Home > Northwest Bank & Trust Company > Fiduciary and Related Services
Northwest Bank & Trust Company, Fiduciary and Related Services
| 2024-09-30 | 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 | $930,000 | 245 |
| Number of Managed Accounts | $898,000 | 217 |
| Number of Non-Managed Accounts | $32,000 | 281 |
| Total fiduciary and related assets | $541,459,000 | 314 |
| Managed Assets ($) | $511,177,000 | 291 |
| Non-managed Assets ($) | $30,282,000 | 301 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,526,000 | 366 |
| 2024-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 2 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $917,000 | 260 |
| Number of Managed Accounts | $882,000 | 227 |
| Number of Non-Managed Accounts | $35,000 | 316 |
| Total fiduciary and related assets | $514,187,000 | 341 |
| Managed Assets ($) | $485,266,000 | 313 |
| Non-managed Assets ($) | $28,921,000 | 352 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,616,000 | 366 |
| 2024-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 7 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $904,000 | 248 |
| Number of Managed Accounts | $869,000 | 221 |
| Number of Non-Managed Accounts | $35,000 | 278 |
| Total fiduciary and related assets | $507,415,000 | 320 |
| Managed Assets ($) | $480,709,000 | 295 |
| Non-managed Assets ($) | $26,706,000 | 305 |
| Memoranda | ||
| Gross Fiduciary activities income | $792,000 | 348 |
| 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 | $894,000 | 267 |
| Number of Managed Accounts | $859,000 | 232 |
| Number of Non-Managed Accounts | $35,000 | 445 |
| Total fiduciary and related assets | $490,341,000 | 341 |
| Managed Assets ($) | $454,049,000 | 311 |
| Non-managed Assets ($) | $36,292,000 | 392 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,136,000 | 327 |
| 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 | $892,000 | 241 |
| Number of Managed Accounts | $854,000 | 213 |
| Number of Non-Managed Accounts | $38,000 | 269 |
| Total fiduciary and related assets | $453,165,000 | 312 |
| Managed Assets ($) | $417,322,000 | 288 |
| Non-managed Assets ($) | $35,843,000 | 282 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,329,000 | 331 |
| 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 | $898,000 | 258 |
| Number of Managed Accounts | $858,000 | 226 |
| Number of Non-Managed Accounts | $40,000 | 304 |
| Total fiduciary and related assets | $467,034,000 | 336 |
| Managed Assets ($) | $428,101,000 | 311 |
| Non-managed Assets ($) | $38,933,000 | 326 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,535,000 | 327 |
| 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 | $884,000 | 252 |
| Number of Managed Accounts | $843,000 | 225 |
| Number of Non-Managed Accounts | $41,000 | 271 |
| Total fiduciary and related assets | $439,417,000 | 320 |
| Managed Assets ($) | $404,532,000 | 297 |
| Non-managed Assets ($) | $34,885,000 | 292 |
| Memoranda | ||
| Gross Fiduciary activities income | $763,000 | 345 |
| 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 | $874,000 | 275 |
| Number of Managed Accounts | $834,000 | 241 |
| Number of Non-Managed Accounts | $40,000 | 438 |
| Total fiduciary and related assets | $413,482,000 | 365 |
| Managed Assets ($) | $380,784,000 | 339 |
| Non-managed Assets ($) | $32,698,000 | 412 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,093,000 | 338 |
| 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 | $856,000 | 259 |
| Number of Managed Accounts | $817,000 | 232 |
| Number of Non-Managed Accounts | $39,000 | 284 |
| Total fiduciary and related assets | $381,627,000 | 337 |
| Managed Assets ($) | $349,439,000 | 317 |
| Non-managed Assets ($) | $32,188,000 | 308 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,379,000 | 335 |
| 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 | $826,000 | 240 |
| Number of Managed Accounts | $784,000 | 224 |
| Number of Non-Managed Accounts | $42,000 | 283 |
| Total fiduciary and related assets | $402,725,000 | 319 |
| Managed Assets ($) | $369,643,000 | 299 |
| Non-managed Assets ($) | $33,082,000 | 315 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,688,000 | 291 |
| 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 | $811,000 | 230 |
| Number of Managed Accounts | $767,000 | 215 |
| Number of Non-Managed Accounts | $44,000 | 246 |
| Total fiduciary and related assets | $454,654,000 | 287 |
| Managed Assets ($) | $417,842,000 | 272 |
| Non-managed Assets ($) | $36,812,000 | 266 |
| Memoranda | ||
| Gross Fiduciary activities income | $880,000 | 285 |
| 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 | $796,000 | 252 |
| Number of Managed Accounts | $756,000 | 229 |
| Number of Non-Managed Accounts | $40,000 | 431 |
| Total fiduciary and related assets | $484,309,000 | 316 |
| Managed Assets ($) | $447,614,000 | 288 |
| Non-managed Assets ($) | $36,695,000 | 373 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,959,000 | 307 |
| 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 | $780,000 | 238 |
| Number of Managed Accounts | $740,000 | 222 |
| Number of Non-Managed Accounts | $40,000 | 252 |
| Total fiduciary and related assets | $463,155,000 | 286 |
| Managed Assets ($) | $429,165,000 | 265 |
| Non-managed Assets ($) | $33,990,000 | 265 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,198,000 | 307 |
| 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 | $769,000 | 253 |
| Number of Managed Accounts | $729,000 | 236 |
| Number of Non-Managed Accounts | $40,000 | 285 |
| Total fiduciary and related assets | $461,609,000 | 312 |
| Managed Assets ($) | $427,210,000 | 283 |
| Non-managed Assets ($) | $34,399,000 | 309 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,455,000 | 305 |
| 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 | $757,000 | 241 |
| Number of Managed Accounts | $719,000 | 225 |
| Number of Non-Managed Accounts | $38,000 | 256 |
| Total fiduciary and related assets | $428,044,000 | 294 |
| Managed Assets ($) | $395,944,000 | 271 |
| Non-managed Assets ($) | $32,100,000 | 266 |
| Memoranda | ||
| Gross Fiduciary activities income | $710,000 | 305 |
| 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 | $728,000 | 268 |
| Number of Managed Accounts | $687,000 | 243 |
| Number of Non-Managed Accounts | $41,000 | 427 |
| Total fiduciary and related assets | $420,292,000 | 322 |
| Managed Assets ($) | $378,979,000 | 296 |
| Non-managed Assets ($) | $41,313,000 | 356 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,527,000 | 307 |
| 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 | $714,000 | 245 |
| Number of Managed Accounts | $673,000 | 228 |
| Number of Non-Managed Accounts | $41,000 | 250 |
| Total fiduciary and related assets | $370,219,000 | 299 |
| Managed Assets ($) | $332,879,000 | 274 |
| Non-managed Assets ($) | $37,340,000 | 265 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,910,000 | 305 |
| 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 | $703,000 | 264 |
| Number of Managed Accounts | $666,000 | 243 |
| Number of Non-Managed Accounts | $37,000 | 291 |
| Total fiduciary and related assets | $349,126,000 | 336 |
| Managed Assets ($) | $325,583,000 | 302 |
| Non-managed Assets ($) | $23,543,000 | 319 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,225,000 | 310 |
| 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 | $697,000 | 246 |
| Number of Managed Accounts | $661,000 | 230 |
| Number of Non-Managed Accounts | $36,000 | 263 |
| Total fiduciary and related assets | $307,411,000 | 308 |
| Managed Assets ($) | $286,445,000 | 278 |
| Non-managed Assets ($) | $20,966,000 | 280 |
| Memoranda | ||
| Gross Fiduciary activities income | $631,000 | 311 |
| 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 | $762,000 | 261 |
| Number of Managed Accounts | $656,000 | 248 |
| Number of Non-Managed Accounts | $106,000 | 253 |
| Total fiduciary and related assets | $348,481,000 | 341 |
| Managed Assets ($) | $327,053,000 | 306 |
| Non-managed Assets ($) | $21,428,000 | 429 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,302,000 | 318 |
| 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 | $684,000 | 253 |
| Number of Managed Accounts | $650,000 | 230 |
| Number of Non-Managed Accounts | $34,000 | 269 |
| Total fiduciary and related assets | $324,197,000 | 319 |
| Managed Assets ($) | $304,717,000 | 289 |
| Non-managed Assets ($) | $19,480,000 | 285 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,745,000 | 316 |
| 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 | $687,000 | 261 |
| Number of Managed Accounts | $651,000 | 240 |
| Number of Non-Managed Accounts | $36,000 | 289 |
| Total fiduciary and related assets | $319,937,000 | 346 |
| Managed Assets ($) | $300,083,000 | 312 |
| Non-managed Assets ($) | $19,854,000 | 313 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,202,000 | 316 |
| 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 | $693,000 | 262 |
| Number of Managed Accounts | $657,000 | 239 |
| Number of Non-Managed Accounts | $36,000 | 290 |
| Total fiduciary and related assets | $308,227,000 | 353 |
| Managed Assets ($) | $290,429,000 | 314 |
| Non-managed Assets ($) | $17,798,000 | 322 |
| Memoranda | ||
| Gross Fiduciary activities income | $571,000 | 321 |
| 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 | $673,000 | 284 |
| Number of Managed Accounts | $638,000 | 247 |
| Number of Non-Managed Accounts | $35,000 | 481 |
| Total fiduciary and related assets | $283,751,000 | 361 |
| Managed Assets ($) | $267,407,000 | 316 |
| Non-managed Assets ($) | $16,344,000 | 473 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,181,000 | 329 |
| 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 | $671,000 | 268 |
| Number of Managed Accounts | $637,000 | 241 |
| Number of Non-Managed Accounts | $34,000 | 295 |
| Total fiduciary and related assets | $304,479,000 | 366 |
| Managed Assets ($) | $286,507,000 | 320 |
| Non-managed Assets ($) | $17,972,000 | 325 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,665,000 | 327 |
| 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 | $671,000 | 271 |
| Number of Managed Accounts | $638,000 | 244 |
| Number of Non-Managed Accounts | $33,000 | 299 |
| Total fiduciary and related assets | $293,691,000 | 369 |
| Managed Assets ($) | $275,746,000 | 323 |
| Non-managed Assets ($) | $17,945,000 | 328 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,160,000 | 318 |
| 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 | $650,000 | 276 |
| Number of Managed Accounts | $617,000 | 250 |
| Number of Non-Managed Accounts | $33,000 | 301 |
| Total fiduciary and related assets | $287,911,000 | 371 |
| Managed Assets ($) | $269,152,000 | 328 |
| Non-managed Assets ($) | $18,759,000 | 330 |
| Memoranda | ||
| Gross Fiduciary activities income | $628,000 | 311 |
| 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 | $651,000 | 295 |
| Number of Managed Accounts | $618,000 | 257 |
| Number of Non-Managed Accounts | $33,000 | 497 |
| Total fiduciary and related assets | $286,498,000 | 375 |
| Managed Assets ($) | $266,968,000 | 336 |
| Non-managed Assets ($) | $19,530,000 | 458 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,996,000 | 339 |
| 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 | $637,000 | 273 |
| Number of Managed Accounts | $602,000 | 250 |
| Number of Non-Managed Accounts | $35,000 | 286 |
| Total fiduciary and related assets | $270,588,000 | 372 |
| Managed Assets ($) | $250,571,000 | 338 |
| Non-managed Assets ($) | $20,017,000 | 320 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,493,000 | 341 |
| 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 | $634,000 | 276 |
| Number of Managed Accounts | $597,000 | 250 |
| Number of Non-Managed Accounts | $37,000 | 282 |
| Total fiduciary and related assets | $260,405,000 | 377 |
| Managed Assets ($) | $240,230,000 | 345 |
| Non-managed Assets ($) | $20,175,000 | 319 |
| Memoranda | ||
| Gross Fiduciary activities income | $961,000 | 345 |
| 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 | $637,000 | 276 |
| Number of Managed Accounts | $601,000 | 251 |
| Number of Non-Managed Accounts | $36,000 | 285 |
| Total fiduciary and related assets | $251,077,000 | 382 |
| Managed Assets ($) | $232,834,000 | 350 |
| Non-managed Assets ($) | $18,243,000 | 323 |
| Memoranda | ||
| Gross Fiduciary activities income | $471,000 | 349 |
| 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 | $631,000 | 299 |
| Number of Managed Accounts | $595,000 | 261 |
| Number of Non-Managed Accounts | $36,000 | 497 |
| Total fiduciary and related assets | $238,359,000 | 398 |
| Managed Assets ($) | $220,667,000 | 357 |
| Non-managed Assets ($) | $17,692,000 | 475 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,773,000 | 357 |
| 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 | $629,000 | 281 |
| Number of Managed Accounts | $591,000 | 256 |
| Number of Non-Managed Accounts | $38,000 | 291 |
| Total fiduciary and related assets | $237,878,000 | 377 |
| Managed Assets ($) | $219,633,000 | 345 |
| Non-managed Assets ($) | $18,245,000 | 327 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,338,000 | 355 |
| 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 | $629,000 | 282 |
| Number of Managed Accounts | $591,000 | 255 |
| Number of Non-Managed Accounts | $38,000 | 292 |
| Total fiduciary and related assets | $235,288,000 | 381 |
| Managed Assets ($) | $217,651,000 | 346 |
| Non-managed Assets ($) | $17,637,000 | 329 |
| Memoranda | ||
| Gross Fiduciary activities income | $881,000 | 354 |
| 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 | $630,000 | 282 |
| Number of Managed Accounts | $595,000 | 254 |
| Number of Non-Managed Accounts | $35,000 | 296 |
| Total fiduciary and related assets | $230,418,000 | 380 |
| Managed Assets ($) | $213,336,000 | 346 |
| Non-managed Assets ($) | $17,082,000 | 331 |
| Memoranda | ||
| Gross Fiduciary activities income | $457,000 | 347 |
| 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 | $633,000 | 301 |
| Number of Managed Accounts | $598,000 | 261 |
| Number of Non-Managed Accounts | $35,000 | 514 |
| Total fiduciary and related assets | $232,759,000 | 396 |
| Managed Assets ($) | $215,251,000 | 356 |
| Non-managed Assets ($) | $17,508,000 | 485 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,774,000 | 362 |
| 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 | $631,000 | 281 |
| Number of Managed Accounts | $591,000 | 253 |
| Number of Non-Managed Accounts | $40,000 | 285 |
| Total fiduciary and related assets | $228,187,000 | 385 |
| Managed Assets ($) | $209,219,000 | 346 |
| Non-managed Assets ($) | $18,968,000 | 327 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,356,000 | 359 |
| 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 | $624,000 | 283 |
| Number of Managed Accounts | $589,000 | 254 |
| Number of Non-Managed Accounts | $35,000 | 295 |
| Total fiduciary and related assets | $234,906,000 | 389 |
| Managed Assets ($) | $215,285,000 | 343 |
| Non-managed Assets ($) | $19,621,000 | 335 |
| Memoranda | ||
| Gross Fiduciary activities income | $908,000 | 357 |
| 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 | $618,000 | 285 |
| Number of Managed Accounts | $588,000 | 254 |
| Number of Non-Managed Accounts | $30,000 | 307 |
| Total fiduciary and related assets | $229,878,000 | 390 |
| Managed Assets ($) | $212,272,000 | 348 |
| Non-managed Assets ($) | $17,606,000 | 337 |
| Memoranda | ||
| Gross Fiduciary activities income | $472,000 | 346 |
| 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 | $606,000 | 310 |
| Number of Managed Accounts | $574,000 | 265 |
| Number of Non-Managed Accounts | $32,000 | 554 |
| Total fiduciary and related assets | $228,283,000 | 405 |
| Managed Assets ($) | $210,502,000 | 358 |
| Non-managed Assets ($) | $17,781,000 | 500 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,832,000 | 349 |
| 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 | $629,000 | 283 |
| Number of Managed Accounts | $595,000 | 250 |
| Number of Non-Managed Accounts | $34,000 | 298 |
| Total fiduciary and related assets | $235,351,000 | 385 |
| Managed Assets ($) | $217,441,000 | 343 |
| Non-managed Assets ($) | $17,910,000 | 331 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,395,000 | 348 |
| 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 | $627,000 | 283 |
| Number of Managed Accounts | $595,000 | 252 |
| Number of Non-Managed Accounts | $32,000 | 300 |
| Total fiduciary and related assets | $242,726,000 | 384 |
| Managed Assets ($) | $224,765,000 | 341 |
| Non-managed Assets ($) | $17,961,000 | 330 |
| Memoranda | ||
| Gross Fiduciary activities income | $939,000 | 345 |
| 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 | $619,000 | 287 |
| Number of Managed Accounts | $587,000 | 252 |
| Number of Non-Managed Accounts | $32,000 | 301 |
| Total fiduciary and related assets | $233,361,000 | 389 |
| Managed Assets ($) | $216,063,000 | 350 |
| Non-managed Assets ($) | $17,298,000 | 334 |
| Memoranda | ||
| Gross Fiduciary activities income | $478,000 | 342 |
| 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 | $606,000 | 312 |
| Number of Managed Accounts | $574,000 | 264 |
| Number of Non-Managed Accounts | $32,000 | 567 |
| Total fiduciary and related assets | $230,120,000 | 397 |
| Managed Assets ($) | $212,977,000 | 355 |
| Non-managed Assets ($) | $17,143,000 | 513 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,690,000 | 355 |
| 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 | $606,000 | 282 |
| Number of Managed Accounts | $572,000 | 250 |
| Number of Non-Managed Accounts | $34,000 | 288 |
| Total fiduciary and related assets | $220,186,000 | 368 |
| Managed Assets ($) | $203,014,000 | 333 |
| Non-managed Assets ($) | $17,172,000 | 328 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,263,000 | 356 |
| 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 | $605,000 | 280 |
| Number of Managed Accounts | $572,000 | 243 |
| Number of Non-Managed Accounts | $33,000 | 292 |
| Total fiduciary and related assets | $213,261,000 | 368 |
| Managed Assets ($) | $195,872,000 | 334 |
| Non-managed Assets ($) | $17,389,000 | 327 |
| Memoranda | ||
| Gross Fiduciary activities income | $845,000 | 355 |
| 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 | $573,000 | 291 |
| Number of Managed Accounts | $538,000 | 256 |
| Number of Non-Managed Accounts | $35,000 | 293 |
| Total fiduciary and related assets | $212,132,000 | 370 |
| Managed Assets ($) | $194,571,000 | 333 |
| Non-managed Assets ($) | $17,561,000 | 328 |
| Memoranda | ||
| Gross Fiduciary activities income | $429,000 | 348 |
| 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 | $557,000 | 331 |
| Number of Managed Accounts | $524,000 | 274 |
| Number of Non-Managed Accounts | $33,000 | 577 |
| Total fiduciary and related assets | $200,206,000 | 411 |
| Managed Assets ($) | $183,492,000 | 359 |
| Non-managed Assets ($) | $16,714,000 | 517 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,507,000 | 363 |
| 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 | $544,000 | 291 |
| Number of Managed Accounts | $512,000 | 254 |
| Number of Non-Managed Accounts | $32,000 | 286 |
| Total fiduciary and related assets | $195,384,000 | 359 |
| Managed Assets ($) | $180,402,000 | 329 |
| Non-managed Assets ($) | $14,982,000 | 318 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,096,000 | 372 |
| 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 | $0 | 393 |
| Number of Managed Accounts | $0 | 379 |
| Number of Non-Managed Accounts | $0 | 373 |
| Total fiduciary and related assets | $0 | 393 |
| Managed Assets ($) | $0 | 380 |
| Non-managed Assets ($) | $0 | 372 |
| Memoranda | ||
| Gross Fiduciary activities income | $743,000 | 369 |
| 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 | $0 | 395 |
| Number of Managed Accounts | $0 | 379 |
| Number of Non-Managed Accounts | $0 | 372 |
| Total fiduciary and related assets | $0 | 394 |
| Managed Assets ($) | $0 | 379 |
| Non-managed Assets ($) | $0 | 371 |
| Memoranda | ||
| Gross Fiduciary activities income | $384,000 | 356 |
| 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 | $491,000 | 362 |
| Number of Managed Accounts | $462,000 | 292 |
| Number of Non-Managed Accounts | $29,000 | 619 |
| Total fiduciary and related assets | $168,293,000 | 429 |
| Managed Assets ($) | $153,149,000 | 373 |
| Non-managed Assets ($) | $15,144,000 | 538 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2011-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $490,000 | 300 |
| Number of Managed Accounts | $461,000 | 258 |
| Number of Non-Managed Accounts | $29,000 | 303 |
| Total fiduciary and related assets | $154,193,000 | 359 |
| Managed Assets ($) | $141,538,000 | 325 |
| Non-managed Assets ($) | $12,655,000 | 330 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2011-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $469,000 | 306 |
| Number of Managed Accounts | $440,000 | 264 |
| Number of Non-Managed Accounts | $29,000 | 304 |
| Total fiduciary and related assets | $166,051,000 | 363 |
| Managed Assets ($) | $152,119,000 | 330 |
| Non-managed Assets ($) | $13,932,000 | 331 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2011-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $458,000 | 314 |
| Number of Managed Accounts | $429,000 | 273 |
| Number of Non-Managed Accounts | $29,000 | 306 |
| Total fiduciary and related assets | $160,799,000 | 368 |
| Managed Assets ($) | $147,092,000 | 335 |
| Non-managed Assets ($) | $13,707,000 | 330 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2010-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $435,000 | 404 |
| Number of Managed Accounts | $406,000 | 330 |
| Number of Non-Managed Accounts | $29,000 | 651 |
| Total fiduciary and related assets | $148,487,000 | 474 |
| Managed Assets ($) | $135,299,000 | 408 |
| Non-managed Assets ($) | $13,188,000 | 562 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2010-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $432,000 | 307 |
| Number of Managed Accounts | $404,000 | 275 |
| Number of Non-Managed Accounts | $28,000 | 301 |
| Total fiduciary and related assets | $142,824,000 | 363 |
| Managed Assets ($) | $130,467,000 | 328 |
| Non-managed Assets ($) | $12,357,000 | 330 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2010-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $422,000 | 313 |
| Number of Managed Accounts | $394,000 | 280 |
| Number of Non-Managed Accounts | $28,000 | 306 |
| Total fiduciary and related assets | $130,556,000 | 367 |
| Managed Assets ($) | $120,137,000 | 330 |
| Non-managed Assets ($) | $10,419,000 | 338 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2010-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $420,000 | 315 |
| Number of Managed Accounts | $391,000 | 278 |
| Number of Non-Managed Accounts | $29,000 | 308 |
| Total fiduciary and related assets | $136,112,000 | 369 |
| Managed Assets ($) | $125,093,000 | 333 |
| Non-managed Assets ($) | $11,019,000 | 340 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2009-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $413,000 | 421 |
| Number of Managed Accounts | $384,000 | 339 |
| Number of Non-Managed Accounts | $29,000 | 685 |
| Total fiduciary and related assets | $132,499,000 | 498 |
| Managed Assets ($) | $119,803,000 | 428 |
| Non-managed Assets ($) | $12,696,000 | 572 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2009-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $404,000 | 316 |
| Number of Managed Accounts | $378,000 | 280 |
| Number of Non-Managed Accounts | $26,000 | 301 |
| Total fiduciary and related assets | $126,059,000 | 359 |
| Managed Assets ($) | $113,691,000 | 329 |
| Non-managed Assets ($) | $12,368,000 | 318 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2009-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $405,000 | 320 |
| Number of Managed Accounts | $379,000 | 284 |
| Number of Non-Managed Accounts | $26,000 | 307 |
| Total fiduciary and related assets | $117,293,000 | 366 |
| Managed Assets ($) | $105,838,000 | 334 |
| Non-managed Assets ($) | $11,455,000 | 322 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2009-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $399,000 | 319 |
| Number of Managed Accounts | $371,000 | 288 |
| Number of Non-Managed Accounts | $28,000 | 303 |
| Total fiduciary and related assets | $108,746,000 | 369 |
| Managed Assets ($) | $97,324,000 | 337 |
| Non-managed Assets ($) | $11,422,000 | 317 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2008-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $411,000 | 432 |
| Number of Managed Accounts | $383,000 | 342 |
| Number of Non-Managed Accounts | $28,000 | 686 |
| Total fiduciary and related assets | $113,800,000 | 529 |
| Managed Assets ($) | $102,071,000 | 458 |
| Non-managed Assets ($) | $11,729,000 | 568 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2008-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $410,000 | 334 |
| Number of Managed Accounts | $379,000 | 293 |
| Number of Non-Managed Accounts | $31,000 | 315 |
| Total fiduciary and related assets | $122,719,000 | 392 |
| Managed Assets ($) | $109,060,000 | 359 |
| Non-managed Assets ($) | $13,659,000 | 341 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2008-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $403,000 | 341 |
| Number of Managed Accounts | $371,000 | 297 |
| Number of Non-Managed Accounts | $32,000 | 314 |
| Total fiduciary and related assets | $127,781,000 | 397 |
| Managed Assets ($) | $113,282,000 | 362 |
| Non-managed Assets ($) | $14,499,000 | 344 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2008-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $394,000 | 346 |
| Number of Managed Accounts | $361,000 | 303 |
| Number of Non-Managed Accounts | $33,000 | 317 |
| Total fiduciary and related assets | $126,217,000 | 404 |
| Managed Assets ($) | $110,940,000 | 367 |
| Non-managed Assets ($) | $15,277,000 | 346 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2007-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $395,000 | 453 |
| Number of Managed Accounts | $363,000 | 354 |
| Number of Non-Managed Accounts | $32,000 | 667 |
| Total fiduciary and related assets | $133,059,000 | 532 |
| Managed Assets ($) | $119,821,000 | 462 |
| Non-managed Assets ($) | $13,238,000 | 594 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2007-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $393,000 | 332 |
| Number of Managed Accounts | $360,000 | 296 |
| Number of Non-Managed Accounts | $33,000 | 305 |
| Total fiduciary and related assets | $132,587,000 | 386 |
| Managed Assets ($) | $118,265,000 | 355 |
| Non-managed Assets ($) | $14,322,000 | 331 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2007-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $385,000 | 339 |
| Number of Managed Accounts | $353,000 | 298 |
| Number of Non-Managed Accounts | $32,000 | 317 |
| Total fiduciary and related assets | $129,506,000 | 394 |
| Managed Assets ($) | $114,868,000 | 363 |
| Non-managed Assets ($) | $14,638,000 | 340 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2007-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $366,000 | 343 |
| Number of Managed Accounts | $334,000 | 301 |
| Number of Non-Managed Accounts | $32,000 | 318 |
| Total fiduciary and related assets | $126,884,000 | 394 |
| Managed Assets ($) | $109,775,000 | 365 |
| Non-managed Assets ($) | $17,109,000 | 336 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2006-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $358,000 | 459 |
| Number of Managed Accounts | $325,000 | 370 |
| Number of Non-Managed Accounts | $33,000 | 667 |
| Total fiduciary and related assets | $123,981,000 | 543 |
| Managed Assets ($) | $107,218,000 | 478 |
| Non-managed Assets ($) | $16,763,000 | 561 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2006-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $353,000 | 341 |
| Number of Managed Accounts | $321,000 | 301 |
| Number of Non-Managed Accounts | $32,000 | 312 |
| Total fiduciary and related assets | $110,230,000 | 385 |
| Managed Assets ($) | $94,505,000 | 350 |
| Non-managed Assets ($) | $15,725,000 | 336 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2006-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $358,000 | 347 |
| Number of Managed Accounts | $327,000 | 307 |
| Number of Non-Managed Accounts | $31,000 | 323 |
| Total fiduciary and related assets | $111,689,000 | 389 |
| Managed Assets ($) | $96,395,000 | 354 |
| Non-managed Assets ($) | $15,294,000 | 342 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2006-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $364,000 | 350 |
| Number of Managed Accounts | $332,000 | 309 |
| Number of Non-Managed Accounts | $32,000 | 320 |
| Total fiduciary and related assets | $108,652,000 | 394 |
| Managed Assets ($) | $98,350,000 | 359 |
| Non-managed Assets ($) | $10,302,000 | 359 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2005-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $357,000 | 475 |
| Number of Managed Accounts | $337,000 | 377 |
| Number of Non-Managed Accounts | $20,000 | 819 |
| Total fiduciary and related assets | $115,497,000 | 561 |
| Managed Assets ($) | $105,302,000 | 476 |
| Non-managed Assets ($) | $10,195,000 | 644 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2005-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $348,000 | 347 |
| Number of Managed Accounts | $329,000 | 307 |
| Number of Non-Managed Accounts | $19,000 | 343 |
| Total fiduciary and related assets | $110,217,000 | 386 |
| Managed Assets ($) | $100,692,000 | 347 |
| Non-managed Assets ($) | $9,525,000 | 361 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2005-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $359,000 | 352 |
| Number of Managed Accounts | $340,000 | 305 |
| Number of Non-Managed Accounts | $19,000 | 362 |
| Total fiduciary and related assets | $107,581,000 | 401 |
| Managed Assets ($) | $98,183,000 | 362 |
| Non-managed Assets ($) | $9,398,000 | 374 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2005-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $363,000 | 352 |
| Number of Managed Accounts | $346,000 | 305 |
| Number of Non-Managed Accounts | $17,000 | 373 |
| Total fiduciary and related assets | $106,553,000 | 403 |
| Managed Assets ($) | $97,403,000 | 365 |
| Non-managed Assets ($) | $9,150,000 | 376 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2004-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $355,000 | 482 |
| Number of Managed Accounts | $333,000 | 377 |
| Number of Non-Managed Accounts | $22,000 | 807 |
| Total fiduciary and related assets | $95,937,000 | 592 |
| Managed Assets ($) | $86,710,000 | 520 |
| Non-managed Assets ($) | $9,227,000 | 667 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2004-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $362,000 | 344 |
| Number of Managed Accounts | $340,000 | 301 |
| Number of Non-Managed Accounts | $22,000 | 350 |
| Total fiduciary and related assets | $95,030,000 | 396 |
| Managed Assets ($) | $86,731,000 | 357 |
| Non-managed Assets ($) | $8,299,000 | 368 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2004-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $374,000 | 349 |
| Number of Managed Accounts | $352,000 | 296 |
| Number of Non-Managed Accounts | $22,000 | 361 |
| Total fiduciary and related assets | $98,416,000 | 400 |
| Managed Assets ($) | $89,326,000 | 358 |
| Non-managed Assets ($) | $9,090,000 | 369 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2004-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $377,000 | 350 |
| Number of Managed Accounts | $354,000 | 300 |
| Number of Non-Managed Accounts | $23,000 | 364 |
| Total fiduciary and related assets | $99,251,000 | 404 |
| Managed Assets ($) | $89,719,000 | 364 |
| Non-managed Assets ($) | $9,532,000 | 375 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2003-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $374,000 | 476 |
| Number of Managed Accounts | $358,000 | 364 |
| Number of Non-Managed Accounts | $16,000 | 900 |
| Total fiduciary and related assets | $98,795,000 | 570 |
| Managed Assets ($) | $89,427,000 | 488 |
| Non-managed Assets ($) | $9,368,000 | 672 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2003-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $484,000 | 335 |
| Number of Managed Accounts | $410,000 | 297 |
| Number of Non-Managed Accounts | $74,000 | 297 |
| Total fiduciary and related assets | $100,342,000 | 405 |
| Managed Assets ($) | $89,017,000 | 365 |
| Non-managed Assets ($) | $11,325,000 | 376 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2003-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $515,000 | 329 |
| Number of Managed Accounts | $432,000 | 294 |
| Number of Non-Managed Accounts | $83,000 | 291 |
| Total fiduciary and related assets | $112,342,000 | 404 |
| Managed Assets ($) | $100,959,000 | 365 |
| Non-managed Assets ($) | $11,383,000 | 381 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2003-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $514,000 | 333 |
| Number of Managed Accounts | $433,000 | 296 |
| Number of Non-Managed Accounts | $81,000 | 299 |
| Total fiduciary and related assets | $110,379,000 | 412 |
| Managed Assets ($) | $99,918,000 | 372 |
| Non-managed Assets ($) | $10,461,000 | 388 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2002-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $505,000 | 407 |
| Number of Managed Accounts | $425,000 | 344 |
| Number of Non-Managed Accounts | $80,000 | 489 |
| Total fiduciary and related assets | $110,269,000 | 537 |
| Managed Assets ($) | $98,392,000 | 478 |
| Non-managed Assets ($) | $11,877,000 | 618 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2001-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,869 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1,865 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2000-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1999-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1998-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $179,000 | 890 |
| 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 | $587,000 | 602 |
| 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 | $586,000 | 657 |
| 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 | $494,000 | 744 |
| 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 | $493,000 | 738 |
| 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 | $536,000 | 736 |
| 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 | $463,000 | 790 |