Home > Jefferson Bank > Fiduciary and Related Services
Jefferson Bank, Fiduciary and Related Services
| 2023-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 4 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $509,000 | 369 |
| Number of Managed Accounts | $446,000 | 336 |
| Number of Non-Managed Accounts | $63,000 | 336 |
| Total fiduciary and related assets | $1,332,179,000 | 216 |
| Managed Assets ($) | $971,228,000 | 210 |
| Non-managed Assets ($) | $360,951,000 | 172 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,991,000 | 206 |
| 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 | $508,000 | 299 |
| Number of Managed Accounts | $445,000 | 279 |
| Number of Non-Managed Accounts | $63,000 | 236 |
| Total fiduciary and related assets | $1,225,504,000 | 218 |
| Managed Assets ($) | $872,464,000 | 217 |
| Non-managed Assets ($) | $353,040,000 | 162 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,780,000 | 209 |
| 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 | $498,000 | 344 |
| Number of Managed Accounts | $435,000 | 319 |
| Number of Non-Managed Accounts | $63,000 | 258 |
| Total fiduciary and related assets | $1,225,295,000 | 215 |
| Managed Assets ($) | $865,193,000 | 218 |
| Non-managed Assets ($) | $360,102,000 | 165 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,768,000 | 210 |
| 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 | $495,000 | 311 |
| Number of Managed Accounts | $433,000 | 287 |
| Number of Non-Managed Accounts | $62,000 | 241 |
| Total fiduciary and related assets | $1,197,194,000 | 223 |
| Managed Assets ($) | $841,399,000 | 232 |
| Non-managed Assets ($) | $355,795,000 | 166 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,803,000 | 219 |
| 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 | $495,000 | 375 |
| Number of Managed Accounts | $434,000 | 345 |
| Number of Non-Managed Accounts | $61,000 | 356 |
| Total fiduciary and related assets | $1,010,883,000 | 241 |
| Managed Assets ($) | $708,196,000 | 256 |
| Non-managed Assets ($) | $302,687,000 | 182 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,216,000 | 204 |
| 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 | $493,000 | 318 |
| Number of Managed Accounts | $431,000 | 295 |
| Number of Non-Managed Accounts | $62,000 | 240 |
| Total fiduciary and related assets | $964,793,000 | 237 |
| Managed Assets ($) | $671,316,000 | 251 |
| Non-managed Assets ($) | $293,477,000 | 178 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,503,000 | 194 |
| 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 | $508,000 | 316 |
| Number of Managed Accounts | $442,000 | 299 |
| Number of Non-Managed Accounts | $66,000 | 234 |
| Total fiduciary and related assets | $1,014,123,000 | 201 |
| Managed Assets ($) | $710,395,000 | 215 |
| Non-managed Assets ($) | $303,728,000 | 151 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,035,000 | 177 |
| 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 | $508,000 | 279 |
| Number of Managed Accounts | $443,000 | 265 |
| Number of Non-Managed Accounts | $65,000 | 213 |
| Total fiduciary and related assets | $1,128,698,000 | 204 |
| Managed Assets ($) | $749,141,000 | 218 |
| Non-managed Assets ($) | $379,557,000 | 138 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,093,000 | 179 |
| 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 | $489,000 | 344 |
| Number of Managed Accounts | $420,000 | 319 |
| Number of Non-Managed Accounts | $69,000 | 304 |
| Total fiduciary and related assets | $1,098,817,000 | 216 |
| Managed Assets ($) | $775,501,000 | 220 |
| Non-managed Assets ($) | $323,316,000 | 161 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,606,000 | 222 |
| 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 | $487,000 | 283 |
| Number of Managed Accounts | $417,000 | 267 |
| Number of Non-Managed Accounts | $70,000 | 212 |
| Total fiduciary and related assets | $1,066,956,000 | 216 |
| Managed Assets ($) | $747,280,000 | 219 |
| Non-managed Assets ($) | $319,676,000 | 154 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,173,000 | 222 |
| 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 | $488,000 | 314 |
| Number of Managed Accounts | $422,000 | 298 |
| Number of Non-Managed Accounts | $66,000 | 232 |
| Total fiduciary and related assets | $1,086,114,000 | 214 |
| Managed Assets ($) | $766,276,000 | 217 |
| Non-managed Assets ($) | $319,838,000 | 160 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,854,000 | 216 |
| 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 | $508,000 | 282 |
| Number of Managed Accounts | $436,000 | 267 |
| Number of Non-Managed Accounts | $72,000 | 212 |
| Total fiduciary and related assets | $1,069,321,000 | 208 |
| Managed Assets ($) | $752,660,000 | 208 |
| Non-managed Assets ($) | $316,661,000 | 153 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,367,000 | 221 |
| 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 | $508,000 | 331 |
| Number of Managed Accounts | $436,000 | 310 |
| Number of Non-Managed Accounts | $72,000 | 307 |
| Total fiduciary and related assets | $1,051,648,000 | 206 |
| Managed Assets ($) | $726,388,000 | 216 |
| Non-managed Assets ($) | $325,260,000 | 155 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,237,000 | 238 |
| 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 | $517,000 | 276 |
| Number of Managed Accounts | $450,000 | 260 |
| Number of Non-Managed Accounts | $67,000 | 218 |
| Total fiduciary and related assets | $878,033,000 | 217 |
| Managed Assets ($) | $618,432,000 | 222 |
| Non-managed Assets ($) | $259,601,000 | 161 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,204,000 | 233 |
| 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 | $518,000 | 300 |
| Number of Managed Accounts | $450,000 | 283 |
| Number of Non-Managed Accounts | $68,000 | 230 |
| Total fiduciary and related assets | $856,834,000 | 224 |
| Managed Assets ($) | $607,128,000 | 227 |
| Non-managed Assets ($) | $249,706,000 | 165 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,128,000 | 233 |
| 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 | $531,000 | 275 |
| Number of Managed Accounts | $455,000 | 261 |
| Number of Non-Managed Accounts | $76,000 | 210 |
| Total fiduciary and related assets | $778,798,000 | 219 |
| Managed Assets ($) | $555,000,000 | 219 |
| Non-managed Assets ($) | $223,798,000 | 164 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,148,000 | 227 |
| 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 | $536,000 | 325 |
| Number of Managed Accounts | $462,000 | 298 |
| Number of Non-Managed Accounts | $74,000 | 308 |
| Total fiduciary and related assets | $947,331,000 | 208 |
| Managed Assets ($) | $667,826,000 | 217 |
| Non-managed Assets ($) | $279,505,000 | 155 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,346,000 | 211 |
| 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 | $534,000 | 276 |
| Number of Managed Accounts | $458,000 | 262 |
| Number of Non-Managed Accounts | $76,000 | 204 |
| Total fiduciary and related assets | $899,352,000 | 210 |
| Managed Assets ($) | $629,114,000 | 221 |
| Non-managed Assets ($) | $270,238,000 | 153 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,168,000 | 207 |
| 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 | $541,000 | 295 |
| Number of Managed Accounts | $462,000 | 280 |
| Number of Non-Managed Accounts | $79,000 | 213 |
| Total fiduciary and related assets | $888,134,000 | 207 |
| Managed Assets ($) | $627,413,000 | 221 |
| Non-managed Assets ($) | $260,721,000 | 154 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,807,000 | 206 |
| 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 | $564,000 | 294 |
| Number of Managed Accounts | $484,000 | 279 |
| Number of Non-Managed Accounts | $80,000 | 211 |
| Total fiduciary and related assets | $793,406,000 | 221 |
| Managed Assets ($) | $619,638,000 | 215 |
| Non-managed Assets ($) | $173,768,000 | 189 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,522,000 | 195 |
| 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 | $583,000 | 310 |
| Number of Managed Accounts | $500,000 | 285 |
| Number of Non-Managed Accounts | $83,000 | 290 |
| Total fiduciary and related assets | $892,957,000 | 201 |
| Managed Assets ($) | $650,519,000 | 201 |
| Non-managed Assets ($) | $242,438,000 | 161 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,567,000 | 202 |
| 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 | $577,000 | 286 |
| Number of Managed Accounts | $500,000 | 269 |
| Number of Non-Managed Accounts | $77,000 | 215 |
| Total fiduciary and related assets | $936,881,000 | 205 |
| Managed Assets ($) | $702,932,000 | 195 |
| Non-managed Assets ($) | $233,949,000 | 170 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,290,000 | 198 |
| 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 | $581,000 | 285 |
| Number of Managed Accounts | $508,000 | 271 |
| Number of Non-Managed Accounts | $73,000 | 228 |
| Total fiduciary and related assets | $909,843,000 | 205 |
| Managed Assets ($) | $679,844,000 | 197 |
| Non-managed Assets ($) | $229,999,000 | 172 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,888,000 | 199 |
| 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 | $582,000 | 288 |
| Number of Managed Accounts | $500,000 | 273 |
| Number of Non-Managed Accounts | $82,000 | 214 |
| Total fiduciary and related assets | $901,630,000 | 209 |
| Managed Assets ($) | $673,394,000 | 197 |
| Non-managed Assets ($) | $228,236,000 | 174 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,343,000 | 211 |
| 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 | $586,000 | 311 |
| Number of Managed Accounts | $505,000 | 287 |
| Number of Non-Managed Accounts | $81,000 | 299 |
| Total fiduciary and related assets | $936,847,000 | 209 |
| Managed Assets ($) | $714,528,000 | 191 |
| Non-managed Assets ($) | $222,319,000 | 177 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,906,000 | 212 |
| 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 | $586,000 | 282 |
| Number of Managed Accounts | $507,000 | 265 |
| Number of Non-Managed Accounts | $79,000 | 214 |
| Total fiduciary and related assets | $902,956,000 | 208 |
| Managed Assets ($) | $689,173,000 | 193 |
| Non-managed Assets ($) | $213,783,000 | 182 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,667,000 | 212 |
| 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 | $586,000 | 286 |
| Number of Managed Accounts | $513,000 | 264 |
| Number of Non-Managed Accounts | $73,000 | 225 |
| Total fiduciary and related assets | $881,232,000 | 207 |
| Managed Assets ($) | $670,541,000 | 190 |
| Non-managed Assets ($) | $210,691,000 | 180 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,438,000 | 213 |
| 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 | $578,000 | 288 |
| Number of Managed Accounts | $504,000 | 268 |
| Number of Non-Managed Accounts | $74,000 | 220 |
| Total fiduciary and related assets | $848,312,000 | 208 |
| Managed Assets ($) | $639,558,000 | 197 |
| Non-managed Assets ($) | $208,754,000 | 178 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,246,000 | 209 |
| 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 | $579,000 | 313 |
| Number of Managed Accounts | $501,000 | 282 |
| Number of Non-Managed Accounts | $78,000 | 324 |
| Total fiduciary and related assets | $840,953,000 | 203 |
| Managed Assets ($) | $626,505,000 | 196 |
| Non-managed Assets ($) | $214,448,000 | 165 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,850,000 | 203 |
| 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 | $577,000 | 291 |
| Number of Managed Accounts | $504,000 | 269 |
| Number of Non-Managed Accounts | $73,000 | 229 |
| Total fiduciary and related assets | $824,276,000 | 205 |
| Managed Assets ($) | $605,096,000 | 198 |
| Non-managed Assets ($) | $219,180,000 | 163 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,679,000 | 198 |
| 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 | $603,000 | 284 |
| Number of Managed Accounts | $533,000 | 262 |
| Number of Non-Managed Accounts | $70,000 | 235 |
| Total fiduciary and related assets | $814,582,000 | 207 |
| Managed Assets ($) | $601,304,000 | 204 |
| Non-managed Assets ($) | $213,278,000 | 169 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,450,000 | 199 |
| 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 | $664,000 | 274 |
| Number of Managed Accounts | $591,000 | 256 |
| Number of Non-Managed Accounts | $73,000 | 227 |
| Total fiduciary and related assets | $842,096,000 | 203 |
| Managed Assets ($) | $629,727,000 | 192 |
| Non-managed Assets ($) | $212,369,000 | 164 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,282,000 | 192 |
| 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 | $772,000 | 263 |
| Number of Managed Accounts | $703,000 | 226 |
| Number of Non-Managed Accounts | $69,000 | 362 |
| Total fiduciary and related assets | $943,906,000 | 195 |
| Managed Assets ($) | $725,844,000 | 177 |
| Non-managed Assets ($) | $218,062,000 | 161 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,693,000 | 184 |
| 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 | $785,000 | 251 |
| Number of Managed Accounts | $720,000 | 219 |
| Number of Non-Managed Accounts | $65,000 | 240 |
| Total fiduciary and related assets | $1,001,129,000 | 185 |
| Managed Assets ($) | $786,574,000 | 161 |
| Non-managed Assets ($) | $214,555,000 | 165 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,307,000 | 184 |
| 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 | $772,000 | 257 |
| Number of Managed Accounts | $710,000 | 224 |
| Number of Non-Managed Accounts | $62,000 | 249 |
| Total fiduciary and related assets | $1,032,094,000 | 189 |
| Managed Assets ($) | $809,325,000 | 165 |
| Non-managed Assets ($) | $222,769,000 | 166 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,924,000 | 184 |
| 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 | $756,000 | 256 |
| Number of Managed Accounts | $694,000 | 223 |
| Number of Non-Managed Accounts | $62,000 | 250 |
| Total fiduciary and related assets | $1,007,443,000 | 189 |
| Managed Assets ($) | $787,187,000 | 166 |
| Non-managed Assets ($) | $220,256,000 | 167 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,583,000 | 175 |
| 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 | $743,000 | 276 |
| Number of Managed Accounts | $681,000 | 235 |
| Number of Non-Managed Accounts | $62,000 | 405 |
| Total fiduciary and related assets | $997,274,000 | 188 |
| Managed Assets ($) | $772,985,000 | 166 |
| Non-managed Assets ($) | $224,289,000 | 166 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,758,000 | 201 |
| 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 | $765,000 | 255 |
| Number of Managed Accounts | $664,000 | 231 |
| Number of Non-Managed Accounts | $101,000 | 197 |
| Total fiduciary and related assets | $951,663,000 | 186 |
| Managed Assets ($) | $718,690,000 | 170 |
| Non-managed Assets ($) | $232,973,000 | 164 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,368,000 | 211 |
| 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 | $708,000 | 266 |
| Number of Managed Accounts | $653,000 | 238 |
| Number of Non-Managed Accounts | $55,000 | 263 |
| Total fiduciary and related assets | $941,905,000 | 186 |
| Managed Assets ($) | $706,469,000 | 169 |
| Non-managed Assets ($) | $235,436,000 | 161 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,203,000 | 211 |
| 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 | $689,000 | 272 |
| Number of Managed Accounts | $632,000 | 243 |
| Number of Non-Managed Accounts | $57,000 | 261 |
| Total fiduciary and related assets | $899,896,000 | 189 |
| Managed Assets ($) | $678,497,000 | 170 |
| Non-managed Assets ($) | $221,399,000 | 164 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,067,000 | 216 |
| 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 | $681,000 | 292 |
| Number of Managed Accounts | $624,000 | 251 |
| Number of Non-Managed Accounts | $57,000 | 437 |
| Total fiduciary and related assets | $862,473,000 | 194 |
| Managed Assets ($) | $645,339,000 | 176 |
| Non-managed Assets ($) | $217,134,000 | 165 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,762,000 | 225 |
| 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 | $680,000 | 265 |
| Number of Managed Accounts | $613,000 | 238 |
| Number of Non-Managed Accounts | $67,000 | 239 |
| Total fiduciary and related assets | $804,041,000 | 195 |
| Managed Assets ($) | $587,926,000 | 179 |
| Non-managed Assets ($) | $216,115,000 | 163 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,765,000 | 228 |
| 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 | $666,000 | 267 |
| Number of Managed Accounts | $602,000 | 233 |
| Number of Non-Managed Accounts | $64,000 | 242 |
| Total fiduciary and related assets | $743,623,000 | 194 |
| Managed Assets ($) | $530,335,000 | 189 |
| Non-managed Assets ($) | $213,288,000 | 169 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,787,000 | 230 |
| 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 | $1,302,000 | 167 |
| Number of Managed Accounts | $1,180,000 | 136 |
| Number of Non-Managed Accounts | $122,000 | 197 |
| Total fiduciary and related assets | $1,484,814,000 | 136 |
| Managed Assets ($) | $1,044,420,000 | 122 |
| Non-managed Assets ($) | $440,394,000 | 120 |
| Memoranda | ||
| Gross Fiduciary activities income | $823,000 | 241 |
| 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 | $637,000 | 303 |
| Number of Managed Accounts | $574,000 | 256 |
| Number of Non-Managed Accounts | $63,000 | 424 |
| Total fiduciary and related assets | $688,593,000 | 204 |
| Managed Assets ($) | $472,141,000 | 206 |
| Non-managed Assets ($) | $216,452,000 | 159 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,894,000 | 245 |
| 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 | $605,000 | 276 |
| Number of Managed Accounts | $536,000 | 246 |
| Number of Non-Managed Accounts | $69,000 | 233 |
| Total fiduciary and related assets | $663,499,000 | 205 |
| Managed Assets ($) | $454,599,000 | 212 |
| Non-managed Assets ($) | $208,900,000 | 159 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,143,000 | 245 |
| 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 | $580,000 | 281 |
| Number of Managed Accounts | $510,000 | 250 |
| Number of Non-Managed Accounts | $70,000 | 228 |
| Total fiduciary and related assets | $673,047,000 | 198 |
| Managed Assets ($) | $457,436,000 | 202 |
| Non-managed Assets ($) | $215,611,000 | 157 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,260,000 | 270 |
| 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 | $619,000 | 272 |
| Number of Managed Accounts | $543,000 | 242 |
| Number of Non-Managed Accounts | $76,000 | 217 |
| Total fiduciary and related assets | $687,895,000 | 196 |
| Managed Assets ($) | $465,736,000 | 202 |
| Non-managed Assets ($) | $222,159,000 | 152 |
| Memoranda | ||
| Gross Fiduciary activities income | $636,000 | 268 |
| 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 | $595,000 | 319 |
| Number of Managed Accounts | $516,000 | 268 |
| Number of Non-Managed Accounts | $79,000 | 369 |
| Total fiduciary and related assets | $665,475,000 | 195 |
| Managed Assets ($) | $447,397,000 | 204 |
| Non-managed Assets ($) | $218,078,000 | 154 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,695,000 | 216 |
| 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 | $586,000 | 281 |
| Number of Managed Accounts | $507,000 | 249 |
| Number of Non-Managed Accounts | $79,000 | 218 |
| Total fiduciary and related assets | $642,904,000 | 195 |
| Managed Assets ($) | $434,154,000 | 193 |
| Non-managed Assets ($) | $208,750,000 | 152 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,831,000 | 234 |
| 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 | $590,000 | 282 |
| Number of Managed Accounts | $509,000 | 247 |
| Number of Non-Managed Accounts | $81,000 | 219 |
| Total fiduciary and related assets | $708,787,000 | 191 |
| Managed Assets ($) | $480,646,000 | 182 |
| Non-managed Assets ($) | $228,141,000 | 148 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,227,000 | 235 |
| 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 | $550,000 | 294 |
| Number of Managed Accounts | $465,000 | 259 |
| Number of Non-Managed Accounts | $85,000 | 219 |
| Total fiduciary and related assets | $698,602,000 | 193 |
| Managed Assets ($) | $455,715,000 | 195 |
| Non-managed Assets ($) | $242,887,000 | 149 |
| Memoranda | ||
| Gross Fiduciary activities income | $608,000 | 237 |
| 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 | $551,000 | 342 |
| Number of Managed Accounts | $461,000 | 292 |
| Number of Non-Managed Accounts | $90,000 | 362 |
| Total fiduciary and related assets | $642,045,000 | 201 |
| Managed Assets ($) | $418,947,000 | 205 |
| Non-managed Assets ($) | $223,098,000 | 156 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,575,000 | 221 |
| 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 | $562,000 | 285 |
| Number of Managed Accounts | $470,000 | 253 |
| Number of Non-Managed Accounts | $92,000 | 217 |
| Total fiduciary and related assets | $615,458,000 | 203 |
| Managed Assets ($) | $392,777,000 | 213 |
| Non-managed Assets ($) | $222,681,000 | 151 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,984,000 | 214 |
| 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 | $544,000 | 290 |
| Number of Managed Accounts | $448,000 | 260 |
| Number of Non-Managed Accounts | $96,000 | 214 |
| Total fiduciary and related assets | $579,009,000 | 205 |
| Managed Assets ($) | $363,807,000 | 217 |
| Non-managed Assets ($) | $215,202,000 | 151 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,120,000 | 240 |
| 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 | $529,000 | 297 |
| Number of Managed Accounts | $435,000 | 268 |
| Number of Non-Managed Accounts | $94,000 | 216 |
| Total fiduciary and related assets | $602,458,000 | 207 |
| Managed Assets ($) | $382,204,000 | 217 |
| Non-managed Assets ($) | $220,254,000 | 155 |
| Memoranda | ||
| Gross Fiduciary activities income | $494,000 | 266 |
| 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 | $567,000 | 345 |
| Number of Managed Accounts | $469,000 | 294 |
| Number of Non-Managed Accounts | $98,000 | 352 |
| Total fiduciary and related assets | $576,022,000 | 215 |
| Managed Assets ($) | $355,447,000 | 226 |
| Non-managed Assets ($) | $220,575,000 | 156 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,844,000 | 263 |
| 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 | $659,000 | 270 |
| Number of Managed Accounts | $549,000 | 236 |
| Number of Non-Managed Accounts | $110,000 | 204 |
| Total fiduciary and related assets | $454,116,000 | 246 |
| Managed Assets ($) | $309,585,000 | 242 |
| Non-managed Assets ($) | $144,531,000 | 182 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,341,000 | 266 |
| 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 | $634,000 | 275 |
| Number of Managed Accounts | $525,000 | 246 |
| Number of Non-Managed Accounts | $109,000 | 209 |
| Total fiduciary and related assets | $420,409,000 | 251 |
| Managed Assets ($) | $362,331,000 | 221 |
| Non-managed Assets ($) | $58,078,000 | 235 |
| Memoranda | ||
| Gross Fiduciary activities income | $812,000 | 286 |
| 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 | $600,000 | 280 |
| Number of Managed Accounts | $502,000 | 250 |
| Number of Non-Managed Accounts | $98,000 | 218 |
| Total fiduciary and related assets | $366,712,000 | 268 |
| Managed Assets ($) | $316,327,000 | 232 |
| Non-managed Assets ($) | $50,385,000 | 244 |
| Memoranda | ||
| Gross Fiduciary activities income | $423,000 | 279 |
| 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 | $581,000 | 343 |
| Number of Managed Accounts | $484,000 | 288 |
| Number of Non-Managed Accounts | $97,000 | 367 |
| Total fiduciary and related assets | $379,700,000 | 271 |
| Managed Assets ($) | $327,451,000 | 229 |
| Non-managed Assets ($) | $52,249,000 | 310 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,565,000 | 307 |
| 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 | $560,000 | 297 |
| Number of Managed Accounts | $467,000 | 265 |
| Number of Non-Managed Accounts | $93,000 | 229 |
| Total fiduciary and related assets | $399,934,000 | 270 |
| Managed Assets ($) | $346,653,000 | 231 |
| Non-managed Assets ($) | $53,281,000 | 272 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,179,000 | 313 |
| 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 | $546,000 | 304 |
| Number of Managed Accounts | $453,000 | 272 |
| Number of Non-Managed Accounts | $93,000 | 235 |
| Total fiduciary and related assets | $332,725,000 | 302 |
| Managed Assets ($) | $280,196,000 | 269 |
| Non-managed Assets ($) | $52,529,000 | 283 |
| Memoranda | ||
| Gross Fiduciary activities income | $784,000 | 323 |
| 2008-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,018,000 | 213 |
| Number of Managed Accounts | $848,000 | 180 |
| Number of Non-Managed Accounts | $170,000 | 179 |
| Total fiduciary and related assets | $667,010,000 | 213 |
| Managed Assets ($) | $562,440,000 | 179 |
| Non-managed Assets ($) | $104,570,000 | 222 |
| Memoranda | ||
| Gross Fiduciary activities income | $375,000 | 332 |
| 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 | $468,000 | 398 |
| Number of Managed Accounts | $386,000 | 339 |
| Number of Non-Managed Accounts | $82,000 | 415 |
| Total fiduciary and related assets | $334,416,000 | 317 |
| Managed Assets ($) | $285,447,000 | 277 |
| Non-managed Assets ($) | $48,969,000 | 358 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,545,000 | 321 |
| 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 | $906,000 | 229 |
| Number of Managed Accounts | $740,000 | 197 |
| Number of Non-Managed Accounts | $166,000 | 177 |
| Total fiduciary and related assets | $652,042,000 | 222 |
| Managed Assets ($) | $556,572,000 | 184 |
| Non-managed Assets ($) | $95,470,000 | 228 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,132,000 | 324 |
| 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 | $450,000 | 324 |
| Number of Managed Accounts | $365,000 | 295 |
| Number of Non-Managed Accounts | $85,000 | 237 |
| Total fiduciary and related assets | $305,482,000 | 336 |
| Managed Assets ($) | $256,914,000 | 301 |
| Non-managed Assets ($) | $48,568,000 | 282 |
| Memoranda | ||
| Gross Fiduciary activities income | $682,000 | 346 |
| 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 | $396,000 | 336 |
| Number of Managed Accounts | $312,000 | 309 |
| Number of Non-Managed Accounts | $84,000 | 243 |
| Total fiduciary and related assets | $276,235,000 | 348 |
| Managed Assets ($) | $229,777,000 | 321 |
| Non-managed Assets ($) | $46,458,000 | 284 |
| Memoranda | ||
| Gross Fiduciary activities income | $350,000 | 342 |
| 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 | $417,000 | 417 |
| Number of Managed Accounts | $332,000 | 361 |
| Number of Non-Managed Accounts | $85,000 | 406 |
| Total fiduciary and related assets | $265,605,000 | 356 |
| Managed Assets ($) | $222,315,000 | 330 |
| Non-managed Assets ($) | $43,290,000 | 370 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,038,000 | 392 |
| 2006-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $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 | $714,000 | 413 |
| 2006-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $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 | $424,000 | 455 |
| 2006-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $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 | $195,000 | 480 |
| 2005-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $321,000 | 509 |
| Number of Managed Accounts | $246,000 | 473 |
| Number of Non-Managed Accounts | $75,000 | 468 |
| Total fiduciary and related assets | $219,211,000 | 400 |
| Managed Assets ($) | $182,243,000 | 362 |
| Non-managed Assets ($) | $36,968,000 | 393 |
| Memoranda | ||
| Gross Fiduciary activities income | $807,000 | 448 |
| 2005-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $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 | $574,000 | 454 |
| 2005-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $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 | $362,000 | 472 |
| 2005-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $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 | $192,000 | 458 |
| 2004-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $562,000 | 354 |
| Number of Managed Accounts | $433,000 | 318 |
| Number of Non-Managed Accounts | $129,000 | 345 |
| Total fiduciary and related assets | $184,938,000 | 429 |
| Managed Assets ($) | $149,317,000 | 387 |
| Non-managed Assets ($) | $35,621,000 | 396 |
| Memoranda | ||
| Gross Fiduciary activities income | $711,000 | 452 |
| 2004-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $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 | $527,000 | 458 |
| 2004-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $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 | $362,000 | 449 |
| 2004-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $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 | $182,000 | 456 |
| 2003-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $225,000 | 653 |
| Number of Managed Accounts | $190,000 | 548 |
| Number of Non-Managed Accounts | $35,000 | 704 |
| Total fiduciary and related assets | $147,730,000 | 471 |
| Managed Assets ($) | $137,429,000 | 401 |
| Non-managed Assets ($) | $10,301,000 | 653 |
| Memoranda | ||
| Gross Fiduciary activities income | $606,000 | 498 |
| 2003-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $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 | $463,000 | 498 |
| 2003-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $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 | $295,000 | 514 |
| 2003-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $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 | $151,000 | 521 |
| 2002-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $197,000 | 717 |
| Number of Managed Accounts | $188,000 | 577 |
| Number of Non-Managed Accounts | $9,000 | 1,042 |
| Total fiduciary and related assets | $126,031,000 | 509 |
| Managed Assets ($) | $122,337,000 | 427 |
| Non-managed Assets ($) | $3,694,000 | 875 |
| Memoranda | ||
| Gross Fiduciary activities income | $610,000 | 507 |
| 2001-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 2 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $231,000 | 625 |
| Number of Managed Accounts | $196,000 | 533 |
| Number of Non-Managed Accounts | $35,000 | 694 |
| Total fiduciary and related assets | $223,410,000 | 377 |
| Managed Assets ($) | $133,427,000 | 397 |
| Non-managed Assets ($) | $89,983,000 | 256 |
| Memoranda | ||
| Gross Fiduciary activities income | $603,000 | 533 |
| 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 | $498,000 | 600 |
| 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 | $437,000 | 680 |
| 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 | $397,000 | 707 |
| 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 | $226,000 | 870 |
| 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 | $109,000 | 1,087 |
| 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 | $98,000 | 1,170 |
| 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 | $84,000 | 1,215 |
| 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 | $76,000 | 1,262 |
| 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 | $76,000 | 1,305 |