Home > City National Bank of West Virginia > Fiduciary and Related Services
City National Bank of West Virginia, 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 | $2,231,000 | 129 |
| Number of Managed Accounts | $2,201,000 | 101 |
| Number of Non-Managed Accounts | $30,000 | 469 |
| Total fiduciary and related assets | $1,706,983,000 | 199 |
| Managed Assets ($) | $1,581,269,000 | 166 |
| Non-managed Assets ($) | $125,714,000 | 259 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,346,000 | 183 |
| 2023-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 5 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,180,000 | 126 |
| Number of Managed Accounts | $2,151,000 | 102 |
| Number of Non-Managed Accounts | $29,000 | 285 |
| Total fiduciary and related assets | $1,609,146,000 | 197 |
| Managed Assets ($) | $1,495,981,000 | 165 |
| Non-managed Assets ($) | $113,165,000 | 228 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,830,000 | 186 |
| 2023-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 3 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,141,000 | 127 |
| Number of Managed Accounts | $2,111,000 | 102 |
| Number of Non-Managed Accounts | $30,000 | 331 |
| Total fiduciary and related assets | $1,605,796,000 | 194 |
| Managed Assets ($) | $1,490,705,000 | 163 |
| Non-managed Assets ($) | $115,091,000 | 250 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,471,000 | 184 |
| 2023-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,076,000 | 140 |
| Number of Managed Accounts | $2,047,000 | 113 |
| Number of Non-Managed Accounts | $29,000 | 296 |
| Total fiduciary and related assets | $1,538,216,000 | 204 |
| Managed Assets ($) | $1,426,076,000 | 171 |
| Non-managed Assets ($) | $112,140,000 | 234 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,187,000 | 191 |
| 2022-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,991,000 | 146 |
| Number of Managed Accounts | $1,965,000 | 113 |
| Number of Non-Managed Accounts | $26,000 | 509 |
| Total fiduciary and related assets | $1,460,115,000 | 205 |
| Managed Assets ($) | $1,349,706,000 | 175 |
| Non-managed Assets ($) | $110,409,000 | 266 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,754,000 | 194 |
| 2022-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,936,000 | 149 |
| Number of Managed Accounts | $1,910,000 | 117 |
| Number of Non-Managed Accounts | $26,000 | 311 |
| Total fiduciary and related assets | $1,358,113,000 | 207 |
| Managed Assets ($) | $1,252,738,000 | 176 |
| Non-managed Assets ($) | $105,375,000 | 239 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,455,000 | 196 |
| 2022-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,881,000 | 136 |
| Number of Managed Accounts | $1,853,000 | 111 |
| Number of Non-Managed Accounts | $28,000 | 317 |
| Total fiduciary and related assets | $1,387,140,000 | 175 |
| Managed Assets ($) | $1,267,168,000 | 152 |
| Non-managed Assets ($) | $119,972,000 | 220 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,247,000 | 170 |
| 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 | $1,870,000 | 138 |
| Number of Managed Accounts | $1,839,000 | 114 |
| Number of Non-Managed Accounts | $31,000 | 266 |
| Total fiduciary and related assets | $1,501,795,000 | 177 |
| Managed Assets ($) | $1,381,848,000 | 155 |
| Non-managed Assets ($) | $119,947,000 | 208 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,197,000 | 165 |
| 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 | $1,862,000 | 139 |
| Number of Managed Accounts | $1,833,000 | 114 |
| Number of Non-Managed Accounts | $29,000 | 478 |
| Total fiduciary and related assets | $1,565,713,000 | 181 |
| Managed Assets ($) | $1,436,950,000 | 155 |
| Non-managed Assets ($) | $128,763,000 | 235 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,412,000 | 173 |
| 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 | $1,825,000 | 141 |
| Number of Managed Accounts | $1,798,000 | 118 |
| Number of Non-Managed Accounts | $27,000 | 273 |
| Total fiduciary and related assets | $1,505,874,000 | 181 |
| Managed Assets ($) | $1,379,088,000 | 158 |
| Non-managed Assets ($) | $126,786,000 | 210 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,165,000 | 174 |
| 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 | $1,797,000 | 146 |
| Number of Managed Accounts | $1,771,000 | 120 |
| Number of Non-Managed Accounts | $26,000 | 310 |
| Total fiduciary and related assets | $1,473,276,000 | 182 |
| Managed Assets ($) | $1,345,320,000 | 161 |
| Non-managed Assets ($) | $127,956,000 | 231 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,044,000 | 178 |
| 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 | $1,756,000 | 146 |
| Number of Managed Accounts | $1,727,000 | 122 |
| Number of Non-Managed Accounts | $29,000 | 271 |
| Total fiduciary and related assets | $1,428,403,000 | 182 |
| Managed Assets ($) | $1,300,081,000 | 161 |
| Non-managed Assets ($) | $128,322,000 | 204 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,986,000 | 178 |
| 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 | $1,721,000 | 149 |
| Number of Managed Accounts | $1,692,000 | 126 |
| Number of Non-Managed Accounts | $29,000 | 485 |
| Total fiduciary and related assets | $1,376,361,000 | 182 |
| Managed Assets ($) | $1,263,260,000 | 161 |
| Non-managed Assets ($) | $113,101,000 | 239 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,711,000 | 167 |
| 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 | $1,689,000 | 148 |
| Number of Managed Accounts | $1,661,000 | 127 |
| Number of Non-Managed Accounts | $28,000 | 271 |
| Total fiduciary and related assets | $1,309,031,000 | 182 |
| Managed Assets ($) | $1,205,933,000 | 154 |
| Non-managed Assets ($) | $103,098,000 | 212 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,549,000 | 172 |
| 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 | $1,907,000 | 136 |
| Number of Managed Accounts | $1,640,000 | 129 |
| Number of Non-Managed Accounts | $267,000 | 120 |
| Total fiduciary and related assets | $1,306,900,000 | 184 |
| Managed Assets ($) | $1,169,901,000 | 158 |
| Non-managed Assets ($) | $136,999,000 | 212 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,705,000 | 169 |
| 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 | $1,893,000 | 136 |
| Number of Managed Accounts | $1,629,000 | 129 |
| Number of Non-Managed Accounts | $264,000 | 115 |
| Total fiduciary and related assets | $1,217,855,000 | 180 |
| Managed Assets ($) | $1,079,987,000 | 153 |
| Non-managed Assets ($) | $137,868,000 | 196 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,787,000 | 178 |
| 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 | $1,876,000 | 141 |
| Number of Managed Accounts | $1,610,000 | 134 |
| Number of Non-Managed Accounts | $266,000 | 136 |
| Total fiduciary and related assets | $1,318,972,000 | 184 |
| Managed Assets ($) | $1,174,646,000 | 160 |
| Non-managed Assets ($) | $144,326,000 | 215 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,158,000 | 175 |
| 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 | $1,839,000 | 141 |
| Number of Managed Accounts | $1,574,000 | 136 |
| Number of Non-Managed Accounts | $265,000 | 117 |
| Total fiduciary and related assets | $1,276,368,000 | 185 |
| Managed Assets ($) | $1,138,965,000 | 159 |
| Non-managed Assets ($) | $137,403,000 | 201 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,172,000 | 178 |
| 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 | $1,812,000 | 147 |
| Number of Managed Accounts | $1,548,000 | 136 |
| Number of Non-Managed Accounts | $264,000 | 121 |
| Total fiduciary and related assets | $1,246,767,000 | 184 |
| Managed Assets ($) | $1,112,888,000 | 158 |
| Non-managed Assets ($) | $133,879,000 | 215 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,340,000 | 179 |
| 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 | $1,788,000 | 147 |
| Number of Managed Accounts | $1,524,000 | 136 |
| Number of Non-Managed Accounts | $264,000 | 120 |
| Total fiduciary and related assets | $1,217,894,000 | 186 |
| Managed Assets ($) | $1,083,855,000 | 158 |
| Non-managed Assets ($) | $134,039,000 | 210 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,644,000 | 185 |
| 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 | $1,752,000 | 148 |
| Number of Managed Accounts | $1,487,000 | 133 |
| Number of Non-Managed Accounts | $265,000 | 141 |
| Total fiduciary and related assets | $1,146,113,000 | 184 |
| Managed Assets ($) | $1,014,554,000 | 157 |
| Non-managed Assets ($) | $131,559,000 | 213 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,520,000 | 184 |
| 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 | $1,738,000 | 146 |
| Number of Managed Accounts | $1,476,000 | 130 |
| Number of Non-Managed Accounts | $262,000 | 123 |
| Total fiduciary and related assets | $1,181,833,000 | 187 |
| Managed Assets ($) | $1,047,129,000 | 158 |
| Non-managed Assets ($) | $134,704,000 | 214 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,784,000 | 187 |
| 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 | $1,688,000 | 150 |
| Number of Managed Accounts | $1,427,000 | 138 |
| Number of Non-Managed Accounts | $261,000 | 121 |
| Total fiduciary and related assets | $1,116,547,000 | 189 |
| Managed Assets ($) | $989,025,000 | 160 |
| Non-managed Assets ($) | $127,522,000 | 220 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,170,000 | 187 |
| 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 | $1,680,000 | 152 |
| Number of Managed Accounts | $1,418,000 | 140 |
| Number of Non-Managed Accounts | $262,000 | 125 |
| Total fiduciary and related assets | $1,103,657,000 | 191 |
| Managed Assets ($) | $974,252,000 | 159 |
| Non-managed Assets ($) | $129,405,000 | 222 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,590,000 | 189 |
| 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 | $1,660,000 | 155 |
| Number of Managed Accounts | $1,399,000 | 139 |
| Number of Non-Managed Accounts | $261,000 | 143 |
| Total fiduciary and related assets | $1,120,862,000 | 190 |
| Managed Assets ($) | $989,503,000 | 162 |
| Non-managed Assets ($) | $131,359,000 | 220 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,281,000 | 182 |
| 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 | $1,657,000 | 151 |
| Number of Managed Accounts | $1,398,000 | 137 |
| Number of Non-Managed Accounts | $259,000 | 122 |
| Total fiduciary and related assets | $1,096,696,000 | 191 |
| Managed Assets ($) | $968,335,000 | 161 |
| Non-managed Assets ($) | $128,361,000 | 220 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,530,000 | 187 |
| 2017-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,652,000 | 148 |
| Number of Managed Accounts | $1,393,000 | 135 |
| Number of Non-Managed Accounts | $259,000 | 123 |
| Total fiduciary and related assets | $1,066,933,000 | 189 |
| Managed Assets ($) | $936,316,000 | 157 |
| Non-managed Assets ($) | $130,617,000 | 214 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,987,000 | 188 |
| 2017-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,635,000 | 144 |
| Number of Managed Accounts | $1,381,000 | 136 |
| Number of Non-Managed Accounts | $254,000 | 126 |
| Total fiduciary and related assets | $1,031,390,000 | 188 |
| Managed Assets ($) | $906,052,000 | 157 |
| Non-managed Assets ($) | $125,338,000 | 214 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,479,000 | 186 |
| 2016-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,598,000 | 149 |
| Number of Managed Accounts | $1,348,000 | 141 |
| Number of Non-Managed Accounts | $250,000 | 151 |
| Total fiduciary and related assets | $999,582,000 | 189 |
| Managed Assets ($) | $875,678,000 | 159 |
| Non-managed Assets ($) | $123,904,000 | 216 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,573,000 | 185 |
| 2016-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,584,000 | 146 |
| Number of Managed Accounts | $1,329,000 | 141 |
| Number of Non-Managed Accounts | $255,000 | 130 |
| Total fiduciary and related assets | $967,258,000 | 195 |
| Managed Assets ($) | $852,988,000 | 160 |
| Non-managed Assets ($) | $114,270,000 | 219 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,964,000 | 190 |
| 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 | $1,561,000 | 146 |
| Number of Managed Accounts | $1,308,000 | 143 |
| Number of Non-Managed Accounts | $253,000 | 130 |
| Total fiduciary and related assets | $957,680,000 | 194 |
| Managed Assets ($) | $843,569,000 | 160 |
| Non-managed Assets ($) | $114,111,000 | 221 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,651,000 | 189 |
| 2016-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,516,000 | 153 |
| Number of Managed Accounts | $1,256,000 | 149 |
| Number of Non-Managed Accounts | $260,000 | 127 |
| Total fiduciary and related assets | $911,751,000 | 198 |
| Managed Assets ($) | $791,741,000 | 165 |
| Non-managed Assets ($) | $120,010,000 | 209 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,297,000 | 190 |
| 2015-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,487,000 | 162 |
| Number of Managed Accounts | $1,230,000 | 149 |
| Number of Non-Managed Accounts | $257,000 | 150 |
| Total fiduciary and related assets | $890,554,000 | 199 |
| Managed Assets ($) | $773,707,000 | 168 |
| Non-managed Assets ($) | $116,847,000 | 218 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,123,000 | 193 |
| 2015-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,468,000 | 156 |
| Number of Managed Accounts | $1,214,000 | 145 |
| Number of Non-Managed Accounts | $254,000 | 128 |
| Total fiduciary and related assets | $867,622,000 | 200 |
| Managed Assets ($) | $752,367,000 | 167 |
| Non-managed Assets ($) | $115,255,000 | 213 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,598,000 | 206 |
| 2015-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,448,000 | 158 |
| Number of Managed Accounts | $1,197,000 | 150 |
| Number of Non-Managed Accounts | $251,000 | 130 |
| Total fiduciary and related assets | $870,121,000 | 206 |
| Managed Assets ($) | $748,200,000 | 173 |
| Non-managed Assets ($) | $121,921,000 | 209 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,411,000 | 212 |
| 2015-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,598,000 | 144 |
| Number of Managed Accounts | $1,202,000 | 146 |
| Number of Non-Managed Accounts | $396,000 | 107 |
| Total fiduciary and related assets | $906,057,000 | 202 |
| Managed Assets ($) | $755,004,000 | 171 |
| Non-managed Assets ($) | $151,053,000 | 195 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,201,000 | 211 |
| 2014-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,570,000 | 148 |
| Number of Managed Accounts | $1,173,000 | 149 |
| Number of Non-Managed Accounts | $397,000 | 124 |
| Total fiduciary and related assets | $901,530,000 | 199 |
| Managed Assets ($) | $748,341,000 | 170 |
| Non-managed Assets ($) | $153,189,000 | 191 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,606,000 | 207 |
| 2014-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,541,000 | 147 |
| Number of Managed Accounts | $1,136,000 | 151 |
| Number of Non-Managed Accounts | $405,000 | 105 |
| Total fiduciary and related assets | $834,235,000 | 203 |
| Managed Assets ($) | $676,323,000 | 178 |
| Non-managed Assets ($) | $157,912,000 | 188 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,238,000 | 215 |
| 2014-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,517,000 | 146 |
| Number of Managed Accounts | $1,108,000 | 153 |
| Number of Non-Managed Accounts | $409,000 | 102 |
| Total fiduciary and related assets | $811,773,000 | 203 |
| Managed Assets ($) | $648,401,000 | 181 |
| Non-managed Assets ($) | $163,372,000 | 189 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,115,000 | 217 |
| 2014-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,475,000 | 152 |
| Number of Managed Accounts | $1,061,000 | 162 |
| Number of Non-Managed Accounts | $414,000 | 107 |
| Total fiduciary and related assets | $767,918,000 | 205 |
| Managed Assets ($) | $614,258,000 | 185 |
| Non-managed Assets ($) | $153,660,000 | 195 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,039,000 | 224 |
| 2013-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,452,000 | 159 |
| Number of Managed Accounts | $1,035,000 | 165 |
| Number of Non-Managed Accounts | $417,000 | 120 |
| Total fiduciary and related assets | $754,582,000 | 204 |
| Managed Assets ($) | $601,394,000 | 189 |
| Non-managed Assets ($) | $153,188,000 | 199 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,029,000 | 210 |
| 2013-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,446,000 | 149 |
| Number of Managed Accounts | $1,027,000 | 158 |
| Number of Non-Managed Accounts | $419,000 | 103 |
| Total fiduciary and related assets | $731,821,000 | 201 |
| Managed Assets ($) | $579,582,000 | 183 |
| Non-managed Assets ($) | $152,239,000 | 188 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,828,000 | 222 |
| 2013-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,437,000 | 149 |
| Number of Managed Accounts | $1,019,000 | 155 |
| Number of Non-Managed Accounts | $418,000 | 103 |
| Total fiduciary and related assets | $739,147,000 | 195 |
| Managed Assets ($) | $579,279,000 | 175 |
| Non-managed Assets ($) | $159,868,000 | 187 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,884,000 | 220 |
| 2013-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,402,000 | 157 |
| Number of Managed Accounts | $991,000 | 159 |
| Number of Non-Managed Accounts | $411,000 | 106 |
| Total fiduciary and related assets | $733,011,000 | 197 |
| Managed Assets ($) | $584,863,000 | 180 |
| Non-managed Assets ($) | $148,148,000 | 191 |
| Memoranda | ||
| Gross Fiduciary activities income | $940,000 | 219 |
| 2012-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,373,000 | 168 |
| Number of Managed Accounts | $959,000 | 163 |
| Number of Non-Managed Accounts | $414,000 | 125 |
| Total fiduciary and related assets | $739,843,000 | 193 |
| Managed Assets ($) | $584,301,000 | 175 |
| Non-managed Assets ($) | $155,542,000 | 196 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,790,000 | 206 |
| 2012-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,336,000 | 160 |
| Number of Managed Accounts | $922,000 | 162 |
| Number of Non-Managed Accounts | $414,000 | 102 |
| Total fiduciary and related assets | $765,376,000 | 194 |
| Managed Assets ($) | $582,248,000 | 174 |
| Non-managed Assets ($) | $183,128,000 | 173 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,683,000 | 219 |
| 2012-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,297,000 | 162 |
| Number of Managed Accounts | $885,000 | 163 |
| Number of Non-Managed Accounts | $412,000 | 104 |
| Total fiduciary and related assets | $696,250,000 | 192 |
| Managed Assets ($) | $506,045,000 | 183 |
| Non-managed Assets ($) | $190,205,000 | 170 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,765,000 | 220 |
| 2012-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,228,000 | 166 |
| Number of Managed Accounts | $825,000 | 178 |
| Number of Non-Managed Accounts | $403,000 | 105 |
| Total fiduciary and related assets | $642,411,000 | 202 |
| Managed Assets ($) | $475,315,000 | 199 |
| Non-managed Assets ($) | $167,096,000 | 175 |
| Memoranda | ||
| Gross Fiduciary activities income | $823,000 | 229 |
| 2011-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,196,000 | 176 |
| Number of Managed Accounts | $794,000 | 185 |
| Number of Non-Managed Accounts | $402,000 | 127 |
| Total fiduciary and related assets | $579,964,000 | 211 |
| Managed Assets ($) | $455,941,000 | 201 |
| Non-managed Assets ($) | $124,023,000 | 201 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,065,000 | 199 |
| 2011-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,184,000 | 168 |
| Number of Managed Accounts | $776,000 | 183 |
| Number of Non-Managed Accounts | $408,000 | 104 |
| Total fiduciary and related assets | $551,982,000 | 212 |
| Managed Assets ($) | $422,965,000 | 202 |
| Non-managed Assets ($) | $129,017,000 | 190 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,163,000 | 207 |
| 2011-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,170,000 | 174 |
| Number of Managed Accounts | $760,000 | 187 |
| Number of Non-Managed Accounts | $410,000 | 110 |
| Total fiduciary and related assets | $545,470,000 | 226 |
| Managed Assets ($) | $414,488,000 | 220 |
| Non-managed Assets ($) | $130,982,000 | 193 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,456,000 | 210 |
| 2011-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,157,000 | 176 |
| Number of Managed Accounts | $750,000 | 189 |
| Number of Non-Managed Accounts | $407,000 | 112 |
| Total fiduciary and related assets | $519,801,000 | 235 |
| Managed Assets ($) | $409,434,000 | 221 |
| Non-managed Assets ($) | $110,367,000 | 209 |
| Memoranda | ||
| Gross Fiduciary activities income | $727,000 | 213 |
| 2010-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,131,000 | 192 |
| Number of Managed Accounts | $725,000 | 208 |
| Number of Non-Managed Accounts | $406,000 | 133 |
| Total fiduciary and related assets | $519,259,000 | 232 |
| Managed Assets ($) | $413,167,000 | 211 |
| Non-managed Assets ($) | $106,092,000 | 226 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,606,000 | 217 |
| 2010-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,080,000 | 190 |
| Number of Managed Accounts | $707,000 | 201 |
| Number of Non-Managed Accounts | $373,000 | 119 |
| Total fiduciary and related assets | $494,030,000 | 235 |
| Managed Assets ($) | $394,821,000 | 212 |
| Non-managed Assets ($) | $99,209,000 | 210 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,805,000 | 226 |
| 2010-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,038,000 | 199 |
| Number of Managed Accounts | $669,000 | 207 |
| Number of Non-Managed Accounts | $369,000 | 122 |
| Total fiduciary and related assets | $463,587,000 | 236 |
| Managed Assets ($) | $369,025,000 | 216 |
| Non-managed Assets ($) | $94,562,000 | 215 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,176,000 | 230 |
| 2010-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,096,000 | 186 |
| Number of Managed Accounts | $640,000 | 216 |
| Number of Non-Managed Accounts | $456,000 | 114 |
| Total fiduciary and related assets | $467,613,000 | 246 |
| Managed Assets ($) | $369,766,000 | 222 |
| Non-managed Assets ($) | $97,847,000 | 216 |
| Memoranda | ||
| Gross Fiduciary activities income | $584,000 | 232 |
| 2009-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,070,000 | 208 |
| Number of Managed Accounts | $615,000 | 240 |
| Number of Non-Managed Accounts | $455,000 | 138 |
| Total fiduciary and related assets | $441,897,000 | 255 |
| Managed Assets ($) | $351,823,000 | 227 |
| Non-managed Assets ($) | $90,074,000 | 242 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,444,000 | 217 |
| 2009-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,064,000 | 197 |
| Number of Managed Accounts | $607,000 | 228 |
| Number of Non-Managed Accounts | $457,000 | 111 |
| Total fiduciary and related assets | $419,311,000 | 261 |
| Managed Assets ($) | $337,659,000 | 231 |
| Non-managed Assets ($) | $81,652,000 | 218 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,679,000 | 228 |
| 2009-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,046,000 | 203 |
| Number of Managed Accounts | $584,000 | 231 |
| Number of Non-Managed Accounts | $462,000 | 110 |
| Total fiduciary and related assets | $386,469,000 | 265 |
| Managed Assets ($) | $305,003,000 | 238 |
| Non-managed Assets ($) | $81,466,000 | 214 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,103,000 | 232 |
| 2009-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,021,000 | 208 |
| Number of Managed Accounts | $569,000 | 234 |
| Number of Non-Managed Accounts | $452,000 | 112 |
| Total fiduciary and related assets | $375,824,000 | 262 |
| Managed Assets ($) | $292,322,000 | 240 |
| Non-managed Assets ($) | $83,502,000 | 210 |
| Memoranda | ||
| Gross Fiduciary activities income | $495,000 | 251 |
| 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 | $996,000 | 231 |
| Number of Managed Accounts | $547,000 | 265 |
| Number of Non-Managed Accounts | $449,000 | 144 |
| Total fiduciary and related assets | $376,561,000 | 274 |
| Managed Assets ($) | $292,053,000 | 244 |
| Non-managed Assets ($) | $84,508,000 | 237 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,205,000 | 250 |
| 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 | $970,000 | 219 |
| Number of Managed Accounts | $528,000 | 246 |
| Number of Non-Managed Accounts | $442,000 | 121 |
| Total fiduciary and related assets | $386,493,000 | 275 |
| Managed Assets ($) | $301,491,000 | 251 |
| Non-managed Assets ($) | $85,002,000 | 224 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,587,000 | 262 |
| 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 | $941,000 | 227 |
| Number of Managed Accounts | $506,000 | 256 |
| Number of Non-Managed Accounts | $435,000 | 125 |
| Total fiduciary and related assets | $373,087,000 | 290 |
| Managed Assets ($) | $286,331,000 | 264 |
| Non-managed Assets ($) | $86,756,000 | 232 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,073,000 | 266 |
| 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 | $928,000 | 231 |
| Number of Managed Accounts | $496,000 | 259 |
| Number of Non-Managed Accounts | $432,000 | 126 |
| Total fiduciary and related assets | $357,625,000 | 303 |
| Managed Assets ($) | $269,018,000 | 283 |
| Non-managed Assets ($) | $88,607,000 | 235 |
| Memoranda | ||
| Gross Fiduciary activities income | $462,000 | 295 |
| 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 | $923,000 | 248 |
| Number of Managed Accounts | $495,000 | 282 |
| Number of Non-Managed Accounts | $428,000 | 149 |
| Total fiduciary and related assets | $359,431,000 | 306 |
| Managed Assets ($) | $270,099,000 | 288 |
| Non-managed Assets ($) | $89,332,000 | 262 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,025,000 | 272 |
| 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 | $913,000 | 224 |
| Number of Managed Accounts | $498,000 | 253 |
| Number of Non-Managed Accounts | $415,000 | 120 |
| Total fiduciary and related assets | $351,555,000 | 308 |
| Managed Assets ($) | $262,286,000 | 296 |
| Non-managed Assets ($) | $89,269,000 | 232 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,473,000 | 274 |
| 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 | $902,000 | 228 |
| Number of Managed Accounts | $485,000 | 257 |
| Number of Non-Managed Accounts | $417,000 | 124 |
| Total fiduciary and related assets | $344,028,000 | 319 |
| Managed Assets ($) | $255,717,000 | 303 |
| Non-managed Assets ($) | $88,311,000 | 239 |
| Memoranda | ||
| Gross Fiduciary activities income | $969,000 | 283 |
| 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 | $901,000 | 229 |
| Number of Managed Accounts | $489,000 | 257 |
| Number of Non-Managed Accounts | $412,000 | 119 |
| Total fiduciary and related assets | $347,026,000 | 312 |
| Managed Assets ($) | $261,471,000 | 295 |
| Non-managed Assets ($) | $85,555,000 | 239 |
| Memoranda | ||
| Gross Fiduciary activities income | $445,000 | 303 |
| 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 | $914,000 | 243 |
| Number of Managed Accounts | $503,000 | 279 |
| Number of Non-Managed Accounts | $411,000 | 148 |
| Total fiduciary and related assets | $342,043,000 | 314 |
| Managed Assets ($) | $260,739,000 | 296 |
| Non-managed Assets ($) | $81,304,000 | 276 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,107,000 | 266 |
| 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 | $909,000 | 226 |
| Number of Managed Accounts | $502,000 | 257 |
| Number of Non-Managed Accounts | $407,000 | 122 |
| Total fiduciary and related assets | $319,345,000 | 326 |
| Managed Assets ($) | $240,160,000 | 299 |
| Non-managed Assets ($) | $79,185,000 | 246 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,547,000 | 272 |
| 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 | $896,000 | 230 |
| Number of Managed Accounts | $493,000 | 265 |
| Number of Non-Managed Accounts | $403,000 | 128 |
| Total fiduciary and related assets | $311,237,000 | 332 |
| Managed Assets ($) | $234,458,000 | 303 |
| Non-managed Assets ($) | $76,779,000 | 254 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,029,000 | 278 |
| 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 | $874,000 | 237 |
| Number of Managed Accounts | $484,000 | 267 |
| Number of Non-Managed Accounts | $390,000 | 130 |
| Total fiduciary and related assets | $313,958,000 | 327 |
| Managed Assets ($) | $234,759,000 | 301 |
| Non-managed Assets ($) | $79,199,000 | 255 |
| Memoranda | ||
| Gross Fiduciary activities income | $490,000 | 280 |
| 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 | $861,000 | 260 |
| Number of Managed Accounts | $482,000 | 295 |
| Number of Non-Managed Accounts | $379,000 | 158 |
| Total fiduciary and related assets | $302,330,000 | 339 |
| Managed Assets ($) | $227,048,000 | 311 |
| Non-managed Assets ($) | $75,282,000 | 285 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,940,000 | 278 |
| 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 | $863,000 | 233 |
| Number of Managed Accounts | $489,000 | 263 |
| Number of Non-Managed Accounts | $374,000 | 133 |
| Total fiduciary and related assets | $288,761,000 | 336 |
| Managed Assets ($) | $210,584,000 | 307 |
| Non-managed Assets ($) | $78,177,000 | 248 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,398,000 | 277 |
| 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 | $845,000 | 234 |
| Number of Managed Accounts | $478,000 | 270 |
| Number of Non-Managed Accounts | $367,000 | 135 |
| Total fiduciary and related assets | $281,965,000 | 340 |
| Managed Assets ($) | $205,838,000 | 309 |
| Non-managed Assets ($) | $76,127,000 | 253 |
| Memoranda | ||
| Gross Fiduciary activities income | $900,000 | 284 |
| 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 | $843,000 | 236 |
| Number of Managed Accounts | $480,000 | 268 |
| Number of Non-Managed Accounts | $363,000 | 137 |
| Total fiduciary and related assets | $283,756,000 | 339 |
| Managed Assets ($) | $210,838,000 | 311 |
| Non-managed Assets ($) | $72,918,000 | 256 |
| Memoranda | ||
| Gross Fiduciary activities income | $446,000 | 287 |
| 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 | $851,000 | 256 |
| Number of Managed Accounts | $488,000 | 286 |
| Number of Non-Managed Accounts | $363,000 | 173 |
| Total fiduciary and related assets | $290,493,000 | 340 |
| Managed Assets ($) | $213,473,000 | 321 |
| Non-managed Assets ($) | $77,020,000 | 285 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,997,000 | 261 |
| 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 | $849,000 | 238 |
| Number of Managed Accounts | $496,000 | 256 |
| Number of Non-Managed Accounts | $353,000 | 137 |
| Total fiduciary and related assets | $285,445,000 | 334 |
| Managed Assets ($) | $211,805,000 | 298 |
| Non-managed Assets ($) | $73,640,000 | 256 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,500,000 | 261 |
| 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 | $862,000 | 236 |
| Number of Managed Accounts | $498,000 | 257 |
| Number of Non-Managed Accounts | $364,000 | 136 |
| Total fiduciary and related assets | $290,854,000 | 329 |
| Managed Assets ($) | $214,379,000 | 306 |
| Non-managed Assets ($) | $76,475,000 | 254 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,047,000 | 260 |
| 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 | $867,000 | 232 |
| Number of Managed Accounts | $503,000 | 260 |
| Number of Non-Managed Accounts | $364,000 | 137 |
| Total fiduciary and related assets | $318,360,000 | 315 |
| Managed Assets ($) | $228,120,000 | 303 |
| Non-managed Assets ($) | $90,240,000 | 249 |
| Memoranda | ||
| Gross Fiduciary activities income | $612,000 | 235 |
| 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 | $865,000 | 266 |
| Number of Managed Accounts | $506,000 | 286 |
| Number of Non-Managed Accounts | $359,000 | 188 |
| Total fiduciary and related assets | $314,882,000 | 328 |
| Managed Assets ($) | $223,309,000 | 314 |
| Non-managed Assets ($) | $91,573,000 | 269 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,504,000 | 305 |
| 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 | $880,000 | 241 |
| Number of Managed Accounts | $518,000 | 263 |
| Number of Non-Managed Accounts | $362,000 | 158 |
| Total fiduciary and related assets | $330,821,000 | 313 |
| Managed Assets ($) | $236,850,000 | 291 |
| Non-managed Assets ($) | $93,971,000 | 256 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,151,000 | 313 |
| 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 | $884,000 | 247 |
| Number of Managed Accounts | $521,000 | 262 |
| Number of Non-Managed Accounts | $363,000 | 159 |
| Total fiduciary and related assets | $335,119,000 | 313 |
| Managed Assets ($) | $245,163,000 | 281 |
| Non-managed Assets ($) | $89,956,000 | 259 |
| Memoranda | ||
| Gross Fiduciary activities income | $807,000 | 312 |
| 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 | $890,000 | 250 |
| Number of Managed Accounts | $514,000 | 274 |
| Number of Non-Managed Accounts | $376,000 | 166 |
| Total fiduciary and related assets | $360,593,000 | 305 |
| Managed Assets ($) | $270,717,000 | 269 |
| Non-managed Assets ($) | $89,876,000 | 260 |
| Memoranda | ||
| Gross Fiduciary activities income | $325,000 | 349 |
| 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 | $890,000 | 277 |
| Number of Managed Accounts | $509,000 | 303 |
| Number of Non-Managed Accounts | $381,000 | 197 |
| Total fiduciary and related assets | $264,027,000 | 361 |
| Managed Assets ($) | $186,523,000 | 346 |
| Non-managed Assets ($) | $77,504,000 | 293 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,334,000 | 351 |
| 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 | $949,000 | 238 |
| Number of Managed Accounts | $555,000 | 267 |
| Number of Non-Managed Accounts | $394,000 | 173 |
| Total fiduciary and related assets | $249,007,000 | 360 |
| Managed Assets ($) | $185,080,000 | 341 |
| Non-managed Assets ($) | $63,927,000 | 298 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,385,000 | 359 |
| 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 | $1,528,000 | 338 |
| 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 | $1,193,000 | 422 |
| 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 | $188,000 | 885 |
| 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 | $0 | 1,599 |
| 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 | $0 | 1,630 |
| 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 | $0 | 1,658 |