Home > Cambridge Savings Bank > Fiduciary and Related Services
Cambridge Savings 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 | $0 | 1,058 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,035 |
| Number of Managed Accounts | $0 | 982 |
| Number of Non-Managed Accounts | $0 | 825 |
| Total fiduciary and related assets | $0 | 1,034 |
| Managed Assets ($) | $0 | 982 |
| Non-managed Assets ($) | $0 | 820 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 981 |
| 2023-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 5 |
| Fiduciary or related activity | $0 | 1,071 |
| 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 | $0 | 950 |
| 2023-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 3 |
| Fiduciary or related activity | $0 | 1,073 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 448 |
| Number of Managed Accounts | $0 | 438 |
| Number of Non-Managed Accounts | $0 | 435 |
| Total fiduciary and related assets | $0 | 448 |
| Managed Assets ($) | $0 | 438 |
| Non-managed Assets ($) | $0 | 433 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 931 |
| 2023-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $0 | 1,085 |
| 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 | $0 | 913 |
| 2022-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $0 | 1,094 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,079 |
| Number of Managed Accounts | $0 | 1,021 |
| Number of Non-Managed Accounts | $0 | 869 |
| Total fiduciary and related assets | $0 | 1,076 |
| Managed Assets ($) | $0 | 1,021 |
| Non-managed Assets ($) | $0 | 864 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,005 |
| 2022-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $0 | 1,097 |
| 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 | $0 | 968 |
| 2022-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $0 | 1,066 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 430 |
| Number of Managed Accounts | $0 | 422 |
| Number of Non-Managed Accounts | $0 | 417 |
| Total fiduciary and related assets | $0 | 430 |
| Managed Assets ($) | $0 | 422 |
| Non-managed Assets ($) | $0 | 417 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 925 |
| 2022-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $0 | 1,072 |
| 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 | $0 | 892 |
| 2021-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $0 | 1,082 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,066 |
| Number of Managed Accounts | $0 | 1,005 |
| Number of Non-Managed Accounts | $0 | 847 |
| Total fiduciary and related assets | $0 | 1,062 |
| Managed Assets ($) | $0 | 1,004 |
| Non-managed Assets ($) | $0 | 841 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 994 |
| 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 | $0 | 957 |
| 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 | $0 | 409 |
| Number of Managed Accounts | $0 | 401 |
| Number of Non-Managed Accounts | $0 | 396 |
| Total fiduciary and related assets | $0 | 409 |
| Managed Assets ($) | $0 | 401 |
| Non-managed Assets ($) | $0 | 395 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 951 |
| 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 | $0 | 922 |
| 2020-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,000 | 1,069 |
| Number of Managed Accounts | $1,000 | 1,002 |
| Number of Non-Managed Accounts | $0 | 874 |
| Total fiduciary and related assets | $21,000 | 1,083 |
| Managed Assets ($) | $21,000 | 1,026 |
| Non-managed Assets ($) | $0 | 869 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,030 |
| 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 | $0 | 981 |
| 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 | $0 | 406 |
| Number of Managed Accounts | $0 | 397 |
| Number of Non-Managed Accounts | $0 | 391 |
| Total fiduciary and related assets | $0 | 406 |
| Managed Assets ($) | $0 | 397 |
| Non-managed Assets ($) | $0 | 391 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 970 |
| 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 | $0 | 351 |
| Number of Managed Accounts | $0 | 342 |
| Number of Non-Managed Accounts | $0 | 338 |
| Total fiduciary and related assets | $0 | 351 |
| Managed Assets ($) | $0 | 342 |
| Non-managed Assets ($) | $0 | 338 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 941 |
| 2019-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,000 | 1,096 |
| Number of Managed Accounts | $1,000 | 1,030 |
| Number of Non-Managed Accounts | $0 | 902 |
| Total fiduciary and related assets | $40,000 | 1,110 |
| Managed Assets ($) | $40,000 | 1,052 |
| Non-managed Assets ($) | $0 | 897 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,051 |
| 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 | $0 | 1,014 |
| 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 | $0 | 395 |
| Number of Managed Accounts | $0 | 387 |
| Number of Non-Managed Accounts | $0 | 381 |
| Total fiduciary and related assets | $0 | 395 |
| Managed Assets ($) | $0 | 387 |
| Non-managed Assets ($) | $0 | 381 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,004 |
| 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 | $0 | 402 |
| Number of Managed Accounts | $0 | 393 |
| Number of Non-Managed Accounts | $0 | 384 |
| Total fiduciary and related assets | $0 | 402 |
| Managed Assets ($) | $0 | 393 |
| Non-managed Assets ($) | $0 | 384 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 972 |
| 2018-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,000 | 1,140 |
| Number of Managed Accounts | $1,000 | 1,065 |
| Number of Non-Managed Accounts | $0 | 932 |
| Total fiduciary and related assets | $59,000 | 1,143 |
| Managed Assets ($) | $59,000 | 1,084 |
| Non-managed Assets ($) | $0 | 927 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,098 |
| 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 | $0 | 405 |
| Number of Managed Accounts | $0 | 396 |
| Number of Non-Managed Accounts | $0 | 388 |
| Total fiduciary and related assets | $0 | 405 |
| Managed Assets ($) | $0 | 396 |
| Non-managed Assets ($) | $0 | 388 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,048 |
| 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 | $0 | 407 |
| Number of Managed Accounts | $0 | 398 |
| Number of Non-Managed Accounts | $0 | 391 |
| Total fiduciary and related assets | $0 | 407 |
| Managed Assets ($) | $0 | 398 |
| Non-managed Assets ($) | $0 | 391 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,037 |
| 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 | $0 | 410 |
| Number of Managed Accounts | $0 | 399 |
| Number of Non-Managed Accounts | $0 | 394 |
| Total fiduciary and related assets | $0 | 410 |
| Managed Assets ($) | $0 | 398 |
| Non-managed Assets ($) | $0 | 394 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,003 |
| 2017-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,000 | 1,171 |
| Number of Managed Accounts | $1,000 | 1,089 |
| Number of Non-Managed Accounts | $0 | 965 |
| Total fiduciary and related assets | $77,000 | 1,175 |
| Managed Assets ($) | $77,000 | 1,111 |
| Non-managed Assets ($) | $0 | 958 |
| Memoranda | ||
| Gross Fiduciary activities income | $154,000 | 740 |
| 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 | $0 | 401 |
| Number of Managed Accounts | $0 | 391 |
| Number of Non-Managed Accounts | $0 | 384 |
| Total fiduciary and related assets | $0 | 401 |
| Managed Assets ($) | $0 | 391 |
| Non-managed Assets ($) | $0 | 384 |
| Memoranda | ||
| Gross Fiduciary activities income | $154,000 | 716 |
| 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 | $0 | 403 |
| Number of Managed Accounts | $0 | 393 |
| Number of Non-Managed Accounts | $0 | 386 |
| Total fiduciary and related assets | $0 | 403 |
| Managed Assets ($) | $0 | 393 |
| Non-managed Assets ($) | $0 | 386 |
| Memoranda | ||
| Gross Fiduciary activities income | $154,000 | 666 |
| 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 | $0 | 406 |
| Number of Managed Accounts | $0 | 396 |
| Number of Non-Managed Accounts | $0 | 388 |
| Total fiduciary and related assets | $0 | 406 |
| Managed Assets ($) | $0 | 396 |
| Non-managed Assets ($) | $0 | 388 |
| Memoranda | ||
| Gross Fiduciary activities income | $154,000 | 568 |
| 2016-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,022,000 | 214 |
| Number of Managed Accounts | $1,021,000 | 168 |
| Number of Non-Managed Accounts | $1,000 | 932 |
| Total fiduciary and related assets | $114,252,000 | 537 |
| Managed Assets ($) | $114,234,000 | 481 |
| Non-managed Assets ($) | $18,000 | 968 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,003,000 | 264 |
| 2016-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,301,000 | 172 |
| Number of Managed Accounts | $1,300,000 | 145 |
| Number of Non-Managed Accounts | $1,000 | 392 |
| Total fiduciary and related assets | $252,861,000 | 371 |
| Managed Assets ($) | $252,429,000 | 323 |
| Non-managed Assets ($) | $432,000 | 394 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,565,000 | 248 |
| 2016-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,539,000 | 154 |
| Number of Managed Accounts | $1,535,000 | 116 |
| Number of Non-Managed Accounts | $4,000 | 380 |
| Total fiduciary and related assets | $549,664,000 | 259 |
| Managed Assets ($) | $548,889,000 | 220 |
| Non-managed Assets ($) | $775,000 | 393 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,016,000 | 226 |
| 2016-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,562,000 | 146 |
| Number of Managed Accounts | $1,555,000 | 116 |
| Number of Non-Managed Accounts | $7,000 | 363 |
| Total fiduciary and related assets | $595,719,000 | 246 |
| Managed Assets ($) | $587,569,000 | 206 |
| Non-managed Assets ($) | $8,150,000 | 356 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,013,000 | 225 |
| 2015-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,577,000 | 150 |
| Number of Managed Accounts | $1,570,000 | 113 |
| Number of Non-Managed Accounts | $7,000 | 809 |
| Total fiduciary and related assets | $611,221,000 | 240 |
| Managed Assets ($) | $603,379,000 | 196 |
| Non-managed Assets ($) | $7,842,000 | 616 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,373,000 | 221 |
| 2015-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,519,000 | 153 |
| Number of Managed Accounts | $1,513,000 | 116 |
| Number of Non-Managed Accounts | $6,000 | 369 |
| Total fiduciary and related assets | $586,919,000 | 246 |
| Managed Assets ($) | $579,418,000 | 200 |
| Non-managed Assets ($) | $7,501,000 | 357 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,262,000 | 222 |
| 2015-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,491,000 | 155 |
| Number of Managed Accounts | $1,485,000 | 122 |
| Number of Non-Managed Accounts | $6,000 | 372 |
| Total fiduciary and related assets | $600,106,000 | 252 |
| Managed Assets ($) | $592,271,000 | 203 |
| Non-managed Assets ($) | $7,835,000 | 364 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,132,000 | 228 |
| 2015-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,474,000 | 158 |
| Number of Managed Accounts | $1,468,000 | 124 |
| Number of Non-Managed Accounts | $6,000 | 374 |
| Total fiduciary and related assets | $602,565,000 | 252 |
| Managed Assets ($) | $594,819,000 | 200 |
| Non-managed Assets ($) | $7,746,000 | 361 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,051,000 | 230 |
| 2014-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,465,000 | 159 |
| Number of Managed Accounts | $1,459,000 | 121 |
| Number of Non-Managed Accounts | $6,000 | 865 |
| Total fiduciary and related assets | $594,253,000 | 252 |
| Managed Assets ($) | $587,097,000 | 202 |
| Non-managed Assets ($) | $7,156,000 | 653 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,095,000 | 223 |
| 2014-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,461,000 | 156 |
| Number of Managed Accounts | $1,455,000 | 121 |
| Number of Non-Managed Accounts | $6,000 | 373 |
| Total fiduciary and related assets | $587,565,000 | 251 |
| Managed Assets ($) | $580,570,000 | 198 |
| Non-managed Assets ($) | $6,995,000 | 361 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,006,000 | 227 |
| 2014-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,446,000 | 155 |
| Number of Managed Accounts | $1,440,000 | 124 |
| Number of Non-Managed Accounts | $6,000 | 376 |
| Total fiduciary and related assets | $578,583,000 | 252 |
| Managed Assets ($) | $571,594,000 | 202 |
| Non-managed Assets ($) | $6,989,000 | 360 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,981,000 | 230 |
| 2014-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,408,000 | 161 |
| Number of Managed Accounts | $1,402,000 | 124 |
| Number of Non-Managed Accounts | $6,000 | 375 |
| Total fiduciary and related assets | $564,997,000 | 253 |
| Managed Assets ($) | $558,329,000 | 202 |
| Non-managed Assets ($) | $6,668,000 | 362 |
| Memoranda | ||
| Gross Fiduciary activities income | $967,000 | 240 |
| 2013-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,381,000 | 170 |
| Number of Managed Accounts | $1,375,000 | 123 |
| Number of Non-Managed Accounts | $6,000 | 884 |
| Total fiduciary and related assets | $549,560,000 | 254 |
| Managed Assets ($) | $543,417,000 | 202 |
| Non-managed Assets ($) | $6,143,000 | 694 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,388,000 | 238 |
| 2013-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,275,000 | 171 |
| Number of Managed Accounts | $1,270,000 | 127 |
| Number of Non-Managed Accounts | $5,000 | 363 |
| Total fiduciary and related assets | $500,584,000 | 258 |
| Managed Assets ($) | $497,291,000 | 212 |
| Non-managed Assets ($) | $3,293,000 | 363 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,516,000 | 238 |
| 2013-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,248,000 | 171 |
| Number of Managed Accounts | $1,243,000 | 129 |
| Number of Non-Managed Accounts | $5,000 | 364 |
| Total fiduciary and related assets | $477,347,000 | 261 |
| Managed Assets ($) | $474,193,000 | 216 |
| Non-managed Assets ($) | $3,154,000 | 367 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,658,000 | 241 |
| 2013-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,233,000 | 174 |
| Number of Managed Accounts | $1,228,000 | 129 |
| Number of Non-Managed Accounts | $5,000 | 368 |
| Total fiduciary and related assets | $470,981,000 | 262 |
| Managed Assets ($) | $467,962,000 | 213 |
| Non-managed Assets ($) | $3,019,000 | 374 |
| Memoranda | ||
| Gross Fiduciary activities income | $771,000 | 249 |
| 2012-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,184,000 | 185 |
| Number of Managed Accounts | $1,179,000 | 140 |
| Number of Non-Managed Accounts | $5,000 | 923 |
| Total fiduciary and related assets | $438,937,000 | 272 |
| Managed Assets ($) | $436,061,000 | 220 |
| Non-managed Assets ($) | $2,876,000 | 789 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,948,000 | 241 |
| 2012-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,176,000 | 174 |
| Number of Managed Accounts | $1,172,000 | 137 |
| Number of Non-Managed Accounts | $4,000 | 355 |
| Total fiduciary and related assets | $423,251,000 | 277 |
| Managed Assets ($) | $420,156,000 | 225 |
| Non-managed Assets ($) | $3,095,000 | 356 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,161,000 | 243 |
| 2012-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,137,000 | 176 |
| Number of Managed Accounts | $1,133,000 | 133 |
| Number of Non-Managed Accounts | $4,000 | 359 |
| Total fiduciary and related assets | $402,794,000 | 277 |
| Managed Assets ($) | $399,892,000 | 220 |
| Non-managed Assets ($) | $2,902,000 | 355 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,441,000 | 247 |
| 2012-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,112,000 | 181 |
| Number of Managed Accounts | $1,105,000 | 137 |
| Number of Non-Managed Accounts | $7,000 | 349 |
| Total fiduciary and related assets | $405,472,000 | 273 |
| Managed Assets ($) | $401,889,000 | 222 |
| Non-managed Assets ($) | $3,583,000 | 350 |
| Memoranda | ||
| Gross Fiduciary activities income | $694,000 | 254 |
| 2011-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,099,000 | 193 |
| Number of Managed Accounts | $1,092,000 | 139 |
| Number of Non-Managed Accounts | $7,000 | 910 |
| Total fiduciary and related assets | $383,775,000 | 280 |
| Managed Assets ($) | $380,405,000 | 228 |
| Non-managed Assets ($) | $3,370,000 | 764 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,693,000 | 217 |
| 2011-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,044,000 | 194 |
| Number of Managed Accounts | $1,037,000 | 144 |
| Number of Non-Managed Accounts | $7,000 | 366 |
| Total fiduciary and related assets | $365,048,000 | 276 |
| Managed Assets ($) | $361,772,000 | 227 |
| Non-managed Assets ($) | $3,276,000 | 362 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,031,000 | 216 |
| 2011-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,040,000 | 197 |
| Number of Managed Accounts | $1,033,000 | 145 |
| Number of Non-Managed Accounts | $7,000 | 368 |
| Total fiduciary and related assets | $342,489,000 | 290 |
| Managed Assets ($) | $339,079,000 | 243 |
| Non-managed Assets ($) | $3,410,000 | 370 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,330,000 | 221 |
| 2011-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,009,000 | 198 |
| Number of Managed Accounts | $1,003,000 | 142 |
| Number of Non-Managed Accounts | $6,000 | 374 |
| Total fiduciary and related assets | $338,216,000 | 292 |
| Managed Assets ($) | $335,244,000 | 246 |
| Non-managed Assets ($) | $2,972,000 | 375 |
| Memoranda | ||
| Gross Fiduciary activities income | $645,000 | 227 |
| 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 | $997,000 | 218 |
| Number of Managed Accounts | $990,000 | 151 |
| Number of Non-Managed Accounts | $7,000 | 952 |
| Total fiduciary and related assets | $344,408,000 | 290 |
| Managed Assets ($) | $327,950,000 | 247 |
| Non-managed Assets ($) | $16,458,000 | 517 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,434,000 | 228 |
| 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 | $971,000 | 205 |
| Number of Managed Accounts | $964,000 | 150 |
| Number of Non-Managed Accounts | $7,000 | 366 |
| Total fiduciary and related assets | $330,751,000 | 287 |
| Managed Assets ($) | $314,218,000 | 243 |
| Non-managed Assets ($) | $16,533,000 | 321 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,785,000 | 227 |
| 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 | $956,000 | 209 |
| Number of Managed Accounts | $949,000 | 148 |
| Number of Non-Managed Accounts | $7,000 | 363 |
| Total fiduciary and related assets | $317,226,000 | 285 |
| Managed Assets ($) | $297,949,000 | 242 |
| Non-managed Assets ($) | $19,277,000 | 314 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,168,000 | 233 |
| 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 | $916,000 | 213 |
| Number of Managed Accounts | $909,000 | 155 |
| Number of Non-Managed Accounts | $7,000 | 369 |
| Total fiduciary and related assets | $315,185,000 | 295 |
| Managed Assets ($) | $297,827,000 | 256 |
| Non-managed Assets ($) | $17,358,000 | 324 |
| Memoranda | ||
| Gross Fiduciary activities income | $581,000 | 233 |
| 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 | $874,000 | 249 |
| Number of Managed Accounts | $870,000 | 170 |
| Number of Non-Managed Accounts | $4,000 | 1,049 |
| Total fiduciary and related assets | $306,047,000 | 304 |
| Managed Assets ($) | $289,122,000 | 257 |
| Non-managed Assets ($) | $16,925,000 | 527 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,087,000 | 240 |
| 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 | $819,000 | 237 |
| Number of Managed Accounts | $815,000 | 180 |
| Number of Non-Managed Accounts | $4,000 | 369 |
| Total fiduciary and related assets | $315,842,000 | 297 |
| Managed Assets ($) | $299,258,000 | 250 |
| Non-managed Assets ($) | $16,584,000 | 305 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,533,000 | 239 |
| 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 | $830,000 | 239 |
| Number of Managed Accounts | $826,000 | 178 |
| Number of Non-Managed Accounts | $4,000 | 377 |
| Total fiduciary and related assets | $299,355,000 | 297 |
| Managed Assets ($) | $282,773,000 | 247 |
| Non-managed Assets ($) | $16,582,000 | 306 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,005,000 | 248 |
| 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 | $807,000 | 242 |
| Number of Managed Accounts | $804,000 | 184 |
| Number of Non-Managed Accounts | $3,000 | 380 |
| Total fiduciary and related assets | $288,710,000 | 296 |
| Managed Assets ($) | $287,700,000 | 242 |
| Non-managed Assets ($) | $1,010,000 | 375 |
| Memoranda | ||
| Gross Fiduciary activities income | $503,000 | 247 |
| 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 | $768,000 | 278 |
| Number of Managed Accounts | $765,000 | 204 |
| Number of Non-Managed Accounts | $3,000 | 1,088 |
| Total fiduciary and related assets | $281,171,000 | 306 |
| Managed Assets ($) | $280,153,000 | 252 |
| Non-managed Assets ($) | $1,018,000 | 979 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,064,000 | 260 |
| 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 | $728,000 | 253 |
| Number of Managed Accounts | $727,000 | 199 |
| Number of Non-Managed Accounts | $1,000 | 416 |
| Total fiduciary and related assets | $284,360,000 | 315 |
| Managed Assets ($) | $283,461,000 | 258 |
| Non-managed Assets ($) | $899,000 | 405 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,517,000 | 267 |
| 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 | $703,000 | 268 |
| Number of Managed Accounts | $702,000 | 208 |
| Number of Non-Managed Accounts | $1,000 | 422 |
| Total fiduciary and related assets | $266,807,000 | 342 |
| Managed Assets ($) | $265,829,000 | 280 |
| Non-managed Assets ($) | $978,000 | 409 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,026,000 | 273 |
| 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 | $655,000 | 278 |
| Number of Managed Accounts | $653,000 | 216 |
| Number of Non-Managed Accounts | $2,000 | 419 |
| Total fiduciary and related assets | $273,822,000 | 342 |
| Managed Assets ($) | $273,114,000 | 279 |
| Non-managed Assets ($) | $708,000 | 420 |
| Memoranda | ||
| Gross Fiduciary activities income | $529,000 | 268 |
| 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 | $614,000 | 326 |
| Number of Managed Accounts | $612,000 | 237 |
| Number of Non-Managed Accounts | $2,000 | 1,144 |
| Total fiduciary and related assets | $275,669,000 | 349 |
| Managed Assets ($) | $272,585,000 | 286 |
| Non-managed Assets ($) | $3,084,000 | 842 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,731,000 | 305 |
| 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 | $1,233,000 | 308 |
| 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 | $794,000 | 318 |
| 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 | $386,000 | 327 |
| 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 | $479,000 | 381 |
| Number of Managed Accounts | $478,000 | 288 |
| Number of Non-Managed Accounts | $1,000 | 1,246 |
| Total fiduciary and related assets | $222,713,000 | 401 |
| Managed Assets ($) | $220,863,000 | 333 |
| Non-managed Assets ($) | $1,850,000 | 936 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,526,000 | 320 |
| 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 | $1,148,000 | 320 |
| 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 | $767,000 | 323 |
| 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 | $374,000 | 325 |
| 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 | $505,000 | 372 |
| Number of Managed Accounts | $428,000 | 326 |
| Number of Non-Managed Accounts | $77,000 | 460 |
| Total fiduciary and related assets | $225,687,000 | 392 |
| Managed Assets ($) | $223,463,000 | 315 |
| Non-managed Assets ($) | $2,224,000 | 927 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,433,000 | 332 |
| 2005-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 444 |
| Number of Managed Accounts | $0 | 422 |
| Number of Non-Managed Accounts | $0 | 414 |
| Total fiduciary and related assets | $0 | 443 |
| Managed Assets ($) | $0 | 423 |
| Non-managed Assets ($) | $0 | 412 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,071,000 | 328 |
| 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 | $590,000 | 289 |
| Number of Managed Accounts | $397,000 | 293 |
| Number of Non-Managed Accounts | $193,000 | 188 |
| Total fiduciary and related assets | $217,692,000 | 370 |
| Managed Assets ($) | $214,329,000 | 305 |
| Non-managed Assets ($) | $3,363,000 | 392 |
| Memoranda | ||
| Gross Fiduciary activities income | $710,000 | 329 |
| 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 | $593,000 | 292 |
| Number of Managed Accounts | $380,000 | 296 |
| Number of Non-Managed Accounts | $213,000 | 179 |
| Total fiduciary and related assets | $216,435,000 | 370 |
| Managed Assets ($) | $213,090,000 | 309 |
| Non-managed Assets ($) | $3,345,000 | 395 |
| Memoranda | ||
| Gross Fiduciary activities income | $339,000 | 329 |
| 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 | $577,000 | 343 |
| Number of Managed Accounts | $372,000 | 345 |
| Number of Non-Managed Accounts | $205,000 | 253 |
| Total fiduciary and related assets | $214,159,000 | 399 |
| Managed Assets ($) | $211,069,000 | 325 |
| Non-managed Assets ($) | $3,090,000 | 871 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,239,000 | 333 |
| 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 | $557,000 | 300 |
| Number of Managed Accounts | $348,000 | 297 |
| Number of Non-Managed Accounts | $209,000 | 184 |
| Total fiduciary and related assets | $203,966,000 | 366 |
| Managed Assets ($) | $201,122,000 | 311 |
| Non-managed Assets ($) | $2,844,000 | 391 |
| Memoranda | ||
| Gross Fiduciary activities income | $906,000 | 347 |
| 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 | $547,000 | 309 |
| Number of Managed Accounts | $332,000 | 306 |
| Number of Non-Managed Accounts | $215,000 | 187 |
| Total fiduciary and related assets | $201,308,000 | 375 |
| Managed Assets ($) | $198,285,000 | 315 |
| Non-managed Assets ($) | $3,023,000 | 397 |
| Memoranda | ||
| Gross Fiduciary activities income | $583,000 | 354 |
| 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 | $499,000 | 324 |
| Number of Managed Accounts | $300,000 | 319 |
| Number of Non-Managed Accounts | $199,000 | 194 |
| Total fiduciary and related assets | $173,177,000 | 387 |
| Managed Assets ($) | $170,293,000 | 336 |
| Non-managed Assets ($) | $2,884,000 | 402 |
| Memoranda | ||
| Gross Fiduciary activities income | $282,000 | 364 |
| 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 | $490,000 | 412 |
| Number of Managed Accounts | $294,000 | 414 |
| Number of Non-Managed Accounts | $196,000 | 283 |
| Total fiduciary and related assets | $164,661,000 | 450 |
| Managed Assets ($) | $162,704,000 | 370 |
| Non-managed Assets ($) | $1,957,000 | 967 |
| Memoranda | ||
| Gross Fiduciary activities income | $904,000 | 401 |
| 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 | $452,000 | 346 |
| Number of Managed Accounts | $277,000 | 334 |
| Number of Non-Managed Accounts | $175,000 | 221 |
| Total fiduciary and related assets | $152,024,000 | 391 |
| Managed Assets ($) | $150,200,000 | 334 |
| Non-managed Assets ($) | $1,824,000 | 415 |
| Memoranda | ||
| Gross Fiduciary activities income | $624,000 | 429 |
| 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 | $431,000 | 357 |
| Number of Managed Accounts | $259,000 | 343 |
| Number of Non-Managed Accounts | $172,000 | 236 |
| Total fiduciary and related assets | $135,280,000 | 396 |
| Managed Assets ($) | $133,553,000 | 348 |
| Non-managed Assets ($) | $1,727,000 | 421 |
| Memoranda | ||
| Gross Fiduciary activities income | $396,000 | 443 |
| 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 | $341,000 | 384 |
| Number of Managed Accounts | $178,000 | 376 |
| Number of Non-Managed Accounts | $163,000 | 243 |
| Total fiduciary and related assets | $116,708,000 | 411 |
| Managed Assets ($) | $115,220,000 | 365 |
| Non-managed Assets ($) | $1,488,000 | 433 |
| Memoranda | ||
| Gross Fiduciary activities income | $215,000 | 434 |
| 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 | $340,000 | 529 |
| Number of Managed Accounts | $172,000 | 601 |
| Number of Non-Managed Accounts | $168,000 | 323 |
| Total fiduciary and related assets | $120,133,000 | 521 |
| Managed Assets ($) | $118,548,000 | 433 |
| Non-managed Assets ($) | $1,585,000 | 1,013 |
| Memoranda | ||
| Gross Fiduciary activities income | $674,000 | 484 |
| 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 | $282,000 | 552 |
| Number of Managed Accounts | $115,000 | 697 |
| Number of Non-Managed Accounts | $167,000 | 311 |
| Total fiduciary and related assets | $88,737,000 | 583 |
| Managed Assets ($) | $86,817,000 | 486 |
| Non-managed Assets ($) | $1,920,000 | 946 |
| Memoranda | ||
| Gross Fiduciary activities income | $545,000 | 570 |
| 2000-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,332 |
| 1999-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,380 |
| 1998-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,398 |
| 1997-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,450 |
| 1996-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,526 |
| 1995-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,590 |
| 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 | $0 | 1,599 |
| 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 | $0 | 1,630 |
| 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 | $0 | 1,658 |