Home > Glens Falls National Bank and Trust Company > Fiduciary and Related Services
Glens Falls National Bank and Trust Company, Fiduciary and Related Services
| 2023-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 4 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,988,000 | 142 |
| Number of Managed Accounts | $1,859,000 | 115 |
| Number of Non-Managed Accounts | $129,000 | 226 |
| Total fiduciary and related assets | $1,566,409,000 | 205 |
| Managed Assets ($) | $1,309,225,000 | 181 |
| Non-managed Assets ($) | $257,184,000 | 197 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,211,000 | 202 |
| 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 | $1,976,000 | 135 |
| Number of Managed Accounts | $1,847,000 | 113 |
| Number of Non-Managed Accounts | $129,000 | 170 |
| Total fiduciary and related assets | $1,442,923,000 | 206 |
| Managed Assets ($) | $1,197,940,000 | 182 |
| Non-managed Assets ($) | $244,983,000 | 184 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,147,000 | 202 |
| 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 | $1,949,000 | 141 |
| Number of Managed Accounts | $1,820,000 | 115 |
| Number of Non-Managed Accounts | $129,000 | 183 |
| Total fiduciary and related assets | $1,516,082,000 | 199 |
| Managed Assets ($) | $1,253,114,000 | 178 |
| Non-managed Assets ($) | $262,968,000 | 188 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,077,000 | 199 |
| 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 | $1,971,000 | 148 |
| Number of Managed Accounts | $1,917,000 | 119 |
| Number of Non-Managed Accounts | $54,000 | 257 |
| Total fiduciary and related assets | $1,480,105,000 | 209 |
| Managed Assets ($) | $1,408,089,000 | 173 |
| Non-managed Assets ($) | $72,016,000 | 261 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,968,000 | 208 |
| 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 | $1,941,000 | 152 |
| Number of Managed Accounts | $1,887,000 | 120 |
| Number of Non-Managed Accounts | $54,000 | 381 |
| Total fiduciary and related assets | $1,423,284,000 | 210 |
| Managed Assets ($) | $1,355,753,000 | 173 |
| Non-managed Assets ($) | $67,531,000 | 324 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,235,000 | 203 |
| 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 | $1,919,000 | 150 |
| Number of Managed Accounts | $1,865,000 | 121 |
| Number of Non-Managed Accounts | $54,000 | 256 |
| Total fiduciary and related assets | $1,343,082,000 | 209 |
| Managed Assets ($) | $1,279,219,000 | 174 |
| Non-managed Assets ($) | $63,863,000 | 275 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,283,000 | 203 |
| 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 | $1,944,000 | 135 |
| Number of Managed Accounts | $1,886,000 | 110 |
| Number of Non-Managed Accounts | $58,000 | 249 |
| Total fiduciary and related assets | $1,398,395,000 | 173 |
| Managed Assets ($) | $1,335,274,000 | 146 |
| Non-managed Assets ($) | $63,121,000 | 269 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,267,000 | 167 |
| 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 | $1,939,000 | 136 |
| Number of Managed Accounts | $1,879,000 | 112 |
| Number of Non-Managed Accounts | $60,000 | 222 |
| Total fiduciary and related assets | $1,554,879,000 | 175 |
| Managed Assets ($) | $1,482,176,000 | 146 |
| Non-managed Assets ($) | $72,703,000 | 235 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,139,000 | 174 |
| 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 | $1,926,000 | 136 |
| Number of Managed Accounts | $1,865,000 | 112 |
| Number of Non-Managed Accounts | $61,000 | 331 |
| Total fiduciary and related assets | $1,597,170,000 | 179 |
| Managed Assets ($) | $1,517,552,000 | 148 |
| Non-managed Assets ($) | $79,618,000 | 289 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,177,000 | 176 |
| 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 | $1,894,000 | 136 |
| Number of Managed Accounts | $1,836,000 | 113 |
| Number of Non-Managed Accounts | $58,000 | 227 |
| Total fiduciary and related assets | $1,535,210,000 | 180 |
| Managed Assets ($) | $1,459,295,000 | 151 |
| Non-managed Assets ($) | $75,915,000 | 235 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,073,000 | 178 |
| 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 | $1,992,000 | 133 |
| Number of Managed Accounts | $1,927,000 | 110 |
| Number of Non-Managed Accounts | $65,000 | 234 |
| Total fiduciary and related assets | $1,560,022,000 | 178 |
| Managed Assets ($) | $1,484,226,000 | 149 |
| Non-managed Assets ($) | $75,796,000 | 269 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,009,000 | 180 |
| 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 | $1,955,000 | 134 |
| Number of Managed Accounts | $1,892,000 | 112 |
| Number of Non-Managed Accounts | $63,000 | 223 |
| Total fiduciary and related assets | $1,491,576,000 | 179 |
| Managed Assets ($) | $1,420,107,000 | 149 |
| Non-managed Assets ($) | $71,469,000 | 236 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,906,000 | 184 |
| 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 | $1,921,000 | 138 |
| Number of Managed Accounts | $1,859,000 | 114 |
| Number of Non-Managed Accounts | $62,000 | 335 |
| Total fiduciary and related assets | $1,438,680,000 | 180 |
| Managed Assets ($) | $1,369,106,000 | 152 |
| Non-managed Assets ($) | $69,574,000 | 295 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,159,000 | 178 |
| 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 | $1,892,000 | 136 |
| Number of Managed Accounts | $1,830,000 | 112 |
| Number of Non-Managed Accounts | $62,000 | 226 |
| Total fiduciary and related assets | $1,335,123,000 | 178 |
| Managed Assets ($) | $1,270,977,000 | 148 |
| Non-managed Assets ($) | $64,146,000 | 235 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,344,000 | 177 |
| 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 | $1,865,000 | 139 |
| Number of Managed Accounts | $1,803,000 | 115 |
| Number of Non-Managed Accounts | $62,000 | 241 |
| Total fiduciary and related assets | $1,310,598,000 | 183 |
| Managed Assets ($) | $1,249,046,000 | 149 |
| Non-managed Assets ($) | $61,552,000 | 268 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,531,000 | 176 |
| 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 | $1,962,000 | 131 |
| Number of Managed Accounts | $1,896,000 | 109 |
| Number of Non-Managed Accounts | $66,000 | 219 |
| Total fiduciary and related assets | $1,175,218,000 | 184 |
| Managed Assets ($) | $1,122,630,000 | 150 |
| Non-managed Assets ($) | $52,588,000 | 240 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,801,000 | 177 |
| 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 | $2,017,000 | 134 |
| Number of Managed Accounts | $1,950,000 | 112 |
| Number of Non-Managed Accounts | $67,000 | 333 |
| Total fiduciary and related assets | $1,350,114,000 | 182 |
| Managed Assets ($) | $1,286,305,000 | 149 |
| Non-managed Assets ($) | $63,809,000 | 296 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,195,000 | 174 |
| 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 | $1,971,000 | 133 |
| Number of Managed Accounts | $1,904,000 | 111 |
| Number of Non-Managed Accounts | $67,000 | 220 |
| Total fiduciary and related assets | $1,295,770,000 | 184 |
| Managed Assets ($) | $1,235,280,000 | 148 |
| Non-managed Assets ($) | $60,490,000 | 250 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,375,000 | 173 |
| 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 | $1,924,000 | 137 |
| Number of Managed Accounts | $1,857,000 | 116 |
| Number of Non-Managed Accounts | $67,000 | 233 |
| Total fiduciary and related assets | $1,294,820,000 | 182 |
| Managed Assets ($) | $1,222,358,000 | 149 |
| Non-managed Assets ($) | $72,462,000 | 262 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,574,000 | 172 |
| 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 | $1,908,000 | 138 |
| Number of Managed Accounts | $1,841,000 | 120 |
| Number of Non-Managed Accounts | $67,000 | 232 |
| Total fiduciary and related assets | $1,284,369,000 | 180 |
| Managed Assets ($) | $1,213,490,000 | 149 |
| Non-managed Assets ($) | $70,879,000 | 264 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,724,000 | 176 |
| 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 | $1,893,000 | 138 |
| Number of Managed Accounts | $1,826,000 | 116 |
| Number of Non-Managed Accounts | $67,000 | 339 |
| Total fiduciary and related assets | $1,195,873,000 | 180 |
| Managed Assets ($) | $1,129,844,000 | 146 |
| Non-managed Assets ($) | $66,029,000 | 289 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,653,000 | 166 |
| 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 | $1,871,000 | 135 |
| Number of Managed Accounts | $1,804,000 | 114 |
| Number of Non-Managed Accounts | $67,000 | 233 |
| Total fiduciary and related assets | $1,333,190,000 | 174 |
| Managed Assets ($) | $1,259,085,000 | 142 |
| Non-managed Assets ($) | $74,105,000 | 264 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,898,000 | 165 |
| 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 | $1,850,000 | 134 |
| Number of Managed Accounts | $1,782,000 | 116 |
| Number of Non-Managed Accounts | $68,000 | 235 |
| Total fiduciary and related assets | $1,270,694,000 | 179 |
| Managed Assets ($) | $1,196,995,000 | 144 |
| Non-managed Assets ($) | $73,699,000 | 263 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,055,000 | 159 |
| 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 | $1,869,000 | 135 |
| Number of Managed Accounts | $1,797,000 | 113 |
| Number of Non-Managed Accounts | $72,000 | 230 |
| Total fiduciary and related assets | $1,259,741,000 | 177 |
| Managed Assets ($) | $1,185,076,000 | 142 |
| Non-managed Assets ($) | $74,665,000 | 261 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,808,000 | 174 |
| 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 | $1,839,000 | 138 |
| Number of Managed Accounts | $1,766,000 | 113 |
| Number of Non-Managed Accounts | $73,000 | 332 |
| Total fiduciary and related assets | $1,245,193,000 | 177 |
| Managed Assets ($) | $1,167,064,000 | 144 |
| Non-managed Assets ($) | $78,129,000 | 271 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,914,000 | 172 |
| 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 | $1,806,000 | 141 |
| Number of Managed Accounts | $1,733,000 | 114 |
| Number of Non-Managed Accounts | $73,000 | 227 |
| Total fiduciary and related assets | $1,207,327,000 | 179 |
| Managed Assets ($) | $1,131,561,000 | 146 |
| Non-managed Assets ($) | $75,766,000 | 251 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,163,000 | 173 |
| 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 | $1,799,000 | 137 |
| Number of Managed Accounts | $1,725,000 | 111 |
| Number of Non-Managed Accounts | $74,000 | 223 |
| Total fiduciary and related assets | $1,163,673,000 | 175 |
| Managed Assets ($) | $1,092,483,000 | 144 |
| Non-managed Assets ($) | $71,190,000 | 252 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,422,000 | 171 |
| 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 | $1,786,000 | 134 |
| Number of Managed Accounts | $1,712,000 | 108 |
| Number of Non-Managed Accounts | $74,000 | 220 |
| Total fiduciary and related assets | $1,140,935,000 | 174 |
| Managed Assets ($) | $1,070,485,000 | 141 |
| Non-managed Assets ($) | $70,450,000 | 252 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,643,000 | 177 |
| 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 | $1,740,000 | 138 |
| Number of Managed Accounts | $1,665,000 | 109 |
| Number of Non-Managed Accounts | $75,000 | 334 |
| Total fiduciary and related assets | $1,114,820,000 | 172 |
| Managed Assets ($) | $1,046,461,000 | 138 |
| Non-managed Assets ($) | $68,359,000 | 280 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,280,000 | 174 |
| 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 | $1,713,000 | 135 |
| Number of Managed Accounts | $1,637,000 | 107 |
| Number of Non-Managed Accounts | $76,000 | 226 |
| Total fiduciary and related assets | $1,104,393,000 | 173 |
| Managed Assets ($) | $1,037,151,000 | 140 |
| Non-managed Assets ($) | $67,242,000 | 258 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,724,000 | 172 |
| 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 | $1,690,000 | 135 |
| Number of Managed Accounts | $1,618,000 | 109 |
| Number of Non-Managed Accounts | $72,000 | 229 |
| Total fiduciary and related assets | $1,081,189,000 | 176 |
| Managed Assets ($) | $1,016,127,000 | 141 |
| Non-managed Assets ($) | $65,062,000 | 259 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,188,000 | 169 |
| 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 | $1,726,000 | 135 |
| Number of Managed Accounts | $1,653,000 | 110 |
| Number of Non-Managed Accounts | $73,000 | 227 |
| Total fiduciary and related assets | $1,064,658,000 | 176 |
| Managed Assets ($) | $998,807,000 | 140 |
| Non-managed Assets ($) | $65,851,000 | 258 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,574,000 | 174 |
| 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 | $1,720,000 | 137 |
| Number of Managed Accounts | $1,647,000 | 111 |
| Number of Non-Managed Accounts | $73,000 | 342 |
| Total fiduciary and related assets | $1,067,281,000 | 178 |
| Managed Assets ($) | $996,985,000 | 142 |
| Non-managed Assets ($) | $70,296,000 | 266 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,369,000 | 171 |
| 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 | $1,717,000 | 134 |
| Number of Managed Accounts | $1,641,000 | 110 |
| Number of Non-Managed Accounts | $76,000 | 222 |
| Total fiduciary and related assets | $1,038,360,000 | 178 |
| Managed Assets ($) | $969,447,000 | 141 |
| Non-managed Assets ($) | $68,913,000 | 254 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,874,000 | 171 |
| 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 | $1,710,000 | 138 |
| Number of Managed Accounts | $1,634,000 | 113 |
| Number of Non-Managed Accounts | $76,000 | 223 |
| Total fiduciary and related assets | $1,081,258,000 | 180 |
| Managed Assets ($) | $1,006,230,000 | 145 |
| Non-managed Assets ($) | $75,028,000 | 253 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,292,000 | 169 |
| 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 | $1,686,000 | 139 |
| Number of Managed Accounts | $1,609,000 | 112 |
| Number of Non-Managed Accounts | $77,000 | 222 |
| Total fiduciary and related assets | $1,087,208,000 | 181 |
| Managed Assets ($) | $1,011,671,000 | 145 |
| Non-managed Assets ($) | $75,537,000 | 251 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,585,000 | 174 |
| 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 | $1,656,000 | 141 |
| Number of Managed Accounts | $1,581,000 | 110 |
| Number of Non-Managed Accounts | $75,000 | 355 |
| Total fiduciary and related assets | $1,060,402,000 | 179 |
| Managed Assets ($) | $985,429,000 | 143 |
| Non-managed Assets ($) | $74,973,000 | 272 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,090,000 | 171 |
| 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 | $1,634,000 | 139 |
| Number of Managed Accounts | $1,563,000 | 110 |
| Number of Non-Managed Accounts | $71,000 | 238 |
| Total fiduciary and related assets | $1,038,444,000 | 179 |
| Managed Assets ($) | $966,052,000 | 144 |
| Non-managed Assets ($) | $72,392,000 | 256 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,610,000 | 168 |
| 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 | $1,598,000 | 140 |
| Number of Managed Accounts | $1,528,000 | 112 |
| Number of Non-Managed Accounts | $70,000 | 238 |
| Total fiduciary and related assets | $1,048,430,000 | 175 |
| Managed Assets ($) | $973,876,000 | 139 |
| Non-managed Assets ($) | $74,554,000 | 251 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,093,000 | 164 |
| 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 | $1,568,000 | 143 |
| Number of Managed Accounts | $1,501,000 | 113 |
| Number of Non-Managed Accounts | $67,000 | 242 |
| Total fiduciary and related assets | $1,020,784,000 | 175 |
| Managed Assets ($) | $946,603,000 | 140 |
| Non-managed Assets ($) | $74,181,000 | 251 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,538,000 | 165 |
| 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 | $1,555,000 | 146 |
| Number of Managed Accounts | $1,485,000 | 112 |
| Number of Non-Managed Accounts | $70,000 | 387 |
| Total fiduciary and related assets | $1,012,661,000 | 174 |
| Managed Assets ($) | $940,842,000 | 142 |
| Non-managed Assets ($) | $71,819,000 | 279 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,442,000 | 169 |
| 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 | $1,611,000 | 139 |
| Number of Managed Accounts | $1,474,000 | 109 |
| Number of Non-Managed Accounts | $137,000 | 178 |
| Total fiduciary and related assets | $940,214,000 | 173 |
| Managed Assets ($) | $872,220,000 | 141 |
| Non-managed Assets ($) | $67,994,000 | 252 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,060,000 | 166 |
| 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 | $1,607,000 | 140 |
| Number of Managed Accounts | $1,464,000 | 107 |
| Number of Non-Managed Accounts | $143,000 | 177 |
| Total fiduciary and related assets | $908,644,000 | 173 |
| Managed Assets ($) | $842,285,000 | 140 |
| Non-managed Assets ($) | $66,359,000 | 257 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,705,000 | 164 |
| 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 | $1,592,000 | 142 |
| Number of Managed Accounts | $1,446,000 | 107 |
| Number of Non-Managed Accounts | $146,000 | 178 |
| Total fiduciary and related assets | $920,133,000 | 175 |
| Managed Assets ($) | $850,584,000 | 139 |
| Non-managed Assets ($) | $69,549,000 | 255 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,275,000 | 172 |
| 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 | $1,570,000 | 146 |
| Number of Managed Accounts | $1,425,000 | 110 |
| Number of Non-Managed Accounts | $145,000 | 251 |
| Total fiduciary and related assets | $881,045,000 | 176 |
| Managed Assets ($) | $814,575,000 | 142 |
| Non-managed Assets ($) | $66,470,000 | 292 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,053,000 | 169 |
| 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 | $1,483,000 | 144 |
| Number of Managed Accounts | $1,406,000 | 111 |
| Number of Non-Managed Accounts | $77,000 | 225 |
| Total fiduciary and related assets | $883,919,000 | 172 |
| Managed Assets ($) | $822,960,000 | 140 |
| Non-managed Assets ($) | $60,959,000 | 256 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,876,000 | 165 |
| 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 | $1,493,000 | 143 |
| Number of Managed Accounts | $1,425,000 | 107 |
| Number of Non-Managed Accounts | $68,000 | 233 |
| Total fiduciary and related assets | $857,525,000 | 167 |
| Managed Assets ($) | $797,125,000 | 135 |
| Non-managed Assets ($) | $60,400,000 | 253 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,629,000 | 164 |
| 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 | $1,495,000 | 144 |
| Number of Managed Accounts | $1,422,000 | 109 |
| Number of Non-Managed Accounts | $73,000 | 222 |
| Total fiduciary and related assets | $875,245,000 | 164 |
| Managed Assets ($) | $815,843,000 | 135 |
| Non-managed Assets ($) | $59,402,000 | 251 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,325,000 | 164 |
| 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 | $1,503,000 | 148 |
| Number of Managed Accounts | $1,428,000 | 112 |
| Number of Non-Managed Accounts | $75,000 | 381 |
| Total fiduciary and related assets | $819,696,000 | 167 |
| Managed Assets ($) | $766,370,000 | 139 |
| Non-managed Assets ($) | $53,326,000 | 305 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,978,000 | 144 |
| 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 | $1,501,000 | 142 |
| Number of Managed Accounts | $1,425,000 | 114 |
| Number of Non-Managed Accounts | $76,000 | 219 |
| Total fiduciary and related assets | $780,242,000 | 169 |
| Managed Assets ($) | $725,654,000 | 140 |
| Non-managed Assets ($) | $54,588,000 | 249 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,752,000 | 144 |
| 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 | $1,484,000 | 146 |
| Number of Managed Accounts | $1,412,000 | 116 |
| Number of Non-Managed Accounts | $72,000 | 230 |
| Total fiduciary and related assets | $857,202,000 | 167 |
| Managed Assets ($) | $804,763,000 | 138 |
| Non-managed Assets ($) | $52,439,000 | 258 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,482,000 | 146 |
| 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 | $1,467,000 | 145 |
| Number of Managed Accounts | $1,395,000 | 111 |
| Number of Non-Managed Accounts | $72,000 | 235 |
| Total fiduciary and related assets | $859,282,000 | 168 |
| Managed Assets ($) | $807,826,000 | 138 |
| Non-managed Assets ($) | $51,456,000 | 256 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,246,000 | 144 |
| 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 | $1,471,000 | 151 |
| Number of Managed Accounts | $1,393,000 | 112 |
| Number of Non-Managed Accounts | $78,000 | 386 |
| Total fiduciary and related assets | $833,904,000 | 174 |
| Managed Assets ($) | $783,179,000 | 139 |
| Non-managed Assets ($) | $50,725,000 | 313 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,960,000 | 163 |
| 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 | $1,465,000 | 143 |
| Number of Managed Accounts | $1,395,000 | 109 |
| Number of Non-Managed Accounts | $70,000 | 234 |
| Total fiduciary and related assets | $786,316,000 | 175 |
| Managed Assets ($) | $750,672,000 | 142 |
| Non-managed Assets ($) | $35,644,000 | 284 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,924,000 | 163 |
| 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 | $1,461,000 | 143 |
| Number of Managed Accounts | $1,388,000 | 108 |
| Number of Non-Managed Accounts | $73,000 | 233 |
| Total fiduciary and related assets | $722,557,000 | 180 |
| Managed Assets ($) | $691,362,000 | 141 |
| Non-managed Assets ($) | $31,195,000 | 290 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,953,000 | 164 |
| 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 | $1,457,000 | 145 |
| Number of Managed Accounts | $1,388,000 | 111 |
| Number of Non-Managed Accounts | $69,000 | 243 |
| Total fiduciary and related assets | $768,801,000 | 179 |
| Managed Assets ($) | $727,145,000 | 141 |
| Non-managed Assets ($) | $41,656,000 | 273 |
| Memoranda | ||
| Gross Fiduciary activities income | $990,000 | 163 |
| 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 | $1,462,000 | 154 |
| Number of Managed Accounts | $1,383,000 | 113 |
| Number of Non-Managed Accounts | $79,000 | 396 |
| Total fiduciary and related assets | $731,013,000 | 187 |
| Managed Assets ($) | $691,589,000 | 144 |
| Non-managed Assets ($) | $39,424,000 | 362 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,471,000 | 182 |
| 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 | $1,439,000 | 144 |
| Number of Managed Accounts | $1,368,000 | 112 |
| Number of Non-Managed Accounts | $71,000 | 233 |
| Total fiduciary and related assets | $699,662,000 | 191 |
| Managed Assets ($) | $662,524,000 | 150 |
| Non-managed Assets ($) | $37,138,000 | 267 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,776,000 | 170 |
| 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 | $1,441,000 | 145 |
| Number of Managed Accounts | $1,370,000 | 117 |
| Number of Non-Managed Accounts | $71,000 | 237 |
| Total fiduciary and related assets | $643,633,000 | 194 |
| Managed Assets ($) | $610,083,000 | 154 |
| Non-managed Assets ($) | $33,550,000 | 276 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,910,000 | 168 |
| 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 | $1,449,000 | 142 |
| Number of Managed Accounts | $1,364,000 | 113 |
| Number of Non-Managed Accounts | $85,000 | 227 |
| Total fiduciary and related assets | $596,227,000 | 198 |
| Managed Assets ($) | $558,666,000 | 155 |
| Non-managed Assets ($) | $37,561,000 | 265 |
| Memoranda | ||
| Gross Fiduciary activities income | $949,000 | 167 |
| 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 | $1,455,000 | 154 |
| Number of Managed Accounts | $1,380,000 | 117 |
| Number of Non-Managed Accounts | $75,000 | 439 |
| Total fiduciary and related assets | $628,033,000 | 199 |
| Managed Assets ($) | $587,583,000 | 156 |
| Non-managed Assets ($) | $40,450,000 | 347 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,096,000 | 176 |
| 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 | $1,466,000 | 144 |
| Number of Managed Accounts | $1,383,000 | 112 |
| Number of Non-Managed Accounts | $83,000 | 237 |
| Total fiduciary and related assets | $712,519,000 | 195 |
| Managed Assets ($) | $662,112,000 | 152 |
| Non-managed Assets ($) | $50,407,000 | 277 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,115,000 | 178 |
| 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 | $1,458,000 | 146 |
| Number of Managed Accounts | $1,374,000 | 116 |
| Number of Non-Managed Accounts | $84,000 | 238 |
| Total fiduciary and related assets | $740,500,000 | 199 |
| Managed Assets ($) | $686,357,000 | 157 |
| Non-managed Assets ($) | $54,143,000 | 278 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,125,000 | 180 |
| 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 | $1,459,000 | 149 |
| Number of Managed Accounts | $1,373,000 | 118 |
| Number of Non-Managed Accounts | $86,000 | 240 |
| Total fiduciary and related assets | $755,304,000 | 204 |
| Managed Assets ($) | $701,778,000 | 161 |
| Non-managed Assets ($) | $53,526,000 | 281 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,091,000 | 174 |
| 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 | $1,460,000 | 157 |
| Number of Managed Accounts | $1,368,000 | 116 |
| Number of Non-Managed Accounts | $92,000 | 386 |
| Total fiduciary and related assets | $793,823,000 | 204 |
| Managed Assets ($) | $739,045,000 | 158 |
| Non-managed Assets ($) | $54,778,000 | 339 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,144,000 | 176 |
| 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 | $1,493,000 | 142 |
| Number of Managed Accounts | $1,396,000 | 113 |
| Number of Non-Managed Accounts | $97,000 | 219 |
| Total fiduciary and related assets | $817,200,000 | 196 |
| Managed Assets ($) | $761,358,000 | 158 |
| Non-managed Assets ($) | $55,842,000 | 266 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,159,000 | 174 |
| 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 | $1,491,000 | 140 |
| Number of Managed Accounts | $1,440,000 | 108 |
| Number of Non-Managed Accounts | $51,000 | 279 |
| Total fiduciary and related assets | $804,299,000 | 205 |
| Managed Assets ($) | $787,131,000 | 158 |
| Non-managed Assets ($) | $17,168,000 | 332 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,818,000 | 152 |
| 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 | $1,497,000 | 140 |
| Number of Managed Accounts | $1,391,000 | 108 |
| Number of Non-Managed Accounts | $106,000 | 226 |
| Total fiduciary and related assets | $816,474,000 | 199 |
| Managed Assets ($) | $731,199,000 | 162 |
| Non-managed Assets ($) | $85,275,000 | 241 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,425,000 | 149 |
| 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 | $1,504,000 | 148 |
| Number of Managed Accounts | $1,395,000 | 111 |
| Number of Non-Managed Accounts | $109,000 | 349 |
| Total fiduciary and related assets | $805,477,000 | 201 |
| Managed Assets ($) | $722,807,000 | 162 |
| Non-managed Assets ($) | $82,670,000 | 272 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,000,000 | 154 |
| 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 | $1,501,000 | 143 |
| Number of Managed Accounts | $1,387,000 | 115 |
| Number of Non-Managed Accounts | $114,000 | 221 |
| Total fiduciary and related assets | $777,048,000 | 209 |
| Managed Assets ($) | $698,627,000 | 168 |
| Non-managed Assets ($) | $78,421,000 | 248 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,742,000 | 160 |
| 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 | $1,519,000 | 146 |
| Number of Managed Accounts | $1,404,000 | 119 |
| Number of Non-Managed Accounts | $115,000 | 229 |
| Total fiduciary and related assets | $753,986,000 | 216 |
| Managed Assets ($) | $678,517,000 | 174 |
| Non-managed Assets ($) | $75,469,000 | 255 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,570,000 | 164 |
| 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 | $1,497,000 | 151 |
| Number of Managed Accounts | $1,380,000 | 119 |
| Number of Non-Managed Accounts | $117,000 | 231 |
| Total fiduciary and related assets | $766,421,000 | 217 |
| Managed Assets ($) | $694,861,000 | 171 |
| Non-managed Assets ($) | $71,560,000 | 261 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,287,000 | 161 |
| 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 | $1,527,000 | 154 |
| Number of Managed Accounts | $1,394,000 | 120 |
| Number of Non-Managed Accounts | $133,000 | 319 |
| Total fiduciary and related assets | $726,402,000 | 222 |
| Managed Assets ($) | $661,351,000 | 176 |
| Non-managed Assets ($) | $65,051,000 | 306 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,623,000 | 168 |
| 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 | $1,537,000 | 141 |
| Number of Managed Accounts | $1,398,000 | 115 |
| Number of Non-Managed Accounts | $139,000 | 216 |
| Total fiduciary and related assets | $749,798,000 | 214 |
| Managed Assets ($) | $670,230,000 | 172 |
| Non-managed Assets ($) | $79,568,000 | 246 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,397,000 | 169 |
| 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 | $1,548,000 | 142 |
| Number of Managed Accounts | $1,407,000 | 113 |
| Number of Non-Managed Accounts | $141,000 | 220 |
| Total fiduciary and related assets | $727,469,000 | 216 |
| Managed Assets ($) | $650,505,000 | 171 |
| Non-managed Assets ($) | $76,964,000 | 252 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,265,000 | 166 |
| 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 | $1,547,000 | 146 |
| Number of Managed Accounts | $1,398,000 | 117 |
| Number of Non-Managed Accounts | $149,000 | 215 |
| Total fiduciary and related assets | $716,264,000 | 222 |
| Managed Assets ($) | $640,956,000 | 175 |
| Non-managed Assets ($) | $75,308,000 | 253 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,096,000 | 173 |
| 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 | $1,522,000 | 158 |
| Number of Managed Accounts | $1,380,000 | 122 |
| Number of Non-Managed Accounts | $142,000 | 324 |
| Total fiduciary and related assets | $727,629,000 | 222 |
| Managed Assets ($) | $655,318,000 | 173 |
| Non-managed Assets ($) | $72,311,000 | 293 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,186,000 | 171 |
| 2004-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,550,000 | 146 |
| Number of Managed Accounts | $1,373,000 | 119 |
| Number of Non-Managed Accounts | $177,000 | 200 |
| Total fiduciary and related assets | $726,365,000 | 216 |
| Managed Assets ($) | $620,726,000 | 171 |
| Non-managed Assets ($) | $105,639,000 | 235 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,198,000 | 167 |
| 2004-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,534,000 | 146 |
| Number of Managed Accounts | $1,365,000 | 120 |
| Number of Non-Managed Accounts | $169,000 | 210 |
| Total fiduciary and related assets | $716,888,000 | 214 |
| Managed Assets ($) | $617,898,000 | 173 |
| Non-managed Assets ($) | $98,990,000 | 241 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,096,000 | 172 |
| 2004-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,523,000 | 144 |
| Number of Managed Accounts | $1,355,000 | 122 |
| Number of Non-Managed Accounts | $168,000 | 214 |
| Total fiduciary and related assets | $711,835,000 | 216 |
| Managed Assets ($) | $613,210,000 | 176 |
| Non-managed Assets ($) | $98,625,000 | 243 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,047,000 | 170 |
| 2003-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,514,000 | 159 |
| Number of Managed Accounts | $1,356,000 | 124 |
| Number of Non-Managed Accounts | $158,000 | 320 |
| Total fiduciary and related assets | $690,840,000 | 223 |
| Managed Assets ($) | $610,841,000 | 180 |
| Non-managed Assets ($) | $79,999,000 | 289 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,618,000 | 183 |
| 2003-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,469,000 | 158 |
| Number of Managed Accounts | $1,328,000 | 130 |
| Number of Non-Managed Accounts | $141,000 | 242 |
| Total fiduciary and related assets | $616,972,000 | 239 |
| Managed Assets ($) | $566,876,000 | 190 |
| Non-managed Assets ($) | $50,096,000 | 301 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,667,000 | 192 |
| 2003-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,459,000 | 161 |
| Number of Managed Accounts | $1,321,000 | 132 |
| Number of Non-Managed Accounts | $138,000 | 251 |
| Total fiduciary and related assets | $595,315,000 | 248 |
| Managed Assets ($) | $547,094,000 | 194 |
| Non-managed Assets ($) | $48,221,000 | 300 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,780,000 | 195 |
| 2003-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,453,000 | 165 |
| Number of Managed Accounts | $1,323,000 | 135 |
| Number of Non-Managed Accounts | $130,000 | 261 |
| Total fiduciary and related assets | $554,652,000 | 252 |
| Managed Assets ($) | $513,851,000 | 195 |
| Non-managed Assets ($) | $40,801,000 | 319 |
| Memoranda | ||
| Gross Fiduciary activities income | $860,000 | 204 |
| 2002-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,454,000 | 177 |
| Number of Managed Accounts | $1,312,000 | 142 |
| Number of Non-Managed Accounts | $142,000 | 350 |
| Total fiduciary and related assets | $566,697,000 | 250 |
| Managed Assets ($) | $523,866,000 | 195 |
| Non-managed Assets ($) | $42,831,000 | 378 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,833,000 | 196 |
| 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 | $1,474,000 | 156 |
| Number of Managed Accounts | $1,286,000 | 131 |
| Number of Non-Managed Accounts | $188,000 | 293 |
| Total fiduciary and related assets | $644,566,000 | 216 |
| Managed Assets ($) | $592,744,000 | 169 |
| Non-managed Assets ($) | $51,822,000 | 337 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,024,000 | 191 |
| 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 | $3,649,000 | 203 |
| 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 | $3,245,000 | 252 |
| 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 | $3,008,000 | 255 |
| 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 | $2,661,000 | 282 |
| 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 | $2,414,000 | 321 |
| 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 | $2,183,000 | 363 |
| 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 | $2,062,000 | 361 |
| 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 | $1,984,000 | 379 |
| 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 | $1,745,000 | 417 |