Home > MidWestOne Bank > Fiduciary and Related Services
MidWestOne 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 | $2,383,000 | 119 |
| Number of Managed Accounts | $2,190,000 | 102 |
| Number of Non-Managed Accounts | $193,000 | 168 |
| Total fiduciary and related assets | $1,944,872,000 | 183 |
| Managed Assets ($) | $1,609,294,000 | 161 |
| Non-managed Assets ($) | $335,578,000 | 176 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,416,000 | 199 |
| 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 | $2,398,000 | 116 |
| Number of Managed Accounts | $2,199,000 | 100 |
| Number of Non-Managed Accounts | $199,000 | 136 |
| Total fiduciary and related assets | $1,815,618,000 | 181 |
| Managed Assets ($) | $1,490,349,000 | 166 |
| Non-managed Assets ($) | $325,269,000 | 169 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,160,000 | 201 |
| 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 | $2,424,000 | 114 |
| Number of Managed Accounts | $2,219,000 | 97 |
| Number of Non-Managed Accounts | $205,000 | 148 |
| Total fiduciary and related assets | $1,856,169,000 | 177 |
| Managed Assets ($) | $1,545,078,000 | 159 |
| Non-managed Assets ($) | $311,091,000 | 173 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,086,000 | 198 |
| 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 | $2,395,000 | 122 |
| Number of Managed Accounts | $2,184,000 | 105 |
| Number of Non-Managed Accounts | $211,000 | 140 |
| Total fiduciary and related assets | $1,789,861,000 | 187 |
| Managed Assets ($) | $1,469,236,000 | 167 |
| Non-managed Assets ($) | $320,625,000 | 174 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,025,000 | 205 |
| 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 | $2,388,000 | 123 |
| Number of Managed Accounts | $2,171,000 | 106 |
| Number of Non-Managed Accounts | $217,000 | 168 |
| Total fiduciary and related assets | $1,738,747,000 | 189 |
| Managed Assets ($) | $1,415,128,000 | 169 |
| Non-managed Assets ($) | $323,619,000 | 178 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,347,000 | 222 |
| 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 | $2,393,000 | 121 |
| Number of Managed Accounts | $2,169,000 | 107 |
| Number of Non-Managed Accounts | $224,000 | 137 |
| Total fiduciary and related assets | $1,624,587,000 | 191 |
| Managed Assets ($) | $1,305,550,000 | 170 |
| Non-managed Assets ($) | $319,037,000 | 172 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,546,000 | 221 |
| 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 | $2,423,000 | 105 |
| Number of Managed Accounts | $2,184,000 | 99 |
| Number of Non-Managed Accounts | $239,000 | 123 |
| Total fiduciary and related assets | $1,589,178,000 | 164 |
| Managed Assets ($) | $1,301,234,000 | 148 |
| Non-managed Assets ($) | $287,944,000 | 157 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,682,000 | 196 |
| 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 | $2,248,000 | 115 |
| Number of Managed Accounts | $2,137,000 | 100 |
| Number of Non-Managed Accounts | $111,000 | 173 |
| Total fiduciary and related assets | $1,672,030,000 | 170 |
| Managed Assets ($) | $1,427,475,000 | 151 |
| Non-managed Assets ($) | $244,555,000 | 166 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,947,000 | 190 |
| 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 | $2,286,000 | 115 |
| Number of Managed Accounts | $2,193,000 | 97 |
| Number of Non-Managed Accounts | $93,000 | 254 |
| Total fiduciary and related assets | $1,718,865,000 | 176 |
| Managed Assets ($) | $1,540,874,000 | 146 |
| Non-managed Assets ($) | $177,991,000 | 208 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,514,000 | 191 |
| 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 | $2,272,000 | 115 |
| Number of Managed Accounts | $2,170,000 | 100 |
| Number of Non-Managed Accounts | $102,000 | 180 |
| Total fiduciary and related assets | $1,681,809,000 | 174 |
| Managed Assets ($) | $1,459,936,000 | 149 |
| Non-managed Assets ($) | $221,873,000 | 176 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,496,000 | 194 |
| 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 | $2,268,000 | 115 |
| Number of Managed Accounts | $2,164,000 | 101 |
| Number of Non-Managed Accounts | $104,000 | 186 |
