Home > First Citizens Bank > Fiduciary and Related Services
First Citizens Bank, Fiduciary and Related Services
| 2023-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 4 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,133,000 | 229 |
| Number of Managed Accounts | $1,010,000 | 206 |
| Number of Non-Managed Accounts | $123,000 | 232 |
| Total fiduciary and related assets | $889,449,000 | 266 |
| Managed Assets ($) | $708,465,000 | 253 |
| Non-managed Assets ($) | $180,984,000 | 225 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,416,000 | 279 |
| 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 | $0 | 375 |
| Number of Managed Accounts | $0 | 366 |
| Number of Non-Managed Accounts | $0 | 365 |
| Total fiduciary and related assets | $0 | 376 |
| Managed Assets ($) | $0 | 366 |
| Non-managed Assets ($) | $0 | 363 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,286,000 | 279 |
| 2023-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 3 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,111,000 | 221 |
| Number of Managed Accounts | $1,001,000 | 196 |
| Number of Non-Managed Accounts | $110,000 | 205 |
| Total fiduciary and related assets | $863,309,000 | 259 |
| Managed Assets ($) | $641,524,000 | 258 |
| Non-managed Assets ($) | $221,785,000 | 197 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,077,000 | 281 |
| 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 | $0 | 384 |
| Number of Managed Accounts | $0 | 375 |
| Number of Non-Managed Accounts | $0 | 373 |
| Total fiduciary and related assets | $0 | 384 |
| Managed Assets ($) | $0 | 375 |
| Non-managed Assets ($) | $0 | 373 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,052,000 | 291 |
| 2022-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,121,000 | 230 |
| Number of Managed Accounts | $989,000 | 205 |
| Number of Non-Managed Accounts | $132,000 | 229 |
| Total fiduciary and related assets | $840,823,000 | 269 |
| Managed Assets ($) | $503,040,000 | 297 |
| Non-managed Assets ($) | $337,783,000 | 172 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,114,000 | 296 |
| 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 | $0 | 399 |
| Number of Managed Accounts | $0 | 389 |
| Number of Non-Managed Accounts | $0 | 385 |
| Total fiduciary and related assets | $0 | 399 |
| Managed Assets ($) | $0 | 389 |
| Non-managed Assets ($) | $0 | 385 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,016,000 | 297 |
| 2022-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,063,000 | 213 |
| Number of Managed Accounts | $935,000 | 194 |
| Number of Non-Managed Accounts | $128,000 | 174 |
| Total fiduciary and related assets | $807,625,000 | 232 |
| Managed Assets ($) | $478,895,000 | 263 |
| Non-managed Assets ($) | $328,730,000 | 145 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,002,000 | 263 |
| 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 | $0 | 359 |
| Number of Managed Accounts | $0 | 350 |
| Number of Non-Managed Accounts | $0 | 347 |
| Total fiduciary and related assets | $0 | 358 |
| Managed Assets ($) | $0 | 350 |
| Non-managed Assets ($) | $0 | 346 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,006,000 | 267 |
| 2021-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,014,000 | 226 |
| Number of Managed Accounts | $867,000 | 209 |
| Number of Non-Managed Accounts | $147,000 | 193 |
| Total fiduciary and related assets | $827,937,000 | 245 |
| Managed Assets ($) | $512,993,000 | 272 |
| Non-managed Assets ($) | $314,944,000 | 164 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,993,000 | 262 |
| 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 | $0 | 343 |
| Number of Managed Accounts | $0 | 335 |
| Number of Non-Managed Accounts | $0 | 330 |
| Total fiduciary and related assets | $0 | 343 |
| Managed Assets ($) | $0 | 335 |
| Non-managed Assets ($) | $0 | 330 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,782,000 | 271 |
| 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 | $938,000 | 232 |
| Number of Managed Accounts | $796,000 | 223 |
| Number of Non-Managed Accounts | $142,000 | 159 |
| Total fiduciary and related assets | $778,908,000 | 249 |
| Managed Assets ($) | $482,367,000 | 270 |
| Non-managed Assets ($) | $296,541,000 | 165 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,877,000 | 268 |
| 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 | $0 | 345 |
| Number of Managed Accounts | $0 | 337 |
| Number of Non-Managed Accounts | $0 | 333 |
| Total fiduciary and related assets | $0 | 345 |
| Managed Assets ($) | $0 | 337 |
| Non-managed Assets ($) | $0 | 332 |
| Memoranda | ||
| Gross Fiduciary activities income | $853,000 | 280 |
| 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 | $850,000 | 247 |
| Number of Managed Accounts | $709,000 | 237 |
| Number of Non-Managed Accounts | $141,000 | 201 |
| Total fiduciary and related assets | $751,441,000 | 246 |
| Managed Assets ($) | $471,578,000 | 271 |
| Non-managed Assets ($) | $279,863,000 | 168 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,342,000 | 266 |
| 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 | $0 | 346 |
| Number of Managed Accounts | $0 | 338 |
| Number of Non-Managed Accounts | $0 | 335 |
| Total fiduciary and related assets | $0 | 346 |
| Managed Assets ($) | $0 | 338 |
| Non-managed Assets ($) | $0 | 335 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,428,000 | 266 |
| 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 | $803,000 | 245 |
| Number of Managed Accounts | $657,000 | 245 |
| Number of Non-Managed Accounts | $146,000 | 166 |
| Total fiduciary and related assets | $671,200,000 | 249 |
| Managed Assets ($) | $422,263,000 | 270 |
| Non-managed Assets ($) | $248,937,000 | 167 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,590,000 | 269 |
| 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 | $0 | 351 |
| Number of Managed Accounts | $0 | 342 |
| Number of Non-Managed Accounts | $0 | 338 |
| Total fiduciary and related assets | $0 | 351 |
| Managed Assets ($) | $0 | 342 |
| Non-managed Assets ($) | $0 | 338 |
| Memoranda | ||
| Gross Fiduciary activities income | $831,000 | 269 |
| 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 | $784,000 | 259 |
| Number of Managed Accounts | $640,000 | 253 |
| Number of Non-Managed Accounts | $144,000 | 214 |
| Total fiduciary and related assets | $679,045,000 | 252 |
| Managed Assets ($) | $442,549,000 | 270 |
| Non-managed Assets ($) | $236,496,000 | 165 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,089,000 | 274 |
| 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 | $0 | 357 |
| Number of Managed Accounts | $0 | 349 |
| Number of Non-Managed Accounts | $0 | 341 |
| Total fiduciary and related assets | $0 | 357 |
| Managed Assets ($) | $0 | 349 |
| Non-managed Assets ($) | $0 | 341 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,166,000 | 285 |
| 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 | $719,000 | 254 |
| Number of Managed Accounts | $575,000 | 254 |
| Number of Non-Managed Accounts | $144,000 | 166 |
| Total fiduciary and related assets | $636,886,000 | 251 |
| Managed Assets ($) | $415,446,000 | 272 |
| Non-managed Assets ($) | $221,440,000 | 168 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,486,000 | 284 |
| 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 | $663,000 | 269 |
| Number of Managed Accounts | $519,000 | 268 |
| Number of Non-Managed Accounts | $144,000 | 170 |
| Total fiduciary and related assets | $619,243,000 | 253 |
| Managed Assets ($) | $401,783,000 | 271 |
| Non-managed Assets ($) | $217,460,000 | 167 |
| Memoranda | ||
| Gross Fiduciary activities income | $686,000 | 292 |
| 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 | $615,000 | 297 |
| Number of Managed Accounts | $469,000 | 297 |
| Number of Non-Managed Accounts | $146,000 | 211 |
| Total fiduciary and related assets | $572,496,000 | 255 |
| Managed Assets ($) | $370,139,000 | 274 |
| Non-managed Assets ($) | $202,357,000 | 173 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,695,000 | 295 |
| 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 | $531,000 | 293 |
| Number of Managed Accounts | $388,000 | 299 |
| Number of Non-Managed Accounts | $143,000 | 167 |
| Total fiduciary and related assets | $584,492,000 | 260 |
| Managed Assets ($) | $371,907,000 | 286 |
| Non-managed Assets ($) | $212,585,000 | 176 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,048,000 | 293 |
| 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 | $527,000 | 297 |
| Number of Managed Accounts | $385,000 | 301 |
| Number of Non-Managed Accounts | $142,000 | 173 |
| Total fiduciary and related assets | $574,840,000 | 262 |
| Managed Assets ($) | $366,573,000 | 286 |
| Non-managed Assets ($) | $208,267,000 | 180 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,440,000 | 289 |
| 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 | $521,000 | 300 |
| Number of Managed Accounts | $379,000 | 305 |
| Number of Non-Managed Accounts | $142,000 | 174 |
| Total fiduciary and related assets | $564,978,000 | 264 |
| Managed Assets ($) | $361,831,000 | 284 |
| Non-managed Assets ($) | $203,147,000 | 181 |
| Memoranda | ||
| Gross Fiduciary activities income | $718,000 | 290 |
| 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 | $523,000 | 332 |
| Number of Managed Accounts | $385,000 | 327 |
| Number of Non-Managed Accounts | $138,000 | 225 |
| Total fiduciary and related assets | $576,443,000 | 261 |
| Managed Assets ($) | $368,773,000 | 282 |
| Non-managed Assets ($) | $207,670,000 | 181 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,126,000 | 328 |
| 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 | $512,000 | 298 |
| Number of Managed Accounts | $375,000 | 302 |
| Number of Non-Managed Accounts | $137,000 | 172 |
| Total fiduciary and related assets | $563,456,000 | 263 |
| Managed Assets ($) | $360,078,000 | 285 |
| Non-managed Assets ($) | $203,378,000 | 186 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,610,000 | 326 |
| 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 | $496,000 | 307 |
| Number of Managed Accounts | $363,000 | 306 |
| Number of Non-Managed Accounts | $133,000 | 175 |
| Total fiduciary and related assets | $557,843,000 | 259 |
| Managed Assets ($) | $355,766,000 | 281 |
| Non-managed Assets ($) | $202,077,000 | 183 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,122,000 | 322 |
| 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 | $480,000 | 308 |
| Number of Managed Accounts | $364,000 | 307 |
| Number of Non-Managed Accounts | $116,000 | 187 |
| Total fiduciary and related assets | $528,494,000 | 264 |
| Managed Assets ($) | $350,029,000 | 286 |
| Non-managed Assets ($) | $178,465,000 | 188 |
| Memoranda | ||
| Gross Fiduciary activities income | $522,000 | 329 |
| 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 | $444,000 | 362 |
| Number of Managed Accounts | $340,000 | 350 |
| Number of Non-Managed Accounts | $104,000 | 265 |
| Total fiduciary and related assets | $507,365,000 | 262 |
| Managed Assets ($) | $336,589,000 | 287 |
| Non-managed Assets ($) | $170,776,000 | 190 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,095,000 | 325 |
| 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 | $449,000 | 316 |
| Number of Managed Accounts | $347,000 | 307 |
| Number of Non-Managed Accounts | $102,000 | 194 |
| Total fiduciary and related assets | $490,104,000 | 269 |
| Managed Assets ($) | $343,855,000 | 281 |
| Non-managed Assets ($) | $146,249,000 | 202 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,584,000 | 324 |
| 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 | $451,000 | 315 |
| Number of Managed Accounts | $347,000 | 308 |
| Number of Non-Managed Accounts | $104,000 | 200 |
| Total fiduciary and related assets | $490,948,000 | 270 |
| Managed Assets ($) | $344,521,000 | 280 |
| Non-managed Assets ($) | $146,427,000 | 201 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,065,000 | 322 |
| 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 | $461,000 | 318 |
| Number of Managed Accounts | $360,000 | 306 |
| Number of Non-Managed Accounts | $101,000 | 200 |
| Total fiduciary and related assets | $493,330,000 | 266 |
| Managed Assets ($) | $351,273,000 | 272 |
| Non-managed Assets ($) | $142,057,000 | 199 |
| Memoranda | ||
| Gross Fiduciary activities income | $497,000 | 330 |
| 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 | $456,000 | 359 |
| Number of Managed Accounts | $363,000 | 334 |
| Number of Non-Managed Accounts | $93,000 | 293 |
| Total fiduciary and related assets | $482,893,000 | 269 |
| Managed Assets ($) | $342,882,000 | 278 |
| Non-managed Assets ($) | $140,011,000 | 203 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,147,000 | 321 |
| 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 | $462,000 | 318 |
| Number of Managed Accounts | $373,000 | 299 |
| Number of Non-Managed Accounts | $89,000 | 208 |
| Total fiduciary and related assets | $486,439,000 | 267 |
| Managed Assets ($) | $350,415,000 | 268 |
| Non-managed Assets ($) | $136,024,000 | 201 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,666,000 | 319 |
| 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 | $460,000 | 320 |
| Number of Managed Accounts | $377,000 | 300 |
| Number of Non-Managed Accounts | $83,000 | 211 |
| Total fiduciary and related assets | $497,491,000 | 271 |
| Managed Assets ($) | $361,286,000 | 272 |
| Non-managed Assets ($) | $136,205,000 | 202 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,158,000 | 316 |
| 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 | $462,000 | 320 |
| Number of Managed Accounts | $382,000 | 301 |
| Number of Non-Managed Accounts | $80,000 | 214 |
| Total fiduciary and related assets | $492,895,000 | 276 |
| Managed Assets ($) | $378,186,000 | 270 |
| Non-managed Assets ($) | $114,709,000 | 218 |
| Memoranda | ||
| Gross Fiduciary activities income | $537,000 | 325 |
| 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 | $462,000 | 365 |
| Number of Managed Accounts | $383,000 | 324 |
| Number of Non-Managed Accounts | $79,000 | 341 |
| Total fiduciary and related assets | $448,809,000 | 289 |
| Managed Assets ($) | $335,381,000 | 289 |
| Non-managed Assets ($) | $113,428,000 | 218 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,324,000 | 309 |
| 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 | $452,000 | 324 |
| Number of Managed Accounts | $374,000 | 300 |
| Number of Non-Managed Accounts | $78,000 | 223 |
| Total fiduciary and related assets | $454,596,000 | 286 |
| Managed Assets ($) | $345,019,000 | 284 |
| Non-managed Assets ($) | $109,577,000 | 218 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,789,000 | 307 |
| 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 | $456,000 | 323 |
| Number of Managed Accounts | $375,000 | 300 |
| Number of Non-Managed Accounts | $81,000 | 220 |
| Total fiduciary and related assets | $461,855,000 | 281 |
| Managed Assets ($) | $354,712,000 | 277 |
| Non-managed Assets ($) | $107,143,000 | 220 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,205,000 | 305 |
| 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 | $464,000 | 325 |
| Number of Managed Accounts | $382,000 | 303 |
| Number of Non-Managed Accounts | $82,000 | 225 |
| Total fiduciary and related assets | $456,317,000 | 283 |
| Managed Assets ($) | $346,924,000 | 280 |
| Non-managed Assets ($) | $109,393,000 | 213 |
| Memoranda | ||
| Gross Fiduciary activities income | $600,000 | 308 |
| 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 | $454,000 | 374 |
| Number of Managed Accounts | $372,000 | 336 |
| Number of Non-Managed Accounts | $82,000 | 348 |
| Total fiduciary and related assets | $452,194,000 | 282 |
| Managed Assets ($) | $341,900,000 | 281 |
| Non-managed Assets ($) | $110,294,000 | 224 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,108,000 | 316 |
| 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 | $443,000 | 321 |
| Number of Managed Accounts | $361,000 | 298 |
| Number of Non-Managed Accounts | $82,000 | 222 |
| Total fiduciary and related assets | $446,137,000 | 276 |
| Managed Assets ($) | $340,823,000 | 273 |
| Non-managed Assets ($) | $105,314,000 | 215 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,583,000 | 313 |
| 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 | $446,000 | 319 |
| Number of Managed Accounts | $361,000 | 295 |
| Number of Non-Managed Accounts | $85,000 | 222 |
| Total fiduciary and related assets | $427,474,000 | 277 |
| Managed Assets ($) | $325,339,000 | 271 |
| Non-managed Assets ($) | $102,135,000 | 216 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,088,000 | 311 |
| 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 | $444,000 | 320 |
| Number of Managed Accounts | $363,000 | 297 |
| Number of Non-Managed Accounts | $81,000 | 227 |
| Total fiduciary and related assets | $420,172,000 | 279 |
| Managed Assets ($) | $307,958,000 | 280 |
| Non-managed Assets ($) | $112,214,000 | 216 |
| Memoranda | ||
| Gross Fiduciary activities income | $535,000 | 310 |
| 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 | $436,000 | 386 |
| Number of Managed Accounts | $360,000 | 344 |
| Number of Non-Managed Accounts | $76,000 | 375 |
| Total fiduciary and related assets | $392,954,000 | 284 |
| Managed Assets ($) | $294,106,000 | 281 |
| Non-managed Assets ($) | $98,848,000 | 239 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,889,000 | 319 |
| 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 | $437,000 | 316 |
| Number of Managed Accounts | $367,000 | 294 |
| Number of Non-Managed Accounts | $70,000 | 232 |
| Total fiduciary and related assets | $391,489,000 | 284 |
| Managed Assets ($) | $294,908,000 | 276 |
| Non-managed Assets ($) | $96,581,000 | 216 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,401,000 | 320 |
| 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 | $434,000 | 316 |
| Number of Managed Accounts | $371,000 | 288 |
| Number of Non-Managed Accounts | $63,000 | 243 |
| Total fiduciary and related assets | $382,642,000 | 280 |
| Managed Assets ($) | $291,457,000 | 270 |
| Non-managed Assets ($) | $91,185,000 | 221 |
| Memoranda | ||
| Gross Fiduciary activities income | $874,000 | 334 |
| 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 | $434,000 | 316 |
| Number of Managed Accounts | $374,000 | 285 |
| Number of Non-Managed Accounts | $60,000 | 245 |
| Total fiduciary and related assets | $371,022,000 | 285 |
| Managed Assets ($) | $272,635,000 | 280 |
| Non-managed Assets ($) | $98,387,000 | 206 |
| Memoranda | ||
| Gross Fiduciary activities income | $426,000 | 335 |
| 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 | $431,000 | 400 |
| Number of Managed Accounts | $375,000 | 337 |
| Number of Non-Managed Accounts | $56,000 | 456 |
| Total fiduciary and related assets | $355,124,000 | 289 |
| Managed Assets ($) | $259,872,000 | 284 |
| Non-managed Assets ($) | $95,252,000 | 230 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,637,000 | 304 |
| 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 | $429,000 | 318 |
| Number of Managed Accounts | $379,000 | 286 |
| Number of Non-Managed Accounts | $50,000 | 270 |
| Total fiduciary and related assets | $359,360,000 | 277 |
| Managed Assets ($) | $267,707,000 | 271 |
| Non-managed Assets ($) | $91,653,000 | 210 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,185,000 | 310 |
| 2011-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $424,000 | 321 |
| Number of Managed Accounts | $374,000 | 290 |
| Number of Non-Managed Accounts | $50,000 | 273 |
| Total fiduciary and related assets | $342,728,000 | 289 |
| Managed Assets ($) | $249,731,000 | 291 |
| Non-managed Assets ($) | $92,997,000 | 216 |
| Memoranda | ||
| Gross Fiduciary activities income | $757,000 | 324 |
| 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 | $421,000 | 328 |
| Number of Managed Accounts | $376,000 | 293 |
| Number of Non-Managed Accounts | $45,000 | 275 |
| Total fiduciary and related assets | $332,978,000 | 297 |
| Managed Assets ($) | $283,669,000 | 271 |
| Non-managed Assets ($) | $49,309,000 | 261 |
| Memoranda | ||
| Gross Fiduciary activities income | $378,000 | 323 |
| 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 | $416,000 | 421 |
| Number of Managed Accounts | $378,000 | 348 |
| Number of Non-Managed Accounts | $38,000 | 579 |
| Total fiduciary and related assets | $328,556,000 | 300 |
| Managed Assets ($) | $283,407,000 | 273 |
| Non-managed Assets ($) | $45,149,000 | 331 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,493,000 | 315 |
| 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 | $421,000 | 310 |
| Number of Managed Accounts | $382,000 | 283 |
| Number of Non-Managed Accounts | $39,000 | 283 |
| Total fiduciary and related assets | $322,920,000 | 291 |
| Managed Assets ($) | $277,322,000 | 265 |
| Non-managed Assets ($) | $45,598,000 | 264 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,132,000 | 316 |
| 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 | $423,000 | 312 |
| Number of Managed Accounts | $379,000 | 285 |
| Number of Non-Managed Accounts | $44,000 | 275 |
| Total fiduciary and related assets | $307,153,000 | 291 |
| Managed Assets ($) | $236,467,000 | 277 |
| Non-managed Assets ($) | $70,686,000 | 237 |
| Memoranda | ||
| Gross Fiduciary activities income | $757,000 | 318 |
| 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 | $415,000 | 316 |
| Number of Managed Accounts | $370,000 | 289 |
| Number of Non-Managed Accounts | $45,000 | 279 |
| Total fiduciary and related assets | $316,768,000 | 294 |
| Managed Assets ($) | $198,669,000 | 302 |
| Non-managed Assets ($) | $118,099,000 | 204 |
| Memoranda | ||
| Gross Fiduciary activities income | $368,000 | 321 |
| 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 | $395,000 | 435 |
| Number of Managed Accounts | $363,000 | 351 |
| Number of Non-Managed Accounts | $32,000 | 647 |
| Total fiduciary and related assets | $297,213,000 | 312 |
| Managed Assets ($) | $187,525,000 | 332 |
| Non-managed Assets ($) | $109,688,000 | 225 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,529,000 | 299 |
| 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 | $395,000 | 319 |
| Number of Managed Accounts | $362,000 | 282 |
| Number of Non-Managed Accounts | $33,000 | 285 |
| Total fiduciary and related assets | $298,211,000 | 303 |
| Managed Assets ($) | $192,654,000 | 298 |
| Non-managed Assets ($) | $105,557,000 | 208 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,071,000 | 307 |
| 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 | $362,000 | 331 |
| Number of Managed Accounts | $345,000 | 291 |
| Number of Non-Managed Accounts | $17,000 | 330 |
| Total fiduciary and related assets | $288,756,000 | 301 |
| Managed Assets ($) | $201,109,000 | 296 |
| Non-managed Assets ($) | $87,647,000 | 210 |
| Memoranda | ||
| Gross Fiduciary activities income | $701,000 | 317 |
| 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 | $362,000 | 328 |
| Number of Managed Accounts | $345,000 | 291 |
| Number of Non-Managed Accounts | $17,000 | 326 |
| Total fiduciary and related assets | $345,194,000 | 275 |
| Managed Assets ($) | $255,607,000 | 262 |
| Non-managed Assets ($) | $89,587,000 | 209 |
| Memoranda | ||
| Gross Fiduciary activities income | $338,000 | 313 |
| 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 | $369,000 | 460 |
| Number of Managed Accounts | $351,000 | 364 |
| Number of Non-Managed Accounts | $18,000 | 787 |
| Total fiduciary and related assets | $327,358,000 | 286 |
| Managed Assets ($) | $236,544,000 | 279 |
| Non-managed Assets ($) | $90,814,000 | 231 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,490,000 | 318 |
| 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 | $377,000 | 342 |
| Number of Managed Accounts | $359,000 | 298 |
| Number of Non-Managed Accounts | $18,000 | 346 |
| Total fiduciary and related assets | $339,429,000 | 290 |
| Managed Assets ($) | $244,667,000 | 287 |
| Non-managed Assets ($) | $94,762,000 | 219 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,142,000 | 318 |
| 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 | $373,000 | 347 |
| Number of Managed Accounts | $355,000 | 300 |
| Number of Non-Managed Accounts | $18,000 | 349 |
| Total fiduciary and related assets | $338,828,000 | 298 |
| Managed Assets ($) | $245,651,000 | 293 |
| Non-managed Assets ($) | $93,177,000 | 227 |
| Memoranda | ||
| Gross Fiduciary activities income | $769,000 | 327 |
| 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 | $376,000 | 350 |
| Number of Managed Accounts | $359,000 | 304 |
| Number of Non-Managed Accounts | $17,000 | 355 |
| Total fiduciary and related assets | $335,431,000 | 310 |
| Managed Assets ($) | $241,727,000 | 307 |
| Non-managed Assets ($) | $93,704,000 | 233 |
| Memoranda | ||
| Gross Fiduciary activities income | $365,000 | 337 |
| 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 | $379,000 | 463 |
| Number of Managed Accounts | $361,000 | 356 |
| Number of Non-Managed Accounts | $18,000 | 790 |
| Total fiduciary and related assets | $336,180,000 | 316 |
| Managed Assets ($) | $232,851,000 | 326 |
| Non-managed Assets ($) | $103,329,000 | 239 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,521,000 | 324 |
| 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 | $387,000 | 333 |
| Number of Managed Accounts | $367,000 | 293 |
| Number of Non-Managed Accounts | $20,000 | 333 |
| Total fiduciary and related assets | $338,553,000 | 313 |
| Managed Assets ($) | $232,260,000 | 313 |
| Non-managed Assets ($) | $106,293,000 | 222 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,136,000 | 322 |
| 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 | $392,000 | 338 |
| Number of Managed Accounts | $372,000 | 294 |
| Number of Non-Managed Accounts | $20,000 | 344 |
| Total fiduciary and related assets | $328,456,000 | 326 |
| Managed Assets ($) | $223,935,000 | 323 |
| Non-managed Assets ($) | $104,521,000 | 229 |
| Memoranda | ||
| Gross Fiduciary activities income | $768,000 | 327 |
| 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 | $392,000 | 338 |
| Number of Managed Accounts | $374,000 | 293 |
| Number of Non-Managed Accounts | $18,000 | 348 |
| Total fiduciary and related assets | $253,211,000 | 365 |
| Managed Assets ($) | $213,220,000 | 331 |
| Non-managed Assets ($) | $39,991,000 | 297 |
| Memoranda | ||
| Gross Fiduciary activities income | $350,000 | 342 |
| 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 | $392,000 | 439 |
| Number of Managed Accounts | $374,000 | 339 |
| Number of Non-Managed Accounts | $18,000 | 820 |
| Total fiduciary and related assets | $253,034,000 | 368 |
| Managed Assets ($) | $214,071,000 | 342 |
| Non-managed Assets ($) | $38,963,000 | 399 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,355,000 | 339 |
| 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 | $998,000 | 343 |
| 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 | $655,000 | 349 |
| 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 | $377,000 | 347 |
| Number of Managed Accounts | $360,000 | 299 |
| Number of Non-Managed Accounts | $17,000 | 357 |
| Total fiduciary and related assets | $243,587,000 | 366 |
| Managed Assets ($) | $206,158,000 | 321 |
| Non-managed Assets ($) | $37,429,000 | 303 |
| Memoranda | ||
| Gross Fiduciary activities income | $303,000 | 359 |
| 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 | $406,000 | 440 |
| Number of Managed Accounts | $389,000 | 349 |
| Number of Non-Managed Accounts | $17,000 | 866 |
| Total fiduciary and related assets | $235,192,000 | 379 |
| Managed Assets ($) | $201,671,000 | 342 |
| Non-managed Assets ($) | $33,521,000 | 417 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,522,000 | 321 |
| 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 | $409,000 | 330 |
| Number of Managed Accounts | $392,000 | 286 |
| Number of Non-Managed Accounts | $17,000 | 350 |
| Total fiduciary and related assets | $235,784,000 | 354 |
| Managed Assets ($) | $203,501,000 | 312 |
| Non-managed Assets ($) | $32,283,000 | 307 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,123,000 | 317 |
| 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 | $416,000 | 336 |
| Number of Managed Accounts | $398,000 | 292 |
| Number of Non-Managed Accounts | $18,000 | 370 |
| Total fiduciary and related assets | $235,606,000 | 361 |
| Managed Assets ($) | $204,171,000 | 311 |
| Non-managed Assets ($) | $31,435,000 | 312 |
| Memoranda | ||
| Gross Fiduciary activities income | $768,000 | 319 |
| 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 | $466,000 | 327 |
| Number of Managed Accounts | $446,000 | 279 |
| Number of Non-Managed Accounts | $20,000 | 360 |
| Total fiduciary and related assets | $253,383,000 | 351 |
| Managed Assets ($) | $222,558,000 | 298 |
| Non-managed Assets ($) | $30,825,000 | 316 |
| Memoranda | ||
| Gross Fiduciary activities income | $417,000 | 302 |
| 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 | $469,000 | 405 |
| Number of Managed Accounts | $448,000 | 306 |
| Number of Non-Managed Accounts | $21,000 | 823 |
| Total fiduciary and related assets | $260,163,000 | 359 |
| Managed Assets ($) | $228,148,000 | 302 |
| Non-managed Assets ($) | $32,015,000 | 419 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,504,000 | 301 |
| 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 | $478,000 | 320 |
| Number of Managed Accounts | $456,000 | 271 |
| Number of Non-Managed Accounts | $22,000 | 350 |
| Total fiduciary and related assets | $251,643,000 | 352 |
| Managed Assets ($) | $222,680,000 | 294 |
| Non-managed Assets ($) | $28,963,000 | 312 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,083,000 | 312 |
| 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 | $479,000 | 326 |
| Number of Managed Accounts | $457,000 | 272 |
| Number of Non-Managed Accounts | $22,000 | 361 |
| Total fiduciary and related assets | $246,559,000 | 356 |
| Managed Assets ($) | $217,507,000 | 301 |
| Non-managed Assets ($) | $29,052,000 | 320 |
| Memoranda | ||
| Gross Fiduciary activities income | $738,000 | 312 |
| 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 | $471,000 | 331 |
| Number of Managed Accounts | $450,000 | 278 |
| Number of Non-Managed Accounts | $21,000 | 368 |
| Total fiduciary and related assets | $239,563,000 | 370 |
| Managed Assets ($) | $213,951,000 | 311 |
| Non-managed Assets ($) | $25,612,000 | 327 |
| Memoranda | ||
| Gross Fiduciary activities income | $338,000 | 325 |
| 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 | $460,000 | 427 |
| Number of Managed Accounts | $437,000 | 327 |
| Number of Non-Managed Accounts | $23,000 | 824 |
| Total fiduciary and related assets | $183,312,000 | 425 |
| Managed Assets ($) | $158,699,000 | 374 |
| Non-managed Assets ($) | $24,613,000 | 469 |
| Memoranda | ||
| Gross Fiduciary activities income | $997,000 | 387 |
| 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 | $707,000 | 403 |
| 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 | $455,000 | 413 |
| 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 | $242,000 | 409 |
| 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 | $584,000 | 371 |
| Number of Managed Accounts | $396,000 | 363 |
| Number of Non-Managed Accounts | $188,000 | 307 |
| Total fiduciary and related assets | $139,919,000 | 484 |
| Managed Assets ($) | $123,486,000 | 425 |
| Non-managed Assets ($) | $16,433,000 | 549 |
| Memoranda | ||
| Gross Fiduciary activities income | $807,000 | 447 |
| 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 | $533,000 | 369 |
| Number of Managed Accounts | $382,000 | 350 |
| Number of Non-Managed Accounts | $151,000 | 332 |
| Total fiduciary and related assets | $120,387,000 | 491 |
| Managed Assets ($) | $106,188,000 | 440 |
| Non-managed Assets ($) | $14,199,000 | 561 |
| Memoranda | ||
| Gross Fiduciary activities income | $641,000 | 519 |
| 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 | $805,000 | 471 |
| 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 | $571,000 | 600 |
| 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 | $467,000 | 657 |
| 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 | $407,000 | 726 |
| 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 | $118,000 | 1,073 |
| 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 | $196,000 | 1,011 |
| 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 | $154,000 | 1,081 |
| 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 | $70,000 | 1,276 |
| 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 | $89,000 | 1,280 |