Home > Security Bank of Kansas City > Fiduciary and Related Services
Security Bank of Kansas City, 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 | $2,038,000 | 138 |
| Number of Managed Accounts | $0 | 982 |
| Number of Non-Managed Accounts | $2,038,000 | 43 |
| Total fiduciary and related assets | $2,423,506,000 | 162 |
| Managed Assets ($) | $0 | 982 |
| Non-managed Assets ($) | $2,423,506,000 | 86 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,045,000 | 334 |
| 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 | $2,018,000 | 132 |
| Number of Managed Accounts | $0 | 366 |
| Number of Non-Managed Accounts | $2,018,000 | 42 |
| Total fiduciary and related assets | $2,439,707,000 | 157 |
| Managed Assets ($) | $0 | 366 |
| Non-managed Assets ($) | $2,439,707,000 | 84 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,160,000 | 340 |
| 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 | $2,040,000 | 134 |
| Number of Managed Accounts | $0 | 438 |
| Number of Non-Managed Accounts | $2,040,000 | 39 |
| Total fiduciary and related assets | $2,784,217,000 | 146 |
| Managed Assets ($) | $0 | 438 |
| Non-managed Assets ($) | $2,784,217,000 | 73 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,390,000 | 340 |
| 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 | $2,069,000 | 141 |
| Number of Managed Accounts | $0 | 375 |
| Number of Non-Managed Accounts | $2,069,000 | 44 |
| Total fiduciary and related assets | $2,854,318,000 | 151 |
| Managed Assets ($) | $0 | 375 |
| Non-managed Assets ($) | $2,854,318,000 | 79 |
| Memoranda | ||
| Gross Fiduciary activities income | $795,000 | 334 |
| 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 | $2,107,000 | 136 |
| Number of Managed Accounts | $0 | 1,021 |
| Number of Non-Managed Accounts | $2,107,000 | 43 |
| Total fiduciary and related assets | $2,914,570,000 | 148 |
| Managed Assets ($) | $0 | 1,021 |
| Non-managed Assets ($) | $2,914,570,000 | 76 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,607,000 | 368 |
| 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 | $2,121,000 | 134 |
| Number of Managed Accounts | $0 | 389 |
| Number of Non-Managed Accounts | $2,121,000 | 41 |
| Total fiduciary and related assets | $2,974,867,000 | 145 |
| Managed Assets ($) | $0 | 389 |
| Non-managed Assets ($) | $2,974,867,000 | 77 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,724,000 | 392 |
| 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 | $2,165,000 | 119 |
| Number of Managed Accounts | $0 | 422 |
| Number of Non-Managed Accounts | $2,165,000 | 35 |
| Total fiduciary and related assets | $3,654,084,000 | 108 |
| Managed Assets ($) | $0 | 422 |
| Non-managed Assets ($) | $3,654,084,000 | 58 |
| Memoranda | ||
| Gross Fiduciary activities income | $921,000 | 382 |
| 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 | $2,118,000 | 121 |
| Number of Managed Accounts | $0 | 350 |
| Number of Non-Managed Accounts | $2,118,000 | 35 |
| Total fiduciary and related assets | $3,082,257,000 | 123 |
| Managed Assets ($) | $0 | 350 |
| Non-managed Assets ($) | $3,082,257,000 | 62 |
| Memoranda | ||
| Gross Fiduciary activities income | $385,000 | 416 |
| 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 | $2,097,000 | 124 |
| Number of Managed Accounts | $0 | 1,005 |
| Number of Non-Managed Accounts | $2,097,000 | 38 |
| Total fiduciary and related assets | $3,132,245,000 | 123 |
| Managed Assets ($) | $0 | 1,004 |
| Non-managed Assets ($) | $3,132,245,000 | 63 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,709,000 | 390 |
| 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 | $2,076,000 | 123 |
| Number of Managed Accounts | $0 | 335 |
| Number of Non-Managed Accounts | $2,076,000 | 37 |
| Total fiduciary and related assets | $3,025,612,000 | 125 |
| Managed Assets ($) | $0 | 335 |
| Non-managed Assets ($) | $3,025,612,000 | 61 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,149,000 | 405 |
| 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 | $2,057,000 | 124 |
| Number of Managed Accounts | $0 | 401 |
| Number of Non-Managed Accounts | $2,057,000 | 38 |
| Total fiduciary and related assets | $3,279,950,000 | 117 |
| Managed Assets ($) | $0 | 401 |
| Non-managed Assets ($) | $3,279,950,000 | 60 |
| Memoranda | ||
| Gross Fiduciary activities income | $740,000 | 405 |
| 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 | $2,051,000 | 125 |
| Number of Managed Accounts | $0 | 337 |
| Number of Non-Managed Accounts | $2,051,000 | 38 |
| Total fiduciary and related assets | $2,986,650,000 | 122 |
| Managed Assets ($) | $0 | 337 |
| Non-managed Assets ($) | $2,986,650,000 | 62 |
| Memoranda | ||
| Gross Fiduciary activities income | $392,000 | 404 |
| 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 | $2,098,000 | 126 |
| Number of Managed Accounts | $0 | 1,038 |
| Number of Non-Managed Accounts | $2,098,000 | 41 |
| Total fiduciary and related assets | $2,693,640,000 | 126 |
| Managed Assets ($) | $0 | 1,038 |
| Non-managed Assets ($) | $2,693,640,000 | 63 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,147,000 | 332 |
| 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 | $2,134,000 | 120 |
| Number of Managed Accounts | $0 | 338 |
| Number of Non-Managed Accounts | $2,134,000 | 39 |
| Total fiduciary and related assets | $2,650,343,000 | 120 |
| Managed Assets ($) | $0 | 338 |
| Non-managed Assets ($) | $2,650,343,000 | 62 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,571,000 | 338 |
| 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 | $2,146,000 | 121 |
| Number of Managed Accounts | $0 | 397 |
| Number of Non-Managed Accounts | $2,146,000 | 38 |
| Total fiduciary and related assets | $2,694,290,000 | 116 |
| Managed Assets ($) | $0 | 397 |
| Non-managed Assets ($) | $2,694,290,000 | 62 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,097,000 | 328 |
| 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 | $2,214,000 | 118 |
| Number of Managed Accounts | $0 | 342 |
| Number of Non-Managed Accounts | $2,214,000 | 37 |
| Total fiduciary and related assets | $2,859,401,000 | 112 |
| Managed Assets ($) | $0 | 342 |
| Non-managed Assets ($) | $2,859,401,000 | 58 |
| Memoranda | ||
| Gross Fiduciary activities income | $615,000 | 314 |
| 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 | $2,173,000 | 124 |
| Number of Managed Accounts | $0 | 1,068 |
| Number of Non-Managed Accounts | $2,173,000 | 39 |
| Total fiduciary and related assets | $2,336,560,000 | 127 |
| Managed Assets ($) | $0 | 1,068 |
| Non-managed Assets ($) | $2,336,560,000 | 66 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,615,000 | 301 |
| 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 | $2,199,000 | 118 |
| Number of Managed Accounts | $0 | 349 |
| Number of Non-Managed Accounts | $2,199,000 | 38 |
| Total fiduciary and related assets | $2,369,927,000 | 124 |
| Managed Assets ($) | $0 | 349 |
| Non-managed Assets ($) | $2,369,927,000 | 66 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,850,000 | 310 |
| 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 | $2,187,000 | 118 |
| Number of Managed Accounts | $0 | 387 |
| Number of Non-Managed Accounts | $2,187,000 | 40 |
| Total fiduciary and related assets | $2,849,405,000 | 113 |
| Managed Assets ($) | $0 | 387 |
| Non-managed Assets ($) | $2,849,405,000 | 59 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,222,000 | 313 |
| 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 | $2,206,000 | 117 |
| Number of Managed Accounts | $0 | 393 |
| Number of Non-Managed Accounts | $2,206,000 | 40 |
| Total fiduciary and related assets | $2,811,807,000 | 113 |
| Managed Assets ($) | $0 | 393 |
| Non-managed Assets ($) | $2,811,807,000 | 59 |
| Memoranda | ||
| Gross Fiduciary activities income | $632,000 | 305 |
| 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 | $2,323,000 | 114 |
| Number of Managed Accounts | $0 | 1,111 |
| Number of Non-Managed Accounts | $2,323,000 | 40 |
| Total fiduciary and related assets | $2,898,953,000 | 106 |
| Managed Assets ($) | $0 | 1,111 |
| Non-managed Assets ($) | $2,898,953,000 | 60 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,634,000 | 302 |
| 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 | $2,371,000 | 108 |
| Number of Managed Accounts | $0 | 396 |
| Number of Non-Managed Accounts | $2,371,000 | 38 |
| Total fiduciary and related assets | $2,782,012,000 | 113 |
| Managed Assets ($) | $0 | 396 |
| Non-managed Assets ($) | $2,782,012,000 | 61 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,951,000 | 305 |
| 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 | $2,378,000 | 105 |
| Number of Managed Accounts | $0 | 398 |
| Number of Non-Managed Accounts | $2,378,000 | 37 |
| Total fiduciary and related assets | $3,410,916,000 | 103 |
| Managed Assets ($) | $0 | 398 |
| Non-managed Assets ($) | $3,410,916,000 | 55 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,236,000 | 311 |
| 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 | $2,364,000 | 108 |
| Number of Managed Accounts | $0 | 399 |
| Number of Non-Managed Accounts | $2,364,000 | 38 |
| Total fiduciary and related assets | $3,479,188,000 | 101 |
| Managed Assets ($) | $0 | 398 |
| Non-managed Assets ($) | $3,479,188,000 | 56 |
| Memoranda | ||
| Gross Fiduciary activities income | $674,000 | 299 |
| 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 | $2,440,000 | 104 |
| Number of Managed Accounts | $0 | 1,139 |
| Number of Non-Managed Accounts | $2,440,000 | 40 |
| Total fiduciary and related assets | $3,537,050,000 | 100 |
| Managed Assets ($) | $0 | 1,139 |
| Non-managed Assets ($) | $3,537,050,000 | 54 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,639,000 | 296 |
| 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 | $2,257,000 | 112 |
| Number of Managed Accounts | $0 | 391 |
| Number of Non-Managed Accounts | $2,257,000 | 38 |
| Total fiduciary and related assets | $3,165,374,000 | 105 |
| Managed Assets ($) | $0 | 391 |
| Non-managed Assets ($) | $3,165,374,000 | 58 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,947,000 | 296 |
| 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 | $2,251,000 | 107 |
| Number of Managed Accounts | $0 | 393 |
| Number of Non-Managed Accounts | $2,251,000 | 38 |
| Total fiduciary and related assets | $3,401,681,000 | 97 |
| Managed Assets ($) | $0 | 393 |
| Non-managed Assets ($) | $3,401,681,000 | 55 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,242,000 | 305 |
| 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 | $2,289,000 | 104 |
| Number of Managed Accounts | $0 | 396 |
| Number of Non-Managed Accounts | $2,289,000 | 40 |
| Total fiduciary and related assets | $3,453,090,000 | 96 |
| Managed Assets ($) | $0 | 396 |
| Non-managed Assets ($) | $3,453,090,000 | 53 |
| Memoranda | ||
| Gross Fiduciary activities income | $651,000 | 298 |
| 2016-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,626,000 | 146 |
| Number of Managed Accounts | $0 | 1,181 |
| Number of Non-Managed Accounts | $1,626,000 | 52 |
| Total fiduciary and related assets | $2,756,854,000 | 107 |
| Managed Assets ($) | $0 | 1,181 |
| Non-managed Assets ($) | $2,756,854,000 | 61 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,617,000 | 286 |
| 2016-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,623,000 | 143 |
| Number of Managed Accounts | $0 | 402 |
| Number of Non-Managed Accounts | $1,623,000 | 50 |
| Total fiduciary and related assets | $2,756,918,000 | 106 |
| Managed Assets ($) | $0 | 401 |
| Non-managed Assets ($) | $2,756,918,000 | 59 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,807,000 | 301 |
| 2016-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,513,000 | 156 |
| Number of Managed Accounts | $0 | 406 |
| Number of Non-Managed Accounts | $1,513,000 | 50 |
| Total fiduciary and related assets | $2,406,389,000 | 110 |
| Managed Assets ($) | $0 | 406 |
| Non-managed Assets ($) | $2,406,389,000 | 63 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,118,000 | 311 |
| 2016-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,430,000 | 161 |
| Number of Managed Accounts | $0 | 406 |
| Number of Non-Managed Accounts | $1,430,000 | 51 |
| Total fiduciary and related assets | $2,176,985,000 | 115 |
| Managed Assets ($) | $0 | 407 |
| Non-managed Assets ($) | $2,176,985,000 | 65 |
| Memoranda | ||
| Gross Fiduciary activities income | $499,000 | 328 |
| 2015-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,384,000 | 169 |
| Number of Managed Accounts | $0 | 1,209 |
| Number of Non-Managed Accounts | $1,384,000 | 54 |
| Total fiduciary and related assets | $1,832,148,000 | 128 |
| Managed Assets ($) | $0 | 1,209 |
| Non-managed Assets ($) | $1,832,148,000 | 68 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,529,000 | 387 |
| 2015-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,412,000 | 162 |
| Number of Managed Accounts | $0 | 401 |
| Number of Non-Managed Accounts | $1,412,000 | 52 |
| Total fiduciary and related assets | $1,474,401,000 | 141 |
| Managed Assets ($) | $0 | 401 |
| Non-managed Assets ($) | $1,474,401,000 | 82 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,081,000 | 397 |
| 2015-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,343,000 | 170 |
| Number of Managed Accounts | $0 | 405 |
| Number of Non-Managed Accounts | $1,343,000 | 52 |
| Total fiduciary and related assets | $1,818,295,000 | 130 |
| Managed Assets ($) | $0 | 405 |
| Non-managed Assets ($) | $1,818,295,000 | 69 |
| Memoranda | ||
| Gross Fiduciary activities income | $654,000 | 422 |
| 2015-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,299,000 | 174 |
| Number of Managed Accounts | $0 | 403 |
| Number of Non-Managed Accounts | $1,299,000 | 54 |
| Total fiduciary and related assets | $1,718,271,000 | 134 |
| Managed Assets ($) | $0 | 403 |
| Non-managed Assets ($) | $1,718,271,000 | 76 |
| Memoranda | ||
| Gross Fiduciary activities income | $321,000 | 429 |
| 2014-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,304,000 | 176 |
| Number of Managed Accounts | $0 | 1,260 |
| Number of Non-Managed Accounts | $1,304,000 | 59 |
| Total fiduciary and related assets | $1,598,372,000 | 139 |
| Managed Assets ($) | $0 | 1,260 |
| Non-managed Assets ($) | $1,598,372,000 | 80 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,245,000 | 427 |
| 2014-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,367,000 | 163 |
| Number of Managed Accounts | $0 | 403 |
| Number of Non-Managed Accounts | $1,367,000 | 55 |
| Total fiduciary and related assets | $1,532,210,000 | 139 |
| Managed Assets ($) | $0 | 402 |
| Non-managed Assets ($) | $1,532,210,000 | 79 |
| Memoranda | ||
| Gross Fiduciary activities income | $894,000 | 435 |
| 2014-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,336,000 | 167 |
| Number of Managed Accounts | $0 | 403 |
| Number of Non-Managed Accounts | $1,336,000 | 56 |
| Total fiduciary and related assets | $1,963,396,000 | 121 |
| Managed Assets ($) | $0 | 404 |
| Non-managed Assets ($) | $1,963,396,000 | 67 |
| Memoranda | ||
| Gross Fiduciary activities income | $564,000 | 445 |
| 2014-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,314,000 | 174 |
| Number of Managed Accounts | $0 | 411 |
| Number of Non-Managed Accounts | $1,314,000 | 58 |
| Total fiduciary and related assets | $1,271,776,000 | 153 |
| Managed Assets ($) | $0 | 411 |
| Non-managed Assets ($) | $1,271,776,000 | 84 |
| Memoranda | ||
| Gross Fiduciary activities income | $295,000 | 439 |
| 2013-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,021,000 | 216 |
| Number of Managed Accounts | $0 | 1,300 |
| Number of Non-Managed Accounts | $1,021,000 | 70 |
| Total fiduciary and related assets | $1,292,893,000 | 151 |
| Managed Assets ($) | $0 | 1,299 |
| Non-managed Assets ($) | $1,292,893,000 | 84 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,162,000 | 426 |
| 2013-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,034,000 | 201 |
| Number of Managed Accounts | $0 | 391 |
| Number of Non-Managed Accounts | $1,034,000 | 63 |
| Total fiduciary and related assets | $1,209,641,000 | 154 |
| Managed Assets ($) | $0 | 392 |
| Non-managed Assets ($) | $1,209,641,000 | 86 |
| Memoranda | ||
| Gross Fiduciary activities income | $877,000 | 424 |
| 2013-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,021,000 | 203 |
| Number of Managed Accounts | $0 | 395 |
| Number of Non-Managed Accounts | $1,021,000 | 66 |
| Total fiduciary and related assets | $1,297,646,000 | 142 |
| Managed Assets ($) | $0 | 395 |
| Non-managed Assets ($) | $1,297,646,000 | 83 |
| Memoranda | ||
| Gross Fiduciary activities income | $590,000 | 424 |
| 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 | $976,000 | 211 |
| Number of Managed Accounts | $0 | 400 |
| Number of Non-Managed Accounts | $976,000 | 70 |
| Total fiduciary and related assets | $1,109,614,000 | 154 |
| Managed Assets ($) | $0 | 399 |
| Non-managed Assets ($) | $1,109,614,000 | 86 |
| Memoranda | ||
| Gross Fiduciary activities income | $314,000 | 414 |
| 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 | $927,000 | 227 |
| Number of Managed Accounts | $0 | 1,332 |
| Number of Non-Managed Accounts | $927,000 | 77 |
| Total fiduciary and related assets | $1,002,671,000 | 158 |
| Managed Assets ($) | $0 | 1,331 |
| Non-managed Assets ($) | $1,002,671,000 | 89 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,180,000 | 408 |
| 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 | $964,000 | 204 |
| Number of Managed Accounts | $0 | 377 |
| Number of Non-Managed Accounts | $964,000 | 68 |
| Total fiduciary and related assets | $818,992,000 | 182 |
| Managed Assets ($) | $0 | 378 |
| Non-managed Assets ($) | $818,992,000 | 93 |
| Memoranda | ||
| Gross Fiduciary activities income | $907,000 | 405 |
| 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 | $983,000 | 201 |
| Number of Managed Accounts | $0 | 379 |
| Number of Non-Managed Accounts | $983,000 | 62 |
| Total fiduciary and related assets | $936,604,000 | 159 |
| Managed Assets ($) | $0 | 380 |
| Non-managed Assets ($) | $936,604,000 | 90 |
| Memoranda | ||
| Gross Fiduciary activities income | $572,000 | 413 |
| 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 | $915,000 | 212 |
| Number of Managed Accounts | $0 | 379 |
| Number of Non-Managed Accounts | $915,000 | 66 |
| Total fiduciary and related assets | $865,895,000 | 166 |
| Managed Assets ($) | $0 | 379 |
| Non-managed Assets ($) | $865,895,000 | 91 |
| Memoranda | ||
| Gross Fiduciary activities income | $312,000 | 400 |
| 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 | $915,000 | 226 |
| Number of Managed Accounts | $0 | 1,373 |
| Number of Non-Managed Accounts | $915,000 | 74 |
| Total fiduciary and related assets | $812,973,000 | 170 |
| Managed Assets ($) | $0 | 1,372 |
| Non-managed Assets ($) | $812,973,000 | 92 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,138,000 | 373 |
| 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 | $955,000 | 206 |
| Number of Managed Accounts | $0 | 397 |
| Number of Non-Managed Accounts | $955,000 | 62 |
| Total fiduciary and related assets | $792,938,000 | 168 |
| Managed Assets ($) | $0 | 397 |
| Non-managed Assets ($) | $792,938,000 | 92 |
| Memoranda | ||
| Gross Fiduciary activities income | $890,000 | 358 |
| 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 | $911,000 | 218 |
| Number of Managed Accounts | $0 | 403 |
| Number of Non-Managed Accounts | $911,000 | 70 |
| Total fiduciary and related assets | $909,306,000 | 160 |
| Managed Assets ($) | $0 | 403 |
| Non-managed Assets ($) | $909,306,000 | 90 |
| Memoranda | ||
| Gross Fiduciary activities income | $587,000 | 368 |
| 2011-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,002,000 | 201 |
| Number of Managed Accounts | $0 | 410 |
| Number of Non-Managed Accounts | $1,002,000 | 63 |
| Total fiduciary and related assets | $844,753,000 | 171 |
| Managed Assets ($) | $0 | 410 |
| Non-managed Assets ($) | $844,753,000 | 94 |
| Memoranda | ||
| Gross Fiduciary activities income | $332,000 | 347 |
| 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 | $988,000 | 219 |
| Number of Managed Accounts | $0 | 1,440 |
| Number of Non-Managed Accounts | $988,000 | 77 |
| Total fiduciary and related assets | $914,927,000 | 164 |
| Managed Assets ($) | $0 | 1,439 |
| Non-managed Assets ($) | $914,927,000 | 91 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,189,000 | 357 |
| 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 | $951,000 | 207 |
| Number of Managed Accounts | $0 | 393 |
| Number of Non-Managed Accounts | $951,000 | 72 |
| Total fiduciary and related assets | $794,778,000 | 172 |
| Managed Assets ($) | $0 | 394 |
| Non-managed Assets ($) | $794,778,000 | 95 |
| Memoranda | ||
| Gross Fiduciary activities income | $928,000 | 352 |
| 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 | $932,000 | 214 |
| Number of Managed Accounts | $0 | 393 |
| Number of Non-Managed Accounts | $932,000 | 71 |
| Total fiduciary and related assets | $828,847,000 | 161 |
| Managed Assets ($) | $0 | 394 |
| Non-managed Assets ($) | $828,847,000 | 92 |
| Memoranda | ||
| Gross Fiduciary activities income | $608,000 | 355 |
| 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 | $896,000 | 218 |
| Number of Managed Accounts | $0 | 397 |
| Number of Non-Managed Accounts | $896,000 | 75 |
| Total fiduciary and related assets | $650,648,000 | 196 |
| Managed Assets ($) | $0 | 397 |
| Non-managed Assets ($) | $650,648,000 | 100 |
| Memoranda | ||
| Gross Fiduciary activities income | $347,000 | 334 |
| 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 | $881,000 | 246 |
| Number of Managed Accounts | $0 | 1,485 |
| Number of Non-Managed Accounts | $881,000 | 88 |
| Total fiduciary and related assets | $649,539,000 | 197 |
| Managed Assets ($) | $0 | 1,484 |
| Non-managed Assets ($) | $649,539,000 | 100 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,324,000 | 327 |
| 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 | $895,000 | 224 |
| Number of Managed Accounts | $0 | 386 |
| Number of Non-Managed Accounts | $895,000 | 77 |
| Total fiduciary and related assets | $571,332,000 | 215 |
| Managed Assets ($) | $0 | 386 |
| Non-managed Assets ($) | $571,332,000 | 108 |
| Memoranda | ||
| Gross Fiduciary activities income | $991,000 | 326 |
| 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 | $881,000 | 233 |
| Number of Managed Accounts | $0 | 392 |
| Number of Non-Managed Accounts | $881,000 | 76 |
| Total fiduciary and related assets | $623,594,000 | 199 |
| Managed Assets ($) | $0 | 392 |
| Non-managed Assets ($) | $623,594,000 | 105 |
| Memoranda | ||
| Gross Fiduciary activities income | $679,000 | 322 |
| 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 | $851,000 | 236 |
| Number of Managed Accounts | $0 | 395 |
| Number of Non-Managed Accounts | $851,000 | 75 |
| Total fiduciary and related assets | $626,910,000 | 192 |
| Managed Assets ($) | $0 | 395 |
| Non-managed Assets ($) | $626,910,000 | 101 |
| Memoranda | ||
| Gross Fiduciary activities income | $366,000 | 303 |
| 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 | $924,000 | 247 |
| Number of Managed Accounts | $0 | 1,520 |
| Number of Non-Managed Accounts | $924,000 | 89 |
| Total fiduciary and related assets | $610,250,000 | 202 |
| Managed Assets ($) | $0 | 1,519 |
| Non-managed Assets ($) | $610,250,000 | 108 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,435,000 | 326 |
| 2008-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,013,000 | 209 |
| Number of Managed Accounts | $0 | 419 |
| Number of Non-Managed Accounts | $1,013,000 | 73 |
| Total fiduciary and related assets | $653,870,000 | 202 |
| Managed Assets ($) | $0 | 419 |
| Non-managed Assets ($) | $653,870,000 | 110 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,106,000 | 327 |
| 2008-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,076,000 | 203 |
| Number of Managed Accounts | $0 | 425 |
| Number of Non-Managed Accounts | $1,076,000 | 69 |
| Total fiduciary and related assets | $820,744,000 | 189 |
| Managed Assets ($) | $0 | 425 |
| Non-managed Assets ($) | $820,744,000 | 110 |
| Memoranda | ||
| Gross Fiduciary activities income | $715,000 | 340 |
| 2008-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,062,000 | 207 |
| Number of Managed Accounts | $0 | 434 |
| Number of Non-Managed Accounts | $1,062,000 | 68 |
| Total fiduciary and related assets | $828,061,000 | 194 |
| Managed Assets ($) | $0 | 434 |
| Non-managed Assets ($) | $828,061,000 | 113 |
| Memoranda | ||
| Gross Fiduciary activities income | $400,000 | 315 |
| 2007-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,039,000 | 214 |
| Number of Managed Accounts | $0 | 1,582 |
| Number of Non-Managed Accounts | $1,039,000 | 79 |
| Total fiduciary and related assets | $833,525,000 | 196 |
| Managed Assets ($) | $0 | 1,581 |
| Non-managed Assets ($) | $833,525,000 | 109 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,396,000 | 345 |
| 2007-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,009,000 | 203 |
| Number of Managed Accounts | $0 | 421 |
| Number of Non-Managed Accounts | $1,009,000 | 68 |
| Total fiduciary and related assets | $824,666,000 | 195 |
| Managed Assets ($) | $0 | 421 |
| Non-managed Assets ($) | $824,666,000 | 108 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,038,000 | 341 |
| 2007-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,012,000 | 203 |
| Number of Managed Accounts | $0 | 427 |
| Number of Non-Managed Accounts | $1,012,000 | 67 |
| Total fiduciary and related assets | $947,800,000 | 188 |
| Managed Assets ($) | $0 | 427 |
| Non-managed Assets ($) | $947,800,000 | 105 |
| Memoranda | ||
| Gross Fiduciary activities income | $650,000 | 359 |
| 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 | $973,000 | 204 |
| Number of Managed Accounts | $0 | 427 |
| Number of Non-Managed Accounts | $973,000 | 69 |
| Total fiduciary and related assets | $885,966,000 | 191 |
| Managed Assets ($) | $0 | 427 |
| Non-managed Assets ($) | $885,966,000 | 108 |
| Memoranda | ||
| Gross Fiduciary activities income | $340,000 | 348 |
| 2006-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,005,000 | 218 |
| Number of Managed Accounts | $0 | 1,625 |
| Number of Non-Managed Accounts | $1,005,000 | 80 |
| Total fiduciary and related assets | $852,678,000 | 194 |
| Managed Assets ($) | $0 | 1,624 |
| Non-managed Assets ($) | $852,678,000 | 109 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,268,000 | 344 |
| 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 | $928,000 | 216 |
| Number of Managed Accounts | $0 | 409 |
| Number of Non-Managed Accounts | $928,000 | 75 |
| Total fiduciary and related assets | $778,217,000 | 208 |
| Managed Assets ($) | $0 | 409 |
| Non-managed Assets ($) | $778,217,000 | 115 |
| Memoranda | ||
| Gross Fiduciary activities income | $951,000 | 350 |
| 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 | $880,000 | 235 |
| Number of Managed Accounts | $0 | 413 |
| Number of Non-Managed Accounts | $880,000 | 78 |
| Total fiduciary and related assets | $863,089,000 | 205 |
| Managed Assets ($) | $0 | 413 |
| Non-managed Assets ($) | $863,089,000 | 116 |
| Memoranda | ||
| Gross Fiduciary activities income | $586,000 | 367 |
| 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 | $819,000 | 246 |
| Number of Managed Accounts | $0 | 437 |
| Number of Non-Managed Accounts | $819,000 | 83 |
| Total fiduciary and related assets | $856,212,000 | 207 |
| Managed Assets ($) | $0 | 437 |
| Non-managed Assets ($) | $856,212,000 | 117 |
| Memoranda | ||
| Gross Fiduciary activities income | $325,000 | 348 |
| 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 | $725,000 | 293 |
| Number of Managed Accounts | $0 | 1,678 |
| Number of Non-Managed Accounts | $725,000 | 108 |
| Total fiduciary and related assets | $894,349,000 | 201 |
| Managed Assets ($) | $0 | 1,677 |
| Non-managed Assets ($) | $894,349,000 | 119 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,244,000 | 357 |
| 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 | $701,000 | 263 |
| Number of Managed Accounts | $0 | 422 |
| Number of Non-Managed Accounts | $701,000 | 91 |
| Total fiduciary and related assets | $871,775,000 | 201 |
| Managed Assets ($) | $0 | 423 |
| Non-managed Assets ($) | $871,775,000 | 116 |
| Memoranda | ||
| Gross Fiduciary activities income | $945,000 | 345 |
| 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 | $787,000 | 248 |
| Number of Managed Accounts | $0 | 435 |
| Number of Non-Managed Accounts | $787,000 | 87 |
| Total fiduciary and related assets | $887,658,000 | 192 |
| Managed Assets ($) | $0 | 435 |
| Non-managed Assets ($) | $887,658,000 | 111 |
| Memoranda | ||
| Gross Fiduciary activities income | $610,000 | 352 |
| 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 | $772,000 | 249 |
| Number of Managed Accounts | $0 | 438 |
| Number of Non-Managed Accounts | $772,000 | 91 |
| Total fiduciary and related assets | $794,575,000 | 212 |
| Managed Assets ($) | $0 | 438 |
| Non-managed Assets ($) | $794,575,000 | 119 |
| Memoranda | ||
| Gross Fiduciary activities income | $332,000 | 334 |
| 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 | $767,000 | 274 |
| Number of Managed Accounts | $0 | 1,698 |
| Number of Non-Managed Accounts | $767,000 | 106 |
| Total fiduciary and related assets | $800,733,000 | 204 |
| Managed Assets ($) | $0 | 1,698 |
| Non-managed Assets ($) | $800,733,000 | 123 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,163,000 | 349 |
| 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 | $668,000 | 268 |
| Number of Managed Accounts | $0 | 424 |
| Number of Non-Managed Accounts | $668,000 | 100 |
| Total fiduciary and related assets | $589,600,000 | 233 |
| Managed Assets ($) | $0 | 424 |
| Non-managed Assets ($) | $589,600,000 | 132 |
| Memoranda | ||
| Gross Fiduciary activities income | $907,000 | 346 |
| 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 | $960,000 | 212 |
| Number of Managed Accounts | $0 | 429 |
| Number of Non-Managed Accounts | $960,000 | 91 |
| Total fiduciary and related assets | $791,236,000 | 199 |
| Managed Assets ($) | $0 | 429 |
| Non-managed Assets ($) | $791,236,000 | 126 |
| Memoranda | ||
| Gross Fiduciary activities income | $580,000 | 357 |
| 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 | $912,000 | 219 |
| Number of Managed Accounts | $0 | 438 |
| Number of Non-Managed Accounts | $912,000 | 92 |
| Total fiduciary and related assets | $727,816,000 | 212 |
| Managed Assets ($) | $0 | 438 |
| Non-managed Assets ($) | $727,816,000 | 127 |
| Memoranda | ||
| Gross Fiduciary activities income | $333,000 | 328 |
| 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 | $876,000 | 261 |
| Number of Managed Accounts | $0 | 1,742 |
| Number of Non-Managed Accounts | $876,000 | 106 |
| Total fiduciary and related assets | $704,432,000 | 219 |
| Managed Assets ($) | $0 | 1,742 |
| Non-managed Assets ($) | $704,432,000 | 131 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,004,000 | 382 |
| 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 | $1,071,000 | 206 |
| Number of Managed Accounts | $0 | 442 |
| Number of Non-Managed Accounts | $1,071,000 | 85 |
| Total fiduciary and related assets | $704,273,000 | 226 |
| Managed Assets ($) | $0 | 442 |
| Non-managed Assets ($) | $704,273,000 | 134 |
| Memoranda | ||
| Gross Fiduciary activities income | $827,000 | 372 |
| 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 | $1,026,000 | 217 |
| Number of Managed Accounts | $0 | 446 |
| Number of Non-Managed Accounts | $1,026,000 | 90 |
| Total fiduciary and related assets | $966,347,000 | 188 |
| Managed Assets ($) | $0 | 446 |
| Non-managed Assets ($) | $966,347,000 | 120 |
| Memoranda | ||
| Gross Fiduciary activities income | $506,000 | 393 |
| 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 | $971,000 | 239 |
| Number of Managed Accounts | $0 | 461 |
| Number of Non-Managed Accounts | $971,000 | 96 |
| Total fiduciary and related assets | $813,158,000 | 206 |
| Managed Assets ($) | $0 | 461 |
| Non-managed Assets ($) | $813,158,000 | 128 |
| Memoranda | ||
| Gross Fiduciary activities income | $285,000 | 377 |
| 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 | $948,000 | 265 |
| Number of Managed Accounts | $0 | 1,796 |
| Number of Non-Managed Accounts | $948,000 | 106 |
| Total fiduciary and related assets | $857,000,000 | 203 |
| Managed Assets ($) | $0 | 1,796 |
| Non-managed Assets ($) | $857,000,000 | 127 |
| Memoranda | ||
| Gross Fiduciary activities income | $330,000 | 685 |
| 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 | $1,005,000 | 226 |
| Number of Managed Accounts | $5,000 | 1,548 |
| Number of Non-Managed Accounts | $1,000,000 | 97 |
| Total fiduciary and related assets | $288,559,000 | 331 |
| Managed Assets ($) | $1,132,000 | 1,510 |
| Non-managed Assets ($) | $287,427,000 | 166 |
| Memoranda | ||
| Gross Fiduciary activities income | $30,000 | 1,235 |
| 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 | $23,000 | 1,141 |
| 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 | $1,142,000 | 436 |
| 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 | $959,000 | 473 |
| 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 | $1,052,000 | 453 |
| 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 | $1,027,000 | 499 |
| 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 | $1,118,000 | 509 |
| 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 | $1,219,000 | 475 |
| 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 | $1,203,000 | 502 |
| 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 | $1,296,000 | 483 |