Home > First Niagara Bank > Fiduciary and Related Services
First Niagara Bank, Fiduciary and Related Services
| 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 | $1,466,000 | 159 |
| Number of Managed Accounts | $1,400,000 | 130 |
| Number of Non-Managed Accounts | $66,000 | 241 |
| Total fiduciary and related assets | $1,406,740,000 | 149 |
| Managed Assets ($) | $1,374,177,000 | 119 |
| Non-managed Assets ($) | $32,563,000 | 307 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,533,000 | 332 |
| 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 | $1,545,000 | 152 |
| Number of Managed Accounts | $1,474,000 | 125 |
| Number of Non-Managed Accounts | $71,000 | 233 |
| Total fiduciary and related assets | $1,429,995,000 | 143 |
| Managed Assets ($) | $1,395,448,000 | 118 |
| Non-managed Assets ($) | $34,547,000 | 306 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,617,000 | 130 |
| 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 | $1,572,000 | 145 |
| Number of Managed Accounts | $1,499,000 | 123 |
| Number of Non-Managed Accounts | $73,000 | 227 |
| Total fiduciary and related assets | $1,466,816,000 | 142 |
| Managed Assets ($) | $1,432,679,000 | 116 |
| Non-managed Assets ($) | $34,137,000 | 305 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,292,000 | 129 |
| 2015-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,620,000 | 145 |
| Number of Managed Accounts | $1,568,000 | 114 |
| Number of Non-Managed Accounts | $52,000 | 430 |
| Total fiduciary and related assets | $1,483,904,000 | 140 |
| Managed Assets ($) | $1,458,548,000 | 114 |
| Non-managed Assets ($) | $25,356,000 | 423 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,188,000 | 123 |
| 2015-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,645,000 | 139 |
| Number of Managed Accounts | $1,593,000 | 111 |
| Number of Non-Managed Accounts | $52,000 | 269 |
| Total fiduciary and related assets | $1,547,417,000 | 138 |
| Managed Assets ($) | $1,523,350,000 | 108 |
| Non-managed Assets ($) | $24,067,000 | 322 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,696,000 | 124 |
| 2015-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,670,000 | 140 |
| Number of Managed Accounts | $1,616,000 | 114 |
| Number of Non-Managed Accounts | $54,000 | 264 |
| Total fiduciary and related assets | $1,628,857,000 | 140 |
| Managed Assets ($) | $1,604,035,000 | 109 |
| Non-managed Assets ($) | $24,822,000 | 325 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,184,000 | 124 |
| 2015-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,698,000 | 138 |
| Number of Managed Accounts | $1,644,000 | 108 |
| Number of Non-Managed Accounts | $54,000 | 268 |
| Total fiduciary and related assets | $1,676,071,000 | 137 |
| Managed Assets ($) | $1,628,178,000 | 105 |
| Non-managed Assets ($) | $47,893,000 | 290 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,602,000 | 123 |
| 2014-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,690,000 | 138 |
| Number of Managed Accounts | $1,634,000 | 107 |
| Number of Non-Managed Accounts | $56,000 | 429 |
| Total fiduciary and related assets | $1,668,425,000 | 136 |
| Managed Assets ($) | $1,621,828,000 | 102 |
| Non-managed Assets ($) | $46,597,000 | 347 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,104,000 | 123 |
| 2014-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,688,000 | 133 |
| Number of Managed Accounts | $1,632,000 | 107 |
| Number of Non-Managed Accounts | $56,000 | 263 |
| Total fiduciary and related assets | $1,641,317,000 | 136 |
| Managed Assets ($) | $1,597,067,000 | 102 |
| Non-managed Assets ($) | $44,250,000 | 290 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,536,000 | 123 |
| 2014-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,748,000 | 123 |
| Number of Managed Accounts | $1,691,000 | 102 |
| Number of Non-Managed Accounts | $57,000 | 256 |
| Total fiduciary and related assets | $1,640,592,000 | 132 |
| Managed Assets ($) | $1,597,390,000 | 103 |
| Non-managed Assets ($) | $43,202,000 | 294 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,978,000 | 123 |
| 2014-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,750,000 | 125 |
| Number of Managed Accounts | $1,691,000 | 103 |
| Number of Non-Managed Accounts | $59,000 | 257 |
| Total fiduciary and related assets | $1,621,192,000 | 132 |
| Managed Assets ($) | $1,578,042,000 | 104 |
| Non-managed Assets ($) | $43,150,000 | 293 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,463,000 | 124 |
| 2013-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,792,000 | 127 |
| Number of Managed Accounts | $1,730,000 | 103 |
| Number of Non-Managed Accounts | $62,000 | 413 |
| Total fiduciary and related assets | $1,588,958,000 | 133 |
| Managed Assets ($) | $1,547,242,000 | 106 |
| Non-managed Assets ($) | $41,716,000 | 361 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,544,000 | 128 |
| 2013-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,822,000 | 121 |
| Number of Managed Accounts | $1,762,000 | 98 |
| Number of Non-Managed Accounts | $60,000 | 251 |
| Total fiduciary and related assets | $1,504,626,000 | 133 |
| Managed Assets ($) | $1,481,305,000 | 104 |
| Non-managed Assets ($) | $23,321,000 | 315 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,074,000 | 127 |
| 2013-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,865,000 | 120 |
| Number of Managed Accounts | $1,790,000 | 94 |
| Number of Non-Managed Accounts | $75,000 | 231 |
| Total fiduciary and related assets | $1,466,685,000 | 134 |
| Managed Assets ($) | $1,439,818,000 | 104 |
| Non-managed Assets ($) | $26,867,000 | 310 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,671,000 | 126 |
| 2013-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,865,000 | 120 |
| Number of Managed Accounts | $1,788,000 | 91 |
| Number of Non-Managed Accounts | $77,000 | 230 |
| Total fiduciary and related assets | $1,449,497,000 | 137 |
| Managed Assets ($) | $1,422,707,000 | 106 |
| Non-managed Assets ($) | $26,790,000 | 313 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,323,000 | 127 |
| 2012-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,863,000 | 125 |
| Number of Managed Accounts | $1,781,000 | 92 |
| Number of Non-Managed Accounts | $82,000 | 359 |
| Total fiduciary and related assets | $1,350,923,000 | 140 |
| Managed Assets ($) | $1,320,932,000 | 106 |
| Non-managed Assets ($) | $29,991,000 | 418 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,187,000 | 116 |
| 2012-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,920,000 | 113 |
| Number of Managed Accounts | $1,838,000 | 87 |
| Number of Non-Managed Accounts | $82,000 | 220 |
| Total fiduciary and related assets | $1,323,020,000 | 139 |
| Managed Assets ($) | $1,296,635,000 | 108 |
| Non-managed Assets ($) | $26,385,000 | 300 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,835,000 | 114 |
| 2012-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,953,000 | 109 |
| Number of Managed Accounts | $1,901,000 | 82 |
| Number of Non-Managed Accounts | $52,000 | 257 |
| Total fiduciary and related assets | $1,270,889,000 | 141 |
| Managed Assets ($) | $1,249,328,000 | 107 |
| Non-managed Assets ($) | $21,561,000 | 306 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,542,000 | 115 |
| 2012-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,985,000 | 105 |
| Number of Managed Accounts | $1,828,000 | 88 |
| Number of Non-Managed Accounts | $157,000 | 166 |
| Total fiduciary and related assets | $1,307,297,000 | 138 |
| Managed Assets ($) | $1,231,568,000 | 108 |
| Non-managed Assets ($) | $75,729,000 | 226 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,265,000 | 116 |
| 2011-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,979,000 | 112 |
| Number of Managed Accounts | $1,929,000 | 80 |
| Number of Non-Managed Accounts | $50,000 | 490 |
| Total fiduciary and related assets | $1,222,097,000 | 137 |
| Managed Assets ($) | $1,195,919,000 | 108 |
| Non-managed Assets ($) | $26,178,000 | 433 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,570,000 | 97 |
| 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 | $2,065,000 | 102 |
| Number of Managed Accounts | $1,985,000 | 78 |
| Number of Non-Managed Accounts | $80,000 | 216 |
| Total fiduciary and related assets | $1,251,385,000 | 135 |
| Managed Assets ($) | $1,211,662,000 | 106 |
| Non-managed Assets ($) | $39,723,000 | 272 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,306,000 | 97 |
| 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 | $2,137,000 | 100 |
| Number of Managed Accounts | $2,056,000 | 79 |
| Number of Non-Managed Accounts | $81,000 | 219 |
| Total fiduciary and related assets | $1,399,420,000 | 135 |
| Managed Assets ($) | $1,352,688,000 | 104 |
| Non-managed Assets ($) | $46,732,000 | 268 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,095,000 | 94 |
| 2011-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,165,000 | 174 |
| Number of Managed Accounts | $1,053,000 | 138 |
| Number of Non-Managed Accounts | $112,000 | 201 |
| Total fiduciary and related assets | $861,762,000 | 167 |
| Managed Assets ($) | $477,343,000 | 186 |
| Non-managed Assets ($) | $384,419,000 | 119 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,082,000 | 156 |
| 2010-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,205,000 | 180 |
| Number of Managed Accounts | $1,094,000 | 140 |
| Number of Non-Managed Accounts | $111,000 | 312 |
| Total fiduciary and related assets | $838,594,000 | 172 |
| Managed Assets ($) | $473,119,000 | 183 |
| Non-managed Assets ($) | $365,475,000 | 126 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,513,000 | 178 |
| 2010-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,270,000 | 162 |
| Number of Managed Accounts | $1,134,000 | 131 |
| Number of Non-Managed Accounts | $136,000 | 192 |
| Total fiduciary and related assets | $851,209,000 | 165 |
| Managed Assets ($) | $505,810,000 | 173 |
| Non-managed Assets ($) | $345,399,000 | 122 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,349,000 | 195 |
| 2010-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,328,000 | 152 |
| Number of Managed Accounts | $1,193,000 | 126 |
| Number of Non-Managed Accounts | $135,000 | 188 |
| Total fiduciary and related assets | $817,802,000 | 166 |
| Managed Assets ($) | $494,524,000 | 170 |
| Non-managed Assets ($) | $323,278,000 | 120 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,274,000 | 217 |
| 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 | $89,000 | 385 |
| Number of Managed Accounts | $29,000 | 379 |
| Number of Non-Managed Accounts | $60,000 | 256 |
| Total fiduciary and related assets | $347,768,000 | 279 |
| Managed Assets ($) | $26,052,000 | 367 |
| Non-managed Assets ($) | $321,716,000 | 128 |
| 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 | $98,000 | 849 |
| Number of Managed Accounts | $41,000 | 914 |
| Number of Non-Managed Accounts | $57,000 | 491 |
| Total fiduciary and related assets | $332,548,000 | 290 |
| Managed Assets ($) | $26,944,000 | 776 |
| Non-managed Assets ($) | $305,604,000 | 129 |
| 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 | $138,000 | 368 |
| Number of Managed Accounts | $76,000 | 349 |
| Number of Non-Managed Accounts | $62,000 | 240 |
| Total fiduciary and related assets | $348,741,000 | 275 |
| Managed Assets ($) | $55,578,000 | 345 |
| Non-managed Assets ($) | $293,163,000 | 130 |
| 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 | $162,000 | 371 |
| Number of Managed Accounts | $118,000 | 345 |
| Number of Non-Managed Accounts | $44,000 | 273 |
| Total fiduciary and related assets | $312,277,000 | 288 |
| Managed Assets ($) | $59,295,000 | 352 |
| Non-managed Assets ($) | $252,982,000 | 136 |
| 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 | $181,000 | 369 |
| Number of Managed Accounts | $141,000 | 340 |
| Number of Non-Managed Accounts | $40,000 | 277 |
| Total fiduciary and related assets | $270,904,000 | 303 |
| Managed Assets ($) | $61,137,000 | 351 |
| Non-managed Assets ($) | $209,767,000 | 147 |
| 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 | $226,000 | 619 |
| Number of Managed Accounts | $186,000 | 532 |
| Number of Non-Managed Accounts | $40,000 | 590 |
| Total fiduciary and related assets | $292,653,000 | 301 |
| Managed Assets ($) | $72,420,000 | 541 |
| Non-managed Assets ($) | $220,233,000 | 155 |
| 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 | $270,000 | 370 |
| Number of Managed Accounts | $228,000 | 336 |
| Number of Non-Managed Accounts | $42,000 | 293 |
| Total fiduciary and related assets | $352,404,000 | 287 |
| Managed Assets ($) | $99,066,000 | 364 |
| Non-managed Assets ($) | $253,338,000 | 147 |
| 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 | $328,000 | 363 |
| Number of Managed Accounts | $289,000 | 321 |
| Number of Non-Managed Accounts | $39,000 | 301 |
| Total fiduciary and related assets | $335,186,000 | 301 |
| Managed Assets ($) | $188,924,000 | 333 |
| Non-managed Assets ($) | $146,262,000 | 200 |
| 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 | $413,000 | 343 |
| Number of Managed Accounts | $367,000 | 302 |
| Number of Non-Managed Accounts | $46,000 | 290 |
| Total fiduciary and related assets | $539,419,000 | 246 |
| Managed Assets ($) | $353,215,000 | 243 |
| Non-managed Assets ($) | $186,204,000 | 180 |
| 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 | $421,000 | 429 |
| Number of Managed Accounts | $375,000 | 344 |
| Number of Non-Managed Accounts | $46,000 | 572 |
| Total fiduciary and related assets | $643,135,000 | 225 |
| Managed Assets ($) | $383,470,000 | 234 |
| Non-managed Assets ($) | $259,665,000 | 161 |
| 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 | $493,000 | 307 |
| Number of Managed Accounts | $358,000 | 299 |
| Number of Non-Managed Accounts | $135,000 | 196 |
| Total fiduciary and related assets | $786,691,000 | 204 |
| Managed Assets ($) | $301,223,000 | 267 |
| Non-managed Assets ($) | $485,468,000 | 127 |
| 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 | $615,000 | 285 |
| Number of Managed Accounts | $436,000 | 274 |
| Number of Non-Managed Accounts | $179,000 | 176 |
| Total fiduciary and related assets | $933,262,000 | 189 |
| Managed Assets ($) | $314,236,000 | 266 |
| Non-managed Assets ($) | $619,026,000 | 128 |
| 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 | $636,000 | 283 |
| Number of Managed Accounts | $464,000 | 262 |
| Number of Non-Managed Accounts | $172,000 | 181 |
| Total fiduciary and related assets | $788,108,000 | 207 |
| Managed Assets ($) | $341,802,000 | 245 |
| Non-managed Assets ($) | $446,306,000 | 137 |
| 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 | $707,000 | 293 |
| Number of Managed Accounts | $522,000 | 268 |
| Number of Non-Managed Accounts | $185,000 | 249 |
| Total fiduciary and related assets | $793,272,000 | 205 |
| Managed Assets ($) | $339,663,000 | 250 |
| Non-managed Assets ($) | $453,609,000 | 135 |
| 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 | $699,000 | 269 |
| Number of Managed Accounts | $522,000 | 248 |
| Number of Non-Managed Accounts | $177,000 | 190 |
| Total fiduciary and related assets | $774,634,000 | 210 |
| Managed Assets ($) | $331,286,000 | 254 |
| Non-managed Assets ($) | $443,348,000 | 137 |
| 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 | $666,000 | 281 |
| Number of Managed Accounts | $534,000 | 251 |
| Number of Non-Managed Accounts | $132,000 | 220 |
| Total fiduciary and related assets | $711,209,000 | 220 |
| Managed Assets ($) | $316,345,000 | 261 |
| Non-managed Assets ($) | $394,864,000 | 147 |
| 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 | $733,000 | 269 |
| Number of Managed Accounts | $563,000 | 248 |
| Number of Non-Managed Accounts | $170,000 | 204 |
| Total fiduciary and related assets | $695,792,000 | 227 |
| Managed Assets ($) | $317,976,000 | 259 |
| Non-managed Assets ($) | $377,816,000 | 150 |
| 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 | $703,000 | 299 |
| Number of Managed Accounts | $659,000 | 233 |
| Number of Non-Managed Accounts | $44,000 | 605 |
| Total fiduciary and related assets | $488,178,000 | 258 |
| Managed Assets ($) | $321,523,000 | 255 |
| Non-managed Assets ($) | $166,655,000 | 214 |
| 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 | $652,000 | 272 |
| Number of Managed Accounts | $615,000 | 226 |
| Number of Non-Managed Accounts | $37,000 | 308 |
| Total fiduciary and related assets | $491,166,000 | 252 |
| Managed Assets ($) | $331,577,000 | 246 |
| Non-managed Assets ($) | $159,589,000 | 206 |
| 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 | $661,000 | 276 |
| Number of Managed Accounts | $624,000 | 223 |
| Number of Non-Managed Accounts | $37,000 | 319 |
| Total fiduciary and related assets | $447,683,000 | 263 |
| Managed Assets ($) | $290,244,000 | 265 |
| Non-managed Assets ($) | $157,439,000 | 212 |
| 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 | $673,000 | 272 |
| Number of Managed Accounts | $630,000 | 223 |
| Number of Non-Managed Accounts | $43,000 | 309 |
| Total fiduciary and related assets | $439,127,000 | 268 |
| Managed Assets ($) | $282,519,000 | 272 |
| Non-managed Assets ($) | $156,608,000 | 211 |
| 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 | $531,000 | 369 |
| Number of Managed Accounts | $485,000 | 289 |
| Number of Non-Managed Accounts | $46,000 | 611 |
| Total fiduciary and related assets | $461,733,000 | 261 |
| Managed Assets ($) | $248,097,000 | 289 |
| Non-managed Assets ($) | $213,636,000 | 195 |
| 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 | $529,000 | 309 |
| Number of Managed Accounts | $478,000 | 263 |
| Number of Non-Managed Accounts | $51,000 | 305 |
| Total fiduciary and related assets | $518,047,000 | 243 |
| Managed Assets ($) | $239,260,000 | 283 |
| Non-managed Assets ($) | $278,787,000 | 168 |
| 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 | $550,000 | 306 |
| Number of Managed Accounts | $472,000 | 268 |
| Number of Non-Managed Accounts | $78,000 | 281 |
| Total fiduciary and related assets | $509,746,000 | 246 |
| Managed Assets ($) | $225,862,000 | 295 |
| Non-managed Assets ($) | $283,884,000 | 169 |
| 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 | $583,000 | 297 |
| Number of Managed Accounts | $509,000 | 255 |
| Number of Non-Managed Accounts | $74,000 | 287 |
| Total fiduciary and related assets | $523,674,000 | 246 |
| Managed Assets ($) | $246,997,000 | 288 |
| Non-managed Assets ($) | $276,677,000 | 171 |
| 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 | $272,000 | 577 |
| Number of Managed Accounts | $255,000 | 462 |
| Number of Non-Managed Accounts | $17,000 | 893 |
| Total fiduciary and related assets | $151,376,000 | 466 |
| Managed Assets ($) | $140,670,000 | 397 |
| Non-managed Assets ($) | $10,706,000 | 648 |
| 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 | $253,000 | 387 |
| Number of Managed Accounts | $237,000 | 345 |
| Number of Non-Managed Accounts | $16,000 | 385 |
| Total fiduciary and related assets | $162,536,000 | 387 |
| Managed Assets ($) | $155,210,000 | 333 |
| Non-managed Assets ($) | $7,326,000 | 391 |
| 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 | $115,000 | 425 |
| Number of Managed Accounts | $100,000 | 391 |
| Number of Non-Managed Accounts | $15,000 | 395 |
| Total fiduciary and related assets | $42,506,000 | 432 |
| Managed Assets ($) | $34,549,000 | 399 |
| Non-managed Assets ($) | $7,957,000 | 393 |
| 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 | $111,000 | 440 |
| Number of Managed Accounts | $95,000 | 401 |
| Number of Non-Managed Accounts | $16,000 | 400 |
| Total fiduciary and related assets | $40,273,000 | 443 |
| Managed Assets ($) | $32,128,000 | 414 |
| Non-managed Assets ($) | $8,145,000 | 397 |
| 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 | $108,000 | 935 |
| Number of Managed Accounts | $91,000 | 814 |
| Number of Non-Managed Accounts | $17,000 | 908 |
| Total fiduciary and related assets | $40,356,000 | 839 |
| Managed Assets ($) | $31,204,000 | 784 |
| Non-managed Assets ($) | $9,152,000 | 666 |
| Memoranda | ||
| Gross Fiduciary activities income | $259,000 | 755 |
| 2001-12-31 | Rank | |
| Fiduciary powers granted | $0 | 2,623 |
| Fiduciary power exercised | $0 | 1,948 |
| Fiduciary or related activity | $0 | 1,876 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,869 |
| Number of Managed Accounts | $0 | 1,766 |
| Number of Non-Managed Accounts | $0 | 1,385 |
| Total fiduciary and related assets | $0 | 1,865 |
| Managed Assets ($) | $0 | 1,766 |
| Non-managed Assets ($) | $0 | 1,377 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,731 |
| 2000-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,332 |
| 1999-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,380 |
| 1998-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,398 |
| 1997-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,450 |
| 1996-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,526 |
| 1995-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,590 |
| 1994-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,599 |
| 1993-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,630 |
| 1992-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,658 |