Home > The First National Bank and Trust Company > Fiduciary and Related Services
The First National Bank and 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 | $566,000 | 349 |
| Number of Managed Accounts | $562,000 | 295 |
| Number of Non-Managed Accounts | $4,000 | 691 |
| Total fiduciary and related assets | $637,398,000 | 311 |
| Managed Assets ($) | $635,991,000 | 268 |
| Non-managed Assets ($) | $1,407,000 | 671 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,073,000 | 258 |
| 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 | $0 | 375 |
| Number of Managed Accounts | $0 | 366 |
| Number of Non-Managed Accounts | $0 | 365 |
| Total fiduciary and related assets | $0 | 376 |
| Managed Assets ($) | $0 | 366 |
| Non-managed Assets ($) | $0 | 363 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,835,000 | 257 |
| 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 | $566,000 | 330 |
| Number of Managed Accounts | $562,000 | 283 |
| Number of Non-Managed Accounts | $4,000 | 409 |
| Total fiduciary and related assets | $612,568,000 | 307 |
| Managed Assets ($) | $611,157,000 | 268 |
| Non-managed Assets ($) | $1,411,000 | 413 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,561,000 | 252 |
| 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 | $0 | 384 |
| Number of Managed Accounts | $0 | 375 |
| Number of Non-Managed Accounts | $0 | 373 |
| Total fiduciary and related assets | $0 | 384 |
| Managed Assets ($) | $0 | 375 |
| Non-managed Assets ($) | $0 | 373 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,261,000 | 268 |
| 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 | $570,000 | 352 |
| Number of Managed Accounts | $566,000 | 302 |
| Number of Non-Managed Accounts | $4,000 | 731 |
| Total fiduciary and related assets | $599,643,000 | 312 |
| Managed Assets ($) | $598,327,000 | 272 |
| Non-managed Assets ($) | $1,316,000 | 710 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,943,000 | 302 |
| 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 | $0 | 399 |
| Number of Managed Accounts | $0 | 389 |
| Number of Non-Managed Accounts | $0 | 385 |
| Total fiduciary and related assets | $0 | 399 |
| Managed Assets ($) | $0 | 389 |
| Non-managed Assets ($) | $0 | 385 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,858,000 | 303 |
| 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 | $496,000 | 319 |
| Number of Managed Accounts | $495,000 | 286 |
| Number of Non-Managed Accounts | $1,000 | 404 |
| Total fiduciary and related assets | $479,936,000 | 299 |
| Managed Assets ($) | $478,697,000 | 264 |
| Non-managed Assets ($) | $1,239,000 | 400 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,914,000 | 270 |
| 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 | $0 | 359 |
| Number of Managed Accounts | $0 | 350 |
| Number of Non-Managed Accounts | $0 | 347 |
| Total fiduciary and related assets | $0 | 358 |
| Managed Assets ($) | $0 | 350 |
| Non-managed Assets ($) | $0 | 346 |
| Memoranda | ||
| Gross Fiduciary activities income | $942,000 | 276 |
| 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 | $483,000 | 348 |
| Number of Managed Accounts | $478,000 | 299 |
| Number of Non-Managed Accounts | $5,000 | 688 |
| Total fiduciary and related assets | $603,786,000 | 295 |
| Managed Assets ($) | $602,401,000 | 256 |
| Non-managed Assets ($) | $1,385,000 | 680 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,442,000 | 286 |
| 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 | $0 | 343 |
| Number of Managed Accounts | $0 | 335 |
| Number of Non-Managed Accounts | $0 | 330 |
| Total fiduciary and related assets | $0 | 343 |
| Managed Assets ($) | $0 | 335 |
| Non-managed Assets ($) | $0 | 330 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,539,000 | 285 |
| 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 | $448,000 | 323 |
| Number of Managed Accounts | $439,000 | 293 |
| Number of Non-Managed Accounts | $9,000 | 359 |
| Total fiduciary and related assets | $530,474,000 | 300 |
| Managed Assets ($) | $407,986,000 | 290 |
| Non-managed Assets ($) | $122,488,000 | 237 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,664,000 | 290 |
| 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 | $0 | 345 |
| Number of Managed Accounts | $0 | 337 |
| Number of Non-Managed Accounts | $0 | 333 |
| Total fiduciary and related assets | $0 | 345 |
| Managed Assets ($) | $0 | 337 |
| Non-managed Assets ($) | $0 | 332 |
| Memoranda | ||
| Gross Fiduciary activities income | $813,000 | 288 |
| 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 | $429,000 | 364 |
| Number of Managed Accounts | $420,000 | 317 |
| Number of Non-Managed Accounts | $9,000 | 652 |
| Total fiduciary and related assets | $502,112,000 | 299 |
| Managed Assets ($) | $381,607,000 | 295 |
| Non-managed Assets ($) | $120,505,000 | 227 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,984,000 | 289 |
| 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 | $0 | 346 |
| Number of Managed Accounts | $0 | 338 |
| Number of Non-Managed Accounts | $0 | 335 |
| Total fiduciary and related assets | $0 | 346 |
| Managed Assets ($) | $0 | 338 |
| Non-managed Assets ($) | $0 | 335 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,234,000 | 283 |
| 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 | $425,000 | 328 |
| Number of Managed Accounts | $415,000 | 294 |
| Number of Non-Managed Accounts | $10,000 | 354 |
| Total fiduciary and related assets | $460,589,000 | 298 |
| Managed Assets ($) | $351,832,000 | 292 |
| Non-managed Assets ($) | $108,757,000 | 227 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,468,000 | 290 |
| 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 | $0 | 351 |
| Number of Managed Accounts | $0 | 342 |
| Number of Non-Managed Accounts | $0 | 338 |
| Total fiduciary and related assets | $0 | 351 |
| Managed Assets ($) | $0 | 342 |
| Non-managed Assets ($) | $0 | 338 |
| Memoranda | ||
| Gross Fiduciary activities income | $736,000 | 285 |
| 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 | $393,000 | 385 |
| Number of Managed Accounts | $383,000 | 326 |
| Number of Non-Managed Accounts | $10,000 | 658 |
| Total fiduciary and related assets | $445,473,000 | 305 |
| Managed Assets ($) | $357,839,000 | 293 |
| Non-managed Assets ($) | $87,634,000 | 261 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,907,000 | 285 |
| 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 | $387,000 | 306 |
| Number of Managed Accounts | $377,000 | 276 |
| Number of Non-Managed Accounts | $10,000 | 308 |
| Total fiduciary and related assets | $420,861,000 | 286 |
| Managed Assets ($) | $337,926,000 | 279 |
| Non-managed Assets ($) | $82,935,000 | 231 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,193,000 | 282 |
| 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 | $415,000 | 326 |
| Number of Managed Accounts | $405,000 | 293 |
| Number of Non-Managed Accounts | $10,000 | 340 |
| Total fiduciary and related assets | $430,924,000 | 300 |
| Managed Assets ($) | $345,148,000 | 296 |
| Non-managed Assets ($) | $85,776,000 | 248 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,421,000 | 290 |
| 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 | $416,000 | 328 |
| Number of Managed Accounts | $405,000 | 293 |
| Number of Non-Managed Accounts | $11,000 | 345 |
| Total fiduciary and related assets | $435,565,000 | 298 |
| Managed Assets ($) | $338,698,000 | 300 |
| Non-managed Assets ($) | $96,867,000 | 239 |
| Memoranda | ||
| Gross Fiduciary activities income | $682,000 | 294 |
| 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 | $410,000 | 376 |
| Number of Managed Accounts | $397,000 | 320 |
| Number of Non-Managed Accounts | $13,000 | 641 |
| Total fiduciary and related assets | $411,026,000 | 302 |
| Managed Assets ($) | $318,254,000 | 298 |
| Non-managed Assets ($) | $92,772,000 | 250 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,806,000 | 290 |
| 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 | $410,000 | 325 |
| Number of Managed Accounts | $389,000 | 297 |
| Number of Non-Managed Accounts | $21,000 | 321 |
| Total fiduciary and related assets | $442,759,000 | 300 |
| Managed Assets ($) | $326,281,000 | 305 |
| Non-managed Assets ($) | $116,478,000 | 225 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,107,000 | 289 |
| 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 | $403,000 | 329 |
| Number of Managed Accounts | $381,000 | 303 |
| Number of Non-Managed Accounts | $22,000 | 323 |
| Total fiduciary and related assets | $431,459,000 | 302 |
| Managed Assets ($) | $316,549,000 | 306 |
| Non-managed Assets ($) | $114,910,000 | 229 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,375,000 | 295 |
| 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 | $400,000 | 337 |
| Number of Managed Accounts | $377,000 | 306 |
| Number of Non-Managed Accounts | $23,000 | 325 |
| Total fiduciary and related assets | $433,240,000 | 305 |
| Managed Assets ($) | $319,243,000 | 304 |
| Non-managed Assets ($) | $113,997,000 | 230 |
| Memoranda | ||
| Gross Fiduciary activities income | $691,000 | 298 |
| 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 | $394,000 | 390 |
| Number of Managed Accounts | $370,000 | 336 |
| Number of Non-Managed Accounts | $24,000 | 562 |
| Total fiduciary and related assets | $433,842,000 | 307 |
| Managed Assets ($) | $319,396,000 | 310 |
| Non-managed Assets ($) | $114,446,000 | 232 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,559,000 | 301 |
| 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 | $407,000 | 326 |
| Number of Managed Accounts | $355,000 | 310 |
| Number of Non-Managed Accounts | $52,000 | 262 |
| Total fiduciary and related assets | $439,873,000 | 301 |
| Managed Assets ($) | $322,145,000 | 305 |
| Non-managed Assets ($) | $117,728,000 | 226 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,869,000 | 303 |
| 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 | $407,000 | 325 |
| Number of Managed Accounts | $350,000 | 309 |
| Number of Non-Managed Accounts | $57,000 | 253 |
| Total fiduciary and related assets | $398,683,000 | 312 |
| Managed Assets ($) | $274,686,000 | 320 |
| Non-managed Assets ($) | $123,997,000 | 219 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,259,000 | 300 |
| 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 | $404,000 | 329 |
| Number of Managed Accounts | $348,000 | 311 |
| Number of Non-Managed Accounts | $56,000 | 254 |
| Total fiduciary and related assets | $392,193,000 | 318 |
| Managed Assets ($) | $270,813,000 | 321 |
| Non-managed Assets ($) | $121,380,000 | 218 |
| Memoranda | ||
| Gross Fiduciary activities income | $604,000 | 308 |
| 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 | $405,000 | 385 |
| Number of Managed Accounts | $348,000 | 341 |
| Number of Non-Managed Accounts | $57,000 | 396 |
| Total fiduciary and related assets | $373,638,000 | 318 |
| Managed Assets ($) | $258,289,000 | 325 |
| Non-managed Assets ($) | $115,349,000 | 229 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,043,000 | 334 |
| 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 | $407,000 | 328 |
| Number of Managed Accounts | $349,000 | 306 |
| Number of Non-Managed Accounts | $58,000 | 256 |
| Total fiduciary and related assets | $366,159,000 | 319 |
| Managed Assets ($) | $251,874,000 | 325 |
| Non-managed Assets ($) | $114,285,000 | 218 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,542,000 | 331 |
| 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 | $416,000 | 328 |
| Number of Managed Accounts | $356,000 | 305 |
| Number of Non-Managed Accounts | $60,000 | 256 |
| Total fiduciary and related assets | $358,931,000 | 321 |
| Managed Assets ($) | $248,156,000 | 325 |
| Non-managed Assets ($) | $110,775,000 | 224 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,038,000 | 327 |
| 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 | $421,000 | 328 |
| Number of Managed Accounts | $359,000 | 307 |
| Number of Non-Managed Accounts | $62,000 | 248 |
| Total fiduciary and related assets | $353,882,000 | 319 |
| Managed Assets ($) | $243,210,000 | 323 |
| Non-managed Assets ($) | $110,672,000 | 217 |
| Memoranda | ||
| Gross Fiduciary activities income | $490,000 | 334 |
| 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 | $422,000 | 375 |
| Number of Managed Accounts | $359,000 | 341 |
| Number of Non-Managed Accounts | $63,000 | 386 |
| Total fiduciary and related assets | $352,399,000 | 323 |
| Managed Assets ($) | $244,742,000 | 327 |
| Non-managed Assets ($) | $107,657,000 | 226 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,002,000 | 334 |
| 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 | $421,000 | 327 |
| Number of Managed Accounts | $358,000 | 307 |
| Number of Non-Managed Accounts | $63,000 | 244 |
| Total fiduciary and related assets | $347,333,000 | 326 |
| Managed Assets ($) | $243,459,000 | 322 |
| Non-managed Assets ($) | $103,874,000 | 221 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,520,000 | 331 |
| 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 | $438,000 | 325 |
| Number of Managed Accounts | $370,000 | 304 |
| Number of Non-Managed Accounts | $68,000 | 241 |
| Total fiduciary and related assets | $358,106,000 | 328 |
| Managed Assets ($) | $250,749,000 | 324 |
| Non-managed Assets ($) | $107,357,000 | 221 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,029,000 | 330 |
| 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 | $443,000 | 324 |
| Number of Managed Accounts | $370,000 | 306 |
| Number of Non-Managed Accounts | $73,000 | 234 |
| Total fiduciary and related assets | $365,976,000 | 328 |
| Managed Assets ($) | $258,420,000 | 323 |
| Non-managed Assets ($) | $107,556,000 | 224 |
| Memoranda | ||
| Gross Fiduciary activities income | $485,000 | 339 |
| 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 | $449,000 | 374 |
| Number of Managed Accounts | $367,000 | 342 |
| Number of Non-Managed Accounts | $82,000 | 331 |
| Total fiduciary and related assets | $361,274,000 | 329 |
| Managed Assets ($) | $258,812,000 | 323 |
| Non-managed Assets ($) | $102,462,000 | 235 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,906,000 | 345 |
| 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 | $462,000 | 320 |
| Number of Managed Accounts | $374,000 | 300 |
| Number of Non-Managed Accounts | $88,000 | 212 |
| Total fiduciary and related assets | $360,933,000 | 326 |
| Managed Assets ($) | $255,120,000 | 324 |
| Non-managed Assets ($) | $105,813,000 | 222 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,426,000 | 343 |
| 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 | $484,000 | 316 |
| Number of Managed Accounts | $368,000 | 305 |
| Number of Non-Managed Accounts | $116,000 | 184 |
| Total fiduciary and related assets | $360,866,000 | 325 |
| Managed Assets ($) | $254,228,000 | 326 |
| Non-managed Assets ($) | $106,638,000 | 221 |
| Memoranda | ||
| Gross Fiduciary activities income | $951,000 | 343 |
| 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 | $502,000 | 317 |
| Number of Managed Accounts | $365,000 | 311 |
| Number of Non-Managed Accounts | $137,000 | 173 |
| Total fiduciary and related assets | $358,875,000 | 323 |
| Managed Assets ($) | $249,659,000 | 325 |
| Non-managed Assets ($) | $109,216,000 | 215 |
| Memoranda | ||
| Gross Fiduciary activities income | $442,000 | 360 |
| 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 | $499,000 | 354 |
| Number of Managed Accounts | $357,000 | 353 |
| Number of Non-Managed Accounts | $142,000 | 243 |
| Total fiduciary and related assets | $356,992,000 | 326 |
| Managed Assets ($) | $242,469,000 | 329 |
| Non-managed Assets ($) | $114,523,000 | 221 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,622,000 | 363 |
| 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 | $489,000 | 310 |
| Number of Managed Accounts | $345,000 | 306 |
| Number of Non-Managed Accounts | $144,000 | 174 |
| Total fiduciary and related assets | $339,442,000 | 327 |
| Managed Assets ($) | $233,113,000 | 317 |
| Non-managed Assets ($) | $106,329,000 | 213 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,195,000 | 363 |
| 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 | $464,000 | 315 |
| Number of Managed Accounts | $340,000 | 306 |
| Number of Non-Managed Accounts | $124,000 | 194 |
| Total fiduciary and related assets | $310,926,000 | 333 |
| Managed Assets ($) | $213,848,000 | 319 |
| Non-managed Assets ($) | $97,078,000 | 223 |
| Memoranda | ||
| Gross Fiduciary activities income | $774,000 | 374 |
| 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 | $391,000 | 335 |
| Number of Managed Accounts | $326,000 | 311 |
| Number of Non-Managed Accounts | $65,000 | 244 |
| Total fiduciary and related assets | $297,308,000 | 339 |
| Managed Assets ($) | $204,093,000 | 324 |
| Non-managed Assets ($) | $93,215,000 | 231 |
| Memoranda | ||
| Gross Fiduciary activities income | $356,000 | 387 |
| 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 | $379,000 | 426 |
| Number of Managed Accounts | $313,000 | 376 |
| Number of Non-Managed Accounts | $66,000 | 412 |
| Total fiduciary and related assets | $288,123,000 | 342 |
| Managed Assets ($) | $197,851,000 | 340 |
| Non-managed Assets ($) | $90,272,000 | 247 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,489,000 | 365 |
| 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 | $382,000 | 326 |
| Number of Managed Accounts | $314,000 | 307 |
| Number of Non-Managed Accounts | $68,000 | 236 |
| Total fiduciary and related assets | $292,348,000 | 332 |
| Managed Assets ($) | $186,519,000 | 323 |
| Non-managed Assets ($) | $105,829,000 | 212 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,139,000 | 357 |
| 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 | $384,000 | 324 |
| Number of Managed Accounts | $315,000 | 304 |
| Number of Non-Managed Accounts | $69,000 | 229 |
| Total fiduciary and related assets | $277,261,000 | 334 |
| Managed Assets ($) | $180,426,000 | 319 |
| Non-managed Assets ($) | $96,835,000 | 216 |
| Memoranda | ||
| Gross Fiduciary activities income | $795,000 | 356 |
| 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 | $381,000 | 325 |
| Number of Managed Accounts | $317,000 | 301 |
| Number of Non-Managed Accounts | $64,000 | 236 |
| Total fiduciary and related assets | $276,362,000 | 335 |
| Managed Assets ($) | $181,756,000 | 322 |
| Non-managed Assets ($) | $94,606,000 | 208 |
| Memoranda | ||
| Gross Fiduciary activities income | $383,000 | 357 |
| 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 | $387,000 | 421 |
| Number of Managed Accounts | $320,000 | 374 |
| Number of Non-Managed Accounts | $67,000 | 415 |
| Total fiduciary and related assets | $277,814,000 | 334 |
| Managed Assets ($) | $180,095,000 | 342 |
| Non-managed Assets ($) | $97,719,000 | 226 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,537,000 | 315 |
| 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 | $390,000 | 325 |
| Number of Managed Accounts | $326,000 | 301 |
| Number of Non-Managed Accounts | $64,000 | 243 |
| Total fiduciary and related assets | $277,647,000 | 317 |
| Managed Assets ($) | $243,290,000 | 280 |
| Non-managed Assets ($) | $34,357,000 | 283 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,146,000 | 318 |
| 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 | $372,000 | 333 |
| Number of Managed Accounts | $313,000 | 305 |
| Number of Non-Managed Accounts | $59,000 | 255 |
| Total fiduciary and related assets | $281,880,000 | 333 |
| Managed Assets ($) | $251,242,000 | 289 |
| Non-managed Assets ($) | $30,638,000 | 297 |
| Memoranda | ||
| Gross Fiduciary activities income | $801,000 | 313 |
| 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 | $373,000 | 337 |
| Number of Managed Accounts | $310,000 | 310 |
| Number of Non-Managed Accounts | $63,000 | 249 |
| Total fiduciary and related assets | $269,912,000 | 340 |
| Managed Assets ($) | $236,090,000 | 302 |
| Non-managed Assets ($) | $33,822,000 | 291 |
| Memoranda | ||
| Gross Fiduciary activities income | $375,000 | 327 |
| 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 | $374,000 | 444 |
| Number of Managed Accounts | $314,000 | 388 |
| Number of Non-Managed Accounts | $60,000 | 464 |
| Total fiduciary and related assets | $275,709,000 | 335 |
| Managed Assets ($) | $242,206,000 | 301 |
| Non-managed Assets ($) | $33,503,000 | 393 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,615,000 | 303 |
| 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 | $384,000 | 322 |
| Number of Managed Accounts | $325,000 | 295 |
| Number of Non-Managed Accounts | $59,000 | 255 |
| Total fiduciary and related assets | $285,950,000 | 316 |
| Managed Assets ($) | $253,127,000 | 277 |
| Non-managed Assets ($) | $32,823,000 | 289 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,193,000 | 306 |
| 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 | $386,000 | 322 |
| Number of Managed Accounts | $327,000 | 293 |
| Number of Non-Managed Accounts | $59,000 | 255 |
| Total fiduciary and related assets | $278,051,000 | 312 |
| Managed Assets ($) | $246,004,000 | 273 |
| Non-managed Assets ($) | $32,047,000 | 288 |
| Memoranda | ||
| Gross Fiduciary activities income | $796,000 | 304 |
| 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 | $386,000 | 323 |
| Number of Managed Accounts | $329,000 | 297 |
| Number of Non-Managed Accounts | $57,000 | 259 |
| Total fiduciary and related assets | $273,826,000 | 331 |
| Managed Assets ($) | $241,021,000 | 283 |
| Non-managed Assets ($) | $32,805,000 | 292 |
| Memoranda | ||
| Gross Fiduciary activities income | $379,000 | 315 |
| 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 | $384,000 | 443 |
| Number of Managed Accounts | $327,000 | 376 |
| Number of Non-Managed Accounts | $57,000 | 491 |
| Total fiduciary and related assets | $274,614,000 | 322 |
| Managed Assets ($) | $241,664,000 | 284 |
| Non-managed Assets ($) | $32,950,000 | 397 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,283,000 | 332 |
| 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 | $0 | 409 |
| Number of Managed Accounts | $0 | 386 |
| Number of Non-Managed Accounts | $0 | 386 |
| Total fiduciary and related assets | $0 | 408 |
| Managed Assets ($) | $0 | 386 |
| Non-managed Assets ($) | $0 | 385 |
| Memoranda | ||
| Gross Fiduciary activities income | $940,000 | 336 |
| 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 | $0 | 415 |
| Number of Managed Accounts | $0 | 392 |
| Number of Non-Managed Accounts | $0 | 393 |
| Total fiduciary and related assets | $0 | 414 |
| Managed Assets ($) | $0 | 392 |
| Non-managed Assets ($) | $0 | 391 |
| Memoranda | ||
| Gross Fiduciary activities income | $634,000 | 338 |
| 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 | $0 | 418 |
| Number of Managed Accounts | $0 | 395 |
| Number of Non-Managed Accounts | $0 | 393 |
| Total fiduciary and related assets | $0 | 417 |
| Managed Assets ($) | $0 | 395 |
| Non-managed Assets ($) | $0 | 392 |
| Memoranda | ||
| Gross Fiduciary activities income | $302,000 | 345 |
| 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 | $338,000 | 484 |
| Number of Managed Accounts | $277,000 | 414 |
| Number of Non-Managed Accounts | $61,000 | 494 |
| Total fiduciary and related assets | $229,298,000 | 350 |
| Managed Assets ($) | $195,489,000 | 315 |
| Non-managed Assets ($) | $33,809,000 | 375 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,418,000 | 329 |
| 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 | $0 | 441 |
| Number of Managed Accounts | $0 | 419 |
| Number of Non-Managed Accounts | $0 | 421 |
| Total fiduciary and related assets | $0 | 440 |
| Managed Assets ($) | $0 | 419 |
| Non-managed Assets ($) | $0 | 420 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,091,000 | 329 |
| 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 | $0 | 450 |
| Number of Managed Accounts | $0 | 425 |
| Number of Non-Managed Accounts | $0 | 427 |
| Total fiduciary and related assets | $0 | 449 |
| Managed Assets ($) | $0 | 425 |
| Non-managed Assets ($) | $0 | 426 |
| Memoranda | ||
| Gross Fiduciary activities income | $701,000 | 342 |
| 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 | $0 | 460 |
| Number of Managed Accounts | $0 | 434 |
| Number of Non-Managed Accounts | $0 | 433 |
| Total fiduciary and related assets | $0 | 459 |
| Managed Assets ($) | $0 | 434 |
| Non-managed Assets ($) | $0 | 431 |
| Memoranda | ||
| Gross Fiduciary activities income | $316,000 | 369 |
| 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 | $338,000 | 489 |
| Number of Managed Accounts | $282,000 | 410 |
| Number of Non-Managed Accounts | $56,000 | 523 |
| Total fiduciary and related assets | $237,092,000 | 391 |
| Managed Assets ($) | $202,761,000 | 358 |
| Non-managed Assets ($) | $34,331,000 | 416 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,362,000 | 351 |
| 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 | $0 | 444 |
| Number of Managed Accounts | $0 | 421 |
| Number of Non-Managed Accounts | $0 | 417 |
| Total fiduciary and related assets | $0 | 443 |
| Managed Assets ($) | $0 | 421 |
| Non-managed Assets ($) | $0 | 416 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,012,000 | 347 |
| 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 | $0 | 450 |
| Number of Managed Accounts | $0 | 427 |
| Number of Non-Managed Accounts | $0 | 422 |
| Total fiduciary and related assets | $0 | 449 |
| Managed Assets ($) | $0 | 427 |
| Non-managed Assets ($) | $0 | 421 |
| Memoranda | ||
| Gross Fiduciary activities income | $660,000 | 356 |
| 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 | $0 | 451 |
| Number of Managed Accounts | $0 | 427 |
| Number of Non-Managed Accounts | $0 | 425 |
| Total fiduciary and related assets | $0 | 450 |
| Managed Assets ($) | $0 | 427 |
| Non-managed Assets ($) | $0 | 424 |
| Memoranda | ||
| Gross Fiduciary activities income | $295,000 | 384 |
| 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 | $368,000 | 454 |
| Number of Managed Accounts | $301,000 | 386 |
| Number of Non-Managed Accounts | $67,000 | 480 |
| Total fiduciary and related assets | $227,995,000 | 395 |
| Managed Assets ($) | $186,826,000 | 372 |
| Non-managed Assets ($) | $41,169,000 | 387 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,410,000 | 332 |
| 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 | $0 | 432 |
| Number of Managed Accounts | $0 | 409 |
| Number of Non-Managed Accounts | $0 | 409 |
| Total fiduciary and related assets | $0 | 431 |
| Managed Assets ($) | $0 | 409 |
| Non-managed Assets ($) | $0 | 408 |
| Memoranda | ||
| Gross Fiduciary activities income | $999,000 | 342 |
| 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 | $0 | 435 |
| Number of Managed Accounts | $0 | 413 |
| Number of Non-Managed Accounts | $0 | 412 |
| Total fiduciary and related assets | $0 | 434 |
| Managed Assets ($) | $0 | 413 |
| Non-managed Assets ($) | $0 | 411 |
| Memoranda | ||
| Gross Fiduciary activities income | $630,000 | 356 |
| 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 | $0 | 458 |
| Number of Managed Accounts | $0 | 437 |
| Number of Non-Managed Accounts | $0 | 423 |
| Total fiduciary and related assets | $0 | 457 |
| Managed Assets ($) | $0 | 437 |
| Non-managed Assets ($) | $0 | 422 |
| Memoranda | ||
| Gross Fiduciary activities income | $288,000 | 368 |
| 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 | $350,000 | 481 |
| Number of Managed Accounts | $291,000 | 414 |
| Number of Non-Managed Accounts | $59,000 | 536 |
| Total fiduciary and related assets | $195,584,000 | 423 |
| Managed Assets ($) | $170,132,000 | 372 |
| Non-managed Assets ($) | $25,452,000 | 462 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,263,000 | 353 |
| 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 | $0 | 444 |
| Number of Managed Accounts | $0 | 422 |
| Number of Non-Managed Accounts | $0 | 414 |
| Total fiduciary and related assets | $0 | 443 |
| Managed Assets ($) | $0 | 423 |
| Non-managed Assets ($) | $0 | 412 |
| Memoranda | ||
| Gross Fiduciary activities income | $948,000 | 343 |
| 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 | $0 | 460 |
| Number of Managed Accounts | $0 | 435 |
| Number of Non-Managed Accounts | $0 | 431 |
| Total fiduciary and related assets | $0 | 458 |
| Managed Assets ($) | $0 | 435 |
| Non-managed Assets ($) | $0 | 429 |
| Memoranda | ||
| Gross Fiduciary activities income | $613,000 | 351 |
| 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 | $0 | 465 |
| Number of Managed Accounts | $0 | 438 |
| Number of Non-Managed Accounts | $0 | 433 |
| Total fiduciary and related assets | $0 | 463 |
| Managed Assets ($) | $0 | 438 |
| Non-managed Assets ($) | $0 | 431 |
| Memoranda | ||
| Gross Fiduciary activities income | $276,000 | 373 |
| 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 | $365,000 | 473 |
| Number of Managed Accounts | $296,000 | 407 |
| Number of Non-Managed Accounts | $69,000 | 502 |
| Total fiduciary and related assets | $195,324,000 | 419 |
| Managed Assets ($) | $164,142,000 | 368 |
| Non-managed Assets ($) | $31,182,000 | 421 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,208,000 | 338 |
| 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 | $889,000 | 352 |
| 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 | $566,000 | 360 |
| 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 | $251,000 | 383 |
| 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 | $363,000 | 485 |
| Number of Managed Accounts | $282,000 | 428 |
| Number of Non-Managed Accounts | $81,000 | 485 |
| Total fiduciary and related assets | $176,788,000 | 430 |
| Managed Assets ($) | $147,801,000 | 391 |
| Non-managed Assets ($) | $28,987,000 | 442 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,043,000 | 373 |
| 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 | $783,000 | 383 |
| 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 | $519,000 | 388 |
| 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 | $241,000 | 410 |
| 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 | $379,000 | 497 |
| Number of Managed Accounts | $281,000 | 450 |
| Number of Non-Managed Accounts | $98,000 | 433 |
| Total fiduciary and related assets | $157,371,000 | 452 |
| Managed Assets ($) | $122,315,000 | 428 |
| Non-managed Assets ($) | $35,056,000 | 411 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,002,000 | 407 |
| 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 | $416,000 | 443 |
| Number of Managed Accounts | $314,000 | 399 |
| Number of Non-Managed Accounts | $102,000 | 402 |
| Total fiduciary and related assets | $174,056,000 | 420 |
| Managed Assets ($) | $135,982,000 | 395 |
| Non-managed Assets ($) | $38,074,000 | 385 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,126,000 | 394 |
| 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 | $1,441,000 | 350 |
| 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 | $1,316,000 | 400 |
| 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 | $1,089,000 | 439 |
| 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 | $875,000 | 507 |
| 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 | $690,000 | 620 |
| 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 | $615,000 | 676 |
| 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 | $565,000 | 701 |
| 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 | $575,000 | 716 |
| 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 | $500,000 | 765 |