Home > United Bank > Fiduciary and Related Services
United Bank, Fiduciary and Related Services
| 2023-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 4 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,635,000 | 163 |
| Number of Managed Accounts | $1,162,000 | 177 |
| Number of Non-Managed Accounts | $473,000 | 92 |
| Total fiduciary and related assets | $4,336,815,000 | 119 |
| Managed Assets ($) | $2,685,192,000 | 112 |
| Non-managed Assets ($) | $1,651,623,000 | 101 |
| Memoranda | ||
| Gross Fiduciary activities income | $18,318,000 | 126 |
| 2023-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 5 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,668,000 | 156 |
| Number of Managed Accounts | $1,200,000 | 164 |
| Number of Non-Managed Accounts | $468,000 | 86 |
| Total fiduciary and related assets | $4,080,367,000 | 121 |
| Managed Assets ($) | $2,588,131,000 | 113 |
| Non-managed Assets ($) | $1,492,236,000 | 104 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,810,000 | 123 |
| 2023-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 3 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,675,000 | 158 |
| Number of Managed Accounts | $1,208,000 | 163 |
| Number of Non-Managed Accounts | $467,000 | 89 |
| Total fiduciary and related assets | $4,152,571,000 | 117 |
| Managed Assets ($) | $2,627,138,000 | 108 |
| Non-managed Assets ($) | $1,525,433,000 | 100 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,295,000 | 118 |
| 2023-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,654,000 | 165 |
| Number of Managed Accounts | $1,198,000 | 169 |
| Number of Non-Managed Accounts | $456,000 | 92 |
| Total fiduciary and related assets | $4,185,121,000 | 125 |
| Managed Assets ($) | $2,762,437,000 | 112 |
| Non-managed Assets ($) | $1,422,684,000 | 109 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,780,000 | 121 |
| 2022-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,671,000 | 167 |
| Number of Managed Accounts | $1,200,000 | 170 |
| Number of Non-Managed Accounts | $471,000 | 92 |
| Total fiduciary and related assets | $3,986,498,000 | 125 |
| Managed Assets ($) | $2,731,935,000 | 112 |
| Non-managed Assets ($) | $1,254,563,000 | 115 |
| Memoranda | ||
| Gross Fiduciary activities income | $17,216,000 | 128 |
| 2022-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,662,000 | 165 |
| Number of Managed Accounts | $1,188,000 | 173 |
| Number of Non-Managed Accounts | $474,000 | 86 |
| Total fiduciary and related assets | $3,761,494,000 | 127 |
| Managed Assets ($) | $2,575,144,000 | 110 |
| Non-managed Assets ($) | $1,186,350,000 | 116 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,804,000 | 131 |
| 2022-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,677,000 | 145 |
| Number of Managed Accounts | $1,192,000 | 156 |
| Number of Non-Managed Accounts | $485,000 | 76 |
| Total fiduciary and related assets | $3,651,986,000 | 109 |
| Managed Assets ($) | $2,496,426,000 | 96 |
| Non-managed Assets ($) | $1,155,560,000 | 96 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,421,000 | 110 |
| 2022-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,623,000 | 151 |
| Number of Managed Accounts | $1,133,000 | 167 |
| Number of Non-Managed Accounts | $490,000 | 75 |
| Total fiduciary and related assets | $3,930,467,000 | 110 |
| Managed Assets ($) | $2,686,743,000 | 98 |
| Non-managed Assets ($) | $1,243,724,000 | 96 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,128,000 | 115 |
| 2021-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,645,000 | 154 |
| Number of Managed Accounts | $1,134,000 | 167 |
| Number of Non-Managed Accounts | $511,000 | 79 |
| Total fiduciary and related assets | $4,137,303,000 | 108 |
| Managed Assets ($) | $2,781,480,000 | 97 |
| Non-managed Assets ($) | $1,355,823,000 | 96 |
| Memoranda | ||
| Gross Fiduciary activities income | $16,552,000 | 111 |
| 2021-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,634,000 | 153 |
| Number of Managed Accounts | $1,138,000 | 163 |
| Number of Non-Managed Accounts | $496,000 | 77 |
| Total fiduciary and related assets | $3,918,615,000 | 111 |
| Managed Assets ($) | $2,668,316,000 | 100 |
| Non-managed Assets ($) | $1,250,299,000 | 95 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,223,000 | 111 |
| 2021-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,583,000 | 158 |
| Number of Managed Accounts | $1,131,000 | 167 |
| Number of Non-Managed Accounts | $452,000 | 85 |
| Total fiduciary and related assets | $4,040,807,000 | 109 |
| Managed Assets ($) | $2,667,995,000 | 100 |
| Non-managed Assets ($) | $1,372,812,000 | 92 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,954,000 | 112 |
| 2021-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,557,000 | 157 |
| Number of Managed Accounts | $1,129,000 | 164 |
| Number of Non-Managed Accounts | $428,000 | 87 |
| Total fiduciary and related assets | $3,852,296,000 | 107 |
| Managed Assets ($) | $2,580,075,000 | 98 |
| Non-managed Assets ($) | $1,272,221,000 | 93 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,763,000 | 118 |
| 2020-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,554,000 | 159 |
| Number of Managed Accounts | $1,119,000 | 168 |
| Number of Non-Managed Accounts | $435,000 | 94 |
| Total fiduciary and related assets | $3,794,765,000 | 107 |
| Managed Assets ($) | $2,464,905,000 | 101 |
| Non-managed Assets ($) | $1,329,860,000 | 91 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,903,000 | 116 |
| 2020-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,594,000 | 156 |
| Number of Managed Accounts | $1,111,000 | 164 |
| Number of Non-Managed Accounts | $483,000 | 83 |
| Total fiduciary and related assets | $3,567,408,000 | 104 |
| Managed Assets ($) | $2,231,752,000 | 102 |
| Non-managed Assets ($) | $1,335,656,000 | 88 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,317,000 | 115 |
| 2020-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,603,000 | 155 |
| Number of Managed Accounts | $1,118,000 | 167 |
| Number of Non-Managed Accounts | $485,000 | 85 |
| Total fiduciary and related assets | $3,397,568,000 | 106 |
| Managed Assets ($) | $2,108,489,000 | 104 |
| Non-managed Assets ($) | $1,289,079,000 | 92 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,744,000 | 117 |
| 2020-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,597,000 | 155 |
| Number of Managed Accounts | $1,124,000 | 164 |
| Number of Non-Managed Accounts | $473,000 | 82 |
| Total fiduciary and related assets | $3,109,222,000 | 105 |
| Managed Assets ($) | $1,892,589,000 | 106 |
| Non-managed Assets ($) | $1,216,633,000 | 88 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,483,000 | 118 |
| 2019-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,541,000 | 161 |
| Number of Managed Accounts | $1,111,000 | 169 |
| Number of Non-Managed Accounts | $430,000 | 99 |
| Total fiduciary and related assets | $3,429,515,000 | 105 |
| Managed Assets ($) | $2,175,421,000 | 104 |
| Non-managed Assets ($) | $1,254,094,000 | 92 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,873,000 | 117 |
| 2019-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,641,000 | 154 |
| Number of Managed Accounts | $1,132,000 | 162 |
| Number of Non-Managed Accounts | $509,000 | 84 |
| Total fiduciary and related assets | $3,354,510,000 | 106 |
| Managed Assets ($) | $2,106,490,000 | 106 |
| Non-managed Assets ($) | $1,248,020,000 | 95 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,276,000 | 119 |
| 2019-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,632,000 | 156 |
| Number of Managed Accounts | $1,134,000 | 164 |
| Number of Non-Managed Accounts | $498,000 | 87 |
| Total fiduciary and related assets | $3,293,422,000 | 106 |
| Managed Assets ($) | $2,160,150,000 | 104 |
| Non-managed Assets ($) | $1,133,272,000 | 94 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,702,000 | 119 |
| 2019-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,713,000 | 151 |
| Number of Managed Accounts | $1,204,000 | 158 |
| Number of Non-Managed Accounts | $509,000 | 86 |
| Total fiduciary and related assets | $3,178,307,000 | 107 |
| Managed Assets ($) | $2,101,280,000 | 106 |
| Non-managed Assets ($) | $1,077,027,000 | 96 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,264,000 | 122 |
| 2018-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,716,000 | 151 |
| Number of Managed Accounts | $1,200,000 | 158 |
| Number of Non-Managed Accounts | $516,000 | 94 |
| Total fiduciary and related assets | $2,931,122,000 | 104 |
| Managed Assets ($) | $1,833,838,000 | 107 |
| Non-managed Assets ($) | $1,097,284,000 | 95 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,929,000 | 122 |
| 2018-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,754,000 | 145 |
| Number of Managed Accounts | $1,168,000 | 159 |
| Number of Non-Managed Accounts | $586,000 | 82 |
| Total fiduciary and related assets | $3,165,090,000 | 103 |
| Managed Assets ($) | $1,951,138,000 | 106 |
| Non-managed Assets ($) | $1,213,952,000 | 94 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,544,000 | 124 |
| 2018-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,754,000 | 144 |
| Number of Managed Accounts | $1,177,000 | 162 |
| Number of Non-Managed Accounts | $577,000 | 80 |
| Total fiduciary and related assets | $3,107,095,000 | 106 |
| Managed Assets ($) | $1,858,512,000 | 108 |
| Non-managed Assets ($) | $1,248,583,000 | 93 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,193,000 | 122 |
| 2018-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,765,000 | 146 |
| Number of Managed Accounts | $1,184,000 | 158 |
| Number of Non-Managed Accounts | $581,000 | 83 |
| Total fiduciary and related assets | $3,028,929,000 | 109 |
| Managed Assets ($) | $1,852,591,000 | 108 |
| Non-managed Assets ($) | $1,176,338,000 | 95 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,090,000 | 124 |
| 2017-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,766,000 | 146 |
| Number of Managed Accounts | $1,188,000 | 157 |
| Number of Non-Managed Accounts | $578,000 | 89 |
| Total fiduciary and related assets | $2,998,022,000 | 110 |
| Managed Assets ($) | $1,793,326,000 | 112 |
| Non-managed Assets ($) | $1,204,696,000 | 94 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,762,000 | 121 |
| 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 | $157,000 | 386 |
| Number of Managed Accounts | $153,000 | 368 |
| Number of Non-Managed Accounts | $4,000 | 361 |
| Total fiduciary and related assets | $645,934,000 | 243 |
| Managed Assets ($) | $332,033,000 | 298 |
| Non-managed Assets ($) | $313,901,000 | 154 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,521,000 | 339 |
| 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 | $150,000 | 388 |
| Number of Managed Accounts | $146,000 | 371 |
| Number of Non-Managed Accounts | $4,000 | 365 |
| Total fiduciary and related assets | $562,176,000 | 258 |
| Managed Assets ($) | $296,732,000 | 309 |
| Non-managed Assets ($) | $265,444,000 | 160 |
| Memoranda | ||
| Gross Fiduciary activities income | $986,000 | 341 |
| 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 | $146,000 | 392 |
| Number of Managed Accounts | $142,000 | 374 |
| Number of Non-Managed Accounts | $4,000 | 370 |
| Total fiduciary and related assets | $520,106,000 | 266 |
| Managed Assets ($) | $287,810,000 | 314 |
| Non-managed Assets ($) | $232,296,000 | 167 |
| Memoranda | ||
| Gross Fiduciary activities income | $489,000 | 345 |
| 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 | $166,000 | 621 |
| Number of Managed Accounts | $159,000 | 540 |
| Number of Non-Managed Accounts | $7,000 | 764 |
| Total fiduciary and related assets | $459,965,000 | 282 |
| Managed Assets ($) | $270,112,000 | 321 |
| Non-managed Assets ($) | $189,853,000 | 179 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,059,000 | 330 |
| 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 | $186,000 | 390 |
| Number of Managed Accounts | $176,000 | 367 |
| Number of Non-Managed Accounts | $10,000 | 357 |
| Total fiduciary and related assets | $470,618,000 | 276 |
| Managed Assets ($) | $272,363,000 | 313 |
| Non-managed Assets ($) | $198,255,000 | 173 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,545,000 | 329 |
| 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 | $182,000 | 392 |
| Number of Managed Accounts | $176,000 | 367 |
| Number of Non-Managed Accounts | $6,000 | 369 |
| Total fiduciary and related assets | $477,768,000 | 277 |
| Managed Assets ($) | $270,795,000 | 311 |
| Non-managed Assets ($) | $206,973,000 | 170 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,022,000 | 330 |
| 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 | $174,000 | 393 |
| Number of Managed Accounts | $168,000 | 370 |
| Number of Non-Managed Accounts | $6,000 | 372 |
| Total fiduciary and related assets | $465,196,000 | 275 |
| Managed Assets ($) | $263,862,000 | 313 |
| Non-managed Assets ($) | $201,334,000 | 169 |
| Memoranda | ||
| Gross Fiduciary activities income | $492,000 | 331 |
| 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 | $180,000 | 620 |
| Number of Managed Accounts | $175,000 | 523 |
| Number of Non-Managed Accounts | $5,000 | 852 |
| Total fiduciary and related assets | $446,291,000 | 279 |
| Managed Assets ($) | $254,601,000 | 316 |
| Non-managed Assets ($) | $191,690,000 | 174 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,907,000 | 349 |
| 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 | $182,000 | 390 |
| Number of Managed Accounts | $177,000 | 368 |
| Number of Non-Managed Accounts | $5,000 | 374 |
| Total fiduciary and related assets | $426,806,000 | 284 |
| Managed Assets ($) | $248,286,000 | 317 |
| Non-managed Assets ($) | $178,520,000 | 179 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,369,000 | 356 |
| 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 | $182,000 | 393 |
| Number of Managed Accounts | $177,000 | 371 |
| Number of Non-Managed Accounts | $5,000 | 378 |
| Total fiduciary and related assets | $395,676,000 | 314 |
| Managed Assets ($) | $236,978,000 | 332 |
| Non-managed Assets ($) | $158,698,000 | 190 |
| Memoranda | ||
| Gross Fiduciary activities income | $895,000 | 364 |
| 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 | $200,000 | 390 |
| Number of Managed Accounts | $179,000 | 368 |
| Number of Non-Managed Accounts | $21,000 | 333 |
| Total fiduciary and related assets | $380,003,000 | 319 |
| Managed Assets ($) | $221,645,000 | 343 |
| Non-managed Assets ($) | $158,358,000 | 190 |
| Memoranda | ||
| Gross Fiduciary activities income | $427,000 | 372 |
| 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 | $188,000 | 616 |
| Number of Managed Accounts | $185,000 | 515 |
| Number of Non-Managed Accounts | $3,000 | 945 |
| Total fiduciary and related assets | $364,457,000 | 326 |
| Managed Assets ($) | $223,457,000 | 350 |
| Non-managed Assets ($) | $141,000,000 | 195 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,260,000 | 426 |
| 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 | $0 | 417 |
| Number of Managed Accounts | $0 | 403 |
| Number of Non-Managed Accounts | $0 | 402 |
| Total fiduciary and related assets | $0 | 415 |
| Managed Assets ($) | $0 | 402 |
| Non-managed Assets ($) | $0 | 400 |
| Memoranda | ||
| Gross Fiduciary activities income | $912,000 | 429 |
| 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 | $0 | 417 |
| Number of Managed Accounts | $0 | 403 |
| Number of Non-Managed Accounts | $0 | 404 |
| Total fiduciary and related assets | $0 | 417 |
| Managed Assets ($) | $0 | 404 |
| Non-managed Assets ($) | $0 | 402 |
| Memoranda | ||
| Gross Fiduciary activities income | $593,000 | 434 |
| 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 | $0 | 424 |
| Number of Managed Accounts | $0 | 411 |
| Number of Non-Managed Accounts | $0 | 408 |
| Total fiduciary and related assets | $0 | 423 |
| Managed Assets ($) | $0 | 411 |
| Non-managed Assets ($) | $0 | 406 |
| Memoranda | ||
| Gross Fiduciary activities income | $295,000 | 439 |
| 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 | $150,000 | 676 |
| Number of Managed Accounts | $147,000 | 563 |
| Number of Non-Managed Accounts | $3,000 | 969 |
| Total fiduciary and related assets | $231,606,000 | 395 |
| Managed Assets ($) | $119,249,000 | 468 |
| Non-managed Assets ($) | $112,357,000 | 223 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,103,000 | 440 |
| 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 | $0 | 406 |
| Number of Managed Accounts | $0 | 391 |
| Number of Non-Managed Accounts | $0 | 390 |
| Total fiduciary and related assets | $0 | 405 |
| Managed Assets ($) | $0 | 392 |
| Non-managed Assets ($) | $0 | 388 |
| Memoranda | ||
| Gross Fiduciary activities income | $813,000 | 442 |
| 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 | $0 | 410 |
| Number of Managed Accounts | $0 | 395 |
| Number of Non-Managed Accounts | $0 | 391 |
| Total fiduciary and related assets | $0 | 408 |
| Managed Assets ($) | $0 | 395 |
| Non-managed Assets ($) | $0 | 389 |
| Memoranda | ||
| Gross Fiduciary activities income | $535,000 | 444 |
| 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 | $0 | 414 |
| Number of Managed Accounts | $0 | 400 |
| Number of Non-Managed Accounts | $0 | 394 |
| Total fiduciary and related assets | $0 | 412 |
| Managed Assets ($) | $0 | 399 |
| Non-managed Assets ($) | $0 | 392 |
| Memoranda | ||
| Gross Fiduciary activities income | $257,000 | 458 |
| 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 | $159,000 | 673 |
| Number of Managed Accounts | $156,000 | 548 |
| Number of Non-Managed Accounts | $3,000 | 996 |
| Total fiduciary and related assets | $241,081,000 | 379 |
| Managed Assets ($) | $100,792,000 | 484 |
| Non-managed Assets ($) | $140,289,000 | 204 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,018,000 | 452 |
| 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 | $0 | 391 |
| Number of Managed Accounts | $0 | 377 |
| Number of Non-Managed Accounts | $0 | 373 |
| Total fiduciary and related assets | $0 | 390 |
| Managed Assets ($) | $0 | 378 |
| Non-managed Assets ($) | $0 | 370 |
| Memoranda | ||
| Gross Fiduciary activities income | $768,000 | 444 |
| 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 | $0 | 393 |
| Number of Managed Accounts | $0 | 379 |
| Number of Non-Managed Accounts | $0 | 373 |
| Total fiduciary and related assets | $0 | 393 |
| Managed Assets ($) | $0 | 380 |
| Non-managed Assets ($) | $0 | 372 |
| Memoranda | ||
| Gross Fiduciary activities income | $506,000 | 448 |
| 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 | $0 | 395 |
| Number of Managed Accounts | $0 | 379 |
| Number of Non-Managed Accounts | $0 | 372 |
| Total fiduciary and related assets | $0 | 394 |
| Managed Assets ($) | $0 | 379 |
| Non-managed Assets ($) | $0 | 371 |
| Memoranda | ||
| Gross Fiduciary activities income | $241,000 | 460 |
| 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 | $178,000 | 638 |
| Number of Managed Accounts | $160,000 | 539 |
| Number of Non-Managed Accounts | $18,000 | 731 |
| Total fiduciary and related assets | $202,898,000 | 392 |
| Managed Assets ($) | $97,448,000 | 475 |
| Non-managed Assets ($) | $105,450,000 | 221 |
| Memoranda | ||
| Gross Fiduciary activities income | $910,000 | 417 |
| 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 | $690,000 | 412 |
| 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 | $448,000 | 424 |
| 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 | $232,000 | 419 |
| 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 | $193,000 | 626 |
| Number of Managed Accounts | $123,000 | 622 |
| Number of Non-Managed Accounts | $70,000 | 418 |
| Total fiduciary and related assets | $208,258,000 | 398 |
| Managed Assets ($) | $80,944,000 | 534 |
| Non-managed Assets ($) | $127,314,000 | 205 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,089,000 | 380 |
| 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 | $253,000 | 347 |
| Number of Managed Accounts | $94,000 | 354 |
| Number of Non-Managed Accounts | $159,000 | 177 |
| Total fiduciary and related assets | $209,088,000 | 346 |
| Managed Assets ($) | $34,431,000 | 357 |
| Non-managed Assets ($) | $174,657,000 | 175 |
| Memoranda | ||
| Gross Fiduciary activities income | $862,000 | 364 |
| 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 | $263,000 | 347 |
| Number of Managed Accounts | $61,000 | 360 |
| Number of Non-Managed Accounts | $202,000 | 156 |
| Total fiduciary and related assets | $208,580,000 | 343 |
| Managed Assets ($) | $20,474,000 | 366 |
| Non-managed Assets ($) | $188,106,000 | 162 |
| Memoranda | ||
| Gross Fiduciary activities income | $622,000 | 351 |
| 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 | $341,000 | 336 |
| Number of Managed Accounts | $61,000 | 364 |
| Number of Non-Managed Accounts | $280,000 | 140 |
| Total fiduciary and related assets | $310,555,000 | 302 |
| Managed Assets ($) | $20,409,000 | 372 |
| Non-managed Assets ($) | $290,146,000 | 136 |
| Memoranda | ||
| Gross Fiduciary activities income | $338,000 | 338 |
| 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 | $374,000 | 450 |
| Number of Managed Accounts | $62,000 | 813 |
| Number of Non-Managed Accounts | $312,000 | 171 |
| Total fiduciary and related assets | $339,463,000 | 283 |
| Managed Assets ($) | $16,532,000 | 870 |
| Non-managed Assets ($) | $322,931,000 | 128 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,563,000 | 296 |
| 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 | $430,000 | 312 |
| Number of Managed Accounts | $63,000 | 354 |
| Number of Non-Managed Accounts | $367,000 | 122 |
| Total fiduciary and related assets | $335,837,000 | 282 |
| Managed Assets ($) | $20,548,000 | 361 |
| Non-managed Assets ($) | $315,289,000 | 126 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,246,000 | 278 |
| 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 | $448,000 | 313 |
| Number of Managed Accounts | $67,000 | 361 |
| Number of Non-Managed Accounts | $381,000 | 125 |
| Total fiduciary and related assets | $304,792,000 | 294 |
| Managed Assets ($) | $21,303,000 | 368 |
| Non-managed Assets ($) | $283,489,000 | 133 |
| Memoranda | ||
| Gross Fiduciary activities income | $885,000 | 271 |
| 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 | $567,000 | 289 |
| Number of Managed Accounts | $70,000 | 360 |
| Number of Non-Managed Accounts | $497,000 | 101 |
| Total fiduciary and related assets | $308,228,000 | 283 |
| Managed Assets ($) | $28,585,000 | 363 |
| Non-managed Assets ($) | $279,643,000 | 126 |
| Memoranda | ||
| Gross Fiduciary activities income | $462,000 | 261 |
| 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 | $575,000 | 345 |
| Number of Managed Accounts | $76,000 | 778 |
| Number of Non-Managed Accounts | $499,000 | 130 |
| Total fiduciary and related assets | $445,430,000 | 243 |
| Managed Assets ($) | $34,321,000 | 729 |
| Non-managed Assets ($) | $411,109,000 | 126 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,387,000 | 236 |
| 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 | $590,000 | 289 |
| Number of Managed Accounts | $82,000 | 385 |
| Number of Non-Managed Accounts | $508,000 | 107 |
| Total fiduciary and related assets | $539,505,000 | 225 |
| Managed Assets ($) | $36,720,000 | 389 |
| Non-managed Assets ($) | $502,785,000 | 121 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,859,000 | 239 |
| 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 | $573,000 | 297 |
| Number of Managed Accounts | $85,000 | 390 |
| Number of Non-Managed Accounts | $488,000 | 117 |
| Total fiduciary and related assets | $528,043,000 | 243 |
| Managed Assets ($) | $49,867,000 | 388 |
| Non-managed Assets ($) | $478,176,000 | 128 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,263,000 | 240 |
| 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 | $565,000 | 300 |
| Number of Managed Accounts | $90,000 | 387 |
| Number of Non-Managed Accounts | $475,000 | 117 |
| Total fiduciary and related assets | $575,896,000 | 236 |
| Managed Assets ($) | $44,462,000 | 397 |
| Non-managed Assets ($) | $531,434,000 | 126 |
| Memoranda | ||
| Gross Fiduciary activities income | $598,000 | 247 |
| 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 | $594,000 | 336 |
| Number of Managed Accounts | $94,000 | 731 |
| Number of Non-Managed Accounts | $500,000 | 131 |
| Total fiduciary and related assets | $636,672,000 | 228 |
| Managed Assets ($) | $53,244,000 | 670 |
| Non-managed Assets ($) | $583,428,000 | 124 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,474,000 | 245 |
| 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 | $609,000 | 282 |
| Number of Managed Accounts | $569,000 | 236 |
| Number of Non-Managed Accounts | $40,000 | 286 |
| Total fiduciary and related assets | $569,886,000 | 238 |
| Managed Assets ($) | $302,368,000 | 266 |
| Non-managed Assets ($) | $267,518,000 | 155 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,798,000 | 249 |
| 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 | $576,000 | 291 |
| Number of Managed Accounts | $548,000 | 239 |
| Number of Non-Managed Accounts | $28,000 | 326 |
| Total fiduciary and related assets | $670,583,000 | 223 |
| Managed Assets ($) | $304,009,000 | 273 |
| Non-managed Assets ($) | $366,574,000 | 146 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,126,000 | 262 |
| 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 | $523,000 | 304 |
| Number of Managed Accounts | $495,000 | 255 |
| Number of Non-Managed Accounts | $28,000 | 326 |
| Total fiduciary and related assets | $629,538,000 | 230 |
| Managed Assets ($) | $268,975,000 | 287 |
| Non-managed Assets ($) | $360,563,000 | 146 |
| Memoranda | ||
| Gross Fiduciary activities income | $555,000 | 266 |
| 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 | $158,000 | 749 |
| Number of Managed Accounts | $131,000 | 646 |
| Number of Non-Managed Accounts | $27,000 | 715 |
| Total fiduciary and related assets | $436,260,000 | 281 |
| Managed Assets ($) | $414,978,000 | 220 |
| Non-managed Assets ($) | $21,282,000 | 506 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,124,000 | 265 |
| 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 | $197,000 | 371 |
| Number of Managed Accounts | $148,000 | 349 |
| Number of Non-Managed Accounts | $49,000 | 283 |
| Total fiduciary and related assets | $387,685,000 | 297 |
| Managed Assets ($) | $366,785,000 | 238 |
| Non-managed Assets ($) | $20,900,000 | 320 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,605,000 | 268 |
| 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 | $196,000 | 376 |
| Number of Managed Accounts | $133,000 | 357 |
| Number of Non-Managed Accounts | $63,000 | 279 |
| Total fiduciary and related assets | $355,178,000 | 312 |
| Managed Assets ($) | $57,426,000 | 367 |
| Non-managed Assets ($) | $297,752,000 | 162 |
| Memoranda | ||
| Gross Fiduciary activities income | $979,000 | 281 |
| 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 | $189,000 | 384 |
| Number of Managed Accounts | $129,000 | 365 |
| Number of Non-Managed Accounts | $60,000 | 287 |
| Total fiduciary and related assets | $477,667,000 | 268 |
| Managed Assets ($) | $51,264,000 | 375 |
| Non-managed Assets ($) | $426,403,000 | 144 |
| Memoranda | ||
| Gross Fiduciary activities income | $458,000 | 291 |
| 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 | $184,000 | 709 |
| Number of Managed Accounts | $126,000 | 679 |
| Number of Non-Managed Accounts | $58,000 | 543 |
| Total fiduciary and related assets | $460,830,000 | 267 |
| Managed Assets ($) | $50,004,000 | 683 |
| Non-managed Assets ($) | $410,826,000 | 148 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,330,000 | 345 |
| 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 | $145,000 | 387 |
| Number of Managed Accounts | $110,000 | 363 |
| Number of Non-Managed Accounts | $35,000 | 312 |
| Total fiduciary and related assets | $556,748,000 | 241 |
| Managed Assets ($) | $48,623,000 | 369 |
| Non-managed Assets ($) | $508,125,000 | 137 |
| Memoranda | ||
| Gross Fiduciary activities income | $943,000 | 346 |
| 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 | $145,000 | 404 |
| Number of Managed Accounts | $103,000 | 379 |
| Number of Non-Managed Accounts | $42,000 | 310 |
| Total fiduciary and related assets | $505,677,000 | 245 |
| Managed Assets ($) | $37,857,000 | 389 |
| Non-managed Assets ($) | $467,820,000 | 136 |
| Memoranda | ||
| Gross Fiduciary activities income | $597,000 | 355 |
| 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 | $145,000 | 406 |
| Number of Managed Accounts | $102,000 | 382 |
| Number of Non-Managed Accounts | $43,000 | 309 |
| Total fiduciary and related assets | $496,575,000 | 251 |
| Managed Assets ($) | $42,328,000 | 389 |
| Non-managed Assets ($) | $454,247,000 | 143 |
| Memoranda | ||
| Gross Fiduciary activities income | $282,000 | 367 |
| 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 | $141,000 | 816 |
| Number of Managed Accounts | $98,000 | 761 |
| Number of Non-Managed Accounts | $43,000 | 632 |
| Total fiduciary and related assets | $485,639,000 | 255 |
| Managed Assets ($) | $38,745,000 | 724 |
| Non-managed Assets ($) | $446,894,000 | 149 |
| Memoranda | ||
| Gross Fiduciary activities income | $850,000 | 414 |
| 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 | $115,000 | 405 |
| Number of Managed Accounts | $91,000 | 370 |
| Number of Non-Managed Accounts | $24,000 | 344 |
| Total fiduciary and related assets | $365,605,000 | 290 |
| Managed Assets ($) | $43,100,000 | 375 |
| Non-managed Assets ($) | $322,505,000 | 162 |
| Memoranda | ||
| Gross Fiduciary activities income | $603,000 | 424 |
| 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 | $124,000 | 408 |
| Number of Managed Accounts | $87,000 | 378 |
| Number of Non-Managed Accounts | $37,000 | 329 |
| Total fiduciary and related assets | $328,584,000 | 305 |
| Managed Assets ($) | $38,749,000 | 380 |
| Non-managed Assets ($) | $289,835,000 | 166 |
| Memoranda | ||
| Gross Fiduciary activities income | $369,000 | 445 |
| 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 | $122,000 | 416 |
| Number of Managed Accounts | $85,000 | 384 |
| Number of Non-Managed Accounts | $37,000 | 333 |
| Total fiduciary and related assets | $314,494,000 | 317 |
| Managed Assets ($) | $32,897,000 | 390 |
| Non-managed Assets ($) | $281,597,000 | 169 |
| Memoranda | ||
| Gross Fiduciary activities income | $163,000 | 493 |
| 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 | $112,000 | 914 |
| Number of Managed Accounts | $79,000 | 842 |
| Number of Non-Managed Accounts | $33,000 | 722 |
| Total fiduciary and related assets | $317,615,000 | 327 |
| Managed Assets ($) | $30,665,000 | 788 |
| Non-managed Assets ($) | $286,950,000 | 170 |
| Memoranda | ||
| Gross Fiduciary activities income | $369,000 | 650 |
| 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 | $235,000 | 694 |
| 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 | $164,000 | 685 |
| 2003-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 491 |
| Number of Managed Accounts | $0 | 461 |
| Number of Non-Managed Accounts | $0 | 460 |
| Total fiduciary and related assets | $0 | 490 |
| Managed Assets ($) | $0 | 461 |
| Non-managed Assets ($) | $0 | 458 |
| Memoranda | ||
| Gross Fiduciary activities income | $78,000 | 712 |
| 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 | $94,000 | 983 |
| Number of Managed Accounts | $50,000 | 1,006 |
| Number of Non-Managed Accounts | $44,000 | 662 |
| Total fiduciary and related assets | $227,206,000 | 385 |
| Managed Assets ($) | $24,968,000 | 853 |
| Non-managed Assets ($) | $202,238,000 | 206 |
| Memoranda | ||
| Gross Fiduciary activities income | $366,000 | 663 |
| 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 | $101,000 | 905 |
| Number of Managed Accounts | $75,000 | 853 |
| Number of Non-Managed Accounts | $26,000 | 768 |
| Total fiduciary and related assets | $137,092,000 | 462 |
| Managed Assets ($) | $42,443,000 | 677 |
| Non-managed Assets ($) | $94,649,000 | 250 |
| Memoranda | ||
| Gross Fiduciary activities income | $437,000 | 635 |
| 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 | $441,000 | 634 |
| 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 | $408,000 | 698 |
| 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 | $278,000 | 799 |
| 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 | $102,000 | 1,045 |
| 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 | $0 | 1,526 |
| 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 | $0 | 1,590 |
| 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 | $0 | 1,599 |
| 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 | $0 | 1,630 |
| 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 | $0 | 1,658 |