Home > First National Bank > Fiduciary and Related Services
First National 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 | $1,197,000 | 215 |
| Number of Managed Accounts | $1,189,000 | 171 |
| Number of Non-Managed Accounts | $8,000 | 636 |
| Total fiduciary and related assets | $615,275,000 | 316 |
| Managed Assets ($) | $614,840,000 | 274 |
| Non-managed Assets ($) | $435,000 | 722 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,654,000 | 267 |
| 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 | $1,191,000 | 204 |
| Number of Managed Accounts | $1,183,000 | 168 |
| Number of Non-Managed Accounts | $8,000 | 333 |
| Total fiduciary and related assets | $579,002,000 | 294 |
| Managed Assets ($) | $578,609,000 | 264 |
| Non-managed Assets ($) | $393,000 | 360 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,515,000 | 267 |
| 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 | $1,182,000 | 209 |
| Number of Managed Accounts | $1,176,000 | 168 |
| Number of Non-Managed Accounts | $6,000 | 399 |
| Total fiduciary and related assets | $593,122,000 | 312 |
| Managed Assets ($) | $592,770,000 | 273 |
| Non-managed Assets ($) | $352,000 | 429 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,355,000 | 261 |
| 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 | $1,181,000 | 222 |
| Number of Managed Accounts | $1,175,000 | 176 |
| Number of Non-Managed Accounts | $6,000 | 703 |
| Total fiduciary and related assets | $562,355,000 | 328 |
| Managed Assets ($) | $562,016,000 | 281 |
| Non-managed Assets ($) | $339,000 | 773 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,600,000 | 276 |
| 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 | $1,193,000 | 216 |
| Number of Managed Accounts | $1,185,000 | 175 |
| Number of Non-Managed Accounts | $8,000 | 347 |
| Total fiduciary and related assets | $533,858,000 | 307 |
| Managed Assets ($) | $533,558,000 | 275 |
| Non-managed Assets ($) | $300,000 | 383 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,513,000 | 275 |
| 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 | $1,190,000 | 197 |
| Number of Managed Accounts | $1,182,000 | 159 |
| Number of Non-Managed Accounts | $8,000 | 371 |
| Total fiduciary and related assets | $558,809,000 | 287 |
| Managed Assets ($) | $558,498,000 | 245 |
| Non-managed Assets ($) | $311,000 | 411 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,426,000 | 237 |
| 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 | $1,219,000 | 191 |
| Number of Managed Accounts | $1,211,000 | 154 |
| Number of Non-Managed Accounts | $8,000 | 314 |
| Total fiduciary and related assets | $558,447,000 | 270 |
| Managed Assets ($) | $558,101,000 | 247 |
| Non-managed Assets ($) | $346,000 | 343 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,197,000 | 246 |
| 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 | $1,230,000 | 192 |
| Number of Managed Accounts | $1,222,000 | 155 |
| Number of Non-Managed Accounts | $8,000 | 648 |
| Total fiduciary and related assets | $596,716,000 | 298 |
| Managed Assets ($) | $596,362,000 | 260 |
| Non-managed Assets ($) | $354,000 | 745 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,529,000 | 247 |
| 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 | $1,196,000 | 194 |
| Number of Managed Accounts | $1,192,000 | 159 |
| Number of Non-Managed Accounts | $4,000 | 315 |
| Total fiduciary and related assets | $566,800,000 | 271 |
| Managed Assets ($) | $566,536,000 | 245 |
| Non-managed Assets ($) | $264,000 | 327 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,352,000 | 247 |
| 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 | $1,182,000 | 197 |
| Number of Managed Accounts | $1,178,000 | 163 |
| Number of Non-Managed Accounts | $4,000 | 374 |
| Total fiduciary and related assets | $560,109,000 | 292 |
| Managed Assets ($) | $559,720,000 | 256 |
| Non-managed Assets ($) | $389,000 | 390 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,217,000 | 245 |
| 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 | $1,151,000 | 197 |
| Number of Managed Accounts | $1,147,000 | 162 |
| Number of Non-Managed Accounts | $4,000 | 316 |
| Total fiduciary and related assets | $517,798,000 | 275 |
| Managed Assets ($) | $517,342,000 | 252 |
| Non-managed Assets ($) | $456,000 | 328 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,065,000 | 253 |
| 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 | $1,152,000 | 201 |
| Number of Managed Accounts | $1,148,000 | 164 |
| Number of Non-Managed Accounts | $4,000 | 725 |
| Total fiduciary and related assets | $500,156,000 | 300 |
| Managed Assets ($) | $499,722,000 | 265 |
| Non-managed Assets ($) | $434,000 | 758 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,660,000 | 258 |
| 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 | $1,136,000 | 197 |
| Number of Managed Accounts | $1,132,000 | 161 |
| Number of Non-Managed Accounts | $4,000 | 318 |
| Total fiduciary and related assets | $454,696,000 | 280 |
| Managed Assets ($) | $454,283,000 | 250 |
| Non-managed Assets ($) | $413,000 | 330 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,712,000 | 258 |
| 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 | $1,134,000 | 203 |
| Number of Managed Accounts | $1,126,000 | 165 |
| Number of Non-Managed Accounts | $8,000 | 360 |
| Total fiduciary and related assets | $439,926,000 | 302 |
| Managed Assets ($) | $439,139,000 | 266 |
| Non-managed Assets ($) | $787,000 | 384 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,803,000 | 260 |
| 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 | $1,137,000 | 196 |
| Number of Managed Accounts | $1,129,000 | 162 |
| Number of Non-Managed Accounts | $8,000 | 313 |
| Total fiduciary and related assets | $395,507,000 | 284 |
| Managed Assets ($) | $394,705,000 | 252 |
| Non-managed Assets ($) | $802,000 | 330 |
| Memoranda | ||
| Gross Fiduciary activities income | $894,000 | 259 |
| 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 | $1,147,000 | 205 |
| Number of Managed Accounts | $1,143,000 | 166 |
| Number of Non-Managed Accounts | $4,000 | 754 |
| Total fiduciary and related assets | $404,478,000 | 318 |
| Managed Assets ($) | $403,914,000 | 277 |
| Non-managed Assets ($) | $564,000 | 765 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,318,000 | 265 |
| 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 | $1,147,000 | 194 |
| Number of Managed Accounts | $1,143,000 | 160 |
| Number of Non-Managed Accounts | $4,000 | 325 |
| Total fiduciary and related assets | $404,478,000 | 292 |
| Managed Assets ($) | $403,914,000 | 261 |
| Non-managed Assets ($) | $564,000 | 335 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,459,000 | 270 |
| 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 | $1,140,000 | 197 |
| Number of Managed Accounts | $1,136,000 | 162 |
| Number of Non-Managed Accounts | $4,000 | 361 |
| Total fiduciary and related assets | $397,670,000 | 315 |
| Managed Assets ($) | $397,037,000 | 275 |
| Non-managed Assets ($) | $633,000 | 374 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,637,000 | 268 |
| 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 | $1,119,000 | 198 |
| Number of Managed Accounts | $1,110,000 | 166 |
| Number of Non-Managed Accounts | $9,000 | 351 |
| Total fiduciary and related assets | $375,712,000 | 327 |
| Managed Assets ($) | $375,112,000 | 283 |
| Non-managed Assets ($) | $600,000 | 376 |
| Memoranda | ||
| Gross Fiduciary activities income | $773,000 | 271 |
| 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 | $1,125,000 | 199 |
| Number of Managed Accounts | $1,121,000 | 164 |
| Number of Non-Managed Accounts | $4,000 | 774 |
| Total fiduciary and related assets | $347,257,000 | 330 |
| Managed Assets ($) | $346,758,000 | 282 |
| Non-managed Assets ($) | $499,000 | 798 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,030,000 | 278 |
| 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 | $1,133,000 | 192 |
| Number of Managed Accounts | $1,129,000 | 162 |
| Number of Non-Managed Accounts | $4,000 | 365 |
| Total fiduciary and related assets | $373,718,000 | 333 |
| Managed Assets ($) | $373,097,000 | 284 |
| Non-managed Assets ($) | $621,000 | 379 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,285,000 | 279 |
| 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 | $1,116,000 | 198 |
| Number of Managed Accounts | $1,112,000 | 163 |
| Number of Non-Managed Accounts | $4,000 | 367 |
| Total fiduciary and related assets | $365,196,000 | 334 |
| Managed Assets ($) | $364,583,000 | 288 |
| Non-managed Assets ($) | $613,000 | 381 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,542,000 | 280 |
| 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 | $1,098,000 | 202 |
| Number of Managed Accounts | $1,094,000 | 164 |
| Number of Non-Managed Accounts | $4,000 | 369 |
| Total fiduciary and related assets | $358,853,000 | 335 |
| Managed Assets ($) | $358,266,000 | 286 |
| Non-managed Assets ($) | $587,000 | 384 |
| Memoranda | ||
| Gross Fiduciary activities income | $740,000 | 284 |
| 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 | $1,071,000 | 215 |
| Number of Managed Accounts | $1,065,000 | 171 |
| Number of Non-Managed Accounts | $6,000 | 766 |
| Total fiduciary and related assets | $355,481,000 | 338 |
| Managed Assets ($) | $354,887,000 | 291 |
| Non-managed Assets ($) | $594,000 | 821 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,680,000 | 293 |
| 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 | $1,041,000 | 212 |
| Number of Managed Accounts | $1,037,000 | 170 |
| Number of Non-Managed Accounts | $4,000 | 361 |
| Total fiduciary and related assets | $338,525,000 | 339 |
| Managed Assets ($) | $337,927,000 | 295 |
| Non-managed Assets ($) | $598,000 | 377 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,995,000 | 292 |
| 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 | $1,012,000 | 214 |
| Number of Managed Accounts | $1,007,000 | 170 |
| Number of Non-Managed Accounts | $5,000 | 360 |
| Total fiduciary and related assets | $318,318,000 | 346 |
| Managed Assets ($) | $317,681,000 | 300 |
| Non-managed Assets ($) | $637,000 | 381 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,340,000 | 292 |
| 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 | $995,000 | 214 |
| Number of Managed Accounts | $990,000 | 176 |
| Number of Non-Managed Accounts | $5,000 | 364 |
| Total fiduciary and related assets | $308,201,000 | 352 |
| Managed Assets ($) | $307,592,000 | 302 |
| Non-managed Assets ($) | $609,000 | 386 |
| Memoranda | ||
| Gross Fiduciary activities income | $631,000 | 300 |
| 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 | $967,000 | 221 |
| Number of Managed Accounts | $963,000 | 173 |
| Number of Non-Managed Accounts | $4,000 | 837 |
| Total fiduciary and related assets | $305,350,000 | 344 |
| Managed Assets ($) | $304,764,000 | 297 |
| Non-managed Assets ($) | $586,000 | 853 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,411,000 | 299 |
| 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 | $971,000 | 216 |
| Number of Managed Accounts | $964,000 | 173 |
| Number of Non-Managed Accounts | $7,000 | 364 |
| Total fiduciary and related assets | $298,837,000 | 344 |
| Managed Assets ($) | $298,297,000 | 299 |
| Non-managed Assets ($) | $540,000 | 392 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,805,000 | 302 |
| 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 | $973,000 | 217 |
| Number of Managed Accounts | $967,000 | 176 |
| Number of Non-Managed Accounts | $6,000 | 369 |
| Total fiduciary and related assets | $782,198,000 | 211 |
| Managed Assets ($) | $781,676,000 | 168 |
| Non-managed Assets ($) | $522,000 | 396 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,214,000 | 298 |
| 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 | $979,000 | 212 |
| Number of Managed Accounts | $972,000 | 176 |
| Number of Non-Managed Accounts | $7,000 | 363 |
| Total fiduciary and related assets | $735,476,000 | 216 |
| Managed Assets ($) | $734,941,000 | 173 |
| Non-managed Assets ($) | $535,000 | 396 |
| Memoranda | ||
| Gross Fiduciary activities income | $562,000 | 309 |
| 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 | $985,000 | 219 |
| Number of Managed Accounts | $975,000 | 173 |
| Number of Non-Managed Accounts | $10,000 | 762 |
| Total fiduciary and related assets | $740,262,000 | 214 |
| Managed Assets ($) | $739,748,000 | 172 |
| Non-managed Assets ($) | $514,000 | 884 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,258,000 | 314 |
| 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 | $965,000 | 216 |
| Number of Managed Accounts | $950,000 | 176 |
| Number of Non-Managed Accounts | $15,000 | 340 |
| Total fiduciary and related assets | $716,748,000 | 216 |
| Managed Assets ($) | $715,744,000 | 174 |
| Non-managed Assets ($) | $1,004,000 | 382 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,707,000 | 316 |
| 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 | $939,000 | 224 |
| Number of Managed Accounts | $931,000 | 179 |
| Number of Non-Managed Accounts | $8,000 | 365 |
| Total fiduciary and related assets | $727,332,000 | 224 |
| Managed Assets ($) | $726,822,000 | 176 |
| Non-managed Assets ($) | $510,000 | 394 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,158,000 | 316 |
| 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 | $915,000 | 224 |
| Number of Managed Accounts | $906,000 | 180 |
| Number of Non-Managed Accounts | $9,000 | 366 |
| Total fiduciary and related assets | $675,516,000 | 235 |
| Managed Assets ($) | $675,052,000 | 182 |
| Non-managed Assets ($) | $464,000 | 395 |
| Memoranda | ||
| Gross Fiduciary activities income | $541,000 | 320 |
| 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 | $906,000 | 232 |
| Number of Managed Accounts | $896,000 | 183 |
| Number of Non-Managed Accounts | $10,000 | 812 |
| Total fiduciary and related assets | $709,819,000 | 223 |
| Managed Assets ($) | $709,352,000 | 176 |
| Non-managed Assets ($) | $467,000 | 929 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,139,000 | 327 |
| 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 | $886,000 | 231 |
| Number of Managed Accounts | $875,000 | 188 |
| Number of Non-Managed Accounts | $11,000 | 359 |
| Total fiduciary and related assets | $707,746,000 | 225 |
| Managed Assets ($) | $707,138,000 | 173 |
| Non-managed Assets ($) | $608,000 | 390 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,619,000 | 320 |
| 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 | $877,000 | 230 |
| Number of Managed Accounts | $868,000 | 186 |
| Number of Non-Managed Accounts | $9,000 | 366 |
| Total fiduciary and related assets | $739,719,000 | 215 |
| Managed Assets ($) | $739,541,000 | 166 |
| Non-managed Assets ($) | $178,000 | 394 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,102,000 | 319 |
| 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 | $868,000 | 235 |
| Number of Managed Accounts | $857,000 | 186 |
| Number of Non-Managed Accounts | $11,000 | 360 |
| Total fiduciary and related assets | $722,415,000 | 212 |
| Managed Assets ($) | $721,970,000 | 164 |
| Non-managed Assets ($) | $445,000 | 396 |
| Memoranda | ||
| Gross Fiduciary activities income | $517,000 | 328 |
| 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 | $845,000 | 248 |
| Number of Managed Accounts | $838,000 | 191 |
| Number of Non-Managed Accounts | $7,000 | 865 |
| Total fiduciary and related assets | $700,842,000 | 216 |
| Managed Assets ($) | $700,409,000 | 169 |
| Non-managed Assets ($) | $433,000 | 953 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,919,000 | 329 |
| 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 | $836,000 | 234 |
| Number of Managed Accounts | $827,000 | 182 |
| Number of Non-Managed Accounts | $9,000 | 350 |
| Total fiduciary and related assets | $709,086,000 | 207 |
| Managed Assets ($) | $708,391,000 | 162 |
| Non-managed Assets ($) | $695,000 | 377 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,438,000 | 327 |
| 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 | $823,000 | 234 |
| Number of Managed Accounts | $815,000 | 185 |
| Number of Non-Managed Accounts | $8,000 | 354 |
| Total fiduciary and related assets | $680,482,000 | 205 |
| Managed Assets ($) | $680,038,000 | 163 |
| Non-managed Assets ($) | $444,000 | 379 |
| Memoranda | ||
| Gross Fiduciary activities income | $969,000 | 326 |
| 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 | $809,000 | 242 |
| Number of Managed Accounts | $799,000 | 186 |
| Number of Non-Managed Accounts | $10,000 | 353 |
| Total fiduciary and related assets | $661,333,000 | 205 |
| Managed Assets ($) | $660,892,000 | 167 |
| Non-managed Assets ($) | $441,000 | 383 |
| Memoranda | ||
| Gross Fiduciary activities income | $449,000 | 338 |
| 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 | $788,000 | 261 |
| Number of Managed Accounts | $775,000 | 197 |
| Number of Non-Managed Accounts | $13,000 | 790 |
| Total fiduciary and related assets | $652,136,000 | 210 |
| Managed Assets ($) | $651,302,000 | 166 |
| Non-managed Assets ($) | $834,000 | 935 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,636,000 | 345 |
| 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 | $767,000 | 246 |
| Number of Managed Accounts | $754,000 | 195 |
| Number of Non-Managed Accounts | $13,000 | 328 |
| Total fiduciary and related assets | $671,539,000 | 203 |
| Managed Assets ($) | $670,051,000 | 160 |
| Non-managed Assets ($) | $1,488,000 | 360 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,230,000 | 344 |
| 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 | $764,000 | 239 |
| Number of Managed Accounts | $750,000 | 192 |
| Number of Non-Managed Accounts | $14,000 | 328 |
| Total fiduciary and related assets | $648,349,000 | 200 |
| Managed Assets ($) | $647,031,000 | 155 |
| Non-managed Assets ($) | $1,318,000 | 360 |
| Memoranda | ||
| Gross Fiduciary activities income | $844,000 | 342 |
| 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 | $743,000 | 249 |
| Number of Managed Accounts | $724,000 | 197 |
| Number of Non-Managed Accounts | $19,000 | 310 |
| Total fiduciary and related assets | $652,530,000 | 199 |
| Managed Assets ($) | $650,853,000 | 157 |
| Non-managed Assets ($) | $1,677,000 | 357 |
| Memoranda | ||
| Gross Fiduciary activities income | $396,000 | 348 |
| 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 | $750,000 | 264 |
| Number of Managed Accounts | $730,000 | 202 |
| Number of Non-Managed Accounts | $20,000 | 714 |
| Total fiduciary and related assets | $621,025,000 | 202 |
| Managed Assets ($) | $619,320,000 | 155 |
| Non-managed Assets ($) | $1,705,000 | 870 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,506,000 | 323 |
| 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 | $789,000 | 238 |
| Number of Managed Accounts | $732,000 | 192 |
| Number of Non-Managed Accounts | $57,000 | 257 |
| Total fiduciary and related assets | $639,637,000 | 196 |
| Managed Assets ($) | $635,393,000 | 155 |
| Non-managed Assets ($) | $4,244,000 | 360 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,140,000 | 320 |
| 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 | $780,000 | 241 |
| Number of Managed Accounts | $721,000 | 201 |
| Number of Non-Managed Accounts | $59,000 | 255 |
| Total fiduciary and related assets | $608,954,000 | 211 |
| Managed Assets ($) | $604,230,000 | 163 |
| Non-managed Assets ($) | $4,724,000 | 364 |
| Memoranda | ||
| Gross Fiduciary activities income | $782,000 | 318 |
| 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 | $756,000 | 247 |
| Number of Managed Accounts | $696,000 | 202 |
| Number of Non-Managed Accounts | $60,000 | 256 |
| Total fiduciary and related assets | $611,641,000 | 212 |
| Managed Assets ($) | $606,526,000 | 160 |
| Non-managed Assets ($) | $5,115,000 | 359 |
| Memoranda | ||
| Gross Fiduciary activities income | $425,000 | 295 |
| 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 | $737,000 | 273 |
| Number of Managed Accounts | $674,000 | 221 |
| Number of Non-Managed Accounts | $63,000 | 446 |
| Total fiduciary and related assets | $567,827,000 | 218 |
| Managed Assets ($) | $562,560,000 | 165 |
| Non-managed Assets ($) | $5,267,000 | 737 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,455,000 | 321 |
| 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 | $0 | 412 |
| Number of Managed Accounts | $0 | 393 |
| Number of Non-Managed Accounts | $0 | 391 |
| Total fiduciary and related assets | $0 | 411 |
| Managed Assets ($) | $0 | 394 |
| Non-managed Assets ($) | $0 | 389 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,116,000 | 319 |
| 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 | $0 | 414 |
| Number of Managed Accounts | $0 | 393 |
| Number of Non-Managed Accounts | $0 | 394 |
| Total fiduciary and related assets | $0 | 413 |
| Managed Assets ($) | $0 | 394 |
| Non-managed Assets ($) | $0 | 392 |
| Memoranda | ||
| Gross Fiduciary activities income | $787,000 | 309 |
| 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 | $0 | 421 |
| Number of Managed Accounts | $0 | 397 |
| Number of Non-Managed Accounts | $0 | 401 |
| Total fiduciary and related assets | $0 | 419 |
| Managed Assets ($) | $0 | 397 |
| Non-managed Assets ($) | $0 | 399 |
| Memoranda | ||
| Gross Fiduciary activities income | $411,000 | 297 |
| 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 | $832,000 | 259 |
| Number of Managed Accounts | $743,000 | 202 |
| Number of Non-Managed Accounts | $89,000 | 374 |
| Total fiduciary and related assets | $173,522,000 | 428 |
| Managed Assets ($) | $165,219,000 | 359 |
| Non-managed Assets ($) | $8,303,000 | 657 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,331,000 | 326 |
| 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 | $998,000 | 324 |
| 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 | $678,000 | 323 |
| 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 | $325,000 | 323 |
| 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 | $890,000 | 253 |
| Number of Managed Accounts | $791,000 | 197 |
| Number of Non-Managed Accounts | $99,000 | 360 |
| Total fiduciary and related assets | $176,718,000 | 412 |
| Managed Assets ($) | $168,876,000 | 349 |
| Non-managed Assets ($) | $7,842,000 | 646 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,475,000 | 323 |
| 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 | $0 | 441 |
| Number of Managed Accounts | $0 | 419 |
| Number of Non-Managed Accounts | $0 | 421 |
| Total fiduciary and related assets | $0 | 440 |
| Managed Assets ($) | $0 | 419 |
| Non-managed Assets ($) | $0 | 420 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,138,000 | 319 |
| 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 | $0 | 450 |
| Number of Managed Accounts | $0 | 425 |
| Number of Non-Managed Accounts | $0 | 427 |
| Total fiduciary and related assets | $0 | 449 |
| Managed Assets ($) | $0 | 425 |
| Non-managed Assets ($) | $0 | 426 |
| Memoranda | ||
| Gross Fiduciary activities income | $779,000 | 324 |
| 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 | $0 | 460 |
| Number of Managed Accounts | $0 | 434 |
| Number of Non-Managed Accounts | $0 | 433 |
| Total fiduciary and related assets | $0 | 459 |
| Managed Assets ($) | $0 | 434 |
| Non-managed Assets ($) | $0 | 431 |
| Memoranda | ||
| Gross Fiduciary activities income | $390,000 | 321 |
| 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 | $878,000 | 259 |
| Number of Managed Accounts | $761,000 | 201 |
| Number of Non-Managed Accounts | $117,000 | 327 |
| Total fiduciary and related assets | $211,058,000 | 424 |
| Managed Assets ($) | $202,846,000 | 357 |
| Non-managed Assets ($) | $8,212,000 | 683 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,737,000 | 303 |
| 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 | $857,000 | 238 |
| Number of Managed Accounts | $739,000 | 199 |
| Number of Non-Managed Accounts | $118,000 | 207 |
| Total fiduciary and related assets | $219,739,000 | 365 |
| Managed Assets ($) | $210,497,000 | 327 |
| Non-managed Assets ($) | $9,242,000 | 352 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,345,000 | 294 |
| 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 | $887,000 | 233 |
| Number of Managed Accounts | $761,000 | 199 |
| Number of Non-Managed Accounts | $126,000 | 210 |
| Total fiduciary and related assets | $227,872,000 | 371 |
| Managed Assets ($) | $218,564,000 | 330 |
| Non-managed Assets ($) | $9,308,000 | 362 |
| Memoranda | ||
| Gross Fiduciary activities income | $955,000 | 287 |
| 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 | $909,000 | 225 |
| Number of Managed Accounts | $775,000 | 194 |
| Number of Non-Managed Accounts | $134,000 | 210 |
| Total fiduciary and related assets | $291,960,000 | 343 |
| Managed Assets ($) | $282,982,000 | 279 |
| Non-managed Assets ($) | $8,978,000 | 364 |
| Memoranda | ||
| Gross Fiduciary activities income | $502,000 | 276 |
| 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 | $918,000 | 241 |
| Number of Managed Accounts | $781,000 | 199 |
| Number of Non-Managed Accounts | $137,000 | 303 |
| Total fiduciary and related assets | $297,356,000 | 337 |
| Managed Assets ($) | $289,193,000 | 279 |
| Non-managed Assets ($) | $8,163,000 | 686 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,951,000 | 274 |
| 2006-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 432 |
| Number of Managed Accounts | $0 | 409 |
| Number of Non-Managed Accounts | $0 | 409 |
| Total fiduciary and related assets | $0 | 431 |
| Managed Assets ($) | $0 | 409 |
| Non-managed Assets ($) | $0 | 408 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,447,000 | 275 |
| 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 | $973,000 | 283 |
| 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 | $496,000 | 279 |
| 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 | $1,152,000 | 193 |
| Number of Managed Accounts | $984,000 | 164 |
| Number of Non-Managed Accounts | $168,000 | 280 |
| Total fiduciary and related assets | $247,040,000 | 370 |
| Managed Assets ($) | $238,950,000 | 302 |
| Non-managed Assets ($) | $8,090,000 | 692 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,686,000 | 304 |
| 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 | $1,245,000 | 301 |
| 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 | $820,000 | 304 |
| 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 | $400,000 | 307 |
| 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 | $532,000 | 368 |
| Number of Managed Accounts | $457,000 | 302 |
| Number of Non-Managed Accounts | $75,000 | 481 |
| Total fiduciary and related assets | $139,436,000 | 485 |
| Managed Assets ($) | $133,101,000 | 409 |
| Non-managed Assets ($) | $6,335,000 | 733 |
| Memoranda | ||
| Gross Fiduciary activities income | $874,000 | 406 |
| 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 | $645,000 | 413 |
| 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 | $430,000 | 419 |
| 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 | $214,000 | 416 |
| 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 | $573,000 | 358 |
| Number of Managed Accounts | $470,000 | 306 |
| Number of Non-Managed Accounts | $103,000 | 424 |
| Total fiduciary and related assets | $117,421,000 | 515 |
| Managed Assets ($) | $111,728,000 | 441 |
| Non-managed Assets ($) | $5,693,000 | 777 |
| Memoranda | ||
| Gross Fiduciary activities income | $773,000 | 435 |
| 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 | $577,000 | 446 |
| 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 | $374,000 | 453 |
| 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 | $189,000 | 458 |
| 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 | $591,000 | 368 |
| Number of Managed Accounts | $465,000 | 327 |
| Number of Non-Managed Accounts | $126,000 | 378 |
| Total fiduciary and related assets | $105,091,000 | 555 |
| Managed Assets ($) | $99,286,000 | 477 |
| Non-managed Assets ($) | $5,805,000 | 765 |
| Memoranda | ||
| Gross Fiduciary activities income | $728,000 | 464 |
| 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 | $574,000 | 351 |
| Number of Managed Accounts | $467,000 | 307 |
| Number of Non-Managed Accounts | $107,000 | 394 |
| Total fiduciary and related assets | $113,826,000 | 509 |
| Managed Assets ($) | $104,910,000 | 441 |
| Non-managed Assets ($) | $8,916,000 | 641 |
| Memoranda | ||
| Gross Fiduciary activities income | $698,000 | 494 |
| 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 | $673,000 | 511 |
| 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 | $546,000 | 609 |
| 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 | $421,000 | 696 |
| 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 | $324,000 | 792 |
| 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 | $306,000 | 852 |
| 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 | $237,000 | 958 |
| 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 | $195,000 | 1,024 |
| 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 | $178,000 | 1,081 |
| 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 | $161,000 | 1,141 |