Home > The Philadelphia Trust Company > Fiduciary and Related Services
The Philadelphia Trust Company, Fiduciary and Related Services
| 2023-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 4 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,232,000 | 210 |
| Number of Managed Accounts | $1,199,000 | 169 |
| Number of Non-Managed Accounts | $33,000 | 457 |
| Total fiduciary and related assets | $1,809,125,000 | 191 |
| Managed Assets ($) | $1,711,232,000 | 152 |
| Non-managed Assets ($) | $97,893,000 | 286 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,294,000 | 184 |
| 2023-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 5 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,233,000 | 201 |
| Number of Managed Accounts | $1,198,000 | 165 |
| Number of Non-Managed Accounts | $35,000 | 274 |
| Total fiduciary and related assets | $1,677,724,000 | 193 |
| Managed Assets ($) | $1,570,542,000 | 155 |
| Non-managed Assets ($) | $107,182,000 | 233 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,875,000 | 184 |
| 2023-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 3 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,207,000 | 204 |
| Number of Managed Accounts | $1,172,000 | 169 |
| Number of Non-Managed Accounts | $35,000 | 318 |
| Total fiduciary and related assets | $1,755,331,000 | 182 |
| Managed Assets ($) | $1,641,798,000 | 146 |
| Non-managed Assets ($) | $113,533,000 | 253 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,633,000 | 177 |
| 2023-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,220,000 | 204 |
| Number of Managed Accounts | $1,184,000 | 170 |
| Number of Non-Managed Accounts | $36,000 | 278 |
| Total fiduciary and related assets | $1,712,835,000 | 192 |
| Managed Assets ($) | $1,599,962,000 | 155 |
| Non-managed Assets ($) | $112,873,000 | 233 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,150,000 | 195 |
| 2022-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,214,000 | 214 |
| Number of Managed Accounts | $1,171,000 | 178 |
| Number of Non-Managed Accounts | $43,000 | 424 |
| Total fiduciary and related assets | $1,647,214,000 | 194 |
| Managed Assets ($) | $1,529,692,000 | 159 |
| Non-managed Assets ($) | $117,522,000 | 257 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,816,000 | 192 |
| 2022-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,212,000 | 212 |
| Number of Managed Accounts | $1,168,000 | 176 |
| Number of Non-Managed Accounts | $44,000 | 272 |
| Total fiduciary and related assets | $1,574,356,000 | 195 |
| Managed Assets ($) | $1,464,698,000 | 160 |
| Non-managed Assets ($) | $109,658,000 | 235 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,714,000 | 190 |
| 2022-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,201,000 | 194 |
| Number of Managed Accounts | $1,157,000 | 165 |
| Number of Non-Managed Accounts | $44,000 | 279 |
| Total fiduciary and related assets | $1,652,019,000 | 162 |
| Managed Assets ($) | $1,536,318,000 | 134 |
| Non-managed Assets ($) | $115,701,000 | 222 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,718,000 | 158 |
| 2022-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,199,000 | 195 |
| Number of Managed Accounts | $1,154,000 | 163 |
| Number of Non-Managed Accounts | $45,000 | 242 |
| Total fiduciary and related assets | $1,879,603,000 | 161 |
| Managed Assets ($) | $1,763,325,000 | 131 |
| Non-managed Assets ($) | $116,278,000 | 213 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,592,000 | 152 |
| 2021-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,184,000 | 200 |
| Number of Managed Accounts | $1,139,000 | 164 |
| Number of Non-Managed Accounts | $45,000 | 400 |
| Total fiduciary and related assets | $1,930,179,000 | 165 |
| Managed Assets ($) | $1,806,482,000 | 133 |
| Non-managed Assets ($) | $123,697,000 | 241 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,566,000 | 160 |
| 2021-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,175,000 | 198 |
| Number of Managed Accounts | $1,129,000 | 166 |
| Number of Non-Managed Accounts | $46,000 | 242 |
| Total fiduciary and related assets | $1,869,206,000 | 163 |
| Managed Assets ($) | $1,750,618,000 | 133 |
| Non-managed Assets ($) | $118,588,000 | 215 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,155,000 | 159 |
| 2021-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,154,000 | 202 |
| Number of Managed Accounts | $1,110,000 | 171 |
| Number of Non-Managed Accounts | $44,000 | 275 |
| Total fiduciary and related assets | $1,928,978,000 | 158 |
| Managed Assets ($) | $1,811,743,000 | 130 |
| Non-managed Assets ($) | $117,235,000 | 240 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,691,000 | 159 |
| 2021-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,140,000 | 198 |
| Number of Managed Accounts | $1,101,000 | 169 |
| Number of Non-Managed Accounts | $39,000 | 254 |
| Total fiduciary and related assets | $1,786,607,000 | 163 |
| Managed Assets ($) | $1,676,060,000 | 132 |
| Non-managed Assets ($) | $110,547,000 | 214 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,178,000 | 165 |
| 2020-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,113,000 | 206 |
| Number of Managed Accounts | $1,074,000 | 175 |
| Number of Non-Managed Accounts | $39,000 | 436 |
| Total fiduciary and related assets | $1,699,213,000 | 167 |
| Managed Assets ($) | $1,594,456,000 | 138 |
| Non-managed Assets ($) | $104,757,000 | 247 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,421,000 | 176 |
| 2020-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,104,000 | 200 |
| Number of Managed Accounts | $1,064,000 | 170 |
| Number of Non-Managed Accounts | $40,000 | 252 |
| Total fiduciary and related assets | $1,527,464,000 | 166 |
| Managed Assets ($) | $1,431,782,000 | 138 |
| Non-managed Assets ($) | $95,682,000 | 216 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,304,000 | 178 |
| 2020-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,103,000 | 207 |
| Number of Managed Accounts | $1,063,000 | 178 |
| Number of Non-Managed Accounts | $40,000 | 281 |
| Total fiduciary and related assets | $1,441,441,000 | 170 |
| Managed Assets ($) | $1,353,909,000 | 143 |
| Non-managed Assets ($) | $87,532,000 | 243 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,441,000 | 179 |
| 2020-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,094,000 | 201 |
| Number of Managed Accounts | $1,054,000 | 171 |
| Number of Non-Managed Accounts | $40,000 | 256 |
| Total fiduciary and related assets | $1,377,552,000 | 160 |
| Managed Assets ($) | $1,301,222,000 | 137 |
| Non-managed Assets ($) | $76,330,000 | 221 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,636,000 | 188 |
| 2019-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,084,000 | 215 |
| Number of Managed Accounts | $1,044,000 | 182 |
| Number of Non-Managed Accounts | $40,000 | 447 |
| Total fiduciary and related assets | $1,626,932,000 | 161 |
| Managed Assets ($) | $1,538,401,000 | 128 |
| Non-managed Assets ($) | $88,531,000 | 259 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,878,000 | 166 |
| 2019-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,095,000 | 200 |
| Number of Managed Accounts | $1,055,000 | 171 |
| Number of Non-Managed Accounts | $40,000 | 261 |
| Total fiduciary and related assets | $1,547,454,000 | 163 |
| Managed Assets ($) | $1,464,828,000 | 131 |
| Non-managed Assets ($) | $82,626,000 | 233 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,822,000 | 167 |
| 2019-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,086,000 | 204 |
| Number of Managed Accounts | $1,046,000 | 175 |
| Number of Non-Managed Accounts | $40,000 | 278 |
| Total fiduciary and related assets | $1,591,306,000 | 158 |
| Managed Assets ($) | $1,508,439,000 | 126 |
| Non-managed Assets ($) | $82,867,000 | 253 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,880,000 | 168 |
| 2019-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,099,000 | 203 |
| Number of Managed Accounts | $1,059,000 | 174 |
| Number of Non-Managed Accounts | $40,000 | 282 |
| Total fiduciary and related assets | $1,586,560,000 | 158 |
| Managed Assets ($) | $1,505,888,000 | 126 |
| Non-managed Assets ($) | $80,672,000 | 255 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,910,000 | 164 |
| 2018-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,068,000 | 211 |
| Number of Managed Accounts | $1,028,000 | 177 |
| Number of Non-Managed Accounts | $40,000 | 455 |
| Total fiduciary and related assets | $1,444,591,000 | 159 |
| Managed Assets ($) | $1,371,741,000 | 125 |
| Non-managed Assets ($) | $72,850,000 | 278 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,772,000 | 165 |
| 2018-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,061,000 | 206 |
| Number of Managed Accounts | $1,021,000 | 176 |
| Number of Non-Managed Accounts | $40,000 | 283 |
| Total fiduciary and related assets | $1,615,679,000 | 153 |
| Managed Assets ($) | $1,535,967,000 | 124 |
| Non-managed Assets ($) | $79,712,000 | 259 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,943,000 | 162 |
| 2018-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,070,000 | 204 |
| Number of Managed Accounts | $1,023,000 | 176 |
| Number of Non-Managed Accounts | $47,000 | 271 |
| Total fiduciary and related assets | $1,568,423,000 | 156 |
| Managed Assets ($) | $1,492,825,000 | 124 |
| Non-managed Assets ($) | $75,598,000 | 260 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,910,000 | 165 |
| 2018-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,068,000 | 209 |
| Number of Managed Accounts | $1,028,000 | 173 |
| Number of Non-Managed Accounts | $40,000 | 288 |
| Total fiduciary and related assets | $1,629,159,000 | 155 |
| Managed Assets ($) | $1,556,394,000 | 121 |
| Non-managed Assets ($) | $72,765,000 | 263 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,945,000 | 167 |
| 2017-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,072,000 | 214 |
| Number of Managed Accounts | $1,032,000 | 174 |
| Number of Non-Managed Accounts | $40,000 | 464 |
| Total fiduciary and related assets | $1,707,357,000 | 150 |
| Managed Assets ($) | $1,623,673,000 | 119 |
| Non-managed Assets ($) | $83,684,000 | 262 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,569,000 | 150 |
| 2017-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,058,000 | 209 |
| Number of Managed Accounts | $1,018,000 | 173 |
| Number of Non-Managed Accounts | $40,000 | 276 |
| Total fiduciary and related assets | $1,662,201,000 | 150 |
| Managed Assets ($) | $1,585,211,000 | 118 |
| Non-managed Assets ($) | $76,990,000 | 247 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,212,000 | 152 |
| 2017-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,041,000 | 211 |
| Number of Managed Accounts | $1,001,000 | 174 |
| Number of Non-Managed Accounts | $40,000 | 278 |
| Total fiduciary and related assets | $1,653,461,000 | 145 |
| Managed Assets ($) | $1,579,548,000 | 115 |
| Non-managed Assets ($) | $73,913,000 | 248 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,132,000 | 150 |
| 2017-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,032,000 | 211 |
| Number of Managed Accounts | $992,000 | 174 |
| Number of Non-Managed Accounts | $40,000 | 278 |
| Total fiduciary and related assets | $1,646,182,000 | 139 |
| Managed Assets ($) | $1,573,609,000 | 112 |
| Non-managed Assets ($) | $72,573,000 | 249 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,072,000 | 150 |
| 2016-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,004,000 | 219 |
| Number of Managed Accounts | $963,000 | 173 |
| Number of Non-Managed Accounts | $41,000 | 467 |
| Total fiduciary and related assets | $1,632,279,000 | 137 |
| Managed Assets ($) | $1,568,288,000 | 112 |
| Non-managed Assets ($) | $63,991,000 | 290 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,285,000 | 143 |
| 2016-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,006,000 | 211 |
| Number of Managed Accounts | $964,000 | 173 |
| Number of Non-Managed Accounts | $42,000 | 287 |
| Total fiduciary and related assets | $1,564,609,000 | 137 |
| Managed Assets ($) | $1,503,909,000 | 113 |
| Non-managed Assets ($) | $60,700,000 | 266 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,104,000 | 143 |
| 2016-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,012,000 | 212 |
| Number of Managed Accounts | $971,000 | 174 |
| Number of Non-Managed Accounts | $41,000 | 289 |
| Total fiduciary and related assets | $1,568,156,000 | 136 |
| Managed Assets ($) | $1,509,026,000 | 111 |
| Non-managed Assets ($) | $59,130,000 | 270 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,023,000 | 146 |
| 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 | $998,000 | 210 |
| Number of Managed Accounts | $960,000 | 177 |
| Number of Non-Managed Accounts | $38,000 | 291 |
| Total fiduciary and related assets | $1,620,445,000 | 135 |
| Managed Assets ($) | $1,564,083,000 | 110 |
| Non-managed Assets ($) | $56,362,000 | 269 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,025,000 | 139 |
| 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 | $940,000 | 229 |
| Number of Managed Accounts | $912,000 | 183 |
| Number of Non-Managed Accounts | $28,000 | 565 |
| Total fiduciary and related assets | $1,629,296,000 | 135 |
| Managed Assets ($) | $1,577,099,000 | 106 |
| Non-managed Assets ($) | $52,197,000 | 316 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,430,000 | 141 |
| 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 | $985,000 | 211 |
| Number of Managed Accounts | $955,000 | 174 |
| Number of Non-Managed Accounts | $30,000 | 301 |
| Total fiduciary and related assets | $1,574,818,000 | 136 |
| Managed Assets ($) | $1,524,724,000 | 107 |
| Non-managed Assets ($) | $50,094,000 | 280 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,328,000 | 142 |
| 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 | $940,000 | 223 |
| Number of Managed Accounts | $910,000 | 183 |
| Number of Non-Managed Accounts | $30,000 | 306 |
| Total fiduciary and related assets | $1,718,507,000 | 134 |
| Managed Assets ($) | $1,663,428,000 | 105 |
| Non-managed Assets ($) | $55,079,000 | 274 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,378,000 | 137 |
| 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 | $938,000 | 218 |
| Number of Managed Accounts | $908,000 | 179 |
| Number of Non-Managed Accounts | $30,000 | 307 |
| Total fiduciary and related assets | $1,745,513,000 | 132 |
| Managed Assets ($) | $1,689,668,000 | 102 |
| Non-managed Assets ($) | $55,845,000 | 279 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,210,000 | 138 |
| 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 | $896,000 | 237 |
| Number of Managed Accounts | $866,000 | 190 |
| Number of Non-Managed Accounts | $30,000 | 575 |
| Total fiduciary and related assets | $1,733,581,000 | 132 |
| Managed Assets ($) | $1,678,494,000 | 101 |
| Non-managed Assets ($) | $55,087,000 | 316 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,031,000 | 124 |
| 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 | $922,000 | 225 |
| Number of Managed Accounts | $889,000 | 184 |
| Number of Non-Managed Accounts | $33,000 | 301 |
| Total fiduciary and related assets | $2,037,852,000 | 119 |
| Managed Assets ($) | $1,985,904,000 | 88 |
| Non-managed Assets ($) | $51,948,000 | 281 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,614,000 | 122 |
| 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 | $903,000 | 225 |
| Number of Managed Accounts | $870,000 | 185 |
| Number of Non-Managed Accounts | $33,000 | 298 |
| Total fiduciary and related assets | $2,080,052,000 | 118 |
| Managed Assets ($) | $2,023,549,000 | 88 |
| Non-managed Assets ($) | $56,503,000 | 272 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,090,000 | 122 |
| 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 | $878,000 | 232 |
| Number of Managed Accounts | $849,000 | 187 |
| Number of Non-Managed Accounts | $29,000 | 304 |
| Total fiduciary and related assets | $1,985,504,000 | 121 |
| Managed Assets ($) | $1,938,224,000 | 89 |
| Non-managed Assets ($) | $47,280,000 | 287 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,529,000 | 122 |
| 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 | $894,000 | 240 |
| Number of Managed Accounts | $858,000 | 189 |
| Number of Non-Managed Accounts | $36,000 | 535 |
| Total fiduciary and related assets | $1,968,262,000 | 122 |
| Managed Assets ($) | $1,924,558,000 | 90 |
| Non-managed Assets ($) | $43,704,000 | 350 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,230,000 | 131 |
| 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 | $875,000 | 227 |
| Number of Managed Accounts | $838,000 | 180 |
| Number of Non-Managed Accounts | $37,000 | 285 |
| Total fiduciary and related assets | $1,861,862,000 | 122 |
| Managed Assets ($) | $1,820,806,000 | 89 |
| Non-managed Assets ($) | $41,056,000 | 286 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,706,000 | 130 |
| 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 | $855,000 | 227 |
| Number of Managed Accounts | $818,000 | 184 |
| Number of Non-Managed Accounts | $37,000 | 287 |
| Total fiduciary and related assets | $1,794,527,000 | 121 |
| Managed Assets ($) | $1,754,751,000 | 90 |
| Non-managed Assets ($) | $39,776,000 | 289 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,436,000 | 129 |
| 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 | $780,000 | 248 |
| Number of Managed Accounts | $756,000 | 197 |
| Number of Non-Managed Accounts | $24,000 | 314 |
| Total fiduciary and related assets | $1,812,172,000 | 123 |
| Managed Assets ($) | $1,773,520,000 | 92 |
| Non-managed Assets ($) | $38,652,000 | 301 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,210,000 | 129 |
| 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 | $840,000 | 249 |
| Number of Managed Accounts | $806,000 | 190 |
| Number of Non-Managed Accounts | $34,000 | 569 |
| Total fiduciary and related assets | $1,710,991,000 | 125 |
| Managed Assets ($) | $1,673,841,000 | 92 |
| Non-managed Assets ($) | $37,150,000 | 385 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,358,000 | 126 |
| 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 | $839,000 | 232 |
| Number of Managed Accounts | $804,000 | 185 |
| Number of Non-Managed Accounts | $35,000 | 283 |
| Total fiduciary and related assets | $1,757,647,000 | 120 |
| Managed Assets ($) | $1,720,483,000 | 90 |
| Non-managed Assets ($) | $37,164,000 | 288 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,205,000 | 124 |
| 2012-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,186,000 | 169 |
| Number of Managed Accounts | $1,146,000 | 131 |
| Number of Non-Managed Accounts | $40,000 | 275 |
| Total fiduciary and related assets | $1,634,501,000 | 126 |
| Managed Assets ($) | $1,598,221,000 | 90 |
| Non-managed Assets ($) | $36,280,000 | 288 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,073,000 | 125 |
| 2012-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,216,000 | 168 |
| Number of Managed Accounts | $1,183,000 | 132 |
| Number of Non-Managed Accounts | $33,000 | 281 |
| Total fiduciary and related assets | $1,689,901,000 | 122 |
| Managed Assets ($) | $1,653,424,000 | 89 |
| Non-managed Assets ($) | $36,477,000 | 286 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,035,000 | 125 |
| 2011-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,228,000 | 173 |
| Number of Managed Accounts | $1,189,000 | 134 |
| Number of Non-Managed Accounts | $39,000 | 541 |
| Total fiduciary and related assets | $1,551,200,000 | 124 |
| Managed Assets ($) | $1,519,217,000 | 91 |
| Non-managed Assets ($) | $31,983,000 | 395 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,776,000 | 112 |
| 2011-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,231,000 | 165 |
| Number of Managed Accounts | $1,198,000 | 132 |
| Number of Non-Managed Accounts | $33,000 | 297 |
| Total fiduciary and related assets | $1,437,589,000 | 126 |
| Managed Assets ($) | $1,408,252,000 | 98 |
| Non-managed Assets ($) | $29,337,000 | 298 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,694,000 | 117 |
| 2011-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,176,000 | 170 |
| Number of Managed Accounts | $1,137,000 | 136 |
| Number of Non-Managed Accounts | $39,000 | 283 |
| Total fiduciary and related assets | $1,628,868,000 | 124 |
| Managed Assets ($) | $1,592,972,000 | 91 |
| Non-managed Assets ($) | $35,896,000 | 286 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,942,000 | 114 |
| 2011-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,166,000 | 173 |
| Number of Managed Accounts | $1,135,000 | 132 |
| Number of Non-Managed Accounts | $31,000 | 299 |
| Total fiduciary and related assets | $1,589,924,000 | 125 |
| Managed Assets ($) | $1,554,663,000 | 91 |
| Non-managed Assets ($) | $35,261,000 | 288 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,951,000 | 112 |
| 2010-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,151,000 | 190 |
| Number of Managed Accounts | $1,116,000 | 138 |
| Number of Non-Managed Accounts | $35,000 | 602 |
| Total fiduciary and related assets | $1,489,888,000 | 133 |
| Managed Assets ($) | $1,459,241,000 | 95 |
| Non-managed Assets ($) | $30,647,000 | 413 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,906,000 | 120 |
| 2010-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,119,000 | 179 |
| Number of Managed Accounts | $1,086,000 | 137 |
| Number of Non-Managed Accounts | $33,000 | 290 |
| Total fiduciary and related assets | $1,382,482,000 | 135 |
| Managed Assets ($) | $1,349,941,000 | 96 |
| Non-managed Assets ($) | $32,541,000 | 290 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,034,000 | 119 |
| 2010-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,080,000 | 190 |
| Number of Managed Accounts | $1,047,000 | 136 |
| Number of Non-Managed Accounts | $33,000 | 294 |
| Total fiduciary and related assets | $1,270,784,000 | 133 |
| Managed Assets ($) | $1,234,307,000 | 95 |
| Non-managed Assets ($) | $36,477,000 | 274 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,320,000 | 122 |
| 2010-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,052,000 | 198 |
| Number of Managed Accounts | $1,028,000 | 142 |
| Number of Non-Managed Accounts | $24,000 | 317 |
| Total fiduciary and related assets | $1,373,720,000 | 133 |
| Managed Assets ($) | $1,334,182,000 | 92 |
| Non-managed Assets ($) | $39,538,000 | 274 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,682,000 | 120 |
| 2009-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,001,000 | 222 |
| Number of Managed Accounts | $979,000 | 153 |
| Number of Non-Managed Accounts | $22,000 | 745 |
| Total fiduciary and related assets | $1,326,468,000 | 137 |
| Managed Assets ($) | $1,284,521,000 | 96 |
| Non-managed Assets ($) | $41,947,000 | 352 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,050,000 | 126 |
| 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 | $976,000 | 210 |
| Number of Managed Accounts | $959,000 | 153 |
| Number of Non-Managed Accounts | $17,000 | 325 |
| Total fiduciary and related assets | $1,298,325,000 | 136 |
| Managed Assets ($) | $1,247,893,000 | 96 |
| Non-managed Assets ($) | $50,432,000 | 254 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,417,000 | 127 |
| 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 | $921,000 | 223 |
| Number of Managed Accounts | $903,000 | 165 |
| Number of Non-Managed Accounts | $18,000 | 327 |
| Total fiduciary and related assets | $1,177,207,000 | 141 |
| Managed Assets ($) | $1,125,776,000 | 101 |
| Non-managed Assets ($) | $51,431,000 | 250 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,828,000 | 134 |
| 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 | $905,000 | 227 |
| Number of Managed Accounts | $887,000 | 171 |
| Number of Non-Managed Accounts | $18,000 | 324 |
| Total fiduciary and related assets | $1,075,140,000 | 143 |
| Managed Assets ($) | $1,028,399,000 | 105 |
| Non-managed Assets ($) | $46,741,000 | 253 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,340,000 | 134 |
| 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 | $987,000 | 235 |
| Number of Managed Accounts | $969,000 | 163 |
| Number of Non-Managed Accounts | $18,000 | 787 |
| Total fiduciary and related assets | $1,121,687,000 | 144 |
| Managed Assets ($) | $1,070,763,000 | 106 |
| Non-managed Assets ($) | $50,924,000 | 317 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,504,000 | 129 |
| 2008-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,268,000 | 164 |
| Number of Managed Accounts | $1,246,000 | 125 |
| Number of Non-Managed Accounts | $22,000 | 334 |
| Total fiduciary and related assets | $1,306,282,000 | 137 |
| Managed Assets ($) | $1,248,788,000 | 103 |
| Non-managed Assets ($) | $57,494,000 | 261 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,062,000 | 129 |
| 2008-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,193,000 | 183 |
| Number of Managed Accounts | $1,171,000 | 132 |
| Number of Non-Managed Accounts | $22,000 | 334 |
| Total fiduciary and related assets | $1,352,898,000 | 145 |
| Managed Assets ($) | $1,291,209,000 | 106 |
| Non-managed Assets ($) | $61,689,000 | 264 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,442,000 | 132 |
| 2008-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,077,000 | 203 |
| Number of Managed Accounts | $1,057,000 | 152 |
| Number of Non-Managed Accounts | $20,000 | 345 |
| Total fiduciary and related assets | $1,403,116,000 | 145 |
| Managed Assets ($) | $1,340,726,000 | 107 |
| Non-managed Assets ($) | $62,390,000 | 264 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,724,000 | 131 |
| 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 | $953,000 | 237 |
| Number of Managed Accounts | $933,000 | 170 |
| Number of Non-Managed Accounts | $20,000 | 773 |
| Total fiduciary and related assets | $1,442,599,000 | 143 |
| Managed Assets ($) | $1,375,934,000 | 105 |
| Non-managed Assets ($) | $66,665,000 | 309 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,333,000 | 122 |
| 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 | $897,000 | 232 |
| Number of Managed Accounts | $877,000 | 177 |
| Number of Non-Managed Accounts | $20,000 | 333 |
| Total fiduciary and related assets | $1,480,140,000 | 143 |
| Managed Assets ($) | $1,413,716,000 | 106 |
| Non-managed Assets ($) | $66,424,000 | 255 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,439,000 | 121 |
| 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 | $873,000 | 237 |
| Number of Managed Accounts | $853,000 | 179 |
| Number of Non-Managed Accounts | $20,000 | 344 |
| Total fiduciary and related assets | $1,515,647,000 | 147 |
| Managed Assets ($) | $1,449,488,000 | 106 |
| Non-managed Assets ($) | $66,159,000 | 260 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,584,000 | 130 |
| 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 | $856,000 | 237 |
| Number of Managed Accounts | $836,000 | 181 |
| Number of Non-Managed Accounts | $20,000 | 342 |
| Total fiduciary and related assets | $1,405,839,000 | 151 |
| Managed Assets ($) | $1,338,571,000 | 110 |
| Non-managed Assets ($) | $67,268,000 | 257 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,734,000 | 131 |
| 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 | $842,000 | 259 |
| Number of Managed Accounts | $822,000 | 191 |
| Number of Non-Managed Accounts | $20,000 | 790 |
| Total fiduciary and related assets | $1,386,834,000 | 149 |
| Managed Assets ($) | $1,321,084,000 | 108 |
| Non-managed Assets ($) | $65,750,000 | 308 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,779,000 | 126 |
| 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 | $822,000 | 244 |
| Number of Managed Accounts | $802,000 | 193 |
| Number of Non-Managed Accounts | $20,000 | 337 |
| Total fiduciary and related assets | $1,325,394,000 | 157 |
| Managed Assets ($) | $1,261,277,000 | 112 |
| Non-managed Assets ($) | $64,117,000 | 264 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,073,000 | 132 |
| 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 | $802,000 | 250 |
| Number of Managed Accounts | $782,000 | 199 |
| Number of Non-Managed Accounts | $20,000 | 342 |
| Total fiduciary and related assets | $1,271,574,000 | 163 |
| Managed Assets ($) | $1,208,123,000 | 117 |
| Non-managed Assets ($) | $63,451,000 | 271 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,425,000 | 137 |
| 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 | $788,000 | 253 |
| Number of Managed Accounts | $768,000 | 203 |
| Number of Non-Managed Accounts | $20,000 | 345 |
| Total fiduciary and related assets | $1,351,193,000 | 156 |
| Managed Assets ($) | $1,286,427,000 | 111 |
| Non-managed Assets ($) | $64,766,000 | 272 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,761,000 | 133 |
| 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 | $765,000 | 281 |
| Number of Managed Accounts | $745,000 | 210 |
| Number of Non-Managed Accounts | $20,000 | 819 |
| Total fiduciary and related assets | $1,502,714,000 | 147 |
| Managed Assets ($) | $1,440,634,000 | 104 |
| Non-managed Assets ($) | $62,080,000 | 313 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,906,000 | 128 |
| 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 | $750,000 | 255 |
| Number of Managed Accounts | $730,000 | 204 |
| Number of Non-Managed Accounts | $20,000 | 339 |
| Total fiduciary and related assets | $1,565,188,000 | 141 |
| Managed Assets ($) | $1,503,819,000 | 101 |
| Non-managed Assets ($) | $61,369,000 | 269 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,122,000 | 126 |
| 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 | $738,000 | 258 |
| Number of Managed Accounts | $718,000 | 203 |
| Number of Non-Managed Accounts | $20,000 | 358 |
| Total fiduciary and related assets | $1,511,576,000 | 137 |
| Managed Assets ($) | $1,442,777,000 | 100 |
| Non-managed Assets ($) | $68,799,000 | 258 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,355,000 | 128 |
| 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 | $708,000 | 265 |
| Number of Managed Accounts | $688,000 | 211 |
| Number of Non-Managed Accounts | $20,000 | 360 |
| Total fiduciary and related assets | $1,491,038,000 | 144 |
| Managed Assets ($) | $1,423,775,000 | 106 |
| Non-managed Assets ($) | $67,263,000 | 259 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,655,000 | 134 |
| 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 | $701,000 | 293 |
| Number of Managed Accounts | $694,000 | 212 |
| Number of Non-Managed Accounts | $7,000 | 1,060 |
| Total fiduciary and related assets | $1,408,158,000 | 152 |
| Managed Assets ($) | $1,341,943,000 | 109 |
| Non-managed Assets ($) | $66,215,000 | 304 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,318,000 | 132 |
| 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 | $690,000 | 261 |
| Number of Managed Accounts | $690,000 | 203 |
| Number of Non-Managed Accounts | $0 | 423 |
| Total fiduciary and related assets | $1,325,814,000 | 154 |
| Managed Assets ($) | $1,325,814,000 | 108 |
| Non-managed Assets ($) | $0 | 421 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,675,000 | 132 |
| 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 | $670,000 | 269 |
| Number of Managed Accounts | $670,000 | 210 |
| Number of Non-Managed Accounts | $0 | 432 |
| Total fiduciary and related assets | $1,329,985,000 | 152 |
| Managed Assets ($) | $1,329,985,000 | 109 |
| Non-managed Assets ($) | $0 | 429 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,103,000 | 135 |
| 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 | $670,000 | 269 |
| Number of Managed Accounts | $670,000 | 208 |
| Number of Non-Managed Accounts | $0 | 438 |
| Total fiduciary and related assets | $1,309,235,000 | 156 |
| Managed Assets ($) | $1,309,235,000 | 113 |
| Non-managed Assets ($) | $0 | 436 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,520,000 | 136 |
| 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 | $653,000 | 323 |
| Number of Managed Accounts | $653,000 | 230 |
| Number of Non-Managed Accounts | $0 | 1,417 |
| Total fiduciary and related assets | $1,185,226,000 | 164 |
| Managed Assets ($) | $1,185,226,000 | 118 |
| Non-managed Assets ($) | $0 | 1,404 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,841,000 | 156 |
| 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 | $595,000 | 306 |
| Number of Managed Accounts | $584,000 | 247 |
| Number of Non-Managed Accounts | $11,000 | 395 |
| Total fiduciary and related assets | $957,487,000 | 188 |
| Managed Assets ($) | $956,033,000 | 132 |
| Non-managed Assets ($) | $1,454,000 | 420 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,422,000 | 165 |
| 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 | $554,000 | 317 |
| Number of Managed Accounts | $543,000 | 257 |
| Number of Non-Managed Accounts | $11,000 | 400 |
| Total fiduciary and related assets | $912,733,000 | 195 |
| Managed Assets ($) | $911,259,000 | 134 |
| Non-managed Assets ($) | $1,474,000 | 426 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,189,000 | 173 |
| 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 | $499,000 | 336 |
| Number of Managed Accounts | $488,000 | 282 |
| Number of Non-Managed Accounts | $11,000 | 412 |
| Total fiduciary and related assets | $809,052,000 | 208 |
| Managed Assets ($) | $807,696,000 | 147 |
| Non-managed Assets ($) | $1,356,000 | 434 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,043,000 | 186 |
| 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 | $506,000 | 406 |
| Number of Managed Accounts | $494,000 | 312 |
| Number of Non-Managed Accounts | $12,000 | 989 |
| Total fiduciary and related assets | $800,579,000 | 208 |
| Managed Assets ($) | $791,013,000 | 148 |
| Non-managed Assets ($) | $9,566,000 | 656 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,679,000 | 202 |
| 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 | $256,000 | 587 |
| Number of Managed Accounts | $243,000 | 467 |
| Number of Non-Managed Accounts | $13,000 | 923 |
| Total fiduciary and related assets | $628,685,000 | 221 |
| Managed Assets ($) | $626,328,000 | 161 |
| Non-managed Assets ($) | $2,357,000 | 905 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,347,000 | 269 |
| 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 | NA | NA |
| 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 | NA | NA |