Home > Peapack Private Bank & Trust > Fiduciary and Related Services
Peapack Private Bank & Trust, Fiduciary and Related Services
| 2025-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 5 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $7,583,000 | 52 |
| Number of Managed Accounts | $7,425,000 | 35 |
| Number of Non-Managed Accounts | $158,000 | 156 |
| Total fiduciary and related assets | $10,398,012,000 | 78 |
| Managed Assets ($) | $9,696,653,000 | 54 |
| Non-managed Assets ($) | $701,359,000 | 144 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,351,000 | 70 |
| 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 | $7,602,000 | 50 |
| Number of Managed Accounts | $7,440,000 | 31 |
| Number of Non-Managed Accounts | $162,000 | 195 |
| Total fiduciary and related assets | $10,568,687,000 | 75 |
| Managed Assets ($) | $9,863,810,000 | 53 |
| Non-managed Assets ($) | $704,877,000 | 144 |
| Memoranda | ||
| Gross Fiduciary activities income | $60,813,000 | 68 |
| 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 | $7,596,000 | 50 |
| Number of Managed Accounts | $7,430,000 | 32 |
| Number of Non-Managed Accounts | $166,000 | 152 |
| Total fiduciary and related assets | $10,678,011,000 | 74 |
| Managed Assets ($) | $9,955,937,000 | 53 |
| Non-managed Assets ($) | $722,074,000 | 139 |
| Memoranda | ||
| Gross Fiduciary activities income | $45,454,000 | 71 |
| 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 | $7,529,000 | 51 |
| Number of Managed Accounts | $7,367,000 | 32 |
| Number of Non-Managed Accounts | $162,000 | 168 |
| Total fiduciary and related assets | $10,190,380,000 | 77 |
| Managed Assets ($) | $9,475,448,000 | 54 |
| Non-managed Assets ($) | $714,932,000 | 140 |
| Memoranda | ||
| Gross Fiduciary activities income | $30,414,000 | 70 |
| 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 | $7,554,000 | 49 |
| Number of Managed Accounts | $7,394,000 | 31 |
| Number of Non-Managed Accounts | $160,000 | 159 |
| Total fiduciary and related assets | $10,100,462,000 | 77 |
| Managed Assets ($) | $9,378,143,000 | 53 |
| Non-managed Assets ($) | $722,319,000 | 138 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,202,000 | 68 |
| 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 | $7,607,000 | 46 |
| Number of Managed Accounts | $7,446,000 | 29 |
| Number of Non-Managed Accounts | $161,000 | 195 |
| Total fiduciary and related assets | $9,611,820,000 | 76 |
| Managed Assets ($) | $8,922,059,000 | 52 |
| Non-managed Assets ($) | $689,761,000 | 137 |
| Memoranda | ||
| Gross Fiduciary activities income | $54,965,000 | 62 |
| 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 | $7,636,000 | 49 |
| Number of Managed Accounts | $7,474,000 | 32 |
| Number of Non-Managed Accounts | $162,000 | 150 |
| Total fiduciary and related assets | $9,250,612,000 | 79 |
| Managed Assets ($) | $8,324,896,000 | 52 |
| Non-managed Assets ($) | $925,716,000 | 126 |
| Memoranda | ||
| Gross Fiduciary activities income | $41,419,000 | 64 |
| 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 | $7,672,000 | 46 |
| Number of Managed Accounts | $7,510,000 | 31 |
| Number of Non-Managed Accounts | $162,000 | 164 |
| Total fiduciary and related assets | $9,486,710,000 | 74 |
| Managed Assets ($) | $8,575,749,000 | 50 |
| Non-managed Assets ($) | $910,961,000 | 123 |
| Memoranda | ||
| Gross Fiduciary activities income | $27,616,000 | 61 |
| 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 | $7,818,000 | 48 |
| Number of Managed Accounts | $7,657,000 | 32 |
| Number of Non-Managed Accounts | $161,000 | 157 |
| Total fiduciary and related assets | $9,183,210,000 | 82 |
| Managed Assets ($) | $8,314,970,000 | 54 |
| Non-managed Assets ($) | $868,240,000 | 134 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,558,000 | 66 |
| 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 | $7,792,000 | 49 |
| Number of Managed Accounts | $7,627,000 | 33 |
| Number of Non-Managed Accounts | $165,000 | 198 |
| Total fiduciary and related assets | $8,862,204,000 | 82 |
| Managed Assets ($) | $8,010,439,000 | 54 |
| Non-managed Assets ($) | $851,765,000 | 132 |
| Memoranda | ||
| Gross Fiduciary activities income | $53,787,000 | 64 |
| 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 | $7,831,000 | 49 |
| Number of Managed Accounts | $7,674,000 | 33 |
| Number of Non-Managed Accounts | $157,000 | 163 |
| Total fiduciary and related assets | $8,242,355,000 | 83 |
| Managed Assets ($) | $7,403,106,000 | 57 |
| Non-managed Assets ($) | $839,249,000 | 131 |
| Memoranda | ||
| Gross Fiduciary activities income | $40,976,000 | 65 |
| 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 | $7,840,000 | 44 |
| Number of Managed Accounts | $7,682,000 | 31 |
| Number of Non-Managed Accounts | $158,000 | 154 |
| Total fiduciary and related assets | $8,470,312,000 | 65 |
| Managed Assets ($) | $7,679,431,000 | 47 |
| Non-managed Assets ($) | $790,881,000 | 110 |
| Memoranda | ||
| Gross Fiduciary activities income | $28,277,000 | 52 |
| 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 | $7,822,000 | 44 |
| Number of Managed Accounts | $7,671,000 | 31 |
| Number of Non-Managed Accounts | $151,000 | 152 |
| Total fiduciary and related assets | $9,409,722,000 | 65 |
| Managed Assets ($) | $8,604,668,000 | 47 |
| Non-managed Assets ($) | $805,054,000 | 113 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,589,000 | 51 |
| 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 | $7,758,000 | 43 |
| Number of Managed Accounts | $7,602,000 | 30 |
| Number of Non-Managed Accounts | $156,000 | 186 |
| Total fiduciary and related assets | $9,744,373,000 | 63 |
| Managed Assets ($) | $8,932,308,000 | 45 |
| Non-managed Assets ($) | $812,065,000 | 114 |
| Memoranda | ||
| Gross Fiduciary activities income | $52,137,000 | 52 |
| 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 | $7,656,000 | 43 |
| Number of Managed Accounts | $7,515,000 | 32 |
| Number of Non-Managed Accounts | $141,000 | 155 |
| Total fiduciary and related assets | $8,910,638,000 | 64 |
| Managed Assets ($) | $8,377,959,000 | 46 |
| Non-managed Assets ($) | $532,679,000 | 126 |
| Memoranda | ||
| Gross Fiduciary activities income | $38,374,000 | 52 |
| 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 | $7,194,000 | 45 |
| Number of Managed Accounts | $7,054,000 | 32 |
| Number of Non-Managed Accounts | $140,000 | 160 |
| Total fiduciary and related assets | $8,193,368,000 | 67 |
| Managed Assets ($) | $7,666,851,000 | 49 |
| Non-managed Assets ($) | $526,517,000 | 128 |
| Memoranda | ||
| Gross Fiduciary activities income | $24,761,000 | 52 |
| 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 | $7,119,000 | 45 |
| Number of Managed Accounts | $6,978,000 | 32 |
| Number of Non-Managed Accounts | $141,000 | 157 |
| Total fiduciary and related assets | $7,928,788,000 | 66 |
| Managed Assets ($) | $7,388,777,000 | 49 |
| Non-managed Assets ($) | $540,011,000 | 126 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,919,000 | 54 |
| 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 | $7,032,000 | 46 |
| Number of Managed Accounts | $6,891,000 | 33 |
| Number of Non-Managed Accounts | $141,000 | 201 |
| Total fiduciary and related assets | $7,374,713,000 | 70 |
| Managed Assets ($) | $6,960,553,000 | 50 |
| Non-managed Assets ($) | $414,160,000 | 136 |
| Memoranda | ||
| Gross Fiduciary activities income | $40,049,000 | 56 |
| 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 | $6,283,000 | 48 |
| Number of Managed Accounts | $6,153,000 | 36 |
| Number of Non-Managed Accounts | $130,000 | 166 |
| Total fiduciary and related assets | $6,240,918,000 | 72 |
| Managed Assets ($) | $5,896,832,000 | 52 |
| Non-managed Assets ($) | $344,086,000 | 139 |
| Memoranda | ||
| Gross Fiduciary activities income | $29,457,000 | 57 |
| 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 | $6,216,000 | 49 |
| Number of Managed Accounts | $6,086,000 | 36 |
| Number of Non-Managed Accounts | $130,000 | 178 |
| Total fiduciary and related assets | $5,842,918,000 | 71 |
| Managed Assets ($) | $5,500,529,000 | 53 |
| Non-managed Assets ($) | $342,389,000 | 143 |
| Memoranda | ||
| Gross Fiduciary activities income | $19,524,000 | 59 |
| 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 | $6,183,000 | 49 |
| Number of Managed Accounts | $6,053,000 | 36 |
| Number of Non-Managed Accounts | $130,000 | 172 |
| Total fiduciary and related assets | $5,211,611,000 | 72 |
| Managed Assets ($) | $4,870,582,000 | 53 |
| Non-managed Assets ($) | $341,029,000 | 135 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,738,000 | 59 |
| 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 | $6,302,000 | 48 |
| Number of Managed Accounts | $6,170,000 | 37 |
| Number of Non-Managed Accounts | $132,000 | 227 |
| Total fiduciary and related assets | $5,968,667,000 | 71 |
| Managed Assets ($) | $5,819,377,000 | 51 |
| Non-managed Assets ($) | $149,290,000 | 210 |
| Memoranda | ||
| Gross Fiduciary activities income | $37,509,000 | 60 |
| 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 | $6,265,000 | 50 |
| Number of Managed Accounts | $6,132,000 | 38 |
| Number of Non-Managed Accounts | $133,000 | 167 |
| Total fiduciary and related assets | $5,671,240,000 | 74 |
| Managed Assets ($) | $5,523,960,000 | 52 |
| Non-managed Assets ($) | $147,280,000 | 197 |
| Memoranda | ||
| Gross Fiduciary activities income | $27,601,000 | 62 |
| 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 | $5,509,000 | 56 |
| Number of Managed Accounts | $5,375,000 | 44 |
| Number of Non-Managed Accounts | $134,000 | 171 |
| Total fiduciary and related assets | $5,247,440,000 | 77 |
| Managed Assets ($) | $5,111,329,000 | 52 |
| Non-managed Assets ($) | $136,111,000 | 211 |
| Memoranda | ||
| Gross Fiduciary activities income | $18,353,000 | 61 |
| 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 | $5,396,000 | 56 |
| Number of Managed Accounts | $5,256,000 | 44 |
| Number of Non-Managed Accounts | $140,000 | 171 |
| Total fiduciary and related assets | $5,067,880,000 | 81 |
| Managed Assets ($) | $4,942,143,000 | 52 |
| Non-managed Assets ($) | $125,737,000 | 220 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,965,000 | 61 |
| 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 | $5,887,000 | 52 |
| Number of Managed Accounts | $5,745,000 | 40 |
| Number of Non-Managed Accounts | $142,000 | 215 |
| Total fiduciary and related assets | $4,649,939,000 | 84 |
| Managed Assets ($) | $4,527,398,000 | 55 |
| Non-managed Assets ($) | $122,541,000 | 218 |
| Memoranda | ||
| Gross Fiduciary activities income | $32,357,000 | 63 |
| 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 | $5,765,000 | 51 |
| Number of Managed Accounts | $5,620,000 | 40 |
| Number of Non-Managed Accounts | $145,000 | 164 |
| Total fiduciary and related assets | $5,113,274,000 | 80 |
| Managed Assets ($) | $4,771,085,000 | 52 |
| Non-managed Assets ($) | $342,189,000 | 146 |
| Memoranda | ||
| Gross Fiduciary activities income | $24,042,000 | 63 |
| 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 | $3,846,000 | 70 |
| Number of Managed Accounts | $3,700,000 | 56 |
| Number of Non-Managed Accounts | $146,000 | 170 |
| Total fiduciary and related assets | $4,349,594,000 | 92 |
| Managed Assets ($) | $4,023,463,000 | 60 |
| Non-managed Assets ($) | $326,131,000 | 149 |
| Memoranda | ||
| Gross Fiduciary activities income | $16,060,000 | 63 |
| 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 | $3,830,000 | 70 |
| Number of Managed Accounts | $3,684,000 | 56 |
| Number of Non-Managed Accounts | $146,000 | 172 |
| Total fiduciary and related assets | $4,323,676,000 | 92 |
| Managed Assets ($) | $3,958,303,000 | 60 |
| Non-managed Assets ($) | $365,373,000 | 144 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,152,000 | 63 |
| 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 | $3,834,000 | 70 |
| Number of Managed Accounts | $3,682,000 | 56 |
| Number of Non-Managed Accounts | $152,000 | 216 |
| Total fiduciary and related assets | $4,168,467,000 | 91 |
| Managed Assets ($) | $3,929,942,000 | 60 |
| Non-managed Assets ($) | $238,525,000 | 173 |
| Memoranda | ||
| Gross Fiduciary activities income | $22,274,000 | 81 |
| 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 | $3,244,000 | 79 |
| Number of Managed Accounts | $3,089,000 | 65 |
| Number of Non-Managed Accounts | $155,000 | 167 |
| Total fiduciary and related assets | $3,517,599,000 | 98 |
| Managed Assets ($) | $3,288,043,000 | 68 |
| Non-managed Assets ($) | $229,556,000 | 180 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,032,000 | 89 |
| 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 | $1,976,000 | 121 |
| Number of Managed Accounts | $1,817,000 | 103 |
| Number of Non-Managed Accounts | $159,000 | 166 |
| Total fiduciary and related assets | $2,480,139,000 | 111 |
| Managed Assets ($) | $2,294,512,000 | 90 |
| Non-managed Assets ($) | $185,627,000 | 189 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,457,000 | 91 |
| 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 | $1,953,000 | 121 |
| Number of Managed Accounts | $1,796,000 | 104 |
| Number of Non-Managed Accounts | $157,000 | 163 |
| Total fiduciary and related assets | $2,378,593,000 | 112 |
| Managed Assets ($) | $2,194,779,000 | 90 |
| Non-managed Assets ($) | $183,814,000 | 187 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,573,000 | 92 |
| 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 | $1,923,000 | 126 |
| Number of Managed Accounts | $1,768,000 | 105 |
| Number of Non-Managed Accounts | $155,000 | 215 |
| Total fiduciary and related assets | $2,288,308,000 | 115 |
| Managed Assets ($) | $2,105,223,000 | 90 |
| Non-managed Assets ($) | $183,085,000 | 180 |
| Memoranda | ||
| Gross Fiduciary activities income | $17,551,000 | 94 |
| 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 | $1,865,000 | 128 |
| Number of Managed Accounts | $1,718,000 | 103 |
| Number of Non-Managed Accounts | $147,000 | 170 |
| Total fiduciary and related assets | $2,190,907,000 | 117 |
| Managed Assets ($) | $2,042,048,000 | 92 |
| Non-managed Assets ($) | $148,859,000 | 201 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,127,000 | 93 |
| 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 | $1,863,000 | 127 |
| Number of Managed Accounts | $1,718,000 | 104 |
| Number of Non-Managed Accounts | $145,000 | 176 |
| Total fiduciary and related assets | $2,134,590,000 | 118 |
| Managed Assets ($) | $1,987,645,000 | 94 |
| Non-managed Assets ($) | $146,945,000 | 200 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,882,000 | 91 |
| 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 | $1,857,000 | 131 |
| Number of Managed Accounts | $1,717,000 | 105 |
| Number of Non-Managed Accounts | $140,000 | 177 |
| Total fiduciary and related assets | $2,072,568,000 | 119 |
| Managed Assets ($) | $1,942,673,000 | 95 |
| Non-managed Assets ($) | $129,895,000 | 205 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,147,000 | 92 |
| 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 | $1,846,000 | 130 |
| Number of Managed Accounts | $1,707,000 | 103 |
| Number of Non-Managed Accounts | $139,000 | 239 |
| Total fiduciary and related assets | $2,077,796,000 | 117 |
| Managed Assets ($) | $1,942,216,000 | 93 |
| Non-managed Assets ($) | $135,580,000 | 207 |
| Memoranda | ||
| Gross Fiduciary activities income | $16,377,000 | 94 |
| 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 | $1,816,000 | 129 |
| Number of Managed Accounts | $1,672,000 | 106 |
| Number of Non-Managed Accounts | $144,000 | 176 |
| Total fiduciary and related assets | $1,957,115,000 | 121 |
| Managed Assets ($) | $1,820,458,000 | 93 |
| Non-managed Assets ($) | $136,657,000 | 200 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,262,000 | 93 |
| 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 | $1,786,000 | 134 |
| Number of Managed Accounts | $1,644,000 | 111 |
| Number of Non-Managed Accounts | $142,000 | 175 |
| Total fiduciary and related assets | $2,046,553,000 | 123 |
| Managed Assets ($) | $1,908,100,000 | 95 |
| Non-managed Assets ($) | $138,453,000 | 200 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,214,000 | 95 |
| 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 | $1,773,000 | 133 |
| Number of Managed Accounts | $1,625,000 | 111 |
| Number of Non-Managed Accounts | $148,000 | 177 |
| Total fiduciary and related assets | $2,077,233,000 | 121 |
| Managed Assets ($) | $1,936,583,000 | 93 |
| Non-managed Assets ($) | $140,650,000 | 199 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,829,000 | 99 |
| 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 | $1,720,000 | 134 |
| Number of Managed Accounts | $1,547,000 | 113 |
| Number of Non-Managed Accounts | $173,000 | 214 |
| Total fiduciary and related assets | $2,074,485,000 | 119 |
| Managed Assets ($) | $1,935,046,000 | 90 |
| Non-managed Assets ($) | $139,439,000 | 197 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,613,000 | 96 |
| 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 | $1,705,000 | 132 |
| Number of Managed Accounts | $1,529,000 | 113 |
| Number of Non-Managed Accounts | $176,000 | 155 |
| Total fiduciary and related assets | $1,928,129,000 | 123 |
| Managed Assets ($) | $1,819,893,000 | 95 |
| Non-managed Assets ($) | $108,236,000 | 220 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,924,000 | 97 |
| 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 | $1,682,000 | 132 |
| Number of Managed Accounts | $1,500,000 | 114 |
| Number of Non-Managed Accounts | $182,000 | 152 |
| Total fiduciary and related assets | $1,863,816,000 | 126 |
| Managed Assets ($) | $1,812,186,000 | 94 |
| Non-managed Assets ($) | $51,630,000 | 281 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,408,000 | 96 |
| 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 | $1,658,000 | 135 |
| Number of Managed Accounts | $1,472,000 | 115 |
| Number of Non-Managed Accounts | $186,000 | 158 |
| Total fiduciary and related assets | $1,793,533,000 | 126 |
| Managed Assets ($) | $1,743,828,000 | 96 |
| Non-managed Assets ($) | $49,705,000 | 283 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,614,000 | 98 |
| 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 | $1,645,000 | 143 |
| Number of Managed Accounts | $1,452,000 | 113 |
| Number of Non-Managed Accounts | $193,000 | 207 |
| Total fiduciary and related assets | $1,781,809,000 | 129 |
| Managed Assets ($) | $1,728,659,000 | 95 |
| Non-managed Assets ($) | $53,150,000 | 314 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,292,000 | 101 |
| 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 | $1,623,000 | 138 |
| Number of Managed Accounts | $1,429,000 | 112 |
| Number of Non-Managed Accounts | $194,000 | 157 |
| Total fiduciary and related assets | $1,684,627,000 | 128 |
| Managed Assets ($) | $1,632,551,000 | 97 |
| Non-managed Assets ($) | $52,076,000 | 270 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,907,000 | 99 |
| 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 | $1,626,000 | 138 |
| Number of Managed Accounts | $1,426,000 | 112 |
| Number of Non-Managed Accounts | $200,000 | 156 |
| Total fiduciary and related assets | $1,635,772,000 | 127 |
| Managed Assets ($) | $1,582,644,000 | 97 |
| Non-managed Assets ($) | $53,128,000 | 270 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,757,000 | 99 |
| 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 | $1,617,000 | 140 |
| Number of Managed Accounts | $1,413,000 | 113 |
| Number of Non-Managed Accounts | $204,000 | 159 |
| Total fiduciary and related assets | $1,753,317,000 | 127 |
| Managed Assets ($) | $1,697,538,000 | 94 |
| Non-managed Assets ($) | $55,779,000 | 274 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,241,000 | 100 |
| 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 | $1,622,000 | 144 |
| Number of Managed Accounts | $1,411,000 | 114 |
| Number of Non-Managed Accounts | $211,000 | 201 |
| Total fiduciary and related assets | $1,537,826,000 | 131 |
| Managed Assets ($) | $1,482,327,000 | 98 |
| Non-managed Assets ($) | $55,499,000 | 316 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,846,000 | 98 |
| 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 | $1,615,000 | 135 |
| Number of Managed Accounts | $1,401,000 | 112 |
| Number of Non-Managed Accounts | $214,000 | 144 |
| Total fiduciary and related assets | $1,317,033,000 | 141 |
| Managed Assets ($) | $1,237,461,000 | 110 |
| Non-managed Assets ($) | $79,572,000 | 233 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,018,000 | 98 |
| 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 | $1,609,000 | 134 |
| Number of Managed Accounts | $1,398,000 | 111 |
| Number of Non-Managed Accounts | $211,000 | 147 |
| Total fiduciary and related assets | $1,281,557,000 | 140 |
| Managed Assets ($) | $1,207,889,000 | 109 |
| Non-managed Assets ($) | $73,668,000 | 237 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,194,000 | 96 |
| 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 | $1,596,000 | 138 |
| Number of Managed Accounts | $1,381,000 | 111 |
| Number of Non-Managed Accounts | $215,000 | 147 |
| Total fiduciary and related assets | $1,281,846,000 | 141 |
| Managed Assets ($) | $1,207,758,000 | 110 |
| Non-managed Assets ($) | $74,088,000 | 231 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,077,000 | 95 |
| 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 | $1,608,000 | 144 |
| Number of Managed Accounts | $1,389,000 | 114 |
| Number of Non-Managed Accounts | $219,000 | 191 |
| Total fiduciary and related assets | $1,212,465,000 | 139 |
| Managed Assets ($) | $1,143,411,000 | 111 |
| Non-managed Assets ($) | $69,054,000 | 268 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,254,000 | 91 |
| 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 | $1,613,000 | 138 |
| Number of Managed Accounts | $1,392,000 | 115 |
| Number of Non-Managed Accounts | $221,000 | 144 |
| Total fiduciary and related assets | $1,135,646,000 | 142 |
| Managed Assets ($) | $1,071,858,000 | 115 |
| Non-managed Assets ($) | $63,788,000 | 239 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,795,000 | 93 |
| 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 | $1,609,000 | 136 |
| Number of Managed Accounts | $1,385,000 | 117 |
| Number of Non-Managed Accounts | $224,000 | 147 |
| Total fiduciary and related assets | $1,213,864,000 | 146 |
| Managed Assets ($) | $1,141,339,000 | 118 |
| Non-managed Assets ($) | $72,525,000 | 234 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,327,000 | 93 |
| 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 | $1,576,000 | 136 |
| Number of Managed Accounts | $1,363,000 | 113 |
| Number of Non-Managed Accounts | $213,000 | 152 |
| Total fiduciary and related assets | $1,183,904,000 | 145 |
| Managed Assets ($) | $1,111,739,000 | 114 |
| Non-managed Assets ($) | $72,165,000 | 231 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,605,000 | 93 |
| 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 | $1,568,000 | 143 |
| Number of Managed Accounts | $1,356,000 | 119 |
| Number of Non-Managed Accounts | $212,000 | 210 |
| Total fiduciary and related assets | $1,134,852,000 | 149 |
| Managed Assets ($) | $1,087,352,000 | 114 |
| Non-managed Assets ($) | $47,500,000 | 322 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,574,000 | 94 |
| 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 | $1,577,000 | 135 |
| Number of Managed Accounts | $1,351,000 | 113 |
| Number of Non-Managed Accounts | $226,000 | 152 |
| Total fiduciary and related assets | $1,082,760,000 | 150 |
| Managed Assets ($) | $1,033,495,000 | 113 |
| Non-managed Assets ($) | $49,265,000 | 260 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,056,000 | 92 |
| 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 | $1,575,000 | 137 |
| Number of Managed Accounts | $1,333,000 | 114 |
| Number of Non-Managed Accounts | $242,000 | 147 |
| Total fiduciary and related assets | $973,460,000 | 150 |
| Managed Assets ($) | $916,784,000 | 118 |
| Non-managed Assets ($) | $56,676,000 | 252 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,873,000 | 92 |
| 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 | $1,309,000 | 156 |
| Number of Managed Accounts | $1,272,000 | 121 |
| Number of Non-Managed Accounts | $37,000 | 291 |
| Total fiduciary and related assets | $929,132,000 | 155 |
| Managed Assets ($) | $907,110,000 | 123 |
| Non-managed Assets ($) | $22,022,000 | 310 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,294,000 | 96 |
| 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 | $1,302,000 | 168 |
| Number of Managed Accounts | $1,265,000 | 127 |
| Number of Non-Managed Accounts | $37,000 | 601 |
| Total fiduciary and related assets | $961,065,000 | 153 |
| Managed Assets ($) | $939,266,000 | 119 |
| Non-managed Assets ($) | $21,799,000 | 480 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,438,000 | 95 |
| 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 | $1,268,000 | 161 |
| Number of Managed Accounts | $1,234,000 | 123 |
| Number of Non-Managed Accounts | $34,000 | 283 |
| Total fiduciary and related assets | $919,354,000 | 160 |
| Managed Assets ($) | $909,983,000 | 118 |
| Non-managed Assets ($) | $9,371,000 | 333 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,089,000 | 94 |
| 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 | $1,235,000 | 169 |
| Number of Managed Accounts | $1,202,000 | 130 |
| Number of Non-Managed Accounts | $33,000 | 293 |
| Total fiduciary and related assets | $829,710,000 | 169 |
| Managed Assets ($) | $821,012,000 | 123 |
| Non-managed Assets ($) | $8,698,000 | 340 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,886,000 | 94 |
| 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 | $1,244,000 | 170 |
| Number of Managed Accounts | $1,210,000 | 128 |
| Number of Non-Managed Accounts | $34,000 | 290 |
| Total fiduciary and related assets | $759,648,000 | 171 |
| Managed Assets ($) | $751,177,000 | 130 |
| Non-managed Assets ($) | $8,471,000 | 336 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,334,000 | 95 |
| 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 | $1,227,000 | 184 |
| Number of Managed Accounts | $1,190,000 | 134 |
| Number of Non-Managed Accounts | $37,000 | 604 |
| Total fiduciary and related assets | $780,313,000 | 177 |
| Managed Assets ($) | $770,967,000 | 135 |
| Non-managed Assets ($) | $9,346,000 | 611 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,571,000 | 97 |
| 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 | $1,210,000 | 172 |
| Number of Managed Accounts | $1,172,000 | 129 |
| Number of Non-Managed Accounts | $38,000 | 301 |
| Total fiduciary and related assets | $865,314,000 | 179 |
| Managed Assets ($) | $850,306,000 | 134 |
| Non-managed Assets ($) | $15,008,000 | 338 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,665,000 | 103 |
| 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 | $1,176,000 | 184 |
| Number of Managed Accounts | $1,138,000 | 137 |
| Number of Non-Managed Accounts | $38,000 | 303 |
| Total fiduciary and related assets | $894,965,000 | 185 |
| Managed Assets ($) | $874,534,000 | 139 |
| Non-managed Assets ($) | $20,431,000 | 329 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,168,000 | 105 |
| 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 | $1,161,000 | 188 |
| Number of Managed Accounts | $1,126,000 | 140 |
| Number of Non-Managed Accounts | $35,000 | 311 |
| Total fiduciary and related assets | $901,510,000 | 186 |
| Managed Assets ($) | $881,715,000 | 142 |
| Non-managed Assets ($) | $19,795,000 | 334 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,493,000 | 103 |
| 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 | $1,147,000 | 199 |
| Number of Managed Accounts | $1,113,000 | 141 |
| Number of Non-Managed Accounts | $34,000 | 650 |
| Total fiduciary and related assets | $925,292,000 | 185 |
| Managed Assets ($) | $901,072,000 | 143 |
| Non-managed Assets ($) | $24,220,000 | 471 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,597,000 | 105 |
| 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 | $1,141,000 | 183 |
| Number of Managed Accounts | $1,107,000 | 140 |
| Number of Non-Managed Accounts | $34,000 | 303 |
| Total fiduciary and related assets | $936,011,000 | 182 |
| Managed Assets ($) | $912,455,000 | 144 |
| Non-managed Assets ($) | $23,556,000 | 313 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,879,000 | 107 |
| 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 | $1,127,000 | 185 |
| Number of Managed Accounts | $1,095,000 | 144 |
| Number of Non-Managed Accounts | $32,000 | 317 |
| Total fiduciary and related assets | $900,794,000 | 193 |
| Managed Assets ($) | $879,704,000 | 148 |
| Non-managed Assets ($) | $21,090,000 | 323 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,618,000 | 111 |
| 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 | $1,108,000 | 187 |
| Number of Managed Accounts | $1,077,000 | 143 |
| Number of Non-Managed Accounts | $31,000 | 319 |
| Total fiduciary and related assets | $858,620,000 | 195 |
| Managed Assets ($) | $839,930,000 | 148 |
| Non-managed Assets ($) | $18,690,000 | 333 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,150,000 | 115 |
| 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 | $1,102,000 | 203 |
| Number of Managed Accounts | $1,068,000 | 148 |
| Number of Non-Managed Accounts | $34,000 | 658 |
| Total fiduciary and related assets | $859,425,000 | 193 |
| Managed Assets ($) | $838,876,000 | 148 |
| Non-managed Assets ($) | $20,549,000 | 513 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,399,000 | 110 |
| 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 | $1,090,000 | 193 |
| Number of Managed Accounts | $1,055,000 | 149 |
| Number of Non-Managed Accounts | $35,000 | 305 |
| Total fiduciary and related assets | $816,202,000 | 201 |
| Managed Assets ($) | $796,175,000 | 156 |
| Non-managed Assets ($) | $20,027,000 | 326 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,219,000 | 115 |
| 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 | $1,078,000 | 198 |
| Number of Managed Accounts | $1,039,000 | 155 |
| Number of Non-Managed Accounts | $39,000 | 306 |
| Total fiduciary and related assets | $793,811,000 | 211 |
| Managed Assets ($) | $774,270,000 | 161 |
| Non-managed Assets ($) | $19,541,000 | 331 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,339,000 | 118 |
| 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 | $1,059,000 | 198 |
| Number of Managed Accounts | $1,018,000 | 158 |
| Number of Non-Managed Accounts | $41,000 | 305 |
| Total fiduciary and related assets | $792,847,000 | 214 |
| Managed Assets ($) | $772,471,000 | 160 |
| Non-managed Assets ($) | $20,376,000 | 333 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,253,000 | 114 |
| 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 | $1,042,000 | 212 |
| Number of Managed Accounts | $1,001,000 | 162 |
| Number of Non-Managed Accounts | $41,000 | 630 |
| Total fiduciary and related assets | $775,449,000 | 217 |
| Managed Assets ($) | $756,769,000 | 164 |
| Non-managed Assets ($) | $18,680,000 | 521 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,670,000 | 120 |
| 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 | $1,001,000 | 198 |
| Number of Managed Accounts | $975,000 | 159 |
| Number of Non-Managed Accounts | $26,000 | 328 |
| Total fiduciary and related assets | $747,372,000 | 215 |
| Managed Assets ($) | $736,977,000 | 163 |
| Non-managed Assets ($) | $10,395,000 | 356 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,837,000 | 117 |
| 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 | $984,000 | 204 |
| Number of Managed Accounts | $949,000 | 162 |
| Number of Non-Managed Accounts | $35,000 | 322 |
| Total fiduciary and related assets | $725,805,000 | 217 |
| Managed Assets ($) | $710,081,000 | 166 |
| Non-managed Assets ($) | $15,724,000 | 349 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,934,000 | 115 |
| 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 | $967,000 | 207 |
| Number of Managed Accounts | $937,000 | 164 |
| Number of Non-Managed Accounts | $30,000 | 329 |
| Total fiduciary and related assets | $708,386,000 | 223 |
| Managed Assets ($) | $692,366,000 | 170 |
| Non-managed Assets ($) | $16,020,000 | 347 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,020,000 | 118 |
| 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 | $941,000 | 230 |
| Number of Managed Accounts | $912,000 | 174 |
| Number of Non-Managed Accounts | $29,000 | 734 |
| Total fiduciary and related assets | $719,000,000 | 223 |
| Managed Assets ($) | $703,082,000 | 164 |
| Non-managed Assets ($) | $15,918,000 | 550 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,745,000 | 124 |
| 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 | $921,000 | 220 |
| Number of Managed Accounts | $893,000 | 173 |
| Number of Non-Managed Accounts | $28,000 | 333 |
| Total fiduciary and related assets | $668,734,000 | 222 |
| Managed Assets ($) | $653,019,000 | 166 |
| Non-managed Assets ($) | $15,715,000 | 339 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,159,000 | 124 |
| 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 | $889,000 | 228 |
| Number of Managed Accounts | $862,000 | 178 |
| Number of Non-Managed Accounts | $27,000 | 346 |
| Total fiduciary and related assets | $651,112,000 | 225 |
| Managed Assets ($) | $632,586,000 | 169 |
| Non-managed Assets ($) | $18,526,000 | 345 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,486,000 | 126 |
| 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 | $870,000 | 229 |
| Number of Managed Accounts | $845,000 | 180 |
| Number of Non-Managed Accounts | $25,000 | 358 |
| Total fiduciary and related assets | $653,690,000 | 228 |
| Managed Assets ($) | $636,106,000 | 170 |
| Non-managed Assets ($) | $17,584,000 | 353 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,689,000 | 129 |
| 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 | $864,000 | 267 |
| Number of Managed Accounts | $857,000 | 190 |
| Number of Non-Managed Accounts | $7,000 | 1,073 |
| Total fiduciary and related assets | $621,691,000 | 235 |
| Managed Assets ($) | $603,913,000 | 181 |
| Non-managed Assets ($) | $17,778,000 | 545 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,778,000 | 141 |
| 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 | $840,000 | 251 |
| Number of Managed Accounts | $833,000 | 189 |
| Number of Non-Managed Accounts | $7,000 | 406 |
| Total fiduciary and related assets | $588,666,000 | 241 |
| Managed Assets ($) | $570,333,000 | 189 |
| Non-managed Assets ($) | $18,333,000 | 352 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,436,000 | 144 |
| 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 | $812,000 | 261 |
| Number of Managed Accounts | $806,000 | 194 |
| Number of Non-Managed Accounts | $6,000 | 414 |
| Total fiduciary and related assets | $563,450,000 | 250 |
| Managed Assets ($) | $543,591,000 | 195 |
| Non-managed Assets ($) | $19,859,000 | 352 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,073,000 | 146 |
| 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 | $819,000 | 263 |
| Number of Managed Accounts | $812,000 | 199 |
| Number of Non-Managed Accounts | $7,000 | 422 |
| Total fiduciary and related assets | $532,473,000 | 255 |
| Managed Assets ($) | $514,117,000 | 194 |
| Non-managed Assets ($) | $18,356,000 | 359 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,447,000 | 153 |
| 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 | $746,000 | 311 |
| Number of Managed Accounts | $741,000 | 232 |
| Number of Non-Managed Accounts | $5,000 | 1,155 |
| Total fiduciary and related assets | $510,344,000 | 260 |
| Managed Assets ($) | $494,792,000 | 198 |
| Non-managed Assets ($) | $15,552,000 | 563 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,693,000 | 172 |
| 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 | $693,000 | 311 |
| Number of Managed Accounts | $691,000 | 226 |
| Number of Non-Managed Accounts | $2,000 | 1,222 |
| Total fiduciary and related assets | $459,588,000 | 258 |
| Managed Assets ($) | $458,573,000 | 191 |
| Non-managed Assets ($) | $1,015,000 | 1,061 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,013,000 | 193 |
| 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 | $3,604,000 | 205 |
| 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 | $3,002,000 | 260 |
| 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 | $2,241,000 | 300 |
| 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 | $1,474,000 | 381 |
| 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 | $1,270,000 | 452 |
| 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 | $1,009,000 | 533 |
| 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 | $852,000 | 561 |
| 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 | $799,000 | 610 |
| 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 | $760,000 | 627 |