Home > Bank of Stockton > Fiduciary and Related Services
Bank of Stockton, 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 | $944,000 | 258 |
| Number of Managed Accounts | $917,000 | 221 |
| Number of Non-Managed Accounts | $27,000 | 483 |
| Total fiduciary and related assets | $1,149,332,000 | 229 |
| Managed Assets ($) | $1,004,094,000 | 205 |
| Non-managed Assets ($) | $145,238,000 | 245 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,444,000 | 233 |
| 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 | $939,000 | 236 |
| Number of Managed Accounts | $910,000 | 206 |
| Number of Non-Managed Accounts | $29,000 | 285 |
| Total fiduciary and related assets | $1,160,447,000 | 225 |
| Managed Assets ($) | $938,148,000 | 209 |
| Non-managed Assets ($) | $222,299,000 | 186 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,869,000 | 234 |
| 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 | $941,000 | 247 |
| Number of Managed Accounts | $907,000 | 216 |
| Number of Non-Managed Accounts | $34,000 | 321 |
| Total fiduciary and related assets | $1,181,383,000 | 219 |
| Managed Assets ($) | $956,844,000 | 206 |
| Non-managed Assets ($) | $224,539,000 | 195 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,076,000 | 233 |
| 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 | $931,000 | 243 |
| Number of Managed Accounts | $899,000 | 213 |
| Number of Non-Managed Accounts | $32,000 | 288 |
| Total fiduciary and related assets | $1,105,800,000 | 234 |
| Managed Assets ($) | $880,075,000 | 224 |
| Non-managed Assets ($) | $225,725,000 | 192 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,486,000 | 243 |
| 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 | $899,000 | 267 |
| Number of Managed Accounts | $869,000 | 231 |
| Number of Non-Managed Accounts | $30,000 | 486 |
| Total fiduciary and related assets | $1,039,171,000 | 237 |
| Managed Assets ($) | $817,445,000 | 232 |
| Non-managed Assets ($) | $221,726,000 | 202 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,554,000 | 238 |
| 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 | $862,000 | 257 |
| Number of Managed Accounts | $834,000 | 227 |
| Number of Non-Managed Accounts | $28,000 | 305 |
| Total fiduciary and related assets | $1,007,045,000 | 232 |
| Managed Assets ($) | $762,409,000 | 231 |
| Non-managed Assets ($) | $244,636,000 | 191 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,110,000 | 236 |
| 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 | $842,000 | 239 |
| Number of Managed Accounts | $813,000 | 217 |
| Number of Non-Managed Accounts | $29,000 | 313 |
| Total fiduciary and related assets | $1,013,476,000 | 202 |
| Managed Assets ($) | $767,106,000 | 200 |
| Non-managed Assets ($) | $246,370,000 | 168 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,645,000 | 201 |
| 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 | $834,000 | 228 |
| Number of Managed Accounts | $805,000 | 210 |
| Number of Non-Managed Accounts | $29,000 | 270 |
| Total fiduciary and related assets | $1,132,902,000 | 202 |
| Managed Assets ($) | $850,323,000 | 199 |
| Non-managed Assets ($) | $282,579,000 | 160 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,192,000 | 169 |
| 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 | $816,000 | 248 |
| Number of Managed Accounts | $787,000 | 225 |
| Number of Non-Managed Accounts | $29,000 | 478 |
| Total fiduciary and related assets | $1,156,575,000 | 208 |
| Managed Assets ($) | $860,617,000 | 205 |
| Non-managed Assets ($) | $295,958,000 | 170 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,196,000 | 215 |
| 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 | $805,000 | 232 |
| Number of Managed Accounts | $776,000 | 213 |
| Number of Non-Managed Accounts | $29,000 | 271 |
| Total fiduciary and related assets | $1,074,938,000 | 214 |
| Managed Assets ($) | $831,856,000 | 202 |
| Non-managed Assets ($) | $243,082,000 | 170 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,643,000 | 212 |
| 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 | $816,000 | 245 |
| Number of Managed Accounts | $779,000 | 226 |
| Number of Non-Managed Accounts | $37,000 | 290 |
| Total fiduciary and related assets | $1,087,345,000 | 212 |
| Managed Assets ($) | $842,768,000 | 201 |
| Non-managed Assets ($) | $244,577,000 | 176 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,042,000 | 211 |
| 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 | $814,000 | 234 |
| Number of Managed Accounts | $776,000 | 218 |
| Number of Non-Managed Accounts | $38,000 | 256 |
| Total fiduciary and related assets | $1,029,336,000 | 216 |
| Managed Assets ($) | $788,543,000 | 202 |
| Non-managed Assets ($) | $240,793,000 | 168 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,566,000 | 210 |
| 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 | $821,000 | 251 |
| Number of Managed Accounts | $771,000 | 228 |
| Number of Non-Managed Accounts | $50,000 | 388 |
| Total fiduciary and related assets | $994,165,000 | 218 |
| Managed Assets ($) | $753,538,000 | 207 |
| Non-managed Assets ($) | $240,627,000 | 175 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,331,000 | 215 |
| 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 | $805,000 | 231 |
| Number of Managed Accounts | $758,000 | 215 |
| Number of Non-Managed Accounts | $47,000 | 241 |
| Total fiduciary and related assets | $938,696,000 | 210 |
| Managed Assets ($) | $704,211,000 | 202 |
| Non-managed Assets ($) | $234,485,000 | 165 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,986,000 | 211 |
| 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 | $800,000 | 247 |
| Number of Managed Accounts | $753,000 | 222 |
| Number of Non-Managed Accounts | $47,000 | 265 |
| Total fiduciary and related assets | $884,901,000 | 219 |
| Managed Assets ($) | $670,334,000 | 210 |
| Non-managed Assets ($) | $214,567,000 | 176 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,531,000 | 218 |
| 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 | $798,000 | 232 |
| Number of Managed Accounts | $748,000 | 215 |
| Number of Non-Managed Accounts | $50,000 | 239 |
| Total fiduciary and related assets | $808,514,000 | 213 |
| Managed Assets ($) | $604,140,000 | 207 |
| Non-managed Assets ($) | $204,374,000 | 168 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,296,000 | 217 |
| 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 | $799,000 | 254 |
| Number of Managed Accounts | $748,000 | 226 |
| Number of Non-Managed Accounts | $51,000 | 397 |
| Total fiduciary and related assets | $923,041,000 | 214 |
| Managed Assets ($) | $709,304,000 | 202 |
| Non-managed Assets ($) | $213,737,000 | 176 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,158,000 | 215 |
| 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 | $797,000 | 237 |
| Number of Managed Accounts | $746,000 | 216 |
| Number of Non-Managed Accounts | $51,000 | 244 |
| Total fiduciary and related assets | $839,147,000 | 218 |
| Managed Assets ($) | $661,596,000 | 208 |
| Non-managed Assets ($) | $177,551,000 | 183 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,857,000 | 213 |
| 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 | $803,000 | 243 |
| Number of Managed Accounts | $749,000 | 220 |
| Number of Non-Managed Accounts | $54,000 | 252 |
| Total fiduciary and related assets | $844,125,000 | 216 |
| Managed Assets ($) | $668,118,000 | 203 |
| Non-managed Assets ($) | $176,007,000 | 185 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,532,000 | 216 |
| 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 | $795,000 | 244 |
| Number of Managed Accounts | $740,000 | 220 |
| Number of Non-Managed Accounts | $55,000 | 254 |
| Total fiduciary and related assets | $828,776,000 | 217 |
| Managed Assets ($) | $656,858,000 | 203 |
| Non-managed Assets ($) | $171,918,000 | 191 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,378,000 | 209 |
| 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 | $776,000 | 258 |
| Number of Managed Accounts | $721,000 | 225 |
| Number of Non-Managed Accounts | $55,000 | 384 |
| Total fiduciary and related assets | $769,828,000 | 221 |
| Managed Assets ($) | $604,891,000 | 209 |
| Non-managed Assets ($) | $164,937,000 | 191 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,486,000 | 207 |
| 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 | $774,000 | 246 |
| Number of Managed Accounts | $715,000 | 222 |
| Number of Non-Managed Accounts | $59,000 | 241 |
| Total fiduciary and related assets | $829,057,000 | 219 |
| Managed Assets ($) | $648,905,000 | 208 |
| Non-managed Assets ($) | $180,152,000 | 188 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,155,000 | 204 |
| 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 | $770,000 | 250 |
| Number of Managed Accounts | $712,000 | 226 |
| Number of Non-Managed Accounts | $58,000 | 248 |
| Total fiduciary and related assets | $806,766,000 | 218 |
| Managed Assets ($) | $638,828,000 | 208 |
| Non-managed Assets ($) | $167,938,000 | 194 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,843,000 | 200 |
| 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 | $772,000 | 253 |
| Number of Managed Accounts | $711,000 | 226 |
| Number of Non-Managed Accounts | $61,000 | 246 |
| Total fiduciary and related assets | $796,581,000 | 219 |
| Managed Assets ($) | $628,505,000 | 210 |
| Non-managed Assets ($) | $168,076,000 | 197 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,439,000 | 201 |
| 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 | $770,000 | 272 |
| Number of Managed Accounts | $711,000 | 231 |
| Number of Non-Managed Accounts | $59,000 | 372 |
| Total fiduciary and related assets | $811,793,000 | 219 |
| Managed Assets ($) | $634,715,000 | 209 |
| Non-managed Assets ($) | $177,078,000 | 192 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,177,000 | 204 |
| 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 | $762,000 | 256 |
| Number of Managed Accounts | $701,000 | 229 |
| Number of Non-Managed Accounts | $61,000 | 243 |
| Total fiduciary and related assets | $776,336,000 | 220 |
| Managed Assets ($) | $595,041,000 | 215 |
| Non-managed Assets ($) | $181,295,000 | 192 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,003,000 | 199 |
| 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 | $773,000 | 257 |
| Number of Managed Accounts | $713,000 | 228 |
| Number of Non-Managed Accounts | $60,000 | 248 |
| Total fiduciary and related assets | $750,952,000 | 220 |
| Managed Assets ($) | $579,843,000 | 214 |
| Non-managed Assets ($) | $171,109,000 | 194 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,567,000 | 204 |
| 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 | $746,000 | 259 |
| Number of Managed Accounts | $685,000 | 233 |
| Number of Non-Managed Accounts | $61,000 | 244 |
| Total fiduciary and related assets | $719,946,000 | 224 |
| Managed Assets ($) | $550,141,000 | 221 |
| Non-managed Assets ($) | $169,805,000 | 191 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,113,000 | 226 |
| 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 | $727,000 | 272 |
| Number of Managed Accounts | $666,000 | 239 |
| Number of Non-Managed Accounts | $61,000 | 382 |
| Total fiduciary and related assets | $700,477,000 | 223 |
| Managed Assets ($) | $539,644,000 | 219 |
| Non-managed Assets ($) | $160,833,000 | 196 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,657,000 | 209 |
| 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 | $728,000 | 258 |
| Number of Managed Accounts | $666,000 | 235 |
| Number of Non-Managed Accounts | $62,000 | 249 |
| Total fiduciary and related assets | $656,573,000 | 233 |
| Managed Assets ($) | $503,033,000 | 228 |
| Non-managed Assets ($) | $153,540,000 | 197 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,495,000 | 208 |
| 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 | $721,000 | 260 |
| Number of Managed Accounts | $661,000 | 238 |
| Number of Non-Managed Accounts | $60,000 | 256 |
| Total fiduciary and related assets | $636,482,000 | 240 |
| Managed Assets ($) | $492,722,000 | 232 |
| Non-managed Assets ($) | $143,760,000 | 203 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,322,000 | 208 |
| 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 | $726,000 | 258 |
| Number of Managed Accounts | $665,000 | 231 |
| Number of Non-Managed Accounts | $61,000 | 252 |
| Total fiduciary and related assets | $639,244,000 | 235 |
| Managed Assets ($) | $498,693,000 | 227 |
| Non-managed Assets ($) | $140,551,000 | 200 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,085,000 | 220 |
| 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 | $711,000 | 275 |
| Number of Managed Accounts | $646,000 | 247 |
| Number of Non-Managed Accounts | $65,000 | 373 |
| Total fiduciary and related assets | $617,558,000 | 237 |
| Managed Assets ($) | $466,278,000 | 237 |
| Non-managed Assets ($) | $151,280,000 | 195 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,299,000 | 222 |
| 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 | $703,000 | 263 |
| Number of Managed Accounts | $638,000 | 241 |
| Number of Non-Managed Accounts | $65,000 | 240 |
| Total fiduciary and related assets | $603,997,000 | 239 |
| Managed Assets ($) | $453,409,000 | 235 |
| Non-managed Assets ($) | $150,588,000 | 193 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,252,000 | 223 |
| 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 | $713,000 | 265 |
| Number of Managed Accounts | $644,000 | 244 |
| Number of Non-Managed Accounts | $69,000 | 238 |
| Total fiduciary and related assets | $654,717,000 | 236 |
| Managed Assets ($) | $501,263,000 | 233 |
| Non-managed Assets ($) | $153,454,000 | 194 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,192,000 | 225 |
| 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 | $723,000 | 265 |
| Number of Managed Accounts | $649,000 | 238 |
| Number of Non-Managed Accounts | $74,000 | 230 |
| Total fiduciary and related assets | $655,697,000 | 239 |
| Managed Assets ($) | $500,526,000 | 231 |
| Non-managed Assets ($) | $155,171,000 | 193 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,180,000 | 217 |
| 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 | $710,000 | 284 |
| Number of Managed Accounts | $635,000 | 252 |
| Number of Non-Managed Accounts | $75,000 | 355 |
| Total fiduciary and related assets | $641,136,000 | 242 |
| Managed Assets ($) | $486,651,000 | 236 |
| Non-managed Assets ($) | $154,485,000 | 189 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,085,000 | 225 |
| 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 | $697,000 | 270 |
| Number of Managed Accounts | $622,000 | 245 |
| Number of Non-Managed Accounts | $75,000 | 228 |
| Total fiduciary and related assets | $630,145,000 | 244 |
| Managed Assets ($) | $474,253,000 | 235 |
| Non-managed Assets ($) | $155,892,000 | 191 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,060,000 | 221 |
| 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 | $711,000 | 265 |
| Number of Managed Accounts | $637,000 | 242 |
| Number of Non-Managed Accounts | $74,000 | 231 |
| Total fiduciary and related assets | $636,082,000 | 243 |
| Managed Assets ($) | $477,365,000 | 238 |
| Non-managed Assets ($) | $158,717,000 | 193 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,016,000 | 223 |
| 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 | $668,000 | 278 |
| Number of Managed Accounts | $595,000 | 251 |
| Number of Non-Managed Accounts | $73,000 | 236 |
| Total fiduciary and related assets | $609,189,000 | 243 |
| Managed Assets ($) | $455,398,000 | 237 |
| Non-managed Assets ($) | $153,791,000 | 194 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,040,000 | 223 |
| 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 | $656,000 | 301 |
| Number of Managed Accounts | $584,000 | 260 |
| Number of Non-Managed Accounts | $72,000 | 380 |
| Total fiduciary and related assets | $567,319,000 | 251 |
| Managed Assets ($) | $414,668,000 | 249 |
| Non-managed Assets ($) | $152,651,000 | 200 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,634,000 | 230 |
| 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 | $650,000 | 273 |
| Number of Managed Accounts | $579,000 | 244 |
| Number of Non-Managed Accounts | $71,000 | 233 |
| Total fiduciary and related assets | $554,690,000 | 249 |
| Managed Assets ($) | $405,321,000 | 242 |
| Non-managed Assets ($) | $149,369,000 | 190 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,723,000 | 229 |
| 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 | $641,000 | 272 |
| Number of Managed Accounts | $569,000 | 246 |
| Number of Non-Managed Accounts | $72,000 | 235 |
| Total fiduciary and related assets | $534,970,000 | 249 |
| Managed Assets ($) | $383,430,000 | 243 |
| Non-managed Assets ($) | $151,540,000 | 189 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,805,000 | 227 |
| 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 | $644,000 | 277 |
| Number of Managed Accounts | $571,000 | 245 |
| Number of Non-Managed Accounts | $73,000 | 239 |
| Total fiduciary and related assets | $543,316,000 | 248 |
| Managed Assets ($) | $389,584,000 | 237 |
| Non-managed Assets ($) | $153,732,000 | 188 |
| Memoranda | ||
| Gross Fiduciary activities income | $894,000 | 230 |
| 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 | $650,000 | 300 |
| Number of Managed Accounts | $576,000 | 254 |
| Number of Non-Managed Accounts | $74,000 | 381 |
| Total fiduciary and related assets | $527,598,000 | 248 |
| Managed Assets ($) | $372,842,000 | 242 |
| Non-managed Assets ($) | $154,756,000 | 197 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,593,000 | 217 |
| 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 | $633,000 | 271 |
| Number of Managed Accounts | $562,000 | 242 |
| Number of Non-Managed Accounts | $71,000 | 229 |
| Total fiduciary and related assets | $524,791,000 | 245 |
| Managed Assets ($) | $368,569,000 | 237 |
| Non-managed Assets ($) | $156,222,000 | 185 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,691,000 | 217 |
| 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 | $634,000 | 267 |
| Number of Managed Accounts | $562,000 | 236 |
| Number of Non-Managed Accounts | $72,000 | 224 |
| Total fiduciary and related assets | $518,936,000 | 238 |
| Managed Assets ($) | $365,321,000 | 231 |
| Non-managed Assets ($) | $153,615,000 | 189 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,711,000 | 222 |
| 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 | $635,000 | 269 |
| Number of Managed Accounts | $560,000 | 235 |
| Number of Non-Managed Accounts | $75,000 | 219 |
| Total fiduciary and related assets | $525,535,000 | 236 |
| Managed Assets ($) | $370,263,000 | 232 |
| Non-managed Assets ($) | $155,272,000 | 181 |
| Memoranda | ||
| Gross Fiduciary activities income | $812,000 | 232 |
| 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 | $618,000 | 308 |
| Number of Managed Accounts | $546,000 | 260 |
| Number of Non-Managed Accounts | $72,000 | 391 |
| Total fiduciary and related assets | $502,124,000 | 236 |
| Managed Assets ($) | $351,521,000 | 237 |
| Non-managed Assets ($) | $150,603,000 | 183 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,433,000 | 183 |
| 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 | $615,000 | 274 |
| Number of Managed Accounts | $540,000 | 239 |
| Number of Non-Managed Accounts | $75,000 | 220 |
| Total fiduciary and related assets | $483,997,000 | 232 |
| Managed Assets ($) | $336,969,000 | 236 |
| Non-managed Assets ($) | $147,028,000 | 180 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,623,000 | 179 |
| 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 | $609,000 | 278 |
| Number of Managed Accounts | $534,000 | 241 |
| Number of Non-Managed Accounts | $75,000 | 225 |
| Total fiduciary and related assets | $501,989,000 | 235 |
| Managed Assets ($) | $361,857,000 | 233 |
| Non-managed Assets ($) | $140,132,000 | 188 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,767,000 | 181 |
| 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 | $617,000 | 276 |
| Number of Managed Accounts | $538,000 | 242 |
| Number of Non-Managed Accounts | $79,000 | 224 |
| Total fiduciary and related assets | $503,851,000 | 238 |
| Managed Assets ($) | $365,134,000 | 233 |
| Non-managed Assets ($) | $138,717,000 | 189 |
| Memoranda | ||
| Gross Fiduciary activities income | $892,000 | 187 |
| 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 | $621,000 | 312 |
| Number of Managed Accounts | $543,000 | 260 |
| Number of Non-Managed Accounts | $78,000 | 386 |
| Total fiduciary and related assets | $498,936,000 | 240 |
| Managed Assets ($) | $393,955,000 | 225 |
| Non-managed Assets ($) | $104,981,000 | 228 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,342,000 | 186 |
| 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 | $633,000 | 272 |
| Number of Managed Accounts | $549,000 | 236 |
| Number of Non-Managed Accounts | $84,000 | 222 |
| Total fiduciary and related assets | $485,229,000 | 239 |
| Managed Assets ($) | $380,316,000 | 219 |
| Non-managed Assets ($) | $104,913,000 | 207 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,515,000 | 184 |
| 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 | $644,000 | 272 |
| Number of Managed Accounts | $554,000 | 234 |
| Number of Non-Managed Accounts | $90,000 | 219 |
| Total fiduciary and related assets | $475,369,000 | 233 |
| Managed Assets ($) | $372,461,000 | 213 |
| Non-managed Assets ($) | $102,908,000 | 210 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,666,000 | 188 |
| 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 | $634,000 | 273 |
| Number of Managed Accounts | $540,000 | 239 |
| Number of Non-Managed Accounts | $94,000 | 216 |
| Total fiduciary and related assets | $486,778,000 | 238 |
| Managed Assets ($) | $380,426,000 | 218 |
| Non-managed Assets ($) | $106,352,000 | 209 |
| Memoranda | ||
| Gross Fiduciary activities income | $808,000 | 194 |
| 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 | $641,000 | 321 |
| Number of Managed Accounts | $545,000 | 257 |
| Number of Non-Managed Accounts | $96,000 | 357 |
| Total fiduciary and related assets | $482,444,000 | 239 |
| Managed Assets ($) | $376,592,000 | 220 |
| Non-managed Assets ($) | $105,852,000 | 227 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,067,000 | 193 |
| 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 | $627,000 | 275 |
| Number of Managed Accounts | $540,000 | 238 |
| Number of Non-Managed Accounts | $87,000 | 221 |
| Total fiduciary and related assets | $417,228,000 | 262 |
| Managed Assets ($) | $361,155,000 | 226 |
| Non-managed Assets ($) | $56,073,000 | 245 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,212,000 | 200 |
| 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 | $619,000 | 280 |
| Number of Managed Accounts | $527,000 | 244 |
| Number of Non-Managed Accounts | $92,000 | 220 |
| Total fiduciary and related assets | $398,329,000 | 261 |
| Managed Assets ($) | $343,020,000 | 226 |
| Non-managed Assets ($) | $55,309,000 | 241 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,458,000 | 204 |
| 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 | $623,000 | 278 |
| Number of Managed Accounts | $530,000 | 241 |
| Number of Non-Managed Accounts | $93,000 | 219 |
| Total fiduciary and related assets | $384,572,000 | 260 |
| Managed Assets ($) | $331,844,000 | 222 |
| Non-managed Assets ($) | $52,728,000 | 237 |
| Memoranda | ||
| Gross Fiduciary activities income | $708,000 | 205 |
| 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 | $623,000 | 326 |
| Number of Managed Accounts | $526,000 | 271 |
| Number of Non-Managed Accounts | $97,000 | 367 |
| Total fiduciary and related assets | $382,163,000 | 269 |
| Managed Assets ($) | $326,223,000 | 230 |
| Non-managed Assets ($) | $55,940,000 | 294 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,269,000 | 199 |
| 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 | $589,000 | 290 |
| Number of Managed Accounts | $489,000 | 260 |
| Number of Non-Managed Accounts | $100,000 | 221 |
| Total fiduciary and related assets | $404,419,000 | 269 |
| Managed Assets ($) | $344,879,000 | 232 |
| Non-managed Assets ($) | $59,540,000 | 258 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,507,000 | 201 |
| 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 | $591,000 | 293 |
| Number of Managed Accounts | $492,000 | 260 |
| Number of Non-Managed Accounts | $99,000 | 226 |
| Total fiduciary and related assets | $428,942,000 | 275 |
| Managed Assets ($) | $365,637,000 | 234 |
| Non-managed Assets ($) | $63,305,000 | 258 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,684,000 | 204 |
| 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 | $589,000 | 296 |
| Number of Managed Accounts | $490,000 | 263 |
| Number of Non-Managed Accounts | $99,000 | 225 |
| Total fiduciary and related assets | $439,327,000 | 279 |
| Managed Assets ($) | $375,857,000 | 237 |
| Non-managed Assets ($) | $63,470,000 | 259 |
| Memoranda | ||
| Gross Fiduciary activities income | $883,000 | 198 |
| 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 | $606,000 | 330 |
| Number of Managed Accounts | $507,000 | 277 |
| Number of Non-Managed Accounts | $99,000 | 359 |
| Total fiduciary and related assets | $466,295,000 | 278 |
| Managed Assets ($) | $386,597,000 | 233 |
| Non-managed Assets ($) | $79,698,000 | 273 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,324,000 | 204 |
| 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 | $606,000 | 283 |
| Number of Managed Accounts | $505,000 | 249 |
| Number of Non-Managed Accounts | $101,000 | 217 |
| Total fiduciary and related assets | $476,714,000 | 272 |
| Managed Assets ($) | $395,087,000 | 229 |
| Non-managed Assets ($) | $81,627,000 | 239 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,490,000 | 204 |
| 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 | $609,000 | 287 |
| Number of Managed Accounts | $510,000 | 250 |
| Number of Non-Managed Accounts | $99,000 | 225 |
| Total fiduciary and related assets | $475,095,000 | 276 |
| Managed Assets ($) | $394,175,000 | 234 |
| Non-managed Assets ($) | $80,920,000 | 246 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,621,000 | 214 |
| 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 | $602,000 | 289 |
| Number of Managed Accounts | $500,000 | 251 |
| Number of Non-Managed Accounts | $102,000 | 230 |
| Total fiduciary and related assets | $457,495,000 | 278 |
| Managed Assets ($) | $378,868,000 | 230 |
| Non-managed Assets ($) | $78,627,000 | 248 |
| Memoranda | ||
| Gross Fiduciary activities income | $804,000 | 211 |
| 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 | $603,000 | 330 |
| Number of Managed Accounts | $507,000 | 276 |
| Number of Non-Managed Accounts | $96,000 | 381 |
| Total fiduciary and related assets | $444,633,000 | 275 |
| Managed Assets ($) | $367,771,000 | 236 |
| Non-managed Assets ($) | $76,862,000 | 284 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,952,000 | 204 |
| 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 | $602,000 | 293 |
| Number of Managed Accounts | $508,000 | 253 |
| Number of Non-Managed Accounts | $94,000 | 237 |
| Total fiduciary and related assets | $420,039,000 | 287 |
| Managed Assets ($) | $347,271,000 | 249 |
| Non-managed Assets ($) | $72,768,000 | 252 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,155,000 | 219 |
| 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 | $595,000 | 296 |
| Number of Managed Accounts | $503,000 | 263 |
| Number of Non-Managed Accounts | $92,000 | 245 |
| Total fiduciary and related assets | $414,952,000 | 289 |
| Managed Assets ($) | $346,668,000 | 250 |
| Non-managed Assets ($) | $68,284,000 | 263 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,418,000 | 225 |
| 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 | $594,000 | 297 |
| Number of Managed Accounts | $505,000 | 262 |
| Number of Non-Managed Accounts | $89,000 | 251 |
| Total fiduciary and related assets | $399,623,000 | 295 |
| Managed Assets ($) | $333,611,000 | 249 |
| Non-managed Assets ($) | $66,012,000 | 269 |
| Memoranda | ||
| Gross Fiduciary activities income | $692,000 | 228 |
| 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 | $584,000 | 342 |
| Number of Managed Accounts | $498,000 | 288 |
| Number of Non-Managed Accounts | $86,000 | 423 |
| Total fiduciary and related assets | $392,456,000 | 297 |
| Managed Assets ($) | $326,657,000 | 251 |
| Non-managed Assets ($) | $65,799,000 | 303 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,597,000 | 225 |
| 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 | $571,000 | 291 |
| Number of Managed Accounts | $487,000 | 264 |
| Number of Non-Managed Accounts | $84,000 | 256 |
| Total fiduciary and related assets | $369,055,000 | 297 |
| Managed Assets ($) | $305,606,000 | 256 |
| Non-managed Assets ($) | $63,449,000 | 263 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,918,000 | 225 |
| 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 | $572,000 | 299 |
| Number of Managed Accounts | $488,000 | 265 |
| Number of Non-Managed Accounts | $84,000 | 256 |
| Total fiduciary and related assets | $359,981,000 | 298 |
| Managed Assets ($) | $299,820,000 | 256 |
| Non-managed Assets ($) | $60,161,000 | 269 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,257,000 | 224 |
| 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 | $572,000 | 302 |
| Number of Managed Accounts | $480,000 | 268 |
| Number of Non-Managed Accounts | $92,000 | 250 |
| Total fiduciary and related assets | $345,972,000 | 304 |
| Managed Assets ($) | $290,686,000 | 264 |
| Non-managed Assets ($) | $55,286,000 | 276 |
| Memoranda | ||
| Gross Fiduciary activities income | $626,000 | 230 |
| 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 | $570,000 | 347 |
| Number of Managed Accounts | $482,000 | 291 |
| Number of Non-Managed Accounts | $88,000 | 436 |
| Total fiduciary and related assets | $348,250,000 | 300 |
| Managed Assets ($) | $293,874,000 | 261 |
| Non-managed Assets ($) | $54,376,000 | 330 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,406,000 | 228 |
| 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 | $573,000 | 296 |
| Number of Managed Accounts | $485,000 | 259 |
| Number of Non-Managed Accounts | $88,000 | 260 |
| Total fiduciary and related assets | $342,278,000 | 297 |
| Managed Assets ($) | $287,960,000 | 254 |
| Non-managed Assets ($) | $54,318,000 | 278 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,735,000 | 235 |
| 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 | $578,000 | 300 |
| Number of Managed Accounts | $483,000 | 261 |
| Number of Non-Managed Accounts | $95,000 | 262 |
| Total fiduciary and related assets | $341,656,000 | 299 |
| Managed Assets ($) | $288,329,000 | 253 |
| Non-managed Assets ($) | $53,327,000 | 286 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,117,000 | 249 |
| 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 | $571,000 | 300 |
| Number of Managed Accounts | $475,000 | 270 |
| Number of Non-Managed Accounts | $96,000 | 265 |
| Total fiduciary and related assets | $319,789,000 | 314 |
| Managed Assets ($) | $268,953,000 | 266 |
| Non-managed Assets ($) | $50,836,000 | 292 |
| Memoranda | ||
| Gross Fiduciary activities income | $502,000 | 264 |
| 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 | $610,000 | 339 |
| Number of Managed Accounts | $488,000 | 295 |
| Number of Non-Managed Accounts | $122,000 | 385 |
| Total fiduciary and related assets | $304,886,000 | 333 |
| Managed Assets ($) | $253,302,000 | 283 |
| Non-managed Assets ($) | $51,584,000 | 353 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,355,000 | 235 |
| 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 | $620,000 | 299 |
| Number of Managed Accounts | $495,000 | 271 |
| Number of Non-Managed Accounts | $125,000 | 251 |
| Total fiduciary and related assets | $292,520,000 | 337 |
| Managed Assets ($) | $239,037,000 | 286 |
| Non-managed Assets ($) | $53,483,000 | 298 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,690,000 | 250 |
| 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 | $643,000 | 294 |
| Number of Managed Accounts | $509,000 | 266 |
| Number of Non-Managed Accounts | $134,000 | 256 |
| Total fiduciary and related assets | $286,092,000 | 339 |
| Managed Assets ($) | $238,143,000 | 287 |
| Non-managed Assets ($) | $47,949,000 | 302 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,103,000 | 258 |
| 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 | $647,000 | 296 |
| Number of Managed Accounts | $515,000 | 272 |
| Number of Non-Managed Accounts | $132,000 | 260 |
| Total fiduciary and related assets | $269,300,000 | 348 |
| Managed Assets ($) | $226,131,000 | 292 |
| Non-managed Assets ($) | $43,169,000 | 312 |
| Memoranda | ||
| Gross Fiduciary activities income | $533,000 | 274 |
| 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 | $631,000 | 344 |
| Number of Managed Accounts | $501,000 | 306 |
| Number of Non-Managed Accounts | $130,000 | 372 |
| Total fiduciary and related assets | $266,834,000 | 358 |
| Managed Assets ($) | $223,326,000 | 300 |
| Non-managed Assets ($) | $43,508,000 | 375 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,282,000 | 263 |
| 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 | $632,000 | 326 |
| Number of Managed Accounts | $502,000 | 285 |
| Number of Non-Managed Accounts | $130,000 | 358 |
| Total fiduciary and related assets | $318,039,000 | 310 |
| Managed Assets ($) | $272,256,000 | 264 |
| Non-managed Assets ($) | $45,783,000 | 353 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,481,000 | 259 |
| 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 | $2,629,000 | 247 |
| 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 | $2,524,000 | 289 |
| 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 | $2,220,000 | 303 |
| 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 | $2,079,000 | 316 |
| 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 | $1,744,000 | 381 |
| 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 | $1,654,000 | 417 |
| 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 | $1,595,000 | 419 |
| 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 | $1,518,000 | 441 |
| 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 | $1,456,000 | 448 |