Home > Ledyard National Bank > Fiduciary and Related Services
Ledyard National Bank, Fiduciary and Related Services
| 2023-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 4 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,172,000 | 131 |
| Number of Managed Accounts | $2,104,000 | 104 |
| Number of Non-Managed Accounts | $68,000 | 319 |
| Total fiduciary and related assets | $1,736,946,000 | 197 |
| Managed Assets ($) | $1,724,876,000 | 151 |
| Non-managed Assets ($) | $12,070,000 | 517 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,656,000 | 153 |
| 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 | $2,151,000 | 127 |
| Number of Managed Accounts | $2,100,000 | 104 |
| Number of Non-Managed Accounts | $51,000 | 254 |
| Total fiduciary and related assets | $1,581,096,000 | 201 |
| Managed Assets ($) | $1,569,507,000 | 156 |
| Non-managed Assets ($) | $11,589,000 | 323 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,441,000 | 152 |
| 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 | $2,120,000 | 128 |
| Number of Managed Accounts | $2,070,000 | 104 |
| Number of Non-Managed Accounts | $50,000 | 285 |
| Total fiduciary and related assets | $1,621,069,000 | 192 |
| Managed Assets ($) | $1,609,456,000 | 148 |
| Non-managed Assets ($) | $11,613,000 | 379 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,232,000 | 151 |
| 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 | $2,108,000 | 137 |
| Number of Managed Accounts | $2,058,000 | 111 |
| Number of Non-Managed Accounts | $50,000 | 260 |
| Total fiduciary and related assets | $1,552,342,000 | 201 |
| Managed Assets ($) | $1,540,893,000 | 160 |
| Non-managed Assets ($) | $11,449,000 | 328 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,094,000 | 156 |
| 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 | $2,073,000 | 140 |
| Number of Managed Accounts | $2,038,000 | 110 |
| Number of Non-Managed Accounts | $35,000 | 462 |
| Total fiduciary and related assets | $1,521,306,000 | 199 |
| Managed Assets ($) | $1,512,280,000 | 161 |
| Non-managed Assets ($) | $9,026,000 | 564 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,779,000 | 154 |
| 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 | $2,059,000 | 139 |
| Number of Managed Accounts | $2,022,000 | 110 |
| Number of Non-Managed Accounts | $37,000 | 286 |
| Total fiduciary and related assets | $1,429,415,000 | 202 |
| Managed Assets ($) | $1,419,346,000 | 161 |
| Non-managed Assets ($) | $10,069,000 | 341 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,748,000 | 154 |
| 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 | $2,059,000 | 124 |
| Number of Managed Accounts | $2,022,000 | 102 |
| Number of Non-Managed Accounts | $37,000 | 297 |
| Total fiduciary and related assets | $1,506,005,000 | 168 |
| Managed Assets ($) | $1,496,077,000 | 137 |
| Non-managed Assets ($) | $9,928,000 | 361 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,636,000 | 127 |
| 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 | $2,090,000 | 124 |
| Number of Managed Accounts | $2,054,000 | 103 |
| Number of Non-Managed Accounts | $36,000 | 258 |
| Total fiduciary and related assets | $1,697,960,000 | 168 |
| Managed Assets ($) | $1,688,810,000 | 137 |
| Non-managed Assets ($) | $9,150,000 | 309 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,369,000 | 126 |
| 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 | $2,051,000 | 128 |
| Number of Managed Accounts | $2,015,000 | 104 |
| Number of Non-Managed Accounts | $36,000 | 449 |
| Total fiduciary and related assets | $1,763,067,000 | 172 |
| Managed Assets ($) | $1,753,899,000 | 138 |
| Non-managed Assets ($) | $9,168,000 | 538 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,169,000 | 124 |
| 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 | $2,049,000 | 125 |
| Number of Managed Accounts | $2,014,000 | 105 |
| Number of Non-Managed Accounts | $35,000 | 259 |
| Total fiduciary and related assets | $1,677,574,000 | 175 |
| Managed Assets ($) | $1,668,990,000 | 142 |
| Non-managed Assets ($) | $8,584,000 | 305 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,762,000 | 126 |
| 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 | $2,035,000 | 127 |
| Number of Managed Accounts | $1,999,000 | 107 |
| Number of Non-Managed Accounts | $36,000 | 291 |
| Total fiduciary and related assets | $1,677,282,000 | 173 |
| Managed Assets ($) | $1,668,769,000 | 141 |
| Non-managed Assets ($) | $8,513,000 | 360 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,386,000 | 125 |
| 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 | $2,003,000 | 130 |
| Number of Managed Accounts | $1,963,000 | 109 |
| Number of Non-Managed Accounts | $40,000 | 252 |
| Total fiduciary and related assets | $1,597,410,000 | 174 |
| Managed Assets ($) | $1,588,535,000 | 139 |
| Non-managed Assets ($) | $8,875,000 | 303 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,080,000 | 131 |
| 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 | $1,956,000 | 135 |
| Number of Managed Accounts | $1,918,000 | 110 |
| Number of Non-Managed Accounts | $38,000 | 446 |
| Total fiduciary and related assets | $1,531,375,000 | 175 |
| Managed Assets ($) | $1,519,851,000 | 142 |
| Non-managed Assets ($) | $11,524,000 | 521 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,614,000 | 130 |
| 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 | $1,936,000 | 132 |
| Number of Managed Accounts | $1,895,000 | 110 |
| Number of Non-Managed Accounts | $41,000 | 250 |
| Total fiduciary and related assets | $1,438,289,000 | 173 |
| Managed Assets ($) | $1,427,853,000 | 139 |
| Non-managed Assets ($) | $10,436,000 | 303 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,622,000 | 129 |
| 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 | $1,946,000 | 131 |
| Number of Managed Accounts | $1,905,000 | 110 |
| Number of Non-Managed Accounts | $41,000 | 278 |
| Total fiduciary and related assets | $1,382,328,000 | 179 |
| Managed Assets ($) | $1,371,731,000 | 142 |
| Non-managed Assets ($) | $10,597,000 | 354 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,691,000 | 129 |
| 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 | $1,929,000 | 133 |
| Number of Managed Accounts | $1,890,000 | 110 |
| Number of Non-Managed Accounts | $39,000 | 257 |
| Total fiduciary and related assets | $1,229,850,000 | 179 |
| Managed Assets ($) | $1,220,157,000 | 143 |
| Non-managed Assets ($) | $9,693,000 | 304 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,934,000 | 130 |
| 2019-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,916,000 | 140 |
| Number of Managed Accounts | $1,877,000 | 114 |
| Number of Non-Managed Accounts | $39,000 | 453 |
| Total fiduciary and related assets | $1,412,031,000 | 178 |
| Managed Assets ($) | $1,400,662,000 | 141 |
| Non-managed Assets ($) | $11,369,000 | 520 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,887,000 | 133 |
| 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 | $1,902,000 | 140 |
| Number of Managed Accounts | $1,862,000 | 115 |
| Number of Non-Managed Accounts | $40,000 | 261 |
| Total fiduciary and related assets | $1,347,464,000 | 181 |
| Managed Assets ($) | $1,335,608,000 | 143 |
| Non-managed Assets ($) | $11,856,000 | 301 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,084,000 | 134 |
| 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 | $1,891,000 | 141 |
| Number of Managed Accounts | $1,852,000 | 117 |
| Number of Non-Managed Accounts | $39,000 | 284 |
| Total fiduciary and related assets | $1,329,842,000 | 176 |
| Managed Assets ($) | $1,317,404,000 | 143 |
| Non-managed Assets ($) | $12,438,000 | 331 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,334,000 | 135 |
| 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 | $1,886,000 | 139 |
| Number of Managed Accounts | $1,850,000 | 118 |
| Number of Non-Managed Accounts | $36,000 | 290 |
| Total fiduciary and related assets | $1,319,944,000 | 176 |
| Managed Assets ($) | $1,309,224,000 | 142 |
| Non-managed Assets ($) | $10,720,000 | 344 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,575,000 | 138 |
| 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 | $1,876,000 | 141 |
| Number of Managed Accounts | $1,842,000 | 114 |
| Number of Non-Managed Accounts | $34,000 | 487 |
| Total fiduciary and related assets | $1,281,333,000 | 172 |
| Managed Assets ($) | $1,271,908,000 | 136 |
| Non-managed Assets ($) | $9,425,000 | 551 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,512,000 | 138 |
| 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 | $1,843,000 | 137 |
| Number of Managed Accounts | $1,806,000 | 113 |
| Number of Non-Managed Accounts | $37,000 | 288 |
| Total fiduciary and related assets | $1,401,490,000 | 169 |
| Managed Assets ($) | $1,390,819,000 | 134 |
| Non-managed Assets ($) | $10,671,000 | 346 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,888,000 | 137 |
| 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 | $1,825,000 | 137 |
| Number of Managed Accounts | $1,789,000 | 114 |
| Number of Non-Managed Accounts | $36,000 | 288 |
| Total fiduciary and related assets | $1,352,082,000 | 171 |
| Managed Assets ($) | $1,341,721,000 | 133 |
| Non-managed Assets ($) | $10,361,000 | 346 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,254,000 | 137 |
| 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 | $1,800,000 | 141 |
| Number of Managed Accounts | $1,761,000 | 116 |
| Number of Non-Managed Accounts | $39,000 | 289 |
| Total fiduciary and related assets | $1,335,030,000 | 171 |
| Managed Assets ($) | $1,324,877,000 | 134 |
| Non-managed Assets ($) | $10,153,000 | 350 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,618,000 | 141 |
| 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 | $1,789,000 | 145 |
| Number of Managed Accounts | $1,752,000 | 115 |
| Number of Non-Managed Accounts | $37,000 | 478 |
| Total fiduciary and related assets | $1,344,622,000 | 169 |
| Managed Assets ($) | $1,332,352,000 | 134 |
| Non-managed Assets ($) | $12,270,000 | 531 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,437,000 | 138 |
| 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 | $1,767,000 | 144 |
| Number of Managed Accounts | $1,730,000 | 115 |
| Number of Non-Managed Accounts | $37,000 | 283 |
| Total fiduciary and related assets | $1,281,724,000 | 170 |
| Managed Assets ($) | $1,270,039,000 | 132 |
| Non-managed Assets ($) | $11,685,000 | 341 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,936,000 | 138 |
| 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 | $1,726,000 | 142 |
| Number of Managed Accounts | $1,689,000 | 114 |
| Number of Non-Managed Accounts | $37,000 | 282 |
| Total fiduciary and related assets | $1,195,070,000 | 171 |
| Managed Assets ($) | $1,183,608,000 | 133 |
| Non-managed Assets ($) | $11,462,000 | 340 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,548,000 | 140 |
| 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 | $1,680,000 | 142 |
| Number of Managed Accounts | $1,640,000 | 113 |
| Number of Non-Managed Accounts | $40,000 | 278 |
| Total fiduciary and related assets | $1,161,575,000 | 172 |
| Managed Assets ($) | $1,149,949,000 | 133 |
| Non-managed Assets ($) | $11,626,000 | 343 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,172,000 | 141 |
| 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 | $1,560,000 | 155 |
| Number of Managed Accounts | $1,521,000 | 121 |
| Number of Non-Managed Accounts | $39,000 | 478 |
| Total fiduciary and related assets | $975,811,000 | 193 |
| Managed Assets ($) | $965,767,000 | 146 |
| Non-managed Assets ($) | $10,044,000 | 570 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,315,000 | 142 |
| 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 | $1,576,000 | 147 |
| Number of Managed Accounts | $1,535,000 | 118 |
| Number of Non-Managed Accounts | $41,000 | 288 |
| Total fiduciary and related assets | $970,971,000 | 194 |
| Managed Assets ($) | $961,185,000 | 149 |
| Non-managed Assets ($) | $9,786,000 | 348 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,211,000 | 141 |
| 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 | $1,555,000 | 150 |
| Number of Managed Accounts | $1,517,000 | 121 |
| Number of Non-Managed Accounts | $38,000 | 292 |
| Total fiduciary and related assets | $945,274,000 | 197 |
| Managed Assets ($) | $936,084,000 | 152 |
| Non-managed Assets ($) | $9,190,000 | 353 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,107,000 | 143 |
| 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 | $1,549,000 | 150 |
| Number of Managed Accounts | $1,510,000 | 121 |
| Number of Non-Managed Accounts | $39,000 | 289 |
| Total fiduciary and related assets | $935,748,000 | 193 |
| Managed Assets ($) | $926,716,000 | 150 |
| Non-managed Assets ($) | $9,032,000 | 349 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,010,000 | 141 |
| 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 | $1,604,000 | 148 |
| Number of Managed Accounts | $1,509,000 | 121 |
| Number of Non-Managed Accounts | $95,000 | 289 |
| Total fiduciary and related assets | $961,046,000 | 193 |
| Managed Assets ($) | $917,660,000 | 150 |
| Non-managed Assets ($) | $43,386,000 | 340 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,437,000 | 140 |
| 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 | $1,592,000 | 144 |
| Number of Managed Accounts | $1,478,000 | 121 |
| Number of Non-Managed Accounts | $114,000 | 189 |
| Total fiduciary and related assets | $951,343,000 | 193 |
| Managed Assets ($) | $909,479,000 | 150 |
| Non-managed Assets ($) | $41,864,000 | 287 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,383,000 | 139 |
| 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 | $1,591,000 | 146 |
| Number of Managed Accounts | $1,479,000 | 123 |
| Number of Non-Managed Accounts | $112,000 | 187 |
| Total fiduciary and related assets | $1,005,831,000 | 191 |
| Managed Assets ($) | $962,303,000 | 150 |
| Non-managed Assets ($) | $43,528,000 | 293 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,272,000 | 143 |
| 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 | $1,589,000 | 145 |
| Number of Managed Accounts | $1,480,000 | 121 |
| Number of Non-Managed Accounts | $109,000 | 187 |
| Total fiduciary and related assets | $999,924,000 | 192 |
| Managed Assets ($) | $958,580,000 | 149 |
| Non-managed Assets ($) | $41,344,000 | 300 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,093,000 | 142 |
| 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 | $1,582,000 | 147 |
| Number of Managed Accounts | $1,469,000 | 120 |
| Number of Non-Managed Accounts | $113,000 | 266 |
| Total fiduciary and related assets | $990,786,000 | 189 |
| Managed Assets ($) | $946,692,000 | 148 |
| Non-managed Assets ($) | $44,094,000 | 354 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,169,000 | 138 |
| 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 | $1,579,000 | 145 |
| Number of Managed Accounts | $1,461,000 | 120 |
| Number of Non-Managed Accounts | $118,000 | 183 |
| Total fiduciary and related assets | $975,778,000 | 184 |
| Managed Assets ($) | $935,674,000 | 148 |
| Non-managed Assets ($) | $40,104,000 | 299 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,132,000 | 137 |
| 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 | $1,573,000 | 144 |
| Number of Managed Accounts | $1,450,000 | 119 |
| Number of Non-Managed Accounts | $123,000 | 181 |
| Total fiduciary and related assets | $981,460,000 | 181 |
| Managed Assets ($) | $942,572,000 | 144 |
| Non-managed Assets ($) | $38,888,000 | 299 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,055,000 | 140 |
| 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 | $1,542,000 | 146 |
| Number of Managed Accounts | $1,422,000 | 120 |
| Number of Non-Managed Accounts | $120,000 | 187 |
| Total fiduciary and related assets | $953,555,000 | 182 |
| Managed Assets ($) | $913,890,000 | 144 |
| Non-managed Assets ($) | $39,665,000 | 300 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,002,000 | 139 |
| 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 | $1,528,000 | 150 |
| Number of Managed Accounts | $1,413,000 | 118 |
| Number of Non-Managed Accounts | $115,000 | 281 |
| Total fiduciary and related assets | $931,845,000 | 182 |
| Managed Assets ($) | $896,213,000 | 145 |
| Non-managed Assets ($) | $35,632,000 | 381 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,579,000 | 140 |
| 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 | $1,507,000 | 144 |
| Number of Managed Accounts | $1,396,000 | 115 |
| Number of Non-Managed Accounts | $111,000 | 201 |
| Total fiduciary and related assets | $870,276,000 | 182 |
| Managed Assets ($) | $840,194,000 | 146 |
| Non-managed Assets ($) | $30,082,000 | 304 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,634,000 | 138 |
| 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 | $1,500,000 | 142 |
| Number of Managed Accounts | $1,388,000 | 116 |
| Number of Non-Managed Accounts | $112,000 | 205 |
| Total fiduciary and related assets | $848,981,000 | 180 |
| Managed Assets ($) | $819,126,000 | 144 |
| Non-managed Assets ($) | $29,855,000 | 306 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,743,000 | 138 |
| 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 | $1,504,000 | 146 |
| Number of Managed Accounts | $1,390,000 | 115 |
| Number of Non-Managed Accounts | $114,000 | 201 |
| Total fiduciary and related assets | $840,499,000 | 182 |
| Managed Assets ($) | $810,721,000 | 146 |
| Non-managed Assets ($) | $29,778,000 | 308 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,816,000 | 138 |
| 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 | $1,493,000 | 153 |
| Number of Managed Accounts | $1,377,000 | 118 |
| Number of Non-Managed Accounts | $116,000 | 295 |
| Total fiduciary and related assets | $794,730,000 | 184 |
| Managed Assets ($) | $762,414,000 | 150 |
| Non-managed Assets ($) | $32,316,000 | 401 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,990,000 | 143 |
| 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 | $1,478,000 | 145 |
| Number of Managed Accounts | $1,361,000 | 115 |
| Number of Non-Managed Accounts | $117,000 | 191 |
| Total fiduciary and related assets | $808,121,000 | 183 |
| Managed Assets ($) | $758,831,000 | 150 |
| Non-managed Assets ($) | $49,290,000 | 269 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,219,000 | 142 |
| 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 | $1,462,000 | 144 |
| Number of Managed Accounts | $1,344,000 | 115 |
| Number of Non-Managed Accounts | $118,000 | 191 |
| Total fiduciary and related assets | $774,182,000 | 180 |
| Managed Assets ($) | $726,939,000 | 145 |
| Non-managed Assets ($) | $47,243,000 | 269 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,494,000 | 143 |
| 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 | $1,451,000 | 146 |
| Number of Managed Accounts | $1,337,000 | 117 |
| Number of Non-Managed Accounts | $114,000 | 191 |
| Total fiduciary and related assets | $788,503,000 | 180 |
| Managed Assets ($) | $742,724,000 | 146 |
| Non-managed Assets ($) | $45,779,000 | 269 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,722,000 | 140 |
| 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 | $1,445,000 | 152 |
| Number of Managed Accounts | $1,329,000 | 120 |
| Number of Non-Managed Accounts | $116,000 | 288 |
| Total fiduciary and related assets | $747,148,000 | 182 |
| Managed Assets ($) | $700,843,000 | 148 |
| Non-managed Assets ($) | $46,305,000 | 329 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,856,000 | 123 |
| 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 | $1,424,000 | 146 |
| Number of Managed Accounts | $1,308,000 | 122 |
| Number of Non-Managed Accounts | $116,000 | 195 |
| Total fiduciary and related assets | $714,192,000 | 181 |
| Managed Assets ($) | $660,999,000 | 150 |
| Non-managed Assets ($) | $53,193,000 | 251 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,213,000 | 122 |
| 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 | $1,426,000 | 148 |
| Number of Managed Accounts | $1,301,000 | 126 |
| Number of Non-Managed Accounts | $125,000 | 193 |
| Total fiduciary and related assets | $791,032,000 | 179 |
| Managed Assets ($) | $737,727,000 | 146 |
| Non-managed Assets ($) | $53,305,000 | 256 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,506,000 | 127 |
| 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 | $1,404,000 | 146 |
| Number of Managed Accounts | $1,284,000 | 121 |
| Number of Non-Managed Accounts | $120,000 | 198 |
| Total fiduciary and related assets | $782,878,000 | 184 |
| Managed Assets ($) | $730,490,000 | 147 |
| Non-managed Assets ($) | $52,388,000 | 255 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,748,000 | 125 |
| 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 | $1,389,000 | 156 |
| Number of Managed Accounts | $1,267,000 | 127 |
| Number of Non-Managed Accounts | $122,000 | 296 |
| Total fiduciary and related assets | $737,639,000 | 190 |
| Managed Assets ($) | $685,484,000 | 149 |
| Non-managed Assets ($) | $52,155,000 | 312 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,052,000 | 129 |
| 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 | $1,363,000 | 152 |
| Number of Managed Accounts | $1,242,000 | 124 |
| Number of Non-Managed Accounts | $121,000 | 200 |
| Total fiduciary and related assets | $676,939,000 | 192 |
| Managed Assets ($) | $627,297,000 | 155 |
| Non-managed Assets ($) | $49,642,000 | 259 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,500,000 | 129 |
| 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 | $1,353,000 | 151 |
| Number of Managed Accounts | $1,211,000 | 124 |
| Number of Non-Managed Accounts | $142,000 | 186 |
| Total fiduciary and related assets | $644,779,000 | 189 |
| Managed Assets ($) | $588,974,000 | 155 |
| Non-managed Assets ($) | $55,805,000 | 253 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,987,000 | 129 |
| 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 | $1,345,000 | 152 |
| Number of Managed Accounts | $1,198,000 | 126 |
| Number of Non-Managed Accounts | $147,000 | 186 |
| Total fiduciary and related assets | $657,960,000 | 194 |
| Managed Assets ($) | $602,706,000 | 158 |
| Non-managed Assets ($) | $55,254,000 | 259 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,452,000 | 131 |
| 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 | $1,333,000 | 164 |
| Number of Managed Accounts | $1,186,000 | 133 |
| Number of Non-Managed Accounts | $147,000 | 269 |
| Total fiduciary and related assets | $640,543,000 | 199 |
| Managed Assets ($) | $586,106,000 | 163 |
| Non-managed Assets ($) | $54,437,000 | 308 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,125,000 | 140 |
| 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 | $1,329,000 | 154 |
| Number of Managed Accounts | $1,179,000 | 125 |
| Number of Non-Managed Accounts | $150,000 | 179 |
| Total fiduciary and related assets | $598,425,000 | 207 |
| Managed Assets ($) | $545,056,000 | 171 |
| Non-managed Assets ($) | $53,369,000 | 249 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,711,000 | 145 |
| 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 | $1,306,000 | 161 |
| Number of Managed Accounts | $1,152,000 | 137 |
| Number of Non-Managed Accounts | $154,000 | 185 |
| Total fiduciary and related assets | $537,766,000 | 219 |
| Managed Assets ($) | $484,908,000 | 177 |
| Non-managed Assets ($) | $52,858,000 | 246 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,376,000 | 147 |
| 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 | $1,249,000 | 169 |
| Number of Managed Accounts | $1,106,000 | 142 |
| Number of Non-Managed Accounts | $143,000 | 184 |
| Total fiduciary and related assets | $485,041,000 | 220 |
| Managed Assets ($) | $436,504,000 | 182 |
| Non-managed Assets ($) | $48,537,000 | 250 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,164,000 | 147 |
| 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 | $1,211,000 | 188 |
| Number of Managed Accounts | $1,067,000 | 149 |
| Number of Non-Managed Accounts | $144,000 | 279 |
| Total fiduciary and related assets | $510,820,000 | 222 |
| Managed Assets ($) | $453,300,000 | 182 |
| Non-managed Assets ($) | $57,520,000 | 290 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,895,000 | 154 |
| 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 | $1,210,000 | 172 |
| Number of Managed Accounts | $1,066,000 | 145 |
| Number of Non-Managed Accounts | $144,000 | 192 |
| Total fiduciary and related assets | $567,514,000 | 218 |
| Managed Assets ($) | $496,669,000 | 180 |
| Non-managed Assets ($) | $70,845,000 | 237 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,772,000 | 155 |
| 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 | $1,201,000 | 182 |
| Number of Managed Accounts | $1,053,000 | 150 |
| Number of Non-Managed Accounts | $148,000 | 193 |
| Total fiduciary and related assets | $580,317,000 | 229 |
| Managed Assets ($) | $527,798,000 | 184 |
| Non-managed Assets ($) | $52,519,000 | 284 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,539,000 | 156 |
| 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 | $1,183,000 | 185 |
| Number of Managed Accounts | $1,053,000 | 155 |
| Number of Non-Managed Accounts | $130,000 | 207 |
| Total fiduciary and related assets | $598,281,000 | 231 |
| Managed Assets ($) | $536,394,000 | 185 |
| Non-managed Assets ($) | $61,887,000 | 266 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,262,000 | 157 |
| 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 | $1,200,000 | 191 |
| Number of Managed Accounts | $1,056,000 | 152 |
| Number of Non-Managed Accounts | $144,000 | 291 |
| Total fiduciary and related assets | $627,993,000 | 231 |
| Managed Assets ($) | $559,125,000 | 181 |
| Non-managed Assets ($) | $68,868,000 | 300 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,027,000 | 158 |
| 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 | $1,086,000 | 189 |
| Number of Managed Accounts | $1,053,000 | 150 |
| Number of Non-Managed Accounts | $33,000 | 305 |
| Total fiduciary and related assets | $590,254,000 | 236 |
| Managed Assets ($) | $584,268,000 | 180 |
| Non-managed Assets ($) | $5,986,000 | 365 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,733,000 | 154 |
| 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 | $1,081,000 | 192 |
| Number of Managed Accounts | $1,046,000 | 152 |
| Number of Non-Managed Accounts | $35,000 | 308 |
| Total fiduciary and related assets | $570,611,000 | 248 |
| Managed Assets ($) | $564,009,000 | 189 |
| Non-managed Assets ($) | $6,602,000 | 372 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,477,000 | 163 |
| 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 | $1,073,000 | 192 |
| Number of Managed Accounts | $1,035,000 | 150 |
| Number of Non-Managed Accounts | $38,000 | 303 |
| Total fiduciary and related assets | $549,903,000 | 246 |
| Managed Assets ($) | $541,015,000 | 189 |
| Non-managed Assets ($) | $8,888,000 | 365 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,211,000 | 161 |
| 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 | $1,059,000 | 207 |
| Number of Managed Accounts | $1,021,000 | 155 |
| Number of Non-Managed Accounts | $38,000 | 631 |
| Total fiduciary and related assets | $540,029,000 | 249 |
| Managed Assets ($) | $530,564,000 | 191 |
| Non-managed Assets ($) | $9,465,000 | 662 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,411,000 | 168 |
| 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 | $1,028,000 | 200 |
| Number of Managed Accounts | $991,000 | 159 |
| Number of Non-Managed Accounts | $37,000 | 303 |
| Total fiduciary and related assets | $510,414,000 | 253 |
| Managed Assets ($) | $500,839,000 | 199 |
| Non-managed Assets ($) | $9,575,000 | 353 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,251,000 | 175 |
| 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 | $1,019,000 | 209 |
| Number of Managed Accounts | $982,000 | 166 |
| Number of Non-Managed Accounts | $37,000 | 309 |
| Total fiduciary and related assets | $490,062,000 | 261 |
| Managed Assets ($) | $480,417,000 | 203 |
| Non-managed Assets ($) | $9,645,000 | 355 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,136,000 | 183 |
| 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 | $982,000 | 212 |
| Number of Managed Accounts | $938,000 | 169 |
| Number of Non-Managed Accounts | $44,000 | 300 |
| Total fiduciary and related assets | $487,630,000 | 265 |
| Managed Assets ($) | $468,922,000 | 208 |
| Non-managed Assets ($) | $18,708,000 | 337 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,047,000 | 185 |
| 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 | $965,000 | 233 |
| Number of Managed Accounts | $921,000 | 177 |
| Number of Non-Managed Accounts | $44,000 | 605 |
| Total fiduciary and related assets | $449,136,000 | 273 |
| Managed Assets ($) | $430,570,000 | 218 |
| Non-managed Assets ($) | $18,566,000 | 522 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,821,000 | 187 |
| 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 | $915,000 | 221 |
| Number of Managed Accounts | $871,000 | 176 |
| Number of Non-Managed Accounts | $44,000 | 297 |
| Total fiduciary and related assets | $437,263,000 | 269 |
| Managed Assets ($) | $418,485,000 | 217 |
| Non-managed Assets ($) | $18,778,000 | 329 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,828,000 | 187 |
| 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 | $886,000 | 226 |
| Number of Managed Accounts | $842,000 | 181 |
| Number of Non-Managed Accounts | $44,000 | 307 |
| Total fiduciary and related assets | $413,126,000 | 278 |
| Managed Assets ($) | $394,131,000 | 221 |
| Non-managed Assets ($) | $18,995,000 | 337 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,854,000 | 185 |
| 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 | $877,000 | 227 |
| Number of Managed Accounts | $831,000 | 182 |
| Number of Non-Managed Accounts | $46,000 | 302 |
| Total fiduciary and related assets | $404,916,000 | 280 |
| Managed Assets ($) | $386,488,000 | 228 |
| Non-managed Assets ($) | $18,428,000 | 342 |
| Memoranda | ||
| Gross Fiduciary activities income | $932,000 | 185 |
| 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 | $863,000 | 253 |
| Number of Managed Accounts | $814,000 | 190 |
| Number of Non-Managed Accounts | $49,000 | 599 |
| Total fiduciary and related assets | $407,250,000 | 278 |
| Managed Assets ($) | $388,423,000 | 224 |
| Non-managed Assets ($) | $18,827,000 | 521 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,412,000 | 191 |
| 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 | $868,000 | 233 |
| Number of Managed Accounts | $813,000 | 186 |
| Number of Non-Managed Accounts | $55,000 | 297 |
| Total fiduciary and related assets | $389,516,000 | 276 |
| Managed Assets ($) | $370,980,000 | 222 |
| Non-managed Assets ($) | $18,536,000 | 334 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,496,000 | 193 |
| 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 | $859,000 | 237 |
| Number of Managed Accounts | $802,000 | 187 |
| Number of Non-Managed Accounts | $57,000 | 304 |
| Total fiduciary and related assets | $387,313,000 | 281 |
| Managed Assets ($) | $368,436,000 | 225 |
| Non-managed Assets ($) | $18,877,000 | 344 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,625,000 | 197 |
| 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 | $850,000 | 235 |
| Number of Managed Accounts | $782,000 | 190 |
| Number of Non-Managed Accounts | $68,000 | 292 |
| Total fiduciary and related assets | $377,302,000 | 286 |
| Managed Assets ($) | $362,404,000 | 230 |
| Non-managed Assets ($) | $14,898,000 | 359 |
| Memoranda | ||
| Gross Fiduciary activities income | $795,000 | 197 |
| 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 | $835,000 | 274 |
| Number of Managed Accounts | $761,000 | 203 |
| Number of Non-Managed Accounts | $74,000 | 513 |
| Total fiduciary and related assets | $358,139,000 | 305 |
| Managed Assets ($) | $342,523,000 | 239 |
| Non-managed Assets ($) | $15,616,000 | 579 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,695,000 | 214 |
| 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 | $786,000 | 264 |
| Number of Managed Accounts | $713,000 | 210 |
| Number of Non-Managed Accounts | $73,000 | 298 |
| Total fiduciary and related assets | $321,330,000 | 320 |
| Managed Assets ($) | $306,329,000 | 251 |
| Non-managed Assets ($) | $15,001,000 | 365 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,961,000 | 228 |
| 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 | $769,000 | 273 |
| Number of Managed Accounts | $703,000 | 213 |
| Number of Non-Managed Accounts | $66,000 | 309 |
| Total fiduciary and related assets | $308,639,000 | 328 |
| Managed Assets ($) | $294,841,000 | 256 |
| Non-managed Assets ($) | $13,798,000 | 370 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,270,000 | 234 |
| 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 | $760,000 | 274 |
| Number of Managed Accounts | $698,000 | 224 |
| Number of Non-Managed Accounts | $62,000 | 321 |
| Total fiduciary and related assets | $289,498,000 | 335 |
| Managed Assets ($) | $279,345,000 | 265 |
| Non-managed Assets ($) | $10,153,000 | 390 |
| Memoranda | ||
| Gross Fiduciary activities income | $604,000 | 253 |
| 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 | $752,000 | 310 |
| Number of Managed Accounts | $694,000 | 245 |
| Number of Non-Managed Accounts | $58,000 | 585 |
| Total fiduciary and related assets | $278,186,000 | 347 |
| Managed Assets ($) | $264,125,000 | 274 |
| Non-managed Assets ($) | $14,061,000 | 582 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,478,000 | 251 |
| 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 | $655,000 | 319 |
| Number of Managed Accounts | $633,000 | 242 |
| Number of Non-Managed Accounts | $22,000 | 811 |
| Total fiduciary and related assets | $278,950,000 | 338 |
| Managed Assets ($) | $265,338,000 | 268 |
| Non-managed Assets ($) | $13,612,000 | 572 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,218,000 | 280 |
| 2000-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,667,000 | 317 |
| 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 | $1,121,000 | 441 |
| 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 | $610,000 | 576 |
| 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 | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |