Home > Pioneer Trust Bank > Fiduciary and Related Services
Pioneer Trust 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 | $805,000 | 279 |
| Number of Managed Accounts | $784,000 | 248 |
| Number of Non-Managed Accounts | $21,000 | 521 |
| Total fiduciary and related assets | $981,014,000 | 254 |
| Managed Assets ($) | $956,242,000 | 215 |
| Non-managed Assets ($) | $24,772,000 | 434 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,442,000 | 212 |
| 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 | $834,000 | 250 |
| Number of Managed Accounts | $813,000 | 222 |
| Number of Non-Managed Accounts | $21,000 | 300 |
| Total fiduciary and related assets | $945,791,000 | 248 |
| Managed Assets ($) | $922,105,000 | 211 |
| Non-managed Assets ($) | $23,686,000 | 298 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,494,000 | 215 |
| 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 | $833,000 | 266 |
| Number of Managed Accounts | $812,000 | 235 |
| Number of Non-Managed Accounts | $21,000 | 351 |
| Total fiduciary and related assets | $966,699,000 | 245 |
| Managed Assets ($) | $942,886,000 | 210 |
| Non-managed Assets ($) | $23,813,000 | 354 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,596,000 | 212 |
| 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 | $824,000 | 255 |
| Number of Managed Accounts | $802,000 | 229 |
| Number of Non-Managed Accounts | $22,000 | 307 |
| Total fiduciary and related assets | $955,336,000 | 249 |
| Managed Assets ($) | $932,489,000 | 215 |
| Non-managed Assets ($) | $22,847,000 | 308 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,763,000 | 224 |
| 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 | $828,000 | 280 |
| Number of Managed Accounts | $805,000 | 246 |
| Number of Non-Managed Accounts | $23,000 | 529 |
| Total fiduciary and related assets | $935,161,000 | 254 |
| Managed Assets ($) | $912,828,000 | 217 |
| Non-managed Assets ($) | $22,333,000 | 452 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,096,000 | 226 |
| 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 | $812,000 | 262 |
| Number of Managed Accounts | $788,000 | 236 |
| Number of Non-Managed Accounts | $24,000 | 316 |
| Total fiduciary and related assets | $874,766,000 | 254 |
| Managed Assets ($) | $852,657,000 | 214 |
| Non-managed Assets ($) | $22,109,000 | 322 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,348,000 | 229 |
| 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 | $812,000 | 246 |
| Number of Managed Accounts | $788,000 | 223 |
| Number of Non-Managed Accounts | $24,000 | 325 |
| Total fiduciary and related assets | $903,394,000 | 219 |
| Managed Assets ($) | $878,075,000 | 183 |
| Non-managed Assets ($) | $25,319,000 | 326 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,636,000 | 203 |
| 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 | $802,000 | 232 |
| Number of Managed Accounts | $777,000 | 214 |
| Number of Non-Managed Accounts | $25,000 | 278 |
| Total fiduciary and related assets | $977,227,000 | 218 |
| Managed Assets ($) | $950,918,000 | 188 |
| Non-managed Assets ($) | $26,309,000 | 281 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,824,000 | 204 |
| 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 | $802,000 | 250 |
| Number of Managed Accounts | $777,000 | 228 |
| Number of Non-Managed Accounts | $25,000 | 498 |
| Total fiduciary and related assets | $1,000,224,000 | 223 |
| Managed Assets ($) | $972,754,000 | 190 |
| Non-managed Assets ($) | $27,470,000 | 408 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,533,000 | 190 |
| 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 | $784,000 | 237 |
| Number of Managed Accounts | $761,000 | 218 |
| Number of Non-Managed Accounts | $23,000 | 278 |
| Total fiduciary and related assets | $957,520,000 | 224 |
| Managed Assets ($) | $931,919,000 | 191 |
| Non-managed Assets ($) | $25,601,000 | 277 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,627,000 | 192 |
| 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 | $790,000 | 250 |
| Number of Managed Accounts | $767,000 | 229 |
| Number of Non-Managed Accounts | $23,000 | 317 |
| Total fiduciary and related assets | $968,359,000 | 222 |
| Managed Assets ($) | $942,949,000 | 189 |
| Non-managed Assets ($) | $25,410,000 | 323 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,762,000 | 189 |
| 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 | $797,000 | 236 |
| Number of Managed Accounts | $774,000 | 219 |
| Number of Non-Managed Accounts | $23,000 | 277 |
| Total fiduciary and related assets | $951,477,000 | 220 |
| Managed Assets ($) | $927,465,000 | 186 |
| Non-managed Assets ($) | $24,012,000 | 276 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,787,000 | 194 |
| 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 | $794,000 | 255 |
| Number of Managed Accounts | $771,000 | 228 |
| Number of Non-Managed Accounts | $23,000 | 527 |
| Total fiduciary and related assets | $929,538,000 | 223 |
| Managed Assets ($) | $906,420,000 | 188 |
| Non-managed Assets ($) | $23,118,000 | 421 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,564,000 | 189 |
| 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 | $788,000 | 235 |
| Number of Managed Accounts | $765,000 | 214 |
| Number of Non-Managed Accounts | $23,000 | 280 |
| Total fiduciary and related assets | $868,962,000 | 220 |
| Managed Assets ($) | $847,373,000 | 185 |
| Non-managed Assets ($) | $21,589,000 | 280 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,716,000 | 193 |
| 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 | $779,000 | 250 |
| Number of Managed Accounts | $756,000 | 221 |
| Number of Non-Managed Accounts | $23,000 | 319 |
| Total fiduciary and related assets | $854,672,000 | 225 |
| Managed Assets ($) | $834,221,000 | 184 |
| Non-managed Assets ($) | $20,451,000 | 326 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,109,000 | 190 |
| 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 | $772,000 | 234 |
| Number of Managed Accounts | $749,000 | 214 |
| Number of Non-Managed Accounts | $23,000 | 280 |
| Total fiduciary and related assets | $760,285,000 | 222 |
| Managed Assets ($) | $740,460,000 | 185 |
| Non-managed Assets ($) | $19,825,000 | 282 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,504,000 | 200 |
| 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 | $783,000 | 260 |
| Number of Managed Accounts | $759,000 | 225 |
| Number of Non-Managed Accounts | $24,000 | 531 |
| Total fiduciary and related assets | $802,494,000 | 226 |
| Managed Assets ($) | $781,389,000 | 195 |
| Non-managed Assets ($) | $21,105,000 | 431 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,002,000 | 199 |
| 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 | $761,000 | 240 |
| Number of Managed Accounts | $735,000 | 220 |
| Number of Non-Managed Accounts | $26,000 | 279 |
| Total fiduciary and related assets | $775,399,000 | 224 |
| Managed Assets ($) | $754,849,000 | 193 |
| Non-managed Assets ($) | $20,550,000 | 284 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,582,000 | 193 |
| 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 | $756,000 | 248 |
| Number of Managed Accounts | $731,000 | 223 |
| Number of Non-Managed Accounts | $25,000 | 304 |
| Total fiduciary and related assets | $847,551,000 | 215 |
| Managed Assets ($) | $827,840,000 | 177 |
| Non-managed Assets ($) | $19,711,000 | 314 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,059,000 | 194 |
| 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 | $761,000 | 246 |
| Number of Managed Accounts | $736,000 | 221 |
| Number of Non-Managed Accounts | $25,000 | 307 |
| Total fiduciary and related assets | $834,135,000 | 216 |
| Managed Assets ($) | $814,822,000 | 176 |
| Non-managed Assets ($) | $19,313,000 | 319 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,480,000 | 199 |
| 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 | $763,000 | 259 |
| Number of Managed Accounts | $737,000 | 222 |
| Number of Non-Managed Accounts | $26,000 | 538 |
| Total fiduciary and related assets | $792,138,000 | 219 |
| Managed Assets ($) | $773,559,000 | 177 |
| Non-managed Assets ($) | $18,579,000 | 456 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,138,000 | 193 |
| 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 | $762,000 | 249 |
| Number of Managed Accounts | $736,000 | 219 |
| Number of Non-Managed Accounts | $26,000 | 310 |
| Total fiduciary and related assets | $813,163,000 | 223 |
| Managed Assets ($) | $794,337,000 | 180 |
