Home > First Bank Kansas > Fiduciary and Related Services
First Bank Kansas, 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 | $535,000 | 358 |
| Number of Managed Accounts | $528,000 | 309 |
| Number of Non-Managed Accounts | $7,000 | 645 |
| Total fiduciary and related assets | $726,042,000 | 293 |
| Managed Assets ($) | $720,812,000 | 251 |
| Non-managed Assets ($) | $5,230,000 | 587 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,625,000 | 308 |
| 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 | $524,000 | 297 |
| Number of Managed Accounts | $518,000 | 262 |
| Number of Non-Managed Accounts | $6,000 | 340 |
| Total fiduciary and related assets | $682,377,000 | 276 |
| Managed Assets ($) | $677,788,000 | 244 |
| Non-managed Assets ($) | $4,589,000 | 345 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,579,000 | 314 |
| 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 | $509,000 | 342 |
| Number of Managed Accounts | $503,000 | 299 |
| Number of Non-Managed Accounts | $6,000 | 399 |
| Total fiduciary and related assets | $698,631,000 | 286 |
| Managed Assets ($) | $693,864,000 | 249 |
| Non-managed Assets ($) | $4,767,000 | 405 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,691,000 | 309 |
| 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 | $534,000 | 308 |
| Number of Managed Accounts | $528,000 | 270 |
| Number of Non-Managed Accounts | $6,000 | 348 |
| Total fiduciary and related assets | $684,187,000 | 279 |
| Managed Assets ($) | $679,653,000 | 251 |
| Non-managed Assets ($) | $4,534,000 | 354 |
| Memoranda | ||
| Gross Fiduciary activities income | $807,000 | 332 |
| 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 | $513,000 | 315 |
| Number of Managed Accounts | $507,000 | 279 |
| Number of Non-Managed Accounts | $6,000 | 357 |
| Total fiduciary and related assets | $643,838,000 | 287 |
| Managed Assets ($) | $639,850,000 | 254 |
| Non-managed Assets ($) | $3,988,000 | 363 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,458,000 | 329 |
| 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 | $495,000 | 321 |
| Number of Managed Accounts | $489,000 | 287 |
| Number of Non-Managed Accounts | $6,000 | 381 |
| Total fiduciary and related assets | $673,036,000 | 257 |
| Managed Assets ($) | $668,817,000 | 221 |
| Non-managed Assets ($) | $4,219,000 | 386 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,643,000 | 295 |
| 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 | $506,000 | 282 |
| Number of Managed Accounts | $500,000 | 257 |
| Number of Non-Managed Accounts | $6,000 | 322 |
| Total fiduciary and related assets | $723,026,000 | 249 |
| Managed Assets ($) | $718,052,000 | 222 |
| Non-managed Assets ($) | $4,974,000 | 325 |
| Memoranda | ||
| Gross Fiduciary activities income | $825,000 | 293 |
| 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 | $495,000 | 340 |
| Number of Managed Accounts | $489,000 | 296 |
| Number of Non-Managed Accounts | $6,000 | 680 |
| Total fiduciary and related assets | $754,895,000 | 256 |
| Managed Assets ($) | $749,605,000 | 224 |
| Non-managed Assets ($) | $5,290,000 | 593 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,366,000 | 291 |
| 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 | $480,000 | 284 |
| Number of Managed Accounts | $474,000 | 259 |
| Number of Non-Managed Accounts | $6,000 | 310 |
| Total fiduciary and related assets | $717,662,000 | 245 |
| Managed Assets ($) | $712,651,000 | 223 |
| Non-managed Assets ($) | $5,011,000 | 312 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,382,000 | 295 |
| 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 | $443,000 | 326 |
| Number of Managed Accounts | $437,000 | 294 |
| Number of Non-Managed Accounts | $6,000 | 369 |
| Total fiduciary and related assets | $721,842,000 | 256 |
| Managed Assets ($) | $716,739,000 | 226 |
| Non-managed Assets ($) | $5,103,000 | 370 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,556,000 | 295 |
| 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 | $471,000 | 286 |
| Number of Managed Accounts | $464,000 | 262 |
| Number of Non-Managed Accounts | $7,000 | 309 |
| Total fiduciary and related assets | $706,949,000 | 248 |
| Managed Assets ($) | $702,100,000 | 223 |
| Non-managed Assets ($) | $4,849,000 | 311 |
| Memoranda | ||
| Gross Fiduciary activities income | $748,000 | 297 |
| 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 | $464,000 | 348 |
| Number of Managed Accounts | $457,000 | 298 |
| Number of Non-Managed Accounts | $7,000 | 676 |
| Total fiduciary and related assets | $705,716,000 | 253 |
| Managed Assets ($) | $701,147,000 | 225 |
| Non-managed Assets ($) | $4,569,000 | 608 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,141,000 | 276 |
| 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 | $456,000 | 287 |
| Number of Managed Accounts | $449,000 | 261 |
| Number of Non-Managed Accounts | $7,000 | 312 |
| Total fiduciary and related assets | $676,374,000 | 241 |
| Managed Assets ($) | $672,473,000 | 211 |
| Non-managed Assets ($) | $3,901,000 | 318 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,240,000 | 282 |
| 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 | $445,000 | 322 |
| Number of Managed Accounts | $439,000 | 285 |
| Number of Non-Managed Accounts | $6,000 | 365 |
| Total fiduciary and related assets | $670,260,000 | 251 |
| Managed Assets ($) | $666,587,000 | 212 |
| Non-managed Assets ($) | $3,673,000 | 370 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,479,000 | 284 |
| 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 | $468,000 | 286 |
| Number of Managed Accounts | $462,000 | 260 |
| Number of Non-Managed Accounts | $6,000 | 317 |
| Total fiduciary and related assets | $636,714,000 | 236 |
| Managed Assets ($) | $633,545,000 | 198 |
| Non-managed Assets ($) | $3,169,000 | 322 |
| Memoranda | ||
| Gross Fiduciary activities income | $752,000 | 281 |
| 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 | $458,000 | 350 |
| Number of Managed Accounts | $452,000 | 299 |
| Number of Non-Managed Accounts | $6,000 | 714 |
| Total fiduciary and related assets | $696,772,000 | 248 |
| Managed Assets ($) | $692,894,000 | 209 |
| Non-managed Assets ($) | $3,878,000 | 628 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,883,000 | 287 |
| 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 | $442,000 | 292 |
| Number of Managed Accounts | $437,000 | 264 |
| Number of Non-Managed Accounts | $5,000 | 321 |
| Total fiduciary and related assets | $671,366,000 | 242 |
| Managed Assets ($) | $667,774,000 | 204 |
| Non-managed Assets ($) | $3,592,000 | 325 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,038,000 | 295 |
| 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 | $434,000 | 318 |
| Number of Managed Accounts | $429,000 | 286 |
| Number of Non-Managed Accounts | $5,000 | 357 |
| Total fiduciary and related assets | $651,979,000 | 247 |
| Managed Assets ($) | $648,377,000 | 208 |
| Non-managed Assets ($) | $3,602,000 | 362 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,335,000 | 298 |
| 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 | $436,000 | 322 |
| Number of Managed Accounts | $430,000 | 289 |
| Number of Non-Managed Accounts | $6,000 | 359 |
| Total fiduciary and related assets | $584,193,000 | 261 |
| Managed Assets ($) | $579,585,000 | 228 |
| Non-managed Assets ($) | $4,608,000 | 365 |
| Memoranda | ||
| Gross Fiduciary activities income | $642,000 | 303 |
| 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 | $427,000 | 365 |
| Number of Managed Accounts | $421,000 | 311 |
| Number of Non-Managed Accounts | $6,000 | 738 |
| Total fiduciary and related assets | $558,331,000 | 261 |
| Managed Assets ($) | $553,986,000 | 226 |
| Non-managed Assets ($) | $4,345,000 | 641 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,659,000 | 299 |
| 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 | $423,000 | 320 |
| Number of Managed Accounts | $417,000 | 291 |
| Number of Non-Managed Accounts | $6,000 | 361 |
| Total fiduciary and related assets | $578,931,000 | 262 |
| Managed Assets ($) | $574,129,000 | 224 |
| Non-managed Assets ($) | $4,802,000 | 368 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,914,000 | 310 |
| 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 | $416,000 | 325 |
| Number of Managed Accounts | $410,000 | 295 |
| Number of Non-Managed Accounts | $6,000 | 361 |
| Total fiduciary and related assets | $570,983,000 | 263 |
| Managed Assets ($) | $562,546,000 | 223 |
| Non-managed Assets ($) | $8,437,000 | 354 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,266,000 | 308 |
| 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 | $426,000 | 327 |
| Number of Managed Accounts | $420,000 | 296 |
| Number of Non-Managed Accounts | $6,000 | 365 |
| Total fiduciary and related assets | $537,919,000 | 272 |
| Managed Assets ($) | $532,797,000 | 226 |
| Non-managed Assets ($) | $5,122,000 | 368 |
| Memoranda | ||
| Gross Fiduciary activities income | $631,000 | 310 |
| 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 | $416,000 | 378 |
| Number of Managed Accounts | $410,000 | 317 |
| Number of Non-Managed Accounts | $6,000 | 766 |
| Total fiduciary and related assets | $542,387,000 | 270 |
| Managed Assets ($) | $537,293,000 | 226 |
| Non-managed Assets ($) | $5,094,000 | 652 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,411,000 | 307 |
| 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 | $404,000 | 327 |
| Number of Managed Accounts | $398,000 | 296 |
| Number of Non-Managed Accounts | $6,000 | 353 |
| Total fiduciary and related assets | $508,520,000 | 280 |
| Managed Assets ($) | $503,448,000 | 229 |
| Non-managed Assets ($) | $5,072,000 | 361 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,688,000 | 319 |
| 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 | $395,000 | 330 |
| Number of Managed Accounts | $389,000 | 298 |
| Number of Non-Managed Accounts | $6,000 | 359 |
| Total fiduciary and related assets | $455,354,000 | 293 |
| Managed Assets ($) | $450,289,000 | 247 |
| Non-managed Assets ($) | $5,065,000 | 365 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,112,000 | 323 |
| 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 | $404,000 | 329 |
| Number of Managed Accounts | $398,000 | 298 |
| Number of Non-Managed Accounts | $6,000 | 363 |
| Total fiduciary and related assets | $449,651,000 | 296 |
| Managed Assets ($) | $443,638,000 | 250 |
| Non-managed Assets ($) | $6,013,000 | 366 |
| Memoranda | ||
| Gross Fiduciary activities income | $549,000 | 323 |
| 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 | $394,000 | 394 |
| Number of Managed Accounts | $388,000 | 320 |
| Number of Non-Managed Accounts | $6,000 | 784 |
| Total fiduciary and related assets | $442,793,000 | 291 |
| Managed Assets ($) | $436,661,000 | 251 |
| Non-managed Assets ($) | $6,132,000 | 642 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,124,000 | 322 |
| 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 | $371,000 | 343 |
| Number of Managed Accounts | $365,000 | 304 |
| Number of Non-Managed Accounts | $6,000 | 369 |
| Total fiduciary and related assets | $331,768,000 | 332 |
| Managed Assets ($) | $325,357,000 | 287 |
| Non-managed Assets ($) | $6,411,000 | 364 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,504,000 | 338 |
| 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 | $366,000 | 348 |
| Number of Managed Accounts | $360,000 | 303 |
| Number of Non-Managed Accounts | $6,000 | 369 |
| Total fiduciary and related assets | $316,696,000 | 341 |
| Managed Assets ($) | $315,696,000 | 295 |
| Non-managed Assets ($) | $1,000,000 | 390 |
| Memoranda | ||
| Gross Fiduciary activities income | $981,000 | 340 |
| 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 | $389,000 | 338 |
| Number of Managed Accounts | $384,000 | 298 |
| Number of Non-Managed Accounts | $5,000 | 379 |
| Total fiduciary and related assets | $314,633,000 | 342 |
| Managed Assets ($) | $313,638,000 | 295 |
| Non-managed Assets ($) | $995,000 | 392 |
| Memoranda | ||
| Gross Fiduciary activities income | $487,000 | 336 |
| 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 | $380,000 | 403 |
| Number of Managed Accounts | $375,000 | 324 |
| Number of Non-Managed Accounts | $5,000 | 852 |
| Total fiduciary and related assets | $308,249,000 | 346 |
| Managed Assets ($) | $307,260,000 | 297 |
| Non-managed Assets ($) | $989,000 | 839 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,992,000 | 336 |
| 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 | $372,000 | 344 |
| Number of Managed Accounts | $367,000 | 303 |
| Number of Non-Managed Accounts | $5,000 | 374 |
| Total fiduciary and related assets | $295,756,000 | 351 |
| Managed Assets ($) | $294,842,000 | 300 |
| Non-managed Assets ($) | $914,000 | 384 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,424,000 | 346 |
| 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 | $362,000 | 347 |
| Number of Managed Accounts | $357,000 | 308 |
| Number of Non-Managed Accounts | $5,000 | 378 |
| Total fiduciary and related assets | $308,189,000 | 352 |
| Managed Assets ($) | $307,260,000 | 300 |
| Non-managed Assets ($) | $929,000 | 391 |
| Memoranda | ||
| Gross Fiduciary activities income | $946,000 | 347 |
| 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 | $383,000 | 341 |
| Number of Managed Accounts | $378,000 | 303 |
| Number of Non-Managed Accounts | $5,000 | 378 |
| Total fiduciary and related assets | $307,274,000 | 358 |
| Managed Assets ($) | $306,345,000 | 301 |
| Non-managed Assets ($) | $929,000 | 392 |
| 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 | $370,000 | 425 |
| Number of Managed Accounts | $369,000 | 337 |
| Number of Non-Managed Accounts | $1,000 | 1,018 |
| Total fiduciary and related assets | $301,641,000 | 360 |
| Managed Assets ($) | $301,581,000 | 302 |
| Non-managed Assets ($) | $60,000 | 1,030 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,986,000 | 338 |
| 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 | $360,000 | 355 |
| Number of Managed Accounts | $360,000 | 306 |
| Number of Non-Managed Accounts | $0 | 402 |
| Total fiduciary and related assets | $286,598,000 | 363 |
| Managed Assets ($) | $286,598,000 | 309 |
| Non-managed Assets ($) | $0 | 400 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,392,000 | 349 |
| 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 | $354,000 | 356 |
| Number of Managed Accounts | $354,000 | 313 |
| Number of Non-Managed Accounts | $0 | 404 |
| Total fiduciary and related assets | $284,823,000 | 366 |
| Managed Assets ($) | $284,823,000 | 307 |
| Non-managed Assets ($) | $0 | 402 |
| Memoranda | ||
| Gross Fiduciary activities income | $917,000 | 350 |
| 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 | $372,000 | 354 |
| Number of Managed Accounts | $372,000 | 307 |
| Number of Non-Managed Accounts | $0 | 408 |
| Total fiduciary and related assets | $283,330,000 | 363 |
| Managed Assets ($) | $283,330,000 | 305 |
| Non-managed Assets ($) | $0 | 406 |
| Memoranda | ||
| Gross Fiduciary activities income | $462,000 | 350 |
| 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 | $362,000 | 437 |
| Number of Managed Accounts | $362,000 | 344 |
| Number of Non-Managed Accounts | $0 | 1,110 |
| Total fiduciary and related assets | $280,413,000 | 364 |
| Managed Assets ($) | $280,413,000 | 305 |
| Non-managed Assets ($) | $0 | 1,098 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,784,000 | 343 |
| 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 | $350,000 | 342 |
| Number of Managed Accounts | $350,000 | 303 |
| Number of Non-Managed Accounts | $0 | 390 |
| Total fiduciary and related assets | $267,553,000 | 357 |
| Managed Assets ($) | $267,553,000 | 300 |
| Non-managed Assets ($) | $0 | 388 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,245,000 | 359 |
| 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 | $339,000 | 347 |
| Number of Managed Accounts | $339,000 | 307 |
| Number of Non-Managed Accounts | $0 | 391 |
| Total fiduciary and related assets | $254,372,000 | 362 |
| Managed Assets ($) | $254,372,000 | 298 |
| Non-managed Assets ($) | $0 | 389 |
| Memoranda | ||
| Gross Fiduciary activities income | $832,000 | 357 |
| 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 | $348,000 | 348 |
| Number of Managed Accounts | $348,000 | 304 |
| Number of Non-Managed Accounts | $0 | 394 |
| Total fiduciary and related assets | $250,682,000 | 365 |
| Managed Assets ($) | $250,682,000 | 298 |
| Non-managed Assets ($) | $0 | 392 |
| Memoranda | ||
| Gross Fiduciary activities income | $420,000 | 353 |
| 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 | $341,000 | 447 |
| Number of Managed Accounts | $341,000 | 361 |
| Number of Non-Managed Accounts | $0 | 1,135 |
| Total fiduciary and related assets | $243,445,000 | 377 |
| Managed Assets ($) | $243,445,000 | 303 |
| Non-managed Assets ($) | $0 | 1,126 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,615,000 | 351 |
| 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 | $328,000 | 340 |
| Number of Managed Accounts | $328,000 | 306 |
| Number of Non-Managed Accounts | $0 | 373 |
| Total fiduciary and related assets | $234,951,000 | 352 |
| Managed Assets ($) | $234,951,000 | 298 |
| Non-managed Assets ($) | $0 | 370 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,138,000 | 358 |
| 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 | $324,000 | 340 |
| Number of Managed Accounts | $324,000 | 301 |
| Number of Non-Managed Accounts | $0 | 373 |
| Total fiduciary and related assets | $223,589,000 | 354 |
| Managed Assets ($) | $223,589,000 | 300 |
| Non-managed Assets ($) | $0 | 372 |
| Memoranda | ||
| Gross Fiduciary activities income | $762,000 | 361 |
| 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 | $341,000 | 335 |
| Number of Managed Accounts | $341,000 | 295 |
| Number of Non-Managed Accounts | $0 | 372 |
| Total fiduciary and related assets | $226,874,000 | 353 |
| Managed Assets ($) | $226,874,000 | 301 |
| Non-managed Assets ($) | $0 | 371 |
| Memoranda | ||
| Gross Fiduciary activities income | $386,000 | 351 |
| 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 | $339,000 | 446 |
| Number of Managed Accounts | $339,000 | 362 |
| Number of Non-Managed Accounts | $0 | 1,166 |
| Total fiduciary and related assets | $220,307,000 | 379 |
| Managed Assets ($) | $220,307,000 | 310 |
| Non-managed Assets ($) | $0 | 1,160 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,494,000 | 326 |
| 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 | $335,000 | 336 |
| Number of Managed Accounts | $335,000 | 298 |
| Number of Non-Managed Accounts | $0 | 395 |
| Total fiduciary and related assets | $209,003,000 | 351 |
| Managed Assets ($) | $209,003,000 | 298 |
| Non-managed Assets ($) | $0 | 393 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,077,000 | 326 |
| 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 | $320,000 | 345 |
| Number of Managed Accounts | $320,000 | 303 |
| Number of Non-Managed Accounts | $0 | 400 |
| Total fiduciary and related assets | $216,032,000 | 357 |
| Managed Assets ($) | $216,032,000 | 308 |
| Non-managed Assets ($) | $0 | 398 |
| Memoranda | ||
| Gross Fiduciary activities income | $730,000 | 329 |
| 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 | $331,000 | 347 |
| Number of Managed Accounts | $331,000 | 305 |
| Number of Non-Managed Accounts | $0 | 404 |
| Total fiduciary and related assets | $219,346,000 | 361 |
| Managed Assets ($) | $219,346,000 | 313 |
| Non-managed Assets ($) | $0 | 403 |
| Memoranda | ||
| Gross Fiduciary activities income | $359,000 | 335 |
| 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 | $329,000 | 478 |
| Number of Managed Accounts | $329,000 | 378 |
| Number of Non-Managed Accounts | $0 | 1,219 |
| Total fiduciary and related assets | $215,262,000 | 389 |
| Managed Assets ($) | $215,262,000 | 320 |
| Non-managed Assets ($) | $0 | 1,212 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,470,000 | 319 |
| 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 | $323,000 | 337 |
| Number of Managed Accounts | $323,000 | 296 |
| Number of Non-Managed Accounts | $0 | 391 |
| Total fiduciary and related assets | $203,897,000 | 347 |
| Managed Assets ($) | $203,897,000 | 295 |
| Non-managed Assets ($) | $0 | 389 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,042,000 | 330 |
| 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 | $319,000 | 337 |
| Number of Managed Accounts | $319,000 | 296 |
| Number of Non-Managed Accounts | $0 | 394 |
| Total fiduciary and related assets | $193,350,000 | 347 |
| Managed Assets ($) | $193,350,000 | 296 |
| Non-managed Assets ($) | $0 | 392 |
| Memoranda | ||
| Gross Fiduciary activities income | $694,000 | 331 |
| 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 | $339,000 | 337 |
| Number of Managed Accounts | $339,000 | 294 |
| Number of Non-Managed Accounts | $0 | 401 |
| Total fiduciary and related assets | $202,404,000 | 355 |
| Managed Assets ($) | $202,404,000 | 299 |
| Non-managed Assets ($) | $0 | 399 |
| Memoranda | ||
| Gross Fiduciary activities income | $325,000 | 348 |
| 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 | $339,000 | 478 |
| Number of Managed Accounts | $339,000 | 368 |
| Number of Non-Managed Accounts | $0 | 1,248 |
| Total fiduciary and related assets | $192,995,000 | 403 |
| Managed Assets ($) | $192,995,000 | 327 |
| Non-managed Assets ($) | $0 | 1,242 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,301,000 | 330 |
| 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 | $331,000 | 329 |
| Number of Managed Accounts | $331,000 | 288 |
| Number of Non-Managed Accounts | $0 | 386 |
| Total fiduciary and related assets | $181,585,000 | 345 |
| Managed Assets ($) | $181,585,000 | 302 |
| Non-managed Assets ($) | $0 | 385 |
| Memoranda | ||
| Gross Fiduciary activities income | $914,000 | 343 |
| 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 | $336,000 | 335 |
| Number of Managed Accounts | $336,000 | 294 |
| Number of Non-Managed Accounts | $0 | 393 |
| Total fiduciary and related assets | $170,622,000 | 350 |
| Managed Assets ($) | $170,622,000 | 312 |
| Non-managed Assets ($) | $0 | 391 |
| Memoranda | ||
| Gross Fiduciary activities income | $576,000 | 355 |
| 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 | $357,000 | 330 |
| Number of Managed Accounts | $357,000 | 289 |
| Number of Non-Managed Accounts | $0 | 393 |
| Total fiduciary and related assets | $162,121,000 | 352 |
| Managed Assets ($) | $162,121,000 | 312 |
| Non-managed Assets ($) | $0 | 392 |
| Memoranda | ||
| Gross Fiduciary activities income | $276,000 | 367 |
| 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 | $363,000 | 463 |
| Number of Managed Accounts | $363,000 | 353 |
| Number of Non-Managed Accounts | $0 | 1,251 |
| Total fiduciary and related assets | $171,196,000 | 420 |
| Managed Assets ($) | $171,196,000 | 343 |
| Non-managed Assets ($) | $0 | 1,241 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,348,000 | 346 |
| 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 | $357,000 | 345 |
| Number of Managed Accounts | $357,000 | 299 |
| Number of Non-Managed Accounts | $0 | 421 |
| Total fiduciary and related assets | $184,565,000 | 373 |
| Managed Assets ($) | $184,565,000 | 325 |
| Non-managed Assets ($) | $0 | 420 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,007,000 | 350 |
| 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 | $351,000 | 353 |
| Number of Managed Accounts | $351,000 | 302 |
| Number of Non-Managed Accounts | $0 | 427 |
| Total fiduciary and related assets | $191,192,000 | 380 |
| Managed Assets ($) | $191,192,000 | 330 |
| Non-managed Assets ($) | $0 | 426 |
| Memoranda | ||
| Gross Fiduciary activities income | $665,000 | 358 |
| 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 | $344,000 | 358 |
| Number of Managed Accounts | $344,000 | 308 |
| Number of Non-Managed Accounts | $0 | 433 |
| Total fiduciary and related assets | $190,135,000 | 390 |
| Managed Assets ($) | $190,135,000 | 340 |
| Non-managed Assets ($) | $0 | 431 |
| Memoranda | ||
| Gross Fiduciary activities income | $324,000 | 364 |
| 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 | $362,000 | 477 |
| Number of Managed Accounts | $362,000 | 355 |
| Number of Non-Managed Accounts | $0 | 1,300 |
| Total fiduciary and related assets | $201,932,000 | 435 |
| Managed Assets ($) | $201,932,000 | 360 |
| Non-managed Assets ($) | $0 | 1,291 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,420,000 | 342 |
| 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 | $360,000 | 344 |
| Number of Managed Accounts | $360,000 | 296 |
| Number of Non-Managed Accounts | $0 | 417 |
| Total fiduciary and related assets | $202,754,000 | 369 |
| Managed Assets ($) | $202,754,000 | 328 |
| Non-managed Assets ($) | $0 | 416 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,027,000 | 342 |
| 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 | $344,000 | 351 |
| Number of Managed Accounts | $344,000 | 301 |
| Number of Non-Managed Accounts | $0 | 422 |
| Total fiduciary and related assets | $197,411,000 | 379 |
| Managed Assets ($) | $197,411,000 | 334 |
| Non-managed Assets ($) | $0 | 421 |
| Memoranda | ||
| Gross Fiduciary activities income | $685,000 | 345 |
| 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 | $339,000 | 349 |
| Number of Managed Accounts | $339,000 | 300 |
| Number of Non-Managed Accounts | $0 | 425 |
| Total fiduciary and related assets | $191,139,000 | 380 |
| Managed Assets ($) | $191,139,000 | 340 |
| Non-managed Assets ($) | $0 | 424 |
| Memoranda | ||
| Gross Fiduciary activities income | $326,000 | 358 |
| 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 | $340,000 | 471 |
| Number of Managed Accounts | $340,000 | 358 |
| Number of Non-Managed Accounts | $0 | 1,332 |
| Total fiduciary and related assets | $193,542,000 | 436 |
| Managed Assets ($) | $193,542,000 | 364 |
| Non-managed Assets ($) | $0 | 1,321 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,298,000 | 343 |
| 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 | $338,000 | 344 |
| Number of Managed Accounts | $338,000 | 296 |
| Number of Non-Managed Accounts | $0 | 409 |
| Total fiduciary and related assets | $183,950,000 | 368 |
| Managed Assets ($) | $183,950,000 | 324 |
| Non-managed Assets ($) | $0 | 408 |
| Memoranda | ||
| Gross Fiduciary activities income | $902,000 | 360 |
| 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 | $353,000 | 349 |
| Number of Managed Accounts | $353,000 | 297 |
| Number of Non-Managed Accounts | $0 | 412 |
| Total fiduciary and related assets | $179,042,000 | 374 |
| Managed Assets ($) | $179,042,000 | 330 |
| Non-managed Assets ($) | $0 | 411 |
| Memoranda | ||
| Gross Fiduciary activities income | $587,000 | 366 |
| 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 | $349,000 | 354 |
| Number of Managed Accounts | $349,000 | 302 |
| Number of Non-Managed Accounts | $0 | 423 |
| Total fiduciary and related assets | $179,189,000 | 380 |
| Managed Assets ($) | $179,189,000 | 333 |
| Non-managed Assets ($) | $0 | 422 |
| Memoranda | ||
| Gross Fiduciary activities income | $291,000 | 367 |
| 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 | $365,000 | 467 |
| Number of Managed Accounts | $365,000 | 358 |
| Number of Non-Managed Accounts | $0 | 1,373 |
| Total fiduciary and related assets | $169,319,000 | 458 |
| Managed Assets ($) | $169,319,000 | 377 |
| Non-managed Assets ($) | $0 | 1,365 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,259,000 | 355 |
| 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 | $357,000 | 343 |
| Number of Managed Accounts | $357,000 | 295 |
| Number of Non-Managed Accounts | $0 | 414 |
| Total fiduciary and related assets | $165,687,000 | 370 |
| Managed Assets ($) | $165,687,000 | 330 |
| Non-managed Assets ($) | $0 | 412 |
| Memoranda | ||
| Gross Fiduciary activities income | $892,000 | 357 |
| 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 | $345,000 | 356 |
| Number of Managed Accounts | $345,000 | 303 |
| Number of Non-Managed Accounts | $0 | 431 |
| Total fiduciary and related assets | $159,685,000 | 387 |
| Managed Assets ($) | $159,685,000 | 340 |
| Non-managed Assets ($) | $0 | 429 |
| Memoranda | ||
| Gross Fiduciary activities income | $587,000 | 359 |
| 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 | $341,000 | 360 |
| Number of Managed Accounts | $341,000 | 307 |
| Number of Non-Managed Accounts | $0 | 433 |
| Total fiduciary and related assets | $158,300,000 | 385 |
| Managed Assets ($) | $158,300,000 | 338 |
| Non-managed Assets ($) | $0 | 431 |
| Memoranda | ||
| Gross Fiduciary activities income | $285,000 | 364 |
| 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 | $347,000 | 491 |
| Number of Managed Accounts | $347,000 | 365 |
| Number of Non-Managed Accounts | $0 | 1,368 |
| Total fiduciary and related assets | $157,586,000 | 458 |
| Managed Assets ($) | $157,586,000 | 376 |
| Non-managed Assets ($) | $0 | 1,358 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,157,000 | 352 |
| 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 | $338,000 | 352 |
| Number of Managed Accounts | $338,000 | 302 |
| Number of Non-Managed Accounts | $0 | 423 |
| Total fiduciary and related assets | $151,081,000 | 377 |
| Managed Assets ($) | $151,081,000 | 328 |
| Non-managed Assets ($) | $0 | 421 |
| Memoranda | ||
| Gross Fiduciary activities income | $827,000 | 361 |
| 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 | $332,000 | 359 |
| Number of Managed Accounts | $332,000 | 306 |
| Number of Non-Managed Accounts | $0 | 432 |
| Total fiduciary and related assets | $150,248,000 | 385 |
| Managed Assets ($) | $150,248,000 | 332 |
| Non-managed Assets ($) | $0 | 429 |
| Memoranda | ||
| Gross Fiduciary activities income | $525,000 | 373 |
| 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 | $321,000 | 362 |
| Number of Managed Accounts | $321,000 | 313 |
| Number of Non-Managed Accounts | $0 | 438 |
| Total fiduciary and related assets | $151,956,000 | 391 |
| Managed Assets ($) | $151,956,000 | 343 |
| Non-managed Assets ($) | $0 | 436 |
| Memoranda | ||
| Gross Fiduciary activities income | $262,000 | 373 |
| 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 | $322,000 | 519 |
| Number of Managed Accounts | $322,000 | 388 |
| Number of Non-Managed Accounts | $0 | 1,417 |
| Total fiduciary and related assets | $148,463,000 | 470 |
| Managed Assets ($) | $148,463,000 | 390 |
| Non-managed Assets ($) | $0 | 1,404 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,041,000 | 374 |
| 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 | $319,000 | 373 |
| Number of Managed Accounts | $319,000 | 318 |
| Number of Non-Managed Accounts | $0 | 446 |
| Total fiduciary and related assets | $143,718,000 | 394 |
| Managed Assets ($) | $143,718,000 | 341 |
| Non-managed Assets ($) | $0 | 445 |
| Memoranda | ||
| Gross Fiduciary activities income | $731,000 | 397 |
| 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 | $300,000 | 381 |
| Number of Managed Accounts | $300,000 | 327 |
| Number of Non-Managed Accounts | $0 | 448 |
| Total fiduciary and related assets | $141,607,000 | 393 |
| Managed Assets ($) | $141,607,000 | 344 |
| Non-managed Assets ($) | $0 | 447 |
| Memoranda | ||
| Gross Fiduciary activities income | $467,000 | 409 |
| 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 | $301,000 | 395 |
| Number of Managed Accounts | $301,000 | 337 |
| Number of Non-Managed Accounts | $0 | 460 |
| Total fiduciary and related assets | $133,456,000 | 404 |
| Managed Assets ($) | $133,456,000 | 355 |
| Non-managed Assets ($) | $0 | 458 |
| Memoranda | ||
| Gross Fiduciary activities income | $225,000 | 423 |
| 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 | $300,000 | 569 |
| Number of Managed Accounts | $300,000 | 433 |
| Number of Non-Managed Accounts | $0 | 1,465 |
| Total fiduciary and related assets | $136,342,000 | 495 |
| Managed Assets ($) | $136,342,000 | 409 |
| Non-managed Assets ($) | $0 | 1,452 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,002,000 | 407 |
| 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 | $308,000 | 528 |
| Number of Managed Accounts | $307,000 | 403 |
| Number of Non-Managed Accounts | $1,000 | 1,287 |
| Total fiduciary and related assets | $147,204,000 | 449 |
| Managed Assets ($) | $147,204,000 | 379 |
| Non-managed Assets ($) | $0 | 1,377 |
| Memoranda | ||
| Gross Fiduciary activities income | $995,000 | 425 |
| 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 | $1,046,000 | 414 |
| 1999-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1998-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1997-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |