Home > The Canandaigua National Bank and Trust Company > Fiduciary and Related Services
The Canandaigua National Bank and Trust Company, Fiduciary and Related Services
| 2025-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 5 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $4,355,000 | 76 |
| Number of Managed Accounts | $4,182,000 | 59 |
| Number of Non-Managed Accounts | $173,000 | 149 |
| Total fiduciary and related assets | $3,269,722,000 | 149 |
| Managed Assets ($) | $2,769,575,000 | 121 |
| Non-managed Assets ($) | $500,147,000 | 156 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,182,000 | 120 |
| 2024-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 6 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $4,372,000 | 76 |
| Number of Managed Accounts | $4,204,000 | 59 |
| Number of Non-Managed Accounts | $168,000 | 192 |
| Total fiduciary and related assets | $3,279,866,000 | 147 |
| Managed Assets ($) | $2,773,174,000 | 121 |
| Non-managed Assets ($) | $506,692,000 | 155 |
| Memoranda | ||
| Gross Fiduciary activities income | $24,777,000 | 116 |
| 2024-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 3 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $4,345,000 | 77 |
| Number of Managed Accounts | $4,178,000 | 60 |
| Number of Non-Managed Accounts | $167,000 | 151 |
| Total fiduciary and related assets | $3,338,072,000 | 143 |
| Managed Assets ($) | $2,822,623,000 | 118 |
| Non-managed Assets ($) | $515,449,000 | 153 |
| Memoranda | ||
| Gross Fiduciary activities income | $18,215,000 | 117 |
| 2024-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 2 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $4,354,000 | 76 |
| Number of Managed Accounts | $4,181,000 | 60 |
| Number of Non-Managed Accounts | $173,000 | 159 |
| Total fiduciary and related assets | $3,188,501,000 | 145 |
| Managed Assets ($) | $2,697,541,000 | 123 |
| Non-managed Assets ($) | $490,960,000 | 157 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,920,000 | 126 |
| 2024-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 7 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $4,351,000 | 76 |
| Number of Managed Accounts | $4,179,000 | 60 |
| Number of Non-Managed Accounts | $172,000 | 150 |
| Total fiduciary and related assets | $3,202,657,000 | 148 |
| Managed Assets ($) | $2,715,549,000 | 119 |
| Non-managed Assets ($) | $487,108,000 | 153 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,838,000 | 112 |
| 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 | $4,281,000 | 73 |
| Number of Managed Accounts | $4,111,000 | 59 |
| Number of Non-Managed Accounts | $170,000 | 184 |
| Total fiduciary and related assets | $3,093,757,000 | 141 |
| Managed Assets ($) | $2,630,667,000 | 115 |
| Non-managed Assets ($) | $463,090,000 | 156 |
| Memoranda | ||
| Gross Fiduciary activities income | $22,663,000 | 108 |
| 2023-09-30 | Rank | |
| Fiduciary powers granted | $0 | 1,485 |
| Fiduciary power exercised | $0 | 1,127 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 375 |
| Number of Managed Accounts | $0 | 366 |
| Number of Non-Managed Accounts | $0 | 365 |
| Total fiduciary and related assets | NA | NA |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $4 | 947 |
| 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 | $4,337,000 | 77 |
| Number of Managed Accounts | $4,162,000 | 58 |
| Number of Non-Managed Accounts | $175,000 | 152 |
| Total fiduciary and related assets | $3,002,985,000 | 145 |
| Managed Assets ($) | $2,552,279,000 | 118 |
| Non-managed Assets ($) | $450,706,000 | 155 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,552,000 | 113 |
| 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 | $4,346,000 | 78 |
| Number of Managed Accounts | $4,167,000 | 57 |
| Number of Non-Managed Accounts | $179,000 | 190 |
| Total fiduciary and related assets | $2,935,883,000 | 146 |
| Managed Assets ($) | $2,496,243,000 | 118 |
| Non-managed Assets ($) | $439,640,000 | 157 |
| Memoranda | ||
| Gross Fiduciary activities income | $23,569,000 | 105 |
| 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 | $4,340,000 | 77 |
| Number of Managed Accounts | $4,156,000 | 58 |
| Number of Non-Managed Accounts | $184,000 | 153 |
| Total fiduciary and related assets | $2,768,281,000 | 147 |
| Managed Assets ($) | $2,353,544,000 | 117 |
| Non-managed Assets ($) | $414,737,000 | 157 |
| Memoranda | ||
| Gross Fiduciary activities income | $17,386,000 | 109 |
| 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 | $4,335,000 | 67 |
| Number of Managed Accounts | $4,149,000 | 55 |
| Number of Non-Managed Accounts | $186,000 | 140 |
| Total fiduciary and related assets | $2,897,649,000 | 119 |
| Managed Assets ($) | $2,481,922,000 | 97 |
| Non-managed Assets ($) | $415,727,000 | 131 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,809,000 | 91 |
| 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 | $4,313,000 | 67 |
| Number of Managed Accounts | $4,127,000 | 54 |
| Number of Non-Managed Accounts | $186,000 | 136 |
| Total fiduciary and related assets | $3,188,204,000 | 121 |
| Managed Assets ($) | $2,735,875,000 | 97 |
| Non-managed Assets ($) | $452,329,000 | 130 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,941,000 | 90 |
| 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 | $4,337,000 | 68 |
| Number of Managed Accounts | $4,147,000 | 52 |
| Number of Non-Managed Accounts | $190,000 | 158 |
| Total fiduciary and related assets | $3,335,906,000 | 120 |
| Managed Assets ($) | $2,854,096,000 | 95 |
| Non-managed Assets ($) | $481,810,000 | 131 |
| Memoranda | ||
| Gross Fiduciary activities income | $23,249,000 | 91 |
| 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 | $4,290,000 | 68 |
| Number of Managed Accounts | $4,106,000 | 54 |
| Number of Non-Managed Accounts | $184,000 | 133 |
| Total fiduciary and related assets | $3,146,644,000 | 120 |
| Managed Assets ($) | $2,687,093,000 | 98 |
| Non-managed Assets ($) | $459,551,000 | 131 |
| Memoranda | ||
| Gross Fiduciary activities income | $17,349,000 | 88 |
| 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 | $4,272,000 | 68 |
| Number of Managed Accounts | $4,084,000 | 56 |
| Number of Non-Managed Accounts | $188,000 | 138 |
| Total fiduciary and related assets | $3,138,204,000 | 122 |
| Managed Assets ($) | $2,673,049,000 | 99 |
| Non-managed Assets ($) | $465,155,000 | 135 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,284,000 | 88 |
| 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 | $4,187,000 | 69 |
| Number of Managed Accounts | $4,007,000 | 57 |
| Number of Non-Managed Accounts | $180,000 | 140 |
| Total fiduciary and related assets | $3,025,975,000 | 120 |
| Managed Assets ($) | $2,579,954,000 | 99 |
| Non-managed Assets ($) | $446,021,000 | 134 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,495,000 | 91 |
| 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 | $4,104,000 | 71 |
| Number of Managed Accounts | $3,920,000 | 58 |
| Number of Non-Managed Accounts | $184,000 | 167 |
| Total fiduciary and related assets | $2,918,064,000 | 121 |
| Managed Assets ($) | $2,491,006,000 | 100 |
| Non-managed Assets ($) | $427,058,000 | 133 |
| Memoranda | ||
| Gross Fiduciary activities income | $20,735,000 | 89 |
| 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 | $4,137,000 | 70 |
| Number of Managed Accounts | $3,952,000 | 58 |
| Number of Non-Managed Accounts | $185,000 | 133 |
| Total fiduciary and related assets | $2,705,448,000 | 118 |
| Managed Assets ($) | $2,329,523,000 | 101 |
| Non-managed Assets ($) | $375,925,000 | 135 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,341,000 | 88 |
| 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 | $4,157,000 | 69 |
| Number of Managed Accounts | $3,967,000 | 57 |
| Number of Non-Managed Accounts | $190,000 | 141 |
| Total fiduciary and related assets | $2,597,348,000 | 122 |
| Managed Assets ($) | $2,236,157,000 | 102 |
| Non-managed Assets ($) | $361,191,000 | 140 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,217,000 | 89 |
| 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 | $4,172,000 | 66 |
| Number of Managed Accounts | $3,984,000 | 55 |
| Number of Non-Managed Accounts | $188,000 | 137 |
| Total fiduciary and related assets | $2,339,619,000 | 121 |
| Managed Assets ($) | $2,024,733,000 | 102 |
| Non-managed Assets ($) | $314,886,000 | 141 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,358,000 | 87 |
| 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 | $4,210,000 | 65 |
| Number of Managed Accounts | $4,008,000 | 52 |
| Number of Non-Managed Accounts | $202,000 | 166 |
| Total fiduciary and related assets | $2,738,424,000 | 116 |
| Managed Assets ($) | $2,373,484,000 | 101 |
| Non-managed Assets ($) | $364,940,000 | 142 |
| Memoranda | ||
| Gross Fiduciary activities income | $20,456,000 | 90 |
| 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 | $4,194,000 | 66 |
| Number of Managed Accounts | $3,999,000 | 54 |
| Number of Non-Managed Accounts | $195,000 | 136 |
| Total fiduciary and related assets | $2,628,579,000 | 118 |
| Managed Assets ($) | $2,274,730,000 | 103 |
| Non-managed Assets ($) | $353,849,000 | 141 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,097,000 | 91 |
| 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 | $4,227,000 | 66 |
| Number of Managed Accounts | $4,040,000 | 53 |
| Number of Non-Managed Accounts | $187,000 | 142 |
| Total fiduciary and related assets | $2,618,836,000 | 118 |
| Managed Assets ($) | $2,241,564,000 | 103 |
| Non-managed Assets ($) | $377,272,000 | 139 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,899,000 | 93 |
| 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 | $4,196,000 | 65 |
| Number of Managed Accounts | $4,010,000 | 53 |
| Number of Non-Managed Accounts | $186,000 | 150 |
| Total fiduciary and related assets | $2,554,908,000 | 119 |
| Managed Assets ($) | $2,182,817,000 | 103 |
| Non-managed Assets ($) | $372,091,000 | 139 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,750,000 | 93 |
| 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 | $4,199,000 | 68 |
| Number of Managed Accounts | $4,011,000 | 53 |
| Number of Non-Managed Accounts | $188,000 | 176 |
| Total fiduciary and related assets | $2,361,982,000 | 117 |
| Managed Assets ($) | $2,022,682,000 | 103 |
| Non-managed Assets ($) | $339,300,000 | 143 |
| Memoranda | ||
| Gross Fiduciary activities income | $18,484,000 | 97 |
| 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 | $4,159,000 | 67 |
| Number of Managed Accounts | $3,967,000 | 53 |
| Number of Non-Managed Accounts | $192,000 | 145 |
| Total fiduciary and related assets | $2,553,468,000 | 117 |
| Managed Assets ($) | $2,174,821,000 | 99 |
| Non-managed Assets ($) | $378,647,000 | 142 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,705,000 | 96 |
| 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 | $4,143,000 | 67 |
| Number of Managed Accounts | $3,944,000 | 53 |
| Number of Non-Managed Accounts | $199,000 | 145 |
| Total fiduciary and related assets | $2,469,310,000 | 116 |
| Managed Assets ($) | $2,100,473,000 | 101 |
| Non-managed Assets ($) | $368,837,000 | 145 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,789,000 | 98 |
| 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 | $4,104,000 | 67 |
| Number of Managed Accounts | $3,927,000 | 54 |
| Number of Non-Managed Accounts | $177,000 | 155 |
| Total fiduciary and related assets | $2,431,601,000 | 118 |
| Managed Assets ($) | $2,126,211,000 | 101 |
| Non-managed Assets ($) | $305,390,000 | 156 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,911,000 | 107 |
| 2017-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,163,000 | 83 |
| Number of Managed Accounts | $2,984,000 | 68 |
| Number of Non-Managed Accounts | $179,000 | 193 |
| Total fiduciary and related assets | $1,778,382,000 | 144 |
| Managed Assets ($) | $1,527,497,000 | 125 |
| Non-managed Assets ($) | $250,885,000 | 169 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,294,000 | 113 |
| 2017-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,185,000 | 81 |
| Number of Managed Accounts | $3,002,000 | 68 |
| Number of Non-Managed Accounts | $183,000 | 153 |
| Total fiduciary and related assets | $1,729,390,000 | 145 |
| Managed Assets ($) | $1,484,847,000 | 122 |
| Non-managed Assets ($) | $244,543,000 | 175 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,898,000 | 113 |
| 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 | $3,218,000 | 77 |
| Number of Managed Accounts | $3,028,000 | 65 |
| Number of Non-Managed Accounts | $190,000 | 151 |
| Total fiduciary and related assets | $1,689,518,000 | 143 |
| Managed Assets ($) | $1,428,733,000 | 119 |
| Non-managed Assets ($) | $260,785,000 | 164 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,475,000 | 113 |
| 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 | $3,207,000 | 76 |
| Number of Managed Accounts | $3,010,000 | 65 |
| Number of Non-Managed Accounts | $197,000 | 141 |
| Total fiduciary and related assets | $1,638,461,000 | 140 |
| Managed Assets ($) | $1,387,659,000 | 117 |
| Non-managed Assets ($) | $250,802,000 | 162 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,301,000 | 111 |
| 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 | $3,211,000 | 78 |
| Number of Managed Accounts | $3,004,000 | 65 |
| Number of Non-Managed Accounts | $207,000 | 170 |
| Total fiduciary and related assets | $1,593,443,000 | 138 |
| Managed Assets ($) | $1,340,486,000 | 119 |
| Non-managed Assets ($) | $252,957,000 | 156 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,324,000 | 111 |
| 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 | $3,105,000 | 78 |
| Number of Managed Accounts | $2,902,000 | 66 |
| Number of Non-Managed Accounts | $203,000 | 144 |
| Total fiduciary and related assets | $1,549,118,000 | 139 |
| Managed Assets ($) | $1,316,184,000 | 121 |
| Non-managed Assets ($) | $232,934,000 | 161 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,892,000 | 113 |
| 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 | $3,070,000 | 79 |
| Number of Managed Accounts | $2,854,000 | 67 |
| Number of Non-Managed Accounts | $216,000 | 141 |
| Total fiduciary and related assets | $1,521,906,000 | 138 |
| Managed Assets ($) | $1,283,060,000 | 122 |
| Non-managed Assets ($) | $238,846,000 | 162 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,941,000 | 114 |
| 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 | $3,077,000 | 80 |
| Number of Managed Accounts | $2,856,000 | 67 |
| Number of Non-Managed Accounts | $221,000 | 140 |
| Total fiduciary and related assets | $1,499,999,000 | 140 |
| Managed Assets ($) | $1,269,915,000 | 124 |
| Non-managed Assets ($) | $230,084,000 | 160 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,797,000 | 115 |
| 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 | $3,076,000 | 82 |
| Number of Managed Accounts | $2,854,000 | 65 |
| Number of Non-Managed Accounts | $222,000 | 170 |
| Total fiduciary and related assets | $1,474,520,000 | 141 |
| Managed Assets ($) | $1,248,469,000 | 120 |
| Non-managed Assets ($) | $226,051,000 | 158 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,575,000 | 110 |
| 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 | $3,056,000 | 81 |
| Number of Managed Accounts | $2,834,000 | 65 |
| Number of Non-Managed Accounts | $222,000 | 139 |
| Total fiduciary and related assets | $1,427,033,000 | 142 |
| Managed Assets ($) | $1,209,353,000 | 120 |
| Non-managed Assets ($) | $217,680,000 | 162 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,062,000 | 111 |
| 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 | $3,046,000 | 84 |
| Number of Managed Accounts | $2,821,000 | 66 |
| Number of Non-Managed Accounts | $225,000 | 136 |
| Total fiduciary and related assets | $1,501,367,000 | 144 |
| Managed Assets ($) | $1,274,807,000 | 122 |
| Non-managed Assets ($) | $226,560,000 | 163 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,952,000 | 115 |
| 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 | $2,994,000 | 84 |
| Number of Managed Accounts | $2,769,000 | 66 |
| Number of Non-Managed Accounts | $225,000 | 143 |
| Total fiduciary and related assets | $1,488,562,000 | 145 |
| Managed Assets ($) | $1,233,237,000 | 123 |
| Non-managed Assets ($) | $255,325,000 | 158 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,890,000 | 116 |
| 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 | $2,948,000 | 86 |
| Number of Managed Accounts | $2,733,000 | 66 |
| Number of Non-Managed Accounts | $215,000 | 180 |
| Total fiduciary and related assets | $1,463,720,000 | 145 |
| Managed Assets ($) | $1,212,164,000 | 124 |
| Non-managed Assets ($) | $251,556,000 | 159 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,480,000 | 114 |
| 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 | $2,908,000 | 86 |
| Number of Managed Accounts | $2,693,000 | 66 |
| Number of Non-Managed Accounts | $215,000 | 142 |
| Total fiduciary and related assets | $1,440,177,000 | 146 |
| Managed Assets ($) | $1,191,855,000 | 123 |
| Non-managed Assets ($) | $248,322,000 | 159 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,521,000 | 113 |
| 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 | $2,850,000 | 85 |
| Number of Managed Accounts | $2,614,000 | 65 |
| Number of Non-Managed Accounts | $236,000 | 135 |
| Total fiduciary and related assets | $1,451,698,000 | 143 |
| Managed Assets ($) | $1,187,285,000 | 122 |
| Non-managed Assets ($) | $264,413,000 | 151 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,583,000 | 112 |
| 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 | $2,829,000 | 87 |
| Number of Managed Accounts | $2,581,000 | 68 |
| Number of Non-Managed Accounts | $248,000 | 137 |
| Total fiduciary and related assets | $1,424,226,000 | 143 |
| Managed Assets ($) | $1,159,375,000 | 123 |
| Non-managed Assets ($) | $264,851,000 | 152 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,793,000 | 112 |
| 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 | $2,794,000 | 90 |
| Number of Managed Accounts | $2,545,000 | 70 |
| Number of Non-Managed Accounts | $249,000 | 172 |
| Total fiduciary and related assets | $1,386,488,000 | 145 |
| Managed Assets ($) | $1,129,489,000 | 124 |
| Non-managed Assets ($) | $256,999,000 | 152 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,781,000 | 112 |
| 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 | $2,774,000 | 89 |
| Number of Managed Accounts | $2,525,000 | 70 |
| Number of Non-Managed Accounts | $249,000 | 138 |
| Total fiduciary and related assets | $1,328,863,000 | 141 |
| Managed Assets ($) | $1,086,721,000 | 123 |
| Non-managed Assets ($) | $242,142,000 | 150 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,151,000 | 110 |
| 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 | $2,741,000 | 89 |
| Number of Managed Accounts | $2,490,000 | 71 |
| Number of Non-Managed Accounts | $251,000 | 139 |
| Total fiduciary and related assets | $1,287,369,000 | 143 |
| Managed Assets ($) | $1,055,521,000 | 120 |
| Non-managed Assets ($) | $231,848,000 | 156 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,224,000 | 113 |
| 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 | $2,694,000 | 88 |
| Number of Managed Accounts | $2,442,000 | 70 |
| Number of Non-Managed Accounts | $252,000 | 140 |
| Total fiduciary and related assets | $1,289,263,000 | 145 |
| Managed Assets ($) | $1,054,617,000 | 120 |
| Non-managed Assets ($) | $234,646,000 | 153 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,564,000 | 114 |
| 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 | $2,690,000 | 89 |
| Number of Managed Accounts | $2,427,000 | 70 |
| Number of Non-Managed Accounts | $263,000 | 179 |
| Total fiduciary and related assets | $1,225,697,000 | 147 |
| Managed Assets ($) | $1,006,366,000 | 122 |
| Non-managed Assets ($) | $219,331,000 | 157 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,059,000 | 118 |
| 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 | $2,643,000 | 87 |
| Number of Managed Accounts | $2,373,000 | 70 |
| Number of Non-Managed Accounts | $270,000 | 128 |
| Total fiduciary and related assets | $1,178,690,000 | 147 |
| Managed Assets ($) | $961,469,000 | 125 |
| Non-managed Assets ($) | $217,221,000 | 156 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,743,000 | 118 |
| 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 | $2,614,000 | 87 |
| Number of Managed Accounts | $2,350,000 | 68 |
| Number of Non-Managed Accounts | $264,000 | 131 |
| Total fiduciary and related assets | $1,138,209,000 | 147 |
| Managed Assets ($) | $927,600,000 | 123 |
| Non-managed Assets ($) | $210,609,000 | 158 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,491,000 | 118 |
| 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 | $2,596,000 | 87 |
| Number of Managed Accounts | $2,330,000 | 69 |
| Number of Non-Managed Accounts | $266,000 | 130 |
| Total fiduciary and related assets | $1,164,379,000 | 146 |
| Managed Assets ($) | $946,019,000 | 125 |
| Non-managed Assets ($) | $218,360,000 | 153 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,323,000 | 115 |
| 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 | $2,579,000 | 89 |
| Number of Managed Accounts | $2,313,000 | 69 |
| Number of Non-Managed Accounts | $266,000 | 169 |
| Total fiduciary and related assets | $1,082,730,000 | 145 |
| Managed Assets ($) | $883,116,000 | 127 |
| Non-managed Assets ($) | $199,614,000 | 160 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,444,000 | 108 |
| 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 | $2,582,000 | 87 |
| Number of Managed Accounts | $2,322,000 | 71 |
| Number of Non-Managed Accounts | $260,000 | 133 |
| Total fiduciary and related assets | $1,022,716,000 | 147 |
| Managed Assets ($) | $839,760,000 | 130 |
| Non-managed Assets ($) | $182,956,000 | 167 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,299,000 | 109 |
| 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 | $2,549,000 | 89 |
| Number of Managed Accounts | $2,293,000 | 72 |
| Number of Non-Managed Accounts | $256,000 | 137 |
| Total fiduciary and related assets | $1,114,074,000 | 149 |
| Managed Assets ($) | $906,875,000 | 130 |
| Non-managed Assets ($) | $207,199,000 | 155 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,100,000 | 112 |
| 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 | $2,516,000 | 88 |
| Number of Managed Accounts | $2,260,000 | 71 |
| Number of Non-Managed Accounts | $256,000 | 137 |
| Total fiduciary and related assets | $1,095,994,000 | 149 |
| Managed Assets ($) | $895,296,000 | 128 |
| Non-managed Assets ($) | $200,698,000 | 163 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,035,000 | 109 |
| 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 | $2,473,000 | 94 |
| Number of Managed Accounts | $2,216,000 | 75 |
| Number of Non-Managed Accounts | $257,000 | 183 |
| Total fiduciary and related assets | $1,008,751,000 | 153 |
| Managed Assets ($) | $819,631,000 | 137 |
| Non-managed Assets ($) | $189,120,000 | 171 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,086,000 | 116 |
| 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 | $2,444,000 | 89 |
| Number of Managed Accounts | $2,191,000 | 76 |
| Number of Non-Managed Accounts | $253,000 | 144 |
| Total fiduciary and related assets | $959,180,000 | 155 |
| Managed Assets ($) | $778,640,000 | 139 |
| Non-managed Assets ($) | $180,540,000 | 172 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,155,000 | 118 |
| 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 | $2,424,000 | 91 |
| Number of Managed Accounts | $2,169,000 | 74 |
| Number of Non-Managed Accounts | $255,000 | 143 |
| Total fiduciary and related assets | $896,502,000 | 155 |
| Managed Assets ($) | $732,116,000 | 137 |
| Non-managed Assets ($) | $164,386,000 | 176 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,436,000 | 119 |
| 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 | $2,396,000 | 92 |
| Number of Managed Accounts | $2,142,000 | 74 |
| Number of Non-Managed Accounts | $254,000 | 146 |
| Total fiduciary and related assets | $905,629,000 | 158 |
| Managed Assets ($) | $727,269,000 | 140 |
| Non-managed Assets ($) | $178,360,000 | 179 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,796,000 | 114 |
| 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 | $2,274,000 | 100 |
| Number of Managed Accounts | $2,021,000 | 81 |
| Number of Non-Managed Accounts | $253,000 | 196 |
| Total fiduciary and related assets | $842,628,000 | 168 |
| Managed Assets ($) | $677,142,000 | 146 |
| Non-managed Assets ($) | $165,486,000 | 184 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,356,000 | 121 |
| 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 | $2,333,000 | 96 |
| Number of Managed Accounts | $2,175,000 | 73 |
| Number of Non-Managed Accounts | $158,000 | 175 |
| Total fiduciary and related assets | $810,625,000 | 172 |
| Managed Assets ($) | $741,208,000 | 139 |
| Non-managed Assets ($) | $69,417,000 | 225 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,639,000 | 122 |
| 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 | $2,358,000 | 96 |
| Number of Managed Accounts | $2,195,000 | 76 |
| Number of Non-Managed Accounts | $163,000 | 182 |
| Total fiduciary and related assets | $744,736,000 | 177 |
| Managed Assets ($) | $679,820,000 | 144 |
| Non-managed Assets ($) | $64,916,000 | 225 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,864,000 | 133 |
| 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 | $2,347,000 | 95 |
| Number of Managed Accounts | $2,184,000 | 76 |
| Number of Non-Managed Accounts | $163,000 | 177 |
| Total fiduciary and related assets | $700,610,000 | 175 |
| Managed Assets ($) | $637,124,000 | 146 |
| Non-managed Assets ($) | $63,486,000 | 222 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,393,000 | 130 |
| 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 | $2,392,000 | 102 |
| Number of Managed Accounts | $2,226,000 | 79 |
| Number of Non-Managed Accounts | $166,000 | 254 |
| Total fiduciary and related assets | $672,092,000 | 189 |
| Managed Assets ($) | $605,319,000 | 154 |
| Non-managed Assets ($) | $66,773,000 | 262 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,783,000 | 143 |
| 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 | $2,498,000 | 95 |
| Number of Managed Accounts | $2,329,000 | 73 |
| Number of Non-Managed Accounts | $169,000 | 179 |
| Total fiduciary and related assets | $765,745,000 | 184 |
| Managed Assets ($) | $691,366,000 | 150 |
| Non-managed Assets ($) | $74,379,000 | 230 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,357,000 | 147 |
| 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 | $2,583,000 | 95 |
| Number of Managed Accounts | $2,437,000 | 73 |
| Number of Non-Managed Accounts | $146,000 | 195 |
| Total fiduciary and related assets | $791,347,000 | 194 |
| Managed Assets ($) | $729,634,000 | 154 |
| Non-managed Assets ($) | $61,713,000 | 263 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,817,000 | 149 |
| 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 | $2,600,000 | 93 |
| Number of Managed Accounts | $2,454,000 | 75 |
| Number of Non-Managed Accounts | $146,000 | 195 |
| Total fiduciary and related assets | $793,080,000 | 200 |
| Managed Assets ($) | $735,507,000 | 160 |
| Non-managed Assets ($) | $57,573,000 | 269 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,400,000 | 147 |
| 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 | $2,610,000 | 96 |
| Number of Managed Accounts | $2,472,000 | 70 |
| Number of Non-Managed Accounts | $138,000 | 298 |
| Total fiduciary and related assets | $820,982,000 | 199 |
| Managed Assets ($) | $762,835,000 | 157 |
| Non-managed Assets ($) | $58,147,000 | 332 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,575,000 | 150 |
| 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 | $2,598,000 | 88 |
| Number of Managed Accounts | $2,457,000 | 68 |
| Number of Non-Managed Accounts | $141,000 | 192 |
| Total fiduciary and related assets | $815,854,000 | 197 |
| Managed Assets ($) | $762,493,000 | 156 |
| Non-managed Assets ($) | $53,361,000 | 269 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,951,000 | 152 |
| 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 | $2,572,000 | 89 |
| Number of Managed Accounts | $2,440,000 | 69 |
| Number of Non-Managed Accounts | $132,000 | 208 |
| Total fiduciary and related assets | $782,344,000 | 211 |
| Managed Assets ($) | $735,821,000 | 164 |
| Non-managed Assets ($) | $46,523,000 | 287 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,598,000 | 158 |
| 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 | $2,549,000 | 88 |
| Number of Managed Accounts | $2,413,000 | 67 |
| Number of Non-Managed Accounts | $136,000 | 209 |
| Total fiduciary and related assets | $731,767,000 | 214 |
| Managed Assets ($) | $685,569,000 | 164 |
| Non-managed Assets ($) | $46,198,000 | 285 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,233,000 | 158 |
| 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 | $2,542,000 | 92 |
| Number of Managed Accounts | $2,494,000 | 66 |
| Number of Non-Managed Accounts | $48,000 | 567 |
| Total fiduciary and related assets | $716,321,000 | 218 |
| Managed Assets ($) | $674,241,000 | 170 |
| Non-managed Assets ($) | $42,080,000 | 379 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,537,000 | 166 |
| 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 | $2,532,000 | 95 |
| Number of Managed Accounts | $2,481,000 | 71 |
| Number of Non-Managed Accounts | $51,000 | 281 |
| Total fiduciary and related assets | $685,365,000 | 225 |
| Managed Assets ($) | $641,497,000 | 178 |
| Non-managed Assets ($) | $43,868,000 | 286 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,316,000 | 173 |
| 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 | $2,345,000 | 104 |
| Number of Managed Accounts | $2,343,000 | 79 |
| Number of Non-Managed Accounts | $2,000 | 402 |
| Total fiduciary and related assets | $592,638,000 | 238 |
| Managed Assets ($) | $590,406,000 | 185 |
| Non-managed Assets ($) | $2,232,000 | 387 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,193,000 | 179 |
| 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 | $2,340,000 | 105 |
| Number of Managed Accounts | $2,337,000 | 75 |
| Number of Non-Managed Accounts | $3,000 | 406 |
| Total fiduciary and related assets | $586,691,000 | 241 |
| Managed Assets ($) | $584,254,000 | 188 |
| Non-managed Assets ($) | $2,437,000 | 390 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,119,000 | 172 |
| 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 | $2,358,000 | 108 |
| Number of Managed Accounts | $2,355,000 | 76 |
| Number of Non-Managed Accounts | $3,000 | 1,165 |
| Total fiduciary and related assets | $557,657,000 | 243 |
| Managed Assets ($) | $555,296,000 | 193 |
| Non-managed Assets ($) | $2,361,000 | 913 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,235,000 | 176 |
| 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 | $2,390,000 | 102 |
| Number of Managed Accounts | $2,387,000 | 75 |
| Number of Non-Managed Accounts | $3,000 | 392 |
| Total fiduciary and related assets | $553,426,000 | 243 |
| Managed Assets ($) | $551,094,000 | 190 |
| Non-managed Assets ($) | $2,332,000 | 382 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,205,000 | 173 |
| 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 | $2,435,000 | 101 |
| Number of Managed Accounts | $2,432,000 | 73 |
| Number of Non-Managed Accounts | $3,000 | 408 |
| Total fiduciary and related assets | $532,697,000 | 243 |
| Managed Assets ($) | $530,378,000 | 194 |
| Non-managed Assets ($) | $2,319,000 | 401 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,180,000 | 169 |
| 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 | $2,518,000 | 105 |
| Number of Managed Accounts | $2,516,000 | 76 |
| Number of Non-Managed Accounts | $2,000 | 415 |
| Total fiduciary and related assets | $520,096,000 | 248 |
| Managed Assets ($) | $518,222,000 | 201 |
| Non-managed Assets ($) | $1,874,000 | 403 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,165,000 | 167 |
| 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 | $2,624,000 | 112 |
| Number of Managed Accounts | $2,622,000 | 77 |
| Number of Non-Managed Accounts | $2,000 | 1,214 |
| Total fiduciary and related assets | $514,359,000 | 248 |
| Managed Assets ($) | $512,445,000 | 197 |
| Non-managed Assets ($) | $1,914,000 | 942 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,698,000 | 184 |
| 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 | $2,707,000 | 102 |
| Number of Managed Accounts | $2,705,000 | 70 |
| Number of Non-Managed Accounts | $2,000 | 407 |
| Total fiduciary and related assets | $488,143,000 | 249 |
| Managed Assets ($) | $486,324,000 | 194 |
| Non-managed Assets ($) | $1,819,000 | 394 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,682,000 | 184 |
| 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 | $2,760,000 | 100 |
| Number of Managed Accounts | $2,758,000 | 68 |
| Number of Non-Managed Accounts | $2,000 | 412 |
| Total fiduciary and related assets | $486,645,000 | 251 |
| Managed Assets ($) | $484,806,000 | 194 |
| Non-managed Assets ($) | $1,839,000 | 402 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,761,000 | 188 |
| 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 | $2,830,000 | 100 |
| Number of Managed Accounts | $2,828,000 | 67 |
| Number of Non-Managed Accounts | $2,000 | 418 |
| Total fiduciary and related assets | $479,586,000 | 255 |
| Managed Assets ($) | $477,704,000 | 199 |
| Non-managed Assets ($) | $1,882,000 | 408 |
| Memoranda | ||
| Gross Fiduciary activities income | $892,000 | 185 |
| 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 | $2,876,000 | 105 |
| Number of Managed Accounts | $2,874,000 | 72 |
| Number of Non-Managed Accounts | $2,000 | 1,245 |
| Total fiduciary and related assets | $468,637,000 | 264 |
| Managed Assets ($) | $466,787,000 | 203 |
| Non-managed Assets ($) | $1,850,000 | 980 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,210,000 | 197 |
| 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 | $2,877,000 | 104 |
| Number of Managed Accounts | $2,875,000 | 68 |
| Number of Non-Managed Accounts | $2,000 | 425 |
| Total fiduciary and related assets | $438,682,000 | 274 |
| Managed Assets ($) | $436,964,000 | 213 |
| Non-managed Assets ($) | $1,718,000 | 417 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,357,000 | 207 |
| 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 | $2,867,000 | 104 |
| Number of Managed Accounts | $2,865,000 | 69 |
| Number of Non-Managed Accounts | $2,000 | 432 |
| Total fiduciary and related assets | $432,395,000 | 276 |
| Managed Assets ($) | $430,710,000 | 211 |
| Non-managed Assets ($) | $1,685,000 | 422 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,548,000 | 212 |
| 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 | $2,871,000 | 107 |
| Number of Managed Accounts | $2,871,000 | 73 |
| Number of Non-Managed Accounts | $0 | 460 |
| Total fiduciary and related assets | $399,219,000 | 289 |
| Managed Assets ($) | $399,219,000 | 221 |
| Non-managed Assets ($) | $0 | 458 |
| Memoranda | ||
| Gross Fiduciary activities income | $781,000 | 218 |
| 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 | $2,885,000 | 110 |
| Number of Managed Accounts | $2,885,000 | 76 |
| Number of Non-Managed Accounts | $0 | 1,465 |
| Total fiduciary and related assets | $401,361,000 | 290 |
| Managed Assets ($) | $401,361,000 | 218 |
| Non-managed Assets ($) | $0 | 1,452 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,476,000 | 208 |
| 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 | $2,848,000 | 100 |
| Number of Managed Accounts | $2,848,000 | 70 |
| Number of Non-Managed Accounts | $0 | 1,385 |
| Total fiduciary and related assets | $455,108,000 | 263 |
| Managed Assets ($) | $455,108,000 | 196 |
| Non-managed Assets ($) | $0 | 1,377 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,531,000 | 210 |
| 2000-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $3,314,000 | 214 |
| 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 | $2,756,000 | 268 |
| 1998-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $2,249,000 | 298 |
| 1997-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,723,000 | 353 |
| 1996-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,337,000 | 438 |
| 1995-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,071,000 | 523 |
| 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 | $936,000 | 541 |
| 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 | $903,000 | 571 |
| 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 | $779,000 | 618 |