Home > CoreFirst Bank & Trust > Fiduciary and Related Services
CoreFirst Bank & Trust, 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 | $799,000 | 280 |
| Number of Managed Accounts | $745,000 | 255 |
| Number of Non-Managed Accounts | $54,000 | 368 |
| Total fiduciary and related assets | $634,468,000 | 312 |
| Managed Assets ($) | $570,427,000 | 287 |
| Non-managed Assets ($) | $64,041,000 | 328 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,540,000 | 272 |
| 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 | $0 | 375 |
| Number of Managed Accounts | $0 | 366 |
| Number of Non-Managed Accounts | $0 | 365 |
| Total fiduciary and related assets | $0 | 376 |
| Managed Assets ($) | $0 | 366 |
| Non-managed Assets ($) | $0 | 363 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,466,000 | 270 |
| 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 | $800,000 | 270 |
| Number of Managed Accounts | $742,000 | 245 |
| Number of Non-Managed Accounts | $58,000 | 267 |
| Total fiduciary and related assets | $616,934,000 | 304 |
| Managed Assets ($) | $556,880,000 | 277 |
| Non-managed Assets ($) | $60,054,000 | 301 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,304,000 | 265 |
| 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 | $0 | 384 |
| Number of Managed Accounts | $0 | 375 |
| Number of Non-Managed Accounts | $0 | 373 |
| Total fiduciary and related assets | $0 | 384 |
| Managed Assets ($) | $0 | 375 |
| Non-managed Assets ($) | $0 | 373 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,041,000 | 292 |
| 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 | $791,000 | 284 |
| Number of Managed Accounts | $722,000 | 262 |
| Number of Non-Managed Accounts | $69,000 | 322 |
| Total fiduciary and related assets | $603,356,000 | 310 |
| Managed Assets ($) | $543,619,000 | 287 |
| Non-managed Assets ($) | $59,737,000 | 333 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,259,000 | 289 |
| 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 | $0 | 399 |
| Number of Managed Accounts | $0 | 389 |
| Number of Non-Managed Accounts | $0 | 385 |
| Total fiduciary and related assets | $0 | 399 |
| Managed Assets ($) | $0 | 389 |
| Non-managed Assets ($) | $0 | 385 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,223,000 | 285 |
| 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 | $770,000 | 250 |
| Number of Managed Accounts | $708,000 | 236 |
| Number of Non-Managed Accounts | $62,000 | 240 |
| Total fiduciary and related assets | $577,319,000 | 280 |
| Managed Assets ($) | $519,145,000 | 254 |
| Non-managed Assets ($) | $58,174,000 | 276 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,162,000 | 254 |
| 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 | $0 | 359 |
| Number of Managed Accounts | $0 | 350 |
| Number of Non-Managed Accounts | $0 | 347 |
| Total fiduciary and related assets | $0 | 358 |
| Managed Assets ($) | $0 | 350 |
| Non-managed Assets ($) | $0 | 346 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,131,000 | 252 |
| 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 | $754,000 | 265 |
| Number of Managed Accounts | $689,000 | 246 |
| Number of Non-Managed Accounts | $65,000 | 315 |
| Total fiduciary and related assets | $641,851,000 | 286 |
| Managed Assets ($) | $574,643,000 | 261 |
| Non-managed Assets ($) | $67,208,000 | 307 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,384,000 | 250 |
| 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 | $0 | 343 |
| Number of Managed Accounts | $0 | 335 |
| Number of Non-Managed Accounts | $0 | 330 |
| Total fiduciary and related assets | $0 | 343 |
| Managed Assets ($) | $0 | 335 |
| Non-managed Assets ($) | $0 | 330 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,349,000 | 248 |
| 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 | $772,000 | 252 |
| Number of Managed Accounts | $702,000 | 242 |
| Number of Non-Managed Accounts | $70,000 | 227 |
| Total fiduciary and related assets | $649,786,000 | 271 |
| Managed Assets ($) | $586,370,000 | 251 |
| Non-managed Assets ($) | $63,416,000 | 280 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,180,000 | 248 |
| 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 | $0 | 345 |
| Number of Managed Accounts | $0 | 337 |
| Number of Non-Managed Accounts | $0 | 333 |
| Total fiduciary and related assets | $0 | 345 |
| Managed Assets ($) | $0 | 337 |
| Non-managed Assets ($) | $0 | 332 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,073,000 | 251 |
| 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 | $766,000 | 260 |
| Number of Managed Accounts | $683,000 | 244 |
| Number of Non-Managed Accounts | $83,000 | 280 |
| Total fiduciary and related assets | $606,142,000 | 275 |
| Managed Assets ($) | $541,718,000 | 251 |
| Non-managed Assets ($) | $64,424,000 | 302 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,627,000 | 260 |
| 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 | $0 | 346 |
| Number of Managed Accounts | $0 | 338 |
| Number of Non-Managed Accounts | $0 | 335 |
| Total fiduciary and related assets | $0 | 346 |
| Managed Assets ($) | $0 | 338 |
| Non-managed Assets ($) | $0 | 335 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,726,000 | 257 |
| 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 | $753,000 | 255 |
| Number of Managed Accounts | $683,000 | 238 |
| Number of Non-Managed Accounts | $70,000 | 229 |
| Total fiduciary and related assets | $553,127,000 | 276 |
| Managed Assets ($) | $491,883,000 | 251 |
| Non-managed Assets ($) | $61,244,000 | 270 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,794,000 | 261 |
| 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 | $0 | 351 |
| Number of Managed Accounts | $0 | 342 |
| Number of Non-Managed Accounts | $0 | 338 |
| Total fiduciary and related assets | $0 | 351 |
| Managed Assets ($) | $0 | 342 |
| Non-managed Assets ($) | $0 | 338 |
| Memoranda | ||
| Gross Fiduciary activities income | $977,000 | 246 |
| 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 | $748,000 | 267 |
| Number of Managed Accounts | $675,000 | 243 |
| Number of Non-Managed Accounts | $73,000 | 312 |
| Total fiduciary and related assets | $573,199,000 | 273 |
| Managed Assets ($) | $500,973,000 | 250 |
| Non-managed Assets ($) | $72,226,000 | 281 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,523,000 | 261 |
| 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 | $0 | 357 |
| Number of Managed Accounts | $0 | 349 |
| Number of Non-Managed Accounts | $0 | 341 |
| Total fiduciary and related assets | $0 | 357 |
| Managed Assets ($) | $0 | 349 |
| Non-managed Assets ($) | $0 | 341 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,572,000 | 266 |
| 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 | $781,000 | 244 |
| Number of Managed Accounts | $700,000 | 230 |
| Number of Non-Managed Accounts | $81,000 | 212 |
| Total fiduciary and related assets | $546,636,000 | 272 |
| Managed Assets ($) | $483,581,000 | 247 |
| Non-managed Assets ($) | $63,055,000 | 271 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,716,000 | 267 |
| 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 | $751,000 | 248 |
| Number of Managed Accounts | $681,000 | 235 |
| Number of Non-Managed Accounts | $70,000 | 228 |
| Total fiduciary and related assets | $533,605,000 | 271 |
| Managed Assets ($) | $471,902,000 | 245 |
| Non-managed Assets ($) | $61,703,000 | 272 |
| Memoranda | ||
| Gross Fiduciary activities income | $887,000 | 253 |
| 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 | $743,000 | 262 |
| Number of Managed Accounts | $673,000 | 239 |
| Number of Non-Managed Accounts | $70,000 | 327 |
| Total fiduciary and related assets | $480,351,000 | 284 |
| Managed Assets ($) | $440,707,000 | 248 |
| Non-managed Assets ($) | $39,644,000 | 355 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,360,000 | 264 |
| 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 | $765,000 | 248 |
| Number of Managed Accounts | $682,000 | 234 |
| Number of Non-Managed Accounts | $83,000 | 210 |
| Total fiduciary and related assets | $513,412,000 | 283 |
| Managed Assets ($) | $468,690,000 | 247 |
| Non-managed Assets ($) | $44,722,000 | 294 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,517,000 | 265 |
| 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 | $765,000 | 253 |
| Number of Managed Accounts | $682,000 | 236 |
| Number of Non-Managed Accounts | $83,000 | 212 |
| Total fiduciary and related assets | $504,341,000 | 283 |
| Managed Assets ($) | $461,215,000 | 249 |
| Non-managed Assets ($) | $43,126,000 | 298 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,672,000 | 267 |
| 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 | $740,000 | 258 |
| Number of Managed Accounts | $658,000 | 242 |
| Number of Non-Managed Accounts | $82,000 | 214 |
| Total fiduciary and related assets | $487,006,000 | 284 |
| Managed Assets ($) | $446,571,000 | 250 |
| Non-managed Assets ($) | $40,435,000 | 297 |
| Memoranda | ||
| Gross Fiduciary activities income | $864,000 | 261 |
| 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 | $966,000 | 237 |
| Number of Managed Accounts | $883,000 | 203 |
| Number of Non-Managed Accounts | $83,000 | 296 |
| Total fiduciary and related assets | $490,944,000 | 286 |
| Managed Assets ($) | $450,472,000 | 256 |
| Non-managed Assets ($) | $40,472,000 | 359 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,359,000 | 258 |
| 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 | $979,000 | 221 |
| Number of Managed Accounts | $892,000 | 196 |
| Number of Non-Managed Accounts | $87,000 | 208 |
| Total fiduciary and related assets | $507,976,000 | 281 |
| Managed Assets ($) | $468,538,000 | 246 |
| Non-managed Assets ($) | $39,438,000 | 295 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,527,000 | 259 |
| 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 | $993,000 | 217 |
| Number of Managed Accounts | $905,000 | 193 |
| Number of Non-Managed Accounts | $88,000 | 207 |
| Total fiduciary and related assets | $506,364,000 | 274 |
| Managed Assets ($) | $467,913,000 | 242 |
| Non-managed Assets ($) | $38,451,000 | 296 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,720,000 | 257 |
| 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 | $997,000 | 213 |
| Number of Managed Accounts | $908,000 | 192 |
| Number of Non-Managed Accounts | $89,000 | 205 |
| Total fiduciary and related assets | $500,488,000 | 275 |
| Managed Assets ($) | $461,225,000 | 245 |
| Non-managed Assets ($) | $39,263,000 | 294 |
| Memoranda | ||
| Gross Fiduciary activities income | $933,000 | 239 |
| 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 | $1,006,000 | 217 |
| Number of Managed Accounts | $912,000 | 186 |
| Number of Non-Managed Accounts | $94,000 | 284 |
| Total fiduciary and related assets | $490,933,000 | 270 |
| Managed Assets ($) | $453,380,000 | 242 |
| Non-managed Assets ($) | $37,553,000 | 361 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,204,000 | 258 |
| 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 | $1,001,000 | 213 |
| Number of Managed Accounts | $899,000 | 188 |
| Number of Non-Managed Accounts | $102,000 | 194 |
| Total fiduciary and related assets | $497,606,000 | 265 |
| Managed Assets ($) | $454,905,000 | 238 |
| Non-managed Assets ($) | $42,701,000 | 292 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,397,000 | 260 |
| 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 | $1,002,000 | 213 |
| Number of Managed Accounts | $896,000 | 185 |
| Number of Non-Managed Accounts | $106,000 | 195 |
| Total fiduciary and related assets | $493,199,000 | 269 |
| Managed Assets ($) | $451,214,000 | 243 |
| Non-managed Assets ($) | $41,985,000 | 296 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,647,000 | 259 |
| 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 | $745,000 | 255 |
| Number of Managed Accounts | $648,000 | 241 |
| Number of Non-Managed Accounts | $97,000 | 203 |
| Total fiduciary and related assets | $483,724,000 | 272 |
| Managed Assets ($) | $440,627,000 | 241 |
| Non-managed Assets ($) | $43,097,000 | 291 |
| Memoranda | ||
| Gross Fiduciary activities income | $841,000 | 249 |
| 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 | $728,000 | 273 |
| Number of Managed Accounts | $634,000 | 249 |
| Number of Non-Managed Accounts | $94,000 | 291 |
| Total fiduciary and related assets | $474,195,000 | 273 |
| Managed Assets ($) | $426,765,000 | 247 |
| Non-managed Assets ($) | $47,430,000 | 325 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,122,000 | 264 |
| 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 | $726,000 | 260 |
| Number of Managed Accounts | $626,000 | 245 |
| Number of Non-Managed Accounts | $100,000 | 199 |
| Total fiduciary and related assets | $462,859,000 | 276 |
| Managed Assets ($) | $414,720,000 | 246 |
| Non-managed Assets ($) | $48,139,000 | 281 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,358,000 | 265 |
| 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 | $992,000 | 214 |
| Number of Managed Accounts | $888,000 | 190 |
| Number of Non-Managed Accounts | $104,000 | 196 |
| Total fiduciary and related assets | $472,749,000 | 280 |
| Managed Assets ($) | $420,686,000 | 251 |
| Non-managed Assets ($) | $52,063,000 | 281 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,570,000 | 267 |
| 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 | $745,000 | 260 |
| Number of Managed Accounts | $636,000 | 241 |
| Number of Non-Managed Accounts | $109,000 | 187 |
| Total fiduciary and related assets | $476,921,000 | 280 |
| Managed Assets ($) | $401,823,000 | 262 |
| Non-managed Assets ($) | $75,098,000 | 253 |
| Memoranda | ||
| Gross Fiduciary activities income | $798,000 | 266 |
| 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 | $748,000 | 275 |
| Number of Managed Accounts | $638,000 | 248 |
| Number of Non-Managed Accounts | $110,000 | 272 |
| Total fiduciary and related assets | $474,095,000 | 280 |
| Managed Assets ($) | $397,234,000 | 262 |
| Non-managed Assets ($) | $76,861,000 | 267 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,922,000 | 277 |
| 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 | $753,000 | 258 |
| Number of Managed Accounts | $641,000 | 240 |
| Number of Non-Managed Accounts | $112,000 | 187 |
| Total fiduciary and related assets | $464,253,000 | 282 |
| Managed Assets ($) | $382,023,000 | 269 |
| Non-managed Assets ($) | $82,230,000 | 247 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,215,000 | 277 |
| 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 | $753,000 | 256 |
| Number of Managed Accounts | $628,000 | 244 |
| Number of Non-Managed Accounts | $125,000 | 179 |
| Total fiduciary and related assets | $467,295,000 | 279 |
| Managed Assets ($) | $379,826,000 | 269 |
| Non-managed Assets ($) | $87,469,000 | 241 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,515,000 | 271 |
| 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 | $767,000 | 258 |
| Number of Managed Accounts | $644,000 | 237 |
| Number of Non-Managed Accounts | $123,000 | 186 |
| Total fiduciary and related assets | $456,961,000 | 282 |
| Managed Assets ($) | $372,210,000 | 269 |
| Non-managed Assets ($) | $84,751,000 | 241 |
| Memoranda | ||
| Gross Fiduciary activities income | $757,000 | 273 |
| 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 | $772,000 | 264 |
| Number of Managed Accounts | $644,000 | 243 |
| Number of Non-Managed Accounts | $128,000 | 263 |
| Total fiduciary and related assets | $465,791,000 | 275 |
| Managed Assets ($) | $381,114,000 | 261 |
| Non-managed Assets ($) | $84,677,000 | 259 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,924,000 | 263 |
| 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 | $789,000 | 246 |
| Number of Managed Accounts | $654,000 | 226 |
| Number of Non-Managed Accounts | $135,000 | 180 |
| Total fiduciary and related assets | $465,278,000 | 267 |
| Managed Assets ($) | $374,694,000 | 257 |
| Non-managed Assets ($) | $90,584,000 | 228 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,160,000 | 265 |
| 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 | $790,000 | 242 |
| Number of Managed Accounts | $659,000 | 221 |
| Number of Non-Managed Accounts | $131,000 | 186 |
| Total fiduciary and related assets | $451,739,000 | 268 |
| Managed Assets ($) | $361,572,000 | 253 |
| Non-managed Assets ($) | $90,167,000 | 230 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,470,000 | 263 |
| 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 | $772,000 | 251 |
| Number of Managed Accounts | $642,000 | 229 |
| Number of Non-Managed Accounts | $130,000 | 188 |
| Total fiduciary and related assets | $447,979,000 | 269 |
| Managed Assets ($) | $348,884,000 | 258 |
| Non-managed Assets ($) | $99,095,000 | 227 |
| Memoranda | ||
| Gross Fiduciary activities income | $759,000 | 252 |
| 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 | $758,000 | 272 |
| Number of Managed Accounts | $627,000 | 240 |
| Number of Non-Managed Accounts | $131,000 | 269 |
| Total fiduciary and related assets | $427,329,000 | 274 |
| Managed Assets ($) | $333,247,000 | 260 |
| Non-managed Assets ($) | $94,082,000 | 241 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,639,000 | 263 |
| 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 | $751,000 | 251 |
| Number of Managed Accounts | $621,000 | 227 |
| Number of Non-Managed Accounts | $130,000 | 181 |
| Total fiduciary and related assets | $435,139,000 | 271 |
| Managed Assets ($) | $340,864,000 | 252 |
| Non-managed Assets ($) | $94,275,000 | 218 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,996,000 | 260 |
| 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 | $735,000 | 250 |
| Number of Managed Accounts | $603,000 | 228 |
| Number of Non-Managed Accounts | $132,000 | 185 |
| Total fiduciary and related assets | $441,493,000 | 264 |
| Managed Assets ($) | $350,582,000 | 238 |
| Non-managed Assets ($) | $90,911,000 | 222 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,348,000 | 255 |
| 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 | $728,000 | 253 |
| Number of Managed Accounts | $596,000 | 228 |
| Number of Non-Managed Accounts | $132,000 | 185 |
| Total fiduciary and related assets | $441,736,000 | 262 |
| Managed Assets ($) | $348,475,000 | 241 |
| Non-managed Assets ($) | $93,261,000 | 209 |
| Memoranda | ||
| Gross Fiduciary activities income | $699,000 | 253 |
| 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 | $733,000 | 275 |
| Number of Managed Accounts | $597,000 | 243 |
| Number of Non-Managed Accounts | $136,000 | 265 |
| Total fiduciary and related assets | $424,580,000 | 263 |
| Managed Assets ($) | $336,214,000 | 241 |
| Non-managed Assets ($) | $88,366,000 | 242 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,678,000 | 218 |
| 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 | $702,000 | 255 |
| Number of Managed Accounts | $569,000 | 234 |
| Number of Non-Managed Accounts | $133,000 | 183 |
| Total fiduciary and related assets | $424,259,000 | 253 |
| Managed Assets ($) | $339,586,000 | 234 |
| Non-managed Assets ($) | $84,673,000 | 214 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,996,000 | 221 |
| 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 | $717,000 | 254 |
| Number of Managed Accounts | $577,000 | 234 |
| Number of Non-Managed Accounts | $140,000 | 180 |
| Total fiduciary and related assets | $440,595,000 | 259 |
| Managed Assets ($) | $347,731,000 | 239 |
| Non-managed Assets ($) | $92,864,000 | 217 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,335,000 | 220 |
| 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 | $680,000 | 263 |
| Number of Managed Accounts | $548,000 | 240 |
| Number of Non-Managed Accounts | $132,000 | 189 |
| Total fiduciary and related assets | $439,604,000 | 258 |
| Managed Assets ($) | $343,261,000 | 242 |
| Non-managed Assets ($) | $96,343,000 | 215 |
| Memoranda | ||
| Gross Fiduciary activities income | $700,000 | 217 |
| 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 | $706,000 | 283 |
| Number of Managed Accounts | $545,000 | 259 |
| Number of Non-Managed Accounts | $161,000 | 255 |
| Total fiduciary and related assets | $427,536,000 | 259 |
| Managed Assets ($) | $332,455,000 | 245 |
| Non-managed Assets ($) | $95,081,000 | 236 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,478,000 | 227 |
| 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 | $706,000 | 255 |
| Number of Managed Accounts | $551,000 | 234 |
| Number of Non-Managed Accounts | $155,000 | 181 |
| Total fiduciary and related assets | $420,277,000 | 258 |
| Managed Assets ($) | $325,255,000 | 239 |
| Non-managed Assets ($) | $95,022,000 | 211 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,820,000 | 224 |
| 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 | $707,000 | 255 |
| Number of Managed Accounts | $553,000 | 235 |
| Number of Non-Managed Accounts | $154,000 | 179 |
| Total fiduciary and related assets | $391,805,000 | 255 |
| Managed Assets ($) | $311,488,000 | 235 |
| Non-managed Assets ($) | $80,317,000 | 226 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,219,000 | 224 |
| 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 | $733,000 | 252 |
| Number of Managed Accounts | $579,000 | 226 |
| Number of Non-Managed Accounts | $154,000 | 183 |
| Total fiduciary and related assets | $419,454,000 | 259 |
| Managed Assets ($) | $332,881,000 | 232 |
| Non-managed Assets ($) | $86,573,000 | 227 |
| Memoranda | ||
| Gross Fiduciary activities income | $625,000 | 223 |
| 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 | $704,000 | 295 |
| Number of Managed Accounts | $544,000 | 258 |
| Number of Non-Managed Accounts | $160,000 | 253 |
| Total fiduciary and related assets | $415,138,000 | 261 |
| Managed Assets ($) | $329,247,000 | 236 |
| Non-managed Assets ($) | $85,891,000 | 246 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,428,000 | 219 |
| 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 | $716,000 | 256 |
| Number of Managed Accounts | $547,000 | 237 |
| Number of Non-Managed Accounts | $169,000 | 168 |
| Total fiduciary and related assets | $420,782,000 | 259 |
| Managed Assets ($) | $332,030,000 | 234 |
| Non-managed Assets ($) | $88,752,000 | 216 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,763,000 | 222 |
| 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 | $723,000 | 255 |
| Number of Managed Accounts | $558,000 | 237 |
| Number of Non-Managed Accounts | $165,000 | 178 |
| Total fiduciary and related assets | $400,761,000 | 260 |
| Managed Assets ($) | $319,492,000 | 235 |
| Non-managed Assets ($) | $81,269,000 | 215 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,182,000 | 225 |
| 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 | $733,000 | 252 |
| Number of Managed Accounts | $564,000 | 235 |
| Number of Non-Managed Accounts | $169,000 | 174 |
| Total fiduciary and related assets | $447,120,000 | 230 |
| Managed Assets ($) | $304,176,000 | 235 |
| Non-managed Assets ($) | $142,944,000 | 172 |
| Memoranda | ||
| Gross Fiduciary activities income | $611,000 | 225 |
| 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 | $739,000 | 286 |
| Number of Managed Accounts | $571,000 | 257 |
| Number of Non-Managed Accounts | $168,000 | 251 |
| Total fiduciary and related assets | $463,541,000 | 232 |
| Managed Assets ($) | $312,612,000 | 236 |
| Non-managed Assets ($) | $150,929,000 | 182 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,528,000 | 230 |
| 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 | $754,000 | 248 |
| Number of Managed Accounts | $577,000 | 238 |
| Number of Non-Managed Accounts | $177,000 | 172 |
| Total fiduciary and related assets | $500,685,000 | 237 |
| Managed Assets ($) | $328,062,000 | 238 |
| Non-managed Assets ($) | $172,623,000 | 176 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,938,000 | 231 |
| 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 | $744,000 | 259 |
| Number of Managed Accounts | $573,000 | 239 |
| Number of Non-Managed Accounts | $171,000 | 179 |
| Total fiduciary and related assets | $496,256,000 | 250 |
| Managed Assets ($) | $328,792,000 | 246 |
| Non-managed Assets ($) | $167,464,000 | 186 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,331,000 | 233 |
| 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 | $741,000 | 260 |
| Number of Managed Accounts | $569,000 | 239 |
| Number of Non-Managed Accounts | $172,000 | 178 |
| Total fiduciary and related assets | $509,956,000 | 254 |
| Managed Assets ($) | $337,343,000 | 248 |
| Non-managed Assets ($) | $172,613,000 | 188 |
| Memoranda | ||
| Gross Fiduciary activities income | $698,000 | 229 |
| 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 | $729,000 | 286 |
| Number of Managed Accounts | $551,000 | 263 |
| Number of Non-Managed Accounts | $178,000 | 252 |
| Total fiduciary and related assets | $518,660,000 | 255 |
| Managed Assets ($) | $342,583,000 | 250 |
| Non-managed Assets ($) | $176,077,000 | 198 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,471,000 | 246 |
| 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 | $742,000 | 253 |
| Number of Managed Accounts | $555,000 | 238 |
| Number of Non-Managed Accounts | $187,000 | 166 |
| Total fiduciary and related assets | $476,400,000 | 273 |
| Managed Assets ($) | $354,429,000 | 244 |
| Non-managed Assets ($) | $121,971,000 | 213 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,863,000 | 243 |
| 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 | $731,000 | 260 |
| Number of Managed Accounts | $541,000 | 240 |
| Number of Non-Managed Accounts | $190,000 | 170 |
| Total fiduciary and related assets | $461,077,000 | 285 |
| Managed Assets ($) | $340,480,000 | 252 |
| Non-managed Assets ($) | $120,597,000 | 219 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,221,000 | 255 |
| 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 | $728,000 | 259 |
| Number of Managed Accounts | $529,000 | 244 |
| Number of Non-Managed Accounts | $199,000 | 168 |
| Total fiduciary and related assets | $451,006,000 | 280 |
| Managed Assets ($) | $325,763,000 | 258 |
| Non-managed Assets ($) | $125,243,000 | 216 |
| Memoranda | ||
| Gross Fiduciary activities income | $591,000 | 257 |
| 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 | $734,000 | 285 |
| Number of Managed Accounts | $522,000 | 268 |
| Number of Non-Managed Accounts | $212,000 | 232 |
| Total fiduciary and related assets | $436,330,000 | 280 |
| Managed Assets ($) | $317,934,000 | 262 |
| Non-managed Assets ($) | $118,396,000 | 234 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,377,000 | 243 |
| 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 | $725,000 | 265 |
| Number of Managed Accounts | $510,000 | 252 |
| Number of Non-Managed Accounts | $215,000 | 173 |
| Total fiduciary and related assets | $432,620,000 | 282 |
| Managed Assets ($) | $314,283,000 | 264 |
| Non-managed Assets ($) | $118,337,000 | 227 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,723,000 | 255 |
| 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 | $729,000 | 266 |
| Number of Managed Accounts | $513,000 | 260 |
| Number of Non-Managed Accounts | $216,000 | 177 |
| Total fiduciary and related assets | $409,633,000 | 291 |
| Managed Assets ($) | $299,392,000 | 272 |
| Non-managed Assets ($) | $110,241,000 | 239 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,147,000 | 256 |
| 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 | $741,000 | 267 |
| Number of Managed Accounts | $518,000 | 259 |
| Number of Non-Managed Accounts | $223,000 | 176 |
| Total fiduciary and related assets | $407,276,000 | 292 |
| Managed Assets ($) | $297,024,000 | 272 |
| Non-managed Assets ($) | $110,252,000 | 239 |
| Memoranda | ||
| Gross Fiduciary activities income | $598,000 | 252 |
| 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 | $733,000 | 290 |
| Number of Managed Accounts | $510,000 | 283 |
| Number of Non-Managed Accounts | $223,000 | 231 |
| Total fiduciary and related assets | $397,804,000 | 294 |
| Managed Assets ($) | $285,884,000 | 275 |
| Non-managed Assets ($) | $111,920,000 | 246 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,153,000 | 258 |
| 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 | $714,000 | 259 |
| Number of Managed Accounts | $506,000 | 255 |
| Number of Non-Managed Accounts | $208,000 | 179 |
| Total fiduciary and related assets | $395,778,000 | 290 |
| Managed Assets ($) | $285,652,000 | 270 |
| Non-managed Assets ($) | $110,126,000 | 230 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,616,000 | 254 |
| 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 | $740,000 | 257 |
| Number of Managed Accounts | $524,000 | 253 |
| Number of Non-Managed Accounts | $216,000 | 174 |
| Total fiduciary and related assets | $396,537,000 | 287 |
| Managed Assets ($) | $274,554,000 | 273 |
| Non-managed Assets ($) | $121,983,000 | 224 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,058,000 | 257 |
| 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 | $730,000 | 259 |
| Number of Managed Accounts | $518,000 | 257 |
| Number of Non-Managed Accounts | $212,000 | 181 |
| Total fiduciary and related assets | $396,511,000 | 288 |
| Managed Assets ($) | $272,737,000 | 277 |
| Non-managed Assets ($) | $123,774,000 | 226 |
| Memoranda | ||
| Gross Fiduciary activities income | $553,000 | 249 |
| 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 | $805,000 | 267 |
| Number of Managed Accounts | $595,000 | 242 |
| Number of Non-Managed Accounts | $210,000 | 247 |
| Total fiduciary and related assets | $398,883,000 | 281 |
| Managed Assets ($) | $273,085,000 | 276 |
| Non-managed Assets ($) | $125,798,000 | 235 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,038,000 | 257 |
| 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 | $718,000 | 255 |
| Number of Managed Accounts | $510,000 | 253 |
| Number of Non-Managed Accounts | $208,000 | 185 |
| Total fiduciary and related assets | $381,681,000 | 283 |
| Managed Assets ($) | $256,366,000 | 276 |
| Non-managed Assets ($) | $125,315,000 | 220 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,481,000 | 264 |
| 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 | $774,000 | 248 |
| Number of Managed Accounts | $558,000 | 239 |
| Number of Non-Managed Accounts | $216,000 | 186 |
| Total fiduciary and related assets | $352,752,000 | 294 |
| Managed Assets ($) | $253,128,000 | 278 |
| Non-managed Assets ($) | $99,624,000 | 239 |
| Memoranda | ||
| Gross Fiduciary activities income | $972,000 | 271 |
| 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 | $739,000 | 259 |
| Number of Managed Accounts | $506,000 | 258 |
| Number of Non-Managed Accounts | $233,000 | 181 |
| Total fiduciary and related assets | $353,218,000 | 299 |
| Managed Assets ($) | $252,680,000 | 283 |
| Non-managed Assets ($) | $100,538,000 | 241 |
| Memoranda | ||
| Gross Fiduciary activities income | $501,000 | 265 |
| 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 | $733,000 | 302 |
| Number of Managed Accounts | $502,000 | 288 |
| Number of Non-Managed Accounts | $231,000 | 255 |
| Total fiduciary and related assets | $348,037,000 | 308 |
| Managed Assets ($) | $253,993,000 | 280 |
| Non-managed Assets ($) | $94,044,000 | 266 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,765,000 | 283 |
| 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 | $722,000 | 276 |
| Number of Managed Accounts | $489,000 | 274 |
| Number of Non-Managed Accounts | $233,000 | 192 |
| Total fiduciary and related assets | $328,115,000 | 317 |
| Managed Assets ($) | $232,307,000 | 294 |
| Non-managed Assets ($) | $95,808,000 | 253 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,316,000 | 296 |
| 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 | $708,000 | 282 |
| Number of Managed Accounts | $467,000 | 282 |
| Number of Non-Managed Accounts | $241,000 | 195 |
| Total fiduciary and related assets | $316,198,000 | 324 |
| Managed Assets ($) | $219,570,000 | 303 |
| Non-managed Assets ($) | $96,628,000 | 255 |
| Memoranda | ||
| Gross Fiduciary activities income | $853,000 | 304 |
| 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 | $728,000 | 281 |
| Number of Managed Accounts | $472,000 | 285 |
| Number of Non-Managed Accounts | $256,000 | 189 |
| Total fiduciary and related assets | $298,967,000 | 332 |
| Managed Assets ($) | $206,739,000 | 310 |
| Non-managed Assets ($) | $92,228,000 | 257 |
| Memoranda | ||
| Gross Fiduciary activities income | $426,000 | 310 |
| 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 | $734,000 | 317 |
| Number of Managed Accounts | $462,000 | 330 |
| Number of Non-Managed Accounts | $272,000 | 242 |
| Total fiduciary and related assets | $291,508,000 | 339 |
| Managed Assets ($) | $207,619,000 | 321 |
| Non-managed Assets ($) | $83,889,000 | 284 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,833,000 | 296 |
| 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 | $762,000 | 290 |
| Number of Managed Accounts | $461,000 | 309 |
| Number of Non-Managed Accounts | $301,000 | 221 |
| Total fiduciary and related assets | $302,181,000 | 319 |
| Managed Assets ($) | $216,497,000 | 313 |
| Non-managed Assets ($) | $85,684,000 | 260 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,714,000 | 313 |
| 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 | $1,717,000 | 309 |
| 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 | $1,679,000 | 357 |
| 1998-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,569,000 | 364 |
| 1997-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,041,000 | 458 |
| 1996-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,672,000 | 391 |
| 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 | $1,488,000 | 438 |
| 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 | $1,569,000 | 424 |
| 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 | $1,608,000 | 428 |
| 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 | $2,108,000 | 375 |