Home > First Century Bank, Inc. > Fiduciary and Related Services
First Century Bank, Inc., Fiduciary and Related Services
| 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 | $569,000 | 291 |
| Number of Managed Accounts | $489,000 | 272 |
| Number of Non-Managed Accounts | $80,000 | 213 |
| Total fiduciary and related assets | $398,640,000 | 313 |
| Managed Assets ($) | $319,739,000 | 295 |
| Non-managed Assets ($) | $78,901,000 | 240 |
| Memoranda | ||
| Gross Fiduciary activities income | $493,000 | 340 |
| 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 | $573,000 | 315 |
| Number of Managed Accounts | $493,000 | 287 |
| Number of Non-Managed Accounts | $80,000 | 315 |
| Total fiduciary and related assets | $388,327,000 | 308 |
| Managed Assets ($) | $303,851,000 | 299 |
| Non-managed Assets ($) | $84,476,000 | 256 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,965,000 | 342 |
| 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 | $568,000 | 294 |
| Number of Managed Accounts | $485,000 | 273 |
| Number of Non-Managed Accounts | $83,000 | 215 |
| Total fiduciary and related assets | $390,671,000 | 308 |
| Managed Assets ($) | $310,183,000 | 294 |
| Non-managed Assets ($) | $80,488,000 | 241 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,472,000 | 344 |
| 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 | $562,000 | 296 |
| Number of Managed Accounts | $475,000 | 276 |
| Number of Non-Managed Accounts | $87,000 | 214 |
| Total fiduciary and related assets | $384,229,000 | 311 |
| Managed Assets ($) | $306,024,000 | 299 |
| Non-managed Assets ($) | $78,205,000 | 244 |
| Memoranda | ||
| Gross Fiduciary activities income | $921,000 | 348 |
| 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 | $566,000 | 293 |
| Number of Managed Accounts | $477,000 | 277 |
| Number of Non-Managed Accounts | $89,000 | 209 |
| Total fiduciary and related assets | $380,125,000 | 306 |
| Managed Assets ($) | $297,566,000 | 299 |
| Non-managed Assets ($) | $82,559,000 | 239 |
| Memoranda | ||
| Gross Fiduciary activities income | $457,000 | 347 |
| 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 | $522,000 | 334 |
| Number of Managed Accounts | $450,000 | 291 |
| Number of Non-Managed Accounts | $72,000 | 349 |
| Total fiduciary and related assets | $310,215,000 | 345 |
| Managed Assets ($) | $290,103,000 | 303 |
| Non-managed Assets ($) | $20,112,000 | 452 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,897,000 | 350 |
| 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 | $548,000 | 297 |
| Number of Managed Accounts | $461,000 | 275 |
| Number of Non-Managed Accounts | $87,000 | 209 |
| Total fiduciary and related assets | $362,875,000 | 315 |
| Managed Assets ($) | $283,065,000 | 304 |
| Non-managed Assets ($) | $79,810,000 | 240 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,423,000 | 347 |
| 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 | $545,000 | 300 |
| Number of Managed Accounts | $457,000 | 280 |
| Number of Non-Managed Accounts | $88,000 | 207 |
| Total fiduciary and related assets | $380,335,000 | 319 |
| Managed Assets ($) | $296,137,000 | 302 |
| Non-managed Assets ($) | $84,198,000 | 242 |
| Memoranda | ||
| Gross Fiduciary activities income | $935,000 | 351 |
| 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 | $548,000 | 301 |
| Number of Managed Accounts | $460,000 | 277 |
| Number of Non-Managed Accounts | $88,000 | 209 |
| Total fiduciary and related assets | $386,542,000 | 318 |
| Managed Assets ($) | $297,321,000 | 305 |
| Non-managed Assets ($) | $89,221,000 | 242 |
| Memoranda | ||
| Gross Fiduciary activities income | $464,000 | 353 |
| 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 | $550,000 | 331 |
| Number of Managed Accounts | $461,000 | 295 |
| Number of Non-Managed Accounts | $89,000 | 312 |
| Total fiduciary and related assets | $384,477,000 | 318 |
| Managed Assets ($) | $295,339,000 | 307 |
| Non-managed Assets ($) | $89,138,000 | 251 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,879,000 | 346 |
| 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 | $544,000 | 304 |
| Number of Managed Accounts | $450,000 | 281 |
| Number of Non-Managed Accounts | $94,000 | 205 |
| Total fiduciary and related assets | $368,916,000 | 320 |
| Managed Assets ($) | $280,725,000 | 310 |
| Non-managed Assets ($) | $88,191,000 | 241 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,407,000 | 346 |
| 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 | $543,000 | 303 |
| Number of Managed Accounts | $448,000 | 282 |
| Number of Non-Managed Accounts | $95,000 | 204 |
| Total fiduciary and related assets | $368,561,000 | 321 |
| Managed Assets ($) | $279,712,000 | 309 |
| Non-managed Assets ($) | $88,849,000 | 240 |
| Memoranda | ||
| Gross Fiduciary activities income | $937,000 | 346 |
| 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 | $547,000 | 304 |
| Number of Managed Accounts | $381,000 | 304 |
| Number of Non-Managed Accounts | $166,000 | 161 |
| Total fiduciary and related assets | $362,941,000 | 319 |
| Managed Assets ($) | $266,974,000 | 312 |
| Non-managed Assets ($) | $95,967,000 | 228 |
| Memoranda | ||
| Gross Fiduciary activities income | $472,000 | 348 |
| 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 | $551,000 | 335 |
| Number of Managed Accounts | $380,000 | 332 |
| Number of Non-Managed Accounts | $171,000 | 218 |
| Total fiduciary and related assets | $366,454,000 | 319 |
| Managed Assets ($) | $263,436,000 | 313 |
| Non-managed Assets ($) | $103,018,000 | 232 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,785,000 | 341 |
| 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 | $553,000 | 297 |
| Number of Managed Accounts | $380,000 | 293 |
| Number of Non-Managed Accounts | $173,000 | 162 |
| Total fiduciary and related assets | $346,138,000 | 323 |
| Managed Assets ($) | $249,793,000 | 306 |
| Non-managed Assets ($) | $96,345,000 | 224 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,328,000 | 344 |
| 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 | $549,000 | 295 |
| Number of Managed Accounts | $400,000 | 286 |
| Number of Non-Managed Accounts | $149,000 | 174 |
| Total fiduciary and related assets | $341,308,000 | 319 |
| Managed Assets ($) | $249,968,000 | 300 |
| Non-managed Assets ($) | $91,340,000 | 228 |
| Memoranda | ||
| Gross Fiduciary activities income | $898,000 | 343 |
| 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 | $563,000 | 295 |
| Number of Managed Accounts | $456,000 | 270 |
| Number of Non-Managed Accounts | $107,000 | 209 |
| Total fiduciary and related assets | $343,553,000 | 314 |
| Managed Assets ($) | $251,438,000 | 296 |
| Non-managed Assets ($) | $92,115,000 | 232 |
| Memoranda | ||
| Gross Fiduciary activities income | $458,000 | 336 |
| 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 | $563,000 | 328 |
| Number of Managed Accounts | $465,000 | 293 |
| Number of Non-Managed Accounts | $98,000 | 320 |
| Total fiduciary and related assets | $324,708,000 | 319 |
| Managed Assets ($) | $239,103,000 | 305 |
| Non-managed Assets ($) | $85,605,000 | 254 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,629,000 | 347 |
| 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 | $552,000 | 289 |
| Number of Managed Accounts | $453,000 | 266 |
| Number of Non-Managed Accounts | $99,000 | 204 |
| Total fiduciary and related assets | $304,121,000 | 325 |
| Managed Assets ($) | $219,855,000 | 306 |
| Non-managed Assets ($) | $84,266,000 | 228 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,222,000 | 347 |
| 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 | $557,000 | 287 |
| Number of Managed Accounts | $458,000 | 263 |
| Number of Non-Managed Accounts | $99,000 | 204 |
| Total fiduciary and related assets | $295,476,000 | 323 |
| Managed Assets ($) | $213,894,000 | 304 |
| Non-managed Assets ($) | $81,582,000 | 230 |
| Memoranda | ||
| Gross Fiduciary activities income | $819,000 | 348 |
| 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 | $555,000 | 284 |
| Number of Managed Accounts | $459,000 | 260 |
| Number of Non-Managed Accounts | $96,000 | 203 |
| Total fiduciary and related assets | $298,943,000 | 323 |
| Managed Assets ($) | $217,231,000 | 305 |
| Non-managed Assets ($) | $81,712,000 | 222 |
| Memoranda | ||
| Gross Fiduciary activities income | $426,000 | 335 |
| 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 | $565,000 | 330 |
| Number of Managed Accounts | $460,000 | 294 |
| Number of Non-Managed Accounts | $105,000 | 307 |
| Total fiduciary and related assets | $281,992,000 | 331 |
| Managed Assets ($) | $204,041,000 | 317 |
| Non-managed Assets ($) | $77,951,000 | 253 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,796,000 | 284 |
| 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 | $566,000 | 284 |
| Number of Managed Accounts | $452,000 | 263 |
| Number of Non-Managed Accounts | $114,000 | 197 |
| Total fiduciary and related assets | $269,610,000 | 326 |
| Managed Assets ($) | $190,962,000 | 308 |
| Non-managed Assets ($) | $78,648,000 | 220 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,400,000 | 273 |
| 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 | $570,000 | 286 |
| Number of Managed Accounts | $464,000 | 257 |
| Number of Non-Managed Accounts | $106,000 | 201 |
| Total fiduciary and related assets | $297,856,000 | 320 |
| Managed Assets ($) | $237,276,000 | 297 |
| Non-managed Assets ($) | $60,580,000 | 250 |
| Memoranda | ||
| Gross Fiduciary activities income | $986,000 | 270 |
| 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 | $574,000 | 289 |
| Number of Managed Accounts | $467,000 | 258 |
| Number of Non-Managed Accounts | $107,000 | 204 |
| Total fiduciary and related assets | $300,447,000 | 320 |
| Managed Assets ($) | $239,502,000 | 299 |
| Non-managed Assets ($) | $60,945,000 | 246 |
| Memoranda | ||
| Gross Fiduciary activities income | $529,000 | 259 |
| 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 | $567,000 | 333 |
| Number of Managed Accounts | $461,000 | 292 |
| Number of Non-Managed Accounts | $106,000 | 321 |
| Total fiduciary and related assets | $294,051,000 | 323 |
| Managed Assets ($) | $233,063,000 | 308 |
| Non-managed Assets ($) | $60,988,000 | 292 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,429,000 | 323 |
| 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 | $571,000 | 282 |
| Number of Managed Accounts | $463,000 | 254 |
| Number of Non-Managed Accounts | $108,000 | 204 |
| Total fiduciary and related assets | $282,291,000 | 318 |
| Managed Assets ($) | $222,538,000 | 288 |
| Non-managed Assets ($) | $59,753,000 | 247 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,049,000 | 328 |
| 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 | $565,000 | 285 |
| Number of Managed Accounts | $459,000 | 256 |
| Number of Non-Managed Accounts | $106,000 | 210 |
| Total fiduciary and related assets | $259,104,000 | 326 |
| Managed Assets ($) | $207,322,000 | 291 |
| Non-managed Assets ($) | $51,782,000 | 259 |
| Memoranda | ||
| Gross Fiduciary activities income | $688,000 | 333 |
| 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 | $562,000 | 286 |
| Number of Managed Accounts | $456,000 | 258 |
| Number of Non-Managed Accounts | $106,000 | 209 |
| Total fiduciary and related assets | $278,216,000 | 327 |
| Managed Assets ($) | $223,134,000 | 291 |
| Non-managed Assets ($) | $55,082,000 | 260 |
| Memoranda | ||
| Gross Fiduciary activities income | $343,000 | 337 |
| 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 | $572,000 | 340 |
| Number of Managed Accounts | $456,000 | 302 |
| Number of Non-Managed Accounts | $116,000 | 316 |
| Total fiduciary and related assets | $274,178,000 | 323 |
| Managed Assets ($) | $224,063,000 | 298 |
| Non-managed Assets ($) | $50,115,000 | 328 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,583,000 | 291 |
| 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 | $575,000 | 284 |
| Number of Managed Accounts | $460,000 | 255 |
| Number of Non-Managed Accounts | $115,000 | 200 |
| Total fiduciary and related assets | $271,170,000 | 317 |
| Managed Assets ($) | $220,557,000 | 287 |
| Non-managed Assets ($) | $50,613,000 | 253 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,226,000 | 280 |
| 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 | $586,000 | 285 |
| Number of Managed Accounts | $463,000 | 257 |
| Number of Non-Managed Accounts | $123,000 | 203 |
| Total fiduciary and related assets | $254,841,000 | 320 |
| Managed Assets ($) | $206,857,000 | 292 |
| Non-managed Assets ($) | $47,984,000 | 254 |
| Memoranda | ||
| Gross Fiduciary activities income | $664,000 | 328 |
| 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 | $592,000 | 282 |
| Number of Managed Accounts | $476,000 | 256 |
| Number of Non-Managed Accounts | $116,000 | 200 |
| Total fiduciary and related assets | $240,037,000 | 325 |
| Managed Assets ($) | $196,920,000 | 293 |
| Non-managed Assets ($) | $43,117,000 | 258 |
| Memoranda | ||
| Gross Fiduciary activities income | $333,000 | 316 |
| 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 | $614,000 | 330 |
| Number of Managed Accounts | $511,000 | 279 |
| Number of Non-Managed Accounts | $103,000 | 353 |
| Total fiduciary and related assets | $266,603,000 | 316 |
| Managed Assets ($) | $225,605,000 | 288 |
| Non-managed Assets ($) | $40,998,000 | 342 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,605,000 | 302 |
| 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 | $619,000 | 282 |
| Number of Managed Accounts | $519,000 | 249 |
| Number of Non-Managed Accounts | $100,000 | 221 |
| Total fiduciary and related assets | $300,341,000 | 305 |
| Managed Assets ($) | $255,720,000 | 275 |
| Non-managed Assets ($) | $44,621,000 | 284 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,215,000 | 307 |
| 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 | $635,000 | 285 |
| Number of Managed Accounts | $538,000 | 245 |
| Number of Non-Managed Accounts | $97,000 | 230 |
| Total fiduciary and related assets | $316,516,000 | 313 |
| Managed Assets ($) | $270,904,000 | 275 |
| Non-managed Assets ($) | $45,612,000 | 288 |
| Memoranda | ||
| Gross Fiduciary activities income | $810,000 | 316 |
| 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 | $621,000 | 288 |
| Number of Managed Accounts | $527,000 | 253 |
| Number of Non-Managed Accounts | $94,000 | 231 |
| Total fiduciary and related assets | $326,841,000 | 315 |
| Managed Assets ($) | $276,543,000 | 278 |
| Non-managed Assets ($) | $50,298,000 | 285 |
| Memoranda | ||
| Gross Fiduciary activities income | $405,000 | 313 |
| 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 | $630,000 | 318 |
| Number of Managed Accounts | $538,000 | 267 |
| Number of Non-Managed Accounts | $92,000 | 386 |
| Total fiduciary and related assets | $340,767,000 | 314 |
| Managed Assets ($) | $293,121,000 | 274 |
| Non-managed Assets ($) | $47,646,000 | 364 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,605,000 | 314 |
| 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 | $613,000 | 280 |
| Number of Managed Accounts | $541,000 | 241 |
| Number of Non-Managed Accounts | $72,000 | 242 |
| Total fiduciary and related assets | $347,846,000 | 309 |
| Managed Assets ($) | $318,989,000 | 260 |
| Non-managed Assets ($) | $28,857,000 | 304 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,170,000 | 318 |
| 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 | $588,000 | 289 |
| Number of Managed Accounts | $521,000 | 247 |
| Number of Non-Managed Accounts | $67,000 | 254 |
| Total fiduciary and related assets | $340,621,000 | 320 |
| Managed Assets ($) | $311,774,000 | 267 |
| Non-managed Assets ($) | $28,847,000 | 313 |
| Memoranda | ||
| Gross Fiduciary activities income | $780,000 | 320 |
| 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 | $581,000 | 291 |
| Number of Managed Accounts | $512,000 | 249 |
| Number of Non-Managed Accounts | $69,000 | 257 |
| Total fiduciary and related assets | $330,548,000 | 322 |
| Managed Assets ($) | $303,014,000 | 268 |
| Non-managed Assets ($) | $27,534,000 | 317 |
| Memoranda | ||
| Gross Fiduciary activities income | $390,000 | 326 |
| 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 | $577,000 | 342 |
| Number of Managed Accounts | $506,000 | 278 |
| Number of Non-Managed Accounts | $71,000 | 459 |
| Total fiduciary and related assets | $334,483,000 | 319 |
| Managed Assets ($) | $307,311,000 | 269 |
| Non-managed Assets ($) | $27,172,000 | 467 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,685,000 | 301 |
| 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 | $575,000 | 297 |
| Number of Managed Accounts | $506,000 | 256 |
| Number of Non-Managed Accounts | $69,000 | 259 |
| Total fiduciary and related assets | $322,313,000 | 323 |
| Managed Assets ($) | $296,544,000 | 275 |
| Non-managed Assets ($) | $25,769,000 | 311 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,255,000 | 305 |
| 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 | $587,000 | 298 |
| Number of Managed Accounts | $508,000 | 261 |
| Number of Non-Managed Accounts | $79,000 | 258 |
| Total fiduciary and related assets | $334,190,000 | 318 |
| Managed Assets ($) | $308,551,000 | 267 |
| Non-managed Assets ($) | $25,639,000 | 321 |
| Memoranda | ||
| Gross Fiduciary activities income | $825,000 | 312 |
| 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 | $585,000 | 300 |
| Number of Managed Accounts | $508,000 | 261 |
| Number of Non-Managed Accounts | $77,000 | 269 |
| Total fiduciary and related assets | $334,843,000 | 316 |
| Managed Assets ($) | $309,493,000 | 265 |
| Non-managed Assets ($) | $25,350,000 | 323 |
| Memoranda | ||
| Gross Fiduciary activities income | $395,000 | 318 |
| 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 | $590,000 | 337 |
| Number of Managed Accounts | $510,000 | 283 |
| Number of Non-Managed Accounts | $80,000 | 442 |
| Total fiduciary and related assets | $327,548,000 | 322 |
| Managed Assets ($) | $303,384,000 | 263 |
| Non-managed Assets ($) | $24,164,000 | 478 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,423,000 | 333 |
| 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 | $585,000 | 286 |
| Number of Managed Accounts | $503,000 | 256 |
| Number of Non-Managed Accounts | $82,000 | 258 |
| Total fiduciary and related assets | $325,391,000 | 314 |
| Managed Assets ($) | $301,260,000 | 260 |
| Non-managed Assets ($) | $24,131,000 | 318 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,059,000 | 329 |
| 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 | $591,000 | 288 |
| Number of Managed Accounts | $516,000 | 255 |
| Number of Non-Managed Accounts | $75,000 | 269 |
| Total fiduciary and related assets | $322,175,000 | 313 |
| Managed Assets ($) | $300,587,000 | 255 |
| Non-managed Assets ($) | $21,588,000 | 330 |
| Memoranda | ||
| Gross Fiduciary activities income | $738,000 | 324 |
| 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 | $589,000 | 295 |
| Number of Managed Accounts | $514,000 | 258 |
| Number of Non-Managed Accounts | $75,000 | 269 |
| Total fiduciary and related assets | $323,531,000 | 310 |
| Managed Assets ($) | $302,181,000 | 255 |
| Non-managed Assets ($) | $21,350,000 | 331 |
| Memoranda | ||
| Gross Fiduciary activities income | $346,000 | 325 |
| 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 | $604,000 | 332 |
| Number of Managed Accounts | $528,000 | 274 |
| Number of Non-Managed Accounts | $76,000 | 475 |
| Total fiduciary and related assets | $347,819,000 | 301 |
| Managed Assets ($) | $332,950,000 | 239 |
| Non-managed Assets ($) | $14,869,000 | 563 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,410,000 | 313 |
| 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 | $597,000 | 287 |
| Number of Managed Accounts | $524,000 | 249 |
| Number of Non-Managed Accounts | $73,000 | 275 |
| Total fiduciary and related assets | $317,248,000 | 307 |
| Managed Assets ($) | $303,344,000 | 244 |
| Non-managed Assets ($) | $13,904,000 | 342 |
| Memoranda | ||
| Gross Fiduciary activities income | $955,000 | 337 |
| 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 | $584,000 | 296 |
| Number of Managed Accounts | $515,000 | 252 |
| Number of Non-Managed Accounts | $69,000 | 291 |
| Total fiduciary and related assets | $315,461,000 | 312 |
| Managed Assets ($) | $301,625,000 | 245 |
| Non-managed Assets ($) | $13,836,000 | 354 |
| Memoranda | ||
| Gross Fiduciary activities income | $627,000 | 338 |
| 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 | $590,000 | 295 |
| Number of Managed Accounts | $529,000 | 251 |
| Number of Non-Managed Accounts | $61,000 | 302 |
| Total fiduciary and related assets | $312,718,000 | 320 |
| Managed Assets ($) | $296,272,000 | 248 |
| Non-managed Assets ($) | $16,446,000 | 354 |
| Memoranda | ||
| Gross Fiduciary activities income | $304,000 | 349 |
| 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 | $578,000 | 354 |
| Number of Managed Accounts | $516,000 | 280 |
| Number of Non-Managed Accounts | $62,000 | 558 |
| Total fiduciary and related assets | $313,173,000 | 331 |
| Managed Assets ($) | $300,596,000 | 255 |
| Non-managed Assets ($) | $12,577,000 | 615 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,488,000 | 308 |
| 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 | $587,000 | 308 |
| Number of Managed Accounts | $584,000 | 247 |
| Number of Non-Managed Accounts | $3,000 | 417 |
| Total fiduciary and related assets | $302,997,000 | 333 |
| Managed Assets ($) | $302,392,000 | 254 |
| Non-managed Assets ($) | $605,000 | 429 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,075,000 | 324 |
| 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 | $571,000 | 312 |
| Number of Managed Accounts | $507,000 | 269 |
| Number of Non-Managed Accounts | $64,000 | 311 |
| Total fiduciary and related assets | $306,635,000 | 329 |
| Managed Assets ($) | $275,741,000 | 265 |
| Non-managed Assets ($) | $30,894,000 | 327 |
| Memoranda | ||
| Gross Fiduciary activities income | $679,000 | 337 |
| 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 | $568,000 | 319 |
| Number of Managed Accounts | $514,000 | 274 |
| Number of Non-Managed Accounts | $54,000 | 332 |
| Total fiduciary and related assets | $300,025,000 | 330 |
| Managed Assets ($) | $272,453,000 | 268 |
| Non-managed Assets ($) | $27,572,000 | 338 |
| Memoranda | ||
| Gross Fiduciary activities income | $336,000 | 344 |
| 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 | $537,000 | 392 |
| Number of Managed Accounts | $489,000 | 316 |
| Number of Non-Managed Accounts | $48,000 | 639 |
| Total fiduciary and related assets | $311,574,000 | 330 |
| Managed Assets ($) | $284,263,000 | 265 |
| Non-managed Assets ($) | $27,311,000 | 458 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,407,000 | 343 |
| 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 | $529,000 | 371 |
| Number of Managed Accounts | $465,000 | 308 |
| Number of Non-Managed Accounts | $64,000 | 526 |
| Total fiduciary and related assets | $325,762,000 | 305 |
| Managed Assets ($) | $284,963,000 | 257 |
| Non-managed Assets ($) | $40,799,000 | 374 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,400,000 | 358 |
| 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 | $1,400,000 | 358 |
| 1999-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,225,000 | 413 |
| 1998-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,090,000 | 438 |
| 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 | $1,020,000 | 467 |
| 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 | $830,000 | 565 |
| 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 | $750,000 | 612 |
| 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 | $650,000 | 651 |
| 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 | $600,000 | 703 |
| 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 | $600,000 | 704 |