Home > Mechanics Bank > Fiduciary and Related Services
Mechanics Bank, Fiduciary and Related Services
| 2023-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 4 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $938,000 | 260 |
| Number of Managed Accounts | $924,000 | 220 |
| Number of Non-Managed Accounts | $14,000 | 580 |
| Total fiduciary and related assets | $1,920,422,000 | 185 |
| Managed Assets ($) | $1,531,880,000 | 167 |
| Non-managed Assets ($) | $388,542,000 | 169 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,644,000 | 177 |
| 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 | $914,000 | 238 |
| Number of Managed Accounts | $904,000 | 208 |
| Number of Non-Managed Accounts | $10,000 | 326 |
| Total fiduciary and related assets | $1,754,817,000 | 185 |
| Managed Assets ($) | $1,408,181,000 | 169 |
| Non-managed Assets ($) | $346,636,000 | 165 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,089,000 | 179 |
| 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 | $921,000 | 251 |
| Number of Managed Accounts | $911,000 | 215 |
| Number of Non-Managed Accounts | $10,000 | 382 |
| Total fiduciary and related assets | $1,787,581,000 | 181 |
| Managed Assets ($) | $1,443,740,000 | 165 |
| Non-managed Assets ($) | $343,841,000 | 166 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,647,000 | 176 |
| 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 | $921,000 | 248 |
| Number of Managed Accounts | $909,000 | 212 |
| Number of Non-Managed Accounts | $12,000 | 332 |
| Total fiduciary and related assets | $1,766,477,000 | 189 |
| Managed Assets ($) | $1,394,104,000 | 175 |
| Non-managed Assets ($) | $372,373,000 | 162 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,243,000 | 185 |
| 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 | $925,000 | 259 |
| Number of Managed Accounts | $916,000 | 221 |
| Number of Non-Managed Accounts | $9,000 | 660 |
| Total fiduciary and related assets | $1,708,701,000 | 190 |
| Managed Assets ($) | $1,347,212,000 | 177 |
| Non-managed Assets ($) | $361,489,000 | 167 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,710,000 | 180 |
| 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 | $940,000 | 243 |
| Number of Managed Accounts | $931,000 | 207 |
| Number of Non-Managed Accounts | $9,000 | 344 |
| Total fiduciary and related assets | $1,643,357,000 | 188 |
| Managed Assets ($) | $1,300,696,000 | 171 |
| Non-managed Assets ($) | $342,661,000 | 166 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,353,000 | 182 |
| 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 | $946,000 | 226 |
| Number of Managed Accounts | $937,000 | 193 |
| Number of Non-Managed Accounts | $9,000 | 367 |
| Total fiduciary and related assets | $1,702,972,000 | 156 |
| Managed Assets ($) | $1,366,066,000 | 144 |
| Non-managed Assets ($) | $336,906,000 | 141 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,000,000 | 151 |
| 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 | $937,000 | 217 |
| Number of Managed Accounts | $928,000 | 190 |
| Number of Non-Managed Accounts | $9,000 | 311 |
| Total fiduciary and related assets | $1,882,276,000 | 159 |
| Managed Assets ($) | $1,503,889,000 | 145 |
| Non-managed Assets ($) | $378,387,000 | 139 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,477,000 | 154 |
| 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 | $929,000 | 235 |
| Number of Managed Accounts | $920,000 | 199 |
| Number of Non-Managed Accounts | $9,000 | 640 |
| Total fiduciary and related assets | $1,913,075,000 | 166 |
| Managed Assets ($) | $1,588,456,000 | 145 |
| Non-managed Assets ($) | $324,619,000 | 160 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,301,000 | 154 |
| 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 | $947,000 | 220 |
| Number of Managed Accounts | $930,000 | 191 |
| Number of Non-Managed Accounts | $17,000 | 292 |
| Total fiduciary and related assets | $1,836,895,000 | 166 |
| Managed Assets ($) | $1,534,711,000 | 147 |
| Non-managed Assets ($) | $302,184,000 | 159 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,660,000 | 155 |
| 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 | $986,000 | 226 |
| Number of Managed Accounts | $975,000 | 191 |
| Number of Non-Managed Accounts | $11,000 | 348 |
| Total fiduciary and related assets | $1,835,750,000 | 165 |
| Managed Assets ($) | $1,535,823,000 | 144 |
| Non-managed Assets ($) | $299,927,000 | 163 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,125,000 | 150 |
| 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 | $981,000 | 218 |
| Number of Managed Accounts | $967,000 | 190 |
| Number of Non-Managed Accounts | $14,000 | 297 |
| Total fiduciary and related assets | $1,791,032,000 | 162 |
| Managed Assets ($) | $1,487,955,000 | 143 |
| Non-managed Assets ($) | $303,077,000 | 156 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,498,000 | 154 |
| 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 | $969,000 | 233 |
| Number of Managed Accounts | $953,000 | 199 |
| Number of Non-Managed Accounts | $16,000 | 586 |
| Total fiduciary and related assets | $1,711,441,000 | 166 |
| Managed Assets ($) | $1,440,162,000 | 144 |
| Non-managed Assets ($) | $271,279,000 | 170 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,846,000 | 144 |
| 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 | $968,000 | 220 |
| Number of Managed Accounts | $952,000 | 187 |
| Number of Non-Managed Accounts | $16,000 | 296 |
| Total fiduciary and related assets | $1,552,431,000 | 164 |
| Managed Assets ($) | $1,297,648,000 | 145 |
| Non-managed Assets ($) | $254,783,000 | 163 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,404,000 | 140 |
| 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 | $971,000 | 228 |
| Number of Managed Accounts | $955,000 | 194 |
| Number of Non-Managed Accounts | $16,000 | 336 |
| Total fiduciary and related assets | $1,508,804,000 | 164 |
| Managed Assets ($) | $1,259,195,000 | 147 |
| Non-managed Assets ($) | $249,609,000 | 166 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,006,000 | 139 |
| 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 | $955,000 | 219 |
| Number of Managed Accounts | $941,000 | 187 |
| Number of Non-Managed Accounts | $14,000 | 299 |
| Total fiduciary and related assets | $1,362,462,000 | 165 |
| Managed Assets ($) | $1,146,295,000 | 148 |
| Non-managed Assets ($) | $216,167,000 | 166 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,541,000 | 141 |
| 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 | $944,000 | 234 |
| Number of Managed Accounts | $932,000 | 196 |
| Number of Non-Managed Accounts | $12,000 | 634 |
| Total fiduciary and related assets | $1,529,692,000 | 167 |
| Managed Assets ($) | $1,316,845,000 | 145 |
| Non-managed Assets ($) | $212,847,000 | 177 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,658,000 | 169 |
| 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 | $962,000 | 218 |
| Number of Managed Accounts | $947,000 | 189 |
| Number of Non-Managed Accounts | $15,000 | 301 |
| Total fiduciary and related assets | $1,457,396,000 | 170 |
| Managed Assets ($) | $1,260,922,000 | 147 |
| Non-managed Assets ($) | $196,474,000 | 176 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,214,000 | 176 |
| 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 | $685,000 | 264 |
| Number of Managed Accounts | $670,000 | 236 |
| Number of Non-Managed Accounts | $15,000 | 329 |
| Total fiduciary and related assets | $1,096,313,000 | 196 |
| Managed Assets ($) | $902,112,000 | 172 |
| Non-managed Assets ($) | $194,201,000 | 178 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,264,000 | 182 |
| 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 | $690,000 | 264 |
| Number of Managed Accounts | $677,000 | 236 |
| Number of Non-Managed Accounts | $13,000 | 339 |
| Total fiduciary and related assets | $1,101,030,000 | 194 |
| Managed Assets ($) | $906,267,000 | 170 |
| Non-managed Assets ($) | $194,763,000 | 174 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,659,000 | 182 |
| 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 | $691,000 | 280 |
| Number of Managed Accounts | $674,000 | 238 |
| Number of Non-Managed Accounts | $17,000 | 597 |
| Total fiduciary and related assets | $1,038,589,000 | 197 |
| Managed Assets ($) | $853,464,000 | 170 |
| Non-managed Assets ($) | $185,125,000 | 180 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,385,000 | 189 |
| 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 | $709,000 | 258 |
| Number of Managed Accounts | $689,000 | 232 |
| Number of Non-Managed Accounts | $20,000 | 323 |
| Total fiduciary and related assets | $1,137,743,000 | 193 |
| Managed Assets ($) | $919,383,000 | 168 |
| Non-managed Assets ($) | $218,360,000 | 172 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,686,000 | 191 |
| 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 | $700,000 | 264 |
| Number of Managed Accounts | $680,000 | 238 |
| Number of Non-Managed Accounts | $20,000 | 327 |
| Total fiduciary and related assets | $1,102,287,000 | 194 |
| Managed Assets ($) | $884,917,000 | 167 |
| Non-managed Assets ($) | $217,370,000 | 177 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,038,000 | 194 |
| 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 | $694,000 | 268 |
| Number of Managed Accounts | $676,000 | 237 |
| Number of Non-Managed Accounts | $18,000 | 332 |
| Total fiduciary and related assets | $1,067,340,000 | 197 |
| Managed Assets ($) | $866,966,000 | 167 |
| Non-managed Assets ($) | $200,374,000 | 182 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,499,000 | 197 |
| 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 | $695,000 | 286 |
| Number of Managed Accounts | $676,000 | 245 |
| Number of Non-Managed Accounts | $19,000 | 596 |
| Total fiduciary and related assets | $1,088,496,000 | 197 |
| Managed Assets ($) | $887,429,000 | 167 |
| Non-managed Assets ($) | $201,067,000 | 182 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,486,000 | 179 |
| 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 | $693,000 | 269 |
| Number of Managed Accounts | $672,000 | 238 |
| Number of Non-Managed Accounts | $21,000 | 317 |
| Total fiduciary and related assets | $1,077,919,000 | 193 |
| Managed Assets ($) | $878,125,000 | 168 |
| Non-managed Assets ($) | $199,794,000 | 187 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,751,000 | 179 |
| 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 | $688,000 | 271 |
| Number of Managed Accounts | $668,000 | 238 |
| Number of Non-Managed Accounts | $20,000 | 320 |
| Total fiduciary and related assets | $996,351,000 | 198 |
| Managed Assets ($) | $801,223,000 | 169 |
| Non-managed Assets ($) | $195,128,000 | 186 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,272,000 | 177 |
| 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 | $699,000 | 270 |
| Number of Managed Accounts | $675,000 | 235 |
| Number of Non-Managed Accounts | $24,000 | 311 |
| Total fiduciary and related assets | $988,317,000 | 195 |
| Managed Assets ($) | $796,147,000 | 170 |
| Non-managed Assets ($) | $192,170,000 | 181 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,554,000 | 180 |
| 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 | $710,000 | 280 |
| Number of Managed Accounts | $684,000 | 234 |
| Number of Non-Managed Accounts | $26,000 | 564 |
| Total fiduciary and related assets | $991,347,000 | 191 |
| Managed Assets ($) | $799,786,000 | 170 |
| Non-managed Assets ($) | $191,561,000 | 176 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,045,000 | 176 |
| 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 | $738,000 | 254 |
| Number of Managed Accounts | $701,000 | 223 |
| Number of Non-Managed Accounts | $37,000 | 295 |
| Total fiduciary and related assets | $979,101,000 | 192 |
| Managed Assets ($) | $794,778,000 | 168 |
| Non-managed Assets ($) | $184,323,000 | 182 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,510,000 | 174 |
| 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 | $758,000 | 255 |
| Number of Managed Accounts | $729,000 | 220 |
| Number of Non-Managed Accounts | $29,000 | 313 |
| Total fiduciary and related assets | $975,208,000 | 191 |
| Managed Assets ($) | $797,163,000 | 165 |
| Non-managed Assets ($) | $178,045,000 | 185 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,001,000 | 178 |
| 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 | $764,000 | 253 |
| Number of Managed Accounts | $740,000 | 215 |
| Number of Non-Managed Accounts | $24,000 | 321 |
| Total fiduciary and related assets | $983,266,000 | 187 |
| Managed Assets ($) | $801,988,000 | 164 |
| Non-managed Assets ($) | $181,278,000 | 181 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,559,000 | 175 |
| 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 | $827,000 | 252 |
| Number of Managed Accounts | $796,000 | 207 |
| Number of Non-Managed Accounts | $31,000 | 540 |
| Total fiduciary and related assets | $994,907,000 | 187 |
| Managed Assets ($) | $811,154,000 | 162 |
| Non-managed Assets ($) | $183,753,000 | 178 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,144,000 | 227 |
| 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 | $873,000 | 234 |
| Number of Managed Accounts | $837,000 | 194 |
| Number of Non-Managed Accounts | $36,000 | 288 |
| Total fiduciary and related assets | $1,006,701,000 | 183 |
| Managed Assets ($) | $819,574,000 | 158 |
| Non-managed Assets ($) | $187,127,000 | 176 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,614,000 | 246 |
| 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 | $877,000 | 237 |
| Number of Managed Accounts | $842,000 | 196 |
| Number of Non-Managed Accounts | $35,000 | 295 |
| Total fiduciary and related assets | $1,104,310,000 | 178 |
| Managed Assets ($) | $915,701,000 | 156 |
| Non-managed Assets ($) | $188,609,000 | 178 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,138,000 | 319 |
| 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 | $913,000 | 225 |
| Number of Managed Accounts | $880,000 | 185 |
| Number of Non-Managed Accounts | $33,000 | 303 |
| Total fiduciary and related assets | $1,114,165,000 | 176 |
| Managed Assets ($) | $922,089,000 | 155 |
| Non-managed Assets ($) | $192,076,000 | 179 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,838,000 | 160 |
| 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 | $1,001,000 | 216 |
| Number of Managed Accounts | $959,000 | 175 |
| Number of Non-Managed Accounts | $42,000 | 498 |
| Total fiduciary and related assets | $1,141,591,000 | 172 |
| Managed Assets ($) | $946,281,000 | 149 |
| Non-managed Assets ($) | $195,310,000 | 176 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,832,000 | 151 |
| 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 | $1,049,000 | 204 |
| Number of Managed Accounts | $1,006,000 | 166 |
| Number of Non-Managed Accounts | $43,000 | 284 |
| Total fiduciary and related assets | $1,127,470,000 | 169 |
| Managed Assets ($) | $970,544,000 | 142 |
| Non-managed Assets ($) | $156,926,000 | 189 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,041,000 | 139 |
| 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 | $1,128,000 | 187 |
| Number of Managed Accounts | $1,081,000 | 158 |
| Number of Non-Managed Accounts | $47,000 | 277 |
| Total fiduciary and related assets | $1,211,216,000 | 159 |
| Managed Assets ($) | $1,017,020,000 | 133 |
| Non-managed Assets ($) | $194,196,000 | 175 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,079,000 | 138 |
| 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 | $1,134,000 | 192 |
| Number of Managed Accounts | $1,090,000 | 155 |
| Number of Non-Managed Accounts | $44,000 | 281 |
| Total fiduciary and related assets | $1,461,630,000 | 141 |
| Managed Assets ($) | $1,281,951,000 | 118 |
| Non-managed Assets ($) | $179,679,000 | 183 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,033,000 | 137 |
| 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 | $1,137,000 | 197 |
| Number of Managed Accounts | $1,092,000 | 155 |
| Number of Non-Managed Accounts | $45,000 | 488 |
| Total fiduciary and related assets | $1,440,674,000 | 143 |
| Managed Assets ($) | $1,248,069,000 | 121 |
| Non-managed Assets ($) | $192,605,000 | 177 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,143,000 | 134 |
| 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 | $1,137,000 | 184 |
| Number of Managed Accounts | $1,093,000 | 148 |
| Number of Non-Managed Accounts | $44,000 | 280 |
| Total fiduciary and related assets | $1,338,088,000 | 140 |
| Managed Assets ($) | $1,160,236,000 | 119 |
| Non-managed Assets ($) | $177,852,000 | 177 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,078,000 | 134 |
| 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 | $1,129,000 | 182 |
| Number of Managed Accounts | $1,084,000 | 146 |
| Number of Non-Managed Accounts | $45,000 | 277 |
| Total fiduciary and related assets | $1,307,674,000 | 140 |
| Managed Assets ($) | $1,128,109,000 | 118 |
| Non-managed Assets ($) | $179,565,000 | 181 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,105,000 | 134 |
| 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 | $1,132,000 | 186 |
| Number of Managed Accounts | $1,089,000 | 145 |
| Number of Non-Managed Accounts | $43,000 | 281 |
| Total fiduciary and related assets | $1,337,859,000 | 142 |
| Managed Assets ($) | $1,149,545,000 | 117 |
| Non-managed Assets ($) | $188,314,000 | 174 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,074,000 | 133 |
| 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 | $1,131,000 | 190 |
| Number of Managed Accounts | $1,083,000 | 148 |
| Number of Non-Managed Accounts | $48,000 | 489 |
| Total fiduciary and related assets | $1,304,718,000 | 143 |
| Managed Assets ($) | $1,120,290,000 | 116 |
| Non-managed Assets ($) | $184,428,000 | 176 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,655,000 | 132 |
| 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 | $1,133,000 | 180 |
| Number of Managed Accounts | $1,092,000 | 144 |
| Number of Non-Managed Accounts | $41,000 | 273 |
| Total fiduciary and related assets | $1,312,444,000 | 142 |
| Managed Assets ($) | $1,128,951,000 | 117 |
| Non-managed Assets ($) | $183,493,000 | 172 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,799,000 | 130 |
| 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 | $1,142,000 | 175 |
| Number of Managed Accounts | $1,093,000 | 142 |
| Number of Non-Managed Accounts | $49,000 | 265 |
| Total fiduciary and related assets | $1,309,970,000 | 138 |
| Managed Assets ($) | $1,131,405,000 | 113 |
| Non-managed Assets ($) | $178,565,000 | 175 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,803,000 | 133 |
| 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 | $1,147,000 | 176 |
| Number of Managed Accounts | $1,097,000 | 138 |
| Number of Non-Managed Accounts | $50,000 | 259 |
| Total fiduciary and related assets | $1,306,892,000 | 139 |
| Managed Assets ($) | $1,115,162,000 | 114 |
| Non-managed Assets ($) | $191,730,000 | 164 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,846,000 | 132 |
| 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 | $1,140,000 | 184 |
| Number of Managed Accounts | $1,093,000 | 138 |
| Number of Non-Managed Accounts | $47,000 | 502 |
| Total fiduciary and related assets | $1,250,330,000 | 136 |
| Managed Assets ($) | $1,061,226,000 | 115 |
| Non-managed Assets ($) | $189,104,000 | 166 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,518,000 | 117 |
| 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 | $1,134,000 | 177 |
| Number of Managed Accounts | $1,084,000 | 139 |
| Number of Non-Managed Accounts | $50,000 | 270 |
| Total fiduciary and related assets | $1,164,620,000 | 141 |
| Managed Assets ($) | $981,776,000 | 118 |
| Non-managed Assets ($) | $182,844,000 | 168 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,587,000 | 119 |
| 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 | $1,164,000 | 175 |
| Number of Managed Accounts | $1,113,000 | 137 |
| Number of Non-Managed Accounts | $51,000 | 272 |
| Total fiduciary and related assets | $1,231,395,000 | 144 |
| Managed Assets ($) | $1,042,806,000 | 122 |
| Non-managed Assets ($) | $188,589,000 | 167 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,793,000 | 118 |
| 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 | $1,189,000 | 168 |
| Number of Managed Accounts | $1,136,000 | 131 |
| Number of Non-Managed Accounts | $53,000 | 270 |
| Total fiduciary and related assets | $1,226,114,000 | 143 |
| Managed Assets ($) | $1,030,614,000 | 120 |
| Non-managed Assets ($) | $195,500,000 | 166 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,917,000 | 113 |
| 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 | $1,188,000 | 184 |
| Number of Managed Accounts | $1,141,000 | 136 |
| Number of Non-Managed Accounts | $47,000 | 529 |
| Total fiduciary and related assets | $1,173,843,000 | 148 |
| Managed Assets ($) | $1,002,765,000 | 119 |
| Non-managed Assets ($) | $171,078,000 | 181 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,991,000 | 119 |
| 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 | $1,186,000 | 172 |
| Number of Managed Accounts | $1,138,000 | 130 |
| Number of Non-Managed Accounts | $48,000 | 268 |
| Total fiduciary and related assets | $1,129,185,000 | 148 |
| Managed Assets ($) | $964,680,000 | 121 |
| Non-managed Assets ($) | $164,505,000 | 181 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,243,000 | 117 |
| 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 | $1,191,000 | 170 |
| Number of Managed Accounts | $1,142,000 | 128 |
| Number of Non-Managed Accounts | $49,000 | 266 |
| Total fiduciary and related assets | $1,064,287,000 | 144 |
| Managed Assets ($) | $901,733,000 | 121 |
| Non-managed Assets ($) | $162,554,000 | 178 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,536,000 | 116 |
| 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 | $45,622,000 | 12 |
| Number of Managed Accounts | $1,128,000 | 131 |
| Number of Non-Managed Accounts | $44,494,000 | 8 |
| Total fiduciary and related assets | $5,301,434,000 | 65 |
| Managed Assets ($) | $909,994,000 | 122 |
| Non-managed Assets ($) | $4,391,440,000 | 45 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,754,000 | 117 |
| 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 | $1,179,000 | 187 |
| Number of Managed Accounts | $1,126,000 | 137 |
| Number of Non-Managed Accounts | $53,000 | 518 |
| Total fiduciary and related assets | $1,034,731,000 | 150 |
| Managed Assets ($) | $889,653,000 | 124 |
| Non-managed Assets ($) | $145,078,000 | 197 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,564,000 | 119 |
| 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 | $1,205,000 | 168 |
| Number of Managed Accounts | $1,150,000 | 129 |
| Number of Non-Managed Accounts | $55,000 | 247 |
| Total fiduciary and related assets | $979,593,000 | 155 |
| Managed Assets ($) | $838,313,000 | 126 |
| Non-managed Assets ($) | $141,280,000 | 186 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,864,000 | 120 |
| 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 | $1,231,000 | 170 |
| Number of Managed Accounts | $1,172,000 | 133 |
| Number of Non-Managed Accounts | $59,000 | 252 |
| Total fiduciary and related assets | $965,206,000 | 158 |
| Managed Assets ($) | $825,289,000 | 121 |
| Non-managed Assets ($) | $139,917,000 | 184 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,263,000 | 121 |
| 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 | $1,224,000 | 172 |
| Number of Managed Accounts | $1,169,000 | 133 |
| Number of Non-Managed Accounts | $55,000 | 258 |
| Total fiduciary and related assets | $996,186,000 | 147 |
| Managed Assets ($) | $851,820,000 | 117 |
| Non-managed Assets ($) | $144,366,000 | 171 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,717,000 | 114 |
| 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 | $1,194,000 | 190 |
| Number of Managed Accounts | $1,144,000 | 138 |
| Number of Non-Managed Accounts | $50,000 | 536 |
| Total fiduciary and related assets | $1,122,431,000 | 143 |
| Managed Assets ($) | $978,192,000 | 114 |
| Non-managed Assets ($) | $144,239,000 | 189 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,910,000 | 124 |
| 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 | $1,199,000 | 175 |
| Number of Managed Accounts | $1,156,000 | 132 |
| Number of Non-Managed Accounts | $43,000 | 290 |
| Total fiduciary and related assets | $1,204,622,000 | 146 |
| Managed Assets ($) | $1,053,660,000 | 111 |
| Non-managed Assets ($) | $150,962,000 | 188 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,333,000 | 125 |
| 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 | $1,287,000 | 166 |
| Number of Managed Accounts | $1,221,000 | 128 |
| Number of Non-Managed Accounts | $66,000 | 262 |
| Total fiduciary and related assets | $1,248,314,000 | 148 |
| Managed Assets ($) | $1,100,699,000 | 114 |
| Non-managed Assets ($) | $147,615,000 | 199 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,585,000 | 127 |
| 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 | $1,323,000 | 164 |
| Number of Managed Accounts | $1,224,000 | 129 |
| Number of Non-Managed Accounts | $99,000 | 225 |
| Total fiduciary and related assets | $1,339,810,000 | 150 |
| Managed Assets ($) | $1,228,524,000 | 112 |
| Non-managed Assets ($) | $111,286,000 | 219 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,846,000 | 125 |
| 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 | $1,289,000 | 181 |
| Number of Managed Accounts | $1,197,000 | 135 |
| Number of Non-Managed Accounts | $92,000 | 386 |
| Total fiduciary and related assets | $1,374,043,000 | 149 |
| Managed Assets ($) | $1,241,486,000 | 111 |
| Non-managed Assets ($) | $132,557,000 | 222 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,836,000 | 129 |
| 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 | $1,250,000 | 173 |
| Number of Managed Accounts | $1,168,000 | 136 |
| Number of Non-Managed Accounts | $82,000 | 231 |
| Total fiduciary and related assets | $1,346,882,000 | 153 |
| Managed Assets ($) | $1,208,393,000 | 114 |
| Non-managed Assets ($) | $138,489,000 | 206 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,082,000 | 129 |
| 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 | $1,239,000 | 175 |
| Number of Managed Accounts | $1,156,000 | 140 |
| Number of Non-Managed Accounts | $83,000 | 239 |
| Total fiduciary and related assets | $1,313,912,000 | 161 |
| Managed Assets ($) | $1,177,785,000 | 122 |
| Non-managed Assets ($) | $136,127,000 | 212 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,410,000 | 135 |
| 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 | $1,292,000 | 166 |
| Number of Managed Accounts | $1,204,000 | 134 |
| Number of Non-Managed Accounts | $88,000 | 240 |
| Total fiduciary and related assets | $1,280,105,000 | 159 |
| Managed Assets ($) | $1,165,533,000 | 121 |
| Non-managed Assets ($) | $114,572,000 | 224 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,806,000 | 128 |
| 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 | $1,167,000 | 195 |
| Number of Managed Accounts | $1,094,000 | 145 |
| Number of Non-Managed Accounts | $73,000 | 449 |
| Total fiduciary and related assets | $1,275,268,000 | 159 |
| Managed Assets ($) | $1,160,263,000 | 117 |
| Non-managed Assets ($) | $115,005,000 | 236 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,146,000 | 136 |
| 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 | $1,129,000 | 187 |
| Number of Managed Accounts | $1,048,000 | 151 |
| Number of Non-Managed Accounts | $81,000 | 245 |
| Total fiduciary and related assets | $1,245,956,000 | 162 |
| Managed Assets ($) | $1,129,744,000 | 121 |
| Non-managed Assets ($) | $116,212,000 | 230 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,441,000 | 144 |
| 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 | $1,102,000 | 193 |
| Number of Managed Accounts | $1,021,000 | 158 |
| Number of Non-Managed Accounts | $81,000 | 255 |
| Total fiduciary and related assets | $1,122,891,000 | 175 |
| Managed Assets ($) | $1,005,636,000 | 129 |
| Non-managed Assets ($) | $117,255,000 | 234 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,924,000 | 152 |
| 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 | $1,090,000 | 193 |
| Number of Managed Accounts | $993,000 | 161 |
| Number of Non-Managed Accounts | $97,000 | 243 |
| Total fiduciary and related assets | $1,094,075,000 | 178 |
| Managed Assets ($) | $984,686,000 | 132 |
| Non-managed Assets ($) | $109,389,000 | 241 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,437,000 | 150 |
| 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 | $1,090,000 | 205 |
| Number of Managed Accounts | $994,000 | 163 |
| Number of Non-Managed Accounts | $96,000 | 389 |
| Total fiduciary and related assets | $1,190,618,000 | 167 |
| Managed Assets ($) | $983,833,000 | 131 |
| Non-managed Assets ($) | $206,785,000 | 195 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,039,000 | 141 |
| 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 | $1,098,000 | 186 |
| Number of Managed Accounts | $988,000 | 157 |
| Number of Non-Managed Accounts | $110,000 | 233 |
| Total fiduciary and related assets | $1,171,263,000 | 166 |
| Managed Assets ($) | $944,772,000 | 131 |
| Non-managed Assets ($) | $226,491,000 | 181 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,457,000 | 139 |
| 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 | $1,064,000 | 192 |
| Number of Managed Accounts | $953,000 | 160 |
| Number of Non-Managed Accounts | $111,000 | 236 |
| Total fiduciary and related assets | $1,152,132,000 | 163 |
| Managed Assets ($) | $926,792,000 | 128 |
| Non-managed Assets ($) | $225,340,000 | 180 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,872,000 | 144 |
| 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 | $1,056,000 | 194 |
| Number of Managed Accounts | $944,000 | 163 |
| Number of Non-Managed Accounts | $112,000 | 239 |
| Total fiduciary and related assets | $1,141,476,000 | 169 |
| Managed Assets ($) | $923,856,000 | 132 |
| Non-managed Assets ($) | $217,620,000 | 184 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,417,000 | 150 |
| 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 | $1,041,000 | 207 |
| Number of Managed Accounts | $935,000 | 165 |
| Number of Non-Managed Accounts | $106,000 | 395 |
| Total fiduciary and related assets | $1,157,415,000 | 170 |
| Managed Assets ($) | $929,208,000 | 130 |
| Non-managed Assets ($) | $228,207,000 | 187 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,835,000 | 157 |
| 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 | $1,052,000 | 195 |
| Number of Managed Accounts | $946,000 | 161 |
| Number of Non-Managed Accounts | $106,000 | 248 |
| Total fiduciary and related assets | $1,191,188,000 | 163 |
| Managed Assets ($) | $991,781,000 | 124 |
| Non-managed Assets ($) | $199,407,000 | 195 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,614,000 | 157 |
| 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 | $1,026,000 | 200 |
| Number of Managed Accounts | $935,000 | 165 |
| Number of Non-Managed Accounts | $91,000 | 266 |
| Total fiduciary and related assets | $1,078,483,000 | 170 |
| Managed Assets ($) | $908,315,000 | 130 |
| Non-managed Assets ($) | $170,168,000 | 203 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,429,000 | 161 |
| 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 | $1,012,000 | 203 |
| Number of Managed Accounts | $924,000 | 167 |
| Number of Non-Managed Accounts | $88,000 | 270 |
| Total fiduciary and related assets | $1,083,758,000 | 171 |
| Managed Assets ($) | $910,498,000 | 131 |
| Non-managed Assets ($) | $173,260,000 | 203 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,172,000 | 161 |
| 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 | $1,001,000 | 235 |
| Number of Managed Accounts | $918,000 | 179 |
| Number of Non-Managed Accounts | $83,000 | 478 |
| Total fiduciary and related assets | $1,101,663,000 | 172 |
| Managed Assets ($) | $915,994,000 | 133 |
| Non-managed Assets ($) | $185,669,000 | 211 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,853,000 | 155 |
| 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 | $1,001,000 | 219 |
| Number of Managed Accounts | $917,000 | 173 |
| Number of Non-Managed Accounts | $84,000 | 289 |
| Total fiduciary and related assets | $986,988,000 | 185 |
| Managed Assets ($) | $835,257,000 | 144 |
| Non-managed Assets ($) | $151,731,000 | 222 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,565,000 | 161 |
| 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 | $985,000 | 228 |
| Number of Managed Accounts | $905,000 | 179 |
| Number of Non-Managed Accounts | $80,000 | 297 |
| Total fiduciary and related assets | $974,947,000 | 187 |
| Managed Assets ($) | $833,335,000 | 144 |
| Non-managed Assets ($) | $141,612,000 | 225 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,415,000 | 167 |
| 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 | $989,000 | 233 |
| Number of Managed Accounts | $905,000 | 185 |
| Number of Non-Managed Accounts | $84,000 | 297 |
| Total fiduciary and related assets | $939,108,000 | 191 |
| Managed Assets ($) | $805,856,000 | 148 |
| Non-managed Assets ($) | $133,252,000 | 230 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,142,000 | 177 |
| 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 | $988,000 | 254 |
| Number of Managed Accounts | $894,000 | 193 |
| Number of Non-Managed Accounts | $94,000 | 443 |
| Total fiduciary and related assets | $928,268,000 | 193 |
| Managed Assets ($) | $782,909,000 | 149 |
| Non-managed Assets ($) | $145,359,000 | 233 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,295,000 | 179 |
| 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 | $991,000 | 230 |
| Number of Managed Accounts | $898,000 | 179 |
| Number of Non-Managed Accounts | $93,000 | 430 |
| Total fiduciary and related assets | $977,380,000 | 173 |
| Managed Assets ($) | $824,825,000 | 141 |
| Non-managed Assets ($) | $152,555,000 | 209 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,709,000 | 172 |
| 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 | $4,880,000 | 167 |
| 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 | $4,543,000 | 206 |
| 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 | $3,957,000 | 222 |
| 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 | $3,530,000 | 235 |
| 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 | $3,009,000 | 285 |
| 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 | $2,462,000 | 335 |
| 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 | $2,154,000 | 357 |
| 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 | $2,051,000 | 373 |
| 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 | $2,060,000 | 377 |