| Non-managed Assets ($) | $18,826,000 | 324 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,646,000 | 193 |
| 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 | $770,000 | 250 |
| Number of Managed Accounts | $739,000 | 219 |
| Number of Non-Managed Accounts | $31,000 | 304 |
| Total fiduciary and related assets | $783,670,000 | 220 |
| Managed Assets ($) | $765,015,000 | 186 |
| Non-managed Assets ($) | $18,655,000 | 327 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,047,000 | 193 |
| 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 | $771,000 | 254 |
| Number of Managed Accounts | $738,000 | 219 |
| Number of Non-Managed Accounts | $33,000 | 301 |
| Total fiduciary and related assets | $750,064,000 | 224 |
| Managed Assets ($) | $726,005,000 | 186 |
| Non-managed Assets ($) | $24,059,000 | 318 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,567,000 | 191 |
| 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 | $778,000 | 268 |
| Number of Managed Accounts | $743,000 | 222 |
| Number of Non-Managed Accounts | $35,000 | 484 |
| Total fiduciary and related assets | $771,036,000 | 221 |
| Managed Assets ($) | $746,653,000 | 184 |
| Non-managed Assets ($) | $24,383,000 | 422 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,558,000 | 178 |
| 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 | $773,000 | 255 |
| Number of Managed Accounts | $738,000 | 219 |
| Number of Non-Managed Accounts | $35,000 | 286 |
| Total fiduciary and related assets | $738,272,000 | 224 |
| Managed Assets ($) | $713,090,000 | 189 |
| Non-managed Assets ($) | $25,182,000 | 314 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,440,000 | 190 |
| 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 | $774,000 | 256 |
| Number of Managed Accounts | $749,000 | 215 |
| Number of Non-Managed Accounts | $25,000 | 312 |
| Total fiduciary and related assets | $701,579,000 | 228 |
| Managed Assets ($) | $679,330,000 | 188 |
| Non-managed Assets ($) | $22,249,000 | 315 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,983,000 | 189 |
| 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 | $780,000 | 254 |
| Number of Managed Accounts | $756,000 | 215 |
| Number of Non-Managed Accounts | $24,000 | 311 |
| Total fiduciary and related assets | $689,711,000 | 230 |
| Managed Assets ($) | $668,798,000 | 187 |
| Non-managed Assets ($) | $20,913,000 | 317 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,453,000 | 191 |
| 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 | $782,000 | 260 |
| Number of Managed Accounts | $758,000 | 214 |
| Number of Non-Managed Accounts | $24,000 | 580 |
| Total fiduciary and related assets | $675,213,000 | 229 |
| Managed Assets ($) | $654,762,000 | 191 |
| Non-managed Assets ($) | $20,451,000 | 452 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,773,000 | 182 |
| 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 | $785,000 | 246 |
| Number of Managed Accounts | $762,000 | 209 |
| Number of Non-Managed Accounts | $23,000 | 326 |
| Total fiduciary and related assets | $677,338,000 | 228 |
| Managed Assets ($) | $656,817,000 | 186 |
| Non-managed Assets ($) | $20,521,000 | 324 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,297,000 | 182 |
| 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 | $784,000 | 249 |
| Number of Managed Accounts | $761,000 | 212 |
| Number of Non-Managed Accounts | $23,000 | 327 |
| Total fiduciary and related assets | $680,442,000 | 228 |
| Managed Assets ($) | $660,138,000 | 186 |
| Non-managed Assets ($) | $20,304,000 | 327 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,885,000 | 183 |
| 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 | $781,000 | 250 |
| Number of Managed Accounts | $758,000 | 211 |
| Number of Non-Managed Accounts | $23,000 | 326 |
| Total fiduciary and related assets | $616,326,000 | 242 |
| Managed Assets ($) | $596,723,000 | 204 |
| Non-managed Assets ($) | $19,603,000 | 326 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,407,000 | 185 |
| 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 | $790,000 | 257 |
| Number of Managed Accounts | $766,000 | 214 |
| Number of Non-Managed Accounts | $24,000 | 601 |
| Total fiduciary and related assets | $570,983,000 | 252 |
| Managed Assets ($) | $551,743,000 | 213 |
| Non-managed Assets ($) | $19,240,000 | 465 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,265,000 | 190 |
| 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 | $790,000 | 250 |
| Number of Managed Accounts | $764,000 | 208 |
| Number of Non-Managed Accounts | $26,000 | 314 |
| Total fiduciary and related assets | $575,753,000 | 250 |
| Managed Assets ($) | $547,827,000 | 209 |
| Non-managed Assets ($) | $27,926,000 | 313 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,962,000 | 190 |
| 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 | $800,000 | 252 |
| Number of Managed Accounts | $773,000 | 211 |
| Number of Non-Managed Accounts | $27,000 | 316 |
| Total fiduciary and related assets | $595,752,000 | 253 |
| Managed Assets ($) | $566,932,000 | 209 |
| Non-managed Assets ($) | $28,820,000 | 317 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,617,000 | 193 |
| 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 | $815,000 | 244 |
| Number of Managed Accounts | $788,000 | 206 |
| Number of Non-Managed Accounts | $27,000 | 316 |
| Total fiduciary and related assets | $594,491,000 | 257 |
| Managed Assets ($) | $565,711,000 | 211 |
| Non-managed Assets ($) | $28,780,000 | 316 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,250,000 | 206 |
| 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 | $805,000 | 258 |
| Number of Managed Accounts | $781,000 | 207 |
| Number of Non-Managed Accounts | $24,000 | 631 |
| Total fiduciary and related assets | $576,851,000 | 260 |
| Managed Assets ($) | $549,078,000 | 215 |
| Non-managed Assets ($) | $27,773,000 | 422 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,066,000 | 197 |
| 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 | $793,000 | 249 |
| Number of Managed Accounts | $770,000 | 207 |
| Number of Non-Managed Accounts | $23,000 | 324 |
| Total fiduciary and related assets | $568,627,000 | 254 |
| Managed Assets ($) | $539,881,000 | 215 |
| Non-managed Assets ($) | $28,746,000 | 313 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,666,000 | 199 |
| 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 | $794,000 | 244 |
| Number of Managed Accounts | $771,000 | 206 |
| Number of Non-Managed Accounts | $23,000 | 321 |
| Total fiduciary and related assets | $566,533,000 | 256 |
| Managed Assets ($) | $538,089,000 | 213 |
| Non-managed Assets ($) | $28,444,000 | 313 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,405,000 | 201 |
| 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 | $797,000 | 247 |
| Number of Managed Accounts | $773,000 | 201 |
| Number of Non-Managed Accounts | $24,000 | 323 |
| Total fiduciary and related assets | $539,255,000 | 257 |
| Managed Assets ($) | $511,381,000 | 220 |
| Non-managed Assets ($) | $27,874,000 | 317 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,204,000 | 202 |
| 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 | $811,000 | 257 |
| Number of Managed Accounts | $785,000 | 202 |
| Number of Non-Managed Accounts | $26,000 | 615 |
| Total fiduciary and related assets | $542,485,000 | 255 |
| Managed Assets ($) | $514,803,000 | 214 |
| Non-managed Assets ($) | $27,682,000 | 423 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,925,000 | 188 |
| 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 | $815,000 | 238 |
| Number of Managed Accounts | $789,000 | 194 |
| Number of Non-Managed Accounts | $26,000 | 304 |
| Total fiduciary and related assets | $530,198,000 | 253 |
| Managed Assets ($) | $499,534,000 | 210 |
| Non-managed Assets ($) | $30,664,000 | 302 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,689,000 | 184 |
| 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 | $820,000 | 235 |
| Number of Managed Accounts | $791,000 | 188 |
| Number of Non-Managed Accounts | $29,000 | 299 |
| Total fiduciary and related assets | $522,262,000 | 252 |
| Managed Assets ($) | $491,529,000 | 203 |
| Non-managed Assets ($) | $30,733,000 | 305 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,447,000 | 183 |
| 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 | $820,000 | 237 |
| Number of Managed Accounts | $793,000 | 187 |
| Number of Non-Managed Accounts | $27,000 | 304 |
| Total fiduciary and related assets | $521,139,000 | 252 |
| Managed Assets ($) | $493,875,000 | 207 |
| Non-managed Assets ($) | $27,264,000 | 311 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,199,000 | 185 |
| 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 | $830,000 | 253 |
| Number of Managed Accounts | $800,000 | 191 |
| Number of Non-Managed Accounts | $30,000 | 601 |
| Total fiduciary and related assets | $510,939,000 | 252 |
| Managed Assets ($) | $479,269,000 | 201 |
| Non-managed Assets ($) | $31,670,000 | 405 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,098,000 | 168 |
| 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 | $836,000 | 234 |
| Number of Managed Accounts | $806,000 | 184 |
| Number of Non-Managed Accounts | $30,000 | 289 |
| Total fiduciary and related assets | $516,749,000 | 247 |
| Managed Assets ($) | $484,146,000 | 199 |
| Non-managed Assets ($) | $32,603,000 | 296 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,910,000 | 164 |
| 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 | $843,000 | 227 |
| Number of Managed Accounts | $812,000 | 182 |
| Number of Non-Managed Accounts | $31,000 | 291 |
| Total fiduciary and related assets | $497,997,000 | 246 |
| Managed Assets ($) | $478,846,000 | 191 |
| Non-managed Assets ($) | $19,151,000 | 309 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,551,000 | 167 |
| 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 | $853,000 | 227 |
| Number of Managed Accounts | $820,000 | 179 |
| Number of Non-Managed Accounts | $33,000 | 281 |
| Total fiduciary and related assets | $504,387,000 | 245 |
| Managed Assets ($) | $485,098,000 | 195 |
| Non-managed Assets ($) | $19,289,000 | 307 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,239,000 | 171 |
| 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 | $851,000 | 240 |
| Number of Managed Accounts | $821,000 | 178 |
| Number of Non-Managed Accounts | $30,000 | 611 |
| Total fiduciary and related assets | $488,443,000 | 238 |
| Managed Assets ($) | $470,026,000 | 193 |
| Non-managed Assets ($) | $18,417,000 | 490 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,804,000 | 145 |
| 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 | $841,000 | 228 |
| Number of Managed Accounts | $812,000 | 173 |
| Number of Non-Managed Accounts | $29,000 | 303 |
| Total fiduciary and related assets | $471,823,000 | 235 |
| Managed Assets ($) | $453,692,000 | 184 |
| Non-managed Assets ($) | $18,131,000 | 317 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,595,000 | 146 |
| 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 | $840,000 | 226 |
| Number of Managed Accounts | $812,000 | 174 |
| Number of Non-Managed Accounts | $28,000 | 308 |
| Total fiduciary and related assets | $477,539,000 | 243 |
| Managed Assets ($) | $459,572,000 | 194 |
| Non-managed Assets ($) | $17,967,000 | 319 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,383,000 | 148 |
| 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 | $833,000 | 233 |
| Number of Managed Accounts | $805,000 | 175 |
| Number of Non-Managed Accounts | $28,000 | 307 |
| Total fiduciary and related assets | $469,393,000 | 247 |
| Managed Assets ($) | $451,591,000 | 198 |
| Non-managed Assets ($) | $17,802,000 | 318 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,185,000 | 150 |
| 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 | $829,000 | 255 |
| Number of Managed Accounts | $801,000 | 184 |
| Number of Non-Managed Accounts | $28,000 | 661 |
| Total fiduciary and related assets | $464,894,000 | 248 |
| Managed Assets ($) | $447,396,000 | 190 |
| Non-managed Assets ($) | $17,498,000 | 512 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,944,000 | 146 |
| 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 | $828,000 | 233 |
| Number of Managed Accounts | $800,000 | 175 |
| Number of Non-Managed Accounts | $28,000 | 301 |
| Total fiduciary and related assets | $454,500,000 | 248 |
| Managed Assets ($) | $437,454,000 | 187 |
| Non-managed Assets ($) | $17,046,000 | 318 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,664,000 | 144 |
| 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 | $834,000 | 233 |
| Number of Managed Accounts | $807,000 | 174 |
| Number of Non-Managed Accounts | $27,000 | 308 |
| Total fiduciary and related assets | $447,097,000 | 244 |
| Managed Assets ($) | $431,431,000 | 188 |
| Non-managed Assets ($) | $15,666,000 | 325 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,451,000 | 145 |
| 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 | $830,000 | 236 |
| Number of Managed Accounts | $802,000 | 179 |
| Number of Non-Managed Accounts | $28,000 | 309 |
| Total fiduciary and related assets | $466,615,000 | 247 |
| Managed Assets ($) | $450,159,000 | 190 |
| Non-managed Assets ($) | $16,456,000 | 325 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,216,000 | 145 |
| 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 | $855,000 | 254 |
| Number of Managed Accounts | $826,000 | 180 |
| Number of Non-Managed Accounts | $29,000 | 685 |
| Total fiduciary and related assets | $460,921,000 | 245 |
| Managed Assets ($) | $444,666,000 | 191 |
| Non-managed Assets ($) | $16,255,000 | 531 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,685,000 | 151 |
| 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 | $857,000 | 233 |
| Number of Managed Accounts | $827,000 | 177 |
| Number of Non-Managed Accounts | $30,000 | 292 |
| Total fiduciary and related assets | $459,314,000 | 244 |
| Managed Assets ($) | $443,078,000 | 193 |
| Non-managed Assets ($) | $16,236,000 | 306 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,320,000 | 152 |
| 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 | $862,000 | 237 |
| Number of Managed Accounts | $833,000 | 176 |
| Number of Non-Managed Accounts | $29,000 | 303 |
| Total fiduciary and related assets | $440,082,000 | 243 |
| Managed Assets ($) | $424,989,000 | 192 |
| Non-managed Assets ($) | $15,093,000 | 312 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,069,000 | 159 |
| 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 | $857,000 | 235 |
| Number of Managed Accounts | $827,000 | 178 |
| Number of Non-Managed Accounts | $30,000 | 296 |
| Total fiduciary and related assets | $423,216,000 | 243 |
| Managed Assets ($) | $409,159,000 | 188 |
| Non-managed Assets ($) | $14,057,000 | 313 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,061,000 | 153 |
| 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 | $873,000 | 258 |
| Number of Managed Accounts | $842,000 | 184 |
| Number of Non-Managed Accounts | $31,000 | 660 |
| Total fiduciary and related assets | $440,198,000 | 247 |
| Managed Assets ($) | $425,543,000 | 187 |
| Non-managed Assets ($) | $14,655,000 | 537 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,988,000 | 152 |
| 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 | $889,000 | 230 |
| Number of Managed Accounts | $858,000 | 174 |
| Number of Non-Managed Accounts | $31,000 | 315 |
| Total fiduciary and related assets | $464,699,000 | 250 |
| Managed Assets ($) | $448,863,000 | 198 |
| Non-managed Assets ($) | $15,836,000 | 333 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,785,000 | 154 |
| 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 | $898,000 | 236 |
| Number of Managed Accounts | $867,000 | 175 |
| Number of Non-Managed Accounts | $31,000 | 317 |
| Total fiduciary and related assets | $474,750,000 | 259 |
| Managed Assets ($) | $461,681,000 | 205 |
| Non-managed Assets ($) | $13,069,000 | 347 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,523,000 | 157 |
| 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 | $898,000 | 238 |
| Number of Managed Accounts | $867,000 | 176 |
| Number of Non-Managed Accounts | $31,000 | 320 |
| Total fiduciary and related assets | $476,306,000 | 264 |
| Managed Assets ($) | $463,182,000 | 212 |
| Non-managed Assets ($) | $13,124,000 | 351 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,276,000 | 155 |
| 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 | $899,000 | 253 |
| Number of Managed Accounts | $867,000 | 183 |
| Number of Non-Managed Accounts | $32,000 | 667 |
| Total fiduciary and related assets | $495,240,000 | 264 |
| Managed Assets ($) | $481,845,000 | 207 |
| Non-managed Assets ($) | $13,395,000 | 590 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,822,000 | 162 |
| 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 | $892,000 | 233 |
| Number of Managed Accounts | $859,000 | 178 |
| Number of Non-Managed Accounts | $33,000 | 305 |
| Total fiduciary and related assets | $499,848,000 | 257 |
| Managed Assets ($) | $485,618,000 | 205 |
| Non-managed Assets ($) | $14,230,000 | 332 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,565,000 | 161 |
| 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 | $901,000 | 229 |
| Number of Managed Accounts | $864,000 | 176 |
| Number of Non-Managed Accounts | $37,000 | 303 |
| Total fiduciary and related assets | $485,317,000 | 272 |
| Managed Assets ($) | $469,743,000 | 211 |
| Non-managed Assets ($) | $15,574,000 | 337 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,320,000 | 171 |
| 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 | $921,000 | 221 |
| Number of Managed Accounts | $882,000 | 171 |
| Number of Non-Managed Accounts | $39,000 | 300 |
| Total fiduciary and related assets | $481,822,000 | 268 |
| Managed Assets ($) | $460,100,000 | 209 |
| Non-managed Assets ($) | $21,722,000 | 325 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,127,000 | 170 |
| 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 | $926,000 | 233 |
| Number of Managed Accounts | $886,000 | 175 |
| Number of Non-Managed Accounts | $40,000 | 613 |
| Total fiduciary and related assets | $483,559,000 | 264 |
| Managed Assets ($) | $461,907,000 | 208 |
| Non-managed Assets ($) | $21,652,000 | 502 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,679,000 | 160 |
| 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 | $939,000 | 213 |
| Number of Managed Accounts | $898,000 | 172 |
| Number of Non-Managed Accounts | $41,000 | 293 |
| Total fiduciary and related assets | $470,752,000 | 267 |
| Managed Assets ($) | $449,156,000 | 215 |
| Non-managed Assets ($) | $21,596,000 | 317 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,443,000 | 168 |
| 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 | $959,000 | 216 |
| Number of Managed Accounts | $913,000 | 174 |
| Number of Non-Managed Accounts | $46,000 | 294 |
| Total fiduciary and related assets | $457,296,000 | 272 |
| Managed Assets ($) | $436,081,000 | 222 |
| Non-managed Assets ($) | $21,215,000 | 328 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,253,000 | 176 |
| 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 | $972,000 | 214 |
| Number of Managed Accounts | $924,000 | 174 |
| Number of Non-Managed Accounts | $48,000 | 296 |
| Total fiduciary and related assets | $499,570,000 | 261 |
| Managed Assets ($) | $478,428,000 | 206 |
| Non-managed Assets ($) | $21,142,000 | 330 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,114,000 | 174 |
| 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 | $974,000 | 232 |
| Number of Managed Accounts | $926,000 | 175 |
| Number of Non-Managed Accounts | $48,000 | 583 |
| Total fiduciary and related assets | $480,853,000 | 261 |
| Managed Assets ($) | $459,921,000 | 209 |
| Non-managed Assets ($) | $20,932,000 | 501 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,689,000 | 167 |
| 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 | $986,000 | 200 |
| Number of Managed Accounts | $941,000 | 162 |
| Number of Non-Managed Accounts | $45,000 | 296 |
| Total fiduciary and related assets | $479,693,000 | 256 |
| Managed Assets ($) | $425,158,000 | 214 |
| Non-managed Assets ($) | $54,535,000 | 278 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,435,000 | 166 |
| 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 | $996,000 | 199 |
| Number of Managed Accounts | $951,000 | 161 |
| Number of Non-Managed Accounts | $45,000 | 303 |
| Total fiduciary and related assets | $442,550,000 | 264 |
| Managed Assets ($) | $422,048,000 | 216 |
| Non-managed Assets ($) | $20,502,000 | 333 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,032,000 | 175 |
| 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 | $997,000 | 200 |
| Number of Managed Accounts | $952,000 | 161 |
| Number of Non-Managed Accounts | $45,000 | 305 |
| Total fiduciary and related assets | $437,796,000 | 269 |
| Managed Assets ($) | $417,348,000 | 217 |
| Non-managed Assets ($) | $20,448,000 | 335 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,010,000 | 178 |
| 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 | $1,007,000 | 214 |
| Number of Managed Accounts | $961,000 | 161 |
| Number of Non-Managed Accounts | $46,000 | 611 |
| Total fiduciary and related assets | $433,237,000 | 269 |
| Managed Assets ($) | $412,596,000 | 215 |
| Non-managed Assets ($) | $20,641,000 | 501 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,273,000 | 168 |
| 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 | $1,008,000 | 199 |
| Number of Managed Accounts | $961,000 | 158 |
| Number of Non-Managed Accounts | $47,000 | 309 |
| Total fiduciary and related assets | $415,847,000 | 265 |
| Managed Assets ($) | $396,049,000 | 214 |
| Non-managed Assets ($) | $19,798,000 | 330 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,111,000 | 169 |
| 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 | $1,018,000 | 201 |
| Number of Managed Accounts | $973,000 | 158 |
| Number of Non-Managed Accounts | $45,000 | 319 |
| Total fiduciary and related assets | $416,353,000 | 268 |
| Managed Assets ($) | $396,747,000 | 214 |
| Non-managed Assets ($) | $19,606,000 | 340 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,010,000 | 178 |
| 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 | $1,015,000 | 201 |
| Number of Managed Accounts | $968,000 | 158 |
| Number of Non-Managed Accounts | $47,000 | 317 |
| Total fiduciary and related assets | $418,995,000 | 272 |
| Managed Assets ($) | $399,940,000 | 215 |
| Non-managed Assets ($) | $19,055,000 | 342 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,017,000 | 175 |
| 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 | $1,017,000 | 230 |
| Number of Managed Accounts | $977,000 | 168 |
| Number of Non-Managed Accounts | $40,000 | 671 |
| Total fiduciary and related assets | $413,322,000 | 285 |
| Managed Assets ($) | $394,401,000 | 221 |
| Non-managed Assets ($) | $18,921,000 | 529 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,115,000 | 173 |
| 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 | $1,029,000 | 216 |
| Number of Managed Accounts | $990,000 | 164 |
| Number of Non-Managed Accounts | $39,000 | 340 |
| Total fiduciary and related assets | $409,739,000 | 287 |
| Managed Assets ($) | $391,534,000 | 224 |
| Non-managed Assets ($) | $18,205,000 | 353 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,975,000 | 185 |
| 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 | $1,037,000 | 211 |
| Number of Managed Accounts | $999,000 | 165 |
| Number of Non-Managed Accounts | $38,000 | 343 |
| Total fiduciary and related assets | $408,907,000 | 287 |
| Managed Assets ($) | $391,139,000 | 226 |
| Non-managed Assets ($) | $17,768,000 | 358 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,920,000 | 191 |
| 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 | $1,043,000 | 220 |
| Number of Managed Accounts | $1,005,000 | 172 |
| Number of Non-Managed Accounts | $38,000 | 351 |
| Total fiduciary and related assets | $388,754,000 | 293 |
| Managed Assets ($) | $372,179,000 | 232 |
| Non-managed Assets ($) | $16,575,000 | 362 |
| Memoranda | ||
| Gross Fiduciary activities income | $951,000 | 195 |
| 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 | $1,051,000 | 237 |
| Number of Managed Accounts | $1,012,000 | 178 |
| Number of Non-Managed Accounts | $39,000 | 691 |
| Total fiduciary and related assets | $389,580,000 | 295 |
| Managed Assets ($) | $372,508,000 | 231 |
| Non-managed Assets ($) | $17,072,000 | 537 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,153,000 | 186 |
| 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 | $1,023,000 | 224 |
| Number of Managed Accounts | $947,000 | 174 |
| Number of Non-Managed Accounts | $76,000 | 478 |
| Total fiduciary and related assets | $430,220,000 | 270 |
| Managed Assets ($) | $377,430,000 | 226 |
| Non-managed Assets ($) | $52,790,000 | 333 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,285,000 | 183 |
| 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 | $3,978,000 | 190 |
| 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 | $4,219,000 | 214 |
| 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 | $3,951,000 | 223 |
| 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 | $3,584,000 | 233 |
| 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 | $3,442,000 | 267 |
| 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 | $2,782,000 | 308 |
| 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 | $2,846,000 | 309 |
| 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 | $2,545,000 | 331 |
| 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 | $2,348,000 | 349 |