Home > Enterprise Bank and Trust Company > Fiduciary and Related Services
Enterprise Bank and Trust Company, 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 | $1,495,000 | 173 |
| Number of Managed Accounts | $980,000 | 210 |
| Number of Non-Managed Accounts | $515,000 | 87 |
| Total fiduciary and related assets | $956,032,000 | 259 |
| Managed Assets ($) | $946,258,000 | 216 |
| Non-managed Assets ($) | $9,774,000 | 533 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,692,000 | 245 |
| 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 | $1,475,000 | 167 |
| Number of Managed Accounts | $956,000 | 201 |
| Number of Non-Managed Accounts | $519,000 | 83 |
| Total fiduciary and related assets | $859,821,000 | 256 |
| Managed Assets ($) | $850,860,000 | 220 |
| Non-managed Assets ($) | $8,961,000 | 332 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,151,000 | 250 |
| 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 | $1,736,000 | 154 |
| Number of Managed Accounts | $952,000 | 208 |
| Number of Non-Managed Accounts | $784,000 | 71 |
| Total fiduciary and related assets | $884,190,000 | 258 |
| Managed Assets ($) | $875,260,000 | 216 |
| Non-managed Assets ($) | $8,930,000 | 391 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,728,000 | 246 |
| 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 | $1,721,000 | 161 |
| Number of Managed Accounts | $935,000 | 209 |
| Number of Non-Managed Accounts | $786,000 | 71 |
| Total fiduciary and related assets | $800,807,000 | 265 |
| Managed Assets ($) | $792,682,000 | 239 |
| Non-managed Assets ($) | $8,125,000 | 342 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,301,000 | 261 |
| 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 | $1,841,000 | 159 |
| Number of Managed Accounts | $941,000 | 215 |
| Number of Non-Managed Accounts | $900,000 | 72 |
| Total fiduciary and related assets | $766,844,000 | 281 |
| Managed Assets ($) | $756,254,000 | 246 |
| Non-managed Assets ($) | $10,590,000 | 542 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,286,000 | 261 |
| 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 | $1,695,000 | 163 |
| Number of Managed Accounts | $918,000 | 210 |
| Number of Non-Managed Accounts | $777,000 | 70 |
| Total fiduciary and related assets | $714,296,000 | 273 |
| Managed Assets ($) | $706,268,000 | 242 |
| Non-managed Assets ($) | $8,028,000 | 349 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,027,000 | 258 |
| 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 | $1,681,000 | 144 |
| Number of Managed Accounts | $911,000 | 200 |
| Number of Non-Managed Accounts | $770,000 | 62 |
| Total fiduciary and related assets | $722,149,000 | 245 |
| Managed Assets ($) | $713,949,000 | 213 |
| Non-managed Assets ($) | $8,200,000 | 366 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,726,000 | 223 |
| 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 | $1,695,000 | 144 |
| Number of Managed Accounts | $920,000 | 191 |
| Number of Non-Managed Accounts | $775,000 | 59 |
| Total fiduciary and related assets | $815,595,000 | 234 |
| Managed Assets ($) | $806,773,000 | 206 |
| Non-managed Assets ($) | $8,822,000 | 310 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,415,000 | 226 |
| 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 | $1,692,000 | 149 |
| Number of Managed Accounts | $916,000 | 202 |
| Number of Non-Managed Accounts | $776,000 | 63 |
| Total fiduciary and related assets | $890,159,000 | 238 |
| Managed Assets ($) | $881,046,000 | 201 |
| Non-managed Assets ($) | $9,113,000 | 540 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,536,000 | 223 |
| 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 | $1,652,000 | 149 |
| Number of Managed Accounts | $867,000 | 202 |
| Number of Non-Managed Accounts | $785,000 | 59 |
| Total fiduciary and related assets | $816,896,000 | 236 |
| Managed Assets ($) | $808,280,000 | 204 |
| Non-managed Assets ($) | $8,616,000 | 304 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,050,000 | 224 |
| 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 | $1,596,000 | 156 |
| Number of Managed Accounts | $826,000 | 217 |
| Number of Non-Managed Accounts | $770,000 | 62 |
| Total fiduciary and related assets | $804,557,000 | 243 |
| Managed Assets ($) | $796,107,000 | 206 |
| Non-managed Assets ($) | $8,450,000 | 361 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,593,000 | 230 |
| 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 | $1,540,000 | 158 |
| Number of Managed Accounts | $790,000 | 214 |
| Number of Non-Managed Accounts | $750,000 | 64 |
| Total fiduciary and related assets | $734,684,000 | 241 |
| Managed Assets ($) | $726,630,000 | 214 |
| Non-managed Assets ($) | $8,054,000 | 306 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,285,000 | 225 |
| 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 | $1,518,000 | 163 |
| Number of Managed Accounts | $753,000 | 231 |
| Number of Non-Managed Accounts | $765,000 | 71 |
| Total fiduciary and related assets | $809,163,000 | 237 |
| Managed Assets ($) | $801,687,000 | 201 |
| Non-managed Assets ($) | $7,476,000 | 563 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,579,000 | 232 |
| 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 | $1,499,000 | 159 |
| Number of Managed Accounts | $716,000 | 221 |
| Number of Non-Managed Accounts | $783,000 | 65 |
| Total fiduciary and related assets | $733,164,000 | 233 |
| Managed Assets ($) | $719,760,000 | 198 |
| Non-managed Assets ($) | $13,404,000 | 294 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,343,000 | 229 |
| 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 | $1,492,000 | 164 |
| Number of Managed Accounts | $717,000 | 229 |
| Number of Non-Managed Accounts | $775,000 | 67 |
| Total fiduciary and related assets | $696,370,000 | 242 |
| Managed Assets ($) | $683,563,000 | 204 |
| Non-managed Assets ($) | $12,807,000 | 346 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,180,000 | 232 |
| 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 | $1,528,000 | 161 |
| Number of Managed Accounts | $725,000 | 217 |
| Number of Non-Managed Accounts | $803,000 | 66 |
| Total fiduciary and related assets | $619,567,000 | 240 |
| Managed Assets ($) | $606,596,000 | 204 |
| Non-managed Assets ($) | $12,971,000 | 293 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,115,000 | 229 |
| 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 | $1,505,000 | 167 |
| Number of Managed Accounts | $716,000 | 231 |
| Number of Non-Managed Accounts | $789,000 | 72 |
| Total fiduciary and related assets | $713,680,000 | 243 |
| Managed Assets ($) | $698,572,000 | 208 |
| Non-managed Assets ($) | $15,108,000 | 478 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,341,000 | 231 |
| 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 | $1,494,000 | 161 |
| Number of Managed Accounts | $697,000 | 227 |
| Number of Non-Managed Accounts | $797,000 | 70 |
| Total fiduciary and related assets | $682,257,000 | 240 |
| Managed Assets ($) | $667,601,000 | 205 |
| Non-managed Assets ($) | $14,656,000 | 293 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,220,000 | 233 |
| 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 | $1,495,000 | 161 |
| Number of Managed Accounts | $704,000 | 229 |
| Number of Non-Managed Accounts | $791,000 | 72 |
| Total fiduciary and related assets | $677,115,000 | 243 |
| Managed Assets ($) | $662,451,000 | 205 |
| Non-managed Assets ($) | $14,664,000 | 324 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,121,000 | 234 |
| 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 | $1,472,000 | 161 |
| Number of Managed Accounts | $691,000 | 233 |
| Number of Non-Managed Accounts | $781,000 | 71 |
| Total fiduciary and related assets | $675,534,000 | 240 |
| Managed Assets ($) | $661,261,000 | 202 |
| Non-managed Assets ($) | $14,273,000 | 332 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,039,000 | 233 |
| 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 | $1,474,000 | 164 |
| Number of Managed Accounts | $689,000 | 234 |
| Number of Non-Managed Accounts | $785,000 | 79 |
| Total fiduciary and related assets | $624,281,000 | 247 |
| Managed Assets ($) | $609,755,000 | 206 |
| Non-managed Assets ($) | $14,526,000 | 489 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,466,000 | 223 |
| 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 | $1,472,000 | 159 |
| Number of Managed Accounts | $691,000 | 229 |
| Number of Non-Managed Accounts | $781,000 | 72 |
| Total fiduciary and related assets | $698,375,000 | 238 |
| Managed Assets ($) | $682,552,000 | 199 |
| Non-managed Assets ($) | $15,823,000 | 332 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,368,000 | 224 |
| 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 | $1,458,000 | 163 |
| Number of Managed Accounts | $693,000 | 233 |
| Number of Non-Managed Accounts | $765,000 | 71 |
| Total fiduciary and related assets | $665,343,000 | 247 |
| Managed Assets ($) | $657,267,000 | 203 |
| Non-managed Assets ($) | $8,076,000 | 355 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,264,000 | 225 |
| 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 | $1,451,000 | 166 |
| Number of Managed Accounts | $685,000 | 235 |
| Number of Non-Managed Accounts | $766,000 | 73 |
| Total fiduciary and related assets | $668,950,000 | 243 |
| Managed Assets ($) | $661,142,000 | 202 |
| Non-managed Assets ($) | $7,808,000 | 358 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,133,000 | 227 |
| 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 | $1,461,000 | 169 |
| Number of Managed Accounts | $685,000 | 242 |
| Number of Non-Managed Accounts | $776,000 | 81 |
| Total fiduciary and related assets | $669,117,000 | 241 |
| Managed Assets ($) | $661,226,000 | 202 |
| Non-managed Assets ($) | $7,891,000 | 595 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,146,000 | 226 |
| 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 | $1,417,000 | 169 |
| Number of Managed Accounts | $655,000 | 241 |
| Number of Non-Managed Accounts | $762,000 | 73 |
| Total fiduciary and related assets | $634,195,000 | 246 |
| Managed Assets ($) | $626,422,000 | 205 |
| Non-managed Assets ($) | $7,773,000 | 352 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,040,000 | 230 |
| 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 | $1,405,000 | 166 |
| Number of Managed Accounts | $664,000 | 241 |
| Number of Non-Managed Accounts | $741,000 | 71 |
| Total fiduciary and related assets | $628,396,000 | 242 |
| Managed Assets ($) | $620,473,000 | 203 |
| Non-managed Assets ($) | $7,923,000 | 351 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,992,000 | 234 |
| 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 | $1,381,000 | 167 |
| Number of Managed Accounts | $659,000 | 242 |
| Number of Non-Managed Accounts | $722,000 | 72 |
| Total fiduciary and related assets | $599,396,000 | 247 |
| Managed Assets ($) | $591,635,000 | 214 |
| Non-managed Assets ($) | $7,761,000 | 357 |
| Memoranda | ||
| Gross Fiduciary activities income | $975,000 | 235 |
| 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 | $1,380,000 | 170 |
| Number of Managed Accounts | $653,000 | 246 |
| Number of Non-Managed Accounts | $727,000 | 81 |
| Total fiduciary and related assets | $582,246,000 | 248 |
| Managed Assets ($) | $574,281,000 | 213 |
| Non-managed Assets ($) | $7,965,000 | 606 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,920,000 | 229 |
| 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 | $1,367,000 | 168 |
| Number of Managed Accounts | $624,000 | 250 |
| Number of Non-Managed Accounts | $743,000 | 70 |
| Total fiduciary and related assets | $570,823,000 | 254 |
| Managed Assets ($) | $563,211,000 | 215 |
| Non-managed Assets ($) | $7,612,000 | 357 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,956,000 | 227 |
| 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 | $1,377,000 | 166 |
| Number of Managed Accounts | $627,000 | 249 |
| Number of Non-Managed Accounts | $750,000 | 72 |
| Total fiduciary and related assets | $549,324,000 | 260 |
| Managed Assets ($) | $541,824,000 | 222 |
| Non-managed Assets ($) | $7,500,000 | 362 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,001,000 | 227 |
| 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 | $1,384,000 | 166 |
| Number of Managed Accounts | $630,000 | 246 |
| Number of Non-Managed Accounts | $754,000 | 71 |
| Total fiduciary and related assets | $537,081,000 | 258 |
| Managed Assets ($) | $529,479,000 | 223 |
| Non-managed Assets ($) | $7,602,000 | 361 |
| Memoranda | ||
| Gross Fiduciary activities income | $903,000 | 238 |
| 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 | $1,380,000 | 170 |
| Number of Managed Accounts | $619,000 | 255 |
| Number of Non-Managed Accounts | $761,000 | 78 |
| Total fiduciary and related assets | $531,127,000 | 260 |
| Managed Assets ($) | $523,383,000 | 224 |
| Non-managed Assets ($) | $7,744,000 | 620 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,831,000 | 233 |
| 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 | $1,355,000 | 168 |
| Number of Managed Accounts | $603,000 | 250 |
| Number of Non-Managed Accounts | $752,000 | 73 |
| Total fiduciary and related assets | $529,573,000 | 260 |
| Managed Assets ($) | $521,974,000 | 222 |
| Non-managed Assets ($) | $7,599,000 | 356 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,869,000 | 235 |
| 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 | $1,353,000 | 168 |
| Number of Managed Accounts | $602,000 | 252 |
| Number of Non-Managed Accounts | $751,000 | 71 |
| Total fiduciary and related assets | $560,634,000 | 259 |
| Managed Assets ($) | $552,756,000 | 216 |
| Non-managed Assets ($) | $7,878,000 | 363 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,909,000 | 237 |
| 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 | $1,352,000 | 167 |
| Number of Managed Accounts | $594,000 | 251 |
| Number of Non-Managed Accounts | $758,000 | 72 |
| Total fiduciary and related assets | $565,944,000 | 263 |
| Managed Assets ($) | $558,336,000 | 215 |
| Non-managed Assets ($) | $7,608,000 | 362 |
| Memoranda | ||
| Gross Fiduciary activities income | $951,000 | 240 |
| 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 | $1,364,000 | 168 |
| Number of Managed Accounts | $586,000 | 260 |
| Number of Non-Managed Accounts | $778,000 | 78 |
| Total fiduciary and related assets | $540,232,000 | 266 |
| Managed Assets ($) | $532,271,000 | 225 |
| Non-managed Assets ($) | $7,961,000 | 638 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,841,000 | 232 |
| 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 | $1,363,000 | 164 |
| Number of Managed Accounts | $589,000 | 251 |
| Number of Non-Managed Accounts | $774,000 | 76 |
| Total fiduciary and related assets | $536,584,000 | 265 |
| Managed Assets ($) | $528,857,000 | 223 |
| Non-managed Assets ($) | $7,727,000 | 358 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,899,000 | 231 |
| 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 | $1,359,000 | 164 |
| Number of Managed Accounts | $586,000 | 253 |
| Number of Non-Managed Accounts | $773,000 | 77 |
| Total fiduciary and related assets | $572,556,000 | 253 |
| Managed Assets ($) | $565,296,000 | 204 |
| Non-managed Assets ($) | $7,260,000 | 358 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,907,000 | 238 |
| 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 | $1,326,000 | 172 |
| Number of Managed Accounts | $580,000 | 253 |
| Number of Non-Managed Accounts | $746,000 | 78 |
| Total fiduciary and related assets | $550,899,000 | 255 |
| Managed Assets ($) | $543,773,000 | 206 |
| Non-managed Assets ($) | $7,126,000 | 359 |
| Memoranda | ||
| Gross Fiduciary activities income | $941,000 | 241 |
| 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 | $1,449,000 | 161 |
| Number of Managed Accounts | $586,000 | 259 |
| Number of Non-Managed Accounts | $863,000 | 79 |
| Total fiduciary and related assets | $550,114,000 | 253 |
| Managed Assets ($) | $542,354,000 | 203 |
| Non-managed Assets ($) | $7,760,000 | 640 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,602,000 | 233 |
| 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 | $1,424,000 | 153 |
| Number of Managed Accounts | $568,000 | 251 |
| Number of Non-Managed Accounts | $856,000 | 73 |
| Total fiduciary and related assets | $528,836,000 | 254 |
| Managed Assets ($) | $521,256,000 | 202 |
| Non-managed Assets ($) | $7,580,000 | 347 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,671,000 | 232 |
| 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 | $1,411,000 | 152 |
| Number of Managed Accounts | $561,000 | 251 |
| Number of Non-Managed Accounts | $850,000 | 74 |
| Total fiduciary and related assets | $509,162,000 | 253 |
| Managed Assets ($) | $501,168,000 | 198 |
| Non-managed Assets ($) | $7,994,000 | 348 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,770,000 | 232 |
| 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 | $1,388,000 | 160 |
| Number of Managed Accounts | $555,000 | 249 |
| Number of Non-Managed Accounts | $833,000 | 75 |
| Total fiduciary and related assets | $509,108,000 | 254 |
| Managed Assets ($) | $501,252,000 | 203 |
| Non-managed Assets ($) | $7,856,000 | 354 |
| Memoranda | ||
| Gross Fiduciary activities income | $879,000 | 236 |
| 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 | $1,394,000 | 163 |
| Number of Managed Accounts | $546,000 | 264 |
| Number of Non-Managed Accounts | $848,000 | 79 |
| Total fiduciary and related assets | $485,378,000 | 257 |
| Managed Assets ($) | $477,434,000 | 203 |
| Non-managed Assets ($) | $7,944,000 | 644 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,139,000 | 233 |
| 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 | $1,358,000 | 159 |
| Number of Managed Accounts | $514,000 | 252 |
| Number of Non-Managed Accounts | $844,000 | 71 |
| Total fiduciary and related assets | $467,802,000 | 262 |
| Managed Assets ($) | $459,765,000 | 210 |
| Non-managed Assets ($) | $8,037,000 | 335 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,318,000 | 233 |
| 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 | $1,341,000 | 156 |
| Number of Managed Accounts | $500,000 | 254 |
| Number of Non-Managed Accounts | $841,000 | 72 |
| Total fiduciary and related assets | $441,861,000 | 263 |
| Managed Assets ($) | $433,737,000 | 213 |
| Non-managed Assets ($) | $8,124,000 | 337 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,526,000 | 236 |
| 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 | $1,311,000 | 158 |
| Number of Managed Accounts | $483,000 | 255 |
| Number of Non-Managed Accounts | $828,000 | 73 |
| Total fiduciary and related assets | $446,433,000 | 260 |
| Managed Assets ($) | $438,403,000 | 213 |
| Non-managed Assets ($) | $8,030,000 | 336 |
| Memoranda | ||
| Gross Fiduciary activities income | $748,000 | 243 |
| 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 | $1,329,000 | 161 |
| Number of Managed Accounts | $475,000 | 282 |
| Number of Non-Managed Accounts | $854,000 | 79 |
| Total fiduciary and related assets | $403,170,000 | 274 |
| Managed Assets ($) | $395,319,000 | 223 |
| Non-managed Assets ($) | $7,851,000 | 644 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,890,000 | 205 |
| 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 | $1,288,000 | 159 |
| Number of Managed Accounts | $460,000 | 260 |
| Number of Non-Managed Accounts | $828,000 | 70 |
| Total fiduciary and related assets | $377,242,000 | 271 |
| Managed Assets ($) | $369,572,000 | 224 |
| Non-managed Assets ($) | $7,670,000 | 345 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,193,000 | 202 |
| 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 | $1,308,000 | 159 |
| Number of Managed Accounts | $455,000 | 260 |
| Number of Non-Managed Accounts | $853,000 | 72 |
| Total fiduciary and related assets | $412,358,000 | 269 |
| Managed Assets ($) | $404,439,000 | 223 |
| Non-managed Assets ($) | $7,919,000 | 347 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,478,000 | 208 |
| 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 | $1,298,000 | 155 |
| Number of Managed Accounts | $450,000 | 266 |
| Number of Non-Managed Accounts | $848,000 | 74 |
| Total fiduciary and related assets | $404,457,000 | 272 |
| Managed Assets ($) | $396,619,000 | 223 |
| Non-managed Assets ($) | $7,838,000 | 348 |
| Memoranda | ||
| Gross Fiduciary activities income | $732,000 | 212 |
| 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 | $1,321,000 | 166 |
| Number of Managed Accounts | $449,000 | 302 |
| Number of Non-Managed Accounts | $872,000 | 82 |
| Total fiduciary and related assets | $393,044,000 | 275 |
| Managed Assets ($) | $385,221,000 | 228 |
| Non-managed Assets ($) | $7,823,000 | 663 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,619,000 | 216 |
| 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 | $1,319,000 | 155 |
| Number of Managed Accounts | $442,000 | 263 |
| Number of Non-Managed Accounts | $877,000 | 75 |
| Total fiduciary and related assets | $374,270,000 | 266 |
| Managed Assets ($) | $366,483,000 | 225 |
| Non-managed Assets ($) | $7,787,000 | 347 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,951,000 | 215 |
| 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 | $1,308,000 | 155 |
| Number of Managed Accounts | $440,000 | 264 |
| Number of Non-Managed Accounts | $868,000 | 78 |
| Total fiduciary and related assets | $351,568,000 | 267 |
| Managed Assets ($) | $344,075,000 | 224 |
| Non-managed Assets ($) | $7,493,000 | 350 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,284,000 | 215 |
| 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 | $1,318,000 | 155 |
| Number of Managed Accounts | $446,000 | 265 |
| Number of Non-Managed Accounts | $872,000 | 77 |
| Total fiduciary and related assets | $359,743,000 | 270 |
| Managed Assets ($) | $352,117,000 | 226 |
| Non-managed Assets ($) | $7,626,000 | 356 |
| Memoranda | ||
| Gross Fiduciary activities income | $638,000 | 218 |
| 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 | $480,000 | 386 |
| Number of Managed Accounts | $445,000 | 306 |
| Number of Non-Managed Accounts | $35,000 | 618 |
| Total fiduciary and related assets | $344,445,000 | 278 |
| Managed Assets ($) | $337,013,000 | 233 |
| Non-managed Assets ($) | $7,432,000 | 680 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,135,000 | 234 |
| 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 | $467,000 | 307 |
| Number of Managed Accounts | $434,000 | 264 |
| Number of Non-Managed Accounts | $33,000 | 285 |
| Total fiduciary and related assets | $332,806,000 | 286 |
| Managed Assets ($) | $326,054,000 | 236 |
| Non-managed Assets ($) | $6,752,000 | 342 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,512,000 | 243 |
| 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 | $449,000 | 312 |
| Number of Managed Accounts | $416,000 | 270 |
| Number of Non-Managed Accounts | $33,000 | 293 |
| Total fiduciary and related assets | $281,498,000 | 306 |
| Managed Assets ($) | $275,010,000 | 252 |
| Non-managed Assets ($) | $6,488,000 | 345 |
| Memoranda | ||
| Gross Fiduciary activities income | $983,000 | 251 |
| 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 | $450,000 | 311 |
| Number of Managed Accounts | $415,000 | 271 |
| Number of Non-Managed Accounts | $35,000 | 286 |
| Total fiduciary and related assets | $262,281,000 | 309 |
| Managed Assets ($) | $255,829,000 | 260 |
| Non-managed Assets ($) | $6,452,000 | 342 |
| Memoranda | ||
| Gross Fiduciary activities income | $481,000 | 254 |
| 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 | $438,000 | 414 |
| Number of Managed Accounts | $405,000 | 323 |
| Number of Non-Managed Accounts | $33,000 | 643 |
| Total fiduciary and related assets | $280,128,000 | 307 |
| Managed Assets ($) | $273,612,000 | 255 |
| Non-managed Assets ($) | $6,516,000 | 677 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,445,000 | 234 |
| 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 | $437,000 | 328 |
| Number of Managed Accounts | $404,000 | 284 |
| Number of Non-Managed Accounts | $33,000 | 312 |
| Total fiduciary and related assets | $320,343,000 | 299 |
| Managed Assets ($) | $313,608,000 | 245 |
| Non-managed Assets ($) | $6,735,000 | 366 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,916,000 | 233 |
| 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 | $431,000 | 335 |
| Number of Managed Accounts | $412,000 | 285 |
| Number of Non-Managed Accounts | $19,000 | 347 |
| Total fiduciary and related assets | $335,998,000 | 300 |
| Managed Assets ($) | $333,851,000 | 243 |
| Non-managed Assets ($) | $2,147,000 | 398 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,300,000 | 235 |
| 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 | $431,000 | 337 |
| Number of Managed Accounts | $412,000 | 288 |
| Number of Non-Managed Accounts | $19,000 | 349 |
| Total fiduciary and related assets | $330,118,000 | 314 |
| Managed Assets ($) | $327,877,000 | 250 |
| Non-managed Assets ($) | $2,241,000 | 404 |
| Memoranda | ||
| Gross Fiduciary activities income | $642,000 | 239 |
| 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 | $446,000 | 412 |
| Number of Managed Accounts | $428,000 | 312 |
| Number of Non-Managed Accounts | $18,000 | 790 |
| Total fiduciary and related assets | $341,127,000 | 313 |
| Managed Assets ($) | $338,781,000 | 253 |
| Non-managed Assets ($) | $2,346,000 | 892 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,587,000 | 238 |
| 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 | $455,000 | 317 |
| Number of Managed Accounts | $437,000 | 270 |
| Number of Non-Managed Accounts | $18,000 | 339 |
| Total fiduciary and related assets | $330,546,000 | 318 |
| Managed Assets ($) | $328,057,000 | 253 |
| Non-managed Assets ($) | $2,489,000 | 387 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,972,000 | 234 |
| 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 | $478,000 | 312 |
| Number of Managed Accounts | $460,000 | 261 |
| Number of Non-Managed Accounts | $18,000 | 351 |
| Total fiduciary and related assets | $325,970,000 | 329 |
| Managed Assets ($) | $323,401,000 | 263 |
| Non-managed Assets ($) | $2,569,000 | 394 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,308,000 | 242 |
| 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 | $482,000 | 313 |
| Number of Managed Accounts | $464,000 | 262 |
| Number of Non-Managed Accounts | $18,000 | 348 |
| Total fiduciary and related assets | $314,699,000 | 330 |
| Managed Assets ($) | $312,228,000 | 264 |
| Non-managed Assets ($) | $2,471,000 | 394 |
| Memoranda | ||
| Gross Fiduciary activities income | $651,000 | 243 |
| 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 | $502,000 | 369 |
| Number of Managed Accounts | $477,000 | 290 |
| Number of Non-Managed Accounts | $25,000 | 739 |
| Total fiduciary and related assets | $311,382,000 | 329 |
| Managed Assets ($) | $308,958,000 | 267 |
| Non-managed Assets ($) | $2,424,000 | 892 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,201,000 | 258 |
| 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 | $495,000 | 311 |
| Number of Managed Accounts | $470,000 | 264 |
| Number of Non-Managed Accounts | $25,000 | 330 |
| Total fiduciary and related assets | $288,573,000 | 340 |
| Managed Assets ($) | $286,251,000 | 278 |
| Non-managed Assets ($) | $2,322,000 | 382 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,628,000 | 265 |
| 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 | $499,000 | 317 |
| Number of Managed Accounts | $472,000 | 268 |
| Number of Non-Managed Accounts | $27,000 | 334 |
| Total fiduciary and related assets | $277,562,000 | 348 |
| Managed Assets ($) | $275,260,000 | 280 |
| Non-managed Assets ($) | $2,302,000 | 386 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,048,000 | 276 |
| 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 | $490,000 | 322 |
| Number of Managed Accounts | $462,000 | 273 |
| Number of Non-Managed Accounts | $28,000 | 332 |
| Total fiduciary and related assets | $275,459,000 | 347 |
| Managed Assets ($) | $273,101,000 | 282 |
| Non-managed Assets ($) | $2,358,000 | 391 |
| Memoranda | ||
| Gross Fiduciary activities income | $520,000 | 274 |
| 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 | $478,000 | 391 |
| Number of Managed Accounts | $448,000 | 314 |
| Number of Non-Managed Accounts | $30,000 | 708 |
| Total fiduciary and related assets | $258,343,000 | 363 |
| Managed Assets ($) | $256,047,000 | 290 |
| Non-managed Assets ($) | $2,296,000 | 921 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,886,000 | 284 |
| 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 | $1,389,000 | 280 |
| 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 | $479,000 | 322 |
| Number of Managed Accounts | $447,000 | 277 |
| Number of Non-Managed Accounts | $32,000 | 328 |
| Total fiduciary and related assets | $249,131,000 | 351 |
| Managed Assets ($) | $246,748,000 | 288 |
| Non-managed Assets ($) | $2,383,000 | 399 |
| Memoranda | ||
| Gross Fiduciary activities income | $902,000 | 282 |
| 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 | $486,000 | 324 |
| Number of Managed Accounts | $378,000 | 298 |
| Number of Non-Managed Accounts | $108,000 | 245 |
| Total fiduciary and related assets | $243,796,000 | 361 |
| Managed Assets ($) | $202,575,000 | 321 |
| Non-managed Assets ($) | $41,221,000 | 298 |
| Memoranda | ||
| Gross Fiduciary activities income | $439,000 | 293 |
| 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 | $471,000 | 402 |
| Number of Managed Accounts | $364,000 | 350 |
| Number of Non-Managed Accounts | $107,000 | 393 |
| Total fiduciary and related assets | $238,111,000 | 378 |
| Managed Assets ($) | $196,265,000 | 336 |
| Non-managed Assets ($) | $41,846,000 | 372 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,756,000 | 280 |
| 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 | $441,000 | 329 |
| Number of Managed Accounts | $338,000 | 302 |
| Number of Non-Managed Accounts | $103,000 | 249 |
| Total fiduciary and related assets | $282,454,000 | 337 |
| Managed Assets ($) | $245,600,000 | 281 |
| Non-managed Assets ($) | $36,854,000 | 297 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,365,000 | 280 |
| 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 | $454,000 | 332 |
| Number of Managed Accounts | $346,000 | 299 |
| Number of Non-Managed Accounts | $108,000 | 254 |
| Total fiduciary and related assets | $283,778,000 | 336 |
| Managed Assets ($) | $246,198,000 | 282 |
| Non-managed Assets ($) | $37,580,000 | 303 |
| Memoranda | ||
| Gross Fiduciary activities income | $896,000 | 281 |
| 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 | $421,000 | 337 |
| Number of Managed Accounts | $313,000 | 316 |
| Number of Non-Managed Accounts | $108,000 | 254 |
| Total fiduciary and related assets | $278,334,000 | 342 |
| Managed Assets ($) | $237,974,000 | 298 |
| Non-managed Assets ($) | $40,360,000 | 303 |
| Memoranda | ||
| Gross Fiduciary activities income | $421,000 | 290 |
| 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 | $427,000 | 441 |
| Number of Managed Accounts | $313,000 | 399 |
| Number of Non-Managed Accounts | $114,000 | 400 |
| Total fiduciary and related assets | $272,314,000 | 361 |
| Managed Assets ($) | $231,766,000 | 303 |
| Non-managed Assets ($) | $40,548,000 | 392 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,708,000 | 290 |
| 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 | $436,000 | 350 |
| Number of Managed Accounts | $311,000 | 321 |
| Number of Non-Managed Accounts | $125,000 | 251 |
| Total fiduciary and related assets | $254,774,000 | 359 |
| Managed Assets ($) | $213,108,000 | 304 |
| Non-managed Assets ($) | $41,666,000 | 314 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,172,000 | 310 |
| 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 | $450,000 | 351 |
| Number of Managed Accounts | $320,000 | 321 |
| Number of Non-Managed Accounts | $130,000 | 257 |
| Total fiduciary and related assets | $258,893,000 | 359 |
| Managed Assets ($) | $217,106,000 | 305 |
| Non-managed Assets ($) | $41,787,000 | 312 |
| Memoranda | ||
| Gross Fiduciary activities income | $782,000 | 315 |
| 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 | $461,000 | 352 |
| Number of Managed Accounts | $324,000 | 330 |
| Number of Non-Managed Accounts | $137,000 | 255 |
| Total fiduciary and related assets | $241,025,000 | 364 |
| Managed Assets ($) | $200,335,000 | 316 |
| Non-managed Assets ($) | $40,690,000 | 320 |
| Memoranda | ||
| Gross Fiduciary activities income | $361,000 | 332 |
| 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 | $442,000 | 445 |
| Number of Managed Accounts | $305,000 | 429 |
| Number of Non-Managed Accounts | $137,000 | 359 |
| Total fiduciary and related assets | $230,144,000 | 382 |
| Managed Assets ($) | $181,503,000 | 353 |
| Non-managed Assets ($) | $48,641,000 | 355 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,753,000 | 305 |
| 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 | $442,000 | 421 |
| Number of Managed Accounts | $268,000 | 439 |
| Number of Non-Managed Accounts | $174,000 | 304 |
| Total fiduciary and related assets | $262,035,000 | 349 |
| Managed Assets ($) | $203,752,000 | 326 |
| Non-managed Assets ($) | $58,283,000 | 316 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,579,000 | 326 |
| 2000-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,430,000 | 351 |
| 1999-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,215,000 | 416 |
| 1998-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,007,000 | 460 |
| 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 | $710,000 | 557 |
| 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 | $631,000 | 639 |
| 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 | $602,000 | 683 |
| 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 | $571,000 | 698 |
| 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 | $500,000 | 767 |
| 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 | $162,000 | 1,139 |