Home > Community Bank of Raymore > Fiduciary and Related Services
Community Bank of Raymore, 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 | $210,000 | 540 |
| Number of Managed Accounts | $204,000 | 477 |
| Number of Non-Managed Accounts | $6,000 | 666 |
| Total fiduciary and related assets | $3,025,380,000 | 144 |
| Managed Assets ($) | $2,986,693,000 | 106 |
| Non-managed Assets ($) | $38,687,000 | 384 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,653,000 | 306 |
| 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 | $206,000 | 353 |
| Number of Managed Accounts | $204,000 | 327 |
| Number of Non-Managed Accounts | $2,000 | 357 |
| Total fiduciary and related assets | $2,997,163,000 | 142 |
| Managed Assets ($) | $2,991,378,000 | 107 |
| Non-managed Assets ($) | $5,785,000 | 340 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,790,000 | 301 |
| 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 | $203,000 | 421 |
| Number of Managed Accounts | $201,000 | 390 |
| Number of Non-Managed Accounts | $2,000 | 421 |
| Total fiduciary and related assets | $3,072,544,000 | 139 |
| Managed Assets ($) | $3,065,567,000 | 101 |
| Non-managed Assets ($) | $6,977,000 | 396 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,883,000 | 293 |
| 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 | $204,000 | 362 |
| Number of Managed Accounts | $203,000 | 336 |
| Number of Non-Managed Accounts | $1,000 | 367 |
| Total fiduciary and related assets | $3,136,312,000 | 141 |
| Managed Assets ($) | $3,135,475,000 | 104 |
| Non-managed Assets ($) | $837,000 | 368 |
| Memoranda | ||
| Gross Fiduciary activities income | $960,000 | 303 |
| 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 | $201,000 | 563 |
| Number of Managed Accounts | $200,000 | 494 |
| Number of Non-Managed Accounts | $1,000 | 816 |
| Total fiduciary and related assets | $1,393,265,000 | 213 |
| Managed Assets ($) | $1,392,415,000 | 170 |
| Non-managed Assets ($) | $850,000 | 737 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,151,000 | 294 |
| 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 | $199,000 | 378 |
| Number of Managed Accounts | $198,000 | 352 |
| Number of Non-Managed Accounts | $1,000 | 376 |
| Total fiduciary and related assets | $821,506,000 | 261 |
| Managed Assets ($) | $820,691,000 | 221 |
| Non-managed Assets ($) | $815,000 | 379 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,155,000 | 288 |
| 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 | $197,000 | 410 |
| Number of Managed Accounts | $196,000 | 380 |
| Number of Non-Managed Accounts | $1,000 | 404 |
| Total fiduciary and related assets | $740,683,000 | 240 |
| Managed Assets ($) | $739,779,000 | 207 |
| Non-managed Assets ($) | $904,000 | 406 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,171,000 | 253 |
| 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 | $201,000 | 341 |
| Number of Managed Accounts | $200,000 | 316 |
| Number of Non-Managed Accounts | $1,000 | 340 |
| Total fiduciary and related assets | $770,953,000 | 241 |
| Managed Assets ($) | $769,958,000 | 213 |
| Non-managed Assets ($) | $995,000 | 337 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,068,000 | 258 |
| 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 | $202,000 | 528 |
| Number of Managed Accounts | $201,000 | 461 |
| Number of Non-Managed Accounts | $1,000 | 792 |
| Total fiduciary and related assets | $746,098,000 | 258 |
| Managed Assets ($) | $745,096,000 | 226 |
| Non-managed Assets ($) | $1,002,000 | 700 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,597,000 | 280 |
| 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 | $196,000 | 330 |
| Number of Managed Accounts | $195,000 | 308 |
| Number of Non-Managed Accounts | $1,000 | 326 |
| Total fiduciary and related assets | $693,421,000 | 250 |
| Managed Assets ($) | $692,418,000 | 225 |
| Non-managed Assets ($) | $1,003,000 | 323 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,693,000 | 276 |
| 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 | $194,000 | 393 |
| Number of Managed Accounts | $193,000 | 363 |
| Number of Non-Managed Accounts | $1,000 | 390 |
| Total fiduciary and related assets | $691,094,000 | 262 |
| Managed Assets ($) | $690,000,000 | 229 |
| Non-managed Assets ($) | $1,094,000 | 383 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,784,000 | 273 |
| 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 | $197,000 | 332 |
| Number of Managed Accounts | $197,000 | 310 |
| Number of Non-Managed Accounts | $0 | 333 |
| Total fiduciary and related assets | $663,083,000 | 253 |
| Managed Assets ($) | $663,083,000 | 227 |
| Non-managed Assets ($) | $0 | 332 |
| Memoranda | ||
| Gross Fiduciary activities income | $652,000 | 313 |
| 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 | $197,000 | 531 |
| Number of Managed Accounts | $197,000 | 465 |
| Number of Non-Managed Accounts | $0 | 874 |
| Total fiduciary and related assets | $622,266,000 | 271 |
| Managed Assets ($) | $622,266,000 | 235 |
| Non-managed Assets ($) | $0 | 869 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,120,000 | 280 |
| 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 | $202,000 | 332 |
| Number of Managed Accounts | $202,000 | 308 |
| Number of Non-Managed Accounts | $0 | 335 |
| Total fiduciary and related assets | $584,416,000 | 253 |
| Managed Assets ($) | $584,416,000 | 226 |
| Non-managed Assets ($) | $0 | 335 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,323,000 | 272 |
| 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 | $201,000 | 387 |
| Number of Managed Accounts | $201,000 | 356 |
| Number of Non-Managed Accounts | $0 | 391 |
| Total fiduciary and related assets | $555,244,000 | 275 |
| Managed Assets ($) | $555,244,000 | 235 |
| Non-managed Assets ($) | $0 | 391 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,568,000 | 271 |
| 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 | $194,000 | 336 |
| Number of Managed Accounts | $194,000 | 312 |
| Number of Non-Managed Accounts | $0 | 338 |
| Total fiduciary and related assets | $528,632,000 | 253 |
| Managed Assets ($) | $528,632,000 | 223 |
| Non-managed Assets ($) | $0 | 338 |
| Memoranda | ||
| Gross Fiduciary activities income | $849,000 | 266 |
| 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 | $189,000 | 556 |
| Number of Managed Accounts | $189,000 | 477 |
| Number of Non-Managed Accounts | $0 | 902 |
| Total fiduciary and related assets | $614,135,000 | 264 |
| Managed Assets ($) | $614,135,000 | 229 |
| Non-managed Assets ($) | $0 | 897 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,325,000 | 234 |
| 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 | $189,000 | 340 |
| Number of Managed Accounts | $189,000 | 319 |
| Number of Non-Managed Accounts | $0 | 341 |
| Total fiduciary and related assets | $652,623,000 | 247 |
| Managed Assets ($) | $652,623,000 | 210 |
| Non-managed Assets ($) | $0 | 341 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,273,000 | 232 |
| 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 | $184,000 | 378 |
| Number of Managed Accounts | $184,000 | 354 |
| Number of Non-Managed Accounts | $0 | 381 |
| Total fiduciary and related assets | $615,830,000 | 255 |
| Managed Assets ($) | $615,830,000 | 225 |
| Non-managed Assets ($) | $0 | 381 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,615,000 | 212 |
| 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 | $184,000 | 383 |
| Number of Managed Accounts | $184,000 | 359 |
| Number of Non-Managed Accounts | $0 | 384 |
| Total fiduciary and related assets | $604,613,000 | 257 |
| Managed Assets ($) | $604,613,000 | 223 |
| Non-managed Assets ($) | $0 | 384 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,590,000 | 189 |
| 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 | $183,000 | 579 |
| Number of Managed Accounts | $183,000 | 493 |
| Number of Non-Managed Accounts | $0 | 932 |
| Total fiduciary and related assets | $868,587,000 | 203 |
| Managed Assets ($) | $868,587,000 | 167 |
| Non-managed Assets ($) | $0 | 927 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,078,000 | 172 |
| 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 | $184,000 | 385 |
| Number of Managed Accounts | $184,000 | 357 |
| Number of Non-Managed Accounts | $0 | 388 |
| Total fiduciary and related assets | $888,745,000 | 211 |
| Managed Assets ($) | $888,745,000 | 171 |
| Non-managed Assets ($) | $0 | 388 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,244,000 | 175 |
| 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 | $184,000 | 388 |
| Number of Managed Accounts | $183,000 | 361 |
| Number of Non-Managed Accounts | $1,000 | 382 |
| Total fiduciary and related assets | $866,040,000 | 211 |
| Managed Assets ($) | $865,453,000 | 171 |
| Non-managed Assets ($) | $587,000 | 382 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,354,000 | 181 |
| 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 | $188,000 | 387 |
| Number of Managed Accounts | $187,000 | 362 |
| Number of Non-Managed Accounts | $1,000 | 384 |
| Total fiduciary and related assets | $860,118,000 | 213 |
| Managed Assets ($) | $859,516,000 | 170 |
| Non-managed Assets ($) | $602,000 | 383 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,547,000 | 193 |
| 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 | $188,000 | 577 |
| Number of Managed Accounts | $187,000 | 489 |
| Number of Non-Managed Accounts | $1,000 | 899 |
| Total fiduciary and related assets | $627,035,000 | 250 |
| Managed Assets ($) | $626,491,000 | 210 |
| Non-managed Assets ($) | $544,000 | 827 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,652,000 | 195 |
| 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 | $191,000 | 382 |
| Number of Managed Accounts | $190,000 | 357 |
| Number of Non-Managed Accounts | $1,000 | 380 |
| Total fiduciary and related assets | $611,513,000 | 251 |
| Managed Assets ($) | $610,960,000 | 212 |
| Non-managed Assets ($) | $553,000 | 378 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,055,000 | 197 |
| 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 | $192,000 | 384 |
| Number of Managed Accounts | $192,000 | 356 |
| Number of Non-Managed Accounts | $0 | 386 |
| Total fiduciary and related assets | $591,818,000 | 251 |
| Managed Assets ($) | $591,818,000 | 211 |
| Non-managed Assets ($) | $0 | 386 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,610,000 | 201 |
| 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 | $194,000 | 385 |
| Number of Managed Accounts | $194,000 | 360 |
| Number of Non-Managed Accounts | $0 | 388 |
| Total fiduciary and related assets | $598,366,000 | 248 |
| Managed Assets ($) | $598,366,000 | 211 |
| Non-managed Assets ($) | $0 | 388 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,437,000 | 193 |
| 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 | $194,000 | 581 |
| Number of Managed Accounts | $194,000 | 481 |
| Number of Non-Managed Accounts | $0 | 999 |
| Total fiduciary and related assets | $678,014,000 | 227 |
| Managed Assets ($) | $678,014,000 | 185 |
| Non-managed Assets ($) | $0 | 989 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,771,000 | 236 |
| 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 | $194,000 | 389 |
| Number of Managed Accounts | $194,000 | 362 |
| Number of Non-Managed Accounts | $0 | 399 |
| Total fiduciary and related assets | $654,329,000 | 235 |
| Managed Assets ($) | $654,329,000 | 187 |
| Non-managed Assets ($) | $0 | 397 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,789,000 | 235 |
| 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 | $186,000 | 390 |
| Number of Managed Accounts | $186,000 | 365 |
| Number of Non-Managed Accounts | $0 | 404 |
| Total fiduciary and related assets | $648,815,000 | 236 |
| Managed Assets ($) | $648,815,000 | 190 |
| Non-managed Assets ($) | $0 | 403 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,935,000 | 233 |
| 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 | $193,000 | 389 |
| Number of Managed Accounts | $193,000 | 364 |
| Number of Non-Managed Accounts | $0 | 403 |
| Total fiduciary and related assets | $650,460,000 | 230 |
| Managed Assets ($) | $650,460,000 | 183 |
| Non-managed Assets ($) | $0 | 403 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,117,000 | 212 |
| 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 | $190,000 | 600 |
| Number of Managed Accounts | $190,000 | 498 |
| Number of Non-Managed Accounts | $0 | 1,030 |
| Total fiduciary and related assets | $738,386,000 | 215 |
| Managed Assets ($) | $738,386,000 | 174 |
| Non-managed Assets ($) | $0 | 1,021 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,885,000 | 182 |
| 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 | $191,000 | 387 |
| Number of Managed Accounts | $191,000 | 361 |
| Number of Non-Managed Accounts | $0 | 398 |
| Total fiduciary and related assets | $726,941,000 | 215 |
| Managed Assets ($) | $726,941,000 | 171 |
| Non-managed Assets ($) | $0 | 397 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,750,000 | 200 |
| 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 | $190,000 | 391 |
| Number of Managed Accounts | $190,000 | 366 |
| Number of Non-Managed Accounts | $0 | 403 |
| Total fiduciary and related assets | $728,018,000 | 223 |
| Managed Assets ($) | $728,018,000 | 175 |
| Non-managed Assets ($) | $0 | 401 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,653,000 | 192 |
| 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 | $189,000 | 392 |
| Number of Managed Accounts | $185,000 | 367 |
| Number of Non-Managed Accounts | $4,000 | 383 |
| Total fiduciary and related assets | $748,994,000 | 218 |
| Managed Assets ($) | $747,765,000 | 172 |
| Non-managed Assets ($) | $1,229,000 | 389 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,461,000 | 186 |
| 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 | $194,000 | 609 |
| Number of Managed Accounts | $187,000 | 509 |
| Number of Non-Managed Accounts | $7,000 | 856 |
| Total fiduciary and related assets | $743,607,000 | 218 |
| Managed Assets ($) | $740,704,000 | 172 |
| Non-managed Assets ($) | $2,903,000 | 767 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,386,000 | 186 |
| 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 | $200,000 | 391 |
| Number of Managed Accounts | $194,000 | 363 |
| Number of Non-Managed Accounts | $6,000 | 373 |
| Total fiduciary and related assets | $680,267,000 | 229 |
| Managed Assets ($) | $678,293,000 | 177 |
| Non-managed Assets ($) | $1,974,000 | 385 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,108,000 | 185 |
| 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 | $195,000 | 391 |
| Number of Managed Accounts | $191,000 | 365 |
| Number of Non-Managed Accounts | $4,000 | 385 |
| Total fiduciary and related assets | $679,834,000 | 228 |
| Managed Assets ($) | $678,568,000 | 174 |
| Non-managed Assets ($) | $1,266,000 | 390 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,766,000 | 182 |
| 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 | $172,000 | 396 |
| Number of Managed Accounts | $171,000 | 370 |
| Number of Non-Managed Accounts | $1,000 | 401 |
| Total fiduciary and related assets | $681,120,000 | 225 |
| Managed Assets ($) | $680,656,000 | 169 |
| Non-managed Assets ($) | $464,000 | 395 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,487,000 | 173 |
| 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 | $165,000 | 652 |
| Number of Managed Accounts | $164,000 | 536 |
| Number of Non-Managed Accounts | $1,000 | 1,052 |
| Total fiduciary and related assets | $646,118,000 | 230 |
| Managed Assets ($) | $645,650,000 | 175 |
| Non-managed Assets ($) | $468,000 | 947 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,635,000 | 196 |
| 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 | $162,000 | 378 |
| Number of Managed Accounts | $161,000 | 353 |
| Number of Non-Managed Accounts | $1,000 | 384 |
| Total fiduciary and related assets | $390,836,000 | 298 |
| Managed Assets ($) | $390,781,000 | 251 |
| Non-managed Assets ($) | $55,000 | 385 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,402,000 | 195 |
| 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 | $159,000 | 380 |
| Number of Managed Accounts | $158,000 | 353 |
| Number of Non-Managed Accounts | $1,000 | 385 |
| Total fiduciary and related assets | $380,460,000 | 300 |
| Managed Assets ($) | $380,401,000 | 244 |
| Non-managed Assets ($) | $59,000 | 385 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,256,000 | 195 |
| 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 | $158,000 | 384 |
| Number of Managed Accounts | $158,000 | 355 |
| Number of Non-Managed Accounts | $0 | 394 |
| Total fiduciary and related assets | $375,599,000 | 296 |
| Managed Assets ($) | $375,599,000 | 242 |
| Non-managed Assets ($) | $0 | 392 |
| Memoranda | ||
| Gross Fiduciary activities income | $858,000 | 238 |
| 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 | $147,000 | 687 |
| Number of Managed Accounts | $147,000 | 563 |
| Number of Non-Managed Accounts | $0 | 1,135 |
| Total fiduciary and related assets | $341,687,000 | 307 |
| Managed Assets ($) | $341,687,000 | 255 |
| Non-managed Assets ($) | $0 | 1,126 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,446,000 | 224 |
| 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 | $146,000 | 367 |
| Number of Managed Accounts | $146,000 | 347 |
| Number of Non-Managed Accounts | $0 | 373 |
| Total fiduciary and related assets | $332,380,000 | 311 |
| Managed Assets ($) | $332,380,000 | 256 |
| Non-managed Assets ($) | $0 | 370 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,494,000 | 225 |
| 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 | $146,000 | 369 |
| Number of Managed Accounts | $146,000 | 344 |
| Number of Non-Managed Accounts | $0 | 373 |
| Total fiduciary and related assets | $331,010,000 | 302 |
| Managed Assets ($) | $331,010,000 | 248 |
| Non-managed Assets ($) | $0 | 372 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,653,000 | 228 |
| 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 | $149,000 | 367 |
| Number of Managed Accounts | $149,000 | 341 |
| Number of Non-Managed Accounts | $0 | 372 |
| Total fiduciary and related assets | $336,117,000 | 300 |
| Managed Assets ($) | $336,117,000 | 246 |
| Non-managed Assets ($) | $0 | 371 |
| Memoranda | ||
| Gross Fiduciary activities income | $876,000 | 222 |
| 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 | $158,000 | 671 |
| Number of Managed Accounts | $142,000 | 571 |
| Number of Non-Managed Accounts | $16,000 | 753 |
| Total fiduciary and related assets | $332,124,000 | 299 |
| Managed Assets ($) | $150,062,000 | 376 |
| Non-managed Assets ($) | $182,062,000 | 170 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,165,000 | 196 |
| 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 | $156,000 | 371 |
| Number of Managed Accounts | $140,000 | 344 |
| Number of Non-Managed Accounts | $16,000 | 338 |
| Total fiduciary and related assets | $313,489,000 | 301 |
| Managed Assets ($) | $136,857,000 | 327 |
| Non-managed Assets ($) | $176,632,000 | 170 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,437,000 | 192 |
| 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 | $154,000 | 377 |
| Number of Managed Accounts | $138,000 | 351 |
| Number of Non-Managed Accounts | $16,000 | 337 |
| Total fiduciary and related assets | $333,175,000 | 295 |
| Managed Assets ($) | $148,160,000 | 331 |
| Non-managed Assets ($) | $185,015,000 | 170 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,360,000 | 216 |
| 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 | $156,000 | 380 |
| Number of Managed Accounts | $140,000 | 354 |
| Number of Non-Managed Accounts | $16,000 | 337 |
| Total fiduciary and related assets | $310,762,000 | 315 |
| Managed Assets ($) | $137,895,000 | 337 |
| Non-managed Assets ($) | $172,867,000 | 175 |
| Memoranda | ||
| Gross Fiduciary activities income | $631,000 | 229 |
| 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 | $154,000 | 693 |
| Number of Managed Accounts | $138,000 | 589 |
| Number of Non-Managed Accounts | $16,000 | 792 |
| Total fiduciary and related assets | $298,412,000 | 319 |
| Managed Assets ($) | $132,099,000 | 415 |
| Non-managed Assets ($) | $166,313,000 | 182 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,817,000 | 206 |
| 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 | $153,000 | 365 |
| Number of Managed Accounts | $138,000 | 338 |
| Number of Non-Managed Accounts | $15,000 | 334 |
| Total fiduciary and related assets | $283,949,000 | 317 |
| Managed Assets ($) | $121,197,000 | 331 |
| Non-managed Assets ($) | $162,752,000 | 182 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,182,000 | 202 |
| 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 | $155,000 | 367 |
| Number of Managed Accounts | $140,000 | 337 |
| Number of Non-Managed Accounts | $15,000 | 338 |
| Total fiduciary and related assets | $266,345,000 | 321 |
| Managed Assets ($) | $113,345,000 | 331 |
| Non-managed Assets ($) | $153,000,000 | 182 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,234,000 | 221 |
| 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 | $149,000 | 375 |
| Number of Managed Accounts | $134,000 | 341 |
| Number of Non-Managed Accounts | $15,000 | 339 |
| Total fiduciary and related assets | $269,784,000 | 332 |
| Managed Assets ($) | $116,488,000 | 336 |
| Non-managed Assets ($) | $153,296,000 | 184 |
| Memoranda | ||
| Gross Fiduciary activities income | $466,000 | 277 |
| 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 | $152,000 | 711 |
| Number of Managed Accounts | $136,000 | 598 |
| Number of Non-Managed Accounts | $16,000 | 813 |
| Total fiduciary and related assets | $262,809,000 | 335 |
| Managed Assets ($) | $113,651,000 | 447 |
| Non-managed Assets ($) | $149,158,000 | 193 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,899,000 | 255 |
| 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 | $156,000 | 364 |
| Number of Managed Accounts | $140,000 | 333 |
| Number of Non-Managed Accounts | $16,000 | 327 |
| Total fiduciary and related assets | $263,898,000 | 319 |
| Managed Assets ($) | $114,589,000 | 327 |
| Non-managed Assets ($) | $149,309,000 | 181 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,442,000 | 252 |
| 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 | $158,000 | 372 |
| Number of Managed Accounts | $142,000 | 339 |
| Number of Non-Managed Accounts | $16,000 | 335 |
| Total fiduciary and related assets | $248,950,000 | 323 |
| Managed Assets ($) | $102,817,000 | 336 |
| Non-managed Assets ($) | $146,133,000 | 178 |
| Memoranda | ||
| Gross Fiduciary activities income | $975,000 | 255 |
| 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 | $158,000 | 371 |
| Number of Managed Accounts | $144,000 | 339 |
| Number of Non-Managed Accounts | $14,000 | 339 |
| Total fiduciary and related assets | $246,959,000 | 317 |
| Managed Assets ($) | $100,951,000 | 336 |
| Non-managed Assets ($) | $146,008,000 | 168 |
| Memoranda | ||
| Gross Fiduciary activities income | $544,000 | 236 |
| 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 | $154,000 | 726 |
| Number of Managed Accounts | $140,000 | 610 |
| Number of Non-Managed Accounts | $14,000 | 844 |
| Total fiduciary and related assets | $257,960,000 | 326 |
| Managed Assets ($) | $110,635,000 | 444 |
| Non-managed Assets ($) | $147,325,000 | 186 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,624,000 | 223 |
| 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 | $153,000 | 395 |
| Number of Managed Accounts | $152,000 | 365 |
| Number of Non-Managed Accounts | $1,000 | 416 |
| Total fiduciary and related assets | $275,618,000 | 321 |
| Managed Assets ($) | $275,512,000 | 264 |
| Non-managed Assets ($) | $106,000 | 417 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,064,000 | 221 |
| 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 | $154,000 | 400 |
| Number of Managed Accounts | $152,000 | 368 |
| Number of Non-Managed Accounts | $2,000 | 415 |
| Total fiduciary and related assets | $267,558,000 | 340 |
| Managed Assets ($) | $267,437,000 | 278 |
| Non-managed Assets ($) | $121,000 | 422 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,311,000 | 234 |
| 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 | $154,000 | 403 |
| Number of Managed Accounts | $152,000 | 370 |
| Number of Non-Managed Accounts | $2,000 | 419 |
| Total fiduciary and related assets | $270,911,000 | 349 |
| Managed Assets ($) | $270,778,000 | 282 |
| Non-managed Assets ($) | $133,000 | 426 |
| Memoranda | ||
| Gross Fiduciary activities income | $736,000 | 225 |
| 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 | $154,000 | 745 |
| Number of Managed Accounts | $152,000 | 601 |
| Number of Non-Managed Accounts | $2,000 | 1,144 |
| Total fiduciary and related assets | $261,871,000 | 361 |
| Managed Assets ($) | $261,726,000 | 296 |
| Non-managed Assets ($) | $145,000 | 1,202 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,944,000 | 283 |
| 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 | $156,000 | 386 |
| Number of Managed Accounts | $154,000 | 356 |
| Number of Non-Managed Accounts | $2,000 | 404 |
| Total fiduciary and related assets | $272,154,000 | 342 |
| Managed Assets ($) | $271,635,000 | 288 |
| Non-managed Assets ($) | $519,000 | 405 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,427,000 | 283 |
| 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 | $153,000 | 392 |
| Number of Managed Accounts | $151,000 | 361 |
| Number of Non-Managed Accounts | $2,000 | 409 |
| Total fiduciary and related assets | $278,465,000 | 348 |
| Managed Assets ($) | $277,910,000 | 285 |
| Non-managed Assets ($) | $555,000 | 411 |
| Memoranda | ||
| Gross Fiduciary activities income | $913,000 | 299 |
| 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 | $149,000 | 396 |
| Number of Managed Accounts | $147,000 | 365 |
| Number of Non-Managed Accounts | $2,000 | 409 |
| Total fiduciary and related assets | $272,267,000 | 352 |
| Managed Assets ($) | $271,703,000 | 286 |
| Non-managed Assets ($) | $564,000 | 412 |
| Memoranda | ||
| Gross Fiduciary activities income | $433,000 | 307 |
| 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 | $144,000 | 771 |
| Number of Managed Accounts | $142,000 | 627 |
| Number of Non-Managed Accounts | $2,000 | 1,176 |
| Total fiduciary and related assets | $261,363,000 | 359 |
| Managed Assets ($) | $260,806,000 | 295 |
| Non-managed Assets ($) | $557,000 | 1,104 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,763,000 | 288 |
| 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 | $142,000 | 383 |
| Number of Managed Accounts | $140,000 | 351 |
| Number of Non-Managed Accounts | $2,000 | 398 |
| Total fiduciary and related assets | $258,593,000 | 350 |
| Managed Assets ($) | $257,898,000 | 288 |
| Non-managed Assets ($) | $695,000 | 399 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,339,000 | 292 |
| 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 | $142,000 | 386 |
| Number of Managed Accounts | $140,000 | 355 |
| Number of Non-Managed Accounts | $2,000 | 402 |
| Total fiduciary and related assets | $253,371,000 | 360 |
| Managed Assets ($) | $252,696,000 | 291 |
| Non-managed Assets ($) | $675,000 | 403 |
| Memoranda | ||
| Gross Fiduciary activities income | $869,000 | 305 |
| 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 | $140,000 | 395 |
| Number of Managed Accounts | $138,000 | 364 |
| Number of Non-Managed Accounts | $2,000 | 409 |
| Total fiduciary and related assets | $255,079,000 | 360 |
| Managed Assets ($) | $254,390,000 | 290 |
| Non-managed Assets ($) | $689,000 | 410 |
| Memoranda | ||
| Gross Fiduciary activities income | $430,000 | 303 |
| 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 | $137,000 | 810 |
| Number of Managed Accounts | $135,000 | 664 |
| Number of Non-Managed Accounts | $2,000 | 1,215 |
| Total fiduciary and related assets | $245,543,000 | 371 |
| Managed Assets ($) | $244,864,000 | 298 |
| Non-managed Assets ($) | $679,000 | 1,105 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,897,000 | 282 |
| 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 | $135,000 | 391 |
| Number of Managed Accounts | $133,000 | 354 |
| Number of Non-Managed Accounts | $2,000 | 398 |
| Total fiduciary and related assets | $169,823,000 | 369 |
| Managed Assets ($) | $169,312,000 | 328 |
| Non-managed Assets ($) | $511,000 | 402 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,472,000 | 269 |
| 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 | $135,000 | 409 |
| Number of Managed Accounts | $133,000 | 371 |
| Number of Non-Managed Accounts | $2,000 | 418 |
| Total fiduciary and related assets | $171,070,000 | 382 |
| Managed Assets ($) | $170,541,000 | 336 |
| Non-managed Assets ($) | $529,000 | 415 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,042,000 | 259 |
| 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 | $134,000 | 410 |
| Number of Managed Accounts | $132,000 | 374 |
| Number of Non-Managed Accounts | $2,000 | 415 |
| Total fiduciary and related assets | $169,392,000 | 383 |
| Managed Assets ($) | $168,867,000 | 335 |
| Non-managed Assets ($) | $525,000 | 417 |
| Memoranda | ||
| Gross Fiduciary activities income | $639,000 | 225 |
| 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 | $136,000 | 828 |
| Number of Managed Accounts | $134,000 | 666 |
| Number of Non-Managed Accounts | $2,000 | 1,214 |
| Total fiduciary and related assets | $167,932,000 | 446 |
| Managed Assets ($) | $167,381,000 | 364 |
| Non-managed Assets ($) | $551,000 | 1,128 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,511,000 | 300 |
| 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 | $126,000 | 402 |
| Number of Managed Accounts | $124,000 | 364 |
| Number of Non-Managed Accounts | $2,000 | 407 |
| Total fiduciary and related assets | $158,106,000 | 375 |
| Managed Assets ($) | $157,567,000 | 326 |
| Non-managed Assets ($) | $539,000 | 407 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,112,000 | 306 |
| 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 | $127,000 | 406 |
| Number of Managed Accounts | $125,000 | 364 |
| Number of Non-Managed Accounts | $2,000 | 412 |
| Total fiduciary and related assets | $154,006,000 | 383 |
| Managed Assets ($) | $153,471,000 | 331 |
| Non-managed Assets ($) | $535,000 | 414 |
| Memoranda | ||
| Gross Fiduciary activities income | $729,000 | 315 |
| 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 | $126,000 | 414 |
| Number of Managed Accounts | $124,000 | 371 |
| Number of Non-Managed Accounts | $2,000 | 418 |
| Total fiduciary and related assets | $244,294,000 | 366 |
| Managed Assets ($) | $243,254,000 | 292 |
| Non-managed Assets ($) | $1,040,000 | 417 |
| Memoranda | ||
| Gross Fiduciary activities income | $360,000 | 311 |
| 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 | $127,000 | 864 |
| Number of Managed Accounts | $127,000 | 685 |
| Number of Non-Managed Accounts | $0 | 1,417 |
| Total fiduciary and related assets | $244,190,000 | 379 |
| Managed Assets ($) | $244,190,000 | 290 |
| Non-managed Assets ($) | $0 | 1,404 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,483,000 | 310 |
| 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 | $125,000 | 421 |
| Number of Managed Accounts | $125,000 | 378 |
| Number of Non-Managed Accounts | $0 | 446 |
| Total fiduciary and related assets | $247,078,000 | 362 |
| Managed Assets ($) | $247,078,000 | 275 |
| Non-managed Assets ($) | $0 | 445 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,123,000 | 320 |
| 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 | $126,000 | 422 |
| Number of Managed Accounts | $126,000 | 379 |
| Number of Non-Managed Accounts | $0 | 448 |
| Total fiduciary and related assets | $246,084,000 | 363 |
| Managed Assets ($) | $246,084,000 | 280 |
| Non-managed Assets ($) | $0 | 447 |
| Memoranda | ||
| Gross Fiduciary activities income | $747,000 | 326 |
| 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 | $125,000 | 431 |
| Number of Managed Accounts | $125,000 | 388 |
| Number of Non-Managed Accounts | $0 | 460 |
| Total fiduciary and related assets | $241,175,000 | 363 |
| Managed Assets ($) | $241,175,000 | 283 |
| Non-managed Assets ($) | $0 | 458 |
| Memoranda | ||
| Gross Fiduciary activities income | $356,000 | 334 |
| 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 | $123,000 | 879 |
| Number of Managed Accounts | $123,000 | 702 |
| Number of Non-Managed Accounts | $0 | 1,465 |
| Total fiduciary and related assets | $243,960,000 | 373 |
| Managed Assets ($) | $243,960,000 | 283 |
| Non-managed Assets ($) | $0 | 1,452 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,379,000 | 349 |
| 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 | $120,000 | 849 |
| Number of Managed Accounts | $120,000 | 682 |
| Number of Non-Managed Accounts | $0 | 1,385 |
| Total fiduciary and related assets | $243,709,000 | 364 |
| Managed Assets ($) | $243,709,000 | 282 |
| Non-managed Assets ($) | $0 | 1,377 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,460,000 | 344 |
| 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 | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |
| 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 |