Home > Hickory Point Bank and Trust > Fiduciary and Related Services
Hickory Point Bank and 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 | $490,000 | 373 |
| Number of Managed Accounts | $438,000 | 341 |
| Number of Non-Managed Accounts | $52,000 | 374 |
| Total fiduciary and related assets | $936,043,000 | 261 |
| Managed Assets ($) | $858,595,000 | 230 |
| Non-managed Assets ($) | $77,448,000 | 307 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,169,000 | 287 |
| 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 | $498,000 | 302 |
| Number of Managed Accounts | $446,000 | 278 |
| Number of Non-Managed Accounts | $52,000 | 252 |
| Total fiduciary and related assets | $925,213,000 | 250 |
| Managed Assets ($) | $849,258,000 | 221 |
| Non-managed Assets ($) | $75,955,000 | 253 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,099,000 | 287 |
| 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 | $491,000 | 347 |
| Number of Managed Accounts | $442,000 | 317 |
| Number of Non-Managed Accounts | $49,000 | 287 |
| Total fiduciary and related assets | $917,012,000 | 253 |
| Managed Assets ($) | $841,812,000 | 225 |
| Non-managed Assets ($) | $75,200,000 | 288 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,176,000 | 276 |
| 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 | $473,000 | 316 |
| Number of Managed Accounts | $444,000 | 286 |
| Number of Non-Managed Accounts | $29,000 | 296 |
| Total fiduciary and related assets | $902,428,000 | 256 |
| Managed Assets ($) | $846,456,000 | 231 |
| Non-managed Assets ($) | $55,972,000 | 272 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,273,000 | 267 |
| 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 | $456,000 | 390 |
| Number of Managed Accounts | $431,000 | 347 |
| Number of Non-Managed Accounts | $25,000 | 515 |
| Total fiduciary and related assets | $887,303,000 | 264 |
| Managed Assets ($) | $832,764,000 | 229 |
| Non-managed Assets ($) | $54,539,000 | 346 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,102,000 | 268 |
| 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 | $445,000 | 326 |
| Number of Managed Accounts | $421,000 | 298 |
| Number of Non-Managed Accounts | $24,000 | 316 |
| Total fiduciary and related assets | $829,430,000 | 260 |
| Managed Assets ($) | $786,718,000 | 228 |
| Non-managed Assets ($) | $42,712,000 | 294 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,545,000 | 272 |
| 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 | $390,000 | 345 |
| Number of Managed Accounts | $366,000 | 321 |
| Number of Non-Managed Accounts | $24,000 | 325 |
| Total fiduciary and related assets | $806,239,000 | 233 |
| Managed Assets ($) | $764,236,000 | 202 |
| Non-managed Assets ($) | $42,003,000 | 300 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,664,000 | 229 |
| 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 | $363,000 | 307 |
| Number of Managed Accounts | $337,000 | 288 |
| Number of Non-Managed Accounts | $26,000 | 277 |
| Total fiduciary and related assets | $817,355,000 | 233 |
| Managed Assets ($) | $774,164,000 | 211 |
| Non-managed Assets ($) | $43,191,000 | 259 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,933,000 | 194 |
| 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 | $356,000 | 402 |
| Number of Managed Accounts | $329,000 | 369 |
| Number of Non-Managed Accounts | $27,000 | 490 |
| Total fiduciary and related assets | $704,827,000 | 268 |
| Managed Assets ($) | $662,099,000 | 244 |
| Non-managed Assets ($) | $42,728,000 | 356 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,436,000 | 287 |
| 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 | $359,000 | 307 |
| Number of Managed Accounts | $330,000 | 289 |
| Number of Non-Managed Accounts | $29,000 | 271 |
| Total fiduciary and related assets | $698,063,000 | 249 |
| Managed Assets ($) | $654,397,000 | 230 |
| Non-managed Assets ($) | $43,666,000 | 259 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,538,000 | 286 |
| 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 | $366,000 | 349 |
| Number of Managed Accounts | $331,000 | 330 |
| Number of Non-Managed Accounts | $35,000 | 294 |
| Total fiduciary and related assets | $700,470,000 | 260 |
| Managed Assets ($) | $654,800,000 | 234 |
| Non-managed Assets ($) | $45,670,000 | 298 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,784,000 | 273 |
| 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 | $353,000 | 310 |
| Number of Managed Accounts | $317,000 | 296 |
| Number of Non-Managed Accounts | $36,000 | 261 |
| Total fiduciary and related assets | $711,897,000 | 245 |
| Managed Assets ($) | $656,061,000 | 228 |
| Non-managed Assets ($) | $55,836,000 | 249 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,105,000 | 248 |
| 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 | $352,000 | 403 |
| Number of Managed Accounts | $313,000 | 371 |
| Number of Non-Managed Accounts | $39,000 | 436 |
| Total fiduciary and related assets | $701,155,000 | 254 |
| Managed Assets ($) | $643,637,000 | 233 |
| Non-managed Assets ($) | $57,518,000 | 321 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,125,000 | 279 |
| 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 | $348,000 | 308 |
| Number of Managed Accounts | $308,000 | 293 |
| Number of Non-Managed Accounts | $40,000 | 252 |
| Total fiduciary and related assets | $669,289,000 | 242 |
| Managed Assets ($) | $614,247,000 | 223 |
| Non-managed Assets ($) | $55,042,000 | 247 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,180,000 | 289 |
| 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 | $353,000 | 345 |
| Number of Managed Accounts | $313,000 | 329 |
| Number of Non-Managed Accounts | $40,000 | 281 |
| Total fiduciary and related assets | $670,922,000 | 250 |
| Managed Assets ($) | $616,855,000 | 225 |
| Non-managed Assets ($) | $54,067,000 | 280 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,494,000 | 281 |
| 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 | $338,000 | 313 |
| Number of Managed Accounts | $309,000 | 296 |
| Number of Non-Managed Accounts | $29,000 | 273 |
| Total fiduciary and related assets | $643,724,000 | 234 |
| Managed Assets ($) | $600,526,000 | 208 |
| Non-managed Assets ($) | $43,198,000 | 258 |
| Memoranda | ||
| Gross Fiduciary activities income | $841,000 | 267 |
| 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 | $289,000 | 452 |
| Number of Managed Accounts | $248,000 | 423 |
| Number of Non-Managed Accounts | $41,000 | 443 |
| Total fiduciary and related assets | $674,259,000 | 253 |
| Managed Assets ($) | $616,460,000 | 228 |
| Non-managed Assets ($) | $57,799,000 | 309 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,077,000 | 275 |
| 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 | $356,000 | 314 |
| Number of Managed Accounts | $316,000 | 297 |
| Number of Non-Managed Accounts | $40,000 | 261 |
| Total fiduciary and related assets | $686,121,000 | 237 |
| Managed Assets ($) | $629,323,000 | 220 |
| Non-managed Assets ($) | $56,798,000 | 253 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,253,000 | 278 |
| 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 | $347,000 | 345 |
| Number of Managed Accounts | $307,000 | 327 |
| Number of Non-Managed Accounts | $40,000 | 278 |
| Total fiduciary and related assets | $687,316,000 | 238 |
| Managed Assets ($) | $630,161,000 | 218 |
| Non-managed Assets ($) | $57,155,000 | 276 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,526,000 | 278 |
| 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 | $348,000 | 347 |
| Number of Managed Accounts | $309,000 | 326 |
| Number of Non-Managed Accounts | $39,000 | 284 |
| Total fiduciary and related assets | $684,387,000 | 236 |
| Managed Assets ($) | $629,289,000 | 212 |
| Non-managed Assets ($) | $55,098,000 | 279 |
| Memoranda | ||
| Gross Fiduciary activities income | $821,000 | 266 |
| 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 | $349,000 | 421 |
| Number of Managed Accounts | $309,000 | 381 |
| Number of Non-Managed Accounts | $40,000 | 455 |
| Total fiduciary and related assets | $713,923,000 | 227 |
| Managed Assets ($) | $618,878,000 | 205 |
| Non-managed Assets ($) | $95,045,000 | 248 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,855,000 | 287 |
| 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 | $346,000 | 347 |
| Number of Managed Accounts | $307,000 | 327 |
| Number of Non-Managed Accounts | $39,000 | 284 |
| Total fiduciary and related assets | $690,059,000 | 242 |
| Managed Assets ($) | $590,132,000 | 223 |
| Non-managed Assets ($) | $99,927,000 | 238 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,007,000 | 298 |
| 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 | $345,000 | 349 |
| Number of Managed Accounts | $308,000 | 330 |
| Number of Non-Managed Accounts | $37,000 | 287 |
| Total fiduciary and related assets | $676,634,000 | 239 |
| Managed Assets ($) | $594,557,000 | 219 |
| Non-managed Assets ($) | $82,077,000 | 254 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,350,000 | 299 |
| 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 | $345,000 | 350 |
| Number of Managed Accounts | $309,000 | 331 |
| Number of Non-Managed Accounts | $36,000 | 295 |
| Total fiduciary and related assets | $673,684,000 | 240 |
| Managed Assets ($) | $598,464,000 | 215 |
| Non-managed Assets ($) | $75,220,000 | 260 |
| Memoranda | ||
| Gross Fiduciary activities income | $700,000 | 296 |
| 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 | $346,000 | 424 |
| Number of Managed Accounts | $307,000 | 383 |
| Number of Non-Managed Accounts | $39,000 | 468 |
| Total fiduciary and related assets | $665,531,000 | 243 |
| Managed Assets ($) | $589,119,000 | 219 |
| Non-managed Assets ($) | $76,412,000 | 275 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,819,000 | 285 |
| 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 | $345,000 | 347 |
| Number of Managed Accounts | $306,000 | 330 |
| Number of Non-Managed Accounts | $39,000 | 277 |
| Total fiduciary and related assets | $665,784,000 | 237 |
| Managed Assets ($) | $589,469,000 | 216 |
| Non-managed Assets ($) | $76,315,000 | 249 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,212,000 | 278 |
| 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 | $344,000 | 346 |
| Number of Managed Accounts | $300,000 | 329 |
| Number of Non-Managed Accounts | $44,000 | 268 |
| Total fiduciary and related assets | $637,568,000 | 240 |
| Managed Assets ($) | $562,042,000 | 215 |
| Non-managed Assets ($) | $75,526,000 | 247 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,556,000 | 267 |
| 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 | $345,000 | 348 |
| Number of Managed Accounts | $300,000 | 329 |
| Number of Non-Managed Accounts | $45,000 | 267 |
| Total fiduciary and related assets | $635,007,000 | 237 |
| Managed Assets ($) | $558,582,000 | 219 |
| Non-managed Assets ($) | $76,425,000 | 244 |
| Memoranda | ||
| Gross Fiduciary activities income | $918,000 | 243 |
| 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 | $330,000 | 431 |
| Number of Managed Accounts | $285,000 | 392 |
| Number of Non-Managed Accounts | $45,000 | 440 |
| Total fiduciary and related assets | $642,890,000 | 235 |
| Managed Assets ($) | $559,741,000 | 217 |
| Non-managed Assets ($) | $83,149,000 | 257 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,756,000 | 275 |
| 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 | $330,000 | 355 |
| Number of Managed Accounts | $280,000 | 334 |
| Number of Non-Managed Accounts | $50,000 | 272 |
| Total fiduciary and related assets | $632,081,000 | 238 |
| Managed Assets ($) | $539,509,000 | 220 |
| Non-managed Assets ($) | $92,572,000 | 235 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,164,000 | 270 |
| 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 | $334,000 | 357 |
| Number of Managed Accounts | $282,000 | 332 |
| Number of Non-Managed Accounts | $52,000 | 268 |
| Total fiduciary and related assets | $633,407,000 | 241 |
| Managed Assets ($) | $538,482,000 | 224 |
| Non-managed Assets ($) | $94,925,000 | 236 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,632,000 | 261 |
| 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 | $338,000 | 356 |
| Number of Managed Accounts | $283,000 | 334 |
| Number of Non-Managed Accounts | $55,000 | 262 |
| Total fiduciary and related assets | $640,623,000 | 234 |
| Managed Assets ($) | $541,810,000 | 218 |
| Non-managed Assets ($) | $98,813,000 | 229 |
| Memoranda | ||
| Gross Fiduciary activities income | $717,000 | 274 |
| 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 | $338,000 | 439 |
| Number of Managed Accounts | $283,000 | 398 |
| Number of Non-Managed Accounts | $55,000 | 416 |
| Total fiduciary and related assets | $652,357,000 | 232 |
| Managed Assets ($) | $553,957,000 | 212 |
| Non-managed Assets ($) | $98,400,000 | 239 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,577,000 | 291 |
| 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 | $341,000 | 354 |
| Number of Managed Accounts | $286,000 | 333 |
| Number of Non-Managed Accounts | $55,000 | 258 |
| Total fiduciary and related assets | $652,516,000 | 226 |
| Managed Assets ($) | $556,563,000 | 206 |
| Non-managed Assets ($) | $95,953,000 | 230 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,990,000 | 290 |
| 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 | $339,000 | 355 |
| Number of Managed Accounts | $285,000 | 334 |
| Number of Non-Managed Accounts | $54,000 | 264 |
| Total fiduciary and related assets | $645,883,000 | 238 |
| Managed Assets ($) | $549,498,000 | 218 |
| Non-managed Assets ($) | $96,385,000 | 231 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,324,000 | 291 |
| 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 | $342,000 | 358 |
| Number of Managed Accounts | $286,000 | 338 |
| Number of Non-Managed Accounts | $56,000 | 263 |
| Total fiduciary and related assets | $649,670,000 | 240 |
| Managed Assets ($) | $554,876,000 | 216 |
| Non-managed Assets ($) | $94,794,000 | 234 |
| Memoranda | ||
| Gross Fiduciary activities income | $788,000 | 271 |
| 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 | $339,000 | 449 |
| Number of Managed Accounts | $283,000 | 405 |
| Number of Non-Managed Accounts | $56,000 | 429 |
| Total fiduciary and related assets | $647,966,000 | 238 |
| Managed Assets ($) | $552,973,000 | 214 |
| Non-managed Assets ($) | $94,993,000 | 243 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,221,000 | 263 |
| 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 | $337,000 | 362 |
| Number of Managed Accounts | $282,000 | 338 |
| Number of Non-Managed Accounts | $55,000 | 264 |
| Total fiduciary and related assets | $633,547,000 | 243 |
| Managed Assets ($) | $538,522,000 | 217 |
| Non-managed Assets ($) | $95,025,000 | 234 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,538,000 | 250 |
| 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 | $352,000 | 357 |
| Number of Managed Accounts | $297,000 | 336 |
| Number of Non-Managed Accounts | $55,000 | 263 |
| Total fiduciary and related assets | $640,007,000 | 242 |
| Managed Assets ($) | $545,602,000 | 210 |
| Non-managed Assets ($) | $94,405,000 | 232 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,947,000 | 233 |
| 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 | $354,000 | 362 |
| Number of Managed Accounts | $300,000 | 339 |
| Number of Non-Managed Accounts | $54,000 | 267 |
| Total fiduciary and related assets | $654,033,000 | 232 |
| Managed Assets ($) | $556,725,000 | 203 |
| Non-managed Assets ($) | $97,308,000 | 226 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,320,000 | 189 |
| 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 | $354,000 | 443 |
| Number of Managed Accounts | $302,000 | 394 |
| Number of Non-Managed Accounts | $52,000 | 454 |
| Total fiduciary and related assets | $700,460,000 | 217 |
| Managed Assets ($) | $542,111,000 | 204 |
| Non-managed Assets ($) | $158,349,000 | 196 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,861,000 | 271 |
| 2013-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $350,000 | 342 |
| Number of Managed Accounts | $299,000 | 319 |
| Number of Non-Managed Accounts | $51,000 | 268 |
| Total fiduciary and related assets | $637,437,000 | 227 |
| Managed Assets ($) | $529,668,000 | 200 |
| Non-managed Assets ($) | $107,769,000 | 212 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,075,000 | 270 |
| 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 | $355,000 | 342 |
| Number of Managed Accounts | $299,000 | 319 |
| Number of Non-Managed Accounts | $56,000 | 261 |
| Total fiduciary and related assets | $648,600,000 | 213 |
| Managed Assets ($) | $546,972,000 | 184 |
| Non-managed Assets ($) | $101,628,000 | 218 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,510,000 | 256 |
| 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 | $361,000 | 341 |
| Number of Managed Accounts | $303,000 | 314 |
| Number of Non-Managed Accounts | $58,000 | 260 |
| Total fiduciary and related assets | $2,092,324,000 | 114 |
| Managed Assets ($) | $550,879,000 | 186 |
| Non-managed Assets ($) | $1,541,445,000 | 79 |
| Memoranda | ||
| Gross Fiduciary activities income | $989,000 | 210 |
| 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 | $353,000 | 439 |
| Number of Managed Accounts | $293,000 | 394 |
| Number of Non-Managed Accounts | $60,000 | 441 |
| Total fiduciary and related assets | $1,896,824,000 | 118 |
| Managed Assets ($) | $497,682,000 | 195 |
| Non-managed Assets ($) | $1,399,142,000 | 80 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,462,000 | 222 |
| 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 | $352,000 | 333 |
| Number of Managed Accounts | $289,000 | 317 |
| Number of Non-Managed Accounts | $63,000 | 245 |
| Total fiduciary and related assets | $1,899,964,000 | 116 |
| Managed Assets ($) | $512,534,000 | 191 |
| Non-managed Assets ($) | $1,387,430,000 | 79 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,465,000 | 227 |
| 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 | $353,000 | 332 |
| Number of Managed Accounts | $288,000 | 314 |
| Number of Non-Managed Accounts | $65,000 | 240 |
| Total fiduciary and related assets | $1,906,182,000 | 113 |
| Managed Assets ($) | $511,958,000 | 180 |
| Non-managed Assets ($) | $1,394,224,000 | 78 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,706,000 | 223 |
| 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 | $0 | 395 |
| Number of Managed Accounts | $0 | 379 |
| Number of Non-Managed Accounts | $0 | 372 |
| Total fiduciary and related assets | $0 | 394 |
| Managed Assets ($) | $0 | 379 |
| Non-managed Assets ($) | $0 | 371 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,024,000 | 196 |
| 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 | $355,000 | 436 |
| Number of Managed Accounts | $285,000 | 398 |
| Number of Non-Managed Accounts | $70,000 | 402 |
| Total fiduciary and related assets | $1,783,670,000 | 114 |
| Managed Assets ($) | $441,607,000 | 207 |
| Non-managed Assets ($) | $1,342,063,000 | 77 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $357,000 | 330 |
| Number of Managed Accounts | $286,000 | 312 |
| Number of Non-Managed Accounts | $71,000 | 228 |
| Total fiduciary and related assets | $1,651,389,000 | 121 |
| Managed Assets ($) | $427,504,000 | 198 |
| Non-managed Assets ($) | $1,223,885,000 | 81 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $355,000 | 334 |
| Number of Managed Accounts | $282,000 | 315 |
| Number of Non-Managed Accounts | $73,000 | 228 |
| Total fiduciary and related assets | $1,892,342,000 | 113 |
| Managed Assets ($) | $422,017,000 | 216 |
| Non-managed Assets ($) | $1,470,325,000 | 75 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $356,000 | 340 |
| Number of Managed Accounts | $283,000 | 319 |
| Number of Non-Managed Accounts | $73,000 | 232 |
| Total fiduciary and related assets | $1,979,857,000 | 108 |
| Managed Assets ($) | $431,667,000 | 205 |
| Non-managed Assets ($) | $1,548,190,000 | 71 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $354,000 | 457 |
| Number of Managed Accounts | $280,000 | 409 |
| Number of Non-Managed Accounts | $74,000 | 404 |
| Total fiduciary and related assets | $1,822,244,000 | 114 |
| Managed Assets ($) | $416,209,000 | 207 |
| Non-managed Assets ($) | $1,406,035,000 | 74 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $352,000 | 329 |
| Number of Managed Accounts | $283,000 | 304 |
| Number of Non-Managed Accounts | $69,000 | 237 |
| Total fiduciary and related assets | $1,764,824,000 | 113 |
| Managed Assets ($) | $378,861,000 | 220 |
| Non-managed Assets ($) | $1,385,963,000 | 72 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $354,000 | 328 |
| Number of Managed Accounts | $283,000 | 305 |
| Number of Non-Managed Accounts | $71,000 | 237 |
| Total fiduciary and related assets | $1,578,783,000 | 116 |
| Managed Assets ($) | $355,860,000 | 218 |
| Non-managed Assets ($) | $1,222,923,000 | 75 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $350,000 | 334 |
| Number of Managed Accounts | $279,000 | 309 |
| Number of Non-Managed Accounts | $71,000 | 242 |
| Total fiduciary and related assets | $1,668,746,000 | 115 |
| Managed Assets ($) | $357,143,000 | 223 |
| Non-managed Assets ($) | $1,311,603,000 | 75 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $347,000 | 473 |
| Number of Managed Accounts | $275,000 | 405 |
| Number of Non-Managed Accounts | $72,000 | 427 |
| Total fiduciary and related assets | $1,556,735,000 | 120 |
| Managed Assets ($) | $311,780,000 | 244 |
| Non-managed Assets ($) | $1,244,955,000 | 83 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $324,000 | 332 |
| Number of Managed Accounts | $251,000 | 303 |
| Number of Non-Managed Accounts | $73,000 | 230 |
| Total fiduciary and related assets | $1,471,702,000 | 124 |
| Managed Assets ($) | $290,547,000 | 255 |
| Non-managed Assets ($) | $1,181,155,000 | 81 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $328,000 | 337 |
| Number of Managed Accounts | $254,000 | 310 |
| Number of Non-Managed Accounts | $74,000 | 235 |
| Total fiduciary and related assets | $1,364,794,000 | 127 |
| Managed Assets ($) | $288,850,000 | 243 |
| Non-managed Assets ($) | $1,075,944,000 | 83 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $331,000 | 335 |
| Number of Managed Accounts | $256,000 | 309 |
| Number of Non-Managed Accounts | $75,000 | 234 |
| Total fiduciary and related assets | $1,251,591,000 | 128 |
| Managed Assets ($) | $253,792,000 | 264 |
| Non-managed Assets ($) | $997,799,000 | 81 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $327,000 | 490 |
| Number of Managed Accounts | $253,000 | 443 |
| Number of Non-Managed Accounts | $74,000 | 444 |
| Total fiduciary and related assets | $1,280,265,000 | 131 |
| Managed Assets ($) | $256,533,000 | 268 |
| Non-managed Assets ($) | $1,023,732,000 | 84 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $315,000 | 358 |
| Number of Managed Accounts | $239,000 | 332 |
| Number of Non-Managed Accounts | $76,000 | 245 |
| Total fiduciary and related assets | $1,210,864,000 | 145 |
| Managed Assets ($) | $252,764,000 | 278 |
| Non-managed Assets ($) | $958,100,000 | 95 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $372,000 | 348 |
| Number of Managed Accounts | $295,000 | 319 |
| Number of Non-Managed Accounts | $77,000 | 248 |
| Total fiduciary and related assets | $1,513,939,000 | 133 |
| Managed Assets ($) | $300,218,000 | 256 |
| Non-managed Assets ($) | $1,213,721,000 | 88 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $378,000 | 349 |
| Number of Managed Accounts | $298,000 | 322 |
| Number of Non-Managed Accounts | $80,000 | 245 |
| Total fiduciary and related assets | $1,639,710,000 | 134 |
| Managed Assets ($) | $307,113,000 | 261 |
| Non-managed Assets ($) | $1,332,597,000 | 85 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $431,000 | 423 |
| Number of Managed Accounts | $332,000 | 375 |
| Number of Non-Managed Accounts | $99,000 | 359 |
| Total fiduciary and related assets | $1,658,172,000 | 133 |
| Managed Assets ($) | $328,457,000 | 260 |
| Non-managed Assets ($) | $1,329,715,000 | 88 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $441,000 | 321 |
| Number of Managed Accounts | $337,000 | 302 |
| Number of Non-Managed Accounts | $104,000 | 214 |
| Total fiduciary and related assets | $1,589,638,000 | 137 |
| Managed Assets ($) | $323,850,000 | 255 |
| Non-managed Assets ($) | $1,265,788,000 | 90 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $454,000 | 322 |
| Number of Managed Accounts | $339,000 | 302 |
| Number of Non-Managed Accounts | $115,000 | 214 |
| Total fiduciary and related assets | $1,592,578,000 | 143 |
| Managed Assets ($) | $327,622,000 | 261 |
| Non-managed Assets ($) | $1,264,956,000 | 95 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $451,000 | 321 |
| Number of Managed Accounts | $334,000 | 301 |
| Number of Non-Managed Accounts | $117,000 | 215 |
| Total fiduciary and related assets | $1,640,182,000 | 140 |
| Managed Assets ($) | $327,169,000 | 253 |
| Non-managed Assets ($) | $1,313,013,000 | 92 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $446,000 | 403 |
| Number of Managed Accounts | $327,000 | 368 |
| Number of Non-Managed Accounts | $119,000 | 327 |
| Total fiduciary and related assets | $1,492,194,000 | 142 |
| Managed Assets ($) | $322,407,000 | 259 |
| Non-managed Assets ($) | $1,169,787,000 | 97 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $465,000 | 317 |
| Number of Managed Accounts | $330,000 | 299 |
| Number of Non-Managed Accounts | $135,000 | 213 |
| Total fiduciary and related assets | $1,597,018,000 | 138 |
| Managed Assets ($) | $335,142,000 | 253 |
| Non-managed Assets ($) | $1,261,876,000 | 98 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $495,000 | 320 |
| Number of Managed Accounts | $328,000 | 306 |
| Number of Non-Managed Accounts | $167,000 | 200 |
| Total fiduciary and related assets | $1,665,204,000 | 136 |
| Managed Assets ($) | $335,536,000 | 253 |
| Non-managed Assets ($) | $1,329,668,000 | 98 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $491,000 | 321 |
| Number of Managed Accounts | $324,000 | 313 |
| Number of Non-Managed Accounts | $167,000 | 206 |
| Total fiduciary and related assets | $1,494,913,000 | 149 |
| Managed Assets ($) | $322,936,000 | 253 |
| Non-managed Assets ($) | $1,171,977,000 | 107 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $491,000 | 379 |
| Number of Managed Accounts | $323,000 | 388 |
| Number of Non-Managed Accounts | $168,000 | 280 |
| Total fiduciary and related assets | $1,295,254,000 | 160 |
| Managed Assets ($) | $322,387,000 | 254 |
| Non-managed Assets ($) | $972,867,000 | 114 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $513,000 | 307 |
| Number of Managed Accounts | $330,000 | 306 |
| Number of Non-Managed Accounts | $183,000 | 193 |
| Total fiduciary and related assets | $1,272,800,000 | 163 |
| Managed Assets ($) | $322,670,000 | 251 |
| Non-managed Assets ($) | $950,130,000 | 112 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $506,000 | 314 |
| Number of Managed Accounts | $325,000 | 311 |
| Number of Non-Managed Accounts | $181,000 | 199 |
| Total fiduciary and related assets | $1,179,246,000 | 161 |
| Managed Assets ($) | $320,990,000 | 248 |
| Non-managed Assets ($) | $858,256,000 | 114 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $503,000 | 317 |
| Number of Managed Accounts | $321,000 | 315 |
| Number of Non-Managed Accounts | $182,000 | 196 |
| Total fiduciary and related assets | $1,240,744,000 | 162 |
| Managed Assets ($) | $314,711,000 | 246 |
| Non-managed Assets ($) | $926,033,000 | 114 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $503,000 | 382 |
| Number of Managed Accounts | $323,000 | 383 |
| Number of Non-Managed Accounts | $180,000 | 280 |
| Total fiduciary and related assets | $1,194,295,000 | 169 |
| Managed Assets ($) | $322,418,000 | 245 |
| Non-managed Assets ($) | $871,877,000 | 119 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $513,000 | 312 |
| Number of Managed Accounts | $351,000 | 296 |
| Number of Non-Managed Accounts | $162,000 | 213 |
| Total fiduciary and related assets | $954,198,000 | 179 |
| Managed Assets ($) | $235,996,000 | 285 |
| Non-managed Assets ($) | $718,202,000 | 125 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2004-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $479,000 | 326 |
| Number of Managed Accounts | $336,000 | 303 |
| Number of Non-Managed Accounts | $143,000 | 231 |
| Total fiduciary and related assets | $930,692,000 | 182 |
| Managed Assets ($) | $238,470,000 | 288 |
| Non-managed Assets ($) | $692,222,000 | 129 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $447,000 | 334 |
| Number of Managed Accounts | $370,000 | 295 |
| Number of Non-Managed Accounts | $77,000 | 284 |
| Total fiduciary and related assets | $924,563,000 | 182 |
| Managed Assets ($) | $253,703,000 | 281 |
| Non-managed Assets ($) | $670,860,000 | 129 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $447,000 | 434 |
| Number of Managed Accounts | $356,000 | 366 |
| Number of Non-Managed Accounts | $91,000 | 457 |
| Total fiduciary and related assets | $883,233,000 | 191 |
| Managed Assets ($) | $259,598,000 | 274 |
| Non-managed Assets ($) | $623,635,000 | 137 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $444,000 | 348 |
| Number of Managed Accounts | $346,000 | 307 |
| Number of Non-Managed Accounts | $98,000 | 274 |
| Total fiduciary and related assets | $784,891,000 | 209 |
| Managed Assets ($) | $237,025,000 | 290 |
| Non-managed Assets ($) | $547,866,000 | 148 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $428,000 | 359 |
| Number of Managed Accounts | $347,000 | 310 |
| Number of Non-Managed Accounts | $81,000 | 296 |
| Total fiduciary and related assets | $753,132,000 | 215 |
| Managed Assets ($) | $225,379,000 | 299 |
| Non-managed Assets ($) | $527,753,000 | 147 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $411,000 | 368 |
| Number of Managed Accounts | $339,000 | 322 |
| Number of Non-Managed Accounts | $72,000 | 307 |
| Total fiduciary and related assets | $669,769,000 | 233 |
| Managed Assets ($) | $221,128,000 | 298 |
| Non-managed Assets ($) | $448,641,000 | 154 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $114,000 | 920 |
| Number of Managed Accounts | $60,000 | 955 |
| Number of Non-Managed Accounts | $54,000 | 609 |
| Total fiduciary and related assets | $477,099,000 | 265 |
| Managed Assets ($) | $28,504,000 | 813 |
| Non-managed Assets ($) | $448,595,000 | 158 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2001-12-31 | 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 | 1,869 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1,865 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | NA | NA |
| 1999-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1998-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1997-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $104,000 | 1,043 |
| 1996-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,526 |
| 1995-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,590 |
| 1994-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,599 |
| 1993-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,630 |
| 1992-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,658 |