Home > Univest Bank and Trust Co. > Fiduciary and Related Services
Univest Bank and Trust Co., Fiduciary and Related Services
| 2023-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 4 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,191,000 | 216 |
| Number of Managed Accounts | $1,120,000 | 186 |
| Number of Non-Managed Accounts | $71,000 | 311 |
| Total fiduciary and related assets | $1,103,026,000 | 234 |
| Managed Assets ($) | $1,077,760,000 | 199 |
| Non-managed Assets ($) | $25,266,000 | 431 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,732,000 | 208 |
| 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 | $1,180,000 | 207 |
| Number of Managed Accounts | $1,113,000 | 180 |
| Number of Non-Managed Accounts | $67,000 | 226 |
| Total fiduciary and related assets | $1,018,719,000 | 239 |
| Managed Assets ($) | $995,261,000 | 202 |
| Non-managed Assets ($) | $23,458,000 | 300 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,789,000 | 208 |
| 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 | $1,165,000 | 212 |
| Number of Managed Accounts | $1,097,000 | 183 |
| Number of Non-Managed Accounts | $68,000 | 252 |
| Total fiduciary and related assets | $1,051,045,000 | 233 |
| Managed Assets ($) | $1,026,501,000 | 197 |
| Non-managed Assets ($) | $24,544,000 | 353 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,879,000 | 205 |
| 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 | $1,185,000 | 213 |
| Number of Managed Accounts | $1,116,000 | 183 |
| Number of Non-Managed Accounts | $69,000 | 230 |
| Total fiduciary and related assets | $1,024,886,000 | 242 |
| Managed Assets ($) | $1,000,649,000 | 207 |
| Non-managed Assets ($) | $24,237,000 | 307 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,955,000 | 209 |
| 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 | $1,206,000 | 217 |
| Number of Managed Accounts | $1,140,000 | 185 |
| Number of Non-Managed Accounts | $66,000 | 332 |
| Total fiduciary and related assets | $991,336,000 | 244 |
| Managed Assets ($) | $968,482,000 | 209 |
| Non-managed Assets ($) | $22,854,000 | 450 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,743,000 | 215 |
| 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 | $1,199,000 | 215 |
| Number of Managed Accounts | $1,133,000 | 182 |
| Number of Non-Managed Accounts | $66,000 | 237 |
| Total fiduciary and related assets | $962,202,000 | 238 |
| Managed Assets ($) | $940,602,000 | 203 |
| Non-managed Assets ($) | $21,600,000 | 323 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,935,000 | 214 |
| 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 | $1,208,000 | 193 |
| Number of Managed Accounts | $1,141,000 | 167 |
| Number of Non-Managed Accounts | $67,000 | 233 |
| Total fiduciary and related assets | $1,013,320,000 | 203 |
| Managed Assets ($) | $990,383,000 | 173 |
| Non-managed Assets ($) | $22,937,000 | 333 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,100,000 | 176 |
| 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 | $1,227,000 | 190 |
| Number of Managed Accounts | $1,156,000 | 162 |
| Number of Non-Managed Accounts | $71,000 | 205 |
| Total fiduciary and related assets | $1,129,951,000 | 203 |
| Managed Assets ($) | $1,103,689,000 | 171 |
| Non-managed Assets ($) | $26,262,000 | 283 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,102,000 | 177 |
| 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 | $1,236,000 | 191 |
| Number of Managed Accounts | $1,163,000 | 160 |
| Number of Non-Managed Accounts | $73,000 | 293 |
| Total fiduciary and related assets | $1,193,190,000 | 205 |
| Managed Assets ($) | $1,166,071,000 | 171 |
| Non-managed Assets ($) | $27,119,000 | 412 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,403,000 | 174 |
| 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 | $1,237,000 | 187 |
| Number of Managed Accounts | $1,163,000 | 161 |
| Number of Non-Managed Accounts | $74,000 | 205 |
| Total fiduciary and related assets | $1,160,557,000 | 204 |
| Managed Assets ($) | $1,131,898,000 | 171 |
| Non-managed Assets ($) | $28,659,000 | 269 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,317,000 | 172 |
| 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 | $1,290,000 | 182 |
| Number of Managed Accounts | $1,209,000 | 160 |
| Number of Non-Managed Accounts | $81,000 | 210 |
| Total fiduciary and related assets | $1,175,980,000 | 202 |
| Managed Assets ($) | $1,145,982,000 | 170 |
| Non-managed Assets ($) | $29,998,000 | 313 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,191,000 | 169 |
| 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 | $1,300,000 | 178 |
| Number of Managed Accounts | $1,214,000 | 157 |
| Number of Non-Managed Accounts | $86,000 | 194 |
| Total fiduciary and related assets | $1,168,166,000 | 201 |
| Managed Assets ($) | $1,139,534,000 | 170 |
| Non-managed Assets ($) | $28,632,000 | 269 |
| 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 | $1,328,000 | 180 |
| Number of Managed Accounts | $1,239,000 | 155 |
| Number of Non-Managed Accounts | $89,000 | 267 |
| Total fiduciary and related assets | $1,149,478,000 | 201 |
| Managed Assets ($) | $1,121,455,000 | 169 |
| Non-managed Assets ($) | $28,023,000 | 395 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,703,000 | 169 |
| 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 | $1,472,000 | 161 |
| Number of Managed Accounts | $1,313,000 | 146 |
| Number of Non-Managed Accounts | $159,000 | 149 |
| Total fiduciary and related assets | $1,078,375,000 | 199 |
| Managed Assets ($) | $1,052,943,000 | 167 |
| Non-managed Assets ($) | $25,432,000 | 278 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,729,000 | 167 |
| 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 | $1,488,000 | 165 |
| Number of Managed Accounts | $1,328,000 | 149 |
| Number of Non-Managed Accounts | $160,000 | 155 |
| Total fiduciary and related assets | $1,098,430,000 | 199 |
| Managed Assets ($) | $1,049,012,000 | 166 |
| Non-managed Assets ($) | $49,418,000 | 287 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,814,000 | 166 |
| 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 | $1,510,000 | 163 |
| Number of Managed Accounts | $1,349,000 | 142 |
| Number of Non-Managed Accounts | $161,000 | 152 |
| Total fiduciary and related assets | $1,014,612,000 | 196 |
| Managed Assets ($) | $969,986,000 | 161 |
| Non-managed Assets ($) | $44,626,000 | 256 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,890,000 | 171 |
| 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 | $1,534,000 | 162 |
| Number of Managed Accounts | $1,377,000 | 146 |
| Number of Non-Managed Accounts | $157,000 | 201 |
| Total fiduciary and related assets | $1,141,122,000 | 196 |
| Managed Assets ($) | $1,087,501,000 | 164 |
| Non-managed Assets ($) | $53,621,000 | 320 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,826,000 | 167 |
| 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 | $1,534,000 | 159 |
| Number of Managed Accounts | $1,379,000 | 141 |
| Number of Non-Managed Accounts | $155,000 | 157 |
| Total fiduciary and related assets | $1,111,272,000 | 196 |
| Managed Assets ($) | $1,060,126,000 | 163 |
| Non-managed Assets ($) | $51,146,000 | 257 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,914,000 | 164 |
| 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 | $1,545,000 | 157 |
| Number of Managed Accounts | $1,396,000 | 141 |
| Number of Non-Managed Accounts | $149,000 | 165 |
| Total fiduciary and related assets | $1,121,172,000 | 194 |
| Managed Assets ($) | $1,070,976,000 | 159 |
| Non-managed Assets ($) | $50,196,000 | 280 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,941,000 | 165 |
| 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 | $1,549,000 | 159 |
| Number of Managed Accounts | $1,400,000 | 140 |
| Number of Non-Managed Accounts | $149,000 | 166 |
| Total fiduciary and related assets | $1,095,035,000 | 195 |
| Managed Assets ($) | $1,046,018,000 | 159 |
| Non-managed Assets ($) | $49,017,000 | 285 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,887,000 | 165 |
| 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 | $1,550,000 | 159 |
| Number of Managed Accounts | $1,408,000 | 139 |
| Number of Non-Managed Accounts | $142,000 | 215 |
| Total fiduciary and related assets | $1,047,604,000 | 195 |
| Managed Assets ($) | $1,002,950,000 | 158 |
| Non-managed Assets ($) | $44,654,000 | 348 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,882,000 | 162 |
| 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 | $1,566,000 | 155 |
| Number of Managed Accounts | $1,422,000 | 136 |
| Number of Non-Managed Accounts | $144,000 | 165 |
| Total fiduciary and related assets | $1,112,458,000 | 196 |
| Managed Assets ($) | $1,063,389,000 | 156 |
| Non-managed Assets ($) | $49,069,000 | 288 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,000,000 | 161 |
| 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 | $1,584,000 | 155 |
| Number of Managed Accounts | $1,438,000 | 135 |
| Number of Non-Managed Accounts | $146,000 | 170 |
| Total fiduciary and related assets | $1,093,425,000 | 196 |
| Managed Assets ($) | $1,046,465,000 | 155 |
| Non-managed Assets ($) | $46,960,000 | 288 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,040,000 | 160 |
| 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 | $1,679,000 | 153 |
| Number of Managed Accounts | $1,531,000 | 129 |
| Number of Non-Managed Accounts | $148,000 | 170 |
| Total fiduciary and related assets | $1,113,827,000 | 188 |
| Managed Assets ($) | $1,067,201,000 | 152 |
| Non-managed Assets ($) | $46,626,000 | 288 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,996,000 | 163 |
| 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 | $1,663,000 | 154 |
| Number of Managed Accounts | $1,510,000 | 128 |
| Number of Non-Managed Accounts | $153,000 | 215 |
| Total fiduciary and related assets | $1,296,570,000 | 173 |
| Managed Assets ($) | $1,104,211,000 | 148 |
| Non-managed Assets ($) | $192,359,000 | 187 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,055,000 | 155 |
| 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 | $1,745,000 | 145 |
| Number of Managed Accounts | $1,570,000 | 125 |
| Number of Non-Managed Accounts | $175,000 | 155 |
| Total fiduciary and related assets | $1,264,764,000 | 172 |
| Managed Assets ($) | $1,210,599,000 | 139 |
| Non-managed Assets ($) | $54,165,000 | 271 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,847,000 | 157 |
| 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 | $1,758,000 | 140 |
| Number of Managed Accounts | $1,585,000 | 121 |
| Number of Non-Managed Accounts | $173,000 | 156 |
| Total fiduciary and related assets | $1,228,455,000 | 169 |
| Managed Assets ($) | $1,174,905,000 | 134 |
| Non-managed Assets ($) | $53,550,000 | 272 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,923,000 | 154 |
| 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 | $1,782,000 | 136 |
| Number of Managed Accounts | $1,605,000 | 115 |
| Number of Non-Managed Accounts | $177,000 | 152 |
| Total fiduciary and related assets | $1,207,600,000 | 168 |
| Managed Assets ($) | $1,152,721,000 | 132 |
| Non-managed Assets ($) | $54,879,000 | 267 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,907,000 | 158 |
| 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 | $1,802,000 | 134 |
| Number of Managed Accounts | $1,631,000 | 112 |
| Number of Non-Managed Accounts | $171,000 | 197 |
| Total fiduciary and related assets | $1,190,580,000 | 167 |
| Managed Assets ($) | $1,136,384,000 | 129 |
| Non-managed Assets ($) | $54,196,000 | 311 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,741,000 | 151 |
| 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 | $1,825,000 | 130 |
| Number of Managed Accounts | $1,621,000 | 108 |
| Number of Non-Managed Accounts | $204,000 | 141 |
| Total fiduciary and related assets | $1,338,073,000 | 153 |
| Managed Assets ($) | $1,270,310,000 | 124 |
| Non-managed Assets ($) | $67,763,000 | 256 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,820,000 | 149 |
| 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 | $1,853,000 | 129 |
| Number of Managed Accounts | $1,642,000 | 108 |
| Number of Non-Managed Accounts | $211,000 | 145 |
| Total fiduciary and related assets | $1,288,233,000 | 157 |
| Managed Assets ($) | $1,219,989,000 | 125 |
| Non-managed Assets ($) | $68,244,000 | 254 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,862,000 | 148 |
| 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 | $1,878,000 | 130 |
| Number of Managed Accounts | $1,659,000 | 109 |
| Number of Non-Managed Accounts | $219,000 | 143 |
| Total fiduciary and related assets | $1,275,344,000 | 158 |
| Managed Assets ($) | $1,207,281,000 | 127 |
| Non-managed Assets ($) | $68,063,000 | 255 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,865,000 | 152 |
| 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 | $1,885,000 | 128 |
| Number of Managed Accounts | $1,667,000 | 106 |
| Number of Non-Managed Accounts | $218,000 | 176 |
| Total fiduciary and related assets | $1,282,847,000 | 160 |
| Managed Assets ($) | $1,218,674,000 | 123 |
| Non-managed Assets ($) | $64,173,000 | 283 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,908,000 | 149 |
| 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 | $1,963,000 | 119 |
| Number of Managed Accounts | $1,748,000 | 104 |
| Number of Non-Managed Accounts | $215,000 | 142 |
| Total fiduciary and related assets | $1,260,956,000 | 156 |
| Managed Assets ($) | $1,201,079,000 | 121 |
| Non-managed Assets ($) | $59,877,000 | 264 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,878,000 | 151 |
| 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 | $1,946,000 | 121 |
| Number of Managed Accounts | $1,743,000 | 107 |
| Number of Non-Managed Accounts | $203,000 | 145 |
| Total fiduciary and related assets | $1,287,199,000 | 158 |
| Managed Assets ($) | $1,233,375,000 | 124 |
| Non-managed Assets ($) | $53,824,000 | 277 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,974,000 | 152 |
| 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 | $1,969,000 | 119 |
| Number of Managed Accounts | $1,764,000 | 105 |
| Number of Non-Managed Accounts | $205,000 | 149 |
| Total fiduciary and related assets | $1,368,884,000 | 155 |
| Managed Assets ($) | $1,296,938,000 | 120 |
| Non-managed Assets ($) | $71,946,000 | 257 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,820,000 | 162 |
| 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 | $1,935,000 | 122 |
| Number of Managed Accounts | $1,743,000 | 102 |
| Number of Non-Managed Accounts | $192,000 | 195 |
| Total fiduciary and related assets | $1,344,644,000 | 152 |
| Managed Assets ($) | $1,272,696,000 | 120 |
| Non-managed Assets ($) | $71,948,000 | 277 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,835,000 | 150 |
| 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 | $1,915,000 | 120 |
| Number of Managed Accounts | $1,723,000 | 102 |
| Number of Non-Managed Accounts | $192,000 | 148 |
| Total fiduciary and related assets | $1,337,439,000 | 151 |
| Managed Assets ($) | $1,266,129,000 | 119 |
| Non-managed Assets ($) | $71,310,000 | 260 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,692,000 | 150 |
| 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 | $1,895,000 | 119 |
| Number of Managed Accounts | $1,707,000 | 101 |
| Number of Non-Managed Accounts | $188,000 | 150 |
| Total fiduciary and related assets | $1,336,395,000 | 150 |
| Managed Assets ($) | $1,264,855,000 | 118 |
| Non-managed Assets ($) | $71,540,000 | 254 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,830,000 | 149 |
| 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 | $1,912,000 | 120 |
| Number of Managed Accounts | $1,718,000 | 102 |
| Number of Non-Managed Accounts | $194,000 | 153 |
| Total fiduciary and related assets | $1,308,653,000 | 152 |
| Managed Assets ($) | $1,246,432,000 | 120 |
| Non-managed Assets ($) | $62,221,000 | 263 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,899,000 | 145 |
| 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 | $1,940,000 | 121 |
| Number of Managed Accounts | $1,742,000 | 100 |
| Number of Non-Managed Accounts | $198,000 | 202 |
| Total fiduciary and related assets | $1,283,021,000 | 152 |
| Managed Assets ($) | $1,230,710,000 | 122 |
| Non-managed Assets ($) | $52,311,000 | 318 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,303,000 | 145 |
| 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 | $1,935,000 | 116 |
| Number of Managed Accounts | $1,738,000 | 101 |
| Number of Non-Managed Accounts | $197,000 | 155 |
| Total fiduciary and related assets | $1,284,319,000 | 146 |
| Managed Assets ($) | $1,218,958,000 | 116 |
| Non-managed Assets ($) | $65,361,000 | 257 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,249,000 | 145 |
| 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 | $1,954,000 | 116 |
| Number of Managed Accounts | $1,722,000 | 100 |
| Number of Non-Managed Accounts | $232,000 | 143 |
| Total fiduciary and related assets | $1,284,085,000 | 144 |
| Managed Assets ($) | $1,202,607,000 | 114 |
| Non-managed Assets ($) | $81,478,000 | 240 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,513,000 | 146 |
| 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 | $1,941,000 | 118 |
| Number of Managed Accounts | $1,706,000 | 99 |
| Number of Non-Managed Accounts | $235,000 | 144 |
| Total fiduciary and related assets | $1,287,753,000 | 146 |
| Managed Assets ($) | $1,209,515,000 | 114 |
| Non-managed Assets ($) | $78,238,000 | 246 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,734,000 | 146 |
| 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 | $1,899,000 | 123 |
| Number of Managed Accounts | $1,710,000 | 96 |
| Number of Non-Managed Accounts | $189,000 | 218 |
| Total fiduciary and related assets | $1,253,067,000 | 145 |
| Managed Assets ($) | $1,173,514,000 | 114 |
| Non-managed Assets ($) | $79,553,000 | 261 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,777,000 | 145 |
| 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 | $1,847,000 | 120 |
| Number of Managed Accounts | $1,659,000 | 98 |
| Number of Non-Managed Accounts | $188,000 | 156 |
| Total fiduciary and related assets | $1,243,572,000 | 144 |
| Managed Assets ($) | $1,161,792,000 | 116 |
| Non-managed Assets ($) | $81,780,000 | 229 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,875,000 | 147 |
| 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 | $1,867,000 | 117 |
| Number of Managed Accounts | $1,649,000 | 95 |
| Number of Non-Managed Accounts | $218,000 | 145 |
| Total fiduciary and related assets | $1,173,337,000 | 145 |
| Managed Assets ($) | $1,092,826,000 | 115 |
| Non-managed Assets ($) | $80,511,000 | 231 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,250,000 | 148 |
| 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 | $1,850,000 | 118 |
| Number of Managed Accounts | $1,634,000 | 98 |
| Number of Non-Managed Accounts | $216,000 | 146 |
| Total fiduciary and related assets | $988,598,000 | 153 |
| Managed Assets ($) | $906,172,000 | 129 |
| Non-managed Assets ($) | $82,426,000 | 221 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,625,000 | 147 |
| 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 | $1,849,000 | 118 |
| Number of Managed Accounts | $1,630,000 | 98 |
| Number of Non-Managed Accounts | $219,000 | 191 |
| Total fiduciary and related assets | $957,026,000 | 151 |
| Managed Assets ($) | $879,392,000 | 128 |
| Non-managed Assets ($) | $77,634,000 | 254 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,344,000 | 129 |
| 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 | $1,871,000 | 112 |
| Number of Managed Accounts | $1,638,000 | 99 |
| Number of Non-Managed Accounts | $233,000 | 138 |
| Total fiduciary and related assets | $923,964,000 | 154 |
| Managed Assets ($) | $849,797,000 | 128 |
| Non-managed Assets ($) | $74,167,000 | 227 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,875,000 | 129 |
| 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 | $1,912,000 | 110 |
| Number of Managed Accounts | $1,649,000 | 98 |
| Number of Non-Managed Accounts | $263,000 | 134 |
| Total fiduciary and related assets | $971,889,000 | 157 |
| Managed Assets ($) | $894,509,000 | 131 |
| Non-managed Assets ($) | $77,380,000 | 230 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,250,000 | 130 |
| 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 | $1,942,000 | 105 |
| Number of Managed Accounts | $1,666,000 | 91 |
| Number of Non-Managed Accounts | $276,000 | 133 |
| Total fiduciary and related assets | $968,908,000 | 159 |
| Managed Assets ($) | $896,561,000 | 127 |
| Non-managed Assets ($) | $72,347,000 | 230 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,625,000 | 127 |
| 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 | $1,954,000 | 109 |
| Number of Managed Accounts | $1,667,000 | 89 |
| Number of Non-Managed Accounts | $287,000 | 169 |
| Total fiduciary and related assets | $960,282,000 | 160 |
| Managed Assets ($) | $888,249,000 | 131 |
| Non-managed Assets ($) | $72,033,000 | 267 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,080,000 | 128 |
| 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 | $1,903,000 | 106 |
| Number of Managed Accounts | $1,633,000 | 91 |
| Number of Non-Managed Accounts | $270,000 | 138 |
| Total fiduciary and related assets | $908,412,000 | 161 |
| Managed Assets ($) | $838,371,000 | 133 |
| Non-managed Assets ($) | $70,041,000 | 232 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,450,000 | 131 |
| 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 | $1,898,000 | 107 |
| Number of Managed Accounts | $1,629,000 | 89 |
| Number of Non-Managed Accounts | $269,000 | 140 |
| Total fiduciary and related assets | $865,425,000 | 157 |
| Managed Assets ($) | $799,109,000 | 128 |
| Non-managed Assets ($) | $66,316,000 | 239 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,000,000 | 128 |
| 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 | $1,897,000 | 108 |
| Number of Managed Accounts | $1,627,000 | 90 |
| Number of Non-Managed Accounts | $270,000 | 144 |
| Total fiduciary and related assets | $888,727,000 | 162 |
| Managed Assets ($) | $818,101,000 | 131 |
| Non-managed Assets ($) | $70,626,000 | 242 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,500,000 | 128 |
| 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 | $1,867,000 | 122 |
| Number of Managed Accounts | $1,609,000 | 95 |
| Number of Non-Managed Accounts | $258,000 | 192 |
| Total fiduciary and related assets | $864,665,000 | 163 |
| Managed Assets ($) | $797,467,000 | 134 |
| Non-managed Assets ($) | $67,198,000 | 277 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,536,000 | 135 |
| 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 | $1,919,000 | 111 |
| Number of Managed Accounts | $1,652,000 | 92 |
| Number of Non-Managed Accounts | $267,000 | 140 |
| Total fiduciary and related assets | $893,487,000 | 163 |
| Managed Assets ($) | $824,485,000 | 128 |
| Non-managed Assets ($) | $69,002,000 | 226 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,075,000 | 137 |
| 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 | $1,913,000 | 110 |
| Number of Managed Accounts | $1,648,000 | 94 |
| Number of Non-Managed Accounts | $265,000 | 144 |
| Total fiduciary and related assets | $852,495,000 | 166 |
| Managed Assets ($) | $786,756,000 | 126 |
| Non-managed Assets ($) | $65,739,000 | 224 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,750,000 | 136 |
| 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 | $1,920,000 | 108 |
| Number of Managed Accounts | $1,653,000 | 94 |
| Number of Non-Managed Accounts | $267,000 | 142 |
| Total fiduciary and related assets | $816,862,000 | 169 |
| Managed Assets ($) | $754,358,000 | 129 |
| Non-managed Assets ($) | $62,504,000 | 223 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,425,000 | 128 |
| 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 | $1,952,000 | 122 |
| Number of Managed Accounts | $1,671,000 | 97 |
| Number of Non-Managed Accounts | $281,000 | 190 |
| Total fiduciary and related assets | $850,204,000 | 172 |
| Managed Assets ($) | $785,613,000 | 130 |
| Non-managed Assets ($) | $64,591,000 | 267 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,004,000 | 138 |
| 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 | $1,920,000 | 117 |
| Number of Managed Accounts | $1,637,000 | 95 |
| Number of Non-Managed Accounts | $283,000 | 142 |
| Total fiduciary and related assets | $898,069,000 | 177 |
| Managed Assets ($) | $826,217,000 | 139 |
| Non-managed Assets ($) | $71,852,000 | 235 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,833,000 | 133 |
| 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 | $1,881,000 | 122 |
| Number of Managed Accounts | $1,613,000 | 98 |
| Number of Non-Managed Accounts | $268,000 | 151 |
| Total fiduciary and related assets | $908,797,000 | 184 |
| Managed Assets ($) | $833,719,000 | 143 |
| Non-managed Assets ($) | $75,078,000 | 243 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,255,000 | 136 |
| 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 | $1,906,000 | 120 |
| Number of Managed Accounts | $1,632,000 | 98 |
| Number of Non-Managed Accounts | $274,000 | 149 |
| Total fiduciary and related assets | $923,321,000 | 183 |
| Managed Assets ($) | $876,255,000 | 143 |
| Non-managed Assets ($) | $47,066,000 | 289 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,627,000 | 134 |
| 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 | $1,908,000 | 124 |
| Number of Managed Accounts | $1,627,000 | 99 |
| Number of Non-Managed Accounts | $281,000 | 196 |
| Total fiduciary and related assets | $938,438,000 | 184 |
| Managed Assets ($) | $888,495,000 | 144 |
| Non-managed Assets ($) | $49,943,000 | 353 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,921,000 | 142 |
| 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 | $1,869,000 | 116 |
| Number of Managed Accounts | $1,587,000 | 97 |
| Number of Non-Managed Accounts | $282,000 | 142 |
| Total fiduciary and related assets | $814,046,000 | 198 |
| Managed Assets ($) | $762,202,000 | 157 |
| Non-managed Assets ($) | $51,844,000 | 273 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,493,000 | 140 |
| 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 | $1,880,000 | 119 |
| Number of Managed Accounts | $1,586,000 | 98 |
| Number of Non-Managed Accounts | $294,000 | 141 |
| Total fiduciary and related assets | $800,069,000 | 207 |
| Managed Assets ($) | $745,732,000 | 162 |
| Non-managed Assets ($) | $54,337,000 | 275 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,968,000 | 145 |
| 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 | $1,855,000 | 119 |
| Number of Managed Accounts | $1,559,000 | 95 |
| Number of Non-Managed Accounts | $296,000 | 140 |
| Total fiduciary and related assets | $788,655,000 | 206 |
| Managed Assets ($) | $736,535,000 | 160 |
| Non-managed Assets ($) | $52,120,000 | 277 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,487,000 | 144 |
| 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 | $1,887,000 | 125 |
| Number of Managed Accounts | $1,575,000 | 98 |
| Number of Non-Managed Accounts | $312,000 | 178 |
| Total fiduciary and related assets | $797,718,000 | 202 |
| Managed Assets ($) | $739,141,000 | 161 |
| Non-managed Assets ($) | $58,577,000 | 324 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,515,000 | 146 |
| 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 | $1,871,000 | 123 |
| Number of Managed Accounts | $1,573,000 | 101 |
| Number of Non-Managed Accounts | $298,000 | 144 |
| Total fiduciary and related assets | $796,217,000 | 204 |
| Managed Assets ($) | $749,778,000 | 160 |
| Non-managed Assets ($) | $46,439,000 | 283 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,362,000 | 146 |
| 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 | $1,888,000 | 129 |
| Number of Managed Accounts | $1,584,000 | 106 |
| Number of Non-Managed Accounts | $304,000 | 147 |
| Total fiduciary and related assets | $789,799,000 | 212 |
| Managed Assets ($) | $743,548,000 | 164 |
| Non-managed Assets ($) | $46,251,000 | 289 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,999,000 | 147 |
| 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 | $1,885,000 | 129 |
| Number of Managed Accounts | $1,582,000 | 105 |
| Number of Non-Managed Accounts | $303,000 | 149 |
| Total fiduciary and related assets | $793,326,000 | 213 |
| Managed Assets ($) | $746,499,000 | 163 |
| Non-managed Assets ($) | $46,827,000 | 291 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,551,000 | 141 |
| 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 | $1,724,000 | 140 |
| Number of Managed Accounts | $1,432,000 | 118 |
| Number of Non-Managed Accounts | $292,000 | 193 |
| Total fiduciary and related assets | $785,572,000 | 214 |
| Managed Assets ($) | $724,521,000 | 166 |
| Non-managed Assets ($) | $61,051,000 | 315 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,225,000 | 155 |
| 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 | $1,878,000 | 122 |
| Number of Managed Accounts | $1,575,000 | 105 |
| Number of Non-Managed Accounts | $303,000 | 145 |
| Total fiduciary and related assets | $800,174,000 | 209 |
| Managed Assets ($) | $734,642,000 | 164 |
| Non-managed Assets ($) | $65,532,000 | 258 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,964,000 | 154 |
| 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 | $1,845,000 | 122 |
| Number of Managed Accounts | $1,543,000 | 103 |
| Number of Non-Managed Accounts | $302,000 | 146 |
| Total fiduciary and related assets | $809,449,000 | 207 |
| Managed Assets ($) | $741,537,000 | 163 |
| Non-managed Assets ($) | $67,912,000 | 259 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,663,000 | 152 |
| 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 | $1,798,000 | 126 |
| Number of Managed Accounts | $1,499,000 | 110 |
| Number of Non-Managed Accounts | $299,000 | 151 |
| Total fiduciary and related assets | $802,195,000 | 207 |
| Managed Assets ($) | $721,825,000 | 165 |
| Non-managed Assets ($) | $80,370,000 | 250 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,338,000 | 156 |
| 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 | $1,768,000 | 138 |
| Number of Managed Accounts | $1,474,000 | 114 |
| Number of Non-Managed Accounts | $294,000 | 198 |
| Total fiduciary and related assets | $799,381,000 | 205 |
| Managed Assets ($) | $712,706,000 | 160 |
| Non-managed Assets ($) | $86,675,000 | 272 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,028,000 | 153 |
| 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 | $1,798,000 | 127 |
| Number of Managed Accounts | $1,494,000 | 110 |
| Number of Non-Managed Accounts | $304,000 | 152 |
| Total fiduciary and related assets | $760,300,000 | 201 |
| Managed Assets ($) | $681,819,000 | 161 |
| Non-managed Assets ($) | $78,481,000 | 250 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,750,000 | 152 |
| 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 | $1,752,000 | 129 |
| Number of Managed Accounts | $1,449,000 | 113 |
| Number of Non-Managed Accounts | $303,000 | 152 |
| Total fiduciary and related assets | $779,856,000 | 202 |
| Managed Assets ($) | $681,439,000 | 158 |
| Non-managed Assets ($) | $98,417,000 | 242 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,500,000 | 158 |
| 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 | $1,744,000 | 130 |
| Number of Managed Accounts | $1,441,000 | 114 |
| Number of Non-Managed Accounts | $303,000 | 150 |
| Total fiduciary and related assets | $777,822,000 | 201 |
| Managed Assets ($) | $692,707,000 | 155 |
| Non-managed Assets ($) | $85,115,000 | 255 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,250,000 | 157 |
| 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 | $1,738,000 | 144 |
| Number of Managed Accounts | $1,428,000 | 121 |
| Number of Non-Managed Accounts | $310,000 | 206 |
| Total fiduciary and related assets | $757,872,000 | 209 |
| Managed Assets ($) | $681,001,000 | 159 |
| Non-managed Assets ($) | $76,871,000 | 293 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,567,000 | 159 |
| 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 | $1,728,000 | 139 |
| Number of Managed Accounts | $1,419,000 | 123 |
| Number of Non-Managed Accounts | $309,000 | 167 |
| Total fiduciary and related assets | $715,039,000 | 222 |
| Managed Assets ($) | $645,940,000 | 173 |
| Non-managed Assets ($) | $69,099,000 | 273 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,403,000 | 166 |
| 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 | $1,780,000 | 139 |
| Number of Managed Accounts | $1,448,000 | 123 |
| Number of Non-Managed Accounts | $332,000 | 168 |
| Total fiduciary and related assets | $692,163,000 | 232 |
| Managed Assets ($) | $629,019,000 | 172 |
| Non-managed Assets ($) | $63,144,000 | 287 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,295,000 | 171 |
| 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 | $1,739,000 | 149 |
| Number of Managed Accounts | $1,410,000 | 129 |
| Number of Non-Managed Accounts | $329,000 | 176 |
| Total fiduciary and related assets | $687,010,000 | 227 |
| Managed Assets ($) | $623,428,000 | 175 |
| Non-managed Assets ($) | $63,582,000 | 285 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,148,000 | 175 |
| 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 | $1,765,000 | 155 |
| Number of Managed Accounts | $1,433,000 | 135 |
| Number of Non-Managed Accounts | $332,000 | 217 |
| Total fiduciary and related assets | $720,667,000 | 222 |
| Managed Assets ($) | $641,203,000 | 168 |
| Non-managed Assets ($) | $79,464,000 | 289 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,181,000 | 180 |
| 2001-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 2 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,751,000 | 139 |
| Number of Managed Accounts | $1,395,000 | 122 |
| Number of Non-Managed Accounts | $356,000 | 190 |
| Total fiduciary and related assets | $734,477,000 | 203 |
| Managed Assets ($) | $644,066,000 | 160 |
| Non-managed Assets ($) | $90,411,000 | 255 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,260,000 | 185 |
| 2000-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $4,404,000 | 180 |
| 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 | $3,970,000 | 222 |
| 1998-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $3,202,000 | 250 |
| 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 | $2,695,000 | 280 |
| 1996-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $2,290,000 | 335 |
| 1995-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $2,032,000 | 371 |
| 1994-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,828,000 | 384 |
| 1993-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,630,000 | 426 |
| 1992-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,544,000 | 433 |