Home > TrustCo Bank > Fiduciary and Related Services
TrustCo Bank, Fiduciary and Related Services
| 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 | $1,178,000 | 228 |
| Number of Managed Accounts | $1,096,000 | 196 |
| Number of Non-Managed Accounts | $82,000 | 290 |
| Total fiduciary and related assets | $978,700,000 | 265 |
| Managed Assets ($) | $730,211,000 | 266 |
| Non-managed Assets ($) | $248,489,000 | 215 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,249,000 | 246 |
| 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 | $1,177,000 | 217 |
| Number of Managed Accounts | $1,097,000 | 189 |
| Number of Non-Managed Accounts | $80,000 | 216 |
| Total fiduciary and related assets | $993,461,000 | 260 |
| Managed Assets ($) | $742,078,000 | 258 |
| Non-managed Assets ($) | $251,383,000 | 195 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,470,000 | 246 |
| 2024-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 2 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,180,000 | 222 |
| Number of Managed Accounts | $1,099,000 | 190 |
| Number of Non-Managed Accounts | $81,000 | 244 |
| Total fiduciary and related assets | $949,118,000 | 262 |
| Managed Assets ($) | $711,107,000 | 264 |
| Non-managed Assets ($) | $238,011,000 | 206 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,424,000 | 252 |
| 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 | $1,183,000 | 220 |
| Number of Managed Accounts | $1,108,000 | 190 |
| Number of Non-Managed Accounts | $75,000 | 219 |
| Total fiduciary and related assets | $846,867,000 | 273 |
| Managed Assets ($) | $709,404,000 | 259 |
| Non-managed Assets ($) | $137,463,000 | 229 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,816,000 | 228 |
| 2023-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 4 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,179,000 | 219 |
| Number of Managed Accounts | $1,104,000 | 189 |
| Number of Non-Managed Accounts | $75,000 | 301 |
| Total fiduciary and related assets | $810,725,000 | 276 |
| Managed Assets ($) | $679,903,000 | 258 |
| Non-managed Assets ($) | $130,822,000 | 255 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,425,000 | 234 |
| 2023-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 5 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,189,000 | 205 |
| Number of Managed Accounts | $1,114,000 | 178 |
| Number of Non-Managed Accounts | $75,000 | 216 |
| Total fiduciary and related assets | $761,678,000 | 267 |
| Managed Assets ($) | $642,050,000 | 250 |
| Non-managed Assets ($) | $119,628,000 | 224 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,814,000 | 236 |
| 2023-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 3 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,203,000 | 205 |
| Number of Managed Accounts | $1,126,000 | 176 |
| Number of Non-Managed Accounts | $77,000 | 237 |
| Total fiduciary and related assets | $796,796,000 | 268 |
| Managed Assets ($) | $670,669,000 | 252 |
| Non-managed Assets ($) | $126,127,000 | 240 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,186,000 | 229 |
| 2023-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,212,000 | 206 |
| Number of Managed Accounts | $1,144,000 | 177 |
| Number of Non-Managed Accounts | $68,000 | 233 |
| Total fiduciary and related assets | $770,903,000 | 268 |
| Managed Assets ($) | $655,150,000 | 254 |
| Non-managed Assets ($) | $115,753,000 | 232 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,774,000 | 223 |
| 2022-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,197,000 | 218 |
| Number of Managed Accounts | $1,133,000 | 188 |
| Number of Non-Managed Accounts | $64,000 | 341 |
| Total fiduciary and related assets | $756,721,000 | 282 |
| Managed Assets ($) | $641,927,000 | 262 |
| Non-managed Assets ($) | $114,794,000 | 258 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,037,000 | 229 |
| 2022-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,180,000 | 219 |
| Number of Managed Accounts | $1,122,000 | 185 |
| Number of Non-Managed Accounts | $58,000 | 250 |
| Total fiduciary and related assets | $722,182,000 | 272 |
| Managed Assets ($) | $615,662,000 | 258 |
| Non-managed Assets ($) | $106,520,000 | 236 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,265,000 | 233 |
| 2022-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,192,000 | 196 |
| Number of Managed Accounts | $1,136,000 | 169 |
| Number of Non-Managed Accounts | $56,000 | 252 |
| Total fiduciary and related assets | $764,223,000 | 239 |
| Managed Assets ($) | $651,238,000 | 227 |
| Non-managed Assets ($) | $112,985,000 | 225 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,829,000 | 187 |
| 2022-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,186,000 | 197 |
| Number of Managed Accounts | $1,131,000 | 168 |
| Number of Non-Managed Accounts | $55,000 | 227 |
| Total fiduciary and related assets | $865,774,000 | 228 |
| Managed Assets ($) | $737,269,000 | 220 |
| Non-managed Assets ($) | $128,505,000 | 202 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,833,000 | 202 |
| 2021-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,172,000 | 202 |
| Number of Managed Accounts | $1,120,000 | 171 |
| Number of Non-Managed Accounts | $52,000 | 366 |
| Total fiduciary and related assets | $924,771,000 | 231 |
| Managed Assets ($) | $789,525,000 | 213 |
| Non-managed Assets ($) | $135,246,000 | 230 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,358,000 | 194 |
| 2021-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,164,000 | 199 |
| Number of Managed Accounts | $1,105,000 | 170 |
| Number of Non-Managed Accounts | $59,000 | 225 |
| Total fiduciary and related assets | $882,847,000 | 229 |
| Managed Assets ($) | $757,192,000 | 213 |
| Non-managed Assets ($) | $125,655,000 | 212 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,592,000 | 193 |
| 2021-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,160,000 | 201 |
| Number of Managed Accounts | $1,103,000 | 172 |
| Number of Non-Managed Accounts | $57,000 | 254 |
| Total fiduciary and related assets | $898,762,000 | 229 |
| Managed Assets ($) | $771,685,000 | 211 |
| Non-managed Assets ($) | $127,077,000 | 233 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,034,000 | 179 |
| 2021-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,161,000 | 196 |
| Number of Managed Accounts | $1,099,000 | 170 |
| Number of Non-Managed Accounts | $62,000 | 225 |
| Total fiduciary and related assets | $874,557,000 | 226 |
| Managed Assets ($) | $754,829,000 | 205 |
| Non-managed Assets ($) | $119,728,000 | 209 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,034,000 | 175 |
| 2020-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,141,000 | 204 |
| Number of Managed Accounts | $1,080,000 | 174 |
| Number of Non-Managed Accounts | $61,000 | 339 |
| Total fiduciary and related assets | $849,669,000 | 230 |
| Managed Assets ($) | $735,626,000 | 213 |
| Non-managed Assets ($) | $114,043,000 | 238 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,279,000 | 199 |
| 2020-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,136,000 | 197 |
| Number of Managed Accounts | $1,073,000 | 169 |
| Number of Non-Managed Accounts | $63,000 | 223 |
| Total fiduciary and related assets | $768,122,000 | 228 |
| Managed Assets ($) | $655,105,000 | 214 |
| Non-managed Assets ($) | $113,017,000 | 205 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,752,000 | 191 |
| 2020-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,136,000 | 202 |
| Number of Managed Accounts | $1,075,000 | 176 |
| Number of Non-Managed Accounts | $61,000 | 243 |
| Total fiduciary and related assets | $736,703,000 | 234 |
| Managed Assets ($) | $628,129,000 | 223 |
| Non-managed Assets ($) | $108,574,000 | 228 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,968,000 | 200 |
| 2020-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,139,000 | 194 |
| Number of Managed Accounts | $1,075,000 | 170 |
| Number of Non-Managed Accounts | $64,000 | 223 |
| Total fiduciary and related assets | $659,454,000 | 232 |
| Managed Assets ($) | $563,483,000 | 217 |
| Non-managed Assets ($) | $95,971,000 | 215 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,600,000 | 191 |
| 2019-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,127,000 | 208 |
| Number of Managed Accounts | $1,063,000 | 177 |
| Number of Non-Managed Accounts | $64,000 | 343 |
| Total fiduciary and related assets | $763,886,000 | 232 |
| Managed Assets ($) | $648,862,000 | 222 |
| Non-managed Assets ($) | $115,024,000 | 234 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,387,000 | 187 |
| 2019-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,131,000 | 195 |
| Number of Managed Accounts | $1,071,000 | 168 |
| Number of Non-Managed Accounts | $60,000 | 227 |
| Total fiduciary and related assets | $735,272,000 | 229 |
| Managed Assets ($) | $633,135,000 | 219 |
| Non-managed Assets ($) | $102,137,000 | 218 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,932,000 | 183 |
| 2019-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,126,000 | 198 |
| Number of Managed Accounts | $1,073,000 | 169 |
| Number of Non-Managed Accounts | $53,000 | 258 |
| Total fiduciary and related assets | $729,488,000 | 230 |
| Managed Assets ($) | $635,611,000 | 214 |
| Non-managed Assets ($) | $93,877,000 | 242 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,416,000 | 176 |
| 2019-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,128,000 | 196 |
| Number of Managed Accounts | $1,076,000 | 170 |
| Number of Non-Managed Accounts | $52,000 | 266 |
| Total fiduciary and related assets | $715,376,000 | 229 |
| Managed Assets ($) | $627,484,000 | 213 |
| Non-managed Assets ($) | $87,892,000 | 248 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,733,000 | 174 |
| 2018-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,118,000 | 202 |
| Number of Managed Accounts | $1,065,000 | 173 |
| Number of Non-Managed Accounts | $53,000 | 395 |
| Total fiduciary and related assets | $660,187,000 | 235 |
| Managed Assets ($) | $580,282,000 | 216 |
| Non-managed Assets ($) | $79,905,000 | 263 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,247,000 | 191 |
| 2018-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,144,000 | 191 |
| Number of Managed Accounts | $1,088,000 | 166 |
| Number of Non-Managed Accounts | $56,000 | 253 |
| Total fiduciary and related assets | $725,271,000 | 231 |
| Managed Assets ($) | $635,226,000 | 213 |
| Non-managed Assets ($) | $90,045,000 | 251 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,890,000 | 185 |
| 2018-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,151,000 | 190 |
| Number of Managed Accounts | $1,095,000 | 165 |
| Number of Non-Managed Accounts | $56,000 | 259 |
| Total fiduciary and related assets | $724,457,000 | 234 |
| Managed Assets ($) | $634,630,000 | 211 |
| Non-managed Assets ($) | $89,827,000 | 251 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,376,000 | 179 |
| 2018-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,148,000 | 193 |
| Number of Managed Accounts | $1,089,000 | 165 |
| Number of Non-Managed Accounts | $59,000 | 249 |
| Total fiduciary and related assets | $719,908,000 | 231 |
| Managed Assets ($) | $630,986,000 | 207 |
| Non-managed Assets ($) | $88,922,000 | 249 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,779,000 | 176 |
| 2017-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,148,000 | 201 |
| Number of Managed Accounts | $1,086,000 | 166 |
| Number of Non-Managed Accounts | $62,000 | 360 |
| Total fiduciary and related assets | $729,271,000 | 230 |
| Managed Assets ($) | $641,562,000 | 205 |
| Non-managed Assets ($) | $87,709,000 | 256 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,584,000 | 177 |
| 2017-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,161,000 | 194 |
| Number of Managed Accounts | $1,093,000 | 164 |
| Number of Non-Managed Accounts | $68,000 | 232 |
| Total fiduciary and related assets | $715,582,000 | 230 |
| Managed Assets ($) | $624,302,000 | 206 |
| Non-managed Assets ($) | $91,280,000 | 239 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,127,000 | 174 |
| 2017-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,147,000 | 193 |
| Number of Managed Accounts | $1,078,000 | 163 |
| Number of Non-Managed Accounts | $69,000 | 234 |
| Total fiduciary and related assets | $700,510,000 | 231 |
| Managed Assets ($) | $613,935,000 | 204 |
| Non-managed Assets ($) | $86,575,000 | 240 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,283,000 | 175 |
