Home > North Shore Bank of Commerce > Fiduciary and Related Services
North Shore Bank of Commerce, 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 | $1,999,000 | 141 |
| Number of Managed Accounts | $1,960,000 | 111 |
| Number of Non-Managed Accounts | $39,000 | 426 |
| Total fiduciary and related assets | $798,370,000 | 279 |
| Managed Assets ($) | $752,881,000 | 247 |
| Non-managed Assets ($) | $45,489,000 | 368 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,813,000 | 263 |
| 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 | $2,012,000 | 134 |
| Number of Managed Accounts | $1,972,000 | 108 |
| Number of Non-Managed Accounts | $40,000 | 263 |
| Total fiduciary and related assets | $735,362,000 | 270 |
| Managed Assets ($) | $687,340,000 | 243 |
| Non-managed Assets ($) | $48,022,000 | 273 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,552,000 | 265 |
| 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 | $2,051,000 | 133 |
| Number of Managed Accounts | $2,010,000 | 106 |
| Number of Non-Managed Accounts | $41,000 | 301 |
| Total fiduciary and related assets | $758,779,000 | 275 |
| Managed Assets ($) | $709,102,000 | 245 |
| Non-managed Assets ($) | $49,677,000 | 312 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,342,000 | 263 |
| 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 | $2,090,000 | 139 |
| Number of Managed Accounts | $2,049,000 | 112 |
| Number of Non-Managed Accounts | $41,000 | 271 |
| Total fiduciary and related assets | $740,986,000 | 272 |
| Managed Assets ($) | $691,647,000 | 249 |
| Non-managed Assets ($) | $49,339,000 | 277 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,154,000 | 276 |
| 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 | $2,081,000 | 139 |
| Number of Managed Accounts | $2,041,000 | 109 |
| Number of Non-Managed Accounts | $40,000 | 438 |
| Total fiduciary and related assets | $713,235,000 | 289 |
| Managed Assets ($) | $665,358,000 | 259 |
| Non-managed Assets ($) | $47,877,000 | 357 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,681,000 | 273 |
| 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 | $2,099,000 | 135 |
| Number of Managed Accounts | $2,059,000 | 109 |
| Number of Non-Managed Accounts | $40,000 | 282 |
| Total fiduciary and related assets | $683,238,000 | 280 |
| Managed Assets ($) | $639,072,000 | 255 |
| Non-managed Assets ($) | $44,166,000 | 291 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,508,000 | 276 |
| 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 | $2,077,000 | 122 |
| Number of Managed Accounts | $2,036,000 | 101 |
| Number of Non-Managed Accounts | $41,000 | 288 |
| Total fiduciary and related assets | $712,361,000 | 249 |
| Managed Assets ($) | $665,744,000 | 222 |
| Non-managed Assets ($) | $46,617,000 | 292 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,380,000 | 241 |
| 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 | $2,074,000 | 125 |
| Number of Managed Accounts | $2,029,000 | 104 |
| Number of Non-Managed Accounts | $45,000 | 242 |
| Total fiduciary and related assets | $795,890,000 | 235 |
| Managed Assets ($) | $743,277,000 | 219 |
| Non-managed Assets ($) | $52,613,000 | 251 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,236,000 | 238 |
| 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 | $2,030,000 | 130 |
| Number of Managed Accounts | $1,985,000 | 105 |
| Number of Non-Managed Accounts | $45,000 | 400 |
| Total fiduciary and related assets | $841,497,000 | 242 |
| Managed Assets ($) | $787,179,000 | 215 |
| Non-managed Assets ($) | $54,318,000 | 333 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,897,000 | 239 |
| 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 | $2,022,000 | 130 |
| Number of Managed Accounts | $1,976,000 | 107 |
| Number of Non-Managed Accounts | $46,000 | 242 |
| Total fiduciary and related assets | $798,321,000 | 237 |
| Managed Assets ($) | $743,634,000 | 221 |
| Non-managed Assets ($) | $54,687,000 | 250 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,627,000 | 237 |
| 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 | $2,007,000 | 132 |
| Number of Managed Accounts | $1,960,000 | 109 |
| Number of Non-Managed Accounts | $47,000 | 269 |
| Total fiduciary and related assets | $800,262,000 | 244 |
| Managed Assets ($) | $743,970,000 | 223 |
| Non-managed Assets ($) | $56,292,000 | 286 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,369,000 | 239 |
| 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 | $2,045,000 | 126 |
| Number of Managed Accounts | $1,990,000 | 106 |
| Number of Non-Managed Accounts | $55,000 | 233 |
| Total fiduciary and related assets | $768,548,000 | 238 |
| Managed Assets ($) | $711,038,000 | 222 |
| Non-managed Assets ($) | $57,510,000 | 247 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,163,000 | 238 |
| 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 | $2,053,000 | 129 |
| Number of Managed Accounts | $1,994,000 | 106 |
| Number of Non-Managed Accounts | $59,000 | 347 |
| Total fiduciary and related assets | $743,508,000 | 248 |
| Managed Assets ($) | $684,644,000 | 229 |
| Non-managed Assets ($) | $58,864,000 | 315 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,364,000 | 236 |
| 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 | $2,072,000 | 124 |
| Number of Managed Accounts | $2,013,000 | 105 |
| Number of Non-Managed Accounts | $59,000 | 232 |
| Total fiduciary and related assets | $702,456,000 | 238 |
| Managed Assets ($) | $643,651,000 | 217 |
| Non-managed Assets ($) | $58,805,000 | 240 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,189,000 | 234 |
| 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 | $2,085,000 | 123 |
| Number of Managed Accounts | $2,027,000 | 106 |
| Number of Non-Managed Accounts | $58,000 | 248 |
| Total fiduciary and related assets | $723,395,000 | 238 |
| Managed Assets ($) | $662,254,000 | 213 |
| Non-managed Assets ($) | $61,141,000 | 271 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,097,000 | 235 |
| 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 | $2,057,000 | 124 |
| Number of Managed Accounts | $1,999,000 | 106 |
| Number of Non-Managed Accounts | $58,000 | 232 |
| Total fiduciary and related assets | $660,618,000 | 231 |
| Managed Assets ($) | $605,845,000 | 206 |
| Non-managed Assets ($) | $54,773,000 | 237 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,014,000 | 238 |
| 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 | $2,049,000 | 130 |
| Number of Managed Accounts | $1,990,000 | 109 |
| Number of Non-Managed Accounts | $59,000 | 362 |
| Total fiduciary and related assets | $749,630,000 | 235 |
| Managed Assets ($) | $683,158,000 | 212 |
| Non-managed Assets ($) | $66,472,000 | 293 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,167,000 | 238 |
| 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 | $2,012,000 | 130 |
| Number of Managed Accounts | $1,953,000 | 109 |
| Number of Non-Managed Accounts | $59,000 | 230 |
| Total fiduciary and related assets | $716,219,000 | 232 |
| Managed Assets ($) | $653,091,000 | 209 |
| Non-managed Assets ($) | $63,128,000 | 248 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,062,000 | 241 |
| 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 | $1,980,000 | 133 |
| Number of Managed Accounts | $1,923,000 | 111 |
| Number of Non-Managed Accounts | $57,000 | 246 |
| Total fiduciary and related assets | $716,412,000 | 232 |
| Managed Assets ($) | $655,688,000 | 207 |
| Non-managed Assets ($) | $60,724,000 | 273 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,041,000 | 240 |
| 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 | $1,956,000 | 134 |
| Number of Managed Accounts | $1,900,000 | 113 |
| Number of Non-Managed Accounts | $56,000 | 251 |
| Total fiduciary and related assets | $704,126,000 | 232 |
| Managed Assets ($) | $643,737,000 | 207 |
| Non-managed Assets ($) | $60,389,000 | 274 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,047,000 | 231 |
| 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 | $1,964,000 | 133 |
| Number of Managed Accounts | $1,906,000 | 110 |
| Number of Non-Managed Accounts | $58,000 | 371 |
| Total fiduciary and related assets | $659,866,000 | 237 |
| Managed Assets ($) | $603,780,000 | 210 |
| Non-managed Assets ($) | $56,086,000 | 321 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,005,000 | 241 |
| 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 | $1,957,000 | 130 |
| Number of Managed Accounts | $1,901,000 | 109 |
| Number of Non-Managed Accounts | $56,000 | 253 |
| Total fiduciary and related assets | $719,133,000 | 232 |
| Managed Assets ($) | $658,003,000 | 205 |
| Non-managed Assets ($) | $61,130,000 | 276 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,026,000 | 242 |
| 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 | $1,993,000 | 127 |
| Number of Managed Accounts | $1,936,000 | 107 |
| Number of Non-Managed Accounts | $57,000 | 253 |
| Total fiduciary and related assets | $681,240,000 | 238 |
| Managed Assets ($) | $622,560,000 | 213 |
| Non-managed Assets ($) | $58,680,000 | 279 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,003,000 | 243 |
| 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 | $1,993,000 | 128 |
| Number of Managed Accounts | $1,940,000 | 106 |
| Number of Non-Managed Accounts | $53,000 | 263 |
| Total fiduciary and related assets | $659,162,000 | 247 |
| Managed Assets ($) | $601,059,000 | 214 |
| Non-managed Assets ($) | $58,103,000 | 278 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,005,000 | 242 |
| 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 | $1,925,000 | 132 |
| Number of Managed Accounts | $1,869,000 | 107 |
| Number of Non-Managed Accounts | $56,000 | 389 |
| Total fiduciary and related assets | $672,012,000 | 239 |
| Managed Assets ($) | $612,499,000 | 213 |
| Non-managed Assets ($) | $59,513,000 | 310 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,706,000 | 246 |
| 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 | $1,875,000 | 133 |
| Number of Managed Accounts | $1,821,000 | 109 |
| Number of Non-Managed Accounts | $54,000 | 255 |
| Total fiduciary and related assets | $661,308,000 | 239 |
| Managed Assets ($) | $600,104,000 | 213 |
| Non-managed Assets ($) | $61,204,000 | 264 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,754,000 | 247 |
| 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 | $1,841,000 | 133 |
| Number of Managed Accounts | $1,787,000 | 107 |
| Number of Non-Managed Accounts | $54,000 | 258 |
| Total fiduciary and related assets | $646,311,000 | 236 |
| Managed Assets ($) | $584,027,000 | 213 |
| Non-managed Assets ($) | $62,284,000 | 260 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,837,000 | 244 |
| 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 | $1,882,000 | 129 |
| Number of Managed Accounts | $1,827,000 | 100 |
| Number of Non-Managed Accounts | $55,000 | 259 |
| Total fiduciary and related assets | $633,630,000 | 238 |
| Managed Assets ($) | $567,288,000 | 218 |
| Non-managed Assets ($) | $66,342,000 | 256 |
| Memoranda | ||
| Gross Fiduciary activities income | $923,000 | 242 |
| 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 | $1,839,000 | 133 |
| Number of Managed Accounts | $1,785,000 | 103 |
| Number of Non-Managed Accounts | $54,000 | 414 |
| Total fiduciary and related assets | $596,295,000 | 242 |
| Managed Assets ($) | $536,825,000 | 221 |
| Non-managed Assets ($) | $59,470,000 | 300 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,216,000 | 256 |
| 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 | $1,791,000 | 131 |
| Number of Managed Accounts | $1,739,000 | 102 |
| Number of Non-Managed Accounts | $52,000 | 269 |
| Total fiduciary and related assets | $582,084,000 | 251 |
| Managed Assets ($) | $522,757,000 | 224 |
| Non-managed Assets ($) | $59,327,000 | 267 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,392,000 | 261 |
| 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 | $1,780,000 | 132 |
| Number of Managed Accounts | $1,728,000 | 103 |
| Number of Non-Managed Accounts | $52,000 | 268 |
| Total fiduciary and related assets | $563,048,000 | 256 |
| Managed Assets ($) | $506,685,000 | 228 |
| Non-managed Assets ($) | $56,363,000 | 273 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,549,000 | 265 |
| 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 | $1,746,000 | 134 |
| Number of Managed Accounts | $1,693,000 | 106 |
| Number of Non-Managed Accounts | $53,000 | 264 |
| Total fiduciary and related assets | $549,447,000 | 256 |
| Managed Assets ($) | $493,235,000 | 230 |
| Non-managed Assets ($) | $56,212,000 | 270 |
| Memoranda | ||
| Gross Fiduciary activities income | $761,000 | 266 |
| 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 | $1,732,000 | 136 |
| Number of Managed Accounts | $1,677,000 | 105 |
| Number of Non-Managed Accounts | $55,000 | 416 |
| Total fiduciary and related assets | $539,501,000 | 259 |
| Managed Assets ($) | $483,376,000 | 233 |
| Non-managed Assets ($) | $56,125,000 | 305 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,026,000 | 267 |
| 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 | $1,701,000 | 135 |
| Number of Managed Accounts | $1,646,000 | 109 |
| Number of Non-Managed Accounts | $55,000 | 258 |
| Total fiduciary and related assets | $522,982,000 | 261 |
| Managed Assets ($) | $469,010,000 | 231 |
| Non-managed Assets ($) | $53,972,000 | 276 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,255,000 | 268 |
| 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 | $1,703,000 | 139 |
| Number of Managed Accounts | $1,641,000 | 112 |
| Number of Non-Managed Accounts | $62,000 | 249 |
| Total fiduciary and related assets | $544,658,000 | 263 |
| Managed Assets ($) | $481,071,000 | 235 |
| Non-managed Assets ($) | $63,587,000 | 261 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,465,000 | 277 |
| 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 | $1,665,000 | 141 |
| Number of Managed Accounts | $1,604,000 | 113 |
| Number of Non-Managed Accounts | $61,000 | 253 |
| Total fiduciary and related assets | $551,327,000 | 264 |
| Managed Assets ($) | $486,852,000 | 236 |
| Non-managed Assets ($) | $64,475,000 | 265 |
| Memoranda | ||
| Gross Fiduciary activities income | $751,000 | 275 |
| 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 | $1,628,000 | 142 |
| Number of Managed Accounts | $1,565,000 | 111 |
| Number of Non-Managed Accounts | $63,000 | 402 |
| Total fiduciary and related assets | $559,447,000 | 263 |
| Managed Assets ($) | $475,475,000 | 239 |
| Non-managed Assets ($) | $83,972,000 | 258 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,760,000 | 282 |
| 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 | $1,589,000 | 143 |
| Number of Managed Accounts | $1,526,000 | 114 |
| Number of Non-Managed Accounts | $63,000 | 253 |
| Total fiduciary and related assets | $556,638,000 | 259 |
| Managed Assets ($) | $471,563,000 | 237 |
| Non-managed Assets ($) | $85,075,000 | 243 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,081,000 | 283 |
| 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 | $1,553,000 | 145 |
| Number of Managed Accounts | $1,489,000 | 115 |
| Number of Non-Managed Accounts | $64,000 | 247 |
| Total fiduciary and related assets | $579,209,000 | 251 |
| Managed Assets ($) | $487,761,000 | 236 |
| Non-managed Assets ($) | $91,448,000 | 238 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,371,000 | 282 |
| 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 | $1,543,000 | 145 |
| Number of Managed Accounts | $1,476,000 | 114 |
| Number of Non-Managed Accounts | $67,000 | 242 |
| Total fiduciary and related assets | $533,177,000 | 258 |
| Managed Assets ($) | $440,676,000 | 241 |
| Non-managed Assets ($) | $92,501,000 | 234 |
| Memoranda | ||
| Gross Fiduciary activities income | $688,000 | 281 |
| 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 | $1,501,000 | 153 |
| Number of Managed Accounts | $1,434,000 | 116 |
| Number of Non-Managed Accounts | $67,000 | 392 |
| Total fiduciary and related assets | $517,912,000 | 263 |
| Managed Assets ($) | $426,133,000 | 242 |
| Non-managed Assets ($) | $91,779,000 | 247 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,376,000 | 295 |
| 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 | $1,463,000 | 148 |
| Number of Managed Accounts | $1,395,000 | 116 |
| Number of Non-Managed Accounts | $68,000 | 237 |
| Total fiduciary and related assets | $489,824,000 | 263 |
| Managed Assets ($) | $401,821,000 | 244 |
| Non-managed Assets ($) | $88,003,000 | 233 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,781,000 | 292 |
| 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 | $1,477,000 | 144 |
| Number of Managed Accounts | $1,402,000 | 115 |
| Number of Non-Managed Accounts | $75,000 | 231 |
| Total fiduciary and related assets | $483,385,000 | 258 |
| Managed Assets ($) | $399,502,000 | 235 |
| Non-managed Assets ($) | $83,883,000 | 237 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,166,000 | 297 |
| 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 | $1,441,000 | 152 |
| Number of Managed Accounts | $1,367,000 | 117 |
| Number of Non-Managed Accounts | $74,000 | 235 |
| Total fiduciary and related assets | $474,890,000 | 259 |
| Managed Assets ($) | $391,375,000 | 236 |
| Non-managed Assets ($) | $83,515,000 | 239 |
| Memoranda | ||
| Gross Fiduciary activities income | $586,000 | 293 |
| 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 | $1,397,000 | 161 |
| Number of Managed Accounts | $1,322,000 | 124 |
| Number of Non-Managed Accounts | $75,000 | 379 |
| Total fiduciary and related assets | $447,184,000 | 267 |
| Managed Assets ($) | $373,048,000 | 241 |
| Non-managed Assets ($) | $74,136,000 | 272 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,111,000 | 303 |
| 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 | $1,397,000 | 153 |
| Number of Managed Accounts | $1,324,000 | 121 |
| Number of Non-Managed Accounts | $73,000 | 227 |
| Total fiduciary and related assets | $441,116,000 | 270 |
| Managed Assets ($) | $367,343,000 | 239 |
| Non-managed Assets ($) | $73,773,000 | 243 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,607,000 | 296 |
| 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 | $1,383,000 | 152 |
| Number of Managed Accounts | $1,310,000 | 120 |
| Number of Non-Managed Accounts | $73,000 | 222 |
| Total fiduciary and related assets | $423,059,000 | 269 |
| Managed Assets ($) | $350,924,000 | 236 |
| Non-managed Assets ($) | $72,135,000 | 240 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,083,000 | 298 |
| 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 | $1,364,000 | 152 |
| Number of Managed Accounts | $1,291,000 | 123 |
| Number of Non-Managed Accounts | $73,000 | 222 |
| Total fiduciary and related assets | $430,613,000 | 267 |
| Managed Assets ($) | $356,229,000 | 236 |
| Non-managed Assets ($) | $74,384,000 | 230 |
| Memoranda | ||
| Gross Fiduciary activities income | $536,000 | 301 |
| 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 | $1,339,000 | 160 |
| Number of Managed Accounts | $1,266,000 | 124 |
| Number of Non-Managed Accounts | $73,000 | 388 |
| Total fiduciary and related assets | $402,485,000 | 275 |
| Managed Assets ($) | $331,800,000 | 243 |
| Non-managed Assets ($) | $70,685,000 | 265 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,959,000 | 269 |
| 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 | $1,336,000 | 155 |
| Number of Managed Accounts | $1,263,000 | 126 |
| Number of Non-Managed Accounts | $73,000 | 223 |
| Total fiduciary and related assets | $383,195,000 | 269 |
| Managed Assets ($) | $314,736,000 | 244 |
| Non-managed Assets ($) | $68,459,000 | 232 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,466,000 | 268 |
| 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 | $1,343,000 | 157 |
| Number of Managed Accounts | $1,268,000 | 127 |
| Number of Non-Managed Accounts | $75,000 | 225 |
| Total fiduciary and related assets | $402,244,000 | 271 |
| Managed Assets ($) | $328,296,000 | 250 |
| Non-managed Assets ($) | $73,948,000 | 232 |
| Memoranda | ||
| Gross Fiduciary activities income | $970,000 | 276 |
| 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 | $1,327,000 | 153 |
| Number of Managed Accounts | $1,254,000 | 123 |
| Number of Non-Managed Accounts | $73,000 | 232 |
| Total fiduciary and related assets | $409,996,000 | 270 |
| Managed Assets ($) | $330,579,000 | 249 |
| Non-managed Assets ($) | $79,417,000 | 225 |
| Memoranda | ||
| Gross Fiduciary activities income | $445,000 | 290 |
| 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 | $1,309,000 | 169 |
| Number of Managed Accounts | $1,235,000 | 128 |
| Number of Non-Managed Accounts | $74,000 | 404 |
| Total fiduciary and related assets | $393,956,000 | 273 |
| Managed Assets ($) | $317,339,000 | 250 |
| Non-managed Assets ($) | $76,617,000 | 255 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,652,000 | 298 |
| 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 | $1,292,000 | 158 |
| Number of Managed Accounts | $1,215,000 | 126 |
| Number of Non-Managed Accounts | $77,000 | 225 |
| Total fiduciary and related assets | $371,917,000 | 267 |
| Managed Assets ($) | $298,790,000 | 252 |
| Non-managed Assets ($) | $73,127,000 | 230 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,228,000 | 293 |
| 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 | $1,293,000 | 158 |
| Number of Managed Accounts | $1,214,000 | 123 |
| Number of Non-Managed Accounts | $79,000 | 226 |
| Total fiduciary and related assets | $349,570,000 | 269 |
| Managed Assets ($) | $279,387,000 | 256 |
| Non-managed Assets ($) | $70,183,000 | 238 |
| Memoranda | ||
| Gross Fiduciary activities income | $813,000 | 296 |
| 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 | $1,295,000 | 159 |
| Number of Managed Accounts | $1,217,000 | 125 |
| Number of Non-Managed Accounts | $78,000 | 226 |
| Total fiduciary and related assets | $361,637,000 | 269 |
| Managed Assets ($) | $288,308,000 | 262 |
| Non-managed Assets ($) | $73,329,000 | 241 |
| Memoranda | ||
| Gross Fiduciary activities income | $403,000 | 298 |
| 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 | $1,275,000 | 173 |
| Number of Managed Accounts | $1,193,000 | 132 |
| Number of Non-Managed Accounts | $82,000 | 390 |
| Total fiduciary and related assets | $348,097,000 | 275 |
| Managed Assets ($) | $278,166,000 | 264 |
| Non-managed Assets ($) | $69,931,000 | 271 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,504,000 | 303 |
| 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 | $1,266,000 | 162 |
| Number of Managed Accounts | $1,165,000 | 128 |
| Number of Non-Managed Accounts | $101,000 | 211 |
| Total fiduciary and related assets | $343,054,000 | 278 |
| Managed Assets ($) | $275,049,000 | 262 |
| Non-managed Assets ($) | $68,005,000 | 228 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,098,000 | 302 |
| 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 | $1,256,000 | 167 |
| Number of Managed Accounts | $1,153,000 | 136 |
| Number of Non-Managed Accounts | $103,000 | 215 |
| Total fiduciary and related assets | $316,338,000 | 283 |
| Managed Assets ($) | $255,903,000 | 263 |
| Non-managed Assets ($) | $60,435,000 | 231 |
| Memoranda | ||
| Gross Fiduciary activities income | $716,000 | 312 |
| 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 | $1,257,000 | 165 |
| Number of Managed Accounts | $1,154,000 | 136 |
| Number of Non-Managed Accounts | $103,000 | 212 |
| Total fiduciary and related assets | $298,535,000 | 291 |
| Managed Assets ($) | $241,760,000 | 270 |
| Non-managed Assets ($) | $56,775,000 | 229 |
| Memoranda | ||
| Gross Fiduciary activities income | $350,000 | 308 |
| 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 | $1,243,000 | 182 |
| Number of Managed Accounts | $1,141,000 | 139 |
| Number of Non-Managed Accounts | $102,000 | 354 |
| Total fiduciary and related assets | $307,947,000 | 295 |
| Managed Assets ($) | $247,906,000 | 275 |
| Non-managed Assets ($) | $60,041,000 | 278 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,539,000 | 310 |
| 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 | $1,242,000 | 169 |
| Number of Managed Accounts | $1,141,000 | 136 |
| Number of Non-Managed Accounts | $101,000 | 219 |
| Total fiduciary and related assets | $334,244,000 | 292 |
| Managed Assets ($) | $264,157,000 | 272 |
| Non-managed Assets ($) | $70,087,000 | 238 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,196,000 | 310 |
| 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 | $1,206,000 | 180 |
| Number of Managed Accounts | $1,106,000 | 141 |
| Number of Non-Managed Accounts | $100,000 | 225 |
| Total fiduciary and related assets | $346,489,000 | 296 |
| Managed Assets ($) | $267,205,000 | 279 |
| Non-managed Assets ($) | $79,284,000 | 240 |
| Memoranda | ||
| Gross Fiduciary activities income | $803,000 | 319 |
| 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 | $1,206,000 | 179 |
| Number of Managed Accounts | $1,107,000 | 141 |
| Number of Non-Managed Accounts | $99,000 | 225 |
| Total fiduciary and related assets | $348,019,000 | 306 |
| Managed Assets ($) | $271,085,000 | 281 |
| Non-managed Assets ($) | $76,934,000 | 246 |
| Memoranda | ||
| Gross Fiduciary activities income | $394,000 | 318 |
| 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 | $1,180,000 | 194 |
| Number of Managed Accounts | $1,082,000 | 147 |
| Number of Non-Managed Accounts | $98,000 | 363 |
| Total fiduciary and related assets | $362,503,000 | 304 |
| Managed Assets ($) | $281,079,000 | 280 |
| Non-managed Assets ($) | $81,424,000 | 271 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,670,000 | 310 |
| 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 | $1,164,000 | 181 |
| Number of Managed Accounts | $1,068,000 | 147 |
| Number of Non-Managed Accounts | $96,000 | 220 |
| Total fiduciary and related assets | $364,885,000 | 303 |
| Managed Assets ($) | $282,773,000 | 279 |
| Non-managed Assets ($) | $82,112,000 | 237 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,269,000 | 302 |
| 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 | $1,151,000 | 183 |
| Number of Managed Accounts | $1,055,000 | 147 |
| Number of Non-Managed Accounts | $96,000 | 227 |
| Total fiduciary and related assets | $356,957,000 | 312 |
| Managed Assets ($) | $275,769,000 | 289 |
| Non-managed Assets ($) | $81,188,000 | 245 |
| Memoranda | ||
| Gross Fiduciary activities income | $860,000 | 306 |
| 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 | $1,152,000 | 181 |
| Number of Managed Accounts | $1,057,000 | 145 |
| Number of Non-Managed Accounts | $95,000 | 235 |
| Total fiduciary and related assets | $354,501,000 | 308 |
| Managed Assets ($) | $275,069,000 | 284 |
| Non-managed Assets ($) | $79,432,000 | 247 |
| Memoranda | ||
| Gross Fiduciary activities income | $418,000 | 315 |
| 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 | $1,129,000 | 200 |
| Number of Managed Accounts | $1,039,000 | 153 |
| Number of Non-Managed Accounts | $90,000 | 392 |
| Total fiduciary and related assets | $349,389,000 | 311 |
| Managed Assets ($) | $266,460,000 | 289 |
| Non-managed Assets ($) | $82,929,000 | 270 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,568,000 | 315 |
| 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 | $1,112,000 | 190 |
| Number of Managed Accounts | $1,032,000 | 153 |
| Number of Non-Managed Accounts | $80,000 | 246 |
| Total fiduciary and related assets | $339,158,000 | 314 |
| Managed Assets ($) | $257,622,000 | 289 |
| Non-managed Assets ($) | $81,536,000 | 244 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,161,000 | 317 |
| 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 | $1,116,000 | 191 |
| Number of Managed Accounts | $1,034,000 | 157 |
| Number of Non-Managed Accounts | $82,000 | 254 |
| Total fiduciary and related assets | $326,127,000 | 322 |
| Managed Assets ($) | $245,509,000 | 298 |
| Non-managed Assets ($) | $80,618,000 | 251 |
| Memoranda | ||
| Gross Fiduciary activities income | $766,000 | 324 |
| 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 | $1,139,000 | 188 |
| Number of Managed Accounts | $1,056,000 | 156 |
| Number of Non-Managed Accounts | $83,000 | 259 |
| Total fiduciary and related assets | $321,834,000 | 324 |
| Managed Assets ($) | $241,548,000 | 297 |
| Non-managed Assets ($) | $80,286,000 | 254 |
| Memoranda | ||
| Gross Fiduciary activities income | $380,000 | 322 |
| 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 | $1,111,000 | 201 |
| Number of Managed Accounts | $1,027,000 | 159 |
| Number of Non-Managed Accounts | $84,000 | 431 |
| Total fiduciary and related assets | $312,663,000 | 331 |
| Managed Assets ($) | $235,918,000 | 306 |
| Non-managed Assets ($) | $76,745,000 | 282 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,447,000 | 330 |
| 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 | $1,110,000 | 182 |
| Number of Managed Accounts | $1,025,000 | 152 |
| Number of Non-Managed Accounts | $85,000 | 255 |
| Total fiduciary and related assets | $310,365,000 | 326 |
| Managed Assets ($) | $229,405,000 | 293 |
| Non-managed Assets ($) | $80,960,000 | 245 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,075,000 | 327 |
| 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 | $1,074,000 | 189 |
| Number of Managed Accounts | $988,000 | 156 |
| Number of Non-Managed Accounts | $86,000 | 254 |
| Total fiduciary and related assets | $302,403,000 | 329 |
| Managed Assets ($) | $224,164,000 | 299 |
| Non-managed Assets ($) | $78,239,000 | 249 |
| Memoranda | ||
| Gross Fiduciary activities income | $704,000 | 330 |
| 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 | $1,066,000 | 192 |
| Number of Managed Accounts | $979,000 | 157 |
| Number of Non-Managed Accounts | $87,000 | 257 |
| Total fiduciary and related assets | $296,668,000 | 332 |
| Managed Assets ($) | $218,736,000 | 301 |
| Non-managed Assets ($) | $77,932,000 | 251 |
| Memoranda | ||
| Gross Fiduciary activities income | $341,000 | 327 |
| 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 | $1,050,000 | 206 |
| Number of Managed Accounts | $964,000 | 160 |
| Number of Non-Managed Accounts | $86,000 | 441 |
| Total fiduciary and related assets | $293,448,000 | 338 |
| Managed Assets ($) | $216,401,000 | 317 |
| Non-managed Assets ($) | $77,047,000 | 284 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,271,000 | 330 |
| 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 | $1,036,000 | 196 |
| Number of Managed Accounts | $950,000 | 160 |
| Number of Non-Managed Accounts | $86,000 | 262 |
| Total fiduciary and related assets | $281,102,000 | 338 |
| Managed Assets ($) | $208,496,000 | 307 |
| Non-managed Assets ($) | $72,606,000 | 258 |
| Memoranda | ||
| Gross Fiduciary activities income | $933,000 | 340 |
| 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 | $1,036,000 | 198 |
| Number of Managed Accounts | $951,000 | 161 |
| Number of Non-Managed Accounts | $85,000 | 273 |
| Total fiduciary and related assets | $276,894,000 | 342 |
| Managed Assets ($) | $204,758,000 | 311 |
| Non-managed Assets ($) | $72,136,000 | 262 |
| Memoranda | ||
| Gross Fiduciary activities income | $620,000 | 342 |
| 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 | $1,028,000 | 200 |
| Number of Managed Accounts | $942,000 | 164 |
| Number of Non-Managed Accounts | $86,000 | 274 |
| Total fiduciary and related assets | $271,571,000 | 348 |
| Managed Assets ($) | $202,717,000 | 318 |
| Non-managed Assets ($) | $68,854,000 | 271 |
| Memoranda | ||
| Gross Fiduciary activities income | $308,000 | 346 |
| 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 | $1,001,000 | 235 |
| Number of Managed Accounts | $910,000 | 181 |
| Number of Non-Managed Accounts | $91,000 | 457 |
| Total fiduciary and related assets | $260,519,000 | 367 |
| Managed Assets ($) | $195,078,000 | 339 |
| Non-managed Assets ($) | $65,441,000 | 316 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,107,000 | 362 |
| 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 | $975,000 | 221 |
| Number of Managed Accounts | $885,000 | 181 |
| Number of Non-Managed Accounts | $90,000 | 283 |
| Total fiduciary and related assets | $248,776,000 | 360 |
| Managed Assets ($) | $187,080,000 | 320 |
| Non-managed Assets ($) | $61,696,000 | 281 |
| Memoranda | ||
| Gross Fiduciary activities income | $824,000 | 374 |
| 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 | $948,000 | 232 |
| Number of Managed Accounts | $857,000 | 186 |
| Number of Non-Managed Accounts | $91,000 | 284 |
| Total fiduciary and related assets | $237,451,000 | 366 |
| Managed Assets ($) | $176,582,000 | 328 |
| Non-managed Assets ($) | $60,869,000 | 290 |
| Memoranda | ||
| Gross Fiduciary activities income | $536,000 | 382 |
| 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 | $921,000 | 243 |
| Number of Managed Accounts | $832,000 | 193 |
| Number of Non-Managed Accounts | $89,000 | 292 |
| Total fiduciary and related assets | $225,572,000 | 373 |
| Managed Assets ($) | $167,852,000 | 340 |
| Non-managed Assets ($) | $57,720,000 | 292 |
| Memoranda | ||
| Gross Fiduciary activities income | $257,000 | 393 |
| 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 | $906,000 | 274 |
| Number of Managed Accounts | $820,000 | 208 |
| Number of Non-Managed Accounts | $86,000 | 463 |
| Total fiduciary and related assets | $222,772,000 | 390 |
| Managed Assets ($) | $166,355,000 | 371 |
| Non-managed Assets ($) | $56,417,000 | 338 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,016,000 | 403 |
| 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 | $821,000 | 273 |
| Number of Managed Accounts | $723,000 | 218 |
| Number of Non-Managed Accounts | $98,000 | 414 |
| Total fiduciary and related assets | $325,171,000 | 306 |
| Managed Assets ($) | $147,060,000 | 381 |
| Non-managed Assets ($) | $178,111,000 | 197 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,036,000 | 414 |
| 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 | $989,000 | 424 |
| 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 | $820,000 | 508 |
| 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 | $675,000 | 548 |
| 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 | $457,000 | 680 |
| 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 | $264,000 | 904 |
| 1995-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1994-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1993-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1992-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |