Home > First Farmers and Merchants Bank > Fiduciary and Related Services
First Farmers and Merchants 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 | $723,000 | 300 |
| Number of Managed Accounts | $698,000 | 264 |
| Number of Non-Managed Accounts | $25,000 | 495 |
| Total fiduciary and related assets | $2,039,728,000 | 181 |
| Managed Assets ($) | $1,827,021,000 | 147 |
| Non-managed Assets ($) | $212,707,000 | 212 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,331,000 | 284 |
| 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 | $729,000 | 260 |
| Number of Managed Accounts | $701,000 | 236 |
| Number of Non-Managed Accounts | $28,000 | 289 |
| Total fiduciary and related assets | $1,926,790,000 | 177 |
| Managed Assets ($) | $1,712,660,000 | 145 |
| Non-managed Assets ($) | $214,130,000 | 192 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,266,000 | 283 |
| 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 | $737,000 | 285 |
| Number of Managed Accounts | $709,000 | 254 |
| Number of Non-Managed Accounts | $28,000 | 339 |
| Total fiduciary and related assets | $1,997,540,000 | 173 |
| Managed Assets ($) | $1,782,105,000 | 140 |
| Non-managed Assets ($) | $215,435,000 | 201 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,164,000 | 278 |
| 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 | $736,000 | 268 |
| Number of Managed Accounts | $707,000 | 242 |
| Number of Non-Managed Accounts | $29,000 | 296 |
| Total fiduciary and related assets | $2,009,018,000 | 180 |
| Managed Assets ($) | $1,792,879,000 | 149 |
| Non-managed Assets ($) | $216,139,000 | 196 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,084,000 | 287 |
| 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 | $728,000 | 303 |
| Number of Managed Accounts | $698,000 | 270 |
| Number of Non-Managed Accounts | $30,000 | 486 |
| Total fiduciary and related assets | $1,953,785,000 | 181 |
| Managed Assets ($) | $1,737,304,000 | 149 |
| Non-managed Assets ($) | $216,481,000 | 205 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,160,000 | 292 |
| 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 | $726,000 | 274 |
| Number of Managed Accounts | $696,000 | 251 |
| Number of Non-Managed Accounts | $30,000 | 303 |
| Total fiduciary and related assets | $1,803,306,000 | 181 |
| Managed Assets ($) | $1,588,099,000 | 149 |
| Non-managed Assets ($) | $215,207,000 | 197 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,106,000 | 291 |
| 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 | $724,000 | 257 |
| Number of Managed Accounts | $694,000 | 238 |
| Number of Non-Managed Accounts | $30,000 | 309 |
| Total fiduciary and related assets | $1,809,295,000 | 151 |
| Managed Assets ($) | $1,593,018,000 | 129 |
| Non-managed Assets ($) | $216,277,000 | 174 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,093,000 | 259 |
| 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 | $719,000 | 243 |
| Number of Managed Accounts | $689,000 | 228 |
| Number of Non-Managed Accounts | $30,000 | 267 |
| Total fiduciary and related assets | $1,991,989,000 | 152 |
| Managed Assets ($) | $1,772,474,000 | 129 |
| Non-managed Assets ($) | $219,515,000 | 174 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,066,000 | 259 |
| 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 | $723,000 | 271 |
| Number of Managed Accounts | $689,000 | 246 |
| Number of Non-Managed Accounts | $34,000 | 454 |
| Total fiduciary and related assets | $2,057,115,000 | 156 |
| Managed Assets ($) | $1,836,879,000 | 130 |
| Non-managed Assets ($) | $220,236,000 | 190 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,045,000 | 260 |
| 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 | $696,000 | 250 |
| Number of Managed Accounts | $660,000 | 234 |
| Number of Non-Managed Accounts | $36,000 | 256 |
| Total fiduciary and related assets | $1,981,849,000 | 156 |
| Managed Assets ($) | $1,763,210,000 | 131 |
| Non-managed Assets ($) | $218,639,000 | 177 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,016,000 | 257 |
| 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 | $690,000 | 268 |
| Number of Managed Accounts | $650,000 | 251 |
| Number of Non-Managed Accounts | $40,000 | 285 |
| Total fiduciary and related assets | $1,983,516,000 | 157 |
| Managed Assets ($) | $1,763,935,000 | 133 |
| Non-managed Assets ($) | $219,581,000 | 188 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,992,000 | 258 |
| 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 | $682,000 | 251 |
| Number of Managed Accounts | $640,000 | 237 |
| Number of Non-Managed Accounts | $42,000 | 250 |
| Total fiduciary and related assets | $1,875,351,000 | 158 |
| Managed Assets ($) | $1,658,335,000 | 136 |
| Non-managed Assets ($) | $217,016,000 | 178 |
| Memoranda | ||
| Gross Fiduciary activities income | $975,000 | 263 |
| 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 | $679,000 | 280 |
| Number of Managed Accounts | $637,000 | 255 |
| Number of Non-Managed Accounts | $42,000 | 419 |
| Total fiduciary and related assets | $1,833,153,000 | 158 |
| Managed Assets ($) | $1,616,748,000 | 134 |
| Non-managed Assets ($) | $216,405,000 | 185 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,643,000 | 259 |
| 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 | $675,000 | 251 |
| Number of Managed Accounts | $632,000 | 234 |
| Number of Non-Managed Accounts | $43,000 | 248 |
| Total fiduciary and related assets | $1,706,337,000 | 155 |
| Managed Assets ($) | $1,492,762,000 | 135 |
| Non-managed Assets ($) | $213,575,000 | 173 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,712,000 | 258 |
| 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 | $670,000 | 269 |
| Number of Managed Accounts | $621,000 | 252 |
| Number of Non-Managed Accounts | $49,000 | 260 |
| Total fiduciary and related assets | $1,436,242,000 | 172 |
| Managed Assets ($) | $1,412,915,000 | 138 |
| Non-managed Assets ($) | $23,327,000 | 320 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,749,000 | 262 |
| 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 | $667,000 | 252 |
| Number of Managed Accounts | $616,000 | 234 |
| Number of Non-Managed Accounts | $51,000 | 238 |
| Total fiduciary and related assets | $1,289,108,000 | 172 |
| Managed Assets ($) | $1,264,709,000 | 140 |
| Non-managed Assets ($) | $24,399,000 | 277 |
| Memoranda | ||
| Gross Fiduciary activities income | $877,000 | 262 |
| 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 | $677,000 | 281 |
| Number of Managed Accounts | $607,000 | 259 |
| Number of Non-Managed Accounts | $70,000 | 326 |
| Total fiduciary and related assets | $1,467,255,000 | 172 |
| Managed Assets ($) | $1,438,736,000 | 138 |
| Non-managed Assets ($) | $28,519,000 | 390 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,598,000 | 255 |
| 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 | $675,000 | 254 |
| Number of Managed Accounts | $602,000 | 238 |
| Number of Non-Managed Accounts | $73,000 | 209 |
| Total fiduciary and related assets | $1,403,018,000 | 174 |
| Managed Assets ($) | $1,375,815,000 | 140 |
| Non-managed Assets ($) | $27,203,000 | 277 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,707,000 | 257 |
| 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 | $686,000 | 262 |
| Number of Managed Accounts | $611,000 | 249 |
| Number of Non-Managed Accounts | $75,000 | 217 |
| Total fiduciary and related assets | $1,386,687,000 | 172 |
| Managed Assets ($) | $1,359,771,000 | 140 |
| Non-managed Assets ($) | $26,916,000 | 304 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,805,000 | 256 |
| 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 | $687,000 | 265 |
| Number of Managed Accounts | $610,000 | 249 |
| Number of Non-Managed Accounts | $77,000 | 215 |
| Total fiduciary and related assets | $1,354,403,000 | 174 |
| Managed Assets ($) | $1,327,122,000 | 140 |
| Non-managed Assets ($) | $27,281,000 | 310 |
| Memoranda | ||
| Gross Fiduciary activities income | $887,000 | 253 |
| 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 | $689,000 | 283 |
| Number of Managed Accounts | $612,000 | 254 |
| Number of Non-Managed Accounts | $77,000 | 303 |
| Total fiduciary and related assets | $1,272,588,000 | 173 |
| Managed Assets ($) | $1,246,656,000 | 138 |
| Non-managed Assets ($) | $25,932,000 | 402 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,650,000 | 254 |
| 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 | $695,000 | 263 |
| Number of Managed Accounts | $617,000 | 244 |
| Number of Non-Managed Accounts | $78,000 | 214 |
| Total fiduciary and related assets | $1,341,066,000 | 173 |
| Managed Assets ($) | $1,309,765,000 | 139 |
| Non-managed Assets ($) | $31,301,000 | 306 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,762,000 | 253 |
| 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 | $691,000 | 267 |
| Number of Managed Accounts | $612,000 | 251 |
| Number of Non-Managed Accounts | $79,000 | 217 |
| Total fiduciary and related assets | $1,256,756,000 | 180 |
| Managed Assets ($) | $1,226,168,000 | 142 |
| Non-managed Assets ($) | $30,588,000 | 307 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,840,000 | 254 |
| 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 | $700,000 | 267 |
| Number of Managed Accounts | $621,000 | 248 |
| Number of Non-Managed Accounts | $79,000 | 219 |
| Total fiduciary and related assets | $1,223,190,000 | 181 |
| Managed Assets ($) | $1,192,840,000 | 141 |
| Non-managed Assets ($) | $30,350,000 | 307 |
| Memoranda | ||
| Gross Fiduciary activities income | $960,000 | 248 |
| 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 | $706,000 | 283 |
| Number of Managed Accounts | $630,000 | 256 |
| Number of Non-Managed Accounts | $76,000 | 324 |
| Total fiduciary and related assets | $1,232,022,000 | 181 |
| Managed Assets ($) | $1,200,826,000 | 141 |
| Non-managed Assets ($) | $31,196,000 | 392 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,122,000 | 271 |
| 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 | $711,000 | 263 |
| Number of Managed Accounts | $635,000 | 244 |
| Number of Non-Managed Accounts | $76,000 | 222 |
| Total fiduciary and related assets | $1,184,655,000 | 182 |
| Managed Assets ($) | $1,154,687,000 | 142 |
| Non-managed Assets ($) | $29,968,000 | 307 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,329,000 | 272 |
| 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 | $720,000 | 265 |
| Number of Managed Accounts | $639,000 | 245 |
| Number of Non-Managed Accounts | $81,000 | 212 |
| Total fiduciary and related assets | $1,128,593,000 | 183 |
| Managed Assets ($) | $1,099,745,000 | 143 |
| Non-managed Assets ($) | $28,848,000 | 307 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,511,000 | 273 |
| 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 | $705,000 | 269 |
| Number of Managed Accounts | $624,000 | 248 |
| Number of Non-Managed Accounts | $81,000 | 210 |
| Total fiduciary and related assets | $1,079,882,000 | 187 |
| Managed Assets ($) | $1,050,565,000 | 143 |
| Non-managed Assets ($) | $29,317,000 | 302 |
| Memoranda | ||
| Gross Fiduciary activities income | $741,000 | 276 |
| 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 | $718,000 | 277 |
| Number of Managed Accounts | $633,000 | 254 |
| Number of Non-Managed Accounts | $85,000 | 300 |
| Total fiduciary and related assets | $1,042,668,000 | 186 |
| Managed Assets ($) | $1,012,378,000 | 142 |
| Non-managed Assets ($) | $30,290,000 | 394 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,673,000 | 283 |
| 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 | $721,000 | 261 |
| Number of Managed Accounts | $636,000 | 244 |
| Number of Non-Managed Accounts | $85,000 | 214 |
| Total fiduciary and related assets | $1,036,795,000 | 184 |
| Managed Assets ($) | $1,006,375,000 | 142 |
| Non-managed Assets ($) | $30,420,000 | 309 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,008,000 | 278 |
| 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 | $734,000 | 256 |
| Number of Managed Accounts | $650,000 | 241 |
| Number of Non-Managed Accounts | $84,000 | 215 |
| Total fiduciary and related assets | $998,854,000 | 188 |
| Managed Assets ($) | $968,617,000 | 146 |
| Non-managed Assets ($) | $30,237,000 | 311 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,325,000 | 282 |
| 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 | $724,000 | 262 |
| Number of Managed Accounts | $640,000 | 245 |
| Number of Non-Managed Accounts | $84,000 | 212 |
| Total fiduciary and related assets | $978,631,000 | 189 |
| Managed Assets ($) | $949,070,000 | 147 |
| Non-managed Assets ($) | $29,561,000 | 311 |
| Memoranda | ||
| Gross Fiduciary activities income | $676,000 | 282 |
| 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 | $747,000 | 270 |
| Number of Managed Accounts | $659,000 | 239 |
| Number of Non-Managed Accounts | $88,000 | 302 |
| Total fiduciary and related assets | $962,084,000 | 192 |
| Managed Assets ($) | $934,416,000 | 149 |
| Non-managed Assets ($) | $27,668,000 | 412 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,530,000 | 295 |
| 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 | $755,000 | 258 |
| Number of Managed Accounts | $669,000 | 231 |
| Number of Non-Managed Accounts | $86,000 | 210 |
| Total fiduciary and related assets | $939,699,000 | 194 |
| Managed Assets ($) | $912,487,000 | 149 |
| Non-managed Assets ($) | $27,212,000 | 316 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,911,000 | 296 |
| 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 | $750,000 | 260 |
| Number of Managed Accounts | $666,000 | 232 |
| Number of Non-Managed Accounts | $84,000 | 210 |
| Total fiduciary and related assets | $977,092,000 | 194 |
| Managed Assets ($) | $948,087,000 | 152 |
| Non-managed Assets ($) | $29,005,000 | 315 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,292,000 | 295 |
| 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 | $756,000 | 256 |
| Number of Managed Accounts | $672,000 | 231 |
| Number of Non-Managed Accounts | $84,000 | 211 |
| Total fiduciary and related assets | $964,103,000 | 196 |
| Managed Assets ($) | $934,329,000 | 153 |
| Non-managed Assets ($) | $29,774,000 | 314 |
| Memoranda | ||
| Gross Fiduciary activities income | $651,000 | 293 |
| 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 | $753,000 | 273 |
| Number of Managed Accounts | $669,000 | 238 |
| Number of Non-Managed Accounts | $84,000 | 324 |
| Total fiduciary and related assets | $942,582,000 | 196 |
| Managed Assets ($) | $913,437,000 | 155 |
| Non-managed Assets ($) | $29,145,000 | 409 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,490,000 | 299 |
| 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 | $766,000 | 254 |
| Number of Managed Accounts | $681,000 | 228 |
| Number of Non-Managed Accounts | $85,000 | 215 |
| Total fiduciary and related assets | $903,700,000 | 196 |
| Managed Assets ($) | $874,891,000 | 152 |
| Non-managed Assets ($) | $28,809,000 | 311 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,886,000 | 300 |
| 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 | $775,000 | 250 |
| Number of Managed Accounts | $687,000 | 225 |
| Number of Non-Managed Accounts | $88,000 | 212 |
| Total fiduciary and related assets | $907,603,000 | 194 |
| Managed Assets ($) | $879,000,000 | 151 |
| Non-managed Assets ($) | $28,603,000 | 311 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,253,000 | 300 |
| 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 | $775,000 | 253 |
| Number of Managed Accounts | $691,000 | 221 |
| Number of Non-Managed Accounts | $84,000 | 222 |
| Total fiduciary and related assets | $871,045,000 | 194 |
| Managed Assets ($) | $843,928,000 | 151 |
| Non-managed Assets ($) | $27,117,000 | 318 |
| Memoranda | ||
| Gross Fiduciary activities income | $670,000 | 284 |
| 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 | $769,000 | 266 |
| Number of Managed Accounts | $682,000 | 231 |
| Number of Non-Managed Accounts | $87,000 | 335 |
| Total fiduciary and related assets | $851,567,000 | 196 |
| Managed Assets ($) | $824,053,000 | 153 |
| Non-managed Assets ($) | $27,514,000 | 424 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,298,000 | 301 |
| 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 | $775,000 | 249 |
| Number of Managed Accounts | $690,000 | 216 |
| Number of Non-Managed Accounts | $85,000 | 218 |
| Total fiduciary and related assets | $800,966,000 | 196 |
| Managed Assets ($) | $775,110,000 | 154 |
| Non-managed Assets ($) | $25,856,000 | 307 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,710,000 | 300 |
| 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 | $778,000 | 245 |
| Number of Managed Accounts | $692,000 | 212 |
| Number of Non-Managed Accounts | $86,000 | 220 |
| Total fiduciary and related assets | $768,337,000 | 192 |
| Managed Assets ($) | $743,290,000 | 155 |
| Non-managed Assets ($) | $25,047,000 | 311 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,160,000 | 299 |
| 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 | $773,000 | 250 |
| Number of Managed Accounts | $685,000 | 214 |
| Number of Non-Managed Accounts | $88,000 | 223 |
| Total fiduciary and related assets | $758,946,000 | 193 |
| Managed Assets ($) | $733,185,000 | 157 |
| Non-managed Assets ($) | $25,761,000 | 315 |
| Memoranda | ||
| Gross Fiduciary activities income | $596,000 | 285 |
| 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 | $779,000 | 266 |
| Number of Managed Accounts | $694,000 | 218 |
| Number of Non-Managed Accounts | $85,000 | 354 |
| Total fiduciary and related assets | $709,619,000 | 197 |
| Managed Assets ($) | $686,435,000 | 160 |
| Non-managed Assets ($) | $23,184,000 | 462 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,119,000 | 302 |
| 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 | $775,000 | 240 |
| Number of Managed Accounts | $691,000 | 210 |
| Number of Non-Managed Accounts | $84,000 | 217 |
| Total fiduciary and related assets | $705,551,000 | 197 |
| Managed Assets ($) | $681,825,000 | 157 |
| Non-managed Assets ($) | $23,726,000 | 304 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,554,000 | 303 |
| 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 | $683,000 | 258 |
| Number of Managed Accounts | $600,000 | 230 |
| Number of Non-Managed Accounts | $83,000 | 215 |
| Total fiduciary and related assets | $681,550,000 | 196 |
| Managed Assets ($) | $658,536,000 | 153 |
| Non-managed Assets ($) | $23,014,000 | 304 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,036,000 | 303 |
| 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 | $680,000 | 261 |
| Number of Managed Accounts | $595,000 | 229 |
| Number of Non-Managed Accounts | $85,000 | 213 |
| Total fiduciary and related assets | $679,935,000 | 197 |
| Managed Assets ($) | $655,926,000 | 156 |
| Non-managed Assets ($) | $24,009,000 | 301 |
| Memoranda | ||
| Gross Fiduciary activities income | $536,000 | 301 |
| 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 | $680,000 | 291 |
| Number of Managed Accounts | $593,000 | 244 |
| Number of Non-Managed Accounts | $87,000 | 345 |
| Total fiduciary and related assets | $642,890,000 | 198 |
| Managed Assets ($) | $617,402,000 | 156 |
| Non-managed Assets ($) | $25,488,000 | 439 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,999,000 | 267 |
| 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 | $682,000 | 258 |
| Number of Managed Accounts | $594,000 | 227 |
| Number of Non-Managed Accounts | $88,000 | 210 |
| Total fiduciary and related assets | $614,401,000 | 201 |
| Managed Assets ($) | $590,474,000 | 158 |
| Non-managed Assets ($) | $23,927,000 | 307 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,515,000 | 265 |
| 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 | $687,000 | 259 |
| Number of Managed Accounts | $599,000 | 226 |
| Number of Non-Managed Accounts | $88,000 | 214 |
| Total fiduciary and related assets | $659,643,000 | 198 |
| Managed Assets ($) | $632,522,000 | 158 |
| Non-managed Assets ($) | $27,121,000 | 307 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,024,000 | 264 |
| 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 | $705,000 | 257 |
| Number of Managed Accounts | $601,000 | 225 |
| Number of Non-Managed Accounts | $104,000 | 206 |
| Total fiduciary and related assets | $659,384,000 | 202 |
| Managed Assets ($) | $630,524,000 | 158 |
| Non-managed Assets ($) | $28,860,000 | 302 |
| Memoranda | ||
| Gross Fiduciary activities income | $527,000 | 260 |
| 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 | $712,000 | 281 |
| Number of Managed Accounts | $608,000 | 239 |
| Number of Non-Managed Accounts | $104,000 | 323 |
| Total fiduciary and related assets | $642,649,000 | 200 |
| Managed Assets ($) | $614,755,000 | 158 |
| Non-managed Assets ($) | $27,894,000 | 436 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,965,000 | 267 |
| 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 | $708,000 | 254 |
| Number of Managed Accounts | $602,000 | 222 |
| Number of Non-Managed Accounts | $106,000 | 206 |
| Total fiduciary and related assets | $601,343,000 | 206 |
| Managed Assets ($) | $571,542,000 | 162 |
| Non-managed Assets ($) | $29,801,000 | 295 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,486,000 | 259 |
| 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 | $700,000 | 257 |
| Number of Managed Accounts | $592,000 | 226 |
| Number of Non-Managed Accounts | $108,000 | 207 |
| Total fiduciary and related assets | $559,953,000 | 208 |
| Managed Assets ($) | $531,222,000 | 162 |
| Non-managed Assets ($) | $28,731,000 | 293 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,025,000 | 255 |
| 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 | $701,000 | 260 |
| Number of Managed Accounts | $591,000 | 224 |
| Number of Non-Managed Accounts | $110,000 | 206 |
| Total fiduciary and related assets | $585,903,000 | 210 |
| Managed Assets ($) | $554,044,000 | 166 |
| Non-managed Assets ($) | $31,859,000 | 293 |
| Memoranda | ||
| Gross Fiduciary activities income | $561,000 | 236 |
| 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 | $696,000 | 297 |
| Number of Managed Accounts | $584,000 | 246 |
| Number of Non-Managed Accounts | $112,000 | 325 |
| Total fiduciary and related assets | $578,005,000 | 214 |
| Managed Assets ($) | $546,230,000 | 172 |
| Non-managed Assets ($) | $31,775,000 | 404 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,924,000 | 253 |
| 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 | $706,000 | 257 |
| Number of Managed Accounts | $625,000 | 223 |
| Number of Non-Managed Accounts | $81,000 | 223 |
| Total fiduciary and related assets | $535,314,000 | 222 |
| Managed Assets ($) | $515,200,000 | 177 |
| Non-managed Assets ($) | $20,114,000 | 291 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,469,000 | 249 |
| 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 | $706,000 | 259 |
| Number of Managed Accounts | $624,000 | 225 |
| Number of Non-Managed Accounts | $82,000 | 229 |
| Total fiduciary and related assets | $491,950,000 | 226 |
| Managed Assets ($) | $473,365,000 | 180 |
| Non-managed Assets ($) | $18,585,000 | 297 |
| Memoranda | ||
| Gross Fiduciary activities income | $994,000 | 250 |
| 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 | $707,000 | 259 |
| Number of Managed Accounts | $621,000 | 222 |
| Number of Non-Managed Accounts | $86,000 | 225 |
| Total fiduciary and related assets | $463,860,000 | 224 |
| Managed Assets ($) | $444,937,000 | 177 |
| Non-managed Assets ($) | $18,923,000 | 297 |
| Memoranda | ||
| Gross Fiduciary activities income | $558,000 | 233 |
| 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 | $710,000 | 294 |
| Number of Managed Accounts | $627,000 | 240 |
| Number of Non-Managed Accounts | $83,000 | 410 |
| Total fiduciary and related assets | $481,964,000 | 227 |
| Managed Assets ($) | $461,934,000 | 178 |
| Non-managed Assets ($) | $20,030,000 | 474 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,463,000 | 232 |
| 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 | $711,000 | 258 |
| Number of Managed Accounts | $626,000 | 220 |
| Number of Non-Managed Accounts | $85,000 | 236 |
| Total fiduciary and related assets | $520,980,000 | 231 |
| Managed Assets ($) | $327,515,000 | 239 |
| Non-managed Assets ($) | $193,465,000 | 168 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,881,000 | 237 |
| 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 | $627,000 | 224 |
| Number of Non-Managed Accounts | $84,000 | 238 |
| Total fiduciary and related assets | $560,032,000 | 233 |
| Managed Assets ($) | $346,844,000 | 241 |
| Non-managed Assets ($) | $213,188,000 | 171 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,256,000 | 241 |
| 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 | $640,000 | 220 |
| Number of Non-Managed Accounts | $75,000 | 251 |
| Total fiduciary and related assets | $568,736,000 | 238 |
| Managed Assets ($) | $355,426,000 | 241 |
| Non-managed Assets ($) | $213,310,000 | 175 |
| Memoranda | ||
| Gross Fiduciary activities income | $647,000 | 238 |
| 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 | $713,000 | 290 |
| Number of Managed Accounts | $638,000 | 230 |
| Number of Non-Managed Accounts | $75,000 | 448 |
| Total fiduciary and related assets | $598,750,000 | 235 |
| Managed Assets ($) | $377,391,000 | 238 |
| Non-managed Assets ($) | $221,359,000 | 176 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,621,000 | 234 |
| 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 | $707,000 | 261 |
| Number of Managed Accounts | $629,000 | 220 |
| Number of Non-Managed Accounts | $78,000 | 236 |
| Total fiduciary and related assets | $539,239,000 | 245 |
| Managed Assets ($) | $347,461,000 | 246 |
| Non-managed Assets ($) | $191,778,000 | 183 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,989,000 | 231 |
| 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 | $693,000 | 268 |
| Number of Managed Accounts | $619,000 | 227 |
| Number of Non-Managed Accounts | $74,000 | 249 |
| Total fiduciary and related assets | $531,334,000 | 256 |
| Managed Assets ($) | $336,781,000 | 254 |
| Non-managed Assets ($) | $194,553,000 | 187 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,349,000 | 235 |
| 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 | $689,000 | 271 |
| Number of Managed Accounts | $614,000 | 229 |
| Number of Non-Managed Accounts | $75,000 | 254 |
| Total fiduciary and related assets | $512,596,000 | 260 |
| Managed Assets ($) | $326,788,000 | 255 |
| Non-managed Assets ($) | $185,808,000 | 189 |
| Memoranda | ||
| Gross Fiduciary activities income | $707,000 | 228 |
| 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 | $677,000 | 303 |
| Number of Managed Accounts | $602,000 | 244 |
| Number of Non-Managed Accounts | $75,000 | 436 |
| Total fiduciary and related assets | $509,253,000 | 255 |
| Managed Assets ($) | $326,568,000 | 258 |
| Non-managed Assets ($) | $182,685,000 | 191 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,322,000 | 249 |
| 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 | $675,000 | 277 |
| Number of Managed Accounts | $598,000 | 233 |
| Number of Non-Managed Accounts | $77,000 | 252 |
| Total fiduciary and related assets | $468,773,000 | 268 |
| Managed Assets ($) | $300,235,000 | 271 |
| Non-managed Assets ($) | $168,538,000 | 198 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,740,000 | 254 |
| 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 | $665,000 | 282 |
| Number of Managed Accounts | $587,000 | 244 |
| Number of Non-Managed Accounts | $78,000 | 260 |
| Total fiduciary and related assets | $454,337,000 | 274 |
| Managed Assets ($) | $290,141,000 | 277 |
| Non-managed Assets ($) | $164,196,000 | 208 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,147,000 | 256 |
| 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 | $664,000 | 282 |
| Number of Managed Accounts | $587,000 | 240 |
| Number of Non-Managed Accounts | $77,000 | 269 |
| Total fiduciary and related assets | $458,405,000 | 278 |
| Managed Assets ($) | $291,329,000 | 274 |
| Non-managed Assets ($) | $167,076,000 | 204 |
| Memoranda | ||
| Gross Fiduciary activities income | $540,000 | 267 |
| 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 | $662,000 | 311 |
| Number of Managed Accounts | $587,000 | 256 |
| Number of Non-Managed Accounts | $75,000 | 468 |
| Total fiduciary and related assets | $442,984,000 | 278 |
| Managed Assets ($) | $289,604,000 | 274 |
| Non-managed Assets ($) | $153,380,000 | 224 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,220,000 | 251 |
| 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 | $666,000 | 268 |
| Number of Managed Accounts | $589,000 | 236 |
| Number of Non-Managed Accounts | $77,000 | 263 |
| Total fiduciary and related assets | $418,312,000 | 281 |
| Managed Assets ($) | $286,061,000 | 269 |
| Non-managed Assets ($) | $132,251,000 | 218 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,680,000 | 248 |
| 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 | $668,000 | 274 |
| Number of Managed Accounts | $592,000 | 231 |
| Number of Non-Managed Accounts | $76,000 | 267 |
| Total fiduciary and related assets | $409,194,000 | 279 |
| Managed Assets ($) | $282,949,000 | 270 |
| Non-managed Assets ($) | $126,245,000 | 221 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,114,000 | 244 |
| 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 | $644,000 | 281 |
| Number of Managed Accounts | $577,000 | 241 |
| Number of Non-Managed Accounts | $67,000 | 279 |
| Total fiduciary and related assets | $398,821,000 | 285 |
| Managed Assets ($) | $275,427,000 | 274 |
| Non-managed Assets ($) | $123,394,000 | 227 |
| Memoranda | ||
| Gross Fiduciary activities income | $589,000 | 240 |
| 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 | $634,000 | 318 |
| Number of Managed Accounts | $565,000 | 258 |
| Number of Non-Managed Accounts | $69,000 | 502 |
| Total fiduciary and related assets | $405,660,000 | 279 |
| Managed Assets ($) | $279,933,000 | 273 |
| Non-managed Assets ($) | $125,727,000 | 236 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,088,000 | 252 |
| 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 | $623,000 | 278 |
| Number of Managed Accounts | $555,000 | 240 |
| Number of Non-Managed Accounts | $68,000 | 278 |
| Total fiduciary and related assets | $374,845,000 | 285 |
| Managed Assets ($) | $264,925,000 | 271 |
| Non-managed Assets ($) | $109,920,000 | 231 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,579,000 | 256 |
| 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 | $624,000 | 281 |
| Number of Managed Accounts | $554,000 | 240 |
| Number of Non-Managed Accounts | $70,000 | 289 |
| Total fiduciary and related assets | $373,429,000 | 289 |
| Managed Assets ($) | $262,551,000 | 270 |
| Non-managed Assets ($) | $110,878,000 | 231 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,057,000 | 257 |
| 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 | $626,000 | 278 |
| Number of Managed Accounts | $554,000 | 243 |
| Number of Non-Managed Accounts | $72,000 | 289 |
| Total fiduciary and related assets | $374,648,000 | 289 |
| Managed Assets ($) | $262,950,000 | 272 |
| Non-managed Assets ($) | $111,698,000 | 233 |
| Memoranda | ||
| Gross Fiduciary activities income | $524,000 | 259 |
| 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 | $623,000 | 334 |
| Number of Managed Accounts | $551,000 | 266 |
| Number of Non-Managed Accounts | $72,000 | 517 |
| Total fiduciary and related assets | $368,816,000 | 299 |
| Managed Assets ($) | $258,192,000 | 276 |
| Non-managed Assets ($) | $110,624,000 | 246 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,805,000 | 277 |
| 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 | $622,000 | 297 |
| Number of Managed Accounts | $549,000 | 257 |
| Number of Non-Managed Accounts | $73,000 | 298 |
| Total fiduciary and related assets | $341,080,000 | 308 |
| Managed Assets ($) | $243,260,000 | 282 |
| Non-managed Assets ($) | $97,820,000 | 251 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,355,000 | 290 |
| 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 | $623,000 | 302 |
| Number of Managed Accounts | $545,000 | 256 |
| Number of Non-Managed Accounts | $78,000 | 298 |
| Total fiduciary and related assets | $334,926,000 | 314 |
| Managed Assets ($) | $241,245,000 | 285 |
| Non-managed Assets ($) | $93,681,000 | 257 |
| Memoranda | ||
| Gross Fiduciary activities income | $909,000 | 294 |
| 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 | $618,000 | 305 |
| Number of Managed Accounts | $552,000 | 261 |
| Number of Non-Managed Accounts | $66,000 | 313 |
| Total fiduciary and related assets | $312,839,000 | 322 |
| Managed Assets ($) | $225,805,000 | 293 |
| Non-managed Assets ($) | $87,034,000 | 261 |
| Memoranda | ||
| Gross Fiduciary activities income | $467,000 | 293 |
| 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 | $621,000 | 351 |
| Number of Managed Accounts | $557,000 | 284 |
| Number of Non-Managed Accounts | $64,000 | 550 |
| Total fiduciary and related assets | $316,294,000 | 326 |
| Managed Assets ($) | $231,379,000 | 291 |
| Non-managed Assets ($) | $84,915,000 | 281 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,781,000 | 301 |
| 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 | $630,000 | 328 |
| Number of Managed Accounts | $548,000 | 269 |
| Number of Non-Managed Accounts | $82,000 | 455 |
| Total fiduciary and related assets | $350,349,000 | 295 |
| Managed Assets ($) | $253,809,000 | 272 |
| Non-managed Assets ($) | $96,540,000 | 248 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,863,000 | 302 |
| 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 | $1,813,000 | 300 |
| 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 | $1,670,000 | 359 |
| 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 | $1,516,000 | 372 |
| 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 | $1,471,000 | 382 |
| 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 | $1,324,000 | 441 |
| 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 | $1,252,000 | 483 |
| 1994-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,249,000 | 467 |
| 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 | $864,000 | 582 |
| 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 | $753,000 | 631 |