Home > The Savings Bank > Fiduciary and Related Services
The Savings Bank, Fiduciary and Related Services
| 2025-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 5 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $854,000 | 251 |
| Number of Managed Accounts | $795,000 | 229 |
| Number of Non-Managed Accounts | $59,000 | 245 |
| Total fiduciary and related assets | $447,853,000 | 332 |
| Managed Assets ($) | $434,065,000 | 300 |
| Non-managed Assets ($) | $13,788,000 | 323 |
| Memoranda | ||
| Gross Fiduciary activities income | $960,000 | 351 |
| 2024-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 6 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $857,000 | 275 |
| Number of Managed Accounts | $791,000 | 249 |
| Number of Non-Managed Accounts | $66,000 | 324 |
| Total fiduciary and related assets | $453,356,000 | 369 |
| Managed Assets ($) | $436,519,000 | 331 |
| Non-managed Assets ($) | $16,837,000 | 477 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,709,000 | 342 |
| 2024-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 3 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $849,000 | 255 |
| Number of Managed Accounts | $786,000 | 232 |
| Number of Non-Managed Accounts | $63,000 | 235 |
| Total fiduciary and related assets | $458,522,000 | 331 |
| Managed Assets ($) | $442,854,000 | 302 |
| Non-managed Assets ($) | $15,668,000 | 317 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,751,000 | 349 |
| 2024-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 7 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $870,000 | 251 |
| Number of Managed Accounts | $806,000 | 226 |
| Number of Non-Managed Accounts | $64,000 | 234 |
| Total fiduciary and related assets | $444,534,000 | 334 |
| Managed Assets ($) | $430,729,000 | 303 |
| Non-managed Assets ($) | $13,805,000 | 326 |
| Memoranda | ||
| Gross Fiduciary activities income | $895,000 | 327 |
| 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 | $882,000 | 268 |
| Number of Managed Accounts | $816,000 | 239 |
| Number of Non-Managed Accounts | $66,000 | 326 |
| Total fiduciary and related assets | $426,385,000 | 369 |
| Managed Assets ($) | $414,494,000 | 326 |
| Non-managed Assets ($) | $11,891,000 | 519 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,385,000 | 318 |
| 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 | $881,000 | 244 |
| Number of Managed Accounts | $814,000 | 219 |
| Number of Non-Managed Accounts | $67,000 | 226 |
| Total fiduciary and related assets | $401,908,000 | 327 |
| Managed Assets ($) | $388,827,000 | 293 |
| Non-managed Assets ($) | $13,081,000 | 319 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,559,000 | 317 |
| 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 | $921,000 | 251 |
| Number of Managed Accounts | $889,000 | 218 |
| Number of Non-Managed Accounts | $32,000 | 327 |
| Total fiduciary and related assets | $418,788,000 | 360 |
| Managed Assets ($) | $408,560,000 | 317 |
| Non-managed Assets ($) | $10,228,000 | 382 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,630,000 | 317 |
| 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 | $924,000 | 246 |
| Number of Managed Accounts | $889,000 | 215 |
| Number of Non-Managed Accounts | $35,000 | 282 |
| Total fiduciary and related assets | $410,035,000 | 332 |
| Managed Assets ($) | $400,323,000 | 298 |
| Non-managed Assets ($) | $9,712,000 | 333 |
| Memoranda | ||
| Gross Fiduciary activities income | $844,000 | 322 |
| 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 | $902,000 | 264 |
| Number of Managed Accounts | $866,000 | 233 |
| Number of Non-Managed Accounts | $36,000 | 457 |
| Total fiduciary and related assets | $399,325,000 | 373 |
| Managed Assets ($) | $389,273,000 | 332 |
| Non-managed Assets ($) | $10,052,000 | 553 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,488,000 | 317 |
| 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 | $923,000 | 245 |
| Number of Managed Accounts | $886,000 | 214 |
| Number of Non-Managed Accounts | $37,000 | 286 |
| Total fiduciary and related assets | $378,654,000 | 342 |
| Managed Assets ($) | $368,978,000 | 310 |
| Non-managed Assets ($) | $9,676,000 | 342 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,654,000 | 315 |
| 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 | $910,000 | 231 |
| Number of Managed Accounts | $864,000 | 205 |
| Number of Non-Managed Accounts | $46,000 | 273 |
| Total fiduciary and related assets | $395,289,000 | 324 |
| Managed Assets ($) | $385,084,000 | 290 |
| Non-managed Assets ($) | $10,205,000 | 360 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,816,000 | 279 |
| 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 | $906,000 | 224 |
| Number of Managed Accounts | $859,000 | 198 |
| Number of Non-Managed Accounts | $47,000 | 239 |
| Total fiduciary and related assets | $442,505,000 | 290 |
| Managed Assets ($) | $428,646,000 | 268 |
| Non-managed Assets ($) | $13,859,000 | 300 |
| Memoranda | ||
| Gross Fiduciary activities income | $957,000 | 275 |
| 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 | $911,000 | 238 |
| Number of Managed Accounts | $862,000 | 210 |
| Number of Non-Managed Accounts | $49,000 | 380 |
| Total fiduciary and related assets | $465,755,000 | 324 |
| Managed Assets ($) | $448,013,000 | 287 |
| Non-managed Assets ($) | $17,742,000 | 452 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,595,000 | 281 |
| 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 | $932,000 | 224 |
| Number of Managed Accounts | $881,000 | 200 |
| Number of Non-Managed Accounts | $51,000 | 235 |
| Total fiduciary and related assets | $439,733,000 | 292 |
| Managed Assets ($) | $421,818,000 | 268 |
| Non-managed Assets ($) | $17,915,000 | 287 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,662,000 | 279 |
| 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 | $911,000 | 238 |
| Number of Managed Accounts | $859,000 | 209 |
| Number of Non-Managed Accounts | $52,000 | 260 |
| Total fiduciary and related assets | $440,692,000 | 319 |
| Managed Assets ($) | $421,875,000 | 288 |
| Non-managed Assets ($) | $18,817,000 | 337 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,758,000 | 277 |
| 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 | $887,000 | 229 |
| Number of Managed Accounts | $836,000 | 208 |
| Number of Non-Managed Accounts | $51,000 | 237 |
| Total fiduciary and related assets | $428,860,000 | 292 |
| Managed Assets ($) | $407,757,000 | 269 |
| Non-managed Assets ($) | $21,103,000 | 280 |
| Memoranda | ||
| Gross Fiduciary activities income | $860,000 | 278 |
| 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 | $897,000 | 243 |
| Number of Managed Accounts | $838,000 | 213 |
| Number of Non-Managed Accounts | $59,000 | 347 |
| Total fiduciary and related assets | $410,480,000 | 325 |
| Managed Assets ($) | $389,656,000 | 292 |
| Non-managed Assets ($) | $20,824,000 | 436 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,127,000 | 278 |
| 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 | $964,000 | 222 |
| Number of Managed Accounts | $902,000 | 195 |
| Number of Non-Managed Accounts | $62,000 | 226 |
| Total fiduciary and related assets | $391,758,000 | 296 |
| Managed Assets ($) | $371,742,000 | 267 |
| Non-managed Assets ($) | $20,016,000 | 283 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,285,000 | 276 |
| 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 | $951,000 | 232 |
| Number of Managed Accounts | $889,000 | 203 |
| Number of Non-Managed Accounts | $62,000 | 241 |
| Total fiduciary and related assets | $374,138,000 | 326 |
| Managed Assets ($) | $354,983,000 | 290 |
| Non-managed Assets ($) | $19,155,000 | 328 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,496,000 | 280 |
| 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 | $942,000 | 221 |
| Number of Managed Accounts | $880,000 | 196 |
| Number of Non-Managed Accounts | $62,000 | 226 |
| Total fiduciary and related assets | $332,597,000 | 300 |
| Managed Assets ($) | $314,451,000 | 271 |
| Non-managed Assets ($) | $18,146,000 | 285 |
| Memoranda | ||
| Gross Fiduciary activities income | $764,000 | 280 |
| 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 | $933,000 | 238 |
| Number of Managed Accounts | $864,000 | 211 |
| Number of Non-Managed Accounts | $69,000 | 330 |
| Total fiduciary and related assets | $391,846,000 | 323 |
| Managed Assets ($) | $372,270,000 | 290 |
| Non-managed Assets ($) | $19,576,000 | 439 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,196,000 | 272 |
| 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 | $904,000 | 227 |
| Number of Managed Accounts | $839,000 | 205 |
| Number of Non-Managed Accounts | $65,000 | 223 |
| Total fiduciary and related assets | $370,902,000 | 303 |
| Managed Assets ($) | $352,509,000 | 274 |
| Non-managed Assets ($) | $18,393,000 | 287 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,387,000 | 272 |
| 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 | $901,000 | 232 |
| Number of Managed Accounts | $830,000 | 209 |
| Number of Non-Managed Accounts | $71,000 | 225 |
| Total fiduciary and related assets | $369,888,000 | 327 |
| Managed Assets ($) | $351,614,000 | 293 |
| Non-managed Assets ($) | $18,274,000 | 316 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,623,000 | 270 |
| 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 | $908,000 | 231 |
| Number of Managed Accounts | $838,000 | 210 |
| Number of Non-Managed Accounts | $70,000 | 228 |
| Total fiduciary and related assets | $368,255,000 | 329 |
| Managed Assets ($) | $348,957,000 | 293 |
| Non-managed Assets ($) | $19,298,000 | 320 |
| Memoranda | ||
| Gross Fiduciary activities income | $770,000 | 273 |
| 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 | $912,000 | 239 |
| Number of Managed Accounts | $841,000 | 209 |
| Number of Non-Managed Accounts | $71,000 | 323 |
| Total fiduciary and related assets | $350,386,000 | 326 |
| Managed Assets ($) | $331,112,000 | 290 |
| Non-managed Assets ($) | $19,274,000 | 449 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,194,000 | 272 |
| 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 | $939,000 | 227 |
| Number of Managed Accounts | $864,000 | 203 |
| Number of Non-Managed Accounts | $75,000 | 218 |
| Total fiduciary and related assets | $387,459,000 | 323 |
| Managed Assets ($) | $363,936,000 | 290 |
| Non-managed Assets ($) | $23,523,000 | 318 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,440,000 | 269 |
| 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 | $945,000 | 230 |
| Number of Managed Accounts | $871,000 | 202 |
| Number of Non-Managed Accounts | $74,000 | 225 |
| Total fiduciary and related assets | $380,752,000 | 324 |
| Managed Assets ($) | $357,610,000 | 291 |
| Non-managed Assets ($) | $23,142,000 | 317 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,630,000 | 271 |
| 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 | $936,000 | 232 |
| Number of Managed Accounts | $860,000 | 205 |
| Number of Non-Managed Accounts | $76,000 | 225 |
| Total fiduciary and related assets | $390,592,000 | 321 |
| Managed Assets ($) | $367,014,000 | 280 |
| Non-managed Assets ($) | $23,578,000 | 320 |
| Memoranda | ||
| Gross Fiduciary activities income | $830,000 | 266 |
| 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 | $919,000 | 248 |
| Number of Managed Accounts | $849,000 | 211 |
| Number of Non-Managed Accounts | $70,000 | 344 |
| Total fiduciary and related assets | $406,347,000 | 318 |
| Managed Assets ($) | $382,164,000 | 276 |
| Non-managed Assets ($) | $24,183,000 | 423 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,197,000 | 267 |
| 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 | $908,000 | 237 |
| Number of Managed Accounts | $836,000 | 206 |
| Number of Non-Managed Accounts | $72,000 | 229 |
| Total fiduciary and related assets | $399,542,000 | 317 |
| Managed Assets ($) | $375,417,000 | 273 |
| Non-managed Assets ($) | $24,125,000 | 316 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,378,000 | 267 |
| 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 | $929,000 | 227 |
| Number of Managed Accounts | $858,000 | 201 |
| Number of Non-Managed Accounts | $71,000 | 230 |
| Total fiduciary and related assets | $392,745,000 | 315 |
| Managed Assets ($) | $369,303,000 | 274 |
| Non-managed Assets ($) | $23,442,000 | 313 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,556,000 | 267 |
| 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 | $893,000 | 235 |
| Number of Managed Accounts | $828,000 | 206 |
| Number of Non-Managed Accounts | $65,000 | 237 |
| Total fiduciary and related assets | $395,513,000 | 315 |
| Managed Assets ($) | $371,811,000 | 271 |
| Non-managed Assets ($) | $23,702,000 | 316 |
| Memoranda | ||
| Gross Fiduciary activities income | $798,000 | 265 |
| 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 | $896,000 | 236 |
| Number of Managed Accounts | $830,000 | 205 |
| Number of Non-Managed Accounts | $66,000 | 367 |
| Total fiduciary and related assets | $384,902,000 | 311 |
| Managed Assets ($) | $361,565,000 | 275 |
| Non-managed Assets ($) | $23,337,000 | 430 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,051,000 | 262 |
| 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 | $904,000 | 226 |
| Number of Managed Accounts | $839,000 | 201 |
| Number of Non-Managed Accounts | $65,000 | 243 |
| Total fiduciary and related assets | $382,869,000 | 312 |
| Managed Assets ($) | $359,361,000 | 273 |
| Non-managed Assets ($) | $23,508,000 | 321 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,264,000 | 265 |
| 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 | $886,000 | 229 |
| Number of Managed Accounts | $821,000 | 202 |
| Number of Non-Managed Accounts | $65,000 | 243 |
| Total fiduciary and related assets | $374,850,000 | 315 |
| Managed Assets ($) | $351,245,000 | 277 |
| Non-managed Assets ($) | $23,605,000 | 322 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,503,000 | 267 |
| 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 | $889,000 | 228 |
| Number of Managed Accounts | $823,000 | 203 |
| Number of Non-Managed Accounts | $66,000 | 240 |
| Total fiduciary and related assets | $377,980,000 | 308 |
| Managed Assets ($) | $355,019,000 | 269 |
| Non-managed Assets ($) | $22,961,000 | 321 |
| Memoranda | ||
| Gross Fiduciary activities income | $762,000 | 264 |
| 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 | $889,000 | 239 |
| Number of Managed Accounts | $823,000 | 204 |
| Number of Non-Managed Accounts | $66,000 | 372 |
| Total fiduciary and related assets | $355,577,000 | 322 |
| Managed Assets ($) | $331,129,000 | 286 |
| Non-managed Assets ($) | $24,448,000 | 428 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,902,000 | 273 |
| 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 | $890,000 | 231 |
| Number of Managed Accounts | $823,000 | 199 |
| Number of Non-Managed Accounts | $67,000 | 236 |
| Total fiduciary and related assets | $348,267,000 | 324 |
| Managed Assets ($) | $324,178,000 | 287 |
| Non-managed Assets ($) | $24,089,000 | 321 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,180,000 | 273 |
| 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 | $897,000 | 229 |
| Number of Managed Accounts | $828,000 | 200 |
| Number of Non-Managed Accounts | $69,000 | 238 |
| Total fiduciary and related assets | $358,065,000 | 329 |
| Managed Assets ($) | $332,920,000 | 289 |
| Non-managed Assets ($) | $25,145,000 | 323 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,449,000 | 279 |
| 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 | $893,000 | 229 |
| Number of Managed Accounts | $828,000 | 194 |
| Number of Non-Managed Accounts | $65,000 | 247 |
| Total fiduciary and related assets | $359,278,000 | 330 |
| Managed Assets ($) | $334,939,000 | 290 |
| Non-managed Assets ($) | $24,339,000 | 325 |
| Memoranda | ||
| Gross Fiduciary activities income | $729,000 | 284 |
| 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 | $763,000 | 270 |
| Number of Managed Accounts | $699,000 | 228 |
| Number of Non-Managed Accounts | $64,000 | 399 |
| Total fiduciary and related assets | $361,052,000 | 330 |
| Managed Assets ($) | $335,149,000 | 290 |
| Non-managed Assets ($) | $25,903,000 | 436 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,006,000 | 274 |
| 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 | $880,000 | 234 |
| Number of Managed Accounts | $815,000 | 195 |
| Number of Non-Managed Accounts | $65,000 | 249 |
| Total fiduciary and related assets | $377,616,000 | 315 |
| Managed Assets ($) | $351,267,000 | 279 |
| Non-managed Assets ($) | $26,349,000 | 316 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,254,000 | 275 |
| 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 | $871,000 | 232 |
| Number of Managed Accounts | $805,000 | 198 |
| Number of Non-Managed Accounts | $66,000 | 245 |
| Total fiduciary and related assets | $377,253,000 | 316 |
| Managed Assets ($) | $351,079,000 | 280 |
| Non-managed Assets ($) | $26,174,000 | 315 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,495,000 | 273 |
| 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 | $855,000 | 237 |
| Number of Managed Accounts | $791,000 | 198 |
| Number of Non-Managed Accounts | $64,000 | 244 |
| Total fiduciary and related assets | $368,653,000 | 318 |
| Managed Assets ($) | $344,373,000 | 282 |
| Non-managed Assets ($) | $24,280,000 | 322 |
| Memoranda | ||
| Gross Fiduciary activities income | $729,000 | 276 |
| 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 | $843,000 | 249 |
| Number of Managed Accounts | $780,000 | 203 |
| Number of Non-Managed Accounts | $63,000 | 405 |
| Total fiduciary and related assets | $357,119,000 | 325 |
| Managed Assets ($) | $332,527,000 | 285 |
| Non-managed Assets ($) | $24,592,000 | 444 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,866,000 | 269 |
| 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 | $854,000 | 229 |
| Number of Managed Accounts | $792,000 | 191 |
| Number of Non-Managed Accounts | $62,000 | 246 |
| Total fiduciary and related assets | $347,514,000 | 322 |
| Managed Assets ($) | $323,904,000 | 280 |
| Non-managed Assets ($) | $23,610,000 | 313 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,145,000 | 266 |
| 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 | $854,000 | 229 |
| Number of Managed Accounts | $790,000 | 189 |
| Number of Non-Managed Accounts | $64,000 | 242 |
| Total fiduciary and related assets | $344,891,000 | 316 |
| Managed Assets ($) | $321,742,000 | 272 |
| Non-managed Assets ($) | $23,149,000 | 315 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,430,000 | 268 |
| 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 | $855,000 | 232 |
| Number of Managed Accounts | $791,000 | 189 |
| Number of Non-Managed Accounts | $64,000 | 246 |
| Total fiduciary and related assets | $349,724,000 | 308 |
| Managed Assets ($) | $325,982,000 | 271 |
| Non-managed Assets ($) | $23,742,000 | 318 |
| Memoranda | ||
| Gross Fiduciary activities income | $720,000 | 262 |
| 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 | $853,000 | 247 |
| Number of Managed Accounts | $787,000 | 193 |
| Number of Non-Managed Accounts | $66,000 | 412 |
| Total fiduciary and related assets | $338,300,000 | 310 |
| Managed Assets ($) | $315,135,000 | 270 |
| Non-managed Assets ($) | $23,165,000 | 463 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,689,000 | 261 |
| 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 | $842,000 | 231 |
| Number of Managed Accounts | $776,000 | 191 |
| Number of Non-Managed Accounts | $66,000 | 239 |
| Total fiduciary and related assets | $340,578,000 | 302 |
| Managed Assets ($) | $317,229,000 | 264 |
| Non-managed Assets ($) | $23,349,000 | 305 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,004,000 | 257 |
| 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 | $830,000 | 231 |
| Number of Managed Accounts | $768,000 | 187 |
| Number of Non-Managed Accounts | $62,000 | 245 |
| Total fiduciary and related assets | $329,865,000 | 303 |
| Managed Assets ($) | $306,337,000 | 259 |
| Non-managed Assets ($) | $23,528,000 | 302 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,318,000 | 261 |
| 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 | $834,000 | 231 |
| Number of Managed Accounts | $769,000 | 189 |
| Number of Non-Managed Accounts | $65,000 | 235 |
| Total fiduciary and related assets | $335,805,000 | 302 |
| Managed Assets ($) | $310,764,000 | 259 |
| Non-managed Assets ($) | $25,041,000 | 299 |
| Memoranda | ||
| Gross Fiduciary activities income | $661,000 | 257 |
| 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 | $837,000 | 246 |
| Number of Managed Accounts | $772,000 | 194 |
| Number of Non-Managed Accounts | $65,000 | 426 |
| Total fiduciary and related assets | $319,691,000 | 306 |
| Managed Assets ($) | $294,450,000 | 265 |
| Non-managed Assets ($) | $25,241,000 | 442 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,653,000 | 219 |
| 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 | $842,000 | 226 |
| Number of Managed Accounts | $785,000 | 180 |
| Number of Non-Managed Accounts | $57,000 | 257 |
| Total fiduciary and related assets | $313,907,000 | 300 |
| Managed Assets ($) | $287,752,000 | 260 |
| Non-managed Assets ($) | $26,155,000 | 304 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,006,000 | 219 |
| 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 | $818,000 | 231 |
| Number of Managed Accounts | $761,000 | 186 |
| Number of Non-Managed Accounts | $57,000 | 261 |
| Total fiduciary and related assets | $329,499,000 | 298 |
| Managed Assets ($) | $301,822,000 | 261 |
| Non-managed Assets ($) | $27,677,000 | 306 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,359,000 | 217 |
| 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 | $880,000 | 223 |
| Number of Managed Accounts | $822,000 | 170 |
| Number of Non-Managed Accounts | $58,000 | 260 |
| Total fiduciary and related assets | $335,941,000 | 294 |
| Managed Assets ($) | $307,855,000 | 260 |
| Non-managed Assets ($) | $28,086,000 | 303 |
| Memoranda | ||
| Gross Fiduciary activities income | $675,000 | 221 |
| 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 | $862,000 | 248 |
| Number of Managed Accounts | $804,000 | 181 |
| Number of Non-Managed Accounts | $58,000 | 475 |
| Total fiduciary and related assets | $333,088,000 | 296 |
| Managed Assets ($) | $305,985,000 | 259 |
| Non-managed Assets ($) | $27,103,000 | 439 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,601,000 | 218 |
| 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 | $874,000 | 224 |
| Number of Managed Accounts | $816,000 | 171 |
| Number of Non-Managed Accounts | $58,000 | 257 |
| Total fiduciary and related assets | $334,283,000 | 285 |
| Managed Assets ($) | $308,516,000 | 246 |
| Non-managed Assets ($) | $25,767,000 | 304 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,918,000 | 217 |
| 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 | $887,000 | 223 |
| Number of Managed Accounts | $828,000 | 171 |
| Number of Non-Managed Accounts | $59,000 | 255 |
| Total fiduciary and related assets | $322,978,000 | 282 |
| Managed Assets ($) | $296,556,000 | 243 |
| Non-managed Assets ($) | $26,422,000 | 300 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,280,000 | 216 |
| 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 | $892,000 | 221 |
| Number of Managed Accounts | $836,000 | 169 |
| Number of Non-Managed Accounts | $56,000 | 263 |
| Total fiduciary and related assets | $336,054,000 | 287 |
| Managed Assets ($) | $308,527,000 | 246 |
| Non-managed Assets ($) | $27,527,000 | 298 |
| Memoranda | ||
| Gross Fiduciary activities income | $645,000 | 217 |
| 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 | $907,000 | 236 |
| Number of Managed Accounts | $851,000 | 174 |
| Number of Non-Managed Accounts | $56,000 | 500 |
| Total fiduciary and related assets | $335,035,000 | 287 |
| Managed Assets ($) | $306,469,000 | 250 |
| Non-managed Assets ($) | $28,566,000 | 428 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,547,000 | 214 |
| 2009-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,013,000 | 208 |
| Number of Managed Accounts | $941,000 | 158 |
| Number of Non-Managed Accounts | $72,000 | 232 |
| Total fiduciary and related assets | $331,265,000 | 288 |
| Managed Assets ($) | $301,473,000 | 248 |
| Non-managed Assets ($) | $29,792,000 | 278 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,898,000 | 212 |
| 2009-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,028,000 | 208 |
| Number of Managed Accounts | $948,000 | 162 |
| Number of Non-Managed Accounts | $80,000 | 233 |
| Total fiduciary and related assets | $313,191,000 | 286 |
| Managed Assets ($) | $274,984,000 | 253 |
| Non-managed Assets ($) | $38,207,000 | 267 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,236,000 | 217 |
| 2009-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,045,000 | 202 |
| Number of Managed Accounts | $978,000 | 159 |
| Number of Non-Managed Accounts | $67,000 | 238 |
| Total fiduciary and related assets | $295,040,000 | 293 |
| Managed Assets ($) | $255,613,000 | 261 |
| Non-managed Assets ($) | $39,427,000 | 262 |
| Memoranda | ||
| Gross Fiduciary activities income | $608,000 | 227 |
| 2008-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,107,000 | 211 |
| Number of Managed Accounts | $968,000 | 164 |
| Number of Non-Managed Accounts | $139,000 | 283 |
| Total fiduciary and related assets | $332,186,000 | 285 |
| Managed Assets ($) | $277,076,000 | 253 |
| Non-managed Assets ($) | $55,110,000 | 299 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,939,000 | 213 |
| 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 | $1,126,000 | 195 |
| Number of Managed Accounts | $994,000 | 158 |
| Number of Non-Managed Accounts | $132,000 | 204 |
| Total fiduciary and related assets | $370,387,000 | 282 |
| Managed Assets ($) | $312,392,000 | 246 |
| Non-managed Assets ($) | $57,995,000 | 260 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,300,000 | 210 |
| 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 | $1,123,000 | 195 |
| Number of Managed Accounts | $989,000 | 160 |
| Number of Non-Managed Accounts | $134,000 | 203 |
| Total fiduciary and related assets | $417,780,000 | 279 |
| Managed Assets ($) | $348,539,000 | 240 |
| Non-managed Assets ($) | $69,241,000 | 249 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,561,000 | 212 |
| 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 | $1,139,000 | 192 |
| Number of Managed Accounts | $996,000 | 160 |
| Number of Non-Managed Accounts | $143,000 | 198 |
| Total fiduciary and related assets | $434,662,000 | 281 |
| Managed Assets ($) | $353,883,000 | 242 |
| Non-managed Assets ($) | $80,779,000 | 241 |
| Memoranda | ||
| Gross Fiduciary activities income | $796,000 | 214 |
| 2007-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,128,000 | 202 |
| Number of Managed Accounts | $985,000 | 160 |
| Number of Non-Managed Accounts | $143,000 | 294 |
| Total fiduciary and related assets | $444,638,000 | 285 |
| Managed Assets ($) | $355,436,000 | 247 |
| Non-managed Assets ($) | $89,202,000 | 263 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,302,000 | 205 |
| 2007-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,019,000 | 200 |
| Number of Managed Accounts | $975,000 | 157 |
| Number of Non-Managed Accounts | $44,000 | 280 |
| Total fiduciary and related assets | $465,130,000 | 279 |
| Managed Assets ($) | $381,064,000 | 234 |
| Non-managed Assets ($) | $84,066,000 | 236 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,529,000 | 202 |
| 2007-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,022,000 | 200 |
| Number of Managed Accounts | $876,000 | 173 |
| Number of Non-Managed Accounts | $146,000 | 200 |
| Total fiduciary and related assets | $468,767,000 | 278 |
| Managed Assets ($) | $380,910,000 | 240 |
| Non-managed Assets ($) | $87,857,000 | 241 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,689,000 | 202 |
| 2007-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,033,000 | 196 |
| Number of Managed Accounts | $884,000 | 169 |
| Number of Non-Managed Accounts | $149,000 | 199 |
| Total fiduciary and related assets | $462,048,000 | 275 |
| Managed Assets ($) | $367,659,000 | 238 |
| Non-managed Assets ($) | $94,389,000 | 236 |
| Memoranda | ||
| Gross Fiduciary activities income | $839,000 | 203 |
| 2006-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,140,000 | 199 |
| Number of Managed Accounts | $1,055,000 | 150 |
| Number of Non-Managed Accounts | $85,000 | 406 |
| Total fiduciary and related assets | $471,854,000 | 269 |
| Managed Assets ($) | $377,224,000 | 231 |
| Non-managed Assets ($) | $94,630,000 | 256 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,274,000 | 194 |
| 2006-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,362,000 | 161 |
| Number of Managed Accounts | $1,189,000 | 138 |
| Number of Non-Managed Accounts | $173,000 | 193 |
| Total fiduciary and related assets | $472,217,000 | 266 |
| Managed Assets ($) | $374,123,000 | 237 |
| Non-managed Assets ($) | $98,094,000 | 240 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,450,000 | 203 |
| 2006-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,251,000 | 173 |
| Number of Managed Accounts | $1,168,000 | 145 |
| Number of Non-Managed Accounts | $83,000 | 253 |
| Total fiduciary and related assets | $397,789,000 | 294 |
| Managed Assets ($) | $375,985,000 | 238 |
| Non-managed Assets ($) | $21,804,000 | 326 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,661,000 | 207 |
| 2006-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,274,000 | 170 |
| Number of Managed Accounts | $1,193,000 | 144 |
| Number of Non-Managed Accounts | $81,000 | 262 |
| Total fiduciary and related assets | $427,061,000 | 288 |
| Managed Assets ($) | $404,056,000 | 228 |
| Non-managed Assets ($) | $23,005,000 | 327 |
| Memoranda | ||
| Gross Fiduciary activities income | $914,000 | 196 |
| 2005-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,297,000 | 176 |
| Number of Managed Accounts | $1,217,000 | 139 |
| Number of Non-Managed Accounts | $80,000 | 442 |
| Total fiduciary and related assets | $443,189,000 | 277 |
| Managed Assets ($) | $418,297,000 | 221 |
| Non-managed Assets ($) | $24,892,000 | 469 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,617,000 | 223 |
| 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 | $0 | 444 |
| Number of Managed Accounts | $0 | 422 |
| Number of Non-Managed Accounts | $0 | 414 |
| Total fiduciary and related assets | $0 | 443 |
| Managed Assets ($) | $0 | 423 |
| Non-managed Assets ($) | $0 | 412 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,720,000 | 242 |
| 2005-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,367,000 | 154 |
| Number of Managed Accounts | $1,284,000 | 123 |
| Number of Non-Managed Accounts | $83,000 | 260 |
| Total fiduciary and related assets | $448,546,000 | 262 |
| Managed Assets ($) | $426,181,000 | 215 |
| Non-managed Assets ($) | $22,365,000 | 328 |
| Memoranda | ||
| Gross Fiduciary activities income | $819,000 | 305 |
| 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 | $0 | 465 |
| Number of Managed Accounts | $0 | 438 |
| Number of Non-Managed Accounts | $0 | 433 |
| Total fiduciary and related assets | $0 | 463 |
| Managed Assets ($) | $0 | 438 |
| Non-managed Assets ($) | $0 | 431 |
| Memoranda | ||
| Gross Fiduciary activities income | $230,000 | 406 |
| 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 | $409,000 | 438 |
| Number of Managed Accounts | $409,000 | 329 |
| Number of Non-Managed Accounts | $0 | 1,368 |
| Total fiduciary and related assets | $121,110,000 | 525 |
| Managed Assets ($) | $121,110,000 | 428 |
| Non-managed Assets ($) | $0 | 1,358 |
| Memoranda | ||
| Gross Fiduciary activities income | $779,000 | 429 |
| 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 | $0 | 453 |
| Number of Managed Accounts | $0 | 424 |
| Number of Non-Managed Accounts | $0 | 423 |
| Total fiduciary and related assets | $0 | 451 |
| Managed Assets ($) | $0 | 424 |
| Non-managed Assets ($) | $0 | 421 |
| Memoranda | ||
| Gross Fiduciary activities income | $586,000 | 432 |
| 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 | $0 | 462 |
| Number of Managed Accounts | $0 | 429 |
| Number of Non-Managed Accounts | $0 | 432 |
| Total fiduciary and related assets | $0 | 459 |
| Managed Assets ($) | $0 | 429 |
| Non-managed Assets ($) | $0 | 429 |
| Memoranda | ||
| Gross Fiduciary activities income | $384,000 | 435 |
| 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 | $0 | 473 |
| Number of Managed Accounts | $0 | 438 |
| Number of Non-Managed Accounts | $0 | 438 |
| Total fiduciary and related assets | $0 | 471 |
| Managed Assets ($) | $0 | 438 |
| Non-managed Assets ($) | $0 | 436 |
| Memoranda | ||
| Gross Fiduciary activities income | $195,000 | 435 |
| 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 | $414,000 | 449 |
| Number of Managed Accounts | $414,000 | 334 |
| Number of Non-Managed Accounts | $0 | 1,417 |
| Total fiduciary and related assets | $103,505,000 | 556 |
| Managed Assets ($) | $103,505,000 | 458 |
| Non-managed Assets ($) | $0 | 1,404 |
| Memoranda | ||
| Gross Fiduciary activities income | $689,000 | 464 |
| 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 | $0 | 473 |
| Number of Managed Accounts | $0 | 442 |
| Number of Non-Managed Accounts | $0 | 446 |
| Total fiduciary and related assets | $0 | 472 |
| Managed Assets ($) | $0 | 442 |
| Non-managed Assets ($) | $0 | 445 |
| Memoranda | ||
| Gross Fiduciary activities income | $507,000 | 473 |
| 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 | $0 | 474 |
| Number of Managed Accounts | $0 | 446 |
| Number of Non-Managed Accounts | $0 | 448 |
| Total fiduciary and related assets | $0 | 473 |
| Managed Assets ($) | $0 | 446 |
| Non-managed Assets ($) | $0 | 447 |
| Memoranda | ||
| Gross Fiduciary activities income | $334,000 | 481 |
| 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 | $0 | 491 |
| Number of Managed Accounts | $0 | 461 |
| Number of Non-Managed Accounts | $0 | 460 |
| Total fiduciary and related assets | $0 | 490 |
| Managed Assets ($) | $0 | 461 |
| Non-managed Assets ($) | $0 | 458 |
| Memoranda | ||
| Gross Fiduciary activities income | $169,000 | 485 |
| 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 | $424,000 | 461 |
| Number of Managed Accounts | $424,000 | 346 |
| Number of Non-Managed Accounts | $0 | 1,465 |
| Total fiduciary and related assets | $93,966,000 | 595 |
| Managed Assets ($) | $93,966,000 | 493 |
| Non-managed Assets ($) | $0 | 1,452 |
| Memoranda | ||
| Gross Fiduciary activities income | $739,000 | 460 |
| 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 | $451,000 | 413 |
| Number of Managed Accounts | $451,000 | 315 |
| Number of Non-Managed Accounts | $0 | 1,385 |
| Total fiduciary and related assets | $122,657,000 | 489 |
| Managed Assets ($) | $122,657,000 | 415 |
| Non-managed Assets ($) | $0 | 1,377 |
| Memoranda | ||
| Gross Fiduciary activities income | $892,000 | 442 |
| 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 | $342,000 | 693 |
| 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 | $62,000 | 1,068 |
| 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 | $12,000 | 1,272 |
| 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 | $0 | 1,450 |
| 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 | $0 | 1,526 |
| 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 | $0 | 1,590 |
| 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 | $0 | 1,599 |
| 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 | $0 | 1,630 |
| 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 | $0 | 1,658 |