Home > Central Pacific Bank > Fiduciary and Related Services
Central Pacific 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 | $361,000 | 416 |
| Number of Managed Accounts | $354,000 | 369 |
| Number of Non-Managed Accounts | $7,000 | 645 |
| Total fiduciary and related assets | $426,811,000 | 368 |
| Managed Assets ($) | $409,415,000 | 328 |
| Non-managed Assets ($) | $17,396,000 | 467 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,643,000 | 268 |
| 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 | $383,000 | 318 |
| Number of Managed Accounts | $353,000 | 294 |
| Number of Non-Managed Accounts | $30,000 | 284 |
| Total fiduciary and related assets | $416,058,000 | 323 |
| Managed Assets ($) | $381,611,000 | 296 |
| Non-managed Assets ($) | $34,447,000 | 283 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,460,000 | 271 |
| 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 | $383,000 | 369 |
| Number of Managed Accounts | $353,000 | 343 |
| Number of Non-Managed Accounts | $30,000 | 331 |
| Total fiduciary and related assets | $422,687,000 | 356 |
| Managed Assets ($) | $386,311,000 | 326 |
| Non-managed Assets ($) | $36,376,000 | 330 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,312,000 | 264 |
| 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 | $364,000 | 330 |
| Number of Managed Accounts | $333,000 | 308 |
| Number of Non-Managed Accounts | $31,000 | 291 |
| Total fiduciary and related assets | $418,909,000 | 328 |
| Managed Assets ($) | $383,169,000 | 306 |
| Non-managed Assets ($) | $35,740,000 | 291 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,289,000 | 264 |
| 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 | $357,000 | 432 |
| Number of Managed Accounts | $326,000 | 396 |
| Number of Non-Managed Accounts | $31,000 | 479 |
| Total fiduciary and related assets | $397,719,000 | 376 |
| Managed Assets ($) | $362,421,000 | 345 |
| Non-managed Assets ($) | $35,298,000 | 405 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,536,000 | 282 |
| 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 | $363,000 | 340 |
| Number of Managed Accounts | $332,000 | 318 |
| Number of Non-Managed Accounts | $31,000 | 299 |
| Total fiduciary and related assets | $414,768,000 | 328 |
| Managed Assets ($) | $379,531,000 | 305 |
| Non-managed Assets ($) | $35,237,000 | 304 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,498,000 | 277 |
| 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 | $384,000 | 348 |
| Number of Managed Accounts | $334,000 | 330 |
| Number of Non-Managed Accounts | $50,000 | 263 |
| Total fiduciary and related assets | $410,813,000 | 313 |
| Managed Assets ($) | $375,281,000 | 297 |
| Non-managed Assets ($) | $35,532,000 | 312 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,342,000 | 245 |
| 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 | $406,000 | 299 |
| Number of Managed Accounts | $338,000 | 287 |
| Number of Non-Managed Accounts | $68,000 | 211 |
| Total fiduciary and related assets | $479,544,000 | 282 |
| Managed Assets ($) | $441,306,000 | 265 |
| Non-managed Assets ($) | $38,238,000 | 264 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,154,000 | 250 |
| 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 | $421,000 | 366 |
| Number of Managed Accounts | $335,000 | 361 |
| Number of Non-Managed Accounts | $86,000 | 265 |
| Total fiduciary and related assets | $526,056,000 | 308 |
| Managed Assets ($) | $467,096,000 | 282 |
| Non-managed Assets ($) | $58,960,000 | 322 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,075,000 | 233 |
| 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 | $420,000 | 294 |
| Number of Managed Accounts | $334,000 | 288 |
| Number of Non-Managed Accounts | $86,000 | 195 |
| Total fiduciary and related assets | $516,555,000 | 278 |
| Managed Assets ($) | $454,697,000 | 262 |
| Non-managed Assets ($) | $61,858,000 | 244 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,792,000 | 232 |
| 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 | $415,000 | 332 |
| Number of Managed Accounts | $329,000 | 331 |
| Number of Non-Managed Accounts | $86,000 | 205 |
| Total fiduciary and related assets | $495,358,000 | 304 |
| Managed Assets ($) | $433,882,000 | 282 |
| Non-managed Assets ($) | $61,476,000 | 281 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,500,000 | 232 |
| 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 | $408,000 | 300 |
| Number of Managed Accounts | $327,000 | 293 |
| Number of Non-Managed Accounts | $81,000 | 200 |
| Total fiduciary and related assets | $486,844,000 | 280 |
| Managed Assets ($) | $425,894,000 | 265 |
| Non-managed Assets ($) | $60,950,000 | 244 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,231,000 | 232 |
| 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 | $406,000 | 376 |
| Number of Managed Accounts | $324,000 | 366 |
| Number of Non-Managed Accounts | $82,000 | 284 |
| Total fiduciary and related assets | $489,451,000 | 303 |
| Managed Assets ($) | $429,160,000 | 280 |
| Non-managed Assets ($) | $60,291,000 | 310 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,829,000 | 226 |
| 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 | $408,000 | 297 |
| Number of Managed Accounts | $329,000 | 289 |
| Number of Non-Managed Accounts | $79,000 | 205 |
| Total fiduciary and related assets | $475,233,000 | 273 |
| Managed Assets ($) | $416,478,000 | 255 |
| Non-managed Assets ($) | $58,755,000 | 241 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,716,000 | 222 |
| 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 | $412,000 | 332 |
| Number of Managed Accounts | $333,000 | 324 |
| Number of Non-Managed Accounts | $79,000 | 219 |
| Total fiduciary and related assets | $457,942,000 | 299 |
| Managed Assets ($) | $413,076,000 | 272 |
| Non-managed Assets ($) | $44,866,000 | 292 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,567,000 | 215 |
| 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 | $399,000 | 298 |
| Number of Managed Accounts | $344,000 | 287 |
| Number of Non-Managed Accounts | $55,000 | 234 |
| Total fiduciary and related assets | $418,798,000 | 279 |
| Managed Assets ($) | $392,853,000 | 253 |
| Non-managed Assets ($) | $25,945,000 | 273 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,297,000 | 216 |
| 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 | $397,000 | 381 |
| Number of Managed Accounts | $342,000 | 358 |
| Number of Non-Managed Accounts | $55,000 | 383 |
| Total fiduciary and related assets | $414,614,000 | 315 |
| Managed Assets ($) | $388,861,000 | 284 |
| Non-managed Assets ($) | $25,753,000 | 402 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,395,000 | 230 |
| 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 | $389,000 | 304 |
| Number of Managed Accounts | $335,000 | 291 |
| Number of Non-Managed Accounts | $54,000 | 240 |
| Total fiduciary and related assets | $399,211,000 | 294 |
| Managed Assets ($) | $374,284,000 | 270 |
| Non-managed Assets ($) | $24,927,000 | 278 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,220,000 | 233 |
| 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 | $390,000 | 331 |
| Number of Managed Accounts | $336,000 | 318 |
| Number of Non-Managed Accounts | $54,000 | 252 |
| Total fiduciary and related assets | $395,980,000 | 317 |
| Managed Assets ($) | $370,902,000 | 284 |
| Non-managed Assets ($) | $25,078,000 | 307 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,094,000 | 236 |
| 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 | $376,000 | 340 |
| Number of Managed Accounts | $330,000 | 321 |
| Number of Non-Managed Accounts | $46,000 | 273 |
| Total fiduciary and related assets | $388,158,000 | 319 |
| Managed Assets ($) | $364,913,000 | 287 |
| Non-managed Assets ($) | $23,245,000 | 316 |
| Memoranda | ||
| Gross Fiduciary activities income | $965,000 | 242 |
| 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 | $371,000 | 401 |
| Number of Managed Accounts | $325,000 | 370 |
| Number of Non-Managed Accounts | $46,000 | 426 |
| Total fiduciary and related assets | $364,936,000 | 320 |
| Managed Assets ($) | $342,897,000 | 285 |
| Non-managed Assets ($) | $22,039,000 | 426 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,245,000 | 232 |
| 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 | $377,000 | 338 |
| Number of Managed Accounts | $331,000 | 317 |
| Number of Non-Managed Accounts | $46,000 | 271 |
| Total fiduciary and related assets | $391,432,000 | 322 |
| Managed Assets ($) | $369,417,000 | 287 |
| Non-managed Assets ($) | $22,015,000 | 319 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,132,000 | 235 |
| 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 | $382,000 | 341 |
| Number of Managed Accounts | $336,000 | 317 |
| Number of Non-Managed Accounts | $46,000 | 274 |
| Total fiduciary and related assets | $387,489,000 | 320 |
| Managed Assets ($) | $366,978,000 | 284 |
| Non-managed Assets ($) | $20,511,000 | 323 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,973,000 | 246 |
| 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 | $389,000 | 340 |
| Number of Managed Accounts | $344,000 | 315 |
| Number of Non-Managed Accounts | $45,000 | 280 |
| Total fiduciary and related assets | $376,438,000 | 323 |
| Managed Assets ($) | $355,896,000 | 287 |
| Non-managed Assets ($) | $20,542,000 | 325 |
| Memoranda | ||
| Gross Fiduciary activities income | $956,000 | 249 |
| 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 | $394,000 | 390 |
| Number of Managed Accounts | $344,000 | 354 |
| Number of Non-Managed Accounts | $50,000 | 421 |
| Total fiduciary and related assets | $404,467,000 | 319 |
| Managed Assets ($) | $359,959,000 | 287 |
| Non-managed Assets ($) | $44,508,000 | 349 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,674,000 | 248 |
| 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 | $393,000 | 331 |
| Number of Managed Accounts | $344,000 | 311 |
| Number of Non-Managed Accounts | $49,000 | 265 |
| Total fiduciary and related assets | $399,116,000 | 318 |
| Managed Assets ($) | $352,455,000 | 289 |
| Non-managed Assets ($) | $46,661,000 | 286 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,739,000 | 248 |
| 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 | $398,000 | 329 |
| Number of Managed Accounts | $347,000 | 311 |
| Number of Non-Managed Accounts | $51,000 | 262 |
| Total fiduciary and related assets | $361,427,000 | 328 |
| Managed Assets ($) | $310,663,000 | 304 |
| Non-managed Assets ($) | $50,764,000 | 277 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,828,000 | 245 |
| 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 | $392,000 | 334 |
| Number of Managed Accounts | $346,000 | 314 |
| Number of Non-Managed Accounts | $46,000 | 266 |
| Total fiduciary and related assets | $359,520,000 | 330 |
| Managed Assets ($) | $305,718,000 | 304 |
| Non-managed Assets ($) | $53,802,000 | 271 |
| Memoranda | ||
| Gross Fiduciary activities income | $864,000 | 258 |
| 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 | $390,000 | 397 |
| Number of Managed Accounts | $341,000 | 349 |
| Number of Non-Managed Accounts | $49,000 | 426 |
| Total fiduciary and related assets | $375,779,000 | 317 |
| Managed Assets ($) | $322,508,000 | 292 |
| Non-managed Assets ($) | $53,271,000 | 315 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,435,000 | 248 |
| 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 | $391,000 | 338 |
| Number of Managed Accounts | $342,000 | 313 |
| Number of Non-Managed Accounts | $49,000 | 273 |
| Total fiduciary and related assets | $389,291,000 | 309 |
| Managed Assets ($) | $335,781,000 | 284 |
| Non-managed Assets ($) | $53,510,000 | 277 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,577,000 | 247 |
| 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 | $389,000 | 338 |
| Number of Managed Accounts | $343,000 | 311 |
| Number of Non-Managed Accounts | $46,000 | 281 |
| Total fiduciary and related assets | $386,949,000 | 309 |
| Managed Assets ($) | $333,420,000 | 287 |
| Non-managed Assets ($) | $53,529,000 | 278 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,697,000 | 252 |
| 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 | $384,000 | 341 |
| Number of Managed Accounts | $338,000 | 314 |
| Number of Non-Managed Accounts | $46,000 | 277 |
| Total fiduciary and related assets | $380,040,000 | 307 |
| Managed Assets ($) | $327,197,000 | 289 |
| Non-managed Assets ($) | $52,843,000 | 277 |
| Memoranda | ||
| Gross Fiduciary activities income | $840,000 | 250 |
| 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 | $391,000 | 393 |
| Number of Managed Accounts | $339,000 | 356 |
| Number of Non-Managed Accounts | $52,000 | 430 |
| Total fiduciary and related assets | $358,930,000 | 320 |
| Managed Assets ($) | $302,140,000 | 298 |
| Non-managed Assets ($) | $56,790,000 | 302 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,343,000 | 254 |
| 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 | $393,000 | 335 |
| Number of Managed Accounts | $338,000 | 317 |
| Number of Non-Managed Accounts | $55,000 | 258 |
| Total fiduciary and related assets | $355,045,000 | 321 |
| Managed Assets ($) | $298,839,000 | 298 |
| Non-managed Assets ($) | $56,206,000 | 269 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,518,000 | 255 |
| 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 | $380,000 | 338 |
| Number of Managed Accounts | $323,000 | 321 |
| Number of Non-Managed Accounts | $57,000 | 257 |
| Total fiduciary and related assets | $354,559,000 | 331 |
| Managed Assets ($) | $294,836,000 | 304 |
| Non-managed Assets ($) | $59,723,000 | 268 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,664,000 | 259 |
| 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 | $378,000 | 347 |
| Number of Managed Accounts | $323,000 | 324 |
| Number of Non-Managed Accounts | $55,000 | 267 |
| Total fiduciary and related assets | $356,364,000 | 334 |
| Managed Assets ($) | $295,362,000 | 307 |
| Non-managed Assets ($) | $61,002,000 | 274 |
| Memoranda | ||
| Gross Fiduciary activities income | $834,000 | 259 |
| 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 | $382,000 | 412 |
| Number of Managed Accounts | $324,000 | 379 |
| Number of Non-Managed Accounts | $58,000 | 418 |
| Total fiduciary and related assets | $354,177,000 | 332 |
| Managed Assets ($) | $294,245,000 | 309 |
| Non-managed Assets ($) | $59,932,000 | 302 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,552,000 | 241 |
| 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 | $378,000 | 347 |
| Number of Managed Accounts | $319,000 | 328 |
| Number of Non-Managed Accounts | $59,000 | 257 |
| Total fiduciary and related assets | $363,787,000 | 323 |
| Managed Assets ($) | $303,513,000 | 300 |
| Non-managed Assets ($) | $60,274,000 | 267 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,687,000 | 241 |
| 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 | $373,000 | 348 |
| Number of Managed Accounts | $317,000 | 328 |
| Number of Non-Managed Accounts | $56,000 | 261 |
| Total fiduciary and related assets | $348,989,000 | 335 |
| Managed Assets ($) | $289,180,000 | 306 |
| Non-managed Assets ($) | $59,809,000 | 264 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,890,000 | 239 |
| 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 | $364,000 | 357 |
| Number of Managed Accounts | $311,000 | 335 |
| Number of Non-Managed Accounts | $53,000 | 271 |
| Total fiduciary and related assets | $329,551,000 | 339 |
| Managed Assets ($) | $268,610,000 | 310 |
| Non-managed Assets ($) | $60,941,000 | 267 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,062,000 | 218 |
| 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 | $361,000 | 438 |
| Number of Managed Accounts | $307,000 | 387 |
| Number of Non-Managed Accounts | $54,000 | 450 |
| Total fiduciary and related assets | $324,885,000 | 337 |
| Managed Assets ($) | $264,995,000 | 310 |
| Non-managed Assets ($) | $59,890,000 | 297 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,855,000 | 273 |
| 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 | $362,000 | 338 |
| Number of Managed Accounts | $307,000 | 313 |
| Number of Non-Managed Accounts | $55,000 | 262 |
| Total fiduciary and related assets | $302,992,000 | 338 |
| Managed Assets ($) | $247,417,000 | 309 |
| Non-managed Assets ($) | $55,575,000 | 265 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,107,000 | 269 |
| 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 | $370,000 | 335 |
| Number of Managed Accounts | $304,000 | 314 |
| Number of Non-Managed Accounts | $66,000 | 241 |
| Total fiduciary and related assets | $310,128,000 | 334 |
| Managed Assets ($) | $234,276,000 | 308 |
| Non-managed Assets ($) | $75,852,000 | 245 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,383,000 | 272 |
| 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 | $354,000 | 345 |
| Number of Managed Accounts | $300,000 | 319 |
| Number of Non-Managed Accounts | $54,000 | 268 |
| Total fiduciary and related assets | $290,998,000 | 341 |
| Managed Assets ($) | $235,859,000 | 306 |
| Non-managed Assets ($) | $55,139,000 | 275 |
| Memoranda | ||
| Gross Fiduciary activities income | $697,000 | 268 |
| 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 | $353,000 | 439 |
| Number of Managed Accounts | $299,000 | 390 |
| Number of Non-Managed Accounts | $54,000 | 465 |
| Total fiduciary and related assets | $290,035,000 | 339 |
| Managed Assets ($) | $225,161,000 | 318 |
| Non-managed Assets ($) | $64,874,000 | 297 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,599,000 | 268 |
| 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 | $430,000 | 318 |
| Number of Managed Accounts | $293,000 | 314 |
| Number of Non-Managed Accounts | $137,000 | 176 |
| Total fiduciary and related assets | $1,278,432,000 | 143 |
| Managed Assets ($) | $231,290,000 | 301 |
| Non-managed Assets ($) | $1,047,142,000 | 86 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,930,000 | 267 |
| 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 | $436,000 | 315 |
| Number of Managed Accounts | $297,000 | 308 |
| Number of Non-Managed Accounts | $139,000 | 181 |
| Total fiduciary and related assets | $1,245,027,000 | 143 |
| Managed Assets ($) | $236,036,000 | 296 |
| Non-managed Assets ($) | $1,008,991,000 | 88 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,268,000 | 268 |
| 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 | $442,000 | 312 |
| Number of Managed Accounts | $306,000 | 305 |
| Number of Non-Managed Accounts | $136,000 | 183 |
| Total fiduciary and related assets | $1,284,714,000 | 140 |
| Managed Assets ($) | $241,041,000 | 293 |
| Non-managed Assets ($) | $1,043,673,000 | 84 |
| Memoranda | ||
| Gross Fiduciary activities income | $626,000 | 274 |
| 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 | $440,000 | 394 |
| Number of Managed Accounts | $306,000 | 384 |
| Number of Non-Managed Accounts | $134,000 | 269 |
| Total fiduciary and related assets | $1,219,139,000 | 138 |
| Managed Assets ($) | $231,721,000 | 302 |
| Non-managed Assets ($) | $987,418,000 | 85 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,794,000 | 210 |
| 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 | $448,000 | 314 |
| Number of Managed Accounts | $315,000 | 304 |
| Number of Non-Managed Accounts | $133,000 | 183 |
| Total fiduciary and related assets | $1,174,635,000 | 139 |
| Managed Assets ($) | $220,171,000 | 294 |
| Non-managed Assets ($) | $954,464,000 | 87 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,136,000 | 209 |
| 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 | $464,000 | 309 |
| Number of Managed Accounts | $329,000 | 300 |
| Number of Non-Managed Accounts | $135,000 | 185 |
| Total fiduciary and related assets | $1,287,283,000 | 141 |
| Managed Assets ($) | $235,196,000 | 298 |
| Non-managed Assets ($) | $1,052,087,000 | 87 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,500,000 | 205 |
| 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 | $560,000 | 291 |
| Number of Managed Accounts | $393,000 | 287 |
| Number of Non-Managed Accounts | $167,000 | 171 |
| Total fiduciary and related assets | $1,334,250,000 | 137 |
| Managed Assets ($) | $242,714,000 | 294 |
| Non-managed Assets ($) | $1,091,536,000 | 86 |
| Memoranda | ||
| Gross Fiduciary activities income | $761,000 | 208 |
| 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 | $699,000 | 286 |
| Number of Managed Accounts | $535,000 | 263 |
| Number of Non-Managed Accounts | $164,000 | 251 |
| Total fiduciary and related assets | $1,332,931,000 | 139 |
| Managed Assets ($) | $278,272,000 | 276 |
| Non-managed Assets ($) | $1,054,659,000 | 87 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,204,000 | 194 |
| 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 | $699,000 | 259 |
| Number of Managed Accounts | $543,000 | 237 |
| Number of Non-Managed Accounts | $156,000 | 179 |
| Total fiduciary and related assets | $1,283,921,000 | 140 |
| Managed Assets ($) | $259,763,000 | 275 |
| Non-managed Assets ($) | $1,024,158,000 | 86 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,373,000 | 193 |
| 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 | $700,000 | 257 |
| Number of Managed Accounts | $544,000 | 237 |
| Number of Non-Managed Accounts | $156,000 | 177 |
| Total fiduciary and related assets | $1,219,989,000 | 136 |
| Managed Assets ($) | $251,747,000 | 269 |
| Non-managed Assets ($) | $968,242,000 | 89 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,622,000 | 193 |
| 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 | $731,000 | 253 |
| Number of Managed Accounts | $545,000 | 236 |
| Number of Non-Managed Accounts | $186,000 | 163 |
| Total fiduciary and related assets | $1,762,103,000 | 112 |
| Managed Assets ($) | $271,563,000 | 271 |
| Non-managed Assets ($) | $1,490,540,000 | 70 |
| Memoranda | ||
| Gross Fiduciary activities income | $811,000 | 193 |
| 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 | $569,000 | 343 |
| Number of Managed Accounts | $495,000 | 281 |
| Number of Non-Managed Accounts | $74,000 | 419 |
| Total fiduciary and related assets | $1,795,656,000 | 112 |
| Managed Assets ($) | $283,340,000 | 262 |
| Non-managed Assets ($) | $1,512,316,000 | 74 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,759,000 | 171 |
| 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 | $579,000 | 283 |
| Number of Managed Accounts | $503,000 | 247 |
| Number of Non-Managed Accounts | $76,000 | 228 |
| Total fiduciary and related assets | $1,794,450,000 | 113 |
| Managed Assets ($) | $308,660,000 | 243 |
| Non-managed Assets ($) | $1,485,790,000 | 72 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,843,000 | 165 |
| 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 | $586,000 | 285 |
| Number of Managed Accounts | $494,000 | 251 |
| Number of Non-Managed Accounts | $92,000 | 220 |
| Total fiduciary and related assets | $1,616,859,000 | 115 |
| Managed Assets ($) | $257,365,000 | 261 |
| Non-managed Assets ($) | $1,359,494,000 | 74 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,969,000 | 163 |
| 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 | $593,000 | 281 |
| Number of Managed Accounts | $502,000 | 250 |
| Number of Non-Managed Accounts | $91,000 | 222 |
| Total fiduciary and related assets | $1,544,110,000 | 114 |
| Managed Assets ($) | $247,697,000 | 267 |
| Non-managed Assets ($) | $1,296,413,000 | 74 |
| Memoranda | ||
| Gross Fiduciary activities income | $970,000 | 165 |
| 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 | $606,000 | 333 |
| Number of Managed Accounts | $509,000 | 280 |
| Number of Non-Managed Accounts | $97,000 | 367 |
| Total fiduciary and related assets | $1,615,083,000 | 117 |
| Managed Assets ($) | $256,441,000 | 269 |
| Non-managed Assets ($) | $1,358,642,000 | 76 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,921,000 | 178 |
| 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 | $620,000 | 281 |
| Number of Managed Accounts | $510,000 | 255 |
| Number of Non-Managed Accounts | $110,000 | 214 |
| Total fiduciary and related assets | $1,759,965,000 | 116 |
| Managed Assets ($) | $307,899,000 | 248 |
| Non-managed Assets ($) | $1,452,066,000 | 75 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,940,000 | 187 |
| 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 | $374,000 | 346 |
| Number of Managed Accounts | $336,000 | 306 |
| Number of Non-Managed Accounts | $38,000 | 303 |
| Total fiduciary and related assets | $1,200,951,000 | 156 |
| Managed Assets ($) | $273,875,000 | 273 |
| Non-managed Assets ($) | $927,076,000 | 102 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,995,000 | 187 |
| 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 | $374,000 | 351 |
| Number of Managed Accounts | $340,000 | 311 |
| Number of Non-Managed Accounts | $34,000 | 315 |
| Total fiduciary and related assets | $1,214,847,000 | 160 |
| Managed Assets ($) | $286,043,000 | 274 |
| Non-managed Assets ($) | $928,804,000 | 106 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,005,000 | 185 |
| 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 | $371,000 | 470 |
| Number of Managed Accounts | $336,000 | 371 |
| Number of Non-Managed Accounts | $35,000 | 636 |
| Total fiduciary and related assets | $1,265,937,000 | 159 |
| Managed Assets ($) | $304,926,000 | 266 |
| Non-managed Assets ($) | $961,011,000 | 103 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,566,000 | 195 |
| 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 | $359,000 | 345 |
| Number of Managed Accounts | $323,000 | 307 |
| Number of Non-Managed Accounts | $36,000 | 299 |
| Total fiduciary and related assets | $1,267,016,000 | 156 |
| Managed Assets ($) | $285,541,000 | 278 |
| Non-managed Assets ($) | $981,475,000 | 100 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,583,000 | 197 |
| 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 | $359,000 | 347 |
| Number of Managed Accounts | $323,000 | 307 |
| Number of Non-Managed Accounts | $36,000 | 306 |
| Total fiduciary and related assets | $1,233,263,000 | 165 |
| Managed Assets ($) | $273,745,000 | 290 |
| Non-managed Assets ($) | $959,518,000 | 104 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,615,000 | 215 |
| 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 | $359,000 | 345 |
| Number of Managed Accounts | $322,000 | 306 |
| Number of Non-Managed Accounts | $37,000 | 306 |
| Total fiduciary and related assets | $1,199,360,000 | 166 |
| Managed Assets ($) | $259,938,000 | 296 |
| Non-managed Assets ($) | $939,422,000 | 105 |
| Memoranda | ||
| Gross Fiduciary activities income | $761,000 | 220 |
| 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 | $354,000 | 465 |
| Number of Managed Accounts | $319,000 | 374 |
| Number of Non-Managed Accounts | $35,000 | 653 |
| Total fiduciary and related assets | $1,133,776,000 | 169 |
| Managed Assets ($) | $227,423,000 | 326 |
| Non-managed Assets ($) | $906,353,000 | 107 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,915,000 | 208 |
| 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 | $334,000 | 346 |
| Number of Managed Accounts | $305,000 | 302 |
| Number of Non-Managed Accounts | $29,000 | 319 |
| Total fiduciary and related assets | $1,065,415,000 | 179 |
| Managed Assets ($) | $191,554,000 | 322 |
| Non-managed Assets ($) | $873,861,000 | 109 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,157,000 | 218 |
| 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 | $328,000 | 354 |
| Number of Managed Accounts | $297,000 | 313 |
| Number of Non-Managed Accounts | $31,000 | 323 |
| Total fiduciary and related assets | $1,035,650,000 | 184 |
| Managed Assets ($) | $189,435,000 | 328 |
| Non-managed Assets ($) | $846,215,000 | 117 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,417,000 | 226 |
| 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 | $309,000 | 367 |
| Number of Managed Accounts | $279,000 | 326 |
| Number of Non-Managed Accounts | $30,000 | 326 |
| Total fiduciary and related assets | $1,020,547,000 | 187 |
| Managed Assets ($) | $173,411,000 | 334 |
| Non-managed Assets ($) | $847,136,000 | 118 |
| Memoranda | ||
| Gross Fiduciary activities income | $677,000 | 232 |
| 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 | $291,000 | 536 |
| Number of Managed Accounts | $261,000 | 451 |
| Number of Non-Managed Accounts | $30,000 | 708 |
| Total fiduciary and related assets | $996,544,000 | 187 |
| Managed Assets ($) | $192,300,000 | 352 |
| Non-managed Assets ($) | $804,244,000 | 121 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,431,000 | 236 |
| 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 | $290,000 | 357 |
| Number of Managed Accounts | $261,000 | 323 |
| Number of Non-Managed Accounts | $29,000 | 324 |
| Total fiduciary and related assets | $980,514,000 | 185 |
| Managed Assets ($) | $185,081,000 | 320 |
| Non-managed Assets ($) | $795,433,000 | 118 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,763,000 | 234 |
| 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 | $387,000 | 342 |
| Number of Managed Accounts | $287,000 | 325 |
| Number of Non-Managed Accounts | $100,000 | 244 |
| Total fiduciary and related assets | $933,500,000 | 185 |
| Managed Assets ($) | $168,500,000 | 337 |
| Non-managed Assets ($) | $765,000,000 | 117 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,114,000 | 244 |
| 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 | $371,000 | 350 |
| Number of Managed Accounts | $273,000 | 331 |
| Number of Non-Managed Accounts | $98,000 | 248 |
| Total fiduciary and related assets | $917,710,000 | 191 |
| Managed Assets ($) | $155,653,000 | 340 |
| Non-managed Assets ($) | $762,057,000 | 124 |
| Memoranda | ||
| Gross Fiduciary activities income | $533,000 | 258 |
| 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 | $348,000 | 488 |
| Number of Managed Accounts | $260,000 | 445 |
| Number of Non-Managed Accounts | $88,000 | 436 |
| Total fiduciary and related assets | $874,026,000 | 192 |
| Managed Assets ($) | $130,390,000 | 415 |
| Non-managed Assets ($) | $743,636,000 | 127 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,224,000 | 243 |
| 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 | $329,000 | 353 |
| Number of Managed Accounts | $236,000 | 325 |
| Number of Non-Managed Accounts | $93,000 | 251 |
| Total fiduciary and related assets | $821,604,000 | 194 |
| Managed Assets ($) | $119,271,000 | 341 |
| Non-managed Assets ($) | $702,333,000 | 126 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,690,000 | 239 |
| 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 | $317,000 | 361 |
| Number of Managed Accounts | $230,000 | 331 |
| Number of Non-Managed Accounts | $87,000 | 271 |
| Total fiduciary and related assets | $896,040,000 | 188 |
| Managed Assets ($) | $199,390,000 | 313 |
| Non-managed Assets ($) | $696,650,000 | 128 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,131,000 | 243 |
| 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 | $365,000 | 351 |
| Number of Managed Accounts | $234,000 | 334 |
| Number of Non-Managed Accounts | $131,000 | 237 |
| Total fiduciary and related assets | $952,500,000 | 180 |
| Managed Assets ($) | $182,000,000 | 326 |
| Non-managed Assets ($) | $770,500,000 | 126 |
| Memoranda | ||
| Gross Fiduciary activities income | $549,000 | 253 |
| 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 | $351,000 | 501 |
| Number of Managed Accounts | $227,000 | 491 |
| Number of Non-Managed Accounts | $124,000 | 377 |
| Total fiduciary and related assets | $904,198,000 | 186 |
| Managed Assets ($) | $176,277,000 | 352 |
| Non-managed Assets ($) | $727,921,000 | 129 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,793,000 | 281 |
| 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 | $349,000 | 365 |
| Number of Managed Accounts | $227,000 | 350 |
| Number of Non-Managed Accounts | $122,000 | 255 |
| Total fiduciary and related assets | $818,431,000 | 200 |
| Managed Assets ($) | $129,649,000 | 348 |
| Non-managed Assets ($) | $688,782,000 | 136 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,290,000 | 297 |
| 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 | $370,000 | 366 |
| Number of Managed Accounts | $232,000 | 351 |
| Number of Non-Managed Accounts | $138,000 | 251 |
| Total fiduciary and related assets | $815,679,000 | 206 |
| Managed Assets ($) | $98,588,000 | 366 |
| Non-managed Assets ($) | $717,091,000 | 133 |
| Memoranda | ||
| Gross Fiduciary activities income | $842,000 | 306 |
| 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 | $352,000 | 382 |
| Number of Managed Accounts | $244,000 | 357 |
| Number of Non-Managed Accounts | $108,000 | 281 |
| Total fiduciary and related assets | $507,325,000 | 260 |
| Managed Assets ($) | $97,482,000 | 375 |
| Non-managed Assets ($) | $409,843,000 | 160 |
| Memoranda | ||
| Gross Fiduciary activities income | $446,000 | 302 |
| 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 | $361,000 | 512 |
| Number of Managed Accounts | $257,000 | 477 |
| Number of Non-Managed Accounts | $104,000 | 417 |
| Total fiduciary and related assets | $521,839,000 | 258 |
| Managed Assets ($) | $110,373,000 | 446 |
| Non-managed Assets ($) | $411,466,000 | 161 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,380,000 | 348 |
| 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 | $278,000 | 559 |
| Number of Managed Accounts | $246,000 | 464 |
| Number of Non-Managed Accounts | $32,000 | 715 |
| Total fiduciary and related assets | $178,133,000 | 416 |
| Managed Assets ($) | $116,375,000 | 423 |
| Non-managed Assets ($) | $61,758,000 | 304 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,225,000 | 380 |
| 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 | $1,079,000 | 409 |
| 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 | $792,000 | 517 |
| 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 | $644,000 | 557 |
| 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 | $440,000 | 696 |
| 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 | $312,000 | 847 |
| 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 | $173,000 | 1,036 |
| 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 | $79,000 | 1,223 |
| 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 | $10,000 | 1,500 |
| 1992-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,658 |