Home > Davidson Trust Co. > Fiduciary and Related Services
Davidson Trust Co., 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 | $1,093,000 | 234 |
| Number of Managed Accounts | $981,000 | 209 |
| Number of Non-Managed Accounts | $112,000 | 245 |
| Total fiduciary and related assets | $1,579,074,000 | 203 |
| Managed Assets ($) | $961,889,000 | 212 |
| Non-managed Assets ($) | $617,185,000 | 143 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,916,000 | 172 |
| 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 | $1,077,000 | 223 |
| Number of Managed Accounts | $962,000 | 200 |
| Number of Non-Managed Accounts | $115,000 | 184 |
| Total fiduciary and related assets | $1,486,234,000 | 204 |
| Managed Assets ($) | $914,119,000 | 214 |
| Non-managed Assets ($) | $572,115,000 | 144 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,354,000 | 174 |
| 2023-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 3 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,070,000 | 230 |
| Number of Managed Accounts | $955,000 | 206 |
| Number of Non-Managed Accounts | $115,000 | 199 |
| Total fiduciary and related assets | $1,498,035,000 | 200 |
| Managed Assets ($) | $911,340,000 | 214 |
| Non-managed Assets ($) | $586,695,000 | 139 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,773,000 | 173 |
| 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 | $1,053,000 | 229 |
| Number of Managed Accounts | $952,000 | 205 |
| Number of Non-Managed Accounts | $101,000 | 198 |
| Total fiduciary and related assets | $1,430,345,000 | 212 |
| Managed Assets ($) | $852,615,000 | 228 |
| Non-managed Assets ($) | $577,730,000 | 148 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,379,000 | 176 |
| 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 | $1,059,000 | 240 |
| Number of Managed Accounts | $872,000 | 229 |
| Number of Non-Managed Accounts | $187,000 | 183 |
| Total fiduciary and related assets | $1,318,897,000 | 218 |
| Managed Assets ($) | $757,792,000 | 245 |
| Non-managed Assets ($) | $561,105,000 | 147 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,285,000 | 187 |
| 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 | $1,043,000 | 231 |
| Number of Managed Accounts | $856,000 | 222 |
| Number of Non-Managed Accounts | $187,000 | 151 |
| Total fiduciary and related assets | $1,267,857,000 | 215 |
| Managed Assets ($) | $728,089,000 | 236 |
| Non-managed Assets ($) | $539,768,000 | 148 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,022,000 | 187 |
| 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 | $1,040,000 | 216 |
| Number of Managed Accounts | $850,000 | 210 |
| Number of Non-Managed Accounts | $190,000 | 137 |
| Total fiduciary and related assets | $1,329,164,000 | 179 |
| Managed Assets ($) | $766,329,000 | 201 |
| Non-managed Assets ($) | $562,835,000 | 120 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,735,000 | 156 |
| 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 | $1,054,000 | 208 |
| Number of Managed Accounts | $849,000 | 201 |
| Number of Non-Managed Accounts | $205,000 | 128 |
| Total fiduciary and related assets | $1,471,734,000 | 180 |
| Managed Assets ($) | $855,645,000 | 198 |
| Non-managed Assets ($) | $616,089,000 | 118 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,442,000 | 156 |
| 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 | $1,062,000 | 220 |
| Number of Managed Accounts | $851,000 | 214 |
| Number of Non-Managed Accounts | $211,000 | 146 |
| Total fiduciary and related assets | $1,575,853,000 | 180 |
| Managed Assets ($) | $889,522,000 | 197 |
| Non-managed Assets ($) | $686,331,000 | 120 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,350,000 | 163 |
| 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 | $1,069,000 | 210 |
| Number of Managed Accounts | $848,000 | 204 |
| Number of Non-Managed Accounts | $221,000 | 124 |
| Total fiduciary and related assets | $1,474,640,000 | 183 |
| Managed Assets ($) | $830,013,000 | 203 |
| Non-managed Assets ($) | $644,627,000 | 119 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,783,000 | 163 |
| 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 | $1,061,000 | 217 |
| Number of Managed Accounts | $836,000 | 212 |
| Number of Non-Managed Accounts | $225,000 | 126 |
| Total fiduciary and related assets | $1,434,791,000 | 185 |
| Managed Assets ($) | $781,863,000 | 209 |
| Non-managed Assets ($) | $652,928,000 | 120 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,420,000 | 164 |
| 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 | $1,069,000 | 213 |
| Number of Managed Accounts | $845,000 | 206 |
| Number of Non-Managed Accounts | $224,000 | 124 |
| Total fiduciary and related assets | $1,376,260,000 | 186 |
| Managed Assets ($) | $756,953,000 | 204 |
| Non-managed Assets ($) | $619,307,000 | 121 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,180,000 | 164 |
| 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 | $1,060,000 | 219 |
| Number of Managed Accounts | $831,000 | 215 |
| Number of Non-Managed Accounts | $229,000 | 146 |
| Total fiduciary and related assets | $1,323,799,000 | 191 |
| Managed Assets ($) | $725,394,000 | 217 |
| Non-managed Assets ($) | $598,405,000 | 124 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,832,000 | 165 |
| 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 | $1,052,000 | 208 |
| Number of Managed Accounts | $823,000 | 207 |
| Number of Non-Managed Accounts | $229,000 | 122 |
| Total fiduciary and related assets | $1,188,373,000 | 194 |
| Managed Assets ($) | $661,061,000 | 213 |
| Non-managed Assets ($) | $527,312,000 | 126 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,764,000 | 166 |
| 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 | $1,056,000 | 213 |
| Number of Managed Accounts | $827,000 | 213 |
| Number of Non-Managed Accounts | $229,000 | 130 |
| Total fiduciary and related assets | $1,135,621,000 | 197 |
| Managed Assets ($) | $641,567,000 | 220 |
| Non-managed Assets ($) | $494,054,000 | 129 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,734,000 | 168 |
| 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 | $1,062,000 | 205 |
| Number of Managed Accounts | $828,000 | 203 |
| Number of Non-Managed Accounts | $234,000 | 124 |
| Total fiduciary and related assets | $1,048,230,000 | 193 |
| Managed Assets ($) | $578,886,000 | 214 |
| Non-managed Assets ($) | $469,344,000 | 127 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,839,000 | 174 |
| 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 | $1,074,000 | 217 |
| Number of Managed Accounts | $834,000 | 215 |
| Number of Non-Managed Accounts | $240,000 | 151 |
| Total fiduciary and related assets | $1,168,223,000 | 194 |
| Managed Assets ($) | $627,974,000 | 225 |
| Non-managed Assets ($) | $540,249,000 | 126 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,495,000 | 171 |
| 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 | $1,083,000 | 203 |
| Number of Managed Accounts | $847,000 | 204 |
| Number of Non-Managed Accounts | $236,000 | 127 |
| Total fiduciary and related assets | $1,127,474,000 | 194 |
| Managed Assets ($) | $611,830,000 | 225 |
| Non-managed Assets ($) | $515,644,000 | 122 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,582,000 | 170 |
| 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 | $1,103,000 | 202 |
| Number of Managed Accounts | $862,000 | 206 |
| Number of Non-Managed Accounts | $241,000 | 129 |
| Total fiduciary and related assets | $1,152,814,000 | 191 |
| Managed Assets ($) | $638,164,000 | 210 |
| Non-managed Assets ($) | $514,650,000 | 121 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,672,000 | 169 |
| 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 | $1,104,000 | 201 |
| Number of Managed Accounts | $863,000 | 205 |
| Number of Non-Managed Accounts | $241,000 | 129 |
| Total fiduciary and related assets | $1,139,305,000 | 190 |
| Managed Assets ($) | $632,485,000 | 210 |
| Non-managed Assets ($) | $506,820,000 | 123 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,799,000 | 169 |
| 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 | $1,083,000 | 208 |
| Number of Managed Accounts | $844,000 | 208 |
| Number of Non-Managed Accounts | $239,000 | 152 |
| Total fiduciary and related assets | $1,063,279,000 | 192 |
| Managed Assets ($) | $579,017,000 | 217 |
| Non-managed Assets ($) | $484,262,000 | 127 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,905,000 | 176 |
| 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 | $1,082,000 | 201 |
| Number of Managed Accounts | $834,000 | 207 |
| Number of Non-Managed Accounts | $248,000 | 126 |
| Total fiduciary and related assets | $1,100,132,000 | 198 |
| Managed Assets ($) | $595,405,000 | 221 |
| Non-managed Assets ($) | $504,727,000 | 130 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,085,000 | 180 |
| 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 | $1,064,000 | 207 |
| Number of Managed Accounts | $817,000 | 210 |
| Number of Non-Managed Accounts | $247,000 | 129 |
| Total fiduciary and related assets | $1,041,894,000 | 200 |
| Managed Assets ($) | $557,704,000 | 225 |
| Non-managed Assets ($) | $484,190,000 | 133 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,299,000 | 184 |
| 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 | $800,000 | 213 |
| Number of Non-Managed Accounts | $248,000 | 131 |
| Total fiduciary and related assets | $953,249,000 | 206 |
| Managed Assets ($) | $558,600,000 | 221 |
| Non-managed Assets ($) | $394,649,000 | 140 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,659,000 | 184 |
| 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 | $1,053,000 | 219 |
| Number of Managed Accounts | $805,000 | 213 |
| Number of Non-Managed Accounts | $248,000 | 149 |
| Total fiduciary and related assets | $972,420,000 | 206 |
| Managed Assets ($) | $567,339,000 | 222 |
| Non-managed Assets ($) | $405,081,000 | 138 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,170,000 | 186 |
| 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 | $1,051,000 | 211 |
| Number of Managed Accounts | $805,000 | 208 |
| Number of Non-Managed Accounts | $246,000 | 127 |
| Total fiduciary and related assets | $924,147,000 | 207 |
| Managed Assets ($) | $560,527,000 | 219 |
| Non-managed Assets ($) | $363,620,000 | 143 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,514,000 | 189 |
| 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 | $1,080,000 | 203 |
| Number of Managed Accounts | $825,000 | 207 |
| Number of Non-Managed Accounts | $255,000 | 124 |
| Total fiduciary and related assets | $907,997,000 | 205 |
| Managed Assets ($) | $553,575,000 | 219 |
| Non-managed Assets ($) | $354,422,000 | 143 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,971,000 | 190 |
| 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 | $1,103,000 | 196 |
| Number of Managed Accounts | $839,000 | 204 |
| Number of Non-Managed Accounts | $264,000 | 120 |
| Total fiduciary and related assets | $871,120,000 | 206 |
| Managed Assets ($) | $531,561,000 | 226 |
| Non-managed Assets ($) | $339,559,000 | 143 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,467,000 | 187 |
| 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 | $1,064,000 | 204 |
| Number of Managed Accounts | $801,000 | 210 |
| Number of Non-Managed Accounts | $263,000 | 141 |
| Total fiduciary and related assets | $840,087,000 | 204 |
| Managed Assets ($) | $513,869,000 | 226 |
| Non-managed Assets ($) | $326,218,000 | 141 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,423,000 | 188 |
| 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 | $1,038,000 | 205 |
| Number of Managed Accounts | $773,000 | 208 |
| Number of Non-Managed Accounts | $265,000 | 124 |
| Total fiduciary and related assets | $801,629,000 | 209 |
| Managed Assets ($) | $489,151,000 | 232 |
| Non-managed Assets ($) | $312,478,000 | 142 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,012,000 | 186 |
| 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 | $1,020,000 | 211 |
| Number of Managed Accounts | $762,000 | 211 |
| Number of Non-Managed Accounts | $258,000 | 126 |
| Total fiduciary and related assets | $773,159,000 | 212 |
| Managed Assets ($) | $472,226,000 | 237 |
| Non-managed Assets ($) | $300,933,000 | 144 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,664,000 | 188 |
| 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 | $1,037,000 | 204 |
| Number of Managed Accounts | $786,000 | 208 |
| Number of Non-Managed Accounts | $251,000 | 130 |
| Total fiduciary and related assets | $756,614,000 | 212 |
| Managed Assets ($) | $457,817,000 | 236 |
| Non-managed Assets ($) | $298,797,000 | 146 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,263,000 | 194 |
| 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 | $829,000 | 251 |
| Number of Managed Accounts | $766,000 | 214 |
| Number of Non-Managed Accounts | $63,000 | 386 |
| Total fiduciary and related assets | $735,817,000 | 216 |
| Managed Assets ($) | $449,235,000 | 241 |
| Non-managed Assets ($) | $286,582,000 | 146 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,329,000 | 188 |
| 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 | $819,000 | 244 |
| Number of Managed Accounts | $752,000 | 212 |
| Number of Non-Managed Accounts | $67,000 | 236 |
| Total fiduciary and related assets | $707,063,000 | 217 |
| Managed Assets ($) | $438,570,000 | 240 |
| Non-managed Assets ($) | $268,493,000 | 150 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,027,000 | 187 |
| 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 | $819,000 | 246 |
| Number of Managed Accounts | $751,000 | 215 |
| Number of Non-Managed Accounts | $68,000 | 241 |
| Total fiduciary and related assets | $728,533,000 | 221 |
| Managed Assets ($) | $463,479,000 | 241 |
| Non-managed Assets ($) | $265,054,000 | 153 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,679,000 | 190 |
| 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 | $830,000 | 242 |
| Number of Managed Accounts | $754,000 | 213 |
| Number of Non-Managed Accounts | $76,000 | 225 |
| Total fiduciary and related assets | $719,136,000 | 224 |
| Managed Assets ($) | $454,909,000 | 243 |
| Non-managed Assets ($) | $264,227,000 | 154 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,329,000 | 194 |
| 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 | $840,000 | 247 |
| Number of Managed Accounts | $749,000 | 216 |
| Number of Non-Managed Accounts | $91,000 | 307 |
| Total fiduciary and related assets | $697,187,000 | 226 |
| Managed Assets ($) | $428,734,000 | 248 |
| Non-managed Assets ($) | $268,453,000 | 152 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,162,000 | 193 |
| 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 | $835,000 | 238 |
| Number of Managed Accounts | $746,000 | 213 |
| Number of Non-Managed Accounts | $89,000 | 211 |
| Total fiduciary and related assets | $678,728,000 | 230 |
| Managed Assets ($) | $418,565,000 | 249 |
| Non-managed Assets ($) | $260,163,000 | 153 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,806,000 | 195 |
| 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 | $830,000 | 238 |
| Number of Managed Accounts | $740,000 | 213 |
| Number of Non-Managed Accounts | $90,000 | 211 |
| Total fiduciary and related assets | $695,198,000 | 224 |
| Managed Assets ($) | $433,023,000 | 248 |
| Non-managed Assets ($) | $262,175,000 | 154 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,528,000 | 195 |
| 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 | $834,000 | 242 |
| Number of Managed Accounts | $739,000 | 211 |
| Number of Non-Managed Accounts | $95,000 | 213 |
| Total fiduciary and related assets | $678,080,000 | 226 |
| Managed Assets ($) | $420,205,000 | 247 |
| Non-managed Assets ($) | $257,875,000 | 156 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,244,000 | 199 |
| 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 | $829,000 | 252 |
| Number of Managed Accounts | $737,000 | 213 |
| Number of Non-Managed Accounts | $92,000 | 324 |
| Total fiduciary and related assets | $674,192,000 | 223 |
| Managed Assets ($) | $417,243,000 | 245 |
| Non-managed Assets ($) | $256,949,000 | 153 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,868,000 | 189 |
| 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 | $836,000 | 234 |
| Number of Managed Accounts | $742,000 | 204 |
| Number of Non-Managed Accounts | $94,000 | 213 |
| Total fiduciary and related assets | $647,911,000 | 219 |
| Managed Assets ($) | $400,519,000 | 246 |
| Non-managed Assets ($) | $247,392,000 | 148 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,614,000 | 188 |
| 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 | $833,000 | 232 |
| Number of Managed Accounts | $729,000 | 202 |
| Number of Non-Managed Accounts | $104,000 | 212 |
| Total fiduciary and related assets | $649,191,000 | 212 |
| Managed Assets ($) | $410,159,000 | 231 |
| Non-managed Assets ($) | $239,032,000 | 151 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,400,000 | 187 |
| 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 | $844,000 | 233 |
| Number of Managed Accounts | $726,000 | 202 |
| Number of Non-Managed Accounts | $118,000 | 199 |
| Total fiduciary and related assets | $664,749,000 | 204 |
| Managed Assets ($) | $419,273,000 | 225 |
| Non-managed Assets ($) | $245,476,000 | 150 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,192,000 | 188 |
| 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 | $863,000 | 244 |
| Number of Managed Accounts | $719,000 | 211 |
| Number of Non-Managed Accounts | $144,000 | 252 |
| Total fiduciary and related assets | $619,379,000 | 218 |
| Managed Assets ($) | $379,079,000 | 240 |
| Non-managed Assets ($) | $240,300,000 | 150 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,760,000 | 180 |
| 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 | $878,000 | 224 |
| Number of Managed Accounts | $714,000 | 204 |
| Number of Non-Managed Accounts | $164,000 | 162 |
| Total fiduciary and related assets | $638,809,000 | 210 |
| Managed Assets ($) | $382,493,000 | 234 |
| Non-managed Assets ($) | $256,316,000 | 144 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,571,000 | 176 |
| 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 | $883,000 | 221 |
| Number of Managed Accounts | $707,000 | 203 |
| Number of Non-Managed Accounts | $176,000 | 159 |
| Total fiduciary and related assets | $628,581,000 | 205 |
| Managed Assets ($) | $362,591,000 | 233 |
| Non-managed Assets ($) | $265,990,000 | 143 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,379,000 | 175 |
| 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 | $0 | 395 |
| Number of Managed Accounts | $0 | 379 |
| Number of Non-Managed Accounts | $0 | 372 |
| Total fiduciary and related assets | $0 | 394 |
| Managed Assets ($) | $0 | 379 |
| Non-managed Assets ($) | $0 | 371 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,205,000 | 175 |
| 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 | $951,000 | 217 |
| Number of Managed Accounts | $722,000 | 205 |
| Number of Non-Managed Accounts | $229,000 | 184 |
| Total fiduciary and related assets | $623,749,000 | 201 |
| Managed Assets ($) | $359,663,000 | 234 |
| Non-managed Assets ($) | $264,086,000 | 140 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $959,000 | 202 |
| Number of Managed Accounts | $722,000 | 195 |
| Number of Non-Managed Accounts | $237,000 | 137 |
| Total fiduciary and related assets | $605,236,000 | 204 |
| Managed Assets ($) | $329,456,000 | 239 |
| Non-managed Assets ($) | $275,780,000 | 132 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $970,000 | 206 |
| Number of Managed Accounts | $729,000 | 197 |
| Number of Non-Managed Accounts | $241,000 | 138 |
| Total fiduciary and related assets | $652,200,000 | 200 |
| Managed Assets ($) | $352,717,000 | 237 |
| Non-managed Assets ($) | $299,483,000 | 130 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $971,000 | 208 |
| Number of Managed Accounts | $721,000 | 197 |
| Number of Non-Managed Accounts | $250,000 | 139 |
| Total fiduciary and related assets | $643,826,000 | 204 |
| Managed Assets ($) | $347,586,000 | 241 |
| Non-managed Assets ($) | $296,240,000 | 136 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $950,000 | 227 |
| Number of Managed Accounts | $701,000 | 214 |
| Number of Non-Managed Accounts | $249,000 | 187 |
| Total fiduciary and related assets | $592,434,000 | 214 |
| Managed Assets ($) | $304,714,000 | 260 |
| Non-managed Assets ($) | $287,720,000 | 139 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $965,000 | 206 |
| Number of Managed Accounts | $710,000 | 199 |
| Number of Non-Managed Accounts | $255,000 | 143 |
| Total fiduciary and related assets | $570,645,000 | 215 |
| Managed Assets ($) | $299,297,000 | 251 |
| Non-managed Assets ($) | $271,348,000 | 140 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $991,000 | 205 |
| Number of Managed Accounts | $720,000 | 197 |
| Number of Non-Managed Accounts | $271,000 | 138 |
| Total fiduciary and related assets | $553,342,000 | 210 |
| Managed Assets ($) | $283,829,000 | 252 |
| Non-managed Assets ($) | $269,513,000 | 137 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2010-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,003,000 | 205 |
| Number of Managed Accounts | $725,000 | 196 |
| Number of Non-Managed Accounts | $278,000 | 141 |
| Total fiduciary and related assets | $582,209,000 | 213 |
| Managed Assets ($) | $299,643,000 | 252 |
| Non-managed Assets ($) | $282,566,000 | 140 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2009-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,013,000 | 219 |
| Number of Managed Accounts | $727,000 | 211 |
| Number of Non-Managed Accounts | $286,000 | 185 |
| Total fiduciary and related assets | $572,898,000 | 216 |
| Managed Assets ($) | $297,332,000 | 254 |
| Non-managed Assets ($) | $275,566,000 | 140 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2009-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,187,000 | 172 |
| Number of Managed Accounts | $748,000 | 193 |
| Number of Non-Managed Accounts | $439,000 | 113 |
| Total fiduciary and related assets | $597,822,000 | 208 |
| Managed Assets ($) | $308,514,000 | 244 |
| Non-managed Assets ($) | $289,308,000 | 131 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2009-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,226,000 | 171 |
| Number of Managed Accounts | $756,000 | 195 |
| Number of Non-Managed Accounts | $470,000 | 109 |
| Total fiduciary and related assets | $561,149,000 | 211 |
| Managed Assets ($) | $288,401,000 | 244 |
| Non-managed Assets ($) | $272,748,000 | 135 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2009-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,253,000 | 167 |
| Number of Managed Accounts | $780,000 | 189 |
| Number of Non-Managed Accounts | $473,000 | 111 |
| Total fiduciary and related assets | $514,852,000 | 217 |
| Managed Assets ($) | $257,706,000 | 258 |
| Non-managed Assets ($) | $257,146,000 | 131 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2008-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,299,000 | 175 |
| Number of Managed Accounts | $778,000 | 198 |
| Number of Non-Managed Accounts | $521,000 | 126 |
| Total fiduciary and related assets | $538,193,000 | 217 |
| Managed Assets ($) | $267,003,000 | 258 |
| Non-managed Assets ($) | $271,190,000 | 135 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2008-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,310,000 | 157 |
| Number of Managed Accounts | $772,000 | 190 |
| Number of Non-Managed Accounts | $538,000 | 103 |
| Total fiduciary and related assets | $606,672,000 | 212 |
| Managed Assets ($) | $278,865,000 | 259 |
| Non-managed Assets ($) | $327,807,000 | 133 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2008-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,343,000 | 156 |
| Number of Managed Accounts | $785,000 | 192 |
| Number of Non-Managed Accounts | $558,000 | 106 |
| Total fiduciary and related assets | $647,413,000 | 215 |
| Managed Assets ($) | $299,573,000 | 257 |
| Non-managed Assets ($) | $347,840,000 | 135 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2008-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,404,000 | 153 |
| Number of Managed Accounts | $805,000 | 191 |
| Number of Non-Managed Accounts | $599,000 | 101 |
| Total fiduciary and related assets | $657,890,000 | 216 |
| Managed Assets ($) | $303,040,000 | 263 |
| Non-managed Assets ($) | $354,850,000 | 138 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2007-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,416,000 | 159 |
| Number of Managed Accounts | $815,000 | 192 |
| Number of Non-Managed Accounts | $601,000 | 113 |
| Total fiduciary and related assets | $696,525,000 | 213 |
| Managed Assets ($) | $322,222,000 | 261 |
| Non-managed Assets ($) | $374,303,000 | 139 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2007-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,454,000 | 148 |
| Number of Managed Accounts | $819,000 | 183 |
| Number of Non-Managed Accounts | $635,000 | 92 |
| Total fiduciary and related assets | $715,350,000 | 211 |
| Managed Assets ($) | $315,534,000 | 263 |
| Non-managed Assets ($) | $399,816,000 | 135 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $1,505,000 | 138 |
| Number of Managed Accounts | $819,000 | 186 |
| Number of Non-Managed Accounts | $686,000 | 90 |
| Total fiduciary and related assets | $720,500,000 | 219 |
| Managed Assets ($) | $306,585,000 | 272 |
| Non-managed Assets ($) | $413,915,000 | 142 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $1,585,000 | 132 |
| Number of Managed Accounts | $840,000 | 178 |
| Number of Non-Managed Accounts | $745,000 | 85 |
| Total fiduciary and related assets | $727,915,000 | 215 |
| Managed Assets ($) | $311,024,000 | 265 |
| Non-managed Assets ($) | $416,891,000 | 139 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $1,665,000 | 137 |
| Number of Managed Accounts | $885,000 | 176 |
| Number of Non-Managed Accounts | $780,000 | 95 |
| Total fiduciary and related assets | $731,078,000 | 217 |
| Managed Assets ($) | $311,760,000 | 265 |
| Non-managed Assets ($) | $419,318,000 | 139 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $1,624,000 | 137 |
| Number of Managed Accounts | $862,000 | 180 |
| Number of Non-Managed Accounts | $762,000 | 87 |
| Total fiduciary and related assets | $710,228,000 | 219 |
| Managed Assets ($) | $309,085,000 | 268 |
| Non-managed Assets ($) | $401,143,000 | 141 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $1,638,000 | 142 |
| Number of Managed Accounts | $867,000 | 185 |
| Number of Non-Managed Accounts | $771,000 | 88 |
| Total fiduciary and related assets | $704,349,000 | 222 |
| Managed Assets ($) | $304,050,000 | 269 |
| Non-managed Assets ($) | $400,299,000 | 146 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $1,934,000 | 125 |
| Number of Managed Accounts | $1,135,000 | 150 |
| Number of Non-Managed Accounts | $799,000 | 86 |
| Total fiduciary and related assets | $703,210,000 | 226 |
| Managed Assets ($) | $300,603,000 | 269 |
| Non-managed Assets ($) | $402,607,000 | 148 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $1,959,000 | 128 |
| Number of Managed Accounts | $1,112,000 | 150 |
| Number of Non-Managed Accounts | $847,000 | 95 |
| Total fiduciary and related assets | $685,139,000 | 227 |
| Managed Assets ($) | $293,432,000 | 271 |
| Non-managed Assets ($) | $391,707,000 | 150 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $1,961,000 | 118 |
| Number of Managed Accounts | $1,105,000 | 144 |
| Number of Non-Managed Accounts | $856,000 | 82 |
| Total fiduciary and related assets | $673,418,000 | 225 |
| Managed Assets ($) | $292,447,000 | 267 |
| Non-managed Assets ($) | $380,971,000 | 151 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $1,989,000 | 113 |
| Number of Managed Accounts | $1,100,000 | 145 |
| Number of Non-Managed Accounts | $889,000 | 78 |
| Total fiduciary and related assets | $657,428,000 | 224 |
| Managed Assets ($) | $285,008,000 | 267 |
| Non-managed Assets ($) | $372,420,000 | 145 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $2,092,000 | 114 |
| Number of Managed Accounts | $1,111,000 | 145 |
| Number of Non-Managed Accounts | $981,000 | 77 |
| Total fiduciary and related assets | $651,554,000 | 230 |
| Managed Assets ($) | $292,833,000 | 261 |
| Non-managed Assets ($) | $358,721,000 | 150 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $2,162,000 | 120 |
| Number of Managed Accounts | $1,090,000 | 149 |
| Number of Non-Managed Accounts | $1,072,000 | 86 |
| Total fiduciary and related assets | $680,418,000 | 226 |
| Managed Assets ($) | $288,639,000 | 265 |
| Non-managed Assets ($) | $391,779,000 | 154 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $2,190,000 | 110 |
| Number of Managed Accounts | $1,065,000 | 149 |
| Number of Non-Managed Accounts | $1,125,000 | 76 |
| Total fiduciary and related assets | $673,930,000 | 221 |
| Managed Assets ($) | $279,782,000 | 261 |
| Non-managed Assets ($) | $394,148,000 | 152 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $2,233,000 | 111 |
| Number of Managed Accounts | $1,071,000 | 151 |
| Number of Non-Managed Accounts | $1,162,000 | 75 |
| Total fiduciary and related assets | $692,910,000 | 222 |
| Managed Assets ($) | $284,249,000 | 256 |
| Non-managed Assets ($) | $408,661,000 | 150 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $2,311,000 | 108 |
| Number of Managed Accounts | $1,081,000 | 147 |
| Number of Non-Managed Accounts | $1,230,000 | 72 |
| Total fiduciary and related assets | $681,220,000 | 224 |
| Managed Assets ($) | $286,268,000 | 256 |
| Non-managed Assets ($) | $394,952,000 | 148 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $2,365,000 | 120 |
| Number of Managed Accounts | $1,071,000 | 154 |
| Number of Non-Managed Accounts | $1,294,000 | 78 |
| Total fiduciary and related assets | $665,057,000 | 227 |
| Managed Assets ($) | $294,656,000 | 259 |
| Non-managed Assets ($) | $370,401,000 | 159 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $2,556,000 | 112 |
| Number of Managed Accounts | $1,120,000 | 150 |
| Number of Non-Managed Accounts | $1,436,000 | 71 |
| Total fiduciary and related assets | $628,920,000 | 236 |
| Managed Assets ($) | $280,523,000 | 262 |
| Non-managed Assets ($) | $348,397,000 | 165 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $2,676,000 | 109 |
| Number of Managed Accounts | $1,153,000 | 149 |
| Number of Non-Managed Accounts | $1,523,000 | 73 |
| Total fiduciary and related assets | $626,954,000 | 238 |
| Managed Assets ($) | $279,868,000 | 263 |
| Non-managed Assets ($) | $347,086,000 | 169 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $2,783,000 | 110 |
| Number of Managed Accounts | $1,139,000 | 154 |
| Number of Non-Managed Accounts | $1,644,000 | 72 |
| Total fiduciary and related assets | $582,066,000 | 246 |
| Managed Assets ($) | $260,300,000 | 273 |
| Non-managed Assets ($) | $321,766,000 | 175 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $2,753,000 | 116 |
| Number of Managed Accounts | $1,127,000 | 162 |
| Number of Non-Managed Accounts | $1,626,000 | 77 |
| Total fiduciary and related assets | $575,833,000 | 248 |
| Managed Assets ($) | $253,691,000 | 279 |
| Non-managed Assets ($) | $322,142,000 | 178 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2001-12-31 | 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 | 1,869 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1,865 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |