Home > Peoples Bank > Fiduciary and Related Services
Peoples 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 | $1,510,000 | 171 |
| Number of Managed Accounts | $1,323,000 | 157 |
| Number of Non-Managed Accounts | $187,000 | 172 |
| Total fiduciary and related assets | $1,810,615,000 | 190 |
| Managed Assets ($) | $1,381,330,000 | 173 |
| Non-managed Assets ($) | $429,285,000 | 160 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,294,000 | 169 |
| 2023-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 5 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,528,000 | 164 |
| Number of Managed Accounts | $1,338,000 | 151 |
| Number of Non-Managed Accounts | $190,000 | 140 |
| Total fiduciary and related assets | $1,693,075,000 | 192 |
| Managed Assets ($) | $1,302,999,000 | 174 |
| Non-managed Assets ($) | $390,076,000 | 156 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,710,000 | 170 |
| 2023-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 3 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,511,000 | 167 |
| Number of Managed Accounts | $1,321,000 | 151 |
| Number of Non-Managed Accounts | $190,000 | 156 |
| Total fiduciary and related assets | $1,746,821,000 | 184 |
| Managed Assets ($) | $1,338,714,000 | 170 |
| Non-managed Assets ($) | $408,107,000 | 154 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,204,000 | 164 |
| 2023-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,507,000 | 173 |
| Number of Managed Accounts | $1,312,000 | 157 |
| Number of Non-Managed Accounts | $195,000 | 144 |
| Total fiduciary and related assets | $1,658,229,000 | 197 |
| Managed Assets ($) | $1,263,674,000 | 184 |
| Non-managed Assets ($) | $394,555,000 | 161 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,457,000 | 174 |
| 2022-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,492,000 | 179 |
| Number of Managed Accounts | $1,302,000 | 161 |
| Number of Non-Managed Accounts | $190,000 | 179 |
| Total fiduciary and related assets | $1,603,248,000 | 197 |
| Managed Assets ($) | $1,213,388,000 | 186 |
| Non-managed Assets ($) | $389,860,000 | 162 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,049,000 | 176 |
| 2022-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,504,000 | 176 |
| Number of Managed Accounts | $1,314,000 | 160 |
| Number of Non-Managed Accounts | $190,000 | 147 |
| Total fiduciary and related assets | $1,527,227,000 | 197 |
| Managed Assets ($) | $1,169,122,000 | 182 |
| Non-managed Assets ($) | $358,105,000 | 164 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,618,000 | 180 |
| 2022-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,502,000 | 157 |
| Number of Managed Accounts | $1,307,000 | 147 |
| Number of Non-Managed Accounts | $195,000 | 135 |
| Total fiduciary and related assets | $1,581,495,000 | 165 |
| Managed Assets ($) | $1,206,081,000 | 156 |
| Non-managed Assets ($) | $375,414,000 | 138 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,242,000 | 148 |
| 2022-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,508,000 | 158 |
| Number of Managed Accounts | $1,318,000 | 141 |
| Number of Non-Managed Accounts | $190,000 | 132 |
| Total fiduciary and related assets | $1,740,072,000 | 167 |
| Managed Assets ($) | $1,327,042,000 | 158 |
| Non-managed Assets ($) | $413,030,000 | 134 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,627,000 | 150 |
| 2021-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,508,000 | 161 |
| Number of Managed Accounts | $1,321,000 | 143 |
| Number of Non-Managed Accounts | $187,000 | 162 |
| Total fiduciary and related assets | $1,817,063,000 | 170 |
| Managed Assets ($) | $1,382,010,000 | 161 |
| Non-managed Assets ($) | $435,053,000 | 139 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,490,000 | 151 |
| 2021-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,499,000 | 160 |
| Number of Managed Accounts | $1,315,000 | 145 |
| Number of Non-Managed Accounts | $184,000 | 133 |
| Total fiduciary and related assets | $1,734,423,000 | 169 |
| Managed Assets ($) | $1,328,326,000 | 164 |
| Non-managed Assets ($) | $406,097,000 | 139 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,815,000 | 150 |
| 2021-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,493,000 | 165 |
| Number of Managed Accounts | $1,313,000 | 149 |
| Number of Non-Managed Accounts | $180,000 | 141 |
| Total fiduciary and related assets | $1,746,341,000 | 168 |
| Managed Assets ($) | $1,341,694,000 | 163 |
| Non-managed Assets ($) | $404,647,000 | 141 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,234,000 | 147 |
| 2021-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,497,000 | 161 |
| Number of Managed Accounts | $1,316,000 | 146 |
| Number of Non-Managed Accounts | $181,000 | 139 |
| Total fiduciary and related assets | $1,695,064,000 | 169 |
| Managed Assets ($) | $1,317,474,000 | 157 |
| Non-managed Assets ($) | $377,590,000 | 140 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,508,000 | 153 |
| 2020-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,503,000 | 165 |
| Number of Managed Accounts | $1,326,000 | 146 |
| Number of Non-Managed Accounts | $177,000 | 173 |
| Total fiduciary and related assets | $1,664,836,000 | 170 |
| Managed Assets ($) | $1,305,837,000 | 158 |
| Non-managed Assets ($) | $358,999,000 | 142 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,102,000 | 154 |
| 2020-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,497,000 | 160 |
| Number of Managed Accounts | $1,315,000 | 145 |
| Number of Non-Managed Accounts | $182,000 | 135 |
| Total fiduciary and related assets | $1,450,885,000 | 171 |
| Managed Assets ($) | $1,110,353,000 | 162 |
| Non-managed Assets ($) | $340,532,000 | 141 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,689,000 | 152 |
| 2020-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,504,000 | 162 |
| Number of Managed Accounts | $1,321,000 | 150 |
| Number of Non-Managed Accounts | $183,000 | 142 |
| Total fiduciary and related assets | $1,399,527,000 | 176 |
| Managed Assets ($) | $1,080,341,000 | 162 |
| Non-managed Assets ($) | $319,186,000 | 149 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,419,000 | 149 |
| 2020-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,501,000 | 164 |
| Number of Managed Accounts | $1,318,000 | 145 |
| Number of Non-Managed Accounts | $183,000 | 139 |
| Total fiduciary and related assets | $1,246,388,000 | 178 |
| Managed Assets ($) | $965,837,000 | 162 |
| Non-managed Assets ($) | $280,551,000 | 148 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,102,000 | 162 |
| 2019-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,503,000 | 168 |
| Number of Managed Accounts | $1,319,000 | 151 |
| Number of Non-Managed Accounts | $184,000 | 172 |
| Total fiduciary and related assets | $1,416,726,000 | 177 |
| Managed Assets ($) | $1,085,456,000 | 165 |
| Non-managed Assets ($) | $331,270,000 | 147 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,961,000 | 151 |
| 2019-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,517,000 | 160 |
| Number of Managed Accounts | $1,334,000 | 145 |
| Number of Non-Managed Accounts | $183,000 | 140 |
| Total fiduciary and related assets | $1,356,638,000 | 179 |
| Managed Assets ($) | $1,058,790,000 | 164 |
| Non-managed Assets ($) | $297,848,000 | 147 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,667,000 | 149 |
| 2019-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,533,000 | 159 |
| Number of Managed Accounts | $1,330,000 | 149 |
| Number of Non-Managed Accounts | $203,000 | 138 |
| Total fiduciary and related assets | $1,352,958,000 | 175 |
| Managed Assets ($) | $1,056,556,000 | 161 |
| Non-managed Assets ($) | $296,402,000 | 148 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,510,000 | 149 |
| 2019-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,556,000 | 158 |
| Number of Managed Accounts | $1,337,000 | 146 |
| Number of Non-Managed Accounts | $219,000 | 137 |
| Total fiduciary and related assets | $1,328,806,000 | 175 |
| Managed Assets ($) | $1,042,246,000 | 160 |
| Non-managed Assets ($) | $286,560,000 | 150 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,148,000 | 151 |
| 2018-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,568,000 | 157 |
| Number of Managed Accounts | $1,353,000 | 144 |
| Number of Non-Managed Accounts | $215,000 | 166 |
| Total fiduciary and related assets | $1,251,584,000 | 175 |
| Managed Assets ($) | $999,108,000 | 159 |
| Non-managed Assets ($) | $252,476,000 | 159 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,542,000 | 154 |
| 2018-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,570,000 | 154 |
| Number of Managed Accounts | $1,348,000 | 142 |
| Number of Non-Managed Accounts | $222,000 | 136 |
| Total fiduciary and related assets | $1,332,920,000 | 175 |
| Managed Assets ($) | $1,048,621,000 | 157 |
| Non-managed Assets ($) | $284,299,000 | 157 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,459,000 | 153 |
| 2018-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,578,000 | 157 |
| Number of Managed Accounts | $1,368,000 | 141 |
| Number of Non-Managed Accounts | $210,000 | 140 |
| Total fiduciary and related assets | $1,300,283,000 | 176 |
| Managed Assets ($) | $1,029,717,000 | 157 |
| Non-managed Assets ($) | $270,566,000 | 161 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,348,000 | 153 |
| 2018-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,576,000 | 158 |
| Number of Managed Accounts | $1,369,000 | 141 |
| Number of Non-Managed Accounts | $207,000 | 145 |
| Total fiduciary and related assets | $1,281,161,000 | 175 |
| Managed Assets ($) | $1,014,851,000 | 157 |
| Non-managed Assets ($) | $266,310,000 | 165 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,105,000 | 158 |
| 2017-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,580,000 | 161 |
| Number of Managed Accounts | $1,375,000 | 140 |
| Number of Non-Managed Accounts | $205,000 | 174 |
| Total fiduciary and related assets | $1,290,341,000 | 174 |
| Managed Assets ($) | $1,019,132,000 | 158 |
| Non-managed Assets ($) | $271,209,000 | 161 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,020,000 | 157 |
| 2017-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,584,000 | 157 |
| Number of Managed Accounts | $1,376,000 | 139 |
| Number of Non-Managed Accounts | $208,000 | 139 |
| Total fiduciary and related assets | $1,261,765,000 | 173 |
| Managed Assets ($) | $1,007,393,000 | 155 |
| Non-managed Assets ($) | $254,372,000 | 167 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,922,000 | 154 |
| 2017-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,587,000 | 154 |
| Number of Managed Accounts | $1,393,000 | 135 |
| Number of Non-Managed Accounts | $194,000 | 148 |
| Total fiduciary and related assets | $1,235,024,000 | 168 |
| Managed Assets ($) | $993,363,000 | 149 |
| Non-managed Assets ($) | $241,661,000 | 169 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,966,000 | 152 |
| 2017-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,590,000 | 150 |
| Number of Managed Accounts | $1,399,000 | 133 |
| Number of Non-Managed Accounts | $191,000 | 147 |
| Total fiduciary and related assets | $1,206,082,000 | 169 |
| Managed Assets ($) | $974,023,000 | 149 |
| Non-managed Assets ($) | $232,059,000 | 168 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,873,000 | 160 |
| 2016-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,617,000 | 147 |
| Number of Managed Accounts | $1,483,000 | 124 |
| Number of Non-Managed Accounts | $134,000 | 235 |
| Total fiduciary and related assets | $1,202,460,000 | 165 |
| Managed Assets ($) | $1,012,447,000 | 141 |
| Non-managed Assets ($) | $190,013,000 | 178 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,418,000 | 154 |
| 2016-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,635,000 | 139 |
| Number of Managed Accounts | $1,507,000 | 120 |
| Number of Non-Managed Accounts | $128,000 | 181 |
| Total fiduciary and related assets | $1,193,341,000 | 168 |
| Managed Assets ($) | $1,004,844,000 | 143 |
| Non-managed Assets ($) | $188,497,000 | 179 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,501,000 | 152 |
| 2016-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,650,000 | 138 |
| Number of Managed Accounts | $1,521,000 | 119 |
| Number of Non-Managed Accounts | $129,000 | 185 |
| Total fiduciary and related assets | $1,188,669,000 | 168 |
| Managed Assets ($) | $1,004,911,000 | 142 |
| Non-managed Assets ($) | $183,758,000 | 181 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,650,000 | 153 |
| 2016-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,650,000 | 139 |
| Number of Managed Accounts | $1,516,000 | 120 |
| Number of Non-Managed Accounts | $134,000 | 180 |
| Total fiduciary and related assets | $1,172,220,000 | 169 |
| Managed Assets ($) | $992,136,000 | 144 |
| Non-managed Assets ($) | $180,084,000 | 182 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,661,000 | 165 |
| 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 | $1,956,000 | 122 |
| Number of Managed Accounts | $1,799,000 | 101 |
| Number of Non-Managed Accounts | $157,000 | 221 |
| Total fiduciary and related assets | $1,192,595,000 | 166 |
| Managed Assets ($) | $1,006,246,000 | 139 |
| Non-managed Assets ($) | $186,349,000 | 177 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,950,000 | 163 |
| 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 | $1,934,000 | 120 |
| Number of Managed Accounts | $1,772,000 | 102 |
| Number of Non-Managed Accounts | $162,000 | 168 |
| Total fiduciary and related assets | $1,173,680,000 | 167 |
| Managed Assets ($) | $986,373,000 | 139 |
| Non-managed Assets ($) | $187,307,000 | 175 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,110,000 | 165 |
| 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 | $1,915,000 | 123 |
| Number of Managed Accounts | $1,748,000 | 106 |
| Number of Non-Managed Accounts | $167,000 | 162 |
| Total fiduciary and related assets | $1,225,754,000 | 165 |
| Managed Assets ($) | $1,036,416,000 | 139 |
| Non-managed Assets ($) | $189,338,000 | 177 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,330,000 | 167 |
| 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 | $1,885,000 | 126 |
| Number of Managed Accounts | $1,718,000 | 106 |
| Number of Non-Managed Accounts | $167,000 | 162 |
| Total fiduciary and related assets | $1,241,607,000 | 164 |
| Managed Assets ($) | $1,051,639,000 | 138 |
| Non-managed Assets ($) | $189,968,000 | 182 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,492,000 | 183 |
| 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 | $1,363,000 | 169 |
| Number of Managed Accounts | $1,237,000 | 143 |
| Number of Non-Managed Accounts | $126,000 | 255 |
| Total fiduciary and related assets | $963,467,000 | 193 |
| Managed Assets ($) | $831,508,000 | 159 |
| Non-managed Assets ($) | $131,959,000 | 201 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,567,000 | 183 |
| 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 | $1,348,000 | 167 |
| Number of Managed Accounts | $1,225,000 | 142 |
| Number of Non-Managed Accounts | $123,000 | 180 |
| Total fiduciary and related assets | $941,021,000 | 189 |
| Managed Assets ($) | $817,876,000 | 157 |
| Non-managed Assets ($) | $123,145,000 | 203 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,109,000 | 184 |
| 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 | $1,327,000 | 169 |
| Number of Managed Accounts | $1,209,000 | 143 |
| Number of Non-Managed Accounts | $118,000 | 182 |
| Total fiduciary and related assets | $955,566,000 | 184 |
| Managed Assets ($) | $831,912,000 | 156 |
| Non-managed Assets ($) | $123,654,000 | 207 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,763,000 | 183 |
| 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 | $1,316,000 | 173 |
| Number of Managed Accounts | $1,199,000 | 145 |
| Number of Non-Managed Accounts | $117,000 | 191 |
| Total fiduciary and related assets | $933,013,000 | 185 |
| Managed Assets ($) | $809,917,000 | 156 |
| Non-managed Assets ($) | $123,096,000 | 208 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,329,000 | 187 |
| 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 | $1,296,000 | 178 |
| Number of Managed Accounts | $1,182,000 | 145 |
| Number of Non-Managed Accounts | $114,000 | 283 |
| Total fiduciary and related assets | $937,498,000 | 180 |
| Managed Assets ($) | $819,356,000 | 154 |
| Non-managed Assets ($) | $118,142,000 | 219 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,103,000 | 181 |
| 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 | $1,278,000 | 170 |
| Number of Managed Accounts | $1,172,000 | 138 |
| Number of Non-Managed Accounts | $106,000 | 208 |
| Total fiduciary and related assets | $935,304,000 | 174 |
| Managed Assets ($) | $825,523,000 | 148 |
| Non-managed Assets ($) | $109,781,000 | 210 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,745,000 | 180 |
| 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 | $1,253,000 | 170 |
| Number of Managed Accounts | $1,148,000 | 137 |
| Number of Non-Managed Accounts | $105,000 | 210 |
| Total fiduciary and related assets | $913,013,000 | 172 |
| Managed Assets ($) | $808,816,000 | 146 |
| Non-managed Assets ($) | $104,197,000 | 215 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,482,000 | 181 |
| 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 | $1,234,000 | 173 |
| Number of Managed Accounts | $1,130,000 | 140 |
| Number of Non-Managed Accounts | $104,000 | 211 |
| Total fiduciary and related assets | $902,025,000 | 176 |
| Managed Assets ($) | $834,378,000 | 141 |
| Non-managed Assets ($) | $67,647,000 | 257 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,189,000 | 189 |
| 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 | $1,524,000 | 150 |
| Number of Managed Accounts | $1,389,000 | 116 |
| Number of Non-Managed Accounts | $135,000 | 262 |
| Total fiduciary and related assets | $861,812,000 | 177 |
| Managed Assets ($) | $804,033,000 | 143 |
| Non-managed Assets ($) | $57,779,000 | 312 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,557,000 | 186 |
| 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 | $1,487,000 | 143 |
| Number of Managed Accounts | $1,359,000 | 116 |
| Number of Non-Managed Accounts | $128,000 | 183 |
| Total fiduciary and related assets | $845,720,000 | 178 |
| Managed Assets ($) | $789,098,000 | 142 |
| Non-managed Assets ($) | $56,622,000 | 261 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,355,000 | 186 |
| 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 | $1,800,000 | 120 |
| Number of Managed Accounts | $1,635,000 | 98 |
| Number of Non-Managed Accounts | $165,000 | 163 |
| Total fiduciary and related assets | $821,217,000 | 173 |
| Managed Assets ($) | $767,494,000 | 139 |
| Non-managed Assets ($) | $53,723,000 | 261 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,206,000 | 191 |
| 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 | $1,774,000 | 124 |
| Number of Managed Accounts | $1,610,000 | 99 |
| Number of Non-Managed Accounts | $164,000 | 162 |
| Total fiduciary and related assets | $825,400,000 | 171 |
| Managed Assets ($) | $772,382,000 | 140 |
| Non-managed Assets ($) | $53,018,000 | 260 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,069,000 | 190 |
| 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 | $1,737,000 | 131 |
| Number of Managed Accounts | $1,577,000 | 103 |
| Number of Non-Managed Accounts | $160,000 | 237 |
| Total fiduciary and related assets | $794,907,000 | 173 |
| Managed Assets ($) | $742,828,000 | 142 |
| Non-managed Assets ($) | $52,079,000 | 308 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,293,000 | 156 |
| 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 | $1,715,000 | 127 |
| Number of Managed Accounts | $1,558,000 | 106 |
| Number of Non-Managed Accounts | $157,000 | 170 |
| Total fiduciary and related assets | $750,184,000 | 176 |
| Managed Assets ($) | $702,672,000 | 144 |
| Non-managed Assets ($) | $47,512,000 | 257 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,192,000 | 157 |
| 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 | $1,699,000 | 131 |
| Number of Managed Accounts | $1,543,000 | 108 |
| Number of Non-Managed Accounts | $156,000 | 174 |
| Total fiduciary and related assets | $819,821,000 | 171 |
| Managed Assets ($) | $762,470,000 | 142 |
| Non-managed Assets ($) | $57,351,000 | 252 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,142,000 | 160 |
| 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 | $1,685,000 | 130 |
| Number of Managed Accounts | $1,529,000 | 99 |
| Number of Non-Managed Accounts | $156,000 | 178 |
| Total fiduciary and related assets | $826,645,000 | 174 |
| Managed Assets ($) | $771,520,000 | 142 |
| Non-managed Assets ($) | $55,125,000 | 252 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,039,000 | 163 |
| 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 | $1,671,000 | 135 |
| Number of Managed Accounts | $1,516,000 | 101 |
| Number of Non-Managed Accounts | $155,000 | 259 |
| Total fiduciary and related assets | $811,027,000 | 178 |
| Managed Assets ($) | $757,895,000 | 143 |
| Non-managed Assets ($) | $53,132,000 | 306 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,396,000 | 153 |
| 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 | $1,656,000 | 128 |
| Number of Managed Accounts | $1,503,000 | 100 |
| Number of Non-Managed Accounts | $153,000 | 183 |
| Total fiduciary and related assets | $770,459,000 | 182 |
| Managed Assets ($) | $721,703,000 | 144 |
| Non-managed Assets ($) | $48,756,000 | 262 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,295,000 | 151 |
| 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 | $1,632,000 | 133 |
| Number of Managed Accounts | $1,483,000 | 101 |
| Number of Non-Managed Accounts | $149,000 | 181 |
| Total fiduciary and related assets | $716,848,000 | 181 |
| Managed Assets ($) | $670,321,000 | 144 |
| Non-managed Assets ($) | $46,527,000 | 265 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,289,000 | 151 |
| 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 | $1,606,000 | 136 |
| Number of Managed Accounts | $1,457,000 | 103 |
| Number of Non-Managed Accounts | $149,000 | 185 |
| Total fiduciary and related assets | $741,488,000 | 182 |
| Managed Assets ($) | $686,858,000 | 147 |
| Non-managed Assets ($) | $54,630,000 | 261 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,318,000 | 137 |
| 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 | $1,576,000 | 145 |
| Number of Managed Accounts | $1,427,000 | 109 |
| Number of Non-Managed Accounts | $149,000 | 266 |
| Total fiduciary and related assets | $724,959,000 | 188 |
| Managed Assets ($) | $670,976,000 | 147 |
| Non-managed Assets ($) | $53,983,000 | 310 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,760,000 | 170 |
| 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 | $1,534,000 | 140 |
| Number of Managed Accounts | $1,393,000 | 109 |
| Number of Non-Managed Accounts | $141,000 | 184 |
| Total fiduciary and related assets | $702,080,000 | 189 |
| Managed Assets ($) | $656,607,000 | 152 |
| Non-managed Assets ($) | $45,473,000 | 259 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,738,000 | 173 |
| 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 | $1,521,000 | 140 |
| Number of Managed Accounts | $1,380,000 | 116 |
| Number of Non-Managed Accounts | $141,000 | 189 |
| Total fiduciary and related assets | $657,920,000 | 191 |
| Managed Assets ($) | $614,551,000 | 152 |
| Non-managed Assets ($) | $43,369,000 | 259 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,835,000 | 173 |
| 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 | $1,501,000 | 140 |
| Number of Managed Accounts | $1,362,000 | 114 |
| Number of Non-Managed Accounts | $139,000 | 186 |
| Total fiduciary and related assets | $632,455,000 | 190 |
| Managed Assets ($) | $589,670,000 | 151 |
| Non-managed Assets ($) | $42,785,000 | 259 |
| Memoranda | ||
| Gross Fiduciary activities income | $846,000 | 181 |
| 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 | $1,478,000 | 152 |
| Number of Managed Accounts | $1,340,000 | 120 |
| Number of Non-Managed Accounts | $138,000 | 284 |
| Total fiduciary and related assets | $650,785,000 | 196 |
| Managed Assets ($) | $605,174,000 | 155 |
| Non-managed Assets ($) | $45,611,000 | 332 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,113,000 | 175 |
| 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 | $1,445,000 | 145 |
| Number of Managed Accounts | $1,308,000 | 118 |
| Number of Non-Managed Accounts | $137,000 | 196 |
| Total fiduciary and related assets | $694,977,000 | 197 |
| Managed Assets ($) | $640,017,000 | 156 |
| Non-managed Assets ($) | $54,960,000 | 269 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,121,000 | 177 |
| 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 | $1,343,000 | 156 |
| Number of Managed Accounts | $1,219,000 | 129 |
| Number of Non-Managed Accounts | $124,000 | 211 |
| Total fiduciary and related assets | $731,343,000 | 201 |
| Managed Assets ($) | $668,613,000 | 159 |
| Non-managed Assets ($) | $62,730,000 | 259 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,150,000 | 178 |
| 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 | $1,337,000 | 161 |
| Number of Managed Accounts | $1,212,000 | 131 |
| Number of Non-Managed Accounts | $125,000 | 210 |
| Total fiduciary and related assets | $734,764,000 | 209 |
| Managed Assets ($) | $672,226,000 | 164 |
| Non-managed Assets ($) | $62,538,000 | 263 |
| Memoranda | ||
| Gross Fiduciary activities income | $987,000 | 190 |
| 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 | $1,324,000 | 174 |
| Number of Managed Accounts | $1,200,000 | 133 |
| Number of Non-Managed Accounts | $124,000 | 314 |
| Total fiduciary and related assets | $754,408,000 | 208 |
| Managed Assets ($) | $687,981,000 | 162 |
| Non-managed Assets ($) | $66,427,000 | 311 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,099,000 | 177 |
| 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 | $1,328,000 | 162 |
| Number of Managed Accounts | $1,206,000 | 132 |
| Number of Non-Managed Accounts | $122,000 | 203 |
| Total fiduciary and related assets | $759,190,000 | 208 |
| Managed Assets ($) | $691,866,000 | 162 |
| Non-managed Assets ($) | $67,324,000 | 253 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,980,000 | 178 |
| 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 | $1,315,000 | 164 |
| Number of Managed Accounts | $1,194,000 | 135 |
| Number of Non-Managed Accounts | $121,000 | 212 |
| Total fiduciary and related assets | $738,156,000 | 217 |
| Managed Assets ($) | $675,599,000 | 170 |
| Non-managed Assets ($) | $62,557,000 | 263 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,967,000 | 185 |
| 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 | $1,308,000 | 163 |
| Number of Managed Accounts | $1,192,000 | 136 |
| Number of Non-Managed Accounts | $116,000 | 216 |
| Total fiduciary and related assets | $715,455,000 | 217 |
| Managed Assets ($) | $656,356,000 | 170 |
| Non-managed Assets ($) | $59,099,000 | 267 |
| Memoranda | ||
| Gross Fiduciary activities income | $927,000 | 191 |
| 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 | $1,313,000 | 176 |
| Number of Managed Accounts | $1,195,000 | 136 |
| Number of Non-Managed Accounts | $118,000 | 328 |
| Total fiduciary and related assets | $713,761,000 | 219 |
| Managed Assets ($) | $654,005,000 | 171 |
| Non-managed Assets ($) | $59,756,000 | 320 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,508,000 | 186 |
| 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 | $1,316,000 | 165 |
| Number of Managed Accounts | $1,197,000 | 135 |
| Number of Non-Managed Accounts | $119,000 | 220 |
| Total fiduciary and related assets | $698,574,000 | 223 |
| Managed Assets ($) | $641,527,000 | 177 |
| Non-managed Assets ($) | $57,047,000 | 270 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,524,000 | 199 |
| 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 | $1,344,000 | 168 |
| Number of Managed Accounts | $1,193,000 | 143 |
| Number of Non-Managed Accounts | $151,000 | 209 |
| Total fiduciary and related assets | $683,318,000 | 229 |
| Managed Assets ($) | $629,867,000 | 184 |
| Non-managed Assets ($) | $53,451,000 | 279 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,695,000 | 205 |
| 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 | $1,326,000 | 167 |
| Number of Managed Accounts | $1,181,000 | 145 |
| Number of Non-Managed Accounts | $145,000 | 215 |
| Total fiduciary and related assets | $660,287,000 | 232 |
| Managed Assets ($) | $606,893,000 | 185 |
| Non-managed Assets ($) | $53,394,000 | 281 |
| Memoranda | ||
| Gross Fiduciary activities income | $777,000 | 215 |
| 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 | $1,321,000 | 174 |
| Number of Managed Accounts | $1,182,000 | 143 |
| Number of Non-Managed Accounts | $139,000 | 311 |
| Total fiduciary and related assets | $655,825,000 | 231 |
| Managed Assets ($) | $601,685,000 | 186 |
| Non-managed Assets ($) | $54,140,000 | 335 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,366,000 | 194 |
| 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 | $1,318,000 | 164 |
| Number of Managed Accounts | $1,183,000 | 139 |
| Number of Non-Managed Accounts | $135,000 | 219 |
| Total fiduciary and related assets | $641,611,000 | 228 |
| Managed Assets ($) | $600,590,000 | 185 |
| Non-managed Assets ($) | $41,021,000 | 290 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,466,000 | 193 |
| 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 | $1,348,000 | 159 |
| Number of Managed Accounts | $1,212,000 | 134 |
| Number of Non-Managed Accounts | $136,000 | 222 |
| Total fiduciary and related assets | $616,978,000 | 228 |
| Managed Assets ($) | $577,036,000 | 186 |
| Non-managed Assets ($) | $39,942,000 | 296 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,672,000 | 191 |
| 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 | $1,344,000 | 160 |
| Number of Managed Accounts | $1,207,000 | 133 |
| Number of Non-Managed Accounts | $137,000 | 226 |
| Total fiduciary and related assets | $612,470,000 | 233 |
| Managed Assets ($) | $571,895,000 | 189 |
| Non-managed Assets ($) | $40,575,000 | 299 |
| Memoranda | ||
| Gross Fiduciary activities income | $757,000 | 206 |
| 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 | $1,342,000 | 175 |
| Number of Managed Accounts | $1,205,000 | 136 |
| Number of Non-Managed Accounts | $137,000 | 331 |
| Total fiduciary and related assets | $630,819,000 | 231 |
| Managed Assets ($) | $589,164,000 | 183 |
| Non-managed Assets ($) | $41,655,000 | 373 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,471,000 | 189 |
| 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 | $1,458,000 | 154 |
| Number of Managed Accounts | $1,322,000 | 122 |
| Number of Non-Managed Accounts | $136,000 | 228 |
| Total fiduciary and related assets | $605,564,000 | 230 |
| Managed Assets ($) | $571,146,000 | 180 |
| Non-managed Assets ($) | $34,418,000 | 302 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,574,000 | 189 |
| 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 | $1,459,000 | 156 |
| Number of Managed Accounts | $1,321,000 | 122 |
| Number of Non-Managed Accounts | $138,000 | 234 |
| Total fiduciary and related assets | $603,096,000 | 232 |
| Managed Assets ($) | $568,696,000 | 181 |
| Non-managed Assets ($) | $34,400,000 | 309 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,586,000 | 202 |
| 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 | $1,472,000 | 151 |
| Number of Managed Accounts | $1,313,000 | 123 |
| Number of Non-Managed Accounts | $159,000 | 220 |
| Total fiduciary and related assets | $617,896,000 | 233 |
| Managed Assets ($) | $583,283,000 | 181 |
| Non-managed Assets ($) | $34,613,000 | 311 |
| Memoranda | ||
| Gross Fiduciary activities income | $774,000 | 201 |
| 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 | $1,493,000 | 162 |
| Number of Managed Accounts | $1,332,000 | 128 |
| Number of Non-Managed Accounts | $161,000 | 316 |
| Total fiduciary and related assets | $617,328,000 | 237 |
| Managed Assets ($) | $582,974,000 | 183 |
| Non-managed Assets ($) | $34,354,000 | 419 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,363,000 | 191 |
| 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 | $1,487,000 | 157 |
| Number of Managed Accounts | $1,331,000 | 129 |
| Number of Non-Managed Accounts | $156,000 | 230 |
| Total fiduciary and related assets | $564,063,000 | 247 |
| Managed Assets ($) | $532,867,000 | 193 |
| Non-managed Assets ($) | $31,196,000 | 325 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,586,000 | 196 |
| 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 | $1,551,000 | 155 |
| Number of Managed Accounts | $1,377,000 | 127 |
| Number of Non-Managed Accounts | $174,000 | 233 |
| Total fiduciary and related assets | $611,202,000 | 245 |
| Managed Assets ($) | $586,177,000 | 184 |
| Non-managed Assets ($) | $25,025,000 | 337 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,444,000 | 224 |
| 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 | $1,242,000 | 193 |
| Number of Managed Accounts | $1,071,000 | 160 |
| Number of Non-Managed Accounts | $171,000 | 240 |
| Total fiduciary and related assets | $448,834,000 | 272 |
| Managed Assets ($) | $426,928,000 | 208 |
| Non-managed Assets ($) | $21,906,000 | 352 |
| Memoranda | ||
| Gross Fiduciary activities income | $586,000 | 256 |
| 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 | $1,227,000 | 211 |
| Number of Managed Accounts | $1,058,000 | 168 |
| Number of Non-Managed Accounts | $169,000 | 320 |
| Total fiduciary and related assets | $487,979,000 | 263 |
| Managed Assets ($) | $462,706,000 | 202 |
| Non-managed Assets ($) | $25,273,000 | 465 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,479,000 | 250 |
| 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 | $1,190,000 | 202 |
| Number of Managed Accounts | $999,000 | 163 |
| Number of Non-Managed Accounts | $191,000 | 291 |
| Total fiduciary and related assets | $521,528,000 | 241 |
| Managed Assets ($) | $444,850,000 | 204 |
| Non-managed Assets ($) | $76,678,000 | 275 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,508,000 | 253 |
| 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 | $2,608,000 | 249 |
| 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 | NA | NA |
| 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 | NA | NA |
| 1997-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1996-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1995-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1994-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1993-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1992-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |