Home > Atlantic Union Bank > Fiduciary and Related Services
Atlantic Union Bank, 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 | $1,455,000 | 181 |
| Number of Managed Accounts | $1,369,000 | 149 |
| Number of Non-Managed Accounts | $86,000 | 283 |
| Total fiduciary and related assets | $2,213,232,000 | 169 |
| Managed Assets ($) | $1,987,363,000 | 136 |
| Non-managed Assets ($) | $225,869,000 | 205 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,118,000 | 155 |
| 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 | $1,462,000 | 170 |
| Number of Managed Accounts | $1,375,000 | 145 |
| Number of Non-Managed Accounts | $87,000 | 206 |
| Total fiduciary and related assets | $2,060,380,000 | 172 |
| Managed Assets ($) | $1,853,807,000 | 140 |
| Non-managed Assets ($) | $206,573,000 | 193 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,118,000 | 154 |
| 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 | $1,480,000 | 168 |
| Number of Managed Accounts | $1,395,000 | 143 |
| Number of Non-Managed Accounts | $85,000 | 231 |
| Total fiduciary and related assets | $2,116,060,000 | 169 |
| Managed Assets ($) | $1,908,724,000 | 134 |
| Non-managed Assets ($) | $207,336,000 | 206 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,069,000 | 155 |
| 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 | $1,470,000 | 176 |
| Number of Managed Accounts | $1,383,000 | 147 |
| Number of Non-Managed Accounts | $87,000 | 210 |
| Total fiduciary and related assets | $2,048,458,000 | 179 |
| Managed Assets ($) | $1,845,379,000 | 146 |
| Non-managed Assets ($) | $203,079,000 | 199 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,034,000 | 158 |
| 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 | $1,505,000 | 178 |
| Number of Managed Accounts | $1,414,000 | 151 |
| Number of Non-Managed Accounts | $91,000 | 278 |
| Total fiduciary and related assets | $1,999,643,000 | 179 |
| Managed Assets ($) | $1,787,345,000 | 147 |
| Non-managed Assets ($) | $212,298,000 | 207 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,426,000 | 155 |
| 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 | $1,594,000 | 171 |
| Number of Managed Accounts | $1,499,000 | 146 |
| Number of Non-Managed Accounts | $95,000 | 208 |
| Total fiduciary and related assets | $1,947,472,000 | 173 |
| Managed Assets ($) | $1,713,320,000 | 145 |
| Non-managed Assets ($) | $234,152,000 | 194 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,501,000 | 155 |
| 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 | $1,589,000 | 152 |
| Number of Managed Accounts | $1,501,000 | 133 |
| Number of Non-Managed Accounts | $88,000 | 203 |
| Total fiduciary and related assets | $2,070,022,000 | 141 |
| Managed Assets ($) | $1,827,259,000 | 119 |
| Non-managed Assets ($) | $242,763,000 | 169 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,540,000 | 131 |
| 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 | $1,683,000 | 146 |
| Number of Managed Accounts | $1,596,000 | 128 |
| Number of Non-Managed Accounts | $87,000 | 188 |
| Total fiduciary and related assets | $2,300,773,000 | 142 |
| Managed Assets ($) | $2,022,801,000 | 119 |
| Non-managed Assets ($) | $277,972,000 | 164 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,316,000 | 129 |
| 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 | $1,695,000 | 148 |
| Number of Managed Accounts | $1,607,000 | 128 |
| Number of Non-Managed Accounts | $88,000 | 261 |
| Total fiduciary and related assets | $2,364,302,000 | 143 |
| Managed Assets ($) | $2,077,214,000 | 117 |
| Non-managed Assets ($) | $287,088,000 | 173 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,287,000 | 134 |
| 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 | $1,693,000 | 148 |
| Number of Managed Accounts | $1,605,000 | 128 |
| Number of Non-Managed Accounts | $88,000 | 194 |
| Total fiduciary and related assets | $2,202,644,000 | 147 |
| Managed Assets ($) | $1,941,753,000 | 123 |
| Non-managed Assets ($) | $260,891,000 | 166 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,916,000 | 138 |
| 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 | $1,832,000 | 142 |
| Number of Managed Accounts | $1,740,000 | 123 |
| Number of Non-Managed Accounts | $92,000 | 200 |
| Total fiduciary and related assets | $2,200,675,000 | 146 |
| Managed Assets ($) | $1,934,661,000 | 125 |
| Non-managed Assets ($) | $266,014,000 | 169 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,755,000 | 137 |
| 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 | $1,832,000 | 142 |
| Number of Managed Accounts | $1,739,000 | 121 |
| Number of Non-Managed Accounts | $93,000 | 191 |
| Total fiduciary and related assets | $2,043,959,000 | 152 |
| Managed Assets ($) | $1,792,371,000 | 126 |
| Non-managed Assets ($) | $251,588,000 | 165 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,840,000 | 139 |
| 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 | $1,805,000 | 144 |
| Number of Managed Accounts | $1,710,000 | 124 |
| Number of Non-Managed Accounts | $95,000 | 259 |
| Total fiduciary and related assets | $1,971,788,000 | 153 |
| Managed Assets ($) | $1,737,972,000 | 128 |
| Non-managed Assets ($) | $233,816,000 | 178 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,576,000 | 136 |
| 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 | $1,790,000 | 141 |
| Number of Managed Accounts | $1,695,000 | 122 |
| Number of Non-Managed Accounts | $95,000 | 189 |
| Total fiduciary and related assets | $1,802,106,000 | 152 |
| Managed Assets ($) | $1,591,569,000 | 125 |
| Non-managed Assets ($) | $210,537,000 | 175 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,859,000 | 134 |
| 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 | $1,797,000 | 143 |
| Number of Managed Accounts | $1,702,000 | 125 |
| Number of Non-Managed Accounts | $95,000 | 202 |
| Total fiduciary and related assets | $1,726,072,000 | 152 |
| Managed Assets ($) | $1,520,035,000 | 126 |
| Non-managed Assets ($) | $206,037,000 | 181 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,190,000 | 136 |
| 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 | $1,801,000 | 141 |
| Number of Managed Accounts | $1,704,000 | 123 |
| Number of Non-Managed Accounts | $97,000 | 194 |
| Total fiduciary and related assets | $1,561,709,000 | 150 |
| Managed Assets ($) | $1,375,511,000 | 128 |
| Non-managed Assets ($) | $186,198,000 | 174 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,771,000 | 134 |
| 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 | $1,787,000 | 149 |
| Number of Managed Accounts | $1,697,000 | 127 |
| Number of Non-Managed Accounts | $90,000 | 277 |
| Total fiduciary and related assets | $2,046,611,000 | 139 |
| Managed Assets ($) | $1,610,448,000 | 125 |
| Non-managed Assets ($) | $436,163,000 | 132 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,915,000 | 152 |
| 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 | $1,798,000 | 146 |
| Number of Managed Accounts | $1,707,000 | 123 |
| Number of Non-Managed Accounts | $91,000 | 193 |
| Total fiduciary and related assets | $1,996,285,000 | 139 |
| Managed Assets ($) | $1,561,038,000 | 124 |
| Non-managed Assets ($) | $435,247,000 | 132 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,811,000 | 168 |
| 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 | $1,824,000 | 146 |
| Number of Managed Accounts | $1,734,000 | 125 |
| Number of Non-Managed Accounts | $90,000 | 202 |
| Total fiduciary and related assets | $2,054,116,000 | 138 |
| Managed Assets ($) | $1,577,877,000 | 124 |
| Non-managed Assets ($) | $476,239,000 | 126 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,203,000 | 185 |
| 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 | $1,123,000 | 197 |
| Number of Managed Accounts | $1,062,000 | 173 |
| Number of Non-Managed Accounts | $61,000 | 244 |
| Total fiduciary and related assets | $914,935,000 | 206 |
| Managed Assets ($) | $787,068,000 | 184 |
| Non-managed Assets ($) | $127,867,000 | 216 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,286,000 | 214 |
| 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 | $1,134,000 | 198 |
| Number of Managed Accounts | $1,074,000 | 170 |
| Number of Non-Managed Accounts | $60,000 | 360 |
| Total fiduciary and related assets | $844,638,000 | 207 |
| Managed Assets ($) | $722,414,000 | 188 |
| Non-managed Assets ($) | $122,224,000 | 219 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,536,000 | 205 |
| 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 | $1,112,000 | 196 |
| Number of Managed Accounts | $1,054,000 | 170 |
| Number of Non-Managed Accounts | $58,000 | 243 |
| Total fiduciary and related assets | $908,817,000 | 208 |
| Managed Assets ($) | $775,430,000 | 185 |
| Non-managed Assets ($) | $133,387,000 | 215 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,103,000 | 206 |
| 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 | $1,126,000 | 194 |
| Number of Managed Accounts | $1,069,000 | 168 |
| Number of Non-Managed Accounts | $57,000 | 253 |
| Total fiduciary and related assets | $879,192,000 | 208 |
| Managed Assets ($) | $744,448,000 | 187 |
| Non-managed Assets ($) | $134,744,000 | 214 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,780,000 | 202 |
| 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 | $1,121,000 | 198 |
| Number of Managed Accounts | $1,063,000 | 168 |
| Number of Non-Managed Accounts | $58,000 | 252 |
| Total fiduciary and related assets | $908,020,000 | 208 |
| Managed Assets ($) | $759,418,000 | 182 |
| Non-managed Assets ($) | $148,602,000 | 209 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,345,000 | 210 |
| 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 | $1,382,000 | 173 |
| Number of Managed Accounts | $1,323,000 | 146 |
| Number of Non-Managed Accounts | $59,000 | 372 |
| Total fiduciary and related assets | $1,234,629,000 | 180 |
| Managed Assets ($) | $1,082,423,000 | 151 |
| Non-managed Assets ($) | $152,206,000 | 209 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,820,000 | 161 |
| 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 | $1,372,000 | 173 |
| Number of Managed Accounts | $1,314,000 | 147 |
| Number of Non-Managed Accounts | $58,000 | 250 |
| Total fiduciary and related assets | $1,169,370,000 | 185 |
| Managed Assets ($) | $1,047,343,000 | 150 |
| Non-managed Assets ($) | $122,027,000 | 224 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,808,000 | 158 |
| 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 | $1,381,000 | 168 |
| Number of Managed Accounts | $1,319,000 | 144 |
| Number of Non-Managed Accounts | $62,000 | 243 |
| Total fiduciary and related assets | $1,147,554,000 | 177 |
| Managed Assets ($) | $1,027,283,000 | 145 |
| Non-managed Assets ($) | $120,271,000 | 222 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,832,000 | 158 |
| 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 | $1,260,000 | 178 |
| Number of Managed Accounts | $1,197,000 | 151 |
| Number of Non-Managed Accounts | $63,000 | 241 |
| Total fiduciary and related assets | $1,120,351,000 | 181 |
| Managed Assets ($) | $999,589,000 | 146 |
| Non-managed Assets ($) | $120,762,000 | 220 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,937,000 | 154 |
| 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 | $1,266,000 | 180 |
| Number of Managed Accounts | $1,206,000 | 150 |
| Number of Non-Managed Accounts | $60,000 | 387 |
| Total fiduciary and related assets | $1,102,876,000 | 178 |
| Managed Assets ($) | $984,829,000 | 144 |
| Non-managed Assets ($) | $118,047,000 | 223 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,366,000 | 172 |
| 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 | $1,274,000 | 174 |
| Number of Managed Accounts | $1,213,000 | 151 |
| Number of Non-Managed Accounts | $61,000 | 253 |
| Total fiduciary and related assets | $1,088,003,000 | 178 |
| Managed Assets ($) | $976,492,000 | 146 |
| Non-managed Assets ($) | $111,511,000 | 221 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,477,000 | 176 |
| 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 | $1,283,000 | 177 |
| Number of Managed Accounts | $1,220,000 | 152 |
| Number of Non-Managed Accounts | $63,000 | 245 |
| Total fiduciary and related assets | $1,093,378,000 | 175 |
| Managed Assets ($) | $971,460,000 | 145 |
| Non-managed Assets ($) | $121,918,000 | 214 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,573,000 | 193 |
| 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 | $982,000 | 211 |
| Number of Managed Accounts | $920,000 | 181 |
| Number of Non-Managed Accounts | $62,000 | 248 |
| Total fiduciary and related assets | $702,199,000 | 223 |
| Managed Assets ($) | $582,496,000 | 208 |
| Non-managed Assets ($) | $119,703,000 | 210 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,187,000 | 202 |
| 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 | $1,012,000 | 215 |
| Number of Managed Accounts | $947,000 | 179 |
| Number of Non-Managed Accounts | $65,000 | 373 |
| Total fiduciary and related assets | $693,186,000 | 223 |
| Managed Assets ($) | $575,178,000 | 208 |
| Non-managed Assets ($) | $118,008,000 | 217 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,122,000 | 194 |
| 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 | $1,012,000 | 207 |
| Number of Managed Accounts | $945,000 | 178 |
| Number of Non-Managed Accounts | $67,000 | 236 |
| Total fiduciary and related assets | $701,593,000 | 220 |
| Managed Assets ($) | $563,599,000 | 203 |
| Non-managed Assets ($) | $137,994,000 | 199 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,808,000 | 197 |
| 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 | $1,010,000 | 209 |
| Number of Managed Accounts | $939,000 | 177 |
| Number of Non-Managed Accounts | $71,000 | 234 |
| Total fiduciary and related assets | $702,626,000 | 228 |
| Managed Assets ($) | $560,612,000 | 213 |
| Non-managed Assets ($) | $142,014,000 | 198 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,543,000 | 199 |
| 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 | $1,047,000 | 201 |
| Number of Managed Accounts | $973,000 | 170 |
| Number of Non-Managed Accounts | $74,000 | 230 |
| Total fiduciary and related assets | $713,009,000 | 226 |
| Managed Assets ($) | $575,210,000 | 208 |
| Non-managed Assets ($) | $137,799,000 | 202 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,274,000 | 202 |
| 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 | $1,049,000 | 209 |
| Number of Managed Accounts | $977,000 | 169 |
| Number of Non-Managed Accounts | $72,000 | 368 |
| Total fiduciary and related assets | $713,568,000 | 222 |
| Managed Assets ($) | $585,679,000 | 203 |
| Non-managed Assets ($) | $127,889,000 | 204 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,359,000 | 187 |
| 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 | $1,075,000 | 199 |
| Number of Managed Accounts | $1,009,000 | 165 |
| Number of Non-Managed Accounts | $66,000 | 248 |
| Total fiduciary and related assets | $727,544,000 | 220 |
| Managed Assets ($) | $600,927,000 | 195 |
| Non-managed Assets ($) | $126,617,000 | 202 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,156,000 | 183 |
| 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 | $1,093,000 | 197 |
| Number of Managed Accounts | $1,036,000 | 163 |
| Number of Non-Managed Accounts | $57,000 | 256 |
| Total fiduciary and related assets | $750,918,000 | 208 |
| Managed Assets ($) | $604,320,000 | 192 |
| Non-managed Assets ($) | $146,598,000 | 197 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,894,000 | 177 |
| 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 | $427,000 | 333 |
| Number of Managed Accounts | $402,000 | 297 |
| Number of Non-Managed Accounts | $25,000 | 319 |
| Total fiduciary and related assets | $303,149,000 | 351 |
| Managed Assets ($) | $233,750,000 | 332 |
| Non-managed Assets ($) | $69,399,000 | 256 |
| Memoranda | ||
| Gross Fiduciary activities income | $382,000 | 383 |
| 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 | $425,000 | 394 |
| Number of Managed Accounts | $400,000 | 321 |
| Number of Non-Managed Accounts | $25,000 | 629 |
| Total fiduciary and related assets | $303,510,000 | 350 |
| Managed Assets ($) | $235,480,000 | 332 |
| Non-managed Assets ($) | $68,030,000 | 284 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,481,000 | 380 |
| 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 | $428,000 | 324 |
| Number of Managed Accounts | $404,000 | 284 |
| Number of Non-Managed Accounts | $24,000 | 313 |
| Total fiduciary and related assets | $295,508,000 | 343 |
| Managed Assets ($) | $229,906,000 | 318 |
| Non-managed Assets ($) | $65,602,000 | 256 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,077,000 | 385 |
| 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 | $434,000 | 323 |
| Number of Managed Accounts | $423,000 | 278 |
| Number of Non-Managed Accounts | $11,000 | 345 |
| Total fiduciary and related assets | $310,067,000 | 335 |
| Managed Assets ($) | $226,563,000 | 313 |
| Non-managed Assets ($) | $83,504,000 | 238 |
| Memoranda | ||
| Gross Fiduciary activities income | $703,000 | 390 |
| 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 | $427,000 | 324 |
| Number of Managed Accounts | $415,000 | 279 |
| Number of Non-Managed Accounts | $12,000 | 347 |
| Total fiduciary and related assets | $282,921,000 | 345 |
| Managed Assets ($) | $217,394,000 | 315 |
| Non-managed Assets ($) | $65,527,000 | 261 |
| Memoranda | ||
| Gross Fiduciary activities income | $351,000 | 388 |
| 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 | $423,000 | 399 |
| Number of Managed Accounts | $412,000 | 311 |
| Number of Non-Managed Accounts | $11,000 | 824 |
| Total fiduciary and related assets | $269,380,000 | 355 |
| Managed Assets ($) | $208,715,000 | 330 |
| Non-managed Assets ($) | $60,665,000 | 303 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,316,000 | 387 |
| 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 | $423,000 | 320 |
| Number of Managed Accounts | $410,000 | 278 |
| Number of Non-Managed Accounts | $13,000 | 328 |
| Total fiduciary and related assets | $254,754,000 | 349 |
| Managed Assets ($) | $193,765,000 | 319 |
| Non-managed Assets ($) | $60,989,000 | 254 |
| Memoranda | ||
| Gross Fiduciary activities income | $976,000 | 387 |
| 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 | $420,000 | 319 |
| Number of Managed Accounts | $406,000 | 277 |
| Number of Non-Managed Accounts | $14,000 | 328 |
| Total fiduciary and related assets | $249,680,000 | 350 |
| Managed Assets ($) | $189,329,000 | 317 |
| Non-managed Assets ($) | $60,351,000 | 254 |
| Memoranda | ||
| Gross Fiduciary activities income | $645,000 | 391 |
| 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 | $414,000 | 320 |
| Number of Managed Accounts | $399,000 | 278 |
| Number of Non-Managed Accounts | $15,000 | 323 |
| Total fiduciary and related assets | $251,648,000 | 349 |
| Managed Assets ($) | $193,616,000 | 318 |
| Non-managed Assets ($) | $58,032,000 | 252 |
| Memoranda | ||
| Gross Fiduciary activities income | $345,000 | 375 |
| 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 | $406,000 | 410 |
| Number of Managed Accounts | $389,000 | 330 |
| Number of Non-Managed Accounts | $17,000 | 747 |
| Total fiduciary and related assets | $259,296,000 | 346 |
| Managed Assets ($) | $188,406,000 | 334 |
| Non-managed Assets ($) | $70,890,000 | 264 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,230,000 | 355 |
| 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 | $426,000 | 319 |
| Number of Managed Accounts | $408,000 | 279 |
| Number of Non-Managed Accounts | $18,000 | 331 |
| Total fiduciary and related assets | $259,635,000 | 334 |
| Managed Assets ($) | $175,463,000 | 317 |
| Non-managed Assets ($) | $84,172,000 | 215 |
| Memoranda | ||
| Gross Fiduciary activities income | $923,000 | 350 |
| 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 | $424,000 | 321 |
| Number of Managed Accounts | $411,000 | 277 |
| Number of Non-Managed Accounts | $13,000 | 349 |
| Total fiduciary and related assets | $242,095,000 | 351 |
| Managed Assets ($) | $187,865,000 | 321 |
| Non-managed Assets ($) | $54,230,000 | 254 |
| Memoranda | ||
| Gross Fiduciary activities income | $626,000 | 356 |
| 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 | $417,000 | 330 |
| Number of Managed Accounts | $402,000 | 286 |
| Number of Non-Managed Accounts | $15,000 | 344 |
| Total fiduciary and related assets | $209,372,000 | 362 |
| Managed Assets ($) | $201,378,000 | 321 |
| Non-managed Assets ($) | $7,994,000 | 347 |
| Memoranda | ||
| Gross Fiduciary activities income | $320,000 | 354 |
| 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 | $428,000 | 408 |
| Number of Managed Accounts | $413,000 | 325 |
| Number of Non-Managed Accounts | $15,000 | 805 |
| Total fiduciary and related assets | $199,110,000 | 405 |
| Managed Assets ($) | $192,650,000 | 342 |
| Non-managed Assets ($) | $6,460,000 | 701 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,189,000 | 357 |
| 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 | $0 | 412 |
| Number of Managed Accounts | $0 | 393 |
| Number of Non-Managed Accounts | $0 | 391 |
| Total fiduciary and related assets | $0 | 411 |
| Managed Assets ($) | $0 | 394 |
| Non-managed Assets ($) | $0 | 389 |
| Memoranda | ||
| Gross Fiduciary activities income | $860,000 | 366 |
| 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 | $0 | 414 |
| Number of Managed Accounts | $0 | 393 |
| Number of Non-Managed Accounts | $0 | 394 |
| Total fiduciary and related assets | $0 | 413 |
| Managed Assets ($) | $0 | 394 |
| Non-managed Assets ($) | $0 | 392 |
| Memoranda | ||
| Gross Fiduciary activities income | $527,000 | 386 |
| 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 | $0 | 421 |
| Number of Managed Accounts | $0 | 397 |
| Number of Non-Managed Accounts | $0 | 401 |
| Total fiduciary and related assets | $0 | 419 |
| Managed Assets ($) | $0 | 397 |
| Non-managed Assets ($) | $0 | 399 |
| Memoranda | ||
| Gross Fiduciary activities income | $215,000 | 440 |
| 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 | $275,000 | 532 |
| Number of Managed Accounts | $266,000 | 417 |
| Number of Non-Managed Accounts | $9,000 | 925 |
| Total fiduciary and related assets | $190,020,000 | 408 |
| Managed Assets ($) | $183,942,000 | 335 |
| Non-managed Assets ($) | $6,078,000 | 707 |
| 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 | $286,000 | 339 |
| Number of Managed Accounts | $273,000 | 299 |
| Number of Non-Managed Accounts | $13,000 | 338 |
| Total fiduciary and related assets | $185,271,000 | 344 |
| Managed Assets ($) | $178,872,000 | 304 |
| Non-managed Assets ($) | $6,399,000 | 344 |
| 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 | $284,000 | 345 |
| Number of Managed Accounts | $272,000 | 307 |
| Number of Non-Managed Accounts | $12,000 | 352 |
| Total fiduciary and related assets | $176,545,000 | 348 |
| Managed Assets ($) | $170,175,000 | 313 |
| Non-managed Assets ($) | $6,370,000 | 347 |
| 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 | $284,000 | 346 |
| Number of Managed Accounts | $272,000 | 308 |
| Number of Non-Managed Accounts | $12,000 | 346 |
| Total fiduciary and related assets | $168,081,000 | 351 |
| Managed Assets ($) | $161,871,000 | 313 |
| Non-managed Assets ($) | $6,210,000 | 343 |
| 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 | $285,000 | 528 |
| Number of Managed Accounts | $275,000 | 418 |
| Number of Non-Managed Accounts | $10,000 | 911 |
| Total fiduciary and related assets | $176,740,000 | 411 |
| Managed Assets ($) | $170,469,000 | 345 |
| Non-managed Assets ($) | $6,271,000 | 683 |
| 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 | $312,000 | 361 |
| Number of Managed Accounts | $301,000 | 314 |
| Number of Non-Managed Accounts | $11,000 | 369 |
| Total fiduciary and related assets | $193,851,000 | 372 |
| Managed Assets ($) | $186,384,000 | 321 |
| Non-managed Assets ($) | $7,467,000 | 363 |
| 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 | $298,000 | 369 |
| Number of Managed Accounts | $288,000 | 322 |
| Number of Non-Managed Accounts | $10,000 | 378 |
| Total fiduciary and related assets | $212,127,000 | 375 |
| Managed Assets ($) | $204,069,000 | 322 |
| Non-managed Assets ($) | $8,058,000 | 365 |
| 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 | $287,000 | 374 |
| Number of Managed Accounts | $277,000 | 326 |
| Number of Non-Managed Accounts | $10,000 | 382 |
| Total fiduciary and related assets | $221,511,000 | 386 |
| Managed Assets ($) | $213,208,000 | 333 |
| Non-managed Assets ($) | $8,303,000 | 371 |
| 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 | $291,000 | 526 |
| Number of Managed Accounts | $282,000 | 410 |
| Number of Non-Managed Accounts | $9,000 | 950 |
| Total fiduciary and related assets | $227,982,000 | 407 |
| Managed Assets ($) | $219,116,000 | 343 |
| Non-managed Assets ($) | $8,866,000 | 675 |
| 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 | $282,000 | 356 |
| Number of Managed Accounts | $278,000 | 315 |
| Number of Non-Managed Accounts | $4,000 | 391 |
| Total fiduciary and related assets | $228,238,000 | 362 |
| Managed Assets ($) | $225,228,000 | 320 |
| Non-managed Assets ($) | $3,010,000 | 384 |
| 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 | $294,000 | 362 |
| Number of Managed Accounts | $289,000 | 318 |
| Number of Non-Managed Accounts | $5,000 | 391 |
| Total fiduciary and related assets | $263,237,000 | 356 |
| Managed Assets ($) | $260,332,000 | 297 |
| Non-managed Assets ($) | $2,905,000 | 391 |
| 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 | $280,000 | 362 |
| Number of Managed Accounts | $277,000 | 320 |
| Number of Non-Managed Accounts | $3,000 | 403 |
| Total fiduciary and related assets | $204,462,000 | 378 |
| Managed Assets ($) | $202,544,000 | 336 |
| Non-managed Assets ($) | $1,918,000 | 399 |
| 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 | $264,000 | 561 |
| Number of Managed Accounts | $261,000 | 433 |
| Number of Non-Managed Accounts | $3,000 | 1,121 |
| Total fiduciary and related assets | $195,752,000 | 429 |
| Managed Assets ($) | $193,810,000 | 363 |
| Non-managed Assets ($) | $1,942,000 | 929 |
| 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 | $287,000 | 357 |
| Number of Managed Accounts | $283,000 | 311 |
| Number of Non-Managed Accounts | $4,000 | 385 |
| Total fiduciary and related assets | $143,002,000 | 373 |
| Managed Assets ($) | $141,119,000 | 333 |
| Non-managed Assets ($) | $1,883,000 | 385 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $273,000 | 364 |
| Number of Managed Accounts | $269,000 | 321 |
| Number of Non-Managed Accounts | $4,000 | 388 |
| Total fiduciary and related assets | $133,285,000 | 383 |
| Managed Assets ($) | $131,478,000 | 343 |
| Non-managed Assets ($) | $1,807,000 | 391 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $259,000 | 372 |
| Number of Managed Accounts | $255,000 | 333 |
| Number of Non-Managed Accounts | $4,000 | 395 |
| Total fiduciary and related assets | $130,842,000 | 389 |
| Managed Assets ($) | $129,016,000 | 350 |
| Non-managed Assets ($) | $1,826,000 | 398 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $248,000 | 600 |
| Number of Managed Accounts | $246,000 | 473 |
| Number of Non-Managed Accounts | $2,000 | 1,215 |
| Total fiduciary and related assets | $124,647,000 | 533 |
| Managed Assets ($) | $124,419,000 | 429 |
| Non-managed Assets ($) | $228,000 | 1,233 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $236,000 | 367 |
| Number of Managed Accounts | $234,000 | 330 |
| Number of Non-Managed Accounts | $2,000 | 398 |
| Total fiduciary and related assets | $117,345,000 | 383 |
| Managed Assets ($) | $117,129,000 | 342 |
| Non-managed Assets ($) | $216,000 | 405 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $230,000 | 383 |
| Number of Managed Accounts | $228,000 | 340 |
| Number of Non-Managed Accounts | $2,000 | 418 |
| Total fiduciary and related assets | $113,614,000 | 400 |
| Managed Assets ($) | $113,402,000 | 358 |
| Non-managed Assets ($) | $212,000 | 419 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $223,000 | 387 |
| Number of Managed Accounts | $217,000 | 348 |
| Number of Non-Managed Accounts | $6,000 | 402 |
| Total fiduciary and related assets | $108,527,000 | 402 |
| Managed Assets ($) | $108,319,000 | 358 |
| Non-managed Assets ($) | $208,000 | 422 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $185,000 | 712 |
| Number of Managed Accounts | $181,000 | 556 |
| Number of Non-Managed Accounts | $4,000 | 1,139 |
| Total fiduciary and related assets | $110,484,000 | 551 |
| Managed Assets ($) | $110,097,000 | 458 |
| Non-managed Assets ($) | $387,000 | 1,175 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $169,000 | 387 |
| Number of Managed Accounts | $166,000 | 347 |
| Number of Non-Managed Accounts | $3,000 | 401 |
| Total fiduciary and related assets | $114,535,000 | 386 |
| Managed Assets ($) | $98,971,000 | 351 |
| Non-managed Assets ($) | $15,564,000 | 340 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $143,000 | 403 |
| Number of Managed Accounts | $139,000 | 359 |
| Number of Non-Managed Accounts | $4,000 | 405 |
| Total fiduciary and related assets | $98,658,000 | 399 |
| Managed Assets ($) | $82,473,000 | 360 |
| Non-managed Assets ($) | $16,185,000 | 351 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $124,000 | 415 |
| Number of Managed Accounts | $120,000 | 374 |
| Number of Non-Managed Accounts | $4,000 | 410 |
| Total fiduciary and related assets | $97,144,000 | 405 |
| Managed Assets ($) | $79,130,000 | 367 |
| Non-managed Assets ($) | $18,014,000 | 348 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $117,000 | 887 |
| Number of Managed Accounts | $115,000 | 727 |
| Number of Non-Managed Accounts | $2,000 | 1,245 |
| Total fiduciary and related assets | $91,779,000 | 597 |
| Managed Assets ($) | $77,097,000 | 527 |
| Non-managed Assets ($) | $14,682,000 | 592 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $97,000 | 426 |
| Number of Managed Accounts | $96,000 | 391 |
| Number of Non-Managed Accounts | $1,000 | 434 |
| Total fiduciary and related assets | $58,829,000 | 420 |
| Managed Assets ($) | $58,654,000 | 380 |
| Non-managed Assets ($) | $175,000 | 437 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $80,000 | 433 |
| Number of Managed Accounts | $79,000 | 397 |
| Number of Non-Managed Accounts | $1,000 | 440 |
| Total fiduciary and related assets | $47,043,000 | 427 |
| Managed Assets ($) | $46,873,000 | 389 |
| Non-managed Assets ($) | $170,000 | 441 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $76,000 | 447 |
| Number of Managed Accounts | $75,000 | 412 |
| Number of Non-Managed Accounts | $1,000 | 449 |
| Total fiduciary and related assets | $44,668,000 | 437 |
| Managed Assets ($) | $44,531,000 | 403 |
| Non-managed Assets ($) | $137,000 | 451 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $72,000 | 1,079 |
| Number of Managed Accounts | $71,000 | 898 |
| Number of Non-Managed Accounts | $1,000 | 1,350 |
| Total fiduciary and related assets | $39,534,000 | 848 |
| Managed Assets ($) | $39,383,000 | 724 |
| Non-managed Assets ($) | $151,000 | 1,343 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2001-12-31 | 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 | 1,869 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1,865 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2000-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1999-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1998-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1997-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |