Home > First Foundation Bank > Fiduciary and Related Services
First Foundation Bank, Fiduciary and Related Services
| 2025-03-31 | 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 | $392,000 | 320 |
| Number of Managed Accounts | $340,000 | 304 |
| Number of Non-Managed Accounts | $52,000 | 257 |
| Total fiduciary and related assets | $1,153,734,000 | 244 |
| Managed Assets ($) | $891,097,000 | 241 |
| Non-managed Assets ($) | $262,637,000 | 197 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,559,000 | 278 |
| 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 | $402,000 | 400 |
| Number of Managed Accounts | $351,000 | 374 |
| Number of Non-Managed Accounts | $51,000 | 375 |
| Total fiduciary and related assets | $1,137,514,000 | 247 |
| Managed Assets ($) | $876,351,000 | 248 |
| Non-managed Assets ($) | $261,163,000 | 207 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,486,000 | 258 |
| 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 | $392,000 | 326 |
| Number of Managed Accounts | $341,000 | 308 |
| Number of Non-Managed Accounts | $51,000 | 255 |
| Total fiduciary and related assets | $1,173,822,000 | 243 |
| Managed Assets ($) | $908,671,000 | 241 |
| Non-managed Assets ($) | $265,151,000 | 188 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,744,000 | 262 |
| 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 | $408,000 | 375 |
| Number of Managed Accounts | $354,000 | 356 |
| Number of Non-Managed Accounts | $54,000 | 279 |
| Total fiduciary and related assets | $1,132,671,000 | 245 |
| Managed Assets ($) | $911,859,000 | 235 |
| Non-managed Assets ($) | $220,812,000 | 215 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,058,000 | 265 |
| 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 | $417,000 | 327 |
| Number of Managed Accounts | $361,000 | 305 |
| Number of Non-Managed Accounts | $56,000 | 247 |
| Total fiduciary and related assets | $1,182,740,000 | 234 |
| Managed Assets ($) | $940,598,000 | 226 |
| Non-managed Assets ($) | $242,142,000 | 191 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,447,000 | 253 |
| 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 | $418,000 | 395 |
| Number of Managed Accounts | $363,000 | 368 |
| Number of Non-Managed Accounts | $55,000 | 362 |
| Total fiduciary and related assets | $1,210,958,000 | 224 |
| Managed Assets ($) | $928,966,000 | 221 |
| Non-managed Assets ($) | $281,992,000 | 189 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,813,000 | 222 |
| 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 | $431,000 | 311 |
| Number of Managed Accounts | $368,000 | 290 |
| Number of Non-Managed Accounts | $63,000 | 236 |
| Total fiduciary and related assets | $1,111,828,000 | 229 |
| Managed Assets ($) | $835,536,000 | 225 |
| Non-managed Assets ($) | $276,292,000 | 180 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,039,000 | 226 |
| 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 | $423,000 | 363 |
| Number of Managed Accounts | $361,000 | 339 |
| Number of Non-Managed Accounts | $62,000 | 260 |
| Total fiduciary and related assets | $1,124,842,000 | 222 |
| Managed Assets ($) | $850,896,000 | 222 |
| Non-managed Assets ($) | $273,946,000 | 182 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,547,000 | 217 |
| 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 | $417,000 | 324 |
| Number of Managed Accounts | $355,000 | 303 |
| Number of Non-Managed Accounts | $62,000 | 241 |
| Total fiduciary and related assets | $1,185,982,000 | 226 |
| Managed Assets ($) | $923,940,000 | 218 |
| Non-managed Assets ($) | $262,042,000 | 185 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,719,000 | 228 |
| 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 | $413,000 | 408 |
| Number of Managed Accounts | $350,000 | 380 |
| Number of Non-Managed Accounts | $63,000 | 346 |
| Total fiduciary and related assets | $1,189,831,000 | 226 |
| Managed Assets ($) | $929,998,000 | 212 |
| Non-managed Assets ($) | $259,833,000 | 194 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,394,000 | 184 |
| 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 | $387,000 | 336 |
| Number of Managed Accounts | $341,000 | 315 |
| Number of Non-Managed Accounts | $46,000 | 268 |
| Total fiduciary and related assets | $1,100,812,000 | 228 |
| Managed Assets ($) | $914,734,000 | 206 |
| Non-managed Assets ($) | $186,078,000 | 206 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,291,000 | 202 |
| 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 | $368,000 | 351 |
| Number of Managed Accounts | $323,000 | 336 |
| Number of Non-Managed Accounts | $45,000 | 275 |
| Total fiduciary and related assets | $1,095,781,000 | 194 |
| Managed Assets ($) | $915,850,000 | 179 |
| Non-managed Assets ($) | $179,931,000 | 191 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,257,000 | 168 |
| 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 | $361,000 | 308 |
| Number of Managed Accounts | $318,000 | 295 |
| Number of Non-Managed Accounts | $43,000 | 251 |
| Total fiduciary and related assets | $1,213,180,000 | 199 |
| Managed Assets ($) | $999,343,000 | 183 |
| Non-managed Assets ($) | $213,837,000 | 178 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,108,000 | 175 |
| 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 | $364,000 | 398 |
| Number of Managed Accounts | $323,000 | 375 |
| Number of Non-Managed Accounts | $41,000 | 423 |
| Total fiduciary and related assets | $1,239,948,000 | 202 |
| Managed Assets ($) | $1,042,995,000 | 185 |
| Non-managed Assets ($) | $196,953,000 | 197 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,161,000 | 199 |
| 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 | $347,000 | 308 |
| Number of Managed Accounts | $317,000 | 295 |
| Number of Non-Managed Accounts | $30,000 | 270 |
| Total fiduciary and related assets | $1,194,885,000 | 202 |
| Managed Assets ($) | $1,040,748,000 | 181 |
| Non-managed Assets ($) | $154,137,000 | 197 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,169,000 | 204 |
| 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 | $332,000 | 355 |
| Number of Managed Accounts | $307,000 | 337 |
| Number of Non-Managed Accounts | $25,000 | 312 |
| Total fiduciary and related assets | $1,135,424,000 | 204 |
| Managed Assets ($) | $1,006,152,000 | 185 |
| Non-managed Assets ($) | $129,272,000 | 230 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,431,000 | 203 |
| 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 | $326,000 | 314 |
| Number of Managed Accounts | $300,000 | 299 |
| Number of Non-Managed Accounts | $26,000 | 274 |
| Total fiduciary and related assets | $1,100,259,000 | 204 |
| Managed Assets ($) | $983,963,000 | 181 |
| Non-managed Assets ($) | $116,296,000 | 211 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,668,000 | 204 |
| 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 | $306,000 | 428 |
| Number of Managed Accounts | $285,000 | 390 |
| Number of Non-Managed Accounts | $21,000 | 545 |
| Total fiduciary and related assets | $1,039,780,000 | 207 |
| Managed Assets ($) | $955,491,000 | 181 |
| Non-managed Assets ($) | $84,289,000 | 276 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,645,000 | 207 |
| 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 | $280,000 | 321 |
| Number of Managed Accounts | $263,000 | 299 |
| Number of Non-Managed Accounts | $17,000 | 293 |
| Total fiduciary and related assets | $940,687,000 | 209 |
| Managed Assets ($) | $908,539,000 | 177 |
| Non-managed Assets ($) | $32,148,000 | 268 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,200,000 | 204 |
| 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 | $290,000 | 364 |
| Number of Managed Accounts | $273,000 | 343 |
| Number of Non-Managed Accounts | $17,000 | 334 |
| Total fiduciary and related assets | $918,543,000 | 212 |
| Managed Assets ($) | $895,902,000 | 175 |
| Non-managed Assets ($) | $22,641,000 | 322 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,695,000 | 208 |
| 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 | $283,000 | 324 |
| Number of Managed Accounts | $265,000 | 301 |
| Number of Non-Managed Accounts | $18,000 | 289 |
| Total fiduciary and related assets | $893,823,000 | 202 |
| Managed Assets ($) | $872,036,000 | 168 |
| Non-managed Assets ($) | $21,787,000 | 279 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,464,000 | 203 |
| 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 | $260,000 | 479 |
| Number of Managed Accounts | $244,000 | 427 |
| Number of Non-Managed Accounts | $16,000 | 596 |
| Total fiduciary and related assets | $829,333,000 | 225 |
| Managed Assets ($) | $806,120,000 | 193 |
| Non-managed Assets ($) | $23,213,000 | 418 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,124,000 | 216 |
| 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 | $268,000 | 329 |
| Number of Managed Accounts | $242,000 | 310 |
| Number of Non-Managed Accounts | $26,000 | 279 |
| Total fiduciary and related assets | $778,053,000 | 223 |
| Managed Assets ($) | $755,641,000 | 192 |
| Non-managed Assets ($) | $22,412,000 | 282 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,789,000 | 215 |
| 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 | $248,000 | 366 |
| Number of Managed Accounts | $233,000 | 345 |
| Number of Non-Managed Accounts | $15,000 | 329 |
| Total fiduciary and related assets | $794,405,000 | 223 |
| Managed Assets ($) | $772,353,000 | 191 |
| Non-managed Assets ($) | $22,052,000 | 310 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,485,000 | 217 |
| 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 | $268,000 | 368 |
| Number of Managed Accounts | $251,000 | 344 |
| Number of Non-Managed Accounts | $17,000 | 329 |
| Total fiduciary and related assets | $716,917,000 | 228 |
| Managed Assets ($) | $690,267,000 | 199 |
| Non-managed Assets ($) | $26,650,000 | 311 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,185,000 | 219 |
| 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 | $261,000 | 484 |
| Number of Managed Accounts | $246,000 | 428 |
| Number of Non-Managed Accounts | $15,000 | 615 |
| Total fiduciary and related assets | $685,189,000 | 230 |
| Managed Assets ($) | $667,121,000 | 195 |
| Non-managed Assets ($) | $18,068,000 | 461 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,833,000 | 246 |
| 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 | $250,000 | 371 |
| Number of Managed Accounts | $235,000 | 349 |
| Number of Non-Managed Accounts | $15,000 | 335 |
| Total fiduciary and related assets | $578,960,000 | 261 |
| Managed Assets ($) | $562,077,000 | 227 |
| Non-managed Assets ($) | $16,883,000 | 331 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,809,000 | 248 |
| 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 | $265,000 | 369 |
| Number of Managed Accounts | $238,000 | 351 |
| Number of Non-Managed Accounts | $27,000 | 312 |
| Total fiduciary and related assets | $551,630,000 | 267 |
| Managed Assets ($) | $532,723,000 | 231 |
| Non-managed Assets ($) | $18,907,000 | 326 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,754,000 | 258 |
| 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 | $263,000 | 372 |
| Number of Managed Accounts | $251,000 | 347 |
| Number of Non-Managed Accounts | $12,000 | 348 |
| Total fiduciary and related assets | $538,304,000 | 271 |
| Managed Assets ($) | $525,414,000 | 228 |
| Non-managed Assets ($) | $12,890,000 | 345 |
| Memoranda | ||
| Gross Fiduciary activities income | $822,000 | 269 |
| 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 | $257,000 | 494 |
| Number of Managed Accounts | $245,000 | 431 |
| Number of Non-Managed Accounts | $12,000 | 673 |
| Total fiduciary and related assets | $533,878,000 | 273 |
| Managed Assets ($) | $521,822,000 | 227 |
| Non-managed Assets ($) | $12,056,000 | 540 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,360,000 | 257 |
| 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 | $260,000 | 369 |
| Number of Managed Accounts | $245,000 | 344 |
| Number of Non-Managed Accounts | $15,000 | 328 |
| Total fiduciary and related assets | $528,523,000 | 274 |
| Managed Assets ($) | $516,524,000 | 227 |
| Non-managed Assets ($) | $11,999,000 | 337 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,485,000 | 261 |
| 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 | $257,000 | 370 |
| Number of Managed Accounts | $240,000 | 347 |
| Number of Non-Managed Accounts | $17,000 | 328 |
| Total fiduciary and related assets | $491,831,000 | 278 |
| Managed Assets ($) | $480,093,000 | 234 |
| Non-managed Assets ($) | $11,738,000 | 339 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,659,000 | 260 |
| 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 | $254,000 | 372 |
| Number of Managed Accounts | $237,000 | 350 |
| Number of Non-Managed Accounts | $17,000 | 328 |
| Total fiduciary and related assets | $478,442,000 | 281 |
| Managed Assets ($) | $465,538,000 | 240 |
| Non-managed Assets ($) | $12,904,000 | 335 |
| Memoranda | ||
| Gross Fiduciary activities income | $789,000 | 267 |
| 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 | $233,000 | 524 |
| Number of Managed Accounts | $216,000 | 457 |
| Number of Non-Managed Accounts | $17,000 | 639 |
| Total fiduciary and related assets | $488,147,000 | 272 |
| Managed Assets ($) | $475,890,000 | 234 |
| Non-managed Assets ($) | $12,257,000 | 537 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,798,000 | 274 |
| 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 | $232,000 | 377 |
| Number of Managed Accounts | $214,000 | 353 |
| Number of Non-Managed Accounts | $18,000 | 332 |
| Total fiduciary and related assets | $1,066,018,000 | 181 |
| Managed Assets ($) | $1,053,343,000 | 137 |
| Non-managed Assets ($) | $12,675,000 | 340 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,001,000 | 282 |
| 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 | $232,000 | 378 |
| Number of Managed Accounts | $214,000 | 356 |
| Number of Non-Managed Accounts | $18,000 | 336 |
| Total fiduciary and related assets | $1,060,913,000 | 181 |
| Managed Assets ($) | $1,048,534,000 | 134 |
| Non-managed Assets ($) | $12,379,000 | 342 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,203,000 | 300 |
| 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 | $225,000 | 381 |
| Number of Managed Accounts | $206,000 | 357 |
| Number of Non-Managed Accounts | $19,000 | 334 |
| Total fiduciary and related assets | $1,010,980,000 | 183 |
| Managed Assets ($) | $998,413,000 | 141 |
| Non-managed Assets ($) | $12,567,000 | 341 |
| Memoranda | ||
| Gross Fiduciary activities income | $544,000 | 316 |
| 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 | $226,000 | 549 |
| Number of Managed Accounts | $209,000 | 468 |
| Number of Non-Managed Accounts | $17,000 | 664 |
| Total fiduciary and related assets | $1,021,560,000 | 183 |
| Managed Assets ($) | $1,009,019,000 | 138 |
| Non-managed Assets ($) | $12,541,000 | 548 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,331,000 | 308 |
| 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 | $227,000 | 379 |
| Number of Managed Accounts | $212,000 | 354 |
| Number of Non-Managed Accounts | $15,000 | 340 |
| Total fiduciary and related assets | $979,665,000 | 187 |
| Managed Assets ($) | $972,546,000 | 140 |
| Non-managed Assets ($) | $7,119,000 | 362 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,754,000 | 309 |
| 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 | $224,000 | 383 |
| Number of Managed Accounts | $210,000 | 357 |
| Number of Non-Managed Accounts | $14,000 | 346 |
| Total fiduciary and related assets | $989,994,000 | 192 |
| Managed Assets ($) | $982,101,000 | 147 |
| Non-managed Assets ($) | $7,893,000 | 362 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,200,000 | 308 |
| 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 | $232,000 | 380 |
| Number of Managed Accounts | $215,000 | 353 |
| Number of Non-Managed Accounts | $17,000 | 344 |
| Total fiduciary and related assets | $976,003,000 | 194 |
| Managed Assets ($) | $969,561,000 | 148 |
| Non-managed Assets ($) | $6,442,000 | 365 |
| Memoranda | ||
| Gross Fiduciary activities income | $581,000 | 312 |
| 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 | $214,000 | 575 |
| Number of Managed Accounts | $198,000 | 488 |
| Number of Non-Managed Accounts | $16,000 | 718 |
| Total fiduciary and related assets | $364,350,000 | 327 |
| Managed Assets ($) | $357,366,000 | 281 |
| Non-managed Assets ($) | $6,984,000 | 661 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,152,000 | 325 |
| 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 | $213,000 | 386 |
| Number of Managed Accounts | $201,000 | 361 |
| Number of Non-Managed Accounts | $12,000 | 356 |
| Total fiduciary and related assets | $371,862,000 | 319 |
| Managed Assets ($) | $358,940,000 | 276 |
| Non-managed Assets ($) | $12,922,000 | 343 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,563,000 | 327 |
| 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 | $202,000 | 390 |
| Number of Managed Accounts | $192,000 | 363 |
| Number of Non-Managed Accounts | $10,000 | 364 |
| Total fiduciary and related assets | $357,400,000 | 328 |
| Managed Assets ($) | $354,569,000 | 278 |
| Non-managed Assets ($) | $2,831,000 | 384 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,006,000 | 335 |
| 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 | $179,000 | 394 |
| Number of Managed Accounts | $173,000 | 369 |
| Number of Non-Managed Accounts | $6,000 | 375 |
| Total fiduciary and related assets | $325,025,000 | 343 |
| Managed Assets ($) | $321,758,000 | 292 |
| Non-managed Assets ($) | $3,267,000 | 380 |
| Memoranda | ||
| Gross Fiduciary activities income | $487,000 | 339 |
| 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 | $149,000 | 678 |
| Number of Managed Accounts | $143,000 | 571 |
| Number of Non-Managed Accounts | $6,000 | 884 |
| Total fiduciary and related assets | $316,361,000 | 343 |
| Managed Assets ($) | $313,424,000 | 295 |
| Non-managed Assets ($) | $2,937,000 | 778 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,785,000 | 341 |
| 2013-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $147,000 | 380 |
| Number of Managed Accounts | $141,000 | 357 |
| Number of Non-Managed Accounts | $6,000 | 361 |
| Total fiduciary and related assets | $289,584,000 | 346 |
| Managed Assets ($) | $289,275,000 | 295 |
| Non-managed Assets ($) | $309,000 | 380 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,401,000 | 333 |
| 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 | $113,000 | 386 |
| Number of Managed Accounts | $109,000 | 367 |
| Number of Non-Managed Accounts | $4,000 | 370 |
| Total fiduciary and related assets | $234,114,000 | 366 |
| Managed Assets ($) | $233,884,000 | 309 |
| Non-managed Assets ($) | $230,000 | 380 |
| Memoranda | ||
| Gross Fiduciary activities income | $969,000 | 326 |
| 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 | $113,000 | 390 |
| Number of Managed Accounts | $104,000 | 371 |
| Number of Non-Managed Accounts | $9,000 | 355 |
| Total fiduciary and related assets | $228,998,000 | 367 |
| Managed Assets ($) | $228,433,000 | 308 |
| Non-managed Assets ($) | $565,000 | 382 |
| Memoranda | ||
| Gross Fiduciary activities income | $527,000 | 312 |
| 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 | $96,000 | 795 |
| Number of Managed Accounts | $92,000 | 674 |
| Number of Non-Managed Accounts | $4,000 | 957 |
| Total fiduciary and related assets | $277,367,000 | 348 |
| Managed Assets ($) | $277,347,000 | 290 |
| Non-managed Assets ($) | $20,000 | 1,100 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,170,000 | 412 |
| 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 | $790,000 | 437 |
| 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 | $493,000 | 455 |
| 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 | $234,000 | 468 |
| 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 | $57,000 | 927 |
| Number of Managed Accounts | $53,000 | 814 |
| Number of Non-Managed Accounts | $4,000 | 973 |
| Total fiduciary and related assets | $137,340,000 | 480 |
| Managed Assets ($) | $137,072,000 | 388 |
| Non-managed Assets ($) | $268,000 | 1,029 |
| 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 | $55,000 | 394 |
| Number of Managed Accounts | $52,000 | 369 |
| Number of Non-Managed Accounts | $3,000 | 379 |
| Total fiduciary and related assets | $116,924,000 | 370 |
| Managed Assets ($) | $116,778,000 | 332 |
| Non-managed Assets ($) | $146,000 | 381 |
| 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 | $50,000 | 400 |
| Number of Managed Accounts | $47,000 | 375 |
| Number of Non-Managed Accounts | $3,000 | 382 |
| Total fiduciary and related assets | $126,500,000 | 373 |
| Managed Assets ($) | $126,460,000 | 336 |
| Non-managed Assets ($) | $40,000 | 391 |
| 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 | $44,000 | 406 |
| Number of Managed Accounts | $44,000 | 382 |
| Number of Non-Managed Accounts | $0 | 404 |
| Total fiduciary and related assets | $121,933,000 | 378 |
| Managed Assets ($) | $121,933,000 | 341 |
| Non-managed Assets ($) | $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 | $38,000 | 1,064 |
| Number of Managed Accounts | $38,000 | 904 |
| Number of Non-Managed Accounts | $0 | 1,219 |
| Total fiduciary and related assets | $116,817,000 | 528 |
| Managed Assets ($) | $116,817,000 | 448 |
| Non-managed Assets ($) | $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 | $43,000 | 390 |
| Number of Managed Accounts | $43,000 | 367 |
| Number of Non-Managed Accounts | $0 | 391 |
| Total fiduciary and related assets | $109,309,000 | 368 |
| Managed Assets ($) | $109,309,000 | 334 |
| Non-managed Assets ($) | $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 | $36,000 | 394 |
| Number of Managed Accounts | $36,000 | 370 |
| Number of Non-Managed Accounts | $0 | 394 |
| Total fiduciary and related assets | $94,005,000 | 372 |
| Managed Assets ($) | $94,005,000 | 338 |
| Non-managed Assets ($) | $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 | $34,000 | 403 |
| Number of Managed Accounts | $34,000 | 374 |
| Number of Non-Managed Accounts | $0 | 401 |
| Total fiduciary and related assets | $75,946,000 | 382 |
| Managed Assets ($) | $75,946,000 | 346 |
| Non-managed Assets ($) | $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 | $30,000 | 1,149 |
| Number of Managed Accounts | $30,000 | 980 |
| Number of Non-Managed Accounts | $0 | 1,248 |
| Total fiduciary and related assets | $81,541,000 | 624 |
| Managed Assets ($) | $81,541,000 | 516 |
| Non-managed Assets ($) | $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 | $30,000 | 395 |
| Number of Managed Accounts | $30,000 | 364 |
| Number of Non-Managed Accounts | $0 | 386 |
| Total fiduciary and related assets | $79,868,000 | 371 |
| Managed Assets ($) | $79,868,000 | 338 |
| Non-managed Assets ($) | $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 | $28,000 | 403 |
| Number of Managed Accounts | $28,000 | 373 |
| Number of Non-Managed Accounts | $0 | 393 |
| Total fiduciary and related assets | $78,663,000 | 376 |
| Managed Assets ($) | $78,663,000 | 345 |
| Non-managed Assets ($) | $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 | $25,000 | 404 |
| Number of Managed Accounts | $25,000 | 377 |
| Number of Non-Managed Accounts | $0 | 393 |
| Total fiduciary and related assets | $82,703,000 | 375 |
| Managed Assets ($) | $82,703,000 | 341 |
| Non-managed Assets ($) | $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 | $18,000 | 1,282 |
| Number of Managed Accounts | $18,000 | 1,109 |
| Number of Non-Managed Accounts | $0 | 1,251 |
| Total fiduciary and related assets | $65,342,000 | 672 |
| Managed Assets ($) | $65,342,000 | 570 |
| Non-managed Assets ($) | $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 | $14,000 | 433 |
| Number of Managed Accounts | $13,000 | 409 |
| Number of Non-Managed Accounts | $1,000 | 416 |
| Total fiduciary and related assets | $59,125,000 | 407 |
| Managed Assets ($) | $49,125,000 | 380 |
| Non-managed Assets ($) | $10,000,000 | 353 |
| 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 | $10,000 | 443 |
| Number of Managed Accounts | $10,000 | 415 |
| Number of Non-Managed Accounts | $0 | 427 |
| Total fiduciary and related assets | $31,070,000 | 428 |
| Managed Assets ($) | $31,070,000 | 398 |
| Non-managed Assets ($) | $0 | 426 |
| 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 | $3,000 | 452 |
| Number of Managed Accounts | $3,000 | 423 |
| Number of Non-Managed Accounts | $0 | 433 |
| Total fiduciary and related assets | $14,308,000 | 443 |
| Managed Assets ($) | $14,308,000 | 415 |
| Non-managed Assets ($) | $0 | 431 |
| 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 | $2,000 | 1,584 |
| Number of Managed Accounts | $2,000 | 1,461 |
| Number of Non-Managed Accounts | $0 | 1,300 |
| Total fiduciary and related assets | $750,000 | 1,502 |
| Managed Assets ($) | $750,000 | 1,408 |
| Non-managed Assets ($) | $0 | 1,291 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |