Home > WOODTRUST BANK > Fiduciary and Related Services
WOODTRUST BANK, Fiduciary and Related Services
| 2023-12-31 | Rank | |
| Fiduciary powers granted | $0 | 1,482 |
| Fiduciary power exercised | $0 | 1,128 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,035 |
| Number of Managed Accounts | $0 | 982 |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | NA | NA |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 981 |
| 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 | $1,369,000 | 184 |
| Number of Managed Accounts | $1,264,000 | 160 |
| Number of Non-Managed Accounts | $105,000 | 191 |
| Total fiduciary and related assets | $4,635,151,000 | 113 |
| Managed Assets ($) | $3,081,169,000 | 103 |
| Non-managed Assets ($) | $1,553,982,000 | 101 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,617,000 | 144 |
| 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 | $1,362,000 | 185 |
| Number of Managed Accounts | $1,256,000 | 158 |
| Number of Non-Managed Accounts | $106,000 | 212 |
| Total fiduciary and related assets | $4,682,831,000 | 109 |
| Managed Assets ($) | $3,096,796,000 | 98 |
| Non-managed Assets ($) | $1,586,035,000 | 98 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,016,000 | 143 |
| 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 | $1,349,000 | 194 |
| Number of Managed Accounts | $1,244,000 | 163 |
| Number of Non-Managed Accounts | $105,000 | 191 |
| Total fiduciary and related assets | $4,313,735,000 | 120 |
| Managed Assets ($) | $2,830,829,000 | 109 |
| Non-managed Assets ($) | $1,482,906,000 | 108 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,454,000 | 147 |
| 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 | $1,326,000 | 199 |
| Number of Managed Accounts | $1,225,000 | 167 |
| Number of Non-Managed Accounts | $101,000 | 259 |
| Total fiduciary and related assets | $4,162,028,000 | 120 |
| Managed Assets ($) | $2,726,839,000 | 113 |
| Non-managed Assets ($) | $1,435,189,000 | 107 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,696,000 | 148 |
| 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 | $1,293,000 | 202 |
| Number of Managed Accounts | $1,193,000 | 172 |
| Number of Non-Managed Accounts | $100,000 | 202 |
| Total fiduciary and related assets | $3,332,615,000 | 137 |
| Managed Assets ($) | $1,949,866,000 | 131 |
| Non-managed Assets ($) | $1,382,749,000 | 108 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,294,000 | 149 |
| 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 | $1,289,000 | 184 |
| Number of Managed Accounts | $1,190,000 | 157 |
| Number of Non-Managed Accounts | $99,000 | 196 |
| Total fiduciary and related assets | $3,349,764,000 | 115 |
| Managed Assets ($) | $1,950,260,000 | 112 |
| Non-managed Assets ($) | $1,399,504,000 | 88 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,873,000 | 123 |
| 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 | $1,273,000 | 183 |
| Number of Managed Accounts | $1,173,000 | 157 |
| Number of Non-Managed Accounts | $100,000 | 180 |
| Total fiduciary and related assets | $3,551,876,000 | 114 |
| Managed Assets ($) | $2,055,717,000 | 116 |
| Non-managed Assets ($) | $1,496,159,000 | 90 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,464,000 | 123 |
| 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 | $1,262,000 | 188 |
| Number of Managed Accounts | $1,163,000 | 160 |
| Number of Non-Managed Accounts | $99,000 | 244 |
| Total fiduciary and related assets | $3,659,314,000 | 114 |
| Managed Assets ($) | $2,022,350,000 | 120 |
| Non-managed Assets ($) | $1,636,964,000 | 88 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,155,000 | 125 |
| 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 | $1,266,000 | 185 |
| Number of Managed Accounts | $1,165,000 | 160 |
| Number of Non-Managed Accounts | $101,000 | 181 |
| Total fiduciary and related assets | $3,574,785,000 | 116 |
| Managed Assets ($) | $2,803,960,000 | 96 |
| Non-managed Assets ($) | $770,825,000 | 115 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,692,000 | 127 |
| 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 | $1,252,000 | 190 |
| Number of Managed Accounts | $1,153,000 | 165 |
| Number of Non-Managed Accounts | $99,000 | 194 |
| Total fiduciary and related assets | $2,852,681,000 | 126 |
| Managed Assets ($) | $2,074,518,000 | 118 |
| Non-managed Assets ($) | $778,163,000 | 112 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,352,000 | 127 |
| 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 | $1,215,000 | 189 |
| Number of Managed Accounts | $1,113,000 | 167 |
| Number of Non-Managed Accounts | $102,000 | 183 |
| Total fiduciary and related assets | $2,226,624,000 | 141 |
| Managed Assets ($) | $1,490,260,000 | 142 |
| Non-managed Assets ($) | $736,364,000 | 111 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,138,000 | 129 |
| 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 | $1,200,000 | 195 |
| Number of Managed Accounts | $1,095,000 | 171 |
| Number of Non-Managed Accounts | $105,000 | 243 |
| Total fiduciary and related assets | $2,139,644,000 | 145 |
| Managed Assets ($) | $1,416,027,000 | 147 |
| Non-managed Assets ($) | $723,617,000 | 112 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,140,000 | 131 |
| 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 | $1,184,000 | 189 |
| Number of Managed Accounts | $1,080,000 | 167 |
| Number of Non-Managed Accounts | $104,000 | 179 |
| Total fiduciary and related assets | $1,893,601,000 | 145 |
| Managed Assets ($) | $1,265,259,000 | 149 |
| Non-managed Assets ($) | $628,342,000 | 115 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,204,000 | 131 |
| 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 | $1,177,000 | 194 |
| Number of Managed Accounts | $1,072,000 | 177 |
| Number of Non-Managed Accounts | $105,000 | 190 |
| Total fiduciary and related assets | $1,822,690,000 | 147 |
| Managed Assets ($) | $1,224,180,000 | 151 |
| Non-managed Assets ($) | $598,510,000 | 115 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,408,000 | 131 |
| 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 | $1,188,000 | 190 |
| Number of Managed Accounts | $1,083,000 | 168 |
| Number of Non-Managed Accounts | $105,000 | 183 |
| Total fiduciary and related assets | $1,604,482,000 | 148 |
| Managed Assets ($) | $1,087,983,000 | 152 |
| Non-managed Assets ($) | $516,499,000 | 119 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,734,000 | 136 |
| 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 | $1,173,000 | 200 |
| Number of Managed Accounts | $1,069,000 | 174 |
| Number of Non-Managed Accounts | $104,000 | 257 |
| Total fiduciary and related assets | $1,858,881,000 | 146 |
| Managed Assets ($) | $1,238,489,000 | 158 |
| Non-managed Assets ($) | $620,392,000 | 115 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,363,000 | 136 |
| 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 | $1,153,000 | 193 |
| Number of Managed Accounts | $1,051,000 | 172 |
| Number of Non-Managed Accounts | $102,000 | 187 |
| Total fiduciary and related assets | $1,778,365,000 | 148 |
| Managed Assets ($) | $1,194,955,000 | 155 |
| Non-managed Assets ($) | $583,410,000 | 117 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,685,000 | 139 |
| 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 | $1,148,000 | 192 |
| Number of Managed Accounts | $1,040,000 | 178 |
| Number of Non-Managed Accounts | $108,000 | 189 |
| Total fiduciary and related assets | $1,773,035,000 | 148 |
| Managed Assets ($) | $1,184,475,000 | 153 |
| Non-managed Assets ($) | $588,560,000 | 116 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,061,000 | 142 |
| 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 | $1,132,000 | 195 |
| Number of Managed Accounts | $1,023,000 | 179 |
| Number of Non-Managed Accounts | $109,000 | 195 |
| Total fiduciary and related assets | $1,705,768,000 | 153 |
| Managed Assets ($) | $1,131,925,000 | 156 |
| Non-managed Assets ($) | $573,843,000 | 116 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,466,000 | 143 |
| 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 | $1,114,000 | 203 |
| Number of Managed Accounts | $1,010,000 | 184 |
| Number of Non-Managed Accounts | $104,000 | 255 |
| Total fiduciary and related assets | $1,560,107,000 | 152 |
| Managed Assets ($) | $1,051,210,000 | 155 |
| Non-managed Assets ($) | $508,897,000 | 125 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,946,000 | 142 |
| 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 | $1,114,000 | 193 |
| Number of Managed Accounts | $1,009,000 | 182 |
| Number of Non-Managed Accounts | $105,000 | 193 |
| Total fiduciary and related assets | $1,684,963,000 | 150 |
| Managed Assets ($) | $1,116,723,000 | 154 |
| Non-managed Assets ($) | $568,240,000 | 119 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,423,000 | 140 |
| 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 | $1,118,000 | 197 |
| Number of Managed Accounts | $1,013,000 | 180 |
| Number of Non-Managed Accounts | $105,000 | 194 |
| Total fiduciary and related assets | $1,644,571,000 | 150 |
| Managed Assets ($) | $1,095,839,000 | 151 |
| Non-managed Assets ($) | $548,732,000 | 121 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,920,000 | 141 |
| 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 | $1,122,000 | 197 |
| Number of Managed Accounts | $995,000 | 182 |
| Number of Non-Managed Accounts | $127,000 | 187 |
| Total fiduciary and related assets | $1,659,477,000 | 151 |
| Managed Assets ($) | $1,090,243,000 | 149 |
| Non-managed Assets ($) | $569,234,000 | 119 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,445,000 | 145 |
| 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 | $1,131,000 | 203 |
| Number of Managed Accounts | $998,000 | 178 |
| Number of Non-Managed Accounts | $133,000 | 230 |
| Total fiduciary and related assets | $1,748,074,000 | 146 |
| Managed Assets ($) | $1,097,948,000 | 149 |
| Non-managed Assets ($) | $650,126,000 | 113 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,218,000 | 140 |
| 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 | $1,111,000 | 200 |
| Number of Managed Accounts | $979,000 | 180 |
| Number of Non-Managed Accounts | $132,000 | 179 |
| Total fiduciary and related assets | $1,694,174,000 | 147 |
| Managed Assets ($) | $1,055,000,000 | 147 |
| Non-managed Assets ($) | $639,174,000 | 111 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,753,000 | 141 |
| 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 | $1,108,000 | 195 |
| Number of Managed Accounts | $974,000 | 178 |
| Number of Non-Managed Accounts | $134,000 | 173 |
| Total fiduciary and related assets | $1,604,133,000 | 146 |
| Managed Assets ($) | $1,016,555,000 | 146 |
| Non-managed Assets ($) | $587,578,000 | 112 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,419,000 | 143 |
| 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 | $1,086,000 | 199 |
| Number of Managed Accounts | $952,000 | 179 |
| Number of Non-Managed Accounts | $134,000 | 171 |
| Total fiduciary and related assets | $1,553,076,000 | 145 |
| Managed Assets ($) | $978,647,000 | 148 |
| Non-managed Assets ($) | $574,429,000 | 113 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,156,000 | 143 |
| 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 | $1,089,000 | 200 |
| Number of Managed Accounts | $957,000 | 176 |
| Number of Non-Managed Accounts | $132,000 | 238 |
| Total fiduciary and related assets | $1,487,315,000 | 145 |
| Managed Assets ($) | $954,911,000 | 148 |
| Non-managed Assets ($) | $532,404,000 | 116 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,614,000 | 136 |
| 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 | $1,098,000 | 198 |
| Number of Managed Accounts | $964,000 | 173 |
| Number of Non-Managed Accounts | $134,000 | 179 |
| Total fiduciary and related assets | $1,493,558,000 | 144 |
| Managed Assets ($) | $947,834,000 | 151 |
| Non-managed Assets ($) | $545,724,000 | 113 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,358,000 | 138 |
| 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 | $1,103,000 | 199 |
| Number of Managed Accounts | $968,000 | 175 |
| Number of Non-Managed Accounts | $135,000 | 181 |
| Total fiduciary and related assets | $1,452,096,000 | 141 |
| Managed Assets ($) | $924,940,000 | 154 |
| Non-managed Assets ($) | $527,156,000 | 115 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,216,000 | 139 |
| 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 | $1,113,000 | 193 |
| Number of Managed Accounts | $976,000 | 174 |
| Number of Non-Managed Accounts | $137,000 | 178 |
| Total fiduciary and related assets | $1,439,845,000 | 143 |
| Managed Assets ($) | $914,589,000 | 153 |
| Non-managed Assets ($) | $525,256,000 | 114 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,064,000 | 136 |
| 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 | $1,121,000 | 202 |
| Number of Managed Accounts | $981,000 | 169 |
| Number of Non-Managed Accounts | $140,000 | 236 |
| Total fiduciary and related assets | $1,421,502,000 | 145 |
| Managed Assets ($) | $907,463,000 | 152 |
| Non-managed Assets ($) | $514,039,000 | 111 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,445,000 | 139 |
| 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 | $1,120,000 | 194 |
| Number of Managed Accounts | $977,000 | 169 |
| Number of Non-Managed Accounts | $143,000 | 177 |
| Total fiduciary and related assets | $1,424,062,000 | 143 |
| Managed Assets ($) | $934,805,000 | 145 |
| Non-managed Assets ($) | $489,257,000 | 114 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,297,000 | 143 |
| 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 | $1,130,000 | 193 |
| Number of Managed Accounts | $980,000 | 171 |
| Number of Non-Managed Accounts | $150,000 | 170 |
| Total fiduciary and related assets | $1,493,742,000 | 145 |
| Managed Assets ($) | $975,961,000 | 148 |
| Non-managed Assets ($) | $517,781,000 | 118 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,158,000 | 148 |
| 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 | $1,126,000 | 192 |
| Number of Managed Accounts | $980,000 | 167 |
| Number of Non-Managed Accounts | $146,000 | 179 |
| Total fiduciary and related assets | $1,551,254,000 | 143 |
| Managed Assets ($) | $1,029,905,000 | 142 |
| Non-managed Assets ($) | $521,349,000 | 120 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,004,000 | 150 |
| 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 | $1,117,000 | 197 |
| Number of Managed Accounts | $971,000 | 172 |
| Number of Non-Managed Accounts | $146,000 | 239 |
| Total fiduciary and related assets | $1,390,317,000 | 150 |
| Managed Assets ($) | $866,788,000 | 158 |
| Non-managed Assets ($) | $523,529,000 | 120 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,678,000 | 153 |
| 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 | $1,107,000 | 190 |
| Number of Managed Accounts | $968,000 | 170 |
| Number of Non-Managed Accounts | $139,000 | 175 |
| Total fiduciary and related assets | $1,339,758,000 | 150 |
| Managed Assets ($) | $833,879,000 | 156 |
| Non-managed Assets ($) | $505,879,000 | 117 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,759,000 | 149 |
| 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 | $1,105,000 | 194 |
| Number of Managed Accounts | $962,000 | 173 |
| Number of Non-Managed Accounts | $143,000 | 168 |
| Total fiduciary and related assets | $1,355,117,000 | 148 |
| Managed Assets ($) | $840,572,000 | 155 |
| Non-managed Assets ($) | $514,545,000 | 116 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,810,000 | 150 |
| 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 | $1,094,000 | 198 |
| Number of Managed Accounts | $944,000 | 177 |
| Number of Non-Managed Accounts | $150,000 | 169 |
| Total fiduciary and related assets | $1,335,816,000 | 150 |
| Managed Assets ($) | $815,057,000 | 154 |
| Non-managed Assets ($) | $520,759,000 | 114 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,854,000 | 149 |
| 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 | $1,093,000 | 205 |
| Number of Managed Accounts | $938,000 | 178 |
| Number of Non-Managed Accounts | $155,000 | 232 |
| Total fiduciary and related assets | $1,305,438,000 | 149 |
| Managed Assets ($) | $794,958,000 | 157 |
| Non-managed Assets ($) | $510,480,000 | 117 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,891,000 | 148 |
| 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 | $1,087,000 | 191 |
| Number of Managed Accounts | $925,000 | 171 |
| Number of Non-Managed Accounts | $162,000 | 163 |
| Total fiduciary and related assets | $1,226,750,000 | 150 |
| Managed Assets ($) | $748,546,000 | 156 |
| Non-managed Assets ($) | $478,204,000 | 117 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,102,000 | 148 |
| 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 | $1,081,000 | 189 |
| Number of Managed Accounts | $918,000 | 170 |
| Number of Non-Managed Accounts | $163,000 | 168 |
| Total fiduciary and related assets | $1,166,680,000 | 153 |
| Managed Assets ($) | $715,529,000 | 158 |
| Non-managed Assets ($) | $451,151,000 | 115 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,381,000 | 148 |
| 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 | $1,066,000 | 197 |
| Number of Managed Accounts | $904,000 | 170 |
| Number of Non-Managed Accounts | $162,000 | 170 |
| Total fiduciary and related assets | $1,136,797,000 | 151 |
| Managed Assets ($) | $703,839,000 | 161 |
| Non-managed Assets ($) | $432,958,000 | 121 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,718,000 | 148 |
| 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 | $1,073,000 | 200 |
| Number of Managed Accounts | $915,000 | 169 |
| Number of Non-Managed Accounts | $158,000 | 241 |
| Total fiduciary and related assets | $1,061,961,000 | 154 |
| Managed Assets ($) | $671,971,000 | 162 |
| Non-managed Assets ($) | $389,990,000 | 125 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,709,000 | 159 |
| 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 | $1,070,000 | 186 |
| Number of Managed Accounts | $910,000 | 163 |
| Number of Non-Managed Accounts | $160,000 | 164 |
| Total fiduciary and related assets | $1,021,544,000 | 155 |
| Managed Assets ($) | $639,203,000 | 164 |
| Non-managed Assets ($) | $382,341,000 | 122 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,237,000 | 156 |
| 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 | $1,077,000 | 186 |
| Number of Managed Accounts | $915,000 | 160 |
| Number of Non-Managed Accounts | $162,000 | 164 |
| Total fiduciary and related assets | $992,625,000 | 155 |
| Managed Assets ($) | $621,927,000 | 158 |
| Non-managed Assets ($) | $370,698,000 | 126 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,070,000 | 155 |
| 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 | $1,079,000 | 188 |
| Number of Managed Accounts | $915,000 | 161 |
| Number of Non-Managed Accounts | $164,000 | 162 |
| Total fiduciary and related assets | $1,012,175,000 | 151 |
| Managed Assets ($) | $630,871,000 | 160 |
| Non-managed Assets ($) | $381,304,000 | 119 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,591,000 | 150 |
| 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 | $1,090,000 | 199 |
| Number of Managed Accounts | $929,000 | 162 |
| Number of Non-Managed Accounts | $161,000 | 236 |
| Total fiduciary and related assets | $952,317,000 | 152 |
| Managed Assets ($) | $599,161,000 | 158 |
| Non-managed Assets ($) | $353,156,000 | 123 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,793,000 | 133 |
| 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 | $1,081,000 | 187 |
| Number of Managed Accounts | $919,000 | 156 |
| Number of Non-Managed Accounts | $162,000 | 168 |
| Total fiduciary and related assets | $917,332,000 | 156 |
| Managed Assets ($) | $571,491,000 | 163 |
| Non-managed Assets ($) | $345,841,000 | 122 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,400,000 | 134 |
| 2011-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,081,000 | 190 |
| Number of Managed Accounts | $918,000 | 158 |
| Number of Non-Managed Accounts | $163,000 | 171 |
| Total fiduciary and related assets | $997,775,000 | 153 |
| Managed Assets ($) | $610,720,000 | 160 |
| Non-managed Assets ($) | $387,055,000 | 119 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,900,000 | 137 |
| 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 | $1,099,000 | 188 |
| Number of Managed Accounts | $935,000 | 153 |
| Number of Non-Managed Accounts | $164,000 | 175 |
| Total fiduciary and related assets | $985,997,000 | 156 |
| Managed Assets ($) | $604,163,000 | 161 |
| Non-managed Assets ($) | $381,834,000 | 120 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,439,000 | 136 |
| 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 | $1,111,000 | 196 |
| Number of Managed Accounts | $942,000 | 160 |
| Number of Non-Managed Accounts | $169,000 | 244 |
| Total fiduciary and related assets | $951,319,000 | 161 |
| Managed Assets ($) | $572,933,000 | 164 |
| Non-managed Assets ($) | $378,386,000 | 121 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,144,000 | 142 |
| 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 | $1,119,000 | 179 |
| Number of Managed Accounts | $951,000 | 152 |
| Number of Non-Managed Accounts | $168,000 | 174 |
| Total fiduciary and related assets | $900,774,000 | 163 |
| Managed Assets ($) | $541,570,000 | 165 |
| Non-managed Assets ($) | $359,204,000 | 120 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,792,000 | 139 |
| 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 | $1,110,000 | 182 |
| Number of Managed Accounts | $943,000 | 151 |
| Number of Non-Managed Accounts | $167,000 | 172 |
| Total fiduciary and related assets | $830,074,000 | 160 |
| Managed Assets ($) | $518,687,000 | 164 |
| Non-managed Assets ($) | $311,387,000 | 123 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,524,000 | 140 |
| 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 | $1,119,000 | 180 |
| Number of Managed Accounts | $1,045,000 | 140 |
| Number of Non-Managed Accounts | $74,000 | 234 |
| Total fiduciary and related assets | $876,557,000 | 163 |
| Managed Assets ($) | $792,763,000 | 135 |
| Non-managed Assets ($) | $83,794,000 | 230 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,239,000 | 144 |
| 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 | $1,117,000 | 195 |
| Number of Managed Accounts | $1,069,000 | 143 |
| Number of Non-Managed Accounts | $48,000 | 539 |
| Total fiduciary and related assets | $855,290,000 | 166 |
| Managed Assets ($) | $818,400,000 | 131 |
| Non-managed Assets ($) | $36,890,000 | 370 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,529,000 | 153 |
| 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 | $1,122,000 | 182 |
| Number of Managed Accounts | $1,070,000 | 137 |
| Number of Non-Managed Accounts | $52,000 | 252 |
| Total fiduciary and related assets | $832,228,000 | 169 |
| Managed Assets ($) | $795,564,000 | 132 |
| Non-managed Assets ($) | $36,664,000 | 269 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,265,000 | 153 |
| 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 | $1,138,000 | 182 |
| Number of Managed Accounts | $1,092,000 | 142 |
| Number of Non-Managed Accounts | $46,000 | 270 |
| Total fiduciary and related assets | $747,664,000 | 176 |
| Managed Assets ($) | $715,256,000 | 139 |
| Non-managed Assets ($) | $32,408,000 | 280 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,088,000 | 157 |
| 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 | $1,212,000 | 174 |
| Number of Managed Accounts | $1,163,000 | 135 |
| Number of Non-Managed Accounts | $49,000 | 265 |
| Total fiduciary and related assets | $692,046,000 | 177 |
| Managed Assets ($) | $664,042,000 | 144 |
| Non-managed Assets ($) | $28,004,000 | 283 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,007,000 | 159 |
| 2008-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,723 |
| Fiduciary or related activity | $0 | 1,634 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,622 |
| Number of Managed Accounts | $0 | 1,520 |
| Number of Non-Managed Accounts | $0 | 1,251 |
| Total fiduciary and related assets | $0 | 1,618 |
| Managed Assets ($) | $0 | 1,519 |
| Non-managed Assets ($) | $0 | 1,241 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,441 |
| 2008-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,749 |
| Fiduciary or related activity | $0 | 1,659 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 441 |
| Number of Managed Accounts | $0 | 419 |
| Number of Non-Managed Accounts | $0 | 421 |
| Total fiduciary and related assets | $0 | 440 |
| Managed Assets ($) | $0 | 419 |
| Non-managed Assets ($) | $0 | 420 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,405 |
| 2008-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,767 |
| Fiduciary or related activity | $0 | 1,672 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 450 |
| Number of Managed Accounts | $0 | 425 |
| Number of Non-Managed Accounts | $0 | 427 |
| Total fiduciary and related assets | $0 | 449 |
| Managed Assets ($) | $0 | 425 |
| Non-managed Assets ($) | $0 | 426 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,395 |
| 2008-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,777 |
| Fiduciary or related activity | $0 | 1,684 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 460 |
| Number of Managed Accounts | $0 | 434 |
| Number of Non-Managed Accounts | $0 | 433 |
| Total fiduciary and related assets | $0 | 459 |
| Managed Assets ($) | $0 | 434 |
| Non-managed Assets ($) | $0 | 431 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,326 |
| 2007-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,786 |
| Fiduciary or related activity | $0 | 1,696 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,688 |
| Number of Managed Accounts | $0 | 1,582 |
| Number of Non-Managed Accounts | $0 | 1,300 |
| Total fiduciary and related assets | $0 | 1,685 |
| Managed Assets ($) | $0 | 1,581 |
| Non-managed Assets ($) | $0 | 1,291 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,498 |
| 2007-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,805 |
| Fiduciary or related activity | $0 | 1,715 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 444 |
| Number of Managed Accounts | $0 | 421 |
| Number of Non-Managed Accounts | $0 | 417 |
| Total fiduciary and related assets | $0 | 443 |
| Managed Assets ($) | $0 | 421 |
| Non-managed Assets ($) | $0 | 416 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,458 |
| 2007-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,809 |
| Fiduciary or related activity | $0 | 1,721 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 450 |
| Number of Managed Accounts | $0 | 427 |
| Number of Non-Managed Accounts | $0 | 422 |
| Total fiduciary and related assets | $0 | 449 |
| Managed Assets ($) | $0 | 427 |
| Non-managed Assets ($) | $0 | 421 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,429 |
| 2007-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,815 |
| Fiduciary or related activity | $0 | 1,720 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 451 |
| Number of Managed Accounts | $0 | 427 |
| Number of Non-Managed Accounts | $0 | 425 |
| Total fiduciary and related assets | $0 | 450 |
| Managed Assets ($) | $0 | 427 |
| Non-managed Assets ($) | $0 | 424 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,355 |
| 2006-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,827 |
| Fiduciary or related activity | $0 | 1,740 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,733 |
| Number of Managed Accounts | $0 | 1,625 |
| Number of Non-Managed Accounts | $0 | 1,332 |
| Total fiduciary and related assets | $0 | 1,730 |
| Managed Assets ($) | $0 | 1,624 |
| Non-managed Assets ($) | $0 | 1,321 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,523 |
| 2006-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,839 |
| Fiduciary or related activity | $0 | 1,758 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 432 |
| Number of Managed Accounts | $0 | 409 |
| Number of Non-Managed Accounts | $0 | 409 |
| Total fiduciary and related assets | $0 | 431 |
| Managed Assets ($) | $0 | 409 |
| Non-managed Assets ($) | $0 | 408 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,468 |
| 2006-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,855 |
| Fiduciary or related activity | $0 | 1,774 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 435 |
| Number of Managed Accounts | $0 | 413 |
| Number of Non-Managed Accounts | $0 | 412 |
| Total fiduciary and related assets | $0 | 434 |
| Managed Assets ($) | $0 | 413 |
| Non-managed Assets ($) | $0 | 411 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,458 |
| 2006-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,863 |
| Fiduciary or related activity | $0 | 1,786 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 458 |
| Number of Managed Accounts | $0 | 437 |
| Number of Non-Managed Accounts | $0 | 423 |
| Total fiduciary and related assets | $0 | 457 |
| Managed Assets ($) | $0 | 437 |
| Non-managed Assets ($) | $0 | 422 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,380 |
| 2005-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,867 |
| Fiduciary or related activity | $0 | 1,792 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,788 |
| Number of Managed Accounts | $0 | 1,678 |
| Number of Non-Managed Accounts | $0 | 1,373 |
| Total fiduciary and related assets | $0 | 1,786 |
| Managed Assets ($) | $0 | 1,677 |
| Non-managed Assets ($) | $0 | 1,365 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,557 |
| 2005-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,877 |
| Fiduciary or related activity | $0 | 1,783 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 444 |
| Number of Managed Accounts | $0 | 422 |
| Number of Non-Managed Accounts | $0 | 414 |
| Total fiduciary and related assets | $0 | 443 |
| Managed Assets ($) | $0 | 423 |
| Non-managed Assets ($) | $0 | 412 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,504 |
| 2005-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,881 |
| Fiduciary or related activity | $0 | 1,792 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 460 |
| Number of Managed Accounts | $0 | 435 |
| Number of Non-Managed Accounts | $0 | 431 |
| Total fiduciary and related assets | $0 | 458 |
| Managed Assets ($) | $0 | 435 |
| Non-managed Assets ($) | $0 | 429 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,480 |
| 2005-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,895 |
| Fiduciary or related activity | $0 | 1,801 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 465 |
| Number of Managed Accounts | $0 | 438 |
| Number of Non-Managed Accounts | $0 | 433 |
| Total fiduciary and related assets | $0 | 463 |
| Managed Assets ($) | $0 | 438 |
| Non-managed Assets ($) | $0 | 431 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,418 |
| 2004-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,898 |
| Fiduciary or related activity | $0 | 1,821 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,812 |
| Number of Managed Accounts | $0 | 1,698 |
| Number of Non-Managed Accounts | $0 | 1,368 |
| Total fiduciary and related assets | $0 | 1,810 |
| Managed Assets ($) | $0 | 1,698 |
| Non-managed Assets ($) | $0 | 1,358 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,582 |
| 2004-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,908 |
| Fiduciary or related activity | $0 | 1,824 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 453 |
| Number of Managed Accounts | $0 | 424 |
| Number of Non-Managed Accounts | $0 | 423 |
| Total fiduciary and related assets | $0 | 451 |
| Managed Assets ($) | $0 | 424 |
| Non-managed Assets ($) | $0 | 421 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,547 |
| 2004-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,920 |
| Fiduciary or related activity | $0 | 1,840 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 462 |
| Number of Managed Accounts | $0 | 429 |
| Number of Non-Managed Accounts | $0 | 432 |
| Total fiduciary and related assets | $0 | 459 |
| Managed Assets ($) | $0 | 429 |
| Non-managed Assets ($) | $0 | 429 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,518 |
| 2004-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,930 |
| Fiduciary or related activity | $0 | 1,848 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 473 |
| Number of Managed Accounts | $0 | 438 |
| Number of Non-Managed Accounts | $0 | 438 |
| Total fiduciary and related assets | $0 | 471 |
| Managed Assets ($) | $0 | 438 |
| Non-managed Assets ($) | $0 | 436 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,441 |
| 2003-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,948 |
| Fiduciary or related activity | $0 | 1,873 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,865 |
| Number of Managed Accounts | $0 | 1,742 |
| Number of Non-Managed Accounts | $0 | 1,417 |
| Total fiduciary and related assets | $0 | 1,862 |
| Managed Assets ($) | $0 | 1,742 |
| Non-managed Assets ($) | $0 | 1,404 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,641 |
| 2003-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,971 |
| Fiduciary or related activity | $0 | 1,895 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 473 |
| Number of Managed Accounts | $0 | 442 |
| Number of Non-Managed Accounts | $0 | 446 |
| Total fiduciary and related assets | $0 | 472 |
| Managed Assets ($) | $0 | 442 |
| Non-managed Assets ($) | $0 | 445 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,599 |
| 2003-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,985 |
| Fiduciary or related activity | $0 | 1,908 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 474 |
| Number of Managed Accounts | $0 | 446 |
| Number of Non-Managed Accounts | $0 | 448 |
| Total fiduciary and related assets | $0 | 473 |
| Managed Assets ($) | $0 | 446 |
| Non-managed Assets ($) | $0 | 447 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,577 |
| 2003-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 2,011 |
| Fiduciary or related activity | $0 | 1,921 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 491 |
| Number of Managed Accounts | $0 | 461 |
| Number of Non-Managed Accounts | $0 | 460 |
| Total fiduciary and related assets | $0 | 490 |
| Managed Assets ($) | $0 | 461 |
| Non-managed Assets ($) | $0 | 458 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,504 |
| 2002-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 2,027 |
| Fiduciary or related activity | $0 | 1,927 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,919 |
| Number of Managed Accounts | $0 | 1,796 |
| Number of Non-Managed Accounts | $0 | 1,465 |
| Total fiduciary and related assets | $0 | 1,916 |
| Managed Assets ($) | $0 | 1,796 |
| Non-managed Assets ($) | $0 | 1,452 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,713 |
| 2001-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 2 |
| Fiduciary power exercised | $0 | 1,948 |
| Fiduciary or related activity | $0 | 1,876 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,869 |
| Number of Managed Accounts | $0 | 1,766 |
| Number of Non-Managed Accounts | $0 | 1,385 |
| Total fiduciary and related assets | $0 | 1,865 |
| Managed Assets ($) | $0 | 1,766 |
| Non-managed Assets ($) | $0 | 1,377 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,731 |
| 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 | $0 | 1,332 |
| 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 | $0 | 1,380 |
| 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 | $0 | 1,398 |
| 1997-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,450 |
| 1996-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,526 |
| 1995-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,590 |
| 1994-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,599 |
| 1993-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,630 |
| 1992-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,658 |