Home > Home Federal Bank of Tennessee > Fiduciary and Related Services
Home Federal Bank of Tennessee, 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 | $1,182,000 | 218 |
| Number of Managed Accounts | $1,134,000 | 182 |
| Number of Non-Managed Accounts | $48,000 | 391 |
| Total fiduciary and related assets | $1,102,595,000 | 235 |
| Managed Assets ($) | $877,728,000 | 227 |
| Non-managed Assets ($) | $224,867,000 | 206 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,246,000 | 254 |
| 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 | $3,869,000 | 256 |
| 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 | $1,186,000 | 208 |
| Number of Managed Accounts | $1,137,000 | 174 |
| Number of Non-Managed Accounts | $49,000 | 287 |
| Total fiduciary and related assets | $1,045,899,000 | 234 |
| Managed Assets ($) | $834,478,000 | 228 |
| Non-managed Assets ($) | $211,421,000 | 204 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,579,000 | 251 |
| 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 | $1,290,000 | 263 |
| 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 | $1,191,000 | 219 |
| Number of Managed Accounts | $1,142,000 | 183 |
| Number of Non-Managed Accounts | $49,000 | 398 |
| Total fiduciary and related assets | $999,568,000 | 242 |
| Managed Assets ($) | $793,413,000 | 235 |
| Non-managed Assets ($) | $206,155,000 | 211 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,207,000 | 264 |
| 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 | $1,192,000 | 217 |
| Number of Managed Accounts | $1,143,000 | 180 |
| Number of Non-Managed Accounts | $49,000 | 264 |
| Total fiduciary and related assets | $958,469,000 | 239 |
| Managed Assets ($) | $762,542,000 | 230 |
| Non-managed Assets ($) | $195,927,000 | 203 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,779,000 | 265 |
| 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 | $1,188,000 | 198 |
| Number of Managed Accounts | $1,138,000 | 168 |
| Number of Non-Managed Accounts | $50,000 | 263 |
| Total fiduciary and related assets | $1,007,155,000 | 204 |
| Managed Assets ($) | $798,041,000 | 196 |
| Non-managed Assets ($) | $209,114,000 | 178 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,552,000 | 234 |
| 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 | $1,205,000 | 193 |
| Number of Managed Accounts | $1,157,000 | 160 |
| Number of Non-Managed Accounts | $48,000 | 236 |
| Total fiduciary and related assets | $1,093,396,000 | 209 |
| Managed Assets ($) | $876,878,000 | 196 |
| Non-managed Assets ($) | $216,518,000 | 176 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,276,000 | 234 |
| 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 | $1,188,000 | 199 |
| Number of Managed Accounts | $1,139,000 | 164 |
| Number of Non-Managed Accounts | $49,000 | 380 |
| Total fiduciary and related assets | $1,130,620,000 | 212 |
| Managed Assets ($) | $901,215,000 | 195 |
| Non-managed Assets ($) | $229,405,000 | 186 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,612,000 | 221 |
| 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 | $1,183,000 | 197 |
| Number of Managed Accounts | $1,133,000 | 164 |
| Number of Non-Managed Accounts | $50,000 | 236 |
| Total fiduciary and related assets | $1,072,829,000 | 215 |
| Managed Assets ($) | $854,743,000 | 198 |
| Non-managed Assets ($) | $218,086,000 | 178 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,578,000 | 240 |
| 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 | $1,177,000 | 199 |
| Number of Managed Accounts | $1,128,000 | 168 |
| Number of Non-Managed Accounts | $49,000 | 263 |
| Total fiduciary and related assets | $1,079,611,000 | 216 |
| Managed Assets ($) | $868,509,000 | 195 |
| Non-managed Assets ($) | $211,102,000 | 192 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,385,000 | 237 |
| 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 | $1,164,000 | 193 |
| Number of Managed Accounts | $1,110,000 | 168 |
| Number of Non-Managed Accounts | $54,000 | 234 |
| Total fiduciary and related assets | $1,042,566,000 | 213 |
| Managed Assets ($) | $835,180,000 | 195 |
| Non-managed Assets ($) | $207,386,000 | 182 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,193,000 | 236 |
| 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 | $1,147,000 | 203 |
| Number of Managed Accounts | $1,095,000 | 171 |
| Number of Non-Managed Accounts | $52,000 | 378 |
| Total fiduciary and related assets | $1,004,249,000 | 215 |
| Managed Assets ($) | $807,524,000 | 200 |
| Non-managed Assets ($) | $196,725,000 | 194 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,770,000 | 230 |
| 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 | $0 | 346 |
| Number of Managed Accounts | $0 | 338 |
| Number of Non-Managed Accounts | $0 | 335 |
| Total fiduciary and related assets | $0 | 346 |
| Managed Assets ($) | $0 | 338 |
| Non-managed Assets ($) | $0 | 335 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,084,000 | 239 |
| 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 | $1,139,000 | 201 |
| Number of Managed Accounts | $1,084,000 | 173 |
| Number of Non-Managed Accounts | $55,000 | 252 |
| Total fiduciary and related assets | $907,326,000 | 214 |
| Managed Assets ($) | $737,849,000 | 193 |
| Non-managed Assets ($) | $169,477,000 | 196 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,886,000 | 251 |
| 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 | $0 | 351 |
| Number of Managed Accounts | $0 | 342 |
| Number of Non-Managed Accounts | $0 | 338 |
| Total fiduciary and related assets | $0 | 351 |
| Managed Assets ($) | $0 | 342 |
| Non-managed Assets ($) | $0 | 338 |
| Memoranda | ||
| Gross Fiduciary activities income | $998,000 | 241 |
| 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 | $1,127,000 | 208 |
| Number of Managed Accounts | $1,071,000 | 173 |
| Number of Non-Managed Accounts | $56,000 | 374 |
| Total fiduciary and related assets | $930,129,000 | 212 |
| Managed Assets ($) | $751,504,000 | 196 |
| Non-managed Assets ($) | $178,625,000 | 194 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,510,000 | 226 |
| 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 | $1,117,000 | 196 |
| Number of Managed Accounts | $1,060,000 | 170 |
| Number of Non-Managed Accounts | $57,000 | 234 |
| Total fiduciary and related assets | $891,247,000 | 212 |
| Managed Assets ($) | $722,592,000 | 196 |
| Non-managed Assets ($) | $168,655,000 | 191 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,135,000 | 237 |
| 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 | $1,111,000 | 199 |
| Number of Managed Accounts | $1,051,000 | 173 |
| Number of Non-Managed Accounts | $60,000 | 240 |
| Total fiduciary and related assets | $877,740,000 | 212 |
| Managed Assets ($) | $710,832,000 | 198 |
| Non-managed Assets ($) | $166,908,000 | 194 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,090,000 | 237 |
| 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 | $1,102,000 | 202 |
| Number of Managed Accounts | $1,043,000 | 176 |
| Number of Non-Managed Accounts | $59,000 | 246 |
| Total fiduciary and related assets | $867,907,000 | 211 |
| Managed Assets ($) | $705,379,000 | 197 |
| Non-managed Assets ($) | $162,528,000 | 197 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,045,000 | 232 |
| 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 | $1,094,000 | 205 |
| Number of Managed Accounts | $1,035,000 | 174 |
| Number of Non-Managed Accounts | $59,000 | 363 |
| Total fiduciary and related assets | $813,051,000 | 214 |
| Managed Assets ($) | $665,103,000 | 197 |
| Non-managed Assets ($) | $147,948,000 | 201 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,313,000 | 230 |
| 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 | $1,080,000 | 202 |
| Number of Managed Accounts | $1,021,000 | 176 |
| Number of Non-Managed Accounts | $59,000 | 241 |
| Total fiduciary and related assets | $854,896,000 | 216 |
| Managed Assets ($) | $695,001,000 | 197 |
| Non-managed Assets ($) | $159,895,000 | 199 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,218,000 | 231 |
| 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 | $1,083,000 | 201 |
| Number of Managed Accounts | $1,023,000 | 176 |
| Number of Non-Managed Accounts | $60,000 | 245 |
| Total fiduciary and related assets | $830,980,000 | 216 |
| Managed Assets ($) | $675,787,000 | 199 |
| Non-managed Assets ($) | $155,193,000 | 202 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,145,000 | 234 |
| 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 | $1,090,000 | 205 |
| Number of Managed Accounts | $1,028,000 | 173 |
| Number of Non-Managed Accounts | $62,000 | 244 |
| Total fiduciary and related assets | $827,863,000 | 217 |
| Managed Assets ($) | $672,498,000 | 198 |
| Non-managed Assets ($) | $155,365,000 | 204 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,073,000 | 233 |
| 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 | $1,074,000 | 213 |
| Number of Managed Accounts | $1,019,000 | 177 |
| Number of Non-Managed Accounts | $55,000 | 394 |
| Total fiduciary and related assets | $841,040,000 | 214 |
| Managed Assets ($) | $744,495,000 | 185 |
| Non-managed Assets ($) | $96,545,000 | 250 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,146,000 | 226 |
| 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 | $1,072,000 | 205 |
| Number of Managed Accounts | $1,013,000 | 174 |
| Number of Non-Managed Accounts | $59,000 | 246 |
| Total fiduciary and related assets | $806,353,000 | 215 |
| Managed Assets ($) | $712,592,000 | 190 |
| Non-managed Assets ($) | $93,761,000 | 237 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,147,000 | 226 |
| 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 | $1,058,000 | 207 |
| Number of Managed Accounts | $1,000,000 | 175 |
| Number of Non-Managed Accounts | $58,000 | 250 |
| Total fiduciary and related assets | $789,247,000 | 215 |
| Managed Assets ($) | $697,999,000 | 184 |
| Non-managed Assets ($) | $91,248,000 | 237 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,098,000 | 228 |
| 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 | $1,055,000 | 206 |
| Number of Managed Accounts | $998,000 | 172 |
| Number of Non-Managed Accounts | $57,000 | 251 |
| Total fiduciary and related assets | $780,713,000 | 211 |
| Managed Assets ($) | $691,907,000 | 184 |
| Non-managed Assets ($) | $88,806,000 | 236 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,049,000 | 230 |
| 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 | $1,039,000 | 210 |
| Number of Managed Accounts | $985,000 | 172 |
| Number of Non-Managed Accounts | $54,000 | 414 |
| Total fiduciary and related assets | $757,425,000 | 215 |
| Managed Assets ($) | $682,185,000 | 182 |
| Non-managed Assets ($) | $75,240,000 | 269 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,121,000 | 224 |
| 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 | $1,037,000 | 206 |
| Number of Managed Accounts | $985,000 | 170 |
| Number of Non-Managed Accounts | $52,000 | 269 |
| Total fiduciary and related assets | $749,969,000 | 219 |
| Managed Assets ($) | $675,751,000 | 184 |
| Non-managed Assets ($) | $74,218,000 | 247 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,075,000 | 221 |
| 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 | $1,045,000 | 207 |
| Number of Managed Accounts | $993,000 | 171 |
| Number of Non-Managed Accounts | $52,000 | 268 |
| Total fiduciary and related assets | $733,915,000 | 222 |
| Managed Assets ($) | $663,384,000 | 184 |
| Non-managed Assets ($) | $70,531,000 | 251 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,050,000 | 223 |
| 2016-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,045,000 | 201 |
| Number of Managed Accounts | $995,000 | 170 |
| Number of Non-Managed Accounts | $50,000 | 272 |
| Total fiduciary and related assets | $713,047,000 | 222 |
| Managed Assets ($) | $644,676,000 | 187 |
| Non-managed Assets ($) | $68,371,000 | 253 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,025,000 | 223 |
| 2015-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,079,000 | 205 |
| Number of Managed Accounts | $1,034,000 | 164 |
| Number of Non-Managed Accounts | $45,000 | 461 |
| Total fiduciary and related assets | $711,470,000 | 220 |
| Managed Assets ($) | $655,982,000 | 182 |
| Non-managed Assets ($) | $55,488,000 | 307 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,180,000 | 226 |
| 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 | $1,072,000 | 200 |
| Number of Managed Accounts | $1,030,000 | 160 |
| Number of Non-Managed Accounts | $42,000 | 284 |
| Total fiduciary and related assets | $693,209,000 | 222 |
| Managed Assets ($) | $640,993,000 | 181 |
| Non-managed Assets ($) | $52,216,000 | 277 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,986,000 | 230 |
| 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 | $1,076,000 | 199 |
| Number of Managed Accounts | $1,034,000 | 162 |
| Number of Non-Managed Accounts | $42,000 | 285 |
| Total fiduciary and related assets | $719,652,000 | 225 |
| Managed Assets ($) | $665,913,000 | 182 |
| Non-managed Assets ($) | $53,739,000 | 279 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,991,000 | 233 |
| 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 | $1,071,000 | 199 |
| Number of Managed Accounts | $1,026,000 | 161 |
| Number of Non-Managed Accounts | $45,000 | 285 |
| Total fiduciary and related assets | $726,036,000 | 222 |
| Managed Assets ($) | $672,074,000 | 183 |
| Non-managed Assets ($) | $53,962,000 | 282 |
| Memoranda | ||
| Gross Fiduciary activities income | $995,000 | 234 |
| 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 | $1,072,000 | 203 |
| Number of Managed Accounts | $1,024,000 | 163 |
| Number of Non-Managed Accounts | $48,000 | 469 |
| Total fiduciary and related assets | $721,813,000 | 221 |
| Managed Assets ($) | $668,253,000 | 184 |
| Non-managed Assets ($) | $53,560,000 | 321 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,100,000 | 222 |
| 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 | $1,074,000 | 200 |
| Number of Managed Accounts | $1,025,000 | 163 |
| Number of Non-Managed Accounts | $49,000 | 275 |
| Total fiduciary and related assets | $697,649,000 | 226 |
| Managed Assets ($) | $644,626,000 | 187 |
| Non-managed Assets ($) | $53,023,000 | 279 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,998,000 | 228 |
| 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 | $1,074,000 | 200 |
| Number of Managed Accounts | $1,023,000 | 164 |
| Number of Non-Managed Accounts | $51,000 | 271 |
| Total fiduciary and related assets | $700,147,000 | 222 |
| Managed Assets ($) | $647,505,000 | 183 |
| Non-managed Assets ($) | $52,642,000 | 279 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,999,000 | 228 |
| 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 | $1,064,000 | 203 |
| Number of Managed Accounts | $1,011,000 | 166 |
| Number of Non-Managed Accounts | $53,000 | 271 |
| Total fiduciary and related assets | $687,950,000 | 221 |
| Managed Assets ($) | $635,884,000 | 180 |
| Non-managed Assets ($) | $52,066,000 | 277 |
| Memoranda | ||
| Gross Fiduciary activities income | $999,000 | 232 |
| 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 | $1,070,000 | 208 |
| Number of Managed Accounts | $1,014,000 | 168 |
| Number of Non-Managed Accounts | $56,000 | 441 |
| Total fiduciary and related assets | $678,024,000 | 220 |
| Managed Assets ($) | $627,682,000 | 181 |
| Non-managed Assets ($) | $50,342,000 | 326 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,827,000 | 224 |
| 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 | $1,061,000 | 193 |
| Number of Managed Accounts | $1,006,000 | 162 |
| Number of Non-Managed Accounts | $55,000 | 262 |
| Total fiduciary and related assets | $650,110,000 | 217 |
| Managed Assets ($) | $603,821,000 | 176 |
| Non-managed Assets ($) | $46,289,000 | 278 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,847,000 | 219 |
| 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 | $1,071,000 | 190 |
| Number of Managed Accounts | $1,009,000 | 156 |
| Number of Non-Managed Accounts | $62,000 | 247 |
| Total fiduciary and related assets | $643,503,000 | 214 |
| Managed Assets ($) | $596,149,000 | 173 |
| Non-managed Assets ($) | $47,354,000 | 278 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,898,000 | 217 |
| 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 | $1,073,000 | 195 |
| Number of Managed Accounts | $1,010,000 | 156 |
| Number of Non-Managed Accounts | $63,000 | 249 |
| Total fiduciary and related assets | $643,121,000 | 214 |
| Managed Assets ($) | $595,366,000 | 176 |
| Non-managed Assets ($) | $47,755,000 | 286 |
| Memoranda | ||
| Gross Fiduciary activities income | $949,000 | 215 |
| 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 | $1,078,000 | 197 |
| Number of Managed Accounts | $1,007,000 | 154 |
| Number of Non-Managed Accounts | $71,000 | 396 |
| Total fiduciary and related assets | $625,704,000 | 216 |
| Managed Assets ($) | $578,281,000 | 178 |
| Non-managed Assets ($) | $47,423,000 | 347 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,638,000 | 212 |
| 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 | $1,063,000 | 189 |
| Number of Managed Accounts | $994,000 | 154 |
| Number of Non-Managed Accounts | $69,000 | 233 |
| Total fiduciary and related assets | $615,974,000 | 215 |
| Managed Assets ($) | $568,735,000 | 178 |
| Non-managed Assets ($) | $47,239,000 | 273 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,685,000 | 218 |
| 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 | $1,056,000 | 191 |
| Number of Managed Accounts | $989,000 | 154 |
| Number of Non-Managed Accounts | $67,000 | 236 |
| Total fiduciary and related assets | $602,332,000 | 214 |
| Managed Assets ($) | $557,678,000 | 171 |
| Non-managed Assets ($) | $44,654,000 | 273 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,790,000 | 218 |
| 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 | $1,063,000 | 192 |
| Number of Managed Accounts | $995,000 | 153 |
| Number of Non-Managed Accounts | $68,000 | 228 |
| Total fiduciary and related assets | $599,968,000 | 214 |
| Managed Assets ($) | $553,672,000 | 172 |
| Non-managed Assets ($) | $46,296,000 | 267 |
| Memoranda | ||
| Gross Fiduciary activities income | $895,000 | 217 |
| 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 | $1,072,000 | 200 |
| Number of Managed Accounts | $998,000 | 153 |
| Number of Non-Managed Accounts | $74,000 | 383 |
| Total fiduciary and related assets | $575,198,000 | 213 |
| Managed Assets ($) | $533,838,000 | 171 |
| Non-managed Assets ($) | $41,360,000 | 355 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2011-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,073,000 | 191 |
| Number of Managed Accounts | $1,000,000 | 149 |
| Number of Non-Managed Accounts | $73,000 | 223 |
| Total fiduciary and related assets | $542,190,000 | 214 |
| Managed Assets ($) | $503,314,000 | 171 |
| Non-managed Assets ($) | $38,876,000 | 275 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2011-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,066,000 | 193 |
| Number of Managed Accounts | $997,000 | 150 |
| Number of Non-Managed Accounts | $69,000 | 239 |
| Total fiduciary and related assets | $576,666,000 | 215 |
| Managed Assets ($) | $538,200,000 | 170 |
| Non-managed Assets ($) | $38,466,000 | 282 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2011-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,066,000 | 193 |
| Number of Managed Accounts | $999,000 | 145 |
| Number of Non-Managed Accounts | $67,000 | 244 |
| Total fiduciary and related assets | $568,849,000 | 219 |
| Managed Assets ($) | $530,892,000 | 172 |
| Non-managed Assets ($) | $37,957,000 | 281 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2010-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,054,000 | 208 |
| Number of Managed Accounts | $988,000 | 153 |
| Number of Non-Managed Accounts | $66,000 | 436 |
| Total fiduciary and related assets | $550,968,000 | 224 |
| Managed Assets ($) | $516,097,000 | 177 |
| Non-managed Assets ($) | $34,871,000 | 386 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2010-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,063,000 | 194 |
| Number of Managed Accounts | $995,000 | 145 |
| Number of Non-Managed Accounts | $68,000 | 238 |
| Total fiduciary and related assets | $530,268,000 | 227 |
| Managed Assets ($) | $498,453,000 | 174 |
| Non-managed Assets ($) | $31,815,000 | 291 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2010-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,049,000 | 195 |
| Number of Managed Accounts | $980,000 | 145 |
| Number of Non-Managed Accounts | $69,000 | 240 |
| Total fiduciary and related assets | $507,774,000 | 223 |
| Managed Assets ($) | $474,772,000 | 174 |
| Non-managed Assets ($) | $33,002,000 | 284 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2010-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,042,000 | 201 |
| Number of Managed Accounts | $975,000 | 149 |
| Number of Non-Managed Accounts | $67,000 | 247 |
| Total fiduciary and related assets | $523,955,000 | 230 |
| Managed Assets ($) | $490,860,000 | 177 |
| Non-managed Assets ($) | $33,095,000 | 291 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2009-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,021,000 | 218 |
| Number of Managed Accounts | $954,000 | 155 |
| Number of Non-Managed Accounts | $67,000 | 445 |
| Total fiduciary and related assets | $506,715,000 | 237 |
| Managed Assets ($) | $474,352,000 | 183 |
| Non-managed Assets ($) | $32,363,000 | 402 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2009-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,022,000 | 207 |
| Number of Managed Accounts | $977,000 | 150 |
| Number of Non-Managed Accounts | $45,000 | 266 |
| Total fiduciary and related assets | $491,385,000 | 237 |
| Managed Assets ($) | $466,559,000 | 185 |
| Non-managed Assets ($) | $24,826,000 | 285 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2009-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,022,000 | 210 |
| Number of Managed Accounts | $962,000 | 158 |
| Number of Non-Managed Accounts | $60,000 | 249 |
| Total fiduciary and related assets | $458,901,000 | 239 |
| Managed Assets ($) | $435,687,000 | 190 |
| Non-managed Assets ($) | $23,214,000 | 291 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2009-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,026,000 | 207 |
| Number of Managed Accounts | $963,000 | 160 |
| Number of Non-Managed Accounts | $63,000 | 245 |
| Total fiduciary and related assets | $433,723,000 | 238 |
| Managed Assets ($) | $411,375,000 | 187 |
| Non-managed Assets ($) | $22,348,000 | 289 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2008-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,020,000 | 228 |
| Number of Managed Accounts | $954,000 | 167 |
| Number of Non-Managed Accounts | $66,000 | 472 |
| Total fiduciary and related assets | $448,476,000 | 241 |
| Managed Assets ($) | $424,242,000 | 189 |
| Non-managed Assets ($) | $24,234,000 | 435 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2008-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,009,000 | 210 |
| Number of Managed Accounts | $942,000 | 166 |
| Number of Non-Managed Accounts | $67,000 | 259 |
| Total fiduciary and related assets | $482,365,000 | 246 |
| Managed Assets ($) | $454,277,000 | 194 |
| Non-managed Assets ($) | $28,088,000 | 307 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2008-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,006,000 | 219 |
| Number of Managed Accounts | $941,000 | 168 |
| Number of Non-Managed Accounts | $65,000 | 266 |
| Total fiduciary and related assets | $496,736,000 | 249 |
| Managed Assets ($) | $466,612,000 | 200 |
| Non-managed Assets ($) | $30,124,000 | 308 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2008-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,038,000 | 209 |
| Number of Managed Accounts | $968,000 | 165 |
| Number of Non-Managed Accounts | $70,000 | 258 |
| Total fiduciary and related assets | $500,102,000 | 256 |
| Managed Assets ($) | $464,170,000 | 210 |
| Non-managed Assets ($) | $35,932,000 | 303 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2007-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,026,000 | 218 |
| Number of Managed Accounts | $962,000 | 167 |
| Number of Non-Managed Accounts | $64,000 | 485 |
| Total fiduciary and related assets | $518,161,000 | 256 |
| Managed Assets ($) | $447,349,000 | 213 |
| Non-managed Assets ($) | $70,812,000 | 296 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $1,023,000 | 198 |
| Number of Managed Accounts | $956,000 | 161 |
| Number of Non-Managed Accounts | $67,000 | 247 |
| Total fiduciary and related assets | $532,127,000 | 247 |
| Managed Assets ($) | $460,439,000 | 215 |
| Non-managed Assets ($) | $71,688,000 | 245 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $1,017,000 | 202 |
| Number of Managed Accounts | $954,000 | 162 |
| Number of Non-Managed Accounts | $63,000 | 261 |
| Total fiduciary and related assets | $524,357,000 | 259 |
| Managed Assets ($) | $453,532,000 | 223 |
| Non-managed Assets ($) | $70,825,000 | 254 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $1,016,000 | 197 |
| Number of Managed Accounts | $954,000 | 156 |
| Number of Non-Managed Accounts | $62,000 | 267 |
| Total fiduciary and related assets | $515,952,000 | 256 |
| Managed Assets ($) | $446,996,000 | 214 |
| Non-managed Assets ($) | $68,956,000 | 254 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $1,020,000 | 214 |
| Number of Managed Accounts | $951,000 | 162 |
| Number of Non-Managed Accounts | $69,000 | 470 |
| Total fiduciary and related assets | $511,100,000 | 254 |
| Managed Assets ($) | $441,996,000 | 213 |
| Non-managed Assets ($) | $69,104,000 | 297 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $1,016,000 | 201 |
| Number of Managed Accounts | $947,000 | 162 |
| Number of Non-Managed Accounts | $69,000 | 259 |
| Total fiduciary and related assets | $489,322,000 | 258 |
| Managed Assets ($) | $422,956,000 | 218 |
| Non-managed Assets ($) | $66,366,000 | 261 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $1,003,000 | 210 |
| Number of Managed Accounts | $929,000 | 171 |
| Number of Non-Managed Accounts | $74,000 | 265 |
| Total fiduciary and related assets | $478,594,000 | 263 |
| Managed Assets ($) | $408,914,000 | 226 |
| Non-managed Assets ($) | $69,680,000 | 261 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $1,005,000 | 207 |
| Number of Managed Accounts | $925,000 | 173 |
| Number of Non-Managed Accounts | $80,000 | 263 |
| Total fiduciary and related assets | $486,641,000 | 266 |
| Managed Assets ($) | $413,718,000 | 226 |
| Non-managed Assets ($) | $72,923,000 | 259 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $1,007,000 | 223 |
| Number of Managed Accounts | $925,000 | 176 |
| Number of Non-Managed Accounts | $82,000 | 435 |
| Total fiduciary and related assets | $478,530,000 | 263 |
| Managed Assets ($) | $409,663,000 | 224 |
| Non-managed Assets ($) | $68,867,000 | 296 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $1,010,000 | 195 |
| Number of Managed Accounts | $919,000 | 165 |
| Number of Non-Managed Accounts | $91,000 | 249 |
| Total fiduciary and related assets | $475,228,000 | 258 |
| Managed Assets ($) | $407,680,000 | 221 |
| Non-managed Assets ($) | $67,548,000 | 257 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $1,023,000 | 197 |
| Number of Managed Accounts | $933,000 | 166 |
| Number of Non-Managed Accounts | $90,000 | 251 |
| Total fiduciary and related assets | $469,945,000 | 253 |
| Managed Assets ($) | $404,404,000 | 220 |
| Non-managed Assets ($) | $65,541,000 | 260 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $1,019,000 | 197 |
| Number of Managed Accounts | $927,000 | 166 |
| Number of Non-Managed Accounts | $92,000 | 250 |
| Total fiduciary and related assets | $464,408,000 | 257 |
| Managed Assets ($) | $400,498,000 | 223 |
| Non-managed Assets ($) | $63,910,000 | 266 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $1,006,000 | 215 |
| Number of Managed Accounts | $920,000 | 172 |
| Number of Non-Managed Accounts | $86,000 | 441 |
| Total fiduciary and related assets | $465,472,000 | 259 |
| Managed Assets ($) | $396,680,000 | 220 |
| Non-managed Assets ($) | $68,792,000 | 302 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $1,000,000 | 201 |
| Number of Managed Accounts | $914,000 | 169 |
| Number of Non-Managed Accounts | $86,000 | 262 |
| Total fiduciary and related assets | $459,872,000 | 254 |
| Managed Assets ($) | $389,115,000 | 215 |
| Non-managed Assets ($) | $70,757,000 | 260 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $998,000 | 206 |
| Number of Managed Accounts | $915,000 | 170 |
| Number of Non-Managed Accounts | $83,000 | 274 |
| Total fiduciary and related assets | $452,796,000 | 259 |
| Managed Assets ($) | $386,616,000 | 217 |
| Non-managed Assets ($) | $66,180,000 | 271 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $988,000 | 208 |
| Number of Managed Accounts | $918,000 | 168 |
| Number of Non-Managed Accounts | $70,000 | 291 |
| Total fiduciary and related assets | $462,978,000 | 261 |
| Managed Assets ($) | $398,235,000 | 216 |
| Non-managed Assets ($) | $64,743,000 | 275 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $965,000 | 243 |
| Number of Managed Accounts | $907,000 | 182 |
| Number of Non-Managed Accounts | $58,000 | 578 |
| Total fiduciary and related assets | $451,458,000 | 271 |
| Managed Assets ($) | $391,383,000 | 224 |
| Non-managed Assets ($) | $60,075,000 | 332 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $951,000 | 226 |
| Number of Managed Accounts | $894,000 | 179 |
| Number of Non-Managed Accounts | $57,000 | 317 |
| Total fiduciary and related assets | $429,344,000 | 277 |
| Managed Assets ($) | $371,375,000 | 231 |
| Non-managed Assets ($) | $57,969,000 | 290 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $948,000 | 232 |
| Number of Managed Accounts | $892,000 | 181 |
| Number of Non-Managed Accounts | $56,000 | 326 |
| Total fiduciary and related assets | $423,784,000 | 279 |
| Managed Assets ($) | $367,475,000 | 232 |
| Non-managed Assets ($) | $56,309,000 | 292 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $960,000 | 241 |
| Number of Managed Accounts | $904,000 | 186 |
| Number of Non-Managed Accounts | $56,000 | 328 |
| Total fiduciary and related assets | $382,806,000 | 298 |
| Managed Assets ($) | $330,785,000 | 244 |
| Non-managed Assets ($) | $52,021,000 | 299 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $983,000 | 255 |
| Number of Managed Accounts | $919,000 | 187 |
| Number of Non-Managed Accounts | $64,000 | 550 |
| Total fiduciary and related assets | $387,082,000 | 297 |
| Managed Assets ($) | $336,438,000 | 245 |
| Non-managed Assets ($) | $50,644,000 | 352 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2001-12-31 | 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 | 1,869 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1,865 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |