Home > First Dakota National Bank > Fiduciary and Related Services
First Dakota National Bank, Fiduciary and Related Services
| 2023-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 4 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,539,000 | 170 |
| Number of Managed Accounts | $1,384,000 | 146 |
| Number of Non-Managed Accounts | $155,000 | 200 |
| Total fiduciary and related assets | $726,265,000 | 292 |
| Managed Assets ($) | $622,738,000 | 271 |
| Non-managed Assets ($) | $103,527,000 | 281 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,805,000 | 298 |
| 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 | $1,476,000 | 165 |
| Number of Managed Accounts | $1,326,000 | 155 |
| Number of Non-Managed Accounts | $150,000 | 157 |
| Total fiduciary and related assets | $626,024,000 | 286 |
| Managed Assets ($) | $526,625,000 | 272 |
| Non-managed Assets ($) | $99,399,000 | 241 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,796,000 | 300 |
| 2023-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 3 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,441,000 | 174 |
| Number of Managed Accounts | $1,294,000 | 155 |
| Number of Non-Managed Accounts | $147,000 | 172 |
| Total fiduciary and related assets | $626,382,000 | 301 |
| Managed Assets ($) | $526,737,000 | 289 |
| Non-managed Assets ($) | $99,645,000 | 269 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,855,000 | 294 |
| 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 | $1,420,000 | 181 |
| Number of Managed Accounts | $1,272,000 | 162 |
| Number of Non-Managed Accounts | $148,000 | 162 |
| Total fiduciary and related assets | $598,001,000 | 297 |
| Managed Assets ($) | $501,313,000 | 283 |
| Non-managed Assets ($) | $96,688,000 | 248 |
| Memoranda | ||
| Gross Fiduciary activities income | $965,000 | 302 |
| 2022-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,392,000 | 189 |
| Number of Managed Accounts | $1,251,000 | 166 |
| Number of Non-Managed Accounts | $141,000 | 215 |
| Total fiduciary and related assets | $543,145,000 | 332 |
| Managed Assets ($) | $444,432,000 | 311 |
| Non-managed Assets ($) | $98,713,000 | 283 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,449,000 | 322 |
| 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 | $1,349,000 | 194 |
| Number of Managed Accounts | $1,212,000 | 168 |
| Number of Non-Managed Accounts | $137,000 | 175 |
| Total fiduciary and related assets | $499,752,000 | 311 |
| Managed Assets ($) | $396,580,000 | 301 |
| Non-managed Assets ($) | $103,172,000 | 244 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,552,000 | 322 |
| 2022-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,338,000 | 174 |
| Number of Managed Accounts | $1,203,000 | 153 |
| Number of Non-Managed Accounts | $135,000 | 169 |
| Total fiduciary and related assets | $509,963,000 | 294 |
| Managed Assets ($) | $420,451,000 | 275 |
| Non-managed Assets ($) | $89,512,000 | 248 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,762,000 | 281 |
| 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 | $1,294,000 | 182 |
| Number of Managed Accounts | $1,165,000 | 159 |
| Number of Non-Managed Accounts | $129,000 | 166 |
| Total fiduciary and related assets | $523,183,000 | 275 |
| Managed Assets ($) | $461,071,000 | 262 |
| Non-managed Assets ($) | $62,112,000 | 245 |
| Memoranda | ||
| Gross Fiduciary activities income | $895,000 | 282 |
| 2021-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,257,000 | 189 |
| Number of Managed Accounts | $1,133,000 | 168 |
| Number of Non-Managed Accounts | $124,000 | 214 |
| Total fiduciary and related assets | $549,387,000 | 303 |
| Managed Assets ($) | $488,371,000 | 276 |
| Non-managed Assets ($) | $61,016,000 | 320 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,071,000 | 299 |
| 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 | $1,208,000 | 193 |
| Number of Managed Accounts | $1,090,000 | 172 |
| Number of Non-Managed Accounts | $118,000 | 165 |
| Total fiduciary and related assets | $451,168,000 | 290 |
| Managed Assets ($) | $394,869,000 | 274 |
| Non-managed Assets ($) | $56,299,000 | 249 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,220,000 | 304 |
| 2021-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,180,000 | 198 |
| Number of Managed Accounts | $1,067,000 | 179 |
| Number of Non-Managed Accounts | $113,000 | 177 |
| Total fiduciary and related assets | $439,931,000 | 321 |
| Managed Assets ($) | $387,489,000 | 298 |
| Non-managed Assets ($) | $52,442,000 | 289 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,484,000 | 303 |
| 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 | $1,138,000 | 199 |
| Number of Managed Accounts | $1,033,000 | 180 |
| Number of Non-Managed Accounts | $105,000 | 178 |
| Total fiduciary and related assets | $416,045,000 | 296 |
| Managed Assets ($) | $370,377,000 | 276 |
| Non-managed Assets ($) | $45,668,000 | 257 |
| Memoranda | ||
| Gross Fiduciary activities income | $739,000 | 299 |
| 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 | $1,076,000 | 215 |
| Number of Managed Accounts | $983,000 | 190 |
| Number of Non-Managed Accounts | $93,000 | 262 |
| Total fiduciary and related assets | $400,028,000 | 330 |
| Managed Assets ($) | $355,367,000 | 304 |
| Non-managed Assets ($) | $44,661,000 | 345 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,481,000 | 309 |
| 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 | $1,035,000 | 212 |
| Number of Managed Accounts | $951,000 | 188 |
| Number of Non-Managed Accounts | $84,000 | 198 |
| Total fiduciary and related assets | $361,328,000 | 300 |
| Managed Assets ($) | $329,317,000 | 277 |
| Non-managed Assets ($) | $32,011,000 | 269 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,806,000 | 307 |
| 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 | $994,000 | 224 |
| Number of Managed Accounts | $915,000 | 200 |
| Number of Non-Managed Accounts | $79,000 | 219 |
| Total fiduciary and related assets | $342,518,000 | 337 |
| Managed Assets ($) | $314,180,000 | 308 |
| Non-managed Assets ($) | $28,338,000 | 313 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,218,000 | 311 |
| 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 | $994,000 | 216 |
| Number of Managed Accounts | $917,000 | 191 |
| Number of Non-Managed Accounts | $77,000 | 209 |
| Total fiduciary and related assets | $313,563,000 | 306 |
| Managed Assets ($) | $286,300,000 | 279 |
| Non-managed Assets ($) | $27,263,000 | 270 |
| Memoranda | ||
| Gross Fiduciary activities income | $657,000 | 304 |
| 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 | $961,000 | 232 |
| Number of Managed Accounts | $899,000 | 203 |
| Number of Non-Managed Accounts | $62,000 | 352 |
| Total fiduciary and related assets | $348,504,000 | 340 |
| Managed Assets ($) | $321,976,000 | 309 |
| Non-managed Assets ($) | $26,528,000 | 400 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,366,000 | 315 |
| 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 | $943,000 | 219 |
| Number of Managed Accounts | $883,000 | 198 |
| Number of Non-Managed Accounts | $60,000 | 227 |
| Total fiduciary and related assets | $336,511,000 | 315 |
| Managed Assets ($) | $313,275,000 | 287 |
| Non-managed Assets ($) | $23,236,000 | 280 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,701,000 | 323 |
| 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 | $928,000 | 226 |
| Number of Managed Accounts | $868,000 | 204 |
| Number of Non-Managed Accounts | $60,000 | 240 |
| Total fiduciary and related assets | $327,077,000 | 345 |
| Managed Assets ($) | $305,241,000 | 308 |
| Non-managed Assets ($) | $21,836,000 | 311 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,168,000 | 323 |
| 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 | $899,000 | 233 |
| Number of Managed Accounts | $841,000 | 209 |
| Number of Non-Managed Accounts | $58,000 | 249 |
| Total fiduciary and related assets | $383,478,000 | 321 |
| Managed Assets ($) | $316,826,000 | 306 |
| Non-managed Assets ($) | $66,652,000 | 268 |
| Memoranda | ||
| Gross Fiduciary activities income | $582,000 | 317 |
| 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 | $883,000 | 243 |
| Number of Managed Accounts | $826,000 | 211 |
| Number of Non-Managed Accounts | $57,000 | 377 |
| Total fiduciary and related assets | $359,374,000 | 324 |
| Managed Assets ($) | $300,025,000 | 304 |
| Non-managed Assets ($) | $59,349,000 | 314 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,110,000 | 335 |
| 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 | $855,000 | 235 |
| Number of Managed Accounts | $799,000 | 211 |
| Number of Non-Managed Accounts | $56,000 | 253 |
| Total fiduciary and related assets | $385,098,000 | 326 |
| Managed Assets ($) | $321,560,000 | 307 |
| Non-managed Assets ($) | $63,538,000 | 275 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,553,000 | 339 |
| 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 | $834,000 | 240 |
| Number of Managed Accounts | $777,000 | 213 |
| Number of Non-Managed Accounts | $57,000 | 253 |
| Total fiduciary and related assets | $366,336,000 | 333 |
| Managed Assets ($) | $304,420,000 | 310 |
| Non-managed Assets ($) | $61,916,000 | 275 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,070,000 | 339 |
| 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 | $827,000 | 245 |
| Number of Managed Accounts | $769,000 | 215 |
| Number of Non-Managed Accounts | $58,000 | 252 |
| Total fiduciary and related assets | $364,913,000 | 329 |
| Managed Assets ($) | $304,420,000 | 309 |
| Non-managed Assets ($) | $60,493,000 | 276 |
| Memoranda | ||
| Gross Fiduciary activities income | $550,000 | 331 |
| 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 | $823,000 | 257 |
| Number of Managed Accounts | $766,000 | 221 |
| Number of Non-Managed Accounts | $57,000 | 380 |
| Total fiduciary and related assets | $366,356,000 | 328 |
| Managed Assets ($) | $306,773,000 | 313 |
| Non-managed Assets ($) | $59,583,000 | 309 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,013,000 | 338 |
| 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 | $822,000 | 244 |
| Number of Managed Accounts | $763,000 | 213 |
| Number of Non-Managed Accounts | $59,000 | 246 |
| Total fiduciary and related assets | $357,562,000 | 333 |
| Managed Assets ($) | $300,838,000 | 309 |
| Non-managed Assets ($) | $56,724,000 | 267 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,461,000 | 344 |
| 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 | $789,000 | 252 |
| Number of Managed Accounts | $729,000 | 223 |
| Number of Non-Managed Accounts | $60,000 | 248 |
| Total fiduciary and related assets | $360,514,000 | 329 |
| Managed Assets ($) | $299,350,000 | 307 |
| Non-managed Assets ($) | $61,164,000 | 261 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,003,000 | 339 |
| 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 | $777,000 | 255 |
| Number of Managed Accounts | $713,000 | 225 |
| Number of Non-Managed Accounts | $64,000 | 239 |
| Total fiduciary and related assets | $355,870,000 | 332 |
| Managed Assets ($) | $292,907,000 | 310 |
| Non-managed Assets ($) | $62,963,000 | 258 |
| Memoranda | ||
| Gross Fiduciary activities income | $507,000 | 334 |
| 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 | $766,000 | 264 |
| Number of Managed Accounts | $701,000 | 226 |
| Number of Non-Managed Accounts | $65,000 | 371 |
| Total fiduciary and related assets | $340,565,000 | 334 |
| Managed Assets ($) | $277,135,000 | 312 |
| Non-managed Assets ($) | $63,430,000 | 292 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,765,000 | 359 |
| 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 | $738,000 | 254 |
| Number of Managed Accounts | $676,000 | 228 |
| Number of Non-Managed Accounts | $62,000 | 249 |
| Total fiduciary and related assets | $324,303,000 | 334 |
| Managed Assets ($) | $272,827,000 | 312 |
| Non-managed Assets ($) | $51,476,000 | 280 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,258,000 | 367 |
| 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 | $729,000 | 258 |
| Number of Managed Accounts | $669,000 | 234 |
| Number of Non-Managed Accounts | $60,000 | 256 |
| Total fiduciary and related assets | $319,846,000 | 339 |
| Managed Assets ($) | $256,954,000 | 320 |
| Non-managed Assets ($) | $62,892,000 | 265 |
| Memoranda | ||
| Gross Fiduciary activities income | $864,000 | 360 |
| 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 | $704,000 | 264 |
| Number of Managed Accounts | $646,000 | 243 |
| Number of Non-Managed Accounts | $58,000 | 258 |
| Total fiduciary and related assets | $275,708,000 | 361 |
| Managed Assets ($) | $226,438,000 | 338 |
| Non-managed Assets ($) | $49,270,000 | 282 |
| Memoranda | ||
| Gross Fiduciary activities income | $438,000 | 357 |
| 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 | $681,000 | 283 |
| Number of Managed Accounts | $625,000 | 252 |
| Number of Non-Managed Accounts | $56,000 | 411 |
| Total fiduciary and related assets | $251,584,000 | 387 |
| Managed Assets ($) | $209,010,000 | 362 |
| Non-managed Assets ($) | $42,574,000 | 343 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,553,000 | 379 |
| 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 | $680,000 | 272 |
| Number of Managed Accounts | $625,000 | 246 |
| Number of Non-Managed Accounts | $55,000 | 258 |
| Total fiduciary and related assets | $244,549,000 | 381 |
| Managed Assets ($) | $203,532,000 | 348 |
| Non-managed Assets ($) | $41,017,000 | 292 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,185,000 | 379 |
| 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 | $671,000 | 276 |
| Number of Managed Accounts | $617,000 | 248 |
| Number of Non-Managed Accounts | $54,000 | 264 |
| Total fiduciary and related assets | $255,841,000 | 382 |
| Managed Assets ($) | $213,267,000 | 345 |
| Non-managed Assets ($) | $42,574,000 | 294 |
| Memoranda | ||
| Gross Fiduciary activities income | $817,000 | 377 |
| 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 | $659,000 | 280 |
| Number of Managed Accounts | $603,000 | 249 |
| Number of Non-Managed Accounts | $56,000 | 263 |
| Total fiduciary and related assets | $263,273,000 | 380 |
| Managed Assets ($) | $217,427,000 | 345 |
| Non-managed Assets ($) | $45,846,000 | 296 |
| Memoranda | ||
| Gross Fiduciary activities income | $420,000 | 377 |
| 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 | $651,000 | 299 |
| Number of Managed Accounts | $595,000 | 257 |
| Number of Non-Managed Accounts | $56,000 | 429 |
| Total fiduciary and related assets | $259,350,000 | 386 |
| Managed Assets ($) | $215,879,000 | 354 |
| Non-managed Assets ($) | $43,471,000 | 357 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,474,000 | 396 |
| 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 | $0 | 417 |
| Number of Managed Accounts | $0 | 403 |
| Number of Non-Managed Accounts | $0 | 402 |
| Total fiduciary and related assets | $0 | 415 |
| Managed Assets ($) | $0 | 402 |
| Non-managed Assets ($) | $0 | 400 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,057,000 | 405 |
| 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 | $0 | 417 |
| Number of Managed Accounts | $0 | 403 |
| Number of Non-Managed Accounts | $0 | 404 |
| Total fiduciary and related assets | $0 | 417 |
| Managed Assets ($) | $0 | 404 |
| Non-managed Assets ($) | $0 | 402 |
| Memoranda | ||
| Gross Fiduciary activities income | $695,000 | 408 |
| 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 | $0 | 424 |
| Number of Managed Accounts | $0 | 411 |
| Number of Non-Managed Accounts | $0 | 408 |
| Total fiduciary and related assets | $0 | 423 |
| Managed Assets ($) | $0 | 411 |
| Non-managed Assets ($) | $0 | 406 |
| Memoranda | ||
| Gross Fiduciary activities income | $348,000 | 407 |
| 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 | $614,000 | 311 |
| Number of Managed Accounts | $548,000 | 272 |
| Number of Non-Managed Accounts | $66,000 | 394 |
| Total fiduciary and related assets | $217,978,000 | 408 |
| Managed Assets ($) | $178,402,000 | 382 |
| Non-managed Assets ($) | $39,576,000 | 366 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,410,000 | 391 |
| 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 | $0 | 406 |
| Number of Managed Accounts | $0 | 391 |
| Number of Non-Managed Accounts | $0 | 390 |
| Total fiduciary and related assets | $0 | 405 |
| Managed Assets ($) | $0 | 392 |
| Non-managed Assets ($) | $0 | 388 |
| Memoranda | ||
| Gross Fiduciary activities income | $994,000 | 398 |
| 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 | $0 | 410 |
| Number of Managed Accounts | $0 | 395 |
| Number of Non-Managed Accounts | $0 | 391 |
| Total fiduciary and related assets | $0 | 408 |
| Managed Assets ($) | $0 | 395 |
| Non-managed Assets ($) | $0 | 389 |
| Memoranda | ||
| Gross Fiduciary activities income | $588,000 | 426 |
| 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 | $0 | 414 |
| Number of Managed Accounts | $0 | 400 |
| Number of Non-Managed Accounts | $0 | 394 |
| Total fiduciary and related assets | $0 | 412 |
| Managed Assets ($) | $0 | 399 |
| Non-managed Assets ($) | $0 | 392 |
| Memoranda | ||
| Gross Fiduciary activities income | $294,000 | 428 |
| 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 | $591,000 | 320 |
| Number of Managed Accounts | $500,000 | 280 |
| Number of Non-Managed Accounts | $91,000 | 336 |
| Total fiduciary and related assets | $214,238,000 | 395 |
| Managed Assets ($) | $147,917,000 | 397 |
| Non-managed Assets ($) | $66,321,000 | 294 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,267,000 | 395 |
| 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 | $0 | 391 |
| Number of Managed Accounts | $0 | 377 |
| Number of Non-Managed Accounts | $0 | 373 |
| Total fiduciary and related assets | $0 | 390 |
| Managed Assets ($) | $0 | 378 |
| Non-managed Assets ($) | $0 | 370 |
| Memoranda | ||
| Gross Fiduciary activities income | $945,000 | 394 |
| 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 | $0 | 393 |
| Number of Managed Accounts | $0 | 379 |
| Number of Non-Managed Accounts | $0 | 373 |
| Total fiduciary and related assets | $0 | 393 |
| Managed Assets ($) | $0 | 380 |
| Non-managed Assets ($) | $0 | 372 |
| Memoranda | ||
| Gross Fiduciary activities income | $630,000 | 396 |
| 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 | $0 | 395 |
| Number of Managed Accounts | $0 | 379 |
| Number of Non-Managed Accounts | $0 | 372 |
| Total fiduciary and related assets | $0 | 394 |
| Managed Assets ($) | $0 | 379 |
| Non-managed Assets ($) | $0 | 371 |
| Memoranda | ||
| Gross Fiduciary activities income | $315,000 | 397 |
| 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 | $542,000 | 340 |
| Number of Managed Accounts | $448,000 | 301 |
| Number of Non-Managed Accounts | $94,000 | 333 |
| Total fiduciary and related assets | $203,928,000 | 391 |
| Managed Assets ($) | $136,827,000 | 389 |
| Non-managed Assets ($) | $67,101,000 | 273 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,215,000 | 358 |
| 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 | $0 | 417 |
| Number of Managed Accounts | $0 | 397 |
| Number of Non-Managed Accounts | $0 | 395 |
| Total fiduciary and related assets | $0 | 415 |
| Managed Assets ($) | $0 | 397 |
| Non-managed Assets ($) | $0 | 393 |
| Memoranda | ||
| Gross Fiduciary activities income | $844,000 | 372 |
| 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 | $0 | 423 |
| Number of Managed Accounts | $0 | 403 |
| Number of Non-Managed Accounts | $0 | 400 |
| Total fiduciary and related assets | $0 | 421 |
| Managed Assets ($) | $0 | 403 |
| Non-managed Assets ($) | $0 | 398 |
| Memoranda | ||
| Gross Fiduciary activities income | $563,000 | 377 |
| 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 | $0 | 428 |
| Number of Managed Accounts | $0 | 410 |
| Number of Non-Managed Accounts | $0 | 404 |
| Total fiduciary and related assets | $0 | 427 |
| Managed Assets ($) | $0 | 410 |
| Non-managed Assets ($) | $0 | 403 |
| Memoranda | ||
| Gross Fiduciary activities income | $281,000 | 380 |
| 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 | $507,000 | 364 |
| Number of Managed Accounts | $420,000 | 323 |
| Number of Non-Managed Accounts | $87,000 | 367 |
| Total fiduciary and related assets | $203,580,000 | 401 |
| Managed Assets ($) | $133,015,000 | 413 |
| Non-managed Assets ($) | $70,565,000 | 269 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,194,000 | 356 |
| 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 | $0 | 412 |
| Number of Managed Accounts | $0 | 393 |
| Number of Non-Managed Accounts | $0 | 391 |
| Total fiduciary and related assets | $0 | 411 |
| Managed Assets ($) | $0 | 394 |
| Non-managed Assets ($) | $0 | 389 |
| Memoranda | ||
| Gross Fiduciary activities income | $902,000 | 357 |
| 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 | $0 | 414 |
| Number of Managed Accounts | $0 | 393 |
| Number of Non-Managed Accounts | $0 | 394 |
| Total fiduciary and related assets | $0 | 413 |
| Managed Assets ($) | $0 | 394 |
| Non-managed Assets ($) | $0 | 392 |
| Memoranda | ||
| Gross Fiduciary activities income | $610,000 | 354 |
| 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 | $0 | 421 |
| Number of Managed Accounts | $0 | 397 |
| Number of Non-Managed Accounts | $0 | 401 |
| Total fiduciary and related assets | $0 | 419 |
| Managed Assets ($) | $0 | 397 |
| Non-managed Assets ($) | $0 | 399 |
| Memoranda | ||
| Gross Fiduciary activities income | $317,000 | 352 |
| 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 | $662,000 | 308 |
| Number of Managed Accounts | $567,000 | 253 |
| Number of Non-Managed Accounts | $95,000 | 359 |
| Total fiduciary and related assets | $211,614,000 | 385 |
| Managed Assets ($) | $148,000,000 | 383 |
| Non-managed Assets ($) | $63,614,000 | 288 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,186,000 | 348 |
| 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 | $0 | 409 |
| Number of Managed Accounts | $0 | 386 |
| Number of Non-Managed Accounts | $0 | 386 |
| Total fiduciary and related assets | $0 | 408 |
| Managed Assets ($) | $0 | 386 |
| Non-managed Assets ($) | $0 | 385 |
| Memoranda | ||
| Gross Fiduciary activities income | $924,000 | 338 |
| 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 | $0 | 415 |
| Number of Managed Accounts | $0 | 392 |
| Number of Non-Managed Accounts | $0 | 393 |
| Total fiduciary and related assets | $0 | 414 |
| Managed Assets ($) | $0 | 392 |
| Non-managed Assets ($) | $0 | 391 |
| Memoranda | ||
| Gross Fiduciary activities income | $636,000 | 337 |
| 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 | $0 | 418 |
| Number of Managed Accounts | $0 | 395 |
| Number of Non-Managed Accounts | $0 | 393 |
| Total fiduciary and related assets | $0 | 417 |
| Managed Assets ($) | $0 | 395 |
| Non-managed Assets ($) | $0 | 392 |
| Memoranda | ||
| Gross Fiduciary activities income | $319,000 | 331 |
| 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 | $635,000 | 323 |
| Number of Managed Accounts | $526,000 | 271 |
| Number of Non-Managed Accounts | $109,000 | 337 |
| Total fiduciary and related assets | $178,696,000 | 404 |
| Managed Assets ($) | $122,059,000 | 418 |
| Non-managed Assets ($) | $56,637,000 | 292 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,113,000 | 390 |
| 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 | $0 | 441 |
| Number of Managed Accounts | $0 | 419 |
| Number of Non-Managed Accounts | $0 | 421 |
| Total fiduciary and related assets | $0 | 440 |
| Managed Assets ($) | $0 | 419 |
| Non-managed Assets ($) | $0 | 420 |
| Memoranda | ||
| Gross Fiduciary activities income | $868,000 | 379 |
| 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 | $0 | 450 |
| Number of Managed Accounts | $0 | 425 |
| Number of Non-Managed Accounts | $0 | 427 |
| Total fiduciary and related assets | $0 | 449 |
| Managed Assets ($) | $0 | 425 |
| Non-managed Assets ($) | $0 | 426 |
| Memoranda | ||
| Gross Fiduciary activities income | $519,000 | 414 |
| 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 | $0 | 460 |
| Number of Managed Accounts | $0 | 434 |
| Number of Non-Managed Accounts | $0 | 433 |
| Total fiduciary and related assets | $0 | 459 |
| Managed Assets ($) | $0 | 434 |
| Non-managed Assets ($) | $0 | 431 |
| Memoranda | ||
| Gross Fiduciary activities income | $254,000 | 419 |
| 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 | $463,000 | 399 |
| Number of Managed Accounts | $405,000 | 324 |
| Number of Non-Managed Accounts | $58,000 | 516 |
| Total fiduciary and related assets | $172,358,000 | 469 |
| Managed Assets ($) | $118,753,000 | 465 |
| Non-managed Assets ($) | $53,605,000 | 341 |
| Memoranda | ||
| Gross Fiduciary activities income | $926,000 | 437 |
| 2007-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 444 |
| Number of Managed Accounts | $0 | 421 |
| Number of Non-Managed Accounts | $0 | 417 |
| Total fiduciary and related assets | $0 | 443 |
| Managed Assets ($) | $0 | 421 |
| Non-managed Assets ($) | $0 | 416 |
| Memoranda | ||
| Gross Fiduciary activities income | $637,000 | 459 |
| 2007-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 450 |
| Number of Managed Accounts | $0 | 427 |
| Number of Non-Managed Accounts | $0 | 422 |
| Total fiduciary and related assets | $0 | 449 |
| Managed Assets ($) | $0 | 427 |
| Non-managed Assets ($) | $0 | 421 |
| Memoranda | ||
| Gross Fiduciary activities income | $416,000 | 473 |
| 2007-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 451 |
| Number of Managed Accounts | $0 | 427 |
| Number of Non-Managed Accounts | $0 | 425 |
| Total fiduciary and related assets | $0 | 450 |
| Managed Assets ($) | $0 | 427 |
| Non-managed Assets ($) | $0 | 424 |
| Memoranda | ||
| Gross Fiduciary activities income | $204,000 | 478 |
| 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 | $428,000 | 411 |
| Number of Managed Accounts | $370,000 | 341 |
| Number of Non-Managed Accounts | $58,000 | 517 |
| Total fiduciary and related assets | $143,525,000 | 500 |
| Managed Assets ($) | $100,782,000 | 497 |
| Non-managed Assets ($) | $42,743,000 | 372 |
| Memoranda | ||
| Gross Fiduciary activities income | $806,000 | 466 |
| 2006-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 432 |
| Number of Managed Accounts | $0 | 409 |
| Number of Non-Managed Accounts | $0 | 409 |
| Total fiduciary and related assets | $0 | 431 |
| Managed Assets ($) | $0 | 409 |
| Non-managed Assets ($) | $0 | 408 |
| Memoranda | ||
| Gross Fiduciary activities income | $592,000 | 469 |
| 2006-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 435 |
| Number of Managed Accounts | $0 | 413 |
| Number of Non-Managed Accounts | $0 | 412 |
| Total fiduciary and related assets | $0 | 434 |
| Managed Assets ($) | $0 | 413 |
| Non-managed Assets ($) | $0 | 411 |
| Memoranda | ||
| Gross Fiduciary activities income | $405,000 | 466 |
| 2006-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 458 |
| Number of Managed Accounts | $0 | 437 |
| Number of Non-Managed Accounts | $0 | 423 |
| Total fiduciary and related assets | $0 | 457 |
| Managed Assets ($) | $0 | 437 |
| Non-managed Assets ($) | $0 | 422 |
| Memoranda | ||
| Gross Fiduciary activities income | $203,000 | 472 |
| 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 | $407,000 | 439 |
| Number of Managed Accounts | $322,000 | 389 |
| Number of Non-Managed Accounts | $85,000 | 426 |
| Total fiduciary and related assets | $128,713,000 | 522 |
| Managed Assets ($) | $90,779,000 | 521 |
| Non-managed Assets ($) | $37,934,000 | 387 |
| Memoranda | ||
| Gross Fiduciary activities income | $761,000 | 466 |
| 2005-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 444 |
| Number of Managed Accounts | $0 | 422 |
| Number of Non-Managed Accounts | $0 | 414 |
| Total fiduciary and related assets | $0 | 443 |
| Managed Assets ($) | $0 | 423 |
| Non-managed Assets ($) | $0 | 412 |
| Memoranda | ||
| Gross Fiduciary activities income | $555,000 | 466 |
| 2005-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 460 |
| Number of Managed Accounts | $0 | 435 |
| Number of Non-Managed Accounts | $0 | 431 |
| Total fiduciary and related assets | $0 | 458 |
| Managed Assets ($) | $0 | 435 |
| Non-managed Assets ($) | $0 | 429 |
| Memoranda | ||
| Gross Fiduciary activities income | $369,000 | 465 |
| 2005-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 465 |
| Number of Managed Accounts | $0 | 438 |
| Number of Non-Managed Accounts | $0 | 433 |
| Total fiduciary and related assets | $0 | 463 |
| Managed Assets ($) | $0 | 438 |
| Non-managed Assets ($) | $0 | 431 |
| Memoranda | ||
| Gross Fiduciary activities income | $204,000 | 446 |
| 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 | $450,000 | 412 |
| Number of Managed Accounts | $329,000 | 380 |
| Number of Non-Managed Accounts | $121,000 | 362 |
| Total fiduciary and related assets | $125,549,000 | 514 |
| Managed Assets ($) | $100,848,000 | 482 |
| Non-managed Assets ($) | $24,701,000 | 463 |
| Memoranda | ||
| Gross Fiduciary activities income | $721,000 | 449 |
| 2004-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 453 |
| Number of Managed Accounts | $0 | 424 |
| Number of Non-Managed Accounts | $0 | 423 |
| Total fiduciary and related assets | $0 | 451 |
| Managed Assets ($) | $0 | 424 |
| Non-managed Assets ($) | $0 | 421 |
| Memoranda | ||
| Gross Fiduciary activities income | $585,000 | 433 |
| 2004-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 462 |
| Number of Managed Accounts | $0 | 429 |
| Number of Non-Managed Accounts | $0 | 432 |
| Total fiduciary and related assets | $0 | 459 |
| Managed Assets ($) | $0 | 429 |
| Non-managed Assets ($) | $0 | 429 |
| Memoranda | ||
| Gross Fiduciary activities income | $390,000 | 432 |
| 2004-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 473 |
| Number of Managed Accounts | $0 | 438 |
| Number of Non-Managed Accounts | $0 | 438 |
| Total fiduciary and related assets | $0 | 471 |
| Managed Assets ($) | $0 | 438 |
| Non-managed Assets ($) | $0 | 436 |
| Memoranda | ||
| Gross Fiduciary activities income | $195,000 | 435 |
| 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 | $445,000 | 435 |
| Number of Managed Accounts | $317,000 | 395 |
| Number of Non-Managed Accounts | $128,000 | 370 |
| Total fiduciary and related assets | $113,993,000 | 531 |
| Managed Assets ($) | $90,940,000 | 484 |
| Non-managed Assets ($) | $23,053,000 | 484 |
| Memoranda | ||
| Gross Fiduciary activities income | $695,000 | 461 |
| 2003-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 473 |
| Number of Managed Accounts | $0 | 442 |
| Number of Non-Managed Accounts | $0 | 446 |
| Total fiduciary and related assets | $0 | 472 |
| Managed Assets ($) | $0 | 442 |
| Non-managed Assets ($) | $0 | 445 |
| Memoranda | ||
| Gross Fiduciary activities income | $488,000 | 480 |
| 2003-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 474 |
| Number of Managed Accounts | $0 | 446 |
| Number of Non-Managed Accounts | $0 | 448 |
| Total fiduciary and related assets | $0 | 473 |
| Managed Assets ($) | $0 | 446 |
| Non-managed Assets ($) | $0 | 447 |
| Memoranda | ||
| Gross Fiduciary activities income | $325,000 | 484 |
| 2003-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 491 |
| Number of Managed Accounts | $0 | 461 |
| Number of Non-Managed Accounts | $0 | 460 |
| Total fiduciary and related assets | $0 | 490 |
| Managed Assets ($) | $0 | 461 |
| Non-managed Assets ($) | $0 | 458 |
| Memoranda | ||
| Gross Fiduciary activities income | $163,000 | 495 |
| 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 | $409,000 | 473 |
| Number of Managed Accounts | $290,000 | 443 |
| Number of Non-Managed Accounts | $119,000 | 392 |
| Total fiduciary and related assets | $94,948,000 | 589 |
| Managed Assets ($) | $80,684,000 | 520 |
| Non-managed Assets ($) | $14,264,000 | 578 |
| Memoranda | ||
| Gross Fiduciary activities income | $621,000 | 501 |
| 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 | $330,000 | 512 |
| Number of Managed Accounts | $283,000 | 418 |
| Number of Non-Managed Accounts | $47,000 | 612 |
| Total fiduciary and related assets | $98,207,000 | 557 |
| Managed Assets ($) | $86,369,000 | 488 |
| Non-managed Assets ($) | $11,838,000 | 593 |
| Memoranda | ||
| Gross Fiduciary activities income | $624,000 | 525 |
| 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 | $634,000 | 529 |
| 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 | $505,000 | 637 |
| 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 | $426,000 | 688 |
| 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 | $387,000 | 747 |
| 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 | $411,000 | 763 |
| 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 | $426,000 | 786 |
| 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 | $422,000 | 795 |
| 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 | $383,000 | 854 |
| 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 | $291,000 | 974 |