Home > The Adirondack Trust Company > Fiduciary and Related Services
The Adirondack Trust Company, Fiduciary and Related Services
| 2023-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 4 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,273,000 | 203 |
| Number of Managed Accounts | $1,266,000 | 161 |
| Number of Non-Managed Accounts | $7,000 | 645 |
| Total fiduciary and related assets | $651,167,000 | 308 |
| Managed Assets ($) | $627,887,000 | 270 |
| Non-managed Assets ($) | $23,280,000 | 437 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,714,000 | 302 |
| 2023-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 5 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,324,000 | 190 |
| Number of Managed Accounts | $1,317,000 | 156 |
| Number of Non-Managed Accounts | $7,000 | 337 |
| Total fiduciary and related assets | $621,035,000 | 288 |
| Managed Assets ($) | $598,711,000 | 259 |
| Non-managed Assets ($) | $22,324,000 | 302 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,653,000 | 309 |
| 2023-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 3 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,312,000 | 192 |
| Number of Managed Accounts | $1,305,000 | 154 |
| Number of Non-Managed Accounts | $7,000 | 395 |
| Total fiduciary and related assets | $642,230,000 | 298 |
| Managed Assets ($) | $618,963,000 | 265 |
| Non-managed Assets ($) | $23,267,000 | 355 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,726,000 | 305 |
| 2023-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,299,000 | 199 |
| Number of Managed Accounts | $1,292,000 | 161 |
| Number of Non-Managed Accounts | $7,000 | 346 |
| Total fiduciary and related assets | $613,566,000 | 292 |
| Managed Assets ($) | $591,164,000 | 266 |
| Non-managed Assets ($) | $22,402,000 | 309 |
| Memoranda | ||
| Gross Fiduciary activities income | $829,000 | 326 |
| 2022-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,286,000 | 206 |
| Number of Managed Accounts | $1,279,000 | 163 |
| Number of Non-Managed Accounts | $7,000 | 680 |
| Total fiduciary and related assets | $594,735,000 | 314 |
| Managed Assets ($) | $572,458,000 | 278 |
| Non-managed Assets ($) | $22,277,000 | 453 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,557,000 | 314 |
| 2022-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,278,000 | 203 |
| Number of Managed Accounts | $1,271,000 | 164 |
| Number of Non-Managed Accounts | $7,000 | 352 |
| Total fiduciary and related assets | $558,582,000 | 302 |
| Managed Assets ($) | $535,703,000 | 274 |
| Non-managed Assets ($) | $22,879,000 | 320 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,594,000 | 318 |
| 2022-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,285,000 | 185 |
| Number of Managed Accounts | $1,278,000 | 149 |
| Number of Non-Managed Accounts | $7,000 | 376 |
| Total fiduciary and related assets | $577,984,000 | 279 |
| Managed Assets ($) | $554,099,000 | 246 |
| Non-managed Assets ($) | $23,885,000 | 332 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,761,000 | 282 |
| 2022-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,252,000 | 186 |
| Number of Managed Accounts | $1,244,000 | 151 |
| Number of Non-Managed Accounts | $8,000 | 314 |
| Total fiduciary and related assets | $641,165,000 | 261 |
| Managed Assets ($) | $614,277,000 | 237 |
| Non-managed Assets ($) | $26,888,000 | 279 |
| Memoranda | ||
| Gross Fiduciary activities income | $974,000 | 272 |
| 2021-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,229,000 | 193 |
| Number of Managed Accounts | $1,221,000 | 156 |
| Number of Non-Managed Accounts | $8,000 | 648 |
| Total fiduciary and related assets | $658,789,000 | 282 |
| Managed Assets ($) | $630,768,000 | 248 |
| Non-managed Assets ($) | $28,021,000 | 404 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,836,000 | 269 |
| 2021-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,210,000 | 191 |
| Number of Managed Accounts | $1,202,000 | 157 |
| Number of Non-Managed Accounts | $8,000 | 307 |
| Total fiduciary and related assets | $624,470,000 | 262 |
| Managed Assets ($) | $596,260,000 | 238 |
| Non-managed Assets ($) | $28,210,000 | 272 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,687,000 | 278 |
| 2021-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,183,000 | 195 |
| Number of Managed Accounts | $1,175,000 | 164 |
| Number of Non-Managed Accounts | $8,000 | 363 |
| Total fiduciary and related assets | $626,571,000 | 279 |
| Managed Assets ($) | $597,129,000 | 247 |
| Non-managed Assets ($) | $29,442,000 | 315 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,742,000 | 278 |
| 2021-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,162,000 | 194 |
| Number of Managed Accounts | $1,155,000 | 161 |
| Number of Non-Managed Accounts | $7,000 | 309 |
| Total fiduciary and related assets | $596,387,000 | 261 |
| Managed Assets ($) | $567,382,000 | 240 |
| Non-managed Assets ($) | $29,005,000 | 268 |
| Memoranda | ||
| Gross Fiduciary activities income | $827,000 | 283 |
| 2020-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,150,000 | 202 |
| Number of Managed Accounts | $1,144,000 | 165 |
| Number of Non-Managed Accounts | $6,000 | 691 |
| Total fiduciary and related assets | $545,888,000 | 292 |
| Managed Assets ($) | $529,559,000 | 257 |
| Non-managed Assets ($) | $16,329,000 | 463 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,038,000 | 285 |
| 2020-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,138,000 | 196 |
| Number of Managed Accounts | $1,132,000 | 161 |
| Number of Non-Managed Accounts | $6,000 | 315 |
| Total fiduciary and related assets | $507,796,000 | 268 |
| Managed Assets ($) | $493,063,000 | 242 |
| Non-managed Assets ($) | $14,733,000 | 289 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,063,000 | 297 |
| 2020-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,128,000 | 205 |
| Number of Managed Accounts | $1,122,000 | 166 |
| Number of Non-Managed Accounts | $6,000 | 365 |
| Total fiduciary and related assets | $480,203,000 | 292 |
| Managed Assets ($) | $465,423,000 | 260 |
| Non-managed Assets ($) | $14,780,000 | 337 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,278,000 | 305 |
| 2020-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,120,000 | 199 |
| Number of Managed Accounts | $1,113,000 | 165 |
| Number of Non-Managed Accounts | $7,000 | 315 |
| Total fiduciary and related assets | $432,415,000 | 274 |
| Managed Assets ($) | $418,662,000 | 245 |
| Non-managed Assets ($) | $13,753,000 | 291 |
| Memoranda | ||
| Gross Fiduciary activities income | $632,000 | 310 |
| 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 | $1,109,000 | 212 |
| Number of Managed Accounts | $1,102,000 | 170 |
| Number of Non-Managed Accounts | $7,000 | 703 |
| Total fiduciary and related assets | $489,068,000 | 291 |
| Managed Assets ($) | $472,549,000 | 260 |
| Non-managed Assets ($) | $16,519,000 | 463 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,958,000 | 281 |
| 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 | $1,092,000 | 201 |
| Number of Managed Accounts | $1,085,000 | 166 |
| Number of Non-Managed Accounts | $7,000 | 315 |
| Total fiduciary and related assets | $456,461,000 | 280 |
| Managed Assets ($) | $441,031,000 | 253 |
| Non-managed Assets ($) | $15,430,000 | 291 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,054,000 | 292 |
| 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 | $1,074,000 | 208 |
| Number of Managed Accounts | $1,068,000 | 171 |
| Number of Non-Managed Accounts | $6,000 | 352 |
| Total fiduciary and related assets | $447,966,000 | 294 |
| Managed Assets ($) | $433,108,000 | 264 |
| Non-managed Assets ($) | $14,858,000 | 323 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,353,000 | 296 |
| 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 | $1,055,000 | 211 |
| Number of Managed Accounts | $1,050,000 | 175 |
| Number of Non-Managed Accounts | $5,000 | 361 |
| Total fiduciary and related assets | $430,143,000 | 301 |
| Managed Assets ($) | $416,208,000 | 262 |
| Non-managed Assets ($) | $13,935,000 | 335 |
| Memoranda | ||
| Gross Fiduciary activities income | $619,000 | 312 |
| 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 | $1,031,000 | 223 |
| Number of Managed Accounts | $1,027,000 | 179 |
| Number of Non-Managed Accounts | $4,000 | 774 |
| Total fiduciary and related assets | $390,065,000 | 310 |
| Managed Assets ($) | $382,444,000 | 270 |
| Non-managed Assets ($) | $7,621,000 | 583 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,751,000 | 292 |
| 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 | $1,045,000 | 210 |
| Number of Managed Accounts | $1,041,000 | 173 |
| Number of Non-Managed Accounts | $4,000 | 365 |
| Total fiduciary and related assets | $421,949,000 | 308 |
| Managed Assets ($) | $414,141,000 | 263 |
| Non-managed Assets ($) | $7,808,000 | 354 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,968,000 | 301 |
| 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 | $1,031,000 | 213 |
| Number of Managed Accounts | $1,027,000 | 175 |
| Number of Non-Managed Accounts | $4,000 | 367 |
| Total fiduciary and related assets | $410,418,000 | 311 |
| Managed Assets ($) | $402,814,000 | 267 |
| Non-managed Assets ($) | $7,604,000 | 356 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,272,000 | 306 |
| 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 | $1,008,000 | 223 |
| Number of Managed Accounts | $1,004,000 | 178 |
| Number of Non-Managed Accounts | $4,000 | 369 |
| Total fiduciary and related assets | $399,371,000 | 318 |
| Managed Assets ($) | $392,046,000 | 271 |
| Non-managed Assets ($) | $7,325,000 | 362 |
| Memoranda | ||
| Gross Fiduciary activities income | $634,000 | 309 |
| 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 | $980,000 | 232 |
| Number of Managed Accounts | $976,000 | 184 |
| Number of Non-Managed Accounts | $4,000 | 801 |
| Total fiduciary and related assets | $399,679,000 | 321 |
| Managed Assets ($) | $392,446,000 | 274 |
| Non-managed Assets ($) | $7,233,000 | 611 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,505,000 | 303 |
| 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 | $972,000 | 223 |
| Number of Managed Accounts | $968,000 | 182 |
| Number of Non-Managed Accounts | $4,000 | 361 |
| Total fiduciary and related assets | $380,280,000 | 325 |
| Managed Assets ($) | $373,449,000 | 277 |
| Non-managed Assets ($) | $6,831,000 | 356 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,707,000 | 315 |
| 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 | $960,000 | 221 |
| Number of Managed Accounts | $956,000 | 181 |
| Number of Non-Managed Accounts | $4,000 | 365 |
| Total fiduciary and related assets | $370,048,000 | 324 |
| Managed Assets ($) | $363,421,000 | 277 |
| Non-managed Assets ($) | $6,627,000 | 359 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,134,000 | 318 |
| 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 | $945,000 | 223 |
| Number of Managed Accounts | $940,000 | 183 |
| Number of Non-Managed Accounts | $5,000 | 364 |
| Total fiduciary and related assets | $364,906,000 | 326 |
| Managed Assets ($) | $357,269,000 | 282 |
| Non-managed Assets ($) | $7,637,000 | 358 |
| Memoranda | ||
| Gross Fiduciary activities income | $554,000 | 322 |
| 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 | $937,000 | 226 |
| Number of Managed Accounts | $932,000 | 182 |
| Number of Non-Managed Accounts | $5,000 | 810 |
| Total fiduciary and related assets | $356,084,000 | 328 |
| Managed Assets ($) | $348,900,000 | 283 |
| Non-managed Assets ($) | $7,184,000 | 621 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,467,000 | 296 |
| 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 | $928,000 | 220 |
| Number of Managed Accounts | $923,000 | 180 |
| Number of Non-Managed Accounts | $5,000 | 372 |
| Total fiduciary and related assets | $366,714,000 | 318 |
| Managed Assets ($) | $359,549,000 | 271 |
| Non-managed Assets ($) | $7,165,000 | 360 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,720,000 | 309 |
| 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 | $917,000 | 223 |
| Number of Managed Accounts | $912,000 | 182 |
| Number of Non-Managed Accounts | $5,000 | 376 |
| Total fiduciary and related assets | $351,166,000 | 329 |
| Managed Assets ($) | $344,509,000 | 281 |
| Non-managed Assets ($) | $6,657,000 | 365 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,151,000 | 306 |
| 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 | $910,000 | 223 |
| Number of Managed Accounts | $904,000 | 184 |
| Number of Non-Managed Accounts | $6,000 | 372 |
| Total fiduciary and related assets | $345,306,000 | 328 |
| Managed Assets ($) | $337,322,000 | 285 |
| Non-managed Assets ($) | $7,984,000 | 358 |
| Memoranda | ||
| Gross Fiduciary activities income | $580,000 | 301 |
| 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 | $908,000 | 235 |
| Number of Managed Accounts | $902,000 | 187 |
| Number of Non-Managed Accounts | $6,000 | 835 |
| Total fiduciary and related assets | $341,734,000 | 329 |
| Managed Assets ($) | $333,932,000 | 281 |
| Non-managed Assets ($) | $7,802,000 | 617 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,343,000 | 305 |
| 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 | $901,000 | 228 |
| Number of Managed Accounts | $895,000 | 186 |
| Number of Non-Managed Accounts | $6,000 | 369 |
| Total fiduciary and related assets | $324,521,000 | 341 |
| Managed Assets ($) | $317,253,000 | 292 |
| Non-managed Assets ($) | $7,268,000 | 360 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,722,000 | 315 |
| 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 | $1,389,000 | 162 |
| Number of Managed Accounts | $1,383,000 | 129 |
| Number of Non-Managed Accounts | $6,000 | 372 |
| Total fiduciary and related assets | $344,028,000 | 334 |
| Managed Assets ($) | $336,029,000 | 287 |
| Non-managed Assets ($) | $7,999,000 | 361 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,133,000 | 321 |
| 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 | $881,000 | 232 |
| Number of Managed Accounts | $876,000 | 186 |
| Number of Non-Managed Accounts | $5,000 | 378 |
| Total fiduciary and related assets | $345,252,000 | 337 |
| Managed Assets ($) | $338,114,000 | 288 |
| Non-managed Assets ($) | $7,138,000 | 364 |
| Memoranda | ||
| Gross Fiduciary activities income | $540,000 | 321 |
| 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 | $871,000 | 243 |
| Number of Managed Accounts | $866,000 | 190 |
| Number of Non-Managed Accounts | $5,000 | 892 |
| Total fiduciary and related assets | $337,970,000 | 340 |
| Managed Assets ($) | $331,168,000 | 294 |
| Non-managed Assets ($) | $6,802,000 | 663 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,214,000 | 317 |
| 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 | $864,000 | 236 |
| Number of Managed Accounts | $859,000 | 191 |
| Number of Non-Managed Accounts | $5,000 | 376 |
| Total fiduciary and related assets | $341,057,000 | 336 |
| Managed Assets ($) | $334,352,000 | 290 |
| Non-managed Assets ($) | $6,705,000 | 363 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,576,000 | 325 |
| 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 | $844,000 | 237 |
| Number of Managed Accounts | $838,000 | 194 |
| Number of Non-Managed Accounts | $6,000 | 376 |
| Total fiduciary and related assets | $330,414,000 | 344 |
| Managed Assets ($) | $323,792,000 | 293 |
| Non-managed Assets ($) | $6,622,000 | 361 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,010,000 | 333 |
| 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 | $821,000 | 244 |
| Number of Managed Accounts | $815,000 | 193 |
| Number of Non-Managed Accounts | $6,000 | 375 |
| Total fiduciary and related assets | $318,897,000 | 346 |
| Managed Assets ($) | $312,518,000 | 296 |
| Non-managed Assets ($) | $6,379,000 | 363 |
| Memoranda | ||
| Gross Fiduciary activities income | $497,000 | 334 |
| 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 | $817,000 | 256 |
| Number of Managed Accounts | $811,000 | 196 |
| Number of Non-Managed Accounts | $6,000 | 884 |
| Total fiduciary and related assets | $312,193,000 | 346 |
| Managed Assets ($) | $305,334,000 | 298 |
| Non-managed Assets ($) | $6,859,000 | 665 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,058,000 | 320 |
| 2013-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $815,000 | 238 |
| Number of Managed Accounts | $809,000 | 187 |
| Number of Non-Managed Accounts | $6,000 | 361 |
| Total fiduciary and related assets | $302,248,000 | 339 |
| Managed Assets ($) | $295,505,000 | 291 |
| Non-managed Assets ($) | $6,743,000 | 349 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,425,000 | 330 |
| 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 | $809,000 | 237 |
| Number of Managed Accounts | $803,000 | 186 |
| Number of Non-Managed Accounts | $6,000 | 361 |
| Total fiduciary and related assets | $292,233,000 | 342 |
| Managed Assets ($) | $285,673,000 | 288 |
| Non-managed Assets ($) | $6,560,000 | 353 |
| Memoranda | ||
| Gross Fiduciary activities income | $967,000 | 328 |
| 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 | $810,000 | 240 |
| Number of Managed Accounts | $804,000 | 185 |
| Number of Non-Managed Accounts | $6,000 | 367 |
| Total fiduciary and related assets | $291,185,000 | 340 |
| Managed Assets ($) | $284,822,000 | 291 |
| Non-managed Assets ($) | $6,363,000 | 358 |
| Memoranda | ||
| Gross Fiduciary activities income | $485,000 | 324 |
| 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 | $803,000 | 256 |
| Number of Managed Accounts | $797,000 | 192 |
| Number of Non-Managed Accounts | $6,000 | 902 |
| Total fiduciary and related assets | $272,401,000 | 354 |
| Managed Assets ($) | $266,604,000 | 294 |
| Non-managed Assets ($) | $5,797,000 | 696 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,885,000 | 320 |
| 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 | $807,000 | 236 |
| Number of Managed Accounts | $801,000 | 186 |
| Number of Non-Managed Accounts | $6,000 | 351 |
| Total fiduciary and related assets | $275,693,000 | 340 |
| Managed Assets ($) | $270,014,000 | 290 |
| Non-managed Assets ($) | $5,679,000 | 343 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,330,000 | 326 |
| 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 | $812,000 | 234 |
| Number of Managed Accounts | $806,000 | 183 |
| Number of Non-Managed Accounts | $6,000 | 351 |
| Total fiduciary and related assets | $266,943,000 | 340 |
| Managed Assets ($) | $261,720,000 | 285 |
| Non-managed Assets ($) | $5,223,000 | 348 |
| Memoranda | ||
| Gross Fiduciary activities income | $894,000 | 324 |
| 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 | $807,000 | 234 |
| Number of Managed Accounts | $801,000 | 184 |
| Number of Non-Managed Accounts | $6,000 | 352 |
| Total fiduciary and related assets | $269,808,000 | 342 |
| Managed Assets ($) | $264,511,000 | 284 |
| Non-managed Assets ($) | $5,297,000 | 346 |
| Memoranda | ||
| Gross Fiduciary activities income | $464,000 | 318 |
| 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 | $804,000 | 254 |
| Number of Managed Accounts | $798,000 | 182 |
| Number of Non-Managed Accounts | $6,000 | 924 |
| Total fiduciary and related assets | $254,111,000 | 348 |
| Managed Assets ($) | $249,324,000 | 291 |
| Non-managed Assets ($) | $4,787,000 | 722 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,888,000 | 273 |
| 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 | $806,000 | 234 |
| Number of Managed Accounts | $800,000 | 176 |
| Number of Non-Managed Accounts | $6,000 | 368 |
| Total fiduciary and related assets | $244,629,000 | 337 |
| Managed Assets ($) | $240,078,000 | 286 |
| Non-managed Assets ($) | $4,551,000 | 357 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,337,000 | 285 |
| 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 | $808,000 | 237 |
| Number of Managed Accounts | $802,000 | 176 |
| Number of Non-Managed Accounts | $6,000 | 372 |
| Total fiduciary and related assets | $259,637,000 | 343 |
| Managed Assets ($) | $254,782,000 | 286 |
| Non-managed Assets ($) | $4,855,000 | 362 |
| Memoranda | ||
| Gross Fiduciary activities income | $910,000 | 283 |
| 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 | $810,000 | 239 |
| Number of Managed Accounts | $804,000 | 176 |
| Number of Non-Managed Accounts | $6,000 | 374 |
| Total fiduciary and related assets | $260,371,000 | 346 |
| Managed Assets ($) | $255,487,000 | 290 |
| Non-managed Assets ($) | $4,884,000 | 362 |
| Memoranda | ||
| Gross Fiduciary activities income | $454,000 | 284 |
| 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 | $804,000 | 262 |
| Number of Managed Accounts | $799,000 | 186 |
| Number of Non-Managed Accounts | $5,000 | 987 |
| Total fiduciary and related assets | $248,009,000 | 359 |
| Managed Assets ($) | $244,745,000 | 298 |
| Non-managed Assets ($) | $3,264,000 | 812 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,932,000 | 272 |
| 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 | $804,000 | 239 |
| Number of Managed Accounts | $799,000 | 176 |
| Number of Non-Managed Accounts | $5,000 | 371 |
| Total fiduciary and related assets | $240,432,000 | 336 |
| Managed Assets ($) | $237,569,000 | 281 |
| Non-managed Assets ($) | $2,863,000 | 369 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,346,000 | 278 |
| 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 | $812,000 | 238 |
| Number of Managed Accounts | $807,000 | 174 |
| Number of Non-Managed Accounts | $5,000 | 372 |
| Total fiduciary and related assets | $232,624,000 | 334 |
| Managed Assets ($) | $229,894,000 | 281 |
| Non-managed Assets ($) | $2,730,000 | 371 |
| Memoranda | ||
| Gross Fiduciary activities income | $874,000 | 282 |
| 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 | $811,000 | 238 |
| Number of Managed Accounts | $806,000 | 178 |
| Number of Non-Managed Accounts | $5,000 | 378 |
| Total fiduciary and related assets | $245,658,000 | 342 |
| Managed Assets ($) | $242,915,000 | 281 |
| Non-managed Assets ($) | $2,743,000 | 376 |
| Memoranda | ||
| Gross Fiduciary activities income | $449,000 | 281 |
| 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 | $807,000 | 268 |
| Number of Managed Accounts | $802,000 | 189 |
| Number of Non-Managed Accounts | $5,000 | 1,018 |
| Total fiduciary and related assets | $241,140,000 | 354 |
| Managed Assets ($) | $238,373,000 | 287 |
| Non-managed Assets ($) | $2,767,000 | 848 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,735,000 | 275 |
| 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 | $803,000 | 239 |
| Number of Managed Accounts | $798,000 | 182 |
| Number of Non-Managed Accounts | $5,000 | 362 |
| Total fiduciary and related assets | $233,309,000 | 328 |
| Managed Assets ($) | $230,560,000 | 279 |
| Non-managed Assets ($) | $2,749,000 | 359 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,160,000 | 295 |
| 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 | $816,000 | 242 |
| Number of Managed Accounts | $811,000 | 181 |
| Number of Non-Managed Accounts | $5,000 | 373 |
| Total fiduciary and related assets | $222,015,000 | 336 |
| Managed Assets ($) | $219,812,000 | 281 |
| Non-managed Assets ($) | $2,203,000 | 365 |
| Memoranda | ||
| Gross Fiduciary activities income | $760,000 | 299 |
| 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 | $823,000 | 238 |
| Number of Managed Accounts | $818,000 | 181 |
| Number of Non-Managed Accounts | $5,000 | 372 |
| Total fiduciary and related assets | $209,248,000 | 337 |
| Managed Assets ($) | $207,357,000 | 283 |
| Non-managed Assets ($) | $1,891,000 | 367 |
| Memoranda | ||
| Gross Fiduciary activities income | $435,000 | 278 |
| 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 | $825,000 | 270 |
| Number of Managed Accounts | $820,000 | 189 |
| Number of Non-Managed Accounts | $5,000 | 1,031 |
| Total fiduciary and related assets | $220,566,000 | 365 |
| Managed Assets ($) | $218,770,000 | 293 |
| Non-managed Assets ($) | $1,796,000 | 885 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,866,000 | 278 |
| 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 | $806,000 | 242 |
| Number of Managed Accounts | $801,000 | 183 |
| Number of Non-Managed Accounts | $5,000 | 394 |
| Total fiduciary and related assets | $246,332,000 | 346 |
| Managed Assets ($) | $243,777,000 | 288 |
| Non-managed Assets ($) | $2,555,000 | 391 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,334,000 | 293 |
| 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 | $795,000 | 253 |
| Number of Managed Accounts | $790,000 | 191 |
| Number of Non-Managed Accounts | $5,000 | 401 |
| Total fiduciary and related assets | $258,839,000 | 346 |
| Managed Assets ($) | $256,139,000 | 286 |
| Non-managed Assets ($) | $2,700,000 | 395 |
| Memoranda | ||
| Gross Fiduciary activities income | $909,000 | 298 |
| 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 | $776,000 | 257 |
| Number of Managed Accounts | $771,000 | 196 |
| Number of Non-Managed Accounts | $5,000 | 400 |
| Total fiduciary and related assets | $259,729,000 | 354 |
| Managed Assets ($) | $257,033,000 | 294 |
| Non-managed Assets ($) | $2,696,000 | 399 |
| Memoranda | ||
| Gross Fiduciary activities income | $469,000 | 289 |
| 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 | $760,000 | 277 |
| Number of Managed Accounts | $755,000 | 205 |
| Number of Non-Managed Accounts | $5,000 | 1,044 |
| Total fiduciary and related assets | $266,495,000 | 355 |
| Managed Assets ($) | $263,829,000 | 292 |
| Non-managed Assets ($) | $2,666,000 | 867 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,175,000 | 262 |
| 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 | $751,000 | 249 |
| Number of Managed Accounts | $728,000 | 201 |
| Number of Non-Managed Accounts | $23,000 | 324 |
| Total fiduciary and related assets | $270,343,000 | 343 |
| Managed Assets ($) | $267,106,000 | 291 |
| Non-managed Assets ($) | $3,237,000 | 382 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,428,000 | 282 |
| 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 | $751,000 | 254 |
| Number of Managed Accounts | $730,000 | 204 |
| Number of Non-Managed Accounts | $21,000 | 341 |
| Total fiduciary and related assets | $261,319,000 | 357 |
| Managed Assets ($) | $258,719,000 | 300 |
| Non-managed Assets ($) | $2,600,000 | 393 |
| Memoranda | ||
| Gross Fiduciary activities income | $967,000 | 284 |
| 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 | $739,000 | 257 |
| Number of Managed Accounts | $720,000 | 204 |
| Number of Non-Managed Accounts | $19,000 | 345 |
| Total fiduciary and related assets | $257,717,000 | 362 |
| Managed Assets ($) | $255,447,000 | 299 |
| Non-managed Assets ($) | $2,270,000 | 396 |
| Memoranda | ||
| Gross Fiduciary activities income | $453,000 | 297 |
| 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 | $739,000 | 283 |
| Number of Managed Accounts | $720,000 | 213 |
| Number of Non-Managed Accounts | $19,000 | 804 |
| Total fiduciary and related assets | $249,914,000 | 371 |
| Managed Assets ($) | $247,797,000 | 308 |
| Non-managed Assets ($) | $2,117,000 | 911 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,170,000 | 262 |
| 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 | $750,000 | 258 |
| Number of Managed Accounts | $732,000 | 205 |
| Number of Non-Managed Accounts | $18,000 | 342 |
| Total fiduciary and related assets | $251,995,000 | 353 |
| Managed Assets ($) | $250,036,000 | 293 |
| Non-managed Assets ($) | $1,959,000 | 384 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,422,000 | 279 |
| 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 | $763,000 | 259 |
| Number of Managed Accounts | $749,000 | 205 |
| Number of Non-Managed Accounts | $14,000 | 360 |
| Total fiduciary and related assets | $249,906,000 | 361 |
| Managed Assets ($) | $248,246,000 | 292 |
| Non-managed Assets ($) | $1,660,000 | 393 |
| Memoranda | ||
| Gross Fiduciary activities income | $976,000 | 282 |
| 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 | $783,000 | 255 |
| Number of Managed Accounts | $779,000 | 200 |
| Number of Non-Managed Accounts | $4,000 | 395 |
| Total fiduciary and related assets | $257,283,000 | 357 |
| Managed Assets ($) | $255,556,000 | 288 |
| Non-managed Assets ($) | $1,727,000 | 399 |
| Memoranda | ||
| Gross Fiduciary activities income | $477,000 | 285 |
| 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 | $789,000 | 278 |
| Number of Managed Accounts | $785,000 | 202 |
| Number of Non-Managed Accounts | $4,000 | 1,127 |
| Total fiduciary and related assets | $249,245,000 | 367 |
| Managed Assets ($) | $247,741,000 | 297 |
| Non-managed Assets ($) | $1,504,000 | 988 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,212,000 | 253 |
| 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 | $1,614,000 | 137 |
| Number of Managed Accounts | $1,608,000 | 104 |
| Number of Non-Managed Accounts | $6,000 | 381 |
| Total fiduciary and related assets | $499,680,000 | 251 |
| Managed Assets ($) | $496,822,000 | 199 |
| Non-managed Assets ($) | $2,858,000 | 379 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,451,000 | 272 |
| 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 | $814,000 | 239 |
| Number of Managed Accounts | $811,000 | 185 |
| Number of Non-Managed Accounts | $3,000 | 408 |
| Total fiduciary and related assets | $253,370,000 | 348 |
| Managed Assets ($) | $251,998,000 | 283 |
| Non-managed Assets ($) | $1,372,000 | 408 |
| Memoranda | ||
| Gross Fiduciary activities income | $957,000 | 271 |
| 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 | $827,000 | 239 |
| Number of Managed Accounts | $812,000 | 184 |
| Number of Non-Managed Accounts | $15,000 | 376 |
| Total fiduciary and related assets | $255,183,000 | 349 |
| Managed Assets ($) | $253,900,000 | 282 |
| Non-managed Assets ($) | $1,283,000 | 409 |
| Memoranda | ||
| Gross Fiduciary activities income | $450,000 | 285 |
| 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 | $836,000 | 260 |
| Number of Managed Accounts | $820,000 | 188 |
| Number of Non-Managed Accounts | $16,000 | 882 |
| Total fiduciary and related assets | $262,907,000 | 355 |
| Managed Assets ($) | $255,285,000 | 283 |
| Non-managed Assets ($) | $7,622,000 | 696 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,763,000 | 279 |
| 2004-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 453 |
| Number of Managed Accounts | $0 | 424 |
| Number of Non-Managed Accounts | $0 | 423 |
| Total fiduciary and related assets | $0 | 451 |
| Managed Assets ($) | $0 | 424 |
| Non-managed Assets ($) | $0 | 421 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,195,000 | 295 |
| 2004-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 462 |
| Number of Managed Accounts | $0 | 429 |
| Number of Non-Managed Accounts | $0 | 432 |
| Total fiduciary and related assets | $0 | 459 |
| Managed Assets ($) | $0 | 429 |
| Non-managed Assets ($) | $0 | 429 |
| Memoranda | ||
| Gross Fiduciary activities income | $794,000 | 302 |
| 2004-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 473 |
| Number of Managed Accounts | $0 | 438 |
| Number of Non-Managed Accounts | $0 | 438 |
| Total fiduciary and related assets | $0 | 471 |
| Managed Assets ($) | $0 | 438 |
| Non-managed Assets ($) | $0 | 436 |
| Memoranda | ||
| Gross Fiduciary activities income | $396,000 | 301 |
| 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 | $852,000 | 270 |
| Number of Managed Accounts | $834,000 | 193 |
| Number of Non-Managed Accounts | $18,000 | 880 |
| Total fiduciary and related assets | $246,131,000 | 378 |
| Managed Assets ($) | $238,694,000 | 296 |
| Non-managed Assets ($) | $7,437,000 | 723 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,519,000 | 303 |
| 2003-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 473 |
| Number of Managed Accounts | $0 | 442 |
| Number of Non-Managed Accounts | $0 | 446 |
| Total fiduciary and related assets | $0 | 472 |
| Managed Assets ($) | $0 | 442 |
| Non-managed Assets ($) | $0 | 445 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,056,000 | 327 |
| 2003-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 474 |
| Number of Managed Accounts | $0 | 446 |
| Number of Non-Managed Accounts | $0 | 448 |
| Total fiduciary and related assets | $0 | 473 |
| Managed Assets ($) | $0 | 446 |
| Non-managed Assets ($) | $0 | 447 |
| Memoranda | ||
| Gross Fiduciary activities income | $699,000 | 332 |
| 2003-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 491 |
| Number of Managed Accounts | $0 | 461 |
| Number of Non-Managed Accounts | $0 | 460 |
| Total fiduciary and related assets | $0 | 490 |
| Managed Assets ($) | $0 | 461 |
| Non-managed Assets ($) | $0 | 458 |
| Memoranda | ||
| Gross Fiduciary activities income | $352,000 | 337 |
| 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 | $915,000 | 271 |
| Number of Managed Accounts | $883,000 | 195 |
| Number of Non-Managed Accounts | $32,000 | 743 |
| Total fiduciary and related assets | $214,926,000 | 400 |
| Managed Assets ($) | $206,077,000 | 323 |
| Non-managed Assets ($) | $8,849,000 | 677 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,428,000 | 337 |
| 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 | $839,000 | 269 |
| Number of Managed Accounts | $808,000 | 194 |
| Number of Non-Managed Accounts | $31,000 | 723 |
| Total fiduciary and related assets | $180,180,000 | 413 |
| Managed Assets ($) | $171,871,000 | 354 |
| Non-managed Assets ($) | $8,309,000 | 660 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,338,000 | 363 |
| 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 | $1,211,000 | 383 |
| 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 | $1,100,000 | 452 |
| 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 | $926,000 | 481 |
| 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 | $794,000 | 536 |
| 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 | $564,000 | 669 |
| 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 | $443,000 | 778 |
| 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 | $379,000 | 824 |
| 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 | $362,000 | 874 |
| 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 | $316,000 | 923 |