Home > First Merchants Bank > Fiduciary and Related Services
First Merchants Bank, Fiduciary and Related Services
| 2024-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 3 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,115,000 | 101 |
| Number of Managed Accounts | $2,746,000 | 83 |
| Number of Non-Managed Accounts | $369,000 | 100 |
| Total fiduciary and related assets | $4,405,444,000 | 125 |
| Managed Assets ($) | $3,821,661,000 | 98 |
| Non-managed Assets ($) | $583,783,000 | 144 |
| Memoranda | ||
| Gross Fiduciary activities income | $19,047,000 | 115 |
| 2024-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 2 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,007,000 | 104 |
| Number of Managed Accounts | $2,729,000 | 87 |
| Number of Non-Managed Accounts | $278,000 | 121 |
| Total fiduciary and related assets | $4,282,644,000 | 125 |
| Managed Assets ($) | $3,640,294,000 | 99 |
| Non-managed Assets ($) | $642,350,000 | 146 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,677,000 | 124 |
| 2024-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 7 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,899,000 | 107 |
| Number of Managed Accounts | $2,705,000 | 88 |
| Number of Non-Managed Accounts | $194,000 | 138 |
| Total fiduciary and related assets | $4,295,942,000 | 124 |
| Managed Assets ($) | $3,751,309,000 | 99 |
| Non-managed Assets ($) | $544,633,000 | 148 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,984,000 | 111 |
| 2023-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 4 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,760,000 | 109 |
| Number of Managed Accounts | $2,684,000 | 84 |
| Number of Non-Managed Accounts | $76,000 | 300 |
| Total fiduciary and related assets | $4,141,754,000 | 122 |
| Managed Assets ($) | $3,604,387,000 | 95 |
| Non-managed Assets ($) | $537,367,000 | 149 |
| Memoranda | ||
| Gross Fiduciary activities income | $23,742,000 | 104 |
| 2023-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 5 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,910,000 | 101 |
| Number of Managed Accounts | $2,681,000 | 84 |
| Number of Non-Managed Accounts | $229,000 | 127 |
| Total fiduciary and related assets | $3,787,888,000 | 126 |
| Managed Assets ($) | $3,334,915,000 | 99 |
| Non-managed Assets ($) | $452,973,000 | 150 |
| Memoranda | ||
| Gross Fiduciary activities income | $17,607,000 | 107 |
| 2023-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 3 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,937,000 | 100 |
| Number of Managed Accounts | $2,707,000 | 76 |
| Number of Non-Managed Accounts | $230,000 | 140 |
| Total fiduciary and related assets | $3,842,567,000 | 122 |
| Managed Assets ($) | $3,363,087,000 | 94 |
| Non-managed Assets ($) | $479,480,000 | 145 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,752,000 | 104 |
| 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 | $3,004,000 | 102 |
| Number of Managed Accounts | $2,769,000 | 82 |
| Number of Non-Managed Accounts | $235,000 | 130 |
| Total fiduciary and related assets | $364,050,739,000 | 10 |
| Managed Assets ($) | $3,388,628,000 | 101 |
| Non-managed Assets ($) | $360,662,111,000 | 8 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,944,000 | 105 |
| 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 | $3,044,000 | 104 |
| Number of Managed Accounts | $2,806,000 | 83 |
| Number of Non-Managed Accounts | $238,000 | 151 |
| Total fiduciary and related assets | $3,891,306,000 | 130 |
| Managed Assets ($) | $3,363,365,000 | 102 |
| Non-managed Assets ($) | $527,941,000 | 149 |
| Memoranda | ||
| Gross Fiduciary activities income | $23,036,000 | 108 |
| 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 | $3,077,000 | 100 |
| Number of Managed Accounts | $2,828,000 | 83 |
| Number of Non-Managed Accounts | $249,000 | 127 |
| Total fiduciary and related assets | $3,475,345,000 | 134 |
| Managed Assets ($) | $3,066,925,000 | 105 |
| Non-managed Assets ($) | $408,420,000 | 159 |
| Memoranda | ||
| Gross Fiduciary activities income | $17,441,000 | 108 |
| 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 | $3,094,000 | 88 |
| Number of Managed Accounts | $2,831,000 | 75 |
| Number of Non-Managed Accounts | $263,000 | 113 |
| Total fiduciary and related assets | $3,467,604,000 | 114 |
| Managed Assets ($) | $3,033,748,000 | 90 |
| Non-managed Assets ($) | $433,856,000 | 129 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,837,000 | 90 |
| 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 | $3,118,000 | 88 |
| Number of Managed Accounts | $2,844,000 | 75 |
| Number of Non-Managed Accounts | $274,000 | 111 |
| Total fiduciary and related assets | $3,875,043,000 | 111 |
| Managed Assets ($) | $3,382,409,000 | 88 |
| Non-managed Assets ($) | $492,634,000 | 124 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,839,000 | 94 |
| 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 | $3,136,000 | 88 |
| Number of Managed Accounts | $2,862,000 | 74 |
| Number of Non-Managed Accounts | $274,000 | 124 |
| Total fiduciary and related assets | $4,051,330,000 | 110 |
| Managed Assets ($) | $3,562,789,000 | 88 |
| Non-managed Assets ($) | $488,541,000 | 130 |
| Memoranda | ||
| Gross Fiduciary activities income | $22,406,000 | 92 |
| 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 | $3,169,000 | 84 |
| Number of Managed Accounts | $2,882,000 | 73 |
| Number of Non-Managed Accounts | $287,000 | 107 |
| Total fiduciary and related assets | $4,226,209,000 | 106 |
| Managed Assets ($) | $3,743,454,000 | 82 |
| Non-managed Assets ($) | $482,755,000 | 129 |
| Memoranda | ||
| Gross Fiduciary activities income | $16,648,000 | 92 |
| 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 | $3,170,000 | 84 |
| Number of Managed Accounts | $2,878,000 | 73 |
| Number of Non-Managed Accounts | $292,000 | 110 |
| Total fiduciary and related assets | $4,189,188,000 | 104 |
| Managed Assets ($) | $3,692,441,000 | 82 |
| Non-managed Assets ($) | $496,747,000 | 131 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,892,000 | 91 |
| 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 | $3,045,000 | 87 |
| Number of Managed Accounts | $2,777,000 | 75 |
| Number of Non-Managed Accounts | $268,000 | 112 |
| Total fiduciary and related assets | $3,796,332,000 | 108 |
| Managed Assets ($) | $3,322,783,000 | 86 |
| Non-managed Assets ($) | $473,549,000 | 130 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,935,000 | 102 |
| 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 | $3,112,000 | 87 |
| Number of Managed Accounts | $2,841,000 | 74 |
| Number of Non-Managed Accounts | $271,000 | 131 |
| Total fiduciary and related assets | $3,693,345,000 | 110 |
| Managed Assets ($) | $3,259,518,000 | 87 |
| Non-managed Assets ($) | $433,827,000 | 131 |
| Memoranda | ||
| Gross Fiduciary activities income | $18,757,000 | 98 |
| 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 | $3,110,000 | 86 |
| Number of Managed Accounts | $2,853,000 | 73 |
| Number of Non-Managed Accounts | $257,000 | 116 |
| Total fiduciary and related assets | $3,443,713,000 | 108 |
| Managed Assets ($) | $3,051,979,000 | 85 |
| Non-managed Assets ($) | $391,734,000 | 131 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,986,000 | 97 |
| 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 | $3,107,000 | 85 |
| Number of Managed Accounts | $2,838,000 | 73 |
| Number of Non-Managed Accounts | $269,000 | 119 |
| Total fiduciary and related assets | $3,455,601,000 | 104 |
| Managed Assets ($) | $2,887,579,000 | 86 |
| Non-managed Assets ($) | $568,022,000 | 119 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,417,000 | 94 |
| 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 | $3,119,000 | 83 |
| Number of Managed Accounts | $2,847,000 | 73 |
| Number of Non-Managed Accounts | $272,000 | 112 |
| Total fiduciary and related assets | $2,871,433,000 | 110 |
| Managed Assets ($) | $2,379,519,000 | 92 |
| Non-managed Assets ($) | $491,914,000 | 123 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,866,000 | 93 |
| 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 | $3,118,000 | 86 |
| Number of Managed Accounts | $2,842,000 | 77 |
| Number of Non-Managed Accounts | $276,000 | 131 |
| Total fiduciary and related assets | $3,285,167,000 | 108 |
| Managed Assets ($) | $2,654,135,000 | 95 |
| Non-managed Assets ($) | $631,032,000 | 113 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,114,000 | 112 |
| 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 | $3,133,000 | 85 |
| Number of Managed Accounts | $2,864,000 | 75 |
| Number of Non-Managed Accounts | $269,000 | 115 |
| Total fiduciary and related assets | $607,410,166,000 | 8 |
| Managed Assets ($) | $571,648,348,000 | 2 |
| Non-managed Assets ($) | $35,761,818,000 | 20 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,491,000 | 114 |
| 2019-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,427,000 | 110 |
| Number of Managed Accounts | $2,201,000 | 99 |
| Number of Non-Managed Accounts | $226,000 | 132 |
| Total fiduciary and related assets | $2,535,489,000 | 120 |
| Managed Assets ($) | $1,961,233,000 | 110 |
| Non-managed Assets ($) | $574,256,000 | 118 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,698,000 | 120 |
| 2019-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,413,000 | 110 |
| Number of Managed Accounts | $2,174,000 | 100 |
| Number of Non-Managed Accounts | $239,000 | 130 |
| Total fiduciary and related assets | $2,464,122,000 | 121 |
| Managed Assets ($) | $1,899,965,000 | 111 |
| Non-managed Assets ($) | $564,157,000 | 118 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,412,000 | 117 |
| 2018-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,392,000 | 111 |
| Number of Managed Accounts | $2,153,000 | 96 |
| Number of Non-Managed Accounts | $239,000 | 152 |
| Total fiduciary and related assets | $2,240,419,000 | 120 |
| Managed Assets ($) | $1,717,921,000 | 114 |
| Non-managed Assets ($) | $522,498,000 | 120 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,129,000 | 119 |
| 2018-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,400,000 | 107 |
| Number of Managed Accounts | $2,153,000 | 92 |
| Number of Non-Managed Accounts | $247,000 | 127 |
| Total fiduciary and related assets | $2,435,413,000 | 119 |
| Managed Assets ($) | $1,854,790,000 | 110 |
| Non-managed Assets ($) | $580,623,000 | 118 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,808,000 | 119 |
| 2018-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,402,000 | 103 |
| Number of Managed Accounts | $2,146,000 | 91 |
| Number of Non-Managed Accounts | $256,000 | 124 |
| Total fiduciary and related assets | $2,384,872,000 | 118 |
| Managed Assets ($) | $1,802,885,000 | 112 |
| Non-managed Assets ($) | $581,987,000 | 118 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,566,000 | 118 |
| 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 | $2,423,000 | 103 |
| Number of Managed Accounts | $2,159,000 | 94 |
| Number of Non-Managed Accounts | $264,000 | 124 |
| Total fiduciary and related assets | $2,346,170,000 | 121 |
| Managed Assets ($) | $1,781,817,000 | 111 |
| Non-managed Assets ($) | $564,353,000 | 120 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,416,000 | 116 |
| 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 | $2,425,000 | 106 |
| Number of Managed Accounts | $2,153,000 | 95 |
| Number of Non-Managed Accounts | $272,000 | 140 |
| Total fiduciary and related assets | $2,387,466,000 | 117 |
| Managed Assets ($) | $1,819,774,000 | 110 |
| Non-managed Assets ($) | $567,692,000 | 121 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,589,000 | 122 |
| 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 | $2,396,000 | 104 |
| Number of Managed Accounts | $2,127,000 | 97 |
| Number of Non-Managed Accounts | $269,000 | 120 |
| Total fiduciary and related assets | $2,323,687,000 | 119 |
| Managed Assets ($) | $1,771,521,000 | 110 |
| Non-managed Assets ($) | $552,166,000 | 118 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,244,000 | 124 |
| 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 | $1,937,000 | 127 |
| Number of Managed Accounts | $1,689,000 | 114 |
| Number of Non-Managed Accounts | $248,000 | 126 |
| Total fiduciary and related assets | $1,857,759,000 | 134 |
| Managed Assets ($) | $1,350,902,000 | 123 |
| Non-managed Assets ($) | $506,857,000 | 123 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,249,000 | 125 |
| 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 | $1,949,000 | 123 |
| Number of Managed Accounts | $1,694,000 | 111 |
| Number of Non-Managed Accounts | $255,000 | 125 |
| Total fiduciary and related assets | $1,963,650,000 | 128 |
| Managed Assets ($) | $1,333,518,000 | 121 |
| Non-managed Assets ($) | $630,132,000 | 111 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,640,000 | 122 |
| 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 | $1,980,000 | 121 |
| Number of Managed Accounts | $1,668,000 | 108 |
| Number of Non-Managed Accounts | $312,000 | 127 |
| Total fiduciary and related assets | $1,855,437,000 | 130 |
| Managed Assets ($) | $1,297,486,000 | 121 |
| Non-managed Assets ($) | $557,951,000 | 113 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,818,000 | 126 |
| 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 | $1,982,000 | 117 |
| Number of Managed Accounts | $1,685,000 | 105 |
| Number of Non-Managed Accounts | $297,000 | 116 |
| Total fiduciary and related assets | $1,829,931,000 | 130 |
| Managed Assets ($) | $1,291,192,000 | 123 |
| Non-managed Assets ($) | $538,739,000 | 115 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,318,000 | 124 |
| 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 | $1,978,000 | 121 |
| Number of Managed Accounts | $1,666,000 | 107 |
| Number of Non-Managed Accounts | $312,000 | 111 |
| Total fiduciary and related assets | $1,810,509,000 | 129 |
| Managed Assets ($) | $1,263,261,000 | 124 |
| Non-managed Assets ($) | $547,248,000 | 113 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,870,000 | 124 |
| 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 | $1,960,000 | 122 |
| Number of Managed Accounts | $1,663,000 | 108 |
| Number of Non-Managed Accounts | $297,000 | 118 |
| Total fiduciary and related assets | $1,731,698,000 | 130 |
| Managed Assets ($) | $1,216,669,000 | 125 |
| Non-managed Assets ($) | $515,029,000 | 115 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,494,000 | 123 |
| 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 | $1,952,000 | 123 |
| Number of Managed Accounts | $1,656,000 | 109 |
| Number of Non-Managed Accounts | $296,000 | 134 |
| Total fiduciary and related assets | $1,686,463,000 | 131 |
| Managed Assets ($) | $1,200,126,000 | 125 |
| Non-managed Assets ($) | $486,337,000 | 115 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,196,000 | 129 |
| 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 | $1,934,000 | 120 |
| Number of Managed Accounts | $1,668,000 | 107 |
| Number of Non-Managed Accounts | $266,000 | 122 |
| Total fiduciary and related assets | $1,607,445,000 | 134 |
| Managed Assets ($) | $1,185,587,000 | 123 |
| Non-managed Assets ($) | $421,858,000 | 123 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,058,000 | 129 |
| 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 | $1,970,000 | 120 |
| Number of Managed Accounts | $1,694,000 | 108 |
| Number of Non-Managed Accounts | $276,000 | 122 |
| Total fiduciary and related assets | $1,697,090,000 | 136 |
| Managed Assets ($) | $1,202,431,000 | 126 |
| Non-managed Assets ($) | $494,659,000 | 122 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,816,000 | 132 |
| 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 | $1,952,000 | 120 |
| Number of Managed Accounts | $1,694,000 | 107 |
| Number of Non-Managed Accounts | $258,000 | 132 |
| Total fiduciary and related assets | $1,685,464,000 | 135 |
| Managed Assets ($) | $1,213,477,000 | 127 |
| Non-managed Assets ($) | $471,987,000 | 125 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,507,000 | 126 |
| 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 | $2,174,000 | 109 |
| Number of Managed Accounts | $1,908,000 | 97 |
| Number of Non-Managed Accounts | $266,000 | 158 |
| Total fiduciary and related assets | $1,652,060,000 | 137 |
| Managed Assets ($) | $1,191,647,000 | 126 |
| Non-managed Assets ($) | $460,413,000 | 126 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,966,000 | 130 |
| 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 | $1,837,000 | 123 |
| Number of Managed Accounts | $1,592,000 | 109 |
| Number of Non-Managed Accounts | $245,000 | 133 |
| Total fiduciary and related assets | $1,554,352,000 | 138 |
| Managed Assets ($) | $1,156,213,000 | 125 |
| Non-managed Assets ($) | $398,139,000 | 128 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,724,000 | 128 |
| 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 | $1,747,000 | 124 |
| Number of Managed Accounts | $1,589,000 | 106 |
| Number of Non-Managed Accounts | $158,000 | 163 |
| Total fiduciary and related assets | $1,605,734,000 | 135 |
| Managed Assets ($) | $1,171,265,000 | 123 |
| Non-managed Assets ($) | $434,469,000 | 124 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,572,000 | 128 |
| 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 | $1,840,000 | 122 |
| Number of Managed Accounts | $1,591,000 | 108 |
| Number of Non-Managed Accounts | $249,000 | 135 |
| Total fiduciary and related assets | $1,537,215,000 | 135 |
| Managed Assets ($) | $1,140,553,000 | 124 |
| Non-managed Assets ($) | $396,662,000 | 124 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,212,000 | 132 |
| 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 | $1,857,000 | 125 |
| Number of Managed Accounts | $1,595,000 | 107 |
| Number of Non-Managed Accounts | $262,000 | 163 |
| Total fiduciary and related assets | $1,525,438,000 | 138 |
| Managed Assets ($) | $1,121,344,000 | 125 |
| Non-managed Assets ($) | $404,094,000 | 123 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,594,000 | 133 |
| 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 | $1,852,000 | 119 |
| Number of Managed Accounts | $1,599,000 | 105 |
| Number of Non-Managed Accounts | $253,000 | 136 |
| Total fiduciary and related assets | $1,449,011,000 | 136 |
| Managed Assets ($) | $1,087,289,000 | 122 |
| Non-managed Assets ($) | $361,722,000 | 128 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,357,000 | 132 |
| 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 | $1,871,000 | 118 |
| Number of Managed Accounts | $1,598,000 | 103 |
| Number of Non-Managed Accounts | $273,000 | 130 |
| Total fiduciary and related assets | $1,424,347,000 | 137 |
| Managed Assets ($) | $1,052,555,000 | 121 |
| Non-managed Assets ($) | $371,792,000 | 125 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,371,000 | 132 |
| 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 | $1,846,000 | 121 |
| Number of Managed Accounts | $1,593,000 | 103 |
| Number of Non-Managed Accounts | $253,000 | 138 |
| Total fiduciary and related assets | $1,413,696,000 | 139 |
| Managed Assets ($) | $1,046,277,000 | 121 |
| Non-managed Assets ($) | $367,419,000 | 128 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,107,000 | 131 |
| 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 | $1,886,000 | 124 |
| Number of Managed Accounts | $1,610,000 | 102 |
| Number of Non-Managed Accounts | $276,000 | 170 |
| Total fiduciary and related assets | $1,357,054,000 | 138 |
| Managed Assets ($) | $1,003,785,000 | 123 |
| Non-managed Assets ($) | $353,269,000 | 126 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,891,000 | 130 |
| 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 | $1,862,000 | 119 |
| Number of Managed Accounts | $1,601,000 | 102 |
| Number of Non-Managed Accounts | $261,000 | 132 |
| Total fiduciary and related assets | $1,340,121,000 | 137 |
| Managed Assets ($) | $995,330,000 | 123 |
| Non-managed Assets ($) | $344,791,000 | 126 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,907,000 | 129 |
| 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 | $1,972,000 | 108 |
| Number of Managed Accounts | $1,593,000 | 101 |
| Number of Non-Managed Accounts | $379,000 | 112 |
| Total fiduciary and related assets | $1,349,257,000 | 135 |
| Managed Assets ($) | $965,200,000 | 122 |
| Non-managed Assets ($) | $384,057,000 | 123 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,921,000 | 130 |
| 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 | $1,968,000 | 108 |
| Number of Managed Accounts | $1,589,000 | 102 |
| Number of Non-Managed Accounts | $379,000 | 109 |
| Total fiduciary and related assets | $1,354,449,000 | 136 |
| Managed Assets ($) | $987,790,000 | 123 |
| Non-managed Assets ($) | $366,659,000 | 121 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,983,000 | 126 |
| 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 | $1,988,000 | 108 |
| Number of Managed Accounts | $1,590,000 | 101 |
| Number of Non-Managed Accounts | $398,000 | 128 |
| Total fiduciary and related assets | $1,297,729,000 | 134 |
| Managed Assets ($) | $935,814,000 | 123 |
| Non-managed Assets ($) | $361,915,000 | 121 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,650,000 | 114 |
| 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 | $1,972,000 | 104 |
| Number of Managed Accounts | $1,609,000 | 102 |
| Number of Non-Managed Accounts | $363,000 | 114 |
| Total fiduciary and related assets | $1,225,687,000 | 138 |
| Managed Assets ($) | $904,143,000 | 122 |
| Non-managed Assets ($) | $321,544,000 | 124 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,846,000 | 114 |
| 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 | $1,988,000 | 105 |
| Number of Managed Accounts | $1,599,000 | 102 |
| Number of Non-Managed Accounts | $389,000 | 114 |
| Total fiduciary and related assets | $1,378,442,000 | 137 |
| Managed Assets ($) | $996,910,000 | 124 |
| Non-managed Assets ($) | $381,532,000 | 120 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,965,000 | 113 |
| 2011-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,006,000 | 101 |
| Number of Managed Accounts | $1,611,000 | 94 |
| Number of Non-Managed Accounts | $395,000 | 115 |
| Total fiduciary and related assets | $1,355,635,000 | 136 |
| Managed Assets ($) | $985,760,000 | 124 |
| Non-managed Assets ($) | $369,875,000 | 124 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,036,000 | 108 |
| 2010-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,054,000 | 104 |
| Number of Managed Accounts | $1,626,000 | 90 |
| Number of Non-Managed Accounts | $428,000 | 126 |
| Total fiduciary and related assets | $1,326,625,000 | 140 |
| Managed Assets ($) | $958,371,000 | 125 |
| Non-managed Assets ($) | $368,254,000 | 125 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,692,000 | 109 |
| 2010-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,078,000 | 98 |
| Number of Managed Accounts | $1,656,000 | 89 |
| Number of Non-Managed Accounts | $422,000 | 112 |
| Total fiduciary and related assets | $1,361,261,000 | 136 |
| Managed Assets ($) | $1,001,883,000 | 117 |
| Non-managed Assets ($) | $359,378,000 | 119 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,811,000 | 106 |
| 2010-06-30 | Rank | |
| Fiduciary powers granted | $0 | 2,202 |
| Fiduciary power exercised | $0 | 1,653 |
| Fiduciary or related activity | $0 | 1,572 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 414 |
| Number of Managed Accounts | $0 | 393 |
| Number of Non-Managed Accounts | $0 | 394 |
| Total fiduciary and related assets | $0 | 413 |
| Managed Assets ($) | $0 | 394 |
| Non-managed Assets ($) | $0 | 392 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,300 |
| 2010-03-31 | Rank | |
| Fiduciary powers granted | $0 | 2,230 |
| Fiduciary power exercised | $0 | 1,664 |
| Fiduciary or related activity | $0 | 1,585 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 421 |
| Number of Managed Accounts | $0 | 397 |
| Number of Non-Managed Accounts | $0 | 401 |
| Total fiduciary and related assets | $0 | 419 |
| Managed Assets ($) | $0 | 397 |
| Non-managed Assets ($) | $0 | 399 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,246 |
| 2009-12-31 | Rank | |
| Fiduciary powers granted | $0 | 2,244 |
| Fiduciary power exercised | $0 | 1,675 |
| Fiduciary or related activity | $0 | 1,593 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,585 |
| Number of Managed Accounts | $0 | 1,485 |
| Number of Non-Managed Accounts | $0 | 1,248 |
| Total fiduciary and related assets | $0 | 1,581 |
| Managed Assets ($) | $0 | 1,484 |
| Non-managed Assets ($) | $0 | 1,242 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,390 |
| 2009-09-30 | Rank | |
| Fiduciary powers granted | $0 | 2,265 |
| Fiduciary power exercised | $0 | 1,685 |
| Fiduciary or related activity | $0 | 1,605 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 409 |
| Number of Managed Accounts | $0 | 386 |
| Number of Non-Managed Accounts | $0 | 386 |
| Total fiduciary and related assets | $0 | 408 |
| Managed Assets ($) | $0 | 386 |
| Non-managed Assets ($) | $0 | 385 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,353 |
| 2009-06-30 | Rank | |
| Fiduciary powers granted | $0 | 2,285 |
| Fiduciary power exercised | $0 | 1,701 |
| Fiduciary or related activity | $0 | 1,617 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 415 |
| Number of Managed Accounts | $0 | 392 |
| Number of Non-Managed Accounts | $0 | 393 |
| Total fiduciary and related assets | $0 | 414 |
| Managed Assets ($) | $0 | 392 |
| Non-managed Assets ($) | $0 | 391 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,340 |
| 2009-03-31 | Rank | |
| Fiduciary powers granted | $0 | 2,301 |
| Fiduciary power exercised | $0 | 1,711 |
| Fiduciary or related activity | $0 | 1,627 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 418 |
| Number of Managed Accounts | $0 | 395 |
| Number of Non-Managed Accounts | $0 | 393 |
| Total fiduciary and related assets | $0 | 417 |
| Managed Assets ($) | $0 | 395 |
| Non-managed Assets ($) | $0 | 392 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,285 |
| 2008-12-31 | Rank | |
| Fiduciary powers granted | $0 | 2,321 |
| Fiduciary power exercised | $0 | 1,723 |
| Fiduciary or related activity | $0 | 1,634 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,622 |
| Number of Managed Accounts | $0 | 1,520 |
| Number of Non-Managed Accounts | $0 | 1,251 |
| Total fiduciary and related assets | $0 | 1,618 |
| Managed Assets ($) | $0 | 1,519 |
| Non-managed Assets ($) | $0 | 1,241 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,000 | 1,196 |
| 2008-09-30 | Rank | |
| Fiduciary powers granted | $0 | 2,346 |
| Fiduciary power exercised | $0 | 1,749 |
| Fiduciary or related activity | $0 | 1,659 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 441 |
| Number of Managed Accounts | $0 | 419 |
| Number of Non-Managed Accounts | $0 | 421 |
| Total fiduciary and related assets | $0 | 440 |
| Managed Assets ($) | $0 | 419 |
| Non-managed Assets ($) | $0 | 420 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,000 | 1,122 |
| 2008-06-30 | Rank | |
| Fiduciary powers granted | $0 | 2,370 |
| Fiduciary power exercised | $0 | 1,767 |
| Fiduciary or related activity | $0 | 1,672 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 450 |
| Number of Managed Accounts | $0 | 425 |
| Number of Non-Managed Accounts | $0 | 427 |
| Total fiduciary and related assets | $0 | 449 |
| Managed Assets ($) | $0 | 425 |
| Non-managed Assets ($) | $0 | 426 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,000 | 1,285 |
| 2008-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,777 |
| Fiduciary or related activity | $0 | 1,684 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 460 |
| Number of Managed Accounts | $0 | 434 |
| Number of Non-Managed Accounts | $0 | 433 |
| Total fiduciary and related assets | $0 | 459 |
| Managed Assets ($) | $0 | 434 |
| Non-managed Assets ($) | $0 | 431 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,000 | 1,203 |
| 2007-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,786 |
| Fiduciary or related activity | $0 | 1,696 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,688 |
| Number of Managed Accounts | $0 | 1,582 |
| Number of Non-Managed Accounts | $0 | 1,300 |
| Total fiduciary and related assets | $0 | 1,685 |
| Managed Assets ($) | $0 | 1,581 |
| Non-managed Assets ($) | $0 | 1,291 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,000 | 1,373 |
| 2007-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,805 |
| Fiduciary or related activity | $0 | 1,715 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 444 |
| Number of Managed Accounts | $0 | 421 |
| Number of Non-Managed Accounts | $0 | 417 |
| Total fiduciary and related assets | $0 | 443 |
| Managed Assets ($) | $0 | 421 |
| Non-managed Assets ($) | $0 | 416 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,000 | 1,384 |
| 2007-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,809 |
| Fiduciary or related activity | $0 | 1,721 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 450 |
| Number of Managed Accounts | $0 | 427 |
| Number of Non-Managed Accounts | $0 | 422 |
| Total fiduciary and related assets | $0 | 449 |
| Managed Assets ($) | $0 | 427 |
| Non-managed Assets ($) | $0 | 421 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,429 |
| 2007-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,815 |
| Fiduciary or related activity | $0 | 1,720 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 451 |
| Number of Managed Accounts | $0 | 427 |
| Number of Non-Managed Accounts | $0 | 425 |
| Total fiduciary and related assets | $0 | 450 |
| Managed Assets ($) | $0 | 427 |
| Non-managed Assets ($) | $0 | 424 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,355 |
| 2006-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,827 |
| Fiduciary or related activity | $0 | 1,740 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,733 |
| Number of Managed Accounts | $0 | 1,625 |
| Number of Non-Managed Accounts | $0 | 1,332 |
| Total fiduciary and related assets | $0 | 1,730 |
| Managed Assets ($) | $0 | 1,624 |
| Non-managed Assets ($) | $0 | 1,321 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,523 |
| 2006-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,839 |
| Fiduciary or related activity | $0 | 1,758 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 432 |
| Number of Managed Accounts | $0 | 409 |
| Number of Non-Managed Accounts | $0 | 409 |
| Total fiduciary and related assets | $0 | 431 |
| Managed Assets ($) | $0 | 409 |
| Non-managed Assets ($) | $0 | 408 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,468 |
| 2006-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,855 |
| Fiduciary or related activity | $0 | 1,774 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 435 |
| Number of Managed Accounts | $0 | 413 |
| Number of Non-Managed Accounts | $0 | 412 |
| Total fiduciary and related assets | $0 | 434 |
| Managed Assets ($) | $0 | 413 |
| Non-managed Assets ($) | $0 | 411 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,458 |
| 2006-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,863 |
| Fiduciary or related activity | $0 | 1,786 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 458 |
| Number of Managed Accounts | $0 | 437 |
| Number of Non-Managed Accounts | $0 | 423 |
| Total fiduciary and related assets | $0 | 457 |
| Managed Assets ($) | $0 | 437 |
| Non-managed Assets ($) | $0 | 422 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,380 |
| 2005-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,867 |
| Fiduciary or related activity | $0 | 1,792 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,788 |
| Number of Managed Accounts | $0 | 1,678 |
| Number of Non-Managed Accounts | $0 | 1,373 |
| Total fiduciary and related assets | $0 | 1,786 |
| Managed Assets ($) | $0 | 1,677 |
| Non-managed Assets ($) | $0 | 1,365 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,557 |
| 2005-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,877 |
| Fiduciary or related activity | $0 | 1,783 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 444 |
| Number of Managed Accounts | $0 | 422 |
| Number of Non-Managed Accounts | $0 | 414 |
| Total fiduciary and related assets | $0 | 443 |
| Managed Assets ($) | $0 | 423 |
| Non-managed Assets ($) | $0 | 412 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,504 |
| 2005-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,881 |
| Fiduciary or related activity | $0 | 1,792 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 460 |
| Number of Managed Accounts | $0 | 435 |
| Number of Non-Managed Accounts | $0 | 431 |
| Total fiduciary and related assets | $0 | 458 |
| Managed Assets ($) | $0 | 435 |
| Non-managed Assets ($) | $0 | 429 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,480 |
| 2005-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,895 |
| Fiduciary or related activity | $0 | 1,801 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 465 |
| Number of Managed Accounts | $0 | 438 |
| Number of Non-Managed Accounts | $0 | 433 |
| Total fiduciary and related assets | $0 | 463 |
| Managed Assets ($) | $0 | 438 |
| Non-managed Assets ($) | $0 | 431 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,418 |
| 2004-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,898 |
| Fiduciary or related activity | $0 | 1,821 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,812 |
| Number of Managed Accounts | $0 | 1,698 |
| Number of Non-Managed Accounts | $0 | 1,368 |
| Total fiduciary and related assets | $0 | 1,810 |
| Managed Assets ($) | $0 | 1,698 |
| Non-managed Assets ($) | $0 | 1,358 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,582 |
| 2004-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,908 |
| Fiduciary or related activity | $0 | 1,824 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 453 |
| Number of Managed Accounts | $0 | 424 |
| Number of Non-Managed Accounts | $0 | 423 |
| Total fiduciary and related assets | $0 | 451 |
| Managed Assets ($) | $0 | 424 |
| Non-managed Assets ($) | $0 | 421 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,547 |
| 2004-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,920 |
| Fiduciary or related activity | $0 | 1,840 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 462 |
| Number of Managed Accounts | $0 | 429 |
| Number of Non-Managed Accounts | $0 | 432 |
| Total fiduciary and related assets | $0 | 459 |
| Managed Assets ($) | $0 | 429 |
| Non-managed Assets ($) | $0 | 429 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,518 |
| 2004-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,930 |
| Fiduciary or related activity | $0 | 1,848 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 473 |
| Number of Managed Accounts | $0 | 438 |
| Number of Non-Managed Accounts | $0 | 438 |
| Total fiduciary and related assets | $0 | 471 |
| Managed Assets ($) | $0 | 438 |
| Non-managed Assets ($) | $0 | 436 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,441 |
| 2003-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $0 | 1,873 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,865 |
| Number of Managed Accounts | $0 | 1,742 |
| Number of Non-Managed Accounts | $0 | 1,417 |
| Total fiduciary and related assets | $0 | 1,862 |
| Managed Assets ($) | $0 | 1,742 |
| Non-managed Assets ($) | $0 | 1,404 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,641 |
| 2003-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $0 | 1,895 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 473 |
| Number of Managed Accounts | $0 | 442 |
| Number of Non-Managed Accounts | $0 | 446 |
| Total fiduciary and related assets | $0 | 472 |
| Managed Assets ($) | $0 | 442 |
| Non-managed Assets ($) | $0 | 445 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,599 |
| 2003-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $0 | 1,908 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 474 |
| Number of Managed Accounts | $0 | 446 |
| Number of Non-Managed Accounts | $0 | 448 |
| Total fiduciary and related assets | $0 | 473 |
| Managed Assets ($) | $0 | 446 |
| Non-managed Assets ($) | $0 | 447 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,577 |
| 2003-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $0 | 1,921 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 491 |
| Number of Managed Accounts | $0 | 461 |
| Number of Non-Managed Accounts | $0 | 460 |
| Total fiduciary and related assets | $0 | 490 |
| Managed Assets ($) | $0 | 461 |
| Non-managed Assets ($) | $0 | 458 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,000 | 1,409 |
| 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 | $2,064,000 | 139 |
| Number of Managed Accounts | $2,009,000 | 101 |
| Number of Non-Managed Accounts | $55,000 | 600 |
| Total fiduciary and related assets | $925,369,000 | 194 |
| Managed Assets ($) | $797,834,000 | 146 |
| Non-managed Assets ($) | $127,535,000 | 247 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,001,000 | 166 |
| 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 | $2,161,000 | 122 |
| Number of Managed Accounts | $2,092,000 | 93 |
| Number of Non-Managed Accounts | $69,000 | 504 |
| Total fiduciary and related assets | $1,051,830,000 | 167 |
| Managed Assets ($) | $892,491,000 | 133 |
| Non-managed Assets ($) | $159,339,000 | 205 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,213,000 | 161 |
| 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 | $4,774,000 | 173 |
| 1999-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $4,427,000 | 209 |
| 1998-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $4,014,000 | 218 |
| 1997-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $3,258,000 | 252 |
| 1996-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $2,882,000 | 292 |
| 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 | $2,713,000 | 313 |
| 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 | $2,524,000 | 319 |
| 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 | $2,388,000 | 342 |
| 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 | $2,204,000 | 364 |