Home > Field & Main Bank > Fiduciary and Related Services
Field & Main Bank, Fiduciary and Related Services
| 2023-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 4 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $797,000 | 281 |
| Number of Managed Accounts | $775,000 | 250 |
| Number of Non-Managed Accounts | $22,000 | 513 |
| Total fiduciary and related assets | $600,391,000 | 320 |
| Managed Assets ($) | $594,133,000 | 280 |
| Non-managed Assets ($) | $6,258,000 | 576 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,233,000 | 325 |
| 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 | $802,000 | 253 |
| Number of Managed Accounts | $781,000 | 225 |
| Number of Non-Managed Accounts | $21,000 | 300 |
| Total fiduciary and related assets | $565,847,000 | 297 |
| Managed Assets ($) | $560,487,000 | 267 |
| Non-managed Assets ($) | $5,360,000 | 341 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,368,000 | 326 |
| 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 | $774,000 | 275 |
| Number of Managed Accounts | $754,000 | 240 |
| Number of Non-Managed Accounts | $20,000 | 352 |
| Total fiduciary and related assets | $542,599,000 | 322 |
| Managed Assets ($) | $536,852,000 | 286 |
| Non-managed Assets ($) | $5,747,000 | 399 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,554,000 | 323 |
| 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 | $767,000 | 264 |
| Number of Managed Accounts | $747,000 | 233 |
| Number of Non-Managed Accounts | $20,000 | 315 |
| Total fiduciary and related assets | $520,535,000 | 304 |
| Managed Assets ($) | $514,446,000 | 278 |
| Non-managed Assets ($) | $6,089,000 | 348 |
| Memoranda | ||
| Gross Fiduciary activities income | $736,000 | 347 |
| 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 | $751,000 | 297 |
| Number of Managed Accounts | $734,000 | 255 |
| Number of Non-Managed Accounts | $17,000 | 583 |
| Total fiduciary and related assets | $494,906,000 | 339 |
| Managed Assets ($) | $489,267,000 | 302 |
| Non-managed Assets ($) | $5,639,000 | 609 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,248,000 | 330 |
| 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 | $783,000 | 264 |
| Number of Managed Accounts | $765,000 | 237 |
| Number of Non-Managed Accounts | $18,000 | 330 |
| Total fiduciary and related assets | $469,418,000 | 315 |
| Managed Assets ($) | $463,910,000 | 288 |
| Non-managed Assets ($) | $5,508,000 | 358 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,431,000 | 332 |
| 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 | $792,000 | 247 |
| Number of Managed Accounts | $772,000 | 225 |
| Number of Non-Managed Accounts | $20,000 | 337 |
| Total fiduciary and related assets | $489,957,000 | 297 |
| Managed Assets ($) | $484,535,000 | 261 |
| Non-managed Assets ($) | $5,422,000 | 378 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,652,000 | 293 |
| 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 | $782,000 | 236 |
| Number of Managed Accounts | $742,000 | 218 |
| Number of Non-Managed Accounts | $40,000 | 254 |
| Total fiduciary and related assets | $526,516,000 | 274 |
| Managed Assets ($) | $519,402,000 | 253 |
| Non-managed Assets ($) | $7,114,000 | 314 |
| Memoranda | ||
| Gross Fiduciary activities income | $793,000 | 300 |
| 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 | $740,000 | 269 |
| Number of Managed Accounts | $634,000 | 258 |
| Number of Non-Managed Accounts | $106,000 | 234 |
| Total fiduciary and related assets | $547,740,000 | 305 |
| Managed Assets ($) | $536,758,000 | 268 |
| Non-managed Assets ($) | $10,982,000 | 521 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,412,000 | 290 |
| 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 | $764,000 | 240 |
| Number of Managed Accounts | $655,000 | 236 |
| Number of Non-Managed Accounts | $109,000 | 173 |
| Total fiduciary and related assets | $530,344,000 | 276 |
| Managed Assets ($) | $514,299,000 | 252 |
| Non-managed Assets ($) | $16,045,000 | 290 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,525,000 | 289 |
| 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 | $740,000 | 258 |
| Number of Managed Accounts | $637,000 | 255 |
| Number of Non-Managed Accounts | $103,000 | 188 |
| Total fiduciary and related assets | $532,875,000 | 297 |
| Managed Assets ($) | $517,797,000 | 266 |
| Non-managed Assets ($) | $15,078,000 | 345 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,690,000 | 285 |
| 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 | $727,000 | 246 |
| Number of Managed Accounts | $628,000 | 241 |
| Number of Non-Managed Accounts | $99,000 | 186 |
| Total fiduciary and related assets | $495,369,000 | 279 |
| Managed Assets ($) | $485,323,000 | 255 |
| Non-managed Assets ($) | $10,046,000 | 300 |
| Memoranda | ||
| Gross Fiduciary activities income | $787,000 | 292 |
| 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 | $704,000 | 276 |
| Number of Managed Accounts | $612,000 | 260 |
| Number of Non-Managed Accounts | $92,000 | 263 |
| Total fiduciary and related assets | $482,658,000 | 305 |
| Managed Assets ($) | $472,935,000 | 270 |
| Non-managed Assets ($) | $9,723,000 | 541 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,978,000 | 290 |
| 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 | $686,000 | 249 |
| Number of Managed Accounts | $599,000 | 240 |
| Number of Non-Managed Accounts | $87,000 | 194 |
| Total fiduciary and related assets | $457,660,000 | 279 |
| Managed Assets ($) | $449,013,000 | 251 |
| Non-managed Assets ($) | $8,647,000 | 308 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,197,000 | 288 |
| 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 | $674,000 | 268 |
| Number of Managed Accounts | $589,000 | 257 |
| Number of Non-Managed Accounts | $85,000 | 213 |
| Total fiduciary and related assets | $435,560,000 | 306 |
| Managed Assets ($) | $426,508,000 | 268 |
| Non-managed Assets ($) | $9,052,000 | 356 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,479,000 | 284 |
| 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 | $672,000 | 250 |
| Number of Managed Accounts | $583,000 | 241 |
| Number of Non-Managed Accounts | $89,000 | 197 |
| Total fiduciary and related assets | $396,494,000 | 283 |
| Managed Assets ($) | $388,942,000 | 256 |
| Non-managed Assets ($) | $7,552,000 | 309 |
| Memoranda | ||
| Gross Fiduciary activities income | $679,000 | 299 |
| 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 | $649,000 | 289 |
| Number of Managed Accounts | $567,000 | 266 |
| Number of Non-Managed Accounts | $82,000 | 291 |
| Total fiduciary and related assets | $428,819,000 | 311 |
| Managed Assets ($) | $419,675,000 | 274 |
| Non-managed Assets ($) | $9,144,000 | 550 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,640,000 | 300 |
| 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 | $627,000 | 258 |
| Number of Managed Accounts | $568,000 | 243 |
| Number of Non-Managed Accounts | $59,000 | 230 |
| Total fiduciary and related assets | $407,622,000 | 290 |
| Managed Assets ($) | $398,785,000 | 263 |
| Non-managed Assets ($) | $8,837,000 | 312 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,879,000 | 307 |
| 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 | $562,000 | 289 |
| Number of Managed Accounts | $540,000 | 264 |
| Number of Non-Managed Accounts | $22,000 | 314 |
| Total fiduciary and related assets | $423,419,000 | 302 |
| Managed Assets ($) | $394,372,000 | 276 |
| Non-managed Assets ($) | $29,047,000 | 302 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,255,000 | 310 |
| 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 | $567,000 | 292 |
| Number of Managed Accounts | $542,000 | 263 |
| Number of Non-Managed Accounts | $25,000 | 307 |
| Total fiduciary and related assets | $410,757,000 | 305 |
| Managed Assets ($) | $377,766,000 | 282 |
| Non-managed Assets ($) | $32,991,000 | 302 |
| Memoranda | ||
| Gross Fiduciary activities income | $621,000 | 310 |
| 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 | $569,000 | 316 |
| Number of Managed Accounts | $543,000 | 271 |
| Number of Non-Managed Accounts | $26,000 | 538 |
| Total fiduciary and related assets | $391,421,000 | 308 |
| Managed Assets ($) | $361,918,000 | 277 |
| Non-managed Assets ($) | $29,503,000 | 388 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,375,000 | 315 |
| 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 | $558,000 | 290 |
| Number of Managed Accounts | $532,000 | 262 |
| Number of Non-Managed Accounts | $26,000 | 310 |
| Total fiduciary and related assets | $417,605,000 | 309 |
| Managed Assets ($) | $383,445,000 | 278 |
| Non-managed Assets ($) | $34,160,000 | 301 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,748,000 | 319 |
| 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 | $538,000 | 295 |
| Number of Managed Accounts | $512,000 | 268 |
| Number of Non-Managed Accounts | $26,000 | 314 |
| Total fiduciary and related assets | $396,255,000 | 318 |
| Managed Assets ($) | $364,016,000 | 289 |
| Non-managed Assets ($) | $32,239,000 | 304 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,153,000 | 321 |
| 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 | $533,000 | 298 |
| Number of Managed Accounts | $508,000 | 272 |
| Number of Non-Managed Accounts | $25,000 | 319 |
| Total fiduciary and related assets | $391,888,000 | 320 |
| Managed Assets ($) | $358,718,000 | 285 |
| Non-managed Assets ($) | $33,170,000 | 305 |
| Memoranda | ||
| Gross Fiduciary activities income | $579,000 | 322 |
| 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 | $536,000 | 328 |
| Number of Managed Accounts | $508,000 | 284 |
| Number of Non-Managed Accounts | $28,000 | 530 |
| Total fiduciary and related assets | $392,456,000 | 323 |
| Managed Assets ($) | $358,460,000 | 289 |
| Non-managed Assets ($) | $33,996,000 | 380 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,078,000 | 332 |
| 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 | $530,000 | 295 |
| Number of Managed Accounts | $514,000 | 263 |
| Number of Non-Managed Accounts | $16,000 | 326 |
| Total fiduciary and related assets | $387,409,000 | 321 |
| Managed Assets ($) | $349,649,000 | 291 |
| Non-managed Assets ($) | $37,760,000 | 299 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,494,000 | 340 |
| 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 | $510,000 | 301 |
| Number of Managed Accounts | $492,000 | 270 |
| Number of Non-Managed Accounts | $18,000 | 325 |
| Total fiduciary and related assets | $340,360,000 | 335 |
| Managed Assets ($) | $331,730,000 | 290 |
| Non-managed Assets ($) | $8,630,000 | 349 |
| Memoranda | ||
| Gross Fiduciary activities income | $981,000 | 342 |
| 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 | $982,000 | 216 |
| Number of Managed Accounts | $946,000 | 182 |
| Number of Non-Managed Accounts | $36,000 | 285 |
| Total fiduciary and related assets | $657,304,000 | 234 |
| Managed Assets ($) | $637,982,000 | 198 |
| Non-managed Assets ($) | $19,322,000 | 320 |
| Memoranda | ||
| Gross Fiduciary activities income | $480,000 | 347 |
| 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 | $494,000 | 343 |
| Number of Managed Accounts | $475,000 | 292 |
| Number of Non-Managed Accounts | $19,000 | 626 |
| Total fiduciary and related assets | $341,676,000 | 333 |
| Managed Assets ($) | $330,003,000 | 291 |
| Non-managed Assets ($) | $11,673,000 | 544 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,897,000 | 347 |
| 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 | $486,000 | 307 |
| Number of Managed Accounts | $470,000 | 276 |
| Number of Non-Managed Accounts | $16,000 | 336 |
| Total fiduciary and related assets | $333,236,000 | 331 |
| Managed Assets ($) | $322,410,000 | 289 |
| Non-managed Assets ($) | $10,826,000 | 345 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,400,000 | 348 |
| 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 | $500,000 | 307 |
| Number of Managed Accounts | $483,000 | 275 |
| Number of Non-Managed Accounts | $17,000 | 338 |
| Total fiduciary and related assets | $333,832,000 | 335 |
| Managed Assets ($) | $323,432,000 | 290 |
| Non-managed Assets ($) | $10,400,000 | 348 |
| Memoranda | ||
| Gross Fiduciary activities income | $934,000 | 345 |
| 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 | $513,000 | 305 |
| Number of Managed Accounts | $492,000 | 273 |
| Number of Non-Managed Accounts | $21,000 | 330 |
| Total fiduciary and related assets | $328,658,000 | 336 |
| Managed Assets ($) | $316,336,000 | 291 |
| Non-managed Assets ($) | $12,322,000 | 342 |
| Memoranda | ||
| Gross Fiduciary activities income | $480,000 | 339 |
| 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 | $518,000 | 337 |
| Number of Managed Accounts | $497,000 | 281 |
| Number of Non-Managed Accounts | $21,000 | 629 |
| Total fiduciary and related assets | $370,974,000 | 311 |
| Managed Assets ($) | $356,269,000 | 272 |
| Non-managed Assets ($) | $14,705,000 | 519 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,560,000 | 293 |
| 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 | $549,000 | 294 |
| Number of Managed Accounts | $528,000 | 259 |
| Number of Non-Managed Accounts | $21,000 | 328 |
| Total fiduciary and related assets | $376,869,000 | 310 |
| Managed Assets ($) | $367,342,000 | 264 |
| Non-managed Assets ($) | $9,527,000 | 350 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,020,000 | 286 |
| 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 | $603,000 | 285 |
| Number of Managed Accounts | $580,000 | 255 |
| Number of Non-Managed Accounts | $23,000 | 324 |
| Total fiduciary and related assets | $416,530,000 | 302 |
| Managed Assets ($) | $395,931,000 | 259 |
| Non-managed Assets ($) | $20,599,000 | 332 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,410,000 | 281 |
| 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 | $599,000 | 288 |
| Number of Managed Accounts | $577,000 | 256 |
| Number of Non-Managed Accounts | $22,000 | 330 |
| Total fiduciary and related assets | $423,236,000 | 301 |
| Managed Assets ($) | $402,398,000 | 261 |
| Non-managed Assets ($) | $20,838,000 | 331 |
| Memoranda | ||
| Gross Fiduciary activities income | $618,000 | 299 |
| 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 | $602,000 | 311 |
| Number of Managed Accounts | $580,000 | 262 |
| Number of Non-Managed Accounts | $22,000 | 648 |
| Total fiduciary and related assets | $410,036,000 | 302 |
| Managed Assets ($) | $389,414,000 | 264 |
| Non-managed Assets ($) | $20,622,000 | 467 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,424,000 | 302 |
| 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 | $605,000 | 289 |
| Number of Managed Accounts | $577,000 | 252 |
| Number of Non-Managed Accounts | $28,000 | 310 |
| Total fiduciary and related assets | $405,042,000 | 301 |
| Managed Assets ($) | $384,149,000 | 265 |
| Non-managed Assets ($) | $20,893,000 | 326 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,794,000 | 305 |
| 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 | $605,000 | 288 |
| Number of Managed Accounts | $577,000 | 255 |
| Number of Non-Managed Accounts | $28,000 | 306 |
| Total fiduciary and related assets | $407,439,000 | 300 |
| Managed Assets ($) | $386,817,000 | 265 |
| Non-managed Assets ($) | $20,622,000 | 326 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,132,000 | 316 |
| 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 | $586,000 | 296 |
| Number of Managed Accounts | $558,000 | 259 |
| Number of Non-Managed Accounts | $28,000 | 309 |
| Total fiduciary and related assets | $397,416,000 | 301 |
| Managed Assets ($) | $376,898,000 | 267 |
| Non-managed Assets ($) | $20,518,000 | 331 |
| Memoranda | ||
| Gross Fiduciary activities income | $555,000 | 322 |
| 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 | $580,000 | 324 |
| Number of Managed Accounts | $552,000 | 271 |
| Number of Non-Managed Accounts | $28,000 | 598 |
| Total fiduciary and related assets | $389,252,000 | 306 |
| Managed Assets ($) | $368,599,000 | 267 |
| Non-managed Assets ($) | $20,653,000 | 474 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,053,000 | 321 |
| 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 | $579,000 | 289 |
| Number of Managed Accounts | $549,000 | 255 |
| Number of Non-Managed Accounts | $30,000 | 295 |
| Total fiduciary and related assets | $361,591,000 | 313 |
| Managed Assets ($) | $342,392,000 | 271 |
| Non-managed Assets ($) | $19,199,000 | 324 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,507,000 | 321 |
| 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 | $581,000 | 287 |
| Number of Managed Accounts | $551,000 | 253 |
| Number of Non-Managed Accounts | $30,000 | 295 |
| Total fiduciary and related assets | $364,458,000 | 303 |
| Managed Assets ($) | $344,400,000 | 263 |
| Non-managed Assets ($) | $20,058,000 | 324 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,001,000 | 321 |
| 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 | $573,000 | 291 |
| Number of Managed Accounts | $545,000 | 254 |
| Number of Non-Managed Accounts | $28,000 | 301 |
| Total fiduciary and related assets | $361,124,000 | 300 |
| Managed Assets ($) | $352,365,000 | 255 |
| Non-managed Assets ($) | $8,759,000 | 352 |
| Memoranda | ||
| Gross Fiduciary activities income | $503,000 | 318 |
| 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 | $557,000 | 331 |
| Number of Managed Accounts | $529,000 | 272 |
| Number of Non-Managed Accounts | $28,000 | 619 |
| Total fiduciary and related assets | $334,687,000 | 312 |
| Managed Assets ($) | $326,667,000 | 264 |
| Non-managed Assets ($) | $8,020,000 | 643 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,900,000 | 315 |
| 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 | $602,000 | 277 |
| Number of Managed Accounts | $565,000 | 240 |
| Number of Non-Managed Accounts | $37,000 | 278 |
| Total fiduciary and related assets | $336,436,000 | 304 |
| Managed Assets ($) | $326,769,000 | 259 |
| Non-managed Assets ($) | $9,667,000 | 332 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,401,000 | 320 |
| 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 | $558,000 | 286 |
| Number of Managed Accounts | $520,000 | 246 |
| Number of Non-Managed Accounts | $38,000 | 278 |
| Total fiduciary and related assets | $321,203,000 | 309 |
| Managed Assets ($) | $311,250,000 | 258 |
| Non-managed Assets ($) | $9,953,000 | 333 |
| Memoranda | ||
| Gross Fiduciary activities income | $933,000 | 318 |
| 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 | $26,523,000 | 24 |
| Number of Managed Accounts | $26,486,000 | 9 |
| Number of Non-Managed Accounts | $37,000 | 274 |
| Total fiduciary and related assets | $331,688,000 | 304 |
| Managed Assets ($) | $319,227,000 | 257 |
| Non-managed Assets ($) | $12,461,000 | 324 |
| Memoranda | ||
| Gross Fiduciary activities income | $478,000 | 315 |
| 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 | $553,000 | 335 |
| Number of Managed Accounts | $516,000 | 268 |
| Number of Non-Managed Accounts | $37,000 | 552 |
| Total fiduciary and related assets | $315,190,000 | 308 |
| Managed Assets ($) | $304,095,000 | 259 |
| Non-managed Assets ($) | $11,095,000 | 583 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,801,000 | 282 |
| 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 | $546,000 | 287 |
| Number of Managed Accounts | $509,000 | 247 |
| Number of Non-Managed Accounts | $37,000 | 288 |
| Total fiduciary and related assets | $301,009,000 | 303 |
| Managed Assets ($) | $291,262,000 | 258 |
| Non-managed Assets ($) | $9,747,000 | 337 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,346,000 | 283 |
| 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 | $555,000 | 288 |
| Number of Managed Accounts | $517,000 | 246 |
| Number of Non-Managed Accounts | $38,000 | 289 |
| Total fiduciary and related assets | $322,311,000 | 305 |
| Managed Assets ($) | $311,047,000 | 259 |
| Non-managed Assets ($) | $11,264,000 | 337 |
| Memoranda | ||
| Gross Fiduciary activities income | $872,000 | 290 |
| 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 | $576,000 | 286 |
| Number of Managed Accounts | $523,000 | 244 |
| Number of Non-Managed Accounts | $53,000 | 270 |
| Total fiduciary and related assets | $331,571,000 | 298 |
| Managed Assets ($) | $320,438,000 | 253 |
| Non-managed Assets ($) | $11,133,000 | 338 |
| Memoranda | ||
| Gross Fiduciary activities income | $439,000 | 292 |
| 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 | $563,000 | 335 |
| Number of Managed Accounts | $509,000 | 272 |
| Number of Non-Managed Accounts | $54,000 | 493 |
| Total fiduciary and related assets | $319,109,000 | 308 |
| Managed Assets ($) | $310,686,000 | 253 |
| Non-managed Assets ($) | $8,423,000 | 655 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,641,000 | 301 |
| 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 | $546,000 | 290 |
| Number of Managed Accounts | $493,000 | 246 |
| Number of Non-Managed Accounts | $53,000 | 261 |
| Total fiduciary and related assets | $294,056,000 | 310 |
| Managed Assets ($) | $284,687,000 | 262 |
| Non-managed Assets ($) | $9,369,000 | 341 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,208,000 | 297 |
| 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 | $566,000 | 283 |
| Number of Managed Accounts | $514,000 | 242 |
| Number of Non-Managed Accounts | $52,000 | 265 |
| Total fiduciary and related assets | $283,063,000 | 309 |
| Managed Assets ($) | $274,556,000 | 258 |
| Non-managed Assets ($) | $8,507,000 | 346 |
| Memoranda | ||
| Gross Fiduciary activities income | $813,000 | 296 |
| 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 | $561,000 | 288 |
| Number of Managed Accounts | $514,000 | 241 |
| Number of Non-Managed Accounts | $47,000 | 275 |
| Total fiduciary and related assets | $294,309,000 | 314 |
| Managed Assets ($) | $284,179,000 | 264 |
| Non-managed Assets ($) | $10,130,000 | 344 |
| Memoranda | ||
| Gross Fiduciary activities income | $397,000 | 303 |
| 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 | $559,000 | 348 |
| Number of Managed Accounts | $518,000 | 268 |
| Number of Non-Managed Accounts | $41,000 | 578 |
| Total fiduciary and related assets | $268,581,000 | 330 |
| Managed Assets ($) | $261,562,000 | 275 |
| Non-managed Assets ($) | $7,019,000 | 688 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,385,000 | 316 |
| 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 | $561,000 | 288 |
| Number of Managed Accounts | $519,000 | 244 |
| Number of Non-Managed Accounts | $42,000 | 269 |
| Total fiduciary and related assets | $245,847,000 | 324 |
| Managed Assets ($) | $238,676,000 | 273 |
| Non-managed Assets ($) | $7,171,000 | 340 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,010,000 | 320 |
| 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 | $564,000 | 290 |
| Number of Managed Accounts | $522,000 | 248 |
| Number of Non-Managed Accounts | $42,000 | 278 |
| Total fiduciary and related assets | $225,018,000 | 331 |
| Managed Assets ($) | $218,566,000 | 282 |
| Non-managed Assets ($) | $6,452,000 | 346 |
| Memoranda | ||
| Gross Fiduciary activities income | $651,000 | 333 |
| 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 | $557,000 | 292 |
| Number of Managed Accounts | $518,000 | 247 |
| Number of Non-Managed Accounts | $39,000 | 278 |
| Total fiduciary and related assets | $204,419,000 | 339 |
| Managed Assets ($) | $199,064,000 | 291 |
| Non-managed Assets ($) | $5,355,000 | 346 |
| Memoranda | ||
| Gross Fiduciary activities income | $325,000 | 323 |
| 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 | $548,000 | 358 |
| Number of Managed Accounts | $509,000 | 280 |
| Number of Non-Managed Accounts | $39,000 | 596 |
| Total fiduciary and related assets | $210,040,000 | 376 |
| Managed Assets ($) | $204,689,000 | 306 |
| Non-managed Assets ($) | $5,351,000 | 714 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,413,000 | 331 |
| 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 | $550,000 | 299 |
| Number of Managed Accounts | $514,000 | 251 |
| Number of Non-Managed Accounts | $36,000 | 306 |
| Total fiduciary and related assets | $235,686,000 | 353 |
| Managed Assets ($) | $230,110,000 | 297 |
| Non-managed Assets ($) | $5,576,000 | 369 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,042,000 | 340 |
| 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 | $543,000 | 308 |
| Number of Managed Accounts | $505,000 | 257 |
| Number of Non-Managed Accounts | $38,000 | 303 |
| Total fiduciary and related assets | $236,761,000 | 361 |
| Managed Assets ($) | $229,783,000 | 309 |
| Non-managed Assets ($) | $6,978,000 | 370 |
| Memoranda | ||
| Gross Fiduciary activities income | $697,000 | 346 |
| 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 | $530,000 | 312 |
| Number of Managed Accounts | $493,000 | 260 |
| Number of Non-Managed Accounts | $37,000 | 307 |
| Total fiduciary and related assets | $239,279,000 | 375 |
| Managed Assets ($) | $232,583,000 | 318 |
| Non-managed Assets ($) | $6,696,000 | 375 |
| Memoranda | ||
| Gross Fiduciary activities income | $349,000 | 345 |
| 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 | $532,000 | 366 |
| Number of Managed Accounts | $494,000 | 283 |
| Number of Non-Managed Accounts | $38,000 | 615 |
| Total fiduciary and related assets | $249,315,000 | 378 |
| Managed Assets ($) | $240,326,000 | 318 |
| Non-managed Assets ($) | $8,989,000 | 672 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,434,000 | 337 |
| 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 | $523,000 | 300 |
| Number of Managed Accounts | $483,000 | 256 |
| Number of Non-Managed Accounts | $40,000 | 286 |
| Total fiduciary and related assets | $249,621,000 | 354 |
| Managed Assets ($) | $240,337,000 | 304 |
| Non-managed Assets ($) | $9,284,000 | 351 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,015,000 | 346 |
| 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 | $513,000 | 307 |
| Number of Managed Accounts | $472,000 | 258 |
| Number of Non-Managed Accounts | $41,000 | 296 |
| Total fiduciary and related assets | $244,251,000 | 367 |
| Managed Assets ($) | $234,883,000 | 317 |
| Non-managed Assets ($) | $9,368,000 | 361 |
| Memoranda | ||
| Gross Fiduciary activities income | $682,000 | 346 |
| 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 | $506,000 | 308 |
| Number of Managed Accounts | $465,000 | 261 |
| Number of Non-Managed Accounts | $41,000 | 299 |
| Total fiduciary and related assets | $238,750,000 | 372 |
| Managed Assets ($) | $212,842,000 | 332 |
| Non-managed Assets ($) | $25,908,000 | 321 |
| Memoranda | ||
| Gross Fiduciary activities income | $339,000 | 351 |
| 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 | $461,000 | 294 |
| Number of Non-Managed Accounts | $41,000 | 607 |
| Total fiduciary and related assets | $235,825,000 | 385 |
| Managed Assets ($) | $209,860,000 | 346 |
| Non-managed Assets ($) | $25,965,000 | 474 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,258,000 | 345 |
| 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 | $499,000 | 310 |
| Number of Managed Accounts | $458,000 | 266 |
| Number of Non-Managed Accounts | $41,000 | 293 |
| Total fiduciary and related assets | $223,394,000 | 360 |
| Managed Assets ($) | $202,267,000 | 320 |
| Non-managed Assets ($) | $21,127,000 | 318 |
| Memoranda | ||
| Gross Fiduciary activities income | $921,000 | 355 |
| 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 | $497,000 | 318 |
| Number of Managed Accounts | $459,000 | 274 |
| Number of Non-Managed Accounts | $38,000 | 307 |
| Total fiduciary and related assets | $213,698,000 | 367 |
| Managed Assets ($) | $197,322,000 | 325 |
| Non-managed Assets ($) | $16,376,000 | 339 |
| Memoranda | ||
| Gross Fiduciary activities income | $608,000 | 361 |
| 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 | $478,000 | 325 |
| Number of Managed Accounts | $444,000 | 277 |
| Number of Non-Managed Accounts | $34,000 | 316 |
| Total fiduciary and related assets | $219,118,000 | 371 |
| Managed Assets ($) | $202,098,000 | 323 |
| Non-managed Assets ($) | $17,020,000 | 340 |
| Memoranda | ||
| Gross Fiduciary activities income | $329,000 | 347 |
| 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 | $483,000 | 387 |
| Number of Managed Accounts | $458,000 | 308 |
| Number of Non-Managed Accounts | $25,000 | 767 |
| Total fiduciary and related assets | $217,040,000 | 403 |
| Managed Assets ($) | $200,382,000 | 343 |
| Non-managed Assets ($) | $16,658,000 | 544 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,248,000 | 356 |
| 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 | $478,000 | 316 |
| Number of Managed Accounts | $453,000 | 272 |
| Number of Non-Managed Accounts | $25,000 | 330 |
| Total fiduciary and related assets | $210,831,000 | 360 |
| Managed Assets ($) | $194,625,000 | 316 |
| Non-managed Assets ($) | $16,206,000 | 335 |
| Memoranda | ||
| Gross Fiduciary activities income | $916,000 | 352 |
| 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 | $487,000 | 320 |
| Number of Managed Accounts | $459,000 | 274 |
| Number of Non-Managed Accounts | $28,000 | 339 |
| Total fiduciary and related assets | $199,795,000 | 375 |
| Managed Assets ($) | $196,618,000 | 322 |
| Non-managed Assets ($) | $3,177,000 | 394 |
| Memoranda | ||
| Gross Fiduciary activities income | $603,000 | 354 |
| 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 | $480,000 | 325 |
| Number of Managed Accounts | $453,000 | 277 |
| Number of Non-Managed Accounts | $27,000 | 339 |
| Total fiduciary and related assets | $204,399,000 | 375 |
| Managed Assets ($) | $188,710,000 | 327 |
| Non-managed Assets ($) | $15,689,000 | 348 |
| Memoranda | ||
| Gross Fiduciary activities income | $306,000 | 355 |
| 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 | $482,000 | 398 |
| Number of Managed Accounts | $434,000 | 317 |
| Number of Non-Managed Accounts | $48,000 | 603 |
| Total fiduciary and related assets | $208,125,000 | 406 |
| Managed Assets ($) | $173,020,000 | 358 |
| Non-managed Assets ($) | $35,105,000 | 401 |
| Memoranda | ||
| Gross Fiduciary activities income | $987,000 | 383 |
| 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 | $722,000 | 388 |
| 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 | $469,000 | 394 |
| 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 | $229,000 | 399 |
| 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 | $451,000 | 433 |
| Number of Managed Accounts | $403,000 | 340 |
| Number of Non-Managed Accounts | $48,000 | 623 |
| Total fiduciary and related assets | $175,996,000 | 432 |
| Managed Assets ($) | $151,782,000 | 384 |
| Non-managed Assets ($) | $24,214,000 | 473 |
| Memoranda | ||
| Gross Fiduciary activities income | $886,000 | 405 |
| 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 | $638,000 | 417 |
| 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 | $411,000 | 433 |
| 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 | $232,000 | 417 |
| 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 | $419,000 | 465 |
| Number of Managed Accounts | $372,000 | 378 |
| Number of Non-Managed Accounts | $47,000 | 645 |
| Total fiduciary and related assets | $153,037,000 | 459 |
| Managed Assets ($) | $133,771,000 | 413 |
| Non-managed Assets ($) | $19,266,000 | 514 |
| Memoranda | ||
| Gross Fiduciary activities income | $872,000 | 432 |
| 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 | $391,000 | 460 |
| Number of Managed Accounts | $343,000 | 379 |
| Number of Non-Managed Accounts | $48,000 | 600 |
| Total fiduciary and related assets | $170,600,000 | 423 |
| Managed Assets ($) | $149,933,000 | 374 |
| Non-managed Assets ($) | $20,667,000 | 492 |
| Memoranda | ||
| Gross Fiduciary activities income | $879,000 | 446 |
| 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 | $797,000 | 472 |
| 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 | $875,000 | 491 |
| 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 | $802,000 | 511 |
| 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 | $717,000 | 556 |
| 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 | $630,000 | 641 |
| 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 | $585,000 | 695 |
| 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 | $502,000 | 730 |
| 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 | $473,000 | 783 |
| 1992-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |