Home > Thrivent Trust Company > Fiduciary and Related Services
Thrivent 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 | $1,390,000 | 187 |
| Number of Managed Accounts | $1,371,000 | 148 |
| Number of Non-Managed Accounts | $19,000 | 536 |
| Total fiduciary and related assets | $813,921,000 | 275 |
| Managed Assets ($) | $807,569,000 | 240 |
| Non-managed Assets ($) | $6,352,000 | 573 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,162,000 | 203 |
| 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 | $1,375,000 | 182 |
| Number of Managed Accounts | $1,358,000 | 150 |
| Number of Non-Managed Accounts | $17,000 | 314 |
| Total fiduciary and related assets | $771,562,000 | 265 |
| Managed Assets ($) | $766,574,000 | 234 |
| Non-managed Assets ($) | $4,988,000 | 344 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,211,000 | 200 |
| 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 | $1,374,000 | 183 |
| Number of Managed Accounts | $1,357,000 | 147 |
| Number of Non-Managed Accounts | $17,000 | 366 |
| Total fiduciary and related assets | $783,094,000 | 270 |
| Managed Assets ($) | $777,906,000 | 238 |
| Non-managed Assets ($) | $5,188,000 | 402 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,149,000 | 194 |
| 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 | $1,376,000 | 189 |
| Number of Managed Accounts | $1,359,000 | 153 |
| Number of Non-Managed Accounts | $17,000 | 318 |
| Total fiduciary and related assets | $759,321,000 | 269 |
| Managed Assets ($) | $756,187,000 | 243 |
| Non-managed Assets ($) | $3,134,000 | 356 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,186,000 | 192 |
| 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 | $1,375,000 | 194 |
| Number of Managed Accounts | $1,357,000 | 155 |
| Number of Non-Managed Accounts | $18,000 | 576 |
| Total fiduciary and related assets | $733,867,000 | 284 |
| Managed Assets ($) | $730,714,000 | 251 |
| Non-managed Assets ($) | $3,153,000 | 653 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,894,000 | 166 |
| 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 | $1,367,000 | 191 |
| Number of Managed Accounts | $1,351,000 | 154 |
| Number of Non-Managed Accounts | $16,000 | 333 |
| Total fiduciary and related assets | $690,159,000 | 277 |
| Managed Assets ($) | $687,103,000 | 247 |
| Non-managed Assets ($) | $3,056,000 | 367 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,989,000 | 160 |
| 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 | $1,421,000 | 161 |
| Number of Managed Accounts | $1,387,000 | 137 |
| Number of Non-Managed Accounts | $34,000 | 301 |
| Total fiduciary and related assets | $719,197,000 | 246 |
| Managed Assets ($) | $715,627,000 | 211 |
| Non-managed Assets ($) | $3,570,000 | 389 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,982,000 | 122 |
| 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 | $3,217,000 | 86 |
| Number of Managed Accounts | $2,824,000 | 76 |
| Number of Non-Managed Accounts | $393,000 | 88 |
| Total fiduciary and related assets | $3,147,693,000 | 122 |
| Managed Assets ($) | $1,975,122,000 | 123 |
| Non-managed Assets ($) | $1,172,571,000 | 99 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,978,000 | 104 |
| 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 | $3,194,000 | 85 |
| Number of Managed Accounts | $2,777,000 | 76 |
| Number of Non-Managed Accounts | $417,000 | 93 |
| Total fiduciary and related assets | $3,325,487,000 | 121 |
| Managed Assets ($) | $1,949,496,000 | 124 |
| Non-managed Assets ($) | $1,375,991,000 | 95 |
| Memoranda | ||
| Gross Fiduciary activities income | $33,656,000 | 72 |
| 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 | $3,511,000 | 79 |
| Number of Managed Accounts | $3,052,000 | 69 |
| Number of Non-Managed Accounts | $459,000 | 84 |
| Total fiduciary and related assets | $3,184,754,000 | 119 |
| Managed Assets ($) | $1,904,009,000 | 125 |
| Non-managed Assets ($) | $1,280,745,000 | 92 |
| Memoranda | ||
| Gross Fiduciary activities income | $28,925,000 | 64 |
| 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 | $3,190,000 | 82 |
| Number of Managed Accounts | $2,714,000 | 78 |
| Number of Non-Managed Accounts | $476,000 | 83 |
| Total fiduciary and related assets | $3,222,639,000 | 119 |
| Managed Assets ($) | $1,825,999,000 | 129 |
| Non-managed Assets ($) | $1,396,640,000 | 91 |
| Memoranda | ||
| Gross Fiduciary activities income | $24,109,000 | 54 |
| 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 | $3,180,000 | 81 |
| Number of Managed Accounts | $2,684,000 | 80 |
| Number of Non-Managed Accounts | $496,000 | 79 |
| Total fiduciary and related assets | $3,041,302,000 | 118 |
| Managed Assets ($) | $1,741,919,000 | 127 |
| Non-managed Assets ($) | $1,299,383,000 | 92 |
| Memoranda | ||
| Gross Fiduciary activities income | $19,396,000 | 40 |
| 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 | $24,321,000 | 27 |
| Number of Managed Accounts | $22,090,000 | 16 |
| Number of Non-Managed Accounts | $2,231,000 | 40 |
| Total fiduciary and related assets | $11,375,031,000 | 57 |
| Managed Assets ($) | $8,732,583,000 | 46 |
| Non-managed Assets ($) | $2,642,448,000 | 65 |
| Memoranda | ||
| Gross Fiduciary activities income | $78,500,000 | 40 |
| 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 | $23,782,000 | 27 |
| Number of Managed Accounts | $21,580,000 | 16 |
| Number of Non-Managed Accounts | $2,202,000 | 38 |
| Total fiduciary and related assets | $10,342,661,000 | 56 |
| Managed Assets ($) | $7,855,723,000 | 45 |
| Non-managed Assets ($) | $2,486,938,000 | 66 |
| Memoranda | ||
| Gross Fiduciary activities income | $57,866,000 | 40 |
| 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 | $23,553,000 | 27 |
| Number of Managed Accounts | $21,463,000 | 16 |
| Number of Non-Managed Accounts | $2,090,000 | 39 |
| Total fiduciary and related assets | $9,861,198,000 | 55 |
| Managed Assets ($) | $7,876,930,000 | 45 |
| Non-managed Assets ($) | $1,984,268,000 | 73 |
| Memoranda | ||
| Gross Fiduciary activities income | $38,166,000 | 40 |
| 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 | $23,290,000 | 27 |
| Number of Managed Accounts | $21,215,000 | 16 |
| Number of Non-Managed Accounts | $2,075,000 | 39 |
| Total fiduciary and related assets | $8,864,219,000 | 58 |
| Managed Assets ($) | $7,016,054,000 | 46 |
| Non-managed Assets ($) | $1,848,165,000 | 75 |
| Memoranda | ||
| Gross Fiduciary activities income | $20,052,000 | 39 |
| 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 | $22,568,000 | 27 |
| Number of Managed Accounts | $20,795,000 | 16 |
| Number of Non-Managed Accounts | $1,773,000 | 45 |
| Total fiduciary and related assets | $10,093,307,000 | 55 |
| Managed Assets ($) | $8,134,999,000 | 44 |
| Non-managed Assets ($) | $1,958,308,000 | 76 |
| Memoranda | ||
| Gross Fiduciary activities income | $73,388,000 | 40 |
| 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 | $22,308,000 | 27 |
| Number of Managed Accounts | $20,587,000 | 16 |
| Number of Non-Managed Accounts | $1,721,000 | 45 |
| Total fiduciary and related assets | $9,596,468,000 | 57 |
| Managed Assets ($) | $7,738,686,000 | 47 |
| Non-managed Assets ($) | $1,857,782,000 | 79 |
| Memoranda | ||
| Gross Fiduciary activities income | $54,370,000 | 41 |
| 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 | $22,414,000 | 27 |
| Number of Managed Accounts | $20,886,000 | 16 |
| Number of Non-Managed Accounts | $1,528,000 | 49 |
| Total fiduciary and related assets | $9,529,156,000 | 56 |
| Managed Assets ($) | $7,744,805,000 | 46 |
| Non-managed Assets ($) | $1,784,351,000 | 79 |
| Memoranda | ||
| Gross Fiduciary activities income | $35,663,000 | 41 |
| 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 | $22,137,000 | 27 |
| Number of Managed Accounts | $20,660,000 | 16 |
| Number of Non-Managed Accounts | $1,477,000 | 49 |
| Total fiduciary and related assets | $9,212,691,000 | 56 |
| Managed Assets ($) | $7,482,206,000 | 46 |
| Non-managed Assets ($) | $1,730,485,000 | 79 |
| Memoranda | ||
| Gross Fiduciary activities income | $17,263,000 | 41 |
| 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 | $20,653,000 | 27 |
| Number of Managed Accounts | $19,137,000 | 17 |
| Number of Non-Managed Accounts | $1,516,000 | 51 |
| Total fiduciary and related assets | $8,414,865,000 | 58 |
| Managed Assets ($) | $6,725,254,000 | 47 |
| Non-managed Assets ($) | $1,689,611,000 | 79 |
| Memoranda | ||
| Gross Fiduciary activities income | $69,260,000 | 42 |
| 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 | $20,464,000 | 28 |
| Number of Managed Accounts | $18,886,000 | 18 |
| Number of Non-Managed Accounts | $1,578,000 | 47 |
| Total fiduciary and related assets | $8,997,921,000 | 58 |
| Managed Assets ($) | $7,215,738,000 | 47 |
| Non-managed Assets ($) | $1,782,183,000 | 73 |
| Memoranda | ||
| Gross Fiduciary activities income | $51,757,000 | 42 |
| 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 | $20,723,000 | 26 |
| Number of Managed Accounts | $18,830,000 | 18 |
| Number of Non-Managed Accounts | $1,893,000 | 42 |
| Total fiduciary and related assets | $9,026,873,000 | 56 |
| Managed Assets ($) | $7,256,736,000 | 44 |
| Non-managed Assets ($) | $1,770,137,000 | 77 |
| Memoranda | ||
| Gross Fiduciary activities income | $34,481,000 | 42 |
| 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 | $20,644,000 | 27 |
| Number of Managed Accounts | $18,589,000 | 18 |
| Number of Non-Managed Accounts | $2,055,000 | 43 |
| Total fiduciary and related assets | $8,865,682,000 | 57 |
| Managed Assets ($) | $6,963,521,000 | 46 |
| Non-managed Assets ($) | $1,902,161,000 | 70 |
| Memoranda | ||
| Gross Fiduciary activities income | $16,882,000 | 42 |
| 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 | $20,418,000 | 28 |
| Number of Managed Accounts | $18,390,000 | 18 |
| Number of Non-Managed Accounts | $2,028,000 | 45 |
| Total fiduciary and related assets | $8,819,594,000 | 57 |
| Managed Assets ($) | $6,942,930,000 | 46 |
| Non-managed Assets ($) | $1,876,664,000 | 72 |
| Memoranda | ||
| Gross Fiduciary activities income | $31,554,000 | 62 |
| 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 | $20,046,000 | 29 |
| Number of Managed Accounts | $18,109,000 | 17 |
| Number of Non-Managed Accounts | $1,937,000 | 44 |
| Total fiduciary and related assets | $8,738,631,000 | 56 |
| Managed Assets ($) | $6,646,038,000 | 46 |
| Non-managed Assets ($) | $2,092,593,000 | 68 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,625,000 | 90 |
| 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 | $1,316,000 | 176 |
| Number of Managed Accounts | $1,276,000 | 146 |
| Number of Non-Managed Accounts | $40,000 | 278 |
| Total fiduciary and related assets | $603,744,000 | 249 |
| Managed Assets ($) | $601,597,000 | 209 |
| Non-managed Assets ($) | $2,147,000 | 375 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,431,000 | 170 |
| 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 | $1,318,000 | 174 |
| Number of Managed Accounts | $1,286,000 | 147 |
| Number of Non-Managed Accounts | $32,000 | 292 |
| Total fiduciary and related assets | $603,642,000 | 245 |
| Managed Assets ($) | $599,780,000 | 209 |
| Non-managed Assets ($) | $3,862,000 | 376 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,621,000 | 179 |
| 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 | $1,325,000 | 174 |
| Number of Managed Accounts | $1,285,000 | 147 |
| Number of Non-Managed Accounts | $40,000 | 474 |
| Total fiduciary and related assets | $592,453,000 | 246 |
| Managed Assets ($) | $589,941,000 | 208 |
| Non-managed Assets ($) | $2,512,000 | 738 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,574,000 | 169 |
| 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 | $1,324,000 | 171 |
| Number of Managed Accounts | $1,271,000 | 148 |
| Number of Non-Managed Accounts | $53,000 | 267 |
| Total fiduciary and related assets | $599,609,000 | 244 |
| Managed Assets ($) | $588,458,000 | 208 |
| Non-managed Assets ($) | $11,151,000 | 342 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,936,000 | 166 |
| 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 | $1,323,000 | 175 |
| Number of Managed Accounts | $1,277,000 | 150 |
| Number of Non-Managed Accounts | $46,000 | 281 |
| Total fiduciary and related assets | $580,082,000 | 252 |
| Managed Assets ($) | $569,087,000 | 214 |
| Non-managed Assets ($) | $10,995,000 | 345 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,271,000 | 167 |
| 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 | $1,319,000 | 174 |
| Number of Managed Accounts | $1,275,000 | 146 |
| Number of Non-Managed Accounts | $44,000 | 283 |
| Total fiduciary and related assets | $576,218,000 | 250 |
| Managed Assets ($) | $571,997,000 | 212 |
| Non-managed Assets ($) | $4,221,000 | 376 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,582,000 | 172 |
| 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 | $1,342,000 | 176 |
| Number of Managed Accounts | $1,321,000 | 143 |
| Number of Non-Managed Accounts | $21,000 | 629 |
| Total fiduciary and related assets | $584,831,000 | 248 |
| Managed Assets ($) | $580,716,000 | 206 |
| Non-managed Assets ($) | $4,115,000 | 704 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,935,000 | 164 |
| 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 | $1,351,000 | 169 |
| Number of Managed Accounts | $1,327,000 | 135 |
| Number of Non-Managed Accounts | $24,000 | 320 |
| Total fiduciary and related assets | $535,947,000 | 257 |
| Managed Assets ($) | $528,589,000 | 218 |
| Non-managed Assets ($) | $7,358,000 | 359 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,288,000 | 161 |
| 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 | $1,351,000 | 169 |
| Number of Managed Accounts | $1,331,000 | 135 |
| Number of Non-Managed Accounts | $20,000 | 332 |
| Total fiduciary and related assets | $571,724,000 | 258 |
| Managed Assets ($) | $564,953,000 | 211 |
| Non-managed Assets ($) | $6,771,000 | 366 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,639,000 | 160 |
| 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 | $1,326,000 | 170 |
| Number of Managed Accounts | $1,308,000 | 135 |
| Number of Non-Managed Accounts | $18,000 | 341 |
| Total fiduciary and related assets | $595,904,000 | 256 |
| Managed Assets ($) | $588,549,000 | 201 |
| Non-managed Assets ($) | $7,355,000 | 363 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,732,000 | 165 |
| 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 | $1,345,000 | 170 |
| Number of Managed Accounts | $1,334,000 | 131 |
| Number of Non-Managed Accounts | $11,000 | 792 |
| Total fiduciary and related assets | $590,856,000 | 253 |
| Managed Assets ($) | $587,303,000 | 201 |
| Non-managed Assets ($) | $3,553,000 | 744 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,798,000 | 161 |
| 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 | $1,339,000 | 169 |
| Number of Managed Accounts | $1,323,000 | 130 |
| Number of Non-Managed Accounts | $16,000 | 346 |
| Total fiduciary and related assets | $574,758,000 | 253 |
| Managed Assets ($) | $570,810,000 | 201 |
| Non-managed Assets ($) | $3,948,000 | 378 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,140,000 | 155 |
| 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 | $1,351,000 | 165 |
| Number of Managed Accounts | $1,331,000 | 130 |
| Number of Non-Managed Accounts | $20,000 | 331 |
| Total fiduciary and related assets | $587,098,000 | 249 |
| Managed Assets ($) | $583,149,000 | 198 |
| Non-managed Assets ($) | $3,949,000 | 375 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,496,000 | 156 |
| 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 | $1,374,000 | 166 |
| Number of Managed Accounts | $1,355,000 | 127 |
| Number of Non-Managed Accounts | $19,000 | 340 |
| Total fiduciary and related assets | $589,563,000 | 248 |
| Managed Assets ($) | $586,183,000 | 193 |
| Non-managed Assets ($) | $3,380,000 | 377 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,719,000 | 156 |
| 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 | $1,397,000 | 165 |
| Number of Managed Accounts | $1,376,000 | 122 |
| Number of Non-Managed Accounts | $21,000 | 684 |
| Total fiduciary and related assets | $588,253,000 | 246 |
| Managed Assets ($) | $584,678,000 | 192 |
| Non-managed Assets ($) | $3,575,000 | 754 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,072,000 | 147 |
| 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 | $1,423,000 | 154 |
| Number of Managed Accounts | $1,395,000 | 116 |
| Number of Non-Managed Accounts | $28,000 | 299 |
| Total fiduciary and related assets | $580,073,000 | 242 |
| Managed Assets ($) | $578,094,000 | 184 |
| Non-managed Assets ($) | $1,979,000 | 371 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,347,000 | 144 |
| 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 | $1,443,000 | 148 |
| Number of Managed Accounts | $1,404,000 | 114 |
| Number of Non-Managed Accounts | $39,000 | 284 |
| Total fiduciary and related assets | $562,637,000 | 244 |
| Managed Assets ($) | $559,603,000 | 181 |
| Non-managed Assets ($) | $3,034,000 | 369 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,685,000 | 139 |
| 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 | $1,450,000 | 151 |
| Number of Managed Accounts | $1,419,000 | 111 |
| Number of Non-Managed Accounts | $31,000 | 298 |
| Total fiduciary and related assets | $632,024,000 | 222 |
| Managed Assets ($) | $627,889,000 | 169 |
| Non-managed Assets ($) | $4,135,000 | 366 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,816,000 | 138 |
| 2012-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,460,000 | 156 |
| Number of Managed Accounts | $1,436,000 | 109 |
| Number of Non-Managed Accounts | $24,000 | 665 |
| Total fiduciary and related assets | $629,747,000 | 213 |
| Managed Assets ($) | $624,529,000 | 169 |
| Non-managed Assets ($) | $5,218,000 | 716 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,061,000 | 140 |
| 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 | $1,452,000 | 148 |
| Number of Managed Accounts | $1,429,000 | 110 |
| Number of Non-Managed Accounts | $23,000 | 305 |
| Total fiduciary and related assets | $635,591,000 | 211 |
| Managed Assets ($) | $630,703,000 | 166 |
| Non-managed Assets ($) | $4,888,000 | 350 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,256,000 | 141 |
| 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 | $1,421,000 | 150 |
| Number of Managed Accounts | $1,402,000 | 109 |
| Number of Non-Managed Accounts | $19,000 | 315 |
| Total fiduciary and related assets | $603,594,000 | 212 |
| Managed Assets ($) | $597,473,000 | 162 |
| Non-managed Assets ($) | $6,121,000 | 343 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,484,000 | 144 |
| 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 | $1,406,000 | 150 |
| Number of Managed Accounts | $1,391,000 | 110 |
| Number of Non-Managed Accounts | $15,000 | 323 |
| Total fiduciary and related assets | $621,757,000 | 206 |
| Managed Assets ($) | $615,822,000 | 162 |
| Non-managed Assets ($) | $5,935,000 | 343 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,730,000 | 139 |
| 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 | $1,404,000 | 156 |
| Number of Managed Accounts | $1,392,000 | 113 |
| Number of Non-Managed Accounts | $12,000 | 824 |
| Total fiduciary and related assets | $565,539,000 | 215 |
| Managed Assets ($) | $560,698,000 | 168 |
| Non-managed Assets ($) | $4,841,000 | 720 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2011-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,385,000 | 151 |
| Number of Managed Accounts | $1,348,000 | 118 |
| Number of Non-Managed Accounts | $37,000 | 288 |
| Total fiduciary and related assets | $539,392,000 | 217 |
| Managed Assets ($) | $534,602,000 | 167 |
| Non-managed Assets ($) | $4,790,000 | 355 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2011-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,393,000 | 150 |
| Number of Managed Accounts | $1,357,000 | 118 |
| Number of Non-Managed Accounts | $36,000 | 293 |
| Total fiduciary and related assets | $565,798,000 | 219 |
| Managed Assets ($) | $560,995,000 | 167 |
| Non-managed Assets ($) | $4,803,000 | 363 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2011-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,394,000 | 148 |
| Number of Managed Accounts | $1,357,000 | 116 |
| Number of Non-Managed Accounts | $37,000 | 289 |
| Total fiduciary and related assets | $566,100,000 | 220 |
| Managed Assets ($) | $561,061,000 | 167 |
| Non-managed Assets ($) | $5,039,000 | 361 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2010-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,415,000 | 153 |
| Number of Managed Accounts | $1,380,000 | 113 |
| Number of Non-Managed Accounts | $35,000 | 602 |
| Total fiduciary and related assets | $557,664,000 | 221 |
| Managed Assets ($) | $551,156,000 | 166 |
| Non-managed Assets ($) | $6,508,000 | 699 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2010-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,413,000 | 148 |
| Number of Managed Accounts | $1,378,000 | 111 |
| Number of Non-Managed Accounts | $35,000 | 289 |
| Total fiduciary and related assets | $533,596,000 | 226 |
| Managed Assets ($) | $526,867,000 | 167 |
| Non-managed Assets ($) | $6,729,000 | 351 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2010-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,444,000 | 146 |
| Number of Managed Accounts | $1,408,000 | 107 |
| Number of Non-Managed Accounts | $36,000 | 290 |
| Total fiduciary and related assets | $500,326,000 | 227 |
| Managed Assets ($) | $493,764,000 | 171 |
| Non-managed Assets ($) | $6,562,000 | 355 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2010-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,463,000 | 143 |
| Number of Managed Accounts | $1,425,000 | 107 |
| Number of Non-Managed Accounts | $38,000 | 288 |
| Total fiduciary and related assets | $521,950,000 | 234 |
| Managed Assets ($) | $516,425,000 | 173 |
| Non-managed Assets ($) | $5,525,000 | 363 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2009-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,457,000 | 155 |
| Number of Managed Accounts | $1,419,000 | 110 |
| Number of Non-Managed Accounts | $38,000 | 590 |
| Total fiduciary and related assets | $516,476,000 | 232 |
| Managed Assets ($) | $508,937,000 | 179 |
| Non-managed Assets ($) | $7,539,000 | 678 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2009-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,423,000 | 146 |
| Number of Managed Accounts | $1,423,000 | 105 |
| Number of Non-Managed Accounts | $0 | 386 |
| Total fiduciary and related assets | $511,893,000 | 228 |
| Managed Assets ($) | $511,893,000 | 178 |
| Non-managed Assets ($) | $0 | 385 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2009-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,414,000 | 148 |
| Number of Managed Accounts | $1,414,000 | 109 |
| Number of Non-Managed Accounts | $0 | 393 |
| Total fiduciary and related assets | $473,589,000 | 233 |
| Managed Assets ($) | $473,589,000 | 179 |
| Non-managed Assets ($) | $0 | 391 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2009-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,477,000 | 141 |
| Number of Managed Accounts | $1,477,000 | 101 |
| Number of Non-Managed Accounts | $0 | 393 |
| Total fiduciary and related assets | $429,307,000 | 240 |
| Managed Assets ($) | $429,307,000 | 183 |
| Non-managed Assets ($) | $0 | 392 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2008-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,446,000 | 156 |
| Number of Managed Accounts | $1,446,000 | 106 |
| Number of Non-Managed Accounts | $0 | 1,251 |
| Total fiduciary and related assets | $444,918,000 | 245 |
| Managed Assets ($) | $444,918,000 | 184 |
| Non-managed Assets ($) | $0 | 1,241 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2008-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,445,000 | 145 |
| Number of Managed Accounts | $1,445,000 | 104 |
| Number of Non-Managed Accounts | $0 | 421 |
| Total fiduciary and related assets | $494,605,000 | 240 |
| Managed Assets ($) | $494,605,000 | 182 |
| Non-managed Assets ($) | $0 | 420 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2008-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,401,000 | 151 |
| Number of Managed Accounts | $1,401,000 | 114 |
| Number of Non-Managed Accounts | $0 | 427 |
| Total fiduciary and related assets | $530,338,000 | 241 |
| Managed Assets ($) | $530,338,000 | 181 |
| Non-managed Assets ($) | $0 | 426 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2008-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,377,000 | 157 |
| Number of Managed Accounts | $1,377,000 | 117 |
| Number of Non-Managed Accounts | $0 | 433 |
| Total fiduciary and related assets | $521,052,000 | 251 |
| Managed Assets ($) | $521,052,000 | 190 |
| Non-managed Assets ($) | $0 | 431 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2007-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,333,000 | 173 |
| Number of Managed Accounts | $1,333,000 | 124 |
| Number of Non-Managed Accounts | $0 | 1,300 |
| Total fiduciary and related assets | $511,867,000 | 259 |
| Managed Assets ($) | $511,867,000 | 195 |
| Non-managed Assets ($) | $0 | 1,291 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2007-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,296,000 | 164 |
| Number of Managed Accounts | $1,296,000 | 124 |
| Number of Non-Managed Accounts | $0 | 417 |
| Total fiduciary and related assets | $487,634,000 | 263 |
| Managed Assets ($) | $487,634,000 | 203 |
| Non-managed Assets ($) | $0 | 416 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2007-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,256,000 | 171 |
| Number of Managed Accounts | $1,256,000 | 130 |
| Number of Non-Managed Accounts | $0 | 422 |
| Total fiduciary and related assets | $467,579,000 | 279 |
| Managed Assets ($) | $467,579,000 | 212 |
| Non-managed Assets ($) | $0 | 421 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2007-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,211,000 | 176 |
| Number of Managed Accounts | $1,211,000 | 132 |
| Number of Non-Managed Accounts | $0 | 425 |
| Total fiduciary and related assets | $463,626,000 | 274 |
| Managed Assets ($) | $463,626,000 | 208 |
| Non-managed Assets ($) | $0 | 424 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2006-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,159,000 | 196 |
| Number of Managed Accounts | $1,159,000 | 141 |
| Number of Non-Managed Accounts | $0 | 1,332 |
| Total fiduciary and related assets | $435,643,000 | 282 |
| Managed Assets ($) | $435,643,000 | 215 |
| Non-managed Assets ($) | $0 | 1,321 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2006-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,158,000 | 185 |
| Number of Managed Accounts | $1,158,000 | 144 |
| Number of Non-Managed Accounts | $0 | 409 |
| Total fiduciary and related assets | $404,401,000 | 292 |
| Managed Assets ($) | $404,401,000 | 226 |
| Non-managed Assets ($) | $0 | 408 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2006-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,115,000 | 192 |
| Number of Managed Accounts | $1,115,000 | 150 |
| Number of Non-Managed Accounts | $0 | 412 |
| Total fiduciary and related assets | $382,207,000 | 298 |
| Managed Assets ($) | $382,207,000 | 235 |
| Non-managed Assets ($) | $0 | 411 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2006-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,087,000 | 194 |
| Number of Managed Accounts | $1,087,000 | 154 |
| Number of Non-Managed Accounts | $0 | 423 |
| Total fiduciary and related assets | $376,517,000 | 304 |
| Managed Assets ($) | $376,517,000 | 236 |
| Non-managed Assets ($) | $0 | 422 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2005-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,036,000 | 215 |
| Number of Managed Accounts | $1,036,000 | 158 |
| Number of Non-Managed Accounts | $0 | 1,373 |
| Total fiduciary and related assets | $342,277,000 | 314 |
| Managed Assets ($) | $342,277,000 | 244 |
| Non-managed Assets ($) | $0 | 1,365 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2005-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,011,000 | 194 |
| Number of Managed Accounts | $1,011,000 | 154 |
| Number of Non-Managed Accounts | $0 | 414 |
| Total fiduciary and related assets | $325,081,000 | 315 |
| Managed Assets ($) | $325,081,000 | 250 |
| Non-managed Assets ($) | $0 | 412 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2005-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,034,000 | 196 |
| Number of Managed Accounts | $1,034,000 | 155 |
| Number of Non-Managed Accounts | $0 | 431 |
| Total fiduciary and related assets | $300,731,000 | 330 |
| Managed Assets ($) | $300,731,000 | 254 |
| Non-managed Assets ($) | $0 | 429 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2005-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $979,000 | 205 |
| Number of Managed Accounts | $979,000 | 157 |
| Number of Non-Managed Accounts | $0 | 433 |
| Total fiduciary and related assets | $287,081,000 | 335 |
| Managed Assets ($) | $287,081,000 | 267 |
| Non-managed Assets ($) | $0 | 431 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2004-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $953,000 | 227 |
| Number of Managed Accounts | $953,000 | 163 |
| Number of Non-Managed Accounts | $0 | 1,368 |
| Total fiduciary and related assets | $284,027,000 | 343 |
| Managed Assets ($) | $284,027,000 | 271 |
| Non-managed Assets ($) | $0 | 1,358 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2004-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $939,000 | 212 |
| Number of Managed Accounts | $939,000 | 165 |
| Number of Non-Managed Accounts | $0 | 423 |
| Total fiduciary and related assets | $262,153,000 | 349 |
| Managed Assets ($) | $262,153,000 | 274 |
| Non-managed Assets ($) | $0 | 421 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2004-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $916,000 | 222 |
| Number of Managed Accounts | $916,000 | 169 |
| Number of Non-Managed Accounts | $0 | 432 |
| Total fiduciary and related assets | $247,715,000 | 355 |
| Managed Assets ($) | $247,715,000 | 279 |
| Non-managed Assets ($) | $0 | 429 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2004-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $842,000 | 238 |
| Number of Managed Accounts | $842,000 | 181 |
| Number of Non-Managed Accounts | $0 | 438 |
| Total fiduciary and related assets | $244,834,000 | 365 |
| Managed Assets ($) | $244,834,000 | 290 |
| Non-managed Assets ($) | $0 | 436 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2003-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $866,000 | 265 |
| Number of Managed Accounts | $866,000 | 189 |
| Number of Non-Managed Accounts | $0 | 1,417 |
| Total fiduciary and related assets | $226,477,000 | 394 |
| Managed Assets ($) | $226,477,000 | 308 |
| Non-managed Assets ($) | $0 | 1,404 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $822,000 | 253 |
| Number of Managed Accounts | $822,000 | 190 |
| Number of Non-Managed Accounts | $0 | 446 |
| Total fiduciary and related assets | $199,214,000 | 379 |
| Managed Assets ($) | $199,214,000 | 311 |
| Non-managed Assets ($) | $0 | 445 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $813,000 | 260 |
| Number of Managed Accounts | $813,000 | 191 |
| Number of Non-Managed Accounts | $0 | 448 |
| Total fiduciary and related assets | $185,902,000 | 381 |
| Managed Assets ($) | $185,902,000 | 321 |
| Non-managed Assets ($) | $0 | 447 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $824,000 | 261 |
| Number of Managed Accounts | $824,000 | 195 |
| Number of Non-Managed Accounts | $0 | 460 |
| Total fiduciary and related assets | $168,603,000 | 395 |
| Managed Assets ($) | $168,603,000 | 339 |
| Non-managed Assets ($) | $0 | 458 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $780,000 | 302 |
| Number of Managed Accounts | $780,000 | 220 |
| Number of Non-Managed Accounts | $0 | 1,465 |
| Total fiduciary and related assets | $165,993,000 | 445 |
| Managed Assets ($) | $165,993,000 | 372 |
| Non-managed Assets ($) | $0 | 1,452 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2001-12-31 | 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 | 1,869 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1,865 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | NA | NA |
| 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 |