Home > First International Bank & Trust > Fiduciary and Related Services
First International Bank & Trust, 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 | $749,000 | 291 |
| Number of Managed Accounts | $566,000 | 290 |
| Number of Non-Managed Accounts | $183,000 | 175 |
| Total fiduciary and related assets | $2,388,081,000 | 167 |
| Managed Assets ($) | $832,576,000 | 237 |
| Non-managed Assets ($) | $1,555,505,000 | 103 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,285,000 | 216 |
| 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 | $760,000 | 257 |
| Number of Managed Accounts | $586,000 | 251 |
| Number of Non-Managed Accounts | $174,000 | 148 |
| Total fiduciary and related assets | $2,377,219,000 | 162 |
| Managed Assets ($) | $847,717,000 | 222 |
| Non-managed Assets ($) | $1,529,502,000 | 102 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,129,000 | 223 |
| 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 | $848,000 | 264 |
| Number of Managed Accounts | $610,000 | 274 |
| Number of Non-Managed Accounts | $238,000 | 135 |
| Total fiduciary and related assets | $2,534,182,000 | 152 |
| Managed Assets ($) | $867,379,000 | 217 |
| Non-managed Assets ($) | $1,666,803,000 | 95 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,273,000 | 190 |
| 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 | $852,000 | 254 |
| Number of Managed Accounts | $613,000 | 255 |
| Number of Non-Managed Accounts | $239,000 | 127 |
| Total fiduciary and related assets | $2,342,967,000 | 166 |
| Managed Assets ($) | $832,406,000 | 235 |
| Non-managed Assets ($) | $1,510,561,000 | 106 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,220,000 | 188 |
| 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 | $872,000 | 276 |
| Number of Managed Accounts | $624,000 | 284 |
| Number of Non-Managed Accounts | $248,000 | 144 |
| Total fiduciary and related assets | $2,124,388,000 | 171 |
| Managed Assets ($) | $774,234,000 | 239 |
| Non-managed Assets ($) | $1,350,154,000 | 111 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,564,000 | 196 |
| 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 | $885,000 | 254 |
| Number of Managed Accounts | $642,000 | 259 |
| Number of Non-Managed Accounts | $243,000 | 130 |
| Total fiduciary and related assets | $1,930,495,000 | 174 |
| Managed Assets ($) | $786,615,000 | 229 |
| Non-managed Assets ($) | $1,143,880,000 | 118 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,446,000 | 198 |
| 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 | $903,000 | 233 |
| Number of Managed Accounts | $662,000 | 243 |
| Number of Non-Managed Accounts | $241,000 | 121 |
| Total fiduciary and related assets | $1,977,800,000 | 144 |
| Managed Assets ($) | $803,558,000 | 195 |
| Non-managed Assets ($) | $1,174,242,000 | 95 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,159,000 | 174 |
| 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 | $907,000 | 223 |
| Number of Managed Accounts | $667,000 | 232 |
| Number of Non-Managed Accounts | $240,000 | 120 |
| Total fiduciary and related assets | $1,883,708,000 | 158 |
| Managed Assets ($) | $807,590,000 | 205 |
| Non-managed Assets ($) | $1,076,118,000 | 102 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,056,000 | 181 |
| 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 | $936,000 | 234 |
| Number of Managed Accounts | $678,000 | 249 |
| Number of Non-Managed Accounts | $258,000 | 129 |
| Total fiduciary and related assets | $1,762,739,000 | 173 |
| Managed Assets ($) | $764,793,000 | 222 |
| Non-managed Assets ($) | $997,946,000 | 104 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,088,000 | 179 |
| 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 | $931,000 | 225 |
| Number of Managed Accounts | $683,000 | 231 |
| Number of Non-Managed Accounts | $248,000 | 116 |
| Total fiduciary and related assets | $1,651,589,000 | 176 |
| Managed Assets ($) | $750,504,000 | 217 |
| Non-managed Assets ($) | $901,085,000 | 104 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,637,000 | 190 |
| 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 | $931,000 | 235 |
| Number of Managed Accounts | $683,000 | 245 |
| Number of Non-Managed Accounts | $248,000 | 122 |
| Total fiduciary and related assets | $1,633,438,000 | 176 |
| Managed Assets ($) | $737,339,000 | 225 |
| Non-managed Assets ($) | $896,099,000 | 104 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,726,000 | 190 |
| 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 | $948,000 | 224 |
| Number of Managed Accounts | $682,000 | 232 |
| Number of Non-Managed Accounts | $266,000 | 116 |
| Total fiduciary and related assets | $1,534,080,000 | 176 |
| Managed Assets ($) | $688,132,000 | 225 |
| Non-managed Assets ($) | $845,948,000 | 104 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,913,000 | 182 |
| 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 | $960,000 | 234 |
| Number of Managed Accounts | $691,000 | 241 |
| Number of Non-Managed Accounts | $269,000 | 132 |
| Total fiduciary and related assets | $1,499,056,000 | 176 |
| Managed Assets ($) | $736,923,000 | 212 |
| Non-managed Assets ($) | $762,133,000 | 110 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,830,000 | 204 |
| 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 | $973,000 | 219 |
| Number of Managed Accounts | $725,000 | 219 |
| Number of Non-Managed Accounts | $248,000 | 119 |
| Total fiduciary and related assets | $1,438,861,000 | 172 |
| Managed Assets ($) | $703,654,000 | 203 |
| Non-managed Assets ($) | $735,207,000 | 107 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,220,000 | 203 |
| 2020-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,000,000 | 222 |
| Number of Managed Accounts | $751,000 | 224 |
| Number of Non-Managed Accounts | $249,000 | 127 |
| Total fiduciary and related assets | $1,324,936,000 | 182 |
| Managed Assets ($) | $681,943,000 | 205 |
| Non-managed Assets ($) | $642,993,000 | 112 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,887,000 | 202 |
| 2020-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,016,000 | 213 |
| Number of Managed Accounts | $803,000 | 208 |
| Number of Non-Managed Accounts | $213,000 | 131 |
| Total fiduciary and related assets | $862,546,000 | 206 |
| Managed Assets ($) | $682,698,000 | 192 |
| Non-managed Assets ($) | $179,848,000 | 177 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,523,000 | 199 |
| 2019-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,088,000 | 214 |
| Number of Managed Accounts | $871,000 | 207 |
| Number of Non-Managed Accounts | $217,000 | 158 |
| Total fiduciary and related assets | $1,063,749,000 | 200 |
| Managed Assets ($) | $841,609,000 | 188 |
| Non-managed Assets ($) | $222,140,000 | 173 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,525,000 | 184 |
| 2019-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,091,000 | 202 |
| Number of Managed Accounts | $874,000 | 200 |
| Number of Non-Managed Accounts | $217,000 | 131 |
| Total fiduciary and related assets | $1,039,437,000 | 200 |
| Managed Assets ($) | $816,864,000 | 181 |
| Non-managed Assets ($) | $222,573,000 | 166 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,856,000 | 186 |
| 2019-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,078,000 | 205 |
| Number of Managed Accounts | $904,000 | 202 |
| Number of Non-Managed Accounts | $174,000 | 148 |
| Total fiduciary and related assets | $1,017,962,000 | 200 |
| Managed Assets ($) | $866,003,000 | 174 |
| Non-managed Assets ($) | $151,959,000 | 200 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,279,000 | 180 |
| 2019-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,085,000 | 206 |
| Number of Managed Accounts | $896,000 | 201 |
| Number of Non-Managed Accounts | $189,000 | 145 |
| Total fiduciary and related assets | $981,533,000 | 201 |
| Managed Assets ($) | $828,345,000 | 175 |
| Non-managed Assets ($) | $153,188,000 | 202 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,680,000 | 180 |
| 2018-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,059,000 | 212 |
| Number of Managed Accounts | $895,000 | 199 |
| Number of Non-Managed Accounts | $164,000 | 197 |
| Total fiduciary and related assets | $833,169,000 | 211 |
| Managed Assets ($) | $731,504,000 | 186 |
| Non-managed Assets ($) | $101,665,000 | 239 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,049,000 | 194 |
| 2018-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,019,000 | 220 |
| Number of Managed Accounts | $868,000 | 200 |
| Number of Non-Managed Accounts | $151,000 | 162 |
| Total fiduciary and related assets | $816,717,000 | 221 |
| Managed Assets ($) | $726,413,000 | 194 |
| Non-managed Assets ($) | $90,304,000 | 250 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,517,000 | 195 |
| 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 | $996,000 | 223 |
| Number of Managed Accounts | $844,000 | 207 |
| Number of Non-Managed Accounts | $152,000 | 167 |
| Total fiduciary and related assets | $762,963,000 | 225 |
| Managed Assets ($) | $666,203,000 | 202 |
| Non-managed Assets ($) | $96,760,000 | 241 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,998,000 | 195 |
| 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 | $996,000 | 224 |
| Number of Managed Accounts | $844,000 | 207 |
| Number of Non-Managed Accounts | $152,000 | 167 |
| Total fiduciary and related assets | $762,963,000 | 222 |
| Managed Assets ($) | $666,203,000 | 199 |
| Non-managed Assets ($) | $96,760,000 | 241 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,372,000 | 206 |
| 2017-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,080,000 | 211 |
| Number of Managed Accounts | $914,000 | 198 |
| Number of Non-Managed Accounts | $166,000 | 204 |
| Total fiduciary and related assets | $757,320,000 | 225 |
| Managed Assets ($) | $659,403,000 | 203 |
| Non-managed Assets ($) | $97,917,000 | 247 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,743,000 | 217 |
| 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 | $917,000 | 234 |
| Number of Managed Accounts | $852,000 | 202 |
| Number of Non-Managed Accounts | $65,000 | 236 |
| Total fiduciary and related assets | $708,415,000 | 231 |
| Managed Assets ($) | $660,996,000 | 199 |
| Non-managed Assets ($) | $47,419,000 | 285 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,595,000 | 215 |
| 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 | $905,000 | 233 |
| Number of Managed Accounts | $842,000 | 203 |
| Number of Non-Managed Accounts | $63,000 | 240 |
| Total fiduciary and related assets | $715,383,000 | 224 |
| Managed Assets ($) | $667,804,000 | 191 |
| Non-managed Assets ($) | $47,579,000 | 284 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,434,000 | 214 |
| 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 | $896,000 | 233 |
| Number of Managed Accounts | $830,000 | 205 |
| Number of Non-Managed Accounts | $66,000 | 234 |
| Total fiduciary and related assets | $694,691,000 | 227 |
| Managed Assets ($) | $642,760,000 | 196 |
| Non-managed Assets ($) | $51,931,000 | 275 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,177,000 | 218 |
| 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 | $868,000 | 242 |
| Number of Managed Accounts | $805,000 | 209 |
| Number of Non-Managed Accounts | $63,000 | 377 |
| Total fiduciary and related assets | $663,366,000 | 232 |
| Managed Assets ($) | $617,136,000 | 199 |
| Non-managed Assets ($) | $46,230,000 | 336 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,413,000 | 217 |
| 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 | $875,000 | 234 |
| Number of Managed Accounts | $808,000 | 206 |
| Number of Non-Managed Accounts | $67,000 | 239 |
| Total fiduciary and related assets | $676,704,000 | 229 |
| Managed Assets ($) | $623,580,000 | 196 |
| Non-managed Assets ($) | $53,124,000 | 278 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,195,000 | 218 |
| 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 | $870,000 | 236 |
| Number of Managed Accounts | $807,000 | 206 |
| Number of Non-Managed Accounts | $63,000 | 245 |
| Total fiduciary and related assets | $659,918,000 | 232 |
| Managed Assets ($) | $610,595,000 | 200 |
| Non-managed Assets ($) | $49,323,000 | 281 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,029,000 | 225 |
| 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 | $851,000 | 238 |
| Number of Managed Accounts | $787,000 | 207 |
| Number of Non-Managed Accounts | $64,000 | 245 |
| Total fiduciary and related assets | $637,015,000 | 236 |
| Managed Assets ($) | $587,074,000 | 207 |
| Non-managed Assets ($) | $49,941,000 | 280 |
| Memoranda | ||
| Gross Fiduciary activities income | $980,000 | 231 |
| 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 | $850,000 | 247 |
| Number of Managed Accounts | $785,000 | 208 |
| Number of Non-Managed Accounts | $65,000 | 373 |
| Total fiduciary and related assets | $632,944,000 | 234 |
| Managed Assets ($) | $577,971,000 | 207 |
| Non-managed Assets ($) | $54,973,000 | 308 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,509,000 | 219 |
| 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 | $843,000 | 240 |
| Number of Managed Accounts | $780,000 | 205 |
| Number of Non-Managed Accounts | $63,000 | 244 |
| Total fiduciary and related assets | $580,927,000 | 247 |
| Managed Assets ($) | $539,512,000 | 211 |
| Non-managed Assets ($) | $41,415,000 | 288 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,304,000 | 221 |
| 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 | $822,000 | 245 |
| Number of Managed Accounts | $763,000 | 213 |
| Number of Non-Managed Accounts | $59,000 | 256 |
| Total fiduciary and related assets | $592,872,000 | 254 |
| Managed Assets ($) | $552,543,000 | 217 |
| Non-managed Assets ($) | $40,329,000 | 296 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,260,000 | 222 |
| 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 | $812,000 | 245 |
| Number of Managed Accounts | $753,000 | 214 |
| Number of Non-Managed Accounts | $59,000 | 256 |
| Total fiduciary and related assets | $602,302,000 | 253 |
| Managed Assets ($) | $553,108,000 | 218 |
| Non-managed Assets ($) | $49,194,000 | 288 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,071,000 | 229 |
| 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 | $800,000 | 260 |
| Number of Managed Accounts | $741,000 | 221 |
| Number of Non-Managed Accounts | $59,000 | 416 |
| Total fiduciary and related assets | $584,569,000 | 256 |
| Managed Assets ($) | $537,336,000 | 223 |
| Non-managed Assets ($) | $47,233,000 | 343 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,846,000 | 231 |
| 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 | $670,000 | 274 |
| Number of Managed Accounts | $616,000 | 248 |
| Number of Non-Managed Accounts | $54,000 | 265 |
| Total fiduciary and related assets | $548,194,000 | 263 |
| Managed Assets ($) | $506,351,000 | 228 |
| Non-managed Assets ($) | $41,843,000 | 296 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,770,000 | 238 |
| 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 | $750,000 | 258 |
| Number of Managed Accounts | $695,000 | 224 |
| Number of Non-Managed Accounts | $55,000 | 263 |
| Total fiduciary and related assets | $532,451,000 | 263 |
| Managed Assets ($) | $491,290,000 | 235 |
| Non-managed Assets ($) | $41,161,000 | 297 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,806,000 | 244 |
| 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 | $718,000 | 266 |
| Number of Managed Accounts | $658,000 | 233 |
| Number of Non-Managed Accounts | $60,000 | 253 |
| Total fiduciary and related assets | $514,480,000 | 264 |
| Managed Assets ($) | $472,521,000 | 233 |
| Non-managed Assets ($) | $41,959,000 | 296 |
| Memoranda | ||
| Gross Fiduciary activities income | $903,000 | 245 |
| 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 | $680,000 | 293 |
| Number of Managed Accounts | $621,000 | 252 |
| Number of Non-Managed Accounts | $59,000 | 428 |
| Total fiduciary and related assets | $491,615,000 | 269 |
| Managed Assets ($) | $448,690,000 | 235 |
| Non-managed Assets ($) | $42,925,000 | 355 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,089,000 | 252 |
| 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 | $635,000 | 277 |
| Number of Managed Accounts | $577,000 | 246 |
| Number of Non-Managed Accounts | $58,000 | 256 |
| Total fiduciary and related assets | $433,478,000 | 282 |
| Managed Assets ($) | $398,447,000 | 249 |
| Non-managed Assets ($) | $35,031,000 | 297 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,297,000 | 252 |
| 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 | $621,000 | 275 |
| Number of Managed Accounts | $568,000 | 247 |
| Number of Non-Managed Accounts | $53,000 | 267 |
| Total fiduciary and related assets | $389,547,000 | 297 |
| Managed Assets ($) | $358,473,000 | 255 |
| Non-managed Assets ($) | $31,074,000 | 304 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,527,000 | 252 |
| 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 | $608,000 | 280 |
| Number of Managed Accounts | $558,000 | 248 |
| Number of Non-Managed Accounts | $50,000 | 275 |
| Total fiduciary and related assets | $373,318,000 | 297 |
| Managed Assets ($) | $347,880,000 | 259 |
| Non-managed Assets ($) | $25,438,000 | 316 |
| Memoranda | ||
| Gross Fiduciary activities income | $822,000 | 242 |
| 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 | $556,000 | 333 |
| Number of Managed Accounts | $528,000 | 273 |
| Number of Non-Managed Accounts | $28,000 | 619 |
| Total fiduciary and related assets | $348,117,000 | 303 |
| Managed Assets ($) | $336,578,000 | 257 |
| Non-managed Assets ($) | $11,539,000 | 576 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,523,000 | 272 |
| 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 | $551,000 | 290 |
| Number of Managed Accounts | $526,000 | 249 |
| Number of Non-Managed Accounts | $25,000 | 301 |
| Total fiduciary and related assets | $292,963,000 | 331 |
| Managed Assets ($) | $285,692,000 | 279 |
| Non-managed Assets ($) | $7,271,000 | 337 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,857,000 | 275 |
| 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 | $551,000 | 288 |
| Number of Managed Accounts | $529,000 | 244 |
| Number of Non-Managed Accounts | $22,000 | 306 |
| Total fiduciary and related assets | $278,763,000 | 333 |
| Managed Assets ($) | $272,562,000 | 279 |
| Non-managed Assets ($) | $6,201,000 | 342 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,255,000 | 271 |
| 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 | $547,000 | 286 |
| Number of Managed Accounts | $527,000 | 243 |
| Number of Non-Managed Accounts | $20,000 | 308 |
| Total fiduciary and related assets | $273,809,000 | 340 |
| Managed Assets ($) | $267,815,000 | 281 |
| Non-managed Assets ($) | $5,994,000 | 342 |
| Memoranda | ||
| Gross Fiduciary activities income | $610,000 | 278 |
| 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 | $540,000 | 341 |
| Number of Managed Accounts | $518,000 | 267 |
| Number of Non-Managed Accounts | $22,000 | 692 |
| Total fiduciary and related assets | $257,907,000 | 347 |
| Managed Assets ($) | $251,763,000 | 289 |
| Non-managed Assets ($) | $6,144,000 | 678 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,073,000 | 262 |
| 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 | $1,532,000 | 264 |
| 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 | $982,000 | 271 |
| 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 | $471,000 | 278 |
| 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 | $542,000 | 345 |
| Number of Managed Accounts | $506,000 | 275 |
| Number of Non-Managed Accounts | $36,000 | 595 |
| Total fiduciary and related assets | $240,604,000 | 363 |
| Managed Assets ($) | $212,349,000 | 322 |
| Non-managed Assets ($) | $28,255,000 | 431 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,678,000 | 295 |
| 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 | $1,254,000 | 291 |
| 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 | $864,000 | 286 |
| 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 | $426,000 | 287 |
| 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 | $457,000 | 398 |
| Number of Managed Accounts | $417,000 | 319 |
| Number of Non-Managed Accounts | $40,000 | 582 |
| Total fiduciary and related assets | $166,131,000 | 437 |
| Managed Assets ($) | $140,515,000 | 394 |
| Non-managed Assets ($) | $25,616,000 | 450 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,225,000 | 342 |
| 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 | $908,000 | 345 |
| 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 | $597,000 | 347 |
| 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 | $294,000 | 349 |
| 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 | $485,000 | 390 |
| Number of Managed Accounts | $449,000 | 301 |
| Number of Non-Managed Accounts | $36,000 | 613 |
| Total fiduciary and related assets | $149,527,000 | 448 |
| Managed Assets ($) | $123,831,000 | 412 |
| Non-managed Assets ($) | $25,696,000 | 421 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,248,000 | 357 |
| 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 | $957,000 | 356 |
| 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 | $628,000 | 368 |
| 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 | $292,000 | 387 |
| 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 | $421,000 | 429 |
| Number of Managed Accounts | $354,000 | 361 |
| Number of Non-Managed Accounts | $67,000 | 474 |
| Total fiduciary and related assets | $163,149,000 | 486 |
| Managed Assets ($) | $124,722,000 | 451 |
| Non-managed Assets ($) | $38,427,000 | 399 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,064,000 | 407 |
| 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 | $784,000 | 403 |
| 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 | $538,000 | 408 |
| 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 | $261,000 | 416 |
| 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 | $402,000 | 429 |
| Number of Managed Accounts | $399,000 | 327 |
| Number of Non-Managed Accounts | $3,000 | 1,121 |
| Total fiduciary and related assets | $135,704,000 | 514 |
| Managed Assets ($) | $135,428,000 | 428 |
| Non-managed Assets ($) | $276,000 | 1,176 |
| Memoranda | ||
| Gross Fiduciary activities income | $868,000 | 444 |
| 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 | $649,000 | 446 |
| 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 | $439,000 | 448 |
| 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 | $213,000 | 462 |
| 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 | $345,000 | 486 |
| Number of Managed Accounts | $345,000 | 372 |
| Number of Non-Managed Accounts | $0 | 1,373 |
| Total fiduciary and related assets | $128,873,000 | 521 |
| Managed Assets ($) | $128,873,000 | 425 |
| Non-managed Assets ($) | $0 | 1,365 |
| Memoranda | ||
| Gross Fiduciary activities income | $826,000 | 441 |
| 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 | $612,000 | 435 |
| 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 | $412,000 | 433 |
| 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 | $214,000 | 432 |
| 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 | $293,000 | 538 |
| Number of Managed Accounts | $280,000 | 420 |
| Number of Non-Managed Accounts | $13,000 | 924 |
| Total fiduciary and related assets | $111,791,000 | 545 |
| Managed Assets ($) | $111,264,000 | 453 |
| Non-managed Assets ($) | $527,000 | 1,136 |
| Memoranda | ||
| Gross Fiduciary activities income | $604,000 | 509 |
| 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 | $445,000 | 511 |
| 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 | $301,000 | 510 |
| 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 | $157,000 | 501 |
| 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 | $275,000 | 571 |
| Number of Managed Accounts | $224,000 | 493 |
| Number of Non-Managed Accounts | $51,000 | 613 |
| Total fiduciary and related assets | $84,743,000 | 619 |
| Managed Assets ($) | $65,230,000 | 581 |
| Non-managed Assets ($) | $19,513,000 | 519 |
| Memoranda | ||
| Gross Fiduciary activities income | $506,000 | 562 |
| 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 | $376,000 | 566 |
| 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 | $259,000 | 560 |
| 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 | $130,000 | 567 |
| 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 | $275,000 | 598 |
| Number of Managed Accounts | $229,000 | 516 |
| Number of Non-Managed Accounts | $46,000 | 652 |
| Total fiduciary and related assets | $70,243,000 | 674 |
| Managed Assets ($) | $55,895,000 | 627 |
| Non-managed Assets ($) | $14,348,000 | 575 |
| Memoranda | ||
| Gross Fiduciary activities income | $497,000 | 573 |
| 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 | $292,000 | 540 |
| Number of Managed Accounts | $247,000 | 463 |
| Number of Non-Managed Accounts | $45,000 | 621 |
| Total fiduciary and related assets | $74,240,000 | 625 |
| Managed Assets ($) | $58,340,000 | 585 |
| Non-managed Assets ($) | $15,900,000 | 544 |
| Memoranda | ||
| Gross Fiduciary activities income | $505,000 | 594 |
| 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 | $493,000 | 604 |
| 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 | $468,000 | 660 |
| 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 | $476,000 | 652 |
| 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 | $405,000 | 729 |
| 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 | $362,000 | 808 |
| 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 | $311,000 | 885 |
| 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 | $263,000 | 947 |
| 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 | $183,000 | 1,074 |
| 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 | $6,000 | 1,580 |