Home > Security National Bank of South Dakota > Fiduciary and Related Services
Security National Bank of South Dakota, 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 | $584,000 | 339 |
| Number of Managed Accounts | $544,000 | 307 |
| Number of Non-Managed Accounts | $40,000 | 422 |
| Total fiduciary and related assets | $748,035,000 | 289 |
| Managed Assets ($) | $692,226,000 | 254 |
| Non-managed Assets ($) | $55,809,000 | 343 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,077,000 | 289 |
| 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 | $547,000 | 295 |
| Number of Managed Accounts | $507,000 | 264 |
| Number of Non-Managed Accounts | $40,000 | 263 |
| Total fiduciary and related assets | $695,688,000 | 274 |
| Managed Assets ($) | $644,553,000 | 248 |
| Non-managed Assets ($) | $51,135,000 | 270 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,058,000 | 288 |
| 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 | $595,000 | 318 |
| Number of Managed Accounts | $554,000 | 286 |
| Number of Non-Managed Accounts | $41,000 | 301 |
| Total fiduciary and related assets | $716,662,000 | 282 |
| Managed Assets ($) | $665,058,000 | 253 |
| Non-managed Assets ($) | $51,604,000 | 309 |
| 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 | $590,000 | 294 |
| Number of Managed Accounts | $550,000 | 267 |
| Number of Non-Managed Accounts | $40,000 | 275 |
| Total fiduciary and related assets | $696,775,000 | 278 |
| Managed Assets ($) | $648,675,000 | 256 |
| Non-managed Assets ($) | $48,100,000 | 278 |
| Memoranda | ||
| Gross Fiduciary activities income | $999,000 | 298 |
| 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 | $589,000 | 342 |
| Number of Managed Accounts | $548,000 | 308 |
| Number of Non-Managed Accounts | $41,000 | 433 |
| Total fiduciary and related assets | $667,999,000 | 299 |
| Managed Assets ($) | $620,910,000 | 268 |
| Non-managed Assets ($) | $47,089,000 | 358 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,875,000 | 303 |
| 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 | $587,000 | 304 |
| Number of Managed Accounts | $546,000 | 274 |
| Number of Non-Managed Accounts | $41,000 | 279 |
| Total fiduciary and related assets | $637,501,000 | 289 |
| Managed Assets ($) | $591,762,000 | 260 |
| Non-managed Assets ($) | $45,739,000 | 290 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,962,000 | 300 |
| 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 | $573,000 | 297 |
| Number of Managed Accounts | $532,000 | 274 |
| Number of Non-Managed Accounts | $41,000 | 288 |
| Total fiduciary and related assets | $664,956,000 | 259 |
| Managed Assets ($) | $616,509,000 | 233 |
| Non-managed Assets ($) | $48,447,000 | 288 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,004,000 | 262 |
| 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 | $570,000 | 270 |
| Number of Managed Accounts | $529,000 | 251 |
| Number of Non-Managed Accounts | $41,000 | 253 |
| Total fiduciary and related assets | $715,943,000 | 251 |
| Managed Assets ($) | $659,548,000 | 229 |
| Non-managed Assets ($) | $56,395,000 | 250 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,013,000 | 265 |
| 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 | $562,000 | 318 |
| Number of Managed Accounts | $521,000 | 286 |
| Number of Non-Managed Accounts | $41,000 | 423 |
| Total fiduciary and related assets | $718,952,000 | 267 |
| Managed Assets ($) | $650,945,000 | 247 |
| Non-managed Assets ($) | $68,007,000 | 305 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,755,000 | 272 |
| 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 | $554,000 | 273 |
| Number of Managed Accounts | $513,000 | 253 |
| Number of Non-Managed Accounts | $41,000 | 251 |
| Total fiduciary and related assets | $685,794,000 | 252 |
| Managed Assets ($) | $621,547,000 | 234 |
| Non-managed Assets ($) | $64,247,000 | 243 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,782,000 | 271 |
| 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 | $545,000 | 298 |
| Number of Managed Accounts | $503,000 | 281 |
| Number of Non-Managed Accounts | $42,000 | 281 |
| Total fiduciary and related assets | $678,479,000 | 264 |
| Managed Assets ($) | $613,663,000 | 244 |
| Non-managed Assets ($) | $64,816,000 | 277 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,851,000 | 270 |
| 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 | $542,000 | 274 |
| Number of Managed Accounts | $500,000 | 257 |
| Number of Non-Managed Accounts | $42,000 | 250 |
| Total fiduciary and related assets | $649,453,000 | 254 |
| Managed Assets ($) | $588,130,000 | 232 |
| Non-managed Assets ($) | $61,323,000 | 243 |
| Memoranda | ||
| Gross Fiduciary activities income | $878,000 | 272 |
| 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 | $531,000 | 319 |
| Number of Managed Accounts | $489,000 | 290 |
| Number of Non-Managed Accounts | $42,000 | 419 |
| Total fiduciary and related assets | $618,560,000 | 272 |
| Managed Assets ($) | $559,466,000 | 248 |
| Non-managed Assets ($) | $59,094,000 | 313 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,164,000 | 274 |
| 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 | $522,000 | 275 |
| Number of Managed Accounts | $482,000 | 258 |
| Number of Non-Managed Accounts | $40,000 | 252 |
| Total fiduciary and related assets | $563,246,000 | 257 |
| Managed Assets ($) | $508,469,000 | 236 |
| Non-managed Assets ($) | $54,777,000 | 248 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,252,000 | 279 |
| 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 | $514,000 | 301 |
| Number of Managed Accounts | $474,000 | 281 |
| Number of Non-Managed Accounts | $40,000 | 281 |
| Total fiduciary and related assets | $540,366,000 | 283 |
| Managed Assets ($) | $488,397,000 | 253 |
| Non-managed Assets ($) | $51,969,000 | 283 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,498,000 | 279 |
| 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 | $521,000 | 276 |
| Number of Managed Accounts | $479,000 | 259 |
| Number of Non-Managed Accounts | $42,000 | 251 |
| Total fiduciary and related assets | $496,571,000 | 261 |
| Managed Assets ($) | $450,482,000 | 235 |
| Non-managed Assets ($) | $46,089,000 | 254 |
| Memoranda | ||
| Gross Fiduciary activities income | $750,000 | 282 |
| 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 | $507,000 | 329 |
| Number of Managed Accounts | $464,000 | 297 |
| Number of Non-Managed Accounts | $43,000 | 433 |
| Total fiduciary and related assets | $566,106,000 | 276 |
| Managed Assets ($) | $513,109,000 | 243 |
| Non-managed Assets ($) | $52,997,000 | 321 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,939,000 | 283 |
| 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 | $507,000 | 279 |
| Number of Managed Accounts | $464,000 | 260 |
| Number of Non-Managed Accounts | $43,000 | 258 |
| Total fiduciary and related assets | $538,042,000 | 264 |
| Managed Assets ($) | $487,031,000 | 240 |
| Non-managed Assets ($) | $51,011,000 | 258 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,134,000 | 288 |
| 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 | $506,000 | 300 |
| Number of Managed Accounts | $465,000 | 279 |
| Number of Non-Managed Accounts | $41,000 | 275 |
| Total fiduciary and related assets | $516,650,000 | 277 |
| Managed Assets ($) | $466,912,000 | 250 |
| Non-managed Assets ($) | $49,738,000 | 281 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,376,000 | 293 |
| 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 | $493,000 | 305 |
| Number of Managed Accounts | $452,000 | 284 |
| Number of Non-Managed Accounts | $41,000 | 281 |
| Total fiduciary and related assets | $484,925,000 | 285 |
| Managed Assets ($) | $436,430,000 | 253 |
| Non-managed Assets ($) | $48,495,000 | 287 |
| Memoranda | ||
| Gross Fiduciary activities income | $670,000 | 297 |
| 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 | $499,000 | 333 |
| Number of Managed Accounts | $458,000 | 300 |
| Number of Non-Managed Accounts | $41,000 | 449 |
| Total fiduciary and related assets | $457,945,000 | 288 |
| Managed Assets ($) | $412,719,000 | 256 |
| Non-managed Assets ($) | $45,226,000 | 343 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,821,000 | 289 |
| 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 | $490,000 | 303 |
| Number of Managed Accounts | $451,000 | 286 |
| Number of Non-Managed Accounts | $39,000 | 284 |
| Total fiduciary and related assets | $499,840,000 | 286 |
| Managed Assets ($) | $450,410,000 | 253 |
| Non-managed Assets ($) | $49,430,000 | 287 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,141,000 | 287 |
| 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 | $494,000 | 306 |
| Number of Managed Accounts | $454,000 | 287 |
| Number of Non-Managed Accounts | $40,000 | 285 |
| Total fiduciary and related assets | $487,844,000 | 286 |
| Managed Assets ($) | $441,444,000 | 255 |
| Non-managed Assets ($) | $46,400,000 | 289 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,430,000 | 290 |
| 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 | $495,000 | 307 |
| Number of Managed Accounts | $456,000 | 289 |
| Number of Non-Managed Accounts | $39,000 | 289 |
| Total fiduciary and related assets | $481,260,000 | 286 |
| Managed Assets ($) | $434,826,000 | 259 |
| Non-managed Assets ($) | $46,434,000 | 289 |
| Memoranda | ||
| Gross Fiduciary activities income | $702,000 | 295 |
| 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 | $501,000 | 338 |
| Number of Managed Accounts | $460,000 | 304 |
| Number of Non-Managed Accounts | $41,000 | 459 |
| Total fiduciary and related assets | $487,358,000 | 288 |
| Managed Assets ($) | $440,339,000 | 259 |
| Non-managed Assets ($) | $47,019,000 | 340 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,692,000 | 291 |
| 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 | $500,000 | 302 |
| Number of Managed Accounts | $461,000 | 281 |
| Number of Non-Managed Accounts | $39,000 | 277 |
| Total fiduciary and related assets | $464,849,000 | 295 |
| Managed Assets ($) | $425,743,000 | 260 |
| Non-managed Assets ($) | $39,106,000 | 297 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,958,000 | 294 |
| 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 | $490,000 | 308 |
| Number of Managed Accounts | $452,000 | 284 |
| Number of Non-Managed Accounts | $38,000 | 280 |
| Total fiduciary and related assets | $457,713,000 | 292 |
| Managed Assets ($) | $420,170,000 | 259 |
| Non-managed Assets ($) | $37,543,000 | 297 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,298,000 | 293 |
| 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 | $475,000 | 311 |
| Number of Managed Accounts | $437,000 | 287 |
| Number of Non-Managed Accounts | $38,000 | 282 |
| Total fiduciary and related assets | $454,171,000 | 292 |
| Managed Assets ($) | $417,072,000 | 262 |
| Non-managed Assets ($) | $37,099,000 | 295 |
| Memoranda | ||
| Gross Fiduciary activities income | $633,000 | 299 |
| 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 | $471,000 | 349 |
| Number of Managed Accounts | $434,000 | 303 |
| Number of Non-Managed Accounts | $37,000 | 494 |
| Total fiduciary and related assets | $446,444,000 | 288 |
| Managed Assets ($) | $405,459,000 | 261 |
| Non-managed Assets ($) | $40,985,000 | 354 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,402,000 | 301 |
| 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 | $472,000 | 310 |
| Number of Managed Accounts | $437,000 | 283 |
| Number of Non-Managed Accounts | $35,000 | 299 |
| Total fiduciary and related assets | $391,469,000 | 307 |
| Managed Assets ($) | $367,512,000 | 268 |
| Non-managed Assets ($) | $23,957,000 | 319 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,801,000 | 303 |
| 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 | $474,000 | 313 |
| Number of Managed Accounts | $439,000 | 284 |
| Number of Non-Managed Accounts | $35,000 | 298 |
| Total fiduciary and related assets | $403,434,000 | 305 |
| Managed Assets ($) | $378,880,000 | 268 |
| Non-managed Assets ($) | $24,554,000 | 320 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,141,000 | 308 |
| 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 | $472,000 | 317 |
| Number of Managed Accounts | $437,000 | 285 |
| Number of Non-Managed Accounts | $35,000 | 296 |
| Total fiduciary and related assets | $391,469,000 | 303 |
| Managed Assets ($) | $367,512,000 | 266 |
| Non-managed Assets ($) | $23,957,000 | 320 |
| Memoranda | ||
| Gross Fiduciary activities income | $603,000 | 298 |
| 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 | $484,000 | 353 |
| Number of Managed Accounts | $449,000 | 293 |
| Number of Non-Managed Accounts | $35,000 | 514 |
| Total fiduciary and related assets | $395,867,000 | 303 |
| Managed Assets ($) | $367,143,000 | 266 |
| Non-managed Assets ($) | $28,724,000 | 400 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,587,000 | 289 |
| 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 | $485,000 | 312 |
| Number of Managed Accounts | $450,000 | 277 |
| Number of Non-Managed Accounts | $35,000 | 291 |
| Total fiduciary and related assets | $398,560,000 | 301 |
| Managed Assets ($) | $368,960,000 | 262 |
| Non-managed Assets ($) | $29,600,000 | 310 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,983,000 | 291 |
| 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 | $476,000 | 317 |
| Number of Managed Accounts | $440,000 | 285 |
| Number of Non-Managed Accounts | $36,000 | 291 |
| Total fiduciary and related assets | $401,484,000 | 307 |
| Managed Assets ($) | $376,392,000 | 267 |
| Non-managed Assets ($) | $25,092,000 | 324 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,307,000 | 293 |
| 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 | $485,000 | 314 |
| Number of Managed Accounts | $451,000 | 280 |
| Number of Non-Managed Accounts | $34,000 | 300 |
| Total fiduciary and related assets | $411,475,000 | 305 |
| Managed Assets ($) | $384,354,000 | 268 |
| Non-managed Assets ($) | $27,121,000 | 321 |
| Memoranda | ||
| Gross Fiduciary activities income | $710,000 | 285 |
| 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 | $491,000 | 353 |
| Number of Managed Accounts | $461,000 | 295 |
| Number of Non-Managed Accounts | $30,000 | 575 |
| Total fiduciary and related assets | $405,581,000 | 305 |
| Managed Assets ($) | $378,974,000 | 271 |
| Non-managed Assets ($) | $26,607,000 | 434 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,480,000 | 300 |
| 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 | $479,000 | 317 |
| Number of Managed Accounts | $460,000 | 277 |
| Number of Non-Managed Accounts | $19,000 | 341 |
| Total fiduciary and related assets | $398,835,000 | 305 |
| Managed Assets ($) | $391,018,000 | 261 |
| Non-managed Assets ($) | $7,817,000 | 357 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,878,000 | 302 |
| 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 | $482,000 | 318 |
| Number of Managed Accounts | $462,000 | 277 |
| Number of Non-Managed Accounts | $20,000 | 331 |
| Total fiduciary and related assets | $396,653,000 | 307 |
| Managed Assets ($) | $388,885,000 | 263 |
| Non-managed Assets ($) | $7,768,000 | 356 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,218,000 | 304 |
| 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 | $478,000 | 321 |
| Number of Managed Accounts | $458,000 | 283 |
| Number of Non-Managed Accounts | $20,000 | 337 |
| Total fiduciary and related assets | $391,265,000 | 305 |
| Managed Assets ($) | $383,703,000 | 260 |
| Non-managed Assets ($) | $7,562,000 | 358 |
| Memoranda | ||
| Gross Fiduciary activities income | $601,000 | 307 |
| 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 | $447,000 | 379 |
| Number of Managed Accounts | $423,000 | 307 |
| Number of Non-Managed Accounts | $24,000 | 642 |
| Total fiduciary and related assets | $435,164,000 | 288 |
| Managed Assets ($) | $386,768,000 | 258 |
| Non-managed Assets ($) | $48,396,000 | 335 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,268,000 | 302 |
| 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 | $431,000 | 323 |
| Number of Managed Accounts | $407,000 | 282 |
| Number of Non-Managed Accounts | $24,000 | 313 |
| Total fiduciary and related assets | $422,721,000 | 284 |
| Managed Assets ($) | $373,921,000 | 258 |
| Non-managed Assets ($) | $48,800,000 | 275 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,710,000 | 300 |
| 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 | $441,000 | 321 |
| Number of Managed Accounts | $417,000 | 281 |
| Number of Non-Managed Accounts | $24,000 | 313 |
| Total fiduciary and related assets | $420,112,000 | 281 |
| Managed Assets ($) | $371,833,000 | 247 |
| Non-managed Assets ($) | $48,279,000 | 277 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,087,000 | 312 |
| 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 | $428,000 | 323 |
| Number of Managed Accounts | $404,000 | 283 |
| Number of Non-Managed Accounts | $24,000 | 314 |
| Total fiduciary and related assets | $403,185,000 | 288 |
| Managed Assets ($) | $355,223,000 | 253 |
| Non-managed Assets ($) | $47,962,000 | 285 |
| Memoranda | ||
| Gross Fiduciary activities income | $543,000 | 307 |
| 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 | $406,000 | 406 |
| Number of Managed Accounts | $382,000 | 331 |
| Number of Non-Managed Accounts | $24,000 | 665 |
| Total fiduciary and related assets | $384,494,000 | 293 |
| Managed Assets ($) | $337,075,000 | 256 |
| Non-managed Assets ($) | $47,419,000 | 348 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,994,000 | 308 |
| 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 | $390,000 | 325 |
| Number of Managed Accounts | $366,000 | 295 |
| Number of Non-Managed Accounts | $24,000 | 303 |
| Total fiduciary and related assets | $378,045,000 | 292 |
| Managed Assets ($) | $331,520,000 | 257 |
| Non-managed Assets ($) | $46,525,000 | 275 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,498,000 | 305 |
| 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 | $392,000 | 322 |
| Number of Managed Accounts | $368,000 | 290 |
| Number of Non-Managed Accounts | $24,000 | 302 |
| Total fiduciary and related assets | $358,791,000 | 293 |
| Managed Assets ($) | $312,618,000 | 257 |
| Non-managed Assets ($) | $46,173,000 | 270 |
| Memoranda | ||
| Gross Fiduciary activities income | $975,000 | 312 |
| 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 | $394,000 | 322 |
| Number of Managed Accounts | $366,000 | 292 |
| Number of Non-Managed Accounts | $28,000 | 297 |
| Total fiduciary and related assets | $365,525,000 | 287 |
| Managed Assets ($) | $320,004,000 | 256 |
| Non-managed Assets ($) | $45,521,000 | 271 |
| Memoranda | ||
| Gross Fiduciary activities income | $477,000 | 317 |
| 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 | $388,000 | 420 |
| Number of Managed Accounts | $360,000 | 347 |
| Number of Non-Managed Accounts | $28,000 | 629 |
| Total fiduciary and related assets | $354,912,000 | 290 |
| Managed Assets ($) | $309,851,000 | 255 |
| Non-managed Assets ($) | $45,061,000 | 334 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,952,000 | 270 |
| 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 | $384,000 | 327 |
| Number of Managed Accounts | $357,000 | 293 |
| Number of Non-Managed Accounts | $27,000 | 309 |
| Total fiduciary and related assets | $333,674,000 | 286 |
| Managed Assets ($) | $298,498,000 | 255 |
| Non-managed Assets ($) | $35,176,000 | 281 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,477,000 | 267 |
| 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 | $379,000 | 331 |
| Number of Managed Accounts | $354,000 | 293 |
| Number of Non-Managed Accounts | $25,000 | 317 |
| Total fiduciary and related assets | $345,067,000 | 287 |
| Managed Assets ($) | $310,811,000 | 260 |
| Non-managed Assets ($) | $34,256,000 | 287 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,005,000 | 266 |
| 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 | $372,000 | 338 |
| Number of Managed Accounts | $346,000 | 302 |
| Number of Non-Managed Accounts | $26,000 | 312 |
| Total fiduciary and related assets | $345,300,000 | 288 |
| Managed Assets ($) | $310,745,000 | 259 |
| Non-managed Assets ($) | $34,555,000 | 289 |
| Memoranda | ||
| Gross Fiduciary activities income | $470,000 | 280 |
| 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 | $357,000 | 455 |
| Number of Managed Accounts | $338,000 | 371 |
| Number of Non-Managed Accounts | $19,000 | 751 |
| Total fiduciary and related assets | $337,948,000 | 293 |
| Managed Assets ($) | $302,387,000 | 264 |
| Non-managed Assets ($) | $35,561,000 | 381 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,752,000 | 287 |
| 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 | $358,000 | 328 |
| Number of Managed Accounts | $343,000 | 291 |
| Number of Non-Managed Accounts | $15,000 | 334 |
| Total fiduciary and related assets | $328,471,000 | 288 |
| Managed Assets ($) | $293,309,000 | 256 |
| Non-managed Assets ($) | $35,162,000 | 286 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,303,000 | 283 |
| 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 | $335,000 | 333 |
| Number of Managed Accounts | $321,000 | 295 |
| Number of Non-Managed Accounts | $14,000 | 340 |
| Total fiduciary and related assets | $315,546,000 | 287 |
| Managed Assets ($) | $281,224,000 | 254 |
| Non-managed Assets ($) | $34,322,000 | 280 |
| Memoranda | ||
| Gross Fiduciary activities income | $870,000 | 283 |
| 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 | $350,000 | 334 |
| Number of Managed Accounts | $334,000 | 295 |
| Number of Non-Managed Accounts | $16,000 | 336 |
| Total fiduciary and related assets | $316,854,000 | 293 |
| Managed Assets ($) | $281,145,000 | 265 |
| Non-managed Assets ($) | $35,709,000 | 284 |
| Memoranda | ||
| Gross Fiduciary activities income | $418,000 | 290 |
| 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 | $336,000 | 481 |
| Number of Managed Accounts | $319,000 | 382 |
| Number of Non-Managed Accounts | $17,000 | 799 |
| Total fiduciary and related assets | $311,302,000 | 302 |
| Managed Assets ($) | $275,881,000 | 265 |
| Non-managed Assets ($) | $35,421,000 | 379 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,555,000 | 297 |
| 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 | $325,000 | 331 |
| Number of Managed Accounts | $312,000 | 291 |
| Number of Non-Managed Accounts | $13,000 | 338 |
| Total fiduciary and related assets | $294,714,000 | 306 |
| Managed Assets ($) | $284,673,000 | 257 |
| Non-managed Assets ($) | $10,041,000 | 329 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,162,000 | 294 |
| 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 | $324,000 | 339 |
| Number of Managed Accounts | $312,000 | 298 |
| Number of Non-Managed Accounts | $12,000 | 352 |
| Total fiduciary and related assets | $283,047,000 | 304 |
| Managed Assets ($) | $273,909,000 | 254 |
| Non-managed Assets ($) | $9,138,000 | 336 |
| Memoranda | ||
| Gross Fiduciary activities income | $776,000 | 293 |
| 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 | $333,000 | 334 |
| Number of Managed Accounts | $320,000 | 294 |
| Number of Non-Managed Accounts | $13,000 | 342 |
| Total fiduciary and related assets | $267,973,000 | 305 |
| Managed Assets ($) | $258,693,000 | 254 |
| Non-managed Assets ($) | $9,280,000 | 329 |
| Memoranda | ||
| Gross Fiduciary activities income | $386,000 | 291 |
| 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 | $336,000 | 486 |
| Number of Managed Accounts | $322,000 | 379 |
| Number of Non-Managed Accounts | $14,000 | 844 |
| Total fiduciary and related assets | $281,796,000 | 304 |
| Managed Assets ($) | $264,366,000 | 262 |
| Non-managed Assets ($) | $17,430,000 | 504 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,423,000 | 328 |
| 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 | $298,000 | 364 |
| Number of Managed Accounts | $284,000 | 320 |
| Number of Non-Managed Accounts | $14,000 | 358 |
| Total fiduciary and related assets | $272,377,000 | 322 |
| Managed Assets ($) | $253,283,000 | 276 |
| Non-managed Assets ($) | $19,094,000 | 325 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,069,000 | 335 |
| 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 | $289,000 | 370 |
| Number of Managed Accounts | $274,000 | 328 |
| Number of Non-Managed Accounts | $15,000 | 356 |
| Total fiduciary and related assets | $280,139,000 | 333 |
| Managed Assets ($) | $257,509,000 | 285 |
| Non-managed Assets ($) | $22,630,000 | 321 |
| Memoranda | ||
| Gross Fiduciary activities income | $686,000 | 351 |
| 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 | $285,000 | 375 |
| Number of Managed Accounts | $269,000 | 330 |
| Number of Non-Managed Accounts | $16,000 | 360 |
| Total fiduciary and related assets | $277,325,000 | 339 |
| Managed Assets ($) | $253,466,000 | 298 |
| Non-managed Assets ($) | $23,859,000 | 325 |
| Memoranda | ||
| Gross Fiduciary activities income | $351,000 | 344 |
| 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 | $273,000 | 550 |
| Number of Managed Accounts | $260,000 | 441 |
| Number of Non-Managed Accounts | $13,000 | 869 |
| Total fiduciary and related assets | $293,167,000 | 334 |
| Managed Assets ($) | $285,405,000 | 278 |
| Non-managed Assets ($) | $7,762,000 | 691 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,372,000 | 350 |
| 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 | $271,000 | 359 |
| Number of Managed Accounts | $257,000 | 321 |
| Number of Non-Managed Accounts | $14,000 | 352 |
| Total fiduciary and related assets | $282,665,000 | 338 |
| Managed Assets ($) | $272,832,000 | 286 |
| Non-managed Assets ($) | $9,833,000 | 350 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,043,000 | 339 |
| 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 | $266,000 | 367 |
| Number of Managed Accounts | $251,000 | 328 |
| Number of Non-Managed Accounts | $15,000 | 359 |
| Total fiduciary and related assets | $276,541,000 | 352 |
| Managed Assets ($) | $266,944,000 | 295 |
| Non-managed Assets ($) | $9,597,000 | 360 |
| Memoranda | ||
| Gross Fiduciary activities income | $656,000 | 358 |
| 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 | $274,000 | 366 |
| Number of Managed Accounts | $260,000 | 329 |
| Number of Non-Managed Accounts | $14,000 | 362 |
| Total fiduciary and related assets | $272,894,000 | 350 |
| Managed Assets ($) | $262,808,000 | 293 |
| Non-managed Assets ($) | $10,086,000 | 358 |
| Memoranda | ||
| Gross Fiduciary activities income | $324,000 | 359 |
| 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 | $274,000 | 548 |
| Number of Managed Accounts | $257,000 | 437 |
| Number of Non-Managed Accounts | $17,000 | 838 |
| Total fiduciary and related assets | $310,713,000 | 330 |
| Managed Assets ($) | $262,759,000 | 292 |
| Non-managed Assets ($) | $47,954,000 | 358 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,175,000 | 358 |
| 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 | $279,000 | 358 |
| Number of Managed Accounts | $261,000 | 318 |
| Number of Non-Managed Accounts | $18,000 | 342 |
| Total fiduciary and related assets | $269,926,000 | 347 |
| Managed Assets ($) | $231,388,000 | 303 |
| Non-managed Assets ($) | $38,538,000 | 296 |
| Memoranda | ||
| Gross Fiduciary activities income | $860,000 | 364 |
| 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 | $265,000 | 367 |
| Number of Managed Accounts | $249,000 | 330 |
| Number of Non-Managed Accounts | $16,000 | 354 |
| Total fiduciary and related assets | $255,665,000 | 358 |
| Managed Assets ($) | $218,536,000 | 311 |
| Non-managed Assets ($) | $37,129,000 | 303 |
| Memoranda | ||
| Gross Fiduciary activities income | $565,000 | 371 |
| 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 | $255,000 | 374 |
| Number of Managed Accounts | $241,000 | 341 |
| Number of Non-Managed Accounts | $14,000 | 367 |
| Total fiduciary and related assets | $247,411,000 | 363 |
| Managed Assets ($) | $211,749,000 | 317 |
| Non-managed Assets ($) | $35,662,000 | 308 |
| Memoranda | ||
| Gross Fiduciary activities income | $277,000 | 373 |
| 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 | $253,000 | 589 |
| Number of Managed Accounts | $238,000 | 482 |
| Number of Non-Managed Accounts | $15,000 | 900 |
| Total fiduciary and related assets | $239,699,000 | 373 |
| Managed Assets ($) | $205,218,000 | 340 |
| Non-managed Assets ($) | $34,481,000 | 406 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,156,000 | 369 |
| 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 | $255,000 | 364 |
| Number of Managed Accounts | $239,000 | 329 |
| Number of Non-Managed Accounts | $16,000 | 355 |
| Total fiduciary and related assets | $244,027,000 | 350 |
| Managed Assets ($) | $207,038,000 | 308 |
| Non-managed Assets ($) | $36,989,000 | 297 |
| Memoranda | ||
| Gross Fiduciary activities income | $862,000 | 363 |
| 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 | $242,000 | 378 |
| Number of Managed Accounts | $227,000 | 341 |
| Number of Non-Managed Accounts | $15,000 | 374 |
| Total fiduciary and related assets | $221,967,000 | 369 |
| Managed Assets ($) | $203,438,000 | 314 |
| Non-managed Assets ($) | $18,529,000 | 340 |
| Memoranda | ||
| Gross Fiduciary activities income | $575,000 | 365 |
| 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 | $239,000 | 384 |
| Number of Managed Accounts | $227,000 | 343 |
| Number of Non-Managed Accounts | $12,000 | 385 |
| Total fiduciary and related assets | $218,761,000 | 369 |
| Managed Assets ($) | $209,548,000 | 312 |
| Non-managed Assets ($) | $9,213,000 | 375 |
| Memoranda | ||
| Gross Fiduciary activities income | $286,000 | 363 |
| 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 | $234,000 | 624 |
| Number of Managed Accounts | $222,000 | 490 |
| Number of Non-Managed Accounts | $12,000 | 950 |
| Total fiduciary and related assets | $220,538,000 | 391 |
| Managed Assets ($) | $211,296,000 | 324 |
| Non-managed Assets ($) | $9,242,000 | 665 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,102,000 | 355 |
| 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 | $232,000 | 372 |
| Number of Managed Accounts | $222,000 | 334 |
| Number of Non-Managed Accounts | $10,000 | 380 |
| Total fiduciary and related assets | $207,569,000 | 364 |
| Managed Assets ($) | $202,239,000 | 310 |
| Non-managed Assets ($) | $5,330,000 | 381 |
| Memoranda | ||
| Gross Fiduciary activities income | $816,000 | 364 |
| 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 | $222,000 | 381 |
| Number of Managed Accounts | $212,000 | 340 |
| Number of Non-Managed Accounts | $10,000 | 386 |
| Total fiduciary and related assets | $202,517,000 | 374 |
| Managed Assets ($) | $197,231,000 | 316 |
| Non-managed Assets ($) | $5,286,000 | 387 |
| Memoranda | ||
| Gross Fiduciary activities income | $538,000 | 369 |
| 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 | $218,000 | 387 |
| Number of Managed Accounts | $207,000 | 344 |
| Number of Non-Managed Accounts | $11,000 | 388 |
| Total fiduciary and related assets | $198,699,000 | 383 |
| Managed Assets ($) | $192,589,000 | 321 |
| Non-managed Assets ($) | $6,110,000 | 390 |
| Memoranda | ||
| Gross Fiduciary activities income | $259,000 | 375 |
| 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 | $215,000 | 674 |
| Number of Managed Accounts | $205,000 | 527 |
| Number of Non-Managed Accounts | $10,000 | 1,006 |
| Total fiduciary and related assets | $193,633,000 | 416 |
| Managed Assets ($) | $187,670,000 | 344 |
| Non-managed Assets ($) | $5,963,000 | 763 |
| Memoranda | ||
| Gross Fiduciary activities income | $984,000 | 391 |
| 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 | $213,000 | 400 |
| Number of Managed Accounts | $203,000 | 354 |
| Number of Non-Managed Accounts | $10,000 | 397 |
| Total fiduciary and related assets | $185,985,000 | 382 |
| Managed Assets ($) | $181,142,000 | 323 |
| Non-managed Assets ($) | $4,843,000 | 400 |
| Memoranda | ||
| Gross Fiduciary activities income | $738,000 | 396 |
| 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 | $209,000 | 404 |
| Number of Managed Accounts | $198,000 | 359 |
| Number of Non-Managed Accounts | $11,000 | 400 |
| Total fiduciary and related assets | $184,468,000 | 383 |
| Managed Assets ($) | $178,966,000 | 326 |
| Non-managed Assets ($) | $5,502,000 | 406 |
| Memoranda | ||
| Gross Fiduciary activities income | $488,000 | 400 |
| 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 | $208,000 | 418 |
| Number of Managed Accounts | $197,000 | 369 |
| Number of Non-Managed Accounts | $11,000 | 412 |
| Total fiduciary and related assets | $190,382,000 | 391 |
| Managed Assets ($) | $185,042,000 | 331 |
| Non-managed Assets ($) | $5,340,000 | 411 |
| Memoranda | ||
| Gross Fiduciary activities income | $256,000 | 395 |
| 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 | $203,000 | 704 |
| Number of Managed Accounts | $192,000 | 570 |
| Number of Non-Managed Accounts | $11,000 | 999 |
| Total fiduciary and related assets | $184,912,000 | 431 |
| Managed Assets ($) | $179,578,000 | 358 |
| Non-managed Assets ($) | $5,334,000 | 794 |
| Memoranda | ||
| Gross Fiduciary activities income | $915,000 | 421 |
| 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 | $180,000 | 716 |
| Number of Managed Accounts | $169,000 | 581 |
| Number of Non-Managed Accounts | $11,000 | 954 |
| Total fiduciary and related assets | $150,757,000 | 442 |
| Managed Assets ($) | $144,673,000 | 385 |
| Non-managed Assets ($) | $6,084,000 | 728 |
| Memoranda | ||
| Gross Fiduciary activities income | $890,000 | 443 |
| 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 |