Home > Northwest Bank > Fiduciary and Related Services
Northwest Bank, Fiduciary and Related Services
| 2024-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 6 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,688,000 | 158 |
| Number of Managed Accounts | $1,451,000 | 143 |
| Number of Non-Managed Accounts | $237,000 | 150 |
| Total fiduciary and related assets | $2,239,785,000 | 183 |
| Managed Assets ($) | $1,341,437,000 | 187 |
| Non-managed Assets ($) | $898,348,000 | 130 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,679,000 | 181 |
| 2024-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 3 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,702,000 | 156 |
| Number of Managed Accounts | $1,465,000 | 141 |
| Number of Non-Managed Accounts | $237,000 | 123 |
| Total fiduciary and related assets | $2,316,454,000 | 172 |
| Managed Assets ($) | $1,394,967,000 | 185 |
| Non-managed Assets ($) | $921,487,000 | 129 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,824,000 | 180 |
| 2024-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 2 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,817,000 | 153 |
| Number of Managed Accounts | $1,578,000 | 134 |
| Number of Non-Managed Accounts | $239,000 | 135 |
| Total fiduciary and related assets | $2,231,233,000 | 177 |
| Managed Assets ($) | $1,359,886,000 | 185 |
| Non-managed Assets ($) | $871,347,000 | 134 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,600,000 | 188 |
| 2024-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 7 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,845,000 | 151 |
| Number of Managed Accounts | $1,605,000 | 135 |
| Number of Non-Managed Accounts | $240,000 | 123 |
| Total fiduciary and related assets | $2,277,330,000 | 176 |
| Managed Assets ($) | $1,404,546,000 | 183 |
| Non-managed Assets ($) | $872,784,000 | 133 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,806,000 | 168 |
| 2023-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 4 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,883,000 | 148 |
| Number of Managed Accounts | $1,632,000 | 130 |
| Number of Non-Managed Accounts | $251,000 | 142 |
| Total fiduciary and related assets | $2,182,513,000 | 171 |
| Managed Assets ($) | $1,332,539,000 | 178 |
| Non-managed Assets ($) | $849,974,000 | 132 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,699,000 | 164 |
| 2023-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 5 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,897,000 | 142 |
| Number of Managed Accounts | $1,643,000 | 126 |
| Number of Non-Managed Accounts | $254,000 | 117 |
| Total fiduciary and related assets | $2,059,171,000 | 173 |
| Managed Assets ($) | $1,258,337,000 | 177 |
| Non-managed Assets ($) | $800,834,000 | 134 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,048,000 | 164 |
| 2023-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 3 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,898,000 | 144 |
| Number of Managed Accounts | $1,636,000 | 129 |
| Number of Non-Managed Accounts | $262,000 | 124 |
| Total fiduciary and related assets | $2,144,413,000 | 168 |
| Managed Assets ($) | $1,311,563,000 | 171 |
| Non-managed Assets ($) | $832,850,000 | 127 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,030,000 | 169 |
| 2023-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,926,000 | 151 |
| Number of Managed Accounts | $1,650,000 | 133 |
| Number of Non-Managed Accounts | $276,000 | 120 |
| Total fiduciary and related assets | $2,145,830,000 | 174 |
| Managed Assets ($) | $1,289,060,000 | 179 |
| Non-managed Assets ($) | $856,770,000 | 135 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,337,000 | 179 |
| 2022-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,956,000 | 151 |
| Number of Managed Accounts | $1,668,000 | 134 |
| Number of Non-Managed Accounts | $288,000 | 132 |
| Total fiduciary and related assets | $2,071,961,000 | 174 |
| Managed Assets ($) | $1,240,393,000 | 184 |
| Non-managed Assets ($) | $831,568,000 | 133 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,510,000 | 164 |
| 2022-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,940,000 | 148 |
| Number of Managed Accounts | $1,648,000 | 135 |
| Number of Non-Managed Accounts | $292,000 | 119 |
| Total fiduciary and related assets | $2,007,697,000 | 169 |
| Managed Assets ($) | $1,168,524,000 | 183 |
| Non-managed Assets ($) | $839,173,000 | 132 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,775,000 | 165 |
| 2022-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,946,000 | 134 |
| Number of Managed Accounts | $1,654,000 | 124 |
| Number of Non-Managed Accounts | $292,000 | 108 |
| Total fiduciary and related assets | $2,114,722,000 | 138 |
| Managed Assets ($) | $1,237,544,000 | 154 |
| Non-managed Assets ($) | $877,178,000 | 104 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,061,000 | 135 |
| 2022-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,986,000 | 130 |
| Number of Managed Accounts | $1,690,000 | 124 |
| Number of Non-Managed Accounts | $296,000 | 106 |
| Total fiduciary and related assets | $2,381,427,000 | 140 |
| Managed Assets ($) | $1,382,052,000 | 154 |
| Non-managed Assets ($) | $999,375,000 | 104 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,944,000 | 138 |
| 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 | $2,026,000 | 131 |
| Number of Managed Accounts | $1,717,000 | 122 |
| Number of Non-Managed Accounts | $309,000 | 116 |
| Total fiduciary and related assets | $2,558,335,000 | 137 |
| Managed Assets ($) | $1,456,508,000 | 154 |
| Non-managed Assets ($) | $1,101,827,000 | 100 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,304,000 | 133 |
| 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 | $2,040,000 | 126 |
| Number of Managed Accounts | $1,734,000 | 122 |
| Number of Non-Managed Accounts | $306,000 | 103 |
| Total fiduciary and related assets | $2,476,418,000 | 138 |
| Managed Assets ($) | $1,405,939,000 | 154 |
| Non-managed Assets ($) | $1,070,479,000 | 99 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,353,000 | 133 |
| 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 | $2,078,000 | 122 |
| Number of Managed Accounts | $1,767,000 | 121 |
| Number of Non-Managed Accounts | $311,000 | 106 |
| Total fiduciary and related assets | $2,490,967,000 | 138 |
| Managed Assets ($) | $1,407,766,000 | 153 |
| Non-managed Assets ($) | $1,083,201,000 | 99 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,249,000 | 130 |
| 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 | $2,105,000 | 122 |
| Number of Managed Accounts | $1,803,000 | 116 |
| Number of Non-Managed Accounts | $302,000 | 107 |
| Total fiduciary and related assets | $2,414,181,000 | 136 |
| Managed Assets ($) | $1,364,558,000 | 153 |
| Non-managed Assets ($) | $1,049,623,000 | 99 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,979,000 | 134 |
| 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 | $2,130,000 | 123 |
| Number of Managed Accounts | $1,829,000 | 115 |
| Number of Non-Managed Accounts | $301,000 | 120 |
| Total fiduciary and related assets | $2,321,800,000 | 138 |
| Managed Assets ($) | $1,318,508,000 | 155 |
| Non-managed Assets ($) | $1,003,292,000 | 99 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,208,000 | 151 |
| 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 | $2,134,000 | 120 |
| Number of Managed Accounts | $1,824,000 | 113 |
| Number of Non-Managed Accounts | $310,000 | 106 |
| Total fiduciary and related assets | $2,130,591,000 | 137 |
| Managed Assets ($) | $1,225,262,000 | 152 |
| Non-managed Assets ($) | $905,329,000 | 98 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,471,000 | 155 |
| 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 | $2,152,000 | 120 |
| Number of Managed Accounts | $1,846,000 | 112 |
| Number of Non-Managed Accounts | $306,000 | 112 |
| Total fiduciary and related assets | $2,013,364,000 | 141 |
| Managed Assets ($) | $1,183,223,000 | 154 |
| Non-managed Assets ($) | $830,141,000 | 100 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,040,000 | 164 |
| 2020-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,315,000 | 177 |
| Number of Managed Accounts | $1,137,000 | 161 |
| Number of Non-Managed Accounts | $178,000 | 142 |
| Total fiduciary and related assets | $1,355,318,000 | 167 |
| Managed Assets ($) | $753,336,000 | 181 |
| Non-managed Assets ($) | $601,982,000 | 108 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,889,000 | 172 |
| 2019-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,331,000 | 181 |
| Number of Managed Accounts | $1,151,000 | 164 |
| Number of Non-Managed Accounts | $180,000 | 178 |
| Total fiduciary and related assets | $1,629,606,000 | 159 |
| Managed Assets ($) | $896,173,000 | 176 |
| Non-managed Assets ($) | $733,433,000 | 106 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,460,000 | 172 |
| 2019-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,334,000 | 174 |
| Number of Managed Accounts | $1,152,000 | 158 |
| Number of Non-Managed Accounts | $182,000 | 142 |
| Total fiduciary and related assets | $1,553,003,000 | 162 |
| Managed Assets ($) | $852,898,000 | 175 |
| Non-managed Assets ($) | $700,105,000 | 109 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,600,000 | 169 |
| 2019-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,350,000 | 175 |
| Number of Managed Accounts | $1,162,000 | 160 |
| Number of Non-Managed Accounts | $188,000 | 140 |
| Total fiduciary and related assets | $1,565,350,000 | 162 |
| Managed Assets ($) | $848,043,000 | 175 |
| Non-managed Assets ($) | $717,307,000 | 107 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,586,000 | 171 |
| 2019-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,360,000 | 172 |
| Number of Managed Accounts | $1,171,000 | 161 |
| Number of Non-Managed Accounts | $189,000 | 145 |
| Total fiduciary and related assets | $1,524,965,000 | 163 |
| Managed Assets ($) | $834,331,000 | 174 |
| Non-managed Assets ($) | $690,634,000 | 107 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,791,000 | 170 |
| 2018-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,376,000 | 173 |
| Number of Managed Accounts | $1,188,000 | 161 |
| Number of Non-Managed Accounts | $188,000 | 176 |
| Total fiduciary and related assets | $1,416,717,000 | 161 |
| Managed Assets ($) | $772,789,000 | 178 |
| Non-managed Assets ($) | $643,928,000 | 110 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,416,000 | 168 |
| 2018-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,376,000 | 168 |
| Number of Managed Accounts | $1,187,000 | 157 |
| Number of Non-Managed Accounts | $189,000 | 149 |
| Total fiduciary and related assets | $1,570,187,000 | 156 |
| Managed Assets ($) | $860,680,000 | 172 |
| Non-managed Assets ($) | $709,507,000 | 109 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,584,000 | 168 |
| 2018-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,382,000 | 170 |
| Number of Managed Accounts | $1,189,000 | 158 |
| Number of Non-Managed Accounts | $193,000 | 148 |
| Total fiduciary and related assets | $1,535,149,000 | 157 |
| Managed Assets ($) | $837,774,000 | 174 |
| Non-managed Assets ($) | $697,375,000 | 107 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,646,000 | 171 |
| 2018-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,381,000 | 170 |
| Number of Managed Accounts | $1,191,000 | 154 |
| Number of Non-Managed Accounts | $190,000 | 149 |
| Total fiduciary and related assets | $1,529,116,000 | 158 |
| Managed Assets ($) | $849,230,000 | 171 |
| Non-managed Assets ($) | $679,886,000 | 110 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,849,000 | 172 |
| 2017-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,380,000 | 174 |
| Number of Managed Accounts | $1,190,000 | 156 |
| Number of Non-Managed Accounts | $190,000 | 182 |
| Total fiduciary and related assets | $1,549,036,000 | 158 |
| Managed Assets ($) | $865,529,000 | 169 |
| Non-managed Assets ($) | $683,507,000 | 110 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,157,000 | 170 |
| 2017-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,371,000 | 174 |
| Number of Managed Accounts | $1,178,000 | 154 |
| Number of Non-Managed Accounts | $193,000 | 148 |
| Total fiduciary and related assets | $1,484,844,000 | 159 |
| Managed Assets ($) | $813,781,000 | 175 |
| Non-managed Assets ($) | $671,063,000 | 110 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,289,000 | 171 |
| 2017-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,378,000 | 169 |
| Number of Managed Accounts | $1,182,000 | 153 |
| Number of Non-Managed Accounts | $196,000 | 146 |
| Total fiduciary and related assets | $1,444,055,000 | 156 |
| Managed Assets ($) | $788,311,000 | 171 |
| Non-managed Assets ($) | $655,744,000 | 110 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,456,000 | 168 |
| 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 | $1,376,000 | 168 |
| Number of Managed Accounts | $1,180,000 | 154 |
| Number of Non-Managed Accounts | $196,000 | 142 |
| Total fiduciary and related assets | $1,453,584,000 | 152 |
| Managed Assets ($) | $803,623,000 | 169 |
| Non-managed Assets ($) | $649,961,000 | 109 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,685,000 | 171 |
| 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 | $1,376,000 | 172 |
| Number of Managed Accounts | $1,174,000 | 153 |
| Number of Non-Managed Accounts | $202,000 | 173 |
| Total fiduciary and related assets | $1,446,831,000 | 148 |
| Managed Assets ($) | $804,894,000 | 168 |
| Non-managed Assets ($) | $641,937,000 | 107 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,792,000 | 160 |
| 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 | $1,380,000 | 166 |
| Number of Managed Accounts | $1,169,000 | 153 |
| Number of Non-Managed Accounts | $211,000 | 139 |
| Total fiduciary and related assets | $1,399,195,000 | 151 |
| Managed Assets ($) | $776,296,000 | 172 |
| Non-managed Assets ($) | $622,899,000 | 107 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,282,000 | 157 |
| 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 | $1,403,000 | 164 |
| Number of Managed Accounts | $1,183,000 | 155 |
| Number of Non-Managed Accounts | $220,000 | 140 |
| Total fiduciary and related assets | $1,390,448,000 | 148 |
| Managed Assets ($) | $766,342,000 | 171 |
| Non-managed Assets ($) | $624,106,000 | 108 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,479,000 | 158 |
| 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 | $1,422,000 | 163 |
| Number of Managed Accounts | $1,201,000 | 152 |
| Number of Non-Managed Accounts | $221,000 | 140 |
| Total fiduciary and related assets | $1,365,403,000 | 151 |
| Managed Assets ($) | $759,896,000 | 169 |
| Non-managed Assets ($) | $605,507,000 | 110 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,729,000 | 155 |
| 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 | $1,423,000 | 167 |
| Number of Managed Accounts | $1,201,000 | 152 |
| Number of Non-Managed Accounts | $222,000 | 170 |
| Total fiduciary and related assets | $1,342,051,000 | 150 |
| Managed Assets ($) | $750,647,000 | 170 |
| Non-managed Assets ($) | $591,404,000 | 109 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,342,000 | 172 |
| 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 | $1,425,000 | 159 |
| Number of Managed Accounts | $1,209,000 | 147 |
| Number of Non-Managed Accounts | $216,000 | 141 |
| Total fiduciary and related assets | $1,306,382,000 | 153 |
| Managed Assets ($) | $719,725,000 | 172 |
| Non-managed Assets ($) | $586,657,000 | 109 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,565,000 | 177 |
| 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 | $1,036,000 | 204 |
| Number of Managed Accounts | $843,000 | 195 |
| Number of Non-Managed Accounts | $193,000 | 150 |
| Total fiduciary and related assets | $1,245,285,000 | 164 |
| Managed Assets ($) | $634,641,000 | 190 |
| Non-managed Assets ($) | $610,644,000 | 112 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,932,000 | 183 |
| 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 | $1,052,000 | 200 |
| Number of Managed Accounts | $855,000 | 191 |
| Number of Non-Managed Accounts | $197,000 | 152 |
| Total fiduciary and related assets | $1,258,853,000 | 162 |
| Managed Assets ($) | $654,142,000 | 188 |
| Non-managed Assets ($) | $604,711,000 | 112 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,454,000 | 187 |
| 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 | $1,058,000 | 207 |
| Number of Managed Accounts | $870,000 | 189 |
| Number of Non-Managed Accounts | $188,000 | 200 |
| Total fiduciary and related assets | $1,252,293,000 | 161 |
| Managed Assets ($) | $661,792,000 | 185 |
| Non-managed Assets ($) | $590,501,000 | 112 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,101,000 | 170 |
| 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 | $1,067,000 | 202 |
| Number of Managed Accounts | $878,000 | 186 |
| Number of Non-Managed Accounts | $189,000 | 149 |
| Total fiduciary and related assets | $1,218,099,000 | 161 |
| Managed Assets ($) | $649,285,000 | 186 |
| Non-managed Assets ($) | $568,814,000 | 111 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,520,000 | 170 |
| 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 | $1,082,000 | 198 |
| Number of Managed Accounts | $892,000 | 180 |
| Number of Non-Managed Accounts | $190,000 | 149 |
| Total fiduciary and related assets | $1,248,989,000 | 157 |
| Managed Assets ($) | $660,900,000 | 179 |
| Non-managed Assets ($) | $588,089,000 | 108 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,994,000 | 168 |
| 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 | $1,096,000 | 197 |
| Number of Managed Accounts | $903,000 | 180 |
| Number of Non-Managed Accounts | $193,000 | 155 |
| Total fiduciary and related assets | $1,215,935,000 | 158 |
| Managed Assets ($) | $647,498,000 | 177 |
| Non-managed Assets ($) | $568,437,000 | 108 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,524,000 | 168 |
| 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 | $1,155,000 | 193 |
| Number of Managed Accounts | $960,000 | 173 |
| Number of Non-Managed Accounts | $195,000 | 204 |
| Total fiduciary and related assets | $1,258,226,000 | 156 |
| Managed Assets ($) | $648,872,000 | 174 |
| Non-managed Assets ($) | $609,354,000 | 107 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,343,000 | 173 |
| 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 | $1,299,000 | 169 |
| Number of Managed Accounts | $1,101,000 | 147 |
| Number of Non-Managed Accounts | $198,000 | 154 |
| Total fiduciary and related assets | $1,221,650,000 | 152 |
| Managed Assets ($) | $655,522,000 | 169 |
| Non-managed Assets ($) | $566,128,000 | 109 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,973,000 | 170 |
| 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 | $1,347,000 | 160 |
| Number of Managed Accounts | $1,145,000 | 139 |
| Number of Non-Managed Accounts | $202,000 | 155 |
| Total fiduciary and related assets | $1,195,998,000 | 150 |
| Managed Assets ($) | $651,826,000 | 165 |
| Non-managed Assets ($) | $544,172,000 | 107 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,646,000 | 167 |
| 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 | $1,375,000 | 161 |
| Number of Managed Accounts | $1,172,000 | 137 |
| Number of Non-Managed Accounts | $203,000 | 160 |
| Total fiduciary and related assets | $1,205,478,000 | 149 |
| Managed Assets ($) | $669,882,000 | 165 |
| Non-managed Assets ($) | $535,596,000 | 107 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,297,000 | 169 |
| 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 | $1,384,000 | 167 |
| Number of Managed Accounts | $1,178,000 | 141 |
| Number of Non-Managed Accounts | $206,000 | 208 |
| Total fiduciary and related assets | $1,131,096,000 | 150 |
| Managed Assets ($) | $635,315,000 | 167 |
| Non-managed Assets ($) | $495,781,000 | 113 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,052,000 | 170 |
| 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 | $1,397,000 | 153 |
| Number of Managed Accounts | $1,195,000 | 133 |
| Number of Non-Managed Accounts | $202,000 | 149 |
| Total fiduciary and related assets | $1,107,240,000 | 151 |
| Managed Assets ($) | $616,816,000 | 168 |
| Non-managed Assets ($) | $490,424,000 | 109 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,915,000 | 163 |
| 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 | $1,457,000 | 147 |
| Number of Managed Accounts | $1,261,000 | 122 |
| Number of Non-Managed Accounts | $196,000 | 155 |
| Total fiduciary and related assets | $1,046,320,000 | 151 |
| Managed Assets ($) | $577,904,000 | 165 |
| Non-managed Assets ($) | $468,416,000 | 115 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,645,000 | 162 |
| 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 | $1,551,000 | 141 |
| Number of Managed Accounts | $1,371,000 | 114 |
| Number of Non-Managed Accounts | $180,000 | 159 |
| Total fiduciary and related assets | $1,044,927,000 | 149 |
| Managed Assets ($) | $607,267,000 | 164 |
| Non-managed Assets ($) | $437,660,000 | 115 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,319,000 | 165 |
| 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 | $1,795,000 | 124 |
| Number of Managed Accounts | $1,612,000 | 99 |
| Number of Non-Managed Accounts | $183,000 | 223 |
| Total fiduciary and related assets | $993,618,000 | 150 |
| Managed Assets ($) | $585,647,000 | 163 |
| Non-managed Assets ($) | $407,971,000 | 114 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,155,000 | 142 |
| 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 | $1,860,000 | 114 |
| Number of Managed Accounts | $1,682,000 | 96 |
| Number of Non-Managed Accounts | $178,000 | 163 |
| Total fiduciary and related assets | $921,962,000 | 155 |
| Managed Assets ($) | $543,689,000 | 166 |
| Non-managed Assets ($) | $378,273,000 | 115 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,926,000 | 140 |
| 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 | $1,851,000 | 117 |
| Number of Managed Accounts | $1,653,000 | 97 |
| Number of Non-Managed Accounts | $198,000 | 159 |
| Total fiduciary and related assets | $989,485,000 | 155 |
| Managed Assets ($) | $579,938,000 | 166 |
| Non-managed Assets ($) | $409,547,000 | 117 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,672,000 | 140 |
| 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 | $1,811,000 | 115 |
| Number of Managed Accounts | $1,614,000 | 93 |
| Number of Non-Managed Accounts | $197,000 | 161 |
| Total fiduciary and related assets | $976,731,000 | 158 |
| Managed Assets ($) | $571,087,000 | 166 |
| Non-managed Assets ($) | $405,644,000 | 118 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,254,000 | 143 |
| 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 | $1,754,000 | 121 |
| Number of Managed Accounts | $1,556,000 | 96 |
| Number of Non-Managed Accounts | $198,000 | 221 |
| Total fiduciary and related assets | $927,622,000 | 162 |
| Managed Assets ($) | $540,823,000 | 169 |
| Non-managed Assets ($) | $386,799,000 | 120 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,506,000 | 151 |
| 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 | $1,748,000 | 116 |
| Number of Managed Accounts | $1,696,000 | 88 |
| Number of Non-Managed Accounts | $52,000 | 264 |
| Total fiduciary and related assets | $908,461,000 | 160 |
| Managed Assets ($) | $786,771,000 | 138 |
| Non-managed Assets ($) | $121,690,000 | 198 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,358,000 | 150 |
| 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 | $1,723,000 | 123 |
| Number of Managed Accounts | $1,677,000 | 87 |
| Number of Non-Managed Accounts | $46,000 | 269 |
| Total fiduciary and related assets | $860,116,000 | 158 |
| Managed Assets ($) | $712,425,000 | 139 |
| Non-managed Assets ($) | $147,691,000 | 183 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,321,000 | 149 |
| 2010-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,692,000 | 125 |
| Number of Managed Accounts | $1,547,000 | 93 |
| Number of Non-Managed Accounts | $145,000 | 187 |
| Total fiduciary and related assets | $895,744,000 | 160 |
| Managed Assets ($) | $562,436,000 | 164 |
| Non-managed Assets ($) | $333,308,000 | 126 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,103,000 | 155 |
| 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 | $1,650,000 | 139 |
| Number of Managed Accounts | $1,528,000 | 98 |
| Number of Non-Managed Accounts | $122,000 | 304 |
| Total fiduciary and related assets | $828,614,000 | 171 |
| Managed Assets ($) | $546,957,000 | 170 |
| Non-managed Assets ($) | $281,657,000 | 138 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,697,000 | 173 |
| 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 | $1,618,000 | 131 |
| Number of Managed Accounts | $1,502,000 | 96 |
| Number of Non-Managed Accounts | $116,000 | 198 |
| Total fiduciary and related assets | $759,524,000 | 180 |
| Managed Assets ($) | $502,008,000 | 180 |
| Non-managed Assets ($) | $257,516,000 | 137 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,713,000 | 175 |
| 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 | $1,556,000 | 136 |
| Number of Managed Accounts | $1,440,000 | 105 |
| Number of Non-Managed Accounts | $116,000 | 204 |
| Total fiduciary and related assets | $660,068,000 | 190 |
| Managed Assets ($) | $442,255,000 | 183 |
| Non-managed Assets ($) | $217,813,000 | 153 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,748,000 | 178 |
| 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 | $1,545,000 | 135 |
| Number of Managed Accounts | $1,432,000 | 106 |
| Number of Non-Managed Accounts | $113,000 | 202 |
| Total fiduciary and related assets | $580,769,000 | 203 |
| Managed Assets ($) | $390,228,000 | 200 |
| Non-managed Assets ($) | $190,541,000 | 152 |
| Memoranda | ||
| Gross Fiduciary activities income | $864,000 | 179 |
| 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 | $1,548,000 | 148 |
| Number of Managed Accounts | $1,433,000 | 108 |
| Number of Non-Managed Accounts | $115,000 | 326 |
| Total fiduciary and related assets | $613,447,000 | 201 |
| Managed Assets ($) | $407,622,000 | 199 |
| Non-managed Assets ($) | $205,825,000 | 157 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,086,000 | 177 |
| 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 | $1,576,000 | 137 |
| Number of Managed Accounts | $1,454,000 | 100 |
| Number of Non-Managed Accounts | $122,000 | 207 |
| Total fiduciary and related assets | $712,423,000 | 196 |
| Managed Assets ($) | $457,914,000 | 192 |
| Non-managed Assets ($) | $254,509,000 | 146 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,180,000 | 175 |
| 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 | $1,566,000 | 142 |
| Number of Managed Accounts | $1,442,000 | 105 |
| Number of Non-Managed Accounts | $124,000 | 211 |
| Total fiduciary and related assets | $747,007,000 | 198 |
| Managed Assets ($) | $491,326,000 | 192 |
| Non-managed Assets ($) | $255,681,000 | 155 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,134,000 | 179 |
| 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 | $1,515,000 | 143 |
| Number of Managed Accounts | $1,385,000 | 115 |
| Number of Non-Managed Accounts | $130,000 | 207 |
| Total fiduciary and related assets | $750,100,000 | 205 |
| Managed Assets ($) | $497,315,000 | 197 |
| Non-managed Assets ($) | $252,785,000 | 160 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,036,000 | 180 |
| 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 | $1,493,000 | 153 |
| Number of Managed Accounts | $1,364,000 | 119 |
| Number of Non-Managed Accounts | $129,000 | 307 |
| Total fiduciary and related assets | $783,238,000 | 205 |
| Managed Assets ($) | $514,940,000 | 194 |
| Non-managed Assets ($) | $268,298,000 | 160 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,844,000 | 186 |
| 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 | $1,653,000 | 129 |
| Number of Managed Accounts | $1,526,000 | 99 |
| Number of Non-Managed Accounts | $127,000 | 201 |
| Total fiduciary and related assets | $789,502,000 | 203 |
| Managed Assets ($) | $524,007,000 | 192 |
| Non-managed Assets ($) | $265,495,000 | 156 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,762,000 | 188 |
| 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 | $1,551,000 | 135 |
| Number of Managed Accounts | $1,432,000 | 109 |
| Number of Non-Managed Accounts | $119,000 | 213 |
| Total fiduciary and related assets | $608,885,000 | 239 |
| Managed Assets ($) | $464,013,000 | 215 |
| Non-managed Assets ($) | $144,872,000 | 207 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,755,000 | 200 |
| 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 | $1,383,000 | 156 |
| Number of Managed Accounts | $1,269,000 | 127 |
| Number of Non-Managed Accounts | $114,000 | 219 |
| Total fiduciary and related assets | $549,658,000 | 247 |
| Managed Assets ($) | $412,496,000 | 222 |
| Non-managed Assets ($) | $137,162,000 | 209 |
| Memoranda | ||
| Gross Fiduciary activities income | $830,000 | 205 |
| 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 | $1,292,000 | 177 |
| Number of Managed Accounts | $1,186,000 | 137 |
| Number of Non-Managed Accounts | $106,000 | 354 |
| Total fiduciary and related assets | $437,101,000 | 278 |
| Managed Assets ($) | $311,495,000 | 266 |
| Non-managed Assets ($) | $125,606,000 | 226 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,056,000 | 201 |
| 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 | $1,207,000 | 178 |
| Number of Managed Accounts | $1,107,000 | 147 |
| Number of Non-Managed Accounts | $100,000 | 230 |
| Total fiduciary and related assets | $464,422,000 | 271 |
| Managed Assets ($) | $347,311,000 | 248 |
| Non-managed Assets ($) | $117,111,000 | 229 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,230,000 | 209 |
| 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 | $1,161,000 | 185 |
| Number of Managed Accounts | $1,068,000 | 152 |
| Number of Non-Managed Accounts | $93,000 | 243 |
| Total fiduciary and related assets | $444,861,000 | 280 |
| Managed Assets ($) | $334,405,000 | 254 |
| Non-managed Assets ($) | $110,456,000 | 238 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,468,000 | 220 |
| 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 | $1,065,000 | 197 |
| Number of Managed Accounts | $973,000 | 164 |
| Number of Non-Managed Accounts | $92,000 | 246 |
| Total fiduciary and related assets | $440,394,000 | 286 |
| Managed Assets ($) | $330,854,000 | 250 |
| Non-managed Assets ($) | $109,540,000 | 240 |
| Memoranda | ||
| Gross Fiduciary activities income | $709,000 | 224 |
| 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 | $1,028,000 | 216 |
| Number of Managed Accounts | $942,000 | 173 |
| Number of Non-Managed Accounts | $86,000 | 423 |
| Total fiduciary and related assets | $405,927,000 | 292 |
| Managed Assets ($) | $314,540,000 | 258 |
| Non-managed Assets ($) | $91,387,000 | 267 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,594,000 | 226 |
| 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 | $1,005,000 | 196 |
| Number of Managed Accounts | $915,000 | 166 |
| Number of Non-Managed Accounts | $90,000 | 250 |
| Total fiduciary and related assets | $403,840,000 | 285 |
| Managed Assets ($) | $310,128,000 | 255 |
| Non-managed Assets ($) | $93,712,000 | 238 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,920,000 | 224 |
| 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 | $977,000 | 208 |
| Number of Managed Accounts | $893,000 | 170 |
| Number of Non-Managed Accounts | $84,000 | 256 |
| Total fiduciary and related assets | $379,148,000 | 294 |
| Managed Assets ($) | $290,692,000 | 264 |
| Non-managed Assets ($) | $88,456,000 | 242 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,249,000 | 226 |
| 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 | $940,000 | 213 |
| Number of Managed Accounts | $851,000 | 180 |
| Number of Non-Managed Accounts | $89,000 | 255 |
| Total fiduciary and related assets | $365,887,000 | 297 |
| Managed Assets ($) | $285,121,000 | 270 |
| Non-managed Assets ($) | $80,766,000 | 249 |
| Memoranda | ||
| Gross Fiduciary activities income | $600,000 | 238 |
| 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 | $917,000 | 240 |
| Number of Managed Accounts | $886,000 | 177 |
| Number of Non-Managed Accounts | $31,000 | 719 |
| Total fiduciary and related assets | $359,057,000 | 297 |
| Managed Assets ($) | $326,672,000 | 241 |
| Non-managed Assets ($) | $32,385,000 | 416 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,256,000 | 238 |
| 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 | $899,000 | 225 |
| Number of Managed Accounts | $882,000 | 176 |
| Number of Non-Managed Accounts | $17,000 | 362 |
| Total fiduciary and related assets | $359,462,000 | 293 |
| Managed Assets ($) | $349,632,000 | 227 |
| Non-managed Assets ($) | $9,830,000 | 358 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,643,000 | 251 |
| 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 | $870,000 | 233 |
| Number of Managed Accounts | $855,000 | 180 |
| Number of Non-Managed Accounts | $15,000 | 377 |
| Total fiduciary and related assets | $349,232,000 | 295 |
| Managed Assets ($) | $341,324,000 | 231 |
| Non-managed Assets ($) | $7,908,000 | 378 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,035,000 | 261 |
| 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 | $823,000 | 242 |
| Number of Managed Accounts | $810,000 | 185 |
| Number of Non-Managed Accounts | $13,000 | 385 |
| Total fiduciary and related assets | $336,747,000 | 306 |
| Managed Assets ($) | $328,725,000 | 239 |
| Non-managed Assets ($) | $8,022,000 | 382 |
| Memoranda | ||
| Gross Fiduciary activities income | $498,000 | 266 |
| 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 | $786,000 | 288 |
| Number of Managed Accounts | $774,000 | 200 |
| Number of Non-Managed Accounts | $12,000 | 963 |
| Total fiduciary and related assets | $313,912,000 | 330 |
| Managed Assets ($) | $307,998,000 | 249 |
| Non-managed Assets ($) | $5,914,000 | 766 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,765,000 | 283 |
| 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 | $731,000 | 273 |
| Number of Managed Accounts | $718,000 | 208 |
| Number of Non-Managed Accounts | $13,000 | 393 |
| Total fiduciary and related assets | $301,231,000 | 334 |
| Managed Assets ($) | $295,212,000 | 256 |
| Non-managed Assets ($) | $6,019,000 | 395 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,283,000 | 300 |
| 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 | $655,000 | 290 |
| Number of Managed Accounts | $645,000 | 225 |
| Number of Non-Managed Accounts | $10,000 | 406 |
| Total fiduciary and related assets | $297,181,000 | 335 |
| Managed Assets ($) | $291,103,000 | 258 |
| Non-managed Assets ($) | $6,078,000 | 399 |
| Memoranda | ||
| Gross Fiduciary activities income | $834,000 | 308 |
| 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 | $630,000 | 301 |
| Number of Managed Accounts | $617,000 | 243 |
| Number of Non-Managed Accounts | $13,000 | 408 |
| Total fiduciary and related assets | $263,471,000 | 356 |
| Managed Assets ($) | $257,354,000 | 274 |
| Non-managed Assets ($) | $6,117,000 | 408 |
| Memoranda | ||
| Gross Fiduciary activities income | $410,000 | 313 |
| 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 | $609,000 | 356 |
| Number of Managed Accounts | $596,000 | 269 |
| Number of Non-Managed Accounts | $13,000 | 963 |
| Total fiduciary and related assets | $265,642,000 | 359 |
| Managed Assets ($) | $260,260,000 | 277 |
| Non-managed Assets ($) | $5,382,000 | 791 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,719,000 | 308 |
| 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 | $555,000 | 356 |
| Number of Managed Accounts | $548,000 | 269 |
| Number of Non-Managed Accounts | $7,000 | 1,047 |
| Total fiduciary and related assets | $336,354,000 | 300 |
| Managed Assets ($) | $335,253,000 | 244 |
| Non-managed Assets ($) | $1,101,000 | 1,048 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,305,000 | 368 |
| 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 | $109,000 | 926 |
| 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 | $35,000 | 1,147 |
| 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 | $0 | 1,398 |
| 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 | $0 | 1,450 |
| 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 | $0 | 1,526 |
| 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 | $0 | 1,590 |
| 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 | $0 | 1,599 |
| 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 | $0 | 1,630 |
| 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 | NA | NA |