Home > Union Bank and Trust Company > Fiduciary and Related Services
Union Bank and Trust Company, Fiduciary and Related Services
| 2023-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 4 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $241,000 | 504 |
| Number of Managed Accounts | $107,000 | 571 |
| Number of Non-Managed Accounts | $134,000 | 219 |
| Total fiduciary and related assets | $123,642,000 | 555 |
| Managed Assets ($) | $57,641,000 | 604 |
| Non-managed Assets ($) | $66,001,000 | 327 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,322,000 | 322 |
| 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 | $241,000 | 345 |
| Number of Managed Accounts | $109,000 | 345 |
| Number of Non-Managed Accounts | $132,000 | 166 |
| Total fiduciary and related assets | $141,068,000 | 364 |
| Managed Assets ($) | $78,508,000 | 354 |
| Non-managed Assets ($) | $62,560,000 | 260 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,455,000 | 324 |
| 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 | $248,000 | 406 |
| Number of Managed Accounts | $114,000 | 411 |
| Number of Non-Managed Accounts | $134,000 | 181 |
| Total fiduciary and related assets | $157,902,000 | 433 |
| Managed Assets ($) | $89,749,000 | 425 |
| Non-managed Assets ($) | $68,153,000 | 291 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,613,000 | 319 |
| 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 | $251,000 | 351 |
| Number of Managed Accounts | $114,000 | 354 |
| Number of Non-Managed Accounts | $137,000 | 170 |
| Total fiduciary and related assets | $157,865,000 | 370 |
| Managed Assets ($) | $88,300,000 | 363 |
| Non-managed Assets ($) | $69,565,000 | 262 |
| Memoranda | ||
| Gross Fiduciary activities income | $808,000 | 331 |
| 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 | $248,000 | 510 |
| Number of Managed Accounts | $114,000 | 586 |
| Number of Non-Managed Accounts | $134,000 | 222 |
| Total fiduciary and related assets | $156,420,000 | 514 |
| Managed Assets ($) | $85,817,000 | 569 |
| Non-managed Assets ($) | $70,603,000 | 319 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,069,000 | 339 |
| 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 | $248,000 | 363 |
| Number of Managed Accounts | $115,000 | 368 |
| Number of Non-Managed Accounts | $133,000 | 180 |
| Total fiduciary and related assets | $153,262,000 | 385 |
| Managed Assets ($) | $81,727,000 | 379 |
| Non-managed Assets ($) | $71,535,000 | 267 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,283,000 | 340 |
| 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 | $252,000 | 390 |
| Number of Managed Accounts | $121,000 | 398 |
| Number of Non-Managed Accounts | $131,000 | 173 |
| Total fiduciary and related assets | $170,534,000 | 415 |
| Managed Assets ($) | $97,825,000 | 408 |
| Non-managed Assets ($) | $72,709,000 | 262 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,495,000 | 305 |
| 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 | $257,000 | 327 |
| Number of Managed Accounts | $125,000 | 330 |
| Number of Non-Managed Accounts | $132,000 | 165 |
| Total fiduciary and related assets | $175,579,000 | 344 |
| Managed Assets ($) | $96,740,000 | 338 |
| Non-managed Assets ($) | $78,839,000 | 232 |
| Memoranda | ||
| Gross Fiduciary activities income | $712,000 | 311 |
| 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 | $257,000 | 468 |
| Number of Managed Accounts | $126,000 | 535 |
| Number of Non-Managed Accounts | $131,000 | 208 |
| Total fiduciary and related assets | $184,315,000 | 471 |
| Managed Assets ($) | $101,881,000 | 516 |
| Non-managed Assets ($) | $82,434,000 | 284 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,847,000 | 311 |
| 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 | $258,000 | 321 |
| Number of Managed Accounts | $130,000 | 318 |
| Number of Non-Managed Accounts | $128,000 | 160 |
| Total fiduciary and related assets | $209,409,000 | 333 |
| Managed Assets ($) | $104,985,000 | 323 |
| Non-managed Assets ($) | $104,424,000 | 220 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,123,000 | 312 |
| 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 | $257,000 | 373 |
| Number of Managed Accounts | $131,000 | 378 |
| Number of Non-Managed Accounts | $126,000 | 166 |
| Total fiduciary and related assets | $208,985,000 | 399 |
| Managed Assets ($) | $107,600,000 | 388 |
| Non-managed Assets ($) | $101,385,000 | 249 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,414,000 | 308 |
| 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 | $255,000 | 326 |
| Number of Managed Accounts | $131,000 | 320 |
| Number of Non-Managed Accounts | $124,000 | 167 |
| Total fiduciary and related assets | $199,908,000 | 335 |
| Managed Assets ($) | $104,437,000 | 324 |
| Non-managed Assets ($) | $95,471,000 | 221 |
| Memoranda | ||
| Gross Fiduciary activities income | $692,000 | 308 |
| 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 | $265,000 | 462 |
| Number of Managed Accounts | $138,000 | 527 |
| Number of Non-Managed Accounts | $127,000 | 218 |
| Total fiduciary and related assets | $191,366,000 | 452 |
| Managed Assets ($) | $98,969,000 | 510 |
| Non-managed Assets ($) | $92,397,000 | 260 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,848,000 | 295 |
| 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 | $269,000 | 322 |
| Number of Managed Accounts | $134,000 | 320 |
| Number of Non-Managed Accounts | $135,000 | 162 |
| Total fiduciary and related assets | $180,578,000 | 336 |
| Managed Assets ($) | $89,216,000 | 326 |
| Non-managed Assets ($) | $91,362,000 | 220 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,175,000 | 290 |
| 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 | $332,000 | 351 |
| Number of Managed Accounts | $136,000 | 374 |
| Number of Non-Managed Accounts | $196,000 | 139 |
| Total fiduciary and related assets | $199,856,000 | 392 |
| Managed Assets ($) | $84,534,000 | 381 |
| Non-managed Assets ($) | $115,322,000 | 224 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,517,000 | 275 |
| 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 | $338,000 | 313 |
| Number of Managed Accounts | $141,000 | 321 |
| Number of Non-Managed Accounts | $197,000 | 133 |
| Total fiduciary and related assets | $204,617,000 | 333 |
| Managed Assets ($) | $98,181,000 | 325 |
| Non-managed Assets ($) | $106,436,000 | 205 |
| Memoranda | ||
| Gross Fiduciary activities income | $725,000 | 288 |
| 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 | $394,000 | 384 |
| Number of Managed Accounts | $182,000 | 488 |
| Number of Non-Managed Accounts | $212,000 | 161 |
| Total fiduciary and related assets | $231,030,000 | 406 |
| Managed Assets ($) | $111,412,000 | 485 |
| Non-managed Assets ($) | $119,618,000 | 229 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,232,000 | 268 |
| 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 | $393,000 | 300 |
| Number of Managed Accounts | $182,000 | 321 |
| Number of Non-Managed Accounts | $211,000 | 133 |
| Total fiduciary and related assets | $221,982,000 | 336 |
| Managed Assets ($) | $105,816,000 | 330 |
| Non-managed Assets ($) | $116,166,000 | 208 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,302,000 | 276 |
| 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 | $392,000 | 329 |
| Number of Managed Accounts | $182,000 | 355 |
| Number of Non-Managed Accounts | $210,000 | 136 |
| Total fiduciary and related assets | $222,660,000 | 377 |
| Managed Assets ($) | $108,526,000 | 366 |
| Non-managed Assets ($) | $114,134,000 | 222 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,517,000 | 279 |
| 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 | $385,000 | 336 |
| Number of Managed Accounts | $177,000 | 360 |
| Number of Non-Managed Accounts | $208,000 | 141 |
| Total fiduciary and related assets | $218,163,000 | 382 |
| Managed Assets ($) | $107,002,000 | 371 |
| Non-managed Assets ($) | $111,161,000 | 224 |
| Memoranda | ||
| Gross Fiduciary activities income | $773,000 | 271 |
| 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 | $386,000 | 396 |
| Number of Managed Accounts | $177,000 | 500 |
| Number of Non-Managed Accounts | $209,000 | 169 |
| Total fiduciary and related assets | $207,902,000 | 419 |
| Managed Assets ($) | $102,449,000 | 488 |
| Non-managed Assets ($) | $105,453,000 | 236 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,888,000 | 285 |
| 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 | $388,000 | 335 |
| Number of Managed Accounts | $177,000 | 359 |
| Number of Non-Managed Accounts | $211,000 | 141 |
| Total fiduciary and related assets | $226,262,000 | 385 |
| Managed Assets ($) | $114,034,000 | 375 |
| Non-managed Assets ($) | $112,228,000 | 228 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,159,000 | 286 |
| 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 | $389,000 | 336 |
| Number of Managed Accounts | $180,000 | 363 |
| Number of Non-Managed Accounts | $209,000 | 141 |
| Total fiduciary and related assets | $228,251,000 | 388 |
| Managed Assets ($) | $110,057,000 | 377 |
| Non-managed Assets ($) | $118,194,000 | 225 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,485,000 | 285 |
| 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 | $395,000 | 338 |
| Number of Managed Accounts | $189,000 | 360 |
| Number of Non-Managed Accounts | $206,000 | 146 |
| Total fiduciary and related assets | $226,828,000 | 390 |
| Managed Assets ($) | $104,142,000 | 381 |
| Non-managed Assets ($) | $122,686,000 | 225 |
| Memoranda | ||
| Gross Fiduciary activities income | $782,000 | 278 |
| 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 | $395,000 | 388 |
| Number of Managed Accounts | $191,000 | 481 |
| Number of Non-Managed Accounts | $204,000 | 175 |
| Total fiduciary and related assets | $227,079,000 | 415 |
| Managed Assets ($) | $101,009,000 | 506 |
| Non-managed Assets ($) | $126,070,000 | 224 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,047,000 | 274 |
| 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 | $395,000 | 330 |
| Number of Managed Accounts | $195,000 | 354 |
| Number of Non-Managed Accounts | $200,000 | 145 |
| Total fiduciary and related assets | $221,436,000 | 386 |
| Managed Assets ($) | $98,983,000 | 376 |
| Non-managed Assets ($) | $122,453,000 | 223 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,162,000 | 281 |
| 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 | $392,000 | 333 |
| Number of Managed Accounts | $197,000 | 354 |
| Number of Non-Managed Accounts | $195,000 | 147 |
| Total fiduciary and related assets | $215,994,000 | 386 |
| Managed Assets ($) | $97,405,000 | 377 |
| Non-managed Assets ($) | $118,589,000 | 224 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,443,000 | 279 |
| 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 | $390,000 | 338 |
| Number of Managed Accounts | $195,000 | 359 |
| Number of Non-Managed Accounts | $195,000 | 143 |
| Total fiduciary and related assets | $209,930,000 | 388 |
| Managed Assets ($) | $97,077,000 | 380 |
| Non-managed Assets ($) | $112,853,000 | 223 |
| Memoranda | ||
| Gross Fiduciary activities income | $713,000 | 282 |
| 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 | $395,000 | 392 |
| Number of Managed Accounts | $194,000 | 481 |
| Number of Non-Managed Accounts | $201,000 | 174 |
| Total fiduciary and related assets | $210,413,000 | 417 |
| Managed Assets ($) | $94,962,000 | 516 |
| Non-managed Assets ($) | $115,451,000 | 228 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,737,000 | 278 |
| 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 | $397,000 | 334 |
| Number of Managed Accounts | $195,000 | 360 |
| Number of Non-Managed Accounts | $202,000 | 145 |
| Total fiduciary and related assets | $203,765,000 | 386 |
| Managed Assets ($) | $91,896,000 | 381 |
| Non-managed Assets ($) | $111,869,000 | 220 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,974,000 | 286 |
| 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 | $389,000 | 338 |
| Number of Managed Accounts | $195,000 | 362 |
| Number of Non-Managed Accounts | $194,000 | 153 |
| Total fiduciary and related assets | $201,583,000 | 389 |
| Managed Assets ($) | $94,254,000 | 383 |
| Non-managed Assets ($) | $107,329,000 | 227 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,279,000 | 290 |
| 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 | $385,000 | 340 |
| Number of Managed Accounts | $192,000 | 365 |
| Number of Non-Managed Accounts | $193,000 | 153 |
| Total fiduciary and related assets | $191,715,000 | 392 |
| Managed Assets ($) | $89,477,000 | 384 |
| Non-managed Assets ($) | $102,238,000 | 224 |
| Memoranda | ||
| Gross Fiduciary activities income | $635,000 | 289 |
| 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 | $386,000 | 397 |
| Number of Managed Accounts | $192,000 | 496 |
| Number of Non-Managed Accounts | $194,000 | 195 |
| Total fiduciary and related assets | $196,031,000 | 430 |
| Managed Assets ($) | $90,802,000 | 524 |
| Non-managed Assets ($) | $105,229,000 | 229 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,369,000 | 301 |
| 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 | $383,000 | 340 |
| Number of Managed Accounts | $190,000 | 362 |
| Number of Non-Managed Accounts | $193,000 | 153 |
| Total fiduciary and related assets | $208,052,000 | 388 |
| Managed Assets ($) | $98,732,000 | 376 |
| Non-managed Assets ($) | $109,320,000 | 217 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,774,000 | 308 |
| 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 | $386,000 | 336 |
| Number of Managed Accounts | $191,000 | 364 |
| Number of Non-Managed Accounts | $195,000 | 149 |
| Total fiduciary and related assets | $227,442,000 | 390 |
| Managed Assets ($) | $113,814,000 | 377 |
| Non-managed Assets ($) | $113,628,000 | 217 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,180,000 | 313 |
| 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 | $381,000 | 344 |
| Number of Managed Accounts | $188,000 | 364 |
| Number of Non-Managed Accounts | $193,000 | 154 |
| Total fiduciary and related assets | $202,347,000 | 395 |
| Managed Assets ($) | $90,258,000 | 382 |
| Non-managed Assets ($) | $112,089,000 | 220 |
| Memoranda | ||
| Gross Fiduciary activities income | $586,000 | 310 |
| 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 | $373,000 | 420 |
| Number of Managed Accounts | $185,000 | 515 |
| Number of Non-Managed Accounts | $188,000 | 200 |
| Total fiduciary and related assets | $182,011,000 | 448 |
| Managed Assets ($) | $72,477,000 | 582 |
| Non-managed Assets ($) | $109,534,000 | 227 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,237,000 | 315 |
| 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 | $379,000 | 346 |
| Number of Managed Accounts | $190,000 | 366 |
| Number of Non-Managed Accounts | $189,000 | 149 |
| Total fiduciary and related assets | $170,768,000 | 394 |
| Managed Assets ($) | $65,489,000 | 385 |
| Non-managed Assets ($) | $105,279,000 | 223 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,685,000 | 316 |
| 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 | $372,000 | 349 |
| Number of Managed Accounts | $108,000 | 383 |
| Number of Non-Managed Accounts | $264,000 | 128 |
| Total fiduciary and related assets | $172,498,000 | 394 |
| Managed Assets ($) | $5,293,000 | 398 |
| Non-managed Assets ($) | $167,205,000 | 184 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,134,000 | 315 |
| 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 | $374,000 | 353 |
| Number of Managed Accounts | $114,000 | 386 |
| Number of Non-Managed Accounts | $260,000 | 133 |
| Total fiduciary and related assets | $168,577,000 | 398 |
| Managed Assets ($) | $5,085,000 | 404 |
| Non-managed Assets ($) | $163,492,000 | 190 |
| Memoranda | ||
| Gross Fiduciary activities income | $572,000 | 315 |
| 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 | $369,000 | 431 |
| Number of Managed Accounts | $118,000 | 616 |
| Number of Non-Managed Accounts | $251,000 | 170 |
| Total fiduciary and related assets | $166,409,000 | 465 |
| Managed Assets ($) | $5,151,000 | 1,000 |
| Non-managed Assets ($) | $161,258,000 | 192 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,225,000 | 306 |
| 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 | $366,000 | 336 |
| Number of Managed Accounts | $123,000 | 362 |
| Number of Non-Managed Accounts | $243,000 | 139 |
| Total fiduciary and related assets | $156,774,000 | 376 |
| Managed Assets ($) | $5,239,000 | 381 |
| Non-managed Assets ($) | $151,535,000 | 189 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,688,000 | 305 |
| 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 | $359,000 | 339 |
| Number of Managed Accounts | $125,000 | 362 |
| Number of Non-Managed Accounts | $234,000 | 141 |
| Total fiduciary and related assets | $149,558,000 | 378 |
| Managed Assets ($) | $6,160,000 | 383 |
| Non-managed Assets ($) | $143,398,000 | 195 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,143,000 | 301 |
| 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 | $355,000 | 344 |
| Number of Managed Accounts | $126,000 | 365 |
| Number of Non-Managed Accounts | $229,000 | 148 |
| Total fiduciary and related assets | $147,992,000 | 382 |
| Managed Assets ($) | $6,308,000 | 386 |
| Non-managed Assets ($) | $141,684,000 | 194 |
| Memoranda | ||
| Gross Fiduciary activities income | $549,000 | 303 |
| 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 | $355,000 | 437 |
| Number of Managed Accounts | $129,000 | 598 |
| Number of Non-Managed Accounts | $226,000 | 192 |
| Total fiduciary and related assets | $143,165,000 | 485 |
| Managed Assets ($) | $6,313,000 | 978 |
| Non-managed Assets ($) | $136,852,000 | 207 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,204,000 | 294 |
| 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 | $294,000 | 346 |
| Number of Managed Accounts | $130,000 | 349 |
| Number of Non-Managed Accounts | $164,000 | 162 |
| Total fiduciary and related assets | $98,230,000 | 373 |
| Managed Assets ($) | $5,876,000 | 365 |
| Non-managed Assets ($) | $92,354,000 | 220 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,679,000 | 292 |
| 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 | $336,000 | 336 |
| Number of Managed Accounts | $133,000 | 346 |
| Number of Non-Managed Accounts | $203,000 | 148 |
| Total fiduciary and related assets | $125,858,000 | 367 |
| Managed Assets ($) | $6,993,000 | 364 |
| Non-managed Assets ($) | $118,865,000 | 201 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,114,000 | 294 |
| 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 | $299,000 | 341 |
| Number of Managed Accounts | $89,000 | 351 |
| Number of Non-Managed Accounts | $210,000 | 148 |
| Total fiduciary and related assets | $123,124,000 | 368 |
| Managed Assets ($) | $4,619,000 | 367 |
| Non-managed Assets ($) | $118,505,000 | 195 |
| Memoranda | ||
| Gross Fiduciary activities income | $550,000 | 296 |
| 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 | $306,000 | 477 |
| Number of Managed Accounts | $89,000 | 684 |
| Number of Non-Managed Accounts | $217,000 | 195 |
| Total fiduciary and related assets | $124,695,000 | 503 |
| Managed Assets ($) | $4,573,000 | 1,045 |
| Non-managed Assets ($) | $120,122,000 | 202 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,197,000 | 252 |
| 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 | $260,000 | 353 |
| Number of Managed Accounts | $43,000 | 370 |
| Number of Non-Managed Accounts | $217,000 | 148 |
| Total fiduciary and related assets | $121,565,000 | 367 |
| Managed Assets ($) | $1,585,000 | 386 |
| Non-managed Assets ($) | $119,980,000 | 195 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,671,000 | 248 |
| 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 | $260,000 | 359 |
| Number of Managed Accounts | $44,000 | 377 |
| Number of Non-Managed Accounts | $216,000 | 151 |
| Total fiduciary and related assets | $138,138,000 | 367 |
| Managed Assets ($) | $2,568,000 | 390 |
| Non-managed Assets ($) | $135,570,000 | 191 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,163,000 | 241 |
| 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 | $262,000 | 361 |
| Number of Managed Accounts | $44,000 | 382 |
| Number of Non-Managed Accounts | $218,000 | 151 |
| Total fiduciary and related assets | $140,324,000 | 371 |
| Managed Assets ($) | $2,154,000 | 397 |
| Non-managed Assets ($) | $138,170,000 | 190 |
| Memoranda | ||
| Gross Fiduciary activities income | $579,000 | 243 |
| 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 | $265,000 | 540 |
| Number of Managed Accounts | $45,000 | 856 |
| Number of Non-Managed Accounts | $220,000 | 204 |
| Total fiduciary and related assets | $178,585,000 | 430 |
| Managed Assets ($) | $1,987,000 | 1,188 |
| Non-managed Assets ($) | $176,598,000 | 178 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,238,000 | 238 |
| 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 | $266,000 | 346 |
| Number of Managed Accounts | $46,000 | 366 |
| Number of Non-Managed Accounts | $220,000 | 155 |
| Total fiduciary and related assets | $178,164,000 | 355 |
| Managed Assets ($) | $1,289,000 | 384 |
| Non-managed Assets ($) | $176,875,000 | 174 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,674,000 | 239 |
| 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 | $270,000 | 344 |
| Number of Managed Accounts | $47,000 | 363 |
| Number of Non-Managed Accounts | $223,000 | 152 |
| Total fiduciary and related assets | $178,924,000 | 352 |
| Managed Assets ($) | $2,860,000 | 383 |
| Non-managed Assets ($) | $176,064,000 | 173 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,169,000 | 232 |
| 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 | $277,000 | 353 |
| Number of Managed Accounts | $48,000 | 371 |
| Number of Non-Managed Accounts | $229,000 | 153 |
| Total fiduciary and related assets | $183,736,000 | 361 |
| Managed Assets ($) | $2,357,000 | 388 |
| Non-managed Assets ($) | $181,379,000 | 175 |
| Memoranda | ||
| Gross Fiduciary activities income | $560,000 | 237 |
| 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 | $287,000 | 521 |
| Number of Managed Accounts | $53,000 | 844 |
| Number of Non-Managed Accounts | $234,000 | 203 |
| Total fiduciary and related assets | $116,800,000 | 530 |
| Managed Assets ($) | $2,466,000 | 1,195 |
| Non-managed Assets ($) | $114,334,000 | 219 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,398,000 | 221 |
| 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 | $298,000 | 337 |
| Number of Managed Accounts | $56,000 | 358 |
| Number of Non-Managed Accounts | $242,000 | 147 |
| Total fiduciary and related assets | $118,729,000 | 362 |
| Managed Assets ($) | $1,908,000 | 379 |
| Non-managed Assets ($) | $116,821,000 | 200 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,832,000 | 215 |
| 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 | $298,000 | 343 |
| Number of Managed Accounts | $56,000 | 365 |
| Number of Non-Managed Accounts | $242,000 | 153 |
| Total fiduciary and related assets | $113,132,000 | 368 |
| Managed Assets ($) | $4,862,000 | 383 |
| Non-managed Assets ($) | $108,270,000 | 200 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,291,000 | 210 |
| 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 | $314,000 | 341 |
| Number of Managed Accounts | $58,000 | 366 |
| Number of Non-Managed Accounts | $256,000 | 148 |
| Total fiduciary and related assets | $131,519,000 | 362 |
| Managed Assets ($) | $4,333,000 | 385 |
| Non-managed Assets ($) | $127,186,000 | 185 |
| Memoranda | ||
| Gross Fiduciary activities income | $687,000 | 209 |
| 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 | $320,000 | 500 |
| Number of Managed Accounts | $63,000 | 826 |
| Number of Non-Managed Accounts | $257,000 | 200 |
| Total fiduciary and related assets | $142,911,000 | 459 |
| Managed Assets ($) | $4,003,000 | 1,153 |
| Non-managed Assets ($) | $138,908,000 | 194 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,016,000 | 206 |
| 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 | $322,000 | 357 |
| Number of Managed Accounts | $64,000 | 389 |
| Number of Non-Managed Accounts | $258,000 | 148 |
| Total fiduciary and related assets | $156,985,000 | 381 |
| Managed Assets ($) | $3,170,000 | 412 |
| Non-managed Assets ($) | $153,815,000 | 183 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,337,000 | 208 |
| 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 | $323,000 | 364 |
| Number of Managed Accounts | $65,000 | 391 |
| Number of Non-Managed Accounts | $258,000 | 153 |
| Total fiduciary and related assets | $174,302,000 | 384 |
| Managed Assets ($) | $5,254,000 | 416 |
| Non-managed Assets ($) | $169,048,000 | 185 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,577,000 | 210 |
| 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 | $327,000 | 366 |
| Number of Managed Accounts | $66,000 | 395 |
| Number of Non-Managed Accounts | $261,000 | 152 |
| Total fiduciary and related assets | $180,752,000 | 392 |
| Managed Assets ($) | $4,714,000 | 422 |
| Non-managed Assets ($) | $176,038,000 | 185 |
| Memoranda | ||
| Gross Fiduciary activities income | $799,000 | 213 |
| 2007-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $338,000 | 489 |
| Number of Managed Accounts | $69,000 | 822 |
| Number of Non-Managed Accounts | $269,000 | 202 |
| Total fiduciary and related assets | $193,023,000 | 443 |
| Managed Assets ($) | $4,188,000 | 1,188 |
| Non-managed Assets ($) | $188,835,000 | 187 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,216,000 | 209 |
| 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 | $342,000 | 347 |
| Number of Managed Accounts | $70,000 | 376 |
| Number of Non-Managed Accounts | $272,000 | 145 |
| Total fiduciary and related assets | $196,176,000 | 372 |
| Managed Assets ($) | $3,214,000 | 411 |
| Non-managed Assets ($) | $192,962,000 | 182 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,414,000 | 208 |
| 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 | $345,000 | 349 |
| Number of Managed Accounts | $69,000 | 381 |
| Number of Non-Managed Accounts | $276,000 | 145 |
| Total fiduciary and related assets | $182,593,000 | 381 |
| Managed Assets ($) | $5,673,000 | 413 |
| Non-managed Assets ($) | $176,920,000 | 196 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,677,000 | 205 |
| 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 | $348,000 | 347 |
| Number of Managed Accounts | $71,000 | 385 |
| Number of Non-Managed Accounts | $277,000 | 142 |
| Total fiduciary and related assets | $184,294,000 | 382 |
| Managed Assets ($) | $4,789,000 | 416 |
| Non-managed Assets ($) | $179,505,000 | 191 |
| Memoranda | ||
| Gross Fiduciary activities income | $849,000 | 202 |
| 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 | $358,000 | 459 |
| Number of Managed Accounts | $74,000 | 809 |
| Number of Non-Managed Accounts | $284,000 | 192 |
| Total fiduciary and related assets | $179,231,000 | 455 |
| Managed Assets ($) | $4,242,000 | 1,210 |
| Non-managed Assets ($) | $174,989,000 | 192 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,358,000 | 192 |
| 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 | $361,000 | 340 |
| Number of Managed Accounts | $75,000 | 370 |
| Number of Non-Managed Accounts | $286,000 | 149 |
| Total fiduciary and related assets | $174,093,000 | 369 |
| Managed Assets ($) | $3,132,000 | 399 |
| Non-managed Assets ($) | $170,961,000 | 197 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,616,000 | 193 |
| 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 | $374,000 | 343 |
| Number of Managed Accounts | $78,000 | 375 |
| Number of Non-Managed Accounts | $296,000 | 153 |
| Total fiduciary and related assets | $170,876,000 | 376 |
| Managed Assets ($) | $5,511,000 | 405 |
| Non-managed Assets ($) | $165,365,000 | 206 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,785,000 | 196 |
| 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 | $381,000 | 344 |
| Number of Managed Accounts | $78,000 | 384 |
| Number of Non-Managed Accounts | $303,000 | 149 |
| Total fiduciary and related assets | $257,601,000 | 356 |
| Managed Assets ($) | $4,679,000 | 419 |
| Non-managed Assets ($) | $252,922,000 | 178 |
| Memoranda | ||
| Gross Fiduciary activities income | $920,000 | 192 |
| 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 | $405,000 | 442 |
| Number of Managed Accounts | $79,000 | 821 |
| Number of Non-Managed Accounts | $326,000 | 179 |
| Total fiduciary and related assets | $317,961,000 | 330 |
| Managed Assets ($) | $4,117,000 | 1,241 |
| Non-managed Assets ($) | $313,844,000 | 158 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,598,000 | 190 |
| 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 | $378,000 | 334 |
| Number of Managed Accounts | $79,000 | 369 |
| Number of Non-Managed Accounts | $299,000 | 146 |
| Total fiduciary and related assets | $325,696,000 | 313 |
| Managed Assets ($) | $3,083,000 | 410 |
| Non-managed Assets ($) | $322,613,000 | 157 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,624,000 | 190 |
| 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 | $376,000 | 346 |
| Number of Managed Accounts | $79,000 | 385 |
| Number of Non-Managed Accounts | $297,000 | 147 |
| Total fiduciary and related assets | $316,508,000 | 318 |
| Managed Assets ($) | $5,211,000 | 422 |
| Non-managed Assets ($) | $311,297,000 | 155 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,768,000 | 189 |
| 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 | $387,000 | 345 |
| Number of Managed Accounts | $79,000 | 387 |
| Number of Non-Managed Accounts | $308,000 | 149 |
| Total fiduciary and related assets | $319,827,000 | 313 |
| Managed Assets ($) | $12,315,000 | 414 |
| Non-managed Assets ($) | $307,512,000 | 159 |
| Memoranda | ||
| Gross Fiduciary activities income | $829,000 | 195 |
| 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 | $384,000 | 455 |
| Number of Managed Accounts | $80,000 | 811 |
| Number of Non-Managed Accounts | $304,000 | 191 |
| Total fiduciary and related assets | $338,307,000 | 307 |
| Managed Assets ($) | $8,781,000 | 1,085 |
| Non-managed Assets ($) | $329,526,000 | 161 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,400,000 | 192 |
| 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 | $389,000 | 339 |
| Number of Managed Accounts | $83,000 | 371 |
| Number of Non-Managed Accounts | $306,000 | 151 |
| Total fiduciary and related assets | $312,919,000 | 308 |
| Managed Assets ($) | $10,329,000 | 401 |
| Non-managed Assets ($) | $302,590,000 | 164 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,538,000 | 191 |
| 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 | $390,000 | 344 |
| Number of Managed Accounts | $85,000 | 379 |
| Number of Non-Managed Accounts | $305,000 | 151 |
| Total fiduciary and related assets | $313,458,000 | 314 |
| Managed Assets ($) | $10,398,000 | 408 |
| Non-managed Assets ($) | $303,060,000 | 163 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,713,000 | 192 |
| 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 | $387,000 | 348 |
| Number of Managed Accounts | $81,000 | 385 |
| Number of Non-Managed Accounts | $306,000 | 148 |
| Total fiduciary and related assets | $314,140,000 | 318 |
| Managed Assets ($) | $13,385,000 | 410 |
| Non-managed Assets ($) | $300,755,000 | 167 |
| Memoranda | ||
| Gross Fiduciary activities income | $845,000 | 190 |
| 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 | $334,000 | 509 |
| Number of Managed Accounts | $86,000 | 824 |
| Number of Non-Managed Accounts | $248,000 | 239 |
| Total fiduciary and related assets | $274,145,000 | 355 |
| Managed Assets ($) | $9,873,000 | 1,068 |
| Non-managed Assets ($) | $264,272,000 | 178 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,321,000 | 192 |
| 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 | $343,000 | 367 |
| Number of Managed Accounts | $88,000 | 392 |
| Number of Non-Managed Accounts | $255,000 | 181 |
| Total fiduciary and related assets | $226,930,000 | 368 |
| Managed Assets ($) | $11,945,000 | 412 |
| Non-managed Assets ($) | $214,985,000 | 191 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,532,000 | 198 |
| 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 | $353,000 | 371 |
| Number of Managed Accounts | $89,000 | 394 |
| Number of Non-Managed Accounts | $264,000 | 182 |
| Total fiduciary and related assets | $184,730,000 | 382 |
| Managed Assets ($) | $10,814,000 | 418 |
| Non-managed Assets ($) | $173,916,000 | 210 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,675,000 | 205 |
| 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 | $351,000 | 383 |
| Number of Managed Accounts | $89,000 | 403 |
| Number of Non-Managed Accounts | $262,000 | 187 |
| Total fiduciary and related assets | $311,246,000 | 324 |
| Managed Assets ($) | $13,701,000 | 428 |
| Non-managed Assets ($) | $297,545,000 | 177 |
| Memoranda | ||
| Gross Fiduciary activities income | $834,000 | 208 |
| 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 | $402,000 | 480 |
| Number of Managed Accounts | $87,000 | 828 |
| Number of Non-Managed Accounts | $315,000 | 221 |
| Total fiduciary and related assets | $356,197,000 | 308 |
| Managed Assets ($) | $11,300,000 | 1,060 |
| Non-managed Assets ($) | $344,897,000 | 173 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,790,000 | 198 |
| 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 | $463,000 | 405 |
| Number of Managed Accounts | $88,000 | 787 |
| Number of Non-Managed Accounts | $375,000 | 182 |
| Total fiduciary and related assets | $449,353,000 | 266 |
| Managed Assets ($) | $11,527,000 | 1,005 |
| Non-managed Assets ($) | $437,826,000 | 147 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,833,000 | 201 |
| 2000-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1999-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1998-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1997-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 |