Home > First Bank & Trust > Fiduciary and Related Services
First Bank & Trust, 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 | $3,385,000 | 92 |
| Number of Managed Accounts | $2,361,000 | 93 |
| Number of Non-Managed Accounts | $1,024,000 | 68 |
| Total fiduciary and related assets | $3,217,930,000 | 137 |
| Managed Assets ($) | $2,503,697,000 | 121 |
| Non-managed Assets ($) | $714,233,000 | 133 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,634,000 | 178 |
| 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 | $3,325,000 | 91 |
| Number of Managed Accounts | $2,301,000 | 95 |
| Number of Non-Managed Accounts | $1,024,000 | 64 |
| Total fiduciary and related assets | $3,016,643,000 | 140 |
| Managed Assets ($) | $2,359,740,000 | 122 |
| Non-managed Assets ($) | $656,903,000 | 139 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,107,000 | 178 |
| 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 | $3,291,000 | 89 |
| Number of Managed Accounts | $2,261,000 | 94 |
| Number of Non-Managed Accounts | $1,030,000 | 63 |
| Total fiduciary and related assets | $3,068,940,000 | 140 |
| Managed Assets ($) | $2,432,306,000 | 113 |
| Non-managed Assets ($) | $636,634,000 | 137 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,764,000 | 174 |
| 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 | $3,275,000 | 97 |
| Number of Managed Accounts | $2,231,000 | 103 |
| Number of Non-Managed Accounts | $1,044,000 | 64 |
| Total fiduciary and related assets | $2,971,630,000 | 148 |
| Managed Assets ($) | $2,324,782,000 | 127 |
| Non-managed Assets ($) | $646,848,000 | 145 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,358,000 | 177 |
| 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 | $3,285,000 | 97 |
| Number of Managed Accounts | $2,233,000 | 104 |
| Number of Non-Managed Accounts | $1,052,000 | 64 |
| Total fiduciary and related assets | $2,847,229,000 | 151 |
| Managed Assets ($) | $2,220,193,000 | 128 |
| Non-managed Assets ($) | $627,036,000 | 143 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,927,000 | 190 |
| 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 | $3,263,000 | 95 |
| Number of Managed Accounts | $2,214,000 | 105 |
| Number of Non-Managed Accounts | $1,049,000 | 60 |
| Total fiduciary and related assets | $2,712,038,000 | 151 |
| Managed Assets ($) | $2,092,342,000 | 126 |
| Non-managed Assets ($) | $619,696,000 | 144 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,618,000 | 191 |
| 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 | $3,215,000 | 85 |
| Number of Managed Accounts | $2,191,000 | 97 |
| Number of Non-Managed Accounts | $1,024,000 | 53 |
| Total fiduciary and related assets | $2,779,663,000 | 123 |
| Managed Assets ($) | $2,172,471,000 | 105 |
| Non-managed Assets ($) | $607,192,000 | 117 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,563,000 | 161 |
| 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 | $3,169,000 | 87 |
| Number of Managed Accounts | $2,149,000 | 99 |
| Number of Non-Managed Accounts | $1,020,000 | 53 |
| Total fiduciary and related assets | $2,927,963,000 | 127 |
| Managed Assets ($) | $2,312,583,000 | 107 |
| Non-managed Assets ($) | $615,380,000 | 119 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,360,000 | 159 |
| 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 | $3,139,000 | 86 |
| Number of Managed Accounts | $2,114,000 | 100 |
| Number of Non-Managed Accounts | $1,025,000 | 54 |
| Total fiduciary and related assets | $2,916,369,000 | 130 |
| Managed Assets ($) | $2,309,519,000 | 109 |
| Non-managed Assets ($) | $606,850,000 | 124 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,904,000 | 165 |
| 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 | $3,101,000 | 86 |
| Number of Managed Accounts | $2,079,000 | 103 |
| Number of Non-Managed Accounts | $1,022,000 | 53 |
| Total fiduciary and related assets | $2,816,144,000 | 128 |
| Managed Assets ($) | $2,204,461,000 | 113 |
| Non-managed Assets ($) | $611,683,000 | 122 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,092,000 | 176 |
| 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 | $3,061,000 | 87 |
| Number of Managed Accounts | $2,021,000 | 106 |
| Number of Non-Managed Accounts | $1,040,000 | 53 |
| Total fiduciary and related assets | $2,757,585,000 | 130 |
| Managed Assets ($) | $2,177,650,000 | 113 |
| Non-managed Assets ($) | $579,935,000 | 124 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,791,000 | 186 |
| 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 | $3,061,000 | 86 |
| Number of Managed Accounts | $2,007,000 | 105 |
| Number of Non-Managed Accounts | $1,054,000 | 54 |
| Total fiduciary and related assets | $2,755,735,000 | 126 |
| Managed Assets ($) | $2,170,644,000 | 109 |
| Non-managed Assets ($) | $585,091,000 | 124 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,812,000 | 191 |
| 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 | $3,041,000 | 91 |
| Number of Managed Accounts | $1,971,000 | 107 |
| Number of Non-Managed Accounts | $1,070,000 | 58 |
| Total fiduciary and related assets | $2,419,977,000 | 133 |
| Managed Assets ($) | $2,024,608,000 | 115 |
| Non-managed Assets ($) | $395,369,000 | 138 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,155,000 | 179 |
| 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 | $2,639,000 | 99 |
| Number of Managed Accounts | $1,677,000 | 125 |
| Number of Non-Managed Accounts | $962,000 | 57 |
| Total fiduciary and related assets | $1,690,697,000 | 157 |
| Managed Assets ($) | $1,501,811,000 | 132 |
| Non-managed Assets ($) | $188,886,000 | 180 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,146,000 | 207 |
| 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 | $2,642,000 | 100 |
| Number of Managed Accounts | $1,669,000 | 127 |
| Number of Non-Managed Accounts | $973,000 | 58 |
| Total fiduciary and related assets | $1,646,189,000 | 156 |
| Managed Assets ($) | $1,465,273,000 | 131 |
| Non-managed Assets ($) | $180,916,000 | 190 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,739,000 | 206 |
| 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 | $2,531,000 | 104 |
| Number of Managed Accounts | $1,672,000 | 126 |
| Number of Non-Managed Accounts | $859,000 | 64 |
| Total fiduciary and related assets | $1,488,188,000 | 157 |
| Managed Assets ($) | $1,325,979,000 | 134 |
| Non-managed Assets ($) | $162,209,000 | 186 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,367,000 | 208 |
| 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 | $2,514,000 | 110 |
| Number of Managed Accounts | $1,656,000 | 129 |
| Number of Non-Managed Accounts | $858,000 | 69 |
| Total fiduciary and related assets | $1,627,623,000 | 160 |
| Managed Assets ($) | $1,475,807,000 | 134 |
| Non-managed Assets ($) | $151,816,000 | 209 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,679,000 | 208 |
| 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 | $2,502,000 | 105 |
| Number of Managed Accounts | $1,646,000 | 128 |
| Number of Non-Managed Accounts | $856,000 | 68 |
| Total fiduciary and related assets | $1,571,033,000 | 161 |
| Managed Assets ($) | $1,419,053,000 | 135 |
| Non-managed Assets ($) | $151,980,000 | 195 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,918,000 | 211 |
| 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 | $2,501,000 | 106 |
| Number of Managed Accounts | $1,636,000 | 127 |
| Number of Non-Managed Accounts | $865,000 | 70 |
| Total fiduciary and related assets | $1,540,695,000 | 163 |
| Managed Assets ($) | $1,394,461,000 | 137 |
| Non-managed Assets ($) | $146,234,000 | 202 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,601,000 | 214 |
| 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 | $2,502,000 | 106 |
| Number of Managed Accounts | $2,219,000 | 97 |
| Number of Non-Managed Accounts | $283,000 | 116 |
| Total fiduciary and related assets | $1,412,846,000 | 171 |
| Managed Assets ($) | $1,253,251,000 | 146 |
| Non-managed Assets ($) | $159,595,000 | 199 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,296,000 | 213 |
| 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 | $2,468,000 | 106 |
| Number of Managed Accounts | $2,169,000 | 95 |
| Number of Non-Managed Accounts | $299,000 | 131 |
| Total fiduciary and related assets | $1,286,262,000 | 171 |
| Managed Assets ($) | $1,149,647,000 | 144 |
| Non-managed Assets ($) | $136,615,000 | 208 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,092,000 | 216 |
| 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 | $2,439,000 | 102 |
| Number of Managed Accounts | $1,584,000 | 125 |
| Number of Non-Managed Accounts | $855,000 | 70 |
| Total fiduciary and related assets | $1,365,529,000 | 171 |
| Managed Assets ($) | $1,212,461,000 | 146 |
| Non-managed Assets ($) | $153,068,000 | 202 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,654,000 | 217 |
| 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 | $2,418,000 | 102 |
| Number of Managed Accounts | $1,563,000 | 125 |
| Number of Non-Managed Accounts | $855,000 | 68 |
| Total fiduciary and related assets | $1,358,994,000 | 169 |
| Managed Assets ($) | $1,205,075,000 | 143 |
| Non-managed Assets ($) | $153,919,000 | 203 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,463,000 | 217 |
| 2018-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,836,000 | 137 |
| Number of Managed Accounts | $1,534,000 | 127 |
| Number of Non-Managed Accounts | $302,000 | 114 |
| Total fiduciary and related assets | $1,338,878,000 | 170 |
| Managed Assets ($) | $1,171,584,000 | 143 |
| Non-managed Assets ($) | $167,294,000 | 198 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,246,000 | 217 |
| 2017-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,834,000 | 139 |
| Number of Managed Accounts | $1,512,000 | 127 |
| Number of Non-Managed Accounts | $322,000 | 124 |
| Total fiduciary and related assets | $1,245,619,000 | 176 |
| Managed Assets ($) | $1,091,671,000 | 150 |
| Non-managed Assets ($) | $153,948,000 | 206 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,653,000 | 220 |
| 2017-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,815,000 | 138 |
| Number of Managed Accounts | $1,490,000 | 132 |
| Number of Non-Managed Accounts | $325,000 | 108 |
| Total fiduciary and related assets | $1,211,516,000 | 178 |
| Managed Assets ($) | $1,048,494,000 | 149 |
| Non-managed Assets ($) | $163,022,000 | 199 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,326,000 | 223 |
| 2017-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,804,000 | 136 |
| Number of Managed Accounts | $1,466,000 | 129 |
| Number of Non-Managed Accounts | $338,000 | 103 |
| Total fiduciary and related assets | $1,117,769,000 | 186 |
| Managed Assets ($) | $934,361,000 | 158 |
| Non-managed Assets ($) | $183,408,000 | 190 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,269,000 | 225 |
| 2017-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,785,000 | 135 |
| Number of Managed Accounts | $1,451,000 | 129 |
| Number of Non-Managed Accounts | $334,000 | 105 |
| Total fiduciary and related assets | $1,096,705,000 | 186 |
| Managed Assets ($) | $911,382,000 | 156 |
| Non-managed Assets ($) | $185,323,000 | 185 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,052,000 | 229 |
| 2016-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,762,000 | 137 |
| Number of Managed Accounts | $1,422,000 | 134 |
| Number of Non-Managed Accounts | $340,000 | 120 |
| Total fiduciary and related assets | $1,056,755,000 | 185 |
| Managed Assets ($) | $884,092,000 | 156 |
| Non-managed Assets ($) | $172,663,000 | 187 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,004,000 | 225 |
| 2016-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,731,000 | 134 |
| Number of Managed Accounts | $1,400,000 | 130 |
| Number of Non-Managed Accounts | $331,000 | 107 |
| Total fiduciary and related assets | $1,065,732,000 | 182 |
| Managed Assets ($) | $875,075,000 | 157 |
| Non-managed Assets ($) | $190,657,000 | 178 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,960,000 | 226 |
| 2016-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,791,000 | 131 |
| Number of Managed Accounts | $1,379,000 | 133 |
| Number of Non-Managed Accounts | $412,000 | 102 |
| Total fiduciary and related assets | $1,012,297,000 | 187 |
| Managed Assets ($) | $822,052,000 | 161 |
| Non-managed Assets ($) | $190,245,000 | 177 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,945,000 | 232 |
| 2016-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,837,000 | 132 |
| Number of Managed Accounts | $1,394,000 | 132 |
| Number of Non-Managed Accounts | $443,000 | 99 |
| Total fiduciary and related assets | $1,012,880,000 | 182 |
| Managed Assets ($) | $807,127,000 | 162 |
| Non-managed Assets ($) | $205,753,000 | 166 |
| Memoranda | ||
| Gross Fiduciary activities income | $966,000 | 233 |
| 2015-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,829,000 | 132 |
| Number of Managed Accounts | $1,371,000 | 132 |
| Number of Non-Managed Accounts | $458,000 | 108 |
| Total fiduciary and related assets | $985,974,000 | 188 |
| Managed Assets ($) | $782,788,000 | 165 |
| Non-managed Assets ($) | $203,186,000 | 169 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,683,000 | 238 |
| 2015-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,796,000 | 130 |
| Number of Managed Accounts | $1,355,000 | 129 |
| Number of Non-Managed Accounts | $441,000 | 100 |
| Total fiduciary and related assets | $951,627,000 | 192 |
| Managed Assets ($) | $754,809,000 | 166 |
| Non-managed Assets ($) | $196,818,000 | 172 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,879,000 | 234 |
| 2015-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,797,000 | 133 |
| Number of Managed Accounts | $1,347,000 | 134 |
| Number of Non-Managed Accounts | $450,000 | 100 |
| Total fiduciary and related assets | $980,160,000 | 193 |
| Managed Assets ($) | $765,732,000 | 169 |
| Non-managed Assets ($) | $214,428,000 | 168 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,942,000 | 236 |
| 2015-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,756,000 | 135 |
| Number of Managed Accounts | $1,320,000 | 134 |
| Number of Non-Managed Accounts | $436,000 | 105 |
| Total fiduciary and related assets | $962,898,000 | 198 |
| Managed Assets ($) | $758,891,000 | 169 |
| Non-managed Assets ($) | $204,007,000 | 173 |
| Memoranda | ||
| Gross Fiduciary activities income | $972,000 | 236 |
| 2014-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,767,000 | 131 |
| Number of Managed Accounts | $1,307,000 | 134 |
| Number of Non-Managed Accounts | $460,000 | 115 |
| Total fiduciary and related assets | $964,163,000 | 192 |
| Managed Assets ($) | $754,712,000 | 168 |
| Non-managed Assets ($) | $209,451,000 | 171 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,774,000 | 234 |
| 2014-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,722,000 | 128 |
| Number of Managed Accounts | $1,281,000 | 136 |
| Number of Non-Managed Accounts | $441,000 | 101 |
| Total fiduciary and related assets | $927,481,000 | 193 |
| Managed Assets ($) | $745,201,000 | 167 |
| Non-managed Assets ($) | $182,280,000 | 178 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,657,000 | 246 |
| 2014-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,710,000 | 128 |
| Number of Managed Accounts | $1,250,000 | 139 |
| Number of Non-Managed Accounts | $460,000 | 98 |
| Total fiduciary and related assets | $912,425,000 | 193 |
| Managed Assets ($) | $730,256,000 | 167 |
| Non-managed Assets ($) | $182,169,000 | 180 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,788,000 | 246 |
| 2014-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,696,000 | 132 |
| Number of Managed Accounts | $1,236,000 | 142 |
| Number of Non-Managed Accounts | $460,000 | 101 |
| Total fiduciary and related assets | $901,405,000 | 188 |
| Managed Assets ($) | $709,864,000 | 166 |
| Non-managed Assets ($) | $191,541,000 | 176 |
| Memoranda | ||
| Gross Fiduciary activities income | $976,000 | 237 |
| 2013-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,699,000 | 136 |
| Number of Managed Accounts | $1,222,000 | 141 |
| Number of Non-Managed Accounts | $477,000 | 111 |
| Total fiduciary and related assets | $894,468,000 | 186 |
| Managed Assets ($) | $693,557,000 | 171 |
| Non-managed Assets ($) | $200,911,000 | 173 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,950,000 | 262 |
| 2013-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,675,000 | 134 |
| Number of Managed Accounts | $1,209,000 | 136 |
| Number of Non-Managed Accounts | $466,000 | 99 |
| Total fiduciary and related assets | $845,240,000 | 189 |
| Managed Assets ($) | $661,313,000 | 168 |
| Non-managed Assets ($) | $183,927,000 | 176 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,111,000 | 268 |
| 2013-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,681,000 | 134 |
| Number of Managed Accounts | $1,201,000 | 132 |
| Number of Non-Managed Accounts | $480,000 | 98 |
| Total fiduciary and related assets | $817,564,000 | 185 |
| Managed Assets ($) | $631,980,000 | 168 |
| Non-managed Assets ($) | $185,584,000 | 177 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,397,000 | 269 |
| 2013-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,636,000 | 138 |
| Number of Managed Accounts | $1,162,000 | 138 |
| Number of Non-Managed Accounts | $474,000 | 98 |
| Total fiduciary and related assets | $792,810,000 | 189 |
| Managed Assets ($) | $621,937,000 | 172 |
| Non-managed Assets ($) | $170,873,000 | 181 |
| Memoranda | ||
| Gross Fiduciary activities income | $684,000 | 269 |
| 2012-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,623,000 | 143 |
| Number of Managed Accounts | $1,133,000 | 142 |
| Number of Non-Managed Accounts | $490,000 | 108 |
| Total fiduciary and related assets | $748,273,000 | 192 |
| Managed Assets ($) | $579,176,000 | 177 |
| Non-managed Assets ($) | $169,097,000 | 188 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,634,000 | 264 |
| 2012-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,559,000 | 139 |
| Number of Managed Accounts | $1,078,000 | 145 |
| Number of Non-Managed Accounts | $481,000 | 92 |
| Total fiduciary and related assets | $645,405,000 | 208 |
| Managed Assets ($) | $484,756,000 | 198 |
| Non-managed Assets ($) | $160,649,000 | 184 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,926,000 | 268 |
| 2012-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,566,000 | 138 |
| Number of Managed Accounts | $1,072,000 | 144 |
| Number of Non-Managed Accounts | $494,000 | 93 |
| Total fiduciary and related assets | $614,793,000 | 209 |
| Managed Assets ($) | $459,016,000 | 200 |
| Non-managed Assets ($) | $155,777,000 | 187 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,275,000 | 265 |
| 2012-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,321,000 | 157 |
| Number of Managed Accounts | $1,038,000 | 147 |
| Number of Non-Managed Accounts | $283,000 | 128 |
| Total fiduciary and related assets | $608,025,000 | 209 |
| Managed Assets ($) | $457,951,000 | 208 |
| Non-managed Assets ($) | $150,074,000 | 185 |
| Memoranda | ||
| Gross Fiduciary activities income | $631,000 | 272 |
| 2011-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,315,000 | 162 |
| Number of Managed Accounts | $1,019,000 | 151 |
| Number of Non-Managed Accounts | $296,000 | 162 |
| Total fiduciary and related assets | $635,968,000 | 199 |
| Managed Assets ($) | $430,205,000 | 213 |
| Non-managed Assets ($) | $205,763,000 | 158 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,428,000 | 237 |
| 2011-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,287,000 | 160 |
| Number of Managed Accounts | $1,006,000 | 148 |
| Number of Non-Managed Accounts | $281,000 | 127 |
| Total fiduciary and related assets | $607,716,000 | 203 |
| Managed Assets ($) | $402,762,000 | 218 |
| Non-managed Assets ($) | $204,954,000 | 154 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,801,000 | 237 |
| 2011-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,284,000 | 161 |
| Number of Managed Accounts | $996,000 | 151 |
| Number of Non-Managed Accounts | $288,000 | 128 |
| Total fiduciary and related assets | $650,184,000 | 201 |
| Managed Assets ($) | $432,824,000 | 210 |
| Non-managed Assets ($) | $217,360,000 | 153 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,201,000 | 237 |
| 2011-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,259,000 | 163 |
| Number of Managed Accounts | $976,000 | 151 |
| Number of Non-Managed Accounts | $283,000 | 128 |
| Total fiduciary and related assets | $631,428,000 | 206 |
| Managed Assets ($) | $423,436,000 | 212 |
| Non-managed Assets ($) | $207,992,000 | 160 |
| Memoranda | ||
| Gross Fiduciary activities income | $586,000 | 240 |
| 2010-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,247,000 | 175 |
| Number of Managed Accounts | $947,000 | 159 |
| Number of Non-Managed Accounts | $300,000 | 164 |
| Total fiduciary and related assets | $620,856,000 | 209 |
| Managed Assets ($) | $401,838,000 | 220 |
| Non-managed Assets ($) | $219,018,000 | 159 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,247,000 | 236 |
| 2010-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,226,000 | 167 |
| Number of Managed Accounts | $934,000 | 155 |
| Number of Non-Managed Accounts | $292,000 | 129 |
| Total fiduciary and related assets | $586,524,000 | 210 |
| Managed Assets ($) | $380,659,000 | 218 |
| Non-managed Assets ($) | $205,865,000 | 157 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,609,000 | 243 |
| 2010-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,216,000 | 167 |
| Number of Managed Accounts | $922,000 | 155 |
| Number of Non-Managed Accounts | $294,000 | 131 |
| Total fiduciary and related assets | $544,729,000 | 212 |
| Managed Assets ($) | $353,412,000 | 219 |
| Non-managed Assets ($) | $191,317,000 | 160 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,080,000 | 246 |
| 2010-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,194,000 | 171 |
| Number of Managed Accounts | $898,000 | 158 |
| Number of Non-Managed Accounts | $296,000 | 134 |
| Total fiduciary and related assets | $568,825,000 | 219 |
| Managed Assets ($) | $373,436,000 | 220 |
| Non-managed Assets ($) | $195,389,000 | 170 |
| Memoranda | ||
| Gross Fiduciary activities income | $537,000 | 246 |
| 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 | $1,193,000 | 184 |
| Number of Managed Accounts | $897,000 | 166 |
| Number of Non-Managed Accounts | $296,000 | 180 |
| Total fiduciary and related assets | $546,963,000 | 224 |
| Managed Assets ($) | $361,361,000 | 225 |
| Non-managed Assets ($) | $185,602,000 | 173 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,892,000 | 257 |
| 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 | $1,182,000 | 173 |
| Number of Managed Accounts | $1,025,000 | 142 |
| Number of Non-Managed Accounts | $157,000 | 176 |
| Total fiduciary and related assets | $511,154,000 | 229 |
| Managed Assets ($) | $473,183,000 | 183 |
| Non-managed Assets ($) | $37,971,000 | 266 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,234,000 | 279 |
| 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 | $1,194,000 | 174 |
| Number of Managed Accounts | $1,029,000 | 149 |
| Number of Non-Managed Accounts | $165,000 | 178 |
| Total fiduciary and related assets | $476,687,000 | 230 |
| Managed Assets ($) | $442,346,000 | 182 |
| Non-managed Assets ($) | $34,341,000 | 275 |
| Memoranda | ||
| Gross Fiduciary activities income | $816,000 | 282 |
| 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 | $1,178,000 | 177 |
| Number of Managed Accounts | $1,024,000 | 154 |
| Number of Non-Managed Accounts | $154,000 | 179 |
| Total fiduciary and related assets | $412,532,000 | 248 |
| Managed Assets ($) | $383,420,000 | 202 |
| Non-managed Assets ($) | $29,112,000 | 280 |
| Memoranda | ||
| Gross Fiduciary activities income | $403,000 | 282 |
| 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 | $1,209,000 | 189 |
| Number of Managed Accounts | $1,054,000 | 151 |
| Number of Non-Managed Accounts | $155,000 | 265 |
| Total fiduciary and related assets | $408,891,000 | 257 |
| Managed Assets ($) | $379,338,000 | 212 |
| Non-managed Assets ($) | $29,553,000 | 394 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,747,000 | 289 |
| 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 | $1,184,000 | 179 |
| Number of Managed Accounts | $1,045,000 | 149 |
| Number of Non-Managed Accounts | $139,000 | 194 |
| Total fiduciary and related assets | $443,805,000 | 256 |
| Managed Assets ($) | $412,456,000 | 211 |
| Non-managed Assets ($) | $31,349,000 | 304 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,375,000 | 290 |
| 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 | $1,214,000 | 176 |
| Number of Managed Accounts | $1,066,000 | 147 |
| Number of Non-Managed Accounts | $148,000 | 193 |
| Total fiduciary and related assets | $470,524,000 | 260 |
| Managed Assets ($) | $435,599,000 | 212 |
| Non-managed Assets ($) | $34,925,000 | 303 |
| Memoranda | ||
| Gross Fiduciary activities income | $981,000 | 282 |
| 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 | $1,188,000 | 183 |
| Number of Managed Accounts | $1,048,000 | 157 |
| Number of Non-Managed Accounts | $140,000 | 199 |
| Total fiduciary and related assets | $460,635,000 | 273 |
| Managed Assets ($) | $425,553,000 | 220 |
| Non-managed Assets ($) | $35,082,000 | 306 |
| Memoranda | ||
| Gross Fiduciary activities income | $476,000 | 285 |
| 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 | $1,284,000 | 182 |
| Number of Managed Accounts | $1,126,000 | 139 |
| Number of Non-Managed Accounts | $158,000 | 270 |
| Total fiduciary and related assets | $475,458,000 | 273 |
| Managed Assets ($) | $436,635,000 | 217 |
| Non-managed Assets ($) | $38,823,000 | 394 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,732,000 | 304 |
| 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 | $1,259,000 | 170 |
| Number of Managed Accounts | $1,106,000 | 141 |
| Number of Non-Managed Accounts | $153,000 | 183 |
| Total fiduciary and related assets | $473,211,000 | 277 |
| Managed Assets ($) | $436,468,000 | 218 |
| Non-managed Assets ($) | $36,743,000 | 291 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,349,000 | 291 |
| 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 | $1,243,000 | 174 |
| Number of Managed Accounts | $1,092,000 | 145 |
| Number of Non-Managed Accounts | $151,000 | 194 |
| Total fiduciary and related assets | $426,901,000 | 298 |
| Managed Assets ($) | $390,731,000 | 238 |
| Non-managed Assets ($) | $36,170,000 | 305 |
| Memoranda | ||
| Gross Fiduciary activities income | $926,000 | 295 |
| 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 | $1,229,000 | 173 |
| Number of Managed Accounts | $1,087,000 | 142 |
| Number of Non-Managed Accounts | $142,000 | 204 |
| Total fiduciary and related assets | $425,375,000 | 290 |
| Managed Assets ($) | $386,122,000 | 227 |
| Non-managed Assets ($) | $39,253,000 | 298 |
| Memoranda | ||
| Gross Fiduciary activities income | $466,000 | 290 |
| 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 | $1,228,000 | 187 |
| Number of Managed Accounts | $1,078,000 | 147 |
| Number of Non-Managed Accounts | $150,000 | 282 |
| Total fiduciary and related assets | $401,074,000 | 295 |
| Managed Assets ($) | $359,558,000 | 239 |
| Non-managed Assets ($) | $41,516,000 | 385 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,640,000 | 306 |
| 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 | $1,186,000 | 182 |
| Number of Managed Accounts | $1,053,000 | 150 |
| Number of Non-Managed Accounts | $133,000 | 214 |
| Total fiduciary and related assets | $334,064,000 | 316 |
| Managed Assets ($) | $301,835,000 | 270 |
| Non-managed Assets ($) | $32,229,000 | 305 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,265,000 | 304 |
| 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 | $1,197,000 | 183 |
| Number of Managed Accounts | $1,061,000 | 153 |
| Number of Non-Managed Accounts | $136,000 | 219 |
| Total fiduciary and related assets | $321,610,000 | 327 |
| Managed Assets ($) | $292,304,000 | 275 |
| Non-managed Assets ($) | $29,306,000 | 315 |
| Memoranda | ||
| Gross Fiduciary activities income | $822,000 | 315 |
| 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 | $1,206,000 | 181 |
| Number of Managed Accounts | $1,077,000 | 155 |
| Number of Non-Managed Accounts | $129,000 | 227 |
| Total fiduciary and related assets | $313,710,000 | 328 |
| Managed Assets ($) | $283,173,000 | 277 |
| Non-managed Assets ($) | $30,537,000 | 315 |
| Memoranda | ||
| Gross Fiduciary activities income | $406,000 | 312 |
| 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 | $1,220,000 | 185 |
| Number of Managed Accounts | $1,090,000 | 153 |
| Number of Non-Managed Accounts | $130,000 | 322 |
| Total fiduciary and related assets | $299,827,000 | 343 |
| Managed Assets ($) | $273,037,000 | 282 |
| Non-managed Assets ($) | $26,790,000 | 449 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,698,000 | 302 |
| 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 | $1,342,000 | 161 |
| Number of Managed Accounts | $1,227,000 | 132 |
| Number of Non-Managed Accounts | $115,000 | 229 |
| Total fiduciary and related assets | $301,900,000 | 330 |
| Managed Assets ($) | $275,206,000 | 275 |
| Non-managed Assets ($) | $26,694,000 | 314 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,249,000 | 298 |
| 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 | $1,337,000 | 162 |
| Number of Managed Accounts | $1,222,000 | 131 |
| Number of Non-Managed Accounts | $115,000 | 234 |
| Total fiduciary and related assets | $287,979,000 | 337 |
| Managed Assets ($) | $262,544,000 | 279 |
| Non-managed Assets ($) | $25,435,000 | 321 |
| Memoranda | ||
| Gross Fiduciary activities income | $864,000 | 292 |
| 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 | $1,300,000 | 166 |
| Number of Managed Accounts | $1,195,000 | 137 |
| Number of Non-Managed Accounts | $105,000 | 246 |
| Total fiduciary and related assets | $261,870,000 | 346 |
| Managed Assets ($) | $236,501,000 | 292 |
| Non-managed Assets ($) | $25,369,000 | 323 |
| Memoranda | ||
| Gross Fiduciary activities income | $503,000 | 267 |
| 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 | $1,307,000 | 179 |
| Number of Managed Accounts | $1,194,000 | 138 |
| Number of Non-Managed Accounts | $113,000 | 383 |
| Total fiduciary and related assets | $260,155,000 | 360 |
| Managed Assets ($) | $235,576,000 | 295 |
| Non-managed Assets ($) | $24,579,000 | 465 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,341,000 | 320 |
| 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 | $1,304,000 | 165 |
| Number of Managed Accounts | $1,197,000 | 136 |
| Number of Non-Managed Accounts | $107,000 | 247 |
| Total fiduciary and related assets | $246,793,000 | 355 |
| Managed Assets ($) | $227,880,000 | 290 |
| Non-managed Assets ($) | $18,913,000 | 333 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,041,000 | 323 |
| 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 | $1,309,000 | 166 |
| Number of Managed Accounts | $1,192,000 | 137 |
| Number of Non-Managed Accounts | $117,000 | 250 |
| Total fiduciary and related assets | $241,518,000 | 361 |
| Managed Assets ($) | $224,013,000 | 296 |
| Non-managed Assets ($) | $17,505,000 | 349 |
| Memoranda | ||
| Gross Fiduciary activities income | $742,000 | 311 |
| 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 | $1,269,000 | 169 |
| Number of Managed Accounts | $1,166,000 | 142 |
| Number of Non-Managed Accounts | $103,000 | 260 |
| Total fiduciary and related assets | $238,122,000 | 372 |
| Managed Assets ($) | $218,752,000 | 307 |
| Non-managed Assets ($) | $19,370,000 | 340 |
| Memoranda | ||
| Gross Fiduciary activities income | $309,000 | 344 |
| 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 | $1,237,000 | 190 |
| Number of Managed Accounts | $1,113,000 | 149 |
| Number of Non-Managed Accounts | $124,000 | 377 |
| Total fiduciary and related assets | $232,950,000 | 390 |
| Managed Assets ($) | $213,300,000 | 322 |
| Non-managed Assets ($) | $19,650,000 | 517 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,070,000 | 369 |
| 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 | $1,125,000 | 196 |
| Number of Managed Accounts | $1,045,000 | 157 |
| Number of Non-Managed Accounts | $80,000 | 291 |
| Total fiduciary and related assets | $204,249,000 | 377 |
| Managed Assets ($) | $189,048,000 | 319 |
| Non-managed Assets ($) | $15,201,000 | 364 |
| Memoranda | ||
| Gross Fiduciary activities income | $792,000 | 380 |
| 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 | $1,082,000 | 205 |
| Number of Managed Accounts | $1,000,000 | 164 |
| Number of Non-Managed Accounts | $82,000 | 293 |
| Total fiduciary and related assets | $198,896,000 | 379 |
| Managed Assets ($) | $184,699,000 | 322 |
| Non-managed Assets ($) | $14,197,000 | 369 |
| Memoranda | ||
| Gross Fiduciary activities income | $523,000 | 387 |
| 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 | $1,053,000 | 217 |
| Number of Managed Accounts | $977,000 | 175 |
| Number of Non-Managed Accounts | $76,000 | 302 |
| Total fiduciary and related assets | $184,798,000 | 392 |
| Managed Assets ($) | $172,669,000 | 336 |
| Non-managed Assets ($) | $12,129,000 | 381 |
| Memoranda | ||
| Gross Fiduciary activities income | $243,000 | 408 |
| 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 | $980,000 | 257 |
| Number of Managed Accounts | $900,000 | 192 |
| Number of Non-Managed Accounts | $80,000 | 489 |
| Total fiduciary and related assets | $183,130,000 | 435 |
| Managed Assets ($) | $170,593,000 | 367 |
| Non-managed Assets ($) | $12,537,000 | 609 |
| Memoranda | ||
| Gross Fiduciary activities income | $873,000 | 431 |
| 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 | $851,000 | 266 |
| Number of Managed Accounts | $774,000 | 201 |
| Number of Non-Managed Accounts | $77,000 | 473 |
| Total fiduciary and related assets | $208,550,000 | 393 |
| Managed Assets ($) | $185,238,000 | 340 |
| Non-managed Assets ($) | $23,312,000 | 469 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,046,000 | 412 |
| 2000-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,018,000 | 419 |
| 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 | $896,000 | 486 |
| 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 | $677,000 | 547 |
| 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 | $564,000 | 609 |
| 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 | $434,000 | 742 |
| 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 | $386,000 | 813 |
| 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 | $375,000 | 827 |
| 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 | $379,000 | 858 |
| 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 | $346,000 | 894 |