Home > First Western Bank & Trust > Fiduciary and Related Services
First Western 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 | $1,468,000 | 178 |
| Number of Managed Accounts | $974,000 | 212 |
| Number of Non-Managed Accounts | $494,000 | 90 |
| Total fiduciary and related assets | $820,728,000 | 273 |
| Managed Assets ($) | $594,022,000 | 281 |
| Non-managed Assets ($) | $226,706,000 | 201 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,474,000 | 275 |
| 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 | $0 | 375 |
| Number of Managed Accounts | $0 | 366 |
| Number of Non-Managed Accounts | $0 | 365 |
| Total fiduciary and related assets | $0 | 376 |
| Managed Assets ($) | $0 | 366 |
| Non-managed Assets ($) | $0 | 363 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,557,000 | 264 |
| 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 | $1,472,000 | 169 |
| Number of Managed Accounts | $954,000 | 207 |
| Number of Non-Managed Accounts | $518,000 | 85 |
| Total fiduciary and related assets | $777,664,000 | 273 |
| Managed Assets ($) | $560,282,000 | 275 |
| Non-managed Assets ($) | $217,382,000 | 199 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,515,000 | 255 |
| 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 | $0 | 384 |
| Number of Managed Accounts | $0 | 375 |
| Number of Non-Managed Accounts | $0 | 373 |
| Total fiduciary and related assets | $0 | 384 |
| Managed Assets ($) | $0 | 375 |
| Non-managed Assets ($) | $0 | 373 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,601,000 | 233 |
| 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 | $1,477,000 | 180 |
| Number of Managed Accounts | $904,000 | 223 |
| Number of Non-Managed Accounts | $573,000 | 86 |
| Total fiduciary and related assets | $796,252,000 | 277 |
| Managed Assets ($) | $530,189,000 | 292 |
| Non-managed Assets ($) | $266,063,000 | 193 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,517,000 | 283 |
| 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 | $1,443,000 | 180 |
| Number of Managed Accounts | $863,000 | 220 |
| Number of Non-Managed Accounts | $580,000 | 79 |
| Total fiduciary and related assets | $707,886,000 | 274 |
| Managed Assets ($) | $498,707,000 | 281 |
| Non-managed Assets ($) | $209,179,000 | 198 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,314,000 | 282 |
| 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 | $1,438,000 | 160 |
| Number of Managed Accounts | $829,000 | 214 |
| Number of Non-Managed Accounts | $609,000 | 69 |
| Total fiduciary and related assets | $702,743,000 | 252 |
| Managed Assets ($) | $500,158,000 | 260 |
| Non-managed Assets ($) | $202,585,000 | 182 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,373,000 | 243 |
| 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 | $1,427,000 | 162 |
| Number of Managed Accounts | $806,000 | 209 |
| Number of Non-Managed Accounts | $621,000 | 66 |
| Total fiduciary and related assets | $744,295,000 | 246 |
| Managed Assets ($) | $528,447,000 | 252 |
| Non-managed Assets ($) | $215,848,000 | 177 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,143,000 | 251 |
| 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 | $1,422,000 | 167 |
| Number of Managed Accounts | $781,000 | 227 |
| Number of Non-Managed Accounts | $641,000 | 70 |
| Total fiduciary and related assets | $759,462,000 | 255 |
| Managed Assets ($) | $539,191,000 | 267 |
| Non-managed Assets ($) | $220,271,000 | 189 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,842,000 | 268 |
| 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 | $1,440,000 | 166 |
| Number of Managed Accounts | $762,000 | 217 |
| Number of Non-Managed Accounts | $678,000 | 64 |
| Total fiduciary and related assets | $674,301,000 | 256 |
| Managed Assets ($) | $468,914,000 | 258 |
| Non-managed Assets ($) | $205,387,000 | 183 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,964,000 | 261 |
| 2021-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,067,000 | 123 |
| Number of Managed Accounts | $727,000 | 237 |
| Number of Non-Managed Accounts | $1,340,000 | 46 |
| Total fiduciary and related assets | $675,147,000 | 266 |
| Managed Assets ($) | $454,601,000 | 277 |
| Non-managed Assets ($) | $220,546,000 | 187 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,094,000 | 255 |
| 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 | $2,123,000 | 121 |
| Number of Managed Accounts | $713,000 | 226 |
| Number of Non-Managed Accounts | $1,410,000 | 46 |
| Total fiduciary and related assets | $648,059,000 | 255 |
| Managed Assets ($) | $433,263,000 | 263 |
| Non-managed Assets ($) | $214,796,000 | 179 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,073,000 | 251 |
| 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 | $2,119,000 | 125 |
| Number of Managed Accounts | $674,000 | 248 |
| Number of Non-Managed Accounts | $1,445,000 | 49 |
| Total fiduciary and related assets | $622,748,000 | 270 |
| Managed Assets ($) | $423,742,000 | 282 |
| Non-managed Assets ($) | $199,006,000 | 192 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,711,000 | 299 |
| 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 | $2,285,000 | 113 |
| Number of Managed Accounts | $655,000 | 232 |
| Number of Non-Managed Accounts | $1,630,000 | 45 |
| Total fiduciary and related assets | $620,012,000 | 246 |
| Managed Assets ($) | $395,897,000 | 261 |
| Non-managed Assets ($) | $224,115,000 | 171 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,118,000 | 292 |
| 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 | $2,275,000 | 115 |
| Number of Managed Accounts | $635,000 | 249 |
| Number of Non-Managed Accounts | $1,640,000 | 45 |
| Total fiduciary and related assets | $562,787,000 | 269 |
| Managed Assets ($) | $355,733,000 | 289 |
| Non-managed Assets ($) | $207,054,000 | 180 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,362,000 | 297 |
| 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 | $2,254,000 | 115 |
| Number of Managed Accounts | $606,000 | 236 |
| Number of Non-Managed Accounts | $1,648,000 | 45 |
| Total fiduciary and related assets | $483,670,000 | 264 |
| Managed Assets ($) | $314,557,000 | 270 |
| Non-managed Assets ($) | $169,113,000 | 180 |
| Memoranda | ||
| Gross Fiduciary activities income | $774,000 | 278 |
| 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 | $2,188,000 | 122 |
| Number of Managed Accounts | $544,000 | 275 |
| Number of Non-Managed Accounts | $1,644,000 | 47 |
| Total fiduciary and related assets | $390,449,000 | 326 |
| Managed Assets ($) | $220,755,000 | 359 |
| Non-managed Assets ($) | $169,694,000 | 202 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,710,000 | 374 |
| 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 | $2,062,000 | 126 |
| Number of Managed Accounts | $419,000 | 268 |
| Number of Non-Managed Accounts | $1,643,000 | 46 |
| Total fiduciary and related assets | $372,706,000 | 301 |
| Managed Assets ($) | $202,891,000 | 311 |
| Non-managed Assets ($) | $169,815,000 | 190 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,343,000 | 368 |
| 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 | $2,100,000 | 127 |
| Number of Managed Accounts | $418,000 | 291 |
| Number of Non-Managed Accounts | $1,682,000 | 47 |
| Total fiduciary and related assets | $366,795,000 | 328 |
| Managed Assets ($) | $201,441,000 | 346 |
| Non-managed Assets ($) | $165,354,000 | 195 |
| Memoranda | ||
| Gross Fiduciary activities income | $860,000 | 375 |
| 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 | $2,098,000 | 127 |
| Number of Managed Accounts | $410,000 | 292 |
| Number of Non-Managed Accounts | $1,688,000 | 47 |
| Total fiduciary and related assets | $356,963,000 | 333 |
| Managed Assets ($) | $196,379,000 | 350 |
| Non-managed Assets ($) | $160,584,000 | 198 |
| Memoranda | ||
| Gross Fiduciary activities income | $401,000 | 385 |
| 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 | $2,103,000 | 125 |
| Number of Managed Accounts | $406,000 | 314 |
| Number of Non-Managed Accounts | $1,697,000 | 49 |
| Total fiduciary and related assets | $333,002,000 | 340 |
| Managed Assets ($) | $188,434,000 | 375 |
| Non-managed Assets ($) | $144,568,000 | 202 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,632,000 | 385 |
| 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 | $2,116,000 | 121 |
| Number of Managed Accounts | $402,000 | 293 |
| Number of Non-Managed Accounts | $1,714,000 | 44 |
| Total fiduciary and related assets | $354,920,000 | 344 |
| Managed Assets ($) | $200,063,000 | 355 |
| Non-managed Assets ($) | $154,857,000 | 201 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,282,000 | 375 |
| 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 | $2,154,000 | 116 |
| Number of Managed Accounts | $398,000 | 298 |
| Number of Non-Managed Accounts | $1,756,000 | 46 |
| Total fiduciary and related assets | $344,836,000 | 342 |
| Managed Assets ($) | $191,504,000 | 359 |
| Non-managed Assets ($) | $153,332,000 | 204 |
| Memoranda | ||
| Gross Fiduciary activities income | $806,000 | 387 |
| 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 | $2,203,000 | 113 |
| Number of Managed Accounts | $393,000 | 302 |
| Number of Non-Managed Accounts | $1,810,000 | 47 |
| Total fiduciary and related assets | $336,710,000 | 346 |
| Managed Assets ($) | $188,267,000 | 358 |
| Non-managed Assets ($) | $148,443,000 | 210 |
| Memoranda | ||
| Gross Fiduciary activities income | $388,000 | 395 |
| 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 | $2,353,000 | 109 |
| Number of Managed Accounts | $391,000 | 323 |
| Number of Non-Managed Accounts | $1,962,000 | 46 |
| Total fiduciary and related assets | $349,601,000 | 343 |
| Managed Assets ($) | $197,085,000 | 377 |
| Non-managed Assets ($) | $152,516,000 | 208 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,520,000 | 388 |
| 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 | $2,378,000 | 106 |
| Number of Managed Accounts | $378,000 | 301 |
| Number of Non-Managed Accounts | $2,000,000 | 43 |
| Total fiduciary and related assets | $342,431,000 | 337 |
| Managed Assets ($) | $191,173,000 | 354 |
| Non-managed Assets ($) | $151,258,000 | 208 |
| Memoranda | ||
| Gross Fiduciary activities income | $903,000 | 430 |
| 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 | $2,423,000 | 101 |
| Number of Managed Accounts | $377,000 | 301 |
| Number of Non-Managed Accounts | $2,046,000 | 44 |
| Total fiduciary and related assets | $335,217,000 | 336 |
| Managed Assets ($) | $187,891,000 | 353 |
| Non-managed Assets ($) | $147,326,000 | 204 |
| Memoranda | ||
| Gross Fiduciary activities income | $643,000 | 417 |
| 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 | $2,469,000 | 100 |
| Number of Managed Accounts | $375,000 | 303 |
| Number of Non-Managed Accounts | $2,094,000 | 45 |
| Total fiduciary and related assets | $337,054,000 | 336 |
| Managed Assets ($) | $190,149,000 | 356 |
| Non-managed Assets ($) | $146,905,000 | 202 |
| Memoranda | ||
| Gross Fiduciary activities income | $328,000 | 418 |
| 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 | $2,690,000 | 88 |
| Number of Managed Accounts | $376,000 | 326 |
| Number of Non-Managed Accounts | $2,314,000 | 43 |
| Total fiduciary and related assets | $349,582,000 | 330 |
| Managed Assets ($) | $177,566,000 | 393 |
| Non-managed Assets ($) | $172,016,000 | 188 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,416,000 | 395 |
| 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 | $2,715,000 | 86 |
| Number of Managed Accounts | $377,000 | 298 |
| Number of Non-Managed Accounts | $2,338,000 | 41 |
| Total fiduciary and related assets | $344,129,000 | 329 |
| Managed Assets ($) | $177,355,000 | 354 |
| Non-managed Assets ($) | $166,774,000 | 193 |
| Memoranda | ||
| Gross Fiduciary activities income | $846,000 | 435 |
| 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 | $2,754,000 | 87 |
| Number of Managed Accounts | $380,000 | 295 |
| Number of Non-Managed Accounts | $2,374,000 | 41 |
| Total fiduciary and related assets | $339,668,000 | 332 |
| Managed Assets ($) | $176,883,000 | 358 |
| Non-managed Assets ($) | $162,785,000 | 192 |
| Memoranda | ||
| Gross Fiduciary activities income | $587,000 | 433 |
| 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 | $2,788,000 | 85 |
| Number of Managed Accounts | $385,000 | 297 |
| Number of Non-Managed Accounts | $2,403,000 | 40 |
| Total fiduciary and related assets | $341,814,000 | 331 |
| Managed Assets ($) | $179,311,000 | 358 |
| Non-managed Assets ($) | $162,503,000 | 188 |
| Memoranda | ||
| Gross Fiduciary activities income | $295,000 | 438 |
| 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 | $2,823,000 | 86 |
| Number of Managed Accounts | $379,000 | 320 |
| Number of Non-Managed Accounts | $2,444,000 | 41 |
| Total fiduciary and related assets | $332,104,000 | 334 |
| Managed Assets ($) | $171,227,000 | 393 |
| Non-managed Assets ($) | $160,877,000 | 191 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,511,000 | 389 |
| 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 | $2,860,000 | 85 |
| Number of Managed Accounts | $374,000 | 298 |
| Number of Non-Managed Accounts | $2,486,000 | 38 |
| Total fiduciary and related assets | $334,534,000 | 333 |
| Managed Assets ($) | $168,286,000 | 359 |
| Non-managed Assets ($) | $166,248,000 | 187 |
| Memoranda | ||
| Gross Fiduciary activities income | $916,000 | 428 |
| 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 | $2,910,000 | 85 |
| Number of Managed Accounts | $371,000 | 302 |
| Number of Non-Managed Accounts | $2,539,000 | 37 |
| Total fiduciary and related assets | $341,226,000 | 337 |
| Managed Assets ($) | $169,410,000 | 360 |
| Non-managed Assets ($) | $171,816,000 | 185 |
| Memoranda | ||
| Gross Fiduciary activities income | $656,000 | 421 |
| 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 | $2,914,000 | 87 |
| Number of Managed Accounts | $363,000 | 310 |
| Number of Non-Managed Accounts | $2,551,000 | 38 |
| Total fiduciary and related assets | $330,812,000 | 345 |
| Managed Assets ($) | $168,353,000 | 361 |
| Non-managed Assets ($) | $162,459,000 | 188 |
| Memoranda | ||
| Gross Fiduciary activities income | $379,000 | 394 |
| 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 | $2,940,000 | 87 |
| Number of Managed Accounts | $366,000 | 346 |
| Number of Non-Managed Accounts | $2,574,000 | 41 |
| Total fiduciary and related assets | $327,089,000 | 350 |
| Managed Assets ($) | $166,562,000 | 401 |
| Non-managed Assets ($) | $160,527,000 | 188 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,509,000 | 390 |
| 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 | $2,929,000 | 85 |
| Number of Managed Accounts | $356,000 | 313 |
| Number of Non-Managed Accounts | $2,573,000 | 37 |
| Total fiduciary and related assets | $322,354,000 | 345 |
| Managed Assets ($) | $161,075,000 | 362 |
| Non-managed Assets ($) | $161,279,000 | 185 |
| Memoranda | ||
| Gross Fiduciary activities income | $944,000 | 426 |
| 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 | $2,932,000 | 84 |
| Number of Managed Accounts | $346,000 | 318 |
| Number of Non-Managed Accounts | $2,586,000 | 37 |
| Total fiduciary and related assets | $322,627,000 | 347 |
| Managed Assets ($) | $161,958,000 | 362 |
| Non-managed Assets ($) | $160,669,000 | 192 |
| Memoranda | ||
| Gross Fiduciary activities income | $699,000 | 405 |
| 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 | $2,954,000 | 86 |
| Number of Managed Accounts | $342,000 | 324 |
| Number of Non-Managed Accounts | $2,612,000 | 39 |
| Total fiduciary and related assets | $306,363,000 | 350 |
| Managed Assets ($) | $149,064,000 | 367 |
| Non-managed Assets ($) | $157,299,000 | 193 |
| Memoranda | ||
| Gross Fiduciary activities income | $365,000 | 393 |
| 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 | $2,979,000 | 86 |
| Number of Managed Accounts | $341,000 | 368 |
| Number of Non-Managed Accounts | $2,638,000 | 41 |
| Total fiduciary and related assets | $303,111,000 | 351 |
| Managed Assets ($) | $152,376,000 | 408 |
| Non-managed Assets ($) | $150,735,000 | 201 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,341,000 | 402 |
| 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 | $2,996,000 | 84 |
| Number of Managed Accounts | $338,000 | 309 |
| Number of Non-Managed Accounts | $2,658,000 | 39 |
| Total fiduciary and related assets | $291,226,000 | 345 |
| Managed Assets ($) | $148,295,000 | 351 |
| Non-managed Assets ($) | $142,931,000 | 192 |
| Memoranda | ||
| Gross Fiduciary activities income | $847,000 | 433 |
| 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 | $3,035,000 | 82 |
| Number of Managed Accounts | $343,000 | 304 |
| Number of Non-Managed Accounts | $2,692,000 | 41 |
| Total fiduciary and related assets | $278,968,000 | 352 |
| Managed Assets ($) | $141,912,000 | 349 |
| Non-managed Assets ($) | $137,056,000 | 197 |
| Memoranda | ||
| Gross Fiduciary activities income | $626,000 | 415 |
| 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 | $3,046,000 | 82 |
| Number of Managed Accounts | $341,000 | 307 |
| Number of Non-Managed Accounts | $2,705,000 | 40 |
| Total fiduciary and related assets | $279,259,000 | 349 |
| Managed Assets ($) | $140,510,000 | 350 |
| Non-managed Assets ($) | $138,749,000 | 195 |
| Memoranda | ||
| Gross Fiduciary activities income | $350,000 | 389 |
| 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 | $3,086,000 | 80 |
| Number of Managed Accounts | $341,000 | 361 |
| Number of Non-Managed Accounts | $2,745,000 | 40 |
| Total fiduciary and related assets | $263,841,000 | 362 |
| Managed Assets ($) | $133,992,000 | 416 |
| Non-managed Assets ($) | $129,849,000 | 210 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,347,000 | 384 |
| 2012-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 391 |
| Number of Managed Accounts | $0 | 377 |
| Number of Non-Managed Accounts | $0 | 373 |
| Total fiduciary and related assets | $0 | 390 |
| Managed Assets ($) | $0 | 378 |
| Non-managed Assets ($) | $0 | 370 |
| Memoranda | ||
| Gross Fiduciary activities income | $891,000 | 410 |
| 2012-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 393 |
| Number of Managed Accounts | $0 | 379 |
| Number of Non-Managed Accounts | $0 | 373 |
| Total fiduciary and related assets | $0 | 393 |
| Managed Assets ($) | $0 | 380 |
| Non-managed Assets ($) | $0 | 372 |
| Memoranda | ||
| Gross Fiduciary activities income | $594,000 | 409 |
| 2012-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 395 |
| Number of Managed Accounts | $0 | 379 |
| Number of Non-Managed Accounts | $0 | 372 |
| Total fiduciary and related assets | $0 | 394 |
| Managed Assets ($) | $0 | 379 |
| Non-managed Assets ($) | $0 | 371 |
| Memoranda | ||
| Gross Fiduciary activities income | $297,000 | 406 |
| 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 | $2,970,000 | 81 |
| Number of Managed Accounts | $328,000 | 367 |
| Number of Non-Managed Accounts | $2,642,000 | 41 |
| Total fiduciary and related assets | $232,735,000 | 369 |
| Managed Assets ($) | $119,258,000 | 433 |
| Non-managed Assets ($) | $113,477,000 | 212 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,149,000 | 369 |
| 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 | $750,000 | 392 |
| 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 | $500,000 | 400 |
| 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 | $250,000 | 405 |
| 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 | $2,540,000 | 92 |
| Number of Managed Accounts | $324,000 | 383 |
| Number of Non-Managed Accounts | $2,216,000 | 49 |
| Total fiduciary and related assets | $222,529,000 | 381 |
| Managed Assets ($) | $112,482,000 | 452 |
| Non-managed Assets ($) | $110,047,000 | 220 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,017,000 | 392 |
| 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 | $675,000 | 418 |
| 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 | $450,000 | 416 |
| 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 | $225,000 | 425 |
| 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 | $2,628,000 | 95 |
| Number of Managed Accounts | $323,000 | 377 |
| Number of Non-Managed Accounts | $2,305,000 | 48 |
| Total fiduciary and related assets | $188,239,000 | 414 |
| Managed Assets ($) | $90,637,000 | 491 |
| Non-managed Assets ($) | $97,602,000 | 236 |
| Memoranda | ||
| Gross Fiduciary activities income | $890,000 | 410 |
| 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 | $720,000 | 394 |
| 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 | $480,000 | 395 |
| 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 | $240,000 | 393 |
| 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 | $2,683,000 | 98 |
| Number of Managed Accounts | $320,000 | 381 |
| Number of Non-Managed Accounts | $2,363,000 | 51 |
| Total fiduciary and related assets | $169,181,000 | 422 |
| Managed Assets ($) | $81,567,000 | 515 |
| Non-managed Assets ($) | $87,614,000 | 236 |
| Memoranda | ||
| Gross Fiduciary activities income | $966,000 | 413 |
| 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 | $765,000 | 409 |
| 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 | $510,000 | 419 |
| 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 | $255,000 | 417 |
| 2007-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,802,000 | 94 |
| Number of Managed Accounts | $323,000 | 381 |
| Number of Non-Managed Accounts | $2,479,000 | 48 |
| Total fiduciary and related assets | $204,943,000 | 431 |
| Managed Assets ($) | $108,335,000 | 490 |
| Non-managed Assets ($) | $96,608,000 | 253 |
| Memoranda | ||
| Gross Fiduciary activities income | $973,000 | 425 |
| 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 | $720,000 | 425 |
| 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 | $480,000 | 436 |
| 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 | $240,000 | 438 |
| 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 | $2,768,000 | 90 |
| Number of Managed Accounts | $315,000 | 376 |
| Number of Non-Managed Accounts | $2,453,000 | 48 |
| Total fiduciary and related assets | $195,507,000 | 430 |
| Managed Assets ($) | $95,467,000 | 512 |
| Non-managed Assets ($) | $100,040,000 | 252 |
| Memoranda | ||
| Gross Fiduciary activities income | $924,000 | 427 |
| 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 | $709,000 | 415 |
| 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 | $473,000 | 420 |
| 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 | $236,000 | 421 |
| 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 | $2,871,000 | 101 |
| Number of Managed Accounts | $294,000 | 413 |
| Number of Non-Managed Accounts | $2,577,000 | 51 |
| Total fiduciary and related assets | $188,980,000 | 431 |
| Managed Assets ($) | $96,467,000 | 503 |
| Non-managed Assets ($) | $92,513,000 | 264 |
| Memoranda | ||
| Gross Fiduciary activities income | $883,000 | 426 |
| 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 | $540,000 | 473 |
| 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 | $671,000 | 334 |
| 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 | $339,000 | 329 |
| 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 | $1,925,000 | 132 |
| Number of Managed Accounts | $269,000 | 434 |
| Number of Non-Managed Accounts | $1,656,000 | 65 |
| Total fiduciary and related assets | $168,235,000 | 445 |
| Managed Assets ($) | $77,998,000 | 549 |
| Non-managed Assets ($) | $90,237,000 | 268 |
| Memoranda | ||
| Gross Fiduciary activities income | $675,000 | 467 |
| 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 | $465,000 | 496 |
| 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 | $310,000 | 497 |
| 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 | $155,000 | 505 |
| 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 | $1,874,000 | 136 |
| Number of Managed Accounts | $257,000 | 455 |
| Number of Non-Managed Accounts | $1,617,000 | 70 |
| Total fiduciary and related assets | $142,644,000 | 475 |
| Managed Assets ($) | $61,781,000 | 599 |
| Non-managed Assets ($) | $80,863,000 | 287 |
| Memoranda | ||
| Gross Fiduciary activities income | $604,000 | 500 |
| 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 | $441,000 | 517 |
| 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 | $294,000 | 516 |
| 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 | $147,000 | 531 |
| 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 | $1,948,000 | 145 |
| Number of Managed Accounts | $268,000 | 464 |
| Number of Non-Managed Accounts | $1,680,000 | 75 |
| Total fiduciary and related assets | $128,184,000 | 506 |
| Managed Assets ($) | $56,806,000 | 619 |
| Non-managed Assets ($) | $71,378,000 | 307 |
| Memoranda | ||
| Gross Fiduciary activities income | $568,000 | 537 |
| 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 | $1,741,000 | 141 |
| Number of Managed Accounts | $252,000 | 455 |
| Number of Non-Managed Accounts | $1,489,000 | 74 |
| Total fiduciary and related assets | $125,324,000 | 484 |
| Managed Assets ($) | $54,886,000 | 608 |
| Non-managed Assets ($) | $70,438,000 | 283 |
| Memoranda | ||
| Gross Fiduciary activities income | $596,000 | 538 |
| 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 | $544,000 | 574 |
| 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 | $515,000 | 628 |
| 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 | $489,000 | 645 |
| 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 | $444,000 | 690 |
| 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 | $404,000 | 770 |
| 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 | $346,000 | 847 |
| 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 | $307,000 | 895 |
| 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 | $274,000 | 973 |
| 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 | $209,000 | 1,073 |