Home > Firstmerit Bank > Fiduciary and Related Services
Firstmerit Bank, Fiduciary and Related Services
| 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 | $4,544,000 | 64 |
| Number of Managed Accounts | $4,078,000 | 51 |
| Number of Non-Managed Accounts | $466,000 | 94 |
| Total fiduciary and related assets | $5,918,565,000 | 69 |
| Managed Assets ($) | $4,660,450,000 | 51 |
| Non-managed Assets ($) | $1,258,115,000 | 89 |
| Memoranda | ||
| Gross Fiduciary activities income | $21,451,000 | 49 |
| 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 | $4,639,000 | 63 |
| Number of Managed Accounts | $4,156,000 | 51 |
| Number of Non-Managed Accounts | $483,000 | 94 |
| Total fiduciary and related assets | $5,885,385,000 | 68 |
| Managed Assets ($) | $4,642,141,000 | 51 |
| Non-managed Assets ($) | $1,243,244,000 | 88 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,284,000 | 50 |
| 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 | $4,643,000 | 61 |
| Number of Managed Accounts | $4,159,000 | 49 |
| Number of Non-Managed Accounts | $484,000 | 102 |
| Total fiduciary and related assets | $5,781,306,000 | 67 |
| Managed Assets ($) | $4,553,784,000 | 50 |
| Non-managed Assets ($) | $1,227,522,000 | 89 |
| Memoranda | ||
| Gross Fiduciary activities income | $42,124,000 | 50 |
| 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 | $4,742,000 | 56 |
| Number of Managed Accounts | $4,240,000 | 46 |
| Number of Non-Managed Accounts | $502,000 | 91 |
| Total fiduciary and related assets | $5,674,009,000 | 67 |
| Managed Assets ($) | $4,478,481,000 | 50 |
| Non-managed Assets ($) | $1,195,528,000 | 89 |
| Memoranda | ||
| Gross Fiduciary activities income | $31,917,000 | 50 |
| 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 | $4,758,000 | 56 |
| Number of Managed Accounts | $4,249,000 | 47 |
| Number of Non-Managed Accounts | $509,000 | 91 |
| Total fiduciary and related assets | $5,898,551,000 | 67 |
| Managed Assets ($) | $4,616,628,000 | 52 |
| Non-managed Assets ($) | $1,281,923,000 | 89 |
| Memoranda | ||
| Gross Fiduciary activities income | $20,969,000 | 52 |
| 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 | $4,772,000 | 57 |
| Number of Managed Accounts | $4,252,000 | 47 |
| Number of Non-Managed Accounts | $520,000 | 92 |
| Total fiduciary and related assets | $6,043,732,000 | 67 |
| Managed Assets ($) | $4,712,719,000 | 52 |
| Non-managed Assets ($) | $1,331,013,000 | 88 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,149,000 | 55 |
| 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 | $4,742,000 | 57 |
| Number of Managed Accounts | $4,220,000 | 46 |
| Number of Non-Managed Accounts | $522,000 | 102 |
| Total fiduciary and related assets | $5,972,771,000 | 66 |
| Managed Assets ($) | $4,689,596,000 | 51 |
| Non-managed Assets ($) | $1,283,175,000 | 88 |
| Memoranda | ||
| Gross Fiduciary activities income | $39,949,000 | 53 |
| 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 | $4,725,000 | 54 |
| Number of Managed Accounts | $4,203,000 | 45 |
| Number of Non-Managed Accounts | $522,000 | 90 |
| Total fiduciary and related assets | $5,972,902,000 | 67 |
| Managed Assets ($) | $4,682,417,000 | 50 |
| Non-managed Assets ($) | $1,290,485,000 | 86 |
| Memoranda | ||
| Gross Fiduciary activities income | $30,119,000 | 53 |
| 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 | $4,678,000 | 53 |
| Number of Managed Accounts | $4,157,000 | 43 |
| Number of Non-Managed Accounts | $521,000 | 89 |
| Total fiduciary and related assets | $6,009,740,000 | 66 |
| Managed Assets ($) | $4,703,169,000 | 50 |
| Non-managed Assets ($) | $1,306,571,000 | 84 |
| Memoranda | ||
| Gross Fiduciary activities income | $19,818,000 | 53 |
| 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 | $4,696,000 | 56 |
| Number of Managed Accounts | $4,144,000 | 44 |
| Number of Non-Managed Accounts | $552,000 | 91 |
| Total fiduciary and related assets | $5,869,616,000 | 66 |
| Managed Assets ($) | $4,600,297,000 | 51 |
| Non-managed Assets ($) | $1,269,319,000 | 85 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,748,000 | 54 |
| 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 | $4,693,000 | 56 |
| Number of Managed Accounts | $4,126,000 | 44 |
| Number of Non-Managed Accounts | $567,000 | 100 |
| Total fiduciary and related assets | $5,942,066,000 | 64 |
| Managed Assets ($) | $4,484,612,000 | 51 |
| Non-managed Assets ($) | $1,457,454,000 | 80 |
| Memoranda | ||
| Gross Fiduciary activities income | $34,770,000 | 54 |
| 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 | $4,682,000 | 56 |
| Number of Managed Accounts | $4,140,000 | 44 |
| Number of Non-Managed Accounts | $542,000 | 90 |
| Total fiduciary and related assets | $5,940,357,000 | 64 |
| Managed Assets ($) | $4,450,347,000 | 51 |
| Non-managed Assets ($) | $1,490,010,000 | 78 |
| Memoranda | ||
| Gross Fiduciary activities income | $24,515,000 | 56 |
| 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 | $4,717,000 | 55 |
| Number of Managed Accounts | $4,171,000 | 41 |
| Number of Non-Managed Accounts | $546,000 | 90 |
| Total fiduciary and related assets | $5,758,307,000 | 66 |
| Managed Assets ($) | $4,342,048,000 | 51 |
| Non-managed Assets ($) | $1,416,259,000 | 80 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,907,000 | 61 |
| 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 | $3,053,000 | 81 |
| Number of Managed Accounts | $2,584,000 | 66 |
| Number of Non-Managed Accounts | $469,000 | 99 |
| Total fiduciary and related assets | $3,844,099,000 | 79 |
| Managed Assets ($) | $2,818,983,000 | 66 |
| Non-managed Assets ($) | $1,025,116,000 | 90 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,740,000 | 69 |
| 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 | $3,062,000 | 82 |
| Number of Managed Accounts | $2,583,000 | 62 |
| Number of Non-Managed Accounts | $479,000 | 110 |
| Total fiduciary and related assets | $3,721,227,000 | 76 |
| Managed Assets ($) | $2,738,852,000 | 66 |
| Non-managed Assets ($) | $982,375,000 | 90 |
| Memoranda | ||
| Gross Fiduciary activities income | $23,143,000 | 67 |
| 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 | $3,096,000 | 78 |
| Number of Managed Accounts | $2,610,000 | 62 |
| Number of Non-Managed Accounts | $486,000 | 91 |
| Total fiduciary and related assets | $3,713,562,000 | 73 |
| Managed Assets ($) | $2,739,895,000 | 65 |
| Non-managed Assets ($) | $973,667,000 | 89 |
| Memoranda | ||
| Gross Fiduciary activities income | $17,481,000 | 66 |
| 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 | $3,113,000 | 76 |
| Number of Managed Accounts | $2,625,000 | 61 |
| Number of Non-Managed Accounts | $488,000 | 94 |
| Total fiduciary and related assets | $3,595,262,000 | 74 |
| Managed Assets ($) | $2,669,620,000 | 65 |
| Non-managed Assets ($) | $925,642,000 | 92 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,357,000 | 67 |
| 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 | $3,131,000 | 78 |
| Number of Managed Accounts | $2,633,000 | 61 |
| Number of Non-Managed Accounts | $498,000 | 91 |
| Total fiduciary and related assets | $3,672,736,000 | 73 |
| Managed Assets ($) | $2,662,604,000 | 64 |
| Non-managed Assets ($) | $1,010,132,000 | 85 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,627,000 | 68 |
| 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 | $3,142,000 | 79 |
| Number of Managed Accounts | $2,640,000 | 61 |
| Number of Non-Managed Accounts | $502,000 | 105 |
| Total fiduciary and related assets | $3,526,818,000 | 75 |
| Managed Assets ($) | $2,594,441,000 | 63 |
| Non-managed Assets ($) | $932,377,000 | 87 |
| Memoranda | ||
| Gross Fiduciary activities income | $22,396,000 | 57 |
| 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 | $3,186,000 | 79 |
| Number of Managed Accounts | $2,665,000 | 62 |
| Number of Non-Managed Accounts | $521,000 | 91 |
| Total fiduciary and related assets | $3,447,415,000 | 76 |
| Managed Assets ($) | $2,507,816,000 | 66 |
| Non-managed Assets ($) | $939,599,000 | 88 |
| Memoranda | ||
| Gross Fiduciary activities income | $16,983,000 | 58 |
| 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 | $3,222,000 | 80 |
| Number of Managed Accounts | $2,684,000 | 62 |
| Number of Non-Managed Accounts | $538,000 | 94 |
| Total fiduciary and related assets | $3,764,986,000 | 78 |
| Managed Assets ($) | $2,640,578,000 | 66 |
| Non-managed Assets ($) | $1,124,408,000 | 85 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,376,000 | 59 |
| 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 | $3,241,000 | 78 |
| Number of Managed Accounts | $2,701,000 | 60 |
| Number of Non-Managed Accounts | $540,000 | 94 |
| Total fiduciary and related assets | $3,703,185,000 | 77 |
| Managed Assets ($) | $2,600,833,000 | 64 |
| Non-managed Assets ($) | $1,102,352,000 | 85 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,514,000 | 59 |
| 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 | $3,306,000 | 79 |
| Number of Managed Accounts | $2,745,000 | 59 |
| Number of Non-Managed Accounts | $561,000 | 106 |
| Total fiduciary and related assets | $3,639,333,000 | 78 |
| Managed Assets ($) | $2,560,215,000 | 67 |
| Non-managed Assets ($) | $1,079,118,000 | 86 |
| Memoranda | ||
| Gross Fiduciary activities income | $21,951,000 | 58 |
| 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 | $3,341,000 | 76 |
| Number of Managed Accounts | $2,777,000 | 59 |
| Number of Non-Managed Accounts | $564,000 | 92 |
| Total fiduciary and related assets | $3,570,153,000 | 78 |
| Managed Assets ($) | $2,563,938,000 | 66 |
| Non-managed Assets ($) | $1,006,215,000 | 87 |
| Memoranda | ||
| Gross Fiduciary activities income | $16,324,000 | 59 |
| 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 | $3,425,000 | 76 |
| Number of Managed Accounts | $2,869,000 | 53 |
| Number of Non-Managed Accounts | $556,000 | 94 |
| Total fiduciary and related assets | $3,493,465,000 | 77 |
| Managed Assets ($) | $2,521,174,000 | 64 |
| Non-managed Assets ($) | $972,291,000 | 87 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,856,000 | 58 |
| 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 | $3,222,000 | 80 |
| Number of Managed Accounts | $2,666,000 | 60 |
| Number of Non-Managed Accounts | $556,000 | 98 |
| Total fiduciary and related assets | $3,590,510,000 | 77 |
| Managed Assets ($) | $2,538,186,000 | 65 |
| Non-managed Assets ($) | $1,052,324,000 | 87 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,281,000 | 55 |
| 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 | $3,303,000 | 83 |
| Number of Managed Accounts | $2,704,000 | 63 |
| Number of Non-Managed Accounts | $599,000 | 113 |
| Total fiduciary and related assets | $3,507,426,000 | 79 |
| Managed Assets ($) | $2,487,668,000 | 65 |
| Non-managed Assets ($) | $1,019,758,000 | 89 |
| Memoranda | ||
| Gross Fiduciary activities income | $20,684,000 | 58 |
| 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 | $3,460,000 | 77 |
| Number of Managed Accounts | $2,749,000 | 61 |
| Number of Non-Managed Accounts | $711,000 | 86 |
| Total fiduciary and related assets | $3,345,817,000 | 79 |
| Managed Assets ($) | $2,341,876,000 | 67 |
| Non-managed Assets ($) | $1,003,941,000 | 90 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,309,000 | 59 |
| 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 | $3,522,000 | 79 |
| Number of Managed Accounts | $2,794,000 | 63 |
| Number of Non-Managed Accounts | $728,000 | 85 |
| Total fiduciary and related assets | $3,125,295,000 | 83 |
| Managed Assets ($) | $2,220,037,000 | 68 |
| Non-managed Assets ($) | $905,258,000 | 94 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,227,000 | 60 |
| 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 | $3,577,000 | 75 |
| Number of Managed Accounts | $2,833,000 | 61 |
| Number of Non-Managed Accounts | $744,000 | 83 |
| Total fiduciary and related assets | $2,976,611,000 | 82 |
| Managed Assets ($) | $2,146,626,000 | 68 |
| Non-managed Assets ($) | $829,985,000 | 93 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,789,000 | 59 |
| 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 | $3,623,000 | 83 |
| Number of Managed Accounts | $2,864,000 | 62 |
| Number of Non-Managed Accounts | $759,000 | 100 |
| Total fiduciary and related assets | $3,170,730,000 | 85 |
| Managed Assets ($) | $2,284,243,000 | 66 |
| Non-managed Assets ($) | $886,487,000 | 95 |
| Memoranda | ||
| Gross Fiduciary activities income | $22,127,000 | 57 |
| 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 | $3,709,000 | 79 |
| Number of Managed Accounts | $2,929,000 | 62 |
| Number of Non-Managed Accounts | $780,000 | 86 |
| Total fiduciary and related assets | $3,447,485,000 | 85 |
| Managed Assets ($) | $2,428,813,000 | 68 |
| Non-managed Assets ($) | $1,018,672,000 | 92 |
| Memoranda | ||
| Gross Fiduciary activities income | $16,835,000 | 59 |
| 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 | $3,819,000 | 78 |
| Number of Managed Accounts | $3,010,000 | 60 |
| Number of Non-Managed Accounts | $809,000 | 83 |
| Total fiduciary and related assets | $3,611,093,000 | 89 |
| Managed Assets ($) | $2,492,453,000 | 73 |
| Non-managed Assets ($) | $1,118,640,000 | 94 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,272,000 | 62 |
| 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 | $3,808,000 | 78 |
| Number of Managed Accounts | $3,000,000 | 62 |
| Number of Non-Managed Accounts | $808,000 | 81 |
| Total fiduciary and related assets | $3,706,517,000 | 89 |
| Managed Assets ($) | $2,564,895,000 | 70 |
| Non-managed Assets ($) | $1,141,622,000 | 93 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,451,000 | 61 |
| 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 | $3,824,000 | 79 |
| Number of Managed Accounts | $2,998,000 | 61 |
| Number of Non-Managed Accounts | $826,000 | 91 |
| Total fiduciary and related assets | $3,852,986,000 | 85 |
| Managed Assets ($) | $2,650,240,000 | 72 |
| Non-managed Assets ($) | $1,202,746,000 | 94 |
| Memoranda | ||
| Gross Fiduciary activities income | $23,245,000 | 62 |
| 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 | $3,854,000 | 73 |
| Number of Managed Accounts | $3,032,000 | 59 |
| Number of Non-Managed Accounts | $822,000 | 80 |
| Total fiduciary and related assets | $3,943,051,000 | 86 |
| Managed Assets ($) | $2,713,630,000 | 68 |
| Non-managed Assets ($) | $1,229,421,000 | 91 |
| Memoranda | ||
| Gross Fiduciary activities income | $17,349,000 | 62 |
| 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 | $3,868,000 | 72 |
| Number of Managed Accounts | $3,034,000 | 59 |
| Number of Non-Managed Accounts | $834,000 | 79 |
| Total fiduciary and related assets | $3,848,547,000 | 90 |
| Managed Assets ($) | $2,630,058,000 | 70 |
| Non-managed Assets ($) | $1,218,489,000 | 96 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,692,000 | 63 |
| 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 | $3,892,000 | 71 |
| Number of Managed Accounts | $3,052,000 | 58 |
| Number of Non-Managed Accounts | $840,000 | 77 |
| Total fiduciary and related assets | $3,854,298,000 | 89 |
| Managed Assets ($) | $2,602,264,000 | 68 |
| Non-managed Assets ($) | $1,252,034,000 | 95 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,597,000 | 64 |
| 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 | $3,944,000 | 75 |
| Number of Managed Accounts | $3,067,000 | 55 |
| Number of Non-Managed Accounts | $877,000 | 87 |
| Total fiduciary and related assets | $3,781,669,000 | 89 |
| Managed Assets ($) | $2,573,094,000 | 68 |
| Non-managed Assets ($) | $1,208,575,000 | 94 |
| Memoranda | ||
| Gross Fiduciary activities income | $22,648,000 | 65 |
| 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 | $3,964,000 | 77 |
| Number of Managed Accounts | $3,080,000 | 59 |
| Number of Non-Managed Accounts | $884,000 | 78 |
| Total fiduciary and related assets | $3,291,046,000 | 94 |
| Managed Assets ($) | $2,546,213,000 | 73 |
| Non-managed Assets ($) | $744,833,000 | 117 |
| Memoranda | ||
| Gross Fiduciary activities income | $16,859,000 | 70 |
| 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 | $4,020,000 | 77 |
| Number of Managed Accounts | $3,104,000 | 63 |
| Number of Non-Managed Accounts | $916,000 | 76 |
| Total fiduciary and related assets | $3,663,057,000 | 95 |
| Managed Assets ($) | $2,456,775,000 | 79 |
| Non-managed Assets ($) | $1,206,282,000 | 105 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,138,000 | 73 |
| 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 | $4,066,000 | 73 |
| Number of Managed Accounts | $3,151,000 | 64 |
| Number of Non-Managed Accounts | $915,000 | 77 |
| Total fiduciary and related assets | $3,760,553,000 | 94 |
| Managed Assets ($) | $2,539,958,000 | 77 |
| Non-managed Assets ($) | $1,220,595,000 | 103 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,393,000 | 72 |
| 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 | $4,101,000 | 79 |
| Number of Managed Accounts | $3,169,000 | 66 |
| Number of Non-Managed Accounts | $932,000 | 87 |
| Total fiduciary and related assets | $3,647,586,000 | 95 |
| Managed Assets ($) | $2,500,202,000 | 76 |
| Non-managed Assets ($) | $1,147,384,000 | 106 |
| Memoranda | ||
| Gross Fiduciary activities income | $22,131,000 | 70 |
| 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 | $4,152,000 | 74 |
| Number of Managed Accounts | $3,229,000 | 66 |
| Number of Non-Managed Accounts | $923,000 | 76 |
| Total fiduciary and related assets | $3,679,007,000 | 93 |
| Managed Assets ($) | $2,557,532,000 | 76 |
| Non-managed Assets ($) | $1,121,475,000 | 104 |
| Memoranda | ||
| Gross Fiduciary activities income | $16,705,000 | 70 |
| 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 | $4,245,000 | 70 |
| Number of Managed Accounts | $3,306,000 | 61 |
| Number of Non-Managed Accounts | $939,000 | 76 |
| Total fiduciary and related assets | $3,541,613,000 | 94 |
| Managed Assets ($) | $2,465,606,000 | 75 |
| Non-managed Assets ($) | $1,076,007,000 | 103 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,188,000 | 70 |
| 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 | $4,348,000 | 70 |
| Number of Managed Accounts | $3,382,000 | 59 |
| Number of Non-Managed Accounts | $966,000 | 78 |
| Total fiduciary and related assets | $3,529,073,000 | 96 |
| Managed Assets ($) | $2,388,155,000 | 81 |
| Non-managed Assets ($) | $1,140,918,000 | 106 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,507,000 | 72 |
| 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 | $4,423,000 | 77 |
| Number of Managed Accounts | $3,447,000 | 61 |
| Number of Non-Managed Accounts | $976,000 | 94 |
| Total fiduciary and related assets | $3,638,350,000 | 95 |
| Managed Assets ($) | $2,451,052,000 | 83 |
| Non-managed Assets ($) | $1,187,298,000 | 105 |
| Memoranda | ||
| Gross Fiduciary activities income | $21,595,000 | 72 |
| 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 | $4,522,000 | 70 |
| Number of Managed Accounts | $3,530,000 | 58 |
| Number of Non-Managed Accounts | $992,000 | 83 |
| Total fiduciary and related assets | $3,573,832,000 | 95 |
| Managed Assets ($) | $2,465,033,000 | 80 |
| Non-managed Assets ($) | $1,108,799,000 | 108 |
| Memoranda | ||
| Gross Fiduciary activities income | $16,278,000 | 73 |
| 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 | $4,591,000 | 69 |
| Number of Managed Accounts | $3,588,000 | 56 |
| Number of Non-Managed Accounts | $1,003,000 | 85 |
| Total fiduciary and related assets | $3,638,362,000 | 97 |
| Managed Assets ($) | $2,483,665,000 | 81 |
| Non-managed Assets ($) | $1,154,697,000 | 107 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,052,000 | 76 |
| 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 | $4,657,000 | 70 |
| Number of Managed Accounts | $3,664,000 | 55 |
| Number of Non-Managed Accounts | $993,000 | 85 |
| Total fiduciary and related assets | $3,708,679,000 | 95 |
| Managed Assets ($) | $2,691,696,000 | 80 |
| Non-managed Assets ($) | $1,016,983,000 | 113 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,355,000 | 77 |
| 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 | $4,704,000 | 76 |
| Number of Managed Accounts | $3,687,000 | 58 |
| Number of Non-Managed Accounts | $1,017,000 | 96 |
| Total fiduciary and related assets | $3,662,431,000 | 99 |
| Managed Assets ($) | $2,684,692,000 | 80 |
| Non-managed Assets ($) | $977,739,000 | 117 |
| Memoranda | ||
| Gross Fiduciary activities income | $20,965,000 | 78 |
| 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 | $4,732,000 | 75 |
| Number of Managed Accounts | $3,729,000 | 56 |
| Number of Non-Managed Accounts | $1,003,000 | 93 |
| Total fiduciary and related assets | $3,478,526,000 | 103 |
| Managed Assets ($) | $2,528,854,000 | 82 |
| Non-managed Assets ($) | $949,672,000 | 123 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,483,000 | 80 |
| 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 | $4,721,000 | 76 |
| Number of Managed Accounts | $3,728,000 | 56 |
| Number of Non-Managed Accounts | $993,000 | 94 |
| Total fiduciary and related assets | $3,355,835,000 | 101 |
| Managed Assets ($) | $2,479,606,000 | 85 |
| Non-managed Assets ($) | $876,229,000 | 125 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,328,000 | 80 |
| 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 | $4,789,000 | 76 |
| Number of Managed Accounts | $3,756,000 | 58 |
| Number of Non-Managed Accounts | $1,033,000 | 94 |
| Total fiduciary and related assets | $3,216,237,000 | 106 |
| Managed Assets ($) | $2,317,602,000 | 86 |
| Non-managed Assets ($) | $898,635,000 | 124 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,887,000 | 83 |
| 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 | $4,788,000 | 82 |
| Number of Managed Accounts | $3,755,000 | 63 |
| Number of Non-Managed Accounts | $1,033,000 | 101 |
| Total fiduciary and related assets | $3,374,338,000 | 104 |
| Managed Assets ($) | $2,383,190,000 | 86 |
| Non-managed Assets ($) | $991,148,000 | 122 |
| Memoranda | ||
| Gross Fiduciary activities income | $19,354,000 | 84 |
| 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 | $5,119,000 | 70 |
| Number of Managed Accounts | $3,989,000 | 54 |
| Number of Non-Managed Accounts | $1,130,000 | 87 |
| Total fiduciary and related assets | $3,790,521,000 | 90 |
| Managed Assets ($) | $2,690,220,000 | 78 |
| Non-managed Assets ($) | $1,100,301,000 | 103 |
| Memoranda | ||
| Gross Fiduciary activities income | $20,073,000 | 81 |
| 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 | $21,579,000 | 77 |
| 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 | $18,708,000 | 92 |
| 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 | $16,147,000 | 103 |
| 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 | $11,037,000 | 129 |
| 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 | $8,657,000 | 159 |
| 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 | $7,471,000 | 186 |
| 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 | $10,762,000 | 143 |
| 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 | $7,313,000 | 183 |
| 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 | $6,870,000 | 182 |