Home > The Washington Trust Company, of Westerly > Fiduciary and Related Services
The Washington Trust Company, of Westerly, 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 | $3,856,000 | 85 |
| Number of Managed Accounts | $3,711,000 | 67 |
| Number of Non-Managed Accounts | $145,000 | 209 |
| Total fiduciary and related assets | $4,367,223,000 | 116 |
| Managed Assets ($) | $4,140,606,000 | 88 |
| Non-managed Assets ($) | $226,617,000 | 202 |
| Memoranda | ||
| Gross Fiduciary activities income | $26,551,000 | 96 |
| 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 | $3,859,000 | 84 |
| Number of Managed Accounts | $3,715,000 | 68 |
| Number of Non-Managed Accounts | $144,000 | 160 |
| Total fiduciary and related assets | $4,019,868,000 | 124 |
| Managed Assets ($) | $3,802,086,000 | 93 |
| Non-managed Assets ($) | $217,782,000 | 190 |
| Memoranda | ||
| Gross Fiduciary activities income | $19,864,000 | 98 |
| 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 | $3,858,000 | 84 |
| Number of Managed Accounts | $3,714,000 | 67 |
| Number of Non-Managed Accounts | $144,000 | 175 |
| Total fiduciary and related assets | $4,146,673,000 | 118 |
| Managed Assets ($) | $3,931,151,000 | 88 |
| Non-managed Assets ($) | $215,522,000 | 200 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,202,000 | 95 |
| 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 | $3,858,000 | 89 |
| Number of Managed Accounts | $3,714,000 | 70 |
| Number of Non-Managed Accounts | $144,000 | 166 |
| Total fiduciary and related assets | $4,023,182,000 | 126 |
| Managed Assets ($) | $3,811,267,000 | 95 |
| Non-managed Assets ($) | $211,915,000 | 197 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,424,000 | 100 |
| 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 | $3,873,000 | 91 |
| Number of Managed Accounts | $3,727,000 | 71 |
| Number of Non-Managed Accounts | $146,000 | 211 |
| Total fiduciary and related assets | $3,876,896,000 | 132 |
| Managed Assets ($) | $3,664,924,000 | 94 |
| Non-managed Assets ($) | $211,972,000 | 208 |
| Memoranda | ||
| Gross Fiduciary activities income | $25,954,000 | 102 |
| 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 | $3,878,000 | 88 |
| Number of Managed Accounts | $3,731,000 | 71 |
| Number of Non-Managed Accounts | $147,000 | 168 |
| Total fiduciary and related assets | $3,704,886,000 | 130 |
| Managed Assets ($) | $3,499,362,000 | 96 |
| Non-managed Assets ($) | $205,524,000 | 200 |
| Memoranda | ||
| Gross Fiduciary activities income | $19,732,000 | 103 |
| 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 | $3,866,000 | 76 |
| Number of Managed Accounts | $3,717,000 | 65 |
| Number of Non-Managed Accounts | $149,000 | 156 |
| Total fiduciary and related assets | $3,878,636,000 | 104 |
| Managed Assets ($) | $3,647,744,000 | 78 |
| Non-managed Assets ($) | $230,892,000 | 170 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,464,000 | 84 |
| 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 | $3,833,000 | 77 |
| Number of Managed Accounts | $3,684,000 | 65 |
| Number of Non-Managed Accounts | $149,000 | 153 |
| Total fiduciary and related assets | $4,333,168,000 | 100 |
| Managed Assets ($) | $4,091,427,000 | 75 |
| Non-managed Assets ($) | $241,741,000 | 168 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,868,000 | 83 |
| 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 | $3,808,000 | 75 |
| Number of Managed Accounts | $3,659,000 | 62 |
| Number of Non-Managed Accounts | $149,000 | 188 |
| Total fiduciary and related assets | $4,428,424,000 | 102 |
| Managed Assets ($) | $4,177,039,000 | 73 |
| Non-managed Assets ($) | $251,385,000 | 179 |
| Memoranda | ||
| Gross Fiduciary activities income | $33,084,000 | 75 |
| 2021-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $4,555,000 | 61 |
| Number of Managed Accounts | $4,406,000 | 50 |
| Number of Non-Managed Accounts | $149,000 | 150 |
| Total fiduciary and related assets | $5,655,096,000 | 88 |
| Managed Assets ($) | $5,400,384,000 | 57 |
| Non-managed Assets ($) | $254,712,000 | 168 |
| Memoranda | ||
| Gross Fiduciary activities income | $24,646,000 | 74 |
| 2021-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $4,516,000 | 62 |
| Number of Managed Accounts | $4,370,000 | 52 |
| Number of Non-Managed Accounts | $146,000 | 155 |
| Total fiduciary and related assets | $5,655,298,000 | 89 |
| Managed Assets ($) | $5,407,178,000 | 57 |
| Non-managed Assets ($) | $248,120,000 | 174 |
| Memoranda | ||
| Gross Fiduciary activities income | $16,334,000 | 73 |
| 2021-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $4,471,000 | 64 |
| Number of Managed Accounts | $4,325,000 | 51 |
| Number of Non-Managed Accounts | $146,000 | 152 |
| Total fiduciary and related assets | $5,331,647,000 | 87 |
| Managed Assets ($) | $5,101,096,000 | 59 |
| Non-managed Assets ($) | $230,551,000 | 175 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,944,000 | 74 |
| 2020-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $4,431,000 | 66 |
| Number of Managed Accounts | $4,285,000 | 52 |
| Number of Non-Managed Accounts | $146,000 | 197 |
| Total fiduciary and related assets | $5,214,125,000 | 89 |
| Managed Assets ($) | $4,986,966,000 | 61 |
| Non-managed Assets ($) | $227,159,000 | 180 |
| Memoranda | ||
| Gross Fiduciary activities income | $28,281,000 | 75 |
| 2020-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $4,356,000 | 68 |
| Number of Managed Accounts | $4,214,000 | 55 |
| Number of Non-Managed Accounts | $142,000 | 157 |
| Total fiduciary and related assets | $4,793,687,000 | 88 |
| Managed Assets ($) | $4,574,875,000 | 60 |
| Non-managed Assets ($) | $218,812,000 | 172 |
| Memoranda | ||
| Gross Fiduciary activities income | $20,890,000 | 74 |
| 2020-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $4,426,000 | 63 |
| Number of Managed Accounts | $4,280,000 | 53 |
| Number of Non-Managed Accounts | $146,000 | 166 |
| Total fiduciary and related assets | $4,580,372,000 | 87 |
| Managed Assets ($) | $4,370,444,000 | 60 |
| Non-managed Assets ($) | $209,928,000 | 179 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,725,000 | 74 |
| 2020-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $4,460,000 | 61 |
| Number of Managed Accounts | $4,314,000 | 52 |
| Number of Non-Managed Accounts | $146,000 | 162 |
| Total fiduciary and related assets | $3,931,092,000 | 92 |
| Managed Assets ($) | $3,727,408,000 | 66 |
| Non-managed Assets ($) | $203,684,000 | 169 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,887,000 | 76 |
| 2019-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $4,412,000 | 61 |
| Number of Managed Accounts | $4,265,000 | 50 |
| Number of Non-Managed Accounts | $147,000 | 210 |
| Total fiduciary and related assets | $4,527,395,000 | 92 |
| Managed Assets ($) | $4,322,059,000 | 62 |
| Non-managed Assets ($) | $205,336,000 | 182 |
| Memoranda | ||
| Gross Fiduciary activities income | $23,055,000 | 84 |
| 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 | $3,714,000 | 72 |
| Number of Managed Accounts | $3,567,000 | 60 |
| Number of Non-Managed Accounts | $147,000 | 162 |
| Total fiduciary and related assets | $3,230,828,000 | 108 |
| Managed Assets ($) | $3,033,682,000 | 84 |
| Non-managed Assets ($) | $197,146,000 | 175 |
| Memoranda | ||
| Gross Fiduciary activities income | $16,176,000 | 88 |
| 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 | $3,683,000 | 75 |
| Number of Managed Accounts | $3,540,000 | 61 |
| Number of Non-Managed Accounts | $143,000 | 167 |
| Total fiduciary and related assets | $3,168,153,000 | 109 |
| Managed Assets ($) | $2,973,599,000 | 86 |
| Non-managed Assets ($) | $194,554,000 | 177 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,724,000 | 88 |
| 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 | $3,642,000 | 75 |
| Number of Managed Accounts | $3,496,000 | 61 |
| Number of Non-Managed Accounts | $146,000 | 169 |
| Total fiduciary and related assets | $3,056,684,000 | 108 |
| Managed Assets ($) | $2,863,269,000 | 86 |
| Non-managed Assets ($) | $193,415,000 | 176 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,190,000 | 88 |
| 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 | $3,687,000 | 75 |
| Number of Managed Accounts | $3,540,000 | 60 |
| Number of Non-Managed Accounts | $147,000 | 210 |
| Total fiduciary and related assets | $2,847,438,000 | 107 |
| Managed Assets ($) | $2,657,088,000 | 84 |
| Non-managed Assets ($) | $190,350,000 | 177 |
| Memoranda | ||
| Gross Fiduciary activities income | $21,508,000 | 86 |
| 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 | $3,722,000 | 72 |
| Number of Managed Accounts | $3,578,000 | 58 |
| Number of Non-Managed Accounts | $144,000 | 165 |
| Total fiduciary and related assets | $3,093,641,000 | 106 |
| Managed Assets ($) | $2,902,245,000 | 81 |
| Non-managed Assets ($) | $191,396,000 | 181 |
| Memoranda | ||
| Gross Fiduciary activities income | $16,458,000 | 84 |
| 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 | $3,763,000 | 72 |
| Number of Managed Accounts | $3,615,000 | 59 |
| Number of Non-Managed Accounts | $148,000 | 168 |
| Total fiduciary and related assets | $3,015,999,000 | 108 |
| Managed Assets ($) | $2,822,050,000 | 82 |
| Non-managed Assets ($) | $193,949,000 | 186 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,068,000 | 84 |
| 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 | $3,608,000 | 72 |
| Number of Managed Accounts | $3,468,000 | 58 |
| Number of Non-Managed Accounts | $140,000 | 176 |
| Total fiduciary and related assets | $2,977,778,000 | 110 |
| Managed Assets ($) | $2,796,271,000 | 84 |
| Non-managed Assets ($) | $181,507,000 | 190 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,653,000 | 83 |
| 2017-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,588,000 | 73 |
| Number of Managed Accounts | $3,449,000 | 57 |
| Number of Non-Managed Accounts | $139,000 | 223 |
| Total fiduciary and related assets | $3,070,451,000 | 107 |
| Managed Assets ($) | $2,889,418,000 | 79 |
| Non-managed Assets ($) | $181,033,000 | 190 |
| Memoranda | ||
| Gross Fiduciary activities income | $21,035,000 | 84 |
| 2017-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,585,000 | 71 |
| Number of Managed Accounts | $3,443,000 | 58 |
| Number of Non-Managed Accounts | $142,000 | 170 |
| Total fiduciary and related assets | $3,015,027,000 | 107 |
| Managed Assets ($) | $2,768,499,000 | 79 |
| Non-managed Assets ($) | $246,528,000 | 173 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,596,000 | 83 |
| 2017-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,582,000 | 69 |
| Number of Managed Accounts | $3,439,000 | 56 |
| Number of Non-Managed Accounts | $143,000 | 171 |
| Total fiduciary and related assets | $2,909,526,000 | 105 |
| Managed Assets ($) | $2,726,408,000 | 78 |
| Non-managed Assets ($) | $183,118,000 | 191 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,369,000 | 84 |
| 2017-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,553,000 | 69 |
| Number of Managed Accounts | $3,412,000 | 56 |
| Number of Non-Managed Accounts | $141,000 | 169 |
| Total fiduciary and related assets | $2,821,057,000 | 105 |
| Managed Assets ($) | $2,646,420,000 | 79 |
| Non-managed Assets ($) | $174,637,000 | 189 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,007,000 | 86 |
| 2016-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,576,000 | 71 |
| Number of Managed Accounts | $3,436,000 | 55 |
| Number of Non-Managed Accounts | $140,000 | 230 |
| Total fiduciary and related assets | $2,782,052,000 | 106 |
| Managed Assets ($) | $2,612,209,000 | 78 |
| Non-managed Assets ($) | $169,843,000 | 193 |
| Memoranda | ||
| Gross Fiduciary activities income | $20,342,000 | 82 |
| 2016-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,612,000 | 68 |
| Number of Managed Accounts | $3,472,000 | 54 |
| Number of Non-Managed Accounts | $140,000 | 174 |
| Total fiduciary and related assets | $2,751,424,000 | 107 |
| Managed Assets ($) | $2,577,399,000 | 78 |
| Non-managed Assets ($) | $174,025,000 | 187 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,388,000 | 80 |
| 2016-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,620,000 | 69 |
| Number of Managed Accounts | $3,480,000 | 55 |
| Number of Non-Managed Accounts | $140,000 | 178 |
| Total fiduciary and related assets | $2,719,659,000 | 107 |
| Managed Assets ($) | $2,551,521,000 | 78 |
| Non-managed Assets ($) | $168,138,000 | 190 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,173,000 | 81 |
| 2016-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,653,000 | 70 |
| Number of Managed Accounts | $3,521,000 | 56 |
| Number of Non-Managed Accounts | $132,000 | 182 |
| Total fiduciary and related assets | $2,649,748,000 | 108 |
| Managed Assets ($) | $2,573,018,000 | 76 |
| Non-managed Assets ($) | $76,730,000 | 244 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,001,000 | 82 |
| 2015-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,551,000 | 72 |
| Number of Managed Accounts | $3,519,000 | 53 |
| Number of Non-Managed Accounts | $32,000 | 534 |
| Total fiduciary and related assets | $2,645,893,000 | 107 |
| Managed Assets ($) | $2,564,324,000 | 73 |
| Non-managed Assets ($) | $81,569,000 | 252 |
| Memoranda | ||
| Gross Fiduciary activities income | $20,340,000 | 80 |
| 2015-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,544,000 | 70 |
| Number of Managed Accounts | $3,518,000 | 52 |
| Number of Non-Managed Accounts | $26,000 | 314 |
| Total fiduciary and related assets | $2,592,353,000 | 107 |
| Managed Assets ($) | $2,515,374,000 | 76 |
| Non-managed Assets ($) | $76,979,000 | 242 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,414,000 | 79 |
| 2015-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,535,000 | 72 |
| Number of Managed Accounts | $3,510,000 | 53 |
| Number of Non-Managed Accounts | $25,000 | 319 |
| Total fiduciary and related assets | $2,766,366,000 | 106 |
| Managed Assets ($) | $2,689,904,000 | 72 |
| Non-managed Assets ($) | $76,462,000 | 250 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,478,000 | 80 |
| 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 | $3,540,000 | 73 |
| Number of Managed Accounts | $3,515,000 | 53 |
| Number of Non-Managed Accounts | $25,000 | 322 |
| Total fiduciary and related assets | $2,785,128,000 | 105 |
| Managed Assets ($) | $2,708,842,000 | 72 |
| Non-managed Assets ($) | $76,286,000 | 250 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,078,000 | 80 |
| 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 | $3,493,000 | 76 |
| Number of Managed Accounts | $3,469,000 | 51 |
| Number of Non-Managed Accounts | $24,000 | 631 |
| Total fiduciary and related assets | $2,707,660,000 | 105 |
| Managed Assets ($) | $2,641,139,000 | 71 |
| Non-managed Assets ($) | $66,521,000 | 284 |
| Memoranda | ||
| Gross Fiduciary activities income | $19,951,000 | 79 |
| 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 | $3,521,000 | 72 |
| Number of Managed Accounts | $3,449,000 | 50 |
| Number of Non-Managed Accounts | $72,000 | 234 |
| Total fiduciary and related assets | $2,664,323,000 | 103 |
| Managed Assets ($) | $2,548,903,000 | 72 |
| Non-managed Assets ($) | $115,420,000 | 212 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,925,000 | 79 |
| 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 | $3,514,000 | 71 |
| Number of Managed Accounts | $3,441,000 | 49 |
| Number of Non-Managed Accounts | $73,000 | 233 |
| Total fiduciary and related assets | $2,694,736,000 | 102 |
| Managed Assets ($) | $2,629,865,000 | 71 |
| Non-managed Assets ($) | $64,871,000 | 262 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,931,000 | 79 |
| 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 | $3,476,000 | 73 |
| Number of Managed Accounts | $3,420,000 | 51 |
| Number of Non-Managed Accounts | $56,000 | 262 |
| Total fiduciary and related assets | $2,610,316,000 | 103 |
| Managed Assets ($) | $2,557,035,000 | 73 |
| Non-managed Assets ($) | $53,281,000 | 275 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,795,000 | 81 |
| 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 | $3,402,000 | 77 |
| Number of Managed Accounts | $3,346,000 | 51 |
| Number of Non-Managed Accounts | $56,000 | 441 |
| Total fiduciary and related assets | $2,632,280,000 | 104 |
| Managed Assets ($) | $2,578,587,000 | 73 |
| Non-managed Assets ($) | $53,693,000 | 312 |
| Memoranda | ||
| Gross Fiduciary activities income | $18,820,000 | 78 |
| 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 | $3,423,000 | 75 |
| Number of Managed Accounts | $3,365,000 | 51 |
| Number of Non-Managed Accounts | $58,000 | 256 |
| Total fiduciary and related assets | $2,542,736,000 | 102 |
| Managed Assets ($) | $2,487,628,000 | 74 |
| Non-managed Assets ($) | $55,108,000 | 266 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,974,000 | 78 |
| 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 | $3,396,000 | 75 |
| Number of Managed Accounts | $3,338,000 | 50 |
| Number of Non-Managed Accounts | $58,000 | 257 |
| Total fiduciary and related assets | $2,468,317,000 | 102 |
| Managed Assets ($) | $2,417,926,000 | 73 |
| Non-managed Assets ($) | $50,391,000 | 273 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,323,000 | 77 |
| 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 | $3,348,000 | 75 |
| Number of Managed Accounts | $3,300,000 | 50 |
| Number of Non-Managed Accounts | $48,000 | 276 |
| Total fiduciary and related assets | $2,549,654,000 | 101 |
| Managed Assets ($) | $2,501,477,000 | 73 |
| Non-managed Assets ($) | $48,177,000 | 284 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,521,000 | 78 |
| 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 | $3,269,000 | 78 |
| Number of Managed Accounts | $3,221,000 | 49 |
| Number of Non-Managed Accounts | $48,000 | 489 |
| Total fiduciary and related assets | $2,426,004,000 | 99 |
| Managed Assets ($) | $2,378,536,000 | 74 |
| Non-managed Assets ($) | $47,468,000 | 346 |
| Memoranda | ||
| Gross Fiduciary activities income | $17,830,000 | 77 |
| 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 | $3,734,000 | 64 |
| Number of Managed Accounts | $3,683,000 | 44 |
| Number of Non-Managed Accounts | $51,000 | 261 |
| Total fiduciary and related assets | $2,483,897,000 | 99 |
| Managed Assets ($) | $2,435,249,000 | 72 |
| Non-managed Assets ($) | $48,648,000 | 271 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,407,000 | 77 |
| 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 | $3,711,000 | 66 |
| Number of Managed Accounts | $3,664,000 | 44 |
| Number of Non-Managed Accounts | $47,000 | 269 |
| Total fiduciary and related assets | $2,379,276,000 | 102 |
| Managed Assets ($) | $2,338,741,000 | 70 |
| Non-managed Assets ($) | $40,535,000 | 279 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,969,000 | 76 |
| 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 | $3,691,000 | 66 |
| Number of Managed Accounts | $3,660,000 | 45 |
| Number of Non-Managed Accounts | $31,000 | 288 |
| Total fiduciary and related assets | $2,457,000,000 | 97 |
| Managed Assets ($) | $2,432,985,000 | 69 |
| Non-managed Assets ($) | $24,015,000 | 300 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,393,000 | 77 |
| 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 | $3,669,000 | 69 |
| Number of Managed Accounts | $3,622,000 | 44 |
| Number of Non-Managed Accounts | $47,000 | 502 |
| Total fiduciary and related assets | $2,309,810,000 | 97 |
| Managed Assets ($) | $2,280,821,000 | 69 |
| Non-managed Assets ($) | $28,989,000 | 417 |
| Memoranda | ||
| Gross Fiduciary activities income | $17,260,000 | 63 |
| 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 | $3,688,000 | 70 |
| Number of Managed Accounts | $3,652,000 | 47 |
| Number of Non-Managed Accounts | $36,000 | 292 |
| Total fiduciary and related assets | $2,207,199,000 | 97 |
| Managed Assets ($) | $2,177,399,000 | 71 |
| Non-managed Assets ($) | $29,800,000 | 296 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,025,000 | 64 |
| 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 | $3,705,000 | 71 |
| Number of Managed Accounts | $3,668,000 | 46 |
| Number of Non-Managed Accounts | $37,000 | 291 |
| Total fiduciary and related assets | $2,451,808,000 | 95 |
| Managed Assets ($) | $2,419,043,000 | 69 |
| Non-managed Assets ($) | $32,765,000 | 292 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,857,000 | 65 |
| 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 | $3,671,000 | 72 |
| Number of Managed Accounts | $3,636,000 | 44 |
| Number of Non-Managed Accounts | $35,000 | 293 |
| Total fiduciary and related assets | $2,411,063,000 | 95 |
| Managed Assets ($) | $2,379,460,000 | 70 |
| Non-managed Assets ($) | $31,603,000 | 292 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,294,000 | 65 |
| 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 | $3,646,000 | 74 |
| Number of Managed Accounts | $3,613,000 | 44 |
| Number of Non-Managed Accounts | $33,000 | 619 |
| Total fiduciary and related assets | $2,309,210,000 | 96 |
| Managed Assets ($) | $2,279,245,000 | 71 |
| Non-managed Assets ($) | $29,965,000 | 418 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,693,000 | 68 |
| 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 | $3,597,000 | 72 |
| Number of Managed Accounts | $3,566,000 | 44 |
| Number of Non-Managed Accounts | $31,000 | 293 |
| Total fiduciary and related assets | $2,175,125,000 | 99 |
| Managed Assets ($) | $2,148,357,000 | 71 |
| Non-managed Assets ($) | $26,768,000 | 301 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,567,000 | 68 |
| 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 | $3,573,000 | 73 |
| Number of Managed Accounts | $3,543,000 | 43 |
| Number of Non-Managed Accounts | $30,000 | 302 |
| Total fiduciary and related assets | $2,038,905,000 | 99 |
| Managed Assets ($) | $2,013,962,000 | 74 |
| Non-managed Assets ($) | $24,943,000 | 303 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,724,000 | 68 |
| 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 | $3,526,000 | 74 |
| Number of Managed Accounts | $3,505,000 | 44 |
| Number of Non-Managed Accounts | $21,000 | 325 |
| Total fiduciary and related assets | $2,164,025,000 | 101 |
| Managed Assets ($) | $2,138,467,000 | 73 |
| Non-managed Assets ($) | $25,558,000 | 302 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,706,000 | 69 |
| 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 | $3,463,000 | 81 |
| Number of Managed Accounts | $3,434,000 | 50 |
| Number of Non-Managed Accounts | $29,000 | 685 |
| Total fiduciary and related assets | $2,081,613,000 | 103 |
| Managed Assets ($) | $2,056,673,000 | 75 |
| Non-managed Assets ($) | $24,940,000 | 454 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,735,000 | 73 |
| 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 | $3,430,000 | 78 |
| Number of Managed Accounts | $3,394,000 | 49 |
| Number of Non-Managed Accounts | $36,000 | 279 |
| Total fiduciary and related assets | $1,940,570,000 | 108 |
| Managed Assets ($) | $1,921,142,000 | 80 |
| Non-managed Assets ($) | $19,428,000 | 293 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,154,000 | 73 |
| 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 | $3,386,000 | 84 |
| Number of Managed Accounts | $3,350,000 | 54 |
| Number of Non-Managed Accounts | $36,000 | 286 |
| Total fiduciary and related assets | $1,784,609,000 | 109 |
| Managed Assets ($) | $1,766,689,000 | 81 |
| Non-managed Assets ($) | $17,920,000 | 298 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,651,000 | 75 |
| 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 | $3,358,000 | 79 |
| Number of Managed Accounts | $3,323,000 | 54 |
| Number of Non-Managed Accounts | $35,000 | 286 |
| Total fiduciary and related assets | $1,612,850,000 | 110 |
| Managed Assets ($) | $1,597,930,000 | 82 |
| Non-managed Assets ($) | $14,920,000 | 309 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,123,000 | 79 |
| 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 | $3,381,000 | 85 |
| Number of Managed Accounts | $3,343,000 | 56 |
| Number of Non-Managed Accounts | $38,000 | 600 |
| Total fiduciary and related assets | $1,731,357,000 | 112 |
| Managed Assets ($) | $1,717,435,000 | 84 |
| Non-managed Assets ($) | $13,922,000 | 543 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,794,000 | 78 |
| 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 | $3,422,000 | 81 |
| Number of Managed Accounts | $3,366,000 | 56 |
| Number of Non-Managed Accounts | $56,000 | 271 |
| Total fiduciary and related assets | $1,962,267,000 | 109 |
| Managed Assets ($) | $1,940,732,000 | 82 |
| Non-managed Assets ($) | $21,535,000 | 318 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,518,000 | 78 |
| 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 | $3,436,000 | 82 |
| Number of Managed Accounts | $3,384,000 | 56 |
| Number of Non-Managed Accounts | $52,000 | 278 |
| Total fiduciary and related assets | $2,106,217,000 | 112 |
| Managed Assets ($) | $2,081,803,000 | 83 |
| Non-managed Assets ($) | $24,414,000 | 319 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,825,000 | 79 |
| 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 | $3,398,000 | 84 |
| Number of Managed Accounts | $3,341,000 | 58 |
| Number of Non-Managed Accounts | $57,000 | 275 |
| Total fiduciary and related assets | $2,073,411,000 | 117 |
| Managed Assets ($) | $2,047,519,000 | 86 |
| Non-managed Assets ($) | $25,892,000 | 319 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,776,000 | 82 |
| 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 | $3,367,000 | 85 |
| Number of Managed Accounts | $3,321,000 | 57 |
| Number of Non-Managed Accounts | $46,000 | 572 |
| Total fiduciary and related assets | $2,114,447,000 | 116 |
| Managed Assets ($) | $2,091,438,000 | 83 |
| Non-managed Assets ($) | $23,009,000 | 477 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,163,000 | 79 |
| 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 | $3,360,000 | 78 |
| Number of Managed Accounts | $3,304,000 | 53 |
| Number of Non-Managed Accounts | $56,000 | 264 |
| Total fiduciary and related assets | $2,120,072,000 | 117 |
| Managed Assets ($) | $2,094,528,000 | 84 |
| Non-managed Assets ($) | $25,544,000 | 310 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,285,000 | 77 |
| 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 | $3,310,000 | 81 |
| Number of Managed Accounts | $3,256,000 | 54 |
| Number of Non-Managed Accounts | $54,000 | 275 |
| Total fiduciary and related assets | $2,026,472,000 | 125 |
| Managed Assets ($) | $2,000,518,000 | 88 |
| Non-managed Assets ($) | $25,954,000 | 319 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,651,000 | 79 |
| 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 | $3,285,000 | 79 |
| Number of Managed Accounts | $3,222,000 | 51 |
| Number of Non-Managed Accounts | $63,000 | 266 |
| Total fiduciary and related assets | $1,978,672,000 | 126 |
| Managed Assets ($) | $1,951,443,000 | 87 |
| Non-managed Assets ($) | $27,229,000 | 319 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,692,000 | 81 |
| 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 | $3,247,000 | 83 |
| Number of Managed Accounts | $3,195,000 | 51 |
| Number of Non-Managed Accounts | $52,000 | 541 |
| Total fiduciary and related assets | $1,922,527,000 | 123 |
| Managed Assets ($) | $1,890,047,000 | 82 |
| Non-managed Assets ($) | $32,480,000 | 432 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,163,000 | 81 |
| 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 | $3,269,000 | 86 |
| Number of Managed Accounts | $3,228,000 | 56 |
| Number of Non-Managed Accounts | $41,000 | 293 |
| Total fiduciary and related assets | $1,883,505,000 | 126 |
| Managed Assets ($) | $1,855,837,000 | 88 |
| Non-managed Assets ($) | $27,668,000 | 310 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,490,000 | 89 |
| 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 | $3,280,000 | 89 |
| Number of Managed Accounts | $3,247,000 | 61 |
| Number of Non-Managed Accounts | $33,000 | 317 |
| Total fiduciary and related assets | $1,829,758,000 | 131 |
| Managed Assets ($) | $1,803,610,000 | 94 |
| Non-managed Assets ($) | $26,148,000 | 320 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,019,000 | 91 |
| 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 | $3,293,000 | 90 |
| Number of Managed Accounts | $3,261,000 | 62 |
| Number of Non-Managed Accounts | $32,000 | 320 |
| Total fiduciary and related assets | $1,848,152,000 | 128 |
| Managed Assets ($) | $1,821,872,000 | 92 |
| Non-managed Assets ($) | $26,280,000 | 322 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,419,000 | 91 |
| 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 | $3,278,000 | 94 |
| Number of Managed Accounts | $3,241,000 | 65 |
| Number of Non-Managed Accounts | $37,000 | 653 |
| Total fiduciary and related assets | $1,754,510,000 | 134 |
| Managed Assets ($) | $1,729,737,000 | 94 |
| Non-managed Assets ($) | $24,773,000 | 470 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,465,000 | 88 |
| 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 | $3,273,000 | 91 |
| Number of Managed Accounts | $3,240,000 | 65 |
| Number of Non-Managed Accounts | $33,000 | 316 |
| Total fiduciary and related assets | $1,726,633,000 | 134 |
| Managed Assets ($) | $1,708,073,000 | 93 |
| Non-managed Assets ($) | $18,560,000 | 331 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,105,000 | 88 |
| 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 | $3,273,000 | 89 |
| Number of Managed Accounts | $3,234,000 | 63 |
| Number of Non-Managed Accounts | $39,000 | 314 |
| Total fiduciary and related assets | $1,696,214,000 | 130 |
| Managed Assets ($) | $1,662,761,000 | 93 |
| Non-managed Assets ($) | $33,453,000 | 307 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,698,000 | 88 |
| 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 | $3,268,000 | 93 |
| Number of Managed Accounts | $3,227,000 | 65 |
| Number of Non-Managed Accounts | $41,000 | 315 |
| Total fiduciary and related assets | $1,670,906,000 | 137 |
| Managed Assets ($) | $1,654,204,000 | 97 |
| Non-managed Assets ($) | $16,702,000 | 345 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,212,000 | 93 |
| 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 | $3,272,000 | 97 |
| Number of Managed Accounts | $3,213,000 | 65 |
| Number of Non-Managed Accounts | $59,000 | 540 |
| Total fiduciary and related assets | $1,706,056,000 | 136 |
| Managed Assets ($) | $1,665,541,000 | 97 |
| Non-managed Assets ($) | $40,515,000 | 379 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,048,000 | 91 |
| 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 | $3,300,000 | 90 |
| Number of Managed Accounts | $3,222,000 | 63 |
| Number of Non-Managed Accounts | $78,000 | 268 |
| Total fiduciary and related assets | $1,645,878,000 | 138 |
| Managed Assets ($) | $1,608,681,000 | 97 |
| Non-managed Assets ($) | $37,197,000 | 295 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,592,000 | 92 |
| 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 | $3,234,000 | 90 |
| Number of Managed Accounts | $3,159,000 | 64 |
| Number of Non-Managed Accounts | $75,000 | 283 |
| Total fiduciary and related assets | $1,599,507,000 | 140 |
| Managed Assets ($) | $1,569,323,000 | 97 |
| Non-managed Assets ($) | $30,184,000 | 317 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,375,000 | 97 |
| 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 | $3,321,000 | 88 |
| Number of Managed Accounts | $3,209,000 | 64 |
| Number of Non-Managed Accounts | $112,000 | 251 |
| Total fiduciary and related assets | $1,717,953,000 | 139 |
| Managed Assets ($) | $1,644,078,000 | 98 |
| Non-managed Assets ($) | $73,875,000 | 263 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,055,000 | 98 |
| 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 | $3,293,000 | 94 |
| Number of Managed Accounts | $3,162,000 | 69 |
| Number of Non-Managed Accounts | $131,000 | 360 |
| Total fiduciary and related assets | $1,686,310,000 | 144 |
| Managed Assets ($) | $1,611,843,000 | 102 |
| Non-managed Assets ($) | $74,467,000 | 298 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,769,000 | 104 |
| 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 | $3,240,000 | 95 |
| Number of Managed Accounts | $3,097,000 | 65 |
| Number of Non-Managed Accounts | $143,000 | 238 |
| Total fiduciary and related assets | $1,593,212,000 | 149 |
| Managed Assets ($) | $1,524,764,000 | 105 |
| Non-managed Assets ($) | $68,448,000 | 274 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,969,000 | 109 |
| 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 | $3,218,000 | 97 |
| Number of Managed Accounts | $3,060,000 | 66 |
| Number of Non-Managed Accounts | $158,000 | 241 |
| Total fiduciary and related assets | $1,539,722,000 | 156 |
| Managed Assets ($) | $1,468,486,000 | 106 |
| Non-managed Assets ($) | $71,236,000 | 278 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,277,000 | 112 |
| 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 | $3,190,000 | 102 |
| Number of Managed Accounts | $3,038,000 | 68 |
| Number of Non-Managed Accounts | $152,000 | 246 |
| Total fiduciary and related assets | $1,439,776,000 | 156 |
| Managed Assets ($) | $1,374,422,000 | 111 |
| Non-managed Assets ($) | $65,354,000 | 284 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,533,000 | 114 |
| 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 | $3,181,000 | 104 |
| Number of Managed Accounts | $3,046,000 | 71 |
| Number of Non-Managed Accounts | $135,000 | 364 |
| Total fiduciary and related assets | $1,481,545,000 | 157 |
| Managed Assets ($) | $1,406,964,000 | 111 |
| Non-managed Assets ($) | $74,581,000 | 300 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,171,000 | 114 |
| 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 | $3,222,000 | 92 |
| Number of Managed Accounts | $3,085,000 | 67 |
| Number of Non-Managed Accounts | $137,000 | 350 |
| Total fiduciary and related assets | $1,514,428,000 | 139 |
| Managed Assets ($) | $1,462,020,000 | 105 |
| Non-managed Assets ($) | $52,408,000 | 334 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,408,000 | 117 |
| 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 | $10,544,000 | 114 |
| 1999-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $5,896,000 | 178 |
| 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 | $5,188,000 | 190 |
| 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 | $4,451,000 | 207 |
| 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 | $3,733,000 | 254 |
| 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 | $3,255,000 | 289 |
| 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 | $3,284,000 | 284 |
| 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 | $2,952,000 | 309 |
| 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 | $2,678,000 | 327 |