Home > WesBanco Bank, Inc. > Fiduciary and Related Services
WesBanco Bank, Inc., Fiduciary and Related Services
| 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 | $6,679,000 | 58 |
| Number of Managed Accounts | $5,406,000 | 46 |
| Number of Non-Managed Accounts | $1,273,000 | 59 |
| Total fiduciary and related assets | $6,400,812,000 | 106 |
| Managed Assets ($) | $4,933,834,000 | 83 |
| Non-managed Assets ($) | $1,466,978,000 | 106 |
| Memoranda | ||
| Gross Fiduciary activities income | $22,902,000 | 103 |
| 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 | $6,682,000 | 57 |
| Number of Managed Accounts | $5,383,000 | 45 |
| Number of Non-Managed Accounts | $1,299,000 | 57 |
| Total fiduciary and related assets | $5,999,903,000 | 105 |
| Managed Assets ($) | $4,605,771,000 | 86 |
| Non-managed Assets ($) | $1,394,132,000 | 109 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,385,000 | 104 |
| 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 | $6,636,000 | 56 |
| Number of Managed Accounts | $5,332,000 | 46 |
| Number of Non-Managed Accounts | $1,304,000 | 55 |
| Total fiduciary and related assets | $5,974,428,000 | 107 |
| Managed Assets ($) | $4,549,787,000 | 86 |
| Non-managed Assets ($) | $1,424,641,000 | 110 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,082,000 | 92 |
| 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 | $6,608,000 | 54 |
| Number of Managed Accounts | $5,308,000 | 45 |
| Number of Non-Managed Accounts | $1,300,000 | 58 |
| Total fiduciary and related assets | $5,727,065,000 | 105 |
| Managed Assets ($) | $4,338,901,000 | 83 |
| Non-managed Assets ($) | $1,388,164,000 | 107 |
| Memoranda | ||
| Gross Fiduciary activities income | $28,134,000 | 93 |
| 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 | $6,580,000 | 56 |
| Number of Managed Accounts | $5,324,000 | 48 |
| Number of Non-Managed Accounts | $1,256,000 | 56 |
| Total fiduciary and related assets | $5,310,923,000 | 107 |
| Managed Assets ($) | $4,035,719,000 | 87 |
| Non-managed Assets ($) | $1,275,204,000 | 107 |
| Memoranda | ||
| Gross Fiduciary activities income | $21,116,000 | 95 |
| 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 | $6,575,000 | 55 |
| Number of Managed Accounts | $5,312,000 | 47 |
| Number of Non-Managed Accounts | $1,263,000 | 55 |
| Total fiduciary and related assets | $5,461,485,000 | 103 |
| Managed Assets ($) | $4,122,907,000 | 84 |
| Non-managed Assets ($) | $1,338,578,000 | 104 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,412,000 | 90 |
| 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 | $6,605,000 | 56 |
| Number of Managed Accounts | $5,354,000 | 47 |
| Number of Non-Managed Accounts | $1,251,000 | 57 |
| Total fiduciary and related assets | $5,348,570,000 | 111 |
| Managed Assets ($) | $4,018,203,000 | 89 |
| Non-managed Assets ($) | $1,330,367,000 | 112 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,494,000 | 92 |
| 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 | $6,564,000 | 57 |
| Number of Managed Accounts | $5,374,000 | 48 |
| Number of Non-Managed Accounts | $1,190,000 | 60 |
| Total fiduciary and related assets | $5,199,882,000 | 111 |
| Managed Assets ($) | $3,877,855,000 | 90 |
| Non-managed Assets ($) | $1,322,027,000 | 112 |
| Memoranda | ||
| Gross Fiduciary activities income | $27,551,000 | 99 |
| 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 | $6,490,000 | 56 |
| Number of Managed Accounts | $5,364,000 | 49 |
| Number of Non-Managed Accounts | $1,126,000 | 57 |
| Total fiduciary and related assets | $4,967,695,000 | 113 |
| Managed Assets ($) | $3,679,038,000 | 89 |
| Non-managed Assets ($) | $1,288,657,000 | 111 |
| Memoranda | ||
| Gross Fiduciary activities income | $20,880,000 | 100 |
| 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 | $6,504,000 | 50 |
| Number of Managed Accounts | $5,392,000 | 45 |
| Number of Non-Managed Accounts | $1,112,000 | 51 |
| Total fiduciary and related assets | $5,284,962,000 | 89 |
| Managed Assets ($) | $3,853,921,000 | 75 |
| Non-managed Assets ($) | $1,431,041,000 | 87 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,362,000 | 77 |
| 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 | $6,502,000 | 49 |
| Number of Managed Accounts | $5,391,000 | 45 |
| Number of Non-Managed Accounts | $1,111,000 | 51 |
| Total fiduciary and related assets | $5,954,402,000 | 88 |
| Managed Assets ($) | $4,341,363,000 | 73 |
| Non-managed Assets ($) | $1,613,039,000 | 87 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,835,000 | 75 |
| 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 | $6,452,000 | 48 |
| Number of Managed Accounts | $5,331,000 | 44 |
| Number of Non-Managed Accounts | $1,121,000 | 52 |
| Total fiduciary and related assets | $6,235,087,000 | 85 |
| Managed Assets ($) | $4,539,708,000 | 69 |
| Non-managed Assets ($) | $1,695,379,000 | 86 |
| Memoranda | ||
| Gross Fiduciary activities income | $29,511,000 | 78 |
| 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 | $6,446,000 | 47 |
| Number of Managed Accounts | $5,323,000 | 44 |
| Number of Non-Managed Accounts | $1,123,000 | 51 |
| Total fiduciary and related assets | $6,042,128,000 | 84 |
| Managed Assets ($) | $4,350,528,000 | 67 |
| Non-managed Assets ($) | $1,691,600,000 | 85 |
| Memoranda | ||
| Gross Fiduciary activities income | $22,069,000 | 77 |
| 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 | $6,456,000 | 46 |
| Number of Managed Accounts | $5,320,000 | 45 |
| Number of Non-Managed Accounts | $1,136,000 | 50 |
| Total fiduciary and related assets | $6,128,969,000 | 83 |
| Managed Assets ($) | $4,402,688,000 | 68 |
| Non-managed Assets ($) | $1,726,281,000 | 85 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,780,000 | 77 |
| 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 | $6,410,000 | 47 |
| Number of Managed Accounts | $5,279,000 | 45 |
| Number of Non-Managed Accounts | $1,131,000 | 52 |
| Total fiduciary and related assets | $5,866,010,000 | 83 |
| Managed Assets ($) | $4,237,044,000 | 69 |
| Non-managed Assets ($) | $1,628,966,000 | 84 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,631,000 | 76 |
| 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 | $6,394,000 | 47 |
| Number of Managed Accounts | $5,275,000 | 44 |
| Number of Non-Managed Accounts | $1,119,000 | 56 |
| Total fiduciary and related assets | $5,647,382,000 | 86 |
| Managed Assets ($) | $4,088,658,000 | 71 |
| Non-managed Assets ($) | $1,558,724,000 | 86 |
| Memoranda | ||
| Gross Fiduciary activities income | $26,335,000 | 80 |
| 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 | $6,403,000 | 46 |
| Number of Managed Accounts | $5,295,000 | 44 |
| Number of Non-Managed Accounts | $1,108,000 | 53 |
| Total fiduciary and related assets | $5,230,415,000 | 85 |
| Managed Assets ($) | $3,779,022,000 | 71 |
| Non-managed Assets ($) | $1,451,393,000 | 86 |
| Memoranda | ||
| Gross Fiduciary activities income | $19,580,000 | 78 |
| 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 | $6,403,000 | 47 |
| Number of Managed Accounts | $5,319,000 | 43 |
| Number of Non-Managed Accounts | $1,084,000 | 53 |
| Total fiduciary and related assets | $5,047,571,000 | 84 |
| Managed Assets ($) | $3,638,626,000 | 71 |
| Non-managed Assets ($) | $1,408,945,000 | 87 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,154,000 | 77 |
| 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 | $6,439,000 | 47 |
| Number of Managed Accounts | $5,367,000 | 43 |
| Number of Non-Managed Accounts | $1,072,000 | 53 |
| Total fiduciary and related assets | $4,562,214,000 | 86 |
| Managed Assets ($) | $3,279,027,000 | 72 |
| Non-managed Assets ($) | $1,283,187,000 | 85 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,952,000 | 75 |
| 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 | $6,594,000 | 47 |
| Number of Managed Accounts | $5,521,000 | 42 |
| Number of Non-Managed Accounts | $1,073,000 | 59 |
| Total fiduciary and related assets | $5,290,787,000 | 82 |
| Managed Assets ($) | $3,821,290,000 | 70 |
| Non-managed Assets ($) | $1,469,497,000 | 87 |
| Memoranda | ||
| Gross Fiduciary activities income | $26,579,000 | 76 |
| 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 | $6,591,000 | 48 |
| Number of Managed Accounts | $5,539,000 | 43 |
| Number of Non-Managed Accounts | $1,052,000 | 60 |
| Total fiduciary and related assets | $5,088,045,000 | 86 |
| Managed Assets ($) | $3,649,944,000 | 71 |
| Non-managed Assets ($) | $1,438,101,000 | 89 |
| Memoranda | ||
| Gross Fiduciary activities income | $19,880,000 | 77 |
| 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 | $6,594,000 | 48 |
| Number of Managed Accounts | $5,564,000 | 41 |
| Number of Non-Managed Accounts | $1,030,000 | 63 |
| Total fiduciary and related assets | $5,095,830,000 | 83 |
| Managed Assets ($) | $3,640,996,000 | 70 |
| Non-managed Assets ($) | $1,454,834,000 | 88 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,454,000 | 77 |
| 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 | $7,371,000 | 45 |
| Number of Managed Accounts | $6,219,000 | 38 |
| Number of Non-Managed Accounts | $1,152,000 | 57 |
| Total fiduciary and related assets | $5,359,833,000 | 76 |
| Managed Assets ($) | $3,871,677,000 | 64 |
| Non-managed Assets ($) | $1,488,156,000 | 88 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,115,000 | 71 |
| 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 | $6,458,000 | 47 |
| Number of Managed Accounts | $5,579,000 | 42 |
| Number of Non-Managed Accounts | $879,000 | 74 |
| Total fiduciary and related assets | $4,680,150,000 | 83 |
| Managed Assets ($) | $3,399,698,000 | 68 |
| Non-managed Assets ($) | $1,280,452,000 | 90 |
| Memoranda | ||
| Gross Fiduciary activities income | $24,623,000 | 79 |
| 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 | $6,406,000 | 46 |
| Number of Managed Accounts | $5,544,000 | 41 |
| Number of Non-Managed Accounts | $862,000 | 69 |
| Total fiduciary and related assets | $5,255,971,000 | 75 |
| Managed Assets ($) | $3,725,791,000 | 66 |
| Non-managed Assets ($) | $1,530,180,000 | 84 |
| Memoranda | ||
| Gross Fiduciary activities income | $18,520,000 | 78 |
| 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 | $5,748,000 | 51 |
| Number of Managed Accounts | $4,855,000 | 45 |
| Number of Non-Managed Accounts | $893,000 | 67 |
| Total fiduciary and related assets | $4,681,233,000 | 86 |
| Managed Assets ($) | $3,327,522,000 | 72 |
| Non-managed Assets ($) | $1,353,711,000 | 90 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,255,000 | 79 |
| 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 | $5,771,000 | 52 |
| Number of Managed Accounts | $4,871,000 | 44 |
| Number of Non-Managed Accounts | $900,000 | 67 |
| Total fiduciary and related assets | $4,710,375,000 | 83 |
| Managed Assets ($) | $3,305,959,000 | 71 |
| Non-managed Assets ($) | $1,404,416,000 | 89 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,503,000 | 74 |
| 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 | $5,739,000 | 54 |
| Number of Managed Accounts | $5,018,000 | 44 |
| Number of Non-Managed Accounts | $721,000 | 84 |
| Total fiduciary and related assets | $4,775,143,000 | 80 |
| Managed Assets ($) | $3,354,359,000 | 69 |
| Non-managed Assets ($) | $1,420,784,000 | 90 |
| Memoranda | ||
| Gross Fiduciary activities income | $22,740,000 | 80 |
| 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 | $5,734,000 | 54 |
| Number of Managed Accounts | $4,999,000 | 44 |
| Number of Non-Managed Accounts | $735,000 | 74 |
| Total fiduciary and related assets | $4,646,448,000 | 81 |
| Managed Assets ($) | $3,264,679,000 | 70 |
| Non-managed Assets ($) | $1,381,769,000 | 89 |
| Memoranda | ||
| Gross Fiduciary activities income | $17,073,000 | 78 |
| 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 | $5,701,000 | 54 |
| Number of Managed Accounts | $4,975,000 | 43 |
| Number of Non-Managed Accounts | $726,000 | 72 |
| Total fiduciary and related assets | $4,523,297,000 | 79 |
| Managed Assets ($) | $3,201,219,000 | 69 |
| Non-managed Assets ($) | $1,322,078,000 | 87 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,716,000 | 74 |
| 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 | $5,765,000 | 54 |
| Number of Managed Accounts | $5,014,000 | 41 |
| Number of Non-Managed Accounts | $751,000 | 71 |
| Total fiduciary and related assets | $4,297,090,000 | 83 |
| Managed Assets ($) | $3,115,106,000 | 67 |
| Non-managed Assets ($) | $1,181,984,000 | 90 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,143,000 | 71 |
| 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 | $5,753,000 | 54 |
| Number of Managed Accounts | $5,000,000 | 40 |
| Number of Non-Managed Accounts | $753,000 | 75 |
| Total fiduciary and related assets | $4,164,538,000 | 83 |
| Managed Assets ($) | $3,032,400,000 | 67 |
| Non-managed Assets ($) | $1,132,138,000 | 91 |
| Memoranda | ||
| Gross Fiduciary activities income | $21,630,000 | 77 |
| 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 | $5,757,000 | 52 |
| Number of Managed Accounts | $5,008,000 | 38 |
| Number of Non-Managed Accounts | $749,000 | 69 |
| Total fiduciary and related assets | $4,145,038,000 | 82 |
| Managed Assets ($) | $3,005,620,000 | 67 |
| Non-managed Assets ($) | $1,139,418,000 | 90 |
| Memoranda | ||
| Gross Fiduciary activities income | $16,160,000 | 77 |
| 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 | $5,756,000 | 51 |
| Number of Managed Accounts | $4,989,000 | 37 |
| Number of Non-Managed Accounts | $767,000 | 69 |
| Total fiduciary and related assets | $4,108,968,000 | 82 |
| Managed Assets ($) | $2,961,162,000 | 68 |
| Non-managed Assets ($) | $1,147,806,000 | 90 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,747,000 | 79 |
| 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 | $5,793,000 | 51 |
| Number of Managed Accounts | $5,002,000 | 37 |
| Number of Non-Managed Accounts | $791,000 | 69 |
| Total fiduciary and related assets | $4,065,586,000 | 81 |
| Managed Assets ($) | $2,919,655,000 | 67 |
| Non-managed Assets ($) | $1,145,931,000 | 91 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,711,000 | 70 |
| 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 | $5,820,000 | 49 |
| Number of Managed Accounts | $5,013,000 | 35 |
| Number of Non-Managed Accounts | $807,000 | 74 |
| Total fiduciary and related assets | $4,106,629,000 | 77 |
| Managed Assets ($) | $2,923,550,000 | 65 |
| Non-managed Assets ($) | $1,183,079,000 | 90 |
| Memoranda | ||
| Gross Fiduciary activities income | $21,900,000 | 75 |
| 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 | $5,873,000 | 48 |
| Number of Managed Accounts | $5,060,000 | 35 |
| Number of Non-Managed Accounts | $813,000 | 68 |
| Total fiduciary and related assets | $3,295,818,000 | 92 |
| Managed Assets ($) | $2,991,691,000 | 62 |
| Non-managed Assets ($) | $304,127,000 | 144 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,852,000 | 96 |
| 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 | $5,695,000 | 49 |
| Number of Managed Accounts | $5,025,000 | 38 |
| Number of Non-Managed Accounts | $670,000 | 76 |
| Total fiduciary and related assets | $3,514,547,000 | 91 |
| Managed Assets ($) | $3,171,421,000 | 65 |
| Non-managed Assets ($) | $343,126,000 | 138 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,309,000 | 93 |
| 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 | $5,718,000 | 51 |
| Number of Managed Accounts | $5,017,000 | 38 |
| Number of Non-Managed Accounts | $701,000 | 76 |
| Total fiduciary and related assets | $3,510,659,000 | 90 |
| Managed Assets ($) | $3,188,055,000 | 63 |
| Non-managed Assets ($) | $322,604,000 | 146 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,459,000 | 89 |
| 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 | $5,715,000 | 52 |
| Number of Managed Accounts | $4,972,000 | 38 |
| Number of Non-Managed Accounts | $743,000 | 81 |
| Total fiduciary and related assets | $3,493,007,000 | 90 |
| Managed Assets ($) | $3,158,070,000 | 62 |
| Non-managed Assets ($) | $334,937,000 | 139 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,809,000 | 95 |
| 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 | $5,683,000 | 49 |
| Number of Managed Accounts | $4,572,000 | 40 |
| Number of Non-Managed Accounts | $1,111,000 | 62 |
| Total fiduciary and related assets | $3,402,537,000 | 91 |
| Managed Assets ($) | $3,048,055,000 | 65 |
| Non-managed Assets ($) | $354,482,000 | 136 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,300,000 | 95 |
| 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 | $5,695,000 | 48 |
| Number of Managed Accounts | $4,585,000 | 37 |
| Number of Non-Managed Accounts | $1,110,000 | 62 |
| Total fiduciary and related assets | $3,441,151,000 | 88 |
| Managed Assets ($) | $3,059,797,000 | 65 |
| Non-managed Assets ($) | $381,354,000 | 129 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,806,000 | 93 |
| 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 | $5,575,000 | 50 |
| Number of Managed Accounts | $4,480,000 | 40 |
| Number of Non-Managed Accounts | $1,095,000 | 67 |
| Total fiduciary and related assets | $3,365,793,000 | 89 |
| Managed Assets ($) | $2,986,273,000 | 66 |
| Non-managed Assets ($) | $379,520,000 | 128 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,149,000 | 90 |
| 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 | $5,557,000 | 50 |
| Number of Managed Accounts | $4,447,000 | 40 |
| Number of Non-Managed Accounts | $1,110,000 | 68 |
| Total fiduciary and related assets | $3,312,030,000 | 88 |
| Managed Assets ($) | $2,947,230,000 | 66 |
| Non-managed Assets ($) | $364,800,000 | 132 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,892,000 | 98 |
| 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 | $5,555,000 | 50 |
| Number of Managed Accounts | $4,466,000 | 40 |
| Number of Non-Managed Accounts | $1,089,000 | 61 |
| Total fiduciary and related assets | $3,134,476,000 | 87 |
| Managed Assets ($) | $2,783,413,000 | 66 |
| Non-managed Assets ($) | $351,063,000 | 130 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,502,000 | 96 |
| 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 | $5,567,000 | 49 |
| Number of Managed Accounts | $4,479,000 | 38 |
| Number of Non-Managed Accounts | $1,088,000 | 63 |
| Total fiduciary and related assets | $3,072,013,000 | 85 |
| Managed Assets ($) | $2,712,231,000 | 66 |
| Non-managed Assets ($) | $359,782,000 | 129 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,085,000 | 95 |
| 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 | $5,530,000 | 49 |
| Number of Managed Accounts | $4,474,000 | 38 |
| Number of Non-Managed Accounts | $1,056,000 | 66 |
| Total fiduciary and related assets | $3,075,596,000 | 86 |
| Managed Assets ($) | $2,724,177,000 | 68 |
| Non-managed Assets ($) | $351,419,000 | 131 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,670,000 | 90 |
| 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 | $5,499,000 | 50 |
| Number of Managed Accounts | $4,419,000 | 38 |
| Number of Non-Managed Accounts | $1,080,000 | 70 |
| Total fiduciary and related assets | $2,878,773,000 | 89 |
| Managed Assets ($) | $2,552,300,000 | 69 |
| Non-managed Assets ($) | $326,473,000 | 130 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,825,000 | 96 |
| 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 | $5,504,000 | 47 |
| Number of Managed Accounts | $4,448,000 | 36 |
| Number of Non-Managed Accounts | $1,056,000 | 62 |
| Total fiduciary and related assets | $2,870,362,000 | 88 |
| Managed Assets ($) | $2,544,580,000 | 68 |
| Non-managed Assets ($) | $325,782,000 | 129 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,497,000 | 95 |
| 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 | $5,522,000 | 50 |
| Number of Managed Accounts | $4,432,000 | 37 |
| Number of Non-Managed Accounts | $1,090,000 | 61 |
| Total fiduciary and related assets | $2,788,815,000 | 88 |
| Managed Assets ($) | $2,469,903,000 | 68 |
| Non-managed Assets ($) | $318,912,000 | 134 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,438,000 | 95 |
| 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 | $5,517,000 | 52 |
| Number of Managed Accounts | $4,465,000 | 38 |
| Number of Non-Managed Accounts | $1,052,000 | 60 |
| Total fiduciary and related assets | $2,808,650,000 | 87 |
| Managed Assets ($) | $2,498,888,000 | 68 |
| Non-managed Assets ($) | $309,762,000 | 131 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,466,000 | 90 |
| 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 | $5,455,000 | 52 |
| Number of Managed Accounts | $4,384,000 | 37 |
| Number of Non-Managed Accounts | $1,071,000 | 64 |
| Total fiduciary and related assets | $2,652,569,000 | 88 |
| Managed Assets ($) | $2,355,700,000 | 68 |
| Non-managed Assets ($) | $296,869,000 | 134 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,131,000 | 84 |
| 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 | $5,475,000 | 53 |
| Number of Managed Accounts | $4,435,000 | 39 |
| Number of Non-Managed Accounts | $1,040,000 | 58 |
| Total fiduciary and related assets | $2,488,054,000 | 92 |
| Managed Assets ($) | $2,212,308,000 | 69 |
| Non-managed Assets ($) | $275,746,000 | 133 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,173,000 | 85 |
| 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 | $5,470,000 | 54 |
| Number of Managed Accounts | $4,466,000 | 39 |
| Number of Non-Managed Accounts | $1,004,000 | 62 |
| Total fiduciary and related assets | $2,703,575,000 | 91 |
| Managed Assets ($) | $2,407,271,000 | 70 |
| Non-managed Assets ($) | $296,304,000 | 131 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,482,000 | 84 |
| 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 | $5,473,000 | 53 |
| Number of Managed Accounts | $4,500,000 | 39 |
| Number of Non-Managed Accounts | $973,000 | 66 |
| Total fiduciary and related assets | $2,709,515,000 | 89 |
| Managed Assets ($) | $2,416,656,000 | 68 |
| Non-managed Assets ($) | $292,859,000 | 137 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,499,000 | 77 |
| 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 | $5,454,000 | 53 |
| Number of Managed Accounts | $4,448,000 | 39 |
| Number of Non-Managed Accounts | $1,006,000 | 73 |
| Total fiduciary and related assets | $2,603,572,000 | 91 |
| Managed Assets ($) | $2,320,820,000 | 70 |
| Non-managed Assets ($) | $282,752,000 | 143 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,242,000 | 85 |
| 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 | $5,428,000 | 50 |
| Number of Managed Accounts | $4,455,000 | 38 |
| Number of Non-Managed Accounts | $973,000 | 69 |
| Total fiduciary and related assets | $2,457,183,000 | 94 |
| Managed Assets ($) | $2,214,756,000 | 70 |
| Non-managed Assets ($) | $242,427,000 | 147 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,094,000 | 86 |
| 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 | $5,440,000 | 50 |
| Number of Managed Accounts | $4,427,000 | 38 |
| Number of Non-Managed Accounts | $1,013,000 | 69 |
| Total fiduciary and related assets | $2,294,754,000 | 96 |
| Managed Assets ($) | $2,068,846,000 | 71 |
| Non-managed Assets ($) | $225,908,000 | 147 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,473,000 | 88 |
| 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 | $5,443,000 | 51 |
| Number of Managed Accounts | $4,435,000 | 36 |
| Number of Non-Managed Accounts | $1,008,000 | 70 |
| Total fiduciary and related assets | $2,429,226,000 | 96 |
| Managed Assets ($) | $2,182,909,000 | 70 |
| Non-managed Assets ($) | $246,317,000 | 151 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,966,000 | 84 |
| 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 | $5,369,000 | 57 |
| Number of Managed Accounts | $4,367,000 | 40 |
| Number of Non-Managed Accounts | $1,002,000 | 79 |
| Total fiduciary and related assets | $2,342,325,000 | 99 |
| Managed Assets ($) | $2,100,431,000 | 74 |
| Non-managed Assets ($) | $241,894,000 | 147 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,900,000 | 93 |
| 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 | $5,392,000 | 55 |
| Number of Managed Accounts | $4,367,000 | 41 |
| Number of Non-Managed Accounts | $1,025,000 | 71 |
| Total fiduciary and related assets | $2,251,813,000 | 102 |
| Managed Assets ($) | $2,008,743,000 | 76 |
| Non-managed Assets ($) | $243,070,000 | 143 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,369,000 | 92 |
| 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 | $5,398,000 | 56 |
| Number of Managed Accounts | $4,347,000 | 43 |
| Number of Non-Managed Accounts | $1,051,000 | 68 |
| Total fiduciary and related assets | $2,073,687,000 | 105 |
| Managed Assets ($) | $1,837,348,000 | 79 |
| Non-managed Assets ($) | $236,339,000 | 142 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,870,000 | 95 |
| 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 | $5,370,000 | 55 |
| Number of Managed Accounts | $4,217,000 | 43 |
| Number of Non-Managed Accounts | $1,153,000 | 61 |
| Total fiduciary and related assets | $1,981,093,000 | 105 |
| Managed Assets ($) | $1,736,932,000 | 78 |
| Non-managed Assets ($) | $244,161,000 | 132 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,509,000 | 91 |
| 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 | $5,340,000 | 57 |
| Number of Managed Accounts | $4,171,000 | 44 |
| Number of Non-Managed Accounts | $1,169,000 | 73 |
| Total fiduciary and related assets | $2,107,164,000 | 108 |
| Managed Assets ($) | $1,852,053,000 | 80 |
| Non-managed Assets ($) | $255,111,000 | 139 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,816,000 | 94 |
| 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 | $5,351,000 | 53 |
| Number of Managed Accounts | $4,338,000 | 43 |
| Number of Non-Managed Accounts | $1,013,000 | 73 |
| Total fiduciary and related assets | $2,244,507,000 | 106 |
| Managed Assets ($) | $1,946,369,000 | 81 |
| Non-managed Assets ($) | $298,138,000 | 138 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,510,000 | 95 |
| 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 | $5,468,000 | 54 |
| Number of Managed Accounts | $4,873,000 | 39 |
| Number of Non-Managed Accounts | $595,000 | 102 |
| Total fiduciary and related assets | $2,419,905,000 | 105 |
| Managed Assets ($) | $2,206,127,000 | 81 |
| Non-managed Assets ($) | $213,778,000 | 170 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,937,000 | 94 |
| 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 | $5,575,000 | 53 |
| Number of Managed Accounts | $5,008,000 | 38 |
| Number of Non-Managed Accounts | $567,000 | 103 |
| Total fiduciary and related assets | $2,429,169,000 | 109 |
| Managed Assets ($) | $2,214,135,000 | 82 |
| Non-managed Assets ($) | $215,034,000 | 173 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,086,000 | 93 |
| 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 | $5,448,000 | 58 |
| Number of Managed Accounts | $4,902,000 | 40 |
| Number of Non-Managed Accounts | $546,000 | 122 |
| Total fiduciary and related assets | $2,524,119,000 | 108 |
| Managed Assets ($) | $2,330,739,000 | 79 |
| Non-managed Assets ($) | $193,380,000 | 184 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,938,000 | 93 |
| 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 | $5,263,000 | 55 |
| Number of Managed Accounts | $4,535,000 | 42 |
| Number of Non-Managed Accounts | $728,000 | 86 |
| Total fiduciary and related assets | $2,567,690,000 | 107 |
| Managed Assets ($) | $2,188,879,000 | 81 |
| Non-managed Assets ($) | $378,811,000 | 138 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,994,000 | 92 |
| 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 | $5,254,000 | 57 |
| Number of Managed Accounts | $4,527,000 | 42 |
| Number of Non-Managed Accounts | $727,000 | 86 |
| Total fiduciary and related assets | $2,498,293,000 | 112 |
| Managed Assets ($) | $2,133,129,000 | 82 |
| Non-managed Assets ($) | $365,164,000 | 147 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,131,000 | 93 |
| 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 | $5,261,000 | 54 |
| Number of Managed Accounts | $4,534,000 | 41 |
| Number of Non-Managed Accounts | $727,000 | 87 |
| Total fiduciary and related assets | $2,428,223,000 | 110 |
| Managed Assets ($) | $2,053,218,000 | 80 |
| Non-managed Assets ($) | $375,005,000 | 143 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,306,000 | 88 |
| 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 | $5,260,000 | 57 |
| Number of Managed Accounts | $4,517,000 | 42 |
| Number of Non-Managed Accounts | $743,000 | 101 |
| Total fiduciary and related assets | $2,431,015,000 | 106 |
| Managed Assets ($) | $2,063,645,000 | 79 |
| Non-managed Assets ($) | $367,370,000 | 142 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,935,000 | 98 |
| 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 | $5,257,000 | 58 |
| Number of Managed Accounts | $4,514,000 | 44 |
| Number of Non-Managed Accounts | $743,000 | 89 |
| Total fiduciary and related assets | $2,343,819,000 | 113 |
| Managed Assets ($) | $1,993,552,000 | 83 |
| Non-managed Assets ($) | $350,267,000 | 145 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,255,000 | 101 |
| 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 | $5,291,000 | 56 |
| Number of Managed Accounts | $4,540,000 | 44 |
| Number of Non-Managed Accounts | $751,000 | 90 |
| Total fiduciary and related assets | $2,278,874,000 | 115 |
| Managed Assets ($) | $1,934,134,000 | 90 |
| Non-managed Assets ($) | $344,740,000 | 151 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,559,000 | 105 |
| 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 | $5,298,000 | 57 |
| Number of Managed Accounts | $4,548,000 | 45 |
| Number of Non-Managed Accounts | $750,000 | 91 |
| Total fiduciary and related assets | $2,351,850,000 | 115 |
| Managed Assets ($) | $1,997,038,000 | 88 |
| Non-managed Assets ($) | $354,812,000 | 153 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,046,000 | 100 |
| 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 | $5,374,000 | 63 |
| Number of Managed Accounts | $4,628,000 | 48 |
| Number of Non-Managed Accounts | $746,000 | 104 |
| Total fiduciary and related assets | $2,289,093,000 | 117 |
| Managed Assets ($) | $1,981,004,000 | 87 |
| Non-managed Assets ($) | $308,089,000 | 162 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,319,000 | 103 |
| 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 | $5,360,000 | 59 |
| Number of Managed Accounts | $4,629,000 | 46 |
| Number of Non-Managed Accounts | $731,000 | 89 |
| Total fiduciary and related assets | $2,295,180,000 | 114 |
| Managed Assets ($) | $1,963,556,000 | 87 |
| Non-managed Assets ($) | $331,624,000 | 156 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,791,000 | 103 |
| 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 | $5,452,000 | 55 |
| Number of Managed Accounts | $4,721,000 | 44 |
| Number of Non-Managed Accounts | $731,000 | 92 |
| Total fiduciary and related assets | $2,261,239,000 | 112 |
| Managed Assets ($) | $1,946,216,000 | 85 |
| Non-managed Assets ($) | $315,023,000 | 153 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,276,000 | 101 |
| 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 | $5,458,000 | 59 |
| Number of Managed Accounts | $4,726,000 | 46 |
| Number of Non-Managed Accounts | $732,000 | 96 |
| Total fiduciary and related assets | $2,298,951,000 | 115 |
| Managed Assets ($) | $1,914,119,000 | 90 |
| Non-managed Assets ($) | $384,832,000 | 148 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,745,000 | 102 |
| 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 | $5,507,000 | 66 |
| Number of Managed Accounts | $4,756,000 | 48 |
| Number of Non-Managed Accounts | $751,000 | 108 |
| Total fiduciary and related assets | $2,357,376,000 | 116 |
| Managed Assets ($) | $1,925,898,000 | 92 |
| Non-managed Assets ($) | $431,478,000 | 150 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,839,000 | 112 |
| 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 | $5,582,000 | 59 |
| Number of Managed Accounts | $4,788,000 | 46 |
| Number of Non-Managed Accounts | $794,000 | 93 |
| Total fiduciary and related assets | $2,253,304,000 | 120 |
| Managed Assets ($) | $1,851,207,000 | 89 |
| Non-managed Assets ($) | $402,097,000 | 151 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,490,000 | 113 |
| 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 | $5,574,000 | 59 |
| Number of Managed Accounts | $4,802,000 | 46 |
| Number of Non-Managed Accounts | $772,000 | 96 |
| Total fiduciary and related assets | $2,236,067,000 | 121 |
| Managed Assets ($) | $1,862,492,000 | 92 |
| Non-managed Assets ($) | $373,575,000 | 158 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,478,000 | 116 |
| 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 | $5,521,000 | 61 |
| Number of Managed Accounts | $4,771,000 | 47 |
| Number of Non-Managed Accounts | $750,000 | 96 |
| Total fiduciary and related assets | $2,240,571,000 | 120 |
| Managed Assets ($) | $1,852,414,000 | 95 |
| Non-managed Assets ($) | $388,157,000 | 151 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,320,000 | 111 |
| 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 | $5,450,000 | 68 |
| Number of Managed Accounts | $4,679,000 | 50 |
| Number of Non-Managed Accounts | $771,000 | 110 |
| Total fiduciary and related assets | $2,313,386,000 | 124 |
| Managed Assets ($) | $2,016,740,000 | 89 |
| Non-managed Assets ($) | $296,646,000 | 169 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,415,000 | 125 |
| 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 | $5,408,000 | 68 |
| Number of Managed Accounts | $4,637,000 | 49 |
| Number of Non-Managed Accounts | $771,000 | 104 |
| Total fiduciary and related assets | $2,078,262,000 | 130 |
| Managed Assets ($) | $1,785,616,000 | 98 |
| Non-managed Assets ($) | $292,646,000 | 172 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,465,000 | 131 |
| 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 | $5,345,000 | 70 |
| Number of Managed Accounts | $4,615,000 | 49 |
| Number of Non-Managed Accounts | $730,000 | 108 |
| Total fiduciary and related assets | $2,016,869,000 | 135 |
| Managed Assets ($) | $1,738,394,000 | 99 |
| Non-managed Assets ($) | $278,475,000 | 176 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,640,000 | 135 |
| 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 | $5,333,000 | 71 |
| Number of Managed Accounts | $4,635,000 | 51 |
| Number of Non-Managed Accounts | $698,000 | 112 |
| Total fiduciary and related assets | $1,868,129,000 | 137 |
| Managed Assets ($) | $1,601,880,000 | 106 |
| Non-managed Assets ($) | $266,249,000 | 183 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,064,000 | 129 |
| 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 | $5,352,000 | 76 |
| Number of Managed Accounts | $4,677,000 | 53 |
| Number of Non-Managed Accounts | $675,000 | 124 |
| Total fiduciary and related assets | $1,874,286,000 | 136 |
| Managed Assets ($) | $1,655,155,000 | 105 |
| Non-managed Assets ($) | $219,131,000 | 198 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,704,000 | 132 |
| 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 | $5,419,000 | 65 |
| Number of Managed Accounts | $4,988,000 | 47 |
| Number of Non-Managed Accounts | $431,000 | 162 |
| Total fiduciary and related assets | $2,303,534,000 | 114 |
| Managed Assets ($) | $2,214,833,000 | 87 |
| Non-managed Assets ($) | $88,701,000 | 259 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,504,000 | 107 |
| 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 | $12,226,000 | 103 |
| 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 | $9,780,000 | 137 |
| 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 | $7,893,000 | 154 |
| 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 | $6,528,000 | 173 |
| 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 | $5,094,000 | 214 |
| 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 | $4,437,000 | 244 |
| 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 | $4,199,000 | 245 |
| 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 | $3,882,000 | 259 |
| 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 | $3,624,000 | 270 |