Home > Macatawa Bank > Fiduciary and Related Services
Macatawa 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 | $642,000 | 316 |
| Number of Managed Accounts | $509,000 | 317 |
| Number of Non-Managed Accounts | $133,000 | 221 |
| Total fiduciary and related assets | $966,034,000 | 258 |
| Managed Assets ($) | $422,526,000 | 321 |
| Non-managed Assets ($) | $543,508,000 | 147 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,332,000 | 283 |
| 2023-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 5 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 375 |
| Number of Managed Accounts | $0 | 366 |
| Number of Non-Managed Accounts | $0 | 365 |
| Total fiduciary and related assets | $0 | 376 |
| Managed Assets ($) | $0 | 366 |
| Non-managed Assets ($) | $0 | 363 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,277,000 | 281 |
| 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 | $630,000 | 304 |
| Number of Managed Accounts | $505,000 | 298 |
| Number of Non-Managed Accounts | $125,000 | 193 |
| Total fiduciary and related assets | $972,320,000 | 243 |
| Managed Assets ($) | $425,830,000 | 312 |
| Non-managed Assets ($) | $546,490,000 | 142 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,168,000 | 277 |
| 2023-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 384 |
| Number of Managed Accounts | $0 | 375 |
| Number of Non-Managed Accounts | $0 | 373 |
| Total fiduciary and related assets | $0 | 384 |
| Managed Assets ($) | $0 | 375 |
| Non-managed Assets ($) | $0 | 373 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,033,000 | 294 |
| 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 | $614,000 | 336 |
| Number of Managed Accounts | $487,000 | 329 |
| Number of Non-Managed Accounts | $127,000 | 234 |
| Total fiduciary and related assets | $891,479,000 | 259 |
| Managed Assets ($) | $412,343,000 | 323 |
| Non-managed Assets ($) | $479,136,000 | 151 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,143,000 | 295 |
| 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 | $0 | 399 |
| Number of Managed Accounts | $0 | 389 |
| Number of Non-Managed Accounts | $0 | 385 |
| Total fiduciary and related assets | $0 | 399 |
| Managed Assets ($) | $0 | 389 |
| Non-managed Assets ($) | $0 | 385 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,153,000 | 289 |
| 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 | $656,000 | 278 |
| Number of Managed Accounts | $539,000 | 271 |
| Number of Non-Managed Accounts | $117,000 | 181 |
| Total fiduciary and related assets | $875,732,000 | 222 |
| Managed Assets ($) | $390,970,000 | 287 |
| Non-managed Assets ($) | $484,762,000 | 123 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,184,000 | 252 |
| 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 | $0 | 359 |
| Number of Managed Accounts | $0 | 350 |
| Number of Non-Managed Accounts | $0 | 347 |
| Total fiduciary and related assets | $0 | 358 |
| Managed Assets ($) | $0 | 350 |
| Non-managed Assets ($) | $0 | 346 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,088,000 | 256 |
| 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 | $625,000 | 295 |
| Number of Managed Accounts | $507,000 | 287 |
| Number of Non-Managed Accounts | $118,000 | 217 |
| Total fiduciary and related assets | $833,965,000 | 243 |
| Managed Assets ($) | $445,860,000 | 290 |
| Non-managed Assets ($) | $388,105,000 | 145 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,331,000 | 251 |
| 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 | $0 | 343 |
| Number of Managed Accounts | $0 | 335 |
| Number of Non-Managed Accounts | $0 | 330 |
| Total fiduciary and related assets | $0 | 343 |
| Managed Assets ($) | $0 | 335 |
| Non-managed Assets ($) | $0 | 330 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,217,000 | 251 |
| 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 | $628,000 | 280 |
| Number of Managed Accounts | $515,000 | 276 |
| Number of Non-Managed Accounts | $113,000 | 177 |
| Total fiduciary and related assets | $945,899,000 | 226 |
| Managed Assets ($) | $373,182,000 | 302 |
| Non-managed Assets ($) | $572,717,000 | 126 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,138,000 | 249 |
| 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 | $0 | 345 |
| Number of Managed Accounts | $0 | 337 |
| Number of Non-Managed Accounts | $0 | 333 |
| Total fiduciary and related assets | $0 | 345 |
| Managed Assets ($) | $0 | 337 |
| Non-managed Assets ($) | $0 | 332 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,005,000 | 258 |
| 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 | $616,000 | 293 |
| Number of Managed Accounts | $501,000 | 284 |
| Number of Non-Managed Accounts | $115,000 | 231 |
| Total fiduciary and related assets | $682,673,000 | 257 |
| Managed Assets ($) | $346,482,000 | 308 |
| Non-managed Assets ($) | $336,191,000 | 150 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,758,000 | 254 |
| 2020-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 346 |
| Number of Managed Accounts | $0 | 338 |
| Number of Non-Managed Accounts | $0 | 335 |
| Total fiduciary and related assets | $0 | 346 |
| Managed Assets ($) | $0 | 338 |
| Non-managed Assets ($) | $0 | 335 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,801,000 | 251 |
| 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 | $595,000 | 283 |
| Number of Managed Accounts | $485,000 | 277 |
| Number of Non-Managed Accounts | $110,000 | 187 |
| Total fiduciary and related assets | $765,465,000 | 231 |
| Managed Assets ($) | $344,193,000 | 296 |
| Non-managed Assets ($) | $421,272,000 | 133 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,880,000 | 254 |
| 2020-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 351 |
| Number of Managed Accounts | $0 | 342 |
| Number of Non-Managed Accounts | $0 | 338 |
| Total fiduciary and related assets | $0 | 351 |
| Managed Assets ($) | $0 | 342 |
| Non-managed Assets ($) | $0 | 338 |
| Memoranda | ||
| Gross Fiduciary activities income | $935,000 | 254 |
| 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 | $602,000 | 300 |
| Number of Managed Accounts | $492,000 | 286 |
| Number of Non-Managed Accounts | $110,000 | 248 |
| Total fiduciary and related assets | $783,495,000 | 228 |
| Managed Assets ($) | $356,002,000 | 294 |
| Non-managed Assets ($) | $427,493,000 | 134 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,812,000 | 249 |
| 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 | $0 | 357 |
| Number of Managed Accounts | $0 | 349 |
| Number of Non-Managed Accounts | $0 | 341 |
| Total fiduciary and related assets | $0 | 357 |
| Managed Assets ($) | $0 | 349 |
| Non-managed Assets ($) | $0 | 341 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,813,000 | 251 |
| 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 | $602,000 | 278 |
| Number of Managed Accounts | $489,000 | 276 |
| Number of Non-Managed Accounts | $113,000 | 187 |
| Total fiduciary and related assets | $747,869,000 | 227 |
| Managed Assets ($) | $339,374,000 | 300 |
| Non-managed Assets ($) | $408,495,000 | 135 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,893,000 | 250 |
| 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 | $608,000 | 279 |
| Number of Managed Accounts | $496,000 | 275 |
| Number of Non-Managed Accounts | $112,000 | 193 |
| Total fiduciary and related assets | $702,991,000 | 233 |
| Managed Assets ($) | $310,092,000 | 309 |
| Non-managed Assets ($) | $392,899,000 | 135 |
| Memoranda | ||
| Gross Fiduciary activities income | $890,000 | 252 |
| 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 | $602,000 | 300 |
| Number of Managed Accounts | $483,000 | 293 |
| Number of Non-Managed Accounts | $119,000 | 243 |
| Total fiduciary and related assets | $564,222,000 | 260 |
| Managed Assets ($) | $295,297,000 | 308 |
| Non-managed Assets ($) | $268,925,000 | 154 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,643,000 | 255 |
| 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 | $585,000 | 281 |
| Number of Managed Accounts | $471,000 | 278 |
| Number of Non-Managed Accounts | $114,000 | 188 |
| Total fiduciary and related assets | $695,901,000 | 239 |
| Managed Assets ($) | $306,638,000 | 310 |
| Non-managed Assets ($) | $389,263,000 | 141 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,759,000 | 254 |
| 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 | $584,000 | 283 |
| Number of Managed Accounts | $470,000 | 283 |
| Number of Non-Managed Accounts | $114,000 | 193 |
| Total fiduciary and related assets | $683,312,000 | 237 |
| Managed Assets ($) | $302,820,000 | 312 |
| Non-managed Assets ($) | $380,492,000 | 143 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,870,000 | 250 |
| 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 | $594,000 | 284 |
| Number of Managed Accounts | $477,000 | 280 |
| Number of Non-Managed Accounts | $117,000 | 194 |
| Total fiduciary and related assets | $678,875,000 | 239 |
| Managed Assets ($) | $291,990,000 | 313 |
| Non-managed Assets ($) | $386,885,000 | 142 |
| Memoranda | ||
| Gross Fiduciary activities income | $925,000 | 254 |
| 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 | $590,000 | 310 |
| Number of Managed Accounts | $477,000 | 297 |
| Number of Non-Managed Accounts | $113,000 | 254 |
| Total fiduciary and related assets | $649,289,000 | 247 |
| Managed Assets ($) | $282,964,000 | 326 |
| Non-managed Assets ($) | $366,325,000 | 143 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,277,000 | 262 |
| 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 | $595,000 | 281 |
| Number of Managed Accounts | $467,000 | 279 |
| Number of Non-Managed Accounts | $128,000 | 180 |
| Total fiduciary and related assets | $641,267,000 | 245 |
| Managed Assets ($) | $279,049,000 | 324 |
| Non-managed Assets ($) | $362,218,000 | 144 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,412,000 | 265 |
| 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 | $599,000 | 284 |
| Number of Managed Accounts | $469,000 | 279 |
| Number of Non-Managed Accounts | $130,000 | 179 |
| Total fiduciary and related assets | $616,316,000 | 245 |
| Managed Assets ($) | $262,636,000 | 328 |
| Non-managed Assets ($) | $353,680,000 | 144 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,611,000 | 264 |
| 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 | $580,000 | 286 |
| Number of Managed Accounts | $453,000 | 282 |
| Number of Non-Managed Accounts | $127,000 | 175 |
| Total fiduciary and related assets | $601,545,000 | 246 |
| Managed Assets ($) | $253,378,000 | 340 |
| Non-managed Assets ($) | $348,167,000 | 140 |
| Memoranda | ||
| Gross Fiduciary activities income | $778,000 | 272 |
| 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 | $581,000 | 312 |
| Number of Managed Accounts | $453,000 | 297 |
| Number of Non-Managed Accounts | $128,000 | 239 |
| Total fiduciary and related assets | $501,168,000 | 265 |
| Managed Assets ($) | $246,506,000 | 335 |
| Non-managed Assets ($) | $254,662,000 | 155 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,096,000 | 261 |
| 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 | $573,000 | 293 |
| Number of Managed Accounts | $448,000 | 280 |
| Number of Non-Managed Accounts | $125,000 | 183 |
| Total fiduciary and related assets | $498,641,000 | 263 |
| Managed Assets ($) | $243,223,000 | 334 |
| Non-managed Assets ($) | $255,418,000 | 155 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,286,000 | 264 |
| 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 | $568,000 | 294 |
| Number of Managed Accounts | $443,000 | 282 |
| Number of Non-Managed Accounts | $125,000 | 190 |
| Total fiduciary and related assets | $481,333,000 | 273 |
| Managed Assets ($) | $235,256,000 | 340 |
| Non-managed Assets ($) | $246,077,000 | 159 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,496,000 | 268 |
| 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 | $559,000 | 296 |
| Number of Managed Accounts | $440,000 | 284 |
| Number of Non-Managed Accounts | $119,000 | 188 |
| Total fiduciary and related assets | $464,572,000 | 276 |
| Managed Assets ($) | $225,946,000 | 341 |
| Non-managed Assets ($) | $238,626,000 | 158 |
| Memoranda | ||
| Gross Fiduciary activities income | $708,000 | 276 |
| 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 | $570,000 | 315 |
| Number of Managed Accounts | $449,000 | 293 |
| Number of Non-Managed Accounts | $121,000 | 249 |
| Total fiduciary and related assets | $443,003,000 | 281 |
| Managed Assets ($) | $226,570,000 | 342 |
| Non-managed Assets ($) | $216,433,000 | 164 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,928,000 | 271 |
| 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 | $578,000 | 288 |
| Number of Managed Accounts | $454,000 | 276 |
| Number of Non-Managed Accounts | $124,000 | 183 |
| Total fiduciary and related assets | $417,231,000 | 291 |
| Managed Assets ($) | $215,703,000 | 340 |
| Non-managed Assets ($) | $201,528,000 | 171 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,169,000 | 275 |
| 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 | $569,000 | 292 |
| Number of Managed Accounts | $446,000 | 282 |
| Number of Non-Managed Accounts | $123,000 | 183 |
| Total fiduciary and related assets | $434,601,000 | 293 |
| Managed Assets ($) | $222,634,000 | 339 |
| Non-managed Assets ($) | $211,967,000 | 169 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,457,000 | 278 |
| 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 | $566,000 | 294 |
| Number of Managed Accounts | $444,000 | 283 |
| Number of Non-Managed Accounts | $122,000 | 185 |
| Total fiduciary and related assets | $442,798,000 | 290 |
| Managed Assets ($) | $228,670,000 | 339 |
| Non-managed Assets ($) | $214,128,000 | 170 |
| Memoranda | ||
| Gross Fiduciary activities income | $734,000 | 282 |
| 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 | $551,000 | 330 |
| Number of Managed Accounts | $428,000 | 307 |
| Number of Non-Managed Accounts | $123,000 | 257 |
| Total fiduciary and related assets | $427,684,000 | 294 |
| Managed Assets ($) | $218,976,000 | 352 |
| Non-managed Assets ($) | $208,708,000 | 172 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,701,000 | 285 |
| 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 | $547,000 | 302 |
| Number of Managed Accounts | $425,000 | 287 |
| Number of Non-Managed Accounts | $122,000 | 181 |
| Total fiduciary and related assets | $425,040,000 | 293 |
| Managed Assets ($) | $218,458,000 | 342 |
| Non-managed Assets ($) | $206,582,000 | 170 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,002,000 | 286 |
| 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 | $534,000 | 306 |
| Number of Managed Accounts | $418,000 | 292 |
| Number of Non-Managed Accounts | $116,000 | 184 |
| Total fiduciary and related assets | $436,939,000 | 289 |
| Managed Assets ($) | $222,680,000 | 342 |
| Non-managed Assets ($) | $214,259,000 | 169 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,332,000 | 287 |
| 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 | $518,000 | 310 |
| Number of Managed Accounts | $401,000 | 298 |
| Number of Non-Managed Accounts | $117,000 | 191 |
| Total fiduciary and related assets | $428,687,000 | 293 |
| Managed Assets ($) | $217,876,000 | 347 |
| Non-managed Assets ($) | $210,811,000 | 172 |
| Memoranda | ||
| Gross Fiduciary activities income | $631,000 | 297 |
| 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 | $515,000 | 350 |
| Number of Managed Accounts | $401,000 | 320 |
| Number of Non-Managed Accounts | $114,000 | 283 |
| Total fiduciary and related assets | $411,699,000 | 297 |
| Managed Assets ($) | $206,928,000 | 361 |
| Non-managed Assets ($) | $204,771,000 | 171 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,413,000 | 290 |
| 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 | $520,000 | 305 |
| Number of Managed Accounts | $396,000 | 289 |
| Number of Non-Managed Accounts | $124,000 | 192 |
| Total fiduciary and related assets | $423,432,000 | 283 |
| Managed Assets ($) | $200,616,000 | 336 |
| Non-managed Assets ($) | $222,816,000 | 162 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,797,000 | 289 |
| 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 | $518,000 | 304 |
| Number of Managed Accounts | $387,000 | 290 |
| Number of Non-Managed Accounts | $131,000 | 186 |
| Total fiduciary and related assets | $405,603,000 | 288 |
| Managed Assets ($) | $191,304,000 | 338 |
| Non-managed Assets ($) | $214,299,000 | 168 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,213,000 | 288 |
| 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 | $509,000 | 307 |
| Number of Managed Accounts | $379,000 | 294 |
| Number of Non-Managed Accounts | $130,000 | 188 |
| Total fiduciary and related assets | $404,899,000 | 287 |
| Managed Assets ($) | $187,497,000 | 337 |
| Non-managed Assets ($) | $217,402,000 | 164 |
| Memoranda | ||
| Gross Fiduciary activities income | $588,000 | 290 |
| 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 | $545,000 | 339 |
| Number of Managed Accounts | $416,000 | 308 |
| Number of Non-Managed Accounts | $129,000 | 275 |
| Total fiduciary and related assets | $360,445,000 | 298 |
| Managed Assets ($) | $185,586,000 | 355 |
| Non-managed Assets ($) | $174,859,000 | 185 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,389,000 | 277 |
| 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 | $564,000 | 287 |
| Number of Managed Accounts | $434,000 | 269 |
| Number of Non-Managed Accounts | $130,000 | 181 |
| Total fiduciary and related assets | $358,310,000 | 296 |
| Managed Assets ($) | $184,168,000 | 325 |
| Non-managed Assets ($) | $174,142,000 | 178 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,802,000 | 277 |
| 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 | $609,000 | 273 |
| Number of Managed Accounts | $461,000 | 262 |
| Number of Non-Managed Accounts | $148,000 | 173 |
| Total fiduciary and related assets | $422,961,000 | 270 |
| Managed Assets ($) | $248,958,000 | 292 |
| Non-managed Assets ($) | $174,003,000 | 178 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,207,000 | 277 |
| 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 | $542,000 | 287 |
| Number of Managed Accounts | $449,000 | 262 |
| Number of Non-Managed Accounts | $93,000 | 205 |
| Total fiduciary and related assets | $378,949,000 | 281 |
| Managed Assets ($) | $239,797,000 | 295 |
| Non-managed Assets ($) | $139,152,000 | 188 |
| Memoranda | ||
| Gross Fiduciary activities income | $609,000 | 279 |
| 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 | $569,000 | 328 |
| Number of Managed Accounts | $459,000 | 295 |
| Number of Non-Managed Accounts | $110,000 | 298 |
| Total fiduciary and related assets | $354,850,000 | 291 |
| Managed Assets ($) | $226,126,000 | 305 |
| Non-managed Assets ($) | $128,724,000 | 199 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,543,000 | 227 |
| 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 | $573,000 | 283 |
| Number of Managed Accounts | $461,000 | 258 |
| Number of Non-Managed Accounts | $112,000 | 199 |
| Total fiduciary and related assets | $342,295,000 | 283 |
| Managed Assets ($) | $217,591,000 | 296 |
| Non-managed Assets ($) | $124,704,000 | 193 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,915,000 | 227 |
| 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 | $575,000 | 285 |
| Number of Managed Accounts | $459,000 | 258 |
| Number of Non-Managed Accounts | $116,000 | 198 |
| Total fiduciary and related assets | $383,203,000 | 274 |
| Managed Assets ($) | $244,445,000 | 293 |
| Non-managed Assets ($) | $138,758,000 | 190 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,270,000 | 228 |
| 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 | $575,000 | 287 |
| Number of Managed Accounts | $464,000 | 260 |
| Number of Non-Managed Accounts | $111,000 | 202 |
| Total fiduciary and related assets | $377,006,000 | 283 |
| Managed Assets ($) | $240,286,000 | 297 |
| Non-managed Assets ($) | $136,720,000 | 192 |
| Memoranda | ||
| Gross Fiduciary activities income | $651,000 | 225 |
| 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 | $607,000 | 321 |
| Number of Managed Accounts | $498,000 | 281 |
| Number of Non-Managed Accounts | $109,000 | 316 |
| Total fiduciary and related assets | $379,442,000 | 278 |
| Managed Assets ($) | $243,413,000 | 299 |
| Non-managed Assets ($) | $136,029,000 | 200 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,079,000 | 198 |
| 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 | $647,000 | 269 |
| Number of Managed Accounts | $539,000 | 238 |
| Number of Non-Managed Accounts | $108,000 | 204 |
| Total fiduciary and related assets | $367,891,000 | 272 |
| Managed Assets ($) | $240,427,000 | 280 |
| Non-managed Assets ($) | $127,464,000 | 195 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,382,000 | 192 |
| 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 | $709,000 | 254 |
| Number of Managed Accounts | $599,000 | 224 |
| Number of Non-Managed Accounts | $110,000 | 204 |
| Total fiduciary and related assets | $366,708,000 | 259 |
| Managed Assets ($) | $251,396,000 | 270 |
| Non-managed Assets ($) | $115,312,000 | 203 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,686,000 | 186 |
| 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 | $787,000 | 244 |
| Number of Managed Accounts | $674,000 | 206 |
| Number of Non-Managed Accounts | $113,000 | 203 |
| Total fiduciary and related assets | $504,035,000 | 235 |
| Managed Assets ($) | $376,463,000 | 219 |
| Non-managed Assets ($) | $127,572,000 | 197 |
| Memoranda | ||
| Gross Fiduciary activities income | $890,000 | 177 |
| 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 | $895,000 | 242 |
| Number of Managed Accounts | $778,000 | 193 |
| Number of Non-Managed Accounts | $117,000 | 312 |
| Total fiduciary and related assets | $538,925,000 | 225 |
| Managed Assets ($) | $413,008,000 | 204 |
| Non-managed Assets ($) | $125,917,000 | 209 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,806,000 | 167 |
| 2009-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,054,000 | 202 |
| Number of Managed Accounts | $842,000 | 172 |
| Number of Non-Managed Accounts | $212,000 | 155 |
| Total fiduciary and related assets | $575,155,000 | 213 |
| Managed Assets ($) | $418,012,000 | 202 |
| Non-managed Assets ($) | $157,143,000 | 175 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,866,000 | 163 |
| 2009-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,091,000 | 192 |
| Number of Managed Accounts | $876,000 | 170 |
| Number of Non-Managed Accounts | $215,000 | 159 |
| Total fiduciary and related assets | $558,968,000 | 212 |
| Managed Assets ($) | $413,907,000 | 197 |
| Non-managed Assets ($) | $145,061,000 | 180 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,918,000 | 166 |
| 2009-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,108,000 | 189 |
| Number of Managed Accounts | $899,000 | 167 |
| Number of Non-Managed Accounts | $209,000 | 159 |
| Total fiduciary and related assets | $533,342,000 | 212 |
| Managed Assets ($) | $404,163,000 | 189 |
| Non-managed Assets ($) | $129,179,000 | 182 |
| Memoranda | ||
| Gross Fiduciary activities income | $933,000 | 168 |
| 2008-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,115,000 | 207 |
| Number of Managed Accounts | $910,000 | 172 |
| Number of Non-Managed Accounts | $205,000 | 226 |
| Total fiduciary and related assets | $561,385,000 | 210 |
| Managed Assets ($) | $424,443,000 | 188 |
| Non-managed Assets ($) | $136,942,000 | 196 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,448,000 | 168 |
| 2008-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,142,000 | 188 |
| Number of Managed Accounts | $933,000 | 167 |
| Number of Non-Managed Accounts | $209,000 | 166 |
| Total fiduciary and related assets | $662,514,000 | 201 |
| Managed Assets ($) | $502,412,000 | 179 |
| Non-managed Assets ($) | $160,102,000 | 180 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,447,000 | 168 |
| 2008-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,136,000 | 192 |
| Number of Managed Accounts | $928,000 | 170 |
| Number of Non-Managed Accounts | $208,000 | 170 |
| Total fiduciary and related assets | $701,339,000 | 205 |
| Managed Assets ($) | $526,976,000 | 185 |
| Non-managed Assets ($) | $174,363,000 | 183 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,334,000 | 168 |
| 2008-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,160,000 | 189 |
| Number of Managed Accounts | $931,000 | 168 |
| Number of Non-Managed Accounts | $229,000 | 164 |
| Total fiduciary and related assets | $741,525,000 | 206 |
| Managed Assets ($) | $550,649,000 | 182 |
| Non-managed Assets ($) | $190,876,000 | 179 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,170,000 | 166 |
| 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 | $933,000 | 246 |
| Number of Managed Accounts | $700,000 | 218 |
| Number of Non-Managed Accounts | $233,000 | 214 |
| Total fiduciary and related assets | $807,639,000 | 200 |
| Managed Assets ($) | $597,259,000 | 174 |
| Non-managed Assets ($) | $210,380,000 | 179 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,906,000 | 160 |
| 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 | $922,000 | 222 |
| Number of Managed Accounts | $691,000 | 208 |
| Number of Non-Managed Accounts | $231,000 | 151 |
| Total fiduciary and related assets | $767,963,000 | 207 |
| Managed Assets ($) | $546,167,000 | 186 |
| Non-managed Assets ($) | $221,796,000 | 171 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,668,000 | 155 |
| 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 | $924,000 | 222 |
| Number of Managed Accounts | $691,000 | 212 |
| Number of Non-Managed Accounts | $233,000 | 155 |
| Total fiduciary and related assets | $825,699,000 | 202 |
| Managed Assets ($) | $615,698,000 | 180 |
| Non-managed Assets ($) | $210,001,000 | 182 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,406,000 | 166 |
| 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 | $894,000 | 231 |
| Number of Managed Accounts | $658,000 | 216 |
| Number of Non-Managed Accounts | $236,000 | 153 |
| Total fiduciary and related assets | $725,103,000 | 216 |
| Managed Assets ($) | $525,824,000 | 196 |
| Non-managed Assets ($) | $199,279,000 | 185 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,197,000 | 165 |
| 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 | $816,000 | 266 |
| Number of Managed Accounts | $548,000 | 256 |
| Number of Non-Managed Accounts | $268,000 | 197 |
| Total fiduciary and related assets | $625,856,000 | 226 |
| Managed Assets ($) | $409,976,000 | 226 |
| Non-managed Assets ($) | $215,880,000 | 173 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,589,000 | 183 |
| 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 | $793,000 | 250 |
| Number of Managed Accounts | $532,000 | 247 |
| Number of Non-Managed Accounts | $261,000 | 155 |
| Total fiduciary and related assets | $606,535,000 | 230 |
| Managed Assets ($) | $403,187,000 | 227 |
| Non-managed Assets ($) | $203,348,000 | 183 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,493,000 | 200 |
| 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 | $776,000 | 256 |
| Number of Managed Accounts | $519,000 | 254 |
| Number of Non-Managed Accounts | $257,000 | 162 |
| Total fiduciary and related assets | $581,881,000 | 241 |
| Managed Assets ($) | $384,384,000 | 234 |
| Non-managed Assets ($) | $197,497,000 | 190 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,622,000 | 209 |
| 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 | $760,000 | 260 |
| Number of Managed Accounts | $478,000 | 271 |
| Number of Non-Managed Accounts | $282,000 | 156 |
| Total fiduciary and related assets | $579,760,000 | 243 |
| Managed Assets ($) | $358,296,000 | 239 |
| Non-managed Assets ($) | $221,464,000 | 187 |
| Memoranda | ||
| Gross Fiduciary activities income | $826,000 | 207 |
| 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 | $730,000 | 292 |
| Number of Managed Accounts | $463,000 | 307 |
| Number of Non-Managed Accounts | $267,000 | 208 |
| Total fiduciary and related assets | $535,260,000 | 248 |
| Managed Assets ($) | $341,927,000 | 245 |
| Non-managed Assets ($) | $193,333,000 | 201 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,922,000 | 210 |
| 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 | $700,000 | 264 |
| Number of Managed Accounts | $454,000 | 271 |
| Number of Non-Managed Accounts | $246,000 | 163 |
| Total fiduciary and related assets | $640,282,000 | 229 |
| Managed Assets ($) | $450,692,000 | 210 |
| Non-managed Assets ($) | $189,590,000 | 196 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,177,000 | 209 |
| 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 | $702,000 | 267 |
| Number of Managed Accounts | $498,000 | 261 |
| Number of Non-Managed Accounts | $204,000 | 181 |
| Total fiduciary and related assets | $687,673,000 | 222 |
| Managed Assets ($) | $548,832,000 | 188 |
| Non-managed Assets ($) | $138,841,000 | 217 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,431,000 | 210 |
| 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 | $686,000 | 269 |
| Number of Managed Accounts | $484,000 | 266 |
| Number of Non-Managed Accounts | $202,000 | 186 |
| Total fiduciary and related assets | $658,754,000 | 228 |
| Managed Assets ($) | $527,616,000 | 197 |
| Non-managed Assets ($) | $131,138,000 | 222 |
| Memoranda | ||
| Gross Fiduciary activities income | $715,000 | 214 |
| 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 | $697,000 | 297 |
| Number of Managed Accounts | $489,000 | 285 |
| Number of Non-Managed Accounts | $208,000 | 250 |
| Total fiduciary and related assets | $676,338,000 | 227 |
| Managed Assets ($) | $546,670,000 | 191 |
| Non-managed Assets ($) | $129,668,000 | 232 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,946,000 | 207 |
| 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 | $693,000 | 259 |
| Number of Managed Accounts | $486,000 | 258 |
| Number of Non-Managed Accounts | $207,000 | 186 |
| Total fiduciary and related assets | $620,824,000 | 226 |
| Managed Assets ($) | $497,880,000 | 192 |
| Non-managed Assets ($) | $122,944,000 | 222 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,255,000 | 204 |
| 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 | $691,000 | 263 |
| Number of Managed Accounts | $483,000 | 261 |
| Number of Non-Managed Accounts | $208,000 | 192 |
| Total fiduciary and related assets | $629,478,000 | 228 |
| Managed Assets ($) | $496,248,000 | 192 |
| Non-managed Assets ($) | $133,230,000 | 220 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,570,000 | 205 |
| 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 | $693,000 | 265 |
| Number of Managed Accounts | $486,000 | 265 |
| Number of Non-Managed Accounts | $207,000 | 188 |
| Total fiduciary and related assets | $625,082,000 | 232 |
| Managed Assets ($) | $491,957,000 | 198 |
| Non-managed Assets ($) | $133,125,000 | 224 |
| Memoranda | ||
| Gross Fiduciary activities income | $738,000 | 207 |
| 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 | $686,000 | 311 |
| Number of Managed Accounts | $470,000 | 306 |
| Number of Non-Managed Accounts | $216,000 | 262 |
| Total fiduciary and related assets | $618,385,000 | 236 |
| Managed Assets ($) | $485,812,000 | 200 |
| Non-managed Assets ($) | $132,573,000 | 234 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,480,000 | 230 |
| 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 | $681,000 | 281 |
| Number of Managed Accounts | $466,000 | 281 |
| Number of Non-Managed Accounts | $215,000 | 201 |
| Total fiduciary and related assets | $562,702,000 | 248 |
| Managed Assets ($) | $442,228,000 | 209 |
| Non-managed Assets ($) | $120,474,000 | 240 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,806,000 | 240 |
| 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 | $668,000 | 288 |
| Number of Managed Accounts | $439,000 | 292 |
| Number of Non-Managed Accounts | $229,000 | 201 |
| Total fiduciary and related assets | $559,993,000 | 251 |
| Managed Assets ($) | $440,891,000 | 209 |
| Non-managed Assets ($) | $119,102,000 | 242 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,186,000 | 249 |
| 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 | $675,000 | 289 |
| Number of Managed Accounts | $446,000 | 292 |
| Number of Non-Managed Accounts | $229,000 | 203 |
| Total fiduciary and related assets | $508,830,000 | 258 |
| Managed Assets ($) | $399,163,000 | 222 |
| Non-managed Assets ($) | $109,667,000 | 245 |
| Memoranda | ||
| Gross Fiduciary activities income | $583,000 | 258 |
| 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 | $213,000 | 683 |
| Number of Managed Accounts | $111,000 | 748 |
| Number of Non-Managed Accounts | $102,000 | 426 |
| Total fiduciary and related assets | $181,235,000 | 436 |
| Managed Assets ($) | $135,071,000 | 411 |
| Non-managed Assets ($) | $46,164,000 | 362 |
| Memoranda | ||
| Gross Fiduciary activities income | $615,000 | 505 |
| 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 | $178,000 | 720 |
| Number of Managed Accounts | $88,000 | 787 |
| Number of Non-Managed Accounts | $90,000 | 434 |
| Total fiduciary and related assets | $112,381,000 | 514 |
| Managed Assets ($) | $60,513,000 | 577 |
| Non-managed Assets ($) | $51,868,000 | 335 |
| Memoranda | ||
| Gross Fiduciary activities income | $659,000 | 511 |
| 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 | $531,000 | 584 |
| 1999-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1998-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1997-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |