Home > Horizon Bank > Fiduciary and Related Services
Horizon 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 | $1,267,000 | 206 |
| Number of Managed Accounts | $1,078,000 | 195 |
| Number of Non-Managed Accounts | $189,000 | 140 |
| Total fiduciary and related assets | $926,003,000 | 269 |
| Managed Assets ($) | $537,574,000 | 285 |
| Non-managed Assets ($) | $388,429,000 | 168 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,791,000 | 294 |
| 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 | $1,283,000 | 205 |
| Number of Managed Accounts | $1,095,000 | 192 |
| Number of Non-Managed Accounts | $188,000 | 153 |
| Total fiduciary and related assets | $881,547,000 | 275 |
| Managed Assets ($) | $533,916,000 | 303 |
| Non-managed Assets ($) | $347,631,000 | 177 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,688,000 | 284 |
| 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 | $1,294,000 | 200 |
| Number of Managed Accounts | $1,107,000 | 191 |
| Number of Non-Managed Accounts | $187,000 | 143 |
| Total fiduciary and related assets | $880,641,000 | 267 |
| Managed Assets ($) | $539,539,000 | 289 |
| Non-managed Assets ($) | $341,102,000 | 172 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,315,000 | 271 |
| 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 | $1,328,000 | 197 |
| Number of Managed Accounts | $1,128,000 | 184 |
| Number of Non-Managed Accounts | $200,000 | 163 |
| Total fiduciary and related assets | $881,366,000 | 267 |
| Managed Assets ($) | $551,500,000 | 293 |
| Non-managed Assets ($) | $329,866,000 | 177 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,080,000 | 257 |
| 2023-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 5 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,265,000 | 195 |
| Number of Managed Accounts | $1,069,000 | 187 |
| Number of Non-Managed Accounts | $196,000 | 137 |
| Total fiduciary and related assets | $811,482,000 | 261 |
| Managed Assets ($) | $515,170,000 | 276 |
| Non-managed Assets ($) | $296,312,000 | 173 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,728,000 | 260 |
| 2023-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 3 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,289,000 | 195 |
| Number of Managed Accounts | $1,078,000 | 185 |
| Number of Non-Managed Accounts | $211,000 | 147 |
| Total fiduciary and related assets | $813,268,000 | 266 |
| Managed Assets ($) | $511,762,000 | 291 |
| Non-managed Assets ($) | $301,506,000 | 175 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,522,000 | 254 |
| 2023-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,395,000 | 187 |
| Number of Managed Accounts | $1,173,000 | 173 |
| Number of Non-Managed Accounts | $222,000 | 136 |
| Total fiduciary and related assets | $795,245,000 | 266 |
| Managed Assets ($) | $510,116,000 | 281 |
| Non-managed Assets ($) | $285,129,000 | 182 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,275,000 | 266 |
| 2022-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,350,000 | 196 |
| Number of Managed Accounts | $1,168,000 | 179 |
| Number of Non-Managed Accounts | $182,000 | 187 |
| Total fiduciary and related assets | $771,129,000 | 280 |
| Managed Assets ($) | $567,819,000 | 279 |
| Non-managed Assets ($) | $203,310,000 | 214 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,381,000 | 259 |
| 2022-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,442,000 | 181 |
| Number of Managed Accounts | $1,273,000 | 163 |
| Number of Non-Managed Accounts | $169,000 | 158 |
| Total fiduciary and related assets | $726,604,000 | 271 |
| Managed Assets ($) | $538,652,000 | 273 |
| Non-managed Assets ($) | $187,952,000 | 205 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,110,000 | 256 |
| 2022-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,364,000 | 171 |
| Number of Managed Accounts | $1,200,000 | 154 |
| Number of Non-Managed Accounts | $164,000 | 151 |
| Total fiduciary and related assets | $793,552,000 | 235 |
| Managed Assets ($) | $614,008,000 | 235 |
| Non-managed Assets ($) | $179,544,000 | 192 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,908,000 | 220 |
| 2022-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,369,000 | 168 |
| Number of Managed Accounts | $1,208,000 | 155 |
| Number of Non-Managed Accounts | $161,000 | 146 |
| Total fiduciary and related assets | $871,807,000 | 227 |
| Managed Assets ($) | $677,686,000 | 225 |
| Non-managed Assets ($) | $194,121,000 | 182 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,503,000 | 220 |
| 2021-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,350,000 | 174 |
| Number of Managed Accounts | $1,193,000 | 159 |
| Number of Non-Managed Accounts | $157,000 | 184 |
| Total fiduciary and related assets | $916,218,000 | 233 |
| Managed Assets ($) | $708,918,000 | 230 |
| Non-managed Assets ($) | $207,300,000 | 196 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,420,000 | 192 |
| 2021-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,495,000 | 161 |
| Number of Managed Accounts | $1,324,000 | 143 |
| Number of Non-Managed Accounts | $171,000 | 142 |
| Total fiduciary and related assets | $3,805,607,000 | 114 |
| Managed Assets ($) | $3,604,629,000 | 86 |
| Non-managed Assets ($) | $200,978,000 | 184 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,828,000 | 185 |
| 2021-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,525,000 | 162 |
| Number of Managed Accounts | $1,346,000 | 145 |
| Number of Non-Managed Accounts | $179,000 | 143 |
| Total fiduciary and related assets | $3,714,084,000 | 114 |
| Managed Assets ($) | $3,485,189,000 | 89 |
| Non-managed Assets ($) | $228,895,000 | 184 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,704,000 | 191 |
| 2021-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,633,000 | 153 |
| Number of Managed Accounts | $1,436,000 | 138 |
| Number of Non-Managed Accounts | $197,000 | 133 |
| Total fiduciary and related assets | $3,602,576,000 | 112 |
| Managed Assets ($) | $3,321,202,000 | 87 |
| Non-managed Assets ($) | $281,374,000 | 162 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,743,000 | 197 |
| 2020-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,641,000 | 157 |
| Number of Managed Accounts | $1,454,000 | 138 |
| Number of Non-Managed Accounts | $187,000 | 164 |
| Total fiduciary and related assets | $3,385,290,000 | 116 |
| Managed Assets ($) | $3,177,973,000 | 88 |
| Non-managed Assets ($) | $207,317,000 | 188 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,145,000 | 153 |
| 2020-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,653,000 | 152 |
| Number of Managed Accounts | $1,465,000 | 137 |
| Number of Non-Managed Accounts | $188,000 | 132 |
| Total fiduciary and related assets | $3,670,352,000 | 102 |
| Managed Assets ($) | $3,481,633,000 | 75 |
| Non-managed Assets ($) | $188,719,000 | 181 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,398,000 | 159 |
| 2020-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,690,000 | 151 |
| Number of Managed Accounts | $1,492,000 | 138 |
| Number of Non-Managed Accounts | $198,000 | 137 |
| Total fiduciary and related assets | $3,611,802,000 | 102 |
| Managed Assets ($) | $3,414,724,000 | 75 |
| Non-managed Assets ($) | $197,078,000 | 183 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,293,000 | 154 |
| 2020-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,738,000 | 146 |
| Number of Managed Accounts | $1,521,000 | 136 |
| Number of Non-Managed Accounts | $217,000 | 128 |
| Total fiduciary and related assets | $3,264,499,000 | 102 |
| Managed Assets ($) | $3,080,757,000 | 77 |
| Non-managed Assets ($) | $183,742,000 | 176 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,528,000 | 142 |
| 2019-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,771,000 | 152 |
| Number of Managed Accounts | $1,558,000 | 136 |
| Number of Non-Managed Accounts | $213,000 | 160 |
| Total fiduciary and related assets | $3,269,233,000 | 109 |
| Managed Assets ($) | $3,033,124,000 | 85 |
| Non-managed Assets ($) | $236,109,000 | 166 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,580,000 | 158 |
| 2019-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,734,000 | 149 |
| Number of Managed Accounts | $1,593,000 | 131 |
| Number of Non-Managed Accounts | $141,000 | 164 |
| Total fiduciary and related assets | $3,119,478,000 | 112 |
| Managed Assets ($) | $3,025,207,000 | 87 |
| Non-managed Assets ($) | $94,271,000 | 224 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,986,000 | 162 |
| 2019-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,735,000 | 151 |
| Number of Managed Accounts | $1,616,000 | 130 |
| Number of Non-Managed Accounts | $119,000 | 180 |
| Total fiduciary and related assets | $3,221,248,000 | 107 |
| Managed Assets ($) | $3,138,033,000 | 80 |
| Non-managed Assets ($) | $83,215,000 | 252 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,152,000 | 157 |
| 2019-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,801,000 | 146 |
| Number of Managed Accounts | $1,591,000 | 128 |
| Number of Non-Managed Accounts | $210,000 | 140 |
| Total fiduciary and related assets | $2,782,899,000 | 114 |
| Managed Assets ($) | $2,600,873,000 | 92 |
| Non-managed Assets ($) | $182,026,000 | 181 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,089,000 | 154 |
| 2018-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,544,000 | 160 |
| Number of Managed Accounts | $1,422,000 | 138 |
| Number of Non-Managed Accounts | $122,000 | 236 |
| Total fiduciary and related assets | $2,428,866,000 | 115 |
| Managed Assets ($) | $2,353,497,000 | 92 |
| Non-managed Assets ($) | $75,369,000 | 274 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,827,000 | 164 |
| 2018-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,560,000 | 156 |
| Number of Managed Accounts | $1,434,000 | 134 |
| Number of Non-Managed Accounts | $126,000 | 181 |
| Total fiduciary and related assets | $2,456,648,000 | 118 |
| Managed Assets ($) | $2,373,356,000 | 93 |
| Non-managed Assets ($) | $83,292,000 | 257 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,598,000 | 167 |
| 2018-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,562,000 | 158 |
| Number of Managed Accounts | $1,438,000 | 135 |
| Number of Non-Managed Accounts | $124,000 | 190 |
| Total fiduciary and related assets | $2,192,204,000 | 124 |
| Managed Assets ($) | $2,111,095,000 | 99 |
| Non-managed Assets ($) | $81,109,000 | 258 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,743,000 | 167 |
| 2018-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,573,000 | 159 |
| Number of Managed Accounts | $1,453,000 | 132 |
| Number of Non-Managed Accounts | $120,000 | 192 |
| Total fiduciary and related assets | $2,448,567,000 | 117 |
| Managed Assets ($) | $2,374,371,000 | 93 |
| Non-managed Assets ($) | $74,196,000 | 262 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,919,000 | 169 |
| 2017-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,568,000 | 162 |
| Number of Managed Accounts | $1,453,000 | 135 |
| Number of Non-Managed Accounts | $115,000 | 253 |
| Total fiduciary and related assets | $2,361,735,000 | 119 |
| Managed Assets ($) | $2,291,582,000 | 94 |
| Non-managed Assets ($) | $70,153,000 | 283 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,871,000 | 160 |
| 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 | $3,647,000 | 70 |
| Number of Managed Accounts | $3,524,000 | 57 |
| Number of Non-Managed Accounts | $123,000 | 187 |
| Total fiduciary and related assets | $2,307,820,000 | 120 |
| Managed Assets ($) | $2,235,266,000 | 94 |
| Non-managed Assets ($) | $72,554,000 | 254 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,740,000 | 160 |
| 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 | $1,578,000 | 155 |
| Number of Managed Accounts | $1,453,000 | 131 |
| Number of Non-Managed Accounts | $125,000 | 184 |
| Total fiduciary and related assets | $1,873,252,000 | 132 |
| Managed Assets ($) | $1,802,510,000 | 106 |
| Non-managed Assets ($) | $70,742,000 | 254 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,858,000 | 157 |
| 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 | $1,589,000 | 151 |
| Number of Managed Accounts | $1,469,000 | 127 |
| Number of Non-Managed Accounts | $120,000 | 183 |
| Total fiduciary and related assets | $1,763,189,000 | 135 |
| Managed Assets ($) | $1,704,820,000 | 110 |
| Non-managed Assets ($) | $58,369,000 | 265 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,920,000 | 155 |
| 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 | $1,598,000 | 149 |
| Number of Managed Accounts | $1,473,000 | 125 |
| Number of Non-Managed Accounts | $125,000 | 245 |
| Total fiduciary and related assets | $1,667,087,000 | 135 |
| Managed Assets ($) | $1,613,519,000 | 110 |
| Non-managed Assets ($) | $53,568,000 | 314 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,621,000 | 168 |
| 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 | $1,743,000 | 133 |
| Number of Managed Accounts | $1,558,000 | 113 |
| Number of Non-Managed Accounts | $185,000 | 153 |
| Total fiduciary and related assets | $1,577,584,000 | 136 |
| Managed Assets ($) | $1,512,405,000 | 112 |
| Non-managed Assets ($) | $65,179,000 | 260 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,728,000 | 171 |
| 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 | $1,667,000 | 137 |
| Number of Managed Accounts | $1,498,000 | 122 |
| Number of Non-Managed Accounts | $169,000 | 161 |
| Total fiduciary and related assets | $1,509,188,000 | 139 |
| Managed Assets ($) | $1,443,762,000 | 115 |
| Non-managed Assets ($) | $65,426,000 | 257 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,087,000 | 175 |
| 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 | $1,505,000 | 156 |
| Number of Managed Accounts | $1,388,000 | 133 |
| Number of Non-Managed Accounts | $117,000 | 191 |
| Total fiduciary and related assets | $1,401,927,000 | 147 |
| Managed Assets ($) | $1,352,490,000 | 120 |
| Non-managed Assets ($) | $49,437,000 | 281 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,632,000 | 166 |
| 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 | $1,617,000 | 146 |
| Number of Managed Accounts | $1,386,000 | 129 |
| Number of Non-Managed Accounts | $231,000 | 163 |
| Total fiduciary and related assets | $1,159,796,000 | 169 |
| Managed Assets ($) | $1,109,031,000 | 129 |
| Non-managed Assets ($) | $50,765,000 | 318 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,616,000 | 186 |
| 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 | $1,624,000 | 141 |
| Number of Managed Accounts | $1,394,000 | 124 |
| Number of Non-Managed Accounts | $230,000 | 136 |
| Total fiduciary and related assets | $1,231,806,000 | 161 |
| Managed Assets ($) | $1,170,859,000 | 124 |
| Non-managed Assets ($) | $60,947,000 | 263 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,017,000 | 188 |
| 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 | $1,363,000 | 167 |
| Number of Managed Accounts | $1,259,000 | 145 |
| Number of Non-Managed Accounts | $104,000 | 196 |
| Total fiduciary and related assets | $1,046,533,000 | 186 |
| Managed Assets ($) | $1,000,188,000 | 146 |
| Non-managed Assets ($) | $46,345,000 | 288 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,505,000 | 203 |
| 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 | $1,411,000 | 160 |
| Number of Managed Accounts | $1,303,000 | 137 |
| Number of Non-Managed Accounts | $108,000 | 189 |
| Total fiduciary and related assets | $964,247,000 | 195 |
| Managed Assets ($) | $918,162,000 | 157 |
| Non-managed Assets ($) | $46,085,000 | 295 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,295,000 | 200 |
| 2014-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,404,000 | 163 |
| Number of Managed Accounts | $1,299,000 | 135 |
| Number of Non-Managed Accounts | $105,000 | 279 |
| Total fiduciary and related assets | $929,220,000 | 198 |
| Managed Assets ($) | $889,744,000 | 156 |
| Non-managed Assets ($) | $39,476,000 | 367 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,710,000 | 203 |
| 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 | $1,400,000 | 161 |
| Number of Managed Accounts | $1,292,000 | 135 |
| Number of Non-Managed Accounts | $108,000 | 191 |
| Total fiduciary and related assets | $874,966,000 | 197 |
| Managed Assets ($) | $834,081,000 | 155 |
| Non-managed Assets ($) | $40,885,000 | 297 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,351,000 | 212 |
| 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 | $1,394,000 | 163 |
| Number of Managed Accounts | $1,285,000 | 133 |
| Number of Non-Managed Accounts | $109,000 | 192 |
| Total fiduciary and related assets | $918,589,000 | 190 |
| Managed Assets ($) | $878,648,000 | 152 |
| Non-managed Assets ($) | $39,941,000 | 298 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,247,000 | 207 |
| 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 | $1,376,000 | 165 |
| Number of Managed Accounts | $1,264,000 | 139 |
| Number of Non-Managed Accounts | $112,000 | 196 |
| Total fiduciary and related assets | $867,202,000 | 195 |
| Managed Assets ($) | $829,199,000 | 153 |
| Non-managed Assets ($) | $38,003,000 | 302 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,048,000 | 220 |
| 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 | $1,355,000 | 173 |
| Number of Managed Accounts | $1,239,000 | 140 |
| Number of Non-Managed Accounts | $116,000 | 278 |
| Total fiduciary and related assets | $887,331,000 | 190 |
| Managed Assets ($) | $848,475,000 | 149 |
| Non-managed Assets ($) | $38,856,000 | 372 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,337,000 | 200 |
| 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 | $1,344,000 | 166 |
| Number of Managed Accounts | $1,224,000 | 135 |
| Number of Non-Managed Accounts | $120,000 | 195 |
| Total fiduciary and related assets | $822,210,000 | 191 |
| Managed Assets ($) | $785,157,000 | 152 |
| Non-managed Assets ($) | $37,053,000 | 294 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,140,000 | 199 |
| 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 | $1,037,000 | 194 |
| Number of Managed Accounts | $924,000 | 167 |
| Number of Non-Managed Accounts | $113,000 | 202 |
| Total fiduciary and related assets | $793,266,000 | 190 |
| Managed Assets ($) | $756,686,000 | 153 |
| Non-managed Assets ($) | $36,580,000 | 296 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,187,000 | 198 |
| 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 | $1,348,000 | 163 |
| Number of Managed Accounts | $1,222,000 | 130 |
| Number of Non-Managed Accounts | $126,000 | 194 |
| Total fiduciary and related assets | $755,192,000 | 194 |
| Managed Assets ($) | $716,135,000 | 158 |
| Non-managed Assets ($) | $39,057,000 | 298 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,140,000 | 191 |
| 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 | $1,343,000 | 170 |
| Number of Managed Accounts | $1,215,000 | 134 |
| Number of Non-Managed Accounts | $128,000 | 276 |
| Total fiduciary and related assets | $764,028,000 | 190 |
| Managed Assets ($) | $726,338,000 | 155 |
| Non-managed Assets ($) | $37,690,000 | 381 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,997,000 | 199 |
| 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 | $1,313,000 | 163 |
| Number of Managed Accounts | $1,190,000 | 134 |
| Number of Non-Managed Accounts | $123,000 | 186 |
| Total fiduciary and related assets | $605,206,000 | 221 |
| Managed Assets ($) | $567,170,000 | 179 |
| Non-managed Assets ($) | $38,036,000 | 286 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,928,000 | 199 |
| 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 | $1,328,000 | 157 |
| Number of Managed Accounts | $1,206,000 | 129 |
| Number of Non-Managed Accounts | $122,000 | 188 |
| Total fiduciary and related assets | $573,469,000 | 228 |
| Managed Assets ($) | $530,624,000 | 176 |
| Non-managed Assets ($) | $42,845,000 | 276 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,957,000 | 199 |
| 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 | $1,310,000 | 159 |
| Number of Managed Accounts | $1,186,000 | 130 |
| Number of Non-Managed Accounts | $124,000 | 188 |
| Total fiduciary and related assets | $566,124,000 | 229 |
| Managed Assets ($) | $524,234,000 | 180 |
| Non-managed Assets ($) | $41,890,000 | 277 |
| Memoranda | ||
| Gross Fiduciary activities income | $975,000 | 201 |
| 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 | $1,313,000 | 163 |
| Number of Managed Accounts | $1,194,000 | 131 |
| Number of Non-Managed Accounts | $119,000 | 282 |
| Total fiduciary and related assets | $548,342,000 | 223 |
| Managed Assets ($) | $507,870,000 | 175 |
| Non-managed Assets ($) | $40,472,000 | 357 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,983,000 | 164 |
| 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 | $1,337,000 | 154 |
| Number of Managed Accounts | $1,212,000 | 130 |
| Number of Non-Managed Accounts | $125,000 | 187 |
| Total fiduciary and related assets | $539,371,000 | 218 |
| Managed Assets ($) | $496,395,000 | 173 |
| Non-managed Assets ($) | $42,976,000 | 266 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,911,000 | 169 |
| 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 | $1,349,000 | 156 |
| Number of Managed Accounts | $1,222,000 | 128 |
| Number of Non-Managed Accounts | $127,000 | 191 |
| Total fiduciary and related assets | $558,888,000 | 224 |
| Managed Assets ($) | $511,731,000 | 177 |
| Non-managed Assets ($) | $47,157,000 | 267 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,895,000 | 173 |
| 2011-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,344,000 | 152 |
| Number of Managed Accounts | $1,213,000 | 125 |
| Number of Non-Managed Accounts | $131,000 | 190 |
| Total fiduciary and related assets | $526,099,000 | 232 |
| Managed Assets ($) | $487,184,000 | 181 |
| Non-managed Assets ($) | $38,915,000 | 279 |
| Memoranda | ||
| Gross Fiduciary activities income | $963,000 | 174 |
| 2010-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,335,000 | 164 |
| Number of Managed Accounts | $1,149,000 | 135 |
| Number of Non-Managed Accounts | $186,000 | 228 |
| Total fiduciary and related assets | $488,954,000 | 242 |
| Managed Assets ($) | $468,762,000 | 185 |
| Non-managed Assets ($) | $20,192,000 | 485 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,979,000 | 161 |
| 2010-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,326,000 | 154 |
| Number of Managed Accounts | $1,145,000 | 129 |
| Number of Non-Managed Accounts | $181,000 | 165 |
| Total fiduciary and related assets | $433,051,000 | 252 |
| Managed Assets ($) | $413,331,000 | 203 |
| Non-managed Assets ($) | $19,720,000 | 315 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,936,000 | 162 |
| 2010-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,316,000 | 154 |
| Number of Managed Accounts | $1,138,000 | 129 |
| Number of Non-Managed Accounts | $178,000 | 168 |
| Total fiduciary and related assets | $417,226,000 | 250 |
| Managed Assets ($) | $397,030,000 | 202 |
| Non-managed Assets ($) | $20,196,000 | 311 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,002,000 | 162 |
| 2010-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,286,000 | 162 |
| Number of Managed Accounts | $1,104,000 | 134 |
| Number of Non-Managed Accounts | $182,000 | 166 |
| Total fiduciary and related assets | $436,000,000 | 256 |
| Managed Assets ($) | $409,512,000 | 206 |
| Non-managed Assets ($) | $26,488,000 | 300 |
| Memoranda | ||
| Gross Fiduciary activities income | $995,000 | 162 |
| 2009-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,226,000 | 179 |
| Number of Managed Accounts | $1,041,000 | 144 |
| Number of Non-Managed Accounts | $185,000 | 230 |
| Total fiduciary and related assets | $413,538,000 | 262 |
| Managed Assets ($) | $394,170,000 | 212 |
| Non-managed Assets ($) | $19,368,000 | 502 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,322,000 | 184 |
| 2009-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,166,000 | 175 |
| Number of Managed Accounts | $1,045,000 | 140 |
| Number of Non-Managed Accounts | $121,000 | 196 |
| Total fiduciary and related assets | $404,275,000 | 264 |
| Managed Assets ($) | $392,627,000 | 211 |
| Non-managed Assets ($) | $11,648,000 | 320 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,470,000 | 184 |
| 2009-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| 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 | $1,726,000 | 180 |
| 2009-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| 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 | $909,000 | 174 |
| 2008-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| 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 | $3,450,000 | 190 |
| 2008-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| 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 | $2,585,000 | 196 |
| 2008-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| 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 | $1,765,000 | 199 |
| 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 | $847,000 | 204 |
| 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 | $3,379,000 | 203 |
| 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 | $2,470,000 | 205 |
| 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 | $1,636,000 | 212 |
| 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 | $765,000 | 219 |
| 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 | $3,100,000 | 198 |
| 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 | $2,231,000 | 208 |
| 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 | $1,473,000 | 218 |
| 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 | $663,000 | 236 |
| 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 | $2,748,000 | 217 |
| 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 | $2,042,000 | 214 |
| 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 | $1,373,000 | 213 |
| 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 | $627,000 | 229 |
| 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 | $2,694,000 | 216 |
| 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 | $1,930,000 | 223 |
| 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 | $1,335,000 | 222 |
| 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 | $639,000 | 227 |
| 2003-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,948 |
| Fiduciary or related activity | $0 | 1,873 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,865 |
| Number of Managed Accounts | $0 | 1,742 |
| Number of Non-Managed Accounts | $0 | 1,417 |
| Total fiduciary and related assets | $0 | 1,862 |
| Managed Assets ($) | $0 | 1,742 |
| Non-managed Assets ($) | $0 | 1,404 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,413,000 | 233 |
| 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 | $1,798,000 | 243 |
| 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 | $1,188,000 | 247 |
| 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 | $557,000 | 265 |
| 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 | $2,349,000 | 261 |
| 2001-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 2 |
| Fiduciary power exercised | $0 | 1,948 |
| Fiduciary or related activity | $0 | 1,876 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,869 |
| Number of Managed Accounts | $0 | 1,766 |
| Number of Non-Managed Accounts | $0 | 1,385 |
| Total fiduciary and related assets | $0 | 1,865 |
| Managed Assets ($) | $0 | 1,766 |
| Non-managed Assets ($) | $0 | 1,377 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,641,000 | 244 |
| 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 | $2,728,000 | 242 |
| 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 | $2,113,000 | 323 |
| 1998-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $2,141,000 | 308 |
| 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 | $2,423,000 | 299 |
| 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 | $2,094,000 | 352 |
| 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 | $1,769,000 | 405 |
| 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 | $1,699,000 | 405 |
| 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 | $1,630,000 | 426 |
| 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 | $1,501,000 | 438 |