Home > The First National Bank of Fort Smith > Fiduciary and Related Services
The First National Bank of Fort Smith, 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 | $950,000 | 256 |
| Number of Managed Accounts | $765,000 | 251 |
| Number of Non-Managed Accounts | $185,000 | 174 |
| Total fiduciary and related assets | $998,728,000 | 252 |
| Managed Assets ($) | $874,090,000 | 228 |
| Non-managed Assets ($) | $124,638,000 | 261 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,352,000 | 282 |
| 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 | $953,000 | 234 |
| Number of Managed Accounts | $764,000 | 229 |
| Number of Non-Managed Accounts | $189,000 | 141 |
| Total fiduciary and related assets | $950,043,000 | 247 |
| Managed Assets ($) | $827,532,000 | 227 |
| Non-managed Assets ($) | $122,511,000 | 221 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,209,000 | 285 |
| 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 | $944,000 | 246 |
| Number of Managed Accounts | $753,000 | 241 |
| Number of Non-Managed Accounts | $191,000 | 155 |
| Total fiduciary and related assets | $945,828,000 | 248 |
| Managed Assets ($) | $837,909,000 | 227 |
| Non-managed Assets ($) | $107,919,000 | 264 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,068,000 | 282 |
| 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 | $935,000 | 242 |
| Number of Managed Accounts | $745,000 | 234 |
| Number of Non-Managed Accounts | $190,000 | 147 |
| Total fiduciary and related assets | $902,028,000 | 257 |
| Managed Assets ($) | $795,173,000 | 238 |
| Non-managed Assets ($) | $106,855,000 | 239 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,095,000 | 284 |
| 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 | $930,000 | 258 |
| Number of Managed Accounts | $741,000 | 254 |
| Number of Non-Managed Accounts | $189,000 | 181 |
| Total fiduciary and related assets | $809,692,000 | 273 |
| Managed Assets ($) | $713,361,000 | 255 |
| Non-managed Assets ($) | $96,331,000 | 285 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,106,000 | 298 |
| 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 | $918,000 | 249 |
| Number of Managed Accounts | $733,000 | 242 |
| Number of Non-Managed Accounts | $185,000 | 152 |
| Total fiduciary and related assets | $785,334,000 | 267 |
| Managed Assets ($) | $693,040,000 | 245 |
| Non-managed Assets ($) | $92,294,000 | 255 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,183,000 | 287 |
| 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 | $913,000 | 230 |
| Number of Managed Accounts | $728,000 | 230 |
| Number of Non-Managed Accounts | $185,000 | 142 |
| Total fiduciary and related assets | $800,902,000 | 234 |
| Managed Assets ($) | $705,964,000 | 216 |
| Non-managed Assets ($) | $94,938,000 | 244 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,191,000 | 251 |
| 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 | $910,000 | 222 |
| Number of Managed Accounts | $723,000 | 223 |
| Number of Non-Managed Accounts | $187,000 | 135 |
| Total fiduciary and related assets | $877,891,000 | 226 |
| Managed Assets ($) | $777,355,000 | 210 |
| Non-managed Assets ($) | $100,536,000 | 219 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,224,000 | 243 |
| 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 | $907,000 | 240 |
| Number of Managed Accounts | $718,000 | 240 |
| Number of Non-Managed Accounts | $189,000 | 160 |
| Total fiduciary and related assets | $895,367,000 | 237 |
| Managed Assets ($) | $794,123,000 | 212 |
| Non-managed Assets ($) | $101,244,000 | 259 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,231,000 | 254 |
| 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 | $927,000 | 226 |
| Number of Managed Accounts | $733,000 | 223 |
| Number of Non-Managed Accounts | $194,000 | 130 |
| Total fiduciary and related assets | $882,106,000 | 230 |
| Managed Assets ($) | $773,581,000 | 209 |
| Non-managed Assets ($) | $108,525,000 | 219 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,157,000 | 254 |
| 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 | $932,000 | 234 |
| Number of Managed Accounts | $734,000 | 232 |
| Number of Non-Managed Accounts | $198,000 | 134 |
| Total fiduciary and related assets | $880,172,000 | 234 |
| Managed Assets ($) | $771,131,000 | 212 |
| Non-managed Assets ($) | $109,041,000 | 245 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,099,000 | 254 |
| 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 | $921,000 | 226 |
| Number of Managed Accounts | $723,000 | 223 |
| Number of Non-Managed Accounts | $198,000 | 131 |
| Total fiduciary and related assets | $851,562,000 | 229 |
| Managed Assets ($) | $746,344,000 | 209 |
| Non-managed Assets ($) | $105,218,000 | 216 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,082,000 | 249 |
| 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 | $926,000 | 237 |
| Number of Managed Accounts | $721,000 | 234 |
| Number of Non-Managed Accounts | $205,000 | 154 |
| Total fiduciary and related assets | $825,686,000 | 235 |
| Managed Assets ($) | $721,244,000 | 219 |
| Non-managed Assets ($) | $104,442,000 | 249 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,614,000 | 261 |
| 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 | $913,000 | 225 |
| Number of Managed Accounts | $712,000 | 223 |
| Number of Non-Managed Accounts | $201,000 | 129 |
| Total fiduciary and related assets | $760,646,000 | 229 |
| Managed Assets ($) | $668,952,000 | 212 |
| Non-managed Assets ($) | $91,694,000 | 219 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,708,000 | 260 |
| 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 | $908,000 | 237 |
| Number of Managed Accounts | $709,000 | 234 |
| Number of Non-Managed Accounts | $199,000 | 136 |
| Total fiduciary and related assets | $733,223,000 | 236 |
| Managed Assets ($) | $645,453,000 | 218 |
| Non-managed Assets ($) | $87,770,000 | 242 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,835,000 | 258 |
| 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 | $904,000 | 224 |
| Number of Managed Accounts | $709,000 | 222 |
| Number of Non-Managed Accounts | $195,000 | 134 |
| Total fiduciary and related assets | $693,875,000 | 225 |
| Managed Assets ($) | $607,987,000 | 203 |
| Non-managed Assets ($) | $85,888,000 | 216 |
| Memoranda | ||
| Gross Fiduciary activities income | $969,000 | 250 |
| 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 | $906,000 | 242 |
| Number of Managed Accounts | $716,000 | 231 |
| Number of Non-Managed Accounts | $190,000 | 171 |
| Total fiduciary and related assets | $754,337,000 | 233 |
| Managed Assets ($) | $660,402,000 | 221 |
| Non-managed Assets ($) | $93,935,000 | 252 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,894,000 | 286 |
| 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 | $909,000 | 226 |
| Number of Managed Accounts | $723,000 | 222 |
| Number of Non-Managed Accounts | $186,000 | 139 |
| Total fiduciary and related assets | $732,789,000 | 230 |
| Managed Assets ($) | $641,465,000 | 216 |
| Non-managed Assets ($) | $91,324,000 | 227 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,173,000 | 284 |
| 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 | $905,000 | 231 |
| Number of Managed Accounts | $720,000 | 225 |
| Number of Non-Managed Accounts | $185,000 | 145 |
| Total fiduciary and related assets | $710,639,000 | 234 |
| Managed Assets ($) | $619,663,000 | 222 |
| Non-managed Assets ($) | $90,976,000 | 246 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,490,000 | 283 |
| 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 | $891,000 | 234 |
| Number of Managed Accounts | $708,000 | 226 |
| Number of Non-Managed Accounts | $183,000 | 151 |
| Total fiduciary and related assets | $709,755,000 | 230 |
| Managed Assets ($) | $607,177,000 | 222 |
| Non-managed Assets ($) | $102,578,000 | 234 |
| Memoranda | ||
| Gross Fiduciary activities income | $801,000 | 268 |
| 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 | $888,000 | 242 |
| Number of Managed Accounts | $704,000 | 230 |
| Number of Non-Managed Accounts | $184,000 | 181 |
| Total fiduciary and related assets | $680,219,000 | 231 |
| Managed Assets ($) | $578,716,000 | 218 |
| Non-managed Assets ($) | $101,503,000 | 240 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,923,000 | 283 |
| 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 | $873,000 | 233 |
| Number of Managed Accounts | $690,000 | 231 |
| Number of Non-Managed Accounts | $183,000 | 150 |
| Total fiduciary and related assets | $718,664,000 | 233 |
| Managed Assets ($) | $612,530,000 | 217 |
| Non-managed Assets ($) | $106,134,000 | 232 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,183,000 | 284 |
| 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 | $873,000 | 235 |
| Number of Managed Accounts | $688,000 | 235 |
| Number of Non-Managed Accounts | $185,000 | 150 |
| Total fiduciary and related assets | $691,716,000 | 236 |
| Managed Assets ($) | $587,163,000 | 220 |
| Non-managed Assets ($) | $104,553,000 | 235 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,505,000 | 284 |
| 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 | $874,000 | 238 |
| Number of Managed Accounts | $685,000 | 235 |
| Number of Non-Managed Accounts | $189,000 | 150 |
| Total fiduciary and related assets | $692,222,000 | 237 |
| Managed Assets ($) | $583,617,000 | 219 |
| Non-managed Assets ($) | $108,605,000 | 234 |
| Memoranda | ||
| Gross Fiduciary activities income | $813,000 | 270 |
| 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 | $873,000 | 251 |
| Number of Managed Accounts | $678,000 | 244 |
| Number of Non-Managed Accounts | $195,000 | 180 |
| Total fiduciary and related assets | $680,214,000 | 236 |
| Managed Assets ($) | $571,577,000 | 220 |
| Non-managed Assets ($) | $108,637,000 | 236 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,706,000 | 290 |
| 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 | $878,000 | 238 |
| Number of Managed Accounts | $680,000 | 236 |
| Number of Non-Managed Accounts | $198,000 | 146 |
| Total fiduciary and related assets | $661,695,000 | 238 |
| Managed Assets ($) | $553,413,000 | 221 |
| Non-managed Assets ($) | $108,282,000 | 230 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,035,000 | 291 |
| 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 | $875,000 | 238 |
| Number of Managed Accounts | $678,000 | 236 |
| Number of Non-Managed Accounts | $197,000 | 145 |
| Total fiduciary and related assets | $644,810,000 | 237 |
| Managed Assets ($) | $541,982,000 | 223 |
| Non-managed Assets ($) | $102,828,000 | 232 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,399,000 | 284 |
| 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 | $864,000 | 238 |
| Number of Managed Accounts | $674,000 | 236 |
| Number of Non-Managed Accounts | $190,000 | 148 |
| Total fiduciary and related assets | $635,062,000 | 236 |
| Managed Assets ($) | $535,330,000 | 225 |
| Non-managed Assets ($) | $99,732,000 | 231 |
| Memoranda | ||
| Gross Fiduciary activities income | $780,000 | 270 |
| 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 | $865,000 | 244 |
| Number of Managed Accounts | $674,000 | 236 |
| Number of Non-Managed Accounts | $191,000 | 185 |
| Total fiduciary and related assets | $610,743,000 | 239 |
| Managed Assets ($) | $510,125,000 | 227 |
| Non-managed Assets ($) | $100,618,000 | 241 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,677,000 | 282 |
| 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 | $879,000 | 232 |
| Number of Managed Accounts | $684,000 | 227 |
| Number of Non-Managed Accounts | $195,000 | 148 |
| Total fiduciary and related assets | $598,603,000 | 245 |
| Managed Assets ($) | $516,018,000 | 225 |
| Non-managed Assets ($) | $82,585,000 | 240 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,006,000 | 280 |
| 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 | $894,000 | 227 |
| Number of Managed Accounts | $696,000 | 227 |
| Number of Non-Managed Accounts | $198,000 | 151 |
| Total fiduciary and related assets | $598,308,000 | 245 |
| Managed Assets ($) | $510,732,000 | 227 |
| Non-managed Assets ($) | $87,576,000 | 241 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,385,000 | 276 |
| 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 | $880,000 | 231 |
| Number of Managed Accounts | $679,000 | 228 |
| Number of Non-Managed Accounts | $201,000 | 152 |
| Total fiduciary and related assets | $602,057,000 | 245 |
| Managed Assets ($) | $508,065,000 | 225 |
| Non-managed Assets ($) | $93,992,000 | 234 |
| Memoranda | ||
| Gross Fiduciary activities income | $776,000 | 260 |
| 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 | $880,000 | 241 |
| Number of Managed Accounts | $677,000 | 232 |
| Number of Non-Managed Accounts | $203,000 | 187 |
| Total fiduciary and related assets | $608,269,000 | 242 |
| Managed Assets ($) | $515,914,000 | 228 |
| Non-managed Assets ($) | $92,355,000 | 241 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,745,000 | 281 |
| 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 | $879,000 | 232 |
| Number of Managed Accounts | $679,000 | 228 |
| Number of Non-Managed Accounts | $200,000 | 149 |
| Total fiduciary and related assets | $602,009,000 | 240 |
| Managed Assets ($) | $508,443,000 | 224 |
| Non-managed Assets ($) | $93,566,000 | 231 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,113,000 | 278 |
| 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 | $882,000 | 236 |
| Number of Managed Accounts | $680,000 | 230 |
| Number of Non-Managed Accounts | $202,000 | 146 |
| Total fiduciary and related assets | $625,999,000 | 247 |
| Managed Assets ($) | $527,396,000 | 227 |
| Non-managed Assets ($) | $98,603,000 | 227 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,433,000 | 280 |
| 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 | $882,000 | 231 |
| Number of Managed Accounts | $676,000 | 229 |
| Number of Non-Managed Accounts | $206,000 | 148 |
| Total fiduciary and related assets | $643,927,000 | 243 |
| Managed Assets ($) | $543,654,000 | 224 |
| Non-managed Assets ($) | $100,273,000 | 229 |
| Memoranda | ||
| Gross Fiduciary activities income | $803,000 | 263 |
| 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 | $887,000 | 242 |
| Number of Managed Accounts | $673,000 | 236 |
| Number of Non-Managed Accounts | $214,000 | 181 |
| Total fiduciary and related assets | $644,653,000 | 240 |
| Managed Assets ($) | $537,828,000 | 222 |
| Non-managed Assets ($) | $106,825,000 | 230 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,754,000 | 283 |
| 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 | $898,000 | 229 |
| Number of Managed Accounts | $683,000 | 227 |
| Number of Non-Managed Accounts | $215,000 | 142 |
| Total fiduciary and related assets | $643,756,000 | 241 |
| Managed Assets ($) | $533,119,000 | 220 |
| Non-managed Assets ($) | $110,637,000 | 216 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,102,000 | 280 |
| 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 | $901,000 | 227 |
| Number of Managed Accounts | $683,000 | 226 |
| Number of Non-Managed Accounts | $218,000 | 141 |
| Total fiduciary and related assets | $645,020,000 | 239 |
| Managed Assets ($) | $532,304,000 | 217 |
| Non-managed Assets ($) | $112,716,000 | 215 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,455,000 | 277 |
| 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 | $898,000 | 230 |
| Number of Managed Accounts | $685,000 | 224 |
| Number of Non-Managed Accounts | $213,000 | 147 |
| Total fiduciary and related assets | $623,883,000 | 237 |
| Managed Assets ($) | $530,077,000 | 213 |
| Non-managed Assets ($) | $93,806,000 | 233 |
| Memoranda | ||
| Gross Fiduciary activities income | $815,000 | 262 |
| 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 | $907,000 | 236 |
| Number of Managed Accounts | $687,000 | 228 |
| Number of Non-Managed Accounts | $220,000 | 184 |
| Total fiduciary and related assets | $622,270,000 | 236 |
| Managed Assets ($) | $526,990,000 | 207 |
| Non-managed Assets ($) | $95,280,000 | 242 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,913,000 | 265 |
| 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 | $919,000 | 219 |
| Number of Managed Accounts | $696,000 | 213 |
| Number of Non-Managed Accounts | $223,000 | 144 |
| Total fiduciary and related assets | $616,161,000 | 234 |
| Managed Assets ($) | $497,022,000 | 213 |
| Non-managed Assets ($) | $119,139,000 | 207 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,174,000 | 264 |
| 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 | $929,000 | 214 |
| Number of Managed Accounts | $701,000 | 205 |
| Number of Non-Managed Accounts | $228,000 | 144 |
| Total fiduciary and related assets | $602,503,000 | 231 |
| Managed Assets ($) | $489,131,000 | 207 |
| Non-managed Assets ($) | $113,372,000 | 210 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,530,000 | 251 |
| 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 | $930,000 | 215 |
| Number of Managed Accounts | $705,000 | 209 |
| Number of Non-Managed Accounts | $225,000 | 149 |
| Total fiduciary and related assets | $633,205,000 | 220 |
| Managed Assets ($) | $502,950,000 | 202 |
| Non-managed Assets ($) | $130,255,000 | 200 |
| Memoranda | ||
| Gross Fiduciary activities income | $788,000 | 248 |
| 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 | $933,000 | 224 |
| Number of Managed Accounts | $706,000 | 214 |
| Number of Non-Managed Accounts | $227,000 | 191 |
| Total fiduciary and related assets | $607,996,000 | 223 |
| Managed Assets ($) | $479,025,000 | 202 |
| Non-managed Assets ($) | $128,971,000 | 211 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,803,000 | 251 |
| 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 | $949,000 | 207 |
| Number of Managed Accounts | $719,000 | 202 |
| Number of Non-Managed Accounts | $230,000 | 140 |
| Total fiduciary and related assets | $604,258,000 | 222 |
| Managed Assets ($) | $472,818,000 | 202 |
| Non-managed Assets ($) | $131,440,000 | 196 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,101,000 | 249 |
| 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 | $956,000 | 206 |
| Number of Managed Accounts | $721,000 | 198 |
| Number of Non-Managed Accounts | $235,000 | 138 |
| Total fiduciary and related assets | $592,702,000 | 219 |
| Managed Assets ($) | $462,422,000 | 199 |
| Non-managed Assets ($) | $130,280,000 | 198 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,458,000 | 243 |
| 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 | $938,000 | 208 |
| Number of Managed Accounts | $711,000 | 202 |
| Number of Non-Managed Accounts | $227,000 | 139 |
| Total fiduciary and related assets | $588,212,000 | 220 |
| Managed Assets ($) | $459,520,000 | 207 |
| Non-managed Assets ($) | $128,692,000 | 189 |
| Memoranda | ||
| Gross Fiduciary activities income | $788,000 | 234 |
| 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 | $929,000 | 223 |
| Number of Managed Accounts | $702,000 | 215 |
| Number of Non-Managed Accounts | $227,000 | 185 |
| Total fiduciary and related assets | $543,602,000 | 226 |
| Managed Assets ($) | $436,236,000 | 212 |
| Non-managed Assets ($) | $107,366,000 | 218 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,724,000 | 213 |
| 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 | $939,000 | 208 |
| Number of Managed Accounts | $706,000 | 205 |
| Number of Non-Managed Accounts | $233,000 | 138 |
| Total fiduciary and related assets | $621,164,000 | 200 |
| Managed Assets ($) | $435,672,000 | 191 |
| Non-managed Assets ($) | $185,492,000 | 166 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,083,000 | 211 |
| 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 | $926,000 | 215 |
| Number of Managed Accounts | $694,000 | 207 |
| Number of Non-Managed Accounts | $232,000 | 142 |
| Total fiduciary and related assets | $642,995,000 | 203 |
| Managed Assets ($) | $452,644,000 | 198 |
| Non-managed Assets ($) | $190,351,000 | 166 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,424,000 | 212 |
| 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 | $935,000 | 213 |
| Number of Managed Accounts | $692,000 | 204 |
| Number of Non-Managed Accounts | $243,000 | 143 |
| Total fiduciary and related assets | $657,745,000 | 203 |
| Managed Assets ($) | $457,428,000 | 193 |
| Non-managed Assets ($) | $200,317,000 | 164 |
| Memoranda | ||
| Gross Fiduciary activities income | $780,000 | 204 |
| 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 | $931,000 | 233 |
| Number of Managed Accounts | $685,000 | 218 |
| Number of Non-Managed Accounts | $246,000 | 188 |
| Total fiduciary and related assets | $638,053,000 | 202 |
| Managed Assets ($) | $437,624,000 | 195 |
| Non-managed Assets ($) | $200,429,000 | 166 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,651,000 | 215 |
| 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 | $938,000 | 215 |
| Number of Managed Accounts | $700,000 | 202 |
| Number of Non-Managed Accounts | $238,000 | 147 |
| Total fiduciary and related assets | $616,942,000 | 202 |
| Managed Assets ($) | $423,988,000 | 199 |
| Non-managed Assets ($) | $192,954,000 | 165 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,038,000 | 213 |
| 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 | $945,000 | 211 |
| Number of Managed Accounts | $692,000 | 201 |
| Number of Non-Managed Accounts | $253,000 | 144 |
| Total fiduciary and related assets | $600,014,000 | 201 |
| Managed Assets ($) | $404,818,000 | 198 |
| Non-managed Assets ($) | $195,196,000 | 157 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,380,000 | 210 |
| 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 | $934,000 | 212 |
| Number of Managed Accounts | $690,000 | 202 |
| Number of Non-Managed Accounts | $244,000 | 151 |
| Total fiduciary and related assets | $598,871,000 | 209 |
| Managed Assets ($) | $417,815,000 | 201 |
| Non-managed Assets ($) | $181,056,000 | 176 |
| Memoranda | ||
| Gross Fiduciary activities income | $748,000 | 209 |
| 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 | $938,000 | 231 |
| Number of Managed Accounts | $689,000 | 221 |
| Number of Non-Managed Accounts | $249,000 | 198 |
| Total fiduciary and related assets | $583,335,000 | 211 |
| Managed Assets ($) | $398,341,000 | 211 |
| Non-managed Assets ($) | $184,994,000 | 174 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,569,000 | 211 |
| 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 | $947,000 | 216 |
| Number of Managed Accounts | $693,000 | 205 |
| Number of Non-Managed Accounts | $254,000 | 144 |
| Total fiduciary and related assets | $532,864,000 | 223 |
| Managed Assets ($) | $395,187,000 | 210 |
| Non-managed Assets ($) | $137,677,000 | 191 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,940,000 | 209 |
| 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 | $951,000 | 218 |
| Number of Managed Accounts | $689,000 | 205 |
| Number of Non-Managed Accounts | $262,000 | 146 |
| Total fiduciary and related assets | $503,637,000 | 222 |
| Managed Assets ($) | $371,846,000 | 214 |
| Non-managed Assets ($) | $131,791,000 | 190 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,263,000 | 214 |
| 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 | $935,000 | 221 |
| Number of Managed Accounts | $677,000 | 205 |
| Number of Non-Managed Accounts | $258,000 | 147 |
| Total fiduciary and related assets | $472,005,000 | 223 |
| Managed Assets ($) | $358,024,000 | 214 |
| Non-managed Assets ($) | $113,981,000 | 191 |
| Memoranda | ||
| Gross Fiduciary activities income | $695,000 | 208 |
| 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 | $933,000 | 243 |
| Number of Managed Accounts | $680,000 | 220 |
| Number of Non-Managed Accounts | $253,000 | 202 |
| Total fiduciary and related assets | $495,783,000 | 224 |
| Managed Assets ($) | $372,059,000 | 217 |
| Non-managed Assets ($) | $123,724,000 | 205 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,704,000 | 217 |
| 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 | $924,000 | 224 |
| Number of Managed Accounts | $674,000 | 206 |
| Number of Non-Managed Accounts | $250,000 | 152 |
| Total fiduciary and related assets | $531,154,000 | 229 |
| Managed Assets ($) | $394,179,000 | 216 |
| Non-managed Assets ($) | $136,975,000 | 198 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,051,000 | 224 |
| 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 | $920,000 | 231 |
| Number of Managed Accounts | $671,000 | 213 |
| Number of Non-Managed Accounts | $249,000 | 158 |
| Total fiduciary and related assets | $551,793,000 | 234 |
| Managed Assets ($) | $411,260,000 | 219 |
| Non-managed Assets ($) | $140,533,000 | 203 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,441,000 | 222 |
| 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 | $896,000 | 239 |
| Number of Managed Accounts | $649,000 | 217 |
| Number of Non-Managed Accounts | $247,000 | 160 |
| Total fiduciary and related assets | $568,005,000 | 239 |
| Managed Assets ($) | $425,721,000 | 219 |
| Non-managed Assets ($) | $142,284,000 | 203 |
| Memoranda | ||
| Gross Fiduciary activities income | $833,000 | 207 |
| 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 | $913,000 | 250 |
| Number of Managed Accounts | $655,000 | 227 |
| Number of Non-Managed Accounts | $258,000 | 206 |
| Total fiduciary and related assets | $588,905,000 | 237 |
| Managed Assets ($) | $435,923,000 | 218 |
| Non-managed Assets ($) | $152,982,000 | 207 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,627,000 | 233 |
| 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 | $953,000 | 214 |
| Number of Managed Accounts | $649,000 | 216 |
| Number of Non-Managed Accounts | $304,000 | 133 |
| Total fiduciary and related assets | $605,499,000 | 230 |
| Managed Assets ($) | $442,428,000 | 217 |
| Non-managed Assets ($) | $163,071,000 | 195 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,906,000 | 241 |
| 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 | $975,000 | 211 |
| Number of Managed Accounts | $648,000 | 220 |
| Number of Non-Managed Accounts | $327,000 | 136 |
| Total fiduciary and related assets | $617,746,000 | 236 |
| Managed Assets ($) | $442,093,000 | 225 |
| Non-managed Assets ($) | $175,653,000 | 198 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,257,000 | 249 |
| 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 | $961,000 | 207 |
| Number of Managed Accounts | $633,000 | 223 |
| Number of Non-Managed Accounts | $328,000 | 132 |
| Total fiduciary and related assets | $629,209,000 | 231 |
| Managed Assets ($) | $428,730,000 | 217 |
| Non-managed Assets ($) | $200,479,000 | 184 |
| Memoranda | ||
| Gross Fiduciary activities income | $669,000 | 240 |
| 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 | $959,000 | 226 |
| Number of Managed Accounts | $631,000 | 237 |
| Number of Non-Managed Accounts | $328,000 | 171 |
| Total fiduciary and related assets | $608,619,000 | 231 |
| Managed Assets ($) | $399,562,000 | 227 |
| Non-managed Assets ($) | $209,057,000 | 179 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,224,000 | 256 |
| 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 | $947,000 | 211 |
| Number of Managed Accounts | $618,000 | 229 |
| Number of Non-Managed Accounts | $329,000 | 138 |
| Total fiduciary and related assets | $620,163,000 | 228 |
| Managed Assets ($) | $415,649,000 | 220 |
| Non-managed Assets ($) | $204,514,000 | 182 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,635,000 | 264 |
| 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 | $924,000 | 221 |
| Number of Managed Accounts | $596,000 | 239 |
| Number of Non-Managed Accounts | $328,000 | 143 |
| Total fiduciary and related assets | $593,725,000 | 237 |
| Managed Assets ($) | $390,557,000 | 233 |
| Non-managed Assets ($) | $203,168,000 | 187 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,106,000 | 264 |
| 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 | $918,000 | 223 |
| Number of Managed Accounts | $583,000 | 242 |
| Number of Non-Managed Accounts | $335,000 | 142 |
| Total fiduciary and related assets | $559,858,000 | 246 |
| Managed Assets ($) | $348,082,000 | 247 |
| Non-managed Assets ($) | $211,776,000 | 191 |
| Memoranda | ||
| Gross Fiduciary activities income | $625,000 | 246 |
| 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 | $908,000 | 246 |
| Number of Managed Accounts | $575,000 | 259 |
| Number of Non-Managed Accounts | $333,000 | 176 |
| Total fiduciary and related assets | $551,552,000 | 245 |
| Managed Assets ($) | $348,591,000 | 242 |
| Non-managed Assets ($) | $202,961,000 | 196 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,978,000 | 274 |
| 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 | $937,000 | 213 |
| Number of Managed Accounts | $585,000 | 238 |
| Number of Non-Managed Accounts | $352,000 | 134 |
| Total fiduciary and related assets | $554,976,000 | 242 |
| Managed Assets ($) | $348,672,000 | 238 |
| Non-managed Assets ($) | $206,304,000 | 188 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,482,000 | 267 |
| 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 | $941,000 | 212 |
| Number of Managed Accounts | $585,000 | 239 |
| Number of Non-Managed Accounts | $356,000 | 137 |
| Total fiduciary and related assets | $535,996,000 | 242 |
| Managed Assets ($) | $336,739,000 | 241 |
| Non-managed Assets ($) | $199,257,000 | 190 |
| Memoranda | ||
| Gross Fiduciary activities income | $991,000 | 269 |
| 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 | $929,000 | 216 |
| Number of Managed Accounts | $574,000 | 243 |
| Number of Non-Managed Accounts | $355,000 | 140 |
| Total fiduciary and related assets | $530,082,000 | 245 |
| Managed Assets ($) | $332,675,000 | 241 |
| Non-managed Assets ($) | $197,407,000 | 190 |
| Memoranda | ||
| Gross Fiduciary activities income | $565,000 | 244 |
| 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 | $918,000 | 239 |
| Number of Managed Accounts | $561,000 | 260 |
| Number of Non-Managed Accounts | $357,000 | 175 |
| Total fiduciary and related assets | $538,548,000 | 246 |
| Managed Assets ($) | $325,733,000 | 242 |
| Non-managed Assets ($) | $212,815,000 | 196 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,905,000 | 267 |
| 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 | $897,000 | 226 |
| Number of Managed Accounts | $539,000 | 246 |
| Number of Non-Managed Accounts | $358,000 | 135 |
| Total fiduciary and related assets | $496,444,000 | 247 |
| Managed Assets ($) | $298,785,000 | 247 |
| Non-managed Assets ($) | $197,659,000 | 196 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,480,000 | 265 |
| 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 | $958,000 | 213 |
| Number of Managed Accounts | $577,000 | 235 |
| Number of Non-Managed Accounts | $381,000 | 133 |
| Total fiduciary and related assets | $487,032,000 | 250 |
| Managed Assets ($) | $289,081,000 | 252 |
| Non-managed Assets ($) | $197,951,000 | 194 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,059,000 | 256 |
| 2004-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,053,000 | 199 |
| Number of Managed Accounts | $621,000 | 224 |
| Number of Non-Managed Accounts | $432,000 | 131 |
| Total fiduciary and related assets | $502,069,000 | 248 |
| Managed Assets ($) | $289,234,000 | 253 |
| Non-managed Assets ($) | $212,835,000 | 192 |
| Memoranda | ||
| Gross Fiduciary activities income | $669,000 | 223 |
| 2003-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,070,000 | 221 |
| Number of Managed Accounts | $625,000 | 240 |
| Number of Non-Managed Accounts | $445,000 | 163 |
| Total fiduciary and related assets | $488,332,000 | 259 |
| Managed Assets ($) | $280,267,000 | 263 |
| Non-managed Assets ($) | $208,065,000 | 203 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,765,000 | 283 |
| 2003-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,060,000 | 208 |
| Number of Managed Accounts | $627,000 | 225 |
| Number of Non-Managed Accounts | $433,000 | 147 |
| Total fiduciary and related assets | $483,722,000 | 264 |
| Managed Assets ($) | $283,625,000 | 260 |
| Non-managed Assets ($) | $200,097,000 | 202 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,341,000 | 293 |
| 2003-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,039,000 | 210 |
| Number of Managed Accounts | $618,000 | 231 |
| Number of Non-Managed Accounts | $421,000 | 148 |
| Total fiduciary and related assets | $475,897,000 | 264 |
| Managed Assets ($) | $277,365,000 | 264 |
| Non-managed Assets ($) | $198,532,000 | 197 |
| Memoranda | ||
| Gross Fiduciary activities income | $953,000 | 286 |
| 2003-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,069,000 | 212 |
| Number of Managed Accounts | $669,000 | 230 |
| Number of Non-Managed Accounts | $400,000 | 159 |
| Total fiduciary and related assets | $516,345,000 | 257 |
| Managed Assets ($) | $298,030,000 | 255 |
| Non-managed Assets ($) | $218,315,000 | 195 |
| Memoranda | ||
| Gross Fiduciary activities income | $530,000 | 275 |
| 2002-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,087,000 | 230 |
| Number of Managed Accounts | $682,000 | 246 |
| Number of Non-Managed Accounts | $405,000 | 184 |
| Total fiduciary and related assets | $542,321,000 | 253 |
| Managed Assets ($) | $297,149,000 | 260 |
| Non-managed Assets ($) | $245,172,000 | 190 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,647,000 | 314 |
| 2001-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 2 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,074,000 | 214 |
| Number of Managed Accounts | $650,000 | 241 |
| Number of Non-Managed Accounts | $424,000 | 165 |
| Total fiduciary and related assets | $587,813,000 | 227 |
| Managed Assets ($) | $324,933,000 | 247 |
| Non-managed Assets ($) | $262,880,000 | 172 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,860,000 | 303 |
| 2000-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,732,000 | 308 |
| 1999-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,983,000 | 331 |
| 1998-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,932,000 | 327 |
| 1997-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,513,000 | 376 |
| 1996-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,181,000 | 464 |
| 1995-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,241,000 | 487 |
| 1994-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,155,000 | 490 |
| 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 | $1,139,000 | 512 |
| 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 | $1,015,000 | 552 |