Home > Amboy Bank > Fiduciary and Related Services
Amboy Bank, Fiduciary and Related Services
| 2023-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 4 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $337,000 | 439 |
| Number of Managed Accounts | $0 | 982 |
| Number of Non-Managed Accounts | $337,000 | 115 |
| Total fiduciary and related assets | $1,031,668,000 | 246 |
| Managed Assets ($) | $0 | 982 |
| Non-managed Assets ($) | $1,031,668,000 | 123 |
| Memoranda | ||
| Gross Fiduciary activities income | $588,000 | 576 |
| 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 | $350,000 | 327 |
| Number of Managed Accounts | $0 | 366 |
| Number of Non-Managed Accounts | $350,000 | 101 |
| Total fiduciary and related assets | $1,052,199,000 | 236 |
| Managed Assets ($) | $0 | 366 |
| Non-managed Assets ($) | $1,052,199,000 | 121 |
| Memoranda | ||
| Gross Fiduciary activities income | $443,000 | 574 |
| 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 | $322,000 | 394 |
| Number of Managed Accounts | $0 | 438 |
| Number of Non-Managed Accounts | $322,000 | 113 |
| Total fiduciary and related assets | $393,162,000 | 367 |
| Managed Assets ($) | $0 | 438 |
| Non-managed Assets ($) | $393,162,000 | 159 |
| Memoranda | ||
| Gross Fiduciary activities income | $177,000 | 622 |
| 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 | $325,000 | 340 |
| Number of Managed Accounts | $0 | 375 |
| Number of Non-Managed Accounts | $325,000 | 111 |
| Total fiduciary and related assets | $354,766,000 | 343 |
| Managed Assets ($) | $0 | 375 |
| Non-managed Assets ($) | $354,766,000 | 167 |
| Memoranda | ||
| Gross Fiduciary activities income | $88,000 | 646 |
| 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 | $323,000 | 454 |
| Number of Managed Accounts | $0 | 1,021 |
| Number of Non-Managed Accounts | $323,000 | 123 |
| Total fiduciary and related assets | $363,270,000 | 392 |
| Managed Assets ($) | $0 | 1,021 |
| Non-managed Assets ($) | $363,270,000 | 166 |
| Memoranda | ||
| Gross Fiduciary activities income | $529,000 | 608 |
| 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 | $323,000 | 352 |
| Number of Managed Accounts | $0 | 389 |
| Number of Non-Managed Accounts | $323,000 | 113 |
| Total fiduciary and related assets | $366,714,000 | 346 |
| Managed Assets ($) | $0 | 389 |
| Non-managed Assets ($) | $366,714,000 | 163 |
| Memoranda | ||
| Gross Fiduciary activities income | $401,000 | 604 |
| 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 | $320,000 | 365 |
| Number of Managed Accounts | $0 | 422 |
| Number of Non-Managed Accounts | $320,000 | 103 |
| Total fiduciary and related assets | $394,073,000 | 326 |
| Managed Assets ($) | $0 | 422 |
| Non-managed Assets ($) | $394,073,000 | 134 |
| Memoranda | ||
| Gross Fiduciary activities income | $270,000 | 569 |
| 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 | $318,000 | 317 |
| Number of Managed Accounts | $0 | 350 |
| Number of Non-Managed Accounts | $318,000 | 102 |
| Total fiduciary and related assets | $388,677,000 | 303 |
| Managed Assets ($) | $0 | 350 |
| Non-managed Assets ($) | $388,677,000 | 136 |
| Memoranda | ||
| Gross Fiduciary activities income | $164,000 | 550 |
| 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 | $319,000 | 420 |
| Number of Managed Accounts | $0 | 1,005 |
| Number of Non-Managed Accounts | $319,000 | 111 |
| Total fiduciary and related assets | $423,395,000 | 335 |
| Managed Assets ($) | $0 | 1,004 |
| Non-managed Assets ($) | $423,395,000 | 141 |
| Memoranda | ||
| Gross Fiduciary activities income | $447,000 | 587 |
| 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 | $311,000 | 316 |
| Number of Managed Accounts | $0 | 335 |
| Number of Non-Managed Accounts | $311,000 | 102 |
| Total fiduciary and related assets | $363,631,000 | 308 |
| Managed Assets ($) | $0 | 335 |
| Non-managed Assets ($) | $363,631,000 | 142 |
| Memoranda | ||
| Gross Fiduciary activities income | $324,000 | 589 |
| 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 | $312,000 | 362 |
| Number of Managed Accounts | $0 | 401 |
| Number of Non-Managed Accounts | $312,000 | 104 |
| Total fiduciary and related assets | $332,846,000 | 363 |
| Managed Assets ($) | $0 | 401 |
| Non-managed Assets ($) | $332,846,000 | 155 |
| Memoranda | ||
| Gross Fiduciary activities income | $231,000 | 584 |
| 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 | $310,000 | 320 |
| Number of Managed Accounts | $0 | 337 |
| Number of Non-Managed Accounts | $310,000 | 102 |
| Total fiduciary and related assets | $325,360,000 | 315 |
| Managed Assets ($) | $0 | 337 |
| Non-managed Assets ($) | $325,360,000 | 150 |
| Memoranda | ||
| Gross Fiduciary activities income | $141,000 | 562 |
| 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 | $309,000 | 426 |
| Number of Managed Accounts | $0 | 1,038 |
| Number of Non-Managed Accounts | $309,000 | 119 |
| Total fiduciary and related assets | $353,596,000 | 347 |
| Managed Assets ($) | $0 | 1,038 |
| Non-managed Assets ($) | $353,596,000 | 144 |
| Memoranda | ||
| Gross Fiduciary activities income | $439,000 | 588 |
| 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 | $320,000 | 315 |
| Number of Managed Accounts | $0 | 338 |
| Number of Non-Managed Accounts | $320,000 | 104 |
| Total fiduciary and related assets | $313,118,000 | 310 |
| Managed Assets ($) | $0 | 338 |
| Non-managed Assets ($) | $313,118,000 | 146 |
| Memoranda | ||
| Gross Fiduciary activities income | $341,000 | 580 |
| 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 | $325,000 | 354 |
| Number of Managed Accounts | $0 | 397 |
| Number of Non-Managed Accounts | $325,000 | 108 |
| Total fiduciary and related assets | $470,943,000 | 293 |
| Managed Assets ($) | $0 | 397 |
| Non-managed Assets ($) | $470,943,000 | 131 |
| Memoranda | ||
| Gross Fiduciary activities income | $244,000 | 579 |
| 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 | $329,000 | 318 |
| Number of Managed Accounts | $0 | 342 |
| Number of Non-Managed Accounts | $329,000 | 104 |
| Total fiduciary and related assets | $465,244,000 | 265 |
| Managed Assets ($) | $0 | 342 |
| Non-managed Assets ($) | $465,244,000 | 128 |
| Memoranda | ||
| Gross Fiduciary activities income | $77,000 | 631 |
| 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 | $325,000 | 433 |
| Number of Managed Accounts | $0 | 1,068 |
| Number of Non-Managed Accounts | $325,000 | 120 |
| Total fiduciary and related assets | $466,551,000 | 297 |
| Managed Assets ($) | $0 | 1,068 |
| Non-managed Assets ($) | $466,551,000 | 131 |
| Memoranda | ||
| Gross Fiduciary activities income | $419,000 | 596 |
| 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 | $329,000 | 321 |
| Number of Managed Accounts | $0 | 349 |
| Number of Non-Managed Accounts | $329,000 | 104 |
| Total fiduciary and related assets | $492,916,000 | 270 |
| Managed Assets ($) | $0 | 349 |
| Non-managed Assets ($) | $492,916,000 | 126 |
| Memoranda | ||
| Gross Fiduciary activities income | $323,000 | 588 |
| 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 | $333,000 | 349 |
| Number of Managed Accounts | $0 | 387 |
| Number of Non-Managed Accounts | $333,000 | 105 |
| Total fiduciary and related assets | $510,844,000 | 279 |
| Managed Assets ($) | $0 | 387 |
| Non-managed Assets ($) | $510,844,000 | 123 |
| Memoranda | ||
| Gross Fiduciary activities income | $190,000 | 613 |
| 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 | $333,000 | 352 |
| Number of Managed Accounts | $0 | 393 |
| Number of Non-Managed Accounts | $333,000 | 104 |
| Total fiduciary and related assets | $513,133,000 | 279 |
| Managed Assets ($) | $0 | 393 |
| Non-managed Assets ($) | $513,133,000 | 122 |
| Memoranda | ||
| Gross Fiduciary activities income | $107,000 | 607 |
| 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 | $341,000 | 425 |
| Number of Managed Accounts | $0 | 1,111 |
| Number of Non-Managed Accounts | $341,000 | 121 |
| Total fiduciary and related assets | $518,525,000 | 272 |
| Managed Assets ($) | $0 | 1,111 |
| Non-managed Assets ($) | $518,525,000 | 121 |
| Memoranda | ||
| Gross Fiduciary activities income | $417,000 | 617 |
| 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 | $347,000 | 346 |
| Number of Managed Accounts | $0 | 396 |
| Number of Non-Managed Accounts | $347,000 | 102 |
| Total fiduciary and related assets | $541,313,000 | 274 |
| Managed Assets ($) | $0 | 396 |
| Non-managed Assets ($) | $541,313,000 | 122 |
| Memoranda | ||
| Gross Fiduciary activities income | $333,000 | 608 |
| 2018-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $345,000 | 349 |
| Number of Managed Accounts | $0 | 398 |
| Number of Non-Managed Accounts | $345,000 | 102 |
| Total fiduciary and related assets | $568,826,000 | 265 |
| Managed Assets ($) | $0 | 398 |
| Non-managed Assets ($) | $568,826,000 | 120 |
| Memoranda | ||
| Gross Fiduciary activities income | $258,000 | 590 |
| 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 | $343,000 | 351 |
| Number of Managed Accounts | $0 | 399 |
| Number of Non-Managed Accounts | $343,000 | 104 |
| Total fiduciary and related assets | $572,092,000 | 261 |
| Managed Assets ($) | $0 | 398 |
| Non-managed Assets ($) | $572,092,000 | 117 |
| Memoranda | ||
| Gross Fiduciary activities income | $75,000 | 665 |
| 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 | $348,000 | 421 |
| Number of Managed Accounts | $1,000 | 1,089 |
| Number of Non-Managed Accounts | $347,000 | 117 |
| Total fiduciary and related assets | $583,999,000 | 258 |
| Managed Assets ($) | $5,000 | 1,133 |
| Non-managed Assets ($) | $583,994,000 | 118 |
| Memoranda | ||
| Gross Fiduciary activities income | $417,000 | 622 |
| 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 | $341,000 | 349 |
| Number of Managed Accounts | $1,000 | 388 |
| Number of Non-Managed Accounts | $340,000 | 105 |
| Total fiduciary and related assets | $565,356,000 | 262 |
| Managed Assets ($) | $5,000 | 389 |
| Non-managed Assets ($) | $565,351,000 | 116 |
| Memoranda | ||
| Gross Fiduciary activities income | $338,000 | 615 |
| 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 | $329,000 | 349 |
| Number of Managed Accounts | $1,000 | 390 |
| Number of Non-Managed Accounts | $328,000 | 105 |
| Total fiduciary and related assets | $465,991,000 | 288 |
| Managed Assets ($) | $5,000 | 391 |
| Non-managed Assets ($) | $465,986,000 | 128 |
| Memoranda | ||
| Gross Fiduciary activities income | $224,000 | 620 |
| 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 | $334,000 | 350 |
| Number of Managed Accounts | $1,000 | 393 |
| Number of Non-Managed Accounts | $333,000 | 106 |
| Total fiduciary and related assets | $464,737,000 | 289 |
| Managed Assets ($) | $5,000 | 394 |
| Non-managed Assets ($) | $464,732,000 | 127 |
| Memoranda | ||
| Gross Fiduciary activities income | $72,000 | 681 |
| 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 | $335,000 | 426 |
| Number of Managed Accounts | $1,000 | 1,137 |
| Number of Non-Managed Accounts | $334,000 | 121 |
| Total fiduciary and related assets | $450,785,000 | 286 |
| Managed Assets ($) | $15,000 | 1,168 |
| Non-managed Assets ($) | $450,770,000 | 127 |
| Memoranda | ||
| Gross Fiduciary activities income | $397,000 | 636 |
| 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 | $341,000 | 353 |
| Number of Managed Accounts | $1,000 | 399 |
| Number of Non-Managed Accounts | $340,000 | 106 |
| Total fiduciary and related assets | $453,332,000 | 282 |
| Managed Assets ($) | $15,000 | 400 |
| Non-managed Assets ($) | $453,317,000 | 126 |
| Memoranda | ||
| Gross Fiduciary activities income | $330,000 | 618 |
| 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 | $338,000 | 355 |
| Number of Managed Accounts | $1,000 | 403 |
| Number of Non-Managed Accounts | $337,000 | 108 |
| Total fiduciary and related assets | $450,203,000 | 288 |
| Managed Assets ($) | $14,000 | 405 |
| Non-managed Assets ($) | $450,189,000 | 126 |
| Memoranda | ||
| Gross Fiduciary activities income | $212,000 | 633 |
| 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 | $331,000 | 358 |
| Number of Managed Accounts | $1,000 | 403 |
| Number of Non-Managed Accounts | $330,000 | 110 |
| Total fiduciary and related assets | $262,462,000 | 368 |
| Managed Assets ($) | $14,000 | 406 |
| Non-managed Assets ($) | $262,448,000 | 151 |
| Memoranda | ||
| Gross Fiduciary activities income | $75,000 | 684 |
| 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 | $321,000 | 448 |
| Number of Managed Accounts | $1,000 | 1,160 |
| Number of Non-Managed Accounts | $320,000 | 124 |
| Total fiduciary and related assets | $223,627,000 | 410 |
| Managed Assets ($) | $24,000 | 1,196 |
| Non-managed Assets ($) | $223,603,000 | 159 |
| Memoranda | ||
| Gross Fiduciary activities income | $346,000 | 663 |
| 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 | $323,000 | 360 |
| Number of Managed Accounts | $1,000 | 398 |
| Number of Non-Managed Accounts | $322,000 | 110 |
| Total fiduciary and related assets | $256,322,000 | 373 |
| Managed Assets ($) | $23,000 | 400 |
| Non-managed Assets ($) | $256,299,000 | 153 |
| Memoranda | ||
| Gross Fiduciary activities income | $270,000 | 660 |
| 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 | $324,000 | 361 |
| Number of Managed Accounts | $1,000 | 402 |
| Number of Non-Managed Accounts | $323,000 | 110 |
| Total fiduciary and related assets | $258,737,000 | 380 |
| Managed Assets ($) | $24,000 | 404 |
| Non-managed Assets ($) | $258,713,000 | 156 |
| Memoranda | ||
| Gross Fiduciary activities income | $183,000 | 670 |
| 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 | $323,000 | 363 |
| Number of Managed Accounts | $1,000 | 400 |
| Number of Non-Managed Accounts | $322,000 | 119 |
| Total fiduciary and related assets | $250,842,000 | 387 |
| Managed Assets ($) | $24,000 | 402 |
| Non-managed Assets ($) | $250,818,000 | 160 |
| Memoranda | ||
| Gross Fiduciary activities income | $65,000 | 730 |
| 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 | $315,000 | 465 |
| Number of Managed Accounts | $1,000 | 1,207 |
| Number of Non-Managed Accounts | $314,000 | 138 |
| Total fiduciary and related assets | $277,704,000 | 378 |
| Managed Assets ($) | $34,000 | 1,239 |
| Non-managed Assets ($) | $277,670,000 | 151 |
| Memoranda | ||
| Gross Fiduciary activities income | $345,000 | 681 |
| 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 | $316,000 | 368 |
| Number of Managed Accounts | $1,000 | 399 |
| Number of Non-Managed Accounts | $315,000 | 119 |
| Total fiduciary and related assets | $276,907,000 | 370 |
| Managed Assets ($) | $33,000 | 401 |
| Non-managed Assets ($) | $276,874,000 | 151 |
| Memoranda | ||
| Gross Fiduciary activities income | $267,000 | 672 |
| 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 | $322,000 | 367 |
| Number of Managed Accounts | $1,000 | 400 |
| Number of Non-Managed Accounts | $321,000 | 117 |
| Total fiduciary and related assets | $311,508,000 | 352 |
| Managed Assets ($) | $33,000 | 403 |
| Non-managed Assets ($) | $311,475,000 | 142 |
| Memoranda | ||
| Gross Fiduciary activities income | $212,000 | 642 |
| 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 | $333,000 | 367 |
| Number of Managed Accounts | $1,000 | 408 |
| Number of Non-Managed Accounts | $332,000 | 119 |
| Total fiduciary and related assets | $312,342,000 | 348 |
| Managed Assets ($) | $32,000 | 410 |
| Non-managed Assets ($) | $312,310,000 | 140 |
| Memoranda | ||
| Gross Fiduciary activities income | $57,000 | 757 |
| 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 | $335,000 | 456 |
| Number of Managed Accounts | $1,000 | 1,244 |
| Number of Non-Managed Accounts | $334,000 | 135 |
| Total fiduciary and related assets | $250,376,000 | 388 |
| Managed Assets ($) | $42,000 | 1,274 |
| Non-managed Assets ($) | $250,334,000 | 156 |
| Memoranda | ||
| Gross Fiduciary activities income | $313,000 | 697 |
| 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 | $339,000 | 348 |
| Number of Managed Accounts | $1,000 | 388 |
| Number of Non-Managed Accounts | $338,000 | 113 |
| Total fiduciary and related assets | $228,560,000 | 367 |
| Managed Assets ($) | $40,000 | 391 |
| Non-managed Assets ($) | $228,520,000 | 159 |
| Memoranda | ||
| Gross Fiduciary activities income | $241,000 | 687 |
| 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 | $337,000 | 348 |
| Number of Managed Accounts | $1,000 | 392 |
| Number of Non-Managed Accounts | $336,000 | 114 |
| Total fiduciary and related assets | $279,653,000 | 351 |
| Managed Assets ($) | $39,000 | 394 |
| Non-managed Assets ($) | $279,614,000 | 142 |
| Memoranda | ||
| Gross Fiduciary activities income | $191,000 | 662 |
| 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 | $336,000 | 351 |
| Number of Managed Accounts | $1,000 | 395 |
| Number of Non-Managed Accounts | $335,000 | 119 |
| Total fiduciary and related assets | $274,066,000 | 355 |
| Managed Assets ($) | $38,000 | 398 |
| Non-managed Assets ($) | $274,028,000 | 143 |
| Memoranda | ||
| Gross Fiduciary activities income | $42,000 | 810 |
| 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 | $338,000 | 452 |
| Number of Managed Accounts | $1,000 | 1,271 |
| Number of Non-Managed Accounts | $337,000 | 148 |
| Total fiduciary and related assets | $320,264,000 | 323 |
| Managed Assets ($) | $46,000 | 1,302 |
| Non-managed Assets ($) | $320,218,000 | 132 |
| Memoranda | ||
| Gross Fiduciary activities income | $314,000 | 692 |
| 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 | $336,000 | 338 |
| Number of Managed Accounts | $1,000 | 374 |
| Number of Non-Managed Accounts | $335,000 | 118 |
| Total fiduciary and related assets | $335,637,000 | 307 |
| Managed Assets ($) | $47,000 | 377 |
| Non-managed Assets ($) | $335,590,000 | 128 |
| Memoranda | ||
| Gross Fiduciary activities income | $233,000 | 694 |
| 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 | $329,000 | 339 |
| Number of Managed Accounts | $1,000 | 376 |
| Number of Non-Managed Accounts | $328,000 | 119 |
| Total fiduciary and related assets | $370,773,000 | 287 |
| Managed Assets ($) | $44,000 | 377 |
| Non-managed Assets ($) | $370,729,000 | 125 |
| Memoranda | ||
| Gross Fiduciary activities income | $170,000 | 681 |
| 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 | $336,000 | 336 |
| Number of Managed Accounts | $1,000 | 376 |
| Number of Non-Managed Accounts | $335,000 | 118 |
| Total fiduciary and related assets | $319,593,000 | 311 |
| Managed Assets ($) | $46,000 | 376 |
| Non-managed Assets ($) | $319,547,000 | 128 |
| Memoranda | ||
| Gross Fiduciary activities income | $130,000 | 601 |
| 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 | $332,000 | 452 |
| Number of Managed Accounts | $1,000 | 1,316 |
| Number of Non-Managed Accounts | $331,000 | 148 |
| Total fiduciary and related assets | $313,411,000 | 309 |
| Managed Assets ($) | $51,000 | 1,345 |
| Non-managed Assets ($) | $313,360,000 | 130 |
| Memoranda | ||
| Gross Fiduciary activities income | $305,000 | 658 |
| 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 | $330,000 | 338 |
| Number of Managed Accounts | $1,000 | 392 |
| Number of Non-Managed Accounts | $329,000 | 117 |
| Total fiduciary and related assets | $320,001,000 | 295 |
| Managed Assets ($) | $46,000 | 394 |
| Non-managed Assets ($) | $319,955,000 | 125 |
| Memoranda | ||
| Gross Fiduciary activities income | $224,000 | 653 |
| 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 | $324,000 | 343 |
| Number of Managed Accounts | $1,000 | 398 |
| Number of Non-Managed Accounts | $323,000 | 120 |
| Total fiduciary and related assets | $321,150,000 | 307 |
| Managed Assets ($) | $53,000 | 400 |
| Non-managed Assets ($) | $321,097,000 | 125 |
| Memoranda | ||
| Gross Fiduciary activities income | $163,000 | 643 |
| 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 | $329,000 | 348 |
| Number of Managed Accounts | $1,000 | 403 |
| Number of Non-Managed Accounts | $328,000 | 121 |
| Total fiduciary and related assets | $417,935,000 | 267 |
| Managed Assets ($) | $60,000 | 407 |
| Non-managed Assets ($) | $417,875,000 | 116 |
| Memoranda | ||
| Gross Fiduciary activities income | $32,000 | 825 |
| 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 | $329,000 | 478 |
| Number of Managed Accounts | $1,000 | 1,375 |
| Number of Non-Managed Accounts | $328,000 | 154 |
| Total fiduciary and related assets | $417,935,000 | 263 |
| Managed Assets ($) | $60,000 | 1,401 |
| Non-managed Assets ($) | $417,875,000 | 116 |
| Memoranda | ||
| Gross Fiduciary activities income | $322,000 | 656 |
| 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 | $327,000 | 335 |
| Number of Managed Accounts | $1,000 | 390 |
| Number of Non-Managed Accounts | $326,000 | 125 |
| Total fiduciary and related assets | $296,225,000 | 309 |
| Managed Assets ($) | $55,000 | 390 |
| Non-managed Assets ($) | $296,170,000 | 136 |
| Memoranda | ||
| Gross Fiduciary activities income | $263,000 | 628 |
| 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 | $326,000 | 335 |
| Number of Managed Accounts | $1,000 | 390 |
| Number of Non-Managed Accounts | $325,000 | 125 |
| Total fiduciary and related assets | $277,089,000 | 314 |
| Managed Assets ($) | $50,000 | 391 |
| Non-managed Assets ($) | $277,039,000 | 136 |
| Memoranda | ||
| Gross Fiduciary activities income | $173,000 | 635 |
| 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 | $322,000 | 342 |
| Number of Managed Accounts | $1,000 | 394 |
| Number of Non-Managed Accounts | $321,000 | 126 |
| Total fiduciary and related assets | $289,790,000 | 317 |
| Managed Assets ($) | $56,000 | 394 |
| Non-managed Assets ($) | $289,734,000 | 137 |
| Memoranda | ||
| Gross Fiduciary activities income | $43,000 | 797 |
| 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 | $325,000 | 487 |
| Number of Managed Accounts | $1,000 | 1,419 |
| Number of Non-Managed Accounts | $324,000 | 165 |
| Total fiduciary and related assets | $284,506,000 | 318 |
| Managed Assets ($) | $63,000 | 1,445 |
| Non-managed Assets ($) | $284,443,000 | 136 |
| Memoranda | ||
| Gross Fiduciary activities income | $295,000 | 672 |
| 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 | $0 | 409 |
| Number of Managed Accounts | $0 | 386 |
| Number of Non-Managed Accounts | $0 | 386 |
| Total fiduciary and related assets | $0 | 408 |
| Managed Assets ($) | $0 | 386 |
| Non-managed Assets ($) | $0 | 385 |
| Memoranda | ||
| Gross Fiduciary activities income | $232,000 | 660 |
| 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 | $312,000 | 341 |
| Number of Managed Accounts | $1,000 | 390 |
| Number of Non-Managed Accounts | $311,000 | 131 |
| Total fiduciary and related assets | $230,777,000 | 326 |
| Managed Assets ($) | $54,000 | 391 |
| Non-managed Assets ($) | $230,723,000 | 144 |
| Memoranda | ||
| Gross Fiduciary activities income | $152,000 | 669 |
| 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 | $318,000 | 337 |
| Number of Managed Accounts | $1,000 | 391 |
| Number of Non-Managed Accounts | $317,000 | 131 |
| Total fiduciary and related assets | $243,255,000 | 322 |
| Managed Assets ($) | $50,000 | 393 |
| Non-managed Assets ($) | $243,205,000 | 133 |
| Memoranda | ||
| Gross Fiduciary activities income | $37,000 | 828 |
| 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 | $320,000 | 500 |
| Number of Managed Accounts | $1,000 | 1,456 |
| Number of Non-Managed Accounts | $319,000 | 174 |
| Total fiduciary and related assets | $244,020,000 | 339 |
| Managed Assets ($) | $65,000 | 1,483 |
| Non-managed Assets ($) | $243,955,000 | 143 |
| Memoranda | ||
| Gross Fiduciary activities income | $304,000 | 686 |
| 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 | $313,000 | 360 |
| Number of Managed Accounts | $1,000 | 415 |
| Number of Non-Managed Accounts | $312,000 | 137 |
| Total fiduciary and related assets | $259,638,000 | 331 |
| Managed Assets ($) | $76,000 | 418 |
| Non-managed Assets ($) | $259,562,000 | 145 |
| Memoranda | ||
| Gross Fiduciary activities income | $239,000 | 677 |
| 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 | $312,000 | 368 |
| Number of Managed Accounts | $1,000 | 421 |
| Number of Non-Managed Accounts | $311,000 | 141 |
| Total fiduciary and related assets | $308,486,000 | 316 |
| Managed Assets ($) | $81,000 | 423 |
| Non-managed Assets ($) | $308,405,000 | 140 |
| Memoranda | ||
| Gross Fiduciary activities income | $181,000 | 650 |
| 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 | $295,000 | 371 |
| Number of Managed Accounts | $1,000 | 430 |
| Number of Non-Managed Accounts | $294,000 | 143 |
| Total fiduciary and related assets | $271,039,000 | 347 |
| Managed Assets ($) | $86,000 | 432 |
| Non-managed Assets ($) | $270,953,000 | 152 |
| Memoranda | ||
| Gross Fiduciary activities income | $39,000 | 851 |
| 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 | $291,000 | 526 |
| Number of Managed Accounts | $1,000 | 1,519 |
| Number of Non-Managed Accounts | $290,000 | 193 |
| Total fiduciary and related assets | $279,841,000 | 347 |
| Managed Assets ($) | $102,000 | 1,528 |
| Non-managed Assets ($) | $279,739,000 | 154 |
| Memoranda | ||
| Gross Fiduciary activities income | $298,000 | 708 |
| 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 | $278,000 | 357 |
| Number of Managed Accounts | $1,000 | 418 |
| Number of Non-Managed Accounts | $277,000 | 143 |
| Total fiduciary and related assets | $283,007,000 | 337 |
| Managed Assets ($) | $104,000 | 419 |
| Non-managed Assets ($) | $282,903,000 | 150 |
| Memoranda | ||
| Gross Fiduciary activities income | $216,000 | 713 |
| 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 | $272,000 | 365 |
| Number of Managed Accounts | $1,000 | 425 |
| Number of Non-Managed Accounts | $271,000 | 146 |
| Total fiduciary and related assets | $286,223,000 | 343 |
| Managed Assets ($) | $102,000 | 426 |
| Non-managed Assets ($) | $286,121,000 | 158 |
| Memoranda | ||
| Gross Fiduciary activities income | $160,000 | 696 |
| 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 | $267,000 | 368 |
| Number of Managed Accounts | $1,000 | 425 |
| Number of Non-Managed Accounts | $266,000 | 143 |
| Total fiduciary and related assets | $278,792,000 | 346 |
| Managed Assets ($) | $103,000 | 425 |
| Non-managed Assets ($) | $278,689,000 | 156 |
| Memoranda | ||
| Gross Fiduciary activities income | $72,000 | 730 |
| 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 | $267,000 | 558 |
| Number of Managed Accounts | $1,000 | 1,557 |
| Number of Non-Managed Accounts | $266,000 | 198 |
| Total fiduciary and related assets | $282,978,000 | 346 |
| Managed Assets ($) | $108,000 | 1,567 |
| Non-managed Assets ($) | $282,870,000 | 151 |
| Memoranda | ||
| Gross Fiduciary activities income | $287,000 | 727 |
| 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 | $273,000 | 359 |
| Number of Managed Accounts | $1,000 | 406 |
| Number of Non-Managed Accounts | $272,000 | 152 |
| Total fiduciary and related assets | $276,920,000 | 344 |
| Managed Assets ($) | $104,000 | 408 |
| Non-managed Assets ($) | $276,816,000 | 156 |
| Memoranda | ||
| Gross Fiduciary activities income | $240,000 | 689 |
| 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 | $269,000 | 365 |
| Number of Managed Accounts | $1,000 | 410 |
| Number of Non-Managed Accounts | $268,000 | 160 |
| Total fiduciary and related assets | $279,251,000 | 346 |
| Managed Assets ($) | $105,000 | 412 |
| Non-managed Assets ($) | $279,146,000 | 164 |
| Memoranda | ||
| Gross Fiduciary activities income | $168,000 | 679 |
| 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 | $272,000 | 370 |
| Number of Managed Accounts | $1,000 | 430 |
| Number of Non-Managed Accounts | $271,000 | 162 |
| Total fiduciary and related assets | $255,849,000 | 358 |
| Managed Assets ($) | $106,000 | 432 |
| Non-managed Assets ($) | $255,743,000 | 176 |
| Memoranda | ||
| Gross Fiduciary activities income | $34,000 | 897 |
| 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 | $296,000 | 530 |
| Number of Managed Accounts | $1,000 | 1,605 |
| Number of Non-Managed Accounts | $295,000 | 188 |
| Total fiduciary and related assets | $259,777,000 | 361 |
| Managed Assets ($) | $110,000 | 1,618 |
| Non-managed Assets ($) | $259,667,000 | 176 |
| Memoranda | ||
| Gross Fiduciary activities income | $247,000 | 761 |
| 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 | $293,000 | 356 |
| Number of Managed Accounts | $1,000 | 418 |
| Number of Non-Managed Accounts | $292,000 | 147 |
| Total fiduciary and related assets | $262,137,000 | 346 |
| Managed Assets ($) | $113,000 | 421 |
| Non-managed Assets ($) | $262,024,000 | 168 |
| Memoranda | ||
| Gross Fiduciary activities income | $168,000 | 764 |
| 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 | $246,000 | 377 |
| Number of Managed Accounts | $1,000 | 430 |
| Number of Non-Managed Accounts | $245,000 | 162 |
| Total fiduciary and related assets | $245,185,000 | 356 |
| Managed Assets ($) | $113,000 | 433 |
| Non-managed Assets ($) | $245,072,000 | 174 |
| Memoranda | ||
| Gross Fiduciary activities income | $120,000 | 751 |
| 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 | $244,000 | 382 |
| Number of Managed Accounts | $1,000 | 434 |
| Number of Non-Managed Accounts | $243,000 | 166 |
| Total fiduciary and related assets | $259,152,000 | 347 |
| Managed Assets ($) | $113,000 | 435 |
| Non-managed Assets ($) | $259,039,000 | 172 |
| Memoranda | ||
| Gross Fiduciary activities income | $41,000 | 844 |
| 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 | $245,000 | 606 |
| Number of Managed Accounts | $1,000 | 1,621 |
| Number of Non-Managed Accounts | $244,000 | 225 |
| Total fiduciary and related assets | $297,685,000 | 336 |
| Managed Assets ($) | $99,000 | 1,640 |
| Non-managed Assets ($) | $297,586,000 | 166 |
| Memoranda | ||
| Gross Fiduciary activities income | $245,000 | 741 |
| 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 | $236,000 | 370 |
| Number of Managed Accounts | $1,000 | 420 |
| Number of Non-Managed Accounts | $235,000 | 172 |
| Total fiduciary and related assets | $267,170,000 | 346 |
| Managed Assets ($) | $109,000 | 422 |
| Non-managed Assets ($) | $267,061,000 | 171 |
| Memoranda | ||
| Gross Fiduciary activities income | $172,000 | 758 |
| 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 | $239,000 | 374 |
| Number of Managed Accounts | $0 | 429 |
| Number of Non-Managed Accounts | $239,000 | 177 |
| Total fiduciary and related assets | $301,094,000 | 321 |
| Managed Assets ($) | $0 | 429 |
| Non-managed Assets ($) | $301,094,000 | 164 |
| Memoranda | ||
| Gross Fiduciary activities income | $142,000 | 706 |
| 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 | $212,000 | 390 |
| Number of Managed Accounts | $0 | 438 |
| Number of Non-Managed Accounts | $212,000 | 186 |
| Total fiduciary and related assets | $288,532,000 | 334 |
| Managed Assets ($) | $0 | 438 |
| Non-managed Assets ($) | $288,532,000 | 168 |
| Memoranda | ||
| Gross Fiduciary activities income | $28,000 | 935 |
| 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 | $211,000 | 681 |
| Number of Managed Accounts | $0 | 1,742 |
| Number of Non-Managed Accounts | $211,000 | 266 |
| Total fiduciary and related assets | $276,476,000 | 351 |
| Managed Assets ($) | $0 | 1,742 |
| Non-managed Assets ($) | $276,476,000 | 174 |
| Memoranda | ||
| Gross Fiduciary activities income | $198,000 | 806 |
| 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 | $0 | 473 |
| Number of Managed Accounts | $0 | 442 |
| Number of Non-Managed Accounts | $0 | 446 |
| Total fiduciary and related assets | $0 | 472 |
| Managed Assets ($) | $0 | 442 |
| Non-managed Assets ($) | $0 | 445 |
| Memoranda | ||
| Gross Fiduciary activities income | $179,000 | 759 |
| 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 | $0 | 474 |
| Number of Managed Accounts | $0 | 446 |
| Number of Non-Managed Accounts | $0 | 448 |
| Total fiduciary and related assets | $0 | 473 |
| Managed Assets ($) | $0 | 446 |
| Non-managed Assets ($) | $0 | 447 |
| Memoranda | ||
| Gross Fiduciary activities income | $103,000 | 801 |
| 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 | $0 | 491 |
| Number of Managed Accounts | $0 | 461 |
| Number of Non-Managed Accounts | $0 | 460 |
| Total fiduciary and related assets | $0 | 490 |
| Managed Assets ($) | $0 | 461 |
| Non-managed Assets ($) | $0 | 458 |
| Memoranda | ||
| Gross Fiduciary activities income | $17,000 | 1,042 |
| 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 | $157,000 | 791 |
| Number of Managed Accounts | $0 | 1,796 |
| Number of Non-Managed Accounts | $157,000 | 331 |
| Total fiduciary and related assets | $158,276,000 | 451 |
| Managed Assets ($) | $0 | 1,796 |
| Non-managed Assets ($) | $158,276,000 | 222 |
| Memoranda | ||
| Gross Fiduciary activities income | $133,000 | 931 |
| 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 | $101,000 | 905 |
| Number of Managed Accounts | $0 | 1,766 |
| Number of Non-Managed Accounts | $101,000 | 406 |
| Total fiduciary and related assets | $187,956,000 | 405 |
| Managed Assets ($) | $0 | 1,766 |
| Non-managed Assets ($) | $187,956,000 | 195 |
| Memoranda | ||
| Gross Fiduciary activities income | $111,000 | 975 |
| 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 | $108,000 | 930 |
| 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 | $116,000 | 967 |
| 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 | $97,000 | 1,016 |
| 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 | $95,000 | 1,060 |
| 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 | $115,000 | 1,077 |
| 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 | $121,000 | 1,122 |
| 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 | $103,000 | 1,175 |
| 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 | $150,000 | 1,125 |
| 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 | $108,000 | 1,233 |