Home > West Michigan Bank & Trust > Fiduciary and Related Services
West Michigan Bank & Trust, Fiduciary and Related Services
| 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 | $30,000 | 413 |
| Number of Managed Accounts | $19,000 | 400 |
| Number of Non-Managed Accounts | $11,000 | 355 |
| Total fiduciary and related assets | $18,046,000 | 415 |
| Managed Assets ($) | $7,474,000 | 399 |
| Non-managed Assets ($) | $10,572,000 | 347 |
| Memoranda | ||
| Gross Fiduciary activities income | $89,000 | 750 |
| 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 | $30,000 | 413 |
| Number of Managed Accounts | $19,000 | 400 |
| Number of Non-Managed Accounts | $11,000 | 356 |
| Total fiduciary and related assets | $28,736,000 | 413 |
| Managed Assets ($) | $7,693,000 | 399 |
| Non-managed Assets ($) | $21,043,000 | 324 |
| Memoranda | ||
| Gross Fiduciary activities income | $42,000 | 764 |
| 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 | $30,000 | 949 |
| Number of Managed Accounts | $19,000 | 898 |
| Number of Non-Managed Accounts | $11,000 | 749 |
| Total fiduciary and related assets | $30,326,000 | 787 |
| Managed Assets ($) | $7,299,000 | 911 |
| Non-managed Assets ($) | $23,027,000 | 436 |
| Memoranda | ||
| Gross Fiduciary activities income | $181,000 | 764 |
| 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 | $31,000 | 408 |
| Number of Managed Accounts | $20,000 | 394 |
| Number of Non-Managed Accounts | $11,000 | 354 |
| Total fiduciary and related assets | $28,762,000 | 407 |
| Managed Assets ($) | $6,833,000 | 394 |
| Non-managed Assets ($) | $21,929,000 | 325 |
| Memoranda | ||
| Gross Fiduciary activities income | $139,000 | 758 |
| 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 | $30,000 | 413 |
| Number of Managed Accounts | $20,000 | 398 |
| Number of Non-Managed Accounts | $10,000 | 360 |
| Total fiduciary and related assets | $31,310,000 | 414 |
| Managed Assets ($) | $7,172,000 | 398 |
| Non-managed Assets ($) | $24,138,000 | 326 |
| Memoranda | ||
| Gross Fiduciary activities income | $95,000 | 769 |
| 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 | $31,000 | 412 |
| Number of Managed Accounts | $20,000 | 396 |
| Number of Non-Managed Accounts | $11,000 | 360 |
| Total fiduciary and related assets | $32,790,000 | 413 |
| Managed Assets ($) | $7,331,000 | 396 |
| Non-managed Assets ($) | $25,459,000 | 323 |
| Memoranda | ||
| Gross Fiduciary activities income | $45,000 | 779 |
| 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 | $30,000 | 987 |
| Number of Managed Accounts | $19,000 | 925 |
| Number of Non-Managed Accounts | $11,000 | 792 |
| Total fiduciary and related assets | $32,501,000 | 802 |
| Managed Assets ($) | $7,107,000 | 941 |
| Non-managed Assets ($) | $25,394,000 | 438 |
| Memoranda | ||
| Gross Fiduciary activities income | $164,000 | 799 |
| 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 | $29,000 | 411 |
| Number of Managed Accounts | $18,000 | 395 |
| Number of Non-Managed Accounts | $11,000 | 359 |
| Total fiduciary and related assets | $32,486,000 | 411 |
| Managed Assets ($) | $7,102,000 | 395 |
| Non-managed Assets ($) | $25,384,000 | 318 |
| Memoranda | ||
| Gross Fiduciary activities income | $123,000 | 792 |
| 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 | $28,000 | 412 |
| Number of Managed Accounts | $17,000 | 396 |
| Number of Non-Managed Accounts | $11,000 | 358 |
| Total fiduciary and related assets | $32,869,000 | 411 |
| Managed Assets ($) | $7,072,000 | 396 |
| Non-managed Assets ($) | $25,797,000 | 317 |
| Memoranda | ||
| Gross Fiduciary activities income | $82,000 | 802 |
| 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 | $28,000 | 417 |
| Number of Managed Accounts | $17,000 | 401 |
| Number of Non-Managed Accounts | $11,000 | 360 |
| Total fiduciary and related assets | $32,075,000 | 414 |
| Managed Assets ($) | $7,127,000 | 401 |
| Non-managed Assets ($) | $24,948,000 | 320 |
| Memoranda | ||
| Gross Fiduciary activities income | $41,000 | 810 |
| 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 | $29,000 | 1,022 |
| Number of Managed Accounts | $18,000 | 970 |
| Number of Non-Managed Accounts | $11,000 | 806 |
| Total fiduciary and related assets | $32,096,000 | 810 |
| Managed Assets ($) | $7,307,000 | 950 |
| Non-managed Assets ($) | $24,789,000 | 441 |
| Memoranda | ||
| Gross Fiduciary activities income | $163,000 | 808 |
| 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 | $31,000 | 394 |
| Number of Managed Accounts | $20,000 | 379 |
| Number of Non-Managed Accounts | $11,000 | 344 |
| Total fiduciary and related assets | $29,975,000 | 393 |
| Managed Assets ($) | $7,322,000 | 380 |
| Non-managed Assets ($) | $22,653,000 | 316 |
| Memoranda | ||
| Gross Fiduciary activities income | $124,000 | 800 |
| 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 | $31,000 | 396 |
| Number of Managed Accounts | $20,000 | 380 |
| Number of Non-Managed Accounts | $11,000 | 345 |
| Total fiduciary and related assets | $30,628,000 | 395 |
| Managed Assets ($) | $7,955,000 | 382 |
| Non-managed Assets ($) | $22,673,000 | 316 |
| Memoranda | ||
| Gross Fiduciary activities income | $84,000 | 811 |
| 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 | $31,000 | 399 |
| Number of Managed Accounts | $19,000 | 384 |
| Number of Non-Managed Accounts | $12,000 | 347 |
| Total fiduciary and related assets | $30,806,000 | 399 |
| Managed Assets ($) | $7,996,000 | 384 |
| Non-managed Assets ($) | $22,810,000 | 321 |
| Memoranda | ||
| Gross Fiduciary activities income | $41,000 | 813 |
| 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 | $32,000 | 1,024 |
| Number of Managed Accounts | $20,000 | 959 |
| Number of Non-Managed Accounts | $12,000 | 814 |
| Total fiduciary and related assets | $30,380,000 | 817 |
| Managed Assets ($) | $8,195,000 | 947 |
| Non-managed Assets ($) | $22,185,000 | 466 |
| Memoranda | ||
| Gross Fiduciary activities income | $212,000 | 782 |
| 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 | $36,000 | 379 |
| Number of Managed Accounts | $24,000 | 364 |
| Number of Non-Managed Accounts | $12,000 | 333 |
| Total fiduciary and related assets | $30,494,000 | 379 |
| Managed Assets ($) | $8,711,000 | 364 |
| Non-managed Assets ($) | $21,783,000 | 306 |
| Memoranda | ||
| Gross Fiduciary activities income | $169,000 | 764 |
| 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 | $36,000 | 379 |
| Number of Managed Accounts | $24,000 | 364 |
| Number of Non-Managed Accounts | $12,000 | 337 |
| Total fiduciary and related assets | $30,706,000 | 378 |
| Managed Assets ($) | $8,828,000 | 363 |
| Non-managed Assets ($) | $21,878,000 | 305 |
| Memoranda | ||
| Gross Fiduciary activities income | $108,000 | 777 |
| 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 | $36,000 | 379 |
| Number of Managed Accounts | $24,000 | 362 |
| Number of Non-Managed Accounts | $12,000 | 336 |
| Total fiduciary and related assets | $31,433,000 | 379 |
| Managed Assets ($) | $9,033,000 | 364 |
| Non-managed Assets ($) | $22,400,000 | 303 |
| Memoranda | ||
| Gross Fiduciary activities income | $50,000 | 796 |
| 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 | $37,000 | 1,023 |
