Home > Emprise Bank > Fiduciary and Related Services
Emprise Bank, Fiduciary and Related Services
| 2024-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 7 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 384 |
| Number of Managed Accounts | $0 | 376 |
| Number of Non-Managed Accounts | $0 | 371 |
| Total fiduciary and related assets | $0 | 384 |
| Managed Assets ($) | $0 | 376 |
| Non-managed Assets ($) | $0 | 371 |
| Memoranda | ||
| Gross Fiduciary activities income | $573,000 | 395 |
| 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 | $377,000 | 410 |
| Number of Managed Accounts | $376,000 | 362 |
| Number of Non-Managed Accounts | $1,000 | 775 |
| Total fiduciary and related assets | $341,794,000 | 401 |
| Managed Assets ($) | $341,785,000 | 353 |
| Non-managed Assets ($) | $9,000 | 807 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,803,000 | 343 |
| 2023-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 5 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 375 |
| Number of Managed Accounts | $0 | 366 |
| Number of Non-Managed Accounts | $0 | 365 |
| Total fiduciary and related assets | $0 | 376 |
| Managed Assets ($) | $0 | 366 |
| Non-managed Assets ($) | $0 | 363 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,195,000 | 339 |
| 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 | $431,000 | 359 |
| Number of Managed Accounts | $419,000 | 325 |
| Number of Non-Managed Accounts | $12,000 | 378 |
| Total fiduciary and related assets | $494,413,000 | 328 |
| Managed Assets ($) | $386,220,000 | 327 |
| Non-managed Assets ($) | $108,193,000 | 263 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,504,000 | 330 |
| 2023-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 384 |
| Number of Managed Accounts | $0 | 375 |
| Number of Non-Managed Accounts | $0 | 373 |
| Total fiduciary and related assets | $0 | 384 |
| Managed Assets ($) | $0 | 375 |
| Non-managed Assets ($) | $0 | 373 |
| Memoranda | ||
| Gross Fiduciary activities income | $793,000 | 335 |
| 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 | $490,000 | 376 |
| Number of Managed Accounts | $475,000 | 332 |
| Number of Non-Managed Accounts | $15,000 | 600 |
| Total fiduciary and related assets | $547,233,000 | 331 |
| Managed Assets ($) | $442,829,000 | 313 |
| Non-managed Assets ($) | $104,404,000 | 276 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,311,000 | 327 |
| 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 | $0 | 399 |
| Number of Managed Accounts | $0 | 389 |
| Number of Non-Managed Accounts | $0 | 385 |
| Total fiduciary and related assets | $0 | 399 |
| Managed Assets ($) | $0 | 389 |
| Non-managed Assets ($) | $0 | 385 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,530,000 | 324 |
| 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 | $483,000 | 322 |
| Number of Managed Accounts | $467,000 | 292 |
| Number of Non-Managed Accounts | $16,000 | 352 |
| Total fiduciary and related assets | $568,464,000 | 283 |
| Managed Assets ($) | $451,072,000 | 270 |
| Non-managed Assets ($) | $117,392,000 | 221 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,734,000 | 284 |
| 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 | $0 | 359 |
| Number of Managed Accounts | $0 | 350 |
| Number of Non-Managed Accounts | $0 | 347 |
| Total fiduciary and related assets | $0 | 358 |
| Managed Assets ($) | $0 | 350 |
| Non-managed Assets ($) | $0 | 346 |
| Memoranda | ||
| Gross Fiduciary activities income | $885,000 | 284 |
| 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 | $452,000 | 355 |
| Number of Managed Accounts | $436,000 | 312 |
| Number of Non-Managed Accounts | $16,000 | 572 |
| Total fiduciary and related assets | $677,652,000 | 276 |
| Managed Assets ($) | $531,595,000 | 269 |
| Non-managed Assets ($) | $146,057,000 | 223 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,413,000 | 289 |
| 2021-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 343 |
| Number of Managed Accounts | $0 | 335 |
| Number of Non-Managed Accounts | $0 | 330 |
| Total fiduciary and related assets | $0 | 343 |
| Managed Assets ($) | $0 | 335 |
| Non-managed Assets ($) | $0 | 330 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,529,000 | 287 |
| 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 | $443,000 | 326 |
| Number of Managed Accounts | $429,000 | 297 |
| Number of Non-Managed Accounts | $14,000 | 342 |
| Total fiduciary and related assets | $647,723,000 | 273 |
| Managed Assets ($) | $505,009,000 | 267 |
| Non-managed Assets ($) | $142,714,000 | 220 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,671,000 | 287 |
| 2021-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 345 |
| Number of Managed Accounts | $0 | 337 |
| Number of Non-Managed Accounts | $0 | 333 |
| Total fiduciary and related assets | $0 | 345 |
| Managed Assets ($) | $0 | 337 |
| Non-managed Assets ($) | $0 | 332 |
| Memoranda | ||
| Gross Fiduciary activities income | $827,000 | 283 |
| 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 | $434,000 | 359 |
| Number of Managed Accounts | $422,000 | 316 |
| Number of Non-Managed Accounts | $12,000 | 624 |
| Total fiduciary and related assets | $588,552,000 | 277 |
| Managed Assets ($) | $468,579,000 | 272 |
| Non-managed Assets ($) | $119,973,000 | 228 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,871,000 | 294 |
| 2020-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 346 |
| Number of Managed Accounts | $0 | 338 |
| Number of Non-Managed Accounts | $0 | 335 |
| Total fiduciary and related assets | $0 | 346 |
| Managed Assets ($) | $0 | 338 |
| Non-managed Assets ($) | $0 | 335 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,115,000 | 293 |
| 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 | $435,000 | 325 |
| Number of Managed Accounts | $421,000 | 290 |
| Number of Non-Managed Accounts | $14,000 | 340 |
| Total fiduciary and related assets | $493,275,000 | 288 |
| Managed Assets ($) | $392,052,000 | 276 |
| Non-managed Assets ($) | $101,223,000 | 235 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,372,000 | 296 |
| 2020-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 351 |
| Number of Managed Accounts | $0 | 342 |
| Number of Non-Managed Accounts | $0 | 338 |
| Total fiduciary and related assets | $0 | 351 |
| Managed Assets ($) | $0 | 342 |
| Non-managed Assets ($) | $0 | 338 |
| Memoranda | ||
| Gross Fiduciary activities income | $721,000 | 290 |
| 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 | $433,000 | 364 |
| Number of Managed Accounts | $419,000 | 312 |
| Number of Non-Managed Accounts | $14,000 | 613 |
| Total fiduciary and related assets | $498,553,000 | 290 |
| Managed Assets ($) | $402,438,000 | 279 |
| Non-managed Assets ($) | $96,115,000 | 251 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,752,000 | 293 |
| 2019-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 357 |
| Number of Managed Accounts | $0 | 349 |
| Number of Non-Managed Accounts | $0 | 341 |
| Total fiduciary and related assets | $0 | 357 |
| Managed Assets ($) | $0 | 349 |
| Non-managed Assets ($) | $0 | 341 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,048,000 | 293 |
| 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 | $419,000 | 325 |
| Number of Managed Accounts | $408,000 | 292 |
| Number of Non-Managed Accounts | $11,000 | 335 |
| Total fiduciary and related assets | $494,526,000 | 284 |
| Managed Assets ($) | $365,171,000 | 286 |
| Non-managed Assets ($) | $129,355,000 | 217 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,325,000 | 302 |
| 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 | $405,000 | 331 |
| Number of Managed Accounts | $394,000 | 298 |
| Number of Non-Managed Accounts | $11,000 | 345 |
| Total fiduciary and related assets | $483,150,000 | 286 |
| Managed Assets ($) | $357,309,000 | 289 |
| Non-managed Assets ($) | $125,841,000 | 219 |
| Memoranda | ||
| Gross Fiduciary activities income | $655,000 | 301 |
| 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 | $405,000 | 381 |
| Number of Managed Accounts | $394,000 | 322 |
| Number of Non-Managed Accounts | $11,000 | 666 |
| Total fiduciary and related assets | $450,540,000 | 294 |
| Managed Assets ($) | $336,420,000 | 288 |
| Non-managed Assets ($) | $114,120,000 | 230 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,605,000 | 304 |
| 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 | $400,000 | 328 |
| Number of Managed Accounts | $389,000 | 297 |
| Number of Non-Managed Accounts | $11,000 | 348 |
| Total fiduciary and related assets | $485,210,000 | 287 |
| Managed Assets ($) | $356,737,000 | 295 |
| Non-managed Assets ($) | $128,473,000 | 220 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,966,000 | 302 |
| 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 | $388,000 | 337 |
| Number of Managed Accounts | $377,000 | 305 |
| Number of Non-Managed Accounts | $11,000 | 351 |
| Total fiduciary and related assets | $469,800,000 | 293 |
| Managed Assets ($) | $346,616,000 | 295 |
| Non-managed Assets ($) | $123,184,000 | 223 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,315,000 | 303 |
| 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 | $389,000 | 340 |
| Number of Managed Accounts | $377,000 | 306 |
| Number of Non-Managed Accounts | $12,000 | 348 |
| Total fiduciary and related assets | $470,613,000 | 290 |
| Managed Assets ($) | $340,212,000 | 300 |
| Non-managed Assets ($) | $130,401,000 | 220 |
| Memoranda | ||
| Gross Fiduciary activities income | $666,000 | 301 |
| 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 | $383,000 | 397 |
| Number of Managed Accounts | $372,000 | 331 |
| Number of Non-Managed Accounts | $11,000 | 690 |
| Total fiduciary and related assets | $464,627,000 | 295 |
| Managed Assets ($) | $336,071,000 | 301 |
| Non-managed Assets ($) | $128,556,000 | 221 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,451,000 | 304 |
| 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 | $379,000 | 336 |
| Number of Managed Accounts | $368,000 | 307 |
| Number of Non-Managed Accounts | $11,000 | 339 |
| Total fiduciary and related assets | $450,751,000 | 297 |
| Managed Assets ($) | $327,035,000 | 303 |
| Non-managed Assets ($) | $123,716,000 | 222 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,851,000 | 305 |
| 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 | $372,000 | 338 |
| Number of Managed Accounts | $361,000 | 307 |
| Number of Non-Managed Accounts | $11,000 | 343 |
| Total fiduciary and related assets | $437,756,000 | 296 |
| Managed Assets ($) | $318,327,000 | 299 |
| Non-managed Assets ($) | $119,429,000 | 223 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,224,000 | 306 |
| 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 | $366,000 | 343 |
| Number of Managed Accounts | $355,000 | 309 |
| Number of Non-Managed Accounts | $11,000 | 342 |
| Total fiduciary and related assets | $429,080,000 | 302 |
| Managed Assets ($) | $310,871,000 | 298 |
| Non-managed Assets ($) | $118,209,000 | 221 |
| Memoranda | ||
| Gross Fiduciary activities income | $610,000 | 304 |
| 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 | $356,000 | 412 |
| Number of Managed Accounts | $345,000 | 344 |
| Number of Non-Managed Accounts | $11,000 | 722 |
| Total fiduciary and related assets | $417,034,000 | 300 |
| Managed Assets ($) | $303,968,000 | 298 |
| Non-managed Assets ($) | $113,066,000 | 230 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,377,000 | 304 |
| 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 | $355,000 | 350 |
| Number of Managed Accounts | $344,000 | 309 |
| Number of Non-Managed Accounts | $11,000 | 355 |
| Total fiduciary and related assets | $419,732,000 | 293 |
| Managed Assets ($) | $309,756,000 | 295 |
| Non-managed Assets ($) | $109,976,000 | 224 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,676,000 | 315 |
| 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 | $351,000 | 351 |
| Number of Managed Accounts | $340,000 | 313 |
| Number of Non-Managed Accounts | $11,000 | 355 |
| Total fiduciary and related assets | $417,950,000 | 298 |
| Managed Assets ($) | $312,481,000 | 297 |
| Non-managed Assets ($) | $105,469,000 | 228 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,107,000 | 315 |
| 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 | $343,000 | 354 |
| Number of Managed Accounts | $332,000 | 317 |
| Number of Non-Managed Accounts | $11,000 | 356 |
| Total fiduciary and related assets | $410,534,000 | 297 |
| Managed Assets ($) | $306,149,000 | 298 |
| Non-managed Assets ($) | $104,385,000 | 221 |
| Memoranda | ||
| Gross Fiduciary activities income | $564,000 | 307 |
| 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 | $338,000 | 439 |
| Number of Managed Accounts | $324,000 | 365 |
| Number of Non-Managed Accounts | $14,000 | 702 |
| Total fiduciary and related assets | $417,612,000 | 296 |
| Managed Assets ($) | $311,774,000 | 296 |
| Non-managed Assets ($) | $105,838,000 | 228 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,764,000 | 278 |
| 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 | $338,000 | 355 |
| Number of Managed Accounts | $323,000 | 321 |
| Number of Non-Managed Accounts | $15,000 | 340 |
| Total fiduciary and related assets | $401,574,000 | 300 |
| Managed Assets ($) | $298,075,000 | 299 |
| Non-managed Assets ($) | $103,499,000 | 222 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,827,000 | 301 |
| 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 | $339,000 | 355 |
| Number of Managed Accounts | $323,000 | 321 |
| Number of Non-Managed Accounts | $16,000 | 342 |
| Total fiduciary and related assets | $419,641,000 | 300 |
| Managed Assets ($) | $307,987,000 | 299 |
| Non-managed Assets ($) | $111,654,000 | 218 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,229,000 | 303 |
| 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 | $336,000 | 360 |
| Number of Managed Accounts | $320,000 | 325 |
| Number of Non-Managed Accounts | $16,000 | 346 |
| Total fiduciary and related assets | $424,859,000 | 297 |
| Managed Assets ($) | $314,545,000 | 297 |
| Non-managed Assets ($) | $110,314,000 | 221 |
| Memoranda | ||
| Gross Fiduciary activities income | $644,000 | 294 |
| 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 | $341,000 | 447 |
| Number of Managed Accounts | $325,000 | 378 |
| Number of Non-Managed Accounts | $16,000 | 718 |
| Total fiduciary and related assets | $462,148,000 | 284 |
| Managed Assets ($) | $352,210,000 | 283 |
| Non-managed Assets ($) | $109,938,000 | 226 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,504,000 | 298 |
| 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 | $327,000 | 364 |
| Number of Managed Accounts | $312,000 | 329 |
| Number of Non-Managed Accounts | $15,000 | 348 |
| Total fiduciary and related assets | $423,629,000 | 295 |
| Managed Assets ($) | $323,183,000 | 294 |
| Non-managed Assets ($) | $100,446,000 | 231 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,876,000 | 303 |
| 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 | $331,000 | 364 |
| Number of Managed Accounts | $316,000 | 330 |
| Number of Non-Managed Accounts | $15,000 | 343 |
| Total fiduciary and related assets | $422,929,000 | 294 |
| Managed Assets ($) | $321,652,000 | 294 |
| Non-managed Assets ($) | $101,277,000 | 226 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,257,000 | 298 |
| 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 | $329,000 | 369 |
| Number of Managed Accounts | $313,000 | 333 |
| Number of Non-Managed Accounts | $16,000 | 347 |
| Total fiduciary and related assets | $424,906,000 | 297 |
| Managed Assets ($) | $326,347,000 | 290 |
| Non-managed Assets ($) | $98,559,000 | 225 |
| Memoranda | ||
| Gross Fiduciary activities income | $649,000 | 292 |
| 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 | $323,000 | 469 |
| Number of Managed Accounts | $305,000 | 391 |
| Number of Non-Managed Accounts | $18,000 | 708 |
| Total fiduciary and related assets | $430,945,000 | 290 |
| Managed Assets ($) | $335,419,000 | 283 |
| Non-managed Assets ($) | $95,526,000 | 241 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,453,000 | 287 |
| 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 | $325,000 | 349 |
| Number of Managed Accounts | $307,000 | 313 |
| Number of Non-Managed Accounts | $18,000 | 327 |
| Total fiduciary and related assets | $418,479,000 | 288 |
| Managed Assets ($) | $330,817,000 | 277 |
| Non-managed Assets ($) | $87,662,000 | 234 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,802,000 | 288 |
| 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 | $332,000 | 349 |
| Number of Managed Accounts | $314,000 | 310 |
| Number of Non-Managed Accounts | $18,000 | 328 |
| Total fiduciary and related assets | $392,833,000 | 294 |
| Managed Assets ($) | $309,874,000 | 281 |
| Non-managed Assets ($) | $82,959,000 | 239 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,175,000 | 293 |
| 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 | $320,000 | 353 |
| Number of Managed Accounts | $302,000 | 316 |
| Number of Non-Managed Accounts | $18,000 | 330 |
| Total fiduciary and related assets | $390,733,000 | 294 |
| Managed Assets ($) | $309,193,000 | 278 |
| Non-managed Assets ($) | $81,540,000 | 242 |
| Memoranda | ||
| Gross Fiduciary activities income | $578,000 | 295 |
| 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 | $320,000 | 472 |
| Number of Managed Accounts | $301,000 | 387 |
| Number of Non-Managed Accounts | $19,000 | 710 |
| Total fiduciary and related assets | $335,181,000 | 311 |
| Managed Assets ($) | $256,737,000 | 296 |
| Non-managed Assets ($) | $78,444,000 | 265 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,828,000 | 325 |
| 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 | $322,000 | 341 |
| Number of Managed Accounts | $302,000 | 308 |
| Number of Non-Managed Accounts | $20,000 | 311 |
| Total fiduciary and related assets | $330,051,000 | 314 |
| Managed Assets ($) | $249,656,000 | 294 |
| Non-managed Assets ($) | $80,395,000 | 232 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,365,000 | 323 |
| 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 | $318,000 | 341 |
| Number of Managed Accounts | $298,000 | 307 |
| Number of Non-Managed Accounts | $20,000 | 312 |
| Total fiduciary and related assets | $322,090,000 | 307 |
| Managed Assets ($) | $244,141,000 | 294 |
| Non-managed Assets ($) | $77,949,000 | 233 |
| Memoranda | ||
| Gross Fiduciary activities income | $895,000 | 323 |
| 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 | $321,000 | 337 |
| Number of Managed Accounts | $305,000 | 306 |
| Number of Non-Managed Accounts | $16,000 | 319 |
| Total fiduciary and related assets | $324,400,000 | 306 |
| Managed Assets ($) | $247,090,000 | 291 |
| Non-managed Assets ($) | $77,310,000 | 225 |
| Memoranda | ||
| Gross Fiduciary activities income | $452,000 | 326 |
| 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 | $320,000 | 468 |
| Number of Managed Accounts | $304,000 | 386 |
| Number of Non-Managed Accounts | $16,000 | 753 |
| Total fiduciary and related assets | $286,557,000 | 323 |
| Managed Assets ($) | $219,873,000 | 312 |
| Non-managed Assets ($) | $66,684,000 | 278 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,689,000 | 298 |
| 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 | $332,000 | 337 |
| Number of Managed Accounts | $310,000 | 305 |
| Number of Non-Managed Accounts | $22,000 | 320 |
| Total fiduciary and related assets | $268,624,000 | 327 |
| Managed Assets ($) | $202,380,000 | 302 |
| Non-managed Assets ($) | $66,244,000 | 236 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,281,000 | 293 |
| 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 | $343,000 | 339 |
| Number of Managed Accounts | $325,000 | 302 |
| Number of Non-Managed Accounts | $18,000 | 333 |
| Total fiduciary and related assets | $299,863,000 | 318 |
| Managed Assets ($) | $225,043,000 | 301 |
| Non-managed Assets ($) | $74,820,000 | 231 |
| Memoranda | ||
| Gross Fiduciary activities income | $847,000 | 298 |
| 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 | $348,000 | 344 |
| Number of Managed Accounts | $330,000 | 306 |
| Number of Non-Managed Accounts | $18,000 | 335 |
| Total fiduciary and related assets | $303,299,000 | 319 |
| Managed Assets ($) | $229,153,000 | 306 |
| Non-managed Assets ($) | $74,146,000 | 227 |
| Memoranda | ||
| Gross Fiduciary activities income | $416,000 | 299 |
| 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 | $338,000 | 473 |
| Number of Managed Accounts | $320,000 | 384 |
| Number of Non-Managed Accounts | $18,000 | 766 |
| Total fiduciary and related assets | $291,457,000 | 325 |
| Managed Assets ($) | $221,584,000 | 314 |
| Non-managed Assets ($) | $69,873,000 | 271 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,599,000 | 305 |
| 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 | $323,000 | 337 |
| Number of Managed Accounts | $309,000 | 301 |
| Number of Non-Managed Accounts | $14,000 | 339 |
| Total fiduciary and related assets | $263,143,000 | 326 |
| Managed Assets ($) | $202,431,000 | 297 |
| Non-managed Assets ($) | $60,712,000 | 246 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,195,000 | 304 |
| 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 | $319,000 | 337 |
| Number of Managed Accounts | $305,000 | 303 |
| Number of Non-Managed Accounts | $14,000 | 340 |
| Total fiduciary and related assets | $268,157,000 | 320 |
| Managed Assets ($) | $213,056,000 | 289 |
| Non-managed Assets ($) | $55,101,000 | 254 |
| Memoranda | ||
| Gross Fiduciary activities income | $798,000 | 302 |
| 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 | $316,000 | 343 |
| Number of Managed Accounts | $302,000 | 307 |
| Number of Non-Managed Accounts | $14,000 | 344 |
| Total fiduciary and related assets | $282,793,000 | 322 |
| Managed Assets ($) | $223,506,000 | 290 |
| Non-managed Assets ($) | $59,287,000 | 257 |
| Memoranda | ||
| Gross Fiduciary activities income | $398,000 | 302 |
| 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 | $313,000 | 496 |
| Number of Managed Accounts | $298,000 | 391 |
| Number of Non-Managed Accounts | $15,000 | 822 |
| Total fiduciary and related assets | $279,427,000 | 320 |
| Managed Assets ($) | $221,338,000 | 300 |
| Non-managed Assets ($) | $58,089,000 | 298 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,177,000 | 350 |
| 2009-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 409 |
| Number of Managed Accounts | $0 | 386 |
| Number of Non-Managed Accounts | $0 | 386 |
| Total fiduciary and related assets | $0 | 408 |
| Managed Assets ($) | $0 | 386 |
| Non-managed Assets ($) | $0 | 385 |
| Memoranda | ||
| Gross Fiduciary activities income | $824,000 | 362 |
| 2009-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 415 |
| Number of Managed Accounts | $0 | 392 |
| Number of Non-Managed Accounts | $0 | 393 |
| Total fiduciary and related assets | $0 | 414 |
| Managed Assets ($) | $0 | 392 |
| Non-managed Assets ($) | $0 | 391 |
| Memoranda | ||
| Gross Fiduciary activities income | $544,000 | 369 |
| 2009-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 418 |
| Number of Managed Accounts | $0 | 395 |
| Number of Non-Managed Accounts | $0 | 393 |
| Total fiduciary and related assets | $0 | 417 |
| Managed Assets ($) | $0 | 395 |
| Non-managed Assets ($) | $0 | 392 |
| Memoranda | ||
| Gross Fiduciary activities income | $281,000 | 361 |
| 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 | $282,000 | 534 |
| Number of Managed Accounts | $267,000 | 430 |
| Number of Non-Managed Accounts | $15,000 | 829 |
| Total fiduciary and related assets | $178,314,000 | 408 |
| Managed Assets ($) | $136,869,000 | 386 |
| Non-managed Assets ($) | $41,445,000 | 341 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,384,000 | 337 |
| 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 | $0 | 441 |
| Number of Managed Accounts | $0 | 419 |
| Number of Non-Managed Accounts | $0 | 421 |
| Total fiduciary and related assets | $0 | 440 |
| Managed Assets ($) | $0 | 419 |
| Non-managed Assets ($) | $0 | 420 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,078,000 | 332 |
| 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 | $0 | 450 |
| Number of Managed Accounts | $0 | 425 |
| Number of Non-Managed Accounts | $0 | 427 |
| Total fiduciary and related assets | $0 | 449 |
| Managed Assets ($) | $0 | 425 |
| Non-managed Assets ($) | $0 | 426 |
| Memoranda | ||
| Gross Fiduciary activities income | $725,000 | 337 |
| 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 | $0 | 460 |
| Number of Managed Accounts | $0 | 434 |
| Number of Non-Managed Accounts | $0 | 433 |
| Total fiduciary and related assets | $0 | 459 |
| Managed Assets ($) | $0 | 434 |
| Non-managed Assets ($) | $0 | 431 |
| Memoranda | ||
| Gross Fiduciary activities income | $333,000 | 356 |
| 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 | $261,000 | 573 |
| Number of Managed Accounts | $243,000 | 460 |
| Number of Non-Managed Accounts | $18,000 | 790 |
| Total fiduciary and related assets | $219,325,000 | 416 |
| Managed Assets ($) | $163,797,000 | 395 |
| Non-managed Assets ($) | $55,528,000 | 334 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,089,000 | 398 |
| 2007-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 444 |
| Number of Managed Accounts | $0 | 421 |
| Number of Non-Managed Accounts | $0 | 417 |
| Total fiduciary and related assets | $0 | 443 |
| Managed Assets ($) | $0 | 421 |
| Non-managed Assets ($) | $0 | 416 |
| Memoranda | ||
| Gross Fiduciary activities income | $787,000 | 401 |
| 2007-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 450 |
| Number of Managed Accounts | $0 | 427 |
| Number of Non-Managed Accounts | $0 | 422 |
| Total fiduciary and related assets | $0 | 449 |
| Managed Assets ($) | $0 | 427 |
| Non-managed Assets ($) | $0 | 421 |
| Memoranda | ||
| Gross Fiduciary activities income | $541,000 | 406 |
| 2007-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 451 |
| Number of Managed Accounts | $0 | 427 |
| Number of Non-Managed Accounts | $0 | 425 |
| Total fiduciary and related assets | $0 | 450 |
| Managed Assets ($) | $0 | 427 |
| Non-managed Assets ($) | $0 | 424 |
| Memoranda | ||
| Gross Fiduciary activities income | $263,000 | 415 |
| 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 | $240,000 | 593 |
| Number of Managed Accounts | $222,000 | 480 |
| Number of Non-Managed Accounts | $18,000 | 820 |
| Total fiduciary and related assets | $181,904,000 | 453 |
| Managed Assets ($) | $129,134,000 | 440 |
| Non-managed Assets ($) | $52,770,000 | 343 |
| Memoranda | ||
| Gross Fiduciary activities income | $949,000 | 417 |
| 2006-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 432 |
| Number of Managed Accounts | $0 | 409 |
| Number of Non-Managed Accounts | $0 | 409 |
| Total fiduciary and related assets | $0 | 431 |
| Managed Assets ($) | $0 | 409 |
| Non-managed Assets ($) | $0 | 408 |
| Memoranda | ||
| Gross Fiduciary activities income | $706,000 | 418 |
| 2006-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 435 |
| Number of Managed Accounts | $0 | 413 |
| Number of Non-Managed Accounts | $0 | 412 |
| Total fiduciary and related assets | $0 | 434 |
| Managed Assets ($) | $0 | 413 |
| Non-managed Assets ($) | $0 | 411 |
| Memoranda | ||
| Gross Fiduciary activities income | $484,000 | 417 |
| 2006-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 458 |
| Number of Managed Accounts | $0 | 437 |
| Number of Non-Managed Accounts | $0 | 423 |
| Total fiduciary and related assets | $0 | 457 |
| Managed Assets ($) | $0 | 437 |
| Non-managed Assets ($) | $0 | 422 |
| Memoranda | ||
| Gross Fiduciary activities income | $234,000 | 425 |
| 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 | $236,000 | 616 |
| Number of Managed Accounts | $212,000 | 513 |
| Number of Non-Managed Accounts | $24,000 | 779 |
| Total fiduciary and related assets | $157,313,000 | 476 |
| Managed Assets ($) | $112,239,000 | 465 |
| Non-managed Assets ($) | $45,074,000 | 361 |
| Memoranda | ||
| Gross Fiduciary activities income | $766,000 | 465 |
| 2005-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 444 |
| Number of Managed Accounts | $0 | 422 |
| Number of Non-Managed Accounts | $0 | 414 |
| Total fiduciary and related assets | $0 | 443 |
| Managed Assets ($) | $0 | 423 |
| Non-managed Assets ($) | $0 | 412 |
| Memoranda | ||
| Gross Fiduciary activities income | $563,000 | 459 |
| 2005-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 460 |
| Number of Managed Accounts | $0 | 435 |
| Number of Non-Managed Accounts | $0 | 431 |
| Total fiduciary and related assets | $0 | 458 |
| Managed Assets ($) | $0 | 435 |
| Non-managed Assets ($) | $0 | 429 |
| Memoranda | ||
| Gross Fiduciary activities income | $398,000 | 443 |
| 2005-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 465 |
| Number of Managed Accounts | $0 | 438 |
| Number of Non-Managed Accounts | $0 | 433 |
| Total fiduciary and related assets | $0 | 463 |
| Managed Assets ($) | $0 | 438 |
| Non-managed Assets ($) | $0 | 431 |
| Memoranda | ||
| Gross Fiduciary activities income | $164,000 | 510 |
| 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 | $207,000 | 670 |
| Number of Managed Accounts | $191,000 | 545 |
| Number of Non-Managed Accounts | $16,000 | 882 |
| Total fiduciary and related assets | $161,824,000 | 452 |
| Managed Assets ($) | $89,656,000 | 512 |
| Non-managed Assets ($) | $72,168,000 | 294 |
| Memoranda | ||
| Gross Fiduciary activities income | $759,000 | 434 |
| 2004-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 453 |
| Number of Managed Accounts | $0 | 424 |
| Number of Non-Managed Accounts | $0 | 423 |
| Total fiduciary and related assets | $0 | 451 |
| Managed Assets ($) | $0 | 424 |
| Non-managed Assets ($) | $0 | 421 |
| Memoranda | ||
| Gross Fiduciary activities income | $587,000 | 431 |
| 2004-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 462 |
| Number of Managed Accounts | $0 | 429 |
| Number of Non-Managed Accounts | $0 | 432 |
| Total fiduciary and related assets | $0 | 459 |
| Managed Assets ($) | $0 | 429 |
| Non-managed Assets ($) | $0 | 429 |
| Memoranda | ||
| Gross Fiduciary activities income | $284,000 | 530 |
| 2004-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 473 |
| Number of Managed Accounts | $0 | 438 |
| Number of Non-Managed Accounts | $0 | 438 |
| Total fiduciary and related assets | $0 | 471 |
| Managed Assets ($) | $0 | 438 |
| Non-managed Assets ($) | $0 | 436 |
| Memoranda | ||
| Gross Fiduciary activities income | $137,000 | 547 |
| 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 | $184,000 | 729 |
| Number of Managed Accounts | $164,000 | 601 |
| Number of Non-Managed Accounts | $20,000 | 845 |
| Total fiduciary and related assets | $130,641,000 | 492 |
| Managed Assets ($) | $70,650,000 | 555 |
| Non-managed Assets ($) | $59,991,000 | 333 |
| Memoranda | ||
| Gross Fiduciary activities income | $501,000 | 565 |
| 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 | $369,000 | 571 |
| 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 | $242,000 | 578 |
| 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 | $116,000 | 600 |
| 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 | $177,000 | 743 |
| Number of Managed Accounts | $160,000 | 622 |
| Number of Non-Managed Accounts | $17,000 | 908 |
| Total fiduciary and related assets | $102,928,000 | 565 |
| Managed Assets ($) | $63,893,000 | 588 |
| Non-managed Assets ($) | $39,035,000 | 393 |
| Memoranda | ||
| Gross Fiduciary activities income | $441,000 | 618 |
| 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 | $167,000 | 737 |
| Number of Managed Accounts | $144,000 | 628 |
| Number of Non-Managed Accounts | $23,000 | 794 |
| Total fiduciary and related assets | $97,884,000 | 561 |
| Managed Assets ($) | $63,910,000 | 566 |
| Non-managed Assets ($) | $33,974,000 | 403 |
| Memoranda | ||
| Gross Fiduciary activities income | $407,000 | 658 |
| 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 | $277,000 | 735 |
| 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 | $208,000 | 856 |
| 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 | $113,000 | 987 |
| 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 | $51,000 | 1,171 |
| 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 | $6,000 | 1,446 |
| 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 | $0 | 1,590 |
| 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 | $0 | 1,599 |
| 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 | $2,000 | 1,590 |
| 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 | $16,000 | 1,500 |