Home > Lake City Bank > Fiduciary and Related Services
Lake City Bank, Fiduciary and Related Services
| 2025-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 5 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,398,000 | 187 |
| Number of Managed Accounts | $1,144,000 | 185 |
| Number of Non-Managed Accounts | $254,000 | 122 |
| Total fiduciary and related assets | $2,216,315,000 | 181 |
| Managed Assets ($) | $1,812,127,000 | 161 |
| Non-managed Assets ($) | $404,188,000 | 169 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,866,000 | 199 |
| 2024-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 6 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,378,000 | 194 |
| Number of Managed Accounts | $1,123,000 | 189 |
| Number of Non-Managed Accounts | $255,000 | 144 |
| Total fiduciary and related assets | $2,282,510,000 | 179 |
| Managed Assets ($) | $1,821,450,000 | 162 |
| Non-managed Assets ($) | $461,060,000 | 159 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,469,000 | 203 |
| 2024-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 3 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,368,000 | 190 |
| Number of Managed Accounts | $1,112,000 | 186 |
| Number of Non-Managed Accounts | $256,000 | 118 |
| Total fiduciary and related assets | $2,297,344,000 | 174 |
| Managed Assets ($) | $1,828,434,000 | 162 |
| Non-managed Assets ($) | $468,910,000 | 155 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,769,000 | 205 |
| 2024-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 2 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,372,000 | 192 |
| Number of Managed Accounts | $1,119,000 | 187 |
| Number of Non-Managed Accounts | $253,000 | 129 |
| Total fiduciary and related assets | $2,187,274,000 | 183 |
| Managed Assets ($) | $1,744,572,000 | 162 |
| Non-managed Assets ($) | $442,702,000 | 162 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,052,000 | 206 |
| 2024-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 7 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,356,000 | 193 |
| Number of Managed Accounts | $1,097,000 | 192 |
| Number of Non-Managed Accounts | $259,000 | 118 |
| Total fiduciary and related assets | $2,170,406,000 | 184 |
| Managed Assets ($) | $1,726,152,000 | 162 |
| Non-managed Assets ($) | $444,254,000 | 158 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,455,000 | 193 |
| 2023-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 4 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,359,000 | 194 |
| Number of Managed Accounts | $1,102,000 | 190 |
| Number of Non-Managed Accounts | $257,000 | 139 |
| Total fiduciary and related assets | $2,046,266,000 | 180 |
| Managed Assets ($) | $1,624,170,000 | 160 |
| Non-managed Assets ($) | $422,096,000 | 162 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,080,000 | 187 |
| 2023-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 5 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,369,000 | 184 |
| Number of Managed Accounts | $1,114,000 | 178 |
| Number of Non-Managed Accounts | $255,000 | 116 |
| Total fiduciary and related assets | $1,915,537,000 | 178 |
| Managed Assets ($) | $1,522,849,000 | 162 |
| Non-managed Assets ($) | $392,688,000 | 155 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,769,000 | 189 |
| 2023-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 3 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,369,000 | 184 |
| Number of Managed Accounts | $1,108,000 | 180 |
| Number of Non-Managed Accounts | $261,000 | 126 |
| Total fiduciary and related assets | $1,982,828,000 | 174 |
| Managed Assets ($) | $1,527,945,000 | 160 |
| Non-managed Assets ($) | $454,883,000 | 149 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,471,000 | 184 |
| 2023-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,356,000 | 192 |
| Number of Managed Accounts | $1,101,000 | 187 |
| Number of Non-Managed Accounts | $255,000 | 124 |
| Total fiduciary and related assets | $1,952,726,000 | 182 |
| Managed Assets ($) | $1,508,634,000 | 164 |
| Non-managed Assets ($) | $444,092,000 | 157 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,200,000 | 190 |
| 2022-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,365,000 | 195 |
| Number of Managed Accounts | $1,119,000 | 190 |
| Number of Non-Managed Accounts | $246,000 | 146 |
| Total fiduciary and related assets | $1,877,737,000 | 184 |
| Managed Assets ($) | $1,448,436,000 | 165 |
| Non-managed Assets ($) | $429,301,000 | 158 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,636,000 | 195 |
| 2022-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,373,000 | 189 |
| Number of Managed Accounts | $1,119,000 | 187 |
| Number of Non-Managed Accounts | $254,000 | 126 |
| Total fiduciary and related assets | $1,762,435,000 | 184 |
| Managed Assets ($) | $1,343,500,000 | 169 |
| Non-managed Assets ($) | $418,935,000 | 156 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,550,000 | 193 |
| 2022-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,365,000 | 169 |
| Number of Managed Accounts | $1,107,000 | 173 |
| Number of Non-Managed Accounts | $258,000 | 114 |
| Total fiduciary and related assets | $1,820,897,000 | 150 |
| Managed Assets ($) | $1,389,224,000 | 142 |
| Non-managed Assets ($) | $431,673,000 | 130 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,491,000 | 162 |
| 2022-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,378,000 | 166 |
| Number of Managed Accounts | $1,113,000 | 170 |
| Number of Non-Managed Accounts | $265,000 | 112 |
| Total fiduciary and related assets | $2,045,423,000 | 151 |
| Managed Assets ($) | $1,554,310,000 | 142 |
| Non-managed Assets ($) | $491,113,000 | 125 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,287,000 | 160 |
| 2021-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,356,000 | 173 |
| Number of Managed Accounts | $1,095,000 | 177 |
| Number of Non-Managed Accounts | $261,000 | 126 |
| Total fiduciary and related assets | $2,113,478,000 | 153 |
| Managed Assets ($) | $1,600,618,000 | 143 |
| Non-managed Assets ($) | $512,860,000 | 127 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,750,000 | 167 |
| 2021-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,350,000 | 171 |
| Number of Managed Accounts | $1,087,000 | 174 |
| Number of Non-Managed Accounts | $263,000 | 112 |
| Total fiduciary and related assets | $2,072,028,000 | 153 |
| Managed Assets ($) | $1,536,693,000 | 145 |
| Non-managed Assets ($) | $535,335,000 | 125 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,433,000 | 168 |
| 2021-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,383,000 | 171 |
| Number of Managed Accounts | $1,084,000 | 173 |
| Number of Non-Managed Accounts | $299,000 | 108 |
| Total fiduciary and related assets | $1,986,667,000 | 156 |
| Managed Assets ($) | $1,479,217,000 | 150 |
| Non-managed Assets ($) | $507,450,000 | 130 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,256,000 | 167 |
| 2021-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,365,000 | 169 |
| Number of Managed Accounts | $1,058,000 | 177 |
| Number of Non-Managed Accounts | $307,000 | 104 |
| Total fiduciary and related assets | $1,941,796,000 | 154 |
| Managed Assets ($) | $1,474,277,000 | 144 |
| Non-managed Assets ($) | $467,519,000 | 131 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,178,000 | 165 |
| 2020-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,359,000 | 176 |
| Number of Managed Accounts | $1,049,000 | 180 |
| Number of Non-Managed Accounts | $310,000 | 118 |
| Total fiduciary and related assets | $1,824,003,000 | 159 |
| Managed Assets ($) | $1,395,134,000 | 149 |
| Non-managed Assets ($) | $428,869,000 | 132 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,468,000 | 174 |
| 2020-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,348,000 | 174 |
| Number of Managed Accounts | $1,036,000 | 178 |
| Number of Non-Managed Accounts | $312,000 | 105 |
| Total fiduciary and related assets | $1,717,211,000 | 154 |
| Managed Assets ($) | $1,301,166,000 | 144 |
| Non-managed Assets ($) | $416,045,000 | 128 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,595,000 | 171 |
| 2020-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,349,000 | 177 |
| Number of Managed Accounts | $1,027,000 | 186 |
| Number of Non-Managed Accounts | $322,000 | 109 |
| Total fiduciary and related assets | $1,655,486,000 | 155 |
| Managed Assets ($) | $1,255,435,000 | 148 |
| Non-managed Assets ($) | $400,051,000 | 135 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,664,000 | 172 |
| 2020-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,340,000 | 174 |
| Number of Managed Accounts | $1,018,000 | 180 |
| Number of Non-Managed Accounts | $322,000 | 105 |
| Total fiduciary and related assets | $1,520,414,000 | 153 |
| Managed Assets ($) | $1,157,783,000 | 147 |
| Non-managed Assets ($) | $362,631,000 | 132 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,858,000 | 173 |
| 2019-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,325,000 | 182 |
| Number of Managed Accounts | $1,003,000 | 188 |
| Number of Non-Managed Accounts | $322,000 | 122 |
| Total fiduciary and related assets | $1,692,014,000 | 155 |
| Managed Assets ($) | $1,262,825,000 | 153 |
| Non-managed Assets ($) | $429,189,000 | 133 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,835,000 | 180 |
| 2019-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,321,000 | 176 |
| Number of Managed Accounts | $999,000 | 184 |
| Number of Non-Managed Accounts | $322,000 | 106 |
| Total fiduciary and related assets | $1,644,423,000 | 155 |
| Managed Assets ($) | $1,202,440,000 | 153 |
| Non-managed Assets ($) | $441,983,000 | 131 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,002,000 | 180 |
| 2019-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,321,000 | 178 |
| Number of Managed Accounts | $993,000 | 185 |
| Number of Non-Managed Accounts | $328,000 | 106 |
| Total fiduciary and related assets | $1,654,536,000 | 153 |
| Managed Assets ($) | $1,221,631,000 | 150 |
| Non-managed Assets ($) | $432,905,000 | 132 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,266,000 | 181 |
| 2019-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,301,000 | 179 |
| Number of Managed Accounts | $972,000 | 189 |
| Number of Non-Managed Accounts | $329,000 | 105 |
| Total fiduciary and related assets | $1,602,068,000 | 156 |
| Managed Assets ($) | $1,166,565,000 | 152 |
| Non-managed Assets ($) | $435,503,000 | 132 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,620,000 | 186 |
| 2018-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,291,000 | 186 |
| Number of Managed Accounts | $968,000 | 187 |
| Number of Non-Managed Accounts | $323,000 | 123 |
| Total fiduciary and related assets | $1,519,322,000 | 155 |
| Managed Assets ($) | $1,115,710,000 | 149 |
| Non-managed Assets ($) | $403,612,000 | 138 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,344,000 | 190 |
| 2018-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,263,000 | 182 |
| Number of Managed Accounts | $958,000 | 186 |
| Number of Non-Managed Accounts | $305,000 | 112 |
| Total fiduciary and related assets | $1,550,347,000 | 157 |
| Managed Assets ($) | $1,121,572,000 | 152 |
| Non-managed Assets ($) | $428,775,000 | 138 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,675,000 | 192 |
| 2018-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,249,000 | 182 |
| Number of Managed Accounts | $949,000 | 190 |
| Number of Non-Managed Accounts | $300,000 | 114 |
| Total fiduciary and related assets | $1,498,534,000 | 160 |
| Managed Assets ($) | $1,078,413,000 | 152 |
| Non-managed Assets ($) | $420,121,000 | 140 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,049,000 | 192 |
| 2018-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,260,000 | 184 |
| Number of Managed Accounts | $953,000 | 188 |
| Number of Non-Managed Accounts | $307,000 | 113 |
| Total fiduciary and related assets | $1,469,571,000 | 161 |
| Managed Assets ($) | $1,047,655,000 | 154 |
| Non-managed Assets ($) | $421,916,000 | 139 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,505,000 | 196 |
| 2017-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,238,000 | 190 |
| Number of Managed Accounts | $935,000 | 194 |
| Number of Non-Managed Accounts | $303,000 | 128 |
| Total fiduciary and related assets | $1,398,655,000 | 167 |
| Managed Assets ($) | $1,013,797,000 | 159 |
| Non-managed Assets ($) | $384,858,000 | 139 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,481,000 | 198 |
| 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 | $1,243,000 | 184 |
| Number of Managed Accounts | $910,000 | 194 |
| Number of Non-Managed Accounts | $333,000 | 107 |
| Total fiduciary and related assets | $1,511,997,000 | 158 |
| Managed Assets ($) | $983,543,000 | 159 |
| Non-managed Assets ($) | $528,454,000 | 123 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,005,000 | 198 |
| 2017-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,233,000 | 184 |
| Number of Managed Accounts | $901,000 | 194 |
| Number of Non-Managed Accounts | $332,000 | 104 |
| Total fiduciary and related assets | $1,387,479,000 | 158 |
| Managed Assets ($) | $885,277,000 | 163 |
| Non-managed Assets ($) | $502,202,000 | 124 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,534,000 | 205 |
| 2017-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,175,000 | 188 |
| Number of Managed Accounts | $872,000 | 200 |
| Number of Non-Managed Accounts | $303,000 | 112 |
| Total fiduciary and related assets | $1,328,569,000 | 159 |
| Managed Assets ($) | $835,447,000 | 168 |
| Non-managed Assets ($) | $493,122,000 | 123 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,250,000 | 207 |
| 2016-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,184,000 | 185 |
| Number of Managed Accounts | $861,000 | 200 |
| Number of Non-Managed Accounts | $323,000 | 124 |
| Total fiduciary and related assets | $1,279,023,000 | 160 |
| Managed Assets ($) | $797,817,000 | 171 |
| Non-managed Assets ($) | $481,206,000 | 123 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,805,000 | 204 |
| 2016-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,167,000 | 186 |
| Number of Managed Accounts | $841,000 | 200 |
| Number of Non-Managed Accounts | $326,000 | 108 |
| Total fiduciary and related assets | $1,263,489,000 | 162 |
| Managed Assets ($) | $777,816,000 | 171 |
| Non-managed Assets ($) | $485,673,000 | 124 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,600,000 | 203 |
| 2016-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,167,000 | 190 |
| Number of Managed Accounts | $849,000 | 199 |
| Number of Non-Managed Accounts | $318,000 | 110 |
| Total fiduciary and related assets | $1,256,247,000 | 162 |
| Managed Assets ($) | $776,063,000 | 170 |
| Non-managed Assets ($) | $480,184,000 | 123 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,293,000 | 209 |
| 2016-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,160,000 | 188 |
| Number of Managed Accounts | $839,000 | 199 |
| Number of Non-Managed Accounts | $321,000 | 111 |
| Total fiduciary and related assets | $1,237,574,000 | 164 |
| Managed Assets ($) | $756,531,000 | 170 |
| Non-managed Assets ($) | $481,043,000 | 120 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,159,000 | 207 |
| 2015-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,161,000 | 195 |
| Number of Managed Accounts | $832,000 | 201 |
| Number of Non-Managed Accounts | $329,000 | 123 |
| Total fiduciary and related assets | $1,245,689,000 | 162 |
| Managed Assets ($) | $777,020,000 | 167 |
| Non-managed Assets ($) | $468,669,000 | 117 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,531,000 | 217 |
| 2015-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,136,000 | 193 |
| Number of Managed Accounts | $811,000 | 203 |
| Number of Non-Managed Accounts | $325,000 | 109 |
| Total fiduciary and related assets | $1,111,402,000 | 175 |
| Managed Assets ($) | $626,078,000 | 184 |
| Non-managed Assets ($) | $485,324,000 | 115 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,393,000 | 219 |
| 2015-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,141,000 | 190 |
| Number of Managed Accounts | $819,000 | 204 |
| Number of Non-Managed Accounts | $322,000 | 112 |
| Total fiduciary and related assets | $1,125,618,000 | 175 |
| Managed Assets ($) | $630,653,000 | 194 |
| Non-managed Assets ($) | $494,965,000 | 121 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,290,000 | 219 |
| 2015-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,130,000 | 190 |
| Number of Managed Accounts | $806,000 | 201 |
| Number of Non-Managed Accounts | $324,000 | 116 |
| Total fiduciary and related assets | $1,078,926,000 | 182 |
| Managed Assets ($) | $615,876,000 | 194 |
| Non-managed Assets ($) | $463,050,000 | 127 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,184,000 | 216 |
| 2014-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,122,000 | 196 |
| Number of Managed Accounts | $811,000 | 199 |
| Number of Non-Managed Accounts | $311,000 | 142 |
| Total fiduciary and related assets | $1,026,089,000 | 184 |
| Managed Assets ($) | $612,626,000 | 195 |
| Non-managed Assets ($) | $413,463,000 | 130 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,072,000 | 226 |
| 2014-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,071,000 | 201 |
| Number of Managed Accounts | $775,000 | 205 |
| Number of Non-Managed Accounts | $296,000 | 123 |
| Total fiduciary and related assets | $921,240,000 | 195 |
| Managed Assets ($) | $552,786,000 | 208 |
| Non-managed Assets ($) | $368,454,000 | 133 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,045,000 | 223 |
| 2014-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,076,000 | 199 |
| Number of Managed Accounts | $778,000 | 205 |
| Number of Non-Managed Accounts | $298,000 | 122 |
| Total fiduciary and related assets | $916,353,000 | 192 |
| Managed Assets ($) | $537,123,000 | 214 |
| Non-managed Assets ($) | $379,230,000 | 131 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,016,000 | 223 |
| 2014-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,057,000 | 204 |
| Number of Managed Accounts | $760,000 | 205 |
| Number of Non-Managed Accounts | $297,000 | 125 |
| Total fiduciary and related assets | $916,135,000 | 186 |
| Managed Assets ($) | $532,674,000 | 209 |
| Non-managed Assets ($) | $383,461,000 | 127 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,039,000 | 224 |
| 2013-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,051,000 | 214 |
| Number of Managed Accounts | $754,000 | 208 |
| Number of Non-Managed Accounts | $297,000 | 152 |
| Total fiduciary and related assets | $890,905,000 | 189 |
| Managed Assets ($) | $522,758,000 | 211 |
| Non-managed Assets ($) | $368,147,000 | 130 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,847,000 | 222 |
| 2013-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,057,000 | 197 |
| Number of Managed Accounts | $751,000 | 203 |
| Number of Non-Managed Accounts | $306,000 | 120 |
| Total fiduciary and related assets | $858,177,000 | 186 |
| Managed Assets ($) | $492,594,000 | 216 |
| Non-managed Assets ($) | $365,583,000 | 126 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,895,000 | 214 |
| 2013-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,048,000 | 193 |
| Number of Managed Accounts | $746,000 | 198 |
| Number of Non-Managed Accounts | $302,000 | 124 |
| Total fiduciary and related assets | $822,224,000 | 184 |
| Managed Assets ($) | $482,985,000 | 211 |
| Non-managed Assets ($) | $339,239,000 | 133 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,914,000 | 214 |
| 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 | $1,200,000 | 179 |
| Number of Managed Accounts | $837,000 | 180 |
| Number of Non-Managed Accounts | $363,000 | 113 |
| Total fiduciary and related assets | $977,845,000 | 167 |
| Managed Assets ($) | $486,330,000 | 211 |
| Non-managed Assets ($) | $491,515,000 | 111 |
| Memoranda | ||
| Gross Fiduciary activities income | $944,000 | 216 |
| 2012-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,252,000 | 178 |
| Number of Managed Accounts | $880,000 | 173 |
| Number of Non-Managed Accounts | $372,000 | 134 |
| Total fiduciary and related assets | $972,396,000 | 160 |
| Managed Assets ($) | $476,358,000 | 204 |
| Non-managed Assets ($) | $496,038,000 | 112 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,823,000 | 205 |
| 2012-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,237,000 | 169 |
| Number of Managed Accounts | $862,000 | 175 |
| Number of Non-Managed Accounts | $375,000 | 109 |
| Total fiduciary and related assets | $939,345,000 | 161 |
| Managed Assets ($) | $468,130,000 | 205 |
| Non-managed Assets ($) | $471,215,000 | 114 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,770,000 | 207 |
| 2012-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,234,000 | 166 |
| Number of Managed Accounts | $863,000 | 170 |
| Number of Non-Managed Accounts | $371,000 | 113 |
| Total fiduciary and related assets | $941,998,000 | 158 |
| Managed Assets ($) | $467,752,000 | 197 |
| Non-managed Assets ($) | $474,246,000 | 113 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,811,000 | 214 |
| 2012-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,219,000 | 167 |
| Number of Managed Accounts | $849,000 | 172 |
| Number of Non-Managed Accounts | $370,000 | 112 |
| Total fiduciary and related assets | $925,236,000 | 158 |
| Managed Assets ($) | $463,496,000 | 204 |
| Non-managed Assets ($) | $461,740,000 | 113 |
| Memoranda | ||
| Gross Fiduciary activities income | $914,000 | 212 |
| 2011-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,235,000 | 172 |
| Number of Managed Accounts | $867,000 | 169 |
| Number of Non-Managed Accounts | $368,000 | 142 |
| Total fiduciary and related assets | $913,047,000 | 157 |
| Managed Assets ($) | $453,640,000 | 202 |
| Non-managed Assets ($) | $459,407,000 | 108 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,462,000 | 181 |
| 2011-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,227,000 | 166 |
| Number of Managed Accounts | $861,000 | 166 |
| Number of Non-Managed Accounts | $366,000 | 113 |
| Total fiduciary and related assets | $860,843,000 | 161 |
| Managed Assets ($) | $416,312,000 | 208 |
| Non-managed Assets ($) | $444,531,000 | 107 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,614,000 | 180 |
| 2011-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,148,000 | 178 |
| Number of Managed Accounts | $856,000 | 167 |
| Number of Non-Managed Accounts | $292,000 | 127 |
| Total fiduciary and related assets | $907,309,000 | 161 |
| Managed Assets ($) | $441,193,000 | 204 |
| Non-managed Assets ($) | $466,116,000 | 111 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,747,000 | 184 |
| 2011-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,145,000 | 178 |
| Number of Managed Accounts | $852,000 | 165 |
| Number of Non-Managed Accounts | $293,000 | 127 |
| Total fiduciary and related assets | $868,349,000 | 166 |
| Managed Assets ($) | $420,127,000 | 216 |
| Non-managed Assets ($) | $448,222,000 | 112 |
| Memoranda | ||
| Gross Fiduciary activities income | $818,000 | 197 |
| 2010-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,173,000 | 186 |
| Number of Managed Accounts | $883,000 | 167 |
| Number of Non-Managed Accounts | $290,000 | 168 |
| Total fiduciary and related assets | $838,962,000 | 170 |
| Managed Assets ($) | $418,126,000 | 206 |
| Non-managed Assets ($) | $420,836,000 | 114 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,247,000 | 191 |
| 2010-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,134,000 | 177 |
| Number of Managed Accounts | $849,000 | 165 |
| Number of Non-Managed Accounts | $285,000 | 131 |
| Total fiduciary and related assets | $782,842,000 | 178 |
| Managed Assets ($) | $370,470,000 | 222 |
| Non-managed Assets ($) | $412,372,000 | 116 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,409,000 | 190 |
| 2010-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,162,000 | 173 |
| Number of Managed Accounts | $884,000 | 159 |
| Number of Non-Managed Accounts | $278,000 | 135 |
| Total fiduciary and related assets | $822,883,000 | 163 |
| Managed Assets ($) | $369,706,000 | 215 |
| Non-managed Assets ($) | $453,177,000 | 109 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,625,000 | 192 |
| 2010-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,126,000 | 179 |
| Number of Managed Accounts | $857,000 | 162 |
| Number of Non-Managed Accounts | $269,000 | 145 |
| Total fiduciary and related assets | $864,950,000 | 165 |
| Managed Assets ($) | $388,566,000 | 213 |
| Non-managed Assets ($) | $476,384,000 | 112 |
| Memoranda | ||
| Gross Fiduciary activities income | $792,000 | 199 |
| 2009-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,156,000 | 190 |
| Number of Managed Accounts | $869,000 | 171 |
| Number of Non-Managed Accounts | $287,000 | 184 |
| Total fiduciary and related assets | $913,721,000 | 160 |
| Managed Assets ($) | $417,655,000 | 202 |
| Non-managed Assets ($) | $496,066,000 | 111 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,980,000 | 199 |
| 2009-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,142,000 | 180 |
| Number of Managed Accounts | $870,000 | 169 |
| Number of Non-Managed Accounts | $272,000 | 138 |
| Total fiduciary and related assets | $888,443,000 | 165 |
| Managed Assets ($) | $383,946,000 | 217 |
| Non-managed Assets ($) | $504,497,000 | 116 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,213,000 | 199 |
| 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 | $1,122,000 | 186 |
| Number of Managed Accounts | $860,000 | 173 |
| Number of Non-Managed Accounts | $262,000 | 146 |
| Total fiduciary and related assets | $880,262,000 | 164 |
| Managed Assets ($) | $378,956,000 | 210 |
| Non-managed Assets ($) | $501,306,000 | 111 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,466,000 | 202 |
| 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 | $1,113,000 | 185 |
| Number of Managed Accounts | $851,000 | 174 |
| Number of Non-Managed Accounts | $262,000 | 144 |
| Total fiduciary and related assets | $818,320,000 | 168 |
| Managed Assets ($) | $380,213,000 | 205 |
| Non-managed Assets ($) | $438,107,000 | 115 |
| Memoranda | ||
| Gross Fiduciary activities income | $739,000 | 197 |
| 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 | $1,127,000 | 205 |
| Number of Managed Accounts | $854,000 | 181 |
| Number of Non-Managed Accounts | $273,000 | 193 |
| Total fiduciary and related assets | $872,444,000 | 168 |
| Managed Assets ($) | $438,227,000 | 186 |
| Non-managed Assets ($) | $434,217,000 | 122 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,278,000 | 198 |
| 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 | $1,136,000 | 192 |
| Number of Managed Accounts | $862,000 | 173 |
| Number of Non-Managed Accounts | $274,000 | 146 |
| Total fiduciary and related assets | $944,682,000 | 171 |
| Managed Assets ($) | $444,196,000 | 199 |
| Non-managed Assets ($) | $500,486,000 | 122 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,541,000 | 199 |
| 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 | $1,162,000 | 186 |
| Number of Managed Accounts | $863,000 | 177 |
| Number of Non-Managed Accounts | $299,000 | 143 |
| Total fiduciary and related assets | $975,470,000 | 178 |
| Managed Assets ($) | $462,565,000 | 203 |
| Non-managed Assets ($) | $512,905,000 | 123 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,672,000 | 205 |
| 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 | $1,107,000 | 198 |
| Number of Managed Accounts | $816,000 | 188 |
| Number of Non-Managed Accounts | $291,000 | 145 |
| Total fiduciary and related assets | $908,760,000 | 185 |
| Managed Assets ($) | $421,124,000 | 221 |
| Non-managed Assets ($) | $487,636,000 | 131 |
| Memoranda | ||
| Gross Fiduciary activities income | $809,000 | 211 |
| 2007-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,136,000 | 201 |
| Number of Managed Accounts | $823,000 | 189 |
| Number of Non-Managed Accounts | $313,000 | 182 |
| Total fiduciary and related assets | $897,726,000 | 187 |
| Managed Assets ($) | $396,659,000 | 227 |
| Non-managed Assets ($) | $501,067,000 | 129 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,142,000 | 212 |
| 2007-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,134,000 | 184 |
| Number of Managed Accounts | $817,000 | 184 |
| Number of Non-Managed Accounts | $317,000 | 132 |
| Total fiduciary and related assets | $921,489,000 | 184 |
| Managed Assets ($) | $421,092,000 | 222 |
| Non-managed Assets ($) | $500,397,000 | 126 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,306,000 | 213 |
| 2007-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,150,000 | 184 |
| Number of Managed Accounts | $818,000 | 188 |
| Number of Non-Managed Accounts | $332,000 | 135 |
| Total fiduciary and related assets | $891,523,000 | 195 |
| Managed Assets ($) | $376,594,000 | 242 |
| Non-managed Assets ($) | $514,929,000 | 136 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,545,000 | 218 |
| 2007-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,144,000 | 182 |
| Number of Managed Accounts | $806,000 | 185 |
| Number of Non-Managed Accounts | $338,000 | 129 |
| Total fiduciary and related assets | $1,006,485,000 | 185 |
| Managed Assets ($) | $376,288,000 | 231 |
| Non-managed Assets ($) | $630,197,000 | 126 |
| Memoranda | ||
| Gross Fiduciary activities income | $689,000 | 234 |
| 2006-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,125,000 | 201 |
| Number of Managed Accounts | $796,000 | 194 |
| Number of Non-Managed Accounts | $329,000 | 169 |
| Total fiduciary and related assets | $953,321,000 | 187 |
| Managed Assets ($) | $374,236,000 | 233 |
| Non-managed Assets ($) | $579,085,000 | 128 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,550,000 | 224 |
| 2006-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,104,000 | 191 |
| Number of Managed Accounts | $788,000 | 194 |
| Number of Non-Managed Accounts | $316,000 | 139 |
| Total fiduciary and related assets | $895,115,000 | 195 |
| Managed Assets ($) | $350,016,000 | 247 |
| Non-managed Assets ($) | $545,099,000 | 130 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,891,000 | 234 |
| 2006-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,074,000 | 199 |
| Number of Managed Accounts | $773,000 | 202 |
| Number of Non-Managed Accounts | $301,000 | 150 |
| Total fiduciary and related assets | $882,522,000 | 202 |
| Managed Assets ($) | $365,397,000 | 241 |
| Non-managed Assets ($) | $517,125,000 | 136 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,283,000 | 242 |
| 2006-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,069,000 | 196 |
| Number of Managed Accounts | $770,000 | 202 |
| Number of Non-Managed Accounts | $299,000 | 151 |
| Total fiduciary and related assets | $859,134,000 | 206 |
| Managed Assets ($) | $322,992,000 | 252 |
| Non-managed Assets ($) | $536,142,000 | 135 |
| Memoranda | ||
| Gross Fiduciary activities income | $568,000 | 255 |
| 2005-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,011,000 | 222 |
| Number of Managed Accounts | $732,000 | 215 |
| Number of Non-Managed Accounts | $279,000 | 200 |
| Total fiduciary and related assets | $818,773,000 | 210 |
| Managed Assets ($) | $282,703,000 | 279 |
| Non-managed Assets ($) | $536,070,000 | 134 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,368,000 | 241 |
| 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 | $974,000 | 204 |
| Number of Managed Accounts | $710,000 | 208 |
| Number of Non-Managed Accounts | $264,000 | 157 |
| Total fiduciary and related assets | $739,634,000 | 216 |
| Managed Assets ($) | $270,131,000 | 278 |
| Non-managed Assets ($) | $469,503,000 | 142 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,751,000 | 237 |
| 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 | $983,000 | 205 |
| Number of Managed Accounts | $679,000 | 214 |
| Number of Non-Managed Accounts | $304,000 | 145 |
| Total fiduciary and related assets | $723,614,000 | 218 |
| Managed Assets ($) | $267,283,000 | 276 |
| Non-managed Assets ($) | $456,331,000 | 138 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,180,000 | 237 |
| 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 | $980,000 | 204 |
| Number of Managed Accounts | $677,000 | 212 |
| Number of Non-Managed Accounts | $303,000 | 150 |
| Total fiduciary and related assets | $721,437,000 | 220 |
| Managed Assets ($) | $261,575,000 | 280 |
| Non-managed Assets ($) | $459,862,000 | 141 |
| Memoranda | ||
| Gross Fiduciary activities income | $597,000 | 239 |
| 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 | $993,000 | 217 |
| Number of Managed Accounts | $685,000 | 219 |
| Number of Non-Managed Accounts | $308,000 | 189 |
| Total fiduciary and related assets | $780,813,000 | 212 |
| Managed Assets ($) | $286,388,000 | 267 |
| Non-managed Assets ($) | $494,425,000 | 141 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,284,000 | 237 |
| 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 | $988,000 | 204 |
| Number of Managed Accounts | $678,000 | 211 |
| Number of Non-Managed Accounts | $310,000 | 148 |
| Total fiduciary and related assets | $737,558,000 | 212 |
| Managed Assets ($) | $276,534,000 | 263 |
| Non-managed Assets ($) | $461,024,000 | 146 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,759,000 | 234 |
| 2004-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,007,000 | 205 |
| Number of Managed Accounts | $692,000 | 202 |
| Number of Non-Managed Accounts | $315,000 | 147 |
| Total fiduciary and related assets | $765,497,000 | 205 |
| Managed Assets ($) | $287,312,000 | 254 |
| Non-managed Assets ($) | $478,185,000 | 144 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,113,000 | 250 |
| 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 | $989,000 | 207 |
| Number of Managed Accounts | $703,000 | 201 |
| Number of Non-Managed Accounts | $286,000 | 154 |
| Total fiduciary and related assets | $728,969,000 | 211 |
| Managed Assets ($) | $277,482,000 | 261 |
| Non-managed Assets ($) | $451,487,000 | 144 |
| Memoranda | ||
| Gross Fiduciary activities income | $587,000 | 241 |
| 2003-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,017,000 | 230 |
| Number of Managed Accounts | $708,000 | 217 |
| Number of Non-Managed Accounts | $309,000 | 207 |
| Total fiduciary and related assets | $721,157,000 | 217 |
| Managed Assets ($) | $271,454,000 | 267 |
| Non-managed Assets ($) | $449,703,000 | 150 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,679,000 | 294 |
| 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 | $701,000 | 279 |
| Number of Managed Accounts | $466,000 | 281 |
| Number of Non-Managed Accounts | $235,000 | 191 |
| Total fiduciary and related assets | $621,300,000 | 237 |
| Managed Assets ($) | $195,610,000 | 316 |
| Non-managed Assets ($) | $425,690,000 | 156 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,271,000 | 302 |
| 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 | $776,000 | 272 |
| Number of Managed Accounts | $480,000 | 279 |
| Number of Non-Managed Accounts | $296,000 | 176 |
| Total fiduciary and related assets | $613,093,000 | 242 |
| Managed Assets ($) | $195,774,000 | 319 |
| Non-managed Assets ($) | $417,319,000 | 158 |
| Memoranda | ||
| Gross Fiduciary activities income | $826,000 | 311 |
| 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 | $751,000 | 277 |
| Number of Managed Accounts | $472,000 | 285 |
| Number of Non-Managed Accounts | $279,000 | 181 |
| Total fiduciary and related assets | $580,152,000 | 247 |
| Managed Assets ($) | $194,945,000 | 322 |
| Non-managed Assets ($) | $385,207,000 | 163 |
| Memoranda | ||
| Gross Fiduciary activities income | $436,000 | 306 |
| 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 | $753,000 | 309 |
| Number of Managed Accounts | $460,000 | 332 |
| Number of Non-Managed Accounts | $293,000 | 233 |
| Total fiduciary and related assets | $583,829,000 | 245 |
| Managed Assets ($) | $188,234,000 | 344 |
| Non-managed Assets ($) | $395,595,000 | 165 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,756,000 | 304 |
| 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 | $808,000 | 277 |
| Number of Managed Accounts | $497,000 | 287 |
| Number of Non-Managed Accounts | $311,000 | 213 |
| Total fiduciary and related assets | $790,934,000 | 195 |
| Managed Assets ($) | $188,587,000 | 338 |
| Non-managed Assets ($) | $602,347,000 | 134 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,566,000 | 328 |
| 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 | $1,449,000 | 349 |
| 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 | $1,148,000 | 434 |
| 1998-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,205,000 | 415 |
| 1997-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,188,000 | 425 |
| 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 | $881,000 | 543 |
| 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 | $709,000 | 635 |
| 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 | $609,000 | 679 |
| 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 | $524,000 | 747 |
| 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 | $420,000 | 824 |