Home > Community Bank of Pleasant Hill > Fiduciary and Related Services
Community Bank of Pleasant Hill, 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 | $338,000 | 437 |
| Number of Managed Accounts | $175,000 | 498 |
| Number of Non-Managed Accounts | $163,000 | 191 |
| Total fiduciary and related assets | $454,113,000 | 354 |
| Managed Assets ($) | $126,444,000 | 497 |
| Non-managed Assets ($) | $327,669,000 | 178 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,019,000 | 503 |
| 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 | $311,000 | 335 |
| Number of Managed Accounts | $174,000 | 331 |
| Number of Non-Managed Accounts | $137,000 | 162 |
| Total fiduciary and related assets | $452,134,000 | 313 |
| Managed Assets ($) | $125,465,000 | 348 |
| Non-managed Assets ($) | $326,669,000 | 167 |
| Memoranda | ||
| Gross Fiduciary activities income | $747,000 | 504 |
| 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 | $313,000 | 395 |
| Number of Managed Accounts | $168,000 | 398 |
| Number of Non-Managed Accounts | $145,000 | 174 |
| Total fiduciary and related assets | $445,615,000 | 345 |
| Managed Assets ($) | $122,551,000 | 418 |
| Non-managed Assets ($) | $323,064,000 | 171 |
| Memoranda | ||
| Gross Fiduciary activities income | $505,000 | 494 |
| 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 | $298,000 | 346 |
| Number of Managed Accounts | $153,000 | 344 |
| Number of Non-Managed Accounts | $145,000 | 164 |
| Total fiduciary and related assets | $417,025,000 | 330 |
| Managed Assets ($) | $109,186,000 | 358 |
| Non-managed Assets ($) | $307,839,000 | 176 |
| Memoranda | ||
| Gross Fiduciary activities income | $274,000 | 490 |
| 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 | $292,000 | 474 |
| Number of Managed Accounts | $140,000 | 552 |
| Number of Non-Managed Accounts | $152,000 | 205 |
| Total fiduciary and related assets | $410,844,000 | 366 |
| Managed Assets ($) | $97,265,000 | 548 |
| Non-managed Assets ($) | $313,579,000 | 179 |
| Memoranda | ||
| Gross Fiduciary activities income | $992,000 | 520 |
| 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 | $285,000 | 358 |
| Number of Managed Accounts | $134,000 | 365 |
| Number of Non-Managed Accounts | $151,000 | 165 |
| Total fiduciary and related assets | $406,149,000 | 330 |
| Managed Assets ($) | $95,642,000 | 374 |
| Non-managed Assets ($) | $310,507,000 | 175 |
| Memoranda | ||
| Gross Fiduciary activities income | $770,000 | 511 |
| 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 | $294,000 | 379 |
| Number of Managed Accounts | $137,000 | 395 |
| Number of Non-Managed Accounts | $157,000 | 155 |
| Total fiduciary and related assets | $396,899,000 | 323 |
| Managed Assets ($) | $99,594,000 | 407 |
| Non-managed Assets ($) | $297,305,000 | 154 |
| Memoranda | ||
| Gross Fiduciary activities income | $549,000 | 459 |
| 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 | $293,000 | 321 |
| Number of Managed Accounts | $139,000 | 327 |
| Number of Non-Managed Accounts | $154,000 | 148 |
| Total fiduciary and related assets | $406,969,000 | 300 |
| Managed Assets ($) | $98,135,000 | 337 |
| Non-managed Assets ($) | $308,834,000 | 153 |
| Memoranda | ||
| Gross Fiduciary activities income | $313,000 | 452 |
| 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 | $300,000 | 439 |
| Number of Managed Accounts | $142,000 | 520 |
| Number of Non-Managed Accounts | $158,000 | 183 |
| Total fiduciary and related assets | $418,780,000 | 337 |
| Managed Assets ($) | $96,663,000 | 530 |
| Non-managed Assets ($) | $322,117,000 | 162 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,079,000 | 463 |
| 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 | $302,000 | 318 |
| Number of Managed Accounts | $136,000 | 316 |
| Number of Non-Managed Accounts | $166,000 | 143 |
| Total fiduciary and related assets | $388,609,000 | 301 |
| Managed Assets ($) | $97,496,000 | 324 |
| Non-managed Assets ($) | $291,113,000 | 161 |
| Memoranda | ||
| Gross Fiduciary activities income | $831,000 | 458 |
| 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 | $306,000 | 364 |
| Number of Managed Accounts | $139,000 | 376 |
| Number of Non-Managed Accounts | $167,000 | 149 |
| Total fiduciary and related assets | $389,369,000 | 334 |
| Managed Assets ($) | $98,697,000 | 389 |
| Non-managed Assets ($) | $290,672,000 | 167 |
| Memoranda | ||
| Gross Fiduciary activities income | $482,000 | 475 |
| 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 | $296,000 | 321 |
| Number of Managed Accounts | $135,000 | 319 |
| Number of Non-Managed Accounts | $161,000 | 146 |
| Total fiduciary and related assets | $378,864,000 | 305 |
| Managed Assets ($) | $93,798,000 | 325 |
| Non-managed Assets ($) | $285,066,000 | 161 |
| Memoranda | ||
| Gross Fiduciary activities income | $256,000 | 466 |
| 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 | $303,000 | 431 |
| Number of Managed Accounts | $136,000 | 529 |
| Number of Non-Managed Accounts | $167,000 | 180 |
| Total fiduciary and related assets | $367,692,000 | 339 |
| Managed Assets ($) | $89,575,000 | 531 |
| Non-managed Assets ($) | $278,117,000 | 169 |
| Memoranda | ||
| Gross Fiduciary activities income | $900,000 | 478 |
| 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 | $304,000 | 318 |
| Number of Managed Accounts | $136,000 | 319 |
| Number of Non-Managed Accounts | $168,000 | 143 |
| Total fiduciary and related assets | $360,211,000 | 301 |
| Managed Assets ($) | $88,355,000 | 327 |
| Non-managed Assets ($) | $271,856,000 | 156 |
| Memoranda | ||
| Gross Fiduciary activities income | $674,000 | 473 |
| 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 | $300,000 | 361 |
| Number of Managed Accounts | $131,000 | 375 |
| Number of Non-Managed Accounts | $169,000 | 149 |
| Total fiduciary and related assets | $337,697,000 | 341 |
| Managed Assets ($) | $77,594,000 | 382 |
| Non-managed Assets ($) | $260,103,000 | 163 |
| Memoranda | ||
| Gross Fiduciary activities income | $450,000 | 471 |
| 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 | $296,000 | 321 |
| Number of Managed Accounts | $130,000 | 323 |
| Number of Non-Managed Accounts | $166,000 | 147 |
| Total fiduciary and related assets | $335,874,000 | 298 |
| Managed Assets ($) | $73,725,000 | 329 |
| Non-managed Assets ($) | $262,149,000 | 154 |
| Memoranda | ||
| Gross Fiduciary activities income | $252,000 | 460 |
| 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 | $298,000 | 443 |
| Number of Managed Accounts | $126,000 | 552 |
| Number of Non-Managed Accounts | $172,000 | 187 |
| Total fiduciary and related assets | $351,949,000 | 339 |
| Managed Assets ($) | $80,879,000 | 539 |
| Non-managed Assets ($) | $271,070,000 | 158 |
| Memoranda | ||
| Gross Fiduciary activities income | $872,000 | 480 |
| 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 | $297,000 | 324 |
| Number of Managed Accounts | $127,000 | 330 |
| Number of Non-Managed Accounts | $170,000 | 146 |
| Total fiduciary and related assets | $344,527,000 | 312 |
| Managed Assets ($) | $79,805,000 | 335 |
| Non-managed Assets ($) | $264,722,000 | 156 |
| Memoranda | ||
| Gross Fiduciary activities income | $650,000 | 480 |
| 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 | $297,000 | 357 |
| Number of Managed Accounts | $127,000 | 368 |
| Number of Non-Managed Accounts | $170,000 | 150 |
| Total fiduciary and related assets | $332,793,000 | 342 |
| Managed Assets ($) | $74,815,000 | 374 |
| Non-managed Assets ($) | $257,978,000 | 156 |
| Memoranda | ||
| Gross Fiduciary activities income | $447,000 | 474 |
| 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 | $293,000 | 360 |
| Number of Managed Accounts | $122,000 | 374 |
| Number of Non-Managed Accounts | $171,000 | 155 |
| Total fiduciary and related assets | $355,399,000 | 336 |
| Managed Assets ($) | $69,870,000 | 379 |
| Non-managed Assets ($) | $285,529,000 | 151 |
| Memoranda | ||
| Gross Fiduciary activities income | $230,000 | 474 |
| 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 | $292,000 | 460 |
| Number of Managed Accounts | $121,000 | 571 |
| Number of Non-Managed Accounts | $171,000 | 191 |
| Total fiduciary and related assets | $334,157,000 | 338 |
| Managed Assets ($) | $64,598,000 | 575 |
| Non-managed Assets ($) | $269,559,000 | 153 |
| Memoranda | ||
| Gross Fiduciary activities income | $846,000 | 491 |
| 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 | $287,000 | 362 |
| Number of Managed Accounts | $117,000 | 372 |
| Number of Non-Managed Accounts | $170,000 | 154 |
| Total fiduciary and related assets | $343,141,000 | 347 |
| Managed Assets ($) | $65,872,000 | 385 |
| Non-managed Assets ($) | $277,269,000 | 158 |
| Memoranda | ||
| Gross Fiduciary activities income | $645,000 | 486 |
| 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 | $270,000 | 368 |
| Number of Managed Accounts | $108,000 | 379 |
| Number of Non-Managed Accounts | $162,000 | 162 |
| Total fiduciary and related assets | $348,801,000 | 341 |
| Managed Assets ($) | $66,843,000 | 385 |
| Non-managed Assets ($) | $281,958,000 | 158 |
| Memoranda | ||
| Gross Fiduciary activities income | $432,000 | 485 |
| 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 | $260,000 | 374 |
| Number of Managed Accounts | $99,000 | 383 |
| Number of Non-Managed Accounts | $161,000 | 165 |
| Total fiduciary and related assets | $337,902,000 | 344 |
| Managed Assets ($) | $64,631,000 | 388 |
| Non-managed Assets ($) | $273,271,000 | 163 |
| Memoranda | ||
| Gross Fiduciary activities income | $238,000 | 473 |
| 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 | $291,000 | 471 |
| Number of Managed Accounts | $112,000 | 587 |
| Number of Non-Managed Accounts | $179,000 | 193 |
| Total fiduciary and related assets | $331,196,000 | 350 |
| Managed Assets ($) | $64,815,000 | 584 |
| Non-managed Assets ($) | $266,381,000 | 164 |
| Memoranda | ||
| Gross Fiduciary activities income | $761,000 | 505 |
| 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 | $286,000 | 363 |
| Number of Managed Accounts | $111,000 | 375 |
| Number of Non-Managed Accounts | $175,000 | 155 |
| Total fiduciary and related assets | $321,980,000 | 349 |
| Managed Assets ($) | $63,221,000 | 382 |
| Non-managed Assets ($) | $258,759,000 | 166 |
| Memoranda | ||
| Gross Fiduciary activities income | $580,000 | 506 |
| 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 | $282,000 | 363 |
| Number of Managed Accounts | $109,000 | 375 |
| Number of Non-Managed Accounts | $173,000 | 156 |
| Total fiduciary and related assets | $317,060,000 | 348 |
| Managed Assets ($) | $62,547,000 | 383 |
| Non-managed Assets ($) | $254,513,000 | 165 |
| Memoranda | ||
| Gross Fiduciary activities income | $412,000 | 492 |
| 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 | $264,000 | 371 |
| Number of Managed Accounts | $105,000 | 380 |
| Number of Non-Managed Accounts | $159,000 | 161 |
| Total fiduciary and related assets | $322,180,000 | 340 |
| Managed Assets ($) | $58,134,000 | 386 |
| Non-managed Assets ($) | $264,046,000 | 156 |
| Memoranda | ||
| Gross Fiduciary activities income | $217,000 | 490 |
| 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 | $253,000 | 502 |
| Number of Managed Accounts | $108,000 | 605 |
| Number of Non-Managed Accounts | $145,000 | 224 |
| Total fiduciary and related assets | $317,146,000 | 338 |
| Managed Assets ($) | $57,730,000 | 611 |
| Non-managed Assets ($) | $259,416,000 | 154 |
| Memoranda | ||
| Gross Fiduciary activities income | $791,000 | 495 |
| 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 | $256,000 | 373 |
| Number of Managed Accounts | $110,000 | 381 |
| Number of Non-Managed Accounts | $146,000 | 172 |
| Total fiduciary and related assets | $311,450,000 | 339 |
| Managed Assets ($) | $54,507,000 | 388 |
| Non-managed Assets ($) | $256,943,000 | 154 |
| Memoranda | ||
| Gross Fiduciary activities income | $586,000 | 496 |
| 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 | $252,000 | 375 |
| Number of Managed Accounts | $105,000 | 383 |
| Number of Non-Managed Accounts | $147,000 | 175 |
| Total fiduciary and related assets | $302,545,000 | 346 |
| Managed Assets ($) | $50,737,000 | 392 |
| Non-managed Assets ($) | $251,808,000 | 157 |
| Memoranda | ||
| Gross Fiduciary activities income | $404,000 | 493 |
| 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 | $255,000 | 375 |
| Number of Managed Accounts | $107,000 | 383 |
| Number of Non-Managed Accounts | $148,000 | 173 |
| Total fiduciary and related assets | $300,592,000 | 345 |
| Managed Assets ($) | $49,171,000 | 392 |
| Non-managed Assets ($) | $251,421,000 | 154 |
| Memoranda | ||
| Gross Fiduciary activities income | $236,000 | 467 |
| 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 | $260,000 | 498 |
| Number of Managed Accounts | $106,000 | 611 |
| Number of Non-Managed Accounts | $154,000 | 224 |
| Total fiduciary and related assets | $305,633,000 | 348 |
| Managed Assets ($) | $49,658,000 | 640 |
| Non-managed Assets ($) | $255,975,000 | 152 |
| Memoranda | ||
| Gross Fiduciary activities income | $888,000 | 483 |
| 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 | $249,000 | 374 |
| Number of Managed Accounts | $101,000 | 380 |
| Number of Non-Managed Accounts | $148,000 | 173 |
| Total fiduciary and related assets | $311,485,000 | 345 |
| Managed Assets ($) | $48,927,000 | 385 |
| Non-managed Assets ($) | $262,558,000 | 151 |
| Memoranda | ||
| Gross Fiduciary activities income | $693,000 | 473 |
| 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 | $242,000 | 377 |
| Number of Managed Accounts | $100,000 | 384 |
| Number of Non-Managed Accounts | $142,000 | 175 |
| Total fiduciary and related assets | $313,263,000 | 351 |
| Managed Assets ($) | $49,053,000 | 389 |
| Non-managed Assets ($) | $264,210,000 | 155 |
| Memoranda | ||
| Gross Fiduciary activities income | $524,000 | 459 |
| 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 | $413,000 | 333 |
| Number of Managed Accounts | $99,000 | 382 |
| Number of Non-Managed Accounts | $314,000 | 121 |
| Total fiduciary and related assets | $299,146,000 | 362 |
| Managed Assets ($) | $42,760,000 | 389 |
| Non-managed Assets ($) | $256,386,000 | 157 |
| Memoranda | ||
| Gross Fiduciary activities income | $280,000 | 448 |
| 2014-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $390,000 | 405 |
| Number of Managed Accounts | $79,000 | 686 |
| Number of Non-Managed Accounts | $311,000 | 142 |
| Total fiduciary and related assets | $284,715,000 | 370 |
| Managed Assets ($) | $37,890,000 | 699 |
| Non-managed Assets ($) | $246,825,000 | 160 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,030,000 | 462 |
| 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 | $414,000 | 334 |
| Number of Managed Accounts | $96,000 | 383 |
| Number of Non-Managed Accounts | $318,000 | 116 |
| Total fiduciary and related assets | $280,717,000 | 367 |
| Managed Assets ($) | $31,878,000 | 389 |
| Non-managed Assets ($) | $248,839,000 | 158 |
| Memoranda | ||
| Gross Fiduciary activities income | $754,000 | 464 |
| 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 | $433,000 | 332 |
| Number of Managed Accounts | $113,000 | 381 |
| Number of Non-Managed Accounts | $320,000 | 118 |
| Total fiduciary and related assets | $268,629,000 | 378 |
| Managed Assets ($) | $43,252,000 | 388 |
| Non-managed Assets ($) | $225,377,000 | 165 |
| Memoranda | ||
| Gross Fiduciary activities income | $509,000 | 463 |
| 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 | $451,000 | 329 |
| Number of Managed Accounts | $120,000 | 384 |
| Number of Non-Managed Accounts | $331,000 | 121 |
| Total fiduciary and related assets | $257,416,000 | 382 |
| Managed Assets ($) | $34,198,000 | 392 |
| Non-managed Assets ($) | $223,218,000 | 163 |
| Memoranda | ||
| Gross Fiduciary activities income | $258,000 | 463 |
| 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 | $380,000 | 423 |
| Number of Managed Accounts | $108,000 | 631 |
| Number of Non-Managed Accounts | $272,000 | 156 |
| Total fiduciary and related assets | $239,117,000 | 393 |
| Managed Assets ($) | $18,345,000 | 829 |
| Non-managed Assets ($) | $220,772,000 | 164 |
| Memoranda | ||
| Gross Fiduciary activities income | $977,000 | 466 |
| 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 | $397,000 | 331 |
| Number of Managed Accounts | $112,000 | 366 |
| Number of Non-Managed Accounts | $285,000 | 124 |
| Total fiduciary and related assets | $116,948,000 | 384 |
| Managed Assets ($) | $15,140,000 | 378 |
| Non-managed Assets ($) | $101,808,000 | 218 |
| Memoranda | ||
| Gross Fiduciary activities income | $753,000 | 459 |
| 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 | $401,000 | 325 |
| Number of Managed Accounts | $95,000 | 370 |
| Number of Non-Managed Accounts | $306,000 | 121 |
| Total fiduciary and related assets | $116,256,000 | 385 |
| Managed Assets ($) | $14,878,000 | 380 |
| Non-managed Assets ($) | $101,378,000 | 219 |
| Memoranda | ||
| Gross Fiduciary activities income | $535,000 | 444 |
| 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 | $404,000 | 327 |
| Number of Managed Accounts | $92,000 | 372 |
| Number of Non-Managed Accounts | $312,000 | 123 |
| Total fiduciary and related assets | $117,566,000 | 387 |
| Managed Assets ($) | $17,795,000 | 382 |
| Non-managed Assets ($) | $99,771,000 | 225 |
| Memoranda | ||
| Gross Fiduciary activities income | $275,000 | 441 |
| 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 | $433,000 | 390 |
| Number of Managed Accounts | $50,000 | 807 |
| Number of Non-Managed Accounts | $383,000 | 132 |
| Total fiduciary and related assets | $136,584,000 | 501 |
| Managed Assets ($) | $38,001,000 | 686 |
| Non-managed Assets ($) | $98,583,000 | 240 |
| Memoranda | ||
| Gross Fiduciary activities income | $292,000 | 711 |
| 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 | $56,000 | 915 |
| 2012-06-30 | Rank | |
| Fiduciary powers granted | $0 | 2,072 |
| Fiduciary power exercised | $0 | 1,545 |
| Fiduciary or related activity | $0 | 1,466 |
| 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 | $0 | 1,262 |
| 2012-03-31 | Rank | |
| Fiduciary powers granted | $0 | 2,083 |
| Fiduciary power exercised | $0 | 1,544 |
| Fiduciary or related activity | $0 | 1,466 |
| 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 | $0 | 1,204 |
| 2011-12-31 | Rank | |
| Fiduciary powers granted | $0 | 2,104 |
| Fiduciary power exercised | $0 | 1,550 |
| Fiduciary or related activity | $0 | 1,476 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,466 |
| Number of Managed Accounts | $0 | 1,373 |
| Number of Non-Managed Accounts | $0 | 1,166 |
| Total fiduciary and related assets | $0 | 1,461 |
| Managed Assets ($) | $0 | 1,372 |
| Non-managed Assets ($) | $0 | 1,160 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,311 |
| 2011-09-30 | Rank | |
| Fiduciary powers granted | $0 | 2,121 |
| Fiduciary power exercised | $0 | 1,576 |
| Fiduciary or related activity | $0 | 1,500 |
| 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 | $0 | 1,257 |
| 2011-06-30 | Rank | |
| Fiduciary powers granted | $0 | 2,140 |
| Fiduciary power exercised | $0 | 1,589 |
| Fiduciary or related activity | $0 | 1,512 |
| 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 | $0 | 1,239 |
| 2011-03-31 | Rank | |
| Fiduciary powers granted | $0 | 2,157 |
| Fiduciary power exercised | $0 | 1,606 |
| Fiduciary or related activity | $0 | 1,531 |
| 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 | $0 | 1,199 |
| 2010-12-31 | Rank | |
| Fiduciary powers granted | $0 | 2,183 |
| Fiduciary power exercised | $0 | 1,631 |
| Fiduciary or related activity | $0 | 1,555 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,541 |
| Number of Managed Accounts | $0 | 1,440 |
| Number of Non-Managed Accounts | $0 | 1,219 |
| Total fiduciary and related assets | $0 | 1,537 |
| Managed Assets ($) | $0 | 1,439 |
| Non-managed Assets ($) | $0 | 1,212 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,380 |
| 2010-09-30 | Rank | |
| Fiduciary powers granted | $0 | 2,195 |
| Fiduciary power exercised | $0 | 1,644 |
| Fiduciary or related activity | $0 | 1,565 |
| 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 | $0 | 1,319 |
| 2010-06-30 | Rank | |
| Fiduciary powers granted | $0 | 2,202 |
| Fiduciary power exercised | $0 | 1,653 |
| Fiduciary or related activity | $0 | 1,572 |
| 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 | $0 | 1,300 |
| 2010-03-31 | Rank | |
| Fiduciary powers granted | $0 | 2,230 |
| Fiduciary power exercised | $0 | 1,664 |
| Fiduciary or related activity | $0 | 1,585 |
| 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 | $0 | 1,246 |
| 2009-12-31 | Rank | |
| Fiduciary powers granted | $0 | 2,244 |
| Fiduciary power exercised | $0 | 1,675 |
| Fiduciary or related activity | $0 | 1,593 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,585 |
| Number of Managed Accounts | $0 | 1,485 |
| Number of Non-Managed Accounts | $0 | 1,248 |
| Total fiduciary and related assets | $0 | 1,581 |
| Managed Assets ($) | $0 | 1,484 |
| Non-managed Assets ($) | $0 | 1,242 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,390 |
| 2009-09-30 | Rank | |
| Fiduciary powers granted | $0 | 2,265 |
| Fiduciary power exercised | $0 | 1,685 |
| Fiduciary or related activity | $0 | 1,605 |
| 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 | $0 | 1,353 |
| 2009-06-30 | Rank | |
| Fiduciary powers granted | $0 | 2,285 |
| Fiduciary power exercised | $0 | 1,701 |
| Fiduciary or related activity | $0 | 1,617 |
| 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 | $0 | 1,340 |
| 2009-03-31 | Rank | |
| Fiduciary powers granted | $0 | 2,301 |
| Fiduciary power exercised | $0 | 1,711 |
| Fiduciary or related activity | $0 | 1,627 |
| 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 | $0 | 1,285 |
| 2008-12-31 | Rank | |
| Fiduciary powers granted | $0 | 2,321 |
| Fiduciary power exercised | $0 | 1,723 |
| Fiduciary or related activity | $0 | 1,634 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,622 |
| Number of Managed Accounts | $0 | 1,520 |
| Number of Non-Managed Accounts | $0 | 1,251 |
| Total fiduciary and related assets | $0 | 1,618 |
| Managed Assets ($) | $0 | 1,519 |
| Non-managed Assets ($) | $0 | 1,241 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,441 |
| 2008-09-30 | Rank | |
| Fiduciary powers granted | $0 | 2,346 |
| Fiduciary power exercised | $0 | 1,749 |
| Fiduciary or related activity | $0 | 1,659 |
| 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 | $0 | 1,405 |
| 2008-06-30 | Rank | |
| Fiduciary powers granted | $0 | 2,370 |
| Fiduciary power exercised | $0 | 1,767 |
| Fiduciary or related activity | $0 | 1,672 |
| 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 | $0 | 1,395 |
| 2008-03-31 | Rank | |
| Fiduciary powers granted | $0 | 2,389 |
| Fiduciary power exercised | $0 | 1,777 |
| Fiduciary or related activity | $0 | 1,684 |
| 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 | $0 | 1,326 |
| 2007-12-31 | Rank | |
| Fiduciary powers granted | $0 | 2,411 |
| Fiduciary power exercised | $0 | 1,786 |
| Fiduciary or related activity | $0 | 1,696 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,688 |
| Number of Managed Accounts | $0 | 1,582 |
| Number of Non-Managed Accounts | $0 | 1,300 |
| Total fiduciary and related assets | $0 | 1,685 |
| Managed Assets ($) | $0 | 1,581 |
| Non-managed Assets ($) | $0 | 1,291 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,498 |
| 2007-09-30 | Rank | |
| Fiduciary powers granted | $0 | 2,428 |
| Fiduciary power exercised | $0 | 1,805 |
| Fiduciary or related activity | $0 | 1,715 |
| 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 | $0 | 1,458 |
| 2007-06-30 | Rank | |
| Fiduciary powers granted | $0 | 2,445 |
| Fiduciary power exercised | $0 | 1,809 |
| Fiduciary or related activity | $0 | 1,721 |
| 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 | $0 | 1,429 |
| 2007-03-31 | Rank | |
| Fiduciary powers granted | $0 | 2,453 |
| Fiduciary power exercised | $0 | 1,815 |
| Fiduciary or related activity | $0 | 1,720 |
| 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 | $0 | 1,355 |
| 2006-12-31 | Rank | |
| Fiduciary powers granted | $0 | 2,464 |
| Fiduciary power exercised | $0 | 1,827 |
| Fiduciary or related activity | $0 | 1,740 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,733 |
| Number of Managed Accounts | $0 | 1,625 |
| Number of Non-Managed Accounts | $0 | 1,332 |
| Total fiduciary and related assets | $0 | 1,730 |
| Managed Assets ($) | $0 | 1,624 |
| Non-managed Assets ($) | $0 | 1,321 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,523 |