Home > Stock Yards Bank & Trust Company > Fiduciary and Related Services
Stock Yards Bank & 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 | $4,614,000 | 69 |
| Number of Managed Accounts | $4,438,000 | 54 |
| Number of Non-Managed Accounts | $176,000 | 183 |
| Total fiduciary and related assets | $6,974,442,000 | 92 |
| Managed Assets ($) | $5,891,750,000 | 68 |
| Non-managed Assets ($) | $1,082,692,000 | 119 |
| Memoranda | ||
| Gross Fiduciary activities income | $39,791,000 | 74 |
| 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 | $4,626,000 | 70 |
| Number of Managed Accounts | $4,451,000 | 55 |
| Number of Non-Managed Accounts | $175,000 | 147 |
| Total fiduciary and related assets | $6,494,516,000 | 98 |
| Managed Assets ($) | $5,404,849,000 | 71 |
| Non-managed Assets ($) | $1,089,667,000 | 119 |
| Memoranda | ||
| Gross Fiduciary activities income | $29,694,000 | 78 |
| 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 | $4,626,000 | 69 |
| Number of Managed Accounts | $4,430,000 | 54 |
| Number of Non-Managed Accounts | $196,000 | 153 |
| Total fiduciary and related assets | $6,747,479,000 | 90 |
| Managed Assets ($) | $5,571,018,000 | 69 |
| Non-managed Assets ($) | $1,176,461,000 | 109 |
| Memoranda | ||
| Gross Fiduciary activities income | $19,665,000 | 74 |
| 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 | $4,637,000 | 72 |
| Number of Managed Accounts | $4,451,000 | 55 |
| Number of Non-Managed Accounts | $186,000 | 151 |
| Total fiduciary and related assets | $6,536,119,000 | 100 |
| Managed Assets ($) | $5,399,430,000 | 75 |
| Non-managed Assets ($) | $1,136,689,000 | 118 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,522,000 | 81 |
| 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 | $4,640,000 | 73 |
| Number of Managed Accounts | $4,445,000 | 55 |
| Number of Non-Managed Accounts | $195,000 | 174 |
| Total fiduciary and related assets | $6,328,490,000 | 99 |
| Managed Assets ($) | $5,230,574,000 | 76 |
| Non-managed Assets ($) | $1,097,916,000 | 119 |
| Memoranda | ||
| Gross Fiduciary activities income | $36,045,000 | 83 |
| 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 | $4,645,000 | 73 |
| Number of Managed Accounts | $4,434,000 | 56 |
| Number of Non-Managed Accounts | $211,000 | 142 |
| Total fiduciary and related assets | $6,048,555,000 | 99 |
| Managed Assets ($) | $4,944,415,000 | 76 |
| Non-managed Assets ($) | $1,104,140,000 | 119 |
| Memoranda | ||
| Gross Fiduciary activities income | $26,834,000 | 85 |
| 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 | $4,672,000 | 60 |
| Number of Managed Accounts | $4,457,000 | 51 |
| Number of Non-Managed Accounts | $215,000 | 128 |
| Total fiduciary and related assets | $6,296,065,000 | 76 |
| Managed Assets ($) | $5,109,415,000 | 61 |
| Non-managed Assets ($) | $1,186,650,000 | 94 |
| Memoranda | ||
| Gross Fiduciary activities income | $17,690,000 | 68 |
| 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 | $4,688,000 | 61 |
| Number of Managed Accounts | $4,477,000 | 50 |
| Number of Non-Managed Accounts | $211,000 | 126 |
| Total fiduciary and related assets | $6,962,040,000 | 75 |
| Managed Assets ($) | $5,700,264,000 | 57 |
| Non-managed Assets ($) | $1,261,776,000 | 95 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,202,000 | 71 |
| 2021-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,996,000 | 93 |
| Number of Managed Accounts | $2,913,000 | 73 |
| Number of Non-Managed Accounts | $83,000 | 269 |
| Total fiduciary and related assets | $4,672,653,000 | 97 |
| Managed Assets ($) | $3,883,414,000 | 82 |
| Non-managed Assets ($) | $789,239,000 | 115 |
| Memoranda | ||
| Gross Fiduciary activities income | $27,535,000 | 83 |
| 2021-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,891,000 | 94 |
| Number of Managed Accounts | $2,806,000 | 76 |
| Number of Non-Managed Accounts | $85,000 | 196 |
| Total fiduciary and related assets | $4,384,404,000 | 101 |
| Managed Assets ($) | $3,603,422,000 | 87 |
| Non-managed Assets ($) | $780,982,000 | 113 |
| Memoranda | ||
| Gross Fiduciary activities income | $20,164,000 | 82 |
| 2021-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,878,000 | 93 |
| Number of Managed Accounts | $2,792,000 | 76 |
| Number of Non-Managed Accounts | $86,000 | 205 |
| Total fiduciary and related assets | $4,324,071,000 | 101 |
| Managed Assets ($) | $3,578,040,000 | 86 |
| Non-managed Assets ($) | $746,031,000 | 113 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,062,000 | 83 |
| 2021-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,580,000 | 102 |
| Number of Managed Accounts | $2,495,000 | 86 |
| Number of Non-Managed Accounts | $85,000 | 198 |
| Total fiduciary and related assets | $3,900,018,000 | 106 |
| Managed Assets ($) | $3,196,365,000 | 90 |
| Non-managed Assets ($) | $703,653,000 | 114 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,228,000 | 84 |
| 2020-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,580,000 | 104 |
| Number of Managed Accounts | $2,495,000 | 86 |
| Number of Non-Managed Accounts | $85,000 | 272 |
| Total fiduciary and related assets | $3,768,633,000 | 109 |
| Managed Assets ($) | $3,096,889,000 | 90 |
| Non-managed Assets ($) | $671,744,000 | 116 |
| Memoranda | ||
| Gross Fiduciary activities income | $23,361,000 | 84 |
| 2020-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,553,000 | 101 |
| Number of Managed Accounts | $2,475,000 | 85 |
| Number of Non-Managed Accounts | $78,000 | 206 |
| Total fiduciary and related assets | $3,333,817,000 | 109 |
| Managed Assets ($) | $2,742,522,000 | 91 |
| Non-managed Assets ($) | $591,295,000 | 118 |
| Memoranda | ||
| Gross Fiduciary activities income | $17,559,000 | 83 |
| 2020-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,519,000 | 105 |
| Number of Managed Accounts | $2,444,000 | 87 |
| Number of Non-Managed Accounts | $75,000 | 225 |
| Total fiduciary and related assets | $3,124,953,000 | 110 |
| Managed Assets ($) | $2,614,418,000 | 91 |
| Non-managed Assets ($) | $510,535,000 | 128 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,919,000 | 82 |
| 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 | $2,507,000 | 105 |
| Number of Managed Accounts | $2,431,000 | 85 |
| Number of Non-Managed Accounts | $76,000 | 210 |
| Total fiduciary and related assets | $2,885,343,000 | 109 |
| Managed Assets ($) | $2,322,287,000 | 94 |
| Non-managed Assets ($) | $563,056,000 | 112 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,208,000 | 83 |
| 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 | $2,481,000 | 112 |
| Number of Managed Accounts | $2,409,000 | 91 |
| Number of Non-Managed Accounts | $72,000 | 315 |
| Total fiduciary and related assets | $3,237,962,000 | 111 |
| Managed Assets ($) | $2,679,367,000 | 94 |
| Non-managed Assets ($) | $558,595,000 | 122 |
| Memoranda | ||
| Gross Fiduciary activities income | $22,585,000 | 86 |
| 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 | $2,444,000 | 110 |
| Number of Managed Accounts | $2,375,000 | 92 |
| Number of Non-Managed Accounts | $69,000 | 216 |
| Total fiduciary and related assets | $3,034,225,000 | 113 |
| Managed Assets ($) | $2,518,845,000 | 96 |
| Non-managed Assets ($) | $515,380,000 | 123 |
| Memoranda | ||
| Gross Fiduciary activities income | $16,790,000 | 86 |
| 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 | $2,419,000 | 112 |
| Number of Managed Accounts | $2,351,000 | 91 |
| Number of Non-Managed Accounts | $68,000 | 229 |
| Total fiduciary and related assets | $2,996,926,000 | 112 |
| Managed Assets ($) | $2,485,294,000 | 94 |
| Non-managed Assets ($) | $511,632,000 | 122 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,063,000 | 86 |
| 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 | $2,390,000 | 111 |
| Number of Managed Accounts | $2,326,000 | 91 |
| Number of Non-Managed Accounts | $64,000 | 237 |
| Total fiduciary and related assets | $2,899,560,000 | 112 |
| Managed Assets ($) | $2,408,050,000 | 95 |
| Non-managed Assets ($) | $491,510,000 | 125 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,414,000 | 87 |
| 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 | $2,387,000 | 112 |
| Number of Managed Accounts | $2,322,000 | 90 |
| Number of Non-Managed Accounts | $65,000 | 346 |
| Total fiduciary and related assets | $2,698,817,000 | 111 |
| Managed Assets ($) | $2,190,434,000 | 95 |
| Non-managed Assets ($) | $508,383,000 | 126 |
| Memoranda | ||
| Gross Fiduciary activities income | $21,483,000 | 87 |
| 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 | $2,336,000 | 110 |
| Number of Managed Accounts | $2,281,000 | 88 |
| Number of Non-Managed Accounts | $55,000 | 258 |
| Total fiduciary and related assets | $2,894,778,000 | 109 |
| Managed Assets ($) | $2,388,086,000 | 92 |
| Non-managed Assets ($) | $506,692,000 | 126 |
| Memoranda | ||
| Gross Fiduciary activities income | $16,182,000 | 85 |
| 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 | $2,285,000 | 110 |
| Number of Managed Accounts | $2,234,000 | 89 |
| Number of Non-Managed Accounts | $51,000 | 264 |
| Total fiduciary and related assets | $2,780,775,000 | 111 |
| Managed Assets ($) | $2,286,062,000 | 95 |
| Non-managed Assets ($) | $494,713,000 | 131 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,814,000 | 87 |
| 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 | $2,281,000 | 111 |
| Number of Managed Accounts | $2,214,000 | 90 |
| Number of Non-Managed Accounts | $67,000 | 237 |
| Total fiduciary and related assets | $2,773,538,000 | 113 |
| Managed Assets ($) | $2,272,260,000 | 96 |
| Non-managed Assets ($) | $501,278,000 | 130 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,477,000 | 86 |
| 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 | $2,266,000 | 113 |
| Number of Managed Accounts | $2,188,000 | 92 |
| Number of Non-Managed Accounts | $78,000 | 314 |
| Total fiduciary and related assets | $2,757,114,000 | 112 |
| Managed Assets ($) | $2,229,343,000 | 99 |
| Non-managed Assets ($) | $527,771,000 | 125 |
| Memoranda | ||
| Gross Fiduciary activities income | $20,465,000 | 86 |
| 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 | $2,281,000 | 110 |
| Number of Managed Accounts | $2,197,000 | 93 |
| Number of Non-Managed Accounts | $84,000 | 209 |
| Total fiduciary and related assets | $2,686,506,000 | 111 |
| Managed Assets ($) | $2,180,387,000 | 98 |
| Non-managed Assets ($) | $506,119,000 | 127 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,243,000 | 84 |
| 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 | $2,260,000 | 106 |
| Number of Managed Accounts | $2,171,000 | 90 |
| Number of Non-Managed Accounts | $89,000 | 206 |
| Total fiduciary and related assets | $2,579,027,000 | 110 |
| Managed Assets ($) | $2,090,791,000 | 99 |
| Non-managed Assets ($) | $488,236,000 | 127 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,228,000 | 85 |
| 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 | $2,236,000 | 105 |
| Number of Managed Accounts | $2,146,000 | 91 |
| Number of Non-Managed Accounts | $90,000 | 203 |
| Total fiduciary and related assets | $2,534,687,000 | 110 |
| Managed Assets ($) | $2,050,961,000 | 98 |
| Non-managed Assets ($) | $483,726,000 | 124 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,085,000 | 85 |
| 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 | $2,226,000 | 106 |
| Number of Managed Accounts | $2,143,000 | 90 |
| Number of Non-Managed Accounts | $83,000 | 304 |
| Total fiduciary and related assets | $2,452,539,000 | 110 |
| Managed Assets ($) | $1,978,003,000 | 98 |
| Non-managed Assets ($) | $474,536,000 | 125 |
| Memoranda | ||
| Gross Fiduciary activities income | $19,109,000 | 87 |
| 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 | $2,228,000 | 103 |
| Number of Managed Accounts | $2,150,000 | 88 |
| Number of Non-Managed Accounts | $78,000 | 222 |
| Total fiduciary and related assets | $2,377,157,000 | 110 |
| Managed Assets ($) | $1,969,299,000 | 94 |
| Non-managed Assets ($) | $407,858,000 | 129 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,184,000 | 86 |
| 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 | $2,225,000 | 106 |
| Number of Managed Accounts | $2,174,000 | 87 |
| Number of Non-Managed Accounts | $51,000 | 272 |
| Total fiduciary and related assets | $2,293,725,000 | 112 |
| Managed Assets ($) | $1,948,854,000 | 95 |
| Non-managed Assets ($) | $344,871,000 | 135 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,397,000 | 88 |
| 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 | $2,185,000 | 107 |
| Number of Managed Accounts | $2,139,000 | 90 |
| Number of Non-Managed Accounts | $46,000 | 277 |
| Total fiduciary and related assets | $2,221,213,000 | 113 |
| Managed Assets ($) | $1,896,728,000 | 97 |
| Non-managed Assets ($) | $324,485,000 | 138 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,601,000 | 85 |
| 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 | $2,150,000 | 110 |
| Number of Managed Accounts | $2,101,000 | 86 |
| Number of Non-Managed Accounts | $49,000 | 446 |
| Total fiduciary and related assets | $2,203,032,000 | 113 |
| Managed Assets ($) | $1,883,158,000 | 97 |
| Non-managed Assets ($) | $319,874,000 | 135 |
| Memoranda | ||
| Gross Fiduciary activities income | $17,894,000 | 89 |
| 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 | $2,148,000 | 110 |
| Number of Managed Accounts | $2,093,000 | 85 |
| Number of Non-Managed Accounts | $55,000 | 258 |
| Total fiduciary and related assets | $2,156,177,000 | 117 |
| Managed Assets ($) | $1,813,480,000 | 95 |
| Non-managed Assets ($) | $342,697,000 | 138 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,467,000 | 88 |
| 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 | $2,131,000 | 113 |
| Number of Managed Accounts | $2,075,000 | 88 |
| Number of Non-Managed Accounts | $56,000 | 259 |
| Total fiduciary and related assets | $2,254,343,000 | 114 |
| Managed Assets ($) | $1,892,326,000 | 98 |
| Non-managed Assets ($) | $362,017,000 | 136 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,128,000 | 88 |
| 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 | $2,112,000 | 113 |
| Number of Managed Accounts | $2,060,000 | 86 |
| Number of Non-Managed Accounts | $52,000 | 271 |
| Total fiduciary and related assets | $2,251,151,000 | 116 |
| Managed Assets ($) | $1,894,839,000 | 95 |
| Non-managed Assets ($) | $356,312,000 | 138 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,515,000 | 88 |
| 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 | $2,100,000 | 115 |
| Number of Managed Accounts | $2,047,000 | 88 |
| Number of Non-Managed Accounts | $53,000 | 442 |
| Total fiduciary and related assets | $2,232,259,000 | 115 |
| Managed Assets ($) | $1,887,220,000 | 93 |
| Non-managed Assets ($) | $345,039,000 | 136 |
| Memoranda | ||
| Gross Fiduciary activities income | $18,040,000 | 84 |
| 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 | $2,085,000 | 110 |
| Number of Managed Accounts | $2,021,000 | 89 |
| Number of Non-Managed Accounts | $64,000 | 252 |
| Total fiduciary and related assets | $2,192,123,000 | 115 |
| Managed Assets ($) | $1,836,473,000 | 91 |
| Non-managed Assets ($) | $355,650,000 | 135 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,720,000 | 84 |
| 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 | $2,085,000 | 107 |
| Number of Managed Accounts | $2,010,000 | 88 |
| Number of Non-Managed Accounts | $75,000 | 230 |
| Total fiduciary and related assets | $2,325,921,000 | 109 |
| Managed Assets ($) | $1,946,270,000 | 89 |
| Non-managed Assets ($) | $379,651,000 | 130 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,251,000 | 84 |
| 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 | $2,030,000 | 112 |
| Number of Managed Accounts | $1,952,000 | 92 |
| Number of Non-Managed Accounts | $78,000 | 228 |
| Total fiduciary and related assets | $2,248,923,000 | 109 |
| Managed Assets ($) | $1,876,802,000 | 91 |
| Non-managed Assets ($) | $372,121,000 | 130 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,522,000 | 84 |
| 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 | $1,987,000 | 118 |
| Number of Managed Accounts | $1,906,000 | 94 |
| Number of Non-Managed Accounts | $81,000 | 354 |
| Total fiduciary and related assets | $2,198,656,000 | 113 |
| Managed Assets ($) | $1,844,181,000 | 91 |
| Non-managed Assets ($) | $354,475,000 | 135 |
| Memoranda | ||
| Gross Fiduciary activities income | $16,169,000 | 88 |
| 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 | $1,924,000 | 117 |
| Number of Managed Accounts | $1,853,000 | 93 |
| Number of Non-Managed Accounts | $71,000 | 233 |
| Total fiduciary and related assets | $2,106,070,000 | 113 |
| Managed Assets ($) | $1,756,810,000 | 91 |
| Non-managed Assets ($) | $349,260,000 | 133 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,077,000 | 87 |
| 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 | $1,867,000 | 119 |
| Number of Managed Accounts | $1,808,000 | 93 |
| Number of Non-Managed Accounts | $59,000 | 255 |
| Total fiduciary and related assets | $2,013,996,000 | 114 |
| Managed Assets ($) | $1,692,990,000 | 92 |
| Non-managed Assets ($) | $321,006,000 | 137 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,046,000 | 86 |
| 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 | $1,827,000 | 123 |
| Number of Managed Accounts | $1,770,000 | 93 |
| Number of Non-Managed Accounts | $57,000 | 262 |
| Total fiduciary and related assets | $1,975,036,000 | 116 |
| Managed Assets ($) | $1,790,552,000 | 91 |
| Non-managed Assets ($) | $184,484,000 | 177 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,903,000 | 87 |
| 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 | $1,824,000 | 128 |
| Number of Managed Accounts | $1,764,000 | 95 |
| Number of Non-Managed Accounts | $60,000 | 441 |
| Total fiduciary and related assets | $1,928,553,000 | 117 |
| Managed Assets ($) | $1,730,115,000 | 91 |
| Non-managed Assets ($) | $198,438,000 | 170 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,347,000 | 88 |
| 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 | $1,773,000 | 125 |
| Number of Managed Accounts | $1,711,000 | 95 |
| Number of Non-Managed Accounts | $62,000 | 248 |
| Total fiduciary and related assets | $1,882,111,000 | 117 |
| Managed Assets ($) | $1,681,880,000 | 91 |
| Non-managed Assets ($) | $200,231,000 | 163 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,726,000 | 88 |
| 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 | $1,750,000 | 125 |
| Number of Managed Accounts | $1,690,000 | 93 |
| Number of Non-Managed Accounts | $60,000 | 248 |
| Total fiduciary and related assets | $1,804,820,000 | 117 |
| Managed Assets ($) | $1,605,952,000 | 89 |
| Non-managed Assets ($) | $198,868,000 | 165 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,200,000 | 85 |
| 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 | $1,723,000 | 128 |
| Number of Managed Accounts | $1,661,000 | 95 |
| Number of Non-Managed Accounts | $62,000 | 239 |
| Total fiduciary and related assets | $1,796,041,000 | 118 |
| Managed Assets ($) | $1,602,393,000 | 92 |
| Non-managed Assets ($) | $193,648,000 | 163 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,516,000 | 87 |
| 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 | $1,697,000 | 135 |
| Number of Managed Accounts | $1,633,000 | 97 |
| Number of Non-Managed Accounts | $64,000 | 428 |
| Total fiduciary and related assets | $1,697,389,000 | 117 |
| Managed Assets ($) | $1,514,546,000 | 92 |
| Non-managed Assets ($) | $182,843,000 | 169 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,862,000 | 77 |
| 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 | $1,692,000 | 130 |
| Number of Managed Accounts | $1,628,000 | 101 |
| Number of Non-Managed Accounts | $64,000 | 243 |
| Total fiduciary and related assets | $1,679,548,000 | 120 |
| Managed Assets ($) | $1,492,575,000 | 91 |
| Non-managed Assets ($) | $186,973,000 | 163 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,545,000 | 77 |
| 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 | $1,667,000 | 134 |
| Number of Managed Accounts | $1,602,000 | 100 |
| Number of Non-Managed Accounts | $65,000 | 247 |
| Total fiduciary and related assets | $1,763,156,000 | 120 |
| Managed Assets ($) | $1,568,948,000 | 92 |
| Non-managed Assets ($) | $194,208,000 | 162 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,199,000 | 77 |
| 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 | $1,631,000 | 131 |
| Number of Managed Accounts | $1,569,000 | 97 |
| Number of Non-Managed Accounts | $62,000 | 252 |
| Total fiduciary and related assets | $1,744,154,000 | 119 |
| Managed Assets ($) | $1,559,357,000 | 90 |
| Non-managed Assets ($) | $184,797,000 | 171 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,537,000 | 76 |
| 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 | $1,608,000 | 140 |
| Number of Managed Accounts | $1,548,000 | 97 |
| Number of Non-Managed Accounts | $60,000 | 464 |
| Total fiduciary and related assets | $1,645,071,000 | 124 |
| Managed Assets ($) | $1,458,007,000 | 96 |
| Non-managed Assets ($) | $187,064,000 | 173 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,260,000 | 77 |
| 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 | $1,592,000 | 134 |
| Number of Managed Accounts | $1,534,000 | 96 |
| Number of Non-Managed Accounts | $58,000 | 257 |
| Total fiduciary and related assets | $1,532,601,000 | 126 |
| Managed Assets ($) | $1,377,726,000 | 93 |
| Non-managed Assets ($) | $154,875,000 | 184 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,538,000 | 79 |
| 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 | $1,576,000 | 136 |
| Number of Managed Accounts | $1,516,000 | 96 |
| Number of Non-Managed Accounts | $60,000 | 254 |
| Total fiduciary and related assets | $1,455,060,000 | 121 |
| Managed Assets ($) | $1,293,967,000 | 92 |
| Non-managed Assets ($) | $161,093,000 | 179 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,493,000 | 78 |
| 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 | $1,568,000 | 137 |
| Number of Managed Accounts | $1,508,000 | 96 |
| Number of Non-Managed Accounts | $60,000 | 256 |
| Total fiduciary and related assets | $1,498,873,000 | 125 |
| Managed Assets ($) | $1,327,503,000 | 93 |
| Non-managed Assets ($) | $171,370,000 | 180 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,261,000 | 79 |
| 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 | $1,572,000 | 146 |
| Number of Managed Accounts | $1,508,000 | 101 |
| Number of Non-Managed Accounts | $64,000 | 453 |
| Total fiduciary and related assets | $1,474,555,000 | 127 |
| Managed Assets ($) | $1,305,936,000 | 95 |
| Non-managed Assets ($) | $168,619,000 | 183 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,180,000 | 88 |
| 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 | $1,555,000 | 136 |
| Number of Managed Accounts | $1,481,000 | 98 |
| Number of Non-Managed Accounts | $74,000 | 229 |
| Total fiduciary and related assets | $1,382,755,000 | 128 |
| Managed Assets ($) | $1,223,132,000 | 98 |
| Non-managed Assets ($) | $159,623,000 | 174 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,203,000 | 86 |
| 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 | $1,554,000 | 137 |
| Number of Managed Accounts | $1,480,000 | 102 |
| Number of Non-Managed Accounts | $74,000 | 235 |
| Total fiduciary and related assets | $1,308,798,000 | 130 |
| Managed Assets ($) | $1,159,615,000 | 99 |
| Non-managed Assets ($) | $149,183,000 | 175 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,472,000 | 87 |
| 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 | $1,561,000 | 132 |
| Number of Managed Accounts | $1,489,000 | 100 |
| Number of Non-Managed Accounts | $72,000 | 235 |
| Total fiduciary and related assets | $1,244,411,000 | 130 |
| Managed Assets ($) | $1,083,780,000 | 99 |
| Non-managed Assets ($) | $160,631,000 | 162 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,671,000 | 87 |
| 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 | $1,538,000 | 150 |
| Number of Managed Accounts | $1,458,000 | 105 |
| Number of Non-Managed Accounts | $80,000 | 419 |
| Total fiduciary and related assets | $1,243,182,000 | 134 |
| Managed Assets ($) | $1,070,804,000 | 105 |
| Non-managed Assets ($) | $172,378,000 | 171 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,203,000 | 89 |
| 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 | $1,535,000 | 139 |
| Number of Managed Accounts | $1,453,000 | 101 |
| Number of Non-Managed Accounts | $82,000 | 239 |
| Total fiduciary and related assets | $1,350,303,000 | 136 |
| Managed Assets ($) | $1,151,488,000 | 109 |
| Non-managed Assets ($) | $198,815,000 | 167 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,400,000 | 90 |
| 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 | $1,513,000 | 143 |
| Number of Managed Accounts | $1,430,000 | 106 |
| Number of Non-Managed Accounts | $83,000 | 240 |
| Total fiduciary and related assets | $1,421,354,000 | 140 |
| Managed Assets ($) | $1,208,444,000 | 110 |
| Non-managed Assets ($) | $212,910,000 | 172 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,515,000 | 91 |
| 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 | $1,502,000 | 144 |
| Number of Managed Accounts | $1,424,000 | 106 |
| Number of Non-Managed Accounts | $78,000 | 246 |
| Total fiduciary and related assets | $1,430,743,000 | 142 |
| Managed Assets ($) | $1,206,924,000 | 113 |
| Non-managed Assets ($) | $223,819,000 | 170 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,279,000 | 90 |
| 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 | $1,488,000 | 154 |
| Number of Managed Accounts | $1,407,000 | 110 |
| Number of Non-Managed Accounts | $81,000 | 419 |
| Total fiduciary and related assets | $1,534,632,000 | 138 |
| Managed Assets ($) | $1,285,553,000 | 108 |
| Non-managed Assets ($) | $249,079,000 | 166 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,886,000 | 91 |
| 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 | $1,476,000 | 144 |
| Number of Managed Accounts | $1,394,000 | 114 |
| Number of Non-Managed Accounts | $82,000 | 231 |
| Total fiduciary and related assets | $1,569,561,000 | 139 |
| Managed Assets ($) | $1,307,235,000 | 110 |
| Non-managed Assets ($) | $262,326,000 | 158 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,760,000 | 86 |
| 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 | $1,441,000 | 152 |
| Number of Managed Accounts | $1,397,000 | 113 |
| Number of Non-Managed Accounts | $44,000 | 290 |
| Total fiduciary and related assets | $1,530,991,000 | 146 |
| Managed Assets ($) | $1,333,500,000 | 113 |
| Non-managed Assets ($) | $197,491,000 | 185 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,533,000 | 89 |
| 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 | $1,428,000 | 151 |
| Number of Managed Accounts | $1,382,000 | 111 |
| Number of Non-Managed Accounts | $46,000 | 288 |
| Total fiduciary and related assets | $1,465,325,000 | 147 |
| Managed Assets ($) | $1,272,088,000 | 114 |
| Non-managed Assets ($) | $193,237,000 | 187 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,197,000 | 91 |
| 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 | $1,433,000 | 161 |
| Number of Managed Accounts | $1,387,000 | 113 |
| Number of Non-Managed Accounts | $46,000 | 580 |
| Total fiduciary and related assets | $1,443,195,000 | 147 |
| Managed Assets ($) | $1,251,745,000 | 112 |
| Non-managed Assets ($) | $191,450,000 | 187 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,632,000 | 93 |
| 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 | $1,425,000 | 154 |
| Number of Managed Accounts | $1,378,000 | 116 |
| Number of Non-Managed Accounts | $47,000 | 286 |
| Total fiduciary and related assets | $1,363,923,000 | 152 |
| Managed Assets ($) | $1,180,838,000 | 116 |
| Non-managed Assets ($) | $183,085,000 | 191 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,599,000 | 99 |
| 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 | $1,410,000 | 159 |
| Number of Managed Accounts | $1,365,000 | 124 |
| Number of Non-Managed Accounts | $45,000 | 295 |
| Total fiduciary and related assets | $1,319,908,000 | 158 |
| Managed Assets ($) | $1,147,057,000 | 122 |
| Non-managed Assets ($) | $172,851,000 | 200 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,718,000 | 103 |
| 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 | $1,402,000 | 160 |
| Number of Managed Accounts | $1,361,000 | 122 |
| Number of Non-Managed Accounts | $41,000 | 305 |
| Total fiduciary and related assets | $1,334,582,000 | 158 |
| Managed Assets ($) | $1,155,282,000 | 121 |
| Non-managed Assets ($) | $179,300,000 | 200 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,788,000 | 104 |
| 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 | $1,394,000 | 168 |
| Number of Managed Accounts | $1,355,000 | 123 |
| Number of Non-Managed Accounts | $39,000 | 639 |
| Total fiduciary and related assets | $1,293,200,000 | 162 |
| Managed Assets ($) | $1,125,516,000 | 118 |
| Non-managed Assets ($) | $167,684,000 | 213 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,813,000 | 100 |
| 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 | $1,347,000 | 159 |
| Number of Managed Accounts | $1,249,000 | 130 |
| Number of Non-Managed Accounts | $98,000 | 242 |
| Total fiduciary and related assets | $1,283,063,000 | 162 |
| Managed Assets ($) | $1,027,419,000 | 120 |
| Non-managed Assets ($) | $255,644,000 | 170 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,065,000 | 100 |
| 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 | $1,485,000 | 147 |
| Number of Managed Accounts | $1,293,000 | 121 |
| Number of Non-Managed Accounts | $192,000 | 190 |
| Total fiduciary and related assets | $1,245,944,000 | 154 |
| Managed Assets ($) | $997,540,000 | 119 |
| Non-managed Assets ($) | $248,404,000 | 169 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,447,000 | 100 |
| 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 | $1,491,000 | 151 |
| Number of Managed Accounts | $1,286,000 | 123 |
| Number of Non-Managed Accounts | $205,000 | 185 |
| Total fiduciary and related assets | $1,228,444,000 | 164 |
| Managed Assets ($) | $978,409,000 | 125 |
| Non-managed Assets ($) | $250,035,000 | 175 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,697,000 | 103 |
| 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 | $1,485,000 | 164 |
| Number of Managed Accounts | $1,288,000 | 128 |
| Number of Non-Managed Accounts | $197,000 | 261 |
| Total fiduciary and related assets | $1,211,270,000 | 164 |
| Managed Assets ($) | $957,930,000 | 126 |
| Non-managed Assets ($) | $253,340,000 | 177 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,427,000 | 108 |
| 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 | $1,485,000 | 151 |
| Number of Managed Accounts | $1,289,000 | 125 |
| Number of Non-Managed Accounts | $196,000 | 190 |
| Total fiduciary and related assets | $1,133,935,000 | 168 |
| Managed Assets ($) | $914,460,000 | 131 |
| Non-managed Assets ($) | $219,475,000 | 187 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,017,000 | 110 |
| 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 | $1,478,000 | 153 |
| Number of Managed Accounts | $1,276,000 | 125 |
| Number of Non-Managed Accounts | $202,000 | 194 |
| Total fiduciary and related assets | $1,115,586,000 | 169 |
| Managed Assets ($) | $901,724,000 | 132 |
| Non-managed Assets ($) | $213,862,000 | 189 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,656,000 | 113 |
| 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 | $1,458,000 | 154 |
| Number of Managed Accounts | $1,252,000 | 130 |
| Number of Non-Managed Accounts | $206,000 | 189 |
| Total fiduciary and related assets | $1,120,484,000 | 167 |
| Managed Assets ($) | $907,658,000 | 132 |
| Non-managed Assets ($) | $212,826,000 | 193 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,214,000 | 116 |
| 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 | $1,233,000 | 192 |
| Number of Managed Accounts | $1,059,000 | 157 |
| Number of Non-Managed Accounts | $174,000 | 299 |
| Total fiduciary and related assets | $1,112,984,000 | 169 |
| Managed Assets ($) | $923,748,000 | 131 |
| Non-managed Assets ($) | $189,236,000 | 210 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,301,000 | 118 |
| 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 | $1,236,000 | 183 |
| Number of Managed Accounts | $1,062,000 | 154 |
| Number of Non-Managed Accounts | $174,000 | 223 |
| Total fiduciary and related assets | $1,092,103,000 | 176 |
| Managed Assets ($) | $915,833,000 | 137 |
| Non-managed Assets ($) | $176,270,000 | 211 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,156,000 | 124 |
| 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 | $1,277,000 | 181 |
| Number of Managed Accounts | $1,095,000 | 153 |
| Number of Non-Managed Accounts | $182,000 | 227 |
| Total fiduciary and related assets | $1,023,529,000 | 182 |
| Managed Assets ($) | $853,357,000 | 141 |
| Non-managed Assets ($) | $170,172,000 | 211 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,085,000 | 125 |
| 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 | $1,303,000 | 181 |
| Number of Managed Accounts | $1,112,000 | 157 |
| Number of Non-Managed Accounts | $191,000 | 228 |
| Total fiduciary and related assets | $999,263,000 | 184 |
| Managed Assets ($) | $820,784,000 | 142 |
| Non-managed Assets ($) | $178,479,000 | 212 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,026,000 | 132 |
| 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 | $1,324,000 | 191 |
| Number of Managed Accounts | $1,125,000 | 163 |
| Number of Non-Managed Accounts | $199,000 | 296 |
| Total fiduciary and related assets | $997,133,000 | 186 |
| Managed Assets ($) | $834,904,000 | 142 |
| Non-managed Assets ($) | $162,229,000 | 220 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,030,000 | 130 |
| 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 | $1,328,000 | 174 |
| Number of Managed Accounts | $1,259,000 | 135 |
| Number of Non-Managed Accounts | $69,000 | 504 |
| Total fiduciary and related assets | $979,561,000 | 172 |
| Managed Assets ($) | $896,367,000 | 131 |
| Non-managed Assets ($) | $83,194,000 | 265 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,256,000 | 135 |
| 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 | $6,327,000 | 147 |
| 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 | $5,194,000 | 190 |
| 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 | $4,573,000 | 201 |
| 1997-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $3,332,000 | 246 |
| 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 | $2,400,000 | 323 |
| 1995-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $2,086,000 | 367 |
| 1994-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,505,000 | 430 |
| 1993-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,340,000 | 476 |
| 1992-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,069,000 | 536 |