Home > Capital City Bank > Fiduciary and Related Services
Capital City Bank, 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 | $815,000 | 283 |
| Number of Managed Accounts | $805,000 | 246 |
| Number of Non-Managed Accounts | $10,000 | 610 |
| Total fiduciary and related assets | $1,243,939,000 | 234 |
| Managed Assets ($) | $1,234,216,000 | 199 |
| Non-managed Assets ($) | $9,723,000 | 534 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,910,000 | 235 |
| 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 | $805,000 | 262 |
| Number of Managed Accounts | $792,000 | 230 |
| Number of Non-Managed Accounts | $13,000 | 320 |
| Total fiduciary and related assets | $1,253,562,000 | 232 |
| Managed Assets ($) | $1,241,085,000 | 196 |
| Non-managed Assets ($) | $12,477,000 | 324 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,778,000 | 237 |
| 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 | $773,000 | 286 |
| Number of Managed Accounts | $758,000 | 254 |
| Number of Non-Managed Accounts | $15,000 | 369 |
| Total fiduciary and related assets | $1,176,386,000 | 238 |
| Managed Assets ($) | $1,160,808,000 | 202 |
| Non-managed Assets ($) | $15,578,000 | 375 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,802,000 | 238 |
| 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 | $723,000 | 272 |
| Number of Managed Accounts | $710,000 | 245 |
| Number of Non-Managed Accounts | $13,000 | 324 |
| Total fiduciary and related assets | $1,168,275,000 | 236 |
| Managed Assets ($) | $1,153,324,000 | 200 |
| Non-managed Assets ($) | $14,951,000 | 320 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,949,000 | 220 |
| 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 | $716,000 | 304 |
| Number of Managed Accounts | $702,000 | 263 |
| Number of Non-Managed Accounts | $14,000 | 580 |
| Total fiduciary and related assets | $1,135,620,000 | 230 |
| Managed Assets ($) | $1,120,854,000 | 195 |
| Non-managed Assets ($) | $14,766,000 | 491 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,015,000 | 219 |
| 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 | $715,000 | 263 |
| Number of Managed Accounts | $701,000 | 236 |
| Number of Non-Managed Accounts | $14,000 | 321 |
| Total fiduciary and related assets | $1,079,563,000 | 233 |
| Managed Assets ($) | $1,066,024,000 | 194 |
| Non-managed Assets ($) | $13,539,000 | 316 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,179,000 | 222 |
| 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 | $716,000 | 290 |
| Number of Managed Accounts | $701,000 | 257 |
| Number of Non-Managed Accounts | $15,000 | 374 |
| Total fiduciary and related assets | $1,105,984,000 | 225 |
| Managed Assets ($) | $1,091,744,000 | 188 |
| Non-managed Assets ($) | $14,240,000 | 372 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,429,000 | 219 |
| 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 | $705,000 | 274 |
| Number of Managed Accounts | $691,000 | 247 |
| Number of Non-Managed Accounts | $14,000 | 327 |
| Total fiduciary and related assets | $1,066,088,000 | 238 |
| Managed Assets ($) | $1,052,156,000 | 200 |
| Non-managed Assets ($) | $13,932,000 | 320 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,742,000 | 225 |
| 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 | $681,000 | 316 |
| Number of Managed Accounts | $667,000 | 275 |
| Number of Non-Managed Accounts | $14,000 | 609 |
| Total fiduciary and related assets | $1,096,758,000 | 234 |
| Managed Assets ($) | $1,082,649,000 | 196 |
| Non-managed Assets ($) | $14,109,000 | 506 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,468,000 | 239 |
| 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 | $672,000 | 284 |
| Number of Managed Accounts | $658,000 | 254 |
| Number of Non-Managed Accounts | $14,000 | 337 |
| Total fiduciary and related assets | $1,002,490,000 | 233 |
| Managed Assets ($) | $988,435,000 | 197 |
| Non-managed Assets ($) | $14,055,000 | 333 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,848,000 | 240 |
| 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 | $679,000 | 272 |
| Number of Managed Accounts | $665,000 | 242 |
| Number of Non-Managed Accounts | $14,000 | 356 |
| Total fiduciary and related assets | $1,016,549,000 | 200 |
| Managed Assets ($) | $1,000,715,000 | 171 |
| Non-managed Assets ($) | $15,834,000 | 348 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,267,000 | 212 |
| 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 | $667,000 | 251 |
| Number of Managed Accounts | $653,000 | 233 |
| Number of Non-Managed Accounts | $14,000 | 301 |
| Total fiduciary and related assets | $1,112,103,000 | 206 |
| Managed Assets ($) | $1,095,016,000 | 173 |
| Non-managed Assets ($) | $17,087,000 | 292 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,640,000 | 211 |
| 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 | $656,000 | 286 |
| Number of Managed Accounts | $642,000 | 256 |
| Number of Non-Managed Accounts | $14,000 | 589 |
| Total fiduciary and related assets | $1,098,012,000 | 217 |
| Managed Assets ($) | $1,080,031,000 | 178 |
| Non-managed Assets ($) | $17,981,000 | 449 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,799,000 | 205 |
| 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 | $659,000 | 254 |
| Number of Managed Accounts | $643,000 | 238 |
| Number of Non-Managed Accounts | $16,000 | 293 |
| Total fiduciary and related assets | $1,061,427,000 | 217 |
| Managed Assets ($) | $1,044,085,000 | 180 |
| Non-managed Assets ($) | $17,342,000 | 289 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,008,000 | 206 |
| 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 | $662,000 | 272 |
| Number of Managed Accounts | $644,000 | 253 |
| Number of Non-Managed Accounts | $18,000 | 332 |
| Total fiduciary and related assets | $1,097,679,000 | 210 |
| Managed Assets ($) | $1,079,028,000 | 176 |
| Non-managed Assets ($) | $18,651,000 | 338 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,301,000 | 206 |
| 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 | $652,000 | 255 |
| Number of Managed Accounts | $640,000 | 237 |
| Number of Non-Managed Accounts | $12,000 | 299 |
| Total fiduciary and related assets | $1,062,964,000 | 209 |
| Managed Assets ($) | $1,048,033,000 | 175 |
| Non-managed Assets ($) | $14,931,000 | 288 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,591,000 | 209 |
| 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 | $649,000 | 287 |
| Number of Managed Accounts | $640,000 | 254 |
| Number of Non-Managed Accounts | $9,000 | 652 |
| Total fiduciary and related assets | $999,563,000 | 217 |
| Managed Assets ($) | $985,610,000 | 179 |
| Non-managed Assets ($) | $13,953,000 | 492 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,972,000 | 202 |
| 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 | $628,000 | 255 |
| Number of Managed Accounts | $619,000 | 236 |
| Number of Non-Managed Accounts | $9,000 | 309 |
| Total fiduciary and related assets | $934,842,000 | 212 |
| Managed Assets ($) | $921,829,000 | 175 |
| Non-managed Assets ($) | $13,013,000 | 295 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,311,000 | 201 |
| 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 | $611,000 | 280 |
| Number of Managed Accounts | $602,000 | 254 |
| Number of Non-Managed Accounts | $9,000 | 357 |
| Total fiduciary and related assets | $882,834,000 | 221 |
| Managed Assets ($) | $871,210,000 | 179 |
| Non-managed Assets ($) | $11,624,000 | 350 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,780,000 | 204 |
| 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 | $613,000 | 259 |
| Number of Managed Accounts | $604,000 | 237 |
| Number of Non-Managed Accounts | $9,000 | 308 |
| Total fiduciary and related assets | $793,538,000 | 216 |
| Managed Assets ($) | $782,612,000 | 175 |
| Non-managed Assets ($) | $10,926,000 | 301 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,274,000 | 221 |
| 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 | $596,000 | 303 |
| Number of Managed Accounts | $587,000 | 262 |
| Number of Non-Managed Accounts | $9,000 | 669 |
| Total fiduciary and related assets | $906,530,000 | 217 |
| Managed Assets ($) | $893,883,000 | 177 |
| Non-managed Assets ($) | $12,647,000 | 504 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,762,000 | 207 |
| 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 | $590,000 | 262 |
| Number of Managed Accounts | $581,000 | 241 |
| Number of Non-Managed Accounts | $9,000 | 312 |
| Total fiduciary and related assets | $868,747,000 | 214 |
| Managed Assets ($) | $856,941,000 | 174 |
| Non-managed Assets ($) | $11,806,000 | 302 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,244,000 | 205 |
| 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 | $592,000 | 282 |
| Number of Managed Accounts | $582,000 | 251 |
| Number of Non-Managed Accounts | $10,000 | 340 |
| Total fiduciary and related assets | $916,892,000 | 205 |
| Managed Assets ($) | $905,185,000 | 171 |
| Non-managed Assets ($) | $11,707,000 | 334 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,790,000 | 207 |
| 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 | $591,000 | 286 |
| Number of Managed Accounts | $577,000 | 255 |
| Number of Non-Managed Accounts | $14,000 | 335 |
| Total fiduciary and related assets | $961,833,000 | 202 |
| Managed Assets ($) | $883,300,000 | 172 |
| Non-managed Assets ($) | $78,533,000 | 257 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,386,000 | 207 |
| 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 | $587,000 | 309 |
| Number of Managed Accounts | $572,000 | 263 |
| Number of Non-Managed Accounts | $15,000 | 615 |
| Total fiduciary and related assets | $831,218,000 | 213 |
| Managed Assets ($) | $760,164,000 | 179 |
| Non-managed Assets ($) | $71,054,000 | 282 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,309,000 | 212 |
| 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 | $585,000 | 281 |
| Number of Managed Accounts | $571,000 | 253 |
| Number of Non-Managed Accounts | $14,000 | 339 |
| Total fiduciary and related assets | $909,805,000 | 207 |
| Managed Assets ($) | $829,356,000 | 174 |
| Non-managed Assets ($) | $80,449,000 | 258 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,903,000 | 213 |
| 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 | $579,000 | 286 |
| Number of Managed Accounts | $566,000 | 257 |
| Number of Non-Managed Accounts | $13,000 | 343 |
| Total fiduciary and related assets | $871,377,000 | 210 |
| Managed Assets ($) | $807,218,000 | 175 |
| Non-managed Assets ($) | $64,159,000 | 273 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,578,000 | 213 |
| 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 | $572,000 | 291 |
| Number of Managed Accounts | $558,000 | 258 |
| Number of Non-Managed Accounts | $14,000 | 341 |
| Total fiduciary and related assets | $879,158,000 | 211 |
| Managed Assets ($) | $815,518,000 | 176 |
| Non-managed Assets ($) | $63,640,000 | 273 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,250,000 | 216 |
| 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 | $570,000 | 314 |
| Number of Managed Accounts | $556,000 | 271 |
| Number of Non-Managed Accounts | $14,000 | 648 |
| Total fiduciary and related assets | $869,906,000 | 211 |
| Managed Assets ($) | $805,495,000 | 177 |
| Non-managed Assets ($) | $64,411,000 | 298 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,044,000 | 208 |
| 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 | $567,000 | 284 |
| Number of Managed Accounts | $554,000 | 258 |
| Number of Non-Managed Accounts | $13,000 | 334 |
| Total fiduciary and related assets | $827,574,000 | 212 |
| Managed Assets ($) | $765,577,000 | 179 |
| Non-managed Assets ($) | $61,997,000 | 262 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,631,000 | 214 |
| 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 | $565,000 | 290 |
| Number of Managed Accounts | $552,000 | 259 |
| Number of Non-Managed Accounts | $13,000 | 335 |
| Total fiduciary and related assets | $802,319,000 | 212 |
| Managed Assets ($) | $741,854,000 | 177 |
| Non-managed Assets ($) | $60,465,000 | 263 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,369,000 | 220 |
| 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 | $554,000 | 295 |
| Number of Managed Accounts | $541,000 | 262 |
| Number of Non-Managed Accounts | $13,000 | 338 |
| Total fiduciary and related assets | $780,253,000 | 212 |
| Managed Assets ($) | $720,101,000 | 179 |
| Non-managed Assets ($) | $60,152,000 | 262 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,144,000 | 222 |
| 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 | $555,000 | 323 |
| Number of Managed Accounts | $543,000 | 274 |
| Number of Non-Managed Accounts | $12,000 | 696 |
| Total fiduciary and related assets | $764,819,000 | 212 |
| Managed Assets ($) | $707,904,000 | 178 |
| Non-managed Assets ($) | $56,915,000 | 306 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,528,000 | 214 |
| 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 | $545,000 | 297 |
| Number of Managed Accounts | $533,000 | 261 |
| Number of Non-Managed Accounts | $12,000 | 351 |
| Total fiduciary and related assets | $761,633,000 | 216 |
| Managed Assets ($) | $705,141,000 | 176 |
| Non-managed Assets ($) | $56,492,000 | 271 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,342,000 | 213 |
| 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 | $535,000 | 300 |
| Number of Managed Accounts | $523,000 | 267 |
| Number of Non-Managed Accounts | $12,000 | 349 |
| Total fiduciary and related assets | $761,017,000 | 214 |
| Managed Assets ($) | $706,042,000 | 179 |
| Non-managed Assets ($) | $54,975,000 | 276 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,187,000 | 218 |
| 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 | $520,000 | 303 |
| Number of Managed Accounts | $507,000 | 271 |
| Number of Non-Managed Accounts | $13,000 | 347 |
| Total fiduciary and related assets | $754,581,000 | 213 |
| Managed Assets ($) | $695,848,000 | 179 |
| Non-managed Assets ($) | $58,733,000 | 267 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,110,000 | 215 |
| 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 | $524,000 | 333 |
| Number of Managed Accounts | $510,000 | 275 |
| Number of Non-Managed Accounts | $14,000 | 702 |
| Total fiduciary and related assets | $742,157,000 | 213 |
| Managed Assets ($) | $680,957,000 | 181 |
| Non-managed Assets ($) | $61,200,000 | 288 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,461,000 | 220 |
| 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 | $516,000 | 306 |
| Number of Managed Accounts | $502,000 | 267 |
| Number of Non-Managed Accounts | $14,000 | 343 |
| Total fiduciary and related assets | $737,367,000 | 213 |
| Managed Assets ($) | $661,783,000 | 178 |
| Non-managed Assets ($) | $75,584,000 | 244 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,184,000 | 226 |
| 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 | $510,000 | 309 |
| Number of Managed Accounts | $496,000 | 270 |
| Number of Non-Managed Accounts | $14,000 | 346 |
| Total fiduciary and related assets | $751,341,000 | 217 |
| Managed Assets ($) | $667,645,000 | 181 |
| Non-managed Assets ($) | $83,696,000 | 243 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,125,000 | 229 |
| 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 | $512,000 | 308 |
| Number of Managed Accounts | $497,000 | 267 |
| Number of Non-Managed Accounts | $15,000 | 349 |
| Total fiduciary and related assets | $759,219,000 | 216 |
| Managed Assets ($) | $665,881,000 | 184 |
| Non-managed Assets ($) | $93,338,000 | 236 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,073,000 | 228 |
| 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 | $517,000 | 342 |
| Number of Managed Accounts | $502,000 | 282 |
| Number of Non-Managed Accounts | $15,000 | 730 |
| Total fiduciary and related assets | $766,390,000 | 211 |
| Managed Assets ($) | $674,303,000 | 181 |
| Non-managed Assets ($) | $92,087,000 | 245 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,025,000 | 228 |
| 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 | $517,000 | 308 |
| Number of Managed Accounts | $502,000 | 267 |
| Number of Non-Managed Accounts | $15,000 | 348 |
| Total fiduciary and related assets | $754,065,000 | 211 |
| Managed Assets ($) | $660,854,000 | 181 |
| Non-managed Assets ($) | $93,211,000 | 235 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,935,000 | 230 |
| 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 | $514,000 | 309 |
| Number of Managed Accounts | $499,000 | 269 |
| Number of Non-Managed Accounts | $15,000 | 343 |
| Total fiduciary and related assets | $742,977,000 | 211 |
| Managed Assets ($) | $647,405,000 | 184 |
| Non-managed Assets ($) | $95,572,000 | 231 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,930,000 | 236 |
| 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 | $519,000 | 309 |
| Number of Managed Accounts | $504,000 | 272 |
| Number of Non-Managed Accounts | $15,000 | 350 |
| Total fiduciary and related assets | $726,106,000 | 210 |
| Managed Assets ($) | $631,033,000 | 182 |
| Non-managed Assets ($) | $95,073,000 | 230 |
| Memoranda | ||
| Gross Fiduciary activities income | $970,000 | 238 |
| 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 | $528,000 | 345 |
| Number of Managed Accounts | $513,000 | 285 |
| Number of Non-Managed Accounts | $15,000 | 741 |
| Total fiduciary and related assets | $729,989,000 | 208 |
| Managed Assets ($) | $634,851,000 | 178 |
| Non-managed Assets ($) | $95,138,000 | 243 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,985,000 | 213 |
| 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 | $537,000 | 301 |
| Number of Managed Accounts | $522,000 | 262 |
| Number of Non-Managed Accounts | $15,000 | 334 |
| Total fiduciary and related assets | $715,128,000 | 205 |
| Managed Assets ($) | $626,673,000 | 170 |
| Non-managed Assets ($) | $88,455,000 | 231 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,897,000 | 213 |
| 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 | $526,000 | 302 |
| Number of Managed Accounts | $511,000 | 261 |
| Number of Non-Managed Accounts | $15,000 | 334 |
| Total fiduciary and related assets | $693,016,000 | 203 |
| Managed Assets ($) | $608,718,000 | 170 |
| Non-managed Assets ($) | $84,298,000 | 236 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,921,000 | 213 |
| 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 | $545,000 | 298 |
| Number of Managed Accounts | $530,000 | 257 |
| Number of Non-Managed Accounts | $15,000 | 334 |
| Total fiduciary and related assets | $708,222,000 | 198 |
| Managed Assets ($) | $624,974,000 | 170 |
| Non-managed Assets ($) | $83,248,000 | 240 |
| Memoranda | ||
| Gross Fiduciary activities income | $993,000 | 208 |
| 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 | $564,000 | 327 |
| Number of Managed Accounts | $548,000 | 263 |
| Number of Non-Managed Accounts | $16,000 | 746 |
| Total fiduciary and related assets | $691,797,000 | 202 |
| Managed Assets ($) | $614,251,000 | 171 |
| Non-managed Assets ($) | $77,546,000 | 267 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,155,000 | 196 |
| 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 | $565,000 | 286 |
| Number of Managed Accounts | $549,000 | 245 |
| Number of Non-Managed Accounts | $16,000 | 320 |
| Total fiduciary and related assets | $768,241,000 | 193 |
| Managed Assets ($) | $690,927,000 | 156 |
| Non-managed Assets ($) | $77,314,000 | 235 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,055,000 | 195 |
| 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 | $581,000 | 280 |
| Number of Managed Accounts | $562,000 | 236 |
| Number of Non-Managed Accounts | $19,000 | 315 |
| Total fiduciary and related assets | $768,884,000 | 183 |
| Managed Assets ($) | $668,352,000 | 151 |
| Non-managed Assets ($) | $100,532,000 | 213 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,035,000 | 196 |
| 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 | $585,000 | 278 |
| Number of Managed Accounts | $567,000 | 233 |
| Number of Non-Managed Accounts | $18,000 | 315 |
| Total fiduciary and related assets | $767,346,000 | 184 |
| Managed Assets ($) | $688,568,000 | 152 |
| Non-managed Assets ($) | $78,778,000 | 224 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,015,000 | 197 |
| 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 | $601,000 | 316 |
| Number of Managed Accounts | $583,000 | 248 |
| Number of Non-Managed Accounts | $18,000 | 731 |
| Total fiduciary and related assets | $733,120,000 | 185 |
| Managed Assets ($) | $660,603,000 | 153 |
| Non-managed Assets ($) | $72,517,000 | 261 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,365,000 | 154 |
| 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 | $613,000 | 276 |
| Number of Managed Accounts | $595,000 | 226 |
| Number of Non-Managed Accounts | $18,000 | 331 |
| Total fiduciary and related assets | $708,322,000 | 184 |
| Managed Assets ($) | $640,421,000 | 154 |
| Non-managed Assets ($) | $67,901,000 | 234 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,240,000 | 153 |
| 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 | $620,000 | 274 |
| Number of Managed Accounts | $600,000 | 225 |
| Number of Non-Managed Accounts | $20,000 | 327 |
| Total fiduciary and related assets | $757,206,000 | 186 |
| Managed Assets ($) | $677,140,000 | 156 |
| Non-managed Assets ($) | $80,066,000 | 229 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,160,000 | 158 |
| 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 | $662,000 | 267 |
| Number of Managed Accounts | $640,000 | 216 |
| Number of Non-Managed Accounts | $22,000 | 323 |
| Total fiduciary and related assets | $814,274,000 | 177 |
| Managed Assets ($) | $732,317,000 | 146 |
| Non-managed Assets ($) | $81,957,000 | 224 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,080,000 | 158 |
| 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 | $677,000 | 294 |
| Number of Managed Accounts | $654,000 | 225 |
| Number of Non-Managed Accounts | $23,000 | 718 |
| Total fiduciary and related assets | $822,728,000 | 175 |
| Managed Assets ($) | $744,907,000 | 145 |
| Non-managed Assets ($) | $77,821,000 | 253 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,235,000 | 155 |
| 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 | $695,000 | 260 |
| Number of Managed Accounts | $671,000 | 209 |
| Number of Non-Managed Accounts | $24,000 | 311 |
| Total fiduciary and related assets | $791,216,000 | 173 |
| Managed Assets ($) | $719,059,000 | 145 |
| Non-managed Assets ($) | $72,157,000 | 231 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,140,000 | 155 |
| 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 | $707,000 | 255 |
| Number of Managed Accounts | $682,000 | 202 |
| Number of Non-Managed Accounts | $25,000 | 312 |
| Total fiduciary and related assets | $750,098,000 | 175 |
| Managed Assets ($) | $678,946,000 | 143 |
| Non-managed Assets ($) | $71,152,000 | 236 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,100,000 | 157 |
| 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 | $722,000 | 256 |
| Number of Managed Accounts | $696,000 | 200 |
| Number of Non-Managed Accounts | $26,000 | 314 |
| Total fiduciary and related assets | $793,155,000 | 175 |
| Managed Assets ($) | $712,796,000 | 144 |
| Non-managed Assets ($) | $80,359,000 | 235 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,020,000 | 161 |
| 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 | $725,000 | 290 |
| Number of Managed Accounts | $698,000 | 219 |
| Number of Non-Managed Accounts | $27,000 | 698 |
| Total fiduciary and related assets | $784,937,000 | 178 |
| Managed Assets ($) | $706,799,000 | 143 |
| Non-managed Assets ($) | $78,138,000 | 259 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,925,000 | 162 |
| 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 | $725,000 | 255 |
| Number of Managed Accounts | $712,000 | 199 |
| Number of Non-Managed Accounts | $13,000 | 338 |
| Total fiduciary and related assets | $707,872,000 | 188 |
| Managed Assets ($) | $689,292,000 | 147 |
| Non-managed Assets ($) | $18,580,000 | 301 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,860,000 | 164 |
| 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 | $730,000 | 254 |
| Number of Managed Accounts | $718,000 | 200 |
| Number of Non-Managed Accounts | $12,000 | 352 |
| Total fiduciary and related assets | $668,801,000 | 188 |
| Managed Assets ($) | $651,625,000 | 147 |
| Non-managed Assets ($) | $17,176,000 | 304 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,900,000 | 169 |
| 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 | $721,000 | 253 |
| Number of Managed Accounts | $713,000 | 200 |
| Number of Non-Managed Accounts | $8,000 | 359 |
| Total fiduciary and related assets | $641,039,000 | 187 |
| Managed Assets ($) | $628,926,000 | 147 |
| Non-managed Assets ($) | $12,113,000 | 316 |
| Memoranda | ||
| Gross Fiduciary activities income | $970,000 | 165 |
| 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 | $733,000 | 288 |
| Number of Managed Accounts | $725,000 | 213 |
| Number of Non-Managed Accounts | $8,000 | 948 |
| Total fiduciary and related assets | $677,164,000 | 188 |
| Managed Assets ($) | $664,717,000 | 147 |
| Non-managed Assets ($) | $12,447,000 | 560 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,235,000 | 171 |
| 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 | $745,000 | 250 |
| Number of Managed Accounts | $736,000 | 197 |
| Number of Non-Managed Accounts | $9,000 | 376 |
| Total fiduciary and related assets | $719,539,000 | 191 |
| Managed Assets ($) | $705,548,000 | 148 |
| Non-managed Assets ($) | $13,991,000 | 340 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,300,000 | 172 |
| 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 | $735,000 | 261 |
| Number of Managed Accounts | $728,000 | 204 |
| Number of Non-Managed Accounts | $7,000 | 390 |
| Total fiduciary and related assets | $734,111,000 | 200 |
| Managed Assets ($) | $719,284,000 | 155 |
| Non-managed Assets ($) | $14,827,000 | 341 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,275,000 | 171 |
| 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 | $748,000 | 259 |
| Number of Managed Accounts | $737,000 | 204 |
| Number of Non-Managed Accounts | $11,000 | 378 |
| Total fiduciary and related assets | $774,450,000 | 202 |
| Managed Assets ($) | $758,740,000 | 158 |
| Non-managed Assets ($) | $15,710,000 | 343 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,150,000 | 169 |
| 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 | $739,000 | 280 |
| Number of Managed Accounts | $726,000 | 211 |
| Number of Non-Managed Accounts | $13,000 | 869 |
| Total fiduciary and related assets | $799,500,000 | 202 |
| Managed Assets ($) | $781,280,000 | 155 |
| Non-managed Assets ($) | $18,220,000 | 521 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,700,000 | 164 |
| 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 | $740,000 | 254 |
| Number of Managed Accounts | $726,000 | 203 |
| Number of Non-Managed Accounts | $14,000 | 352 |
| Total fiduciary and related assets | $781,431,000 | 205 |
| Managed Assets ($) | $765,214,000 | 155 |
| Non-managed Assets ($) | $16,217,000 | 324 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,600,000 | 159 |
| 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 | $745,000 | 255 |
| Number of Managed Accounts | $730,000 | 204 |
| Number of Non-Managed Accounts | $15,000 | 359 |
| Total fiduciary and related assets | $783,724,000 | 210 |
| Managed Assets ($) | $767,776,000 | 160 |
| Non-managed Assets ($) | $15,948,000 | 335 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,400,000 | 167 |
| 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 | $756,000 | 255 |
| Number of Managed Accounts | $735,000 | 202 |
| Number of Non-Managed Accounts | $21,000 | 341 |
| Total fiduciary and related assets | $784,998,000 | 209 |
| Managed Assets ($) | $764,727,000 | 156 |
| Non-managed Assets ($) | $20,271,000 | 327 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,225,000 | 160 |
| 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 | $731,000 | 287 |
| Number of Managed Accounts | $719,000 | 214 |
| Number of Non-Managed Accounts | $12,000 | 901 |
| Total fiduciary and related assets | $767,976,000 | 209 |
| Managed Assets ($) | $753,492,000 | 158 |
| Non-managed Assets ($) | $14,484,000 | 582 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,600,000 | 164 |
| 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 | $768,000 | 255 |
| Number of Managed Accounts | $754,000 | 199 |
| Number of Non-Managed Accounts | $14,000 | 354 |
| Total fiduciary and related assets | $724,950,000 | 215 |
| Managed Assets ($) | $713,052,000 | 166 |
| Non-managed Assets ($) | $11,898,000 | 345 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,419,000 | 170 |
| 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 | $751,000 | 263 |
| Number of Managed Accounts | $740,000 | 207 |
| Number of Non-Managed Accounts | $11,000 | 368 |
| Total fiduciary and related assets | $694,968,000 | 226 |
| Managed Assets ($) | $685,945,000 | 173 |
| Non-managed Assets ($) | $9,023,000 | 358 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,205,000 | 178 |
| 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 | $754,000 | 263 |
| Number of Managed Accounts | $742,000 | 207 |
| Number of Non-Managed Accounts | $12,000 | 373 |
| Total fiduciary and related assets | $707,232,000 | 223 |
| Managed Assets ($) | $697,253,000 | 170 |
| Non-managed Assets ($) | $9,979,000 | 360 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,050,000 | 184 |
| 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 | $745,000 | 288 |
| Number of Managed Accounts | $732,000 | 215 |
| Number of Non-Managed Accounts | $13,000 | 933 |
| Total fiduciary and related assets | $698,692,000 | 224 |
| Managed Assets ($) | $687,757,000 | 172 |
| Non-managed Assets ($) | $10,935,000 | 625 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,419,000 | 172 |
| 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 | $755,000 | 253 |
| Number of Managed Accounts | $744,000 | 200 |
| Number of Non-Managed Accounts | $11,000 | 370 |
| Total fiduciary and related assets | $691,841,000 | 224 |
| Managed Assets ($) | $680,879,000 | 170 |
| Non-managed Assets ($) | $10,962,000 | 351 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,176,000 | 174 |
| 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 | $756,000 | 253 |
| Number of Managed Accounts | $745,000 | 198 |
| Number of Non-Managed Accounts | $11,000 | 386 |
| Total fiduciary and related assets | $656,391,000 | 225 |
| Managed Assets ($) | $645,456,000 | 173 |
| Non-managed Assets ($) | $10,935,000 | 359 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,125,000 | 173 |
| 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 | $747,000 | 255 |
| Number of Managed Accounts | $734,000 | 199 |
| Number of Non-Managed Accounts | $13,000 | 381 |
| Total fiduciary and related assets | $657,321,000 | 229 |
| Managed Assets ($) | $646,056,000 | 174 |
| Non-managed Assets ($) | $11,265,000 | 360 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,112,000 | 172 |
| 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 | $737,000 | 285 |
| Number of Managed Accounts | $723,000 | 206 |
| Number of Non-Managed Accounts | $14,000 | 908 |
| Total fiduciary and related assets | $657,559,000 | 229 |
| Managed Assets ($) | $646,674,000 | 174 |
| Non-managed Assets ($) | $10,885,000 | 615 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,007,000 | 176 |
| 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 | $735,000 | 252 |
| Number of Managed Accounts | $720,000 | 197 |
| Number of Non-Managed Accounts | $15,000 | 368 |
| Total fiduciary and related assets | $616,924,000 | 227 |
| Managed Assets ($) | $606,753,000 | 175 |
| Non-managed Assets ($) | $10,171,000 | 354 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,726,000 | 181 |
| 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 | $733,000 | 258 |
| Number of Managed Accounts | $719,000 | 198 |
| Number of Non-Managed Accounts | $14,000 | 379 |
| Total fiduciary and related assets | $636,064,000 | 227 |
| Managed Assets ($) | $626,555,000 | 172 |
| Non-managed Assets ($) | $9,509,000 | 367 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,691,000 | 193 |
| 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 | $742,000 | 258 |
| Number of Managed Accounts | $731,000 | 199 |
| Number of Non-Managed Accounts | $11,000 | 388 |
| Total fiduciary and related assets | $634,998,000 | 231 |
| Managed Assets ($) | $625,618,000 | 174 |
| Non-managed Assets ($) | $9,380,000 | 376 |
| Memoranda | ||
| Gross Fiduciary activities income | $741,000 | 206 |
| 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 | $618,000 | 336 |
| Number of Managed Accounts | $608,000 | 248 |
| Number of Non-Managed Accounts | $10,000 | 1,006 |
| Total fiduciary and related assets | $408,129,000 | 288 |
| Managed Assets ($) | $398,586,000 | 220 |
| Non-managed Assets ($) | $9,543,000 | 666 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,650,000 | 217 |
| 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 | $617,000 | 300 |
| Number of Managed Accounts | $602,000 | 240 |
| Number of Non-Managed Accounts | $15,000 | 389 |
| Total fiduciary and related assets | $383,493,000 | 295 |
| Managed Assets ($) | $369,751,000 | 232 |
| Non-managed Assets ($) | $13,742,000 | 369 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,915,000 | 229 |
| 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 | $609,000 | 305 |
| Number of Managed Accounts | $593,000 | 243 |
| Number of Non-Managed Accounts | $16,000 | 393 |
| Total fiduciary and related assets | $376,223,000 | 299 |
| Managed Assets ($) | $362,698,000 | 234 |
| Non-managed Assets ($) | $13,525,000 | 372 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,255,000 | 237 |
| 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 | $599,000 | 315 |
| Number of Managed Accounts | $585,000 | 253 |
| Number of Non-Managed Accounts | $14,000 | 405 |
| Total fiduciary and related assets | $342,862,000 | 312 |
| Managed Assets ($) | $329,952,000 | 247 |
| Non-managed Assets ($) | $12,910,000 | 378 |
| Memoranda | ||
| Gross Fiduciary activities income | $605,000 | 252 |
| 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 | $602,000 | 362 |
| Number of Managed Accounts | $587,000 | 273 |
| Number of Non-Managed Accounts | $15,000 | 934 |
| Total fiduciary and related assets | $350,992,000 | 312 |
| Managed Assets ($) | $338,038,000 | 243 |
| Non-managed Assets ($) | $12,954,000 | 598 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,521,000 | 244 |
| 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 | $577,000 | 350 |
| Number of Managed Accounts | $562,000 | 264 |
| Number of Non-Managed Accounts | $15,000 | 901 |
| Total fiduciary and related assets | $350,826,000 | 294 |
| Managed Assets ($) | $337,052,000 | 243 |
| Non-managed Assets ($) | $13,774,000 | 570 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,505,000 | 254 |
| 2000-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $2,435,000 | 263 |
| 1999-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $2,227,000 | 313 |
| 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 | $1,761,000 | 344 |
| 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 | $1,202,000 | 420 |
| 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 | $1,164,000 | 468 |
| 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 | $942,000 | 546 |
| 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 | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |