Home > National Advisors Trust Company > Fiduciary and Related Services
National Advisors Trust Company, Fiduciary and Related Services
| 2023-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 4 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,778,000 | 153 |
| Number of Managed Accounts | $11,000 | 790 |
| Number of Non-Managed Accounts | $1,767,000 | 48 |
| Total fiduciary and related assets | $2,182,481,000 | 172 |
| Managed Assets ($) | $15,321,000 | 724 |
| Non-managed Assets ($) | $2,167,160,000 | 92 |
| Memoranda | ||
| Gross Fiduciary activities income | $19,802,000 | 116 |
| 2023-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 5 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,754,000 | 149 |
| Number of Managed Accounts | $11,000 | 356 |
| Number of Non-Managed Accounts | $1,743,000 | 46 |
| Total fiduciary and related assets | $2,087,056,000 | 171 |
| Managed Assets ($) | $13,975,000 | 358 |
| Non-managed Assets ($) | $2,073,081,000 | 90 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,749,000 | 116 |
| 2023-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 3 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,803,000 | 147 |
| Number of Managed Accounts | $4,000 | 431 |
| Number of Non-Managed Accounts | $1,799,000 | 46 |
| Total fiduciary and related assets | $2,271,141,000 | 164 |
| Managed Assets ($) | $792,000 | 435 |
| Non-managed Assets ($) | $2,270,349,000 | 86 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,633,000 | 116 |
| 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 | $1,875,000 | 153 |
| Number of Managed Accounts | $4,000 | 368 |
| Number of Non-Managed Accounts | $1,871,000 | 48 |
| Total fiduciary and related assets | $2,478,231,000 | 161 |
| Managed Assets ($) | $847,000 | 371 |
| Non-managed Assets ($) | $2,477,384,000 | 87 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,690,000 | 124 |
| 2022-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,872,000 | 155 |
| Number of Managed Accounts | $3,000 | 926 |
| Number of Non-Managed Accounts | $1,869,000 | 48 |
| Total fiduciary and related assets | $2,234,065,000 | 165 |
| Managed Assets ($) | $4,000 | 1,015 |
| Non-managed Assets ($) | $2,234,061,000 | 90 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,515,000 | 136 |
| 2022-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,802,000 | 156 |
| Number of Managed Accounts | $3,000 | 383 |
| Number of Non-Managed Accounts | $1,799,000 | 46 |
| Total fiduciary and related assets | $2,039,042,000 | 167 |
| Managed Assets ($) | $3,000 | 387 |
| Non-managed Assets ($) | $2,039,039,000 | 92 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,706,000 | 145 |
| 2022-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,826,000 | 140 |
| Number of Managed Accounts | $3,000 | 418 |
| Number of Non-Managed Accounts | $1,823,000 | 39 |
| Total fiduciary and related assets | $2,126,775,000 | 137 |
| Managed Assets ($) | $3,000 | 420 |
| Non-managed Assets ($) | $2,126,772,000 | 76 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,872,000 | 124 |
| 2022-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,849,000 | 139 |
| Number of Managed Accounts | $3,000 | 346 |
| Number of Non-Managed Accounts | $1,846,000 | 39 |
| Total fiduciary and related assets | $2,390,363,000 | 138 |
| Managed Assets ($) | $2,000 | 348 |
| Non-managed Assets ($) | $2,390,361,000 | 74 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,029,000 | 136 |
| 2021-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,856,000 | 141 |
| Number of Managed Accounts | $2,000 | 936 |
| Number of Non-Managed Accounts | $1,854,000 | 41 |
| Total fiduciary and related assets | $2,471,914,000 | 140 |
| Managed Assets ($) | $2,000 | 997 |
| Non-managed Assets ($) | $2,471,912,000 | 74 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,036,000 | 136 |
| 2021-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,878,000 | 138 |
| Number of Managed Accounts | $2,000 | 332 |
| Number of Non-Managed Accounts | $1,876,000 | 40 |
| Total fiduciary and related assets | $2,408,753,000 | 140 |
| Managed Assets ($) | $3,000 | 333 |
| Non-managed Assets ($) | $2,408,750,000 | 70 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,103,000 | 136 |
| 2021-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,894,000 | 138 |
| Number of Managed Accounts | $3,000 | 397 |
| Number of Non-Managed Accounts | $1,891,000 | 40 |
| Total fiduciary and related assets | $2,489,133,000 | 139 |
| Managed Assets ($) | $13,000 | 399 |
| Non-managed Assets ($) | $2,489,120,000 | 69 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,774,000 | 136 |
| 2021-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,896,000 | 136 |
| Number of Managed Accounts | $4,000 | 334 |
| Number of Non-Managed Accounts | $1,892,000 | 41 |
| Total fiduciary and related assets | $2,393,708,000 | 137 |
| Managed Assets ($) | $14,000 | 335 |
| Non-managed Assets ($) | $2,393,694,000 | 70 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,779,000 | 142 |
| 2020-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,913,000 | 139 |
| Number of Managed Accounts | $5,000 | 899 |
| Number of Non-Managed Accounts | $1,908,000 | 43 |
| Total fiduciary and related assets | $2,387,915,000 | 134 |
| Managed Assets ($) | $2,889,000 | 875 |
| Non-managed Assets ($) | $2,385,026,000 | 70 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,878,000 | 128 |
| 2020-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,929,000 | 134 |
| Number of Managed Accounts | $7,000 | 335 |
| Number of Non-Managed Accounts | $1,922,000 | 40 |
| Total fiduciary and related assets | $2,270,614,000 | 132 |
| Managed Assets ($) | $2,522,000 | 336 |
| Non-managed Assets ($) | $2,268,092,000 | 68 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,923,000 | 127 |
| 2020-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,916,000 | 134 |
| Number of Managed Accounts | $7,000 | 393 |
| Number of Non-Managed Accounts | $1,909,000 | 40 |
| Total fiduciary and related assets | $2,082,194,000 | 138 |
| Managed Assets ($) | $3,820,000 | 393 |
| Non-managed Assets ($) | $2,078,374,000 | 68 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,072,000 | 124 |
| 2020-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,933,000 | 132 |
| Number of Managed Accounts | $5,000 | 339 |
| Number of Non-Managed Accounts | $1,928,000 | 40 |
| Total fiduciary and related assets | $2,054,352,000 | 133 |
| Managed Assets ($) | $3,432,000 | 338 |
| Non-managed Assets ($) | $2,050,920,000 | 66 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,450,000 | 119 |
| 2019-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,931,000 | 138 |
| Number of Managed Accounts | $2,000 | 1,000 |
| Number of Non-Managed Accounts | $1,929,000 | 42 |
| Total fiduciary and related assets | $2,250,869,000 | 131 |
| Managed Assets ($) | $2,000 | 1,061 |
| Non-managed Assets ($) | $2,250,867,000 | 67 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,820,000 | 109 |
| 2019-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,967,000 | 134 |
| Number of Managed Accounts | $2,000 | 346 |
| Number of Non-Managed Accounts | $1,965,000 | 40 |
| Total fiduciary and related assets | $2,190,610,000 | 131 |
| Managed Assets ($) | $2,000 | 347 |
| Non-managed Assets ($) | $2,190,608,000 | 68 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,085,000 | 108 |
| 2019-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,962,000 | 135 |
| Number of Managed Accounts | $9,000 | 384 |
| Number of Non-Managed Accounts | $1,953,000 | 43 |
| Total fiduciary and related assets | $2,093,757,000 | 136 |
| Managed Assets ($) | $7,869,000 | 382 |
| Non-managed Assets ($) | $2,085,888,000 | 68 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,828,000 | 110 |
| 2019-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,936,000 | 136 |
| Number of Managed Accounts | $31,000 | 387 |
| Number of Non-Managed Accounts | $1,905,000 | 43 |
| Total fiduciary and related assets | $1,952,085,000 | 138 |
| Managed Assets ($) | $37,894,000 | 383 |
| Non-managed Assets ($) | $1,914,191,000 | 74 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,978,000 | 109 |
| 2018-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,877,000 | 140 |
| Number of Managed Accounts | $58,000 | 670 |
| Number of Non-Managed Accounts | $1,819,000 | 46 |
| Total fiduciary and related assets | $1,802,624,000 | 138 |
| Managed Assets ($) | $68,888,000 | 561 |
| Non-managed Assets ($) | $1,733,736,000 | 76 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,848,000 | 113 |
| 2018-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,847,000 | 136 |
| Number of Managed Accounts | $561,000 | 254 |
| Number of Non-Managed Accounts | $1,286,000 | 53 |
| Total fiduciary and related assets | $1,865,291,000 | 140 |
| Managed Assets ($) | $678,346,000 | 201 |
| Non-managed Assets ($) | $1,186,945,000 | 96 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,128,000 | 117 |
| 2018-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,842,000 | 135 |
| Number of Managed Accounts | $699,000 | 231 |
| Number of Non-Managed Accounts | $1,143,000 | 59 |
| Total fiduciary and related assets | $1,839,162,000 | 139 |
| Managed Assets ($) | $796,530,000 | 177 |
| Non-managed Assets ($) | $1,042,632,000 | 101 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,576,000 | 117 |
| 2018-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,794,000 | 143 |
| Number of Managed Accounts | $724,000 | 222 |
| Number of Non-Managed Accounts | $1,070,000 | 62 |
| Total fiduciary and related assets | $1,792,983,000 | 143 |
| Managed Assets ($) | $790,758,000 | 178 |
| Non-managed Assets ($) | $1,002,225,000 | 101 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,340,000 | 118 |
| 2017-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,792,000 | 144 |
| Number of Managed Accounts | $729,000 | 229 |
| Number of Non-Managed Accounts | $1,063,000 | 67 |
| Total fiduciary and related assets | $1,755,111,000 | 145 |
| Managed Assets ($) | $807,915,000 | 176 |
| Non-managed Assets ($) | $947,196,000 | 100 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,484,000 | 123 |
| 2017-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,769,000 | 143 |
| Number of Managed Accounts | $746,000 | 217 |
| Number of Non-Managed Accounts | $1,023,000 | 62 |
| Total fiduciary and related assets | $1,714,956,000 | 146 |
| Managed Assets ($) | $806,567,000 | 176 |
| Non-managed Assets ($) | $908,389,000 | 100 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,427,000 | 120 |
| 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 | $988,000 | 218 |
| Number of Managed Accounts | $0 | 393 |
| Number of Non-Managed Accounts | $988,000 | 64 |
| Total fiduciary and related assets | $836,308,000 | 210 |
| Managed Assets ($) | $0 | 393 |
| Non-managed Assets ($) | $836,308,000 | 99 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,390,000 | 122 |
| 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 | $962,000 | 221 |
| Number of Managed Accounts | $0 | 396 |
| Number of Non-Managed Accounts | $962,000 | 64 |
| Total fiduciary and related assets | $805,034,000 | 210 |
| Managed Assets ($) | $0 | 396 |
| Non-managed Assets ($) | $805,034,000 | 101 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,446,000 | 131 |
| 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 | $948,000 | 224 |
| Number of Managed Accounts | $0 | 1,181 |
| Number of Non-Managed Accounts | $948,000 | 66 |
| Total fiduciary and related assets | $801,398,000 | 210 |
| Managed Assets ($) | $0 | 1,181 |
| Non-managed Assets ($) | $801,398,000 | 100 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,294,000 | 128 |
| 2016-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,006,000 | 211 |
| Number of Managed Accounts | $0 | 402 |
| Number of Non-Managed Accounts | $1,006,000 | 62 |
| Total fiduciary and related assets | $775,261,000 | 213 |
| Managed Assets ($) | $0 | 401 |
| Non-managed Assets ($) | $775,261,000 | 101 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,757,000 | 128 |
| 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 | $983,000 | 215 |
| Number of Managed Accounts | $0 | 406 |
| Number of Non-Managed Accounts | $983,000 | 64 |
| Total fiduciary and related assets | $768,456,000 | 213 |
| Managed Assets ($) | $0 | 406 |
| Non-managed Assets ($) | $768,456,000 | 101 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,384,000 | 132 |
| 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 | $965,000 | 217 |
| Number of Managed Accounts | $0 | 406 |
| Number of Non-Managed Accounts | $965,000 | 64 |
| Total fiduciary and related assets | $782,998,000 | 208 |
| Managed Assets ($) | $0 | 407 |
| Non-managed Assets ($) | $782,998,000 | 101 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,106,000 | 132 |
| 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 | $959,000 | 224 |
| Number of Managed Accounts | $0 | 1,209 |
| Number of Non-Managed Accounts | $959,000 | 68 |
| Total fiduciary and related assets | $735,515,000 | 217 |
| Managed Assets ($) | $0 | 1,209 |
| Non-managed Assets ($) | $735,515,000 | 101 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,892,000 | 150 |
| 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 | $955,000 | 219 |
| Number of Managed Accounts | $0 | 401 |
| Number of Non-Managed Accounts | $955,000 | 64 |
| Total fiduciary and related assets | $686,296,000 | 223 |
| Managed Assets ($) | $0 | 401 |
| Non-managed Assets ($) | $686,296,000 | 103 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,884,000 | 150 |
| 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 | $933,000 | 225 |
| Number of Managed Accounts | $0 | 405 |
| Number of Non-Managed Accounts | $933,000 | 64 |
| Total fiduciary and related assets | $692,325,000 | 231 |
| Managed Assets ($) | $0 | 405 |
| Non-managed Assets ($) | $692,325,000 | 106 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,842,000 | 155 |
| 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 | $925,000 | 222 |
| Number of Managed Accounts | $0 | 403 |
| Number of Non-Managed Accounts | $925,000 | 65 |
| Total fiduciary and related assets | $682,480,000 | 232 |
| Managed Assets ($) | $0 | 403 |
| Non-managed Assets ($) | $682,480,000 | 107 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,920,000 | 153 |
| 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 | $891,000 | 239 |
| Number of Managed Accounts | $0 | 1,260 |
| Number of Non-Managed Accounts | $891,000 | 72 |
| Total fiduciary and related assets | $756,362,000 | 214 |
| Managed Assets ($) | $0 | 1,260 |
| Non-managed Assets ($) | $756,362,000 | 103 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,145,000 | 141 |
| 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 | $869,000 | 235 |
| Number of Managed Accounts | $0 | 403 |
| Number of Non-Managed Accounts | $869,000 | 68 |
| Total fiduciary and related assets | $746,820,000 | 212 |
| Managed Assets ($) | $0 | 402 |
| Non-managed Assets ($) | $746,820,000 | 100 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,117,000 | 138 |
| 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 | $860,000 | 235 |
| Number of Managed Accounts | $0 | 403 |
| Number of Non-Managed Accounts | $860,000 | 70 |
| Total fiduciary and related assets | $741,667,000 | 214 |
| Managed Assets ($) | $0 | 404 |
| Non-managed Assets ($) | $741,667,000 | 98 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,111,000 | 137 |
| 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 | $841,000 | 241 |
| Number of Managed Accounts | $2,000 | 406 |
| Number of Non-Managed Accounts | $839,000 | 74 |
| Total fiduciary and related assets | $732,824,000 | 209 |
| Managed Assets ($) | $15,249,000 | 400 |
| Non-managed Assets ($) | $717,575,000 | 99 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,018,000 | 138 |
| 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 | $831,000 | 251 |
| Number of Managed Accounts | $2,000 | 1,198 |
| Number of Non-Managed Accounts | $829,000 | 81 |
| Total fiduciary and related assets | $714,792,000 | 210 |
| Managed Assets ($) | $15,264,000 | 855 |
| Non-managed Assets ($) | $699,528,000 | 99 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,439,000 | 141 |
| 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 | $799,000 | 245 |
| Number of Managed Accounts | $7,000 | 383 |
| Number of Non-Managed Accounts | $792,000 | 77 |
| Total fiduciary and related assets | $683,638,000 | 211 |
| Managed Assets ($) | $17,485,000 | 376 |
| Non-managed Assets ($) | $666,153,000 | 99 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,591,000 | 140 |
| 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 | $809,000 | 237 |
| Number of Managed Accounts | $10,000 | 384 |
| Number of Non-Managed Accounts | $799,000 | 76 |
| Total fiduciary and related assets | $693,192,000 | 202 |
| Managed Assets ($) | $19,381,000 | 377 |
| Non-managed Assets ($) | $673,811,000 | 97 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,646,000 | 141 |
| 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 | $789,000 | 244 |
| Number of Managed Accounts | $7,000 | 388 |
| Number of Non-Managed Accounts | $782,000 | 81 |
| Total fiduciary and related assets | $629,688,000 | 223 |
| Managed Assets ($) | $19,514,000 | 380 |
| Non-managed Assets ($) | $610,174,000 | 101 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,765,000 | 142 |
| 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 | $774,000 | 268 |
| Number of Managed Accounts | $8,000 | 1,094 |
| Number of Non-Managed Accounts | $766,000 | 87 |
| Total fiduciary and related assets | $605,260,000 | 226 |
| Managed Assets ($) | $20,899,000 | 803 |
| Non-managed Assets ($) | $584,361,000 | 102 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,448,000 | 149 |
| 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 | $761,000 | 249 |
| Number of Managed Accounts | $8,000 | 367 |
| Number of Non-Managed Accounts | $753,000 | 78 |
| Total fiduciary and related assets | $566,618,000 | 237 |
| Managed Assets ($) | $18,786,000 | 360 |
| Non-managed Assets ($) | $547,832,000 | 103 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,742,000 | 149 |
| 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 | $759,000 | 243 |
| Number of Managed Accounts | $9,000 | 367 |
| Number of Non-Managed Accounts | $750,000 | 78 |
| Total fiduciary and related assets | $533,891,000 | 235 |
| Managed Assets ($) | $3,156,000 | 368 |
| Non-managed Assets ($) | $530,735,000 | 106 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,093,000 | 154 |
| 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 | $749,000 | 244 |
| Number of Managed Accounts | $9,000 | 367 |
| Number of Non-Managed Accounts | $740,000 | 76 |
| Total fiduciary and related assets | $484,083,000 | 251 |
| Managed Assets ($) | $3,156,000 | 369 |
| Non-managed Assets ($) | $480,927,000 | 109 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,489,000 | 155 |
| 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 | $694,000 | 285 |
| Number of Managed Accounts | $9,000 | 1,115 |
| Number of Non-Managed Accounts | $685,000 | 90 |
| Total fiduciary and related assets | $421,347,000 | 265 |
| Managed Assets ($) | $3,618,000 | 1,074 |
| Non-managed Assets ($) | $417,729,000 | 113 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $673,000 | 260 |
| Number of Managed Accounts | $5,000 | 385 |
| Number of Non-Managed Accounts | $668,000 | 80 |
| Total fiduciary and related assets | $370,920,000 | 274 |
| Managed Assets ($) | $2,573,000 | 383 |
| Non-managed Assets ($) | $368,347,000 | 117 |
| 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 | $661,000 | 266 |
| Number of Managed Accounts | $5,000 | 391 |
| Number of Non-Managed Accounts | $656,000 | 84 |
| Total fiduciary and related assets | $399,569,000 | 272 |
| Managed Assets ($) | $2,688,000 | 389 |
| Non-managed Assets ($) | $396,881,000 | 118 |
| 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 | $633,000 | 274 |
| Number of Managed Accounts | $5,000 | 396 |
| Number of Non-Managed Accounts | $628,000 | 86 |
| Total fiduciary and related assets | $377,909,000 | 281 |
| Managed Assets ($) | $2,746,000 | 395 |
| Non-managed Assets ($) | $375,163,000 | 122 |
| 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 | $602,000 | 324 |
| Number of Managed Accounts | $5,000 | 1,233 |
| Number of Non-Managed Accounts | $597,000 | 103 |
| Total fiduciary and related assets | $337,155,000 | 294 |
| Managed Assets ($) | $2,009,000 | 1,184 |
| Non-managed Assets ($) | $335,146,000 | 129 |
| 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 | $592,000 | 278 |
| Number of Managed Accounts | $2,000 | 389 |
| Number of Non-Managed Accounts | $590,000 | 90 |
| Total fiduciary and related assets | $302,892,000 | 302 |
| Managed Assets ($) | $419,000 | 388 |
| Non-managed Assets ($) | $302,473,000 | 134 |
| 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 | $573,000 | 281 |
| Number of Managed Accounts | $2,000 | 389 |
| Number of Non-Managed Accounts | $571,000 | 92 |
| Total fiduciary and related assets | $286,377,000 | 304 |
| Managed Assets ($) | $427,000 | 388 |
| Non-managed Assets ($) | $285,950,000 | 131 |
| 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 | $567,000 | 283 |
| Number of Managed Accounts | $0 | 397 |
| Number of Non-Managed Accounts | $567,000 | 97 |
| Total fiduciary and related assets | $278,200,000 | 328 |
| Managed Assets ($) | $0 | 397 |
| Non-managed Assets ($) | $278,200,000 | 142 |
| 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 | $551,000 | 353 |
| Number of Managed Accounts | $0 | 1,485 |
| Number of Non-Managed Accounts | $551,000 | 119 |
| Total fiduciary and related assets | $263,370,000 | 334 |
| Managed Assets ($) | $0 | 1,484 |
| Non-managed Assets ($) | $263,370,000 | 142 |
| 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 | $516,000 | 298 |
| Number of Managed Accounts | $0 | 386 |
| Number of Non-Managed Accounts | $516,000 | 101 |
| Total fiduciary and related assets | $252,211,000 | 322 |
| Managed Assets ($) | $0 | 386 |
| Non-managed Assets ($) | $252,211,000 | 140 |
| 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 | $516,000 | 301 |
| Number of Managed Accounts | $0 | 392 |
| Number of Non-Managed Accounts | $516,000 | 100 |
| Total fiduciary and related assets | $223,875,000 | 332 |
| Managed Assets ($) | $0 | 392 |
| Non-managed Assets ($) | $223,875,000 | 146 |
| 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 | $534,000 | 295 |
| Number of Managed Accounts | $0 | 395 |
| Number of Non-Managed Accounts | $534,000 | 97 |
| Total fiduciary and related assets | $199,668,000 | 340 |
| Managed Assets ($) | $0 | 395 |
| Non-managed Assets ($) | $199,668,000 | 150 |
| 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 | $487,000 | 388 |
| Number of Managed Accounts | $0 | 1,520 |
| Number of Non-Managed Accounts | $487,000 | 137 |
| Total fiduciary and related assets | $197,459,000 | 388 |
| Managed Assets ($) | $0 | 1,519 |
| Non-managed Assets ($) | $197,459,000 | 160 |
| 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 | $487,000 | 318 |
| Number of Managed Accounts | $0 | 419 |
| Number of Non-Managed Accounts | $487,000 | 115 |
| Total fiduciary and related assets | $216,270,000 | 361 |
| Managed Assets ($) | $0 | 419 |
| Non-managed Assets ($) | $216,270,000 | 160 |
| 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 | $494,000 | 319 |
| Number of Managed Accounts | $0 | 425 |
| Number of Non-Managed Accounts | $494,000 | 113 |
| Total fiduciary and related assets | $230,258,000 | 366 |
| Managed Assets ($) | $0 | 425 |
| Non-managed Assets ($) | $230,258,000 | 159 |
| 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 | $497,000 | 322 |
| Number of Managed Accounts | $0 | 434 |
| Number of Non-Managed Accounts | $497,000 | 111 |
| Total fiduciary and related assets | $232,779,000 | 380 |
| Managed Assets ($) | $0 | 434 |
| Non-managed Assets ($) | $232,779,000 | 166 |
| 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 | $500,000 | 384 |
| Number of Managed Accounts | $0 | 1,582 |
| Number of Non-Managed Accounts | $500,000 | 131 |
| Total fiduciary and related assets | $238,783,000 | 389 |
| Managed Assets ($) | $0 | 1,581 |
| Non-managed Assets ($) | $238,783,000 | 167 |
| 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 | $489,000 | 308 |
| Number of Managed Accounts | $0 | 421 |
| Number of Non-Managed Accounts | $489,000 | 110 |
| Total fiduciary and related assets | $235,038,000 | 360 |
| Managed Assets ($) | $0 | 421 |
| Non-managed Assets ($) | $235,038,000 | 165 |
| 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 | $477,000 | 313 |
| Number of Managed Accounts | $0 | 427 |
| Number of Non-Managed Accounts | $477,000 | 113 |
| Total fiduciary and related assets | $227,546,000 | 372 |
| Managed Assets ($) | $0 | 427 |
| Non-managed Assets ($) | $227,546,000 | 171 |
| 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 | $457,000 | 320 |
| Number of Managed Accounts | $0 | 427 |
| Number of Non-Managed Accounts | $457,000 | 115 |
| Total fiduciary and related assets | $214,103,000 | 376 |
| Managed Assets ($) | $0 | 427 |
| Non-managed Assets ($) | $214,103,000 | 175 |
| 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 | $397,000 | 432 |
| Number of Managed Accounts | $0 | 1,625 |
| Number of Non-Managed Accounts | $397,000 | 154 |
| Total fiduciary and related assets | $205,464,000 | 417 |
| Managed Assets ($) | $0 | 1,624 |
| Non-managed Assets ($) | $205,464,000 | 181 |
| 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 | $370,000 | 338 |
| Number of Managed Accounts | $0 | 409 |
| Number of Non-Managed Accounts | $370,000 | 129 |
| Total fiduciary and related assets | $200,602,000 | 366 |
| Managed Assets ($) | $0 | 409 |
| Non-managed Assets ($) | $200,602,000 | 185 |
| 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 | $344,000 | 350 |
| Number of Managed Accounts | $0 | 413 |
| Number of Non-Managed Accounts | $344,000 | 138 |
| Total fiduciary and related assets | $184,189,000 | 373 |
| Managed Assets ($) | $0 | 413 |
| Non-managed Assets ($) | $184,189,000 | 197 |
| 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 | $342,000 | 355 |
| Number of Managed Accounts | $0 | 437 |
| Number of Non-Managed Accounts | $342,000 | 140 |
| Total fiduciary and related assets | $182,840,000 | 379 |
| Managed Assets ($) | $0 | 437 |
| Non-managed Assets ($) | $182,840,000 | 199 |
| 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 | $302,000 | 524 |
| Number of Managed Accounts | $0 | 1,678 |
| Number of Non-Managed Accounts | $302,000 | 185 |
| Total fiduciary and related assets | $170,378,000 | 453 |
| Managed Assets ($) | $0 | 1,677 |
| Non-managed Assets ($) | $170,378,000 | 212 |
| 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 | $255,000 | 364 |
| Number of Managed Accounts | $0 | 422 |
| Number of Non-Managed Accounts | $255,000 | 162 |
| Total fiduciary and related assets | $157,068,000 | 373 |
| Managed Assets ($) | $0 | 423 |
| Non-managed Assets ($) | $157,068,000 | 207 |
| 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 | $227,000 | 385 |
| Number of Managed Accounts | $0 | 435 |
| Number of Non-Managed Accounts | $227,000 | 170 |
| Total fiduciary and related assets | $146,123,000 | 390 |
| Managed Assets ($) | $0 | 435 |
| Non-managed Assets ($) | $146,123,000 | 213 |
| 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 | $213,000 | 389 |
| Number of Managed Accounts | $0 | 438 |
| Number of Non-Managed Accounts | $213,000 | 179 |
| Total fiduciary and related assets | $144,732,000 | 391 |
| Managed Assets ($) | $0 | 438 |
| Non-managed Assets ($) | $144,732,000 | 215 |
| 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 | $195,000 | 696 |
| Number of Managed Accounts | $0 | 1,698 |
| Number of Non-Managed Accounts | $195,000 | 264 |
| Total fiduciary and related assets | $125,101,000 | 518 |
| Managed Assets ($) | $0 | 1,698 |
| Non-managed Assets ($) | $125,101,000 | 237 |
| 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 | $160,000 | 390 |
| Number of Managed Accounts | $0 | 424 |
| Number of Non-Managed Accounts | $160,000 | 216 |
| Total fiduciary and related assets | $100,369,000 | 394 |
| Managed Assets ($) | $0 | 424 |
| Non-managed Assets ($) | $100,369,000 | 239 |
| 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 | $123,000 | 410 |
| Number of Managed Accounts | $0 | 429 |
| Number of Non-Managed Accounts | $123,000 | 244 |
| Total fiduciary and related assets | $88,007,000 | 401 |
| Managed Assets ($) | $0 | 429 |
| Non-managed Assets ($) | $88,007,000 | 248 |
| 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 | $107,000 | 420 |
| Number of Managed Accounts | $0 | 438 |
| Number of Non-Managed Accounts | $107,000 | 255 |
| Total fiduciary and related assets | $81,261,000 | 412 |
| Managed Assets ($) | $0 | 438 |
| Non-managed Assets ($) | $81,261,000 | 258 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $99,000 | 953 |
| Number of Managed Accounts | $0 | 1,742 |
| Number of Non-Managed Accounts | $99,000 | 433 |
| Total fiduciary and related assets | $72,190,000 | 672 |
| Managed Assets ($) | $0 | 1,742 |
| Non-managed Assets ($) | $72,190,000 | 300 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $89,000 | 428 |
| Number of Managed Accounts | $0 | 442 |
| Number of Non-Managed Accounts | $89,000 | 285 |
| Total fiduciary and related assets | $64,567,000 | 419 |
| Managed Assets ($) | $0 | 442 |
| Non-managed Assets ($) | $64,567,000 | 278 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $78,000 | 434 |
| Number of Managed Accounts | $0 | 446 |
| Number of Non-Managed Accounts | $78,000 | 298 |
| Total fiduciary and related assets | $53,956,000 | 422 |
| Managed Assets ($) | $0 | 446 |
| Non-managed Assets ($) | $53,956,000 | 295 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $60,000 | 455 |
| Number of Managed Accounts | $0 | 461 |
| Number of Non-Managed Accounts | $60,000 | 323 |
| Total fiduciary and related assets | $26,769,000 | 453 |
| Managed Assets ($) | $0 | 461 |
| Non-managed Assets ($) | $26,769,000 | 341 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $50,000 | 1,202 |
| Number of Managed Accounts | $0 | 1,796 |
| Number of Non-Managed Accounts | $50,000 | 627 |
| Total fiduciary and related assets | $25,009,000 | 964 |
| Managed Assets ($) | $0 | 1,796 |
| Non-managed Assets ($) | $25,009,000 | 467 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2001-12-31 | 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 | 1,869 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1,865 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |