Home > Somerset Trust Company > Fiduciary and Related Services
Somerset Trust Company, Fiduciary and Related Services
| 2023-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 4 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,369,000 | 191 |
| Number of Managed Accounts | $1,133,000 | 183 |
| Number of Non-Managed Accounts | $236,000 | 150 |
| Total fiduciary and related assets | $709,499,000 | 298 |
| Managed Assets ($) | $633,921,000 | 269 |
| Non-managed Assets ($) | $75,578,000 | 314 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,321,000 | 285 |
| 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 | $1,352,000 | 188 |
| Number of Managed Accounts | $1,117,000 | 177 |
| Number of Non-Managed Accounts | $235,000 | 124 |
| Total fiduciary and related assets | $694,311,000 | 275 |
| Managed Assets ($) | $627,979,000 | 253 |
| Non-managed Assets ($) | $66,332,000 | 258 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,260,000 | 284 |
| 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 | $1,338,000 | 189 |
| Number of Managed Accounts | $1,104,000 | 182 |
| Number of Non-Managed Accounts | $234,000 | 137 |
| Total fiduciary and related assets | $708,279,000 | 284 |
| Managed Assets ($) | $642,731,000 | 257 |
| Non-managed Assets ($) | $65,548,000 | 293 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,193,000 | 274 |
| 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 | $1,348,000 | 195 |
| Number of Managed Accounts | $1,114,000 | 184 |
| Number of Non-Managed Accounts | $234,000 | 131 |
| Total fiduciary and related assets | $705,660,000 | 276 |
| Managed Assets ($) | $644,124,000 | 257 |
| Non-managed Assets ($) | $61,536,000 | 267 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,072,000 | 289 |
| 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 | $1,346,000 | 197 |
| Number of Managed Accounts | $1,114,000 | 191 |
| Number of Non-Managed Accounts | $232,000 | 160 |
| Total fiduciary and related assets | $686,137,000 | 295 |
| Managed Assets ($) | $628,351,000 | 266 |
| Non-managed Assets ($) | $57,786,000 | 336 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,182,000 | 290 |
| 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 | $1,338,000 | 195 |
| Number of Managed Accounts | $1,098,000 | 190 |
| Number of Non-Managed Accounts | $240,000 | 132 |
| Total fiduciary and related assets | $647,176,000 | 285 |
| Managed Assets ($) | $590,726,000 | 262 |
| Non-managed Assets ($) | $56,450,000 | 281 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,078,000 | 294 |
| 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 | $1,326,000 | 178 |
| Number of Managed Accounts | $1,087,000 | 175 |
| Number of Non-Managed Accounts | $239,000 | 123 |
| Total fiduciary and related assets | $656,888,000 | 262 |
| Managed Assets ($) | $610,152,000 | 237 |
| Non-managed Assets ($) | $46,736,000 | 290 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,228,000 | 249 |
| 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 | $1,319,000 | 175 |
| Number of Managed Accounts | $1,071,000 | 177 |
| Number of Non-Managed Accounts | $248,000 | 116 |
| Total fiduciary and related assets | $706,680,000 | 252 |
| Managed Assets ($) | $647,454,000 | 231 |
| Non-managed Assets ($) | $59,226,000 | 247 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,119,000 | 255 |
| 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 | $1,332,000 | 178 |
| Number of Managed Accounts | $1,073,000 | 181 |
| Number of Non-Managed Accounts | $259,000 | 127 |
| Total fiduciary and related assets | $734,307,000 | 265 |
| Managed Assets ($) | $666,710,000 | 242 |
| Non-managed Assets ($) | $67,597,000 | 306 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,992,000 | 263 |
| 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 | $1,313,000 | 178 |
| Number of Managed Accounts | $1,052,000 | 181 |
| Number of Non-Managed Accounts | $261,000 | 114 |
| Total fiduciary and related assets | $674,958,000 | 254 |
| Managed Assets ($) | $609,803,000 | 236 |
| Non-managed Assets ($) | $65,155,000 | 241 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,973,000 | 260 |
| 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 | $1,278,000 | 186 |
| Number of Managed Accounts | $1,016,000 | 187 |
| Number of Non-Managed Accounts | $262,000 | 116 |
| Total fiduciary and related assets | $667,468,000 | 268 |
| Managed Assets ($) | $603,110,000 | 246 |
| Non-managed Assets ($) | $64,358,000 | 278 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,934,000 | 263 |
| 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 | $1,284,000 | 179 |
| Number of Managed Accounts | $1,016,000 | 184 |
| Number of Non-Managed Accounts | $268,000 | 112 |
| Total fiduciary and related assets | $645,111,000 | 256 |
| Managed Assets ($) | $583,016,000 | 235 |
| Non-managed Assets ($) | $62,095,000 | 242 |
| Memoranda | ||
| Gross Fiduciary activities income | $959,000 | 265 |
| 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 | $1,265,000 | 184 |
| Number of Managed Accounts | $992,000 | 189 |
| Number of Non-Managed Accounts | $273,000 | 129 |
| Total fiduciary and related assets | $624,107,000 | 268 |
| Managed Assets ($) | $566,084,000 | 245 |
| Non-managed Assets ($) | $58,023,000 | 317 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,406,000 | 265 |
| 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 | $1,251,000 | 180 |
| Number of Managed Accounts | $976,000 | 186 |
| Number of Non-Managed Accounts | $275,000 | 112 |
| Total fiduciary and related assets | $576,885,000 | 255 |
| Managed Assets ($) | $523,641,000 | 231 |
| Non-managed Assets ($) | $53,244,000 | 249 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,461,000 | 264 |
| 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 | $1,251,000 | 186 |
| Number of Managed Accounts | $968,000 | 193 |
| Number of Non-Managed Accounts | $283,000 | 116 |
| Total fiduciary and related assets | $551,762,000 | 277 |
| Managed Assets ($) | $497,502,000 | 249 |
| Non-managed Assets ($) | $54,260,000 | 278 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,624,000 | 267 |
| 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 | $1,230,000 | 182 |
| Number of Managed Accounts | $950,000 | 186 |
| Number of Non-Managed Accounts | $280,000 | 111 |
| Total fiduciary and related assets | $505,412,000 | 258 |
| Managed Assets ($) | $454,705,000 | 233 |
| Non-managed Assets ($) | $50,707,000 | 243 |
| Memoranda | ||
| Gross Fiduciary activities income | $881,000 | 261 |
| 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 | $1,263,000 | 188 |
| Number of Managed Accounts | $976,000 | 190 |
| Number of Non-Managed Accounts | $287,000 | 129 |
| Total fiduciary and related assets | $568,490,000 | 275 |
| Managed Assets ($) | $510,714,000 | 244 |
| Non-managed Assets ($) | $57,776,000 | 310 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,254,000 | 267 |
| 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 | $1,238,000 | 181 |
| Number of Managed Accounts | $944,000 | 190 |
| Number of Non-Managed Accounts | $294,000 | 112 |
| Total fiduciary and related assets | $588,967,000 | 254 |
| Managed Assets ($) | $501,924,000 | 237 |
| Non-managed Assets ($) | $87,043,000 | 230 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,416,000 | 271 |
| 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 | $1,202,000 | 186 |
| Number of Managed Accounts | $913,000 | 196 |
| Number of Non-Managed Accounts | $289,000 | 116 |
| Total fiduciary and related assets | $578,783,000 | 264 |
| Managed Assets ($) | $493,147,000 | 246 |
| Non-managed Assets ($) | $85,636,000 | 249 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,582,000 | 272 |
| 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 | $1,157,000 | 191 |
| Number of Managed Accounts | $881,000 | 204 |
| Number of Non-Managed Accounts | $276,000 | 118 |
| Total fiduciary and related assets | $562,105,000 | 265 |
| Managed Assets ($) | $477,144,000 | 244 |
| Non-managed Assets ($) | $84,961,000 | 253 |
| Memoranda | ||
| Gross Fiduciary activities income | $776,000 | 270 |
| 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 | $1,153,000 | 194 |
| Number of Managed Accounts | $877,000 | 204 |
| Number of Non-Managed Accounts | $276,000 | 139 |
| Total fiduciary and related assets | $531,595,000 | 267 |
| Managed Assets ($) | $442,666,000 | 247 |
| Non-managed Assets ($) | $88,929,000 | 254 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,151,000 | 275 |
| 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 | $1,147,000 | 190 |
| Number of Managed Accounts | $866,000 | 202 |
| Number of Non-Managed Accounts | $281,000 | 122 |
| Total fiduciary and related assets | $562,633,000 | 268 |
| Managed Assets ($) | $465,176,000 | 249 |
| Non-managed Assets ($) | $97,457,000 | 243 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,329,000 | 275 |
| 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 | $1,145,000 | 191 |
| Number of Managed Accounts | $857,000 | 204 |
| Number of Non-Managed Accounts | $288,000 | 118 |
| Total fiduciary and related assets | $538,663,000 | 272 |
| Managed Assets ($) | $440,485,000 | 256 |
| Non-managed Assets ($) | $98,178,000 | 239 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,571,000 | 275 |
| 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 | $1,150,000 | 192 |
| Number of Managed Accounts | $854,000 | 206 |
| Number of Non-Managed Accounts | $296,000 | 117 |
| Total fiduciary and related assets | $536,946,000 | 273 |
| Managed Assets ($) | $437,031,000 | 255 |
| Non-managed Assets ($) | $99,915,000 | 238 |
| Memoranda | ||
| Gross Fiduciary activities income | $826,000 | 268 |
| 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 | $1,152,000 | 200 |
| Number of Managed Accounts | $995,000 | 179 |
| Number of Non-Managed Accounts | $157,000 | 212 |
| Total fiduciary and related assets | $545,155,000 | 269 |
| Managed Assets ($) | $444,794,000 | 257 |
| Non-managed Assets ($) | $100,361,000 | 244 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,958,000 | 277 |
| 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 | $1,150,000 | 195 |
| Number of Managed Accounts | $989,000 | 178 |
| Number of Non-Managed Accounts | $161,000 | 166 |
| Total fiduciary and related assets | $532,485,000 | 273 |
| Managed Assets ($) | $431,924,000 | 258 |
| Non-managed Assets ($) | $100,561,000 | 234 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,215,000 | 277 |
| 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 | $1,151,000 | 191 |
| Number of Managed Accounts | $989,000 | 176 |
| Number of Non-Managed Accounts | $162,000 | 165 |
| Total fiduciary and related assets | $530,844,000 | 266 |
| Managed Assets ($) | $430,711,000 | 256 |
| Non-managed Assets ($) | $100,133,000 | 234 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,475,000 | 276 |
| 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 | $1,157,000 | 190 |
| Number of Managed Accounts | $988,000 | 177 |
| Number of Non-Managed Accounts | $169,000 | 156 |
| Total fiduciary and related assets | $524,030,000 | 265 |
| Managed Assets ($) | $422,823,000 | 259 |
| Non-managed Assets ($) | $101,207,000 | 229 |
| Memoranda | ||
| Gross Fiduciary activities income | $709,000 | 283 |
| 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 | $1,139,000 | 194 |
| Number of Managed Accounts | $963,000 | 173 |
| Number of Non-Managed Accounts | $176,000 | 194 |
| Total fiduciary and related assets | $508,547,000 | 261 |
| Managed Assets ($) | $408,723,000 | 258 |
| Non-managed Assets ($) | $99,824,000 | 243 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,839,000 | 272 |
| 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 | $1,142,000 | 189 |
| Number of Managed Accounts | $966,000 | 172 |
| Number of Non-Managed Accounts | $176,000 | 156 |
| Total fiduciary and related assets | $503,339,000 | 261 |
| Managed Assets ($) | $413,744,000 | 252 |
| Non-managed Assets ($) | $89,595,000 | 237 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,060,000 | 276 |
| 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 | $1,144,000 | 194 |
| Number of Managed Accounts | $964,000 | 177 |
| Number of Non-Managed Accounts | $180,000 | 157 |
| Total fiduciary and related assets | $496,107,000 | 267 |
| Managed Assets ($) | $407,300,000 | 257 |
| Non-managed Assets ($) | $88,807,000 | 240 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,369,000 | 279 |
| 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 | $1,151,000 | 191 |
| Number of Managed Accounts | $974,000 | 175 |
| Number of Non-Managed Accounts | $177,000 | 158 |
| Total fiduciary and related assets | $483,980,000 | 271 |
| Managed Assets ($) | $399,916,000 | 255 |
| Non-managed Assets ($) | $84,064,000 | 238 |
| Memoranda | ||
| Gross Fiduciary activities income | $688,000 | 279 |
| 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 | $1,146,000 | 199 |
| Number of Managed Accounts | $967,000 | 177 |
| Number of Non-Managed Accounts | $179,000 | 204 |
| Total fiduciary and related assets | $481,581,000 | 271 |
| Managed Assets ($) | $396,543,000 | 259 |
| Non-managed Assets ($) | $85,038,000 | 248 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,740,000 | 283 |
| 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 | $1,149,000 | 189 |
| Number of Managed Accounts | $965,000 | 172 |
| Number of Non-Managed Accounts | $184,000 | 157 |
| Total fiduciary and related assets | $466,755,000 | 274 |
| Managed Assets ($) | $376,592,000 | 259 |
| Non-managed Assets ($) | $90,163,000 | 233 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,060,000 | 281 |
| 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 | $1,161,000 | 189 |
| Number of Managed Accounts | $976,000 | 172 |
| Number of Non-Managed Accounts | $185,000 | 155 |
| Total fiduciary and related assets | $480,854,000 | 277 |
| Managed Assets ($) | $386,423,000 | 265 |
| Non-managed Assets ($) | $94,431,000 | 233 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,384,000 | 286 |
| 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 | $1,210,000 | 183 |
| Number of Managed Accounts | $1,031,000 | 159 |
| Number of Non-Managed Accounts | $179,000 | 157 |
| Total fiduciary and related assets | $485,360,000 | 278 |
| Managed Assets ($) | $392,356,000 | 263 |
| Non-managed Assets ($) | $93,004,000 | 237 |
| Memoranda | ||
| Gross Fiduciary activities income | $690,000 | 288 |
| 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 | $1,218,000 | 185 |
| Number of Managed Accounts | $1,039,000 | 161 |
| Number of Non-Managed Accounts | $179,000 | 209 |
| Total fiduciary and related assets | $478,007,000 | 279 |
| Managed Assets ($) | $385,885,000 | 268 |
| Non-managed Assets ($) | $92,122,000 | 244 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,656,000 | 287 |
| 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 | $1,978,000 | 115 |
| Number of Managed Accounts | $1,844,000 | 97 |
| Number of Non-Managed Accounts | $134,000 | 176 |
| Total fiduciary and related assets | $471,241,000 | 281 |
| Managed Assets ($) | $382,112,000 | 268 |
| Non-managed Assets ($) | $89,129,000 | 239 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,934,000 | 296 |
| 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 | $2,029,000 | 112 |
| Number of Managed Accounts | $1,896,000 | 95 |
| Number of Non-Managed Accounts | $133,000 | 174 |
| Total fiduciary and related assets | $492,509,000 | 275 |
| Managed Assets ($) | $400,056,000 | 256 |
| Non-managed Assets ($) | $92,453,000 | 234 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,269,000 | 296 |
| 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 | $2,023,000 | 113 |
| Number of Managed Accounts | $1,893,000 | 95 |
| Number of Non-Managed Accounts | $130,000 | 180 |
| Total fiduciary and related assets | $468,384,000 | 279 |
| Managed Assets ($) | $379,518,000 | 264 |
| Non-managed Assets ($) | $88,866,000 | 238 |
| Memoranda | ||
| Gross Fiduciary activities income | $634,000 | 296 |
| 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 | $1,878,000 | 124 |
| Number of Managed Accounts | $1,742,000 | 100 |
| Number of Non-Managed Accounts | $136,000 | 250 |
| Total fiduciary and related assets | $459,454,000 | 279 |
| Managed Assets ($) | $371,907,000 | 265 |
| Non-managed Assets ($) | $87,547,000 | 256 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,200,000 | 308 |
| 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 | $1,978,000 | 115 |
| Number of Managed Accounts | $1,845,000 | 94 |
| Number of Non-Managed Accounts | $133,000 | 182 |
| Total fiduciary and related assets | $449,867,000 | 272 |
| Managed Assets ($) | $370,492,000 | 260 |
| Non-managed Assets ($) | $79,375,000 | 242 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,527,000 | 320 |
| 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 | $1,998,000 | 113 |
| Number of Managed Accounts | $1,863,000 | 91 |
| Number of Non-Managed Accounts | $135,000 | 181 |
| Total fiduciary and related assets | $435,941,000 | 272 |
| Managed Assets ($) | $359,315,000 | 254 |
| Non-managed Assets ($) | $76,626,000 | 243 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,011,000 | 320 |
| 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 | $1,988,000 | 115 |
| Number of Managed Accounts | $1,852,000 | 89 |
| Number of Non-Managed Accounts | $136,000 | 182 |
| Total fiduciary and related assets | $438,188,000 | 272 |
| Managed Assets ($) | $362,419,000 | 249 |
| Non-managed Assets ($) | $75,769,000 | 248 |
| Memoranda | ||
| Gross Fiduciary activities income | $410,000 | 360 |
| 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 | $1,965,000 | 115 |
| Number of Managed Accounts | $1,819,000 | 88 |
| Number of Non-Managed Accounts | $146,000 | 250 |
| Total fiduciary and related assets | $433,783,000 | 273 |
| Managed Assets ($) | $355,122,000 | 250 |
| Non-managed Assets ($) | $78,661,000 | 264 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,520,000 | 360 |
| 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 | $1,962,000 | 110 |
| Number of Managed Accounts | $1,820,000 | 88 |
| Number of Non-Managed Accounts | $142,000 | 173 |
| Total fiduciary and related assets | $433,495,000 | 272 |
| Managed Assets ($) | $356,924,000 | 244 |
| Non-managed Assets ($) | $76,571,000 | 238 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,116,000 | 364 |
| 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 | $1,952,000 | 110 |
| Number of Managed Accounts | $1,809,000 | 89 |
| Number of Non-Managed Accounts | $143,000 | 175 |
| Total fiduciary and related assets | $421,652,000 | 272 |
| Managed Assets ($) | $369,432,000 | 229 |
| Non-managed Assets ($) | $52,220,000 | 264 |
| Memoranda | ||
| Gross Fiduciary activities income | $757,000 | 363 |
| 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 | $1,852,000 | 117 |
| Number of Managed Accounts | $1,711,000 | 93 |
| Number of Non-Managed Accounts | $141,000 | 178 |
| Total fiduciary and related assets | $434,304,000 | 266 |
| Managed Assets ($) | $401,577,000 | 223 |
| Non-managed Assets ($) | $32,727,000 | 296 |
| Memoranda | ||
| Gross Fiduciary activities income | $368,000 | 365 |
| 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 | $1,899,000 | 116 |
| Number of Managed Accounts | $1,763,000 | 92 |
| Number of Non-Managed Accounts | $136,000 | 265 |
| Total fiduciary and related assets | $414,449,000 | 269 |
| Managed Assets ($) | $384,974,000 | 225 |
| Non-managed Assets ($) | $29,475,000 | 414 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,477,000 | 329 |
| 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 | $1,873,000 | 111 |
| Number of Managed Accounts | $1,737,000 | 93 |
| Number of Non-Managed Accounts | $136,000 | 180 |
| Total fiduciary and related assets | $411,068,000 | 258 |
| Managed Assets ($) | $383,385,000 | 220 |
| Non-managed Assets ($) | $27,683,000 | 301 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,095,000 | 325 |
| 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 | $1,858,000 | 116 |
| Number of Managed Accounts | $1,724,000 | 96 |
| Number of Non-Managed Accounts | $134,000 | 186 |
| Total fiduciary and related assets | $448,515,000 | 254 |
| Managed Assets ($) | $420,464,000 | 217 |
| Non-managed Assets ($) | $28,051,000 | 304 |
| Memoranda | ||
| Gross Fiduciary activities income | $724,000 | 330 |
| 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 | $1,875,000 | 111 |
| Number of Managed Accounts | $1,736,000 | 90 |
| Number of Non-Managed Accounts | $139,000 | 186 |
| Total fiduciary and related assets | $333,132,000 | 296 |
| Managed Assets ($) | $307,494,000 | 261 |
| Non-managed Assets ($) | $25,638,000 | 304 |
| Memoranda | ||
| Gross Fiduciary activities income | $364,000 | 332 |
| 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 | $1,853,000 | 115 |
| Number of Managed Accounts | $1,715,000 | 88 |
| Number of Non-Managed Accounts | $138,000 | 278 |
| Total fiduciary and related assets | $327,991,000 | 301 |
| Managed Assets ($) | $302,492,000 | 263 |
| Non-managed Assets ($) | $25,499,000 | 447 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,477,000 | 317 |
| 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 | $1,846,000 | 108 |
| Number of Managed Accounts | $1,713,000 | 86 |
| Number of Non-Managed Accounts | $133,000 | 194 |
| Total fiduciary and related assets | $310,312,000 | 297 |
| Managed Assets ($) | $287,207,000 | 259 |
| Non-managed Assets ($) | $23,105,000 | 306 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,162,000 | 310 |
| 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 | $1,873,000 | 109 |
| Number of Managed Accounts | $1,741,000 | 84 |
| Number of Non-Managed Accounts | $132,000 | 192 |
| Total fiduciary and related assets | $294,138,000 | 300 |
| Managed Assets ($) | $271,892,000 | 260 |
| Non-managed Assets ($) | $22,246,000 | 306 |
| Memoranda | ||
| Gross Fiduciary activities income | $775,000 | 312 |
| 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 | $1,879,000 | 109 |
| Number of Managed Accounts | $1,745,000 | 86 |
| Number of Non-Managed Accounts | $134,000 | 191 |
| Total fiduciary and related assets | $303,369,000 | 306 |
| Managed Assets ($) | $280,417,000 | 267 |
| Non-managed Assets ($) | $22,952,000 | 306 |
| Memoranda | ||
| Gross Fiduciary activities income | $388,000 | 310 |
| 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 | $1,891,000 | 120 |
| Number of Managed Accounts | $1,752,000 | 91 |
| Number of Non-Managed Accounts | $139,000 | 275 |
| Total fiduciary and related assets | $295,958,000 | 313 |
| Managed Assets ($) | $273,246,000 | 267 |
| Non-managed Assets ($) | $22,712,000 | 473 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,457,000 | 309 |
| 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 | $1,892,000 | 113 |
| Number of Managed Accounts | $1,755,000 | 89 |
| Number of Non-Managed Accounts | $137,000 | 186 |
| Total fiduciary and related assets | $295,472,000 | 304 |
| Managed Assets ($) | $270,157,000 | 264 |
| Non-managed Assets ($) | $25,315,000 | 284 |
| Memoranda | ||
| Gross Fiduciary activities income | $975,000 | 329 |
| 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 | $1,893,000 | 112 |
| Number of Managed Accounts | $1,752,000 | 91 |
| Number of Non-Managed Accounts | $141,000 | 189 |
| Total fiduciary and related assets | $279,762,000 | 307 |
| Managed Assets ($) | $255,352,000 | 264 |
| Non-managed Assets ($) | $24,410,000 | 288 |
| Memoranda | ||
| Gross Fiduciary activities income | $651,000 | 333 |
| 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 | $1,013,000 | 211 |
| Number of Managed Accounts | $871,000 | 172 |
| Number of Non-Managed Accounts | $142,000 | 185 |
| Total fiduciary and related assets | $267,649,000 | 306 |
| Managed Assets ($) | $240,962,000 | 271 |
| Non-managed Assets ($) | $26,687,000 | 286 |
| Memoranda | ||
| Gross Fiduciary activities income | $324,000 | 325 |
| 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 | $1,017,000 | 229 |
| Number of Managed Accounts | $871,000 | 179 |
| Number of Non-Managed Accounts | $146,000 | 275 |
| Total fiduciary and related assets | $284,033,000 | 303 |
| Managed Assets ($) | $251,791,000 | 272 |
| Non-managed Assets ($) | $32,242,000 | 384 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,483,000 | 320 |
| 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 | $1,026,000 | 206 |
| Number of Managed Accounts | $879,000 | 172 |
| Number of Non-Managed Accounts | $147,000 | 188 |
| Total fiduciary and related assets | $311,502,000 | 302 |
| Managed Assets ($) | $267,052,000 | 268 |
| Non-managed Assets ($) | $44,450,000 | 285 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,136,000 | 320 |
| 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 | $1,012,000 | 216 |
| Number of Managed Accounts | $867,000 | 175 |
| Number of Non-Managed Accounts | $145,000 | 197 |
| Total fiduciary and related assets | $330,329,000 | 305 |
| Managed Assets ($) | $285,704,000 | 265 |
| Non-managed Assets ($) | $44,625,000 | 290 |
| Memoranda | ||
| Gross Fiduciary activities income | $779,000 | 324 |
| 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 | $1,015,000 | 214 |
| Number of Managed Accounts | $871,000 | 175 |
| Number of Non-Managed Accounts | $144,000 | 196 |
| Total fiduciary and related assets | $330,414,000 | 313 |
| Managed Assets ($) | $287,245,000 | 272 |
| Non-managed Assets ($) | $43,169,000 | 294 |
| Memoranda | ||
| Gross Fiduciary activities income | $378,000 | 329 |
| 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 | $1,016,000 | 219 |
| Number of Managed Accounts | $880,000 | 181 |
| Number of Non-Managed Accounts | $136,000 | 299 |
| Total fiduciary and related assets | $328,709,000 | 321 |
| Managed Assets ($) | $286,492,000 | 276 |
| Non-managed Assets ($) | $42,217,000 | 379 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,462,000 | 330 |
| 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 | $1,019,000 | 200 |
| Number of Managed Accounts | $884,000 | 173 |
| Number of Non-Managed Accounts | $135,000 | 196 |
| Total fiduciary and related assets | $335,647,000 | 315 |
| Managed Assets ($) | $293,388,000 | 274 |
| Non-managed Assets ($) | $42,259,000 | 284 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,059,000 | 334 |
| 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 | $1,025,000 | 199 |
| Number of Managed Accounts | $881,000 | 171 |
| Number of Non-Managed Accounts | $144,000 | 202 |
| Total fiduciary and related assets | $329,590,000 | 324 |
| Managed Assets ($) | $289,706,000 | 278 |
| Non-managed Assets ($) | $39,884,000 | 298 |
| Memoranda | ||
| Gross Fiduciary activities income | $707,000 | 338 |
| 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 | $1,050,000 | 194 |
| Number of Managed Accounts | $906,000 | 165 |
| Number of Non-Managed Accounts | $144,000 | 203 |
| Total fiduciary and related assets | $323,313,000 | 325 |
| Managed Assets ($) | $286,192,000 | 278 |
| Non-managed Assets ($) | $37,121,000 | 304 |
| Memoranda | ||
| Gross Fiduciary activities income | $354,000 | 340 |
| 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 | $1,177,000 | 193 |
| Number of Managed Accounts | $899,000 | 171 |
| Number of Non-Managed Accounts | $278,000 | 194 |
| Total fiduciary and related assets | $338,876,000 | 317 |
| Managed Assets ($) | $290,844,000 | 275 |
| Non-managed Assets ($) | $48,032,000 | 357 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,400,000 | 334 |
| 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 | $1,191,000 | 180 |
| Number of Managed Accounts | $913,000 | 166 |
| Number of Non-Managed Accounts | $278,000 | 151 |
| Total fiduciary and related assets | $332,871,000 | 319 |
| Managed Assets ($) | $284,599,000 | 279 |
| Non-managed Assets ($) | $48,272,000 | 282 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,007,000 | 341 |
| 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 | $1,209,000 | 181 |
| Number of Managed Accounts | $926,000 | 172 |
| Number of Non-Managed Accounts | $283,000 | 156 |
| Total fiduciary and related assets | $316,000,000 | 330 |
| Managed Assets ($) | $267,935,000 | 285 |
| Non-managed Assets ($) | $48,065,000 | 286 |
| Memoranda | ||
| Gross Fiduciary activities income | $676,000 | 348 |
| 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 | $1,221,000 | 179 |
| Number of Managed Accounts | $935,000 | 170 |
| Number of Non-Managed Accounts | $286,000 | 153 |
| Total fiduciary and related assets | $703,342,000 | 225 |
| Managed Assets ($) | $462,061,000 | 211 |
| Non-managed Assets ($) | $241,281,000 | 181 |
| Memoranda | ||
| Gross Fiduciary activities income | $349,000 | 340 |
| 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 | $1,212,000 | 187 |
| Number of Managed Accounts | $928,000 | 174 |
| Number of Non-Managed Accounts | $284,000 | 197 |
| Total fiduciary and related assets | $308,458,000 | 335 |
| Managed Assets ($) | $262,353,000 | 287 |
| Non-managed Assets ($) | $46,105,000 | 354 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,281,000 | 351 |
| 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 | $1,222,000 | 173 |
| Number of Managed Accounts | $935,000 | 163 |
| Number of Non-Managed Accounts | $287,000 | 148 |
| Total fiduciary and related assets | $306,024,000 | 327 |
| Managed Assets ($) | $258,727,000 | 280 |
| Non-managed Assets ($) | $47,297,000 | 284 |
| Memoranda | ||
| Gross Fiduciary activities income | $939,000 | 347 |
| 2005-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,222,000 | 175 |
| Number of Managed Accounts | $936,000 | 164 |
| Number of Non-Managed Accounts | $286,000 | 149 |
| Total fiduciary and related assets | $302,594,000 | 328 |
| Managed Assets ($) | $254,460,000 | 282 |
| Non-managed Assets ($) | $48,134,000 | 286 |
| Memoranda | ||
| Gross Fiduciary activities income | $626,000 | 345 |
| 2005-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,233,000 | 176 |
| Number of Managed Accounts | $953,000 | 160 |
| Number of Non-Managed Accounts | $280,000 | 155 |
| Total fiduciary and related assets | $298,038,000 | 331 |
| Managed Assets ($) | $252,139,000 | 284 |
| Non-managed Assets ($) | $45,899,000 | 291 |
| Memoranda | ||
| Gross Fiduciary activities income | $313,000 | 346 |
| 2004-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,254,000 | 186 |
| Number of Managed Accounts | $970,000 | 159 |
| Number of Non-Managed Accounts | $284,000 | 202 |
| Total fiduciary and related assets | $296,739,000 | 337 |
| Managed Assets ($) | $252,895,000 | 284 |
| Non-managed Assets ($) | $43,844,000 | 361 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,230,000 | 336 |
| 2004-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,263,000 | 172 |
| Number of Managed Accounts | $977,000 | 155 |
| Number of Non-Managed Accounts | $286,000 | 154 |
| Total fiduciary and related assets | $290,236,000 | 330 |
| Managed Assets ($) | $246,323,000 | 280 |
| Non-managed Assets ($) | $43,913,000 | 288 |
| Memoranda | ||
| Gross Fiduciary activities income | $922,000 | 345 |
| 2004-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,365,000 | 161 |
| Number of Managed Accounts | $1,077,000 | 148 |
| Number of Non-Managed Accounts | $288,000 | 154 |
| Total fiduciary and related assets | $285,460,000 | 331 |
| Managed Assets ($) | $241,260,000 | 287 |
| Non-managed Assets ($) | $44,200,000 | 297 |
| Memoranda | ||
| Gross Fiduciary activities income | $614,000 | 348 |
| 2004-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,241,000 | 172 |
| Number of Managed Accounts | $1,016,000 | 155 |
| Number of Non-Managed Accounts | $225,000 | 184 |
| Total fiduciary and related assets | $267,072,000 | 353 |
| Managed Assets ($) | $239,620,000 | 296 |
| Non-managed Assets ($) | $27,452,000 | 325 |
| Memoranda | ||
| Gross Fiduciary activities income | $307,000 | 347 |
| 2003-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,301,000 | 180 |
| Number of Managed Accounts | $992,000 | 165 |
| Number of Non-Managed Accounts | $309,000 | 207 |
| Total fiduciary and related assets | $286,980,000 | 346 |
| Managed Assets ($) | $244,084,000 | 291 |
| Non-managed Assets ($) | $42,896,000 | 377 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,162,000 | 354 |
| 2003-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,306,000 | 175 |
| Number of Managed Accounts | $1,001,000 | 163 |
| Number of Non-Managed Accounts | $305,000 | 168 |
| Total fiduciary and related assets | $281,852,000 | 342 |
| Managed Assets ($) | $234,800,000 | 293 |
| Non-managed Assets ($) | $47,052,000 | 306 |
| Memoranda | ||
| Gross Fiduciary activities income | $933,000 | 349 |
| 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 | $1,306,000 | 176 |
| Number of Managed Accounts | $1,001,000 | 163 |
| Number of Non-Managed Accounts | $305,000 | 172 |
| Total fiduciary and related assets | $276,133,000 | 351 |
| Managed Assets ($) | $231,326,000 | 292 |
| Non-managed Assets ($) | $44,807,000 | 306 |
| Memoranda | ||
| Gross Fiduciary activities income | $623,000 | 352 |
| 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 | $1,321,000 | 179 |
| Number of Managed Accounts | $1,010,000 | 169 |
| Number of Non-Managed Accounts | $311,000 | 177 |
| Total fiduciary and related assets | $265,841,000 | 355 |
| Managed Assets ($) | $222,678,000 | 296 |
| Non-managed Assets ($) | $43,163,000 | 313 |
| Memoranda | ||
| Gross Fiduciary activities income | $325,000 | 349 |
| 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 | $1,322,000 | 192 |
| Number of Managed Accounts | $1,010,000 | 180 |
| Number of Non-Managed Accounts | $312,000 | 223 |
| Total fiduciary and related assets | $269,458,000 | 356 |
| Managed Assets ($) | $224,045,000 | 298 |
| Non-managed Assets ($) | $45,413,000 | 365 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,246,000 | 364 |
| 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 | $1,309,000 | 179 |
| Number of Managed Accounts | $1,003,000 | 162 |
| Number of Non-Managed Accounts | $306,000 | 218 |
| Total fiduciary and related assets | $281,378,000 | 335 |
| Managed Assets ($) | $226,768,000 | 305 |
| Non-managed Assets ($) | $54,610,000 | 326 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,420,000 | 351 |
| 2000-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,285,000 | 373 |
| 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 | $1,101,000 | 451 |
| 1998-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,025,000 | 458 |
| 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 | $962,000 | 482 |
| 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 | $841,000 | 560 |
| 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 | $786,000 | 598 |
| 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 | $829,000 | 572 |
| 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 | $719,000 | 639 |
| 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 | $625,000 | 692 |