Home > Orrstown Bank > Fiduciary and Related Services
Orrstown Bank, Fiduciary and Related Services
| 2023-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 4 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,641,000 | 161 |
| Number of Managed Accounts | $1,550,000 | 137 |
| Number of Non-Managed Accounts | $91,000 | 273 |
| Total fiduciary and related assets | $866,037,000 | 269 |
| Managed Assets ($) | $845,373,000 | 233 |
| Non-managed Assets ($) | $20,664,000 | 448 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,691,000 | 209 |
| 2023-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 5 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,652,000 | 157 |
| Number of Managed Accounts | $1,559,000 | 133 |
| Number of Non-Managed Accounts | $93,000 | 198 |
| Total fiduciary and related assets | $808,106,000 | 262 |
| Managed Assets ($) | $787,731,000 | 233 |
| Non-managed Assets ($) | $20,375,000 | 307 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,668,000 | 211 |
| 2023-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 3 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,637,000 | 161 |
| Number of Managed Accounts | $1,547,000 | 135 |
| Number of Non-Managed Accounts | $90,000 | 226 |
| Total fiduciary and related assets | $826,812,000 | 262 |
| Managed Assets ($) | $804,892,000 | 235 |
| Non-managed Assets ($) | $21,920,000 | 359 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,815,000 | 206 |
| 2023-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,640,000 | 168 |
| Number of Managed Accounts | $1,546,000 | 140 |
| Number of Non-Managed Accounts | $94,000 | 202 |
| Total fiduciary and related assets | $816,174,000 | 263 |
| Managed Assets ($) | $796,354,000 | 237 |
| Non-managed Assets ($) | $19,820,000 | 314 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,888,000 | 217 |
| 2022-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,642,000 | 169 |
| Number of Managed Accounts | $1,542,000 | 144 |
| Number of Non-Managed Accounts | $100,000 | 262 |
| Total fiduciary and related assets | $788,559,000 | 278 |
| Managed Assets ($) | $767,800,000 | 242 |
| Non-managed Assets ($) | $20,759,000 | 466 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,631,000 | 219 |
| 2022-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,636,000 | 167 |
| Number of Managed Accounts | $1,535,000 | 144 |
| Number of Non-Managed Accounts | $101,000 | 201 |
| Total fiduciary and related assets | $751,833,000 | 269 |
| Managed Assets ($) | $732,918,000 | 235 |
| Non-managed Assets ($) | $18,915,000 | 329 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,852,000 | 215 |
| 2022-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,630,000 | 149 |
| Number of Managed Accounts | $1,536,000 | 132 |
| Number of Non-Managed Accounts | $94,000 | 198 |
| Total fiduciary and related assets | $782,107,000 | 237 |
| Managed Assets ($) | $760,109,000 | 204 |
| Non-managed Assets ($) | $21,998,000 | 336 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,846,000 | 185 |
| 2022-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,631,000 | 150 |
| Number of Managed Accounts | $1,539,000 | 132 |
| Number of Non-Managed Accounts | $92,000 | 185 |
| Total fiduciary and related assets | $860,740,000 | 229 |
| Managed Assets ($) | $841,202,000 | 202 |
| Non-managed Assets ($) | $19,538,000 | 287 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,941,000 | 191 |
| 2021-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,624,000 | 155 |
| Number of Managed Accounts | $1,516,000 | 135 |
| Number of Non-Managed Accounts | $108,000 | 231 |
| Total fiduciary and related assets | $902,417,000 | 234 |
| Managed Assets ($) | $882,366,000 | 200 |
| Non-managed Assets ($) | $20,051,000 | 436 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,896,000 | 183 |
| 2021-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,613,000 | 154 |
| Number of Managed Accounts | $1,502,000 | 136 |
| Number of Non-Managed Accounts | $111,000 | 169 |
| Total fiduciary and related assets | $879,079,000 | 231 |
| Managed Assets ($) | $856,358,000 | 197 |
| Non-managed Assets ($) | $22,721,000 | 282 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,862,000 | 183 |
| 2021-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,665,000 | 150 |
| Number of Managed Accounts | $1,561,000 | 134 |
| Number of Non-Managed Accounts | $104,000 | 186 |
| Total fiduciary and related assets | $883,890,000 | 233 |
| Managed Assets ($) | $859,907,000 | 196 |
| Non-managed Assets ($) | $23,983,000 | 325 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,932,000 | 182 |
| 2021-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,677,000 | 149 |
| Number of Managed Accounts | $1,572,000 | 131 |
| Number of Non-Managed Accounts | $105,000 | 178 |
| Total fiduciary and related assets | $866,840,000 | 227 |
| Managed Assets ($) | $843,623,000 | 193 |
| Non-managed Assets ($) | $23,217,000 | 277 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,912,000 | 183 |
| 2020-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,702,000 | 151 |
| Number of Managed Accounts | $1,589,000 | 133 |
| Number of Non-Managed Accounts | $113,000 | 238 |
| Total fiduciary and related assets | $838,980,000 | 232 |
| Managed Assets ($) | $815,743,000 | 198 |
| Non-managed Assets ($) | $23,237,000 | 419 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,792,000 | 185 |
| 2020-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,658,000 | 149 |
| Number of Managed Accounts | $1,562,000 | 131 |
| Number of Non-Managed Accounts | $96,000 | 188 |
| Total fiduciary and related assets | $771,589,000 | 226 |
| Managed Assets ($) | $750,086,000 | 193 |
| Non-managed Assets ($) | $21,503,000 | 281 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,930,000 | 184 |
| 2020-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,598,000 | 156 |
| Number of Managed Accounts | $1,507,000 | 136 |
| Number of Non-Managed Accounts | $91,000 | 209 |
| Total fiduciary and related assets | $733,569,000 | 235 |
| Managed Assets ($) | $710,298,000 | 198 |
| Non-managed Assets ($) | $23,271,000 | 321 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,217,000 | 187 |
| 2020-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,599,000 | 154 |
| Number of Managed Accounts | $1,550,000 | 134 |
| Number of Non-Managed Accounts | $49,000 | 242 |
| Total fiduciary and related assets | $661,063,000 | 230 |
| Managed Assets ($) | $657,344,000 | 194 |
| Non-managed Assets ($) | $3,719,000 | 321 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,576,000 | 194 |
| 2019-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,526,000 | 165 |
| Number of Managed Accounts | $1,494,000 | 140 |
| Number of Non-Managed Accounts | $32,000 | 485 |
| Total fiduciary and related assets | $741,619,000 | 236 |
| Managed Assets ($) | $737,797,000 | 198 |
| Non-managed Assets ($) | $3,822,000 | 630 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,650,000 | 182 |
| 2019-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,451,000 | 164 |
| Number of Managed Accounts | $1,447,000 | 139 |
| Number of Non-Managed Accounts | $4,000 | 325 |
| Total fiduciary and related assets | $707,036,000 | 233 |
| Managed Assets ($) | $706,379,000 | 199 |
| Non-managed Assets ($) | $657,000 | 334 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,914,000 | 184 |
| 2019-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,429,000 | 166 |
| Number of Managed Accounts | $1,425,000 | 140 |
| Number of Non-Managed Accounts | $4,000 | 361 |
| Total fiduciary and related assets | $679,996,000 | 242 |
| Managed Assets ($) | $679,603,000 | 202 |
| Non-managed Assets ($) | $393,000 | 376 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,180,000 | 188 |
| 2019-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,401,000 | 168 |
| Number of Managed Accounts | $1,397,000 | 141 |
| Number of Non-Managed Accounts | $4,000 | 365 |
| Total fiduciary and related assets | $651,513,000 | 245 |
| Managed Assets ($) | $651,125,000 | 205 |
| Non-managed Assets ($) | $388,000 | 380 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,598,000 | 187 |
| 2018-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,395,000 | 170 |
| Number of Managed Accounts | $1,391,000 | 140 |
| Number of Non-Managed Accounts | $4,000 | 774 |
| Total fiduciary and related assets | $601,243,000 | 248 |
| Managed Assets ($) | $600,861,000 | 211 |
| Non-managed Assets ($) | $382,000 | 814 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,997,000 | 195 |
| 2018-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,381,000 | 167 |
| Number of Managed Accounts | $1,379,000 | 139 |
| Number of Non-Managed Accounts | $2,000 | 377 |
| Total fiduciary and related assets | $649,258,000 | 249 |
| Managed Assets ($) | $648,902,000 | 209 |
| Non-managed Assets ($) | $356,000 | 384 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,610,000 | 194 |
| 2018-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,371,000 | 171 |
| Number of Managed Accounts | $1,368,000 | 141 |
| Number of Non-Managed Accounts | $3,000 | 373 |
| Total fiduciary and related assets | $651,480,000 | 249 |
| Managed Assets ($) | $651,095,000 | 204 |
| Non-managed Assets ($) | $385,000 | 386 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,086,000 | 191 |
| 2018-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,359,000 | 173 |
| Number of Managed Accounts | $1,356,000 | 143 |
| Number of Non-Managed Accounts | $3,000 | 378 |
| Total fiduciary and related assets | $642,262,000 | 248 |
| Managed Assets ($) | $641,906,000 | 204 |
| Non-managed Assets ($) | $356,000 | 388 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,533,000 | 194 |
| 2017-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,356,000 | 177 |
| Number of Managed Accounts | $1,352,000 | 143 |
| Number of Non-Managed Accounts | $4,000 | 801 |
| Total fiduciary and related assets | $640,394,000 | 249 |
| Managed Assets ($) | $637,076,000 | 208 |
| Non-managed Assets ($) | $3,318,000 | 695 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,892,000 | 192 |
| 2017-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,339,000 | 175 |
| Number of Managed Accounts | $1,336,000 | 145 |
| Number of Non-Managed Accounts | $3,000 | 367 |
| Total fiduciary and related assets | $621,187,000 | 249 |
| Managed Assets ($) | $620,833,000 | 208 |
| Non-managed Assets ($) | $354,000 | 379 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,259,000 | 193 |
| 2017-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,324,000 | 174 |
| Number of Managed Accounts | $1,321,000 | 143 |
| Number of Non-Managed Accounts | $3,000 | 374 |
| Total fiduciary and related assets | $594,547,000 | 250 |
| Managed Assets ($) | $594,212,000 | 210 |
| Non-managed Assets ($) | $335,000 | 382 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,831,000 | 192 |
| 2017-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,315,000 | 175 |
| Number of Managed Accounts | $1,310,000 | 145 |
| Number of Non-Managed Accounts | $5,000 | 364 |
| Total fiduciary and related assets | $574,232,000 | 256 |
| Managed Assets ($) | $572,742,000 | 216 |
| Non-managed Assets ($) | $1,490,000 | 381 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,328,000 | 197 |
| 2016-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,286,000 | 177 |
| Number of Managed Accounts | $1,281,000 | 148 |
| Number of Non-Managed Accounts | $5,000 | 810 |
| Total fiduciary and related assets | $537,277,000 | 256 |
| Managed Assets ($) | $535,816,000 | 223 |
| Non-managed Assets ($) | $1,461,000 | 785 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,043,000 | 196 |
| 2016-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,264,000 | 176 |
| Number of Managed Accounts | $1,259,000 | 149 |
| Number of Non-Managed Accounts | $5,000 | 372 |
| Total fiduciary and related assets | $527,520,000 | 259 |
| Managed Assets ($) | $526,071,000 | 223 |
| Non-managed Assets ($) | $1,449,000 | 386 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,771,000 | 194 |
| 2016-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,220,000 | 182 |
| Number of Managed Accounts | $1,217,000 | 153 |
| Number of Non-Managed Accounts | $3,000 | 387 |
| Total fiduciary and related assets | $499,973,000 | 265 |
| Managed Assets ($) | $499,757,000 | 230 |
| Non-managed Assets ($) | $216,000 | 397 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,524,000 | 196 |
| 2016-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,192,000 | 182 |
| Number of Managed Accounts | $1,190,000 | 153 |
| Number of Non-Managed Accounts | $2,000 | 391 |
| Total fiduciary and related assets | $492,346,000 | 267 |
| Managed Assets ($) | $491,820,000 | 231 |
| Non-managed Assets ($) | $526,000 | 397 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,336,000 | 189 |
| 2015-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,176,000 | 193 |
| Number of Managed Accounts | $1,174,000 | 153 |
| Number of Non-Managed Accounts | $2,000 | 931 |
| Total fiduciary and related assets | $481,802,000 | 270 |
| Managed Assets ($) | $481,221,000 | 234 |
| Non-managed Assets ($) | $581,000 | 877 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,598,000 | 213 |
| 2015-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,192,000 | 181 |
| Number of Managed Accounts | $1,189,000 | 149 |
| Number of Non-Managed Accounts | $3,000 | 384 |
| Total fiduciary and related assets | $473,319,000 | 272 |
| Managed Assets ($) | $472,619,000 | 230 |
| Non-managed Assets ($) | $700,000 | 387 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,519,000 | 212 |
| 2015-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,204,000 | 183 |
| Number of Managed Accounts | $1,200,000 | 148 |
| Number of Non-Managed Accounts | $4,000 | 382 |
| Total fiduciary and related assets | $492,099,000 | 274 |
| Managed Assets ($) | $491,069,000 | 234 |
| Non-managed Assets ($) | $1,030,000 | 389 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,445,000 | 209 |
| 2015-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,227,000 | 180 |
| Number of Managed Accounts | $1,223,000 | 145 |
| Number of Non-Managed Accounts | $4,000 | 383 |
| Total fiduciary and related assets | $498,321,000 | 272 |
| Managed Assets ($) | $497,280,000 | 233 |
| Non-managed Assets ($) | $1,041,000 | 390 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,247,000 | 207 |
| 2014-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,259,000 | 183 |
| Number of Managed Accounts | $1,255,000 | 140 |
| Number of Non-Managed Accounts | $4,000 | 915 |
| Total fiduciary and related assets | $503,561,000 | 275 |
| Managed Assets ($) | $502,584,000 | 232 |
| Non-managed Assets ($) | $977,000 | 879 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,687,000 | 205 |
| 2014-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,336,000 | 170 |
| Number of Managed Accounts | $1,334,000 | 129 |
| Number of Non-Managed Accounts | $2,000 | 388 |
| Total fiduciary and related assets | $503,204,000 | 270 |
| Managed Assets ($) | $502,662,000 | 229 |
| Non-managed Assets ($) | $542,000 | 391 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,599,000 | 202 |
| 2014-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,471,000 | 153 |
| Number of Managed Accounts | $1,467,000 | 117 |
| Number of Non-Managed Accounts | $4,000 | 385 |
| Total fiduciary and related assets | $529,201,000 | 265 |
| Managed Assets ($) | $525,490,000 | 222 |
| Non-managed Assets ($) | $3,711,000 | 378 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,427,000 | 199 |
| 2014-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,646,000 | 138 |
| Number of Managed Accounts | $1,641,000 | 105 |
| Number of Non-Managed Accounts | $5,000 | 379 |
| Total fiduciary and related assets | $528,400,000 | 261 |
| Managed Assets ($) | $524,486,000 | 214 |
| Non-managed Assets ($) | $3,914,000 | 374 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,208,000 | 201 |
| 2013-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,747,000 | 130 |
| Number of Managed Accounts | $1,741,000 | 102 |
| Number of Non-Managed Accounts | $6,000 | 884 |
| Total fiduciary and related assets | $520,698,000 | 261 |
| Managed Assets ($) | $516,756,000 | 213 |
| Non-managed Assets ($) | $3,942,000 | 744 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,770,000 | 191 |
| 2013-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,770,000 | 124 |
| Number of Managed Accounts | $1,762,000 | 98 |
| Number of Non-Managed Accounts | $8,000 | 353 |
| Total fiduciary and related assets | $504,418,000 | 257 |
| Managed Assets ($) | $499,723,000 | 209 |
| Non-managed Assets ($) | $4,695,000 | 356 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,551,000 | 190 |
| 2013-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,773,000 | 125 |
| Number of Managed Accounts | $1,767,000 | 97 |
| Number of Non-Managed Accounts | $6,000 | 361 |
| Total fiduciary and related assets | $493,443,000 | 256 |
| Managed Assets ($) | $488,909,000 | 208 |
| Non-managed Assets ($) | $4,534,000 | 362 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,278,000 | 193 |
| 2013-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,749,000 | 129 |
| Number of Managed Accounts | $1,741,000 | 97 |
| Number of Non-Managed Accounts | $8,000 | 358 |
| Total fiduciary and related assets | $499,807,000 | 257 |
| Managed Assets ($) | $495,578,000 | 205 |
| Non-managed Assets ($) | $4,229,000 | 365 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,127,000 | 192 |
| 2012-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,702,000 | 137 |
| Number of Managed Accounts | $1,693,000 | 98 |
| Number of Non-Managed Accounts | $9,000 | 856 |
| Total fiduciary and related assets | $476,027,000 | 259 |
| Managed Assets ($) | $471,343,000 | 207 |
| Non-managed Assets ($) | $4,684,000 | 730 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,575,000 | 185 |
| 2012-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,673,000 | 130 |
| Number of Managed Accounts | $1,663,000 | 96 |
| Number of Non-Managed Accounts | $10,000 | 337 |
| Total fiduciary and related assets | $474,360,000 | 260 |
| Managed Assets ($) | $469,176,000 | 204 |
| Non-managed Assets ($) | $5,184,000 | 347 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,348,000 | 187 |
| 2012-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,677,000 | 129 |
| Number of Managed Accounts | $1,667,000 | 94 |
| Number of Non-Managed Accounts | $10,000 | 342 |
| Total fiduciary and related assets | $475,656,000 | 253 |
| Managed Assets ($) | $470,224,000 | 196 |
| Non-managed Assets ($) | $5,432,000 | 345 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,252,000 | 186 |
| 2012-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,670,000 | 133 |
| Number of Managed Accounts | $1,651,000 | 97 |
| Number of Non-Managed Accounts | $19,000 | 310 |
| Total fiduciary and related assets | $488,780,000 | 248 |
| Managed Assets ($) | $480,425,000 | 198 |
| Non-managed Assets ($) | $8,355,000 | 335 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,136,000 | 184 |
| 2011-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,659,000 | 139 |
| Number of Managed Accounts | $1,643,000 | 96 |
| Number of Non-Managed Accounts | $16,000 | 753 |
| Total fiduciary and related assets | $468,934,000 | 248 |
| Managed Assets ($) | $459,848,000 | 196 |
| Non-managed Assets ($) | $9,086,000 | 620 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,216,000 | 160 |
| 2011-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,651,000 | 136 |
| Number of Managed Accounts | $1,635,000 | 100 |
| Number of Non-Managed Accounts | $16,000 | 338 |
| Total fiduciary and related assets | $437,096,000 | 248 |
| Managed Assets ($) | $427,707,000 | 197 |
| Non-managed Assets ($) | $9,389,000 | 339 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,091,000 | 164 |
| 2011-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,593,000 | 140 |
| Number of Managed Accounts | $1,578,000 | 103 |
| Number of Non-Managed Accounts | $15,000 | 340 |
| Total fiduciary and related assets | $463,572,000 | 248 |
| Managed Assets ($) | $458,078,000 | 195 |
| Non-managed Assets ($) | $5,494,000 | 356 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,045,000 | 166 |
| 2011-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,550,000 | 139 |
| Number of Managed Accounts | $1,525,000 | 102 |
| Number of Non-Managed Accounts | $25,000 | 315 |
| Total fiduciary and related assets | $464,866,000 | 249 |
| Managed Assets ($) | $455,744,000 | 194 |
| Non-managed Assets ($) | $9,122,000 | 344 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,012,000 | 165 |
| 2010-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,487,000 | 149 |
| Number of Managed Accounts | $1,458,000 | 107 |
| Number of Non-Managed Accounts | $29,000 | 651 |
| Total fiduciary and related assets | $444,466,000 | 256 |
| Managed Assets ($) | $435,095,000 | 198 |
| Non-managed Assets ($) | $9,371,000 | 636 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,605,000 | 174 |
| 2010-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,450,000 | 147 |
| Number of Managed Accounts | $1,419,000 | 108 |
| Number of Non-Managed Accounts | $31,000 | 293 |
| Total fiduciary and related assets | $425,477,000 | 256 |
| Managed Assets ($) | $416,386,000 | 202 |
| Non-managed Assets ($) | $9,091,000 | 343 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,628,000 | 177 |
| 2010-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,445,000 | 145 |
| Number of Managed Accounts | $1,415,000 | 106 |
| Number of Non-Managed Accounts | $30,000 | 302 |
| Total fiduciary and related assets | $401,827,000 | 254 |
| Managed Assets ($) | $393,394,000 | 205 |
| Non-managed Assets ($) | $8,433,000 | 347 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,665,000 | 189 |
| 2010-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,427,000 | 148 |
| Number of Managed Accounts | $1,400,000 | 109 |
| Number of Non-Managed Accounts | $27,000 | 311 |
| Total fiduciary and related assets | $416,203,000 | 260 |
| Managed Assets ($) | $409,881,000 | 205 |
| Non-managed Assets ($) | $6,322,000 | 359 |
| Memoranda | ||
| Gross Fiduciary activities income | $760,000 | 205 |
| 2009-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,323,000 | 165 |
| Number of Managed Accounts | $1,295,000 | 121 |
| Number of Non-Managed Accounts | $28,000 | 692 |
| Total fiduciary and related assets | $397,128,000 | 264 |
| Managed Assets ($) | $390,510,000 | 214 |
| Non-managed Assets ($) | $6,618,000 | 697 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,646,000 | 208 |
| 2009-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,297,000 | 158 |
| Number of Managed Accounts | $1,282,000 | 118 |
| Number of Non-Managed Accounts | $15,000 | 328 |
| Total fiduciary and related assets | $388,624,000 | 267 |
| Managed Assets ($) | $385,291,000 | 216 |
| Non-managed Assets ($) | $3,333,000 | 355 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,957,000 | 207 |
| 2009-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,299,000 | 162 |
| Number of Managed Accounts | $1,283,000 | 123 |
| Number of Non-Managed Accounts | $16,000 | 335 |
| Total fiduciary and related assets | $355,952,000 | 272 |
| Managed Assets ($) | $352,390,000 | 224 |
| Non-managed Assets ($) | $3,562,000 | 356 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,286,000 | 211 |
| 2009-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,313,000 | 156 |
| Number of Managed Accounts | $1,297,000 | 123 |
| Number of Non-Managed Accounts | $16,000 | 329 |
| Total fiduciary and related assets | $321,078,000 | 278 |
| Managed Assets ($) | $316,095,000 | 233 |
| Non-managed Assets ($) | $4,983,000 | 347 |
| Memoranda | ||
| Gross Fiduciary activities income | $649,000 | 216 |
| 2008-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,345,000 | 166 |
| Number of Managed Accounts | $1,330,000 | 124 |
| Number of Non-Managed Accounts | $15,000 | 829 |
| Total fiduciary and related assets | $337,675,000 | 282 |
| Managed Assets ($) | $336,150,000 | 225 |
| Non-managed Assets ($) | $1,525,000 | 917 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,227,000 | 172 |
| 2008-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,338,000 | 153 |
| Number of Managed Accounts | $1,314,000 | 117 |
| Number of Non-Managed Accounts | $24,000 | 328 |
| Total fiduciary and related assets | $375,168,000 | 280 |
| Managed Assets ($) | $372,351,000 | 223 |
| Non-managed Assets ($) | $2,817,000 | 390 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,137,000 | 176 |
| 2008-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,332,000 | 159 |
| Number of Managed Accounts | $1,312,000 | 121 |
| Number of Non-Managed Accounts | $20,000 | 342 |
| Total fiduciary and related assets | $399,580,000 | 286 |
| Managed Assets ($) | $396,980,000 | 224 |
| Non-managed Assets ($) | $2,600,000 | 396 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,168,000 | 177 |
| 2008-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,323,000 | 164 |
| Number of Managed Accounts | $1,303,000 | 124 |
| Number of Non-Managed Accounts | $20,000 | 345 |
| Total fiduciary and related assets | $403,164,000 | 291 |
| Managed Assets ($) | $400,580,000 | 227 |
| Non-managed Assets ($) | $2,584,000 | 400 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,083,000 | 175 |
| 2007-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,301,000 | 178 |
| Number of Managed Accounts | $1,281,000 | 127 |
| Number of Non-Managed Accounts | $20,000 | 773 |
| Total fiduciary and related assets | $414,436,000 | 290 |
| Managed Assets ($) | $411,712,000 | 222 |
| Non-managed Assets ($) | $2,724,000 | 864 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,582,000 | 239 |
| 2007-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,219,000 | 175 |
| Number of Managed Accounts | $1,199,000 | 133 |
| Number of Non-Managed Accounts | $20,000 | 333 |
| Total fiduciary and related assets | $393,070,000 | 297 |
| Managed Assets ($) | $390,330,000 | 231 |
| Non-managed Assets ($) | $2,740,000 | 386 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,946,000 | 236 |
| 2007-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,245,000 | 172 |
| Number of Managed Accounts | $1,226,000 | 133 |
| Number of Non-Managed Accounts | $19,000 | 347 |
| Total fiduciary and related assets | $393,273,000 | 305 |
| Managed Assets ($) | $390,776,000 | 237 |
| Non-managed Assets ($) | $2,497,000 | 395 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,258,000 | 248 |
| 2007-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,256,000 | 170 |
| Number of Managed Accounts | $1,237,000 | 129 |
| Number of Non-Managed Accounts | $19,000 | 345 |
| Total fiduciary and related assets | $385,174,000 | 300 |
| Managed Assets ($) | $382,389,000 | 229 |
| Non-managed Assets ($) | $2,785,000 | 393 |
| Memoranda | ||
| Gross Fiduciary activities income | $610,000 | 253 |
| 2006-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,272,000 | 181 |
| Number of Managed Accounts | $1,253,000 | 128 |
| Number of Non-Managed Accounts | $19,000 | 804 |
| Total fiduciary and related assets | $382,017,000 | 299 |
| Managed Assets ($) | $379,262,000 | 230 |
| Non-managed Assets ($) | $2,755,000 | 867 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,320,000 | 250 |
| 2006-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,263,000 | 169 |
| Number of Managed Accounts | $1,244,000 | 131 |
| Number of Non-Managed Accounts | $19,000 | 340 |
| Total fiduciary and related assets | $365,172,000 | 306 |
| Managed Assets ($) | $362,530,000 | 240 |
| Non-managed Assets ($) | $2,642,000 | 378 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,744,000 | 252 |
| 2006-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,259,000 | 172 |
| Number of Managed Accounts | $1,240,000 | 135 |
| Number of Non-Managed Accounts | $19,000 | 347 |
| Total fiduciary and related assets | $363,057,000 | 309 |
| Managed Assets ($) | $359,892,000 | 243 |
| Non-managed Assets ($) | $3,165,000 | 380 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,173,000 | 253 |
| 2006-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,254,000 | 175 |
| Number of Managed Accounts | $1,235,000 | 137 |
| Number of Non-Managed Accounts | $19,000 | 348 |
| Total fiduciary and related assets | $359,050,000 | 308 |
| Managed Assets ($) | $355,646,000 | 243 |
| Non-managed Assets ($) | $3,404,000 | 384 |
| Memoranda | ||
| Gross Fiduciary activities income | $548,000 | 261 |
| 2005-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,226,000 | 184 |
| Number of Managed Accounts | $1,207,000 | 140 |
| Number of Non-Managed Accounts | $19,000 | 835 |
| Total fiduciary and related assets | $340,741,000 | 316 |
| Managed Assets ($) | $337,450,000 | 247 |
| Non-managed Assets ($) | $3,291,000 | 858 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,175,000 | 256 |
| 2005-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,226,000 | 171 |
| Number of Managed Accounts | $1,207,000 | 137 |
| Number of Non-Managed Accounts | $19,000 | 343 |
| Total fiduciary and related assets | $336,572,000 | 308 |
| Managed Assets ($) | $333,331,000 | 244 |
| Non-managed Assets ($) | $3,241,000 | 377 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,655,000 | 251 |
| 2005-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,200,000 | 177 |
| Number of Managed Accounts | $1,181,000 | 138 |
| Number of Non-Managed Accounts | $19,000 | 362 |
| Total fiduciary and related assets | $328,455,000 | 311 |
| Managed Assets ($) | $325,973,000 | 245 |
| Non-managed Assets ($) | $2,482,000 | 398 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,106,000 | 247 |
| 2005-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,188,000 | 178 |
| Number of Managed Accounts | $1,167,000 | 141 |
| Number of Non-Managed Accounts | $21,000 | 358 |
| Total fiduciary and related assets | $320,520,000 | 311 |
| Managed Assets ($) | $318,922,000 | 245 |
| Non-managed Assets ($) | $1,598,000 | 405 |
| Memoranda | ||
| Gross Fiduciary activities income | $538,000 | 256 |
| 2004-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,182,000 | 192 |
| Number of Managed Accounts | $1,161,000 | 142 |
| Number of Non-Managed Accounts | $21,000 | 823 |
| Total fiduciary and related assets | $323,034,000 | 315 |
| Managed Assets ($) | $321,391,000 | 247 |
| Non-managed Assets ($) | $1,643,000 | 971 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,863,000 | 273 |
| 2004-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,184,000 | 179 |
| Number of Managed Accounts | $1,164,000 | 140 |
| Number of Non-Managed Accounts | $20,000 | 354 |
| Total fiduciary and related assets | $298,483,000 | 322 |
| Managed Assets ($) | $297,022,000 | 249 |
| Non-managed Assets ($) | $1,461,000 | 397 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,393,000 | 274 |
| 2004-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,179,000 | 182 |
| Number of Managed Accounts | $1,159,000 | 142 |
| Number of Non-Managed Accounts | $20,000 | 366 |
| Total fiduciary and related assets | $295,779,000 | 324 |
| Managed Assets ($) | $294,330,000 | 249 |
| Non-managed Assets ($) | $1,449,000 | 405 |
| Memoranda | ||
| Gross Fiduciary activities income | $914,000 | 280 |
| 2004-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,181,000 | 180 |
| Number of Managed Accounts | $1,161,000 | 144 |
| Number of Non-Managed Accounts | $20,000 | 371 |
| Total fiduciary and related assets | $293,971,000 | 327 |
| Managed Assets ($) | $292,494,000 | 250 |
| Non-managed Assets ($) | $1,477,000 | 411 |
| Memoranda | ||
| Gross Fiduciary activities income | $456,000 | 278 |
| 2003-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,119,000 | 208 |
| Number of Managed Accounts | $1,100,000 | 150 |
| Number of Non-Managed Accounts | $19,000 | 862 |
| Total fiduciary and related assets | $273,470,000 | 356 |
| Managed Assets ($) | $272,220,000 | 266 |
| Non-managed Assets ($) | $1,250,000 | 1,049 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,463,000 | 312 |
| 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 | $1,072,000 | 325 |
| 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 | $694,000 | 333 |
| 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 | $319,000 | 355 |
| 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 | $1,062,000 | 235 |
| Number of Managed Accounts | $1,043,000 | 170 |
| Number of Non-Managed Accounts | $19,000 | 881 |
| Total fiduciary and related assets | $213,333,000 | 403 |
| Managed Assets ($) | $212,404,000 | 311 |
| Non-managed Assets ($) | $929,000 | 1,113 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,386,000 | 346 |
| 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 | $1,027,000 | 223 |
| Number of Managed Accounts | $1,004,000 | 161 |
| Number of Non-Managed Accounts | $23,000 | 794 |
| Total fiduciary and related assets | $202,002,000 | 397 |
| Managed Assets ($) | $200,486,000 | 330 |
| Non-managed Assets ($) | $1,516,000 | 989 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,219,000 | 381 |
| 2000-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,125,000 | 402 |
| 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 | $862,000 | 495 |
| 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 | $656,000 | 553 |
| 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 | $490,000 | 665 |
| 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 | $384,000 | 783 |
| 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 | $297,000 | 907 |
| 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 | $186,000 | 1,033 |
| 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 | $157,000 | 1,111 |
| 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 |