Home > Century Bank and Trust > Fiduciary and Related Services
Century Bank and Trust, 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 | $1,270,000 | 204 |
| Number of Managed Accounts | $1,255,000 | 162 |
| Number of Non-Managed Accounts | $15,000 | 568 |
| Total fiduciary and related assets | $460,940,000 | 351 |
| Managed Assets ($) | $453,337,000 | 313 |
| Non-managed Assets ($) | $7,603,000 | 561 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,445,000 | 366 |
| 2023-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 5 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,220,000 | 202 |
| Number of Managed Accounts | $1,204,000 | 163 |
| Number of Non-Managed Accounts | $16,000 | 318 |
| Total fiduciary and related assets | $434,203,000 | 317 |
| Managed Assets ($) | $426,761,000 | 286 |
| Non-managed Assets ($) | $7,442,000 | 336 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,791,000 | 370 |
| 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 | $1,220,000 | 201 |
| Number of Managed Accounts | $1,204,000 | 164 |
| Number of Non-Managed Accounts | $16,000 | 370 |
| Total fiduciary and related assets | $441,156,000 | 348 |
| Managed Assets ($) | $433,899,000 | 309 |
| Non-managed Assets ($) | $7,257,000 | 393 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,175,000 | 367 |
| 2023-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,197,000 | 211 |
| Number of Managed Accounts | $1,182,000 | 171 |
| Number of Non-Managed Accounts | $15,000 | 326 |
| Total fiduciary and related assets | $387,058,000 | 339 |
| Managed Assets ($) | $379,982,000 | 309 |
| Non-managed Assets ($) | $7,076,000 | 345 |
| Memoranda | ||
| Gross Fiduciary activities income | $566,000 | 386 |
| 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 | $1,155,000 | 225 |
| Number of Managed Accounts | $1,140,000 | 185 |
| Number of Non-Managed Accounts | $15,000 | 600 |
| Total fiduciary and related assets | $363,834,000 | 390 |
| Managed Assets ($) | $356,181,000 | 346 |
| Non-managed Assets ($) | $7,653,000 | 577 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,254,000 | 397 |
| 2022-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,136,000 | 222 |
| Number of Managed Accounts | $1,121,000 | 186 |
| Number of Non-Managed Accounts | $15,000 | 335 |
| Total fiduciary and related assets | $336,994,000 | 353 |
| Managed Assets ($) | $329,798,000 | 321 |
| Non-managed Assets ($) | $7,196,000 | 353 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,697,000 | 394 |
| 2022-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,129,000 | 201 |
| Number of Managed Accounts | $1,114,000 | 172 |
| Number of Non-Managed Accounts | $15,000 | 354 |
| Total fiduciary and related assets | $399,289,000 | 322 |
| Managed Assets ($) | $340,203,000 | 305 |
| Non-managed Assets ($) | $59,086,000 | 273 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,139,000 | 355 |
| 2022-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,120,000 | 202 |
| Number of Managed Accounts | $1,103,000 | 173 |
| Number of Non-Managed Accounts | $17,000 | 295 |
| Total fiduciary and related assets | $387,783,000 | 304 |
| Managed Assets ($) | $368,595,000 | 279 |
| Non-managed Assets ($) | $19,188,000 | 289 |
| Memoranda | ||
| Gross Fiduciary activities income | $602,000 | 346 |
| 2021-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,103,000 | 210 |
| Number of Managed Accounts | $1,087,000 | 178 |
| Number of Non-Managed Accounts | $16,000 | 572 |
| Total fiduciary and related assets | $399,257,000 | 346 |
| Managed Assets ($) | $380,427,000 | 309 |
| Non-managed Assets ($) | $18,830,000 | 445 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,364,000 | 341 |
| 2021-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,088,000 | 208 |
| Number of Managed Accounts | $1,069,000 | 177 |
| Number of Non-Managed Accounts | $19,000 | 287 |
| Total fiduciary and related assets | $385,715,000 | 302 |
| Managed Assets ($) | $367,849,000 | 279 |
| Non-managed Assets ($) | $17,866,000 | 288 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,758,000 | 344 |
| 2021-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,072,000 | 215 |
| Number of Managed Accounts | $1,053,000 | 181 |
| Number of Non-Managed Accounts | $19,000 | 329 |
| Total fiduciary and related assets | $384,557,000 | 335 |
| Managed Assets ($) | $366,786,000 | 304 |
| Non-managed Assets ($) | $17,771,000 | 341 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,165,000 | 342 |
| 2021-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,079,000 | 209 |
| Number of Managed Accounts | $1,060,000 | 176 |
| Number of Non-Managed Accounts | $19,000 | 289 |
| Total fiduciary and related assets | $373,318,000 | 306 |
| Managed Assets ($) | $355,324,000 | 280 |
| Non-managed Assets ($) | $17,994,000 | 284 |
| Memoranda | ||
| Gross Fiduciary activities income | $572,000 | 339 |
| 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 | $1,061,000 | 218 |
| Number of Managed Accounts | $1,042,000 | 182 |
| Number of Non-Managed Accounts | $19,000 | 562 |
| Total fiduciary and related assets | $363,763,000 | 343 |
| Managed Assets ($) | $347,062,000 | 307 |
| Non-managed Assets ($) | $16,701,000 | 459 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,058,000 | 345 |
| 2020-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,063,000 | 206 |
| Number of Managed Accounts | $1,042,000 | 175 |
| Number of Non-Managed Accounts | $21,000 | 285 |
| Total fiduciary and related assets | $344,451,000 | 306 |
| Managed Assets ($) | $328,839,000 | 278 |
| Non-managed Assets ($) | $15,612,000 | 287 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,497,000 | 348 |
| 2020-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,052,000 | 215 |
| Number of Managed Accounts | $1,032,000 | 185 |
| Number of Non-Managed Accounts | $20,000 | 326 |
| Total fiduciary and related assets | $422,742,000 | 311 |
| Managed Assets ($) | $353,160,000 | 291 |
| Non-managed Assets ($) | $69,582,000 | 259 |
| Memoranda | ||
| Gross Fiduciary activities income | $927,000 | 360 |
| 2020-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,049,000 | 208 |
| Number of Managed Accounts | $1,029,000 | 179 |
| Number of Non-Managed Accounts | $20,000 | 286 |
| Total fiduciary and related assets | $295,091,000 | 311 |
| Managed Assets ($) | $283,165,000 | 280 |
| Non-managed Assets ($) | $11,926,000 | 298 |
| Memoranda | ||
| Gross Fiduciary activities income | $457,000 | 364 |
| 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 | $1,155,000 | 203 |
| Number of Managed Accounts | $1,007,000 | 186 |
| Number of Non-Managed Accounts | $148,000 | 209 |
| Total fiduciary and related assets | $344,473,000 | 343 |
| Managed Assets ($) | $329,407,000 | 304 |
| Non-managed Assets ($) | $15,066,000 | 479 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,071,000 | 337 |
| 2019-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,023,000 | 213 |
| Number of Managed Accounts | $1,002,000 | 183 |
| Number of Non-Managed Accounts | $21,000 | 291 |
| Total fiduciary and related assets | $328,305,000 | 318 |
| Managed Assets ($) | $313,907,000 | 286 |
| Non-managed Assets ($) | $14,398,000 | 295 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,528,000 | 348 |
| 2019-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,000,000 | 221 |
| Number of Managed Accounts | $979,000 | 189 |
| Number of Non-Managed Accounts | $21,000 | 315 |
| Total fiduciary and related assets | $327,910,000 | 344 |
| Managed Assets ($) | $312,674,000 | 306 |
| Non-managed Assets ($) | $15,236,000 | 321 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,005,000 | 348 |
| 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 | $993,000 | 225 |
| Number of Managed Accounts | $971,000 | 192 |
| Number of Non-Managed Accounts | $22,000 | 319 |
| Total fiduciary and related assets | $319,822,000 | 348 |
| Managed Assets ($) | $303,500,000 | 311 |
| Non-managed Assets ($) | $16,322,000 | 326 |
| Memoranda | ||
| Gross Fiduciary activities income | $501,000 | 341 |
| 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 | $973,000 | 233 |
| Number of Managed Accounts | $952,000 | 189 |
| Number of Non-Managed Accounts | $21,000 | 567 |
| Total fiduciary and related assets | $290,379,000 | 358 |
| Managed Assets ($) | $275,445,000 | 314 |
| Non-managed Assets ($) | $14,934,000 | 485 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,946,000 | 350 |
| 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 | $985,000 | 223 |
| Number of Managed Accounts | $952,000 | 189 |
| Number of Non-Managed Accounts | $33,000 | 301 |
| Total fiduciary and related assets | $320,080,000 | 359 |
| Managed Assets ($) | $302,771,000 | 313 |
| Non-managed Assets ($) | $17,309,000 | 330 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,469,000 | 354 |
| 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 | $961,000 | 226 |
| Number of Managed Accounts | $937,000 | 193 |
| Number of Non-Managed Accounts | $24,000 | 320 |
| Total fiduciary and related assets | $307,126,000 | 362 |
| Managed Assets ($) | $291,094,000 | 316 |
| Non-managed Assets ($) | $16,032,000 | 333 |
| Memoranda | ||
| Gross Fiduciary activities income | $967,000 | 359 |
| 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 | $952,000 | 230 |
| Number of Managed Accounts | $929,000 | 193 |
| Number of Non-Managed Accounts | $23,000 | 325 |
| Total fiduciary and related assets | $308,360,000 | 355 |
| Managed Assets ($) | $292,689,000 | 312 |
| Non-managed Assets ($) | $15,671,000 | 337 |
| Memoranda | ||
| Gross Fiduciary activities income | $461,000 | 364 |
| 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 | $942,000 | 240 |
| Number of Managed Accounts | $921,000 | 196 |
| Number of Non-Managed Accounts | $21,000 | 584 |
| Total fiduciary and related assets | $307,641,000 | 360 |
| Managed Assets ($) | $292,322,000 | 317 |
| Non-managed Assets ($) | $15,319,000 | 497 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,894,000 | 350 |
| 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 | $925,000 | 232 |
| Number of Managed Accounts | $903,000 | 195 |
| Number of Non-Managed Accounts | $22,000 | 315 |
| Total fiduciary and related assets | $303,502,000 | 355 |
| Managed Assets ($) | $288,978,000 | 318 |
| Non-managed Assets ($) | $14,524,000 | 333 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,383,000 | 354 |
| 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 | $927,000 | 228 |
| Number of Managed Accounts | $907,000 | 192 |
| Number of Non-Managed Accounts | $20,000 | 320 |
| Total fiduciary and related assets | $296,539,000 | 356 |
| Managed Assets ($) | $282,910,000 | 314 |
| Non-managed Assets ($) | $13,629,000 | 331 |
| Memoranda | ||
| Gross Fiduciary activities income | $911,000 | 357 |
| 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 | $909,000 | 231 |
| Number of Managed Accounts | $887,000 | 196 |
| Number of Non-Managed Accounts | $22,000 | 320 |
| Total fiduciary and related assets | $291,513,000 | 359 |
| Managed Assets ($) | $277,830,000 | 318 |
| Non-managed Assets ($) | $13,683,000 | 332 |
| Memoranda | ||
| Gross Fiduciary activities income | $455,000 | 358 |
| 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 | $891,000 | 237 |
| Number of Managed Accounts | $869,000 | 196 |
| Number of Non-Managed Accounts | $22,000 | 595 |
| Total fiduciary and related assets | $284,984,000 | 363 |
| Managed Assets ($) | $271,679,000 | 318 |
| Non-managed Assets ($) | $13,305,000 | 524 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,768,000 | 358 |
| 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 | $896,000 | 227 |
| Number of Managed Accounts | $872,000 | 194 |
| Number of Non-Managed Accounts | $24,000 | 323 |
| Total fiduciary and related assets | $287,748,000 | 356 |
| Managed Assets ($) | $274,842,000 | 311 |
| Non-managed Assets ($) | $12,906,000 | 339 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,325,000 | 356 |
| 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 | $884,000 | 232 |
| Number of Managed Accounts | $859,000 | 197 |
| Number of Non-Managed Accounts | $25,000 | 319 |
| Total fiduciary and related assets | $282,957,000 | 358 |
| Managed Assets ($) | $269,194,000 | 312 |
| Non-managed Assets ($) | $13,763,000 | 339 |
| Memoranda | ||
| Gross Fiduciary activities income | $895,000 | 351 |
| 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 | $890,000 | 227 |
| Number of Managed Accounts | $863,000 | 196 |
| Number of Non-Managed Accounts | $27,000 | 316 |
| Total fiduciary and related assets | $282,118,000 | 354 |
| Managed Assets ($) | $269,180,000 | 308 |
| Non-managed Assets ($) | $12,938,000 | 339 |
| Memoranda | ||
| Gross Fiduciary activities income | $457,000 | 347 |
| 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 | $859,000 | 246 |
| Number of Managed Accounts | $830,000 | 203 |
| Number of Non-Managed Accounts | $29,000 | 559 |
| Total fiduciary and related assets | $275,368,000 | 367 |
| Managed Assets ($) | $262,593,000 | 314 |
| Non-managed Assets ($) | $12,775,000 | 543 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,762,000 | 364 |
| 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 | $847,000 | 238 |
| Number of Managed Accounts | $817,000 | 200 |
| Number of Non-Managed Accounts | $30,000 | 301 |
| Total fiduciary and related assets | $269,749,000 | 363 |
| Managed Assets ($) | $256,660,000 | 315 |
| Non-managed Assets ($) | $13,089,000 | 339 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,319,000 | 364 |
| 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 | $849,000 | 242 |
| Number of Managed Accounts | $822,000 | 202 |
| Number of Non-Managed Accounts | $27,000 | 316 |
| Total fiduciary and related assets | $282,383,000 | 366 |
| Managed Assets ($) | $268,165,000 | 316 |
| Non-managed Assets ($) | $14,218,000 | 342 |
| Memoranda | ||
| Gross Fiduciary activities income | $888,000 | 366 |
| 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 | $825,000 | 243 |
| Number of Managed Accounts | $800,000 | 202 |
| Number of Non-Managed Accounts | $25,000 | 322 |
| Total fiduciary and related assets | $278,383,000 | 373 |
| Managed Assets ($) | $262,434,000 | 321 |
| Non-managed Assets ($) | $15,949,000 | 339 |
| Memoranda | ||
| Gross Fiduciary activities income | $431,000 | 369 |
| 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 | $806,000 | 257 |
| Number of Managed Accounts | $780,000 | 208 |
| Number of Non-Managed Accounts | $26,000 | 606 |
| Total fiduciary and related assets | $275,973,000 | 379 |
| Managed Assets ($) | $259,206,000 | 322 |
| Non-managed Assets ($) | $16,767,000 | 514 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,690,000 | 367 |
| 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 | $785,000 | 250 |
| Number of Managed Accounts | $759,000 | 209 |
| Number of Non-Managed Accounts | $26,000 | 316 |
| Total fiduciary and related assets | $290,474,000 | 361 |
| Managed Assets ($) | $273,545,000 | 313 |
| Non-managed Assets ($) | $16,929,000 | 333 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,213,000 | 377 |
| 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 | $769,000 | 253 |
| Number of Managed Accounts | $742,000 | 211 |
| Number of Non-Managed Accounts | $27,000 | 311 |
| Total fiduciary and related assets | $293,221,000 | 359 |
| Managed Assets ($) | $275,700,000 | 312 |
| Non-managed Assets ($) | $17,521,000 | 331 |
| Memoranda | ||
| Gross Fiduciary activities income | $794,000 | 380 |
| 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 | $755,000 | 260 |
| Number of Managed Accounts | $730,000 | 214 |
| Number of Non-Managed Accounts | $25,000 | 319 |
| Total fiduciary and related assets | $282,379,000 | 364 |
| Managed Assets ($) | $265,721,000 | 314 |
| Non-managed Assets ($) | $16,658,000 | 336 |
| Memoranda | ||
| Gross Fiduciary activities income | $395,000 | 377 |
| 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 | $741,000 | 273 |
| Number of Managed Accounts | $716,000 | 219 |
| Number of Non-Managed Accounts | $25,000 | 629 |
| Total fiduciary and related assets | $278,029,000 | 366 |
| Managed Assets ($) | $260,833,000 | 315 |
| Non-managed Assets ($) | $17,196,000 | 512 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,539,000 | 372 |
| 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 | $732,000 | 257 |
| Number of Managed Accounts | $705,000 | 210 |
| Number of Non-Managed Accounts | $27,000 | 302 |
| Total fiduciary and related assets | $267,249,000 | 358 |
| Managed Assets ($) | $251,040,000 | 304 |
| Non-managed Assets ($) | $16,209,000 | 329 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,118,000 | 377 |
| 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 | $720,000 | 256 |
| Number of Managed Accounts | $694,000 | 210 |
| Number of Non-Managed Accounts | $26,000 | 306 |
| Total fiduciary and related assets | $265,897,000 | 359 |
| Managed Assets ($) | $250,272,000 | 299 |
| Non-managed Assets ($) | $15,625,000 | 330 |
| Memoranda | ||
| Gross Fiduciary activities income | $746,000 | 379 |
| 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 | $699,000 | 267 |
| Number of Managed Accounts | $672,000 | 220 |
| Number of Non-Managed Accounts | $27,000 | 304 |
| Total fiduciary and related assets | $264,144,000 | 361 |
| Managed Assets ($) | $248,461,000 | 300 |
| Non-managed Assets ($) | $15,683,000 | 332 |
| Memoranda | ||
| Gross Fiduciary activities income | $373,000 | 377 |
| 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 | $673,000 | 294 |
| Number of Managed Accounts | $644,000 | 234 |
| Number of Non-Managed Accounts | $29,000 | 606 |
| Total fiduciary and related assets | $251,361,000 | 368 |
| Managed Assets ($) | $236,558,000 | 306 |
| Non-managed Assets ($) | $14,803,000 | 543 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,421,000 | 377 |
| 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 | $640,000 | 269 |
| Number of Managed Accounts | $610,000 | 230 |
| Number of Non-Managed Accounts | $30,000 | 289 |
| Total fiduciary and related assets | $252,308,000 | 350 |
| Managed Assets ($) | $236,328,000 | 297 |
| Non-managed Assets ($) | $15,980,000 | 317 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,076,000 | 377 |
| 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 | $607,000 | 274 |
| Number of Managed Accounts | $577,000 | 235 |
| Number of Non-Managed Accounts | $30,000 | 293 |
| Total fiduciary and related assets | $245,824,000 | 351 |
| Managed Assets ($) | $230,528,000 | 298 |
| Non-managed Assets ($) | $15,296,000 | 319 |
| Memoranda | ||
| Gross Fiduciary activities income | $724,000 | 374 |
| 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 | $609,000 | 274 |
| Number of Managed Accounts | $580,000 | 232 |
| Number of Non-Managed Accounts | $29,000 | 294 |
| Total fiduciary and related assets | $247,725,000 | 351 |
| Managed Assets ($) | $231,856,000 | 300 |
| Non-managed Assets ($) | $15,869,000 | 317 |
| Memoranda | ||
| Gross Fiduciary activities income | $363,000 | 370 |
| 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 | $608,000 | 313 |
| Number of Managed Accounts | $577,000 | 250 |
| Number of Non-Managed Accounts | $31,000 | 600 |
| Total fiduciary and related assets | $240,276,000 | 366 |
| Managed Assets ($) | $224,750,000 | 307 |
| Non-managed Assets ($) | $15,526,000 | 535 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,392,000 | 335 |
| 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 | $594,000 | 278 |
| Number of Managed Accounts | $562,000 | 235 |
| Number of Non-Managed Accounts | $32,000 | 298 |
| Total fiduciary and related assets | $227,477,000 | 345 |
| Managed Assets ($) | $213,056,000 | 297 |
| Non-managed Assets ($) | $14,421,000 | 325 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,014,000 | 336 |
| 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 | $600,000 | 280 |
| Number of Managed Accounts | $570,000 | 236 |
| Number of Non-Managed Accounts | $30,000 | 302 |
| Total fiduciary and related assets | $235,451,000 | 352 |
| Managed Assets ($) | $220,136,000 | 305 |
| Non-managed Assets ($) | $15,315,000 | 327 |
| Memoranda | ||
| Gross Fiduciary activities income | $676,000 | 344 |
| 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 | $587,000 | 283 |
| Number of Managed Accounts | $554,000 | 238 |
| Number of Non-Managed Accounts | $33,000 | 298 |
| Total fiduciary and related assets | $234,442,000 | 357 |
| Managed Assets ($) | $219,291,000 | 314 |
| Non-managed Assets ($) | $15,151,000 | 324 |
| Memoranda | ||
| Gross Fiduciary activities income | $338,000 | 345 |
| 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 | $563,000 | 335 |
| Number of Managed Accounts | $530,000 | 264 |
| Number of Non-Managed Accounts | $33,000 | 619 |
| Total fiduciary and related assets | $230,272,000 | 369 |
| Managed Assets ($) | $215,581,000 | 319 |
| Non-managed Assets ($) | $14,691,000 | 545 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,278,000 | 346 |
| 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 | $539,000 | 292 |
| Number of Managed Accounts | $509,000 | 243 |
| Number of Non-Managed Accounts | $30,000 | 296 |
| Total fiduciary and related assets | $221,148,000 | 341 |
| Managed Assets ($) | $207,072,000 | 293 |
| Non-managed Assets ($) | $14,076,000 | 327 |
| Memoranda | ||
| Gross Fiduciary activities income | $939,000 | 348 |
| 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 | $533,000 | 296 |
| Number of Managed Accounts | $501,000 | 245 |
| Number of Non-Managed Accounts | $32,000 | 296 |
| Total fiduciary and related assets | $211,179,000 | 342 |
| Managed Assets ($) | $197,486,000 | 294 |
| Non-managed Assets ($) | $13,693,000 | 327 |
| Memoranda | ||
| Gross Fiduciary activities income | $638,000 | 343 |
| 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 | $499,000 | 304 |
| Number of Managed Accounts | $469,000 | 254 |
| Number of Non-Managed Accounts | $30,000 | 304 |
| Total fiduciary and related assets | $218,385,000 | 352 |
| Managed Assets ($) | $205,612,000 | 297 |
| Non-managed Assets ($) | $12,773,000 | 335 |
| Memoranda | ||
| Gross Fiduciary activities income | $338,000 | 338 |
| 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 | $479,000 | 388 |
| Number of Managed Accounts | $448,000 | 305 |
| Number of Non-Managed Accounts | $31,000 | 661 |
| Total fiduciary and related assets | $213,862,000 | 384 |
| Managed Assets ($) | $200,931,000 | 316 |
| Non-managed Assets ($) | $12,931,000 | 568 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,243,000 | 337 |
| 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 | $483,000 | 306 |
| Number of Managed Accounts | $443,000 | 262 |
| Number of Non-Managed Accounts | $40,000 | 271 |
| Total fiduciary and related assets | $213,756,000 | 337 |
| Managed Assets ($) | $198,040,000 | 294 |
| Non-managed Assets ($) | $15,716,000 | 307 |
| Memoranda | ||
| Gross Fiduciary activities income | $995,000 | 325 |
| 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 | $485,000 | 306 |
| Number of Managed Accounts | $442,000 | 263 |
| Number of Non-Managed Accounts | $43,000 | 276 |
| Total fiduciary and related assets | $202,730,000 | 345 |
| Managed Assets ($) | $185,813,000 | 303 |
| Non-managed Assets ($) | $16,917,000 | 305 |
| Memoranda | ||
| Gross Fiduciary activities income | $637,000 | 336 |
| 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 | $481,000 | 308 |
| Number of Managed Accounts | $437,000 | 264 |
| Number of Non-Managed Accounts | $44,000 | 274 |
| Total fiduciary and related assets | $192,681,000 | 346 |
| Managed Assets ($) | $177,531,000 | 305 |
| Non-managed Assets ($) | $15,150,000 | 307 |
| Memoranda | ||
| Gross Fiduciary activities income | $321,000 | 329 |
| 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 | $487,000 | 388 |
| Number of Managed Accounts | $437,000 | 308 |
| Number of Non-Managed Accounts | $50,000 | 536 |
| Total fiduciary and related assets | $197,926,000 | 386 |
| Managed Assets ($) | $181,065,000 | 331 |
| Non-managed Assets ($) | $16,861,000 | 511 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,323,000 | 350 |
| 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 | $0 | 441 |
| Number of Managed Accounts | $0 | 419 |
| Number of Non-Managed Accounts | $0 | 421 |
| Total fiduciary and related assets | $0 | 440 |
| Managed Assets ($) | $0 | 419 |
| Non-managed Assets ($) | $0 | 420 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,036,000 | 341 |
| 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 | $0 | 450 |
| Number of Managed Accounts | $0 | 425 |
| Number of Non-Managed Accounts | $0 | 427 |
| Total fiduciary and related assets | $0 | 449 |
| Managed Assets ($) | $0 | 425 |
| Non-managed Assets ($) | $0 | 426 |
| Memoranda | ||
| Gross Fiduciary activities income | $691,000 | 349 |
| 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 | $0 | 460 |
| Number of Managed Accounts | $0 | 434 |
| Number of Non-Managed Accounts | $0 | 433 |
| Total fiduciary and related assets | $0 | 459 |
| Managed Assets ($) | $0 | 434 |
| Non-managed Assets ($) | $0 | 431 |
| Memoranda | ||
| Gross Fiduciary activities income | $356,000 | 342 |
| 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 | $474,000 | 394 |
| Number of Managed Accounts | $424,000 | 315 |
| Number of Non-Managed Accounts | $50,000 | 546 |
| Total fiduciary and related assets | $235,818,000 | 394 |
| Managed Assets ($) | $206,734,000 | 354 |
| Non-managed Assets ($) | $29,084,000 | 441 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,346,000 | 352 |
| 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 | $1,005,000 | 349 |
| 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 | $675,000 | 348 |
| 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 | $337,000 | 352 |
| 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 | $459,000 | 393 |
| Number of Managed Accounts | $407,000 | 321 |
| Number of Non-Managed Accounts | $52,000 | 541 |
| Total fiduciary and related assets | $231,097,000 | 389 |
| Managed Assets ($) | $187,788,000 | 369 |
| Non-managed Assets ($) | $43,309,000 | 369 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,225,000 | 351 |
| 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 | $960,000 | 348 |
| 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 | $641,000 | 351 |
| 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 | $319,000 | 351 |
| 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 | $458,000 | 403 |
| Number of Managed Accounts | $411,000 | 336 |
| Number of Non-Managed Accounts | $47,000 | 589 |
| Total fiduciary and related assets | $203,633,000 | 413 |
| Managed Assets ($) | $170,940,000 | 369 |
| Non-managed Assets ($) | $32,693,000 | 423 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,203,000 | 362 |
| 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 | $461,000 | 319 |
| Number of Managed Accounts | $415,000 | 279 |
| Number of Non-Managed Accounts | $46,000 | 295 |
| Total fiduciary and related assets | $205,791,000 | 363 |
| Managed Assets ($) | $174,223,000 | 326 |
| Non-managed Assets ($) | $31,568,000 | 308 |
| Memoranda | ||
| Gross Fiduciary activities income | $926,000 | 350 |
| 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 | $459,000 | 325 |
| Number of Managed Accounts | $412,000 | 289 |
| Number of Non-Managed Accounts | $47,000 | 298 |
| Total fiduciary and related assets | $202,645,000 | 372 |
| Managed Assets ($) | $171,271,000 | 334 |
| Non-managed Assets ($) | $31,374,000 | 313 |
| Memoranda | ||
| Gross Fiduciary activities income | $638,000 | 343 |
| 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 | $458,000 | 329 |
| Number of Managed Accounts | $411,000 | 293 |
| Number of Non-Managed Accounts | $47,000 | 301 |
| Total fiduciary and related assets | $198,868,000 | 376 |
| Managed Assets ($) | $166,314,000 | 336 |
| Non-managed Assets ($) | $32,554,000 | 313 |
| Memoranda | ||
| Gross Fiduciary activities income | $319,000 | 340 |
| 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 | $445,000 | 414 |
| Number of Managed Accounts | $398,000 | 336 |
| Number of Non-Managed Accounts | $47,000 | 608 |
| Total fiduciary and related assets | $201,591,000 | 417 |
| Managed Assets ($) | $168,789,000 | 363 |
| Non-managed Assets ($) | $32,802,000 | 413 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,159,000 | 351 |
| 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 | $905,000 | 348 |
| 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 | $603,000 | 349 |
| 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 | $301,000 | 351 |
| 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 | $433,000 | 438 |
| Number of Managed Accounts | $394,000 | 346 |
| Number of Non-Managed Accounts | $39,000 | 680 |
| Total fiduciary and related assets | $187,973,000 | 422 |
| Managed Assets ($) | $159,074,000 | 372 |
| Non-managed Assets ($) | $28,899,000 | 444 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,098,000 | 363 |
| 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 | $823,000 | 375 |
| 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 | $526,000 | 384 |
| 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 | $252,000 | 398 |
| 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 | $406,000 | 476 |
| Number of Managed Accounts | $380,000 | 374 |
| Number of Non-Managed Accounts | $26,000 | 802 |
| Total fiduciary and related assets | $145,118,000 | 475 |
| Managed Assets ($) | $128,994,000 | 419 |
| Non-managed Assets ($) | $16,124,000 | 557 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,090,000 | 389 |
| 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 | $425,000 | 437 |
| Number of Managed Accounts | $397,000 | 339 |
| Number of Non-Managed Accounts | $28,000 | 748 |
| Total fiduciary and related assets | $167,457,000 | 426 |
| Managed Assets ($) | $150,069,000 | 373 |
| Non-managed Assets ($) | $17,388,000 | 535 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,120,000 | 396 |
| 2000-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,145,000 | 395 |
| 1999-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,024,000 | 463 |
| 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 | $949,000 | 476 |
| 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 | $660,000 | 576 |
| 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 | $492,000 | 712 |
| 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 | $377,000 | 819 |
| 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 | $322,000 | 880 |
| 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 | $297,000 | 941 |
| 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 | $264,000 | 1,003 |