Home > Citizens State Bank and Trust Co., Ellsworth, Kansas > Fiduciary and Related Services
Citizens State Bank and Trust Co., Ellsworth, Kansas, 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 | $499,000 | 371 |
| Number of Managed Accounts | $337,000 | 385 |
| Number of Non-Managed Accounts | $162,000 | 194 |
| Total fiduciary and related assets | $237,618,000 | 452 |
| Managed Assets ($) | $203,824,000 | 433 |
| Non-managed Assets ($) | $33,794,000 | 399 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,456,000 | 450 |
| 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 | $491,000 | 303 |
| Number of Managed Accounts | $333,000 | 301 |
| Number of Non-Managed Accounts | $158,000 | 154 |
| Total fiduciary and related assets | $221,904,000 | 355 |
| Managed Assets ($) | $189,257,000 | 340 |
| Non-managed Assets ($) | $32,647,000 | 287 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,078,000 | 448 |
| 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 | $490,000 | 348 |
| Number of Managed Accounts | $332,000 | 350 |
| Number of Non-Managed Accounts | $158,000 | 167 |
| Total fiduciary and related assets | $230,376,000 | 428 |
| Managed Assets ($) | $196,703,000 | 406 |
| Non-managed Assets ($) | $33,673,000 | 335 |
| Memoranda | ||
| Gross Fiduciary activities income | $705,000 | 445 |
| 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 | $487,000 | 313 |
| Number of Managed Accounts | $333,000 | 308 |
| Number of Non-Managed Accounts | $154,000 | 159 |
| Total fiduciary and related assets | $220,909,000 | 366 |
| Managed Assets ($) | $188,103,000 | 348 |
| Non-managed Assets ($) | $32,806,000 | 295 |
| Memoranda | ||
| Gross Fiduciary activities income | $355,000 | 456 |
| 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 | $477,000 | 382 |
| Number of Managed Accounts | $328,000 | 394 |
| Number of Non-Managed Accounts | $149,000 | 208 |
| Total fiduciary and related assets | $208,117,000 | 473 |
| Managed Assets ($) | $182,127,000 | 448 |
| Non-managed Assets ($) | $25,990,000 | 434 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,373,000 | 468 |
| 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 | $466,000 | 324 |
| Number of Managed Accounts | $317,000 | 325 |
| Number of Non-Managed Accounts | $149,000 | 167 |
| Total fiduciary and related assets | $197,366,000 | 383 |
| Managed Assets ($) | $172,401,000 | 362 |
| Non-managed Assets ($) | $24,965,000 | 318 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,007,000 | 474 |
| 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 | $460,000 | 329 |
| Number of Managed Accounts | $314,000 | 341 |
| Number of Non-Managed Accounts | $146,000 | 160 |
| Total fiduciary and related assets | $205,842,000 | 412 |
| Managed Assets ($) | $181,073,000 | 392 |
| Non-managed Assets ($) | $24,769,000 | 328 |
| Memoranda | ||
| Gross Fiduciary activities income | $667,000 | 437 |
| 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 | $447,000 | 291 |
| Number of Managed Accounts | $295,000 | 299 |
| Number of Non-Managed Accounts | $152,000 | 149 |
| Total fiduciary and related assets | $223,872,000 | 341 |
| Managed Assets ($) | $191,301,000 | 327 |
| Non-managed Assets ($) | $32,571,000 | 272 |
| Memoranda | ||
| Gross Fiduciary activities income | $339,000 | 439 |
| 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 | $436,000 | 358 |
| Number of Managed Accounts | $287,000 | 391 |
| Number of Non-Managed Accounts | $149,000 | 188 |
| Total fiduciary and related assets | $223,601,000 | 440 |
| Managed Assets ($) | $193,913,000 | 413 |
| Non-managed Assets ($) | $29,688,000 | 396 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,303,000 | 435 |
| 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 | $435,000 | 291 |
| Number of Managed Accounts | $288,000 | 299 |
| Number of Non-Managed Accounts | $147,000 | 152 |
| Total fiduciary and related assets | $212,520,000 | 332 |
| Managed Assets ($) | $184,571,000 | 315 |
| Non-managed Assets ($) | $27,949,000 | 273 |
| Memoranda | ||
| Gross Fiduciary activities income | $958,000 | 433 |
| 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 | $386,000 | 343 |
| Number of Managed Accounts | $288,000 | 342 |
| Number of Non-Managed Accounts | $98,000 | 195 |
| Total fiduciary and related assets | $214,944,000 | 398 |
| Managed Assets ($) | $190,510,000 | 372 |
| Non-managed Assets ($) | $24,434,000 | 324 |
| Memoranda | ||
| Gross Fiduciary activities income | $614,000 | 436 |
| 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 | $426,000 | 294 |
| Number of Managed Accounts | $376,000 | 278 |
| Number of Non-Managed Accounts | $50,000 | 241 |
| Total fiduciary and related assets | $209,343,000 | 334 |
| Managed Assets ($) | $199,941,000 | 314 |
| Non-managed Assets ($) | $9,402,000 | 302 |
| Memoranda | ||
| Gross Fiduciary activities income | $297,000 | 443 |
| 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 | $427,000 | 366 |
| Number of Managed Accounts | $376,000 | 335 |
| Number of Non-Managed Accounts | $51,000 | 381 |
| Total fiduciary and related assets | $199,358,000 | 446 |
| Managed Assets ($) | $190,907,000 | 401 |
| Non-managed Assets ($) | $8,451,000 | 555 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,073,000 | 445 |
| 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 | $436,000 | 291 |
| Number of Managed Accounts | $376,000 | 278 |
| Number of Non-Managed Accounts | $60,000 | 230 |
| Total fiduciary and related assets | $183,998,000 | 335 |
| Managed Assets ($) | $175,489,000 | 317 |
| Non-managed Assets ($) | $8,509,000 | 309 |
| Memoranda | ||
| Gross Fiduciary activities income | $797,000 | 445 |
| 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 | $421,000 | 330 |
| Number of Managed Accounts | $371,000 | 310 |
| Number of Non-Managed Accounts | $50,000 | 259 |
| Total fiduciary and related assets | $176,263,000 | 394 |
| Managed Assets ($) | $167,563,000 | 366 |
| Non-managed Assets ($) | $8,700,000 | 358 |
| Memoranda | ||
| Gross Fiduciary activities income | $532,000 | 448 |
| 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 | $411,000 | 296 |
| Number of Managed Accounts | $364,000 | 279 |
| Number of Non-Managed Accounts | $47,000 | 246 |
| Total fiduciary and related assets | $157,469,000 | 338 |
| Managed Assets ($) | $150,544,000 | 319 |
| Non-managed Assets ($) | $6,925,000 | 312 |
| Memoranda | ||
| Gross Fiduciary activities income | $265,000 | 451 |
| 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 | $398,000 | 379 |
| Number of Managed Accounts | $353,000 | 348 |
| Number of Non-Managed Accounts | $45,000 | 427 |
| Total fiduciary and related assets | $180,315,000 | 453 |
| Managed Assets ($) | $173,275,000 | 405 |
| Non-managed Assets ($) | $7,040,000 | 564 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,021,000 | 452 |
| 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 | $389,000 | 304 |
| Number of Managed Accounts | $345,000 | 285 |
| Number of Non-Managed Accounts | $44,000 | 257 |
| Total fiduciary and related assets | $165,713,000 | 341 |
| Managed Assets ($) | $160,317,000 | 320 |
| Non-managed Assets ($) | $5,396,000 | 318 |
| Memoranda | ||
| Gross Fiduciary activities income | $740,000 | 459 |
| 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 | $382,000 | 335 |
| Number of Managed Accounts | $339,000 | 315 |
| Number of Non-Managed Accounts | $43,000 | 272 |
| Total fiduciary and related assets | $162,785,000 | 381 |
| Managed Assets ($) | $157,510,000 | 356 |
| Non-managed Assets ($) | $5,275,000 | 354 |
| Memoranda | ||
| Gross Fiduciary activities income | $481,000 | 463 |
| 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 | $378,000 | 339 |
| Number of Managed Accounts | $336,000 | 316 |
| Number of Non-Managed Accounts | $42,000 | 278 |
| Total fiduciary and related assets | $154,708,000 | 387 |
| Managed Assets ($) | $149,226,000 | 362 |
| Non-managed Assets ($) | $5,482,000 | 361 |
| Memoranda | ||
| Gross Fiduciary activities income | $234,000 | 471 |
| 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 | $354,000 | 416 |
| Number of Managed Accounts | $323,000 | 372 |
| Number of Non-Managed Accounts | $31,000 | 505 |
| Total fiduciary and related assets | $138,491,000 | 493 |
| Managed Assets ($) | $134,299,000 | 437 |
| Non-managed Assets ($) | $4,192,000 | 646 |
| Memoranda | ||
| Gross Fiduciary activities income | $910,000 | 482 |
| 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 | $348,000 | 345 |
| Number of Managed Accounts | $319,000 | 323 |
| Number of Non-Managed Accounts | $29,000 | 309 |
| Total fiduciary and related assets | $154,453,000 | 389 |
| Managed Assets ($) | $150,245,000 | 365 |
| Non-managed Assets ($) | $4,208,000 | 371 |
| Memoranda | ||
| Gross Fiduciary activities income | $672,000 | 479 |
| 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 | $351,000 | 344 |
| Number of Managed Accounts | $315,000 | 325 |
| Number of Non-Managed Accounts | $36,000 | 288 |
| Total fiduciary and related assets | $146,685,000 | 393 |
| Managed Assets ($) | $141,384,000 | 372 |
| Non-managed Assets ($) | $5,301,000 | 366 |
| Memoranda | ||
| Gross Fiduciary activities income | $445,000 | 476 |
| 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 | $314,000 | 358 |
| Number of Managed Accounts | $310,000 | 329 |
| Number of Non-Managed Accounts | $4,000 | 369 |
| Total fiduciary and related assets | $142,708,000 | 397 |
| Managed Assets ($) | $138,560,000 | 374 |
| Non-managed Assets ($) | $4,148,000 | 376 |
| Memoranda | ||
| Gross Fiduciary activities income | $224,000 | 487 |
| 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 | $316,000 | 450 |
| Number of Managed Accounts | $316,000 | 375 |
| Number of Non-Managed Accounts | $0 | 965 |
| Total fiduciary and related assets | $138,645,000 | 499 |
| Managed Assets ($) | $138,645,000 | 444 |
| Non-managed Assets ($) | $0 | 958 |
| Memoranda | ||
| Gross Fiduciary activities income | $819,000 | 491 |
| 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 | $307,000 | 358 |
| Number of Managed Accounts | $307,000 | 329 |
| Number of Non-Managed Accounts | $0 | 384 |
| Total fiduciary and related assets | $134,566,000 | 394 |
| Managed Assets ($) | $134,566,000 | 370 |
| Non-managed Assets ($) | $0 | 384 |
| Memoranda | ||
| Gross Fiduciary activities income | $606,000 | 494 |
| 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 | $302,000 | 358 |
| Number of Managed Accounts | $302,000 | 328 |
| Number of Non-Managed Accounts | $0 | 386 |
| Total fiduciary and related assets | $130,431,000 | 395 |
| Managed Assets ($) | $130,431,000 | 371 |
| Non-managed Assets ($) | $0 | 386 |
| Memoranda | ||
| Gross Fiduciary activities income | $393,000 | 500 |
| 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 | $299,000 | 359 |
| Number of Managed Accounts | $299,000 | 330 |
| Number of Non-Managed Accounts | $0 | 388 |
| Total fiduciary and related assets | $126,238,000 | 398 |
| Managed Assets ($) | $126,238,000 | 374 |
| Non-managed Assets ($) | $0 | 388 |
| Memoranda | ||
| Gross Fiduciary activities income | $189,000 | 517 |
| 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 | $284,000 | 470 |
| Number of Managed Accounts | $284,000 | 393 |
| Number of Non-Managed Accounts | $0 | 999 |
| Total fiduciary and related assets | $117,210,000 | 531 |
| Managed Assets ($) | $117,210,000 | 476 |
| Non-managed Assets ($) | $0 | 989 |
| Memoranda | ||
| Gross Fiduciary activities income | $748,000 | 506 |
| 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 | $284,000 | 365 |
| Number of Managed Accounts | $284,000 | 333 |
| Number of Non-Managed Accounts | $0 | 399 |
| Total fiduciary and related assets | $115,529,000 | 399 |
| Managed Assets ($) | $115,529,000 | 377 |
| Non-managed Assets ($) | $0 | 397 |
| Memoranda | ||
| Gross Fiduciary activities income | $541,000 | 514 |
| 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 | $281,000 | 365 |
| Number of Managed Accounts | $281,000 | 334 |
| Number of Non-Managed Accounts | $0 | 404 |
| Total fiduciary and related assets | $111,515,000 | 401 |
| Managed Assets ($) | $111,515,000 | 379 |
| Non-managed Assets ($) | $0 | 403 |
| Memoranda | ||
| Gross Fiduciary activities income | $359,000 | 521 |
| 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 | $272,000 | 367 |
| Number of Managed Accounts | $272,000 | 339 |
| Number of Non-Managed Accounts | $0 | 403 |
| Total fiduciary and related assets | $109,110,000 | 402 |
| Managed Assets ($) | $109,110,000 | 379 |
| Non-managed Assets ($) | $0 | 403 |
| Memoranda | ||
| Gross Fiduciary activities income | $180,000 | 519 |
| 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 | $266,000 | 489 |
| Number of Managed Accounts | $266,000 | 407 |
| Number of Non-Managed Accounts | $0 | 1,030 |
| Total fiduciary and related assets | $105,505,000 | 555 |
| Managed Assets ($) | $105,505,000 | 489 |
| Non-managed Assets ($) | $0 | 1,021 |
| Memoranda | ||
| Gross Fiduciary activities income | $678,000 | 539 |
| 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 | $267,000 | 369 |
| Number of Managed Accounts | $267,000 | 339 |
| Number of Non-Managed Accounts | $0 | 398 |
| Total fiduciary and related assets | $99,872,000 | 399 |
| Managed Assets ($) | $99,872,000 | 375 |
| Non-managed Assets ($) | $0 | 397 |
| Memoranda | ||
| Gross Fiduciary activities income | $509,000 | 542 |
| 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 | $267,000 | 370 |
| Number of Managed Accounts | $267,000 | 341 |
| Number of Non-Managed Accounts | $0 | 403 |
| Total fiduciary and related assets | $101,936,000 | 403 |
| Managed Assets ($) | $101,936,000 | 379 |
| Non-managed Assets ($) | $0 | 401 |
| Memoranda | ||
| Gross Fiduciary activities income | $340,000 | 549 |
| 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 | $263,000 | 372 |
| Number of Managed Accounts | $263,000 | 344 |
| Number of Non-Managed Accounts | $0 | 403 |
| Total fiduciary and related assets | $100,409,000 | 405 |
| Managed Assets ($) | $100,409,000 | 378 |
| Non-managed Assets ($) | $0 | 402 |
| Memoranda | ||
| Gross Fiduciary activities income | $170,000 | 552 |
| 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 | $1,188,000 | 190 |
| Number of Managed Accounts | $1,186,000 | 148 |
| Number of Non-Managed Accounts | $2,000 | 972 |
| Total fiduciary and related assets | $102,056,000 | 583 |
| Managed Assets ($) | $101,587,000 | 515 |
| Non-managed Assets ($) | $469,000 | 928 |
| Memoranda | ||
| Gross Fiduciary activities income | $653,000 | 559 |
| 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 | $1,191,000 | 181 |
| Number of Managed Accounts | $1,189,000 | 147 |
| Number of Non-Managed Accounts | $2,000 | 388 |
| Total fiduciary and related assets | $102,253,000 | 403 |
| Managed Assets ($) | $101,749,000 | 376 |
| Non-managed Assets ($) | $504,000 | 393 |
| Memoranda | ||
| Gross Fiduciary activities income | $485,000 | 559 |
| 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 | $1,178,000 | 178 |
| Number of Managed Accounts | $1,171,000 | 147 |
| Number of Non-Managed Accounts | $7,000 | 373 |
| Total fiduciary and related assets | $103,254,000 | 402 |
| Managed Assets ($) | $100,489,000 | 378 |
| Non-managed Assets ($) | $2,765,000 | 385 |
| Memoranda | ||
| Gross Fiduciary activities income | $319,000 | 564 |
| 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 | $1,190,000 | 182 |
| Number of Managed Accounts | $1,183,000 | 148 |
| Number of Non-Managed Accounts | $7,000 | 372 |
| Total fiduciary and related assets | $96,529,000 | 406 |
| Managed Assets ($) | $93,818,000 | 381 |
| Non-managed Assets ($) | $2,711,000 | 384 |
| Memoranda | ||
| Gross Fiduciary activities income | $158,000 | 563 |
| 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 | $1,171,000 | 186 |
| Number of Managed Accounts | $1,164,000 | 147 |
| Number of Non-Managed Accounts | $7,000 | 865 |
| Total fiduciary and related assets | $92,565,000 | 600 |
| Managed Assets ($) | $89,886,000 | 526 |
| Non-managed Assets ($) | $2,679,000 | 794 |
| Memoranda | ||
| Gross Fiduciary activities income | $569,000 | 573 |
| 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 | $1,158,000 | 179 |
| Number of Managed Accounts | $1,151,000 | 142 |
| Number of Non-Managed Accounts | $7,000 | 358 |
| Total fiduciary and related assets | $89,536,000 | 387 |
| Managed Assets ($) | $86,247,000 | 364 |
| Non-managed Assets ($) | $3,289,000 | 364 |
| Memoranda | ||
| Gross Fiduciary activities income | $423,000 | 576 |
| 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 | $1,154,000 | 178 |
| Number of Managed Accounts | $1,146,000 | 138 |
| Number of Non-Managed Accounts | $8,000 | 354 |
| Total fiduciary and related assets | $86,333,000 | 388 |
| Managed Assets ($) | $82,954,000 | 366 |
| Non-managed Assets ($) | $3,379,000 | 365 |
| Memoranda | ||
| Gross Fiduciary activities income | $283,000 | 579 |
| 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 | $1,129,000 | 187 |
| Number of Managed Accounts | $1,122,000 | 141 |
| Number of Non-Managed Accounts | $7,000 | 361 |
| Total fiduciary and related assets | $83,879,000 | 392 |
| Managed Assets ($) | $80,509,000 | 367 |
| Non-managed Assets ($) | $3,370,000 | 370 |
| Memoranda | ||
| Gross Fiduciary activities income | $129,000 | 612 |
| 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 | $1,128,000 | 192 |
| Number of Managed Accounts | $1,121,000 | 143 |
| Number of Non-Managed Accounts | $7,000 | 885 |
| Total fiduciary and related assets | $78,216,000 | 629 |
| Managed Assets ($) | $74,916,000 | 556 |
| Non-managed Assets ($) | $3,300,000 | 770 |
| Memoranda | ||
| Gross Fiduciary activities income | $468,000 | 615 |
| 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 | $0 | 391 |
| Number of Managed Accounts | $0 | 377 |
| Number of Non-Managed Accounts | $0 | 373 |
| Total fiduciary and related assets | $0 | 390 |
| Managed Assets ($) | $0 | 378 |
| Non-managed Assets ($) | $0 | 370 |
| Memoranda | ||
| Gross Fiduciary activities income | $347,000 | 623 |
| 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 | $0 | 393 |
| Number of Managed Accounts | $0 | 379 |
| Number of Non-Managed Accounts | $0 | 373 |
| Total fiduciary and related assets | $0 | 393 |
| Managed Assets ($) | $0 | 380 |
| Non-managed Assets ($) | $0 | 372 |
| Memoranda | ||
| Gross Fiduciary activities income | $230,000 | 627 |
| 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 | $0 | 395 |
| Number of Managed Accounts | $0 | 379 |
| Number of Non-Managed Accounts | $0 | 372 |
| Total fiduciary and related assets | $0 | 394 |
| Managed Assets ($) | $0 | 379 |
| Non-managed Assets ($) | $0 | 371 |
| Memoranda | ||
| Gross Fiduciary activities income | $112,000 | 631 |
| 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 | $1,109,000 | 191 |
| Number of Managed Accounts | $1,101,000 | 137 |
| Number of Non-Managed Accounts | $8,000 | 891 |
| Total fiduciary and related assets | $67,446,000 | 651 |
| Managed Assets ($) | $64,876,000 | 571 |
| Non-managed Assets ($) | $2,570,000 | 804 |
| Memoranda | ||
| Gross Fiduciary activities income | $400,000 | 606 |
| 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 | $1,112,000 | 183 |
| Number of Managed Accounts | $1,104,000 | 136 |
| Number of Non-Managed Accounts | $8,000 | 363 |
| Total fiduciary and related assets | $63,871,000 | 378 |
| Managed Assets ($) | $61,340,000 | 351 |
| Non-managed Assets ($) | $2,531,000 | 366 |
| Memoranda | ||
| Gross Fiduciary activities income | $297,000 | 601 |
| 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 | $660,000 | 267 |
| Number of Managed Accounts | $652,000 | 214 |
| Number of Non-Managed Accounts | $8,000 | 364 |
| Total fiduciary and related assets | $66,747,000 | 383 |
| Managed Assets ($) | $64,404,000 | 358 |
| Non-managed Assets ($) | $2,343,000 | 373 |
| Memoranda | ||
| Gross Fiduciary activities income | $195,000 | 614 |
| 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 | $659,000 | 269 |
| Number of Managed Accounts | $651,000 | 213 |
| Number of Non-Managed Accounts | $8,000 | 367 |
| Total fiduciary and related assets | $52,748,000 | 392 |
| Managed Assets ($) | $50,394,000 | 368 |
| Non-managed Assets ($) | $2,354,000 | 376 |
| Memoranda | ||
| Gross Fiduciary activities income | $94,000 | 628 |
| 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 | $652,000 | 303 |
| Number of Managed Accounts | $644,000 | 228 |
| Number of Non-Managed Accounts | $8,000 | 928 |
| Total fiduciary and related assets | $50,394,000 | 739 |
| Managed Assets ($) | $48,100,000 | 656 |
| Non-managed Assets ($) | $2,294,000 | 867 |
| Memoranda | ||
| Gross Fiduciary activities income | $384,000 | 614 |
| 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 | $0 | 412 |
| Number of Managed Accounts | $0 | 393 |
| Number of Non-Managed Accounts | $0 | 391 |
| Total fiduciary and related assets | $0 | 411 |
| Managed Assets ($) | $0 | 394 |
| Non-managed Assets ($) | $0 | 389 |
| Memoranda | ||
| Gross Fiduciary activities income | $270,000 | 621 |
| 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 | $0 | 414 |
| Number of Managed Accounts | $0 | 393 |
| Number of Non-Managed Accounts | $0 | 394 |
| Total fiduciary and related assets | $0 | 413 |
| Managed Assets ($) | $0 | 394 |
| Non-managed Assets ($) | $0 | 392 |
| Memoranda | ||
| Gross Fiduciary activities income | $173,000 | 635 |
| 2010-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 421 |
| Number of Managed Accounts | $0 | 397 |
| Number of Non-Managed Accounts | $0 | 401 |
| Total fiduciary and related assets | $0 | 419 |
| Managed Assets ($) | $0 | 397 |
| Non-managed Assets ($) | $0 | 399 |
| Memoranda | ||
| Gross Fiduciary activities income | $86,000 | 643 |
| 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 | $655,000 | 313 |
| Number of Managed Accounts | $635,000 | 236 |
| Number of Non-Managed Accounts | $20,000 | 765 |
| Total fiduciary and related assets | $40,601,000 | 790 |
| Managed Assets ($) | $36,396,000 | 714 |
| Non-managed Assets ($) | $4,205,000 | 778 |
| Memoranda | ||
| Gross Fiduciary activities income | $300,000 | 667 |
| 2009-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 409 |
| Number of Managed Accounts | $0 | 386 |
| Number of Non-Managed Accounts | $0 | 386 |
| Total fiduciary and related assets | $0 | 408 |
| Managed Assets ($) | $0 | 386 |
| Non-managed Assets ($) | $0 | 385 |
| Memoranda | ||
| Gross Fiduciary activities income | $217,000 | 676 |
| 2009-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 415 |
| Number of Managed Accounts | $0 | 392 |
| Number of Non-Managed Accounts | $0 | 393 |
| Total fiduciary and related assets | $0 | 414 |
| Managed Assets ($) | $0 | 392 |
| Non-managed Assets ($) | $0 | 391 |
| Memoranda | ||
| Gross Fiduciary activities income | $140,000 | 686 |
| 2009-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 418 |
| Number of Managed Accounts | $0 | 395 |
| Number of Non-Managed Accounts | $0 | 393 |
| Total fiduciary and related assets | $0 | 417 |
| Managed Assets ($) | $0 | 395 |
| Non-managed Assets ($) | $0 | 392 |
| Memoranda | ||
| Gross Fiduciary activities income | $71,000 | 691 |
| 2008-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,109,000 | 208 |
| Number of Managed Accounts | $1,089,000 | 146 |
| Number of Non-Managed Accounts | $20,000 | 765 |
| Total fiduciary and related assets | $37,939,000 | 806 |
| Managed Assets ($) | $33,870,000 | 733 |
| Non-managed Assets ($) | $4,069,000 | 753 |
| Memoranda | ||
| Gross Fiduciary activities income | $306,000 | 682 |
| 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 | $998,000 | 213 |
| Number of Managed Accounts | $998,000 | 155 |
| Number of Non-Managed Accounts | $0 | 421 |
| Total fiduciary and related assets | $41,948,000 | 413 |
| Managed Assets ($) | $41,948,000 | 386 |
| Non-managed Assets ($) | $0 | 420 |
| Memoranda | ||
| Gross Fiduciary activities income | $237,000 | 679 |
| 2008-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,076,000 | 203 |
| Number of Managed Accounts | $1,076,000 | 146 |
| Number of Non-Managed Accounts | $0 | 427 |
| Total fiduciary and related assets | $45,101,000 | 417 |
| Managed Assets ($) | $45,101,000 | 390 |
| Non-managed Assets ($) | $0 | 426 |
| Memoranda | ||
| Gross Fiduciary activities income | $159,000 | 683 |
| 2008-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,067,000 | 205 |
| Number of Managed Accounts | $1,067,000 | 147 |
| Number of Non-Managed Accounts | $0 | 433 |
| Total fiduciary and related assets | $44,556,000 | 425 |
| Managed Assets ($) | $44,556,000 | 396 |
| Non-managed Assets ($) | $0 | 431 |
| Memoranda | ||
| Gross Fiduciary activities income | $80,000 | 696 |
| 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 | $626,000 | 320 |
| Number of Managed Accounts | $626,000 | 235 |
| Number of Non-Managed Accounts | $0 | 1,300 |
| Total fiduciary and related assets | $37,085,000 | 857 |
| Managed Assets ($) | $37,085,000 | 761 |
| Non-managed Assets ($) | $0 | 1,291 |
| Memoranda | ||
| Gross Fiduciary activities income | $308,000 | 701 |
| 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 | $230,000 | 697 |
| 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 | $150,000 | 711 |
| 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 | $71,000 | 735 |
| 2006-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,023,000 | 213 |
| Number of Managed Accounts | $623,000 | 239 |
| Number of Non-Managed Accounts | $400,000 | 150 |
| Total fiduciary and related assets | $41,566,000 | 835 |
| Managed Assets ($) | $23,014,000 | 857 |
| Non-managed Assets ($) | $18,552,000 | 537 |
| Memoranda | ||
| Gross Fiduciary activities income | $248,000 | 751 |
| 2006-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,042,000 | 198 |
| Number of Managed Accounts | $640,000 | 223 |
| Number of Non-Managed Accounts | $402,000 | 123 |
| Total fiduciary and related assets | $37,723,000 | 403 |
| Managed Assets ($) | $20,325,000 | 382 |
| Non-managed Assets ($) | $17,398,000 | 333 |
| Memoranda | ||
| Gross Fiduciary activities income | $180,000 | 750 |
| 2006-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,024,000 | 206 |
| Number of Managed Accounts | $620,000 | 230 |
| Number of Non-Managed Accounts | $404,000 | 127 |
| Total fiduciary and related assets | $35,762,000 | 409 |
| Managed Assets ($) | $18,827,000 | 388 |
| Non-managed Assets ($) | $16,935,000 | 338 |
| Memoranda | ||
| Gross Fiduciary activities income | $118,000 | 769 |
| 2006-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,015,000 | 204 |
| Number of Managed Accounts | $601,000 | 233 |
| Number of Non-Managed Accounts | $414,000 | 128 |
| Total fiduciary and related assets | $35,272,000 | 417 |
| Managed Assets ($) | $18,629,000 | 397 |
| Non-managed Assets ($) | $16,643,000 | 343 |
| Memoranda | ||
| Gross Fiduciary activities income | $57,000 | 781 |
| 2005-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,064,000 | 209 |
| Number of Managed Accounts | $650,000 | 235 |
| Number of Non-Managed Accounts | $414,000 | 148 |
| Total fiduciary and related assets | $35,892,000 | 867 |
| Managed Assets ($) | $20,594,000 | 896 |
| Non-managed Assets ($) | $15,298,000 | 557 |
| Memoranda | ||
| Gross Fiduciary activities income | $300,000 | 710 |
| 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 | $240,000 | 671 |
| 2005-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 460 |
| Number of Managed Accounts | $0 | 435 |
| Number of Non-Managed Accounts | $0 | 431 |
| Total fiduciary and related assets | $0 | 458 |
| Managed Assets ($) | $0 | 435 |
| Non-managed Assets ($) | $0 | 429 |
| Memoranda | ||
| Gross Fiduciary activities income | $120,000 | 751 |
| 2005-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 465 |
| Number of Managed Accounts | $0 | 438 |
| Number of Non-Managed Accounts | $0 | 433 |
| Total fiduciary and related assets | $0 | 463 |
| Managed Assets ($) | $0 | 438 |
| Non-managed Assets ($) | $0 | 431 |
| Memoranda | ||
| Gross Fiduciary activities income | $61,000 | 764 |
| 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 | $606,000 | 330 |
| Number of Managed Accounts | $217,000 | 498 |
| Number of Non-Managed Accounts | $389,000 | 164 |
| Total fiduciary and related assets | $30,152,000 | 907 |
| Managed Assets ($) | $15,884,000 | 945 |
| Non-managed Assets ($) | $14,268,000 | 572 |
| Memoranda | ||
| Gross Fiduciary activities income | $229,000 | 761 |
| 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 | $172,000 | 758 |
| 2004-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $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 | $121,000 | 751 |
| 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 | $68,000 | 733 |
| 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 | $787,000 | 287 |
| Number of Managed Accounts | $197,000 | 532 |
| Number of Non-Managed Accounts | $590,000 | 135 |
| Total fiduciary and related assets | $30,978,000 | 909 |
| Managed Assets ($) | $15,438,000 | 956 |
| Non-managed Assets ($) | $15,540,000 | 582 |
| Memoranda | ||
| Gross Fiduciary activities income | $189,000 | 818 |
| 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 | $137,000 | 826 |
| 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 | $85,000 | 854 |
| 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 | $42,000 | 855 |
| 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 | $578,000 | 374 |
| Number of Managed Accounts | $243,000 | 493 |
| Number of Non-Managed Accounts | $335,000 | 215 |
| Total fiduciary and related assets | $22,787,000 | 991 |
| Managed Assets ($) | $13,916,000 | 1,009 |
| Non-managed Assets ($) | $8,871,000 | 675 |
| Memoranda | ||
| Gross Fiduciary activities income | $185,000 | 856 |
| 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 | $548,000 | 358 |
| Number of Managed Accounts | $236,000 | 478 |
| Number of Non-Managed Accounts | $312,000 | 211 |
| Total fiduciary and related assets | $22,035,000 | 951 |
| Managed Assets ($) | $16,400,000 | 921 |
| Non-managed Assets ($) | $5,635,000 | 745 |
| Memoranda | ||
| Gross Fiduciary activities income | $182,000 | 861 |
| 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 | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |