Home > City State Bank > Fiduciary and Related Services
City State Bank, Fiduciary and Related Services
| 2023-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 4 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,739,000 | 111 |
| Number of Managed Accounts | $2,711,000 | 82 |
| Number of Non-Managed Accounts | $28,000 | 479 |
| Total fiduciary and related assets | $890,396,000 | 265 |
| Managed Assets ($) | $758,182,000 | 245 |
| Non-managed Assets ($) | $132,214,000 | 253 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,744,000 | 265 |
| 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 | $2,729,000 | 107 |
| Number of Managed Accounts | $2,700,000 | 83 |
| Number of Non-Managed Accounts | $29,000 | 285 |
| Total fiduciary and related assets | $818,850,000 | 260 |
| Managed Assets ($) | $697,526,000 | 242 |
| Non-managed Assets ($) | $121,324,000 | 222 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,517,000 | 266 |
| 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 | $2,699,000 | 106 |
| Number of Managed Accounts | $2,670,000 | 78 |
| Number of Non-Managed Accounts | $29,000 | 336 |
| Total fiduciary and related assets | $814,222,000 | 265 |
| Managed Assets ($) | $690,767,000 | 250 |
| Non-managed Assets ($) | $123,455,000 | 245 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,343,000 | 262 |
| 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 | $2,646,000 | 114 |
| Number of Managed Accounts | $2,609,000 | 86 |
| Number of Non-Managed Accounts | $37,000 | 276 |
| Total fiduciary and related assets | $782,260,000 | 267 |
| Managed Assets ($) | $665,978,000 | 252 |
| Non-managed Assets ($) | $116,282,000 | 229 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,176,000 | 274 |
| 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 | $2,562,000 | 117 |
| Number of Managed Accounts | $2,534,000 | 91 |
| Number of Non-Managed Accounts | $28,000 | 498 |
| Total fiduciary and related assets | $736,613,000 | 283 |
| Managed Assets ($) | $625,008,000 | 267 |
| Non-managed Assets ($) | $111,605,000 | 262 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,627,000 | 275 |
| 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 | $2,506,000 | 117 |
| Number of Managed Accounts | $2,475,000 | 92 |
| Number of Non-Managed Accounts | $31,000 | 299 |
| Total fiduciary and related assets | $695,080,000 | 276 |
| Managed Assets ($) | $591,685,000 | 261 |
| Non-managed Assets ($) | $103,395,000 | 243 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,481,000 | 278 |
| 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 | $2,486,000 | 103 |
| Number of Managed Accounts | $2,454,000 | 86 |
| Number of Non-Managed Accounts | $32,000 | 306 |
| Total fiduciary and related assets | $695,123,000 | 254 |
| Managed Assets ($) | $586,393,000 | 240 |
| Non-managed Assets ($) | $108,730,000 | 228 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,383,000 | 240 |
| 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 | $2,472,000 | 105 |
| Number of Managed Accounts | $2,440,000 | 88 |
| Number of Non-Managed Accounts | $32,000 | 263 |
| Total fiduciary and related assets | $754,343,000 | 242 |
| Managed Assets ($) | $628,965,000 | 234 |
| Non-managed Assets ($) | $125,378,000 | 205 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,203,000 | 245 |
| 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 | $2,426,000 | 105 |
| Number of Managed Accounts | $2,394,000 | 88 |
| Number of Non-Managed Accounts | $32,000 | 469 |
| Total fiduciary and related assets | $749,235,000 | 257 |
| Managed Assets ($) | $619,138,000 | 251 |
| Non-managed Assets ($) | $130,097,000 | 234 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,068,000 | 258 |
| 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 | $2,517,000 | 104 |
| Number of Managed Accounts | $2,486,000 | 86 |
| Number of Non-Managed Accounts | $31,000 | 268 |
| Total fiduciary and related assets | $686,152,000 | 251 |
| Managed Assets ($) | $561,403,000 | 246 |
| Non-managed Assets ($) | $124,749,000 | 213 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,890,000 | 265 |
| 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 | $2,328,000 | 110 |
| Number of Managed Accounts | $2,297,000 | 95 |
| Number of Non-Managed Accounts | $31,000 | 305 |
| Total fiduciary and related assets | $677,938,000 | 265 |
| Managed Assets ($) | $551,886,000 | 257 |
| Non-managed Assets ($) | $126,052,000 | 235 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,711,000 | 284 |
| 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 | $2,372,000 | 109 |
| Number of Managed Accounts | $2,341,000 | 95 |
| Number of Non-Managed Accounts | $31,000 | 269 |
| Total fiduciary and related assets | $636,327,000 | 259 |
| Managed Assets ($) | $517,959,000 | 251 |
| Non-managed Assets ($) | $118,368,000 | 210 |
| Memoranda | ||
| Gross Fiduciary activities income | $742,000 | 298 |
| 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 | $2,311,000 | 114 |
| Number of Managed Accounts | $2,280,000 | 97 |
| Number of Non-Managed Accounts | $31,000 | 479 |
| Total fiduciary and related assets | $618,168,000 | 273 |
| Managed Assets ($) | $506,714,000 | 264 |
| Non-managed Assets ($) | $111,454,000 | 242 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,233,000 | 269 |
| 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 | $2,256,000 | 115 |
| Number of Managed Accounts | $2,225,000 | 97 |
| Number of Non-Managed Accounts | $31,000 | 269 |
| Total fiduciary and related assets | $528,638,000 | 263 |
| Managed Assets ($) | $429,334,000 | 254 |
| Non-managed Assets ($) | $99,304,000 | 215 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,219,000 | 285 |
| 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 | $2,268,000 | 117 |
| Number of Managed Accounts | $2,235,000 | 99 |
| Number of Non-Managed Accounts | $33,000 | 299 |
| Total fiduciary and related assets | $1,273,790,000 | 185 |
| Managed Assets ($) | $1,181,045,000 | 156 |
| Non-managed Assets ($) | $92,745,000 | 240 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,328,000 | 299 |
| 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 | $2,301,000 | 113 |
| Number of Managed Accounts | $2,267,000 | 97 |
| Number of Non-Managed Accounts | $34,000 | 267 |
| Total fiduciary and related assets | $440,763,000 | 271 |
| Managed Assets ($) | $362,764,000 | 260 |
| Non-managed Assets ($) | $77,999,000 | 220 |
| Memoranda | ||
| Gross Fiduciary activities income | $682,000 | 297 |
| 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 | $2,172,000 | 125 |
| Number of Managed Accounts | $2,139,000 | 104 |
| Number of Non-Managed Accounts | $33,000 | 480 |
| Total fiduciary and related assets | $482,900,000 | 293 |
| Managed Assets ($) | $385,404,000 | 287 |
| Non-managed Assets ($) | $97,496,000 | 250 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,788,000 | 292 |
| 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 | $2,150,000 | 121 |
| Number of Managed Accounts | $2,117,000 | 102 |
| Number of Non-Managed Accounts | $33,000 | 271 |
| Total fiduciary and related assets | $464,917,000 | 276 |
| Managed Assets ($) | $364,232,000 | 272 |
| Non-managed Assets ($) | $100,685,000 | 220 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,970,000 | 298 |
| 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 | $2,109,000 | 126 |
| Number of Managed Accounts | $2,076,000 | 105 |
| Number of Non-Managed Accounts | $33,000 | 292 |
| Total fiduciary and related assets | $444,591,000 | 296 |
| Managed Assets ($) | $347,050,000 | 295 |
| Non-managed Assets ($) | $97,541,000 | 239 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,280,000 | 306 |
| 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 | $2,132,000 | 124 |
| Number of Managed Accounts | $2,098,000 | 104 |
| Number of Non-Managed Accounts | $34,000 | 296 |
| Total fiduciary and related assets | $437,261,000 | 295 |
| Managed Assets ($) | $342,320,000 | 298 |
| Non-managed Assets ($) | $94,941,000 | 243 |
| Memoranda | ||
| Gross Fiduciary activities income | $623,000 | 308 |
| 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 | $2,064,000 | 127 |
| Number of Managed Accounts | $2,031,000 | 105 |
| Number of Non-Managed Accounts | $33,000 | 492 |
| Total fiduciary and related assets | $360,244,000 | 323 |
| Managed Assets ($) | $276,951,000 | 313 |
| Non-managed Assets ($) | $83,293,000 | 262 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,595,000 | 306 |
| 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 | $2,006,000 | 129 |
| Number of Managed Accounts | $1,973,000 | 105 |
| Number of Non-Managed Accounts | $33,000 | 301 |
| Total fiduciary and related assets | $380,885,000 | 329 |
| Managed Assets ($) | $287,277,000 | 319 |
| Non-managed Assets ($) | $93,608,000 | 246 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,952,000 | 304 |
| 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 | $1,961,000 | 131 |
| Number of Managed Accounts | $1,927,000 | 108 |
| Number of Non-Managed Accounts | $34,000 | 294 |
| Total fiduciary and related assets | $367,970,000 | 331 |
| Managed Assets ($) | $277,531,000 | 322 |
| Non-managed Assets ($) | $90,439,000 | 249 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,332,000 | 302 |
| 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 | $1,937,000 | 132 |
| Number of Managed Accounts | $1,903,000 | 107 |
| Number of Non-Managed Accounts | $34,000 | 299 |
| Total fiduciary and related assets | $360,361,000 | 333 |
| Managed Assets ($) | $272,833,000 | 324 |
| Non-managed Assets ($) | $87,528,000 | 250 |
| Memoranda | ||
| Gross Fiduciary activities income | $714,000 | 291 |
| 2017-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,878,000 | 136 |
| Number of Managed Accounts | $1,845,000 | 109 |
| Number of Non-Managed Accounts | $33,000 | 497 |
| Total fiduciary and related assets | $352,745,000 | 341 |
| Managed Assets ($) | $266,618,000 | 337 |
| Non-managed Assets ($) | $86,127,000 | 257 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,290,000 | 319 |
| 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 | $1,846,000 | 137 |
| Number of Managed Accounts | $1,812,000 | 111 |
| Number of Non-Managed Accounts | $34,000 | 290 |
| Total fiduciary and related assets | $331,222,000 | 342 |
| Managed Assets ($) | $249,120,000 | 340 |
| Non-managed Assets ($) | $82,102,000 | 244 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,732,000 | 313 |
| 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 | $1,821,000 | 135 |
| Number of Managed Accounts | $1,788,000 | 106 |
| Number of Non-Managed Accounts | $33,000 | 292 |
| Total fiduciary and related assets | $319,733,000 | 344 |
| Managed Assets ($) | $241,023,000 | 344 |
| Non-managed Assets ($) | $78,710,000 | 243 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,143,000 | 315 |
| 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 | $1,754,000 | 138 |
| Number of Managed Accounts | $1,722,000 | 107 |
| Number of Non-Managed Accounts | $32,000 | 292 |
| Total fiduciary and related assets | $316,720,000 | 345 |
| Managed Assets ($) | $239,964,000 | 348 |
| Non-managed Assets ($) | $76,756,000 | 243 |
| Memoranda | ||
| Gross Fiduciary activities income | $569,000 | 316 |
| 2016-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,658,000 | 142 |
| Number of Managed Accounts | $1,628,000 | 113 |
| Number of Non-Managed Accounts | $30,000 | 537 |
| Total fiduciary and related assets | $300,345,000 | 349 |
| Managed Assets ($) | $228,664,000 | 351 |
| Non-managed Assets ($) | $71,681,000 | 273 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,951,000 | 345 |
| 2016-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,624,000 | 142 |
| Number of Managed Accounts | $1,596,000 | 111 |
| Number of Non-Managed Accounts | $28,000 | 315 |
| Total fiduciary and related assets | $289,837,000 | 354 |
| Managed Assets ($) | $220,532,000 | 343 |
| Non-managed Assets ($) | $69,305,000 | 253 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,467,000 | 345 |
| 2016-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,606,000 | 143 |
| Number of Managed Accounts | $1,577,000 | 112 |
| Number of Non-Managed Accounts | $29,000 | 313 |
| Total fiduciary and related assets | $276,145,000 | 363 |
| Managed Assets ($) | $210,972,000 | 350 |
| Non-managed Assets ($) | $65,173,000 | 258 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,001,000 | 335 |
| 2016-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,597,000 | 143 |
| Number of Managed Accounts | $1,568,000 | 114 |
| Number of Non-Managed Accounts | $29,000 | 312 |
| Total fiduciary and related assets | $265,327,000 | 365 |
| Managed Assets ($) | $203,388,000 | 350 |
| Non-managed Assets ($) | $61,939,000 | 263 |
| Memoranda | ||
| Gross Fiduciary activities income | $456,000 | 351 |
| 2015-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,584,000 | 149 |
| Number of Managed Accounts | $1,555,000 | 116 |
| Number of Non-Managed Accounts | $29,000 | 559 |
| Total fiduciary and related assets | $257,594,000 | 377 |
| Managed Assets ($) | $196,660,000 | 375 |
| Non-managed Assets ($) | $60,934,000 | 292 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,247,000 | 315 |
| 2015-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,539,000 | 151 |
| Number of Managed Accounts | $1,511,000 | 117 |
| Number of Non-Managed Accounts | $28,000 | 308 |
| Total fiduciary and related assets | $244,891,000 | 380 |
| Managed Assets ($) | $186,205,000 | 351 |
| Non-managed Assets ($) | $58,686,000 | 265 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,604,000 | 324 |
| 2015-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,526,000 | 152 |
| Number of Managed Accounts | $1,500,000 | 119 |
| Number of Non-Managed Accounts | $26,000 | 318 |
| Total fiduciary and related assets | $260,256,000 | 379 |
| Managed Assets ($) | $198,136,000 | 352 |
| Non-managed Assets ($) | $62,120,000 | 263 |
| Memoranda | ||
| Gross Fiduciary activities income | $918,000 | 355 |
| 2015-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,501,000 | 156 |
| Number of Managed Accounts | $1,473,000 | 123 |
| Number of Non-Managed Accounts | $28,000 | 313 |
| Total fiduciary and related assets | $260,350,000 | 382 |
| Managed Assets ($) | $197,059,000 | 353 |
| Non-managed Assets ($) | $63,291,000 | 269 |
| Memoranda | ||
| Gross Fiduciary activities income | $436,000 | 364 |
| 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 | $1,457,000 | 161 |
| Number of Managed Accounts | $1,428,000 | 124 |
| Number of Non-Managed Accounts | $29,000 | 579 |
| Total fiduciary and related assets | $252,391,000 | 392 |
| Managed Assets ($) | $191,611,000 | 380 |
| Non-managed Assets ($) | $60,780,000 | 299 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,692,000 | 366 |
| 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 | $1,438,000 | 158 |
| Number of Managed Accounts | $1,408,000 | 124 |
| Number of Non-Managed Accounts | $30,000 | 307 |
| Total fiduciary and related assets | $240,572,000 | 384 |
| Managed Assets ($) | $184,087,000 | 359 |
| Non-managed Assets ($) | $56,485,000 | 273 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,238,000 | 368 |
| 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 | $1,421,000 | 159 |
| Number of Managed Accounts | $1,392,000 | 125 |
| Number of Non-Managed Accounts | $29,000 | 304 |
| Total fiduciary and related assets | $242,952,000 | 383 |
| Managed Assets ($) | $187,247,000 | 358 |
| Non-managed Assets ($) | $55,705,000 | 274 |
| Memoranda | ||
| Gross Fiduciary activities income | $795,000 | 379 |
| 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 | $1,390,000 | 162 |
| Number of Managed Accounts | $1,362,000 | 126 |
| Number of Non-Managed Accounts | $28,000 | 309 |
| Total fiduciary and related assets | $225,668,000 | 390 |
| Managed Assets ($) | $178,000,000 | 364 |
| Non-managed Assets ($) | $47,668,000 | 286 |
| Memoranda | ||
| Gross Fiduciary activities income | $370,000 | 391 |
| 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 | $1,369,000 | 172 |
| Number of Managed Accounts | $1,341,000 | 128 |
| Number of Non-Managed Accounts | $28,000 | 598 |
| Total fiduciary and related assets | $220,305,000 | 405 |
| Managed Assets ($) | $174,273,000 | 388 |
| Non-managed Assets ($) | $46,032,000 | 343 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,483,000 | 379 |
| 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 | $0 | 406 |
| Number of Managed Accounts | $0 | 391 |
| Number of Non-Managed Accounts | $0 | 390 |
| Total fiduciary and related assets | $0 | 405 |
| Managed Assets ($) | $0 | 392 |
| Non-managed Assets ($) | $0 | 388 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,112,000 | 378 |
| 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 | $0 | 410 |
| Number of Managed Accounts | $0 | 395 |
| Number of Non-Managed Accounts | $0 | 391 |
| Total fiduciary and related assets | $0 | 408 |
| Managed Assets ($) | $0 | 395 |
| Non-managed Assets ($) | $0 | 389 |
| Memoranda | ||
| Gross Fiduciary activities income | $612,000 | 417 |
| 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 | $0 | 414 |
| Number of Managed Accounts | $0 | 400 |
| Number of Non-Managed Accounts | $0 | 394 |
| Total fiduciary and related assets | $0 | 412 |
| Managed Assets ($) | $0 | 399 |
| Non-managed Assets ($) | $0 | 392 |
| Memoranda | ||
| Gross Fiduciary activities income | $295,000 | 425 |
| 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 | $1,224,000 | 181 |
| Number of Managed Accounts | $1,197,000 | 137 |
| Number of Non-Managed Accounts | $27,000 | 633 |
| Total fiduciary and related assets | $179,268,000 | 431 |
| Managed Assets ($) | $147,126,000 | 398 |
| Non-managed Assets ($) | $32,142,000 | 402 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,050,000 | 441 |
| 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 | $714,000 | 461 |
| 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 | $441,000 | 474 |
| 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 | $203,000 | 501 |
| 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 | $1,047,000 | 204 |
| Number of Managed Accounts | $1,022,000 | 149 |
| Number of Non-Managed Accounts | $25,000 | 665 |
| Total fiduciary and related assets | $128,375,000 | 497 |
| Managed Assets ($) | $104,172,000 | 464 |
| Non-managed Assets ($) | $24,203,000 | 451 |
| Memoranda | ||
| Gross Fiduciary activities income | $836,000 | 440 |
| 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 | $0 | 417 |
| Number of Managed Accounts | $0 | 397 |
| Number of Non-Managed Accounts | $0 | 395 |
| Total fiduciary and related assets | $0 | 415 |
| Managed Assets ($) | $0 | 397 |
| Non-managed Assets ($) | $0 | 393 |
| Memoranda | ||
| Gross Fiduciary activities income | $589,000 | 447 |
| 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 | $0 | 423 |
| Number of Managed Accounts | $0 | 403 |
| Number of Non-Managed Accounts | $0 | 400 |
| Total fiduciary and related assets | $0 | 421 |
| Managed Assets ($) | $0 | 403 |
| Non-managed Assets ($) | $0 | 398 |
| Memoranda | ||
| Gross Fiduciary activities income | $379,000 | 470 |
| 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 | $0 | 428 |
| Number of Managed Accounts | $0 | 410 |
| Number of Non-Managed Accounts | $0 | 404 |
| Total fiduciary and related assets | $0 | 427 |
| Managed Assets ($) | $0 | 410 |
| Non-managed Assets ($) | $0 | 403 |
| Memoranda | ||
| Gross Fiduciary activities income | $185,000 | 477 |
| 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 | $945,000 | 228 |
| Number of Managed Accounts | $919,000 | 161 |
| Number of Non-Managed Accounts | $26,000 | 678 |
| Total fiduciary and related assets | $110,207,000 | 539 |
| Managed Assets ($) | $88,137,000 | 509 |
| Non-managed Assets ($) | $22,070,000 | 474 |
| Memoranda | ||
| Gross Fiduciary activities income | $586,000 | 522 |
| 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 | $431,000 | 527 |
| 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 | $272,000 | 542 |
| 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 | $145,000 | 535 |
| 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 | $799,000 | 269 |
| Number of Managed Accounts | $774,000 | 195 |
| Number of Non-Managed Accounts | $25,000 | 719 |
| Total fiduciary and related assets | $80,633,000 | 626 |
| Managed Assets ($) | $62,518,000 | 585 |
| Non-managed Assets ($) | $18,115,000 | 516 |
| Memoranda | ||
| Gross Fiduciary activities income | $387,000 | 606 |
| 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 | $273,000 | 611 |
| 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 | $175,000 | 622 |
| 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 | $95,000 | 610 |
| 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 | $725,000 | 290 |
| Number of Managed Accounts | $725,000 | 213 |
| Number of Non-Managed Accounts | $0 | 1,251 |
| Total fiduciary and related assets | $44,603,000 | 758 |
| Managed Assets ($) | $44,603,000 | 664 |
| Non-managed Assets ($) | $0 | 1,241 |
| Memoranda | ||
| Gross Fiduciary activities income | $432,000 | 604 |
| 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 | $327,000 | 602 |
| 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 | $220,000 | 613 |
| 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 | $102,000 | 641 |
| 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 | $587,000 | 338 |
| Number of Managed Accounts | $587,000 | 248 |
| Number of Non-Managed Accounts | $0 | 1,300 |
| Total fiduciary and related assets | $42,920,000 | 826 |
| Managed Assets ($) | $42,920,000 | 727 |
| Non-managed Assets ($) | $0 | 1,291 |
| Memoranda | ||
| Gross Fiduciary activities income | $374,000 | 656 |
| 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 | $243,000 | 686 |
| 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 | $160,000 | 696 |
| 2007-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $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 | $76,000 | 719 |
| 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 | $404,000 | 428 |
| Number of Managed Accounts | $404,000 | 323 |
| Number of Non-Managed Accounts | $0 | 1,332 |
| Total fiduciary and related assets | $41,775,000 | 834 |
| Managed Assets ($) | $41,775,000 | 722 |
| Non-managed Assets ($) | $0 | 1,321 |
| Memoranda | ||
| Gross Fiduciary activities income | $241,000 | 756 |
| 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 | $176,000 | 752 |
| 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 | $101,000 | 803 |
| 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 | $60,000 | 772 |
| 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 | $221,000 | 635 |
| Number of Managed Accounts | $221,000 | 499 |
| Number of Non-Managed Accounts | $0 | 1,373 |
| Total fiduciary and related assets | $23,278,000 | 974 |
| Managed Assets ($) | $23,278,000 | 871 |
| Non-managed Assets ($) | $0 | 1,365 |
| Memoranda | ||
| Gross Fiduciary activities income | $130,000 | 900 |
| 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 | $91,000 | 899 |
| 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 | $56,000 | 922 |
| 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 | $0 | 1,418 |
| 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 | $132,000 | 839 |
| Number of Managed Accounts | $132,000 | 673 |
| Number of Non-Managed Accounts | $0 | 1,368 |
| Total fiduciary and related assets | $12,169,000 | 1,103 |
| Managed Assets ($) | $12,169,000 | 1,010 |
| Non-managed Assets ($) | $0 | 1,358 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,582 |
| 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 | $0 | 1,547 |
| 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 | $0 | 1,518 |
| 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 | $0 | 1,441 |
| 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 | $3,000 | 1,730 |
| Number of Managed Accounts | $3,000 | 1,586 |
| Number of Non-Managed Accounts | $0 | 1,417 |
| Total fiduciary and related assets | $1,827,000 | 1,518 |
| Managed Assets ($) | $1,827,000 | 1,417 |
| Non-managed Assets ($) | $0 | 1,404 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,641 |
| 2003-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,971 |
| Fiduciary or related activity | $0 | 1,895 |
| 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 | $0 | 1,599 |
| 2003-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,985 |
| Fiduciary or related activity | $0 | 1,908 |
| 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 | $0 | 1,577 |
| 2003-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 2,011 |
| Fiduciary or related activity | $0 | 1,921 |
| 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 | $0 | 1,504 |
| 2002-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 2,027 |
| Fiduciary or related activity | $0 | 1,927 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,919 |
| Number of Managed Accounts | $0 | 1,796 |
| Number of Non-Managed Accounts | $0 | 1,465 |
| Total fiduciary and related assets | $0 | 1,916 |
| Managed Assets ($) | $0 | 1,796 |
| Non-managed Assets ($) | $0 | 1,452 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,713 |
| 2001-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 2 |
| Fiduciary power exercised | $0 | 1,948 |
| Fiduciary or related activity | $0 | 1,876 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,869 |
| Number of Managed Accounts | $0 | 1,766 |
| Number of Non-Managed Accounts | $0 | 1,385 |
| Total fiduciary and related assets | $0 | 1,865 |
| Managed Assets ($) | $0 | 1,766 |
| Non-managed Assets ($) | $0 | 1,377 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,731 |
| 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 |