Home > Independence Trust Company > Fiduciary and Related Services
Independence Trust Company, Fiduciary and Related Services
| 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 | $453,000 | 316 |
| Number of Managed Accounts | $447,000 | 285 |
| Number of Non-Managed Accounts | $6,000 | 353 |
| Total fiduciary and related assets | $307,583,000 | 354 |
| Managed Assets ($) | $293,012,000 | 315 |
| Non-managed Assets ($) | $14,571,000 | 331 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,457,000 | 346 |
| 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 | $450,000 | 316 |
| Number of Managed Accounts | $445,000 | 286 |
| Number of Non-Managed Accounts | $5,000 | 360 |
| Total fiduciary and related assets | $298,041,000 | 355 |
| Managed Assets ($) | $285,284,000 | 312 |
| Non-managed Assets ($) | $12,757,000 | 334 |
| Memoranda | ||
| Gross Fiduciary activities income | $969,000 | 344 |
| 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 | $478,000 | 309 |
| Number of Managed Accounts | $473,000 | 276 |
| Number of Non-Managed Accounts | $5,000 | 364 |
| Total fiduciary and related assets | $299,180,000 | 356 |
| Managed Assets ($) | $286,646,000 | 316 |
| Non-managed Assets ($) | $12,534,000 | 338 |
| Memoranda | ||
| Gross Fiduciary activities income | $490,000 | 344 |
| 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 | $472,000 | 348 |
| Number of Managed Accounts | $467,000 | 293 |
| Number of Non-Managed Accounts | $5,000 | 810 |
| Total fiduciary and related assets | $275,834,000 | 367 |
| Managed Assets ($) | $262,352,000 | 324 |
| Non-managed Assets ($) | $13,482,000 | 519 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,696,000 | 365 |
| 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 | $463,000 | 312 |
| Number of Managed Accounts | $458,000 | 279 |
| Number of Non-Managed Accounts | $5,000 | 372 |
| Total fiduciary and related assets | $255,668,000 | 369 |
| Managed Assets ($) | $242,239,000 | 336 |
| Non-managed Assets ($) | $13,429,000 | 337 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,259,000 | 366 |
| 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 | $451,000 | 315 |
| Number of Managed Accounts | $446,000 | 281 |
| Number of Non-Managed Accounts | $5,000 | 376 |
| Total fiduciary and related assets | $249,229,000 | 375 |
| Managed Assets ($) | $236,102,000 | 339 |
| Non-managed Assets ($) | $13,127,000 | 340 |
| Memoranda | ||
| Gross Fiduciary activities income | $839,000 | 368 |
| 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 | $484,000 | 314 |
| Number of Managed Accounts | $477,000 | 277 |
| Number of Non-Managed Accounts | $7,000 | 363 |
| Total fiduciary and related assets | $238,796,000 | 378 |
| Managed Assets ($) | $226,030,000 | 340 |
| Non-managed Assets ($) | $12,766,000 | 340 |
| Memoranda | ||
| Gross Fiduciary activities income | $410,000 | 369 |
| 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 | $486,000 | 351 |
| Number of Managed Accounts | $479,000 | 287 |
| Number of Non-Managed Accounts | $7,000 | 809 |
| Total fiduciary and related assets | $269,818,000 | 369 |
| Managed Assets ($) | $257,445,000 | 315 |
| Non-managed Assets ($) | $12,373,000 | 550 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,329,000 | 309 |
| 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 | $710,000 | 262 |
| Number of Managed Accounts | $702,000 | 222 |
| Number of Non-Managed Accounts | $8,000 | 363 |
| Total fiduciary and related assets | $388,017,000 | 307 |
| Managed Assets ($) | $375,564,000 | 260 |
| Non-managed Assets ($) | $12,453,000 | 341 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,830,000 | 300 |
| 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 | $805,000 | 250 |
| Number of Managed Accounts | $797,000 | 207 |
| Number of Non-Managed Accounts | $8,000 | 365 |
| Total fiduciary and related assets | $554,303,000 | 261 |
| Managed Assets ($) | $540,170,000 | 224 |
| Non-managed Assets ($) | $14,133,000 | 344 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,232,000 | 302 |
| 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 | $806,000 | 249 |
| Number of Managed Accounts | $799,000 | 203 |
| Number of Non-Managed Accounts | $7,000 | 370 |
| Total fiduciary and related assets | $569,138,000 | 261 |
| Managed Assets ($) | $554,875,000 | 217 |
| Non-managed Assets ($) | $14,263,000 | 342 |
| Memoranda | ||
| Gross Fiduciary activities income | $591,000 | 309 |
| 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 | $808,000 | 252 |
| Number of Managed Accounts | $801,000 | 203 |
| Number of Non-Managed Accounts | $7,000 | 856 |
| Total fiduciary and related assets | $585,160,000 | 255 |
| Managed Assets ($) | $571,236,000 | 208 |
| Non-managed Assets ($) | $13,924,000 | 546 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,337,000 | 307 |
| 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 | $799,000 | 246 |
| Number of Managed Accounts | $792,000 | 200 |
| Number of Non-Managed Accounts | $7,000 | 371 |
| Total fiduciary and related assets | $564,074,000 | 257 |
| Managed Assets ($) | $550,661,000 | 211 |
| Non-managed Assets ($) | $13,413,000 | 340 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,762,000 | 308 |
| 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 | $787,000 | 246 |
| Number of Managed Accounts | $781,000 | 204 |
| Number of Non-Managed Accounts | $6,000 | 376 |
| Total fiduciary and related assets | $550,078,000 | 259 |
| Managed Assets ($) | $536,808,000 | 215 |
| Non-managed Assets ($) | $13,270,000 | 341 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,177,000 | 308 |
| 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 | $775,000 | 253 |
| Number of Managed Accounts | $771,000 | 202 |
| Number of Non-Managed Accounts | $4,000 | 384 |
| Total fiduciary and related assets | $594,719,000 | 245 |
| Managed Assets ($) | $583,095,000 | 194 |
| Non-managed Assets ($) | $11,624,000 | 347 |
| Memoranda | ||
| Gross Fiduciary activities income | $567,000 | 316 |
| 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 | $769,000 | 266 |
| Number of Managed Accounts | $765,000 | 206 |
| Number of Non-Managed Accounts | $4,000 | 935 |
| Total fiduciary and related assets | $601,463,000 | 243 |
| Managed Assets ($) | $589,908,000 | 191 |
| Non-managed Assets ($) | $11,555,000 | 582 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,433,000 | 288 |
| 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 | $764,000 | 251 |
| Number of Managed Accounts | $760,000 | 200 |
| Number of Non-Managed Accounts | $4,000 | 370 |
| Total fiduciary and related assets | $579,346,000 | 243 |
| Managed Assets ($) | $567,863,000 | 189 |
| Non-managed Assets ($) | $11,483,000 | 336 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,797,000 | 289 |
| 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 | $760,000 | 250 |
| Number of Managed Accounts | $756,000 | 196 |
| Number of Non-Managed Accounts | $4,000 | 370 |
| Total fiduciary and related assets | $579,262,000 | 242 |
| Managed Assets ($) | $567,782,000 | 178 |
| Non-managed Assets ($) | $11,480,000 | 338 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,204,000 | 290 |
| 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 | $763,000 | 255 |
| Number of Managed Accounts | $759,000 | 195 |
| Number of Non-Managed Accounts | $4,000 | 374 |
| Total fiduciary and related assets | $573,008,000 | 244 |
| Managed Assets ($) | $561,729,000 | 183 |
| Non-managed Assets ($) | $11,279,000 | 345 |
| Memoranda | ||
| Gross Fiduciary activities income | $548,000 | 304 |
| 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 | $748,000 | 276 |
| Number of Managed Accounts | $741,000 | 203 |
| Number of Non-Managed Accounts | $7,000 | 885 |
| Total fiduciary and related assets | $529,875,000 | 246 |
| Managed Assets ($) | $519,138,000 | 186 |
| Non-managed Assets ($) | $10,737,000 | 602 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,168,000 | 298 |
| 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 | $757,000 | 193 |
| Number of Non-Managed Accounts | $10,000 | 337 |
| Total fiduciary and related assets | $535,413,000 | 244 |
| Managed Assets ($) | $524,642,000 | 184 |
| Non-managed Assets ($) | $10,771,000 | 330 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,655,000 | 294 |
| 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 | $765,000 | 238 |
| Number of Managed Accounts | $752,000 | 191 |
| Number of Non-Managed Accounts | $13,000 | 332 |
| Total fiduciary and related assets | $553,353,000 | 233 |
| Managed Assets ($) | $543,487,000 | 172 |
| Non-managed Assets ($) | $9,866,000 | 334 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,118,000 | 291 |
| 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 | $755,000 | 239 |
| Number of Managed Accounts | $742,000 | 192 |
| Number of Non-Managed Accounts | $13,000 | 330 |
| Total fiduciary and related assets | $540,991,000 | 233 |
| Managed Assets ($) | $532,450,000 | 174 |
| Non-managed Assets ($) | $8,541,000 | 333 |
| Memoranda | ||
| Gross Fiduciary activities income | $532,000 | 304 |
| 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 | $746,000 | 265 |
| Number of Managed Accounts | $732,000 | 201 |
| Number of Non-Managed Accounts | $14,000 | 779 |
| Total fiduciary and related assets | $508,443,000 | 235 |
| Managed Assets ($) | $499,514,000 | 181 |
| Non-managed Assets ($) | $8,929,000 | 624 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,914,000 | 271 |
| 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 | $713,000 | 251 |
| Number of Managed Accounts | $699,000 | 207 |
| Number of Non-Managed Accounts | $14,000 | 345 |
| Total fiduciary and related assets | $453,263,000 | 242 |
| Managed Assets ($) | $444,531,000 | 189 |
| Non-managed Assets ($) | $8,732,000 | 342 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $723,000 | 252 |
| Number of Managed Accounts | $708,000 | 204 |
| Number of Non-Managed Accounts | $15,000 | 340 |
| Total fiduciary and related assets | $487,828,000 | 239 |
| Managed Assets ($) | $477,927,000 | 184 |
| Non-managed Assets ($) | $9,901,000 | 340 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $719,000 | 253 |
| Number of Managed Accounts | $703,000 | 201 |
| Number of Non-Managed Accounts | $16,000 | 337 |
| Total fiduciary and related assets | $492,418,000 | 241 |
| Managed Assets ($) | $482,304,000 | 184 |
| Non-managed Assets ($) | $10,114,000 | 340 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $715,000 | 279 |
| Number of Managed Accounts | $700,000 | 215 |
| Number of Non-Managed Accounts | $15,000 | 805 |
| Total fiduciary and related assets | $423,726,000 | 261 |
| Managed Assets ($) | $414,053,000 | 210 |
| Non-managed Assets ($) | $9,673,000 | 630 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $691,000 | 261 |
| Number of Managed Accounts | $676,000 | 206 |
| Number of Non-Managed Accounts | $15,000 | 334 |
| Total fiduciary and related assets | $393,422,000 | 261 |
| Managed Assets ($) | $384,070,000 | 217 |
| Non-managed Assets ($) | $9,352,000 | 342 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $677,000 | 267 |
| Number of Managed Accounts | $662,000 | 209 |
| Number of Non-Managed Accounts | $15,000 | 338 |
| Total fiduciary and related assets | $356,407,000 | 261 |
| Managed Assets ($) | $347,040,000 | 223 |
| Non-managed Assets ($) | $9,367,000 | 342 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $602,000 | 277 |
| Number of Managed Accounts | $587,000 | 225 |
| Number of Non-Managed Accounts | $15,000 | 339 |
| Total fiduciary and related assets | $300,323,000 | 308 |
| Managed Assets ($) | $290,539,000 | 260 |
| Non-managed Assets ($) | $9,784,000 | 346 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $699,000 | 296 |
| Number of Managed Accounts | $683,000 | 223 |
| Number of Non-Managed Accounts | $16,000 | 813 |
| Total fiduciary and related assets | $320,969,000 | 297 |
| Managed Assets ($) | $311,462,000 | 245 |
| Non-managed Assets ($) | $9,507,000 | 634 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $700,000 | 260 |
| Number of Managed Accounts | $685,000 | 209 |
| Number of Non-Managed Accounts | $15,000 | 328 |
| Total fiduciary and related assets | $305,367,000 | 299 |
| Managed Assets ($) | $296,686,000 | 251 |
| Non-managed Assets ($) | $8,681,000 | 338 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $687,000 | 262 |
| Number of Managed Accounts | $672,000 | 212 |
| Number of Non-Managed Accounts | $15,000 | 338 |
| Total fiduciary and related assets | $289,991,000 | 300 |
| Managed Assets ($) | $282,834,000 | 246 |
| Non-managed Assets ($) | $7,157,000 | 344 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $689,000 | 264 |
| Number of Managed Accounts | $673,000 | 207 |
| Number of Non-Managed Accounts | $16,000 | 329 |
| Total fiduciary and related assets | $261,739,000 | 311 |
| Managed Assets ($) | $254,726,000 | 263 |
| Non-managed Assets ($) | $7,013,000 | 341 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $682,000 | 304 |
| Number of Managed Accounts | $666,000 | 225 |
| Number of Non-Managed Accounts | $16,000 | 814 |
| Total fiduciary and related assets | $272,286,000 | 314 |
| Managed Assets ($) | $263,978,000 | 264 |
| Non-managed Assets ($) | $8,308,000 | 634 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $661,000 | 271 |
| Number of Managed Accounts | $646,000 | 215 |
| Number of Non-Managed Accounts | $15,000 | 351 |
| Total fiduciary and related assets | $327,020,000 | 295 |
| Managed Assets ($) | $316,584,000 | 244 |
| Non-managed Assets ($) | $10,436,000 | 352 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $659,000 | 277 |
| Number of Managed Accounts | $644,000 | 219 |
| Number of Non-Managed Accounts | $15,000 | 356 |
| Total fiduciary and related assets | $330,537,000 | 304 |
| Managed Assets ($) | $319,797,000 | 250 |
| Non-managed Assets ($) | $10,740,000 | 355 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $659,000 | 277 |
| Number of Managed Accounts | $643,000 | 219 |
| Number of Non-Managed Accounts | $16,000 | 360 |
| Total fiduciary and related assets | $330,440,000 | 312 |
| Managed Assets ($) | $319,096,000 | 258 |
| Non-managed Assets ($) | $11,344,000 | 360 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $574,000 | 342 |
| Number of Managed Accounts | $558,000 | 259 |
| Number of Non-Managed Accounts | $16,000 | 827 |
| Total fiduciary and related assets | $279,954,000 | 345 |
| Managed Assets ($) | $268,217,000 | 291 |
| Non-managed Assets ($) | $11,737,000 | 621 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $599,000 | 284 |
| Number of Managed Accounts | $585,000 | 230 |
| Number of Non-Managed Accounts | $14,000 | 352 |
| Total fiduciary and related assets | $307,593,000 | 326 |
| Managed Assets ($) | $295,798,000 | 273 |
| Non-managed Assets ($) | $11,795,000 | 343 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $741,000 | 256 |
| Number of Managed Accounts | $726,000 | 207 |
| Number of Non-Managed Accounts | $15,000 | 359 |
| Total fiduciary and related assets | $580,815,000 | 245 |
| Managed Assets ($) | $568,774,000 | 188 |
| Non-managed Assets ($) | $12,041,000 | 354 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $731,000 | 258 |
| Number of Managed Accounts | $717,000 | 206 |
| Number of Non-Managed Accounts | $14,000 | 362 |
| Total fiduciary and related assets | $616,897,000 | 233 |
| Managed Assets ($) | $605,044,000 | 179 |
| Non-managed Assets ($) | $11,853,000 | 350 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $685,000 | 299 |
| Number of Managed Accounts | $671,000 | 223 |
| Number of Non-Managed Accounts | $14,000 | 870 |
| Total fiduciary and related assets | $586,768,000 | 239 |
| Managed Assets ($) | $574,168,000 | 184 |
| Non-managed Assets ($) | $12,600,000 | 608 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $664,000 | 280 |
| Number of Managed Accounts | $649,000 | 220 |
| Number of Non-Managed Accounts | $15,000 | 352 |
| Total fiduciary and related assets | $545,964,000 | 249 |
| Managed Assets ($) | $533,958,000 | 190 |
| Non-managed Assets ($) | $12,006,000 | 344 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $634,000 | 288 |
| Number of Managed Accounts | $619,000 | 231 |
| Number of Non-Managed Accounts | $15,000 | 357 |
| Total fiduciary and related assets | $498,603,000 | 259 |
| Managed Assets ($) | $487,151,000 | 201 |
| Non-managed Assets ($) | $11,452,000 | 349 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $637,000 | 286 |
| Number of Managed Accounts | $621,000 | 229 |
| Number of Non-Managed Accounts | $16,000 | 358 |
| Total fiduciary and related assets | $503,558,000 | 259 |
| Managed Assets ($) | $491,503,000 | 201 |
| Non-managed Assets ($) | $12,055,000 | 354 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $614,000 | 331 |
| Number of Managed Accounts | $600,000 | 251 |
| Number of Non-Managed Accounts | $14,000 | 914 |
| Total fiduciary and related assets | $489,805,000 | 257 |
| Managed Assets ($) | $478,902,000 | 205 |
| Non-managed Assets ($) | $10,903,000 | 626 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $591,000 | 285 |
| Number of Managed Accounts | $578,000 | 240 |
| Number of Non-Managed Accounts | $13,000 | 365 |
| Total fiduciary and related assets | $461,532,000 | 262 |
| Managed Assets ($) | $451,488,000 | 209 |
| Non-managed Assets ($) | $10,044,000 | 357 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $556,000 | 302 |
| Number of Managed Accounts | $542,000 | 248 |
| Number of Non-Managed Accounts | $14,000 | 377 |
| Total fiduciary and related assets | $455,196,000 | 259 |
| Managed Assets ($) | $445,328,000 | 207 |
| Non-managed Assets ($) | $9,868,000 | 368 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $512,000 | 313 |
| Number of Managed Accounts | $499,000 | 264 |
| Number of Non-Managed Accounts | $13,000 | 381 |
| Total fiduciary and related assets | $416,785,000 | 273 |
| Managed Assets ($) | $407,270,000 | 220 |
| Non-managed Assets ($) | $9,515,000 | 372 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $510,000 | 379 |
| Number of Managed Accounts | $497,000 | 283 |
| Number of Non-Managed Accounts | $13,000 | 924 |
| Total fiduciary and related assets | $374,104,000 | 293 |
| Managed Assets ($) | $364,696,000 | 231 |
| Non-managed Assets ($) | $9,408,000 | 656 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $469,000 | 325 |
| Number of Managed Accounts | $456,000 | 271 |
| Number of Non-Managed Accounts | $13,000 | 374 |
| Total fiduciary and related assets | $302,289,000 | 318 |
| Managed Assets ($) | $293,841,000 | 250 |
| Non-managed Assets ($) | $8,448,000 | 366 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $508,000 | 320 |
| Number of Managed Accounts | $508,000 | 253 |
| Number of Non-Managed Accounts | $0 | 432 |
| Total fiduciary and related assets | $294,644,000 | 326 |
| Managed Assets ($) | $294,644,000 | 248 |
| Non-managed Assets ($) | $0 | 429 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $509,000 | 320 |
| Number of Managed Accounts | $509,000 | 255 |
| Number of Non-Managed Accounts | $0 | 438 |
| Total fiduciary and related assets | $286,823,000 | 335 |
| Managed Assets ($) | $286,823,000 | 255 |
| Non-managed Assets ($) | $0 | 436 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |