Home > Dacotah Bank > Fiduciary and Related Services
Dacotah 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 | $627,000 | 323 |
| Number of Managed Accounts | $377,000 | 361 |
| Number of Non-Managed Accounts | $250,000 | 144 |
| Total fiduciary and related assets | $2,972,192,000 | 146 |
| Managed Assets ($) | $469,970,000 | 308 |
| Non-managed Assets ($) | $2,502,222,000 | 84 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,406,000 | 370 |
| 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 | $611,000 | 280 |
| Number of Managed Accounts | $365,000 | 293 |
| Number of Non-Managed Accounts | $246,000 | 119 |
| Total fiduciary and related assets | $2,898,783,000 | 145 |
| Managed Assets ($) | $435,237,000 | 284 |
| Non-managed Assets ($) | $2,463,546,000 | 82 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,830,000 | 367 |
| 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 | $603,000 | 317 |
| Number of Managed Accounts | $366,000 | 338 |
| Number of Non-Managed Accounts | $237,000 | 136 |
| Total fiduciary and related assets | $2,852,244,000 | 143 |
| Managed Assets ($) | $436,668,000 | 307 |
| Non-managed Assets ($) | $2,415,576,000 | 83 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,307,000 | 351 |
| 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 | $587,000 | 296 |
| Number of Managed Accounts | $353,000 | 305 |
| Number of Non-Managed Accounts | $234,000 | 131 |
| Total fiduciary and related assets | $2,824,342,000 | 152 |
| Managed Assets ($) | $429,567,000 | 293 |
| Non-managed Assets ($) | $2,394,775,000 | 89 |
| Memoranda | ||
| Gross Fiduciary activities income | $702,000 | 354 |
| 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 | $583,000 | 344 |
| Number of Managed Accounts | $348,000 | 383 |
| Number of Non-Managed Accounts | $235,000 | 157 |
| Total fiduciary and related assets | $2,804,975,000 | 153 |
| Managed Assets ($) | $420,728,000 | 320 |
| Non-managed Assets ($) | $2,384,247,000 | 86 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,702,000 | 359 |
| 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 | $563,000 | 307 |
| Number of Managed Accounts | $339,000 | 316 |
| Number of Non-Managed Accounts | $224,000 | 137 |
| Total fiduciary and related assets | $2,762,611,000 | 148 |
| Managed Assets ($) | $422,555,000 | 296 |
| Non-managed Assets ($) | $2,340,056,000 | 87 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,033,000 | 356 |
| 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 | $544,000 | 307 |
| Number of Managed Accounts | $327,000 | 332 |
| Number of Non-Managed Accounts | $217,000 | 127 |
| Total fiduciary and related assets | $2,829,734,000 | 121 |
| Managed Assets ($) | $452,349,000 | 269 |
| Non-managed Assets ($) | $2,377,385,000 | 72 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,446,000 | 309 |
| 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 | $541,000 | 275 |
| Number of Managed Accounts | $322,000 | 293 |
| Number of Non-Managed Accounts | $219,000 | 125 |
| Total fiduciary and related assets | $2,843,071,000 | 131 |
| Managed Assets ($) | $476,143,000 | 256 |
| Non-managed Assets ($) | $2,366,928,000 | 75 |
| Memoranda | ||
| Gross Fiduciary activities income | $705,000 | 313 |
| 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 | $555,000 | 320 |
| Number of Managed Accounts | $333,000 | 363 |
| Number of Non-Managed Accounts | $222,000 | 143 |
| Total fiduciary and related assets | $2,118,958,000 | 152 |
| Managed Assets ($) | $479,481,000 | 279 |
| Non-managed Assets ($) | $1,639,477,000 | 87 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,454,000 | 336 |
| 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 | $531,000 | 275 |
| Number of Managed Accounts | $321,000 | 293 |
| Number of Non-Managed Accounts | $210,000 | 126 |
| Total fiduciary and related assets | $1,693,403,000 | 173 |
| Managed Assets ($) | $468,273,000 | 259 |
| Non-managed Assets ($) | $1,225,130,000 | 96 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,820,000 | 337 |
| 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 | $538,000 | 301 |
| Number of Managed Accounts | $327,000 | 333 |
| Number of Non-Managed Accounts | $211,000 | 129 |
| Total fiduciary and related assets | $1,660,588,000 | 174 |
| Managed Assets ($) | $452,699,000 | 278 |
| Non-managed Assets ($) | $1,207,889,000 | 96 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,229,000 | 327 |
| 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 | $535,000 | 276 |
| Number of Managed Accounts | $331,000 | 292 |
| Number of Non-Managed Accounts | $204,000 | 127 |
| Total fiduciary and related assets | $1,522,153,000 | 177 |
| Managed Assets ($) | $435,404,000 | 262 |
| Non-managed Assets ($) | $1,086,749,000 | 98 |
| Memoranda | ||
| Gross Fiduciary activities income | $641,000 | 318 |
| 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 | $528,000 | 323 |
| Number of Managed Accounts | $325,000 | 365 |
| Number of Non-Managed Accounts | $203,000 | 155 |
| Total fiduciary and related assets | $1,472,494,000 | 177 |
| Managed Assets ($) | $425,951,000 | 281 |
| Non-managed Assets ($) | $1,046,543,000 | 97 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,316,000 | 320 |
| 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 | $483,000 | 283 |
| Number of Managed Accounts | $315,000 | 291 |
| Number of Non-Managed Accounts | $168,000 | 143 |
| Total fiduciary and related assets | $1,426,543,000 | 174 |
| Managed Assets ($) | $401,721,000 | 258 |
| Non-managed Assets ($) | $1,024,822,000 | 95 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,750,000 | 315 |
| 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 | $496,000 | 306 |
| Number of Managed Accounts | $325,000 | 327 |
| Number of Non-Managed Accounts | $171,000 | 148 |
| Total fiduciary and related assets | $1,386,216,000 | 178 |
| Managed Assets ($) | $411,663,000 | 273 |
| Non-managed Assets ($) | $974,553,000 | 97 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,231,000 | 309 |
| 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 | $482,000 | 282 |
| Number of Managed Accounts | $318,000 | 294 |
| Number of Non-Managed Accounts | $164,000 | 149 |
| Total fiduciary and related assets | $1,358,918,000 | 166 |
| Managed Assets ($) | $396,210,000 | 251 |
| Non-managed Assets ($) | $962,708,000 | 93 |
| Memoranda | ||
| Gross Fiduciary activities income | $641,000 | 306 |
| 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 | $481,000 | 339 |
| Number of Managed Accounts | $324,000 | 369 |
| Number of Non-Managed Accounts | $157,000 | 201 |
| Total fiduciary and related assets | $1,373,159,000 | 181 |
| Managed Assets ($) | $425,778,000 | 272 |
| Non-managed Assets ($) | $947,381,000 | 96 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,232,000 | 326 |
| 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 | $451,000 | 289 |
| Number of Managed Accounts | $314,000 | 298 |
| Number of Non-Managed Accounts | $137,000 | 166 |
| Total fiduciary and related assets | $1,373,386,000 | 178 |
| Managed Assets ($) | $433,220,000 | 255 |
| Non-managed Assets ($) | $940,166,000 | 100 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,686,000 | 324 |
| 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 | $437,000 | 316 |
| Number of Managed Accounts | $308,000 | 326 |
| Number of Non-Managed Accounts | $129,000 | 175 |
| Total fiduciary and related assets | $1,322,755,000 | 178 |
| Managed Assets ($) | $434,836,000 | 263 |
| Non-managed Assets ($) | $887,919,000 | 100 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,184,000 | 321 |
| 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 | $433,000 | 323 |
| Number of Managed Accounts | $301,000 | 330 |
| Number of Non-Managed Accounts | $132,000 | 176 |
| Total fiduciary and related assets | $1,251,539,000 | 184 |
| Managed Assets ($) | $427,746,000 | 258 |
| Non-managed Assets ($) | $823,793,000 | 99 |
| Memoranda | ||
| Gross Fiduciary activities income | $620,000 | 311 |
| 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 | $434,000 | 360 |
| Number of Managed Accounts | $303,000 | 386 |
| Number of Non-Managed Accounts | $131,000 | 227 |
| Total fiduciary and related assets | $1,230,422,000 | 177 |
| Managed Assets ($) | $417,219,000 | 255 |
| Non-managed Assets ($) | $813,203,000 | 100 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,243,000 | 325 |
| 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 | $421,000 | 323 |
| Number of Managed Accounts | $292,000 | 334 |
| Number of Non-Managed Accounts | $129,000 | 177 |
| Total fiduciary and related assets | $1,258,341,000 | 180 |
| Managed Assets ($) | $439,010,000 | 258 |
| Non-managed Assets ($) | $819,331,000 | 102 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,740,000 | 320 |
| 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 | $420,000 | 324 |
| Number of Managed Accounts | $290,000 | 339 |
| Number of Non-Managed Accounts | $130,000 | 183 |
| Total fiduciary and related assets | $1,252,082,000 | 181 |
| Managed Assets ($) | $442,968,000 | 254 |
| Non-managed Assets ($) | $809,114,000 | 103 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,186,000 | 314 |
| 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 | $417,000 | 331 |
| Number of Managed Accounts | $288,000 | 340 |
| Number of Non-Managed Accounts | $129,000 | 185 |
| Total fiduciary and related assets | $1,231,979,000 | 180 |
| Managed Assets ($) | $445,156,000 | 252 |
| Non-managed Assets ($) | $786,823,000 | 105 |
| Memoranda | ||
| Gross Fiduciary activities income | $647,000 | 308 |
| 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 | $423,000 | 372 |
| Number of Managed Accounts | $296,000 | 393 |
| Number of Non-Managed Accounts | $127,000 | 239 |
| Total fiduciary and related assets | $1,239,816,000 | 179 |
| Managed Assets ($) | $456,001,000 | 251 |
| Non-managed Assets ($) | $783,815,000 | 105 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,367,000 | 311 |
| 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 | $556,000 | 289 |
| Number of Managed Accounts | $431,000 | 289 |
| Number of Non-Managed Accounts | $125,000 | 186 |
| Total fiduciary and related assets | $1,240,897,000 | 175 |
| Managed Assets ($) | $458,477,000 | 250 |
| Non-managed Assets ($) | $782,420,000 | 103 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,914,000 | 297 |
| 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 | $587,000 | 285 |
| Number of Managed Accounts | $466,000 | 281 |
| Number of Non-Managed Accounts | $121,000 | 187 |
| Total fiduciary and related assets | $1,258,039,000 | 167 |
| Managed Assets ($) | $496,108,000 | 228 |
| Non-managed Assets ($) | $761,931,000 | 102 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,201,000 | 309 |
| 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 | $574,000 | 290 |
| Number of Managed Accounts | $463,000 | 279 |
| Number of Non-Managed Accounts | $111,000 | 188 |
| Total fiduciary and related assets | $691,227,000 | 228 |
| Managed Assets ($) | $476,367,000 | 237 |
| Non-managed Assets ($) | $214,860,000 | 175 |
| Memoranda | ||
| Gross Fiduciary activities income | $589,000 | 311 |
| 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 | $448,000 | 359 |
| Number of Managed Accounts | $343,000 | 346 |
| Number of Non-Managed Accounts | $105,000 | 264 |
| Total fiduciary and related assets | $644,935,000 | 234 |
| Managed Assets ($) | $445,320,000 | 246 |
| Non-managed Assets ($) | $199,615,000 | 173 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,185,000 | 317 |
| 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 | $439,000 | 319 |
| Number of Managed Accounts | $344,000 | 309 |
| Number of Non-Managed Accounts | $95,000 | 199 |
| Total fiduciary and related assets | $599,792,000 | 243 |
| Managed Assets ($) | $432,065,000 | 247 |
| Non-managed Assets ($) | $167,727,000 | 191 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,679,000 | 314 |
| 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 | $425,000 | 324 |
| Number of Managed Accounts | $335,000 | 316 |
| Number of Non-Managed Accounts | $90,000 | 211 |
| Total fiduciary and related assets | $582,721,000 | 251 |
| Managed Assets ($) | $416,936,000 | 254 |
| Non-managed Assets ($) | $165,785,000 | 191 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,179,000 | 302 |
| 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 | $418,000 | 331 |
| Number of Managed Accounts | $334,000 | 315 |
| Number of Non-Managed Accounts | $84,000 | 212 |
| Total fiduciary and related assets | $571,548,000 | 251 |
| Managed Assets ($) | $416,555,000 | 248 |
| Non-managed Assets ($) | $154,993,000 | 192 |
| Memoranda | ||
| Gross Fiduciary activities income | $551,000 | 314 |
| 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 | $406,000 | 383 |
| Number of Managed Accounts | $323,000 | 366 |
| Number of Non-Managed Accounts | $83,000 | 316 |
| Total fiduciary and related assets | $562,670,000 | 255 |
| Managed Assets ($) | $409,699,000 | 251 |
| Non-managed Assets ($) | $152,971,000 | 194 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,749,000 | 365 |
| 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 | $386,000 | 337 |
| Number of Managed Accounts | $308,000 | 324 |
| Number of Non-Managed Accounts | $78,000 | 218 |
| Total fiduciary and related assets | $546,246,000 | 255 |
| Managed Assets ($) | $406,015,000 | 249 |
| Non-managed Assets ($) | $140,231,000 | 198 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,342,000 | 362 |
| 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 | $341,000 | 354 |
| Number of Managed Accounts | $268,000 | 340 |
| Number of Non-Managed Accounts | $73,000 | 232 |
| Total fiduciary and related assets | $538,288,000 | 267 |
| Managed Assets ($) | $393,512,000 | 263 |
| Non-managed Assets ($) | $144,776,000 | 196 |
| Memoranda | ||
| Gross Fiduciary activities income | $915,000 | 356 |
| 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 | $323,000 | 363 |
| Number of Managed Accounts | $249,000 | 345 |
| Number of Non-Managed Accounts | $74,000 | 230 |
| Total fiduciary and related assets | $535,293,000 | 267 |
| Managed Assets ($) | $390,175,000 | 265 |
| Non-managed Assets ($) | $145,118,000 | 197 |
| Memoranda | ||
| Gross Fiduciary activities income | $470,000 | 347 |
| 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 | $322,000 | 460 |
| Number of Managed Accounts | $250,000 | 423 |
| Number of Non-Managed Accounts | $72,000 | 368 |
| Total fiduciary and related assets | $524,489,000 | 271 |
| Managed Assets ($) | $386,210,000 | 267 |
| Non-managed Assets ($) | $138,279,000 | 198 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,793,000 | 354 |
| 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 | $307,000 | 371 |
| Number of Managed Accounts | $242,000 | 348 |
| Number of Non-Managed Accounts | $65,000 | 249 |
| Total fiduciary and related assets | $501,243,000 | 272 |
| Managed Assets ($) | $383,097,000 | 266 |
| Non-managed Assets ($) | $118,146,000 | 207 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,379,000 | 352 |
| 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 | $306,000 | 371 |
| Number of Managed Accounts | $242,000 | 346 |
| Number of Non-Managed Accounts | $64,000 | 247 |
| Total fiduciary and related assets | $502,791,000 | 271 |
| Managed Assets ($) | $390,391,000 | 260 |
| Non-managed Assets ($) | $112,400,000 | 217 |
| Memoranda | ||
| Gross Fiduciary activities income | $921,000 | 348 |
| 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 | $308,000 | 373 |
| Number of Managed Accounts | $244,000 | 350 |
| Number of Non-Managed Accounts | $64,000 | 244 |
| Total fiduciary and related assets | $486,323,000 | 269 |
| Managed Assets ($) | $380,700,000 | 263 |
| Non-managed Assets ($) | $105,623,000 | 218 |
| Memoranda | ||
| Gross Fiduciary activities income | $454,000 | 355 |
| 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 | $305,000 | 481 |
| Number of Managed Accounts | $244,000 | 433 |
| Number of Non-Managed Accounts | $61,000 | 421 |
| Total fiduciary and related assets | $461,456,000 | 277 |
| Managed Assets ($) | $359,079,000 | 271 |
| Non-managed Assets ($) | $102,377,000 | 236 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,778,000 | 344 |
| 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 | $300,000 | 356 |
| Number of Managed Accounts | $240,000 | 334 |
| Number of Non-Managed Accounts | $60,000 | 251 |
| Total fiduciary and related assets | $446,057,000 | 277 |
| Managed Assets ($) | $348,358,000 | 269 |
| Non-managed Assets ($) | $97,699,000 | 222 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,323,000 | 345 |
| 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 | $297,000 | 356 |
| Number of Managed Accounts | $240,000 | 335 |
| Number of Non-Managed Accounts | $57,000 | 260 |
| Total fiduciary and related assets | $427,594,000 | 276 |
| Managed Assets ($) | $332,805,000 | 268 |
| Non-managed Assets ($) | $94,789,000 | 227 |
| Memoranda | ||
| Gross Fiduciary activities income | $822,000 | 358 |
| 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 | $294,000 | 359 |
| Number of Managed Accounts | $236,000 | 338 |
| Number of Non-Managed Accounts | $58,000 | 260 |
| Total fiduciary and related assets | $424,183,000 | 277 |
| Managed Assets ($) | $329,987,000 | 267 |
| Non-managed Assets ($) | $94,196,000 | 230 |
| Memoranda | ||
| Gross Fiduciary activities income | $359,000 | 384 |
| 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 | $294,000 | 488 |
| Number of Managed Accounts | $238,000 | 437 |
| Number of Non-Managed Accounts | $56,000 | 454 |
| Total fiduciary and related assets | $380,279,000 | 294 |
| Managed Assets ($) | $295,586,000 | 280 |
| Non-managed Assets ($) | $84,693,000 | 255 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,202,000 | 406 |
| 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 | $0 | 391 |
| Number of Managed Accounts | $0 | 377 |
| Number of Non-Managed Accounts | $0 | 373 |
| Total fiduciary and related assets | $0 | 390 |
| Managed Assets ($) | $0 | 378 |
| Non-managed Assets ($) | $0 | 370 |
| Memoranda | ||
| Gross Fiduciary activities income | $900,000 | 407 |
| 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 | $0 | 393 |
| Number of Managed Accounts | $0 | 379 |
| Number of Non-Managed Accounts | $0 | 373 |
| Total fiduciary and related assets | $0 | 393 |
| Managed Assets ($) | $0 | 380 |
| Non-managed Assets ($) | $0 | 372 |
| Memoranda | ||
| Gross Fiduciary activities income | $616,000 | 400 |
| 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 | $0 | 395 |
| Number of Managed Accounts | $0 | 379 |
| Number of Non-Managed Accounts | $0 | 372 |
| Total fiduciary and related assets | $0 | 394 |
| Managed Assets ($) | $0 | 379 |
| Non-managed Assets ($) | $0 | 371 |
| Memoranda | ||
| Gross Fiduciary activities income | $343,000 | 378 |
| 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 | $286,000 | 501 |
| Number of Managed Accounts | $232,000 | 442 |
| Number of Non-Managed Accounts | $54,000 | 463 |
| Total fiduciary and related assets | $242,885,000 | 360 |
| Managed Assets ($) | $175,894,000 | 344 |
| Non-managed Assets ($) | $66,991,000 | 276 |
| Memoranda | ||
| Gross Fiduciary activities income | $912,000 | 416 |
| 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 | $0 | 417 |
| Number of Managed Accounts | $0 | 397 |
| Number of Non-Managed Accounts | $0 | 395 |
| Total fiduciary and related assets | $0 | 415 |
| Managed Assets ($) | $0 | 397 |
| Non-managed Assets ($) | $0 | 393 |
| Memoranda | ||
| Gross Fiduciary activities income | $681,000 | 417 |
| 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 | $0 | 423 |
| Number of Managed Accounts | $0 | 403 |
| Number of Non-Managed Accounts | $0 | 400 |
| Total fiduciary and related assets | $0 | 421 |
| Managed Assets ($) | $0 | 403 |
| Non-managed Assets ($) | $0 | 398 |
| Memoranda | ||
| Gross Fiduciary activities income | $468,000 | 416 |
| 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 | $0 | 428 |
| Number of Managed Accounts | $0 | 410 |
| Number of Non-Managed Accounts | $0 | 404 |
| Total fiduciary and related assets | $0 | 427 |
| Managed Assets ($) | $0 | 410 |
| Non-managed Assets ($) | $0 | 403 |
| Memoranda | ||
| Gross Fiduciary activities income | $226,000 | 428 |
| 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 | $282,000 | 516 |
| Number of Managed Accounts | $230,000 | 452 |
| Number of Non-Managed Accounts | $52,000 | 504 |
| Total fiduciary and related assets | $236,411,000 | 364 |
| Managed Assets ($) | $171,081,000 | 365 |
| Non-managed Assets ($) | $65,330,000 | 278 |
| Memoranda | ||
| Gross Fiduciary activities income | $765,000 | 458 |
| 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 | $599,000 | 442 |
| 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 | $363,000 | 472 |
| 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 | $195,000 | 465 |
| 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 | $369,000 | 451 |
| Number of Managed Accounts | $259,000 | 423 |
| Number of Non-Managed Accounts | $110,000 | 327 |
| Total fiduciary and related assets | $220,852,000 | 374 |
| Managed Assets ($) | $149,573,000 | 375 |
| Non-managed Assets ($) | $71,279,000 | 268 |
| Memoranda | ||
| Gross Fiduciary activities income | $892,000 | 407 |
| 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 | $0 | 409 |
| Number of Managed Accounts | $0 | 386 |
| Number of Non-Managed Accounts | $0 | 386 |
| Total fiduciary and related assets | $0 | 408 |
| Managed Assets ($) | $0 | 386 |
| Non-managed Assets ($) | $0 | 385 |
| Memoranda | ||
| Gross Fiduciary activities income | $575,000 | 449 |
| 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 | $0 | 415 |
| Number of Managed Accounts | $0 | 392 |
| Number of Non-Managed Accounts | $0 | 393 |
| Total fiduciary and related assets | $0 | 414 |
| Managed Assets ($) | $0 | 392 |
| Non-managed Assets ($) | $0 | 391 |
| Memoranda | ||
| Gross Fiduciary activities income | $370,000 | 457 |
| 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 | $0 | 418 |
| Number of Managed Accounts | $0 | 395 |
| Number of Non-Managed Accounts | $0 | 393 |
| Total fiduciary and related assets | $0 | 417 |
| Managed Assets ($) | $0 | 395 |
| Non-managed Assets ($) | $0 | 392 |
| Memoranda | ||
| Gross Fiduciary activities income | $222,000 | 410 |
| 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 | $452,000 | 404 |
| Number of Managed Accounts | $335,000 | 375 |
| Number of Non-Managed Accounts | $117,000 | 323 |
| Total fiduciary and related assets | $181,765,000 | 401 |
| Managed Assets ($) | $116,016,000 | 428 |
| Non-managed Assets ($) | $65,749,000 | 265 |
| Memoranda | ||
| Gross Fiduciary activities income | $740,000 | 480 |
| 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 | $0 | 441 |
| Number of Managed Accounts | $0 | 419 |
| Number of Non-Managed Accounts | $0 | 421 |
| Total fiduciary and related assets | $0 | 440 |
| Managed Assets ($) | $0 | 419 |
| Non-managed Assets ($) | $0 | 420 |
| Memoranda | ||
| Gross Fiduciary activities income | $573,000 | 477 |
| 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 | $0 | 450 |
| Number of Managed Accounts | $0 | 425 |
| Number of Non-Managed Accounts | $0 | 427 |
| Total fiduciary and related assets | $0 | 449 |
| Managed Assets ($) | $0 | 425 |
| Non-managed Assets ($) | $0 | 426 |
| Memoranda | ||
| Gross Fiduciary activities income | $366,000 | 494 |
| 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 | $0 | 460 |
| Number of Managed Accounts | $0 | 434 |
| Number of Non-Managed Accounts | $0 | 433 |
| Total fiduciary and related assets | $0 | 459 |
| Managed Assets ($) | $0 | 434 |
| Non-managed Assets ($) | $0 | 431 |
| Memoranda | ||
| Gross Fiduciary activities income | $211,000 | 468 |
| 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 | $364,000 | 473 |
| Number of Managed Accounts | $235,000 | 473 |
| Number of Non-Managed Accounts | $129,000 | 307 |
| Total fiduciary and related assets | $204,781,000 | 432 |
| Managed Assets ($) | $131,704,000 | 443 |
| Non-managed Assets ($) | $73,077,000 | 286 |
| Memoranda | ||
| Gross Fiduciary activities income | $733,000 | 500 |
| 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 | $0 | 444 |
| Number of Managed Accounts | $0 | 421 |
| Number of Non-Managed Accounts | $0 | 417 |
| Total fiduciary and related assets | $0 | 443 |
| Managed Assets ($) | $0 | 421 |
| Non-managed Assets ($) | $0 | 416 |
| Memoranda | ||
| Gross Fiduciary activities income | $526,000 | 516 |
| 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 | $0 | 450 |
| Number of Managed Accounts | $0 | 427 |
| Number of Non-Managed Accounts | $0 | 422 |
| Total fiduciary and related assets | $0 | 449 |
| Managed Assets ($) | $0 | 427 |
| Non-managed Assets ($) | $0 | 421 |
| Memoranda | ||
| Gross Fiduciary activities income | $373,000 | 503 |
| 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 | $0 | 451 |
| Number of Managed Accounts | $0 | 427 |
| Number of Non-Managed Accounts | $0 | 425 |
| Total fiduciary and related assets | $0 | 450 |
| Managed Assets ($) | $0 | 427 |
| Non-managed Assets ($) | $0 | 424 |
| Memoranda | ||
| Gross Fiduciary activities income | $170,000 | 532 |
| 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 | $214,000 | 640 |
| Number of Managed Accounts | $125,000 | 668 |
| Number of Non-Managed Accounts | $89,000 | 395 |
| Total fiduciary and related assets | $192,239,000 | 439 |
| Managed Assets ($) | $124,349,000 | 445 |
| Non-managed Assets ($) | $67,890,000 | 301 |
| Memoranda | ||
| Gross Fiduciary activities income | $647,000 | 524 |
| 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 | $0 | 432 |
| Number of Managed Accounts | $0 | 409 |
| Number of Non-Managed Accounts | $0 | 409 |
| Total fiduciary and related assets | $0 | 431 |
| Managed Assets ($) | $0 | 409 |
| Non-managed Assets ($) | $0 | 408 |
| Memoranda | ||
| Gross Fiduciary activities income | $507,000 | 506 |
| 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 | $0 | 435 |
| Number of Managed Accounts | $0 | 413 |
| Number of Non-Managed Accounts | $0 | 412 |
| Total fiduciary and related assets | $0 | 434 |
| Managed Assets ($) | $0 | 413 |
| Non-managed Assets ($) | $0 | 411 |
| Memoranda | ||
| Gross Fiduciary activities income | $297,000 | 554 |
| 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 | $0 | 458 |
| Number of Managed Accounts | $0 | 437 |
| Number of Non-Managed Accounts | $0 | 423 |
| Total fiduciary and related assets | $0 | 457 |
| Managed Assets ($) | $0 | 437 |
| Non-managed Assets ($) | $0 | 422 |
| Memoranda | ||
| Gross Fiduciary activities income | $164,000 | 527 |
| 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 | $189,000 | 698 |
| Number of Managed Accounts | $124,000 | 687 |
| Number of Non-Managed Accounts | $65,000 | 506 |
| Total fiduciary and related assets | $158,926,000 | 474 |
| Managed Assets ($) | $100,870,000 | 491 |
| Non-managed Assets ($) | $58,056,000 | 324 |
| Memoranda | ||
| Gross Fiduciary activities income | $606,000 | 530 |
| 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 | $0 | 444 |
| Number of Managed Accounts | $0 | 422 |
| Number of Non-Managed Accounts | $0 | 414 |
| Total fiduciary and related assets | $0 | 443 |
| Managed Assets ($) | $0 | 423 |
| Non-managed Assets ($) | $0 | 412 |
| Memoranda | ||
| Gross Fiduciary activities income | $457,000 | 527 |
| 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 | $0 | 460 |
| Number of Managed Accounts | $0 | 435 |
| Number of Non-Managed Accounts | $0 | 431 |
| Total fiduciary and related assets | $0 | 458 |
| Managed Assets ($) | $0 | 435 |
| Non-managed Assets ($) | $0 | 429 |
| Memoranda | ||
| Gross Fiduciary activities income | $317,000 | 516 |
| 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 | $0 | 465 |
| Number of Managed Accounts | $0 | 438 |
| Number of Non-Managed Accounts | $0 | 433 |
| Total fiduciary and related assets | $0 | 463 |
| Managed Assets ($) | $0 | 438 |
| Non-managed Assets ($) | $0 | 431 |
| Memoranda | ||
| Gross Fiduciary activities income | $187,000 | 474 |
| 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 | $191,000 | 703 |
| Number of Managed Accounts | $123,000 | 696 |
| Number of Non-Managed Accounts | $68,000 | 509 |
| Total fiduciary and related assets | $156,138,000 | 461 |
| Managed Assets ($) | $97,878,000 | 488 |
| Non-managed Assets ($) | $58,260,000 | 322 |
| Memoranda | ||
| Gross Fiduciary activities income | $662,000 | 473 |
| 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 | $0 | 453 |
| Number of Managed Accounts | $0 | 424 |
| Number of Non-Managed Accounts | $0 | 423 |
| Total fiduciary and related assets | $0 | 451 |
| Managed Assets ($) | $0 | 424 |
| Non-managed Assets ($) | $0 | 421 |
| Memoranda | ||
| Gross Fiduciary activities income | $543,000 | 453 |
| 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 | $0 | 462 |
| Number of Managed Accounts | $0 | 429 |
| Number of Non-Managed Accounts | $0 | 432 |
| Total fiduciary and related assets | $0 | 459 |
| Managed Assets ($) | $0 | 429 |
| Non-managed Assets ($) | $0 | 429 |
| Memoranda | ||
| Gross Fiduciary activities income | $348,000 | 460 |
| 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 | $0 | 473 |
| Number of Managed Accounts | $0 | 438 |
| Number of Non-Managed Accounts | $0 | 438 |
| Total fiduciary and related assets | $0 | 471 |
| Managed Assets ($) | $0 | 438 |
| Non-managed Assets ($) | $0 | 436 |
| Memoranda | ||
| Gross Fiduciary activities income | $217,000 | 411 |
| 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 | $175,000 | 754 |
| Number of Managed Accounts | $119,000 | 719 |
| Number of Non-Managed Accounts | $56,000 | 590 |
| Total fiduciary and related assets | $131,660,000 | 491 |
| Managed Assets ($) | $81,913,000 | 513 |
| Non-managed Assets ($) | $49,747,000 | 356 |
| Memoranda | ||
| Gross Fiduciary activities income | $530,000 | 550 |
| 2003-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 473 |
| Number of Managed Accounts | $0 | 442 |
| Number of Non-Managed Accounts | $0 | 446 |
| Total fiduciary and related assets | $0 | 472 |
| Managed Assets ($) | $0 | 442 |
| Non-managed Assets ($) | $0 | 445 |
| Memoranda | ||
| Gross Fiduciary activities income | $383,000 | 562 |
| 2003-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 474 |
| Number of Managed Accounts | $0 | 446 |
| Number of Non-Managed Accounts | $0 | 448 |
| Total fiduciary and related assets | $0 | 473 |
| Managed Assets ($) | $0 | 446 |
| Non-managed Assets ($) | $0 | 447 |
| Memoranda | ||
| Gross Fiduciary activities income | $248,000 | 570 |
| 2003-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 491 |
| Number of Managed Accounts | $0 | 461 |
| Number of Non-Managed Accounts | $0 | 460 |
| Total fiduciary and related assets | $0 | 490 |
| Managed Assets ($) | $0 | 461 |
| Non-managed Assets ($) | $0 | 458 |
| Memoranda | ||
| Gross Fiduciary activities income | $126,000 | 576 |
| 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 | $174,000 | 748 |
| Number of Managed Accounts | $113,000 | 737 |
| Number of Non-Managed Accounts | $61,000 | 568 |
| Total fiduciary and related assets | $131,533,000 | 503 |
| Managed Assets ($) | $95,193,000 | 488 |
| Non-managed Assets ($) | $36,340,000 | 404 |
| Memoranda | ||
| Gross Fiduciary activities income | $460,000 | 600 |
| 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 | $159,000 | 753 |
| Number of Managed Accounts | $97,000 | 756 |
| Number of Non-Managed Accounts | $62,000 | 535 |
| Total fiduciary and related assets | $125,541,000 | 482 |
| Managed Assets ($) | $90,585,000 | 479 |
| Non-managed Assets ($) | $34,956,000 | 397 |
| Memoranda | ||
| Gross Fiduciary activities income | $510,000 | 592 |
| 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 | $500,000 | 598 |
| 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 | $490,000 | 644 |
| 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 | $430,000 | 684 |
| 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 | $394,000 | 739 |
| 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 | $305,000 | 855 |
| 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 | $240,000 | 956 |
| 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 | $233,000 | 982 |
| 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 | $221,000 | 1,038 |
| 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 | $210,000 | 1,069 |