Home > HSBC Trust Company (Delaware) > Fiduciary and Related Services
HSBC Trust Company (Delaware), Fiduciary and Related Services
| 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 | $30,000 | 451 |
| Number of Managed Accounts | $11,000 | 442 |
| Number of Non-Managed Accounts | $19,000 | 362 |
| Total fiduciary and related assets | $820,472,000 | 287 |
| Managed Assets ($) | $348,597,000 | 363 |
| Non-managed Assets ($) | $471,875,000 | 159 |
| Memoranda | ||
| Gross Fiduciary activities income | $805,000 | 481 |
| 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 | $29,000 | 378 |
| Number of Managed Accounts | $11,000 | 367 |
| Number of Non-Managed Accounts | $18,000 | 313 |
| Total fiduciary and related assets | $810,519,000 | 278 |
| Managed Assets ($) | $345,547,000 | 322 |
| Non-managed Assets ($) | $464,972,000 | 156 |
| Memoranda | ||
| Gross Fiduciary activities income | $361,000 | 463 |
| 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 | $28,000 | 777 |
| Number of Managed Accounts | $8,000 | 813 |
| Number of Non-Managed Accounts | $20,000 | 531 |
| Total fiduciary and related assets | $651,208,000 | 307 |
| Managed Assets ($) | $127,647,000 | 496 |
| Non-managed Assets ($) | $523,561,000 | 150 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,348,000 | 457 |
| 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 | $25,000 | 368 |
| Number of Managed Accounts | $8,000 | 358 |
| Number of Non-Managed Accounts | $17,000 | 314 |
| Total fiduciary and related assets | $600,062,000 | 291 |
| Managed Assets ($) | $118,443,000 | 350 |
| Non-managed Assets ($) | $481,619,000 | 147 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,005,000 | 455 |
| 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 | $25,000 | 440 |
| Number of Managed Accounts | $8,000 | 429 |
| Number of Non-Managed Accounts | $17,000 | 366 |
| Total fiduciary and related assets | $598,092,000 | 311 |
| Managed Assets ($) | $119,567,000 | 420 |
| Non-managed Assets ($) | $478,525,000 | 146 |
| Memoranda | ||
| Gross Fiduciary activities income | $688,000 | 450 |
| 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 | $25,000 | 377 |
| Number of Managed Accounts | $8,000 | 367 |
| Number of Non-Managed Accounts | $17,000 | 318 |
| Total fiduciary and related assets | $594,162,000 | 298 |
| Managed Assets ($) | $119,535,000 | 356 |
| Non-managed Assets ($) | $474,627,000 | 151 |
| Memoranda | ||
| Gross Fiduciary activities income | $327,000 | 466 |
| 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 | $25,000 | 831 |
| Number of Managed Accounts | $8,000 | 848 |
| Number of Non-Managed Accounts | $17,000 | 583 |
| Total fiduciary and related assets | $609,228,000 | 308 |
| Managed Assets ($) | $116,784,000 | 515 |
| Non-managed Assets ($) | $492,444,000 | 150 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,380,000 | 466 |
| 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 | $26,000 | 394 |
| Number of Managed Accounts | $9,000 | 381 |
| Number of Non-Managed Accounts | $17,000 | 332 |
| Total fiduciary and related assets | $572,361,000 | 300 |
| Managed Assets ($) | $112,327,000 | 371 |
| Non-managed Assets ($) | $460,034,000 | 150 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,007,000 | 474 |
| 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 | $26,000 | 427 |
| Number of Managed Accounts | $9,000 | 416 |
| Number of Non-Managed Accounts | $17,000 | 348 |
| Total fiduciary and related assets | $585,352,000 | 277 |
| Managed Assets ($) | $113,293,000 | 403 |
| Non-managed Assets ($) | $472,059,000 | 124 |
| Memoranda | ||
| Gross Fiduciary activities income | $696,000 | 433 |
| 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 | $26,000 | 356 |
| Number of Managed Accounts | $9,000 | 344 |
| Number of Non-Managed Accounts | $17,000 | 295 |
| Total fiduciary and related assets | $614,679,000 | 265 |
| Managed Assets ($) | $125,397,000 | 332 |
| Non-managed Assets ($) | $489,282,000 | 126 |
| Memoranda | ||
| Gross Fiduciary activities income | $333,000 | 442 |
| 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 | $25,000 | 807 |
| Number of Managed Accounts | $9,000 | 823 |
| Number of Non-Managed Accounts | $16,000 | 572 |
| Total fiduciary and related assets | $614,632,000 | 292 |
| Managed Assets ($) | $157,605,000 | 447 |
| Non-managed Assets ($) | $457,027,000 | 133 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,511,000 | 407 |
| 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 | $26,000 | 341 |
| Number of Managed Accounts | $6,000 | 331 |
| Number of Non-Managed Accounts | $20,000 | 285 |
| Total fiduciary and related assets | $618,114,000 | 263 |
| Managed Assets ($) | $125,221,000 | 321 |
| Non-managed Assets ($) | $492,893,000 | 128 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,271,000 | 391 |
| 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 | $24,000 | 406 |
| Number of Managed Accounts | $7,000 | 396 |
| Number of Non-Managed Accounts | $17,000 | 337 |
| Total fiduciary and related assets | $589,328,000 | 286 |
| Managed Assets ($) | $121,813,000 | 386 |
| Non-managed Assets ($) | $467,515,000 | 133 |
| Memoranda | ||
| Gross Fiduciary activities income | $874,000 | 387 |
| 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 | $25,000 | 343 |
| Number of Managed Accounts | $6,000 | 333 |
| Number of Non-Managed Accounts | $19,000 | 289 |
| Total fiduciary and related assets | $591,369,000 | 264 |
| Managed Assets ($) | $86,606,000 | 326 |
| Non-managed Assets ($) | $504,763,000 | 128 |
| Memoranda | ||
| Gross Fiduciary activities income | $491,000 | 366 |
| 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 | $26,000 | 821 |
| Number of Managed Accounts | $7,000 | 876 |
| Number of Non-Managed Accounts | $19,000 | 562 |
| Total fiduciary and related assets | $570,525,000 | 282 |
| Managed Assets ($) | $84,411,000 | 538 |
| Non-managed Assets ($) | $486,114,000 | 128 |
| Memoranda | ||
| Gross Fiduciary activities income | $848,000 | 488 |
| 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 | $24,000 | 344 |
| Number of Managed Accounts | $7,000 | 335 |
| Number of Non-Managed Accounts | $17,000 | 293 |
| Total fiduciary and related assets | $374,650,000 | 298 |
| Managed Assets ($) | $122,890,000 | 322 |
| Non-managed Assets ($) | $251,760,000 | 164 |
| Memoranda | ||
| Gross Fiduciary activities income | $635,000 | 482 |
| 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 | $19,000 | 402 |
| Number of Managed Accounts | $7,000 | 393 |
| Number of Non-Managed Accounts | $12,000 | 346 |
| Total fiduciary and related assets | $297,517,000 | 352 |
| Managed Assets ($) | $77,269,000 | 383 |
| Non-managed Assets ($) | $220,248,000 | 174 |
| Memoranda | ||
| Gross Fiduciary activities income | $301,000 | 547 |
| 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 | $15,000 | 346 |
| Number of Managed Accounts | $10,000 | 338 |
| Number of Non-Managed Accounts | $5,000 | 319 |
| Total fiduciary and related assets | $265,137,000 | 317 |
| Managed Assets ($) | $158,521,000 | 317 |
| Non-managed Assets ($) | $106,616,000 | 204 |
| Memoranda | ||
| Gross Fiduciary activities income | $130,000 | 568 |
| 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 | $15,000 | 910 |
| Number of Managed Accounts | $10,000 | 865 |
| Number of Non-Managed Accounts | $5,000 | 732 |
| Total fiduciary and related assets | $311,740,000 | 355 |
| Managed Assets ($) | $178,574,000 | 396 |
| Non-managed Assets ($) | $133,166,000 | 220 |
| Memoranda | ||
| Gross Fiduciary activities income | $995,000 | 461 |
| 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 | $16,000 | 354 |
| Number of Managed Accounts | $11,000 | 345 |
| Number of Non-Managed Accounts | $5,000 | 321 |
| Total fiduciary and related assets | $299,337,000 | 324 |
| Managed Assets ($) | $169,942,000 | 318 |
| Non-managed Assets ($) | $129,395,000 | 205 |
| Memoranda | ||
| Gross Fiduciary activities income | $885,000 | 432 |
| 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 | $16,000 | 392 |
| Number of Managed Accounts | $11,000 | 383 |
| Number of Non-Managed Accounts | $5,000 | 357 |
| Total fiduciary and related assets | $297,414,000 | 353 |
| Managed Assets ($) | $169,127,000 | 351 |
| Non-managed Assets ($) | $128,287,000 | 218 |
| Memoranda | ||
| Gross Fiduciary activities income | $193,000 | 611 |
| 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 | $16,000 | 397 |
| Number of Managed Accounts | $11,000 | 389 |
| Number of Non-Managed Accounts | $5,000 | 361 |
| Total fiduciary and related assets | $290,130,000 | 357 |
| Managed Assets ($) | $166,351,000 | 357 |
| Non-managed Assets ($) | $123,779,000 | 222 |
| Memoranda | ||
| Gross Fiduciary activities income | $99,000 | 617 |
| 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 | $16,000 | 935 |
| Number of Managed Accounts | $11,000 | 883 |
| Number of Non-Managed Accounts | $5,000 | 753 |
| Total fiduciary and related assets | $275,157,000 | 366 |
| Managed Assets ($) | $157,072,000 | 407 |
| Non-managed Assets ($) | $118,085,000 | 226 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,487,000 | 398 |
| 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 | $17,000 | 402 |
| Number of Managed Accounts | $12,000 | 393 |
| Number of Non-Managed Accounts | $5,000 | 363 |
| Total fiduciary and related assets | $340,666,000 | 349 |
| Managed Assets ($) | $201,078,000 | 354 |
| Non-managed Assets ($) | $139,588,000 | 209 |
| Memoranda | ||
| Gross Fiduciary activities income | $525,000 | 524 |
| 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 | $16,000 | 404 |
| Number of Managed Accounts | $11,000 | 395 |
| Number of Non-Managed Accounts | $5,000 | 365 |
| Total fiduciary and related assets | $327,030,000 | 351 |
| Managed Assets ($) | $197,062,000 | 356 |
| Non-managed Assets ($) | $129,968,000 | 219 |
| Memoranda | ||
| Gross Fiduciary activities income | $342,000 | 531 |
| 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 | $13,000 | 407 |
| Number of Managed Accounts | $8,000 | 396 |
| Number of Non-Managed Accounts | $5,000 | 367 |
| Total fiduciary and related assets | $293,324,000 | 367 |
| Managed Assets ($) | $150,971,000 | 369 |
| Non-managed Assets ($) | $142,353,000 | 213 |
| Memoranda | ||
| Gross Fiduciary activities income | $185,000 | 525 |
| 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 | $12,000 | 1,003 |
| Number of Managed Accounts | $8,000 | 943 |
| Number of Non-Managed Accounts | $4,000 | 801 |
| Total fiduciary and related assets | $290,494,000 | 373 |
| Managed Assets ($) | $153,979,000 | 421 |
| Non-managed Assets ($) | $136,515,000 | 217 |
| Memoranda | ||
| Gross Fiduciary activities income | $768,000 | 503 |
| 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 | $11,000 | 397 |
| Number of Managed Accounts | $7,000 | 387 |
| Number of Non-Managed Accounts | $4,000 | 361 |
| Total fiduciary and related assets | $280,734,000 | 368 |
| Managed Assets ($) | $147,176,000 | 365 |
| Non-managed Assets ($) | $133,558,000 | 217 |
| Memoranda | ||
| Gross Fiduciary activities income | $578,000 | 508 |
| 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 | $11,000 | 400 |
| Number of Managed Accounts | $7,000 | 389 |
| Number of Non-Managed Accounts | $4,000 | 365 |
| Total fiduciary and related assets | $270,815,000 | 369 |
| Managed Assets ($) | $143,031,000 | 365 |
| Non-managed Assets ($) | $127,784,000 | 216 |
| Memoranda | ||
| Gross Fiduciary activities income | $403,000 | 496 |
| 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 | $11,000 | 403 |
| Number of Managed Accounts | $7,000 | 392 |
| Number of Non-Managed Accounts | $4,000 | 370 |
| Total fiduciary and related assets | $266,011,000 | 375 |
| Managed Assets ($) | $141,687,000 | 367 |
| Non-managed Assets ($) | $124,324,000 | 215 |
| Memoranda | ||
| Gross Fiduciary activities income | $174,000 | 539 |
| 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 | $11,000 | 1,056 |
| Number of Managed Accounts | $7,000 | 1,000 |
| Number of Non-Managed Accounts | $4,000 | 837 |
| Total fiduciary and related assets | $256,786,000 | 383 |
| Managed Assets ($) | $137,829,000 | 435 |
| Non-managed Assets ($) | $118,957,000 | 221 |
| Memoranda | ||
| Gross Fiduciary activities income | $621,000 | 550 |
| 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 | $11,000 | 411 |
| Number of Managed Accounts | $7,000 | 397 |
| Number of Non-Managed Accounts | $4,000 | 377 |
| Total fiduciary and related assets | $243,397,000 | 376 |
| Managed Assets ($) | $135,436,000 | 369 |
| Non-managed Assets ($) | $107,961,000 | 225 |
| Memoranda | ||
| Gross Fiduciary activities income | $462,000 | 550 |
| 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 | $12,000 | 415 |
| Number of Managed Accounts | $11,000 | 401 |
| Number of Non-Managed Accounts | $1,000 | 396 |
| Total fiduciary and related assets | $354,006,000 | 327 |
| Managed Assets ($) | $236,601,000 | 337 |
| Non-managed Assets ($) | $117,405,000 | 216 |
| Memoranda | ||
| Gross Fiduciary activities income | $306,000 | 557 |
| 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 | $16,000 | 414 |
| Number of Managed Accounts | $11,000 | 401 |
| Number of Non-Managed Accounts | $5,000 | 379 |
| Total fiduciary and related assets | $354,893,000 | 318 |
| Managed Assets ($) | $229,761,000 | 336 |
| Non-managed Assets ($) | $125,132,000 | 206 |
| Memoranda | ||
| Gross Fiduciary activities income | $154,000 | 563 |
| 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 | $18,000 | 1,030 |
| Number of Managed Accounts | $11,000 | 970 |
| Number of Non-Managed Accounts | $7,000 | 809 |
| Total fiduciary and related assets | $364,584,000 | 315 |
| Managed Assets ($) | $231,927,000 | 336 |
| Non-managed Assets ($) | $132,657,000 | 209 |
| Memoranda | ||
| Gross Fiduciary activities income | $654,000 | 547 |
| 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 | $29,000 | 409 |
| Number of Managed Accounts | $10,000 | 395 |
| Number of Non-Managed Accounts | $19,000 | 332 |
| Total fiduciary and related assets | $1,242,803,000 | 159 |
| Managed Assets ($) | $224,780,000 | 334 |
| Non-managed Assets ($) | $1,018,023,000 | 92 |
| Memoranda | ||
| Gross Fiduciary activities income | $505,000 | 545 |
| 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 | $29,000 | 414 |
| Number of Managed Accounts | $10,000 | 399 |
| Number of Non-Managed Accounts | $19,000 | 334 |
| Total fiduciary and related assets | $1,265,018,000 | 160 |
| Managed Assets ($) | $239,086,000 | 331 |
| Non-managed Assets ($) | $1,025,932,000 | 93 |
| Memoranda | ||
| Gross Fiduciary activities income | $336,000 | 553 |
| 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 | $29,000 | 413 |
| Number of Managed Accounts | $10,000 | 397 |
| Number of Non-Managed Accounts | $19,000 | 339 |
| Total fiduciary and related assets | $1,280,370,000 | 160 |
| Managed Assets ($) | $237,930,000 | 333 |
| Non-managed Assets ($) | $1,042,440,000 | 93 |
| Memoranda | ||
| Gross Fiduciary activities income | $183,000 | 540 |
| 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 | $29,000 | 991 |
| Number of Managed Accounts | $10,000 | 1,013 |
| Number of Non-Managed Accounts | $19,000 | 688 |
| Total fiduciary and related assets | $1,280,637,000 | 158 |
| Managed Assets ($) | $237,032,000 | 338 |
| Non-managed Assets ($) | $1,043,605,000 | 93 |
| Memoranda | ||
| Gross Fiduciary activities income | $650,000 | 560 |
| 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 | $29,000 | 411 |
| Number of Managed Accounts | $10,000 | 396 |
| Number of Non-Managed Accounts | $19,000 | 341 |
| Total fiduciary and related assets | $1,263,263,000 | 156 |
| Managed Assets ($) | $228,999,000 | 335 |
| Non-managed Assets ($) | $1,034,264,000 | 91 |
| Memoranda | ||
| Gross Fiduciary activities income | $450,000 | 572 |
| 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 | $29,000 | 411 |
| Number of Managed Accounts | $10,000 | 397 |
| Number of Non-Managed Accounts | $19,000 | 336 |
| Total fiduciary and related assets | $1,279,282,000 | 154 |
| Managed Assets ($) | $226,909,000 | 339 |
| Non-managed Assets ($) | $1,052,373,000 | 90 |
| Memoranda | ||
| Gross Fiduciary activities income | $289,000 | 586 |
| 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 | $30,000 | 416 |
| Number of Managed Accounts | $10,000 | 402 |
| Number of Non-Managed Accounts | $20,000 | 337 |
| Total fiduciary and related assets | $1,264,493,000 | 155 |
| Managed Assets ($) | $220,514,000 | 345 |
| Non-managed Assets ($) | $1,043,979,000 | 91 |
| Memoranda | ||
| Gross Fiduciary activities income | $146,000 | 583 |
| 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 | $30,000 | 1,011 |
| Number of Managed Accounts | $10,000 | 1,043 |
| Number of Non-Managed Accounts | $20,000 | 694 |
| Total fiduciary and related assets | $1,297,996,000 | 150 |
| Managed Assets ($) | $215,142,000 | 353 |
| Non-managed Assets ($) | $1,082,854,000 | 89 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,465,000 | 382 |
| 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 | $31,000 | 394 |
| Number of Managed Accounts | $10,000 | 381 |
| Number of Non-Managed Accounts | $21,000 | 323 |
| Total fiduciary and related assets | $1,283,309,000 | 147 |
| Managed Assets ($) | $202,260,000 | 334 |
| Non-managed Assets ($) | $1,081,049,000 | 90 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,161,000 | 372 |
| 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 | $31,000 | 396 |
| Number of Managed Accounts | $10,000 | 384 |
| Number of Non-Managed Accounts | $21,000 | 321 |
| Total fiduciary and related assets | $1,271,808,000 | 146 |
| Managed Assets ($) | $197,436,000 | 333 |
| Non-managed Assets ($) | $1,074,372,000 | 88 |
| Memoranda | ||
| Gross Fiduciary activities income | $760,000 | 376 |
| 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 | $30,000 | 400 |
| Number of Managed Accounts | $10,000 | 387 |
| Number of Non-Managed Accounts | $20,000 | 326 |
| Total fiduciary and related assets | $1,335,878,000 | 143 |
| Managed Assets ($) | $197,591,000 | 331 |
| Non-managed Assets ($) | $1,138,287,000 | 85 |
| Memoranda | ||
| Gross Fiduciary activities income | $391,000 | 366 |
| 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 | $26,000 | 1,062 |
| Number of Managed Accounts | $10,000 | 1,058 |
| Number of Non-Managed Accounts | $16,000 | 746 |
| Total fiduciary and related assets | $1,303,792,000 | 144 |
| Managed Assets ($) | $184,899,000 | 357 |
| Non-managed Assets ($) | $1,118,893,000 | 86 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,514,000 | 361 |
| 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 | $26,000 | 380 |
| Number of Managed Accounts | $10,000 | 366 |
| Number of Non-Managed Accounts | $16,000 | 320 |
| Total fiduciary and related assets | $1,324,529,000 | 138 |
| Managed Assets ($) | $180,745,000 | 328 |
| Non-managed Assets ($) | $1,143,784,000 | 83 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,132,000 | 360 |
| 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 | $22,000 | 381 |
| Number of Managed Accounts | $10,000 | 366 |
| Number of Non-Managed Accounts | $12,000 | 337 |
| Total fiduciary and related assets | $1,344,103,000 | 137 |
| Managed Assets ($) | $174,651,000 | 320 |
| Non-managed Assets ($) | $1,169,452,000 | 83 |
| Memoranda | ||
| Gross Fiduciary activities income | $757,000 | 363 |
| 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 | $23,000 | 381 |
| Number of Managed Accounts | $10,000 | 366 |
| Number of Non-Managed Accounts | $13,000 | 330 |
| Total fiduciary and related assets | $1,632,859,000 | 126 |
| Managed Assets ($) | $183,006,000 | 321 |
| Non-managed Assets ($) | $1,449,853,000 | 77 |
| Memoranda | ||
| Gross Fiduciary activities income | $382,000 | 358 |
| 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 | $23,000 | 1,114 |
| Number of Managed Accounts | $10,000 | 1,100 |
| Number of Non-Managed Accounts | $13,000 | 800 |
| Total fiduciary and related assets | $1,628,656,000 | 120 |
| Managed Assets ($) | $168,149,000 | 353 |
| Non-managed Assets ($) | $1,460,507,000 | 74 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,643,000 | 303 |
| 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 | $23,000 | 400 |
| Number of Managed Accounts | $10,000 | 380 |
| Number of Non-Managed Accounts | $13,000 | 346 |
| Total fiduciary and related assets | $1,726,623,000 | 116 |
| Managed Assets ($) | $156,301,000 | 323 |
| Non-managed Assets ($) | $1,570,322,000 | 69 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,250,000 | 300 |
| 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 | $25,000 | 407 |
| Number of Managed Accounts | $10,000 | 385 |
| Number of Non-Managed Accounts | $15,000 | 340 |
| Total fiduciary and related assets | $1,883,336,000 | 114 |
| Managed Assets ($) | $177,855,000 | 323 |
| Non-managed Assets ($) | $1,705,481,000 | 68 |
| Memoranda | ||
| Gross Fiduciary activities income | $838,000 | 302 |
| 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 | $26,000 | 411 |
| Number of Managed Accounts | $10,000 | 391 |
| Number of Non-Managed Accounts | $16,000 | 337 |
| Total fiduciary and related assets | $1,958,514,000 | 110 |
| Managed Assets ($) | $180,022,000 | 329 |
| Non-managed Assets ($) | $1,778,492,000 | 64 |
| Memoranda | ||
| Gross Fiduciary activities income | $422,000 | 298 |
| 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 | $26,000 | 1,142 |
| Number of Managed Accounts | $10,000 | 1,148 |
| Number of Non-Managed Accounts | $16,000 | 792 |
| Total fiduciary and related assets | $1,964,709,000 | 107 |
| Managed Assets ($) | $172,864,000 | 364 |
| Non-managed Assets ($) | $1,791,845,000 | 64 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,688,000 | 293 |
| 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 | $28,000 | 395 |
| Number of Managed Accounts | $10,000 | 380 |
| Number of Non-Managed Accounts | $18,000 | 325 |
| Total fiduciary and related assets | $2,631,816,000 | 90 |
| Managed Assets ($) | $163,168,000 | 317 |
| Non-managed Assets ($) | $2,468,648,000 | 57 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,208,000 | 297 |
| 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 | $29,000 | 397 |
| Number of Managed Accounts | $10,000 | 380 |
| Number of Non-Managed Accounts | $19,000 | 324 |
| Total fiduciary and related assets | $2,759,090,000 | 85 |
| Managed Assets ($) | $157,293,000 | 316 |
| Non-managed Assets ($) | $2,601,797,000 | 54 |
| Memoranda | ||
| Gross Fiduciary activities income | $839,000 | 290 |
| 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 | $30,000 | 405 |
| Number of Managed Accounts | $10,000 | 386 |
| Number of Non-Managed Accounts | $20,000 | 327 |
| Total fiduciary and related assets | $3,361,745,000 | 81 |
| Managed Assets ($) | $170,132,000 | 317 |
| Non-managed Assets ($) | $3,191,613,000 | 50 |
| Memoranda | ||
| Gross Fiduciary activities income | $429,000 | 286 |
| 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 | $33,000 | 1,131 |
| Number of Managed Accounts | $10,000 | 1,183 |
| Number of Non-Managed Accounts | $23,000 | 734 |
| Total fiduciary and related assets | $3,606,445,000 | 78 |
| Managed Assets ($) | $167,696,000 | 354 |
| Non-managed Assets ($) | $3,438,749,000 | 49 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,643,000 | 284 |
| 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 | $33,000 | 394 |
| Number of Managed Accounts | $10,000 | 377 |
| Number of Non-Managed Accounts | $23,000 | 308 |
| Total fiduciary and related assets | $3,755,833,000 | 75 |
| Managed Assets ($) | $158,683,000 | 311 |
| Non-managed Assets ($) | $3,597,150,000 | 51 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,265,000 | 276 |
| 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 | $31,000 | 402 |
| Number of Managed Accounts | $10,000 | 383 |
| Number of Non-Managed Accounts | $21,000 | 319 |
| Total fiduciary and related assets | $4,258,859,000 | 73 |
| Managed Assets ($) | $145,797,000 | 317 |
| Non-managed Assets ($) | $4,113,062,000 | 48 |
| Memoranda | ||
| Gross Fiduciary activities income | $816,000 | 282 |
| 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 | $31,000 | 402 |
| Number of Managed Accounts | $10,000 | 385 |
| Number of Non-Managed Accounts | $21,000 | 314 |
| Total fiduciary and related assets | $4,291,798,000 | 71 |
| Managed Assets ($) | $130,506,000 | 321 |
| Non-managed Assets ($) | $4,161,292,000 | 48 |
| Memoranda | ||
| Gross Fiduciary activities income | $367,000 | 301 |
| 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 | $39,000 | 1,118 |
| Number of Managed Accounts | $9,000 | 1,233 |
| Number of Non-Managed Accounts | $30,000 | 668 |
| Total fiduciary and related assets | $4,900,445,000 | 69 |
| Managed Assets ($) | $129,437,000 | 400 |
| Non-managed Assets ($) | $4,771,008,000 | 46 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,624,000 | 299 |
| 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 | $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 | $1,228,000 | 304 |
| 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 | $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 | $738,000 | 334 |
| 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 | $13,000 | 446 |
| Number of Managed Accounts | $9,000 | 419 |
| Number of Non-Managed Accounts | $4,000 | 407 |
| Total fiduciary and related assets | $234,194,000 | 379 |
| Managed Assets ($) | $179,435,000 | 346 |
| Non-managed Assets ($) | $54,759,000 | 277 |
| Memoranda | ||
| Gross Fiduciary activities income | $370,000 | 334 |
| 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 | $14,000 | 1,362 |
| Number of Managed Accounts | $9,000 | 1,275 |
| Number of Non-Managed Accounts | $5,000 | 1,044 |
| Total fiduciary and related assets | $244,049,000 | 387 |
| Managed Assets ($) | $185,636,000 | 379 |
| Non-managed Assets ($) | $58,413,000 | 330 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,436,000 | 336 |
| 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 | $9,000 | 429 |
| Number of Managed Accounts | $5,000 | 406 |
| Number of Non-Managed Accounts | $4,000 | 391 |
| Total fiduciary and related assets | $175,478,000 | 376 |
| Managed Assets ($) | $133,630,000 | 348 |
| Non-managed Assets ($) | $41,848,000 | 285 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,081,000 | 329 |
| 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 | $8,000 | 438 |
| Number of Managed Accounts | $5,000 | 415 |
| Number of Non-Managed Accounts | $3,000 | 403 |
| Total fiduciary and related assets | $143,066,000 | 389 |
| Managed Assets ($) | $129,799,000 | 357 |
| Non-managed Assets ($) | $13,267,000 | 345 |
| Memoranda | ||
| Gross Fiduciary activities income | $754,000 | 330 |
| 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 | $8,000 | 440 |
| Number of Managed Accounts | $5,000 | 417 |
| Number of Non-Managed Accounts | $3,000 | 403 |
| Total fiduciary and related assets | $124,181,000 | 395 |
| Managed Assets ($) | $111,179,000 | 364 |
| Non-managed Assets ($) | $13,002,000 | 344 |
| Memoranda | ||
| Gross Fiduciary activities income | $318,000 | 366 |
| 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 | $8,000 | 1,483 |
| Number of Managed Accounts | $5,000 | 1,393 |
| Number of Non-Managed Accounts | $3,000 | 1,121 |
| Total fiduciary and related assets | $91,408,000 | 627 |
| Managed Assets ($) | $78,541,000 | 573 |
| Non-managed Assets ($) | $12,867,000 | 603 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,092,000 | 375 |