Home > First Community Bank > Fiduciary and Related Services
First Community 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 | $463,000 | 378 |
| Number of Managed Accounts | $435,000 | 343 |
| Number of Non-Managed Accounts | $28,000 | 479 |
| Total fiduciary and related assets | $617,773,000 | 315 |
| Managed Assets ($) | $502,082,000 | 299 |
| Non-managed Assets ($) | $115,691,000 | 265 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,217,000 | 384 |
| 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 | $1,630,000 | 388 |
| 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 | $476,000 | 351 |
| Number of Managed Accounts | $446,000 | 316 |
| Number of Non-Managed Accounts | $30,000 | 331 |
| Total fiduciary and related assets | $602,624,000 | 309 |
| Managed Assets ($) | $492,815,000 | 294 |
| Non-managed Assets ($) | $109,809,000 | 259 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,013,000 | 395 |
| 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 | $502,000 | 407 |
| 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 | $475,000 | 384 |
| Number of Managed Accounts | $447,000 | 342 |
| Number of Non-Managed Accounts | $28,000 | 498 |
| Total fiduciary and related assets | $572,783,000 | 326 |
| Managed Assets ($) | $540,732,000 | 288 |
| Non-managed Assets ($) | $32,051,000 | 416 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,103,000 | 409 |
| 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 | $1,538,000 | 414 |
| 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 | $473,000 | 325 |
| Number of Managed Accounts | $444,000 | 298 |
| Number of Non-Managed Accounts | $29,000 | 313 |
| Total fiduciary and related assets | $541,359,000 | 289 |
| Managed Assets ($) | $468,254,000 | 265 |
| Non-managed Assets ($) | $73,105,000 | 260 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,049,000 | 366 |
| 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 | $508,000 | 373 |
| 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 | $472,000 | 350 |
| Number of Managed Accounts | $443,000 | 309 |
| Number of Non-Managed Accounts | $29,000 | 478 |
| Total fiduciary and related assets | $618,470,000 | 291 |
| Managed Assets ($) | $539,498,000 | 266 |
| Non-managed Assets ($) | $78,972,000 | 290 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,579,000 | 323 |
| 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 | $1,925,000 | 324 |
| 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 | $476,000 | 318 |
| Number of Managed Accounts | $446,000 | 290 |
| Number of Non-Managed Accounts | $30,000 | 307 |
| Total fiduciary and related assets | $598,589,000 | 285 |
| Managed Assets ($) | $529,571,000 | 263 |
| Non-managed Assets ($) | $69,018,000 | 274 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,269,000 | 322 |
| 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 | $585,000 | 335 |
| 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 | $481,000 | 340 |
| Number of Managed Accounts | $445,000 | 302 |
| Number of Non-Managed Accounts | $36,000 | 456 |
| Total fiduciary and related assets | $561,734,000 | 288 |
| Managed Assets ($) | $492,197,000 | 267 |
| Non-managed Assets ($) | $69,537,000 | 296 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,328,000 | 319 |
| 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 | $1,742,000 | 317 |
| 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 | $477,000 | 314 |
| Number of Managed Accounts | $439,000 | 285 |
| Number of Non-Managed Accounts | $38,000 | 288 |
| Total fiduciary and related assets | $515,344,000 | 286 |
| Managed Assets ($) | $437,400,000 | 267 |
| Non-managed Assets ($) | $77,944,000 | 252 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,195,000 | 314 |
| 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 | $572,000 | 323 |
| 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 | $479,000 | 341 |
| Number of Managed Accounts | $439,000 | 304 |
| Number of Non-Managed Accounts | $40,000 | 447 |
| Total fiduciary and related assets | $533,092,000 | 279 |
| Managed Assets ($) | $450,883,000 | 268 |
| Non-managed Assets ($) | $82,209,000 | 268 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,584,000 | 303 |
| 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 | $1,943,000 | 304 |
| 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 | $463,000 | 309 |
| Number of Managed Accounts | $423,000 | 290 |
| Number of Non-Managed Accounts | $40,000 | 278 |
| Total fiduciary and related assets | $496,187,000 | 283 |
| Managed Assets ($) | $416,415,000 | 271 |
| Non-managed Assets ($) | $79,772,000 | 256 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,170,000 | 322 |
| 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 | $449,000 | 316 |
| Number of Managed Accounts | $411,000 | 291 |
| Number of Non-Managed Accounts | $38,000 | 286 |
| Total fiduciary and related assets | $488,573,000 | 283 |
| Managed Assets ($) | $409,278,000 | 267 |
| Non-managed Assets ($) | $79,295,000 | 256 |
| Memoranda | ||
| Gross Fiduciary activities income | $527,000 | 330 |
| 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 | $460,000 | 346 |
| Number of Managed Accounts | $422,000 | 310 |
| Number of Non-Managed Accounts | $38,000 | 466 |
| Total fiduciary and related assets | $456,999,000 | 289 |
| Managed Assets ($) | $381,165,000 | 271 |
| Non-managed Assets ($) | $75,834,000 | 272 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,273,000 | 322 |
| 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 | $461,000 | 311 |
| Number of Managed Accounts | $422,000 | 289 |
| Number of Non-Managed Accounts | $39,000 | 284 |
| Total fiduciary and related assets | $485,027,000 | 288 |
| Managed Assets ($) | $406,274,000 | 270 |
| Non-managed Assets ($) | $78,753,000 | 260 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,666,000 | 326 |
| 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 | $460,000 | 313 |
| Number of Managed Accounts | $421,000 | 293 |
| Number of Non-Managed Accounts | $39,000 | 286 |
| Total fiduciary and related assets | $469,713,000 | 294 |
| Managed Assets ($) | $391,836,000 | 270 |
| Non-managed Assets ($) | $77,877,000 | 259 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,138,000 | 325 |
| 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 | $486,000 | 311 |
| Number of Managed Accounts | $443,000 | 292 |
| Number of Non-Managed Accounts | $43,000 | 284 |
| Total fiduciary and related assets | $465,709,000 | 293 |
| Managed Assets ($) | $387,930,000 | 273 |
| Non-managed Assets ($) | $77,779,000 | 257 |
| Memoranda | ||
| Gross Fiduciary activities income | $546,000 | 332 |
| 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 | $502,000 | 337 |
| Number of Managed Accounts | $458,000 | 305 |
| Number of Non-Managed Accounts | $44,000 | 446 |
| Total fiduciary and related assets | $476,809,000 | 290 |
| Managed Assets ($) | $398,565,000 | 271 |
| Non-managed Assets ($) | $78,244,000 | 270 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,228,000 | 322 |
| 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 | $504,000 | 301 |
| Number of Managed Accounts | $460,000 | 282 |
| Number of Non-Managed Accounts | $44,000 | 270 |
| Total fiduciary and related assets | $466,590,000 | 294 |
| Managed Assets ($) | $389,315,000 | 272 |
| Non-managed Assets ($) | $77,275,000 | 246 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,633,000 | 321 |
| 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 | $510,000 | 301 |
| Number of Managed Accounts | $467,000 | 280 |
| Number of Non-Managed Accounts | $43,000 | 271 |
| Total fiduciary and related assets | $463,916,000 | 289 |
| Managed Assets ($) | $387,827,000 | 267 |
| Non-managed Assets ($) | $76,089,000 | 246 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,130,000 | 319 |
| 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 | $509,000 | 302 |
| Number of Managed Accounts | $467,000 | 278 |
| Number of Non-Managed Accounts | $42,000 | 272 |
| Total fiduciary and related assets | $449,809,000 | 295 |
| Managed Assets ($) | $374,339,000 | 270 |
| Non-managed Assets ($) | $75,470,000 | 245 |
| Memoranda | ||
| Gross Fiduciary activities income | $565,000 | 317 |
| 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 | $511,000 | 338 |
| Number of Managed Accounts | $465,000 | 294 |
| Number of Non-Managed Accounts | $46,000 | 435 |
| Total fiduciary and related assets | $443,449,000 | 290 |
| Managed Assets ($) | $363,602,000 | 274 |
| Non-managed Assets ($) | $79,847,000 | 260 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,342,000 | 305 |
| 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 | $507,000 | 303 |
| Number of Managed Accounts | $462,000 | 278 |
| Number of Non-Managed Accounts | $45,000 | 278 |
| Total fiduciary and related assets | $431,911,000 | 290 |
| Managed Assets ($) | $359,437,000 | 272 |
| Non-managed Assets ($) | $72,474,000 | 248 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,836,000 | 299 |
| 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 | $517,000 | 303 |
| Number of Managed Accounts | $468,000 | 277 |
| Number of Non-Managed Accounts | $49,000 | 276 |
| Total fiduciary and related assets | $444,036,000 | 290 |
| Managed Assets ($) | $366,518,000 | 270 |
| Non-managed Assets ($) | $77,518,000 | 246 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,323,000 | 283 |
| 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 | $516,000 | 304 |
| Number of Managed Accounts | $467,000 | 279 |
| Number of Non-Managed Accounts | $49,000 | 273 |
| Total fiduciary and related assets | $439,406,000 | 285 |
| Managed Assets ($) | $363,235,000 | 267 |
| Non-managed Assets ($) | $76,171,000 | 246 |
| Memoranda | ||
| Gross Fiduciary activities income | $719,000 | 272 |
| 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 | $522,000 | 334 |
| Number of Managed Accounts | $472,000 | 289 |
| Number of Non-Managed Accounts | $50,000 | 442 |
| Total fiduciary and related assets | $434,033,000 | 288 |
| Managed Assets ($) | $358,906,000 | 270 |
| Non-managed Assets ($) | $75,127,000 | 259 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,136,000 | 323 |
| 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 | $534,000 | 303 |
| Number of Managed Accounts | $483,000 | 271 |
| Number of Non-Managed Accounts | $51,000 | 271 |
| Total fiduciary and related assets | $424,246,000 | 286 |
| Managed Assets ($) | $349,854,000 | 270 |
| Non-managed Assets ($) | $74,392,000 | 246 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,723,000 | 314 |
| 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 | $534,000 | 304 |
| Number of Managed Accounts | $482,000 | 274 |
| Number of Non-Managed Accounts | $52,000 | 271 |
| Total fiduciary and related assets | $440,658,000 | 288 |
| Managed Assets ($) | $364,837,000 | 269 |
| Non-managed Assets ($) | $75,821,000 | 251 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,218,000 | 305 |
| 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 | $533,000 | 304 |
| Number of Managed Accounts | $482,000 | 273 |
| Number of Non-Managed Accounts | $51,000 | 272 |
| Total fiduciary and related assets | $446,809,000 | 288 |
| Managed Assets ($) | $371,315,000 | 272 |
| Non-managed Assets ($) | $75,494,000 | 252 |
| Memoranda | ||
| Gross Fiduciary activities income | $750,000 | 276 |
| 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 | $534,000 | 339 |
| Number of Managed Accounts | $483,000 | 288 |
| Number of Non-Managed Accounts | $51,000 | 454 |
| Total fiduciary and related assets | $443,976,000 | 290 |
| Managed Assets ($) | $368,586,000 | 276 |
| Non-managed Assets ($) | $75,390,000 | 268 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,392,000 | 303 |
| 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 | $529,000 | 305 |
| Number of Managed Accounts | $478,000 | 274 |
| Number of Non-Managed Accounts | $51,000 | 270 |
| Total fiduciary and related assets | $434,812,000 | 292 |
| Managed Assets ($) | $361,447,000 | 275 |
| Non-managed Assets ($) | $73,365,000 | 254 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,989,000 | 288 |
| 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 | $552,000 | 300 |
| Number of Managed Accounts | $499,000 | 269 |
| Number of Non-Managed Accounts | $53,000 | 269 |
| Total fiduciary and related assets | $439,314,000 | 288 |
| Managed Assets ($) | $365,880,000 | 272 |
| Non-managed Assets ($) | $73,434,000 | 252 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,543,000 | 269 |
| 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 | $557,000 | 303 |
| Number of Managed Accounts | $503,000 | 273 |
| Number of Non-Managed Accounts | $54,000 | 267 |
| Total fiduciary and related assets | $434,676,000 | 292 |
| Managed Assets ($) | $361,963,000 | 272 |
| Non-managed Assets ($) | $72,713,000 | 252 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,071,000 | 215 |
| 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 | $574,000 | 326 |
| Number of Managed Accounts | $519,000 | 282 |
| Number of Non-Managed Accounts | $55,000 | 446 |
| Total fiduciary and related assets | $434,708,000 | 289 |
| Managed Assets ($) | $361,917,000 | 269 |
| Non-managed Assets ($) | $72,791,000 | 275 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,006,000 | 323 |
| 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 | $577,000 | 290 |
| Number of Managed Accounts | $523,000 | 261 |
| Number of Non-Managed Accounts | $54,000 | 265 |
| Total fiduciary and related assets | $422,351,000 | 285 |
| Managed Assets ($) | $352,095,000 | 267 |
| Non-managed Assets ($) | $70,256,000 | 248 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,569,000 | 315 |
| 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 | $594,000 | 282 |
| Number of Managed Accounts | $539,000 | 257 |
| Number of Non-Managed Accounts | $55,000 | 262 |
| Total fiduciary and related assets | $416,663,000 | 282 |
| Managed Assets ($) | $347,130,000 | 260 |
| Non-managed Assets ($) | $69,533,000 | 250 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,134,000 | 302 |
| 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 | $603,000 | 283 |
| Number of Managed Accounts | $546,000 | 253 |
| Number of Non-Managed Accounts | $57,000 | 262 |
| Total fiduciary and related assets | $420,194,000 | 278 |
| Managed Assets ($) | $349,645,000 | 257 |
| Non-managed Assets ($) | $70,549,000 | 254 |
| Memoranda | ||
| Gross Fiduciary activities income | $666,000 | 276 |
| 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 | $611,000 | 308 |
| Number of Managed Accounts | $552,000 | 262 |
| Number of Non-Managed Accounts | $59,000 | 447 |
| Total fiduciary and related assets | $407,465,000 | 280 |
| Managed Assets ($) | $334,802,000 | 259 |
| Non-managed Assets ($) | $72,663,000 | 277 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,890,000 | 318 |
| 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 | $614,000 | 273 |
| Number of Managed Accounts | $553,000 | 244 |
| Number of Non-Managed Accounts | $61,000 | 250 |
| Total fiduciary and related assets | $412,902,000 | 281 |
| Managed Assets ($) | $336,066,000 | 254 |
| Non-managed Assets ($) | $76,836,000 | 237 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,497,000 | 306 |
| 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 | $618,000 | 269 |
| Number of Managed Accounts | $553,000 | 241 |
| Number of Non-Managed Accounts | $65,000 | 240 |
| Total fiduciary and related assets | $429,401,000 | 267 |
| Managed Assets ($) | $334,680,000 | 245 |
| Non-managed Assets ($) | $94,721,000 | 217 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,071,000 | 300 |
| 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 | $623,000 | 271 |
| Number of Managed Accounts | $559,000 | 236 |
| Number of Non-Managed Accounts | $64,000 | 236 |
| Total fiduciary and related assets | $435,101,000 | 265 |
| Managed Assets ($) | $343,796,000 | 242 |
| Non-managed Assets ($) | $91,305,000 | 212 |
| Memoranda | ||
| Gross Fiduciary activities income | $634,000 | 271 |
| 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 | $620,000 | 307 |
| Number of Managed Accounts | $552,000 | 257 |
| Number of Non-Managed Accounts | $68,000 | 410 |
| Total fiduciary and related assets | $419,770,000 | 266 |
| Managed Assets ($) | $331,105,000 | 244 |
| Non-managed Assets ($) | $88,665,000 | 241 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,830,000 | 280 |
| 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 | $621,000 | 271 |
| Number of Managed Accounts | $554,000 | 236 |
| Number of Non-Managed Accounts | $67,000 | 238 |
| Total fiduciary and related assets | $401,170,000 | 264 |
| Managed Assets ($) | $315,450,000 | 243 |
| Non-managed Assets ($) | $85,720,000 | 213 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,466,000 | 268 |
| 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 | $625,000 | 273 |
| Number of Managed Accounts | $553,000 | 237 |
| Number of Non-Managed Accounts | $72,000 | 230 |
| Total fiduciary and related assets | $429,484,000 | 263 |
| Managed Assets ($) | $337,586,000 | 247 |
| Non-managed Assets ($) | $91,898,000 | 218 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,075,000 | 256 |
| 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 | $621,000 | 275 |
| Number of Managed Accounts | $547,000 | 241 |
| Number of Non-Managed Accounts | $74,000 | 229 |
| Total fiduciary and related assets | $432,641,000 | 261 |
| Managed Assets ($) | $341,025,000 | 244 |
| Non-managed Assets ($) | $91,616,000 | 217 |
| Memoranda | ||
| Gross Fiduciary activities income | $625,000 | 231 |
| 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 | $635,000 | 309 |
| Number of Managed Accounts | $555,000 | 257 |
| Number of Non-Managed Accounts | $80,000 | 382 |
| Total fiduciary and related assets | $407,449,000 | 269 |
| Managed Assets ($) | $316,911,000 | 251 |
| Non-managed Assets ($) | $90,538,000 | 240 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,955,000 | 270 |
| 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 | $643,000 | 270 |
| Number of Managed Accounts | $565,000 | 231 |
| Number of Non-Managed Accounts | $78,000 | 224 |
| Total fiduciary and related assets | $396,521,000 | 260 |
| Managed Assets ($) | $308,302,000 | 247 |
| Non-managed Assets ($) | $88,219,000 | 218 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,526,000 | 251 |
| 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 | $656,000 | 269 |
| Number of Managed Accounts | $576,000 | 227 |
| Number of Non-Managed Accounts | $80,000 | 224 |
| Total fiduciary and related assets | $388,688,000 | 256 |
| Managed Assets ($) | $303,005,000 | 240 |
| Non-managed Assets ($) | $85,683,000 | 221 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,151,000 | 237 |
| 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 | $658,000 | 269 |
| Number of Managed Accounts | $579,000 | 226 |
| Number of Non-Managed Accounts | $79,000 | 225 |
| Total fiduciary and related assets | $396,457,000 | 261 |
| Managed Assets ($) | $306,156,000 | 248 |
| Non-managed Assets ($) | $90,301,000 | 222 |
| Memoranda | ||
| Gross Fiduciary activities income | $636,000 | 220 |
| 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 | $661,000 | 310 |
| Number of Managed Accounts | $581,000 | 247 |
| Number of Non-Managed Accounts | $80,000 | 394 |
| Total fiduciary and related assets | $396,166,000 | 265 |
| Managed Assets ($) | $307,688,000 | 248 |
| Non-managed Assets ($) | $88,478,000 | 243 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,237,000 | 231 |
| 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 | $675,000 | 263 |
| Number of Managed Accounts | $657,000 | 212 |
| Number of Non-Managed Accounts | $18,000 | 321 |
| Total fiduciary and related assets | $396,023,000 | 265 |
| Managed Assets ($) | $386,922,000 | 214 |
| Non-managed Assets ($) | $9,101,000 | 336 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,753,000 | 224 |
| 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 | $678,000 | 265 |
| Number of Managed Accounts | $661,000 | 214 |
| Number of Non-Managed Accounts | $17,000 | 330 |
| Total fiduciary and related assets | $377,865,000 | 268 |
| Managed Assets ($) | $369,283,000 | 216 |
| Non-managed Assets ($) | $8,582,000 | 341 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,280,000 | 212 |
| 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 | $694,000 | 262 |
| Number of Managed Accounts | $657,000 | 214 |
| Number of Non-Managed Accounts | $37,000 | 282 |
| Total fiduciary and related assets | $367,127,000 | 266 |
| Managed Assets ($) | $348,727,000 | 218 |
| Non-managed Assets ($) | $18,400,000 | 298 |
| Memoranda | ||
| Gross Fiduciary activities income | $713,000 | 203 |
| 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 | $703,000 | 298 |
| Number of Managed Accounts | $666,000 | 225 |
| Number of Non-Managed Accounts | $37,000 | 604 |
| Total fiduciary and related assets | $406,519,000 | 258 |
| Managed Assets ($) | $386,049,000 | 209 |
| Non-managed Assets ($) | $20,470,000 | 471 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,455,000 | 233 |
| 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 | $702,000 | 260 |
| Number of Managed Accounts | $665,000 | 210 |
| Number of Non-Managed Accounts | $37,000 | 304 |
| Total fiduciary and related assets | $437,444,000 | 261 |
| Managed Assets ($) | $415,640,000 | 210 |
| Non-managed Assets ($) | $21,804,000 | 317 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,843,000 | 240 |
| 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 | $711,000 | 264 |
| Number of Managed Accounts | $672,000 | 212 |
| Number of Non-Managed Accounts | $39,000 | 301 |
| Total fiduciary and related assets | $443,448,000 | 272 |
| Managed Assets ($) | $419,037,000 | 215 |
| Non-managed Assets ($) | $24,411,000 | 320 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,332,000 | 232 |
| 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 | $715,000 | 265 |
| Number of Managed Accounts | $674,000 | 211 |
| Number of Non-Managed Accounts | $41,000 | 299 |
| Total fiduciary and related assets | $458,386,000 | 275 |
| Managed Assets ($) | $432,719,000 | 218 |
| Non-managed Assets ($) | $25,667,000 | 321 |
| Memoranda | ||
| Gross Fiduciary activities income | $683,000 | 236 |
| 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 | $710,000 | 291 |
| Number of Managed Accounts | $670,000 | 224 |
| Number of Non-Managed Accounts | $40,000 | 603 |
| Total fiduciary and related assets | $469,687,000 | 276 |
| Managed Assets ($) | $444,885,000 | 216 |
| Non-managed Assets ($) | $24,802,000 | 465 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,541,000 | 244 |
| 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 | $832,000 | 244 |
| Number of Managed Accounts | $708,000 | 206 |
| Number of Non-Managed Accounts | $124,000 | 202 |
| Total fiduciary and related assets | $493,957,000 | 261 |
| Managed Assets ($) | $382,702,000 | 233 |
| Non-managed Assets ($) | $111,255,000 | 216 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,001,000 | 230 |
| 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 | $829,000 | 247 |
| Number of Managed Accounts | $666,000 | 216 |
| Number of Non-Managed Accounts | $163,000 | 187 |
| Total fiduciary and related assets | $484,593,000 | 273 |
| Managed Assets ($) | $357,970,000 | 247 |
| Non-managed Assets ($) | $126,623,000 | 217 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,493,000 | 223 |
| 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 | $838,000 | 240 |
| Number of Managed Accounts | $634,000 | 221 |
| Number of Non-Managed Accounts | $204,000 | 167 |
| Total fiduciary and related assets | $503,006,000 | 263 |
| Managed Assets ($) | $336,989,000 | 248 |
| Non-managed Assets ($) | $166,017,000 | 198 |
| Memoranda | ||
| Gross Fiduciary activities income | $913,000 | 193 |
| 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 | $865,000 | 256 |
| Number of Managed Accounts | $642,000 | 232 |
| Number of Non-Managed Accounts | $223,000 | 217 |
| Total fiduciary and related assets | $501,969,000 | 260 |
| Managed Assets ($) | $335,015,000 | 252 |
| Non-managed Assets ($) | $166,954,000 | 199 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,471,000 | 234 |
| 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 | $855,000 | 239 |
| Number of Managed Accounts | $637,000 | 224 |
| Number of Non-Managed Accounts | $218,000 | 170 |
| Total fiduciary and related assets | $485,145,000 | 261 |
| Managed Assets ($) | $324,390,000 | 259 |
| Non-managed Assets ($) | $160,755,000 | 203 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,888,000 | 236 |
| 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 | $888,000 | 232 |
| Number of Managed Accounts | $664,000 | 222 |
| Number of Non-Managed Accounts | $224,000 | 174 |
| Total fiduciary and related assets | $472,906,000 | 267 |
| Managed Assets ($) | $318,174,000 | 259 |
| Non-managed Assets ($) | $154,732,000 | 215 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,347,000 | 234 |
| 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 | $897,000 | 232 |
| Number of Managed Accounts | $669,000 | 219 |
| Number of Non-Managed Accounts | $228,000 | 173 |
| Total fiduciary and related assets | $483,156,000 | 267 |
| Managed Assets ($) | $320,785,000 | 255 |
| Non-managed Assets ($) | $162,371,000 | 210 |
| Memoranda | ||
| Gross Fiduciary activities income | $706,000 | 226 |
| 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 | $898,000 | 249 |
| Number of Managed Accounts | $670,000 | 229 |
| Number of Non-Managed Accounts | $228,000 | 228 |
| Total fiduciary and related assets | $458,131,000 | 269 |
| Managed Assets ($) | $321,214,000 | 256 |
| Non-managed Assets ($) | $136,917,000 | 230 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,230,000 | 248 |
| 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 | $898,000 | 225 |
| Number of Managed Accounts | $671,000 | 217 |
| Number of Non-Managed Accounts | $227,000 | 170 |
| Total fiduciary and related assets | $453,294,000 | 266 |
| Managed Assets ($) | $319,075,000 | 252 |
| Non-managed Assets ($) | $134,219,000 | 217 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,668,000 | 249 |
| 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 | $913,000 | 220 |
| Number of Managed Accounts | $680,000 | 213 |
| Number of Non-Managed Accounts | $233,000 | 166 |
| Total fiduciary and related assets | $461,527,000 | 257 |
| Managed Assets ($) | $319,782,000 | 250 |
| Non-managed Assets ($) | $141,745,000 | 214 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,127,000 | 242 |
| 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 | $907,000 | 222 |
| Number of Managed Accounts | $676,000 | 214 |
| Number of Non-Managed Accounts | $231,000 | 171 |
| Total fiduciary and related assets | $454,487,000 | 261 |
| Managed Assets ($) | $312,136,000 | 249 |
| Non-managed Assets ($) | $142,351,000 | 218 |
| Memoranda | ||
| Gross Fiduciary activities income | $538,000 | 256 |
| 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 | $932,000 | 232 |
| Number of Managed Accounts | $692,000 | 214 |
| Number of Non-Managed Accounts | $240,000 | 228 |
| Total fiduciary and related assets | $470,816,000 | 258 |
| Managed Assets ($) | $328,605,000 | 240 |
| Non-managed Assets ($) | $142,211,000 | 226 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,958,000 | 263 |
| 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 | $927,000 | 216 |
| Number of Managed Accounts | $690,000 | 203 |
| Number of Non-Managed Accounts | $237,000 | 170 |
| Total fiduciary and related assets | $483,284,000 | 250 |
| Managed Assets ($) | $318,046,000 | 239 |
| Non-managed Assets ($) | $165,238,000 | 205 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,429,000 | 269 |
| 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 | $946,000 | 216 |
| Number of Managed Accounts | $706,000 | 199 |
| Number of Non-Managed Accounts | $240,000 | 176 |
| Total fiduciary and related assets | $480,105,000 | 252 |
| Managed Assets ($) | $315,580,000 | 240 |
| Non-managed Assets ($) | $164,525,000 | 205 |
| Memoranda | ||
| Gross Fiduciary activities income | $930,000 | 276 |
| 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 | $944,000 | 214 |
| Number of Managed Accounts | $700,000 | 202 |
| Number of Non-Managed Accounts | $244,000 | 174 |
| Total fiduciary and related assets | $478,344,000 | 256 |
| Managed Assets ($) | $316,627,000 | 242 |
| Non-managed Assets ($) | $161,717,000 | 208 |
| Memoranda | ||
| Gross Fiduciary activities income | $583,000 | 242 |
| 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 | $929,000 | 250 |
| Number of Managed Accounts | $702,000 | 218 |
| Number of Non-Managed Accounts | $227,000 | 258 |
| Total fiduciary and related assets | $468,112,000 | 266 |
| Managed Assets ($) | $308,506,000 | 248 |
| Non-managed Assets ($) | $159,606,000 | 219 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,931,000 | 266 |
| 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 | $917,000 | 232 |
| Number of Managed Accounts | $696,000 | 214 |
| Number of Non-Managed Accounts | $221,000 | 198 |
| Total fiduciary and related assets | $457,388,000 | 271 |
| Managed Assets ($) | $299,079,000 | 255 |
| Non-managed Assets ($) | $158,309,000 | 217 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,418,000 | 280 |
| 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 | $921,000 | 238 |
| Number of Managed Accounts | $697,000 | 216 |
| Number of Non-Managed Accounts | $224,000 | 203 |
| Total fiduciary and related assets | $456,343,000 | 270 |
| Managed Assets ($) | $294,575,000 | 257 |
| Non-managed Assets ($) | $161,768,000 | 214 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,124,000 | 256 |
| 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 | $915,000 | 244 |
| Number of Managed Accounts | $687,000 | 225 |
| Number of Non-Managed Accounts | $228,000 | 206 |
| Total fiduciary and related assets | $438,541,000 | 276 |
| Managed Assets ($) | $279,312,000 | 266 |
| Non-managed Assets ($) | $159,229,000 | 221 |
| Memoranda | ||
| Gross Fiduciary activities income | $559,000 | 264 |
| 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 | $934,000 | 268 |
| Number of Managed Accounts | $697,000 | 243 |
| Number of Non-Managed Accounts | $237,000 | 268 |
| Total fiduciary and related assets | $433,986,000 | 278 |
| Managed Assets ($) | $275,957,000 | 268 |
| Non-managed Assets ($) | $158,029,000 | 223 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,879,000 | 294 |
| 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 | $945,000 | 239 |
| Number of Managed Accounts | $710,000 | 219 |
| Number of Non-Managed Accounts | $235,000 | 262 |
| Total fiduciary and related assets | $483,587,000 | 249 |
| Managed Assets ($) | $340,346,000 | 238 |
| Non-managed Assets ($) | $143,241,000 | 215 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,918,000 | 298 |
| 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 | $1,873,000 | 298 |
| 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 | $2,132,000 | 321 |
| 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 | $0 | 1,398 |
| 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 | $0 | 1,450 |
| 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 | $0 | 1,526 |
| 1995-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,612,000 | 421 |
| 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 | $0 | 1,599 |
| 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 | $0 | 1,630 |
| 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 | $0 | 1,658 |