Home > American National Bank & Trust > Fiduciary and Related Services
American National Bank & Trust, Fiduciary and Related Services
| 2023-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 4 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,287,000 | 201 |
| Number of Managed Accounts | $1,158,000 | 178 |
| Number of Non-Managed Accounts | $129,000 | 226 |
| Total fiduciary and related assets | $1,751,319,000 | 195 |
| Managed Assets ($) | $1,325,689,000 | 179 |
| Non-managed Assets ($) | $425,630,000 | 161 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,561,000 | 181 |
| 2023-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 5 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,176,000 | 211 |
| Number of Managed Accounts | $1,056,000 | 189 |
| Number of Non-Managed Accounts | $120,000 | 181 |
| Total fiduciary and related assets | $1,605,670,000 | 198 |
| Managed Assets ($) | $1,204,531,000 | 181 |
| Non-managed Assets ($) | $401,139,000 | 154 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,727,000 | 191 |
| 2023-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 3 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,105,000 | 223 |
| Number of Managed Accounts | $993,000 | 197 |
| Number of Non-Managed Accounts | $112,000 | 202 |
| Total fiduciary and related assets | $1,581,937,000 | 197 |
| Managed Assets ($) | $1,174,515,000 | 184 |
| Non-managed Assets ($) | $407,422,000 | 155 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,295,000 | 188 |
| 2023-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,073,000 | 225 |
| Number of Managed Accounts | $964,000 | 200 |
| Number of Non-Managed Accounts | $109,000 | 189 |
| Total fiduciary and related assets | $1,522,094,000 | 207 |
| Managed Assets ($) | $1,123,106,000 | 193 |
| Non-managed Assets ($) | $398,988,000 | 159 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,112,000 | 199 |
| 2022-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,040,000 | 245 |
| Number of Managed Accounts | $935,000 | 216 |
| Number of Non-Managed Accounts | $105,000 | 249 |
| Total fiduciary and related assets | $1,410,217,000 | 211 |
| Managed Assets ($) | $1,021,204,000 | 202 |
| Non-managed Assets ($) | $389,013,000 | 163 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,668,000 | 216 |
| 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 | $989,000 | 240 |
| Number of Managed Accounts | $883,000 | 217 |
| Number of Non-Managed Accounts | $106,000 | 193 |
| Total fiduciary and related assets | $1,261,691,000 | 216 |
| Managed Assets ($) | $881,124,000 | 210 |
| Non-managed Assets ($) | $380,567,000 | 161 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,539,000 | 222 |
| 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 | $928,000 | 227 |
| Number of Managed Accounts | $845,000 | 212 |
| Number of Non-Managed Accounts | $83,000 | 208 |
| Total fiduciary and related assets | $1,250,119,000 | 188 |
| Managed Assets ($) | $870,047,000 | 186 |
| Non-managed Assets ($) | $380,072,000 | 136 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,669,000 | 198 |
| 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 | $916,000 | 220 |
| Number of Managed Accounts | $834,000 | 202 |
| Number of Non-Managed Accounts | $82,000 | 190 |
| Total fiduciary and related assets | $1,271,857,000 | 194 |
| Managed Assets ($) | $897,359,000 | 192 |
| Non-managed Assets ($) | $374,498,000 | 140 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,830,000 | 203 |
| 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 | $883,000 | 245 |
| Number of Managed Accounts | $802,000 | 221 |
| Number of Non-Managed Accounts | $81,000 | 272 |
| Total fiduciary and related assets | $1,226,874,000 | 204 |
| Managed Assets ($) | $863,726,000 | 204 |
| Non-managed Assets ($) | $363,148,000 | 152 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,734,000 | 206 |
| 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 | $848,000 | 230 |
| Number of Managed Accounts | $770,000 | 216 |
| Number of Non-Managed Accounts | $78,000 | 200 |
| Total fiduciary and related assets | $1,143,357,000 | 205 |
| Managed Assets ($) | $803,633,000 | 205 |
| Non-managed Assets ($) | $339,724,000 | 148 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,953,000 | 208 |
| 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 | $835,000 | 242 |
| Number of Managed Accounts | $754,000 | 231 |
| Number of Non-Managed Accounts | $81,000 | 210 |
| Total fiduciary and related assets | $1,150,569,000 | 203 |
| Managed Assets ($) | $811,566,000 | 203 |
| Non-managed Assets ($) | $339,003,000 | 151 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,222,000 | 208 |
| 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 | $822,000 | 232 |
| Number of Managed Accounts | $741,000 | 221 |
| Number of Non-Managed Accounts | $81,000 | 200 |
| Total fiduciary and related assets | $1,082,998,000 | 206 |
| Managed Assets ($) | $753,213,000 | 206 |
| Non-managed Assets ($) | $329,785,000 | 149 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,592,000 | 208 |
| 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 | $801,000 | 253 |
| Number of Managed Accounts | $719,000 | 235 |
| Number of Non-Managed Accounts | $82,000 | 284 |
| Total fiduciary and related assets | $1,039,550,000 | 208 |
| Managed Assets ($) | $716,859,000 | 220 |
| Non-managed Assets ($) | $322,691,000 | 157 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,495,000 | 212 |
| 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 | $780,000 | 236 |
| Number of Managed Accounts | $697,000 | 224 |
| Number of Non-Managed Accounts | $83,000 | 200 |
| Total fiduciary and related assets | $997,329,000 | 204 |
| Managed Assets ($) | $675,766,000 | 210 |
| Non-managed Assets ($) | $321,563,000 | 145 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,060,000 | 209 |
| 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 | $755,000 | 254 |
| Number of Managed Accounts | $671,000 | 241 |
| Number of Non-Managed Accounts | $84,000 | 214 |
| Total fiduciary and related assets | $957,786,000 | 205 |
| Managed Assets ($) | $648,058,000 | 217 |
| Non-managed Assets ($) | $309,728,000 | 150 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,705,000 | 207 |
| 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 | $744,000 | 240 |
| Number of Managed Accounts | $656,000 | 232 |
| Number of Non-Managed Accounts | $88,000 | 199 |
| Total fiduciary and related assets | $892,438,000 | 203 |
| Managed Assets ($) | $598,848,000 | 209 |
| Non-managed Assets ($) | $293,590,000 | 146 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,381,000 | 205 |
| 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 | $723,000 | 268 |
| Number of Managed Accounts | $639,000 | 255 |
| Number of Non-Managed Accounts | $84,000 | 288 |
| Total fiduciary and related assets | $971,201,000 | 206 |
| Managed Assets ($) | $671,989,000 | 215 |
| Non-managed Assets ($) | $299,212,000 | 153 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,314,000 | 212 |
| 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 | $712,000 | 246 |
| Number of Managed Accounts | $636,000 | 233 |
| Number of Non-Managed Accounts | $76,000 | 204 |
| Total fiduciary and related assets | $914,339,000 | 209 |
| Managed Assets ($) | $706,870,000 | 198 |
| Non-managed Assets ($) | $207,469,000 | 171 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,899,000 | 212 |
| 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 | $695,000 | 258 |
| Number of Managed Accounts | $620,000 | 246 |
| Number of Non-Managed Accounts | $75,000 | 217 |
| Total fiduciary and related assets | $839,459,000 | 217 |
| Managed Assets ($) | $637,364,000 | 213 |
| Non-managed Assets ($) | $202,095,000 | 175 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,571,000 | 215 |
| 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 | $677,000 | 267 |
| Number of Managed Accounts | $612,000 | 248 |
| Number of Non-Managed Accounts | $65,000 | 235 |
| Total fiduciary and related assets | $693,253,000 | 235 |
| Managed Assets ($) | $618,936,000 | 216 |
| Non-managed Assets ($) | $74,317,000 | 263 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,263,000 | 216 |
| 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 | $667,000 | 285 |
| Number of Managed Accounts | $603,000 | 256 |
| Number of Non-Managed Accounts | $64,000 | 348 |
| Total fiduciary and related assets | $643,311,000 | 240 |
| Managed Assets ($) | $576,800,000 | 219 |
| Non-managed Assets ($) | $66,511,000 | 288 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,550,000 | 204 |
| 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 | $726,000 | 255 |
| Number of Managed Accounts | $664,000 | 237 |
| Number of Non-Managed Accounts | $62,000 | 240 |
| Total fiduciary and related assets | $712,323,000 | 235 |
| Managed Assets ($) | $640,716,000 | 211 |
| Non-managed Assets ($) | $71,607,000 | 266 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,163,000 | 203 |
| 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 | $719,000 | 260 |
| Number of Managed Accounts | $658,000 | 242 |
| Number of Non-Managed Accounts | $61,000 | 243 |
| Total fiduciary and related assets | $715,416,000 | 235 |
| Managed Assets ($) | $647,766,000 | 206 |
| Non-managed Assets ($) | $67,650,000 | 267 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,748,000 | 205 |
| 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 | $722,000 | 264 |
| Number of Managed Accounts | $657,000 | 243 |
| Number of Non-Managed Accounts | $65,000 | 242 |
| Total fiduciary and related assets | $705,657,000 | 233 |
| Managed Assets ($) | $636,835,000 | 205 |
| Non-managed Assets ($) | $68,822,000 | 264 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,375,000 | 204 |
| 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 | $703,000 | 284 |
| Number of Managed Accounts | $639,000 | 253 |
| Number of Non-Managed Accounts | $64,000 | 357 |
| Total fiduciary and related assets | $693,847,000 | 234 |
| Managed Assets ($) | $625,132,000 | 211 |
| Non-managed Assets ($) | $68,715,000 | 289 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,300,000 | 201 |
| 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 | $698,000 | 266 |
| Number of Managed Accounts | $634,000 | 246 |
| Number of Non-Managed Accounts | $64,000 | 237 |
| Total fiduciary and related assets | $675,778,000 | 236 |
| Managed Assets ($) | $611,832,000 | 211 |
| Non-managed Assets ($) | $63,946,000 | 261 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,928,000 | 202 |
| 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 | $707,000 | 267 |
| Number of Managed Accounts | $640,000 | 244 |
| Number of Non-Managed Accounts | $67,000 | 236 |
| Total fiduciary and related assets | $650,779,000 | 235 |
| Managed Assets ($) | $587,881,000 | 212 |
| Non-managed Assets ($) | $62,898,000 | 259 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,641,000 | 199 |
| 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 | $706,000 | 268 |
| Number of Managed Accounts | $635,000 | 245 |
| Number of Non-Managed Accounts | $71,000 | 227 |
| Total fiduciary and related assets | $631,505,000 | 239 |
| Managed Assets ($) | $568,715,000 | 217 |
| Non-managed Assets ($) | $62,790,000 | 259 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,312,000 | 200 |
| 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 | $710,000 | 280 |
| Number of Managed Accounts | $636,000 | 253 |
| Number of Non-Managed Accounts | $74,000 | 336 |
| Total fiduciary and related assets | $631,540,000 | 237 |
| Managed Assets ($) | $566,918,000 | 214 |
| Non-managed Assets ($) | $64,622,000 | 289 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,100,000 | 192 |
| 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 | $711,000 | 262 |
| Number of Managed Accounts | $633,000 | 245 |
| Number of Non-Managed Accounts | $78,000 | 222 |
| Total fiduciary and related assets | $628,200,000 | 239 |
| Managed Assets ($) | $560,895,000 | 217 |
| Non-managed Assets ($) | $67,305,000 | 257 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,780,000 | 193 |
| 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 | $712,000 | 265 |
| Number of Managed Accounts | $629,000 | 248 |
| Number of Non-Managed Accounts | $83,000 | 217 |
| Total fiduciary and related assets | $621,045,000 | 243 |
| Managed Assets ($) | $553,331,000 | 219 |
| Non-managed Assets ($) | $67,714,000 | 255 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,486,000 | 198 |
| 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 | $693,000 | 265 |
| Number of Managed Accounts | $612,000 | 251 |
| Number of Non-Managed Accounts | $81,000 | 219 |
| Total fiduciary and related assets | $615,159,000 | 243 |
| Managed Assets ($) | $549,641,000 | 216 |
| Non-managed Assets ($) | $65,518,000 | 259 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,238,000 | 198 |
| 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 | $690,000 | 279 |
| Number of Managed Accounts | $607,000 | 256 |
| Number of Non-Managed Accounts | $83,000 | 316 |
| Total fiduciary and related assets | $607,148,000 | 243 |
| Managed Assets ($) | $540,808,000 | 217 |
| Non-managed Assets ($) | $66,340,000 | 279 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,131,000 | 192 |
| 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 | $681,000 | 271 |
| Number of Managed Accounts | $599,000 | 252 |
| Number of Non-Managed Accounts | $82,000 | 213 |
| Total fiduciary and related assets | $593,528,000 | 243 |
| Managed Assets ($) | $528,234,000 | 220 |
| Non-managed Assets ($) | $65,294,000 | 259 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,813,000 | 196 |
| 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 | $672,000 | 275 |
| Number of Managed Accounts | $590,000 | 253 |
| Number of Non-Managed Accounts | $82,000 | 212 |
| Total fiduciary and related assets | $613,589,000 | 251 |
| Managed Assets ($) | $545,512,000 | 220 |
| Non-managed Assets ($) | $68,077,000 | 257 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,539,000 | 201 |
| 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 | $668,000 | 275 |
| Number of Managed Accounts | $587,000 | 255 |
| Number of Non-Managed Accounts | $81,000 | 212 |
| Total fiduciary and related assets | $614,787,000 | 250 |
| Managed Assets ($) | $547,356,000 | 221 |
| Non-managed Assets ($) | $67,431,000 | 262 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,259,000 | 204 |
| 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 | $666,000 | 295 |
| Number of Managed Accounts | $583,000 | 261 |
| Number of Non-Managed Accounts | $83,000 | 327 |
| Total fiduciary and related assets | $602,391,000 | 250 |
| Managed Assets ($) | $533,993,000 | 224 |
| Non-managed Assets ($) | $68,398,000 | 282 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,708,000 | 204 |
| 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 | $587,000 | 293 |
| Number of Managed Accounts | $561,000 | 257 |
| Number of Non-Managed Accounts | $26,000 | 316 |
| Total fiduciary and related assets | $587,513,000 | 252 |
| Managed Assets ($) | $532,733,000 | 221 |
| Non-managed Assets ($) | $54,780,000 | 275 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,490,000 | 205 |
| 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 | $587,000 | 294 |
| Number of Managed Accounts | $561,000 | 257 |
| Number of Non-Managed Accounts | $26,000 | 314 |
| Total fiduciary and related assets | $583,162,000 | 250 |
| Managed Assets ($) | $528,492,000 | 221 |
| Non-managed Assets ($) | $54,670,000 | 276 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,237,000 | 208 |
| 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 | $569,000 | 302 |
| Number of Managed Accounts | $548,000 | 264 |
| Number of Non-Managed Accounts | $21,000 | 334 |
| Total fiduciary and related assets | $565,393,000 | 252 |
| Managed Assets ($) | $513,734,000 | 217 |
| Non-managed Assets ($) | $51,659,000 | 279 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,097,000 | 211 |
| 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 | $551,000 | 335 |
| Number of Managed Accounts | $530,000 | 278 |
| Number of Non-Managed Accounts | $21,000 | 684 |
| Total fiduciary and related assets | $539,856,000 | 256 |
| Managed Assets ($) | $488,157,000 | 227 |
| Non-managed Assets ($) | $51,699,000 | 321 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,174,000 | 207 |
| 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 | $543,000 | 299 |
| Number of Managed Accounts | $522,000 | 262 |
| Number of Non-Managed Accounts | $21,000 | 323 |
| Total fiduciary and related assets | $519,020,000 | 255 |
| Managed Assets ($) | $469,926,000 | 225 |
| Non-managed Assets ($) | $49,094,000 | 274 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,083,000 | 203 |
| 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 | $547,000 | 296 |
| Number of Managed Accounts | $524,000 | 260 |
| Number of Non-Managed Accounts | $23,000 | 317 |
| Total fiduciary and related assets | $507,884,000 | 254 |
| Managed Assets ($) | $457,213,000 | 221 |
| Non-managed Assets ($) | $50,671,000 | 272 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,022,000 | 206 |
| 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 | $537,000 | 302 |
| Number of Managed Accounts | $514,000 | 261 |
| Number of Non-Managed Accounts | $23,000 | 318 |
| Total fiduciary and related assets | $501,322,000 | 255 |
| Managed Assets ($) | $451,685,000 | 222 |
| Non-managed Assets ($) | $49,637,000 | 282 |
| Memoranda | ||
| Gross Fiduciary activities income | $997,000 | 207 |
| 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 | $531,000 | 345 |
| Number of Managed Accounts | $508,000 | 278 |
| Number of Non-Managed Accounts | $23,000 | 675 |
| Total fiduciary and related assets | $479,434,000 | 258 |
| Managed Assets ($) | $432,625,000 | 221 |
| Non-managed Assets ($) | $46,809,000 | 350 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,008,000 | 198 |
| 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 | $533,000 | 293 |
| Number of Managed Accounts | $509,000 | 255 |
| Number of Non-Managed Accounts | $24,000 | 303 |
| Total fiduciary and related assets | $480,956,000 | 257 |
| Managed Assets ($) | $431,541,000 | 221 |
| Non-managed Assets ($) | $49,415,000 | 268 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,969,000 | 197 |
| 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 | $536,000 | 292 |
| Number of Managed Accounts | $511,000 | 249 |
| Number of Non-Managed Accounts | $25,000 | 301 |
| Total fiduciary and related assets | $467,767,000 | 256 |
| Managed Assets ($) | $418,404,000 | 217 |
| Non-managed Assets ($) | $49,363,000 | 267 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,969,000 | 198 |
| 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 | $528,000 | 292 |
| Number of Managed Accounts | $503,000 | 248 |
| Number of Non-Managed Accounts | $25,000 | 299 |
| Total fiduciary and related assets | $473,213,000 | 255 |
| Managed Assets ($) | $423,847,000 | 219 |
| Non-managed Assets ($) | $49,366,000 | 264 |
| Memoranda | ||
| Gross Fiduciary activities income | $980,000 | 200 |
| 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 | $532,000 | 344 |
| Number of Managed Accounts | $506,000 | 272 |
| Number of Non-Managed Accounts | $26,000 | 644 |
| Total fiduciary and related assets | $458,685,000 | 250 |
| Managed Assets ($) | $412,209,000 | 218 |
| Non-managed Assets ($) | $46,476,000 | 327 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,859,000 | 170 |
| 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 | $545,000 | 289 |
| Number of Managed Accounts | $517,000 | 245 |
| Number of Non-Managed Accounts | $28,000 | 306 |
| Total fiduciary and related assets | $442,883,000 | 246 |
| Managed Assets ($) | $395,606,000 | 219 |
| Non-managed Assets ($) | $47,277,000 | 258 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,883,000 | 170 |
| 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 | $550,000 | 290 |
| Number of Managed Accounts | $521,000 | 244 |
| Number of Non-Managed Accounts | $29,000 | 304 |
| Total fiduciary and related assets | $467,091,000 | 246 |
| Managed Assets ($) | $416,677,000 | 218 |
| Non-managed Assets ($) | $50,414,000 | 265 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,898,000 | 172 |
| 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 | $547,000 | 295 |
| Number of Managed Accounts | $519,000 | 245 |
| Number of Non-Managed Accounts | $28,000 | 307 |
| Total fiduciary and related assets | $467,123,000 | 248 |
| Managed Assets ($) | $420,729,000 | 215 |
| Non-managed Assets ($) | $46,394,000 | 264 |
| Memoranda | ||
| Gross Fiduciary activities income | $926,000 | 181 |
| 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 | $542,000 | 345 |
| Number of Managed Accounts | $514,000 | 271 |
| Number of Non-Managed Accounts | $28,000 | 661 |
| Total fiduciary and related assets | $451,653,000 | 253 |
| Managed Assets ($) | $406,806,000 | 217 |
| Non-managed Assets ($) | $44,847,000 | 334 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,774,000 | 168 |
| 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 | $556,000 | 286 |
| Number of Managed Accounts | $528,000 | 239 |
| Number of Non-Managed Accounts | $28,000 | 301 |
| Total fiduciary and related assets | $448,509,000 | 249 |
| Managed Assets ($) | $405,895,000 | 205 |
| Non-managed Assets ($) | $42,614,000 | 269 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,768,000 | 172 |
| 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 | $549,000 | 288 |
| Number of Managed Accounts | $520,000 | 241 |
| Number of Non-Managed Accounts | $29,000 | 305 |
| Total fiduciary and related assets | $441,399,000 | 245 |
| Managed Assets ($) | $399,829,000 | 201 |
| Non-managed Assets ($) | $41,570,000 | 269 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,828,000 | 173 |
| 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 | $541,000 | 293 |
| Number of Managed Accounts | $513,000 | 242 |
| Number of Non-Managed Accounts | $28,000 | 309 |
| Total fiduciary and related assets | $473,329,000 | 241 |
| Managed Assets ($) | $430,073,000 | 195 |
| Non-managed Assets ($) | $43,256,000 | 272 |
| Memoranda | ||
| Gross Fiduciary activities income | $882,000 | 178 |
| 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 | $527,000 | 358 |
| Number of Managed Accounts | $500,000 | 279 |
| Number of Non-Managed Accounts | $27,000 | 698 |
| Total fiduciary and related assets | $453,571,000 | 248 |
| Managed Assets ($) | $412,018,000 | 205 |
| Non-managed Assets ($) | $41,553,000 | 355 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,647,000 | 175 |
| 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 | $499,000 | 305 |
| Number of Managed Accounts | $470,000 | 253 |
| Number of Non-Managed Accounts | $29,000 | 297 |
| Total fiduciary and related assets | $425,505,000 | 255 |
| Managed Assets ($) | $386,776,000 | 215 |
| Non-managed Assets ($) | $38,729,000 | 263 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,705,000 | 176 |
| 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 | $440,000 | 314 |
| Number of Managed Accounts | $411,000 | 274 |
| Number of Non-Managed Accounts | $29,000 | 303 |
| Total fiduciary and related assets | $370,027,000 | 270 |
| Managed Assets ($) | $331,701,000 | 230 |
| Non-managed Assets ($) | $38,326,000 | 266 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,807,000 | 175 |
| 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 | $447,000 | 313 |
| Number of Managed Accounts | $417,000 | 269 |
| Number of Non-Managed Accounts | $30,000 | 296 |
| Total fiduciary and related assets | $356,352,000 | 272 |
| Managed Assets ($) | $320,284,000 | 230 |
| Non-managed Assets ($) | $36,068,000 | 266 |
| Memoranda | ||
| Gross Fiduciary activities income | $926,000 | 169 |
| 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 | $446,000 | 409 |
| Number of Managed Accounts | $417,000 | 318 |
| Number of Non-Managed Accounts | $29,000 | 677 |
| Total fiduciary and related assets | $379,413,000 | 273 |
| Managed Assets ($) | $335,827,000 | 226 |
| Non-managed Assets ($) | $43,586,000 | 338 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,904,000 | 181 |
| 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 | $446,000 | 327 |
| Number of Managed Accounts | $417,000 | 281 |
| Number of Non-Managed Accounts | $29,000 | 318 |
| Total fiduciary and related assets | $389,379,000 | 274 |
| Managed Assets ($) | $347,569,000 | 230 |
| Non-managed Assets ($) | $41,810,000 | 288 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,997,000 | 181 |
| 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 | $438,000 | 333 |
| Number of Managed Accounts | $409,000 | 286 |
| Number of Non-Managed Accounts | $29,000 | 320 |
| Total fiduciary and related assets | $409,330,000 | 281 |
| Managed Assets ($) | $352,397,000 | 239 |
| Non-managed Assets ($) | $56,933,000 | 274 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,019,000 | 183 |
| 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 | $424,000 | 339 |
| Number of Managed Accounts | $397,000 | 292 |
| Number of Non-Managed Accounts | $27,000 | 328 |
| Total fiduciary and related assets | $404,155,000 | 290 |
| Managed Assets ($) | $347,351,000 | 247 |
| Non-managed Assets ($) | $56,804,000 | 274 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,004,000 | 186 |
| 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 | $426,000 | 425 |
| Number of Managed Accounts | $399,000 | 329 |
| Number of Non-Managed Accounts | $27,000 | 702 |
| Total fiduciary and related assets | $426,155,000 | 288 |
| Managed Assets ($) | $363,226,000 | 243 |
| Non-managed Assets ($) | $62,929,000 | 317 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,810,000 | 187 |
| 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 | $420,000 | 327 |
| Number of Managed Accounts | $393,000 | 282 |
| Number of Non-Managed Accounts | $27,000 | 318 |
| Total fiduciary and related assets | $429,436,000 | 289 |
| Managed Assets ($) | $365,145,000 | 241 |
| Non-managed Assets ($) | $64,291,000 | 257 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,806,000 | 186 |
| 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 | $425,000 | 331 |
| Number of Managed Accounts | $397,000 | 285 |
| Number of Non-Managed Accounts | $28,000 | 326 |
| Total fiduciary and related assets | $417,918,000 | 300 |
| Managed Assets ($) | $355,966,000 | 248 |
| Non-managed Assets ($) | $61,952,000 | 264 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,906,000 | 188 |
| 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 | $426,000 | 329 |
| Number of Managed Accounts | $399,000 | 286 |
| Number of Non-Managed Accounts | $27,000 | 329 |
| Total fiduciary and related assets | $407,440,000 | 295 |
| Managed Assets ($) | $348,673,000 | 244 |
| Non-managed Assets ($) | $58,767,000 | 269 |
| Memoranda | ||
| Gross Fiduciary activities income | $959,000 | 185 |
| 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 | $414,000 | 422 |
| Number of Managed Accounts | $386,000 | 333 |
| Number of Non-Managed Accounts | $28,000 | 708 |
| Total fiduciary and related assets | $402,965,000 | 294 |
| Managed Assets ($) | $344,688,000 | 246 |
| Non-managed Assets ($) | $58,277,000 | 325 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,474,000 | 187 |
| 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 | $425,000 | 327 |
| Number of Managed Accounts | $400,000 | 280 |
| Number of Non-Managed Accounts | $25,000 | 330 |
| Total fiduciary and related assets | $372,555,000 | 304 |
| Managed Assets ($) | $317,638,000 | 262 |
| Non-managed Assets ($) | $54,917,000 | 273 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,581,000 | 194 |
| 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 | $429,000 | 331 |
| Number of Managed Accounts | $400,000 | 286 |
| Number of Non-Managed Accounts | $29,000 | 329 |
| Total fiduciary and related assets | $377,201,000 | 301 |
| Managed Assets ($) | $312,478,000 | 265 |
| Non-managed Assets ($) | $64,723,000 | 267 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,701,000 | 204 |
| 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 | $430,000 | 336 |
| Number of Managed Accounts | $400,000 | 292 |
| Number of Non-Managed Accounts | $30,000 | 326 |
| Total fiduciary and related assets | $372,466,000 | 306 |
| Managed Assets ($) | $307,453,000 | 266 |
| Non-managed Assets ($) | $65,013,000 | 270 |
| Memoranda | ||
| Gross Fiduciary activities income | $838,000 | 205 |
| 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 | $431,000 | 423 |
| Number of Managed Accounts | $396,000 | 341 |
| Number of Non-Managed Accounts | $35,000 | 665 |
| Total fiduciary and related assets | $352,165,000 | 308 |
| Managed Assets ($) | $289,782,000 | 273 |
| Non-managed Assets ($) | $62,383,000 | 312 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,321,000 | 195 |
| 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 | $417,000 | 328 |
| Number of Managed Accounts | $384,000 | 288 |
| Number of Non-Managed Accounts | $33,000 | 316 |
| Total fiduciary and related assets | $353,810,000 | 299 |
| Managed Assets ($) | $286,081,000 | 268 |
| Non-managed Assets ($) | $67,729,000 | 256 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,472,000 | 192 |
| 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 | $403,000 | 339 |
| Number of Managed Accounts | $374,000 | 297 |
| Number of Non-Managed Accounts | $29,000 | 335 |
| Total fiduciary and related assets | $350,276,000 | 303 |
| Managed Assets ($) | $284,866,000 | 268 |
| Non-managed Assets ($) | $65,410,000 | 261 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,652,000 | 192 |
| 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 | $399,000 | 341 |
| Number of Managed Accounts | $370,000 | 299 |
| Number of Non-Managed Accounts | $29,000 | 335 |
| Total fiduciary and related assets | $346,648,000 | 303 |
| Managed Assets ($) | $281,531,000 | 273 |
| Non-managed Assets ($) | $65,117,000 | 261 |
| Memoranda | ||
| Gross Fiduciary activities income | $840,000 | 194 |
| 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 | $394,000 | 446 |
| Number of Managed Accounts | $365,000 | 349 |
| Number of Non-Managed Accounts | $29,000 | 734 |
| Total fiduciary and related assets | $339,601,000 | 306 |
| Managed Assets ($) | $276,264,000 | 275 |
| Non-managed Assets ($) | $63,337,000 | 309 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,976,000 | 204 |
| 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 | $404,000 | 335 |
| Number of Managed Accounts | $373,000 | 288 |
| Number of Non-Managed Accounts | $31,000 | 328 |
| Total fiduciary and related assets | $325,375,000 | 304 |
| Managed Assets ($) | $264,914,000 | 272 |
| Non-managed Assets ($) | $60,461,000 | 271 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,240,000 | 207 |
| 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 | $402,000 | 341 |
| Number of Managed Accounts | $370,000 | 289 |
| Number of Non-Managed Accounts | $32,000 | 336 |
| Total fiduciary and related assets | $323,955,000 | 309 |
| Managed Assets ($) | $263,520,000 | 269 |
| Non-managed Assets ($) | $60,435,000 | 277 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,492,000 | 208 |
| 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 | $403,000 | 344 |
| Number of Managed Accounts | $366,000 | 296 |
| Number of Non-Managed Accounts | $37,000 | 333 |
| Total fiduciary and related assets | $323,167,000 | 312 |
| Managed Assets ($) | $261,692,000 | 273 |
| Non-managed Assets ($) | $61,475,000 | 279 |
| Memoranda | ||
| Gross Fiduciary activities income | $761,000 | 204 |
| 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 | $418,000 | 447 |
| Number of Managed Accounts | $379,000 | 352 |
| Number of Non-Managed Accounts | $39,000 | 680 |
| Total fiduciary and related assets | $320,667,000 | 323 |
| Managed Assets ($) | $259,448,000 | 275 |
| Non-managed Assets ($) | $61,219,000 | 328 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,935,000 | 206 |
| 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 | $423,000 | 353 |
| Number of Managed Accounts | $375,000 | 302 |
| Number of Non-Managed Accounts | $48,000 | 331 |
| Total fiduciary and related assets | $303,506,000 | 332 |
| Managed Assets ($) | $243,770,000 | 280 |
| Non-managed Assets ($) | $59,736,000 | 284 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,205,000 | 215 |
| 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 | $432,000 | 356 |
| Number of Managed Accounts | $382,000 | 305 |
| Number of Non-Managed Accounts | $50,000 | 332 |
| Total fiduciary and related assets | $282,510,000 | 344 |
| Managed Assets ($) | $221,699,000 | 301 |
| Non-managed Assets ($) | $60,811,000 | 291 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,469,000 | 219 |
| 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 | $427,000 | 362 |
| Number of Managed Accounts | $378,000 | 312 |
| Number of Non-Managed Accounts | $49,000 | 341 |
| Total fiduciary and related assets | $262,721,000 | 357 |
| Managed Assets ($) | $205,549,000 | 311 |
| Non-managed Assets ($) | $57,172,000 | 293 |
| Memoranda | ||
| Gross Fiduciary activities income | $760,000 | 219 |
| 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 | $423,000 | 463 |
| Number of Managed Accounts | $376,000 | 376 |
| Number of Non-Managed Accounts | $47,000 | 645 |
| Total fiduciary and related assets | $271,973,000 | 353 |
| Managed Assets ($) | $211,231,000 | 315 |
| Non-managed Assets ($) | $60,742,000 | 329 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,769,000 | 232 |
| 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 | $412,000 | 445 |
| Number of Managed Accounts | $382,000 | 350 |
| Number of Non-Managed Accounts | $30,000 | 728 |
| Total fiduciary and related assets | $291,358,000 | 326 |
| Managed Assets ($) | $238,047,000 | 288 |
| Non-managed Assets ($) | $53,311,000 | 331 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,925,000 | 229 |
| 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 | $2,474,000 | 261 |
| 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 | $853,000 | 497 |
| 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 | $642,000 | 558 |
| 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 | $422,000 | 715 |
| 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 | $352,000 | 814 |
| 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 | $185,000 | 1,025 |
| 1994-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,599 |
| 1993-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,630 |
| 1992-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,658 |