Home > Members Trust Company > Fiduciary and Related Services
Members 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 | $6,689,000 | 53 |
| Number of Managed Accounts | $5,410,000 | 44 |
| Number of Non-Managed Accounts | $1,279,000 | 59 |
| Total fiduciary and related assets | $4,393,233,000 | 115 |
| Managed Assets ($) | $4,116,504,000 | 89 |
| Non-managed Assets ($) | $276,729,000 | 192 |
| Memoranda | ||
| Gross Fiduciary activities income | $28,058,000 | 94 |
| 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 | $6,688,000 | 55 |
| Number of Managed Accounts | $5,410,000 | 46 |
| Number of Non-Managed Accounts | $1,278,000 | 55 |
| Total fiduciary and related assets | $4,185,935,000 | 120 |
| Managed Assets ($) | $3,927,204,000 | 89 |
| Non-managed Assets ($) | $258,731,000 | 183 |
| Memoranda | ||
| Gross Fiduciary activities income | $20,986,000 | 96 |
| 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 | $6,692,000 | 54 |
| Number of Managed Accounts | $5,414,000 | 43 |
| Number of Non-Managed Accounts | $1,278,000 | 54 |
| Total fiduciary and related assets | $4,350,151,000 | 114 |
| Managed Assets ($) | $4,085,175,000 | 86 |
| Non-managed Assets ($) | $264,976,000 | 187 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,950,000 | 92 |
| 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 | $6,682,000 | 55 |
| Number of Managed Accounts | $5,404,000 | 45 |
| Number of Non-Managed Accounts | $1,278,000 | 56 |
| Total fiduciary and related assets | $4,260,835,000 | 121 |
| Managed Assets ($) | $4,008,443,000 | 90 |
| Non-managed Assets ($) | $252,392,000 | 188 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,939,000 | 96 |
| 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 | $6,722,000 | 56 |
| Number of Managed Accounts | $5,441,000 | 46 |
| Number of Non-Managed Accounts | $1,281,000 | 57 |
| Total fiduciary and related assets | $4,127,661,000 | 121 |
| Managed Assets ($) | $3,884,368,000 | 89 |
| Non-managed Assets ($) | $243,293,000 | 199 |
| Memoranda | ||
| Gross Fiduciary activities income | $27,482,000 | 100 |
| 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 | $6,728,000 | 48 |
| Number of Managed Accounts | $5,443,000 | 44 |
| Number of Non-Managed Accounts | $1,285,000 | 47 |
| Total fiduciary and related assets | $4,054,082,000 | 99 |
| Managed Assets ($) | $3,806,130,000 | 77 |
| Non-managed Assets ($) | $247,952,000 | 166 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,840,000 | 81 |
| 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 | $7,083,000 | 47 |
| Number of Managed Accounts | $5,368,000 | 46 |
| Number of Non-Managed Accounts | $1,715,000 | 41 |
| Total fiduciary and related assets | $4,396,450,000 | 98 |
| Managed Assets ($) | $4,039,987,000 | 77 |
| Non-managed Assets ($) | $356,463,000 | 143 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,081,000 | 81 |
| 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 | $6,953,000 | 46 |
| Number of Managed Accounts | $5,336,000 | 43 |
| Number of Non-Managed Accounts | $1,617,000 | 44 |
| Total fiduciary and related assets | $4,405,800,000 | 103 |
| Managed Assets ($) | $4,052,157,000 | 78 |
| Non-managed Assets ($) | $353,643,000 | 153 |
| Memoranda | ||
| Gross Fiduciary activities income | $27,295,000 | 84 |
| 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 | $6,812,000 | 46 |
| Number of Managed Accounts | $5,246,000 | 45 |
| Number of Non-Managed Accounts | $1,566,000 | 44 |
| Total fiduciary and related assets | $4,232,714,000 | 105 |
| Managed Assets ($) | $3,888,665,000 | 78 |
| Non-managed Assets ($) | $344,049,000 | 146 |
| Memoranda | ||
| Gross Fiduciary activities income | $20,208,000 | 81 |
| 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 | $5,217,000 | 57 |
| Number of Managed Accounts | $5,147,000 | 46 |
| Number of Non-Managed Accounts | $70,000 | 227 |
| Total fiduciary and related assets | $4,175,770,000 | 105 |
| Managed Assets ($) | $3,854,956,000 | 75 |
| Non-managed Assets ($) | $320,814,000 | 158 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,289,000 | 82 |
| 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 | $6,515,000 | 46 |
| Number of Managed Accounts | $5,083,000 | 46 |
| Number of Non-Managed Accounts | $1,432,000 | 45 |
| Total fiduciary and related assets | $3,931,473,000 | 105 |
| Managed Assets ($) | $3,621,926,000 | 78 |
| Non-managed Assets ($) | $309,547,000 | 154 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,462,000 | 83 |
| 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 | $6,374,000 | 48 |
| Number of Managed Accounts | $4,996,000 | 47 |
| Number of Non-Managed Accounts | $1,378,000 | 50 |
| Total fiduciary and related assets | $3,778,956,000 | 108 |
| Managed Assets ($) | $3,484,195,000 | 81 |
| Non-managed Assets ($) | $294,761,000 | 164 |
| Memoranda | ||
| Gross Fiduciary activities income | $23,668,000 | 83 |
| 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 | $6,325,000 | 47 |
| Number of Managed Accounts | $4,971,000 | 47 |
| Number of Non-Managed Accounts | $1,354,000 | 48 |
| Total fiduciary and related assets | $3,474,213,000 | 107 |
| Managed Assets ($) | $3,208,148,000 | 82 |
| Non-managed Assets ($) | $266,065,000 | 159 |
| Memoranda | ||
| Gross Fiduciary activities income | $17,394,000 | 84 |
| 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 | $6,566,000 | 46 |
| Number of Managed Accounts | $5,211,000 | 45 |
| Number of Non-Managed Accounts | $1,355,000 | 48 |
| Total fiduciary and related assets | $3,388,348,000 | 107 |
| Managed Assets ($) | $3,125,583,000 | 82 |
| Non-managed Assets ($) | $262,765,000 | 162 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,265,000 | 83 |
| 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 | $6,548,000 | 46 |
| Number of Managed Accounts | $5,221,000 | 44 |
| Number of Non-Managed Accounts | $1,327,000 | 48 |
| Total fiduciary and related assets | $3,118,761,000 | 104 |
| Managed Assets ($) | $2,840,937,000 | 83 |
| Non-managed Assets ($) | $277,824,000 | 149 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,417,000 | 86 |
| 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 | $5,865,000 | 51 |
| Number of Managed Accounts | $4,636,000 | 48 |
| Number of Non-Managed Accounts | $1,229,000 | 56 |
| Total fiduciary and related assets | $3,264,119,000 | 110 |
| Managed Assets ($) | $2,908,637,000 | 89 |
| Non-managed Assets ($) | $355,482,000 | 143 |
| Memoranda | ||
| Gross Fiduciary activities income | $21,649,000 | 88 |
| 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 | $5,718,000 | 54 |
| Number of Managed Accounts | $4,589,000 | 49 |
| Number of Non-Managed Accounts | $1,129,000 | 55 |
| Total fiduciary and related assets | $3,155,790,000 | 111 |
| Managed Assets ($) | $2,808,920,000 | 89 |
| Non-managed Assets ($) | $346,870,000 | 142 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,916,000 | 89 |
| 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 | $5,591,000 | 54 |
| Number of Managed Accounts | $4,504,000 | 49 |
| Number of Non-Managed Accounts | $1,087,000 | 61 |
| Total fiduciary and related assets | $3,101,070,000 | 111 |
| Managed Assets ($) | $2,758,159,000 | 89 |
| Non-managed Assets ($) | $342,911,000 | 142 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,426,000 | 91 |
| 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 | $5,469,000 | 55 |
| Number of Managed Accounts | $4,426,000 | 49 |
| Number of Non-Managed Accounts | $1,043,000 | 63 |
| Total fiduciary and related assets | $2,983,362,000 | 110 |
| Managed Assets ($) | $2,652,450,000 | 90 |
| Non-managed Assets ($) | $330,912,000 | 143 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,055,000 | 89 |
| 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 | $5,312,000 | 58 |
| Number of Managed Accounts | $4,300,000 | 51 |
| Number of Non-Managed Accounts | $1,012,000 | 64 |
| Total fiduciary and related assets | $2,757,021,000 | 109 |
| Managed Assets ($) | $2,453,985,000 | 89 |
| Non-managed Assets ($) | $303,036,000 | 146 |
| Memoranda | ||
| Gross Fiduciary activities income | $19,499,000 | 92 |
| 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 | $5,318,000 | 57 |
| Number of Managed Accounts | $4,300,000 | 50 |
| Number of Non-Managed Accounts | $1,018,000 | 62 |
| Total fiduciary and related assets | $2,925,279,000 | 108 |
| Managed Assets ($) | $2,581,998,000 | 89 |
| Non-managed Assets ($) | $343,281,000 | 145 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,558,000 | 93 |
| 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 | $5,233,000 | 57 |
| Number of Managed Accounts | $4,240,000 | 51 |
| Number of Non-Managed Accounts | $993,000 | 62 |
| Total fiduciary and related assets | $2,839,245,000 | 109 |
| Managed Assets ($) | $2,506,365,000 | 90 |
| Non-managed Assets ($) | $332,880,000 | 148 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,515,000 | 95 |
| 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 | $5,077,000 | 61 |
| Number of Managed Accounts | $4,127,000 | 51 |
| Number of Non-Managed Accounts | $950,000 | 65 |
| Total fiduciary and related assets | $2,739,892,000 | 114 |
| Managed Assets ($) | $2,418,589,000 | 90 |
| Non-managed Assets ($) | $321,303,000 | 151 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,707,000 | 99 |
| 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 | $4,864,000 | 63 |
| Number of Managed Accounts | $4,008,000 | 52 |
| Number of Non-Managed Accounts | $856,000 | 75 |
| Total fiduciary and related assets | $2,681,621,000 | 114 |
| Managed Assets ($) | $2,372,634,000 | 90 |
| Non-managed Assets ($) | $308,987,000 | 152 |
| Memoranda | ||
| Gross Fiduciary activities income | $17,253,000 | 98 |
| 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 | $4,632,000 | 64 |
| Number of Managed Accounts | $3,860,000 | 53 |
| Number of Non-Managed Accounts | $772,000 | 71 |
| Total fiduciary and related assets | $2,554,974,000 | 114 |
| Managed Assets ($) | $2,270,421,000 | 93 |
| Non-managed Assets ($) | $284,553,000 | 160 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,648,000 | 98 |
| 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 | $4,389,000 | 64 |
| Number of Managed Accounts | $3,721,000 | 54 |
| Number of Non-Managed Accounts | $668,000 | 74 |
| Total fiduciary and related assets | $2,441,216,000 | 113 |
| Managed Assets ($) | $2,178,050,000 | 93 |
| Non-managed Assets ($) | $263,166,000 | 162 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,132,000 | 100 |
| 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 | $4,048,000 | 65 |
| Number of Managed Accounts | $3,530,000 | 55 |
| Number of Non-Managed Accounts | $518,000 | 84 |
| Total fiduciary and related assets | $2,346,117,000 | 115 |
| Managed Assets ($) | $2,111,289,000 | 94 |
| Non-managed Assets ($) | $234,828,000 | 166 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,976,000 | 100 |
| 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 | $3,748,000 | 69 |
| Number of Managed Accounts | $3,342,000 | 57 |
| Number of Non-Managed Accounts | $406,000 | 114 |
| Total fiduciary and related assets | $2,189,823,000 | 119 |
| Managed Assets ($) | $1,969,338,000 | 99 |
| Non-managed Assets ($) | $220,485,000 | 164 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,858,000 | 101 |
| 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 | $3,606,000 | 69 |
| Number of Managed Accounts | $3,237,000 | 56 |
| Number of Non-Managed Accounts | $369,000 | 105 |
| Total fiduciary and related assets | $2,163,939,000 | 119 |
| Managed Assets ($) | $1,950,178,000 | 98 |
| Non-managed Assets ($) | $213,761,000 | 165 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,970,000 | 104 |
| 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 | $3,523,000 | 71 |
| Number of Managed Accounts | $3,179,000 | 58 |
| Number of Non-Managed Accounts | $344,000 | 107 |
| Total fiduciary and related assets | $2,070,472,000 | 121 |
| Managed Assets ($) | $1,900,530,000 | 99 |
| Non-managed Assets ($) | $169,942,000 | 189 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,225,000 | 104 |
| 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 | $3,395,000 | 74 |
| Number of Managed Accounts | $3,096,000 | 60 |
| Number of Non-Managed Accounts | $299,000 | 116 |
| Total fiduciary and related assets | $2,036,435,000 | 121 |
| Managed Assets ($) | $1,845,126,000 | 100 |
| Non-managed Assets ($) | $191,309,000 | 175 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,540,000 | 106 |
| 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 | $3,354,000 | 77 |
| Number of Managed Accounts | $3,063,000 | 59 |
| Number of Non-Managed Accounts | $291,000 | 136 |
| Total fiduciary and related assets | $1,978,166,000 | 123 |
| Managed Assets ($) | $1,787,234,000 | 99 |
| Non-managed Assets ($) | $190,932,000 | 176 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,001,000 | 105 |
| 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 | $3,281,000 | 75 |
| Number of Managed Accounts | $3,017,000 | 60 |
| Number of Non-Managed Accounts | $264,000 | 123 |
| Total fiduciary and related assets | $1,901,744,000 | 124 |
| Managed Assets ($) | $1,723,126,000 | 97 |
| Non-managed Assets ($) | $178,618,000 | 178 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,371,000 | 106 |
| 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 | $3,217,000 | 77 |
| Number of Managed Accounts | $2,950,000 | 64 |
| Number of Non-Managed Accounts | $267,000 | 125 |
| Total fiduciary and related assets | $1,930,194,000 | 127 |
| Managed Assets ($) | $1,737,484,000 | 101 |
| Non-managed Assets ($) | $192,710,000 | 175 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,865,000 | 108 |
| 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 | $3,107,000 | 82 |
| Number of Managed Accounts | $2,877,000 | 62 |
| Number of Non-Managed Accounts | $230,000 | 137 |
| Total fiduciary and related assets | $1,883,394,000 | 128 |
| Managed Assets ($) | $1,695,899,000 | 101 |
| Non-managed Assets ($) | $187,495,000 | 183 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,392,000 | 107 |
| 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 | $2,950,000 | 85 |
| Number of Managed Accounts | $2,796,000 | 63 |
| Number of Non-Managed Accounts | $154,000 | 232 |
| Total fiduciary and related assets | $1,798,478,000 | 129 |
| Managed Assets ($) | $1,615,787,000 | 103 |
| Non-managed Assets ($) | $182,691,000 | 182 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,829,000 | 108 |
| 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 | $2,896,000 | 87 |
| Number of Managed Accounts | $2,728,000 | 65 |
| Number of Non-Managed Accounts | $168,000 | 158 |
| Total fiduciary and related assets | $1,693,900,000 | 133 |
| Managed Assets ($) | $1,518,622,000 | 106 |
| Non-managed Assets ($) | $175,278,000 | 181 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,539,000 | 106 |
| 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 | $2,631,000 | 87 |
| Number of Managed Accounts | $2,545,000 | 67 |
| Number of Non-Managed Accounts | $86,000 | 215 |
| Total fiduciary and related assets | $1,606,573,000 | 134 |
| Managed Assets ($) | $1,437,560,000 | 111 |
| Non-managed Assets ($) | $169,013,000 | 182 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,191,000 | 106 |
| 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 | $2,631,000 | 90 |
| Number of Managed Accounts | $2,545,000 | 69 |
| Number of Non-Managed Accounts | $86,000 | 220 |
| Total fiduciary and related assets | $1,511,035,000 | 137 |
| Managed Assets ($) | $1,344,249,000 | 114 |
| Non-managed Assets ($) | $166,786,000 | 187 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,867,000 | 109 |
| 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 | $2,536,000 | 94 |
| Number of Managed Accounts | $2,449,000 | 74 |
| Number of Non-Managed Accounts | $87,000 | 335 |
| Total fiduciary and related assets | $1,482,945,000 | 141 |
| Managed Assets ($) | $1,316,619,000 | 117 |
| Non-managed Assets ($) | $166,326,000 | 188 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,747,000 | 124 |
| 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 | $2,421,000 | 97 |
| Number of Managed Accounts | $2,339,000 | 75 |
| Number of Non-Managed Accounts | $82,000 | 222 |
| Total fiduciary and related assets | $1,410,932,000 | 137 |
| Managed Assets ($) | $1,248,639,000 | 115 |
| Non-managed Assets ($) | $162,293,000 | 183 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,230,000 | 123 |
| 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 | $2,353,000 | 99 |
| Number of Managed Accounts | $1,896,000 | 90 |
| Number of Non-Managed Accounts | $457,000 | 100 |
| Total fiduciary and related assets | $1,325,155,000 | 138 |
| Managed Assets ($) | $991,386,000 | 125 |
| Non-managed Assets ($) | $333,769,000 | 134 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,376,000 | 131 |
| 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 | $2,291,000 | 100 |
| Number of Managed Accounts | $1,841,000 | 90 |
| Number of Non-Managed Accounts | $450,000 | 102 |
| Total fiduciary and related assets | $1,098,912,000 | 156 |
| Managed Assets ($) | $776,806,000 | 152 |
| Non-managed Assets ($) | $322,106,000 | 135 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,918,000 | 136 |
| 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 | $2,223,000 | 106 |
| Number of Managed Accounts | $1,783,000 | 91 |
| Number of Non-Managed Accounts | $440,000 | 120 |
| Total fiduciary and related assets | $1,006,821,000 | 157 |
| Managed Assets ($) | $692,370,000 | 158 |
| Non-managed Assets ($) | $314,451,000 | 133 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,761,000 | 146 |
| 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 | $2,166,000 | 102 |
| Number of Managed Accounts | $1,735,000 | 94 |
| Number of Non-Managed Accounts | $431,000 | 100 |
| Total fiduciary and related assets | $959,915,000 | 158 |
| Managed Assets ($) | $658,335,000 | 162 |
| Non-managed Assets ($) | $301,580,000 | 135 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,932,000 | 145 |
| 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 | $0 | 393 |
| Number of Managed Accounts | $0 | 379 |
| Number of Non-Managed Accounts | $0 | 373 |
| Total fiduciary and related assets | $0 | 393 |
| Managed Assets ($) | $0 | 380 |
| Non-managed Assets ($) | $0 | 372 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,369,000 | 147 |
| 2012-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 395 |
| Number of Managed Accounts | $0 | 379 |
| Number of Non-Managed Accounts | $0 | 372 |
| Total fiduciary and related assets | $0 | 394 |
| Managed Assets ($) | $0 | 379 |
| Non-managed Assets ($) | $0 | 371 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,631,000 | 146 |
| 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 | $1,677,000 | 137 |
| Number of Managed Accounts | $1,607,000 | 100 |
| Number of Non-Managed Accounts | $70,000 | 402 |
| Total fiduciary and related assets | $678,530,000 | 192 |
| Managed Assets ($) | $564,869,000 | 167 |
| Non-managed Assets ($) | $113,661,000 | 211 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2011-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,635,000 | 137 |
| Number of Managed Accounts | $1,565,000 | 105 |
| Number of Non-Managed Accounts | $70,000 | 231 |
| Total fiduciary and related assets | $628,161,000 | 197 |
| Managed Assets ($) | $521,613,000 | 168 |
| Non-managed Assets ($) | $106,548,000 | 203 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2011-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,609,000 | 136 |
| Number of Managed Accounts | $1,539,000 | 110 |
| Number of Non-Managed Accounts | $70,000 | 234 |
| Total fiduciary and related assets | $660,111,000 | 197 |
| Managed Assets ($) | $541,719,000 | 169 |
| Non-managed Assets ($) | $118,392,000 | 200 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2011-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,552,000 | 138 |
| Number of Managed Accounts | $1,481,000 | 105 |
| Number of Non-Managed Accounts | $71,000 | 236 |
| Total fiduciary and related assets | $661,668,000 | 201 |
| Managed Assets ($) | $545,235,000 | 169 |
| Non-managed Assets ($) | $116,433,000 | 200 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2010-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,503,000 | 147 |
| Number of Managed Accounts | $1,435,000 | 109 |
| Number of Non-Managed Accounts | $68,000 | 432 |
| Total fiduciary and related assets | $632,630,000 | 205 |
| Managed Assets ($) | $520,681,000 | 173 |
| Non-managed Assets ($) | $111,949,000 | 217 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2010-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,459,000 | 144 |
| Number of Managed Accounts | $1,392,000 | 110 |
| Number of Non-Managed Accounts | $67,000 | 239 |
| Total fiduciary and related assets | $585,679,000 | 212 |
| Managed Assets ($) | $491,863,000 | 175 |
| Non-managed Assets ($) | $93,816,000 | 213 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2010-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,403,000 | 149 |
| Number of Managed Accounts | $1,338,000 | 112 |
| Number of Non-Managed Accounts | $65,000 | 244 |
| Total fiduciary and related assets | $538,897,000 | 215 |
| Managed Assets ($) | $443,119,000 | 184 |
| Non-managed Assets ($) | $95,778,000 | 214 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2010-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,380,000 | 150 |
| Number of Managed Accounts | $1,321,000 | 115 |
| Number of Non-Managed Accounts | $59,000 | 258 |
| Total fiduciary and related assets | $572,639,000 | 218 |
| Managed Assets ($) | $481,620,000 | 179 |
| Non-managed Assets ($) | $91,019,000 | 219 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2009-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,360,000 | 160 |
| Number of Managed Accounts | $1,298,000 | 120 |
| Number of Non-Managed Accounts | $62,000 | 462 |
| Total fiduciary and related assets | $562,806,000 | 218 |
| Managed Assets ($) | $476,109,000 | 181 |
| Non-managed Assets ($) | $86,697,000 | 245 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2009-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,357,000 | 152 |
| Number of Managed Accounts | $1,290,000 | 117 |
| Number of Non-Managed Accounts | $67,000 | 236 |
| Total fiduciary and related assets | $550,020,000 | 219 |
| Managed Assets ($) | $470,430,000 | 184 |
| Non-managed Assets ($) | $79,590,000 | 220 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2009-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,332,000 | 158 |
| Number of Managed Accounts | $1,249,000 | 128 |
| Number of Non-Managed Accounts | $83,000 | 227 |
| Total fiduciary and related assets | $489,458,000 | 227 |
| Managed Assets ($) | $415,370,000 | 196 |
| Non-managed Assets ($) | $74,088,000 | 218 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2009-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,295,000 | 158 |
| Number of Managed Accounts | $1,203,000 | 129 |
| Number of Non-Managed Accounts | $92,000 | 220 |
| Total fiduciary and related assets | $442,630,000 | 232 |
| Managed Assets ($) | $373,469,000 | 207 |
| Non-managed Assets ($) | $69,161,000 | 220 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2008-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,274,000 | 178 |
| Number of Managed Accounts | $1,183,000 | 135 |
| Number of Non-Managed Accounts | $91,000 | 387 |
| Total fiduciary and related assets | $459,605,000 | 235 |
| Managed Assets ($) | $386,157,000 | 208 |
| Non-managed Assets ($) | $73,448,000 | 255 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2008-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,246,000 | 168 |
| Number of Managed Accounts | $1,152,000 | 133 |
| Number of Non-Managed Accounts | $94,000 | 228 |
| Total fiduciary and related assets | $488,660,000 | 245 |
| Managed Assets ($) | $404,001,000 | 213 |
| Non-managed Assets ($) | $84,659,000 | 225 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2008-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,204,000 | 181 |
| Number of Managed Accounts | $1,103,000 | 142 |
| Number of Non-Managed Accounts | $101,000 | 224 |
| Total fiduciary and related assets | $491,712,000 | 252 |
| Managed Assets ($) | $399,185,000 | 223 |
| Non-managed Assets ($) | $92,527,000 | 228 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2008-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,175,000 | 186 |
| Number of Managed Accounts | $1,070,000 | 146 |
| Number of Non-Managed Accounts | $105,000 | 221 |
| Total fiduciary and related assets | $497,455,000 | 257 |
| Managed Assets ($) | $403,654,000 | 226 |
| Non-managed Assets ($) | $93,801,000 | 231 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2007-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,050,000 | 212 |
| Number of Managed Accounts | $949,000 | 168 |
| Number of Non-Managed Accounts | $101,000 | 357 |
| Total fiduciary and related assets | $482,927,000 | 268 |
| Managed Assets ($) | $381,447,000 | 235 |
| Non-managed Assets ($) | $101,480,000 | 244 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2007-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,033,000 | 196 |
| Number of Managed Accounts | $928,000 | 164 |
| Number of Non-Managed Accounts | $105,000 | 213 |
| Total fiduciary and related assets | $473,773,000 | 276 |
| Managed Assets ($) | $370,693,000 | 238 |
| Non-managed Assets ($) | $103,080,000 | 226 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2007-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $957,000 | 215 |
| Number of Managed Accounts | $852,000 | 180 |
| Number of Non-Managed Accounts | $105,000 | 221 |
| Total fiduciary and related assets | $445,857,000 | 287 |
| Managed Assets ($) | $341,155,000 | 251 |
| Non-managed Assets ($) | $104,702,000 | 227 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2007-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $828,000 | 242 |
| Number of Managed Accounts | $777,000 | 193 |
| Number of Non-Managed Accounts | $51,000 | 278 |
| Total fiduciary and related assets | $399,744,000 | 299 |
| Managed Assets ($) | $318,109,000 | 262 |
| Non-managed Assets ($) | $81,635,000 | 243 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2006-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $475,000 | 384 |
| Number of Managed Accounts | $426,000 | 308 |
| Number of Non-Managed Accounts | $49,000 | 560 |
| Total fiduciary and related assets | $258,387,000 | 360 |
| Managed Assets ($) | $180,660,000 | 377 |
| Non-managed Assets ($) | $77,727,000 | 283 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2006-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $436,000 | 323 |
| Number of Managed Accounts | $388,000 | 286 |
| Number of Non-Managed Accounts | $48,000 | 285 |
| Total fiduciary and related assets | $207,638,000 | 364 |
| Managed Assets ($) | $135,280,000 | 338 |
| Non-managed Assets ($) | $72,358,000 | 253 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2006-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $397,000 | 337 |
| Number of Managed Accounts | $360,000 | 296 |
| Number of Non-Managed Accounts | $37,000 | 309 |
| Total fiduciary and related assets | $185,874,000 | 372 |
| Managed Assets ($) | $121,244,000 | 348 |
| Non-managed Assets ($) | $64,630,000 | 269 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2006-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $312,000 | 363 |
| Number of Managed Accounts | $290,000 | 322 |
| Number of Non-Managed Accounts | $22,000 | 340 |
| Total fiduciary and related assets | $174,495,000 | 381 |
| Managed Assets ($) | $112,747,000 | 353 |
| Non-managed Assets ($) | $61,748,000 | 277 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2005-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $278,000 | 560 |
| Number of Managed Accounts | $255,000 | 460 |
| Number of Non-Managed Accounts | $23,000 | 788 |
| Total fiduciary and related assets | $146,066,000 | 491 |
| Managed Assets ($) | $89,358,000 | 525 |
| Non-managed Assets ($) | $56,708,000 | 329 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2005-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $235,000 | 368 |
| Number of Managed Accounts | $201,000 | 337 |
| Number of Non-Managed Accounts | $34,000 | 314 |
| Total fiduciary and related assets | $117,552,000 | 382 |
| Managed Assets ($) | $61,534,000 | 365 |
| Non-managed Assets ($) | $56,018,000 | 274 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2005-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $208,000 | 390 |
| Number of Managed Accounts | $173,000 | 361 |
| Number of Non-Managed Accounts | $35,000 | 322 |
| Total fiduciary and related assets | $101,230,000 | 404 |
| Managed Assets ($) | $47,384,000 | 382 |
| Non-managed Assets ($) | $53,846,000 | 281 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2005-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $181,000 | 394 |
| Number of Managed Accounts | $145,000 | 372 |
| Number of Non-Managed Accounts | $36,000 | 322 |
| Total fiduciary and related assets | $89,946,000 | 409 |
| Managed Assets ($) | $39,033,000 | 390 |
| Non-managed Assets ($) | $50,913,000 | 288 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2004-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $179,000 | 721 |
| Number of Managed Accounts | $114,000 | 716 |
| Number of Non-Managed Accounts | $65,000 | 517 |
| Total fiduciary and related assets | $81,673,000 | 644 |
| Managed Assets ($) | $29,457,000 | 804 |
| Non-managed Assets ($) | $52,216,000 | 336 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2004-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $177,000 | 383 |
| Number of Managed Accounts | $92,000 | 369 |
| Number of Non-Managed Accounts | $85,000 | 265 |
| Total fiduciary and related assets | $71,844,000 | 402 |
| Managed Assets ($) | $24,690,000 | 386 |
| Non-managed Assets ($) | $47,154,000 | 286 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2004-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $168,000 | 391 |
| Number of Managed Accounts | $79,000 | 380 |
| Number of Non-Managed Accounts | $89,000 | 268 |
| Total fiduciary and related assets | $62,561,000 | 408 |
| Managed Assets ($) | $15,389,000 | 397 |
| Non-managed Assets ($) | $47,172,000 | 295 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2004-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $179,000 | 398 |
| Number of Managed Accounts | $73,000 | 387 |
| Number of Non-Managed Accounts | $106,000 | 256 |
| Total fiduciary and related assets | $59,169,000 | 418 |
| Managed Assets ($) | $14,153,000 | 407 |
| Non-managed Assets ($) | $45,016,000 | 297 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2003-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $187,000 | 724 |
| Number of Managed Accounts | $66,000 | 887 |
| Number of Non-Managed Accounts | $121,000 | 388 |
| Total fiduciary and related assets | $54,482,000 | 754 |
| Managed Assets ($) | $11,895,000 | 1,023 |
| Non-managed Assets ($) | $42,587,000 | 380 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |