Home > The First National Bank of Hutchinson > Fiduciary and Related Services
The First National Bank of Hutchinson, 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 | $1,490,000 | 174 |
| Number of Managed Accounts | $1,383,000 | 147 |
| Number of Non-Managed Accounts | $107,000 | 249 |
| Total fiduciary and related assets | $1,499,654,000 | 208 |
| Managed Assets ($) | $1,219,120,000 | 185 |
| Non-managed Assets ($) | $280,534,000 | 191 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,412,000 | 214 |
| 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 | $1,475,000 | 167 |
| Number of Managed Accounts | $1,371,000 | 146 |
| Number of Non-Managed Accounts | $104,000 | 193 |
| Total fiduciary and related assets | $1,378,973,000 | 210 |
| Managed Assets ($) | $1,119,772,000 | 190 |
| Non-managed Assets ($) | $259,201,000 | 182 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,344,000 | 217 |
| 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 | $1,466,000 | 171 |
| Number of Managed Accounts | $1,363,000 | 145 |
| Number of Non-Managed Accounts | $103,000 | 214 |
| Total fiduciary and related assets | $1,346,119,000 | 208 |
| Managed Assets ($) | $1,075,117,000 | 193 |
| Non-managed Assets ($) | $271,002,000 | 184 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,774,000 | 209 |
| 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 | $1,474,000 | 175 |
| Number of Managed Accounts | $1,369,000 | 150 |
| Number of Non-Managed Accounts | $105,000 | 191 |
| Total fiduciary and related assets | $1,339,783,000 | 217 |
| Managed Assets ($) | $1,079,468,000 | 197 |
| Non-managed Assets ($) | $260,315,000 | 186 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,142,000 | 197 |
| 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 | $1,474,000 | 181 |
| Number of Managed Accounts | $1,371,000 | 152 |
| Number of Non-Managed Accounts | $103,000 | 256 |
| Total fiduciary and related assets | $1,300,626,000 | 220 |
| Managed Assets ($) | $1,051,325,000 | 199 |
| Non-managed Assets ($) | $249,301,000 | 197 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,321,000 | 223 |
| 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 | $1,463,000 | 178 |
| Number of Managed Accounts | $1,358,000 | 152 |
| Number of Non-Managed Accounts | $105,000 | 195 |
| Total fiduciary and related assets | $1,233,251,000 | 220 |
| Managed Assets ($) | $997,566,000 | 196 |
| Non-managed Assets ($) | $235,685,000 | 193 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,534,000 | 249 |
| 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 | $1,463,000 | 159 |
| Number of Managed Accounts | $1,351,000 | 139 |
| Number of Non-Managed Accounts | $112,000 | 183 |
| Total fiduciary and related assets | $1,252,368,000 | 187 |
| Managed Assets ($) | $1,005,025,000 | 169 |
| Non-managed Assets ($) | $247,343,000 | 167 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,991,000 | 217 |
| 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 | $1,469,000 | 160 |
| Number of Managed Accounts | $1,356,000 | 139 |
| Number of Non-Managed Accounts | $113,000 | 172 |
| Total fiduciary and related assets | $1,371,430,000 | 186 |
| Managed Assets ($) | $1,087,442,000 | 175 |
| Non-managed Assets ($) | $283,988,000 | 158 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,564,000 | 216 |
| 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 | $1,472,000 | 165 |
| Number of Managed Accounts | $1,350,000 | 142 |
| Number of Non-Managed Accounts | $122,000 | 216 |
| Total fiduciary and related assets | $1,426,108,000 | 190 |
| Managed Assets ($) | $1,121,808,000 | 175 |
| Non-managed Assets ($) | $304,300,000 | 168 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,560,000 | 207 |
| 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 | $1,457,000 | 165 |
| Number of Managed Accounts | $1,338,000 | 142 |
| Number of Non-Managed Accounts | $119,000 | 164 |
| Total fiduciary and related assets | $1,405,957,000 | 189 |
| Managed Assets ($) | $1,101,854,000 | 174 |
| Non-managed Assets ($) | $304,103,000 | 157 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,367,000 | 218 |
| 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 | $1,478,000 | 167 |
| Number of Managed Accounts | $1,357,000 | 144 |
| Number of Non-Managed Accounts | $121,000 | 171 |
| Total fiduciary and related assets | $1,400,184,000 | 189 |
| Managed Assets ($) | $1,095,010,000 | 173 |
| Non-managed Assets ($) | $305,174,000 | 162 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,744,000 | 222 |
| 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 | $1,494,000 | 162 |
| Number of Managed Accounts | $1,373,000 | 141 |
| Number of Non-Managed Accounts | $121,000 | 171 |
| Total fiduciary and related assets | $1,363,037,000 | 189 |
| Managed Assets ($) | $1,065,155,000 | 172 |
| Non-managed Assets ($) | $297,882,000 | 158 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,422,000 | 215 |
| 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 | $1,494,000 | 166 |
| Number of Managed Accounts | $1,380,000 | 144 |
| Number of Non-Managed Accounts | $114,000 | 233 |
| Total fiduciary and related assets | $1,333,846,000 | 190 |
| Managed Assets ($) | $1,049,448,000 | 173 |
| Non-managed Assets ($) | $284,398,000 | 167 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,682,000 | 206 |
| 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 | $1,501,000 | 158 |
| Number of Managed Accounts | $1,385,000 | 140 |
| Number of Non-Managed Accounts | $116,000 | 174 |
| Total fiduciary and related assets | $1,237,754,000 | 187 |
| Managed Assets ($) | $981,490,000 | 171 |
| Non-managed Assets ($) | $256,264,000 | 162 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,754,000 | 219 |
| 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 | $1,499,000 | 163 |
| Number of Managed Accounts | $1,391,000 | 143 |
| Number of Non-Managed Accounts | $108,000 | 188 |
| Total fiduciary and related assets | $1,190,496,000 | 190 |
| Managed Assets ($) | $951,019,000 | 170 |
| Non-managed Assets ($) | $239,477,000 | 171 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,654,000 | 210 |
| 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 | $1,532,000 | 160 |
| Number of Managed Accounts | $1,393,000 | 140 |
| Number of Non-Managed Accounts | $139,000 | 166 |
| Total fiduciary and related assets | $1,075,427,000 | 188 |
| Managed Assets ($) | $849,399,000 | 173 |
| Non-managed Assets ($) | $226,028,000 | 162 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,381,000 | 205 |
| 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 | $1,474,000 | 170 |
| Number of Managed Accounts | $1,389,000 | 144 |
| Number of Non-Managed Accounts | $85,000 | 282 |
| Total fiduciary and related assets | $1,171,477,000 | 193 |
| Managed Assets ($) | $947,340,000 | 173 |
| Non-managed Assets ($) | $224,137,000 | 171 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,419,000 | 209 |
| 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 | $1,460,000 | 163 |
| Number of Managed Accounts | $1,378,000 | 142 |
| Number of Non-Managed Accounts | $82,000 | 200 |
| Total fiduciary and related assets | $1,179,545,000 | 190 |
| Managed Assets ($) | $924,094,000 | 172 |
| Non-managed Assets ($) | $255,451,000 | 158 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,812,000 | 214 |
| 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 | $1,466,000 | 164 |
| Number of Managed Accounts | $1,384,000 | 142 |
| Number of Non-Managed Accounts | $82,000 | 211 |
| Total fiduciary and related assets | $1,137,324,000 | 193 |
| Managed Assets ($) | $929,516,000 | 169 |
| Non-managed Assets ($) | $207,808,000 | 172 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,615,000 | 212 |
| 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 | $1,468,000 | 163 |
| Number of Managed Accounts | $1,384,000 | 142 |
| Number of Non-Managed Accounts | $84,000 | 208 |
| Total fiduciary and related assets | $1,128,633,000 | 192 |
| Managed Assets ($) | $935,966,000 | 168 |
| Non-managed Assets ($) | $192,667,000 | 177 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,344,000 | 212 |
| 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 | $1,471,000 | 166 |
| Number of Managed Accounts | $1,389,000 | 141 |
| Number of Non-Managed Accounts | $82,000 | 294 |
| Total fiduciary and related assets | $1,097,698,000 | 191 |
| Managed Assets ($) | $898,342,000 | 164 |
| Non-managed Assets ($) | $199,356,000 | 175 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,333,000 | 211 |
| 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 | $1,472,000 | 159 |
| Number of Managed Accounts | $1,388,000 | 138 |
| Number of Non-Managed Accounts | $84,000 | 209 |
| Total fiduciary and related assets | $1,138,988,000 | 192 |
| Managed Assets ($) | $937,618,000 | 165 |
| Non-managed Assets ($) | $201,370,000 | 180 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,771,000 | 215 |
| 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 | $1,442,000 | 164 |
| Number of Managed Accounts | $1,356,000 | 143 |
| Number of Non-Managed Accounts | $86,000 | 210 |
| Total fiduciary and related assets | $1,119,059,000 | 188 |
| Managed Assets ($) | $923,604,000 | 165 |
| Non-managed Assets ($) | $195,455,000 | 184 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,500,000 | 216 |
| 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 | $1,417,000 | 169 |
| Number of Managed Accounts | $1,335,000 | 146 |
| Number of Non-Managed Accounts | $82,000 | 214 |
| Total fiduciary and related assets | $1,101,580,000 | 193 |
| Managed Assets ($) | $908,035,000 | 164 |
| Non-managed Assets ($) | $193,545,000 | 186 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,243,000 | 218 |
| 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 | $1,441,000 | 170 |
| Number of Managed Accounts | $1,355,000 | 142 |
| Number of Non-Managed Accounts | $86,000 | 288 |
| Total fiduciary and related assets | $1,115,827,000 | 192 |
| Managed Assets ($) | $919,773,000 | 165 |
| Non-managed Assets ($) | $196,054,000 | 186 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,927,000 | 211 |
| 2017-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,445,000 | 165 |
| Number of Managed Accounts | $1,353,000 | 142 |
| Number of Non-Managed Accounts | $92,000 | 204 |
| Total fiduciary and related assets | $1,101,706,000 | 190 |
| Managed Assets ($) | $907,366,000 | 165 |
| Non-managed Assets ($) | $194,340,000 | 188 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,699,000 | 210 |
| 2017-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,462,000 | 162 |
| Number of Managed Accounts | $1,370,000 | 140 |
| Number of Non-Managed Accounts | $92,000 | 204 |
| Total fiduciary and related assets | $1,135,974,000 | 180 |
| Managed Assets ($) | $896,273,000 | 162 |
| Non-managed Assets ($) | $239,701,000 | 170 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,463,000 | 210 |
| 2017-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,470,000 | 160 |
| Number of Managed Accounts | $1,375,000 | 140 |
| Number of Non-Managed Accounts | $95,000 | 199 |
| Total fiduciary and related assets | $1,124,286,000 | 179 |
| Managed Assets ($) | $899,154,000 | 158 |
| Non-managed Assets ($) | $225,132,000 | 170 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,242,000 | 210 |
| 2016-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,482,000 | 160 |
| Number of Managed Accounts | $1,387,000 | 136 |
| Number of Non-Managed Accounts | $95,000 | 282 |
| Total fiduciary and related assets | $1,098,082,000 | 179 |
| Managed Assets ($) | $883,789,000 | 157 |
| Non-managed Assets ($) | $214,293,000 | 166 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,914,000 | 201 |
| 2016-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,476,000 | 157 |
| Number of Managed Accounts | $1,385,000 | 133 |
| Number of Non-Managed Accounts | $91,000 | 206 |
| Total fiduciary and related assets | $1,091,320,000 | 177 |
| Managed Assets ($) | $886,851,000 | 155 |
| Non-managed Assets ($) | $204,469,000 | 171 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,905,000 | 191 |
| 2016-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,478,000 | 161 |
| Number of Managed Accounts | $1,288,000 | 146 |
| Number of Non-Managed Accounts | $190,000 | 154 |
| Total fiduciary and related assets | $1,061,523,000 | 180 |
| Managed Assets ($) | $748,045,000 | 175 |
| Non-managed Assets ($) | $313,478,000 | 139 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,594,000 | 191 |
| 2016-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,496,000 | 157 |
| Number of Managed Accounts | $1,307,000 | 140 |
| Number of Non-Managed Accounts | $189,000 | 155 |
| Total fiduciary and related assets | $1,055,127,000 | 179 |
| Managed Assets ($) | $740,899,000 | 172 |
| Non-managed Assets ($) | $314,228,000 | 140 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,297,000 | 190 |
| 2015-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,548,000 | 154 |
| Number of Managed Accounts | $1,340,000 | 136 |
| Number of Non-Managed Accounts | $208,000 | 182 |
| Total fiduciary and related assets | $1,034,116,000 | 181 |
| Managed Assets ($) | $739,535,000 | 173 |
| Non-managed Assets ($) | $294,581,000 | 144 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,986,000 | 202 |
| 2015-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,545,000 | 150 |
| Number of Managed Accounts | $1,348,000 | 131 |
| Number of Non-Managed Accounts | $197,000 | 151 |
| Total fiduciary and related assets | $1,034,130,000 | 179 |
| Managed Assets ($) | $736,359,000 | 170 |
| Non-managed Assets ($) | $297,771,000 | 145 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,932,000 | 191 |
| 2015-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,563,000 | 147 |
| Number of Managed Accounts | $1,361,000 | 131 |
| Number of Non-Managed Accounts | $202,000 | 146 |
| Total fiduciary and related assets | $1,072,376,000 | 182 |
| Managed Assets ($) | $758,238,000 | 170 |
| Non-managed Assets ($) | $314,138,000 | 146 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,607,000 | 196 |
| 2015-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,561,000 | 149 |
| Number of Managed Accounts | $1,428,000 | 126 |
| Number of Non-Managed Accounts | $133,000 | 183 |
| Total fiduciary and related assets | $1,110,247,000 | 177 |
| Managed Assets ($) | $863,141,000 | 159 |
| Non-managed Assets ($) | $247,106,000 | 161 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,300,000 | 199 |
| 2014-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,535,000 | 153 |
| Number of Managed Accounts | $1,403,000 | 125 |
| Number of Non-Managed Accounts | $132,000 | 253 |
| Total fiduciary and related assets | $1,053,230,000 | 182 |
| Managed Assets ($) | $821,450,000 | 160 |
| Non-managed Assets ($) | $231,780,000 | 165 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,123,000 | 194 |
| 2014-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,484,000 | 154 |
| Number of Managed Accounts | $1,353,000 | 127 |
| Number of Non-Managed Accounts | $131,000 | 178 |
| Total fiduciary and related assets | $1,027,278,000 | 180 |
| Managed Assets ($) | $792,473,000 | 159 |
| Non-managed Assets ($) | $234,805,000 | 162 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,877,000 | 193 |
| 2014-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,479,000 | 150 |
| Number of Managed Accounts | $1,349,000 | 128 |
| Number of Non-Managed Accounts | $130,000 | 176 |
| Total fiduciary and related assets | $1,021,595,000 | 176 |
| Managed Assets ($) | $794,450,000 | 160 |
| Non-managed Assets ($) | $227,145,000 | 164 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,571,000 | 191 |
| 2014-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,470,000 | 153 |
| Number of Managed Accounts | $1,345,000 | 128 |
| Number of Non-Managed Accounts | $125,000 | 185 |
| Total fiduciary and related assets | $1,024,687,000 | 174 |
| Managed Assets ($) | $812,345,000 | 155 |
| Non-managed Assets ($) | $212,342,000 | 168 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,277,000 | 194 |
| 2013-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,477,000 | 156 |
| Number of Managed Accounts | $1,350,000 | 127 |
| Number of Non-Managed Accounts | $127,000 | 265 |
| Total fiduciary and related assets | $999,463,000 | 177 |
| Managed Assets ($) | $795,618,000 | 156 |
| Non-managed Assets ($) | $203,845,000 | 172 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,163,000 | 178 |
| 2013-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,432,000 | 151 |
| Number of Managed Accounts | $1,303,000 | 122 |
| Number of Non-Managed Accounts | $129,000 | 184 |
| Total fiduciary and related assets | $1,001,195,000 | 166 |
| Managed Assets ($) | $794,079,000 | 150 |
| Non-managed Assets ($) | $207,116,000 | 167 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,674,000 | 186 |
| 2013-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,415,000 | 151 |
| Number of Managed Accounts | $1,286,000 | 122 |
| Number of Non-Managed Accounts | $129,000 | 191 |
| Total fiduciary and related assets | $963,165,000 | 165 |
| Managed Assets ($) | $767,285,000 | 151 |
| Non-managed Assets ($) | $195,880,000 | 173 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,440,000 | 184 |
| 2013-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,463,000 | 149 |
| Number of Managed Accounts | $1,335,000 | 120 |
| Number of Non-Managed Accounts | $128,000 | 192 |
| Total fiduciary and related assets | $953,727,000 | 169 |
| Managed Assets ($) | $757,134,000 | 154 |
| Non-managed Assets ($) | $196,593,000 | 172 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,215,000 | 183 |
| 2012-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,449,000 | 159 |
| Number of Managed Accounts | $1,323,000 | 123 |
| Number of Non-Managed Accounts | $126,000 | 278 |
| Total fiduciary and related assets | $905,755,000 | 173 |
| Managed Assets ($) | $731,182,000 | 154 |
| Non-managed Assets ($) | $174,573,000 | 186 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,329,000 | 162 |
| 2012-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,442,000 | 150 |
| Number of Managed Accounts | $1,322,000 | 122 |
| Number of Non-Managed Accounts | $120,000 | 190 |
| Total fiduciary and related assets | $912,716,000 | 169 |
| Managed Assets ($) | $762,088,000 | 149 |
| Non-managed Assets ($) | $150,628,000 | 189 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,359,000 | 185 |
| 2012-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,510,000 | 141 |
| Number of Managed Accounts | $1,369,000 | 114 |
| Number of Non-Managed Accounts | $141,000 | 178 |
| Total fiduciary and related assets | $810,327,000 | 175 |
| Managed Assets ($) | $668,343,000 | 152 |
| Non-managed Assets ($) | $141,984,000 | 197 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,303,000 | 182 |
| 2012-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,177,000 | 172 |
| Number of Managed Accounts | $1,030,000 | 148 |
| Number of Non-Managed Accounts | $147,000 | 173 |
| Total fiduciary and related assets | $815,858,000 | 176 |
| Managed Assets ($) | $668,435,000 | 154 |
| Non-managed Assets ($) | $147,423,000 | 186 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,288,000 | 168 |
| 2011-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,149,000 | 181 |
| Number of Managed Accounts | $997,000 | 154 |
| Number of Non-Managed Accounts | $152,000 | 247 |
| Total fiduciary and related assets | $790,976,000 | 174 |
| Managed Assets ($) | $481,886,000 | 187 |
| Non-managed Assets ($) | $309,090,000 | 132 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,769,000 | 146 |
| 2011-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,137,000 | 176 |
| Number of Managed Accounts | $987,000 | 152 |
| Number of Non-Managed Accounts | $150,000 | 172 |
| Total fiduciary and related assets | $761,692,000 | 174 |
| Managed Assets ($) | $621,282,000 | 157 |
| Non-managed Assets ($) | $140,410,000 | 184 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,538,000 | 148 |
| 2011-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,172,000 | 171 |
| Number of Managed Accounts | $1,009,000 | 149 |
| Number of Non-Managed Accounts | $163,000 | 171 |
| Total fiduciary and related assets | $839,246,000 | 170 |
| Managed Assets ($) | $683,366,000 | 154 |
| Non-managed Assets ($) | $155,880,000 | 179 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,349,000 | 150 |
| 2011-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,142,000 | 179 |
| Number of Managed Accounts | $980,000 | 150 |
| Number of Non-Managed Accounts | $162,000 | 176 |
| Total fiduciary and related assets | $840,062,000 | 172 |
| Managed Assets ($) | $680,370,000 | 153 |
| Non-managed Assets ($) | $159,692,000 | 179 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,168,000 | 152 |
| 2010-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,380,000 | 159 |
| Number of Managed Accounts | $1,278,000 | 125 |
| Number of Non-Managed Accounts | $102,000 | 329 |
| Total fiduciary and related assets | $746,260,000 | 187 |
| Managed Assets ($) | $595,345,000 | 161 |
| Non-managed Assets ($) | $150,915,000 | 189 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,871,000 | 147 |
| 2010-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,495,000 | 139 |
| Number of Managed Accounts | $1,329,000 | 116 |
| Number of Non-Managed Accounts | $166,000 | 175 |
| Total fiduciary and related assets | $771,326,000 | 181 |
| Managed Assets ($) | $625,498,000 | 156 |
| Non-managed Assets ($) | $145,828,000 | 187 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,104,000 | 156 |
| 2010-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,494,000 | 141 |
| Number of Managed Accounts | $1,313,000 | 117 |
| Number of Non-Managed Accounts | $181,000 | 165 |
| Total fiduciary and related assets | $756,504,000 | 172 |
| Managed Assets ($) | $617,286,000 | 149 |
| Non-managed Assets ($) | $139,218,000 | 188 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,058,000 | 160 |
| 2010-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,502,000 | 142 |
| Number of Managed Accounts | $1,319,000 | 116 |
| Number of Non-Managed Accounts | $183,000 | 165 |
| Total fiduciary and related assets | $784,857,000 | 177 |
| Managed Assets ($) | $634,792,000 | 155 |
| Non-managed Assets ($) | $150,065,000 | 186 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,023,000 | 160 |
| 2009-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,512,000 | 150 |
| Number of Managed Accounts | $1,320,000 | 119 |
| Number of Non-Managed Accounts | $192,000 | 227 |
| Total fiduciary and related assets | $796,424,000 | 177 |
| Managed Assets ($) | $643,756,000 | 152 |
| Non-managed Assets ($) | $152,668,000 | 188 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,563,000 | 152 |
| 2009-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,376,000 | 151 |
| Number of Managed Accounts | $1,255,000 | 121 |
| Number of Non-Managed Accounts | $121,000 | 196 |
| Total fiduciary and related assets | $780,061,000 | 177 |
| Managed Assets ($) | $645,351,000 | 155 |
| Non-managed Assets ($) | $134,710,000 | 193 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,143,000 | 155 |
| 2009-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,403,000 | 151 |
| Number of Managed Accounts | $1,272,000 | 125 |
| Number of Non-Managed Accounts | $131,000 | 196 |
| Total fiduciary and related assets | $753,232,000 | 174 |
| Managed Assets ($) | $630,026,000 | 151 |
| Non-managed Assets ($) | $123,206,000 | 195 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,083,000 | 158 |
| 2009-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,553,000 | 133 |
| Number of Managed Accounts | $1,418,000 | 108 |
| Number of Non-Managed Accounts | $135,000 | 192 |
| Total fiduciary and related assets | $700,320,000 | 176 |
| Managed Assets ($) | $588,665,000 | 152 |
| Non-managed Assets ($) | $111,655,000 | 193 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,183,000 | 146 |
| 2008-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,582,000 | 145 |
| Number of Managed Accounts | $1,424,000 | 110 |
| Number of Non-Managed Accounts | $158,000 | 260 |
| Total fiduciary and related assets | $733,505,000 | 181 |
| Managed Assets ($) | $613,477,000 | 153 |
| Non-managed Assets ($) | $120,028,000 | 207 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,787,000 | 157 |
| 2008-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,609,000 | 131 |
| Number of Managed Accounts | $1,426,000 | 107 |
| Number of Non-Managed Accounts | $183,000 | 171 |
| Total fiduciary and related assets | $772,442,000 | 183 |
| Managed Assets ($) | $645,505,000 | 154 |
| Non-managed Assets ($) | $126,937,000 | 202 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,734,000 | 157 |
| 2008-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,602,000 | 137 |
| Number of Managed Accounts | $1,405,000 | 113 |
| Number of Non-Managed Accounts | $197,000 | 175 |
| Total fiduciary and related assets | $807,185,000 | 191 |
| Managed Assets ($) | $671,009,000 | 158 |
| Non-managed Assets ($) | $136,176,000 | 206 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,511,000 | 158 |
| 2008-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,605,000 | 137 |
| Number of Managed Accounts | $1,413,000 | 108 |
| Number of Non-Managed Accounts | $192,000 | 175 |
| Total fiduciary and related assets | $812,525,000 | 197 |
| Managed Assets ($) | $683,710,000 | 162 |
| Non-managed Assets ($) | $128,815,000 | 208 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,256,000 | 158 |
| 2007-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,593,000 | 142 |
| Number of Managed Accounts | $1,408,000 | 109 |
| Number of Non-Managed Accounts | $185,000 | 244 |
| Total fiduciary and related assets | $832,083,000 | 197 |
| Managed Assets ($) | $699,836,000 | 160 |
| Non-managed Assets ($) | $132,247,000 | 223 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,294,000 | 154 |
| 2007-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,622,000 | 133 |
| Number of Managed Accounts | $1,397,000 | 112 |
| Number of Non-Managed Accounts | $225,000 | 154 |
| Total fiduciary and related assets | $832,806,000 | 193 |
| Managed Assets ($) | $686,972,000 | 163 |
| Non-managed Assets ($) | $145,834,000 | 201 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,580,000 | 160 |
| 2007-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,652,000 | 129 |
| Number of Managed Accounts | $1,419,000 | 110 |
| Number of Non-Managed Accounts | $233,000 | 155 |
| Total fiduciary and related assets | $809,454,000 | 203 |
| Managed Assets ($) | $681,323,000 | 168 |
| Non-managed Assets ($) | $128,131,000 | 216 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,376,000 | 168 |
| 2007-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,717,000 | 124 |
| Number of Managed Accounts | $1,456,000 | 106 |
| Number of Non-Managed Accounts | $261,000 | 144 |
| Total fiduciary and related assets | $808,906,000 | 201 |
| Managed Assets ($) | $685,421,000 | 165 |
| Non-managed Assets ($) | $123,485,000 | 218 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,186,000 | 168 |
| 2006-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,758,000 | 129 |
| Number of Managed Accounts | $1,468,000 | 107 |
| Number of Non-Managed Accounts | $290,000 | 188 |
| Total fiduciary and related assets | $806,880,000 | 200 |
| Managed Assets ($) | $686,890,000 | 169 |
| Non-managed Assets ($) | $119,990,000 | 231 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,666,000 | 161 |
| 2006-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,747,000 | 128 |
| Number of Managed Accounts | $1,455,000 | 110 |
| Number of Non-Managed Accounts | $292,000 | 147 |
| Total fiduciary and related assets | $795,001,000 | 205 |
| Managed Assets ($) | $683,825,000 | 171 |
| Non-managed Assets ($) | $111,176,000 | 232 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,441,000 | 169 |
| 2006-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,755,000 | 134 |
| Number of Managed Accounts | $1,444,000 | 116 |
| Number of Non-Managed Accounts | $311,000 | 146 |
| Total fiduciary and related assets | $777,918,000 | 213 |
| Managed Assets ($) | $670,628,000 | 176 |
| Non-managed Assets ($) | $107,290,000 | 241 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,281,000 | 173 |
| 2006-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,734,000 | 133 |
| Number of Managed Accounts | $1,452,000 | 113 |
| Number of Non-Managed Accounts | $282,000 | 156 |
| Total fiduciary and related assets | $785,206,000 | 215 |
| Managed Assets ($) | $677,182,000 | 175 |
| Non-managed Assets ($) | $108,024,000 | 242 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,134,000 | 171 |
| 2005-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,738,000 | 138 |
| Number of Managed Accounts | $1,461,000 | 116 |
| Number of Non-Managed Accounts | $277,000 | 204 |
| Total fiduciary and related assets | $762,301,000 | 218 |
| Managed Assets ($) | $659,926,000 | 177 |
| Non-managed Assets ($) | $102,375,000 | 256 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,623,000 | 168 |
| 2005-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,703,000 | 128 |
| Number of Managed Accounts | $1,444,000 | 112 |
| Number of Non-Managed Accounts | $259,000 | 161 |
| Total fiduciary and related assets | $734,130,000 | 217 |
| Managed Assets ($) | $632,853,000 | 177 |
| Non-managed Assets ($) | $101,277,000 | 233 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,275,000 | 171 |
| 2005-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,677,000 | 130 |
| Number of Managed Accounts | $1,409,000 | 112 |
| Number of Non-Managed Accounts | $268,000 | 157 |
| Total fiduciary and related assets | $729,473,000 | 215 |
| Managed Assets ($) | $630,976,000 | 177 |
| Non-managed Assets ($) | $98,497,000 | 233 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,172,000 | 170 |
| 2005-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,667,000 | 137 |
| Number of Managed Accounts | $1,489,000 | 111 |
| Number of Non-Managed Accounts | $178,000 | 199 |
| Total fiduciary and related assets | $750,484,000 | 218 |
| Managed Assets ($) | $697,892,000 | 169 |
| Non-managed Assets ($) | $52,592,000 | 284 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,080,000 | 175 |
| 2004-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,689,000 | 146 |
| Number of Managed Accounts | $1,494,000 | 113 |
| Number of Non-Managed Accounts | $195,000 | 264 |
| Total fiduciary and related assets | $766,575,000 | 215 |
| Managed Assets ($) | $711,138,000 | 161 |
| Non-managed Assets ($) | $55,437,000 | 324 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,261,000 | 169 |
| 2004-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,682,000 | 132 |
| Number of Managed Accounts | $1,481,000 | 112 |
| Number of Non-Managed Accounts | $201,000 | 188 |
| Total fiduciary and related assets | $751,540,000 | 205 |
| Managed Assets ($) | $700,376,000 | 154 |
| Non-managed Assets ($) | $51,164,000 | 281 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,088,000 | 171 |
| 2004-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,665,000 | 133 |
| Number of Managed Accounts | $1,466,000 | 111 |
| Number of Non-Managed Accounts | $199,000 | 196 |
| Total fiduciary and related assets | $732,690,000 | 212 |
| Managed Assets ($) | $682,134,000 | 157 |
| Non-managed Assets ($) | $50,556,000 | 292 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,051,000 | 175 |
| 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 | $1,781,000 | 127 |
| Number of Managed Accounts | $1,581,000 | 107 |
| Number of Non-Managed Accounts | $200,000 | 192 |
| Total fiduciary and related assets | $726,658,000 | 213 |
| Managed Assets ($) | $675,476,000 | 161 |
| Non-managed Assets ($) | $51,182,000 | 290 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,026,000 | 174 |
| 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 | $1,613,000 | 147 |
| Number of Managed Accounts | $1,410,000 | 122 |
| Number of Non-Managed Accounts | $203,000 | 273 |
| Total fiduciary and related assets | $721,777,000 | 216 |
| Managed Assets ($) | $670,751,000 | 163 |
| Non-managed Assets ($) | $51,026,000 | 354 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,202,000 | 171 |
| 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 | $1,598,000 | 143 |
| Number of Managed Accounts | $1,387,000 | 126 |
| Number of Non-Managed Accounts | $211,000 | 204 |
| Total fiduciary and related assets | $736,814,000 | 213 |
| Managed Assets ($) | $688,378,000 | 164 |
| Non-managed Assets ($) | $48,436,000 | 303 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,028,000 | 183 |
| 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 | $1,603,000 | 149 |
| Number of Managed Accounts | $1,382,000 | 126 |
| Number of Non-Managed Accounts | $221,000 | 205 |
| Total fiduciary and related assets | $695,279,000 | 229 |
| Managed Assets ($) | $648,176,000 | 169 |
| Non-managed Assets ($) | $47,103,000 | 303 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,007,000 | 187 |
| 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 | $1,567,000 | 160 |
| Number of Managed Accounts | $1,359,000 | 132 |
| Number of Non-Managed Accounts | $208,000 | 220 |
| Total fiduciary and related assets | $772,190,000 | 212 |
| Managed Assets ($) | $727,796,000 | 155 |
| Non-managed Assets ($) | $44,394,000 | 307 |
| Memoranda | ||
| Gross Fiduciary activities income | $998,000 | 190 |
| 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 | $1,554,000 | 168 |
| Number of Managed Accounts | $1,345,000 | 138 |
| Number of Non-Managed Accounts | $209,000 | 289 |
| Total fiduciary and related assets | $669,406,000 | 231 |
| Managed Assets ($) | $625,499,000 | 172 |
| Non-managed Assets ($) | $43,907,000 | 372 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,916,000 | 194 |
| 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 | $1,595,000 | 149 |
| Number of Managed Accounts | $1,352,000 | 127 |
| Number of Non-Managed Accounts | $243,000 | 254 |
| Total fiduciary and related assets | $643,775,000 | 217 |
| Managed Assets ($) | $573,546,000 | 173 |
| Non-managed Assets ($) | $70,229,000 | 284 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,712,000 | 204 |
| 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 | $3,407,000 | 211 |
| 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 | $3,322,000 | 246 |
| 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 | $2,890,000 | 259 |
| 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 | $2,729,000 | 278 |
| 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 | $2,289,000 | 336 |
| 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 | $1,988,000 | 373 |
| 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 | $1,932,000 | 377 |
| 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 | $1,897,000 | 394 |
| 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 | $1,868,000 | 399 |