Home > First Security Bank > Fiduciary and Related Services
First Security Bank, Fiduciary and Related Services
| 2023-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 5 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,061,000 | 224 |
| Number of Managed Accounts | $1,006,000 | 193 |
| Number of Non-Managed Accounts | $55,000 | 245 |
| Total fiduciary and related assets | $2,822,841,000 | 148 |
| Managed Assets ($) | $2,215,600,000 | 127 |
| Non-managed Assets ($) | $607,241,000 | 142 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,722,000 | 261 |
| 2023-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 3 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,041,000 | 236 |
| Number of Managed Accounts | $985,000 | 200 |
| Number of Non-Managed Accounts | $56,000 | 270 |
| Total fiduciary and related assets | $2,452,394,000 | 156 |
| Managed Assets ($) | $1,881,311,000 | 138 |
| Non-managed Assets ($) | $571,083,000 | 140 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,465,000 | 259 |
| 2023-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,033,000 | 231 |
| Number of Managed Accounts | $963,000 | 201 |
| Number of Non-Managed Accounts | $70,000 | 228 |
| Total fiduciary and related assets | $2,495,545,000 | 160 |
| Managed Assets ($) | $1,862,217,000 | 144 |
| Non-managed Assets ($) | $633,328,000 | 146 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,299,000 | 262 |
| 2022-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,041,000 | 244 |
| Number of Managed Accounts | $974,000 | 209 |
| Number of Non-Managed Accounts | $67,000 | 328 |
| Total fiduciary and related assets | $2,474,512,000 | 158 |
| Managed Assets ($) | $1,863,864,000 | 142 |
| Non-managed Assets ($) | $610,648,000 | 144 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,104,000 | 267 |
| 2022-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,004,000 | 238 |
| Number of Managed Accounts | $946,000 | 205 |
| Number of Non-Managed Accounts | $58,000 | 250 |
| Total fiduciary and related assets | $2,267,163,000 | 162 |
| Managed Assets ($) | $1,696,630,000 | 147 |
| Non-managed Assets ($) | $570,533,000 | 147 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,961,000 | 261 |
| 2022-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,064,000 | 212 |
| Number of Managed Accounts | $998,000 | 185 |
| Number of Non-Managed Accounts | $66,000 | 234 |
| Total fiduciary and related assets | $2,221,122,000 | 134 |
| Managed Assets ($) | $1,691,280,000 | 124 |
| Non-managed Assets ($) | $529,842,000 | 121 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,714,000 | 224 |
| 2022-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,040,000 | 212 |
| Number of Managed Accounts | $988,000 | 183 |
| Number of Non-Managed Accounts | $52,000 | 231 |
| Total fiduciary and related assets | $2,463,998,000 | 137 |
| Managed Assets ($) | $1,928,582,000 | 124 |
| Non-managed Assets ($) | $535,416,000 | 123 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,432,000 | 224 |
| 2021-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,010,000 | 228 |
| Number of Managed Accounts | $960,000 | 192 |
| Number of Non-Managed Accounts | $50,000 | 374 |
| Total fiduciary and related assets | $2,458,081,000 | 141 |
| Managed Assets ($) | $1,821,099,000 | 131 |
| Non-managed Assets ($) | $636,982,000 | 123 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,754,000 | 242 |
| 2021-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,008,000 | 217 |
| Number of Managed Accounts | $956,000 | 188 |
| Number of Non-Managed Accounts | $52,000 | 233 |
| Total fiduciary and related assets | $2,310,589,000 | 144 |
| Managed Assets ($) | $1,710,635,000 | 140 |
| Non-managed Assets ($) | $599,954,000 | 123 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,584,000 | 239 |
| 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 | $997,000 | 223 |
| Number of Managed Accounts | $944,000 | 197 |
| Number of Non-Managed Accounts | $53,000 | 258 |
| Total fiduciary and related assets | $2,231,906,000 | 145 |
| Managed Assets ($) | $1,673,144,000 | 140 |
| Non-managed Assets ($) | $558,762,000 | 127 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,358,000 | 241 |
| 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 | $965,000 | 222 |
| Number of Managed Accounts | $921,000 | 196 |
| Number of Non-Managed Accounts | $44,000 | 248 |
| Total fiduciary and related assets | $2,180,622,000 | 146 |
| Managed Assets ($) | $1,667,495,000 | 133 |
| Non-managed Assets ($) | $513,127,000 | 127 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,121,000 | 244 |
| 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 | $921,000 | 238 |
| Number of Managed Accounts | $878,000 | 208 |
| Number of Non-Managed Accounts | $43,000 | 414 |
| Total fiduciary and related assets | $2,145,379,000 | 142 |
| Managed Assets ($) | $1,637,658,000 | 132 |
| Non-managed Assets ($) | $507,721,000 | 127 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,822,000 | 252 |
| 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 | $875,000 | 226 |
| Number of Managed Accounts | $838,000 | 206 |
| Number of Non-Managed Accounts | $37,000 | 262 |
| Total fiduciary and related assets | $1,943,014,000 | 142 |
| Managed Assets ($) | $1,565,828,000 | 126 |
| Non-managed Assets ($) | $377,186,000 | 134 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,839,000 | 249 |
| 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 | $878,000 | 238 |
| Number of Managed Accounts | $844,000 | 209 |
| Number of Non-Managed Accounts | $34,000 | 295 |
| Total fiduciary and related assets | $1,847,318,000 | 144 |
| Managed Assets ($) | $1,491,542,000 | 129 |
| Non-managed Assets ($) | $355,776,000 | 142 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,882,000 | 253 |
| 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 | $895,000 | 225 |
| Number of Managed Accounts | $857,000 | 199 |
| Number of Non-Managed Accounts | $38,000 | 259 |
| Total fiduciary and related assets | $1,679,331,000 | 142 |
| Managed Assets ($) | $1,334,825,000 | 133 |
| Non-managed Assets ($) | $344,506,000 | 134 |
| Memoranda | ||
| Gross Fiduciary activities income | $996,000 | 242 |
| 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 | $877,000 | 246 |
| Number of Managed Accounts | $837,000 | 214 |
| Number of Non-Managed Accounts | $40,000 | 447 |
| Total fiduciary and related assets | $1,827,250,000 | 147 |
| Managed Assets ($) | $1,420,723,000 | 140 |
| Non-managed Assets ($) | $406,527,000 | 138 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,637,000 | 254 |
| 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 | $833,000 | 234 |
| Number of Managed Accounts | $794,000 | 209 |
| Number of Non-Managed Accounts | $39,000 | 265 |
| Total fiduciary and related assets | $1,717,988,000 | 151 |
| Managed Assets ($) | $1,333,921,000 | 144 |
| Non-managed Assets ($) | $384,067,000 | 136 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,659,000 | 258 |
| 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 | $812,000 | 241 |
| Number of Managed Accounts | $776,000 | 217 |
| Number of Non-Managed Accounts | $36,000 | 289 |
| Total fiduciary and related assets | $1,633,741,000 | 156 |
| Managed Assets ($) | $1,277,233,000 | 146 |
| Non-managed Assets ($) | $356,508,000 | 141 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,728,000 | 263 |
| 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 | $799,000 | 243 |
| Number of Managed Accounts | $763,000 | 217 |
| Number of Non-Managed Accounts | $36,000 | 290 |
| Total fiduciary and related assets | $1,662,811,000 | 154 |
| Managed Assets ($) | $1,282,580,000 | 144 |
| Non-managed Assets ($) | $380,231,000 | 138 |
| Memoranda | ||
| Gross Fiduciary activities income | $857,000 | 260 |
| 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 | $812,000 | 254 |
| Number of Managed Accounts | $771,000 | 217 |
| Number of Non-Managed Accounts | $41,000 | 449 |
| Total fiduciary and related assets | $1,559,646,000 | 153 |
| Managed Assets ($) | $1,156,349,000 | 143 |
| Non-managed Assets ($) | $403,297,000 | 139 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,269,000 | 268 |
| 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 | $787,000 | 245 |
| Number of Managed Accounts | $753,000 | 216 |
| Number of Non-Managed Accounts | $34,000 | 295 |
| Total fiduciary and related assets | $1,541,802,000 | 158 |
| Managed Assets ($) | $1,214,740,000 | 145 |
| Non-managed Assets ($) | $327,062,000 | 150 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,453,000 | 268 |
| 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 | $885,000 | 234 |
| Number of Managed Accounts | $753,000 | 215 |
| Number of Non-Managed Accounts | $132,000 | 179 |
| Total fiduciary and related assets | $1,571,531,000 | 155 |
| Managed Assets ($) | $883,666,000 | 168 |
| Non-managed Assets ($) | $687,865,000 | 108 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,685,000 | 265 |
| 2018-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,159,000 | 191 |
| Number of Managed Accounts | $741,000 | 218 |
| Number of Non-Managed Accounts | $418,000 | 99 |
| Total fiduciary and related assets | $1,443,217,000 | 163 |
| Managed Assets ($) | $907,717,000 | 165 |
| Non-managed Assets ($) | $535,500,000 | 124 |
| Memoranda | ||
| Gross Fiduciary activities income | $838,000 | 265 |
| 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 | $1,148,000 | 201 |
| Number of Managed Accounts | $741,000 | 223 |
| Number of Non-Managed Accounts | $407,000 | 112 |
| Total fiduciary and related assets | $1,332,141,000 | 170 |
| Managed Assets ($) | $801,686,000 | 178 |
| Non-managed Assets ($) | $530,455,000 | 124 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,940,000 | 278 |
| 2017-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,141,000 | 197 |
| Number of Managed Accounts | $730,000 | 222 |
| Number of Non-Managed Accounts | $411,000 | 98 |
| Total fiduciary and related assets | $1,253,955,000 | 174 |
| Managed Assets ($) | $724,825,000 | 184 |
| Non-managed Assets ($) | $529,130,000 | 122 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,127,000 | 286 |
| 2017-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,149,000 | 192 |
| Number of Managed Accounts | $736,000 | 221 |
| Number of Non-Managed Accounts | $413,000 | 97 |
| Total fiduciary and related assets | $1,169,220,000 | 174 |
| Managed Assets ($) | $638,941,000 | 198 |
| Non-managed Assets ($) | $530,279,000 | 117 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,387,000 | 288 |
| 2017-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,146,000 | 191 |
| Number of Managed Accounts | $728,000 | 221 |
| Number of Non-Managed Accounts | $418,000 | 96 |
| Total fiduciary and related assets | $1,132,020,000 | 176 |
| Managed Assets ($) | $608,977,000 | 204 |
| Non-managed Assets ($) | $523,043,000 | 118 |
| Memoranda | ||
| Gross Fiduciary activities income | $700,000 | 287 |
| 2016-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,160,000 | 190 |
| Number of Managed Accounts | $739,000 | 219 |
| Number of Non-Managed Accounts | $421,000 | 108 |
| Total fiduciary and related assets | $1,104,296,000 | 177 |
| Managed Assets ($) | $598,862,000 | 204 |
| Non-managed Assets ($) | $505,434,000 | 117 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,410,000 | 300 |
| 2016-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,140,000 | 190 |
| Number of Managed Accounts | $709,000 | 220 |
| Number of Non-Managed Accounts | $431,000 | 99 |
| Total fiduciary and related assets | $1,096,057,000 | 175 |
| Managed Assets ($) | $595,309,000 | 206 |
| Non-managed Assets ($) | $500,748,000 | 121 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,838,000 | 298 |
| 2016-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,168,000 | 189 |
| Number of Managed Accounts | $734,000 | 217 |
| Number of Non-Managed Accounts | $434,000 | 99 |
| Total fiduciary and related assets | $1,076,477,000 | 177 |
| Managed Assets ($) | $597,510,000 | 206 |
| Non-managed Assets ($) | $478,967,000 | 124 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,147,000 | 307 |
| 2016-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,172,000 | 185 |
| Number of Managed Accounts | $755,000 | 213 |
| Number of Non-Managed Accounts | $417,000 | 102 |
| Total fiduciary and related assets | $1,069,882,000 | 175 |
| Managed Assets ($) | $641,501,000 | 188 |
| Non-managed Assets ($) | $428,381,000 | 126 |
| Memoranda | ||
| Gross Fiduciary activities income | $579,000 | 302 |
| 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 | $1,150,000 | 197 |
| Number of Managed Accounts | $741,000 | 217 |
| Number of Non-Managed Accounts | $409,000 | 114 |
| Total fiduciary and related assets | $1,012,335,000 | 186 |
| Managed Assets ($) | $615,167,000 | 191 |
| Non-managed Assets ($) | $397,168,000 | 125 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,145,000 | 322 |
| 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 | $833,000 | 241 |
| Number of Managed Accounts | $734,000 | 215 |
| Number of Non-Managed Accounts | $99,000 | 200 |
| Total fiduciary and related assets | $904,164,000 | 197 |
| Managed Assets ($) | $554,461,000 | 208 |
| Non-managed Assets ($) | $349,703,000 | 135 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,596,000 | 325 |
| 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 | $828,000 | 244 |
| Number of Managed Accounts | $726,000 | 222 |
| Number of Non-Managed Accounts | $102,000 | 201 |
| Total fiduciary and related assets | $908,148,000 | 200 |
| Managed Assets ($) | $568,801,000 | 208 |
| Non-managed Assets ($) | $339,347,000 | 139 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,034,000 | 329 |
| 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 | $774,000 | 254 |
| Number of Managed Accounts | $689,000 | 225 |
| Number of Non-Managed Accounts | $85,000 | 210 |
| Total fiduciary and related assets | $781,557,000 | 213 |
| Managed Assets ($) | $494,282,000 | 234 |
| Non-managed Assets ($) | $287,275,000 | 151 |
| Memoranda | ||
| Gross Fiduciary activities income | $479,000 | 342 |
| 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 | $777,000 | 266 |
| Number of Managed Accounts | $682,000 | 234 |
| Number of Non-Managed Accounts | $95,000 | 299 |
| Total fiduciary and related assets | $782,642,000 | 209 |
| Managed Assets ($) | $502,760,000 | 231 |
| Non-managed Assets ($) | $279,882,000 | 150 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,011,000 | 336 |
| 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 | $733,000 | 263 |
| Number of Managed Accounts | $619,000 | 246 |
| Number of Non-Managed Accounts | $114,000 | 186 |
| Total fiduciary and related assets | $746,566,000 | 213 |
| Managed Assets ($) | $466,827,000 | 240 |
| Non-managed Assets ($) | $279,739,000 | 149 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,547,000 | 331 |
| 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 | $751,000 | 257 |
| Number of Managed Accounts | $627,000 | 245 |
| Number of Non-Managed Accounts | $124,000 | 180 |
| Total fiduciary and related assets | $709,645,000 | 221 |
| Managed Assets ($) | $411,194,000 | 253 |
| Non-managed Assets ($) | $298,451,000 | 145 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,099,000 | 320 |
| 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 | $760,000 | 259 |
| Number of Managed Accounts | $643,000 | 238 |
| Number of Non-Managed Accounts | $117,000 | 191 |
| Total fiduciary and related assets | $669,092,000 | 230 |
| Managed Assets ($) | $392,296,000 | 258 |
| Non-managed Assets ($) | $276,796,000 | 147 |
| Memoranda | ||
| Gross Fiduciary activities income | $620,000 | 300 |
| 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 | $766,000 | 269 |
| Number of Managed Accounts | $646,000 | 242 |
| Number of Non-Managed Accounts | $120,000 | 273 |
| Total fiduciary and related assets | $676,036,000 | 221 |
| Managed Assets ($) | $412,154,000 | 250 |
| Non-managed Assets ($) | $263,882,000 | 149 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,570,000 | 367 |
| 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 | $824,000 | 236 |
| Number of Managed Accounts | $543,000 | 257 |
| Number of Non-Managed Accounts | $281,000 | 126 |
| Total fiduciary and related assets | $648,513,000 | 218 |
| Managed Assets ($) | $375,943,000 | 256 |
| Non-managed Assets ($) | $272,570,000 | 145 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,160,000 | 373 |
| 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 | $810,000 | 236 |
| Number of Managed Accounts | $546,000 | 254 |
| Number of Non-Managed Accounts | $264,000 | 133 |
| Total fiduciary and related assets | $600,418,000 | 232 |
| Managed Assets ($) | $330,627,000 | 270 |
| Non-managed Assets ($) | $269,791,000 | 144 |
| Memoranda | ||
| Gross Fiduciary activities income | $819,000 | 359 |
| 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 | $824,000 | 235 |
| Number of Managed Accounts | $512,000 | 262 |
| Number of Non-Managed Accounts | $312,000 | 123 |
| Total fiduciary and related assets | $620,630,000 | 226 |
| Managed Assets ($) | $352,315,000 | 256 |
| Non-managed Assets ($) | $268,315,000 | 144 |
| Memoranda | ||
| Gross Fiduciary activities income | $445,000 | 341 |
| 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 | $896,000 | 232 |
| Number of Managed Accounts | $578,000 | 253 |
| Number of Non-Managed Accounts | $318,000 | 152 |
| Total fiduciary and related assets | $678,343,000 | 205 |
| Managed Assets ($) | $403,406,000 | 230 |
| Non-managed Assets ($) | $274,937,000 | 141 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,523,000 | 359 |
| 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 | $657,000 | 267 |
| Number of Managed Accounts | $514,000 | 252 |
| Number of Non-Managed Accounts | $143,000 | 171 |
| Total fiduciary and related assets | $501,279,000 | 254 |
| Managed Assets ($) | $310,513,000 | 267 |
| Non-managed Assets ($) | $190,766,000 | 168 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,189,000 | 354 |
| 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 | $686,000 | 255 |
| Number of Managed Accounts | $182,000 | 339 |
| Number of Non-Managed Accounts | $504,000 | 92 |
| Total fiduciary and related assets | $520,085,000 | 237 |
| Managed Assets ($) | $161,047,000 | 327 |
| Non-managed Assets ($) | $359,038,000 | 128 |
| Memoranda | ||
| Gross Fiduciary activities income | $877,000 | 331 |
| 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 | $803,000 | 235 |
| Number of Managed Accounts | $120,000 | 344 |
| Number of Non-Managed Accounts | $683,000 | 79 |
| Total fiduciary and related assets | $475,431,000 | 253 |
| Managed Assets ($) | $113,982,000 | 343 |
| Non-managed Assets ($) | $361,449,000 | 123 |
| Memoranda | ||
| Gross Fiduciary activities income | $464,000 | 318 |
| 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 | $818,000 | 253 |
| Number of Managed Accounts | $86,000 | 695 |
| Number of Non-Managed Accounts | $732,000 | 84 |
| Total fiduciary and related assets | $476,848,000 | 244 |
| Managed Assets ($) | $104,368,000 | 463 |
| Non-managed Assets ($) | $372,480,000 | 118 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,583,000 | 311 |
| 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 | $827,000 | 231 |
| Number of Managed Accounts | $77,000 | 358 |
| Number of Non-Managed Accounts | $750,000 | 76 |
| Total fiduciary and related assets | $471,549,000 | 236 |
| Managed Assets ($) | $96,731,000 | 341 |
| Non-managed Assets ($) | $374,818,000 | 116 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,257,000 | 297 |
| 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 | $1,388,000 | 152 |
| Number of Managed Accounts | $269,000 | 317 |
| Number of Non-Managed Accounts | $1,119,000 | 57 |
| Total fiduciary and related assets | $534,489,000 | 227 |
| Managed Assets ($) | $165,098,000 | 327 |
| Non-managed Assets ($) | $369,391,000 | 121 |
| Memoranda | ||
| Gross Fiduciary activities income | $856,000 | 293 |
| 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 | $1,399,000 | 147 |
| Number of Managed Accounts | $272,000 | 320 |
| Number of Non-Managed Accounts | $1,127,000 | 59 |
| Total fiduciary and related assets | $527,368,000 | 230 |
| Managed Assets ($) | $165,755,000 | 332 |
| Non-managed Assets ($) | $361,613,000 | 126 |
| Memoranda | ||
| Gross Fiduciary activities income | $389,000 | 316 |
| 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 | $1,413,000 | 154 |
| Number of Managed Accounts | $286,000 | 406 |
| Number of Non-Managed Accounts | $1,127,000 | 64 |
| Total fiduciary and related assets | $524,679,000 | 230 |
| Managed Assets ($) | $172,929,000 | 363 |
| Non-managed Assets ($) | $351,750,000 | 128 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,642,000 | 300 |
| 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 | $1,403,000 | 149 |
| Number of Managed Accounts | $284,000 | 303 |
| Number of Non-Managed Accounts | $1,119,000 | 62 |
| Total fiduciary and related assets | $485,778,000 | 238 |
| Managed Assets ($) | $158,513,000 | 318 |
| Non-managed Assets ($) | $327,265,000 | 127 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,198,000 | 301 |
| 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 | $1,421,000 | 148 |
| Number of Managed Accounts | $284,000 | 304 |
| Number of Non-Managed Accounts | $1,137,000 | 64 |
| Total fiduciary and related assets | $438,524,000 | 246 |
| Managed Assets ($) | $149,557,000 | 319 |
| Non-managed Assets ($) | $288,967,000 | 130 |
| Memoranda | ||
| Gross Fiduciary activities income | $761,000 | 316 |
| 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 | $1,426,000 | 149 |
| Number of Managed Accounts | $293,000 | 308 |
| Number of Non-Managed Accounts | $1,133,000 | 63 |
| Total fiduciary and related assets | $440,307,000 | 254 |
| Managed Assets ($) | $153,403,000 | 323 |
| Non-managed Assets ($) | $286,904,000 | 138 |
| Memoranda | ||
| Gross Fiduciary activities income | $484,000 | 268 |
| 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 | $1,429,000 | 157 |
| Number of Managed Accounts | $298,000 | 391 |
| Number of Non-Managed Accounts | $1,131,000 | 72 |
| Total fiduciary and related assets | $444,367,000 | 254 |
| Managed Assets ($) | $158,710,000 | 366 |
| Non-managed Assets ($) | $285,657,000 | 135 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,485,000 | 304 |
| 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 | $1,422,000 | 147 |
| Number of Managed Accounts | $273,000 | 299 |
| Number of Non-Managed Accounts | $1,149,000 | 67 |
| Total fiduciary and related assets | $442,338,000 | 250 |
| Managed Assets ($) | $155,368,000 | 313 |
| Non-managed Assets ($) | $286,970,000 | 132 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,125,000 | 298 |
| 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 | $1,412,000 | 150 |
| Number of Managed Accounts | $273,000 | 306 |
| Number of Non-Managed Accounts | $1,139,000 | 65 |
| Total fiduciary and related assets | $450,875,000 | 241 |
| Managed Assets ($) | $171,379,000 | 311 |
| Non-managed Assets ($) | $279,496,000 | 134 |
| Memoranda | ||
| Gross Fiduciary activities income | $750,000 | 303 |
| 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 | $1,435,000 | 145 |
| Number of Managed Accounts | $287,000 | 305 |
| Number of Non-Managed Accounts | $1,148,000 | 62 |
| Total fiduciary and related assets | $435,749,000 | 236 |
| Managed Assets ($) | $159,453,000 | 315 |
| Non-managed Assets ($) | $276,296,000 | 127 |
| Memoranda | ||
| Gross Fiduciary activities income | $455,000 | 267 |
| 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 | $1,416,000 | 158 |
| Number of Managed Accounts | $285,000 | 406 |
| Number of Non-Managed Accounts | $1,131,000 | 75 |
| Total fiduciary and related assets | $453,605,000 | 238 |
| Managed Assets ($) | $175,008,000 | 338 |
| Non-managed Assets ($) | $278,597,000 | 134 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,407,000 | 332 |
| 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 | $1,409,000 | 149 |
| Number of Managed Accounts | $294,000 | 316 |
| Number of Non-Managed Accounts | $1,115,000 | 68 |
| Total fiduciary and related assets | $479,578,000 | 248 |
| Managed Assets ($) | $184,731,000 | 324 |
| Non-managed Assets ($) | $294,847,000 | 139 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,049,000 | 338 |
| 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 | $1,371,000 | 152 |
| Number of Managed Accounts | $296,000 | 318 |
| Number of Non-Managed Accounts | $1,075,000 | 70 |
| Total fiduciary and related assets | $491,802,000 | 251 |
| Managed Assets ($) | $202,955,000 | 324 |
| Non-managed Assets ($) | $288,847,000 | 144 |
| Memoranda | ||
| Gross Fiduciary activities income | $742,000 | 333 |
| 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 | $1,371,000 | 158 |
| Number of Managed Accounts | $310,000 | 319 |
| Number of Non-Managed Accounts | $1,061,000 | 69 |
| Total fiduciary and related assets | $490,154,000 | 260 |
| Managed Assets ($) | $215,403,000 | 331 |
| Non-managed Assets ($) | $274,751,000 | 151 |
| Memoranda | ||
| Gross Fiduciary activities income | $414,000 | 308 |
| 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 | $1,351,000 | 172 |
| Number of Managed Accounts | $309,000 | 395 |
| Number of Non-Managed Accounts | $1,042,000 | 78 |
| Total fiduciary and related assets | $514,429,000 | 257 |
| Managed Assets ($) | $236,674,000 | 321 |
| Non-managed Assets ($) | $277,755,000 | 155 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,422,000 | 341 |
| 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 | $965,000 | 210 |
| Number of Managed Accounts | $226,000 | 335 |
| Number of Non-Managed Accounts | $739,000 | 85 |
| Total fiduciary and related assets | $478,652,000 | 270 |
| Managed Assets ($) | $230,257,000 | 316 |
| Non-managed Assets ($) | $248,395,000 | 162 |
| Memoranda | ||
| Gross Fiduciary activities income | $826,000 | 390 |
| 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 | $947,000 | 218 |
| Number of Managed Accounts | $235,000 | 331 |
| Number of Non-Managed Accounts | $712,000 | 87 |
| Total fiduciary and related assets | $482,515,000 | 274 |
| Managed Assets ($) | $244,019,000 | 309 |
| Non-managed Assets ($) | $238,496,000 | 167 |
| Memoranda | ||
| Gross Fiduciary activities income | $590,000 | 381 |
| 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 | $957,000 | 208 |
| Number of Managed Accounts | $234,000 | 335 |
| Number of Non-Managed Accounts | $723,000 | 88 |
| Total fiduciary and related assets | $490,026,000 | 266 |
| Managed Assets ($) | $254,991,000 | 301 |
| Non-managed Assets ($) | $235,035,000 | 168 |
| Memoranda | ||
| Gross Fiduciary activities income | $381,000 | 328 |
| 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 | $926,000 | 233 |
| Number of Managed Accounts | $244,000 | 452 |
| Number of Non-Managed Accounts | $682,000 | 105 |
| Total fiduciary and related assets | $389,077,000 | 298 |
| Managed Assets ($) | $197,315,000 | 357 |
| Non-managed Assets ($) | $191,762,000 | 185 |
| Memoranda | ||
| Gross Fiduciary activities income | $904,000 | 436 |
| 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 | $907,000 | 229 |
| Number of Managed Accounts | $247,000 | 326 |
| Number of Non-Managed Accounts | $660,000 | 94 |
| Total fiduciary and related assets | $319,370,000 | 325 |
| Managed Assets ($) | $128,117,000 | 340 |
| Non-managed Assets ($) | $191,253,000 | 188 |
| Memoranda | ||
| Gross Fiduciary activities income | $721,000 | 410 |
| 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 | $895,000 | 231 |
| Number of Managed Accounts | $267,000 | 322 |
| Number of Non-Managed Accounts | $628,000 | 96 |
| Total fiduciary and related assets | $299,048,000 | 338 |
| Managed Assets ($) | $126,271,000 | 346 |
| Non-managed Assets ($) | $172,777,000 | 201 |
| Memoranda | ||
| Gross Fiduciary activities income | $503,000 | 398 |
| 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 | $876,000 | 236 |
| Number of Managed Accounts | $268,000 | 329 |
| Number of Non-Managed Accounts | $608,000 | 98 |
| Total fiduciary and related assets | $293,912,000 | 335 |
| Managed Assets ($) | $130,503,000 | 348 |
| Non-managed Assets ($) | $163,409,000 | 209 |
| Memoranda | ||
| Gross Fiduciary activities income | $267,000 | 385 |
| 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 | $879,000 | 255 |
| Number of Managed Accounts | $271,000 | 440 |
| Number of Non-Managed Accounts | $608,000 | 114 |
| Total fiduciary and related assets | $301,192,000 | 341 |
| Managed Assets ($) | $142,224,000 | 406 |
| Non-managed Assets ($) | $158,968,000 | 221 |
| Memoranda | ||
| Gross Fiduciary activities income | $938,000 | 405 |
| 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 | $878,000 | 231 |
| Number of Managed Accounts | $267,000 | 321 |
| Number of Non-Managed Accounts | $611,000 | 95 |
| Total fiduciary and related assets | $278,223,000 | 338 |
| Managed Assets ($) | $138,067,000 | 337 |
| Non-managed Assets ($) | $140,156,000 | 215 |
| Memoranda | ||
| Gross Fiduciary activities income | $647,000 | 422 |
| 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 | $851,000 | 232 |
| Number of Managed Accounts | $259,000 | 332 |
| Number of Non-Managed Accounts | $592,000 | 100 |
| Total fiduciary and related assets | $225,557,000 | 365 |
| Managed Assets ($) | $144,840,000 | 346 |
| Non-managed Assets ($) | $80,717,000 | 248 |
| Memoranda | ||
| Gross Fiduciary activities income | $484,000 | 394 |
| 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 | $861,000 | 231 |
| Number of Managed Accounts | $265,000 | 333 |
| Number of Non-Managed Accounts | $596,000 | 104 |
| Total fiduciary and related assets | $219,335,000 | 368 |
| Managed Assets ($) | $145,944,000 | 346 |
| Non-managed Assets ($) | $73,391,000 | 254 |
| Memoranda | ||
| Gross Fiduciary activities income | $334,000 | 333 |
| 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 | $851,000 | 256 |
| Number of Managed Accounts | $260,000 | 445 |
| Number of Non-Managed Accounts | $591,000 | 126 |
| Total fiduciary and related assets | $253,632,000 | 363 |
| Managed Assets ($) | $154,476,000 | 380 |
| Non-managed Assets ($) | $99,156,000 | 261 |
| Memoranda | ||
| Gross Fiduciary activities income | $829,000 | 418 |
| 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 | $546,000 | 452 |
| 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 | $262,000 | 557 |
| 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 | $204,000 | 428 |
| 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 | $549,000 | 372 |
| Number of Managed Accounts | $113,000 | 732 |
| Number of Non-Managed Accounts | $436,000 | 168 |
| Total fiduciary and related assets | $69,860,000 | 679 |
| Managed Assets ($) | $39,147,000 | 723 |
| Non-managed Assets ($) | $30,713,000 | 427 |
| Memoranda | ||
| Gross Fiduciary activities income | $302,000 | 706 |
| 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 | $240,000 | 687 |
| 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 | $179,000 | 665 |
| 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 | $113,000 | 604 |
| 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 | $483,000 | 418 |
| Number of Managed Accounts | $104,000 | 770 |
| Number of Non-Managed Accounts | $379,000 | 198 |
| Total fiduciary and related assets | $63,965,000 | 700 |
| Managed Assets ($) | $35,186,000 | 753 |
| Non-managed Assets ($) | $28,779,000 | 448 |
| Memoranda | ||
| Gross Fiduciary activities income | $282,000 | 730 |
| 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 | $472,000 | 403 |
| Number of Managed Accounts | $99,000 | 751 |
| Number of Non-Managed Accounts | $373,000 | 184 |
| Total fiduciary and related assets | $72,206,000 | 636 |
| Managed Assets ($) | $40,933,000 | 686 |
| Non-managed Assets ($) | $31,273,000 | 415 |
| Memoranda | ||
| Gross Fiduciary activities income | $276,000 | 746 |
| 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 | $200,000 | 810 |
| 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 | $183,000 | 884 |
| 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 | $164,000 | 906 |
| 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 | $145,000 | 971 |
| 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 | $161,000 | 1,022 |
| 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 | $132,000 | 1,101 |
| 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 | $127,000 | 1,124 |
| 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 | $93,000 | 1,228 |
| 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 | $126,000 | 1,204 |