Home > Merchants Bank > Fiduciary and Related Services
Merchants Bank, Fiduciary and Related Services
| 2017-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,433,000 | 163 |
| Number of Managed Accounts | $1,378,000 | 138 |
| Number of Non-Managed Accounts | $55,000 | 259 |
| Total fiduciary and related assets | $531,660,000 | 263 |
| Managed Assets ($) | $514,266,000 | 230 |
| Non-managed Assets ($) | $17,394,000 | 324 |
| Memoranda | ||
| Gross Fiduciary activities income | $824,000 | 263 |
| 2016-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,482,000 | 160 |
| Number of Managed Accounts | $1,429,000 | 132 |
| Number of Non-Managed Accounts | $53,000 | 416 |
| Total fiduciary and related assets | $536,572,000 | 257 |
| Managed Assets ($) | $516,476,000 | 225 |
| Non-managed Assets ($) | $20,096,000 | 455 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,709,000 | 237 |
| 2016-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,500,000 | 154 |
| Number of Managed Accounts | $1,446,000 | 125 |
| Number of Non-Managed Accounts | $54,000 | 264 |
| Total fiduciary and related assets | $615,736,000 | 240 |
| Managed Assets ($) | $602,345,000 | 202 |
| Non-managed Assets ($) | $13,391,000 | 338 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,545,000 | 251 |
| 2016-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,503,000 | 157 |
| Number of Managed Accounts | $1,452,000 | 129 |
| Number of Non-Managed Accounts | $51,000 | 272 |
| Total fiduciary and related assets | $595,713,000 | 247 |
| Managed Assets ($) | $583,106,000 | 209 |
| Non-managed Assets ($) | $12,607,000 | 341 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,702,000 | 251 |
| 2016-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,506,000 | 155 |
| Number of Managed Accounts | $1,455,000 | 127 |
| Number of Non-Managed Accounts | $51,000 | 268 |
| Total fiduciary and related assets | $602,279,000 | 244 |
| Managed Assets ($) | $589,985,000 | 205 |
| Non-managed Assets ($) | $12,294,000 | 343 |
| Memoranda | ||
| Gross Fiduciary activities income | $866,000 | 241 |
| 2015-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,521,000 | 157 |
| Number of Managed Accounts | $1,469,000 | 125 |
| Number of Non-Managed Accounts | $52,000 | 430 |
| Total fiduciary and related assets | $600,618,000 | 244 |
| Managed Assets ($) | $587,021,000 | 204 |
| Non-managed Assets ($) | $13,597,000 | 530 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,525,000 | 243 |
| 2015-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,591,000 | 145 |
| Number of Managed Accounts | $1,538,000 | 114 |
| Number of Non-Managed Accounts | $53,000 | 267 |
| Total fiduciary and related assets | $595,219,000 | 242 |
| Managed Assets ($) | $582,151,000 | 198 |
| Non-managed Assets ($) | $13,068,000 | 340 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,665,000 | 243 |
| 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 | $1,593,000 | 145 |
| Number of Managed Accounts | $1,540,000 | 117 |
| Number of Non-Managed Accounts | $53,000 | 268 |
| Total fiduciary and related assets | $629,807,000 | 245 |
| Managed Assets ($) | $615,617,000 | 199 |
| Non-managed Assets ($) | $14,190,000 | 343 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,780,000 | 246 |
| 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 | $1,572,000 | 146 |
| Number of Managed Accounts | $1,521,000 | 117 |
| Number of Non-Managed Accounts | $51,000 | 272 |
| Total fiduciary and related assets | $625,828,000 | 248 |
| Managed Assets ($) | $613,938,000 | 196 |
| Non-managed Assets ($) | $11,890,000 | 349 |
| Memoranda | ||
| Gross Fiduciary activities income | $895,000 | 248 |
| 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 | $1,554,000 | 150 |
| Number of Managed Accounts | $1,502,000 | 117 |
| Number of Non-Managed Accounts | $52,000 | 449 |
| Total fiduciary and related assets | $600,918,000 | 251 |
| Managed Assets ($) | $587,968,000 | 200 |
| Non-managed Assets ($) | $12,950,000 | 560 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,393,000 | 250 |
| 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 | $1,533,000 | 149 |
| Number of Managed Accounts | $1,480,000 | 119 |
| Number of Non-Managed Accounts | $53,000 | 267 |
| Total fiduciary and related assets | $595,959,000 | 250 |
| Managed Assets ($) | $583,852,000 | 197 |
| Non-managed Assets ($) | $12,107,000 | 345 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,536,000 | 251 |
| 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 | $1,512,000 | 147 |
| Number of Managed Accounts | $1,456,000 | 118 |
| Number of Non-Managed Accounts | $56,000 | 261 |
| Total fiduciary and related assets | $597,670,000 | 248 |
| Managed Assets ($) | $584,459,000 | 196 |
| Non-managed Assets ($) | $13,211,000 | 342 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,681,000 | 255 |
| 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 | $1,466,000 | 154 |
| Number of Managed Accounts | $1,406,000 | 122 |
| Number of Non-Managed Accounts | $60,000 | 253 |
| Total fiduciary and related assets | $582,581,000 | 249 |
| Managed Assets ($) | $569,424,000 | 200 |
| Non-managed Assets ($) | $13,157,000 | 343 |
| Memoranda | ||
| Gross Fiduciary activities income | $852,000 | 254 |
| 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 | $1,424,000 | 162 |
| Number of Managed Accounts | $1,365,000 | 124 |
| Number of Non-Managed Accounts | $59,000 | 428 |
| Total fiduciary and related assets | $575,157,000 | 248 |
| Managed Assets ($) | $561,559,000 | 198 |
| Non-managed Assets ($) | $13,598,000 | 550 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,062,000 | 254 |
| 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 | $1,362,000 | 162 |
| Number of Managed Accounts | $1,303,000 | 122 |
| Number of Non-Managed Accounts | $59,000 | 254 |
| Total fiduciary and related assets | $552,564,000 | 250 |
| Managed Assets ($) | $540,637,000 | 195 |
| Non-managed Assets ($) | $11,927,000 | 334 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,278,000 | 254 |
| 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 | $1,321,000 | 163 |
| Number of Managed Accounts | $1,263,000 | 125 |
| Number of Non-Managed Accounts | $58,000 | 257 |
| Total fiduciary and related assets | $528,232,000 | 251 |
| Managed Assets ($) | $516,339,000 | 194 |
| Non-managed Assets ($) | $11,893,000 | 337 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,519,000 | 254 |
| 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 | $1,289,000 | 168 |
| Number of Managed Accounts | $1,232,000 | 128 |
| Number of Non-Managed Accounts | $57,000 | 262 |
| Total fiduciary and related assets | $535,768,000 | 250 |
| Managed Assets ($) | $523,883,000 | 193 |
| Non-managed Assets ($) | $11,885,000 | 342 |
| Memoranda | ||
| Gross Fiduciary activities income | $758,000 | 254 |
| 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 | $1,255,000 | 176 |
| Number of Managed Accounts | $1,198,000 | 136 |
| Number of Non-Managed Accounts | $57,000 | 451 |
| Total fiduciary and related assets | $511,357,000 | 251 |
| Managed Assets ($) | $499,965,000 | 194 |
| Non-managed Assets ($) | $11,392,000 | 581 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,690,000 | 259 |
| 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 | $1,167,000 | 176 |
| Number of Managed Accounts | $1,110,000 | 140 |
| Number of Non-Managed Accounts | $57,000 | 253 |
| Total fiduciary and related assets | $479,895,000 | 258 |
| Managed Assets ($) | $467,729,000 | 206 |
| Non-managed Assets ($) | $12,166,000 | 325 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,000,000 | 258 |
| 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 | $1,156,000 | 172 |
| Number of Managed Accounts | $1,101,000 | 141 |
| Number of Non-Managed Accounts | $55,000 | 253 |
| Total fiduciary and related assets | $464,543,000 | 257 |
| Managed Assets ($) | $453,295,000 | 204 |
| Non-managed Assets ($) | $11,248,000 | 330 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,330,000 | 259 |
| 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 | $1,126,000 | 177 |
| Number of Managed Accounts | $1,071,000 | 144 |
| Number of Non-Managed Accounts | $55,000 | 251 |
| Total fiduciary and related assets | $461,891,000 | 258 |
| Managed Assets ($) | $450,497,000 | 210 |
| Non-managed Assets ($) | $11,394,000 | 329 |
| Memoranda | ||
| Gross Fiduciary activities income | $657,000 | 259 |
| 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 | $1,098,000 | 194 |
| Number of Managed Accounts | $1,041,000 | 145 |
| Number of Non-Managed Accounts | $57,000 | 449 |
| Total fiduciary and related assets | $431,380,000 | 260 |
| Managed Assets ($) | $419,305,000 | 216 |
| Non-managed Assets ($) | $12,075,000 | 566 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,516,000 | 231 |
| 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 | $1,081,000 | 187 |
| Number of Managed Accounts | $1,023,000 | 146 |
| Number of Non-Managed Accounts | $58,000 | 255 |
| Total fiduciary and related assets | $415,360,000 | 256 |
| Managed Assets ($) | $404,252,000 | 215 |
| Non-managed Assets ($) | $11,108,000 | 333 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,894,000 | 230 |
| 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 | $1,068,000 | 192 |
| Number of Managed Accounts | $1,011,000 | 147 |
| Number of Non-Managed Accounts | $57,000 | 261 |
| Total fiduciary and related assets | $448,114,000 | 255 |
| Managed Assets ($) | $437,487,000 | 206 |
| Non-managed Assets ($) | $10,627,000 | 338 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,254,000 | 232 |
| 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 | $1,056,000 | 194 |
| Number of Managed Accounts | $999,000 | 145 |
| Number of Non-Managed Accounts | $57,000 | 262 |
| Total fiduciary and related assets | $442,189,000 | 255 |
| Managed Assets ($) | $431,032,000 | 206 |
| Non-managed Assets ($) | $11,157,000 | 337 |
| Memoranda | ||
| Gross Fiduciary activities income | $623,000 | 232 |
| 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 | $1,048,000 | 211 |
| Number of Managed Accounts | $998,000 | 150 |
| Number of Non-Managed Accounts | $50,000 | 517 |
| Total fiduciary and related assets | $424,094,000 | 260 |
| Managed Assets ($) | $411,596,000 | 213 |
| Non-managed Assets ($) | $12,498,000 | 568 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,163,000 | 244 |
| 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 | $1,022,000 | 200 |
| Number of Managed Accounts | $974,000 | 147 |
| Number of Non-Managed Accounts | $48,000 | 268 |
| Total fiduciary and related assets | $402,077,000 | 259 |
| Managed Assets ($) | $391,600,000 | 214 |
| Non-managed Assets ($) | $10,477,000 | 337 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,590,000 | 244 |
| 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 | $996,000 | 203 |
| Number of Managed Accounts | $948,000 | 149 |
| Number of Non-Managed Accounts | $48,000 | 267 |
| Total fiduciary and related assets | $352,819,000 | 263 |
| Managed Assets ($) | $343,423,000 | 225 |
| Non-managed Assets ($) | $9,396,000 | 340 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,051,000 | 251 |
| 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 | $974,000 | 208 |
| Number of Managed Accounts | $924,000 | 152 |
| Number of Non-Managed Accounts | $50,000 | 270 |
| Total fiduciary and related assets | $357,070,000 | 272 |
| Managed Assets ($) | $347,708,000 | 229 |
| Non-managed Assets ($) | $9,362,000 | 348 |
| Memoranda | ||
| Gross Fiduciary activities income | $518,000 | 254 |
| 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 | $970,000 | 225 |
| Number of Managed Accounts | $922,000 | 160 |
| Number of Non-Managed Accounts | $48,000 | 539 |
| Total fiduciary and related assets | $341,410,000 | 281 |
| Managed Assets ($) | $331,465,000 | 234 |
| Non-managed Assets ($) | $9,945,000 | 623 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,724,000 | 276 |
| 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 | $944,000 | 218 |
| Number of Managed Accounts | $897,000 | 165 |
| Number of Non-Managed Accounts | $47,000 | 262 |
| Total fiduciary and related assets | $319,566,000 | 294 |
| Managed Assets ($) | $310,445,000 | 241 |
| Non-managed Assets ($) | $9,121,000 | 335 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,254,000 | 277 |
| 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 | $922,000 | 222 |
| Number of Managed Accounts | $875,000 | 171 |
| Number of Non-Managed Accounts | $47,000 | 267 |
| Total fiduciary and related assets | $290,039,000 | 299 |
| Managed Assets ($) | $279,868,000 | 248 |
| Non-managed Assets ($) | $10,171,000 | 329 |
| Memoranda | ||
| Gross Fiduciary activities income | $814,000 | 285 |
| 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 | $897,000 | 228 |
| Number of Managed Accounts | $850,000 | 175 |
| Number of Non-Managed Accounts | $47,000 | 269 |
| Total fiduciary and related assets | $258,929,000 | 312 |
| Managed Assets ($) | $250,387,000 | 265 |
| Non-managed Assets ($) | $8,542,000 | 334 |
| Memoranda | ||
| Gross Fiduciary activities income | $401,000 | 283 |
| 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 | $889,000 | 254 |
| Number of Managed Accounts | $842,000 | 184 |
| Number of Non-Managed Accounts | $47,000 | 555 |
| Total fiduciary and related assets | $264,498,000 | 318 |
| Managed Assets ($) | $256,329,000 | 270 |
| Non-managed Assets ($) | $8,169,000 | 638 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,831,000 | 280 |
| 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 | $890,000 | 229 |
| Number of Managed Accounts | $842,000 | 176 |
| Number of Non-Managed Accounts | $48,000 | 281 |
| Total fiduciary and related assets | $293,614,000 | 310 |
| Managed Assets ($) | $284,111,000 | 257 |
| Non-managed Assets ($) | $9,503,000 | 355 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,435,000 | 279 |
| 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 | $885,000 | 237 |
| Number of Managed Accounts | $838,000 | 180 |
| Number of Non-Managed Accounts | $47,000 | 285 |
| Total fiduciary and related assets | $327,229,000 | 306 |
| Managed Assets ($) | $317,522,000 | 251 |
| Non-managed Assets ($) | $9,707,000 | 357 |
| Memoranda | ||
| Gross Fiduciary activities income | $978,000 | 283 |
| 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 | $883,000 | 240 |
| Number of Managed Accounts | $838,000 | 183 |
| Number of Non-Managed Accounts | $45,000 | 292 |
| Total fiduciary and related assets | $346,325,000 | 307 |
| Managed Assets ($) | $336,532,000 | 249 |
| Non-managed Assets ($) | $9,793,000 | 364 |
| Memoranda | ||
| Gross Fiduciary activities income | $505,000 | 276 |
| 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 | $893,000 | 255 |
| Number of Managed Accounts | $845,000 | 185 |
| Number of Non-Managed Accounts | $48,000 | 557 |
| Total fiduciary and related assets | $362,327,000 | 305 |
| Managed Assets ($) | $351,661,000 | 248 |
| Non-managed Assets ($) | $10,666,000 | 642 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,957,000 | 280 |
| 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 | $855,000 | 239 |
| Number of Managed Accounts | $811,000 | 185 |
| Number of Non-Managed Accounts | $44,000 | 280 |
| Total fiduciary and related assets | $370,192,000 | 302 |
| Managed Assets ($) | $359,382,000 | 243 |
| Non-managed Assets ($) | $10,810,000 | 344 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,451,000 | 279 |
| 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 | $859,000 | 241 |
| Number of Managed Accounts | $821,000 | 185 |
| Number of Non-Managed Accounts | $38,000 | 301 |
| Total fiduciary and related assets | $354,288,000 | 314 |
| Managed Assets ($) | $345,803,000 | 250 |
| Non-managed Assets ($) | $8,485,000 | 365 |
| Memoranda | ||
| Gross Fiduciary activities income | $959,000 | 285 |
| 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 | $826,000 | 244 |
| Number of Managed Accounts | $788,000 | 190 |
| Number of Non-Managed Accounts | $38,000 | 303 |
| Total fiduciary and related assets | $334,191,000 | 321 |
| Managed Assets ($) | $325,903,000 | 257 |
| Non-managed Assets ($) | $8,288,000 | 367 |
| Memoranda | ||
| Gross Fiduciary activities income | $487,000 | 280 |
| 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 | $790,000 | 272 |
| Number of Managed Accounts | $752,000 | 204 |
| Number of Non-Managed Accounts | $38,000 | 631 |
| Total fiduciary and related assets | $324,285,000 | 325 |
| Managed Assets ($) | $315,680,000 | 264 |
| Non-managed Assets ($) | $8,605,000 | 677 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,763,000 | 288 |
| 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 | $772,000 | 254 |
| Number of Managed Accounts | $734,000 | 201 |
| Number of Non-Managed Accounts | $38,000 | 302 |
| Total fiduciary and related assets | $315,051,000 | 328 |
| Managed Assets ($) | $306,475,000 | 269 |
| Non-managed Assets ($) | $8,576,000 | 356 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,320,000 | 296 |
| 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 | $768,000 | 257 |
| Number of Managed Accounts | $730,000 | 210 |
| Number of Non-Managed Accounts | $38,000 | 307 |
| Total fiduciary and related assets | $307,779,000 | 335 |
| Managed Assets ($) | $299,239,000 | 273 |
| Non-managed Assets ($) | $8,540,000 | 361 |
| Memoranda | ||
| Gross Fiduciary activities income | $892,000 | 297 |
| 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 | $751,000 | 265 |
| Number of Managed Accounts | $714,000 | 212 |
| Number of Non-Managed Accounts | $37,000 | 311 |
| Total fiduciary and related assets | $308,920,000 | 330 |
| Managed Assets ($) | $300,401,000 | 270 |
| Non-managed Assets ($) | $8,519,000 | 364 |
| Memoranda | ||
| Gross Fiduciary activities income | $458,000 | 291 |
| 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 | $718,000 | 295 |
| Number of Managed Accounts | $680,000 | 228 |
| Number of Non-Managed Accounts | $38,000 | 645 |
| Total fiduciary and related assets | $299,405,000 | 344 |
| Managed Assets ($) | $290,699,000 | 272 |
| Non-managed Assets ($) | $8,706,000 | 679 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,652,000 | 308 |
| 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 | $710,000 | 261 |
| Number of Managed Accounts | $666,000 | 218 |
| Number of Non-Managed Accounts | $44,000 | 297 |
| Total fiduciary and related assets | $290,929,000 | 335 |
| Managed Assets ($) | $281,296,000 | 272 |
| Non-managed Assets ($) | $9,633,000 | 360 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,239,000 | 302 |
| 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 | $690,000 | 269 |
| Number of Managed Accounts | $645,000 | 220 |
| Number of Non-Managed Accounts | $45,000 | 303 |
| Total fiduciary and related assets | $288,694,000 | 336 |
| Managed Assets ($) | $279,044,000 | 271 |
| Non-managed Assets ($) | $9,650,000 | 371 |
| Memoranda | ||
| Gross Fiduciary activities income | $835,000 | 300 |
| 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 | $662,000 | 274 |
| Number of Managed Accounts | $619,000 | 226 |
| Number of Non-Managed Accounts | $43,000 | 309 |
| Total fiduciary and related assets | $298,304,000 | 330 |
| Managed Assets ($) | $288,636,000 | 265 |
| Non-managed Assets ($) | $9,668,000 | 368 |
| Memoranda | ||
| Gross Fiduciary activities income | $421,000 | 299 |
| 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 | $621,000 | 321 |
| Number of Managed Accounts | $578,000 | 250 |
| Number of Non-Managed Accounts | $43,000 | 632 |
| Total fiduciary and related assets | $307,881,000 | 326 |
| Managed Assets ($) | $297,216,000 | 258 |
| Non-managed Assets ($) | $10,665,000 | 621 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,547,000 | 295 |
| 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 | $621,000 | 280 |
| Number of Managed Accounts | $578,000 | 235 |
| Number of Non-Managed Accounts | $43,000 | 314 |
| Total fiduciary and related assets | $328,862,000 | 303 |
| Managed Assets ($) | $319,131,000 | 238 |
| Non-managed Assets ($) | $9,731,000 | 359 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,140,000 | 304 |
| 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 | $609,000 | 287 |
| Number of Managed Accounts | $567,000 | 237 |
| Number of Non-Managed Accounts | $42,000 | 321 |
| Total fiduciary and related assets | $265,155,000 | 350 |
| Managed Assets ($) | $256,180,000 | 275 |
| Non-managed Assets ($) | $8,975,000 | 371 |
| Memoranda | ||
| Gross Fiduciary activities income | $768,000 | 303 |
| 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 | $596,000 | 293 |
| Number of Managed Accounts | $554,000 | 243 |
| Number of Non-Managed Accounts | $42,000 | 327 |
| Total fiduciary and related assets | $265,588,000 | 355 |
| Managed Assets ($) | $256,037,000 | 276 |
| Non-managed Assets ($) | $9,551,000 | 374 |
| Memoranda | ||
| Gross Fiduciary activities income | $378,000 | 307 |
| 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 | $595,000 | 349 |
| Number of Managed Accounts | $548,000 | 269 |
| Number of Non-Managed Accounts | $47,000 | 628 |
| Total fiduciary and related assets | $250,869,000 | 375 |
| Managed Assets ($) | $239,183,000 | 294 |
| Non-managed Assets ($) | $11,686,000 | 624 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,406,000 | 321 |
| 2003-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 473 |
| Number of Managed Accounts | $0 | 442 |
| Number of Non-Managed Accounts | $0 | 446 |
| Total fiduciary and related assets | $0 | 472 |
| Managed Assets ($) | $0 | 442 |
| Non-managed Assets ($) | $0 | 445 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,051,000 | 329 |
| 2003-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 474 |
| Number of Managed Accounts | $0 | 446 |
| Number of Non-Managed Accounts | $0 | 448 |
| Total fiduciary and related assets | $0 | 473 |
| Managed Assets ($) | $0 | 446 |
| Non-managed Assets ($) | $0 | 447 |
| Memoranda | ||
| Gross Fiduciary activities income | $714,000 | 329 |
| 2003-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 491 |
| Number of Managed Accounts | $0 | 461 |
| Number of Non-Managed Accounts | $0 | 460 |
| Total fiduciary and related assets | $0 | 490 |
| Managed Assets ($) | $0 | 461 |
| Non-managed Assets ($) | $0 | 458 |
| Memoranda | ||
| Gross Fiduciary activities income | $345,000 | 340 |
| 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 | $639,000 | 340 |
| Number of Managed Accounts | $578,000 | 275 |
| Number of Non-Managed Accounts | $61,000 | 568 |
| Total fiduciary and related assets | $200,333,000 | 416 |
| Managed Assets ($) | $190,255,000 | 340 |
| Non-managed Assets ($) | $10,078,000 | 646 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,266,000 | 265 |
| 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 | $814,000 | 274 |
| Number of Managed Accounts | $724,000 | 216 |
| Number of Non-Managed Accounts | $90,000 | 434 |
| Total fiduciary and related assets | $233,072,000 | 370 |
| Managed Assets ($) | $204,111,000 | 325 |
| Non-managed Assets ($) | $28,961,000 | 428 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,632,000 | 322 |
| 2000-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,774,000 | 303 |
| 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 | $3,128,000 | 256 |
| 1998-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,910,000 | 330 |
| 1997-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,635,000 | 364 |
| 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 | $1,493,000 | 410 |
| 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 | $1,796,000 | 397 |
| 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 | $1,730,000 | 396 |
| 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 | $1,687,000 | 413 |
| 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 | $1,399,000 | 460 |