Home > First Business Bank > Fiduciary and Related Services
First Business Bank, Fiduciary and Related Services
| 2023-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 4 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,199,000 | 214 |
| Number of Managed Accounts | $1,112,000 | 188 |
| Number of Non-Managed Accounts | $87,000 | 280 |
| Total fiduciary and related assets | $2,790,567,000 | 151 |
| Managed Assets ($) | $1,846,560,000 | 146 |
| Non-managed Assets ($) | $944,007,000 | 128 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,047,000 | 160 |
| 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 | $1,181,000 | 206 |
| Number of Managed Accounts | $1,096,000 | 182 |
| Number of Non-Managed Accounts | $85,000 | 209 |
| Total fiduciary and related assets | $2,610,764,000 | 152 |
| Managed Assets ($) | $1,739,279,000 | 143 |
| Non-managed Assets ($) | $871,485,000 | 132 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,223,000 | 158 |
| 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 | $1,209,000 | 203 |
| Number of Managed Accounts | $1,124,000 | 177 |
| Number of Non-Managed Accounts | $85,000 | 231 |
| Total fiduciary and related assets | $2,601,640,000 | 147 |
| Managed Assets ($) | $1,713,778,000 | 143 |
| Non-managed Assets ($) | $887,862,000 | 124 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,378,000 | 159 |
| 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 | $1,221,000 | 203 |
| Number of Managed Accounts | $1,137,000 | 180 |
| Number of Non-Managed Accounts | $84,000 | 213 |
| Total fiduciary and related assets | $2,510,671,000 | 159 |
| Managed Assets ($) | $1,670,100,000 | 152 |
| Non-managed Assets ($) | $840,571,000 | 136 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,573,000 | 170 |
| 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 | $1,207,000 | 216 |
| Number of Managed Accounts | $1,143,000 | 182 |
| Number of Non-Managed Accounts | $64,000 | 341 |
| Total fiduciary and related assets | $2,384,196,000 | 162 |
| Managed Assets ($) | $1,595,282,000 | 155 |
| Non-managed Assets ($) | $788,914,000 | 135 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,566,000 | 168 |
| 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 | $1,219,000 | 210 |
| Number of Managed Accounts | $1,133,000 | 182 |
| Number of Non-Managed Accounts | $86,000 | 214 |
| Total fiduciary and related assets | $2,231,886,000 | 163 |
| Managed Assets ($) | $1,481,349,000 | 158 |
| Non-managed Assets ($) | $750,537,000 | 137 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,068,000 | 168 |
| 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 | $1,211,000 | 192 |
| Number of Managed Accounts | $1,127,000 | 171 |
| Number of Non-Managed Accounts | $84,000 | 206 |
| Total fiduciary and related assets | $2,285,945,000 | 133 |
| Managed Assets ($) | $1,504,507,000 | 136 |
| Non-managed Assets ($) | $781,438,000 | 111 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,531,000 | 139 |
| 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 | $1,189,000 | 196 |
| Number of Managed Accounts | $1,108,000 | 172 |
| Number of Non-Managed Accounts | $81,000 | 192 |
| Total fiduciary and related assets | $2,535,902,000 | 136 |
| Managed Assets ($) | $1,650,868,000 | 140 |
| Non-managed Assets ($) | $885,034,000 | 109 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,757,000 | 142 |
| 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 | $1,178,000 | 201 |
| Number of Managed Accounts | $1,100,000 | 175 |
| Number of Non-Managed Accounts | $78,000 | 275 |
| Total fiduciary and related assets | $2,611,160,000 | 136 |
| Managed Assets ($) | $1,705,917,000 | 140 |
| Non-managed Assets ($) | $905,243,000 | 108 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,451,000 | 153 |
| 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 | $1,138,000 | 202 |
| Number of Managed Accounts | $1,064,000 | 179 |
| Number of Non-Managed Accounts | $74,000 | 205 |
| Total fiduciary and related assets | $2,452,008,000 | 139 |
| Managed Assets ($) | $1,621,199,000 | 143 |
| Non-managed Assets ($) | $830,809,000 | 112 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,669,000 | 154 |
| 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 | $1,104,000 | 208 |
| Number of Managed Accounts | $1,031,000 | 185 |
| Number of Non-Managed Accounts | $73,000 | 224 |
| Total fiduciary and related assets | $2,356,417,000 | 142 |
| Managed Assets ($) | $1,525,169,000 | 145 |
| Non-managed Assets ($) | $831,248,000 | 109 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,991,000 | 155 |
| 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 | $1,080,000 | 208 |
| Number of Managed Accounts | $1,077,000 | 171 |
| Number of Non-Managed Accounts | $3,000 | 321 |
| Total fiduciary and related assets | $2,190,100,000 | 145 |
| Managed Assets ($) | $2,188,020,000 | 108 |
| Non-managed Assets ($) | $2,080,000 | 320 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,325,000 | 159 |
| 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 | $1,077,000 | 214 |
| Number of Managed Accounts | $1,073,000 | 176 |
| Number of Non-Managed Accounts | $4,000 | 725 |
| Total fiduciary and related assets | $2,056,228,000 | 147 |
| Managed Assets ($) | $2,054,199,000 | 113 |
| Non-managed Assets ($) | $2,029,000 | 664 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,326,000 | 162 |
| 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 | $1,058,000 | 207 |
| Number of Managed Accounts | $1,054,000 | 172 |
| Number of Non-Managed Accounts | $4,000 | 318 |
| Total fiduciary and related assets | $1,837,272,000 | 148 |
| Managed Assets ($) | $1,835,239,000 | 117 |
| Non-managed Assets ($) | $2,033,000 | 322 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,166,000 | 163 |
| 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 | $1,047,000 | 216 |
| Number of Managed Accounts | $1,043,000 | 180 |
| Number of Non-Managed Accounts | $4,000 | 373 |
| Total fiduciary and related assets | $1,698,075,000 | 154 |
| Managed Assets ($) | $1,696,092,000 | 120 |
| Non-managed Assets ($) | $1,983,000 | 376 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,079,000 | 163 |
| 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 | $1,048,000 | 210 |
| Number of Managed Accounts | $1,043,000 | 173 |
| Number of Non-Managed Accounts | $5,000 | 319 |
| Total fiduciary and related assets | $1,514,329,000 | 156 |
| Managed Assets ($) | $1,512,483,000 | 122 |
| Non-managed Assets ($) | $1,846,000 | 327 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,028,000 | 163 |
| 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 | $1,053,000 | 220 |
| Number of Managed Accounts | $1,048,000 | 179 |
| Number of Non-Managed Accounts | $5,000 | 732 |
| Total fiduciary and related assets | $1,718,254,000 | 153 |
| Managed Assets ($) | $1,714,891,000 | 121 |
| Non-managed Assets ($) | $3,363,000 | 638 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,886,000 | 165 |
| 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 | $1,055,000 | 208 |
| Number of Managed Accounts | $1,050,000 | 173 |
| Number of Non-Managed Accounts | $5,000 | 321 |
| Total fiduciary and related assets | $1,643,937,000 | 156 |
| Managed Assets ($) | $1,640,593,000 | 123 |
| Non-managed Assets ($) | $3,344,000 | 326 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,885,000 | 165 |
| 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 | $1,048,000 | 213 |
| Number of Managed Accounts | $1,041,000 | 177 |
| Number of Non-Managed Accounts | $7,000 | 350 |
| Total fiduciary and related assets | $1,585,195,000 | 159 |
| Managed Assets ($) | $1,581,788,000 | 123 |
| Non-managed Assets ($) | $3,407,000 | 363 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,905,000 | 166 |
| 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 | $1,041,000 | 215 |
| Number of Managed Accounts | $1,034,000 | 178 |
| Number of Non-Managed Accounts | $7,000 | 356 |
| Total fiduciary and related assets | $1,559,571,000 | 160 |
| Managed Assets ($) | $1,553,266,000 | 125 |
| Non-managed Assets ($) | $6,305,000 | 359 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,848,000 | 167 |
| 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 | $1,036,000 | 222 |
| Number of Managed Accounts | $1,029,000 | 176 |
| Number of Non-Managed Accounts | $7,000 | 721 |
| Total fiduciary and related assets | $1,448,106,000 | 157 |
| Managed Assets ($) | $1,442,200,000 | 123 |
| Non-managed Assets ($) | $5,906,000 | 605 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,393,000 | 169 |
| 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 | $1,022,000 | 217 |
| Number of Managed Accounts | $1,014,000 | 180 |
| Number of Non-Managed Accounts | $8,000 | 357 |
| Total fiduciary and related assets | $1,514,670,000 | 161 |
| Managed Assets ($) | $1,508,155,000 | 126 |
| Non-managed Assets ($) | $6,515,000 | 358 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,562,000 | 169 |
| 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 | $1,008,000 | 220 |
| Number of Managed Accounts | $1,000,000 | 183 |
| Number of Non-Managed Accounts | $8,000 | 357 |
| Total fiduciary and related assets | $1,460,152,000 | 163 |
| Managed Assets ($) | $1,453,856,000 | 126 |
| Non-managed Assets ($) | $6,296,000 | 361 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,705,000 | 168 |
| 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 | $994,000 | 225 |
| Number of Managed Accounts | $986,000 | 184 |
| Number of Non-Managed Accounts | $8,000 | 358 |
| Total fiduciary and related assets | $1,389,624,000 | 168 |
| Managed Assets ($) | $1,383,074,000 | 128 |
| Non-managed Assets ($) | $6,550,000 | 364 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,816,000 | 173 |
| 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 | $976,000 | 233 |
| Number of Managed Accounts | $968,000 | 186 |
| Number of Non-Managed Accounts | $8,000 | 730 |
| Total fiduciary and related assets | $1,345,914,000 | 168 |
| Managed Assets ($) | $1,339,185,000 | 133 |
| Non-managed Assets ($) | $6,729,000 | 619 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,272,000 | 183 |
| 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 | $952,000 | 226 |
| Number of Managed Accounts | $944,000 | 187 |
| Number of Non-Managed Accounts | $8,000 | 350 |
| Total fiduciary and related assets | $1,237,448,000 | 176 |
| Managed Assets ($) | $1,230,839,000 | 137 |
| Non-managed Assets ($) | $6,609,000 | 358 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,627,000 | 184 |
| 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 | $942,000 | 224 |
| Number of Managed Accounts | $934,000 | 186 |
| Number of Non-Managed Accounts | $8,000 | 352 |
| Total fiduciary and related assets | $1,161,984,000 | 176 |
| Managed Assets ($) | $1,155,240,000 | 137 |
| Non-managed Assets ($) | $6,744,000 | 358 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,062,000 | 184 |
| 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 | $919,000 | 229 |
| Number of Managed Accounts | $911,000 | 191 |
| Number of Non-Managed Accounts | $8,000 | 354 |
| Total fiduciary and related assets | $1,124,477,000 | 178 |
| Managed Assets ($) | $1,117,805,000 | 135 |
| Non-managed Assets ($) | $6,672,000 | 364 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,486,000 | 185 |
| 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 | $901,000 | 234 |
| Number of Managed Accounts | $894,000 | 192 |
| Number of Non-Managed Accounts | $7,000 | 764 |
| Total fiduciary and related assets | $971,795,000 | 194 |
| Managed Assets ($) | $966,339,000 | 145 |
| Non-managed Assets ($) | $5,456,000 | 658 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,944,000 | 197 |
| 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 | $847,000 | 238 |
| Number of Managed Accounts | $839,000 | 201 |
| Number of Non-Managed Accounts | $8,000 | 362 |
| Total fiduciary and related assets | $933,291,000 | 197 |
| Managed Assets ($) | $927,702,000 | 152 |
| Non-managed Assets ($) | $5,589,000 | 369 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,657,000 | 199 |
| 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 | $823,000 | 243 |
| Number of Managed Accounts | $816,000 | 205 |
| Number of Non-Managed Accounts | $7,000 | 365 |
| Total fiduciary and related assets | $904,603,000 | 200 |
| Managed Assets ($) | $899,379,000 | 155 |
| Non-managed Assets ($) | $5,224,000 | 371 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,407,000 | 202 |
| 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 | $808,000 | 243 |
| Number of Managed Accounts | $801,000 | 205 |
| Number of Non-Managed Accounts | $7,000 | 363 |
| Total fiduciary and related assets | $847,454,000 | 201 |
| Managed Assets ($) | $842,246,000 | 161 |
| Non-managed Assets ($) | $5,208,000 | 368 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,168,000 | 203 |
| 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 | $776,000 | 261 |
| Number of Managed Accounts | $768,000 | 213 |
| Number of Non-Managed Accounts | $8,000 | 793 |
| Total fiduciary and related assets | $817,183,000 | 205 |
| Managed Assets ($) | $812,057,000 | 161 |
| Non-managed Assets ($) | $5,126,000 | 672 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,536,000 | 216 |
| 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 | $761,000 | 257 |
| Number of Managed Accounts | $754,000 | 210 |
| Number of Non-Managed Accounts | $7,000 | 365 |
| Total fiduciary and related assets | $790,431,000 | 208 |
| Managed Assets ($) | $785,543,000 | 162 |
| Non-managed Assets ($) | $4,888,000 | 368 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,405,000 | 218 |
| 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 | $735,000 | 262 |
| Number of Managed Accounts | $729,000 | 220 |
| Number of Non-Managed Accounts | $6,000 | 372 |
| Total fiduciary and related assets | $799,855,000 | 212 |
| Managed Assets ($) | $795,192,000 | 167 |
| Non-managed Assets ($) | $4,663,000 | 371 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,266,000 | 220 |
| 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 | $699,000 | 269 |
| Number of Managed Accounts | $691,000 | 224 |
| Number of Non-Managed Accounts | $8,000 | 368 |
| Total fiduciary and related assets | $790,616,000 | 212 |
| Managed Assets ($) | $785,040,000 | 167 |
| Non-managed Assets ($) | $5,576,000 | 367 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,102,000 | 224 |
| 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 | $717,000 | 282 |
| Number of Managed Accounts | $709,000 | 226 |
| Number of Non-Managed Accounts | $8,000 | 841 |
| Total fiduciary and related assets | $750,021,000 | 217 |
| Managed Assets ($) | $744,150,000 | 171 |
| Non-managed Assets ($) | $5,871,000 | 682 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,030,000 | 227 |
| 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 | $658,000 | 278 |
| Number of Managed Accounts | $650,000 | 236 |
| Number of Non-Managed Accounts | $8,000 | 369 |
| Total fiduciary and related assets | $717,928,000 | 222 |
| Managed Assets ($) | $712,482,000 | 172 |
| Non-managed Assets ($) | $5,446,000 | 366 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,009,000 | 226 |
| 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 | $686,000 | 272 |
| Number of Managed Accounts | $678,000 | 230 |
| Number of Non-Managed Accounts | $8,000 | 369 |
| Total fiduciary and related assets | $679,258,000 | 229 |
| Managed Assets ($) | $673,666,000 | 175 |
| Non-managed Assets ($) | $5,592,000 | 366 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,983,000 | 229 |
| 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 | $637,000 | 283 |
| Number of Managed Accounts | $628,000 | 246 |
| Number of Non-Managed Accounts | $9,000 | 366 |
| Total fiduciary and related assets | $764,274,000 | 206 |
| Managed Assets ($) | $657,903,000 | 176 |
| Non-managed Assets ($) | $106,371,000 | 217 |
| Memoranda | ||
| Gross Fiduciary activities income | $970,000 | 238 |
| 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 | $623,000 | 309 |
| Number of Managed Accounts | $615,000 | 254 |
| Number of Non-Managed Accounts | $8,000 | 849 |
| Total fiduciary and related assets | $741,016,000 | 205 |
| Managed Assets ($) | $644,531,000 | 177 |
| Non-managed Assets ($) | $96,485,000 | 239 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,377,000 | 240 |
| 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 | $641,000 | 275 |
| Number of Managed Accounts | $633,000 | 233 |
| Number of Non-Managed Accounts | $8,000 | 353 |
| Total fiduciary and related assets | $708,914,000 | 208 |
| Managed Assets ($) | $621,562,000 | 172 |
| Non-managed Assets ($) | $87,352,000 | 235 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,496,000 | 240 |
| 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 | $580,000 | 288 |
| Number of Managed Accounts | $573,000 | 242 |
| Number of Non-Managed Accounts | $7,000 | 357 |
| Total fiduciary and related assets | $675,330,000 | 206 |
| Managed Assets ($) | $596,498,000 | 172 |
| Non-managed Assets ($) | $78,832,000 | 242 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,614,000 | 243 |
| 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 | $579,000 | 288 |
| Number of Managed Accounts | $572,000 | 243 |
| Number of Non-Managed Accounts | $7,000 | 361 |
| Total fiduciary and related assets | $659,047,000 | 206 |
| Managed Assets ($) | $585,951,000 | 179 |
| Non-managed Assets ($) | $73,096,000 | 250 |
| Memoranda | ||
| Gross Fiduciary activities income | $741,000 | 257 |
| 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 | $546,000 | 337 |
| Number of Managed Accounts | $539,000 | 268 |
| Number of Non-Managed Accounts | $7,000 | 885 |
| Total fiduciary and related assets | $608,348,000 | 222 |
| Managed Assets ($) | $544,515,000 | 183 |
| Non-managed Assets ($) | $63,833,000 | 299 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,629,000 | 266 |
| 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 | $504,000 | 299 |
| Number of Managed Accounts | $495,000 | 261 |
| Number of Non-Managed Accounts | $9,000 | 340 |
| Total fiduciary and related assets | $576,495,000 | 234 |
| Managed Assets ($) | $513,029,000 | 190 |
| Non-managed Assets ($) | $63,466,000 | 252 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,961,000 | 263 |
| 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 | $508,000 | 300 |
| Number of Managed Accounts | $499,000 | 255 |
| Number of Non-Managed Accounts | $9,000 | 345 |
| Total fiduciary and related assets | $602,400,000 | 213 |
| Managed Assets ($) | $540,346,000 | 173 |
| Non-managed Assets ($) | $62,054,000 | 252 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,302,000 | 264 |
| 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 | $503,000 | 299 |
| Number of Managed Accounts | $494,000 | 251 |
| Number of Non-Managed Accounts | $9,000 | 343 |
| Total fiduciary and related assets | $589,327,000 | 218 |
| Managed Assets ($) | $528,207,000 | 175 |
| Non-managed Assets ($) | $61,120,000 | 247 |
| Memoranda | ||
| Gross Fiduciary activities income | $624,000 | 275 |
| 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 | $484,000 | 366 |
| Number of Managed Accounts | $479,000 | 279 |
| Number of Non-Managed Accounts | $5,000 | 949 |
| Total fiduciary and related assets | $534,083,000 | 232 |
| Managed Assets ($) | $485,036,000 | 184 |
| Non-managed Assets ($) | $49,047,000 | 323 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,281,000 | 246 |
| 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 | $455,000 | 311 |
| Number of Managed Accounts | $450,000 | 265 |
| Number of Non-Managed Accounts | $5,000 | 372 |
| Total fiduciary and related assets | $452,441,000 | 243 |
| Managed Assets ($) | $408,461,000 | 213 |
| Non-managed Assets ($) | $43,980,000 | 263 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,723,000 | 243 |
| 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 | $437,000 | 318 |
| Number of Managed Accounts | $432,000 | 267 |
| Number of Non-Managed Accounts | $5,000 | 376 |
| Total fiduciary and related assets | $447,998,000 | 256 |
| Managed Assets ($) | $396,354,000 | 224 |
| Non-managed Assets ($) | $51,644,000 | 261 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,165,000 | 240 |
| 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 | $432,000 | 323 |
| Number of Managed Accounts | $428,000 | 274 |
| Number of Non-Managed Accounts | $4,000 | 385 |
| Total fiduciary and related assets | $419,345,000 | 265 |
| Managed Assets ($) | $369,780,000 | 230 |
| Non-managed Assets ($) | $49,565,000 | 260 |
| Memoranda | ||
| Gross Fiduciary activities income | $579,000 | 243 |
| 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 | $424,000 | 413 |
| Number of Managed Accounts | $420,000 | 323 |
| Number of Non-Managed Accounts | $4,000 | 1,025 |
| Total fiduciary and related assets | $393,150,000 | 274 |
| Managed Assets ($) | $350,381,000 | 235 |
| Non-managed Assets ($) | $42,769,000 | 345 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,120,000 | 250 |
| 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 | $420,000 | 311 |
| Number of Managed Accounts | $416,000 | 270 |
| Number of Non-Managed Accounts | $4,000 | 376 |
| Total fiduciary and related assets | $368,369,000 | 271 |
| Managed Assets ($) | $330,728,000 | 236 |
| Non-managed Assets ($) | $37,641,000 | 277 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,584,000 | 245 |
| 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 | $406,000 | 314 |
| Number of Managed Accounts | $402,000 | 274 |
| Number of Non-Managed Accounts | $4,000 | 380 |
| Total fiduciary and related assets | $318,571,000 | 284 |
| Managed Assets ($) | $284,592,000 | 251 |
| Non-managed Assets ($) | $33,979,000 | 281 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,064,000 | 249 |
| 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 | $415,000 | 316 |
| Number of Managed Accounts | $411,000 | 274 |
| Number of Non-Managed Accounts | $4,000 | 383 |
| Total fiduciary and related assets | $351,011,000 | 276 |
| Managed Assets ($) | $316,617,000 | 239 |
| Non-managed Assets ($) | $34,394,000 | 287 |
| Memoranda | ||
| Gross Fiduciary activities income | $512,000 | 257 |
| 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 | $426,000 | 414 |
| Number of Managed Accounts | $422,000 | 316 |
| Number of Non-Managed Accounts | $4,000 | 1,049 |
| Total fiduciary and related assets | $316,683,000 | 299 |
| Managed Assets ($) | $286,722,000 | 259 |
| Non-managed Assets ($) | $29,961,000 | 416 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,630,000 | 286 |
| 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 | $0 | 409 |
| Number of Managed Accounts | $0 | 386 |
| Number of Non-Managed Accounts | $0 | 386 |
| Total fiduciary and related assets | $0 | 408 |
| Managed Assets ($) | $0 | 386 |
| Non-managed Assets ($) | $0 | 385 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,166,000 | 292 |
| 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 | $0 | 415 |
| Number of Managed Accounts | $0 | 392 |
| Number of Non-Managed Accounts | $0 | 393 |
| Total fiduciary and related assets | $0 | 414 |
| Managed Assets ($) | $0 | 392 |
| Non-managed Assets ($) | $0 | 391 |
| Memoranda | ||
| Gross Fiduciary activities income | $763,000 | 298 |
| 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 | $0 | 418 |
| Number of Managed Accounts | $0 | 395 |
| Number of Non-Managed Accounts | $0 | 393 |
| Total fiduciary and related assets | $0 | 417 |
| Managed Assets ($) | $0 | 395 |
| Non-managed Assets ($) | $0 | 392 |
| Memoranda | ||
| Gross Fiduciary activities income | $357,000 | 307 |
| 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 | $394,000 | 441 |
| Number of Managed Accounts | $391,000 | 337 |
| Number of Non-Managed Accounts | $3,000 | 1,088 |
| Total fiduciary and related assets | $249,903,000 | 331 |
| Managed Assets ($) | $233,369,000 | 282 |
| Non-managed Assets ($) | $16,534,000 | 512 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,579,000 | 305 |
| 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 | $391,000 | 337 |
| Number of Managed Accounts | $388,000 | 291 |
| Number of Non-Managed Accounts | $3,000 | 403 |
| Total fiduciary and related assets | $257,729,000 | 334 |
| Managed Assets ($) | $236,278,000 | 293 |
| Non-managed Assets ($) | $21,451,000 | 319 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,222,000 | 305 |
| 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 | $368,000 | 349 |
| Number of Managed Accounts | $365,000 | 299 |
| Number of Non-Managed Accounts | $3,000 | 410 |
| Total fiduciary and related assets | $284,232,000 | 329 |
| Managed Assets ($) | $259,575,000 | 284 |
| Non-managed Assets ($) | $24,657,000 | 318 |
| Memoranda | ||
| Gross Fiduciary activities income | $811,000 | 314 |
| 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 | $355,000 | 355 |
| Number of Managed Accounts | $352,000 | 305 |
| Number of Non-Managed Accounts | $3,000 | 416 |
| Total fiduciary and related assets | $275,612,000 | 340 |
| Managed Assets ($) | $254,040,000 | 296 |
| Non-managed Assets ($) | $21,572,000 | 330 |
| Memoranda | ||
| Gross Fiduciary activities income | $392,000 | 319 |
| 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 | $332,000 | 494 |
| Number of Managed Accounts | $329,000 | 379 |
| Number of Non-Managed Accounts | $3,000 | 1,101 |
| Total fiduciary and related assets | $283,002,000 | 343 |
| Managed Assets ($) | $260,295,000 | 299 |
| Non-managed Assets ($) | $22,707,000 | 480 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,463,000 | 329 |
| 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 | $0 | 444 |
| Number of Managed Accounts | $0 | 421 |
| Number of Non-Managed Accounts | $0 | 417 |
| Total fiduciary and related assets | $0 | 443 |
| Managed Assets ($) | $0 | 421 |
| Non-managed Assets ($) | $0 | 416 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,059,000 | 334 |
| 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 | $0 | 450 |
| Number of Managed Accounts | $0 | 427 |
| Number of Non-Managed Accounts | $0 | 422 |
| Total fiduciary and related assets | $0 | 449 |
| Managed Assets ($) | $0 | 427 |
| Non-managed Assets ($) | $0 | 421 |
| Memoranda | ||
| Gross Fiduciary activities income | $671,000 | 351 |
| 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 | $0 | 451 |
| Number of Managed Accounts | $0 | 427 |
| Number of Non-Managed Accounts | $0 | 425 |
| Total fiduciary and related assets | $0 | 450 |
| Managed Assets ($) | $0 | 427 |
| Non-managed Assets ($) | $0 | 424 |
| Memoranda | ||
| Gross Fiduciary activities income | $302,000 | 377 |
| 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 | $271,000 | 552 |
| Number of Managed Accounts | $270,000 | 425 |
| Number of Non-Managed Accounts | $1,000 | 1,246 |
| Total fiduciary and related assets | $191,116,000 | 444 |
| Managed Assets ($) | $178,435,000 | 380 |
| Non-managed Assets ($) | $12,681,000 | 607 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,063,000 | 384 |
| 2006-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 432 |
| Number of Managed Accounts | $0 | 409 |
| Number of Non-Managed Accounts | $0 | 409 |
| Total fiduciary and related assets | $0 | 431 |
| Managed Assets ($) | $0 | 409 |
| Non-managed Assets ($) | $0 | 408 |
| Memoranda | ||
| Gross Fiduciary activities income | $789,000 | 380 |
| 2006-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 435 |
| Number of Managed Accounts | $0 | 413 |
| Number of Non-Managed Accounts | $0 | 412 |
| Total fiduciary and related assets | $0 | 434 |
| Managed Assets ($) | $0 | 413 |
| Non-managed Assets ($) | $0 | 411 |
| Memoranda | ||
| Gross Fiduciary activities income | $497,000 | 405 |
| 2006-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 458 |
| Number of Managed Accounts | $0 | 437 |
| Number of Non-Managed Accounts | $0 | 423 |
| Total fiduciary and related assets | $0 | 457 |
| Managed Assets ($) | $0 | 437 |
| Non-managed Assets ($) | $0 | 422 |
| Memoranda | ||
| Gross Fiduciary activities income | $222,000 | 446 |
| 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 | $219,000 | 643 |
| Number of Managed Accounts | $218,000 | 504 |
| Number of Non-Managed Accounts | $1,000 | 1,274 |
| Total fiduciary and related assets | $130,188,000 | 518 |
| Managed Assets ($) | $123,941,000 | 430 |
| Non-managed Assets ($) | $6,247,000 | 732 |
| Memoranda | ||
| Gross Fiduciary activities income | $700,000 | 490 |
| 2005-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 444 |
| Number of Managed Accounts | $0 | 422 |
| Number of Non-Managed Accounts | $0 | 414 |
| Total fiduciary and related assets | $0 | 443 |
| Managed Assets ($) | $0 | 423 |
| Non-managed Assets ($) | $0 | 412 |
| Memoranda | ||
| Gross Fiduciary activities income | $506,000 | 492 |
| 2005-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 460 |
| Number of Managed Accounts | $0 | 435 |
| Number of Non-Managed Accounts | $0 | 431 |
| Total fiduciary and related assets | $0 | 458 |
| Managed Assets ($) | $0 | 435 |
| Non-managed Assets ($) | $0 | 429 |
| Memoranda | ||
| Gross Fiduciary activities income | $320,000 | 511 |
| 2005-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 465 |
| Number of Managed Accounts | $0 | 438 |
| Number of Non-Managed Accounts | $0 | 433 |
| Total fiduciary and related assets | $0 | 463 |
| Managed Assets ($) | $0 | 438 |
| Non-managed Assets ($) | $0 | 431 |
| Memoranda | ||
| Gross Fiduciary activities income | $152,000 | 535 |
| 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 | $168,000 | 746 |
| Number of Managed Accounts | $162,000 | 606 |
| Number of Non-Managed Accounts | $6,000 | 1,081 |
| Total fiduciary and related assets | $95,920,000 | 593 |
| Managed Assets ($) | $84,535,000 | 531 |
| Non-managed Assets ($) | $11,385,000 | 603 |
| Memoranda | ||
| Gross Fiduciary activities income | $419,000 | 620 |
| 2004-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 453 |
| Number of Managed Accounts | $0 | 424 |
| Number of Non-Managed Accounts | $0 | 423 |
| Total fiduciary and related assets | $0 | 451 |
| Managed Assets ($) | $0 | 424 |
| Non-managed Assets ($) | $0 | 421 |
| Memoranda | ||
| Gross Fiduciary activities income | $293,000 | 638 |
| 2004-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 462 |
| Number of Managed Accounts | $0 | 429 |
| Number of Non-Managed Accounts | $0 | 432 |
| Total fiduciary and related assets | $0 | 459 |
| Managed Assets ($) | $0 | 429 |
| Non-managed Assets ($) | $0 | 429 |
| Memoranda | ||
| Gross Fiduciary activities income | $176,000 | 660 |
| 2004-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 473 |
| Number of Managed Accounts | $0 | 438 |
| Number of Non-Managed Accounts | $0 | 438 |
| Total fiduciary and related assets | $0 | 471 |
| Managed Assets ($) | $0 | 438 |
| Non-managed Assets ($) | $0 | 436 |
| Memoranda | ||
| Gross Fiduciary activities income | $78,000 | 695 |
| 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 | $98,000 | 960 |
| Number of Managed Accounts | $97,000 | 776 |
| Number of Non-Managed Accounts | $1,000 | 1,306 |
| Total fiduciary and related assets | $43,729,000 | 818 |
| Managed Assets ($) | $41,208,000 | 706 |
| Non-managed Assets ($) | $2,521,000 | 936 |
| Memoranda | ||
| Gross Fiduciary activities income | $202,000 | 801 |
| 2003-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 473 |
| Number of Managed Accounts | $0 | 442 |
| Number of Non-Managed Accounts | $0 | 446 |
| Total fiduciary and related assets | $0 | 472 |
| Managed Assets ($) | $0 | 442 |
| Non-managed Assets ($) | $0 | 445 |
| Memoranda | ||
| Gross Fiduciary activities income | $139,000 | 819 |
| 2003-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 474 |
| Number of Managed Accounts | $0 | 446 |
| Number of Non-Managed Accounts | $0 | 448 |
| Total fiduciary and related assets | $0 | 473 |
| Managed Assets ($) | $0 | 446 |
| Non-managed Assets ($) | $0 | 447 |
| Memoranda | ||
| Gross Fiduciary activities income | $87,000 | 848 |
| 2003-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 491 |
| Number of Managed Accounts | $0 | 461 |
| Number of Non-Managed Accounts | $0 | 460 |
| Total fiduciary and related assets | $0 | 490 |
| Managed Assets ($) | $0 | 461 |
| Non-managed Assets ($) | $0 | 458 |
| Memoranda | ||
| Gross Fiduciary activities income | $38,000 | 886 |
| 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 | $52,000 | 1,187 |
| Number of Managed Accounts | $51,000 | 998 |
| Number of Non-Managed Accounts | $1,000 | 1,350 |
| Total fiduciary and related assets | $17,419,000 | 1,068 |
| Managed Assets ($) | $15,445,000 | 975 |
| Non-managed Assets ($) | $1,974,000 | 974 |
| Memoranda | ||
| Gross Fiduciary activities income | $46,000 | 1,128 |
| 2001-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 2 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $0 | 1,876 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,869 |
| Number of Managed Accounts | $0 | 1,766 |
| Number of Non-Managed Accounts | $0 | 1,385 |
| Total fiduciary and related assets | $0 | 1,865 |
| Managed Assets ($) | $0 | 1,766 |
| Non-managed Assets ($) | $0 | 1,377 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,731 |
| 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 | $0 | 1,332 |
| 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 | $0 | 1,380 |
| 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 | $0 | 1,398 |
| 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 | NA | NA |
| 1994-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1993-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1992-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |