Home > Idaho Trust Bank > Fiduciary and Related Services
Idaho Trust Bank, Fiduciary and Related Services
| 2025-03-31 | 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 | 380 |
| Number of Managed Accounts | $0 | 371 |
| Number of Non-Managed Accounts | $0 | 363 |
| Total fiduciary and related assets | $0 | 380 |
| Managed Assets ($) | $0 | 371 |
| Non-managed Assets ($) | $0 | 363 |
| Memoranda | ||
| Gross Fiduciary activities income | $347,000 | 512 |
| 2024-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 6 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $472,000 | 383 |
| Number of Managed Accounts | $442,000 | 340 |
| Number of Non-Managed Accounts | $30,000 | 463 |
| Total fiduciary and related assets | $612,780,000 | 330 |
| Managed Assets ($) | $474,692,000 | 318 |
| Non-managed Assets ($) | $138,088,000 | 261 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,354,000 | 310 |
| 2024-09-30 | 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 | $472,000 | 317 |
| Number of Managed Accounts | $440,000 | 292 |
| Number of Non-Managed Accounts | $32,000 | 281 |
| Total fiduciary and related assets | $630,372,000 | 304 |
| Managed Assets ($) | $492,045,000 | 294 |
| Non-managed Assets ($) | $138,327,000 | 238 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,240,000 | 313 |
| 2024-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 2 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $476,000 | 363 |
| Number of Managed Accounts | $443,000 | 332 |
| Number of Non-Managed Accounts | $33,000 | 322 |
| Total fiduciary and related assets | $614,707,000 | 325 |
| Managed Assets ($) | $475,382,000 | 315 |
| Non-managed Assets ($) | $139,325,000 | 253 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,161,000 | 315 |
| 2024-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 7 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $467,000 | 318 |
| Number of Managed Accounts | $435,000 | 294 |
| Number of Non-Managed Accounts | $32,000 | 285 |
| Total fiduciary and related assets | $614,148,000 | 304 |
| Managed Assets ($) | $488,147,000 | 293 |
| Non-managed Assets ($) | $126,001,000 | 236 |
| Memoranda | ||
| Gross Fiduciary activities income | $988,000 | 309 |
| 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 | $449,000 | 383 |
| Number of Managed Accounts | $416,000 | 348 |
| Number of Non-Managed Accounts | $33,000 | 457 |
| Total fiduciary and related assets | $605,182,000 | 319 |
| Managed Assets ($) | $479,007,000 | 303 |
| Non-managed Assets ($) | $126,175,000 | 258 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,719,000 | 301 |
| 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 | $452,000 | 309 |
| Number of Managed Accounts | $419,000 | 283 |
| Number of Non-Managed Accounts | $33,000 | 278 |
| Total fiduciary and related assets | $602,197,000 | 290 |
| Managed Assets ($) | $476,190,000 | 279 |
| Non-managed Assets ($) | $126,007,000 | 220 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,747,000 | 302 |
| 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 | $440,000 | 357 |
| Number of Managed Accounts | $406,000 | 328 |
| Number of Non-Managed Accounts | $34,000 | 321 |
| Total fiduciary and related assets | $590,012,000 | 313 |
| Managed Assets ($) | $464,195,000 | 299 |
| Non-managed Assets ($) | $125,817,000 | 242 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,786,000 | 301 |
| 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 | $452,000 | 319 |
| Number of Managed Accounts | $418,000 | 294 |
| Number of Non-Managed Accounts | $34,000 | 285 |
| Total fiduciary and related assets | $598,410,000 | 296 |
| Managed Assets ($) | $473,061,000 | 285 |
| Non-managed Assets ($) | $125,349,000 | 224 |
| Memoranda | ||
| Gross Fiduciary activities income | $856,000 | 317 |
| 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 | $455,000 | 391 |
| Number of Managed Accounts | $422,000 | 349 |
| Number of Non-Managed Accounts | $33,000 | 471 |
| Total fiduciary and related assets | $591,560,000 | 317 |
| Managed Assets ($) | $466,152,000 | 307 |
| Non-managed Assets ($) | $125,408,000 | 252 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,275,000 | 329 |
| 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 | $457,000 | 325 |
| Number of Managed Accounts | $424,000 | 297 |
| Number of Non-Managed Accounts | $33,000 | 294 |
| Total fiduciary and related assets | $513,615,000 | 309 |
| Managed Assets ($) | $387,935,000 | 303 |
| Non-managed Assets ($) | $125,680,000 | 227 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,515,000 | 326 |
| 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 | $453,000 | 331 |
| Number of Managed Accounts | $420,000 | 307 |
| Number of Non-Managed Accounts | $33,000 | 303 |
| Total fiduciary and related assets | $522,588,000 | 292 |
| Managed Assets ($) | $397,148,000 | 283 |
| Non-managed Assets ($) | $125,440,000 | 215 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,711,000 | 287 |
| 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 | $457,000 | 289 |
| Number of Managed Accounts | $422,000 | 269 |
| Number of Non-Managed Accounts | $35,000 | 260 |
| Total fiduciary and related assets | $521,738,000 | 276 |
| Managed Assets ($) | $363,618,000 | 281 |
| Non-managed Assets ($) | $158,120,000 | 191 |
| Memoranda | ||
| Gross Fiduciary activities income | $867,000 | 289 |
| 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 | $462,000 | 352 |
| Number of Managed Accounts | $429,000 | 317 |
| Number of Non-Managed Accounts | $33,000 | 464 |
| Total fiduciary and related assets | $511,487,000 | 311 |
| Managed Assets ($) | $385,788,000 | 307 |
| Non-managed Assets ($) | $125,699,000 | 238 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,606,000 | 277 |
| 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 | $453,000 | 289 |
| Number of Managed Accounts | $421,000 | 264 |
| Number of Non-Managed Accounts | $32,000 | 265 |
| Total fiduciary and related assets | $495,292,000 | 281 |
| Managed Assets ($) | $367,345,000 | 280 |
| Non-managed Assets ($) | $127,947,000 | 207 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,731,000 | 275 |
| 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 | $453,000 | 322 |
| Number of Managed Accounts | $419,000 | 299 |
| Number of Non-Managed Accounts | $34,000 | 296 |
| Total fiduciary and related assets | $500,566,000 | 303 |
| Managed Assets ($) | $336,426,000 | 319 |
| Non-managed Assets ($) | $164,140,000 | 209 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,739,000 | 280 |
| 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 | $452,000 | 291 |
| Number of Managed Accounts | $418,000 | 269 |
| Number of Non-Managed Accounts | $34,000 | 264 |
| Total fiduciary and related assets | $471,660,000 | 284 |
| Managed Assets ($) | $308,040,000 | 293 |
| Non-managed Assets ($) | $163,620,000 | 192 |
| Memoranda | ||
| Gross Fiduciary activities income | $823,000 | 285 |
| 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 | $451,000 | 353 |
| Number of Managed Accounts | $417,000 | 318 |
| Number of Non-Managed Accounts | $34,000 | 467 |
| Total fiduciary and related assets | $461,187,000 | 309 |
| Managed Assets ($) | $303,355,000 | 326 |
| Non-managed Assets ($) | $157,832,000 | 208 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,013,000 | 287 |
| 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 | $450,000 | 288 |
| Number of Managed Accounts | $416,000 | 268 |
| Number of Non-Managed Accounts | $34,000 | 265 |
| Total fiduciary and related assets | $439,200,000 | 282 |
| Managed Assets ($) | $281,228,000 | 291 |
| Non-managed Assets ($) | $157,972,000 | 193 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,253,000 | 278 |
| 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 | $452,000 | 320 |
| Number of Managed Accounts | $417,000 | 292 |
| Number of Non-Managed Accounts | $35,000 | 292 |
| Total fiduciary and related assets | $439,386,000 | 303 |
| Managed Assets ($) | $281,473,000 | 321 |
| Non-managed Assets ($) | $157,913,000 | 206 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,474,000 | 288 |
| 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 | $458,000 | 289 |
| Number of Managed Accounts | $423,000 | 264 |
| Number of Non-Managed Accounts | $35,000 | 265 |
| Total fiduciary and related assets | $424,478,000 | 276 |
| Managed Assets ($) | $266,452,000 | 286 |
| Non-managed Assets ($) | $158,026,000 | 188 |
| Memoranda | ||
| Gross Fiduciary activities income | $721,000 | 290 |
| 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 | $454,000 | 352 |
| Number of Managed Accounts | $419,000 | 312 |
| Number of Non-Managed Accounts | $35,000 | 474 |
| Total fiduciary and related assets | $445,013,000 | 306 |
| Managed Assets ($) | $297,698,000 | 317 |
| Non-managed Assets ($) | $147,315,000 | 212 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,227,000 | 270 |
| 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 | $456,000 | 287 |
| Number of Managed Accounts | $431,000 | 265 |
| Number of Non-Managed Accounts | $25,000 | 281 |
| Total fiduciary and related assets | $439,284,000 | 282 |
| Managed Assets ($) | $297,485,000 | 291 |
| Non-managed Assets ($) | $141,799,000 | 199 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,475,000 | 269 |
| 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 | $456,000 | 310 |
| Number of Managed Accounts | $451,000 | 282 |
| Number of Non-Managed Accounts | $5,000 | 357 |
| Total fiduciary and related assets | $440,293,000 | 298 |
| Managed Assets ($) | $301,195,000 | 311 |
| Non-managed Assets ($) | $139,098,000 | 205 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,571,000 | 274 |
| 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 | $464,000 | 312 |
| Number of Managed Accounts | $462,000 | 282 |
| Number of Non-Managed Accounts | $2,000 | 376 |
| Total fiduciary and related assets | $436,174,000 | 297 |
| Managed Assets ($) | $299,775,000 | 313 |
| Non-managed Assets ($) | $136,399,000 | 208 |
| Memoranda | ||
| Gross Fiduciary activities income | $787,000 | 269 |
| 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 | $459,000 | 348 |
| Number of Managed Accounts | $457,000 | 301 |
| Number of Non-Managed Accounts | $2,000 | 831 |
| Total fiduciary and related assets | $418,650,000 | 300 |
| Managed Assets ($) | $282,315,000 | 311 |
| Non-managed Assets ($) | $136,335,000 | 209 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,236,000 | 269 |
| 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 | $458,000 | 313 |
| Number of Managed Accounts | $456,000 | 284 |
| Number of Non-Managed Accounts | $2,000 | 377 |
| Total fiduciary and related assets | $427,738,000 | 303 |
| Managed Assets ($) | $291,310,000 | 318 |
| Non-managed Assets ($) | $136,428,000 | 212 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,511,000 | 266 |
| 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 | $459,000 | 314 |
| Number of Managed Accounts | $457,000 | 286 |
| Number of Non-Managed Accounts | $2,000 | 379 |
| Total fiduciary and related assets | $423,229,000 | 305 |
| Managed Assets ($) | $286,795,000 | 318 |
| Non-managed Assets ($) | $136,434,000 | 213 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,684,000 | 266 |
| 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 | $449,000 | 321 |
| Number of Managed Accounts | $447,000 | 291 |
| Number of Non-Managed Accounts | $2,000 | 380 |
| Total fiduciary and related assets | $420,402,000 | 310 |
| Managed Assets ($) | $283,933,000 | 320 |
| Non-managed Assets ($) | $136,469,000 | 216 |
| Memoranda | ||
| Gross Fiduciary activities income | $802,000 | 275 |
| 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 | $440,000 | 365 |
| Number of Managed Accounts | $439,000 | 311 |
| Number of Non-Managed Accounts | $1,000 | 899 |
| Total fiduciary and related assets | $301,241,000 | 363 |
| Managed Assets ($) | $296,893,000 | 316 |
| Non-managed Assets ($) | $4,348,000 | 668 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,904,000 | 280 |
| 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 | $428,000 | 320 |
| Number of Managed Accounts | $427,000 | 291 |
| Number of Non-Managed Accounts | $1,000 | 380 |
| Total fiduciary and related assets | $266,244,000 | 374 |
| Managed Assets ($) | $261,721,000 | 335 |
| Non-managed Assets ($) | $4,523,000 | 364 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,137,000 | 227 |
| 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 | $427,000 | 322 |
| Number of Managed Accounts | $426,000 | 292 |
| Number of Non-Managed Accounts | $1,000 | 382 |
| Total fiduciary and related assets | $265,394,000 | 373 |
| Managed Assets ($) | $260,945,000 | 330 |
| Non-managed Assets ($) | $4,449,000 | 368 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,381,000 | 218 |
| 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 | $421,000 | 323 |
| Number of Managed Accounts | $420,000 | 293 |
| Number of Non-Managed Accounts | $1,000 | 384 |
| Total fiduciary and related assets | $246,102,000 | 385 |
| Managed Assets ($) | $241,687,000 | 346 |
| Non-managed Assets ($) | $4,415,000 | 369 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,353,000 | 195 |
| 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 | $413,000 | 379 |
| Number of Managed Accounts | $412,000 | 310 |
| Number of Non-Managed Accounts | $1,000 | 932 |
| Total fiduciary and related assets | $239,200,000 | 397 |
| Managed Assets ($) | $234,608,000 | 348 |
| Non-managed Assets ($) | $4,592,000 | 680 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,570,000 | 211 |
| 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 | $413,000 | 326 |
| Number of Managed Accounts | $412,000 | 290 |
| Number of Non-Managed Accounts | $1,000 | 392 |
| Total fiduciary and related assets | $216,536,000 | 383 |
| Managed Assets ($) | $212,081,000 | 349 |
| Non-managed Assets ($) | $4,455,000 | 372 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,863,000 | 231 |
| 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 | $406,000 | 332 |
| Number of Managed Accounts | $405,000 | 291 |
| Number of Non-Managed Accounts | $1,000 | 396 |
| Total fiduciary and related assets | $215,479,000 | 386 |
| Managed Assets ($) | $210,275,000 | 351 |
| Non-managed Assets ($) | $5,204,000 | 372 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,834,000 | 239 |
| 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 | $409,000 | 334 |
| Number of Managed Accounts | $407,000 | 292 |
| Number of Non-Managed Accounts | $2,000 | 391 |
| Total fiduciary and related assets | $216,749,000 | 385 |
| Managed Assets ($) | $211,529,000 | 347 |
| Non-managed Assets ($) | $5,220,000 | 367 |
| Memoranda | ||
| Gross Fiduciary activities income | $684,000 | 281 |
| 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 | $419,000 | 378 |
| Number of Managed Accounts | $417,000 | 305 |
| Number of Non-Managed Accounts | $2,000 | 931 |
| Total fiduciary and related assets | $258,432,000 | 376 |
| Managed Assets ($) | $221,541,000 | 346 |
| Non-managed Assets ($) | $36,891,000 | 361 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,925,000 | 272 |
| 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 | $398,000 | 333 |
| Number of Managed Accounts | $396,000 | 293 |
| Number of Non-Managed Accounts | $2,000 | 386 |
| Total fiduciary and related assets | $231,666,000 | 384 |
| Managed Assets ($) | $193,756,000 | 349 |
| Non-managed Assets ($) | $37,910,000 | 295 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,149,000 | 276 |
| 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 | $380,000 | 338 |
| Number of Managed Accounts | $378,000 | 299 |
| Number of Non-Managed Accounts | $2,000 | 390 |
| Total fiduciary and related assets | $243,022,000 | 386 |
| Managed Assets ($) | $203,555,000 | 350 |
| Non-managed Assets ($) | $39,467,000 | 298 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,479,000 | 274 |
| 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 | $389,000 | 340 |
| Number of Managed Accounts | $388,000 | 297 |
| Number of Non-Managed Accounts | $1,000 | 399 |
| Total fiduciary and related assets | $252,566,000 | 384 |
| Managed Assets ($) | $248,021,000 | 330 |
| Non-managed Assets ($) | $4,545,000 | 372 |
| Memoranda | ||
| Gross Fiduciary activities income | $777,000 | 273 |
| 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 | $363,000 | 432 |
| Number of Managed Accounts | $362,000 | 350 |
| Number of Non-Managed Accounts | $1,000 | 1,018 |
| Total fiduciary and related assets | $259,971,000 | 385 |
| Managed Assets ($) | $255,704,000 | 328 |
| Non-managed Assets ($) | $4,267,000 | 721 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,313,000 | 253 |
| 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 | $352,000 | 357 |
| Number of Managed Accounts | $351,000 | 316 |
| Number of Non-Managed Accounts | $1,000 | 395 |
| Total fiduciary and related assets | $266,482,000 | 376 |
| Managed Assets ($) | $262,081,000 | 320 |
| Non-managed Assets ($) | $4,401,000 | 372 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,513,000 | 253 |
| 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 | $344,000 | 359 |
| Number of Managed Accounts | $343,000 | 322 |
| Number of Non-Managed Accounts | $1,000 | 396 |
| Total fiduciary and related assets | $269,396,000 | 376 |
| Managed Assets ($) | $262,991,000 | 321 |
| Non-managed Assets ($) | $6,405,000 | 363 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,691,000 | 253 |
| 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 | $360,000 | 359 |
| Number of Managed Accounts | $360,000 | 314 |
| Number of Non-Managed Accounts | $0 | 408 |
| Total fiduciary and related assets | $263,629,000 | 379 |
| Managed Assets ($) | $263,629,000 | 315 |
| Non-managed Assets ($) | $0 | 406 |
| Memoranda | ||
| Gross Fiduciary activities income | $825,000 | 260 |
| 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 | $357,000 | 441 |
| Number of Managed Accounts | $355,000 | 355 |
| Number of Non-Managed Accounts | $2,000 | 1,000 |
| Total fiduciary and related assets | $264,861,000 | 377 |
| Managed Assets ($) | $257,789,000 | 317 |
| Non-managed Assets ($) | $7,072,000 | 658 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,196,000 | 248 |
| 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 | $1,048,000 | 199 |
| Number of Managed Accounts | $353,000 | 302 |
| Number of Non-Managed Accounts | $695,000 | 81 |
| Total fiduciary and related assets | $289,077,000 | 347 |
| Managed Assets ($) | $249,468,000 | 307 |
| Non-managed Assets ($) | $39,609,000 | 289 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,393,000 | 248 |
| 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 | $1,036,000 | 196 |
| Number of Managed Accounts | $314,000 | 310 |
| Number of Non-Managed Accounts | $722,000 | 82 |
| Total fiduciary and related assets | $275,383,000 | 355 |
| Managed Assets ($) | $241,629,000 | 304 |
| Non-managed Assets ($) | $33,754,000 | 298 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,603,000 | 245 |
| 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 | $1,117,000 | 189 |
| Number of Managed Accounts | $361,000 | 299 |
| Number of Non-Managed Accounts | $756,000 | 82 |
| Total fiduciary and related assets | $277,893,000 | 351 |
| Managed Assets ($) | $240,949,000 | 303 |
| Non-managed Assets ($) | $36,944,000 | 305 |
| Memoranda | ||
| Gross Fiduciary activities income | $800,000 | 247 |
| 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 | $897,000 | 231 |
| Number of Managed Accounts | $370,000 | 340 |
| Number of Non-Managed Accounts | $527,000 | 101 |
| Total fiduciary and related assets | $288,883,000 | 341 |
| Managed Assets ($) | $251,184,000 | 298 |
| Non-managed Assets ($) | $37,699,000 | 380 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,809,000 | 250 |
| 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 | $905,000 | 217 |
| Number of Managed Accounts | $373,000 | 291 |
| Number of Non-Managed Accounts | $532,000 | 86 |
| Total fiduciary and related assets | $256,398,000 | 348 |
| Managed Assets ($) | $217,359,000 | 308 |
| Non-managed Assets ($) | $39,039,000 | 284 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,062,000 | 251 |
| 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 | $942,000 | 209 |
| Number of Managed Accounts | $355,000 | 293 |
| Number of Non-Managed Accounts | $587,000 | 83 |
| Total fiduciary and related assets | $249,872,000 | 349 |
| Managed Assets ($) | $211,860,000 | 306 |
| Non-managed Assets ($) | $38,012,000 | 284 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,365,000 | 254 |
| 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 | $1,016,000 | 197 |
| Number of Managed Accounts | $370,000 | 289 |
| Number of Non-Managed Accounts | $646,000 | 83 |
| Total fiduciary and related assets | $250,733,000 | 350 |
| Managed Assets ($) | $210,680,000 | 307 |
| Non-managed Assets ($) | $40,053,000 | 280 |
| Memoranda | ||
| Gross Fiduciary activities income | $635,000 | 269 |
| 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 | $914,000 | 227 |
| Number of Managed Accounts | $369,000 | 342 |
| Number of Non-Managed Accounts | $545,000 | 103 |
| Total fiduciary and related assets | $191,125,000 | 403 |
| Managed Assets ($) | $153,950,000 | 370 |
| Non-managed Assets ($) | $37,175,000 | 370 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,139,000 | 256 |
| 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 | $958,000 | 203 |
| Number of Managed Accounts | $369,000 | 289 |
| Number of Non-Managed Accounts | $589,000 | 85 |
| Total fiduciary and related assets | $180,454,000 | 355 |
| Managed Assets ($) | $150,216,000 | 324 |
| Non-managed Assets ($) | $30,238,000 | 294 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,627,000 | 250 |
| 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 | $963,000 | 207 |
| Number of Managed Accounts | $354,000 | 293 |
| Number of Non-Managed Accounts | $609,000 | 88 |
| Total fiduciary and related assets | $196,605,000 | 359 |
| Managed Assets ($) | $159,650,000 | 329 |
| Non-managed Assets ($) | $36,955,000 | 284 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,117,000 | 246 |
| 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 | $996,000 | 202 |
| Number of Managed Accounts | $366,000 | 297 |
| Number of Non-Managed Accounts | $630,000 | 85 |
| Total fiduciary and related assets | $199,815,000 | 363 |
| Managed Assets ($) | $159,700,000 | 333 |
| Non-managed Assets ($) | $40,115,000 | 276 |
| Memoranda | ||
| Gross Fiduciary activities income | $538,000 | 255 |
| 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 | $1,007,000 | 215 |
| Number of Managed Accounts | $359,000 | 355 |
| Number of Non-Managed Accounts | $648,000 | 98 |
| Total fiduciary and related assets | $196,809,000 | 408 |
| Managed Assets ($) | $158,895,000 | 373 |
| Non-managed Assets ($) | $37,914,000 | 360 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,829,000 | 282 |
| 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 | $1,050,000 | 196 |
| Number of Managed Accounts | $369,000 | 285 |
| Number of Non-Managed Accounts | $681,000 | 85 |
| Total fiduciary and related assets | $193,275,000 | 351 |
| Managed Assets ($) | $156,002,000 | 319 |
| Non-managed Assets ($) | $37,273,000 | 279 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,356,000 | 277 |
| 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 | $1,051,000 | 192 |
| Number of Managed Accounts | $364,000 | 287 |
| Number of Non-Managed Accounts | $687,000 | 85 |
| Total fiduciary and related assets | $182,425,000 | 350 |
| Managed Assets ($) | $149,750,000 | 318 |
| Non-managed Assets ($) | $32,675,000 | 285 |
| Memoranda | ||
| Gross Fiduciary activities income | $907,000 | 278 |
| 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 | $1,068,000 | 190 |
| Number of Managed Accounts | $379,000 | 288 |
| Number of Non-Managed Accounts | $689,000 | 88 |
| Total fiduciary and related assets | $196,247,000 | 357 |
| Managed Assets ($) | $158,861,000 | 322 |
| Non-managed Assets ($) | $37,386,000 | 278 |
| Memoranda | ||
| Gross Fiduciary activities income | $444,000 | 283 |
| 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 | $1,185,000 | 186 |
| Number of Managed Accounts | $384,000 | 339 |
| Number of Non-Managed Accounts | $801,000 | 95 |
| Total fiduciary and related assets | $189,328,000 | 410 |
| Managed Assets ($) | $155,003,000 | 369 |
| Non-managed Assets ($) | $34,325,000 | 387 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,806,000 | 268 |
| 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 | $775,000 | 244 |
| Number of Managed Accounts | $370,000 | 281 |
| Number of Non-Managed Accounts | $405,000 | 119 |
| Total fiduciary and related assets | $208,457,000 | 338 |
| Managed Assets ($) | $173,254,000 | 305 |
| Non-managed Assets ($) | $35,203,000 | 272 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,373,000 | 262 |
| 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 | $783,000 | 246 |
| Number of Managed Accounts | $380,000 | 283 |
| Number of Non-Managed Accounts | $403,000 | 124 |
| Total fiduciary and related assets | $204,710,000 | 343 |
| Managed Assets ($) | $168,080,000 | 314 |
| Non-managed Assets ($) | $36,630,000 | 269 |
| Memoranda | ||
| Gross Fiduciary activities income | $925,000 | 263 |
| 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 | $834,000 | 237 |
| Number of Managed Accounts | $433,000 | 266 |
| Number of Non-Managed Accounts | $401,000 | 123 |
| Total fiduciary and related assets | $197,924,000 | 342 |
| Managed Assets ($) | $165,773,000 | 311 |
| Non-managed Assets ($) | $32,151,000 | 275 |
| Memoranda | ||
| Gross Fiduciary activities income | $440,000 | 277 |
| 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 | $830,000 | 269 |
| Number of Managed Accounts | $439,000 | 305 |
| Number of Non-Managed Accounts | $391,000 | 157 |
| Total fiduciary and related assets | $223,106,000 | 359 |
| Managed Assets ($) | $183,763,000 | 328 |
| Non-managed Assets ($) | $39,343,000 | 353 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,318,000 | 241 |
| 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 | $833,000 | 240 |
| Number of Managed Accounts | $441,000 | 274 |
| Number of Non-Managed Accounts | $392,000 | 128 |
| Total fiduciary and related assets | $265,096,000 | 330 |
| Managed Assets ($) | $218,436,000 | 306 |
| Non-managed Assets ($) | $46,660,000 | 279 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,817,000 | 243 |
| 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 | $459,000 | 325 |
| Number of Managed Accounts | $458,000 | 269 |
| Number of Non-Managed Accounts | $1,000 | 422 |
| Total fiduciary and related assets | $221,640,000 | 373 |
| Managed Assets ($) | $217,433,000 | 314 |
| Non-managed Assets ($) | $4,207,000 | 386 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,203,000 | 246 |
| 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 | $452,000 | 329 |
| Number of Managed Accounts | $450,000 | 274 |
| Number of Non-Managed Accounts | $2,000 | 419 |
| Total fiduciary and related assets | $247,700,000 | 366 |
| Managed Assets ($) | $242,922,000 | 302 |
| Non-managed Assets ($) | $4,778,000 | 388 |
| Memoranda | ||
| Gross Fiduciary activities income | $596,000 | 249 |
| 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 | $477,000 | 393 |
| Number of Managed Accounts | $474,000 | 291 |
| Number of Non-Managed Accounts | $3,000 | 1,101 |
| Total fiduciary and related assets | $240,649,000 | 388 |
| Managed Assets ($) | $235,576,000 | 323 |
| Non-managed Assets ($) | $5,073,000 | 761 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,371,000 | 252 |
| 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 | $468,000 | 314 |
| Number of Managed Accounts | $465,000 | 259 |
| Number of Non-Managed Accounts | $3,000 | 398 |
| Total fiduciary and related assets | $239,715,000 | 359 |
| Managed Assets ($) | $234,198,000 | 311 |
| Non-managed Assets ($) | $5,517,000 | 369 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,761,000 | 251 |
| 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 | $471,000 | 315 |
| Number of Managed Accounts | $465,000 | 260 |
| Number of Non-Managed Accounts | $6,000 | 390 |
| Total fiduciary and related assets | $326,004,000 | 328 |
| Managed Assets ($) | $307,216,000 | 270 |
| Non-managed Assets ($) | $18,788,000 | 330 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,170,000 | 260 |
| 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 | $465,000 | 316 |
| Number of Managed Accounts | $459,000 | 264 |
| Number of Non-Managed Accounts | $6,000 | 391 |
| Total fiduciary and related assets | $317,694,000 | 328 |
| Managed Assets ($) | $299,986,000 | 270 |
| Non-managed Assets ($) | $17,708,000 | 335 |
| Memoranda | ||
| Gross Fiduciary activities income | $579,000 | 260 |
| 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 | $456,000 | 397 |
| Number of Managed Accounts | $450,000 | 299 |
| Number of Non-Managed Accounts | $6,000 | 1,039 |
| Total fiduciary and related assets | $325,948,000 | 324 |
| Managed Assets ($) | $308,702,000 | 268 |
| Non-managed Assets ($) | $17,246,000 | 552 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,308,000 | 251 |
| 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 | $450,000 | 320 |
| Number of Managed Accounts | $444,000 | 271 |
| Number of Non-Managed Accounts | $6,000 | 379 |
| Total fiduciary and related assets | $314,220,000 | 329 |
| Managed Assets ($) | $297,712,000 | 273 |
| Non-managed Assets ($) | $16,508,000 | 335 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,748,000 | 251 |