Home > American State Bank > Fiduciary and Related Services
American State 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 | $1,100,000 | 233 |
| Number of Managed Accounts | $1,071,000 | 194 |
| Number of Non-Managed Accounts | $29,000 | 476 |
| Total fiduciary and related assets | $744,983,000 | 290 |
| Managed Assets ($) | $643,854,000 | 264 |
| Non-managed Assets ($) | $101,129,000 | 283 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,695,000 | 353 |
| 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 | $0 | 375 |
| Number of Managed Accounts | $0 | 366 |
| Number of Non-Managed Accounts | $0 | 365 |
| Total fiduciary and related assets | $0 | 376 |
| Managed Assets ($) | $0 | 366 |
| Non-managed Assets ($) | $0 | 363 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,976,000 | 355 |
| 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 | $1,046,000 | 233 |
| Number of Managed Accounts | $1,019,000 | 193 |
| Number of Non-Managed Accounts | $27,000 | 340 |
| Total fiduciary and related assets | $642,829,000 | 297 |
| Managed Assets ($) | $550,831,000 | 281 |
| Non-managed Assets ($) | $91,998,000 | 277 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,321,000 | 348 |
| 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 | $0 | 384 |
| Number of Managed Accounts | $0 | 375 |
| Number of Non-Managed Accounts | $0 | 373 |
| Total fiduciary and related assets | $0 | 384 |
| Managed Assets ($) | $0 | 375 |
| Non-managed Assets ($) | $0 | 373 |
| Memoranda | ||
| Gross Fiduciary activities income | $661,000 | 362 |
| 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 | $1,012,000 | 251 |
| Number of Managed Accounts | $985,000 | 206 |
| Number of Non-Managed Accounts | $27,000 | 502 |
| Total fiduciary and related assets | $580,157,000 | 323 |
| Managed Assets ($) | $499,072,000 | 299 |
| Non-managed Assets ($) | $81,085,000 | 300 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,344,000 | 386 |
| 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 | $0 | 399 |
| Number of Managed Accounts | $0 | 389 |
| Number of Non-Managed Accounts | $0 | 385 |
| Total fiduciary and related assets | $0 | 399 |
| Managed Assets ($) | $0 | 389 |
| Non-managed Assets ($) | $0 | 385 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,753,000 | 384 |
| 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 | $969,000 | 224 |
| Number of Managed Accounts | $944,000 | 192 |
| Number of Non-Managed Accounts | $25,000 | 323 |
| Total fiduciary and related assets | $532,111,000 | 291 |
| Managed Assets ($) | $455,541,000 | 267 |
| Non-managed Assets ($) | $76,570,000 | 256 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,179,000 | 348 |
| 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 | $0 | 359 |
| Number of Managed Accounts | $0 | 350 |
| Number of Non-Managed Accounts | $0 | 347 |
| Total fiduciary and related assets | $0 | 358 |
| Managed Assets ($) | $0 | 350 |
| Non-managed Assets ($) | $0 | 346 |
| Memoranda | ||
| Gross Fiduciary activities income | $605,000 | 343 |
| 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 | $911,000 | 238 |
| Number of Managed Accounts | $887,000 | 206 |
| Number of Non-Managed Accounts | $24,000 | 506 |
| Total fiduciary and related assets | $622,445,000 | 290 |
| Managed Assets ($) | $526,371,000 | 270 |
| Non-managed Assets ($) | $96,074,000 | 265 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,507,000 | 327 |
| 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 | $0 | 343 |
| Number of Managed Accounts | $0 | 335 |
| Number of Non-Managed Accounts | $0 | 330 |
| Total fiduciary and related assets | $0 | 343 |
| Managed Assets ($) | $0 | 335 |
| Non-managed Assets ($) | $0 | 330 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,873,000 | 331 |
| 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 | $840,000 | 241 |
| Number of Managed Accounts | $821,000 | 218 |
| Number of Non-Managed Accounts | $19,000 | 329 |
| Total fiduciary and related assets | $571,919,000 | 291 |
| Managed Assets ($) | $481,480,000 | 272 |
| Non-managed Assets ($) | $90,439,000 | 256 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,261,000 | 325 |
| 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 | $0 | 345 |
| Number of Managed Accounts | $0 | 337 |
| Number of Non-Managed Accounts | $0 | 333 |
| Total fiduciary and related assets | $0 | 345 |
| Managed Assets ($) | $0 | 337 |
| Non-managed Assets ($) | $0 | 332 |
| Memoranda | ||
| Gross Fiduciary activities income | $657,000 | 312 |
| 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 | $794,000 | 255 |
| Number of Managed Accounts | $775,000 | 227 |
| Number of Non-Managed Accounts | $19,000 | 562 |
| Total fiduciary and related assets | $513,347,000 | 296 |
| Managed Assets ($) | $432,893,000 | 276 |
| Non-managed Assets ($) | $80,454,000 | 280 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,887,000 | 363 |
| 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 | $0 | 346 |
| Number of Managed Accounts | $0 | 338 |
| Number of Non-Managed Accounts | $0 | 335 |
| Total fiduciary and related assets | $0 | 346 |
| Managed Assets ($) | $0 | 338 |
| Non-managed Assets ($) | $0 | 335 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,358,000 | 365 |
| 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 | $765,000 | 253 |
| Number of Managed Accounts | $743,000 | 226 |
| Number of Non-Managed Accounts | $22,000 | 323 |
| Total fiduciary and related assets | $433,735,000 | 308 |
| Managed Assets ($) | $367,080,000 | 287 |
| Non-managed Assets ($) | $66,655,000 | 261 |
| Memoranda | ||
| Gross Fiduciary activities income | $880,000 | 370 |
| 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 | $738,000 | 241 |
| Number of Managed Accounts | $718,000 | 219 |
| Number of Non-Managed Accounts | $20,000 | 286 |
| Total fiduciary and related assets | $371,559,000 | 288 |
| Managed Assets ($) | $318,454,000 | 268 |
| Non-managed Assets ($) | $53,105,000 | 239 |
| Memoranda | ||
| Gross Fiduciary activities income | $400,000 | 386 |
| 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 | $705,000 | 273 |
| Number of Managed Accounts | $686,000 | 241 |
| Number of Non-Managed Accounts | $19,000 | 566 |
| Total fiduciary and related assets | $429,151,000 | 310 |
| Managed Assets ($) | $365,662,000 | 292 |
| Non-managed Assets ($) | $63,489,000 | 298 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,736,000 | 373 |
| 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 | $0 | 357 |
| Number of Managed Accounts | $0 | 349 |
| Number of Non-Managed Accounts | $0 | 341 |
| Total fiduciary and related assets | $0 | 357 |
| Managed Assets ($) | $0 | 349 |
| Non-managed Assets ($) | $0 | 341 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,286,000 | 376 |
| 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 | $671,000 | 266 |
| Number of Managed Accounts | $653,000 | 239 |
| Number of Non-Managed Accounts | $18,000 | 323 |
| Total fiduciary and related assets | $398,683,000 | 314 |
| Managed Assets ($) | $340,023,000 | 299 |
| Non-managed Assets ($) | $58,660,000 | 275 |
| Memoranda | ||
| Gross Fiduciary activities income | $860,000 | 375 |
| 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 | $657,000 | 270 |
| Number of Managed Accounts | $638,000 | 242 |
| Number of Non-Managed Accounts | $19,000 | 325 |
| Total fiduciary and related assets | $382,934,000 | 324 |
| Managed Assets ($) | $326,314,000 | 304 |
| Non-managed Assets ($) | $56,620,000 | 278 |
| Memoranda | ||
| Gross Fiduciary activities income | $432,000 | 373 |
| 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 | $649,000 | 290 |
| Number of Managed Accounts | $630,000 | 250 |
| Number of Non-Managed Accounts | $19,000 | 586 |
| Total fiduciary and related assets | $349,859,000 | 327 |
| Managed Assets ($) | $299,919,000 | 305 |
| Non-managed Assets ($) | $49,940,000 | 331 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,686,000 | 377 |
| 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 | $644,000 | 272 |
| Number of Managed Accounts | $625,000 | 243 |
| Number of Non-Managed Accounts | $19,000 | 326 |
| Total fiduciary and related assets | $385,038,000 | 327 |
| Managed Assets ($) | $328,249,000 | 304 |
| Non-managed Assets ($) | $56,789,000 | 279 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,259,000 | 379 |
| 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 | $631,000 | 275 |
| Number of Managed Accounts | $609,000 | 252 |
| Number of Non-Managed Accounts | $22,000 | 323 |
| Total fiduciary and related assets | $374,811,000 | 326 |
| Managed Assets ($) | $318,398,000 | 305 |
| Non-managed Assets ($) | $56,413,000 | 281 |
| Memoranda | ||
| Gross Fiduciary activities income | $834,000 | 382 |
| 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 | $595,000 | 283 |
| Number of Managed Accounts | $573,000 | 256 |
| Number of Non-Managed Accounts | $22,000 | 327 |
| Total fiduciary and related assets | $364,551,000 | 330 |
| Managed Assets ($) | $309,481,000 | 308 |
| Non-managed Assets ($) | $55,070,000 | 282 |
| Memoranda | ||
| Gross Fiduciary activities income | $410,000 | 387 |
| 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 | $564,000 | 316 |
| Number of Managed Accounts | $541,000 | 277 |
| Number of Non-Managed Accounts | $23,000 | 569 |
| Total fiduciary and related assets | $357,454,000 | 337 |
| Managed Assets ($) | $303,596,000 | 314 |
| Non-managed Assets ($) | $53,858,000 | 323 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,496,000 | 394 |
| 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 | $538,000 | 293 |
| Number of Managed Accounts | $517,000 | 262 |
| Number of Non-Managed Accounts | $21,000 | 317 |
| Total fiduciary and related assets | $340,994,000 | 338 |
| Managed Assets ($) | $291,543,000 | 316 |
| Non-managed Assets ($) | $49,451,000 | 281 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,088,000 | 397 |
| 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 | $519,000 | 296 |
| Number of Managed Accounts | $499,000 | 268 |
| Number of Non-Managed Accounts | $20,000 | 320 |
| Total fiduciary and related assets | $330,916,000 | 338 |
| Managed Assets ($) | $284,086,000 | 313 |
| Non-managed Assets ($) | $46,830,000 | 285 |
| Memoranda | ||
| Gross Fiduciary activities income | $720,000 | 397 |
| 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 | $465,000 | 313 |
| Number of Managed Accounts | $445,000 | 285 |
| Number of Non-Managed Accounts | $20,000 | 321 |
| Total fiduciary and related assets | $315,020,000 | 346 |
| Managed Assets ($) | $267,534,000 | 326 |
| Non-managed Assets ($) | $47,486,000 | 285 |
| Memoranda | ||
| Gross Fiduciary activities income | $354,000 | 402 |
| 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 | $436,000 | 366 |
| Number of Managed Accounts | $416,000 | 308 |
| Number of Non-Managed Accounts | $20,000 | 612 |
| Total fiduciary and related assets | $300,801,000 | 347 |
| Managed Assets ($) | $256,392,000 | 329 |
| Non-managed Assets ($) | $44,409,000 | 346 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,320,000 | 418 |
| 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 | $434,000 | 321 |
| Number of Managed Accounts | $416,000 | 289 |
| Number of Non-Managed Accounts | $18,000 | 332 |
| Total fiduciary and related assets | $287,482,000 | 357 |
| Managed Assets ($) | $246,664,000 | 329 |
| Non-managed Assets ($) | $40,818,000 | 293 |
| Memoranda | ||
| Gross Fiduciary activities income | $989,000 | 418 |
| 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 | $428,000 | 323 |
| Number of Managed Accounts | $409,000 | 289 |
| Number of Non-Managed Accounts | $19,000 | 334 |
| Total fiduciary and related assets | $276,251,000 | 362 |
| Managed Assets ($) | $237,349,000 | 336 |
| Non-managed Assets ($) | $38,902,000 | 298 |
| Memoranda | ||
| Gross Fiduciary activities income | $657,000 | 418 |
| 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 | $431,000 | 324 |
| Number of Managed Accounts | $411,000 | 288 |
| Number of Non-Managed Accounts | $20,000 | 332 |
| Total fiduciary and related assets | $277,648,000 | 359 |
| Managed Assets ($) | $240,239,000 | 326 |
| Non-managed Assets ($) | $37,409,000 | 299 |
| Memoranda | ||
| Gross Fiduciary activities income | $323,000 | 421 |
| 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 | $421,000 | 376 |
| Number of Managed Accounts | $401,000 | 311 |
| Number of Non-Managed Accounts | $20,000 | 638 |
| Total fiduciary and related assets | $281,703,000 | 359 |
| Managed Assets ($) | $244,829,000 | 326 |
| Non-managed Assets ($) | $36,874,000 | 362 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,209,000 | 433 |
| 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 | $426,000 | 326 |
| Number of Managed Accounts | $406,000 | 292 |
| Number of Non-Managed Accounts | $20,000 | 330 |
| Total fiduciary and related assets | $276,848,000 | 357 |
| Managed Assets ($) | $242,786,000 | 323 |
| Non-managed Assets ($) | $34,062,000 | 300 |
| Memoranda | ||
| Gross Fiduciary activities income | $898,000 | 434 |
| 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 | $417,000 | 331 |
| Number of Managed Accounts | $397,000 | 295 |
| Number of Non-Managed Accounts | $20,000 | 332 |
| Total fiduciary and related assets | $288,325,000 | 363 |
| Managed Assets ($) | $252,223,000 | 323 |
| Non-managed Assets ($) | $36,102,000 | 304 |
| Memoranda | ||
| Gross Fiduciary activities income | $610,000 | 431 |
| 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 | $407,000 | 335 |
| Number of Managed Accounts | $384,000 | 299 |
| Number of Non-Managed Accounts | $23,000 | 328 |
| Total fiduciary and related assets | $297,348,000 | 365 |
| Managed Assets ($) | $261,703,000 | 322 |
| Non-managed Assets ($) | $35,645,000 | 307 |
| Memoranda | ||
| Gross Fiduciary activities income | $308,000 | 436 |
| 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 | $390,000 | 405 |
| Number of Managed Accounts | $368,000 | 341 |
| Number of Non-Managed Accounts | $22,000 | 648 |
| Total fiduciary and related assets | $284,020,000 | 372 |
| Managed Assets ($) | $246,259,000 | 333 |
| Non-managed Assets ($) | $37,761,000 | 371 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,183,000 | 434 |
| 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 | $383,000 | 345 |
| Number of Managed Accounts | $360,000 | 306 |
| Number of Non-Managed Accounts | $23,000 | 324 |
| Total fiduciary and related assets | $271,120,000 | 373 |
| Managed Assets ($) | $238,718,000 | 331 |
| Non-managed Assets ($) | $32,402,000 | 306 |
| Memoranda | ||
| Gross Fiduciary activities income | $895,000 | 432 |
| 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 | $378,000 | 347 |
| Number of Managed Accounts | $355,000 | 312 |
| Number of Non-Managed Accounts | $23,000 | 321 |
| Total fiduciary and related assets | $261,958,000 | 380 |
| Managed Assets ($) | $229,620,000 | 335 |
| Non-managed Assets ($) | $32,338,000 | 306 |
| Memoranda | ||
| Gross Fiduciary activities income | $582,000 | 436 |
| 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 | $4,384,000 | 60 |
| Number of Managed Accounts | $344,000 | 322 |
| Number of Non-Managed Accounts | $4,040,000 | 33 |
| Total fiduciary and related assets | $400,351,000 | 300 |
| Managed Assets ($) | $218,580,000 | 346 |
| Non-managed Assets ($) | $181,771,000 | 182 |
| Memoranda | ||
| Gross Fiduciary activities income | $309,000 | 431 |
| 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 | $4,389,000 | 59 |
| Number of Managed Accounts | $339,000 | 369 |
| Number of Non-Managed Accounts | $4,050,000 | 32 |
| Total fiduciary and related assets | $393,459,000 | 302 |
| Managed Assets ($) | $215,830,000 | 349 |
| Non-managed Assets ($) | $177,629,000 | 183 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,047,000 | 451 |
| 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 | $4,427,000 | 58 |
| Number of Managed Accounts | $337,000 | 310 |
| Number of Non-Managed Accounts | $4,090,000 | 30 |
| Total fiduciary and related assets | $374,141,000 | 305 |
| Managed Assets ($) | $203,868,000 | 332 |
| Non-managed Assets ($) | $170,273,000 | 179 |
| Memoranda | ||
| Gross Fiduciary activities income | $760,000 | 458 |
| 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 | $4,432,000 | 58 |
| Number of Managed Accounts | $339,000 | 307 |
| Number of Non-Managed Accounts | $4,093,000 | 32 |
| Total fiduciary and related assets | $362,519,000 | 305 |
| Managed Assets ($) | $198,757,000 | 329 |
| Non-managed Assets ($) | $163,762,000 | 186 |
| Memoranda | ||
| Gross Fiduciary activities income | $518,000 | 454 |
| 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 | $4,426,000 | 56 |
| Number of Managed Accounts | $329,000 | 310 |
| Number of Non-Managed Accounts | $4,097,000 | 31 |
| Total fiduciary and related assets | $348,847,000 | 310 |
| Managed Assets ($) | $191,729,000 | 335 |
| Non-managed Assets ($) | $157,118,000 | 187 |
| Memoranda | ||
| Gross Fiduciary activities income | $241,000 | 470 |
| 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 | $4,371,000 | 58 |
| Number of Managed Accounts | $319,000 | 374 |
| Number of Non-Managed Accounts | $4,052,000 | 32 |
| Total fiduciary and related assets | $340,122,000 | 309 |
| Managed Assets ($) | $186,748,000 | 354 |
| Non-managed Assets ($) | $153,374,000 | 198 |
| Memoranda | ||
| Gross Fiduciary activities income | $898,000 | 474 |
| 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 | $4,384,000 | 55 |
| Number of Managed Accounts | $301,000 | 309 |
| Number of Non-Managed Accounts | $4,083,000 | 29 |
| Total fiduciary and related assets | $335,927,000 | 306 |
| Managed Assets ($) | $181,710,000 | 327 |
| Non-managed Assets ($) | $154,217,000 | 186 |
| Memoranda | ||
| Gross Fiduciary activities income | $653,000 | 478 |
| 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 | $4,393,000 | 57 |
| Number of Managed Accounts | $296,000 | 311 |
| Number of Non-Managed Accounts | $4,097,000 | 30 |
| Total fiduciary and related assets | $319,290,000 | 312 |
| Managed Assets ($) | $173,370,000 | 321 |
| Non-managed Assets ($) | $145,920,000 | 195 |
| Memoranda | ||
| Gross Fiduciary activities income | $393,000 | 502 |
| 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 | $4,297,000 | 59 |
| Number of Managed Accounts | $285,000 | 313 |
| Number of Non-Managed Accounts | $4,012,000 | 31 |
| Total fiduciary and related assets | $311,049,000 | 314 |
| Managed Assets ($) | $184,935,000 | 319 |
| Non-managed Assets ($) | $126,114,000 | 190 |
| Memoranda | ||
| Gross Fiduciary activities income | $188,000 | 521 |
| 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 | $4,280,000 | 59 |
| Number of Managed Accounts | $275,000 | 403 |
| Number of Non-Managed Accounts | $4,005,000 | 31 |
| Total fiduciary and related assets | $288,866,000 | 322 |
| Managed Assets ($) | $170,496,000 | 350 |
| Non-managed Assets ($) | $118,370,000 | 203 |
| Memoranda | ||
| Gross Fiduciary activities income | $910,000 | 417 |
| 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 | $4,315,000 | 61 |
| Number of Managed Accounts | $275,000 | 313 |
| Number of Non-Managed Accounts | $4,040,000 | 28 |
| Total fiduciary and related assets | $278,692,000 | 316 |
| Managed Assets ($) | $164,290,000 | 320 |
| Non-managed Assets ($) | $114,402,000 | 199 |
| Memoranda | ||
| Gross Fiduciary activities income | $569,000 | 461 |
| 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 | $4,324,000 | 62 |
| Number of Managed Accounts | $273,000 | 316 |
| Number of Non-Managed Accounts | $4,051,000 | 29 |
| Total fiduciary and related assets | $291,267,000 | 322 |
| Managed Assets ($) | $169,042,000 | 326 |
| Non-managed Assets ($) | $122,225,000 | 197 |
| Memoranda | ||
| Gross Fiduciary activities income | $381,000 | 468 |
| 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 | $4,305,000 | 62 |
| Number of Managed Accounts | $264,000 | 322 |
| Number of Non-Managed Accounts | $4,041,000 | 31 |
| Total fiduciary and related assets | $287,857,000 | 326 |
| Managed Assets ($) | $167,947,000 | 331 |
| Non-managed Assets ($) | $119,910,000 | 199 |
| Memoranda | ||
| Gross Fiduciary activities income | $184,000 | 480 |
| 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 | $4,331,000 | 64 |
| Number of Managed Accounts | $275,000 | 410 |
| Number of Non-Managed Accounts | $4,056,000 | 32 |
| Total fiduciary and related assets | $295,101,000 | 322 |
| Managed Assets ($) | $160,092,000 | 372 |
| Non-managed Assets ($) | $135,009,000 | 201 |
| Memoranda | ||
| Gross Fiduciary activities income | $767,000 | 457 |
| 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 | $4,310,000 | 62 |
| Number of Managed Accounts | $238,000 | 311 |
| Number of Non-Managed Accounts | $4,072,000 | 31 |
| Total fiduciary and related assets | $286,942,000 | 315 |
| Managed Assets ($) | $154,279,000 | 320 |
| Non-managed Assets ($) | $132,663,000 | 193 |
| Memoranda | ||
| Gross Fiduciary activities income | $588,000 | 448 |
| 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 | $4,319,000 | 62 |
| Number of Managed Accounts | $241,000 | 311 |
| Number of Non-Managed Accounts | $4,078,000 | 33 |
| Total fiduciary and related assets | $272,173,000 | 316 |
| Managed Assets ($) | $145,036,000 | 321 |
| Non-managed Assets ($) | $127,137,000 | 193 |
| Memoranda | ||
| Gross Fiduciary activities income | $395,000 | 456 |
| 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 | $4,316,000 | 64 |
| Number of Managed Accounts | $244,000 | 315 |
| Number of Non-Managed Accounts | $4,072,000 | 33 |
| Total fiduciary and related assets | $284,224,000 | 321 |
| Managed Assets ($) | $152,786,000 | 324 |
| Non-managed Assets ($) | $131,438,000 | 194 |
| Memoranda | ||
| Gross Fiduciary activities income | $207,000 | 452 |
| 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 | $4,680,000 | 64 |
| Number of Managed Accounts | $238,000 | 447 |
| Number of Non-Managed Accounts | $4,442,000 | 37 |
| Total fiduciary and related assets | $276,359,000 | 321 |
| Managed Assets ($) | $148,683,000 | 379 |
| Non-managed Assets ($) | $127,676,000 | 206 |
| Memoranda | ||
| Gross Fiduciary activities income | $666,000 | 478 |
| 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 | $483,000 | 479 |
| 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 | $0 | 415 |
| Number of Managed Accounts | $0 | 392 |
| Number of Non-Managed Accounts | $0 | 393 |
| Total fiduciary and related assets | $0 | 414 |
| Managed Assets ($) | $0 | 392 |
| Non-managed Assets ($) | $0 | 391 |
| Memoranda | ||
| Gross Fiduciary activities income | $322,000 | 486 |
| 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 | $0 | 418 |
| Number of Managed Accounts | $0 | 395 |
| Number of Non-Managed Accounts | $0 | 393 |
| Total fiduciary and related assets | $0 | 417 |
| Managed Assets ($) | $0 | 395 |
| Non-managed Assets ($) | $0 | 392 |
| Memoranda | ||
| Gross Fiduciary activities income | $168,000 | 478 |
| 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 | $4,147,000 | 75 |
| Number of Managed Accounts | $224,000 | 482 |
| Number of Non-Managed Accounts | $3,923,000 | 39 |
| Total fiduciary and related assets | $227,837,000 | 353 |
| Managed Assets ($) | $119,535,000 | 422 |
| Non-managed Assets ($) | $108,302,000 | 213 |
| Memoranda | ||
| Gross Fiduciary activities income | $715,000 | 488 |
| 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 | $4,135,000 | 72 |
| Number of Managed Accounts | $223,000 | 340 |
| Number of Non-Managed Accounts | $3,912,000 | 35 |
| Total fiduciary and related assets | $267,331,000 | 329 |
| Managed Assets ($) | $151,756,000 | 340 |
| Non-managed Assets ($) | $115,575,000 | 206 |
| Memoranda | ||
| Gross Fiduciary activities income | $549,000 | 487 |
| 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 | $4,144,000 | 73 |
| Number of Managed Accounts | $225,000 | 343 |
| Number of Non-Managed Accounts | $3,919,000 | 37 |
| Total fiduciary and related assets | $279,732,000 | 334 |
| Managed Assets ($) | $159,663,000 | 344 |
| Non-managed Assets ($) | $120,069,000 | 213 |
| Memoranda | ||
| Gross Fiduciary activities income | $342,000 | 516 |
| 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 | $4,104,000 | 74 |
| Number of Managed Accounts | $210,000 | 350 |
| Number of Non-Managed Accounts | $3,894,000 | 34 |
| Total fiduciary and related assets | $285,566,000 | 337 |
| Managed Assets ($) | $166,769,000 | 352 |
| Non-managed Assets ($) | $118,797,000 | 216 |
| Memoranda | ||
| Gross Fiduciary activities income | $176,000 | 517 |
| 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 | $4,019,000 | 76 |
| Number of Managed Accounts | $194,000 | 534 |
| Number of Non-Managed Accounts | $3,825,000 | 37 |
| Total fiduciary and related assets | $267,726,000 | 353 |
| Managed Assets ($) | $145,203,000 | 430 |
| Non-managed Assets ($) | $122,523,000 | 225 |
| Memoranda | ||
| Gross Fiduciary activities income | $670,000 | 525 |
| 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 | $0 | 444 |
| Number of Managed Accounts | $0 | 421 |
| Number of Non-Managed Accounts | $0 | 417 |
| Total fiduciary and related assets | $0 | 443 |
| Managed Assets ($) | $0 | 421 |
| Non-managed Assets ($) | $0 | 416 |
| Memoranda | ||
| Gross Fiduciary activities income | $502,000 | 526 |
| 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 | $0 | 450 |
| Number of Managed Accounts | $0 | 427 |
| Number of Non-Managed Accounts | $0 | 422 |
| Total fiduciary and related assets | $0 | 449 |
| Managed Assets ($) | $0 | 427 |
| Non-managed Assets ($) | $0 | 421 |
| Memoranda | ||
| Gross Fiduciary activities income | $305,000 | 553 |
| 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 | $0 | 451 |
| Number of Managed Accounts | $0 | 427 |
| Number of Non-Managed Accounts | $0 | 425 |
| Total fiduciary and related assets | $0 | 450 |
| Managed Assets ($) | $0 | 427 |
| Non-managed Assets ($) | $0 | 424 |
| Memoranda | ||
| Gross Fiduciary activities income | $153,000 | 559 |
| 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 | $3,967,000 | 74 |
| Number of Managed Accounts | $169,000 | 577 |
| Number of Non-Managed Accounts | $3,798,000 | 40 |
| Total fiduciary and related assets | $215,103,000 | 409 |
| Managed Assets ($) | $122,360,000 | 450 |
| Non-managed Assets ($) | $92,743,000 | 263 |
| Memoranda | ||
| Gross Fiduciary activities income | $540,000 | 574 |
| 2006-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 432 |
| Number of Managed Accounts | $0 | 409 |
| Number of Non-Managed Accounts | $0 | 409 |
| Total fiduciary and related assets | $0 | 431 |
| Managed Assets ($) | $0 | 409 |
| Non-managed Assets ($) | $0 | 408 |
| Memoranda | ||
| Gross Fiduciary activities income | $399,000 | 571 |
| 2006-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 435 |
| Number of Managed Accounts | $0 | 413 |
| Number of Non-Managed Accounts | $0 | 412 |
| Total fiduciary and related assets | $0 | 434 |
| Managed Assets ($) | $0 | 413 |
| Non-managed Assets ($) | $0 | 411 |
| Memoranda | ||
| Gross Fiduciary activities income | $263,000 | 579 |
| 2006-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 458 |
| Number of Managed Accounts | $0 | 437 |
| Number of Non-Managed Accounts | $0 | 423 |
| Total fiduciary and related assets | $0 | 457 |
| Managed Assets ($) | $0 | 437 |
| Non-managed Assets ($) | $0 | 422 |
| Memoranda | ||
| Gross Fiduciary activities income | $127,000 | 600 |
| 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 | $3,260,000 | 96 |
| Number of Managed Accounts | $147,000 | 634 |
| Number of Non-Managed Accounts | $3,113,000 | 48 |
| Total fiduciary and related assets | $175,142,000 | 447 |
| Managed Assets ($) | $106,689,000 | 475 |
| Non-managed Assets ($) | $68,453,000 | 297 |
| Memoranda | ||
| Gross Fiduciary activities income | $490,000 | 592 |
| 2005-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 444 |
| Number of Managed Accounts | $0 | 422 |
| Number of Non-Managed Accounts | $0 | 414 |
| Total fiduciary and related assets | $0 | 443 |
| Managed Assets ($) | $0 | 423 |
| Non-managed Assets ($) | $0 | 412 |
| Memoranda | ||
| Gross Fiduciary activities income | $365,000 | 585 |
| 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 | $0 | 460 |
| Number of Managed Accounts | $0 | 435 |
| Number of Non-Managed Accounts | $0 | 431 |
| Total fiduciary and related assets | $0 | 458 |
| Managed Assets ($) | $0 | 435 |
| Non-managed Assets ($) | $0 | 429 |
| Memoranda | ||
| Gross Fiduciary activities income | $239,000 | 594 |
| 2005-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 465 |
| Number of Managed Accounts | $0 | 438 |
| Number of Non-Managed Accounts | $0 | 433 |
| Total fiduciary and related assets | $0 | 463 |
| Managed Assets ($) | $0 | 438 |
| Non-managed Assets ($) | $0 | 431 |
| Memoranda | ||
| Gross Fiduciary activities income | $119,000 | 607 |
| 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 | $3,018,000 | 103 |
| Number of Managed Accounts | $131,000 | 675 |
| Number of Non-Managed Accounts | $2,887,000 | 52 |
| Total fiduciary and related assets | $157,584,000 | 459 |
| Managed Assets ($) | $97,231,000 | 493 |
| Non-managed Assets ($) | $60,353,000 | 317 |
| Memoranda | ||
| Gross Fiduciary activities income | $444,000 | 606 |
| 2004-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 453 |
| Number of Managed Accounts | $0 | 424 |
| Number of Non-Managed Accounts | $0 | 423 |
| Total fiduciary and related assets | $0 | 451 |
| Managed Assets ($) | $0 | 424 |
| Non-managed Assets ($) | $0 | 421 |
| Memoranda | ||
| Gross Fiduciary activities income | $332,000 | 604 |
| 2004-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 462 |
| Number of Managed Accounts | $0 | 429 |
| Number of Non-Managed Accounts | $0 | 432 |
| Total fiduciary and related assets | $0 | 459 |
| Managed Assets ($) | $0 | 429 |
| Non-managed Assets ($) | $0 | 429 |
| Memoranda | ||
| Gross Fiduciary activities income | $219,000 | 614 |
| 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 | $0 | 473 |
| Number of Managed Accounts | $0 | 438 |
| Number of Non-Managed Accounts | $0 | 438 |
| Total fiduciary and related assets | $0 | 471 |
| Managed Assets ($) | $0 | 438 |
| Non-managed Assets ($) | $0 | 436 |
| Memoranda | ||
| Gross Fiduciary activities income | $105,000 | 638 |
| 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 | $2,762,000 | 110 |
| Number of Managed Accounts | $120,000 | 716 |
| Number of Non-Managed Accounts | $2,642,000 | 52 |
| Total fiduciary and related assets | $148,764,000 | 469 |
| Managed Assets ($) | $86,171,000 | 504 |
| Non-managed Assets ($) | $62,593,000 | 324 |
| Memoranda | ||
| Gross Fiduciary activities income | $357,000 | 660 |
| 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 | $251,000 | 682 |
| 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 | $163,000 | 687 |
| 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 | $71,000 | 735 |
| 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 | $2,514,000 | 122 |
| Number of Managed Accounts | $120,000 | 711 |
| Number of Non-Managed Accounts | $2,394,000 | 59 |
| Total fiduciary and related assets | $111,980,000 | 534 |
| Managed Assets ($) | $73,029,000 | 547 |
| Non-managed Assets ($) | $38,951,000 | 394 |
| Memoranda | ||
| Gross Fiduciary activities income | $285,000 | 727 |
| 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 | $2,115,000 | 125 |
| Number of Managed Accounts | $105,000 | 732 |
| Number of Non-Managed Accounts | $2,010,000 | 62 |
| Total fiduciary and related assets | $73,932,000 | 628 |
| Managed Assets ($) | $39,698,000 | 697 |
| Non-managed Assets ($) | $34,234,000 | 401 |
| Memoranda | ||
| Gross Fiduciary activities income | $276,000 | 746 |
| 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 | $53,000 | 1,040 |
| 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 | $65,000 | 1,059 |
| 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 | $39,000 | 1,146 |
| 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 | $49,000 | 1,176 |
| 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 | $60,000 | 1,200 |
| 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 | $38,000 | 1,331 |
| 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 | $14,000 | 1,449 |
| 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 | $9,000 | 1,510 |
| 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 | $14,000 | 1,509 |