Home > First Citizens Bank and Trust Company, Inc. > Fiduciary and Related Services
First Citizens Bank and Trust Company, Inc., Fiduciary and Related Services
| 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 | $1,064,000 | 204 |
| Number of Managed Accounts | $1,043,000 | 160 |
| Number of Non-Managed Accounts | $21,000 | 662 |
| Total fiduciary and related assets | $1,508,335,000 | 142 |
| Managed Assets ($) | $1,193,295,000 | 125 |
| Non-managed Assets ($) | $315,040,000 | 143 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,617,000 | 374 |
| 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 | $1,035,000 | 206 |
| Number of Managed Accounts | $1,011,000 | 164 |
| Number of Non-Managed Accounts | $24,000 | 322 |
| Total fiduciary and related assets | $1,509,827,000 | 141 |
| Managed Assets ($) | $1,187,329,000 | 124 |
| Non-managed Assets ($) | $322,498,000 | 142 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,536,000 | 169 |
| 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 | $1,021,000 | 208 |
| Number of Managed Accounts | $998,000 | 167 |
| Number of Non-Managed Accounts | $23,000 | 321 |
| Total fiduciary and related assets | $1,423,568,000 | 144 |
| Managed Assets ($) | $1,125,692,000 | 127 |
| Non-managed Assets ($) | $297,876,000 | 146 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,966,000 | 172 |
| 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 | $1,011,000 | 210 |
| Number of Managed Accounts | $988,000 | 169 |
| Number of Non-Managed Accounts | $23,000 | 325 |
| Total fiduciary and related assets | $1,378,890,000 | 146 |
| Managed Assets ($) | $1,088,896,000 | 127 |
| Non-managed Assets ($) | $289,994,000 | 146 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,440,000 | 177 |
| 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 | $1,013,000 | 218 |
| Number of Managed Accounts | $990,000 | 170 |
| Number of Non-Managed Accounts | $23,000 | 658 |
| Total fiduciary and related assets | $1,281,050,000 | 153 |
| Managed Assets ($) | $1,000,236,000 | 128 |
| Non-managed Assets ($) | $280,814,000 | 148 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,738,000 | 163 |
| 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 | $967,000 | 212 |
| Number of Managed Accounts | $944,000 | 169 |
| Number of Non-Managed Accounts | $23,000 | 318 |
| Total fiduciary and related assets | $1,216,139,000 | 153 |
| Managed Assets ($) | $948,738,000 | 129 |
| Non-managed Assets ($) | $267,401,000 | 146 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,176,000 | 161 |
| 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 | $936,000 | 212 |
| Number of Managed Accounts | $912,000 | 171 |
| Number of Non-Managed Accounts | $24,000 | 313 |
| Total fiduciary and related assets | $1,182,102,000 | 151 |
| Managed Assets ($) | $924,269,000 | 128 |
| Non-managed Assets ($) | $257,833,000 | 148 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,758,000 | 161 |
| 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 | $896,000 | 221 |
| Number of Managed Accounts | $872,000 | 174 |
| Number of Non-Managed Accounts | $24,000 | 314 |
| Total fiduciary and related assets | $1,181,547,000 | 150 |
| Managed Assets ($) | $928,389,000 | 129 |
| Non-managed Assets ($) | $253,158,000 | 148 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,364,000 | 166 |
| 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 | $859,000 | 245 |
| Number of Managed Accounts | $834,000 | 183 |
| Number of Non-Managed Accounts | $25,000 | 653 |
| Total fiduciary and related assets | $1,101,107,000 | 151 |
| Managed Assets ($) | $860,785,000 | 136 |
| Non-managed Assets ($) | $240,322,000 | 149 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,022,000 | 172 |
| 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 | $771,000 | 241 |
| Number of Managed Accounts | $745,000 | 198 |
| Number of Non-Managed Accounts | $26,000 | 299 |
| Total fiduciary and related assets | $1,079,966,000 | 152 |
| Managed Assets ($) | $840,640,000 | 138 |
| Non-managed Assets ($) | $239,326,000 | 147 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,580,000 | 175 |
| 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 | $733,000 | 251 |
| Number of Managed Accounts | $709,000 | 202 |
| Number of Non-Managed Accounts | $24,000 | 302 |
| Total fiduciary and related assets | $802,723,000 | 176 |
| Managed Assets ($) | $575,600,000 | 167 |
| Non-managed Assets ($) | $227,123,000 | 155 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,325,000 | 180 |
| 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 | $733,000 | 251 |
| Number of Managed Accounts | $704,000 | 205 |
| Number of Non-Managed Accounts | $29,000 | 294 |
| Total fiduciary and related assets | $811,134,000 | 177 |
| Managed Assets ($) | $571,632,000 | 169 |
| Non-managed Assets ($) | $239,502,000 | 149 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,143,000 | 181 |
| 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 | $731,000 | 276 |
| Number of Managed Accounts | $698,000 | 218 |
| Number of Non-Managed Accounts | $33,000 | 585 |
| Total fiduciary and related assets | $762,484,000 | 178 |
| Managed Assets ($) | $536,268,000 | 170 |
| Non-managed Assets ($) | $226,216,000 | 152 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,282,000 | 158 |
| 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 | $707,000 | 253 |
| Number of Managed Accounts | $670,000 | 211 |
| Number of Non-Managed Accounts | $37,000 | 288 |
| Total fiduciary and related assets | $728,048,000 | 179 |
| Managed Assets ($) | $504,056,000 | 170 |
| Non-managed Assets ($) | $223,992,000 | 148 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,129,000 | 159 |
| 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 | $669,000 | 264 |
| Number of Managed Accounts | $630,000 | 219 |
| Number of Non-Managed Accounts | $39,000 | 283 |
| Total fiduciary and related assets | $776,478,000 | 182 |
| Managed Assets ($) | $533,809,000 | 172 |
| Non-managed Assets ($) | $242,669,000 | 145 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,094,000 | 162 |
| 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 | $663,000 | 266 |
| Number of Managed Accounts | $622,000 | 220 |
| Number of Non-Managed Accounts | $41,000 | 282 |
| Total fiduciary and related assets | $769,704,000 | 186 |
| Managed Assets ($) | $527,372,000 | 173 |
| Non-managed Assets ($) | $242,332,000 | 150 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,017,000 | 164 |
| 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 | $649,000 | 305 |
| Number of Managed Accounts | $610,000 | 238 |
| Number of Non-Managed Accounts | $39,000 | 574 |
| Total fiduciary and related assets | $716,856,000 | 192 |
| Managed Assets ($) | $491,285,000 | 180 |
| Non-managed Assets ($) | $225,571,000 | 154 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,816,000 | 167 |
| 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 | $634,000 | 271 |
| Number of Managed Accounts | $592,000 | 224 |
| Number of Non-Managed Accounts | $42,000 | 278 |
| Total fiduciary and related assets | $686,895,000 | 191 |
| Managed Assets ($) | $473,622,000 | 181 |
| Non-managed Assets ($) | $213,273,000 | 154 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,695,000 | 173 |
| 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 | $649,000 | 271 |
| Number of Managed Accounts | $611,000 | 222 |
| Number of Non-Managed Accounts | $38,000 | 286 |
| Total fiduciary and related assets | $662,597,000 | 187 |
| Managed Assets ($) | $459,948,000 | 176 |
| Non-managed Assets ($) | $202,649,000 | 154 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,785,000 | 175 |
| 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 | $649,000 | 271 |
| Number of Managed Accounts | $612,000 | 221 |
| Number of Non-Managed Accounts | $37,000 | 291 |
| Total fiduciary and related assets | $678,412,000 | 191 |
| Managed Assets ($) | $470,782,000 | 181 |
| Non-managed Assets ($) | $207,630,000 | 162 |
| Memoranda | ||
| Gross Fiduciary activities income | $868,000 | 180 |
| 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 | $661,000 | 310 |
| Number of Managed Accounts | $626,000 | 238 |
| Number of Non-Managed Accounts | $35,000 | 618 |
| Total fiduciary and related assets | $656,918,000 | 195 |
| Managed Assets ($) | $464,752,000 | 186 |
| Non-managed Assets ($) | $192,166,000 | 171 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,537,000 | 179 |
| 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 | $673,000 | 266 |
| Number of Managed Accounts | $641,000 | 217 |
| Number of Non-Managed Accounts | $32,000 | 288 |
| Total fiduciary and related assets | $646,922,000 | 199 |
| Managed Assets ($) | $459,416,000 | 188 |
| Non-managed Assets ($) | $187,506,000 | 158 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,494,000 | 183 |
| 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 | $667,000 | 269 |
| Number of Managed Accounts | $635,000 | 218 |
| Number of Non-Managed Accounts | $32,000 | 295 |
| Total fiduciary and related assets | $572,884,000 | 206 |
| Managed Assets ($) | $406,061,000 | 202 |
| Non-managed Assets ($) | $166,823,000 | 165 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,577,000 | 190 |
| 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 | $674,000 | 266 |
| Number of Managed Accounts | $639,000 | 219 |
| Number of Non-Managed Accounts | $35,000 | 286 |
| Total fiduciary and related assets | $516,059,000 | 216 |
| Managed Assets ($) | $368,201,000 | 209 |
| Non-managed Assets ($) | $147,858,000 | 167 |
| Memoranda | ||
| Gross Fiduciary activities income | $731,000 | 198 |
| 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 | $681,000 | 306 |
| Number of Managed Accounts | $640,000 | 237 |
| Number of Non-Managed Accounts | $41,000 | 584 |
| Total fiduciary and related assets | $533,670,000 | 218 |
| Managed Assets ($) | $376,018,000 | 214 |
| Non-managed Assets ($) | $157,652,000 | 174 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,213,000 | 200 |
| 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 | $650,000 | 272 |
| Number of Managed Accounts | $608,000 | 225 |
| Number of Non-Managed Accounts | $42,000 | 293 |
| Total fiduciary and related assets | $554,722,000 | 220 |
| Managed Assets ($) | $370,268,000 | 224 |
| Non-managed Assets ($) | $184,454,000 | 171 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,261,000 | 214 |
| 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 | $654,000 | 279 |
| Number of Managed Accounts | $502,000 | 258 |
| Number of Non-Managed Accounts | $152,000 | 190 |
| Total fiduciary and related assets | $577,732,000 | 230 |
| Managed Assets ($) | $358,264,000 | 236 |
| Non-managed Assets ($) | $219,468,000 | 167 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,485,000 | 219 |
| 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 | $639,000 | 283 |
| Number of Managed Accounts | $489,000 | 265 |
| Number of Non-Managed Accounts | $150,000 | 192 |
| Total fiduciary and related assets | $567,399,000 | 240 |
| Managed Assets ($) | $348,202,000 | 245 |
| Non-managed Assets ($) | $219,197,000 | 172 |
| Memoranda | ||
| Gross Fiduciary activities income | $692,000 | 230 |
| 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 | $628,000 | 319 |
| Number of Managed Accounts | $467,000 | 294 |
| Number of Non-Managed Accounts | $161,000 | 268 |
| Total fiduciary and related assets | $569,710,000 | 242 |
| Managed Assets ($) | $337,402,000 | 254 |
| Non-managed Assets ($) | $232,308,000 | 169 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,966,000 | 220 |
| 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 | $620,000 | 277 |
| Number of Managed Accounts | $453,000 | 264 |
| Number of Non-Managed Accounts | $167,000 | 176 |
| Total fiduciary and related assets | $551,770,000 | 241 |
| Managed Assets ($) | $320,587,000 | 258 |
| Non-managed Assets ($) | $231,183,000 | 167 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,026,000 | 228 |
| 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 | $613,000 | 286 |
| Number of Managed Accounts | $445,000 | 268 |
| Number of Non-Managed Accounts | $168,000 | 182 |
| Total fiduciary and related assets | $551,081,000 | 251 |
| Managed Assets ($) | $319,733,000 | 265 |
| Non-managed Assets ($) | $231,348,000 | 170 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,393,000 | 229 |
| 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 | $604,000 | 288 |
| Number of Managed Accounts | $425,000 | 277 |
| Number of Non-Managed Accounts | $179,000 | 177 |
| Total fiduciary and related assets | $520,578,000 | 254 |
| Managed Assets ($) | $295,520,000 | 271 |
| Non-managed Assets ($) | $225,058,000 | 169 |
| Memoranda | ||
| Gross Fiduciary activities income | $612,000 | 251 |
| 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 | $625,000 | 320 |
| Number of Managed Accounts | $424,000 | 309 |
| Number of Non-Managed Accounts | $201,000 | 237 |
| Total fiduciary and related assets | $507,659,000 | 256 |
| Managed Assets ($) | $289,834,000 | 277 |
| Non-managed Assets ($) | $217,825,000 | 171 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,543,000 | 225 |
| 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 | $631,000 | 287 |
| Number of Managed Accounts | $426,000 | 275 |
| Number of Non-Managed Accounts | $205,000 | 178 |
| Total fiduciary and related assets | $476,412,000 | 265 |
| Managed Assets ($) | $267,819,000 | 284 |
| Non-managed Assets ($) | $208,593,000 | 180 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,744,000 | 252 |
| 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 | $631,000 | 290 |
| Number of Managed Accounts | $426,000 | 281 |
| Number of Non-Managed Accounts | $205,000 | 185 |
| Total fiduciary and related assets | $457,814,000 | 271 |
| Managed Assets ($) | $262,481,000 | 288 |
| Non-managed Assets ($) | $195,333,000 | 192 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,140,000 | 259 |
| 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 | $627,000 | 291 |
| Number of Managed Accounts | $420,000 | 288 |
| Number of Non-Managed Accounts | $207,000 | 188 |
| Total fiduciary and related assets | $452,100,000 | 281 |
| Managed Assets ($) | $250,476,000 | 293 |
| Non-managed Assets ($) | $201,624,000 | 192 |
| Memoranda | ||
| Gross Fiduciary activities income | $499,000 | 278 |
| 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 | $630,000 | 323 |
| Number of Managed Accounts | $413,000 | 335 |
| Number of Non-Managed Accounts | $217,000 | 240 |
| Total fiduciary and related assets | $448,052,000 | 274 |
| Managed Assets ($) | $255,534,000 | 291 |
| Non-managed Assets ($) | $192,518,000 | 202 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,386,000 | 240 |
| 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 | $626,000 | 277 |
| Number of Managed Accounts | $413,000 | 281 |
| Number of Non-Managed Accounts | $213,000 | 177 |
| Total fiduciary and related assets | $429,732,000 | 275 |
| Managed Assets ($) | $239,258,000 | 287 |
| Non-managed Assets ($) | $190,474,000 | 195 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,732,000 | 240 |
| 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 | $636,000 | 280 |
| Number of Managed Accounts | $422,000 | 284 |
| Number of Non-Managed Accounts | $214,000 | 176 |
| Total fiduciary and related assets | $425,878,000 | 270 |
| Managed Assets ($) | $251,054,000 | 284 |
| Non-managed Assets ($) | $174,824,000 | 202 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,082,000 | 255 |
| 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 | $633,000 | 284 |
| Number of Managed Accounts | $418,000 | 292 |
| Number of Non-Managed Accounts | $215,000 | 177 |
| Total fiduciary and related assets | $412,396,000 | 276 |
| Managed Assets ($) | $238,701,000 | 289 |
| Non-managed Assets ($) | $173,695,000 | 202 |
| Memoranda | ||
| Gross Fiduciary activities income | $522,000 | 262 |
| 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 | $665,000 | 306 |
| Number of Managed Accounts | $438,000 | 315 |
| Number of Non-Managed Accounts | $227,000 | 239 |
| Total fiduciary and related assets | $398,162,000 | 284 |
| Managed Assets ($) | $223,913,000 | 306 |
| Non-managed Assets ($) | $174,249,000 | 206 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,425,000 | 226 |
| 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 | $701,000 | 257 |
| Number of Managed Accounts | $455,000 | 273 |
| Number of Non-Managed Accounts | $246,000 | 165 |
| Total fiduciary and related assets | $367,716,000 | 288 |
| Managed Assets ($) | $209,347,000 | 305 |
| Non-managed Assets ($) | $158,369,000 | 208 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,775,000 | 231 |
| 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 | $696,000 | 261 |
| Number of Managed Accounts | $440,000 | 279 |
| Number of Non-Managed Accounts | $256,000 | 165 |
| Total fiduciary and related assets | $393,118,000 | 274 |
| Managed Assets ($) | $233,215,000 | 292 |
| Non-managed Assets ($) | $159,903,000 | 210 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,179,000 | 235 |
| 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 | $697,000 | 263 |
| Number of Managed Accounts | $432,000 | 282 |
| Number of Non-Managed Accounts | $265,000 | 164 |
| Total fiduciary and related assets | $413,253,000 | 274 |
| Managed Assets ($) | $241,309,000 | 294 |
| Non-managed Assets ($) | $171,944,000 | 205 |
| Memoranda | ||
| Gross Fiduciary activities income | $591,000 | 239 |
| 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 | $788,000 | 286 |
| Number of Managed Accounts | $488,000 | 295 |
| Number of Non-Managed Accounts | $300,000 | 213 |
| Total fiduciary and related assets | $429,323,000 | 278 |
| Managed Assets ($) | $253,363,000 | 282 |
| Non-managed Assets ($) | $175,960,000 | 214 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,578,000 | 222 |
| 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 | $789,000 | 261 |
| Number of Managed Accounts | $489,000 | 274 |
| Number of Non-Managed Accounts | $300,000 | 169 |
| Total fiduciary and related assets | $405,005,000 | 288 |
| Managed Assets ($) | $237,924,000 | 289 |
| Non-managed Assets ($) | $167,081,000 | 214 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,772,000 | 246 |
| 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 | $802,000 | 263 |
| Number of Managed Accounts | $500,000 | 271 |
| Number of Non-Managed Accounts | $302,000 | 174 |
| Total fiduciary and related assets | $400,813,000 | 293 |
| Managed Assets ($) | $243,333,000 | 284 |
| Non-managed Assets ($) | $157,480,000 | 217 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,170,000 | 252 |
| 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 | $717,000 | 283 |
| Number of Managed Accounts | $443,000 | 294 |
| Number of Non-Managed Accounts | $274,000 | 184 |
| Total fiduciary and related assets | $361,638,000 | 304 |
| Managed Assets ($) | $216,744,000 | 301 |
| Non-managed Assets ($) | $144,894,000 | 224 |
| Memoranda | ||
| Gross Fiduciary activities income | $629,000 | 243 |
| 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 | $743,000 | 312 |
| Number of Managed Accounts | $461,000 | 331 |
| Number of Non-Managed Accounts | $282,000 | 238 |
| Total fiduciary and related assets | $354,261,000 | 309 |
| Managed Assets ($) | $208,361,000 | 320 |
| Non-managed Assets ($) | $145,900,000 | 232 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,473,000 | 252 |
| 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 | $732,000 | 298 |
| Number of Managed Accounts | $449,000 | 317 |
| Number of Non-Managed Accounts | $283,000 | 232 |
| Total fiduciary and related assets | $389,253,000 | 285 |
| Managed Assets ($) | $194,882,000 | 333 |
| Non-managed Assets ($) | $194,371,000 | 194 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,802,000 | 239 |
| 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 | $2,607,000 | 250 |
| 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 | $2,049,000 | 325 |
| 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 | $1,547,000 | 366 |
| 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 | $1,326,000 | 403 |
| 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 | $977,000 | 515 |
| 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 | $813,000 | 585 |
| 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 | $837,000 | 567 |
| 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 | $732,000 | 635 |
| 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 | $649,000 | 677 |