Home > Nicolet National Bank > Fiduciary and Related Services
Nicolet National 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 | $1,205,000 | 213 |
| Number of Managed Accounts | $1,022,000 | 202 |
| Number of Non-Managed Accounts | $183,000 | 175 |
| Total fiduciary and related assets | $2,439,818,000 | 161 |
| Managed Assets ($) | $1,264,493,000 | 183 |
| Non-managed Assets ($) | $1,175,325,000 | 116 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,614,000 | 195 |
| 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 | $1,177,000 | 209 |
| Number of Managed Accounts | $1,001,000 | 194 |
| Number of Non-Managed Accounts | $176,000 | 146 |
| Total fiduciary and related assets | $2,174,708,000 | 168 |
| Managed Assets ($) | $1,127,392,000 | 187 |
| Non-managed Assets ($) | $1,047,316,000 | 122 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,288,000 | 198 |
| 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 | $1,163,000 | 214 |
| Number of Managed Accounts | $991,000 | 198 |
| Number of Non-Managed Accounts | $172,000 | 161 |
| Total fiduciary and related assets | $2,195,043,000 | 165 |
| Managed Assets ($) | $1,220,753,000 | 182 |
| Non-managed Assets ($) | $974,290,000 | 118 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,181,000 | 193 |
| 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 | $1,163,000 | 216 |
| Number of Managed Accounts | $997,000 | 198 |
| Number of Non-Managed Accounts | $166,000 | 155 |
| Total fiduciary and related assets | $2,195,476,000 | 171 |
| Managed Assets ($) | $1,252,567,000 | 187 |
| Non-managed Assets ($) | $942,909,000 | 127 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,033,000 | 203 |
| 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 | $1,146,000 | 227 |
| Number of Managed Accounts | $984,000 | 207 |
| Number of Non-Managed Accounts | $162,000 | 201 |
| Total fiduciary and related assets | $1,996,056,000 | 180 |
| Managed Assets ($) | $1,123,733,000 | 193 |
| Non-managed Assets ($) | $872,323,000 | 130 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,947,000 | 212 |
| 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 | $1,123,000 | 224 |
| Number of Managed Accounts | $964,000 | 202 |
| Number of Non-Managed Accounts | $159,000 | 162 |
| Total fiduciary and related assets | $1,872,737,000 | 177 |
| Managed Assets ($) | $1,064,168,000 | 194 |
| Non-managed Assets ($) | $808,569,000 | 135 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,984,000 | 212 |
| 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 | $1,117,000 | 203 |
| Number of Managed Accounts | $958,000 | 190 |
| Number of Non-Managed Accounts | $159,000 | 153 |
| Total fiduciary and related assets | $1,890,844,000 | 148 |
| Managed Assets ($) | $1,064,704,000 | 165 |
| Non-managed Assets ($) | $826,140,000 | 108 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,015,000 | 178 |
| 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 | $1,095,000 | 205 |
| Number of Managed Accounts | $936,000 | 189 |
| Number of Non-Managed Accounts | $159,000 | 147 |
| Total fiduciary and related assets | $2,092,874,000 | 149 |
| Managed Assets ($) | $1,125,296,000 | 170 |
| Non-managed Assets ($) | $967,578,000 | 106 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,011,000 | 183 |
| 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 | $1,091,000 | 216 |
| Number of Managed Accounts | $931,000 | 197 |
| Number of Non-Managed Accounts | $160,000 | 179 |
| Total fiduciary and related assets | $2,113,343,000 | 154 |
| Managed Assets ($) | $1,108,977,000 | 176 |
| Non-managed Assets ($) | $1,004,366,000 | 103 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,774,000 | 186 |
| 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 | $1,068,000 | 211 |
| Number of Managed Accounts | $910,000 | 197 |
| Number of Non-Managed Accounts | $158,000 | 145 |
| Total fiduciary and related assets | $1,975,266,000 | 157 |
| Managed Assets ($) | $1,022,821,000 | 184 |
| Non-managed Assets ($) | $952,445,000 | 102 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,724,000 | 188 |
| 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 | $1,058,000 | 218 |
| Number of Managed Accounts | $904,000 | 207 |
| Number of Non-Managed Accounts | $154,000 | 153 |
| Total fiduciary and related assets | $1,910,266,000 | 159 |
| Managed Assets ($) | $983,413,000 | 186 |
| Non-managed Assets ($) | $926,853,000 | 103 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,681,000 | 192 |
| 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 | $1,075,000 | 210 |
| Number of Managed Accounts | $923,000 | 195 |
| Number of Non-Managed Accounts | $152,000 | 149 |
| Total fiduciary and related assets | $1,854,725,000 | 159 |
| Managed Assets ($) | $972,366,000 | 183 |
| Non-managed Assets ($) | $882,359,000 | 102 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,775,000 | 195 |
| 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 | $1,099,000 | 208 |
| Number of Managed Accounts | $944,000 | 201 |
| Number of Non-Managed Accounts | $155,000 | 190 |
| Total fiduciary and related assets | $1,757,127,000 | 162 |
| Managed Assets ($) | $914,444,000 | 187 |
| Non-managed Assets ($) | $842,683,000 | 104 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,463,000 | 195 |
| 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 | $1,108,000 | 199 |
| Number of Managed Accounts | $942,000 | 191 |
| Number of Non-Managed Accounts | $166,000 | 145 |
| Total fiduciary and related assets | $1,538,317,000 | 165 |
| Managed Assets ($) | $780,418,000 | 188 |
| Non-managed Assets ($) | $757,899,000 | 105 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,717,000 | 192 |
| 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 | $1,144,000 | 199 |
| Number of Managed Accounts | $981,000 | 191 |
| Number of Non-Managed Accounts | $163,000 | 151 |
| Total fiduciary and related assets | $1,477,056,000 | 168 |
| Managed Assets ($) | $769,561,000 | 192 |
| Non-managed Assets ($) | $707,495,000 | 108 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,089,000 | 192 |
| 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 | $1,163,000 | 192 |
| Number of Managed Accounts | $995,000 | 181 |
| Number of Non-Managed Accounts | $168,000 | 146 |
| Total fiduciary and related assets | $1,269,276,000 | 173 |
| Managed Assets ($) | $696,220,000 | 189 |
| Non-managed Assets ($) | $573,056,000 | 111 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,579,000 | 193 |
| 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 | $1,165,000 | 201 |
| Number of Managed Accounts | $1,002,000 | 189 |
| Number of Non-Managed Accounts | $163,000 | 195 |
| Total fiduciary and related assets | $1,446,177,000 | 173 |
| Managed Assets ($) | $791,183,000 | 194 |
| Non-managed Assets ($) | $654,994,000 | 111 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,227,000 | 190 |
| 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 | $1,194,000 | 187 |
| Number of Managed Accounts | $1,028,000 | 179 |
| Number of Non-Managed Accounts | $166,000 | 147 |
| Total fiduciary and related assets | $1,401,755,000 | 176 |
| Managed Assets ($) | $774,163,000 | 191 |
| Non-managed Assets ($) | $627,592,000 | 115 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,631,000 | 190 |
| 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 | $1,257,000 | 183 |
| Number of Managed Accounts | $1,090,000 | 166 |
| Number of Non-Managed Accounts | $167,000 | 153 |
| Total fiduciary and related assets | $1,369,673,000 | 174 |
| Managed Assets ($) | $771,073,000 | 192 |
| Non-managed Assets ($) | $598,600,000 | 115 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,037,000 | 195 |
| 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 | $1,293,000 | 181 |
| Number of Managed Accounts | $1,129,000 | 162 |
| Number of Non-Managed Accounts | $164,000 | 158 |
| Total fiduciary and related assets | $1,313,807,000 | 177 |
| Managed Assets ($) | $763,624,000 | 190 |
| Non-managed Assets ($) | $550,183,000 | 121 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,468,000 | 200 |
| 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 | $1,361,000 | 175 |
| Number of Managed Accounts | $1,195,000 | 159 |
| Number of Non-Managed Accounts | $166,000 | 195 |
| Total fiduciary and related assets | $1,213,615,000 | 178 |
| Managed Assets ($) | $733,709,000 | 183 |
| Non-managed Assets ($) | $479,906,000 | 128 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,498,000 | 185 |
| 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 | $1,426,000 | 165 |
| Number of Managed Accounts | $1,235,000 | 151 |
| Number of Non-Managed Accounts | $191,000 | 146 |
| Total fiduciary and related assets | $1,330,282,000 | 176 |
| Managed Assets ($) | $802,718,000 | 177 |
| Non-managed Assets ($) | $527,564,000 | 124 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,915,000 | 184 |
| 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 | $1,482,000 | 161 |
| Number of Managed Accounts | $1,298,000 | 148 |
| Number of Non-Managed Accounts | $184,000 | 151 |
| Total fiduciary and related assets | $1,312,239,000 | 175 |
| Managed Assets ($) | $802,521,000 | 176 |
| Non-managed Assets ($) | $509,718,000 | 129 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,277,000 | 185 |
| 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 | $1,481,000 | 163 |
| Number of Managed Accounts | $1,308,000 | 148 |
| Number of Non-Managed Accounts | $173,000 | 158 |
| Total fiduciary and related assets | $1,315,954,000 | 173 |
| Managed Assets ($) | $821,341,000 | 175 |
| Non-managed Assets ($) | $494,613,000 | 132 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,607,000 | 188 |
| 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 | $1,483,000 | 167 |
| Number of Managed Accounts | $1,310,000 | 150 |
| Number of Non-Managed Accounts | $173,000 | 199 |
| Total fiduciary and related assets | $1,312,802,000 | 171 |
| Managed Assets ($) | $843,914,000 | 173 |
| Non-managed Assets ($) | $468,888,000 | 133 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,031,000 | 190 |
| 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 | $1,510,000 | 162 |
| Number of Managed Accounts | $1,343,000 | 144 |
| Number of Non-Managed Accounts | $167,000 | 160 |
| Total fiduciary and related assets | $1,276,175,000 | 171 |
| Managed Assets ($) | $846,021,000 | 170 |
| Non-managed Assets ($) | $430,154,000 | 135 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,431,000 | 191 |
| 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 | $1,543,000 | 158 |
| Number of Managed Accounts | $1,371,000 | 139 |
| Number of Non-Managed Accounts | $172,000 | 159 |
| Total fiduciary and related assets | $1,285,048,000 | 165 |
| Managed Assets ($) | $852,019,000 | 166 |
| Non-managed Assets ($) | $433,029,000 | 133 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,952,000 | 191 |
| 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 | $1,563,000 | 154 |
| Number of Managed Accounts | $1,392,000 | 134 |
| Number of Non-Managed Accounts | $171,000 | 155 |
| Total fiduciary and related assets | $1,244,590,000 | 166 |
| Managed Assets ($) | $844,441,000 | 167 |
| Non-managed Assets ($) | $400,149,000 | 133 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,467,000 | 187 |
| 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 | $1,631,000 | 145 |
| Number of Managed Accounts | $1,463,000 | 126 |
| Number of Non-Managed Accounts | $168,000 | 198 |
| Total fiduciary and related assets | $1,172,309,000 | 169 |
| Managed Assets ($) | $825,524,000 | 165 |
| Non-managed Assets ($) | $346,785,000 | 138 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,435,000 | 187 |
| 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 | $1,626,000 | 141 |
| Number of Managed Accounts | $1,465,000 | 123 |
| Number of Non-Managed Accounts | $161,000 | 160 |
| Total fiduciary and related assets | $1,175,466,000 | 170 |
| Managed Assets ($) | $849,724,000 | 161 |
| Non-managed Assets ($) | $325,742,000 | 140 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,000,000 | 189 |
| 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 | $1,633,000 | 141 |
| Number of Managed Accounts | $1,472,000 | 126 |
| Number of Non-Managed Accounts | $161,000 | 163 |
| Total fiduciary and related assets | $1,099,524,000 | 174 |
| Managed Assets ($) | $846,148,000 | 159 |
| Non-managed Assets ($) | $253,376,000 | 155 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,627,000 | 190 |
| 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 | $1,413,000 | 164 |
| Number of Managed Accounts | $1,283,000 | 145 |
| Number of Non-Managed Accounts | $130,000 | 184 |
| Total fiduciary and related assets | $927,084,000 | 196 |
| Managed Assets ($) | $645,272,000 | 186 |
| Non-managed Assets ($) | $281,812,000 | 148 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,161,000 | 204 |
| 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 | $1,484,000 | 163 |
| Number of Managed Accounts | $1,344,000 | 135 |
| Number of Non-Managed Accounts | $140,000 | 236 |
| Total fiduciary and related assets | $890,485,000 | 200 |
| Managed Assets ($) | $624,782,000 | 190 |
| Non-managed Assets ($) | $265,703,000 | 147 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,822,000 | 205 |
| 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 | $1,423,000 | 160 |
| Number of Managed Accounts | $1,284,000 | 139 |
| Number of Non-Managed Accounts | $139,000 | 178 |
| Total fiduciary and related assets | $862,834,000 | 202 |
| Managed Assets ($) | $602,482,000 | 193 |
| Non-managed Assets ($) | $260,352,000 | 152 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,636,000 | 205 |
| 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 | $1,406,000 | 161 |
| Number of Managed Accounts | $1,276,000 | 143 |
| Number of Non-Managed Accounts | $130,000 | 181 |
| Total fiduciary and related assets | $871,533,000 | 205 |
| Managed Assets ($) | $631,282,000 | 192 |
| Non-managed Assets ($) | $240,251,000 | 160 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,440,000 | 210 |
| 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 | $1,410,000 | 161 |
| Number of Managed Accounts | $1,275,000 | 140 |
| Number of Non-Managed Accounts | $135,000 | 181 |
| Total fiduciary and related assets | $886,819,000 | 204 |
| Managed Assets ($) | $624,836,000 | 192 |
| Non-managed Assets ($) | $261,983,000 | 155 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,204,000 | 210 |
| 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 | $1,402,000 | 164 |
| Number of Managed Accounts | $1,269,000 | 137 |
| Number of Non-Managed Accounts | $133,000 | 251 |
| Total fiduciary and related assets | $807,143,000 | 206 |
| Managed Assets ($) | $567,319,000 | 211 |
| Non-managed Assets ($) | $239,824,000 | 162 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,569,000 | 208 |
| 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 | $1,402,000 | 160 |
| Number of Managed Accounts | $1,274,000 | 138 |
| Number of Non-Managed Accounts | $128,000 | 179 |
| Total fiduciary and related assets | $778,596,000 | 207 |
| Managed Assets ($) | $556,589,000 | 205 |
| Non-managed Assets ($) | $222,007,000 | 166 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,403,000 | 207 |
| 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 | $1,395,000 | 162 |
| Number of Managed Accounts | $1,267,000 | 138 |
| Number of Non-Managed Accounts | $128,000 | 178 |
| Total fiduciary and related assets | $787,320,000 | 205 |
| Managed Assets ($) | $565,828,000 | 203 |
| Non-managed Assets ($) | $221,492,000 | 166 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,224,000 | 209 |
| 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 | $1,388,000 | 163 |
| Number of Managed Accounts | $1,260,000 | 140 |
| Number of Non-Managed Accounts | $128,000 | 183 |
| Total fiduciary and related assets | $750,427,000 | 207 |
| Managed Assets ($) | $531,725,000 | 210 |
| Non-managed Assets ($) | $218,702,000 | 165 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,105,000 | 209 |
| 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 | $1,405,000 | 164 |
| Number of Managed Accounts | $1,274,000 | 136 |
| Number of Non-Managed Accounts | $131,000 | 258 |
| Total fiduciary and related assets | $735,859,000 | 206 |
| Managed Assets ($) | $525,100,000 | 208 |
| Non-managed Assets ($) | $210,759,000 | 167 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,028,000 | 211 |
| 2013-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,389,000 | 156 |
| Number of Managed Accounts | $1,258,000 | 132 |
| Number of Non-Managed Accounts | $131,000 | 183 |
| Total fiduciary and related assets | $744,140,000 | 200 |
| Managed Assets ($) | $504,739,000 | 206 |
| Non-managed Assets ($) | $239,401,000 | 152 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,936,000 | 209 |
| 2013-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,403,000 | 154 |
| Number of Managed Accounts | $1,273,000 | 123 |
| Number of Non-Managed Accounts | $130,000 | 188 |
| Total fiduciary and related assets | $726,126,000 | 197 |
| Managed Assets ($) | $497,349,000 | 201 |
| Non-managed Assets ($) | $228,777,000 | 159 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,876,000 | 222 |
| 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 | $921,000 | 217 |
| Number of Managed Accounts | $793,000 | 187 |
| Number of Non-Managed Accounts | $128,000 | 192 |
| Total fiduciary and related assets | $589,311,000 | 239 |
| Managed Assets ($) | $365,425,000 | 248 |
| Non-managed Assets ($) | $223,886,000 | 161 |
| Memoranda | ||
| Gross Fiduciary activities income | $802,000 | 246 |
| 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 | $932,000 | 225 |
| Number of Managed Accounts | $810,000 | 189 |
| Number of Non-Managed Accounts | $122,000 | 284 |
| Total fiduciary and related assets | $550,222,000 | 244 |
| Managed Assets ($) | $346,900,000 | 253 |
| Non-managed Assets ($) | $203,322,000 | 165 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,975,000 | 240 |
| 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 | $935,000 | 211 |
| Number of Managed Accounts | $813,000 | 183 |
| Number of Non-Managed Accounts | $122,000 | 189 |
| Total fiduciary and related assets | $542,132,000 | 240 |
| Managed Assets ($) | $346,820,000 | 246 |
| Non-managed Assets ($) | $195,312,000 | 165 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,213,000 | 241 |
| 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 | $791,000 | 235 |
| Number of Managed Accounts | $723,000 | 197 |
| Number of Non-Managed Accounts | $68,000 | 233 |
| Total fiduciary and related assets | $508,112,000 | 243 |
| Managed Assets ($) | $331,186,000 | 247 |
| Non-managed Assets ($) | $176,926,000 | 176 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,454,000 | 245 |
| 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 | $776,000 | 237 |
| Number of Managed Accounts | $714,000 | 201 |
| Number of Non-Managed Accounts | $62,000 | 239 |
| Total fiduciary and related assets | $508,508,000 | 243 |
| Managed Assets ($) | $330,261,000 | 251 |
| Non-managed Assets ($) | $178,247,000 | 169 |
| Memoranda | ||
| Gross Fiduciary activities income | $730,000 | 247 |
| 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 | $796,000 | 255 |
| Number of Managed Accounts | $735,000 | 197 |
| Number of Non-Managed Accounts | $61,000 | 437 |
| Total fiduciary and related assets | $455,102,000 | 253 |
| Managed Assets ($) | $317,789,000 | 253 |
| Non-managed Assets ($) | $137,313,000 | 193 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,899,000 | 202 |
| 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 | $788,000 | 239 |
| Number of Managed Accounts | $726,000 | 194 |
| Number of Non-Managed Accounts | $62,000 | 248 |
| Total fiduciary and related assets | $436,393,000 | 249 |
| Managed Assets ($) | $307,245,000 | 251 |
| Non-managed Assets ($) | $129,148,000 | 189 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,231,000 | 199 |
| 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 | $818,000 | 231 |
| Number of Managed Accounts | $759,000 | 189 |
| Number of Non-Managed Accounts | $59,000 | 255 |
| Total fiduciary and related assets | $484,036,000 | 240 |
| Managed Assets ($) | $338,779,000 | 244 |
| Non-managed Assets ($) | $145,257,000 | 186 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,488,000 | 206 |
| 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 | $831,000 | 234 |
| Number of Managed Accounts | $769,000 | 184 |
| Number of Non-Managed Accounts | $62,000 | 252 |
| Total fiduciary and related assets | $487,448,000 | 244 |
| Managed Assets ($) | $338,268,000 | 245 |
| Non-managed Assets ($) | $149,180,000 | 188 |
| Memoranda | ||
| Gross Fiduciary activities income | $733,000 | 211 |
| 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 | $834,000 | 254 |
| Number of Managed Accounts | $771,000 | 195 |
| Number of Non-Managed Accounts | $63,000 | 446 |
| Total fiduciary and related assets | $470,080,000 | 247 |
| Managed Assets ($) | $329,675,000 | 246 |
| Non-managed Assets ($) | $140,405,000 | 199 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,811,000 | 207 |
| 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 | $833,000 | 231 |
| Number of Managed Accounts | $770,000 | 184 |
| Number of Non-Managed Accounts | $63,000 | 245 |
| Total fiduciary and related assets | $559,326,000 | 219 |
| Managed Assets ($) | $323,539,000 | 240 |
| Non-managed Assets ($) | $235,787,000 | 148 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,088,000 | 206 |
| 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 | $857,000 | 230 |
| Number of Managed Accounts | $794,000 | 180 |
| Number of Non-Managed Accounts | $63,000 | 248 |
| Total fiduciary and related assets | $421,816,000 | 249 |
| Managed Assets ($) | $299,193,000 | 241 |
| Non-managed Assets ($) | $122,623,000 | 196 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,405,000 | 208 |
| 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 | $890,000 | 222 |
| Number of Managed Accounts | $814,000 | 175 |
| Number of Non-Managed Accounts | $76,000 | 231 |
| Total fiduciary and related assets | $449,394,000 | 252 |
| Managed Assets ($) | $313,921,000 | 242 |
| Non-managed Assets ($) | $135,473,000 | 192 |
| Memoranda | ||
| Gross Fiduciary activities income | $697,000 | 212 |
| 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 | $947,000 | 230 |
| Number of Managed Accounts | $876,000 | 168 |
| Number of Non-Managed Accounts | $71,000 | 434 |
| Total fiduciary and related assets | $449,997,000 | 250 |
| Managed Assets ($) | $323,736,000 | 238 |
| Non-managed Assets ($) | $126,261,000 | 208 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,861,000 | 204 |
| 2009-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,103,000 | 187 |
| Number of Managed Accounts | $980,000 | 148 |
| Number of Non-Managed Accounts | $123,000 | 194 |
| Total fiduciary and related assets | $499,876,000 | 234 |
| Managed Assets ($) | $361,283,000 | 225 |
| Non-managed Assets ($) | $138,593,000 | 190 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,075,000 | 205 |
| 2009-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,107,000 | 190 |
| Number of Managed Accounts | $976,000 | 155 |
| Number of Non-Managed Accounts | $131,000 | 196 |
| Total fiduciary and related assets | $461,473,000 | 238 |
| Managed Assets ($) | $333,335,000 | 229 |
| Non-managed Assets ($) | $128,138,000 | 192 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,337,000 | 209 |
| 2009-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,105,000 | 190 |
| Number of Managed Accounts | $983,000 | 157 |
| Number of Non-Managed Accounts | $122,000 | 198 |
| Total fiduciary and related assets | $423,364,000 | 242 |
| Managed Assets ($) | $320,535,000 | 229 |
| Non-managed Assets ($) | $102,829,000 | 198 |
| Memoranda | ||
| Gross Fiduciary activities income | $674,000 | 210 |
| 2008-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,134,000 | 201 |
| Number of Managed Accounts | $1,017,000 | 159 |
| Number of Non-Managed Accounts | $117,000 | 323 |
| Total fiduciary and related assets | $445,207,000 | 244 |
| Managed Assets ($) | $341,048,000 | 224 |
| Non-managed Assets ($) | $104,159,000 | 216 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,047,000 | 205 |
| 2008-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,173,000 | 180 |
| Number of Managed Accounts | $1,074,000 | 144 |
| Number of Non-Managed Accounts | $99,000 | 224 |
| Total fiduciary and related assets | $545,482,000 | 223 |
| Managed Assets ($) | $425,343,000 | 208 |
| Non-managed Assets ($) | $120,139,000 | 204 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,412,000 | 204 |
| 2008-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,207,000 | 179 |
| Number of Managed Accounts | $1,109,000 | 140 |
| Number of Non-Managed Accounts | $98,000 | 229 |
| Total fiduciary and related assets | $588,125,000 | 225 |
| Managed Assets ($) | $463,781,000 | 202 |
| Non-managed Assets ($) | $124,344,000 | 212 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,650,000 | 207 |
| 2008-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,229,000 | 178 |
| Number of Managed Accounts | $1,130,000 | 138 |
| Number of Non-Managed Accounts | $99,000 | 225 |
| Total fiduciary and related assets | $604,116,000 | 230 |
| Managed Assets ($) | $483,233,000 | 200 |
| Non-managed Assets ($) | $120,883,000 | 214 |
| Memoranda | ||
| Gross Fiduciary activities income | $824,000 | 210 |
| 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 | $1,205,000 | 190 |
| Number of Managed Accounts | $1,109,000 | 142 |
| Number of Non-Managed Accounts | $96,000 | 371 |
| Total fiduciary and related assets | $639,233,000 | 227 |
| Managed Assets ($) | $529,746,000 | 186 |
| Non-managed Assets ($) | $109,487,000 | 234 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,082,000 | 214 |
| 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 | $1,191,000 | 176 |
| Number of Managed Accounts | $1,099,000 | 144 |
| Number of Non-Managed Accounts | $92,000 | 223 |
| Total fiduciary and related assets | $625,791,000 | 227 |
| Managed Assets ($) | $518,289,000 | 195 |
| Non-managed Assets ($) | $107,502,000 | 220 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,237,000 | 216 |
| 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 | $1,125,000 | 186 |
| Number of Managed Accounts | $1,030,000 | 156 |
| Number of Non-Managed Accounts | $95,000 | 228 |
| Total fiduciary and related assets | $573,665,000 | 247 |
| Managed Assets ($) | $471,136,000 | 210 |
| Non-managed Assets ($) | $102,529,000 | 230 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,423,000 | 228 |
| 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 | $1,075,000 | 191 |
| Number of Managed Accounts | $975,000 | 154 |
| Number of Non-Managed Accounts | $100,000 | 232 |
| Total fiduciary and related assets | $512,789,000 | 259 |
| Managed Assets ($) | $410,838,000 | 223 |
| Non-managed Assets ($) | $101,951,000 | 230 |
| Memoranda | ||
| Gross Fiduciary activities income | $687,000 | 236 |
| 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 | $1,012,000 | 216 |
| Number of Managed Accounts | $910,000 | 169 |
| Number of Non-Managed Accounts | $102,000 | 361 |
| Total fiduciary and related assets | $530,334,000 | 251 |
| Managed Assets ($) | $416,521,000 | 219 |
| Non-managed Assets ($) | $113,813,000 | 237 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,403,000 | 239 |
| 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 | $962,000 | 207 |
| Number of Managed Accounts | $855,000 | 182 |
| Number of Non-Managed Accounts | $107,000 | 225 |
| Total fiduciary and related assets | $487,347,000 | 260 |
| Managed Assets ($) | $379,370,000 | 236 |
| Non-managed Assets ($) | $107,977,000 | 235 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,717,000 | 256 |
| 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 | $1,045,000 | 201 |
| Number of Managed Accounts | $950,000 | 169 |
| Number of Non-Managed Accounts | $95,000 | 240 |
| Total fiduciary and related assets | $517,704,000 | 256 |
| Managed Assets ($) | $359,344,000 | 244 |
| Non-managed Assets ($) | $158,360,000 | 212 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,084,000 | 269 |
| 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 | $989,000 | 211 |
| Number of Managed Accounts | $857,000 | 186 |
| Number of Non-Managed Accounts | $132,000 | 221 |
| Total fiduciary and related assets | $464,056,000 | 273 |
| Managed Assets ($) | $297,116,000 | 271 |
| Non-managed Assets ($) | $166,940,000 | 206 |
| Memoranda | ||
| Gross Fiduciary activities income | $521,000 | 273 |
| 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 | $826,000 | 266 |
| Number of Managed Accounts | $728,000 | 217 |
| Number of Non-Managed Accounts | $98,000 | 386 |
| Total fiduciary and related assets | $428,338,000 | 282 |
| Managed Assets ($) | $277,622,000 | 280 |
| Non-managed Assets ($) | $150,716,000 | 226 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,727,000 | 298 |
| 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 | $1,191,000 | 310 |
| 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 | $708,000 | 265 |
| Number of Managed Accounts | $663,000 | 218 |
| Number of Non-Managed Accounts | $45,000 | 303 |
| Total fiduciary and related assets | $293,112,000 | 334 |
| Managed Assets ($) | $247,147,000 | 287 |
| Non-managed Assets ($) | $45,965,000 | 290 |
| Memoranda | ||
| Gross Fiduciary activities income | $758,000 | 321 |
| 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 | $679,000 | 270 |
| Number of Managed Accounts | $633,000 | 222 |
| Number of Non-Managed Accounts | $46,000 | 302 |
| Total fiduciary and related assets | $274,604,000 | 341 |
| Managed Assets ($) | $230,005,000 | 294 |
| Non-managed Assets ($) | $44,599,000 | 294 |
| Memoranda | ||
| Gross Fiduciary activities income | $359,000 | 323 |
| 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 | $616,000 | 325 |
| Number of Managed Accounts | $573,000 | 253 |
| Number of Non-Managed Accounts | $43,000 | 632 |
| Total fiduciary and related assets | $236,930,000 | 379 |
| Managed Assets ($) | $195,431,000 | 338 |
| Non-managed Assets ($) | $41,499,000 | 374 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,045,000 | 367 |
| 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 | $742,000 | 383 |
| 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 | $473,000 | 392 |
| 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 | $494,000 | 326 |
| Number of Managed Accounts | $422,000 | 286 |
| Number of Non-Managed Accounts | $72,000 | 289 |
| Total fiduciary and related assets | $196,264,000 | 384 |
| Managed Assets ($) | $166,074,000 | 337 |
| Non-managed Assets ($) | $30,190,000 | 317 |
| Memoranda | ||
| Gross Fiduciary activities income | $226,000 | 403 |
| 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 | $440,000 | 436 |
| Number of Managed Accounts | $403,000 | 340 |
| Number of Non-Managed Accounts | $37,000 | 690 |
| Total fiduciary and related assets | $166,844,000 | 446 |
| Managed Assets ($) | $159,059,000 | 373 |
| Non-managed Assets ($) | $7,785,000 | 713 |
| Memoranda | ||
| Gross Fiduciary activities income | $609,000 | 496 |
| 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 | $403,000 | 547 |
| 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 | $240,000 | 584 |
| 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 | $112,000 | 610 |
| 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 | $318,000 | 547 |
| Number of Managed Accounts | $282,000 | 448 |
| Number of Non-Managed Accounts | $36,000 | 705 |
| Total fiduciary and related assets | $74,625,000 | 650 |
| Managed Assets ($) | $67,735,000 | 567 |
| Non-managed Assets ($) | $6,890,000 | 729 |
| Memoranda | ||
| Gross Fiduciary activities income | $351,000 | 671 |
| 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 | $143,000 | 788 |
| Number of Managed Accounts | $133,000 | 653 |
| Number of Non-Managed Accounts | $10,000 | 973 |
| Total fiduciary and related assets | $48,258,000 | 748 |
| Managed Assets ($) | $44,276,000 | 664 |
| Non-managed Assets ($) | $3,982,000 | 816 |
| Memoranda | ||
| Gross Fiduciary activities income | $82,000 | 1,039 |
| 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 |