Home > Sunflower Bank > Fiduciary and Related Services
Sunflower Bank, Fiduciary and Related Services
| 2023-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 4 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $631,000 | 320 |
| Number of Managed Accounts | $627,000 | 276 |
| Number of Non-Managed Accounts | $4,000 | 691 |
| Total fiduciary and related assets | $842,949,000 | 271 |
| Managed Assets ($) | $736,733,000 | 250 |
| Non-managed Assets ($) | $106,216,000 | 280 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,618,000 | 248 |
| 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 | $637,000 | 275 |
| Number of Managed Accounts | $634,000 | 246 |
| Number of Non-Managed Accounts | $3,000 | 352 |
| Total fiduciary and related assets | $802,041,000 | 263 |
| Managed Assets ($) | $700,908,000 | 241 |
| Non-managed Assets ($) | $101,133,000 | 239 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,279,000 | 245 |
| 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 | $668,000 | 298 |
| Number of Managed Accounts | $665,000 | 261 |
| Number of Non-Managed Accounts | $3,000 | 415 |
| Total fiduciary and related assets | $823,987,000 | 263 |
| Managed Assets ($) | $723,053,000 | 244 |
| Non-managed Assets ($) | $100,934,000 | 268 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,900,000 | 240 |
| 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 | $704,000 | 275 |
| Number of Managed Accounts | $701,000 | 244 |
| Number of Non-Managed Accounts | $3,000 | 358 |
| Total fiduciary and related assets | $935,710,000 | 251 |
| Managed Assets ($) | $835,959,000 | 234 |
| Non-managed Assets ($) | $99,751,000 | 245 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,444,000 | 247 |
| 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 | $736,000 | 299 |
| Number of Managed Accounts | $732,000 | 257 |
| Number of Non-Managed Accounts | $4,000 | 731 |
| Total fiduciary and related assets | $951,696,000 | 252 |
| Managed Assets ($) | $852,641,000 | 227 |
| Non-managed Assets ($) | $99,055,000 | 281 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,760,000 | 237 |
| 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 | $764,000 | 267 |
| Number of Managed Accounts | $760,000 | 238 |
| Number of Non-Managed Accounts | $4,000 | 364 |
| Total fiduciary and related assets | $928,696,000 | 244 |
| Managed Assets ($) | $828,991,000 | 219 |
| Non-managed Assets ($) | $99,705,000 | 247 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,373,000 | 226 |
| 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 | $862,000 | 236 |
| Number of Managed Accounts | $856,000 | 208 |
| Number of Non-Managed Accounts | $6,000 | 381 |
| Total fiduciary and related assets | $1,064,686,000 | 197 |
| Managed Assets ($) | $959,677,000 | 174 |
| Non-managed Assets ($) | $105,009,000 | 233 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,833,000 | 186 |
| 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 | $925,000 | 218 |
| Number of Managed Accounts | $917,000 | 192 |
| Number of Non-Managed Accounts | $8,000 | 314 |
| Total fiduciary and related assets | $1,382,293,000 | 184 |
| Managed Assets ($) | $1,273,321,000 | 162 |
| Non-managed Assets ($) | $108,972,000 | 215 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,934,000 | 193 |
| 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 | $927,000 | 236 |
| Number of Managed Accounts | $919,000 | 201 |
| Number of Non-Managed Accounts | $8,000 | 648 |
| Total fiduciary and related assets | $1,405,162,000 | 194 |
| Managed Assets ($) | $1,296,793,000 | 164 |
| Non-managed Assets ($) | $108,369,000 | 251 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,585,000 | 189 |
| 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 | $936,000 | 223 |
| Number of Managed Accounts | $928,000 | 192 |
| Number of Non-Managed Accounts | $8,000 | 307 |
| Total fiduciary and related assets | $1,366,917,000 | 194 |
| Managed Assets ($) | $1,263,210,000 | 166 |
| Non-managed Assets ($) | $103,707,000 | 221 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,702,000 | 189 |
| 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 | $971,000 | 228 |
| Number of Managed Accounts | $959,000 | 195 |
| Number of Non-Managed Accounts | $12,000 | 347 |
| Total fiduciary and related assets | $1,335,103,000 | 196 |
| Managed Assets ($) | $1,234,178,000 | 165 |
| Non-managed Assets ($) | $100,925,000 | 251 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,779,000 | 187 |
| 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 | $998,000 | 217 |
| Number of Managed Accounts | $971,000 | 188 |
| Number of Non-Managed Accounts | $27,000 | 273 |
| Total fiduciary and related assets | $1,280,110,000 | 194 |
| Managed Assets ($) | $1,176,268,000 | 166 |
| Non-managed Assets ($) | $103,842,000 | 219 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,848,000 | 189 |
| 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 | $1,009,000 | 227 |
| Number of Managed Accounts | $982,000 | 191 |
| Number of Non-Managed Accounts | $27,000 | 501 |
| Total fiduciary and related assets | $1,261,271,000 | 196 |
| Managed Assets ($) | $1,169,114,000 | 167 |
| Non-managed Assets ($) | $92,157,000 | 262 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,130,000 | 220 |
| 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 | $1,039,000 | 211 |
| Number of Managed Accounts | $1,024,000 | 181 |
| Number of Non-Managed Accounts | $15,000 | 299 |
| Total fiduciary and related assets | $1,273,955,000 | 184 |
| Managed Assets ($) | $1,192,570,000 | 156 |
| Non-managed Assets ($) | $81,385,000 | 225 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,217,000 | 232 |
| 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 | $659,000 | 272 |
| Number of Managed Accounts | $648,000 | 247 |
| Number of Non-Managed Accounts | $11,000 | 353 |
| Total fiduciary and related assets | $726,111,000 | 237 |
| Managed Assets ($) | $661,704,000 | 214 |
| Non-managed Assets ($) | $64,407,000 | 266 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,940,000 | 241 |
| 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 | $683,000 | 247 |
| Number of Managed Accounts | $669,000 | 229 |
| Number of Non-Managed Accounts | $14,000 | 299 |
| Total fiduciary and related assets | $628,248,000 | 238 |
| Managed Assets ($) | $577,007,000 | 215 |
| Non-managed Assets ($) | $51,241,000 | 242 |
| Memoranda | ||
| Gross Fiduciary activities income | $973,000 | 248 |
| 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 | $670,000 | 282 |
| Number of Managed Accounts | $656,000 | 248 |
| Number of Non-Managed Accounts | $14,000 | 613 |
| Total fiduciary and related assets | $723,929,000 | 239 |
| Managed Assets ($) | $664,914,000 | 220 |
| Non-managed Assets ($) | $59,015,000 | 305 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,768,000 | 250 |
| 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 | $687,000 | 250 |
| Number of Managed Accounts | $671,000 | 228 |
| Number of Non-Managed Accounts | $16,000 | 298 |
| Total fiduciary and related assets | $686,602,000 | 236 |
| Managed Assets ($) | $628,152,000 | 222 |
| Non-managed Assets ($) | $58,450,000 | 251 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,775,000 | 253 |
| 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 | $706,000 | 256 |
| Number of Managed Accounts | $687,000 | 233 |
| Number of Non-Managed Accounts | $19,000 | 320 |
| Total fiduciary and related assets | $688,178,000 | 236 |
| Managed Assets ($) | $629,257,000 | 220 |
| Non-managed Assets ($) | $58,921,000 | 274 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,820,000 | 255 |
| 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 | $724,000 | 254 |
| Number of Managed Accounts | $704,000 | 228 |
| Number of Non-Managed Accounts | $20,000 | 323 |
| Total fiduciary and related assets | $672,689,000 | 241 |
| Managed Assets ($) | $613,561,000 | 218 |
| Non-managed Assets ($) | $59,128,000 | 275 |
| Memoranda | ||
| Gross Fiduciary activities income | $885,000 | 256 |
| 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 | $709,000 | 272 |
| Number of Managed Accounts | $693,000 | 233 |
| Number of Non-Managed Accounts | $16,000 | 608 |
| Total fiduciary and related assets | $646,979,000 | 239 |
| Managed Assets ($) | $582,633,000 | 214 |
| Non-managed Assets ($) | $64,346,000 | 295 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,882,000 | 245 |
| 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 | $715,000 | 257 |
| Number of Managed Accounts | $695,000 | 228 |
| Number of Non-Managed Accounts | $20,000 | 323 |
| Total fiduciary and related assets | $691,951,000 | 240 |
| Managed Assets ($) | $627,216,000 | 215 |
| Non-managed Assets ($) | $64,735,000 | 274 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,947,000 | 245 |
| 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 | $750,000 | 255 |
| Number of Managed Accounts | $722,000 | 224 |
| Number of Non-Managed Accounts | $28,000 | 311 |
| Total fiduciary and related assets | $671,369,000 | 244 |
| Managed Assets ($) | $606,626,000 | 215 |
| Non-managed Assets ($) | $64,743,000 | 272 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,986,000 | 245 |
| 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 | $734,000 | 259 |
| Number of Managed Accounts | $705,000 | 229 |
| Number of Non-Managed Accounts | $29,000 | 311 |
| Total fiduciary and related assets | $671,359,000 | 242 |
| Managed Assets ($) | $602,601,000 | 213 |
| Non-managed Assets ($) | $68,758,000 | 265 |
| Memoranda | ||
| Gross Fiduciary activities income | $972,000 | 246 |
| 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 | $735,000 | 279 |
| Number of Managed Accounts | $702,000 | 232 |
| Number of Non-Managed Accounts | $33,000 | 497 |
| Total fiduciary and related assets | $675,082,000 | 238 |
| Managed Assets ($) | $604,291,000 | 215 |
| Non-managed Assets ($) | $70,791,000 | 282 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,228,000 | 266 |
| 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 | $758,000 | 257 |
| Number of Managed Accounts | $723,000 | 224 |
| Number of Non-Managed Accounts | $35,000 | 286 |
| Total fiduciary and related assets | $579,157,000 | 257 |
| Managed Assets ($) | $495,231,000 | 234 |
| Non-managed Assets ($) | $83,926,000 | 243 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,287,000 | 274 |
| 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 | $771,000 | 258 |
| Number of Managed Accounts | $737,000 | 220 |
| Number of Non-Managed Accounts | $34,000 | 290 |
| Total fiduciary and related assets | $556,668,000 | 260 |
| Managed Assets ($) | $484,866,000 | 230 |
| Non-managed Assets ($) | $71,802,000 | 250 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,285,000 | 295 |
| 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 | $579,000 | 287 |
| Number of Managed Accounts | $555,000 | 261 |
| Number of Non-Managed Accounts | $24,000 | 311 |
| Total fiduciary and related assets | $394,912,000 | 316 |
| Managed Assets ($) | $332,867,000 | 292 |
| Non-managed Assets ($) | $62,045,000 | 260 |
| Memoranda | ||
| Gross Fiduciary activities income | $610,000 | 304 |
| 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 | $589,000 | 310 |
| Number of Managed Accounts | $565,000 | 267 |
| Number of Non-Managed Accounts | $24,000 | 580 |
| Total fiduciary and related assets | $380,670,000 | 313 |
| Managed Assets ($) | $321,943,000 | 293 |
| Non-managed Assets ($) | $58,727,000 | 302 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,194,000 | 315 |
| 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 | $580,000 | 288 |
| Number of Managed Accounts | $555,000 | 258 |
| Number of Non-Managed Accounts | $25,000 | 321 |
| Total fiduciary and related assets | $387,635,000 | 310 |
| Managed Assets ($) | $326,729,000 | 286 |
| Non-managed Assets ($) | $60,906,000 | 265 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,609,000 | 321 |
| 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 | $572,000 | 293 |
| Number of Managed Accounts | $546,000 | 259 |
| Number of Non-Managed Accounts | $26,000 | 318 |
| Total fiduciary and related assets | $374,531,000 | 316 |
| Managed Assets ($) | $316,282,000 | 294 |
| Non-managed Assets ($) | $58,249,000 | 271 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,040,000 | 325 |
| 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 | $556,000 | 298 |
| Number of Managed Accounts | $530,000 | 264 |
| Number of Non-Managed Accounts | $26,000 | 317 |
| Total fiduciary and related assets | $341,703,000 | 332 |
| Managed Assets ($) | $287,304,000 | 304 |
| Non-managed Assets ($) | $54,399,000 | 274 |
| Memoranda | ||
| Gross Fiduciary activities income | $507,000 | 326 |
| 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 | $567,000 | 319 |
| Number of Managed Accounts | $509,000 | 276 |
| Number of Non-Managed Accounts | $58,000 | 403 |
| Total fiduciary and related assets | $362,323,000 | 317 |
| Managed Assets ($) | $284,229,000 | 305 |
| Non-managed Assets ($) | $78,094,000 | 257 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,564,000 | 292 |
| 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 | $540,000 | 302 |
| Number of Managed Accounts | $477,000 | 272 |
| Number of Non-Managed Accounts | $63,000 | 244 |
| Total fiduciary and related assets | $354,382,000 | 322 |
| Managed Assets ($) | $271,689,000 | 308 |
| Non-managed Assets ($) | $82,693,000 | 237 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,037,000 | 285 |
| 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 | $551,000 | 299 |
| Number of Managed Accounts | $482,000 | 274 |
| Number of Non-Managed Accounts | $69,000 | 238 |
| Total fiduciary and related assets | $376,484,000 | 323 |
| Managed Assets ($) | $285,398,000 | 307 |
| Non-managed Assets ($) | $91,086,000 | 237 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,407,000 | 283 |
| 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 | $564,000 | 296 |
| Number of Managed Accounts | $488,000 | 272 |
| Number of Non-Managed Accounts | $76,000 | 225 |
| Total fiduciary and related assets | $400,943,000 | 310 |
| Managed Assets ($) | $297,065,000 | 306 |
| Non-managed Assets ($) | $103,878,000 | 226 |
| Memoranda | ||
| Gross Fiduciary activities income | $735,000 | 281 |
| 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 | $585,000 | 315 |
| Number of Managed Accounts | $505,000 | 279 |
| Number of Non-Managed Accounts | $80,000 | 339 |
| Total fiduciary and related assets | $404,858,000 | 307 |
| Managed Assets ($) | $296,226,000 | 304 |
| Non-managed Assets ($) | $108,632,000 | 228 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,480,000 | 246 |
| 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 | $614,000 | 287 |
| Number of Managed Accounts | $531,000 | 262 |
| Number of Non-Managed Accounts | $83,000 | 217 |
| Total fiduciary and related assets | $424,986,000 | 294 |
| Managed Assets ($) | $304,429,000 | 298 |
| Non-managed Assets ($) | $120,557,000 | 205 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,630,000 | 247 |
| 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 | $637,000 | 282 |
| Number of Managed Accounts | $551,000 | 261 |
| Number of Non-Managed Accounts | $86,000 | 215 |
| Total fiduciary and related assets | $428,453,000 | 292 |
| Managed Assets ($) | $300,895,000 | 301 |
| Non-managed Assets ($) | $127,558,000 | 203 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,838,000 | 241 |
| 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 | $676,000 | 277 |
| Number of Managed Accounts | $575,000 | 254 |
| Number of Non-Managed Accounts | $101,000 | 207 |
| Total fiduciary and related assets | $613,895,000 | 241 |
| Managed Assets ($) | $480,830,000 | 230 |
| Non-managed Assets ($) | $133,065,000 | 204 |
| Memoranda | ||
| Gross Fiduciary activities income | $827,000 | 259 |
| 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 | $713,000 | 284 |
| Number of Managed Accounts | $601,000 | 258 |
| Number of Non-Managed Accounts | $112,000 | 288 |
| Total fiduciary and related assets | $616,001,000 | 237 |
| Managed Assets ($) | $489,207,000 | 226 |
| Non-managed Assets ($) | $126,794,000 | 213 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,461,000 | 237 |
| 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 | $785,000 | 247 |
| Number of Managed Accounts | $656,000 | 225 |
| Number of Non-Managed Accounts | $129,000 | 184 |
| Total fiduciary and related assets | $624,798,000 | 231 |
| Managed Assets ($) | $498,844,000 | 211 |
| Non-managed Assets ($) | $125,954,000 | 202 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,571,000 | 237 |
| 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 | $833,000 | 232 |
| Number of Managed Accounts | $701,000 | 205 |
| Number of Non-Managed Accounts | $132,000 | 184 |
| Total fiduciary and related assets | $608,334,000 | 230 |
| Managed Assets ($) | $491,202,000 | 205 |
| Non-managed Assets ($) | $117,132,000 | 207 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,725,000 | 235 |
| 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 | $863,000 | 230 |
| Number of Managed Accounts | $729,000 | 200 |
| Number of Non-Managed Accounts | $134,000 | 185 |
| Total fiduciary and related assets | $612,151,000 | 229 |
| Managed Assets ($) | $486,705,000 | 210 |
| Non-managed Assets ($) | $125,446,000 | 205 |
| Memoranda | ||
| Gross Fiduciary activities income | $901,000 | 228 |
| 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 | $867,000 | 242 |
| Number of Managed Accounts | $730,000 | 205 |
| Number of Non-Managed Accounts | $137,000 | 258 |
| Total fiduciary and related assets | $589,146,000 | 233 |
| Managed Assets ($) | $470,042,000 | 208 |
| Non-managed Assets ($) | $119,104,000 | 221 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,941,000 | 243 |
| 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 | $874,000 | 226 |
| Number of Managed Accounts | $739,000 | 199 |
| Number of Non-Managed Accounts | $135,000 | 177 |
| Total fiduciary and related assets | $597,954,000 | 227 |
| Managed Assets ($) | $490,169,000 | 197 |
| Non-managed Assets ($) | $107,785,000 | 209 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,151,000 | 244 |
| 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 | $885,000 | 220 |
| Number of Managed Accounts | $776,000 | 186 |
| Number of Non-Managed Accounts | $109,000 | 196 |
| Total fiduciary and related assets | $577,218,000 | 226 |
| Managed Assets ($) | $488,861,000 | 189 |
| Non-managed Assets ($) | $88,357,000 | 226 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,441,000 | 247 |
| 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 | $895,000 | 219 |
| Number of Managed Accounts | $785,000 | 186 |
| Number of Non-Managed Accounts | $110,000 | 193 |
| Total fiduciary and related assets | $588,308,000 | 219 |
| Managed Assets ($) | $498,409,000 | 190 |
| Non-managed Assets ($) | $89,899,000 | 215 |
| Memoranda | ||
| Gross Fiduciary activities income | $705,000 | 250 |
| 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 | $925,000 | 224 |
| Number of Managed Accounts | $795,000 | 183 |
| Number of Non-Managed Accounts | $130,000 | 271 |
| Total fiduciary and related assets | $528,428,000 | 233 |
| Managed Assets ($) | $467,520,000 | 195 |
| Non-managed Assets ($) | $60,908,000 | 288 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,819,000 | 209 |
| 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 | $932,000 | 211 |
| Number of Managed Accounts | $798,000 | 178 |
| Number of Non-Managed Accounts | $134,000 | 182 |
| Total fiduciary and related assets | $512,342,000 | 230 |
| Managed Assets ($) | $451,702,000 | 185 |
| Non-managed Assets ($) | $60,640,000 | 244 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,170,000 | 205 |
| 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 | $943,000 | 209 |
| Number of Managed Accounts | $806,000 | 175 |
| Number of Non-Managed Accounts | $137,000 | 182 |
| Total fiduciary and related assets | $531,158,000 | 228 |
| Managed Assets ($) | $464,095,000 | 191 |
| Non-managed Assets ($) | $67,063,000 | 241 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,414,000 | 213 |
| 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 | $945,000 | 210 |
| Number of Managed Accounts | $803,000 | 178 |
| Number of Non-Managed Accounts | $142,000 | 184 |
| Total fiduciary and related assets | $529,837,000 | 229 |
| Managed Assets ($) | $457,864,000 | 192 |
| Non-managed Assets ($) | $71,973,000 | 233 |
| Memoranda | ||
| Gross Fiduciary activities income | $691,000 | 219 |
| 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 | $932,000 | 232 |
| Number of Managed Accounts | $789,000 | 189 |
| Number of Non-Managed Accounts | $143,000 | 274 |
| Total fiduciary and related assets | $505,859,000 | 238 |
| Managed Assets ($) | $438,873,000 | 194 |
| Non-managed Assets ($) | $66,986,000 | 275 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,561,000 | 222 |
| 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 | $947,000 | 209 |
| Number of Managed Accounts | $801,000 | 174 |
| Number of Non-Managed Accounts | $146,000 | 185 |
| Total fiduciary and related assets | $491,412,000 | 237 |
| Managed Assets ($) | $427,333,000 | 194 |
| Non-managed Assets ($) | $64,079,000 | 240 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,926,000 | 216 |
| 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 | $953,000 | 210 |
| Number of Managed Accounts | $804,000 | 176 |
| Number of Non-Managed Accounts | $149,000 | 181 |
| Total fiduciary and related assets | $454,391,000 | 240 |
| Managed Assets ($) | $394,006,000 | 204 |
| Non-managed Assets ($) | $60,385,000 | 247 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,254,000 | 218 |
| 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 | $1,209,000 | 167 |
| Number of Managed Accounts | $1,008,000 | 145 |
| Number of Non-Managed Accounts | $201,000 | 159 |
| Total fiduciary and related assets | $468,270,000 | 245 |
| Managed Assets ($) | $403,119,000 | 207 |
| Non-managed Assets ($) | $65,151,000 | 250 |
| Memoranda | ||
| Gross Fiduciary activities income | $613,000 | 227 |
| 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 | $953,000 | 227 |
| Number of Managed Accounts | $789,000 | 191 |
| Number of Non-Managed Accounts | $164,000 | 250 |
| Total fiduciary and related assets | $454,028,000 | 247 |
| Managed Assets ($) | $390,397,000 | 215 |
| Non-managed Assets ($) | $63,631,000 | 287 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,275,000 | 228 |
| 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 | $961,000 | 213 |
| Number of Managed Accounts | $788,000 | 183 |
| Number of Non-Managed Accounts | $173,000 | 166 |
| Total fiduciary and related assets | $442,209,000 | 251 |
| Managed Assets ($) | $379,781,000 | 219 |
| Non-managed Assets ($) | $62,428,000 | 239 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,680,000 | 227 |
| 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 | $967,000 | 214 |
| Number of Managed Accounts | $789,000 | 187 |
| Number of Non-Managed Accounts | $178,000 | 167 |
| Total fiduciary and related assets | $416,792,000 | 253 |
| Managed Assets ($) | $354,274,000 | 223 |
| Non-managed Assets ($) | $62,518,000 | 229 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,095,000 | 233 |
| 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 | $985,000 | 213 |
| Number of Managed Accounts | $802,000 | 185 |
| Number of Non-Managed Accounts | $183,000 | 168 |
| Total fiduciary and related assets | $386,157,000 | 259 |
| Managed Assets ($) | $327,308,000 | 226 |
| Non-managed Assets ($) | $58,849,000 | 226 |
| Memoranda | ||
| Gross Fiduciary activities income | $534,000 | 241 |
| 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 | $991,000 | 232 |
| Number of Managed Accounts | $805,000 | 194 |
| Number of Non-Managed Accounts | $186,000 | 241 |
| Total fiduciary and related assets | $394,885,000 | 263 |
| Managed Assets ($) | $334,992,000 | 227 |
| Non-managed Assets ($) | $59,893,000 | 280 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,534,000 | 229 |
| 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 | $975,000 | 216 |
| Number of Managed Accounts | $798,000 | 184 |
| Number of Non-Managed Accounts | $177,000 | 172 |
| Total fiduciary and related assets | $428,565,000 | 264 |
| Managed Assets ($) | $362,890,000 | 226 |
| Non-managed Assets ($) | $65,675,000 | 246 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,926,000 | 232 |
| 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 | $946,000 | 226 |
| Number of Managed Accounts | $780,000 | 193 |
| Number of Non-Managed Accounts | $166,000 | 185 |
| Total fiduciary and related assets | $455,817,000 | 267 |
| Managed Assets ($) | $386,133,000 | 228 |
| Non-managed Assets ($) | $69,684,000 | 247 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,284,000 | 237 |
| 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 | $927,000 | 232 |
| Number of Managed Accounts | $761,000 | 198 |
| Number of Non-Managed Accounts | $166,000 | 183 |
| Total fiduciary and related assets | $446,725,000 | 276 |
| Managed Assets ($) | $376,605,000 | 236 |
| Non-managed Assets ($) | $70,120,000 | 252 |
| Memoranda | ||
| Gross Fiduciary activities income | $642,000 | 239 |
| 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 | $882,000 | 258 |
| Number of Managed Accounts | $713,000 | 216 |
| Number of Non-Managed Accounts | $169,000 | 259 |
| Total fiduciary and related assets | $459,488,000 | 281 |
| Managed Assets ($) | $387,901,000 | 232 |
| Non-managed Assets ($) | $71,587,000 | 293 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,344,000 | 253 |
| 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 | $860,000 | 237 |
| Number of Managed Accounts | $768,000 | 191 |
| Number of Non-Managed Accounts | $92,000 | 223 |
| Total fiduciary and related assets | $454,954,000 | 281 |
| Managed Assets ($) | $411,323,000 | 225 |
| Non-managed Assets ($) | $43,631,000 | 280 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,688,000 | 256 |
| 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 | $836,000 | 246 |
| Number of Managed Accounts | $743,000 | 200 |
| Number of Non-Managed Accounts | $93,000 | 232 |
| Total fiduciary and related assets | $433,716,000 | 295 |
| Managed Assets ($) | $391,038,000 | 236 |
| Non-managed Assets ($) | $42,678,000 | 291 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,125,000 | 263 |
| 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 | $808,000 | 247 |
| Number of Managed Accounts | $716,000 | 207 |
| Number of Non-Managed Accounts | $92,000 | 236 |
| Total fiduciary and related assets | $411,890,000 | 294 |
| Managed Assets ($) | $371,145,000 | 236 |
| Non-managed Assets ($) | $40,745,000 | 295 |
| Memoranda | ||
| Gross Fiduciary activities income | $563,000 | 264 |
| 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 | $785,000 | 274 |
| Number of Managed Accounts | $718,000 | 215 |
| Number of Non-Managed Accounts | $67,000 | 480 |
| Total fiduciary and related assets | $391,537,000 | 297 |
| Managed Assets ($) | $361,068,000 | 238 |
| Non-managed Assets ($) | $30,469,000 | 439 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,090,000 | 267 |
| 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 | $774,000 | 253 |
| Number of Managed Accounts | $706,000 | 211 |
| Number of Non-Managed Accounts | $68,000 | 263 |
| Total fiduciary and related assets | $375,901,000 | 303 |
| Managed Assets ($) | $346,868,000 | 250 |
| Non-managed Assets ($) | $29,033,000 | 308 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,357,000 | 290 |
| 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 | $760,000 | 261 |
| Number of Managed Accounts | $690,000 | 219 |
| Number of Non-Managed Accounts | $70,000 | 268 |
| Total fiduciary and related assets | $370,757,000 | 305 |
| Managed Assets ($) | $342,332,000 | 252 |
| Non-managed Assets ($) | $28,425,000 | 318 |
| Memoranda | ||
| Gross Fiduciary activities income | $905,000 | 294 |
| 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 | $728,000 | 271 |
| Number of Managed Accounts | $650,000 | 222 |
| Number of Non-Managed Accounts | $78,000 | 268 |
| Total fiduciary and related assets | $359,088,000 | 307 |
| Managed Assets ($) | $329,203,000 | 251 |
| Non-managed Assets ($) | $29,885,000 | 317 |
| Memoranda | ||
| Gross Fiduciary activities income | $452,000 | 295 |
| 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 | $717,000 | 296 |
| Number of Managed Accounts | $640,000 | 236 |
| Number of Non-Managed Accounts | $77,000 | 460 |
| Total fiduciary and related assets | $341,209,000 | 315 |
| Managed Assets ($) | $312,247,000 | 259 |
| Non-managed Assets ($) | $28,962,000 | 439 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,942,000 | 277 |
| 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 | $706,000 | 262 |
| Number of Managed Accounts | $624,000 | 223 |
| Number of Non-Managed Accounts | $82,000 | 258 |
| Total fiduciary and related assets | $332,309,000 | 312 |
| Managed Assets ($) | $304,214,000 | 258 |
| Non-managed Assets ($) | $28,095,000 | 312 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,357,000 | 285 |
| 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 | $680,000 | 272 |
| Number of Managed Accounts | $598,000 | 230 |
| Number of Non-Managed Accounts | $82,000 | 261 |
| Total fiduciary and related assets | $320,838,000 | 314 |
| Managed Assets ($) | $292,813,000 | 261 |
| Non-managed Assets ($) | $28,025,000 | 320 |
| Memoranda | ||
| Gross Fiduciary activities income | $905,000 | 281 |
| 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 | $671,000 | 273 |
| Number of Managed Accounts | $590,000 | 235 |
| Number of Non-Managed Accounts | $81,000 | 263 |
| Total fiduciary and related assets | $320,274,000 | 312 |
| Managed Assets ($) | $292,596,000 | 262 |
| Non-managed Assets ($) | $27,678,000 | 321 |
| Memoranda | ||
| Gross Fiduciary activities income | $452,000 | 282 |
| 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 | $677,000 | 302 |
| Number of Managed Accounts | $595,000 | 242 |
| Number of Non-Managed Accounts | $82,000 | 452 |
| Total fiduciary and related assets | $320,742,000 | 316 |
| Managed Assets ($) | $295,300,000 | 260 |
| Non-managed Assets ($) | $25,442,000 | 454 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,697,000 | 284 |
| 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 | $675,000 | 265 |
| Number of Managed Accounts | $591,000 | 230 |
| Number of Non-Managed Accounts | $84,000 | 266 |
| Total fiduciary and related assets | $302,185,000 | 319 |
| Managed Assets ($) | $274,922,000 | 265 |
| Non-managed Assets ($) | $27,263,000 | 318 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,294,000 | 285 |
| 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 | $677,000 | 267 |
| Number of Managed Accounts | $588,000 | 232 |
| Number of Non-Managed Accounts | $89,000 | 268 |
| Total fiduciary and related assets | $294,078,000 | 327 |
| Managed Assets ($) | $266,558,000 | 266 |
| Non-managed Assets ($) | $27,520,000 | 326 |
| Memoranda | ||
| Gross Fiduciary activities income | $863,000 | 288 |
| 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 | $661,000 | 270 |
| Number of Managed Accounts | $567,000 | 239 |
| Number of Non-Managed Accounts | $94,000 | 267 |
| Total fiduciary and related assets | $282,015,000 | 339 |
| Managed Assets ($) | $254,508,000 | 278 |
| Non-managed Assets ($) | $27,507,000 | 322 |
| Memoranda | ||
| Gross Fiduciary activities income | $431,000 | 287 |
| 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 | $668,000 | 319 |
| Number of Managed Accounts | $573,000 | 263 |
| Number of Non-Managed Accounts | $95,000 | 446 |
| Total fiduciary and related assets | $275,297,000 | 353 |
| Managed Assets ($) | $247,508,000 | 287 |
| Non-managed Assets ($) | $27,789,000 | 451 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,632,000 | 298 |
| 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 | $669,000 | 282 |
| Number of Managed Accounts | $573,000 | 252 |
| Number of Non-Managed Accounts | $96,000 | 276 |
| Total fiduciary and related assets | $265,351,000 | 352 |
| Managed Assets ($) | $238,620,000 | 287 |
| Non-managed Assets ($) | $26,731,000 | 336 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,167,000 | 311 |
| 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 | $672,000 | 286 |
| Number of Managed Accounts | $573,000 | 251 |
| Number of Non-Managed Accounts | $99,000 | 280 |
| Total fiduciary and related assets | $262,762,000 | 358 |
| Managed Assets ($) | $236,946,000 | 290 |
| Non-managed Assets ($) | $25,816,000 | 335 |
| Memoranda | ||
| Gross Fiduciary activities income | $778,000 | 317 |
| 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 | $668,000 | 292 |
| Number of Managed Accounts | $569,000 | 257 |
| Number of Non-Managed Accounts | $99,000 | 287 |
| Total fiduciary and related assets | $236,901,000 | 368 |
| Managed Assets ($) | $213,072,000 | 304 |
| Non-managed Assets ($) | $23,829,000 | 344 |
| Memoranda | ||
| Gross Fiduciary activities income | $389,000 | 319 |
| 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 | $661,000 | 333 |
| Number of Managed Accounts | $558,000 | 283 |
| Number of Non-Managed Accounts | $103,000 | 419 |
| Total fiduciary and related assets | $239,696,000 | 377 |
| Managed Assets ($) | $215,755,000 | 306 |
| Non-managed Assets ($) | $23,941,000 | 474 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,530,000 | 324 |
| 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 | $725,000 | 303 |
| Number of Managed Accounts | $558,000 | 266 |
| Number of Non-Managed Accounts | $167,000 | 311 |
| Total fiduciary and related assets | $277,166,000 | 342 |
| Managed Assets ($) | $243,209,000 | 283 |
| Non-managed Assets ($) | $33,957,000 | 404 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,776,000 | 309 |
| 2000-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,904,000 | 293 |
| 1999-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,679,000 | 357 |
| 1998-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,527,000 | 370 |
| 1997-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,397,000 | 392 |
| 1996-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,132,000 | 474 |
| 1995-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,107,000 | 512 |
| 1994-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,192,000 | 481 |
| 1993-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,233,000 | 495 |
| 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 | $1,286,000 | 486 |