Home > Oriental Bank > Fiduciary and Related Services
Oriental 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 | $8,942,000 | 41 |
| Number of Managed Accounts | $2,000 | 916 |
| Number of Non-Managed Accounts | $8,940,000 | 21 |
| Total fiduciary and related assets | $2,588,552,000 | 158 |
| Managed Assets ($) | $306,115,000 | 373 |
| Non-managed Assets ($) | $2,282,437,000 | 89 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,477,000 | 198 |
| 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 | $9,262,000 | 41 |
| Number of Managed Accounts | $2,000 | 361 |
| Number of Non-Managed Accounts | $9,260,000 | 20 |
| Total fiduciary and related assets | $2,407,974,000 | 160 |
| Managed Assets ($) | $291,144,000 | 322 |
| Non-managed Assets ($) | $2,116,830,000 | 87 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,355,000 | 196 |
| 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 | $9,720,000 | 40 |
| Number of Managed Accounts | $2,000 | 433 |
| Number of Non-Managed Accounts | $9,718,000 | 20 |
| Total fiduciary and related assets | $2,467,883,000 | 155 |
| Managed Assets ($) | $303,709,000 | 360 |
| Non-managed Assets ($) | $2,164,174,000 | 88 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,191,000 | 191 |
| 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 | $9,948,000 | 41 |
| Number of Managed Accounts | $2,000 | 370 |
| Number of Non-Managed Accounts | $9,946,000 | 22 |
| Total fiduciary and related assets | $2,439,209,000 | 163 |
| Managed Assets ($) | $304,973,000 | 324 |
| Non-managed Assets ($) | $2,134,236,000 | 95 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,933,000 | 212 |
| 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 | $9,911,000 | 43 |
| Number of Managed Accounts | $2,000 | 953 |
| Number of Non-Managed Accounts | $9,909,000 | 23 |
| Total fiduciary and related assets | $2,359,992,000 | 163 |
| Managed Assets ($) | $304,305,000 | 367 |
| Non-managed Assets ($) | $2,055,687,000 | 96 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,299,000 | 174 |
| 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 | $10,444,000 | 42 |
| Number of Managed Accounts | $2,000 | 385 |
| Number of Non-Managed Accounts | $10,442,000 | 22 |
| Total fiduciary and related assets | $2,333,041,000 | 159 |
| Managed Assets ($) | $311,838,000 | 326 |
| Non-managed Assets ($) | $2,021,203,000 | 93 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,019,000 | 170 |
| 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 | $10,744,000 | 38 |
| Number of Managed Accounts | $2,000 | 419 |
| Number of Non-Managed Accounts | $10,742,000 | 19 |
| Total fiduciary and related assets | $2,665,470,000 | 126 |
| Managed Assets ($) | $335,671,000 | 307 |
| Non-managed Assets ($) | $2,329,799,000 | 74 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,468,000 | 141 |
| 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 | $10,934,000 | 36 |
| Number of Managed Accounts | $2,000 | 347 |
| Number of Non-Managed Accounts | $10,932,000 | 19 |
| Total fiduciary and related assets | $2,930,194,000 | 126 |
| Managed Assets ($) | $366,735,000 | 280 |
| Non-managed Assets ($) | $2,563,459,000 | 70 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,828,000 | 141 |
| 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 | $11,137,000 | 35 |
| Number of Managed Accounts | $2,000 | 936 |
| Number of Non-Managed Accounts | $11,135,000 | 18 |
| Total fiduciary and related assets | $3,065,850,000 | 124 |
| Managed Assets ($) | $390,434,000 | 305 |
| Non-managed Assets ($) | $2,675,416,000 | 69 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,684,000 | 139 |
| 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 | $11,325,000 | 35 |
| Number of Managed Accounts | $10,114,000 | 24 |
| Number of Non-Managed Accounts | $1,211,000 | 49 |
| Total fiduciary and related assets | $2,607,316,000 | 135 |
| Managed Assets ($) | $392,870,000 | 275 |
| Non-managed Assets ($) | $2,214,446,000 | 75 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,685,000 | 140 |
| 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 | $49,255,000 | 14 |
| Number of Managed Accounts | $10,278,000 | 24 |
| Number of Non-Managed Accounts | $38,977,000 | 9 |
| Total fiduciary and related assets | $2,866,969,000 | 125 |
| Managed Assets ($) | $398,050,000 | 295 |
| Non-managed Assets ($) | $2,468,919,000 | 70 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,717,000 | 138 |
| 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 | $49,332,000 | 14 |
| Number of Managed Accounts | $10,245,000 | 24 |
| Number of Non-Managed Accounts | $39,087,000 | 9 |
| Total fiduciary and related assets | $2,744,412,000 | 127 |
| Managed Assets ($) | $403,241,000 | 270 |
| Non-managed Assets ($) | $2,341,171,000 | 71 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,920,000 | 137 |
| 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 | $49,937,000 | 14 |
| Number of Managed Accounts | $10,449,000 | 26 |
| Number of Non-Managed Accounts | $39,488,000 | 9 |
| Total fiduciary and related assets | $2,672,673,000 | 128 |
| Managed Assets ($) | $392,761,000 | 290 |
| Non-managed Assets ($) | $2,279,912,000 | 74 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,589,000 | 135 |
| 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 | $50,738,000 | 14 |
| Number of Managed Accounts | $10,644,000 | 25 |
| Number of Non-Managed Accounts | $40,094,000 | 9 |
| Total fiduciary and related assets | $2,466,780,000 | 128 |
| Managed Assets ($) | $361,919,000 | 269 |
| Non-managed Assets ($) | $2,104,861,000 | 71 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,921,000 | 133 |
| 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 | $51,277,000 | 14 |
| Number of Managed Accounts | $10,925,000 | 25 |
| Number of Non-Managed Accounts | $40,352,000 | 9 |
| Total fiduciary and related assets | $2,381,672,000 | 129 |
| Managed Assets ($) | $360,585,000 | 288 |
| Non-managed Assets ($) | $2,021,087,000 | 71 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,092,000 | 138 |
| 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 | $51,847,000 | 13 |
| Number of Managed Accounts | $11,151,000 | 24 |
| Number of Non-Managed Accounts | $40,696,000 | 9 |
| Total fiduciary and related assets | $2,213,499,000 | 125 |
| Managed Assets ($) | $351,942,000 | 264 |
| Non-managed Assets ($) | $1,861,557,000 | 74 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,793,000 | 133 |
| 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 | $59,336,000 | 13 |
| Number of Managed Accounts | $11,499,000 | 24 |
| Number of Non-Managed Accounts | $47,837,000 | 9 |
| Total fiduciary and related assets | $2,478,294,000 | 124 |
| Managed Assets ($) | $403,805,000 | 278 |
| Non-managed Assets ($) | $2,074,489,000 | 73 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,055,000 | 132 |
| 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 | $47,482,000 | 15 |
| Number of Managed Accounts | $11,858,000 | 25 |
| Number of Non-Managed Accounts | $35,624,000 | 10 |
| Total fiduciary and related assets | $2,364,395,000 | 125 |
| Managed Assets ($) | $412,385,000 | 259 |
| Non-managed Assets ($) | $1,952,010,000 | 76 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,407,000 | 131 |
| 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 | $48,497,000 | 15 |
| Number of Managed Accounts | $11,858,000 | 25 |
| Number of Non-Managed Accounts | $36,639,000 | 10 |
| Total fiduciary and related assets | $2,376,880,000 | 124 |
| Managed Assets ($) | $423,062,000 | 268 |
| Non-managed Assets ($) | $1,953,818,000 | 73 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,476,000 | 132 |
| 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 | $48,742,000 | 15 |
| Number of Managed Accounts | $12,226,000 | 25 |
| Number of Non-Managed Accounts | $36,516,000 | 10 |
| Total fiduciary and related assets | $2,315,835,000 | 126 |
| Managed Assets ($) | $415,851,000 | 264 |
| Non-managed Assets ($) | $1,899,984,000 | 75 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,632,000 | 136 |
| 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 | $49,300,000 | 15 |
| Number of Managed Accounts | $12,226,000 | 25 |
| Number of Non-Managed Accounts | $37,074,000 | 9 |
| Total fiduciary and related assets | $2,181,557,000 | 123 |
| Managed Assets ($) | $389,452,000 | 266 |
| Non-managed Assets ($) | $1,792,105,000 | 74 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,004,000 | 134 |
| 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 | $50,202,000 | 13 |
| Number of Managed Accounts | $12,520,000 | 25 |
| Number of Non-Managed Accounts | $37,682,000 | 9 |
| Total fiduciary and related assets | $2,348,804,000 | 123 |
| Managed Assets ($) | $406,381,000 | 269 |
| Non-managed Assets ($) | $1,942,423,000 | 71 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,232,000 | 131 |
| 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 | $51,619,000 | 12 |
| Number of Managed Accounts | $12,765,000 | 24 |
| Number of Non-Managed Accounts | $38,854,000 | 8 |
| Total fiduciary and related assets | $2,345,543,000 | 120 |
| Managed Assets ($) | $409,356,000 | 264 |
| Non-managed Assets ($) | $1,936,187,000 | 69 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,661,000 | 127 |
| 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 | $53,448,000 | 13 |
| Number of Managed Accounts | $13,371,000 | 24 |
| Number of Non-Managed Accounts | $40,077,000 | 9 |
| Total fiduciary and related assets | $2,335,189,000 | 122 |
| Managed Assets ($) | $410,901,000 | 267 |
| Non-managed Assets ($) | $1,924,288,000 | 69 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,728,000 | 134 |
| 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 | $54,788,000 | 13 |
| Number of Managed Accounts | $13,404,000 | 24 |
| Number of Non-Managed Accounts | $41,384,000 | 9 |
| Total fiduciary and related assets | $2,405,880,000 | 116 |
| Managed Assets ($) | $458,233,000 | 249 |
| Non-managed Assets ($) | $1,947,647,000 | 69 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,051,000 | 127 |
| 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 | $55,590,000 | 13 |
| Number of Managed Accounts | $13,665,000 | 22 |
| Number of Non-Managed Accounts | $41,925,000 | 9 |
| Total fiduciary and related assets | $2,336,313,000 | 117 |
| Managed Assets ($) | $501,071,000 | 230 |
| Non-managed Assets ($) | $1,835,242,000 | 74 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,276,000 | 123 |
| 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 | $56,851,000 | 13 |
| Number of Managed Accounts | $13,780,000 | 21 |
| Number of Non-Managed Accounts | $43,071,000 | 9 |
| Total fiduciary and related assets | $2,326,111,000 | 116 |
| Managed Assets ($) | $606,743,000 | 206 |
| Non-managed Assets ($) | $1,719,368,000 | 75 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,406,000 | 121 |
| 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 | $57,785,000 | 13 |
| Number of Managed Accounts | $13,787,000 | 23 |
| Number of Non-Managed Accounts | $43,998,000 | 9 |
| Total fiduciary and related assets | $2,268,696,000 | 118 |
| Managed Assets ($) | $598,079,000 | 212 |
| Non-managed Assets ($) | $1,670,617,000 | 76 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,578,000 | 124 |
| 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 | $58,776,000 | 13 |
| Number of Managed Accounts | $13,864,000 | 23 |
| Number of Non-Managed Accounts | $44,912,000 | 9 |
| Total fiduciary and related assets | $2,208,954,000 | 118 |
| Managed Assets ($) | $599,922,000 | 203 |
| Non-managed Assets ($) | $1,609,032,000 | 79 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,898,000 | 118 |
| 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 | $59,432,000 | 13 |
| Number of Managed Accounts | $14,088,000 | 23 |
| Number of Non-Managed Accounts | $45,344,000 | 9 |
| Total fiduciary and related assets | $2,189,185,000 | 118 |
| Managed Assets ($) | $598,293,000 | 204 |
| Non-managed Assets ($) | $1,590,892,000 | 79 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,065,000 | 117 |
| 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 | $60,551,000 | 12 |
| Number of Managed Accounts | $14,327,000 | 21 |
| Number of Non-Managed Accounts | $46,224,000 | 9 |
| Total fiduciary and related assets | $2,129,039,000 | 119 |
| Managed Assets ($) | $603,238,000 | 202 |
| Non-managed Assets ($) | $1,525,801,000 | 80 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,426,000 | 119 |
| 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 | $60,750,000 | 12 |
| Number of Managed Accounts | $14,592,000 | 19 |
| Number of Non-Managed Accounts | $46,158,000 | 9 |
| Total fiduciary and related assets | $2,105,725,000 | 117 |
| Managed Assets ($) | $398,806,000 | 256 |
| Non-managed Assets ($) | $1,706,919,000 | 71 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,712,000 | 117 |
| 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 | $1,515,000 | 158 |
| Number of Managed Accounts | $2,000 | 1,126 |
| Number of Non-Managed Accounts | $1,513,000 | 52 |
| Total fiduciary and related assets | $2,153,840,000 | 116 |
| Managed Assets ($) | $501,253,000 | 231 |
| Non-managed Assets ($) | $1,652,587,000 | 71 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,243,000 | 116 |
| 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 | $1,493,000 | 155 |
| Number of Managed Accounts | $2,000 | 397 |
| Number of Non-Managed Accounts | $1,491,000 | 50 |
| Total fiduciary and related assets | $2,176,333,000 | 114 |
| Managed Assets ($) | $535,180,000 | 213 |
| Non-managed Assets ($) | $1,641,153,000 | 75 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,419,000 | 117 |
| 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 | $1,491,000 | 155 |
| Number of Managed Accounts | $2,000 | 401 |
| Number of Non-Managed Accounts | $1,489,000 | 50 |
| Total fiduciary and related assets | $2,233,324,000 | 117 |
| Managed Assets ($) | $535,434,000 | 226 |
| Non-managed Assets ($) | $1,697,890,000 | 73 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,623,000 | 118 |
| 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 | $1,497,000 | 157 |
| Number of Managed Accounts | $2,000 | 399 |
| Number of Non-Managed Accounts | $1,495,000 | 51 |
| Total fiduciary and related assets | $2,331,306,000 | 113 |
| Managed Assets ($) | $548,047,000 | 219 |
| Non-managed Assets ($) | $1,783,259,000 | 72 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,779,000 | 119 |
| 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 | $1,481,000 | 157 |
| Number of Managed Accounts | $2,000 | 1,167 |
| Number of Non-Managed Accounts | $1,479,000 | 53 |
| Total fiduciary and related assets | $2,274,087,000 | 113 |
| Managed Assets ($) | $530,487,000 | 226 |
| Non-managed Assets ($) | $1,743,600,000 | 72 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,230,000 | 117 |
| 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 | $1,469,000 | 155 |
| Number of Managed Accounts | $2,000 | 398 |
| Number of Non-Managed Accounts | $1,467,000 | 52 |
| Total fiduciary and related assets | $2,274,313,000 | 112 |
| Managed Assets ($) | $523,089,000 | 224 |
| Non-managed Assets ($) | $1,751,224,000 | 73 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,349,000 | 116 |
| 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 | $1,479,000 | 150 |
| Number of Managed Accounts | $2,000 | 399 |
| Number of Non-Managed Accounts | $1,477,000 | 52 |
| Total fiduciary and related assets | $2,293,678,000 | 112 |
| Managed Assets ($) | $529,727,000 | 219 |
| Non-managed Assets ($) | $1,763,951,000 | 74 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,527,000 | 114 |
| 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 | $1,476,000 | 150 |
| Number of Managed Accounts | $2,000 | 406 |
| Number of Non-Managed Accounts | $1,474,000 | 54 |
| Total fiduciary and related assets | $2,241,785,000 | 110 |
| Managed Assets ($) | $513,446,000 | 218 |
| Non-managed Assets ($) | $1,728,339,000 | 73 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,723,000 | 115 |
| 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 | $1,458,000 | 157 |
| Number of Managed Accounts | $3,000 | 1,166 |
| Number of Non-Managed Accounts | $1,455,000 | 57 |
| Total fiduciary and related assets | $2,250,630,000 | 112 |
| Managed Assets ($) | $490,170,000 | 225 |
| Non-managed Assets ($) | $1,760,460,000 | 73 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,300,000 | 117 |
| 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 | $1,471,000 | 147 |
| Number of Managed Accounts | $3,000 | 385 |
| Number of Non-Managed Accounts | $1,468,000 | 52 |
| Total fiduciary and related assets | $2,162,839,000 | 112 |
| Managed Assets ($) | $479,879,000 | 220 |
| Non-managed Assets ($) | $1,682,960,000 | 75 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,457,000 | 119 |
| 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 | $1,465,000 | 146 |
| Number of Managed Accounts | $3,000 | 389 |
| Number of Non-Managed Accounts | $1,462,000 | 53 |
| Total fiduciary and related assets | $2,134,350,000 | 112 |
| Managed Assets ($) | $473,815,000 | 217 |
| Non-managed Assets ($) | $1,660,535,000 | 74 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,855,000 | 121 |
| 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 | $1,456,000 | 150 |
| Number of Managed Accounts | $3,000 | 393 |
| Number of Non-Managed Accounts | $1,453,000 | 57 |
| Total fiduciary and related assets | $2,098,995,000 | 113 |
| Managed Assets ($) | $463,745,000 | 215 |
| Non-managed Assets ($) | $1,635,250,000 | 75 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,296,000 | 128 |
| 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 | $1,476,000 | 155 |
| Number of Managed Accounts | $3,000 | 1,187 |
| Number of Non-Managed Accounts | $1,473,000 | 59 |
| Total fiduciary and related assets | $2,042,198,000 | 113 |
| Managed Assets ($) | $449,201,000 | 214 |
| Non-managed Assets ($) | $1,592,997,000 | 74 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,237,000 | 114 |
| 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 | $1,474,000 | 146 |
| Number of Managed Accounts | $3,000 | 373 |
| Number of Non-Managed Accounts | $1,471,000 | 55 |
| Total fiduciary and related assets | $1,970,537,000 | 112 |
| Managed Assets ($) | $424,242,000 | 222 |
| Non-managed Assets ($) | $1,546,295,000 | 73 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,723,000 | 119 |
| 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 | $1,497,000 | 142 |
| Number of Managed Accounts | $3,000 | 372 |
| Number of Non-Managed Accounts | $1,494,000 | 56 |
| Total fiduciary and related assets | $1,932,476,000 | 111 |
| Managed Assets ($) | $408,211,000 | 219 |
| Non-managed Assets ($) | $1,524,265,000 | 73 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,469,000 | 120 |
| 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 | $1,508,000 | 143 |
| Number of Managed Accounts | $4,000 | 371 |
| Number of Non-Managed Accounts | $1,504,000 | 54 |
| Total fiduciary and related assets | $1,906,022,000 | 115 |
| Managed Assets ($) | $394,183,000 | 224 |
| Non-managed Assets ($) | $1,511,839,000 | 75 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,217,000 | 119 |
| 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 | $1,484,000 | 150 |
| Number of Managed Accounts | $4,000 | 1,207 |
| Number of Non-Managed Accounts | $1,480,000 | 57 |
| Total fiduciary and related assets | $1,725,376,000 | 116 |
| Managed Assets ($) | $365,139,000 | 233 |
| Non-managed Assets ($) | $1,360,237,000 | 76 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,069,000 | 111 |
| 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 | $1,426,000 | 145 |
| Number of Managed Accounts | $4,000 | 387 |
| Number of Non-Managed Accounts | $1,422,000 | 53 |
| Total fiduciary and related assets | $1,695,762,000 | 119 |
| Managed Assets ($) | $350,871,000 | 229 |
| Non-managed Assets ($) | $1,344,891,000 | 76 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,050,000 | 112 |
| 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 | $1,506,000 | 144 |
| Number of Managed Accounts | $5,000 | 391 |
| Number of Non-Managed Accounts | $1,501,000 | 54 |
| Total fiduciary and related assets | $1,751,786,000 | 122 |
| Managed Assets ($) | $363,385,000 | 232 |
| Non-managed Assets ($) | $1,388,401,000 | 77 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,927,000 | 115 |
| 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 | $1,492,000 | 142 |
| Number of Managed Accounts | $5,000 | 396 |
| Number of Non-Managed Accounts | $1,487,000 | 56 |
| Total fiduciary and related assets | $1,737,667,000 | 120 |
| Managed Assets ($) | $354,058,000 | 236 |
| Non-managed Assets ($) | $1,383,609,000 | 76 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,903,000 | 115 |
| 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 | $1,501,000 | 148 |
| Number of Managed Accounts | $5,000 | 1,233 |
| Number of Non-Managed Accounts | $1,496,000 | 61 |
| Total fiduciary and related assets | $1,683,235,000 | 119 |
| Managed Assets ($) | $339,406,000 | 240 |
| Non-managed Assets ($) | $1,343,829,000 | 77 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,082,000 | 117 |
| 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 | $1,473,000 | 142 |
| Number of Managed Accounts | $5,000 | 385 |
| Number of Non-Managed Accounts | $1,468,000 | 55 |
| Total fiduciary and related assets | $1,639,924,000 | 118 |
| Managed Assets ($) | $311,356,000 | 245 |
| Non-managed Assets ($) | $1,328,568,000 | 74 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,269,000 | 115 |
| 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 | $1,457,000 | 144 |
| Number of Managed Accounts | $4,000 | 385 |
| Number of Non-Managed Accounts | $1,453,000 | 57 |
| Total fiduciary and related assets | $1,395,347,000 | 124 |
| Managed Assets ($) | $311,588,000 | 234 |
| Non-managed Assets ($) | $1,083,759,000 | 80 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,484,000 | 118 |
| 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 | $1,331,000 | 154 |
| Number of Managed Accounts | $4,000 | 391 |
| Number of Non-Managed Accounts | $1,327,000 | 58 |
| Total fiduciary and related assets | $1,230,279,000 | 141 |
| Managed Assets ($) | $316,457,000 | 240 |
| Non-managed Assets ($) | $913,822,000 | 92 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,647,000 | 123 |
| 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 | $1,321,000 | 166 |
| Number of Managed Accounts | $4,000 | 1,308 |
| Number of Non-Managed Accounts | $1,317,000 | 64 |
| Total fiduciary and related assets | $1,180,215,000 | 142 |
| Managed Assets ($) | $307,503,000 | 249 |
| Non-managed Assets ($) | $872,712,000 | 93 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,995,000 | 127 |
| 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 | $1,304,000 | 157 |
| Number of Managed Accounts | $4,000 | 379 |
| Number of Non-Managed Accounts | $1,300,000 | 59 |
| Total fiduciary and related assets | $1,120,477,000 | 147 |
| Managed Assets ($) | $307,767,000 | 245 |
| Non-managed Assets ($) | $812,710,000 | 98 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,340,000 | 130 |
| 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 | $1,361,000 | 154 |
| Number of Managed Accounts | $4,000 | 386 |
| Number of Non-Managed Accounts | $1,357,000 | 57 |
| Total fiduciary and related assets | $1,054,543,000 | 147 |
| Managed Assets ($) | $270,135,000 | 256 |
| Non-managed Assets ($) | $784,408,000 | 98 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,868,000 | 132 |
| 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 | $1,361,000 | 150 |
| Number of Managed Accounts | $4,000 | 387 |
| Number of Non-Managed Accounts | $1,357,000 | 55 |
| Total fiduciary and related assets | $989,684,000 | 148 |
| Managed Assets ($) | $274,210,000 | 247 |
| Non-managed Assets ($) | $715,474,000 | 98 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,470,000 | 126 |
| 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 | $1,332,000 | 170 |
| Number of Managed Accounts | $4,000 | 1,340 |
| Number of Non-Managed Accounts | $1,328,000 | 67 |
| Total fiduciary and related assets | $1,006,053,000 | 155 |
| Managed Assets ($) | $298,564,000 | 242 |
| Non-managed Assets ($) | $707,489,000 | 105 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,134,000 | 122 |
| 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 | $1,370,000 | 150 |
| Number of Managed Accounts | $4,000 | 413 |
| Number of Non-Managed Accounts | $1,366,000 | 60 |
| Total fiduciary and related assets | $1,105,887,000 | 154 |
| Managed Assets ($) | $375,277,000 | 220 |
| Non-managed Assets ($) | $730,610,000 | 106 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,658,000 | 122 |
| 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 | $1,367,000 | 153 |
| Number of Managed Accounts | $4,000 | 418 |
| Number of Non-Managed Accounts | $1,363,000 | 63 |
| Total fiduciary and related assets | $1,167,581,000 | 161 |
| Managed Assets ($) | $416,852,000 | 217 |
| Non-managed Assets ($) | $750,729,000 | 112 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,809,000 | 123 |
| 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 | $1,295,000 | 170 |
| Number of Managed Accounts | $3,000 | 423 |
| Number of Non-Managed Accounts | $1,292,000 | 63 |
| Total fiduciary and related assets | $1,148,272,000 | 170 |
| Managed Assets ($) | $398,170,000 | 228 |
| Non-managed Assets ($) | $750,102,000 | 115 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,815,000 | 127 |
| 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 | $1,295,000 | 179 |
| Number of Managed Accounts | $3,000 | 1,413 |
| Number of Non-Managed Accounts | $1,292,000 | 69 |
| Total fiduciary and related assets | $1,150,272,000 | 167 |
| Managed Assets ($) | $377,781,000 | 237 |
| Non-managed Assets ($) | $772,491,000 | 113 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,414,000 | 134 |
| 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 | $1,523,000 | 137 |
| Number of Managed Accounts | $3,000 | 409 |
| Number of Non-Managed Accounts | $1,520,000 | 58 |
| Total fiduciary and related assets | $1,131,653,000 | 166 |
| Managed Assets ($) | $368,688,000 | 240 |
| Non-managed Assets ($) | $762,965,000 | 112 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,773,000 | 119 |
| 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 | $1,464,000 | 149 |
| Number of Managed Accounts | $3,000 | 418 |
| Number of Non-Managed Accounts | $1,461,000 | 57 |
| Total fiduciary and related assets | $1,080,385,000 | 179 |
| Managed Assets ($) | $366,984,000 | 244 |
| Non-managed Assets ($) | $713,401,000 | 122 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,100,000 | 121 |
| 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 | $1,457,000 | 146 |
| Number of Managed Accounts | $3,000 | 419 |
| Number of Non-Managed Accounts | $1,454,000 | 57 |
| Total fiduciary and related assets | $1,057,135,000 | 176 |
| Managed Assets ($) | $376,002,000 | 233 |
| Non-managed Assets ($) | $681,133,000 | 123 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,013,000 | 121 |
| 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 | $1,455,000 | 156 |
| Number of Managed Accounts | $3,000 | 1,456 |
| Number of Non-Managed Accounts | $1,452,000 | 63 |
| Total fiduciary and related assets | $1,092,156,000 | 172 |
| Managed Assets ($) | $410,925,000 | 225 |
| Non-managed Assets ($) | $681,231,000 | 121 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,612,000 | 109 |
| 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 | $1,378,000 | 160 |
| Number of Managed Accounts | $3,000 | 400 |
| Number of Non-Managed Accounts | $1,375,000 | 62 |
| Total fiduciary and related assets | $1,182,994,000 | 167 |
| Managed Assets ($) | $498,570,000 | 200 |
| Non-managed Assets ($) | $684,424,000 | 120 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,236,000 | 114 |
| 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 | $1,369,000 | 164 |
| Number of Managed Accounts | $3,000 | 405 |
| Number of Non-Managed Accounts | $1,366,000 | 63 |
| Total fiduciary and related assets | $1,153,882,000 | 170 |
| Managed Assets ($) | $468,184,000 | 208 |
| Non-managed Assets ($) | $685,698,000 | 127 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,070,000 | 122 |
| 2006-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,356,000 | 164 |
| Number of Managed Accounts | $3,000 | 425 |
| Number of Non-Managed Accounts | $1,353,000 | 61 |
| Total fiduciary and related assets | $1,119,915,000 | 175 |
| Managed Assets ($) | $440,057,000 | 219 |
| Non-managed Assets ($) | $679,858,000 | 128 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,947,000 | 122 |
| 2005-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,106,000 | 203 |
| Number of Managed Accounts | $3,000 | 1,508 |
| Number of Non-Managed Accounts | $1,103,000 | 75 |
| Total fiduciary and related assets | $1,074,754,000 | 175 |
| Managed Assets ($) | $422,464,000 | 219 |
| Non-managed Assets ($) | $652,290,000 | 129 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,706,000 | 132 |
| 2005-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,213,000 | 174 |
| Number of Managed Accounts | $3,000 | 413 |
| Number of Non-Managed Accounts | $1,210,000 | 61 |
| Total fiduciary and related assets | $1,059,358,000 | 174 |
| Managed Assets ($) | $423,071,000 | 215 |
| Non-managed Assets ($) | $636,287,000 | 131 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,453,000 | 140 |
| 2005-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,263,000 | 168 |
| Number of Managed Accounts | $3,000 | 425 |
| Number of Non-Managed Accounts | $1,260,000 | 61 |
| Total fiduciary and related assets | $1,062,883,000 | 169 |
| Managed Assets ($) | $439,451,000 | 210 |
| Non-managed Assets ($) | $623,432,000 | 126 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,209,000 | 133 |
| 2005-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,263,000 | 170 |
| Number of Managed Accounts | $2,000 | 431 |
| Number of Non-Managed Accounts | $1,261,000 | 66 |
| Total fiduciary and related assets | $966,350,000 | 183 |
| Managed Assets ($) | $369,931,000 | 233 |
| Non-managed Assets ($) | $596,419,000 | 133 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,668,000 | 133 |
| 2004-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,264,000 | 183 |
| Number of Managed Accounts | $2,000 | 1,579 |
| Number of Non-Managed Accounts | $1,262,000 | 75 |
| Total fiduciary and related assets | $958,299,000 | 184 |
| Managed Assets ($) | $384,489,000 | 225 |
| Non-managed Assets ($) | $573,810,000 | 135 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,440,000 | 128 |
| 2004-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,138,000 | 186 |
| Number of Managed Accounts | $2,000 | 414 |
| Number of Non-Managed Accounts | $1,136,000 | 74 |
| Total fiduciary and related assets | $897,241,000 | 188 |
| Managed Assets ($) | $332,890,000 | 231 |
| Non-managed Assets ($) | $564,351,000 | 136 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,775,000 | 129 |
| 2004-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,115,000 | 188 |
| Number of Managed Accounts | $2,000 | 419 |
| Number of Non-Managed Accounts | $1,113,000 | 78 |
| Total fiduciary and related assets | $903,669,000 | 186 |
| Managed Assets ($) | $342,494,000 | 230 |
| Non-managed Assets ($) | $561,175,000 | 137 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,229,000 | 132 |
| 2004-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,115,000 | 188 |
| Number of Managed Accounts | $2,000 | 427 |
| Number of Non-Managed Accounts | $1,113,000 | 77 |
| Total fiduciary and related assets | $918,563,000 | 184 |
| Managed Assets ($) | $343,604,000 | 234 |
| Non-managed Assets ($) | $574,959,000 | 137 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,579,000 | 133 |
| 2003-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,139,000 | 204 |
| Number of Managed Accounts | $2,000 | 1,623 |
| Number of Non-Managed Accounts | $1,137,000 | 84 |
| Total fiduciary and related assets | $906,104,000 | 185 |
| Managed Assets ($) | $328,768,000 | 245 |
| Non-managed Assets ($) | $577,336,000 | 144 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,335,000 | 134 |
| 2003-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,048,000 | 211 |
| Number of Managed Accounts | $2,000 | 433 |
| Number of Non-Managed Accounts | $1,046,000 | 89 |
| Total fiduciary and related assets | $899,310,000 | 191 |
| Managed Assets ($) | $327,451,000 | 246 |
| Non-managed Assets ($) | $571,859,000 | 144 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,721,000 | 139 |
| 2003-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,105,000 | 202 |
| Number of Managed Accounts | $2,000 | 435 |
| Number of Non-Managed Accounts | $1,103,000 | 86 |
| Total fiduciary and related assets | $906,703,000 | 197 |
| Managed Assets ($) | $336,550,000 | 242 |
| Non-managed Assets ($) | $570,153,000 | 145 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,097,000 | 145 |
| 2003-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,071,000 | 211 |
| Number of Managed Accounts | $2,000 | 451 |
| Number of Non-Managed Accounts | $1,069,000 | 92 |
| Total fiduciary and related assets | $853,726,000 | 203 |
| Managed Assets ($) | $314,581,000 | 252 |
| Non-managed Assets ($) | $539,145,000 | 150 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,339,000 | 161 |
| 2002-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,106,000 | 227 |
| Number of Managed Accounts | $2,000 | 1,674 |
| Number of Non-Managed Accounts | $1,104,000 | 95 |
| Total fiduciary and related assets | $854,013,000 | 204 |
| Managed Assets ($) | $320,460,000 | 252 |
| Non-managed Assets ($) | $533,553,000 | 149 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,095,000 | 147 |
| 2001-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 2 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,081,000 | 213 |
| Number of Managed Accounts | $2,000 | 1,654 |
| Number of Non-Managed Accounts | $1,079,000 | 90 |
| Total fiduciary and related assets | $901,114,000 | 181 |
| Managed Assets ($) | $370,902,000 | 230 |
| Non-managed Assets ($) | $530,212,000 | 140 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,310,000 | 146 |
| 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 | $6,596,000 | 143 |
| 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 | $6,209,000 | 170 |
| 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 | $5,696,000 | 183 |
| 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 | $5,048,000 | 197 |
| 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 | $4,596,000 | 224 |
| 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 | $3,568,000 | 273 |
| 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 | $3,152,000 | 291 |
| 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 |