Home > Pinnacle Bank > Fiduciary and Related Services
Pinnacle Bank, Fiduciary and Related Services
| 2023-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 4 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $4,235,000 | 77 |
| Number of Managed Accounts | $4,112,000 | 58 |
| Number of Non-Managed Accounts | $123,000 | 232 |
| Total fiduciary and related assets | $5,948,508,000 | 103 |
| Managed Assets ($) | $5,530,495,000 | 72 |
| Non-managed Assets ($) | $418,013,000 | 165 |
| Memoranda | ||
| Gross Fiduciary activities income | $26,373,000 | 97 |
| 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 | $4,082,000 | 82 |
| Number of Managed Accounts | $3,967,000 | 61 |
| Number of Non-Managed Accounts | $115,000 | 184 |
| Total fiduciary and related assets | $5,434,395,000 | 106 |
| Managed Assets ($) | $5,047,128,000 | 76 |
| Non-managed Assets ($) | $387,267,000 | 157 |
| Memoranda | ||
| Gross Fiduciary activities income | $19,465,000 | 99 |
| 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 | $3,911,000 | 82 |
| Number of Managed Accounts | $3,798,000 | 66 |
| Number of Non-Managed Accounts | $113,000 | 200 |
| Total fiduciary and related assets | $5,450,372,000 | 104 |
| Managed Assets ($) | $5,084,592,000 | 75 |
| Non-managed Assets ($) | $365,780,000 | 162 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,905,000 | 96 |
| 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 | $3,770,000 | 91 |
| Number of Managed Accounts | $3,659,000 | 71 |
| Number of Non-Managed Accounts | $111,000 | 186 |
| Total fiduciary and related assets | $5,213,037,000 | 112 |
| Managed Assets ($) | $4,855,951,000 | 82 |
| Non-managed Assets ($) | $357,086,000 | 165 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,355,000 | 101 |
| 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 | $3,597,000 | 94 |
| Number of Managed Accounts | $3,490,000 | 73 |
| Number of Non-Managed Accounts | $107,000 | 247 |
| Total fiduciary and related assets | $4,897,809,000 | 113 |
| Managed Assets ($) | $4,560,752,000 | 82 |
| Non-managed Assets ($) | $337,057,000 | 173 |
| Memoranda | ||
| Gross Fiduciary activities income | $23,199,000 | 106 |
| 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 | $3,475,000 | 92 |
| Number of Managed Accounts | $3,372,000 | 73 |
| Number of Non-Managed Accounts | $103,000 | 198 |
| Total fiduciary and related assets | $4,453,075,000 | 116 |
| Managed Assets ($) | $4,162,636,000 | 84 |
| Non-managed Assets ($) | $290,439,000 | 180 |
| Memoranda | ||
| Gross Fiduciary activities income | $17,505,000 | 106 |
| 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 | $3,369,000 | 81 |
| Number of Managed Accounts | $3,265,000 | 67 |
| Number of Non-Managed Accounts | $104,000 | 190 |
| Total fiduciary and related assets | $4,477,917,000 | 94 |
| Managed Assets ($) | $4,207,288,000 | 68 |
| Non-managed Assets ($) | $270,629,000 | 160 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,876,000 | 89 |
| 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 | $3,230,000 | 84 |
| Number of Managed Accounts | $3,122,000 | 71 |
| Number of Non-Managed Accounts | $108,000 | 175 |
| Total fiduciary and related assets | $4,803,876,000 | 94 |
| Managed Assets ($) | $4,499,911,000 | 69 |
| Non-managed Assets ($) | $303,965,000 | 155 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,890,000 | 92 |
| 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 | $3,137,000 | 87 |
| Number of Managed Accounts | $3,021,000 | 71 |
| Number of Non-Managed Accounts | $116,000 | 221 |
| Total fiduciary and related assets | $5,023,175,000 | 93 |
| Managed Assets ($) | $4,720,290,000 | 66 |
| Non-managed Assets ($) | $302,885,000 | 169 |
| Memoranda | ||
| Gross Fiduciary activities income | $20,435,000 | 101 |
| 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 | $2,978,000 | 89 |
| Number of Managed Accounts | $2,873,000 | 74 |
| Number of Non-Managed Accounts | $105,000 | 177 |
| Total fiduciary and related assets | $4,399,702,000 | 100 |
| Managed Assets ($) | $4,155,510,000 | 71 |
| Non-managed Assets ($) | $244,192,000 | 169 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,589,000 | 102 |
| 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 | $2,873,000 | 94 |
| Number of Managed Accounts | $2,770,000 | 77 |
| Number of Non-Managed Accounts | $103,000 | 188 |
| Total fiduciary and related assets | $3,884,441,000 | 111 |
| Managed Assets ($) | $3,640,932,000 | 83 |
| Non-managed Assets ($) | $243,509,000 | 178 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,616,000 | 103 |
| 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 | $2,788,000 | 96 |
| Number of Managed Accounts | $2,676,000 | 81 |
| Number of Non-Managed Accounts | $112,000 | 175 |
| Total fiduciary and related assets | $3,678,396,000 | 111 |
| Managed Assets ($) | $3,443,373,000 | 84 |
| Non-managed Assets ($) | $235,023,000 | 171 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,623,000 | 108 |
| 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 | $2,757,000 | 100 |
| Number of Managed Accounts | $2,628,000 | 82 |
| Number of Non-Managed Accounts | $129,000 | 213 |
| Total fiduciary and related assets | $3,502,294,000 | 113 |
| Managed Assets ($) | $3,295,198,000 | 86 |
| Non-managed Assets ($) | $207,096,000 | 189 |
| Memoranda | ||
| Gross Fiduciary activities income | $16,263,000 | 106 |
| 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 | $2,697,000 | 95 |
| Number of Managed Accounts | $2,575,000 | 82 |
| Number of Non-Managed Accounts | $122,000 | 172 |
| Total fiduciary and related assets | $3,160,479,000 | 111 |
| Managed Assets ($) | $2,978,035,000 | 87 |
| Non-managed Assets ($) | $182,444,000 | 183 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,940,000 | 107 |
| 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 | $2,649,000 | 98 |
| Number of Managed Accounts | $2,532,000 | 83 |
| Number of Non-Managed Accounts | $117,000 | 186 |
| Total fiduciary and related assets | $3,078,584,000 | 111 |
| Managed Assets ($) | $2,908,131,000 | 85 |
| Non-managed Assets ($) | $170,453,000 | 195 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,015,000 | 109 |
| 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 | $2,643,000 | 98 |
| Number of Managed Accounts | $2,528,000 | 82 |
| Number of Non-Managed Accounts | $115,000 | 179 |
| Total fiduciary and related assets | $2,870,882,000 | 111 |
| Managed Assets ($) | $2,714,582,000 | 84 |
| Non-managed Assets ($) | $156,300,000 | 189 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,113,000 | 105 |
| 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 | $2,657,000 | 101 |
| Number of Managed Accounts | $2,544,000 | 84 |
| Number of Non-Managed Accounts | $113,000 | 243 |
| Total fiduciary and related assets | $3,154,411,000 | 113 |
| Managed Assets ($) | $2,942,802,000 | 88 |
| Non-managed Assets ($) | $211,609,000 | 178 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,095,000 | 114 |
| 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 | $2,543,000 | 103 |
| Number of Managed Accounts | $2,431,000 | 88 |
| Number of Non-Managed Accounts | $112,000 | 180 |
| Total fiduciary and related assets | $2,702,241,000 | 116 |
| Managed Assets ($) | $2,530,356,000 | 95 |
| Non-managed Assets ($) | $171,885,000 | 188 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,283,000 | 118 |
| 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 | $2,423,000 | 111 |
| Number of Managed Accounts | $2,319,000 | 93 |
| Number of Non-Managed Accounts | $104,000 | 192 |
| Total fiduciary and related assets | $2,593,627,000 | 119 |
| Managed Assets ($) | $2,425,869,000 | 95 |
| Non-managed Assets ($) | $167,758,000 | 192 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,713,000 | 118 |
| 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 | $2,337,000 | 113 |
| Number of Managed Accounts | $2,231,000 | 95 |
| Number of Non-Managed Accounts | $106,000 | 196 |
| Total fiduciary and related assets | $2,426,712,000 | 123 |
| Managed Assets ($) | $2,263,095,000 | 101 |
| Non-managed Assets ($) | $163,617,000 | 196 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,274,000 | 121 |
| 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 | $2,295,000 | 116 |
| Number of Managed Accounts | $2,186,000 | 94 |
| Number of Non-Managed Accounts | $109,000 | 251 |
| Total fiduciary and related assets | $2,212,534,000 | 122 |
| Managed Assets ($) | $2,055,861,000 | 101 |
| Non-managed Assets ($) | $156,673,000 | 196 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,034,000 | 120 |
| 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 | $2,246,000 | 113 |
| Number of Managed Accounts | $2,116,000 | 95 |
| Number of Non-Managed Accounts | $130,000 | 176 |
| Total fiduciary and related assets | $2,314,198,000 | 124 |
| Managed Assets ($) | $2,074,027,000 | 102 |
| Non-managed Assets ($) | $240,171,000 | 167 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,681,000 | 121 |
| 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 | $2,153,000 | 117 |
| Number of Managed Accounts | $2,018,000 | 104 |
| Number of Non-Managed Accounts | $135,000 | 178 |
| Total fiduciary and related assets | $2,147,195,000 | 126 |
| Managed Assets ($) | $1,920,226,000 | 105 |
| Non-managed Assets ($) | $226,969,000 | 173 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,616,000 | 116 |
| 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 | $2,127,000 | 119 |
| Number of Managed Accounts | $1,992,000 | 103 |
| Number of Non-Managed Accounts | $135,000 | 179 |
| Total fiduciary and related assets | $2,064,378,000 | 131 |
| Managed Assets ($) | $1,841,075,000 | 110 |
| Non-managed Assets ($) | $223,303,000 | 175 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,083,000 | 125 |
| 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 | $2,059,000 | 123 |
| Number of Managed Accounts | $1,943,000 | 104 |
| Number of Non-Managed Accounts | $116,000 | 252 |
| Total fiduciary and related assets | $2,008,147,000 | 135 |
| Managed Assets ($) | $1,827,964,000 | 109 |
| Non-managed Assets ($) | $180,183,000 | 191 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,581,000 | 149 |
| 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 | $2,024,000 | 123 |
| Number of Managed Accounts | $1,846,000 | 106 |
| Number of Non-Managed Accounts | $178,000 | 154 |
| Total fiduciary and related assets | $1,964,355,000 | 133 |
| Managed Assets ($) | $1,717,457,000 | 113 |
| Non-managed Assets ($) | $246,898,000 | 172 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,881,000 | 156 |
| 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 | $1,988,000 | 119 |
| Number of Managed Accounts | $1,796,000 | 105 |
| Number of Non-Managed Accounts | $192,000 | 149 |
| Total fiduciary and related assets | $1,915,348,000 | 129 |
| Managed Assets ($) | $1,644,438,000 | 113 |
| Non-managed Assets ($) | $270,910,000 | 159 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,292,000 | 174 |
| 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 | $1,503,000 | 158 |
| Number of Managed Accounts | $1,378,000 | 138 |
| Number of Non-Managed Accounts | $125,000 | 179 |
| Total fiduciary and related assets | $1,178,651,000 | 171 |
| Managed Assets ($) | $1,004,291,000 | 145 |
| Non-managed Assets ($) | $174,360,000 | 190 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,658,000 | 175 |
| 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 | $1,482,000 | 160 |
| Number of Managed Accounts | $1,346,000 | 142 |
| Number of Non-Managed Accounts | $136,000 | 233 |
| Total fiduciary and related assets | $1,114,221,000 | 173 |
| Managed Assets ($) | $944,251,000 | 150 |
| Non-managed Assets ($) | $169,970,000 | 192 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,075,000 | 175 |
| 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 | $1,500,000 | 154 |
| Number of Managed Accounts | $1,347,000 | 140 |
| Number of Non-Managed Accounts | $153,000 | 168 |
| Total fiduciary and related assets | $1,092,378,000 | 176 |
| Managed Assets ($) | $920,668,000 | 153 |
| Non-managed Assets ($) | $171,710,000 | 188 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,393,000 | 179 |
| 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 | $1,498,000 | 159 |
| Number of Managed Accounts | $1,321,000 | 141 |
| Number of Non-Managed Accounts | $177,000 | 158 |
| Total fiduciary and related assets | $1,067,584,000 | 178 |
| Managed Assets ($) | $897,601,000 | 156 |
| Non-managed Assets ($) | $169,983,000 | 188 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,918,000 | 181 |
| 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 | $1,427,000 | 162 |
| Number of Managed Accounts | $1,258,000 | 148 |
| Number of Non-Managed Accounts | $169,000 | 160 |
| Total fiduciary and related assets | $1,047,280,000 | 180 |
| Managed Assets ($) | $885,476,000 | 155 |
| Non-managed Assets ($) | $161,804,000 | 189 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,494,000 | 179 |
| 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 | $1,359,000 | 174 |
| Number of Managed Accounts | $1,207,000 | 151 |
| Number of Non-Managed Accounts | $152,000 | 225 |
| Total fiduciary and related assets | $1,013,936,000 | 184 |
| Managed Assets ($) | $862,699,000 | 157 |
| Non-managed Assets ($) | $151,237,000 | 196 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,120,000 | 195 |
| 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 | $1,374,000 | 166 |
| Number of Managed Accounts | $1,207,000 | 148 |
| Number of Non-Managed Accounts | $167,000 | 165 |
| Total fiduciary and related assets | $963,707,000 | 190 |
| Managed Assets ($) | $839,518,000 | 155 |
| Non-managed Assets ($) | $124,189,000 | 209 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,728,000 | 202 |
| 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 | $1,063,000 | 201 |
| Number of Managed Accounts | $1,020,000 | 163 |
| Number of Non-Managed Accounts | $43,000 | 284 |
| Total fiduciary and related assets | $842,820,000 | 208 |
| Managed Assets ($) | $741,716,000 | 174 |
| Non-managed Assets ($) | $101,104,000 | 224 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,405,000 | 213 |
| 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 | $1,038,000 | 202 |
| Number of Managed Accounts | $1,001,000 | 165 |
| Number of Non-Managed Accounts | $37,000 | 293 |
| Total fiduciary and related assets | $814,112,000 | 209 |
| Managed Assets ($) | $725,612,000 | 174 |
| Non-managed Assets ($) | $88,500,000 | 243 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,242,000 | 208 |
| 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 | $993,000 | 217 |
| Number of Managed Accounts | $962,000 | 174 |
| Number of Non-Managed Accounts | $31,000 | 563 |
| Total fiduciary and related assets | $803,404,000 | 207 |
| Managed Assets ($) | $717,176,000 | 175 |
| Non-managed Assets ($) | $86,228,000 | 255 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,311,000 | 215 |
| 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 | $956,000 | 219 |
| Number of Managed Accounts | $919,000 | 179 |
| Number of Non-Managed Accounts | $37,000 | 291 |
| Total fiduciary and related assets | $770,515,000 | 209 |
| Managed Assets ($) | $681,407,000 | 176 |
| Non-managed Assets ($) | $89,108,000 | 240 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,111,000 | 217 |
| 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 | $920,000 | 224 |
| Number of Managed Accounts | $890,000 | 181 |
| Number of Non-Managed Accounts | $30,000 | 302 |
| Total fiduciary and related assets | $742,639,000 | 212 |
| Managed Assets ($) | $651,490,000 | 180 |
| Non-managed Assets ($) | $91,149,000 | 239 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,069,000 | 218 |
| 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 | $855,000 | 237 |
| Number of Managed Accounts | $826,000 | 192 |
| Number of Non-Managed Accounts | $29,000 | 304 |
| Total fiduciary and related assets | $704,296,000 | 217 |
| Managed Assets ($) | $613,440,000 | 188 |
| Non-managed Assets ($) | $90,856,000 | 235 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,074,000 | 214 |
| 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 | $821,000 | 254 |
| Number of Managed Accounts | $795,000 | 199 |
| Number of Non-Managed Accounts | $26,000 | 615 |
| Total fiduciary and related assets | $691,026,000 | 218 |
| Managed Assets ($) | $605,324,000 | 185 |
| Non-managed Assets ($) | $85,702,000 | 258 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,512,000 | 236 |
| 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 | $801,000 | 244 |
| Number of Managed Accounts | $790,000 | 192 |
| Number of Non-Managed Accounts | $11,000 | 344 |
| Total fiduciary and related assets | $651,284,000 | 216 |
| Managed Assets ($) | $576,190,000 | 185 |
| Non-managed Assets ($) | $75,094,000 | 245 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,580,000 | 235 |
| 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 | $760,000 | 250 |
| Number of Managed Accounts | $747,000 | 197 |
| Number of Non-Managed Accounts | $13,000 | 339 |
| Total fiduciary and related assets | $597,578,000 | 233 |
| Managed Assets ($) | $529,076,000 | 190 |
| Non-managed Assets ($) | $68,502,000 | 254 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,705,000 | 236 |
| 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 | $737,000 | 259 |
| Number of Managed Accounts | $726,000 | 202 |
| Number of Non-Managed Accounts | $11,000 | 349 |
| Total fiduciary and related assets | $582,538,000 | 241 |
| Managed Assets ($) | $515,970,000 | 196 |
| Non-managed Assets ($) | $66,568,000 | 260 |
| Memoranda | ||
| Gross Fiduciary activities income | $880,000 | 234 |
| 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 | $731,000 | 279 |
| Number of Managed Accounts | $723,000 | 208 |
| Number of Non-Managed Accounts | $8,000 | 872 |
| Total fiduciary and related assets | $554,788,000 | 242 |
| Managed Assets ($) | $496,264,000 | 197 |
| Non-managed Assets ($) | $58,524,000 | 308 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,058,000 | 234 |
| 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 | $713,000 | 257 |
| Number of Managed Accounts | $703,000 | 207 |
| Number of Non-Managed Accounts | $10,000 | 337 |
| Total fiduciary and related assets | $516,477,000 | 248 |
| Managed Assets ($) | $465,983,000 | 207 |
| Non-managed Assets ($) | $50,494,000 | 267 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,244,000 | 237 |
| 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 | $705,000 | 254 |
| Number of Managed Accounts | $695,000 | 207 |
| Number of Non-Managed Accounts | $10,000 | 342 |
| Total fiduciary and related assets | $500,964,000 | 245 |
| Managed Assets ($) | $462,487,000 | 198 |
| Non-managed Assets ($) | $38,477,000 | 283 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,515,000 | 237 |
| 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 | $719,000 | 254 |
| Number of Managed Accounts | $708,000 | 204 |
| Number of Non-Managed Accounts | $11,000 | 338 |
| Total fiduciary and related assets | $506,986,000 | 244 |
| Managed Assets ($) | $461,719,000 | 205 |
| Non-managed Assets ($) | $45,267,000 | 272 |
| Memoranda | ||
| Gross Fiduciary activities income | $767,000 | 241 |
| 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 | $706,000 | 279 |
| Number of Managed Accounts | $693,000 | 220 |
| Number of Non-Managed Accounts | $13,000 | 800 |
| Total fiduciary and related assets | $488,601,000 | 237 |
| Managed Assets ($) | $447,193,000 | 205 |
| Non-managed Assets ($) | $41,408,000 | 353 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,876,000 | 207 |
| 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 | $707,000 | 253 |
| Number of Managed Accounts | $694,000 | 208 |
| Number of Non-Managed Accounts | $13,000 | 346 |
| Total fiduciary and related assets | $469,211,000 | 237 |
| Managed Assets ($) | $430,471,000 | 195 |
| Non-managed Assets ($) | $38,740,000 | 276 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,156,000 | 208 |
| 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 | $697,000 | 257 |
| Number of Managed Accounts | $683,000 | 209 |
| Number of Non-Managed Accounts | $14,000 | 346 |
| Total fiduciary and related assets | $512,198,000 | 234 |
| Managed Assets ($) | $469,164,000 | 188 |
| Non-managed Assets ($) | $43,034,000 | 274 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,431,000 | 211 |
| 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 | $720,000 | 252 |
| Number of Managed Accounts | $705,000 | 200 |
| Number of Non-Managed Accounts | $15,000 | 344 |
| Total fiduciary and related assets | $578,288,000 | 215 |
| Managed Assets ($) | $535,030,000 | 171 |
| Non-managed Assets ($) | $43,258,000 | 270 |
| Memoranda | ||
| Gross Fiduciary activities income | $704,000 | 216 |
| 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 | $713,000 | 280 |
| Number of Managed Accounts | $699,000 | 216 |
| Number of Non-Managed Accounts | $14,000 | 821 |
| Total fiduciary and related assets | $557,193,000 | 222 |
| Managed Assets ($) | $516,352,000 | 175 |
| Non-managed Assets ($) | $40,841,000 | 352 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,727,000 | 212 |
| 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 | $701,000 | 256 |
| Number of Managed Accounts | $688,000 | 204 |
| Number of Non-Managed Accounts | $13,000 | 343 |
| Total fiduciary and related assets | $518,259,000 | 229 |
| Managed Assets ($) | $486,652,000 | 177 |
| Non-managed Assets ($) | $31,607,000 | 293 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,062,000 | 210 |
| 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 | $689,000 | 263 |
| Number of Managed Accounts | $676,000 | 205 |
| Number of Non-Managed Accounts | $13,000 | 343 |
| Total fiduciary and related assets | $502,732,000 | 225 |
| Managed Assets ($) | $475,049,000 | 173 |
| Non-managed Assets ($) | $27,683,000 | 296 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,418,000 | 205 |
| 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 | $685,000 | 265 |
| Number of Managed Accounts | $675,000 | 204 |
| Number of Non-Managed Accounts | $10,000 | 358 |
| Total fiduciary and related assets | $549,403,000 | 222 |
| Managed Assets ($) | $523,868,000 | 171 |
| Non-managed Assets ($) | $25,535,000 | 303 |
| Memoranda | ||
| Gross Fiduciary activities income | $775,000 | 202 |
| 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 | $685,000 | 302 |
| Number of Managed Accounts | $678,000 | 224 |
| Number of Non-Managed Accounts | $7,000 | 965 |
| Total fiduciary and related assets | $549,057,000 | 223 |
| Managed Assets ($) | $525,090,000 | 175 |
| Non-managed Assets ($) | $23,967,000 | 459 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,465,000 | 215 |
| 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 | $641,000 | 272 |
| Number of Managed Accounts | $638,000 | 218 |
| Number of Non-Managed Accounts | $3,000 | 372 |
| Total fiduciary and related assets | $515,503,000 | 227 |
| Managed Assets ($) | $462,608,000 | 186 |
| Non-managed Assets ($) | $52,895,000 | 250 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,791,000 | 219 |
| 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 | $597,000 | 283 |
| Number of Managed Accounts | $596,000 | 230 |
| Number of Non-Managed Accounts | $1,000 | 388 |
| Total fiduciary and related assets | $438,866,000 | 244 |
| Managed Assets ($) | $437,562,000 | 189 |
| Non-managed Assets ($) | $1,304,000 | 375 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,235,000 | 218 |
| 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 | $588,000 | 283 |
| Number of Managed Accounts | $587,000 | 232 |
| Number of Non-Managed Accounts | $1,000 | 390 |
| Total fiduciary and related assets | $551,058,000 | 207 |
| Managed Assets ($) | $550,858,000 | 159 |
| Non-managed Assets ($) | $200,000 | 387 |
| Memoranda | ||
| Gross Fiduciary activities income | $628,000 | 219 |
| 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 | $565,000 | 350 |
| Number of Managed Accounts | $564,000 | 260 |
| Number of Non-Managed Accounts | $1,000 | 1,180 |
| Total fiduciary and related assets | $392,949,000 | 265 |
| Managed Assets ($) | $378,460,000 | 213 |
| Non-managed Assets ($) | $14,489,000 | 538 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,015,000 | 263 |
| 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 | $472,000 | 319 |
| Number of Managed Accounts | $458,000 | 267 |
| Number of Non-Managed Accounts | $14,000 | 358 |
| Total fiduciary and related assets | $335,318,000 | 291 |
| Managed Assets ($) | $303,214,000 | 249 |
| Non-managed Assets ($) | $32,104,000 | 303 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,507,000 | 270 |
| 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 | $452,000 | 327 |
| Number of Managed Accounts | $439,000 | 277 |
| Number of Non-Managed Accounts | $13,000 | 363 |
| Total fiduciary and related assets | $319,253,000 | 311 |
| Managed Assets ($) | $299,191,000 | 259 |
| Non-managed Assets ($) | $20,062,000 | 330 |
| Memoranda | ||
| Gross Fiduciary activities income | $966,000 | 286 |
| 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 | $427,000 | 338 |
| Number of Managed Accounts | $423,000 | 285 |
| Number of Non-Managed Accounts | $4,000 | 407 |
| Total fiduciary and related assets | $304,493,000 | 326 |
| Managed Assets ($) | $284,216,000 | 275 |
| Non-managed Assets ($) | $20,277,000 | 333 |
| Memoranda | ||
| Gross Fiduciary activities income | $465,000 | 292 |
| 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 | $402,000 | 448 |
| Number of Managed Accounts | $388,000 | 337 |
| Number of Non-Managed Accounts | $14,000 | 856 |
| Total fiduciary and related assets | $301,298,000 | 331 |
| Managed Assets ($) | $283,540,000 | 279 |
| Non-managed Assets ($) | $17,758,000 | 531 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,768,000 | 300 |
| 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 | $403,000 | 330 |
| Number of Managed Accounts | $391,000 | 284 |
| Number of Non-Managed Accounts | $12,000 | 366 |
| Total fiduciary and related assets | $307,651,000 | 325 |
| Managed Assets ($) | $289,715,000 | 276 |
| Non-managed Assets ($) | $17,936,000 | 320 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,208,000 | 312 |
| 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 | $393,000 | 337 |
| Number of Managed Accounts | $383,000 | 288 |
| Number of Non-Managed Accounts | $10,000 | 378 |
| Total fiduciary and related assets | $283,391,000 | 345 |
| Managed Assets ($) | $280,335,000 | 284 |
| Non-managed Assets ($) | $3,056,000 | 389 |
| Memoranda | ||
| Gross Fiduciary activities income | $776,000 | 324 |
| 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 | $343,000 | 348 |
| Number of Managed Accounts | $342,000 | 298 |
| Number of Non-Managed Accounts | $1,000 | 416 |
| Total fiduciary and related assets | $249,722,000 | 367 |
| Managed Assets ($) | $246,927,000 | 311 |
| Non-managed Assets ($) | $2,795,000 | 392 |
| Memoranda | ||
| Gross Fiduciary activities income | $420,000 | 314 |
| 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 | $345,000 | 468 |
| Number of Managed Accounts | $333,000 | 360 |
| Number of Non-Managed Accounts | $12,000 | 901 |
| Total fiduciary and related assets | $258,377,000 | 361 |
| Managed Assets ($) | $240,095,000 | 314 |
| Non-managed Assets ($) | $18,282,000 | 541 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,151,000 | 363 |
| 2006-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 432 |
| Number of Managed Accounts | $0 | 409 |
| Number of Non-Managed Accounts | $0 | 409 |
| Total fiduciary and related assets | $0 | 431 |
| Managed Assets ($) | $0 | 409 |
| Non-managed Assets ($) | $0 | 408 |
| Memoranda | ||
| Gross Fiduciary activities income | $676,000 | 436 |
| 2006-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 435 |
| Number of Managed Accounts | $0 | 413 |
| Number of Non-Managed Accounts | $0 | 412 |
| Total fiduciary and related assets | $0 | 434 |
| Managed Assets ($) | $0 | 413 |
| Non-managed Assets ($) | $0 | 411 |
| Memoranda | ||
| Gross Fiduciary activities income | $364,000 | 493 |
| 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 | $0 | 458 |
| Number of Managed Accounts | $0 | 437 |
| Number of Non-Managed Accounts | $0 | 423 |
| Total fiduciary and related assets | $0 | 457 |
| Managed Assets ($) | $0 | 437 |
| Non-managed Assets ($) | $0 | 422 |
| Memoranda | ||
| Gross Fiduciary activities income | $52,000 | 797 |
| 2005-12-31 | Rank | |
| Fiduciary powers granted | $0 | 2,516 |
| Fiduciary power exercised | $0 | 1,867 |
| Fiduciary or related activity | $0 | 1,792 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,788 |
| Number of Managed Accounts | $0 | 1,678 |
| Number of Non-Managed Accounts | $0 | 1,373 |
| Total fiduciary and related assets | $0 | 1,786 |
| Managed Assets ($) | $0 | 1,677 |
| Non-managed Assets ($) | $0 | 1,365 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,557 |
| 2005-09-30 | Rank | |
| Fiduciary powers granted | $0 | 2,529 |
| Fiduciary power exercised | $0 | 1,877 |
| Fiduciary or related activity | $0 | 1,783 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 444 |
| Number of Managed Accounts | $0 | 422 |
| Number of Non-Managed Accounts | $0 | 414 |
| Total fiduciary and related assets | $0 | 443 |
| Managed Assets ($) | $0 | 423 |
| Non-managed Assets ($) | $0 | 412 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,504 |
| 2005-06-30 | Rank | |
| Fiduciary powers granted | $0 | 2,548 |
| Fiduciary power exercised | $0 | 1,881 |
| Fiduciary or related activity | $0 | 1,792 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 460 |
| Number of Managed Accounts | $0 | 435 |
| Number of Non-Managed Accounts | $0 | 431 |
| Total fiduciary and related assets | $0 | 458 |
| Managed Assets ($) | $0 | 435 |
| Non-managed Assets ($) | $0 | 429 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,480 |
| 2005-03-31 | Rank | |
| Fiduciary powers granted | $0 | 2,569 |
| Fiduciary power exercised | $0 | 1,895 |
| Fiduciary or related activity | $0 | 1,801 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 465 |
| Number of Managed Accounts | $0 | 438 |
| Number of Non-Managed Accounts | $0 | 433 |
| Total fiduciary and related assets | $0 | 463 |
| Managed Assets ($) | $0 | 438 |
| Non-managed Assets ($) | $0 | 431 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,418 |
| 2004-12-31 | Rank | |
| Fiduciary powers granted | $0 | 2,574 |
| Fiduciary power exercised | $0 | 1,898 |
| Fiduciary or related activity | $0 | 1,821 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,812 |
| Number of Managed Accounts | $0 | 1,698 |
| Number of Non-Managed Accounts | $0 | 1,368 |
| Total fiduciary and related assets | $0 | 1,810 |
| Managed Assets ($) | $0 | 1,698 |
| Non-managed Assets ($) | $0 | 1,358 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,582 |
| 2004-09-30 | Rank | |
| Fiduciary powers granted | $0 | 2,582 |
| Fiduciary power exercised | $0 | 1,908 |
| Fiduciary or related activity | $0 | 1,824 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 453 |
| Number of Managed Accounts | $0 | 424 |
| Number of Non-Managed Accounts | $0 | 423 |
| Total fiduciary and related assets | $0 | 451 |
| Managed Assets ($) | $0 | 424 |
| Non-managed Assets ($) | $0 | 421 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,547 |
| 2004-06-30 | Rank | |
| Fiduciary powers granted | $0 | 2,602 |
| Fiduciary power exercised | $0 | 1,920 |
| Fiduciary or related activity | $0 | 1,840 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 462 |
| Number of Managed Accounts | $0 | 429 |
| Number of Non-Managed Accounts | $0 | 432 |
| Total fiduciary and related assets | $0 | 459 |
| Managed Assets ($) | $0 | 429 |
| Non-managed Assets ($) | $0 | 429 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,518 |
| 2004-03-31 | Rank | |
| Fiduciary powers granted | $0 | 2,610 |
| Fiduciary power exercised | $0 | 1,930 |
| Fiduciary or related activity | $0 | 1,848 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 473 |
| Number of Managed Accounts | $0 | 438 |
| Number of Non-Managed Accounts | $0 | 438 |
| Total fiduciary and related assets | $0 | 471 |
| Managed Assets ($) | $0 | 438 |
| Non-managed Assets ($) | $0 | 436 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,441 |
| 2003-12-31 | Rank | |
| Fiduciary powers granted | $0 | 2,631 |
| Fiduciary power exercised | $0 | 1,948 |
| Fiduciary or related activity | $0 | 1,873 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,865 |
| Number of Managed Accounts | $0 | 1,742 |
| Number of Non-Managed Accounts | $0 | 1,417 |
| Total fiduciary and related assets | $0 | 1,862 |
| Managed Assets ($) | $0 | 1,742 |
| Non-managed Assets ($) | $0 | 1,404 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,641 |
| 2003-09-30 | Rank | |
| Fiduciary powers granted | $0 | 2,649 |
| Fiduciary power exercised | $0 | 1,971 |
| Fiduciary or related activity | $0 | 1,895 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 473 |
| Number of Managed Accounts | $0 | 442 |
| Number of Non-Managed Accounts | $0 | 446 |
| Total fiduciary and related assets | $0 | 472 |
| Managed Assets ($) | $0 | 442 |
| Non-managed Assets ($) | $0 | 445 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,599 |
| 2003-06-30 | Rank | |
| Fiduciary powers granted | $0 | 2,665 |
| Fiduciary power exercised | $0 | 1,985 |
| Fiduciary or related activity | $0 | 1,908 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 474 |
| Number of Managed Accounts | $0 | 446 |
| Number of Non-Managed Accounts | $0 | 448 |
| Total fiduciary and related assets | $0 | 473 |
| Managed Assets ($) | $0 | 446 |
| Non-managed Assets ($) | $0 | 447 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,577 |
| 2003-03-31 | Rank | |
| Fiduciary powers granted | $0 | 2,686 |
| Fiduciary power exercised | $0 | 2,011 |
| Fiduciary or related activity | $0 | 1,921 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 491 |
| Number of Managed Accounts | $0 | 461 |
| Number of Non-Managed Accounts | $0 | 460 |
| Total fiduciary and related assets | $0 | 490 |
| Managed Assets ($) | $0 | 461 |
| Non-managed Assets ($) | $0 | 458 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,504 |
| 2002-12-31 | Rank | |
| Fiduciary powers granted | $0 | 2,699 |
| Fiduciary power exercised | $0 | 2,027 |
| Fiduciary or related activity | $0 | 1,927 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,919 |
| Number of Managed Accounts | $0 | 1,796 |
| Number of Non-Managed Accounts | $0 | 1,465 |
| Total fiduciary and related assets | $0 | 1,916 |
| Managed Assets ($) | $0 | 1,796 |
| Non-managed Assets ($) | $0 | 1,452 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,713 |
| 2001-12-31 | Rank | |
| Fiduciary powers granted | $0 | 2,623 |
| Fiduciary power exercised | $0 | 1,948 |
| Fiduciary or related activity | $0 | 1,876 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,869 |
| Number of Managed Accounts | $0 | 1,766 |
| Number of Non-Managed Accounts | $0 | 1,385 |
| Total fiduciary and related assets | $0 | 1,865 |
| Managed Assets ($) | $0 | 1,766 |
| Non-managed Assets ($) | $0 | 1,377 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,731 |
| 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 |