Home > Northern Michigan Bank & Trust > Fiduciary and Related Services
Northern Michigan Bank & Trust, Fiduciary and Related Services
| 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 | $321,000 | 353 |
| Number of Managed Accounts | $245,000 | 344 |
| Number of Non-Managed Accounts | $76,000 | 222 |
| Total fiduciary and related assets | $263,130,000 | 375 |
| Managed Assets ($) | $196,268,000 | 353 |
| Non-managed Assets ($) | $66,862,000 | 257 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,112,000 | 392 |
| 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 | $314,000 | 355 |
| Number of Managed Accounts | $242,000 | 345 |
| Number of Non-Managed Accounts | $72,000 | 227 |
| Total fiduciary and related assets | $250,491,000 | 380 |
| Managed Assets ($) | $186,966,000 | 354 |
| Non-managed Assets ($) | $63,525,000 | 258 |
| Memoranda | ||
| Gross Fiduciary activities income | $730,000 | 393 |
| 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 | $315,000 | 355 |
| Number of Managed Accounts | $244,000 | 346 |
| Number of Non-Managed Accounts | $71,000 | 227 |
| Total fiduciary and related assets | $248,143,000 | 384 |
| Managed Assets ($) | $179,809,000 | 359 |
| Non-managed Assets ($) | $68,334,000 | 254 |
| Memoranda | ||
| Gross Fiduciary activities income | $362,000 | 396 |
| 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 | $314,000 | 437 |
| Number of Managed Accounts | $244,000 | 425 |
| Number of Non-Managed Accounts | $70,000 | 349 |
| Total fiduciary and related assets | $234,361,000 | 401 |
| Managed Assets ($) | $170,620,000 | 401 |
| Non-managed Assets ($) | $63,741,000 | 291 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,151,000 | 435 |
| 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 | $305,000 | 362 |
| Number of Managed Accounts | $235,000 | 346 |
| Number of Non-Managed Accounts | $70,000 | 235 |
| Total fiduciary and related assets | $224,983,000 | 381 |
| Managed Assets ($) | $162,051,000 | 361 |
| Non-managed Assets ($) | $62,932,000 | 262 |
| Memoranda | ||
| Gross Fiduciary activities income | $776,000 | 449 |
| 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 | $306,000 | 361 |
| Number of Managed Accounts | $235,000 | 348 |
| Number of Non-Managed Accounts | $71,000 | 233 |
| Total fiduciary and related assets | $222,992,000 | 385 |
| Managed Assets ($) | $158,616,000 | 363 |
| Non-managed Assets ($) | $64,376,000 | 260 |
| Memoranda | ||
| Gross Fiduciary activities income | $661,000 | 415 |
| 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 | $312,000 | 362 |
| Number of Managed Accounts | $241,000 | 348 |
| Number of Non-Managed Accounts | $71,000 | 234 |
| Total fiduciary and related assets | $222,509,000 | 383 |
| Managed Assets ($) | $162,663,000 | 362 |
| Non-managed Assets ($) | $59,846,000 | 265 |
| Memoranda | ||
| Gross Fiduciary activities income | $327,000 | 414 |
| 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 | $309,000 | 456 |
| Number of Managed Accounts | $237,000 | 435 |
| Number of Non-Managed Accounts | $72,000 | 349 |
| Total fiduciary and related assets | $225,917,000 | 406 |
| Managed Assets ($) | $162,609,000 | 400 |
| Non-managed Assets ($) | $63,308,000 | 285 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,419,000 | 400 |
| 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 | $314,000 | 361 |
| Number of Managed Accounts | $241,000 | 346 |
| Number of Non-Managed Accounts | $73,000 | 228 |
| Total fiduciary and related assets | $226,084,000 | 386 |
| Managed Assets ($) | $162,708,000 | 361 |
| Non-managed Assets ($) | $63,376,000 | 260 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,089,000 | 395 |
| 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 | $307,000 | 364 |
| Number of Managed Accounts | $236,000 | 350 |
| Number of Non-Managed Accounts | $71,000 | 234 |
| Total fiduciary and related assets | $244,802,000 | 385 |
| Managed Assets ($) | $177,827,000 | 358 |
| Non-managed Assets ($) | $66,975,000 | 259 |
| Memoranda | ||
| Gross Fiduciary activities income | $736,000 | 397 |
| 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 | $310,000 | 367 |
| Number of Managed Accounts | $240,000 | 347 |
| Number of Non-Managed Accounts | $70,000 | 241 |
| Total fiduciary and related assets | $251,870,000 | 385 |
| Managed Assets ($) | $183,969,000 | 359 |
| Non-managed Assets ($) | $67,901,000 | 261 |
| Memoranda | ||
| Gross Fiduciary activities income | $369,000 | 399 |
| 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 | $306,000 | 477 |
| Number of Managed Accounts | $237,000 | 438 |
| Number of Non-Managed Accounts | $69,000 | 384 |
| Total fiduciary and related assets | $247,878,000 | 393 |
| Managed Assets ($) | $169,697,000 | 397 |
| Non-managed Assets ($) | $78,181,000 | 265 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,431,000 | 402 |
| 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 | $305,000 | 373 |
| Number of Managed Accounts | $234,000 | 353 |
| Number of Non-Managed Accounts | $71,000 | 238 |
| Total fiduciary and related assets | $244,151,000 | 383 |
| Managed Assets ($) | $164,617,000 | 361 |
| Non-managed Assets ($) | $79,534,000 | 249 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,067,000 | 403 |
| 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 | $295,000 | 375 |
| Number of Managed Accounts | $228,000 | 353 |
| Number of Non-Managed Accounts | $67,000 | 242 |
| Total fiduciary and related assets | $240,549,000 | 385 |
| Managed Assets ($) | $163,746,000 | 361 |
| Non-managed Assets ($) | $76,803,000 | 248 |
| Memoranda | ||
| Gross Fiduciary activities income | $710,000 | 402 |
| 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 | $301,000 | 376 |
| Number of Managed Accounts | $232,000 | 352 |
| Number of Non-Managed Accounts | $69,000 | 240 |
| Total fiduciary and related assets | $238,962,000 | 388 |
| Managed Assets ($) | $161,419,000 | 365 |
| Non-managed Assets ($) | $77,543,000 | 246 |
| Memoranda | ||
| Gross Fiduciary activities income | $355,000 | 403 |
| 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 | $303,000 | 484 |
| Number of Managed Accounts | $233,000 | 439 |
| Number of Non-Managed Accounts | $70,000 | 387 |
| Total fiduciary and related assets | $236,626,000 | 394 |
| Managed Assets ($) | $159,682,000 | 400 |
| Non-managed Assets ($) | $76,944,000 | 268 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,358,000 | 399 |
| 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 | $303,000 | 355 |
| Number of Managed Accounts | $231,000 | 336 |
| Number of Non-Managed Accounts | $72,000 | 232 |
| Total fiduciary and related assets | $228,603,000 | 366 |
| Managed Assets ($) | $153,134,000 | 348 |
| Non-managed Assets ($) | $75,469,000 | 243 |
| Memoranda | ||
| Gross Fiduciary activities income | $993,000 | 399 |
| 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 | $305,000 | 354 |
| Number of Managed Accounts | $233,000 | 336 |
| Number of Non-Managed Accounts | $72,000 | 235 |
| Total fiduciary and related assets | $208,016,000 | 370 |
| Managed Assets ($) | $134,161,000 | 350 |
| Non-managed Assets ($) | $73,855,000 | 246 |
| Memoranda | ||
| Gross Fiduciary activities income | $666,000 | 399 |
| 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 | $312,000 | 355 |
| Number of Managed Accounts | $238,000 | 337 |
| Number of Non-Managed Accounts | $74,000 | 235 |
| Total fiduciary and related assets | $209,158,000 | 371 |
| Managed Assets ($) | $135,434,000 | 351 |
| Non-managed Assets ($) | $73,724,000 | 249 |
| Memoranda | ||
| Gross Fiduciary activities income | $332,000 | 396 |
| 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 | $312,000 | 476 |
| Number of Managed Accounts | $238,000 | 437 |
| Number of Non-Managed Accounts | $74,000 | 381 |
| Total fiduciary and related assets | $204,861,000 | 407 |
| Managed Assets ($) | $133,364,000 | 417 |
| Non-managed Assets ($) | $71,497,000 | 279 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,251,000 | 400 |
| 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 | $303,000 | 344 |
| Number of Managed Accounts | $231,000 | 328 |
| Number of Non-Managed Accounts | $72,000 | 228 |
| Total fiduciary and related assets | $196,526,000 | 358 |
| Managed Assets ($) | $131,193,000 | 340 |
| Non-managed Assets ($) | $65,333,000 | 250 |
| Memoranda | ||
| Gross Fiduciary activities income | $918,000 | 401 |
| 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 | $300,000 | 343 |
| Number of Managed Accounts | $229,000 | 323 |
| Number of Non-Managed Accounts | $71,000 | 227 |
| Total fiduciary and related assets | $188,838,000 | 357 |
| Managed Assets ($) | $125,779,000 | 337 |
| Non-managed Assets ($) | $63,059,000 | 249 |
| Memoranda | ||
| Gross Fiduciary activities income | $609,000 | 402 |
| 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 | $294,000 | 342 |
| Number of Managed Accounts | $223,000 | 322 |
| Number of Non-Managed Accounts | $71,000 | 227 |
| Total fiduciary and related assets | $186,552,000 | 358 |
| Managed Assets ($) | $122,648,000 | 339 |
| Non-managed Assets ($) | $63,904,000 | 243 |
| Memoranda | ||
| Gross Fiduciary activities income | $294,000 | 409 |
| 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 | $291,000 | 488 |
| Number of Managed Accounts | $220,000 | 453 |
| Number of Non-Managed Accounts | $71,000 | 395 |
| Total fiduciary and related assets | $176,456,000 | 418 |
| Managed Assets ($) | $115,442,000 | 440 |
| Non-managed Assets ($) | $61,014,000 | 287 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,160,000 | 368 |
| 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 | $280,000 | 348 |
| Number of Managed Accounts | $211,000 | 328 |
| Number of Non-Managed Accounts | $69,000 | 234 |
| Total fiduciary and related assets | $164,393,000 | 356 |
| Managed Assets ($) | $105,808,000 | 335 |
| Non-managed Assets ($) | $58,585,000 | 245 |
| Memoranda | ||
| Gross Fiduciary activities income | $877,000 | 362 |
| 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 | $279,000 | 354 |
| Number of Managed Accounts | $206,000 | 333 |
| Number of Non-Managed Accounts | $73,000 | 228 |
| Total fiduciary and related assets | $176,757,000 | 362 |
| Managed Assets ($) | $112,857,000 | 339 |
| Non-managed Assets ($) | $63,900,000 | 245 |
| Memoranda | ||
| Gross Fiduciary activities income | $591,000 | 365 |
| 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 | $280,000 | 357 |
| Number of Managed Accounts | $206,000 | 339 |
| Number of Non-Managed Accounts | $74,000 | 229 |
| Total fiduciary and related assets | $174,634,000 | 367 |
| Managed Assets ($) | $110,456,000 | 344 |
| Non-managed Assets ($) | $64,178,000 | 244 |
| Memoranda | ||
| Gross Fiduciary activities income | $291,000 | 370 |
| 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 | $278,000 | 523 |
| Number of Managed Accounts | $207,000 | 486 |
| Number of Non-Managed Accounts | $71,000 | 415 |
| Total fiduciary and related assets | $170,772,000 | 443 |
| Managed Assets ($) | $108,298,000 | 461 |
| Non-managed Assets ($) | $62,474,000 | 284 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,065,000 | 384 |
| 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 | $0 | 412 |
| Number of Managed Accounts | $0 | 393 |
| Number of Non-Managed Accounts | $0 | 391 |
| Total fiduciary and related assets | $0 | 411 |
| Managed Assets ($) | $0 | 394 |
| Non-managed Assets ($) | $0 | 389 |
| Memoranda | ||
| Gross Fiduciary activities income | $782,000 | 387 |
| 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 | $0 | 414 |
| Number of Managed Accounts | $0 | 393 |
| Number of Non-Managed Accounts | $0 | 394 |
| Total fiduciary and related assets | $0 | 413 |
| Managed Assets ($) | $0 | 394 |
| Non-managed Assets ($) | $0 | 392 |
| Memoranda | ||
| Gross Fiduciary activities income | $527,000 | 386 |
| 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 | $0 | 421 |
| Number of Managed Accounts | $0 | 397 |
| Number of Non-Managed Accounts | $0 | 401 |
| Total fiduciary and related assets | $0 | 419 |
| Managed Assets ($) | $0 | 397 |
| Non-managed Assets ($) | $0 | 399 |
| Memoranda | ||
| Gross Fiduciary activities income | $262,000 | 395 |
| 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 | $270,000 | 537 |
| Number of Managed Accounts | $198,000 | 501 |
| Number of Non-Managed Accounts | $72,000 | 427 |
| Total fiduciary and related assets | $164,715,000 | 439 |
| Managed Assets ($) | $95,609,000 | 475 |
| Non-managed Assets ($) | $69,106,000 | 273 |
| Memoranda | ||
| Gross Fiduciary activities income | $927,000 | 400 |
| 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 | $240,000 | 348 |
| Number of Managed Accounts | $199,000 | 316 |
| Number of Non-Managed Accounts | $41,000 | 270 |
| Total fiduciary and related assets | $116,265,000 | 363 |
| Managed Assets ($) | $90,619,000 | 334 |
| Non-managed Assets ($) | $25,646,000 | 283 |
| Memoranda | ||
| Gross Fiduciary activities income | $688,000 | 401 |
| 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 | $230,000 | 361 |
| Number of Managed Accounts | $191,000 | 327 |
| Number of Non-Managed Accounts | $39,000 | 281 |
| Total fiduciary and related assets | $109,751,000 | 369 |
| Managed Assets ($) | $85,541,000 | 342 |
| Non-managed Assets ($) | $24,210,000 | 289 |
| Memoranda | ||
| Gross Fiduciary activities income | $460,000 | 407 |
| 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 | $228,000 | 360 |
| Number of Managed Accounts | $192,000 | 326 |
| Number of Non-Managed Accounts | $36,000 | 285 |
| Total fiduciary and related assets | $102,827,000 | 371 |
| Managed Assets ($) | $81,093,000 | 344 |
| Non-managed Assets ($) | $21,734,000 | 291 |
| Memoranda | ||
| Gross Fiduciary activities income | $227,000 | 405 |
| 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 | $226,000 | 619 |
| Number of Managed Accounts | $186,000 | 532 |
| Number of Non-Managed Accounts | $40,000 | 590 |
| Total fiduciary and related assets | $107,417,000 | 536 |
| Managed Assets ($) | $82,859,000 | 508 |
| Non-managed Assets ($) | $24,558,000 | 431 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,006,000 | 408 |
| 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 | $233,000 | 384 |
| Number of Managed Accounts | $188,000 | 353 |
| Number of Non-Managed Accounts | $45,000 | 286 |
| Total fiduciary and related assets | $124,163,000 | 391 |
| Managed Assets ($) | $88,821,000 | 368 |
| Non-managed Assets ($) | $35,342,000 | 295 |
| Memoranda | ||
| Gross Fiduciary activities income | $789,000 | 407 |
| 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 | $231,000 | 388 |
| Number of Managed Accounts | $187,000 | 359 |
| Number of Non-Managed Accounts | $44,000 | 287 |
| Total fiduciary and related assets | $130,262,000 | 395 |
| Managed Assets ($) | $92,914,000 | 372 |
| Non-managed Assets ($) | $37,348,000 | 298 |
| Memoranda | ||
| Gross Fiduciary activities income | $534,000 | 407 |
| 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 | $224,000 | 393 |
| Number of Managed Accounts | $190,000 | 362 |
| Number of Non-Managed Accounts | $34,000 | 315 |
| Total fiduciary and related assets | $117,296,000 | 405 |
| Managed Assets ($) | $91,093,000 | 378 |
| Non-managed Assets ($) | $26,203,000 | 318 |
| Memoranda | ||
| Gross Fiduciary activities income | $267,000 | 406 |
| 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 | $222,000 | 633 |
| Number of Managed Accounts | $188,000 | 544 |
| Number of Non-Managed Accounts | $34,000 | 650 |
| Total fiduciary and related assets | $120,486,000 | 553 |
| Managed Assets ($) | $93,442,000 | 523 |
| Non-managed Assets ($) | $27,044,000 | 454 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,082,000 | 400 |
| 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 | $227,000 | 371 |
| Number of Managed Accounts | $192,000 | 343 |
| Number of Non-Managed Accounts | $35,000 | 301 |
| Total fiduciary and related assets | $123,836,000 | 389 |
| Managed Assets ($) | $96,303,000 | 364 |
| Non-managed Assets ($) | $27,533,000 | 306 |
| Memoranda | ||
| Gross Fiduciary activities income | $820,000 | 392 |
| 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 | $230,000 | 375 |
| Number of Managed Accounts | $195,000 | 344 |
| Number of Non-Managed Accounts | $35,000 | 308 |
| Total fiduciary and related assets | $124,999,000 | 395 |
| Managed Assets ($) | $97,445,000 | 371 |
| Non-managed Assets ($) | $27,554,000 | 316 |
| Memoranda | ||
| Gross Fiduciary activities income | $547,000 | 402 |
| 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 | $226,000 | 380 |
| Number of Managed Accounts | $193,000 | 346 |
| Number of Non-Managed Accounts | $33,000 | 315 |
| Total fiduciary and related assets | $120,798,000 | 398 |
| Managed Assets ($) | $94,889,000 | 374 |
| Non-managed Assets ($) | $25,909,000 | 320 |
| Memoranda | ||
| Gross Fiduciary activities income | $271,000 | 402 |
| 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 | $222,000 | 623 |
| Number of Managed Accounts | $189,000 | 537 |
| Number of Non-Managed Accounts | $33,000 | 667 |
| Total fiduciary and related assets | $119,196,000 | 553 |
| Managed Assets ($) | $93,893,000 | 517 |
| Non-managed Assets ($) | $25,303,000 | 477 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,048,000 | 389 |
| 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 | $215,000 | 366 |
| Number of Managed Accounts | $183,000 | 342 |
| Number of Non-Managed Accounts | $32,000 | 312 |
| Total fiduciary and related assets | $112,792,000 | 383 |
| Managed Assets ($) | $88,470,000 | 357 |
| Non-managed Assets ($) | $24,322,000 | 315 |
| Memoranda | ||
| Gross Fiduciary activities income | $784,000 | 381 |
| 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 | $246,000 | 372 |
| Number of Managed Accounts | $169,000 | 349 |
| Number of Non-Managed Accounts | $77,000 | 261 |
| Total fiduciary and related assets | $147,354,000 | 379 |
| Managed Assets ($) | $84,947,000 | 360 |
| Non-managed Assets ($) | $62,407,000 | 274 |
| Memoranda | ||
| Gross Fiduciary activities income | $528,000 | 388 |
| 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 | $240,000 | 376 |
| Number of Managed Accounts | $161,000 | 358 |
| Number of Non-Managed Accounts | $79,000 | 267 |
| Total fiduciary and related assets | $148,399,000 | 385 |
| Managed Assets ($) | $83,516,000 | 366 |
| Non-managed Assets ($) | $64,883,000 | 271 |
| Memoranda | ||
| Gross Fiduciary activities income | $259,000 | 397 |
| 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 | $237,000 | 614 |
| Number of Managed Accounts | $159,000 | 609 |
| Number of Non-Managed Accounts | $78,000 | 456 |
| Total fiduciary and related assets | $140,455,000 | 496 |
| Managed Assets ($) | $77,867,000 | 564 |
| Non-managed Assets ($) | $62,588,000 | 311 |
| Memoranda | ||
| Gross Fiduciary activities income | $970,000 | 399 |
| 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 | $242,000 | 366 |
| Number of Managed Accounts | $165,000 | 350 |
| Number of Non-Managed Accounts | $77,000 | 263 |
| Total fiduciary and related assets | $136,829,000 | 377 |
| Managed Assets ($) | $76,733,000 | 357 |
| Non-managed Assets ($) | $60,096,000 | 272 |
| Memoranda | ||
| Gross Fiduciary activities income | $717,000 | 395 |
| 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 | $242,000 | 378 |
| Number of Managed Accounts | $165,000 | 364 |
| Number of Non-Managed Accounts | $77,000 | 265 |
| Total fiduciary and related assets | $136,729,000 | 392 |
| Managed Assets ($) | $76,633,000 | 372 |
| Non-managed Assets ($) | $60,096,000 | 271 |
| Memoranda | ||
| Gross Fiduciary activities income | $477,000 | 397 |
| 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 | $247,000 | 381 |
| Number of Managed Accounts | $170,000 | 363 |
| Number of Non-Managed Accounts | $77,000 | 268 |
| Total fiduciary and related assets | $136,627,000 | 392 |
| Managed Assets ($) | $72,560,000 | 374 |
| Non-managed Assets ($) | $64,067,000 | 264 |
| Memoranda | ||
| Gross Fiduciary activities income | $236,000 | 402 |
| 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 | $241,000 | 611 |
| Number of Managed Accounts | $164,000 | 600 |
| Number of Non-Managed Accounts | $77,000 | 470 |
| Total fiduciary and related assets | $127,413,000 | 510 |
| Managed Assets ($) | $72,325,000 | 569 |
| Non-managed Assets ($) | $55,088,000 | 326 |
| Memoranda | ||
| Gross Fiduciary activities income | $981,000 | 385 |
| 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 | $673,000 | 403 |
| 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 | $450,000 | 404 |
| 2004-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 473 |
| Number of Managed Accounts | $0 | 438 |
| Number of Non-Managed Accounts | $0 | 438 |
| Total fiduciary and related assets | $0 | 471 |
| Managed Assets ($) | $0 | 438 |
| Non-managed Assets ($) | $0 | 436 |
| Memoranda | ||
| Gross Fiduciary activities income | $224,000 | 405 |
| 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 | $318,000 | 525 |
| Number of Managed Accounts | $171,000 | 592 |
| Number of Non-Managed Accounts | $147,000 | 335 |
| Total fiduciary and related assets | $135,634,000 | 490 |
| Managed Assets ($) | $70,320,000 | 558 |
| Non-managed Assets ($) | $65,314,000 | 317 |
| Memoranda | ||
| Gross Fiduciary activities income | $756,000 | 440 |
| 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 | $556,000 | 457 |
| 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 | $366,000 | 457 |
| 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 | $170,000 | 484 |
| 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 | $227,000 | 661 |
| Number of Managed Accounts | $120,000 | 711 |
| Number of Non-Managed Accounts | $107,000 | 409 |
| Total fiduciary and related assets | $104,142,000 | 559 |
| Managed Assets ($) | $47,185,000 | 667 |
| Non-managed Assets ($) | $56,957,000 | 336 |
| Memoranda | ||
| Gross Fiduciary activities income | $618,000 | 503 |
| 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 | $184,000 | 710 |
| Number of Managed Accounts | $106,000 | 728 |
| Number of Non-Managed Accounts | $78,000 | 470 |
| Total fiduciary and related assets | $105,291,000 | 528 |
| Managed Assets ($) | $46,216,000 | 654 |
| Non-managed Assets ($) | $59,075,000 | 314 |
| Memoranda | ||
| Gross Fiduciary activities income | $629,000 | 522 |
| 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 | $584,000 | 551 |
| 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 | $512,000 | 631 |
| 1998-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1997-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1996-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1995-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1994-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1993-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1992-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |