Home > AMERIPRISE BANK, FSB > Fiduciary and Related Services
AMERIPRISE BANK, FSB, 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 | $1,279,000 | 202 |
| Number of Managed Accounts | $1,270,000 | 160 |
| Number of Non-Managed Accounts | $9,000 | 626 |
| Total fiduciary and related assets | $1,472,862,000 | 210 |
| Managed Assets ($) | $1,419,681,000 | 172 |
| Non-managed Assets ($) | $53,181,000 | 350 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,858,000 | 193 |
| 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 | $1,282,000 | 193 |
| Number of Managed Accounts | $1,272,000 | 158 |
| Number of Non-Managed Accounts | $10,000 | 326 |
| Total fiduciary and related assets | $1,325,624,000 | 213 |
| Managed Assets ($) | $1,277,982,000 | 176 |
| Non-managed Assets ($) | $47,642,000 | 274 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,627,000 | 193 |
| 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 | $1,287,000 | 196 |
| Number of Managed Accounts | $1,277,000 | 156 |
| Number of Non-Managed Accounts | $10,000 | 382 |
| Total fiduciary and related assets | $1,354,702,000 | 207 |
| Managed Assets ($) | $1,303,551,000 | 173 |
| Non-managed Assets ($) | $51,151,000 | 311 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,188,000 | 192 |
| 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 | $1,371,000 | 191 |
| Number of Managed Accounts | $1,363,000 | 152 |
| Number of Non-Managed Accounts | $8,000 | 342 |
| Total fiduciary and related assets | $1,313,815,000 | 218 |
| Managed Assets ($) | $1,268,160,000 | 182 |
| Non-managed Assets ($) | $45,655,000 | 280 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,994,000 | 206 |
| 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 | $1,344,000 | 198 |
| Number of Managed Accounts | $1,337,000 | 160 |
| Number of Non-Managed Accounts | $7,000 | 680 |
| Total fiduciary and related assets | $1,234,250,000 | 224 |
| Managed Assets ($) | $1,193,964,000 | 188 |
| Non-managed Assets ($) | $40,286,000 | 379 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,198,000 | 205 |
| 2022-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,332,000 | 196 |
| Number of Managed Accounts | $1,325,000 | 159 |
| Number of Non-Managed Accounts | $7,000 | 352 |
| Total fiduciary and related assets | $1,195,310,000 | 223 |
| Managed Assets ($) | $1,156,312,000 | 185 |
| Non-managed Assets ($) | $38,998,000 | 297 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,254,000 | 205 |
| 2022-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,334,000 | 175 |
| Number of Managed Accounts | $1,326,000 | 143 |
| Number of Non-Managed Accounts | $8,000 | 371 |
| Total fiduciary and related assets | $1,215,479,000 | 191 |
| Managed Assets ($) | $1,175,546,000 | 159 |
| Non-managed Assets ($) | $39,933,000 | 303 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,974,000 | 182 |
| 2022-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,312,000 | 177 |
| Number of Managed Accounts | $1,303,000 | 145 |
| Number of Non-Managed Accounts | $9,000 | 311 |
| Total fiduciary and related assets | $1,340,266,000 | 190 |
| Managed Assets ($) | $1,290,213,000 | 161 |
| Non-managed Assets ($) | $50,053,000 | 253 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,073,000 | 180 |
| 2021-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,297,000 | 182 |
| Number of Managed Accounts | $1,286,000 | 150 |
| Number of Non-Managed Accounts | $11,000 | 621 |
| Total fiduciary and related assets | $1,400,910,000 | 195 |
| Managed Assets ($) | $1,344,116,000 | 163 |
| Non-managed Assets ($) | $56,794,000 | 327 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,045,000 | 182 |
| 2021-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,258,000 | 186 |
| Number of Managed Accounts | $1,249,000 | 154 |
| Number of Non-Managed Accounts | $9,000 | 304 |
| Total fiduciary and related assets | $1,320,964,000 | 195 |
| Managed Assets ($) | $1,268,311,000 | 165 |
| Non-managed Assets ($) | $52,653,000 | 252 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,964,000 | 180 |
| 2021-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,261,000 | 187 |
| Number of Managed Accounts | $1,252,000 | 157 |
| Number of Non-Managed Accounts | $9,000 | 359 |
| Total fiduciary and related assets | $1,265,451,000 | 198 |
| Managed Assets ($) | $1,213,975,000 | 167 |
| Non-managed Assets ($) | $51,476,000 | 291 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,114,000 | 175 |
| 2021-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,257,000 | 185 |
| Number of Managed Accounts | $1,247,000 | 153 |
| Number of Non-Managed Accounts | $10,000 | 304 |
| Total fiduciary and related assets | $1,196,317,000 | 199 |
| Managed Assets ($) | $1,147,216,000 | 168 |
| Non-managed Assets ($) | $49,101,000 | 255 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,850,000 | 188 |
| 2020-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,234,000 | 190 |
| Number of Managed Accounts | $1,220,000 | 157 |
| Number of Non-Managed Accounts | $14,000 | 603 |
| Total fiduciary and related assets | $1,112,705,000 | 202 |
| Managed Assets ($) | $1,062,410,000 | 172 |
| Non-managed Assets ($) | $50,295,000 | 335 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,859,000 | 184 |
| 2020-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,247,000 | 181 |
| Number of Managed Accounts | $1,232,000 | 154 |
| Number of Non-Managed Accounts | $15,000 | 299 |
| Total fiduciary and related assets | $955,527,000 | 207 |
| Managed Assets ($) | $912,229,000 | 176 |
| Non-managed Assets ($) | $43,298,000 | 262 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,918,000 | 185 |
| 2020-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,259,000 | 185 |
| Number of Managed Accounts | $1,246,000 | 156 |
| Number of Non-Managed Accounts | $13,000 | 343 |
| Total fiduciary and related assets | $890,718,000 | 216 |
| Managed Assets ($) | $850,054,000 | 181 |
| Non-managed Assets ($) | $40,664,000 | 300 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,309,000 | 181 |
| 2020-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,226,000 | 183 |
| Number of Managed Accounts | $1,212,000 | 154 |
| Number of Non-Managed Accounts | $14,000 | 299 |
| Total fiduciary and related assets | $780,392,000 | 218 |
| Managed Assets ($) | $748,726,000 | 183 |
| Non-managed Assets ($) | $31,666,000 | 266 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,539,000 | 196 |
| 2019-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,206,000 | 195 |
| Number of Managed Accounts | $1,194,000 | 161 |
| Number of Non-Managed Accounts | $12,000 | 634 |
| Total fiduciary and related assets | $889,334,000 | 221 |
| Managed Assets ($) | $852,889,000 | 185 |
| Non-managed Assets ($) | $36,445,000 | 360 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,223,000 | 191 |
| 2019-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,208,000 | 184 |
| Number of Managed Accounts | $1,196,000 | 156 |
| Number of Non-Managed Accounts | $12,000 | 306 |
| Total fiduciary and related assets | $839,006,000 | 219 |
| Managed Assets ($) | $805,187,000 | 183 |
| Non-managed Assets ($) | $33,819,000 | 271 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,653,000 | 189 |
| 2019-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,191,000 | 187 |
| Number of Managed Accounts | $1,180,000 | 158 |
| Number of Non-Managed Accounts | $11,000 | 335 |
| Total fiduciary and related assets | $805,196,000 | 220 |
| Managed Assets ($) | $773,587,000 | 189 |
| Non-managed Assets ($) | $31,609,000 | 294 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,183,000 | 187 |
| 2019-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,203,000 | 186 |
| Number of Managed Accounts | $1,191,000 | 160 |
| Number of Non-Managed Accounts | $12,000 | 342 |
| Total fiduciary and related assets | $815,073,000 | 218 |
| Managed Assets ($) | $782,242,000 | 185 |
| Non-managed Assets ($) | $32,831,000 | 303 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,548,000 | 191 |
| 2018-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,204,000 | 192 |
| Number of Managed Accounts | $1,193,000 | 160 |
| Number of Non-Managed Accounts | $11,000 | 666 |
| Total fiduciary and related assets | $804,509,000 | 215 |
| Managed Assets ($) | $781,434,000 | 175 |
| Non-managed Assets ($) | $23,075,000 | 417 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,808,000 | 178 |
| 2018-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,211,000 | 185 |
| Number of Managed Accounts | $1,202,000 | 154 |
| Number of Non-Managed Accounts | $9,000 | 354 |
| Total fiduciary and related assets | $865,471,000 | 212 |
| Managed Assets ($) | $840,844,000 | 173 |
| Non-managed Assets ($) | $24,627,000 | 315 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,137,000 | 177 |
| 2018-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,212,000 | 188 |
| Number of Managed Accounts | $1,202,000 | 154 |
| Number of Non-Managed Accounts | $10,000 | 354 |
| Total fiduciary and related assets | $861,445,000 | 213 |
| Managed Assets ($) | $838,087,000 | 173 |
| Non-managed Assets ($) | $23,358,000 | 316 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,365,000 | 180 |
| 2018-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,215,000 | 190 |
| Number of Managed Accounts | $1,207,000 | 152 |
| Number of Non-Managed Accounts | $8,000 | 358 |
| Total fiduciary and related assets | $854,343,000 | 214 |
| Managed Assets ($) | $834,039,000 | 172 |
| Non-managed Assets ($) | $20,304,000 | 326 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,552,000 | 192 |
| 2017-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,196,000 | 197 |
| Number of Managed Accounts | $1,186,000 | 158 |
| Number of Non-Managed Accounts | $10,000 | 703 |
| Total fiduciary and related assets | $860,319,000 | 212 |
| Managed Assets ($) | $840,047,000 | 175 |
| Non-managed Assets ($) | $20,272,000 | 452 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,144,000 | 188 |
| 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 | $1,174,000 | 192 |
| Number of Managed Accounts | $1,164,000 | 157 |
| Number of Non-Managed Accounts | $10,000 | 345 |
| Total fiduciary and related assets | $823,156,000 | 214 |
| Managed Assets ($) | $804,447,000 | 177 |
| Non-managed Assets ($) | $18,709,000 | 324 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,582,000 | 185 |
| 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 | $1,180,000 | 190 |
| Number of Managed Accounts | $1,167,000 | 155 |
| Number of Non-Managed Accounts | $13,000 | 335 |
| Total fiduciary and related assets | $795,792,000 | 213 |
| Managed Assets ($) | $777,411,000 | 174 |
| Non-managed Assets ($) | $18,381,000 | 324 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,108,000 | 182 |
| 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 | $1,143,000 | 192 |
| Number of Managed Accounts | $1,132,000 | 157 |
| Number of Non-Managed Accounts | $11,000 | 342 |
| Total fiduciary and related assets | $771,340,000 | 214 |
| Managed Assets ($) | $752,855,000 | 175 |
| Non-managed Assets ($) | $18,485,000 | 322 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,439,000 | 192 |
| 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 | $1,139,000 | 194 |
| Number of Managed Accounts | $1,129,000 | 157 |
| Number of Non-Managed Accounts | $10,000 | 735 |
| Total fiduciary and related assets | $736,378,000 | 216 |
| Managed Assets ($) | $718,551,000 | 175 |
| Non-managed Assets ($) | $17,827,000 | 474 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,420,000 | 189 |
| 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 | $1,138,000 | 191 |
| Number of Managed Accounts | $1,126,000 | 155 |
| Number of Non-Managed Accounts | $12,000 | 351 |
| Total fiduciary and related assets | $712,291,000 | 223 |
| Managed Assets ($) | $694,233,000 | 178 |
| Non-managed Assets ($) | $18,058,000 | 328 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,012,000 | 186 |
| 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 | $1,204,000 | 185 |
| Number of Managed Accounts | $1,190,000 | 154 |
| Number of Non-Managed Accounts | $14,000 | 344 |
| Total fiduciary and related assets | $687,503,000 | 227 |
| Managed Assets ($) | $669,912,000 | 183 |
| Non-managed Assets ($) | $17,591,000 | 330 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,691,000 | 186 |
| 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 | $1,108,000 | 195 |
| Number of Managed Accounts | $1,099,000 | 158 |
| Number of Non-Managed Accounts | $9,000 | 360 |
| Total fiduciary and related assets | $665,427,000 | 229 |
| Managed Assets ($) | $648,215,000 | 184 |
| Non-managed Assets ($) | $17,212,000 | 330 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,160,000 | 205 |
| 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 | $1,182,000 | 190 |
| Number of Managed Accounts | $1,171,000 | 154 |
| Number of Non-Managed Accounts | $11,000 | 749 |
| Total fiduciary and related assets | $655,614,000 | 231 |
| Managed Assets ($) | $640,070,000 | 187 |
| Non-managed Assets ($) | $15,544,000 | 510 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,088,000 | 197 |
| 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 | $1,151,000 | 187 |
| Number of Managed Accounts | $1,140,000 | 154 |
| Number of Non-Managed Accounts | $11,000 | 354 |
| Total fiduciary and related assets | $622,964,000 | 235 |
| Managed Assets ($) | $608,621,000 | 191 |
| Non-managed Assets ($) | $14,343,000 | 336 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,757,000 | 199 |
| 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 | $1,007,000 | 211 |
| Number of Managed Accounts | $1,000,000 | 168 |
| Number of Non-Managed Accounts | $7,000 | 368 |
| Total fiduciary and related assets | $638,925,000 | 241 |
| Managed Assets ($) | $624,454,000 | 195 |
| Non-managed Assets ($) | $14,471,000 | 341 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,698,000 | 189 |
| 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 | $1,003,000 | 208 |
| Number of Managed Accounts | $996,000 | 166 |
| Number of Non-Managed Accounts | $7,000 | 370 |
| Total fiduciary and related assets | $598,807,000 | 255 |
| Managed Assets ($) | $583,686,000 | 206 |
| Non-managed Assets ($) | $15,121,000 | 341 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,199,000 | 213 |
| 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 | $971,000 | 221 |
| Number of Managed Accounts | $963,000 | 173 |
| Number of Non-Managed Accounts | $8,000 | 841 |
| Total fiduciary and related assets | $586,022,000 | 254 |
| Managed Assets ($) | $572,004,000 | 207 |
| Non-managed Assets ($) | $14,018,000 | 545 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,363,000 | 214 |
| 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 | $951,000 | 220 |
| Number of Managed Accounts | $942,000 | 176 |
| Number of Non-Managed Accounts | $9,000 | 366 |
| Total fiduciary and related assets | $554,738,000 | 260 |
| Managed Assets ($) | $541,462,000 | 213 |
| Non-managed Assets ($) | $13,276,000 | 341 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,274,000 | 214 |
| 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 | $1,053,000 | 202 |
| Number of Managed Accounts | $1,046,000 | 162 |
| Number of Non-Managed Accounts | $7,000 | 373 |
| Total fiduciary and related assets | $507,828,000 | 269 |
| Managed Assets ($) | $503,253,000 | 232 |
| Non-managed Assets ($) | $4,575,000 | 371 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,209,000 | 210 |
| 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 | $884,000 | 231 |
| Number of Managed Accounts | $883,000 | 182 |
| Number of Non-Managed Accounts | $1,000 | 401 |
| Total fiduciary and related assets | $474,489,000 | 277 |
| Managed Assets ($) | $474,069,000 | 232 |
| Non-managed Assets ($) | $420,000 | 397 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,024,000 | 226 |
| 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 | $933,000 | 232 |
| Number of Managed Accounts | $933,000 | 179 |
| Number of Non-Managed Accounts | $0 | 1,110 |
| Total fiduciary and related assets | $466,628,000 | 274 |
| Managed Assets ($) | $466,628,000 | 233 |
| Non-managed Assets ($) | $0 | 1,098 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,981,000 | 214 |
| 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 | $956,000 | 215 |
| Number of Managed Accounts | $956,000 | 166 |
| Number of Non-Managed Accounts | $0 | 390 |
| Total fiduciary and related assets | $446,466,000 | 275 |
| Managed Assets ($) | $446,466,000 | 230 |
| Non-managed Assets ($) | $0 | 388 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,931,000 | 210 |
| 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 | $919,000 | 218 |
| Number of Managed Accounts | $919,000 | 169 |
| Number of Non-Managed Accounts | $0 | 391 |
| Total fiduciary and related assets | $411,976,000 | 286 |
| Managed Assets ($) | $411,976,000 | 230 |
| Non-managed Assets ($) | $0 | 389 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,008,000 | 208 |
| 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 | $822,000 | 236 |
| Number of Managed Accounts | $822,000 | 183 |
| Number of Non-Managed Accounts | $0 | 394 |
| Total fiduciary and related assets | $399,207,000 | 290 |
| Managed Assets ($) | $399,207,000 | 233 |
| Non-managed Assets ($) | $0 | 392 |
| Memoranda | ||
| Gross Fiduciary activities income | $893,000 | 231 |
| 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 | $842,000 | 248 |
| Number of Managed Accounts | $842,000 | 181 |
| Number of Non-Managed Accounts | $0 | 1,135 |
| Total fiduciary and related assets | $388,034,000 | 288 |
| Managed Assets ($) | $388,034,000 | 234 |
| Non-managed Assets ($) | $0 | 1,126 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,355,000 | 226 |
| 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 | $783,000 | 239 |
| Number of Managed Accounts | $783,000 | 190 |
| Number of Non-Managed Accounts | $0 | 373 |
| Total fiduciary and related assets | $320,597,000 | 316 |
| Managed Assets ($) | $320,597,000 | 261 |
| Non-managed Assets ($) | $0 | 370 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,484,000 | 226 |
| 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 | $767,000 | 237 |
| Number of Managed Accounts | $767,000 | 188 |
| Number of Non-Managed Accounts | $0 | 373 |
| Total fiduciary and related assets | $338,012,000 | 298 |
| Managed Assets ($) | $338,012,000 | 243 |
| Non-managed Assets ($) | $0 | 372 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,675,000 | 226 |
| 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 | $750,000 | 243 |
| Number of Managed Accounts | $750,000 | 190 |
| Number of Non-Managed Accounts | $0 | 372 |
| Total fiduciary and related assets | $336,449,000 | 299 |
| Managed Assets ($) | $336,449,000 | 245 |
| Non-managed Assets ($) | $0 | 371 |
| Memoranda | ||
| Gross Fiduciary activities income | $734,000 | 246 |
| 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 | $729,000 | 277 |
| Number of Managed Accounts | $729,000 | 203 |
| Number of Non-Managed Accounts | $0 | 1,166 |
| Total fiduciary and related assets | $304,883,000 | 313 |
| Managed Assets ($) | $304,883,000 | 258 |
| Non-managed Assets ($) | $0 | 1,160 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $721,000 | 250 |
| Number of Managed Accounts | $721,000 | 196 |
| Number of Non-Managed Accounts | $0 | 395 |
| Total fiduciary and related assets | $294,546,000 | 307 |
| Managed Assets ($) | $294,546,000 | 257 |
| Non-managed Assets ($) | $0 | 393 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $704,000 | 256 |
| Number of Managed Accounts | $704,000 | 206 |
| Number of Non-Managed Accounts | $0 | 400 |
| Total fiduciary and related assets | $319,776,000 | 308 |
| Managed Assets ($) | $319,776,000 | 254 |
| Non-managed Assets ($) | $0 | 398 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $679,000 | 264 |
| Number of Managed Accounts | $679,000 | 206 |
| Number of Non-Managed Accounts | $0 | 404 |
| Total fiduciary and related assets | $303,951,000 | 318 |
| Managed Assets ($) | $303,951,000 | 262 |
| Non-managed Assets ($) | $0 | 403 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $646,000 | 307 |
| Number of Managed Accounts | $646,000 | 226 |
| Number of Non-Managed Accounts | $0 | 1,219 |
| Total fiduciary and related assets | $285,789,000 | 327 |
| Managed Assets ($) | $285,789,000 | 270 |
| Non-managed Assets ($) | $0 | 1,212 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $651,000 | 268 |
| Number of Managed Accounts | $651,000 | 214 |
| Number of Non-Managed Accounts | $0 | 391 |
| Total fiduciary and related assets | $273,063,000 | 320 |
| Managed Assets ($) | $273,063,000 | 267 |
| Non-managed Assets ($) | $0 | 389 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $656,000 | 269 |
| Number of Managed Accounts | $656,000 | 212 |
| Number of Non-Managed Accounts | $0 | 394 |
| Total fiduciary and related assets | $252,670,000 | 329 |
| Managed Assets ($) | $252,670,000 | 268 |
| Non-managed Assets ($) | $0 | 392 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $638,000 | 272 |
| Number of Managed Accounts | $638,000 | 217 |
| Number of Non-Managed Accounts | $0 | 401 |
| Total fiduciary and related assets | $260,696,000 | 335 |
| Managed Assets ($) | $260,696,000 | 274 |
| Non-managed Assets ($) | $0 | 399 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $652,000 | 315 |
| Number of Managed Accounts | $648,000 | 230 |
| Number of Non-Managed Accounts | $4,000 | 1,049 |
| Total fiduciary and related assets | $257,987,000 | 337 |
| Managed Assets ($) | $256,438,000 | 277 |
| Non-managed Assets ($) | $1,549,000 | 933 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $637,000 | 274 |
| Number of Managed Accounts | $637,000 | 219 |
| Number of Non-Managed Accounts | $0 | 386 |
| Total fiduciary and related assets | $232,067,000 | 330 |
| Managed Assets ($) | $232,067,000 | 278 |
| Non-managed Assets ($) | $0 | 385 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $630,000 | 276 |
| Number of Managed Accounts | $630,000 | 222 |
| Number of Non-Managed Accounts | $0 | 393 |
| Total fiduciary and related assets | $215,972,000 | 338 |
| Managed Assets ($) | $215,972,000 | 285 |
| Non-managed Assets ($) | $0 | 391 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $626,000 | 277 |
| Number of Managed Accounts | $626,000 | 221 |
| Number of Non-Managed Accounts | $0 | 393 |
| Total fiduciary and related assets | $208,607,000 | 338 |
| Managed Assets ($) | $208,607,000 | 282 |
| Non-managed Assets ($) | $0 | 392 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $645,000 | 319 |
| Number of Managed Accounts | $645,000 | 234 |
| Number of Non-Managed Accounts | $0 | 1,251 |
| Total fiduciary and related assets | $215,939,000 | 369 |
| Managed Assets ($) | $215,939,000 | 294 |
| Non-managed Assets ($) | $0 | 1,241 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $587,000 | 291 |
| Number of Managed Accounts | $587,000 | 232 |
| Number of Non-Managed Accounts | $0 | 421 |
| Total fiduciary and related assets | $218,812,000 | 359 |
| Managed Assets ($) | $218,812,000 | 305 |
| Non-managed Assets ($) | $0 | 420 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $576,000 | 295 |
| Number of Managed Accounts | $576,000 | 236 |
| Number of Non-Managed Accounts | $0 | 427 |
| Total fiduciary and related assets | $234,022,000 | 363 |
| Managed Assets ($) | $234,022,000 | 304 |
| Non-managed Assets ($) | $0 | 426 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $575,000 | 297 |
| Number of Managed Accounts | $575,000 | 238 |
| Number of Non-Managed Accounts | $0 | 433 |
| Total fiduciary and related assets | $239,319,000 | 374 |
| Managed Assets ($) | $239,319,000 | 311 |
| Non-managed Assets ($) | $0 | 431 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $584,000 | 340 |
| Number of Managed Accounts | $584,000 | 249 |
| Number of Non-Managed Accounts | $0 | 1,300 |
| Total fiduciary and related assets | $261,922,000 | 360 |
| Managed Assets ($) | $261,922,000 | 295 |
| Non-managed Assets ($) | $0 | 1,291 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $585,000 | 285 |
| Number of Managed Accounts | $585,000 | 230 |
| Number of Non-Managed Accounts | $0 | 417 |
| Total fiduciary and related assets | $265,862,000 | 345 |
| Managed Assets ($) | $265,862,000 | 292 |
| Non-managed Assets ($) | $0 | 416 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $585,000 | 290 |
| Number of Managed Accounts | $585,000 | 232 |
| Number of Non-Managed Accounts | $0 | 422 |
| Total fiduciary and related assets | $250,564,000 | 363 |
| Managed Assets ($) | $250,564,000 | 308 |
| Non-managed Assets ($) | $0 | 421 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $585,000 | 290 |
| Number of Managed Accounts | $585,000 | 234 |
| Number of Non-Managed Accounts | $0 | 425 |
| Total fiduciary and related assets | $244,851,000 | 371 |
| Managed Assets ($) | $244,851,000 | 313 |
| Non-managed Assets ($) | $0 | 424 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $660,000 | 310 |
| Number of Managed Accounts | $660,000 | 226 |
| Number of Non-Managed Accounts | $0 | 1,332 |
| Total fiduciary and related assets | $242,755,000 | 379 |
| Managed Assets ($) | $242,755,000 | 311 |
| Non-managed Assets ($) | $0 | 1,321 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $582,000 | 295 |
| Number of Managed Accounts | $582,000 | 238 |
| Number of Non-Managed Accounts | $0 | 409 |
| Total fiduciary and related assets | $227,345,000 | 358 |
| Managed Assets ($) | $227,345,000 | 306 |
| Non-managed Assets ($) | $0 | 408 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |