Home > Burke & Herbert Bank & Trust Company > Fiduciary and Related Services
Burke & Herbert Bank & Trust Company, Fiduciary and Related Services
| 2024-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 6 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $887,000 | 270 |
| Number of Managed Accounts | $800,000 | 247 |
| Number of Non-Managed Accounts | $87,000 | 279 |
| Total fiduciary and related assets | $1,011,243,000 | 261 |
| Managed Assets ($) | $809,022,000 | 254 |
| Non-managed Assets ($) | $202,221,000 | 230 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,919,000 | 296 |
| 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 | $886,000 | 250 |
| Number of Managed Accounts | $800,000 | 228 |
| Number of Non-Managed Accounts | $86,000 | 204 |
| Total fiduciary and related assets | $1,020,099,000 | 258 |
| Managed Assets ($) | $815,583,000 | 247 |
| Non-managed Assets ($) | $204,516,000 | 213 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,453,000 | 308 |
| 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 | $890,000 | 266 |
| Number of Managed Accounts | $802,000 | 244 |
| Number of Non-Managed Accounts | $88,000 | 227 |
| Total fiduciary and related assets | $1,001,757,000 | 254 |
| Managed Assets ($) | $811,397,000 | 248 |
| Non-managed Assets ($) | $190,360,000 | 228 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,975,000 | 332 |
| 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 | $277,000 | 351 |
| Number of Managed Accounts | $242,000 | 329 |
| Number of Non-Managed Accounts | $35,000 | 278 |
| Total fiduciary and related assets | $482,887,000 | 324 |
| Managed Assets ($) | $391,280,000 | 313 |
| Non-managed Assets ($) | $91,607,000 | 258 |
| Memoranda | ||
| Gross Fiduciary activities income | $777,000 | 349 |
| 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 | $278,000 | 479 |
| Number of Managed Accounts | $244,000 | 441 |
| Number of Non-Managed Accounts | $34,000 | 450 |
| Total fiduciary and related assets | $476,351,000 | 346 |
| Managed Assets ($) | $395,563,000 | 334 |
| Non-managed Assets ($) | $80,788,000 | 300 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,074,000 | 331 |
| 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 | $276,000 | 341 |
| Number of Managed Accounts | $242,000 | 318 |
| Number of Non-Managed Accounts | $34,000 | 276 |
| Total fiduciary and related assets | $470,851,000 | 308 |
| Managed Assets ($) | $393,131,000 | 292 |
| Non-managed Assets ($) | $77,720,000 | 252 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,319,000 | 332 |
| 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 | $270,000 | 401 |
| Number of Managed Accounts | $238,000 | 378 |
| Number of Non-Managed Accounts | $32,000 | 327 |
| Total fiduciary and related assets | $456,622,000 | 340 |
| Managed Assets ($) | $394,482,000 | 321 |
| Non-managed Assets ($) | $62,140,000 | 296 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,548,000 | 324 |
| 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 | $270,000 | 349 |
| Number of Managed Accounts | $239,000 | 328 |
| Number of Non-Managed Accounts | $31,000 | 291 |
| Total fiduciary and related assets | $433,395,000 | 323 |
| Managed Assets ($) | $383,046,000 | 307 |
| Non-managed Assets ($) | $50,349,000 | 276 |
| Memoranda | ||
| Gross Fiduciary activities income | $764,000 | 344 |
| 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 | $267,000 | 497 |
| Number of Managed Accounts | $240,000 | 451 |
| Number of Non-Managed Accounts | $27,000 | 502 |
| Total fiduciary and related assets | $428,315,000 | 356 |
| Managed Assets ($) | $382,609,000 | 337 |
| Non-managed Assets ($) | $45,706,000 | 363 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,176,000 | 334 |
| 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 | $276,000 | 360 |
| Number of Managed Accounts | $249,000 | 339 |
| Number of Non-Managed Accounts | $27,000 | 306 |
| Total fiduciary and related assets | $410,490,000 | 329 |
| Managed Assets ($) | $363,247,000 | 312 |
| Non-managed Assets ($) | $47,243,000 | 288 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,417,000 | 333 |
| 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 | $272,000 | 384 |
| Number of Managed Accounts | $248,000 | 360 |
| Number of Non-Managed Accounts | $24,000 | 325 |
| Total fiduciary and related assets | $433,346,000 | 308 |
| Managed Assets ($) | $389,999,000 | 288 |
| Non-managed Assets ($) | $43,347,000 | 297 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,623,000 | 297 |
| 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 | $270,000 | 323 |
| Number of Managed Accounts | $247,000 | 307 |
| Number of Non-Managed Accounts | $23,000 | 282 |
| Total fiduciary and related assets | $466,042,000 | 285 |
| Managed Assets ($) | $419,751,000 | 270 |
| Non-managed Assets ($) | $46,291,000 | 255 |
| Memoranda | ||
| Gross Fiduciary activities income | $810,000 | 295 |
| 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 | $269,000 | 457 |
| Number of Managed Accounts | $246,000 | 418 |
| Number of Non-Managed Accounts | $23,000 | 515 |
| Total fiduciary and related assets | $489,750,000 | 314 |
| Managed Assets ($) | $441,095,000 | 291 |
| Non-managed Assets ($) | $48,655,000 | 341 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,297,000 | 294 |
| 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 | $268,000 | 320 |
| Number of Managed Accounts | $246,000 | 304 |
| Number of Non-Managed Accounts | $22,000 | 280 |
| Total fiduciary and related assets | $474,186,000 | 284 |
| Managed Assets ($) | $429,019,000 | 266 |
| Non-managed Assets ($) | $45,167,000 | 256 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,459,000 | 292 |
| 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 | $271,000 | 370 |
| Number of Managed Accounts | $249,000 | 350 |
| Number of Non-Managed Accounts | $22,000 | 318 |
| Total fiduciary and related assets | $467,905,000 | 310 |
| Managed Assets ($) | $422,296,000 | 287 |
| Non-managed Assets ($) | $45,609,000 | 299 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,637,000 | 291 |
| 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 | $276,000 | 322 |
| Number of Managed Accounts | $254,000 | 305 |
| Number of Non-Managed Accounts | $22,000 | 283 |
| Total fiduciary and related assets | $456,394,000 | 287 |
| Managed Assets ($) | $412,488,000 | 267 |
| Non-managed Assets ($) | $43,906,000 | 259 |
| Memoranda | ||
| Gross Fiduciary activities income | $804,000 | 289 |
| 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 | $283,000 | 449 |
| Number of Managed Accounts | $261,000 | 409 |
| Number of Non-Managed Accounts | $22,000 | 539 |
| Total fiduciary and related assets | $455,151,000 | 310 |
| Managed Assets ($) | $412,428,000 | 286 |
| Non-managed Assets ($) | $42,723,000 | 354 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,067,000 | 283 |
| 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 | $283,000 | 320 |
| Number of Managed Accounts | $261,000 | 302 |
| Number of Non-Managed Accounts | $22,000 | 283 |
| Total fiduciary and related assets | $429,547,000 | 283 |
| Managed Assets ($) | $389,622,000 | 262 |
| Non-managed Assets ($) | $39,925,000 | 263 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,246,000 | 281 |
| 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 | $287,000 | 367 |
| Number of Managed Accounts | $264,000 | 345 |
| Number of Non-Managed Accounts | $23,000 | 319 |
| Total fiduciary and related assets | $411,153,000 | 312 |
| Managed Assets ($) | $372,866,000 | 284 |
| Non-managed Assets ($) | $38,287,000 | 304 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,479,000 | 284 |
| 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 | $291,000 | 323 |
| Number of Managed Accounts | $268,000 | 300 |
| Number of Non-Managed Accounts | $23,000 | 280 |
| Total fiduciary and related assets | $376,154,000 | 287 |
| Managed Assets ($) | $341,292,000 | 265 |
| Non-managed Assets ($) | $34,862,000 | 265 |
| Memoranda | ||
| Gross Fiduciary activities income | $731,000 | 287 |
| 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 | $289,000 | 452 |
| Number of Managed Accounts | $266,000 | 401 |
| Number of Non-Managed Accounts | $23,000 | 536 |
| Total fiduciary and related assets | $427,141,000 | 312 |
| Managed Assets ($) | $387,902,000 | 285 |
| Non-managed Assets ($) | $39,239,000 | 354 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,003,000 | 278 |
| 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 | $292,000 | 326 |
| Number of Managed Accounts | $269,000 | 305 |
| Number of Non-Managed Accounts | $23,000 | 285 |
| Total fiduciary and related assets | $403,970,000 | 293 |
| Managed Assets ($) | $367,501,000 | 271 |
| Non-managed Assets ($) | $36,469,000 | 267 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,215,000 | 280 |
| 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 | $284,000 | 360 |
| Number of Managed Accounts | $261,000 | 340 |
| Number of Non-Managed Accounts | $23,000 | 308 |
| Total fiduciary and related assets | $404,635,000 | 312 |
| Managed Assets ($) | $368,309,000 | 285 |
| Non-managed Assets ($) | $36,326,000 | 291 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,505,000 | 281 |
| 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 | $290,000 | 362 |
| Number of Managed Accounts | $266,000 | 339 |
| Number of Non-Managed Accounts | $24,000 | 311 |
| Total fiduciary and related assets | $402,140,000 | 310 |
| Managed Assets ($) | $365,066,000 | 286 |
| Non-managed Assets ($) | $37,074,000 | 296 |
| Memoranda | ||
| Gross Fiduciary activities income | $752,000 | 277 |
| 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 | $288,000 | 463 |
| Number of Managed Accounts | $253,000 | 420 |
| Number of Non-Managed Accounts | $35,000 | 481 |
| Total fiduciary and related assets | $377,470,000 | 314 |
| Managed Assets ($) | $330,897,000 | 291 |
| Non-managed Assets ($) | $46,573,000 | 338 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,016,000 | 279 |
| 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 | $296,000 | 360 |
| Number of Managed Accounts | $262,000 | 341 |
| Number of Non-Managed Accounts | $34,000 | 295 |
| Total fiduciary and related assets | $405,698,000 | 314 |
| Managed Assets ($) | $357,920,000 | 293 |
| Non-managed Assets ($) | $47,778,000 | 292 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,249,000 | 281 |
| 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 | $302,000 | 362 |
| Number of Managed Accounts | $271,000 | 342 |
| Number of Non-Managed Accounts | $31,000 | 304 |
| Total fiduciary and related assets | $401,391,000 | 316 |
| Managed Assets ($) | $355,692,000 | 292 |
| Non-managed Assets ($) | $45,699,000 | 292 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,507,000 | 283 |
| 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 | $309,000 | 360 |
| Number of Managed Accounts | $279,000 | 341 |
| Number of Non-Managed Accounts | $30,000 | 308 |
| Total fiduciary and related assets | $404,046,000 | 314 |
| Managed Assets ($) | $363,881,000 | 282 |
| Non-managed Assets ($) | $40,165,000 | 299 |
| Memoranda | ||
| Gross Fiduciary activities income | $737,000 | 285 |
| 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 | $314,000 | 455 |
| Number of Managed Accounts | $282,000 | 401 |
| Number of Non-Managed Accounts | $32,000 | 506 |
| Total fiduciary and related assets | $408,409,000 | 317 |
| Managed Assets ($) | $367,322,000 | 283 |
| Non-managed Assets ($) | $41,087,000 | 356 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,920,000 | 279 |
| 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 | $320,000 | 354 |
| Number of Managed Accounts | $287,000 | 334 |
| Number of Non-Managed Accounts | $33,000 | 293 |
| Total fiduciary and related assets | $399,645,000 | 316 |
| Managed Assets ($) | $360,869,000 | 284 |
| Non-managed Assets ($) | $38,776,000 | 298 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,133,000 | 285 |
| 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 | $327,000 | 351 |
| Number of Managed Accounts | $290,000 | 332 |
| Number of Non-Managed Accounts | $37,000 | 282 |
| Total fiduciary and related assets | $410,734,000 | 309 |
| Managed Assets ($) | $352,846,000 | 283 |
| Non-managed Assets ($) | $57,888,000 | 266 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,421,000 | 280 |
| 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 | $327,000 | 352 |
| Number of Managed Accounts | $292,000 | 333 |
| Number of Non-Managed Accounts | $35,000 | 289 |
| Total fiduciary and related assets | $420,314,000 | 306 |
| Managed Assets ($) | $360,053,000 | 279 |
| Non-managed Assets ($) | $60,261,000 | 261 |
| Memoranda | ||
| Gross Fiduciary activities income | $704,000 | 285 |
| 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 | $327,000 | 434 |
| Number of Managed Accounts | $297,000 | 380 |
| Number of Non-Managed Accounts | $30,000 | 537 |
| Total fiduciary and related assets | $377,038,000 | 316 |
| Managed Assets ($) | $342,842,000 | 284 |
| Non-managed Assets ($) | $34,196,000 | 372 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,755,000 | 276 |
| 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 | $326,000 | 357 |
| Number of Managed Accounts | $297,000 | 326 |
| Number of Non-Managed Accounts | $29,000 | 313 |
| Total fiduciary and related assets | $381,794,000 | 313 |
| Managed Assets ($) | $346,923,000 | 280 |
| Non-managed Assets ($) | $34,871,000 | 301 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,986,000 | 284 |
| 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 | $330,000 | 358 |
| Number of Managed Accounts | $299,000 | 328 |
| Number of Non-Managed Accounts | $31,000 | 310 |
| Total fiduciary and related assets | $379,815,000 | 313 |
| Managed Assets ($) | $341,025,000 | 283 |
| Non-managed Assets ($) | $38,790,000 | 299 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,296,000 | 287 |
| 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 | $341,000 | 355 |
| Number of Managed Accounts | $308,000 | 325 |
| Number of Non-Managed Accounts | $33,000 | 306 |
| Total fiduciary and related assets | $367,529,000 | 313 |
| Managed Assets ($) | $327,917,000 | 288 |
| Non-managed Assets ($) | $39,612,000 | 296 |
| Memoranda | ||
| Gross Fiduciary activities income | $653,000 | 286 |
| 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 | $346,000 | 430 |
| Number of Managed Accounts | $309,000 | 374 |
| Number of Non-Managed Accounts | $37,000 | 499 |
| Total fiduciary and related assets | $366,214,000 | 314 |
| Managed Assets ($) | $325,878,000 | 288 |
| Non-managed Assets ($) | $40,336,000 | 353 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,748,000 | 280 |
| 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 | $352,000 | 350 |
| Number of Managed Accounts | $308,000 | 324 |
| Number of Non-Managed Accounts | $44,000 | 279 |
| Total fiduciary and related assets | $361,105,000 | 317 |
| Managed Assets ($) | $322,722,000 | 288 |
| Non-managed Assets ($) | $38,383,000 | 294 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,081,000 | 279 |
| 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 | $348,000 | 352 |
| Number of Managed Accounts | $303,000 | 328 |
| Number of Non-Managed Accounts | $45,000 | 278 |
| Total fiduciary and related assets | $378,319,000 | 320 |
| Managed Assets ($) | $328,031,000 | 294 |
| Non-managed Assets ($) | $50,288,000 | 284 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,388,000 | 284 |
| 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 | $357,000 | 354 |
| Number of Managed Accounts | $311,000 | 327 |
| Number of Non-Managed Accounts | $46,000 | 279 |
| Total fiduciary and related assets | $386,625,000 | 317 |
| Managed Assets ($) | $334,631,000 | 291 |
| Non-managed Assets ($) | $51,994,000 | 284 |
| Memoranda | ||
| Gross Fiduciary activities income | $673,000 | 290 |
| 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 | $367,000 | 429 |
| Number of Managed Accounts | $319,000 | 382 |
| Number of Non-Managed Accounts | $48,000 | 469 |
| Total fiduciary and related assets | $388,260,000 | 317 |
| Managed Assets ($) | $334,762,000 | 291 |
| Non-managed Assets ($) | $53,498,000 | 322 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,625,000 | 288 |
| 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 | $372,000 | 350 |
| Number of Managed Accounts | $323,000 | 325 |
| Number of Non-Managed Accounts | $49,000 | 275 |
| Total fiduciary and related assets | $379,453,000 | 314 |
| Managed Assets ($) | $334,701,000 | 289 |
| Non-managed Assets ($) | $44,752,000 | 289 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,947,000 | 293 |
| 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 | $390,000 | 342 |
| Number of Managed Accounts | $346,000 | 318 |
| Number of Non-Managed Accounts | $44,000 | 282 |
| Total fiduciary and related assets | $386,723,000 | 313 |
| Managed Assets ($) | $342,644,000 | 286 |
| Non-managed Assets ($) | $44,079,000 | 291 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,310,000 | 291 |
| 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 | $397,000 | 344 |
| Number of Managed Accounts | $353,000 | 317 |
| Number of Non-Managed Accounts | $44,000 | 281 |
| Total fiduciary and related assets | $377,822,000 | 310 |
| Managed Assets ($) | $333,919,000 | 286 |
| Non-managed Assets ($) | $43,903,000 | 292 |
| Memoranda | ||
| Gross Fiduciary activities income | $645,000 | 294 |
| 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 | $405,000 | 409 |
| Number of Managed Accounts | $361,000 | 347 |
| Number of Non-Managed Accounts | $44,000 | 498 |
| Total fiduciary and related assets | $380,259,000 | 312 |
| Managed Assets ($) | $334,280,000 | 284 |
| Non-managed Assets ($) | $45,979,000 | 344 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,393,000 | 291 |
| 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 | $410,000 | 326 |
| Number of Managed Accounts | $363,000 | 296 |
| Number of Non-Managed Accounts | $47,000 | 275 |
| Total fiduciary and related assets | $363,378,000 | 312 |
| Managed Assets ($) | $316,863,000 | 283 |
| Non-managed Assets ($) | $46,515,000 | 276 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,813,000 | 286 |
| 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 | $442,000 | 320 |
| Number of Managed Accounts | $390,000 | 289 |
| Number of Non-Managed Accounts | $52,000 | 269 |
| Total fiduciary and related assets | $344,102,000 | 317 |
| Managed Assets ($) | $296,943,000 | 286 |
| Non-managed Assets ($) | $47,159,000 | 279 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,237,000 | 287 |
| 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 | $443,000 | 321 |
| Number of Managed Accounts | $390,000 | 288 |
| Number of Non-Managed Accounts | $53,000 | 270 |
| Total fiduciary and related assets | $344,900,000 | 313 |
| Managed Assets ($) | $294,779,000 | 288 |
| Non-managed Assets ($) | $50,121,000 | 280 |
| Memoranda | ||
| Gross Fiduciary activities income | $591,000 | 287 |
| 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 | $456,000 | 378 |
| Number of Managed Accounts | $404,000 | 317 |
| Number of Non-Managed Accounts | $52,000 | 476 |
| Total fiduciary and related assets | $325,729,000 | 318 |
| Managed Assets ($) | $277,464,000 | 288 |
| Non-managed Assets ($) | $48,265,000 | 343 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,332,000 | 283 |
| 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 | $454,000 | 313 |
| Number of Managed Accounts | $400,000 | 281 |
| Number of Non-Managed Accounts | $54,000 | 257 |
| Total fiduciary and related assets | $330,698,000 | 313 |
| Managed Assets ($) | $283,562,000 | 281 |
| Non-managed Assets ($) | $47,136,000 | 274 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,787,000 | 280 |
| 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 | $473,000 | 309 |
| Number of Managed Accounts | $419,000 | 273 |
| Number of Non-Managed Accounts | $54,000 | 256 |
| Total fiduciary and related assets | $334,909,000 | 300 |
| Managed Assets ($) | $289,094,000 | 271 |
| Non-managed Assets ($) | $45,815,000 | 271 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,116,000 | 293 |
| 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 | $474,000 | 306 |
| Number of Managed Accounts | $421,000 | 270 |
| Number of Non-Managed Accounts | $53,000 | 254 |
| Total fiduciary and related assets | $338,043,000 | 298 |
| Managed Assets ($) | $294,412,000 | 268 |
| Non-managed Assets ($) | $43,631,000 | 275 |
| Memoranda | ||
| Gross Fiduciary activities income | $570,000 | 289 |
| 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 | $489,000 | 363 |
| Number of Managed Accounts | $435,000 | 307 |
| Number of Non-Managed Accounts | $54,000 | 463 |
| Total fiduciary and related assets | $329,886,000 | 302 |
| Managed Assets ($) | $284,482,000 | 269 |
| Non-managed Assets ($) | $45,404,000 | 333 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,088,000 | 260 |
| 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 | $485,000 | 302 |
| Number of Managed Accounts | $433,000 | 267 |
| Number of Non-Managed Accounts | $52,000 | 268 |
| Total fiduciary and related assets | $318,306,000 | 296 |
| Managed Assets ($) | $275,121,000 | 268 |
| Non-managed Assets ($) | $43,185,000 | 265 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,551,000 | 261 |
| 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 | $489,000 | 304 |
| Number of Managed Accounts | $436,000 | 265 |
| Number of Non-Managed Accounts | $53,000 | 270 |
| Total fiduciary and related assets | $335,513,000 | 293 |
| Managed Assets ($) | $289,044,000 | 267 |
| Non-managed Assets ($) | $46,469,000 | 269 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,033,000 | 263 |
| 2011-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $499,000 | 306 |
| Number of Managed Accounts | $445,000 | 268 |
| Number of Non-Managed Accounts | $54,000 | 268 |
| Total fiduciary and related assets | $339,410,000 | 291 |
| Managed Assets ($) | $295,555,000 | 267 |
| Non-managed Assets ($) | $43,855,000 | 269 |
| Memoranda | ||
| Gross Fiduciary activities income | $517,000 | 264 |
| 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 | $502,000 | 365 |
| Number of Managed Accounts | $449,000 | 302 |
| Number of Non-Managed Accounts | $53,000 | 501 |
| Total fiduciary and related assets | $332,944,000 | 297 |
| Managed Assets ($) | $290,720,000 | 268 |
| Non-managed Assets ($) | $42,224,000 | 348 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,145,000 | 247 |
| 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 | $498,000 | 298 |
| Number of Managed Accounts | $446,000 | 259 |
| Number of Non-Managed Accounts | $52,000 | 264 |
| Total fiduciary and related assets | $344,670,000 | 282 |
| Managed Assets ($) | $298,588,000 | 253 |
| Non-managed Assets ($) | $46,082,000 | 263 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,548,000 | 249 |
| 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 | $512,000 | 299 |
| Number of Managed Accounts | $457,000 | 257 |
| Number of Non-Managed Accounts | $55,000 | 261 |
| Total fiduciary and related assets | $331,811,000 | 278 |
| Managed Assets ($) | $286,934,000 | 249 |
| Non-managed Assets ($) | $44,877,000 | 267 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,016,000 | 256 |
| 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 | $510,000 | 301 |
| Number of Managed Accounts | $455,000 | 259 |
| Number of Non-Managed Accounts | $55,000 | 266 |
| Total fiduciary and related assets | $346,229,000 | 282 |
| Managed Assets ($) | $301,441,000 | 250 |
| Non-managed Assets ($) | $44,788,000 | 270 |
| Memoranda | ||
| Gross Fiduciary activities income | $502,000 | 261 |
| 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 | $509,000 | 369 |
| Number of Managed Accounts | $458,000 | 301 |
| Number of Non-Managed Accounts | $51,000 | 524 |
| Total fiduciary and related assets | $334,772,000 | 288 |
| Managed Assets ($) | $294,562,000 | 255 |
| Non-managed Assets ($) | $40,210,000 | 360 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,978,000 | 248 |
| 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 | $510,000 | 299 |
| Number of Managed Accounts | $458,000 | 258 |
| Number of Non-Managed Accounts | $52,000 | 252 |
| Total fiduciary and related assets | $327,518,000 | 289 |
| Managed Assets ($) | $291,908,000 | 254 |
| Non-managed Assets ($) | $35,610,000 | 271 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,500,000 | 244 |
| 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 | $518,000 | 300 |
| Number of Managed Accounts | $466,000 | 256 |
| Number of Non-Managed Accounts | $52,000 | 261 |
| Total fiduciary and related assets | $314,637,000 | 284 |
| Managed Assets ($) | $275,858,000 | 250 |
| Non-managed Assets ($) | $38,779,000 | 265 |
| Memoranda | ||
| Gross Fiduciary activities income | $945,000 | 260 |
| 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 | $521,000 | 298 |
| Number of Managed Accounts | $468,000 | 258 |
| Number of Non-Managed Accounts | $53,000 | 260 |
| Total fiduciary and related assets | $301,416,000 | 287 |
| Managed Assets ($) | $268,216,000 | 248 |
| Non-managed Assets ($) | $33,200,000 | 272 |
| Memoranda | ||
| Gross Fiduciary activities income | $482,000 | 253 |
| 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 | $531,000 | 363 |
| Number of Managed Accounts | $478,000 | 293 |
| Number of Non-Managed Accounts | $53,000 | 525 |
| Total fiduciary and related assets | $326,806,000 | 287 |
| Managed Assets ($) | $288,770,000 | 246 |
| Non-managed Assets ($) | $38,036,000 | 357 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,307,000 | 243 |
| 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 | $534,000 | 307 |
| Number of Managed Accounts | $490,000 | 259 |
| Number of Non-Managed Accounts | $44,000 | 288 |
| Total fiduciary and related assets | $355,687,000 | 286 |
| Managed Assets ($) | $320,826,000 | 242 |
| Non-managed Assets ($) | $34,861,000 | 298 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,777,000 | 245 |
| 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 | $540,000 | 309 |
| Number of Managed Accounts | $496,000 | 259 |
| Number of Non-Managed Accounts | $44,000 | 287 |
| Total fiduciary and related assets | $367,256,000 | 292 |
| Managed Assets ($) | $331,383,000 | 244 |
| Non-managed Assets ($) | $35,873,000 | 302 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,200,000 | 247 |
| 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 | $530,000 | 312 |
| Number of Managed Accounts | $490,000 | 263 |
| Number of Non-Managed Accounts | $40,000 | 301 |
| Total fiduciary and related assets | $361,734,000 | 300 |
| Managed Assets ($) | $327,140,000 | 252 |
| Non-managed Assets ($) | $34,594,000 | 309 |
| Memoranda | ||
| Gross Fiduciary activities income | $560,000 | 261 |
| 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 | $539,000 | 358 |
| Number of Managed Accounts | $499,000 | 279 |
| Number of Non-Managed Accounts | $40,000 | 603 |
| Total fiduciary and related assets | $375,389,000 | 300 |
| Managed Assets ($) | $342,085,000 | 251 |
| Non-managed Assets ($) | $33,304,000 | 421 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,906,000 | 221 |
| 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 | $537,000 | 295 |
| Number of Managed Accounts | $499,000 | 252 |
| Number of Non-Managed Accounts | $38,000 | 295 |
| Total fiduciary and related assets | $382,053,000 | 299 |
| Managed Assets ($) | $350,518,000 | 245 |
| Non-managed Assets ($) | $31,535,000 | 302 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,237,000 | 216 |
| 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 | $552,000 | 294 |
| Number of Managed Accounts | $509,000 | 251 |
| Number of Non-Managed Accounts | $43,000 | 294 |
| Total fiduciary and related assets | $367,568,000 | 309 |
| Managed Assets ($) | $334,687,000 | 257 |
| Non-managed Assets ($) | $32,881,000 | 308 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,515,000 | 221 |
| 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 | $580,000 | 292 |
| Number of Managed Accounts | $522,000 | 247 |
| Number of Non-Managed Accounts | $58,000 | 272 |
| Total fiduciary and related assets | $370,468,000 | 303 |
| Managed Assets ($) | $329,187,000 | 252 |
| Non-managed Assets ($) | $41,281,000 | 294 |
| Memoranda | ||
| Gross Fiduciary activities income | $756,000 | 221 |
| 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 | $599,000 | 333 |
| Number of Managed Accounts | $539,000 | 261 |
| Number of Non-Managed Accounts | $60,000 | 504 |
| Total fiduciary and related assets | $370,341,000 | 304 |
| Managed Assets ($) | $328,909,000 | 256 |
| Non-managed Assets ($) | $41,432,000 | 386 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,398,000 | 240 |
| 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 | $606,000 | 291 |
| Number of Managed Accounts | $544,000 | 242 |
| Number of Non-Managed Accounts | $62,000 | 272 |
| Total fiduciary and related assets | $368,238,000 | 305 |
| Managed Assets ($) | $328,265,000 | 256 |
| Non-managed Assets ($) | $39,973,000 | 293 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,707,000 | 257 |
| 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 | $620,000 | 292 |
| Number of Managed Accounts | $558,000 | 246 |
| Number of Non-Managed Accounts | $62,000 | 281 |
| Total fiduciary and related assets | $367,122,000 | 306 |
| Managed Assets ($) | $325,534,000 | 256 |
| Non-managed Assets ($) | $41,588,000 | 293 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,145,000 | 258 |
| 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 | $632,000 | 288 |
| Number of Managed Accounts | $566,000 | 247 |
| Number of Non-Managed Accounts | $66,000 | 280 |
| Total fiduciary and related assets | $380,994,000 | 300 |
| Managed Assets ($) | $336,212,000 | 248 |
| Non-managed Assets ($) | $44,782,000 | 292 |
| Memoranda | ||
| Gross Fiduciary activities income | $545,000 | 264 |
| 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 | $641,000 | 319 |
| Number of Managed Accounts | $575,000 | 259 |
| Number of Non-Managed Accounts | $66,000 | 504 |
| Total fiduciary and related assets | $377,889,000 | 302 |
| Managed Assets ($) | $332,765,000 | 250 |
| Non-managed Assets ($) | $45,124,000 | 360 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,155,000 | 257 |
| 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 | $649,000 | 273 |
| Number of Managed Accounts | $583,000 | 239 |
| Number of Non-Managed Accounts | $66,000 | 278 |
| Total fiduciary and related assets | $377,987,000 | 294 |
| Managed Assets ($) | $331,766,000 | 245 |
| Non-managed Assets ($) | $46,221,000 | 285 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,572,000 | 260 |
| 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 | $656,000 | 278 |
| Number of Managed Accounts | $588,000 | 236 |
| Number of Non-Managed Accounts | $68,000 | 280 |
| Total fiduciary and related assets | $368,051,000 | 296 |
| Managed Assets ($) | $323,824,000 | 246 |
| Non-managed Assets ($) | $44,227,000 | 291 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,010,000 | 264 |
| 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 | $657,000 | 276 |
| Number of Managed Accounts | $586,000 | 238 |
| Number of Non-Managed Accounts | $71,000 | 273 |
| Total fiduciary and related assets | $362,374,000 | 298 |
| Managed Assets ($) | $319,898,000 | 244 |
| Non-managed Assets ($) | $42,476,000 | 296 |
| Memoranda | ||
| Gross Fiduciary activities income | $430,000 | 296 |
| 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 | $665,000 | 306 |
| Number of Managed Accounts | $598,000 | 239 |
| Number of Non-Managed Accounts | $67,000 | 510 |
| Total fiduciary and related assets | $357,139,000 | 298 |
| Managed Assets ($) | $323,536,000 | 243 |
| Non-managed Assets ($) | $33,603,000 | 407 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,912,000 | 266 |
| 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 | $673,000 | 266 |
| Number of Managed Accounts | $604,000 | 226 |
| Number of Non-Managed Accounts | $69,000 | 276 |
| Total fiduciary and related assets | $343,846,000 | 296 |
| Managed Assets ($) | $309,036,000 | 243 |
| Non-managed Assets ($) | $34,810,000 | 300 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,373,000 | 278 |
| 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 | $681,000 | 266 |
| Number of Managed Accounts | $611,000 | 226 |
| Number of Non-Managed Accounts | $70,000 | 289 |
| Total fiduciary and related assets | $329,202,000 | 304 |
| Managed Assets ($) | $294,317,000 | 250 |
| Non-managed Assets ($) | $34,885,000 | 307 |
| Memoranda | ||
| Gross Fiduciary activities income | $920,000 | 278 |
| 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 | $688,000 | 266 |
| Number of Managed Accounts | $622,000 | 223 |
| Number of Non-Managed Accounts | $66,000 | 294 |
| Total fiduciary and related assets | $342,458,000 | 302 |
| Managed Assets ($) | $305,898,000 | 245 |
| Non-managed Assets ($) | $36,560,000 | 307 |
| Memoranda | ||
| Gross Fiduciary activities income | $409,000 | 293 |
| 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 | $684,000 | 312 |
| Number of Managed Accounts | $622,000 | 244 |
| Number of Non-Managed Accounts | $62,000 | 558 |
| Total fiduciary and related assets | $341,583,000 | 313 |
| Managed Assets ($) | $305,700,000 | 251 |
| Non-managed Assets ($) | $35,883,000 | 413 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,806,000 | 276 |
| 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 | $684,000 | 280 |
| Number of Managed Accounts | $624,000 | 226 |
| Number of Non-Managed Accounts | $60,000 | 310 |
| Total fiduciary and related assets | $326,719,000 | 319 |
| Managed Assets ($) | $292,742,000 | 257 |
| Non-managed Assets ($) | $33,977,000 | 320 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,209,000 | 307 |
| 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 | $682,000 | 285 |
| Number of Managed Accounts | $625,000 | 228 |
| Number of Non-Managed Accounts | $57,000 | 322 |
| Total fiduciary and related assets | $346,069,000 | 309 |
| Managed Assets ($) | $313,839,000 | 250 |
| Non-managed Assets ($) | $32,230,000 | 325 |
| Memoranda | ||
| Gross Fiduciary activities income | $833,000 | 309 |
| 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 | $673,000 | 290 |
| Number of Managed Accounts | $618,000 | 241 |
| Number of Non-Managed Accounts | $55,000 | 331 |
| Total fiduciary and related assets | $324,896,000 | 319 |
| Managed Assets ($) | $297,175,000 | 257 |
| Non-managed Assets ($) | $27,721,000 | 337 |
| Memoranda | ||
| Gross Fiduciary activities income | $332,000 | 347 |
| 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 | $669,000 | 330 |
| Number of Managed Accounts | $620,000 | 259 |
| Number of Non-Managed Accounts | $49,000 | 635 |
| Total fiduciary and related assets | $321,607,000 | 324 |
| Managed Assets ($) | $297,238,000 | 259 |
| Non-managed Assets ($) | $24,369,000 | 472 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,711,000 | 310 |
| 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 | $695,000 | 310 |
| Number of Managed Accounts | $659,000 | 235 |
| Number of Non-Managed Accounts | $36,000 | 683 |
| Total fiduciary and related assets | $317,939,000 | 311 |
| Managed Assets ($) | $303,808,000 | 252 |
| Non-managed Assets ($) | $14,131,000 | 563 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,795,000 | 305 |
| 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 | $1,641,000 | 322 |
| 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 | $1,571,000 | 366 |
| 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 | $1,534,000 | 369 |
| 1997-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,527,000 | 374 |
| 1996-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,353,000 | 436 |
| 1995-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,149,000 | 502 |
| 1994-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,075,000 | 509 |
| 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 | $971,000 | 549 |
| 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 | $792,000 | 611 |