Home > Blue Ridge Bank and Trust Co. > Fiduciary and Related Services
Blue Ridge Bank and Trust Co., Fiduciary and Related Services
| 2024-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 3 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 380 |
| Number of Managed Accounts | $0 | 371 |
| Number of Non-Managed Accounts | $0 | 366 |
| Total fiduciary and related assets | $0 | 379 |
| Managed Assets ($) | $0 | 371 |
| Non-managed Assets ($) | $0 | 366 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,955,000 | 402 |
| 2024-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 2 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $644,000 | 313 |
| Number of Managed Accounts | $635,000 | 277 |
| Number of Non-Managed Accounts | $9,000 | 388 |
| Total fiduciary and related assets | $400,091,000 | 385 |
| Managed Assets ($) | $380,350,000 | 348 |
| Non-managed Assets ($) | $19,741,000 | 369 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,212,000 | 413 |
| 2024-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 7 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 384 |
| Number of Managed Accounts | $0 | 376 |
| Number of Non-Managed Accounts | $0 | 371 |
| Total fiduciary and related assets | $0 | 384 |
| Managed Assets ($) | $0 | 376 |
| Non-managed Assets ($) | $0 | 371 |
| Memoranda | ||
| Gross Fiduciary activities income | $609,000 | 387 |
| 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 | $631,000 | 320 |
| Number of Managed Accounts | $624,000 | 278 |
| Number of Non-Managed Accounts | $7,000 | 645 |
| Total fiduciary and related assets | $377,186,000 | 386 |
| Managed Assets ($) | $357,496,000 | 349 |
| Non-managed Assets ($) | $19,690,000 | 452 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,505,000 | 362 |
| 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 | $0 | 375 |
| Number of Managed Accounts | $0 | 366 |
| Number of Non-Managed Accounts | $0 | 365 |
| Total fiduciary and related assets | $0 | 376 |
| Managed Assets ($) | $0 | 366 |
| Non-managed Assets ($) | $0 | 363 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,883,000 | 363 |
| 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 | $619,000 | 311 |
| Number of Managed Accounts | $612,000 | 272 |
| Number of Non-Managed Accounts | $7,000 | 395 |
| Total fiduciary and related assets | $364,857,000 | 379 |
| Managed Assets ($) | $343,607,000 | 345 |
| Non-managed Assets ($) | $21,250,000 | 360 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,133,000 | 375 |
| 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 | $0 | 384 |
| Number of Managed Accounts | $0 | 375 |
| Number of Non-Managed Accounts | $0 | 373 |
| Total fiduciary and related assets | $0 | 384 |
| Managed Assets ($) | $0 | 375 |
| Non-managed Assets ($) | $0 | 373 |
| Memoranda | ||
| Gross Fiduciary activities income | $571,000 | 382 |
| 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 | $629,000 | 329 |
| Number of Managed Accounts | $622,000 | 286 |
| Number of Non-Managed Accounts | $7,000 | 680 |
| Total fiduciary and related assets | $363,674,000 | 391 |
| Managed Assets ($) | $342,046,000 | 352 |
| Non-managed Assets ($) | $21,628,000 | 459 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,478,000 | 379 |
| 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 | $630,000 | 294 |
| Number of Managed Accounts | $623,000 | 264 |
| Number of Non-Managed Accounts | $7,000 | 352 |
| Total fiduciary and related assets | $337,888,000 | 352 |
| Managed Assets ($) | $316,313,000 | 323 |
| Non-managed Assets ($) | $21,575,000 | 324 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,878,000 | 374 |
| 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 | $628,000 | 286 |
| Number of Managed Accounts | $620,000 | 254 |
| Number of Non-Managed Accounts | $8,000 | 371 |
| Total fiduciary and related assets | $354,342,000 | 346 |
| Managed Assets ($) | $332,763,000 | 310 |
| Non-managed Assets ($) | $21,579,000 | 340 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,237,000 | 341 |
| 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 | $624,000 | 262 |
| Number of Managed Accounts | $617,000 | 238 |
| Number of Non-Managed Accounts | $7,000 | 319 |
| Total fiduciary and related assets | $369,895,000 | 307 |
| Managed Assets ($) | $350,620,000 | 285 |
| Non-managed Assets ($) | $19,275,000 | 288 |
| Memoranda | ||
| Gross Fiduciary activities income | $656,000 | 326 |
| 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 | $617,000 | 299 |
| Number of Managed Accounts | $609,000 | 263 |
| Number of Non-Managed Accounts | $8,000 | 648 |
| Total fiduciary and related assets | $381,801,000 | 350 |
| Managed Assets ($) | $362,556,000 | 314 |
| Non-managed Assets ($) | $19,245,000 | 440 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,557,000 | 324 |
| 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 | $0 | 343 |
| Number of Managed Accounts | $0 | 335 |
| Number of Non-Managed Accounts | $0 | 330 |
| Total fiduciary and related assets | $0 | 343 |
| Managed Assets ($) | $0 | 335 |
| Non-managed Assets ($) | $0 | 330 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,888,000 | 329 |
| 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 | $618,000 | 282 |
| Number of Managed Accounts | $609,000 | 258 |
| Number of Non-Managed Accounts | $9,000 | 359 |
| Total fiduciary and related assets | $356,058,000 | 352 |
| Managed Assets ($) | $336,597,000 | 318 |
| Non-managed Assets ($) | $19,461,000 | 335 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,222,000 | 329 |
| 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 | $0 | 345 |
| Number of Managed Accounts | $0 | 337 |
| Number of Non-Managed Accounts | $0 | 333 |
| Total fiduciary and related assets | $0 | 345 |
| Managed Assets ($) | $0 | 337 |
| Non-managed Assets ($) | $0 | 332 |
| Memoranda | ||
| Gross Fiduciary activities income | $604,000 | 328 |
| 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 | $613,000 | 294 |
| Number of Managed Accounts | $600,000 | 262 |
| Number of Non-Managed Accounts | $13,000 | 610 |
| Total fiduciary and related assets | $319,893,000 | 361 |
| Managed Assets ($) | $303,957,000 | 325 |
| Non-managed Assets ($) | $15,936,000 | 471 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,220,000 | 325 |
| 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 | $0 | 346 |
| Number of Managed Accounts | $0 | 338 |
| Number of Non-Managed Accounts | $0 | 335 |
| Total fiduciary and related assets | $0 | 346 |
| Managed Assets ($) | $0 | 338 |
| Non-managed Assets ($) | $0 | 335 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,585,000 | 333 |
| 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 | $607,000 | 281 |
| Number of Managed Accounts | $581,000 | 259 |
| Number of Non-Managed Accounts | $26,000 | 311 |
| Total fiduciary and related assets | $334,300,000 | 344 |
| Managed Assets ($) | $317,595,000 | 303 |
| Non-managed Assets ($) | $16,705,000 | 332 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,066,000 | 337 |
| 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 | $0 | 351 |
| Number of Managed Accounts | $0 | 342 |
| Number of Non-Managed Accounts | $0 | 338 |
| Total fiduciary and related assets | $0 | 351 |
| Managed Assets ($) | $0 | 342 |
| Non-managed Assets ($) | $0 | 338 |
| Memoranda | ||
| Gross Fiduciary activities income | $519,000 | 336 |
| 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 | $608,000 | 297 |
| Number of Managed Accounts | $577,000 | 265 |
| Number of Non-Managed Accounts | $31,000 | 491 |
| Total fiduciary and related assets | $337,956,000 | 347 |
| Managed Assets ($) | $323,248,000 | 308 |
| Non-managed Assets ($) | $14,708,000 | 486 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,181,000 | 328 |
| 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 | $0 | 357 |
| Number of Managed Accounts | $0 | 349 |
| Number of Non-Managed Accounts | $0 | 341 |
| Total fiduciary and related assets | $0 | 357 |
| Managed Assets ($) | $0 | 349 |
| Non-managed Assets ($) | $0 | 341 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,635,000 | 328 |
| 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 | $606,000 | 276 |
| Number of Managed Accounts | $577,000 | 253 |
| Number of Non-Managed Accounts | $29,000 | 298 |
| Total fiduciary and related assets | $286,947,000 | 358 |
| Managed Assets ($) | $272,838,000 | 322 |
| Non-managed Assets ($) | $14,109,000 | 328 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,084,000 | 335 |
| 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 | $603,000 | 281 |
| Number of Managed Accounts | $572,000 | 256 |
| Number of Non-Managed Accounts | $31,000 | 299 |
| Total fiduciary and related assets | $282,740,000 | 360 |
| Managed Assets ($) | $265,874,000 | 326 |
| Non-managed Assets ($) | $16,866,000 | 324 |
| Memoranda | ||
| Gross Fiduciary activities income | $517,000 | 335 |
| 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 | $598,000 | 304 |
| Number of Managed Accounts | $570,000 | 265 |
| Number of Non-Managed Accounts | $28,000 | 525 |
| Total fiduciary and related assets | $252,151,000 | 384 |
| Managed Assets ($) | $242,853,000 | 336 |
| Non-managed Assets ($) | $9,298,000 | 555 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,252,000 | 323 |
| 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 | $603,000 | 275 |
| Number of Managed Accounts | $572,000 | 252 |
| Number of Non-Managed Accounts | $31,000 | 304 |
| Total fiduciary and related assets | $408,496,000 | 311 |
| Managed Assets ($) | $265,075,000 | 333 |
| Non-managed Assets ($) | $143,421,000 | 207 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,627,000 | 334 |
| 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 | $603,000 | 278 |
| Number of Managed Accounts | $573,000 | 254 |
| Number of Non-Managed Accounts | $30,000 | 309 |
| Total fiduciary and related assets | $404,723,000 | 313 |
| Managed Assets ($) | $261,498,000 | 336 |
| Non-managed Assets ($) | $143,225,000 | 209 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,099,000 | 332 |
| 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 | $606,000 | 281 |
| Number of Managed Accounts | $578,000 | 255 |
| Number of Non-Managed Accounts | $28,000 | 312 |
| Total fiduciary and related assets | $402,734,000 | 315 |
| Managed Assets ($) | $259,595,000 | 336 |
| Non-managed Assets ($) | $143,139,000 | 212 |
| Memoranda | ||
| Gross Fiduciary activities income | $532,000 | 339 |
| 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 | $602,000 | 306 |
| Number of Managed Accounts | $574,000 | 265 |
| Number of Non-Managed Accounts | $28,000 | 530 |
| Total fiduciary and related assets | $410,564,000 | 315 |
| Managed Assets ($) | $261,875,000 | 340 |
| Non-managed Assets ($) | $148,689,000 | 211 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,231,000 | 321 |
| 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 | $622,000 | 278 |
| Number of Managed Accounts | $592,000 | 253 |
| Number of Non-Managed Accounts | $30,000 | 298 |
| Total fiduciary and related assets | $407,463,000 | 312 |
| Managed Assets ($) | $264,104,000 | 331 |
| Non-managed Assets ($) | $143,359,000 | 213 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,607,000 | 327 |
| 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 | $629,000 | 277 |
| Number of Managed Accounts | $601,000 | 249 |
| Number of Non-Managed Accounts | $28,000 | 307 |
| Total fiduciary and related assets | $397,604,000 | 313 |
| Managed Assets ($) | $254,499,000 | 338 |
| Non-managed Assets ($) | $143,105,000 | 207 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,064,000 | 330 |
| 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 | $612,000 | 282 |
| Number of Managed Accounts | $589,000 | 255 |
| Number of Non-Managed Accounts | $23,000 | 319 |
| Total fiduciary and related assets | $392,467,000 | 317 |
| Managed Assets ($) | $250,314,000 | 342 |
| Non-managed Assets ($) | $142,153,000 | 203 |
| Memoranda | ||
| Gross Fiduciary activities income | $469,000 | 350 |
| 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 | $633,000 | 298 |
| Number of Managed Accounts | $605,000 | 259 |
| Number of Non-Managed Accounts | $28,000 | 551 |
| Total fiduciary and related assets | $370,632,000 | 321 |
| Managed Assets ($) | $243,219,000 | 344 |
| Non-managed Assets ($) | $127,413,000 | 214 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,031,000 | 336 |
| 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 | $639,000 | 278 |
| Number of Managed Accounts | $611,000 | 251 |
| Number of Non-Managed Accounts | $28,000 | 315 |
| Total fiduciary and related assets | $363,927,000 | 320 |
| Managed Assets ($) | $242,807,000 | 335 |
| Non-managed Assets ($) | $121,120,000 | 213 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,495,000 | 341 |
| 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 | $647,000 | 278 |
| Number of Managed Accounts | $620,000 | 251 |
| Number of Non-Managed Accounts | $27,000 | 317 |
| Total fiduciary and related assets | $354,124,000 | 326 |
| Managed Assets ($) | $232,584,000 | 342 |
| Non-managed Assets ($) | $121,540,000 | 215 |
| Memoranda | ||
| Gross Fiduciary activities income | $972,000 | 341 |
| 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 | $652,000 | 279 |
| Number of Managed Accounts | $623,000 | 248 |
| Number of Non-Managed Accounts | $29,000 | 312 |
| Total fiduciary and related assets | $353,349,000 | 320 |
| Managed Assets ($) | $232,931,000 | 335 |
| Non-managed Assets ($) | $120,418,000 | 207 |
| Memoranda | ||
| Gross Fiduciary activities income | $440,000 | 356 |
| 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 | $651,000 | 297 |
| Number of Managed Accounts | $621,000 | 253 |
| Number of Non-Managed Accounts | $30,000 | 549 |
| Total fiduciary and related assets | $328,440,000 | 335 |
| Managed Assets ($) | $208,227,000 | 363 |
| Non-managed Assets ($) | $120,213,000 | 215 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,040,000 | 330 |
| 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 | $661,000 | 278 |
| Number of Managed Accounts | $628,000 | 244 |
| Number of Non-Managed Accounts | $33,000 | 295 |
| Total fiduciary and related assets | $328,417,000 | 336 |
| Managed Assets ($) | $209,141,000 | 347 |
| Non-managed Assets ($) | $119,276,000 | 212 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,465,000 | 341 |
| 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 | $666,000 | 278 |
| Number of Managed Accounts | $632,000 | 245 |
| Number of Non-Managed Accounts | $34,000 | 297 |
| Total fiduciary and related assets | $334,325,000 | 340 |
| Managed Assets ($) | $217,008,000 | 341 |
| Non-managed Assets ($) | $117,317,000 | 213 |
| Memoranda | ||
| Gross Fiduciary activities income | $993,000 | 337 |
| 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 | $656,000 | 281 |
| Number of Managed Accounts | $622,000 | 246 |
| Number of Non-Managed Accounts | $34,000 | 300 |
| Total fiduciary and related assets | $330,064,000 | 348 |
| Managed Assets ($) | $213,656,000 | 347 |
| Non-managed Assets ($) | $116,408,000 | 216 |
| Memoranda | ||
| Gross Fiduciary activities income | $441,000 | 363 |
| 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 | $651,000 | 299 |
| Number of Managed Accounts | $615,000 | 256 |
| Number of Non-Managed Accounts | $36,000 | 523 |
| Total fiduciary and related assets | $331,141,000 | 346 |
| Managed Assets ($) | $206,862,000 | 364 |
| Non-managed Assets ($) | $124,279,000 | 208 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,985,000 | 339 |
| 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 | $647,000 | 281 |
| Number of Managed Accounts | $613,000 | 249 |
| Number of Non-Managed Accounts | $34,000 | 298 |
| Total fiduciary and related assets | $436,367,000 | 290 |
| Managed Assets ($) | $195,316,000 | 355 |
| Non-managed Assets ($) | $241,051,000 | 160 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,366,000 | 354 |
| 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 | $647,000 | 279 |
| Number of Managed Accounts | $611,000 | 248 |
| Number of Non-Managed Accounts | $36,000 | 291 |
| Total fiduciary and related assets | $435,683,000 | 290 |
| Managed Assets ($) | $200,153,000 | 356 |
| Non-managed Assets ($) | $235,530,000 | 160 |
| Memoranda | ||
| Gross Fiduciary activities income | $930,000 | 347 |
| 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 | $647,000 | 282 |
| Number of Managed Accounts | $610,000 | 248 |
| Number of Non-Managed Accounts | $37,000 | 290 |
| Total fiduciary and related assets | $463,492,000 | 281 |
| Managed Assets ($) | $226,074,000 | 339 |
| Non-managed Assets ($) | $237,418,000 | 161 |
| Memoranda | ||
| Gross Fiduciary activities income | $429,000 | 365 |
| 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 | $659,000 | 300 |
| Number of Managed Accounts | $619,000 | 253 |
| Number of Non-Managed Accounts | $40,000 | 519 |
| Total fiduciary and related assets | $460,347,000 | 278 |
| Managed Assets ($) | $223,356,000 | 343 |
| Non-managed Assets ($) | $236,991,000 | 160 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,764,000 | 345 |
| 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 | $662,000 | 272 |
| Number of Managed Accounts | $622,000 | 236 |
| Number of Non-Managed Accounts | $40,000 | 282 |
| Total fiduciary and related assets | $421,006,000 | 286 |
| Managed Assets ($) | $186,009,000 | 342 |
| Non-managed Assets ($) | $234,997,000 | 156 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,256,000 | 357 |
| 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 | $658,000 | 269 |
| Number of Managed Accounts | $619,000 | 232 |
| Number of Non-Managed Accounts | $39,000 | 284 |
| Total fiduciary and related assets | $414,670,000 | 284 |
| Managed Assets ($) | $182,203,000 | 341 |
| Non-managed Assets ($) | $232,467,000 | 155 |
| Memoranda | ||
| Gross Fiduciary activities income | $875,000 | 348 |
| 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 | $658,000 | 273 |
| Number of Managed Accounts | $620,000 | 232 |
| Number of Non-Managed Accounts | $38,000 | 288 |
| Total fiduciary and related assets | $415,019,000 | 283 |
| Managed Assets ($) | $187,118,000 | 338 |
| Non-managed Assets ($) | $227,901,000 | 158 |
| Memoranda | ||
| Gross Fiduciary activities income | $414,000 | 357 |
| 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 | $668,000 | 295 |
| Number of Managed Accounts | $628,000 | 239 |
| Number of Non-Managed Accounts | $40,000 | 528 |
| Total fiduciary and related assets | $385,743,000 | 290 |
| Managed Assets ($) | $182,455,000 | 361 |
| Non-managed Assets ($) | $203,288,000 | 166 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,712,000 | 337 |
| 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 | $670,000 | 265 |
| Number of Managed Accounts | $630,000 | 223 |
| Number of Non-Managed Accounts | $40,000 | 275 |
| Total fiduciary and related assets | $386,183,000 | 287 |
| Managed Assets ($) | $182,595,000 | 326 |
| Non-managed Assets ($) | $203,588,000 | 162 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,228,000 | 345 |
| 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 | $650,000 | 264 |
| Number of Managed Accounts | $612,000 | 225 |
| Number of Non-Managed Accounts | $38,000 | 278 |
| Total fiduciary and related assets | $373,470,000 | 284 |
| Managed Assets ($) | $170,677,000 | 324 |
| Non-managed Assets ($) | $202,793,000 | 161 |
| Memoranda | ||
| Gross Fiduciary activities income | $814,000 | 351 |
| 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 | $653,000 | 264 |
| Number of Managed Accounts | $615,000 | 219 |
| Number of Non-Managed Accounts | $38,000 | 272 |
| Total fiduciary and related assets | $371,217,000 | 284 |
| Managed Assets ($) | $170,868,000 | 326 |
| Non-managed Assets ($) | $200,349,000 | 161 |
| Memoranda | ||
| Gross Fiduciary activities income | $386,000 | 351 |
| 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 | $662,000 | 296 |
| Number of Managed Accounts | $621,000 | 233 |
| Number of Non-Managed Accounts | $41,000 | 528 |
| Total fiduciary and related assets | $362,899,000 | 284 |
| Managed Assets ($) | $165,228,000 | 357 |
| Non-managed Assets ($) | $197,671,000 | 161 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,766,000 | 290 |
| 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 | $649,000 | 266 |
| Number of Managed Accounts | $608,000 | 222 |
| Number of Non-Managed Accounts | $41,000 | 279 |
| Total fiduciary and related assets | $358,303,000 | 278 |
| Managed Assets ($) | $160,624,000 | 322 |
| Non-managed Assets ($) | $197,679,000 | 157 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,303,000 | 290 |
| 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 | $681,000 | 260 |
| Number of Managed Accounts | $642,000 | 216 |
| Number of Non-Managed Accounts | $39,000 | 283 |
| Total fiduciary and related assets | $370,406,000 | 279 |
| Managed Assets ($) | $173,172,000 | 325 |
| Non-managed Assets ($) | $197,234,000 | 161 |
| Memoranda | ||
| Gross Fiduciary activities income | $954,000 | 279 |
| 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 | $861,000 | 227 |
| Number of Managed Accounts | $816,000 | 173 |
| Number of Non-Managed Accounts | $45,000 | 275 |
| Total fiduciary and related assets | $386,587,000 | 276 |
| Managed Assets ($) | $201,384,000 | 320 |
| Non-managed Assets ($) | $185,203,000 | 170 |
| Memoranda | ||
| Gross Fiduciary activities income | $496,000 | 274 |
| 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 | $845,000 | 252 |
| Number of Managed Accounts | $799,000 | 186 |
| Number of Non-Managed Accounts | $46,000 | 533 |
| Total fiduciary and related assets | $365,153,000 | 282 |
| Managed Assets ($) | $221,287,000 | 315 |
| Non-managed Assets ($) | $143,866,000 | 196 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,150,000 | 246 |
| 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 | $830,000 | 232 |
| Number of Managed Accounts | $785,000 | 180 |
| Number of Non-Managed Accounts | $45,000 | 272 |
| Total fiduciary and related assets | $360,167,000 | 275 |
| Managed Assets ($) | $215,417,000 | 290 |
| Non-managed Assets ($) | $144,750,000 | 188 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,580,000 | 247 |
| 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 | $1,033,000 | 200 |
| Number of Managed Accounts | $989,000 | 143 |
| Number of Non-Managed Accounts | $44,000 | 275 |
| Total fiduciary and related assets | $352,150,000 | 266 |
| Managed Assets ($) | $207,547,000 | 290 |
| Non-managed Assets ($) | $144,603,000 | 186 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,079,000 | 247 |
| 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 | $808,000 | 239 |
| Number of Managed Accounts | $758,000 | 184 |
| Number of Non-Managed Accounts | $50,000 | 270 |
| Total fiduciary and related assets | $339,667,000 | 284 |
| Managed Assets ($) | $205,745,000 | 296 |
| Non-managed Assets ($) | $133,922,000 | 193 |
| Memoranda | ||
| Gross Fiduciary activities income | $560,000 | 237 |
| 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 | $796,000 | 270 |
| Number of Managed Accounts | $743,000 | 202 |
| Number of Non-Managed Accounts | $53,000 | 518 |
| Total fiduciary and related assets | $331,507,000 | 292 |
| Managed Assets ($) | $199,507,000 | 318 |
| Non-managed Assets ($) | $132,000,000 | 203 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,814,000 | 267 |
| 2009-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 409 |
| Number of Managed Accounts | $0 | 386 |
| Number of Non-Managed Accounts | $0 | 386 |
| Total fiduciary and related assets | $0 | 408 |
| Managed Assets ($) | $0 | 386 |
| Non-managed Assets ($) | $0 | 385 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,309,000 | 270 |
| 2009-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 415 |
| Number of Managed Accounts | $0 | 392 |
| Number of Non-Managed Accounts | $0 | 393 |
| Total fiduciary and related assets | $0 | 414 |
| Managed Assets ($) | $0 | 392 |
| Non-managed Assets ($) | $0 | 391 |
| Memoranda | ||
| Gross Fiduciary activities income | $887,000 | 270 |
| 2009-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 418 |
| Number of Managed Accounts | $0 | 395 |
| Number of Non-Managed Accounts | $0 | 393 |
| Total fiduciary and related assets | $0 | 417 |
| Managed Assets ($) | $0 | 395 |
| Non-managed Assets ($) | $0 | 392 |
| Memoranda | ||
| Gross Fiduciary activities income | $449,000 | 270 |
| 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 | $843,000 | 265 |
| Number of Managed Accounts | $766,000 | 203 |
| Number of Non-Managed Accounts | $77,000 | 432 |
| Total fiduciary and related assets | $245,006,000 | 337 |
| Managed Assets ($) | $171,516,000 | 341 |
| Non-managed Assets ($) | $73,490,000 | 254 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,887,000 | 275 |
| 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 | $853,000 | 234 |
| Number of Managed Accounts | $765,000 | 193 |
| Number of Non-Managed Accounts | $88,000 | 233 |
| Total fiduciary and related assets | $267,763,000 | 328 |
| Managed Assets ($) | $205,851,000 | 314 |
| Non-managed Assets ($) | $61,912,000 | 255 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,386,000 | 287 |
| 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 | $847,000 | 242 |
| Number of Managed Accounts | $765,000 | 196 |
| Number of Non-Managed Accounts | $82,000 | 241 |
| Total fiduciary and related assets | $253,151,000 | 348 |
| Managed Assets ($) | $190,421,000 | 332 |
| Non-managed Assets ($) | $62,730,000 | 259 |
| Memoranda | ||
| Gross Fiduciary activities income | $949,000 | 289 |
| 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 | $831,000 | 249 |
| Number of Managed Accounts | $746,000 | 202 |
| Number of Non-Managed Accounts | $85,000 | 241 |
| Total fiduciary and related assets | $258,140,000 | 358 |
| Managed Assets ($) | $195,128,000 | 337 |
| Non-managed Assets ($) | $63,012,000 | 260 |
| Memoranda | ||
| Gross Fiduciary activities income | $457,000 | 297 |
| 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 | $809,000 | 271 |
| Number of Managed Accounts | $716,000 | 215 |
| Number of Non-Managed Accounts | $93,000 | 382 |
| Total fiduciary and related assets | $262,069,000 | 358 |
| Managed Assets ($) | $200,508,000 | 362 |
| Non-managed Assets ($) | $61,561,000 | 322 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,728,000 | 306 |
| 2007-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 444 |
| Number of Managed Accounts | $0 | 421 |
| Number of Non-Managed Accounts | $0 | 417 |
| Total fiduciary and related assets | $0 | 443 |
| Managed Assets ($) | $0 | 421 |
| Non-managed Assets ($) | $0 | 416 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,193,000 | 313 |
| 2007-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 450 |
| Number of Managed Accounts | $0 | 427 |
| Number of Non-Managed Accounts | $0 | 422 |
| Total fiduciary and related assets | $0 | 449 |
| Managed Assets ($) | $0 | 427 |
| Non-managed Assets ($) | $0 | 421 |
| Memoranda | ||
| Gross Fiduciary activities income | $796,000 | 317 |
| 2007-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 451 |
| Number of Managed Accounts | $0 | 427 |
| Number of Non-Managed Accounts | $0 | 425 |
| Total fiduciary and related assets | $0 | 450 |
| Managed Assets ($) | $0 | 427 |
| Non-managed Assets ($) | $0 | 424 |
| Memoranda | ||
| Gross Fiduciary activities income | $397,000 | 323 |
| 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 | $752,000 | 278 |
| Number of Managed Accounts | $640,000 | 234 |
| Number of Non-Managed Accounts | $112,000 | 342 |
| Total fiduciary and related assets | $224,631,000 | 398 |
| Managed Assets ($) | $168,584,000 | 383 |
| Non-managed Assets ($) | $56,047,000 | 336 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,579,000 | 314 |
| 2006-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 432 |
| Number of Managed Accounts | $0 | 409 |
| Number of Non-Managed Accounts | $0 | 409 |
| Total fiduciary and related assets | $0 | 431 |
| Managed Assets ($) | $0 | 409 |
| Non-managed Assets ($) | $0 | 408 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,182,000 | 314 |
| 2006-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 435 |
| Number of Managed Accounts | $0 | 413 |
| Number of Non-Managed Accounts | $0 | 412 |
| Total fiduciary and related assets | $0 | 434 |
| Managed Assets ($) | $0 | 413 |
| Non-managed Assets ($) | $0 | 411 |
| Memoranda | ||
| Gross Fiduciary activities income | $828,000 | 311 |
| 2006-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 458 |
| Number of Managed Accounts | $0 | 437 |
| Number of Non-Managed Accounts | $0 | 423 |
| Total fiduciary and related assets | $0 | 457 |
| Managed Assets ($) | $0 | 437 |
| Non-managed Assets ($) | $0 | 422 |
| Memoranda | ||
| Gross Fiduciary activities income | $339,000 | 343 |
| 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 | $589,000 | 338 |
| Number of Managed Accounts | $492,000 | 292 |
| Number of Non-Managed Accounts | $97,000 | 387 |
| Total fiduciary and related assets | $184,757,000 | 436 |
| Managed Assets ($) | $142,169,000 | 407 |
| Non-managed Assets ($) | $42,588,000 | 371 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,293,000 | 350 |
| 2005-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 444 |
| Number of Managed Accounts | $0 | 422 |
| Number of Non-Managed Accounts | $0 | 414 |
| Total fiduciary and related assets | $0 | 443 |
| Managed Assets ($) | $0 | 423 |
| Non-managed Assets ($) | $0 | 412 |
| Memoranda | ||
| Gross Fiduciary activities income | $973,000 | 342 |
| 2005-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 460 |
| Number of Managed Accounts | $0 | 435 |
| Number of Non-Managed Accounts | $0 | 431 |
| Total fiduciary and related assets | $0 | 458 |
| Managed Assets ($) | $0 | 435 |
| Non-managed Assets ($) | $0 | 429 |
| Memoranda | ||
| Gross Fiduciary activities income | $669,000 | 335 |
| 2005-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 465 |
| Number of Managed Accounts | $0 | 438 |
| Number of Non-Managed Accounts | $0 | 433 |
| Total fiduciary and related assets | $0 | 463 |
| Managed Assets ($) | $0 | 438 |
| Non-managed Assets ($) | $0 | 431 |
| Memoranda | ||
| Gross Fiduciary activities income | $317,000 | 341 |
| 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 | $559,000 | 356 |
| Number of Managed Accounts | $447,000 | 309 |
| Number of Non-Managed Accounts | $112,000 | 384 |
| Total fiduciary and related assets | $192,242,000 | 423 |
| Managed Assets ($) | $149,551,000 | 386 |
| Non-managed Assets ($) | $42,691,000 | 365 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,175,000 | 346 |
| 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 | $886,000 | 354 |
| 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 | $621,000 | 341 |
| 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 | $316,000 | 339 |
| 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 | $437,000 | 437 |
| Number of Managed Accounts | $411,000 | 339 |
| Number of Non-Managed Accounts | $26,000 | 793 |
| Total fiduciary and related assets | $169,690,000 | 439 |
| Managed Assets ($) | $130,807,000 | 409 |
| Non-managed Assets ($) | $38,883,000 | 394 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,083,000 | 365 |
| 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 | $810,000 | 376 |
| 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 | $539,000 | 380 |
| 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 | $287,000 | 376 |
| 2002-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $419,000 | 465 |
| Number of Managed Accounts | $399,000 | 358 |
| Number of Non-Managed Accounts | $20,000 | 862 |
| Total fiduciary and related assets | $151,328,000 | 461 |
| Managed Assets ($) | $119,340,000 | 431 |
| Non-managed Assets ($) | $31,988,000 | 427 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,063,000 | 397 |
| 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 | $395,000 | 455 |
| Number of Managed Accounts | $376,000 | 354 |
| Number of Non-Managed Accounts | $19,000 | 847 |
| Total fiduciary and related assets | $148,259,000 | 446 |
| Managed Assets ($) | $126,561,000 | 410 |
| Non-managed Assets ($) | $21,698,000 | 480 |
| Memoranda | ||
| Gross Fiduciary activities income | $949,000 | 433 |
| 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 | $811,000 | 466 |
| 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 | $814,000 | 511 |
| 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 | $702,000 | 542 |
| 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 | $613,000 | 592 |
| 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 | $594,000 | 653 |
| 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 | $619,000 | 674 |
| 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 | $510,000 | 725 |
| 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 | $582,000 | 713 |
| 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 | $550,000 | 728 |