Home > Centier Bank > Fiduciary and Related Services
Centier Bank, Fiduciary and Related Services
| 2023-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 4 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $67,904,000 | 13 |
| Number of Managed Accounts | $67,774,000 | 7 |
| Number of Non-Managed Accounts | $130,000 | 225 |
| Total fiduciary and related assets | $739,077,000 | 291 |
| Managed Assets ($) | $513,015,000 | 296 |
| Non-managed Assets ($) | $226,062,000 | 204 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,305,000 | 252 |
| 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 | $65,091,000 | 12 |
| Number of Managed Accounts | $64,960,000 | 7 |
| Number of Non-Managed Accounts | $131,000 | 168 |
| Total fiduciary and related assets | $704,052,000 | 273 |
| Managed Assets ($) | $483,294,000 | 277 |
| Non-managed Assets ($) | $220,758,000 | 187 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,911,000 | 255 |
| 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 | $64,649,000 | 13 |
| Number of Managed Accounts | $64,515,000 | 7 |
| Number of Non-Managed Accounts | $134,000 | 181 |
| Total fiduciary and related assets | $698,965,000 | 285 |
| Managed Assets ($) | $477,888,000 | 295 |
| Non-managed Assets ($) | $221,077,000 | 198 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,661,000 | 249 |
| 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 | $62,727,000 | 13 |
| Number of Managed Accounts | $62,594,000 | 7 |
| Number of Non-Managed Accounts | $133,000 | 174 |
| Total fiduciary and related assets | $681,098,000 | 280 |
| Managed Assets ($) | $461,482,000 | 288 |
| Non-managed Assets ($) | $219,616,000 | 194 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,205,000 | 271 |
| 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 | $62,073,000 | 14 |
| Number of Managed Accounts | $61,939,000 | 7 |
| Number of Non-Managed Accounts | $134,000 | 222 |
| Total fiduciary and related assets | $609,542,000 | 307 |
| Managed Assets ($) | $425,678,000 | 318 |
| Non-managed Assets ($) | $183,864,000 | 227 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,966,000 | 269 |
| 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 | $60,467,000 | 14 |
| Number of Managed Accounts | $60,331,000 | 7 |
| Number of Non-Managed Accounts | $136,000 | 177 |
| Total fiduciary and related assets | $596,342,000 | 296 |
| Managed Assets ($) | $412,834,000 | 298 |
| Non-managed Assets ($) | $183,508,000 | 209 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,781,000 | 264 |
| 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 | $60,021,000 | 13 |
| Number of Managed Accounts | $59,883,000 | 7 |
| Number of Non-Managed Accounts | $138,000 | 167 |
| Total fiduciary and related assets | $602,711,000 | 272 |
| Managed Assets ($) | $424,268,000 | 274 |
| Non-managed Assets ($) | $178,443,000 | 194 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,564,000 | 233 |
| 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 | $57,849,000 | 13 |
| Number of Managed Accounts | $57,708,000 | 7 |
| Number of Non-Managed Accounts | $141,000 | 159 |
| Total fiduciary and related assets | $657,300,000 | 257 |
| Managed Assets ($) | $463,720,000 | 261 |
| Non-managed Assets ($) | $193,580,000 | 183 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,225,000 | 242 |
| 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 | $58,149,000 | 13 |
| Number of Managed Accounts | $58,001,000 | 7 |
| Number of Non-Managed Accounts | $148,000 | 190 |
| Total fiduciary and related assets | $642,331,000 | 285 |
| Managed Assets ($) | $463,049,000 | 283 |
| Non-managed Assets ($) | $179,282,000 | 206 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,713,000 | 243 |
| 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 | $57,133,000 | 13 |
| Number of Managed Accounts | $56,983,000 | 7 |
| Number of Non-Managed Accounts | $150,000 | 149 |
| Total fiduciary and related assets | $608,820,000 | 267 |
| Managed Assets ($) | $433,918,000 | 264 |
| Non-managed Assets ($) | $174,902,000 | 188 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,482,000 | 242 |
| 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 | $57,180,000 | 13 |
| Number of Managed Accounts | $57,023,000 | 7 |
| Number of Non-Managed Accounts | $157,000 | 151 |
| Total fiduciary and related assets | $577,835,000 | 289 |
| Managed Assets ($) | $407,000,000 | 291 |
| Non-managed Assets ($) | $170,835,000 | 205 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,364,000 | 240 |
| 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 | $56,463,000 | 13 |
| Number of Managed Accounts | $56,297,000 | 7 |
| Number of Non-Managed Accounts | $166,000 | 145 |
| Total fiduciary and related assets | $482,509,000 | 281 |
| Managed Assets ($) | $387,650,000 | 274 |
| Non-managed Assets ($) | $94,859,000 | 222 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,158,000 | 239 |
| 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 | $57,326,000 | 13 |
| Number of Managed Accounts | $57,156,000 | 7 |
| Number of Non-Managed Accounts | $170,000 | 177 |
| Total fiduciary and related assets | $470,741,000 | 307 |
| Managed Assets ($) | $382,369,000 | 294 |
| Non-managed Assets ($) | $88,372,000 | 268 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,244,000 | 237 |
| 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 | $51,802,000 | 13 |
| Number of Managed Accounts | $51,624,000 | 7 |
| Number of Non-Managed Accounts | $178,000 | 139 |
| Total fiduciary and related assets | $518,359,000 | 267 |
| Managed Assets ($) | $353,573,000 | 270 |
| Non-managed Assets ($) | $164,786,000 | 191 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,122,000 | 238 |
| 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 | $51,827,000 | 13 |
| Number of Managed Accounts | $51,658,000 | 7 |
| Number of Non-Managed Accounts | $169,000 | 149 |
| Total fiduciary and related assets | $579,016,000 | 266 |
| Managed Assets ($) | $407,814,000 | 274 |
| Non-managed Assets ($) | $171,202,000 | 194 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,120,000 | 234 |
| 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 | $51,589,000 | 14 |
| Number of Managed Accounts | $51,397,000 | 7 |
| Number of Non-Managed Accounts | $192,000 | 136 |
| Total fiduciary and related assets | $548,530,000 | 250 |
| Managed Assets ($) | $390,435,000 | 255 |
| Non-managed Assets ($) | $158,095,000 | 187 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,033,000 | 235 |
| 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 | $53,808,000 | 14 |
| Number of Managed Accounts | $53,550,000 | 7 |
| Number of Non-Managed Accounts | $258,000 | 142 |
| Total fiduciary and related assets | $577,310,000 | 272 |
| Managed Assets ($) | $400,859,000 | 280 |
| Non-managed Assets ($) | $176,451,000 | 197 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,175,000 | 237 |
| 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 | $52,930,000 | 13 |
| Number of Managed Accounts | $52,717,000 | 7 |
| Number of Non-Managed Accounts | $213,000 | 132 |
| Total fiduciary and related assets | $573,322,000 | 257 |
| Managed Assets ($) | $393,799,000 | 266 |
| Non-managed Assets ($) | $179,523,000 | 181 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,170,000 | 236 |
| 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 | $52,969,000 | 13 |
| Number of Managed Accounts | $52,739,000 | 7 |
| Number of Non-Managed Accounts | $230,000 | 130 |
| Total fiduciary and related assets | $567,575,000 | 268 |
| Managed Assets ($) | $390,152,000 | 278 |
| Non-managed Assets ($) | $177,423,000 | 183 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,184,000 | 231 |
| 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 | $51,416,000 | 13 |
| Number of Managed Accounts | $51,180,000 | 8 |
| Number of Non-Managed Accounts | $236,000 | 132 |
| Total fiduciary and related assets | $566,659,000 | 263 |
| Managed Assets ($) | $388,266,000 | 276 |
| Non-managed Assets ($) | $178,393,000 | 184 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,054,000 | 230 |
| 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 | $53,612,000 | 12 |
| Number of Managed Accounts | $53,389,000 | 7 |
| Number of Non-Managed Accounts | $223,000 | 161 |
| Total fiduciary and related assets | $536,892,000 | 265 |
| Managed Assets ($) | $374,079,000 | 272 |
| Non-managed Assets ($) | $162,813,000 | 193 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,218,000 | 233 |
| 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 | $50,004,000 | 14 |
| Number of Managed Accounts | $49,774,000 | 8 |
| Number of Non-Managed Accounts | $230,000 | 132 |
| Total fiduciary and related assets | $561,054,000 | 269 |
| Managed Assets ($) | $389,580,000 | 273 |
| Non-managed Assets ($) | $171,474,000 | 194 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,138,000 | 234 |
| 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 | $49,432,000 | 15 |
| Number of Managed Accounts | $49,192,000 | 9 |
| Number of Non-Managed Accounts | $240,000 | 131 |
| Total fiduciary and related assets | $590,552,000 | 259 |
| Managed Assets ($) | $429,093,000 | 260 |
| Non-managed Assets ($) | $161,459,000 | 199 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,164,000 | 230 |
| 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 | $46,959,000 | 16 |
| Number of Managed Accounts | $46,715,000 | 9 |
| Number of Non-Managed Accounts | $244,000 | 132 |
| Total fiduciary and related assets | $581,059,000 | 260 |
| Managed Assets ($) | $421,770,000 | 264 |
| Non-managed Assets ($) | $159,289,000 | 203 |
| Memoranda | ||
| Gross Fiduciary activities income | $974,000 | 245 |
| 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 | $47,712,000 | 16 |
| Number of Managed Accounts | $47,458,000 | 9 |
| Number of Non-Managed Accounts | $254,000 | 145 |
| Total fiduciary and related assets | $552,650,000 | 267 |
| Managed Assets ($) | $399,753,000 | 270 |
| Non-managed Assets ($) | $152,897,000 | 207 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,868,000 | 238 |
| 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 | $46,515,000 | 16 |
| Number of Managed Accounts | $46,218,000 | 9 |
| Number of Non-Managed Accounts | $297,000 | 114 |
| Total fiduciary and related assets | $546,175,000 | 268 |
| Managed Assets ($) | $394,503,000 | 268 |
| Non-managed Assets ($) | $151,672,000 | 207 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,911,000 | 238 |
| 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 | $45,399,000 | 17 |
| Number of Managed Accounts | $45,094,000 | 9 |
| Number of Non-Managed Accounts | $305,000 | 111 |
| Total fiduciary and related assets | $526,826,000 | 267 |
| Managed Assets ($) | $378,025,000 | 271 |
| Non-managed Assets ($) | $148,801,000 | 203 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,962,000 | 237 |
| 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 | $43,521,000 | 17 |
| Number of Managed Accounts | $43,189,000 | 9 |
| Number of Non-Managed Accounts | $332,000 | 107 |
| Total fiduciary and related assets | $517,400,000 | 268 |
| Managed Assets ($) | $369,964,000 | 274 |
| Non-managed Assets ($) | $147,436,000 | 201 |
| Memoranda | ||
| Gross Fiduciary activities income | $877,000 | 255 |
| 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 | $44,824,000 | 17 |
| Number of Managed Accounts | $44,290,000 | 9 |
| Number of Non-Managed Accounts | $534,000 | 93 |
| Total fiduciary and related assets | $491,063,000 | 269 |
| Managed Assets ($) | $355,335,000 | 279 |
| Non-managed Assets ($) | $135,728,000 | 210 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,703,000 | 238 |
| 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 | $43,576,000 | 17 |
| Number of Managed Accounts | $43,112,000 | 9 |
| Number of Non-Managed Accounts | $464,000 | 96 |
| Total fiduciary and related assets | $494,730,000 | 266 |
| Managed Assets ($) | $357,216,000 | 274 |
| Non-managed Assets ($) | $137,514,000 | 206 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,751,000 | 237 |
| 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 | $39,782,000 | 17 |
| Number of Managed Accounts | $39,482,000 | 10 |
| Number of Non-Managed Accounts | $300,000 | 115 |
| Total fiduciary and related assets | $484,933,000 | 272 |
| Managed Assets ($) | $343,221,000 | 282 |
| Non-managed Assets ($) | $141,712,000 | 205 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,693,000 | 253 |
| 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 | $39,936,000 | 17 |
| Number of Managed Accounts | $39,546,000 | 10 |
| Number of Non-Managed Accounts | $390,000 | 105 |
| Total fiduciary and related assets | $485,508,000 | 269 |
| Managed Assets ($) | $335,085,000 | 286 |
| Non-managed Assets ($) | $150,423,000 | 193 |
| Memoranda | ||
| Gross Fiduciary activities income | $771,000 | 262 |
| 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 | $41,343,000 | 17 |
| Number of Managed Accounts | $41,183,000 | 9 |
| Number of Non-Managed Accounts | $160,000 | 220 |
| Total fiduciary and related assets | $477,624,000 | 272 |
| Managed Assets ($) | $331,335,000 | 284 |
| Non-managed Assets ($) | $146,289,000 | 198 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,678,000 | 239 |
| 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 | $38,263,000 | 17 |
| Number of Managed Accounts | $38,074,000 | 10 |
| Number of Non-Managed Accounts | $189,000 | 155 |
| Total fiduciary and related assets | $476,169,000 | 270 |
| Managed Assets ($) | $328,767,000 | 285 |
| Non-managed Assets ($) | $147,402,000 | 195 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,765,000 | 239 |
| 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 | $37,468,000 | 18 |
| Number of Managed Accounts | $37,292,000 | 11 |
| Number of Non-Managed Accounts | $176,000 | 157 |
| Total fiduciary and related assets | $493,634,000 | 273 |
| Managed Assets ($) | $337,745,000 | 285 |
| Non-managed Assets ($) | $155,889,000 | 191 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,861,000 | 241 |
| 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 | $36,237,000 | 18 |
| Number of Managed Accounts | $35,599,000 | 10 |
| Number of Non-Managed Accounts | $638,000 | 80 |
| Total fiduciary and related assets | $493,261,000 | 275 |
| Managed Assets ($) | $339,067,000 | 286 |
| Non-managed Assets ($) | $154,194,000 | 194 |
| Memoranda | ||
| Gross Fiduciary activities income | $842,000 | 256 |
| 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 | $35,474,000 | 19 |
| Number of Managed Accounts | $35,025,000 | 10 |
| Number of Non-Managed Accounts | $449,000 | 117 |
| Total fiduciary and related assets | $483,018,000 | 278 |
| Managed Assets ($) | $332,452,000 | 293 |
| Non-managed Assets ($) | $150,566,000 | 192 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,533,000 | 243 |
| 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 | $34,432,000 | 20 |
| Number of Managed Accounts | $31,982,000 | 10 |
| Number of Non-Managed Accounts | $2,450,000 | 39 |
| Total fiduciary and related assets | $485,477,000 | 277 |
| Managed Assets ($) | $341,815,000 | 285 |
| Non-managed Assets ($) | $143,662,000 | 194 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,690,000 | 240 |
| 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 | $33,952,000 | 21 |
| Number of Managed Accounts | $31,704,000 | 10 |
| Number of Non-Managed Accounts | $2,248,000 | 40 |
| Total fiduciary and related assets | $486,177,000 | 277 |
| Managed Assets ($) | $341,985,000 | 287 |
| Non-managed Assets ($) | $144,192,000 | 198 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,837,000 | 242 |
| 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 | $32,869,000 | 22 |
| Number of Managed Accounts | $30,706,000 | 10 |
| Number of Non-Managed Accounts | $2,163,000 | 46 |
| Total fiduciary and related assets | $479,578,000 | 273 |
| Managed Assets ($) | $340,164,000 | 285 |
| Non-managed Assets ($) | $139,414,000 | 202 |
| Memoranda | ||
| Gross Fiduciary activities income | $828,000 | 258 |
| 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 | $32,350,000 | 20 |
| Number of Managed Accounts | $30,601,000 | 9 |
| Number of Non-Managed Accounts | $1,749,000 | 54 |
| Total fiduciary and related assets | $468,701,000 | 272 |
| Managed Assets ($) | $327,489,000 | 287 |
| Non-managed Assets ($) | $141,212,000 | 205 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,379,000 | 239 |
| 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 | $31,597,000 | 21 |
| Number of Managed Accounts | $30,609,000 | 10 |
| Number of Non-Managed Accounts | $988,000 | 65 |
| Total fiduciary and related assets | $456,217,000 | 270 |
| Managed Assets ($) | $319,443,000 | 282 |
| Non-managed Assets ($) | $136,774,000 | 193 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,576,000 | 236 |
| 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 | $31,161,000 | 21 |
| Number of Managed Accounts | $796,000 | 187 |
| Number of Non-Managed Accounts | $30,365,000 | 13 |
| Total fiduciary and related assets | $427,234,000 | 278 |
| Managed Assets ($) | $203,021,000 | 327 |
| Non-managed Assets ($) | $224,213,000 | 163 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,727,000 | 234 |
| 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 | $30,351,000 | 20 |
| Number of Managed Accounts | $858,000 | 177 |
| Number of Non-Managed Accounts | $29,493,000 | 13 |
| Total fiduciary and related assets | $432,515,000 | 274 |
| Managed Assets ($) | $202,125,000 | 326 |
| Non-managed Assets ($) | $230,390,000 | 156 |
| Memoranda | ||
| Gross Fiduciary activities income | $810,000 | 243 |
| 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 | $29,987,000 | 20 |
| Number of Managed Accounts | $895,000 | 172 |
| Number of Non-Managed Accounts | $29,092,000 | 13 |
| Total fiduciary and related assets | $422,518,000 | 277 |
| Managed Assets ($) | $202,810,000 | 335 |
| Non-managed Assets ($) | $219,708,000 | 156 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,203,000 | 230 |
| 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 | $29,519,000 | 21 |
| Number of Managed Accounts | $876,000 | 169 |
| Number of Non-Managed Accounts | $28,643,000 | 13 |
| Total fiduciary and related assets | $426,430,000 | 275 |
| Managed Assets ($) | $204,612,000 | 313 |
| Non-managed Assets ($) | $221,818,000 | 153 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,410,000 | 228 |
| 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 | $29,050,000 | 21 |
| Number of Managed Accounts | $865,000 | 169 |
| Number of Non-Managed Accounts | $28,185,000 | 13 |
| Total fiduciary and related assets | $402,825,000 | 276 |
| Managed Assets ($) | $195,192,000 | 313 |
| Non-managed Assets ($) | $207,633,000 | 160 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,670,000 | 227 |
| 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 | $28,278,000 | 22 |
| Number of Managed Accounts | $868,000 | 167 |
| Number of Non-Managed Accounts | $27,410,000 | 14 |
| Total fiduciary and related assets | $406,366,000 | 272 |
| Managed Assets ($) | $198,903,000 | 315 |
| Non-managed Assets ($) | $207,463,000 | 158 |
| Memoranda | ||
| Gross Fiduciary activities income | $817,000 | 230 |
| 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 | $27,799,000 | 21 |
| Number of Managed Accounts | $854,000 | 172 |
| Number of Non-Managed Accounts | $26,945,000 | 13 |
| Total fiduciary and related assets | $388,970,000 | 278 |
| Managed Assets ($) | $191,763,000 | 326 |
| Non-managed Assets ($) | $197,207,000 | 163 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,083,000 | 198 |
| 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 | $26,275,000 | 24 |
| Number of Managed Accounts | $895,000 | 161 |
| Number of Non-Managed Accounts | $25,380,000 | 13 |
| Total fiduciary and related assets | $372,561,000 | 272 |
| Managed Assets ($) | $184,723,000 | 312 |
| Non-managed Assets ($) | $187,838,000 | 162 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,356,000 | 197 |
| 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 | $26,022,000 | 24 |
| Number of Managed Accounts | $851,000 | 169 |
| Number of Non-Managed Accounts | $25,171,000 | 12 |
| Total fiduciary and related assets | $394,938,000 | 273 |
| Managed Assets ($) | $202,047,000 | 314 |
| Non-managed Assets ($) | $192,891,000 | 163 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,604,000 | 196 |
| 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 | $25,373,000 | 23 |
| Number of Managed Accounts | $868,000 | 160 |
| Number of Non-Managed Accounts | $24,505,000 | 12 |
| Total fiduciary and related assets | $392,169,000 | 274 |
| Managed Assets ($) | $205,316,000 | 318 |
| Non-managed Assets ($) | $186,853,000 | 169 |
| Memoranda | ||
| Gross Fiduciary activities income | $778,000 | 206 |
| 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 | $25,578,000 | 23 |
| Number of Managed Accounts | $948,000 | 158 |
| Number of Non-Managed Accounts | $24,630,000 | 12 |
| Total fiduciary and related assets | $395,826,000 | 272 |
| Managed Assets ($) | $199,701,000 | 333 |
| Non-managed Assets ($) | $196,125,000 | 169 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,085,000 | 197 |
| 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 | $25,011,000 | 22 |
| Number of Managed Accounts | $965,000 | 149 |
| Number of Non-Managed Accounts | $24,046,000 | 12 |
| Total fiduciary and related assets | $367,165,000 | 273 |
| Managed Assets ($) | $196,887,000 | 301 |
| Non-managed Assets ($) | $170,278,000 | 178 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,344,000 | 196 |
| 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 | $25,112,000 | 22 |
| Number of Managed Accounts | $952,000 | 147 |
| Number of Non-Managed Accounts | $24,160,000 | 12 |
| Total fiduciary and related assets | $333,253,000 | 276 |
| Managed Assets ($) | $178,174,000 | 305 |
| Non-managed Assets ($) | $155,079,000 | 181 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,658,000 | 190 |
| 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 | $24,788,000 | 24 |
| Number of Managed Accounts | $1,043,000 | 141 |
| Number of Non-Managed Accounts | $23,745,000 | 14 |
| Total fiduciary and related assets | $337,130,000 | 286 |
| Managed Assets ($) | $184,246,000 | 306 |
| Non-managed Assets ($) | $152,884,000 | 185 |
| Memoranda | ||
| Gross Fiduciary activities income | $829,000 | 189 |
| 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 | $24,491,000 | 25 |
| Number of Managed Accounts | $941,000 | 157 |
| Number of Non-Managed Accounts | $23,550,000 | 14 |
| Total fiduciary and related assets | $342,059,000 | 280 |
| Managed Assets ($) | $186,000,000 | 333 |
| Non-managed Assets ($) | $156,059,000 | 187 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,020,000 | 195 |
| 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 | $21,833,000 | 31 |
| Number of Managed Accounts | $830,000 | 176 |
| Number of Non-Managed Accounts | $21,003,000 | 17 |
| Total fiduciary and related assets | $337,873,000 | 280 |
| Managed Assets ($) | $194,655,000 | 297 |
| Non-managed Assets ($) | $143,218,000 | 183 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,299,000 | 193 |
| 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 | $21,522,000 | 30 |
| Number of Managed Accounts | $767,000 | 192 |
| Number of Non-Managed Accounts | $20,755,000 | 17 |
| Total fiduciary and related assets | $325,779,000 | 279 |
| Managed Assets ($) | $174,763,000 | 309 |
| Non-managed Assets ($) | $151,016,000 | 172 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,599,000 | 188 |
| 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 | $20,601,000 | 29 |
| Number of Managed Accounts | $724,000 | 199 |
| Number of Non-Managed Accounts | $19,877,000 | 16 |
| Total fiduciary and related assets | $308,564,000 | 282 |
| Managed Assets ($) | $157,459,000 | 316 |
| Non-managed Assets ($) | $151,105,000 | 164 |
| Memoranda | ||
| Gross Fiduciary activities income | $759,000 | 192 |
| 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 | $19,349,000 | 30 |
| Number of Managed Accounts | $727,000 | 210 |
| Number of Non-Managed Accounts | $18,622,000 | 17 |
| Total fiduciary and related assets | $342,353,000 | 280 |
| Managed Assets ($) | $168,457,000 | 350 |
| Non-managed Assets ($) | $173,896,000 | 169 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,095,000 | 203 |
| 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 | $19,215,000 | 30 |
| Number of Managed Accounts | $726,000 | 200 |
| Number of Non-Managed Accounts | $18,489,000 | 16 |
| Total fiduciary and related assets | $385,718,000 | 276 |
| Managed Assets ($) | $181,680,000 | 327 |
| Non-managed Assets ($) | $204,038,000 | 164 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,374,000 | 206 |
| 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 | $18,944,000 | 31 |
| Number of Managed Accounts | $741,000 | 202 |
| Number of Non-Managed Accounts | $18,203,000 | 18 |
| Total fiduciary and related assets | $423,963,000 | 276 |
| Managed Assets ($) | $197,658,000 | 326 |
| Non-managed Assets ($) | $226,305,000 | 164 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,687,000 | 203 |
| 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 | $17,890,000 | 31 |
| Number of Managed Accounts | $725,000 | 207 |
| Number of Non-Managed Accounts | $17,165,000 | 18 |
| Total fiduciary and related assets | $408,418,000 | 289 |
| Managed Assets ($) | $197,488,000 | 336 |
| Non-managed Assets ($) | $210,930,000 | 176 |
| Memoranda | ||
| Gross Fiduciary activities income | $808,000 | 212 |
| 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 | $16,254,000 | 33 |
| Number of Managed Accounts | $719,000 | 214 |
| Number of Non-Managed Accounts | $15,535,000 | 18 |
| Total fiduciary and related assets | $437,631,000 | 286 |
| Managed Assets ($) | $213,833,000 | 348 |
| Non-managed Assets ($) | $223,798,000 | 173 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,032,000 | 217 |
| 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 | $15,716,000 | 36 |
| Number of Managed Accounts | $700,000 | 207 |
| Number of Non-Managed Accounts | $15,016,000 | 18 |
| Total fiduciary and related assets | $437,892,000 | 287 |
| Managed Assets ($) | $212,728,000 | 326 |
| Non-managed Assets ($) | $225,164,000 | 169 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,272,000 | 214 |
| 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 | $15,420,000 | 34 |
| Number of Managed Accounts | $674,000 | 215 |
| Number of Non-Managed Accounts | $14,746,000 | 19 |
| Total fiduciary and related assets | $422,137,000 | 299 |
| Managed Assets ($) | $199,418,000 | 333 |
| Non-managed Assets ($) | $222,719,000 | 173 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,541,000 | 219 |
| 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 | $13,904,000 | 37 |
| Number of Managed Accounts | $674,000 | 213 |
| Number of Non-Managed Accounts | $13,230,000 | 21 |
| Total fiduciary and related assets | $400,987,000 | 298 |
| Managed Assets ($) | $192,108,000 | 339 |
| Non-managed Assets ($) | $208,879,000 | 179 |
| Memoranda | ||
| Gross Fiduciary activities income | $689,000 | 234 |
| 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 | $11,902,000 | 40 |
| Number of Managed Accounts | $673,000 | 222 |
| Number of Non-Managed Accounts | $11,229,000 | 24 |
| Total fiduciary and related assets | $378,832,000 | 301 |
| Managed Assets ($) | $190,180,000 | 366 |
| Non-managed Assets ($) | $188,652,000 | 188 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,694,000 | 219 |
| 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 | $11,033,000 | 41 |
| Number of Managed Accounts | $624,000 | 228 |
| Number of Non-Managed Accounts | $10,409,000 | 25 |
| Total fiduciary and related assets | $351,440,000 | 309 |
| Managed Assets ($) | $167,916,000 | 326 |
| Non-managed Assets ($) | $183,524,000 | 190 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,045,000 | 225 |
| 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 | $10,616,000 | 41 |
| Number of Managed Accounts | $600,000 | 238 |
| Number of Non-Managed Accounts | $10,016,000 | 26 |
| Total fiduciary and related assets | $358,367,000 | 310 |
| Managed Assets ($) | $168,252,000 | 332 |
| Non-managed Assets ($) | $190,115,000 | 194 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,465,000 | 221 |
| 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 | $3,513,000 | 86 |
| Number of Managed Accounts | $634,000 | 227 |
| Number of Non-Managed Accounts | $2,879,000 | 42 |
| Total fiduciary and related assets | $342,772,000 | 315 |
| Managed Assets ($) | $156,048,000 | 338 |
| Non-managed Assets ($) | $186,724,000 | 198 |
| Memoranda | ||
| Gross Fiduciary activities income | $817,000 | 208 |
| 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 | $1,253,000 | 180 |
| Number of Managed Accounts | $715,000 | 219 |
| Number of Non-Managed Accounts | $538,000 | 125 |
| Total fiduciary and related assets | $334,387,000 | 320 |
| Managed Assets ($) | $163,659,000 | 383 |
| Non-managed Assets ($) | $170,728,000 | 210 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,767,000 | 295 |
| 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 | $1,029,000 | 191 |
| Number of Managed Accounts | $694,000 | 211 |
| Number of Non-Managed Accounts | $335,000 | 138 |
| Total fiduciary and related assets | $324,690,000 | 316 |
| Managed Assets ($) | $229,324,000 | 294 |
| Non-managed Assets ($) | $95,366,000 | 237 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,260,000 | 296 |
| 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 | $876,000 | 229 |
| Number of Managed Accounts | $709,000 | 207 |
| Number of Non-Managed Accounts | $167,000 | 205 |
| Total fiduciary and related assets | $314,410,000 | 320 |
| Managed Assets ($) | $155,719,000 | 341 |
| Non-managed Assets ($) | $158,691,000 | 210 |
| Memoranda | ||
| Gross Fiduciary activities income | $794,000 | 310 |
| 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 | $855,000 | 233 |
| Number of Managed Accounts | $694,000 | 209 |
| Number of Non-Managed Accounts | $161,000 | 210 |
| Total fiduciary and related assets | $311,406,000 | 318 |
| Managed Assets ($) | $153,192,000 | 343 |
| Non-managed Assets ($) | $158,214,000 | 210 |
| Memoranda | ||
| Gross Fiduciary activities income | $382,000 | 315 |
| 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 | $837,000 | 259 |
| Number of Managed Accounts | $696,000 | 211 |
| Number of Non-Managed Accounts | $141,000 | 326 |
| Total fiduciary and related assets | $303,028,000 | 330 |
| Managed Assets ($) | $151,645,000 | 384 |
| Non-managed Assets ($) | $151,383,000 | 221 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,727,000 | 282 |
| 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 | $896,000 | 227 |
| Number of Managed Accounts | $741,000 | 196 |
| Number of Non-Managed Accounts | $155,000 | 221 |
| Total fiduciary and related assets | $292,432,000 | 328 |
| Managed Assets ($) | $144,997,000 | 330 |
| Non-managed Assets ($) | $147,435,000 | 214 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,275,000 | 286 |
| 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 | $802,000 | 246 |
| Number of Managed Accounts | $658,000 | 214 |
| Number of Non-Managed Accounts | $144,000 | 230 |
| Total fiduciary and related assets | $273,027,000 | 344 |
| Managed Assets ($) | $143,196,000 | 337 |
| Non-managed Assets ($) | $129,831,000 | 223 |
| Memoranda | ||
| Gross Fiduciary activities income | $877,000 | 287 |
| 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 | $805,000 | 245 |
| Number of Managed Accounts | $667,000 | 210 |
| Number of Non-Managed Accounts | $138,000 | 234 |
| Total fiduciary and related assets | $273,653,000 | 344 |
| Managed Assets ($) | $139,975,000 | 347 |
| Non-managed Assets ($) | $133,678,000 | 223 |
| Memoranda | ||
| Gross Fiduciary activities income | $477,000 | 271 |
| 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 | $800,000 | 283 |
| Number of Managed Accounts | $663,000 | 229 |
| Number of Non-Managed Accounts | $137,000 | 346 |
| Total fiduciary and related assets | $267,836,000 | 364 |
| Managed Assets ($) | $143,383,000 | 395 |
| Non-managed Assets ($) | $124,453,000 | 241 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,588,000 | 299 |
| 2003-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 473 |
| Number of Managed Accounts | $0 | 442 |
| Number of Non-Managed Accounts | $0 | 446 |
| Total fiduciary and related assets | $0 | 472 |
| Managed Assets ($) | $0 | 442 |
| Non-managed Assets ($) | $0 | 445 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,100,000 | 322 |
| 2003-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 474 |
| Number of Managed Accounts | $0 | 446 |
| Number of Non-Managed Accounts | $0 | 448 |
| Total fiduciary and related assets | $0 | 473 |
| Managed Assets ($) | $0 | 446 |
| Non-managed Assets ($) | $0 | 447 |
| Memoranda | ||
| Gross Fiduciary activities income | $739,000 | 327 |
| 2003-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 491 |
| Number of Managed Accounts | $0 | 461 |
| Number of Non-Managed Accounts | $0 | 460 |
| Total fiduciary and related assets | $0 | 490 |
| Managed Assets ($) | $0 | 461 |
| Non-managed Assets ($) | $0 | 458 |
| Memoranda | ||
| Gross Fiduciary activities income | $377,000 | 322 |
| 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 | $847,000 | 287 |
| Number of Managed Accounts | $752,000 | 228 |
| Number of Non-Managed Accounts | $95,000 | 438 |
| Total fiduciary and related assets | $242,738,000 | 375 |
| Managed Assets ($) | $164,093,000 | 376 |
| Non-managed Assets ($) | $78,645,000 | 290 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,446,000 | 334 |
| 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 | $761,000 | 291 |
| Number of Managed Accounts | $657,000 | 237 |
| Number of Non-Managed Accounts | $104,000 | 398 |
| Total fiduciary and related assets | $221,710,000 | 380 |
| Managed Assets ($) | $182,147,000 | 346 |
| Non-managed Assets ($) | $39,563,000 | 380 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,415,000 | 354 |
| 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 | $1,212,000 | 382 |
| 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 | $976,000 | 472 |
| 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 | $918,000 | 484 |
| 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 | $809,000 | 528 |
| 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 | $814,000 | 569 |
| 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 | $771,000 | 603 |
| 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 | $707,000 | 627 |
| 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 | $603,000 | 701 |
| 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 | $565,000 | 719 |