Home > Baker-Boyer National Bank > Fiduciary and Related Services
Baker-Boyer National 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 | $1,936,000 | 144 |
| Number of Managed Accounts | $1,881,000 | 114 |
| Number of Non-Managed Accounts | $55,000 | 362 |
| Total fiduciary and related assets | $1,476,770,000 | 209 |
| Managed Assets ($) | $1,278,053,000 | 182 |
| Non-managed Assets ($) | $198,717,000 | 217 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,347,000 | 159 |
| 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 | $1,957,000 | 139 |
| Number of Managed Accounts | $1,902,000 | 112 |
| Number of Non-Managed Accounts | $55,000 | 245 |
| Total fiduciary and related assets | $1,391,623,000 | 209 |
| Managed Assets ($) | $1,209,285,000 | 180 |
| Non-managed Assets ($) | $182,338,000 | 200 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,324,000 | 157 |
| 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 | $1,969,000 | 139 |
| Number of Managed Accounts | $1,913,000 | 112 |
| Number of Non-Managed Accounts | $56,000 | 270 |
| Total fiduciary and related assets | $1,435,964,000 | 203 |
| Managed Assets ($) | $1,247,006,000 | 179 |
| Non-managed Assets ($) | $188,958,000 | 212 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,411,000 | 158 |
| 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 | $1,979,000 | 147 |
| Number of Managed Accounts | $1,921,000 | 118 |
| Number of Non-Managed Accounts | $58,000 | 250 |
| Total fiduciary and related assets | $1,452,565,000 | 210 |
| Managed Assets ($) | $1,267,936,000 | 183 |
| Non-managed Assets ($) | $184,629,000 | 208 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,677,000 | 166 |
| 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 | $1,959,000 | 150 |
| Number of Managed Accounts | $1,899,000 | 119 |
| Number of Non-Managed Accounts | $60,000 | 359 |
| Total fiduciary and related assets | $1,386,450,000 | 214 |
| Managed Assets ($) | $1,206,734,000 | 187 |
| Non-managed Assets ($) | $179,716,000 | 229 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,315,000 | 165 |
| 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 | $1,959,000 | 147 |
| Number of Managed Accounts | $1,892,000 | 118 |
| Number of Non-Managed Accounts | $67,000 | 234 |
| Total fiduciary and related assets | $1,292,247,000 | 212 |
| Managed Assets ($) | $1,122,393,000 | 187 |
| Non-managed Assets ($) | $169,854,000 | 213 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,435,000 | 167 |
| 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 | $1,962,000 | 131 |
| Number of Managed Accounts | $1,894,000 | 109 |
| Number of Non-Managed Accounts | $68,000 | 229 |
| Total fiduciary and related assets | $1,363,071,000 | 177 |
| Managed Assets ($) | $1,185,974,000 | 157 |
| Non-managed Assets ($) | $177,097,000 | 196 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,804,000 | 137 |
| 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 | $1,966,000 | 131 |
| Number of Managed Accounts | $1,902,000 | 111 |
| Number of Non-Managed Accounts | $64,000 | 215 |
| Total fiduciary and related assets | $1,560,669,000 | 174 |
| Managed Assets ($) | $1,361,399,000 | 156 |
| Non-managed Assets ($) | $199,270,000 | 181 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,986,000 | 137 |
| 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 | $1,958,000 | 133 |
| Number of Managed Accounts | $1,894,000 | 109 |
| Number of Non-Managed Accounts | $64,000 | 317 |
| Total fiduciary and related assets | $1,604,241,000 | 178 |
| Managed Assets ($) | $1,395,622,000 | 160 |
| Non-managed Assets ($) | $208,619,000 | 195 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,511,000 | 140 |
| 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 | $1,889,000 | 137 |
| Number of Managed Accounts | $1,824,000 | 115 |
| Number of Non-Managed Accounts | $65,000 | 216 |
| Total fiduciary and related assets | $1,546,791,000 | 179 |
| Managed Assets ($) | $1,333,059,000 | 163 |
| Non-managed Assets ($) | $213,732,000 | 179 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,922,000 | 148 |
| 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 | $1,750,000 | 147 |
| Number of Managed Accounts | $1,684,000 | 131 |
| Number of Non-Managed Accounts | $66,000 | 232 |
| Total fiduciary and related assets | $1,508,708,000 | 180 |
| Managed Assets ($) | $1,299,263,000 | 164 |
| Non-managed Assets ($) | $209,445,000 | 193 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,017,000 | 153 |
| 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 | $1,382,000 | 168 |
| Number of Managed Accounts | $1,323,000 | 145 |
| Number of Non-Managed Accounts | $59,000 | 232 |
| Total fiduciary and related assets | $1,369,070,000 | 188 |
| Managed Assets ($) | $1,169,156,000 | 167 |
| Non-managed Assets ($) | $199,914,000 | 183 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,424,000 | 155 |
| 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 | $1,233,000 | 191 |
| Number of Managed Accounts | $1,174,000 | 162 |
| Number of Non-Managed Accounts | $59,000 | 347 |
| Total fiduciary and related assets | $1,301,244,000 | 194 |
| Managed Assets ($) | $1,109,861,000 | 170 |
| Non-managed Assets ($) | $191,383,000 | 195 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,334,000 | 150 |
| 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 | $1,223,000 | 186 |
| Number of Managed Accounts | $1,165,000 | 159 |
| Number of Non-Managed Accounts | $58,000 | 233 |
| Total fiduciary and related assets | $1,212,740,000 | 191 |
| Managed Assets ($) | $1,019,528,000 | 169 |
| Non-managed Assets ($) | $193,212,000 | 178 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,632,000 | 153 |
| 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 | $1,219,000 | 189 |
| Number of Managed Accounts | $1,164,000 | 162 |
| Number of Non-Managed Accounts | $55,000 | 252 |
| Total fiduciary and related assets | $1,154,749,000 | 195 |
| Managed Assets ($) | $971,151,000 | 169 |
| Non-managed Assets ($) | $183,598,000 | 186 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,378,000 | 150 |
| 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 | $1,223,000 | 184 |
| Number of Managed Accounts | $1,166,000 | 159 |
| Number of Non-Managed Accounts | $57,000 | 233 |
| Total fiduciary and related assets | $1,051,947,000 | 192 |
| Managed Assets ($) | $884,861,000 | 167 |
| Non-managed Assets ($) | $167,086,000 | 181 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,294,000 | 152 |
| 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 | $1,216,000 | 192 |
| Number of Managed Accounts | $1,159,000 | 163 |
| Number of Non-Managed Accounts | $57,000 | 371 |
| Total fiduciary and related assets | $1,226,318,000 | 190 |
| Managed Assets ($) | $1,033,921,000 | 167 |
| Non-managed Assets ($) | $192,397,000 | 186 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,308,000 | 148 |
| 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 | $1,201,000 | 185 |
| Number of Managed Accounts | $1,152,000 | 158 |
| Number of Non-Managed Accounts | $49,000 | 247 |
| Total fiduciary and related assets | $1,176,232,000 | 191 |
| Managed Assets ($) | $998,699,000 | 165 |
| Non-managed Assets ($) | $177,533,000 | 184 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,473,000 | 154 |
| 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 | $1,179,000 | 189 |
| Number of Managed Accounts | $1,136,000 | 162 |
| Number of Non-Managed Accounts | $43,000 | 272 |
| Total fiduciary and related assets | $1,146,140,000 | 192 |
| Managed Assets ($) | $971,121,000 | 164 |
| Non-managed Assets ($) | $175,019,000 | 190 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,253,000 | 152 |
| 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 | $1,161,000 | 188 |
| Number of Managed Accounts | $1,116,000 | 165 |
| Number of Non-Managed Accounts | $45,000 | 275 |
| Total fiduciary and related assets | $1,127,660,000 | 193 |
| Managed Assets ($) | $954,598,000 | 165 |
| Non-managed Assets ($) | $173,062,000 | 190 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,090,000 | 153 |
| 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 | $1,121,000 | 200 |
| Number of Managed Accounts | $1,075,000 | 169 |
| Number of Non-Managed Accounts | $46,000 | 426 |
| Total fiduciary and related assets | $1,045,815,000 | 196 |
| Managed Assets ($) | $887,009,000 | 165 |
| Non-managed Assets ($) | $158,806,000 | 195 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,773,000 | 152 |
| 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 | $1,074,000 | 203 |
| Number of Managed Accounts | $1,026,000 | 174 |
| Number of Non-Managed Accounts | $48,000 | 268 |
| Total fiduciary and related assets | $1,136,302,000 | 194 |
| Managed Assets ($) | $954,384,000 | 164 |
| Non-managed Assets ($) | $181,918,000 | 186 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,312,000 | 154 |
| 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 | $1,069,000 | 205 |
| Number of Managed Accounts | $1,021,000 | 179 |
| Number of Non-Managed Accounts | $48,000 | 268 |
| Total fiduciary and related assets | $1,108,956,000 | 191 |
| Managed Assets ($) | $932,553,000 | 164 |
| Non-managed Assets ($) | $176,403,000 | 190 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,175,000 | 156 |
| 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 | $1,057,000 | 210 |
| Number of Managed Accounts | $1,007,000 | 177 |
| Number of Non-Managed Accounts | $50,000 | 269 |
| Total fiduciary and related assets | $1,120,655,000 | 187 |
| Managed Assets ($) | $933,952,000 | 162 |
| Non-managed Assets ($) | $186,703,000 | 188 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,088,000 | 160 |
| 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 | $1,040,000 | 224 |
| Number of Managed Accounts | $991,000 | 181 |
| Number of Non-Managed Accounts | $49,000 | 425 |
| Total fiduciary and related assets | $1,099,328,000 | 194 |
| Managed Assets ($) | $917,565,000 | 166 |
| Non-managed Assets ($) | $181,763,000 | 188 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,382,000 | 152 |
| 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 | $1,034,000 | 214 |
| Number of Managed Accounts | $981,000 | 179 |
| Number of Non-Managed Accounts | $53,000 | 258 |
| Total fiduciary and related assets | $1,075,924,000 | 194 |
| Managed Assets ($) | $897,953,000 | 167 |
| Non-managed Assets ($) | $177,971,000 | 193 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,756,000 | 159 |
| 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 | $1,051,000 | 209 |
| Number of Managed Accounts | $1,002,000 | 173 |
| Number of Non-Managed Accounts | $49,000 | 264 |
| Total fiduciary and related assets | $1,031,491,000 | 192 |
| Managed Assets ($) | $862,528,000 | 164 |
| Non-managed Assets ($) | $168,963,000 | 195 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,800,000 | 159 |
| 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 | $1,044,000 | 208 |
| Number of Managed Accounts | $994,000 | 173 |
| Number of Non-Managed Accounts | $50,000 | 263 |
| Total fiduciary and related assets | $1,026,979,000 | 189 |
| Managed Assets ($) | $861,874,000 | 165 |
| Non-managed Assets ($) | $165,105,000 | 192 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,915,000 | 156 |
| 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 | $1,048,000 | 208 |
| Number of Managed Accounts | $992,000 | 171 |
| Number of Non-Managed Accounts | $56,000 | 403 |
| Total fiduciary and related assets | $1,000,410,000 | 188 |
| Managed Assets ($) | $844,389,000 | 164 |
| Non-managed Assets ($) | $156,021,000 | 202 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,653,000 | 152 |
| 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 | $1,050,000 | 203 |
| Number of Managed Accounts | $994,000 | 168 |
| Number of Non-Managed Accounts | $56,000 | 262 |
| Total fiduciary and related assets | $993,504,000 | 190 |
| Managed Assets ($) | $842,738,000 | 163 |
| Non-managed Assets ($) | $150,766,000 | 199 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,304,000 | 156 |
| 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 | $1,038,000 | 208 |
| Number of Managed Accounts | $982,000 | 172 |
| Number of Non-Managed Accounts | $56,000 | 264 |
| Total fiduciary and related assets | $940,678,000 | 198 |
| Managed Assets ($) | $793,289,000 | 166 |
| Non-managed Assets ($) | $147,389,000 | 199 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,468,000 | 159 |
| 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 | $1,040,000 | 202 |
| Number of Managed Accounts | $982,000 | 173 |
| Number of Non-Managed Accounts | $58,000 | 258 |
| Total fiduciary and related assets | $932,491,000 | 195 |
| Managed Assets ($) | $782,881,000 | 167 |
| Non-managed Assets ($) | $149,610,000 | 194 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,697,000 | 161 |
| 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 | $1,024,000 | 212 |
| Number of Managed Accounts | $969,000 | 176 |
| Number of Non-Managed Accounts | $55,000 | 416 |
| Total fiduciary and related assets | $934,688,000 | 196 |
| Managed Assets ($) | $786,126,000 | 164 |
| Non-managed Assets ($) | $148,562,000 | 197 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,293,000 | 156 |
| 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 | $1,008,000 | 209 |
| Number of Managed Accounts | $953,000 | 175 |
| Number of Non-Managed Accounts | $55,000 | 258 |
| Total fiduciary and related assets | $901,928,000 | 198 |
| Managed Assets ($) | $757,156,000 | 165 |
| Non-managed Assets ($) | $144,772,000 | 196 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,130,000 | 164 |
| 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 | $1,000,000 | 212 |
| Number of Managed Accounts | $945,000 | 176 |
| Number of Non-Managed Accounts | $55,000 | 261 |
| Total fiduciary and related assets | $973,544,000 | 195 |
| Managed Assets ($) | $814,135,000 | 164 |
| Non-managed Assets ($) | $159,409,000 | 189 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,398,000 | 166 |
| 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 | $993,000 | 211 |
| Number of Managed Accounts | $937,000 | 173 |
| Number of Non-Managed Accounts | $56,000 | 263 |
| Total fiduciary and related assets | $986,594,000 | 193 |
| Managed Assets ($) | $828,504,000 | 161 |
| Non-managed Assets ($) | $158,090,000 | 192 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,624,000 | 172 |
| 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 | $970,000 | 222 |
| Number of Managed Accounts | $912,000 | 178 |
| Number of Non-Managed Accounts | $58,000 | 418 |
| Total fiduciary and related assets | $960,210,000 | 194 |
| Managed Assets ($) | $811,489,000 | 162 |
| Non-managed Assets ($) | $148,721,000 | 193 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,188,000 | 157 |
| 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 | $961,000 | 217 |
| Number of Managed Accounts | $902,000 | 180 |
| Number of Non-Managed Accounts | $59,000 | 257 |
| Total fiduciary and related assets | $936,402,000 | 191 |
| Managed Assets ($) | $791,413,000 | 160 |
| Non-managed Assets ($) | $144,989,000 | 193 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,930,000 | 161 |
| 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 | $957,000 | 218 |
| Number of Managed Accounts | $897,000 | 179 |
| Number of Non-Managed Accounts | $60,000 | 253 |
| Total fiduciary and related assets | $967,744,000 | 182 |
| Managed Assets ($) | $818,786,000 | 157 |
| Non-managed Assets ($) | $148,958,000 | 196 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,174,000 | 160 |
| 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 | $938,000 | 223 |
| Number of Managed Accounts | $877,000 | 184 |
| Number of Non-Managed Accounts | $61,000 | 251 |
| Total fiduciary and related assets | $905,305,000 | 187 |
| Managed Assets ($) | $761,646,000 | 161 |
| Non-managed Assets ($) | $143,659,000 | 200 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,550,000 | 163 |
| 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 | $922,000 | 233 |
| Number of Managed Accounts | $863,000 | 187 |
| Number of Non-Managed Accounts | $59,000 | 428 |
| Total fiduciary and related assets | $871,737,000 | 191 |
| Managed Assets ($) | $737,796,000 | 163 |
| Non-managed Assets ($) | $133,941,000 | 209 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,746,000 | 151 |
| 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 | $917,000 | 221 |
| Number of Managed Accounts | $855,000 | 177 |
| Number of Non-Managed Accounts | $62,000 | 246 |
| Total fiduciary and related assets | $836,306,000 | 190 |
| Managed Assets ($) | $704,882,000 | 164 |
| Non-managed Assets ($) | $131,424,000 | 199 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,777,000 | 152 |
| 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 | $920,000 | 217 |
| Number of Managed Accounts | $865,000 | 175 |
| Number of Non-Managed Accounts | $55,000 | 262 |
| Total fiduciary and related assets | $803,660,000 | 187 |
| Managed Assets ($) | $686,282,000 | 162 |
| Non-managed Assets ($) | $117,378,000 | 206 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,256,000 | 152 |
| 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 | $914,000 | 220 |
| Number of Managed Accounts | $862,000 | 176 |
| Number of Non-Managed Accounts | $52,000 | 271 |
| Total fiduciary and related assets | $798,126,000 | 188 |
| Managed Assets ($) | $680,806,000 | 164 |
| Non-managed Assets ($) | $117,320,000 | 212 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,436,000 | 160 |
| 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 | $922,000 | 228 |
| Number of Managed Accounts | $866,000 | 178 |
| Number of Non-Managed Accounts | $56,000 | 454 |
| Total fiduciary and related assets | $771,987,000 | 189 |
| Managed Assets ($) | $654,881,000 | 164 |
| Non-managed Assets ($) | $117,106,000 | 224 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,907,000 | 155 |
| 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 | $920,000 | 213 |
| Number of Managed Accounts | $863,000 | 174 |
| Number of Non-Managed Accounts | $57,000 | 253 |
| Total fiduciary and related assets | $784,722,000 | 186 |
| Managed Assets ($) | $651,418,000 | 163 |
| Non-managed Assets ($) | $133,304,000 | 195 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,092,000 | 157 |
| 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 | $910,000 | 212 |
| Number of Managed Accounts | $855,000 | 172 |
| Number of Non-Managed Accounts | $55,000 | 253 |
| Total fiduciary and related assets | $735,866,000 | 187 |
| Managed Assets ($) | $626,673,000 | 157 |
| Non-managed Assets ($) | $109,193,000 | 206 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,722,000 | 160 |
| 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 | $904,000 | 214 |
| Number of Managed Accounts | $849,000 | 172 |
| Number of Non-Managed Accounts | $55,000 | 251 |
| Total fiduciary and related assets | $744,112,000 | 185 |
| Managed Assets ($) | $631,306,000 | 159 |
| Non-managed Assets ($) | $112,806,000 | 197 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,379,000 | 161 |
| 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 | $933,000 | 222 |
| Number of Managed Accounts | $845,000 | 175 |
| Number of Non-Managed Accounts | $88,000 | 343 |
| Total fiduciary and related assets | $703,082,000 | 188 |
| Managed Assets ($) | $596,858,000 | 159 |
| Non-managed Assets ($) | $106,224,000 | 219 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,614,000 | 136 |
| 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 | $901,000 | 218 |
| Number of Managed Accounts | $845,000 | 171 |
| Number of Non-Managed Accounts | $56,000 | 259 |
| Total fiduciary and related assets | $675,856,000 | 190 |
| Managed Assets ($) | $574,568,000 | 162 |
| Non-managed Assets ($) | $101,288,000 | 206 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,917,000 | 141 |
| 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 | $897,000 | 219 |
| Number of Managed Accounts | $838,000 | 171 |
| Number of Non-Managed Accounts | $59,000 | 255 |
| Total fiduciary and related assets | $707,643,000 | 192 |
| Managed Assets ($) | $598,723,000 | 165 |
| Non-managed Assets ($) | $108,920,000 | 209 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,623,000 | 141 |
| 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 | $897,000 | 218 |
| Number of Managed Accounts | $839,000 | 168 |
| Number of Non-Managed Accounts | $58,000 | 260 |
| Total fiduciary and related assets | $712,002,000 | 190 |
| Managed Assets ($) | $600,049,000 | 164 |
| Non-managed Assets ($) | $111,953,000 | 207 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,302,000 | 140 |
| 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 | $885,000 | 241 |
| Number of Managed Accounts | $854,000 | 172 |
| Number of Non-Managed Accounts | $31,000 | 634 |
| Total fiduciary and related assets | $686,570,000 | 196 |
| Managed Assets ($) | $653,284,000 | 155 |
| Non-managed Assets ($) | $33,286,000 | 394 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,118,000 | 143 |
| 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 | $896,000 | 219 |
| Number of Managed Accounts | $864,000 | 162 |
| Number of Non-Managed Accounts | $32,000 | 292 |
| Total fiduciary and related assets | $674,184,000 | 193 |
| Managed Assets ($) | $645,804,000 | 152 |
| Non-managed Assets ($) | $28,380,000 | 299 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,542,000 | 148 |
| 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 | $903,000 | 219 |
| Number of Managed Accounts | $869,000 | 161 |
| Number of Non-Managed Accounts | $34,000 | 293 |
| Total fiduciary and related assets | $626,437,000 | 194 |
| Managed Assets ($) | $596,284,000 | 153 |
| Non-managed Assets ($) | $30,153,000 | 291 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,315,000 | 150 |
| 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 | $899,000 | 216 |
| Number of Managed Accounts | $869,000 | 161 |
| Number of Non-Managed Accounts | $30,000 | 304 |
| Total fiduciary and related assets | $640,755,000 | 201 |
| Managed Assets ($) | $616,595,000 | 156 |
| Non-managed Assets ($) | $24,160,000 | 305 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,148,000 | 152 |
| 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 | $897,000 | 241 |
| Number of Managed Accounts | $866,000 | 172 |
| Number of Non-Managed Accounts | $31,000 | 661 |
| Total fiduciary and related assets | $607,494,000 | 207 |
| Managed Assets ($) | $585,020,000 | 164 |
| Non-managed Assets ($) | $22,474,000 | 475 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,779,000 | 148 |
| 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 | $904,000 | 222 |
| Number of Managed Accounts | $883,000 | 166 |
| Number of Non-Managed Accounts | $21,000 | 315 |
| Total fiduciary and related assets | $598,905,000 | 206 |
| Managed Assets ($) | $586,111,000 | 162 |
| Non-managed Assets ($) | $12,794,000 | 317 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,094,000 | 156 |
| 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 | $905,000 | 226 |
| Number of Managed Accounts | $884,000 | 168 |
| Number of Non-Managed Accounts | $21,000 | 319 |
| Total fiduciary and related assets | $543,127,000 | 218 |
| Managed Assets ($) | $530,651,000 | 167 |
| Non-managed Assets ($) | $12,476,000 | 318 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,000,000 | 160 |
| 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 | $913,000 | 224 |
| Number of Managed Accounts | $893,000 | 169 |
| Number of Non-Managed Accounts | $20,000 | 318 |
| Total fiduciary and related assets | $516,768,000 | 215 |
| Managed Assets ($) | $505,418,000 | 165 |
| Non-managed Assets ($) | $11,350,000 | 318 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,018,000 | 156 |
| 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 | $929,000 | 245 |
| Number of Managed Accounts | $909,000 | 173 |
| Number of Non-Managed Accounts | $20,000 | 765 |
| Total fiduciary and related assets | $518,601,000 | 221 |
| Managed Assets ($) | $503,751,000 | 171 |
| Non-managed Assets ($) | $14,850,000 | 531 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,812,000 | 155 |
| 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 | $944,000 | 223 |
| Number of Managed Accounts | $927,000 | 168 |
| Number of Non-Managed Accounts | $17,000 | 347 |
| Total fiduciary and related assets | $584,408,000 | 216 |
| Managed Assets ($) | $568,661,000 | 166 |
| Non-managed Assets ($) | $15,747,000 | 334 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,573,000 | 164 |
| 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 | $938,000 | 229 |
| Number of Managed Accounts | $920,000 | 172 |
| Number of Non-Managed Accounts | $18,000 | 349 |
| Total fiduciary and related assets | $622,274,000 | 219 |
| Managed Assets ($) | $606,961,000 | 168 |
| Non-managed Assets ($) | $15,313,000 | 340 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,428,000 | 163 |
| 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 | $922,000 | 233 |
| Number of Managed Accounts | $904,000 | 173 |
| Number of Non-Managed Accounts | $18,000 | 353 |
| Total fiduciary and related assets | $626,500,000 | 225 |
| Managed Assets ($) | $605,055,000 | 172 |
| Non-managed Assets ($) | $21,445,000 | 331 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,215,000 | 163 |
| 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 | $909,000 | 251 |
| Number of Managed Accounts | $890,000 | 179 |
| Number of Non-Managed Accounts | $19,000 | 783 |
| Total fiduciary and related assets | $650,895,000 | 223 |
| Managed Assets ($) | $624,599,000 | 169 |
| Non-managed Assets ($) | $26,296,000 | 457 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,052,000 | 157 |
| 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 | $909,000 | 226 |
| Number of Managed Accounts | $890,000 | 172 |
| Number of Non-Managed Accounts | $19,000 | 337 |
| Total fiduciary and related assets | $666,174,000 | 219 |
| Managed Assets ($) | $637,442,000 | 169 |
| Non-managed Assets ($) | $28,732,000 | 305 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,502,000 | 163 |
| 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 | $895,000 | 231 |
| Number of Managed Accounts | $876,000 | 173 |
| Number of Non-Managed Accounts | $19,000 | 347 |
| Total fiduciary and related assets | $637,315,000 | 231 |
| Managed Assets ($) | $608,888,000 | 183 |
| Non-managed Assets ($) | $28,427,000 | 315 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,294,000 | 172 |
| 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 | $883,000 | 233 |
| Number of Managed Accounts | $865,000 | 175 |
| Number of Non-Managed Accounts | $18,000 | 348 |
| Total fiduciary and related assets | $632,439,000 | 228 |
| Managed Assets ($) | $601,709,000 | 180 |
| Non-managed Assets ($) | $30,730,000 | 314 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,122,000 | 172 |
| 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 | $874,000 | 253 |
| Number of Managed Accounts | $856,000 | 183 |
| Number of Non-Managed Accounts | $18,000 | 820 |
| Total fiduciary and related assets | $604,914,000 | 233 |
| Managed Assets ($) | $573,288,000 | 185 |
| Non-managed Assets ($) | $31,626,000 | 437 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,410,000 | 169 |
| 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 | $868,000 | 236 |
| Number of Managed Accounts | $852,000 | 185 |
| Number of Non-Managed Accounts | $16,000 | 350 |
| Total fiduciary and related assets | $572,616,000 | 241 |
| Managed Assets ($) | $543,909,000 | 188 |
| Non-managed Assets ($) | $28,707,000 | 309 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,053,000 | 186 |
| 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 | $862,000 | 240 |
| Number of Managed Accounts | $846,000 | 190 |
| Number of Non-Managed Accounts | $16,000 | 354 |
| Total fiduciary and related assets | $556,222,000 | 249 |
| Managed Assets ($) | $526,644,000 | 194 |
| Non-managed Assets ($) | $29,578,000 | 314 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,019,000 | 191 |
| 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 | $854,000 | 242 |
| Number of Managed Accounts | $839,000 | 189 |
| Number of Non-Managed Accounts | $15,000 | 364 |
| Total fiduciary and related assets | $550,247,000 | 248 |
| Managed Assets ($) | $523,701,000 | 192 |
| Non-managed Assets ($) | $26,546,000 | 321 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,004,000 | 188 |
| 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 | $886,000 | 253 |
| Number of Managed Accounts | $871,000 | 187 |
| Number of Non-Managed Accounts | $15,000 | 900 |
| Total fiduciary and related assets | $539,341,000 | 247 |
| Managed Assets ($) | $514,447,000 | 196 |
| Non-managed Assets ($) | $24,894,000 | 468 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,154,000 | 178 |
| 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 | $926,000 | 215 |
| Number of Managed Accounts | $907,000 | 170 |
| Number of Non-Managed Accounts | $19,000 | 343 |
| Total fiduciary and related assets | $547,423,000 | 244 |
| Managed Assets ($) | $525,407,000 | 192 |
| Non-managed Assets ($) | $22,016,000 | 321 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,004,000 | 178 |
| 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 | $961,000 | 209 |
| Number of Managed Accounts | $941,000 | 163 |
| Number of Non-Managed Accounts | $20,000 | 358 |
| Total fiduciary and related assets | $551,164,000 | 236 |
| Managed Assets ($) | $528,005,000 | 196 |
| Non-managed Assets ($) | $23,159,000 | 325 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,926,000 | 181 |
| 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 | $981,000 | 203 |
| Number of Managed Accounts | $959,000 | 159 |
| Number of Non-Managed Accounts | $22,000 | 356 |
| Total fiduciary and related assets | $546,204,000 | 242 |
| Managed Assets ($) | $525,641,000 | 198 |
| Non-managed Assets ($) | $20,563,000 | 334 |
| Memoranda | ||
| Gross Fiduciary activities income | $982,000 | 182 |
| 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 | $978,000 | 223 |
| Number of Managed Accounts | $956,000 | 162 |
| Number of Non-Managed Accounts | $22,000 | 807 |
| Total fiduciary and related assets | $548,016,000 | 245 |
| Managed Assets ($) | $525,551,000 | 195 |
| Non-managed Assets ($) | $22,465,000 | 479 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,977,000 | 177 |
| 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 | $967,000 | 206 |
| Number of Managed Accounts | $944,000 | 162 |
| Number of Non-Managed Accounts | $23,000 | 347 |
| Total fiduciary and related assets | $516,341,000 | 244 |
| Managed Assets ($) | $499,096,000 | 191 |
| Non-managed Assets ($) | $17,245,000 | 335 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,827,000 | 177 |
| 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 | $958,000 | 213 |
| Number of Managed Accounts | $934,000 | 166 |
| Number of Non-Managed Accounts | $24,000 | 356 |
| Total fiduciary and related assets | $510,735,000 | 245 |
| Managed Assets ($) | $493,050,000 | 193 |
| Non-managed Assets ($) | $17,685,000 | 348 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,912,000 | 180 |
| 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 | $975,000 | 210 |
| Number of Managed Accounts | $949,000 | 162 |
| Number of Non-Managed Accounts | $26,000 | 355 |
| Total fiduciary and related assets | $525,034,000 | 245 |
| Managed Assets ($) | $507,283,000 | 194 |
| Non-managed Assets ($) | $17,751,000 | 350 |
| Memoranda | ||
| Gross Fiduciary activities income | $978,000 | 177 |
| 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 | $1,002,000 | 234 |
| Number of Managed Accounts | $975,000 | 169 |
| Number of Non-Managed Accounts | $27,000 | 785 |
| Total fiduciary and related assets | $516,313,000 | 255 |
| Managed Assets ($) | $498,923,000 | 196 |
| Non-managed Assets ($) | $17,390,000 | 556 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,846,000 | 178 |
| 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 | $1,030,000 | 215 |
| Number of Managed Accounts | $1,002,000 | 161 |
| Number of Non-Managed Accounts | $28,000 | 354 |
| Total fiduciary and related assets | $502,322,000 | 257 |
| Managed Assets ($) | $484,550,000 | 198 |
| Non-managed Assets ($) | $17,772,000 | 354 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,674,000 | 191 |
| 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 | $1,021,000 | 219 |
| Number of Managed Accounts | $993,000 | 168 |
| Number of Non-Managed Accounts | $28,000 | 360 |
| Total fiduciary and related assets | $488,481,000 | 261 |
| Managed Assets ($) | $471,041,000 | 201 |
| Non-managed Assets ($) | $17,440,000 | 361 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,756,000 | 200 |
| 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 | $1,007,000 | 227 |
| Number of Managed Accounts | $978,000 | 174 |
| Number of Non-Managed Accounts | $29,000 | 368 |
| Total fiduciary and related assets | $459,235,000 | 269 |
| Managed Assets ($) | $443,028,000 | 206 |
| Non-managed Assets ($) | $16,207,000 | 364 |
| Memoranda | ||
| Gross Fiduciary activities income | $878,000 | 200 |
| 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 | $1,012,000 | 247 |
| Number of Managed Accounts | $981,000 | 184 |
| Number of Non-Managed Accounts | $31,000 | 746 |
| Total fiduciary and related assets | $449,314,000 | 272 |
| Managed Assets ($) | $432,352,000 | 207 |
| Non-managed Assets ($) | $16,962,000 | 544 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,707,000 | 201 |
| 2001-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 2 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,000,000 | 228 |
| Number of Managed Accounts | $963,000 | 170 |
| Number of Non-Managed Accounts | $37,000 | 675 |
| Total fiduciary and related assets | $483,058,000 | 250 |
| Managed Assets ($) | $464,028,000 | 190 |
| Non-managed Assets ($) | $19,030,000 | 517 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,909,000 | 196 |
| 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 | $3,830,000 | 194 |
| 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 | $3,596,000 | 239 |
| 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 | $3,042,000 | 253 |
| 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 | $2,467,000 | 297 |
| 1996-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $2,162,000 | 345 |
| 1995-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,926,000 | 380 |
| 1994-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,781,000 | 389 |
| 1993-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,680,000 | 416 |
| 1992-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,496,000 | 441 |