Home > United Bank > Fiduciary and Related Services
United Bank, Fiduciary and Related Services
| 2025-03-31 | 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 | $3,600,000 | 92 |
| Number of Managed Accounts | $3,402,000 | 73 |
| Number of Non-Managed Accounts | $198,000 | 139 |
| Total fiduciary and related assets | $1,516,568,000 | 213 |
| Managed Assets ($) | $1,301,352,000 | 189 |
| Non-managed Assets ($) | $215,216,000 | 212 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,494,000 | 287 |
| 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 | $3,529,000 | 92 |
| Number of Managed Accounts | $3,323,000 | 72 |
| Number of Non-Managed Accounts | $206,000 | 165 |
| Total fiduciary and related assets | $1,463,508,000 | 218 |
| Managed Assets ($) | $1,248,262,000 | 197 |
| Non-managed Assets ($) | $215,246,000 | 223 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,330,000 | 287 |
| 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 | $3,487,000 | 92 |
| Number of Managed Accounts | $3,279,000 | 73 |
| Number of Non-Managed Accounts | $208,000 | 134 |
| Total fiduciary and related assets | $1,439,320,000 | 220 |
| Managed Assets ($) | $1,230,534,000 | 198 |
| Non-managed Assets ($) | $208,786,000 | 212 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,863,000 | 291 |
| 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 | $3,402,000 | 93 |
| Number of Managed Accounts | $3,195,000 | 75 |
| Number of Non-Managed Accounts | $207,000 | 147 |
| Total fiduciary and related assets | $1,381,696,000 | 222 |
| Managed Assets ($) | $1,171,745,000 | 200 |
| Non-managed Assets ($) | $209,951,000 | 218 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,512,000 | 297 |
| 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 | $3,284,000 | 96 |
| Number of Managed Accounts | $3,072,000 | 79 |
| Number of Non-Managed Accounts | $212,000 | 136 |
| Total fiduciary and related assets | $1,322,534,000 | 225 |
| Managed Assets ($) | $1,112,241,000 | 206 |
| Non-managed Assets ($) | $210,293,000 | 205 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,244,000 | 277 |
| 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 | $3,206,000 | 96 |
| Number of Managed Accounts | $1,847,000 | 116 |
| Number of Non-Managed Accounts | $1,359,000 | 57 |
| Total fiduciary and related assets | $1,231,159,000 | 222 |
| Managed Assets ($) | $606,287,000 | 277 |
| Non-managed Assets ($) | $624,872,000 | 140 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,436,000 | 278 |
| 2023-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 5 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 375 |
| Number of Managed Accounts | $0 | 366 |
| Number of Non-Managed Accounts | $0 | 365 |
| Total fiduciary and related assets | $0 | 376 |
| Managed Assets ($) | $0 | 366 |
| Non-managed Assets ($) | $0 | 363 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,294,000 | 278 |
| 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 | $2,968,000 | 97 |
| Number of Managed Accounts | $1,837,000 | 113 |
| Number of Non-Managed Accounts | $1,131,000 | 59 |
| Total fiduciary and related assets | $1,091,368,000 | 227 |
| Managed Assets ($) | $602,592,000 | 270 |
| Non-managed Assets ($) | $488,776,000 | 144 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,156,000 | 279 |
| 2023-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 384 |
| Number of Managed Accounts | $0 | 375 |
| Number of Non-Managed Accounts | $0 | 373 |
| Total fiduciary and related assets | $0 | 384 |
| Managed Assets ($) | $0 | 375 |
| Non-managed Assets ($) | $0 | 373 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,055,000 | 290 |
| 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 | $2,538,000 | 118 |
| Number of Managed Accounts | $1,808,000 | 124 |
| Number of Non-Managed Accounts | $730,000 | 79 |
| Total fiduciary and related assets | $889,252,000 | 262 |
| Managed Assets ($) | $555,889,000 | 286 |
| Non-managed Assets ($) | $333,363,000 | 174 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,985,000 | 301 |
| 2022-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 399 |
| Number of Managed Accounts | $0 | 389 |
| Number of Non-Managed Accounts | $0 | 385 |
| Total fiduciary and related assets | $0 | 399 |
| Managed Assets ($) | $0 | 389 |
| Non-managed Assets ($) | $0 | 385 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,982,000 | 299 |
| 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 | $2,169,000 | 118 |
| Number of Managed Accounts | $1,765,000 | 118 |
| Number of Non-Managed Accounts | $404,000 | 88 |
| Total fiduciary and related assets | $776,282,000 | 238 |
| Managed Assets ($) | $549,872,000 | 247 |
| Non-managed Assets ($) | $226,410,000 | 173 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,999,000 | 265 |
| 2022-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 359 |
| Number of Managed Accounts | $0 | 350 |
| Number of Non-Managed Accounts | $0 | 347 |
| Total fiduciary and related assets | $0 | 358 |
| Managed Assets ($) | $0 | 350 |
| Non-managed Assets ($) | $0 | 346 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,020,000 | 264 |
| 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 | $2,075,000 | 126 |
| Number of Managed Accounts | $1,683,000 | 125 |
| Number of Non-Managed Accounts | $392,000 | 96 |
| Total fiduciary and related assets | $821,616,000 | 248 |
| Managed Assets ($) | $601,531,000 | 257 |
| Non-managed Assets ($) | $220,085,000 | 191 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,775,000 | 271 |
| 2021-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 343 |
| Number of Managed Accounts | $0 | 335 |
| Number of Non-Managed Accounts | $0 | 330 |
| Total fiduciary and related assets | $0 | 343 |
| Managed Assets ($) | $0 | 335 |
| Non-managed Assets ($) | $0 | 330 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,772,000 | 273 |
| 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 | $2,034,000 | 128 |
| Number of Managed Accounts | $1,600,000 | 132 |
| Number of Non-Managed Accounts | $434,000 | 86 |
| Total fiduciary and related assets | $732,819,000 | 253 |
| Managed Assets ($) | $520,942,000 | 264 |
| Non-managed Assets ($) | $211,877,000 | 191 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,798,000 | 272 |
| 2021-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 345 |
| Number of Managed Accounts | $0 | 337 |
| Number of Non-Managed Accounts | $0 | 333 |
| Total fiduciary and related assets | $0 | 345 |
| Managed Assets ($) | $0 | 337 |
| Non-managed Assets ($) | $0 | 332 |
| Memoranda | ||
| Gross Fiduciary activities income | $862,000 | 277 |
| 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 | $3,134,000 | 86 |
| Number of Managed Accounts | $2,703,000 | 81 |
| Number of Non-Managed Accounts | $431,000 | 95 |
| Total fiduciary and related assets | $707,968,000 | 252 |
| Managed Assets ($) | $569,838,000 | 243 |
| Non-managed Assets ($) | $138,130,000 | 218 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,136,000 | 277 |
| 2020-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 346 |
| Number of Managed Accounts | $0 | 338 |
| Number of Non-Managed Accounts | $0 | 335 |
| Total fiduciary and related assets | $0 | 346 |
| Managed Assets ($) | $0 | 338 |
| Non-managed Assets ($) | $0 | 335 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,293,000 | 274 |
| 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 | $3,030,000 | 87 |
| Number of Managed Accounts | $2,605,000 | 81 |
| Number of Non-Managed Accounts | $425,000 | 91 |
| Total fiduciary and related assets | $666,443,000 | 252 |
| Managed Assets ($) | $543,009,000 | 240 |
| Non-managed Assets ($) | $123,434,000 | 218 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,482,000 | 283 |
| 2020-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 351 |
| Number of Managed Accounts | $0 | 342 |
| Number of Non-Managed Accounts | $0 | 338 |
| Total fiduciary and related assets | $0 | 351 |
| Managed Assets ($) | $0 | 342 |
| Non-managed Assets ($) | $0 | 338 |
| Memoranda | ||
| Gross Fiduciary activities income | $855,000 | 265 |
| 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 | $2,890,000 | 92 |
| Number of Managed Accounts | $2,473,000 | 87 |
| Number of Non-Managed Accounts | $417,000 | 100 |
| Total fiduciary and related assets | $713,908,000 | 242 |
| Managed Assets ($) | $551,063,000 | 240 |
| Non-managed Assets ($) | $162,845,000 | 204 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,065,000 | 277 |
| 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 | $0 | 357 |
| Number of Managed Accounts | $0 | 349 |
| Number of Non-Managed Accounts | $0 | 341 |
| Total fiduciary and related assets | $0 | 357 |
| Managed Assets ($) | $0 | 349 |
| Non-managed Assets ($) | $0 | 341 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,181,000 | 283 |
| 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 | $6,171,000 | 50 |
| Number of Managed Accounts | $2,307,000 | 94 |
| Number of Non-Managed Accounts | $3,864,000 | 26 |
| Total fiduciary and related assets | $676,832,000 | 244 |
| Managed Assets ($) | $509,169,000 | 242 |
| Non-managed Assets ($) | $167,663,000 | 193 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,423,000 | 289 |
| 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 | $6,050,000 | 50 |
| Number of Managed Accounts | $2,221,000 | 96 |
| Number of Non-Managed Accounts | $3,829,000 | 25 |
| Total fiduciary and related assets | $666,723,000 | 242 |
| Managed Assets ($) | $500,871,000 | 240 |
| Non-managed Assets ($) | $165,852,000 | 194 |
| Memoranda | ||
| Gross Fiduciary activities income | $696,000 | 289 |
| 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 | $6,038,000 | 51 |
| Number of Managed Accounts | $2,146,000 | 97 |
| Number of Non-Managed Accounts | $3,892,000 | 27 |
| Total fiduciary and related assets | $635,590,000 | 245 |
| Managed Assets ($) | $462,006,000 | 244 |
| Non-managed Assets ($) | $173,584,000 | 186 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,727,000 | 294 |
| 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 | $5,964,000 | 50 |
| Number of Managed Accounts | $2,092,000 | 99 |
| Number of Non-Managed Accounts | $3,872,000 | 25 |
| Total fiduciary and related assets | $644,005,000 | 252 |
| Managed Assets ($) | $482,764,000 | 245 |
| Non-managed Assets ($) | $161,241,000 | 198 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,944,000 | 307 |
| 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 | $5,851,000 | 49 |
| Number of Managed Accounts | $2,003,000 | 105 |
| Number of Non-Managed Accounts | $3,848,000 | 25 |
| Total fiduciary and related assets | $609,607,000 | 256 |
| Managed Assets ($) | $450,585,000 | 251 |
| Non-managed Assets ($) | $159,022,000 | 201 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,247,000 | 310 |
| 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 | $5,713,000 | 54 |
| Number of Managed Accounts | $1,890,000 | 108 |
| Number of Non-Managed Accounts | $3,823,000 | 27 |
| Total fiduciary and related assets | $585,121,000 | 259 |
| Managed Assets ($) | $423,277,000 | 263 |
| Non-managed Assets ($) | $161,844,000 | 201 |
| Memoranda | ||
| Gross Fiduciary activities income | $602,000 | 315 |
| 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 | $5,568,000 | 58 |
| Number of Managed Accounts | $1,792,000 | 112 |
| Number of Non-Managed Accounts | $3,776,000 | 30 |
| Total fiduciary and related assets | $581,911,000 | 259 |
| Managed Assets ($) | $421,587,000 | 266 |
| Non-managed Assets ($) | $160,324,000 | 203 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,339,000 | 313 |
| 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 | $5,443,000 | 59 |
| Number of Managed Accounts | $1,706,000 | 117 |
| Number of Non-Managed Accounts | $3,737,000 | 28 |
| Total fiduciary and related assets | $523,141,000 | 276 |
| Managed Assets ($) | $372,116,000 | 278 |
| Non-managed Assets ($) | $151,025,000 | 209 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,627,000 | 322 |
| 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 | $5,291,000 | 59 |
| Number of Managed Accounts | $1,622,000 | 120 |
| Number of Non-Managed Accounts | $3,669,000 | 28 |
| Total fiduciary and related assets | $512,538,000 | 271 |
| Managed Assets ($) | $360,426,000 | 278 |
| Non-managed Assets ($) | $152,112,000 | 201 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,078,000 | 325 |
| 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 | $5,190,000 | 59 |
| Number of Managed Accounts | $1,549,000 | 120 |
| Number of Non-Managed Accounts | $3,641,000 | 29 |
| Total fiduciary and related assets | $512,082,000 | 270 |
| Managed Assets ($) | $362,011,000 | 277 |
| Non-managed Assets ($) | $150,071,000 | 200 |
| Memoranda | ||
| Gross Fiduciary activities income | $536,000 | 325 |
| 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 | $5,040,000 | 60 |
| Number of Managed Accounts | $1,454,000 | 127 |
| Number of Non-Managed Accounts | $3,586,000 | 32 |
| Total fiduciary and related assets | $491,111,000 | 268 |
| Managed Assets ($) | $352,211,000 | 281 |
| Non-managed Assets ($) | $138,900,000 | 206 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,064,000 | 329 |
| 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 | $4,923,000 | 60 |
| Number of Managed Accounts | $1,391,000 | 132 |
| Number of Non-Managed Accounts | $3,532,000 | 30 |
| Total fiduciary and related assets | $488,577,000 | 270 |
| Managed Assets ($) | $349,900,000 | 277 |
| Non-managed Assets ($) | $138,677,000 | 204 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,555,000 | 326 |
| 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 | $4,845,000 | 60 |
| Number of Managed Accounts | $1,346,000 | 138 |
| Number of Non-Managed Accounts | $3,499,000 | 30 |
| Total fiduciary and related assets | $478,052,000 | 276 |
| Managed Assets ($) | $340,159,000 | 285 |
| Non-managed Assets ($) | $137,893,000 | 207 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,034,000 | 328 |
| 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 | $4,764,000 | 60 |
| Number of Managed Accounts | $1,304,000 | 141 |
| Number of Non-Managed Accounts | $3,460,000 | 30 |
| Total fiduciary and related assets | $485,768,000 | 268 |
| Managed Assets ($) | $345,311,000 | 277 |
| Non-managed Assets ($) | $140,457,000 | 201 |
| Memoranda | ||
| Gross Fiduciary activities income | $516,000 | 323 |
| 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 | $4,647,000 | 60 |
| Number of Managed Accounts | $1,237,000 | 148 |
| Number of Non-Managed Accounts | $3,410,000 | 32 |
| Total fiduciary and related assets | $433,856,000 | 290 |
| Managed Assets ($) | $295,410,000 | 301 |
| Non-managed Assets ($) | $138,446,000 | 205 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,933,000 | 345 |
| 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 | $4,559,000 | 58 |
| Number of Managed Accounts | $1,159,000 | 150 |
| Number of Non-Managed Accounts | $3,400,000 | 29 |
| Total fiduciary and related assets | $415,724,000 | 294 |
| Managed Assets ($) | $281,419,000 | 306 |
| Non-managed Assets ($) | $134,305,000 | 202 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,477,000 | 338 |
| 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 | $4,421,000 | 61 |
| Number of Managed Accounts | $1,091,000 | 158 |
| Number of Non-Managed Accounts | $3,330,000 | 29 |
| Total fiduciary and related assets | $422,706,000 | 298 |
| Managed Assets ($) | $283,020,000 | 308 |
| Non-managed Assets ($) | $139,686,000 | 199 |
| Memoranda | ||
| Gross Fiduciary activities income | $980,000 | 341 |
| 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 | $4,383,000 | 64 |
| Number of Managed Accounts | $1,029,000 | 160 |
| Number of Non-Managed Accounts | $3,354,000 | 30 |
| Total fiduciary and related assets | $418,643,000 | 302 |
| Managed Assets ($) | $280,660,000 | 309 |
| Non-managed Assets ($) | $137,983,000 | 201 |
| Memoranda | ||
| Gross Fiduciary activities income | $486,000 | 338 |
| 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 | $4,320,000 | 65 |
| Number of Managed Accounts | $973,000 | 171 |
| Number of Non-Managed Accounts | $3,347,000 | 35 |
| Total fiduciary and related assets | $415,050,000 | 301 |
| Managed Assets ($) | $278,102,000 | 314 |
| Non-managed Assets ($) | $136,948,000 | 199 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,781,000 | 355 |
| 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 | $4,201,000 | 62 |
| Number of Managed Accounts | $924,000 | 178 |
| Number of Non-Managed Accounts | $3,277,000 | 33 |
| Total fiduciary and related assets | $401,451,000 | 303 |
| Managed Assets ($) | $266,878,000 | 317 |
| Non-managed Assets ($) | $134,573,000 | 197 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,215,000 | 375 |
| 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 | $4,111,000 | 61 |
| Number of Managed Accounts | $862,000 | 188 |
| Number of Non-Managed Accounts | $3,249,000 | 34 |
| Total fiduciary and related assets | $404,019,000 | 302 |
| Managed Assets ($) | $262,842,000 | 322 |
| Non-managed Assets ($) | $141,177,000 | 199 |
| Memoranda | ||
| Gross Fiduciary activities income | $806,000 | 377 |
| 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 | $7,870,000 | 41 |
| Number of Managed Accounts | $1,517,000 | 112 |
| Number of Non-Managed Accounts | $6,353,000 | 25 |
| Total fiduciary and related assets | $671,558,000 | 228 |
| Managed Assets ($) | $413,125,000 | 253 |
| Non-managed Assets ($) | $258,433,000 | 155 |
| Memoranda | ||
| Gross Fiduciary activities income | $399,000 | 373 |
| 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 | $3,822,000 | 69 |
| Number of Managed Accounts | $723,000 | 217 |
| Number of Non-Managed Accounts | $3,099,000 | 36 |
| Total fiduciary and related assets | $374,878,000 | 314 |
| Managed Assets ($) | $246,402,000 | 325 |
| Non-managed Assets ($) | $128,476,000 | 211 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,508,000 | 375 |
| 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 | $3,678,000 | 69 |
| Number of Managed Accounts | $671,000 | 220 |
| Number of Non-Managed Accounts | $3,007,000 | 36 |
| Total fiduciary and related assets | $364,828,000 | 310 |
| Managed Assets ($) | $239,456,000 | 314 |
| Non-managed Assets ($) | $125,372,000 | 203 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,049,000 | 393 |
| 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 | $3,524,000 | 72 |
| Number of Managed Accounts | $627,000 | 230 |
| Number of Non-Managed Accounts | $2,897,000 | 38 |
| Total fiduciary and related assets | $330,986,000 | 326 |
| Managed Assets ($) | $207,886,000 | 323 |
| Non-managed Assets ($) | $123,100,000 | 205 |
| Memoranda | ||
| Gross Fiduciary activities income | $668,000 | 398 |
| 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 | $3,404,000 | 73 |
| Number of Managed Accounts | $593,000 | 238 |
| Number of Non-Managed Accounts | $2,811,000 | 38 |
| Total fiduciary and related assets | $320,211,000 | 328 |
| Managed Assets ($) | $197,847,000 | 329 |
| Non-managed Assets ($) | $122,364,000 | 207 |
| Memoranda | ||
| Gross Fiduciary activities income | $319,000 | 411 |
| 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 | $3,291,000 | 76 |
| Number of Managed Accounts | $553,000 | 261 |
| Number of Non-Managed Accounts | $2,738,000 | 42 |
| Total fiduciary and related assets | $306,778,000 | 330 |
| Managed Assets ($) | $185,036,000 | 356 |
| Non-managed Assets ($) | $121,742,000 | 219 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,353,000 | 383 |
| 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 | $3,129,000 | 77 |
| Number of Managed Accounts | $503,000 | 258 |
| Number of Non-Managed Accounts | $2,626,000 | 39 |
| Total fiduciary and related assets | $294,354,000 | 329 |
| Managed Assets ($) | $176,524,000 | 330 |
| Non-managed Assets ($) | $117,830,000 | 201 |
| Memoranda | ||
| Gross Fiduciary activities income | $897,000 | 408 |
| 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 | $2,989,000 | 78 |
| Number of Managed Accounts | $462,000 | 261 |
| Number of Non-Managed Accounts | $2,527,000 | 42 |
| Total fiduciary and related assets | $287,943,000 | 328 |
| Managed Assets ($) | $172,795,000 | 323 |
| Non-managed Assets ($) | $115,148,000 | 202 |
| Memoranda | ||
| Gross Fiduciary activities income | $583,000 | 410 |
| 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 | $3,136,000 | 77 |
| Number of Managed Accounts | $420,000 | 272 |
| Number of Non-Managed Accounts | $2,716,000 | 39 |
| Total fiduciary and related assets | $285,658,000 | 334 |
| Managed Assets ($) | $167,564,000 | 327 |
| Non-managed Assets ($) | $118,094,000 | 196 |
| Memoranda | ||
| Gross Fiduciary activities income | $292,000 | 411 |
| 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 | $2,852,000 | 84 |
| Number of Managed Accounts | $388,000 | 331 |
| Number of Non-Managed Accounts | $2,464,000 | 45 |
| Total fiduciary and related assets | $274,834,000 | 337 |
| Managed Assets ($) | $160,741,000 | 359 |
| Non-managed Assets ($) | $114,093,000 | 209 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,016,000 | 397 |
| 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 | $0 | 417 |
| Number of Managed Accounts | $0 | 397 |
| Number of Non-Managed Accounts | $0 | 395 |
| Total fiduciary and related assets | $0 | 415 |
| Managed Assets ($) | $0 | 397 |
| Non-managed Assets ($) | $0 | 393 |
| Memoranda | ||
| Gross Fiduciary activities income | $746,000 | 395 |
| 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 | $0 | 423 |
| Number of Managed Accounts | $0 | 403 |
| Number of Non-Managed Accounts | $0 | 400 |
| Total fiduciary and related assets | $0 | 421 |
| Managed Assets ($) | $0 | 403 |
| Non-managed Assets ($) | $0 | 398 |
| Memoranda | ||
| Gross Fiduciary activities income | $462,000 | 418 |
| 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 | $0 | 428 |
| Number of Managed Accounts | $0 | 410 |
| Number of Non-Managed Accounts | $0 | 404 |
| Total fiduciary and related assets | $0 | 427 |
| Managed Assets ($) | $0 | 410 |
| Non-managed Assets ($) | $0 | 403 |
| Memoranda | ||
| Gross Fiduciary activities income | $261,000 | 395 |
| 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 | $1,393,000 | 155 |
| Number of Managed Accounts | $305,000 | 393 |
| Number of Non-Managed Accounts | $1,088,000 | 68 |
| Total fiduciary and related assets | $226,623,000 | 370 |
| Managed Assets ($) | $143,147,000 | 395 |
| Non-managed Assets ($) | $83,476,000 | 248 |
| Memoranda | ||
| Gross Fiduciary activities income | $903,000 | 420 |
| 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 | $0 | 412 |
| Number of Managed Accounts | $0 | 393 |
| Number of Non-Managed Accounts | $0 | 391 |
| Total fiduciary and related assets | $0 | 411 |
| Managed Assets ($) | $0 | 394 |
| Non-managed Assets ($) | $0 | 389 |
| Memoranda | ||
| Gross Fiduciary activities income | $567,000 | 457 |
| 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 | $0 | 414 |
| Number of Managed Accounts | $0 | 393 |
| Number of Non-Managed Accounts | $0 | 394 |
| Total fiduciary and related assets | $0 | 413 |
| Managed Assets ($) | $0 | 394 |
| Non-managed Assets ($) | $0 | 392 |
| Memoranda | ||
| Gross Fiduciary activities income | $352,000 | 477 |
| 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 | $0 | 421 |
| Number of Managed Accounts | $0 | 397 |
| Number of Non-Managed Accounts | $0 | 401 |
| Total fiduciary and related assets | $0 | 419 |
| Managed Assets ($) | $0 | 397 |
| Non-managed Assets ($) | $0 | 399 |
| Memoranda | ||
| Gross Fiduciary activities income | $161,000 | 512 |
| 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 | $451,000 | 401 |
| Number of Managed Accounts | $267,000 | 416 |
| Number of Non-Managed Accounts | $184,000 | 231 |
| Total fiduciary and related assets | $175,395,000 | 425 |
| Managed Assets ($) | $126,871,000 | 417 |
| Non-managed Assets ($) | $48,524,000 | 333 |
| Memoranda | ||
| Gross Fiduciary activities income | $654,000 | 483 |
| 2009-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 409 |
| Number of Managed Accounts | $0 | 386 |
| Number of Non-Managed Accounts | $0 | 386 |
| Total fiduciary and related assets | $0 | 408 |
| Managed Assets ($) | $0 | 386 |
| Non-managed Assets ($) | $0 | 385 |
| Memoranda | ||
| Gross Fiduciary activities income | $489,000 | 477 |
| 2009-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 415 |
| Number of Managed Accounts | $0 | 392 |
| Number of Non-Managed Accounts | $0 | 393 |
| Total fiduciary and related assets | $0 | 414 |
| Managed Assets ($) | $0 | 392 |
| Non-managed Assets ($) | $0 | 391 |
| Memoranda | ||
| Gross Fiduciary activities income | $324,000 | 484 |
| 2009-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 418 |
| Number of Managed Accounts | $0 | 395 |
| Number of Non-Managed Accounts | $0 | 393 |
| Total fiduciary and related assets | $0 | 417 |
| Managed Assets ($) | $0 | 395 |
| Non-managed Assets ($) | $0 | 392 |
| Memoranda | ||
| Gross Fiduciary activities income | $161,000 | 492 |
| 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 | $328,000 | 488 |
| Number of Managed Accounts | $167,000 | 566 |
| Number of Non-Managed Accounts | $161,000 | 258 |
| Total fiduciary and related assets | $172,276,000 | 419 |
| Managed Assets ($) | $110,685,000 | 442 |
| Non-managed Assets ($) | $61,591,000 | 273 |
| Memoranda | ||
| Gross Fiduciary activities income | $646,000 | 509 |
| 2008-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 441 |
| Number of Managed Accounts | $0 | 419 |
| Number of Non-Managed Accounts | $0 | 421 |
| Total fiduciary and related assets | $0 | 440 |
| Managed Assets ($) | $0 | 419 |
| Non-managed Assets ($) | $0 | 420 |
| Memoranda | ||
| Gross Fiduciary activities income | $491,000 | 516 |
| 2008-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 450 |
| Number of Managed Accounts | $0 | 425 |
| Number of Non-Managed Accounts | $0 | 427 |
| Total fiduciary and related assets | $0 | 449 |
| Managed Assets ($) | $0 | 425 |
| Non-managed Assets ($) | $0 | 426 |
| Memoranda | ||
| Gross Fiduciary activities income | $326,000 | 528 |
| 2008-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 460 |
| Number of Managed Accounts | $0 | 434 |
| Number of Non-Managed Accounts | $0 | 433 |
| Total fiduciary and related assets | $0 | 459 |
| Managed Assets ($) | $0 | 434 |
| Non-managed Assets ($) | $0 | 431 |
| Memoranda | ||
| Gross Fiduciary activities income | $163,000 | 538 |
| 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 | $289,000 | 530 |
| Number of Managed Accounts | $127,000 | 647 |
| Number of Non-Managed Accounts | $162,000 | 265 |
| Total fiduciary and related assets | $178,751,000 | 454 |
| Managed Assets ($) | $120,519,000 | 461 |
| Non-managed Assets ($) | $58,232,000 | 331 |
| Memoranda | ||
| Gross Fiduciary activities income | $655,000 | 529 |
| 2007-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 444 |
| Number of Managed Accounts | $0 | 421 |
| Number of Non-Managed Accounts | $0 | 417 |
| Total fiduciary and related assets | $0 | 443 |
| Managed Assets ($) | $0 | 421 |
| Non-managed Assets ($) | $0 | 416 |
| Memoranda | ||
| Gross Fiduciary activities income | $489,000 | 533 |
| 2007-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 450 |
| Number of Managed Accounts | $0 | 427 |
| Number of Non-Managed Accounts | $0 | 422 |
| Total fiduciary and related assets | $0 | 449 |
| Managed Assets ($) | $0 | 427 |
| Non-managed Assets ($) | $0 | 421 |
| Memoranda | ||
| Gross Fiduciary activities income | $325,000 | 538 |
| 2007-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 451 |
| Number of Managed Accounts | $0 | 427 |
| Number of Non-Managed Accounts | $0 | 425 |
| Total fiduciary and related assets | $0 | 450 |
| Managed Assets ($) | $0 | 427 |
| Non-managed Assets ($) | $0 | 424 |
| Memoranda | ||
| Gross Fiduciary activities income | $161,000 | 545 |
| 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 | $299,000 | 511 |
| Number of Managed Accounts | $107,000 | 714 |
| Number of Non-Managed Accounts | $192,000 | 241 |
| Total fiduciary and related assets | $156,241,000 | 484 |
| Managed Assets ($) | $107,808,000 | 477 |
| Non-managed Assets ($) | $48,433,000 | 355 |
| Memoranda | ||
| Gross Fiduciary activities income | $725,000 | 492 |
| 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 | $524,000 | 498 |
| 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 | $360,000 | 499 |
| 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 | $150,000 | 560 |
| 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 | $283,000 | 553 |
| Number of Managed Accounts | $115,000 | 715 |
| Number of Non-Managed Accounts | $168,000 | 280 |
| Total fiduciary and related assets | $177,075,000 | 443 |
| Managed Assets ($) | $126,762,000 | 428 |
| Non-managed Assets ($) | $50,313,000 | 342 |
| Memoranda | ||
| Gross Fiduciary activities income | $652,000 | 510 |
| 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 | $473,000 | 513 |
| 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 | $300,000 | 536 |
| 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 | $129,000 | 588 |
| 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 | $205,000 | 677 |
| Number of Managed Accounts | $93,000 | 769 |
| Number of Non-Managed Accounts | $112,000 | 384 |
| Total fiduciary and related assets | $161,380,000 | 453 |
| Managed Assets ($) | $120,295,000 | 430 |
| Non-managed Assets ($) | $41,085,000 | 376 |
| Memoranda | ||
| Gross Fiduciary activities income | $490,000 | 580 |
| 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 | $355,000 | 592 |
| 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 | $211,000 | 625 |
| 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 | $117,000 | 604 |
| 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 | $59,000 | 1,113 |
| Number of Managed Accounts | $58,000 | 920 |
| Number of Non-Managed Accounts | $1,000 | 1,306 |
| Total fiduciary and related assets | $103,253,000 | 557 |
| Managed Assets ($) | $103,003,000 | 460 |
| Non-managed Assets ($) | $250,000 | 1,260 |
| Memoranda | ||
| Gross Fiduciary activities income | $334,000 | 672 |
| 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 | $237,000 | 693 |
| 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 | $160,000 | 691 |
| 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 | $50,000 | 458 |
| Number of Managed Accounts | $50,000 | 418 |
| Number of Non-Managed Accounts | $0 | 460 |
| Total fiduciary and related assets | $90,606,000 | 418 |
| Managed Assets ($) | $90,606,000 | 378 |
| Non-managed Assets ($) | $0 | 458 |
| Memoranda | ||
| Gross Fiduciary activities income | $88,000 | 684 |
| 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 | $49,000 | 1,210 |
| Number of Managed Accounts | $49,000 | 1,008 |
| Number of Non-Managed Accounts | $0 | 1,465 |
| Total fiduciary and related assets | $89,433,000 | 605 |
| Managed Assets ($) | $89,433,000 | 498 |
| Non-managed Assets ($) | $0 | 1,452 |
| Memoranda | ||
| Gross Fiduciary activities income | $333,000 | 683 |
| 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 | $44,000 | 1,181 |
| Number of Managed Accounts | $43,000 | 1,012 |
| Number of Non-Managed Accounts | $1,000 | 1,287 |
| Total fiduciary and related assets | $51,811,000 | 730 |
| Managed Assets ($) | $51,754,000 | 628 |
| Non-managed Assets ($) | $57,000 | 1,318 |
| Memoranda | ||
| Gross Fiduciary activities income | $281,000 | 739 |
| 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 | $235,000 | 772 |
| 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 | $71,000 | 1,043 |
| 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 | $0 | 1,398 |
| 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 | $0 | 1,450 |
| 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 |