Home > Montecito Bank & Trust > Fiduciary and Related Services
Montecito Bank & Trust, 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 | $530,000 | 362 |
| Number of Managed Accounts | $522,000 | 311 |
| Number of Non-Managed Accounts | $8,000 | 636 |
| Total fiduciary and related assets | $990,887,000 | 253 |
| Managed Assets ($) | $974,741,000 | 209 |
| Non-managed Assets ($) | $16,146,000 | 474 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,887,000 | 221 |
| 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 | $0 | 375 |
| Number of Managed Accounts | $0 | 366 |
| Number of Non-Managed Accounts | $0 | 365 |
| Total fiduciary and related assets | $0 | 376 |
| Managed Assets ($) | $0 | 366 |
| Non-managed Assets ($) | $0 | 363 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,187,000 | 220 |
| 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 | $538,000 | 339 |
| Number of Managed Accounts | $528,000 | 293 |
| Number of Non-Managed Accounts | $10,000 | 382 |
| Total fiduciary and related assets | $999,626,000 | 240 |
| Managed Assets ($) | $979,045,000 | 202 |
| Non-managed Assets ($) | $20,581,000 | 363 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,435,000 | 218 |
| 2023-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 384 |
| Number of Managed Accounts | $0 | 375 |
| Number of Non-Managed Accounts | $0 | 373 |
| Total fiduciary and related assets | $0 | 384 |
| Managed Assets ($) | $0 | 375 |
| Non-managed Assets ($) | $0 | 373 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,715,000 | 230 |
| 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 | $540,000 | 363 |
| Number of Managed Accounts | $538,000 | 311 |
| Number of Non-Managed Accounts | $2,000 | 783 |
| Total fiduciary and related assets | $933,674,000 | 255 |
| Managed Assets ($) | $929,283,000 | 213 |
| Non-managed Assets ($) | $4,391,000 | 632 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,085,000 | 227 |
| 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 | $540,000 | 310 |
| Number of Managed Accounts | $538,000 | 275 |
| Number of Non-Managed Accounts | $2,000 | 372 |
| Total fiduciary and related assets | $894,315,000 | 251 |
| Managed Assets ($) | $890,356,000 | 208 |
| Non-managed Assets ($) | $3,959,000 | 364 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,413,000 | 225 |
| 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 | $537,000 | 309 |
| Number of Managed Accounts | $535,000 | 273 |
| Number of Non-Managed Accounts | $2,000 | 398 |
| Total fiduciary and related assets | $907,678,000 | 216 |
| Managed Assets ($) | $903,547,000 | 182 |
| Non-managed Assets ($) | $4,131,000 | 387 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,726,000 | 192 |
| 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 | $532,000 | 276 |
| Number of Managed Accounts | $528,000 | 252 |
| Number of Non-Managed Accounts | $4,000 | 326 |
| Total fiduciary and related assets | $1,135,733,000 | 201 |
| Managed Assets ($) | $1,129,301,000 | 169 |
| Non-managed Assets ($) | $6,432,000 | 318 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,932,000 | 196 |
| 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 | $529,000 | 330 |
| Number of Managed Accounts | $525,000 | 285 |
| Number of Non-Managed Accounts | $4,000 | 706 |
| Total fiduciary and related assets | $1,187,019,000 | 206 |
| Managed Assets ($) | $1,180,576,000 | 170 |
| Non-managed Assets ($) | $6,443,000 | 571 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,856,000 | 184 |
| 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 | $518,000 | 278 |
| Number of Managed Accounts | $514,000 | 252 |
| Number of Non-Managed Accounts | $4,000 | 315 |
| Total fiduciary and related assets | $1,122,419,000 | 207 |
| Managed Assets ($) | $1,116,442,000 | 173 |
| Non-managed Assets ($) | $5,977,000 | 308 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,817,000 | 186 |
| 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 | $520,000 | 308 |
| Number of Managed Accounts | $513,000 | 277 |
| Number of Non-Managed Accounts | $7,000 | 366 |
| Total fiduciary and related assets | $1,120,943,000 | 205 |
| Managed Assets ($) | $1,115,352,000 | 172 |
| Non-managed Assets ($) | $5,591,000 | 365 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,773,000 | 188 |
| 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 | $517,000 | 280 |
| Number of Managed Accounts | $510,000 | 256 |
| Number of Non-Managed Accounts | $7,000 | 309 |
| Total fiduciary and related assets | $1,036,988,000 | 215 |
| Managed Assets ($) | $1,030,611,000 | 177 |
| Non-managed Assets ($) | $6,377,000 | 309 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,803,000 | 192 |
| 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 | $519,000 | 328 |
| Number of Managed Accounts | $516,000 | 281 |
| Number of Non-Managed Accounts | $3,000 | 749 |
| Total fiduciary and related assets | $1,029,198,000 | 211 |
| Managed Assets ($) | $1,026,771,000 | 176 |
| Non-managed Assets ($) | $2,427,000 | 650 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,525,000 | 191 |
| 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 | $0 | 346 |
| Number of Managed Accounts | $0 | 338 |
| Number of Non-Managed Accounts | $0 | 335 |
| Total fiduciary and related assets | $0 | 346 |
| Managed Assets ($) | $0 | 338 |
| Non-managed Assets ($) | $0 | 335 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,824,000 | 189 |
| 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 | $494,000 | 307 |
| Number of Managed Accounts | $491,000 | 276 |
| Number of Non-Managed Accounts | $3,000 | 374 |
| Total fiduciary and related assets | $882,893,000 | 220 |
| Managed Assets ($) | $880,598,000 | 177 |
| Non-managed Assets ($) | $2,295,000 | 373 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,074,000 | 193 |
| 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 | $0 | 351 |
| Number of Managed Accounts | $0 | 342 |
| Number of Non-Managed Accounts | $0 | 338 |
| Total fiduciary and related assets | $0 | 351 |
| Managed Assets ($) | $0 | 342 |
| Non-managed Assets ($) | $0 | 338 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,548,000 | 195 |
| 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 | $498,000 | 332 |
| Number of Managed Accounts | $495,000 | 284 |
| Number of Non-Managed Accounts | $3,000 | 775 |
| Total fiduciary and related assets | $870,981,000 | 224 |
| Managed Assets ($) | $870,545,000 | 181 |
| Non-managed Assets ($) | $436,000 | 778 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,927,000 | 202 |
| 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 | $0 | 357 |
| Number of Managed Accounts | $0 | 349 |
| Number of Non-Managed Accounts | $0 | 341 |
| Total fiduciary and related assets | $0 | 357 |
| Managed Assets ($) | $0 | 349 |
| Non-managed Assets ($) | $0 | 341 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,418,000 | 199 |
| 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 | $493,000 | 302 |
| Number of Managed Accounts | $490,000 | 275 |
| Number of Non-Managed Accounts | $3,000 | 366 |
| Total fiduciary and related assets | $800,480,000 | 221 |
| Managed Assets ($) | $800,095,000 | 184 |
| Non-managed Assets ($) | $385,000 | 377 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,914,000 | 201 |
| 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 | $496,000 | 304 |
| Number of Managed Accounts | $493,000 | 276 |
| Number of Non-Managed Accounts | $3,000 | 369 |
| Total fiduciary and related assets | $799,391,000 | 220 |
| Managed Assets ($) | $799,029,000 | 180 |
| Non-managed Assets ($) | $362,000 | 381 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,443,000 | 201 |
| 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 | $501,000 | 332 |
| Number of Managed Accounts | $498,000 | 287 |
| Number of Non-Managed Accounts | $3,000 | 805 |
| Total fiduciary and related assets | $736,064,000 | 223 |
| Managed Assets ($) | $735,742,000 | 182 |
| Non-managed Assets ($) | $322,000 | 822 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,590,000 | 201 |
| 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 | $496,000 | 299 |
| Number of Managed Accounts | $493,000 | 273 |
| Number of Non-Managed Accounts | $3,000 | 372 |
| Total fiduciary and related assets | $792,623,000 | 225 |
| Managed Assets ($) | $792,310,000 | 181 |
| Non-managed Assets ($) | $313,000 | 385 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,192,000 | 201 |
| 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 | $498,000 | 301 |
| Number of Managed Accounts | $495,000 | 276 |
| Number of Non-Managed Accounts | $3,000 | 373 |
| Total fiduciary and related assets | $732,530,000 | 232 |
| Managed Assets ($) | $732,258,000 | 191 |
| Non-managed Assets ($) | $272,000 | 388 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,751,000 | 204 |
| 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 | $484,000 | 313 |
| Number of Managed Accounts | $481,000 | 278 |
| Number of Non-Managed Accounts | $3,000 | 378 |
| Total fiduciary and related assets | $708,330,000 | 232 |
| Managed Assets ($) | $708,094,000 | 189 |
| Non-managed Assets ($) | $236,000 | 390 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,370,000 | 207 |
| 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 | $483,000 | 344 |
| Number of Managed Accounts | $480,000 | 296 |
| Number of Non-Managed Accounts | $3,000 | 829 |
| Total fiduciary and related assets | $720,785,000 | 232 |
| Managed Assets ($) | $720,578,000 | 190 |
| Non-managed Assets ($) | $207,000 | 873 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,041,000 | 209 |
| 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 | $485,000 | 304 |
| Number of Managed Accounts | $482,000 | 272 |
| Number of Non-Managed Accounts | $3,000 | 367 |
| Total fiduciary and related assets | $722,704,000 | 229 |
| Managed Assets ($) | $722,424,000 | 185 |
| Non-managed Assets ($) | $280,000 | 380 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,683,000 | 211 |
| 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 | $505,000 | 303 |
| Number of Managed Accounts | $498,000 | 269 |
| Number of Non-Managed Accounts | $7,000 | 354 |
| Total fiduciary and related assets | $708,902,000 | 225 |
| Managed Assets ($) | $707,775,000 | 182 |
| Non-managed Assets ($) | $1,127,000 | 377 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,381,000 | 218 |
| 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 | $506,000 | 304 |
| Number of Managed Accounts | $499,000 | 269 |
| Number of Non-Managed Accounts | $7,000 | 357 |
| Total fiduciary and related assets | $627,956,000 | 240 |
| Managed Assets ($) | $626,771,000 | 199 |
| Non-managed Assets ($) | $1,185,000 | 383 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,158,000 | 221 |
| 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 | $501,000 | 342 |
| Number of Managed Accounts | $494,000 | 285 |
| Number of Non-Managed Accounts | $7,000 | 764 |
| Total fiduciary and related assets | $593,679,000 | 244 |
| Managed Assets ($) | $590,405,000 | 207 |
| Non-managed Assets ($) | $3,274,000 | 718 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,546,000 | 213 |
| 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 | $494,000 | 305 |
| Number of Managed Accounts | $487,000 | 272 |
| Number of Non-Managed Accounts | $7,000 | 364 |
| Total fiduciary and related assets | $607,268,000 | 242 |
| Managed Assets ($) | $604,006,000 | 199 |
| Non-managed Assets ($) | $3,262,000 | 376 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,429,000 | 209 |
| 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 | $498,000 | 308 |
| Number of Managed Accounts | $492,000 | 272 |
| Number of Non-Managed Accounts | $6,000 | 369 |
| Total fiduciary and related assets | $597,888,000 | 246 |
| Managed Assets ($) | $588,740,000 | 207 |
| Non-managed Assets ($) | $9,148,000 | 354 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,265,000 | 211 |
| 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 | $496,000 | 309 |
| Number of Managed Accounts | $490,000 | 274 |
| Number of Non-Managed Accounts | $6,000 | 372 |
| Total fiduciary and related assets | $589,906,000 | 248 |
| Managed Assets ($) | $580,939,000 | 209 |
| Non-managed Assets ($) | $8,967,000 | 350 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,139,000 | 210 |
| 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 | $499,000 | 345 |
| Number of Managed Accounts | $493,000 | 284 |
| Number of Non-Managed Accounts | $6,000 | 835 |
| Total fiduciary and related assets | $595,402,000 | 246 |
| Managed Assets ($) | $587,616,000 | 203 |
| Non-managed Assets ($) | $7,786,000 | 618 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,573,000 | 214 |
| 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 | $494,000 | 311 |
| Number of Managed Accounts | $488,000 | 269 |
| Number of Non-Managed Accounts | $6,000 | 369 |
| Total fiduciary and related assets | $572,131,000 | 251 |
| Managed Assets ($) | $564,302,000 | 202 |
| Non-managed Assets ($) | $7,829,000 | 354 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,482,000 | 215 |
| 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 | $497,000 | 312 |
| Number of Managed Accounts | $493,000 | 271 |
| Number of Non-Managed Accounts | $4,000 | 382 |
| Total fiduciary and related assets | $623,498,000 | 248 |
| Managed Assets ($) | $620,524,000 | 197 |
| Non-managed Assets ($) | $2,974,000 | 379 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,373,000 | 214 |
| 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 | $498,000 | 310 |
| Number of Managed Accounts | $492,000 | 268 |
| Number of Non-Managed Accounts | $6,000 | 374 |
| Total fiduciary and related assets | $617,115,000 | 249 |
| Managed Assets ($) | $614,117,000 | 195 |
| Non-managed Assets ($) | $2,998,000 | 380 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,190,000 | 214 |
| 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 | $494,000 | 351 |
| Number of Managed Accounts | $488,000 | 285 |
| Number of Non-Managed Accounts | $6,000 | 865 |
| Total fiduciary and related assets | $614,920,000 | 248 |
| Managed Assets ($) | $611,152,000 | 197 |
| Non-managed Assets ($) | $3,768,000 | 734 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,367,000 | 213 |
| 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 | $488,000 | 314 |
| Number of Managed Accounts | $482,000 | 273 |
| Number of Non-Managed Accounts | $6,000 | 373 |
| Total fiduciary and related assets | $660,929,000 | 236 |
| Managed Assets ($) | $657,211,000 | 183 |
| Non-managed Assets ($) | $3,718,000 | 379 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,091,000 | 218 |
| 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 | $480,000 | 319 |
| Number of Managed Accounts | $473,000 | 276 |
| Number of Non-Managed Accounts | $7,000 | 373 |
| Total fiduciary and related assets | $640,777,000 | 241 |
| Managed Assets ($) | $637,031,000 | 188 |
| Non-managed Assets ($) | $3,746,000 | 377 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,043,000 | 220 |
| 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 | $506,000 | 315 |
| Number of Managed Accounts | $502,000 | 274 |
| Number of Non-Managed Accounts | $4,000 | 384 |
| Total fiduciary and related assets | $635,668,000 | 236 |
| Managed Assets ($) | $634,276,000 | 181 |
| Non-managed Assets ($) | $1,392,000 | 388 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,019,000 | 227 |
| 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 | $527,000 | 346 |
| Number of Managed Accounts | $523,000 | 280 |
| Number of Non-Managed Accounts | $4,000 | 935 |
| Total fiduciary and related assets | $625,875,000 | 235 |
| Managed Assets ($) | $624,503,000 | 182 |
| Non-managed Assets ($) | $1,372,000 | 864 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,927,000 | 218 |
| 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 | $495,000 | 308 |
| Number of Managed Accounts | $491,000 | 267 |
| Number of Non-Managed Accounts | $4,000 | 370 |
| Total fiduciary and related assets | $609,933,000 | 237 |
| Managed Assets ($) | $608,648,000 | 175 |
| Non-managed Assets ($) | $1,285,000 | 374 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,930,000 | 211 |
| 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 | $485,000 | 311 |
| Number of Managed Accounts | $482,000 | 267 |
| Number of Non-Managed Accounts | $3,000 | 375 |
| Total fiduciary and related assets | $585,593,000 | 239 |
| Managed Assets ($) | $584,404,000 | 174 |
| Non-managed Assets ($) | $1,189,000 | 375 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,939,000 | 211 |
| 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 | $478,000 | 314 |
| Number of Managed Accounts | $475,000 | 267 |
| Number of Non-Managed Accounts | $3,000 | 377 |
| Total fiduciary and related assets | $602,880,000 | 233 |
| Managed Assets ($) | $601,653,000 | 174 |
| Non-managed Assets ($) | $1,227,000 | 379 |
| Memoranda | ||
| Gross Fiduciary activities income | $973,000 | 212 |
| 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 | $493,000 | 354 |
| Number of Managed Accounts | $489,000 | 286 |
| Number of Non-Managed Accounts | $4,000 | 957 |
| Total fiduciary and related assets | $584,781,000 | 234 |
| Managed Assets ($) | $582,034,000 | 176 |
| Non-managed Assets ($) | $2,747,000 | 793 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,714,000 | 209 |
| 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 | $471,000 | 307 |
| Number of Managed Accounts | $466,000 | 264 |
| Number of Non-Managed Accounts | $5,000 | 352 |
| Total fiduciary and related assets | $598,932,000 | 226 |
| Managed Assets ($) | $593,259,000 | 172 |
| Non-managed Assets ($) | $5,673,000 | 344 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,767,000 | 209 |
| 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 | $478,000 | 308 |
| Number of Managed Accounts | $475,000 | 259 |
| Number of Non-Managed Accounts | $3,000 | 364 |
| Total fiduciary and related assets | $585,698,000 | 222 |
| Managed Assets ($) | $585,047,000 | 164 |
| Non-managed Assets ($) | $651,000 | 365 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,820,000 | 212 |
| 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 | $483,000 | 303 |
| Number of Managed Accounts | $479,000 | 256 |
| Number of Non-Managed Accounts | $4,000 | 360 |
| Total fiduciary and related assets | $603,336,000 | 211 |
| Managed Assets ($) | $602,638,000 | 166 |
| Non-managed Assets ($) | $698,000 | 363 |
| Memoranda | ||
| Gross Fiduciary activities income | $884,000 | 219 |
| 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 | $475,000 | 372 |
| Number of Managed Accounts | $469,000 | 287 |
| Number of Non-Managed Accounts | $6,000 | 924 |
| Total fiduciary and related assets | $576,895,000 | 212 |
| Managed Assets ($) | $574,761,000 | 165 |
| Non-managed Assets ($) | $2,134,000 | 839 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,929,000 | 166 |
| 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 | $479,000 | 304 |
| Number of Managed Accounts | $473,000 | 254 |
| Number of Non-Managed Accounts | $6,000 | 368 |
| Total fiduciary and related assets | $577,825,000 | 209 |
| Managed Assets ($) | $575,725,000 | 161 |
| Non-managed Assets ($) | $2,100,000 | 369 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,981,000 | 167 |
| 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 | $475,000 | 305 |
| Number of Managed Accounts | $469,000 | 256 |
| Number of Non-Managed Accounts | $6,000 | 372 |
| Total fiduciary and related assets | $620,593,000 | 207 |
| Managed Assets ($) | $618,308,000 | 159 |
| Non-managed Assets ($) | $2,285,000 | 374 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,027,000 | 167 |
| 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 | $484,000 | 310 |
| Number of Managed Accounts | $478,000 | 254 |
| Number of Non-Managed Accounts | $6,000 | 374 |
| Total fiduciary and related assets | $620,482,000 | 209 |
| Managed Assets ($) | $618,168,000 | 159 |
| Non-managed Assets ($) | $2,314,000 | 377 |
| Memoranda | ||
| Gross Fiduciary activities income | $996,000 | 169 |
| 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 | $501,000 | 367 |
| Number of Managed Accounts | $495,000 | 282 |
| Number of Non-Managed Accounts | $6,000 | 966 |
| Total fiduciary and related assets | $613,792,000 | 211 |
| Managed Assets ($) | $611,498,000 | 159 |
| Non-managed Assets ($) | $2,294,000 | 867 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,565,000 | 175 |
| 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 | $493,000 | 299 |
| Number of Managed Accounts | $487,000 | 249 |
| Number of Non-Managed Accounts | $6,000 | 369 |
| Total fiduciary and related assets | $608,523,000 | 204 |
| Managed Assets ($) | $606,284,000 | 158 |
| Non-managed Assets ($) | $2,239,000 | 371 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,631,000 | 176 |
| 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 | $505,000 | 301 |
| Number of Managed Accounts | $499,000 | 247 |
| Number of Non-Managed Accounts | $6,000 | 367 |
| Total fiduciary and related assets | $595,554,000 | 203 |
| Managed Assets ($) | $593,756,000 | 154 |
| Non-managed Assets ($) | $1,798,000 | 375 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,742,000 | 177 |
| 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 | $500,000 | 303 |
| Number of Managed Accounts | $496,000 | 246 |
| Number of Non-Managed Accounts | $4,000 | 383 |
| Total fiduciary and related assets | $582,766,000 | 212 |
| Managed Assets ($) | $581,363,000 | 162 |
| Non-managed Assets ($) | $1,403,000 | 381 |
| Memoranda | ||
| Gross Fiduciary activities income | $848,000 | 184 |
| 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 | $509,000 | 369 |
| Number of Managed Accounts | $505,000 | 277 |
| Number of Non-Managed Accounts | $4,000 | 1,049 |
| Total fiduciary and related assets | $578,521,000 | 213 |
| Managed Assets ($) | $577,095,000 | 165 |
| Non-managed Assets ($) | $1,426,000 | 948 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,170,000 | 188 |
| 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 | $506,000 | 302 |
| Number of Managed Accounts | $501,000 | 248 |
| Number of Non-Managed Accounts | $5,000 | 362 |
| Total fiduciary and related assets | $579,763,000 | 210 |
| Managed Assets ($) | $578,244,000 | 166 |
| Non-managed Assets ($) | $1,519,000 | 366 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,326,000 | 188 |
| 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 | $533,000 | 297 |
| Number of Managed Accounts | $527,000 | 244 |
| Number of Non-Managed Accounts | $6,000 | 367 |
| Total fiduciary and related assets | $571,092,000 | 207 |
| Managed Assets ($) | $568,248,000 | 160 |
| Non-managed Assets ($) | $2,844,000 | 362 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,531,000 | 195 |
| 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 | $534,000 | 295 |
| Number of Managed Accounts | $528,000 | 243 |
| Number of Non-Managed Accounts | $6,000 | 364 |
| Total fiduciary and related assets | $559,563,000 | 205 |
| Managed Assets ($) | $556,705,000 | 156 |
| Non-managed Assets ($) | $2,858,000 | 360 |
| Memoranda | ||
| Gross Fiduciary activities income | $720,000 | 201 |
| 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 | $525,000 | 367 |
| Number of Managed Accounts | $517,000 | 277 |
| Number of Non-Managed Accounts | $8,000 | 948 |
| Total fiduciary and related assets | $588,298,000 | 205 |
| Managed Assets ($) | $584,688,000 | 157 |
| Non-managed Assets ($) | $3,610,000 | 772 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,425,000 | 191 |
| 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 | $520,000 | 309 |
| Number of Managed Accounts | $513,000 | 253 |
| Number of Non-Managed Accounts | $7,000 | 386 |
| Total fiduciary and related assets | $634,292,000 | 203 |
| Managed Assets ($) | $631,137,000 | 157 |
| Non-managed Assets ($) | $3,155,000 | 387 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,663,000 | 194 |
| 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 | $493,000 | 320 |
| Number of Managed Accounts | $485,000 | 263 |
| Number of Non-Managed Accounts | $8,000 | 386 |
| Total fiduciary and related assets | $625,267,000 | 218 |
| Managed Assets ($) | $621,937,000 | 165 |
| Non-managed Assets ($) | $3,330,000 | 392 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,778,000 | 198 |
| 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 | $499,000 | 321 |
| Number of Managed Accounts | $492,000 | 261 |
| Number of Non-Managed Accounts | $7,000 | 397 |
| Total fiduciary and related assets | $637,165,000 | 222 |
| Managed Assets ($) | $633,576,000 | 168 |
| Non-managed Assets ($) | $3,589,000 | 396 |
| Memoranda | ||
| Gross Fiduciary activities income | $889,000 | 197 |
| 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 | $487,000 | 391 |
| Number of Managed Accounts | $480,000 | 289 |
| Number of Non-Managed Accounts | $7,000 | 995 |
| Total fiduciary and related assets | $594,846,000 | 236 |
| Managed Assets ($) | $591,113,000 | 176 |
| Non-managed Assets ($) | $3,733,000 | 813 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,262,000 | 207 |
| 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 | $482,000 | 309 |
| Number of Managed Accounts | $475,000 | 257 |
| Number of Non-Managed Accounts | $7,000 | 382 |
| Total fiduciary and related assets | $594,871,000 | 234 |
| Managed Assets ($) | $590,983,000 | 179 |
| Non-managed Assets ($) | $3,888,000 | 378 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,394,000 | 211 |
| 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 | $468,000 | 316 |
| Number of Managed Accounts | $460,000 | 261 |
| Number of Non-Managed Accounts | $8,000 | 383 |
| Total fiduciary and related assets | $549,610,000 | 252 |
| Managed Assets ($) | $545,398,000 | 192 |
| Non-managed Assets ($) | $4,212,000 | 387 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,530,000 | 220 |
| 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 | $448,000 | 323 |
| Number of Managed Accounts | $440,000 | 271 |
| Number of Non-Managed Accounts | $8,000 | 385 |
| Total fiduciary and related assets | $575,211,000 | 241 |
| Managed Assets ($) | $570,987,000 | 185 |
| Non-managed Assets ($) | $4,224,000 | 388 |
| Memoranda | ||
| Gross Fiduciary activities income | $720,000 | 226 |
| 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 | $427,000 | 413 |
| Number of Managed Accounts | $420,000 | 310 |
| Number of Non-Managed Accounts | $7,000 | 1,013 |
| Total fiduciary and related assets | $543,546,000 | 247 |
| Managed Assets ($) | $539,631,000 | 187 |
| Non-managed Assets ($) | $3,915,000 | 809 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,499,000 | 232 |
| 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 | $401,000 | 333 |
| Number of Managed Accounts | $394,000 | 283 |
| Number of Non-Managed Accounts | $7,000 | 377 |
| Total fiduciary and related assets | $479,471,000 | 262 |
| Managed Assets ($) | $475,746,000 | 206 |
| Non-managed Assets ($) | $3,725,000 | 375 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,851,000 | 238 |
| 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 | $394,000 | 338 |
| Number of Managed Accounts | $387,000 | 289 |
| Number of Non-Managed Accounts | $7,000 | 382 |
| Total fiduciary and related assets | $428,831,000 | 286 |
| Managed Assets ($) | $425,094,000 | 224 |
| Non-managed Assets ($) | $3,737,000 | 376 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,233,000 | 246 |
| 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 | $388,000 | 342 |
| Number of Managed Accounts | $380,000 | 295 |
| Number of Non-Managed Accounts | $8,000 | 385 |
| Total fiduciary and related assets | $403,633,000 | 294 |
| Managed Assets ($) | $399,909,000 | 233 |
| Non-managed Assets ($) | $3,724,000 | 381 |
| Memoranda | ||
| Gross Fiduciary activities income | $617,000 | 249 |
| 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 | $403,000 | 445 |
| Number of Managed Accounts | $395,000 | 343 |
| Number of Non-Managed Accounts | $8,000 | 1,022 |
| Total fiduciary and related assets | $379,649,000 | 300 |
| Managed Assets ($) | $375,923,000 | 235 |
| Non-managed Assets ($) | $3,726,000 | 833 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,296,000 | 245 |
| 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 | $364,000 | 342 |
| Number of Managed Accounts | $356,000 | 297 |
| Number of Non-Managed Accounts | $8,000 | 374 |
| Total fiduciary and related assets | $345,789,000 | 304 |
| Managed Assets ($) | $342,065,000 | 241 |
| Non-managed Assets ($) | $3,724,000 | 375 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,641,000 | 252 |
| 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 | $344,000 | 358 |
| Number of Managed Accounts | $333,000 | 308 |
| Number of Non-Managed Accounts | $11,000 | 386 |
| Total fiduciary and related assets | $335,176,000 | 308 |
| Managed Assets ($) | $328,354,000 | 244 |
| Non-managed Assets ($) | $6,822,000 | 382 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,083,000 | 254 |
| 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 | $332,000 | 362 |
| Number of Managed Accounts | $321,000 | 315 |
| Number of Non-Managed Accounts | $11,000 | 389 |
| Total fiduciary and related assets | $302,721,000 | 327 |
| Managed Assets ($) | $295,787,000 | 258 |
| Non-managed Assets ($) | $6,934,000 | 382 |
| Memoranda | ||
| Gross Fiduciary activities income | $550,000 | 251 |
| 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 | $320,000 | 512 |
| Number of Managed Accounts | $309,000 | 392 |
| Number of Non-Managed Accounts | $11,000 | 964 |
| Total fiduciary and related assets | $278,257,000 | 347 |
| Managed Assets ($) | $268,528,000 | 279 |
| Non-managed Assets ($) | $9,729,000 | 649 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,893,000 | 270 |
| 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 | $1,378,000 | 277 |
| 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 | $966,000 | 272 |
| 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 | $402,000 | 297 |
| 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 | $257,000 | 601 |
| Number of Managed Accounts | $244,000 | 474 |
| Number of Non-Managed Accounts | $13,000 | 943 |
| Total fiduciary and related assets | $240,594,000 | 382 |
| Managed Assets ($) | $233,526,000 | 299 |
| Non-managed Assets ($) | $7,068,000 | 728 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,409,000 | 319 |
| 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 | $1,011,000 | 335 |
| 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 | $646,000 | 344 |
| 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 | $318,000 | 356 |
| 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 | $213,000 | 683 |
| Number of Managed Accounts | $195,000 | 564 |
| Number of Non-Managed Accounts | $18,000 | 895 |
| Total fiduciary and related assets | $172,466,000 | 440 |
| Managed Assets ($) | $166,421,000 | 370 |
| Non-managed Assets ($) | $6,045,000 | 754 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,083,000 | 392 |
| 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 | $181,000 | 713 |
| Number of Managed Accounts | $159,000 | 601 |
| Number of Non-Managed Accounts | $22,000 | 811 |
| Total fiduciary and related assets | $170,831,000 | 422 |
| Managed Assets ($) | $146,882,000 | 382 |
| Non-managed Assets ($) | $23,949,000 | 463 |
| Memoranda | ||
| Gross Fiduciary activities income | $936,000 | 434 |
| 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 | $757,000 | 481 |
| 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 | $544,000 | 611 |
| 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 | $418,000 | 698 |
| 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 | $334,000 | 786 |
| 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 | $161,000 | 1,022 |
| 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 | $0 | 1,590 |
| 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 | $0 | 1,599 |
| 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 | $0 | 1,630 |
| 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 | $0 | 1,658 |