Home > Valley National Bank > Fiduciary and Related Services
Valley National 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 | $150,000 | 592 |
| Number of Managed Accounts | $133,000 | 540 |
| Number of Non-Managed Accounts | $17,000 | 555 |
| Total fiduciary and related assets | $437,059,000 | 361 |
| Managed Assets ($) | $275,644,000 | 383 |
| Non-managed Assets ($) | $161,415,000 | 235 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,228,000 | 382 |
| 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 | $153,000 | 361 |
| Number of Managed Accounts | $135,000 | 340 |
| Number of Non-Managed Accounts | $18,000 | 311 |
| Total fiduciary and related assets | $413,133,000 | 325 |
| Managed Assets ($) | $261,979,000 | 327 |
| Non-managed Assets ($) | $151,154,000 | 209 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,691,000 | 382 |
| 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 | $157,000 | 430 |
| Number of Managed Accounts | $141,000 | 405 |
| Number of Non-Managed Accounts | $16,000 | 370 |
| Total fiduciary and related assets | $425,903,000 | 354 |
| Managed Assets ($) | $270,011,000 | 377 |
| Non-managed Assets ($) | $155,892,000 | 224 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,150,000 | 372 |
| 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 | $185,000 | 365 |
| Number of Managed Accounts | $169,000 | 341 |
| Number of Non-Managed Accounts | $16,000 | 323 |
| Total fiduciary and related assets | $443,088,000 | 317 |
| Managed Assets ($) | $336,163,000 | 315 |
| Non-managed Assets ($) | $106,925,000 | 238 |
| Memoranda | ||
| Gross Fiduciary activities income | $565,000 | 387 |
| 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 | $183,000 | 582 |
| Number of Managed Accounts | $165,000 | 526 |
| Number of Non-Managed Accounts | $18,000 | 576 |
| Total fiduciary and related assets | $399,892,000 | 372 |
| Managed Assets ($) | $297,268,000 | 368 |
| Non-managed Assets ($) | $102,624,000 | 278 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,214,000 | 400 |
| 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 | $184,000 | 379 |
| Number of Managed Accounts | $163,000 | 358 |
| Number of Non-Managed Accounts | $21,000 | 320 |
| Total fiduciary and related assets | $379,724,000 | 340 |
| Managed Assets ($) | $281,727,000 | 334 |
| Non-managed Assets ($) | $97,997,000 | 251 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,636,000 | 401 |
| 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 | $184,000 | 411 |
| Number of Managed Accounts | $163,000 | 390 |
| Number of Non-Managed Accounts | $21,000 | 332 |
| Total fiduciary and related assets | $391,091,000 | 328 |
| Managed Assets ($) | $284,846,000 | 330 |
| Non-managed Assets ($) | $106,245,000 | 230 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,119,000 | 358 |
| 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 | $192,000 | 343 |
| Number of Managed Accounts | $171,000 | 322 |
| Number of Non-Managed Accounts | $21,000 | 286 |
| Total fiduciary and related assets | $430,518,000 | 291 |
| Managed Assets ($) | $304,305,000 | 295 |
| Non-managed Assets ($) | $126,213,000 | 203 |
| Memoranda | ||
| Gross Fiduciary activities income | $604,000 | 344 |
| 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 | $197,000 | 534 |
| Number of Managed Accounts | $175,000 | 489 |
| Number of Non-Managed Accounts | $22,000 | 521 |
| Total fiduciary and related assets | $461,518,000 | 326 |
| Managed Assets ($) | $322,990,000 | 332 |
| Non-managed Assets ($) | $138,528,000 | 227 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,176,000 | 358 |
| 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 | $197,000 | 329 |
| Number of Managed Accounts | $175,000 | 312 |
| Number of Non-Managed Accounts | $22,000 | 280 |
| Total fiduciary and related assets | $444,783,000 | 291 |
| Managed Assets ($) | $303,676,000 | 295 |
| Non-managed Assets ($) | $141,107,000 | 202 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,663,000 | 354 |
| 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 | $195,000 | 391 |
| Number of Managed Accounts | $174,000 | 369 |
| Number of Non-Managed Accounts | $21,000 | 324 |
| Total fiduciary and related assets | $397,460,000 | 331 |
| Managed Assets ($) | $308,686,000 | 327 |
| Non-managed Assets ($) | $88,774,000 | 258 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,102,000 | 349 |
| 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 | $195,000 | 333 |
| Number of Managed Accounts | $174,000 | 313 |
| Number of Non-Managed Accounts | $21,000 | 284 |
| Total fiduciary and related assets | $390,420,000 | 301 |
| Managed Assets ($) | $308,489,000 | 292 |
| Non-managed Assets ($) | $81,931,000 | 231 |
| Memoranda | ||
| Gross Fiduciary activities income | $484,000 | 370 |
| 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 | $340,000 | 413 |
| Number of Managed Accounts | $300,000 | 377 |
| Number of Non-Managed Accounts | $40,000 | 431 |
| Total fiduciary and related assets | $428,297,000 | 319 |
| Managed Assets ($) | $309,537,000 | 323 |
| Non-managed Assets ($) | $118,760,000 | 229 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,878,000 | 365 |
| 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 | $202,000 | 332 |
| Number of Managed Accounts | $189,000 | 311 |
| Number of Non-Managed Accounts | $13,000 | 301 |
| Total fiduciary and related assets | $417,328,000 | 284 |
| Managed Assets ($) | $313,195,000 | 284 |
| Non-managed Assets ($) | $104,133,000 | 211 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,414,000 | 359 |
| 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 | $341,000 | 350 |
| Number of Managed Accounts | $318,000 | 328 |
| Number of Non-Managed Accounts | $23,000 | 319 |
| Total fiduciary and related assets | $359,584,000 | 330 |
| Managed Assets ($) | $303,108,000 | 314 |
| Non-managed Assets ($) | $56,476,000 | 275 |
| Memoranda | ||
| Gross Fiduciary activities income | $932,000 | 359 |
| 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 | $202,000 | 333 |
| Number of Managed Accounts | $188,000 | 313 |
| Number of Non-Managed Accounts | $14,000 | 299 |
| Total fiduciary and related assets | $332,365,000 | 301 |
| Managed Assets ($) | $280,908,000 | 282 |
| Non-managed Assets ($) | $51,457,000 | 241 |
| Memoranda | ||
| Gross Fiduciary activities income | $496,000 | 351 |
| 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 | $210,000 | 529 |
| Number of Managed Accounts | $194,000 | 472 |
| Number of Non-Managed Accounts | $16,000 | 596 |
| Total fiduciary and related assets | $335,929,000 | 348 |
| Managed Assets ($) | $329,367,000 | 305 |
| Non-managed Assets ($) | $6,562,000 | 570 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,912,000 | 357 |
| 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 | $214,000 | 334 |
| Number of Managed Accounts | $194,000 | 316 |
| Number of Non-Managed Accounts | $20,000 | 292 |
| Total fiduciary and related assets | $383,030,000 | 298 |
| Managed Assets ($) | $321,614,000 | 283 |
| Non-managed Assets ($) | $61,416,000 | 249 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,413,000 | 361 |
| 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 | $214,000 | 373 |
| Number of Managed Accounts | $193,000 | 352 |
| Number of Non-Managed Accounts | $21,000 | 315 |
| Total fiduciary and related assets | $389,864,000 | 318 |
| Managed Assets ($) | $320,782,000 | 303 |
| Non-managed Assets ($) | $69,082,000 | 265 |
| Memoranda | ||
| Gross Fiduciary activities income | $933,000 | 364 |
| 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 | $226,000 | 375 |
| Number of Managed Accounts | $204,000 | 354 |
| Number of Non-Managed Accounts | $22,000 | 319 |
| Total fiduciary and related assets | $391,485,000 | 317 |
| Managed Assets ($) | $324,427,000 | 305 |
| Non-managed Assets ($) | $67,058,000 | 267 |
| Memoranda | ||
| Gross Fiduciary activities income | $458,000 | 361 |
| 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 | $227,000 | 523 |
| Number of Managed Accounts | $215,000 | 462 |
| Number of Non-Managed Accounts | $12,000 | 654 |
| Total fiduciary and related assets | $374,744,000 | 315 |
| Managed Assets ($) | $313,613,000 | 300 |
| Non-managed Assets ($) | $61,131,000 | 305 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,982,000 | 347 |
| 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 | $230,000 | 375 |
| Number of Managed Accounts | $215,000 | 350 |
| Number of Non-Managed Accounts | $15,000 | 335 |
| Total fiduciary and related assets | $399,980,000 | 316 |
| Managed Assets ($) | $332,195,000 | 302 |
| Non-managed Assets ($) | $67,785,000 | 270 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,532,000 | 342 |
| 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 | $225,000 | 379 |
| Number of Managed Accounts | $209,000 | 354 |
| Number of Non-Managed Accounts | $16,000 | 333 |
| Total fiduciary and related assets | $448,616,000 | 299 |
| Managed Assets ($) | $367,466,000 | 283 |
| Non-managed Assets ($) | $81,150,000 | 257 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,019,000 | 348 |
| 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 | $246,000 | 379 |
| Number of Managed Accounts | $227,000 | 354 |
| Number of Non-Managed Accounts | $19,000 | 330 |
| Total fiduciary and related assets | $368,252,000 | 325 |
| Managed Assets ($) | $342,548,000 | 298 |
| Non-managed Assets ($) | $25,704,000 | 315 |
| Memoranda | ||
| Gross Fiduciary activities income | $426,000 | 378 |
| 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 | $192,000 | 570 |
| Number of Managed Accounts | $184,000 | 496 |
| Number of Non-Managed Accounts | $8,000 | 730 |
| Total fiduciary and related assets | $262,129,000 | 386 |
| Managed Assets ($) | $243,108,000 | 351 |
| Non-managed Assets ($) | $19,021,000 | 467 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,464,000 | 397 |
| 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 | $195,000 | 379 |
| Number of Managed Accounts | $187,000 | 358 |
| Number of Non-Managed Accounts | $8,000 | 350 |
| Total fiduciary and related assets | $236,528,000 | 383 |
| Managed Assets ($) | $217,656,000 | 351 |
| Non-managed Assets ($) | $18,872,000 | 323 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,116,000 | 391 |
| 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 | $196,000 | 382 |
| Number of Managed Accounts | $188,000 | 358 |
| Number of Non-Managed Accounts | $8,000 | 352 |
| Total fiduciary and related assets | $236,752,000 | 382 |
| Managed Assets ($) | $217,790,000 | 350 |
| Non-managed Assets ($) | $18,962,000 | 322 |
| Memoranda | ||
| Gross Fiduciary activities income | $678,000 | 408 |
| 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 | $193,000 | 386 |
| Number of Managed Accounts | $185,000 | 361 |
| Number of Non-Managed Accounts | $8,000 | 354 |
| Total fiduciary and related assets | $250,571,000 | 383 |
| Managed Assets ($) | $231,268,000 | 351 |
| Non-managed Assets ($) | $19,303,000 | 321 |
| Memoranda | ||
| Gross Fiduciary activities income | $328,000 | 418 |
| 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 | $191,000 | 586 |
| Number of Managed Accounts | $182,000 | 499 |
| Number of Non-Managed Accounts | $9,000 | 746 |
| Total fiduciary and related assets | $264,667,000 | 378 |
| Managed Assets ($) | $245,664,000 | 337 |
| Non-managed Assets ($) | $19,003,000 | 463 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,407,000 | 400 |
| 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 | $0 | 414 |
| Number of Managed Accounts | $0 | 402 |
| Number of Non-Managed Accounts | $0 | 399 |
| Total fiduciary and related assets | $0 | 413 |
| Managed Assets ($) | $0 | 401 |
| Non-managed Assets ($) | $0 | 397 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,014,000 | 410 |
| 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 | $0 | 419 |
| Number of Managed Accounts | $0 | 406 |
| Number of Non-Managed Accounts | $0 | 404 |
| Total fiduciary and related assets | $0 | 418 |
| Managed Assets ($) | $0 | 406 |
| Non-managed Assets ($) | $0 | 403 |
| Memoranda | ||
| Gross Fiduciary activities income | $675,000 | 412 |
| 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 | $0 | 418 |
| Number of Managed Accounts | $0 | 406 |
| Number of Non-Managed Accounts | $0 | 403 |
| Total fiduciary and related assets | $0 | 418 |
| Managed Assets ($) | $0 | 407 |
| Non-managed Assets ($) | $0 | 403 |
| Memoranda | ||
| Gross Fiduciary activities income | $326,000 | 417 |
| 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 | $204,000 | 577 |
| Number of Managed Accounts | $197,000 | 489 |
| Number of Non-Managed Accounts | $7,000 | 809 |
| Total fiduciary and related assets | $247,178,000 | 389 |
| Managed Assets ($) | $228,425,000 | 340 |
| Non-managed Assets ($) | $18,753,000 | 469 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,567,000 | 377 |
| 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 | $199,000 | 386 |
| Number of Managed Accounts | $190,000 | 362 |
| Number of Non-Managed Accounts | $9,000 | 360 |
| Total fiduciary and related assets | $246,301,000 | 378 |
| Managed Assets ($) | $227,682,000 | 330 |
| Non-managed Assets ($) | $18,619,000 | 329 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,079,000 | 398 |
| 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 | $200,000 | 389 |
| Number of Managed Accounts | $191,000 | 364 |
| Number of Non-Managed Accounts | $9,000 | 363 |
| Total fiduciary and related assets | $250,902,000 | 383 |
| Managed Assets ($) | $231,551,000 | 335 |
| Non-managed Assets ($) | $19,351,000 | 336 |
| Memoranda | ||
| Gross Fiduciary activities income | $724,000 | 402 |
| 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 | $198,000 | 391 |
| Number of Managed Accounts | $186,000 | 366 |
| Number of Non-Managed Accounts | $12,000 | 357 |
| Total fiduciary and related assets | $259,705,000 | 383 |
| Managed Assets ($) | $236,804,000 | 335 |
| Non-managed Assets ($) | $22,901,000 | 328 |
| Memoranda | ||
| Gross Fiduciary activities income | $339,000 | 415 |
| 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 | $199,000 | 599 |
| Number of Managed Accounts | $188,000 | 507 |
| Number of Non-Managed Accounts | $11,000 | 792 |
| Total fiduciary and related assets | $260,199,000 | 384 |
| Managed Assets ($) | $237,695,000 | 337 |
| Non-managed Assets ($) | $22,504,000 | 452 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,562,000 | 383 |
| 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 | $206,000 | 389 |
| Number of Managed Accounts | $193,000 | 364 |
| Number of Non-Managed Accounts | $13,000 | 352 |
| Total fiduciary and related assets | $264,634,000 | 378 |
| Managed Assets ($) | $241,565,000 | 328 |
| Non-managed Assets ($) | $23,069,000 | 324 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,217,000 | 374 |
| 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 | $206,000 | 387 |
| Number of Managed Accounts | $191,000 | 365 |
| Number of Non-Managed Accounts | $15,000 | 343 |
| Total fiduciary and related assets | $273,052,000 | 374 |
| Managed Assets ($) | $249,485,000 | 327 |
| Non-managed Assets ($) | $23,567,000 | 322 |
| Memoranda | ||
| Gross Fiduciary activities income | $858,000 | 363 |
| 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 | $202,000 | 391 |
| Number of Managed Accounts | $188,000 | 365 |
| Number of Non-Managed Accounts | $14,000 | 353 |
| Total fiduciary and related assets | $247,098,000 | 384 |
| Managed Assets ($) | $223,521,000 | 342 |
| Non-managed Assets ($) | $23,577,000 | 324 |
| Memoranda | ||
| Gross Fiduciary activities income | $533,000 | 324 |
| 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 | $201,000 | 605 |
| Number of Managed Accounts | $188,000 | 499 |
| Number of Non-Managed Accounts | $13,000 | 773 |
| Total fiduciary and related assets | $290,153,000 | 358 |
| Managed Assets ($) | $269,453,000 | 309 |
| Non-managed Assets ($) | $20,700,000 | 472 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,460,000 | 383 |
| 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 | $0 | 406 |
| Number of Managed Accounts | $0 | 391 |
| Number of Non-Managed Accounts | $0 | 390 |
| Total fiduciary and related assets | $0 | 405 |
| Managed Assets ($) | $0 | 392 |
| Non-managed Assets ($) | $0 | 388 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,081,000 | 384 |
| 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 | $0 | 410 |
| Number of Managed Accounts | $0 | 395 |
| Number of Non-Managed Accounts | $0 | 391 |
| Total fiduciary and related assets | $0 | 408 |
| Managed Assets ($) | $0 | 395 |
| Non-managed Assets ($) | $0 | 389 |
| Memoranda | ||
| Gross Fiduciary activities income | $687,000 | 393 |
| 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 | $0 | 414 |
| Number of Managed Accounts | $0 | 400 |
| Number of Non-Managed Accounts | $0 | 394 |
| Total fiduciary and related assets | $0 | 412 |
| Managed Assets ($) | $0 | 399 |
| Non-managed Assets ($) | $0 | 392 |
| Memoranda | ||
| Gross Fiduciary activities income | $272,000 | 446 |
| 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 | $194,000 | 614 |
| Number of Managed Accounts | $181,000 | 506 |
| Number of Non-Managed Accounts | $13,000 | 790 |
| Total fiduciary and related assets | $166,865,000 | 444 |
| Managed Assets ($) | $156,542,000 | 387 |
| Non-managed Assets ($) | $10,323,000 | 609 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,216,000 | 405 |
| 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 | $0 | 391 |
| Number of Managed Accounts | $0 | 377 |
| Number of Non-Managed Accounts | $0 | 373 |
| Total fiduciary and related assets | $0 | 390 |
| Managed Assets ($) | $0 | 378 |
| Non-managed Assets ($) | $0 | 370 |
| Memoranda | ||
| Gross Fiduciary activities income | $934,000 | 398 |
| 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 | $0 | 393 |
| Number of Managed Accounts | $0 | 379 |
| Number of Non-Managed Accounts | $0 | 373 |
| Total fiduciary and related assets | $0 | 393 |
| Managed Assets ($) | $0 | 380 |
| Non-managed Assets ($) | $0 | 372 |
| Memoranda | ||
| Gross Fiduciary activities income | $640,000 | 393 |
| 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 | $0 | 395 |
| Number of Managed Accounts | $0 | 379 |
| Number of Non-Managed Accounts | $0 | 372 |
| Total fiduciary and related assets | $0 | 394 |
| Managed Assets ($) | $0 | 379 |
| Non-managed Assets ($) | $0 | 371 |
| Memoranda | ||
| Gross Fiduciary activities income | $299,000 | 404 |
| 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 | $194,000 | 610 |
| Number of Managed Accounts | $178,000 | 511 |
| Number of Non-Managed Accounts | $16,000 | 753 |
| Total fiduciary and related assets | $172,634,000 | 424 |
| Managed Assets ($) | $159,672,000 | 361 |
| Non-managed Assets ($) | $12,962,000 | 559 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,346,000 | 341 |
| 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 | $0 | 417 |
| Number of Managed Accounts | $0 | 397 |
| Number of Non-Managed Accounts | $0 | 395 |
| Total fiduciary and related assets | $0 | 415 |
| Managed Assets ($) | $0 | 397 |
| Non-managed Assets ($) | $0 | 393 |
| Memoranda | ||
| Gross Fiduciary activities income | $957,000 | 346 |
| 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 | $0 | 423 |
| Number of Managed Accounts | $0 | 403 |
| Number of Non-Managed Accounts | $0 | 400 |
| Total fiduciary and related assets | $0 | 421 |
| Managed Assets ($) | $0 | 403 |
| Non-managed Assets ($) | $0 | 398 |
| Memoranda | ||
| Gross Fiduciary activities income | $702,000 | 334 |
| 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 | $0 | 428 |
| Number of Managed Accounts | $0 | 410 |
| Number of Non-Managed Accounts | $0 | 404 |
| Total fiduciary and related assets | $0 | 427 |
| Managed Assets ($) | $0 | 410 |
| Non-managed Assets ($) | $0 | 403 |
| Memoranda | ||
| Gross Fiduciary activities income | $380,000 | 321 |
| 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 | $203,000 | 617 |
| Number of Managed Accounts | $183,000 | 511 |
| Number of Non-Managed Accounts | $20,000 | 742 |
| Total fiduciary and related assets | $181,305,000 | 429 |
| Managed Assets ($) | $162,459,000 | 371 |
| Non-managed Assets ($) | $18,846,000 | 497 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,294,000 | 345 |
| 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 | $0 | 412 |
| Number of Managed Accounts | $0 | 393 |
| Number of Non-Managed Accounts | $0 | 391 |
| Total fiduciary and related assets | $0 | 411 |
| Managed Assets ($) | $0 | 394 |
| Non-managed Assets ($) | $0 | 389 |
| Memoranda | ||
| Gross Fiduciary activities income | $961,000 | 342 |
| 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 | $0 | 414 |
| Number of Managed Accounts | $0 | 393 |
| Number of Non-Managed Accounts | $0 | 394 |
| Total fiduciary and related assets | $0 | 413 |
| Managed Assets ($) | $0 | 394 |
| Non-managed Assets ($) | $0 | 392 |
| Memoranda | ||
| Gross Fiduciary activities income | $555,000 | 375 |
| 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 | $0 | 421 |
| Number of Managed Accounts | $0 | 397 |
| Number of Non-Managed Accounts | $0 | 401 |
| Total fiduciary and related assets | $0 | 419 |
| Managed Assets ($) | $0 | 397 |
| Non-managed Assets ($) | $0 | 399 |
| Memoranda | ||
| Gross Fiduciary activities income | $247,000 | 407 |
| 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 | $208,000 | 623 |
| Number of Managed Accounts | $201,000 | 497 |
| Number of Non-Managed Accounts | $7,000 | 965 |
| Total fiduciary and related assets | $126,791,000 | 510 |
| Managed Assets ($) | $126,214,000 | 418 |
| Non-managed Assets ($) | $577,000 | 1,050 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,027,000 | 380 |
| 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 | $204,000 | 356 |
| Number of Managed Accounts | $197,000 | 318 |
| Number of Non-Managed Accounts | $7,000 | 356 |
| Total fiduciary and related assets | $122,258,000 | 360 |
| Managed Assets ($) | $121,407,000 | 325 |
| Non-managed Assets ($) | $851,000 | 370 |
| Memoranda | ||
| Gross Fiduciary activities income | $801,000 | 367 |
| 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 | $209,000 | 365 |
| Number of Managed Accounts | $191,000 | 327 |
| Number of Non-Managed Accounts | $18,000 | 327 |
| Total fiduciary and related assets | $123,625,000 | 365 |
| Managed Assets ($) | $122,239,000 | 327 |
| Non-managed Assets ($) | $1,386,000 | 373 |
| Memoranda | ||
| Gross Fiduciary activities income | $534,000 | 377 |
| 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 | $213,000 | 364 |
| Number of Managed Accounts | $192,000 | 326 |
| Number of Non-Managed Accounts | $21,000 | 314 |
| Total fiduciary and related assets | $133,491,000 | 360 |
| Managed Assets ($) | $131,497,000 | 320 |
| Non-managed Assets ($) | $1,994,000 | 366 |
| Memoranda | ||
| Gross Fiduciary activities income | $294,000 | 349 |
| 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 | $314,000 | 506 |
| Number of Managed Accounts | $218,000 | 490 |
| Number of Non-Managed Accounts | $96,000 | 374 |
| Total fiduciary and related assets | $1,137,461,000 | 141 |
| Managed Assets ($) | $129,745,000 | 397 |
| Non-managed Assets ($) | $1,007,716,000 | 86 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,192,000 | 367 |
| 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 | $325,000 | 355 |
| Number of Managed Accounts | $227,000 | 337 |
| Number of Non-Managed Accounts | $98,000 | 225 |
| Total fiduciary and related assets | $1,256,978,000 | 139 |
| Managed Assets ($) | $266,182,000 | 269 |
| Non-managed Assets ($) | $990,796,000 | 94 |
| Memoranda | ||
| Gross Fiduciary activities income | $858,000 | 384 |
| 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 | $340,000 | 359 |
| Number of Managed Accounts | $238,000 | 338 |
| Number of Non-Managed Accounts | $102,000 | 223 |
| Total fiduciary and related assets | $1,214,140,000 | 153 |
| Managed Assets ($) | $285,523,000 | 266 |
| Non-managed Assets ($) | $928,617,000 | 101 |
| Memoranda | ||
| Gross Fiduciary activities income | $532,000 | 410 |
| 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 | $334,000 | 362 |
| Number of Managed Accounts | $233,000 | 344 |
| Number of Non-Managed Accounts | $101,000 | 224 |
| Total fiduciary and related assets | $1,744,876,000 | 126 |
| Managed Assets ($) | $299,816,000 | 264 |
| Non-managed Assets ($) | $1,445,060,000 | 83 |
| Memoranda | ||
| Gross Fiduciary activities income | $253,000 | 420 |
| 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 | $337,000 | 491 |
| Number of Managed Accounts | $239,000 | 467 |
| Number of Non-Managed Accounts | $98,000 | 363 |
| Total fiduciary and related assets | $1,792,345,000 | 126 |
| Managed Assets ($) | $303,864,000 | 267 |
| Non-managed Assets ($) | $1,488,481,000 | 83 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,114,000 | 392 |
| 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 | $330,000 | 348 |
| Number of Managed Accounts | $232,000 | 331 |
| Number of Non-Managed Accounts | $98,000 | 218 |
| Total fiduciary and related assets | $1,786,868,000 | 127 |
| Managed Assets ($) | $327,793,000 | 254 |
| Non-managed Assets ($) | $1,459,075,000 | 84 |
| Memoranda | ||
| Gross Fiduciary activities income | $828,000 | 388 |
| 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 | $326,000 | 353 |
| Number of Managed Accounts | $228,000 | 335 |
| Number of Non-Managed Accounts | $98,000 | 226 |
| Total fiduciary and related assets | $1,726,824,000 | 134 |
| Managed Assets ($) | $323,139,000 | 264 |
| Non-managed Assets ($) | $1,403,685,000 | 90 |
| Memoranda | ||
| Gross Fiduciary activities income | $548,000 | 401 |
| 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 | $339,000 | 349 |
| Number of Managed Accounts | $224,000 | 340 |
| Number of Non-Managed Accounts | $115,000 | 217 |
| Total fiduciary and related assets | $1,750,354,000 | 133 |
| Managed Assets ($) | $339,055,000 | 247 |
| Non-managed Assets ($) | $1,411,299,000 | 89 |
| Memoranda | ||
| Gross Fiduciary activities income | $284,000 | 391 |
| 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 | $323,000 | 491 |
| Number of Managed Accounts | $219,000 | 484 |
| Number of Non-Managed Accounts | $104,000 | 357 |
| Total fiduciary and related assets | $1,744,333,000 | 131 |
| Managed Assets ($) | $347,736,000 | 244 |
| Non-managed Assets ($) | $1,396,597,000 | 88 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,375,000 | 337 |
| 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 | $325,000 | 347 |
| Number of Managed Accounts | $213,000 | 333 |
| Number of Non-Managed Accounts | $112,000 | 223 |
| Total fiduciary and related assets | $1,815,384,000 | 129 |
| Managed Assets ($) | $350,603,000 | 246 |
| Non-managed Assets ($) | $1,464,781,000 | 88 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,072,000 | 333 |
| 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 | $325,000 | 355 |
| Number of Managed Accounts | $211,000 | 338 |
| Number of Non-Managed Accounts | $114,000 | 230 |
| Total fiduciary and related assets | $1,880,029,000 | 128 |
| Managed Assets ($) | $440,879,000 | 220 |
| Non-managed Assets ($) | $1,439,150,000 | 94 |
| Memoranda | ||
| Gross Fiduciary activities income | $719,000 | 334 |
| 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 | $329,000 | 359 |
| Number of Managed Accounts | $215,000 | 345 |
| Number of Non-Managed Accounts | $114,000 | 232 |
| Total fiduciary and related assets | $1,901,781,000 | 127 |
| Managed Assets ($) | $315,987,000 | 260 |
| Non-managed Assets ($) | $1,585,794,000 | 90 |
| Memoranda | ||
| Gross Fiduciary activities income | $265,000 | 390 |
| 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 | $326,000 | 501 |
| Number of Managed Accounts | $207,000 | 525 |
| Number of Non-Managed Accounts | $119,000 | 351 |
| Total fiduciary and related assets | $776,481,000 | 216 |
| Managed Assets ($) | $162,690,000 | 387 |
| Non-managed Assets ($) | $613,791,000 | 130 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,061,000 | 378 |
| 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 | $317,000 | 353 |
| Number of Managed Accounts | $208,000 | 336 |
| Number of Non-Managed Accounts | $109,000 | 235 |
| Total fiduciary and related assets | $786,208,000 | 211 |
| Managed Assets ($) | $177,021,000 | 324 |
| Non-managed Assets ($) | $609,187,000 | 132 |
| Memoranda | ||
| Gross Fiduciary activities income | $783,000 | 373 |
| 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 | $318,000 | 363 |
| Number of Managed Accounts | $218,000 | 343 |
| Number of Non-Managed Accounts | $100,000 | 244 |
| Total fiduciary and related assets | $779,855,000 | 210 |
| Managed Assets ($) | $533,237,000 | 193 |
| Non-managed Assets ($) | $246,618,000 | 171 |
| Memoranda | ||
| Gross Fiduciary activities income | $536,000 | 376 |
| 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 | $313,000 | 367 |
| Number of Managed Accounts | $225,000 | 344 |
| Number of Non-Managed Accounts | $88,000 | 256 |
| Total fiduciary and related assets | $796,251,000 | 211 |
| Managed Assets ($) | $648,954,000 | 172 |
| Non-managed Assets ($) | $147,297,000 | 214 |
| Memoranda | ||
| Gross Fiduciary activities income | $300,000 | 356 |
| 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 | $315,000 | 515 |
| Number of Managed Accounts | $225,000 | 488 |
| Number of Non-Managed Accounts | $90,000 | 432 |
| Total fiduciary and related assets | $853,228,000 | 196 |
| Managed Assets ($) | $694,736,000 | 166 |
| Non-managed Assets ($) | $158,492,000 | 216 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,130,000 | 354 |
| 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 | $207,000 | 380 |
| Number of Managed Accounts | $151,000 | 355 |
| Number of Non-Managed Accounts | $56,000 | 294 |
| Total fiduciary and related assets | $254,693,000 | 350 |
| Managed Assets ($) | $133,908,000 | 336 |
| Non-managed Assets ($) | $120,785,000 | 223 |
| Memoranda | ||
| Gross Fiduciary activities income | $818,000 | 363 |
| 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 | $209,000 | 385 |
| Number of Managed Accounts | $156,000 | 354 |
| Number of Non-Managed Accounts | $53,000 | 310 |
| Total fiduciary and related assets | $260,169,000 | 352 |
| Managed Assets ($) | $139,153,000 | 339 |
| Non-managed Assets ($) | $121,016,000 | 225 |
| Memoranda | ||
| Gross Fiduciary activities income | $559,000 | 363 |
| 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 | $214,000 | 389 |
| Number of Managed Accounts | $161,000 | 357 |
| Number of Non-Managed Accounts | $53,000 | 314 |
| Total fiduciary and related assets | $271,866,000 | 347 |
| Managed Assets ($) | $145,718,000 | 344 |
| Non-managed Assets ($) | $126,148,000 | 225 |
| Memoranda | ||
| Gross Fiduciary activities income | $300,000 | 352 |
| 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 | $277,000 | 564 |
| Number of Managed Accounts | $222,000 | 500 |
| Number of Non-Managed Accounts | $55,000 | 596 |
| Total fiduciary and related assets | $273,303,000 | 357 |
| Managed Assets ($) | $147,439,000 | 392 |
| Non-managed Assets ($) | $125,864,000 | 239 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,160,000 | 355 |
| 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 | $222,000 | 398 |
| Number of Managed Accounts | $166,000 | 366 |
| Number of Non-Managed Accounts | $56,000 | 320 |
| Total fiduciary and related assets | $271,292,000 | 350 |
| Managed Assets ($) | $147,203,000 | 339 |
| Non-managed Assets ($) | $124,089,000 | 236 |
| Memoranda | ||
| Gross Fiduciary activities income | $893,000 | 359 |
| 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 | $231,000 | 399 |
| Number of Managed Accounts | $172,000 | 367 |
| Number of Non-Managed Accounts | $59,000 | 319 |
| Total fiduciary and related assets | $272,861,000 | 354 |
| Managed Assets ($) | $149,640,000 | 338 |
| Non-managed Assets ($) | $123,221,000 | 236 |
| Memoranda | ||
| Gross Fiduciary activities income | $623,000 | 352 |
| 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 | $250,000 | 405 |
| Number of Managed Accounts | $187,000 | 372 |
| Number of Non-Managed Accounts | $63,000 | 319 |
| Total fiduciary and related assets | $280,091,000 | 342 |
| Managed Assets ($) | $159,430,000 | 344 |
| Non-managed Assets ($) | $120,661,000 | 239 |
| Memoranda | ||
| Gross Fiduciary activities income | $324,000 | 351 |
| 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 | $287,000 | 583 |
| Number of Managed Accounts | $197,000 | 562 |
| Number of Non-Managed Accounts | $90,000 | 452 |
| Total fiduciary and related assets | $298,111,000 | 337 |
| Managed Assets ($) | $165,776,000 | 373 |
| Non-managed Assets ($) | $132,335,000 | 244 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,468,000 | 332 |
| 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 | $291,000 | 542 |
| Number of Managed Accounts | $204,000 | 522 |
| Number of Non-Managed Accounts | $87,000 | 442 |
| Total fiduciary and related assets | $322,780,000 | 307 |
| Managed Assets ($) | $173,702,000 | 353 |
| Non-managed Assets ($) | $149,078,000 | 211 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,238,000 | 378 |
| 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 | $1,380,000 | 360 |
| 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 | $2,087,000 | 324 |
| 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 | $1,375,000 | 391 |
| 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 | $1,162,000 | 430 |
| 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 | $1,080,000 | 485 |
| 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 | $950,000 | 543 |
| 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 | $805,000 | 581 |
| 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 | $665,000 | 659 |
| 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 | $605,000 | 703 |