Home > First Mid Bank & Trust > Fiduciary and Related Services
First Mid Bank & Trust, Fiduciary and Related Services
| 2023-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,128 |
| Fiduciary or related activity | $0 | 1,058 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,035 |
| Number of Managed Accounts | $0 | 982 |
| Number of Non-Managed Accounts | $0 | 825 |
| Total fiduciary and related assets | $0 | 1,034 |
| Managed Assets ($) | $0 | 982 |
| Non-managed Assets ($) | $0 | 820 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 981 |
| 2023-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,127 |
| Fiduciary or related activity | $0 | 1,071 |
| 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 | $0 | 950 |
| 2023-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,118 |
| Fiduciary or related activity | $0 | 1,073 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 448 |
| Number of Managed Accounts | $0 | 438 |
| Number of Non-Managed Accounts | $0 | 435 |
| Total fiduciary and related assets | $0 | 448 |
| Managed Assets ($) | $0 | 438 |
| Non-managed Assets ($) | $0 | 433 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 931 |
| 2023-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,140 |
| Fiduciary or related activity | $0 | 1,085 |
| 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 | $0 | 913 |
| 2022-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,156 |
| Fiduciary or related activity | $0 | 1,094 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,079 |
| Number of Managed Accounts | $0 | 1,021 |
| Number of Non-Managed Accounts | $0 | 869 |
| Total fiduciary and related assets | $0 | 1,076 |
| Managed Assets ($) | $0 | 1,021 |
| Non-managed Assets ($) | $0 | 864 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,005 |
| 2022-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,157 |
| Fiduciary or related activity | $0 | 1,097 |
| 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 | $0 | 968 |
| 2022-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,125 |
| Fiduciary or related activity | $0 | 1,066 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 430 |
| Number of Managed Accounts | $0 | 422 |
| Number of Non-Managed Accounts | $0 | 417 |
| Total fiduciary and related assets | $0 | 430 |
| Managed Assets ($) | $0 | 422 |
| Non-managed Assets ($) | $0 | 417 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 925 |
| 2022-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,130 |
| Fiduciary or related activity | $0 | 1,072 |
| 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 | $0 | 892 |
| 2021-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,136 |
| Fiduciary or related activity | $0 | 1,082 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,066 |
| Number of Managed Accounts | $0 | 1,005 |
| Number of Non-Managed Accounts | $0 | 847 |
| Total fiduciary and related assets | $0 | 1,062 |
| Managed Assets ($) | $0 | 1,004 |
| Non-managed Assets ($) | $0 | 841 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 994 |
| 2021-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,156 |
| Fiduciary or related activity | $0 | 1,101 |
| 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 | $0 | 957 |
| 2021-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,161 |
| Fiduciary or related activity | $0 | 1,108 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 409 |
| Number of Managed Accounts | $0 | 401 |
| Number of Non-Managed Accounts | $0 | 396 |
| Total fiduciary and related assets | $0 | 409 |
| Managed Assets ($) | $0 | 401 |
| Non-managed Assets ($) | $0 | 395 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 951 |
| 2021-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,168 |
| Fiduciary or related activity | $0 | 1,114 |
| 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 | $0 | 922 |
| 2020-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,171 |
| Fiduciary or related activity | $0 | 1,117 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,102 |
| Number of Managed Accounts | $0 | 1,038 |
| Number of Non-Managed Accounts | $0 | 874 |
| Total fiduciary and related assets | $0 | 1,099 |
| Managed Assets ($) | $0 | 1,038 |
| Non-managed Assets ($) | $0 | 869 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,030 |
| 2020-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,188 |
| Fiduciary or related activity | $0 | 1,133 |
| 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 | $0 | 981 |
| 2020-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,198 |
| Fiduciary or related activity | $0 | 1,142 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 406 |
| Number of Managed Accounts | $0 | 397 |
| Number of Non-Managed Accounts | $0 | 391 |
| Total fiduciary and related assets | $0 | 406 |
| Managed Assets ($) | $0 | 397 |
| Non-managed Assets ($) | $0 | 391 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 970 |
| 2020-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,206 |
| Fiduciary or related activity | $0 | 1,146 |
| 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 | $0 | 941 |
| 2019-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,208 |
| Fiduciary or related activity | $0 | 1,148 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,133 |
| Number of Managed Accounts | $0 | 1,068 |
| Number of Non-Managed Accounts | $0 | 902 |
| Total fiduciary and related assets | $0 | 1,131 |
| Managed Assets ($) | $0 | 1,068 |
| Non-managed Assets ($) | $0 | 897 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,051 |
| 2019-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,228 |
| Fiduciary or related activity | $0 | 1,167 |
| 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 | $0 | 1,014 |
| 2019-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,234 |
| Fiduciary or related activity | $0 | 1,176 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 395 |
| Number of Managed Accounts | $0 | 387 |
| Number of Non-Managed Accounts | $0 | 381 |
| Total fiduciary and related assets | $0 | 395 |
| Managed Assets ($) | $0 | 387 |
| Non-managed Assets ($) | $0 | 381 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,004 |
| 2019-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,248 |
| Fiduciary or related activity | $0 | 1,187 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 402 |
| Number of Managed Accounts | $0 | 393 |
| Number of Non-Managed Accounts | $0 | 384 |
| Total fiduciary and related assets | $0 | 402 |
| Managed Assets ($) | $0 | 393 |
| Non-managed Assets ($) | $0 | 384 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 972 |
| 2018-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $0 | 1,197 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,176 |
| Number of Managed Accounts | $0 | 1,111 |
| Number of Non-Managed Accounts | $0 | 932 |
| Total fiduciary and related assets | $0 | 1,172 |
| Managed Assets ($) | $0 | 1,111 |
| Non-managed Assets ($) | $0 | 927 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,940,000 | 352 |
| 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 | $1,009,000 | 222 |
| Number of Managed Accounts | $540,000 | 258 |
| Number of Non-Managed Accounts | $469,000 | 92 |
| Total fiduciary and related assets | $998,031,000 | 202 |
| Managed Assets ($) | $379,540,000 | 281 |
| Non-managed Assets ($) | $618,491,000 | 117 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,940,000 | 308 |
| 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 | $1,009,000 | 219 |
| Number of Managed Accounts | $540,000 | 262 |
| Number of Non-Managed Accounts | $469,000 | 90 |
| Total fiduciary and related assets | $998,031,000 | 203 |
| Managed Assets ($) | $379,540,000 | 278 |
| Non-managed Assets ($) | $618,491,000 | 116 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,940,000 | 247 |
| 2018-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,022,000 | 219 |
| Number of Managed Accounts | $548,000 | 261 |
| Number of Non-Managed Accounts | $474,000 | 88 |
| Total fiduciary and related assets | $979,887,000 | 204 |
| Managed Assets ($) | $371,712,000 | 279 |
| Non-managed Assets ($) | $608,175,000 | 115 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,077,000 | 232 |
| 2017-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,062,000 | 218 |
| Number of Managed Accounts | $567,000 | 268 |
| Number of Non-Managed Accounts | $495,000 | 97 |
| Total fiduciary and related assets | $995,068,000 | 203 |
| Managed Assets ($) | $373,335,000 | 280 |
| Non-managed Assets ($) | $621,733,000 | 114 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,744,000 | 243 |
| 2017-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,072,000 | 205 |
| Number of Managed Accounts | $561,000 | 256 |
| Number of Non-Managed Accounts | $511,000 | 85 |
| Total fiduciary and related assets | $891,671,000 | 209 |
| Managed Assets ($) | $359,019,000 | 286 |
| Non-managed Assets ($) | $532,652,000 | 121 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,696,000 | 249 |
| 2017-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,084,000 | 202 |
| Number of Managed Accounts | $575,000 | 256 |
| Number of Non-Managed Accounts | $509,000 | 84 |
| Total fiduciary and related assets | $876,811,000 | 208 |
| Managed Assets ($) | $351,541,000 | 284 |
| Non-managed Assets ($) | $525,270,000 | 118 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,771,000 | 251 |
| 2017-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,115,000 | 195 |
| Number of Managed Accounts | $590,000 | 254 |
| Number of Non-Managed Accounts | $525,000 | 83 |
| Total fiduciary and related assets | $850,825,000 | 207 |
| Managed Assets ($) | $334,989,000 | 290 |
| Non-managed Assets ($) | $515,836,000 | 120 |
| Memoranda | ||
| Gross Fiduciary activities income | $930,000 | 240 |
| 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 | $1,153,000 | 192 |
| Number of Managed Accounts | $621,000 | 256 |
| Number of Non-Managed Accounts | $532,000 | 94 |
| Total fiduciary and related assets | $828,082,000 | 208 |
| Managed Assets ($) | $335,607,000 | 288 |
| Non-managed Assets ($) | $492,475,000 | 121 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,517,000 | 243 |
| 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 | $1,192,000 | 182 |
| Number of Managed Accounts | $649,000 | 242 |
| Number of Non-Managed Accounts | $543,000 | 83 |
| Total fiduciary and related assets | $825,696,000 | 204 |
| Managed Assets ($) | $335,627,000 | 285 |
| Non-managed Assets ($) | $490,069,000 | 123 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,549,000 | 250 |
| 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 | $1,218,000 | 183 |
| Number of Managed Accounts | $663,000 | 237 |
| Number of Non-Managed Accounts | $555,000 | 81 |
| Total fiduciary and related assets | $807,250,000 | 208 |
| Managed Assets ($) | $326,388,000 | 289 |
| Non-managed Assets ($) | $480,862,000 | 122 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,775,000 | 244 |
| 2016-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,226,000 | 179 |
| Number of Managed Accounts | $650,000 | 239 |
| Number of Non-Managed Accounts | $576,000 | 83 |
| Total fiduciary and related assets | $777,495,000 | 209 |
| Managed Assets ($) | $312,227,000 | 297 |
| Non-managed Assets ($) | $465,268,000 | 123 |
| Memoranda | ||
| Gross Fiduciary activities income | $981,000 | 230 |
| 2015-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,263,000 | 182 |
| Number of Managed Accounts | $668,000 | 235 |
| Number of Non-Managed Accounts | $595,000 | 88 |
| Total fiduciary and related assets | $830,788,000 | 204 |
| Managed Assets ($) | $357,002,000 | 271 |
| Non-managed Assets ($) | $473,786,000 | 116 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,746,000 | 235 |
| 2015-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,313,000 | 174 |
| Number of Managed Accounts | $684,000 | 226 |
| Number of Non-Managed Accounts | $629,000 | 78 |
| Total fiduciary and related assets | $808,876,000 | 207 |
| Managed Assets ($) | $340,133,000 | 278 |
| Non-managed Assets ($) | $468,743,000 | 117 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,575,000 | 251 |
| 2015-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,341,000 | 171 |
| Number of Managed Accounts | $540,000 | 260 |
| Number of Non-Managed Accounts | $801,000 | 70 |
| Total fiduciary and related assets | $759,016,000 | 215 |
| Managed Assets ($) | $281,879,000 | 309 |
| Non-managed Assets ($) | $477,137,000 | 123 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,780,000 | 246 |
| 2015-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,386,000 | 162 |
| Number of Managed Accounts | $395,000 | 294 |
| Number of Non-Managed Accounts | $991,000 | 63 |
| Total fiduciary and related assets | $746,474,000 | 219 |
| Managed Assets ($) | $252,834,000 | 325 |
| Non-managed Assets ($) | $493,640,000 | 123 |
| Memoranda | ||
| Gross Fiduciary activities income | $920,000 | 244 |
| 2014-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,365,000 | 167 |
| Number of Managed Accounts | $390,000 | 322 |
| Number of Non-Managed Accounts | $975,000 | 68 |
| Total fiduciary and related assets | $750,177,000 | 216 |
| Managed Assets ($) | $255,817,000 | 327 |
| Non-managed Assets ($) | $494,360,000 | 124 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,571,000 | 240 |
| 2014-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,345,000 | 168 |
| Number of Managed Accounts | $385,000 | 299 |
| Number of Non-Managed Accounts | $960,000 | 66 |
| Total fiduciary and related assets | $736,089,000 | 217 |
| Managed Assets ($) | $256,548,000 | 323 |
| Non-managed Assets ($) | $479,541,000 | 121 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,594,000 | 248 |
| 2014-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,427,000 | 157 |
| Number of Managed Accounts | $410,000 | 295 |
| Number of Non-Managed Accounts | $1,017,000 | 65 |
| Total fiduciary and related assets | $745,325,000 | 210 |
| Managed Assets ($) | $259,028,000 | 324 |
| Non-managed Assets ($) | $486,297,000 | 119 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,781,000 | 247 |
| 2014-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,517,000 | 148 |
| Number of Managed Accounts | $409,000 | 293 |
| Number of Non-Managed Accounts | $1,108,000 | 66 |
| Total fiduciary and related assets | $723,958,000 | 211 |
| Managed Assets ($) | $240,122,000 | 329 |
| Non-managed Assets ($) | $483,836,000 | 117 |
| Memoranda | ||
| Gross Fiduciary activities income | $933,000 | 242 |
| 2013-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,381,000 | 170 |
| Number of Managed Accounts | $391,000 | 327 |
| Number of Non-Managed Accounts | $990,000 | 71 |
| Total fiduciary and related assets | $716,277,000 | 209 |
| Managed Assets ($) | $231,888,000 | 333 |
| Non-managed Assets ($) | $484,389,000 | 119 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,565,000 | 235 |
| 2013-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,389,000 | 156 |
| Number of Managed Accounts | $397,000 | 288 |
| Number of Non-Managed Accounts | $992,000 | 64 |
| Total fiduciary and related assets | $691,280,000 | 210 |
| Managed Assets ($) | $239,982,000 | 312 |
| Non-managed Assets ($) | $451,298,000 | 118 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,476,000 | 242 |
| 2013-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,399,000 | 155 |
| Number of Managed Accounts | $403,000 | 284 |
| Number of Non-Managed Accounts | $996,000 | 67 |
| Total fiduciary and related assets | $666,677,000 | 209 |
| Managed Assets ($) | $231,728,000 | 311 |
| Non-managed Assets ($) | $434,949,000 | 117 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,699,000 | 237 |
| 2013-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,427,000 | 153 |
| Number of Managed Accounts | $400,000 | 284 |
| Number of Non-Managed Accounts | $1,027,000 | 68 |
| Total fiduciary and related assets | $653,466,000 | 207 |
| Managed Assets ($) | $233,075,000 | 307 |
| Non-managed Assets ($) | $420,391,000 | 123 |
| Memoranda | ||
| Gross Fiduciary activities income | $893,000 | 231 |
| 2012-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,387,000 | 165 |
| Number of Managed Accounts | $400,000 | 320 |
| Number of Non-Managed Accounts | $987,000 | 73 |
| Total fiduciary and related assets | $626,552,000 | 215 |
| Managed Assets ($) | $222,067,000 | 319 |
| Non-managed Assets ($) | $404,485,000 | 123 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,330,000 | 227 |
| 2012-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,363,000 | 158 |
| Number of Managed Accounts | $390,000 | 283 |
| Number of Non-Managed Accounts | $973,000 | 66 |
| Total fiduciary and related assets | $601,777,000 | 224 |
| Managed Assets ($) | $221,878,000 | 304 |
| Non-managed Assets ($) | $379,899,000 | 123 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,371,000 | 231 |
| 2012-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,323,000 | 159 |
| Number of Managed Accounts | $385,000 | 281 |
| Number of Non-Managed Accounts | $938,000 | 67 |
| Total fiduciary and related assets | $560,975,000 | 232 |
| Managed Assets ($) | $212,009,000 | 305 |
| Non-managed Assets ($) | $348,966,000 | 130 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,612,000 | 230 |
| 2012-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,360,000 | 153 |
| Number of Managed Accounts | $385,000 | 283 |
| Number of Non-Managed Accounts | $975,000 | 64 |
| Total fiduciary and related assets | $556,433,000 | 230 |
| Managed Assets ($) | $211,929,000 | 306 |
| Non-managed Assets ($) | $344,504,000 | 126 |
| Memoranda | ||
| Gross Fiduciary activities income | $860,000 | 225 |
| 2011-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,309,000 | 164 |
| Number of Managed Accounts | $386,000 | 332 |
| Number of Non-Managed Accounts | $923,000 | 70 |
| Total fiduciary and related assets | $542,525,000 | 227 |
| Managed Assets ($) | $199,882,000 | 320 |
| Non-managed Assets ($) | $342,643,000 | 125 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,030,000 | 200 |
| 2011-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,313,000 | 156 |
| Number of Managed Accounts | $395,000 | 283 |
| Number of Non-Managed Accounts | $918,000 | 66 |
| Total fiduciary and related assets | $512,629,000 | 229 |
| Managed Assets ($) | $189,564,000 | 309 |
| Non-managed Assets ($) | $323,065,000 | 123 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,181,000 | 203 |
| 2011-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,299,000 | 160 |
| Number of Managed Accounts | $387,000 | 283 |
| Number of Non-Managed Accounts | $912,000 | 69 |
| Total fiduciary and related assets | $530,799,000 | 229 |
| Managed Assets ($) | $196,086,000 | 317 |
| Non-managed Assets ($) | $334,713,000 | 124 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,520,000 | 202 |
| 2011-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,289,000 | 156 |
| Number of Managed Accounts | $388,000 | 289 |
| Number of Non-Managed Accounts | $901,000 | 71 |
| Total fiduciary and related assets | $526,232,000 | 231 |
| Managed Assets ($) | $191,404,000 | 325 |
| Non-managed Assets ($) | $334,828,000 | 129 |
| Memoranda | ||
| Gross Fiduciary activities income | $781,000 | 203 |
| 2010-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,266,000 | 173 |
| Number of Managed Accounts | $387,000 | 342 |
| Number of Non-Managed Accounts | $879,000 | 81 |
| Total fiduciary and related assets | $505,034,000 | 239 |
| Managed Assets ($) | $182,721,000 | 351 |
| Non-managed Assets ($) | $322,313,000 | 132 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,600,000 | 219 |
| 2010-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,275,000 | 160 |
| Number of Managed Accounts | $395,000 | 280 |
| Number of Non-Managed Accounts | $880,000 | 74 |
| Total fiduciary and related assets | $482,045,000 | 243 |
| Managed Assets ($) | $177,365,000 | 311 |
| Non-managed Assets ($) | $304,680,000 | 133 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,838,000 | 223 |
| 2010-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,277,000 | 160 |
| Number of Managed Accounts | $398,000 | 277 |
| Number of Non-Managed Accounts | $879,000 | 77 |
| Total fiduciary and related assets | $453,569,000 | 241 |
| Managed Assets ($) | $174,274,000 | 308 |
| Non-managed Assets ($) | $279,295,000 | 135 |
| 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 | $1,296,000 | 158 |
| Number of Managed Accounts | $415,000 | 273 |
| Number of Non-Managed Accounts | $881,000 | 76 |
| Total fiduciary and related assets | $471,753,000 | 243 |
| Managed Assets ($) | $181,091,000 | 309 |
| Non-managed Assets ($) | $290,662,000 | 135 |
| Memoranda | ||
| Gross Fiduciary activities income | $624,000 | 225 |
| 2009-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,283,000 | 172 |
| Number of Managed Accounts | $420,000 | 318 |
| Number of Non-Managed Accounts | $863,000 | 89 |
| Total fiduciary and related assets | $460,000,000 | 246 |
| Managed Assets ($) | $181,119,000 | 339 |
| Non-managed Assets ($) | $278,881,000 | 139 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,229,000 | 232 |
| 2009-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,278,000 | 160 |
| Number of Managed Accounts | $448,000 | 260 |
| Number of Non-Managed Accounts | $830,000 | 80 |
| Total fiduciary and related assets | $442,435,000 | 249 |
| Managed Assets ($) | $188,271,000 | 301 |
| Non-managed Assets ($) | $254,164,000 | 139 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,622,000 | 234 |
| 2009-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,259,000 | 166 |
| Number of Managed Accounts | $444,000 | 262 |
| Number of Non-Managed Accounts | $815,000 | 79 |
| Total fiduciary and related assets | $430,413,000 | 249 |
| Managed Assets ($) | $192,963,000 | 301 |
| Non-managed Assets ($) | $237,450,000 | 141 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,124,000 | 229 |
| 2009-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,256,000 | 166 |
| Number of Managed Accounts | $439,000 | 262 |
| Number of Non-Managed Accounts | $817,000 | 77 |
| Total fiduciary and related assets | $390,423,000 | 256 |
| Managed Assets ($) | $171,152,000 | 308 |
| Non-managed Assets ($) | $219,271,000 | 142 |
| Memoranda | ||
| Gross Fiduciary activities income | $579,000 | 229 |
| 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 | $1,241,000 | 183 |
| Number of Managed Accounts | $433,000 | 310 |
| Number of Non-Managed Accounts | $808,000 | 96 |
| Total fiduciary and related assets | $403,490,000 | 259 |
| Managed Assets ($) | $173,176,000 | 339 |
| Non-managed Assets ($) | $230,314,000 | 151 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,666,000 | 219 |
| 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 | $1,260,000 | 165 |
| Number of Managed Accounts | $426,000 | 278 |
| Number of Non-Managed Accounts | $834,000 | 81 |
| Total fiduciary and related assets | $430,626,000 | 263 |
| Managed Assets ($) | $182,086,000 | 326 |
| Non-managed Assets ($) | $248,540,000 | 150 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,013,000 | 230 |
| 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 | $1,247,000 | 172 |
| Number of Managed Accounts | $435,000 | 279 |
| Number of Non-Managed Accounts | $812,000 | 82 |
| Total fiduciary and related assets | $447,940,000 | 271 |
| Managed Assets ($) | $190,425,000 | 331 |
| Non-managed Assets ($) | $257,515,000 | 153 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,405,000 | 226 |
| 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 | $1,248,000 | 176 |
| Number of Managed Accounts | $444,000 | 276 |
| Number of Non-Managed Accounts | $804,000 | 82 |
| Total fiduciary and related assets | $444,897,000 | 278 |
| Managed Assets ($) | $191,537,000 | 339 |
| Non-managed Assets ($) | $253,360,000 | 159 |
| Memoranda | ||
| Gross Fiduciary activities income | $744,000 | 224 |
| 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 | $1,245,000 | 186 |
| Number of Managed Accounts | $434,000 | 310 |
| Number of Non-Managed Accounts | $811,000 | 92 |
| Total fiduciary and related assets | $450,039,000 | 283 |
| Managed Assets ($) | $194,712,000 | 370 |
| Non-managed Assets ($) | $255,327,000 | 163 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,607,000 | 236 |
| 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 | $1,293,000 | 166 |
| Number of Managed Accounts | $454,000 | 263 |
| Number of Non-Managed Accounts | $839,000 | 79 |
| Total fiduciary and related assets | $449,416,000 | 284 |
| Managed Assets ($) | $191,158,000 | 335 |
| Non-managed Assets ($) | $258,258,000 | 161 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,924,000 | 239 |
| 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 | $1,283,000 | 166 |
| Number of Managed Accounts | $447,000 | 267 |
| Number of Non-Managed Accounts | $836,000 | 78 |
| Total fiduciary and related assets | $445,219,000 | 288 |
| Managed Assets ($) | $184,787,000 | 341 |
| Non-managed Assets ($) | $260,432,000 | 163 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,335,000 | 237 |
| 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 | $1,295,000 | 165 |
| Number of Managed Accounts | $459,000 | 264 |
| Number of Non-Managed Accounts | $836,000 | 78 |
| Total fiduciary and related assets | $442,200,000 | 283 |
| Managed Assets ($) | $186,418,000 | 341 |
| Non-managed Assets ($) | $255,782,000 | 164 |
| Memoranda | ||
| Gross Fiduciary activities income | $717,000 | 227 |
| 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 | $1,292,000 | 177 |
| Number of Managed Accounts | $452,000 | 298 |
| Number of Non-Managed Accounts | $840,000 | 91 |
| Total fiduciary and related assets | $426,157,000 | 286 |
| Managed Assets ($) | $180,967,000 | 376 |
| Non-managed Assets ($) | $245,190,000 | 163 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,489,000 | 233 |
| 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 | $1,285,000 | 167 |
| Number of Managed Accounts | $458,000 | 266 |
| Number of Non-Managed Accounts | $827,000 | 83 |
| Total fiduciary and related assets | $416,581,000 | 289 |
| Managed Assets ($) | $180,105,000 | 325 |
| Non-managed Assets ($) | $236,476,000 | 170 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,801,000 | 243 |
| 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 | $1,283,000 | 170 |
| Number of Managed Accounts | $464,000 | 271 |
| Number of Non-Managed Accounts | $819,000 | 83 |
| Total fiduciary and related assets | $403,444,000 | 293 |
| Managed Assets ($) | $177,640,000 | 331 |
| Non-managed Assets ($) | $225,804,000 | 182 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,209,000 | 250 |
| 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 | $1,223,000 | 177 |
| Number of Managed Accounts | $435,000 | 282 |
| Number of Non-Managed Accounts | $788,000 | 87 |
| Total fiduciary and related assets | $406,825,000 | 293 |
| Managed Assets ($) | $183,279,000 | 331 |
| Non-managed Assets ($) | $223,546,000 | 185 |
| Memoranda | ||
| Gross Fiduciary activities income | $609,000 | 251 |
| 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 | $1,228,000 | 183 |
| Number of Managed Accounts | $441,000 | 316 |
| Number of Non-Managed Accounts | $787,000 | 102 |
| Total fiduciary and related assets | $396,572,000 | 295 |
| Managed Assets ($) | $179,164,000 | 363 |
| Non-managed Assets ($) | $217,408,000 | 191 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,356,000 | 242 |
| 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 | $1,238,000 | 168 |
| Number of Managed Accounts | $691,000 | 213 |
| Number of Non-Managed Accounts | $547,000 | 105 |
| Total fiduciary and related assets | $388,952,000 | 292 |
| Managed Assets ($) | $213,437,000 | 300 |
| Non-managed Assets ($) | $175,515,000 | 200 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,756,000 | 236 |
| 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 | $1,252,000 | 169 |
| Number of Managed Accounts | $697,000 | 210 |
| Number of Non-Managed Accounts | $555,000 | 104 |
| Total fiduciary and related assets | $386,626,000 | 292 |
| Managed Assets ($) | $213,102,000 | 306 |
| Non-managed Assets ($) | $173,524,000 | 203 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,208,000 | 231 |
| 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 | $1,257,000 | 172 |
| Number of Managed Accounts | $695,000 | 208 |
| Number of Non-Managed Accounts | $562,000 | 110 |
| Total fiduciary and related assets | $380,271,000 | 294 |
| Managed Assets ($) | $218,506,000 | 302 |
| Non-managed Assets ($) | $161,765,000 | 208 |
| Memoranda | ||
| Gross Fiduciary activities income | $636,000 | 227 |
| 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 | $1,257,000 | 184 |
| Number of Managed Accounts | $688,000 | 216 |
| Number of Non-Managed Accounts | $569,000 | 131 |
| Total fiduciary and related assets | $383,151,000 | 291 |
| Managed Assets ($) | $215,462,000 | 318 |
| Non-managed Assets ($) | $167,689,000 | 211 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,254,000 | 239 |
| 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 | $1,237,000 | 175 |
| Number of Managed Accounts | $661,000 | 215 |
| Number of Non-Managed Accounts | $576,000 | 108 |
| Total fiduciary and related assets | $353,357,000 | 295 |
| Managed Assets ($) | $195,582,000 | 313 |
| Non-managed Assets ($) | $157,775,000 | 209 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,676,000 | 241 |
| 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 | $1,231,000 | 175 |
| Number of Managed Accounts | $653,000 | 217 |
| Number of Non-Managed Accounts | $578,000 | 112 |
| Total fiduciary and related assets | $348,403,000 | 296 |
| Managed Assets ($) | $190,974,000 | 319 |
| Non-managed Assets ($) | $157,429,000 | 211 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,162,000 | 238 |
| 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 | $1,235,000 | 174 |
| Number of Managed Accounts | $642,000 | 218 |
| Number of Non-Managed Accounts | $593,000 | 111 |
| Total fiduciary and related assets | $354,825,000 | 297 |
| Managed Assets ($) | $200,068,000 | 320 |
| Non-managed Assets ($) | $154,757,000 | 212 |
| Memoranda | ||
| Gross Fiduciary activities income | $616,000 | 234 |
| 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 | $1,221,000 | 194 |
| Number of Managed Accounts | $624,000 | 242 |
| Number of Non-Managed Accounts | $597,000 | 131 |
| Total fiduciary and related assets | $344,300,000 | 311 |
| Managed Assets ($) | $196,264,000 | 338 |
| Non-managed Assets ($) | $148,036,000 | 229 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,992,000 | 260 |
| 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 | $1,212,000 | 188 |
| Number of Managed Accounts | $613,000 | 233 |
| Number of Non-Managed Accounts | $599,000 | 119 |
| Total fiduciary and related assets | $331,184,000 | 312 |
| Managed Assets ($) | $190,888,000 | 318 |
| Non-managed Assets ($) | $140,296,000 | 229 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,444,000 | 277 |
| 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 | $1,231,000 | 188 |
| Number of Managed Accounts | $614,000 | 233 |
| Number of Non-Managed Accounts | $617,000 | 118 |
| Total fiduciary and related assets | $324,558,000 | 320 |
| Managed Assets ($) | $190,308,000 | 320 |
| Non-managed Assets ($) | $134,250,000 | 230 |
| Memoranda | ||
| Gross Fiduciary activities income | $945,000 | 287 |
| 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 | $1,269,000 | 189 |
| Number of Managed Accounts | $632,000 | 240 |
| Number of Non-Managed Accounts | $637,000 | 114 |
| Total fiduciary and related assets | $308,579,000 | 327 |
| Managed Assets ($) | $182,699,000 | 333 |
| Non-managed Assets ($) | $125,880,000 | 235 |
| Memoranda | ||
| Gross Fiduciary activities income | $456,000 | 299 |
| 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 | $1,249,000 | 208 |
| Number of Managed Accounts | $619,000 | 260 |
| Number of Non-Managed Accounts | $630,000 | 129 |
| Total fiduciary and related assets | $310,499,000 | 333 |
| Managed Assets ($) | $181,295,000 | 354 |
| Non-managed Assets ($) | $129,204,000 | 245 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,855,000 | 295 |
| 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 | $1,248,000 | 189 |
| Number of Managed Accounts | $580,000 | 260 |
| Number of Non-Managed Accounts | $668,000 | 120 |
| Total fiduciary and related assets | $301,564,000 | 320 |
| Managed Assets ($) | $166,396,000 | 358 |
| Non-managed Assets ($) | $135,168,000 | 216 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,924,000 | 297 |
| 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 | $2,010,000 | 284 |
| 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 | $1,912,000 | 336 |
| 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 | $1,746,000 | 347 |
| 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 | $1,663,000 | 360 |
| 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 | $1,293,000 | 447 |
| 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 | $1,281,000 | 473 |
| 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 | $1,438,000 | 439 |
| 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 | $1,211,000 | 499 |
| 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 | $1,036,000 | 544 |