Home > Premier Bank > Fiduciary and Related Services
Premier Bank, Fiduciary and Related Services
| 2023-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 4 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,140,000 | 225 |
| Number of Managed Accounts | $1,036,000 | 199 |
| Number of Non-Managed Accounts | $104,000 | 254 |
| Total fiduciary and related assets | $866,720,000 | 268 |
| Managed Assets ($) | $585,283,000 | 284 |
| Non-managed Assets ($) | $281,437,000 | 190 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,200,000 | 286 |
| 2023-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 5 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,161,000 | 212 |
| Number of Managed Accounts | $1,042,000 | 191 |
| Number of Non-Managed Accounts | $119,000 | 182 |
| Total fiduciary and related assets | $826,185,000 | 259 |
| Managed Assets ($) | $520,792,000 | 275 |
| Non-managed Assets ($) | $305,393,000 | 171 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,042,000 | 289 |
| 2023-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 3 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,168,000 | 211 |
| Number of Managed Accounts | $1,050,000 | 187 |
| Number of Non-Managed Accounts | $118,000 | 196 |
| Total fiduciary and related assets | $845,904,000 | 261 |
| Managed Assets ($) | $541,514,000 | 285 |
| Non-managed Assets ($) | $304,390,000 | 174 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,041,000 | 283 |
| 2023-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,166,000 | 215 |
| Number of Managed Accounts | $1,047,000 | 193 |
| Number of Non-Managed Accounts | $119,000 | 183 |
| Total fiduciary and related assets | $834,485,000 | 260 |
| Managed Assets ($) | $529,603,000 | 275 |
| Non-managed Assets ($) | $304,882,000 | 178 |
| Memoranda | ||
| Gross Fiduciary activities income | $967,000 | 301 |
| 2022-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,166,000 | 224 |
| Number of Managed Accounts | $1,042,000 | 200 |
| Number of Non-Managed Accounts | $124,000 | 237 |
| Total fiduciary and related assets | $687,380,000 | 294 |
| Managed Assets ($) | $482,757,000 | 304 |
| Non-managed Assets ($) | $204,623,000 | 213 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,155,000 | 293 |
| 2022-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,189,000 | 218 |
| Number of Managed Accounts | $1,057,000 | 196 |
| Number of Non-Managed Accounts | $132,000 | 182 |
| Total fiduciary and related assets | $747,666,000 | 270 |
| Managed Assets ($) | $466,058,000 | 287 |
| Non-managed Assets ($) | $281,608,000 | 184 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,062,000 | 295 |
| 2022-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,311,000 | 181 |
| Number of Managed Accounts | $1,065,000 | 180 |
| Number of Non-Managed Accounts | $246,000 | 120 |
| Total fiduciary and related assets | $733,772,000 | 243 |
| Managed Assets ($) | $448,408,000 | 271 |
| Non-managed Assets ($) | $285,364,000 | 158 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,110,000 | 256 |
| 2022-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,301,000 | 181 |
| Number of Managed Accounts | $1,048,000 | 181 |
| Number of Non-Managed Accounts | $253,000 | 113 |
| Total fiduciary and related assets | $789,357,000 | 237 |
| Managed Assets ($) | $474,629,000 | 258 |
| Non-managed Assets ($) | $314,728,000 | 152 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,131,000 | 252 |
| 2021-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,310,000 | 181 |
| Number of Managed Accounts | $1,051,000 | 182 |
| Number of Non-Managed Accounts | $259,000 | 127 |
| Total fiduciary and related assets | $822,544,000 | 246 |
| Managed Assets ($) | $493,089,000 | 275 |
| Non-managed Assets ($) | $329,455,000 | 158 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,031,000 | 261 |
| 2021-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,321,000 | 175 |
| Number of Managed Accounts | $1,058,000 | 180 |
| Number of Non-Managed Accounts | $263,000 | 112 |
| Total fiduciary and related assets | $794,952,000 | 239 |
| Managed Assets ($) | $462,185,000 | 260 |
| Non-managed Assets ($) | $332,767,000 | 152 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,006,000 | 258 |
| 2021-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,311,000 | 180 |
| Number of Managed Accounts | $1,044,000 | 184 |
| Number of Non-Managed Accounts | $267,000 | 115 |
| Total fiduciary and related assets | $817,090,000 | 240 |
| Managed Assets ($) | $482,351,000 | 271 |
| Non-managed Assets ($) | $334,739,000 | 154 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,037,000 | 256 |
| 2021-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,326,000 | 176 |
| Number of Managed Accounts | $1,043,000 | 179 |
| Number of Non-Managed Accounts | $283,000 | 111 |
| Total fiduciary and related assets | $791,546,000 | 236 |
| Managed Assets ($) | $461,532,000 | 259 |
| Non-managed Assets ($) | $330,014,000 | 148 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,000,000 | 260 |
| 2020-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,346,000 | 178 |
| Number of Managed Accounts | $1,026,000 | 184 |
| Number of Non-Managed Accounts | $320,000 | 117 |
| Total fiduciary and related assets | $789,306,000 | 239 |
| Managed Assets ($) | $430,507,000 | 278 |
| Non-managed Assets ($) | $358,799,000 | 143 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,918,000 | 247 |
| 2020-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,388,000 | 170 |
| Number of Managed Accounts | $1,063,000 | 171 |
| Number of Non-Managed Accounts | $325,000 | 103 |
| Total fiduciary and related assets | $732,645,000 | 234 |
| Managed Assets ($) | $397,260,000 | 260 |
| Non-managed Assets ($) | $335,385,000 | 142 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,760,000 | 254 |
| 2020-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,451,000 | 167 |
| Number of Managed Accounts | $1,116,000 | 168 |
| Number of Non-Managed Accounts | $335,000 | 106 |
| Total fiduciary and related assets | $721,707,000 | 239 |
| Managed Assets ($) | $387,965,000 | 278 |
| Non-managed Assets ($) | $333,742,000 | 146 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,888,000 | 250 |
| 2020-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,544,000 | 157 |
| Number of Managed Accounts | $1,176,000 | 158 |
| Number of Non-Managed Accounts | $368,000 | 96 |
| Total fiduciary and related assets | $672,207,000 | 229 |
| Managed Assets ($) | $367,609,000 | 259 |
| Non-managed Assets ($) | $304,598,000 | 143 |
| Memoranda | ||
| Gross Fiduciary activities income | $838,000 | 268 |
| 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 | $992,000 | 230 |
| Number of Managed Accounts | $921,000 | 200 |
| Number of Non-Managed Accounts | $71,000 | 322 |
| Total fiduciary and related assets | $447,161,000 | 304 |
| Managed Assets ($) | $294,497,000 | 318 |
| Non-managed Assets ($) | $152,664,000 | 208 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,255,000 | 323 |
| 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 | $685,000 | 251 |
| Number of Managed Accounts | $639,000 | 232 |
| Number of Non-Managed Accounts | $46,000 | 253 |
| Total fiduciary and related assets | $318,166,000 | 320 |
| Managed Assets ($) | $216,461,000 | 308 |
| Non-managed Assets ($) | $101,705,000 | 219 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,510,000 | 350 |
| 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 | $675,000 | 265 |
| Number of Managed Accounts | $631,000 | 241 |
| Number of Non-Managed Accounts | $44,000 | 270 |
| Total fiduciary and related assets | $314,809,000 | 348 |
| Managed Assets ($) | $215,060,000 | 342 |
| Non-managed Assets ($) | $99,749,000 | 238 |
| Memoranda | ||
| Gross Fiduciary activities income | $999,000 | 349 |
| 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 | $676,000 | 268 |
| Number of Managed Accounts | $629,000 | 245 |
| Number of Non-Managed Accounts | $47,000 | 272 |
| Total fiduciary and related assets | $312,333,000 | 352 |
| Managed Assets ($) | $215,670,000 | 343 |
| Non-managed Assets ($) | $96,663,000 | 240 |
| Memoranda | ||
| Gross Fiduciary activities income | $523,000 | 331 |
| 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 | $662,000 | 287 |
| Number of Managed Accounts | $618,000 | 252 |
| Number of Non-Managed Accounts | $44,000 | 434 |
| Total fiduciary and related assets | $294,777,000 | 355 |
| Managed Assets ($) | $206,823,000 | 356 |
| Non-managed Assets ($) | $87,954,000 | 257 |
| 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 | $651,000 | 270 |
| Number of Managed Accounts | $609,000 | 247 |
| Number of Non-Managed Accounts | $42,000 | 280 |
| Total fiduciary and related assets | $327,640,000 | 353 |
| Managed Assets ($) | $228,772,000 | 346 |
| Non-managed Assets ($) | $98,868,000 | 240 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,588,000 | 337 |
| 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 | $658,000 | 272 |
| Number of Managed Accounts | $615,000 | 249 |
| Number of Non-Managed Accounts | $43,000 | 281 |
| Total fiduciary and related assets | $325,107,000 | 352 |
| Managed Assets ($) | $228,641,000 | 350 |
| Non-managed Assets ($) | $96,466,000 | 242 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,074,000 | 337 |
| 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 | $652,000 | 275 |
| Number of Managed Accounts | $611,000 | 251 |
| Number of Non-Managed Accounts | $41,000 | 286 |
| Total fiduciary and related assets | $335,060,000 | 348 |
| Managed Assets ($) | $241,026,000 | 344 |
| Non-managed Assets ($) | $94,034,000 | 245 |
| Memoranda | ||
| Gross Fiduciary activities income | $551,000 | 330 |
| 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 | $636,000 | 299 |
| Number of Managed Accounts | $595,000 | 263 |
| Number of Non-Managed Accounts | $41,000 | 459 |
| Total fiduciary and related assets | $330,459,000 | 351 |
| Managed Assets ($) | $236,039,000 | 353 |
| Non-managed Assets ($) | $94,420,000 | 251 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,332,000 | 315 |
| 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 | $626,000 | 277 |
| Number of Managed Accounts | $587,000 | 254 |
| Number of Non-Managed Accounts | $39,000 | 277 |
| Total fiduciary and related assets | $331,339,000 | 341 |
| Managed Assets ($) | $239,968,000 | 346 |
| Non-managed Assets ($) | $91,371,000 | 238 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,400,000 | 350 |
| 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 | $622,000 | 280 |
| Number of Managed Accounts | $585,000 | 255 |
| Number of Non-Managed Accounts | $37,000 | 282 |
| Total fiduciary and related assets | $318,978,000 | 345 |
| Managed Assets ($) | $231,054,000 | 347 |
| Non-managed Assets ($) | $87,924,000 | 239 |
| Memoranda | ||
| Gross Fiduciary activities income | $914,000 | 356 |
| 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 | $614,000 | 281 |
| Number of Managed Accounts | $578,000 | 257 |
| Number of Non-Managed Accounts | $36,000 | 285 |
| Total fiduciary and related assets | $308,276,000 | 351 |
| Managed Assets ($) | $224,340,000 | 352 |
| Non-managed Assets ($) | $83,936,000 | 239 |
| Memoranda | ||
| Gross Fiduciary activities income | $451,000 | 359 |
| 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 | $591,000 | 308 |
| Number of Managed Accounts | $553,000 | 270 |
| Number of Non-Managed Accounts | $38,000 | 485 |
| Total fiduciary and related assets | $296,980,000 | 354 |
| Managed Assets ($) | $214,576,000 | 362 |
| Non-managed Assets ($) | $82,404,000 | 258 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,701,000 | 364 |
| 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 | $581,000 | 287 |
| Number of Managed Accounts | $544,000 | 259 |
| Number of Non-Managed Accounts | $37,000 | 295 |
| Total fiduciary and related assets | $297,322,000 | 349 |
| Managed Assets ($) | $213,312,000 | 348 |
| Non-managed Assets ($) | $84,010,000 | 239 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,256,000 | 368 |
| 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 | $577,000 | 289 |
| Number of Managed Accounts | $540,000 | 260 |
| Number of Non-Managed Accounts | $37,000 | 295 |
| Total fiduciary and related assets | $290,178,000 | 353 |
| Managed Assets ($) | $208,457,000 | 352 |
| Non-managed Assets ($) | $81,721,000 | 242 |
| Memoranda | ||
| Gross Fiduciary activities income | $837,000 | 369 |
| 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 | $561,000 | 295 |
| Number of Managed Accounts | $524,000 | 267 |
| Number of Non-Managed Accounts | $37,000 | 292 |
| Total fiduciary and related assets | $284,278,000 | 351 |
| Managed Assets ($) | $204,443,000 | 349 |
| Non-managed Assets ($) | $79,835,000 | 241 |
| Memoranda | ||
| Gross Fiduciary activities income | $427,000 | 360 |
| 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 | $558,000 | 321 |
| Number of Managed Accounts | $520,000 | 272 |
| Number of Non-Managed Accounts | $38,000 | 497 |
| Total fiduciary and related assets | $281,149,000 | 361 |
| Managed Assets ($) | $201,286,000 | 372 |
| Non-managed Assets ($) | $79,863,000 | 253 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,463,000 | 393 |
| 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 | $549,000 | 294 |
| Number of Managed Accounts | $504,000 | 266 |
| Number of Non-Managed Accounts | $45,000 | 277 |
| Total fiduciary and related assets | $260,505,000 | 370 |
| Managed Assets ($) | $178,397,000 | 356 |
| Non-managed Assets ($) | $82,108,000 | 239 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,095,000 | 393 |
| 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 | $542,000 | 301 |
| Number of Managed Accounts | $498,000 | 269 |
| Number of Non-Managed Accounts | $44,000 | 282 |
| Total fiduciary and related assets | $273,427,000 | 370 |
| Managed Assets ($) | $185,503,000 | 357 |
| Non-managed Assets ($) | $87,924,000 | 240 |
| Memoranda | ||
| Gross Fiduciary activities income | $725,000 | 400 |
| 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 | $527,000 | 305 |
| Number of Managed Accounts | $481,000 | 274 |
| Number of Non-Managed Accounts | $46,000 | 279 |
| Total fiduciary and related assets | $274,496,000 | 374 |
| Managed Assets ($) | $188,033,000 | 358 |
| Non-managed Assets ($) | $86,463,000 | 244 |
| Memoranda | ||
| Gross Fiduciary activities income | $357,000 | 407 |
| 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 | $514,000 | 344 |
| Number of Managed Accounts | $471,000 | 292 |
| Number of Non-Managed Accounts | $43,000 | 491 |
| Total fiduciary and related assets | $260,369,000 | 383 |
| Managed Assets ($) | $177,713,000 | 393 |
| Non-managed Assets ($) | $82,656,000 | 259 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,241,000 | 428 |
| 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 | $0 | 417 |
| Number of Managed Accounts | $0 | 403 |
| Number of Non-Managed Accounts | $0 | 402 |
| Total fiduciary and related assets | $0 | 415 |
| Managed Assets ($) | $0 | 402 |
| Non-managed Assets ($) | $0 | 400 |
| Memoranda | ||
| Gross Fiduciary activities income | $895,000 | 432 |
| 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 | $0 | 417 |
| Number of Managed Accounts | $0 | 403 |
| Number of Non-Managed Accounts | $0 | 404 |
| Total fiduciary and related assets | $0 | 417 |
| Managed Assets ($) | $0 | 404 |
| Non-managed Assets ($) | $0 | 402 |
| Memoranda | ||
| Gross Fiduciary activities income | $580,000 | 437 |
| 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 | $0 | 424 |
| Number of Managed Accounts | $0 | 411 |
| Number of Non-Managed Accounts | $0 | 408 |
| Total fiduciary and related assets | $0 | 423 |
| Managed Assets ($) | $0 | 411 |
| Non-managed Assets ($) | $0 | 406 |
| Memoranda | ||
| Gross Fiduciary activities income | $278,000 | 453 |
| 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 | $422,000 | 399 |
| Number of Managed Accounts | $389,000 | 328 |
| Number of Non-Managed Accounts | $33,000 | 564 |
| Total fiduciary and related assets | $216,318,000 | 410 |
| Managed Assets ($) | $133,897,000 | 435 |
| Non-managed Assets ($) | $82,421,000 | 263 |
| Memoranda | ||
| Gross Fiduciary activities income | $761,000 | 514 |
| 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 | $0 | 406 |
| Number of Managed Accounts | $0 | 391 |
| Number of Non-Managed Accounts | $0 | 390 |
| Total fiduciary and related assets | $0 | 405 |
| Managed Assets ($) | $0 | 392 |
| Non-managed Assets ($) | $0 | 388 |
| Memoranda | ||
| Gross Fiduciary activities income | $545,000 | 525 |
| 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 | $0 | 410 |
| Number of Managed Accounts | $0 | 395 |
| Number of Non-Managed Accounts | $0 | 391 |
| Total fiduciary and related assets | $0 | 408 |
| Managed Assets ($) | $0 | 395 |
| Non-managed Assets ($) | $0 | 389 |
| Memoranda | ||
| Gross Fiduciary activities income | $349,000 | 542 |
| 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 | $0 | 414 |
| Number of Managed Accounts | $0 | 400 |
| Number of Non-Managed Accounts | $0 | 394 |
| Total fiduciary and related assets | $0 | 412 |
| Managed Assets ($) | $0 | 399 |
| Non-managed Assets ($) | $0 | 392 |
| Memoranda | ||
| Gross Fiduciary activities income | $163,000 | 562 |
| 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 | $328,000 | 461 |
| Number of Managed Accounts | $293,000 | 394 |
| Number of Non-Managed Accounts | $35,000 | 563 |
| Total fiduciary and related assets | $187,113,000 | 424 |
| Managed Assets ($) | $87,555,000 | 518 |
| Non-managed Assets ($) | $99,558,000 | 238 |
| Memoranda | ||
| Gross Fiduciary activities income | $617,000 | 551 |
| 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 | $314,000 | 342 |
| Number of Managed Accounts | $278,000 | 321 |
| Number of Non-Managed Accounts | $36,000 | 280 |
| Total fiduciary and related assets | $176,849,000 | 361 |
| Managed Assets ($) | $77,249,000 | 352 |
| Non-managed Assets ($) | $99,600,000 | 215 |
| Memoranda | ||
| Gross Fiduciary activities income | $470,000 | 555 |
| 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 | $312,000 | 342 |
| Number of Managed Accounts | $297,000 | 308 |
| Number of Non-Managed Accounts | $15,000 | 325 |
| Total fiduciary and related assets | $167,435,000 | 360 |
| Managed Assets ($) | $150,417,000 | 331 |
| Non-managed Assets ($) | $17,018,000 | 314 |
| Memoranda | ||
| Gross Fiduciary activities income | $323,000 | 561 |
| 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 | $308,000 | 340 |
| Number of Managed Accounts | $292,000 | 309 |
| Number of Non-Managed Accounts | $16,000 | 319 |
| Total fiduciary and related assets | $168,766,000 | 361 |
| Managed Assets ($) | $150,874,000 | 331 |
| Non-managed Assets ($) | $17,892,000 | 311 |
| Memoranda | ||
| Gross Fiduciary activities income | $153,000 | 569 |
| 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 | $300,000 | 480 |
| Number of Managed Accounts | $282,000 | 399 |
| Number of Non-Managed Accounts | $18,000 | 731 |
| Total fiduciary and related assets | $151,124,000 | 456 |
| Managed Assets ($) | $134,038,000 | 399 |
| Non-managed Assets ($) | $17,086,000 | 510 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2011-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $301,000 | 344 |
| Number of Managed Accounts | $109,000 | 353 |
| Number of Non-Managed Accounts | $192,000 | 156 |
| Total fiduciary and related assets | $141,566,000 | 361 |
| Managed Assets ($) | $45,579,000 | 358 |
| Non-managed Assets ($) | $95,987,000 | 208 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2011-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $303,000 | 349 |
| Number of Managed Accounts | $114,000 | 359 |
| Number of Non-Managed Accounts | $189,000 | 162 |
| Total fiduciary and related assets | $185,279,000 | 360 |
| Managed Assets ($) | $58,672,000 | 361 |
| Non-managed Assets ($) | $126,607,000 | 195 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2011-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $297,000 | 354 |
| Number of Managed Accounts | $116,000 | 362 |
| Number of Non-Managed Accounts | $181,000 | 169 |
| Total fiduciary and related assets | $186,948,000 | 365 |
| Managed Assets ($) | $59,733,000 | 363 |
| Non-managed Assets ($) | $127,215,000 | 195 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2010-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $301,000 | 497 |
| Number of Managed Accounts | $120,000 | 629 |
| Number of Non-Managed Accounts | $181,000 | 233 |
| Total fiduciary and related assets | $176,802,000 | 432 |
| Managed Assets ($) | $71,476,000 | 567 |
| Non-managed Assets ($) | $105,326,000 | 227 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2010-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $296,000 | 341 |
| Number of Managed Accounts | $127,000 | 339 |
| Number of Non-Managed Accounts | $169,000 | 173 |
| Total fiduciary and related assets | $160,977,000 | 358 |
| Managed Assets ($) | $67,841,000 | 346 |
| Non-managed Assets ($) | $93,136,000 | 214 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2010-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $302,000 | 341 |
| Number of Managed Accounts | $128,000 | 339 |
| Number of Non-Managed Accounts | $174,000 | 169 |
| Total fiduciary and related assets | $147,435,000 | 359 |
| Managed Assets ($) | $58,291,000 | 348 |
| Non-managed Assets ($) | $89,144,000 | 219 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2010-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $303,000 | 347 |
| Number of Managed Accounts | $129,000 | 343 |
| Number of Non-Managed Accounts | $174,000 | 173 |
| Total fiduciary and related assets | $152,221,000 | 366 |
| Managed Assets ($) | $63,791,000 | 350 |
| Non-managed Assets ($) | $88,430,000 | 225 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2009-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $295,000 | 513 |
| Number of Managed Accounts | $127,000 | 615 |
| Number of Non-Managed Accounts | $168,000 | 248 |
| Total fiduciary and related assets | $142,379,000 | 481 |
| Managed Assets ($) | $57,374,000 | 607 |
| Non-managed Assets ($) | $85,005,000 | 247 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2009-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $293,000 | 338 |
| Number of Managed Accounts | $177,000 | 324 |
| Number of Non-Managed Accounts | $116,000 | 198 |
| Total fiduciary and related assets | $141,735,000 | 354 |
| Managed Assets ($) | $74,813,000 | 340 |
| Non-managed Assets ($) | $66,922,000 | 229 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2009-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $283,000 | 346 |
| Number of Managed Accounts | $169,000 | 334 |
| Number of Non-Managed Accounts | $114,000 | 205 |
| Total fiduciary and related assets | $133,198,000 | 362 |
| Managed Assets ($) | $74,039,000 | 348 |
| Non-managed Assets ($) | $59,159,000 | 234 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2009-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $284,000 | 346 |
| Number of Managed Accounts | $165,000 | 335 |
| Number of Non-Managed Accounts | $119,000 | 199 |
| Total fiduciary and related assets | $122,303,000 | 367 |
| Managed Assets ($) | $73,058,000 | 347 |
| Non-managed Assets ($) | $49,245,000 | 248 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2008-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $279,000 | 538 |
| Number of Managed Accounts | $161,000 | 574 |
| Number of Non-Managed Accounts | $118,000 | 318 |
| Total fiduciary and related assets | $133,896,000 | 487 |
| Managed Assets ($) | $82,661,000 | 511 |
| Non-managed Assets ($) | $51,235,000 | 314 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2008-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $278,000 | 366 |
| Number of Managed Accounts | $164,000 | 361 |
| Number of Non-Managed Accounts | $114,000 | 211 |
| Total fiduciary and related assets | $154,475,000 | 382 |
| Managed Assets ($) | $93,914,000 | 367 |
| Non-managed Assets ($) | $60,561,000 | 257 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2008-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $270,000 | 375 |
| Number of Managed Accounts | $158,000 | 367 |
| Number of Non-Managed Accounts | $112,000 | 219 |
| Total fiduciary and related assets | $161,115,000 | 389 |
| Managed Assets ($) | $92,120,000 | 373 |
| Non-managed Assets ($) | $68,995,000 | 250 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2008-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $252,000 | 385 |
| Number of Managed Accounts | $148,000 | 371 |
| Number of Non-Managed Accounts | $104,000 | 223 |
| Total fiduciary and related assets | $156,279,000 | 398 |
| Managed Assets ($) | $88,024,000 | 379 |
| Non-managed Assets ($) | $68,255,000 | 256 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2007-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $239,000 | 600 |
| Number of Managed Accounts | $143,000 | 616 |
| Number of Non-Managed Accounts | $96,000 | 371 |
| Total fiduciary and related assets | $157,422,000 | 494 |
| Managed Assets ($) | $84,234,000 | 558 |
| Non-managed Assets ($) | $73,188,000 | 284 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2007-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $162,000 | 385 |
| Number of Managed Accounts | $112,000 | 365 |
| Number of Non-Managed Accounts | $50,000 | 269 |
| Total fiduciary and related assets | $141,818,000 | 383 |
| Managed Assets ($) | $68,122,000 | 373 |
| Non-managed Assets ($) | $73,696,000 | 243 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2007-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $149,000 | 395 |
| Number of Managed Accounts | $100,000 | 372 |
| Number of Non-Managed Accounts | $49,000 | 283 |
| Total fiduciary and related assets | $140,748,000 | 391 |
| Managed Assets ($) | $67,969,000 | 379 |
| Non-managed Assets ($) | $72,779,000 | 253 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2007-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $140,000 | 400 |
| Number of Managed Accounts | $94,000 | 378 |
| Number of Non-Managed Accounts | $46,000 | 288 |
| Total fiduciary and related assets | $122,518,000 | 396 |
| Managed Assets ($) | $53,965,000 | 383 |
| Non-managed Assets ($) | $68,553,000 | 255 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2006-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $145,000 | 768 |
| Number of Managed Accounts | $96,000 | 744 |
| Number of Non-Managed Accounts | $49,000 | 560 |
| Total fiduciary and related assets | $117,261,000 | 554 |
| Managed Assets ($) | $48,895,000 | 681 |
| Non-managed Assets ($) | $68,366,000 | 298 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2006-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $122,000 | 387 |
| Number of Managed Accounts | $81,000 | 368 |
| Number of Non-Managed Accounts | $41,000 | 293 |
| Total fiduciary and related assets | $111,761,000 | 384 |
| Managed Assets ($) | $44,256,000 | 368 |
| Non-managed Assets ($) | $67,505,000 | 260 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2006-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $121,000 | 394 |
| Number of Managed Accounts | $80,000 | 374 |
| Number of Non-Managed Accounts | $41,000 | 302 |
| Total fiduciary and related assets | $107,857,000 | 391 |
| Managed Assets ($) | $43,203,000 | 373 |
| Non-managed Assets ($) | $64,654,000 | 268 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2006-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $125,000 | 404 |
| Number of Managed Accounts | $81,000 | 383 |
| Number of Non-Managed Accounts | $44,000 | 300 |
| Total fiduciary and related assets | $107,435,000 | 395 |
| Managed Assets ($) | $40,812,000 | 383 |
| Non-managed Assets ($) | $66,623,000 | 267 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2005-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $124,000 | 837 |
| Number of Managed Accounts | $81,000 | 814 |
| Number of Non-Managed Accounts | $43,000 | 612 |
| Total fiduciary and related assets | $105,178,000 | 585 |
| Managed Assets ($) | $39,253,000 | 740 |
| Non-managed Assets ($) | $65,925,000 | 301 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2005-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $115,000 | 395 |
| Number of Managed Accounts | $72,000 | 372 |
| Number of Non-Managed Accounts | $43,000 | 300 |
| Total fiduciary and related assets | $97,763,000 | 390 |
| Managed Assets ($) | $34,767,000 | 377 |
| Non-managed Assets ($) | $62,996,000 | 266 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2005-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $105,000 | 414 |
| Number of Managed Accounts | $67,000 | 388 |
| Number of Non-Managed Accounts | $38,000 | 317 |
| Total fiduciary and related assets | $75,537,000 | 411 |
| Managed Assets ($) | $28,729,000 | 396 |
| Non-managed Assets ($) | $46,808,000 | 288 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2005-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $106,000 | 417 |
| Number of Managed Accounts | $70,000 | 390 |
| Number of Non-Managed Accounts | $36,000 | 322 |
| Total fiduciary and related assets | $72,635,000 | 415 |
| Managed Assets ($) | $28,399,000 | 396 |
| Non-managed Assets ($) | $44,236,000 | 295 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2004-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $105,000 | 915 |
| Number of Managed Accounts | $69,000 | 855 |
| Number of Non-Managed Accounts | $36,000 | 682 |
| Total fiduciary and related assets | $66,747,000 | 710 |
| Managed Assets ($) | $27,832,000 | 825 |
| Non-managed Assets ($) | $38,915,000 | 383 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2004-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $103,000 | 408 |
| Number of Managed Accounts | $69,000 | 374 |
| Number of Non-Managed Accounts | $34,000 | 323 |
| Total fiduciary and related assets | $58,533,000 | 408 |
| Managed Assets ($) | $26,810,000 | 383 |
| Non-managed Assets ($) | $31,723,000 | 306 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2004-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $98,000 | 416 |
| Number of Managed Accounts | $65,000 | 383 |
| Number of Non-Managed Accounts | $33,000 | 334 |
| Total fiduciary and related assets | $56,818,000 | 413 |
| Managed Assets ($) | $26,238,000 | 387 |
| Non-managed Assets ($) | $30,580,000 | 316 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2004-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $96,000 | 423 |
| Number of Managed Accounts | $64,000 | 390 |
| Number of Non-Managed Accounts | $32,000 | 342 |
| Total fiduciary and related assets | $55,825,000 | 420 |
| Managed Assets ($) | $25,962,000 | 396 |
| Non-managed Assets ($) | $29,863,000 | 318 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2003-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $92,000 | 983 |
| Number of Managed Accounts | $60,000 | 911 |
| Number of Non-Managed Accounts | $32,000 | 736 |
| Total fiduciary and related assets | $53,311,000 | 757 |
| Managed Assets ($) | $24,367,000 | 854 |
| Non-managed Assets ($) | $28,944,000 | 443 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2003-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $94,000 | 427 |
| Number of Managed Accounts | $61,000 | 398 |
| Number of Non-Managed Accounts | $33,000 | 347 |
| Total fiduciary and related assets | $51,436,000 | 424 |
| Managed Assets ($) | $23,210,000 | 403 |
| Non-managed Assets ($) | $28,226,000 | 332 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2003-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $88,000 | 430 |
| Number of Managed Accounts | $57,000 | 401 |
| Number of Non-Managed Accounts | $31,000 | 353 |
| Total fiduciary and related assets | $48,824,000 | 425 |
| Managed Assets ($) | $22,202,000 | 406 |
| Non-managed Assets ($) | $26,622,000 | 334 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2003-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $67,000 | 452 |
| Number of Managed Accounts | $56,000 | 416 |
| Number of Non-Managed Accounts | $11,000 | 412 |
| Total fiduciary and related assets | $17,282,000 | 457 |
| Managed Assets ($) | $14,365,000 | 427 |
| Non-managed Assets ($) | $2,917,000 | 427 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2002-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $63,000 | 1,124 |
| Number of Managed Accounts | $57,000 | 971 |
| Number of Non-Managed Accounts | $6,000 | 1,120 |
| Total fiduciary and related assets | $15,838,000 | 1,086 |
| Managed Assets ($) | $14,444,000 | 996 |
| Non-managed Assets ($) | $1,394,000 | 1,036 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2001-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,869 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1,865 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2000-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1999-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1998-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1997-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1996-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1995-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1994-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1993-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1992-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |