Home > The Park National Bank > Fiduciary and Related Services
The Park National Bank, 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 | $7,978,000 | 42 |
| Number of Managed Accounts | $6,884,000 | 33 |
| Number of Non-Managed Accounts | $1,094,000 | 64 |
| Total fiduciary and related assets | $6,974,087,000 | 93 |
| Managed Assets ($) | $5,686,304,000 | 70 |
| Non-managed Assets ($) | $1,287,783,000 | 109 |
| Memoranda | ||
| Gross Fiduciary activities income | $35,474,000 | 81 |
| 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 | $8,005,000 | 45 |
| Number of Managed Accounts | $6,903,000 | 35 |
| Number of Non-Managed Accounts | $1,102,000 | 59 |
| Total fiduciary and related assets | $6,345,323,000 | 100 |
| Managed Assets ($) | $5,192,900,000 | 73 |
| Non-managed Assets ($) | $1,152,423,000 | 113 |
| Memoranda | ||
| Gross Fiduciary activities income | $26,531,000 | 85 |
| 2023-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 3 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $7,953,000 | 44 |
| Number of Managed Accounts | $6,852,000 | 35 |
| Number of Non-Managed Accounts | $1,101,000 | 61 |
| Total fiduciary and related assets | $6,616,011,000 | 93 |
| Managed Assets ($) | $5,343,525,000 | 71 |
| Non-managed Assets ($) | $1,272,486,000 | 105 |
| Memoranda | ||
| Gross Fiduciary activities income | $17,431,000 | 82 |
| 2023-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $7,839,000 | 47 |
| Number of Managed Accounts | $6,738,000 | 38 |
| Number of Non-Managed Accounts | $1,101,000 | 62 |
| Total fiduciary and related assets | $6,444,454,000 | 102 |
| Managed Assets ($) | $5,156,743,000 | 77 |
| Non-managed Assets ($) | $1,287,711,000 | 113 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,615,000 | 87 |
| 2022-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $7,768,000 | 50 |
| Number of Managed Accounts | $6,660,000 | 39 |
| Number of Non-Managed Accounts | $1,108,000 | 63 |
| Total fiduciary and related assets | $6,170,439,000 | 101 |
| Managed Assets ($) | $4,890,533,000 | 80 |
| Non-managed Assets ($) | $1,279,906,000 | 113 |
| Memoranda | ||
| Gross Fiduciary activities income | $34,091,000 | 88 |
| 2022-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $7,738,000 | 50 |
| Number of Managed Accounts | $6,622,000 | 38 |
| Number of Non-Managed Accounts | $1,116,000 | 58 |
| Total fiduciary and related assets | $5,780,273,000 | 103 |
| Managed Assets ($) | $4,563,629,000 | 80 |
| Non-managed Assets ($) | $1,216,644,000 | 114 |
| Memoranda | ||
| Gross Fiduciary activities income | $25,872,000 | 90 |
| 2022-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $7,634,000 | 45 |
| Number of Managed Accounts | $6,501,000 | 35 |
| Number of Non-Managed Accounts | $1,133,000 | 50 |
| Total fiduciary and related assets | $5,878,020,000 | 81 |
| Managed Assets ($) | $4,643,324,000 | 67 |
| Non-managed Assets ($) | $1,234,696,000 | 93 |
| Memoranda | ||
| Gross Fiduciary activities income | $17,656,000 | 69 |
| 2022-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $7,540,000 | 46 |
| Number of Managed Accounts | $6,417,000 | 35 |
| Number of Non-Managed Accounts | $1,123,000 | 50 |
| Total fiduciary and related assets | $6,525,822,000 | 81 |
| Managed Assets ($) | $5,171,419,000 | 66 |
| Non-managed Assets ($) | $1,354,403,000 | 93 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,797,000 | 68 |
| 2021-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $7,468,000 | 45 |
| Number of Managed Accounts | $6,345,000 | 35 |
| Number of Non-Managed Accounts | $1,123,000 | 51 |
| Total fiduciary and related assets | $6,833,652,000 | 77 |
| Managed Assets ($) | $5,431,826,000 | 63 |
| Non-managed Assets ($) | $1,401,826,000 | 93 |
| Memoranda | ||
| Gross Fiduciary activities income | $34,449,000 | 71 |
| 2021-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $7,298,000 | 45 |
| Number of Managed Accounts | $6,265,000 | 35 |
| Number of Non-Managed Accounts | $1,033,000 | 52 |
| Total fiduciary and related assets | $6,358,329,000 | 81 |
| Managed Assets ($) | $5,174,221,000 | 62 |
| Non-managed Assets ($) | $1,184,108,000 | 97 |
| Memoranda | ||
| Gross Fiduciary activities income | $25,562,000 | 71 |
| 2021-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $7,241,000 | 44 |
| Number of Managed Accounts | $6,188,000 | 36 |
| Number of Non-Managed Accounts | $1,053,000 | 52 |
| Total fiduciary and related assets | $6,403,762,000 | 78 |
| Managed Assets ($) | $5,200,841,000 | 61 |
| Non-managed Assets ($) | $1,202,921,000 | 97 |
| Memoranda | ||
| Gross Fiduciary activities income | $16,742,000 | 70 |
| 2021-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $7,368,000 | 43 |
| Number of Managed Accounts | $6,208,000 | 36 |
| Number of Non-Managed Accounts | $1,160,000 | 51 |
| Total fiduciary and related assets | $6,304,736,000 | 78 |
| Managed Assets ($) | $5,037,413,000 | 61 |
| Non-managed Assets ($) | $1,267,323,000 | 94 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,173,000 | 72 |
| 2020-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $7,328,000 | 44 |
| Number of Managed Accounts | $6,145,000 | 37 |
| Number of Non-Managed Accounts | $1,183,000 | 55 |
| Total fiduciary and related assets | $6,051,980,000 | 81 |
| Managed Assets ($) | $4,834,592,000 | 64 |
| Non-managed Assets ($) | $1,217,388,000 | 95 |
| Memoranda | ||
| Gross Fiduciary activities income | $28,873,000 | 74 |
| 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 | $7,328,000 | 43 |
| Number of Managed Accounts | $6,084,000 | 37 |
| Number of Non-Managed Accounts | $1,244,000 | 52 |
| Total fiduciary and related assets | $5,533,313,000 | 81 |
| Managed Assets ($) | $4,438,294,000 | 65 |
| Non-managed Assets ($) | $1,095,019,000 | 93 |
| Memoranda | ||
| Gross Fiduciary activities income | $21,241,000 | 72 |
| 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 | $7,266,000 | 44 |
| Number of Managed Accounts | $6,035,000 | 37 |
| Number of Non-Managed Accounts | $1,231,000 | 52 |
| Total fiduciary and related assets | $5,248,109,000 | 82 |
| Managed Assets ($) | $4,224,650,000 | 63 |
| Non-managed Assets ($) | $1,023,459,000 | 95 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,906,000 | 72 |
| 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 | $7,284,000 | 43 |
| Number of Managed Accounts | $6,027,000 | 37 |
| Number of Non-Managed Accounts | $1,257,000 | 52 |
| Total fiduciary and related assets | $4,777,053,000 | 83 |
| Managed Assets ($) | $3,823,767,000 | 63 |
| Non-managed Assets ($) | $953,286,000 | 95 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,113,000 | 73 |
| 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 | $7,241,000 | 44 |
| Number of Managed Accounts | $5,991,000 | 38 |
| Number of Non-Managed Accounts | $1,250,000 | 54 |
| Total fiduciary and related assets | $5,516,130,000 | 76 |
| Managed Assets ($) | $4,401,619,000 | 60 |
| Non-managed Assets ($) | $1,114,511,000 | 93 |
| Memoranda | ||
| Gross Fiduciary activities income | $27,768,000 | 73 |
| 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 | $7,231,000 | 45 |
| Number of Managed Accounts | $5,967,000 | 40 |
| Number of Non-Managed Accounts | $1,264,000 | 52 |
| Total fiduciary and related assets | $5,287,515,000 | 80 |
| Managed Assets ($) | $4,215,871,000 | 63 |
| Non-managed Assets ($) | $1,071,644,000 | 96 |
| Memoranda | ||
| Gross Fiduciary activities income | $20,500,000 | 75 |
| 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 | $7,177,000 | 45 |
| Number of Managed Accounts | $5,921,000 | 39 |
| Number of Non-Managed Accounts | $1,256,000 | 53 |
| Total fiduciary and related assets | $5,236,892,000 | 78 |
| Managed Assets ($) | $4,108,949,000 | 61 |
| Non-managed Assets ($) | $1,127,943,000 | 95 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,658,000 | 75 |
| 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 | $7,129,000 | 46 |
| Number of Managed Accounts | $5,886,000 | 40 |
| Number of Non-Managed Accounts | $1,243,000 | 55 |
| Total fiduciary and related assets | $5,130,880,000 | 78 |
| Managed Assets ($) | $4,015,375,000 | 62 |
| Non-managed Assets ($) | $1,115,505,000 | 95 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,723,000 | 75 |
| 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 | $7,109,000 | 44 |
| Number of Managed Accounts | $5,871,000 | 39 |
| Number of Non-Managed Accounts | $1,238,000 | 58 |
| Total fiduciary and related assets | $4,826,540,000 | 79 |
| Managed Assets ($) | $3,797,132,000 | 62 |
| Non-managed Assets ($) | $1,029,408,000 | 97 |
| Memoranda | ||
| Gross Fiduciary activities income | $26,293,000 | 74 |
| 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 | $6,979,000 | 44 |
| Number of Managed Accounts | $5,739,000 | 39 |
| Number of Non-Managed Accounts | $1,240,000 | 56 |
| Total fiduciary and related assets | $5,188,635,000 | 77 |
| Managed Assets ($) | $4,086,820,000 | 59 |
| Non-managed Assets ($) | $1,101,815,000 | 98 |
| Memoranda | ||
| Gross Fiduciary activities income | $19,479,000 | 73 |
| 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 | $6,894,000 | 44 |
| Number of Managed Accounts | $5,650,000 | 39 |
| Number of Non-Managed Accounts | $1,244,000 | 55 |
| Total fiduciary and related assets | $4,994,392,000 | 80 |
| Managed Assets ($) | $3,925,480,000 | 61 |
| Non-managed Assets ($) | $1,068,912,000 | 100 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,061,000 | 73 |
| 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 | $6,769,000 | 46 |
| Number of Managed Accounts | $5,540,000 | 38 |
| Number of Non-Managed Accounts | $1,229,000 | 58 |
| Total fiduciary and related assets | $4,874,350,000 | 82 |
| Managed Assets ($) | $3,848,357,000 | 62 |
| Non-managed Assets ($) | $1,025,993,000 | 99 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,395,000 | 75 |
| 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 | $6,632,000 | 48 |
| Number of Managed Accounts | $5,405,000 | 40 |
| Number of Non-Managed Accounts | $1,227,000 | 63 |
| Total fiduciary and related assets | $4,895,571,000 | 79 |
| Managed Assets ($) | $3,853,810,000 | 61 |
| Non-managed Assets ($) | $1,041,761,000 | 98 |
| Memoranda | ||
| Gross Fiduciary activities income | $23,735,000 | 75 |
| 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 | $6,561,000 | 47 |
| Number of Managed Accounts | $5,342,000 | 40 |
| Number of Non-Managed Accounts | $1,219,000 | 59 |
| Total fiduciary and related assets | $4,707,516,000 | 78 |
| Managed Assets ($) | $3,637,461,000 | 62 |
| Non-managed Assets ($) | $1,070,055,000 | 97 |
| Memoranda | ||
| Gross Fiduciary activities income | $17,471,000 | 76 |
| 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 | $6,468,000 | 45 |
| Number of Managed Accounts | $5,238,000 | 39 |
| Number of Non-Managed Accounts | $1,230,000 | 58 |
| Total fiduciary and related assets | $4,543,201,000 | 78 |
| Managed Assets ($) | $3,511,697,000 | 61 |
| Non-managed Assets ($) | $1,031,504,000 | 96 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,539,000 | 75 |
| 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 | $6,387,000 | 47 |
| Number of Managed Accounts | $5,147,000 | 39 |
| Number of Non-Managed Accounts | $1,240,000 | 59 |
| Total fiduciary and related assets | $4,477,209,000 | 78 |
| Managed Assets ($) | $3,455,500,000 | 60 |
| Non-managed Assets ($) | $1,021,709,000 | 95 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,514,000 | 80 |
| 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 | $6,189,000 | 49 |
| Number of Managed Accounts | $4,990,000 | 41 |
| Number of Non-Managed Accounts | $1,199,000 | 60 |
| Total fiduciary and related assets | $4,337,341,000 | 80 |
| Managed Assets ($) | $3,336,853,000 | 61 |
| Non-managed Assets ($) | $1,000,488,000 | 95 |
| Memoranda | ||
| Gross Fiduciary activities income | $21,400,000 | 78 |
| 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 | $6,022,000 | 48 |
| Number of Managed Accounts | $4,856,000 | 41 |
| Number of Non-Managed Accounts | $1,166,000 | 56 |
| Total fiduciary and related assets | $4,233,476,000 | 79 |
| Managed Assets ($) | $3,261,548,000 | 62 |
| Non-managed Assets ($) | $971,928,000 | 95 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,866,000 | 79 |
| 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 | $5,932,000 | 50 |
| Number of Managed Accounts | $4,765,000 | 42 |
| Number of Non-Managed Accounts | $1,167,000 | 56 |
| Total fiduciary and related assets | $4,151,948,000 | 80 |
| Managed Assets ($) | $3,215,137,000 | 62 |
| Non-managed Assets ($) | $936,811,000 | 95 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,551,000 | 80 |
| 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 | $5,854,000 | 50 |
| Number of Managed Accounts | $4,698,000 | 44 |
| Number of Non-Managed Accounts | $1,156,000 | 58 |
| Total fiduciary and related assets | $4,067,424,000 | 80 |
| Managed Assets ($) | $3,165,689,000 | 62 |
| Non-managed Assets ($) | $901,735,000 | 97 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,113,000 | 80 |
| 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 | $5,786,000 | 50 |
| Number of Managed Accounts | $4,645,000 | 43 |
| Number of Non-Managed Accounts | $1,141,000 | 64 |
| Total fiduciary and related assets | $3,957,000,000 | 81 |
| Managed Assets ($) | $3,085,805,000 | 61 |
| Non-managed Assets ($) | $871,195,000 | 98 |
| Memoranda | ||
| Gross Fiduciary activities income | $20,195,000 | 81 |
| 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 | $5,690,000 | 49 |
| Number of Managed Accounts | $4,559,000 | 42 |
| Number of Non-Managed Accounts | $1,131,000 | 60 |
| Total fiduciary and related assets | $3,819,955,000 | 81 |
| Managed Assets ($) | $2,965,472,000 | 64 |
| Non-managed Assets ($) | $854,483,000 | 99 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,054,000 | 80 |
| 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 | $5,624,000 | 50 |
| Number of Managed Accounts | $4,502,000 | 44 |
| Number of Non-Managed Accounts | $1,122,000 | 59 |
| Total fiduciary and related assets | $3,963,339,000 | 82 |
| Managed Assets ($) | $3,075,383,000 | 68 |
| Non-managed Assets ($) | $887,956,000 | 101 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,121,000 | 81 |
| 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 | $5,586,000 | 52 |
| Number of Managed Accounts | $4,441,000 | 43 |
| Number of Non-Managed Accounts | $1,145,000 | 60 |
| Total fiduciary and related assets | $3,964,234,000 | 82 |
| Managed Assets ($) | $3,099,397,000 | 65 |
| Non-managed Assets ($) | $864,837,000 | 100 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,912,000 | 81 |
| 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 | $5,476,000 | 53 |
| Number of Managed Accounts | $4,298,000 | 44 |
| Number of Non-Managed Accounts | $1,178,000 | 64 |
| Total fiduciary and related assets | $3,940,065,000 | 81 |
| Managed Assets ($) | $3,079,944,000 | 64 |
| Non-managed Assets ($) | $860,121,000 | 100 |
| Memoranda | ||
| Gross Fiduciary activities income | $19,150,000 | 82 |
| 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 | $5,388,000 | 51 |
| Number of Managed Accounts | $4,224,000 | 44 |
| Number of Non-Managed Accounts | $1,164,000 | 60 |
| Total fiduciary and related assets | $3,757,981,000 | 83 |
| Managed Assets ($) | $2,882,912,000 | 69 |
| Non-managed Assets ($) | $875,069,000 | 95 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,100,000 | 82 |
| 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 | $5,256,000 | 51 |
| Number of Managed Accounts | $4,116,000 | 44 |
| Number of Non-Managed Accounts | $1,140,000 | 61 |
| Total fiduciary and related assets | $3,739,624,000 | 84 |
| Managed Assets ($) | $2,945,847,000 | 67 |
| Non-managed Assets ($) | $793,777,000 | 97 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,366,000 | 83 |
| 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 | $5,161,000 | 53 |
| Number of Managed Accounts | $4,041,000 | 45 |
| Number of Non-Managed Accounts | $1,120,000 | 65 |
| Total fiduciary and related assets | $3,661,435,000 | 83 |
| Managed Assets ($) | $2,887,624,000 | 68 |
| Non-managed Assets ($) | $773,811,000 | 97 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,541,000 | 83 |
| 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 | $5,131,000 | 52 |
| Number of Managed Accounts | $4,009,000 | 45 |
| Number of Non-Managed Accounts | $1,122,000 | 67 |
| Total fiduciary and related assets | $3,584,843,000 | 84 |
| Managed Assets ($) | $2,826,044,000 | 67 |
| Non-managed Assets ($) | $758,799,000 | 96 |
| Memoranda | ||
| Gross Fiduciary activities income | $17,133,000 | 85 |
| 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 | $5,027,000 | 51 |
| Number of Managed Accounts | $3,972,000 | 47 |
| Number of Non-Managed Accounts | $1,055,000 | 62 |
| Total fiduciary and related assets | $3,392,721,000 | 83 |
| Managed Assets ($) | $2,694,650,000 | 69 |
| Non-managed Assets ($) | $698,071,000 | 97 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,544,000 | 85 |
| 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 | $5,004,000 | 51 |
| Number of Managed Accounts | $3,944,000 | 46 |
| Number of Non-Managed Accounts | $1,060,000 | 64 |
| Total fiduciary and related assets | $3,264,342,000 | 84 |
| Managed Assets ($) | $2,569,611,000 | 71 |
| Non-managed Assets ($) | $694,731,000 | 95 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,404,000 | 84 |
| 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 | $4,968,000 | 51 |
| Number of Managed Accounts | $3,923,000 | 44 |
| Number of Non-Managed Accounts | $1,045,000 | 67 |
| Total fiduciary and related assets | $3,260,103,000 | 83 |
| Managed Assets ($) | $2,580,402,000 | 70 |
| Non-managed Assets ($) | $679,701,000 | 96 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,076,000 | 84 |
| 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 | $4,920,000 | 52 |
| Number of Managed Accounts | $3,885,000 | 44 |
| Number of Non-Managed Accounts | $1,035,000 | 72 |
| Total fiduciary and related assets | $3,058,934,000 | 85 |
| Managed Assets ($) | $2,409,278,000 | 72 |
| Non-managed Assets ($) | $649,656,000 | 98 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,956,000 | 81 |
| 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 | $4,815,000 | 51 |
| Number of Managed Accounts | $3,814,000 | 42 |
| Number of Non-Managed Accounts | $1,001,000 | 64 |
| Total fiduciary and related assets | $3,128,551,000 | 83 |
| Managed Assets ($) | $2,430,446,000 | 73 |
| Non-managed Assets ($) | $698,105,000 | 97 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,888,000 | 81 |
| 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 | $4,758,000 | 54 |
| Number of Managed Accounts | $3,780,000 | 41 |
| Number of Non-Managed Accounts | $978,000 | 64 |
| Total fiduciary and related assets | $3,023,386,000 | 84 |
| Managed Assets ($) | $2,392,005,000 | 69 |
| Non-managed Assets ($) | $631,381,000 | 99 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,869,000 | 81 |
| 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 | $4,751,000 | 55 |
| Number of Managed Accounts | $3,749,000 | 42 |
| Number of Non-Managed Accounts | $1,002,000 | 61 |
| Total fiduciary and related assets | $3,103,856,000 | 83 |
| Managed Assets ($) | $2,415,237,000 | 70 |
| Non-managed Assets ($) | $688,619,000 | 97 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,824,000 | 82 |
| 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 | $4,652,000 | 56 |
| Number of Managed Accounts | $3,707,000 | 43 |
| Number of Non-Managed Accounts | $945,000 | 69 |
| Total fiduciary and related assets | $2,860,736,000 | 84 |
| Managed Assets ($) | $2,255,323,000 | 70 |
| Non-managed Assets ($) | $605,413,000 | 97 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,848,000 | 73 |
| 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 | $4,623,000 | 59 |
| Number of Managed Accounts | $3,682,000 | 46 |
| Number of Non-Managed Accounts | $941,000 | 63 |
| Total fiduciary and related assets | $2,681,230,000 | 87 |
| Managed Assets ($) | $2,110,106,000 | 75 |
| Non-managed Assets ($) | $571,124,000 | 99 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,177,000 | 74 |
| 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 | $4,584,000 | 60 |
| Number of Managed Accounts | $3,647,000 | 47 |
| Number of Non-Managed Accounts | $937,000 | 66 |
| Total fiduciary and related assets | $2,910,645,000 | 86 |
| Managed Assets ($) | $2,295,358,000 | 74 |
| Non-managed Assets ($) | $615,287,000 | 102 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,590,000 | 74 |
| 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 | $4,609,000 | 60 |
| Number of Managed Accounts | $3,635,000 | 45 |
| Number of Non-Managed Accounts | $974,000 | 65 |
| Total fiduciary and related assets | $2,882,276,000 | 85 |
| Managed Assets ($) | $2,286,008,000 | 73 |
| Non-managed Assets ($) | $596,268,000 | 103 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,693,000 | 73 |
| 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 | $4,538,000 | 62 |
| Number of Managed Accounts | $3,572,000 | 45 |
| Number of Non-Managed Accounts | $966,000 | 79 |
| Total fiduciary and related assets | $2,787,682,000 | 87 |
| Managed Assets ($) | $2,212,599,000 | 74 |
| Non-managed Assets ($) | $575,083,000 | 105 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,766,000 | 73 |
| 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 | $4,501,000 | 59 |
| Number of Managed Accounts | $3,536,000 | 45 |
| Number of Non-Managed Accounts | $965,000 | 71 |
| Total fiduciary and related assets | $2,646,857,000 | 89 |
| Managed Assets ($) | $2,096,167,000 | 75 |
| Non-managed Assets ($) | $550,690,000 | 107 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,180,000 | 75 |
| 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 | $4,447,000 | 61 |
| Number of Managed Accounts | $3,533,000 | 44 |
| Number of Non-Managed Accounts | $914,000 | 74 |
| Total fiduciary and related assets | $2,487,056,000 | 90 |
| Managed Assets ($) | $1,971,098,000 | 76 |
| Non-managed Assets ($) | $515,958,000 | 105 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,896,000 | 75 |
| 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 | $4,369,000 | 63 |
| Number of Managed Accounts | $3,503,000 | 45 |
| Number of Non-Managed Accounts | $866,000 | 78 |
| Total fiduciary and related assets | $2,592,404,000 | 90 |
| Managed Assets ($) | $2,054,281,000 | 75 |
| Non-managed Assets ($) | $538,123,000 | 109 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,394,000 | 76 |
| 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 | $4,292,000 | 72 |
| Number of Managed Accounts | $3,454,000 | 49 |
| Number of Non-Managed Accounts | $838,000 | 91 |
| Total fiduciary and related assets | $2,601,491,000 | 93 |
| Managed Assets ($) | $2,002,860,000 | 76 |
| Non-managed Assets ($) | $598,631,000 | 103 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,391,000 | 81 |
| 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 | $4,263,000 | 70 |
| Number of Managed Accounts | $3,440,000 | 48 |
| Number of Non-Managed Accounts | $823,000 | 81 |
| Total fiduciary and related assets | $2,518,682,000 | 94 |
| Managed Assets ($) | $1,940,576,000 | 79 |
| Non-managed Assets ($) | $578,106,000 | 106 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,013,000 | 82 |
| 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 | $4,342,000 | 69 |
| Number of Managed Accounts | $3,483,000 | 51 |
| Number of Non-Managed Accounts | $859,000 | 78 |
| Total fiduciary and related assets | $2,319,155,000 | 99 |
| Managed Assets ($) | $1,774,689,000 | 80 |
| Non-managed Assets ($) | $544,466,000 | 108 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,964,000 | 83 |
| 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 | $4,326,000 | 65 |
| Number of Managed Accounts | $3,470,000 | 51 |
| Number of Non-Managed Accounts | $856,000 | 74 |
| Total fiduciary and related assets | $2,172,432,000 | 99 |
| Managed Assets ($) | $1,660,594,000 | 81 |
| Non-managed Assets ($) | $511,838,000 | 108 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,856,000 | 84 |
| 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 | $4,341,000 | 71 |
| Number of Managed Accounts | $3,500,000 | 52 |
| Number of Non-Managed Accounts | $841,000 | 92 |
| Total fiduciary and related assets | $2,322,579,000 | 100 |
| Managed Assets ($) | $1,782,748,000 | 82 |
| Non-managed Assets ($) | $539,831,000 | 113 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,980,000 | 81 |
| 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 | $4,325,000 | 68 |
| Number of Managed Accounts | $3,493,000 | 53 |
| Number of Non-Managed Accounts | $832,000 | 82 |
| Total fiduciary and related assets | $2,585,432,000 | 97 |
| Managed Assets ($) | $1,917,779,000 | 83 |
| Non-managed Assets ($) | $667,653,000 | 108 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,625,000 | 83 |
| 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 | $2,264,000 | 104 |
| Number of Managed Accounts | $1,903,000 | 89 |
| Number of Non-Managed Accounts | $361,000 | 132 |
| Total fiduciary and related assets | $1,565,257,000 | 129 |
| Managed Assets ($) | $1,263,766,000 | 107 |
| Non-managed Assets ($) | $301,491,000 | 143 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,277,000 | 116 |
| 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 | $2,265,000 | 104 |
| Number of Managed Accounts | $1,907,000 | 90 |
| Number of Non-Managed Accounts | $358,000 | 133 |
| Total fiduciary and related assets | $1,648,373,000 | 132 |
| Managed Assets ($) | $1,331,651,000 | 108 |
| Non-managed Assets ($) | $316,722,000 | 144 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,125,000 | 117 |
| 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 | $2,253,000 | 106 |
| Number of Managed Accounts | $1,896,000 | 91 |
| Number of Non-Managed Accounts | $357,000 | 165 |
| Total fiduciary and related assets | $1,703,069,000 | 130 |
| Managed Assets ($) | $1,377,987,000 | 104 |
| Non-managed Assets ($) | $325,082,000 | 146 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,702,000 | 114 |
| 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 | $2,225,000 | 101 |
| Number of Managed Accounts | $1,878,000 | 87 |
| Number of Non-Managed Accounts | $347,000 | 124 |
| Total fiduciary and related assets | $1,808,900,000 | 126 |
| Managed Assets ($) | $1,461,557,000 | 105 |
| Non-managed Assets ($) | $347,343,000 | 142 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,410,000 | 113 |
| 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 | $2,213,000 | 102 |
| Number of Managed Accounts | $1,865,000 | 89 |
| Number of Non-Managed Accounts | $348,000 | 129 |
| Total fiduciary and related assets | $1,764,692,000 | 132 |
| Managed Assets ($) | $1,433,175,000 | 108 |
| Non-managed Assets ($) | $331,517,000 | 151 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,174,000 | 120 |
| 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 | $2,196,000 | 100 |
| Number of Managed Accounts | $1,853,000 | 88 |
| Number of Non-Managed Accounts | $343,000 | 127 |
| Total fiduciary and related assets | $1,725,321,000 | 134 |
| Managed Assets ($) | $1,406,615,000 | 108 |
| Non-managed Assets ($) | $318,706,000 | 149 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,080,000 | 119 |
| 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 | $2,137,000 | 109 |
| Number of Managed Accounts | $1,794,000 | 90 |
| Number of Non-Managed Accounts | $343,000 | 165 |
| Total fiduciary and related assets | $1,679,176,000 | 133 |
| Managed Assets ($) | $1,410,838,000 | 106 |
| Non-managed Assets ($) | $268,338,000 | 155 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,990,000 | 113 |
| 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 | $2,201,000 | 105 |
| Number of Managed Accounts | $1,859,000 | 94 |
| Number of Non-Managed Accounts | $342,000 | 134 |
| Total fiduciary and related assets | $1,624,131,000 | 137 |
| Managed Assets ($) | $1,365,306,000 | 106 |
| Non-managed Assets ($) | $258,825,000 | 163 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,890,000 | 120 |
| 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 | $2,216,000 | 109 |
| Number of Managed Accounts | $1,858,000 | 99 |
| Number of Non-Managed Accounts | $358,000 | 135 |
| Total fiduciary and related assets | $1,590,763,000 | 144 |
| Managed Assets ($) | $1,337,381,000 | 110 |
| Non-managed Assets ($) | $253,382,000 | 175 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,952,000 | 123 |
| 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 | $2,230,000 | 107 |
| Number of Managed Accounts | $1,860,000 | 97 |
| Number of Non-Managed Accounts | $370,000 | 135 |
| Total fiduciary and related assets | $1,616,628,000 | 144 |
| Managed Assets ($) | $1,346,570,000 | 110 |
| Non-managed Assets ($) | $270,058,000 | 169 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,918,000 | 124 |
| 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 | $2,224,000 | 113 |
| Number of Managed Accounts | $1,866,000 | 98 |
| Number of Non-Managed Accounts | $358,000 | 166 |
| Total fiduciary and related assets | $1,564,411,000 | 142 |
| Managed Assets ($) | $1,297,126,000 | 111 |
| Non-managed Assets ($) | $267,285,000 | 172 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,953,000 | 126 |
| 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 | $2,178,000 | 107 |
| Number of Managed Accounts | $1,837,000 | 96 |
| Number of Non-Managed Accounts | $341,000 | 136 |
| Total fiduciary and related assets | $1,543,887,000 | 142 |
| Managed Assets ($) | $1,242,337,000 | 114 |
| Non-managed Assets ($) | $301,550,000 | 160 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,120,000 | 127 |
| 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 | $2,169,000 | 106 |
| Number of Managed Accounts | $1,842,000 | 92 |
| Number of Non-Managed Accounts | $327,000 | 141 |
| Total fiduciary and related assets | $1,521,365,000 | 136 |
| Managed Assets ($) | $1,221,031,000 | 110 |
| Non-managed Assets ($) | $300,334,000 | 157 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,394,000 | 127 |
| 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 | $2,141,000 | 112 |
| Number of Managed Accounts | $1,820,000 | 94 |
| Number of Non-Managed Accounts | $321,000 | 146 |
| Total fiduciary and related assets | $1,489,914,000 | 145 |
| Managed Assets ($) | $1,192,716,000 | 115 |
| Non-managed Assets ($) | $297,198,000 | 161 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,706,000 | 130 |
| 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 | $2,101,000 | 122 |
| Number of Managed Accounts | $1,772,000 | 99 |
| Number of Non-Managed Accounts | $329,000 | 181 |
| Total fiduciary and related assets | $1,506,535,000 | 145 |
| Managed Assets ($) | $1,213,211,000 | 114 |
| Non-managed Assets ($) | $293,324,000 | 167 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,435,000 | 129 |
| 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 | $2,099,000 | 113 |
| Number of Managed Accounts | $1,775,000 | 96 |
| Number of Non-Managed Accounts | $324,000 | 142 |
| Total fiduciary and related assets | $1,440,229,000 | 150 |
| Managed Assets ($) | $1,157,174,000 | 114 |
| Non-managed Assets ($) | $283,055,000 | 166 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,738,000 | 131 |
| 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 | $2,056,000 | 115 |
| Number of Managed Accounts | $1,736,000 | 101 |
| Number of Non-Managed Accounts | $320,000 | 145 |
| Total fiduciary and related assets | $1,460,113,000 | 146 |
| Managed Assets ($) | $1,178,544,000 | 112 |
| Non-managed Assets ($) | $281,569,000 | 170 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,169,000 | 134 |
| 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 | $2,132,000 | 112 |
| Number of Managed Accounts | $1,698,000 | 100 |
| Number of Non-Managed Accounts | $434,000 | 130 |
| Total fiduciary and related assets | $1,431,919,000 | 150 |
| Managed Assets ($) | $1,157,693,000 | 116 |
| Non-managed Assets ($) | $274,226,000 | 172 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,573,000 | 134 |
| 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 | $2,115,000 | 126 |
| Number of Managed Accounts | $1,674,000 | 109 |
| Number of Non-Managed Accounts | $441,000 | 166 |
| Total fiduciary and related assets | $1,426,304,000 | 155 |
| Managed Assets ($) | $1,147,410,000 | 119 |
| Non-managed Assets ($) | $278,894,000 | 173 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,974,000 | 137 |
| 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 | $2,096,000 | 124 |
| Number of Managed Accounts | $1,660,000 | 109 |
| Number of Non-Managed Accounts | $436,000 | 146 |
| Total fiduciary and related assets | $1,371,290,000 | 158 |
| Managed Assets ($) | $1,104,766,000 | 121 |
| Non-managed Assets ($) | $266,524,000 | 175 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,428,000 | 145 |
| 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 | $2,086,000 | 125 |
| Number of Managed Accounts | $1,656,000 | 110 |
| Number of Non-Managed Accounts | $430,000 | 146 |
| Total fiduciary and related assets | $1,904,663,000 | 137 |
| Managed Assets ($) | $1,117,393,000 | 122 |
| Non-managed Assets ($) | $787,270,000 | 127 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,764,000 | 153 |
| 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 | $2,051,000 | 134 |
| Number of Managed Accounts | $1,633,000 | 118 |
| Number of Non-Managed Accounts | $418,000 | 157 |
| Total fiduciary and related assets | $1,324,072,000 | 161 |
| Managed Assets ($) | $994,872,000 | 126 |
| Non-managed Assets ($) | $329,200,000 | 172 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,392,000 | 158 |
| 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 | $2,035,000 | 141 |
| Number of Managed Accounts | $1,623,000 | 125 |
| Number of Non-Managed Accounts | $412,000 | 180 |
| Total fiduciary and related assets | $1,330,066,000 | 163 |
| Managed Assets ($) | $996,898,000 | 127 |
| Non-managed Assets ($) | $333,168,000 | 175 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,936,000 | 167 |
| 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 | $1,897,000 | 133 |
| Number of Managed Accounts | $1,464,000 | 115 |
| Number of Non-Managed Accounts | $433,000 | 161 |
| Total fiduciary and related assets | $1,317,861,000 | 151 |
| Managed Assets ($) | $867,199,000 | 137 |
| Non-managed Assets ($) | $450,662,000 | 145 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,817,000 | 168 |
| 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 | $4,594,000 | 176 |
| 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 | $4,146,000 | 215 |
| 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 | $3,643,000 | 231 |
| 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 | $3,749,000 | 227 |
| 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 | $2,719,000 | 303 |
| 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 | $2,339,000 | 349 |
| 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 | $1,854,000 | 381 |
| 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 | $1,829,000 | 399 |
| 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 | $1,620,000 | 429 |