| Number of Non-Managed Accounts | $464,000 | 120 |
| Total fiduciary and related assets | $2,071,191,000 | 104 |
| Managed Assets ($) | $1,787,646,000 | 85 |
| Non-managed Assets ($) | $283,545,000 | 142 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,841,000 | 72 |
| 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 | $3,948,000 | 67 |
| Number of Managed Accounts | $3,464,000 | 46 |
| Number of Non-Managed Accounts | $484,000 | 103 |
| Total fiduciary and related assets | $1,955,826,000 | 107 |
| Managed Assets ($) | $1,678,283,000 | 85 |
| Non-managed Assets ($) | $277,543,000 | 138 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,558,000 | 72 |
| 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 | $4,009,000 | 66 |
| Number of Managed Accounts | $3,526,000 | 46 |
| Number of Non-Managed Accounts | $483,000 | 104 |
| Total fiduciary and related assets | $1,927,940,000 | 105 |
| Managed Assets ($) | $1,678,172,000 | 84 |
| Non-managed Assets ($) | $249,768,000 | 142 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,195,000 | 71 |
| 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 | $4,051,000 | 68 |
| Number of Managed Accounts | $3,574,000 | 43 |
| Number of Non-Managed Accounts | $477,000 | 109 |
| Total fiduciary and related assets | $2,040,363,000 | 105 |
| Managed Assets ($) | $1,831,514,000 | 81 |
| Non-managed Assets ($) | $208,849,000 | 161 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,536,000 | 72 |
| 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 | $4,201,000 | 74 |
| Number of Managed Accounts | $3,707,000 | 46 |
| Number of Non-Managed Accounts | $494,000 | 130 |
| Total fiduciary and related assets | $2,020,594,000 | 107 |
| Managed Assets ($) | $1,806,142,000 | 83 |
| Non-managed Assets ($) | $214,452,000 | 157 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,566,000 | 80 |
| 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 | $4,305,000 | 68 |
| Number of Managed Accounts | $3,816,000 | 44 |
| Number of Non-Managed Accounts | $489,000 | 103 |
| Total fiduciary and related assets | $1,936,621,000 | 109 |
| Managed Assets ($) | $1,740,378,000 | 84 |
| Non-managed Assets ($) | $196,243,000 | 155 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,115,000 | 80 |
| 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 | $3,946,000 | 75 |
| Number of Managed Accounts | $3,501,000 | 50 |
| Number of Non-Managed Accounts | $445,000 | 112 |
| Total fiduciary and related assets | $1,555,376,000 | 117 |
| Managed Assets ($) | $1,403,485,000 | 89 |
| Non-managed Assets ($) | $151,891,000 | 170 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,015,000 | 82 |
| 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 | $4,028,000 | 70 |
| Number of Managed Accounts | $3,583,000 | 48 |
| Number of Non-Managed Accounts | $445,000 | 113 |
| Total fiduciary and related assets | $1,457,009,000 | 117 |
| Managed Assets ($) | $1,318,333,000 | 89 |
| Non-managed Assets ($) | $138,676,000 | 179 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,980,000 | 81 |
| 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 | $4,080,000 | 76 |
| Number of Managed Accounts | $3,644,000 | 49 |
| Number of Non-Managed Accounts | $436,000 | 145 |
| Total fiduciary and related assets | $1,584,574,000 | 119 |
| Managed Assets ($) | $1,439,161,000 | 90 |
| Non-managed Assets ($) | $145,413,000 | 188 |
| Memoranda | ||
| Gross Fiduciary activities income | $16,174,000 | 71 |
| 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 | $4,149,000 | 70 |
| Number of Managed Accounts | $3,730,000 | 50 |
| Number of Non-Managed Accounts | $419,000 | 126 |
| Total fiduciary and related assets | $1,815,073,000 | 114 |
| Managed Assets ($) | $1,662,856,000 | 89 |
| Non-managed Assets ($) | $152,217,000 | 186 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,666,000 | 72 |
| 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 | $4,256,000 | 70 |
| Number of Managed Accounts | $3,859,000 | 47 |
| Number of Non-Managed Accounts | $397,000 | 130 |
| Total fiduciary and related assets | $1,945,374,000 | 115 |
| Managed Assets ($) | $1,791,640,000 | 91 |
| Non-managed Assets ($) | $153,734,000 | 194 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,533,000 | 74 |
| 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 | $4,339,000 | 71 |
| Number of Managed Accounts | $3,900,000 | 47 |
| Number of Non-Managed Accounts | $439,000 | 124 |
| Total fiduciary and related assets | $2,012,761,000 | 118 |
| Managed Assets ($) | $1,882,337,000 | 90 |
| Non-managed Assets ($) | $130,424,000 | 205 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,228,000 | 72 |
| 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 | $4,448,000 | 70 |
| Number of Managed Accounts | $4,000,000 | 49 |
| Number of Non-Managed Accounts | $448,000 | 146 |
| Total fiduciary and related assets | $2,155,411,000 | 114 |
| Managed Assets ($) | $2,015,663,000 | 86 |
| Non-managed Assets ($) | $139,748,000 | 217 |
| Memoranda | ||
| Gross Fiduciary activities income | $16,066,000 | 73 |
| 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 | $4,568,000 | 65 |
| Number of Managed Accounts | $4,137,000 | 45 |
| Number of Non-Managed Accounts | $431,000 | 118 |
| Total fiduciary and related assets | $2,226,568,000 | 115 |
| Managed Assets ($) | $2,097,876,000 | 83 |
| Non-managed Assets ($) | $128,692,000 | 211 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,555,000 | 76 |
| 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 | $4,616,000 | 67 |
| Number of Managed Accounts | $4,147,000 | 47 |
| Number of Non-Managed Accounts | $469,000 | 114 |
| Total fiduciary and related assets | $2,243,876,000 | 121 |
| Managed Assets ($) | $2,111,068,000 | 83 |
| Non-managed Assets ($) | $132,808,000 | 215 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,647,000 | 80 |
| 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 | $4,526,000 | 64 |
| Number of Managed Accounts | $4,092,000 | 46 |
| Number of Non-Managed Accounts | $434,000 | 117 |
| Total fiduciary and related assets | $2,202,034,000 | 116 |
| Managed Assets ($) | $2,078,045,000 | 78 |
| Non-managed Assets ($) | $123,989,000 | 217 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,644,000 | 82 |
| 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 | $4,548,000 | 68 |
| Number of Managed Accounts | $4,118,000 | 45 |
| Number of Non-Managed Accounts | $430,000 | 138 |
| Total fiduciary and related assets | $2,280,098,000 | 115 |
| Managed Assets ($) | $2,158,977,000 | 76 |
| Non-managed Assets ($) | $121,121,000 | 230 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,360,000 | 77 |
| 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 | $4,575,000 | 69 |
| Number of Managed Accounts | $4,153,000 | 47 |
| Number of Non-Managed Accounts | $422,000 | 119 |
| Total fiduciary and related assets | $2,204,519,000 | 118 |
| Managed Assets ($) | $2,084,126,000 | 80 |
| Non-managed Assets ($) | $120,393,000 | 224 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,691,000 | 81 |
| 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 | $4,703,000 | 71 |
| Number of Managed Accounts | $4,285,000 | 47 |
| Number of Non-Managed Accounts | $418,000 | 125 |
| Total fiduciary and related assets | $2,197,194,000 | 119 |
| Managed Assets ($) | $2,080,634,000 | 85 |
| Non-managed Assets ($) | $116,560,000 | 235 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,935,000 | 85 |
| 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 | $4,693,000 | 68 |
| Number of Managed Accounts | $4,287,000 | 48 |
| Number of Non-Managed Accounts | $406,000 | 129 |
| Total fiduciary and related assets | $2,244,260,000 | 118 |
| Managed Assets ($) | $2,132,269,000 | 84 |
| Non-managed Assets ($) | $111,991,000 | 238 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,053,000 | 85 |
| 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 | $4,680,000 | 75 |
| Number of Managed Accounts | $4,292,000 | 50 |
| Number of Non-Managed Accounts | $388,000 | 154 |
| Total fiduciary and related assets | $2,228,618,000 | 119 |
| Managed Assets ($) | $2,119,181,000 | 84 |
| Non-managed Assets ($) | $109,437,000 | 248 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,988,000 | 83 |
| 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 | $4,746,000 | 68 |
| Number of Managed Accounts | $4,320,000 | 48 |
| Number of Non-Managed Accounts | $426,000 | 123 |
| Total fiduciary and related assets | $2,282,201,000 | 115 |
| Managed Assets ($) | $2,181,454,000 | 84 |
| Non-managed Assets ($) | $100,747,000 | 234 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,947,000 | 84 |
| 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 | $3,741,000 | 80 |
| Number of Managed Accounts | $3,558,000 | 51 |
| Number of Non-Managed Accounts | $183,000 | 197 |
| Total fiduciary and related assets | $1,952,996,000 | 120 |
| Managed Assets ($) | $1,890,921,000 | 88 |
| Non-managed Assets ($) | $62,075,000 | 266 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,648,000 | 89 |
| 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 | $3,783,000 | 81 |
| Number of Managed Accounts | $3,598,000 | 54 |
| Number of Non-Managed Accounts | $185,000 | 194 |
| Total fiduciary and related assets | $1,944,685,000 | 125 |
| Managed Assets ($) | $1,882,338,000 | 91 |
| Non-managed Assets ($) | $62,347,000 | 269 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,431,000 | 90 |
| 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 | $3,806,000 | 87 |
| Number of Managed Accounts | $3,621,000 | 57 |
| Number of Non-Managed Accounts | $185,000 | 274 |
| Total fiduciary and related assets | $2,000,905,000 | 126 |
| Managed Assets ($) | $1,934,774,000 | 91 |
| Non-managed Assets ($) | $66,131,000 | 305 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,394,000 | 88 |
| 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 | $3,807,000 | 81 |
| Number of Managed Accounts | $3,627,000 | 55 |
| Number of Non-Managed Accounts | $180,000 | 198 |
| Total fiduciary and related assets | $1,912,513,000 | 127 |
| Managed Assets ($) | $1,847,211,000 | 90 |
| Non-managed Assets ($) | $65,302,000 | 266 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,810,000 | 91 |
| 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 | $3,806,000 | 81 |
| Number of Managed Accounts | $3,618,000 | 54 |
| Number of Non-Managed Accounts | $188,000 | 201 |
| Total fiduciary and related assets | $1,963,669,000 | 128 |
| Managed Assets ($) | $1,892,929,000 | 91 |
| Non-managed Assets ($) | $70,740,000 | 265 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,662,000 | 94 |
| 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 | $3,844,000 | 80 |
| Number of Managed Accounts | $3,656,000 | 56 |
| Number of Non-Managed Accounts | $188,000 | 202 |
| Total fiduciary and related assets | $2,038,176,000 | 126 |
| Managed Assets ($) | $1,967,395,000 | 92 |
| Non-managed Assets ($) | $70,781,000 | 268 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,258,000 | 94 |
| 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 | $3,792,000 | 88 |
| Number of Managed Accounts | $3,613,000 | 60 |
| Number of Non-Managed Accounts | $179,000 | 292 |
| Total fiduciary and related assets | $1,900,887,000 | 134 |
| Managed Assets ($) | $1,838,174,000 | 98 |
| Non-managed Assets ($) | $62,713,000 | 322 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,870,000 | 99 |
| 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 | $3,736,000 | 87 |
| Number of Managed Accounts | $3,559,000 | 58 |
| Number of Non-Managed Accounts | $177,000 | 218 |
| Total fiduciary and related assets | $1,809,179,000 | 141 |
| Managed Assets ($) | $1,751,691,000 | 100 |
| Non-managed Assets ($) | $57,488,000 | 293 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,823,000 | 102 |
| 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 | $3,776,000 | 85 |
| Number of Managed Accounts | $3,595,000 | 58 |
| Number of Non-Managed Accounts | $181,000 | 228 |
| Total fiduciary and related assets | $1,787,752,000 | 142 |
| Managed Assets ($) | $1,732,200,000 | 100 |
| Non-managed Assets ($) | $55,552,000 | 293 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,835,000 | 105 |
| 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 | $3,733,000 | 89 |
| Number of Managed Accounts | $3,584,000 | 61 |
| Number of Non-Managed Accounts | $149,000 | 250 |
| Total fiduciary and related assets | $1,693,532,000 | 145 |
| Managed Assets ($) | $1,649,791,000 | 105 |
| Non-managed Assets ($) | $43,741,000 | 311 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,964,000 | 106 |
| 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 | $3,745,000 | 92 |
| Number of Managed Accounts | $3,605,000 | 64 |
| Number of Non-Managed Accounts | $140,000 | 353 |
| Total fiduciary and related assets | $1,756,964,000 | 140 |
| Managed Assets ($) | $1,710,417,000 | 102 |
| Non-managed Assets ($) | $46,547,000 | 359 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,901,000 | 100 |
| 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 | $4,031,000 | 81 |
| Number of Managed Accounts | $3,880,000 | 55 |
| Number of Non-Managed Accounts | $151,000 | 332 |
| Total fiduciary and related assets | $2,050,884,000 | 123 |
| Managed Assets ($) | $1,993,426,000 | 94 |
| Non-managed Assets ($) | $57,458,000 | 320 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,440,000 | 104 |
| 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 | $11,973,000 | 104 |
| 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 | $11,380,000 | 128 |
| 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 | $10,401,000 | 134 |
| 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 | $8,577,000 | 147 |
| 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 | $7,146,000 | 180 |
| 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 | $6,679,000 | 203 |
| 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 | $6,243,000 | 202 |
| 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 | $5,762,000 | 212 |
| 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 | $5,327,000 | 213 |