Home > Virginia National Bank > Fiduciary and Related Services
Virginia National 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 | $0 | 380 |
| Number of Managed Accounts | $0 | 371 |
| Number of Non-Managed Accounts | $0 | 363 |
| Total fiduciary and related assets | $0 | 380 |
| Managed Assets ($) | $0 | 371 |
| Non-managed Assets ($) | $0 | 363 |
| Memoranda | ||
| Gross Fiduciary activities income | $229,000 | 577 |
| 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 | $177,000 | 562 |
| Number of Managed Accounts | $110,000 | 559 |
| Number of Non-Managed Accounts | $67,000 | 320 |
| Total fiduciary and related assets | $89,754,000 | 604 |
| Managed Assets ($) | $45,758,000 | 632 |
| Non-managed Assets ($) | $43,996,000 | 378 |
| Memoranda | ||
| Gross Fiduciary activities income | $961,000 | 555 |
| 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 | $0 | 380 |
| Number of Managed Accounts | $0 | 371 |
| Number of Non-Managed Accounts | $0 | 366 |
| Total fiduciary and related assets | $0 | 379 |
| Managed Assets ($) | $0 | 371 |
| Non-managed Assets ($) | $0 | 366 |
| Memoranda | ||
| Gross Fiduciary activities income | $714,000 | 562 |
| 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 | $0 | 457 |
| Number of Managed Accounts | $0 | 450 |
| Number of Non-Managed Accounts | $0 | 436 |
| Total fiduciary and related assets | $0 | 457 |
| Managed Assets ($) | $0 | 450 |
| Non-managed Assets ($) | $0 | 436 |
| Memoranda | ||
| Gross Fiduciary activities income | $475,000 | 559 |
| 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 | $0 | 384 |
| Number of Managed Accounts | $0 | 376 |
| Number of Non-Managed Accounts | $0 | 371 |
| Total fiduciary and related assets | $0 | 384 |
| Managed Assets ($) | $0 | 376 |
| Non-managed Assets ($) | $0 | 371 |
| Memoranda | ||
| Gross Fiduciary activities income | $236,000 | 531 |
| 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 | $191,000 | 553 |
| Number of Managed Accounts | $108,000 | 569 |
| Number of Non-Managed Accounts | $83,000 | 288 |
| Total fiduciary and related assets | $89,000,000 | 601 |
| Managed Assets ($) | $41,649,000 | 637 |
| Non-managed Assets ($) | $47,351,000 | 360 |
| Memoranda | ||
| Gross Fiduciary activities income | $968,000 | 513 |
| 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 | $744,000 | 506 |
| 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 | $0 | 448 |
| Number of Managed Accounts | $0 | 438 |
| Number of Non-Managed Accounts | $0 | 435 |
| Total fiduciary and related assets | $0 | 448 |
| Managed Assets ($) | $0 | 438 |
| Non-managed Assets ($) | $0 | 433 |
| Memoranda | ||
| Gross Fiduciary activities income | $482,000 | 504 |
| 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 | $243,000 | 515 |
| 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 | $211,000 | 548 |
| Number of Managed Accounts | $128,000 | 566 |
| Number of Non-Managed Accounts | $83,000 | 292 |
| Total fiduciary and related assets | $94,858,000 | 602 |
| Managed Assets ($) | $50,948,000 | 635 |
| Non-managed Assets ($) | $43,910,000 | 368 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,423,000 | 462 |
| 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 | $1,127,000 | 455 |
| 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 | $0 | 430 |
| Number of Managed Accounts | $0 | 422 |
| Number of Non-Managed Accounts | $0 | 417 |
| Total fiduciary and related assets | $0 | 430 |
| Managed Assets ($) | $0 | 422 |
| Non-managed Assets ($) | $0 | 417 |
| Memoranda | ||
| Gross Fiduciary activities income | $704,000 | 431 |
| 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 | $351,000 | 435 |
| 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 | $363,000 | 399 |
| Number of Managed Accounts | $275,000 | 398 |
| Number of Non-Managed Accounts | $88,000 | 261 |
| Total fiduciary and related assets | $198,112,000 | 458 |
| Managed Assets ($) | $139,537,000 | 465 |
| Non-managed Assets ($) | $58,575,000 | 324 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,929,000 | 377 |
| 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 | $1,585,000 | 362 |
| 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 | $0 | 409 |
| Number of Managed Accounts | $0 | 401 |
| Number of Non-Managed Accounts | $0 | 396 |
| Total fiduciary and related assets | $0 | 409 |
| Managed Assets ($) | $0 | 401 |
| Non-managed Assets ($) | $0 | 395 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,034,000 | 361 |
| 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 | $195,000 | 519 |
| 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 | $99,000 | 637 |
| Number of Managed Accounts | $2,000 | 968 |
| Number of Non-Managed Accounts | $97,000 | 254 |
| Total fiduciary and related assets | $130,322,000 | 517 |
| Managed Assets ($) | $14,754,000 | 735 |
| Non-managed Assets ($) | $115,568,000 | 234 |
| Memoranda | ||
| Gross Fiduciary activities income | $722,000 | 514 |
| 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 | $538,000 | 513 |
| 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 | $0 | 406 |
| Number of Managed Accounts | $0 | 397 |
| Number of Non-Managed Accounts | $0 | 391 |
| Total fiduciary and related assets | $0 | 406 |
| Managed Assets ($) | $0 | 397 |
| Non-managed Assets ($) | $0 | 391 |
| Memoranda | ||
| Gross Fiduciary activities income | $362,000 | 515 |
| 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 | $212,000 | 486 |
| 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 | $169,000 | 574 |
| Number of Managed Accounts | $122,000 | 556 |
| Number of Non-Managed Accounts | $47,000 | 415 |
| Total fiduciary and related assets | $204,438,000 | 432 |
| Managed Assets ($) | $159,617,000 | 419 |
| Non-managed Assets ($) | $44,821,000 | 337 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,267,000 | 421 |
| 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 | $995,000 | 412 |
| 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 | $0 | 395 |
| Number of Managed Accounts | $0 | 387 |
| Number of Non-Managed Accounts | $0 | 381 |
| Total fiduciary and related assets | $0 | 395 |
| Managed Assets ($) | $0 | 387 |
| Non-managed Assets ($) | $0 | 381 |
| Memoranda | ||
| Gross Fiduciary activities income | $686,000 | 406 |
| 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 | $0 | 402 |
| Number of Managed Accounts | $0 | 393 |
| Number of Non-Managed Accounts | $0 | 384 |
| Total fiduciary and related assets | $0 | 402 |
| Managed Assets ($) | $0 | 393 |
| Non-managed Assets ($) | $0 | 384 |
| Memoranda | ||
| Gross Fiduciary activities income | $342,000 | 405 |
| 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 | $237,000 | 508 |
| Number of Managed Accounts | $189,000 | 487 |
| Number of Non-Managed Accounts | $48,000 | 418 |
| Total fiduciary and related assets | $243,577,000 | 391 |
| Managed Assets ($) | $204,840,000 | 360 |
| Non-managed Assets ($) | $38,737,000 | 357 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,665,000 | 381 |
| 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 | $235,000 | 374 |
| Number of Managed Accounts | $189,000 | 355 |
| Number of Non-Managed Accounts | $46,000 | 271 |
| Total fiduciary and related assets | $291,639,000 | 369 |
| Managed Assets ($) | $245,950,000 | 343 |
| Non-managed Assets ($) | $45,689,000 | 293 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,250,000 | 381 |
| 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 | $241,000 | 376 |
| Number of Managed Accounts | $193,000 | 358 |
| Number of Non-Managed Accounts | $48,000 | 268 |
| Total fiduciary and related assets | $286,174,000 | 372 |
| Managed Assets ($) | $241,895,000 | 346 |
| Non-managed Assets ($) | $44,279,000 | 295 |
| Memoranda | ||
| Gross Fiduciary activities income | $841,000 | 380 |
| 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 | $248,000 | 377 |
| Number of Managed Accounts | $199,000 | 358 |
| Number of Non-Managed Accounts | $49,000 | 270 |
| Total fiduciary and related assets | $283,103,000 | 373 |
| Managed Assets ($) | $238,293,000 | 346 |
| Non-managed Assets ($) | $44,810,000 | 294 |
| Memoranda | ||
| Gross Fiduciary activities income | $414,000 | 384 |
| 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 | $256,000 | 495 |
| Number of Managed Accounts | $207,000 | 469 |
| Number of Non-Managed Accounts | $49,000 | 425 |
| Total fiduciary and related assets | $290,904,000 | 372 |
| Managed Assets ($) | $249,290,000 | 347 |
| Non-managed Assets ($) | $41,614,000 | 354 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,407,000 | 310 |
| 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 | $240,000 | 373 |
| Number of Managed Accounts | $197,000 | 353 |
| Number of Non-Managed Accounts | $43,000 | 272 |
| Total fiduciary and related assets | $282,687,000 | 365 |
| Managed Assets ($) | $248,665,000 | 341 |
| Non-managed Assets ($) | $34,022,000 | 301 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,171,000 | 381 |
| 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 | $238,000 | 375 |
| Number of Managed Accounts | $194,000 | 355 |
| Number of Non-Managed Accounts | $44,000 | 268 |
| Total fiduciary and related assets | $275,685,000 | 366 |
| Managed Assets ($) | $242,458,000 | 343 |
| Non-managed Assets ($) | $33,227,000 | 299 |
| Memoranda | ||
| Gross Fiduciary activities income | $777,000 | 383 |
| 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 | $241,000 | 378 |
| Number of Managed Accounts | $198,000 | 357 |
| Number of Non-Managed Accounts | $43,000 | 270 |
| Total fiduciary and related assets | $271,730,000 | 373 |
| Managed Assets ($) | $239,582,000 | 349 |
| Non-managed Assets ($) | $32,148,000 | 297 |
| Memoranda | ||
| Gross Fiduciary activities income | $392,000 | 384 |
| 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 | $250,000 | 504 |
| Number of Managed Accounts | $206,000 | 468 |
| Number of Non-Managed Accounts | $44,000 | 450 |
| Total fiduciary and related assets | $275,980,000 | 366 |
| Managed Assets ($) | $245,413,000 | 338 |
| Non-managed Assets ($) | $30,567,000 | 391 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,969,000 | 341 |
| 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 | $255,000 | 374 |
| Number of Managed Accounts | $209,000 | 357 |
| Number of Non-Managed Accounts | $46,000 | 276 |
| Total fiduciary and related assets | $269,893,000 | 362 |
| Managed Assets ($) | $239,089,000 | 337 |
| Non-managed Assets ($) | $30,804,000 | 308 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,174,000 | 378 |
| 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 | $266,000 | 371 |
| Number of Managed Accounts | $220,000 | 355 |
| Number of Non-Managed Accounts | $46,000 | 281 |
| Total fiduciary and related assets | $263,703,000 | 368 |
| Managed Assets ($) | $233,757,000 | 341 |
| Non-managed Assets ($) | $29,946,000 | 312 |
| Memoranda | ||
| Gross Fiduciary activities income | $786,000 | 376 |
| 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 | $266,000 | 370 |
| Number of Managed Accounts | $218,000 | 355 |
| Number of Non-Managed Accounts | $48,000 | 276 |
| Total fiduciary and related assets | $266,606,000 | 364 |
| Managed Assets ($) | $238,080,000 | 329 |
| Non-managed Assets ($) | $28,526,000 | 313 |
| Memoranda | ||
| Gross Fiduciary activities income | $388,000 | 383 |
| 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 | $269,000 | 485 |
| Number of Managed Accounts | $216,000 | 457 |
| Number of Non-Managed Accounts | $53,000 | 425 |
| Total fiduciary and related assets | $278,274,000 | 362 |
| Managed Assets ($) | $248,341,000 | 322 |
| Non-managed Assets ($) | $29,933,000 | 393 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,843,000 | 352 |
| 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 | $272,000 | 367 |
| Number of Managed Accounts | $219,000 | 351 |
| Number of Non-Managed Accounts | $53,000 | 267 |
| Total fiduciary and related assets | $274,596,000 | 360 |
| Managed Assets ($) | $244,945,000 | 319 |
| Non-managed Assets ($) | $29,651,000 | 309 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,304,000 | 369 |
| 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 | $273,000 | 368 |
| Number of Managed Accounts | $220,000 | 353 |
| Number of Non-Managed Accounts | $53,000 | 268 |
| Total fiduciary and related assets | $313,506,000 | 350 |
| Managed Assets ($) | $273,077,000 | 311 |
| Non-managed Assets ($) | $40,429,000 | 295 |
| Memoranda | ||
| Gross Fiduciary activities income | $894,000 | 365 |
| 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 | $281,000 | 370 |
| Number of Managed Accounts | $223,000 | 352 |
| Number of Non-Managed Accounts | $58,000 | 258 |
| Total fiduciary and related assets | $330,617,000 | 346 |
| Managed Assets ($) | $287,042,000 | 308 |
| Non-managed Assets ($) | $43,575,000 | 297 |
| Memoranda | ||
| Gross Fiduciary activities income | $449,000 | 361 |
| 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 | $284,000 | 489 |
| Number of Managed Accounts | $222,000 | 458 |
| Number of Non-Managed Accounts | $62,000 | 405 |
| Total fiduciary and related assets | $337,744,000 | 341 |
| Managed Assets ($) | $295,445,000 | 306 |
| Non-managed Assets ($) | $42,299,000 | 363 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,367,000 | 304 |
| 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 | $301,000 | 374 |
| Number of Managed Accounts | $232,000 | 354 |
| Number of Non-Managed Accounts | $69,000 | 244 |
| Total fiduciary and related assets | $349,357,000 | 331 |
| Managed Assets ($) | $300,797,000 | 303 |
| Non-managed Assets ($) | $48,560,000 | 286 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,404,000 | 347 |
| 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 | $330,000 | 365 |
| Number of Managed Accounts | $237,000 | 348 |
| Number of Non-Managed Accounts | $93,000 | 207 |
| Total fiduciary and related assets | $421,932,000 | 295 |
| Managed Assets ($) | $305,822,000 | 300 |
| Non-managed Assets ($) | $116,110,000 | 213 |
| Memoranda | ||
| Gross Fiduciary activities income | $960,000 | 341 |
| 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 | $375,000 | 352 |
| Number of Managed Accounts | $245,000 | 349 |
| Number of Non-Managed Accounts | $130,000 | 180 |
| Total fiduciary and related assets | $451,828,000 | 285 |
| Managed Assets ($) | $304,673,000 | 300 |
| Non-managed Assets ($) | $147,155,000 | 198 |
| Memoranda | ||
| Gross Fiduciary activities income | $473,000 | 347 |
| 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 | $444,000 | 382 |
| Number of Managed Accounts | $259,000 | 425 |
| Number of Non-Managed Accounts | $185,000 | 212 |
| Total fiduciary and related assets | $534,938,000 | 258 |
| Managed Assets ($) | $320,796,000 | 294 |
| Non-managed Assets ($) | $214,142,000 | 166 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,733,000 | 93 |
| 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 | $457,000 | 317 |
| Number of Managed Accounts | $384,000 | 290 |
| Number of Non-Managed Accounts | $73,000 | 229 |
| Total fiduciary and related assets | $613,680,000 | 236 |
| Managed Assets ($) | $493,052,000 | 215 |
| Non-managed Assets ($) | $120,628,000 | 205 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,985,000 | 279 |
| 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 | $462,000 | 316 |
| Number of Managed Accounts | $378,000 | 291 |
| Number of Non-Managed Accounts | $84,000 | 224 |
| Total fiduciary and related assets | $590,737,000 | 237 |
| Managed Assets ($) | $474,395,000 | 215 |
| Non-managed Assets ($) | $116,342,000 | 208 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,291,000 | 280 |
| 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 | $460,000 | 316 |
| Number of Managed Accounts | $380,000 | 292 |
| Number of Non-Managed Accounts | $80,000 | 228 |
| Total fiduciary and related assets | $580,878,000 | 242 |
| Managed Assets ($) | $463,349,000 | 216 |
| Non-managed Assets ($) | $117,529,000 | 211 |
| Memoranda | ||
| Gross Fiduciary activities income | $515,000 | 316 |
| 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 | $469,000 | 369 |
| Number of Managed Accounts | $381,000 | 333 |
| Number of Non-Managed Accounts | $88,000 | 347 |
| Total fiduciary and related assets | $566,237,000 | 240 |
| Managed Assets ($) | $428,274,000 | 224 |
| Non-managed Assets ($) | $137,963,000 | 206 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,488,000 | 111 |
| 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 | $453,000 | 314 |
| Number of Managed Accounts | $373,000 | 291 |
| Number of Non-Managed Accounts | $80,000 | 222 |
| Total fiduciary and related assets | $535,798,000 | 243 |
| Managed Assets ($) | $422,614,000 | 224 |
| Non-managed Assets ($) | $113,184,000 | 204 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,911,000 | 270 |
| 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 | $453,000 | 311 |
| Number of Managed Accounts | $376,000 | 287 |
| Number of Non-Managed Accounts | $77,000 | 220 |
| Total fiduciary and related assets | $495,191,000 | 247 |
| Managed Assets ($) | $393,518,000 | 221 |
| Non-managed Assets ($) | $101,673,000 | 211 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,166,000 | 284 |
| 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 | $453,000 | 310 |
| Number of Managed Accounts | $396,000 | 280 |
| Number of Non-Managed Accounts | $57,000 | 248 |
| Total fiduciary and related assets | $509,699,000 | 240 |
| Managed Assets ($) | $481,746,000 | 197 |
| Non-managed Assets ($) | $27,953,000 | 297 |
| Memoranda | ||
| Gross Fiduciary activities income | $600,000 | 281 |
| 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 | $447,000 | 389 |
| Number of Managed Accounts | $391,000 | 329 |
| Number of Non-Managed Accounts | $56,000 | 456 |
| Total fiduciary and related assets | $486,289,000 | 240 |
| Managed Assets ($) | $459,497,000 | 198 |
| Non-managed Assets ($) | $26,792,000 | 429 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,418,000 | 239 |
| 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 | $452,000 | 312 |
| Number of Managed Accounts | $397,000 | 281 |
| Number of Non-Managed Accounts | $55,000 | 260 |
| Total fiduciary and related assets | $451,834,000 | 244 |
| Managed Assets ($) | $421,887,000 | 204 |
| Non-managed Assets ($) | $29,947,000 | 295 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,585,000 | 255 |
| 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 | $451,000 | 312 |
| Number of Managed Accounts | $394,000 | 282 |
| Number of Non-Managed Accounts | $57,000 | 261 |
| Total fiduciary and related assets | $455,317,000 | 251 |
| Managed Assets ($) | $425,449,000 | 213 |
| Non-managed Assets ($) | $29,868,000 | 300 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,036,000 | 261 |
| 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 | $424,000 | 326 |
| Number of Managed Accounts | $369,000 | 296 |
| Number of Non-Managed Accounts | $55,000 | 265 |
| Total fiduciary and related assets | $399,628,000 | 273 |
| Managed Assets ($) | $368,563,000 | 231 |
| Non-managed Assets ($) | $31,065,000 | 295 |
| Memoranda | ||
| Gross Fiduciary activities income | $511,000 | 268 |
| 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 | $409,000 | 424 |
| Number of Managed Accounts | $353,000 | 361 |
| Number of Non-Managed Accounts | $56,000 | 482 |
| Total fiduciary and related assets | $386,345,000 | 277 |
| Managed Assets ($) | $365,243,000 | 232 |
| Non-managed Assets ($) | $21,102,000 | 481 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,458,000 | 134 |
| 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 | $394,000 | 320 |
| Number of Managed Accounts | $344,000 | 290 |
| Number of Non-Managed Accounts | $50,000 | 267 |
| Total fiduciary and related assets | $336,080,000 | 284 |
| Managed Assets ($) | $320,997,000 | 241 |
| Non-managed Assets ($) | $15,083,000 | 325 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,290,000 | 285 |
| 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 | $382,000 | 323 |
| Number of Managed Accounts | $336,000 | 292 |
| Number of Non-Managed Accounts | $46,000 | 269 |
| Total fiduciary and related assets | $319,858,000 | 283 |
| Managed Assets ($) | $304,597,000 | 238 |
| Non-managed Assets ($) | $15,261,000 | 326 |
| Memoranda | ||
| Gross Fiduciary activities income | $852,000 | 287 |
| 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 | $377,000 | 325 |
| Number of Managed Accounts | $332,000 | 296 |
| Number of Non-Managed Accounts | $45,000 | 279 |
| Total fiduciary and related assets | $347,224,000 | 280 |
| Managed Assets ($) | $329,249,000 | 234 |
| Non-managed Assets ($) | $17,975,000 | 319 |
| Memoranda | ||
| Gross Fiduciary activities income | $417,000 | 292 |
| 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 | $368,000 | 452 |
| Number of Managed Accounts | $319,000 | 382 |
| Number of Non-Managed Accounts | $49,000 | 535 |
| Total fiduciary and related assets | $338,447,000 | 284 |
| Managed Assets ($) | $303,541,000 | 252 |
| Non-managed Assets ($) | $34,906,000 | 382 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,303,000 | 156 |
| 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 | $943,000 | 334 |
| 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 | $551,000 | 364 |
| 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 | $279,000 | 362 |
| 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 | $341,000 | 479 |
| Number of Managed Accounts | $298,000 | 397 |
| Number of Non-Managed Accounts | $43,000 | 574 |
| Total fiduciary and related assets | $221,860,000 | 363 |
| Managed Assets ($) | $197,960,000 | 313 |
| Non-managed Assets ($) | $23,900,000 | 438 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,215,000 | 364 |
| 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 | $338,000 | 349 |
| Number of Managed Accounts | $295,000 | 315 |
| Number of Non-Managed Accounts | $43,000 | 290 |
| Total fiduciary and related assets | $250,414,000 | 340 |
| Managed Assets ($) | $225,396,000 | 301 |
| Non-managed Assets ($) | $25,018,000 | 313 |
| Memoranda | ||
| Gross Fiduciary activities income | $924,000 | 365 |
| 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 | $332,000 | 361 |
| Number of Managed Accounts | $280,000 | 324 |
| Number of Non-Managed Accounts | $52,000 | 278 |
| Total fiduciary and related assets | $264,368,000 | 343 |
| Managed Assets ($) | $237,493,000 | 302 |
| Non-managed Assets ($) | $26,875,000 | 315 |
| Memoranda | ||
| Gross Fiduciary activities income | $618,000 | 374 |
| 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 | $344,000 | 358 |
| Number of Managed Accounts | $291,000 | 324 |
| Number of Non-Managed Accounts | $53,000 | 279 |
| Total fiduciary and related assets | $271,331,000 | 346 |
| Managed Assets ($) | $245,082,000 | 300 |
| Non-managed Assets ($) | $26,249,000 | 317 |
| Memoranda | ||
| Gross Fiduciary activities income | $289,000 | 389 |
| 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 | $324,000 | 501 |
| Number of Managed Accounts | $264,000 | 435 |
| Number of Non-Managed Accounts | $60,000 | 501 |
| Total fiduciary and related assets | $250,981,000 | 376 |
| Managed Assets ($) | $223,422,000 | 336 |
| Non-managed Assets ($) | $27,559,000 | 452 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,216,000 | 378 |
| 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 | $305,000 | 353 |
| Number of Managed Accounts | $255,000 | 324 |
| Number of Non-Managed Accounts | $50,000 | 269 |
| Total fiduciary and related assets | $245,038,000 | 355 |
| Managed Assets ($) | $218,817,000 | 323 |
| Non-managed Assets ($) | $26,221,000 | 309 |
| Memoranda | ||
| Gross Fiduciary activities income | $952,000 | 359 |
| 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 | $296,000 | 361 |
| Number of Managed Accounts | $201,000 | 343 |
| Number of Non-Managed Accounts | $95,000 | 228 |
| Total fiduciary and related assets | $234,471,000 | 370 |
| Managed Assets ($) | $188,139,000 | 337 |
| Non-managed Assets ($) | $46,332,000 | 288 |
| Memoranda | ||
| Gross Fiduciary activities income | $727,000 | 336 |
| 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 | $279,000 | 363 |
| Number of Managed Accounts | $187,000 | 350 |
| Number of Non-Managed Accounts | $92,000 | 236 |
| Total fiduciary and related assets | $214,625,000 | 375 |
| Managed Assets ($) | $176,843,000 | 344 |
| Non-managed Assets ($) | $37,782,000 | 303 |
| Memoranda | ||
| Gross Fiduciary activities income | $255,000 | 420 |
| 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 | $269,000 | 555 |
| Number of Managed Accounts | $175,000 | 568 |
| Number of Non-Managed Accounts | $94,000 | 383 |
| Total fiduciary and related assets | $197,458,000 | 426 |
| Managed Assets ($) | $155,221,000 | 399 |
| Non-managed Assets ($) | $42,237,000 | 376 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,172,000 | 261 |
| 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 | $724,000 | 407 |
| 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 | $389,000 | 480 |
| 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 | $136,000 | 580 |
| 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 | $193,000 | 697 |
| Number of Managed Accounts | $108,000 | 732 |
| Number of Non-Managed Accounts | $85,000 | 426 |
| Total fiduciary and related assets | $116,361,000 | 559 |
| Managed Assets ($) | $81,882,000 | 549 |
| Non-managed Assets ($) | $34,479,000 | 407 |
| Memoranda | ||
| Gross Fiduciary activities income | $980,000 | 392 |
| 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 | $697,000 | 400 |
| 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 | $306,000 | 529 |
| 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 | $126,000 | 595 |
| 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 | $134,000 | 834 |
| Number of Managed Accounts | $126,000 | 684 |
| Number of Non-Managed Accounts | $8,000 | 1,030 |
| Total fiduciary and related assets | $90,013,000 | 619 |
| Managed Assets ($) | $89,181,000 | 513 |
| Non-managed Assets ($) | $832,000 | 1,074 |
| Memoranda | ||
| Gross Fiduciary activities income | $921,000 | 395 |
| 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 | $319,000 | 615 |
| 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 | $186,000 | 650 |
| 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 | $86,000 | 672 |
| 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 | $93,000 | 978 |
| Number of Managed Accounts | $88,000 | 814 |
| Number of Non-Managed Accounts | $5,000 | 1,119 |
| Total fiduciary and related assets | $47,358,000 | 799 |
| Managed Assets ($) | $46,703,000 | 671 |
| Non-managed Assets ($) | $655,000 | 1,148 |
| Memoranda | ||
| Gross Fiduciary activities income | $531,000 | 547 |
| 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 | $193,000 | 742 |
| 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 | $126,000 | 742 |
| 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 | $69,000 | 740 |
| 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 | $66,000 | 1,111 |
| Number of Managed Accounts | $64,000 | 927 |
| Number of Non-Managed Accounts | $2,000 | 1,271 |
| Total fiduciary and related assets | $21,733,000 | 1,008 |
| Managed Assets ($) | $21,313,000 | 910 |
| Non-managed Assets ($) | $420,000 | 1,230 |
| Memoranda | ||
| Gross Fiduciary activities income | $160,000 | 903 |
| 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 | $34,000 | 1,266 |
| Number of Managed Accounts | $12,000 | 1,372 |
| Number of Non-Managed Accounts | $22,000 | 811 |
| Total fiduciary and related assets | $8,763,000 | 1,166 |
| Managed Assets ($) | $1,892,000 | 1,406 |
| Non-managed Assets ($) | $6,871,000 | 701 |
| Memoranda | ||
| Gross Fiduciary activities income | $62,000 | 1,095 |
| 2000-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1999-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1998-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |