Home > Great Western Bank > Fiduciary and Related Services
Great Western Bank, Fiduciary and Related Services
| 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 | $1,803,000 | 145 |
| Number of Managed Accounts | $1,545,000 | 131 |
| Number of Non-Managed Accounts | $258,000 | 129 |
| Total fiduciary and related assets | $2,211,931,000 | 150 |
| Managed Assets ($) | $1,491,193,000 | 151 |
| Non-managed Assets ($) | $720,738,000 | 117 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,137,000 | 156 |
| 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 | $1,807,000 | 143 |
| Number of Managed Accounts | $1,563,000 | 130 |
| Number of Non-Managed Accounts | $244,000 | 118 |
| Total fiduciary and related assets | $2,006,548,000 | 155 |
| Managed Assets ($) | $1,378,391,000 | 159 |
| Non-managed Assets ($) | $628,157,000 | 120 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,458,000 | 157 |
| 2021-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,810,000 | 143 |
| Number of Managed Accounts | $1,557,000 | 135 |
| Number of Non-Managed Accounts | $253,000 | 120 |
| Total fiduciary and related assets | $2,074,643,000 | 152 |
| Managed Assets ($) | $1,384,992,000 | 156 |
| Non-managed Assets ($) | $689,651,000 | 115 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,860,000 | 157 |
| 2021-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,785,000 | 144 |
| Number of Managed Accounts | $1,533,000 | 133 |
| Number of Non-Managed Accounts | $252,000 | 118 |
| Total fiduciary and related assets | $1,922,970,000 | 155 |
| Managed Assets ($) | $1,290,407,000 | 162 |
| Non-managed Assets ($) | $632,563,000 | 119 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,320,000 | 160 |
| 2020-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,797,000 | 146 |
| Number of Managed Accounts | $1,546,000 | 135 |
| Number of Non-Managed Accounts | $251,000 | 138 |
| Total fiduciary and related assets | $1,863,084,000 | 155 |
| Managed Assets ($) | $1,236,833,000 | 162 |
| Non-managed Assets ($) | $626,251,000 | 119 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,631,000 | 159 |
| 2020-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,808,000 | 140 |
| Number of Managed Accounts | $1,555,000 | 132 |
| Number of Non-Managed Accounts | $253,000 | 118 |
| Total fiduciary and related assets | $1,745,055,000 | 153 |
| Managed Assets ($) | $1,139,629,000 | 158 |
| Non-managed Assets ($) | $605,426,000 | 116 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,413,000 | 157 |
| 2020-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,843,000 | 140 |
| Number of Managed Accounts | $1,582,000 | 132 |
| Number of Non-Managed Accounts | $261,000 | 122 |
| Total fiduciary and related assets | $1,638,354,000 | 157 |
| Managed Assets ($) | $1,085,886,000 | 161 |
| Non-managed Assets ($) | $552,468,000 | 123 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,262,000 | 156 |
| 2020-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,860,000 | 138 |
| Number of Managed Accounts | $1,599,000 | 131 |
| Number of Non-Managed Accounts | $261,000 | 118 |
| Total fiduciary and related assets | $1,547,845,000 | 151 |
| Managed Assets ($) | $1,015,891,000 | 159 |
| Non-managed Assets ($) | $531,954,000 | 116 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,240,000 | 154 |
| 2019-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,839,000 | 143 |
| Number of Managed Accounts | $1,573,000 | 135 |
| Number of Non-Managed Accounts | $266,000 | 136 |
| Total fiduciary and related assets | $1,674,290,000 | 157 |
| Managed Assets ($) | $1,132,249,000 | 161 |
| Non-managed Assets ($) | $542,041,000 | 125 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,386,000 | 188 |
| 2019-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,439,000 | 165 |
| Number of Managed Accounts | $1,191,000 | 157 |
| Number of Non-Managed Accounts | $248,000 | 123 |
| Total fiduciary and related assets | $1,320,119,000 | 182 |
| Managed Assets ($) | $829,322,000 | 178 |
| Non-managed Assets ($) | $490,797,000 | 127 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,244,000 | 205 |
| 2019-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,408,000 | 170 |
| Number of Managed Accounts | $1,159,000 | 161 |
| Number of Non-Managed Accounts | $249,000 | 125 |
| Total fiduciary and related assets | $1,225,184,000 | 186 |
| Managed Assets ($) | $800,446,000 | 183 |
| Non-managed Assets ($) | $424,738,000 | 133 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,786,000 | 208 |
| 2019-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,379,000 | 170 |
| Number of Managed Accounts | $1,128,000 | 163 |
| Number of Non-Managed Accounts | $251,000 | 126 |
| Total fiduciary and related assets | $1,231,123,000 | 185 |
| Managed Assets ($) | $745,967,000 | 194 |
| Non-managed Assets ($) | $485,156,000 | 127 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,395,000 | 205 |
| 2018-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,352,000 | 178 |
| Number of Managed Accounts | $1,094,000 | 165 |
| Number of Non-Managed Accounts | $258,000 | 143 |
| Total fiduciary and related assets | $1,138,233,000 | 185 |
| Managed Assets ($) | $662,140,000 | 198 |
| Non-managed Assets ($) | $476,093,000 | 129 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,272,000 | 213 |
| 2018-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,332,000 | 172 |
| Number of Managed Accounts | $1,086,000 | 167 |
| Number of Non-Managed Accounts | $246,000 | 128 |
| Total fiduciary and related assets | $1,160,303,000 | 189 |
| Managed Assets ($) | $680,199,000 | 200 |
| Non-managed Assets ($) | $480,104,000 | 135 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,922,000 | 212 |
| 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 | $1,310,000 | 176 |
| Number of Managed Accounts | $1,060,000 | 171 |
| Number of Non-Managed Accounts | $250,000 | 128 |
| Total fiduciary and related assets | $1,111,602,000 | 190 |
| Managed Assets ($) | $635,596,000 | 210 |
| Non-managed Assets ($) | $476,006,000 | 134 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,587,000 | 212 |
| 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 | $1,266,000 | 183 |
| Number of Managed Accounts | $1,014,000 | 175 |
| Number of Non-Managed Accounts | $252,000 | 129 |
| Total fiduciary and related assets | $1,092,026,000 | 195 |
| Managed Assets ($) | $618,594,000 | 211 |
| Non-managed Assets ($) | $473,432,000 | 137 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,340,000 | 212 |
| 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 | $1,206,000 | 194 |
| Number of Managed Accounts | $956,000 | 188 |
| Number of Non-Managed Accounts | $250,000 | 148 |
| Total fiduciary and related assets | $957,684,000 | 208 |
| Managed Assets ($) | $604,754,000 | 214 |
| Non-managed Assets ($) | $352,930,000 | 145 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,828,000 | 214 |
| 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 | $1,201,000 | 187 |
| Number of Managed Accounts | $947,000 | 184 |
| Number of Non-Managed Accounts | $254,000 | 124 |
| Total fiduciary and related assets | $952,821,000 | 204 |
| Managed Assets ($) | $599,020,000 | 214 |
| Non-managed Assets ($) | $353,801,000 | 145 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,587,000 | 216 |
| 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 | $1,181,000 | 189 |
| Number of Managed Accounts | $920,000 | 188 |
| Number of Non-Managed Accounts | $261,000 | 122 |
| Total fiduciary and related assets | $908,272,000 | 204 |
| Managed Assets ($) | $561,362,000 | 216 |
| Non-managed Assets ($) | $346,910,000 | 145 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,449,000 | 211 |
| 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 | $1,182,000 | 187 |
| Number of Managed Accounts | $919,000 | 190 |
| Number of Non-Managed Accounts | $263,000 | 121 |
| Total fiduciary and related assets | $872,147,000 | 205 |
| Managed Assets ($) | $527,765,000 | 227 |
| Non-managed Assets ($) | $344,382,000 | 142 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,164,000 | 219 |
| 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 | $1,154,000 | 191 |
| Number of Managed Accounts | $897,000 | 191 |
| Number of Non-Managed Accounts | $257,000 | 145 |
| Total fiduciary and related assets | $836,259,000 | 205 |
| Managed Assets ($) | $503,553,000 | 228 |
| Non-managed Assets ($) | $332,706,000 | 140 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,839,000 | 231 |
| 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 | $1,164,000 | 187 |
| Number of Managed Accounts | $905,000 | 184 |
| Number of Non-Managed Accounts | $259,000 | 126 |
| Total fiduciary and related assets | $768,135,000 | 214 |
| Managed Assets ($) | $493,698,000 | 229 |
| Non-managed Assets ($) | $274,437,000 | 150 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,765,000 | 236 |
| 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 | $1,227,000 | 181 |
| Number of Managed Accounts | $867,000 | 196 |
| Number of Non-Managed Accounts | $360,000 | 106 |
| Total fiduciary and related assets | $732,978,000 | 223 |
| Managed Assets ($) | $463,139,000 | 239 |
| Non-managed Assets ($) | $269,839,000 | 150 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,746,000 | 246 |
| 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 | $944,000 | 219 |
| Number of Managed Accounts | $613,000 | 249 |
| Number of Non-Managed Accounts | $331,000 | 109 |
| Total fiduciary and related assets | $619,711,000 | 241 |
| Managed Assets ($) | $368,841,000 | 264 |
| Non-managed Assets ($) | $250,870,000 | 155 |
| Memoranda | ||
| Gross Fiduciary activities income | $863,000 | 242 |
| 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 | $948,000 | 226 |
| Number of Managed Accounts | $607,000 | 256 |
| Number of Non-Managed Accounts | $341,000 | 121 |
| Total fiduciary and related assets | $582,502,000 | 250 |
| Managed Assets ($) | $331,324,000 | 285 |
| Non-managed Assets ($) | $251,178,000 | 154 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,407,000 | 251 |
| 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 | $1,093,000 | 196 |
| Number of Managed Accounts | $746,000 | 214 |
| Number of Non-Managed Accounts | $347,000 | 106 |
| Total fiduciary and related assets | $580,070,000 | 248 |
| Managed Assets ($) | $334,918,000 | 281 |
| Non-managed Assets ($) | $245,152,000 | 158 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,623,000 | 244 |
| 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 | $1,087,000 | 198 |
| Number of Managed Accounts | $736,000 | 218 |
| Number of Non-Managed Accounts | $351,000 | 107 |
| Total fiduciary and related assets | $629,320,000 | 246 |
| Managed Assets ($) | $364,178,000 | 270 |
| Non-managed Assets ($) | $265,142,000 | 152 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,834,000 | 243 |
| 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 | $1,130,000 | 190 |
| Number of Managed Accounts | $734,000 | 218 |
| Number of Non-Managed Accounts | $396,000 | 107 |
| Total fiduciary and related assets | $681,317,000 | 233 |
| Managed Assets ($) | $357,256,000 | 280 |
| Non-managed Assets ($) | $324,061,000 | 145 |
| Memoranda | ||
| Gross Fiduciary activities income | $938,000 | 241 |
| 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 | $1,149,000 | 193 |
| Number of Managed Accounts | $742,000 | 220 |
| Number of Non-Managed Accounts | $407,000 | 122 |
| Total fiduciary and related assets | $673,902,000 | 232 |
| Managed Assets ($) | $357,710,000 | 280 |
| Non-managed Assets ($) | $316,192,000 | 142 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,901,000 | 229 |
| 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 | $1,179,000 | 182 |
| Number of Managed Accounts | $771,000 | 206 |
| Number of Non-Managed Accounts | $408,000 | 104 |
| Total fiduciary and related assets | $650,920,000 | 240 |
| Managed Assets ($) | $333,207,000 | 292 |
| Non-managed Assets ($) | $317,713,000 | 145 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,832,000 | 233 |
| 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 | $1,162,000 | 182 |
| Number of Managed Accounts | $761,000 | 207 |
| Number of Non-Managed Accounts | $401,000 | 103 |
| Total fiduciary and related assets | $651,680,000 | 236 |
| Managed Assets ($) | $380,984,000 | 268 |
| Non-managed Assets ($) | $270,696,000 | 149 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,941,000 | 234 |
| 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 | $1,149,000 | 186 |
| Number of Managed Accounts | $752,000 | 207 |
| Number of Non-Managed Accounts | $397,000 | 108 |
| Total fiduciary and related assets | $669,291,000 | 229 |
| Managed Assets ($) | $403,733,000 | 255 |
| Non-managed Assets ($) | $265,558,000 | 151 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,000,000 | 230 |
| 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 | $1,139,000 | 196 |
| Number of Managed Accounts | $746,000 | 211 |
| Number of Non-Managed Accounts | $393,000 | 123 |
| Total fiduciary and related assets | $655,793,000 | 228 |
| Managed Assets ($) | $403,497,000 | 254 |
| Non-managed Assets ($) | $252,296,000 | 155 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,687,000 | 228 |
| 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 | $1,129,000 | 186 |
| Number of Managed Accounts | $739,000 | 206 |
| Number of Non-Managed Accounts | $390,000 | 105 |
| Total fiduciary and related assets | $621,799,000 | 232 |
| Managed Assets ($) | $383,730,000 | 252 |
| Non-managed Assets ($) | $238,069,000 | 153 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,782,000 | 227 |
| 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 | $1,127,000 | 184 |
| Number of Managed Accounts | $739,000 | 199 |
| Number of Non-Managed Accounts | $388,000 | 106 |
| Total fiduciary and related assets | $594,732,000 | 236 |
| Managed Assets ($) | $364,593,000 | 250 |
| Non-managed Assets ($) | $230,139,000 | 157 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,838,000 | 224 |
| 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 | $1,135,000 | 184 |
| Number of Managed Accounts | $726,000 | 202 |
| Number of Non-Managed Accounts | $409,000 | 107 |
| Total fiduciary and related assets | $554,076,000 | 245 |
| Managed Assets ($) | $327,405,000 | 270 |
| Non-managed Assets ($) | $226,671,000 | 159 |
| Memoranda | ||
| Gross Fiduciary activities income | $920,000 | 222 |
| 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 | $1,139,000 | 189 |
| Number of Managed Accounts | $711,000 | 213 |
| Number of Non-Managed Accounts | $428,000 | 122 |
| Total fiduciary and related assets | $519,758,000 | 249 |
| Managed Assets ($) | $311,676,000 | 271 |
| Non-managed Assets ($) | $208,082,000 | 162 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,155,000 | 232 |
| 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 | $1,065,000 | 187 |
| Number of Managed Accounts | $654,000 | 217 |
| Number of Non-Managed Accounts | $411,000 | 104 |
| Total fiduciary and related assets | $507,576,000 | 252 |
| Managed Assets ($) | $303,085,000 | 272 |
| Non-managed Assets ($) | $204,491,000 | 161 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,392,000 | 229 |
| 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 | $1,065,000 | 189 |
| Number of Managed Accounts | $627,000 | 218 |
| Number of Non-Managed Accounts | $438,000 | 101 |
| Total fiduciary and related assets | $494,907,000 | 249 |
| Managed Assets ($) | $293,909,000 | 268 |
| Non-managed Assets ($) | $200,998,000 | 164 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,589,000 | 231 |
| 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 | $1,035,000 | 194 |
| Number of Managed Accounts | $613,000 | 220 |
| Number of Non-Managed Accounts | $422,000 | 104 |
| Total fiduciary and related assets | $488,126,000 | 249 |
| Managed Assets ($) | $282,071,000 | 279 |
| Non-managed Assets ($) | $206,055,000 | 159 |
| Memoranda | ||
| Gross Fiduciary activities income | $843,000 | 227 |
| 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 | $1,039,000 | 207 |
| Number of Managed Accounts | $606,000 | 239 |
| Number of Non-Managed Accounts | $433,000 | 120 |
| Total fiduciary and related assets | $469,474,000 | 247 |
| Managed Assets ($) | $283,181,000 | 271 |
| Non-managed Assets ($) | $186,293,000 | 168 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,335,000 | 190 |
| 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 | $1,179,000 | 169 |
| Number of Managed Accounts | $623,000 | 219 |
| Number of Non-Managed Accounts | $556,000 | 88 |
| Total fiduciary and related assets | $525,182,000 | 225 |
| Managed Assets ($) | $348,946,000 | 230 |
| Non-managed Assets ($) | $176,236,000 | 171 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,486,000 | 190 |
| 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 | $1,171,000 | 172 |
| Number of Managed Accounts | $615,000 | 220 |
| Number of Non-Managed Accounts | $556,000 | 91 |
| Total fiduciary and related assets | $566,676,000 | 218 |
| Managed Assets ($) | $364,416,000 | 231 |
| Non-managed Assets ($) | $202,260,000 | 158 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,717,000 | 190 |
| 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 | $1,184,000 | 170 |
| Number of Managed Accounts | $607,000 | 224 |
| Number of Non-Managed Accounts | $577,000 | 91 |
| Total fiduciary and related assets | $568,898,000 | 218 |
| Managed Assets ($) | $352,607,000 | 238 |
| Non-managed Assets ($) | $216,291,000 | 158 |
| Memoranda | ||
| Gross Fiduciary activities income | $896,000 | 186 |
| 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 | $1,170,000 | 187 |
| Number of Managed Accounts | $619,000 | 237 |
| Number of Non-Managed Accounts | $551,000 | 109 |
| Total fiduciary and related assets | $549,347,000 | 225 |
| Managed Assets ($) | $346,099,000 | 238 |
| Non-managed Assets ($) | $203,248,000 | 165 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,883,000 | 203 |
| 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 | $1,171,000 | 174 |
| Number of Managed Accounts | $619,000 | 220 |
| Number of Non-Managed Accounts | $552,000 | 93 |
| Total fiduciary and related assets | $544,215,000 | 223 |
| Managed Assets ($) | $347,710,000 | 231 |
| Non-managed Assets ($) | $196,505,000 | 163 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,110,000 | 204 |
| 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 | $1,176,000 | 172 |
| Number of Managed Accounts | $615,000 | 220 |
| Number of Non-Managed Accounts | $561,000 | 93 |
| Total fiduciary and related assets | $517,602,000 | 220 |
| Managed Assets ($) | $325,380,000 | 230 |
| Non-managed Assets ($) | $192,222,000 | 159 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,408,000 | 207 |
| 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 | $1,051,000 | 199 |
| Number of Managed Accounts | $496,000 | 246 |
| Number of Non-Managed Accounts | $555,000 | 99 |
| Total fiduciary and related assets | $501,088,000 | 236 |
| Managed Assets ($) | $298,893,000 | 254 |
| Non-managed Assets ($) | $202,195,000 | 165 |
| Memoranda | ||
| Gross Fiduciary activities income | $764,000 | 204 |
| 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 | $988,000 | 224 |
| Number of Managed Accounts | $439,000 | 309 |
| Number of Non-Managed Accounts | $549,000 | 120 |
| Total fiduciary and related assets | $462,837,000 | 244 |
| Managed Assets ($) | $283,112,000 | 263 |
| Non-managed Assets ($) | $179,725,000 | 178 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,396,000 | 222 |
| 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 | $951,000 | 214 |
| Number of Managed Accounts | $421,000 | 266 |
| Number of Non-Managed Accounts | $530,000 | 98 |
| Total fiduciary and related assets | $421,236,000 | 258 |
| Managed Assets ($) | $269,246,000 | 265 |
| Non-managed Assets ($) | $151,990,000 | 178 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,774,000 | 220 |
| 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 | $959,000 | 216 |
| Number of Managed Accounts | $413,000 | 272 |
| Number of Non-Managed Accounts | $546,000 | 97 |
| Total fiduciary and related assets | $391,807,000 | 263 |
| Managed Assets ($) | $267,310,000 | 258 |
| Non-managed Assets ($) | $124,497,000 | 194 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,192,000 | 224 |
| 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 | $959,000 | 217 |
| Number of Managed Accounts | $412,000 | 274 |
| Number of Non-Managed Accounts | $547,000 | 96 |
| Total fiduciary and related assets | $375,321,000 | 263 |
| Managed Assets ($) | $264,572,000 | 253 |
| Non-managed Assets ($) | $110,749,000 | 195 |
| Memoranda | ||
| Gross Fiduciary activities income | $620,000 | 224 |
| 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 | $949,000 | 239 |
| Number of Managed Accounts | $404,000 | 324 |
| Number of Non-Managed Accounts | $545,000 | 121 |
| Total fiduciary and related assets | $400,068,000 | 262 |
| Managed Assets ($) | $284,385,000 | 247 |
| Non-managed Assets ($) | $115,683,000 | 210 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,562,000 | 308 |
| 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 | $974,000 | 217 |
| Number of Managed Accounts | $416,000 | 282 |
| Number of Non-Managed Accounts | $558,000 | 101 |
| Total fiduciary and related assets | $491,212,000 | 243 |
| Managed Assets ($) | $338,208,000 | 234 |
| Non-managed Assets ($) | $153,004,000 | 185 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,201,000 | 219 |
| 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 | $940,000 | 228 |
| Number of Managed Accounts | $425,000 | 283 |
| Number of Non-Managed Accounts | $515,000 | 110 |
| Total fiduciary and related assets | $526,699,000 | 245 |
| Managed Assets ($) | $368,347,000 | 232 |
| Non-managed Assets ($) | $158,352,000 | 191 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,488,000 | 218 |
| 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 | $938,000 | 229 |
| Number of Managed Accounts | $426,000 | 283 |
| Number of Non-Managed Accounts | $512,000 | 108 |
| Total fiduciary and related assets | $535,302,000 | 249 |
| Managed Assets ($) | $379,377,000 | 233 |
| Non-managed Assets ($) | $155,925,000 | 198 |
| Memoranda | ||
| Gross Fiduciary activities income | $773,000 | 218 |
| 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 | $940,000 | 241 |
| Number of Managed Accounts | $447,000 | 302 |
| Number of Non-Managed Accounts | $493,000 | 134 |
| Total fiduciary and related assets | $531,561,000 | 250 |
| Managed Assets ($) | $377,081,000 | 239 |
| Non-managed Assets ($) | $154,480,000 | 206 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,034,000 | 216 |
| 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 | $1,849,000 | 244 |
| 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 | $1,271,000 | 247 |
| 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 | $653,000 | 242 |
| 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 | $290,000 | 525 |
| Number of Managed Accounts | $214,000 | 496 |
| Number of Non-Managed Accounts | $76,000 | 430 |
| Total fiduciary and related assets | $248,952,000 | 373 |
| Managed Assets ($) | $192,758,000 | 365 |
| Non-managed Assets ($) | $56,194,000 | 335 |
| Memoranda | ||
| Gross Fiduciary activities income | $888,000 | 440 |
| 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 | $641,000 | 448 |
| 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 | $431,000 | 451 |
| 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 | $229,000 | 440 |
| 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 | $258,000 | 582 |
| Number of Managed Accounts | $193,000 | 548 |
| Number of Non-Managed Accounts | $65,000 | 506 |
| Total fiduciary and related assets | $122,579,000 | 542 |
| Managed Assets ($) | $70,984,000 | 594 |
| Non-managed Assets ($) | $51,595,000 | 339 |
| Memoranda | ||
| Gross Fiduciary activities income | $793,000 | 454 |
| 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 | $597,000 | 439 |
| 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 | $399,000 | 441 |
| 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 | $190,000 | 464 |
| 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 | $266,000 | 575 |
| Number of Managed Accounts | $197,000 | 532 |
| Number of Non-Managed Accounts | $69,000 | 502 |
| Total fiduciary and related assets | $112,279,000 | 543 |
| Managed Assets ($) | $62,450,000 | 604 |
| Non-managed Assets ($) | $49,829,000 | 341 |
| Memoranda | ||
| Gross Fiduciary activities income | $727,000 | 446 |
| 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 | $563,000 | 441 |
| 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 | $399,000 | 429 |
| 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 | $174,000 | 470 |
| 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 | $249,000 | 617 |
| Number of Managed Accounts | $185,000 | 561 |
| Number of Non-Managed Accounts | $64,000 | 548 |
| Total fiduciary and related assets | $96,308,000 | 576 |
| Managed Assets ($) | $55,066,000 | 628 |
| Non-managed Assets ($) | $41,242,000 | 387 |
| Memoranda | ||
| Gross Fiduciary activities income | $549,000 | 536 |
| 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 | $386,000 | 557 |
| 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 | $243,000 | 576 |
| 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 | $78,000 | 712 |
| 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 | $98,000 | 969 |
| Number of Managed Accounts | $91,000 | 814 |
| Number of Non-Managed Accounts | $7,000 | 1,091 |
| Total fiduciary and related assets | $46,945,000 | 788 |
| Managed Assets ($) | $45,696,000 | 678 |
| Non-managed Assets ($) | $1,249,000 | 1,052 |
| Memoranda | ||
| Gross Fiduciary activities income | $312,000 | 703 |
| 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 | $124,000 | 835 |
| Number of Managed Accounts | $61,000 | 928 |
| Number of Non-Managed Accounts | $63,000 | 531 |
| Total fiduciary and related assets | $43,616,000 | 782 |
| Managed Assets ($) | $20,419,000 | 869 |
| Non-managed Assets ($) | $23,197,000 | 470 |
| Memoranda | ||
| Gross Fiduciary activities income | $260,000 | 761 |
| 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 | $247,000 | 759 |
| 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 | $234,000 | 826 |
| 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 | $181,000 | 887 |
| 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 | $167,000 | 939 |
| 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 | $140,000 | 1,051 |
| 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 | $116,000 | 1,135 |
| 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 | $144,000 | 1,099 |
| 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 | $160,000 | 1,105 |
| 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 | $112,000 | 1,225 |