Home > First American Bank > Fiduciary and Related Services
First American Bank, Fiduciary and Related Services
| 2025-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 5 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 380 |
| Number of Managed Accounts | $0 | 371 |
| Number of Non-Managed Accounts | $0 | 363 |
| Total fiduciary and related assets | $0 | 380 |
| Managed Assets ($) | $0 | 371 |
| Non-managed Assets ($) | $0 | 363 |
| Memoranda | ||
| Gross Fiduciary activities income | $939,000 | 354 |
| 2024-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 6 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $923,000 | 263 |
| Number of Managed Accounts | $825,000 | 240 |
| Number of Non-Managed Accounts | $98,000 | 256 |
| Total fiduciary and related assets | $939,003,000 | 270 |
| Managed Assets ($) | $857,866,000 | 249 |
| Non-managed Assets ($) | $81,137,000 | 309 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,860,000 | 334 |
| 2024-09-30 | 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 | $0 | 380 |
| Number of Managed Accounts | $0 | 371 |
| Number of Non-Managed Accounts | $0 | 366 |
| Total fiduciary and related assets | $0 | 379 |
| Managed Assets ($) | $0 | 371 |
| Non-managed Assets ($) | $0 | 366 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,850,000 | 341 |
| 2024-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 2 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $956,000 | 254 |
| Number of Managed Accounts | $856,000 | 230 |
| Number of Non-Managed Accounts | $100,000 | 214 |
| Total fiduciary and related assets | $955,058,000 | 261 |
| Managed Assets ($) | $874,227,000 | 243 |
| Non-managed Assets ($) | $80,831,000 | 293 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,928,000 | 337 |
| 2024-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 7 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 384 |
| Number of Managed Accounts | $0 | 376 |
| Number of Non-Managed Accounts | $0 | 371 |
| Total fiduciary and related assets | $0 | 384 |
| Managed Assets ($) | $0 | 376 |
| Non-managed Assets ($) | $0 | 371 |
| Memoranda | ||
| Gross Fiduciary activities income | $935,000 | 317 |
| 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 | $977,000 | 251 |
| Number of Managed Accounts | $877,000 | 229 |
| Number of Non-Managed Accounts | $100,000 | 259 |
| Total fiduciary and related assets | $967,985,000 | 257 |
| Managed Assets ($) | $898,358,000 | 223 |
| Non-managed Assets ($) | $69,627,000 | 322 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,929,000 | 294 |
| 2023-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 5 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 375 |
| Number of Managed Accounts | $0 | 366 |
| Number of Non-Managed Accounts | $0 | 365 |
| Total fiduciary and related assets | $0 | 376 |
| Managed Assets ($) | $0 | 366 |
| Non-managed Assets ($) | $0 | 363 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,855,000 | 297 |
| 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 | $1,073,000 | 229 |
| Number of Managed Accounts | $972,000 | 203 |
| Number of Non-Managed Accounts | $101,000 | 217 |
| Total fiduciary and related assets | $932,298,000 | 252 |
| Managed Assets ($) | $877,973,000 | 215 |
| Non-managed Assets ($) | $54,325,000 | 307 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,916,000 | 290 |
| 2023-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 384 |
| Number of Managed Accounts | $0 | 375 |
| Number of Non-Managed Accounts | $0 | 373 |
| Total fiduciary and related assets | $0 | 384 |
| Managed Assets ($) | $0 | 375 |
| Non-managed Assets ($) | $0 | 373 |
| Memoranda | ||
| Gross Fiduciary activities income | $998,000 | 299 |
| 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 | $1,074,000 | 236 |
| Number of Managed Accounts | $970,000 | 210 |
| Number of Non-Managed Accounts | $104,000 | 252 |
| Total fiduciary and related assets | $887,990,000 | 263 |
| Managed Assets ($) | $833,900,000 | 228 |
| Non-managed Assets ($) | $54,090,000 | 347 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,780,000 | 306 |
| 2022-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 399 |
| Number of Managed Accounts | $0 | 389 |
| Number of Non-Managed Accounts | $0 | 385 |
| Total fiduciary and related assets | $0 | 399 |
| Managed Assets ($) | $0 | 389 |
| Non-managed Assets ($) | $0 | 385 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,837,000 | 305 |
| 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 | $1,090,000 | 209 |
| Number of Managed Accounts | $989,000 | 187 |
| Number of Non-Managed Accounts | $101,000 | 195 |
| Total fiduciary and related assets | $880,614,000 | 221 |
| Managed Assets ($) | $823,455,000 | 193 |
| Non-managed Assets ($) | $57,159,000 | 279 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,871,000 | 272 |
| 2022-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 359 |
| Number of Managed Accounts | $0 | 350 |
| Number of Non-Managed Accounts | $0 | 347 |
| Total fiduciary and related assets | $0 | 358 |
| Managed Assets ($) | $0 | 350 |
| Non-managed Assets ($) | $0 | 346 |
| Memoranda | ||
| Gross Fiduciary activities income | $939,000 | 277 |
| 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 | $1,093,000 | 214 |
| Number of Managed Accounts | $989,000 | 189 |
| Number of Non-Managed Accounts | $104,000 | 236 |
| Total fiduciary and related assets | $949,685,000 | 228 |
| Managed Assets ($) | $883,415,000 | 199 |
| Non-managed Assets ($) | $66,270,000 | 309 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,878,000 | 265 |
| 2021-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 343 |
| Number of Managed Accounts | $0 | 335 |
| Number of Non-Managed Accounts | $0 | 330 |
| Total fiduciary and related assets | $0 | 343 |
| Managed Assets ($) | $0 | 335 |
| Non-managed Assets ($) | $0 | 330 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,914,000 | 263 |
| 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 | $1,108,000 | 206 |
| Number of Managed Accounts | $999,000 | 189 |
| Number of Non-Managed Accounts | $109,000 | 182 |
| Total fiduciary and related assets | $949,990,000 | 225 |
| Managed Assets ($) | $885,969,000 | 193 |
| Non-managed Assets ($) | $64,021,000 | 279 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,900,000 | 266 |
| 2021-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 345 |
| Number of Managed Accounts | $0 | 337 |
| Number of Non-Managed Accounts | $0 | 333 |
| Total fiduciary and related assets | $0 | 345 |
| Managed Assets ($) | $0 | 337 |
| Non-managed Assets ($) | $0 | 332 |
| Memoranda | ||
| Gross Fiduciary activities income | $963,000 | 264 |
| 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 | $1,071,000 | 216 |
| Number of Managed Accounts | $977,000 | 193 |
| Number of Non-Managed Accounts | $94,000 | 261 |
| Total fiduciary and related assets | $878,081,000 | 227 |
| Managed Assets ($) | $819,023,000 | 196 |
| Non-managed Assets ($) | $59,058,000 | 314 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,857,000 | 250 |
| 2020-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 346 |
| Number of Managed Accounts | $0 | 338 |
| Number of Non-Managed Accounts | $0 | 335 |
| Total fiduciary and related assets | $0 | 346 |
| Managed Assets ($) | $0 | 338 |
| Non-managed Assets ($) | $0 | 335 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,892,000 | 246 |
| 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 | $1,199,000 | 193 |
| Number of Managed Accounts | $1,099,000 | 170 |
| Number of Non-Managed Accounts | $100,000 | 197 |
| Total fiduciary and related assets | $928,058,000 | 208 |
| Managed Assets ($) | $871,795,000 | 178 |
| Non-managed Assets ($) | $56,263,000 | 277 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,893,000 | 248 |
| 2020-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 351 |
| Number of Managed Accounts | $0 | 342 |
| Number of Non-Managed Accounts | $0 | 338 |
| Total fiduciary and related assets | $0 | 351 |
| Managed Assets ($) | $0 | 342 |
| Non-managed Assets ($) | $0 | 338 |
| Memoranda | ||
| Gross Fiduciary activities income | $953,000 | 253 |
| 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 | $1,155,000 | 203 |
| Number of Managed Accounts | $1,052,000 | 178 |
| Number of Non-Managed Accounts | $103,000 | 259 |
| Total fiduciary and related assets | $929,115,000 | 213 |
| Managed Assets ($) | $870,507,000 | 182 |
| Non-managed Assets ($) | $58,608,000 | 307 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,525,000 | 260 |
| 2019-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 357 |
| Number of Managed Accounts | $0 | 349 |
| Number of Non-Managed Accounts | $0 | 341 |
| Total fiduciary and related assets | $0 | 357 |
| Managed Assets ($) | $0 | 349 |
| Non-managed Assets ($) | $0 | 341 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,604,000 | 263 |
| 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 | $1,146,000 | 194 |
| Number of Managed Accounts | $1,029,000 | 181 |
| Number of Non-Managed Accounts | $117,000 | 183 |
| Total fiduciary and related assets | $829,916,000 | 218 |
| Managed Assets ($) | $786,258,000 | 188 |
| Non-managed Assets ($) | $43,658,000 | 285 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,726,000 | 264 |
| 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 | $1,110,000 | 200 |
| Number of Managed Accounts | $994,000 | 186 |
| Number of Non-Managed Accounts | $116,000 | 189 |
| Total fiduciary and related assets | $843,486,000 | 214 |
| Managed Assets ($) | $799,614,000 | 179 |
| Non-managed Assets ($) | $43,872,000 | 290 |
| Memoranda | ||
| Gross Fiduciary activities income | $825,000 | 265 |
| 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 | $1,075,000 | 209 |
| Number of Managed Accounts | $960,000 | 188 |
| Number of Non-Managed Accounts | $115,000 | 246 |
| Total fiduciary and related assets | $845,731,000 | 206 |
| Managed Assets ($) | $803,343,000 | 173 |
| Non-managed Assets ($) | $42,388,000 | 351 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,456,000 | 260 |
| 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 | $1,061,000 | 206 |
| Number of Managed Accounts | $945,000 | 190 |
| Number of Non-Managed Accounts | $116,000 | 187 |
| Total fiduciary and related assets | $810,431,000 | 224 |
| Managed Assets ($) | $770,095,000 | 187 |
| Non-managed Assets ($) | $40,336,000 | 297 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,591,000 | 261 |
| 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 | $1,033,000 | 212 |
| Number of Managed Accounts | $933,000 | 194 |
| Number of Non-Managed Accounts | $100,000 | 199 |
| Total fiduciary and related assets | $755,891,000 | 228 |
| Managed Assets ($) | $732,793,000 | 190 |
| Non-managed Assets ($) | $23,098,000 | 318 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,727,000 | 261 |
| 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 | $966,000 | 227 |
| Number of Managed Accounts | $876,000 | 200 |
| Number of Non-Managed Accounts | $90,000 | 207 |
| Total fiduciary and related assets | $754,072,000 | 223 |
| Managed Assets ($) | $723,309,000 | 188 |
| Non-managed Assets ($) | $30,763,000 | 306 |
| Memoranda | ||
| Gross Fiduciary activities income | $909,000 | 257 |
| 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 | $975,000 | 234 |
| Number of Managed Accounts | $874,000 | 204 |
| Number of Non-Managed Accounts | $101,000 | 266 |
| Total fiduciary and related assets | $768,744,000 | 222 |
| Managed Assets ($) | $729,688,000 | 188 |
| Non-managed Assets ($) | $39,056,000 | 364 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,243,000 | 265 |
| 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 | $975,000 | 222 |
| Number of Managed Accounts | $871,000 | 201 |
| Number of Non-Managed Accounts | $104,000 | 198 |
| Total fiduciary and related assets | $763,328,000 | 222 |
| Managed Assets ($) | $727,789,000 | 183 |
| Non-managed Assets ($) | $35,539,000 | 300 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,456,000 | 263 |
| 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 | $919,000 | 230 |
| Number of Managed Accounts | $822,000 | 209 |
| Number of Non-Managed Accounts | $97,000 | 200 |
| Total fiduciary and related assets | $741,230,000 | 221 |
| Managed Assets ($) | $638,219,000 | 199 |
| Non-managed Assets ($) | $103,011,000 | 231 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,602,000 | 265 |
| 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 | $877,000 | 237 |
| Number of Managed Accounts | $784,000 | 212 |
| Number of Non-Managed Accounts | $93,000 | 201 |
| Total fiduciary and related assets | $723,854,000 | 222 |
| Managed Assets ($) | $614,800,000 | 202 |
| Non-managed Assets ($) | $109,054,000 | 224 |
| Memoranda | ||
| Gross Fiduciary activities income | $773,000 | 273 |
| 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 | $798,000 | 257 |
| Number of Managed Accounts | $704,000 | 225 |
| Number of Non-Managed Accounts | $94,000 | 284 |
| Total fiduciary and related assets | $707,505,000 | 222 |
| Managed Assets ($) | $614,972,000 | 200 |
| Non-managed Assets ($) | $92,533,000 | 253 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,668,000 | 284 |
| 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 | $758,000 | 252 |
| Number of Managed Accounts | $668,000 | 234 |
| Number of Non-Managed Accounts | $90,000 | 208 |
| Total fiduciary and related assets | $683,153,000 | 226 |
| Managed Assets ($) | $598,019,000 | 205 |
| Non-managed Assets ($) | $85,134,000 | 238 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,964,000 | 288 |
| 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 | $699,000 | 267 |
| Number of Managed Accounts | $551,000 | 258 |
| Number of Non-Managed Accounts | $148,000 | 173 |
| Total fiduciary and related assets | $648,676,000 | 237 |
| Managed Assets ($) | $256,192,000 | 321 |
| Non-managed Assets ($) | $392,484,000 | 131 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,305,000 | 285 |
| 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 | $670,000 | 272 |
| Number of Managed Accounts | $526,000 | 265 |
| Number of Non-Managed Accounts | $144,000 | 176 |
| Total fiduciary and related assets | $629,375,000 | 239 |
| Managed Assets ($) | $245,622,000 | 322 |
| Non-managed Assets ($) | $383,753,000 | 131 |
| Memoranda | ||
| Gross Fiduciary activities income | $661,000 | 284 |
| 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 | $644,000 | 299 |
| Number of Managed Accounts | $480,000 | 286 |
| Number of Non-Managed Accounts | $164,000 | 217 |
| Total fiduciary and related assets | $591,035,000 | 247 |
| Managed Assets ($) | $221,005,000 | 348 |
| Non-managed Assets ($) | $370,030,000 | 129 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,586,000 | 290 |
| 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 | $596,000 | 282 |
| Number of Managed Accounts | $429,000 | 285 |
| Number of Non-Managed Accounts | $167,000 | 165 |
| Total fiduciary and related assets | $589,122,000 | 244 |
| Managed Assets ($) | $221,772,000 | 338 |
| Non-managed Assets ($) | $367,350,000 | 132 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,973,000 | 293 |
| 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 | $618,000 | 284 |
| Number of Managed Accounts | $453,000 | 281 |
| Number of Non-Managed Accounts | $165,000 | 163 |
| Total fiduciary and related assets | $639,706,000 | 240 |
| Managed Assets ($) | $245,088,000 | 328 |
| Non-managed Assets ($) | $394,618,000 | 134 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,234,000 | 301 |
| 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 | $590,000 | 289 |
| Number of Managed Accounts | $425,000 | 287 |
| Number of Non-Managed Accounts | $165,000 | 166 |
| Total fiduciary and related assets | $641,012,000 | 245 |
| Managed Assets ($) | $237,234,000 | 334 |
| Non-managed Assets ($) | $403,778,000 | 135 |
| Memoranda | ||
| Gross Fiduciary activities income | $606,000 | 304 |
| 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 | $588,000 | 313 |
| Number of Managed Accounts | $418,000 | 309 |
| Number of Non-Managed Accounts | $170,000 | 215 |
| Total fiduciary and related assets | $659,311,000 | 234 |
| Managed Assets ($) | $226,138,000 | 347 |
| Non-managed Assets ($) | $433,173,000 | 128 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,175,000 | 323 |
| 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 | $568,000 | 298 |
| Number of Managed Accounts | $401,000 | 295 |
| Number of Non-Managed Accounts | $167,000 | 159 |
| Total fiduciary and related assets | $642,779,000 | 242 |
| Managed Assets ($) | $237,810,000 | 333 |
| Non-managed Assets ($) | $404,969,000 | 126 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,590,000 | 323 |
| 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 | $538,000 | 305 |
| Number of Managed Accounts | $367,000 | 306 |
| Number of Non-Managed Accounts | $171,000 | 155 |
| Total fiduciary and related assets | $629,711,000 | 244 |
| Managed Assets ($) | $227,813,000 | 337 |
| Non-managed Assets ($) | $401,898,000 | 128 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,015,000 | 332 |
| 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 | $543,000 | 305 |
| Number of Managed Accounts | $369,000 | 308 |
| Number of Non-Managed Accounts | $174,000 | 159 |
| Total fiduciary and related assets | $616,183,000 | 240 |
| Managed Assets ($) | $222,784,000 | 344 |
| Non-managed Assets ($) | $393,399,000 | 125 |
| Memoranda | ||
| Gross Fiduciary activities income | $493,000 | 336 |
| 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 | $539,000 | 342 |
| Number of Managed Accounts | $364,000 | 342 |
| Number of Non-Managed Accounts | $175,000 | 217 |
| Total fiduciary and related assets | $600,265,000 | 244 |
| Managed Assets ($) | $217,272,000 | 348 |
| Non-managed Assets ($) | $382,993,000 | 127 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,852,000 | 335 |
| 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 | $565,000 | 294 |
| Number of Managed Accounts | $382,000 | 291 |
| Number of Non-Managed Accounts | $183,000 | 160 |
| Total fiduciary and related assets | $567,989,000 | 247 |
| Managed Assets ($) | $217,727,000 | 322 |
| Non-managed Assets ($) | $350,262,000 | 131 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,377,000 | 337 |
| 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 | $528,000 | 299 |
| Number of Managed Accounts | $341,000 | 305 |
| Number of Non-Managed Accounts | $187,000 | 160 |
| Total fiduciary and related assets | $585,332,000 | 240 |
| Managed Assets ($) | $198,119,000 | 330 |
| Non-managed Assets ($) | $387,213,000 | 123 |
| Memoranda | ||
| Gross Fiduciary activities income | $916,000 | 339 |
| 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 | $511,000 | 306 |
| Number of Managed Accounts | $321,000 | 312 |
| Number of Non-Managed Accounts | $190,000 | 163 |
| Total fiduciary and related assets | $595,519,000 | 234 |
| Managed Assets ($) | $199,322,000 | 328 |
| Non-managed Assets ($) | $396,197,000 | 125 |
| Memoranda | ||
| Gross Fiduciary activities income | $453,000 | 337 |
| 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 | $490,000 | 356 |
| Number of Managed Accounts | $297,000 | 391 |
| Number of Non-Managed Accounts | $193,000 | 216 |
| Total fiduciary and related assets | $593,554,000 | 231 |
| Managed Assets ($) | $195,942,000 | 341 |
| Non-managed Assets ($) | $397,612,000 | 124 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,720,000 | 335 |
| 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 | $470,000 | 308 |
| Number of Managed Accounts | $276,000 | 322 |
| Number of Non-Managed Accounts | $194,000 | 154 |
| Total fiduciary and related assets | $597,777,000 | 228 |
| Managed Assets ($) | $196,229,000 | 317 |
| Non-managed Assets ($) | $401,548,000 | 120 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,277,000 | 336 |
| 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 | $450,000 | 313 |
| Number of Managed Accounts | $258,000 | 319 |
| Number of Non-Managed Accounts | $192,000 | 157 |
| Total fiduciary and related assets | $591,043,000 | 220 |
| Managed Assets ($) | $247,786,000 | 293 |
| Non-managed Assets ($) | $343,257,000 | 131 |
| Memoranda | ||
| Gross Fiduciary activities income | $867,000 | 335 |
| 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 | $438,000 | 313 |
| Number of Managed Accounts | $256,000 | 317 |
| Number of Non-Managed Accounts | $182,000 | 157 |
| Total fiduciary and related assets | $567,011,000 | 228 |
| Managed Assets ($) | $239,522,000 | 297 |
| Non-managed Assets ($) | $327,489,000 | 127 |
| Memoranda | ||
| Gross Fiduciary activities income | $442,000 | 329 |
| 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 | $433,000 | 398 |
| Number of Managed Accounts | $245,000 | 426 |
| Number of Non-Managed Accounts | $188,000 | 218 |
| Total fiduciary and related assets | $599,372,000 | 205 |
| Managed Assets ($) | $231,367,000 | 303 |
| Non-managed Assets ($) | $368,005,000 | 120 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,543,000 | 314 |
| 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 | $432,000 | 317 |
| Number of Managed Accounts | $245,000 | 318 |
| Number of Non-Managed Accounts | $187,000 | 160 |
| Total fiduciary and related assets | $446,336,000 | 245 |
| Managed Assets ($) | $221,321,000 | 293 |
| Non-managed Assets ($) | $225,015,000 | 146 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,162,000 | 314 |
| 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 | $423,000 | 323 |
| Number of Managed Accounts | $237,000 | 322 |
| Number of Non-Managed Accounts | $186,000 | 165 |
| Total fiduciary and related assets | $428,836,000 | 265 |
| Managed Assets ($) | $224,830,000 | 302 |
| Non-managed Assets ($) | $204,006,000 | 157 |
| Memoranda | ||
| Gross Fiduciary activities income | $803,000 | 311 |
| 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 | $424,000 | 326 |
| Number of Managed Accounts | $227,000 | 332 |
| Number of Non-Managed Accounts | $197,000 | 161 |
| Total fiduciary and related assets | $407,938,000 | 271 |
| Managed Assets ($) | $228,827,000 | 307 |
| Non-managed Assets ($) | $179,111,000 | 173 |
| Memoranda | ||
| Gross Fiduciary activities income | $441,000 | 291 |
| 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 | $419,000 | 420 |
| Number of Managed Accounts | $220,000 | 465 |
| Number of Non-Managed Accounts | $199,000 | 220 |
| Total fiduciary and related assets | $416,652,000 | 264 |
| Managed Assets ($) | $218,181,000 | 318 |
| Non-managed Assets ($) | $198,471,000 | 167 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,471,000 | 318 |
| 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 | $386,000 | 321 |
| Number of Managed Accounts | $188,000 | 326 |
| Number of Non-Managed Accounts | $198,000 | 160 |
| Total fiduciary and related assets | $369,478,000 | 269 |
| Managed Assets ($) | $196,985,000 | 300 |
| Non-managed Assets ($) | $172,493,000 | 176 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,087,000 | 322 |
| 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 | $398,000 | 319 |
| Number of Managed Accounts | $190,000 | 327 |
| Number of Non-Managed Accounts | $208,000 | 154 |
| Total fiduciary and related assets | $384,282,000 | 257 |
| Managed Assets ($) | $199,781,000 | 293 |
| Non-managed Assets ($) | $184,501,000 | 165 |
| Memoranda | ||
| Gross Fiduciary activities income | $740,000 | 322 |
| 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 | $368,000 | 328 |
| Number of Managed Accounts | $242,000 | 316 |
| Number of Non-Managed Accounts | $126,000 | 195 |
| Total fiduciary and related assets | $355,610,000 | 273 |
| Managed Assets ($) | $287,633,000 | 263 |
| Non-managed Assets ($) | $67,977,000 | 247 |
| Memoranda | ||
| Gross Fiduciary activities income | $395,000 | 304 |
| 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 | $356,000 | 462 |
| Number of Managed Accounts | $230,000 | 463 |
| Number of Non-Managed Accounts | $126,000 | 295 |
| Total fiduciary and related assets | $376,116,000 | 267 |
| Managed Assets ($) | $310,044,000 | 247 |
| Non-managed Assets ($) | $66,072,000 | 282 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,401,000 | 314 |
| 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 | $356,000 | 323 |
| Number of Managed Accounts | $233,000 | 307 |
| Number of Non-Managed Accounts | $123,000 | 194 |
| Total fiduciary and related assets | $343,253,000 | 277 |
| Managed Assets ($) | $279,992,000 | 259 |
| Non-managed Assets ($) | $63,261,000 | 234 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,053,000 | 311 |
| 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 | $364,000 | 330 |
| Number of Managed Accounts | $237,000 | 312 |
| Number of Non-Managed Accounts | $127,000 | 201 |
| Total fiduciary and related assets | $312,369,000 | 287 |
| Managed Assets ($) | $252,220,000 | 265 |
| Non-managed Assets ($) | $60,149,000 | 232 |
| Memoranda | ||
| Gross Fiduciary activities income | $717,000 | 311 |
| 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 | $373,000 | 326 |
| Number of Managed Accounts | $244,000 | 312 |
| Number of Non-Managed Accounts | $129,000 | 196 |
| Total fiduciary and related assets | $349,210,000 | 273 |
| Managed Assets ($) | $294,589,000 | 239 |
| Non-managed Assets ($) | $54,621,000 | 234 |
| Memoranda | ||
| Gross Fiduciary activities income | $378,000 | 297 |
| 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 | $424,000 | 424 |
| Number of Managed Accounts | $253,000 | 443 |
| Number of Non-Managed Accounts | $171,000 | 249 |
| Total fiduciary and related assets | $335,725,000 | 284 |
| Managed Assets ($) | $265,474,000 | 260 |
| Non-managed Assets ($) | $70,251,000 | 258 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,530,000 | 312 |
| 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 | $380,000 | 341 |
| Number of Managed Accounts | $247,000 | 330 |
| Number of Non-Managed Accounts | $133,000 | 202 |
| Total fiduciary and related assets | $333,686,000 | 293 |
| Managed Assets ($) | $277,504,000 | 261 |
| Non-managed Assets ($) | $56,182,000 | 264 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,121,000 | 321 |
| 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 | $342,000 | 358 |
| Number of Managed Accounts | $210,000 | 348 |
| Number of Non-Managed Accounts | $132,000 | 206 |
| Total fiduciary and related assets | $299,060,000 | 321 |
| Managed Assets ($) | $241,435,000 | 297 |
| Non-managed Assets ($) | $57,625,000 | 271 |
| Memoranda | ||
| Gross Fiduciary activities income | $726,000 | 336 |
| 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 | $349,000 | 357 |
| Number of Managed Accounts | $216,000 | 349 |
| Number of Non-Managed Accounts | $133,000 | 202 |
| Total fiduciary and related assets | $299,441,000 | 330 |
| Managed Assets ($) | $242,612,000 | 303 |
| Non-managed Assets ($) | $56,829,000 | 272 |
| Memoranda | ||
| Gross Fiduciary activities income | $366,000 | 335 |
| 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 | $396,000 | 451 |
| Number of Managed Accounts | $200,000 | 526 |
| Number of Non-Managed Accounts | $196,000 | 241 |
| Total fiduciary and related assets | $262,484,000 | 357 |
| Managed Assets ($) | $193,426,000 | 371 |
| Non-managed Assets ($) | $69,058,000 | 299 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,281,000 | 366 |
| 2007-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 444 |
| Number of Managed Accounts | $0 | 421 |
| Number of Non-Managed Accounts | $0 | 417 |
| Total fiduciary and related assets | $0 | 443 |
| Managed Assets ($) | $0 | 421 |
| Non-managed Assets ($) | $0 | 416 |
| Memoranda | ||
| Gross Fiduciary activities income | $939,000 | 364 |
| 2007-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 450 |
| Number of Managed Accounts | $0 | 427 |
| Number of Non-Managed Accounts | $0 | 422 |
| Total fiduciary and related assets | $0 | 449 |
| Managed Assets ($) | $0 | 427 |
| Non-managed Assets ($) | $0 | 421 |
| Memoranda | ||
| Gross Fiduciary activities income | $608,000 | 376 |
| 2007-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 451 |
| Number of Managed Accounts | $0 | 427 |
| Number of Non-Managed Accounts | $0 | 425 |
| Total fiduciary and related assets | $0 | 450 |
| Managed Assets ($) | $0 | 427 |
| Non-managed Assets ($) | $0 | 424 |
| Memoranda | ||
| Gross Fiduciary activities income | $307,000 | 375 |
| 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 | $359,000 | 458 |
| Number of Managed Accounts | $232,000 | 468 |
| Number of Non-Managed Accounts | $127,000 | 319 |
| Total fiduciary and related assets | $234,847,000 | 387 |
| Managed Assets ($) | $189,697,000 | 367 |
| Non-managed Assets ($) | $45,150,000 | 365 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,111,000 | 370 |
| 2006-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 432 |
| Number of Managed Accounts | $0 | 409 |
| Number of Non-Managed Accounts | $0 | 409 |
| Total fiduciary and related assets | $0 | 431 |
| Managed Assets ($) | $0 | 409 |
| Non-managed Assets ($) | $0 | 408 |
| Memoranda | ||
| Gross Fiduciary activities income | $819,000 | 372 |
| 2006-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 435 |
| Number of Managed Accounts | $0 | 413 |
| Number of Non-Managed Accounts | $0 | 412 |
| Total fiduciary and related assets | $0 | 434 |
| Managed Assets ($) | $0 | 413 |
| Non-managed Assets ($) | $0 | 411 |
| Memoranda | ||
| Gross Fiduciary activities income | $540,000 | 381 |
| 2006-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 458 |
| Number of Managed Accounts | $0 | 437 |
| Number of Non-Managed Accounts | $0 | 423 |
| Total fiduciary and related assets | $0 | 457 |
| Managed Assets ($) | $0 | 437 |
| Non-managed Assets ($) | $0 | 422 |
| Memoranda | ||
| Gross Fiduciary activities income | $277,000 | 373 |
| 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 | $354,000 | 477 |
| Number of Managed Accounts | $192,000 | 549 |
| Number of Non-Managed Accounts | $162,000 | 292 |
| Total fiduciary and related assets | $196,177,000 | 421 |
| Managed Assets ($) | $150,010,000 | 398 |
| Non-managed Assets ($) | $46,167,000 | 353 |
| Memoranda | ||
| Gross Fiduciary activities income | $983,000 | 391 |
| 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 | $708,000 | 397 |
| 2005-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 460 |
| Number of Managed Accounts | $0 | 435 |
| Number of Non-Managed Accounts | $0 | 431 |
| Total fiduciary and related assets | $0 | 458 |
| Managed Assets ($) | $0 | 435 |
| Non-managed Assets ($) | $0 | 429 |
| Memoranda | ||
| Gross Fiduciary activities income | $480,000 | 396 |
| 2005-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 465 |
| Number of Managed Accounts | $0 | 438 |
| Number of Non-Managed Accounts | $0 | 433 |
| Total fiduciary and related assets | $0 | 463 |
| Managed Assets ($) | $0 | 438 |
| Non-managed Assets ($) | $0 | 431 |
| Memoranda | ||
| Gross Fiduciary activities income | $251,000 | 392 |
| 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 | $290,000 | 542 |
| Number of Managed Accounts | $181,000 | 556 |
| Number of Non-Managed Accounts | $109,000 | 389 |
| Total fiduciary and related assets | $163,444,000 | 449 |
| Managed Assets ($) | $134,852,000 | 404 |
| Non-managed Assets ($) | $28,592,000 | 437 |
| Memoranda | ||
| Gross Fiduciary activities income | $818,000 | 422 |
| 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 | $593,000 | 429 |
| 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 | $397,000 | 430 |
| 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 | $193,000 | 441 |
| 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 | $295,000 | 547 |
| Number of Managed Accounts | $188,000 | 554 |
| Number of Non-Managed Accounts | $107,000 | 417 |
| Total fiduciary and related assets | $110,734,000 | 540 |
| Managed Assets ($) | $86,255,000 | 503 |
| Non-managed Assets ($) | $24,479,000 | 470 |
| Memoranda | ||
| Gross Fiduciary activities income | $679,000 | 470 |
| 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 | $483,000 | 487 |
| 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 | $307,000 | 506 |
| 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 | $156,000 | 510 |
| 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 | $285,000 | 584 |
| Number of Managed Accounts | $183,000 | 585 |
| Number of Non-Managed Accounts | $102,000 | 426 |
| Total fiduciary and related assets | $87,319,000 | 607 |
| Managed Assets ($) | $66,788,000 | 573 |
| Non-managed Assets ($) | $20,531,000 | 502 |
| Memoranda | ||
| Gross Fiduciary activities income | $630,000 | 497 |
| 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 | $263,000 | 581 |
| Number of Managed Accounts | $167,000 | 586 |
| Number of Non-Managed Accounts | $96,000 | 416 |
| Total fiduciary and related assets | $197,745,000 | 402 |
| Managed Assets ($) | $178,804,000 | 349 |
| Non-managed Assets ($) | $18,941,000 | 519 |
| Memoranda | ||
| Gross Fiduciary activities income | $680,000 | 502 |
| 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 | $554,000 | 568 |
| 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 | $421,000 | 689 |
| 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 | $306,000 | 774 |
| 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 | $245,000 | 853 |
| 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 | $209,000 | 952 |
| 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 | $206,000 | 997 |
| 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 | $183,000 | 1,039 |
| 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 | $182,000 | 1,075 |
| 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 | $150,000 | 1,153 |