Home > American National Bank and Trust Company > Fiduciary and Related Services
American National Bank and Trust Company, Fiduciary and Related Services
| 2023-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 4 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $447,000 | 384 |
| Number of Managed Accounts | $445,000 | 337 |
| Number of Non-Managed Accounts | $2,000 | 743 |
| Total fiduciary and related assets | $787,107,000 | 282 |
| Managed Assets ($) | $785,963,000 | 242 |
| Non-managed Assets ($) | $1,144,000 | 685 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,760,000 | 242 |
| 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 | $454,000 | 308 |
| Number of Managed Accounts | $453,000 | 276 |
| Number of Non-Managed Accounts | $1,000 | 361 |
| Total fiduciary and related assets | $731,215,000 | 271 |
| Managed Assets ($) | $730,288,000 | 237 |
| Non-managed Assets ($) | $927,000 | 358 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,296,000 | 244 |
| 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 | $456,000 | 354 |
| Number of Managed Accounts | $455,000 | 314 |
| Number of Non-Managed Accounts | $1,000 | 426 |
| Total fiduciary and related assets | $737,073,000 | 278 |
| Managed Assets ($) | $736,116,000 | 242 |
| Non-managed Assets ($) | $957,000 | 422 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,807,000 | 243 |
| 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 | $462,000 | 318 |
| Number of Managed Accounts | $461,000 | 283 |
| Number of Non-Managed Accounts | $1,000 | 367 |
| Total fiduciary and related assets | $730,830,000 | 274 |
| Managed Assets ($) | $729,873,000 | 245 |
| Non-managed Assets ($) | $957,000 | 367 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,327,000 | 258 |
| 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 | $452,000 | 392 |
| Number of Managed Accounts | $451,000 | 340 |
| Number of Non-Managed Accounts | $1,000 | 816 |
| Total fiduciary and related assets | $692,590,000 | 293 |
| Managed Assets ($) | $691,642,000 | 258 |
| Non-managed Assets ($) | $948,000 | 730 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,467,000 | 257 |
| 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 | $439,000 | 327 |
| Number of Managed Accounts | $438,000 | 294 |
| Number of Non-Managed Accounts | $1,000 | 376 |
| Total fiduciary and related assets | $650,556,000 | 284 |
| Managed Assets ($) | $649,598,000 | 252 |
| Non-managed Assets ($) | $958,000 | 378 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,211,000 | 255 |
| 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 | $436,000 | 335 |
| Number of Managed Accounts | $435,000 | 302 |
| Number of Non-Managed Accounts | $1,000 | 404 |
| Total fiduciary and related assets | $662,762,000 | 260 |
| Managed Assets ($) | $661,795,000 | 223 |
| Non-managed Assets ($) | $967,000 | 405 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,860,000 | 221 |
| 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 | $436,000 | 293 |
| Number of Managed Accounts | $435,000 | 267 |
| Number of Non-Managed Accounts | $1,000 | 340 |
| Total fiduciary and related assets | $677,167,000 | 255 |
| Managed Assets ($) | $676,288,000 | 227 |
| Non-managed Assets ($) | $879,000 | 338 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,534,000 | 218 |
| 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 | $421,000 | 366 |
| Number of Managed Accounts | $420,000 | 319 |
| Number of Non-Managed Accounts | $1,000 | 792 |
| Total fiduciary and related assets | $700,085,000 | 270 |
| Managed Assets ($) | $699,207,000 | 234 |
| Non-managed Assets ($) | $878,000 | 706 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,022,000 | 235 |
| 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 | $420,000 | 294 |
| Number of Managed Accounts | $419,000 | 266 |
| Number of Non-Managed Accounts | $1,000 | 326 |
| Total fiduciary and related assets | $646,930,000 | 259 |
| Managed Assets ($) | $646,067,000 | 232 |
| Non-managed Assets ($) | $863,000 | 324 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,757,000 | 233 |
| 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 | $330,000 | 356 |
| Number of Managed Accounts | $328,000 | 332 |
| Number of Non-Managed Accounts | $2,000 | 384 |
| Total fiduciary and related assets | $647,016,000 | 274 |
| Managed Assets ($) | $642,288,000 | 237 |
| Non-managed Assets ($) | $4,728,000 | 371 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,446,000 | 233 |
| 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 | $413,000 | 299 |
| Number of Managed Accounts | $411,000 | 271 |
| Number of Non-Managed Accounts | $2,000 | 325 |
| Total fiduciary and related assets | $619,251,000 | 260 |
| Managed Assets ($) | $614,534,000 | 230 |
| Non-managed Assets ($) | $4,717,000 | 312 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,206,000 | 234 |
| 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 | $408,000 | 373 |
| Number of Managed Accounts | $406,000 | 322 |
| Number of Non-Managed Accounts | $2,000 | 776 |
| Total fiduciary and related assets | $564,779,000 | 285 |
| Managed Assets ($) | $560,057,000 | 247 |
| Non-managed Assets ($) | $4,722,000 | 604 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,044,000 | 244 |
| 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 | $401,000 | 299 |
| Number of Managed Accounts | $399,000 | 270 |
| Number of Non-Managed Accounts | $2,000 | 325 |
| Total fiduciary and related assets | $521,499,000 | 265 |
| Managed Assets ($) | $516,815,000 | 235 |
| Non-managed Assets ($) | $4,684,000 | 315 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,019,000 | 241 |
| 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 | $403,000 | 334 |
| Number of Managed Accounts | $401,000 | 300 |
| Number of Non-Managed Accounts | $2,000 | 380 |
| Total fiduciary and related assets | $488,608,000 | 291 |
| Managed Assets ($) | $483,923,000 | 254 |
| Non-managed Assets ($) | $4,685,000 | 367 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,965,000 | 239 |
| 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 | $398,000 | 300 |
| Number of Managed Accounts | $396,000 | 269 |
| Number of Non-Managed Accounts | $2,000 | 328 |
| Total fiduciary and related assets | $446,365,000 | 270 |
| Managed Assets ($) | $442,485,000 | 238 |
| Non-managed Assets ($) | $3,880,000 | 320 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,012,000 | 239 |
| 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 | $399,000 | 378 |
| Number of Managed Accounts | $397,000 | 319 |
| Number of Non-Managed Accounts | $2,000 | 798 |
| Total fiduciary and related assets | $513,043,000 | 286 |
| Managed Assets ($) | $510,079,000 | 246 |
| Non-managed Assets ($) | $2,964,000 | 646 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,847,000 | 248 |
| 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 | $399,000 | 299 |
| Number of Managed Accounts | $398,000 | 270 |
| Number of Non-Managed Accounts | $1,000 | 338 |
| Total fiduciary and related assets | $499,807,000 | 268 |
| Managed Assets ($) | $498,951,000 | 238 |
| Non-managed Assets ($) | $856,000 | 332 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,826,000 | 250 |
| 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 | $404,000 | 327 |
| Number of Managed Accounts | $403,000 | 295 |
| Number of Non-Managed Accounts | $1,000 | 376 |
| Total fiduciary and related assets | $501,908,000 | 280 |
| Managed Assets ($) | $501,064,000 | 243 |
| Non-managed Assets ($) | $844,000 | 371 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,847,000 | 254 |
| 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 | $396,000 | 333 |
| Number of Managed Accounts | $395,000 | 297 |
| Number of Non-Managed Accounts | $1,000 | 379 |
| Total fiduciary and related assets | $489,552,000 | 282 |
| Managed Assets ($) | $488,709,000 | 243 |
| Non-managed Assets ($) | $843,000 | 373 |
| Memoranda | ||
| Gross Fiduciary activities income | $914,000 | 250 |
| 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 | $397,000 | 390 |
| Number of Managed Accounts | $396,000 | 321 |
| Number of Non-Managed Accounts | $1,000 | 871 |
| Total fiduciary and related assets | $452,239,000 | 293 |
| Managed Assets ($) | $451,440,000 | 246 |
| Non-managed Assets ($) | $799,000 | 771 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,783,000 | 247 |
| 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 | $400,000 | 328 |
| Number of Managed Accounts | $399,000 | 294 |
| Number of Non-Managed Accounts | $1,000 | 382 |
| Total fiduciary and related assets | $484,243,000 | 289 |
| Managed Assets ($) | $483,384,000 | 244 |
| Non-managed Assets ($) | $859,000 | 375 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,875,000 | 247 |
| 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 | $400,000 | 331 |
| Number of Managed Accounts | $399,000 | 297 |
| Number of Non-Managed Accounts | $1,000 | 382 |
| Total fiduciary and related assets | $471,405,000 | 291 |
| Managed Assets ($) | $470,565,000 | 246 |
| Non-managed Assets ($) | $840,000 | 378 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,874,000 | 249 |
| 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 | $403,000 | 336 |
| Number of Managed Accounts | $402,000 | 300 |
| Number of Non-Managed Accounts | $1,000 | 384 |
| Total fiduciary and related assets | $471,913,000 | 289 |
| Managed Assets ($) | $471,090,000 | 243 |
| Non-managed Assets ($) | $823,000 | 381 |
| Memoranda | ||
| Gross Fiduciary activities income | $929,000 | 253 |
| 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 | $403,000 | 385 |
| Number of Managed Accounts | $402,000 | 320 |
| Number of Non-Managed Accounts | $1,000 | 899 |
| Total fiduciary and related assets | $479,612,000 | 289 |
| Managed Assets ($) | $478,780,000 | 242 |
| Non-managed Assets ($) | $832,000 | 801 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,926,000 | 236 |
| 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 | $408,000 | 324 |
| Number of Managed Accounts | $406,000 | 294 |
| Number of Non-Managed Accounts | $2,000 | 371 |
| Total fiduciary and related assets | $480,246,000 | 291 |
| Managed Assets ($) | $478,401,000 | 241 |
| Non-managed Assets ($) | $1,845,000 | 371 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,918,000 | 237 |
| 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 | $404,000 | 328 |
| Number of Managed Accounts | $401,000 | 295 |
| Number of Non-Managed Accounts | $3,000 | 374 |
| Total fiduciary and related assets | $484,021,000 | 281 |
| Managed Assets ($) | $480,471,000 | 233 |
| Non-managed Assets ($) | $3,550,000 | 372 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,820,000 | 248 |
| 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 | $408,000 | 328 |
| Number of Managed Accounts | $405,000 | 297 |
| Number of Non-Managed Accounts | $3,000 | 377 |
| Total fiduciary and related assets | $485,268,000 | 279 |
| Managed Assets ($) | $481,769,000 | 235 |
| Non-managed Assets ($) | $3,499,000 | 378 |
| Memoranda | ||
| Gross Fiduciary activities income | $912,000 | 247 |
| 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 | $402,000 | 387 |
| Number of Managed Accounts | $400,000 | 314 |
| Number of Non-Managed Accounts | $2,000 | 897 |
| Total fiduciary and related assets | $464,898,000 | 279 |
| Managed Assets ($) | $463,148,000 | 238 |
| Non-managed Assets ($) | $1,750,000 | 770 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,791,000 | 235 |
| 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 | $403,000 | 330 |
| Number of Managed Accounts | $401,000 | 291 |
| Number of Non-Managed Accounts | $2,000 | 388 |
| Total fiduciary and related assets | $466,962,000 | 278 |
| Managed Assets ($) | $465,251,000 | 237 |
| Non-managed Assets ($) | $1,711,000 | 384 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,829,000 | 233 |
| 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 | $408,000 | 331 |
| Number of Managed Accounts | $406,000 | 290 |
| Number of Non-Managed Accounts | $2,000 | 391 |
| Total fiduciary and related assets | $456,671,000 | 285 |
| Managed Assets ($) | $455,025,000 | 241 |
| Non-managed Assets ($) | $1,646,000 | 386 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,891,000 | 237 |
| 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 | $437,000 | 321 |
| Number of Managed Accounts | $435,000 | 286 |
| Number of Non-Managed Accounts | $2,000 | 391 |
| Total fiduciary and related assets | $459,325,000 | 279 |
| Managed Assets ($) | $457,730,000 | 237 |
| Non-managed Assets ($) | $1,595,000 | 389 |
| Memoranda | ||
| Gross Fiduciary activities income | $930,000 | 236 |
| 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 | $441,000 | 364 |
| Number of Managed Accounts | $439,000 | 299 |
| Number of Non-Managed Accounts | $2,000 | 931 |
| Total fiduciary and related assets | $461,454,000 | 275 |
| Managed Assets ($) | $459,834,000 | 238 |
| Non-managed Assets ($) | $1,620,000 | 789 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,935,000 | 230 |
| 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 | $417,000 | 328 |
| Number of Managed Accounts | $415,000 | 289 |
| Number of Non-Managed Accounts | $2,000 | 386 |
| Total fiduciary and related assets | $455,844,000 | 278 |
| Managed Assets ($) | $454,272,000 | 234 |
| Non-managed Assets ($) | $1,572,000 | 379 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,964,000 | 231 |
| 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 | $418,000 | 330 |
| Number of Managed Accounts | $416,000 | 291 |
| Number of Non-Managed Accounts | $2,000 | 390 |
| Total fiduciary and related assets | $479,918,000 | 278 |
| Managed Assets ($) | $478,223,000 | 236 |
| Non-managed Assets ($) | $1,695,000 | 383 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,957,000 | 235 |
| 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 | $418,000 | 332 |
| Number of Managed Accounts | $416,000 | 290 |
| Number of Non-Managed Accounts | $2,000 | 391 |
| Total fiduciary and related assets | $470,466,000 | 283 |
| Managed Assets ($) | $468,738,000 | 239 |
| Non-managed Assets ($) | $1,728,000 | 384 |
| Memoranda | ||
| Gross Fiduciary activities income | $952,000 | 239 |
| 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 | $411,000 | 390 |
| Number of Managed Accounts | $409,000 | 313 |
| Number of Non-Managed Accounts | $2,000 | 972 |
| Total fiduciary and related assets | $419,120,000 | 297 |
| Managed Assets ($) | $417,372,000 | 253 |
| Non-managed Assets ($) | $1,748,000 | 819 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,196,000 | 220 |
| 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 | $413,000 | 336 |
| Number of Managed Accounts | $411,000 | 292 |
| Number of Non-Managed Accounts | $2,000 | 388 |
| Total fiduciary and related assets | $411,991,000 | 298 |
| Managed Assets ($) | $410,261,000 | 252 |
| Non-managed Assets ($) | $1,730,000 | 386 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,131,000 | 216 |
| 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 | $413,000 | 337 |
| Number of Managed Accounts | $411,000 | 294 |
| Number of Non-Managed Accounts | $2,000 | 391 |
| Total fiduciary and related assets | $420,774,000 | 296 |
| Managed Assets ($) | $418,987,000 | 250 |
| Non-managed Assets ($) | $1,787,000 | 388 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,139,000 | 216 |
| 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 | $408,000 | 342 |
| Number of Managed Accounts | $404,000 | 296 |
| Number of Non-Managed Accounts | $4,000 | 384 |
| Total fiduciary and related assets | $410,700,000 | 299 |
| Managed Assets ($) | $408,878,000 | 254 |
| Non-managed Assets ($) | $1,822,000 | 387 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,122,000 | 207 |
| 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 | $414,000 | 403 |
| Number of Managed Accounts | $410,000 | 314 |
| Number of Non-Managed Accounts | $4,000 | 935 |
| Total fiduciary and related assets | $418,713,000 | 294 |
| Managed Assets ($) | $416,912,000 | 248 |
| Non-managed Assets ($) | $1,801,000 | 838 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,689,000 | 227 |
| 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 | $405,000 | 328 |
| Number of Managed Accounts | $401,000 | 286 |
| Number of Non-Managed Accounts | $4,000 | 370 |
| Total fiduciary and related assets | $407,672,000 | 293 |
| Managed Assets ($) | $405,941,000 | 241 |
| Non-managed Assets ($) | $1,731,000 | 372 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,609,000 | 234 |
| 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 | $396,000 | 328 |
| Number of Managed Accounts | $392,000 | 288 |
| Number of Non-Managed Accounts | $4,000 | 370 |
| Total fiduciary and related assets | $395,755,000 | 293 |
| Managed Assets ($) | $393,897,000 | 238 |
| Non-managed Assets ($) | $1,858,000 | 372 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,532,000 | 250 |
| 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 | $398,000 | 329 |
| Number of Managed Accounts | $393,000 | 286 |
| Number of Non-Managed Accounts | $5,000 | 368 |
| Total fiduciary and related assets | $411,387,000 | 284 |
| Managed Assets ($) | $402,715,000 | 232 |
| Non-managed Assets ($) | $8,672,000 | 353 |
| Memoranda | ||
| Gross Fiduciary activities income | $588,000 | 290 |
| 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 | $393,000 | 417 |
| Number of Managed Accounts | $389,000 | 327 |
| Number of Non-Managed Accounts | $4,000 | 957 |
| Total fiduciary and related assets | $384,931,000 | 292 |
| Managed Assets ($) | $383,100,000 | 238 |
| Non-managed Assets ($) | $1,831,000 | 850 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,703,000 | 210 |
| 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 | $392,000 | 323 |
| Number of Managed Accounts | $388,000 | 284 |
| Number of Non-Managed Accounts | $4,000 | 355 |
| Total fiduciary and related assets | $390,170,000 | 285 |
| Managed Assets ($) | $388,338,000 | 232 |
| Non-managed Assets ($) | $1,832,000 | 358 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,774,000 | 206 |
| 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 | $384,000 | 324 |
| Number of Managed Accounts | $380,000 | 285 |
| Number of Non-Managed Accounts | $4,000 | 359 |
| Total fiduciary and related assets | $372,863,000 | 285 |
| Managed Assets ($) | $370,972,000 | 228 |
| Non-managed Assets ($) | $1,891,000 | 359 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,848,000 | 208 |
| 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 | $374,000 | 327 |
| Number of Managed Accounts | $368,000 | 291 |
| Number of Non-Managed Accounts | $6,000 | 352 |
| Total fiduciary and related assets | $385,163,000 | 278 |
| Managed Assets ($) | $382,189,000 | 227 |
| Non-managed Assets ($) | $2,974,000 | 353 |
| Memoranda | ||
| Gross Fiduciary activities income | $882,000 | 221 |
| 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 | $484,000 | 366 |
| Number of Managed Accounts | $473,000 | 283 |
| Number of Non-Managed Accounts | $11,000 | 843 |
| Total fiduciary and related assets | $358,738,000 | 287 |
| Managed Assets ($) | $353,221,000 | 236 |
| Non-managed Assets ($) | $5,517,000 | 703 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,561,000 | 173 |
| 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 | $487,000 | 301 |
| Number of Managed Accounts | $475,000 | 253 |
| Number of Non-Managed Accounts | $12,000 | 351 |
| Total fiduciary and related assets | $344,600,000 | 282 |
| Managed Assets ($) | $339,521,000 | 235 |
| Non-managed Assets ($) | $5,079,000 | 353 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,727,000 | 173 |
| 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 | $494,000 | 303 |
| Number of Managed Accounts | $484,000 | 253 |
| Number of Non-Managed Accounts | $10,000 | 358 |
| Total fiduciary and related assets | $372,374,000 | 278 |
| Managed Assets ($) | $365,779,000 | 230 |
| Non-managed Assets ($) | $6,595,000 | 352 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,806,000 | 178 |
| 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 | $499,000 | 306 |
| Number of Managed Accounts | $489,000 | 252 |
| Number of Non-Managed Accounts | $10,000 | 359 |
| Total fiduciary and related assets | $382,324,000 | 279 |
| Managed Assets ($) | $375,579,000 | 229 |
| Non-managed Assets ($) | $6,745,000 | 351 |
| Memoranda | ||
| Gross Fiduciary activities income | $928,000 | 179 |
| 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 | $402,000 | 428 |
| Number of Managed Accounts | $392,000 | 339 |
| Number of Non-Managed Accounts | $10,000 | 892 |
| Total fiduciary and related assets | $370,245,000 | 280 |
| Managed Assets ($) | $363,600,000 | 233 |
| Non-managed Assets ($) | $6,645,000 | 695 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,391,000 | 184 |
| 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 | $413,000 | 313 |
| Number of Managed Accounts | $403,000 | 276 |
| Number of Non-Managed Accounts | $10,000 | 355 |
| Total fiduciary and related assets | $370,016,000 | 268 |
| Managed Assets ($) | $363,664,000 | 227 |
| Non-managed Assets ($) | $6,352,000 | 352 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,455,000 | 188 |
| 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 | $401,000 | 318 |
| Number of Managed Accounts | $389,000 | 284 |
| Number of Non-Managed Accounts | $12,000 | 347 |
| Total fiduciary and related assets | $341,769,000 | 273 |
| Managed Assets ($) | $333,386,000 | 228 |
| Non-managed Assets ($) | $8,383,000 | 348 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,613,000 | 194 |
| 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 | $398,000 | 320 |
| Number of Managed Accounts | $387,000 | 283 |
| Number of Non-Managed Accounts | $11,000 | 355 |
| Total fiduciary and related assets | $362,366,000 | 268 |
| Managed Assets ($) | $354,371,000 | 225 |
| Non-managed Assets ($) | $7,995,000 | 354 |
| Memoranda | ||
| Gross Fiduciary activities income | $812,000 | 192 |
| 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 | $523,000 | 363 |
| Number of Managed Accounts | $513,000 | 274 |
| Number of Non-Managed Accounts | $10,000 | 903 |
| Total fiduciary and related assets | $356,550,000 | 271 |
| Managed Assets ($) | $350,075,000 | 228 |
| Non-managed Assets ($) | $6,475,000 | 700 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,153,000 | 190 |
| 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 | $523,000 | 294 |
| Number of Managed Accounts | $519,000 | 244 |
| Number of Non-Managed Accounts | $4,000 | 369 |
| Total fiduciary and related assets | $352,917,000 | 273 |
| Managed Assets ($) | $350,833,000 | 228 |
| Non-managed Assets ($) | $2,084,000 | 361 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,338,000 | 187 |
| 2009-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $516,000 | 301 |
| Number of Managed Accounts | $513,000 | 249 |
| Number of Non-Managed Accounts | $3,000 | 378 |
| Total fiduciary and related assets | $331,774,000 | 277 |
| Managed Assets ($) | $329,824,000 | 233 |
| Non-managed Assets ($) | $1,950,000 | 368 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,525,000 | 196 |
| 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 | $503,000 | 305 |
| Number of Managed Accounts | $500,000 | 252 |
| Number of Non-Managed Accounts | $3,000 | 380 |
| Total fiduciary and related assets | $301,273,000 | 288 |
| Managed Assets ($) | $299,468,000 | 238 |
| Non-managed Assets ($) | $1,805,000 | 368 |
| Memoranda | ||
| Gross Fiduciary activities income | $758,000 | 194 |
| 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 | $505,000 | 379 |
| Number of Managed Accounts | $502,000 | 283 |
| Number of Non-Managed Accounts | $3,000 | 1,088 |
| Total fiduciary and related assets | $322,297,000 | 288 |
| Managed Assets ($) | $320,566,000 | 233 |
| Non-managed Assets ($) | $1,731,000 | 893 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,467,000 | 189 |
| 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 | $506,000 | 314 |
| Number of Managed Accounts | $504,000 | 256 |
| Number of Non-Managed Accounts | $2,000 | 410 |
| Total fiduciary and related assets | $363,096,000 | 283 |
| Managed Assets ($) | $362,159,000 | 228 |
| Non-managed Assets ($) | $937,000 | 403 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,697,000 | 192 |
| 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 | $511,000 | 318 |
| Number of Managed Accounts | $509,000 | 255 |
| Number of Non-Managed Accounts | $2,000 | 415 |
| Total fiduciary and related assets | $371,382,000 | 291 |
| Managed Assets ($) | $370,269,000 | 231 |
| Non-managed Assets ($) | $1,113,000 | 407 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,796,000 | 196 |
| 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 | $508,000 | 319 |
| Number of Managed Accounts | $506,000 | 257 |
| Number of Non-Managed Accounts | $2,000 | 419 |
| Total fiduciary and related assets | $380,418,000 | 297 |
| Managed Assets ($) | $379,345,000 | 234 |
| Non-managed Assets ($) | $1,073,000 | 414 |
| Memoranda | ||
| Gross Fiduciary activities income | $880,000 | 199 |
| 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 | $508,000 | 379 |
| Number of Managed Accounts | $506,000 | 278 |
| Number of Non-Managed Accounts | $2,000 | 1,144 |
| Total fiduciary and related assets | $398,182,000 | 294 |
| Managed Assets ($) | $397,007,000 | 226 |
| Non-managed Assets ($) | $1,175,000 | 996 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,578,000 | 194 |
| 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 | $507,000 | 305 |
| Number of Managed Accounts | $505,000 | 249 |
| Number of Non-Managed Accounts | $2,000 | 404 |
| Total fiduciary and related assets | $399,096,000 | 294 |
| Managed Assets ($) | $397,908,000 | 228 |
| Non-managed Assets ($) | $1,188,000 | 398 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,664,000 | 193 |
| 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 | $508,000 | 308 |
| Number of Managed Accounts | $505,000 | 253 |
| Number of Non-Managed Accounts | $3,000 | 403 |
| Total fiduciary and related assets | $398,788,000 | 302 |
| Managed Assets ($) | $392,130,000 | 235 |
| Non-managed Assets ($) | $6,658,000 | 371 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,803,000 | 195 |
| 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 | $392,000 | 338 |
| Number of Managed Accounts | $389,000 | 291 |
| Number of Non-Managed Accounts | $3,000 | 403 |
| Total fiduciary and related assets | $380,467,000 | 302 |
| Managed Assets ($) | $373,894,000 | 235 |
| Non-managed Assets ($) | $6,573,000 | 374 |
| Memoranda | ||
| Gross Fiduciary activities income | $879,000 | 199 |
| 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 | $519,000 | 361 |
| Number of Managed Accounts | $515,000 | 273 |
| Number of Non-Managed Accounts | $4,000 | 1,095 |
| Total fiduciary and related assets | $365,210,000 | 305 |
| Managed Assets ($) | $364,087,000 | 237 |
| Non-managed Assets ($) | $1,123,000 | 1,015 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,374,000 | 191 |
| 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 | $522,000 | 306 |
| Number of Managed Accounts | $518,000 | 250 |
| Number of Non-Managed Accounts | $4,000 | 385 |
| Total fiduciary and related assets | $356,259,000 | 307 |
| Managed Assets ($) | $355,195,000 | 245 |
| Non-managed Assets ($) | $1,064,000 | 396 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,483,000 | 202 |
| 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 | $536,000 | 308 |
| Number of Managed Accounts | $532,000 | 252 |
| Number of Non-Managed Accounts | $4,000 | 388 |
| Total fiduciary and related assets | $351,248,000 | 313 |
| Managed Assets ($) | $348,047,000 | 247 |
| Non-managed Assets ($) | $3,201,000 | 379 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,640,000 | 208 |
| 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 | $532,000 | 311 |
| Number of Managed Accounts | $530,000 | 254 |
| Number of Non-Managed Accounts | $2,000 | 409 |
| Total fiduciary and related assets | $358,663,000 | 309 |
| Managed Assets ($) | $358,011,000 | 240 |
| Non-managed Assets ($) | $652,000 | 411 |
| Memoranda | ||
| Gross Fiduciary activities income | $755,000 | 218 |
| 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 | $468,000 | 396 |
| Number of Managed Accounts | $467,000 | 303 |
| Number of Non-Managed Accounts | $1,000 | 1,274 |
| Total fiduciary and related assets | $348,755,000 | 310 |
| Managed Assets ($) | $348,707,000 | 241 |
| Non-managed Assets ($) | $48,000 | 1,311 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,012,000 | 207 |
| 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 | $499,000 | 310 |
| Number of Managed Accounts | $498,000 | 259 |
| Number of Non-Managed Accounts | $1,000 | 408 |
| Total fiduciary and related assets | $348,224,000 | 301 |
| Managed Assets ($) | $348,177,000 | 239 |
| Non-managed Assets ($) | $47,000 | 410 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,218,000 | 207 |
| 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 | $508,000 | 312 |
| Number of Managed Accounts | $507,000 | 258 |
| Number of Non-Managed Accounts | $1,000 | 423 |
| Total fiduciary and related assets | $343,776,000 | 306 |
| Managed Assets ($) | $343,731,000 | 238 |
| Non-managed Assets ($) | $45,000 | 423 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,487,000 | 206 |
| 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 | $504,000 | 316 |
| Number of Managed Accounts | $503,000 | 260 |
| Number of Non-Managed Accounts | $1,000 | 422 |
| Total fiduciary and related assets | $337,049,000 | 307 |
| Managed Assets ($) | $337,004,000 | 240 |
| Non-managed Assets ($) | $45,000 | 426 |
| Memoranda | ||
| Gross Fiduciary activities income | $720,000 | 212 |
| 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 | $363,000 | 474 |
| Number of Managed Accounts | $361,000 | 352 |
| Number of Non-Managed Accounts | $2,000 | 1,214 |
| Total fiduciary and related assets | $346,427,000 | 305 |
| Managed Assets ($) | $346,382,000 | 234 |
| Non-managed Assets ($) | $45,000 | 1,317 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,976,000 | 204 |
| 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 | $355,000 | 347 |
| Number of Managed Accounts | $354,000 | 295 |
| Number of Non-Managed Accounts | $1,000 | 416 |
| Total fiduciary and related assets | $339,844,000 | 299 |
| Managed Assets ($) | $339,802,000 | 229 |
| Non-managed Assets ($) | $42,000 | 418 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,208,000 | 210 |
| 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 | $358,000 | 352 |
| Number of Managed Accounts | $357,000 | 294 |
| Number of Non-Managed Accounts | $1,000 | 424 |
| Total fiduciary and related assets | $343,650,000 | 298 |
| Managed Assets ($) | $343,608,000 | 229 |
| Non-managed Assets ($) | $42,000 | 426 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,471,000 | 210 |
| 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 | $363,000 | 353 |
| Number of Managed Accounts | $362,000 | 298 |
| Number of Non-Managed Accounts | $1,000 | 431 |
| Total fiduciary and related assets | $339,193,000 | 303 |
| Managed Assets ($) | $339,151,000 | 236 |
| Non-managed Assets ($) | $42,000 | 433 |
| Memoranda | ||
| Gross Fiduciary activities income | $728,000 | 209 |
| 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 | $356,000 | 495 |
| Number of Managed Accounts | $354,000 | 368 |
| Number of Non-Managed Accounts | $2,000 | 1,245 |
| Total fiduciary and related assets | $331,378,000 | 318 |
| Managed Assets ($) | $331,255,000 | 243 |
| Non-managed Assets ($) | $123,000 | 1,317 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,523,000 | 227 |
| 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 | $333,000 | 369 |
| Number of Managed Accounts | $331,000 | 314 |
| Number of Non-Managed Accounts | $2,000 | 425 |
| Total fiduciary and related assets | $313,103,000 | 326 |
| Managed Assets ($) | $312,992,000 | 249 |
| Non-managed Assets ($) | $111,000 | 440 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,878,000 | 235 |
| 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 | $336,000 | 374 |
| Number of Managed Accounts | $333,000 | 316 |
| Number of Non-Managed Accounts | $3,000 | 424 |
| Total fiduciary and related assets | $306,257,000 | 331 |
| Managed Assets ($) | $305,637,000 | 252 |
| Non-managed Assets ($) | $620,000 | 434 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,253,000 | 238 |
| 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 | $335,000 | 386 |
| Number of Managed Accounts | $333,000 | 326 |
| Number of Non-Managed Accounts | $2,000 | 443 |
| Total fiduciary and related assets | $283,693,000 | 339 |
| Managed Assets ($) | $283,605,000 | 261 |
| Non-managed Assets ($) | $88,000 | 452 |
| Memoranda | ||
| Gross Fiduciary activities income | $606,000 | 251 |
| 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 | $309,000 | 562 |
| Number of Managed Accounts | $308,000 | 424 |
| Number of Non-Managed Accounts | $1,000 | 1,350 |
| Total fiduciary and related assets | $289,227,000 | 342 |
| Managed Assets ($) | $289,193,000 | 263 |
| Non-managed Assets ($) | $34,000 | 1,412 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,516,000 | 245 |
| 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 | $349,000 | 493 |
| Number of Managed Accounts | $344,000 | 375 |
| Number of Non-Managed Accounts | $5,000 | 1,117 |
| Total fiduciary and related assets | $317,841,000 | 312 |
| Managed Assets ($) | $313,986,000 | 250 |
| Non-managed Assets ($) | $3,855,000 | 824 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,569,000 | 250 |
| 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 | $2,658,000 | 245 |
| 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 | $2,531,000 | 287 |
| 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 | $2,165,000 | 306 |
| 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 | $1,888,000 | 335 |
| 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 | $1,896,000 | 365 |
| 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 | $1,343,000 | 467 |
| 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 | $1,396,000 | 444 |
| 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 | $1,470,000 | 448 |
| 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 | $1,351,000 | 472 |