Home > The First National Bank of Mount Dora > Fiduciary and Related Services
The First National Bank of Mount Dora, 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 | $1,297,000 | 200 |
| Number of Managed Accounts | $1,077,000 | 193 |
| Number of Non-Managed Accounts | $220,000 | 154 |
| Total fiduciary and related assets | $939,088,000 | 260 |
| Managed Assets ($) | $848,132,000 | 232 |
| Non-managed Assets ($) | $90,956,000 | 293 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,562,000 | 231 |
| 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 | $1,287,000 | 192 |
| Number of Managed Accounts | $1,065,000 | 188 |
| Number of Non-Managed Accounts | $222,000 | 131 |
| Total fiduciary and related assets | $893,312,000 | 253 |
| Managed Assets ($) | $803,410,000 | 230 |
| Non-managed Assets ($) | $89,902,000 | 246 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,927,000 | 231 |
| 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 | $1,270,000 | 197 |
| Number of Managed Accounts | $1,052,000 | 186 |
| Number of Non-Managed Accounts | $218,000 | 145 |
| Total fiduciary and related assets | $906,746,000 | 255 |
| Managed Assets ($) | $814,933,000 | 233 |
| Non-managed Assets ($) | $91,813,000 | 278 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,257,000 | 226 |
| 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 | $1,286,000 | 200 |
| Number of Managed Accounts | $1,070,000 | 190 |
| Number of Non-Managed Accounts | $216,000 | 139 |
| Total fiduciary and related assets | $895,019,000 | 258 |
| Managed Assets ($) | $800,525,000 | 236 |
| Non-managed Assets ($) | $94,494,000 | 251 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,539,000 | 241 |
| 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 | $1,266,000 | 208 |
| Number of Managed Accounts | $1,055,000 | 199 |
| Number of Non-Managed Accounts | $211,000 | 170 |
| Total fiduciary and related assets | $885,761,000 | 265 |
| Managed Assets ($) | $767,665,000 | 243 |
| Non-managed Assets ($) | $118,096,000 | 256 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,249,000 | 244 |
| 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 | $1,270,000 | 205 |
| Number of Managed Accounts | $1,058,000 | 195 |
| Number of Non-Managed Accounts | $212,000 | 141 |
| Total fiduciary and related assets | $836,404,000 | 258 |
| Managed Assets ($) | $710,292,000 | 240 |
| Non-managed Assets ($) | $126,112,000 | 226 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,612,000 | 247 |
| 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 | $1,257,000 | 187 |
| Number of Managed Accounts | $1,050,000 | 183 |
| Number of Non-Managed Accounts | $207,000 | 130 |
| Total fiduciary and related assets | $736,100,000 | 241 |
| Managed Assets ($) | $703,018,000 | 218 |
| Non-managed Assets ($) | $33,082,000 | 315 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,133,000 | 213 |
| 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 | $1,248,000 | 188 |
| Number of Managed Accounts | $1,049,000 | 179 |
| Number of Non-Managed Accounts | $199,000 | 130 |
| Total fiduciary and related assets | $772,489,000 | 240 |
| Managed Assets ($) | $735,910,000 | 221 |
| Non-managed Assets ($) | $36,579,000 | 267 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,510,000 | 219 |
| 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 | $1,222,000 | 195 |
| Number of Managed Accounts | $1,020,000 | 188 |
| Number of Non-Managed Accounts | $202,000 | 152 |
| Total fiduciary and related assets | $782,979,000 | 252 |
| Managed Assets ($) | $745,747,000 | 225 |
| Non-managed Assets ($) | $37,232,000 | 370 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,697,000 | 220 |
| 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 | $1,209,000 | 192 |
| Number of Managed Accounts | $1,009,000 | 185 |
| Number of Non-Managed Accounts | $200,000 | 127 |
| Total fiduciary and related assets | $736,993,000 | 244 |
| Managed Assets ($) | $701,338,000 | 224 |
| Non-managed Assets ($) | $35,655,000 | 263 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,265,000 | 220 |
| 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 | $983,000 | 190 |
| Number of Non-Managed Accounts | $200,000 | 132 |
| Total fiduciary and related assets | $741,973,000 | 252 |
| Managed Assets ($) | $703,550,000 | 227 |
| Non-managed Assets ($) | $38,423,000 | 304 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,813,000 | 218 |
| 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 | $971,000 | 188 |
| Number of Non-Managed Accounts | $191,000 | 134 |
| Total fiduciary and related assets | $719,182,000 | 243 |
| Managed Assets ($) | $683,691,000 | 226 |
| Non-managed Assets ($) | $35,491,000 | 263 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,402,000 | 217 |
| 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 | $1,154,000 | 200 |
| Number of Managed Accounts | $966,000 | 196 |
| Number of Non-Managed Accounts | $188,000 | 163 |
| Total fiduciary and related assets | $692,242,000 | 255 |
| Managed Assets ($) | $659,354,000 | 232 |
| Non-managed Assets ($) | $32,888,000 | 376 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,898,000 | 224 |
| 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 | $1,140,000 | 195 |
| Number of Managed Accounts | $948,000 | 189 |
| Number of Non-Managed Accounts | $192,000 | 130 |
| Total fiduciary and related assets | $653,104,000 | 243 |
| Managed Assets ($) | $622,390,000 | 221 |
| Non-managed Assets ($) | $30,714,000 | 271 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,644,000 | 223 |
| 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 | $1,126,000 | 206 |
| Number of Managed Accounts | $929,000 | 197 |
| Number of Non-Managed Accounts | $197,000 | 138 |
| Total fiduciary and related assets | $617,109,000 | 258 |
| Managed Assets ($) | $584,784,000 | 232 |
| Non-managed Assets ($) | $32,325,000 | 307 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,417,000 | 223 |
| 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 | $1,129,000 | 198 |
| Number of Managed Accounts | $926,000 | 189 |
| Number of Non-Managed Accounts | $203,000 | 132 |
| Total fiduciary and related assets | $556,023,000 | 248 |
| Managed Assets ($) | $525,887,000 | 224 |
| Non-managed Assets ($) | $30,136,000 | 267 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,248,000 | 222 |
| 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 | $1,177,000 | 199 |
| Number of Managed Accounts | $927,000 | 197 |
| Number of Non-Managed Accounts | $250,000 | 147 |
| Total fiduciary and related assets | $617,367,000 | 263 |
| Managed Assets ($) | $584,464,000 | 233 |
| Non-managed Assets ($) | $32,903,000 | 373 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,709,000 | 223 |
| 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 | $1,179,000 | 189 |
| Number of Managed Accounts | $931,000 | 191 |
| Number of Non-Managed Accounts | $248,000 | 123 |
| Total fiduciary and related assets | $609,525,000 | 252 |
| Managed Assets ($) | $574,590,000 | 229 |
| Non-managed Assets ($) | $34,935,000 | 270 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,529,000 | 219 |
| 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 | $1,148,000 | 192 |
| Number of Managed Accounts | $906,000 | 199 |
| Number of Non-Managed Accounts | $242,000 | 128 |
| Total fiduciary and related assets | $606,498,000 | 259 |
| Managed Assets ($) | $571,898,000 | 232 |
| Non-managed Assets ($) | $34,600,000 | 293 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,316,000 | 220 |
| 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 | $1,144,000 | 194 |
| Number of Managed Accounts | $896,000 | 201 |
| Number of Non-Managed Accounts | $248,000 | 128 |
| Total fiduciary and related assets | $588,161,000 | 260 |
| Managed Assets ($) | $554,296,000 | 232 |
| Non-managed Assets ($) | $33,865,000 | 299 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,086,000 | 228 |
| 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 | $1,142,000 | 196 |
| Number of Managed Accounts | $890,000 | 201 |
| Number of Non-Managed Accounts | $252,000 | 146 |
| Total fiduciary and related assets | $540,092,000 | 264 |
| Managed Assets ($) | $507,234,000 | 232 |
| Non-managed Assets ($) | $32,858,000 | 375 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,439,000 | 225 |
| 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 | $1,113,000 | 194 |
| Number of Managed Accounts | $867,000 | 201 |
| Number of Non-Managed Accounts | $246,000 | 128 |
| Total fiduciary and related assets | $567,405,000 | 265 |
| Managed Assets ($) | $534,571,000 | 234 |
| Non-managed Assets ($) | $32,834,000 | 303 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,357,000 | 225 |
| 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 | $1,119,000 | 196 |
| Number of Managed Accounts | $868,000 | 203 |
| Number of Non-Managed Accounts | $251,000 | 127 |
| Total fiduciary and related assets | $554,135,000 | 266 |
| Managed Assets ($) | $522,895,000 | 233 |
| Non-managed Assets ($) | $31,240,000 | 305 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,222,000 | 228 |
| 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 | $1,124,000 | 196 |
| Number of Managed Accounts | $871,000 | 201 |
| Number of Non-Managed Accounts | $253,000 | 128 |
| Total fiduciary and related assets | $529,319,000 | 277 |
| Managed Assets ($) | $499,166,000 | 237 |
| Non-managed Assets ($) | $30,153,000 | 308 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,112,000 | 228 |
| 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 | $1,099,000 | 207 |
| Number of Managed Accounts | $856,000 | 207 |
| Number of Non-Managed Accounts | $243,000 | 153 |
| Total fiduciary and related assets | $535,296,000 | 272 |
| Managed Assets ($) | $506,269,000 | 231 |
| Non-managed Assets ($) | $29,027,000 | 401 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,115,000 | 228 |
| 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 | $1,087,000 | 203 |
| Number of Managed Accounts | $840,000 | 204 |
| Number of Non-Managed Accounts | $247,000 | 126 |
| Total fiduciary and related assets | $523,427,000 | 275 |
| Managed Assets ($) | $491,641,000 | 236 |
| Non-managed Assets ($) | $31,786,000 | 304 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,034,000 | 231 |
| 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 | $1,096,000 | 199 |
| Number of Managed Accounts | $829,000 | 206 |
| Number of Non-Managed Accounts | $267,000 | 121 |
| Total fiduciary and related assets | $501,387,000 | 276 |
| Managed Assets ($) | $470,071,000 | 240 |
| Non-managed Assets ($) | $31,316,000 | 302 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,983,000 | 235 |
| 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 | $1,071,000 | 201 |
| Number of Managed Accounts | $809,000 | 211 |
| Number of Non-Managed Accounts | $262,000 | 122 |
| Total fiduciary and related assets | $491,275,000 | 276 |
| Managed Assets ($) | $461,788,000 | 243 |
| Non-managed Assets ($) | $29,487,000 | 301 |
| Memoranda | ||
| Gross Fiduciary activities income | $966,000 | 236 |
| 2016-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,030,000 | 213 |
| Number of Managed Accounts | $774,000 | 212 |
| Number of Non-Managed Accounts | $256,000 | 146 |
| Total fiduciary and related assets | $474,983,000 | 277 |
| Managed Assets ($) | $444,175,000 | 248 |
| Non-managed Assets ($) | $30,808,000 | 387 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,590,000 | 242 |
| 2016-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,009,000 | 210 |
| Number of Managed Accounts | $751,000 | 213 |
| Number of Non-Managed Accounts | $258,000 | 127 |
| Total fiduciary and related assets | $470,207,000 | 277 |
| Managed Assets ($) | $431,029,000 | 248 |
| Non-managed Assets ($) | $39,178,000 | 296 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,623,000 | 243 |
| 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 | $992,000 | 214 |
| Number of Managed Accounts | $736,000 | 216 |
| Number of Non-Managed Accounts | $256,000 | 127 |
| Total fiduciary and related assets | $461,254,000 | 282 |
| Managed Assets ($) | $422,964,000 | 252 |
| Non-managed Assets ($) | $38,290,000 | 300 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,732,000 | 248 |
| 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 | $975,000 | 213 |
| Number of Managed Accounts | $713,000 | 220 |
| Number of Non-Managed Accounts | $262,000 | 126 |
| Total fiduciary and related assets | $449,596,000 | 281 |
| Managed Assets ($) | $411,862,000 | 251 |
| Non-managed Assets ($) | $37,734,000 | 298 |
| Memoranda | ||
| Gross Fiduciary activities income | $863,000 | 242 |
| 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 | $960,000 | 223 |
| Number of Managed Accounts | $696,000 | 228 |
| Number of Non-Managed Accounts | $264,000 | 148 |
| Total fiduciary and related assets | $443,201,000 | 280 |
| Managed Assets ($) | $409,358,000 | 252 |
| Non-managed Assets ($) | $33,843,000 | 373 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,343,000 | 254 |
| 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 | $950,000 | 220 |
| Number of Managed Accounts | $688,000 | 225 |
| Number of Non-Managed Accounts | $262,000 | 124 |
| Total fiduciary and related assets | $436,149,000 | 281 |
| Managed Assets ($) | $406,352,000 | 248 |
| Non-managed Assets ($) | $29,797,000 | 308 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,502,000 | 258 |
| 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 | $968,000 | 217 |
| Number of Managed Accounts | $704,000 | 225 |
| Number of Non-Managed Accounts | $264,000 | 126 |
| Total fiduciary and related assets | $450,396,000 | 284 |
| Managed Assets ($) | $421,340,000 | 250 |
| Non-managed Assets ($) | $29,056,000 | 314 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,635,000 | 263 |
| 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 | $961,000 | 216 |
| Number of Managed Accounts | $700,000 | 222 |
| Number of Non-Managed Accounts | $261,000 | 130 |
| Total fiduciary and related assets | $454,948,000 | 286 |
| Managed Assets ($) | $426,371,000 | 252 |
| Non-managed Assets ($) | $28,577,000 | 317 |
| Memoranda | ||
| Gross Fiduciary activities income | $793,000 | 269 |
| 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 | $948,000 | 226 |
| Number of Managed Accounts | $696,000 | 230 |
| Number of Non-Managed Accounts | $252,000 | 162 |
| Total fiduciary and related assets | $452,971,000 | 288 |
| Managed Assets ($) | $425,664,000 | 250 |
| Non-managed Assets ($) | $27,307,000 | 428 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,116,000 | 268 |
| 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 | $994,000 | 212 |
| Number of Managed Accounts | $744,000 | 216 |
| Number of Non-Managed Accounts | $250,000 | 132 |
| Total fiduciary and related assets | $439,740,000 | 289 |
| Managed Assets ($) | $414,516,000 | 250 |
| Non-managed Assets ($) | $25,224,000 | 319 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,310,000 | 271 |
| 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 | $999,000 | 213 |
| Number of Managed Accounts | $751,000 | 210 |
| Number of Non-Managed Accounts | $248,000 | 132 |
| Total fiduciary and related assets | $447,022,000 | 286 |
| Managed Assets ($) | $422,661,000 | 249 |
| Non-managed Assets ($) | $24,361,000 | 319 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,433,000 | 279 |
| 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 | $997,000 | 213 |
| Number of Managed Accounts | $764,000 | 204 |
| Number of Non-Managed Accounts | $233,000 | 138 |
| Total fiduciary and related assets | $442,952,000 | 288 |
| Managed Assets ($) | $421,551,000 | 246 |
| Non-managed Assets ($) | $21,401,000 | 328 |
| Memoranda | ||
| Gross Fiduciary activities income | $708,000 | 280 |
| 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 | $976,000 | 225 |
| Number of Managed Accounts | $818,000 | 195 |
| Number of Non-Managed Accounts | $158,000 | 229 |
| Total fiduciary and related assets | $441,647,000 | 287 |
| Managed Assets ($) | $430,119,000 | 240 |
| Non-managed Assets ($) | $11,528,000 | 584 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,121,000 | 250 |
| 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 | $974,000 | 211 |
| Number of Managed Accounts | $820,000 | 184 |
| Number of Non-Managed Accounts | $154,000 | 170 |
| Total fiduciary and related assets | $413,291,000 | 290 |
| Managed Assets ($) | $402,077,000 | 243 |
| Non-managed Assets ($) | $11,214,000 | 338 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,418,000 | 247 |
| 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 | $985,000 | 206 |
| Number of Managed Accounts | $837,000 | 179 |
| Number of Non-Managed Accounts | $148,000 | 175 |
| Total fiduciary and related assets | $407,565,000 | 287 |
| Managed Assets ($) | $396,904,000 | 237 |
| Non-managed Assets ($) | $10,661,000 | 343 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,450,000 | 266 |
| 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 | $967,000 | 213 |
| Number of Managed Accounts | $708,000 | 208 |
| Number of Non-Managed Accounts | $259,000 | 136 |
| Total fiduciary and related assets | $405,864,000 | 286 |
| Managed Assets ($) | $382,996,000 | 240 |
| Non-managed Assets ($) | $22,868,000 | 320 |
| Memoranda | ||
| Gross Fiduciary activities income | $671,000 | 275 |
| 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 | $881,000 | 238 |
| Number of Managed Accounts | $665,000 | 224 |
| Number of Non-Managed Accounts | $216,000 | 197 |
| Total fiduciary and related assets | $377,042,000 | 295 |
| Managed Assets ($) | $358,055,000 | 247 |
| Non-managed Assets ($) | $18,987,000 | 496 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,690,000 | 259 |
| 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 | $881,000 | 222 |
| Number of Managed Accounts | $659,000 | 215 |
| Number of Non-Managed Accounts | $222,000 | 141 |
| Total fiduciary and related assets | $385,965,000 | 288 |
| Managed Assets ($) | $366,960,000 | 240 |
| Non-managed Assets ($) | $19,005,000 | 309 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,018,000 | 256 |
| 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 | $888,000 | 219 |
| Number of Managed Accounts | $663,000 | 214 |
| Number of Non-Managed Accounts | $225,000 | 141 |
| Total fiduciary and related assets | $376,335,000 | 283 |
| Managed Assets ($) | $357,964,000 | 234 |
| Non-managed Assets ($) | $18,371,000 | 312 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,376,000 | 252 |
| 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 | $899,000 | 215 |
| Number of Managed Accounts | $660,000 | 213 |
| Number of Non-Managed Accounts | $239,000 | 137 |
| Total fiduciary and related assets | $381,442,000 | 280 |
| Managed Assets ($) | $362,964,000 | 233 |
| Non-managed Assets ($) | $18,478,000 | 309 |
| Memoranda | ||
| Gross Fiduciary activities income | $649,000 | 262 |
| 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 | $890,000 | 232 |
| Number of Managed Accounts | $653,000 | 227 |
| Number of Non-Managed Accounts | $237,000 | 180 |
| Total fiduciary and related assets | $360,533,000 | 285 |
| Managed Assets ($) | $343,638,000 | 240 |
| Non-managed Assets ($) | $16,895,000 | 513 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,609,000 | 224 |
| 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 | $915,000 | 215 |
| Number of Managed Accounts | $663,000 | 213 |
| Number of Non-Managed Accounts | $252,000 | 135 |
| Total fiduciary and related assets | $352,845,000 | 279 |
| Managed Assets ($) | $336,606,000 | 237 |
| Non-managed Assets ($) | $16,239,000 | 321 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,995,000 | 222 |
| 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 | $928,000 | 213 |
| Number of Managed Accounts | $659,000 | 213 |
| Number of Non-Managed Accounts | $269,000 | 131 |
| Total fiduciary and related assets | $374,097,000 | 277 |
| Managed Assets ($) | $357,190,000 | 234 |
| Non-managed Assets ($) | $16,907,000 | 321 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,352,000 | 218 |
| 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 | $942,000 | 212 |
| Number of Managed Accounts | $659,000 | 209 |
| Number of Non-Managed Accounts | $283,000 | 128 |
| Total fiduciary and related assets | $371,362,000 | 284 |
| Managed Assets ($) | $353,542,000 | 237 |
| Non-managed Assets ($) | $17,820,000 | 317 |
| Memoranda | ||
| Gross Fiduciary activities income | $674,000 | 222 |
| 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 | $923,000 | 234 |
| Number of Managed Accounts | $645,000 | 227 |
| Number of Non-Managed Accounts | $278,000 | 172 |
| Total fiduciary and related assets | $360,416,000 | 284 |
| Managed Assets ($) | $342,702,000 | 239 |
| Non-managed Assets ($) | $17,714,000 | 511 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,522,000 | 224 |
| 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 | $915,000 | 217 |
| Number of Managed Accounts | $630,000 | 218 |
| Number of Non-Managed Accounts | $285,000 | 131 |
| Total fiduciary and related assets | $354,177,000 | 276 |
| Managed Assets ($) | $336,930,000 | 233 |
| Non-managed Assets ($) | $17,247,000 | 317 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,872,000 | 219 |
| 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 | $889,000 | 222 |
| Number of Managed Accounts | $610,000 | 223 |
| Number of Non-Managed Accounts | $279,000 | 134 |
| Total fiduciary and related assets | $332,310,000 | 277 |
| Managed Assets ($) | $313,358,000 | 233 |
| Non-managed Assets ($) | $18,952,000 | 315 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,251,000 | 219 |
| 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 | $894,000 | 220 |
| Number of Managed Accounts | $605,000 | 222 |
| Number of Non-Managed Accounts | $289,000 | 137 |
| Total fiduciary and related assets | $347,145,000 | 281 |
| Managed Assets ($) | $326,521,000 | 236 |
| Non-managed Assets ($) | $20,624,000 | 315 |
| Memoranda | ||
| Gross Fiduciary activities income | $625,000 | 223 |
| 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 | $877,000 | 248 |
| Number of Managed Accounts | $595,000 | 244 |
| Number of Non-Managed Accounts | $282,000 | 186 |
| Total fiduciary and related assets | $339,484,000 | 282 |
| Managed Assets ($) | $318,774,000 | 240 |
| Non-managed Assets ($) | $20,710,000 | 494 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,412,000 | 220 |
| 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 | $875,000 | 231 |
| Number of Managed Accounts | $602,000 | 230 |
| Number of Non-Managed Accounts | $273,000 | 137 |
| Total fiduciary and related assets | $336,033,000 | 281 |
| Managed Assets ($) | $317,963,000 | 238 |
| Non-managed Assets ($) | $18,070,000 | 302 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,799,000 | 218 |
| 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 | $875,000 | 234 |
| Number of Managed Accounts | $609,000 | 227 |
| Number of Non-Managed Accounts | $266,000 | 143 |
| Total fiduciary and related assets | $319,824,000 | 282 |
| Managed Assets ($) | $302,384,000 | 239 |
| Non-managed Assets ($) | $17,440,000 | 301 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,200,000 | 222 |
| 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 | $866,000 | 234 |
| Number of Managed Accounts | $597,000 | 229 |
| Number of Non-Managed Accounts | $269,000 | 141 |
| Total fiduciary and related assets | $300,017,000 | 289 |
| Managed Assets ($) | $283,327,000 | 243 |
| Non-managed Assets ($) | $16,690,000 | 302 |
| Memoranda | ||
| Gross Fiduciary activities income | $611,000 | 225 |
| 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 | $854,000 | 264 |
| Number of Managed Accounts | $599,000 | 248 |
| Number of Non-Managed Accounts | $255,000 | 201 |
| Total fiduciary and related assets | $315,651,000 | 292 |
| Managed Assets ($) | $299,222,000 | 241 |
| Non-managed Assets ($) | $16,429,000 | 513 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,629,000 | 222 |
| 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 | $851,000 | 236 |
| Number of Managed Accounts | $590,000 | 230 |
| Number of Non-Managed Accounts | $261,000 | 147 |
| Total fiduciary and related assets | $344,637,000 | 289 |
| Managed Assets ($) | $326,520,000 | 241 |
| Non-managed Assets ($) | $18,117,000 | 329 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,042,000 | 227 |
| 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 | $827,000 | 248 |
| Number of Managed Accounts | $576,000 | 236 |
| Number of Non-Managed Accounts | $251,000 | 156 |
| Total fiduciary and related assets | $347,427,000 | 295 |
| Managed Assets ($) | $329,700,000 | 245 |
| Non-managed Assets ($) | $17,727,000 | 333 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,391,000 | 228 |
| 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 | $816,000 | 252 |
| Number of Managed Accounts | $565,000 | 241 |
| Number of Non-Managed Accounts | $251,000 | 157 |
| Total fiduciary and related assets | $344,488,000 | 308 |
| Managed Assets ($) | $325,721,000 | 255 |
| Non-managed Assets ($) | $18,767,000 | 337 |
| Memoranda | ||
| Gross Fiduciary activities income | $690,000 | 233 |
| 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 | $796,000 | 273 |
| Number of Managed Accounts | $627,000 | 233 |
| Number of Non-Managed Accounts | $169,000 | 259 |
| Total fiduciary and related assets | $352,175,000 | 310 |
| Managed Assets ($) | $336,389,000 | 256 |
| Non-managed Assets ($) | $15,786,000 | 551 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,747,000 | 228 |
| 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 | $813,000 | 246 |
| Number of Managed Accounts | $635,000 | 218 |
| Number of Non-Managed Accounts | $178,000 | 170 |
| Total fiduciary and related assets | $356,442,000 | 306 |
| Managed Assets ($) | $338,648,000 | 249 |
| Non-managed Assets ($) | $17,794,000 | 321 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,078,000 | 225 |
| 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 | $814,000 | 250 |
| Number of Managed Accounts | $633,000 | 224 |
| Number of Non-Managed Accounts | $181,000 | 174 |
| Total fiduciary and related assets | $354,912,000 | 313 |
| Managed Assets ($) | $335,849,000 | 256 |
| Non-managed Assets ($) | $19,063,000 | 329 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,388,000 | 231 |
| 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 | $805,000 | 248 |
| Number of Managed Accounts | $637,000 | 220 |
| Number of Non-Managed Accounts | $168,000 | 184 |
| Total fiduciary and related assets | $346,802,000 | 313 |
| Managed Assets ($) | $326,795,000 | 254 |
| Non-managed Assets ($) | $20,007,000 | 329 |
| Memoranda | ||
| Gross Fiduciary activities income | $706,000 | 229 |
| 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 | $805,000 | 268 |
| Number of Managed Accounts | $632,000 | 235 |
| Number of Non-Managed Accounts | $173,000 | 263 |
| Total fiduciary and related assets | $339,805,000 | 316 |
| Managed Assets ($) | $320,620,000 | 260 |
| Non-managed Assets ($) | $19,185,000 | 529 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,861,000 | 213 |
| 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 | $806,000 | 248 |
| Number of Managed Accounts | $631,000 | 227 |
| Number of Non-Managed Accounts | $175,000 | 192 |
| Total fiduciary and related assets | $330,026,000 | 321 |
| Managed Assets ($) | $309,364,000 | 267 |
| Non-managed Assets ($) | $20,662,000 | 322 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,190,000 | 213 |
| 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 | $786,000 | 254 |
| Number of Managed Accounts | $610,000 | 235 |
| Number of Non-Managed Accounts | $176,000 | 196 |
| Total fiduciary and related assets | $330,783,000 | 321 |
| Managed Assets ($) | $303,093,000 | 270 |
| Non-managed Assets ($) | $27,690,000 | 319 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,505,000 | 215 |
| 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 | $778,000 | 258 |
| Number of Managed Accounts | $600,000 | 234 |
| Number of Non-Managed Accounts | $178,000 | 197 |
| Total fiduciary and related assets | $334,439,000 | 317 |
| Managed Assets ($) | $305,906,000 | 267 |
| Non-managed Assets ($) | $28,533,000 | 319 |
| Memoranda | ||
| Gross Fiduciary activities income | $757,000 | 217 |
| 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 | $751,000 | 286 |
| Number of Managed Accounts | $583,000 | 258 |
| Number of Non-Managed Accounts | $168,000 | 280 |
| Total fiduciary and related assets | $330,381,000 | 321 |
| Managed Assets ($) | $300,642,000 | 266 |
| Non-managed Assets ($) | $29,739,000 | 437 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,615,000 | 224 |
| 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 | $761,000 | 252 |
| Number of Managed Accounts | $597,000 | 233 |
| Number of Non-Managed Accounts | $164,000 | 204 |
| Total fiduciary and related assets | $323,943,000 | 317 |
| Managed Assets ($) | $301,137,000 | 261 |
| Non-managed Assets ($) | $22,806,000 | 320 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,974,000 | 220 |
| 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 | $753,000 | 254 |
| Number of Managed Accounts | $587,000 | 237 |
| Number of Non-Managed Accounts | $166,000 | 206 |
| Total fiduciary and related assets | $317,953,000 | 317 |
| Managed Assets ($) | $295,293,000 | 259 |
| Non-managed Assets ($) | $22,660,000 | 326 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,323,000 | 216 |
| 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 | $759,000 | 254 |
| Number of Managed Accounts | $587,000 | 237 |
| Number of Non-Managed Accounts | $172,000 | 201 |
| Total fiduciary and related assets | $307,195,000 | 323 |
| Managed Assets ($) | $283,783,000 | 271 |
| Non-managed Assets ($) | $23,412,000 | 325 |
| Memoranda | ||
| Gross Fiduciary activities income | $672,000 | 216 |
| 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 | $743,000 | 282 |
| Number of Managed Accounts | $581,000 | 248 |
| Number of Non-Managed Accounts | $162,000 | 296 |
| Total fiduciary and related assets | $307,832,000 | 327 |
| Managed Assets ($) | $285,236,000 | 268 |
| Non-managed Assets ($) | $22,596,000 | 478 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,306,000 | 233 |
| 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 | $749,000 | 248 |
| Number of Managed Accounts | $587,000 | 232 |
| Number of Non-Managed Accounts | $162,000 | 213 |
| Total fiduciary and related assets | $289,958,000 | 331 |
| Managed Assets ($) | $268,095,000 | 268 |
| Non-managed Assets ($) | $21,863,000 | 325 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,773,000 | 232 |
| 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 | $741,000 | 255 |
| Number of Managed Accounts | $583,000 | 233 |
| Number of Non-Managed Accounts | $158,000 | 223 |
| Total fiduciary and related assets | $283,829,000 | 335 |
| Managed Assets ($) | $263,852,000 | 268 |
| Non-managed Assets ($) | $19,977,000 | 338 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,206,000 | 234 |
| 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 | $726,000 | 260 |
| Number of Managed Accounts | $578,000 | 235 |
| Number of Non-Managed Accounts | $148,000 | 225 |
| Total fiduciary and related assets | $285,642,000 | 336 |
| Managed Assets ($) | $265,826,000 | 270 |
| Non-managed Assets ($) | $19,816,000 | 339 |
| Memoranda | ||
| Gross Fiduciary activities income | $633,000 | 230 |
| 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 | $716,000 | 307 |
| Number of Managed Accounts | $572,000 | 264 |
| Number of Non-Managed Accounts | $144,000 | 336 |
| Total fiduciary and related assets | $284,224,000 | 348 |
| Managed Assets ($) | $265,493,000 | 269 |
| Non-managed Assets ($) | $18,731,000 | 531 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,151,000 | 246 |
| 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 | $716,000 | 278 |
| Number of Managed Accounts | $575,000 | 251 |
| Number of Non-Managed Accounts | $141,000 | 242 |
| Total fiduciary and related assets | $276,727,000 | 347 |
| Managed Assets ($) | $258,961,000 | 269 |
| Non-managed Assets ($) | $17,766,000 | 355 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,613,000 | 256 |
| 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 | $718,000 | 281 |
| Number of Managed Accounts | $582,000 | 246 |
| Number of Non-Managed Accounts | $136,000 | 254 |
| Total fiduciary and related assets | $275,359,000 | 353 |
| Managed Assets ($) | $258,596,000 | 271 |
| Non-managed Assets ($) | $16,763,000 | 364 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,078,000 | 262 |
| 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 | $707,000 | 284 |
| Number of Managed Accounts | $586,000 | 252 |
| Number of Non-Managed Accounts | $121,000 | 269 |
| Total fiduciary and related assets | $258,497,000 | 359 |
| Managed Assets ($) | $243,214,000 | 281 |
| Non-managed Assets ($) | $15,283,000 | 369 |
| Memoranda | ||
| Gross Fiduciary activities income | $544,000 | 269 |
| 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 | $599,000 | 364 |
| Number of Managed Accounts | $564,000 | 280 |
| Number of Non-Managed Accounts | $35,000 | 715 |
| Total fiduciary and related assets | $254,337,000 | 366 |
| Managed Assets ($) | $242,612,000 | 285 |
| Non-managed Assets ($) | $11,725,000 | 620 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,182,000 | 273 |
| 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 | $588,000 | 348 |
| Number of Managed Accounts | $560,000 | 265 |
| Number of Non-Managed Accounts | $28,000 | 748 |
| Total fiduciary and related assets | $273,881,000 | 344 |
| Managed Assets ($) | $260,273,000 | 269 |
| Non-managed Assets ($) | $13,608,000 | 573 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,118,000 | 282 |
| 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 | $2,182,000 | 277 |
| 1999-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1998-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1997-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1996-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1995-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1994-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1993-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1992-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |