Home > The Farmers National Bank of Danville > Fiduciary and Related Services
The Farmers National Bank of Danville, 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 | $1,456,000 | 180 |
| Number of Managed Accounts | $1,296,000 | 159 |
| Number of Non-Managed Accounts | $160,000 | 197 |
| Total fiduciary and related assets | $4,033,712,000 | 123 |
| Managed Assets ($) | $3,927,042,000 | 91 |
| Non-managed Assets ($) | $106,670,000 | 278 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,679,000 | 247 |
| 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 | $1,427,000 | 176 |
| Number of Managed Accounts | $1,266,000 | 159 |
| Number of Non-Managed Accounts | $161,000 | 153 |
| Total fiduciary and related assets | $3,544,833,000 | 130 |
| Managed Assets ($) | $3,439,238,000 | 96 |
| Non-managed Assets ($) | $105,595,000 | 237 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,165,000 | 248 |
| 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 | $1,468,000 | 170 |
| Number of Managed Accounts | $1,237,000 | 159 |
| Number of Non-Managed Accounts | $231,000 | 139 |
| Total fiduciary and related assets | $3,429,628,000 | 130 |
| Managed Assets ($) | $3,328,407,000 | 95 |
| Non-managed Assets ($) | $101,221,000 | 267 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,714,000 | 248 |
| 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 | $1,356,000 | 192 |
| Number of Managed Accounts | $1,221,000 | 165 |
| Number of Non-Managed Accounts | $135,000 | 172 |
| Total fiduciary and related assets | $3,388,112,000 | 137 |
| Managed Assets ($) | $3,288,488,000 | 102 |
| Non-managed Assets ($) | $99,624,000 | 246 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,359,000 | 256 |
| 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 | $1,325,000 | 200 |
| Number of Managed Accounts | $1,194,000 | 172 |
| Number of Non-Managed Accounts | $131,000 | 230 |
| Total fiduciary and related assets | $3,395,263,000 | 139 |
| Managed Assets ($) | $3,284,670,000 | 103 |
| Non-managed Assets ($) | $110,593,000 | 265 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,340,000 | 260 |
| 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 | $1,331,000 | 197 |
| Number of Managed Accounts | $1,194,000 | 171 |
| Number of Non-Managed Accounts | $137,000 | 175 |
| Total fiduciary and related assets | $3,283,425,000 | 138 |
| Managed Assets ($) | $3,194,112,000 | 103 |
| Non-managed Assets ($) | $89,313,000 | 258 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,965,000 | 260 |
| 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 | $1,312,000 | 180 |
| Number of Managed Accounts | $1,171,000 | 160 |
| Number of Non-Managed Accounts | $141,000 | 165 |
| Total fiduciary and related assets | $3,272,921,000 | 116 |
| Managed Assets ($) | $3,172,678,000 | 87 |
| Non-managed Assets ($) | $100,243,000 | 237 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,663,000 | 230 |
| 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 | $1,256,000 | 185 |
| Number of Managed Accounts | $1,115,000 | 169 |
| Number of Non-Managed Accounts | $141,000 | 159 |
| Total fiduciary and related assets | $3,211,270,000 | 119 |
| Managed Assets ($) | $3,099,230,000 | 91 |
| Non-managed Assets ($) | $112,040,000 | 214 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,362,000 | 232 |
| 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 | $1,253,000 | 190 |
| Number of Managed Accounts | $1,110,000 | 172 |
| Number of Non-Managed Accounts | $143,000 | 194 |
| Total fiduciary and related assets | $2,930,105,000 | 128 |
| Managed Assets ($) | $2,815,942,000 | 96 |
| Non-managed Assets ($) | $114,163,000 | 246 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,232,000 | 229 |
| 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 | $1,220,000 | 189 |
| Number of Managed Accounts | $1,080,000 | 175 |
| Number of Non-Managed Accounts | $140,000 | 156 |
| Total fiduciary and related assets | $2,840,273,000 | 127 |
| Managed Assets ($) | $2,728,610,000 | 97 |
| Non-managed Assets ($) | $111,663,000 | 217 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,884,000 | 229 |
| 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 | $1,216,000 | 192 |
| Number of Managed Accounts | $1,073,000 | 177 |
| Number of Non-Managed Accounts | $143,000 | 158 |
| Total fiduciary and related assets | $2,823,786,000 | 127 |
| Managed Assets ($) | $2,712,794,000 | 97 |
| Non-managed Assets ($) | $110,992,000 | 241 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,610,000 | 226 |
| 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 | $1,202,000 | 190 |
| Number of Managed Accounts | $1,062,000 | 174 |
| Number of Non-Managed Accounts | $140,000 | 158 |
| Total fiduciary and related assets | $2,741,695,000 | 128 |
| Managed Assets ($) | $2,631,987,000 | 97 |
| Non-managed Assets ($) | $109,708,000 | 215 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,268,000 | 229 |
| 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 | $1,198,000 | 196 |
| Number of Managed Accounts | $1,063,000 | 177 |
| Number of Non-Managed Accounts | $135,000 | 207 |
| Total fiduciary and related assets | $2,542,725,000 | 130 |
| Managed Assets ($) | $2,438,054,000 | 102 |
| Non-managed Assets ($) | $104,671,000 | 248 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,500,000 | 234 |
| 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 | $1,186,000 | 188 |
| Number of Managed Accounts | $1,051,000 | 173 |
| Number of Non-Managed Accounts | $135,000 | 162 |
| Total fiduciary and related assets | $2,472,003,000 | 127 |
| Managed Assets ($) | $2,377,928,000 | 99 |
| Non-managed Assets ($) | $94,075,000 | 218 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,331,000 | 230 |
| 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 | $1,206,000 | 191 |
| Number of Managed Accounts | $1,053,000 | 179 |
| Number of Non-Managed Accounts | $153,000 | 161 |
| Total fiduciary and related assets | $2,403,401,000 | 128 |
| Managed Assets ($) | $2,307,139,000 | 101 |
| Non-managed Assets ($) | $96,262,000 | 238 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,192,000 | 231 |
| 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 | $1,219,000 | 187 |
| Number of Managed Accounts | $1,035,000 | 177 |
| Number of Non-Managed Accounts | $184,000 | 138 |
| Total fiduciary and related assets | $2,300,079,000 | 123 |
| Managed Assets ($) | $2,203,870,000 | 99 |
| Non-managed Assets ($) | $96,209,000 | 214 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,099,000 | 230 |
| 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 | $1,187,000 | 197 |
| Number of Managed Accounts | $1,004,000 | 187 |
| Number of Non-Managed Accounts | $183,000 | 173 |
| Total fiduciary and related assets | $2,318,503,000 | 129 |
| Managed Assets ($) | $2,228,921,000 | 103 |
| Non-managed Assets ($) | $89,582,000 | 257 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,220,000 | 235 |
| 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 | $1,195,000 | 186 |
| Number of Managed Accounts | $1,006,000 | 182 |
| Number of Non-Managed Accounts | $189,000 | 137 |
| Total fiduciary and related assets | $2,275,518,000 | 129 |
| Managed Assets ($) | $2,187,007,000 | 105 |
| Non-managed Assets ($) | $88,511,000 | 229 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,090,000 | 239 |
| 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 | $1,176,000 | 191 |
| Number of Managed Accounts | $988,000 | 187 |
| Number of Non-Managed Accounts | $188,000 | 140 |
| Total fiduciary and related assets | $2,232,749,000 | 126 |
| Managed Assets ($) | $2,145,975,000 | 105 |
| Non-managed Assets ($) | $86,774,000 | 247 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,056,000 | 238 |
| 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 | $1,160,000 | 190 |
| Number of Managed Accounts | $972,000 | 189 |
| Number of Non-Managed Accounts | $188,000 | 148 |
| Total fiduciary and related assets | $2,175,543,000 | 128 |
| Managed Assets ($) | $2,089,157,000 | 107 |
| Non-managed Assets ($) | $86,386,000 | 250 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,017,000 | 235 |
| 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 | $1,119,000 | 201 |
| Number of Managed Accounts | $948,000 | 191 |
| Number of Non-Managed Accounts | $171,000 | 191 |
| Total fiduciary and related assets | $1,986,053,000 | 130 |
| Managed Assets ($) | $1,901,606,000 | 105 |
| Non-managed Assets ($) | $84,447,000 | 261 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,716,000 | 251 |
| 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 | $1,062,000 | 205 |
| Number of Managed Accounts | $893,000 | 196 |
| Number of Non-Managed Accounts | $169,000 | 157 |
| Total fiduciary and related assets | $1,911,749,000 | 138 |
| Managed Assets ($) | $1,823,530,000 | 112 |
| Non-managed Assets ($) | $88,219,000 | 253 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,797,000 | 251 |
| 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 | $1,069,000 | 205 |
| Number of Managed Accounts | $901,000 | 198 |
| Number of Non-Managed Accounts | $168,000 | 159 |
| Total fiduciary and related assets | $1,892,759,000 | 136 |
| Managed Assets ($) | $1,809,251,000 | 111 |
| Non-managed Assets ($) | $83,508,000 | 253 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,761,000 | 256 |
| 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 | $1,086,000 | 206 |
| Number of Managed Accounts | $913,000 | 197 |
| Number of Non-Managed Accounts | $173,000 | 158 |
| Total fiduciary and related assets | $1,847,625,000 | 141 |
| Managed Assets ($) | $1,766,312,000 | 113 |
| Non-managed Assets ($) | $81,313,000 | 256 |
| Memoranda | ||
| Gross Fiduciary activities income | $963,000 | 247 |
| 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 | $1,050,000 | 220 |
| Number of Managed Accounts | $921,000 | 196 |
| Number of Non-Managed Accounts | $129,000 | 235 |
| Total fiduciary and related assets | $1,714,337,000 | 148 |
| Managed Assets ($) | $1,638,244,000 | 118 |
| Non-managed Assets ($) | $76,093,000 | 276 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,708,000 | 245 |
| 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 | $1,000,000 | 218 |
| Number of Managed Accounts | $873,000 | 200 |
| Number of Non-Managed Accounts | $127,000 | 182 |
| Total fiduciary and related assets | $1,681,114,000 | 148 |
| Managed Assets ($) | $1,606,236,000 | 117 |
| Non-managed Assets ($) | $74,878,000 | 252 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,830,000 | 243 |
| 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 | $1,067,000 | 206 |
| Number of Managed Accounts | $942,000 | 184 |
| Number of Non-Managed Accounts | $125,000 | 184 |
| Total fiduciary and related assets | $1,657,574,000 | 144 |
| Managed Assets ($) | $1,583,850,000 | 114 |
| Non-managed Assets ($) | $73,724,000 | 249 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,934,000 | 238 |
| 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 | $1,052,000 | 207 |
| Number of Managed Accounts | $931,000 | 186 |
| Number of Non-Managed Accounts | $121,000 | 181 |
| Total fiduciary and related assets | $1,576,136,000 | 143 |
| Managed Assets ($) | $1,503,344,000 | 116 |
| Non-managed Assets ($) | $72,792,000 | 248 |
| Memoranda | ||
| Gross Fiduciary activities income | $965,000 | 237 |
| 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 | $1,049,000 | 207 |
| Number of Managed Accounts | $923,000 | 185 |
| Number of Non-Managed Accounts | $126,000 | 243 |
| Total fiduciary and related assets | $1,584,148,000 | 139 |
| Managed Assets ($) | $1,512,463,000 | 114 |
| Non-managed Assets ($) | $71,685,000 | 272 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,670,000 | 239 |
| 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 | $1,027,000 | 207 |
| Number of Managed Accounts | $903,000 | 186 |
| Number of Non-Managed Accounts | $124,000 | 184 |
| Total fiduciary and related assets | $1,563,401,000 | 138 |
| Managed Assets ($) | $1,486,816,000 | 114 |
| Non-managed Assets ($) | $76,585,000 | 246 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,646,000 | 241 |
| 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 | $1,024,000 | 210 |
| Number of Managed Accounts | $896,000 | 185 |
| Number of Non-Managed Accounts | $128,000 | 188 |
| Total fiduciary and related assets | $1,564,350,000 | 137 |
| Managed Assets ($) | $1,488,165,000 | 113 |
| Non-managed Assets ($) | $76,185,000 | 247 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,748,000 | 245 |
| 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 | $1,012,000 | 208 |
| Number of Managed Accounts | $890,000 | 190 |
| Number of Non-Managed Accounts | $122,000 | 186 |
| Total fiduciary and related assets | $1,540,349,000 | 139 |
| Managed Assets ($) | $1,463,883,000 | 115 |
| Non-managed Assets ($) | $76,466,000 | 245 |
| Memoranda | ||
| Gross Fiduciary activities income | $860,000 | 244 |
| 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 | $952,000 | 225 |
| Number of Managed Accounts | $843,000 | 196 |
| Number of Non-Managed Accounts | $109,000 | 263 |
| Total fiduciary and related assets | $1,461,630,000 | 142 |
| Managed Assets ($) | $1,395,550,000 | 115 |
| Non-managed Assets ($) | $66,080,000 | 280 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,481,000 | 247 |
| 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 | $918,000 | 225 |
| Number of Managed Accounts | $813,000 | 202 |
| Number of Non-Managed Accounts | $105,000 | 196 |
| Total fiduciary and related assets | $1,560,774,000 | 137 |
| Managed Assets ($) | $1,494,483,000 | 112 |
| Non-managed Assets ($) | $66,291,000 | 258 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,595,000 | 248 |
| 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 | $890,000 | 234 |
| Number of Managed Accounts | $784,000 | 210 |
| Number of Non-Managed Accounts | $106,000 | 193 |
| Total fiduciary and related assets | $1,433,543,000 | 149 |
| Managed Assets ($) | $1,365,622,000 | 119 |
| Non-managed Assets ($) | $67,921,000 | 258 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,750,000 | 250 |
| 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 | $871,000 | 235 |
| Number of Managed Accounts | $769,000 | 209 |
| Number of Non-Managed Accounts | $102,000 | 198 |
| Total fiduciary and related assets | $1,315,647,000 | 157 |
| Managed Assets ($) | $1,253,471,000 | 121 |
| Non-managed Assets ($) | $62,176,000 | 271 |
| Memoranda | ||
| Gross Fiduciary activities income | $854,000 | 254 |
| 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 | $834,000 | 248 |
| Number of Managed Accounts | $735,000 | 223 |
| Number of Non-Managed Accounts | $99,000 | 293 |
| Total fiduciary and related assets | $1,302,458,000 | 155 |
| Managed Assets ($) | $1,240,650,000 | 122 |
| Non-managed Assets ($) | $61,808,000 | 295 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,233,000 | 259 |
| 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 | $823,000 | 242 |
| Number of Managed Accounts | $727,000 | 218 |
| Number of Non-Managed Accounts | $96,000 | 203 |
| Total fiduciary and related assets | $1,291,052,000 | 154 |
| Managed Assets ($) | $1,231,101,000 | 120 |
| Non-managed Assets ($) | $59,951,000 | 268 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,386,000 | 265 |
| 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 | $789,000 | 245 |
| Number of Managed Accounts | $696,000 | 223 |
| Number of Non-Managed Accounts | $93,000 | 207 |
| Total fiduciary and related assets | $1,258,868,000 | 156 |
| Managed Assets ($) | $1,201,200,000 | 120 |
| Non-managed Assets ($) | $57,668,000 | 267 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,565,000 | 265 |
| 2014-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $775,000 | 253 |
| Number of Managed Accounts | $640,000 | 239 |
| Number of Non-Managed Accounts | $135,000 | 174 |
| Total fiduciary and related assets | $1,224,003,000 | 157 |
| Managed Assets ($) | $417,117,000 | 250 |
| Non-managed Assets ($) | $806,886,000 | 96 |
| Memoranda | ||
| Gross Fiduciary activities income | $778,000 | 270 |
| 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 | $770,000 | 265 |
| Number of Managed Accounts | $629,000 | 250 |
| Number of Non-Managed Accounts | $141,000 | 245 |
| Total fiduciary and related assets | $1,146,197,000 | 162 |
| Managed Assets ($) | $403,334,000 | 255 |
| Non-managed Assets ($) | $742,863,000 | 97 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,558,000 | 284 |
| 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 | $887,000 | 226 |
| Number of Managed Accounts | $612,000 | 239 |
| Number of Non-Managed Accounts | $275,000 | 128 |
| Total fiduciary and related assets | $1,123,993,000 | 157 |
| Managed Assets ($) | $378,662,000 | 254 |
| Non-managed Assets ($) | $745,331,000 | 96 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,830,000 | 285 |
| 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 | $846,000 | 230 |
| Number of Managed Accounts | $574,000 | 240 |
| Number of Non-Managed Accounts | $272,000 | 131 |
| Total fiduciary and related assets | $1,069,231,000 | 156 |
| Managed Assets ($) | $363,018,000 | 251 |
| Non-managed Assets ($) | $706,213,000 | 94 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,133,000 | 303 |
| 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 | $651,000 | 275 |
| Number of Managed Accounts | $547,000 | 252 |
| Number of Non-Managed Accounts | $104,000 | 211 |
| Total fiduciary and related assets | $853,055,000 | 181 |
| Managed Assets ($) | $341,409,000 | 264 |
| Non-managed Assets ($) | $511,646,000 | 109 |
| Memoranda | ||
| Gross Fiduciary activities income | $419,000 | 355 |
| 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 | $463,000 | 374 |
| Number of Managed Accounts | $414,000 | 309 |
| Number of Non-Managed Accounts | $49,000 | 484 |
| Total fiduciary and related assets | $317,371,000 | 324 |
| Managed Assets ($) | $282,762,000 | 286 |
| Non-managed Assets ($) | $34,609,000 | 393 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,460,000 | 370 |
| 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 | $461,000 | 310 |
| Number of Managed Accounts | $414,000 | 277 |
| Number of Non-Managed Accounts | $47,000 | 268 |
| Total fiduciary and related assets | $313,781,000 | 320 |
| Managed Assets ($) | $279,348,000 | 284 |
| Non-managed Assets ($) | $34,433,000 | 293 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,067,000 | 378 |
| 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 | $483,000 | 305 |
| Number of Managed Accounts | $432,000 | 266 |
| Number of Non-Managed Accounts | $51,000 | 258 |
| Total fiduciary and related assets | $308,648,000 | 317 |
| Managed Assets ($) | $275,719,000 | 278 |
| Non-managed Assets ($) | $32,929,000 | 291 |
| Memoranda | ||
| Gross Fiduciary activities income | $689,000 | 382 |
| 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 | $484,000 | 302 |
| Number of Managed Accounts | $433,000 | 265 |
| Number of Non-Managed Accounts | $51,000 | 257 |
| Total fiduciary and related assets | $323,907,000 | 307 |
| Managed Assets ($) | $288,730,000 | 275 |
| Non-managed Assets ($) | $35,177,000 | 288 |
| Memoranda | ||
| Gross Fiduciary activities income | $322,000 | 392 |
| 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 | $465,000 | 380 |
| Number of Managed Accounts | $423,000 | 312 |
| Number of Non-Managed Accounts | $42,000 | 524 |
| Total fiduciary and related assets | $275,154,000 | 336 |
| Managed Assets ($) | $265,031,000 | 279 |
| Non-managed Assets ($) | $10,123,000 | 603 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,145,000 | 370 |
| 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 | $452,000 | 312 |
| Number of Managed Accounts | $413,000 | 277 |
| Number of Non-Managed Accounts | $39,000 | 283 |
| Total fiduciary and related assets | $262,536,000 | 330 |
| Managed Assets ($) | $253,459,000 | 276 |
| Non-managed Assets ($) | $9,077,000 | 340 |
| Memoranda | ||
| Gross Fiduciary activities income | $859,000 | 365 |
| 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 | $447,000 | 316 |
| Number of Managed Accounts | $408,000 | 280 |
| Number of Non-Managed Accounts | $39,000 | 283 |
| Total fiduciary and related assets | $276,689,000 | 338 |
| Managed Assets ($) | $267,143,000 | 279 |
| Non-managed Assets ($) | $9,546,000 | 342 |
| Memoranda | ||
| Gross Fiduciary activities income | $537,000 | 388 |
| 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 | $443,000 | 318 |
| Number of Managed Accounts | $403,000 | 285 |
| Number of Non-Managed Accounts | $40,000 | 283 |
| Total fiduciary and related assets | $265,131,000 | 343 |
| Managed Assets ($) | $255,604,000 | 289 |
| Non-managed Assets ($) | $9,527,000 | 342 |
| Memoranda | ||
| Gross Fiduciary activities income | $272,000 | 386 |
| 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 | $438,000 | 398 |
| Number of Managed Accounts | $399,000 | 332 |
| Number of Non-Managed Accounts | $39,000 | 574 |
| Total fiduciary and related assets | $264,570,000 | 343 |
| Managed Assets ($) | $254,977,000 | 290 |
| Non-managed Assets ($) | $9,593,000 | 633 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,017,000 | 392 |
| 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 | $0 | 412 |
| Number of Managed Accounts | $0 | 393 |
| Number of Non-Managed Accounts | $0 | 391 |
| Total fiduciary and related assets | $0 | 411 |
| Managed Assets ($) | $0 | 394 |
| Non-managed Assets ($) | $0 | 389 |
| Memoranda | ||
| Gross Fiduciary activities income | $764,000 | 393 |
| 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 | $0 | 414 |
| Number of Managed Accounts | $0 | 393 |
| Number of Non-Managed Accounts | $0 | 394 |
| Total fiduciary and related assets | $0 | 413 |
| Managed Assets ($) | $0 | 394 |
| Non-managed Assets ($) | $0 | 392 |
| Memoranda | ||
| Gross Fiduciary activities income | $524,000 | 390 |
| 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 | $0 | 421 |
| Number of Managed Accounts | $0 | 397 |
| Number of Non-Managed Accounts | $0 | 401 |
| Total fiduciary and related assets | $0 | 419 |
| Managed Assets ($) | $0 | 397 |
| Non-managed Assets ($) | $0 | 399 |
| Memoranda | ||
| Gross Fiduciary activities income | $287,000 | 368 |
| 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 | $479,000 | 388 |
| Number of Managed Accounts | $411,000 | 324 |
| Number of Non-Managed Accounts | $68,000 | 442 |
| Total fiduciary and related assets | $224,373,000 | 373 |
| Managed Assets ($) | $214,370,000 | 307 |
| Non-managed Assets ($) | $10,003,000 | 622 |
| Memoranda | ||
| Gross Fiduciary activities income | $957,000 | 396 |
| 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 | $0 | 409 |
| Number of Managed Accounts | $0 | 386 |
| Number of Non-Managed Accounts | $0 | 386 |
| Total fiduciary and related assets | $0 | 408 |
| Managed Assets ($) | $0 | 386 |
| Non-managed Assets ($) | $0 | 385 |
| Memoranda | ||
| Gross Fiduciary activities income | $709,000 | 397 |
| 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 | $0 | 415 |
| Number of Managed Accounts | $0 | 392 |
| Number of Non-Managed Accounts | $0 | 393 |
| Total fiduciary and related assets | $0 | 414 |
| Managed Assets ($) | $0 | 392 |
| Non-managed Assets ($) | $0 | 391 |
| Memoranda | ||
| Gross Fiduciary activities income | $513,000 | 383 |
| 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 | $0 | 418 |
| Number of Managed Accounts | $0 | 395 |
| Number of Non-Managed Accounts | $0 | 393 |
| Total fiduciary and related assets | $0 | 417 |
| Managed Assets ($) | $0 | 395 |
| Non-managed Assets ($) | $0 | 392 |
| Memoranda | ||
| Gross Fiduciary activities income | $289,000 | 352 |
| 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 | $456,000 | 402 |
| Number of Managed Accounts | $386,000 | 340 |
| Number of Non-Managed Accounts | $70,000 | 455 |
| Total fiduciary and related assets | $191,036,000 | 393 |
| Managed Assets ($) | $181,235,000 | 330 |
| Non-managed Assets ($) | $9,801,000 | 601 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,066,000 | 397 |
| 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 | $0 | 441 |
| Number of Managed Accounts | $0 | 419 |
| Number of Non-Managed Accounts | $0 | 421 |
| Total fiduciary and related assets | $0 | 440 |
| Managed Assets ($) | $0 | 419 |
| Non-managed Assets ($) | $0 | 420 |
| Memoranda | ||
| Gross Fiduciary activities income | $874,000 | 377 |
| 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 | $0 | 450 |
| Number of Managed Accounts | $0 | 425 |
| Number of Non-Managed Accounts | $0 | 427 |
| Total fiduciary and related assets | $0 | 449 |
| Managed Assets ($) | $0 | 425 |
| Non-managed Assets ($) | $0 | 426 |
| Memoranda | ||
| Gross Fiduciary activities income | $658,000 | 359 |
| 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 | $0 | 460 |
| Number of Managed Accounts | $0 | 434 |
| Number of Non-Managed Accounts | $0 | 433 |
| Total fiduciary and related assets | $0 | 459 |
| Managed Assets ($) | $0 | 434 |
| Non-managed Assets ($) | $0 | 431 |
| Memoranda | ||
| Gross Fiduciary activities income | $426,000 | 306 |
| 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 | $457,000 | 403 |
| Number of Managed Accounts | $396,000 | 333 |
| Number of Non-Managed Accounts | $61,000 | 498 |
| Total fiduciary and related assets | $223,052,000 | 412 |
| Managed Assets ($) | $209,000,000 | 352 |
| Non-managed Assets ($) | $14,052,000 | 575 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,020,000 | 415 |
| 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 | $0 | 444 |
| Number of Managed Accounts | $0 | 421 |
| Number of Non-Managed Accounts | $0 | 417 |
| Total fiduciary and related assets | $0 | 443 |
| Managed Assets ($) | $0 | 421 |
| Non-managed Assets ($) | $0 | 416 |
| Memoranda | ||
| Gross Fiduciary activities income | $773,000 | 409 |
| 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 | $0 | 450 |
| Number of Managed Accounts | $0 | 427 |
| Number of Non-Managed Accounts | $0 | 422 |
| Total fiduciary and related assets | $0 | 449 |
| Managed Assets ($) | $0 | 427 |
| Non-managed Assets ($) | $0 | 421 |
| Memoranda | ||
| Gross Fiduciary activities income | $564,000 | 389 |
| 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 | $0 | 451 |
| Number of Managed Accounts | $0 | 427 |
| Number of Non-Managed Accounts | $0 | 425 |
| Total fiduciary and related assets | $0 | 450 |
| Managed Assets ($) | $0 | 427 |
| Non-managed Assets ($) | $0 | 424 |
| Memoranda | ||
| Gross Fiduciary activities income | $357,000 | 338 |
| 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 | $445,000 | 404 |
| Number of Managed Accounts | $385,000 | 335 |
| Number of Non-Managed Accounts | $60,000 | 504 |
| Total fiduciary and related assets | $209,355,000 | 412 |
| Managed Assets ($) | $196,483,000 | 358 |
| Non-managed Assets ($) | $12,872,000 | 602 |
| Memoranda | ||
| Gross Fiduciary activities income | $876,000 | 443 |
| 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 | $0 | 432 |
| Number of Managed Accounts | $0 | 409 |
| Number of Non-Managed Accounts | $0 | 409 |
| Total fiduciary and related assets | $0 | 431 |
| Managed Assets ($) | $0 | 409 |
| Non-managed Assets ($) | $0 | 408 |
| Memoranda | ||
| Gross Fiduciary activities income | $665,000 | 440 |
| 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 | $0 | 435 |
| Number of Managed Accounts | $0 | 413 |
| Number of Non-Managed Accounts | $0 | 412 |
| Total fiduciary and related assets | $0 | 434 |
| Managed Assets ($) | $0 | 413 |
| Non-managed Assets ($) | $0 | 411 |
| Memoranda | ||
| Gross Fiduciary activities income | $445,000 | 445 |
| 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 | $0 | 458 |
| Number of Managed Accounts | $0 | 437 |
| Number of Non-Managed Accounts | $0 | 423 |
| Total fiduciary and related assets | $0 | 457 |
| Managed Assets ($) | $0 | 437 |
| Non-managed Assets ($) | $0 | 422 |
| Memoranda | ||
| Gross Fiduciary activities income | $232,000 | 434 |
| 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 | $444,000 | 416 |
| Number of Managed Accounts | $379,000 | 351 |
| Number of Non-Managed Accounts | $65,000 | 506 |
| Total fiduciary and related assets | $190,049,000 | 430 |
| Managed Assets ($) | $177,630,000 | 364 |
| Non-managed Assets ($) | $12,419,000 | 595 |
| Memoranda | ||
| Gross Fiduciary activities income | $723,000 | 483 |
| 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 | $0 | 444 |
| Number of Managed Accounts | $0 | 422 |
| Number of Non-Managed Accounts | $0 | 414 |
| Total fiduciary and related assets | $0 | 443 |
| Managed Assets ($) | $0 | 423 |
| Non-managed Assets ($) | $0 | 412 |
| Memoranda | ||
| Gross Fiduciary activities income | $551,000 | 469 |
| 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 | $0 | 460 |
| Number of Managed Accounts | $0 | 435 |
| Number of Non-Managed Accounts | $0 | 431 |
| Total fiduciary and related assets | $0 | 458 |
| Managed Assets ($) | $0 | 435 |
| Non-managed Assets ($) | $0 | 429 |
| Memoranda | ||
| Gross Fiduciary activities income | $371,000 | 462 |
| 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 | $0 | 465 |
| Number of Managed Accounts | $0 | 438 |
| Number of Non-Managed Accounts | $0 | 433 |
| Total fiduciary and related assets | $0 | 463 |
| Managed Assets ($) | $0 | 438 |
| Non-managed Assets ($) | $0 | 431 |
| Memoranda | ||
| Gross Fiduciary activities income | $204,000 | 446 |
| 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 | $429,000 | 422 |
| Number of Managed Accounts | $358,000 | 354 |
| Number of Non-Managed Accounts | $71,000 | 494 |
| Total fiduciary and related assets | $178,727,000 | 435 |
| Managed Assets ($) | $162,638,000 | 369 |
| Non-managed Assets ($) | $16,089,000 | 549 |
| Memoranda | ||
| Gross Fiduciary activities income | $649,000 | 482 |
| 2004-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 453 |
| Number of Managed Accounts | $0 | 424 |
| Number of Non-Managed Accounts | $0 | 423 |
| Total fiduciary and related assets | $0 | 451 |
| Managed Assets ($) | $0 | 424 |
| Non-managed Assets ($) | $0 | 421 |
| Memoranda | ||
| Gross Fiduciary activities income | $489,000 | 479 |
| 2004-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 462 |
| Number of Managed Accounts | $0 | 429 |
| Number of Non-Managed Accounts | $0 | 432 |
| Total fiduciary and related assets | $0 | 459 |
| Managed Assets ($) | $0 | 429 |
| Non-managed Assets ($) | $0 | 429 |
| Memoranda | ||
| Gross Fiduciary activities income | $327,000 | 479 |
| 2004-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 473 |
| Number of Managed Accounts | $0 | 438 |
| Number of Non-Managed Accounts | $0 | 438 |
| Total fiduciary and related assets | $0 | 471 |
| Managed Assets ($) | $0 | 438 |
| Non-managed Assets ($) | $0 | 436 |
| Memoranda | ||
| Gross Fiduciary activities income | $162,000 | 497 |
| 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 | $422,000 | 444 |
| Number of Managed Accounts | $348,000 | 371 |
| Number of Non-Managed Accounts | $74,000 | 513 |
| Total fiduciary and related assets | $159,994,000 | 455 |
| Managed Assets ($) | $145,419,000 | 393 |
| Non-managed Assets ($) | $14,575,000 | 596 |
| Memoranda | ||
| Gross Fiduciary activities income | $620,000 | 490 |
| 2003-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 473 |
| Number of Managed Accounts | $0 | 442 |
| Number of Non-Managed Accounts | $0 | 446 |
| Total fiduciary and related assets | $0 | 472 |
| Managed Assets ($) | $0 | 442 |
| Non-managed Assets ($) | $0 | 445 |
| Memoranda | ||
| Gross Fiduciary activities income | $473,000 | 493 |
| 2003-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 474 |
| Number of Managed Accounts | $0 | 446 |
| Number of Non-Managed Accounts | $0 | 448 |
| Total fiduciary and related assets | $0 | 473 |
| Managed Assets ($) | $0 | 446 |
| Non-managed Assets ($) | $0 | 447 |
| Memoranda | ||
| Gross Fiduciary activities income | $316,000 | 494 |
| 2003-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 491 |
| Number of Managed Accounts | $0 | 461 |
| Number of Non-Managed Accounts | $0 | 460 |
| Total fiduciary and related assets | $0 | 490 |
| Managed Assets ($) | $0 | 461 |
| Non-managed Assets ($) | $0 | 458 |
| Memoranda | ||
| Gross Fiduciary activities income | $176,000 | 476 |
| 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 | $419,000 | 465 |
| Number of Managed Accounts | $351,000 | 387 |
| Number of Non-Managed Accounts | $68,000 | 540 |
| Total fiduciary and related assets | $146,245,000 | 473 |
| Managed Assets ($) | $130,391,000 | 417 |
| Non-managed Assets ($) | $15,854,000 | 561 |
| Memoranda | ||
| Gross Fiduciary activities income | $684,000 | 480 |
| 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 | $458,000 | 409 |
| Number of Managed Accounts | $357,000 | 363 |
| Number of Non-Managed Accounts | $101,000 | 406 |
| Total fiduciary and related assets | $160,785,000 | 431 |
| Managed Assets ($) | $138,868,000 | 391 |
| Non-managed Assets ($) | $21,917,000 | 477 |
| Memoranda | ||
| Gross Fiduciary activities income | $803,000 | 463 |
| 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 | $699,000 | 499 |
| 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 | $639,000 | 568 |
| 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 | $535,000 | 620 |
| 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 | $424,000 | 711 |
| 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 | $330,000 | 830 |
| 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 | $291,000 | 912 |
| 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 | $288,000 | 919 |
| 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 | $243,000 | 1,006 |
| 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 | $217,000 | 1,061 |