Home > United Bank & Trust > Fiduciary and Related Services
United Bank & Trust, Fiduciary and Related Services
| 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 | $986,000 | 215 |
| Number of Managed Accounts | $952,000 | 175 |
| Number of Non-Managed Accounts | $34,000 | 296 |
| Total fiduciary and related assets | $686,804,000 | 227 |
| Managed Assets ($) | $671,832,000 | 176 |
| Non-managed Assets ($) | $14,972,000 | 336 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,189,000 | 213 |
| 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 | $983,000 | 216 |
| Number of Managed Accounts | $949,000 | 176 |
| Number of Non-Managed Accounts | $34,000 | 298 |
| Total fiduciary and related assets | $682,663,000 | 224 |
| Managed Assets ($) | $668,662,000 | 173 |
| Non-managed Assets ($) | $14,001,000 | 341 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,076,000 | 213 |
| 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 | $963,000 | 228 |
| Number of Managed Accounts | $928,000 | 180 |
| Number of Non-Managed Accounts | $35,000 | 546 |
| Total fiduciary and related assets | $667,611,000 | 227 |
| Managed Assets ($) | $654,154,000 | 173 |
| Non-managed Assets ($) | $13,457,000 | 554 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,203,000 | 204 |
| 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 | $961,000 | 213 |
| Number of Managed Accounts | $923,000 | 172 |
| Number of Non-Managed Accounts | $38,000 | 283 |
| Total fiduciary and related assets | $638,955,000 | 225 |
| Managed Assets ($) | $626,499,000 | 171 |
| Non-managed Assets ($) | $12,456,000 | 333 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,123,000 | 201 |
| 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 | $1,029,000 | 199 |
| Number of Managed Accounts | $988,000 | 159 |
| Number of Non-Managed Accounts | $41,000 | 281 |
| Total fiduciary and related assets | $628,836,000 | 220 |
| Managed Assets ($) | $615,900,000 | 169 |
| Non-managed Assets ($) | $12,936,000 | 334 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,092,000 | 203 |
| 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 | $1,025,000 | 202 |
| Number of Managed Accounts | $986,000 | 160 |
| Number of Non-Managed Accounts | $39,000 | 287 |
| Total fiduciary and related assets | $637,505,000 | 217 |
| Managed Assets ($) | $624,675,000 | 171 |
| Non-managed Assets ($) | $12,830,000 | 338 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,019,000 | 203 |
| 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 | $999,000 | 210 |
| Number of Managed Accounts | $957,000 | 165 |
| Number of Non-Managed Accounts | $42,000 | 513 |
| Total fiduciary and related assets | $601,089,000 | 228 |
| Managed Assets ($) | $589,237,000 | 174 |
| Non-managed Assets ($) | $11,852,000 | 573 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,770,000 | 208 |
| 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 | $991,000 | 199 |
| Number of Managed Accounts | $945,000 | 160 |
| Number of Non-Managed Accounts | $46,000 | 269 |
| Total fiduciary and related assets | $595,454,000 | 229 |
| Managed Assets ($) | $583,770,000 | 173 |
| Non-managed Assets ($) | $11,684,000 | 327 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,769,000 | 208 |
| 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 | $981,000 | 203 |
| Number of Managed Accounts | $933,000 | 159 |
| Number of Non-Managed Accounts | $48,000 | 266 |
| Total fiduciary and related assets | $572,674,000 | 229 |
| Managed Assets ($) | $560,531,000 | 170 |
| Non-managed Assets ($) | $12,143,000 | 325 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,821,000 | 211 |
| 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 | $991,000 | 204 |
| Number of Managed Accounts | $943,000 | 157 |
| Number of Non-Managed Accounts | $48,000 | 262 |
| Total fiduciary and related assets | $569,039,000 | 226 |
| Managed Assets ($) | $556,917,000 | 171 |
| Non-managed Assets ($) | $12,122,000 | 326 |
| Memoranda | ||
| Gross Fiduciary activities income | $884,000 | 219 |
| 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 | $996,000 | 212 |
| Number of Managed Accounts | $949,000 | 159 |
| Number of Non-Managed Accounts | $47,000 | 502 |
| Total fiduciary and related assets | $538,321,000 | 231 |
| Managed Assets ($) | $523,853,000 | 172 |
| Non-managed Assets ($) | $14,468,000 | 544 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,610,000 | 172 |
| 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 | $958,000 | 203 |
| Number of Managed Accounts | $903,000 | 159 |
| Number of Non-Managed Accounts | $55,000 | 260 |
| Total fiduciary and related assets | $514,889,000 | 228 |
| Managed Assets ($) | $493,276,000 | 174 |
| Non-managed Assets ($) | $21,613,000 | 308 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,664,000 | 177 |
| 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 | $976,000 | 205 |
| Number of Managed Accounts | $920,000 | 157 |
| Number of Non-Managed Accounts | $56,000 | 264 |
| Total fiduciary and related assets | $571,521,000 | 217 |
| Managed Assets ($) | $546,116,000 | 168 |
| Non-managed Assets ($) | $25,405,000 | 308 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,795,000 | 179 |
| 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 | $964,000 | 209 |
| Number of Managed Accounts | $908,000 | 156 |
| Number of Non-Managed Accounts | $56,000 | 263 |
| Total fiduciary and related assets | $573,200,000 | 217 |
| Managed Assets ($) | $549,543,000 | 168 |
| Non-managed Assets ($) | $23,657,000 | 311 |
| Memoranda | ||
| Gross Fiduciary activities income | $920,000 | 184 |
| 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 | $942,000 | 229 |
| Number of Managed Accounts | $888,000 | 166 |
| Number of Non-Managed Accounts | $54,000 | 493 |
| Total fiduciary and related assets | $555,496,000 | 223 |
| Managed Assets ($) | $532,270,000 | 171 |
| Non-managed Assets ($) | $23,226,000 | 469 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,246,000 | 192 |
| 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 | $944,000 | 211 |
| Number of Managed Accounts | $877,000 | 160 |
| Number of Non-Managed Accounts | $67,000 | 239 |
| Total fiduciary and related assets | $546,561,000 | 222 |
| Managed Assets ($) | $509,471,000 | 170 |
| Non-managed Assets ($) | $37,090,000 | 280 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,387,000 | 191 |
| 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 | $920,000 | 215 |
| Number of Managed Accounts | $865,000 | 164 |
| Number of Non-Managed Accounts | $55,000 | 261 |
| Total fiduciary and related assets | $500,031,000 | 228 |
| Managed Assets ($) | $473,543,000 | 175 |
| Non-managed Assets ($) | $26,488,000 | 299 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,576,000 | 196 |
| 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 | $903,000 | 214 |
| Number of Managed Accounts | $851,000 | 165 |
| Number of Non-Managed Accounts | $52,000 | 269 |
| Total fiduciary and related assets | $528,204,000 | 227 |
| Managed Assets ($) | $500,424,000 | 175 |
| Non-managed Assets ($) | $27,780,000 | 297 |
| Memoranda | ||
| Gross Fiduciary activities income | $768,000 | 203 |
| 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 | $886,000 | 244 |
| Number of Managed Accounts | $834,000 | 176 |
| Number of Non-Managed Accounts | $52,000 | 523 |
| Total fiduciary and related assets | $506,755,000 | 236 |
| Managed Assets ($) | $480,190,000 | 180 |
| Non-managed Assets ($) | $26,565,000 | 445 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,975,000 | 200 |
| 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 | $882,000 | 230 |
| Number of Managed Accounts | $832,000 | 175 |
| Number of Non-Managed Accounts | $50,000 | 259 |
| Total fiduciary and related assets | $503,908,000 | 232 |
| Managed Assets ($) | $479,197,000 | 182 |
| Non-managed Assets ($) | $24,711,000 | 286 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,164,000 | 204 |
| 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 | $869,000 | 235 |
| Number of Managed Accounts | $819,000 | 179 |
| Number of Non-Managed Accounts | $50,000 | 265 |
| Total fiduciary and related assets | $463,604,000 | 237 |
| Managed Assets ($) | $441,335,000 | 185 |
| Non-managed Assets ($) | $22,269,000 | 292 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,407,000 | 205 |
| 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 | $870,000 | 233 |
| Number of Managed Accounts | $816,000 | 182 |
| Number of Non-Managed Accounts | $54,000 | 259 |
| Total fiduciary and related assets | $434,318,000 | 237 |
| Managed Assets ($) | $413,913,000 | 186 |
| Non-managed Assets ($) | $20,405,000 | 295 |
| Memoranda | ||
| Gross Fiduciary activities income | $710,000 | 204 |
| 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 | $867,000 | 261 |
| Number of Managed Accounts | $811,000 | 191 |
| Number of Non-Managed Accounts | $56,000 | 516 |
| Total fiduciary and related assets | $445,460,000 | 242 |
| Managed Assets ($) | $421,761,000 | 193 |
| Non-managed Assets ($) | $23,699,000 | 441 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,305,000 | 197 |
| 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 | $853,000 | 234 |
| Number of Managed Accounts | $796,000 | 185 |
| Number of Non-Managed Accounts | $57,000 | 269 |
| Total fiduciary and related assets | $492,268,000 | 242 |
| Managed Assets ($) | $463,134,000 | 190 |
| Non-managed Assets ($) | $29,134,000 | 305 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,580,000 | 197 |
| 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 | $864,000 | 240 |
| Number of Managed Accounts | $805,000 | 188 |
| Number of Non-Managed Accounts | $59,000 | 270 |
| Total fiduciary and related assets | $526,731,000 | 244 |
| Managed Assets ($) | $495,232,000 | 191 |
| Non-managed Assets ($) | $31,499,000 | 307 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,747,000 | 200 |
| 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 | $870,000 | 242 |
| Number of Managed Accounts | $810,000 | 190 |
| Number of Non-Managed Accounts | $60,000 | 272 |
| Total fiduciary and related assets | $547,952,000 | 245 |
| Managed Assets ($) | $513,946,000 | 192 |
| Non-managed Assets ($) | $34,006,000 | 310 |
| Memoranda | ||
| Gross Fiduciary activities income | $865,000 | 201 |
| 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 | $892,000 | 257 |
| Number of Managed Accounts | $820,000 | 190 |
| Number of Non-Managed Accounts | $72,000 | 459 |
| Total fiduciary and related assets | $553,305,000 | 246 |
| Managed Assets ($) | $518,279,000 | 191 |
| Non-managed Assets ($) | $35,026,000 | 412 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,775,000 | 188 |
| 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 | $850,000 | 240 |
| Number of Managed Accounts | $788,000 | 189 |
| Number of Non-Managed Accounts | $62,000 | 255 |
| Total fiduciary and related assets | $584,411,000 | 237 |
| Managed Assets ($) | $548,055,000 | 185 |
| Non-managed Assets ($) | $36,356,000 | 292 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,822,000 | 185 |
| 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 | $856,000 | 242 |
| Number of Managed Accounts | $794,000 | 191 |
| Number of Non-Managed Accounts | $62,000 | 263 |
| Total fiduciary and related assets | $563,762,000 | 249 |
| Managed Assets ($) | $523,428,000 | 197 |
| Non-managed Assets ($) | $40,334,000 | 297 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,889,000 | 190 |
| 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 | $908,000 | 227 |
| Number of Managed Accounts | $838,000 | 179 |
| Number of Non-Managed Accounts | $70,000 | 256 |
| Total fiduciary and related assets | $531,836,000 | 250 |
| Managed Assets ($) | $492,826,000 | 203 |
| Non-managed Assets ($) | $39,010,000 | 299 |
| Memoranda | ||
| Gross Fiduciary activities income | $960,000 | 184 |
| 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 | $925,000 | 236 |
| Number of Managed Accounts | $845,000 | 186 |
| Number of Non-Managed Accounts | $80,000 | 417 |
| Total fiduciary and related assets | $553,279,000 | 244 |
| Managed Assets ($) | $513,630,000 | 197 |
| Non-managed Assets ($) | $39,649,000 | 391 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,790,000 | 178 |
| 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 | $977,000 | 205 |
| Number of Managed Accounts | $875,000 | 176 |
| Number of Non-Managed Accounts | $102,000 | 228 |
| Total fiduciary and related assets | $550,841,000 | 246 |
| Managed Assets ($) | $498,533,000 | 201 |
| Non-managed Assets ($) | $52,308,000 | 277 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,842,000 | 187 |
| 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 | $982,000 | 211 |
| Number of Managed Accounts | $860,000 | 187 |
| Number of Non-Managed Accounts | $122,000 | 226 |
| Total fiduciary and related assets | $563,048,000 | 247 |
| Managed Assets ($) | $498,549,000 | 198 |
| Non-managed Assets ($) | $64,499,000 | 270 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,928,000 | 193 |
| 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 | $1,000,000 | 209 |
| Number of Managed Accounts | $881,000 | 178 |
| Number of Non-Managed Accounts | $119,000 | 230 |
| Total fiduciary and related assets | $599,703,000 | 239 |
| Managed Assets ($) | $518,090,000 | 193 |
| Non-managed Assets ($) | $81,613,000 | 253 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,000,000 | 189 |
| 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 | $1,061,000 | 210 |
| Number of Managed Accounts | $953,000 | 171 |
| Number of Non-Managed Accounts | $108,000 | 359 |
| Total fiduciary and related assets | $588,458,000 | 238 |
| Managed Assets ($) | $518,336,000 | 194 |
| Non-managed Assets ($) | $70,122,000 | 293 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,895,000 | 185 |
| 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 | $1,042,000 | 189 |
| Number of Managed Accounts | $931,000 | 164 |
| Number of Non-Managed Accounts | $111,000 | 230 |
| Total fiduciary and related assets | $591,436,000 | 234 |
| Managed Assets ($) | $522,594,000 | 193 |
| Non-managed Assets ($) | $68,842,000 | 255 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,949,000 | 180 |
| 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 | $1,042,000 | 194 |
| Number of Managed Accounts | $934,000 | 165 |
| Number of Non-Managed Accounts | $108,000 | 239 |
| Total fiduciary and related assets | $577,908,000 | 234 |
| Managed Assets ($) | $508,241,000 | 198 |
| Non-managed Assets ($) | $69,667,000 | 257 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,958,000 | 180 |
| 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 | $1,048,000 | 195 |
| Number of Managed Accounts | $936,000 | 165 |
| Number of Non-Managed Accounts | $112,000 | 239 |
| Total fiduciary and related assets | $575,399,000 | 238 |
| Managed Assets ($) | $506,137,000 | 202 |
| Non-managed Assets ($) | $69,262,000 | 257 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,003,000 | 180 |
| 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 | $1,055,000 | 203 |
| Number of Managed Accounts | $940,000 | 164 |
| Number of Non-Managed Accounts | $115,000 | 378 |
| Total fiduciary and related assets | $596,991,000 | 234 |
| Managed Assets ($) | $527,697,000 | 194 |
| Non-managed Assets ($) | $69,294,000 | 300 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,780,000 | 179 |
| 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 | $1,075,000 | 191 |
| Number of Managed Accounts | $951,000 | 159 |
| Number of Non-Managed Accounts | $124,000 | 236 |
| Total fiduciary and related assets | $588,917,000 | 234 |
| Managed Assets ($) | $512,525,000 | 190 |
| Non-managed Assets ($) | $76,392,000 | 252 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,763,000 | 180 |
| 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 | $1,076,000 | 194 |
| Number of Managed Accounts | $954,000 | 160 |
| Number of Non-Managed Accounts | $122,000 | 246 |
| Total fiduciary and related assets | $599,861,000 | 233 |
| Managed Assets ($) | $522,098,000 | 190 |
| Non-managed Assets ($) | $77,763,000 | 253 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,821,000 | 185 |
| 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 | $1,072,000 | 194 |
| Number of Managed Accounts | $946,000 | 163 |
| Number of Non-Managed Accounts | $126,000 | 242 |
| Total fiduciary and related assets | $585,133,000 | 236 |
| Managed Assets ($) | $512,845,000 | 192 |
| Non-managed Assets ($) | $72,288,000 | 266 |
| Memoranda | ||
| Gross Fiduciary activities income | $895,000 | 183 |
| 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 | $1,057,000 | 224 |
| Number of Managed Accounts | $930,000 | 178 |
| Number of Non-Managed Accounts | $127,000 | 371 |
| Total fiduciary and related assets | $558,697,000 | 247 |
| Managed Assets ($) | $489,275,000 | 199 |
| Non-managed Assets ($) | $69,422,000 | 308 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,124,000 | 199 |
| 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 | $1,028,000 | 217 |
| Number of Managed Accounts | $896,000 | 178 |
| Number of Non-Managed Accounts | $132,000 | 247 |
| Total fiduciary and related assets | $503,446,000 | 256 |
| Managed Assets ($) | $443,395,000 | 207 |
| Non-managed Assets ($) | $60,051,000 | 283 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,268,000 | 211 |
| 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 | $1,029,000 | 215 |
| Number of Managed Accounts | $894,000 | 180 |
| Number of Non-Managed Accounts | $135,000 | 255 |
| Total fiduciary and related assets | $491,735,000 | 259 |
| Managed Assets ($) | $430,759,000 | 210 |
| Non-managed Assets ($) | $60,976,000 | 289 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,457,000 | 222 |
| 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 | $1,042,000 | 221 |
| Number of Managed Accounts | $903,000 | 187 |
| Number of Non-Managed Accounts | $139,000 | 254 |
| Total fiduciary and related assets | $460,995,000 | 268 |
| Managed Assets ($) | $401,979,000 | 217 |
| Non-managed Assets ($) | $59,016,000 | 289 |
| Memoranda | ||
| Gross Fiduciary activities income | $704,000 | 230 |
| 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 | $1,007,000 | 248 |
| Number of Managed Accounts | $864,000 | 200 |
| Number of Non-Managed Accounts | $143,000 | 349 |
| Total fiduciary and related assets | $453,285,000 | 271 |
| Managed Assets ($) | $400,510,000 | 219 |
| Non-managed Assets ($) | $52,775,000 | 348 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,915,000 | 227 |
| 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 | $955,000 | 237 |
| Number of Managed Accounts | $755,000 | 209 |
| Number of Non-Managed Accounts | $200,000 | 285 |
| Total fiduciary and related assets | $464,638,000 | 257 |
| Managed Assets ($) | $391,145,000 | 221 |
| Non-managed Assets ($) | $73,493,000 | 279 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,729,000 | 241 |
| 2000-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $2,827,000 | 235 |
| 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 | $2,179,000 | 319 |
| 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 | $1,630,000 | 356 |
| 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 | $1,325,000 | 404 |
| 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 | $993,000 | 507 |
| 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 | $913,000 | 551 |
| 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 | $833,000 | 570 |
| 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 | $805,000 | 607 |
| 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 | $786,000 | 615 |