| 2017-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,139,000 | 193 |
| Number of Managed Accounts | $1,070,000 | 165 |
| Number of Non-Managed Accounts | $69,000 | 231 |
| Total fiduciary and related assets | $691,038,000 | 229 |
| Managed Assets ($) | $607,018,000 | 205 |
| Non-managed Assets ($) | $84,020,000 | 238 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,857,000 | 161 |
| 2016-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,136,000 | 196 |
| Number of Managed Accounts | $1,066,000 | 165 |
| Number of Non-Managed Accounts | $70,000 | 349 |
| Total fiduciary and related assets | $673,026,000 | 230 |
| Managed Assets ($) | $596,255,000 | 205 |
| Non-managed Assets ($) | $76,771,000 | 267 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,885,000 | 178 |
| 2016-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,133,000 | 192 |
| Number of Managed Accounts | $1,061,000 | 164 |
| Number of Non-Managed Accounts | $72,000 | 231 |
| Total fiduciary and related assets | $682,156,000 | 227 |
| Managed Assets ($) | $603,353,000 | 200 |
| Non-managed Assets ($) | $78,803,000 | 242 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,462,000 | 177 |
| 2016-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,147,000 | 193 |
| Number of Managed Accounts | $1,075,000 | 162 |
| Number of Non-Managed Accounts | $72,000 | 229 |
| Total fiduciary and related assets | $677,701,000 | 229 |
| Managed Assets ($) | $599,935,000 | 205 |
| Non-managed Assets ($) | $77,766,000 | 245 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,115,000 | 173 |
| 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 | $1,155,000 | 190 |
| Number of Managed Accounts | $1,083,000 | 159 |
| Number of Non-Managed Accounts | $72,000 | 231 |
| Total fiduciary and related assets | $675,115,000 | 225 |
| Managed Assets ($) | $598,375,000 | 203 |
| Non-managed Assets ($) | $76,740,000 | 243 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,603,000 | 171 |
| 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 | $1,140,000 | 200 |
| Number of Managed Accounts | $1,065,000 | 160 |
| Number of Non-Managed Accounts | $75,000 | 333 |
| Total fiduciary and related assets | $672,374,000 | 228 |
| Managed Assets ($) | $596,249,000 | 201 |
| Non-managed Assets ($) | $76,125,000 | 258 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,930,000 | 180 |
| 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 | $1,160,000 | 186 |
| Number of Managed Accounts | $1,085,000 | 157 |
| Number of Non-Managed Accounts | $75,000 | 225 |
| Total fiduciary and related assets | $657,327,000 | 225 |
| Managed Assets ($) | $584,061,000 | 195 |
| Non-managed Assets ($) | $73,266,000 | 247 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,442,000 | 181 |
| 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 | $1,175,000 | 186 |
| Number of Managed Accounts | $1,097,000 | 156 |
| Number of Non-Managed Accounts | $78,000 | 216 |
| Total fiduciary and related assets | $687,737,000 | 233 |
| Managed Assets ($) | $610,861,000 | 200 |
| Non-managed Assets ($) | $76,876,000 | 248 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,091,000 | 177 |
| 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 | $1,175,000 | 185 |
| Number of Managed Accounts | $1,100,000 | 155 |
| Number of Non-Managed Accounts | $75,000 | 228 |
| Total fiduciary and related assets | $688,644,000 | 230 |
| Managed Assets ($) | $613,848,000 | 197 |
| Non-managed Assets ($) | $74,796,000 | 255 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,625,000 | 171 |
| 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 | $1,171,000 | 192 |
| Number of Managed Accounts | $1,095,000 | 156 |
| Number of Non-Managed Accounts | $76,000 | 350 |
| Total fiduciary and related assets | $690,547,000 | 228 |
| Managed Assets ($) | $615,779,000 | 193 |
| Non-managed Assets ($) | $74,768,000 | 273 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,743,000 | 181 |
| 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 | $1,171,000 | 184 |
| Number of Managed Accounts | $1,095,000 | 155 |
| Number of Non-Managed Accounts | $76,000 | 226 |
| Total fiduciary and related assets | $726,895,000 | 221 |
| Managed Assets ($) | $591,693,000 | 196 |
| Non-managed Assets ($) | $135,202,000 | 196 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,335,000 | 180 |
| 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 | $1,156,000 | 183 |
| Number of Managed Accounts | $1,082,000 | 157 |
| Number of Non-Managed Accounts | $74,000 | 231 |
| Total fiduciary and related assets | $722,651,000 | 219 |
| Managed Assets ($) | $594,830,000 | 194 |
| Non-managed Assets ($) | $127,821,000 | 202 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,900,000 | 175 |
| 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 | $1,145,000 | 189 |
| Number of Managed Accounts | $1,069,000 | 160 |
| Number of Non-Managed Accounts | $76,000 | 231 |
| Total fiduciary and related assets | $700,553,000 | 219 |
| Managed Assets ($) | $579,517,000 | 195 |
| Non-managed Assets ($) | $121,036,000 | 211 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,507,000 | 170 |
| 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 | $1,121,000 | 201 |
| Number of Managed Accounts | $1,048,000 | 163 |
| Number of Non-Managed Accounts | $73,000 | 377 |
| Total fiduciary and related assets | $684,426,000 | 219 |
| Managed Assets ($) | $576,314,000 | 194 |
| Non-managed Assets ($) | $108,112,000 | 226 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,271,000 | 176 |
| 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 | $1,116,000 | 187 |
| Number of Managed Accounts | $1,043,000 | 155 |
| Number of Non-Managed Accounts | $73,000 | 229 |
| Total fiduciary and related assets | $647,379,000 | 220 |
| Managed Assets ($) | $544,387,000 | 192 |
| Non-managed Assets ($) | $102,992,000 | 217 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,006,000 | 168 |
| 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 | $1,105,000 | 186 |
| Number of Managed Accounts | $1,030,000 | 150 |
| Number of Non-Managed Accounts | $75,000 | 231 |
| Total fiduciary and related assets | $636,200,000 | 218 |
| Managed Assets ($) | $534,188,000 | 186 |
| Non-managed Assets ($) | $102,012,000 | 217 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,708,000 | 163 |
| 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 | $1,096,000 | 192 |
| Number of Managed Accounts | $1,021,000 | 154 |
| Number of Non-Managed Accounts | $75,000 | 233 |
| Total fiduciary and related assets | $635,441,000 | 218 |
| Managed Assets ($) | $535,056,000 | 189 |
| Non-managed Assets ($) | $100,385,000 | 223 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,421,000 | 163 |
| 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 | $1,079,000 | 196 |
| Number of Managed Accounts | $1,005,000 | 155 |
| Number of Non-Managed Accounts | $74,000 | 381 |
| Total fiduciary and related assets | $697,589,000 | 201 |
| Managed Assets ($) | $514,681,000 | 187 |
| Non-managed Assets ($) | $182,908,000 | 177 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,761,000 | 158 |
| 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 | $1,082,000 | 185 |
| Number of Managed Accounts | $1,011,000 | 150 |
| Number of Non-Managed Accounts | $71,000 | 229 |
| Total fiduciary and related assets | $696,912,000 | 199 |
| Managed Assets ($) | $519,021,000 | 186 |
| Non-managed Assets ($) | $177,891,000 | 176 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,946,000 | 160 |
| 2012-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,086,000 | 185 |
| Number of Managed Accounts | $1,017,000 | 148 |
| Number of Non-Managed Accounts | $69,000 | 229 |
| Total fiduciary and related assets | $677,726,000 | 197 |
| Managed Assets ($) | $509,502,000 | 181 |
| Non-managed Assets ($) | $168,224,000 | 182 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,801,000 | 157 |
| 2012-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,098,000 | 183 |
| Number of Managed Accounts | $1,026,000 | 149 |
| Number of Non-Managed Accounts | $72,000 | 225 |
| Total fiduciary and related assets | $696,038,000 | 195 |
| Managed Assets ($) | $525,758,000 | 178 |
| Non-managed Assets ($) | $170,280,000 | 174 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,394,000 | 158 |
| 2011-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,094,000 | 198 |
| Number of Managed Accounts | $1,023,000 | 148 |
| Number of Non-Managed Accounts | $71,000 | 395 |
| Total fiduciary and related assets | $663,110,000 | 196 |
| Managed Assets ($) | $503,674,000 | 178 |
| Non-managed Assets ($) | $159,436,000 | 179 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2011-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,094,000 | 185 |
| Number of Managed Accounts | $1,023,000 | 146 |
| Number of Non-Managed Accounts | $71,000 | 228 |
| Total fiduciary and related assets | $622,126,000 | 199 |
| Managed Assets ($) | $477,440,000 | 178 |
| Non-managed Assets ($) | $144,686,000 | 182 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2011-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,081,000 | 190 |
| Number of Managed Accounts | $1,011,000 | 147 |
| Number of Non-Managed Accounts | $70,000 | 234 |
| Total fiduciary and related assets | $673,899,000 | 196 |
| Managed Assets ($) | $521,660,000 | 173 |
| Non-managed Assets ($) | $152,239,000 | 183 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2011-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,083,000 | 192 |
| Number of Managed Accounts | $1,006,000 | 141 |
| Number of Non-Managed Accounts | $77,000 | 227 |
| Total fiduciary and related assets | $685,854,000 | 195 |
| Managed Assets ($) | $535,132,000 | 170 |
| Non-managed Assets ($) | $150,722,000 | 185 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2010-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,076,000 | 205 |
| Number of Managed Accounts | $1,000,000 | 149 |
| Number of Non-Managed Accounts | $76,000 | 395 |
| Total fiduciary and related assets | $672,554,000 | 199 |
| Managed Assets ($) | $525,519,000 | 172 |
| Non-managed Assets ($) | $147,035,000 | 193 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2010-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,068,000 | 192 |
| Number of Managed Accounts | $994,000 | 146 |
| Number of Non-Managed Accounts | $74,000 | 228 |
| Total fiduciary and related assets | $642,514,000 | 199 |
| Managed Assets ($) | $506,882,000 | 172 |
| Non-managed Assets ($) | $135,632,000 | 190 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2010-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,083,000 | 189 |
| Number of Managed Accounts | $1,018,000 | 139 |
| Number of Non-Managed Accounts | $65,000 | 244 |
| Total fiduciary and related assets | $614,278,000 | 197 |
| Managed Assets ($) | $492,852,000 | 172 |
| Non-managed Assets ($) | $121,426,000 | 198 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2010-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,067,000 | 191 |
| Number of Managed Accounts | $1,010,000 | 144 |
| Number of Non-Managed Accounts | $57,000 | 259 |
| Total fiduciary and related assets | $649,761,000 | 197 |
| Managed Assets ($) | $524,615,000 | 170 |
| Non-managed Assets ($) | $125,146,000 | 199 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2009-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,091,000 | 201 |
| Number of Managed Accounts | $1,035,000 | 145 |
| Number of Non-Managed Accounts | $56,000 | 500 |
| Total fiduciary and related assets | $679,933,000 | 193 |
| Managed Assets ($) | $557,164,000 | 168 |
| Non-managed Assets ($) | $122,769,000 | 213 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $1,107,000 | 185 |
| Number of Managed Accounts | $1,053,000 | 138 |
| Number of Non-Managed Accounts | $54,000 | 248 |
| Total fiduciary and related assets | $668,754,000 | 197 |
| Managed Assets ($) | $551,252,000 | 170 |
| Non-managed Assets ($) | $117,502,000 | 199 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $1,116,000 | 187 |
| Number of Managed Accounts | $1,060,000 | 146 |
| Number of Non-Managed Accounts | $56,000 | 256 |
| Total fiduciary and related assets | $632,358,000 | 198 |
| Managed Assets ($) | $527,208,000 | 168 |
| Non-managed Assets ($) | $105,150,000 | 201 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $1,115,000 | 184 |
| Number of Managed Accounts | $1,058,000 | 148 |
| Number of Non-Managed Accounts | $57,000 | 253 |
| Total fiduciary and related assets | $593,446,000 | 200 |
| Managed Assets ($) | $499,625,000 | 167 |
| Non-managed Assets ($) | $93,821,000 | 205 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $1,108,000 | 210 |
| Number of Managed Accounts | $1,051,000 | 152 |
| Number of Non-Managed Accounts | $57,000 | 510 |
| Total fiduciary and related assets | $641,719,000 | 197 |
| Managed Assets ($) | $543,098,000 | 161 |
| Non-managed Assets ($) | $98,621,000 | 223 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $1,106,000 | 198 |
| Number of Managed Accounts | $1,049,000 | 148 |
| Number of Non-Managed Accounts | $57,000 | 269 |
| Total fiduciary and related assets | $727,023,000 | 189 |
| Managed Assets ($) | $613,131,000 | 160 |
| Non-managed Assets ($) | $113,892,000 | 207 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $1,100,000 | 198 |
| Number of Managed Accounts | $1,048,000 | 151 |
| Number of Non-Managed Accounts | $52,000 | 278 |
| Total fiduciary and related assets | $752,243,000 | 196 |
| Managed Assets ($) | $633,121,000 | 164 |
| Non-managed Assets ($) | $119,122,000 | 214 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $1,103,000 | 200 |
| Number of Managed Accounts | $1,051,000 | 156 |
| Number of Non-Managed Accounts | $52,000 | 281 |
| Total fiduciary and related assets | $782,501,000 | 201 |
| Managed Assets ($) | $660,434,000 | 165 |
| Non-managed Assets ($) | $122,067,000 | 213 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $1,091,000 | 207 |
| Number of Managed Accounts | $1,042,000 | 155 |
| Number of Non-Managed Accounts | $49,000 | 551 |
| Total fiduciary and related assets | $780,620,000 | 206 |
| Managed Assets ($) | $720,662,000 | 159 |
| Non-managed Assets ($) | $59,958,000 | 327 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $1,076,000 | 191 |
| Number of Managed Accounts | $1,038,000 | 153 |
| Number of Non-Managed Accounts | $38,000 | 295 |
| Total fiduciary and related assets | $798,417,000 | 202 |
| Managed Assets ($) | $736,616,000 | 159 |
| Non-managed Assets ($) | $61,801,000 | 261 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $1,077,000 | 193 |
| Number of Managed Accounts | $1,039,000 | 154 |
| Number of Non-Managed Accounts | $38,000 | 301 |
| Total fiduciary and related assets | $776,485,000 | 213 |
| Managed Assets ($) | $715,005,000 | 166 |
| Non-managed Assets ($) | $61,480,000 | 265 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $1,054,000 | 193 |
| Number of Managed Accounts | $1,017,000 | 152 |
| Number of Non-Managed Accounts | $37,000 | 306 |
| Total fiduciary and related assets | $741,628,000 | 213 |
| Managed Assets ($) | $683,156,000 | 168 |
| Non-managed Assets ($) | $58,472,000 | 270 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $1,038,000 | 210 |
| Number of Managed Accounts | $1,003,000 | 158 |
| Number of Non-Managed Accounts | $35,000 | 653 |
| Total fiduciary and related assets | $748,150,000 | 214 |
| Managed Assets ($) | $689,262,000 | 167 |
| Non-managed Assets ($) | $58,888,000 | 323 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $1,049,000 | 196 |
| Number of Managed Accounts | $1,016,000 | 155 |
| Number of Non-Managed Accounts | $33,000 | 308 |
| Total fiduciary and related assets | $722,612,000 | 218 |
| Managed Assets ($) | $664,725,000 | 175 |
| Non-managed Assets ($) | $57,887,000 | 269 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $1,054,000 | 200 |
| Number of Managed Accounts | $1,021,000 | 158 |
| Number of Non-Managed Accounts | $33,000 | 317 |
| Total fiduciary and related assets | $711,075,000 | 221 |
| Managed Assets ($) | $655,514,000 | 179 |
| Non-managed Assets ($) | $55,561,000 | 277 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $1,051,000 | 199 |
| Number of Managed Accounts | $1,014,000 | 159 |
| Number of Non-Managed Accounts | $37,000 | 311 |
| Total fiduciary and related assets | $725,766,000 | 220 |
| Managed Assets ($) | $666,052,000 | 178 |
| Non-managed Assets ($) | $59,714,000 | 278 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $1,040,000 | 214 |
| Number of Managed Accounts | $1,007,000 | 161 |
| Number of Non-Managed Accounts | $33,000 | 683 |
| Total fiduciary and related assets | $715,580,000 | 223 |
| Managed Assets ($) | $676,585,000 | 173 |
| Non-managed Assets ($) | $38,995,000 | 380 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $1,062,000 | 188 |
| Number of Managed Accounts | $1,029,000 | 150 |
| Number of Non-Managed Accounts | $33,000 | 316 |
| Total fiduciary and related assets | $724,074,000 | 220 |
| Managed Assets ($) | $687,567,000 | 169 |
| Non-managed Assets ($) | $36,507,000 | 299 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $1,081,000 | 188 |
| Number of Managed Accounts | $1,047,000 | 151 |
| Number of Non-Managed Accounts | $34,000 | 324 |
| Total fiduciary and related assets | $793,742,000 | 209 |
| Managed Assets ($) | $699,613,000 | 167 |
| Non-managed Assets ($) | $94,129,000 | 235 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $1,089,000 | 189 |
| Number of Managed Accounts | $1,052,000 | 152 |
| Number of Non-Managed Accounts | $37,000 | 319 |
| Total fiduciary and related assets | $788,187,000 | 214 |
| Managed Assets ($) | $752,955,000 | 160 |
| Non-managed Assets ($) | $35,232,000 | 308 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $1,052,000 | 204 |
| Number of Managed Accounts | $1,031,000 | 155 |
| Number of Non-Managed Accounts | $21,000 | 823 |
| Total fiduciary and related assets | $783,805,000 | 211 |
| Managed Assets ($) | $751,442,000 | 152 |
| Non-managed Assets ($) | $32,363,000 | 417 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $1,069,000 | 192 |
| Number of Managed Accounts | $1,047,000 | 151 |
| Number of Non-Managed Accounts | $22,000 | 350 |
| Total fiduciary and related assets | $770,167,000 | 199 |
| Managed Assets ($) | $742,334,000 | 150 |
| Non-managed Assets ($) | $27,833,000 | 316 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $1,035,000 | 199 |
| Number of Managed Accounts | $1,005,000 | 154 |
| Number of Non-Managed Accounts | $30,000 | 339 |
| Total fiduciary and related assets | $734,800,000 | 210 |
| Managed Assets ($) | $701,061,000 | 150 |
| Non-managed Assets ($) | $33,739,000 | 311 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $1,069,000 | 195 |
| Number of Managed Accounts | $1,039,000 | 154 |
| Number of Non-Managed Accounts | $30,000 | 347 |
| Total fiduciary and related assets | $754,738,000 | 206 |
| Managed Assets ($) | $720,099,000 | 151 |
| Non-managed Assets ($) | $34,639,000 | 310 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $1,138,000 | 205 |
| Number of Managed Accounts | $1,100,000 | 150 |
| Number of Non-Managed Accounts | $38,000 | 685 |
| Total fiduciary and related assets | $768,025,000 | 207 |
| Managed Assets ($) | $731,802,000 | 155 |
| Non-managed Assets ($) | $36,223,000 | 410 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $904,000 | 235 |
| Number of Managed Accounts | $881,000 | 182 |
| Number of Non-Managed Accounts | $23,000 | 365 |
| Total fiduciary and related assets | $636,249,000 | 233 |
| Managed Assets ($) | $604,340,000 | 180 |
| Non-managed Assets ($) | $31,909,000 | 323 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $1,021,000 | 219 |
| Number of Managed Accounts | $998,000 | 167 |
| Number of Non-Managed Accounts | $23,000 | 368 |
| Total fiduciary and related assets | $644,363,000 | 236 |
| Managed Assets ($) | $610,904,000 | 179 |
| Non-managed Assets ($) | $33,459,000 | 323 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $1,049,000 | 218 |
| Number of Managed Accounts | $1,026,000 | 166 |
| Number of Non-Managed Accounts | $23,000 | 378 |
| Total fiduciary and related assets | $618,382,000 | 242 |
| Managed Assets ($) | $587,839,000 | 182 |
| Non-managed Assets ($) | $30,543,000 | 335 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $1,202,000 | 216 |
| Number of Managed Accounts | $1,179,000 | 156 |
| Number of Non-Managed Accounts | $23,000 | 830 |
| Total fiduciary and related assets | $686,564,000 | 229 |
| Managed Assets ($) | $655,228,000 | 167 |
| Non-managed Assets ($) | $31,336,000 | 435 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2001-12-31 | 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 | 1,869 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1,865 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2000-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1999-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |