Home > First National Bank of Pennsylvania > Fiduciary and Related Services
First National Bank of Pennsylvania, 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 | $5,863,000 | 60 |
| Number of Managed Accounts | $5,577,000 | 42 |
| Number of Non-Managed Accounts | $286,000 | 128 |
| Total fiduciary and related assets | $8,028,381,000 | 86 |
| Managed Assets ($) | $6,343,464,000 | 63 |
| Non-managed Assets ($) | $1,684,917,000 | 99 |
| Memoranda | ||
| Gross Fiduciary activities income | $43,598,000 | 70 |
| 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 | $5,780,000 | 63 |
| Number of Managed Accounts | $5,494,000 | 44 |
| Number of Non-Managed Accounts | $286,000 | 112 |
| Total fiduciary and related assets | $7,931,050,000 | 85 |
| Managed Assets ($) | $6,218,321,000 | 63 |
| Non-managed Assets ($) | $1,712,729,000 | 96 |
| Memoranda | ||
| Gross Fiduciary activities income | $32,598,000 | 72 |
| 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 | $5,679,000 | 62 |
| Number of Managed Accounts | $5,372,000 | 44 |
| Number of Non-Managed Accounts | $307,000 | 116 |
| Total fiduciary and related assets | $8,062,824,000 | 82 |
| Managed Assets ($) | $6,273,851,000 | 61 |
| Non-managed Assets ($) | $1,788,973,000 | 92 |
| Memoranda | ||
| Gross Fiduciary activities income | $21,792,000 | 68 |
| 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 | $5,508,000 | 67 |
| Number of Managed Accounts | $5,201,000 | 50 |
| Number of Non-Managed Accounts | $307,000 | 114 |
| Total fiduciary and related assets | $7,638,512,000 | 89 |
| Managed Assets ($) | $5,975,497,000 | 67 |
| Non-managed Assets ($) | $1,663,015,000 | 102 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,887,000 | 73 |
| 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 | $5,368,000 | 68 |
| Number of Managed Accounts | $5,067,000 | 50 |
| Number of Non-Managed Accounts | $301,000 | 128 |
| Total fiduciary and related assets | $7,376,690,000 | 89 |
| Managed Assets ($) | $5,725,321,000 | 66 |
| Non-managed Assets ($) | $1,651,369,000 | 103 |
| Memoranda | ||
| Gross Fiduciary activities income | $40,077,000 | 76 |
| 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 | $5,186,000 | 68 |
| Number of Managed Accounts | $4,877,000 | 51 |
| Number of Non-Managed Accounts | $309,000 | 116 |
| Total fiduciary and related assets | $6,745,300,000 | 93 |
| Managed Assets ($) | $5,096,110,000 | 73 |
| Non-managed Assets ($) | $1,649,190,000 | 101 |
| Memoranda | ||
| Gross Fiduciary activities income | $30,447,000 | 77 |
| 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 | $5,156,000 | 58 |
| Number of Managed Accounts | $4,849,000 | 48 |
| Number of Non-Managed Accounts | $307,000 | 105 |
| Total fiduciary and related assets | $6,857,163,000 | 70 |
| Managed Assets ($) | $5,132,602,000 | 60 |
| Non-managed Assets ($) | $1,724,561,000 | 81 |
| Memoranda | ||
| Gross Fiduciary activities income | $20,595,000 | 62 |
| 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 | $5,037,000 | 58 |
| Number of Managed Accounts | $4,732,000 | 48 |
| Number of Non-Managed Accounts | $305,000 | 104 |
| Total fiduciary and related assets | $7,360,274,000 | 72 |
| Managed Assets ($) | $5,525,009,000 | 61 |
| Non-managed Assets ($) | $1,835,265,000 | 82 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,624,000 | 61 |
| 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 | $4,872,000 | 59 |
| Number of Managed Accounts | $4,570,000 | 49 |
| Number of Non-Managed Accounts | $302,000 | 117 |
| Total fiduciary and related assets | $7,600,871,000 | 71 |
| Managed Assets ($) | $5,651,133,000 | 59 |
| Non-managed Assets ($) | $1,949,738,000 | 83 |
| Memoranda | ||
| Gross Fiduciary activities income | $38,463,000 | 64 |
| 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 | $4,757,000 | 59 |
| Number of Managed Accounts | $4,457,000 | 49 |
| Number of Non-Managed Accounts | $300,000 | 104 |
| Total fiduciary and related assets | $7,248,020,000 | 71 |
| Managed Assets ($) | $5,358,458,000 | 58 |
| Non-managed Assets ($) | $1,889,562,000 | 82 |
| Memoranda | ||
| Gross Fiduciary activities income | $28,652,000 | 65 |
| 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 | $4,703,000 | 59 |
| Number of Managed Accounts | $4,391,000 | 51 |
| Number of Non-Managed Accounts | $312,000 | 104 |
| Total fiduciary and related assets | $6,988,723,000 | 73 |
| Managed Assets ($) | $5,167,837,000 | 62 |
| Non-managed Assets ($) | $1,820,886,000 | 82 |
| Memoranda | ||
| Gross Fiduciary activities income | $18,905,000 | 65 |
| 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 | $4,612,000 | 59 |
| Number of Managed Accounts | $4,307,000 | 52 |
| Number of Non-Managed Accounts | $305,000 | 105 |
| Total fiduciary and related assets | $6,624,271,000 | 74 |
| Managed Assets ($) | $4,906,822,000 | 62 |
| Non-managed Assets ($) | $1,717,449,000 | 83 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,356,000 | 63 |
| 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 | $4,500,000 | 64 |
| Number of Managed Accounts | $4,201,000 | 55 |
| Number of Non-Managed Accounts | $299,000 | 121 |
| Total fiduciary and related assets | $6,531,053,000 | 75 |
| Managed Assets ($) | $4,883,336,000 | 63 |
| Non-managed Assets ($) | $1,647,717,000 | 85 |
| Memoranda | ||
| Gross Fiduciary activities income | $32,224,000 | 67 |
| 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 | $4,432,000 | 64 |
| Number of Managed Accounts | $4,136,000 | 57 |
| Number of Non-Managed Accounts | $296,000 | 109 |
| Total fiduciary and related assets | $5,949,339,000 | 73 |
| Managed Assets ($) | $4,410,654,000 | 66 |
| Non-managed Assets ($) | $1,538,685,000 | 84 |
| Memoranda | ||
| Gross Fiduciary activities income | $23,764,000 | 67 |
| 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 | $4,341,000 | 67 |
| Number of Managed Accounts | $4,045,000 | 56 |
| Number of Non-Managed Accounts | $296,000 | 115 |
| Total fiduciary and related assets | $5,574,569,000 | 75 |
| Managed Assets ($) | $4,191,241,000 | 64 |
| Non-managed Assets ($) | $1,383,328,000 | 89 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,787,000 | 65 |
| 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 | $4,285,000 | 65 |
| Number of Managed Accounts | $3,989,000 | 54 |
| Number of Non-Managed Accounts | $296,000 | 110 |
| Total fiduciary and related assets | $5,187,486,000 | 75 |
| Managed Assets ($) | $3,770,824,000 | 64 |
| Non-managed Assets ($) | $1,416,662,000 | 83 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,206,000 | 66 |
| 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 | $4,209,000 | 66 |
| Number of Managed Accounts | $3,905,000 | 54 |
| Number of Non-Managed Accounts | $304,000 | 126 |
| Total fiduciary and related assets | $5,565,384,000 | 75 |
| Managed Assets ($) | $4,129,027,000 | 65 |
| Non-managed Assets ($) | $1,436,357,000 | 89 |
| Memoranda | ||
| Gross Fiduciary activities income | $28,814,000 | 71 |
| 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 | $4,127,000 | 68 |
| Number of Managed Accounts | $3,819,000 | 56 |
| Number of Non-Managed Accounts | $308,000 | 110 |
| Total fiduciary and related assets | $5,298,224,000 | 79 |
| Managed Assets ($) | $3,914,611,000 | 68 |
| Non-managed Assets ($) | $1,383,613,000 | 91 |
| Memoranda | ||
| Gross Fiduciary activities income | $21,427,000 | 71 |
| 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 | $4,061,000 | 70 |
| Number of Managed Accounts | $3,758,000 | 56 |
| Number of Non-Managed Accounts | $303,000 | 114 |
| Total fiduciary and related assets | $5,145,756,000 | 82 |
| Managed Assets ($) | $3,782,562,000 | 68 |
| Non-managed Assets ($) | $1,363,194,000 | 91 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,262,000 | 73 |
| 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 | $3,992,000 | 71 |
| Number of Managed Accounts | $3,686,000 | 57 |
| Number of Non-Managed Accounts | $306,000 | 111 |
| Total fiduciary and related assets | $4,954,465,000 | 86 |
| Managed Assets ($) | $3,653,793,000 | 68 |
| Non-managed Assets ($) | $1,300,672,000 | 92 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,008,000 | 74 |
| 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 | $3,882,000 | 73 |
| Number of Managed Accounts | $3,567,000 | 59 |
| Number of Non-Managed Accounts | $315,000 | 126 |
| Total fiduciary and related assets | $4,614,771,000 | 85 |
| Managed Assets ($) | $3,382,521,000 | 70 |
| Non-managed Assets ($) | $1,232,250,000 | 91 |
| Memoranda | ||
| Gross Fiduciary activities income | $26,746,000 | 72 |
| 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 | $3,786,000 | 71 |
| Number of Managed Accounts | $3,479,000 | 59 |
| Number of Non-Managed Accounts | $307,000 | 111 |
| Total fiduciary and related assets | $4,869,583,000 | 85 |
| Managed Assets ($) | $3,562,630,000 | 70 |
| Non-managed Assets ($) | $1,306,953,000 | 90 |
| Memoranda | ||
| Gross Fiduciary activities income | $20,013,000 | 71 |
| 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 | $3,716,000 | 73 |
| Number of Managed Accounts | $3,413,000 | 61 |
| Number of Non-Managed Accounts | $303,000 | 113 |
| Total fiduciary and related assets | $4,666,789,000 | 87 |
| Managed Assets ($) | $3,409,260,000 | 70 |
| Non-managed Assets ($) | $1,257,529,000 | 92 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,383,000 | 71 |
| 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 | $3,636,000 | 71 |
| Number of Managed Accounts | $3,341,000 | 60 |
| Number of Non-Managed Accounts | $295,000 | 120 |
| Total fiduciary and related assets | $4,504,838,000 | 90 |
| Managed Assets ($) | $3,281,742,000 | 73 |
| Non-managed Assets ($) | $1,223,096,000 | 91 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,676,000 | 73 |
| 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 | $3,562,000 | 74 |
| Number of Managed Accounts | $3,275,000 | 60 |
| Number of Non-Managed Accounts | $287,000 | 135 |
| Total fiduciary and related assets | $4,394,187,000 | 89 |
| Managed Assets ($) | $3,184,323,000 | 73 |
| Non-managed Assets ($) | $1,209,864,000 | 93 |
| Memoranda | ||
| Gross Fiduciary activities income | $23,942,000 | 74 |
| 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 | $3,508,000 | 73 |
| Number of Managed Accounts | $3,231,000 | 61 |
| Number of Non-Managed Accounts | $277,000 | 119 |
| Total fiduciary and related assets | $4,193,633,000 | 91 |
| Managed Assets ($) | $3,049,255,000 | 75 |
| Non-managed Assets ($) | $1,144,378,000 | 95 |
| Memoranda | ||
| Gross Fiduciary activities income | $17,805,000 | 73 |
| 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 | $3,484,000 | 71 |
| Number of Managed Accounts | $3,208,000 | 61 |
| Number of Non-Managed Accounts | $276,000 | 118 |
| Total fiduciary and related assets | $4,031,770,000 | 88 |
| Managed Assets ($) | $2,928,297,000 | 75 |
| Non-managed Assets ($) | $1,103,473,000 | 94 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,845,000 | 73 |
| 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 | $3,398,000 | 71 |
| Number of Managed Accounts | $3,110,000 | 62 |
| Number of Non-Managed Accounts | $288,000 | 116 |
| Total fiduciary and related assets | $3,842,463,000 | 92 |
| Managed Assets ($) | $2,791,371,000 | 75 |
| Non-managed Assets ($) | $1,051,092,000 | 93 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,912,000 | 74 |
| 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 | $3,328,000 | 75 |
| Number of Managed Accounts | $3,045,000 | 63 |
| Number of Non-Managed Accounts | $283,000 | 135 |
| Total fiduciary and related assets | $3,641,339,000 | 92 |
| Managed Assets ($) | $2,709,821,000 | 74 |
| Non-managed Assets ($) | $931,518,000 | 99 |
| Memoranda | ||
| Gross Fiduciary activities income | $21,794,000 | 75 |
| 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 | $3,289,000 | 74 |
| Number of Managed Accounts | $3,005,000 | 63 |
| Number of Non-Managed Accounts | $284,000 | 119 |
| Total fiduciary and related assets | $3,504,487,000 | 91 |
| Managed Assets ($) | $2,633,177,000 | 76 |
| Non-managed Assets ($) | $871,310,000 | 99 |
| Memoranda | ||
| Gross Fiduciary activities income | $16,420,000 | 75 |
| 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 | $3,307,000 | 75 |
| Number of Managed Accounts | $3,018,000 | 63 |
| Number of Non-Managed Accounts | $289,000 | 119 |
| Total fiduciary and related assets | $3,440,359,000 | 93 |
| Managed Assets ($) | $2,607,778,000 | 76 |
| Non-managed Assets ($) | $832,581,000 | 100 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,995,000 | 74 |
| 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 | $3,275,000 | 76 |
| Number of Managed Accounts | $2,986,000 | 64 |
| Number of Non-Managed Accounts | $289,000 | 120 |
| Total fiduciary and related assets | $3,360,295,000 | 94 |
| Managed Assets ($) | $2,523,502,000 | 78 |
| Non-managed Assets ($) | $836,793,000 | 100 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,435,000 | 75 |
| 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 | $3,238,000 | 78 |
| Number of Managed Accounts | $2,954,000 | 63 |
| Number of Non-Managed Accounts | $284,000 | 140 |
| Total fiduciary and related assets | $3,360,717,000 | 93 |
| Managed Assets ($) | $2,464,713,000 | 77 |
| Non-managed Assets ($) | $896,004,000 | 97 |
| Memoranda | ||
| Gross Fiduciary activities income | $21,576,000 | 76 |
| 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 | $3,208,000 | 76 |
| Number of Managed Accounts | $2,927,000 | 64 |
| Number of Non-Managed Accounts | $281,000 | 119 |
| Total fiduciary and related assets | $3,265,377,000 | 94 |
| Managed Assets ($) | $2,397,732,000 | 79 |
| Non-managed Assets ($) | $867,645,000 | 97 |
| Memoranda | ||
| Gross Fiduciary activities income | $16,290,000 | 74 |
| 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 | $3,196,000 | 78 |
| Number of Managed Accounts | $2,908,000 | 65 |
| Number of Non-Managed Accounts | $288,000 | 119 |
| Total fiduciary and related assets | $3,363,663,000 | 96 |
| Managed Assets ($) | $2,443,739,000 | 81 |
| Non-managed Assets ($) | $919,924,000 | 99 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,919,000 | 76 |
| 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 | $3,161,000 | 79 |
| Number of Managed Accounts | $2,856,000 | 64 |
| Number of Non-Managed Accounts | $305,000 | 122 |
| Total fiduciary and related assets | $3,312,113,000 | 96 |
| Managed Assets ($) | $2,377,852,000 | 80 |
| Non-managed Assets ($) | $934,261,000 | 97 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,323,000 | 76 |
| 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 | $3,092,000 | 82 |
| Number of Managed Accounts | $2,785,000 | 65 |
| Number of Non-Managed Accounts | $307,000 | 145 |
| Total fiduciary and related assets | $3,139,818,000 | 97 |
| Managed Assets ($) | $2,242,122,000 | 83 |
| Non-managed Assets ($) | $897,696,000 | 97 |
| Memoranda | ||
| Gross Fiduciary activities income | $20,016,000 | 78 |
| 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 | $3,054,000 | 81 |
| Number of Managed Accounts | $2,744,000 | 64 |
| Number of Non-Managed Accounts | $310,000 | 120 |
| Total fiduciary and related assets | $3,041,898,000 | 98 |
| Managed Assets ($) | $2,192,864,000 | 84 |
| Non-managed Assets ($) | $849,034,000 | 96 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,984,000 | 78 |
| 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 | $3,017,000 | 82 |
| Number of Managed Accounts | $2,692,000 | 64 |
| Number of Non-Managed Accounts | $325,000 | 116 |
| Total fiduciary and related assets | $2,991,976,000 | 95 |
| Managed Assets ($) | $2,135,985,000 | 85 |
| Non-managed Assets ($) | $855,991,000 | 94 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,950,000 | 78 |
| 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 | $3,004,000 | 83 |
| Number of Managed Accounts | $2,655,000 | 65 |
| Number of Non-Managed Accounts | $349,000 | 113 |
| Total fiduciary and related assets | $2,873,795,000 | 97 |
| Managed Assets ($) | $2,039,435,000 | 87 |
| Non-managed Assets ($) | $834,360,000 | 95 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,925,000 | 79 |
| 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 | $2,987,000 | 85 |
| Number of Managed Accounts | $2,639,000 | 64 |
| Number of Non-Managed Accounts | $348,000 | 132 |
| Total fiduciary and related assets | $2,797,385,000 | 100 |
| Managed Assets ($) | $1,997,381,000 | 88 |
| Non-managed Assets ($) | $800,004,000 | 93 |
| Memoranda | ||
| Gross Fiduciary activities income | $17,366,000 | 82 |
| 2013-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,973,000 | 85 |
| Number of Managed Accounts | $2,627,000 | 66 |
| Number of Non-Managed Accounts | $346,000 | 110 |
| Total fiduciary and related assets | $2,643,489,000 | 100 |
| Managed Assets ($) | $1,872,452,000 | 88 |
| Non-managed Assets ($) | $771,037,000 | 95 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,885,000 | 82 |
| 2013-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,958,000 | 83 |
| Number of Managed Accounts | $2,612,000 | 66 |
| Number of Non-Managed Accounts | $346,000 | 113 |
| Total fiduciary and related assets | $2,501,209,000 | 100 |
| Managed Assets ($) | $1,829,032,000 | 88 |
| Non-managed Assets ($) | $672,177,000 | 98 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,550,000 | 81 |
| 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 | $3,035,000 | 83 |
| Number of Managed Accounts | $2,681,000 | 63 |
| Number of Non-Managed Accounts | $354,000 | 115 |
| Total fiduciary and related assets | $2,521,746,000 | 102 |
| Managed Assets ($) | $1,849,488,000 | 90 |
| Non-managed Assets ($) | $672,258,000 | 98 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,173,000 | 81 |
| 2012-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,768,000 | 86 |
| Number of Managed Accounts | $2,530,000 | 65 |
| Number of Non-Managed Accounts | $238,000 | 188 |
| Total fiduciary and related assets | $2,288,753,000 | 104 |
| Managed Assets ($) | $1,758,996,000 | 90 |
| Non-managed Assets ($) | $529,757,000 | 104 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,730,000 | 82 |
| 2012-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,745,000 | 84 |
| Number of Managed Accounts | $2,508,000 | 65 |
| Number of Non-Managed Accounts | $237,000 | 138 |
| Total fiduciary and related assets | $2,257,871,000 | 104 |
| Managed Assets ($) | $1,741,129,000 | 88 |
| Non-managed Assets ($) | $516,742,000 | 105 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,725,000 | 82 |
| 2012-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,704,000 | 85 |
| Number of Managed Accounts | $2,470,000 | 65 |
| Number of Non-Managed Accounts | $234,000 | 139 |
| Total fiduciary and related assets | $2,166,416,000 | 104 |
| Managed Assets ($) | $1,711,680,000 | 84 |
| Non-managed Assets ($) | $454,736,000 | 117 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,819,000 | 82 |
| 2012-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,653,000 | 85 |
| Number of Managed Accounts | $2,416,000 | 67 |
| Number of Non-Managed Accounts | $237,000 | 138 |
| Total fiduciary and related assets | $2,171,221,000 | 104 |
| Managed Assets ($) | $1,678,413,000 | 88 |
| Non-managed Assets ($) | $492,808,000 | 107 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,853,000 | 81 |
| 2011-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,710,000 | 88 |
| Number of Managed Accounts | $2,447,000 | 66 |
| Number of Non-Managed Accounts | $263,000 | 172 |
| Total fiduciary and related assets | $1,970,693,000 | 106 |
| Managed Assets ($) | $1,550,154,000 | 89 |
| Non-managed Assets ($) | $420,539,000 | 111 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,592,000 | 70 |
| 2011-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,712,000 | 86 |
| Number of Managed Accounts | $2,448,000 | 68 |
| Number of Non-Managed Accounts | $264,000 | 131 |
| Total fiduciary and related assets | $1,854,514,000 | 108 |
| Managed Assets ($) | $1,475,071,000 | 93 |
| Non-managed Assets ($) | $379,443,000 | 114 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,922,000 | 70 |
| 2011-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,730,000 | 87 |
| Number of Managed Accounts | $2,470,000 | 68 |
| Number of Non-Managed Accounts | $260,000 | 136 |
| Total fiduciary and related assets | $1,983,004,000 | 108 |
| Managed Assets ($) | $1,549,165,000 | 95 |
| Non-managed Assets ($) | $433,839,000 | 113 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,132,000 | 71 |
| 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 | $2,779,000 | 86 |
| Number of Managed Accounts | $2,509,000 | 66 |
| Number of Non-Managed Accounts | $270,000 | 134 |
| Total fiduciary and related assets | $1,975,955,000 | 109 |
| Managed Assets ($) | $1,545,807,000 | 92 |
| Non-managed Assets ($) | $430,148,000 | 115 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,951,000 | 71 |
| 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 | $2,725,000 | 89 |
| Number of Managed Accounts | $2,450,000 | 67 |
| Number of Non-Managed Accounts | $275,000 | 175 |
| Total fiduciary and related assets | $1,887,798,000 | 110 |
| Managed Assets ($) | $1,481,073,000 | 92 |
| Non-managed Assets ($) | $406,725,000 | 118 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,723,000 | 75 |
| 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 | $2,858,000 | 84 |
| Number of Managed Accounts | $2,496,000 | 65 |
| Number of Non-Managed Accounts | $362,000 | 122 |
| Total fiduciary and related assets | $1,912,275,000 | 109 |
| Managed Assets ($) | $1,425,426,000 | 90 |
| Non-managed Assets ($) | $486,849,000 | 110 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,189,000 | 74 |
| 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 | $2,890,000 | 84 |
| Number of Managed Accounts | $2,502,000 | 64 |
| Number of Non-Managed Accounts | $388,000 | 118 |
| Total fiduciary and related assets | $1,841,496,000 | 107 |
| Managed Assets ($) | $1,360,231,000 | 89 |
| Non-managed Assets ($) | $481,265,000 | 106 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,856,000 | 76 |
| 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 | $2,893,000 | 85 |
| Number of Managed Accounts | $2,502,000 | 64 |
| Number of Non-Managed Accounts | $391,000 | 123 |
| Total fiduciary and related assets | $1,870,797,000 | 110 |
| Managed Assets ($) | $1,397,029,000 | 91 |
| Non-managed Assets ($) | $473,768,000 | 113 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,415,000 | 75 |
| 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 | $2,928,000 | 91 |
| Number of Managed Accounts | $2,525,000 | 67 |
| Number of Non-Managed Accounts | $403,000 | 151 |
| Total fiduciary and related assets | $1,837,810,000 | 111 |
| Managed Assets ($) | $1,367,848,000 | 92 |
| Non-managed Assets ($) | $469,962,000 | 113 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,859,000 | 78 |
| 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 | $3,018,000 | 86 |
| Number of Managed Accounts | $2,619,000 | 65 |
| Number of Non-Managed Accounts | $399,000 | 120 |
| Total fiduciary and related assets | $1,799,357,000 | 112 |
| Managed Assets ($) | $1,350,251,000 | 92 |
| Non-managed Assets ($) | $449,106,000 | 117 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,580,000 | 76 |
| 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 | $3,048,000 | 88 |
| Number of Managed Accounts | $2,639,000 | 67 |
| Number of Non-Managed Accounts | $409,000 | 121 |
| Total fiduciary and related assets | $1,700,848,000 | 113 |
| Managed Assets ($) | $1,267,077,000 | 94 |
| Non-managed Assets ($) | $433,771,000 | 120 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,463,000 | 78 |
| 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 | $3,086,000 | 83 |
| Number of Managed Accounts | $2,674,000 | 67 |
| Number of Non-Managed Accounts | $412,000 | 121 |
| Total fiduciary and related assets | $1,644,549,000 | 108 |
| Managed Assets ($) | $1,238,698,000 | 94 |
| Non-managed Assets ($) | $405,851,000 | 119 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,179,000 | 76 |
| 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 | $3,144,000 | 90 |
| Number of Managed Accounts | $2,726,000 | 64 |
| Number of Non-Managed Accounts | $418,000 | 154 |
| Total fiduciary and related assets | $1,762,378,000 | 110 |
| Managed Assets ($) | $1,308,163,000 | 94 |
| Non-managed Assets ($) | $454,215,000 | 120 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,137,000 | 86 |
| 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 | $3,158,000 | 85 |
| Number of Managed Accounts | $2,810,000 | 63 |
| Number of Non-Managed Accounts | $348,000 | 131 |
| Total fiduciary and related assets | $1,899,171,000 | 110 |
| Managed Assets ($) | $1,403,426,000 | 96 |
| Non-managed Assets ($) | $495,745,000 | 124 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,795,000 | 89 |
| 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 | $3,158,000 | 87 |
| Number of Managed Accounts | $2,808,000 | 64 |
| Number of Non-Managed Accounts | $350,000 | 134 |
| Total fiduciary and related assets | $1,929,975,000 | 116 |
| Managed Assets ($) | $1,431,668,000 | 99 |
| Non-managed Assets ($) | $498,307,000 | 124 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,317,000 | 93 |
| 2008-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,706,000 | 130 |
| Number of Managed Accounts | $1,440,000 | 104 |
| Number of Non-Managed Accounts | $266,000 | 150 |
| Total fiduciary and related assets | $1,372,160,000 | 148 |
| Managed Assets ($) | $999,312,000 | 129 |
| Non-managed Assets ($) | $372,848,000 | 136 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,483,000 | 105 |
| 2007-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,680,000 | 135 |
| Number of Managed Accounts | $1,417,000 | 108 |
| Number of Non-Managed Accounts | $263,000 | 205 |
| Total fiduciary and related assets | $1,377,869,000 | 148 |
| Managed Assets ($) | $994,187,000 | 132 |
| Non-managed Assets ($) | $383,682,000 | 138 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,582,000 | 106 |
| 2007-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,679,000 | 124 |
| Number of Managed Accounts | $1,468,000 | 105 |
| Number of Non-Managed Accounts | $211,000 | 160 |
| Total fiduciary and related assets | $1,402,057,000 | 147 |
| Managed Assets ($) | $1,041,203,000 | 127 |
| Non-managed Assets ($) | $360,854,000 | 141 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,144,000 | 104 |
| 2007-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,691,000 | 125 |
| Number of Managed Accounts | $1,478,000 | 105 |
| Number of Non-Managed Accounts | $213,000 | 163 |
| Total fiduciary and related assets | $1,392,624,000 | 153 |
| Managed Assets ($) | $1,035,761,000 | 135 |
| Non-managed Assets ($) | $356,863,000 | 148 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,799,000 | 108 |
| 2007-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,720,000 | 123 |
| Number of Managed Accounts | $1,501,000 | 98 |
| Number of Non-Managed Accounts | $219,000 | 157 |
| Total fiduciary and related assets | $1,398,449,000 | 152 |
| Managed Assets ($) | $1,029,080,000 | 129 |
| Non-managed Assets ($) | $369,369,000 | 144 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,424,000 | 104 |
| 2006-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,728,000 | 132 |
| Number of Managed Accounts | $1,506,000 | 101 |
| Number of Non-Managed Accounts | $222,000 | 220 |
| Total fiduciary and related assets | $1,359,263,000 | 151 |
| Managed Assets ($) | $1,028,821,000 | 125 |
| Non-managed Assets ($) | $330,442,000 | 145 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,762,000 | 108 |
| 2006-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,722,000 | 129 |
| Number of Managed Accounts | $1,515,000 | 105 |
| Number of Non-Managed Accounts | $207,000 | 177 |
| Total fiduciary and related assets | $1,289,282,000 | 159 |
| Managed Assets ($) | $1,001,843,000 | 131 |
| Non-managed Assets ($) | $287,439,000 | 155 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,447,000 | 113 |
| 2006-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,748,000 | 135 |
| Number of Managed Accounts | $1,529,000 | 109 |
| Number of Non-Managed Accounts | $219,000 | 175 |
| Total fiduciary and related assets | $1,232,223,000 | 165 |
| Managed Assets ($) | $932,297,000 | 141 |
| Non-managed Assets ($) | $299,926,000 | 159 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,179,000 | 120 |
| 2006-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,525,000 | 147 |
| Number of Managed Accounts | $1,300,000 | 130 |
| Number of Non-Managed Accounts | $225,000 | 174 |
| Total fiduciary and related assets | $1,128,097,000 | 174 |
| Managed Assets ($) | $806,777,000 | 157 |
| Non-managed Assets ($) | $321,320,000 | 158 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,077,000 | 119 |
| 2005-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,526,000 | 155 |
| Number of Managed Accounts | $1,306,000 | 131 |
| Number of Non-Managed Accounts | $220,000 | 234 |
| Total fiduciary and related assets | $1,089,846,000 | 174 |
| Managed Assets ($) | $793,019,000 | 161 |
| Non-managed Assets ($) | $296,827,000 | 164 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,031,000 | 116 |
| 2005-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,547,000 | 140 |
| Number of Managed Accounts | $1,317,000 | 121 |
| Number of Non-Managed Accounts | $230,000 | 169 |
| Total fiduciary and related assets | $1,051,731,000 | 175 |
| Managed Assets ($) | $754,424,000 | 161 |
| Non-managed Assets ($) | $297,307,000 | 162 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,082,000 | 115 |
| 2005-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,573,000 | 140 |
| Number of Managed Accounts | $1,351,000 | 116 |
| Number of Non-Managed Accounts | $222,000 | 172 |
| Total fiduciary and related assets | $1,070,432,000 | 167 |
| Managed Assets ($) | $774,628,000 | 155 |
| Non-managed Assets ($) | $295,804,000 | 158 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,104,000 | 113 |
| 2005-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,598,000 | 143 |
| Number of Managed Accounts | $1,377,000 | 119 |
| Number of Non-Managed Accounts | $221,000 | 175 |
| Total fiduciary and related assets | $1,064,854,000 | 174 |
| Managed Assets ($) | $764,158,000 | 155 |
| Non-managed Assets ($) | $300,696,000 | 160 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,119,000 | 114 |
| 2004-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,723,000 | 141 |
| Number of Managed Accounts | $1,413,000 | 118 |
| Number of Non-Managed Accounts | $310,000 | 187 |
| Total fiduciary and related assets | $1,050,844,000 | 176 |
| Managed Assets ($) | $789,743,000 | 147 |
| Non-managed Assets ($) | $261,101,000 | 176 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,635,000 | 118 |
| 2004-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,648,000 | 136 |
| Number of Managed Accounts | $1,378,000 | 117 |
| Number of Non-Managed Accounts | $270,000 | 157 |
| Total fiduciary and related assets | $992,883,000 | 176 |
| Managed Assets ($) | $769,419,000 | 145 |
| Non-managed Assets ($) | $223,464,000 | 185 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,790,000 | 120 |
| 2004-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,686,000 | 131 |
| Number of Managed Accounts | $1,410,000 | 116 |
| Number of Non-Managed Accounts | $276,000 | 159 |
| Total fiduciary and related assets | $959,145,000 | 178 |
| Managed Assets ($) | $740,620,000 | 146 |
| Non-managed Assets ($) | $218,525,000 | 186 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,908,000 | 120 |
| 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 | $1,759,000 | 128 |
| Number of Managed Accounts | $1,477,000 | 113 |
| Number of Non-Managed Accounts | $282,000 | 156 |
| Total fiduciary and related assets | $982,235,000 | 179 |
| Managed Assets ($) | $805,745,000 | 142 |
| Non-managed Assets ($) | $176,490,000 | 201 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,060,000 | 120 |
| 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 | $1,803,000 | 139 |
| Number of Managed Accounts | $1,538,000 | 117 |
| Number of Non-Managed Accounts | $265,000 | 226 |
| Total fiduciary and related assets | $1,003,060,000 | 179 |
| Managed Assets ($) | $799,139,000 | 143 |
| Non-managed Assets ($) | $203,921,000 | 206 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,641 |
| 2003-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,971 |
| Fiduciary or related activity | $0 | 1,895 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 473 |
| Number of Managed Accounts | $0 | 442 |
| Number of Non-Managed Accounts | $0 | 446 |
| Total fiduciary and related assets | $0 | 472 |
| Managed Assets ($) | $0 | 442 |
| Non-managed Assets ($) | $0 | 445 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,599 |
| 2003-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,985 |
| Fiduciary or related activity | $0 | 1,908 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 474 |
| Number of Managed Accounts | $0 | 446 |
| Number of Non-Managed Accounts | $0 | 448 |
| Total fiduciary and related assets | $0 | 473 |
| Managed Assets ($) | $0 | 446 |
| Non-managed Assets ($) | $0 | 447 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,577 |
| 2003-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 2,011 |
| Fiduciary or related activity | $0 | 1,921 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 491 |
| Number of Managed Accounts | $0 | 461 |
| Number of Non-Managed Accounts | $0 | 460 |
| Total fiduciary and related assets | $0 | 490 |
| Managed Assets ($) | $0 | 461 |
| Non-managed Assets ($) | $0 | 458 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,504 |
| 2002-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 2,027 |
| Fiduciary or related activity | $0 | 1,927 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,919 |
| Number of Managed Accounts | $0 | 1,796 |
| Number of Non-Managed Accounts | $0 | 1,465 |
| Total fiduciary and related assets | $0 | 1,916 |
| Managed Assets ($) | $0 | 1,796 |
| Non-managed Assets ($) | $0 | 1,452 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,713 |
| 2001-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 2 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,107,000 | 210 |
| Number of Managed Accounts | $971,000 | 168 |
| Number of Non-Managed Accounts | $136,000 | 353 |
| Total fiduciary and related assets | $577,564,000 | 230 |
| Managed Assets ($) | $468,631,000 | 188 |
| Non-managed Assets ($) | $108,933,000 | 238 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,939,000 | 167 |
| 2000-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $2,853,000 | 233 |
| 1999-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $2,275,000 | 307 |
| 1998-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,700,000 | 348 |
| 1997-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,534,000 | 372 |
| 1996-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,390,000 | 427 |
| 1995-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,296,000 | 471 |
| 1994-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,348,000 | 455 |
| 1993-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,364,000 | 471 |
| 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 | $1,101,000 | 528 |