Home > Thomasville National Bank > Fiduciary and Related Services
Thomasville National Bank, Fiduciary and Related Services
| 2024-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 6 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $4,135,000 | 81 |
| Number of Managed Accounts | $3,368,000 | 70 |
| Number of Non-Managed Accounts | $767,000 | 74 |
| Total fiduciary and related assets | $3,651,305,000 | 138 |
| Managed Assets ($) | $2,528,666,000 | 129 |
| Non-managed Assets ($) | $1,122,639,000 | 121 |
| Memoranda | ||
| Gross Fiduciary activities income | $19,065,000 | 137 |
| 2024-09-30 | 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 | $4,083,000 | 83 |
| Number of Managed Accounts | $3,322,000 | 72 |
| Number of Non-Managed Accounts | $761,000 | 72 |
| Total fiduciary and related assets | $3,593,465,000 | 137 |
| Managed Assets ($) | $2,491,966,000 | 128 |
| Non-managed Assets ($) | $1,101,499,000 | 122 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,023,000 | 142 |
| 2024-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 2 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $4,057,000 | 85 |
| Number of Managed Accounts | $3,287,000 | 74 |
| Number of Non-Managed Accounts | $770,000 | 73 |
| Total fiduciary and related assets | $3,428,099,000 | 141 |
| Managed Assets ($) | $2,355,160,000 | 133 |
| Non-managed Assets ($) | $1,072,939,000 | 125 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,162,000 | 150 |
| 2024-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 7 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,954,000 | 85 |
| Number of Managed Accounts | $3,217,000 | 74 |
| Number of Non-Managed Accounts | $737,000 | 72 |
| Total fiduciary and related assets | $3,402,083,000 | 141 |
| Managed Assets ($) | $2,328,464,000 | 133 |
| Non-managed Assets ($) | $1,073,619,000 | 126 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,497,000 | 134 |
| 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 | $3,800,000 | 87 |
| Number of Managed Accounts | $3,086,000 | 74 |
| Number of Non-Managed Accounts | $714,000 | 76 |
| Total fiduciary and related assets | $3,165,043,000 | 139 |
| Managed Assets ($) | $2,165,014,000 | 130 |
| Non-managed Assets ($) | $1,000,029,000 | 125 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,875,000 | 136 |
| 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 | $3,790,000 | 86 |
| Number of Managed Accounts | $3,068,000 | 74 |
| Number of Non-Managed Accounts | $722,000 | 72 |
| Total fiduciary and related assets | $3,015,536,000 | 141 |
| Managed Assets ($) | $2,078,698,000 | 132 |
| Non-managed Assets ($) | $936,838,000 | 123 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,765,000 | 135 |
| 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 | $3,746,000 | 86 |
| Number of Managed Accounts | $3,012,000 | 72 |
| Number of Non-Managed Accounts | $734,000 | 75 |
| Total fiduciary and related assets | $2,996,093,000 | 141 |
| Managed Assets ($) | $2,078,944,000 | 129 |
| Non-managed Assets ($) | $917,149,000 | 122 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,721,000 | 134 |
| 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 | $3,673,000 | 92 |
| Number of Managed Accounts | $2,950,000 | 79 |
| Number of Non-Managed Accounts | $723,000 | 76 |
| Total fiduciary and related assets | $2,879,523,000 | 149 |
| Managed Assets ($) | $1,991,342,000 | 137 |
| Non-managed Assets ($) | $888,181,000 | 133 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,741,000 | 143 |
| 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 | $3,631,000 | 93 |
| Number of Managed Accounts | $2,913,000 | 81 |
| Number of Non-Managed Accounts | $718,000 | 81 |
| Total fiduciary and related assets | $2,763,945,000 | 154 |
| Managed Assets ($) | $1,898,500,000 | 140 |
| Non-managed Assets ($) | $865,445,000 | 131 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,641,000 | 135 |
| 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 | $3,561,000 | 90 |
| Number of Managed Accounts | $2,853,000 | 82 |
| Number of Non-Managed Accounts | $708,000 | 73 |
| Total fiduciary and related assets | $2,592,205,000 | 154 |
| Managed Assets ($) | $1,760,207,000 | 140 |
| Non-managed Assets ($) | $831,998,000 | 133 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,061,000 | 134 |
| 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 | $3,457,000 | 79 |
| Number of Managed Accounts | $2,787,000 | 76 |
| Number of Non-Managed Accounts | $670,000 | 66 |
| Total fiduciary and related assets | $2,689,689,000 | 125 |
| Managed Assets ($) | $1,824,675,000 | 120 |
| Non-managed Assets ($) | $865,014,000 | 105 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,287,000 | 111 |
| 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 | $3,384,000 | 81 |
| Number of Managed Accounts | $2,731,000 | 78 |
| Number of Non-Managed Accounts | $653,000 | 65 |
| Total fiduciary and related assets | $2,955,089,000 | 124 |
| Managed Assets ($) | $2,010,401,000 | 120 |
| Non-managed Assets ($) | $944,688,000 | 108 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,163,000 | 114 |
| 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 | $3,325,000 | 82 |
| Number of Managed Accounts | $2,660,000 | 78 |
| Number of Non-Managed Accounts | $665,000 | 69 |
| Total fiduciary and related assets | $2,954,240,000 | 127 |
| Managed Assets ($) | $1,997,958,000 | 121 |
| Non-managed Assets ($) | $956,282,000 | 106 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,408,000 | 114 |
| 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 | $3,253,000 | 82 |
| Number of Managed Accounts | $2,595,000 | 81 |
| Number of Non-Managed Accounts | $658,000 | 67 |
| Total fiduciary and related assets | $2,788,903,000 | 130 |
| Managed Assets ($) | $1,953,334,000 | 122 |
| Non-managed Assets ($) | $835,569,000 | 110 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,469,000 | 115 |
| 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 | $3,173,000 | 83 |
| Number of Managed Accounts | $2,522,000 | 84 |
| Number of Non-Managed Accounts | $651,000 | 69 |
| Total fiduciary and related assets | $2,663,539,000 | 133 |
| Managed Assets ($) | $1,880,231,000 | 127 |
| Non-managed Assets ($) | $783,308,000 | 111 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,332,000 | 116 |
| 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 | $3,119,000 | 83 |
| Number of Managed Accounts | $2,491,000 | 87 |
| Number of Non-Managed Accounts | $628,000 | 70 |
| Total fiduciary and related assets | $2,453,441,000 | 135 |
| Managed Assets ($) | $1,695,495,000 | 131 |
| Non-managed Assets ($) | $757,946,000 | 109 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,597,000 | 119 |
| 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 | $3,012,000 | 92 |
| Number of Managed Accounts | $2,375,000 | 91 |
| Number of Non-Managed Accounts | $637,000 | 78 |
| Total fiduciary and related assets | $2,286,989,000 | 139 |
| Managed Assets ($) | $1,599,585,000 | 135 |
| Non-managed Assets ($) | $687,404,000 | 115 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,209,000 | 126 |
| 2020-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,932,000 | 88 |
| Number of Managed Accounts | $2,308,000 | 92 |
| Number of Non-Managed Accounts | $624,000 | 70 |
| Total fiduciary and related assets | $2,083,713,000 | 138 |
| Managed Assets ($) | $1,437,900,000 | 137 |
| Non-managed Assets ($) | $645,813,000 | 114 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,024,000 | 125 |
| 2020-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,837,000 | 90 |
| Number of Managed Accounts | $2,269,000 | 95 |
| Number of Non-Managed Accounts | $568,000 | 78 |
| Total fiduciary and related assets | $2,045,981,000 | 140 |
| Managed Assets ($) | $1,481,411,000 | 130 |
| Non-managed Assets ($) | $564,570,000 | 121 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,868,000 | 127 |
| 2020-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,791,000 | 93 |
| Number of Managed Accounts | $2,203,000 | 99 |
| Number of Non-Managed Accounts | $588,000 | 71 |
| Total fiduciary and related assets | $1,890,435,000 | 138 |
| Managed Assets ($) | $1,344,705,000 | 131 |
| Non-managed Assets ($) | $545,730,000 | 113 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,974,000 | 128 |
| 2019-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,756,000 | 97 |
| Number of Managed Accounts | $2,150,000 | 102 |
| Number of Non-Managed Accounts | $606,000 | 80 |
| Total fiduciary and related assets | $2,114,836,000 | 137 |
| Managed Assets ($) | $1,502,637,000 | 131 |
| Non-managed Assets ($) | $612,199,000 | 117 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,187,000 | 130 |
| 2019-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,667,000 | 99 |
| Number of Managed Accounts | $2,099,000 | 104 |
| Number of Non-Managed Accounts | $568,000 | 78 |
| Total fiduciary and related assets | $2,016,707,000 | 138 |
| Managed Assets ($) | $1,427,290,000 | 134 |
| Non-managed Assets ($) | $589,417,000 | 116 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,224,000 | 132 |
| 2019-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,591,000 | 101 |
| Number of Managed Accounts | $2,015,000 | 107 |
| Number of Non-Managed Accounts | $576,000 | 81 |
| Total fiduciary and related assets | $1,959,601,000 | 139 |
| Managed Assets ($) | $1,401,433,000 | 135 |
| Non-managed Assets ($) | $558,168,000 | 119 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,378,000 | 134 |
| 2019-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,536,000 | 103 |
| Number of Managed Accounts | $1,906,000 | 112 |
| Number of Non-Managed Accounts | $630,000 | 79 |
| Total fiduciary and related assets | $1,861,674,000 | 140 |
| Managed Assets ($) | $1,309,184,000 | 143 |
| Non-managed Assets ($) | $552,490,000 | 120 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,648,000 | 134 |
| 2018-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,424,000 | 109 |
| Number of Managed Accounts | $1,828,000 | 115 |
| Number of Non-Managed Accounts | $596,000 | 88 |
| Total fiduciary and related assets | $1,701,038,000 | 143 |
| Managed Assets ($) | $1,188,367,000 | 142 |
| Non-managed Assets ($) | $512,671,000 | 123 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,589,000 | 137 |
| 2018-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,291,000 | 112 |
| Number of Managed Accounts | $1,724,000 | 119 |
| Number of Non-Managed Accounts | $567,000 | 83 |
| Total fiduciary and related assets | $1,945,578,000 | 135 |
| Managed Assets ($) | $1,410,994,000 | 129 |
| Non-managed Assets ($) | $534,584,000 | 123 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,971,000 | 136 |
| 2018-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,251,000 | 111 |
| Number of Managed Accounts | $1,703,000 | 120 |
| Number of Non-Managed Accounts | $548,000 | 84 |
| Total fiduciary and related assets | $1,892,115,000 | 137 |
| Managed Assets ($) | $1,362,750,000 | 130 |
| Non-managed Assets ($) | $529,365,000 | 126 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,232,000 | 138 |
| 2018-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,186,000 | 114 |
| Number of Managed Accounts | $1,635,000 | 121 |
| Number of Non-Managed Accounts | $551,000 | 87 |
| Total fiduciary and related assets | $1,879,713,000 | 139 |
| Managed Assets ($) | $1,353,526,000 | 131 |
| Non-managed Assets ($) | $526,187,000 | 126 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,597,000 | 142 |
| 2017-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,102,000 | 118 |
| Number of Managed Accounts | $1,533,000 | 126 |
| Number of Non-Managed Accounts | $569,000 | 90 |
| Total fiduciary and related assets | $1,842,818,000 | 141 |
| Managed Assets ($) | $1,270,454,000 | 138 |
| Non-managed Assets ($) | $572,364,000 | 119 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,911,000 | 133 |
| 2017-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,071,000 | 119 |
| Number of Managed Accounts | $1,727,000 | 116 |
| Number of Non-Managed Accounts | $344,000 | 103 |
| Total fiduciary and related assets | $1,797,043,000 | 140 |
| Managed Assets ($) | $1,483,039,000 | 123 |
| Non-managed Assets ($) | $314,004,000 | 153 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,411,000 | 130 |
| 2017-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,083,000 | 114 |
| Number of Managed Accounts | $1,736,000 | 110 |
| Number of Non-Managed Accounts | $347,000 | 101 |
| Total fiduciary and related assets | $1,711,094,000 | 140 |
| Managed Assets ($) | $1,404,690,000 | 121 |
| Non-managed Assets ($) | $306,404,000 | 150 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,951,000 | 130 |
| 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 | $1,906,000 | 127 |
| Number of Managed Accounts | $1,564,000 | 118 |
| Number of Non-Managed Accounts | $342,000 | 103 |
| Total fiduciary and related assets | $1,636,595,000 | 141 |
| Managed Assets ($) | $1,337,839,000 | 120 |
| Non-managed Assets ($) | $298,756,000 | 149 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,426,000 | 133 |
| 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 | $1,875,000 | 130 |
| Number of Managed Accounts | $1,544,000 | 118 |
| Number of Non-Managed Accounts | $331,000 | 123 |
| Total fiduciary and related assets | $1,551,989,000 | 141 |
| Managed Assets ($) | $1,277,708,000 | 122 |
| Non-managed Assets ($) | $274,281,000 | 150 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,213,000 | 145 |
| 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 | $1,867,000 | 127 |
| Number of Managed Accounts | $1,541,000 | 116 |
| Number of Non-Managed Accounts | $326,000 | 108 |
| Total fiduciary and related assets | $1,544,363,000 | 141 |
| Managed Assets ($) | $1,249,076,000 | 125 |
| Non-managed Assets ($) | $295,287,000 | 145 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,134,000 | 142 |
| 2016-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,566,000 | 145 |
| Number of Managed Accounts | $1,461,000 | 127 |
| Number of Non-Managed Accounts | $105,000 | 198 |
| Total fiduciary and related assets | $1,426,759,000 | 145 |
| Managed Assets ($) | $1,172,637,000 | 126 |
| Non-managed Assets ($) | $254,122,000 | 154 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,005,000 | 147 |
| 2016-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,523,000 | 152 |
| Number of Managed Accounts | $1,420,000 | 130 |
| Number of Non-Managed Accounts | $103,000 | 198 |
| Total fiduciary and related assets | $1,338,270,000 | 153 |
| Managed Assets ($) | $1,086,101,000 | 133 |
| Non-managed Assets ($) | $252,169,000 | 153 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,945,000 | 146 |
| 2015-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,447,000 | 165 |
| Number of Managed Accounts | $1,337,000 | 137 |
| Number of Non-Managed Accounts | $110,000 | 261 |
| Total fiduciary and related assets | $1,242,626,000 | 163 |
| Managed Assets ($) | $995,002,000 | 143 |
| Non-managed Assets ($) | $247,624,000 | 155 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,205,000 | 157 |
| 2015-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,340,000 | 171 |
| Number of Managed Accounts | $1,227,000 | 143 |
| Number of Non-Managed Accounts | $113,000 | 190 |
| Total fiduciary and related assets | $1,195,798,000 | 165 |
| Managed Assets ($) | $740,535,000 | 169 |
| Non-managed Assets ($) | $455,263,000 | 119 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,321,000 | 159 |
| 2015-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,314,000 | 174 |
| Number of Managed Accounts | $1,197,000 | 150 |
| Number of Non-Managed Accounts | $117,000 | 186 |
| Total fiduciary and related assets | $1,220,718,000 | 166 |
| Managed Assets ($) | $751,062,000 | 172 |
| Non-managed Assets ($) | $469,656,000 | 124 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,511,000 | 164 |
| 2015-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,311,000 | 173 |
| Number of Managed Accounts | $1,156,000 | 150 |
| Number of Non-Managed Accounts | $155,000 | 171 |
| Total fiduciary and related assets | $1,202,924,000 | 168 |
| Managed Assets ($) | $700,604,000 | 177 |
| Non-managed Assets ($) | $502,320,000 | 122 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,709,000 | 166 |
| 2014-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,299,000 | 179 |
| Number of Managed Accounts | $1,148,000 | 151 |
| Number of Non-Managed Accounts | $151,000 | 234 |
| Total fiduciary and related assets | $1,180,933,000 | 167 |
| Managed Assets ($) | $683,412,000 | 179 |
| Non-managed Assets ($) | $497,521,000 | 123 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,545,000 | 163 |
| 2014-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,353,000 | 165 |
| Number of Managed Accounts | $1,206,000 | 143 |
| Number of Non-Managed Accounts | $147,000 | 170 |
| Total fiduciary and related assets | $1,166,181,000 | 167 |
| Managed Assets ($) | $693,642,000 | 175 |
| Non-managed Assets ($) | $472,539,000 | 122 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,991,000 | 159 |
| 2014-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,321,000 | 172 |
| Number of Managed Accounts | $1,178,000 | 146 |
| Number of Non-Managed Accounts | $143,000 | 168 |
| Total fiduciary and related assets | $1,147,747,000 | 164 |
| Managed Assets ($) | $691,947,000 | 173 |
| Non-managed Assets ($) | $455,800,000 | 121 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,208,000 | 159 |
| 2014-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,411,000 | 160 |
| Number of Managed Accounts | $1,267,000 | 138 |
| Number of Non-Managed Accounts | $144,000 | 171 |
| Total fiduciary and related assets | $941,545,000 | 184 |
| Managed Assets ($) | $645,404,000 | 178 |
| Non-managed Assets ($) | $296,141,000 | 143 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,586,000 | 162 |
| 2013-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,392,000 | 167 |
| Number of Managed Accounts | $1,247,000 | 138 |
| Number of Non-Managed Accounts | $145,000 | 241 |
| Total fiduciary and related assets | $923,980,000 | 184 |
| Managed Assets ($) | $631,543,000 | 180 |
| Non-managed Assets ($) | $292,437,000 | 144 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,154,000 | 179 |
| 2013-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,351,000 | 164 |
| Number of Managed Accounts | $1,227,000 | 134 |
| Number of Non-Managed Accounts | $124,000 | 192 |
| Total fiduciary and related assets | $865,261,000 | 184 |
| Managed Assets ($) | $569,026,000 | 188 |
| Non-managed Assets ($) | $296,235,000 | 139 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,740,000 | 182 |
| 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 | $794,000 | 241 |
| Number of Managed Accounts | $681,000 | 216 |
| Number of Non-Managed Accounts | $113,000 | 202 |
| Total fiduciary and related assets | $620,103,000 | 226 |
| Managed Assets ($) | $383,658,000 | 242 |
| Non-managed Assets ($) | $236,445,000 | 152 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,264,000 | 194 |
| 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 | $814,000 | 238 |
| Number of Managed Accounts | $679,000 | 217 |
| Number of Non-Managed Accounts | $135,000 | 184 |
| Total fiduciary and related assets | $619,327,000 | 227 |
| Managed Assets ($) | $386,201,000 | 239 |
| Non-managed Assets ($) | $233,126,000 | 154 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,100,000 | 196 |
| 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 | $800,000 | 257 |
| Number of Managed Accounts | $669,000 | 223 |
| Number of Non-Managed Accounts | $131,000 | 269 |
| Total fiduciary and related assets | $546,088,000 | 245 |
| Managed Assets ($) | $364,239,000 | 245 |
| Non-managed Assets ($) | $181,849,000 | 180 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,898,000 | 202 |
| 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 | $693,000 | 261 |
| Number of Managed Accounts | $585,000 | 235 |
| Number of Non-Managed Accounts | $108,000 | 197 |
| Total fiduciary and related assets | $511,723,000 | 250 |
| Managed Assets ($) | $340,885,000 | 251 |
| Non-managed Assets ($) | $170,838,000 | 181 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,899,000 | 201 |
| 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 | $546,000 | 289 |
| Number of Managed Accounts | $474,000 | 260 |
| Number of Non-Managed Accounts | $72,000 | 224 |
| Total fiduciary and related assets | $449,727,000 | 260 |
| Managed Assets ($) | $295,815,000 | 263 |
| Non-managed Assets ($) | $153,912,000 | 188 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,913,000 | 202 |
| 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 | $540,000 | 288 |
| Number of Managed Accounts | $464,000 | 258 |
| Number of Non-Managed Accounts | $76,000 | 217 |
| Total fiduciary and related assets | $348,064,000 | 293 |
| Managed Assets ($) | $292,123,000 | 273 |
| Non-managed Assets ($) | $55,941,000 | 254 |
| Memoranda | ||
| Gross Fiduciary activities income | $943,000 | 204 |
| 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 | $519,000 | 351 |
| Number of Managed Accounts | $445,000 | 303 |
| Number of Non-Managed Accounts | $74,000 | 383 |
| Total fiduciary and related assets | $418,766,000 | 268 |
| Managed Assets ($) | $273,559,000 | 278 |
| Non-managed Assets ($) | $145,207,000 | 188 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,518,000 | 179 |
| 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 | $505,000 | 298 |
| Number of Managed Accounts | $432,000 | 269 |
| Number of Non-Managed Accounts | $73,000 | 223 |
| Total fiduciary and related assets | $401,779,000 | 263 |
| Managed Assets ($) | $261,839,000 | 275 |
| Non-managed Assets ($) | $139,940,000 | 185 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,686,000 | 175 |
| 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 | $502,000 | 300 |
| Number of Managed Accounts | $431,000 | 268 |
| Number of Non-Managed Accounts | $71,000 | 232 |
| Total fiduciary and related assets | $428,866,000 | 264 |
| Managed Assets ($) | $278,556,000 | 272 |
| Non-managed Assets ($) | $150,310,000 | 184 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,858,000 | 174 |
| 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 | $489,000 | 308 |
| Number of Managed Accounts | $419,000 | 276 |
| Number of Non-Managed Accounts | $70,000 | 238 |
| Total fiduciary and related assets | $417,818,000 | 268 |
| Managed Assets ($) | $264,223,000 | 284 |
| Non-managed Assets ($) | $153,595,000 | 184 |
| Memoranda | ||
| Gross Fiduciary activities income | $921,000 | 182 |
| 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 | $422,000 | 414 |
| Number of Managed Accounts | $359,000 | 355 |
| Number of Non-Managed Accounts | $63,000 | 446 |
| Total fiduciary and related assets | $377,396,000 | 279 |
| Managed Assets ($) | $234,524,000 | 307 |
| Non-managed Assets ($) | $142,872,000 | 197 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,783,000 | 208 |
| 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 | $410,000 | 316 |
| Number of Managed Accounts | $357,000 | 286 |
| Number of Non-Managed Accounts | $53,000 | 261 |
| Total fiduciary and related assets | $374,581,000 | 265 |
| Managed Assets ($) | $237,091,000 | 283 |
| Non-managed Assets ($) | $137,490,000 | 189 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,054,000 | 212 |
| 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 | $365,000 | 325 |
| Number of Managed Accounts | $317,000 | 298 |
| Number of Non-Managed Accounts | $48,000 | 267 |
| Total fiduciary and related assets | $346,248,000 | 270 |
| Managed Assets ($) | $219,862,000 | 286 |
| Non-managed Assets ($) | $126,386,000 | 194 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,352,000 | 211 |
| 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 | $359,000 | 330 |
| Number of Managed Accounts | $314,000 | 301 |
| Number of Non-Managed Accounts | $45,000 | 279 |
| Total fiduciary and related assets | $351,151,000 | 275 |
| Managed Assets ($) | $221,770,000 | 293 |
| Non-managed Assets ($) | $129,381,000 | 196 |
| Memoranda | ||
| Gross Fiduciary activities income | $671,000 | 214 |
| 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 | $352,000 | 468 |
| Number of Managed Accounts | $321,000 | 378 |
| Number of Non-Managed Accounts | $31,000 | 661 |
| Total fiduciary and related assets | $343,734,000 | 279 |
| Managed Assets ($) | $314,241,000 | 241 |
| Non-managed Assets ($) | $29,493,000 | 421 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,550,000 | 213 |
| 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 | $335,000 | 327 |
| Number of Managed Accounts | $317,000 | 290 |
| Number of Non-Managed Accounts | $18,000 | 321 |
| Total fiduciary and related assets | $325,057,000 | 293 |
| Managed Assets ($) | $302,758,000 | 247 |
| Non-managed Assets ($) | $22,299,000 | 289 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,854,000 | 213 |
| 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 | $332,000 | 336 |
| Number of Managed Accounts | $313,000 | 297 |
| Number of Non-Managed Accounts | $19,000 | 323 |
| Total fiduciary and related assets | $298,832,000 | 298 |
| Managed Assets ($) | $278,141,000 | 249 |
| Non-managed Assets ($) | $20,691,000 | 293 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,209,000 | 219 |
| 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 | $318,000 | 337 |
| Number of Managed Accounts | $303,000 | 298 |
| Number of Non-Managed Accounts | $15,000 | 332 |
| Total fiduciary and related assets | $274,881,000 | 300 |
| Managed Assets ($) | $256,847,000 | 259 |
| Non-managed Assets ($) | $18,034,000 | 299 |
| Memoranda | ||
| Gross Fiduciary activities income | $577,000 | 230 |
| 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 | $291,000 | 524 |
| Number of Managed Accounts | $277,000 | 414 |
| Number of Non-Managed Accounts | $14,000 | 844 |
| Total fiduciary and related assets | $276,121,000 | 310 |
| Managed Assets ($) | $258,650,000 | 267 |
| Non-managed Assets ($) | $17,471,000 | 503 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,546,000 | 227 |
| 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 | $305,000 | 363 |
| Number of Managed Accounts | $273,000 | 324 |
| Number of Non-Managed Accounts | $32,000 | 313 |
| Total fiduciary and related assets | $306,260,000 | 304 |
| Managed Assets ($) | $285,845,000 | 256 |
| Non-managed Assets ($) | $20,415,000 | 322 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,036,000 | 228 |
| 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 | $358,000 | 351 |
| Number of Managed Accounts | $299,000 | 317 |
| Number of Non-Managed Accounts | $59,000 | 270 |
| Total fiduciary and related assets | $331,624,000 | 303 |
| Managed Assets ($) | $309,404,000 | 255 |
| Non-managed Assets ($) | $22,220,000 | 322 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,381,000 | 229 |
| 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 | $295,000 | 371 |
| Number of Managed Accounts | $281,000 | 325 |
| Number of Non-Managed Accounts | $14,000 | 367 |
| Total fiduciary and related assets | $311,800,000 | 322 |
| Managed Assets ($) | $283,088,000 | 276 |
| Non-managed Assets ($) | $28,712,000 | 314 |
| Memoranda | ||
| Gross Fiduciary activities income | $691,000 | 231 |
| 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 | $303,000 | 518 |
| Number of Managed Accounts | $273,000 | 418 |
| Number of Non-Managed Accounts | $30,000 | 681 |
| Total fiduciary and related assets | $321,388,000 | 323 |
| Managed Assets ($) | $290,004,000 | 275 |
| Non-managed Assets ($) | $31,384,000 | 426 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,562,000 | 241 |
| 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 | $316,000 | 350 |
| Number of Managed Accounts | $290,000 | 313 |
| Number of Non-Managed Accounts | $26,000 | 319 |
| Total fiduciary and related assets | $335,204,000 | 316 |
| Managed Assets ($) | $299,430,000 | 269 |
| Non-managed Assets ($) | $35,774,000 | 293 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,908,000 | 240 |
| 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 | $305,000 | 358 |
| Number of Managed Accounts | $292,000 | 316 |
| Number of Non-Managed Accounts | $13,000 | 366 |
| Total fiduciary and related assets | $345,262,000 | 318 |
| Managed Assets ($) | $307,943,000 | 269 |
| Non-managed Assets ($) | $37,319,000 | 301 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,279,000 | 245 |
| 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 | $283,000 | 360 |
| Number of Managed Accounts | $270,000 | 324 |
| Number of Non-Managed Accounts | $13,000 | 368 |
| Total fiduciary and related assets | $341,058,000 | 316 |
| Managed Assets ($) | $304,719,000 | 266 |
| Non-managed Assets ($) | $36,339,000 | 305 |
| Memoranda | ||
| Gross Fiduciary activities income | $628,000 | 246 |
| 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 | $281,000 | 542 |
| Number of Managed Accounts | $267,000 | 426 |
| Number of Non-Managed Accounts | $14,000 | 870 |
| Total fiduciary and related assets | $363,483,000 | 306 |
| Managed Assets ($) | $229,121,000 | 323 |
| Non-managed Assets ($) | $134,362,000 | 216 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,233,000 | 255 |
| 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 | $1,643,000 | 262 |
| 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 | $1,074,000 | 272 |
| 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 | $267,000 | 385 |
| 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 | $169,000 | 736 |
| Number of Managed Accounts | $126,000 | 679 |
| Number of Non-Managed Accounts | $43,000 | 612 |
| Total fiduciary and related assets | $115,199,000 | 562 |
| Managed Assets ($) | $65,938,000 | 609 |
| Non-managed Assets ($) | $49,261,000 | 344 |
| Memoranda | ||
| Gross Fiduciary activities income | $728,000 | 479 |
| 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 | $535,000 | 476 |
| 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 | $344,000 | 486 |
| 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 | $165,000 | 506 |
| 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 | $94,000 | 943 |
| Number of Managed Accounts | $60,000 | 888 |
| Number of Non-Managed Accounts | $34,000 | 698 |
| Total fiduciary and related assets | $43,225,000 | 818 |
| Managed Assets ($) | $19,475,000 | 902 |
| Non-managed Assets ($) | $23,750,000 | 471 |
| Memoranda | ||
| Gross Fiduciary activities income | $483,000 | 587 |
| 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 | $351,000 | 595 |
| 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 | $228,000 | 598 |
| 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 | $106,000 | 636 |
| 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 | $76,000 | 1,035 |
| Number of Managed Accounts | $48,000 | 987 |
| Number of Non-Managed Accounts | $28,000 | 769 |
| Total fiduciary and related assets | $37,413,000 | 860 |
| Managed Assets ($) | $14,328,000 | 983 |
| Non-managed Assets ($) | $23,085,000 | 483 |
| Memoranda | ||
| Gross Fiduciary activities income | $273,000 | 732 |
| 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 | $170,000 | 770 |
| 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 | $89,000 | 836 |
| 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 | $43,000 | 848 |
| 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 | $65,000 | 1,114 |
| Number of Managed Accounts | $20,000 | 1,280 |
| Number of Non-Managed Accounts | $45,000 | 657 |
| Total fiduciary and related assets | $46,822,000 | 789 |
| Managed Assets ($) | $13,761,000 | 1,013 |
| Non-managed Assets ($) | $33,061,000 | 420 |
| Memoranda | ||
| Gross Fiduciary activities income | $43,000 | 1,139 |
| 2001-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 2 |
| Fiduciary power exercised | $0 | 1,948 |
| Fiduciary or related activity | $0 | 1,876 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,869 |
| Number of Managed Accounts | $0 | 1,766 |
| Number of Non-Managed Accounts | $0 | 1,385 |
| Total fiduciary and related assets | $0 | 1,865 |
| Managed Assets ($) | $0 | 1,766 |
| Non-managed Assets ($) | $0 | 1,377 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,731 |
| 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 | $0 | 1,332 |
| 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 |