Home > BankWest, Inc. > Fiduciary and Related Services
BankWest, Inc., 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 | $409,000 | 399 |
| Number of Managed Accounts | $372,000 | 364 |
| Number of Non-Managed Accounts | $37,000 | 434 |
| Total fiduciary and related assets | $519,945,000 | 335 |
| Managed Assets ($) | $229,049,000 | 415 |
| Non-managed Assets ($) | $290,896,000 | 186 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,506,000 | 443 |
| 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 | $403,000 | 315 |
| Number of Managed Accounts | $367,000 | 291 |
| Number of Non-Managed Accounts | $36,000 | 273 |
| Total fiduciary and related assets | $493,382,000 | 304 |
| Managed Assets ($) | $212,169,000 | 335 |
| Non-managed Assets ($) | $281,213,000 | 179 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,120,000 | 441 |
| 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 | $404,000 | 366 |
| Number of Managed Accounts | $369,000 | 337 |
| Number of Non-Managed Accounts | $35,000 | 318 |
| Total fiduciary and related assets | $499,736,000 | 327 |
| Managed Assets ($) | $242,011,000 | 390 |
| Non-managed Assets ($) | $257,725,000 | 189 |
| Memoranda | ||
| Gross Fiduciary activities income | $758,000 | 431 |
| 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 | $415,000 | 325 |
| Number of Managed Accounts | $379,000 | 299 |
| Number of Non-Managed Accounts | $36,000 | 278 |
| Total fiduciary and related assets | $523,437,000 | 303 |
| Managed Assets ($) | $236,871,000 | 342 |
| Non-managed Assets ($) | $286,566,000 | 180 |
| Memoranda | ||
| Gross Fiduciary activities income | $365,000 | 449 |
| 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 | $420,000 | 406 |
| Number of Managed Accounts | $383,000 | 369 |
| Number of Non-Managed Accounts | $37,000 | 452 |
| Total fiduciary and related assets | $523,694,000 | 335 |
| Managed Assets ($) | $234,548,000 | 409 |
| Non-managed Assets ($) | $289,146,000 | 185 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,798,000 | 431 |
| 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 | $420,000 | 331 |
| Number of Managed Accounts | $383,000 | 308 |
| Number of Non-Managed Accounts | $37,000 | 286 |
| Total fiduciary and related assets | $535,627,000 | 306 |
| Managed Assets ($) | $222,314,000 | 353 |
| Non-managed Assets ($) | $313,313,000 | 174 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,198,000 | 445 |
| 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 | $420,000 | 338 |
| Number of Managed Accounts | $383,000 | 319 |
| Number of Non-Managed Accounts | $37,000 | 297 |
| Total fiduciary and related assets | $542,343,000 | 288 |
| Managed Assets ($) | $224,633,000 | 366 |
| Non-managed Assets ($) | $317,710,000 | 148 |
| Memoranda | ||
| Gross Fiduciary activities income | $775,000 | 407 |
| 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 | $421,000 | 296 |
| Number of Managed Accounts | $384,000 | 278 |
| Number of Non-Managed Accounts | $37,000 | 257 |
| Total fiduciary and related assets | $543,828,000 | 273 |
| Managed Assets ($) | $236,028,000 | 317 |
| Non-managed Assets ($) | $307,800,000 | 154 |
| Memoranda | ||
| Gross Fiduciary activities income | $388,000 | 415 |
| 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 | $420,000 | 369 |
| Number of Managed Accounts | $383,000 | 341 |
| Number of Non-Managed Accounts | $37,000 | 447 |
| Total fiduciary and related assets | $543,913,000 | 306 |
| Managed Assets ($) | $236,347,000 | 382 |
| Non-managed Assets ($) | $307,566,000 | 167 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,678,000 | 394 |
| 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 | $417,000 | 296 |
| Number of Managed Accounts | $381,000 | 274 |
| Number of Non-Managed Accounts | $36,000 | 256 |
| Total fiduciary and related assets | $531,250,000 | 275 |
| Managed Assets ($) | $229,995,000 | 310 |
| Non-managed Assets ($) | $301,255,000 | 160 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,280,000 | 389 |
| 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 | $419,000 | 330 |
| Number of Managed Accounts | $383,000 | 308 |
| Number of Non-Managed Accounts | $36,000 | 291 |
| Total fiduciary and related assets | $525,231,000 | 301 |
| Managed Assets ($) | $232,356,000 | 361 |
| Non-managed Assets ($) | $292,875,000 | 166 |
| Memoranda | ||
| Gross Fiduciary activities income | $896,000 | 384 |
| 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 | $415,000 | 298 |
| Number of Managed Accounts | $378,000 | 277 |
| Number of Non-Managed Accounts | $37,000 | 259 |
| Total fiduciary and related assets | $517,449,000 | 276 |
| Managed Assets ($) | $232,018,000 | 310 |
| Non-managed Assets ($) | $285,431,000 | 160 |
| Memoranda | ||
| Gross Fiduciary activities income | $451,000 | 382 |
| 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 | $417,000 | 370 |
| Number of Managed Accounts | $380,000 | 332 |
| Number of Non-Managed Accounts | $37,000 | 452 |
| Total fiduciary and related assets | $511,201,000 | 297 |
| Managed Assets ($) | $214,874,000 | 376 |
| Non-managed Assets ($) | $296,327,000 | 163 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,420,000 | 400 |
| 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 | $419,000 | 296 |
| Number of Managed Accounts | $380,000 | 276 |
| Number of Non-Managed Accounts | $39,000 | 257 |
| Total fiduciary and related assets | $477,308,000 | 272 |
| Managed Assets ($) | $210,164,000 | 309 |
| Non-managed Assets ($) | $267,144,000 | 157 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,029,000 | 401 |
| 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 | $427,000 | 327 |
| Number of Managed Accounts | $386,000 | 306 |
| Number of Non-Managed Accounts | $41,000 | 278 |
| Total fiduciary and related assets | $470,780,000 | 294 |
| Managed Assets ($) | $198,504,000 | 359 |
| Non-managed Assets ($) | $272,276,000 | 158 |
| Memoranda | ||
| Gross Fiduciary activities income | $672,000 | 409 |
| 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 | $422,000 | 293 |
| Number of Managed Accounts | $380,000 | 274 |
| Number of Non-Managed Accounts | $42,000 | 251 |
| Total fiduciary and related assets | $454,396,000 | 268 |
| Managed Assets ($) | $182,555,000 | 313 |
| Non-managed Assets ($) | $271,841,000 | 151 |
| Memoranda | ||
| Gross Fiduciary activities income | $332,000 | 414 |
| 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 | $432,000 | 366 |
| Number of Managed Accounts | $380,000 | 327 |
| Number of Non-Managed Accounts | $52,000 | 393 |
| Total fiduciary and related assets | $471,147,000 | 295 |
| Managed Assets ($) | $178,042,000 | 399 |
| Non-managed Assets ($) | $293,105,000 | 154 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,350,000 | 410 |
| 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 | $437,000 | 293 |
| Number of Managed Accounts | $382,000 | 274 |
| Number of Non-Managed Accounts | $55,000 | 237 |
| Total fiduciary and related assets | $456,715,000 | 278 |
| Managed Assets ($) | $163,484,000 | 319 |
| Non-managed Assets ($) | $293,231,000 | 149 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,004,000 | 410 |
| 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 | $441,000 | 315 |
| Number of Managed Accounts | $386,000 | 298 |
| Number of Non-Managed Accounts | $55,000 | 249 |
| Total fiduciary and related assets | $441,312,000 | 297 |
| Managed Assets ($) | $167,870,000 | 352 |
| Non-managed Assets ($) | $273,442,000 | 151 |
| Memoranda | ||
| Gross Fiduciary activities income | $646,000 | 420 |
| 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 | $453,000 | 314 |
| Number of Managed Accounts | $391,000 | 300 |
| Number of Non-Managed Accounts | $62,000 | 240 |
| Total fiduciary and related assets | $473,805,000 | 288 |
| Managed Assets ($) | $169,992,000 | 355 |
| Non-managed Assets ($) | $303,813,000 | 145 |
| Memoranda | ||
| Gross Fiduciary activities income | $302,000 | 428 |
| 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 | $457,000 | 350 |
| Number of Managed Accounts | $391,000 | 325 |
| Number of Non-Managed Accounts | $66,000 | 342 |
| Total fiduciary and related assets | $421,346,000 | 299 |
| Managed Assets ($) | $157,100,000 | 406 |
| Non-managed Assets ($) | $264,246,000 | 156 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,252,000 | 427 |
| 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 | $448,000 | 315 |
| Number of Managed Accounts | $391,000 | 296 |
| Number of Non-Managed Accounts | $57,000 | 247 |
| Total fiduciary and related assets | $451,151,000 | 297 |
| Managed Assets ($) | $160,466,000 | 362 |
| Non-managed Assets ($) | $290,685,000 | 156 |
| Memoranda | ||
| Gross Fiduciary activities income | $949,000 | 423 |
| 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 | $449,000 | 319 |
| Number of Managed Accounts | $389,000 | 300 |
| Number of Non-Managed Accounts | $60,000 | 245 |
| Total fiduciary and related assets | $451,337,000 | 298 |
| Managed Assets ($) | $159,822,000 | 366 |
| Non-managed Assets ($) | $291,515,000 | 155 |
| Memoranda | ||
| Gross Fiduciary activities income | $624,000 | 426 |
| 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 | $449,000 | 321 |
| Number of Managed Accounts | $389,000 | 303 |
| Number of Non-Managed Accounts | $60,000 | 247 |
| Total fiduciary and related assets | $460,274,000 | 295 |
| Managed Assets ($) | $161,062,000 | 365 |
| Non-managed Assets ($) | $299,212,000 | 157 |
| Memoranda | ||
| Gross Fiduciary activities income | $319,000 | 429 |
| 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 | $439,000 | 366 |
| Number of Managed Accounts | $382,000 | 328 |
| Number of Non-Managed Accounts | $57,000 | 380 |
| Total fiduciary and related assets | $440,953,000 | 303 |
| Managed Assets ($) | $156,356,000 | 416 |
| Non-managed Assets ($) | $284,597,000 | 157 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,278,000 | 416 |
| 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 | $425,000 | 321 |
| Number of Managed Accounts | $368,000 | 307 |
| Number of Non-Managed Accounts | $57,000 | 251 |
| Total fiduciary and related assets | $432,490,000 | 304 |
| Managed Assets ($) | $151,716,000 | 362 |
| Non-managed Assets ($) | $280,774,000 | 161 |
| Memoranda | ||
| Gross Fiduciary activities income | $963,000 | 420 |
| 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 | $431,000 | 320 |
| Number of Managed Accounts | $369,000 | 303 |
| Number of Non-Managed Accounts | $62,000 | 243 |
| Total fiduciary and related assets | $419,438,000 | 304 |
| Managed Assets ($) | $142,684,000 | 366 |
| Non-managed Assets ($) | $276,754,000 | 157 |
| Memoranda | ||
| Gross Fiduciary activities income | $676,000 | 409 |
| 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 | $429,000 | 322 |
| Number of Managed Accounts | $368,000 | 305 |
| Number of Non-Managed Accounts | $61,000 | 244 |
| Total fiduciary and related assets | $413,748,000 | 309 |
| Managed Assets ($) | $141,435,000 | 368 |
| Non-managed Assets ($) | $272,313,000 | 155 |
| Memoranda | ||
| Gross Fiduciary activities income | $274,000 | 453 |
| 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 | $441,000 | 365 |
| Number of Managed Accounts | $374,000 | 327 |
| Number of Non-Managed Accounts | $67,000 | 364 |
| Total fiduciary and related assets | $406,979,000 | 303 |
| Managed Assets ($) | $137,976,000 | 433 |
| Non-managed Assets ($) | $269,003,000 | 152 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,350,000 | 415 |
| 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 | $442,000 | 318 |
| Number of Managed Accounts | $374,000 | 300 |
| Number of Non-Managed Accounts | $68,000 | 236 |
| Total fiduciary and related assets | $410,009,000 | 298 |
| Managed Assets ($) | $141,058,000 | 365 |
| Non-managed Assets ($) | $268,951,000 | 151 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,058,000 | 398 |
| 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 | $442,000 | 319 |
| Number of Managed Accounts | $376,000 | 299 |
| Number of Non-Managed Accounts | $66,000 | 240 |
| Total fiduciary and related assets | $383,371,000 | 312 |
| Managed Assets ($) | $142,679,000 | 366 |
| Non-managed Assets ($) | $240,692,000 | 160 |
| Memoranda | ||
| Gross Fiduciary activities income | $766,000 | 382 |
| 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 | $429,000 | 327 |
| Number of Managed Accounts | $366,000 | 302 |
| Number of Non-Managed Accounts | $63,000 | 246 |
| Total fiduciary and related assets | $363,186,000 | 314 |
| Managed Assets ($) | $145,845,000 | 366 |
| Non-managed Assets ($) | $217,341,000 | 162 |
| Memoranda | ||
| Gross Fiduciary activities income | $470,000 | 342 |
| 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 | $437,000 | 366 |
| Number of Managed Accounts | $369,000 | 331 |
| Number of Non-Managed Accounts | $68,000 | 366 |
| Total fiduciary and related assets | $369,780,000 | 313 |
| Managed Assets ($) | $147,610,000 | 421 |
| Non-managed Assets ($) | $222,170,000 | 160 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,235,000 | 428 |
| 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 | $436,000 | 323 |
| Number of Managed Accounts | $368,000 | 300 |
| Number of Non-Managed Accounts | $68,000 | 235 |
| Total fiduciary and related assets | $387,683,000 | 308 |
| Managed Assets ($) | $147,911,000 | 364 |
| Non-managed Assets ($) | $239,772,000 | 159 |
| Memoranda | ||
| Gross Fiduciary activities income | $840,000 | 443 |
| 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 | $441,000 | 323 |
| Number of Managed Accounts | $371,000 | 302 |
| Number of Non-Managed Accounts | $70,000 | 237 |
| Total fiduciary and related assets | $382,783,000 | 318 |
| Managed Assets ($) | $138,513,000 | 370 |
| Non-managed Assets ($) | $244,270,000 | 159 |
| Memoranda | ||
| Gross Fiduciary activities income | $557,000 | 449 |
| 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 | $438,000 | 326 |
| Number of Managed Accounts | $368,000 | 308 |
| Number of Non-Managed Accounts | $70,000 | 241 |
| Total fiduciary and related assets | $376,687,000 | 321 |
| Managed Assets ($) | $139,318,000 | 371 |
| Non-managed Assets ($) | $237,369,000 | 164 |
| Memoranda | ||
| Gross Fiduciary activities income | $267,000 | 462 |
| 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 | $435,000 | 380 |
| Number of Managed Accounts | $361,000 | 352 |
| Number of Non-Managed Accounts | $74,000 | 359 |
| Total fiduciary and related assets | $364,791,000 | 325 |
| Managed Assets ($) | $129,615,000 | 461 |
| Non-managed Assets ($) | $235,176,000 | 164 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,205,000 | 431 |
| 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 | $428,000 | 331 |
| Number of Managed Accounts | $357,000 | 312 |
| Number of Non-Managed Accounts | $71,000 | 238 |
| Total fiduciary and related assets | $360,327,000 | 327 |
| Managed Assets ($) | $126,744,000 | 370 |
| Non-managed Assets ($) | $233,583,000 | 163 |
| Memoranda | ||
| Gross Fiduciary activities income | $864,000 | 441 |
| 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 | $422,000 | 334 |
| Number of Managed Accounts | $353,000 | 315 |
| Number of Non-Managed Accounts | $69,000 | 239 |
| Total fiduciary and related assets | $363,720,000 | 323 |
| Managed Assets ($) | $129,544,000 | 372 |
| Non-managed Assets ($) | $234,176,000 | 162 |
| Memoranda | ||
| Gross Fiduciary activities income | $576,000 | 441 |
| 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 | $416,000 | 338 |
| Number of Managed Accounts | $352,000 | 320 |
| Number of Non-Managed Accounts | $64,000 | 244 |
| Total fiduciary and related assets | $374,065,000 | 315 |
| Managed Assets ($) | $132,666,000 | 373 |
| Non-managed Assets ($) | $241,399,000 | 159 |
| Memoranda | ||
| Gross Fiduciary activities income | $284,000 | 447 |
| 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 | $423,000 | 396 |
| Number of Managed Accounts | $357,000 | 353 |
| Number of Non-Managed Accounts | $66,000 | 394 |
| Total fiduciary and related assets | $361,177,000 | 324 |
| Managed Assets ($) | $131,217,000 | 440 |
| Non-managed Assets ($) | $229,960,000 | 162 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,186,000 | 418 |
| 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 | $403,000 | 329 |
| Number of Managed Accounts | $344,000 | 308 |
| Number of Non-Managed Accounts | $59,000 | 254 |
| Total fiduciary and related assets | $352,094,000 | 319 |
| Managed Assets ($) | $125,461,000 | 357 |
| Non-managed Assets ($) | $226,633,000 | 160 |
| Memoranda | ||
| Gross Fiduciary activities income | $903,000 | 416 |
| 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 | $406,000 | 324 |
| Number of Managed Accounts | $346,000 | 300 |
| Number of Non-Managed Accounts | $60,000 | 252 |
| Total fiduciary and related assets | $341,810,000 | 318 |
| Managed Assets ($) | $125,028,000 | 354 |
| Non-managed Assets ($) | $216,782,000 | 166 |
| Memoranda | ||
| Gross Fiduciary activities income | $640,000 | 408 |
| 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 | $406,000 | 325 |
| Number of Managed Accounts | $346,000 | 305 |
| Number of Non-Managed Accounts | $60,000 | 255 |
| Total fiduciary and related assets | $350,304,000 | 307 |
| Managed Assets ($) | $128,392,000 | 355 |
| Non-managed Assets ($) | $221,912,000 | 162 |
| Memoranda | ||
| Gross Fiduciary activities income | $323,000 | 409 |
| 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 | $402,000 | 411 |
| Number of Managed Accounts | $341,000 | 361 |
| Number of Non-Managed Accounts | $61,000 | 436 |
| Total fiduciary and related assets | $350,961,000 | 300 |
| Managed Assets ($) | $122,373,000 | 441 |
| Non-managed Assets ($) | $228,588,000 | 153 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,120,000 | 425 |
| 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 | $398,000 | 322 |
| Number of Managed Accounts | $341,000 | 303 |
| Number of Non-Managed Accounts | $57,000 | 253 |
| Total fiduciary and related assets | $358,043,000 | 297 |
| Managed Assets ($) | $121,671,000 | 341 |
| Non-managed Assets ($) | $236,372,000 | 148 |
| Memoranda | ||
| Gross Fiduciary activities income | $777,000 | 440 |
| 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 | $395,000 | 321 |
| Number of Managed Accounts | $336,000 | 298 |
| Number of Non-Managed Accounts | $59,000 | 250 |
| Total fiduciary and related assets | $318,101,000 | 313 |
| Managed Assets ($) | $116,684,000 | 340 |
| Non-managed Assets ($) | $201,417,000 | 163 |
| Memoranda | ||
| Gross Fiduciary activities income | $526,000 | 434 |
| 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 | $398,000 | 321 |
| Number of Managed Accounts | $336,000 | 297 |
| Number of Non-Managed Accounts | $62,000 | 239 |
| Total fiduciary and related assets | $320,654,000 | 310 |
| Managed Assets ($) | $117,583,000 | 341 |
| Non-managed Assets ($) | $203,071,000 | 160 |
| Memoranda | ||
| Gross Fiduciary activities income | $245,000 | 456 |
| 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 | $411,000 | 406 |
| Number of Managed Accounts | $343,000 | 358 |
| Number of Non-Managed Accounts | $68,000 | 410 |
| Total fiduciary and related assets | $312,284,000 | 310 |
| Managed Assets ($) | $109,092,000 | 454 |
| Non-managed Assets ($) | $203,192,000 | 159 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,068,000 | 385 |
| 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 | $405,000 | 324 |
| Number of Managed Accounts | $341,000 | 295 |
| Number of Non-Managed Accounts | $64,000 | 243 |
| Total fiduciary and related assets | $295,954,000 | 305 |
| Managed Assets ($) | $103,300,000 | 337 |
| Non-managed Assets ($) | $192,654,000 | 160 |
| Memoranda | ||
| Gross Fiduciary activities income | $730,000 | 399 |
| 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 | $401,000 | 327 |
| Number of Managed Accounts | $337,000 | 298 |
| Number of Non-Managed Accounts | $64,000 | 248 |
| Total fiduciary and related assets | $305,385,000 | 316 |
| Managed Assets ($) | $105,008,000 | 343 |
| Non-managed Assets ($) | $200,377,000 | 159 |
| Memoranda | ||
| Gross Fiduciary activities income | $492,000 | 404 |
| 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 | $393,000 | 334 |
| Number of Managed Accounts | $329,000 | 307 |
| Number of Non-Managed Accounts | $64,000 | 248 |
| Total fiduciary and related assets | $308,978,000 | 316 |
| Managed Assets ($) | $104,938,000 | 348 |
| Non-managed Assets ($) | $204,040,000 | 162 |
| Memoranda | ||
| Gross Fiduciary activities income | $244,000 | 410 |
| 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 | $391,000 | 436 |
| Number of Managed Accounts | $328,000 | 380 |
| Number of Non-Managed Accounts | $63,000 | 446 |
| Total fiduciary and related assets | $310,410,000 | 315 |
| Managed Assets ($) | $98,394,000 | 477 |
| Non-managed Assets ($) | $212,016,000 | 162 |
| Memoranda | ||
| Gross Fiduciary activities income | $956,000 | 408 |
| 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 | $398,000 | 319 |
| Number of Managed Accounts | $338,000 | 292 |
| Number of Non-Managed Accounts | $60,000 | 251 |
| Total fiduciary and related assets | $300,463,000 | 304 |
| Managed Assets ($) | $95,144,000 | 338 |
| Non-managed Assets ($) | $205,319,000 | 159 |
| Memoranda | ||
| Gross Fiduciary activities income | $722,000 | 406 |
| 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 | $405,000 | 316 |
| Number of Managed Accounts | $340,000 | 291 |
| Number of Non-Managed Accounts | $65,000 | 244 |
| Total fiduciary and related assets | $305,640,000 | 293 |
| Managed Assets ($) | $94,369,000 | 337 |
| Non-managed Assets ($) | $211,271,000 | 153 |
| Memoranda | ||
| Gross Fiduciary activities income | $448,000 | 419 |
| 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 | $404,000 | 318 |
| Number of Managed Accounts | $342,000 | 293 |
| Number of Non-Managed Accounts | $62,000 | 252 |
| Total fiduciary and related assets | $311,823,000 | 300 |
| Managed Assets ($) | $100,992,000 | 339 |
| Non-managed Assets ($) | $210,831,000 | 158 |
| Memoranda | ||
| Gross Fiduciary activities income | $223,000 | 430 |
| 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 | $401,000 | 430 |
| Number of Managed Accounts | $337,000 | 370 |
| Number of Non-Managed Accounts | $64,000 | 453 |
| Total fiduciary and related assets | $303,331,000 | 307 |
| Managed Assets ($) | $95,362,000 | 476 |
| Non-managed Assets ($) | $207,969,000 | 160 |
| Memoranda | ||
| Gross Fiduciary activities income | $864,000 | 421 |
| 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 | $396,000 | 318 |
| Number of Managed Accounts | $332,000 | 286 |
| Number of Non-Managed Accounts | $64,000 | 238 |
| Total fiduciary and related assets | $316,113,000 | 296 |
| Managed Assets ($) | $92,943,000 | 333 |
| Non-managed Assets ($) | $223,170,000 | 148 |
| Memoranda | ||
| Gross Fiduciary activities income | $634,000 | 425 |
| 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 | $383,000 | 324 |
| Number of Managed Accounts | $321,000 | 295 |
| Number of Non-Managed Accounts | $62,000 | 246 |
| Total fiduciary and related assets | $306,182,000 | 292 |
| Managed Assets ($) | $86,289,000 | 341 |
| Non-managed Assets ($) | $219,893,000 | 150 |
| Memoranda | ||
| Gross Fiduciary activities income | $421,000 | 427 |
| 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 | $378,000 | 324 |
| Number of Managed Accounts | $315,000 | 295 |
| Number of Non-Managed Accounts | $63,000 | 245 |
| Total fiduciary and related assets | $306,060,000 | 284 |
| Managed Assets ($) | $82,355,000 | 342 |
| Non-managed Assets ($) | $223,705,000 | 141 |
| Memoranda | ||
| Gross Fiduciary activities income | $224,000 | 407 |
| 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 | $381,000 | 452 |
| Number of Managed Accounts | $317,000 | 383 |
| Number of Non-Managed Accounts | $64,000 | 482 |
| Total fiduciary and related assets | $315,056,000 | 293 |
| Managed Assets ($) | $88,739,000 | 489 |
| Non-managed Assets ($) | $226,317,000 | 152 |
| Memoranda | ||
| Gross Fiduciary activities income | $828,000 | 452 |
| 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 | $383,000 | 340 |
| Number of Managed Accounts | $315,000 | 309 |
| Number of Non-Managed Accounts | $68,000 | 254 |
| Total fiduciary and related assets | $313,881,000 | 300 |
| Managed Assets ($) | $84,744,000 | 369 |
| Non-managed Assets ($) | $229,137,000 | 154 |
| Memoranda | ||
| Gross Fiduciary activities income | $616,000 | 456 |
| 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 | $380,000 | 345 |
| Number of Managed Accounts | $311,000 | 314 |
| Number of Non-Managed Accounts | $69,000 | 259 |
| Total fiduciary and related assets | $302,533,000 | 319 |
| Managed Assets ($) | $83,202,000 | 375 |
| Non-managed Assets ($) | $219,331,000 | 168 |
| Memoranda | ||
| Gross Fiduciary activities income | $422,000 | 463 |
| 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 | $380,000 | 348 |
| Number of Managed Accounts | $310,000 | 319 |
| Number of Non-Managed Accounts | $70,000 | 258 |
| Total fiduciary and related assets | $306,942,000 | 324 |
| Managed Assets ($) | $87,012,000 | 380 |
| Non-managed Assets ($) | $219,930,000 | 171 |
| Memoranda | ||
| Gross Fiduciary activities income | $220,000 | 455 |
| 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 | $382,000 | 460 |
| Number of Managed Accounts | $315,000 | 389 |
| Number of Non-Managed Accounts | $67,000 | 474 |
| Total fiduciary and related assets | $308,278,000 | 328 |
| Managed Assets ($) | $88,925,000 | 537 |
| Non-managed Assets ($) | $219,353,000 | 177 |
| Memoranda | ||
| Gross Fiduciary activities income | $846,000 | 466 |
| 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 | $374,000 | 337 |
| Number of Managed Accounts | $309,000 | 309 |
| Number of Non-Managed Accounts | $65,000 | 249 |
| Total fiduciary and related assets | $298,694,000 | 329 |
| Managed Assets ($) | $88,391,000 | 368 |
| Non-managed Assets ($) | $210,303,000 | 176 |
| Memoranda | ||
| Gross Fiduciary activities income | $615,000 | 467 |
| 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 | $378,000 | 341 |
| Number of Managed Accounts | $309,000 | 311 |
| Number of Non-Managed Accounts | $69,000 | 253 |
| Total fiduciary and related assets | $308,258,000 | 331 |
| Managed Assets ($) | $93,167,000 | 372 |
| Non-managed Assets ($) | $215,091,000 | 179 |
| Memoranda | ||
| Gross Fiduciary activities income | $414,000 | 474 |
| 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 | $247,000 | 373 |
| Number of Managed Accounts | $172,000 | 359 |
| Number of Non-Managed Accounts | $75,000 | 254 |
| Total fiduciary and related assets | $319,235,000 | 327 |
| Managed Assets ($) | $94,588,000 | 375 |
| Non-managed Assets ($) | $224,647,000 | 170 |
| Memoranda | ||
| Gross Fiduciary activities income | $223,000 | 456 |
| 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 | $241,000 | 592 |
| Number of Managed Accounts | $163,000 | 589 |
| Number of Non-Managed Accounts | $78,000 | 425 |
| Total fiduciary and related assets | $303,299,000 | 336 |
| Managed Assets ($) | $89,814,000 | 528 |
| Non-managed Assets ($) | $213,485,000 | 176 |
| Memoranda | ||
| Gross Fiduciary activities income | $905,000 | 434 |
| 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 | $240,000 | 365 |
| Number of Managed Accounts | $162,000 | 346 |
| Number of Non-Managed Accounts | $78,000 | 250 |
| Total fiduciary and related assets | $289,338,000 | 339 |
| Managed Assets ($) | $86,936,000 | 358 |
| Non-managed Assets ($) | $202,402,000 | 184 |
| Memoranda | ||
| Gross Fiduciary activities income | $658,000 | 442 |
| 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 | $233,000 | 373 |
| Number of Managed Accounts | $156,000 | 352 |
| Number of Non-Managed Accounts | $77,000 | 261 |
| Total fiduciary and related assets | $267,115,000 | 354 |
| Managed Assets ($) | $66,242,000 | 365 |
| Non-managed Assets ($) | $200,873,000 | 189 |
| Memoranda | ||
| Gross Fiduciary activities income | $471,000 | 422 |
| 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 | $240,000 | 376 |
| Number of Managed Accounts | $164,000 | 356 |
| Number of Non-Managed Accounts | $76,000 | 272 |
| Total fiduciary and related assets | $258,718,000 | 355 |
| Managed Assets ($) | $69,177,000 | 372 |
| Non-managed Assets ($) | $189,541,000 | 196 |
| Memoranda | ||
| Gross Fiduciary activities income | $258,000 | 398 |
| 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 | $287,000 | 547 |
| Number of Managed Accounts | $181,000 | 569 |
| Number of Non-Managed Accounts | $106,000 | 368 |
| Total fiduciary and related assets | $267,098,000 | 357 |
| Managed Assets ($) | $91,854,000 | 518 |
| Non-managed Assets ($) | $175,244,000 | 208 |
| Memoranda | ||
| Gross Fiduciary activities income | $794,000 | 453 |
| 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 | $349,000 | 346 |
| Number of Managed Accounts | $175,000 | 347 |
| Number of Non-Managed Accounts | $174,000 | 198 |
| Total fiduciary and related assets | $275,607,000 | 340 |
| Managed Assets ($) | $81,417,000 | 355 |
| Non-managed Assets ($) | $194,190,000 | 193 |
| Memoranda | ||
| Gross Fiduciary activities income | $559,000 | 462 |
| 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 | $330,000 | 361 |
| Number of Managed Accounts | $165,000 | 364 |
| Number of Non-Managed Accounts | $165,000 | 208 |
| Total fiduciary and related assets | $264,569,000 | 346 |
| Managed Assets ($) | $89,702,000 | 367 |
| Non-managed Assets ($) | $174,867,000 | 201 |
| Memoranda | ||
| Gross Fiduciary activities income | $365,000 | 469 |
| 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 | $321,000 | 364 |
| Number of Managed Accounts | $162,000 | 365 |
| Number of Non-Managed Accounts | $159,000 | 212 |
| Total fiduciary and related assets | $273,571,000 | 344 |
| Managed Assets ($) | $105,295,000 | 360 |
| Non-managed Assets ($) | $168,276,000 | 205 |
| Memoranda | ||
| Gross Fiduciary activities income | $189,000 | 470 |
| 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 | $331,000 | 503 |
| Number of Managed Accounts | $171,000 | 588 |
| Number of Non-Managed Accounts | $160,000 | 301 |
| Total fiduciary and related assets | $259,632,000 | 361 |
| Managed Assets ($) | $86,107,000 | 523 |
| Non-managed Assets ($) | $173,525,000 | 207 |
| Memoranda | ||
| Gross Fiduciary activities income | $736,000 | 444 |
| 2004-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 453 |
| Number of Managed Accounts | $0 | 424 |
| Number of Non-Managed Accounts | $0 | 423 |
| Total fiduciary and related assets | $0 | 451 |
| Managed Assets ($) | $0 | 424 |
| Non-managed Assets ($) | $0 | 421 |
| Memoranda | ||
| Gross Fiduciary activities income | $515,000 | 463 |
| 2004-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 462 |
| Number of Managed Accounts | $0 | 429 |
| Number of Non-Managed Accounts | $0 | 432 |
| Total fiduciary and related assets | $0 | 459 |
| Managed Assets ($) | $0 | 429 |
| Non-managed Assets ($) | $0 | 429 |
| Memoranda | ||
| Gross Fiduciary activities income | $343,000 | 465 |
| 2004-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 473 |
| Number of Managed Accounts | $0 | 438 |
| Number of Non-Managed Accounts | $0 | 438 |
| Total fiduciary and related assets | $0 | 471 |
| Managed Assets ($) | $0 | 438 |
| Non-managed Assets ($) | $0 | 436 |
| Memoranda | ||
| Gross Fiduciary activities income | $182,000 | 456 |
| 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 | $205,000 | 694 |
| Number of Managed Accounts | $127,000 | 685 |
| Number of Non-Managed Accounts | $78,000 | 498 |
| Total fiduciary and related assets | $115,601,000 | 522 |
| Managed Assets ($) | $88,349,000 | 497 |
| Non-managed Assets ($) | $27,252,000 | 455 |
| Memoranda | ||
| Gross Fiduciary activities income | $525,000 | 552 |
| 2003-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 473 |
| Number of Managed Accounts | $0 | 442 |
| Number of Non-Managed Accounts | $0 | 446 |
| Total fiduciary and related assets | $0 | 472 |
| Managed Assets ($) | $0 | 442 |
| Non-managed Assets ($) | $0 | 445 |
| Memoranda | ||
| Gross Fiduciary activities income | $375,000 | 567 |
| 2003-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 474 |
| Number of Managed Accounts | $0 | 446 |
| Number of Non-Managed Accounts | $0 | 448 |
| Total fiduciary and related assets | $0 | 473 |
| Managed Assets ($) | $0 | 446 |
| Non-managed Assets ($) | $0 | 447 |
| Memoranda | ||
| Gross Fiduciary activities income | $251,000 | 566 |
| 2003-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 491 |
| Number of Managed Accounts | $0 | 461 |
| Number of Non-Managed Accounts | $0 | 460 |
| Total fiduciary and related assets | $0 | 490 |
| Managed Assets ($) | $0 | 461 |
| Non-managed Assets ($) | $0 | 458 |
| Memoranda | ||
| Gross Fiduciary activities income | $135,000 | 556 |
| 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 | $203,000 | 704 |
| Number of Managed Accounts | $150,000 | 641 |
| Number of Non-Managed Accounts | $53,000 | 613 |
| Total fiduciary and related assets | $86,209,000 | 610 |
| Managed Assets ($) | $73,116,000 | 546 |
| Non-managed Assets ($) | $13,093,000 | 596 |
| Memoranda | ||
| Gross Fiduciary activities income | $493,000 | 577 |
| 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 | $201,000 | 676 |
| Number of Managed Accounts | $145,000 | 625 |
| Number of Non-Managed Accounts | $56,000 | 555 |
| Total fiduciary and related assets | $90,098,000 | 581 |
| Managed Assets ($) | $68,772,000 | 541 |
| Non-managed Assets ($) | $21,326,000 | 487 |
| Memoranda | ||
| Gross Fiduciary activities income | $580,000 | 546 |
| 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 | $564,000 | 562 |
| 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 | $517,000 | 627 |
| 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 | $478,000 | 651 |
| 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 | $484,000 | 669 |
| 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 | $431,000 | 746 |
| 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 | $324,000 | 868 |
| 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 | $274,000 | 934 |
| 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 | $258,000 | 993 |
| 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 | $212,000 | 1,067 |