| Number of Managed Accounts | $25,000 | 959 |
| Number of Non-Managed Accounts | $12,000 | 824 |
| Total fiduciary and related assets | $32,447,000 | 798 |
| Managed Assets ($) | $10,420,000 | 930 |
| Non-managed Assets ($) | $22,027,000 | 463 |
| Memoranda | ||
| Gross Fiduciary activities income | $201,000 | 742 |
| 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 | $41,000 | 395 |
| Number of Managed Accounts | $28,000 | 373 |
| Number of Non-Managed Accounts | $13,000 | 346 |
| Total fiduciary and related assets | $31,821,000 | 385 |
| Managed Assets ($) | $10,963,000 | 374 |
| Non-managed Assets ($) | $20,858,000 | 310 |
| Memoranda | ||
| Gross Fiduciary activities income | $152,000 | 732 |
| 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 | $42,000 | 402 |
| Number of Managed Accounts | $29,000 | 381 |
| Number of Non-Managed Accounts | $13,000 | 349 |
| Total fiduciary and related assets | $35,183,000 | 392 |
| Managed Assets ($) | $11,407,000 | 381 |
| Non-managed Assets ($) | $23,776,000 | 311 |
| Memoranda | ||
| Gross Fiduciary activities income | $102,000 | 750 |
| 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 | $40,000 | 407 |
| Number of Managed Accounts | $27,000 | 386 |
| Number of Non-Managed Accounts | $13,000 | 353 |
| Total fiduciary and related assets | $35,404,000 | 397 |
| Managed Assets ($) | $10,981,000 | 388 |
| Non-managed Assets ($) | $24,423,000 | 307 |
| Memoranda | ||
| Gross Fiduciary activities income | $52,000 | 746 |
| 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 | $40,000 | 1,050 |
| Number of Managed Accounts | $27,000 | 981 |
| Number of Non-Managed Accounts | $13,000 | 839 |
| Total fiduciary and related assets | $33,494,000 | 822 |
| Managed Assets ($) | $10,067,000 | 964 |
| Non-managed Assets ($) | $23,427,000 | 465 |
| Memoranda | ||
| Gross Fiduciary activities income | $206,000 | 755 |
| 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 | $39,000 | 392 |
| Number of Managed Accounts | $26,000 | 372 |
| Number of Non-Managed Accounts | $13,000 | 343 |
| Total fiduciary and related assets | $31,015,000 | 385 |
| Managed Assets ($) | $10,937,000 | 371 |
| Non-managed Assets ($) | $20,078,000 | 314 |
| Memoranda | ||
| Gross Fiduciary activities income | $156,000 | 745 |
| 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 | $41,000 | 392 |
| Number of Managed Accounts | $29,000 | 373 |
| Number of Non-Managed Accounts | $12,000 | 347 |
| Total fiduciary and related assets | $29,571,000 | 387 |
| Managed Assets ($) | $11,353,000 | 371 |
| Non-managed Assets ($) | $18,218,000 | 318 |
| Memoranda | ||
| Gross Fiduciary activities income | $107,000 | 742 |
| 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 | $42,000 | 400 |
| Number of Managed Accounts | $30,000 | 378 |
| Number of Non-Managed Accounts | $12,000 | 353 |
| Total fiduciary and related assets | $31,329,000 | 395 |
| Managed Assets ($) | $11,718,000 | 378 |
| Non-managed Assets ($) | $19,611,000 | 317 |
| Memoranda | ||
| Gross Fiduciary activities income | $49,000 | 770 |
| 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 | $41,000 | 1,075 |
| Number of Managed Accounts | $28,000 | 995 |
| Number of Non-Managed Accounts | $13,000 | 861 |
| Total fiduciary and related assets | $32,049,000 | 847 |
| Managed Assets ($) | $11,551,000 | 946 |
| Non-managed Assets ($) | $20,498,000 | 496 |
| Memoranda | ||
| Gross Fiduciary activities income | $211,000 | 749 |
| 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 | $41,000 | 390 |
| Number of Managed Accounts | $28,000 | 366 |
| Number of Non-Managed Accounts | $13,000 | 338 |
| Total fiduciary and related assets | $30,641,000 | 385 |
| Managed Assets ($) | $11,648,000 | 368 |
| Non-managed Assets ($) | $18,993,000 | 298 |
| Memoranda | ||
| Gross Fiduciary activities income | $160,000 | 739 |
| 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 | $45,000 | 398 |
| Number of Managed Accounts | $32,000 | 372 |
| Number of Non-Managed Accounts | $13,000 | 346 |
| Total fiduciary and related assets | $28,963,000 | 393 |
| Managed Assets ($) | $11,542,000 | 376 |
| Non-managed Assets ($) | $17,421,000 | 302 |
| Memoranda | ||
| Gross Fiduciary activities income | $112,000 | 736 |
| 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 | $44,000 | 399 |
| Number of Managed Accounts | $31,000 | 374 |
| Number of Non-Managed Accounts | $13,000 | 342 |
| Total fiduciary and related assets | $26,479,000 | 394 |
| Managed Assets ($) | $11,361,000 | 377 |
| Non-managed Assets ($) | $15,118,000 | 308 |
| Memoranda | ||
| Gross Fiduciary activities income | $51,000 | 767 |
| 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 | $44,000 | 1,087 |
| Number of Managed Accounts | $31,000 | 989 |
| Number of Non-Managed Accounts | $13,000 | 865 |
| Total fiduciary and related assets | $27,840,000 | 882 |
| Managed Assets ($) | $11,651,000 | 950 |
| Non-managed Assets ($) | $16,189,000 | 519 |
| Memoranda | ||
| Gross Fiduciary activities income | $193,000 | 787 |
| 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 | $42,000 | 426 |
| Number of Managed Accounts | $29,000 | 404 |
| Number of Non-Managed Accounts | $13,000 | 361 |
| Total fiduciary and related assets | $30,856,000 | 421 |
| Managed Assets ($) | $12,068,000 | 407 |
| Non-managed Assets ($) | $18,788,000 | 326 |
| Memoranda | ||
| Gross Fiduciary activities income | $148,000 | 785 |
| 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 | $56,000 | 427 |
| Number of Managed Accounts | $31,000 | 407 |
| Number of Non-Managed Accounts | $25,000 | 328 |
| Total fiduciary and related assets | $34,556,000 | 426 |
| Managed Assets ($) | $13,122,000 | 411 |
| Non-managed Assets ($) | $21,434,000 | 325 |
| Memoranda | ||
| Gross Fiduciary activities income | $99,000 | 806 |
| 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 | $57,000 | 431 |
| Number of Managed Accounts | $32,000 | 409 |
| Number of Non-Managed Accounts | $25,000 | 329 |
| Total fiduciary and related assets | $35,328,000 | 431 |
| Managed Assets ($) | $13,356,000 | 416 |
| Non-managed Assets ($) | $21,972,000 | 329 |
| Memoranda | ||
| Gross Fiduciary activities income | $49,000 | 809 |
| 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 | $56,000 | 1,038 |
| Number of Managed Accounts | $32,000 | 1,006 |
| Number of Non-Managed Accounts | $24,000 | 723 |
| Total fiduciary and related assets | $24,853,000 | 946 |
| Managed Assets ($) | $11,838,000 | 1,000 |
| Non-managed Assets ($) | $13,015,000 | 598 |
| Memoranda | ||
| Gross Fiduciary activities income | $164,000 | 840 |
| 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 | $55,000 | 413 |
| Number of Managed Accounts | $30,000 | 393 |
| Number of Non-Managed Accounts | $25,000 | 320 |
| Total fiduciary and related assets | $24,096,000 | 422 |
| Managed Assets ($) | $11,308,000 | 402 |
| Non-managed Assets ($) | $12,788,000 | 339 |
| Memoranda | ||
| Gross Fiduciary activities income | $121,000 | 842 |
| 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 | $54,000 | 419 |
| Number of Managed Accounts | $29,000 | 399 |
| Number of Non-Managed Accounts | $25,000 | 334 |
| Total fiduciary and related assets | $23,275,000 | 428 |
| Managed Assets ($) | $10,786,000 | 408 |
| Non-managed Assets ($) | $12,489,000 | 350 |
| Memoranda | ||
| Gross Fiduciary activities income | $82,000 | 849 |
| 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 | $54,000 | 419 |
| Number of Managed Accounts | $28,000 | 403 |
| Number of Non-Managed Accounts | $26,000 | 331 |
| Total fiduciary and related assets | $21,792,000 | 431 |
| Managed Assets ($) | $10,352,000 | 410 |
| Non-managed Assets ($) | $11,440,000 | 352 |
| Memoranda | ||
| Gross Fiduciary activities income | $43,000 | 847 |
| 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 | $54,000 | 1,071 |
| Number of Managed Accounts | $27,000 | 1,058 |
| Number of Non-Managed Accounts | $27,000 | 715 |
| Total fiduciary and related assets | $21,626,000 | 974 |
| Managed Assets ($) | $10,339,000 | 1,022 |
| Non-managed Assets ($) | $11,287,000 | 626 |
| Memoranda | ||
| Gross Fiduciary activities income | $163,000 | 847 |
| 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 | $56,000 | 406 |
| Number of Managed Accounts | $29,000 | 385 |
| Number of Non-Managed Accounts | $27,000 | 325 |
| Total fiduciary and related assets | $21,137,000 | 412 |
| Managed Assets ($) | $10,251,000 | 392 |
| Non-managed Assets ($) | $10,886,000 | 349 |
| Memoranda | ||
| Gross Fiduciary activities income | $121,000 | 836 |
| 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 | $55,000 | 413 |
| Number of Managed Accounts | $29,000 | 392 |
| Number of Non-Managed Accounts | $26,000 | 336 |
| Total fiduciary and related assets | $21,261,000 | 418 |
| Managed Assets ($) | $10,031,000 | 399 |
| Non-managed Assets ($) | $11,230,000 | 351 |
| Memoranda | ||
| Gross Fiduciary activities income | $76,000 | 865 |
| 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 | $55,000 | 426 |
| Number of Managed Accounts | $29,000 | 406 |
| Number of Non-Managed Accounts | $26,000 | 336 |
| Total fiduciary and related assets | $20,775,000 | 425 |
| Managed Assets ($) | $9,685,000 | 412 |
| Non-managed Assets ($) | $11,090,000 | 357 |
| Memoranda | ||
| Gross Fiduciary activities income | $39,000 | 862 |
| 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 | $54,000 | 1,104 |
| Number of Managed Accounts | $29,000 | 1,079 |
| Number of Non-Managed Accounts | $25,000 | 767 |
| Total fiduciary and related assets | $20,812,000 | 999 |
| Managed Assets ($) | $10,302,000 | 1,046 |
| Non-managed Assets ($) | $10,510,000 | 634 |
| Memoranda | ||
| Gross Fiduciary activities income | $169,000 | 842 |
| 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 | $57,000 | 411 |
| Number of Managed Accounts | $32,000 | 390 |
| Number of Non-Managed Accounts | $25,000 | 330 |
| Total fiduciary and related assets | $21,073,000 | 415 |
| Managed Assets ($) | $11,130,000 | 398 |
| Non-managed Assets ($) | $9,943,000 | 358 |
| Memoranda | ||
| Gross Fiduciary activities income | $122,000 | 832 |
| 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 | $55,000 | 429 |
| Number of Managed Accounts | $30,000 | 403 |
| Number of Non-Managed Accounts | $25,000 | 346 |
| Total fiduciary and related assets | $20,585,000 | 435 |
| Managed Assets ($) | $10,679,000 | 414 |
| Non-managed Assets ($) | $9,906,000 | 367 |
| Memoranda | ||
| Gross Fiduciary activities income | $76,000 | 862 |
| 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 | $55,000 | 432 |
| Number of Managed Accounts | $29,000 | 405 |
| Number of Non-Managed Accounts | $26,000 | 342 |
| Total fiduciary and related assets | $20,125,000 | 437 |
| Managed Assets ($) | $10,474,000 | 417 |
| Non-managed Assets ($) | $9,651,000 | 369 |
| Memoranda | ||
| Gross Fiduciary activities income | $37,000 | 875 |
| 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 | $56,000 | 1,102 |
| Number of Managed Accounts | $30,000 | 1,082 |
| Number of Non-Managed Accounts | $26,000 | 763 |
| Total fiduciary and related assets | $20,027,000 | 996 |
| Managed Assets ($) | $10,605,000 | 1,043 |
| Non-managed Assets ($) | $9,422,000 | 655 |
| Memoranda | ||
| Gross Fiduciary activities income | $165,000 | 833 |
| 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 | $57,000 | 418 |
| Number of Managed Accounts | $31,000 | 392 |
| Number of Non-Managed Accounts | $26,000 | 338 |
| Total fiduciary and related assets | $16,953,000 | 424 |
| Managed Assets ($) | $10,001,000 | 402 |
| Non-managed Assets ($) | $6,952,000 | 374 |
| Memoranda | ||
| Gross Fiduciary activities income | $112,000 | 847 |
| 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 | $55,000 | 425 |
| Number of Managed Accounts | $31,000 | 397 |
| Number of Non-Managed Accounts | $24,000 | 356 |
| Total fiduciary and related assets | $16,729,000 | 431 |
| Managed Assets ($) | $9,888,000 | 410 |
| Non-managed Assets ($) | $6,841,000 | 382 |
| Memoranda | ||
| Gross Fiduciary activities income | $80,000 | 840 |
| 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 | $58,000 | 433 |
| Number of Managed Accounts | $33,000 | 400 |
| Number of Non-Managed Accounts | $25,000 | 358 |
| Total fiduciary and related assets | $16,860,000 | 440 |
| Managed Assets ($) | $10,144,000 | 417 |
| Non-managed Assets ($) | $6,716,000 | 388 |
| Memoranda | ||
| Gross Fiduciary activities income | $40,000 | 853 |
| 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 | $58,000 | 1,124 |
| Number of Managed Accounts | $34,000 | 1,088 |
| Number of Non-Managed Accounts | $24,000 | 815 |
| Total fiduciary and related assets | $18,028,000 | 1,042 |
| Managed Assets ($) | $11,415,000 | 1,037 |
| Non-managed Assets ($) | $6,613,000 | 745 |
| Memoranda | ||
| Gross Fiduciary activities income | $156,000 | 864 |
| 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 | $124,000 | 860 |
| 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 | $71,000 | 901 |
| 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 | $36,000 | 899 |
| 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 | $57,000 | 1,170 |
| Number of Managed Accounts | $34,000 | 1,123 |
| Number of Non-Managed Accounts | $23,000 | 830 |
| Total fiduciary and related assets | $16,977,000 | 1,070 |
| Managed Assets ($) | $11,320,000 | 1,059 |
| Non-managed Assets ($) | $5,657,000 | 773 |
| Memoranda | ||
| Gross Fiduciary activities income | $134,000 | 929 |
| 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 | $57,000 | 1,109 |
| Number of Managed Accounts | $34,000 | 1,096 |
| Number of Non-Managed Accounts | $23,000 | 794 |
| Total fiduciary and related assets | $14,627,000 | 1,053 |
| Managed Assets ($) | $8,955,000 | 1,061 |
| Non-managed Assets ($) | $5,672,000 | 742 |
| Memoranda | ||
| Gross Fiduciary activities income | $113,000 | 972 |
| 2000-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1999-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1998-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1997-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1996-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1995-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1994-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1993-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1992-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |