Home > MassMutual Private Wealth & Trust, FSB > Fiduciary and Related Services
MassMutual Private Wealth & Trust, FSB, 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 | $5,850,000 | 62 |
| Number of Managed Accounts | $5,642,000 | 46 |
| Number of Non-Managed Accounts | $208,000 | 133 |
| Total fiduciary and related assets | $5,527,772,000 | 115 |
| Managed Assets ($) | $5,496,578,000 | 76 |
| Non-managed Assets ($) | $31,194,000 | 300 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,225,000 | 78 |
| 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 | $5,779,000 | 64 |
| Number of Managed Accounts | $5,568,000 | 44 |
| Number of Non-Managed Accounts | $211,000 | 162 |
| Total fiduciary and related assets | $5,543,884,000 | 112 |
| Managed Assets ($) | $5,512,058,000 | 78 |
| Non-managed Assets ($) | $31,826,000 | 413 |
| Memoranda | ||
| Gross Fiduciary activities income | $54,108,000 | 73 |
| 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 | $5,629,000 | 65 |
| Number of Managed Accounts | $5,418,000 | 45 |
| Number of Non-Managed Accounts | $211,000 | 132 |
| Total fiduciary and related assets | $5,496,451,000 | 113 |
| Managed Assets ($) | $5,462,404,000 | 78 |
| Non-managed Assets ($) | $34,047,000 | 298 |
| Memoranda | ||
| Gross Fiduciary activities income | $39,851,000 | 77 |
| 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 | $5,408,000 | 68 |
| Number of Managed Accounts | $5,199,000 | 49 |
| Number of Non-Managed Accounts | $209,000 | 145 |
| Total fiduciary and related assets | $5,052,353,000 | 112 |
| Managed Assets ($) | $5,020,271,000 | 82 |
| Non-managed Assets ($) | $32,082,000 | 348 |
| Memoranda | ||
| Gross Fiduciary activities income | $25,711,000 | 78 |
| 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 | $5,330,000 | 67 |
| Number of Managed Accounts | $5,128,000 | 50 |
| Number of Non-Managed Accounts | $202,000 | 137 |
| Total fiduciary and related assets | $4,925,011,000 | 115 |
| Managed Assets ($) | $4,893,628,000 | 83 |
| Non-managed Assets ($) | $31,383,000 | 300 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,614,000 | 71 |
| 2023-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 4 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $5,263,000 | 64 |
| Number of Managed Accounts | $5,067,000 | 49 |
| Number of Non-Managed Accounts | $196,000 | 167 |
| Total fiduciary and related assets | $4,780,602,000 | 112 |
| Managed Assets ($) | $4,750,964,000 | 79 |
| Non-managed Assets ($) | $29,638,000 | 409 |
| Memoranda | ||
| Gross Fiduciary activities income | $47,049,000 | 68 |
| 2023-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 5 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $5,181,000 | 66 |
| Number of Managed Accounts | $4,990,000 | 51 |
| Number of Non-Managed Accounts | $191,000 | 138 |
| Total fiduciary and related assets | $4,457,796,000 | 115 |
| Managed Assets ($) | $4,429,938,000 | 84 |
| Non-managed Assets ($) | $27,858,000 | 294 |
| Memoranda | ||
| Gross Fiduciary activities income | $34,925,000 | 70 |
| 2023-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 3 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $5,093,000 | 67 |
| Number of Managed Accounts | $4,904,000 | 51 |
| Number of Non-Managed Accounts | $189,000 | 157 |
| Total fiduciary and related assets | $4,543,357,000 | 110 |
| Managed Assets ($) | $4,515,551,000 | 79 |
| Non-managed Assets ($) | $27,806,000 | 346 |
| Memoranda | ||
| Gross Fiduciary activities income | $22,882,000 | 66 |
| 2023-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $5,002,000 | 71 |
| Number of Managed Accounts | $4,812,000 | 53 |
| Number of Non-Managed Accounts | $190,000 | 147 |
| Total fiduciary and related assets | $4,319,544,000 | 119 |
| Managed Assets ($) | $4,293,055,000 | 86 |
| Non-managed Assets ($) | $26,489,000 | 304 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,287,000 | 71 |
| 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 | $208,000 | 552 |
| Number of Managed Accounts | $18,000 | 785 |
| Number of Non-Managed Accounts | $190,000 | 179 |
| Total fiduciary and related assets | $4,053,838,000 | 122 |
| Managed Assets ($) | $4,027,467,000 | 88 |
| Non-managed Assets ($) | $26,371,000 | 431 |
| Memoranda | ||
| Gross Fiduciary activities income | $43,776,000 | 72 |
| 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 | $4,751,000 | 72 |
| Number of Managed Accounts | $4,561,000 | 55 |
| Number of Non-Managed Accounts | $190,000 | 147 |
| Total fiduciary and related assets | $3,746,433,000 | 129 |
| Managed Assets ($) | $3,720,670,000 | 88 |
| Non-managed Assets ($) | $25,763,000 | 316 |
| Memoranda | ||
| Gross Fiduciary activities income | $32,863,000 | 74 |
| 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 | $4,651,000 | 62 |
| Number of Managed Accounts | $4,461,000 | 50 |
| Number of Non-Managed Accounts | $190,000 | 137 |
| Total fiduciary and related assets | $3,909,937,000 | 103 |
| Managed Assets ($) | $3,883,803,000 | 74 |
| Non-managed Assets ($) | $26,134,000 | 325 |
| Memoranda | ||
| Gross Fiduciary activities income | $22,162,000 | 60 |
| 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 | $4,482,000 | 64 |
| Number of Managed Accounts | $4,292,000 | 52 |
| Number of Non-Managed Accounts | $190,000 | 132 |
| Total fiduciary and related assets | $4,246,595,000 | 102 |
| Managed Assets ($) | $4,217,029,000 | 74 |
| Non-managed Assets ($) | $29,566,000 | 275 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,382,000 | 59 |
| 2021-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $4,369,000 | 66 |
| Number of Managed Accounts | $4,179,000 | 51 |
| Number of Non-Managed Accounts | $190,000 | 158 |
| Total fiduciary and related assets | $4,340,899,000 | 104 |
| Managed Assets ($) | $4,311,013,000 | 71 |
| Non-managed Assets ($) | $29,886,000 | 395 |
| Memoranda | ||
| Gross Fiduciary activities income | $42,711,000 | 58 |
| 2021-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $4,165,000 | 70 |
| Number of Managed Accounts | $3,977,000 | 55 |
| Number of Non-Managed Accounts | $188,000 | 132 |
| Total fiduciary and related assets | $3,956,507,000 | 110 |
| Managed Assets ($) | $3,927,681,000 | 77 |
| Non-managed Assets ($) | $28,826,000 | 268 |
| Memoranda | ||
| Gross Fiduciary activities income | $31,263,000 | 59 |
| 2021-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $4,030,000 | 70 |
| Number of Managed Accounts | $3,841,000 | 58 |
| Number of Non-Managed Accounts | $189,000 | 136 |
| Total fiduciary and related assets | $3,852,607,000 | 113 |
| Managed Assets ($) | $3,823,652,000 | 78 |
| Non-managed Assets ($) | $28,955,000 | 316 |
| Memoranda | ||
| Gross Fiduciary activities income | $20,080,000 | 62 |
| 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 | $3,874,000 | 72 |
| Number of Managed Accounts | $3,689,000 | 60 |
| Number of Non-Managed Accounts | $185,000 | 136 |
| Total fiduciary and related assets | $3,544,346,000 | 114 |
| Managed Assets ($) | $3,516,091,000 | 81 |
| Non-managed Assets ($) | $28,255,000 | 270 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,597,000 | 62 |
| 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 | $3,735,000 | 75 |
| Number of Managed Accounts | $3,548,000 | 64 |
| Number of Non-Managed Accounts | $187,000 | 164 |
| Total fiduciary and related assets | $3,430,589,000 | 114 |
| Managed Assets ($) | $3,402,931,000 | 85 |
| Non-managed Assets ($) | $27,658,000 | 398 |
| Memoranda | ||
| Gross Fiduciary activities income | $33,579,000 | 66 |
| 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 | $3,464,000 | 77 |
| Number of Managed Accounts | $3,281,000 | 67 |
| Number of Non-Managed Accounts | $183,000 | 134 |
| Total fiduciary and related assets | $3,034,293,000 | 114 |
| Managed Assets ($) | $3,008,501,000 | 86 |
| Non-managed Assets ($) | $25,792,000 | 277 |
| Memoranda | ||
| Gross Fiduciary activities income | $24,568,000 | 66 |
| 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 | $3,462,000 | 76 |
| Number of Managed Accounts | $3,279,000 | 66 |
| Number of Non-Managed Accounts | $183,000 | 142 |
| Total fiduciary and related assets | $2,839,664,000 | 114 |
| Managed Assets ($) | $2,815,007,000 | 87 |
| Non-managed Assets ($) | $24,657,000 | 318 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,736,000 | 66 |
| 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 | $3,363,000 | 75 |
| Number of Managed Accounts | $3,185,000 | 66 |
| Number of Non-Managed Accounts | $178,000 | 142 |
| Total fiduciary and related assets | $2,467,158,000 | 117 |
| Managed Assets ($) | $2,444,346,000 | 91 |
| Non-managed Assets ($) | $22,812,000 | 278 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,671,000 | 69 |
| 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 | $3,268,000 | 80 |
| Number of Managed Accounts | $3,091,000 | 69 |
| Number of Non-Managed Accounts | $177,000 | 182 |
| Total fiduciary and related assets | $2,841,768,000 | 115 |
| Managed Assets ($) | $2,817,905,000 | 92 |
| Non-managed Assets ($) | $23,863,000 | 413 |
| Memoranda | ||
| Gross Fiduciary activities income | $31,072,000 | 66 |
| 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 | $3,294,000 | 80 |
| Number of Managed Accounts | $3,111,000 | 69 |
| Number of Non-Managed Accounts | $183,000 | 140 |
| Total fiduciary and related assets | $2,664,537,000 | 117 |
| Managed Assets ($) | $2,641,700,000 | 93 |
| Non-managed Assets ($) | $22,837,000 | 281 |
| Memoranda | ||
| Gross Fiduciary activities income | $22,998,000 | 66 |
| 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 | $3,212,000 | 82 |
| Number of Managed Accounts | $3,031,000 | 73 |
| Number of Non-Managed Accounts | $181,000 | 146 |
| Total fiduciary and related assets | $2,630,267,000 | 117 |
| Managed Assets ($) | $2,607,835,000 | 93 |
| Non-managed Assets ($) | $22,432,000 | 309 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,277,000 | 67 |
| 2019-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,157,000 | 84 |
| Number of Managed Accounts | $2,976,000 | 73 |
| Number of Non-Managed Accounts | $181,000 | 152 |
| Total fiduciary and related assets | $2,527,583,000 | 120 |
| Managed Assets ($) | $2,505,673,000 | 94 |
| Non-managed Assets ($) | $21,910,000 | 317 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,479,000 | 68 |
| 2018-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,088,000 | 88 |
| Number of Managed Accounts | $2,908,000 | 73 |
| Number of Non-Managed Accounts | $180,000 | 182 |
| Total fiduciary and related assets | $2,342,635,000 | 119 |
| Managed Assets ($) | $2,321,792,000 | 93 |
| Non-managed Assets ($) | $20,843,000 | 432 |
| Memoranda | ||
| Gross Fiduciary activities income | $29,684,000 | 65 |
| 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 | $2,999,000 | 88 |
| Number of Managed Accounts | $2,821,000 | 73 |
| Number of Non-Managed Accounts | $178,000 | 151 |
| Total fiduciary and related assets | $2,557,946,000 | 116 |
| Managed Assets ($) | $2,535,995,000 | 90 |
| Non-managed Assets ($) | $21,951,000 | 320 |
| Memoranda | ||
| Gross Fiduciary activities income | $22,101,000 | 66 |
| 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 | $2,940,000 | 88 |
| Number of Managed Accounts | $2,766,000 | 71 |
| Number of Non-Managed Accounts | $174,000 | 154 |
| Total fiduciary and related assets | $2,441,431,000 | 117 |
| Managed Assets ($) | $2,420,116,000 | 92 |
| Non-managed Assets ($) | $21,315,000 | 320 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,417,000 | 68 |
| 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 | $2,842,000 | 90 |
| Number of Managed Accounts | $2,672,000 | 73 |
| Number of Non-Managed Accounts | $170,000 | 162 |
| Total fiduciary and related assets | $2,358,960,000 | 120 |
| Managed Assets ($) | $2,336,550,000 | 94 |
| Non-managed Assets ($) | $22,410,000 | 321 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,046,000 | 69 |
| 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 | $2,762,000 | 93 |
| Number of Managed Accounts | $2,594,000 | 77 |
| Number of Non-Managed Accounts | $168,000 | 202 |
| Total fiduciary and related assets | $2,344,676,000 | 120 |
| Managed Assets ($) | $2,322,953,000 | 91 |
| Non-managed Assets ($) | $21,723,000 | 441 |
| Memoranda | ||
| Gross Fiduciary activities income | $27,782,000 | 66 |
| 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 | $2,724,000 | 92 |
| Number of Managed Accounts | $2,557,000 | 77 |
| Number of Non-Managed Accounts | $167,000 | 160 |
| Total fiduciary and related assets | $2,225,371,000 | 123 |
| Managed Assets ($) | $2,204,008,000 | 96 |
| Non-managed Assets ($) | $21,363,000 | 317 |
| Memoranda | ||
| Gross Fiduciary activities income | $20,254,000 | 65 |
| 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 | $2,643,000 | 92 |
| Number of Managed Accounts | $2,478,000 | 78 |
| Number of Non-Managed Accounts | $165,000 | 163 |
| Total fiduciary and related assets | $2,117,203,000 | 121 |
| Managed Assets ($) | $2,096,698,000 | 97 |
| Non-managed Assets ($) | $20,505,000 | 317 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,312,000 | 65 |
| 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 | $2,626,000 | 92 |
| Number of Managed Accounts | $2,462,000 | 77 |
| Number of Non-Managed Accounts | $164,000 | 159 |
| Total fiduciary and related assets | $2,083,348,000 | 123 |
| Managed Assets ($) | $2,063,032,000 | 96 |
| Non-managed Assets ($) | $20,316,000 | 318 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,553,000 | 66 |
| 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 | $2,503,000 | 100 |
| Number of Managed Accounts | $2,342,000 | 79 |
| Number of Non-Managed Accounts | $161,000 | 208 |
| Total fiduciary and related assets | $1,916,340,000 | 127 |
| Managed Assets ($) | $1,896,814,000 | 101 |
| Non-managed Assets ($) | $19,526,000 | 460 |
| Memoranda | ||
| Gross Fiduciary activities income | $22,784,000 | 72 |
| 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 | $2,353,000 | 99 |
| Number of Managed Accounts | $2,197,000 | 83 |
| Number of Non-Managed Accounts | $156,000 | 164 |
| Total fiduciary and related assets | $1,799,764,000 | 131 |
| Managed Assets ($) | $1,781,159,000 | 103 |
| Non-managed Assets ($) | $18,605,000 | 326 |
| Memoranda | ||
| Gross Fiduciary activities income | $16,706,000 | 73 |
| 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 | $2,312,000 | 101 |
| Number of Managed Accounts | $2,156,000 | 88 |
| Number of Non-Managed Accounts | $156,000 | 168 |
| Total fiduciary and related assets | $1,726,858,000 | 131 |
| Managed Assets ($) | $1,708,686,000 | 104 |
| Non-managed Assets ($) | $18,172,000 | 328 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,822,000 | 77 |
| 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 | $2,246,000 | 105 |
| Number of Managed Accounts | $2,092,000 | 92 |
| Number of Non-Managed Accounts | $154,000 | 169 |
| Total fiduciary and related assets | $1,581,793,000 | 138 |
| Managed Assets ($) | $1,563,393,000 | 111 |
| Non-managed Assets ($) | $18,400,000 | 327 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,209,000 | 79 |
| 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 | $2,161,000 | 109 |
| Number of Managed Accounts | $2,013,000 | 93 |
| Number of Non-Managed Accounts | $148,000 | 232 |
| Total fiduciary and related assets | $1,508,019,000 | 139 |
| Managed Assets ($) | $1,490,758,000 | 112 |
| Non-managed Assets ($) | $17,261,000 | 490 |
| Memoranda | ||
| Gross Fiduciary activities income | $19,020,000 | 85 |
| 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 | $2,093,000 | 114 |
| Number of Managed Accounts | $1,941,000 | 94 |
| Number of Non-Managed Accounts | $152,000 | 172 |
| Total fiduciary and related assets | $1,422,207,000 | 144 |
| Managed Assets ($) | $1,406,187,000 | 115 |
| Non-managed Assets ($) | $16,020,000 | 333 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,007,000 | 84 |
| 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 | $1,991,000 | 119 |
| Number of Managed Accounts | $1,842,000 | 101 |
| Number of Non-Managed Accounts | $149,000 | 172 |
| Total fiduciary and related assets | $1,416,514,000 | 150 |
| Managed Assets ($) | $1,400,860,000 | 118 |
| Non-managed Assets ($) | $15,654,000 | 339 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,230,000 | 86 |
| 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 | $1,917,000 | 123 |
| Number of Managed Accounts | $1,768,000 | 104 |
| Number of Non-Managed Accounts | $149,000 | 175 |
| Total fiduciary and related assets | $1,382,504,000 | 152 |
| Managed Assets ($) | $1,366,932,000 | 116 |
| Non-managed Assets ($) | $15,572,000 | 340 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,536,000 | 86 |
| 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 | $1,856,000 | 127 |
| Number of Managed Accounts | $1,712,000 | 106 |
| Number of Non-Managed Accounts | $144,000 | 242 |
| Total fiduciary and related assets | $1,306,266,000 | 154 |
| Managed Assets ($) | $1,291,109,000 | 118 |
| Non-managed Assets ($) | $15,157,000 | 533 |
| Memoranda | ||
| Gross Fiduciary activities income | $16,017,000 | 91 |
| 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 | $1,775,000 | 125 |
| Number of Managed Accounts | $1,634,000 | 106 |
| Number of Non-Managed Accounts | $141,000 | 173 |
| Total fiduciary and related assets | $1,229,852,000 | 160 |
| Managed Assets ($) | $1,215,118,000 | 121 |
| Non-managed Assets ($) | $14,734,000 | 338 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,701,000 | 92 |
| 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 | $1,678,000 | 133 |
| Number of Managed Accounts | $1,536,000 | 110 |
| Number of Non-Managed Accounts | $142,000 | 170 |
| Total fiduciary and related assets | $1,181,434,000 | 162 |
| Managed Assets ($) | $1,167,061,000 | 124 |
| Non-managed Assets ($) | $14,373,000 | 339 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,579,000 | 95 |
| 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 | $1,598,000 | 140 |
| Number of Managed Accounts | $1,464,000 | 116 |
| Number of Non-Managed Accounts | $134,000 | 176 |
| Total fiduciary and related assets | $1,127,556,000 | 163 |
| Managed Assets ($) | $1,114,031,000 | 125 |
| Non-managed Assets ($) | $13,525,000 | 342 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,633,000 | 97 |
| 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 | $1,483,000 | 155 |
| Number of Managed Accounts | $1,360,000 | 126 |
| Number of Non-Managed Accounts | $123,000 | 268 |
| Total fiduciary and related assets | $1,012,558,000 | 175 |
| Managed Assets ($) | $999,317,000 | 129 |
| Non-managed Assets ($) | $13,241,000 | 558 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,772,000 | 108 |
| 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 | $1,382,000 | 159 |
| Number of Managed Accounts | $1,263,000 | 130 |
| Number of Non-Managed Accounts | $119,000 | 196 |
| Total fiduciary and related assets | $919,920,000 | 177 |
| Managed Assets ($) | $906,611,000 | 136 |
| Non-managed Assets ($) | $13,309,000 | 331 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,441,000 | 108 |
| 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 | $1,277,000 | 168 |
| Number of Managed Accounts | $1,163,000 | 133 |
| Number of Non-Managed Accounts | $114,000 | 199 |
| Total fiduciary and related assets | $839,085,000 | 183 |
| Managed Assets ($) | $826,264,000 | 143 |
| Non-managed Assets ($) | $12,821,000 | 335 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,384,000 | 110 |
| 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 | $1,179,000 | 181 |
| Number of Managed Accounts | $1,063,000 | 148 |
| Number of Non-Managed Accounts | $116,000 | 200 |
| Total fiduciary and related assets | $767,704,000 | 190 |
| Managed Assets ($) | $755,591,000 | 155 |
| Non-managed Assets ($) | $12,113,000 | 341 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,582,000 | 112 |
| 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 | $1,097,000 | 194 |
| Number of Managed Accounts | $981,000 | 160 |
| Number of Non-Managed Accounts | $116,000 | 295 |
| Total fiduciary and related assets | $699,665,000 | 200 |
| Managed Assets ($) | $687,802,000 | 159 |
| Non-managed Assets ($) | $11,863,000 | 572 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,520,000 | 124 |
| 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 | $1,003,000 | 197 |
| Number of Managed Accounts | $891,000 | 166 |
| Number of Non-Managed Accounts | $112,000 | 196 |
| Total fiduciary and related assets | $643,861,000 | 209 |
| Managed Assets ($) | $629,686,000 | 167 |
| Non-managed Assets ($) | $14,175,000 | 319 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,155,000 | 125 |
| 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 | $944,000 | 208 |
| Number of Managed Accounts | $832,000 | 176 |
| Number of Non-Managed Accounts | $112,000 | 193 |
| Total fiduciary and related assets | $585,967,000 | 221 |
| Managed Assets ($) | $574,426,000 | 168 |
| Non-managed Assets ($) | $11,541,000 | 328 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,928,000 | 129 |
| 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 | $887,000 | 222 |
| Number of Managed Accounts | $775,000 | 187 |
| Number of Non-Managed Accounts | $112,000 | 192 |
| Total fiduciary and related assets | $553,608,000 | 231 |
| Managed Assets ($) | $542,303,000 | 173 |
| Non-managed Assets ($) | $11,305,000 | 330 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,929,000 | 128 |
| 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 | $844,000 | 244 |
| Number of Managed Accounts | $734,000 | 198 |
| Number of Non-Managed Accounts | $110,000 | 298 |
| Total fiduciary and related assets | $511,689,000 | 234 |
| Managed Assets ($) | $501,184,000 | 180 |
| Non-managed Assets ($) | $10,505,000 | 598 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $812,000 | 233 |
| Number of Managed Accounts | $708,000 | 204 |
| Number of Non-Managed Accounts | $104,000 | 201 |
| Total fiduciary and related assets | $438,633,000 | 247 |
| Managed Assets ($) | $428,210,000 | 196 |
| Non-managed Assets ($) | $10,423,000 | 335 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $775,000 | 243 |
| Number of Managed Accounts | $675,000 | 211 |
| Number of Non-Managed Accounts | $100,000 | 205 |
| Total fiduciary and related assets | $443,569,000 | 258 |
| Managed Assets ($) | $433,105,000 | 209 |
| Non-managed Assets ($) | $10,464,000 | 339 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $751,000 | 248 |
| Number of Managed Accounts | $654,000 | 211 |
| Number of Non-Managed Accounts | $97,000 | 210 |
| Total fiduciary and related assets | $420,755,000 | 263 |
| Managed Assets ($) | $410,620,000 | 219 |
| Non-managed Assets ($) | $10,135,000 | 339 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $729,000 | 275 |
| Number of Managed Accounts | $635,000 | 232 |
| Number of Non-Managed Accounts | $94,000 | 350 |
| Total fiduciary and related assets | $400,636,000 | 271 |
| Managed Assets ($) | $390,299,000 | 226 |
| Non-managed Assets ($) | $10,337,000 | 615 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $730,000 | 251 |
| Number of Managed Accounts | $634,000 | 217 |
| Number of Non-Managed Accounts | $96,000 | 212 |
| Total fiduciary and related assets | $377,984,000 | 264 |
| Managed Assets ($) | $368,605,000 | 223 |
| Non-managed Assets ($) | $9,379,000 | 340 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $718,000 | 253 |
| Number of Managed Accounts | $626,000 | 217 |
| Number of Non-Managed Accounts | $92,000 | 216 |
| Total fiduciary and related assets | $343,353,000 | 271 |
| Managed Assets ($) | $334,319,000 | 227 |
| Non-managed Assets ($) | $9,034,000 | 344 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $728,000 | 255 |
| Number of Managed Accounts | $644,000 | 214 |
| Number of Non-Managed Accounts | $84,000 | 223 |
| Total fiduciary and related assets | $362,891,000 | 267 |
| Managed Assets ($) | $355,069,000 | 224 |
| Non-managed Assets ($) | $7,822,000 | 355 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $735,000 | 289 |
| Number of Managed Accounts | $653,000 | 227 |
| Number of Non-Managed Accounts | $82,000 | 390 |
| Total fiduciary and related assets | $356,049,000 | 272 |
| Managed Assets ($) | $346,045,000 | 230 |
| Non-managed Assets ($) | $10,004,000 | 621 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $730,000 | 254 |
| Number of Managed Accounts | $651,000 | 214 |
| Number of Non-Managed Accounts | $79,000 | 224 |
| Total fiduciary and related assets | $349,272,000 | 274 |
| Managed Assets ($) | $340,034,000 | 229 |
| Non-managed Assets ($) | $9,238,000 | 334 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $710,000 | 257 |
| Number of Managed Accounts | $632,000 | 221 |
| Number of Non-Managed Accounts | $78,000 | 234 |
| Total fiduciary and related assets | $310,343,000 | 289 |
| Managed Assets ($) | $301,286,000 | 240 |
| Non-managed Assets ($) | $9,057,000 | 337 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $710,000 | 256 |
| Number of Managed Accounts | $633,000 | 220 |
| Number of Non-Managed Accounts | $77,000 | 233 |
| Total fiduciary and related assets | $289,353,000 | 295 |
| Managed Assets ($) | $279,241,000 | 245 |
| Non-managed Assets ($) | $10,112,000 | 323 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $717,000 | 293 |
| Number of Managed Accounts | $641,000 | 236 |
| Number of Non-Managed Accounts | $76,000 | 436 |
| Total fiduciary and related assets | $315,850,000 | 291 |
| Managed Assets ($) | $304,081,000 | 239 |
| Non-managed Assets ($) | $11,769,000 | 567 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $716,000 | 256 |
| Number of Managed Accounts | $639,000 | 218 |
| Number of Non-Managed Accounts | $77,000 | 243 |
| Total fiduciary and related assets | $348,056,000 | 288 |
| Managed Assets ($) | $327,500,000 | 240 |
| Non-managed Assets ($) | $20,556,000 | 321 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $708,000 | 267 |
| Number of Managed Accounts | $634,000 | 222 |
| Number of Non-Managed Accounts | $74,000 | 250 |
| Total fiduciary and related assets | $379,231,000 | 288 |
| Managed Assets ($) | $358,538,000 | 235 |
| Non-managed Assets ($) | $20,693,000 | 327 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $707,000 | 270 |
| Number of Managed Accounts | $630,000 | 223 |
| Number of Non-Managed Accounts | $77,000 | 249 |
| Total fiduciary and related assets | $400,494,000 | 292 |
| Managed Assets ($) | $378,339,000 | 235 |
| Non-managed Assets ($) | $22,155,000 | 328 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $672,000 | 299 |
| Number of Managed Accounts | $595,000 | 245 |
| Number of Non-Managed Accounts | $77,000 | 435 |
| Total fiduciary and related assets | $414,543,000 | 289 |
| Managed Assets ($) | $392,323,000 | 229 |
| Non-managed Assets ($) | $22,220,000 | 490 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $647,000 | 270 |
| Number of Managed Accounts | $568,000 | 237 |
| Number of Non-Managed Accounts | $79,000 | 234 |
| Total fiduciary and related assets | $419,065,000 | 291 |
| Managed Assets ($) | $386,244,000 | 232 |
| Non-managed Assets ($) | $32,821,000 | 298 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $602,000 | 288 |
| Number of Managed Accounts | $527,000 | 245 |
| Number of Non-Managed Accounts | $75,000 | 247 |
| Total fiduciary and related assets | $393,325,000 | 304 |
| Managed Assets ($) | $361,194,000 | 245 |
| Non-managed Assets ($) | $32,131,000 | 309 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $613,000 | 286 |
| Number of Managed Accounts | $536,000 | 241 |
| Number of Non-Managed Accounts | $77,000 | 250 |
| Total fiduciary and related assets | $384,671,000 | 301 |
| Managed Assets ($) | $352,145,000 | 241 |
| Non-managed Assets ($) | $32,526,000 | 311 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $586,000 | 337 |
| Number of Managed Accounts | $511,000 | 275 |
| Number of Non-Managed Accounts | $75,000 | 436 |
| Total fiduciary and related assets | $372,981,000 | 303 |
| Managed Assets ($) | $334,411,000 | 255 |
| Non-managed Assets ($) | $38,570,000 | 401 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $551,000 | 300 |
| Number of Managed Accounts | $479,000 | 263 |
| Number of Non-Managed Accounts | $72,000 | 256 |
| Total fiduciary and related assets | $346,751,000 | 311 |
| Managed Assets ($) | $313,809,000 | 265 |
| Non-managed Assets ($) | $32,942,000 | 304 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $533,000 | 310 |
| Number of Managed Accounts | $463,000 | 272 |
| Number of Non-Managed Accounts | $70,000 | 268 |
| Total fiduciary and related assets | $323,319,000 | 326 |
| Managed Assets ($) | $290,563,000 | 276 |
| Non-managed Assets ($) | $32,756,000 | 310 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $493,000 | 320 |
| Number of Managed Accounts | $427,000 | 285 |
| Number of Non-Managed Accounts | $66,000 | 280 |
| Total fiduciary and related assets | $310,890,000 | 329 |
| Managed Assets ($) | $277,952,000 | 281 |
| Non-managed Assets ($) | $32,938,000 | 311 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $461,000 | 401 |
| Number of Managed Accounts | $403,000 | 339 |
| Number of Non-Managed Accounts | $58,000 | 543 |
| Total fiduciary and related assets | $291,919,000 | 346 |
| Managed Assets ($) | $259,915,000 | 288 |
| Non-managed Assets ($) | $32,004,000 | 427 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $423,000 | 326 |
| Number of Managed Accounts | $360,000 | 293 |
| Number of Non-Managed Accounts | $63,000 | 279 |
| Total fiduciary and related assets | $262,618,000 | 345 |
| Managed Assets ($) | $233,453,000 | 288 |
| Non-managed Assets ($) | $29,165,000 | 310 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $369,000 | 347 |
| Number of Managed Accounts | $312,000 | 316 |
| Number of Non-Managed Accounts | $57,000 | 289 |
| Total fiduciary and related assets | $249,719,000 | 350 |
| Managed Assets ($) | $220,140,000 | 302 |
| Non-managed Assets ($) | $29,579,000 | 318 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $350,000 | 357 |
| Number of Managed Accounts | $295,000 | 324 |
| Number of Non-Managed Accounts | $55,000 | 293 |
| Total fiduciary and related assets | $243,817,000 | 360 |
| Managed Assets ($) | $213,713,000 | 307 |
| Non-managed Assets ($) | $30,104,000 | 319 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $320,000 | 512 |
| Number of Managed Accounts | $269,000 | 434 |
| Number of Non-Managed Accounts | $51,000 | 587 |
| Total fiduciary and related assets | $226,548,000 | 385 |
| Managed Assets ($) | $196,491,000 | 334 |
| Non-managed Assets ($) | $30,057,000 | 427 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $276,000 | 363 |
| Number of Managed Accounts | $223,000 | 330 |
| Number of Non-Managed Accounts | $53,000 | 299 |
| Total fiduciary and related assets | $194,473,000 | 370 |
| Managed Assets ($) | $166,217,000 | 323 |
| Non-managed Assets ($) | $28,256,000 | 314 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $233,000 | 376 |
| Number of Managed Accounts | $187,000 | 347 |
| Number of Non-Managed Accounts | $46,000 | 317 |
| Total fiduciary and related assets | $177,097,000 | 380 |
| Managed Assets ($) | $148,886,000 | 333 |
| Non-managed Assets ($) | $28,211,000 | 323 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $199,000 | 392 |
| Number of Managed Accounts | $160,000 | 359 |
| Number of Non-Managed Accounts | $39,000 | 330 |
| Total fiduciary and related assets | $157,746,000 | 390 |
| Managed Assets ($) | $129,742,000 | 351 |
| Non-managed Assets ($) | $28,004,000 | 319 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $191,000 | 718 |
| Number of Managed Accounts | $160,000 | 608 |
| Number of Non-Managed Accounts | $31,000 | 745 |
| Total fiduciary and related assets | $136,630,000 | 489 |
| Managed Assets ($) | $108,794,000 | 449 |
| Non-managed Assets ($) | $27,836,000 | 450 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $159,000 | 409 |
| Number of Managed Accounts | $136,000 | 375 |
| Number of Non-Managed Accounts | $23,000 | 365 |
| Total fiduciary and related assets | $122,921,000 | 399 |
| Managed Assets ($) | $99,185,000 | 362 |
| Non-managed Assets ($) | $23,736,000 | 340 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $139,000 | 419 |
| Number of Managed Accounts | $117,000 | 382 |
| Number of Non-Managed Accounts | $22,000 | 374 |
| Total fiduciary and related assets | $115,736,000 | 402 |
| Managed Assets ($) | $93,461,000 | 367 |
| Non-managed Assets ($) | $22,275,000 | 346 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $123,000 | 432 |
| Number of Managed Accounts | $105,000 | 396 |
| Number of Non-Managed Accounts | $18,000 | 393 |
| Total fiduciary and related assets | $108,104,000 | 414 |
| Managed Assets ($) | $85,871,000 | 380 |
| Non-managed Assets ($) | $22,233,000 | 350 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $99,000 | 964 |
| Number of Managed Accounts | $83,000 | 845 |
| Number of Non-Managed Accounts | $16,000 | 923 |
| Total fiduciary and related assets | $104,577,000 | 556 |
| Managed Assets ($) | $82,367,000 | 514 |
| Non-managed Assets ($) | $22,210,000 | 485 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2001-12-31 | 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 | 1,869 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1,865 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | NA | NA |