Home > Pinnacle Bank > Fiduciary and Related Services
Pinnacle Bank, Fiduciary and Related Services
| 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 | $714,000 | 265 |
| Number of Managed Accounts | $695,000 | 239 |
| Number of Non-Managed Accounts | $19,000 | 304 |
| Total fiduciary and related assets | $651,538,000 | 284 |
| Managed Assets ($) | $627,156,000 | 254 |
| Non-managed Assets ($) | $24,382,000 | 297 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,337,000 | 329 |
| 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 | $723,000 | 288 |
| Number of Managed Accounts | $705,000 | 255 |
| Number of Non-Managed Accounts | $18,000 | 363 |
| Total fiduciary and related assets | $678,212,000 | 289 |
| Managed Assets ($) | $653,394,000 | 256 |
| Non-managed Assets ($) | $24,818,000 | 352 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,533,000 | 328 |
| 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 | $728,000 | 271 |
| Number of Managed Accounts | $707,000 | 242 |
| Number of Non-Managed Accounts | $21,000 | 311 |
| Total fiduciary and related assets | $641,814,000 | 286 |
| Managed Assets ($) | $615,549,000 | 261 |
| Non-managed Assets ($) | $26,265,000 | 305 |
| Memoranda | ||
| Gross Fiduciary activities income | $777,000 | 337 |
| 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 | $718,000 | 307 |
| Number of Managed Accounts | $697,000 | 272 |
| Number of Non-Managed Accounts | $21,000 | 544 |
| Total fiduciary and related assets | $607,228,000 | 309 |
| Managed Assets ($) | $581,951,000 | 276 |
| Non-managed Assets ($) | $25,277,000 | 438 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,047,000 | 341 |
| 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 | $722,000 | 276 |
| Number of Managed Accounts | $700,000 | 250 |
| Number of Non-Managed Accounts | $22,000 | 319 |
| Total fiduciary and related assets | $587,388,000 | 297 |
| Managed Assets ($) | $563,541,000 | 267 |
| Non-managed Assets ($) | $23,847,000 | 319 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,278,000 | 342 |
| 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 | $714,000 | 260 |
| Number of Managed Accounts | $688,000 | 241 |
| Number of Non-Managed Accounts | $26,000 | 320 |
| Total fiduciary and related assets | $609,689,000 | 270 |
| Managed Assets ($) | $584,852,000 | 241 |
| Non-managed Assets ($) | $24,837,000 | 327 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,595,000 | 298 |
| 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 | $713,000 | 245 |
| Number of Managed Accounts | $685,000 | 229 |
| Number of Non-Managed Accounts | $28,000 | 274 |
| Total fiduciary and related assets | $651,265,000 | 258 |
| Managed Assets ($) | $623,734,000 | 235 |
| Non-managed Assets ($) | $27,531,000 | 277 |
| Memoranda | ||
| Gross Fiduciary activities income | $785,000 | 303 |
| 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 | $708,000 | 275 |
| Number of Managed Accounts | $674,000 | 250 |
| Number of Non-Managed Accounts | $34,000 | 454 |
| Total fiduciary and related assets | $655,586,000 | 283 |
| Managed Assets ($) | $626,311,000 | 249 |
| Non-managed Assets ($) | $29,275,000 | 399 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,533,000 | 326 |
| 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 | $713,000 | 248 |
| Number of Managed Accounts | $679,000 | 232 |
| Number of Non-Managed Accounts | $34,000 | 261 |
| Total fiduciary and related assets | $600,404,000 | 268 |
| Managed Assets ($) | $570,762,000 | 244 |
| Non-managed Assets ($) | $29,642,000 | 267 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,884,000 | 330 |
| 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 | $706,000 | 265 |
| Number of Managed Accounts | $672,000 | 248 |
| Number of Non-Managed Accounts | $34,000 | 296 |
| Total fiduciary and related assets | $579,597,000 | 288 |
| Managed Assets ($) | $548,991,000 | 258 |
| Non-managed Assets ($) | $30,606,000 | 312 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,313,000 | 318 |
| 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 | $713,000 | 249 |
| Number of Managed Accounts | $679,000 | 233 |
| Number of Non-Managed Accounts | $34,000 | 264 |
| Total fiduciary and related assets | $561,639,000 | 271 |
| Managed Assets ($) | $532,177,000 | 248 |
| Non-managed Assets ($) | $29,462,000 | 267 |
| Memoranda | ||
| Gross Fiduciary activities income | $733,000 | 300 |
| 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 | $716,000 | 270 |
| Number of Managed Accounts | $681,000 | 246 |
| Number of Non-Managed Accounts | $35,000 | 463 |
| Total fiduciary and related assets | $552,107,000 | 289 |
| Managed Assets ($) | $522,116,000 | 261 |
| Non-managed Assets ($) | $29,991,000 | 388 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,062,000 | 344 |
| 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 | $696,000 | 246 |
| Number of Managed Accounts | $668,000 | 230 |
| Number of Non-Managed Accounts | $28,000 | 271 |
| Total fiduciary and related assets | $528,566,000 | 264 |
| Managed Assets ($) | $498,094,000 | 239 |
| Non-managed Assets ($) | $30,472,000 | 272 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,525,000 | 343 |
| 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 | $702,000 | 265 |
| Number of Managed Accounts | $674,000 | 240 |
| Number of Non-Managed Accounts | $28,000 | 305 |
| Total fiduciary and related assets | $560,170,000 | 273 |
| Managed Assets ($) | $530,832,000 | 246 |
| Non-managed Assets ($) | $29,338,000 | 309 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,075,000 | 332 |
| 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 | $722,000 | 244 |
| Number of Managed Accounts | $694,000 | 225 |
| Number of Non-Managed Accounts | $28,000 | 274 |
| Total fiduciary and related assets | $525,600,000 | 254 |
| Managed Assets ($) | $498,458,000 | 227 |
| Non-managed Assets ($) | $27,142,000 | 271 |
| Memoranda | ||
| Gross Fiduciary activities income | $634,000 | 309 |
| 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 | $716,000 | 270 |
| Number of Managed Accounts | $688,000 | 240 |
| Number of Non-Managed Accounts | $28,000 | 509 |
| Total fiduciary and related assets | $584,429,000 | 270 |
| Managed Assets ($) | $553,143,000 | 239 |
| Non-managed Assets ($) | $31,286,000 | 378 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,256,000 | 322 |
| 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 | $732,000 | 243 |
| Number of Managed Accounts | $702,000 | 224 |
| Number of Non-Managed Accounts | $30,000 | 275 |
| Total fiduciary and related assets | $544,486,000 | 263 |
| Managed Assets ($) | $514,562,000 | 236 |
| Non-managed Assets ($) | $29,924,000 | 274 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,659,000 | 326 |
| 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 | $728,000 | 252 |
| Number of Managed Accounts | $697,000 | 231 |
| Number of Non-Managed Accounts | $31,000 | 297 |
| Total fiduciary and related assets | $550,023,000 | 271 |
| Managed Assets ($) | $520,297,000 | 238 |
| Non-managed Assets ($) | $29,726,000 | 300 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,053,000 | 339 |
| 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 | $731,000 | 252 |
| Number of Managed Accounts | $700,000 | 232 |
| Number of Non-Managed Accounts | $31,000 | 299 |
| Total fiduciary and related assets | $542,170,000 | 270 |
| Managed Assets ($) | $512,902,000 | 237 |
| Non-managed Assets ($) | $29,268,000 | 308 |
| Memoranda | ||
| Gross Fiduciary activities income | $551,000 | 325 |
| 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 | $740,000 | 264 |
| Number of Managed Accounts | $707,000 | 229 |
| Number of Non-Managed Accounts | $33,000 | 492 |
| Total fiduciary and related assets | $519,461,000 | 271 |
| Managed Assets ($) | $491,403,000 | 238 |
| Non-managed Assets ($) | $28,058,000 | 394 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,083,000 | 338 |
| 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 | $734,000 | 253 |
| Number of Managed Accounts | $700,000 | 226 |
| Number of Non-Managed Accounts | $34,000 | 295 |
| Total fiduciary and related assets | $556,163,000 | 270 |
| Managed Assets ($) | $526,130,000 | 236 |
| Non-managed Assets ($) | $30,033,000 | 309 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,523,000 | 344 |
| 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 | $724,000 | 258 |
| Number of Managed Accounts | $692,000 | 234 |
| Number of Non-Managed Accounts | $32,000 | 302 |
| Total fiduciary and related assets | $530,774,000 | 276 |
| Managed Assets ($) | $502,687,000 | 239 |
| Non-managed Assets ($) | $28,087,000 | 310 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,089,000 | 334 |
| 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 | $744,000 | 257 |
| Number of Managed Accounts | $705,000 | 229 |
| Number of Non-Managed Accounts | $39,000 | 289 |
| Total fiduciary and related assets | $531,193,000 | 275 |
| Managed Assets ($) | $503,374,000 | 232 |
| Non-managed Assets ($) | $27,819,000 | 311 |
| Memoranda | ||
| Gross Fiduciary activities income | $505,000 | 348 |
| 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 | $738,000 | 276 |
| Number of Managed Accounts | $698,000 | 235 |
| Number of Non-Managed Accounts | $40,000 | 464 |
| Total fiduciary and related assets | $530,446,000 | 275 |
| Managed Assets ($) | $502,564,000 | 233 |
| Non-managed Assets ($) | $27,882,000 | 408 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,857,000 | 355 |
| 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 | $743,000 | 258 |
| Number of Managed Accounts | $702,000 | 228 |
| Number of Non-Managed Accounts | $41,000 | 275 |
| Total fiduciary and related assets | $521,189,000 | 277 |
| Managed Assets ($) | $493,989,000 | 235 |
| Non-managed Assets ($) | $27,200,000 | 311 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,361,000 | 359 |
| 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 | $746,000 | 260 |
| Number of Managed Accounts | $704,000 | 231 |
| Number of Non-Managed Accounts | $42,000 | 273 |
| Total fiduciary and related assets | $508,035,000 | 273 |
| Managed Assets ($) | $481,372,000 | 232 |
| Non-managed Assets ($) | $26,663,000 | 312 |
| Memoranda | ||
| Gross Fiduciary activities income | $952,000 | 348 |
| 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 | $806,000 | 250 |
| Number of Managed Accounts | $764,000 | 214 |
| Number of Non-Managed Accounts | $42,000 | 272 |
| Total fiduciary and related assets | $504,483,000 | 274 |
| Managed Assets ($) | $479,868,000 | 236 |
| Non-managed Assets ($) | $24,615,000 | 311 |
| Memoranda | ||
| Gross Fiduciary activities income | $511,000 | 332 |
| 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 | $801,000 | 255 |
| Number of Managed Accounts | $757,000 | 215 |
| Number of Non-Managed Accounts | $44,000 | 450 |
| Total fiduciary and related assets | $480,639,000 | 275 |
| Managed Assets ($) | $444,881,000 | 247 |
| Non-managed Assets ($) | $35,758,000 | 367 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,048,000 | 332 |
| 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 | $782,000 | 248 |
| Number of Managed Accounts | $738,000 | 216 |
| Number of Non-Managed Accounts | $44,000 | 281 |
| Total fiduciary and related assets | $461,915,000 | 280 |
| Managed Assets ($) | $424,585,000 | 249 |
| Non-managed Assets ($) | $37,330,000 | 297 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,518,000 | 334 |
| 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 | $719,000 | 262 |
| Number of Managed Accounts | $684,000 | 230 |
| Number of Non-Managed Accounts | $35,000 | 298 |
| Total fiduciary and related assets | $433,817,000 | 292 |
| Managed Assets ($) | $398,118,000 | 261 |
| Non-managed Assets ($) | $35,699,000 | 305 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,139,000 | 309 |
| 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 | $687,000 | 267 |
| Number of Managed Accounts | $654,000 | 237 |
| Number of Non-Managed Accounts | $33,000 | 306 |
| Total fiduciary and related assets | $430,167,000 | 291 |
| Managed Assets ($) | $398,342,000 | 257 |
| Non-managed Assets ($) | $31,825,000 | 307 |
| Memoranda | ||
| Gross Fiduciary activities income | $626,000 | 292 |
| 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 | $684,000 | 282 |
| Number of Managed Accounts | $651,000 | 245 |
| Number of Non-Managed Accounts | $33,000 | 529 |
| Total fiduciary and related assets | $434,544,000 | 286 |
| Managed Assets ($) | $401,674,000 | 257 |
| Non-managed Assets ($) | $32,870,000 | 377 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,794,000 | 360 |
| 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 | $668,000 | 275 |
| Number of Managed Accounts | $634,000 | 243 |
| Number of Non-Managed Accounts | $34,000 | 293 |
| Total fiduciary and related assets | $424,891,000 | 285 |
| Managed Assets ($) | $393,152,000 | 255 |
| Non-managed Assets ($) | $31,739,000 | 305 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,333,000 | 363 |
| 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 | $690,000 | 268 |
| Number of Managed Accounts | $654,000 | 240 |
| Number of Non-Managed Accounts | $36,000 | 291 |
| Total fiduciary and related assets | $430,564,000 | 296 |
| Managed Assets ($) | $395,367,000 | 260 |
| Non-managed Assets ($) | $35,197,000 | 309 |
| Memoranda | ||
| Gross Fiduciary activities income | $956,000 | 345 |
| 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 | $663,000 | 279 |
| Number of Managed Accounts | $626,000 | 245 |
| Number of Non-Managed Accounts | $37,000 | 293 |
| Total fiduciary and related assets | $425,190,000 | 296 |
| Managed Assets ($) | $389,883,000 | 266 |
| Non-managed Assets ($) | $35,307,000 | 309 |
| Memoranda | ||
| Gross Fiduciary activities income | $554,000 | 317 |
| 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 | $663,000 | 297 |
| Number of Managed Accounts | $629,000 | 254 |
| Number of Non-Managed Accounts | $34,000 | 542 |
| Total fiduciary and related assets | $407,311,000 | 304 |
| Managed Assets ($) | $374,362,000 | 273 |
| Non-managed Assets ($) | $32,949,000 | 386 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,721,000 | 362 |
| 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 | $691,000 | 272 |
| Number of Managed Accounts | $655,000 | 234 |
| Number of Non-Managed Accounts | $36,000 | 294 |
| Total fiduciary and related assets | $398,918,000 | 304 |
| Managed Assets ($) | $364,760,000 | 273 |
| Non-managed Assets ($) | $34,158,000 | 301 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,198,000 | 379 |
| 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 | $675,000 | 275 |
| Number of Managed Accounts | $640,000 | 241 |
| Number of Non-Managed Accounts | $35,000 | 293 |
| Total fiduciary and related assets | $390,432,000 | 310 |
| Managed Assets ($) | $356,817,000 | 275 |
| Non-managed Assets ($) | $33,615,000 | 303 |
| Memoranda | ||
| Gross Fiduciary activities income | $850,000 | 368 |
| 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 | $667,000 | 279 |
| Number of Managed Accounts | $632,000 | 243 |
| Number of Non-Managed Accounts | $35,000 | 294 |
| Total fiduciary and related assets | $375,703,000 | 312 |
| Managed Assets ($) | $344,616,000 | 281 |
| Non-managed Assets ($) | $31,087,000 | 312 |
| Memoranda | ||
| Gross Fiduciary activities income | $458,000 | 352 |
| 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 | $646,000 | 305 |
| Number of Managed Accounts | $612,000 | 255 |
| Number of Non-Managed Accounts | $34,000 | 554 |
| Total fiduciary and related assets | $372,301,000 | 315 |
| Managed Assets ($) | $342,005,000 | 280 |
| Non-managed Assets ($) | $30,296,000 | 409 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,562,000 | 368 |
| 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 | $635,000 | 277 |
| Number of Managed Accounts | $601,000 | 241 |
| Number of Non-Managed Accounts | $34,000 | 288 |
| Total fiduciary and related assets | $354,302,000 | 316 |
| Managed Assets ($) | $325,897,000 | 279 |
| Non-managed Assets ($) | $28,405,000 | 305 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,068,000 | 388 |
| 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 | $627,000 | 274 |
| Number of Managed Accounts | $587,000 | 238 |
| Number of Non-Managed Accounts | $40,000 | 282 |
| Total fiduciary and related assets | $335,002,000 | 324 |
| Managed Assets ($) | $306,827,000 | 282 |
| Non-managed Assets ($) | $28,175,000 | 308 |
| Memoranda | ||
| Gross Fiduciary activities income | $748,000 | 378 |
| 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 | $607,000 | 282 |
| Number of Managed Accounts | $570,000 | 246 |
| Number of Non-Managed Accounts | $37,000 | 290 |
| Total fiduciary and related assets | $323,227,000 | 324 |
| Managed Assets ($) | $296,314,000 | 286 |
| Non-managed Assets ($) | $26,913,000 | 312 |
| Memoranda | ||
| Gross Fiduciary activities income | $407,000 | 362 |
| 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 | $600,000 | 313 |
| Number of Managed Accounts | $562,000 | 259 |
| Number of Non-Managed Accounts | $38,000 | 541 |
| Total fiduciary and related assets | $304,715,000 | 332 |
| Managed Assets ($) | $280,911,000 | 287 |
| Non-managed Assets ($) | $23,804,000 | 459 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,399,000 | 380 |
| 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 | $601,000 | 278 |
| Number of Managed Accounts | $561,000 | 243 |
| Number of Non-Managed Accounts | $40,000 | 275 |
| Total fiduciary and related assets | $297,769,000 | 328 |
| Managed Assets ($) | $273,109,000 | 288 |
| Non-managed Assets ($) | $24,660,000 | 303 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,044,000 | 381 |
| 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 | $594,000 | 277 |
| Number of Managed Accounts | $555,000 | 240 |
| Number of Non-Managed Accounts | $39,000 | 277 |
| Total fiduciary and related assets | $289,570,000 | 325 |
| Managed Assets ($) | $266,080,000 | 282 |
| Non-managed Assets ($) | $23,490,000 | 303 |
| Memoranda | ||
| Gross Fiduciary activities income | $757,000 | 363 |
| 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 | $583,000 | 279 |
| Number of Managed Accounts | $546,000 | 238 |
| Number of Non-Managed Accounts | $37,000 | 274 |
| Total fiduciary and related assets | $288,814,000 | 332 |
| Managed Assets ($) | $266,571,000 | 282 |
| Non-managed Assets ($) | $22,243,000 | 304 |
| Memoranda | ||
| Gross Fiduciary activities income | $455,000 | 325 |
| 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 | $568,000 | 329 |
| Number of Managed Accounts | $531,000 | 264 |
| Number of Non-Managed Accounts | $37,000 | 552 |
| Total fiduciary and related assets | $283,713,000 | 328 |
| Managed Assets ($) | $262,307,000 | 282 |
| Non-managed Assets ($) | $21,406,000 | 468 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,262,000 | 349 |
| 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 | $577,000 | 282 |
| Number of Managed Accounts | $539,000 | 240 |
| Number of Non-Managed Accounts | $38,000 | 284 |
| Total fiduciary and related assets | $270,228,000 | 325 |
| Managed Assets ($) | $250,320,000 | 278 |
| Non-managed Assets ($) | $19,908,000 | 312 |
| Memoranda | ||
| Gross Fiduciary activities income | $921,000 | 351 |
| 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 | $554,000 | 289 |
| Number of Managed Accounts | $518,000 | 245 |
| Number of Non-Managed Accounts | $36,000 | 293 |
| Total fiduciary and related assets | $280,483,000 | 336 |
| Managed Assets ($) | $259,976,000 | 282 |
| Non-managed Assets ($) | $20,507,000 | 316 |
| Memoranda | ||
| Gross Fiduciary activities income | $676,000 | 344 |
| 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 | $536,000 | 298 |
| Number of Managed Accounts | $505,000 | 249 |
| Number of Non-Managed Accounts | $31,000 | 299 |
| Total fiduciary and related assets | $273,645,000 | 336 |
| Managed Assets ($) | $258,304,000 | 287 |
| Non-managed Assets ($) | $15,341,000 | 323 |
| Memoranda | ||
| Gross Fiduciary activities income | $373,000 | 328 |
| 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 | $539,000 | 347 |
| Number of Managed Accounts | $508,000 | 273 |
| Number of Non-Managed Accounts | $31,000 | 634 |
| Total fiduciary and related assets | $262,502,000 | 348 |
| Managed Assets ($) | $246,491,000 | 296 |
| Non-managed Assets ($) | $16,011,000 | 526 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,209,000 | 355 |
| 2010-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 412 |
| Number of Managed Accounts | $0 | 393 |
| Number of Non-Managed Accounts | $0 | 391 |
| Total fiduciary and related assets | $0 | 411 |
| Managed Assets ($) | $0 | 394 |
| Non-managed Assets ($) | $0 | 389 |
| Memoranda | ||
| Gross Fiduciary activities income | $869,000 | 362 |
| 2010-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 414 |
| Number of Managed Accounts | $0 | 393 |
| Number of Non-Managed Accounts | $0 | 394 |
| Total fiduciary and related assets | $0 | 413 |
| Managed Assets ($) | $0 | 394 |
| Non-managed Assets ($) | $0 | 392 |
| Memoranda | ||
| Gross Fiduciary activities income | $611,000 | 353 |
| 2010-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 421 |
| Number of Managed Accounts | $0 | 397 |
| Number of Non-Managed Accounts | $0 | 401 |
| Total fiduciary and related assets | $0 | 419 |
| Managed Assets ($) | $0 | 397 |
| Non-managed Assets ($) | $0 | 399 |
| Memoranda | ||
| Gross Fiduciary activities income | $330,000 | 343 |
| 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 | $522,000 | 365 |
| Number of Managed Accounts | $487,000 | 283 |
| Number of Non-Managed Accounts | $35,000 | 618 |
| Total fiduciary and related assets | $238,021,000 | 356 |
| Managed Assets ($) | $218,755,000 | 303 |
| Non-managed Assets ($) | $19,266,000 | 504 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,045,000 | 376 |
| 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 | $0 | 409 |
| Number of Managed Accounts | $0 | 386 |
| Number of Non-Managed Accounts | $0 | 386 |
| Total fiduciary and related assets | $0 | 408 |
| Managed Assets ($) | $0 | 386 |
| Non-managed Assets ($) | $0 | 385 |
| Memoranda | ||
| Gross Fiduciary activities income | $772,000 | 377 |
| 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 | $0 | 415 |
| Number of Managed Accounts | $0 | 392 |
| Number of Non-Managed Accounts | $0 | 393 |
| Total fiduciary and related assets | $0 | 414 |
| Managed Assets ($) | $0 | 392 |
| Non-managed Assets ($) | $0 | 391 |
| Memoranda | ||
| Gross Fiduciary activities income | $558,000 | 360 |
| 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 | $0 | 418 |
| Number of Managed Accounts | $0 | 395 |
| Number of Non-Managed Accounts | $0 | 393 |
| Total fiduciary and related assets | $0 | 417 |
| Managed Assets ($) | $0 | 395 |
| Non-managed Assets ($) | $0 | 392 |
| Memoranda | ||
| Gross Fiduciary activities income | $316,000 | 333 |
| 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 | $492,000 | 386 |
| Number of Managed Accounts | $465,000 | 296 |
| Number of Non-Managed Accounts | $27,000 | 694 |
| Total fiduciary and related assets | $198,703,000 | 384 |
| Managed Assets ($) | $197,063,000 | 314 |
| Non-managed Assets ($) | $1,640,000 | 904 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,064,000 | 398 |
| 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 | $0 | 441 |
| Number of Managed Accounts | $0 | 419 |
| Number of Non-Managed Accounts | $0 | 421 |
| Total fiduciary and related assets | $0 | 440 |
| Managed Assets ($) | $0 | 419 |
| Non-managed Assets ($) | $0 | 420 |
| Memoranda | ||
| Gross Fiduciary activities income | $807,000 | 402 |
| 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 | $0 | 450 |
| Number of Managed Accounts | $0 | 425 |
| Number of Non-Managed Accounts | $0 | 427 |
| Total fiduciary and related assets | $0 | 449 |
| Managed Assets ($) | $0 | 425 |
| Non-managed Assets ($) | $0 | 426 |
| Memoranda | ||
| Gross Fiduciary activities income | $543,000 | 404 |
| 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 | $0 | 460 |
| Number of Managed Accounts | $0 | 434 |
| Number of Non-Managed Accounts | $0 | 433 |
| Total fiduciary and related assets | $0 | 459 |
| Managed Assets ($) | $0 | 434 |
| Non-managed Assets ($) | $0 | 431 |
| Memoranda | ||
| Gross Fiduciary activities income | $326,000 | 362 |
| 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 | $462,000 | 402 |
| Number of Managed Accounts | $435,000 | 309 |
| Number of Non-Managed Accounts | $27,000 | 702 |
| Total fiduciary and related assets | $236,927,000 | 392 |
| Managed Assets ($) | $233,443,000 | 325 |
| Non-managed Assets ($) | $3,484,000 | 826 |
| Memoranda | ||
| Gross Fiduciary activities income | $956,000 | 431 |
| 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 | $0 | 444 |
| Number of Managed Accounts | $0 | 421 |
| Number of Non-Managed Accounts | $0 | 417 |
| Total fiduciary and related assets | $0 | 443 |
| Managed Assets ($) | $0 | 421 |
| Non-managed Assets ($) | $0 | 416 |
| Memoranda | ||
| Gross Fiduciary activities income | $652,000 | 448 |
| 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 | $0 | 450 |
| Number of Managed Accounts | $0 | 427 |
| Number of Non-Managed Accounts | $0 | 422 |
| Total fiduciary and related assets | $0 | 449 |
| Managed Assets ($) | $0 | 427 |
| Non-managed Assets ($) | $0 | 421 |
| Memoranda | ||
| Gross Fiduciary activities income | $477,000 | 437 |
| 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 | $0 | 451 |
| Number of Managed Accounts | $0 | 427 |
| Number of Non-Managed Accounts | $0 | 425 |
| Total fiduciary and related assets | $0 | 450 |
| Managed Assets ($) | $0 | 427 |
| Non-managed Assets ($) | $0 | 424 |
| Memoranda | ||
| Gross Fiduciary activities income | $233,000 | 445 |
| 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 | $329,000 | 482 |
| Number of Managed Accounts | $303,000 | 385 |
| Number of Non-Managed Accounts | $26,000 | 728 |
| Total fiduciary and related assets | $207,528,000 | 414 |
| Managed Assets ($) | $204,084,000 | 353 |
| Non-managed Assets ($) | $3,444,000 | 830 |
| Memoranda | ||
| Gross Fiduciary activities income | $701,000 | 500 |
| 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 | $0 | 432 |
| Number of Managed Accounts | $0 | 409 |
| Number of Non-Managed Accounts | $0 | 409 |
| Total fiduciary and related assets | $0 | 431 |
| Managed Assets ($) | $0 | 409 |
| Non-managed Assets ($) | $0 | 408 |
| Memoranda | ||
| Gross Fiduciary activities income | $472,000 | 531 |
| 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 | $0 | 435 |
| Number of Managed Accounts | $0 | 413 |
| Number of Non-Managed Accounts | $0 | 412 |
| Total fiduciary and related assets | $0 | 434 |
| Managed Assets ($) | $0 | 413 |
| Non-managed Assets ($) | $0 | 411 |
| Memoranda | ||
| Gross Fiduciary activities income | $345,000 | 506 |
| 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 | $0 | 458 |
| Number of Managed Accounts | $0 | 437 |
| Number of Non-Managed Accounts | $0 | 423 |
| Total fiduciary and related assets | $0 | 457 |
| Managed Assets ($) | $0 | 437 |
| Non-managed Assets ($) | $0 | 422 |
| Memoranda | ||
| Gross Fiduciary activities income | $144,000 | 569 |
| 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 | $285,000 | 549 |
| Number of Managed Accounts | $257,000 | 456 |
| Number of Non-Managed Accounts | $28,000 | 733 |
| Total fiduciary and related assets | $209,828,000 | 410 |
| Managed Assets ($) | $208,111,000 | 334 |
| Non-managed Assets ($) | $1,717,000 | 967 |
| Memoranda | ||
| Gross Fiduciary activities income | $598,000 | 537 |
| 2005-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 444 |
| Number of Managed Accounts | $0 | 422 |
| Number of Non-Managed Accounts | $0 | 414 |
| Total fiduciary and related assets | $0 | 443 |
| Managed Assets ($) | $0 | 423 |
| Non-managed Assets ($) | $0 | 412 |
| Memoranda | ||
| Gross Fiduciary activities income | $417,000 | 552 |
| 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 | $0 | 460 |
| Number of Managed Accounts | $0 | 435 |
| Number of Non-Managed Accounts | $0 | 431 |
| Total fiduciary and related assets | $0 | 458 |
| Managed Assets ($) | $0 | 435 |
| Non-managed Assets ($) | $0 | 429 |
| Memoranda | ||
| Gross Fiduciary activities income | $295,000 | 542 |
| 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 | $0 | 465 |
| Number of Managed Accounts | $0 | 438 |
| Number of Non-Managed Accounts | $0 | 433 |
| Total fiduciary and related assets | $0 | 463 |
| Managed Assets ($) | $0 | 438 |
| Non-managed Assets ($) | $0 | 431 |
| Memoranda | ||
| Gross Fiduciary activities income | $148,000 | 545 |
| 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 | $343,000 | 493 |
| Number of Managed Accounts | $246,000 | 466 |
| Number of Non-Managed Accounts | $97,000 | 413 |
| Total fiduciary and related assets | $207,877,000 | 407 |
| Managed Assets ($) | $207,300,000 | 330 |
| Non-managed Assets ($) | $577,000 | 1,124 |
| Memoranda | ||
| Gross Fiduciary activities income | $492,000 | 577 |
| 2004-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 453 |
| Number of Managed Accounts | $0 | 424 |
| Number of Non-Managed Accounts | $0 | 423 |
| Total fiduciary and related assets | $0 | 451 |
| Managed Assets ($) | $0 | 424 |
| Non-managed Assets ($) | $0 | 421 |
| Memoranda | ||
| Gross Fiduciary activities income | $313,000 | 620 |
| 2004-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 462 |
| Number of Managed Accounts | $0 | 429 |
| Number of Non-Managed Accounts | $0 | 432 |
| Total fiduciary and related assets | $0 | 459 |
| Managed Assets ($) | $0 | 429 |
| Non-managed Assets ($) | $0 | 429 |
| Memoranda | ||
| Gross Fiduciary activities income | $223,000 | 606 |
| 2004-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 473 |
| Number of Managed Accounts | $0 | 438 |
| Number of Non-Managed Accounts | $0 | 438 |
| Total fiduciary and related assets | $0 | 471 |
| Managed Assets ($) | $0 | 438 |
| Non-managed Assets ($) | $0 | 436 |
| Memoranda | ||
| Gross Fiduciary activities income | $111,000 | 621 |
| 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 | $404,000 | 459 |
| Number of Managed Accounts | $235,000 | 486 |
| Number of Non-Managed Accounts | $169,000 | 305 |
| Total fiduciary and related assets | $64,900,000 | 702 |
| Managed Assets ($) | $57,195,000 | 617 |
| Non-managed Assets ($) | $7,705,000 | 715 |
| Memoranda | ||
| Gross Fiduciary activities income | $432,000 | 615 |
| 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 | $292,000 | 642 |
| 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 | $207,000 | 632 |
| 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 | $82,000 | 700 |
| 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 | $347,000 | 522 |
| Number of Managed Accounts | $238,000 | 499 |
| Number of Non-Managed Accounts | $109,000 | 405 |
| Total fiduciary and related assets | $49,126,000 | 776 |
| Managed Assets ($) | $45,640,000 | 680 |
| Non-managed Assets ($) | $3,486,000 | 884 |
| Memoranda | ||
| Gross Fiduciary activities income | $195,000 | 836 |
| 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 | $219,000 | 648 |
| Number of Managed Accounts | $51,000 | 978 |
| Number of Non-Managed Accounts | $168,000 | 309 |
| Total fiduciary and related assets | $13,935,000 | 1,063 |
| Managed Assets ($) | $8,117,000 | 1,091 |
| Non-managed Assets ($) | $5,818,000 | 739 |
| Memoranda | ||
| Gross Fiduciary activities income | $66,000 | 1,081 |
| 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 | $72,000 | 992 |
| 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 | $0 | 1,380 |
| 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 | $0 | 1,398 |
| 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 | $0 | 1,450 |
| 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 | $0 | 1,526 |
| 1995-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1994-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1993-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1992-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |