Home > Alpine Bank > Fiduciary and Related Services
Alpine 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 | $725,000 | 298 |
| Number of Managed Accounts | $666,000 | 269 |
| Number of Non-Managed Accounts | $59,000 | 353 |
| Total fiduciary and related assets | $1,119,317,000 | 231 |
| Managed Assets ($) | $782,479,000 | 243 |
| Non-managed Assets ($) | $336,838,000 | 175 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,575,000 | 271 |
| 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 | $718,000 | 262 |
| Number of Managed Accounts | $660,000 | 242 |
| Number of Non-Managed Accounts | $58,000 | 242 |
| Total fiduciary and related assets | $1,053,130,000 | 235 |
| Managed Assets ($) | $727,390,000 | 238 |
| Non-managed Assets ($) | $325,740,000 | 168 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,458,000 | 272 |
| 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 | $713,000 | 292 |
| Number of Managed Accounts | $654,000 | 263 |
| Number of Non-Managed Accounts | $59,000 | 266 |
| Total fiduciary and related assets | $1,091,907,000 | 226 |
| Managed Assets ($) | $766,180,000 | 241 |
| Non-managed Assets ($) | $325,727,000 | 170 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,268,000 | 269 |
| 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 | $733,000 | 269 |
| Number of Managed Accounts | $673,000 | 248 |
| Number of Non-Managed Accounts | $60,000 | 247 |
| Total fiduciary and related assets | $1,085,538,000 | 236 |
| Managed Assets ($) | $752,124,000 | 244 |
| Non-managed Assets ($) | $333,414,000 | 171 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,117,000 | 281 |
| 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 | $731,000 | 301 |
| Number of Managed Accounts | $669,000 | 273 |
| Number of Non-Managed Accounts | $62,000 | 350 |
| Total fiduciary and related assets | $1,056,238,000 | 235 |
| Managed Assets ($) | $725,601,000 | 253 |
| Non-managed Assets ($) | $330,637,000 | 176 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,584,000 | 279 |
| 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 | $708,000 | 277 |
| Number of Managed Accounts | $648,000 | 256 |
| Number of Non-Managed Accounts | $60,000 | 246 |
| Total fiduciary and related assets | $977,097,000 | 236 |
| Managed Assets ($) | $646,460,000 | 253 |
| Non-managed Assets ($) | $330,637,000 | 168 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,545,000 | 272 |
| 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 | $716,000 | 259 |
| Number of Managed Accounts | $654,000 | 247 |
| Number of Non-Managed Accounts | $62,000 | 240 |
| Total fiduciary and related assets | $992,213,000 | 208 |
| Managed Assets ($) | $656,986,000 | 225 |
| Non-managed Assets ($) | $335,227,000 | 142 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,414,000 | 238 |
| 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 | $753,000 | 239 |
| Number of Managed Accounts | $691,000 | 227 |
| Number of Non-Managed Accounts | $62,000 | 217 |
| Total fiduciary and related assets | $1,103,909,000 | 207 |
| Managed Assets ($) | $755,100,000 | 214 |
| Non-managed Assets ($) | $348,809,000 | 144 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,233,000 | 240 |
| 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 | $769,000 | 263 |
| Number of Managed Accounts | $708,000 | 242 |
| Number of Non-Managed Accounts | $61,000 | 331 |
| Total fiduciary and related assets | $1,126,927,000 | 214 |
| Managed Assets ($) | $787,816,000 | 214 |
| Non-managed Assets ($) | $339,111,000 | 156 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,848,000 | 241 |
| 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 | $787,000 | 236 |
| Number of Managed Accounts | $717,000 | 226 |
| Number of Non-Managed Accounts | $70,000 | 212 |
| Total fiduciary and related assets | $1,050,524,000 | 218 |
| Managed Assets ($) | $747,109,000 | 220 |
| Non-managed Assets ($) | $303,415,000 | 158 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,615,000 | 238 |
| 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 | $798,000 | 247 |
| Number of Managed Accounts | $730,000 | 234 |
| Number of Non-Managed Accounts | $68,000 | 229 |
| Total fiduciary and related assets | $1,099,031,000 | 209 |
| Managed Assets ($) | $762,301,000 | 218 |
| Non-managed Assets ($) | $336,730,000 | 152 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,380,000 | 238 |
| 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 | $762,000 | 239 |
| Number of Managed Accounts | $692,000 | 230 |
| Number of Non-Managed Accounts | $70,000 | 214 |
| Total fiduciary and related assets | $1,056,953,000 | 211 |
| Managed Assets ($) | $722,928,000 | 216 |
| Non-managed Assets ($) | $334,025,000 | 146 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,131,000 | 243 |
| 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 | $754,000 | 264 |
| Number of Managed Accounts | $680,000 | 247 |
| Number of Non-Managed Accounts | $74,000 | 303 |
| Total fiduciary and related assets | $1,032,297,000 | 210 |
| Managed Assets ($) | $697,463,000 | 227 |
| Non-managed Assets ($) | $334,834,000 | 151 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,114,000 | 241 |
| 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 | $767,000 | 238 |
| Number of Managed Accounts | $690,000 | 226 |
| Number of Non-Managed Accounts | $77,000 | 208 |
| Total fiduciary and related assets | $959,663,000 | 206 |
| Managed Assets ($) | $637,872,000 | 219 |
| Non-managed Assets ($) | $321,791,000 | 144 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,037,000 | 240 |
| 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 | $822,000 | 241 |
| Number of Managed Accounts | $739,000 | 227 |
| Number of Non-Managed Accounts | $83,000 | 216 |
| Total fiduciary and related assets | $925,875,000 | 209 |
| Managed Assets ($) | $624,893,000 | 224 |
| Non-managed Assets ($) | $300,982,000 | 153 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,025,000 | 238 |
| 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 | $795,000 | 233 |
| Number of Managed Accounts | $712,000 | 221 |
| Number of Non-Managed Accounts | $83,000 | 204 |
| Total fiduciary and related assets | $865,218,000 | 205 |
| Managed Assets ($) | $571,519,000 | 216 |
| Non-managed Assets ($) | $293,699,000 | 145 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,053,000 | 233 |
| 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 | $788,000 | 257 |
| Number of Managed Accounts | $700,000 | 236 |
| Number of Non-Managed Accounts | $88,000 | 279 |
| Total fiduciary and related assets | $974,306,000 | 205 |
| Managed Assets ($) | $666,849,000 | 218 |
| Non-managed Assets ($) | $307,457,000 | 151 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,572,000 | 257 |
| 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 | $785,000 | 238 |
| Number of Managed Accounts | $699,000 | 225 |
| Number of Non-Managed Accounts | $86,000 | 195 |
| Total fiduciary and related assets | $929,105,000 | 206 |
| Managed Assets ($) | $643,886,000 | 215 |
| Non-managed Assets ($) | $285,219,000 | 151 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,576,000 | 265 |
| 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 | $772,000 | 246 |
| Number of Managed Accounts | $687,000 | 233 |
| Number of Non-Managed Accounts | $85,000 | 206 |
| Total fiduciary and related assets | $863,152,000 | 213 |
| Managed Assets ($) | $619,584,000 | 223 |
| Non-managed Assets ($) | $243,568,000 | 161 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,593,000 | 271 |
| 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 | $750,000 | 249 |
| Number of Managed Accounts | $654,000 | 240 |
| Number of Non-Managed Accounts | $96,000 | 200 |
| Total fiduciary and related assets | $624,513,000 | 250 |
| Managed Assets ($) | $386,934,000 | 277 |
| Non-managed Assets ($) | $237,579,000 | 162 |
| Memoranda | ||
| Gross Fiduciary activities income | $720,000 | 281 |
| 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 | $716,000 | 271 |
| Number of Managed Accounts | $621,000 | 251 |
| Number of Non-Managed Accounts | $95,000 | 268 |
| Total fiduciary and related assets | $523,128,000 | 270 |
| Managed Assets ($) | $295,420,000 | 307 |
| Non-managed Assets ($) | $227,708,000 | 165 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,302,000 | 266 |
| 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 | $703,000 | 260 |
| Number of Managed Accounts | $605,000 | 248 |
| Number of Non-Managed Accounts | $98,000 | 199 |
| Total fiduciary and related assets | $540,333,000 | 276 |
| Managed Assets ($) | $302,802,000 | 312 |
| Non-managed Assets ($) | $237,531,000 | 168 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,591,000 | 261 |
| 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 | $717,000 | 261 |
| Number of Managed Accounts | $619,000 | 247 |
| Number of Non-Managed Accounts | $98,000 | 203 |
| Total fiduciary and related assets | $535,120,000 | 275 |
| Managed Assets ($) | $303,532,000 | 311 |
| Non-managed Assets ($) | $231,588,000 | 170 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,741,000 | 259 |
| 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 | $630,000 | 280 |
| Number of Managed Accounts | $602,000 | 254 |
| Number of Non-Managed Accounts | $28,000 | 312 |
| Total fiduciary and related assets | $453,382,000 | 299 |
| Managed Assets ($) | $273,520,000 | 323 |
| Non-managed Assets ($) | $179,862,000 | 191 |
| Memoranda | ||
| Gross Fiduciary activities income | $861,000 | 262 |
| 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 | $615,000 | 303 |
| Number of Managed Accounts | $589,000 | 264 |
| Number of Non-Managed Accounts | $26,000 | 547 |
| Total fiduciary and related assets | $443,453,000 | 299 |
| Managed Assets ($) | $271,575,000 | 332 |
| Non-managed Assets ($) | $171,878,000 | 196 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,347,000 | 260 |
| 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 | $628,000 | 275 |
| Number of Managed Accounts | $601,000 | 251 |
| Number of Non-Managed Accounts | $27,000 | 304 |
| Total fiduciary and related assets | $424,959,000 | 308 |
| Managed Assets ($) | $263,932,000 | 332 |
| Non-managed Assets ($) | $161,027,000 | 200 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,524,000 | 260 |
| 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 | $662,000 | 274 |
| Number of Managed Accounts | $629,000 | 247 |
| Number of Non-Managed Accounts | $33,000 | 292 |
| Total fiduciary and related assets | $415,604,000 | 306 |
| Managed Assets ($) | $258,210,000 | 335 |
| Non-managed Assets ($) | $157,394,000 | 199 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,706,000 | 258 |
| 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 | $674,000 | 272 |
| Number of Managed Accounts | $642,000 | 244 |
| Number of Non-Managed Accounts | $32,000 | 292 |
| Total fiduciary and related assets | $420,640,000 | 305 |
| Managed Assets ($) | $261,528,000 | 332 |
| Non-managed Assets ($) | $159,112,000 | 197 |
| Memoranda | ||
| Gross Fiduciary activities income | $872,000 | 256 |
| 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 | $688,000 | 285 |
| Number of Managed Accounts | $656,000 | 245 |
| Number of Non-Managed Accounts | $32,000 | 518 |
| Total fiduciary and related assets | $432,940,000 | 293 |
| Managed Assets ($) | $289,677,000 | 306 |
| Non-managed Assets ($) | $143,263,000 | 204 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,418,000 | 251 |
| 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 | $684,000 | 270 |
| Number of Managed Accounts | $654,000 | 241 |
| Number of Non-Managed Accounts | $30,000 | 310 |
| Total fiduciary and related assets | $429,805,000 | 292 |
| Managed Assets ($) | $294,867,000 | 301 |
| Non-managed Assets ($) | $134,938,000 | 207 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,578,000 | 246 |
| 2016-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,358,000 | 172 |
| Number of Managed Accounts | $1,298,000 | 145 |
| Number of Non-Managed Accounts | $60,000 | 256 |
| Total fiduciary and related assets | $849,310,000 | 203 |
| Managed Assets ($) | $579,061,000 | 212 |
| Non-managed Assets ($) | $270,249,000 | 149 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,693,000 | 253 |
| 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 | $681,000 | 268 |
| Number of Managed Accounts | $651,000 | 238 |
| Number of Non-Managed Accounts | $30,000 | 311 |
| Total fiduciary and related assets | $329,027,000 | 335 |
| Managed Assets ($) | $194,238,000 | 354 |
| Non-managed Assets ($) | $134,789,000 | 204 |
| Memoranda | ||
| Gross Fiduciary activities income | $833,000 | 252 |
| 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 | $672,000 | 287 |
| Number of Managed Accounts | $645,000 | 248 |
| Number of Non-Managed Accounts | $27,000 | 571 |
| Total fiduciary and related assets | $407,533,000 | 300 |
| Managed Assets ($) | $282,423,000 | 306 |
| Non-managed Assets ($) | $125,110,000 | 211 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,556,000 | 240 |
| 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 | $693,000 | 267 |
| Number of Managed Accounts | $666,000 | 234 |
| Number of Non-Managed Accounts | $27,000 | 312 |
| Total fiduciary and related assets | $413,998,000 | 295 |
| Managed Assets ($) | $291,111,000 | 302 |
| Non-managed Assets ($) | $122,887,000 | 211 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,721,000 | 240 |
| 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 | $690,000 | 268 |
| Number of Managed Accounts | $661,000 | 236 |
| Number of Non-Managed Accounts | $29,000 | 310 |
| Total fiduciary and related assets | $437,273,000 | 291 |
| Managed Assets ($) | $312,542,000 | 298 |
| Non-managed Assets ($) | $124,731,000 | 206 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,845,000 | 242 |
| 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 | $693,000 | 271 |
| Number of Managed Accounts | $664,000 | 234 |
| Number of Non-Managed Accounts | $29,000 | 311 |
| Total fiduciary and related assets | $446,828,000 | 287 |
| Managed Assets ($) | $321,840,000 | 295 |
| Non-managed Assets ($) | $124,988,000 | 210 |
| Memoranda | ||
| Gross Fiduciary activities income | $909,000 | 246 |
| 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 | $686,000 | 291 |
| Number of Managed Accounts | $645,000 | 246 |
| Number of Non-Managed Accounts | $41,000 | 501 |
| Total fiduciary and related assets | $442,545,000 | 292 |
| Managed Assets ($) | $328,525,000 | 296 |
| Non-managed Assets ($) | $114,020,000 | 216 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,383,000 | 251 |
| 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 | $668,000 | 276 |
| Number of Managed Accounts | $630,000 | 243 |
| Number of Non-Managed Accounts | $38,000 | 289 |
| Total fiduciary and related assets | $434,931,000 | 291 |
| Managed Assets ($) | $323,104,000 | 295 |
| Non-managed Assets ($) | $111,827,000 | 215 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,508,000 | 255 |
| 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 | $644,000 | 280 |
| Number of Managed Accounts | $604,000 | 249 |
| Number of Non-Managed Accounts | $40,000 | 284 |
| Total fiduciary and related assets | $429,804,000 | 291 |
| Managed Assets ($) | $317,242,000 | 295 |
| Non-managed Assets ($) | $112,562,000 | 216 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,626,000 | 260 |
| 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 | $634,000 | 284 |
| Number of Managed Accounts | $599,000 | 250 |
| Number of Non-Managed Accounts | $35,000 | 294 |
| Total fiduciary and related assets | $412,016,000 | 298 |
| Managed Assets ($) | $366,050,000 | 271 |
| Non-managed Assets ($) | $45,966,000 | 289 |
| Memoranda | ||
| Gross Fiduciary activities income | $808,000 | 263 |
| 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 | $645,000 | 306 |
| Number of Managed Accounts | $582,000 | 261 |
| Number of Non-Managed Accounts | $63,000 | 405 |
| Total fiduciary and related assets | $413,285,000 | 295 |
| Managed Assets ($) | $361,907,000 | 270 |
| Non-managed Assets ($) | $51,378,000 | 323 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,902,000 | 267 |
| 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 | $644,000 | 274 |
| Number of Managed Accounts | $579,000 | 244 |
| Number of Non-Managed Accounts | $65,000 | 241 |
| Total fiduciary and related assets | $409,215,000 | 292 |
| Managed Assets ($) | $354,717,000 | 266 |
| Non-managed Assets ($) | $54,498,000 | 267 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,124,000 | 267 |
| 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 | $619,000 | 277 |
| Number of Managed Accounts | $558,000 | 252 |
| Number of Non-Managed Accounts | $61,000 | 249 |
| Total fiduciary and related assets | $397,290,000 | 291 |
| Managed Assets ($) | $347,455,000 | 259 |
| Non-managed Assets ($) | $49,835,000 | 275 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,384,000 | 271 |
| 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 | $616,000 | 278 |
| Number of Managed Accounts | $552,000 | 250 |
| Number of Non-Managed Accounts | $64,000 | 246 |
| Total fiduciary and related assets | $399,189,000 | 291 |
| Managed Assets ($) | $346,696,000 | 260 |
| Non-managed Assets ($) | $52,493,000 | 278 |
| Memoranda | ||
| Gross Fiduciary activities income | $614,000 | 282 |
| 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 | $593,000 | 317 |
| Number of Managed Accounts | $531,000 | 270 |
| Number of Non-Managed Accounts | $62,000 | 429 |
| Total fiduciary and related assets | $374,344,000 | 297 |
| Managed Assets ($) | $329,552,000 | 263 |
| Non-managed Assets ($) | $44,792,000 | 356 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,326,000 | 284 |
| 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 | $583,000 | 285 |
| Number of Managed Accounts | $519,000 | 251 |
| Number of Non-Managed Accounts | $64,000 | 242 |
| Total fiduciary and related assets | $357,720,000 | 298 |
| Managed Assets ($) | $311,400,000 | 266 |
| Non-managed Assets ($) | $46,320,000 | 276 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,711,000 | 285 |
| 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 | $580,000 | 281 |
| Number of Managed Accounts | $519,000 | 247 |
| Number of Non-Managed Accounts | $61,000 | 246 |
| Total fiduciary and related assets | $342,150,000 | 296 |
| Managed Assets ($) | $301,948,000 | 262 |
| Non-managed Assets ($) | $40,202,000 | 280 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,134,000 | 289 |
| 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 | $571,000 | 282 |
| Number of Managed Accounts | $505,000 | 247 |
| Number of Non-Managed Accounts | $66,000 | 231 |
| Total fiduciary and related assets | $335,411,000 | 303 |
| Managed Assets ($) | $294,223,000 | 269 |
| Non-managed Assets ($) | $41,188,000 | 278 |
| Memoranda | ||
| Gross Fiduciary activities income | $568,000 | 291 |
| 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 | $560,000 | 332 |
| Number of Managed Accounts | $489,000 | 277 |
| Number of Non-Managed Accounts | $71,000 | 395 |
| Total fiduciary and related assets | $318,264,000 | 307 |
| Managed Assets ($) | $244,521,000 | 293 |
| Non-managed Assets ($) | $73,743,000 | 258 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,285,000 | 245 |
| 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 | $559,000 | 285 |
| Number of Managed Accounts | $489,000 | 251 |
| Number of Non-Managed Accounts | $70,000 | 231 |
| Total fiduciary and related assets | $320,670,000 | 294 |
| Managed Assets ($) | $242,588,000 | 282 |
| Non-managed Assets ($) | $78,082,000 | 221 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,752,000 | 241 |
| 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 | $570,000 | 286 |
| Number of Managed Accounts | $500,000 | 251 |
| Number of Non-Managed Accounts | $70,000 | 234 |
| Total fiduciary and related assets | $348,702,000 | 286 |
| Managed Assets ($) | $262,980,000 | 281 |
| Non-managed Assets ($) | $85,722,000 | 223 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,166,000 | 239 |
| 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 | $568,000 | 290 |
| Number of Managed Accounts | $494,000 | 251 |
| Number of Non-Managed Accounts | $74,000 | 229 |
| Total fiduciary and related assets | $330,233,000 | 300 |
| Managed Assets ($) | $257,833,000 | 288 |
| Non-managed Assets ($) | $72,400,000 | 229 |
| Memoranda | ||
| Gross Fiduciary activities income | $576,000 | 245 |
| 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 | $561,000 | 337 |
| Number of Managed Accounts | $487,000 | 283 |
| Number of Non-Managed Accounts | $74,000 | 404 |
| Total fiduciary and related assets | $334,803,000 | 295 |
| Managed Assets ($) | $278,183,000 | 277 |
| Non-managed Assets ($) | $56,620,000 | 299 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,216,000 | 242 |
| 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 | $552,000 | 287 |
| Number of Managed Accounts | $473,000 | 251 |
| Number of Non-Managed Accounts | $79,000 | 223 |
| Total fiduciary and related assets | $349,983,000 | 279 |
| Managed Assets ($) | $292,612,000 | 257 |
| Non-managed Assets ($) | $57,371,000 | 251 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,630,000 | 241 |
| 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 | $544,000 | 290 |
| Number of Managed Accounts | $465,000 | 254 |
| Number of Non-Managed Accounts | $79,000 | 226 |
| Total fiduciary and related assets | $352,690,000 | 264 |
| Managed Assets ($) | $293,678,000 | 247 |
| Non-managed Assets ($) | $59,012,000 | 248 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,095,000 | 243 |
| 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 | $563,000 | 285 |
| Number of Managed Accounts | $485,000 | 251 |
| Number of Non-Managed Accounts | $78,000 | 226 |
| Total fiduciary and related assets | $367,810,000 | 266 |
| Managed Assets ($) | $313,732,000 | 243 |
| Non-managed Assets ($) | $54,078,000 | 262 |
| Memoranda | ||
| Gross Fiduciary activities income | $538,000 | 245 |
| 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 | $554,000 | 352 |
| Number of Managed Accounts | $477,000 | 290 |
| Number of Non-Managed Accounts | $77,000 | 405 |
| Total fiduciary and related assets | $364,585,000 | 269 |
| Managed Assets ($) | $312,416,000 | 243 |
| Non-managed Assets ($) | $52,169,000 | 320 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,122,000 | 235 |
| 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 | $548,000 | 291 |
| Number of Managed Accounts | $500,000 | 249 |
| Number of Non-Managed Accounts | $48,000 | 261 |
| Total fiduciary and related assets | $374,947,000 | 269 |
| Managed Assets ($) | $335,879,000 | 232 |
| Non-managed Assets ($) | $39,068,000 | 262 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,582,000 | 235 |
| 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 | $549,000 | 295 |
| Number of Managed Accounts | $505,000 | 250 |
| Number of Non-Managed Accounts | $44,000 | 273 |
| Total fiduciary and related assets | $367,280,000 | 271 |
| Managed Assets ($) | $330,811,000 | 231 |
| Non-managed Assets ($) | $36,469,000 | 270 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,061,000 | 237 |
| 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 | $570,000 | 288 |
| Number of Managed Accounts | $525,000 | 244 |
| Number of Non-Managed Accounts | $45,000 | 271 |
| Total fiduciary and related assets | $372,849,000 | 264 |
| Managed Assets ($) | $340,651,000 | 221 |
| Non-managed Assets ($) | $32,198,000 | 273 |
| Memoranda | ||
| Gross Fiduciary activities income | $540,000 | 238 |
| 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 | $562,000 | 353 |
| Number of Managed Accounts | $518,000 | 275 |
| Number of Non-Managed Accounts | $44,000 | 570 |
| Total fiduciary and related assets | $383,417,000 | 268 |
| Managed Assets ($) | $351,303,000 | 222 |
| Non-managed Assets ($) | $32,114,000 | 386 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,286,000 | 245 |
| 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 | $551,000 | 298 |
| Number of Managed Accounts | $514,000 | 251 |
| Number of Non-Managed Accounts | $37,000 | 304 |
| Total fiduciary and related assets | $398,184,000 | 272 |
| Managed Assets ($) | $363,145,000 | 225 |
| Non-managed Assets ($) | $35,039,000 | 296 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,746,000 | 247 |
| 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 | $545,000 | 305 |
| Number of Managed Accounts | $513,000 | 254 |
| Number of Non-Managed Accounts | $32,000 | 314 |
| Total fiduciary and related assets | $405,063,000 | 283 |
| Managed Assets ($) | $366,057,000 | 233 |
| Non-managed Assets ($) | $39,006,000 | 294 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,179,000 | 250 |
| 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 | $517,000 | 316 |
| Number of Managed Accounts | $492,000 | 261 |
| Number of Non-Managed Accounts | $25,000 | 329 |
| Total fiduciary and related assets | $411,837,000 | 286 |
| Managed Assets ($) | $392,146,000 | 229 |
| Non-managed Assets ($) | $19,691,000 | 335 |
| Memoranda | ||
| Gross Fiduciary activities income | $580,000 | 253 |
| 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 | $496,000 | 386 |
| Number of Managed Accounts | $472,000 | 292 |
| Number of Non-Managed Accounts | $24,000 | 723 |
| Total fiduciary and related assets | $399,113,000 | 293 |
| Managed Assets ($) | $379,212,000 | 236 |
| Non-managed Assets ($) | $19,901,000 | 511 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,145,000 | 264 |
| 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 | $478,000 | 311 |
| Number of Managed Accounts | $457,000 | 261 |
| Number of Non-Managed Accounts | $21,000 | 330 |
| Total fiduciary and related assets | $411,895,000 | 293 |
| Managed Assets ($) | $393,146,000 | 230 |
| Non-managed Assets ($) | $18,749,000 | 319 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,596,000 | 262 |
| 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 | $460,000 | 319 |
| Number of Managed Accounts | $441,000 | 269 |
| Number of Non-Managed Accounts | $19,000 | 347 |
| Total fiduciary and related assets | $379,994,000 | 307 |
| Managed Assets ($) | $360,596,000 | 246 |
| Non-managed Assets ($) | $19,398,000 | 327 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,032,000 | 271 |
| 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 | $471,000 | 314 |
| Number of Managed Accounts | $452,000 | 269 |
| Number of Non-Managed Accounts | $19,000 | 345 |
| Total fiduciary and related assets | $338,240,000 | 318 |
| Managed Assets ($) | $320,120,000 | 261 |
| Non-managed Assets ($) | $18,120,000 | 334 |
| Memoranda | ||
| Gross Fiduciary activities income | $489,000 | 278 |
| 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 | $460,000 | 390 |
| Number of Managed Accounts | $441,000 | 301 |
| Number of Non-Managed Accounts | $19,000 | 804 |
| Total fiduciary and related assets | $281,996,000 | 347 |
| Managed Assets ($) | $264,841,000 | 290 |
| Non-managed Assets ($) | $17,155,000 | 553 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,747,000 | 293 |
| 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 | $0 | 432 |
| Number of Managed Accounts | $0 | 409 |
| Number of Non-Managed Accounts | $0 | 409 |
| Total fiduciary and related assets | $0 | 431 |
| Managed Assets ($) | $0 | 409 |
| Non-managed Assets ($) | $0 | 408 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,284,000 | 301 |
| 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 | $0 | 435 |
| Number of Managed Accounts | $0 | 413 |
| Number of Non-Managed Accounts | $0 | 412 |
| Total fiduciary and related assets | $0 | 434 |
| Managed Assets ($) | $0 | 413 |
| Non-managed Assets ($) | $0 | 411 |
| Memoranda | ||
| Gross Fiduciary activities income | $813,000 | 317 |
| 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 | $0 | 458 |
| Number of Managed Accounts | $0 | 437 |
| Number of Non-Managed Accounts | $0 | 423 |
| Total fiduciary and related assets | $0 | 457 |
| Managed Assets ($) | $0 | 437 |
| Non-managed Assets ($) | $0 | 422 |
| Memoranda | ||
| Gross Fiduciary activities income | $390,000 | 319 |
| 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 | $445,000 | 415 |
| Number of Managed Accounts | $424,000 | 327 |
| Number of Non-Managed Accounts | $21,000 | 807 |
| Total fiduciary and related assets | $226,509,000 | 390 |
| Managed Assets ($) | $211,303,000 | 329 |
| Non-managed Assets ($) | $15,206,000 | 558 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,326,000 | 346 |
| 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 | $0 | 444 |
| Number of Managed Accounts | $0 | 422 |
| Number of Non-Managed Accounts | $0 | 414 |
| Total fiduciary and related assets | $0 | 443 |
| Managed Assets ($) | $0 | 423 |
| Non-managed Assets ($) | $0 | 412 |
| Memoranda | ||
| Gross Fiduciary activities income | $980,000 | 341 |
| 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 | $0 | 460 |
| Number of Managed Accounts | $0 | 435 |
| Number of Non-Managed Accounts | $0 | 431 |
| Total fiduciary and related assets | $0 | 458 |
| Managed Assets ($) | $0 | 435 |
| Non-managed Assets ($) | $0 | 429 |
| Memoranda | ||
| Gross Fiduciary activities income | $643,000 | 341 |
| 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 | $0 | 465 |
| Number of Managed Accounts | $0 | 438 |
| Number of Non-Managed Accounts | $0 | 433 |
| Total fiduciary and related assets | $0 | 463 |
| Managed Assets ($) | $0 | 438 |
| Non-managed Assets ($) | $0 | 431 |
| Memoranda | ||
| Gross Fiduciary activities income | $315,000 | 343 |
| 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 | $469,000 | 405 |
| Number of Managed Accounts | $450,000 | 305 |
| Number of Non-Managed Accounts | $19,000 | 849 |
| Total fiduciary and related assets | $205,016,000 | 412 |
| Managed Assets ($) | $195,068,000 | 339 |
| Non-managed Assets ($) | $9,948,000 | 646 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,086,000 | 360 |
| 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 | $0 | 453 |
| Number of Managed Accounts | $0 | 424 |
| Number of Non-Managed Accounts | $0 | 423 |
| Total fiduciary and related assets | $0 | 451 |
| Managed Assets ($) | $0 | 424 |
| Non-managed Assets ($) | $0 | 421 |
| Memoranda | ||
| Gross Fiduciary activities income | $801,000 | 369 |
| 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 | $0 | 462 |
| Number of Managed Accounts | $0 | 429 |
| Number of Non-Managed Accounts | $0 | 432 |
| Total fiduciary and related assets | $0 | 459 |
| Managed Assets ($) | $0 | 429 |
| Non-managed Assets ($) | $0 | 429 |
| Memoranda | ||
| Gross Fiduciary activities income | $523,000 | 376 |
| 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 | $0 | 473 |
| Number of Managed Accounts | $0 | 438 |
| Number of Non-Managed Accounts | $0 | 438 |
| Total fiduciary and related assets | $0 | 471 |
| Managed Assets ($) | $0 | 438 |
| Non-managed Assets ($) | $0 | 436 |
| Memoranda | ||
| Gross Fiduciary activities income | $260,000 | 374 |
| 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 | $462,000 | 426 |
| Number of Managed Accounts | $448,000 | 322 |
| Number of Non-Managed Accounts | $14,000 | 931 |
| Total fiduciary and related assets | $173,628,000 | 434 |
| Managed Assets ($) | $167,259,000 | 365 |
| Non-managed Assets ($) | $6,369,000 | 751 |
| Memoranda | ||
| Gross Fiduciary activities income | $882,000 | 408 |
| 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 | $0 | 473 |
| Number of Managed Accounts | $0 | 442 |
| Number of Non-Managed Accounts | $0 | 446 |
| Total fiduciary and related assets | $0 | 472 |
| Managed Assets ($) | $0 | 442 |
| Non-managed Assets ($) | $0 | 445 |
| Memoranda | ||
| Gross Fiduciary activities income | $643,000 | 416 |
| 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 | $0 | 474 |
| Number of Managed Accounts | $0 | 446 |
| Number of Non-Managed Accounts | $0 | 448 |
| Total fiduciary and related assets | $0 | 473 |
| Managed Assets ($) | $0 | 446 |
| Non-managed Assets ($) | $0 | 447 |
| Memoranda | ||
| Gross Fiduciary activities income | $416,000 | 431 |
| 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 | $0 | 491 |
| Number of Managed Accounts | $0 | 461 |
| Number of Non-Managed Accounts | $0 | 460 |
| Total fiduciary and related assets | $0 | 490 |
| Managed Assets ($) | $0 | 461 |
| Non-managed Assets ($) | $0 | 458 |
| Memoranda | ||
| Gross Fiduciary activities income | $207,000 | 441 |
| 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 | $443,000 | 444 |
| Number of Managed Accounts | $433,000 | 340 |
| Number of Non-Managed Accounts | $10,000 | 1,018 |
| Total fiduciary and related assets | $143,701,000 | 479 |
| Managed Assets ($) | $141,369,000 | 397 |
| Non-managed Assets ($) | $2,332,000 | 952 |
| Memoranda | ||
| Gross Fiduciary activities income | $883,000 | 429 |
| 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 | $434,000 | 430 |
| Number of Managed Accounts | $425,000 | 329 |
| Number of Non-Managed Accounts | $9,000 | 998 |
| Total fiduciary and related assets | $133,249,000 | 465 |
| Managed Assets ($) | $129,123,000 | 403 |
| Non-managed Assets ($) | $4,126,000 | 806 |
| Memoranda | ||
| Gross Fiduciary activities income | $785,000 | 470 |
| 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 | $632,000 | 530 |
| 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 | $408,000 | 698 |
| 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 | $96,000 | 1,019 |
| 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 | $0 | 1,450 |
| 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 | $0 | 1,526 |
| 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 | $0 | 1,590 |
| 1994-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1993-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1992-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |