Home > Rockland Trust Company > Fiduciary and Related Services
Rockland Trust Company, Fiduciary and Related Services
| 2023-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 4 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $4,250,000 | 75 |
| Number of Managed Accounts | $4,127,000 | 57 |
| Number of Non-Managed Accounts | $123,000 | 232 |
| Total fiduciary and related assets | $6,020,541,000 | 102 |
| Managed Assets ($) | $5,025,823,000 | 77 |
| Non-managed Assets ($) | $994,718,000 | 126 |
| Memoranda | ||
| Gross Fiduciary activities income | $30,378,000 | 88 |
| 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 | $4,237,000 | 76 |
| Number of Managed Accounts | $4,116,000 | 58 |
| Number of Non-Managed Accounts | $121,000 | 180 |
| Total fiduciary and related assets | $5,654,875,000 | 105 |
| Managed Assets ($) | $4,734,452,000 | 79 |
| Non-managed Assets ($) | $920,423,000 | 128 |
| Memoranda | ||
| Gross Fiduciary activities income | $22,565,000 | 91 |
| 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 | $4,221,000 | 74 |
| Number of Managed Accounts | $4,094,000 | 58 |
| Number of Non-Managed Accounts | $127,000 | 189 |
| Total fiduciary and related assets | $5,831,534,000 | 101 |
| Managed Assets ($) | $4,789,945,000 | 77 |
| Non-managed Assets ($) | $1,041,589,000 | 117 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,956,000 | 88 |
| 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 | $4,212,000 | 79 |
| Number of Managed Accounts | $4,087,000 | 61 |
| Number of Non-Managed Accounts | $125,000 | 178 |
| Total fiduciary and related assets | $5,683,405,000 | 110 |
| Managed Assets ($) | $4,682,096,000 | 83 |
| Non-managed Assets ($) | $1,001,309,000 | 124 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,142,000 | 95 |
| 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 | $4,193,000 | 83 |
| Number of Managed Accounts | $4,065,000 | 62 |
| Number of Non-Managed Accounts | $128,000 | 233 |
| Total fiduciary and related assets | $5,348,015,000 | 110 |
| Managed Assets ($) | $4,391,129,000 | 85 |
| Non-managed Assets ($) | $956,886,000 | 126 |
| Memoranda | ||
| Gross Fiduciary activities income | $30,032,000 | 92 |
| 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 | $6,368,000 | 58 |
| Number of Managed Accounts | $6,250,000 | 40 |
| Number of Non-Managed Accounts | $118,000 | 188 |
| Total fiduciary and related assets | $4,982,069,000 | 112 |
| Managed Assets ($) | $4,103,460,000 | 85 |
| Non-managed Assets ($) | $878,609,000 | 129 |
| Memoranda | ||
| Gross Fiduciary activities income | $23,563,000 | 93 |
| 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 | $5,168,000 | 57 |
| Number of Managed Accounts | $5,048,000 | 47 |
| Number of Non-Managed Accounts | $120,000 | 179 |
| Total fiduciary and related assets | $4,824,856,000 | 90 |
| Managed Assets ($) | $3,938,206,000 | 72 |
| Non-managed Assets ($) | $886,650,000 | 103 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,729,000 | 75 |
| 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 | $5,915,000 | 54 |
| Number of Managed Accounts | $5,795,000 | 38 |
| Number of Non-Managed Accounts | $120,000 | 170 |
| Total fiduciary and related assets | $5,425,591,000 | 90 |
| Managed Assets ($) | $4,379,359,000 | 72 |
| Non-managed Assets ($) | $1,046,232,000 | 103 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,904,000 | 74 |
| 2021-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $6,261,000 | 52 |
| Number of Managed Accounts | $6,150,000 | 36 |
| Number of Non-Managed Accounts | $111,000 | 228 |
| Total fiduciary and related assets | $5,539,110,000 | 89 |
| Managed Assets ($) | $4,521,685,000 | 70 |
| Non-managed Assets ($) | $1,017,425,000 | 101 |
| Memoranda | ||
| Gross Fiduciary activities income | $31,617,000 | 77 |
| 2021-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $6,252,000 | 49 |
| Number of Managed Accounts | $6,142,000 | 38 |
| Number of Non-Managed Accounts | $110,000 | 172 |
| Total fiduciary and related assets | $5,258,643,000 | 91 |
| Managed Assets ($) | $4,279,768,000 | 69 |
| Non-managed Assets ($) | $978,875,000 | 100 |
| Memoranda | ||
| Gross Fiduciary activities income | $23,576,000 | 76 |
| 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 | $6,171,000 | 47 |
| Number of Managed Accounts | $6,060,000 | 38 |
| Number of Non-Managed Accounts | $111,000 | 180 |
| Total fiduciary and related assets | $5,226,741,000 | 92 |
| Managed Assets ($) | $4,277,096,000 | 71 |
| Non-managed Assets ($) | $949,645,000 | 101 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,429,000 | 75 |
| 2021-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $6,101,000 | 48 |
| Number of Managed Accounts | $5,987,000 | 37 |
| Number of Non-Managed Accounts | $114,000 | 173 |
| Total fiduciary and related assets | $5,008,877,000 | 92 |
| Managed Assets ($) | $4,108,305,000 | 70 |
| Non-managed Assets ($) | $900,572,000 | 101 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,402,000 | 77 |
| 2020-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $6,051,000 | 50 |
| Number of Managed Accounts | $5,937,000 | 38 |
| Number of Non-Managed Accounts | $114,000 | 233 |
| Total fiduciary and related assets | $4,778,310,000 | 93 |
| Managed Assets ($) | $3,917,315,000 | 74 |
| Non-managed Assets ($) | $860,995,000 | 102 |
| Memoranda | ||
| Gross Fiduciary activities income | $27,157,000 | 78 |
| 2020-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $6,013,000 | 51 |
| Number of Managed Accounts | $5,906,000 | 38 |
| Number of Non-Managed Accounts | $107,000 | 177 |
| Total fiduciary and related assets | $4,382,695,000 | 92 |
| Managed Assets ($) | $3,622,059,000 | 73 |
| Non-managed Assets ($) | $760,636,000 | 104 |
| Memoranda | ||
| Gross Fiduciary activities income | $20,113,000 | 77 |
| 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 | $5,982,000 | 51 |
| Number of Managed Accounts | $5,880,000 | 38 |
| Number of Non-Managed Accounts | $102,000 | 193 |
| Total fiduciary and related assets | $4,227,696,000 | 92 |
| Managed Assets ($) | $3,527,520,000 | 73 |
| Non-managed Assets ($) | $700,176,000 | 109 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,116,000 | 78 |
| 2020-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $6,017,000 | 51 |
| Number of Managed Accounts | $5,919,000 | 38 |
| Number of Non-Managed Accounts | $98,000 | 192 |
| Total fiduciary and related assets | $3,801,337,000 | 95 |
| Managed Assets ($) | $3,192,504,000 | 74 |
| Non-managed Assets ($) | $608,833,000 | 107 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,288,000 | 82 |
| 2019-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $5,950,000 | 50 |
| Number of Managed Accounts | $5,854,000 | 39 |
| Number of Non-Managed Accounts | $96,000 | 267 |
| Total fiduciary and related assets | $4,308,922,000 | 95 |
| Managed Assets ($) | $3,626,057,000 | 73 |
| Non-managed Assets ($) | $682,865,000 | 108 |
| Memoranda | ||
| Gross Fiduciary activities income | $25,940,000 | 79 |
| 2019-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $5,879,000 | 52 |
| Number of Managed Accounts | $5,767,000 | 41 |
| Number of Non-Managed Accounts | $112,000 | 180 |
| Total fiduciary and related assets | $4,121,237,000 | 97 |
| Managed Assets ($) | $3,463,662,000 | 75 |
| Non-managed Assets ($) | $657,575,000 | 113 |
| Memoranda | ||
| Gross Fiduciary activities income | $19,127,000 | 81 |
| 2019-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $5,826,000 | 52 |
| Number of Managed Accounts | $5,736,000 | 40 |
| Number of Non-Managed Accounts | $90,000 | 202 |
| Total fiduciary and related assets | $4,003,423,000 | 97 |
| Managed Assets ($) | $3,358,765,000 | 76 |
| Non-managed Assets ($) | $644,658,000 | 113 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,492,000 | 82 |
| 2019-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $5,791,000 | 51 |
| Number of Managed Accounts | $5,701,000 | 41 |
| Number of Non-Managed Accounts | $90,000 | 204 |
| Total fiduciary and related assets | $3,763,851,000 | 99 |
| Managed Assets ($) | $3,186,908,000 | 77 |
| Non-managed Assets ($) | $576,943,000 | 115 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,069,000 | 81 |
| 2018-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $5,811,000 | 53 |
| Number of Managed Accounts | $5,710,000 | 41 |
| Number of Non-Managed Accounts | $101,000 | 258 |
| Total fiduciary and related assets | $3,441,160,000 | 98 |
| Managed Assets ($) | $2,916,133,000 | 77 |
| Non-managed Assets ($) | $525,027,000 | 118 |
| Memoranda | ||
| Gross Fiduciary activities income | $23,441,000 | 80 |
| 2018-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $5,615,000 | 55 |
| Number of Managed Accounts | $5,520,000 | 42 |
| Number of Non-Managed Accounts | $95,000 | 201 |
| Total fiduciary and related assets | $3,554,584,000 | 100 |
| Managed Assets ($) | $2,987,562,000 | 79 |
| Non-managed Assets ($) | $567,022,000 | 120 |
| Memoranda | ||
| Gross Fiduciary activities income | $17,577,000 | 80 |
| 2018-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $5,597,000 | 55 |
| Number of Managed Accounts | $5,500,000 | 40 |
| Number of Non-Managed Accounts | $97,000 | 204 |
| Total fiduciary and related assets | $3,479,392,000 | 100 |
| Managed Assets ($) | $2,943,032,000 | 81 |
| Non-managed Assets ($) | $536,360,000 | 123 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,665,000 | 81 |
| 2018-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $5,558,000 | 57 |
| Number of Managed Accounts | $5,466,000 | 40 |
| Number of Non-Managed Accounts | $92,000 | 206 |
| Total fiduciary and related assets | $3,371,182,000 | 103 |
| Managed Assets ($) | $2,856,031,000 | 82 |
| Non-managed Assets ($) | $515,151,000 | 129 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,582,000 | 85 |
| 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 | $5,517,000 | 60 |
| Number of Managed Accounts | $5,426,000 | 39 |
| Number of Non-Managed Accounts | $91,000 | 282 |
| Total fiduciary and related assets | $3,402,886,000 | 104 |
| Managed Assets ($) | $2,881,807,000 | 80 |
| Non-managed Assets ($) | $521,079,000 | 127 |
| Memoranda | ||
| Gross Fiduciary activities income | $21,644,000 | 82 |
| 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 | $5,486,000 | 57 |
| Number of Managed Accounts | $5,403,000 | 39 |
| Number of Non-Managed Accounts | $83,000 | 210 |
| Total fiduciary and related assets | $3,191,466,000 | 104 |
| Managed Assets ($) | $2,706,861,000 | 80 |
| Non-managed Assets ($) | $484,605,000 | 129 |
| Memoranda | ||
| Gross Fiduciary activities income | $16,026,000 | 81 |
| 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 | $5,393,000 | 57 |
| Number of Managed Accounts | $5,309,000 | 38 |
| Number of Non-Managed Accounts | $84,000 | 209 |
| Total fiduciary and related assets | $3,109,642,000 | 103 |
| Managed Assets ($) | $2,646,771,000 | 80 |
| Non-managed Assets ($) | $462,871,000 | 130 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,625,000 | 83 |
| 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 | $5,327,000 | 57 |
| Number of Managed Accounts | $5,245,000 | 38 |
| Number of Non-Managed Accounts | $82,000 | 208 |
| Total fiduciary and related assets | $2,950,082,000 | 104 |
| Managed Assets ($) | $2,578,179,000 | 82 |
| Non-managed Assets ($) | $371,903,000 | 136 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,136,000 | 83 |
| 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 | $5,249,000 | 57 |
| Number of Managed Accounts | $5,169,000 | 37 |
| Number of Non-Managed Accounts | $80,000 | 315 |
| Total fiduciary and related assets | $2,827,217,000 | 105 |
| Managed Assets ($) | $2,467,572,000 | 84 |
| Non-managed Assets ($) | $359,645,000 | 136 |
| Memoranda | ||
| Gross Fiduciary activities income | $19,587,000 | 85 |
| 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 | $5,174,000 | 57 |
| Number of Managed Accounts | $5,094,000 | 36 |
| Number of Non-Managed Accounts | $80,000 | 218 |
| Total fiduciary and related assets | $2,795,027,000 | 105 |
| Managed Assets ($) | $2,443,897,000 | 82 |
| Non-managed Assets ($) | $351,130,000 | 135 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,656,000 | 83 |
| 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 | $5,099,000 | 58 |
| Number of Managed Accounts | $5,019,000 | 36 |
| Number of Non-Managed Accounts | $80,000 | 219 |
| Total fiduciary and related assets | $2,744,341,000 | 106 |
| Managed Assets ($) | $2,393,325,000 | 84 |
| Non-managed Assets ($) | $351,016,000 | 134 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,660,000 | 84 |
| 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 | $5,087,000 | 57 |
| Number of Managed Accounts | $5,005,000 | 36 |
| Number of Non-Managed Accounts | $82,000 | 217 |
| Total fiduciary and related assets | $2,657,968,000 | 107 |
| Managed Assets ($) | $2,307,912,000 | 86 |
| Non-managed Assets ($) | $350,056,000 | 133 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,498,000 | 87 |
| 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 | $5,089,000 | 53 |
| Number of Managed Accounts | $5,008,000 | 36 |
| Number of Non-Managed Accounts | $81,000 | 320 |
| Total fiduciary and related assets | $2,589,125,000 | 108 |
| Managed Assets ($) | $2,243,503,000 | 84 |
| Non-managed Assets ($) | $345,622,000 | 132 |
| Memoranda | ||
| Gross Fiduciary activities income | $18,609,000 | 86 |
| 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 | $5,029,000 | 52 |
| Number of Managed Accounts | $4,951,000 | 37 |
| Number of Non-Managed Accounts | $78,000 | 218 |
| Total fiduciary and related assets | $2,490,058,000 | 109 |
| Managed Assets ($) | $2,166,980,000 | 83 |
| Non-managed Assets ($) | $323,078,000 | 141 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,970,000 | 85 |
| 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 | $4,947,000 | 54 |
| Number of Managed Accounts | $4,872,000 | 39 |
| Number of Non-Managed Accounts | $75,000 | 227 |
| Total fiduciary and related assets | $2,525,137,000 | 109 |
| Managed Assets ($) | $2,192,016,000 | 85 |
| Non-managed Assets ($) | $333,121,000 | 141 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,471,000 | 84 |
| 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 | $4,908,000 | 56 |
| Number of Managed Accounts | $4,836,000 | 39 |
| Number of Non-Managed Accounts | $72,000 | 237 |
| Total fiduciary and related assets | $2,494,955,000 | 110 |
| Managed Assets ($) | $2,165,995,000 | 85 |
| Non-managed Assets ($) | $328,960,000 | 142 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,540,000 | 85 |
| 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 | $4,792,000 | 56 |
| Number of Managed Accounts | $4,725,000 | 39 |
| Number of Non-Managed Accounts | $67,000 | 389 |
| Total fiduciary and related assets | $2,414,094,000 | 109 |
| Managed Assets ($) | $2,109,697,000 | 86 |
| Non-managed Assets ($) | $304,397,000 | 146 |
| Memoranda | ||
| Gross Fiduciary activities income | $17,449,000 | 88 |
| 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 | $4,676,000 | 55 |
| Number of Managed Accounts | $4,604,000 | 38 |
| Number of Non-Managed Accounts | $72,000 | 234 |
| Total fiduciary and related assets | $2,366,510,000 | 109 |
| Managed Assets ($) | $2,068,313,000 | 86 |
| Non-managed Assets ($) | $298,197,000 | 148 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,116,000 | 86 |
| 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 | $4,549,000 | 55 |
| Number of Managed Accounts | $4,482,000 | 39 |
| Number of Non-Managed Accounts | $67,000 | 242 |
| Total fiduciary and related assets | $2,321,377,000 | 110 |
| Managed Assets ($) | $2,051,271,000 | 87 |
| Non-managed Assets ($) | $270,106,000 | 150 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,680,000 | 85 |
| 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 | $4,415,000 | 59 |
| Number of Managed Accounts | $4,354,000 | 41 |
| Number of Non-Managed Accounts | $61,000 | 251 |
| Total fiduciary and related assets | $2,241,065,000 | 111 |
| Managed Assets ($) | $1,979,606,000 | 88 |
| Non-managed Assets ($) | $261,459,000 | 153 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,070,000 | 91 |
| 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 | $4,315,000 | 60 |
| Number of Managed Accounts | $4,253,000 | 41 |
| Number of Non-Managed Accounts | $62,000 | 413 |
| Total fiduciary and related assets | $2,183,744,000 | 114 |
| Managed Assets ($) | $1,929,181,000 | 89 |
| Non-managed Assets ($) | $254,563,000 | 154 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,376,000 | 91 |
| 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 | $4,258,000 | 60 |
| Number of Managed Accounts | $4,236,000 | 42 |
| Number of Non-Managed Accounts | $22,000 | 320 |
| Total fiduciary and related assets | $2,091,370,000 | 114 |
| Managed Assets ($) | $1,907,383,000 | 87 |
| Non-managed Assets ($) | $183,987,000 | 175 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,313,000 | 91 |
| 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 | $4,192,000 | 60 |
| Number of Managed Accounts | $4,166,000 | 42 |
| Number of Non-Managed Accounts | $26,000 | 306 |
| Total fiduciary and related assets | $2,195,378,000 | 110 |
| Managed Assets ($) | $1,854,309,000 | 87 |
| Non-managed Assets ($) | $341,069,000 | 132 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,491,000 | 90 |
| 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 | $4,070,000 | 59 |
| Number of Managed Accounts | $4,049,000 | 41 |
| Number of Non-Managed Accounts | $21,000 | 323 |
| Total fiduciary and related assets | $2,204,488,000 | 109 |
| Managed Assets ($) | $1,879,276,000 | 87 |
| Non-managed Assets ($) | $325,212,000 | 133 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,537,000 | 93 |
| 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 | $3,967,000 | 62 |
| Number of Managed Accounts | $3,948,000 | 42 |
| Number of Non-Managed Accounts | $19,000 | 710 |
| Total fiduciary and related assets | $2,101,183,000 | 110 |
| Managed Assets ($) | $1,794,419,000 | 86 |
| Non-managed Assets ($) | $306,764,000 | 134 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,329,000 | 93 |
| 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 | $3,838,000 | 61 |
| Number of Managed Accounts | $3,822,000 | 41 |
| Number of Non-Managed Accounts | $16,000 | 320 |
| Total fiduciary and related assets | $2,065,581,000 | 107 |
| Managed Assets ($) | $1,762,223,000 | 86 |
| Non-managed Assets ($) | $303,358,000 | 133 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,926,000 | 93 |
| 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 | $3,733,000 | 64 |
| Number of Managed Accounts | $3,717,000 | 42 |
| Number of Non-Managed Accounts | $16,000 | 322 |
| Total fiduciary and related assets | $1,937,684,000 | 110 |
| Managed Assets ($) | $1,653,770,000 | 86 |
| Non-managed Assets ($) | $283,914,000 | 140 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,558,000 | 93 |
| 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 | $3,644,000 | 69 |
| Number of Managed Accounts | $3,629,000 | 46 |
| Number of Non-Managed Accounts | $15,000 | 323 |
| Total fiduciary and related assets | $1,920,662,000 | 114 |
| Managed Assets ($) | $1,644,111,000 | 91 |
| Non-managed Assets ($) | $276,551,000 | 139 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,132,000 | 94 |
| 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 | $3,529,000 | 75 |
| Number of Managed Accounts | $3,515,000 | 47 |
| Number of Non-Managed Accounts | $14,000 | 779 |
| Total fiduciary and related assets | $1,597,500,000 | 122 |
| Managed Assets ($) | $1,545,760,000 | 90 |
| Non-managed Assets ($) | $51,740,000 | 311 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,087,000 | 85 |
| 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 | $3,563,000 | 72 |
| Number of Managed Accounts | $3,548,000 | 48 |
| Number of Non-Managed Accounts | $15,000 | 341 |
| Total fiduciary and related assets | $1,521,913,000 | 125 |
| Managed Assets ($) | $1,469,652,000 | 95 |
| Non-managed Assets ($) | $52,261,000 | 253 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,174,000 | 84 |
| 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 | $3,305,000 | 78 |
| Number of Managed Accounts | $3,290,000 | 52 |
| Number of Non-Managed Accounts | $15,000 | 340 |
| Total fiduciary and related assets | $1,524,004,000 | 129 |
| Managed Assets ($) | $1,473,459,000 | 98 |
| Non-managed Assets ($) | $50,545,000 | 264 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,121,000 | 87 |
| 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 | $3,203,000 | 79 |
| Number of Managed Accounts | $3,187,000 | 52 |
| Number of Non-Managed Accounts | $16,000 | 337 |
| Total fiduciary and related assets | $1,493,220,000 | 129 |
| Managed Assets ($) | $1,442,357,000 | 96 |
| Non-managed Assets ($) | $50,863,000 | 259 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,866,000 | 87 |
| 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 | $3,192,000 | 81 |
| Number of Managed Accounts | $3,175,000 | 51 |
| Number of Non-Managed Accounts | $17,000 | 781 |
| Total fiduciary and related assets | $1,491,276,000 | 132 |
| Managed Assets ($) | $1,459,413,000 | 94 |
| Non-managed Assets ($) | $31,863,000 | 406 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,314,000 | 89 |
| 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 | $2,994,000 | 82 |
| Number of Managed Accounts | $2,976,000 | 52 |
| Number of Non-Managed Accounts | $18,000 | 325 |
| Total fiduciary and related assets | $1,393,472,000 | 133 |
| Managed Assets ($) | $1,376,575,000 | 94 |
| Non-managed Assets ($) | $16,897,000 | 319 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,686,000 | 88 |
| 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 | $2,855,000 | 85 |
| Number of Managed Accounts | $2,837,000 | 57 |
| Number of Non-Managed Accounts | $18,000 | 329 |
| Total fiduciary and related assets | $1,254,169,000 | 135 |
| Managed Assets ($) | $1,236,949,000 | 94 |
| Non-managed Assets ($) | $17,220,000 | 321 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,178,000 | 91 |
| 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 | $2,798,000 | 86 |
| Number of Managed Accounts | $2,779,000 | 56 |
| Number of Non-Managed Accounts | $19,000 | 330 |
| Total fiduciary and related assets | $1,257,861,000 | 139 |
| Managed Assets ($) | $1,240,348,000 | 98 |
| Non-managed Assets ($) | $17,513,000 | 323 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,318,000 | 95 |
| 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 | $2,693,000 | 94 |
| Number of Managed Accounts | $2,676,000 | 64 |
| Number of Non-Managed Accounts | $17,000 | 799 |
| Total fiduciary and related assets | $1,199,275,000 | 140 |
| Managed Assets ($) | $1,181,212,000 | 100 |
| Non-managed Assets ($) | $18,063,000 | 517 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,649,000 | 98 |
| 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 | $2,511,000 | 93 |
| Number of Managed Accounts | $2,496,000 | 68 |
| Number of Non-Managed Accounts | $15,000 | 328 |
| Total fiduciary and related assets | $1,156,001,000 | 145 |
| Managed Assets ($) | $1,136,731,000 | 106 |
| Non-managed Assets ($) | $19,270,000 | 295 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,400,000 | 98 |
| 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 | $5,090,000 | 60 |
| Number of Managed Accounts | $5,076,000 | 38 |
| Number of Non-Managed Accounts | $14,000 | 342 |
| Total fiduciary and related assets | $1,057,878,000 | 146 |
| Managed Assets ($) | $1,041,404,000 | 108 |
| Non-managed Assets ($) | $16,474,000 | 307 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,379,000 | 101 |
| 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 | $2,364,000 | 94 |
| Number of Managed Accounts | $2,349,000 | 71 |
| Number of Non-Managed Accounts | $15,000 | 332 |
| Total fiduciary and related assets | $982,280,000 | 150 |
| Managed Assets ($) | $965,795,000 | 111 |
| Non-managed Assets ($) | $16,485,000 | 305 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,996,000 | 101 |
| 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 | $2,338,000 | 104 |
| Number of Managed Accounts | $2,321,000 | 74 |
| Number of Non-Managed Accounts | $17,000 | 803 |
| Total fiduciary and related assets | $1,037,670,000 | 152 |
| Managed Assets ($) | $1,019,286,000 | 109 |
| Non-managed Assets ($) | $18,384,000 | 493 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,862,000 | 101 |
| 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 | $2,323,000 | 98 |
| Number of Managed Accounts | $2,308,000 | 75 |
| Number of Non-Managed Accounts | $15,000 | 351 |
| Total fiduciary and related assets | $1,174,764,000 | 149 |
| Managed Assets ($) | $1,156,895,000 | 108 |
| Non-managed Assets ($) | $17,869,000 | 330 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,639,000 | 104 |
| 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 | $2,305,000 | 101 |
| Number of Managed Accounts | $2,290,000 | 78 |
| Number of Non-Managed Accounts | $15,000 | 356 |
| Total fiduciary and related assets | $1,169,721,000 | 160 |
| Managed Assets ($) | $1,151,840,000 | 112 |
| Non-managed Assets ($) | $17,881,000 | 332 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,206,000 | 104 |
| 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 | $2,259,000 | 106 |
| Number of Managed Accounts | $2,241,000 | 80 |
| Number of Non-Managed Accounts | $18,000 | 353 |
| Total fiduciary and related assets | $1,208,083,000 | 162 |
| Managed Assets ($) | $1,189,787,000 | 114 |
| Non-managed Assets ($) | $18,296,000 | 338 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,489,000 | 104 |
| 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 | $2,205,000 | 111 |
| Number of Managed Accounts | $2,189,000 | 80 |
| Number of Non-Managed Accounts | $16,000 | 827 |
| Total fiduciary and related assets | $1,216,448,000 | 163 |
| Managed Assets ($) | $1,197,393,000 | 114 |
| Non-managed Assets ($) | $19,055,000 | 516 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,033,000 | 126 |
| 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 | $1,727,000 | 123 |
| Number of Managed Accounts | $1,709,000 | 92 |
| Number of Non-Managed Accounts | $18,000 | 339 |
| Total fiduciary and related assets | $1,035,749,000 | 178 |
| Managed Assets ($) | $1,014,318,000 | 130 |
| Non-managed Assets ($) | $21,431,000 | 315 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,012,000 | 131 |
| 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 | $1,638,000 | 132 |
| Number of Managed Accounts | $1,620,000 | 96 |
| Number of Non-Managed Accounts | $18,000 | 351 |
| Total fiduciary and related assets | $854,241,000 | 198 |
| Managed Assets ($) | $832,691,000 | 155 |
| Non-managed Assets ($) | $21,550,000 | 322 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,322,000 | 138 |
| 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 | $1,550,000 | 134 |
| Number of Managed Accounts | $1,532,000 | 97 |
| Number of Non-Managed Accounts | $18,000 | 348 |
| Total fiduciary and related assets | $813,362,000 | 200 |
| Managed Assets ($) | $791,451,000 | 154 |
| Non-managed Assets ($) | $21,911,000 | 324 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,547,000 | 138 |
| 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 | $1,469,000 | 152 |
| Number of Managed Accounts | $1,451,000 | 108 |
| Number of Non-Managed Accounts | $18,000 | 820 |
| Total fiduciary and related assets | $770,614,000 | 208 |
| Managed Assets ($) | $750,444,000 | 159 |
| Non-managed Assets ($) | $20,170,000 | 516 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,535,000 | 145 |
| 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 | $1,395,000 | 159 |
| Number of Managed Accounts | $1,377,000 | 117 |
| Number of Non-Managed Accounts | $18,000 | 342 |
| Total fiduciary and related assets | $696,028,000 | 224 |
| Managed Assets ($) | $675,903,000 | 174 |
| Non-managed Assets ($) | $20,125,000 | 325 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,120,000 | 152 |
| 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 | $1,364,000 | 165 |
| Number of Managed Accounts | $1,346,000 | 129 |
| Number of Non-Managed Accounts | $18,000 | 350 |
| Total fiduciary and related assets | $655,995,000 | 232 |
| Managed Assets ($) | $638,574,000 | 181 |
| Non-managed Assets ($) | $17,421,000 | 337 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,781,000 | 158 |
| 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 | $1,319,000 | 168 |
| Number of Managed Accounts | $1,300,000 | 130 |
| Number of Non-Managed Accounts | $19,000 | 348 |
| Total fiduciary and related assets | $644,222,000 | 234 |
| Managed Assets ($) | $626,503,000 | 183 |
| Non-managed Assets ($) | $17,719,000 | 338 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,263,000 | 164 |
| 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 | $1,288,000 | 177 |
| Number of Managed Accounts | $1,268,000 | 135 |
| Number of Non-Managed Accounts | $20,000 | 819 |
| Total fiduciary and related assets | $609,205,000 | 235 |
| Managed Assets ($) | $591,269,000 | 187 |
| Non-managed Assets ($) | $17,936,000 | 532 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,884,000 | 162 |
| 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 | $1,278,000 | 167 |
| Number of Managed Accounts | $1,259,000 | 128 |
| Number of Non-Managed Accounts | $19,000 | 343 |
| Total fiduciary and related assets | $576,740,000 | 237 |
| Managed Assets ($) | $560,185,000 | 189 |
| Non-managed Assets ($) | $16,555,000 | 334 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,650,000 | 160 |
| 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 | $1,234,000 | 172 |
| Number of Managed Accounts | $1,215,000 | 133 |
| Number of Non-Managed Accounts | $19,000 | 362 |
| Total fiduciary and related assets | $543,932,000 | 239 |
| Managed Assets ($) | $527,672,000 | 197 |
| Non-managed Assets ($) | $16,260,000 | 346 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,425,000 | 160 |
| 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 | $1,175,000 | 180 |
| Number of Managed Accounts | $1,156,000 | 143 |
| Number of Non-Managed Accounts | $19,000 | 365 |
| Total fiduciary and related assets | $508,157,000 | 249 |
| Managed Assets ($) | $491,610,000 | 204 |
| Non-managed Assets ($) | $16,547,000 | 346 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,121,000 | 171 |
| 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 | $1,156,000 | 196 |
| Number of Managed Accounts | $1,136,000 | 145 |
| Number of Non-Managed Accounts | $20,000 | 840 |
| Total fiduciary and related assets | $499,067,000 | 252 |
| Managed Assets ($) | $481,927,000 | 200 |
| Non-managed Assets ($) | $17,140,000 | 538 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,166,000 | 172 |
| 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 | $1,184,000 | 179 |
| Number of Managed Accounts | $1,164,000 | 140 |
| Number of Non-Managed Accounts | $20,000 | 354 |
| Total fiduciary and related assets | $461,571,000 | 253 |
| Managed Assets ($) | $444,365,000 | 201 |
| Non-managed Assets ($) | $17,206,000 | 336 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,105,000 | 170 |
| 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 | $1,178,000 | 183 |
| Number of Managed Accounts | $1,145,000 | 143 |
| Number of Non-Managed Accounts | $33,000 | 334 |
| Total fiduciary and related assets | $444,494,000 | 261 |
| Managed Assets ($) | $426,202,000 | 205 |
| Non-managed Assets ($) | $18,292,000 | 346 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,018,000 | 177 |
| 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 | $1,195,000 | 176 |
| Number of Managed Accounts | $1,163,000 | 143 |
| Number of Non-Managed Accounts | $32,000 | 342 |
| Total fiduciary and related assets | $447,046,000 | 264 |
| Managed Assets ($) | $428,368,000 | 208 |
| Non-managed Assets ($) | $18,678,000 | 344 |
| Memoranda | ||
| Gross Fiduciary activities income | $939,000 | 179 |
| 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 | $1,204,000 | 196 |
| Number of Managed Accounts | $1,168,000 | 148 |
| Number of Non-Managed Accounts | $36,000 | 699 |
| Total fiduciary and related assets | $423,377,000 | 281 |
| Managed Assets ($) | $404,298,000 | 216 |
| Non-managed Assets ($) | $19,079,000 | 524 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,774,000 | 179 |
| 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 | $1,213,000 | 187 |
| Number of Managed Accounts | $1,173,000 | 148 |
| Number of Non-Managed Accounts | $40,000 | 338 |
| Total fiduciary and related assets | $404,018,000 | 289 |
| Managed Assets ($) | $396,392,000 | 222 |
| Non-managed Assets ($) | $7,626,000 | 390 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,862,000 | 188 |
| 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 | $1,147,000 | 195 |
| Number of Managed Accounts | $1,141,000 | 150 |
| Number of Non-Managed Accounts | $6,000 | 414 |
| Total fiduciary and related assets | $384,848,000 | 297 |
| Managed Assets ($) | $383,050,000 | 228 |
| Non-managed Assets ($) | $1,798,000 | 419 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,949,000 | 189 |
| 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 | $1,158,000 | 203 |
| Number of Managed Accounts | $1,155,000 | 153 |
| Number of Non-Managed Accounts | $3,000 | 436 |
| Total fiduciary and related assets | $359,725,000 | 306 |
| Managed Assets ($) | $359,671,000 | 234 |
| Non-managed Assets ($) | $54,000 | 453 |
| Memoranda | ||
| Gross Fiduciary activities income | $892,000 | 198 |
| 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 | $1,209,000 | 213 |
| Number of Managed Accounts | $1,196,000 | 155 |
| Number of Non-Managed Accounts | $13,000 | 963 |
| Total fiduciary and related assets | $352,565,000 | 310 |
| Managed Assets ($) | $350,763,000 | 237 |
| Non-managed Assets ($) | $1,802,000 | 987 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,613,000 | 174 |
| 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 | $1,464,000 | 158 |
| Number of Managed Accounts | $1,454,000 | 116 |
| Number of Non-Managed Accounts | $10,000 | 973 |
| Total fiduciary and related assets | $384,845,000 | 287 |
| Managed Assets ($) | $383,999,000 | 225 |
| Non-managed Assets ($) | $846,000 | 1,097 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,035,000 | 190 |
| 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 | $4,119,000 | 186 |
| 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 | $4,108,000 | 217 |
| 1998-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $3,764,000 | 227 |
| 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 | $3,082,000 | 263 |
| 1996-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $2,790,000 | 299 |
| 1995-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $2,424,000 | 344 |
| 1994-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $2,151,000 | 358 |
| 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 | $2,214,000 | 358 |
| 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 | $2,184,000 | 366 |