Home > Iowa State Bank > Fiduciary and Related Services
Iowa State Bank, 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 | $874,000 | 270 |
| Number of Managed Accounts | $834,000 | 236 |
| Number of Non-Managed Accounts | $40,000 | 422 |
| Total fiduciary and related assets | $1,433,324,000 | 211 |
| Managed Assets ($) | $1,378,054,000 | 174 |
| Non-managed Assets ($) | $55,270,000 | 346 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,683,000 | 246 |
| 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 | $883,000 | 242 |
| Number of Managed Accounts | $844,000 | 214 |
| Number of Non-Managed Accounts | $39,000 | 268 |
| Total fiduciary and related assets | $1,344,289,000 | 211 |
| Managed Assets ($) | $1,293,259,000 | 175 |
| Non-managed Assets ($) | $51,030,000 | 271 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,095,000 | 252 |
| 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 | $893,000 | 259 |
| Number of Managed Accounts | $853,000 | 229 |
| Number of Non-Managed Accounts | $40,000 | 304 |
| Total fiduciary and related assets | $1,371,625,000 | 206 |
| Managed Assets ($) | $1,306,932,000 | 172 |
| Non-managed Assets ($) | $64,693,000 | 295 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,720,000 | 247 |
| 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 | $898,000 | 250 |
| Number of Managed Accounts | $857,000 | 220 |
| Number of Non-Managed Accounts | $41,000 | 271 |
| Total fiduciary and related assets | $1,367,609,000 | 216 |
| Managed Assets ($) | $1,303,506,000 | 178 |
| Non-managed Assets ($) | $64,103,000 | 266 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,376,000 | 252 |
| 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 | $886,000 | 271 |
| Number of Managed Accounts | $847,000 | 238 |
| Number of Non-Managed Accounts | $39,000 | 446 |
| Total fiduciary and related assets | $1,326,308,000 | 216 |
| Managed Assets ($) | $1,270,415,000 | 182 |
| Non-managed Assets ($) | $55,893,000 | 340 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,608,000 | 256 |
| 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 | $889,000 | 253 |
| Number of Managed Accounts | $848,000 | 224 |
| Number of Non-Managed Accounts | $41,000 | 279 |
| Total fiduciary and related assets | $1,261,148,000 | 217 |
| Managed Assets ($) | $1,206,378,000 | 181 |
| Non-managed Assets ($) | $54,770,000 | 283 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,230,000 | 253 |
| 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 | $888,000 | 235 |
| Number of Managed Accounts | $847,000 | 211 |
| Number of Non-Managed Accounts | $41,000 | 288 |
| Total fiduciary and related assets | $1,279,212,000 | 183 |
| Managed Assets ($) | $1,221,205,000 | 155 |
| Non-managed Assets ($) | $58,007,000 | 277 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,949,000 | 218 |
| 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 | $890,000 | 226 |
| Number of Managed Accounts | $851,000 | 199 |
| Number of Non-Managed Accounts | $39,000 | 256 |
| Total fiduciary and related assets | $1,367,436,000 | 188 |
| Managed Assets ($) | $1,299,408,000 | 160 |
| Non-managed Assets ($) | $68,028,000 | 240 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,615,000 | 213 |
| 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 | $885,000 | 244 |
| Number of Managed Accounts | $846,000 | 216 |
| Number of Non-Managed Accounts | $39,000 | 434 |
| Total fiduciary and related assets | $1,416,671,000 | 192 |
| Managed Assets ($) | $1,347,878,000 | 162 |
| Non-managed Assets ($) | $68,793,000 | 302 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,076,000 | 232 |
| 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 | $860,000 | 229 |
| Number of Managed Accounts | $821,000 | 207 |
| Number of Non-Managed Accounts | $39,000 | 253 |
| Total fiduciary and related assets | $1,121,472,000 | 208 |
| Managed Assets ($) | $1,054,309,000 | 179 |
| Non-managed Assets ($) | $67,163,000 | 240 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,694,000 | 235 |
| 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 | $856,000 | 240 |
| Number of Managed Accounts | $817,000 | 220 |
| Number of Non-Managed Accounts | $39,000 | 288 |
| Total fiduciary and related assets | $1,086,359,000 | 213 |
| Managed Assets ($) | $1,019,336,000 | 183 |
| Non-managed Assets ($) | $67,023,000 | 276 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,414,000 | 234 |
| 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 | $849,000 | 231 |
| Number of Managed Accounts | $809,000 | 212 |
| Number of Non-Managed Accounts | $40,000 | 252 |
| Total fiduciary and related assets | $1,046,102,000 | 212 |
| Managed Assets ($) | $977,129,000 | 182 |
| Non-managed Assets ($) | $68,973,000 | 238 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,170,000 | 237 |
| 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 | $843,000 | 248 |
| Number of Managed Accounts | $806,000 | 221 |
| Number of Non-Managed Accounts | $37,000 | 452 |
| Total fiduciary and related assets | $1,012,139,000 | 214 |
| Managed Assets ($) | $949,724,000 | 182 |
| Non-managed Assets ($) | $62,415,000 | 306 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,404,000 | 235 |
| 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 | $843,000 | 230 |
| Number of Managed Accounts | $806,000 | 209 |
| Number of Non-Managed Accounts | $37,000 | 262 |
| Total fiduciary and related assets | $899,035,000 | 215 |
| Managed Assets ($) | $849,190,000 | 184 |
| Non-managed Assets ($) | $49,845,000 | 253 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,273,000 | 231 |
| 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 | $851,000 | 240 |
| Number of Managed Accounts | $813,000 | 215 |
| Number of Non-Managed Accounts | $38,000 | 288 |
| Total fiduciary and related assets | $859,314,000 | 223 |
| Managed Assets ($) | $811,400,000 | 188 |
| Non-managed Assets ($) | $47,914,000 | 289 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,274,000 | 229 |
| 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 | $854,000 | 226 |
| Number of Managed Accounts | $815,000 | 205 |
| Number of Non-Managed Accounts | $39,000 | 257 |
| Total fiduciary and related assets | $806,123,000 | 214 |
| Managed Assets ($) | $761,119,000 | 179 |
| Non-managed Assets ($) | $45,004,000 | 255 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,080,000 | 232 |
| 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 | $845,000 | 249 |
| Number of Managed Accounts | $792,000 | 219 |
| Number of Non-Managed Accounts | $53,000 | 389 |
| Total fiduciary and related assets | $941,785,000 | 209 |
| Managed Assets ($) | $863,643,000 | 183 |
| Non-managed Assets ($) | $78,142,000 | 272 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,326,000 | 233 |
| 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 | $834,000 | 233 |
| Number of Managed Accounts | $779,000 | 213 |
| Number of Non-Managed Accounts | $55,000 | 237 |
| Total fiduciary and related assets | $936,135,000 | 204 |
| Managed Assets ($) | $843,308,000 | 177 |
| Non-managed Assets ($) | $92,827,000 | 225 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,308,000 | 229 |
| 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 | $838,000 | 237 |
| Number of Managed Accounts | $781,000 | 215 |
| Number of Non-Managed Accounts | $57,000 | 246 |
| Total fiduciary and related assets | $881,225,000 | 209 |
| Managed Assets ($) | $788,709,000 | 187 |
| Non-managed Assets ($) | $92,516,000 | 244 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,223,000 | 228 |
| 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 | $836,000 | 239 |
| Number of Managed Accounts | $780,000 | 215 |
| Number of Non-Managed Accounts | $56,000 | 251 |
| Total fiduciary and related assets | $873,500,000 | 210 |
| Managed Assets ($) | $779,395,000 | 187 |
| Non-managed Assets ($) | $94,105,000 | 244 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,159,000 | 221 |
| 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 | $840,000 | 246 |
| Number of Managed Accounts | $783,000 | 216 |
| Number of Non-Managed Accounts | $57,000 | 377 |
| Total fiduciary and related assets | $712,665,000 | 228 |
| Managed Assets ($) | $620,626,000 | 204 |
| Non-managed Assets ($) | $92,039,000 | 252 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,187,000 | 234 |
| 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 | $830,000 | 239 |
| Number of Managed Accounts | $773,000 | 212 |
| Number of Non-Managed Accounts | $57,000 | 247 |
| Total fiduciary and related assets | $747,509,000 | 230 |
| Managed Assets ($) | $654,628,000 | 207 |
| Non-managed Assets ($) | $92,881,000 | 247 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,117,000 | 236 |
| 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 | $831,000 | 242 |
| Number of Managed Accounts | $773,000 | 214 |
| Number of Non-Managed Accounts | $58,000 | 248 |
| Total fiduciary and related assets | $742,670,000 | 230 |
| Managed Assets ($) | $649,972,000 | 205 |
| Non-managed Assets ($) | $92,698,000 | 248 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,051,000 | 238 |
| 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 | $832,000 | 243 |
| Number of Managed Accounts | $773,000 | 214 |
| Number of Non-Managed Accounts | $59,000 | 249 |
| Total fiduciary and related assets | $734,801,000 | 228 |
| Managed Assets ($) | $643,573,000 | 203 |
| Non-managed Assets ($) | $91,228,000 | 248 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,110,000 | 229 |
| 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 | $939,000 | 242 |
| Number of Managed Accounts | $776,000 | 218 |
| Number of Non-Managed Accounts | $163,000 | 206 |
| Total fiduciary and related assets | $746,285,000 | 227 |
| Managed Assets ($) | $677,913,000 | 198 |
| Non-managed Assets ($) | $68,372,000 | 290 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,022,000 | 231 |
| 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 | $946,000 | 227 |
| Number of Managed Accounts | $779,000 | 211 |
| Number of Non-Managed Accounts | $167,000 | 160 |
| Total fiduciary and related assets | $931,091,000 | 206 |
| Managed Assets ($) | $693,837,000 | 192 |
| Non-managed Assets ($) | $237,254,000 | 177 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,999,000 | 234 |
| 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 | $938,000 | 225 |
| Number of Managed Accounts | $772,000 | 212 |
| Number of Non-Managed Accounts | $166,000 | 161 |
| Total fiduciary and related assets | $917,339,000 | 202 |
| Managed Assets ($) | $693,258,000 | 186 |
| Non-managed Assets ($) | $224,081,000 | 175 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,874,000 | 241 |
| 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 | $940,000 | 226 |
| Number of Managed Accounts | $767,000 | 213 |
| Number of Non-Managed Accounts | $173,000 | 153 |
| Total fiduciary and related assets | $892,432,000 | 202 |
| Managed Assets ($) | $681,204,000 | 185 |
| Non-managed Assets ($) | $211,228,000 | 176 |
| Memoranda | ||
| Gross Fiduciary activities income | $926,000 | 241 |
| 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 | $917,000 | 231 |
| Number of Managed Accounts | $759,000 | 213 |
| Number of Non-Managed Accounts | $158,000 | 213 |
| Total fiduciary and related assets | $889,365,000 | 201 |
| Managed Assets ($) | $688,323,000 | 180 |
| Non-managed Assets ($) | $201,042,000 | 170 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,615,000 | 240 |
| 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 | $913,000 | 224 |
| Number of Managed Accounts | $759,000 | 211 |
| Number of Non-Managed Accounts | $154,000 | 167 |
| Total fiduciary and related assets | $836,352,000 | 203 |
| Managed Assets ($) | $636,412,000 | 192 |
| Non-managed Assets ($) | $199,940,000 | 172 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,682,000 | 240 |
| 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 | $907,000 | 224 |
| Number of Managed Accounts | $755,000 | 215 |
| Number of Non-Managed Accounts | $152,000 | 172 |
| Total fiduciary and related assets | $825,676,000 | 206 |
| Managed Assets ($) | $631,716,000 | 193 |
| Non-managed Assets ($) | $193,960,000 | 174 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,806,000 | 241 |
| 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 | $822,000 | 241 |
| Number of Managed Accounts | $747,000 | 214 |
| Number of Non-Managed Accounts | $75,000 | 222 |
| Total fiduciary and related assets | $803,894,000 | 207 |
| Managed Assets ($) | $620,117,000 | 193 |
| Non-managed Assets ($) | $183,777,000 | 178 |
| Memoranda | ||
| Gross Fiduciary activities income | $883,000 | 240 |
| 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 | $804,000 | 255 |
| Number of Managed Accounts | $732,000 | 220 |
| Number of Non-Managed Accounts | $72,000 | 349 |
| Total fiduciary and related assets | $788,167,000 | 210 |
| Managed Assets ($) | $604,423,000 | 195 |
| Non-managed Assets ($) | $183,744,000 | 179 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,516,000 | 244 |
| 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 | $795,000 | 248 |
| Number of Managed Accounts | $718,000 | 220 |
| Number of Non-Managed Accounts | $77,000 | 220 |
| Total fiduciary and related assets | $749,260,000 | 210 |
| Managed Assets ($) | $583,894,000 | 196 |
| Non-managed Assets ($) | $165,366,000 | 188 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,676,000 | 242 |
| 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 | $781,000 | 255 |
| Number of Managed Accounts | $704,000 | 225 |
| Number of Non-Managed Accounts | $77,000 | 222 |
| Total fiduciary and related assets | $757,466,000 | 216 |
| Managed Assets ($) | $586,874,000 | 204 |
| Non-managed Assets ($) | $170,592,000 | 187 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,804,000 | 244 |
| 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 | $790,000 | 252 |
| Number of Managed Accounts | $711,000 | 220 |
| Number of Non-Managed Accounts | $79,000 | 217 |
| Total fiduciary and related assets | $758,199,000 | 217 |
| Managed Assets ($) | $586,845,000 | 204 |
| Non-managed Assets ($) | $171,354,000 | 186 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,028,000 | 231 |
| 2014-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $777,000 | 266 |
| Number of Managed Accounts | $704,000 | 227 |
| Number of Non-Managed Accounts | $73,000 | 363 |
| Total fiduciary and related assets | $758,334,000 | 212 |
| Managed Assets ($) | $589,149,000 | 199 |
| Non-managed Assets ($) | $169,185,000 | 186 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,178,000 | 265 |
| 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 | $759,000 | 256 |
| Number of Managed Accounts | $687,000 | 226 |
| Number of Non-Managed Accounts | $72,000 | 234 |
| Total fiduciary and related assets | $740,817,000 | 215 |
| Managed Assets ($) | $580,293,000 | 199 |
| Non-managed Assets ($) | $160,524,000 | 187 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,336,000 | 269 |
| 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 | $755,000 | 255 |
| Number of Managed Accounts | $678,000 | 230 |
| Number of Non-Managed Accounts | $77,000 | 224 |
| Total fiduciary and related assets | $742,352,000 | 213 |
| Managed Assets ($) | $580,376,000 | 199 |
| Non-managed Assets ($) | $161,976,000 | 190 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,583,000 | 264 |
| 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 | $755,000 | 260 |
| Number of Managed Accounts | $699,000 | 220 |
| Number of Non-Managed Accounts | $56,000 | 262 |
| Total fiduciary and related assets | $720,386,000 | 213 |
| Managed Assets ($) | $570,091,000 | 198 |
| Non-managed Assets ($) | $150,295,000 | 196 |
| Memoranda | ||
| Gross Fiduciary activities income | $762,000 | 272 |
| 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 | $737,000 | 274 |
| Number of Managed Accounts | $684,000 | 230 |
| Number of Non-Managed Accounts | $53,000 | 453 |
| Total fiduciary and related assets | $712,661,000 | 211 |
| Managed Assets ($) | $565,479,000 | 195 |
| Non-managed Assets ($) | $147,182,000 | 203 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,994,000 | 260 |
| 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 | $712,000 | 261 |
| Number of Managed Accounts | $667,000 | 221 |
| Number of Non-Managed Accounts | $45,000 | 277 |
| Total fiduciary and related assets | $675,588,000 | 213 |
| Managed Assets ($) | $544,106,000 | 193 |
| Non-managed Assets ($) | $131,482,000 | 198 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,231,000 | 259 |
| 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 | $709,000 | 259 |
| Number of Managed Accounts | $664,000 | 219 |
| Number of Non-Managed Accounts | $45,000 | 277 |
| Total fiduciary and related assets | $659,970,000 | 210 |
| Managed Assets ($) | $531,676,000 | 188 |
| Non-managed Assets ($) | $128,294,000 | 200 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,494,000 | 260 |
| 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 | $695,000 | 268 |
| Number of Managed Accounts | $654,000 | 225 |
| Number of Non-Managed Accounts | $41,000 | 283 |
| Total fiduciary and related assets | $640,299,000 | 216 |
| Managed Assets ($) | $515,338,000 | 197 |
| Non-managed Assets ($) | $124,961,000 | 206 |
| Memoranda | ||
| Gross Fiduciary activities income | $678,000 | 271 |
| 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 | $685,000 | 290 |
| Number of Managed Accounts | $649,000 | 231 |
| Number of Non-Managed Accounts | $36,000 | 559 |
| Total fiduciary and related assets | $598,366,000 | 229 |
| Managed Assets ($) | $484,953,000 | 199 |
| Non-managed Assets ($) | $113,413,000 | 228 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,539,000 | 271 |
| 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 | $664,000 | 266 |
| Number of Managed Accounts | $629,000 | 225 |
| Number of Non-Managed Accounts | $35,000 | 283 |
| Total fiduciary and related assets | $606,162,000 | 220 |
| Managed Assets ($) | $492,611,000 | 196 |
| Non-managed Assets ($) | $113,551,000 | 203 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,867,000 | 273 |
| 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 | $655,000 | 263 |
| Number of Managed Accounts | $620,000 | 222 |
| Number of Non-Managed Accounts | $35,000 | 285 |
| Total fiduciary and related assets | $552,443,000 | 234 |
| Managed Assets ($) | $454,999,000 | 203 |
| Non-managed Assets ($) | $97,444,000 | 215 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,204,000 | 278 |
| 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 | $640,000 | 268 |
| Number of Managed Accounts | $603,000 | 227 |
| Number of Non-Managed Accounts | $37,000 | 274 |
| Total fiduciary and related assets | $569,325,000 | 224 |
| Managed Assets ($) | $467,246,000 | 201 |
| Non-managed Assets ($) | $102,079,000 | 204 |
| Memoranda | ||
| Gross Fiduciary activities income | $641,000 | 266 |
| 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 | $639,000 | 302 |
| Number of Managed Accounts | $603,000 | 240 |
| Number of Non-Managed Accounts | $36,000 | 561 |
| Total fiduciary and related assets | $541,509,000 | 228 |
| Managed Assets ($) | $448,241,000 | 203 |
| Non-managed Assets ($) | $93,268,000 | 232 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,627,000 | 220 |
| 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 | $635,000 | 269 |
| Number of Managed Accounts | $594,000 | 227 |
| Number of Non-Managed Accounts | $41,000 | 279 |
| Total fiduciary and related assets | $525,876,000 | 224 |
| Managed Assets ($) | $440,092,000 | 190 |
| Non-managed Assets ($) | $85,784,000 | 212 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,007,000 | 218 |
| 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 | $629,000 | 272 |
| Number of Managed Accounts | $588,000 | 230 |
| Number of Non-Managed Accounts | $41,000 | 280 |
| Total fiduciary and related assets | $561,959,000 | 222 |
| Managed Assets ($) | $454,639,000 | 197 |
| Non-managed Assets ($) | $107,320,000 | 211 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,410,000 | 214 |
| 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 | $617,000 | 276 |
| Number of Managed Accounts | $580,000 | 235 |
| Number of Non-Managed Accounts | $37,000 | 289 |
| Total fiduciary and related assets | $554,683,000 | 223 |
| Managed Assets ($) | $450,025,000 | 199 |
| Non-managed Assets ($) | $104,658,000 | 213 |
| Memoranda | ||
| Gross Fiduciary activities income | $855,000 | 190 |
| 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 | $612,000 | 315 |
| Number of Managed Accounts | $574,000 | 251 |
| Number of Non-Managed Accounts | $38,000 | 579 |
| Total fiduciary and related assets | $527,504,000 | 228 |
| Managed Assets ($) | $428,081,000 | 201 |
| Non-managed Assets ($) | $99,423,000 | 231 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,492,000 | 225 |
| 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 | $617,000 | 275 |
| Number of Managed Accounts | $579,000 | 225 |
| Number of Non-Managed Accounts | $38,000 | 284 |
| Total fiduciary and related assets | $573,592,000 | 214 |
| Managed Assets ($) | $481,596,000 | 178 |
| Non-managed Assets ($) | $91,996,000 | 215 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,864,000 | 221 |
| 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 | $605,000 | 278 |
| Number of Managed Accounts | $567,000 | 231 |
| Number of Non-Managed Accounts | $38,000 | 286 |
| Total fiduciary and related assets | $539,820,000 | 214 |
| Managed Assets ($) | $457,255,000 | 177 |
| Non-managed Assets ($) | $82,565,000 | 224 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,161,000 | 236 |
| 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 | $582,000 | 281 |
| Number of Managed Accounts | $543,000 | 237 |
| Number of Non-Managed Accounts | $39,000 | 287 |
| Total fiduciary and related assets | $560,803,000 | 220 |
| Managed Assets ($) | $470,223,000 | 182 |
| Non-managed Assets ($) | $90,580,000 | 220 |
| Memoranda | ||
| Gross Fiduciary activities income | $577,000 | 235 |
| 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 | $581,000 | 333 |
| Number of Managed Accounts | $543,000 | 259 |
| Number of Non-Managed Accounts | $38,000 | 590 |
| Total fiduciary and related assets | $485,935,000 | 238 |
| Managed Assets ($) | $401,211,000 | 208 |
| Non-managed Assets ($) | $84,724,000 | 248 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,247,000 | 229 |
| 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 | $569,000 | 287 |
| Number of Managed Accounts | $531,000 | 242 |
| Number of Non-Managed Accounts | $38,000 | 274 |
| Total fiduciary and related assets | $476,064,000 | 241 |
| Managed Assets ($) | $397,886,000 | 209 |
| Non-managed Assets ($) | $78,178,000 | 221 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,675,000 | 230 |
| 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 | $576,000 | 288 |
| Number of Managed Accounts | $539,000 | 243 |
| Number of Non-Managed Accounts | $37,000 | 284 |
| Total fiduciary and related assets | $449,526,000 | 242 |
| Managed Assets ($) | $382,925,000 | 209 |
| Non-managed Assets ($) | $66,601,000 | 223 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,021,000 | 243 |
| 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 | $575,000 | 287 |
| Number of Managed Accounts | $537,000 | 240 |
| Number of Non-Managed Accounts | $38,000 | 281 |
| Total fiduciary and related assets | $357,845,000 | 271 |
| Managed Assets ($) | $303,607,000 | 236 |
| Non-managed Assets ($) | $54,238,000 | 236 |
| Memoranda | ||
| Gross Fiduciary activities income | $520,000 | 243 |
| 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 | $572,000 | 347 |
| Number of Managed Accounts | $534,000 | 269 |
| Number of Non-Managed Accounts | $38,000 | 600 |
| Total fiduciary and related assets | $374,761,000 | 275 |
| Managed Assets ($) | $313,433,000 | 235 |
| Non-managed Assets ($) | $61,328,000 | 274 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,171,000 | 252 |
| 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 | $563,000 | 295 |
| Number of Managed Accounts | $525,000 | 247 |
| Number of Non-Managed Accounts | $38,000 | 301 |
| Total fiduciary and related assets | $404,442,000 | 268 |
| Managed Assets ($) | $328,196,000 | 237 |
| Non-managed Assets ($) | $76,246,000 | 229 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,683,000 | 255 |
| 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 | $560,000 | 302 |
| Number of Managed Accounts | $525,000 | 250 |
| Number of Non-Managed Accounts | $35,000 | 311 |
| Total fiduciary and related assets | $421,499,000 | 277 |
| Managed Assets ($) | $339,444,000 | 242 |
| Non-managed Assets ($) | $82,055,000 | 238 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,139,000 | 259 |
| 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 | $549,000 | 306 |
| Number of Managed Accounts | $513,000 | 255 |
| Number of Non-Managed Accounts | $36,000 | 308 |
| Total fiduciary and related assets | $428,143,000 | 283 |
| Managed Assets ($) | $348,062,000 | 246 |
| Non-managed Assets ($) | $80,081,000 | 242 |
| Memoranda | ||
| Gross Fiduciary activities income | $574,000 | 256 |
| 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 | $532,000 | 366 |
| Number of Managed Accounts | $499,000 | 279 |
| Number of Non-Managed Accounts | $33,000 | 660 |
| Total fiduciary and related assets | $435,088,000 | 287 |
| Managed Assets ($) | $346,271,000 | 249 |
| Non-managed Assets ($) | $88,817,000 | 264 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,282,000 | 256 |
| 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 | $539,000 | 293 |
| Number of Managed Accounts | $504,000 | 251 |
| Number of Non-Managed Accounts | $35,000 | 301 |
| Total fiduciary and related assets | $440,493,000 | 286 |
| Managed Assets ($) | $346,085,000 | 247 |
| Non-managed Assets ($) | $94,408,000 | 229 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,709,000 | 254 |
| 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 | $539,000 | 301 |
| Number of Managed Accounts | $504,000 | 255 |
| Number of Non-Managed Accounts | $35,000 | 308 |
| Total fiduciary and related assets | $432,156,000 | 297 |
| Managed Assets ($) | $339,951,000 | 253 |
| Non-managed Assets ($) | $92,205,000 | 236 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,114,000 | 264 |
| 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 | $533,000 | 302 |
| Number of Managed Accounts | $500,000 | 251 |
| Number of Non-Managed Accounts | $33,000 | 315 |
| Total fiduciary and related assets | $406,005,000 | 297 |
| Managed Assets ($) | $320,626,000 | 260 |
| Non-managed Assets ($) | $85,379,000 | 240 |
| Memoranda | ||
| Gross Fiduciary activities income | $576,000 | 261 |
| 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 | $540,000 | 355 |
| Number of Managed Accounts | $507,000 | 276 |
| Number of Non-Managed Accounts | $33,000 | 667 |
| Total fiduciary and related assets | $400,757,000 | 296 |
| Managed Assets ($) | $341,727,000 | 249 |
| Non-managed Assets ($) | $59,030,000 | 322 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,221,000 | 257 |
| 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 | $540,000 | 302 |
| Number of Managed Accounts | $507,000 | 254 |
| Number of Non-Managed Accounts | $33,000 | 308 |
| Total fiduciary and related assets | $382,687,000 | 301 |
| Managed Assets ($) | $358,070,000 | 243 |
| Non-managed Assets ($) | $24,617,000 | 314 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,639,000 | 263 |
| 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 | $541,000 | 307 |
| Number of Managed Accounts | $506,000 | 262 |
| Number of Non-Managed Accounts | $35,000 | 316 |
| Total fiduciary and related assets | $373,259,000 | 304 |
| Managed Assets ($) | $348,101,000 | 246 |
| Non-managed Assets ($) | $25,158,000 | 322 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,069,000 | 273 |
| 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 | $533,000 | 310 |
| Number of Managed Accounts | $498,000 | 264 |
| Number of Non-Managed Accounts | $35,000 | 314 |
| Total fiduciary and related assets | $373,434,000 | 305 |
| Managed Assets ($) | $354,194,000 | 244 |
| Non-managed Assets ($) | $19,240,000 | 336 |
| Memoranda | ||
| Gross Fiduciary activities income | $529,000 | 271 |
| 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 | $534,000 | 360 |
| Number of Managed Accounts | $498,000 | 288 |
| Number of Non-Managed Accounts | $36,000 | 658 |
| Total fiduciary and related assets | $358,694,000 | 307 |
| Managed Assets ($) | $340,956,000 | 246 |
| Non-managed Assets ($) | $17,738,000 | 537 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,999,000 | 271 |
| 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 | $518,000 | 305 |
| Number of Managed Accounts | $482,000 | 265 |
| Number of Non-Managed Accounts | $36,000 | 310 |
| Total fiduciary and related assets | $348,176,000 | 302 |
| Managed Assets ($) | $330,909,000 | 247 |
| Non-managed Assets ($) | $17,267,000 | 333 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,465,000 | 271 |
| 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 | $517,000 | 311 |
| Number of Managed Accounts | $480,000 | 269 |
| Number of Non-Managed Accounts | $37,000 | 319 |
| Total fiduciary and related assets | $340,961,000 | 307 |
| Managed Assets ($) | $322,580,000 | 247 |
| Non-managed Assets ($) | $18,381,000 | 341 |
| Memoranda | ||
| Gross Fiduciary activities income | $985,000 | 270 |
| 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 | $520,000 | 312 |
| Number of Managed Accounts | $479,000 | 270 |
| Number of Non-Managed Accounts | $41,000 | 315 |
| Total fiduciary and related assets | $333,277,000 | 308 |
| Managed Assets ($) | $309,312,000 | 250 |
| Non-managed Assets ($) | $23,965,000 | 324 |
| Memoranda | ||
| Gross Fiduciary activities income | $476,000 | 273 |
| 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 | $516,000 | 377 |
| Number of Managed Accounts | $474,000 | 296 |
| Number of Non-Managed Accounts | $42,000 | 642 |
| Total fiduciary and related assets | $328,625,000 | 312 |
| Managed Assets ($) | $306,942,000 | 251 |
| Non-managed Assets ($) | $21,683,000 | 489 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,928,000 | 265 |
| 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 | $532,000 | 308 |
| Number of Managed Accounts | $480,000 | 261 |
| Number of Non-Managed Accounts | $52,000 | 303 |
| Total fiduciary and related assets | $303,586,000 | 316 |
| Managed Assets ($) | $280,743,000 | 259 |
| Non-managed Assets ($) | $22,843,000 | 323 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,441,000 | 266 |
| 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 | $530,000 | 314 |
| Number of Managed Accounts | $478,000 | 264 |
| Number of Non-Managed Accounts | $52,000 | 312 |
| Total fiduciary and related assets | $300,915,000 | 322 |
| Managed Assets ($) | $278,397,000 | 261 |
| Non-managed Assets ($) | $22,518,000 | 332 |
| Memoranda | ||
| Gross Fiduciary activities income | $992,000 | 270 |
| 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 | $527,000 | 316 |
| Number of Managed Accounts | $474,000 | 271 |
| Number of Non-Managed Accounts | $53,000 | 314 |
| Total fiduciary and related assets | $305,053,000 | 322 |
| Managed Assets ($) | $282,356,000 | 259 |
| Non-managed Assets ($) | $22,697,000 | 333 |
| Memoranda | ||
| Gross Fiduciary activities income | $482,000 | 270 |
| 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 | $522,000 | 386 |
| Number of Managed Accounts | $463,000 | 310 |
| Number of Non-Managed Accounts | $59,000 | 573 |
| Total fiduciary and related assets | $303,064,000 | 335 |
| Managed Assets ($) | $279,317,000 | 264 |
| Non-managed Assets ($) | $23,747,000 | 478 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,635,000 | 297 |
| 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 | $515,000 | 327 |
| Number of Managed Accounts | $456,000 | 286 |
| Number of Non-Managed Accounts | $59,000 | 312 |
| Total fiduciary and related assets | $283,371,000 | 340 |
| Managed Assets ($) | $261,354,000 | 267 |
| Non-managed Assets ($) | $22,017,000 | 344 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,177,000 | 309 |
| 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 | $500,000 | 336 |
| Number of Managed Accounts | $440,000 | 291 |
| Number of Non-Managed Accounts | $60,000 | 318 |
| Total fiduciary and related assets | $275,434,000 | 352 |
| Managed Assets ($) | $253,519,000 | 278 |
| Non-managed Assets ($) | $21,915,000 | 348 |
| Memoranda | ||
| Gross Fiduciary activities income | $777,000 | 318 |
| 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 | $431,000 | 361 |
| Number of Managed Accounts | $370,000 | 313 |
| Number of Non-Managed Accounts | $61,000 | 322 |
| Total fiduciary and related assets | $242,793,000 | 362 |
| Managed Assets ($) | $222,974,000 | 295 |
| Non-managed Assets ($) | $19,819,000 | 355 |
| Memoranda | ||
| Gross Fiduciary activities income | $367,000 | 329 |
| 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 | $411,000 | 472 |
| Number of Managed Accounts | $336,000 | 398 |
| Number of Non-Managed Accounts | $75,000 | 511 |
| Total fiduciary and related assets | $251,538,000 | 368 |
| Managed Assets ($) | $221,351,000 | 302 |
| Non-managed Assets ($) | $30,187,000 | 439 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,487,000 | 330 |
| 2001-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 2 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $355,000 | 491 |
| Number of Managed Accounts | $285,000 | 416 |
| Number of Non-Managed Accounts | $70,000 | 500 |
| Total fiduciary and related assets | $250,010,000 | 358 |
| Managed Assets ($) | $215,411,000 | 314 |
| Non-managed Assets ($) | $34,599,000 | 399 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,430,000 | 348 |
| 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 | $1,313,000 | 367 |
| 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 | $1,135,000 | 437 |
| 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 | $1,016,000 | 459 |
| 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 | $945,000 | 486 |
| 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 | $848,000 | 556 |
| 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 | $646,000 | 664 |
| 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 | $537,000 | 714 |
| 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 | $622,000 | 683 |
| 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 | $493,000 | 769 |