Home > MidFirst Bank > Fiduciary and Related Services
MidFirst 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 | $1,399,000 | 186 |
| Number of Managed Accounts | $1,362,000 | 153 |
| Number of Non-Managed Accounts | $37,000 | 434 |
| Total fiduciary and related assets | $2,416,949,000 | 163 |
| Managed Assets ($) | $2,170,905,000 | 129 |
| Non-managed Assets ($) | $246,044,000 | 198 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,648,000 | 144 |
| 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 | $1,434,000 | 173 |
| Number of Managed Accounts | $1,394,000 | 143 |
| Number of Non-Managed Accounts | $40,000 | 263 |
| Total fiduciary and related assets | $2,248,087,000 | 166 |
| Managed Assets ($) | $2,030,597,000 | 135 |
| Non-managed Assets ($) | $217,490,000 | 191 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,939,000 | 143 |
| 2023-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 3 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,429,000 | 177 |
| Number of Managed Accounts | $1,393,000 | 144 |
| Number of Non-Managed Accounts | $36,000 | 314 |
| Total fiduciary and related assets | $2,296,371,000 | 160 |
| Managed Assets ($) | $2,127,782,000 | 128 |
| Non-managed Assets ($) | $168,589,000 | 220 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,073,000 | 141 |
| 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 | $1,419,000 | 182 |
| Number of Managed Accounts | $1,383,000 | 147 |
| Number of Non-Managed Accounts | $36,000 | 278 |
| Total fiduciary and related assets | $2,167,387,000 | 172 |
| Managed Assets ($) | $1,999,680,000 | 136 |
| Non-managed Assets ($) | $167,707,000 | 212 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,521,000 | 146 |
| 2022-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,405,000 | 187 |
| Number of Managed Accounts | $1,364,000 | 153 |
| Number of Non-Managed Accounts | $41,000 | 433 |
| Total fiduciary and related assets | $2,019,976,000 | 178 |
| Managed Assets ($) | $1,849,472,000 | 143 |
| Non-managed Assets ($) | $170,504,000 | 232 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,973,000 | 146 |
| 2022-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,355,000 | 192 |
| Number of Managed Accounts | $1,314,000 | 160 |
| Number of Non-Managed Accounts | $41,000 | 279 |
| Total fiduciary and related assets | $1,866,078,000 | 178 |
| Managed Assets ($) | $1,703,189,000 | 146 |
| Non-managed Assets ($) | $162,889,000 | 216 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,492,000 | 147 |
| 2022-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,342,000 | 173 |
| Number of Managed Accounts | $1,301,000 | 148 |
| Number of Non-Managed Accounts | $41,000 | 288 |
| Total fiduciary and related assets | $1,806,485,000 | 152 |
| Managed Assets ($) | $1,635,410,000 | 127 |
| Non-managed Assets ($) | $171,075,000 | 200 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,003,000 | 121 |
| 2022-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,341,000 | 173 |
| Number of Managed Accounts | $1,297,000 | 147 |
| Number of Non-Managed Accounts | $44,000 | 246 |
| Total fiduciary and related assets | $1,940,479,000 | 155 |
| Managed Assets ($) | $1,755,926,000 | 133 |
| Non-managed Assets ($) | $184,553,000 | 185 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,371,000 | 125 |
| 2021-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,342,000 | 175 |
| Number of Managed Accounts | $1,295,000 | 147 |
| Number of Non-Managed Accounts | $47,000 | 392 |
| Total fiduciary and related assets | $1,982,117,000 | 160 |
| Managed Assets ($) | $1,788,915,000 | 135 |
| Non-managed Assets ($) | $193,202,000 | 199 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,931,000 | 126 |
| 2021-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,319,000 | 176 |
| Number of Managed Accounts | $1,273,000 | 149 |
| Number of Non-Managed Accounts | $46,000 | 242 |
| Total fiduciary and related assets | $1,889,302,000 | 160 |
| Managed Assets ($) | $1,712,660,000 | 139 |
| Non-managed Assets ($) | $176,642,000 | 187 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,500,000 | 132 |
| 2021-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,313,000 | 179 |
| Number of Managed Accounts | $1,257,000 | 155 |
| Number of Non-Managed Accounts | $56,000 | 255 |
| Total fiduciary and related assets | $1,895,578,000 | 161 |
| Managed Assets ($) | $1,689,860,000 | 139 |
| Non-managed Assets ($) | $205,718,000 | 195 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,023,000 | 133 |
| 2021-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,264,000 | 182 |
| Number of Managed Accounts | $1,212,000 | 158 |
| Number of Non-Managed Accounts | $52,000 | 236 |
| Total fiduciary and related assets | $1,761,654,000 | 166 |
| Managed Assets ($) | $1,590,806,000 | 138 |
| Non-managed Assets ($) | $170,848,000 | 189 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,868,000 | 138 |
| 2020-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,241,000 | 188 |
| Number of Managed Accounts | $1,198,000 | 159 |
| Number of Non-Managed Accounts | $43,000 | 414 |
| Total fiduciary and related assets | $1,687,738,000 | 168 |
| Managed Assets ($) | $1,552,145,000 | 140 |
| Non-managed Assets ($) | $135,593,000 | 220 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,125,000 | 140 |
| 2020-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,238,000 | 183 |
| Number of Managed Accounts | $1,193,000 | 157 |
| Number of Non-Managed Accounts | $45,000 | 247 |
| Total fiduciary and related assets | $1,518,264,000 | 167 |
| Managed Assets ($) | $1,385,963,000 | 140 |
| Non-managed Assets ($) | $132,301,000 | 199 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,476,000 | 137 |
| 2020-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,266,000 | 183 |
| Number of Managed Accounts | $1,221,000 | 159 |
| Number of Non-Managed Accounts | $45,000 | 271 |
| Total fiduciary and related assets | $1,487,336,000 | 167 |
| Managed Assets ($) | $1,349,137,000 | 144 |
| Non-managed Assets ($) | $138,199,000 | 211 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,833,000 | 142 |
| 2020-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,241,000 | 181 |
| Number of Managed Accounts | $1,195,000 | 156 |
| Number of Non-Managed Accounts | $46,000 | 249 |
| Total fiduciary and related assets | $1,350,452,000 | 169 |
| Managed Assets ($) | $1,219,987,000 | 144 |
| Non-managed Assets ($) | $130,465,000 | 198 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,442,000 | 144 |
| 2019-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,186,000 | 198 |
| Number of Managed Accounts | $1,140,000 | 167 |
| Number of Non-Managed Accounts | $46,000 | 421 |
| Total fiduciary and related assets | $1,515,868,000 | 170 |
| Managed Assets ($) | $1,324,305,000 | 144 |
| Non-managed Assets ($) | $191,563,000 | 187 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,544,000 | 135 |
| 2019-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,256,000 | 180 |
| Number of Managed Accounts | $1,210,000 | 155 |
| Number of Non-Managed Accounts | $46,000 | 253 |
| Total fiduciary and related assets | $1,463,131,000 | 169 |
| Managed Assets ($) | $1,314,531,000 | 146 |
| Non-managed Assets ($) | $148,600,000 | 196 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,091,000 | 133 |
| 2019-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,319,000 | 179 |
| Number of Managed Accounts | $1,270,000 | 151 |
| Number of Non-Managed Accounts | $49,000 | 265 |
| Total fiduciary and related assets | $1,649,369,000 | 154 |
| Managed Assets ($) | $1,494,105,000 | 129 |
| Non-managed Assets ($) | $155,264,000 | 199 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,293,000 | 137 |
| 2019-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,291,000 | 182 |
| Number of Managed Accounts | $1,238,000 | 154 |
| Number of Non-Managed Accounts | $53,000 | 262 |
| Total fiduciary and related assets | $1,569,000,000 | 159 |
| Managed Assets ($) | $1,394,145,000 | 134 |
| Non-managed Assets ($) | $174,855,000 | 188 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,648,000 | 134 |
| 2018-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,273,000 | 188 |
| Number of Managed Accounts | $1,219,000 | 156 |
| Number of Non-Managed Accounts | $54,000 | 385 |
| Total fiduciary and related assets | $1,484,990,000 | 156 |
| Managed Assets ($) | $1,312,782,000 | 132 |
| Non-managed Assets ($) | $172,208,000 | 188 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,786,000 | 136 |
| 2018-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,255,000 | 183 |
| Number of Managed Accounts | $1,199,000 | 155 |
| Number of Non-Managed Accounts | $56,000 | 253 |
| Total fiduciary and related assets | $1,587,190,000 | 154 |
| Managed Assets ($) | $1,403,116,000 | 132 |
| Non-managed Assets ($) | $184,074,000 | 184 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,145,000 | 133 |
| 2018-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,239,000 | 185 |
| Number of Managed Accounts | $1,186,000 | 159 |
| Number of Non-Managed Accounts | $53,000 | 262 |
| Total fiduciary and related assets | $1,494,546,000 | 161 |
| Managed Assets ($) | $1,319,492,000 | 136 |
| Non-managed Assets ($) | $175,054,000 | 191 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,381,000 | 135 |
| 2018-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,230,000 | 186 |
| Number of Managed Accounts | $1,177,000 | 159 |
| Number of Non-Managed Accounts | $53,000 | 263 |
| Total fiduciary and related assets | $1,442,196,000 | 164 |
| Managed Assets ($) | $1,272,197,000 | 137 |
| Non-managed Assets ($) | $169,999,000 | 194 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,653,000 | 138 |
| 2017-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,203,000 | 196 |
| Number of Managed Accounts | $1,152,000 | 160 |
| Number of Non-Managed Accounts | $51,000 | 414 |
| Total fiduciary and related assets | $1,424,628,000 | 163 |
| Managed Assets ($) | $1,275,975,000 | 137 |
| Non-managed Assets ($) | $148,653,000 | 212 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,328,000 | 130 |
| 2017-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,192,000 | 189 |
| Number of Managed Accounts | $1,050,000 | 169 |
| Number of Non-Managed Accounts | $142,000 | 170 |
| Total fiduciary and related assets | $1,393,747,000 | 163 |
| Managed Assets ($) | $1,161,252,000 | 141 |
| Non-managed Assets ($) | $232,495,000 | 178 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,856,000 | 127 |
| 2017-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,236,000 | 182 |
| Number of Managed Accounts | $1,079,000 | 162 |
| Number of Non-Managed Accounts | $157,000 | 168 |
| Total fiduciary and related assets | $1,381,584,000 | 160 |
| Managed Assets ($) | $1,150,377,000 | 138 |
| Non-managed Assets ($) | $231,207,000 | 173 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,238,000 | 126 |
| 2017-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,234,000 | 180 |
| Number of Managed Accounts | $1,074,000 | 164 |
| Number of Non-Managed Accounts | $160,000 | 160 |
| Total fiduciary and related assets | $1,380,084,000 | 157 |
| Managed Assets ($) | $1,171,858,000 | 131 |
| Non-managed Assets ($) | $208,226,000 | 179 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,467,000 | 130 |
| 2016-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,227,000 | 182 |
| Number of Managed Accounts | $1,067,000 | 164 |
| Number of Non-Managed Accounts | $160,000 | 210 |
| Total fiduciary and related assets | $1,329,497,000 | 157 |
| Managed Assets ($) | $1,124,110,000 | 131 |
| Non-managed Assets ($) | $205,387,000 | 169 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,975,000 | 129 |
| 2016-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,225,000 | 180 |
| Number of Managed Accounts | $1,065,000 | 162 |
| Number of Non-Managed Accounts | $160,000 | 163 |
| Total fiduciary and related assets | $1,315,346,000 | 158 |
| Managed Assets ($) | $1,104,647,000 | 132 |
| Non-managed Assets ($) | $210,699,000 | 166 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,614,000 | 130 |
| 2016-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,203,000 | 186 |
| Number of Managed Accounts | $1,045,000 | 167 |
| Number of Non-Managed Accounts | $158,000 | 166 |
| Total fiduciary and related assets | $1,237,643,000 | 164 |
| Managed Assets ($) | $1,031,815,000 | 139 |
| Non-managed Assets ($) | $205,828,000 | 171 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,367,000 | 134 |
| 2016-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,166,000 | 186 |
| Number of Managed Accounts | $1,014,000 | 167 |
| Number of Non-Managed Accounts | $152,000 | 172 |
| Total fiduciary and related assets | $1,199,764,000 | 167 |
| Managed Assets ($) | $996,467,000 | 142 |
| Non-managed Assets ($) | $203,297,000 | 167 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,063,000 | 137 |
| 2015-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,154,000 | 196 |
| Number of Managed Accounts | $997,000 | 167 |
| Number of Non-Managed Accounts | $157,000 | 221 |
| Total fiduciary and related assets | $1,172,271,000 | 168 |
| Managed Assets ($) | $956,313,000 | 146 |
| Non-managed Assets ($) | $215,958,000 | 165 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,278,000 | 143 |
| 2015-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,137,000 | 192 |
| Number of Managed Accounts | $983,000 | 167 |
| Number of Non-Managed Accounts | $154,000 | 170 |
| Total fiduciary and related assets | $1,144,383,000 | 168 |
| Managed Assets ($) | $933,023,000 | 146 |
| Non-managed Assets ($) | $211,360,000 | 167 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,180,000 | 146 |
| 2015-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,106,000 | 196 |
| Number of Managed Accounts | $947,000 | 175 |
| Number of Non-Managed Accounts | $159,000 | 167 |
| Total fiduciary and related assets | $1,183,875,000 | 169 |
| Managed Assets ($) | $958,105,000 | 151 |
| Non-managed Assets ($) | $225,770,000 | 165 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,183,000 | 147 |
| 2015-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,089,000 | 197 |
| Number of Managed Accounts | $936,000 | 174 |
| Number of Non-Managed Accounts | $153,000 | 174 |
| Total fiduciary and related assets | $1,187,270,000 | 170 |
| Managed Assets ($) | $972,206,000 | 147 |
| Non-managed Assets ($) | $215,064,000 | 168 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,027,000 | 147 |
| 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 | $423,000 | 386 |
| Number of Managed Accounts | $391,000 | 321 |
| Number of Non-Managed Accounts | $32,000 | 554 |
| Total fiduciary and related assets | $617,752,000 | 247 |
| Managed Assets ($) | $540,784,000 | 220 |
| Non-managed Assets ($) | $76,968,000 | 266 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,516,000 | 210 |
| 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 | $418,000 | 332 |
| Number of Managed Accounts | $391,000 | 297 |
| Number of Non-Managed Accounts | $27,000 | 312 |
| Total fiduciary and related assets | $610,231,000 | 249 |
| Managed Assets ($) | $535,087,000 | 218 |
| Non-managed Assets ($) | $75,144,000 | 252 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,374,000 | 210 |
| 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 | $413,000 | 337 |
| Number of Managed Accounts | $386,000 | 299 |
| Number of Non-Managed Accounts | $27,000 | 311 |
| Total fiduciary and related assets | $626,241,000 | 246 |
| Managed Assets ($) | $550,374,000 | 208 |
| Non-managed Assets ($) | $75,867,000 | 249 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,305,000 | 204 |
| 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 | $413,000 | 339 |
| Number of Managed Accounts | $384,000 | 302 |
| Number of Non-Managed Accounts | $29,000 | 304 |
| Total fiduciary and related assets | $618,899,000 | 238 |
| Managed Assets ($) | $544,053,000 | 205 |
| Non-managed Assets ($) | $74,846,000 | 248 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,106,000 | 208 |
| 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 | $422,000 | 399 |
| Number of Managed Accounts | $386,000 | 329 |
| Number of Non-Managed Accounts | $36,000 | 535 |
| Total fiduciary and related assets | $613,751,000 | 238 |
| Managed Assets ($) | $539,403,000 | 205 |
| Non-managed Assets ($) | $74,348,000 | 270 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,942,000 | 217 |
| 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 | $411,000 | 325 |
| Number of Managed Accounts | $382,000 | 291 |
| Number of Non-Managed Accounts | $29,000 | 297 |
| Total fiduciary and related assets | $660,853,000 | 215 |
| Managed Assets ($) | $590,137,000 | 178 |
| Non-managed Assets ($) | $70,716,000 | 247 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,880,000 | 217 |
| 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 | $393,000 | 332 |
| Number of Managed Accounts | $363,000 | 294 |
| Number of Non-Managed Accounts | $30,000 | 295 |
| Total fiduciary and related assets | $639,317,000 | 217 |
| Managed Assets ($) | $570,663,000 | 177 |
| Non-managed Assets ($) | $68,654,000 | 253 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,884,000 | 220 |
| 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 | $405,000 | 326 |
| Number of Managed Accounts | $380,000 | 292 |
| Number of Non-Managed Accounts | $25,000 | 308 |
| Total fiduciary and related assets | $650,394,000 | 209 |
| Managed Assets ($) | $589,198,000 | 178 |
| Non-managed Assets ($) | $61,196,000 | 266 |
| Memoranda | ||
| Gross Fiduciary activities income | $903,000 | 227 |
| 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 | $393,000 | 417 |
| Number of Managed Accounts | $368,000 | 341 |
| Number of Non-Managed Accounts | $25,000 | 653 |
| Total fiduciary and related assets | $606,554,000 | 225 |
| Managed Assets ($) | $547,695,000 | 182 |
| Non-managed Assets ($) | $58,859,000 | 307 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,169,000 | 231 |
| 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 | $392,000 | 323 |
| Number of Managed Accounts | $364,000 | 296 |
| Number of Non-Managed Accounts | $28,000 | 296 |
| Total fiduciary and related assets | $586,518,000 | 231 |
| Managed Assets ($) | $546,258,000 | 180 |
| Non-managed Assets ($) | $40,260,000 | 282 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,361,000 | 232 |
| 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 | $381,000 | 326 |
| Number of Managed Accounts | $354,000 | 294 |
| Number of Non-Managed Accounts | $27,000 | 297 |
| Total fiduciary and related assets | $579,457,000 | 224 |
| Managed Assets ($) | $540,035,000 | 174 |
| Non-managed Assets ($) | $39,422,000 | 281 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,555,000 | 233 |
| 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 | $353,000 | 330 |
| Number of Managed Accounts | $327,000 | 298 |
| Number of Non-Managed Accounts | $26,000 | 298 |
| Total fiduciary and related assets | $568,225,000 | 227 |
| Managed Assets ($) | $527,529,000 | 177 |
| Non-managed Assets ($) | $40,696,000 | 279 |
| Memoranda | ||
| Gross Fiduciary activities income | $775,000 | 238 |
| 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 | $348,000 | 441 |
| Number of Managed Accounts | $322,000 | 371 |
| Number of Non-Managed Accounts | $26,000 | 644 |
| Total fiduciary and related assets | $544,627,000 | 225 |
| Managed Assets ($) | $502,083,000 | 179 |
| Non-managed Assets ($) | $42,544,000 | 344 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2011-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $348,000 | 333 |
| Number of Managed Accounts | $322,000 | 302 |
| Number of Non-Managed Accounts | $26,000 | 312 |
| Total fiduciary and related assets | $466,469,000 | 238 |
| Managed Assets ($) | $431,928,000 | 194 |
| Non-managed Assets ($) | $34,541,000 | 282 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2011-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $326,000 | 342 |
| Number of Managed Accounts | $296,000 | 313 |
| Number of Non-Managed Accounts | $30,000 | 302 |
| Total fiduciary and related assets | $476,030,000 | 245 |
| Managed Assets ($) | $436,993,000 | 207 |
| Non-managed Assets ($) | $39,037,000 | 280 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2011-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $293,000 | 355 |
| Number of Managed Accounts | $267,000 | 321 |
| Number of Non-Managed Accounts | $26,000 | 312 |
| Total fiduciary and related assets | $471,523,000 | 246 |
| Managed Assets ($) | $429,949,000 | 208 |
| Non-managed Assets ($) | $41,574,000 | 273 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2010-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $288,000 | 508 |
| Number of Managed Accounts | $263,000 | 419 |
| Number of Non-Managed Accounts | $25,000 | 690 |
| Total fiduciary and related assets | $454,966,000 | 252 |
| Managed Assets ($) | $411,905,000 | 212 |
| Non-managed Assets ($) | $43,061,000 | 344 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2010-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $280,000 | 342 |
| Number of Managed Accounts | $258,000 | 308 |
| Number of Non-Managed Accounts | $22,000 | 314 |
| Total fiduciary and related assets | $439,865,000 | 251 |
| Managed Assets ($) | $398,521,000 | 210 |
| Non-managed Assets ($) | $41,344,000 | 271 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2010-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $277,000 | 343 |
| Number of Managed Accounts | $260,000 | 309 |
| Number of Non-Managed Accounts | $17,000 | 331 |
| Total fiduciary and related assets | $417,078,000 | 251 |
| Managed Assets ($) | $391,126,000 | 208 |
| Non-managed Assets ($) | $25,952,000 | 302 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2010-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $280,000 | 352 |
| Number of Managed Accounts | $262,000 | 313 |
| Number of Non-Managed Accounts | $18,000 | 332 |
| Total fiduciary and related assets | $420,170,000 | 258 |
| Managed Assets ($) | $391,815,000 | 211 |
| Non-managed Assets ($) | $28,355,000 | 294 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2009-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $266,000 | 540 |
| Number of Managed Accounts | $260,000 | 421 |
| Number of Non-Managed Accounts | $6,000 | 987 |
| Total fiduciary and related assets | $406,357,000 | 263 |
| Managed Assets ($) | $392,924,000 | 213 |
| Non-managed Assets ($) | $13,433,000 | 559 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2009-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $262,000 | 344 |
| Number of Managed Accounts | $256,000 | 302 |
| Number of Non-Managed Accounts | $6,000 | 359 |
| Total fiduciary and related assets | $394,834,000 | 266 |
| Managed Assets ($) | $381,912,000 | 218 |
| Non-managed Assets ($) | $12,922,000 | 314 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2009-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $263,000 | 349 |
| Number of Managed Accounts | $256,000 | 309 |
| Number of Non-Managed Accounts | $7,000 | 365 |
| Total fiduciary and related assets | $379,957,000 | 267 |
| Managed Assets ($) | $367,787,000 | 217 |
| Non-managed Assets ($) | $12,170,000 | 319 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2009-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $263,000 | 351 |
| Number of Managed Accounts | $256,000 | 309 |
| Number of Non-Managed Accounts | $7,000 | 363 |
| Total fiduciary and related assets | $366,332,000 | 269 |
| Managed Assets ($) | $349,746,000 | 216 |
| Non-managed Assets ($) | $16,586,000 | 303 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2008-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $261,000 | 568 |
| Number of Managed Accounts | $254,000 | 442 |
| Number of Non-Managed Accounts | $7,000 | 970 |
| Total fiduciary and related assets | $316,217,000 | 290 |
| Managed Assets ($) | $299,882,000 | 240 |
| Non-managed Assets ($) | $16,335,000 | 515 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2008-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $247,000 | 377 |
| Number of Managed Accounts | $239,000 | 332 |
| Number of Non-Managed Accounts | $8,000 | 382 |
| Total fiduciary and related assets | $377,351,000 | 279 |
| Managed Assets ($) | $358,836,000 | 229 |
| Non-managed Assets ($) | $18,515,000 | 328 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2008-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $230,000 | 390 |
| Number of Managed Accounts | $221,000 | 346 |
| Number of Non-Managed Accounts | $9,000 | 384 |
| Total fiduciary and related assets | $401,337,000 | 285 |
| Managed Assets ($) | $379,741,000 | 230 |
| Non-managed Assets ($) | $21,596,000 | 324 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2008-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $217,000 | 394 |
| Number of Managed Accounts | $208,000 | 352 |
| Number of Non-Managed Accounts | $9,000 | 387 |
| Total fiduciary and related assets | $398,829,000 | 293 |
| Managed Assets ($) | $374,957,000 | 238 |
| Non-managed Assets ($) | $23,872,000 | 324 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2007-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $203,000 | 667 |
| Number of Managed Accounts | $193,000 | 537 |
| Number of Non-Managed Accounts | $10,000 | 928 |
| Total fiduciary and related assets | $397,968,000 | 295 |
| Managed Assets ($) | $373,245,000 | 240 |
| Non-managed Assets ($) | $24,723,000 | 467 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2007-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $204,000 | 376 |
| Number of Managed Accounts | $192,000 | 343 |
| Number of Non-Managed Accounts | $12,000 | 366 |
| Total fiduciary and related assets | $398,273,000 | 295 |
| Managed Assets ($) | $373,707,000 | 237 |
| Non-managed Assets ($) | $24,566,000 | 312 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2007-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $199,000 | 384 |
| Number of Managed Accounts | $186,000 | 350 |
| Number of Non-Managed Accounts | $13,000 | 366 |
| Total fiduciary and related assets | $396,956,000 | 303 |
| Managed Assets ($) | $373,680,000 | 243 |
| Non-managed Assets ($) | $23,276,000 | 321 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2007-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $193,000 | 389 |
| Number of Managed Accounts | $183,000 | 354 |
| Number of Non-Managed Accounts | $10,000 | 377 |
| Total fiduciary and related assets | $369,158,000 | 304 |
| Managed Assets ($) | $349,077,000 | 243 |
| Non-managed Assets ($) | $20,081,000 | 328 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2006-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $188,000 | 689 |
| Number of Managed Accounts | $177,000 | 562 |
| Number of Non-Managed Accounts | $11,000 | 924 |
| Total fiduciary and related assets | $373,338,000 | 302 |
| Managed Assets ($) | $353,797,000 | 241 |
| Non-managed Assets ($) | $19,541,000 | 524 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2006-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $185,000 | 376 |
| Number of Managed Accounts | $174,000 | 345 |
| Number of Non-Managed Accounts | $11,000 | 362 |
| Total fiduciary and related assets | $383,076,000 | 300 |
| Managed Assets ($) | $363,631,000 | 239 |
| Non-managed Assets ($) | $19,445,000 | 327 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2006-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $185,000 | 381 |
| Number of Managed Accounts | $174,000 | 348 |
| Number of Non-Managed Accounts | $11,000 | 368 |
| Total fiduciary and related assets | $366,873,000 | 307 |
| Managed Assets ($) | $347,525,000 | 248 |
| Non-managed Assets ($) | $19,348,000 | 333 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2006-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $174,000 | 389 |
| Number of Managed Accounts | $162,000 | 357 |
| Number of Non-Managed Accounts | $12,000 | 373 |
| Total fiduciary and related assets | $270,920,000 | 350 |
| Managed Assets ($) | $249,359,000 | 294 |
| Non-managed Assets ($) | $21,561,000 | 329 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2005-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $169,000 | 736 |
| Number of Managed Accounts | $157,000 | 613 |
| Number of Non-Managed Accounts | $12,000 | 949 |
| Total fiduciary and related assets | $240,908,000 | 372 |
| Managed Assets ($) | $219,567,000 | 319 |
| Non-managed Assets ($) | $21,341,000 | 492 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2005-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $162,000 | 380 |
| Number of Managed Accounts | $150,000 | 353 |
| Number of Non-Managed Accounts | $12,000 | 368 |
| Total fiduciary and related assets | $234,732,000 | 356 |
| Managed Assets ($) | $213,299,000 | 302 |
| Non-managed Assets ($) | $21,433,000 | 322 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2005-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $172,000 | 397 |
| Number of Managed Accounts | $153,000 | 369 |
| Number of Non-Managed Accounts | $19,000 | 362 |
| Total fiduciary and related assets | $236,737,000 | 359 |
| Managed Assets ($) | $215,621,000 | 303 |
| Non-managed Assets ($) | $21,116,000 | 332 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2005-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $172,000 | 398 |
| Number of Managed Accounts | $152,000 | 370 |
| Number of Non-Managed Accounts | $20,000 | 360 |
| Total fiduciary and related assets | $247,832,000 | 356 |
| Managed Assets ($) | $221,022,000 | 300 |
| Non-managed Assets ($) | $26,810,000 | 322 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2004-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $164,000 | 758 |
| Number of Managed Accounts | $147,000 | 635 |
| Number of Non-Managed Accounts | $17,000 | 872 |
| Total fiduciary and related assets | $234,084,000 | 380 |
| Managed Assets ($) | $221,716,000 | 310 |
| Non-managed Assets ($) | $12,368,000 | 589 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2004-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $160,000 | 390 |
| Number of Managed Accounts | $144,000 | 356 |
| Number of Non-Managed Accounts | $16,000 | 366 |
| Total fiduciary and related assets | $238,464,000 | 358 |
| Managed Assets ($) | $226,277,000 | 292 |
| Non-managed Assets ($) | $12,187,000 | 350 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2004-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $155,000 | 398 |
| Number of Managed Accounts | $137,000 | 361 |
| Number of Non-Managed Accounts | $18,000 | 371 |
| Total fiduciary and related assets | $234,316,000 | 365 |
| Managed Assets ($) | $222,247,000 | 298 |
| Non-managed Assets ($) | $12,069,000 | 360 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2004-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $158,000 | 403 |
| Number of Managed Accounts | $140,000 | 365 |
| Number of Non-Managed Accounts | $18,000 | 373 |
| Total fiduciary and related assets | $265,193,000 | 356 |
| Managed Assets ($) | $252,207,000 | 284 |
| Non-managed Assets ($) | $12,986,000 | 362 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2003-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $142,000 | 827 |
| Number of Managed Accounts | $123,000 | 698 |
| Number of Non-Managed Accounts | $19,000 | 862 |
| Total fiduciary and related assets | $171,527,000 | 435 |
| Managed Assets ($) | $153,958,000 | 382 |
| Non-managed Assets ($) | $17,569,000 | 549 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2003-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $171,000 | 405 |
| Number of Managed Accounts | $152,000 | 369 |
| Number of Non-Managed Accounts | $19,000 | 374 |
| Total fiduciary and related assets | $166,861,000 | 386 |
| Managed Assets ($) | $149,862,000 | 335 |
| Non-managed Assets ($) | $16,999,000 | 358 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2003-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $166,000 | 410 |
| Number of Managed Accounts | $163,000 | 371 |
| Number of Non-Managed Accounts | $3,000 | 424 |
| Total fiduciary and related assets | $159,616,000 | 389 |
| Managed Assets ($) | $146,409,000 | 341 |
| Non-managed Assets ($) | $13,207,000 | 374 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2003-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $150,000 | 425 |
| Number of Managed Accounts | $147,000 | 382 |
| Number of Non-Managed Accounts | $3,000 | 436 |
| Total fiduciary and related assets | $154,631,000 | 400 |
| Managed Assets ($) | $141,882,000 | 351 |
| Non-managed Assets ($) | $12,749,000 | 379 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2002-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $148,000 | 813 |
| Number of Managed Accounts | $143,000 | 655 |
| Number of Non-Managed Accounts | $5,000 | 1,155 |
| Total fiduciary and related assets | $154,946,000 | 458 |
| Managed Assets ($) | $142,158,000 | 396 |
| Non-managed Assets ($) | $12,788,000 | 603 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2001-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,869 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1,865 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2000-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1999-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1998-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1997-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1996-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1995-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1994-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1993-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1992-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |