Home > Berkshire Bank > Fiduciary and Related Services
Berkshire Bank, Fiduciary and Related Services
| 2023-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 4 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,374,000 | 190 |
| Number of Managed Accounts | $1,302,000 | 158 |
| Number of Non-Managed Accounts | $72,000 | 308 |
| Total fiduciary and related assets | $912,547,000 | 263 |
| Managed Assets ($) | $895,360,000 | 224 |
| Non-managed Assets ($) | $17,187,000 | 469 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,625,000 | 229 |
| 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 | $1,406,000 | 179 |
| Number of Managed Accounts | $1,317,000 | 156 |
| Number of Non-Managed Accounts | $89,000 | 204 |
| Total fiduciary and related assets | $862,356,000 | 255 |
| Managed Assets ($) | $840,644,000 | 224 |
| Non-managed Assets ($) | $21,712,000 | 305 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,824,000 | 235 |
| 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 | $1,441,000 | 174 |
| Number of Managed Accounts | $1,330,000 | 149 |
| Number of Non-Managed Accounts | $111,000 | 203 |
| Total fiduciary and related assets | $886,941,000 | 257 |
| Managed Assets ($) | $854,516,000 | 221 |
| Non-managed Assets ($) | $32,425,000 | 338 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,232,000 | 228 |
| 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 | $1,439,000 | 178 |
| Number of Managed Accounts | $1,335,000 | 156 |
| Number of Non-Managed Accounts | $104,000 | 195 |
| Total fiduciary and related assets | $915,463,000 | 254 |
| Managed Assets ($) | $864,337,000 | 226 |
| Non-managed Assets ($) | $51,126,000 | 274 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,575,000 | 238 |
| 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 | $1,435,000 | 183 |
| Number of Managed Accounts | $1,341,000 | 159 |
| Number of Non-Managed Accounts | $94,000 | 270 |
| Total fiduciary and related assets | $782,468,000 | 279 |
| Managed Assets ($) | $742,684,000 | 249 |
| Non-managed Assets ($) | $39,784,000 | 381 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,277,000 | 243 |
| 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 | $1,419,000 | 182 |
| Number of Managed Accounts | $1,352,000 | 153 |
| Number of Non-Managed Accounts | $67,000 | 234 |
| Total fiduciary and related assets | $702,463,000 | 275 |
| Managed Assets ($) | $680,341,000 | 250 |
| Non-managed Assets ($) | $22,122,000 | 321 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,922,000 | 238 |
| 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 | $1,403,000 | 163 |
| Number of Managed Accounts | $1,329,000 | 142 |
| Number of Non-Managed Accounts | $74,000 | 218 |
| Total fiduciary and related assets | $724,310,000 | 244 |
| Managed Assets ($) | $700,187,000 | 220 |
| Non-managed Assets ($) | $24,123,000 | 331 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,402,000 | 207 |
| 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 | $1,377,000 | 167 |
| Number of Managed Accounts | $1,305,000 | 144 |
| Number of Non-Managed Accounts | $72,000 | 203 |
| Total fiduciary and related assets | $778,445,000 | 239 |
| Managed Assets ($) | $750,254,000 | 215 |
| Non-managed Assets ($) | $28,191,000 | 276 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,586,000 | 214 |
| 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 | $1,368,000 | 171 |
| Number of Managed Accounts | $1,300,000 | 146 |
| Number of Non-Managed Accounts | $68,000 | 306 |
| Total fiduciary and related assets | $806,799,000 | 250 |
| Managed Assets ($) | $781,630,000 | 218 |
| Non-managed Assets ($) | $25,169,000 | 416 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,553,000 | 208 |
| 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 | $1,347,000 | 173 |
| Number of Managed Accounts | $1,276,000 | 148 |
| Number of Non-Managed Accounts | $71,000 | 210 |
| Total fiduciary and related assets | $787,722,000 | 240 |
| Managed Assets ($) | $761,749,000 | 211 |
| Non-managed Assets ($) | $25,973,000 | 276 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,955,000 | 207 |
| 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 | $1,340,000 | 176 |
| Number of Managed Accounts | $1,264,000 | 153 |
| Number of Non-Managed Accounts | $76,000 | 218 |
| Total fiduciary and related assets | $793,086,000 | 247 |
| Managed Assets ($) | $770,456,000 | 213 |
| Non-managed Assets ($) | $22,630,000 | 329 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,338,000 | 205 |
| 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 | $1,361,000 | 170 |
| Number of Managed Accounts | $1,236,000 | 154 |
| Number of Non-Managed Accounts | $125,000 | 165 |
| Total fiduciary and related assets | $756,377,000 | 240 |
| Managed Assets ($) | $728,243,000 | 213 |
| Non-managed Assets ($) | $28,134,000 | 271 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,796,000 | 193 |
| 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 | $1,359,000 | 176 |
| Number of Managed Accounts | $1,251,000 | 154 |
| Number of Non-Managed Accounts | $108,000 | 241 |
| Total fiduciary and related assets | $769,974,000 | 242 |
| Managed Assets ($) | $746,141,000 | 210 |
| Non-managed Assets ($) | $23,833,000 | 414 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,933,000 | 203 |
| 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 | $1,356,000 | 171 |
| Number of Managed Accounts | $1,254,000 | 152 |
| Number of Non-Managed Accounts | $102,000 | 182 |
| Total fiduciary and related assets | $728,976,000 | 235 |
| Managed Assets ($) | $695,135,000 | 206 |
| Non-managed Assets ($) | $33,841,000 | 266 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,460,000 | 200 |
| 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 | $1,323,000 | 179 |
| Number of Managed Accounts | $1,229,000 | 157 |
| Number of Non-Managed Accounts | $94,000 | 205 |
| Total fiduciary and related assets | $682,242,000 | 244 |
| Managed Assets ($) | $645,108,000 | 219 |
| Non-managed Assets ($) | $37,134,000 | 305 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,982,000 | 197 |
| 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 | $1,303,000 | 178 |
| Number of Managed Accounts | $1,218,000 | 153 |
| Number of Non-Managed Accounts | $85,000 | 202 |
| Total fiduciary and related assets | $617,577,000 | 241 |
| Managed Assets ($) | $581,258,000 | 212 |
| Non-managed Assets ($) | $36,319,000 | 262 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,661,000 | 185 |
| 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 | $1,285,000 | 186 |
| Number of Managed Accounts | $1,211,000 | 159 |
| Number of Non-Managed Accounts | $74,000 | 308 |
| Total fiduciary and related assets | $703,373,000 | 247 |
| Managed Assets ($) | $668,598,000 | 216 |
| Non-managed Assets ($) | $34,775,000 | 365 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,018,000 | 198 |
| 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 | $1,300,000 | 177 |
| Number of Managed Accounts | $1,215,000 | 154 |
| Number of Non-Managed Accounts | $85,000 | 197 |
| Total fiduciary and related assets | $683,191,000 | 239 |
| Managed Assets ($) | $650,280,000 | 212 |
| Non-managed Assets ($) | $32,911,000 | 272 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,611,000 | 191 |
| 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 | $1,323,000 | 177 |
| Number of Managed Accounts | $1,228,000 | 156 |
| Number of Non-Managed Accounts | $95,000 | 200 |
| Total fiduciary and related assets | $745,242,000 | 228 |
| Managed Assets ($) | $713,824,000 | 197 |
| Non-managed Assets ($) | $31,418,000 | 296 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,156,000 | 189 |
| 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 | $1,298,000 | 180 |
| Number of Managed Accounts | $1,223,000 | 157 |
| Number of Non-Managed Accounts | $75,000 | 218 |
| Total fiduciary and related assets | $765,685,000 | 224 |
| Managed Assets ($) | $737,889,000 | 195 |
| Non-managed Assets ($) | $27,796,000 | 309 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,656,000 | 183 |
| 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 | $1,256,000 | 190 |
| Number of Managed Accounts | $1,182,000 | 163 |
| Number of Non-Managed Accounts | $74,000 | 312 |
| Total fiduciary and related assets | $695,043,000 | 229 |
| Managed Assets ($) | $669,629,000 | 194 |
| Non-managed Assets ($) | $25,414,000 | 406 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,143,000 | 192 |
| 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 | $1,265,000 | 181 |
| Number of Managed Accounts | $1,176,000 | 158 |
| Number of Non-Managed Accounts | $89,000 | 205 |
| Total fiduciary and related assets | $765,423,000 | 229 |
| Managed Assets ($) | $732,841,000 | 192 |
| Non-managed Assets ($) | $32,582,000 | 304 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,688,000 | 190 |
| 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 | $1,279,000 | 180 |
| Number of Managed Accounts | $1,193,000 | 157 |
| Number of Non-Managed Accounts | $86,000 | 210 |
| Total fiduciary and related assets | $741,215,000 | 231 |
| Managed Assets ($) | $707,628,000 | 194 |
| Non-managed Assets ($) | $33,587,000 | 303 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,188,000 | 186 |
| 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 | $1,285,000 | 180 |
| Number of Managed Accounts | $1,197,000 | 153 |
| Number of Non-Managed Accounts | $88,000 | 211 |
| Total fiduciary and related assets | $728,250,000 | 230 |
| Managed Assets ($) | $690,506,000 | 193 |
| Non-managed Assets ($) | $37,744,000 | 301 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,733,000 | 180 |
| 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 | $1,290,000 | 184 |
| Number of Managed Accounts | $1,197,000 | 154 |
| Number of Non-Managed Accounts | $93,000 | 279 |
| Total fiduciary and related assets | $714,685,000 | 233 |
| Managed Assets ($) | $678,356,000 | 197 |
| Non-managed Assets ($) | $36,329,000 | 371 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,163,000 | 187 |
| 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 | $1,318,000 | 179 |
| Number of Managed Accounts | $1,227,000 | 152 |
| Number of Non-Managed Accounts | $91,000 | 205 |
| Total fiduciary and related assets | $705,846,000 | 232 |
| Managed Assets ($) | $662,441,000 | 198 |
| Non-managed Assets ($) | $43,405,000 | 289 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,702,000 | 180 |
| 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 | $1,335,000 | 171 |
| Number of Managed Accounts | $1,252,000 | 148 |
| Number of Non-Managed Accounts | $83,000 | 211 |
| Total fiduciary and related assets | $706,280,000 | 226 |
| Managed Assets ($) | $656,556,000 | 193 |
| Non-managed Assets ($) | $49,724,000 | 278 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,206,000 | 179 |
| 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 | $1,353,000 | 172 |
| Number of Managed Accounts | $1,275,000 | 148 |
| Number of Non-Managed Accounts | $78,000 | 216 |
| Total fiduciary and related assets | $696,946,000 | 226 |
| Managed Assets ($) | $644,487,000 | 195 |
| Non-managed Assets ($) | $52,459,000 | 273 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,717,000 | 168 |
| 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 | $1,377,000 | 171 |
| Number of Managed Accounts | $1,309,000 | 144 |
| Number of Non-Managed Accounts | $68,000 | 357 |
| Total fiduciary and related assets | $677,246,000 | 228 |
| Managed Assets ($) | $654,117,000 | 192 |
| Non-managed Assets ($) | $23,129,000 | 433 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,870,000 | 179 |
| 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 | $1,355,000 | 170 |
| Number of Managed Accounts | $1,301,000 | 143 |
| Number of Non-Managed Accounts | $54,000 | 264 |
| Total fiduciary and related assets | $654,732,000 | 234 |
| Managed Assets ($) | $633,691,000 | 193 |
| Non-managed Assets ($) | $21,041,000 | 323 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,457,000 | 178 |
| 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 | $1,347,000 | 173 |
| Number of Managed Accounts | $1,287,000 | 147 |
| Number of Non-Managed Accounts | $60,000 | 256 |
| Total fiduciary and related assets | $644,123,000 | 238 |
| Managed Assets ($) | $623,631,000 | 196 |
| Non-managed Assets ($) | $20,492,000 | 326 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,029,000 | 176 |
| 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 | $1,336,000 | 172 |
| Number of Managed Accounts | $1,284,000 | 144 |
| Number of Non-Managed Accounts | $52,000 | 265 |
| Total fiduciary and related assets | $635,694,000 | 237 |
| Managed Assets ($) | $615,117,000 | 197 |
| Non-managed Assets ($) | $20,577,000 | 325 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,617,000 | 170 |
| 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 | $1,335,000 | 178 |
| Number of Managed Accounts | $1,291,000 | 145 |
| Number of Non-Managed Accounts | $44,000 | 472 |
| Total fiduciary and related assets | $629,025,000 | 236 |
| Managed Assets ($) | $609,461,000 | 194 |
| Non-managed Assets ($) | $19,564,000 | 459 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,080,000 | 176 |
| 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 | $1,364,000 | 167 |
| Number of Managed Accounts | $1,318,000 | 136 |
| Number of Non-Managed Accounts | $46,000 | 274 |
| Total fiduciary and related assets | $636,540,000 | 232 |
| Managed Assets ($) | $617,622,000 | 188 |
| Non-managed Assets ($) | $18,918,000 | 328 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,598,000 | 175 |
| 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 | $1,366,000 | 166 |
| Number of Managed Accounts | $1,317,000 | 140 |
| Number of Non-Managed Accounts | $49,000 | 273 |
| Total fiduciary and related assets | $668,783,000 | 235 |
| Managed Assets ($) | $648,697,000 | 185 |
| Non-managed Assets ($) | $20,086,000 | 334 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,111,000 | 176 |
| 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 | $1,331,000 | 169 |
| Number of Managed Accounts | $1,281,000 | 139 |
| Number of Non-Managed Accounts | $50,000 | 274 |
| Total fiduciary and related assets | $656,396,000 | 238 |
| Managed Assets ($) | $635,479,000 | 191 |
| Non-managed Assets ($) | $20,917,000 | 330 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,652,000 | 168 |
| 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 | $1,319,000 | 172 |
| Number of Managed Accounts | $1,265,000 | 139 |
| Number of Non-Managed Accounts | $54,000 | 437 |
| Total fiduciary and related assets | $637,622,000 | 243 |
| Managed Assets ($) | $617,494,000 | 191 |
| Non-managed Assets ($) | $20,128,000 | 474 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,829,000 | 179 |
| 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 | $1,299,000 | 172 |
| Number of Managed Accounts | $1,248,000 | 141 |
| Number of Non-Managed Accounts | $51,000 | 270 |
| Total fiduciary and related assets | $623,149,000 | 246 |
| Managed Assets ($) | $608,397,000 | 194 |
| Non-managed Assets ($) | $14,752,000 | 337 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,411,000 | 176 |
| 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 | $1,283,000 | 174 |
| Number of Managed Accounts | $1,228,000 | 141 |
| Number of Non-Managed Accounts | $55,000 | 263 |
| Total fiduciary and related assets | $610,968,000 | 247 |
| Managed Assets ($) | $595,326,000 | 193 |
| Non-managed Assets ($) | $15,642,000 | 334 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,004,000 | 167 |
| 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 | $1,276,000 | 176 |
| Number of Managed Accounts | $1,216,000 | 143 |
| Number of Non-Managed Accounts | $60,000 | 253 |
| Total fiduciary and related assets | $593,627,000 | 246 |
| Managed Assets ($) | $578,390,000 | 196 |
| Non-managed Assets ($) | $15,237,000 | 337 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,651,000 | 160 |
| 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 | $1,248,000 | 182 |
| Number of Managed Accounts | $1,180,000 | 146 |
| Number of Non-Managed Accounts | $68,000 | 390 |
| Total fiduciary and related assets | $580,037,000 | 247 |
| Managed Assets ($) | $563,095,000 | 197 |
| Non-managed Assets ($) | $16,942,000 | 518 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,379,000 | 171 |
| 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 | $1,269,000 | 172 |
| Number of Managed Accounts | $1,144,000 | 143 |
| Number of Non-Managed Accounts | $125,000 | 190 |
| Total fiduciary and related assets | $646,834,000 | 221 |
| Managed Assets ($) | $537,443,000 | 197 |
| Non-managed Assets ($) | $109,391,000 | 211 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,036,000 | 167 |
| 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 | $1,273,000 | 169 |
| Number of Managed Accounts | $1,138,000 | 140 |
| Number of Non-Managed Accounts | $135,000 | 181 |
| Total fiduciary and related assets | $619,792,000 | 227 |
| Managed Assets ($) | $506,914,000 | 196 |
| Non-managed Assets ($) | $112,878,000 | 212 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,754,000 | 162 |
| 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 | $1,262,000 | 170 |
| Number of Managed Accounts | $1,188,000 | 134 |
| Number of Non-Managed Accounts | $74,000 | 235 |
| Total fiduciary and related assets | $633,916,000 | 219 |
| Managed Assets ($) | $525,821,000 | 191 |
| Non-managed Assets ($) | $108,095,000 | 219 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,433,000 | 161 |
| 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 | $1,255,000 | 176 |
| Number of Managed Accounts | $1,184,000 | 139 |
| Number of Non-Managed Accounts | $71,000 | 396 |
| Total fiduciary and related assets | $607,732,000 | 224 |
| Managed Assets ($) | $501,113,000 | 193 |
| Non-managed Assets ($) | $106,619,000 | 234 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,753,000 | 181 |
| 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 | $1,237,000 | 169 |
| Number of Managed Accounts | $1,174,000 | 136 |
| Number of Non-Managed Accounts | $63,000 | 245 |
| Total fiduciary and related assets | $613,322,000 | 217 |
| Managed Assets ($) | $510,206,000 | 192 |
| Non-managed Assets ($) | $103,116,000 | 213 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,542,000 | 178 |
| 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 | $1,242,000 | 165 |
| Number of Managed Accounts | $1,191,000 | 130 |
| Number of Non-Managed Accounts | $51,000 | 258 |
| Total fiduciary and related assets | $594,595,000 | 217 |
| Managed Assets ($) | $500,750,000 | 185 |
| Non-managed Assets ($) | $93,845,000 | 218 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,399,000 | 174 |
| 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 | $1,301,000 | 160 |
| Number of Managed Accounts | $1,249,000 | 124 |
| Number of Non-Managed Accounts | $52,000 | 256 |
| Total fiduciary and related assets | $603,080,000 | 212 |
| Managed Assets ($) | $512,197,000 | 183 |
| Non-managed Assets ($) | $90,883,000 | 213 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,270,000 | 169 |
| 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 | $1,415,000 | 154 |
| Number of Managed Accounts | $1,359,000 | 116 |
| Number of Non-Managed Accounts | $56,000 | 456 |
| Total fiduciary and related assets | $564,662,000 | 217 |
| Managed Assets ($) | $481,672,000 | 188 |
| Non-managed Assets ($) | $82,990,000 | 244 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,289,000 | 157 |
| 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 | $1,378,000 | 152 |
| Number of Managed Accounts | $1,323,000 | 120 |
| Number of Non-Managed Accounts | $55,000 | 260 |
| Total fiduciary and related assets | $529,682,000 | 221 |
| Managed Assets ($) | $458,603,000 | 180 |
| Non-managed Assets ($) | $71,079,000 | 228 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,199,000 | 156 |
| 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 | $1,363,000 | 154 |
| Number of Managed Accounts | $1,308,000 | 125 |
| Number of Non-Managed Accounts | $55,000 | 266 |
| Total fiduciary and related assets | $583,922,000 | 213 |
| Managed Assets ($) | $497,029,000 | 181 |
| Non-managed Assets ($) | $86,893,000 | 221 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,110,000 | 161 |
| 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 | $1,117,000 | 182 |
| Number of Managed Accounts | $1,077,000 | 134 |
| Number of Non-Managed Accounts | $40,000 | 283 |
| Total fiduciary and related assets | $541,476,000 | 225 |
| Managed Assets ($) | $471,744,000 | 187 |
| Non-managed Assets ($) | $69,732,000 | 237 |
| Memoranda | ||
| Gross Fiduciary activities income | $960,000 | 175 |
| 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 | $1,194,000 | 182 |
| Number of Managed Accounts | $1,150,000 | 134 |
| Number of Non-Managed Accounts | $44,000 | 544 |
| Total fiduciary and related assets | $526,108,000 | 229 |
| Managed Assets ($) | $454,318,000 | 188 |
| Non-managed Assets ($) | $71,790,000 | 268 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,708,000 | 171 |
| 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 | $1,170,000 | 175 |
| Number of Managed Accounts | $1,126,000 | 132 |
| Number of Non-Managed Accounts | $44,000 | 274 |
| Total fiduciary and related assets | $504,454,000 | 230 |
| Managed Assets ($) | $435,310,000 | 188 |
| Non-managed Assets ($) | $69,144,000 | 234 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,786,000 | 170 |
| 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 | $1,151,000 | 176 |
| Number of Managed Accounts | $1,109,000 | 134 |
| Number of Non-Managed Accounts | $42,000 | 281 |
| Total fiduciary and related assets | $490,159,000 | 230 |
| Managed Assets ($) | $418,752,000 | 192 |
| Non-managed Assets ($) | $71,407,000 | 235 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,914,000 | 167 |
| 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 | $1,131,000 | 177 |
| Number of Managed Accounts | $1,089,000 | 135 |
| Number of Non-Managed Accounts | $42,000 | 284 |
| Total fiduciary and related assets | $528,607,000 | 226 |
| Managed Assets ($) | $448,253,000 | 191 |
| Non-managed Assets ($) | $80,354,000 | 236 |
| Memoranda | ||
| Gross Fiduciary activities income | $969,000 | 166 |
| 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 | $1,346,000 | 161 |
| Number of Managed Accounts | $1,290,000 | 123 |
| Number of Non-Managed Accounts | $56,000 | 500 |
| Total fiduciary and related assets | $526,712,000 | 229 |
| Managed Assets ($) | $455,817,000 | 187 |
| Non-managed Assets ($) | $70,895,000 | 269 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,979,000 | 161 |
| 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 | $1,155,000 | 178 |
| Number of Managed Accounts | $1,145,000 | 131 |
| Number of Non-Managed Accounts | $10,000 | 350 |
| Total fiduciary and related assets | $506,839,000 | 231 |
| Managed Assets ($) | $503,166,000 | 179 |
| Non-managed Assets ($) | $3,673,000 | 353 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,062,000 | 158 |
| 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 | $1,160,000 | 178 |
| Number of Managed Accounts | $1,149,000 | 138 |
| Number of Non-Managed Accounts | $11,000 | 356 |
| Total fiduciary and related assets | $475,473,000 | 231 |
| Managed Assets ($) | $472,400,000 | 181 |
| Non-managed Assets ($) | $3,073,000 | 361 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,924,000 | 165 |
| 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 | $1,146,000 | 181 |
| Number of Managed Accounts | $1,136,000 | 137 |
| Number of Non-Managed Accounts | $10,000 | 351 |
| Total fiduciary and related assets | $441,075,000 | 233 |
| Managed Assets ($) | $438,090,000 | 181 |
| Non-managed Assets ($) | $2,985,000 | 359 |
| Memoranda | ||
| Gross Fiduciary activities income | $989,000 | 162 |
| 2008-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,145,000 | 196 |
| Number of Managed Accounts | $1,136,000 | 141 |
| Number of Non-Managed Accounts | $9,000 | 927 |
| Total fiduciary and related assets | $464,318,000 | 231 |
| Managed Assets ($) | $461,552,000 | 179 |
| Non-managed Assets ($) | $2,766,000 | 816 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,650,000 | 160 |
| 2008-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,147,000 | 187 |
| Number of Managed Accounts | $1,138,000 | 138 |
| Number of Non-Managed Accounts | $9,000 | 376 |
| Total fiduciary and related assets | $514,622,000 | 235 |
| Managed Assets ($) | $511,556,000 | 177 |
| Non-managed Assets ($) | $3,066,000 | 388 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,681,000 | 159 |
| 2008-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,136,000 | 192 |
| Number of Managed Accounts | $1,126,000 | 138 |
| Number of Non-Managed Accounts | $10,000 | 378 |
| Total fiduciary and related assets | $545,183,000 | 238 |
| Managed Assets ($) | $541,568,000 | 179 |
| Non-managed Assets ($) | $3,615,000 | 389 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,589,000 | 155 |
| 2008-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,116,000 | 197 |
| Number of Managed Accounts | $1,106,000 | 142 |
| Number of Non-Managed Accounts | $10,000 | 382 |
| Total fiduciary and related assets | $536,017,000 | 248 |
| Managed Assets ($) | $532,587,000 | 186 |
| Non-managed Assets ($) | $3,430,000 | 397 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,223,000 | 161 |
| 2007-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,088,000 | 208 |
| Number of Managed Accounts | $1,079,000 | 148 |
| Number of Non-Managed Accounts | $9,000 | 950 |
| Total fiduciary and related assets | $546,645,000 | 247 |
| Managed Assets ($) | $543,125,000 | 184 |
| Non-managed Assets ($) | $3,520,000 | 825 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,877,000 | 184 |
| 2007-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,077,000 | 190 |
| Number of Managed Accounts | $1,067,000 | 148 |
| Number of Non-Managed Accounts | $10,000 | 371 |
| Total fiduciary and related assets | $544,025,000 | 242 |
| Managed Assets ($) | $540,353,000 | 189 |
| Non-managed Assets ($) | $3,672,000 | 381 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,694,000 | 192 |
| 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 | $847,000 | 243 |
| Number of Managed Accounts | $845,000 | 182 |
| Number of Non-Managed Accounts | $2,000 | 409 |
| Total fiduciary and related assets | $386,509,000 | 306 |
| Managed Assets ($) | $384,590,000 | 239 |
| Non-managed Assets ($) | $1,919,000 | 399 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,662,000 | 208 |
| 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 | $830,000 | 241 |
| Number of Managed Accounts | $829,000 | 183 |
| Number of Non-Managed Accounts | $1,000 | 416 |
| Total fiduciary and related assets | $355,105,000 | 306 |
| Managed Assets ($) | $353,196,000 | 240 |
| Non-managed Assets ($) | $1,909,000 | 400 |
| Memoranda | ||
| Gross Fiduciary activities income | $794,000 | 213 |
| 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 | $835,000 | 261 |
| Number of Managed Accounts | $833,000 | 189 |
| Number of Non-Managed Accounts | $2,000 | 1,176 |
| Total fiduciary and related assets | $356,037,000 | 307 |
| Managed Assets ($) | $353,569,000 | 242 |
| Non-managed Assets ($) | $2,468,000 | 887 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,882,000 | 210 |
| 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 | $836,000 | 242 |
| Number of Managed Accounts | $835,000 | 188 |
| Number of Non-Managed Accounts | $1,000 | 404 |
| Total fiduciary and related assets | $331,180,000 | 320 |
| Managed Assets ($) | $329,315,000 | 255 |
| Non-managed Assets ($) | $1,865,000 | 386 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,139,000 | 221 |
| 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 | $845,000 | 241 |
| Number of Managed Accounts | $844,000 | 192 |
| Number of Non-Managed Accounts | $1,000 | 407 |
| Total fiduciary and related assets | $320,399,000 | 328 |
| Managed Assets ($) | $318,556,000 | 258 |
| Non-managed Assets ($) | $1,843,000 | 390 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,382,000 | 229 |
| 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 | $832,000 | 243 |
| Number of Managed Accounts | $832,000 | 190 |
| Number of Non-Managed Accounts | $0 | 423 |
| Total fiduciary and related assets | $318,157,000 | 325 |
| Managed Assets ($) | $318,157,000 | 258 |
| Non-managed Assets ($) | $0 | 422 |
| Memoranda | ||
| Gross Fiduciary activities income | $684,000 | 231 |
| 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 | $812,000 | 270 |
| Number of Managed Accounts | $811,000 | 199 |
| Number of Non-Managed Accounts | $1,000 | 1,274 |
| Total fiduciary and related assets | $300,405,000 | 342 |
| Managed Assets ($) | $300,334,000 | 267 |
| Non-managed Assets ($) | $71,000 | 1,301 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,479,000 | 234 |
| 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 | $811,000 | 240 |
| Number of Managed Accounts | $811,000 | 190 |
| Number of Non-Managed Accounts | $0 | 414 |
| Total fiduciary and related assets | $298,781,000 | 332 |
| Managed Assets ($) | $298,781,000 | 263 |
| Non-managed Assets ($) | $0 | 412 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,815,000 | 232 |
| 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 | $806,000 | 241 |
| Number of Managed Accounts | $806,000 | 188 |
| Number of Non-Managed Accounts | $0 | 431 |
| Total fiduciary and related assets | $286,587,000 | 338 |
| Managed Assets ($) | $286,587,000 | 266 |
| Non-managed Assets ($) | $0 | 429 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,192,000 | 236 |
| 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 | $798,000 | 243 |
| Number of Managed Accounts | $798,000 | 189 |
| Number of Non-Managed Accounts | $0 | 433 |
| Total fiduciary and related assets | $286,262,000 | 336 |
| Managed Assets ($) | $286,262,000 | 268 |
| Non-managed Assets ($) | $0 | 431 |
| Memoranda | ||
| Gross Fiduciary activities income | $617,000 | 236 |
| 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 | $777,000 | 270 |
| Number of Managed Accounts | $777,000 | 197 |
| Number of Non-Managed Accounts | $0 | 1,368 |
| Total fiduciary and related assets | $286,841,000 | 341 |
| Managed Assets ($) | $286,841,000 | 266 |
| Non-managed Assets ($) | $0 | 1,358 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,523,000 | 222 |
| 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 | $774,000 | 245 |
| Number of Managed Accounts | $774,000 | 192 |
| Number of Non-Managed Accounts | $0 | 423 |
| Total fiduciary and related assets | $277,708,000 | 341 |
| Managed Assets ($) | $277,708,000 | 262 |
| Non-managed Assets ($) | $0 | 421 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,835,000 | 228 |
| 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 | $766,000 | 251 |
| Number of Managed Accounts | $766,000 | 193 |
| Number of Non-Managed Accounts | $0 | 432 |
| Total fiduciary and related assets | $272,971,000 | 345 |
| Managed Assets ($) | $272,971,000 | 264 |
| Non-managed Assets ($) | $0 | 429 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,225,000 | 231 |
| 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 | $752,000 | 256 |
| Number of Managed Accounts | $752,000 | 194 |
| Number of Non-Managed Accounts | $0 | 438 |
| Total fiduciary and related assets | $263,838,000 | 357 |
| Managed Assets ($) | $263,838,000 | 271 |
| Non-managed Assets ($) | $0 | 436 |
| Memoranda | ||
| Gross Fiduciary activities income | $577,000 | 244 |
| 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 | $735,000 | 300 |
| Number of Managed Accounts | $735,000 | 211 |
| Number of Non-Managed Accounts | $0 | 1,417 |
| Total fiduciary and related assets | $255,729,000 | 373 |
| Managed Assets ($) | $255,729,000 | 278 |
| Non-managed Assets ($) | $0 | 1,404 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,090,000 | 251 |
| 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 | $730,000 | 275 |
| Number of Managed Accounts | $730,000 | 207 |
| Number of Non-Managed Accounts | $0 | 446 |
| Total fiduciary and related assets | $240,450,000 | 364 |
| Managed Assets ($) | $240,450,000 | 285 |
| Non-managed Assets ($) | $0 | 445 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,563,000 | 261 |
| 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 | $763,000 | 275 |
| Number of Managed Accounts | $763,000 | 204 |
| Number of Non-Managed Accounts | $0 | 448 |
| Total fiduciary and related assets | $237,166,000 | 367 |
| Managed Assets ($) | $237,166,000 | 289 |
| Non-managed Assets ($) | $0 | 447 |
| Memoranda | ||
| Gross Fiduciary activities income | $990,000 | 278 |
| 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 | $816,000 | 267 |
| Number of Managed Accounts | $816,000 | 196 |
| Number of Non-Managed Accounts | $0 | 460 |
| Total fiduciary and related assets | $229,865,000 | 372 |
| Managed Assets ($) | $229,865,000 | 289 |
| Non-managed Assets ($) | $0 | 458 |
| Memoranda | ||
| Gross Fiduciary activities income | $436,000 | 306 |
| 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 | $789,000 | 301 |
| Number of Managed Accounts | $789,000 | 219 |
| Number of Non-Managed Accounts | $0 | 1,465 |
| Total fiduciary and related assets | $223,444,000 | 389 |
| Managed Assets ($) | $223,444,000 | 299 |
| Non-managed Assets ($) | $0 | 1,452 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,796,000 | 300 |
| 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 | $787,000 | 282 |
| Number of Managed Accounts | $756,000 | 207 |
| Number of Non-Managed Accounts | $31,000 | 723 |
| Total fiduciary and related assets | $262,853,000 | 348 |
| Managed Assets ($) | $236,518,000 | 292 |
| Non-managed Assets ($) | $26,335,000 | 450 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,781,000 | 306 |
| 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 | $1,707,000 | 311 |
| 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 | $1,731,000 | 346 |
| 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 | $1,154,000 | 422 |
| 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 | $1,006,000 | 472 |
| 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 | $625,000 | 644 |
| 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 | $540,000 | 720 |
| 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 | $496,000 | 737 |
| 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 | $507,000 | 759 |
| 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 | $522,000 | 748 |