Home > High Point Bank and Trust Company > Fiduciary and Related Services
High Point Bank and Trust Company, Fiduciary and Related Services
| 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 | $492,000 | 306 |
| Number of Managed Accounts | $429,000 | 285 |
| Number of Non-Managed Accounts | $63,000 | 246 |
| Total fiduciary and related assets | $736,552,000 | 220 |
| Managed Assets ($) | $631,684,000 | 194 |
| Non-managed Assets ($) | $104,868,000 | 227 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,698,000 | 239 |
| 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 | $495,000 | 309 |
| Number of Managed Accounts | $433,000 | 285 |
| Number of Non-Managed Accounts | $62,000 | 250 |
| Total fiduciary and related assets | $714,970,000 | 224 |
| Managed Assets ($) | $615,907,000 | 198 |
| Non-managed Assets ($) | $99,063,000 | 234 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,804,000 | 242 |
| 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 | $506,000 | 308 |
| Number of Managed Accounts | $444,000 | 282 |
| Number of Non-Managed Accounts | $62,000 | 248 |
| Total fiduciary and related assets | $697,914,000 | 224 |
| Managed Assets ($) | $605,202,000 | 199 |
| Non-managed Assets ($) | $92,712,000 | 235 |
| Memoranda | ||
| Gross Fiduciary activities income | $937,000 | 235 |
| 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 | $512,000 | 340 |
| Number of Managed Accounts | $450,000 | 291 |
| Number of Non-Managed Accounts | $62,000 | 389 |
| Total fiduciary and related assets | $664,490,000 | 229 |
| Managed Assets ($) | $574,706,000 | 209 |
| Non-managed Assets ($) | $89,784,000 | 242 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,533,000 | 242 |
| 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 | $511,000 | 308 |
| Number of Managed Accounts | $450,000 | 277 |
| Number of Non-Managed Accounts | $61,000 | 249 |
| Total fiduciary and related assets | $605,693,000 | 237 |
| Managed Assets ($) | $534,497,000 | 214 |
| Non-managed Assets ($) | $71,196,000 | 250 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,706,000 | 241 |
| 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 | $500,000 | 311 |
| Number of Managed Accounts | $444,000 | 283 |
| Number of Non-Managed Accounts | $56,000 | 259 |
| Total fiduciary and related assets | $634,701,000 | 244 |
| Managed Assets ($) | $572,340,000 | 207 |
| Non-managed Assets ($) | $62,361,000 | 262 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,762,000 | 248 |
| 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 | $497,000 | 312 |
| Number of Managed Accounts | $438,000 | 285 |
| Number of Non-Managed Accounts | $59,000 | 256 |
| Total fiduciary and related assets | $637,642,000 | 246 |
| Managed Assets ($) | $574,212,000 | 209 |
| Non-managed Assets ($) | $63,430,000 | 268 |
| Memoranda | ||
| Gross Fiduciary activities income | $904,000 | 247 |
| 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 | $486,000 | 358 |
| Number of Managed Accounts | $430,000 | 306 |
| Number of Non-Managed Accounts | $56,000 | 429 |
| Total fiduciary and related assets | $631,395,000 | 244 |
| Managed Assets ($) | $570,309,000 | 209 |
| Non-managed Assets ($) | $61,086,000 | 298 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,228,000 | 261 |
| 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 | $484,000 | 316 |
| Number of Managed Accounts | $425,000 | 287 |
| Number of Non-Managed Accounts | $59,000 | 257 |
| Total fiduciary and related assets | $624,973,000 | 245 |
| Managed Assets ($) | $560,493,000 | 203 |
| Non-managed Assets ($) | $64,480,000 | 263 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,499,000 | 257 |
| 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 | $496,000 | 313 |
| Number of Managed Accounts | $439,000 | 285 |
| Number of Non-Managed Accounts | $57,000 | 256 |
| Total fiduciary and related assets | $627,366,000 | 245 |
| Managed Assets ($) | $584,030,000 | 197 |
| Non-managed Assets ($) | $43,336,000 | 293 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,757,000 | 250 |
| 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 | $507,000 | 314 |
| Number of Managed Accounts | $447,000 | 284 |
| Number of Non-Managed Accounts | $60,000 | 253 |
| Total fiduciary and related assets | $609,477,000 | 242 |
| Managed Assets ($) | $566,426,000 | 201 |
| Non-managed Assets ($) | $43,051,000 | 294 |
| Memoranda | ||
| Gross Fiduciary activities income | $915,000 | 244 |
| 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 | $513,000 | 351 |
| Number of Managed Accounts | $453,000 | 298 |
| Number of Non-Managed Accounts | $60,000 | 425 |
| Total fiduciary and related assets | $605,605,000 | 241 |
| Managed Assets ($) | $552,765,000 | 200 |
| Non-managed Assets ($) | $52,840,000 | 317 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,962,000 | 261 |
| 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 | $507,000 | 306 |
| Number of Managed Accounts | $452,000 | 273 |
| Number of Non-Managed Accounts | $55,000 | 262 |
| Total fiduciary and related assets | $578,772,000 | 244 |
| Managed Assets ($) | $540,124,000 | 196 |
| Non-managed Assets ($) | $38,648,000 | 292 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,235,000 | 257 |
| 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 | $502,000 | 305 |
| Number of Managed Accounts | $448,000 | 272 |
| Number of Non-Managed Accounts | $54,000 | 264 |
| Total fiduciary and related assets | $571,391,000 | 243 |
| Managed Assets ($) | $533,975,000 | 187 |
| Non-managed Assets ($) | $37,416,000 | 295 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,500,000 | 259 |
| 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 | $514,000 | 304 |
| Number of Managed Accounts | $446,000 | 273 |
| Number of Non-Managed Accounts | $68,000 | 243 |
| Total fiduciary and related assets | $580,202,000 | 243 |
| Managed Assets ($) | $533,855,000 | 190 |
| Non-managed Assets ($) | $46,347,000 | 287 |
| Memoranda | ||
| Gross Fiduciary activities income | $710,000 | 267 |
| 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 | $511,000 | 350 |
| Number of Managed Accounts | $436,000 | 300 |
| Number of Non-Managed Accounts | $75,000 | 379 |
| Total fiduciary and related assets | $516,188,000 | 250 |
| Managed Assets ($) | $465,557,000 | 210 |
| Non-managed Assets ($) | $50,631,000 | 332 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,770,000 | 253 |
| 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 | $505,000 | 298 |
| Number of Managed Accounts | $420,000 | 273 |
| Number of Non-Managed Accounts | $85,000 | 216 |
| Total fiduciary and related assets | $521,314,000 | 246 |
| Managed Assets ($) | $459,911,000 | 209 |
| Non-managed Assets ($) | $61,403,000 | 253 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,065,000 | 250 |
| 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 | $527,000 | 294 |
| Number of Managed Accounts | $417,000 | 276 |
| Number of Non-Managed Accounts | $110,000 | 195 |
| Total fiduciary and related assets | $506,684,000 | 244 |
| Managed Assets ($) | $447,651,000 | 205 |
| Non-managed Assets ($) | $59,033,000 | 256 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,392,000 | 251 |
| 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 | $471,000 | 308 |
| Number of Managed Accounts | $415,000 | 275 |
| Number of Non-Managed Accounts | $56,000 | 249 |
| Total fiduciary and related assets | $509,304,000 | 241 |
| Managed Assets ($) | $461,268,000 | 206 |
| Non-managed Assets ($) | $48,036,000 | 266 |
| Memoranda | ||
| Gross Fiduciary activities income | $717,000 | 248 |
| 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 | $462,000 | 382 |
| Number of Managed Accounts | $402,000 | 324 |
| Number of Non-Managed Accounts | $60,000 | 441 |
| Total fiduciary and related assets | $485,263,000 | 242 |
| Managed Assets ($) | $439,226,000 | 211 |
| Non-managed Assets ($) | $46,037,000 | 331 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,891,000 | 204 |
| 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 | $456,000 | 308 |
| Number of Managed Accounts | $394,000 | 284 |
| Number of Non-Managed Accounts | $62,000 | 248 |
| Total fiduciary and related assets | $460,090,000 | 240 |
| Managed Assets ($) | $414,105,000 | 210 |
| Non-managed Assets ($) | $45,985,000 | 261 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,275,000 | 198 |
| 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 | $451,000 | 312 |
| Number of Managed Accounts | $383,000 | 285 |
| Number of Non-Managed Accounts | $68,000 | 242 |
| Total fiduciary and related assets | $493,507,000 | 237 |
| Managed Assets ($) | $439,408,000 | 205 |
| Non-managed Assets ($) | $54,099,000 | 255 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,547,000 | 201 |
| 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 | $452,000 | 317 |
| Number of Managed Accounts | $383,000 | 291 |
| Number of Non-Managed Accounts | $69,000 | 240 |
| Total fiduciary and related assets | $490,969,000 | 242 |
| Managed Assets ($) | $436,063,000 | 204 |
| Non-managed Assets ($) | $54,906,000 | 253 |
| Memoranda | ||
| Gross Fiduciary activities income | $778,000 | 206 |
| 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 | $458,000 | 388 |
| Number of Managed Accounts | $397,000 | 335 |
| Number of Non-Managed Accounts | $61,000 | 459 |
| Total fiduciary and related assets | $483,631,000 | 244 |
| Managed Assets ($) | $437,592,000 | 196 |
| Non-managed Assets ($) | $46,039,000 | 326 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,732,000 | 211 |
| 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 | $459,000 | 303 |
| Number of Managed Accounts | $398,000 | 278 |
| Number of Non-Managed Accounts | $61,000 | 249 |
| Total fiduciary and related assets | $473,182,000 | 244 |
| Managed Assets ($) | $427,955,000 | 193 |
| Non-managed Assets ($) | $45,227,000 | 265 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,110,000 | 204 |
| 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 | $468,000 | 305 |
| Number of Managed Accounts | $399,000 | 276 |
| Number of Non-Managed Accounts | $69,000 | 240 |
| Total fiduciary and related assets | $456,279,000 | 238 |
| Managed Assets ($) | $407,482,000 | 196 |
| Non-managed Assets ($) | $48,797,000 | 261 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,445,000 | 204 |
| 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 | $476,000 | 307 |
| Number of Managed Accounts | $404,000 | 276 |
| Number of Non-Managed Accounts | $72,000 | 241 |
| Total fiduciary and related assets | $477,964,000 | 240 |
| Managed Assets ($) | $414,170,000 | 202 |
| Non-managed Assets ($) | $63,794,000 | 251 |
| Memoranda | ||
| Gross Fiduciary activities income | $749,000 | 207 |
| 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 | $495,000 | 379 |
| Number of Managed Accounts | $405,000 | 327 |
| Number of Non-Managed Accounts | $90,000 | 371 |
| Total fiduciary and related assets | $466,273,000 | 242 |
| Managed Assets ($) | $399,655,000 | 210 |
| Non-managed Assets ($) | $66,618,000 | 279 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,349,000 | 224 |
| 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 | $500,000 | 304 |
| Number of Managed Accounts | $412,000 | 273 |
| Number of Non-Managed Accounts | $88,000 | 218 |
| Total fiduciary and related assets | $472,019,000 | 242 |
| Managed Assets ($) | $401,859,000 | 207 |
| Non-managed Assets ($) | $70,160,000 | 224 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,765,000 | 221 |
| 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 | $505,000 | 305 |
| Number of Managed Accounts | $417,000 | 269 |
| Number of Non-Managed Accounts | $88,000 | 225 |
| Total fiduciary and related assets | $435,914,000 | 246 |
| Managed Assets ($) | $374,821,000 | 212 |
| Non-managed Assets ($) | $61,093,000 | 230 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,204,000 | 221 |
| 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 | $520,000 | 300 |
| Number of Managed Accounts | $417,000 | 269 |
| Number of Non-Managed Accounts | $103,000 | 212 |
| Total fiduciary and related assets | $425,266,000 | 241 |
| Managed Assets ($) | $367,717,000 | 210 |
| Non-managed Assets ($) | $57,549,000 | 228 |
| Memoranda | ||
| Gross Fiduciary activities income | $661,000 | 213 |
| 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 | $523,000 | 369 |
| Number of Managed Accounts | $428,000 | 314 |
| Number of Non-Managed Accounts | $95,000 | 378 |
| Total fiduciary and related assets | $453,477,000 | 239 |
| Managed Assets ($) | $390,893,000 | 206 |
| Non-managed Assets ($) | $62,584,000 | 271 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,808,000 | 215 |
| 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 | $564,000 | 294 |
| Number of Managed Accounts | $464,000 | 266 |
| Number of Non-Managed Accounts | $100,000 | 221 |
| Total fiduciary and related assets | $516,704,000 | 233 |
| Managed Assets ($) | $437,058,000 | 202 |
| Non-managed Assets ($) | $79,646,000 | 226 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,208,000 | 217 |
| 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 | $432,000 | 334 |
| Number of Managed Accounts | $333,000 | 307 |
| Number of Non-Managed Accounts | $99,000 | 226 |
| Total fiduciary and related assets | $548,861,000 | 235 |
| Managed Assets ($) | $468,858,000 | 198 |
| Non-managed Assets ($) | $80,003,000 | 239 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,557,000 | 213 |
| 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 | $531,000 | 311 |
| Number of Managed Accounts | $425,000 | 284 |
| Number of Non-Managed Accounts | $106,000 | 220 |
| Total fiduciary and related assets | $560,862,000 | 241 |
| Managed Assets ($) | $479,132,000 | 202 |
| Non-managed Assets ($) | $81,730,000 | 240 |
| Memoranda | ||
| Gross Fiduciary activities income | $786,000 | 216 |
| 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 | $536,000 | 364 |
| Number of Managed Accounts | $427,000 | 313 |
| Number of Non-Managed Accounts | $109,000 | 342 |
| Total fiduciary and related assets | $577,890,000 | 240 |
| Managed Assets ($) | $494,672,000 | 201 |
| Non-managed Assets ($) | $83,218,000 | 267 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,883,000 | 224 |
| 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 | $538,000 | 294 |
| Number of Managed Accounts | $419,000 | 273 |
| Number of Non-Managed Accounts | $119,000 | 205 |
| Total fiduciary and related assets | $598,540,000 | 232 |
| Managed Assets ($) | $512,857,000 | 196 |
| Non-managed Assets ($) | $85,683,000 | 234 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,157,000 | 221 |
| 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 | $555,000 | 293 |
| Number of Managed Accounts | $427,000 | 275 |
| Number of Non-Managed Accounts | $128,000 | 209 |
| Total fiduciary and related assets | $591,909,000 | 242 |
| Managed Assets ($) | $503,090,000 | 202 |
| Non-managed Assets ($) | $88,819,000 | 238 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,469,000 | 226 |
| 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 | $578,000 | 293 |
| Number of Managed Accounts | $433,000 | 273 |
| Number of Non-Managed Accounts | $145,000 | 201 |
| Total fiduciary and related assets | $572,047,000 | 243 |
| Managed Assets ($) | $486,246,000 | 205 |
| Non-managed Assets ($) | $85,801,000 | 238 |
| Memoranda | ||
| Gross Fiduciary activities income | $790,000 | 215 |
| 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 | $593,000 | 334 |
| Number of Managed Accounts | $444,000 | 300 |
| Number of Non-Managed Accounts | $149,000 | 284 |
| Total fiduciary and related assets | $572,131,000 | 242 |
| Managed Assets ($) | $482,733,000 | 205 |
| Non-managed Assets ($) | $89,398,000 | 265 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,506,000 | 231 |
| 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 | $604,000 | 292 |
| Number of Managed Accounts | $450,000 | 269 |
| Number of Non-Managed Accounts | $154,000 | 202 |
| Total fiduciary and related assets | $558,327,000 | 244 |
| Managed Assets ($) | $474,013,000 | 207 |
| Non-managed Assets ($) | $84,314,000 | 243 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,911,000 | 230 |
| 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 | $609,000 | 294 |
| Number of Managed Accounts | $456,000 | 276 |
| Number of Non-Managed Accounts | $153,000 | 207 |
| Total fiduciary and related assets | $553,426,000 | 251 |
| Managed Assets ($) | $465,504,000 | 211 |
| Non-managed Assets ($) | $87,922,000 | 248 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,287,000 | 240 |
| 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 | $628,000 | 290 |
| Number of Managed Accounts | $460,000 | 274 |
| Number of Non-Managed Accounts | $168,000 | 205 |
| Total fiduciary and related assets | $511,425,000 | 255 |
| Managed Assets ($) | $419,286,000 | 224 |
| Non-managed Assets ($) | $92,139,000 | 249 |
| Memoranda | ||
| Gross Fiduciary activities income | $626,000 | 244 |
| 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 | $629,000 | 324 |
| Number of Managed Accounts | $456,000 | 310 |
| Number of Non-Managed Accounts | $173,000 | 277 |
| Total fiduciary and related assets | $498,152,000 | 254 |
| Managed Assets ($) | $410,237,000 | 223 |
| Non-managed Assets ($) | $87,915,000 | 269 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,212,000 | 253 |
| 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 | $633,000 | 275 |
| Number of Managed Accounts | $453,000 | 272 |
| Number of Non-Managed Accounts | $180,000 | 195 |
| Total fiduciary and related assets | $483,486,000 | 254 |
| Managed Assets ($) | $391,998,000 | 225 |
| Non-managed Assets ($) | $91,488,000 | 241 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,684,000 | 246 |
| 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 | $641,000 | 279 |
| Number of Managed Accounts | $456,000 | 275 |
| Number of Non-Managed Accounts | $185,000 | 196 |
| Total fiduciary and related assets | $477,039,000 | 251 |
| Managed Assets ($) | $387,351,000 | 225 |
| Non-managed Assets ($) | $89,688,000 | 239 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,149,000 | 240 |
| 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 | $648,000 | 279 |
| Number of Managed Accounts | $458,000 | 276 |
| Number of Non-Managed Accounts | $190,000 | 192 |
| Total fiduciary and related assets | $476,591,000 | 255 |
| Managed Assets ($) | $386,998,000 | 227 |
| Non-managed Assets ($) | $89,593,000 | 241 |
| Memoranda | ||
| Gross Fiduciary activities income | $620,000 | 234 |
| 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 | $665,000 | 306 |
| Number of Managed Accounts | $468,000 | 298 |
| Number of Non-Managed Accounts | $197,000 | 261 |
| Total fiduciary and related assets | $478,335,000 | 257 |
| Managed Assets ($) | $389,127,000 | 223 |
| Non-managed Assets ($) | $89,208,000 | 270 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,226,000 | 242 |
| 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 | $699,000 | 258 |
| Number of Managed Accounts | $469,000 | 266 |
| Number of Non-Managed Accounts | $230,000 | 174 |
| Total fiduciary and related assets | $459,508,000 | 255 |
| Managed Assets ($) | $374,013,000 | 220 |
| Non-managed Assets ($) | $85,495,000 | 245 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,764,000 | 233 |
| 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 | $725,000 | 259 |
| Number of Managed Accounts | $461,000 | 271 |
| Number of Non-Managed Accounts | $264,000 | 164 |
| Total fiduciary and related assets | $511,717,000 | 244 |
| Managed Assets ($) | $420,773,000 | 209 |
| Non-managed Assets ($) | $90,944,000 | 245 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,063,000 | 254 |
| 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 | $772,000 | 251 |
| Number of Managed Accounts | $462,000 | 274 |
| Number of Non-Managed Accounts | $310,000 | 147 |
| Total fiduciary and related assets | $488,617,000 | 254 |
| Managed Assets ($) | $347,929,000 | 232 |
| Non-managed Assets ($) | $140,688,000 | 220 |
| Memoranda | ||
| Gross Fiduciary activities income | $572,000 | 246 |
| 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 | $816,000 | 277 |
| Number of Managed Accounts | $470,000 | 306 |
| Number of Non-Managed Accounts | $346,000 | 193 |
| Total fiduciary and related assets | $439,178,000 | 273 |
| Managed Assets ($) | $344,099,000 | 238 |
| Non-managed Assets ($) | $95,079,000 | 263 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,297,000 | 236 |
| 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 | $894,000 | 237 |
| Number of Managed Accounts | $481,000 | 277 |
| Number of Non-Managed Accounts | $413,000 | 150 |
| Total fiduciary and related assets | $416,032,000 | 283 |
| Managed Assets ($) | $327,601,000 | 245 |
| Non-managed Assets ($) | $88,431,000 | 258 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,674,000 | 251 |
| 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 | $998,000 | 224 |
| Number of Managed Accounts | $495,000 | 275 |
| Number of Non-Managed Accounts | $503,000 | 137 |
| Total fiduciary and related assets | $412,566,000 | 285 |
| Managed Assets ($) | $324,858,000 | 247 |
| Non-managed Assets ($) | $87,708,000 | 261 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,194,000 | 246 |
| 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 | $1,059,000 | 216 |
| Number of Managed Accounts | $503,000 | 278 |
| Number of Non-Managed Accounts | $556,000 | 124 |
| Total fiduciary and related assets | $386,118,000 | 296 |
| Managed Assets ($) | $303,674,000 | 254 |
| Non-managed Assets ($) | $82,444,000 | 265 |
| Memoranda | ||
| Gross Fiduciary activities income | $805,000 | 211 |
| 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 | $1,204,000 | 215 |
| Number of Managed Accounts | $517,000 | 300 |
| Number of Non-Managed Accounts | $687,000 | 122 |
| Total fiduciary and related assets | $396,866,000 | 292 |
| Managed Assets ($) | $309,895,000 | 254 |
| Non-managed Assets ($) | $86,971,000 | 278 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,725,000 | 306 |
| 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 | $1,305,000 | 180 |
| Number of Managed Accounts | $525,000 | 274 |
| Number of Non-Managed Accounts | $780,000 | 110 |
| Total fiduciary and related assets | $415,989,000 | 277 |
| Managed Assets ($) | $319,660,000 | 248 |
| Non-managed Assets ($) | $96,329,000 | 249 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,704,000 | 315 |
| 2000-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,758,000 | 304 |
| 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 | $1,384,000 | 386 |
| 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 | $1,205,000 | 415 |
| 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 | $1,082,000 | 444 |
| 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 | $1,326,000 | 440 |
| 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 | $1,098,000 | 515 |
| 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 | $1,157,000 | 489 |
| 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 | $1,145,000 | 509 |
| 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 | $801,000 | 609 |