Home > Security National Bank of Omaha > Fiduciary and Related Services
Security National Bank of Omaha, 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 | $867,000 | 272 |
| Number of Managed Accounts | $786,000 | 246 |
| Number of Non-Managed Accounts | $81,000 | 292 |
| Total fiduciary and related assets | $1,606,190,000 | 202 |
| Managed Assets ($) | $1,150,858,000 | 190 |
| Non-managed Assets ($) | $455,332,000 | 157 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,676,000 | 227 |
| 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 | $850,000 | 248 |
| Number of Managed Accounts | $765,000 | 227 |
| Number of Non-Managed Accounts | $85,000 | 209 |
| Total fiduciary and related assets | $1,558,318,000 | 202 |
| Managed Assets ($) | $1,124,229,000 | 188 |
| Non-managed Assets ($) | $434,089,000 | 151 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,989,000 | 228 |
| 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 | $830,000 | 267 |
| Number of Managed Accounts | $744,000 | 244 |
| Number of Non-Managed Accounts | $86,000 | 230 |
| Total fiduciary and related assets | $1,521,088,000 | 198 |
| Managed Assets ($) | $1,223,143,000 | 181 |
| Non-managed Assets ($) | $297,945,000 | 177 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,331,000 | 224 |
| 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 | $811,000 | 256 |
| Number of Managed Accounts | $728,000 | 237 |
| Number of Non-Managed Accounts | $83,000 | 214 |
| Total fiduciary and related assets | $1,492,597,000 | 208 |
| Managed Assets ($) | $1,141,429,000 | 191 |
| Non-managed Assets ($) | $351,168,000 | 168 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,716,000 | 229 |
| 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 | $831,000 | 279 |
| Number of Managed Accounts | $748,000 | 251 |
| Number of Non-Managed Accounts | $83,000 | 292 |
| Total fiduciary and related assets | $1,465,344,000 | 204 |
| Managed Assets ($) | $1,118,321,000 | 194 |
| Non-managed Assets ($) | $347,023,000 | 170 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,914,000 | 236 |
| 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 | $823,000 | 261 |
| Number of Managed Accounts | $739,000 | 241 |
| Number of Non-Managed Accounts | $84,000 | 216 |
| Total fiduciary and related assets | $1,384,557,000 | 205 |
| Managed Assets ($) | $1,067,003,000 | 193 |
| Non-managed Assets ($) | $317,554,000 | 173 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,280,000 | 232 |
| 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 | $821,000 | 243 |
| Number of Managed Accounts | $737,000 | 227 |
| Number of Non-Managed Accounts | $84,000 | 206 |
| Total fiduciary and related assets | $1,396,757,000 | 174 |
| Managed Assets ($) | $1,067,770,000 | 164 |
| Non-managed Assets ($) | $328,987,000 | 144 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,647,000 | 199 |
| 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 | $797,000 | 233 |
| Number of Managed Accounts | $715,000 | 226 |
| Number of Non-Managed Accounts | $82,000 | 190 |
| Total fiduciary and related assets | $1,508,559,000 | 176 |
| Managed Assets ($) | $1,177,503,000 | 164 |
| Non-managed Assets ($) | $331,056,000 | 149 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,923,000 | 197 |
| 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 | $792,000 | 253 |
| Number of Managed Accounts | $712,000 | 241 |
| Number of Non-Managed Accounts | $80,000 | 273 |
| Total fiduciary and related assets | $1,557,115,000 | 182 |
| Managed Assets ($) | $1,209,988,000 | 168 |
| Non-managed Assets ($) | $347,127,000 | 155 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,526,000 | 209 |
| 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 | $764,000 | 240 |
| Number of Managed Accounts | $685,000 | 230 |
| Number of Non-Managed Accounts | $79,000 | 199 |
| Total fiduciary and related assets | $1,441,028,000 | 185 |
| Managed Assets ($) | $1,121,356,000 | 172 |
| Non-managed Assets ($) | $319,672,000 | 155 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,780,000 | 210 |
| 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 | $751,000 | 255 |
| Number of Managed Accounts | $672,000 | 248 |
| Number of Non-Managed Accounts | $79,000 | 214 |
| Total fiduciary and related assets | $1,367,232,000 | 192 |
| Managed Assets ($) | $1,046,572,000 | 179 |
| Non-managed Assets ($) | $320,660,000 | 159 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,124,000 | 209 |
| 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 | $726,000 | 247 |
| Number of Managed Accounts | $646,000 | 236 |
| Number of Non-Managed Accounts | $80,000 | 202 |
| Total fiduciary and related assets | $1,268,002,000 | 198 |
| Managed Assets ($) | $966,030,000 | 184 |
| Non-managed Assets ($) | $301,972,000 | 157 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,526,000 | 211 |
| 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 | $714,000 | 271 |
| Number of Managed Accounts | $637,000 | 255 |
| Number of Non-Managed Accounts | $77,000 | 297 |
| Total fiduciary and related assets | $1,232,621,000 | 198 |
| Managed Assets ($) | $935,591,000 | 184 |
| Non-managed Assets ($) | $297,030,000 | 162 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,400,000 | 214 |
| 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 | $694,000 | 247 |
| Number of Managed Accounts | $617,000 | 237 |
| Number of Non-Managed Accounts | $77,000 | 208 |
| Total fiduciary and related assets | $1,133,351,000 | 196 |
| Managed Assets ($) | $866,890,000 | 180 |
| Non-managed Assets ($) | $266,461,000 | 158 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,982,000 | 212 |
| 2020-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $670,000 | 269 |
| Number of Managed Accounts | $594,000 | 255 |
| Number of Non-Managed Accounts | $76,000 | 223 |
| Total fiduciary and related assets | $1,068,604,000 | 201 |
| Managed Assets ($) | $823,962,000 | 186 |
| Non-managed Assets ($) | $244,642,000 | 170 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,607,000 | 214 |
| 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 | $674,000 | 249 |
| Number of Managed Accounts | $601,000 | 239 |
| Number of Non-Managed Accounts | $73,000 | 215 |
| Total fiduciary and related assets | $1,010,960,000 | 197 |
| Managed Assets ($) | $766,617,000 | 177 |
| Non-managed Assets ($) | $244,343,000 | 158 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,344,000 | 211 |
| 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 | $692,000 | 276 |
| Number of Managed Accounts | $616,000 | 258 |
| Number of Non-Managed Accounts | $76,000 | 305 |
| Total fiduciary and related assets | $1,130,509,000 | 197 |
| Managed Assets ($) | $861,865,000 | 184 |
| Non-managed Assets ($) | $268,644,000 | 160 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,032,000 | 217 |
| 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 | $689,000 | 249 |
| Number of Managed Accounts | $613,000 | 237 |
| Number of Non-Managed Accounts | $76,000 | 204 |
| Total fiduciary and related assets | $1,077,599,000 | 199 |
| Managed Assets ($) | $828,553,000 | 179 |
| Non-managed Assets ($) | $249,046,000 | 160 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,749,000 | 216 |
| 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 | $695,000 | 258 |
| Number of Managed Accounts | $619,000 | 247 |
| Number of Non-Managed Accounts | $76,000 | 214 |
| Total fiduciary and related assets | $1,066,015,000 | 199 |
| Managed Assets ($) | $820,021,000 | 178 |
| Non-managed Assets ($) | $245,994,000 | 160 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,429,000 | 218 |
| 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 | $697,000 | 260 |
| Number of Managed Accounts | $617,000 | 247 |
| Number of Non-Managed Accounts | $80,000 | 211 |
| Total fiduciary and related assets | $1,058,358,000 | 196 |
| Managed Assets ($) | $789,258,000 | 183 |
| Non-managed Assets ($) | $269,100,000 | 153 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,188,000 | 218 |
| 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 | $709,000 | 272 |
| Number of Managed Accounts | $634,000 | 249 |
| Number of Non-Managed Accounts | $75,000 | 310 |
| Total fiduciary and related assets | $1,113,670,000 | 189 |
| Managed Assets ($) | $886,407,000 | 166 |
| Non-managed Assets ($) | $227,263,000 | 166 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,727,000 | 219 |
| 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 | $688,000 | 265 |
| Number of Managed Accounts | $616,000 | 245 |
| Number of Non-Managed Accounts | $72,000 | 226 |
| Total fiduciary and related assets | $1,242,501,000 | 182 |
| Managed Assets ($) | $1,009,934,000 | 162 |
| Non-managed Assets ($) | $232,567,000 | 171 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,608,000 | 218 |
| 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 | $693,000 | 266 |
| Number of Managed Accounts | $619,000 | 247 |
| Number of Non-Managed Accounts | $74,000 | 225 |
| Total fiduciary and related assets | $1,219,051,000 | 182 |
| Managed Assets ($) | $996,315,000 | 158 |
| Non-managed Assets ($) | $222,736,000 | 175 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,412,000 | 219 |
| 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 | $679,000 | 272 |
| Number of Managed Accounts | $609,000 | 252 |
| Number of Non-Managed Accounts | $70,000 | 236 |
| Total fiduciary and related assets | $1,183,382,000 | 185 |
| Managed Assets ($) | $968,135,000 | 160 |
| Non-managed Assets ($) | $215,247,000 | 177 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,222,000 | 219 |
| 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 | $644,000 | 297 |
| Number of Managed Accounts | $573,000 | 267 |
| Number of Non-Managed Accounts | $71,000 | 340 |
| Total fiduciary and related assets | $1,211,131,000 | 185 |
| Managed Assets ($) | $997,226,000 | 160 |
| Non-managed Assets ($) | $213,905,000 | 179 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,774,000 | 216 |
| 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 | $628,000 | 275 |
| Number of Managed Accounts | $566,000 | 255 |
| Number of Non-Managed Accounts | $62,000 | 241 |
| Total fiduciary and related assets | $1,207,084,000 | 180 |
| Managed Assets ($) | $1,003,581,000 | 156 |
| Non-managed Assets ($) | $203,503,000 | 185 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,632,000 | 213 |
| 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 | $624,000 | 279 |
| Number of Managed Accounts | $562,000 | 257 |
| Number of Non-Managed Accounts | $62,000 | 243 |
| Total fiduciary and related assets | $1,146,494,000 | 178 |
| Managed Assets ($) | $946,019,000 | 156 |
| Non-managed Assets ($) | $200,475,000 | 184 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,477,000 | 209 |
| 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 | $615,000 | 280 |
| Number of Managed Accounts | $556,000 | 260 |
| Number of Non-Managed Accounts | $59,000 | 248 |
| Total fiduciary and related assets | $1,134,566,000 | 175 |
| Managed Assets ($) | $947,280,000 | 154 |
| Non-managed Assets ($) | $187,286,000 | 184 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,273,000 | 204 |
| 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 | $608,000 | 303 |
| Number of Managed Accounts | $547,000 | 272 |
| Number of Non-Managed Accounts | $61,000 | 382 |
| Total fiduciary and related assets | $1,111,887,000 | 175 |
| Managed Assets ($) | $933,541,000 | 152 |
| Non-managed Assets ($) | $178,346,000 | 184 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,147,000 | 223 |
| 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 | $579,000 | 289 |
| Number of Managed Accounts | $522,000 | 265 |
| Number of Non-Managed Accounts | $57,000 | 258 |
| Total fiduciary and related assets | $1,222,694,000 | 163 |
| Managed Assets ($) | $1,044,880,000 | 139 |
| Non-managed Assets ($) | $177,814,000 | 185 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,116,000 | 220 |
| 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 | $586,000 | 287 |
| Number of Managed Accounts | $528,000 | 264 |
| Number of Non-Managed Accounts | $58,000 | 263 |
| Total fiduciary and related assets | $1,220,980,000 | 165 |
| Managed Assets ($) | $1,044,876,000 | 135 |
| Non-managed Assets ($) | $176,104,000 | 187 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,100,000 | 221 |
| 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 | $594,000 | 287 |
| Number of Managed Accounts | $534,000 | 262 |
| Number of Non-Managed Accounts | $60,000 | 254 |
| Total fiduciary and related assets | $1,235,412,000 | 165 |
| Managed Assets ($) | $1,058,460,000 | 135 |
| Non-managed Assets ($) | $176,952,000 | 186 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,044,000 | 222 |
| 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 | $584,000 | 311 |
| Number of Managed Accounts | $526,000 | 270 |
| Number of Non-Managed Accounts | $58,000 | 403 |
| Total fiduciary and related assets | $1,194,719,000 | 165 |
| Managed Assets ($) | $1,090,971,000 | 131 |
| Non-managed Assets ($) | $103,748,000 | 232 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,886,000 | 231 |
| 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 | $586,000 | 284 |
| Number of Managed Accounts | $526,000 | 260 |
| Number of Non-Managed Accounts | $60,000 | 250 |
| Total fiduciary and related assets | $1,203,666,000 | 164 |
| Managed Assets ($) | $1,104,118,000 | 128 |
| Non-managed Assets ($) | $99,548,000 | 224 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,894,000 | 233 |
| 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 | $580,000 | 289 |
| Number of Managed Accounts | $523,000 | 265 |
| Number of Non-Managed Accounts | $57,000 | 257 |
| Total fiduciary and related assets | $1,118,620,000 | 176 |
| Managed Assets ($) | $1,027,820,000 | 141 |
| Non-managed Assets ($) | $90,800,000 | 238 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,873,000 | 239 |
| 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 | $574,000 | 292 |
| Number of Managed Accounts | $516,000 | 263 |
| Number of Non-Managed Accounts | $58,000 | 258 |
| Total fiduciary and related assets | $1,099,179,000 | 179 |
| Managed Assets ($) | $1,005,274,000 | 146 |
| Non-managed Assets ($) | $93,905,000 | 235 |
| Memoranda | ||
| Gross Fiduciary activities income | $890,000 | 251 |
| 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 | $577,000 | 317 |
| Number of Managed Accounts | $521,000 | 276 |
| Number of Non-Managed Accounts | $56,000 | 429 |
| Total fiduciary and related assets | $1,133,042,000 | 174 |
| Managed Assets ($) | $1,041,772,000 | 136 |
| Non-managed Assets ($) | $91,270,000 | 249 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,311,000 | 254 |
| 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 | $579,000 | 295 |
| Number of Managed Accounts | $526,000 | 263 |
| Number of Non-Managed Accounts | $53,000 | 267 |
| Total fiduciary and related assets | $1,042,640,000 | 177 |
| Managed Assets ($) | $955,171,000 | 145 |
| Non-managed Assets ($) | $87,469,000 | 242 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,500,000 | 256 |
| 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 | $573,000 | 298 |
| Number of Managed Accounts | $521,000 | 267 |
| Number of Non-Managed Accounts | $52,000 | 270 |
| Total fiduciary and related assets | $1,007,563,000 | 179 |
| Managed Assets ($) | $922,562,000 | 145 |
| Non-managed Assets ($) | $85,001,000 | 243 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,647,000 | 258 |
| 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 | $578,000 | 298 |
| Number of Managed Accounts | $523,000 | 269 |
| Number of Non-Managed Accounts | $55,000 | 266 |
| Total fiduciary and related assets | $946,743,000 | 183 |
| Managed Assets ($) | $863,578,000 | 149 |
| Non-managed Assets ($) | $83,165,000 | 243 |
| Memoranda | ||
| Gross Fiduciary activities income | $807,000 | 264 |
| 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 | $583,000 | 321 |
| Number of Managed Accounts | $525,000 | 279 |
| Number of Non-Managed Accounts | $58,000 | 433 |
| Total fiduciary and related assets | $929,399,000 | 183 |
| Managed Assets ($) | $836,475,000 | 151 |
| Non-managed Assets ($) | $92,924,000 | 246 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,054,000 | 255 |
| 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 | $569,000 | 292 |
| Number of Managed Accounts | $511,000 | 265 |
| Number of Non-Managed Accounts | $58,000 | 256 |
| Total fiduciary and related assets | $849,878,000 | 187 |
| Managed Assets ($) | $757,904,000 | 155 |
| Non-managed Assets ($) | $91,974,000 | 226 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,276,000 | 255 |
| 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 | $559,000 | 293 |
| Number of Managed Accounts | $500,000 | 263 |
| Number of Non-Managed Accounts | $59,000 | 255 |
| Total fiduciary and related assets | $850,809,000 | 179 |
| Managed Assets ($) | $761,321,000 | 152 |
| Non-managed Assets ($) | $89,488,000 | 232 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,520,000 | 253 |
| 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 | $543,000 | 299 |
| Number of Managed Accounts | $482,000 | 265 |
| Number of Non-Managed Accounts | $61,000 | 253 |
| Total fiduciary and related assets | $836,346,000 | 183 |
| Managed Assets ($) | $745,477,000 | 156 |
| Non-managed Assets ($) | $90,869,000 | 235 |
| Memoranda | ||
| Gross Fiduciary activities income | $759,000 | 252 |
| 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 | $534,000 | 344 |
| Number of Managed Accounts | $471,000 | 290 |
| Number of Non-Managed Accounts | $63,000 | 424 |
| Total fiduciary and related assets | $807,786,000 | 183 |
| Managed Assets ($) | $719,382,000 | 156 |
| Non-managed Assets ($) | $88,404,000 | 250 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,685,000 | 262 |
| 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 | $494,000 | 303 |
| Number of Managed Accounts | $436,000 | 268 |
| Number of Non-Managed Accounts | $58,000 | 252 |
| Total fiduciary and related assets | $769,696,000 | 192 |
| Managed Assets ($) | $680,895,000 | 158 |
| Non-managed Assets ($) | $88,801,000 | 225 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,988,000 | 262 |
| 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 | $489,000 | 302 |
| Number of Managed Accounts | $428,000 | 269 |
| Number of Non-Managed Accounts | $61,000 | 246 |
| Total fiduciary and related assets | $576,520,000 | 227 |
| Managed Assets ($) | $487,319,000 | 190 |
| Non-managed Assets ($) | $89,201,000 | 224 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,312,000 | 262 |
| 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 | $489,000 | 300 |
| Number of Managed Accounts | $429,000 | 266 |
| Number of Non-Managed Accounts | $60,000 | 245 |
| Total fiduciary and related assets | $582,230,000 | 222 |
| Managed Assets ($) | $493,496,000 | 193 |
| Non-managed Assets ($) | $88,734,000 | 216 |
| Memoranda | ||
| Gross Fiduciary activities income | $652,000 | 261 |
| 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 | $488,000 | 365 |
| Number of Managed Accounts | $419,000 | 316 |
| Number of Non-Managed Accounts | $69,000 | 406 |
| Total fiduciary and related assets | $538,983,000 | 230 |
| Managed Assets ($) | $456,777,000 | 200 |
| Non-managed Assets ($) | $82,206,000 | 247 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,538,000 | 228 |
| 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 | $485,000 | 302 |
| Number of Managed Accounts | $419,000 | 272 |
| Number of Non-Managed Accounts | $66,000 | 239 |
| Total fiduciary and related assets | $532,557,000 | 219 |
| Managed Assets ($) | $454,725,000 | 182 |
| Non-managed Assets ($) | $77,832,000 | 223 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,917,000 | 226 |
| 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 | $469,000 | 306 |
| Number of Managed Accounts | $415,000 | 276 |
| Number of Non-Managed Accounts | $54,000 | 267 |
| Total fiduciary and related assets | $525,853,000 | 231 |
| Managed Assets ($) | $462,210,000 | 192 |
| Non-managed Assets ($) | $63,643,000 | 246 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,284,000 | 226 |
| 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 | $469,000 | 311 |
| Number of Managed Accounts | $414,000 | 281 |
| Number of Non-Managed Accounts | $55,000 | 265 |
| Total fiduciary and related assets | $518,756,000 | 236 |
| Managed Assets ($) | $455,425,000 | 196 |
| Non-managed Assets ($) | $63,331,000 | 245 |
| Memoranda | ||
| Gross Fiduciary activities income | $643,000 | 228 |
| 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 | $466,000 | 383 |
| Number of Managed Accounts | $410,000 | 326 |
| Number of Non-Managed Accounts | $56,000 | 482 |
| Total fiduciary and related assets | $509,807,000 | 236 |
| Managed Assets ($) | $448,932,000 | 189 |
| Non-managed Assets ($) | $60,875,000 | 293 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,287,000 | 235 |
| 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 | $463,000 | 301 |
| Number of Managed Accounts | $408,000 | 273 |
| Number of Non-Managed Accounts | $55,000 | 259 |
| Total fiduciary and related assets | $492,176,000 | 236 |
| Managed Assets ($) | $434,715,000 | 189 |
| Non-managed Assets ($) | $57,461,000 | 250 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,736,000 | 231 |
| 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 | $472,000 | 303 |
| Number of Managed Accounts | $417,000 | 273 |
| Number of Non-Managed Accounts | $55,000 | 261 |
| Total fiduciary and related assets | $459,788,000 | 237 |
| Managed Assets ($) | $406,884,000 | 197 |
| Non-managed Assets ($) | $52,904,000 | 256 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,203,000 | 228 |
| 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 | $460,000 | 308 |
| Number of Managed Accounts | $404,000 | 276 |
| Number of Non-Managed Accounts | $56,000 | 263 |
| Total fiduciary and related assets | $496,081,000 | 237 |
| Managed Assets ($) | $388,530,000 | 214 |
| Non-managed Assets ($) | $107,551,000 | 207 |
| Memoranda | ||
| Gross Fiduciary activities income | $628,000 | 222 |
| 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 | $459,000 | 396 |
| Number of Managed Accounts | $404,000 | 329 |
| Number of Non-Managed Accounts | $55,000 | 508 |
| Total fiduciary and related assets | $424,205,000 | 259 |
| Managed Assets ($) | $374,471,000 | 221 |
| Non-managed Assets ($) | $49,734,000 | 330 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,055,000 | 242 |
| 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 | $464,000 | 308 |
| Number of Managed Accounts | $410,000 | 274 |
| Number of Non-Managed Accounts | $54,000 | 248 |
| Total fiduciary and related assets | $420,118,000 | 260 |
| Managed Assets ($) | $371,828,000 | 222 |
| Non-managed Assets ($) | $48,290,000 | 256 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,521,000 | 242 |
| 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 | $462,000 | 309 |
| Number of Managed Accounts | $408,000 | 276 |
| Number of Non-Managed Accounts | $54,000 | 258 |
| Total fiduciary and related assets | $414,549,000 | 255 |
| Managed Assets ($) | $370,448,000 | 215 |
| Non-managed Assets ($) | $44,101,000 | 258 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,035,000 | 241 |
| 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 | $449,000 | 312 |
| Number of Managed Accounts | $397,000 | 280 |
| Number of Non-Managed Accounts | $52,000 | 262 |
| Total fiduciary and related assets | $388,128,000 | 257 |
| Managed Assets ($) | $347,396,000 | 219 |
| Non-managed Assets ($) | $40,732,000 | 261 |
| Memoranda | ||
| Gross Fiduciary activities income | $546,000 | 235 |
| 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 | $438,000 | 414 |
| Number of Managed Accounts | $393,000 | 335 |
| Number of Non-Managed Accounts | $45,000 | 566 |
| Total fiduciary and related assets | $401,484,000 | 260 |
| Managed Assets ($) | $360,730,000 | 219 |
| Non-managed Assets ($) | $40,754,000 | 345 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,575,000 | 226 |
| 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 | $432,000 | 330 |
| Number of Managed Accounts | $381,000 | 292 |
| Number of Non-Managed Accounts | $51,000 | 276 |
| Total fiduciary and related assets | $454,454,000 | 252 |
| Managed Assets ($) | $388,850,000 | 217 |
| Non-managed Assets ($) | $65,604,000 | 247 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,049,000 | 225 |
| 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 | $427,000 | 338 |
| Number of Managed Accounts | $375,000 | 295 |
| Number of Non-Managed Accounts | $52,000 | 278 |
| Total fiduciary and related assets | $455,868,000 | 266 |
| Managed Assets ($) | $386,334,000 | 227 |
| Non-managed Assets ($) | $69,534,000 | 248 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,407,000 | 225 |
| 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 | $451,000 | 330 |
| Number of Managed Accounts | $396,000 | 293 |
| Number of Non-Managed Accounts | $55,000 | 277 |
| Total fiduciary and related assets | $445,050,000 | 277 |
| Managed Assets ($) | $382,122,000 | 232 |
| Non-managed Assets ($) | $62,928,000 | 261 |
| Memoranda | ||
| Gross Fiduciary activities income | $749,000 | 222 |
| 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 | $423,000 | 427 |
| Number of Managed Accounts | $375,000 | 344 |
| Number of Non-Managed Accounts | $48,000 | 557 |
| Total fiduciary and related assets | $459,670,000 | 280 |
| Managed Assets ($) | $393,016,000 | 228 |
| Non-managed Assets ($) | $66,654,000 | 310 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,681,000 | 230 |
| 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 | $371,000 | 340 |
| Number of Managed Accounts | $325,000 | 305 |
| Number of Non-Managed Accounts | $46,000 | 275 |
| Total fiduciary and related assets | $452,420,000 | 283 |
| Managed Assets ($) | $380,693,000 | 235 |
| Non-managed Assets ($) | $71,727,000 | 244 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,037,000 | 227 |
| 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 | $362,000 | 346 |
| Number of Managed Accounts | $314,000 | 310 |
| Number of Non-Managed Accounts | $48,000 | 285 |
| Total fiduciary and related assets | $436,417,000 | 293 |
| Managed Assets ($) | $380,207,000 | 241 |
| Non-managed Assets ($) | $56,210,000 | 273 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,385,000 | 232 |
| 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 | $337,000 | 351 |
| Number of Managed Accounts | $295,000 | 314 |
| Number of Non-Managed Accounts | $42,000 | 296 |
| Total fiduciary and related assets | $354,170,000 | 309 |
| Managed Assets ($) | $303,521,000 | 267 |
| Non-managed Assets ($) | $50,649,000 | 278 |
| Memoranda | ||
| Gross Fiduciary activities income | $738,000 | 222 |
| 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 | $322,000 | 492 |
| Number of Managed Accounts | $282,000 | 406 |
| Number of Non-Managed Accounts | $40,000 | 613 |
| Total fiduciary and related assets | $341,604,000 | 315 |
| Managed Assets ($) | $291,823,000 | 274 |
| Non-managed Assets ($) | $49,781,000 | 351 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,239,000 | 254 |
| 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 | $303,000 | 353 |
| Number of Managed Accounts | $261,000 | 318 |
| Number of Non-Managed Accounts | $42,000 | 291 |
| Total fiduciary and related assets | $311,650,000 | 332 |
| Managed Assets ($) | $262,763,000 | 286 |
| Non-managed Assets ($) | $48,887,000 | 281 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,644,000 | 261 |
| 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 | $295,000 | 359 |
| Number of Managed Accounts | $255,000 | 326 |
| Number of Non-Managed Accounts | $40,000 | 305 |
| Total fiduciary and related assets | $295,188,000 | 341 |
| Managed Assets ($) | $245,575,000 | 297 |
| Non-managed Assets ($) | $49,613,000 | 285 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,095,000 | 266 |
| 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 | $246,000 | 375 |
| Number of Managed Accounts | $246,000 | 339 |
| Number of Non-Managed Accounts | $0 | 423 |
| Total fiduciary and related assets | $212,943,000 | 373 |
| Managed Assets ($) | $212,943,000 | 316 |
| Non-managed Assets ($) | $0 | 422 |
| Memoranda | ||
| Gross Fiduciary activities income | $561,000 | 257 |
| 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 | $354,000 | 477 |
| Number of Managed Accounts | $316,000 | 394 |
| Number of Non-Managed Accounts | $38,000 | 645 |
| Total fiduciary and related assets | $256,230,000 | 364 |
| Managed Assets ($) | $244,028,000 | 300 |
| Non-managed Assets ($) | $12,202,000 | 600 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,865,000 | 287 |
| 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 | $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 | $1,382,000 | 281 |
| 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 | $283,000 | 371 |
| Number of Managed Accounts | $256,000 | 334 |
| Number of Non-Managed Accounts | $27,000 | 342 |
| Total fiduciary and related assets | $251,468,000 | 349 |
| Managed Assets ($) | $241,644,000 | 291 |
| Non-managed Assets ($) | $9,824,000 | 369 |
| Memoranda | ||
| Gross Fiduciary activities income | $909,000 | 280 |
| 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 | $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 | $460,000 | 279 |
| 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 | $269,000 | 570 |
| Number of Managed Accounts | $264,000 | 441 |
| Number of Non-Managed Accounts | $5,000 | 1,107 |
| Total fiduciary and related assets | $244,757,000 | 369 |
| Managed Assets ($) | $238,483,000 | 293 |
| Non-managed Assets ($) | $6,274,000 | 734 |
| Memoranda | ||
| Gross Fiduciary activities income | $876,000 | 405 |
| 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 | $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 | $422,000 | 531 |
| 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 | $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 | $1,000 | 1 |
| 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 | $1,000 | 1 |
| 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 | $1,000 | 1 |
| 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 | $1,000 | 1 |
| 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 | $1,000 | 1 |
| 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 | $1,000 | 1 |
| 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 | $1,000 | 2 |
| 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 | $0 | 1,332 |
| 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 | $0 | 1,380 |
| 1998-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,398 |
| 1997-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,450 |
| 1996-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,526 |
| 1995-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |