Home > First Command Bank > Fiduciary and Related Services
First Command Bank, Fiduciary and Related Services
| 2024-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 6 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,128,000 | 102 |
| Number of Managed Accounts | $3,127,000 | 76 |
| Number of Non-Managed Accounts | $1,000 | 770 |
| Total fiduciary and related assets | $3,200,337,000 | 151 |
| Managed Assets ($) | $3,146,168,000 | 111 |
| Non-managed Assets ($) | $54,169,000 | 349 |
| Memoranda | ||
| Gross Fiduciary activities income | $28,114,000 | 106 |
| 2024-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 3 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,061,000 | 103 |
| Number of Managed Accounts | $3,060,000 | 78 |
| Number of Non-Managed Accounts | $1,000 | 361 |
| Total fiduciary and related assets | $3,179,749,000 | 147 |
| Managed Assets ($) | $3,130,999,000 | 111 |
| Non-managed Assets ($) | $48,750,000 | 284 |
| Memoranda | ||
| Gross Fiduciary activities income | $20,627,000 | 108 |
| 2024-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 2 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,981,000 | 105 |
| Number of Managed Accounts | $2,980,000 | 82 |
| Number of Non-Managed Accounts | $1,000 | 430 |
| Total fiduciary and related assets | $2,945,029,000 | 152 |
| Managed Assets ($) | $2,896,899,000 | 113 |
| Non-managed Assets ($) | $48,130,000 | 328 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,329,000 | 117 |
| 2024-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 7 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,917,000 | 106 |
| Number of Managed Accounts | $2,916,000 | 82 |
| Number of Non-Managed Accounts | $1,000 | 365 |
| Total fiduciary and related assets | $2,879,264,000 | 154 |
| Managed Assets ($) | $2,831,546,000 | 115 |
| Non-managed Assets ($) | $47,718,000 | 285 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,540,000 | 107 |
| 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 | $2,822,000 | 107 |
| Number of Managed Accounts | $2,821,000 | 80 |
| Number of Non-Managed Accounts | $1,000 | 775 |
| Total fiduciary and related assets | $2,684,861,000 | 152 |
| Managed Assets ($) | $2,637,763,000 | 113 |
| Non-managed Assets ($) | $47,098,000 | 361 |
| Memoranda | ||
| Gross Fiduciary activities income | $23,338,000 | 107 |
| 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 | $2,722,000 | 109 |
| Number of Managed Accounts | $2,721,000 | 80 |
| Number of Non-Managed Accounts | $1,000 | 361 |
| Total fiduciary and related assets | $2,411,035,000 | 159 |
| Managed Assets ($) | $2,368,127,000 | 120 |
| Non-managed Assets ($) | $42,908,000 | 278 |
| Memoranda | ||
| Gross Fiduciary activities income | $17,289,000 | 108 |
| 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 | $2,633,000 | 108 |
| Number of Managed Accounts | $2,632,000 | 80 |
| Number of Non-Managed Accounts | $1,000 | 426 |
| Total fiduciary and related assets | $2,446,812,000 | 157 |
| Managed Assets ($) | $2,404,062,000 | 117 |
| Non-managed Assets ($) | $42,750,000 | 319 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,301,000 | 105 |
| 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 | $2,564,000 | 118 |
| Number of Managed Accounts | $2,563,000 | 89 |
| Number of Non-Managed Accounts | $1,000 | 367 |
| Total fiduciary and related assets | $2,334,950,000 | 168 |
| Managed Assets ($) | $2,292,894,000 | 128 |
| Non-managed Assets ($) | $42,056,000 | 286 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,579,000 | 112 |
| 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 | $2,513,000 | 119 |
| Number of Managed Accounts | $2,512,000 | 93 |
| Number of Non-Managed Accounts | $1,000 | 816 |
| Total fiduciary and related assets | $2,218,024,000 | 169 |
| Managed Assets ($) | $2,176,654,000 | 131 |
| Non-managed Assets ($) | $41,370,000 | 374 |
| Memoranda | ||
| Gross Fiduciary activities income | $20,975,000 | 114 |
| 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 | $2,433,000 | 119 |
| Number of Managed Accounts | $2,432,000 | 94 |
| Number of Non-Managed Accounts | $1,000 | 376 |
| Total fiduciary and related assets | $2,017,844,000 | 168 |
| Managed Assets ($) | $1,980,690,000 | 130 |
| Non-managed Assets ($) | $37,154,000 | 302 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,769,000 | 116 |
| 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 | $2,363,000 | 108 |
| Number of Managed Accounts | $2,362,000 | 89 |
| Number of Non-Managed Accounts | $1,000 | 404 |
| Total fiduciary and related assets | $2,064,265,000 | 142 |
| Managed Assets ($) | $2,027,388,000 | 111 |
| Non-managed Assets ($) | $36,877,000 | 309 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,530,000 | 97 |
| 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 | $2,276,000 | 113 |
| Number of Managed Accounts | $2,276,000 | 96 |
| Number of Non-Managed Accounts | $0 | 347 |
| Total fiduciary and related assets | $2,225,354,000 | 146 |
| Managed Assets ($) | $2,225,354,000 | 111 |
| Non-managed Assets ($) | $0 | 346 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,308,000 | 100 |
| 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 | $2,192,000 | 118 |
| Number of Managed Accounts | $2,192,000 | 98 |
| Number of Non-Managed Accounts | $0 | 847 |
| Total fiduciary and related assets | $2,274,206,000 | 146 |
| Managed Assets ($) | $2,274,206,000 | 110 |
| Non-managed Assets ($) | $0 | 841 |
| Memoranda | ||
| Gross Fiduciary activities income | $19,655,000 | 103 |
| 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 | $2,105,000 | 120 |
| Number of Managed Accounts | $2,105,000 | 101 |
| Number of Non-Managed Accounts | $0 | 330 |
| Total fiduciary and related assets | $2,093,464,000 | 151 |
| Managed Assets ($) | $2,093,464,000 | 116 |
| Non-managed Assets ($) | $0 | 330 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,570,000 | 103 |
| 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 | $2,023,000 | 129 |
| Number of Managed Accounts | $2,023,000 | 105 |
| Number of Non-Managed Accounts | $0 | 396 |
| Total fiduciary and related assets | $2,055,867,000 | 154 |
| Managed Assets ($) | $2,055,867,000 | 119 |
| Non-managed Assets ($) | $0 | 395 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,349,000 | 106 |
| 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 | $1,963,000 | 133 |
| Number of Managed Accounts | $1,963,000 | 109 |
| Number of Non-Managed Accounts | $0 | 333 |
| Total fiduciary and related assets | $1,904,856,000 | 156 |
| Managed Assets ($) | $1,904,856,000 | 121 |
| Non-managed Assets ($) | $0 | 332 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,698,000 | 107 |
| 2020-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,874,000 | 140 |
| Number of Managed Accounts | $1,874,000 | 112 |
| Number of Non-Managed Accounts | $0 | 874 |
| Total fiduciary and related assets | $1,773,225,000 | 160 |
| Managed Assets ($) | $1,773,225,000 | 126 |
| Non-managed Assets ($) | $0 | 869 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,353,000 | 110 |
| 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 | $1,786,000 | 143 |
| Number of Managed Accounts | $1,786,000 | 114 |
| Number of Non-Managed Accounts | $0 | 335 |
| Total fiduciary and related assets | $1,554,794,000 | 163 |
| Managed Assets ($) | $1,554,794,000 | 127 |
| Non-managed Assets ($) | $0 | 335 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,172,000 | 111 |
| 2020-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,737,000 | 147 |
| Number of Managed Accounts | $1,737,000 | 121 |
| Number of Non-Managed Accounts | $0 | 391 |
| Total fiduciary and related assets | $1,440,679,000 | 171 |
| Managed Assets ($) | $1,440,679,000 | 134 |
| Non-managed Assets ($) | $0 | 391 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,139,000 | 114 |
| 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 | $1,680,000 | 151 |
| Number of Managed Accounts | $1,680,000 | 124 |
| Number of Non-Managed Accounts | $0 | 338 |
| Total fiduciary and related assets | $1,256,206,000 | 175 |
| Managed Assets ($) | $1,256,206,000 | 141 |
| Non-managed Assets ($) | $0 | 338 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,638,000 | 115 |
| 2019-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,629,000 | 159 |
| Number of Managed Accounts | $1,629,000 | 132 |
| Number of Non-Managed Accounts | $0 | 902 |
| Total fiduciary and related assets | $1,436,309,000 | 175 |
| Managed Assets ($) | $1,436,309,000 | 139 |
| Non-managed Assets ($) | $0 | 897 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,387,000 | 121 |
| 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 | $1,578,000 | 156 |
| Number of Managed Accounts | $1,578,000 | 133 |
| Number of Non-Managed Accounts | $0 | 341 |
| Total fiduciary and related assets | $1,317,795,000 | 183 |
| Managed Assets ($) | $1,317,795,000 | 145 |
| Non-managed Assets ($) | $0 | 341 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,900,000 | 122 |
| 2019-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,541,000 | 158 |
| Number of Managed Accounts | $1,541,000 | 137 |
| Number of Non-Managed Accounts | $0 | 381 |
| Total fiduciary and related assets | $1,309,280,000 | 181 |
| Managed Assets ($) | $1,309,280,000 | 144 |
| Non-managed Assets ($) | $0 | 381 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,380,000 | 124 |
| 2019-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,536,000 | 160 |
| Number of Managed Accounts | $1,536,000 | 135 |
| Number of Non-Managed Accounts | $0 | 384 |
| Total fiduciary and related assets | $1,264,662,000 | 183 |
| Managed Assets ($) | $1,264,662,000 | 145 |
| Non-managed Assets ($) | $0 | 384 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,111,000 | 126 |
| 2018-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,493,000 | 162 |
| Number of Managed Accounts | $1,493,000 | 132 |
| Number of Non-Managed Accounts | $0 | 932 |
| Total fiduciary and related assets | $1,120,364,000 | 188 |
| Managed Assets ($) | $1,120,364,000 | 148 |
| Non-managed Assets ($) | $0 | 927 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,603,000 | 129 |
| 2018-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,441,000 | 162 |
| Number of Managed Accounts | $1,441,000 | 133 |
| Number of Non-Managed Accounts | $0 | 388 |
| Total fiduciary and related assets | $1,195,475,000 | 186 |
| Managed Assets ($) | $1,195,475,000 | 149 |
| Non-managed Assets ($) | $0 | 388 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,674,000 | 127 |
| 2018-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,404,000 | 167 |
| Number of Managed Accounts | $1,404,000 | 140 |
| Number of Non-Managed Accounts | $0 | 391 |
| Total fiduciary and related assets | $1,133,266,000 | 187 |
| Managed Assets ($) | $1,133,266,000 | 148 |
| Non-managed Assets ($) | $0 | 391 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,751,000 | 125 |
| 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 | $1,367,000 | 171 |
| Number of Managed Accounts | $1,367,000 | 142 |
| Number of Non-Managed Accounts | $0 | 394 |
| Total fiduciary and related assets | $1,103,873,000 | 190 |
| Managed Assets ($) | $1,103,873,000 | 148 |
| Non-managed Assets ($) | $0 | 394 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,774,000 | 130 |
| 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 | $1,320,000 | 180 |
| Number of Managed Accounts | $1,320,000 | 149 |
| Number of Non-Managed Accounts | $0 | 965 |
| Total fiduciary and related assets | $1,080,634,000 | 199 |
| Managed Assets ($) | $1,080,634,000 | 152 |
| Non-managed Assets ($) | $0 | 958 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,025,000 | 132 |
| 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 | $1,265,000 | 182 |
| Number of Managed Accounts | $1,265,000 | 150 |
| Number of Non-Managed Accounts | $0 | 384 |
| Total fiduciary and related assets | $1,003,129,000 | 200 |
| Managed Assets ($) | $1,003,129,000 | 157 |
| Non-managed Assets ($) | $0 | 384 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,279,000 | 133 |
| 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 | $1,224,000 | 185 |
| Number of Managed Accounts | $1,224,000 | 150 |
| Number of Non-Managed Accounts | $0 | 386 |
| Total fiduciary and related assets | $959,053,000 | 199 |
| Managed Assets ($) | $959,053,000 | 155 |
| Non-managed Assets ($) | $0 | 386 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,727,000 | 135 |
| 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 | $1,190,000 | 183 |
| Number of Managed Accounts | $1,190,000 | 153 |
| Number of Non-Managed Accounts | $0 | 388 |
| Total fiduciary and related assets | $924,118,000 | 200 |
| Managed Assets ($) | $924,118,000 | 155 |
| Non-managed Assets ($) | $0 | 388 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,387,000 | 134 |
| 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 | $1,134,000 | 197 |
| Number of Managed Accounts | $1,134,000 | 156 |
| Number of Non-Managed Accounts | $0 | 999 |
| Total fiduciary and related assets | $844,808,000 | 202 |
| Managed Assets ($) | $844,808,000 | 163 |
| Non-managed Assets ($) | $0 | 989 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,078,000 | 149 |
| 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 | $1,102,000 | 197 |
| Number of Managed Accounts | $1,102,000 | 158 |
| Number of Non-Managed Accounts | $0 | 399 |
| Total fiduciary and related assets | $807,123,000 | 208 |
| Managed Assets ($) | $807,123,000 | 165 |
| Non-managed Assets ($) | $0 | 397 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,973,000 | 148 |
| 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 | $1,050,000 | 204 |
| Number of Managed Accounts | $1,050,000 | 165 |
| Number of Non-Managed Accounts | $0 | 404 |
| Total fiduciary and related assets | $746,065,000 | 219 |
| Managed Assets ($) | $746,065,000 | 176 |
| Non-managed Assets ($) | $0 | 403 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,862,000 | 148 |
| 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 | $1,015,000 | 207 |
| Number of Managed Accounts | $1,015,000 | 166 |
| Number of Non-Managed Accounts | $0 | 403 |
| Total fiduciary and related assets | $714,853,000 | 221 |
| Managed Assets ($) | $714,853,000 | 177 |
| Non-managed Assets ($) | $0 | 403 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,921,000 | 147 |
| 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 | $979,000 | 220 |
| Number of Managed Accounts | $979,000 | 172 |
| Number of Non-Managed Accounts | $0 | 1,030 |
| Total fiduciary and related assets | $682,604,000 | 225 |
| Managed Assets ($) | $682,604,000 | 178 |
| Non-managed Assets ($) | $0 | 1,021 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,732,000 | 166 |
| 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 | $956,000 | 218 |
| Number of Managed Accounts | $956,000 | 173 |
| Number of Non-Managed Accounts | $0 | 398 |
| Total fiduciary and related assets | $645,542,000 | 231 |
| Managed Assets ($) | $645,542,000 | 180 |
| Non-managed Assets ($) | $0 | 397 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,930,000 | 167 |
| 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 | $894,000 | 230 |
| Number of Managed Accounts | $894,000 | 186 |
| Number of Non-Managed Accounts | $0 | 403 |
| Total fiduciary and related assets | $637,129,000 | 243 |
| Managed Assets ($) | $637,129,000 | 189 |
| Non-managed Assets ($) | $0 | 401 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,222,000 | 173 |
| 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 | $848,000 | 238 |
| Number of Managed Accounts | $848,000 | 192 |
| Number of Non-Managed Accounts | $0 | 403 |
| Total fiduciary and related assets | $604,070,000 | 251 |
| Managed Assets ($) | $604,070,000 | 199 |
| Non-managed Assets ($) | $0 | 402 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,561,000 | 179 |
| 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 | $817,000 | 249 |
| Number of Managed Accounts | $817,000 | 198 |
| Number of Non-Managed Accounts | $0 | 1,082 |
| Total fiduciary and related assets | $579,164,000 | 258 |
| Managed Assets ($) | $579,164,000 | 204 |
| Non-managed Assets ($) | $0 | 1,074 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,413,000 | 185 |
| 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 | $776,000 | 251 |
| Number of Managed Accounts | $776,000 | 203 |
| Number of Non-Managed Accounts | $0 | 402 |
| Total fiduciary and related assets | $552,142,000 | 261 |
| Managed Assets ($) | $552,142,000 | 209 |
| Non-managed Assets ($) | $0 | 400 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,950,000 | 188 |
| 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 | $731,000 | 263 |
| Number of Managed Accounts | $731,000 | 217 |
| Number of Non-Managed Accounts | $0 | 404 |
| Total fiduciary and related assets | $531,744,000 | 264 |
| Managed Assets ($) | $531,744,000 | 218 |
| Non-managed Assets ($) | $0 | 402 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,565,000 | 193 |
| 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 | $691,000 | 271 |
| Number of Managed Accounts | $691,000 | 221 |
| Number of Non-Managed Accounts | $0 | 408 |
| Total fiduciary and related assets | $485,658,000 | 270 |
| Managed Assets ($) | $485,658,000 | 229 |
| Non-managed Assets ($) | $0 | 406 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,245,000 | 198 |
| 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 | $653,000 | 302 |
| Number of Managed Accounts | $653,000 | 239 |
| Number of Non-Managed Accounts | $0 | 1,110 |
| Total fiduciary and related assets | $447,257,000 | 285 |
| Managed Assets ($) | $447,257,000 | 237 |
| Non-managed Assets ($) | $0 | 1,098 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,910,000 | 220 |
| 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 | $615,000 | 281 |
| Number of Managed Accounts | $615,000 | 237 |
| Number of Non-Managed Accounts | $0 | 390 |
| Total fiduciary and related assets | $411,645,000 | 291 |
| Managed Assets ($) | $411,645,000 | 239 |
| Non-managed Assets ($) | $0 | 388 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,792,000 | 225 |
| 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 | $590,000 | 283 |
| Number of Managed Accounts | $590,000 | 237 |
| Number of Non-Managed Accounts | $0 | 391 |
| Total fiduciary and related assets | $368,995,000 | 302 |
| Managed Assets ($) | $368,995,000 | 248 |
| Non-managed Assets ($) | $0 | 389 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,786,000 | 231 |
| 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 | $577,000 | 290 |
| Number of Managed Accounts | $577,000 | 242 |
| Number of Non-Managed Accounts | $0 | 394 |
| Total fiduciary and related assets | $353,668,000 | 305 |
| Managed Assets ($) | $353,668,000 | 254 |
| Non-managed Assets ($) | $0 | 392 |
| Memoranda | ||
| Gross Fiduciary activities income | $806,000 | 244 |
| 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 | $546,000 | 337 |
| Number of Managed Accounts | $546,000 | 264 |
| Number of Non-Managed Accounts | $0 | 1,135 |
| Total fiduciary and related assets | $311,295,000 | 327 |
| Managed Assets ($) | $311,295,000 | 272 |
| Non-managed Assets ($) | $0 | 1,126 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,712,000 | 256 |
| 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 | $496,000 | 301 |
| Number of Managed Accounts | $496,000 | 260 |
| Number of Non-Managed Accounts | $0 | 373 |
| Total fiduciary and related assets | $278,110,000 | 338 |
| Managed Assets ($) | $278,110,000 | 285 |
| Non-managed Assets ($) | $0 | 370 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,994,000 | 261 |
| 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 | $484,000 | 304 |
| Number of Managed Accounts | $484,000 | 257 |
| Number of Non-Managed Accounts | $0 | 373 |
| Total fiduciary and related assets | $263,156,000 | 342 |
| Managed Assets ($) | $263,156,000 | 284 |
| Non-managed Assets ($) | $0 | 372 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,336,000 | 257 |
| 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 | $485,000 | 301 |
| Number of Managed Accounts | $485,000 | 254 |
| Number of Non-Managed Accounts | $0 | 372 |
| Total fiduciary and related assets | $262,389,000 | 345 |
| Managed Assets ($) | $262,389,000 | 287 |
| Non-managed Assets ($) | $0 | 371 |
| Memoranda | ||
| Gross Fiduciary activities income | $647,000 | 264 |
| 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 | $473,000 | 373 |
| Number of Managed Accounts | $473,000 | 283 |
| Number of Non-Managed Accounts | $0 | 1,166 |
| Total fiduciary and related assets | $240,876,000 | 364 |
| Managed Assets ($) | $240,876,000 | 297 |
| Non-managed Assets ($) | $0 | 1,160 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $463,000 | 307 |
| Number of Managed Accounts | $463,000 | 257 |
| Number of Non-Managed Accounts | $0 | 395 |
| Total fiduciary and related assets | $218,085,000 | 348 |
| Managed Assets ($) | $218,085,000 | 295 |
| Non-managed Assets ($) | $0 | 393 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $450,000 | 314 |
| Number of Managed Accounts | $450,000 | 262 |
| Number of Non-Managed Accounts | $0 | 400 |
| Total fiduciary and related assets | $232,530,000 | 353 |
| Managed Assets ($) | $232,530,000 | 300 |
| Non-managed Assets ($) | $0 | 398 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $434,000 | 322 |
| Number of Managed Accounts | $434,000 | 270 |
| Number of Non-Managed Accounts | $0 | 404 |
| Total fiduciary and related assets | $226,739,000 | 359 |
| Managed Assets ($) | $226,739,000 | 308 |
| Non-managed Assets ($) | $0 | 403 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $438,000 | 398 |
| Number of Managed Accounts | $438,000 | 310 |
| Number of Non-Managed Accounts | $0 | 1,219 |
| Total fiduciary and related assets | $211,321,000 | 395 |
| Managed Assets ($) | $211,321,000 | 325 |
| Non-managed Assets ($) | $0 | 1,212 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $433,000 | 305 |
| Number of Managed Accounts | $433,000 | 265 |
| Number of Non-Managed Accounts | $0 | 391 |
| Total fiduciary and related assets | $193,700,000 | 350 |
| Managed Assets ($) | $193,700,000 | 304 |
| Non-managed Assets ($) | $0 | 389 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $428,000 | 310 |
| Number of Managed Accounts | $428,000 | 271 |
| Number of Non-Managed Accounts | $0 | 394 |
| Total fiduciary and related assets | $173,856,000 | 355 |
| Managed Assets ($) | $173,856,000 | 309 |
| Non-managed Assets ($) | $0 | 392 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $423,000 | 314 |
| Number of Managed Accounts | $423,000 | 272 |
| Number of Non-Managed Accounts | $0 | 401 |
| Total fiduciary and related assets | $180,852,000 | 362 |
| Managed Assets ($) | $180,852,000 | 310 |
| Non-managed Assets ($) | $0 | 399 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $415,000 | 419 |
| Number of Managed Accounts | $415,000 | 322 |
| Number of Non-Managed Accounts | $0 | 1,248 |
| Total fiduciary and related assets | $162,170,000 | 446 |
| Managed Assets ($) | $162,170,000 | 361 |
| Non-managed Assets ($) | $0 | 1,242 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $415,000 | 314 |
| Number of Managed Accounts | $415,000 | 271 |
| Number of Non-Managed Accounts | $0 | 386 |
| Total fiduciary and related assets | $156,790,000 | 352 |
| Managed Assets ($) | $156,790,000 | 312 |
| Non-managed Assets ($) | $0 | 385 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $409,000 | 319 |
| Number of Managed Accounts | $409,000 | 275 |
| Number of Non-Managed Accounts | $0 | 393 |
| Total fiduciary and related assets | $142,155,000 | 357 |
| Managed Assets ($) | $142,155,000 | 319 |
| Non-managed Assets ($) | $0 | 391 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $412,000 | 318 |
| Number of Managed Accounts | $412,000 | 274 |
| Number of Non-Managed Accounts | $0 | 393 |
| Total fiduciary and related assets | $121,467,000 | 368 |
| Managed Assets ($) | $121,467,000 | 327 |
| Non-managed Assets ($) | $0 | 392 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $400,000 | 438 |
| Number of Managed Accounts | $400,000 | 329 |
| Number of Non-Managed Accounts | $0 | 1,251 |
| Total fiduciary and related assets | $110,952,000 | 533 |
| Managed Assets ($) | $110,952,000 | 441 |
| Non-managed Assets ($) | $0 | 1,241 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $403,000 | 335 |
| Number of Managed Accounts | $401,000 | 287 |
| Number of Non-Managed Accounts | $2,000 | 410 |
| Total fiduciary and related assets | $127,087,000 | 390 |
| Managed Assets ($) | $127,016,000 | 351 |
| Non-managed Assets ($) | $71,000 | 418 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $394,000 | 343 |
| Number of Managed Accounts | $392,000 | 293 |
| Number of Non-Managed Accounts | $2,000 | 415 |
| Total fiduciary and related assets | $116,401,000 | 398 |
| Managed Assets ($) | $116,325,000 | 360 |
| Non-managed Assets ($) | $76,000 | 424 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $395,000 | 345 |
| Number of Managed Accounts | $393,000 | 295 |
| Number of Non-Managed Accounts | $2,000 | 419 |
| Total fiduciary and related assets | $109,031,000 | 408 |
| Managed Assets ($) | $108,949,000 | 372 |
| Non-managed Assets ($) | $82,000 | 429 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $382,000 | 460 |
| Number of Managed Accounts | $379,000 | 342 |
| Number of Non-Managed Accounts | $3,000 | 1,101 |
| Total fiduciary and related assets | $101,323,000 | 598 |
| Managed Assets ($) | $101,025,000 | 506 |
| Non-managed Assets ($) | $298,000 | 1,149 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $373,000 | 338 |
| Number of Managed Accounts | $370,000 | 291 |
| Number of Non-Managed Accounts | $3,000 | 398 |
| Total fiduciary and related assets | $90,294,000 | 396 |
| Managed Assets ($) | $89,983,000 | 366 |
| Non-managed Assets ($) | $311,000 | 409 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $345,000 | 349 |
| Number of Managed Accounts | $345,000 | 300 |
| Number of Non-Managed Accounts | $0 | 422 |
| Total fiduciary and related assets | $67,550,000 | 410 |
| Managed Assets ($) | $67,550,000 | 380 |
| Non-managed Assets ($) | $0 | 421 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $334,000 | 352 |
| Number of Managed Accounts | $334,000 | 301 |
| Number of Non-Managed Accounts | $0 | 425 |
| Total fiduciary and related assets | $57,053,000 | 414 |
| Managed Assets ($) | $57,053,000 | 381 |
| Non-managed Assets ($) | $0 | 424 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $343,000 | 469 |
| Number of Managed Accounts | $343,000 | 355 |
| Number of Non-Managed Accounts | $0 | 1,332 |
| Total fiduciary and related assets | $51,672,000 | 786 |
| Managed Assets ($) | $51,672,000 | 669 |
| Non-managed Assets ($) | $0 | 1,321 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $335,000 | 345 |
| Number of Managed Accounts | $335,000 | 297 |
| Number of Non-Managed Accounts | $0 | 409 |
| Total fiduciary and related assets | $45,077,000 | 400 |
| Managed Assets ($) | $45,077,000 | 367 |
| Non-managed Assets ($) | $0 | 408 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $339,000 | 352 |
| Number of Managed Accounts | $339,000 | 302 |
| Number of Non-Managed Accounts | $0 | 412 |
| Total fiduciary and related assets | $41,468,000 | 408 |
| Managed Assets ($) | $41,468,000 | 376 |
| Non-managed Assets ($) | $0 | 411 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $336,000 | 357 |
| Number of Managed Accounts | $335,000 | 306 |
| Number of Non-Managed Accounts | $1,000 | 414 |
| Total fiduciary and related assets | $41,053,000 | 416 |
| Managed Assets ($) | $40,975,000 | 382 |
| Non-managed Assets ($) | $78,000 | 420 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $121,000 | 845 |
| Number of Managed Accounts | $120,000 | 694 |
| Number of Non-Managed Accounts | $1,000 | 1,274 |
| Total fiduciary and related assets | $38,939,000 | 851 |
| Managed Assets ($) | $38,864,000 | 745 |
| Non-managed Assets ($) | $75,000 | 1,296 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $334,000 | 350 |
| Number of Managed Accounts | $333,000 | 305 |
| Number of Non-Managed Accounts | $1,000 | 408 |
| Total fiduciary and related assets | $35,607,000 | 408 |
| Managed Assets ($) | $35,535,000 | 375 |
| Non-managed Assets ($) | $72,000 | 408 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $4,496,000 | 67 |
| Number of Managed Accounts | $4,495,000 | 46 |
| Number of Non-Managed Accounts | $1,000 | 423 |
| Total fiduciary and related assets | $759,433,000 | 211 |
| Managed Assets ($) | $759,363,000 | 159 |
| Non-managed Assets ($) | $70,000 | 421 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $3,622,000 | 85 |
| Number of Managed Accounts | $3,621,000 | 53 |
| Number of Non-Managed Accounts | $1,000 | 422 |
| Total fiduciary and related assets | $620,761,000 | 232 |
| Managed Assets ($) | $620,691,000 | 181 |
| Non-managed Assets ($) | $70,000 | 425 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $2,952,000 | 104 |
| Number of Managed Accounts | $2,951,000 | 70 |
| Number of Non-Managed Accounts | $1,000 | 1,278 |
| Total fiduciary and related assets | $518,266,000 | 247 |
| Managed Assets ($) | $518,199,000 | 196 |
| Non-managed Assets ($) | $67,000 | 1,307 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $2,344,000 | 106 |
| Number of Managed Accounts | $2,343,000 | 77 |
| Number of Non-Managed Accounts | $1,000 | 416 |
| Total fiduciary and related assets | $398,174,000 | 270 |
| Managed Assets ($) | $398,109,000 | 212 |
| Non-managed Assets ($) | $65,000 | 417 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $1,959,000 | 121 |
| Number of Managed Accounts | $1,958,000 | 90 |
| Number of Non-Managed Accounts | $1,000 | 424 |
| Total fiduciary and related assets | $325,099,000 | 308 |
| Managed Assets ($) | $325,035,000 | 236 |
| Non-managed Assets ($) | $64,000 | 424 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $1,543,000 | 142 |
| Number of Managed Accounts | $1,542,000 | 109 |
| Number of Non-Managed Accounts | $1,000 | 431 |
| Total fiduciary and related assets | $250,960,000 | 362 |
| Managed Assets ($) | $250,893,000 | 285 |
| Non-managed Assets ($) | $67,000 | 431 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $303,000 | 537 |
| Number of Managed Accounts | $302,000 | 408 |
| Number of Non-Managed Accounts | $1,000 | 1,306 |
| Total fiduciary and related assets | $32,371,000 | 895 |
| Managed Assets ($) | $32,305,000 | 770 |
| Non-managed Assets ($) | $66,000 | 1,348 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $298,000 | 378 |
| Number of Managed Accounts | $297,000 | 325 |
| Number of Non-Managed Accounts | $1,000 | 434 |
| Total fiduciary and related assets | $27,177,000 | 437 |
| Managed Assets ($) | $27,117,000 | 401 |
| Non-managed Assets ($) | $60,000 | 442 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $281,000 | 387 |
| Number of Managed Accounts | $280,000 | 337 |
| Number of Non-Managed Accounts | $1,000 | 440 |
| Total fiduciary and related assets | $21,072,000 | 443 |
| Managed Assets ($) | $21,014,000 | 407 |
| Non-managed Assets ($) | $58,000 | 443 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $271,000 | 401 |
| Number of Managed Accounts | $270,000 | 350 |
| Number of Non-Managed Accounts | $1,000 | 449 |
| Total fiduciary and related assets | $12,446,000 | 464 |
| Managed Assets ($) | $12,394,000 | 430 |
| Non-managed Assets ($) | $52,000 | 454 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $231,000 | 656 |
| Number of Managed Accounts | $230,000 | 515 |
| Number of Non-Managed Accounts | $1,000 | 1,350 |
| Total fiduciary and related assets | $11,456,000 | 1,156 |
| Managed Assets ($) | $11,403,000 | 1,058 |
| Non-managed Assets ($) | $53,000 | 1,393 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2001-12-31 | 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 | 1,869 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1,865 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |