Home > Bank of Ann Arbor > Fiduciary and Related Services
Bank of Ann Arbor, Fiduciary and Related Services
| 2025-03-31 | 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 | $1,439,000 | 181 |
| Number of Managed Accounts | $1,364,000 | 155 |
| Number of Non-Managed Accounts | $75,000 | 224 |
| Total fiduciary and related assets | $2,252,308,000 | 179 |
| Managed Assets ($) | $1,814,371,000 | 160 |
| Non-managed Assets ($) | $437,937,000 | 162 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,575,000 | 215 |
| 2024-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 6 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,439,000 | 186 |
| Number of Managed Accounts | $1,365,000 | 155 |
| Number of Non-Managed Accounts | $74,000 | 306 |
| Total fiduciary and related assets | $2,251,095,000 | 181 |
| Managed Assets ($) | $1,807,366,000 | 163 |
| Non-managed Assets ($) | $443,729,000 | 164 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,203,000 | 205 |
| 2024-09-30 | 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 | $1,441,000 | 181 |
| Number of Managed Accounts | $1,369,000 | 153 |
| Number of Non-Managed Accounts | $72,000 | 227 |
| Total fiduciary and related assets | $2,271,764,000 | 177 |
| Managed Assets ($) | $1,824,711,000 | 163 |
| Non-managed Assets ($) | $447,053,000 | 157 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,478,000 | 209 |
| 2024-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 2 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,450,000 | 183 |
| Number of Managed Accounts | $1,377,000 | 154 |
| Number of Non-Managed Accounts | $73,000 | 255 |
| Total fiduciary and related assets | $2,198,985,000 | 180 |
| Managed Assets ($) | $1,764,164,000 | 161 |
| Non-managed Assets ($) | $434,821,000 | 163 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,891,000 | 209 |
| 2024-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 7 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,438,000 | 182 |
| Number of Managed Accounts | $1,366,000 | 154 |
| Number of Non-Managed Accounts | $72,000 | 223 |
| Total fiduciary and related assets | $2,188,925,000 | 182 |
| Managed Assets ($) | $1,767,134,000 | 160 |
| Non-managed Assets ($) | $421,791,000 | 162 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,404,000 | 195 |
| 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 | $1,433,000 | 183 |
| Number of Managed Accounts | $1,363,000 | 151 |
| Number of Non-Managed Accounts | $70,000 | 314 |
| Total fiduciary and related assets | $2,052,455,000 | 179 |
| Managed Assets ($) | $1,661,670,000 | 156 |
| Non-managed Assets ($) | $390,785,000 | 168 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,115,000 | 186 |
| 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 | $1,433,000 | 175 |
| Number of Managed Accounts | $1,364,000 | 147 |
| Number of Non-Managed Accounts | $69,000 | 225 |
| Total fiduciary and related assets | $1,912,091,000 | 179 |
| Managed Assets ($) | $1,561,277,000 | 158 |
| Non-managed Assets ($) | $350,814,000 | 164 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,785,000 | 188 |
| 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 | $1,425,000 | 178 |
| Number of Managed Accounts | $1,358,000 | 146 |
| Number of Non-Managed Accounts | $67,000 | 254 |
| Total fiduciary and related assets | $1,959,942,000 | 175 |
| Managed Assets ($) | $1,619,996,000 | 147 |
| Non-managed Assets ($) | $339,946,000 | 168 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,482,000 | 183 |
| 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 | $1,436,000 | 179 |
| Number of Managed Accounts | $1,367,000 | 151 |
| Number of Non-Managed Accounts | $69,000 | 230 |
| Total fiduciary and related assets | $1,918,747,000 | 183 |
| Managed Assets ($) | $1,591,630,000 | 156 |
| Non-managed Assets ($) | $327,117,000 | 173 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,214,000 | 189 |
| 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 | $1,427,000 | 184 |
| Number of Managed Accounts | $1,360,000 | 154 |
| Number of Non-Managed Accounts | $67,000 | 328 |
| Total fiduciary and related assets | $1,819,516,000 | 185 |
| Managed Assets ($) | $1,514,828,000 | 160 |
| Non-managed Assets ($) | $304,688,000 | 181 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,797,000 | 193 |
| 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 | $1,401,000 | 183 |
| Number of Managed Accounts | $1,331,000 | 158 |
| Number of Non-Managed Accounts | $70,000 | 231 |
| Total fiduciary and related assets | $1,668,958,000 | 187 |
| Managed Assets ($) | $1,384,417,000 | 163 |
| Non-managed Assets ($) | $284,541,000 | 181 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,557,000 | 192 |
| 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 | $1,395,000 | 164 |
| Number of Managed Accounts | $1,326,000 | 143 |
| Number of Non-Managed Accounts | $69,000 | 228 |
| Total fiduciary and related assets | $1,692,162,000 | 158 |
| Managed Assets ($) | $1,393,692,000 | 141 |
| Non-managed Assets ($) | $298,470,000 | 153 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,382,000 | 165 |
| 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 | $1,391,000 | 163 |
| Number of Managed Accounts | $1,318,000 | 141 |
| Number of Non-Managed Accounts | $73,000 | 202 |
| Total fiduciary and related assets | $1,880,219,000 | 160 |
| Managed Assets ($) | $1,540,553,000 | 143 |
| Non-managed Assets ($) | $339,666,000 | 145 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,222,000 | 163 |
| 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 | $1,392,000 | 168 |
| Number of Managed Accounts | $1,320,000 | 144 |
| Number of Non-Managed Accounts | $72,000 | 299 |
| Total fiduciary and related assets | $1,974,778,000 | 161 |
| Managed Assets ($) | $1,611,344,000 | 142 |
| Non-managed Assets ($) | $363,434,000 | 151 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,904,000 | 165 |
| 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 | $1,385,000 | 167 |
| Number of Managed Accounts | $1,312,000 | 146 |
| Number of Non-Managed Accounts | $73,000 | 209 |
| Total fiduciary and related assets | $1,884,434,000 | 161 |
| Managed Assets ($) | $1,535,924,000 | 146 |
| Non-managed Assets ($) | $348,510,000 | 145 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,589,000 | 165 |
| 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 | $1,365,000 | 172 |
| Number of Managed Accounts | $1,291,000 | 151 |
| Number of Non-Managed Accounts | $74,000 | 223 |
| Total fiduciary and related assets | $1,868,628,000 | 164 |
| Managed Assets ($) | $1,510,452,000 | 146 |
| Non-managed Assets ($) | $358,176,000 | 144 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,323,000 | 165 |
| 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 | $1,361,000 | 170 |
| Number of Managed Accounts | $1,287,000 | 147 |
| Number of Non-Managed Accounts | $74,000 | 209 |
| Total fiduciary and related assets | $1,781,112,000 | 164 |
| Managed Assets ($) | $1,449,107,000 | 146 |
| Non-managed Assets ($) | $332,005,000 | 147 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,138,000 | 167 |
| 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 | $1,371,000 | 174 |
| Number of Managed Accounts | $1,298,000 | 150 |
| Number of Non-Managed Accounts | $73,000 | 305 |
| Total fiduciary and related assets | $1,760,995,000 | 161 |
| Managed Assets ($) | $1,426,699,000 | 145 |
| Non-managed Assets ($) | $334,296,000 | 152 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,709,000 | 168 |
| 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 | $1,354,000 | 173 |
| Number of Managed Accounts | $1,283,000 | 150 |
| Number of Non-Managed Accounts | $71,000 | 213 |
| Total fiduciary and related assets | $1,619,704,000 | 159 |
| Managed Assets ($) | $1,327,043,000 | 143 |
| Non-managed Assets ($) | $292,661,000 | 151 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,628,000 | 170 |
| 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 | $1,380,000 | 175 |
| Number of Managed Accounts | $1,308,000 | 151 |
| Number of Non-Managed Accounts | $72,000 | 227 |
| Total fiduciary and related assets | $1,542,958,000 | 162 |
| Managed Assets ($) | $1,270,688,000 | 146 |
| Non-managed Assets ($) | $272,270,000 | 159 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,631,000 | 174 |
| 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 | $1,389,000 | 172 |
| Number of Managed Accounts | $1,317,000 | 146 |
| Number of Non-Managed Accounts | $72,000 | 216 |
| Total fiduciary and related assets | $1,367,746,000 | 164 |
| Managed Assets ($) | $1,138,315,000 | 149 |
| Non-managed Assets ($) | $229,431,000 | 161 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,823,000 | 176 |
| 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 | $1,389,000 | 178 |
| Number of Managed Accounts | $1,322,000 | 150 |
| Number of Non-Managed Accounts | $67,000 | 333 |
| Total fiduciary and related assets | $1,523,221,000 | 169 |
| Managed Assets ($) | $1,291,746,000 | 148 |
| Non-managed Assets ($) | $231,475,000 | 168 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,394,000 | 173 |
| 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 | $1,355,000 | 171 |
| Number of Managed Accounts | $1,289,000 | 147 |
| Number of Non-Managed Accounts | $66,000 | 222 |
| Total fiduciary and related assets | $1,447,416,000 | 171 |
| Managed Assets ($) | $1,232,429,000 | 150 |
| Non-managed Assets ($) | $214,987,000 | 169 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,483,000 | 172 |
| 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 | $987,000 | 222 |
| Number of Managed Accounts | $919,000 | 194 |
| Number of Non-Managed Accounts | $68,000 | 229 |
| Total fiduciary and related assets | $1,470,205,000 | 169 |
| Managed Assets ($) | $1,249,924,000 | 147 |
| Non-managed Assets ($) | $220,281,000 | 169 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,615,000 | 170 |
| 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 | $1,320,000 | 178 |
| Number of Managed Accounts | $1,252,000 | 151 |
| Number of Non-Managed Accounts | $68,000 | 230 |
| Total fiduciary and related assets | $1,443,713,000 | 169 |
| Managed Assets ($) | $1,231,534,000 | 147 |
| Non-managed Assets ($) | $212,179,000 | 168 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,778,000 | 172 |
| 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 | $1,328,000 | 181 |
| Number of Managed Accounts | $1,259,000 | 153 |
| Number of Non-Managed Accounts | $69,000 | 332 |
| Total fiduciary and related assets | $1,342,793,000 | 167 |
| Managed Assets ($) | $1,149,166,000 | 145 |
| Non-managed Assets ($) | $193,627,000 | 176 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,061,000 | 173 |
| 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 | $1,335,000 | 171 |
| Number of Managed Accounts | $1,263,000 | 149 |
| Number of Non-Managed Accounts | $72,000 | 226 |
| Total fiduciary and related assets | $1,460,749,000 | 166 |
| Managed Assets ($) | $1,244,004,000 | 144 |
| Non-managed Assets ($) | $216,745,000 | 173 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,268,000 | 173 |
| 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 | $1,301,000 | 178 |
| Number of Managed Accounts | $1,223,000 | 153 |
| Number of Non-Managed Accounts | $78,000 | 218 |
| Total fiduciary and related assets | $1,377,064,000 | 168 |
| Managed Assets ($) | $1,157,793,000 | 147 |
| Non-managed Assets ($) | $219,271,000 | 176 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,455,000 | 175 |
| 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 | $1,268,000 | 182 |
| Number of Managed Accounts | $1,190,000 | 155 |
| Number of Non-Managed Accounts | $78,000 | 222 |
| Total fiduciary and related assets | $1,260,568,000 | 176 |
| Managed Assets ($) | $1,049,391,000 | 153 |
| Non-managed Assets ($) | $211,177,000 | 179 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,679,000 | 181 |
| 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 | $1,217,000 | 193 |
| Number of Managed Accounts | $1,138,000 | 162 |
| Number of Non-Managed Accounts | $79,000 | 304 |
| Total fiduciary and related assets | $1,244,980,000 | 178 |
| Managed Assets ($) | $994,916,000 | 161 |
| Non-managed Assets ($) | $250,064,000 | 170 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,912,000 | 191 |
| 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 | $1,189,000 | 190 |
| Number of Managed Accounts | $1,109,000 | 162 |
| Number of Non-Managed Accounts | $80,000 | 211 |
| Total fiduciary and related assets | $1,203,277,000 | 181 |
| Managed Assets ($) | $956,091,000 | 162 |
| Non-managed Assets ($) | $247,186,000 | 171 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,313,000 | 192 |
| 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 | $1,192,000 | 188 |
| Number of Managed Accounts | $1,111,000 | 159 |
| Number of Non-Managed Accounts | $81,000 | 212 |
| Total fiduciary and related assets | $1,141,684,000 | 179 |
| Managed Assets ($) | $909,680,000 | 159 |
| Non-managed Assets ($) | $232,004,000 | 172 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,796,000 | 193 |
| 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 | $1,183,000 | 186 |
| Number of Managed Accounts | $1,103,000 | 160 |
| Number of Non-Managed Accounts | $80,000 | 213 |
| Total fiduciary and related assets | $1,116,453,000 | 182 |
| Managed Assets ($) | $890,302,000 | 159 |
| Non-managed Assets ($) | $226,151,000 | 169 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,323,000 | 199 |
| 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 | $1,165,000 | 188 |
| Number of Managed Accounts | $1,086,000 | 162 |
| Number of Non-Managed Accounts | $79,000 | 320 |
| Total fiduciary and related assets | $1,064,092,000 | 184 |
| Managed Assets ($) | $851,730,000 | 160 |
| Non-managed Assets ($) | $212,362,000 | 167 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,876,000 | 202 |
| 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 | $1,122,000 | 193 |
| Number of Managed Accounts | $1,042,000 | 165 |
| Number of Non-Managed Accounts | $80,000 | 218 |
| Total fiduciary and related assets | $1,013,538,000 | 187 |
| Managed Assets ($) | $806,305,000 | 166 |
| Non-managed Assets ($) | $207,233,000 | 168 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,544,000 | 206 |
| 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 | $1,129,000 | 195 |
| Number of Managed Accounts | $1,049,000 | 166 |
| Number of Non-Managed Accounts | $80,000 | 219 |
| Total fiduciary and related assets | $949,818,000 | 196 |
| Managed Assets ($) | $761,709,000 | 174 |
| Non-managed Assets ($) | $188,109,000 | 179 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,289,000 | 210 |
| 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 | $1,096,000 | 197 |
| Number of Managed Accounts | $1,025,000 | 165 |
| Number of Non-Managed Accounts | $71,000 | 234 |
| Total fiduciary and related assets | $921,267,000 | 197 |
| Managed Assets ($) | $734,572,000 | 174 |
| Non-managed Assets ($) | $186,695,000 | 176 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,116,000 | 213 |
| 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 | $1,054,000 | 208 |
| Number of Managed Accounts | $981,000 | 169 |
| Number of Non-Managed Accounts | $73,000 | 342 |
| Total fiduciary and related assets | $903,162,000 | 198 |
| Managed Assets ($) | $726,063,000 | 176 |
| Non-managed Assets ($) | $177,099,000 | 185 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,548,000 | 215 |
| 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 | $1,015,000 | 206 |
| Number of Managed Accounts | $948,000 | 177 |
| Number of Non-Managed Accounts | $67,000 | 236 |
| Total fiduciary and related assets | $830,792,000 | 204 |
| Managed Assets ($) | $677,345,000 | 175 |
| Non-managed Assets ($) | $153,447,000 | 189 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,378,000 | 220 |
| 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 | $1,000,000 | 212 |
| Number of Managed Accounts | $924,000 | 182 |
| Number of Non-Managed Accounts | $76,000 | 223 |
| Total fiduciary and related assets | $879,279,000 | 203 |
| Managed Assets ($) | $696,819,000 | 177 |
| Non-managed Assets ($) | $182,460,000 | 180 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,242,000 | 223 |
| 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 | $943,000 | 217 |
| Number of Managed Accounts | $864,000 | 187 |
| Number of Non-Managed Accounts | $79,000 | 217 |
| Total fiduciary and related assets | $898,876,000 | 203 |
| Managed Assets ($) | $696,207,000 | 178 |
| Non-managed Assets ($) | $202,669,000 | 175 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,076,000 | 227 |
| 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 | $928,000 | 229 |
| Number of Managed Accounts | $850,000 | 194 |
| Number of Non-Managed Accounts | $78,000 | 344 |
| Total fiduciary and related assets | $864,625,000 | 201 |
| Managed Assets ($) | $672,212,000 | 183 |
| Non-managed Assets ($) | $192,413,000 | 178 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,090,000 | 224 |
| 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 | $915,000 | 226 |
| Number of Managed Accounts | $836,000 | 193 |
| Number of Non-Managed Accounts | $79,000 | 222 |
| Total fiduciary and related assets | $867,875,000 | 199 |
| Managed Assets ($) | $657,932,000 | 182 |
| Non-managed Assets ($) | $209,943,000 | 168 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,034,000 | 224 |
| 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 | $877,000 | 230 |
| Number of Managed Accounts | $801,000 | 200 |
| Number of Non-Managed Accounts | $76,000 | 225 |
| Total fiduciary and related assets | $854,847,000 | 198 |
| Managed Assets ($) | $647,824,000 | 182 |
| Non-managed Assets ($) | $207,023,000 | 171 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,001,000 | 226 |
| 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 | $855,000 | 237 |
| Number of Managed Accounts | $779,000 | 199 |
| Number of Non-Managed Accounts | $76,000 | 231 |
| Total fiduciary and related assets | $813,270,000 | 200 |
| Managed Assets ($) | $624,605,000 | 183 |
| Non-managed Assets ($) | $188,665,000 | 178 |
| Memoranda | ||
| Gross Fiduciary activities income | $995,000 | 234 |
| 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 | $804,000 | 259 |
| Number of Managed Accounts | $726,000 | 216 |
| Number of Non-Managed Accounts | $78,000 | 359 |
| Total fiduciary and related assets | $792,341,000 | 200 |
| Managed Assets ($) | $605,497,000 | 184 |
| Non-managed Assets ($) | $186,844,000 | 179 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,750,000 | 226 |
| 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 | $811,000 | 241 |
| Number of Managed Accounts | $741,000 | 205 |
| Number of Non-Managed Accounts | $70,000 | 235 |
| Total fiduciary and related assets | $748,380,000 | 198 |
| Managed Assets ($) | $580,494,000 | 182 |
| Non-managed Assets ($) | $167,886,000 | 180 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,790,000 | 226 |
| 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 | $805,000 | 239 |
| Number of Managed Accounts | $733,000 | 201 |
| Number of Non-Managed Accounts | $72,000 | 235 |
| Total fiduciary and related assets | $722,858,000 | 198 |
| Managed Assets ($) | $564,920,000 | 179 |
| Non-managed Assets ($) | $157,938,000 | 188 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,852,000 | 223 |
| 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 | $688,000 | 270 |
| Number of Managed Accounts | $619,000 | 234 |
| Number of Non-Managed Accounts | $69,000 | 242 |
| Total fiduciary and related assets | $705,829,000 | 200 |
| Managed Assets ($) | $553,141,000 | 184 |
| Non-managed Assets ($) | $152,688,000 | 190 |
| Memoranda | ||
| Gross Fiduciary activities income | $909,000 | 224 |
| 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 | $688,000 | 289 |
| Number of Managed Accounts | $619,000 | 244 |
| Number of Non-Managed Accounts | $69,000 | 403 |
| Total fiduciary and related assets | $654,421,000 | 209 |
| Managed Assets ($) | $511,341,000 | 189 |
| Non-managed Assets ($) | $143,080,000 | 202 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,459,000 | 223 |
| 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 | $703,000 | 260 |
| Number of Managed Accounts | $634,000 | 220 |
| Number of Non-Managed Accounts | $69,000 | 233 |
| Total fiduciary and related assets | $650,648,000 | 207 |
| Managed Assets ($) | $516,076,000 | 187 |
| Non-managed Assets ($) | $134,572,000 | 194 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,537,000 | 223 |
| 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 | $686,000 | 255 |
| Number of Managed Accounts | $617,000 | 223 |
| Number of Non-Managed Accounts | $69,000 | 229 |
| Total fiduciary and related assets | $616,715,000 | 208 |
| Managed Assets ($) | $490,136,000 | 187 |
| Non-managed Assets ($) | $126,579,000 | 199 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,683,000 | 224 |
| 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 | $675,000 | 262 |
| Number of Managed Accounts | $607,000 | 226 |
| Number of Non-Managed Accounts | $68,000 | 228 |
| Total fiduciary and related assets | $624,895,000 | 205 |
| Managed Assets ($) | $499,964,000 | 189 |
| Non-managed Assets ($) | $124,931,000 | 191 |
| Memoranda | ||
| Gross Fiduciary activities income | $847,000 | 226 |
| 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 | $670,000 | 294 |
| Number of Managed Accounts | $603,000 | 240 |
| Number of Non-Managed Accounts | $67,000 | 415 |
| Total fiduciary and related assets | $586,304,000 | 209 |
| Managed Assets ($) | $470,848,000 | 192 |
| Non-managed Assets ($) | $115,456,000 | 207 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,170,000 | 195 |
| 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 | $659,000 | 263 |
| Number of Managed Accounts | $594,000 | 227 |
| Number of Non-Managed Accounts | $65,000 | 240 |
| Total fiduciary and related assets | $543,421,000 | 213 |
| Managed Assets ($) | $406,954,000 | 214 |
| Non-managed Assets ($) | $136,467,000 | 187 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,405,000 | 195 |
| 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 | $672,000 | 263 |
| Number of Managed Accounts | $605,000 | 223 |
| Number of Non-Managed Accounts | $67,000 | 244 |
| Total fiduciary and related assets | $606,281,000 | 212 |
| Managed Assets ($) | $450,338,000 | 199 |
| Non-managed Assets ($) | $155,943,000 | 178 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,618,000 | 195 |
| 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 | $688,000 | 260 |
| Number of Managed Accounts | $622,000 | 220 |
| Number of Non-Managed Accounts | $66,000 | 247 |
| Total fiduciary and related assets | $597,805,000 | 214 |
| Managed Assets ($) | $484,084,000 | 182 |
| Non-managed Assets ($) | $113,721,000 | 204 |
| Memoranda | ||
| Gross Fiduciary activities income | $834,000 | 195 |
| 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 | $662,000 | 299 |
| Number of Managed Accounts | $603,000 | 240 |
| Number of Non-Managed Accounts | $59,000 | 470 |
| Total fiduciary and related assets | $569,547,000 | 217 |
| Managed Assets ($) | $427,761,000 | 202 |
| Non-managed Assets ($) | $141,786,000 | 198 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,933,000 | 201 |
| 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 | $681,000 | 264 |
| Number of Managed Accounts | $619,000 | 220 |
| Number of Non-Managed Accounts | $62,000 | 247 |
| Total fiduciary and related assets | $555,556,000 | 220 |
| Managed Assets ($) | $427,289,000 | 195 |
| Non-managed Assets ($) | $128,267,000 | 194 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,190,000 | 201 |
| 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 | $688,000 | 264 |
| Number of Managed Accounts | $626,000 | 217 |
| Number of Non-Managed Accounts | $62,000 | 252 |
| Total fiduciary and related assets | $518,492,000 | 219 |
| Managed Assets ($) | $403,737,000 | 200 |
| Non-managed Assets ($) | $114,755,000 | 204 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,467,000 | 202 |
| 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 | $693,000 | 262 |
| Number of Managed Accounts | $632,000 | 218 |
| Number of Non-Managed Accounts | $61,000 | 253 |
| Total fiduciary and related assets | $544,401,000 | 224 |
| Managed Assets ($) | $420,252,000 | 199 |
| Non-managed Assets ($) | $124,149,000 | 202 |
| Memoranda | ||
| Gross Fiduciary activities income | $721,000 | 211 |
| 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 | $696,000 | 297 |
| Number of Managed Accounts | $635,000 | 236 |
| Number of Non-Managed Accounts | $61,000 | 467 |
| Total fiduciary and related assets | $529,712,000 | 227 |
| Managed Assets ($) | $411,204,000 | 206 |
| Non-managed Assets ($) | $118,508,000 | 215 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,960,000 | 202 |
| 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 | $674,000 | 265 |
| Number of Managed Accounts | $622,000 | 224 |
| Number of Non-Managed Accounts | $52,000 | 252 |
| Total fiduciary and related assets | $515,586,000 | 226 |
| Managed Assets ($) | $405,152,000 | 206 |
| Non-managed Assets ($) | $110,434,000 | 205 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,216,000 | 197 |
| 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 | $679,000 | 264 |
| Number of Managed Accounts | $628,000 | 224 |
| Number of Non-Managed Accounts | $51,000 | 264 |
| Total fiduciary and related assets | $467,197,000 | 234 |
| Managed Assets ($) | $378,572,000 | 211 |
| Non-managed Assets ($) | $88,625,000 | 209 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,484,000 | 200 |
| 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 | $668,000 | 269 |
| Number of Managed Accounts | $612,000 | 225 |
| Number of Non-Managed Accounts | $56,000 | 255 |
| Total fiduciary and related assets | $436,046,000 | 235 |
| Managed Assets ($) | $390,484,000 | 198 |
| Non-managed Assets ($) | $45,562,000 | 256 |
| Memoranda | ||
| Gross Fiduciary activities income | $751,000 | 196 |
| 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 | $664,000 | 313 |
| Number of Managed Accounts | $610,000 | 246 |
| Number of Non-Managed Accounts | $54,000 | 522 |
| Total fiduciary and related assets | $454,398,000 | 237 |
| Managed Assets ($) | $403,131,000 | 201 |
| Non-managed Assets ($) | $51,267,000 | 313 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,101,000 | 201 |
| 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 | $631,000 | 279 |
| Number of Managed Accounts | $581,000 | 236 |
| Number of Non-Managed Accounts | $50,000 | 277 |
| Total fiduciary and related assets | $518,181,000 | 232 |
| Managed Assets ($) | $456,922,000 | 193 |
| Non-managed Assets ($) | $61,259,000 | 256 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,395,000 | 205 |
| 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 | $586,000 | 294 |
| Number of Managed Accounts | $565,000 | 240 |
| Number of Non-Managed Accounts | $21,000 | 339 |
| Total fiduciary and related assets | $509,876,000 | 247 |
| Managed Assets ($) | $502,634,000 | 190 |
| Non-managed Assets ($) | $7,242,000 | 368 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,596,000 | 209 |
| 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 | $561,000 | 301 |
| Number of Managed Accounts | $540,000 | 246 |
| Number of Non-Managed Accounts | $21,000 | 343 |
| Total fiduciary and related assets | $471,796,000 | 266 |
| Managed Assets ($) | $463,261,000 | 211 |
| Non-managed Assets ($) | $8,535,000 | 370 |
| Memoranda | ||
| Gross Fiduciary activities income | $794,000 | 215 |
| 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 | $553,000 | 352 |
| Number of Managed Accounts | $524,000 | 275 |
| Number of Non-Managed Accounts | $29,000 | 688 |
| Total fiduciary and related assets | $478,329,000 | 272 |
| Managed Assets ($) | $467,774,000 | 210 |
| Non-managed Assets ($) | $10,555,000 | 645 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,905,000 | 223 |
| 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 | $512,000 | 303 |
| Number of Managed Accounts | $492,000 | 255 |
| Number of Non-Managed Accounts | $20,000 | 333 |
| Total fiduciary and related assets | $479,227,000 | 269 |
| Managed Assets ($) | $470,529,000 | 211 |
| Non-managed Assets ($) | $8,698,000 | 356 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,158,000 | 220 |
| 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 | $481,000 | 311 |
| Number of Managed Accounts | $457,000 | 263 |
| Number of Non-Managed Accounts | $24,000 | 335 |
| Total fiduciary and related assets | $466,850,000 | 280 |
| Managed Assets ($) | $449,464,000 | 224 |
| Non-managed Assets ($) | $17,386,000 | 331 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,426,000 | 227 |
| 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 | $485,000 | 312 |
| Number of Managed Accounts | $447,000 | 270 |
| Number of Non-Managed Accounts | $38,000 | 303 |
| Total fiduciary and related assets | $451,825,000 | 279 |
| Managed Assets ($) | $432,439,000 | 216 |
| Non-managed Assets ($) | $19,386,000 | 332 |
| Memoranda | ||
| Gross Fiduciary activities income | $706,000 | 229 |
| 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 | $471,000 | 388 |
| Number of Managed Accounts | $441,000 | 301 |
| Number of Non-Managed Accounts | $30,000 | 688 |
| Total fiduciary and related assets | $431,438,000 | 284 |
| Managed Assets ($) | $411,958,000 | 223 |
| Non-managed Assets ($) | $19,480,000 | 526 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,532,000 | 227 |
| 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 | $472,000 | 316 |
| Number of Managed Accounts | $437,000 | 272 |
| Number of Non-Managed Accounts | $35,000 | 305 |
| Total fiduciary and related assets | $418,070,000 | 288 |
| Managed Assets ($) | $399,060,000 | 229 |
| Non-managed Assets ($) | $19,010,000 | 329 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,876,000 | 237 |
| 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 | $451,000 | 327 |
| Number of Managed Accounts | $415,000 | 283 |
| Number of Non-Managed Accounts | $36,000 | 314 |
| Total fiduciary and related assets | $391,203,000 | 295 |
| Managed Assets ($) | $373,552,000 | 239 |
| Non-managed Assets ($) | $17,651,000 | 335 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,246,000 | 244 |
| 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 | $436,000 | 333 |
| Number of Managed Accounts | $406,000 | 291 |
| Number of Non-Managed Accounts | $30,000 | 326 |
| Total fiduciary and related assets | $388,326,000 | 299 |
| Managed Assets ($) | $370,919,000 | 237 |
| Non-managed Assets ($) | $17,407,000 | 339 |
| Memoranda | ||
| Gross Fiduciary activities income | $626,000 | 244 |
| 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 | $418,000 | 432 |
| Number of Managed Accounts | $389,000 | 349 |
| Number of Non-Managed Accounts | $29,000 | 722 |
| Total fiduciary and related assets | $370,043,000 | 304 |
| Managed Assets ($) | $354,655,000 | 240 |
| Non-managed Assets ($) | $15,388,000 | 555 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,132,000 | 260 |
| 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 | $400,000 | 331 |
| Number of Managed Accounts | $371,000 | 290 |
| Number of Non-Managed Accounts | $29,000 | 324 |
| Total fiduciary and related assets | $369,691,000 | 296 |
| Managed Assets ($) | $353,960,000 | 236 |
| Non-managed Assets ($) | $15,731,000 | 336 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,551,000 | 262 |
| 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 | $453,000 | 326 |
| Number of Managed Accounts | $420,000 | 285 |
| Number of Non-Managed Accounts | $33,000 | 326 |
| Total fiduciary and related assets | $366,071,000 | 297 |
| Managed Assets ($) | $348,470,000 | 237 |
| Non-managed Assets ($) | $17,601,000 | 342 |
| Memoranda | ||
| Gross Fiduciary activities income | $993,000 | 267 |
| 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 | $338,000 | 361 |
| Number of Managed Accounts | $309,000 | 318 |
| Number of Non-Managed Accounts | $29,000 | 335 |
| Total fiduciary and related assets | $310,031,000 | 319 |
| Managed Assets ($) | $296,537,000 | 257 |
| Non-managed Assets ($) | $13,494,000 | 356 |
| Memoranda | ||
| Gross Fiduciary activities income | $452,000 | 282 |
| 2004-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $329,000 | 505 |
| Number of Managed Accounts | $298,000 | 405 |
| Number of Non-Managed Accounts | $31,000 | 719 |
| Total fiduciary and related assets | $302,328,000 | 331 |
| Managed Assets ($) | $289,203,000 | 263 |
| Non-managed Assets ($) | $13,125,000 | 579 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,689,000 | 285 |
| 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 | $311,000 | 357 |
| Number of Managed Accounts | $281,000 | 316 |
| Number of Non-Managed Accounts | $30,000 | 329 |
| Total fiduciary and related assets | $279,309,000 | 339 |
| Managed Assets ($) | $266,844,000 | 270 |
| Non-managed Assets ($) | $12,465,000 | 347 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,266,000 | 288 |
| 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 | $300,000 | 364 |
| Number of Managed Accounts | $269,000 | 322 |
| Number of Non-Managed Accounts | $31,000 | 337 |
| Total fiduciary and related assets | $259,157,000 | 353 |
| Managed Assets ($) | $247,200,000 | 281 |
| Non-managed Assets ($) | $11,957,000 | 361 |
| Memoranda | ||
| Gross Fiduciary activities income | $828,000 | 293 |
| 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 | $291,000 | 368 |
| Number of Managed Accounts | $260,000 | 328 |
| Number of Non-Managed Accounts | $31,000 | 345 |
| Total fiduciary and related assets | $268,125,000 | 350 |
| Managed Assets ($) | $256,222,000 | 275 |
| Non-managed Assets ($) | $11,903,000 | 366 |
| Memoranda | ||
| Gross Fiduciary activities income | $422,000 | 288 |
| 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 | $289,000 | 551 |
| Number of Managed Accounts | $258,000 | 454 |
| Number of Non-Managed Accounts | $31,000 | 745 |
| Total fiduciary and related assets | $235,266,000 | 387 |
| Managed Assets ($) | $224,190,000 | 313 |
| Non-managed Assets ($) | $11,076,000 | 639 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,395,000 | 323 |
| 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 | $265,000 | 383 |
| Number of Managed Accounts | $235,000 | 346 |
| Number of Non-Managed Accounts | $30,000 | 349 |
| Total fiduciary and related assets | $222,012,000 | 370 |
| Managed Assets ($) | $211,805,000 | 306 |
| Non-managed Assets ($) | $10,207,000 | 378 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,023,000 | 332 |
| 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 | $260,000 | 390 |
| Number of Managed Accounts | $231,000 | 353 |
| Number of Non-Managed Accounts | $29,000 | 358 |
| Total fiduciary and related assets | $218,679,000 | 372 |
| Managed Assets ($) | $209,768,000 | 310 |
| Non-managed Assets ($) | $8,911,000 | 388 |
| Memoranda | ||
| Gross Fiduciary activities income | $667,000 | 340 |
| 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 | $246,000 | 408 |
| Number of Managed Accounts | $216,000 | 365 |
| Number of Non-Managed Accounts | $30,000 | 365 |
| Total fiduciary and related assets | $199,041,000 | 387 |
| Managed Assets ($) | $190,710,000 | 327 |
| Non-managed Assets ($) | $8,331,000 | 396 |
| Memoranda | ||
| Gross Fiduciary activities income | $349,000 | 339 |
| 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 | $252,000 | 627 |
| Number of Managed Accounts | $222,000 | 522 |
| Number of Non-Managed Accounts | $30,000 | 761 |
| Total fiduciary and related assets | $196,029,000 | 419 |
| Managed Assets ($) | $189,096,000 | 343 |
| Non-managed Assets ($) | $6,933,000 | 727 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,207,000 | 370 |
| 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 | $223,000 | 638 |
| Number of Managed Accounts | $194,000 | 541 |
| Number of Non-Managed Accounts | $29,000 | 739 |
| Total fiduciary and related assets | $168,760,000 | 425 |
| Managed Assets ($) | $160,413,000 | 361 |
| Non-managed Assets ($) | $8,347,000 | 658 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,026,000 | 416 |
| 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 | $744,000 | 487 |
| 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 | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |