Home > Central Bank & Trust Company > Fiduciary and Related Services
Central Bank & Trust Company, 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 | $1,466,000 | 179 |
| Number of Managed Accounts | $1,432,000 | 142 |
| Number of Non-Managed Accounts | $34,000 | 450 |
| Total fiduciary and related assets | $2,120,337,000 | 177 |
| Managed Assets ($) | $2,082,470,000 | 133 |
| Non-managed Assets ($) | $37,867,000 | 387 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,261,000 | 170 |
| 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 | $1,471,000 | 169 |
| Number of Managed Accounts | $1,440,000 | 139 |
| Number of Non-Managed Accounts | $31,000 | 281 |
| Total fiduciary and related assets | $2,002,818,000 | 175 |
| Managed Assets ($) | $1,949,625,000 | 136 |
| Non-managed Assets ($) | $53,193,000 | 269 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,611,000 | 172 |
| 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 | $1,407,000 | 185 |
| Number of Managed Accounts | $1,372,000 | 149 |
| Number of Non-Managed Accounts | $35,000 | 282 |
| Total fiduciary and related assets | $1,875,718,000 | 185 |
| Managed Assets ($) | $1,817,416,000 | 148 |
| Non-managed Assets ($) | $58,302,000 | 270 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,426,000 | 175 |
| 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 | $1,388,000 | 190 |
| Number of Managed Accounts | $1,356,000 | 156 |
| Number of Non-Managed Accounts | $32,000 | 475 |
| Total fiduciary and related assets | $1,744,427,000 | 188 |
| Managed Assets ($) | $1,687,062,000 | 152 |
| Non-managed Assets ($) | $57,365,000 | 337 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,691,000 | 181 |
| 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 | $1,379,000 | 188 |
| Number of Managed Accounts | $1,346,000 | 155 |
| Number of Non-Managed Accounts | $33,000 | 294 |
| Total fiduciary and related assets | $1,629,781,000 | 190 |
| Managed Assets ($) | $1,573,760,000 | 152 |
| Non-managed Assets ($) | $56,021,000 | 282 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,428,000 | 181 |
| 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 | $1,365,000 | 169 |
| Number of Managed Accounts | $1,332,000 | 141 |
| Number of Non-Managed Accounts | $33,000 | 303 |
| Total fiduciary and related assets | $1,700,028,000 | 157 |
| Managed Assets ($) | $1,641,127,000 | 125 |
| Non-managed Assets ($) | $58,901,000 | 274 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,008,000 | 150 |
| 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 | $1,346,000 | 172 |
| Number of Managed Accounts | $1,313,000 | 143 |
| Number of Non-Managed Accounts | $33,000 | 262 |
| Total fiduciary and related assets | $1,932,118,000 | 156 |
| Managed Assets ($) | $1,868,718,000 | 126 |
| Non-managed Assets ($) | $63,400,000 | 244 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,581,000 | 153 |
| 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 | $1,324,000 | 179 |
| Number of Managed Accounts | $1,291,000 | 148 |
| Number of Non-Managed Accounts | $33,000 | 464 |
| Total fiduciary and related assets | $2,060,617,000 | 155 |
| Managed Assets ($) | $1,993,767,000 | 122 |
| Non-managed Assets ($) | $66,850,000 | 308 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,083,000 | 157 |
| 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 | $1,303,000 | 180 |
| Number of Managed Accounts | $1,270,000 | 150 |
| Number of Non-Managed Accounts | $33,000 | 262 |
| Total fiduciary and related assets | $1,955,614,000 | 158 |
| Managed Assets ($) | $1,890,464,000 | 126 |
| Non-managed Assets ($) | $65,150,000 | 242 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,432,000 | 158 |
| 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 | $1,284,000 | 183 |
| Number of Managed Accounts | $1,251,000 | 158 |
| Number of Non-Managed Accounts | $33,000 | 299 |
| Total fiduciary and related assets | $1,989,952,000 | 155 |
| Managed Assets ($) | $1,915,926,000 | 126 |
| Non-managed Assets ($) | $74,026,000 | 270 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,886,000 | 156 |
| 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 | $1,262,000 | 184 |
| Number of Managed Accounts | $1,229,000 | 155 |
| Number of Non-Managed Accounts | $33,000 | 266 |
| Total fiduciary and related assets | $1,886,736,000 | 157 |
| Managed Assets ($) | $1,811,144,000 | 124 |
| Non-managed Assets ($) | $75,592,000 | 234 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,395,000 | 156 |
| 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 | $1,251,000 | 186 |
| Number of Managed Accounts | $1,217,000 | 158 |
| Number of Non-Managed Accounts | $34,000 | 467 |
| Total fiduciary and related assets | $1,839,326,000 | 157 |
| Managed Assets ($) | $1,763,568,000 | 127 |
| Non-managed Assets ($) | $75,758,000 | 287 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,471,000 | 161 |
| 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 | $1,245,000 | 182 |
| Number of Managed Accounts | $1,212,000 | 155 |
| Number of Non-Managed Accounts | $33,000 | 267 |
| Total fiduciary and related assets | $1,693,126,000 | 156 |
| Managed Assets ($) | $1,623,519,000 | 123 |
| Non-managed Assets ($) | $69,607,000 | 231 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,287,000 | 161 |
| 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 | $1,224,000 | 188 |
| Number of Managed Accounts | $1,190,000 | 161 |
| Number of Non-Managed Accounts | $34,000 | 295 |
| Total fiduciary and related assets | $1,602,419,000 | 158 |
| Managed Assets ($) | $1,531,035,000 | 125 |
| Non-managed Assets ($) | $71,384,000 | 257 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,144,000 | 160 |
| 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 | $1,221,000 | 186 |
| Number of Managed Accounts | $1,189,000 | 157 |
| Number of Non-Managed Accounts | $32,000 | 270 |
| Total fiduciary and related assets | $1,434,856,000 | 158 |
| Managed Assets ($) | $1,371,226,000 | 129 |
| Non-managed Assets ($) | $63,630,000 | 231 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,160,000 | 159 |
| 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 | $1,204,000 | 196 |
| Number of Managed Accounts | $1,171,000 | 162 |
| Number of Non-Managed Accounts | $33,000 | 480 |
| Total fiduciary and related assets | $1,657,336,000 | 158 |
| Managed Assets ($) | $1,588,655,000 | 126 |
| Non-managed Assets ($) | $68,681,000 | 288 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,225,000 | 162 |
| 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 | $1,157,000 | 191 |
| Number of Managed Accounts | $1,138,000 | 161 |
| Number of Non-Managed Accounts | $19,000 | 294 |
| Total fiduciary and related assets | $1,586,521,000 | 160 |
| Managed Assets ($) | $1,520,682,000 | 127 |
| Non-managed Assets ($) | $65,839,000 | 244 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,116,000 | 161 |
| 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 | $1,203,000 | 185 |
| Number of Managed Accounts | $1,163,000 | 159 |
| Number of Non-Managed Accounts | $40,000 | 278 |
| Total fiduciary and related assets | $1,573,250,000 | 161 |
| Managed Assets ($) | $1,507,543,000 | 127 |
| Non-managed Assets ($) | $65,707,000 | 267 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,033,000 | 160 |
| 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 | $1,155,000 | 192 |
| Number of Managed Accounts | $1,127,000 | 164 |
| Number of Non-Managed Accounts | $28,000 | 304 |
| Total fiduciary and related assets | $1,530,207,000 | 162 |
| Managed Assets ($) | $1,465,733,000 | 128 |
| Non-managed Assets ($) | $64,474,000 | 270 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,994,000 | 159 |
| 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 | $1,387,000 | 171 |
| Number of Managed Accounts | $1,359,000 | 143 |
| Number of Non-Managed Accounts | $28,000 | 525 |
| Total fiduciary and related assets | $1,400,509,000 | 163 |
| Managed Assets ($) | $1,339,823,000 | 129 |
| Non-managed Assets ($) | $60,686,000 | 309 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,878,000 | 163 |
| 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 | $1,154,000 | 189 |
| Number of Managed Accounts | $1,106,000 | 163 |
| Number of Non-Managed Accounts | $48,000 | 268 |
| Total fiduciary and related assets | $1,525,446,000 | 160 |
| Managed Assets ($) | $1,458,903,000 | 127 |
| Non-managed Assets ($) | $66,543,000 | 271 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,933,000 | 163 |
| 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 | $1,071,000 | 203 |
| Number of Managed Accounts | $1,067,000 | 169 |
| Number of Non-Managed Accounts | $4,000 | 367 |
| Total fiduciary and related assets | $1,484,078,000 | 162 |
| Managed Assets ($) | $1,424,644,000 | 127 |
| Non-managed Assets ($) | $59,434,000 | 277 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,942,000 | 164 |
| 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 | $1,048,000 | 213 |
| Number of Managed Accounts | $1,044,000 | 171 |
| Number of Non-Managed Accounts | $4,000 | 369 |
| Total fiduciary and related assets | $1,479,236,000 | 160 |
| Managed Assets ($) | $1,423,818,000 | 126 |
| Non-managed Assets ($) | $55,418,000 | 281 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,970,000 | 165 |
| 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 | $1,097,000 | 209 |
| Number of Managed Accounts | $1,092,000 | 165 |
| Number of Non-Managed Accounts | $5,000 | 781 |
| Total fiduciary and related assets | $1,489,667,000 | 160 |
| Managed Assets ($) | $1,433,964,000 | 126 |
| Non-managed Assets ($) | $55,703,000 | 318 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,193,000 | 168 |
| 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 | $1,103,000 | 202 |
| Number of Managed Accounts | $1,099,000 | 163 |
| Number of Non-Managed Accounts | $4,000 | 361 |
| Total fiduciary and related assets | $1,435,436,000 | 161 |
| Managed Assets ($) | $1,380,812,000 | 127 |
| Non-managed Assets ($) | $54,624,000 | 270 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,311,000 | 169 |
| 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 | $1,102,000 | 197 |
| Number of Managed Accounts | $1,097,000 | 161 |
| Number of Non-Managed Accounts | $5,000 | 360 |
| Total fiduciary and related assets | $1,369,375,000 | 161 |
| Managed Assets ($) | $1,315,005,000 | 125 |
| Non-managed Assets ($) | $54,370,000 | 271 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,476,000 | 167 |
| 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 | $1,082,000 | 200 |
| Number of Managed Accounts | $1,075,000 | 163 |
| Number of Non-Managed Accounts | $7,000 | 357 |
| Total fiduciary and related assets | $1,315,062,000 | 160 |
| Managed Assets ($) | $1,268,501,000 | 124 |
| Non-managed Assets ($) | $46,561,000 | 287 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,738,000 | 167 |
| 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 | $1,078,000 | 201 |
| Number of Managed Accounts | $1,072,000 | 163 |
| Number of Non-Managed Accounts | $6,000 | 784 |
| Total fiduciary and related assets | $1,274,245,000 | 161 |
| Managed Assets ($) | $1,228,583,000 | 123 |
| Non-managed Assets ($) | $45,662,000 | 337 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,755,000 | 164 |
| 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 | $1,116,000 | 194 |
| Number of Managed Accounts | $1,108,000 | 157 |
| Number of Non-Managed Accounts | $8,000 | 362 |
| Total fiduciary and related assets | $1,466,393,000 | 146 |
| Managed Assets ($) | $1,418,835,000 | 117 |
| Non-managed Assets ($) | $47,558,000 | 287 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,078,000 | 161 |
| 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 | $1,129,000 | 195 |
| Number of Managed Accounts | $1,120,000 | 159 |
| Number of Non-Managed Accounts | $9,000 | 363 |
| Total fiduciary and related assets | $1,385,008,000 | 149 |
| Managed Assets ($) | $1,338,402,000 | 120 |
| Non-managed Assets ($) | $46,606,000 | 289 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,375,000 | 164 |
| 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 | $1,083,000 | 198 |
| Number of Managed Accounts | $1,075,000 | 160 |
| Number of Non-Managed Accounts | $8,000 | 362 |
| Total fiduciary and related assets | $1,250,658,000 | 162 |
| Managed Assets ($) | $1,195,293,000 | 128 |
| Non-managed Assets ($) | $55,365,000 | 271 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,702,000 | 159 |
| 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 | $1,076,000 | 207 |
| Number of Managed Accounts | $1,064,000 | 161 |
| Number of Non-Managed Accounts | $12,000 | 732 |
| Total fiduciary and related assets | $1,289,099,000 | 157 |
| Managed Assets ($) | $1,230,170,000 | 121 |
| Non-managed Assets ($) | $58,929,000 | 295 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,560,000 | 169 |
| 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 | $1,031,000 | 203 |
| Number of Managed Accounts | $1,019,000 | 162 |
| Number of Non-Managed Accounts | $12,000 | 350 |
| Total fiduciary and related assets | $1,219,184,000 | 162 |
| Managed Assets ($) | $1,145,966,000 | 126 |
| Non-managed Assets ($) | $73,218,000 | 248 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,903,000 | 169 |
| 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 | $1,049,000 | 203 |
| Number of Managed Accounts | $1,036,000 | 161 |
| Number of Non-Managed Accounts | $13,000 | 351 |
| Total fiduciary and related assets | $1,211,952,000 | 168 |
| Managed Assets ($) | $1,135,383,000 | 131 |
| Non-managed Assets ($) | $76,569,000 | 249 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,213,000 | 174 |
| 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 | $981,000 | 213 |
| Number of Managed Accounts | $970,000 | 171 |
| Number of Non-Managed Accounts | $11,000 | 360 |
| Total fiduciary and related assets | $1,207,396,000 | 167 |
| Managed Assets ($) | $1,135,748,000 | 130 |
| Non-managed Assets ($) | $71,648,000 | 258 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,574,000 | 176 |
| 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 | $902,000 | 233 |
| Number of Managed Accounts | $894,000 | 185 |
| Number of Non-Managed Accounts | $8,000 | 841 |
| Total fiduciary and related assets | $1,145,918,000 | 169 |
| Managed Assets ($) | $1,074,832,000 | 132 |
| Non-managed Assets ($) | $71,086,000 | 279 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,802,000 | 180 |
| 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 | $970,000 | 216 |
| Number of Managed Accounts | $959,000 | 175 |
| Number of Non-Managed Accounts | $11,000 | 359 |
| Total fiduciary and related assets | $1,100,308,000 | 173 |
| Managed Assets ($) | $1,029,171,000 | 132 |
| Non-managed Assets ($) | $71,137,000 | 261 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,339,000 | 179 |
| 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 | $865,000 | 234 |
| Number of Managed Accounts | $854,000 | 191 |
| Number of Non-Managed Accounts | $11,000 | 358 |
| Total fiduciary and related assets | $1,101,630,000 | 169 |
| Managed Assets ($) | $1,033,874,000 | 131 |
| Non-managed Assets ($) | $67,756,000 | 260 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,847,000 | 180 |
| 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 | $1,086,000 | 201 |
| Number of Managed Accounts | $1,073,000 | 159 |
| Number of Non-Managed Accounts | $13,000 | 355 |
| Total fiduciary and related assets | $1,049,571,000 | 172 |
| Managed Assets ($) | $985,742,000 | 134 |
| Non-managed Assets ($) | $63,829,000 | 261 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,359,000 | 184 |
| 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 | $870,000 | 244 |
| Number of Managed Accounts | $859,000 | 188 |
| Number of Non-Managed Accounts | $11,000 | 806 |
| Total fiduciary and related assets | $1,030,925,000 | 170 |
| Managed Assets ($) | $966,535,000 | 134 |
| Non-managed Assets ($) | $64,390,000 | 288 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,363,000 | 172 |
| 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 | $808,000 | 242 |
| Number of Managed Accounts | $797,000 | 189 |
| Number of Non-Managed Accounts | $11,000 | 344 |
| Total fiduciary and related assets | $973,210,000 | 171 |
| Managed Assets ($) | $911,435,000 | 134 |
| Non-managed Assets ($) | $61,775,000 | 261 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,982,000 | 169 |
| 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 | $785,000 | 243 |
| Number of Managed Accounts | $775,000 | 191 |
| Number of Non-Managed Accounts | $10,000 | 350 |
| Total fiduciary and related assets | $972,137,000 | 163 |
| Managed Assets ($) | $911,618,000 | 129 |
| Non-managed Assets ($) | $60,519,000 | 262 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,577,000 | 173 |
| 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 | $770,000 | 252 |
| Number of Managed Accounts | $757,000 | 196 |
| Number of Non-Managed Accounts | $13,000 | 344 |
| Total fiduciary and related assets | $942,236,000 | 170 |
| Managed Assets ($) | $882,721,000 | 136 |
| Non-managed Assets ($) | $59,515,000 | 269 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,251,000 | 176 |
| 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 | $757,000 | 273 |
| Number of Managed Accounts | $742,000 | 202 |
| Number of Non-Managed Accounts | $15,000 | 758 |
| Total fiduciary and related assets | $902,824,000 | 175 |
| Managed Assets ($) | $847,259,000 | 137 |
| Non-managed Assets ($) | $55,565,000 | 315 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,838,000 | 178 |
| 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 | $762,000 | 248 |
| Number of Managed Accounts | $747,000 | 197 |
| Number of Non-Managed Accounts | $15,000 | 326 |
| Total fiduciary and related assets | $888,288,000 | 170 |
| Managed Assets ($) | $832,696,000 | 139 |
| Non-managed Assets ($) | $55,592,000 | 262 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,609,000 | 172 |
| 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 | $752,000 | 246 |
| Number of Managed Accounts | $737,000 | 194 |
| Number of Non-Managed Accounts | $15,000 | 325 |
| Total fiduciary and related assets | $848,891,000 | 169 |
| Managed Assets ($) | $793,030,000 | 136 |
| Non-managed Assets ($) | $55,861,000 | 259 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,366,000 | 176 |
| 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 | $745,000 | 247 |
| Number of Managed Accounts | $730,000 | 194 |
| Number of Non-Managed Accounts | $15,000 | 323 |
| Total fiduciary and related assets | $866,938,000 | 165 |
| Managed Assets ($) | $811,131,000 | 136 |
| Non-managed Assets ($) | $55,807,000 | 255 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,145,000 | 180 |
| 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 | $739,000 | 273 |
| Number of Managed Accounts | $724,000 | 204 |
| Number of Non-Managed Accounts | $15,000 | 765 |
| Total fiduciary and related assets | $820,790,000 | 166 |
| Managed Assets ($) | $768,270,000 | 138 |
| Non-managed Assets ($) | $52,520,000 | 306 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,423,000 | 150 |
| 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 | $734,000 | 249 |
| Number of Managed Accounts | $716,000 | 201 |
| Number of Non-Managed Accounts | $18,000 | 331 |
| Total fiduciary and related assets | $763,180,000 | 172 |
| Managed Assets ($) | $725,304,000 | 141 |
| Non-managed Assets ($) | $37,876,000 | 277 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,315,000 | 151 |
| 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 | $723,000 | 252 |
| Number of Managed Accounts | $706,000 | 205 |
| Number of Non-Managed Accounts | $17,000 | 336 |
| Total fiduciary and related assets | $800,109,000 | 175 |
| Managed Assets ($) | $760,853,000 | 143 |
| Non-managed Assets ($) | $39,256,000 | 278 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,162,000 | 157 |
| 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 | $709,000 | 256 |
| Number of Managed Accounts | $693,000 | 203 |
| Number of Non-Managed Accounts | $16,000 | 337 |
| Total fiduciary and related assets | $812,430,000 | 178 |
| Managed Assets ($) | $775,202,000 | 141 |
| Non-managed Assets ($) | $37,228,000 | 284 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,048,000 | 161 |
| 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 | $693,000 | 288 |
| Number of Managed Accounts | $676,000 | 219 |
| Number of Non-Managed Accounts | $17,000 | 781 |
| Total fiduciary and related assets | $795,911,000 | 179 |
| Managed Assets ($) | $758,905,000 | 142 |
| Non-managed Assets ($) | $37,006,000 | 368 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,715,000 | 170 |
| 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 | $689,000 | 263 |
| Number of Managed Accounts | $672,000 | 207 |
| Number of Non-Managed Accounts | $17,000 | 329 |
| Total fiduciary and related assets | $772,613,000 | 180 |
| Managed Assets ($) | $734,087,000 | 143 |
| Non-managed Assets ($) | $38,526,000 | 276 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,679,000 | 175 |
| 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 | $683,000 | 265 |
| Number of Managed Accounts | $666,000 | 208 |
| Number of Non-Managed Accounts | $17,000 | 331 |
| Total fiduciary and related assets | $684,072,000 | 183 |
| Managed Assets ($) | $648,378,000 | 148 |
| Non-managed Assets ($) | $35,694,000 | 278 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,760,000 | 176 |
| 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 | $666,000 | 268 |
| Number of Managed Accounts | $649,000 | 211 |
| Number of Non-Managed Accounts | $17,000 | 334 |
| Total fiduciary and related assets | $714,059,000 | 188 |
| Managed Assets ($) | $677,154,000 | 150 |
| Non-managed Assets ($) | $36,905,000 | 279 |
| Memoranda | ||
| Gross Fiduciary activities income | $819,000 | 191 |
| 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 | $662,000 | 308 |
| Number of Managed Accounts | $641,000 | 233 |
| Number of Non-Managed Accounts | $21,000 | 753 |
| Total fiduciary and related assets | $686,923,000 | 191 |
| Managed Assets ($) | $651,887,000 | 150 |
| Non-managed Assets ($) | $35,036,000 | 380 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,134,000 | 191 |
| 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 | $650,000 | 271 |
| Number of Managed Accounts | $632,000 | 222 |
| Number of Non-Managed Accounts | $18,000 | 321 |
| Total fiduciary and related assets | $668,710,000 | 198 |
| Managed Assets ($) | $631,632,000 | 156 |
| Non-managed Assets ($) | $37,078,000 | 268 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,312,000 | 191 |
| 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 | $650,000 | 272 |
| Number of Managed Accounts | $633,000 | 219 |
| Number of Non-Managed Accounts | $17,000 | 330 |
| Total fiduciary and related assets | $618,775,000 | 200 |
| Managed Assets ($) | $585,453,000 | 159 |
| Non-managed Assets ($) | $33,322,000 | 278 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,512,000 | 197 |
| 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 | $630,000 | 275 |
| Number of Managed Accounts | $613,000 | 224 |
| Number of Non-Managed Accounts | $17,000 | 326 |
| Total fiduciary and related assets | $551,375,000 | 206 |
| Managed Assets ($) | $521,455,000 | 162 |
| Non-managed Assets ($) | $29,920,000 | 278 |
| Memoranda | ||
| Gross Fiduciary activities income | $700,000 | 206 |
| 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 | $620,000 | 328 |
| Number of Managed Accounts | $603,000 | 247 |
| Number of Non-Managed Accounts | $17,000 | 803 |
| Total fiduciary and related assets | $571,987,000 | 207 |
| Managed Assets ($) | $541,174,000 | 162 |
| Non-managed Assets ($) | $30,813,000 | 391 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,749,000 | 184 |
| 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 | $617,000 | 283 |
| Number of Managed Accounts | $596,000 | 228 |
| Number of Non-Managed Accounts | $21,000 | 337 |
| Total fiduciary and related assets | $631,127,000 | 204 |
| Managed Assets ($) | $593,346,000 | 161 |
| Non-managed Assets ($) | $37,781,000 | 290 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,980,000 | 184 |
| 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 | $844,000 | 243 |
| Number of Managed Accounts | $816,000 | 186 |
| Number of Non-Managed Accounts | $28,000 | 322 |
| Total fiduciary and related assets | $830,772,000 | 187 |
| Managed Assets ($) | $789,738,000 | 148 |
| Non-managed Assets ($) | $41,034,000 | 293 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,929,000 | 189 |
| 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 | $850,000 | 245 |
| Number of Managed Accounts | $822,000 | 187 |
| Number of Non-Managed Accounts | $28,000 | 324 |
| Total fiduciary and related assets | $829,798,000 | 193 |
| Managed Assets ($) | $788,077,000 | 155 |
| Non-managed Assets ($) | $41,721,000 | 297 |
| Memoranda | ||
| Gross Fiduciary activities income | $953,000 | 192 |
| 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 | $852,000 | 263 |
| Number of Managed Accounts | $824,000 | 188 |
| Number of Non-Managed Accounts | $28,000 | 699 |
| Total fiduciary and related assets | $854,302,000 | 193 |
| Managed Assets ($) | $810,667,000 | 152 |
| Non-managed Assets ($) | $43,635,000 | 373 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,039,000 | 180 |
| 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 | $862,000 | 236 |
| Number of Managed Accounts | $831,000 | 180 |
| Number of Non-Managed Accounts | $31,000 | 312 |
| Total fiduciary and related assets | $872,680,000 | 191 |
| Managed Assets ($) | $830,276,000 | 148 |
| Non-managed Assets ($) | $42,404,000 | 282 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,894,000 | 183 |
| 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 | $867,000 | 238 |
| Number of Managed Accounts | $838,000 | 184 |
| Number of Non-Managed Accounts | $29,000 | 322 |
| Total fiduciary and related assets | $828,170,000 | 201 |
| Managed Assets ($) | $787,713,000 | 157 |
| Non-managed Assets ($) | $40,457,000 | 296 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,783,000 | 198 |
| 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 | $916,000 | 223 |
| Number of Managed Accounts | $874,000 | 173 |
| Number of Non-Managed Accounts | $42,000 | 296 |
| Total fiduciary and related assets | $791,190,000 | 204 |
| Managed Assets ($) | $749,026,000 | 159 |
| Non-managed Assets ($) | $42,164,000 | 291 |
| Memoranda | ||
| Gross Fiduciary activities income | $871,000 | 200 |
| 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 | $919,000 | 240 |
| Number of Managed Accounts | $854,000 | 185 |
| Number of Non-Managed Accounts | $65,000 | 485 |
| Total fiduciary and related assets | $845,727,000 | 195 |
| Managed Assets ($) | $797,830,000 | 152 |
| Non-managed Assets ($) | $47,897,000 | 359 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,318,000 | 193 |
| 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 | $922,000 | 221 |
| Number of Managed Accounts | $854,000 | 184 |
| Number of Non-Managed Accounts | $68,000 | 263 |
| Total fiduciary and related assets | $890,225,000 | 196 |
| Managed Assets ($) | $834,386,000 | 151 |
| Non-managed Assets ($) | $55,839,000 | 271 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,492,000 | 201 |
| 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 | $930,000 | 220 |
| Number of Managed Accounts | $859,000 | 188 |
| Number of Non-Managed Accounts | $71,000 | 267 |
| Total fiduciary and related assets | $920,191,000 | 198 |
| Managed Assets ($) | $862,146,000 | 152 |
| Non-managed Assets ($) | $58,045,000 | 276 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,569,000 | 212 |
| 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 | $933,000 | 220 |
| Number of Managed Accounts | $853,000 | 187 |
| Number of Non-Managed Accounts | $80,000 | 263 |
| Total fiduciary and related assets | $924,397,000 | 197 |
| Managed Assets ($) | $869,590,000 | 149 |
| Non-managed Assets ($) | $54,807,000 | 280 |
| Memoranda | ||
| Gross Fiduciary activities income | $781,000 | 214 |
| 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 | $924,000 | 241 |
| Number of Managed Accounts | $846,000 | 191 |
| Number of Non-Managed Accounts | $78,000 | 456 |
| Total fiduciary and related assets | $888,866,000 | 203 |
| Managed Assets ($) | $833,302,000 | 152 |
| Non-managed Assets ($) | $55,564,000 | 332 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,660,000 | 222 |
| 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 | $913,000 | 222 |
| Number of Managed Accounts | $837,000 | 181 |
| Number of Non-Managed Accounts | $76,000 | 266 |
| Total fiduciary and related assets | $874,161,000 | 199 |
| Managed Assets ($) | $809,252,000 | 152 |
| Non-managed Assets ($) | $64,909,000 | 259 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,921,000 | 223 |
| 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 | $891,000 | 224 |
| Number of Managed Accounts | $807,000 | 187 |
| Number of Non-Managed Accounts | $84,000 | 256 |
| Total fiduciary and related assets | $854,749,000 | 197 |
| Managed Assets ($) | $794,757,000 | 152 |
| Non-managed Assets ($) | $59,992,000 | 273 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,103,000 | 249 |
| 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 | $835,000 | 238 |
| Number of Managed Accounts | $756,000 | 194 |
| Number of Non-Managed Accounts | $79,000 | 265 |
| Total fiduciary and related assets | $822,247,000 | 203 |
| Managed Assets ($) | $762,329,000 | 157 |
| Non-managed Assets ($) | $59,918,000 | 272 |
| Memoranda | ||
| Gross Fiduciary activities income | $376,000 | 318 |
| 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 | $807,000 | 266 |
| Number of Managed Accounts | $738,000 | 202 |
| Number of Non-Managed Accounts | $69,000 | 502 |
| Total fiduciary and related assets | $769,944,000 | 214 |
| Managed Assets ($) | $724,813,000 | 158 |
| Non-managed Assets ($) | $45,131,000 | 356 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,839,000 | 212 |
| 2004-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,294,000 | 167 |
| Number of Managed Accounts | $1,219,000 | 135 |
| Number of Non-Managed Accounts | $75,000 | 272 |
| Total fiduciary and related assets | $738,575,000 | 210 |
| Managed Assets ($) | $695,519,000 | 156 |
| Non-managed Assets ($) | $43,056,000 | 292 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,209,000 | 209 |
| 2004-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,270,000 | 170 |
| Number of Managed Accounts | $1,195,000 | 136 |
| Number of Non-Managed Accounts | $75,000 | 283 |
| Total fiduciary and related assets | $708,458,000 | 218 |
| Managed Assets ($) | $667,796,000 | 163 |
| Non-managed Assets ($) | $40,662,000 | 301 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,415,000 | 216 |
| 2004-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,112,000 | 189 |
| Number of Managed Accounts | $1,053,000 | 151 |
| Number of Non-Managed Accounts | $59,000 | 306 |
| Total fiduciary and related assets | $682,238,000 | 223 |
| Managed Assets ($) | $640,604,000 | 168 |
| Non-managed Assets ($) | $41,634,000 | 301 |
| Memoranda | ||
| Gross Fiduciary activities income | $634,000 | 229 |
| 2003-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,106,000 | 213 |
| Number of Managed Accounts | $1,029,000 | 160 |
| Number of Non-Managed Accounts | $77,000 | 502 |
| Total fiduciary and related assets | $658,522,000 | 229 |
| Managed Assets ($) | $614,839,000 | 178 |
| Non-managed Assets ($) | $43,683,000 | 375 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,549,000 | 226 |
| 2003-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,125,000 | 196 |
| Number of Managed Accounts | $1,050,000 | 156 |
| Number of Non-Managed Accounts | $75,000 | 296 |
| Total fiduciary and related assets | $636,049,000 | 234 |
| Managed Assets ($) | $594,967,000 | 183 |
| Non-managed Assets ($) | $41,082,000 | 316 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,855,000 | 237 |
| 2003-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,064,000 | 208 |
| Number of Managed Accounts | $987,000 | 169 |
| Number of Non-Managed Accounts | $77,000 | 301 |
| Total fiduciary and related assets | $694,748,000 | 231 |
| Managed Assets ($) | $654,585,000 | 168 |
| Non-managed Assets ($) | $40,163,000 | 314 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,040,000 | 272 |
| 2003-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,034,000 | 224 |
| Number of Managed Accounts | $961,000 | 178 |
| Number of Non-Managed Accounts | $73,000 | 306 |
| Total fiduciary and related assets | $638,744,000 | 238 |
| Managed Assets ($) | $599,730,000 | 179 |
| Non-managed Assets ($) | $39,014,000 | 323 |
| Memoranda | ||
| Gross Fiduciary activities income | $539,000 | 271 |
| 2002-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,090,000 | 229 |
| Number of Managed Accounts | $1,004,000 | 181 |
| Number of Non-Managed Accounts | $86,000 | 463 |
| Total fiduciary and related assets | $528,962,000 | 256 |
| Managed Assets ($) | $490,749,000 | 199 |
| Non-managed Assets ($) | $38,213,000 | 398 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,242,000 | 268 |
| 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 | $956,000 | 236 |
| Number of Managed Accounts | $812,000 | 193 |
| Number of Non-Managed Accounts | $144,000 | 341 |
| Total fiduciary and related assets | $454,965,000 | 264 |
| Managed Assets ($) | $400,420,000 | 218 |
| Non-managed Assets ($) | $54,545,000 | 328 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,971,000 | 294 |
| 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 | $1,934,000 | 289 |
| 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 | $1,623,000 | 363 |
| 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 | $1,426,000 | 383 |
| 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 | $1,188,000 | 425 |
| 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 | $1,080,000 | 485 |
| 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 | $993,000 | 536 |
| 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 | $927,000 | 543 |
| 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 | $781,000 | 619 |
| 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 | $724,000 | 646 |