| Total fiduciary and related assets | $1,719,024,000 | 171 |
| Managed Assets ($) | $1,495,512,000 | 147 |
| Non-managed Assets ($) | $223,512,000 | 186 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,677,000 | 193 |
| 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 | $2,259,000 | 117 |
| Number of Managed Accounts | $2,155,000 | 102 |
| Number of Non-Managed Accounts | $104,000 | 181 |
| Total fiduciary and related assets | $1,672,966,000 | 170 |
| Managed Assets ($) | $1,450,562,000 | 145 |
| Non-managed Assets ($) | $222,404,000 | 177 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,834,000 | 190 |
| 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 | $2,297,000 | 115 |
| Number of Managed Accounts | $2,174,000 | 100 |
| Number of Non-Managed Accounts | $123,000 | 223 |
| Total fiduciary and related assets | $1,630,514,000 | 172 |
| Managed Assets ($) | $1,383,561,000 | 151 |
| Non-managed Assets ($) | $246,953,000 | 172 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,393,000 | 197 |
| 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 | $2,306,000 | 109 |
| Number of Managed Accounts | $2,181,000 | 99 |
| Number of Non-Managed Accounts | $125,000 | 169 |
| Total fiduciary and related assets | $1,483,796,000 | 169 |
| Managed Assets ($) | $1,116,938,000 | 160 |
| Non-managed Assets ($) | $366,858,000 | 136 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,783,000 | 190 |
| 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 | $2,366,000 | 110 |
| Number of Managed Accounts | $2,235,000 | 99 |
| Number of Non-Managed Accounts | $131,000 | 175 |
| Total fiduciary and related assets | $1,494,756,000 | 165 |
| Managed Assets ($) | $1,103,961,000 | 160 |
| Non-managed Assets ($) | $390,795,000 | 136 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,250,000 | 183 |
| 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 | $2,438,000 | 108 |
| Number of Managed Accounts | $2,296,000 | 96 |
| Number of Non-Managed Accounts | $142,000 | 164 |
| Total fiduciary and related assets | $1,376,915,000 | 161 |
| Managed Assets ($) | $1,018,846,000 | 158 |
| Non-managed Assets ($) | $358,069,000 | 133 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,693,000 | 181 |
| 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 | $2,607,000 | 106 |
| Number of Managed Accounts | $2,414,000 | 90 |
| Number of Non-Managed Accounts | $193,000 | 170 |
| Total fiduciary and related assets | $1,695,373,000 | 154 |
| Managed Assets ($) | $1,269,430,000 | 151 |
| Non-managed Assets ($) | $425,943,000 | 136 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,192,000 | 214 |
| 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 | $2,680,000 | 98 |
| Number of Managed Accounts | $2,458,000 | 86 |
| Number of Non-Managed Accounts | $222,000 | 129 |
| Total fiduciary and related assets | $1,655,307,000 | 154 |
| Managed Assets ($) | $1,222,481,000 | 152 |
| Non-managed Assets ($) | $432,826,000 | 133 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,529,000 | 219 |
| 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 | $2,804,000 | 93 |
| Number of Managed Accounts | $2,516,000 | 85 |
| Number of Non-Managed Accounts | $288,000 | 117 |
| Total fiduciary and related assets | $1,688,500,000 | 152 |
| Managed Assets ($) | $1,228,943,000 | 148 |
| Non-managed Assets ($) | $459,557,000 | 130 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,954,000 | 245 |
| 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 | $728,000 | 253 |
| Number of Managed Accounts | $663,000 | 237 |
| Number of Non-Managed Accounts | $65,000 | 235 |
| Total fiduciary and related assets | $391,768,000 | 316 |
| Managed Assets ($) | $357,558,000 | 288 |
| Non-managed Assets ($) | $34,210,000 | 298 |
| Memoranda | ||
| Gross Fiduciary activities income | $707,000 | 284 |
| 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 | $733,000 | 267 |
| Number of Managed Accounts | $662,000 | 242 |
| Number of Non-Managed Accounts | $71,000 | 323 |
| Total fiduciary and related assets | $365,052,000 | 319 |
| Managed Assets ($) | $330,054,000 | 292 |
| Non-managed Assets ($) | $34,998,000 | 368 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,572,000 | 307 |
| 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 | $728,000 | 254 |
| Number of Managed Accounts | $655,000 | 238 |
| Number of Non-Managed Accounts | $73,000 | 224 |
| Total fiduciary and related assets | $397,777,000 | 317 |
| Managed Assets ($) | $361,207,000 | 291 |
| Non-managed Assets ($) | $36,570,000 | 300 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,966,000 | 302 |
| 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 | $723,000 | 259 |
| Number of Managed Accounts | $653,000 | 243 |
| Number of Non-Managed Accounts | $70,000 | 231 |
| Total fiduciary and related assets | $418,583,000 | 308 |
| Managed Assets ($) | $383,104,000 | 275 |
| Non-managed Assets ($) | $35,479,000 | 302 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,344,000 | 300 |
| 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 | $725,000 | 263 |
| Number of Managed Accounts | $652,000 | 244 |
| Number of Non-Managed Accounts | $73,000 | 228 |
| Total fiduciary and related assets | $421,074,000 | 308 |
| Managed Assets ($) | $385,650,000 | 274 |
| Non-managed Assets ($) | $35,424,000 | 304 |
| Memoranda | ||
| Gross Fiduciary activities income | $659,000 | 304 |
| 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 | $718,000 | 282 |
| Number of Managed Accounts | $644,000 | 251 |
| Number of Non-Managed Accounts | $74,000 | 331 |
| Total fiduciary and related assets | $425,162,000 | 310 |
| Managed Assets ($) | $379,618,000 | 277 |
| Non-managed Assets ($) | $45,544,000 | 345 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,450,000 | 305 |
| 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 | $711,000 | 263 |
| Number of Managed Accounts | $635,000 | 244 |
| Number of Non-Managed Accounts | $76,000 | 222 |
| Total fiduciary and related assets | $415,426,000 | 310 |
| Managed Assets ($) | $367,582,000 | 281 |
| Non-managed Assets ($) | $47,844,000 | 282 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,834,000 | 307 |
| 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 | $706,000 | 268 |
| Number of Managed Accounts | $630,000 | 246 |
| Number of Non-Managed Accounts | $76,000 | 220 |
| Total fiduciary and related assets | $397,080,000 | 314 |
| Managed Assets ($) | $348,371,000 | 285 |
| Non-managed Assets ($) | $48,709,000 | 280 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,263,000 | 298 |
| 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 | $707,000 | 267 |
| Number of Managed Accounts | $630,000 | 246 |
| Number of Non-Managed Accounts | $77,000 | 218 |
| Total fiduciary and related assets | $395,574,000 | 314 |
| Managed Assets ($) | $341,212,000 | 288 |
| Non-managed Assets ($) | $54,362,000 | 268 |
| Memoranda | ||
| Gross Fiduciary activities income | $654,000 | 296 |
| 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 | $710,000 | 280 |
| Number of Managed Accounts | $631,000 | 255 |
| Number of Non-Managed Accounts | $79,000 | 320 |
| Total fiduciary and related assets | $384,820,000 | 312 |
| Managed Assets ($) | $333,133,000 | 289 |
| Non-managed Assets ($) | $51,687,000 | 321 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,266,000 | 309 |
| 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 | $708,000 | 263 |
| Number of Managed Accounts | $627,000 | 249 |
| Number of Non-Managed Accounts | $81,000 | 216 |
| Total fiduciary and related assets | $367,881,000 | 316 |
| Managed Assets ($) | $321,475,000 | 290 |
| Non-managed Assets ($) | $46,406,000 | 289 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,746,000 | 307 |
| 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 | $716,000 | 263 |
| Number of Managed Accounts | $637,000 | 246 |
| Number of Non-Managed Accounts | $79,000 | 224 |
| Total fiduciary and related assets | $367,305,000 | 319 |
| Managed Assets ($) | $320,899,000 | 292 |
| Non-managed Assets ($) | $46,406,000 | 291 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,241,000 | 294 |
| 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 | $710,000 | 263 |
| Number of Managed Accounts | $642,000 | 244 |
| Number of Non-Managed Accounts | $68,000 | 237 |
| Total fiduciary and related assets | $357,796,000 | 315 |
| Managed Assets ($) | $315,951,000 | 292 |
| Non-managed Assets ($) | $41,845,000 | 295 |
| Memoranda | ||
| Gross Fiduciary activities income | $649,000 | 288 |
| 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 | $713,000 | 274 |
| Number of Managed Accounts | $651,000 | 245 |
| Number of Non-Managed Accounts | $62,000 | 389 |
| Total fiduciary and related assets | $362,119,000 | 318 |
| Managed Assets ($) | $321,061,000 | 289 |
| Non-managed Assets ($) | $41,058,000 | 350 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,349,000 | 304 |
| 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 | $715,000 | 261 |
| Number of Managed Accounts | $656,000 | 236 |
| Number of Non-Managed Accounts | $59,000 | 254 |
| Total fiduciary and related assets | $356,566,000 | 320 |
| Managed Assets ($) | $316,536,000 | 293 |
| Non-managed Assets ($) | $40,030,000 | 293 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,785,000 | 307 |
| 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 | $719,000 | 264 |
| Number of Managed Accounts | $659,000 | 237 |
| Number of Non-Managed Accounts | $60,000 | 254 |
| Total fiduciary and related assets | $377,192,000 | 321 |
| Managed Assets ($) | $331,078,000 | 291 |
| Non-managed Assets ($) | $46,114,000 | 289 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,207,000 | 306 |
| 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 | $725,000 | 264 |
| Number of Managed Accounts | $655,000 | 237 |
| Number of Non-Managed Accounts | $70,000 | 241 |
| Total fiduciary and related assets | $370,341,000 | 324 |
| Managed Assets ($) | $323,869,000 | 294 |
| Non-managed Assets ($) | $46,472,000 | 294 |
| Memoranda | ||
| Gross Fiduciary activities income | $573,000 | 313 |
| 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 | $726,000 | 277 |
| Number of Managed Accounts | $655,000 | 244 |
| Number of Non-Managed Accounts | $71,000 | 375 |
| Total fiduciary and related assets | $365,489,000 | 324 |
| Managed Assets ($) | $318,545,000 | 298 |
| Non-managed Assets ($) | $46,944,000 | 346 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,273,000 | 314 |
| 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 | $738,000 | 262 |
| Number of Managed Accounts | $665,000 | 230 |
| Number of Non-Managed Accounts | $73,000 | 232 |
| Total fiduciary and related assets | $355,347,000 | 328 |
| Managed Assets ($) | $310,008,000 | 297 |
| Non-managed Assets ($) | $45,339,000 | 288 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,744,000 | 310 |
| 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 | $741,000 | 259 |
| Number of Managed Accounts | $668,000 | 234 |
| Number of Non-Managed Accounts | $73,000 | 233 |
| Total fiduciary and related assets | $358,574,000 | 327 |
| Managed Assets ($) | $307,798,000 | 298 |
| Non-managed Assets ($) | $50,776,000 | 284 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,268,000 | 297 |
| 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 | $769,000 | 257 |
| Number of Managed Accounts | $678,000 | 226 |
| Number of Non-Managed Accounts | $91,000 | 216 |
| Total fiduciary and related assets | $350,752,000 | 326 |
| Managed Assets ($) | $299,740,000 | 302 |
| Non-managed Assets ($) | $51,012,000 | 280 |
| Memoranda | ||
| Gross Fiduciary activities income | $613,000 | 301 |
| 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 | $787,000 | 260 |
| Number of Managed Accounts | $677,000 | 232 |
| Number of Non-Managed Accounts | $110,000 | 294 |
| Total fiduciary and related assets | $334,813,000 | 334 |
| Managed Assets ($) | $288,492,000 | 302 |
| Non-managed Assets ($) | $46,321,000 | 339 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,161,000 | 313 |
| 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 | $744,000 | 254 |
| Number of Managed Accounts | $676,000 | 219 |
| Number of Non-Managed Accounts | $68,000 | 237 |
| Total fiduciary and related assets | $323,941,000 | 331 |
| Managed Assets ($) | $282,902,000 | 298 |
| Non-managed Assets ($) | $41,039,000 | 287 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,679,000 | 306 |
| 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 | $762,000 | 249 |
| Number of Managed Accounts | $693,000 | 211 |
| Number of Non-Managed Accounts | $69,000 | 240 |
| Total fiduciary and related assets | $316,277,000 | 332 |
| Managed Assets ($) | $276,110,000 | 292 |
| Non-managed Assets ($) | $40,167,000 | 288 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,209,000 | 289 |
| 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 | $768,000 | 254 |
| Number of Managed Accounts | $697,000 | 211 |
| Number of Non-Managed Accounts | $71,000 | 240 |
| Total fiduciary and related assets | $317,377,000 | 330 |
| Managed Assets ($) | $276,079,000 | 293 |
| Non-managed Assets ($) | $41,298,000 | 294 |
| Memoranda | ||
| Gross Fiduciary activities income | $594,000 | 286 |
| 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 | $775,000 | 267 |
| Number of Managed Accounts | $696,000 | 217 |
| Number of Non-Managed Accounts | $79,000 | 369 |
| Total fiduciary and related assets | $300,571,000 | 335 |
| Managed Assets ($) | $259,273,000 | 295 |
| Non-managed Assets ($) | $41,298,000 | 367 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,018,000 | 306 |
| 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 | $770,000 | 242 |
| Number of Managed Accounts | $688,000 | 211 |
| Number of Non-Managed Accounts | $82,000 | 220 |
| Total fiduciary and related assets | $293,256,000 | 330 |
| Managed Assets ($) | $250,481,000 | 293 |
| Non-managed Assets ($) | $42,775,000 | 279 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,557,000 | 302 |
| 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 | $781,000 | 236 |
| Number of Managed Accounts | $701,000 | 206 |
| Number of Non-Managed Accounts | $80,000 | 218 |
| Total fiduciary and related assets | $296,778,000 | 321 |
| Managed Assets ($) | $253,372,000 | 289 |
| Non-managed Assets ($) | $43,406,000 | 275 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,056,000 | 301 |
| 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 | $782,000 | 236 |
| Number of Managed Accounts | $695,000 | 208 |
| Number of Non-Managed Accounts | $87,000 | 210 |
| Total fiduciary and related assets | $290,926,000 | 330 |
| Managed Assets ($) | $248,756,000 | 290 |
| Non-managed Assets ($) | $42,170,000 | 276 |
| Memoranda | ||
| Gross Fiduciary activities income | $517,000 | 306 |
| 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 | $787,000 | 257 |
| Number of Managed Accounts | $699,000 | 216 |
| Number of Non-Managed Accounts | $88,000 | 343 |
| Total fiduciary and related assets | $276,447,000 | 335 |
| Managed Assets ($) | $234,608,000 | 298 |
| Non-managed Assets ($) | $41,839,000 | 347 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,842,000 | 278 |
| 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 | $791,000 | 237 |
| Number of Managed Accounts | $710,000 | 203 |
| Number of Non-Managed Accounts | $81,000 | 215 |
| Total fiduciary and related assets | $263,409,000 | 329 |
| Managed Assets ($) | $223,533,000 | 292 |
| Non-managed Assets ($) | $39,876,000 | 271 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,442,000 | 271 |
| 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 | $812,000 | 235 |
| Number of Managed Accounts | $731,000 | 195 |
| Number of Non-Managed Accounts | $81,000 | 219 |
| Total fiduciary and related assets | $276,233,000 | 339 |
| Managed Assets ($) | $234,706,000 | 299 |
| Non-managed Assets ($) | $41,527,000 | 275 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,019,000 | 265 |
| 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 | $814,000 | 237 |
| Number of Managed Accounts | $733,000 | 193 |
| Number of Non-Managed Accounts | $81,000 | 222 |
| Total fiduciary and related assets | $272,663,000 | 337 |
| Managed Assets ($) | $232,204,000 | 304 |
| Non-managed Assets ($) | $40,459,000 | 275 |
| Memoranda | ||
| Gross Fiduciary activities income | $502,000 | 272 |
| 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 | $820,000 | 257 |
| Number of Managed Accounts | $737,000 | 202 |
| Number of Non-Managed Accounts | $83,000 | 375 |
| Total fiduciary and related assets | $270,052,000 | 339 |
| Managed Assets ($) | $229,521,000 | 311 |
| Non-managed Assets ($) | $40,531,000 | 353 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,756,000 | 286 |
| 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 | $843,000 | 230 |
| Number of Managed Accounts | $755,000 | 186 |
| Number of Non-Managed Accounts | $88,000 | 220 |
| Total fiduciary and related assets | $264,495,000 | 325 |
| Managed Assets ($) | $224,036,000 | 287 |
| Non-managed Assets ($) | $40,459,000 | 273 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,343,000 | 279 |
| 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 | $855,000 | 231 |
| Number of Managed Accounts | $763,000 | 185 |
| Number of Non-Managed Accounts | $92,000 | 216 |
| Total fiduciary and related assets | $260,091,000 | 325 |
| Managed Assets ($) | $218,890,000 | 287 |
| Non-managed Assets ($) | $41,201,000 | 270 |
| Memoranda | ||
| Gross Fiduciary activities income | $950,000 | 273 |
| 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 | $855,000 | 228 |
| Number of Managed Accounts | $767,000 | 182 |
| Number of Non-Managed Accounts | $88,000 | 219 |
| Total fiduciary and related assets | $260,241,000 | 336 |
| Managed Assets ($) | $222,109,000 | 292 |
| Non-managed Assets ($) | $38,132,000 | 277 |
| Memoranda | ||
| Gross Fiduciary activities income | $438,000 | 284 |
| 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 | $857,000 | 252 |
| Number of Managed Accounts | $778,000 | 193 |
| Number of Non-Managed Accounts | $79,000 | 396 |
| Total fiduciary and related assets | $251,197,000 | 345 |
| Managed Assets ($) | $218,308,000 | 304 |
| Non-managed Assets ($) | $32,889,000 | 399 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,602,000 | 289 |
| 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 | $0 | 409 |
| Number of Managed Accounts | $0 | 386 |
| Number of Non-Managed Accounts | $0 | 386 |
| Total fiduciary and related assets | $0 | 408 |
| Managed Assets ($) | $0 | 386 |
| Non-managed Assets ($) | $0 | 385 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,226,000 | 280 |
| 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 | $0 | 415 |
| Number of Managed Accounts | $0 | 392 |
| Number of Non-Managed Accounts | $0 | 393 |
| Total fiduciary and related assets | $0 | 414 |
| Managed Assets ($) | $0 | 392 |
| Non-managed Assets ($) | $0 | 391 |
| Memoranda | ||
| Gross Fiduciary activities income | $858,000 | 275 |
| 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 | $0 | 418 |
| Number of Managed Accounts | $0 | 395 |
| Number of Non-Managed Accounts | $0 | 393 |
| Total fiduciary and related assets | $0 | 417 |
| Managed Assets ($) | $0 | 395 |
| Non-managed Assets ($) | $0 | 392 |
| Memoranda | ||
| Gross Fiduciary activities income | $441,000 | 275 |
| 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 | $925,000 | 246 |
| Number of Managed Accounts | $865,000 | 180 |
| Number of Non-Managed Accounts | $60,000 | 498 |
| Total fiduciary and related assets | $236,126,000 | 345 |
| Managed Assets ($) | $224,997,000 | 290 |
| Non-managed Assets ($) | $11,129,000 | 577 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,557,000 | 309 |
| 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 | $945,000 | 222 |
| Number of Managed Accounts | $885,000 | 171 |
| Number of Non-Managed Accounts | $60,000 | 266 |
| Total fiduciary and related assets | $258,877,000 | 332 |
| Managed Assets ($) | $246,818,000 | 282 |
| Non-managed Assets ($) | $12,059,000 | 345 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,210,000 | 308 |
| 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 | $831,000 | 247 |
| Number of Managed Accounts | $791,000 | 189 |
| Number of Non-Managed Accounts | $40,000 | 299 |
| Total fiduciary and related assets | $234,890,000 | 362 |
| Managed Assets ($) | $224,019,000 | 313 |
| Non-managed Assets ($) | $10,871,000 | 353 |
| Memoranda | ||
| Gross Fiduciary activities income | $819,000 | 311 |
| 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 | $829,000 | 250 |
| Number of Managed Accounts | $793,000 | 194 |
| Number of Non-Managed Accounts | $36,000 | 308 |
| Total fiduciary and related assets | $243,132,000 | 370 |
| Managed Assets ($) | $231,756,000 | 319 |
| Non-managed Assets ($) | $11,376,000 | 359 |
| Memoranda | ||
| Gross Fiduciary activities income | $392,000 | 319 |
| 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 | $828,000 | 267 |
| Number of Managed Accounts | $790,000 | 198 |
| Number of Non-Managed Accounts | $38,000 | 615 |
| Total fiduciary and related assets | $254,503,000 | 370 |
| Managed Assets ($) | $243,439,000 | 313 |
| Non-managed Assets ($) | $11,064,000 | 631 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,567,000 | 320 |
| 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 | $0 | 444 |
| Number of Managed Accounts | $0 | 421 |
| Number of Non-Managed Accounts | $0 | 417 |
| Total fiduciary and related assets | $0 | 443 |
| Managed Assets ($) | $0 | 421 |
| Non-managed Assets ($) | $0 | 416 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,218,000 | 310 |
| 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 | $0 | 450 |
| Number of Managed Accounts | $0 | 427 |
| Number of Non-Managed Accounts | $0 | 422 |
| Total fiduciary and related assets | $0 | 449 |
| Managed Assets ($) | $0 | 427 |
| Non-managed Assets ($) | $0 | 421 |
| Memoranda | ||
| Gross Fiduciary activities income | $881,000 | 305 |
| 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 | $0 | 451 |
| Number of Managed Accounts | $0 | 427 |
| Number of Non-Managed Accounts | $0 | 425 |
| Total fiduciary and related assets | $0 | 450 |
| Managed Assets ($) | $0 | 427 |
| Non-managed Assets ($) | $0 | 424 |
| Memoranda | ||
| Gross Fiduciary activities income | $528,000 | 270 |
| 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 | $823,000 | 264 |
| Number of Managed Accounts | $784,000 | 196 |
| Number of Non-Managed Accounts | $39,000 | 621 |
| Total fiduciary and related assets | $244,978,000 | 376 |
| Managed Assets ($) | $233,164,000 | 318 |
| Non-managed Assets ($) | $11,814,000 | 618 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,469,000 | 326 |
| 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 | $0 | 432 |
| Number of Managed Accounts | $0 | 409 |
| Number of Non-Managed Accounts | $0 | 409 |
| Total fiduciary and related assets | $0 | 431 |
| Managed Assets ($) | $0 | 409 |
| Non-managed Assets ($) | $0 | 408 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,138,000 | 324 |
| 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 | $0 | 435 |
| Number of Managed Accounts | $0 | 413 |
| Number of Non-Managed Accounts | $0 | 412 |
| Total fiduciary and related assets | $0 | 434 |
| Managed Assets ($) | $0 | 413 |
| Non-managed Assets ($) | $0 | 411 |
| Memoranda | ||
| Gross Fiduciary activities income | $752,000 | 326 |
| 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 | $0 | 458 |
| Number of Managed Accounts | $0 | 437 |
| Number of Non-Managed Accounts | $0 | 423 |
| Total fiduciary and related assets | $0 | 457 |
| Managed Assets ($) | $0 | 437 |
| Non-managed Assets ($) | $0 | 422 |
| Memoranda | ||
| Gross Fiduciary activities income | $401,000 | 316 |
| 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 | $841,000 | 264 |
| Number of Managed Accounts | $794,000 | 200 |
| Number of Non-Managed Accounts | $47,000 | 589 |
| Total fiduciary and related assets | $230,026,000 | 388 |
| Managed Assets ($) | $217,552,000 | 324 |
| Non-managed Assets ($) | $12,474,000 | 593 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,441,000 | 331 |
| 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 | $0 | 444 |
| Number of Managed Accounts | $0 | 422 |
| Number of Non-Managed Accounts | $0 | 414 |
| Total fiduciary and related assets | $0 | 443 |
| Managed Assets ($) | $0 | 423 |
| Non-managed Assets ($) | $0 | 412 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,154,000 | 315 |
| 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 | $0 | 460 |
| Number of Managed Accounts | $0 | 435 |
| Number of Non-Managed Accounts | $0 | 431 |
| Total fiduciary and related assets | $0 | 458 |
| Managed Assets ($) | $0 | 435 |
| Non-managed Assets ($) | $0 | 429 |
| Memoranda | ||
| Gross Fiduciary activities income | $832,000 | 301 |
| 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 | $0 | 465 |
| Number of Managed Accounts | $0 | 438 |
| Number of Non-Managed Accounts | $0 | 433 |
| Total fiduciary and related assets | $0 | 463 |
| Managed Assets ($) | $0 | 438 |
| Non-managed Assets ($) | $0 | 431 |
| Memoranda | ||
| Gross Fiduciary activities income | $515,000 | 264 |
| 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 | $740,000 | 283 |
| Number of Managed Accounts | $686,000 | 218 |
| Number of Non-Managed Accounts | $54,000 | 570 |
| Total fiduciary and related assets | $206,302,000 | 410 |
| Managed Assets ($) | $193,193,000 | 343 |
| Non-managed Assets ($) | $13,109,000 | 580 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,337,000 | 321 |
| 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 | $0 | 453 |
| Number of Managed Accounts | $0 | 424 |
| Number of Non-Managed Accounts | $0 | 423 |
| Total fiduciary and related assets | $0 | 451 |
| Managed Assets ($) | $0 | 424 |
| Non-managed Assets ($) | $0 | 421 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,049,000 | 320 |
| 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 | $0 | 462 |
| Number of Managed Accounts | $0 | 429 |
| Number of Non-Managed Accounts | $0 | 432 |
| Total fiduciary and related assets | $0 | 459 |
| Managed Assets ($) | $0 | 429 |
| Non-managed Assets ($) | $0 | 429 |
| Memoranda | ||
| Gross Fiduciary activities income | $690,000 | 325 |
| 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 | $0 | 473 |
| Number of Managed Accounts | $0 | 438 |
| Number of Non-Managed Accounts | $0 | 438 |
| Total fiduciary and related assets | $0 | 471 |
| Managed Assets ($) | $0 | 438 |
| Non-managed Assets ($) | $0 | 436 |
| Memoranda | ||
| Gross Fiduciary activities income | $344,000 | 323 |
| 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 | $789,000 | 285 |
| Number of Managed Accounts | $728,000 | 212 |
| Number of Non-Managed Accounts | $61,000 | 565 |
| Total fiduciary and related assets | $196,819,000 | 414 |
| Managed Assets ($) | $184,388,000 | 345 |
| Non-managed Assets ($) | $12,431,000 | 617 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,122,000 | 359 |
| 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 | $0 | 473 |
| Number of Managed Accounts | $0 | 442 |
| Number of Non-Managed Accounts | $0 | 446 |
| Total fiduciary and related assets | $0 | 472 |
| Managed Assets ($) | $0 | 442 |
| Non-managed Assets ($) | $0 | 445 |
| Memoranda | ||
| Gross Fiduciary activities income | $848,000 | 367 |
| 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 | $0 | 474 |
| Number of Managed Accounts | $0 | 446 |
| Number of Non-Managed Accounts | $0 | 448 |
| Total fiduciary and related assets | $0 | 473 |
| Managed Assets ($) | $0 | 446 |
| Non-managed Assets ($) | $0 | 447 |
| Memoranda | ||
| Gross Fiduciary activities income | $595,000 | 364 |
| 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 | $0 | 491 |
| Number of Managed Accounts | $0 | 461 |
| Number of Non-Managed Accounts | $0 | 460 |
| Total fiduciary and related assets | $0 | 490 |
| Managed Assets ($) | $0 | 461 |
| Non-managed Assets ($) | $0 | 458 |
| Memoranda | ||
| Gross Fiduciary activities income | $320,000 | 354 |
| 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 | $829,000 | 290 |
| Number of Managed Accounts | $773,000 | 221 |
| Number of Non-Managed Accounts | $56,000 | 596 |
| Total fiduciary and related assets | $188,309,000 | 427 |
| Managed Assets ($) | $177,128,000 | 360 |
| Non-managed Assets ($) | $11,181,000 | 632 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,418,000 | 340 |
| 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 | $841,000 | 268 |
| Number of Managed Accounts | $782,000 | 198 |
| Number of Non-Managed Accounts | $59,000 | 541 |
| Total fiduciary and related assets | $213,384,000 | 386 |
| Managed Assets ($) | $201,827,000 | 328 |
| Non-managed Assets ($) | $11,557,000 | 598 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,444,000 | 347 |
| 2000-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,687,000 | 315 |
| 1999-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,252,000 | 410 |
| 1998-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,081,000 | 445 |
| 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 | $849,000 | 517 |
| 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 | $721,000 | 608 |
| 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 | $581,000 | 698 |
| 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 | $502,000 | 730 |
| 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 | $383,000 | 854 |
| 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 | $391,000 | 853 |