Home > First United Bank & Trust > Fiduciary and Related Services
First United Bank & Trust, 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 | $2,284,000 | 125 |
| Number of Managed Accounts | $2,218,000 | 100 |
| Number of Non-Managed Accounts | $66,000 | 326 |
| Total fiduciary and related assets | $1,100,273,000 | 236 |
| Managed Assets ($) | $1,039,481,000 | 203 |
| Non-managed Assets ($) | $60,792,000 | 334 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,282,000 | 200 |
| 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 | $2,196,000 | 125 |
| Number of Managed Accounts | $2,141,000 | 103 |
| Number of Non-Managed Accounts | $55,000 | 245 |
| Total fiduciary and related assets | $1,056,508,000 | 234 |
| Managed Assets ($) | $996,292,000 | 201 |
| Non-managed Assets ($) | $60,216,000 | 262 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,134,000 | 203 |
| 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 | $2,207,000 | 124 |
| Number of Managed Accounts | $2,151,000 | 100 |
| Number of Non-Managed Accounts | $56,000 | 270 |
| Total fiduciary and related assets | $1,082,078,000 | 228 |
| Managed Assets ($) | $1,022,002,000 | 198 |
| Non-managed Assets ($) | $60,076,000 | 300 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,995,000 | 201 |
| 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 | $2,190,000 | 132 |
| Number of Managed Accounts | $2,133,000 | 109 |
| Number of Non-Managed Accounts | $57,000 | 253 |
| Total fiduciary and related assets | $1,037,515,000 | 241 |
| Managed Assets ($) | $977,426,000 | 211 |
| Non-managed Assets ($) | $60,089,000 | 268 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,970,000 | 207 |
| 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 | $2,182,000 | 133 |
| Number of Managed Accounts | $2,125,000 | 107 |
| Number of Non-Managed Accounts | $57,000 | 369 |
| Total fiduciary and related assets | $981,261,000 | 247 |
| Managed Assets ($) | $922,456,000 | 215 |
| Non-managed Assets ($) | $58,805,000 | 334 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,244,000 | 202 |
| 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 | $2,220,000 | 129 |
| Number of Managed Accounts | $2,164,000 | 108 |
| Number of Non-Managed Accounts | $56,000 | 254 |
| Total fiduciary and related assets | $945,915,000 | 240 |
| Managed Assets ($) | $887,049,000 | 209 |
| Non-managed Assets ($) | $58,866,000 | 280 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,238,000 | 206 |
| 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 | $2,218,000 | 115 |
| Number of Managed Accounts | $2,153,000 | 100 |
| Number of Non-Managed Accounts | $65,000 | 236 |
| Total fiduciary and related assets | $997,747,000 | 206 |
| Managed Assets ($) | $931,399,000 | 177 |
| Non-managed Assets ($) | $66,348,000 | 266 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,233,000 | 172 |
| 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 | $2,239,000 | 116 |
| Number of Managed Accounts | $2,169,000 | 98 |
| Number of Non-Managed Accounts | $70,000 | 208 |
| Total fiduciary and related assets | $1,088,398,000 | 210 |
| Managed Assets ($) | $1,013,883,000 | 179 |
| Non-managed Assets ($) | $74,515,000 | 234 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,189,000 | 170 |
| 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 | $2,230,000 | 117 |
| Number of Managed Accounts | $2,159,000 | 99 |
| Number of Non-Managed Accounts | $71,000 | 300 |
| Total fiduciary and related assets | $1,138,610,000 | 210 |
| Managed Assets ($) | $1,061,312,000 | 182 |
| Non-managed Assets ($) | $77,298,000 | 292 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,650,000 | 169 |
| 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 | $2,258,000 | 116 |
| Number of Managed Accounts | $2,187,000 | 99 |
| Number of Non-Managed Accounts | $71,000 | 210 |
| Total fiduciary and related assets | $1,099,842,000 | 209 |
| Managed Assets ($) | $1,025,084,000 | 183 |
| Non-managed Assets ($) | $74,758,000 | 236 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,441,000 | 167 |
| 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 | $2,216,000 | 117 |
| Number of Managed Accounts | $2,140,000 | 102 |
| Number of Non-Managed Accounts | $76,000 | 218 |
| Total fiduciary and related assets | $1,079,867,000 | 215 |
| Managed Assets ($) | $1,007,869,000 | 184 |
| Non-managed Assets ($) | $71,998,000 | 272 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,275,000 | 166 |
| 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 | $2,251,000 | 118 |
| Number of Managed Accounts | $2,171,000 | 101 |
| Number of Non-Managed Accounts | $80,000 | 202 |
| Total fiduciary and related assets | $1,057,920,000 | 210 |
| Managed Assets ($) | $987,513,000 | 180 |
| Non-managed Assets ($) | $70,407,000 | 237 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,241,000 | 162 |
| 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 | $2,230,000 | 121 |
| Number of Managed Accounts | $2,147,000 | 102 |
| Number of Non-Managed Accounts | $83,000 | 280 |
| Total fiduciary and related assets | $1,033,377,000 | 209 |
| Managed Assets ($) | $963,034,000 | 180 |
| Non-managed Assets ($) | $70,343,000 | 292 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,446,000 | 175 |
| 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 | $2,222,000 | 117 |
| Number of Managed Accounts | $2,141,000 | 102 |
| Number of Non-Managed Accounts | $81,000 | 203 |
| Total fiduciary and related assets | $941,428,000 | 208 |
| Managed Assets ($) | $873,248,000 | 179 |
| Non-managed Assets ($) | $68,180,000 | 232 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,355,000 | 176 |
| 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 | $2,218,000 | 118 |
| Number of Managed Accounts | $2,142,000 | 104 |
| Number of Non-Managed Accounts | $76,000 | 223 |
| Total fiduciary and related assets | $899,792,000 | 215 |
| Managed Assets ($) | $833,416,000 | 185 |
| Non-managed Assets ($) | $66,376,000 | 262 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,485,000 | 178 |
| 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 | $2,199,000 | 119 |
| Number of Managed Accounts | $2,125,000 | 102 |
| Number of Non-Managed Accounts | $74,000 | 212 |
| Total fiduciary and related assets | $817,571,000 | 211 |
| Managed Assets ($) | $750,667,000 | 182 |
| Non-managed Assets ($) | $66,904,000 | 227 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,753,000 | 180 |
| 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 | $2,189,000 | 121 |
| Number of Managed Accounts | $2,117,000 | 106 |
| Number of Non-Managed Accounts | $72,000 | 315 |
| Total fiduciary and related assets | $892,436,000 | 219 |
| Managed Assets ($) | $821,110,000 | 191 |
| Non-managed Assets ($) | $71,326,000 | 283 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,148,000 | 176 |
| 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 | $2,167,000 | 120 |
| Number of Managed Accounts | $2,097,000 | 105 |
| Number of Non-Managed Accounts | $70,000 | 214 |
| Total fiduciary and related assets | $860,496,000 | 215 |
| Managed Assets ($) | $790,142,000 | 186 |
| Non-managed Assets ($) | $70,354,000 | 242 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,345,000 | 174 |
| 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 | $2,159,000 | 120 |
| Number of Managed Accounts | $2,088,000 | 104 |
| Number of Non-Managed Accounts | $71,000 | 225 |
| Total fiduciary and related assets | $884,062,000 | 208 |
| Managed Assets ($) | $813,784,000 | 181 |
| Non-managed Assets ($) | $70,278,000 | 263 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,547,000 | 174 |
| 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 | $2,143,000 | 123 |
| Number of Managed Accounts | $2,068,000 | 107 |
| Number of Non-Managed Accounts | $75,000 | 218 |
| Total fiduciary and related assets | $860,613,000 | 212 |
| Managed Assets ($) | $790,241,000 | 182 |
| Non-managed Assets ($) | $70,372,000 | 265 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,715,000 | 177 |
| 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 | $2,137,000 | 120 |
| Number of Managed Accounts | $2,067,000 | 104 |
| Number of Non-Managed Accounts | $70,000 | 327 |
| Total fiduciary and related assets | $801,384,000 | 217 |
| Managed Assets ($) | $732,909,000 | 184 |
| Non-managed Assets ($) | $68,475,000 | 285 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,692,000 | 181 |
| 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 | $2,128,000 | 119 |
| Number of Managed Accounts | $2,056,000 | 102 |
| Number of Non-Managed Accounts | $72,000 | 226 |
| Total fiduciary and related assets | $855,751,000 | 215 |
| Managed Assets ($) | $785,991,000 | 182 |
| Non-managed Assets ($) | $69,760,000 | 268 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,010,000 | 182 |
| 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 | $2,114,000 | 119 |
| Number of Managed Accounts | $2,047,000 | 101 |
| Number of Non-Managed Accounts | $67,000 | 237 |
| Total fiduciary and related assets | $835,973,000 | 215 |
| Managed Assets ($) | $769,602,000 | 184 |
| Non-managed Assets ($) | $66,371,000 | 268 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,305,000 | 183 |
| 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 | $2,090,000 | 122 |
| Number of Managed Accounts | $2,023,000 | 102 |
| Number of Non-Managed Accounts | $67,000 | 237 |
| Total fiduciary and related assets | $821,400,000 | 218 |
| Managed Assets ($) | $755,559,000 | 183 |
| Non-managed Assets ($) | $65,841,000 | 270 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,664,000 | 183 |
| 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 | $2,050,000 | 124 |
| Number of Managed Accounts | $1,997,000 | 102 |
| Number of Non-Managed Accounts | $53,000 | 403 |
| Total fiduciary and related assets | $815,631,000 | 218 |
| Managed Assets ($) | $762,270,000 | 183 |
| Non-managed Assets ($) | $53,361,000 | 325 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,245,000 | 184 |
| 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 | $1,991,000 | 126 |
| Number of Managed Accounts | $1,953,000 | 105 |
| Number of Non-Managed Accounts | $38,000 | 281 |
| Total fiduciary and related assets | $785,477,000 | 219 |
| Managed Assets ($) | $733,194,000 | 182 |
| Non-managed Assets ($) | $52,283,000 | 277 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,629,000 | 183 |
| 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 | $1,967,000 | 122 |
| Number of Managed Accounts | $1,926,000 | 100 |
| Number of Non-Managed Accounts | $41,000 | 276 |
| Total fiduciary and related assets | $773,092,000 | 217 |
| Managed Assets ($) | $716,786,000 | 181 |
| Non-managed Assets ($) | $56,306,000 | 269 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,050,000 | 185 |
| 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 | $1,950,000 | 122 |
| Number of Managed Accounts | $1,908,000 | 99 |
| Number of Non-Managed Accounts | $42,000 | 272 |
| Total fiduciary and related assets | $756,964,000 | 218 |
| Managed Assets ($) | $703,887,000 | 180 |
| Non-managed Assets ($) | $53,077,000 | 272 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,515,000 | 183 |
| 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 | $1,939,000 | 125 |
| Number of Managed Accounts | $1,898,000 | 100 |
| Number of Non-Managed Accounts | $41,000 | 467 |
| Total fiduciary and related assets | $732,891,000 | 217 |
| Managed Assets ($) | $680,511,000 | 183 |
| Non-managed Assets ($) | $52,380,000 | 318 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,837,000 | 180 |
| 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 | $1,925,000 | 123 |
| Number of Managed Accounts | $1,863,000 | 98 |
| Number of Non-Managed Accounts | $62,000 | 249 |
| Total fiduciary and related assets | $751,788,000 | 218 |
| Managed Assets ($) | $683,199,000 | 181 |
| Non-managed Assets ($) | $68,589,000 | 254 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,368,000 | 181 |
| 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 | $1,910,000 | 124 |
| Number of Managed Accounts | $1,849,000 | 99 |
| Number of Non-Managed Accounts | $61,000 | 253 |
| Total fiduciary and related assets | $739,824,000 | 221 |
| Managed Assets ($) | $673,932,000 | 182 |
| Non-managed Assets ($) | $65,892,000 | 256 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,934,000 | 180 |
| 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 | $1,933,000 | 124 |
| Number of Managed Accounts | $1,868,000 | 101 |
| Number of Non-Managed Accounts | $65,000 | 244 |
| Total fiduciary and related assets | $724,914,000 | 219 |
| Managed Assets ($) | $658,806,000 | 182 |
| Non-managed Assets ($) | $66,108,000 | 257 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,417,000 | 184 |
| 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 | $1,920,000 | 124 |
| Number of Managed Accounts | $1,856,000 | 99 |
| Number of Non-Managed Accounts | $64,000 | 379 |
| Total fiduciary and related assets | $712,245,000 | 219 |
| Managed Assets ($) | $645,147,000 | 184 |
| Non-managed Assets ($) | $67,098,000 | 276 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,641,000 | 185 |
| 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 | $1,933,000 | 122 |
| Number of Managed Accounts | $1,869,000 | 98 |
| Number of Non-Managed Accounts | $64,000 | 243 |
| Total fiduciary and related assets | $701,821,000 | 219 |
| Managed Assets ($) | $631,833,000 | 183 |
| Non-managed Assets ($) | $69,988,000 | 252 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,225,000 | 186 |
| 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 | $1,940,000 | 122 |
| Number of Managed Accounts | $1,865,000 | 100 |
| Number of Non-Managed Accounts | $75,000 | 227 |
| Total fiduciary and related assets | $728,148,000 | 222 |
| Managed Assets ($) | $657,689,000 | 183 |
| Non-managed Assets ($) | $70,459,000 | 255 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,770,000 | 188 |
| 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 | $1,910,000 | 124 |
| Number of Managed Accounts | $1,841,000 | 99 |
| Number of Non-Managed Accounts | $69,000 | 244 |
| Total fiduciary and related assets | $725,199,000 | 223 |
| Managed Assets ($) | $681,921,000 | 180 |
| Non-managed Assets ($) | $43,278,000 | 298 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,381,000 | 193 |
| 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 | $1,880,000 | 125 |
| Number of Managed Accounts | $1,817,000 | 100 |
| Number of Non-Managed Accounts | $63,000 | 402 |
| Total fiduciary and related assets | $691,673,000 | 227 |
| Managed Assets ($) | $649,959,000 | 187 |
| Non-managed Assets ($) | $41,714,000 | 364 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,343,000 | 188 |
| 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 | $1,859,000 | 121 |
| Number of Managed Accounts | $1,786,000 | 101 |
| Number of Non-Managed Accounts | $73,000 | 232 |
| Total fiduciary and related assets | $678,026,000 | 231 |
| Managed Assets ($) | $634,889,000 | 188 |
| Non-managed Assets ($) | $43,137,000 | 295 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,922,000 | 192 |
| 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 | $1,831,000 | 120 |
| Number of Managed Accounts | $1,758,000 | 100 |
| Number of Non-Managed Accounts | $73,000 | 233 |
| Total fiduciary and related assets | $677,416,000 | 230 |
| Managed Assets ($) | $631,766,000 | 189 |
| Non-managed Assets ($) | $45,650,000 | 288 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,568,000 | 192 |
| 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 | $1,791,000 | 124 |
| Number of Managed Accounts | $1,723,000 | 101 |
| Number of Non-Managed Accounts | $68,000 | 241 |
| Total fiduciary and related assets | $651,227,000 | 233 |
| Managed Assets ($) | $602,767,000 | 190 |
| Non-managed Assets ($) | $48,460,000 | 285 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,252,000 | 197 |
| 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 | $1,776,000 | 128 |
| Number of Managed Accounts | $1,710,000 | 105 |
| Number of Non-Managed Accounts | $66,000 | 394 |
| Total fiduciary and related assets | $637,380,000 | 232 |
| Managed Assets ($) | $590,760,000 | 190 |
| Non-managed Assets ($) | $46,620,000 | 337 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,007,000 | 186 |
| 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 | $1,760,000 | 126 |
| Number of Managed Accounts | $1,698,000 | 102 |
| Number of Non-Managed Accounts | $62,000 | 246 |
| Total fiduciary and related assets | $616,239,000 | 233 |
| Managed Assets ($) | $572,038,000 | 187 |
| Non-managed Assets ($) | $44,201,000 | 279 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,722,000 | 183 |
| 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 | $1,856,000 | 121 |
| Number of Managed Accounts | $1,684,000 | 101 |
| Number of Non-Managed Accounts | $172,000 | 164 |
| Total fiduciary and related assets | $623,578,000 | 223 |
| Managed Assets ($) | $552,311,000 | 182 |
| Non-managed Assets ($) | $71,267,000 | 249 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,383,000 | 188 |
| 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 | $1,830,000 | 122 |
| Number of Managed Accounts | $1,660,000 | 100 |
| Number of Non-Managed Accounts | $170,000 | 167 |
| Total fiduciary and related assets | $624,249,000 | 224 |
| Managed Assets ($) | $551,868,000 | 185 |
| Non-managed Assets ($) | $72,381,000 | 251 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,196,000 | 186 |
| 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 | $1,814,000 | 130 |
| Number of Managed Accounts | $1,638,000 | 100 |
| Number of Non-Managed Accounts | $176,000 | 230 |
| Total fiduciary and related assets | $602,149,000 | 227 |
| Managed Assets ($) | $531,332,000 | 184 |
| Non-managed Assets ($) | $70,817,000 | 281 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,608,000 | 184 |
| 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 | $1,798,000 | 123 |
| Number of Managed Accounts | $1,620,000 | 99 |
| Number of Non-Managed Accounts | $178,000 | 158 |
| Total fiduciary and related assets | $600,575,000 | 225 |
| Managed Assets ($) | $530,172,000 | 183 |
| Non-managed Assets ($) | $70,403,000 | 244 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,408,000 | 183 |
| 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 | $1,790,000 | 122 |
| Number of Managed Accounts | $1,609,000 | 100 |
| Number of Non-Managed Accounts | $181,000 | 158 |
| Total fiduciary and related assets | $583,719,000 | 223 |
| Managed Assets ($) | $515,235,000 | 179 |
| Non-managed Assets ($) | $68,484,000 | 243 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,269,000 | 184 |
| 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 | $1,769,000 | 125 |
| Number of Managed Accounts | $1,591,000 | 101 |
| Number of Non-Managed Accounts | $178,000 | 160 |
| Total fiduciary and related assets | $593,385,000 | 217 |
| Managed Assets ($) | $523,578,000 | 181 |
| Non-managed Assets ($) | $69,807,000 | 237 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,114,000 | 186 |
| 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 | $1,762,000 | 127 |
| Number of Managed Accounts | $1,577,000 | 103 |
| Number of Non-Managed Accounts | $185,000 | 220 |
| Total fiduciary and related assets | $565,008,000 | 216 |
| Managed Assets ($) | $497,983,000 | 182 |
| Non-managed Assets ($) | $67,025,000 | 274 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,413,000 | 151 |
| 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 | $1,748,000 | 122 |
| Number of Managed Accounts | $1,570,000 | 104 |
| Number of Non-Managed Accounts | $178,000 | 163 |
| Total fiduciary and related assets | $553,995,000 | 211 |
| Managed Assets ($) | $492,716,000 | 175 |
| Non-managed Assets ($) | $61,279,000 | 243 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,237,000 | 154 |
| 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 | $1,731,000 | 125 |
| Number of Managed Accounts | $1,556,000 | 106 |
| Number of Non-Managed Accounts | $175,000 | 169 |
| Total fiduciary and related assets | $581,803,000 | 214 |
| Managed Assets ($) | $514,106,000 | 176 |
| Non-managed Assets ($) | $67,697,000 | 239 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,143,000 | 159 |
| 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 | $1,719,000 | 124 |
| Number of Managed Accounts | $1,542,000 | 98 |
| Number of Non-Managed Accounts | $177,000 | 170 |
| Total fiduciary and related assets | $574,040,000 | 216 |
| Managed Assets ($) | $506,544,000 | 178 |
| Non-managed Assets ($) | $67,496,000 | 239 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,064,000 | 160 |
| 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 | $1,712,000 | 128 |
| Number of Managed Accounts | $1,537,000 | 99 |
| Number of Non-Managed Accounts | $175,000 | 240 |
| Total fiduciary and related assets | $561,788,000 | 220 |
| Managed Assets ($) | $489,675,000 | 181 |
| Non-managed Assets ($) | $72,113,000 | 266 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,096,000 | 158 |
| 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 | $1,704,000 | 124 |
| Number of Managed Accounts | $1,531,000 | 97 |
| Number of Non-Managed Accounts | $173,000 | 171 |
| Total fiduciary and related assets | $542,155,000 | 224 |
| Managed Assets ($) | $476,196,000 | 180 |
| Non-managed Assets ($) | $65,959,000 | 237 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,978,000 | 160 |
| 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 | $1,710,000 | 125 |
| Number of Managed Accounts | $1,536,000 | 95 |
| Number of Non-Managed Accounts | $174,000 | 169 |
| Total fiduciary and related assets | $512,049,000 | 222 |
| Managed Assets ($) | $449,679,000 | 179 |
| Non-managed Assets ($) | $62,370,000 | 243 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,037,000 | 161 |
| 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 | $1,682,000 | 126 |
| Number of Managed Accounts | $1,506,000 | 97 |
| Number of Non-Managed Accounts | $176,000 | 169 |
| Total fiduciary and related assets | $527,357,000 | 228 |
| Managed Assets ($) | $461,850,000 | 184 |
| Non-managed Assets ($) | $65,507,000 | 249 |
| Memoranda | ||
| Gross Fiduciary activities income | $986,000 | 165 |
| 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 | $1,677,000 | 136 |
| Number of Managed Accounts | $1,499,000 | 102 |
| Number of Non-Managed Accounts | $178,000 | 236 |
| Total fiduciary and related assets | $514,152,000 | 234 |
| Managed Assets ($) | $448,253,000 | 190 |
| Non-managed Assets ($) | $65,899,000 | 284 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,665,000 | 174 |
| 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 | $1,652,000 | 129 |
| Number of Managed Accounts | $1,485,000 | 97 |
| Number of Non-Managed Accounts | $167,000 | 171 |
| Total fiduciary and related assets | $500,717,000 | 233 |
| Managed Assets ($) | $441,383,000 | 195 |
| Non-managed Assets ($) | $59,334,000 | 242 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,631,000 | 178 |
| 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 | $1,658,000 | 126 |
| Number of Managed Accounts | $1,490,000 | 99 |
| Number of Non-Managed Accounts | $168,000 | 175 |
| Total fiduciary and related assets | $463,716,000 | 236 |
| Managed Assets ($) | $410,723,000 | 199 |
| Non-managed Assets ($) | $52,993,000 | 245 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,686,000 | 181 |
| 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 | $1,680,000 | 119 |
| Number of Managed Accounts | $1,512,000 | 98 |
| Number of Non-Managed Accounts | $168,000 | 175 |
| Total fiduciary and related assets | $432,871,000 | 239 |
| Managed Assets ($) | $385,801,000 | 201 |
| Non-managed Assets ($) | $47,070,000 | 252 |
| Memoranda | ||
| Gross Fiduciary activities income | $830,000 | 184 |
| 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 | $1,717,000 | 134 |
| Number of Managed Accounts | $1,548,000 | 101 |
| Number of Non-Managed Accounts | $169,000 | 250 |
| Total fiduciary and related assets | $448,780,000 | 240 |
| Managed Assets ($) | $399,300,000 | 204 |
| Non-managed Assets ($) | $49,480,000 | 321 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,912,000 | 180 |
| 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 | $1,724,000 | 123 |
| Number of Managed Accounts | $1,563,000 | 97 |
| Number of Non-Managed Accounts | $161,000 | 183 |
| Total fiduciary and related assets | $490,405,000 | 244 |
| Managed Assets ($) | $433,628,000 | 205 |
| Non-managed Assets ($) | $56,777,000 | 262 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,989,000 | 182 |
| 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 | $1,712,000 | 127 |
| Number of Managed Accounts | $1,569,000 | 100 |
| Number of Non-Managed Accounts | $143,000 | 198 |
| Total fiduciary and related assets | $521,736,000 | 246 |
| Managed Assets ($) | $468,830,000 | 199 |
| Non-managed Assets ($) | $52,906,000 | 282 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,018,000 | 184 |
| 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 | $1,694,000 | 131 |
| Number of Managed Accounts | $1,550,000 | 99 |
| Number of Non-Managed Accounts | $144,000 | 196 |
| Total fiduciary and related assets | $520,462,000 | 252 |
| Managed Assets ($) | $474,994,000 | 203 |
| Non-managed Assets ($) | $45,468,000 | 291 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,032,000 | 181 |
| 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 | $1,670,000 | 136 |
| Number of Managed Accounts | $1,525,000 | 102 |
| Number of Non-Managed Accounts | $145,000 | 289 |
| Total fiduciary and related assets | $529,685,000 | 252 |
| Managed Assets ($) | $481,852,000 | 206 |
| Non-managed Assets ($) | $47,833,000 | 363 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,076,000 | 178 |
| 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 | $1,660,000 | 127 |
| Number of Managed Accounts | $1,515,000 | 100 |
| Number of Non-Managed Accounts | $145,000 | 190 |
| Total fiduciary and related assets | $529,291,000 | 249 |
| Managed Assets ($) | $474,391,000 | 209 |
| Non-managed Assets ($) | $54,900,000 | 267 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,986,000 | 177 |
| 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 | $1,662,000 | 126 |
| Number of Managed Accounts | $1,512,000 | 100 |
| Number of Non-Managed Accounts | $150,000 | 195 |
| Total fiduciary and related assets | $511,723,000 | 262 |
| Managed Assets ($) | $455,320,000 | 222 |
| Non-managed Assets ($) | $56,403,000 | 272 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,003,000 | 184 |
| 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 | $1,651,000 | 129 |
| Number of Managed Accounts | $1,500,000 | 99 |
| Number of Non-Managed Accounts | $151,000 | 197 |
| Total fiduciary and related assets | $496,125,000 | 264 |
| Managed Assets ($) | $440,846,000 | 215 |
| Non-managed Assets ($) | $55,279,000 | 274 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,006,000 | 180 |
| 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 | $1,652,000 | 138 |
| Number of Managed Accounts | $1,504,000 | 103 |
| Number of Non-Managed Accounts | $148,000 | 286 |
| Total fiduciary and related assets | $485,745,000 | 263 |
| Managed Assets ($) | $429,429,000 | 216 |
| Non-managed Assets ($) | $56,316,000 | 334 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,671,000 | 181 |
| 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 | $1,675,000 | 135 |
| Number of Managed Accounts | $1,526,000 | 104 |
| Number of Non-Managed Accounts | $149,000 | 205 |
| Total fiduciary and related assets | $467,524,000 | 269 |
| Managed Assets ($) | $413,330,000 | 222 |
| Non-managed Assets ($) | $54,194,000 | 275 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,636,000 | 192 |
| 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 | $1,668,000 | 140 |
| Number of Managed Accounts | $1,519,000 | 111 |
| Number of Non-Managed Accounts | $149,000 | 211 |
| Total fiduciary and related assets | $450,910,000 | 277 |
| Managed Assets ($) | $396,293,000 | 230 |
| Non-managed Assets ($) | $54,617,000 | 278 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,726,000 | 198 |
| 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 | $1,665,000 | 139 |
| Number of Managed Accounts | $1,516,000 | 108 |
| Number of Non-Managed Accounts | $149,000 | 214 |
| Total fiduciary and related assets | $458,911,000 | 277 |
| Managed Assets ($) | $404,040,000 | 229 |
| Non-managed Assets ($) | $54,871,000 | 279 |
| Memoranda | ||
| Gross Fiduciary activities income | $880,000 | 197 |
| 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 | $1,668,000 | 144 |
| Number of Managed Accounts | $1,518,000 | 111 |
| Number of Non-Managed Accounts | $150,000 | 298 |
| Total fiduciary and related assets | $447,937,000 | 275 |
| Managed Assets ($) | $394,468,000 | 228 |
| Non-managed Assets ($) | $53,469,000 | 336 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,260,000 | 198 |
| 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 | $1,671,000 | 131 |
| Number of Managed Accounts | $1,519,000 | 107 |
| Number of Non-Managed Accounts | $152,000 | 210 |
| Total fiduciary and related assets | $431,397,000 | 274 |
| Managed Assets ($) | $376,506,000 | 232 |
| Non-managed Assets ($) | $54,891,000 | 277 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,404,000 | 196 |
| 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 | $1,629,000 | 135 |
| Number of Managed Accounts | $1,477,000 | 107 |
| Number of Non-Managed Accounts | $152,000 | 214 |
| Total fiduciary and related assets | $422,750,000 | 272 |
| Managed Assets ($) | $368,484,000 | 230 |
| Non-managed Assets ($) | $54,266,000 | 278 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,584,000 | 198 |
| 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 | $1,606,000 | 139 |
| Number of Managed Accounts | $1,462,000 | 113 |
| Number of Non-Managed Accounts | $144,000 | 220 |
| Total fiduciary and related assets | $418,304,000 | 272 |
| Managed Assets ($) | $364,156,000 | 234 |
| Non-managed Assets ($) | $54,148,000 | 279 |
| Memoranda | ||
| Gross Fiduciary activities income | $790,000 | 201 |
| 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 | $1,610,000 | 150 |
| Number of Managed Accounts | $1,467,000 | 115 |
| Number of Non-Managed Accounts | $143,000 | 322 |
| Total fiduciary and related assets | $421,339,000 | 274 |
| Managed Assets ($) | $366,908,000 | 230 |
| Non-managed Assets ($) | $54,431,000 | 329 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,153,000 | 201 |
| 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 | $1,554,000 | 145 |
| Number of Managed Accounts | $1,441,000 | 114 |
| Number of Non-Managed Accounts | $113,000 | 242 |
| Total fiduciary and related assets | $389,181,000 | 277 |
| Managed Assets ($) | $337,203,000 | 230 |
| Non-managed Assets ($) | $51,978,000 | 280 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,042,000 | 214 |
| 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 | $1,528,000 | 147 |
| Number of Managed Accounts | $1,414,000 | 115 |
| Number of Non-Managed Accounts | $114,000 | 253 |
| Total fiduciary and related assets | $378,618,000 | 287 |
| Managed Assets ($) | $326,585,000 | 234 |
| Non-managed Assets ($) | $52,033,000 | 289 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,400,000 | 217 |
| 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 | $1,471,000 | 152 |
| Number of Managed Accounts | $1,357,000 | 121 |
| Number of Non-Managed Accounts | $114,000 | 249 |
| Total fiduciary and related assets | $375,412,000 | 288 |
| Managed Assets ($) | $324,472,000 | 241 |
| Non-managed Assets ($) | $50,940,000 | 291 |
| Memoranda | ||
| Gross Fiduciary activities income | $700,000 | 215 |
| 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 | $1,435,000 | 168 |
| Number of Managed Accounts | $1,318,000 | 129 |
| Number of Non-Managed Accounts | $117,000 | 395 |
| Total fiduciary and related assets | $351,715,000 | 306 |
| Managed Assets ($) | $302,626,000 | 253 |
| Non-managed Assets ($) | $49,089,000 | 360 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,520,000 | 228 |
| 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 | $1,389,000 | 168 |
| Number of Managed Accounts | $1,270,000 | 134 |
| Number of Non-Managed Accounts | $119,000 | 260 |
| Total fiduciary and related assets | $330,346,000 | 314 |
| Managed Assets ($) | $282,421,000 | 261 |
| Non-managed Assets ($) | $47,925,000 | 305 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,905,000 | 230 |
| 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 | $1,362,000 | 169 |
| Number of Managed Accounts | $1,238,000 | 140 |
| Number of Non-Managed Accounts | $124,000 | 264 |
| Total fiduciary and related assets | $321,180,000 | 322 |
| Managed Assets ($) | $274,378,000 | 266 |
| Non-managed Assets ($) | $46,802,000 | 304 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,270,000 | 234 |
| 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 | $1,342,000 | 175 |
| Number of Managed Accounts | $1,213,000 | 147 |
| Number of Non-Managed Accounts | $129,000 | 263 |
| Total fiduciary and related assets | $306,456,000 | 328 |
| Managed Assets ($) | $256,513,000 | 275 |
| Non-managed Assets ($) | $49,943,000 | 301 |
| Memoranda | ||
| Gross Fiduciary activities income | $635,000 | 242 |
| 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 | $1,335,000 | 189 |
| Number of Managed Accounts | $1,207,000 | 152 |
| Number of Non-Managed Accounts | $128,000 | 375 |
| Total fiduciary and related assets | $289,484,000 | 341 |
| Managed Assets ($) | $246,022,000 | 282 |
| Non-managed Assets ($) | $43,462,000 | 376 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,146,000 | 275 |
| 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 | $1,293,000 | 183 |
| Number of Managed Accounts | $1,169,000 | 146 |
| Number of Non-Managed Accounts | $124,000 | 371 |
| Total fiduciary and related assets | $289,251,000 | 330 |
| Managed Assets ($) | $249,086,000 | 275 |
| Non-managed Assets ($) | $40,165,000 | 376 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,511,000 | 252 |
| 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 | $2,275,000 | 272 |
| 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 | $1,755,000 | 342 |
| 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 | $1,495,000 | 377 |
| 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 | $1,275,000 | 409 |
| 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 | $1,139,000 | 472 |
| 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 | $1,175,000 | 496 |
| 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 | $773,000 | 594 |
| 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 | $740,000 | 634 |
| 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 | $650,000 | 676 |