Home > Tompkins Community Bank > Fiduciary and Related Services
Tompkins Community Bank, Fiduciary and Related Services
| 2023-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 4 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,006,000 | 102 |
| Number of Managed Accounts | $2,987,000 | 75 |
| Number of Non-Managed Accounts | $19,000 | 536 |
| Total fiduciary and related assets | $1,917,718,000 | 186 |
| Managed Assets ($) | $1,885,054,000 | 143 |
| Non-managed Assets ($) | $32,664,000 | 403 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,270,000 | 146 |
| 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 | $2,729,000 | 107 |
| Number of Managed Accounts | $2,710,000 | 81 |
| Number of Non-Managed Accounts | $19,000 | 304 |
| Total fiduciary and related assets | $1,642,545,000 | 195 |
| Managed Assets ($) | $1,611,394,000 | 150 |
| Non-managed Assets ($) | $31,151,000 | 290 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,494,000 | 145 |
| 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 | $2,628,000 | 109 |
| Number of Managed Accounts | $2,609,000 | 81 |
| Number of Non-Managed Accounts | $19,000 | 360 |
| Total fiduciary and related assets | $1,596,105,000 | 196 |
| Managed Assets ($) | $1,563,427,000 | 155 |
| Non-managed Assets ($) | $32,678,000 | 337 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,072,000 | 142 |
| 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 | $2,599,000 | 117 |
| Number of Managed Accounts | $2,580,000 | 88 |
| Number of Non-Managed Accounts | $19,000 | 316 |
| Total fiduciary and related assets | $1,566,867,000 | 200 |
| Managed Assets ($) | $1,533,834,000 | 161 |
| Non-managed Assets ($) | $33,033,000 | 294 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,435,000 | 148 |
| 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 | $2,615,000 | 113 |
| Number of Managed Accounts | $2,595,000 | 88 |
| Number of Non-Managed Accounts | $20,000 | 558 |
| Total fiduciary and related assets | $1,510,799,000 | 202 |
| Managed Assets ($) | $1,478,523,000 | 164 |
| Non-managed Assets ($) | $32,276,000 | 414 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,016,000 | 151 |
| 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 | $2,656,000 | 110 |
| Number of Managed Accounts | $2,636,000 | 86 |
| Number of Non-Managed Accounts | $20,000 | 322 |
| Total fiduciary and related assets | $1,421,828,000 | 203 |
| Managed Assets ($) | $1,383,393,000 | 164 |
| Non-managed Assets ($) | $38,435,000 | 298 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,834,000 | 152 |
| 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 | $2,590,000 | 100 |
| Number of Managed Accounts | $2,569,000 | 81 |
| Number of Non-Managed Accounts | $21,000 | 332 |
| Total fiduciary and related assets | $1,417,924,000 | 172 |
| Managed Assets ($) | $1,377,840,000 | 143 |
| Non-managed Assets ($) | $40,084,000 | 302 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,625,000 | 129 |
| 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 | $2,561,000 | 103 |
| Number of Managed Accounts | $2,540,000 | 83 |
| Number of Non-Managed Accounts | $21,000 | 286 |
| Total fiduciary and related assets | $1,573,092,000 | 173 |
| Managed Assets ($) | $1,528,000,000 | 144 |
| Non-managed Assets ($) | $45,092,000 | 258 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,503,000 | 121 |
| 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 | $2,455,000 | 104 |
| Number of Managed Accounts | $2,435,000 | 87 |
| Number of Non-Managed Accounts | $20,000 | 538 |
| Total fiduciary and related assets | $1,720,607,000 | 175 |
| Managed Assets ($) | $1,673,587,000 | 141 |
| Non-managed Assets ($) | $47,020,000 | 345 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,919,000 | 120 |
| 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 | $2,431,000 | 106 |
| Number of Managed Accounts | $2,416,000 | 89 |
| Number of Non-Managed Accounts | $15,000 | 294 |
| Total fiduciary and related assets | $1,745,441,000 | 168 |
| Managed Assets ($) | $1,721,242,000 | 136 |
| Non-managed Assets ($) | $24,199,000 | 279 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,258,000 | 123 |
| 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 | $2,383,000 | 107 |
| Number of Managed Accounts | $2,374,000 | 92 |
| Number of Non-Managed Accounts | $9,000 | 359 |
| Total fiduciary and related assets | $1,743,409,000 | 169 |
| Managed Assets ($) | $1,721,955,000 | 136 |
| Non-managed Assets ($) | $21,454,000 | 331 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,723,000 | 122 |
| 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 | $2,381,000 | 107 |
| Number of Managed Accounts | $2,371,000 | 93 |
| Number of Non-Managed Accounts | $10,000 | 304 |
| Total fiduciary and related assets | $1,721,007,000 | 168 |
| Managed Assets ($) | $1,698,435,000 | 130 |
| Non-managed Assets ($) | $22,572,000 | 278 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,378,000 | 122 |
| 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 | $2,383,000 | 110 |
| Number of Managed Accounts | $2,375,000 | 91 |
| Number of Non-Managed Accounts | $8,000 | 664 |
| Total fiduciary and related assets | $1,684,586,000 | 169 |
| Managed Assets ($) | $1,666,294,000 | 130 |
| Non-managed Assets ($) | $18,292,000 | 446 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,692,000 | 123 |
| 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 | $2,326,000 | 106 |
| Number of Managed Accounts | $2,317,000 | 91 |
| Number of Non-Managed Accounts | $9,000 | 309 |
| Total fiduciary and related assets | $1,582,104,000 | 161 |
| Managed Assets ($) | $1,532,772,000 | 129 |
| Non-managed Assets ($) | $49,332,000 | 254 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,831,000 | 128 |
| 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 | $2,301,000 | 112 |
| Number of Managed Accounts | $2,292,000 | 94 |
| Number of Non-Managed Accounts | $9,000 | 357 |
| Total fiduciary and related assets | $1,471,516,000 | 169 |
| Managed Assets ($) | $1,422,993,000 | 136 |
| Non-managed Assets ($) | $48,523,000 | 288 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,749,000 | 128 |
| 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 | $2,325,000 | 111 |
| Number of Managed Accounts | $2,316,000 | 94 |
| Number of Non-Managed Accounts | $9,000 | 308 |
| Total fiduciary and related assets | $1,370,382,000 | 163 |
| Managed Assets ($) | $1,323,718,000 | 135 |
| Non-managed Assets ($) | $46,664,000 | 253 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,948,000 | 129 |
| 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 | $2,225,000 | 118 |
| Number of Managed Accounts | $2,216,000 | 99 |
| Number of Non-Managed Accounts | $9,000 | 669 |
| Total fiduciary and related assets | $1,527,999,000 | 168 |
| Managed Assets ($) | $1,478,847,000 | 133 |
| Non-managed Assets ($) | $49,152,000 | 329 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,484,000 | 129 |
| 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 | $2,181,000 | 119 |
| Number of Managed Accounts | $2,172,000 | 99 |
| Number of Non-Managed Accounts | $9,000 | 312 |
| Total fiduciary and related assets | $1,465,113,000 | 168 |
| Managed Assets ($) | $1,416,697,000 | 136 |
| Non-managed Assets ($) | $48,416,000 | 259 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,428,000 | 130 |
| 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 | $2,161,000 | 119 |
| Number of Managed Accounts | $2,152,000 | 100 |
| Number of Non-Managed Accounts | $9,000 | 344 |
| Total fiduciary and related assets | $1,398,920,000 | 170 |
| Managed Assets ($) | $1,382,330,000 | 138 |
| Non-managed Assets ($) | $16,590,000 | 319 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,504,000 | 131 |
| 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 | $2,144,000 | 122 |
| Number of Managed Accounts | $2,134,000 | 101 |
| Number of Non-Managed Accounts | $10,000 | 347 |
| Total fiduciary and related assets | $1,374,908,000 | 172 |
| Managed Assets ($) | $1,358,261,000 | 137 |
| Non-managed Assets ($) | $16,647,000 | 325 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,853,000 | 128 |
| 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 | $2,107,000 | 124 |
| Number of Managed Accounts | $2,097,000 | 102 |
| Number of Non-Managed Accounts | $10,000 | 678 |
| Total fiduciary and related assets | $1,256,721,000 | 174 |
| Managed Assets ($) | $1,241,251,000 | 139 |
| Non-managed Assets ($) | $15,470,000 | 483 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,877,000 | 128 |
| 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 | $2,123,000 | 120 |
| Number of Managed Accounts | $2,109,000 | 96 |
| Number of Non-Managed Accounts | $14,000 | 339 |
| Total fiduciary and related assets | $1,347,187,000 | 172 |
| Managed Assets ($) | $1,298,348,000 | 141 |
| Non-managed Assets ($) | $48,839,000 | 289 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,139,000 | 134 |
| 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 | $2,115,000 | 118 |
| Number of Managed Accounts | $2,100,000 | 95 |
| Number of Non-Managed Accounts | $15,000 | 338 |
| Total fiduciary and related assets | $1,316,606,000 | 174 |
| Managed Assets ($) | $1,253,377,000 | 140 |
| Non-managed Assets ($) | $63,229,000 | 274 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,394,000 | 133 |
| 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 | $2,097,000 | 121 |
| Number of Managed Accounts | $2,081,000 | 98 |
| Number of Non-Managed Accounts | $16,000 | 336 |
| Total fiduciary and related assets | $1,306,164,000 | 174 |
| Managed Assets ($) | $1,224,178,000 | 139 |
| Non-managed Assets ($) | $81,986,000 | 255 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,813,000 | 129 |
| 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 | $2,061,000 | 122 |
| Number of Managed Accounts | $2,045,000 | 100 |
| Number of Non-Managed Accounts | $16,000 | 624 |
| Total fiduciary and related assets | $1,274,832,000 | 175 |
| Managed Assets ($) | $1,192,321,000 | 142 |
| Non-managed Assets ($) | $82,511,000 | 265 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,032,000 | 131 |
| 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 | $2,028,000 | 122 |
| Number of Managed Accounts | $2,017,000 | 101 |
| Number of Non-Managed Accounts | $11,000 | 339 |
| Total fiduciary and related assets | $1,230,766,000 | 177 |
| Managed Assets ($) | $1,146,253,000 | 143 |
| Non-managed Assets ($) | $84,513,000 | 242 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,343,000 | 131 |
| 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 | $2,032,000 | 116 |
| Number of Managed Accounts | $2,019,000 | 96 |
| Number of Non-Managed Accounts | $13,000 | 335 |
| Total fiduciary and related assets | $1,193,426,000 | 172 |
| Managed Assets ($) | $1,102,347,000 | 142 |
| Non-managed Assets ($) | $91,079,000 | 238 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,914,000 | 131 |
| 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 | $2,012,000 | 116 |
| Number of Managed Accounts | $1,994,000 | 95 |
| Number of Non-Managed Accounts | $18,000 | 325 |
| Total fiduciary and related assets | $1,187,109,000 | 170 |
| Managed Assets ($) | $1,095,239,000 | 139 |
| Non-managed Assets ($) | $91,870,000 | 235 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,434,000 | 132 |
| 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 | $2,000,000 | 118 |
| Number of Managed Accounts | $1,982,000 | 95 |
| Number of Non-Managed Accounts | $18,000 | 632 |
| Total fiduciary and related assets | $1,172,777,000 | 168 |
| Managed Assets ($) | $1,075,813,000 | 136 |
| Non-managed Assets ($) | $96,964,000 | 246 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,657,000 | 127 |
| 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 | $1,991,000 | 116 |
| Number of Managed Accounts | $1,973,000 | 95 |
| Number of Non-Managed Accounts | $18,000 | 332 |
| Total fiduciary and related assets | $1,168,129,000 | 171 |
| Managed Assets ($) | $1,064,223,000 | 135 |
| Non-managed Assets ($) | $103,906,000 | 230 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,182,000 | 126 |
| 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 | $2,018,000 | 116 |
| Number of Managed Accounts | $2,000,000 | 96 |
| Number of Non-Managed Accounts | $18,000 | 336 |
| Total fiduciary and related assets | $1,149,239,000 | 171 |
| Managed Assets ($) | $1,044,826,000 | 136 |
| Non-managed Assets ($) | $104,413,000 | 230 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,826,000 | 126 |
| 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 | $2,010,000 | 116 |
| Number of Managed Accounts | $1,992,000 | 96 |
| Number of Non-Managed Accounts | $18,000 | 335 |
| Total fiduciary and related assets | $1,138,489,000 | 172 |
| Managed Assets ($) | $1,036,488,000 | 136 |
| Non-managed Assets ($) | $102,001,000 | 226 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,418,000 | 125 |
| 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 | $2,038,000 | 116 |
| Number of Managed Accounts | $2,020,000 | 91 |
| Number of Non-Managed Accounts | $18,000 | 659 |
| Total fiduciary and related assets | $1,129,953,000 | 173 |
| Managed Assets ($) | $1,029,812,000 | 135 |
| Non-managed Assets ($) | $100,141,000 | 236 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,404,000 | 128 |
| 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 | $2,029,000 | 115 |
| Number of Managed Accounts | $2,011,000 | 92 |
| Number of Non-Managed Accounts | $18,000 | 334 |
| Total fiduciary and related assets | $1,116,499,000 | 174 |
| Managed Assets ($) | $1,020,376,000 | 133 |
| Non-managed Assets ($) | $96,123,000 | 229 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,019,000 | 130 |
| 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 | $2,048,000 | 115 |
| Number of Managed Accounts | $2,031,000 | 90 |
| Number of Non-Managed Accounts | $17,000 | 340 |
| Total fiduciary and related assets | $1,168,162,000 | 171 |
| Managed Assets ($) | $1,068,275,000 | 133 |
| Non-managed Assets ($) | $99,887,000 | 225 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,799,000 | 133 |
| 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 | $2,004,000 | 116 |
| Number of Managed Accounts | $1,984,000 | 92 |
| Number of Non-Managed Accounts | $20,000 | 337 |
| Total fiduciary and related assets | $1,175,466,000 | 171 |
| Managed Assets ($) | $1,075,192,000 | 134 |
| Non-managed Assets ($) | $100,274,000 | 228 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,457,000 | 128 |
| 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 | $1,982,000 | 120 |
| Number of Managed Accounts | $1,962,000 | 95 |
| Number of Non-Managed Accounts | $20,000 | 676 |
| Total fiduciary and related assets | $1,170,290,000 | 168 |
| Managed Assets ($) | $1,069,635,000 | 134 |
| Non-managed Assets ($) | $100,655,000 | 238 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,592,000 | 136 |
| 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 | $1,839,000 | 122 |
| Number of Managed Accounts | $1,819,000 | 99 |
| Number of Non-Managed Accounts | $20,000 | 336 |
| Total fiduciary and related assets | $1,101,775,000 | 172 |
| Managed Assets ($) | $1,004,283,000 | 135 |
| Non-managed Assets ($) | $97,492,000 | 233 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,296,000 | 134 |
| 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 | $1,829,000 | 121 |
| Number of Managed Accounts | $1,809,000 | 98 |
| Number of Non-Managed Accounts | $20,000 | 331 |
| Total fiduciary and related assets | $1,097,788,000 | 170 |
| Managed Assets ($) | $1,001,197,000 | 134 |
| Non-managed Assets ($) | $96,591,000 | 229 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,276,000 | 134 |
| 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 | $1,825,000 | 123 |
| Number of Managed Accounts | $1,804,000 | 99 |
| Number of Non-Managed Accounts | $21,000 | 334 |
| Total fiduciary and related assets | $1,086,428,000 | 166 |
| Managed Assets ($) | $992,316,000 | 132 |
| Non-managed Assets ($) | $94,112,000 | 232 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,188,000 | 133 |
| 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 | $1,835,000 | 126 |
| Number of Managed Accounts | $1,813,000 | 98 |
| Number of Non-Managed Accounts | $22,000 | 669 |
| Total fiduciary and related assets | $1,069,981,000 | 165 |
| Managed Assets ($) | $975,847,000 | 133 |
| Non-managed Assets ($) | $94,134,000 | 245 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,069,000 | 136 |
| 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 | $1,824,000 | 120 |
| Number of Managed Accounts | $1,799,000 | 95 |
| Number of Non-Managed Accounts | $25,000 | 307 |
| Total fiduciary and related assets | $1,014,223,000 | 165 |
| Managed Assets ($) | $923,877,000 | 132 |
| Non-managed Assets ($) | $90,346,000 | 229 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,947,000 | 136 |
| 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 | $1,798,000 | 123 |
| Number of Managed Accounts | $1,773,000 | 96 |
| Number of Non-Managed Accounts | $25,000 | 309 |
| Total fiduciary and related assets | $979,616,000 | 161 |
| Managed Assets ($) | $890,305,000 | 134 |
| Non-managed Assets ($) | $89,311,000 | 233 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,959,000 | 135 |
| 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 | $1,785,000 | 126 |
| Number of Managed Accounts | $1,760,000 | 96 |
| Number of Non-Managed Accounts | $25,000 | 308 |
| Total fiduciary and related assets | $994,560,000 | 163 |
| Managed Assets ($) | $903,283,000 | 133 |
| Non-managed Assets ($) | $91,277,000 | 234 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,024,000 | 134 |
| 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 | $1,798,000 | 131 |
| Number of Managed Accounts | $1,768,000 | 94 |
| Number of Non-Managed Accounts | $30,000 | 601 |
| Total fiduciary and related assets | $956,570,000 | 164 |
| Managed Assets ($) | $869,194,000 | 134 |
| Non-managed Assets ($) | $87,376,000 | 252 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,557,000 | 133 |
| 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 | $1,788,000 | 124 |
| Number of Managed Accounts | $1,758,000 | 93 |
| Number of Non-Managed Accounts | $30,000 | 289 |
| Total fiduciary and related assets | $959,055,000 | 159 |
| Managed Assets ($) | $868,527,000 | 132 |
| Non-managed Assets ($) | $90,528,000 | 223 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,484,000 | 134 |
| 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 | $1,808,000 | 119 |
| Number of Managed Accounts | $1,776,000 | 91 |
| Number of Non-Managed Accounts | $32,000 | 290 |
| Total fiduciary and related assets | $930,130,000 | 161 |
| Managed Assets ($) | $838,793,000 | 130 |
| Non-managed Assets ($) | $91,337,000 | 220 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,594,000 | 138 |
| 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 | $1,801,000 | 121 |
| Number of Managed Accounts | $1,768,000 | 90 |
| Number of Non-Managed Accounts | $33,000 | 281 |
| Total fiduciary and related assets | $946,027,000 | 157 |
| Managed Assets ($) | $852,882,000 | 131 |
| Non-managed Assets ($) | $93,145,000 | 210 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,779,000 | 137 |
| 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 | $1,804,000 | 122 |
| Number of Managed Accounts | $1,768,000 | 90 |
| Number of Non-Managed Accounts | $36,000 | 561 |
| Total fiduciary and related assets | $890,782,000 | 159 |
| Managed Assets ($) | $799,739,000 | 133 |
| Non-managed Assets ($) | $91,043,000 | 236 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,899,000 | 121 |
| 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 | $1,863,000 | 113 |
| Number of Managed Accounts | $1,823,000 | 86 |
| Number of Non-Managed Accounts | $40,000 | 282 |
| Total fiduciary and related assets | $876,637,000 | 159 |
| Managed Assets ($) | $790,420,000 | 135 |
| Non-managed Assets ($) | $86,217,000 | 211 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,170,000 | 125 |
| 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 | $1,891,000 | 114 |
| Number of Managed Accounts | $1,851,000 | 88 |
| Number of Non-Managed Accounts | $40,000 | 281 |
| Total fiduciary and related assets | $947,670,000 | 159 |
| Managed Assets ($) | $854,391,000 | 136 |
| Non-managed Assets ($) | $93,279,000 | 215 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,531,000 | 125 |
| 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 | $1,896,000 | 109 |
| Number of Managed Accounts | $1,862,000 | 83 |
| Number of Non-Managed Accounts | $34,000 | 295 |
| Total fiduciary and related assets | $936,720,000 | 161 |
| Managed Assets ($) | $860,486,000 | 134 |
| Non-managed Assets ($) | $76,234,000 | 226 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,778,000 | 122 |
| 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 | $1,866,000 | 114 |
| Number of Managed Accounts | $1,833,000 | 84 |
| Number of Non-Managed Accounts | $33,000 | 619 |
| Total fiduciary and related assets | $911,213,000 | 165 |
| Managed Assets ($) | $832,419,000 | 136 |
| Non-managed Assets ($) | $78,794,000 | 251 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,295,000 | 126 |
| 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 | $1,846,000 | 108 |
| Number of Managed Accounts | $1,816,000 | 82 |
| Number of Non-Managed Accounts | $30,000 | 296 |
| Total fiduciary and related assets | $839,845,000 | 166 |
| Managed Assets ($) | $806,807,000 | 135 |
| Non-managed Assets ($) | $33,038,000 | 287 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,748,000 | 125 |
| 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 | $1,872,000 | 110 |
| Number of Managed Accounts | $1,840,000 | 81 |
| Number of Non-Managed Accounts | $32,000 | 296 |
| Total fiduciary and related assets | $794,684,000 | 170 |
| Managed Assets ($) | $762,400,000 | 134 |
| Non-managed Assets ($) | $32,284,000 | 286 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,188,000 | 125 |
| 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 | $1,835,000 | 111 |
| Number of Managed Accounts | $1,805,000 | 85 |
| Number of Non-Managed Accounts | $30,000 | 304 |
| Total fiduciary and related assets | $831,450,000 | 171 |
| Managed Assets ($) | $794,634,000 | 134 |
| Non-managed Assets ($) | $36,816,000 | 280 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,653,000 | 122 |
| 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 | $1,819,000 | 125 |
| Number of Managed Accounts | $1,787,000 | 89 |
| Number of Non-Managed Accounts | $32,000 | 647 |
| Total fiduciary and related assets | $823,162,000 | 173 |
| Managed Assets ($) | $786,625,000 | 136 |
| Non-managed Assets ($) | $36,537,000 | 372 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,094,000 | 125 |
| 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 | $1,842,000 | 117 |
| Number of Managed Accounts | $1,807,000 | 87 |
| Number of Non-Managed Accounts | $35,000 | 281 |
| Total fiduciary and related assets | $858,730,000 | 166 |
| Managed Assets ($) | $769,576,000 | 136 |
| Non-managed Assets ($) | $89,154,000 | 215 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,552,000 | 123 |
| 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 | $1,857,000 | 115 |
| Number of Managed Accounts | $1,821,000 | 89 |
| Number of Non-Managed Accounts | $36,000 | 286 |
| Total fiduciary and related assets | $821,672,000 | 170 |
| Managed Assets ($) | $735,191,000 | 136 |
| Non-managed Assets ($) | $86,481,000 | 212 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,052,000 | 125 |
| 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 | $1,880,000 | 110 |
| Number of Managed Accounts | $1,843,000 | 88 |
| Number of Non-Managed Accounts | $37,000 | 282 |
| Total fiduciary and related assets | $880,077,000 | 163 |
| Managed Assets ($) | $800,964,000 | 121 |
| Non-managed Assets ($) | $79,113,000 | 213 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,480,000 | 125 |
| 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 | $1,867,000 | 128 |
| Number of Managed Accounts | $1,830,000 | 91 |
| Number of Non-Managed Accounts | $37,000 | 604 |
| Total fiduciary and related assets | $944,282,000 | 161 |
| Managed Assets ($) | $854,931,000 | 120 |
| Non-managed Assets ($) | $89,351,000 | 232 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,181,000 | 135 |
| 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 | $1,854,000 | 119 |
| Number of Managed Accounts | $1,814,000 | 90 |
| Number of Non-Managed Accounts | $40,000 | 296 |
| Total fiduciary and related assets | $1,019,448,000 | 163 |
| Managed Assets ($) | $923,713,000 | 122 |
| Non-managed Assets ($) | $95,735,000 | 218 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,634,000 | 139 |
| 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 | $1,837,000 | 123 |
| Number of Managed Accounts | $1,796,000 | 93 |
| Number of Non-Managed Accounts | $41,000 | 294 |
| Total fiduciary and related assets | $1,035,952,000 | 168 |
| Managed Assets ($) | $941,367,000 | 131 |
| Non-managed Assets ($) | $94,585,000 | 225 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,150,000 | 141 |
| 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 | $1,812,000 | 123 |
| Number of Managed Accounts | $1,769,000 | 92 |
| Number of Non-Managed Accounts | $43,000 | 294 |
| Total fiduciary and related assets | $1,063,342,000 | 174 |
| Managed Assets ($) | $956,471,000 | 135 |
| Non-managed Assets ($) | $106,871,000 | 220 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,665,000 | 133 |
| 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 | $1,822,000 | 130 |
| Number of Managed Accounts | $1,776,000 | 92 |
| Number of Non-Managed Accounts | $46,000 | 572 |
| Total fiduciary and related assets | $1,082,975,000 | 174 |
| Managed Assets ($) | $979,078,000 | 135 |
| Non-managed Assets ($) | $103,897,000 | 238 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,414,000 | 134 |
| 2007-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,819,000 | 118 |
| Number of Managed Accounts | $1,773,000 | 90 |
| Number of Non-Managed Accounts | $46,000 | 275 |
| Total fiduciary and related assets | $1,097,308,000 | 173 |
| Managed Assets ($) | $992,672,000 | 134 |
| Non-managed Assets ($) | $104,636,000 | 223 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,741,000 | 135 |
| 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 | $2,079,000 | 111 |
| Number of Managed Accounts | $2,031,000 | 81 |
| Number of Non-Managed Accounts | $48,000 | 285 |
| Total fiduciary and related assets | $1,075,499,000 | 181 |
| Managed Assets ($) | $973,844,000 | 139 |
| Non-managed Assets ($) | $101,655,000 | 231 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,034,000 | 142 |
| 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 | $2,078,000 | 109 |
| Number of Managed Accounts | $2,031,000 | 82 |
| Number of Non-Managed Accounts | $47,000 | 286 |
| Total fiduciary and related assets | $1,050,879,000 | 178 |
| Managed Assets ($) | $949,267,000 | 139 |
| Non-managed Assets ($) | $101,612,000 | 231 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,515,000 | 141 |
| 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 | $2,052,000 | 116 |
| Number of Managed Accounts | $2,003,000 | 84 |
| Number of Non-Managed Accounts | $49,000 | 560 |
| Total fiduciary and related assets | $1,040,033,000 | 176 |
| Managed Assets ($) | $937,361,000 | 137 |
| Non-managed Assets ($) | $102,672,000 | 250 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,825,000 | 138 |
| 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 | $2,016,000 | 119 |
| Number of Managed Accounts | $1,967,000 | 89 |
| Number of Non-Managed Accounts | $49,000 | 283 |
| Total fiduciary and related assets | $1,013,801,000 | 183 |
| Managed Assets ($) | $914,912,000 | 142 |
| Non-managed Assets ($) | $98,889,000 | 239 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,308,000 | 147 |
| 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 | $1,928,000 | 126 |
| Number of Managed Accounts | $1,876,000 | 97 |
| Number of Non-Managed Accounts | $52,000 | 288 |
| Total fiduciary and related assets | $967,352,000 | 192 |
| Managed Assets ($) | $867,946,000 | 148 |
| Non-managed Assets ($) | $99,406,000 | 246 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,907,000 | 153 |
| 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 | $1,933,000 | 126 |
| Number of Managed Accounts | $1,882,000 | 96 |
| Number of Non-Managed Accounts | $51,000 | 294 |
| Total fiduciary and related assets | $967,884,000 | 190 |
| Managed Assets ($) | $866,177,000 | 151 |
| Non-managed Assets ($) | $101,707,000 | 246 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,474,000 | 147 |
| 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 | $1,897,000 | 133 |
| Number of Managed Accounts | $1,846,000 | 99 |
| Number of Non-Managed Accounts | $51,000 | 572 |
| Total fiduciary and related assets | $957,194,000 | 192 |
| Managed Assets ($) | $861,370,000 | 149 |
| Non-managed Assets ($) | $95,824,000 | 258 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,278,000 | 153 |
| 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 | $1,842,000 | 123 |
| Number of Managed Accounts | $1,791,000 | 98 |
| Number of Non-Managed Accounts | $51,000 | 291 |
| Total fiduciary and related assets | $948,942,000 | 190 |
| Managed Assets ($) | $855,352,000 | 147 |
| Non-managed Assets ($) | $93,590,000 | 239 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,904,000 | 157 |
| 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 | $1,801,000 | 124 |
| Number of Managed Accounts | $1,751,000 | 97 |
| Number of Non-Managed Accounts | $50,000 | 296 |
| Total fiduciary and related assets | $921,731,000 | 187 |
| Managed Assets ($) | $830,410,000 | 146 |
| Non-managed Assets ($) | $91,321,000 | 237 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,667,000 | 151 |
| 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 | $1,744,000 | 132 |
| Number of Managed Accounts | $1,694,000 | 102 |
| Number of Non-Managed Accounts | $50,000 | 297 |
| Total fiduciary and related assets | $916,633,000 | 192 |
| Managed Assets ($) | $827,369,000 | 143 |
| Non-managed Assets ($) | $89,264,000 | 242 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,358,000 | 154 |
| 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 | $1,777,000 | 137 |
| Number of Managed Accounts | $1,724,000 | 102 |
| Number of Non-Managed Accounts | $53,000 | 578 |
| Total fiduciary and related assets | $933,200,000 | 188 |
| Managed Assets ($) | $839,080,000 | 141 |
| Non-managed Assets ($) | $94,120,000 | 263 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,225,000 | 150 |
| 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 | $1,746,000 | 130 |
| Number of Managed Accounts | $1,694,000 | 102 |
| Number of Non-Managed Accounts | $52,000 | 303 |
| Total fiduciary and related assets | $881,795,000 | 189 |
| Managed Assets ($) | $798,035,000 | 142 |
| Non-managed Assets ($) | $83,760,000 | 246 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,950,000 | 146 |
| 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 | $1,702,000 | 130 |
| Number of Managed Accounts | $1,646,000 | 104 |
| Number of Non-Managed Accounts | $56,000 | 306 |
| Total fiduciary and related assets | $895,886,000 | 189 |
| Managed Assets ($) | $806,323,000 | 140 |
| Non-managed Assets ($) | $89,563,000 | 247 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,672,000 | 150 |
| 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 | $1,706,000 | 132 |
| Number of Managed Accounts | $1,646,000 | 101 |
| Number of Non-Managed Accounts | $60,000 | 304 |
| Total fiduciary and related assets | $892,410,000 | 189 |
| Managed Assets ($) | $804,317,000 | 143 |
| Non-managed Assets ($) | $88,093,000 | 251 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,331,000 | 150 |
| 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 | $1,629,000 | 146 |
| Number of Managed Accounts | $1,567,000 | 115 |
| Number of Non-Managed Accounts | $62,000 | 558 |
| Total fiduciary and related assets | $886,515,000 | 189 |
| Managed Assets ($) | $799,678,000 | 142 |
| Non-managed Assets ($) | $86,837,000 | 278 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,337,000 | 165 |
| 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 | $1,587,000 | 146 |
| Number of Managed Accounts | $1,528,000 | 117 |
| Number of Non-Managed Accounts | $59,000 | 312 |
| Total fiduciary and related assets | $824,532,000 | 199 |
| Managed Assets ($) | $743,265,000 | 154 |
| Non-managed Assets ($) | $81,267,000 | 265 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,145,000 | 176 |
| 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 | $1,595,000 | 150 |
| Number of Managed Accounts | $1,536,000 | 120 |
| Number of Non-Managed Accounts | $59,000 | 319 |
| Total fiduciary and related assets | $819,127,000 | 204 |
| Managed Assets ($) | $742,835,000 | 154 |
| Non-managed Assets ($) | $76,292,000 | 273 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,051,000 | 184 |
| 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 | $1,583,000 | 157 |
| Number of Managed Accounts | $1,524,000 | 126 |
| Number of Non-Managed Accounts | $59,000 | 324 |
| Total fiduciary and related assets | $763,103,000 | 214 |
| Managed Assets ($) | $689,595,000 | 161 |
| Non-managed Assets ($) | $73,508,000 | 275 |
| Memoranda | ||
| Gross Fiduciary activities income | $993,000 | 191 |
| 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 | $1,577,000 | 167 |
| Number of Managed Accounts | $1,515,000 | 130 |
| Number of Non-Managed Accounts | $62,000 | 565 |
| Total fiduciary and related assets | $755,613,000 | 219 |
| Managed Assets ($) | $679,465,000 | 162 |
| Non-managed Assets ($) | $76,148,000 | 296 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,156,000 | 185 |
| 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 | $1,301,000 | 181 |
| Number of Managed Accounts | $1,236,000 | 137 |
| Number of Non-Managed Accounts | $65,000 | 524 |
| Total fiduciary and related assets | $771,471,000 | 198 |
| Managed Assets ($) | $694,953,000 | 155 |
| Non-managed Assets ($) | $76,518,000 | 276 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,777,000 | 170 |
| 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 | $4,677,000 | 174 |
| 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 | $4,131,000 | 216 |
| 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 | $3,811,000 | 226 |
| 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 | $3,158,000 | 258 |
| 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 | $2,660,000 | 307 |
| 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 | $2,290,000 | 354 |
| 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 | $2,205,000 | 350 |
| 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 | $2,104,000 | 368 |
| 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 | $1,775,000 | 412 |