Home > First National Bank and Trust Company of Newtown > Fiduciary and Related Services
First National Bank and Trust Company of Newtown, 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 | $965,000 | 255 |
| Number of Managed Accounts | $965,000 | 214 |
| Number of Non-Managed Accounts | $0 | 825 |
| Total fiduciary and related assets | $790,949,000 | 281 |
| Managed Assets ($) | $790,949,000 | 241 |
| Non-managed Assets ($) | $0 | 820 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,942,000 | 293 |
| 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 | $0 | 375 |
| Number of Managed Accounts | $0 | 366 |
| Number of Non-Managed Accounts | $0 | 365 |
| Total fiduciary and related assets | $0 | 376 |
| Managed Assets ($) | $0 | 366 |
| Non-managed Assets ($) | $0 | 363 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,922,000 | 292 |
| 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 | $950,000 | 244 |
| Number of Managed Accounts | $950,000 | 209 |
| Number of Non-Managed Accounts | $0 | 435 |
| Total fiduciary and related assets | $781,842,000 | 271 |
| Managed Assets ($) | $781,842,000 | 237 |
| Non-managed Assets ($) | $0 | 433 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,966,000 | 286 |
| 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 | $0 | 384 |
| Number of Managed Accounts | $0 | 375 |
| Number of Non-Managed Accounts | $0 | 373 |
| Total fiduciary and related assets | $0 | 384 |
| Managed Assets ($) | $0 | 375 |
| Non-managed Assets ($) | $0 | 373 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,025,000 | 295 |
| 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 | $920,000 | 260 |
| Number of Managed Accounts | $920,000 | 219 |
| Number of Non-Managed Accounts | $0 | 869 |
| Total fiduciary and related assets | $719,956,000 | 287 |
| Managed Assets ($) | $719,956,000 | 254 |
| Non-managed Assets ($) | $0 | 864 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,864,000 | 304 |
| 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 | $923,000 | 245 |
| Number of Managed Accounts | $923,000 | 209 |
| Number of Non-Managed Accounts | $0 | 385 |
| Total fiduciary and related assets | $685,142,000 | 279 |
| Managed Assets ($) | $685,142,000 | 248 |
| Non-managed Assets ($) | $0 | 385 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,023,000 | 296 |
| 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 | $922,000 | 228 |
| Number of Managed Accounts | $922,000 | 198 |
| Number of Non-Managed Accounts | $0 | 417 |
| Total fiduciary and related assets | $714,537,000 | 248 |
| Managed Assets ($) | $714,537,000 | 212 |
| Non-managed Assets ($) | $0 | 417 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,129,000 | 255 |
| 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 | $915,000 | 221 |
| Number of Managed Accounts | $915,000 | 193 |
| Number of Non-Managed Accounts | $0 | 347 |
| Total fiduciary and related assets | $790,699,000 | 236 |
| Managed Assets ($) | $790,699,000 | 208 |
| Non-managed Assets ($) | $0 | 346 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,187,000 | 247 |
| 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 | $921,000 | 237 |
| Number of Managed Accounts | $921,000 | 198 |
| Number of Non-Managed Accounts | $0 | 847 |
| Total fiduciary and related assets | $831,134,000 | 244 |
| Managed Assets ($) | $831,134,000 | 206 |
| Non-managed Assets ($) | $0 | 841 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,751,000 | 273 |
| 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 | $919,000 | 228 |
| Number of Managed Accounts | $919,000 | 194 |
| Number of Non-Managed Accounts | $0 | 330 |
| Total fiduciary and related assets | $795,271,000 | 238 |
| Managed Assets ($) | $795,271,000 | 207 |
| Non-managed Assets ($) | $0 | 330 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,854,000 | 269 |
| 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 | $925,000 | 236 |
| Number of Managed Accounts | $925,000 | 202 |
| Number of Non-Managed Accounts | $0 | 396 |
| Total fiduciary and related assets | $799,352,000 | 245 |
| Managed Assets ($) | $799,352,000 | 204 |
| Non-managed Assets ($) | $0 | 395 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,915,000 | 265 |
| 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 | $919,000 | 227 |
| Number of Managed Accounts | $919,000 | 198 |
| Number of Non-Managed Accounts | $0 | 333 |
| Total fiduciary and related assets | $765,000,000 | 239 |
| Managed Assets ($) | $765,000,000 | 203 |
| Non-managed Assets ($) | $0 | 332 |
| Memoranda | ||
| Gross Fiduciary activities income | $983,000 | 261 |
| 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 | $912,000 | 239 |
| Number of Managed Accounts | $912,000 | 204 |
| Number of Non-Managed Accounts | $0 | 874 |
| Total fiduciary and related assets | $749,949,000 | 247 |
| Managed Assets ($) | $749,949,000 | 209 |
| Non-managed Assets ($) | $0 | 869 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,430,000 | 264 |
| 2020-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 346 |
| Number of Managed Accounts | $0 | 338 |
| Number of Non-Managed Accounts | $0 | 335 |
| Total fiduciary and related assets | $0 | 346 |
| Managed Assets ($) | $0 | 338 |
| Non-managed Assets ($) | $0 | 335 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,536,000 | 263 |
| 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 | $916,000 | 236 |
| Number of Managed Accounts | $916,000 | 199 |
| Number of Non-Managed Accounts | $0 | 391 |
| Total fiduciary and related assets | $681,864,000 | 246 |
| Managed Assets ($) | $681,864,000 | 206 |
| Non-managed Assets ($) | $0 | 391 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,686,000 | 266 |
| 2020-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 351 |
| Number of Managed Accounts | $0 | 342 |
| Number of Non-Managed Accounts | $0 | 338 |
| Total fiduciary and related assets | $0 | 351 |
| Managed Assets ($) | $0 | 342 |
| Non-managed Assets ($) | $0 | 338 |
| Memoranda | ||
| Gross Fiduciary activities income | $877,000 | 262 |
| 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 | $904,000 | 243 |
| Number of Managed Accounts | $904,000 | 202 |
| Number of Non-Managed Accounts | $0 | 902 |
| Total fiduciary and related assets | $706,276,000 | 246 |
| Managed Assets ($) | $706,276,000 | 204 |
| Non-managed Assets ($) | $0 | 897 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,452,000 | 263 |
| 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 | $912,000 | 225 |
| Number of Managed Accounts | $912,000 | 194 |
| Number of Non-Managed Accounts | $0 | 341 |
| Total fiduciary and related assets | $680,762,000 | 241 |
| Managed Assets ($) | $680,762,000 | 203 |
| Non-managed Assets ($) | $0 | 341 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,654,000 | 260 |
| 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 | $907,000 | 230 |
| Number of Managed Accounts | $907,000 | 198 |
| Number of Non-Managed Accounts | $0 | 381 |
| Total fiduciary and related assets | $682,124,000 | 241 |
| Managed Assets ($) | $682,124,000 | 201 |
| Non-managed Assets ($) | $0 | 381 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,735,000 | 262 |
| 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 | $914,000 | 230 |
| Number of Managed Accounts | $914,000 | 197 |
| Number of Non-Managed Accounts | $0 | 384 |
| Total fiduciary and related assets | $676,493,000 | 239 |
| Managed Assets ($) | $676,493,000 | 201 |
| Non-managed Assets ($) | $0 | 384 |
| Memoranda | ||
| Gross Fiduciary activities income | $882,000 | 257 |
| 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 | $917,000 | 238 |
| Number of Managed Accounts | $917,000 | 196 |
| Number of Non-Managed Accounts | $0 | 932 |
| Total fiduciary and related assets | $638,924,000 | 242 |
| Managed Assets ($) | $638,924,000 | 202 |
| Non-managed Assets ($) | $0 | 927 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,400,000 | 261 |
| 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 | $924,000 | 229 |
| Number of Managed Accounts | $924,000 | 193 |
| Number of Non-Managed Accounts | $0 | 388 |
| Total fiduciary and related assets | $691,734,000 | 241 |
| Managed Assets ($) | $691,734,000 | 198 |
| Non-managed Assets ($) | $0 | 388 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,624,000 | 258 |
| 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 | $946,000 | 229 |
| Number of Managed Accounts | $946,000 | 191 |
| Number of Non-Managed Accounts | $0 | 391 |
| Total fiduciary and related assets | $667,893,000 | 246 |
| Managed Assets ($) | $667,893,000 | 200 |
| Non-managed Assets ($) | $0 | 391 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,739,000 | 260 |
| 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 | $955,000 | 229 |
| Number of Managed Accounts | $955,000 | 187 |
| Number of Non-Managed Accounts | $0 | 394 |
| Total fiduciary and related assets | $663,643,000 | 244 |
| Managed Assets ($) | $663,643,000 | 201 |
| Non-managed Assets ($) | $0 | 394 |
| Memoranda | ||
| Gross Fiduciary activities income | $884,000 | 260 |
| 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 | $940,000 | 241 |
| Number of Managed Accounts | $940,000 | 193 |
| Number of Non-Managed Accounts | $0 | 965 |
| Total fiduciary and related assets | $669,999,000 | 240 |
| Managed Assets ($) | $669,999,000 | 200 |
| Non-managed Assets ($) | $0 | 958 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,105,000 | 272 |
| 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 | $943,000 | 229 |
| Number of Managed Accounts | $943,000 | 188 |
| Number of Non-Managed Accounts | $0 | 384 |
| Total fiduciary and related assets | $649,085,000 | 242 |
| Managed Assets ($) | $649,085,000 | 201 |
| Non-managed Assets ($) | $0 | 384 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,354,000 | 268 |
| 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 | $932,000 | 226 |
| Number of Managed Accounts | $931,000 | 187 |
| Number of Non-Managed Accounts | $1,000 | 382 |
| Total fiduciary and related assets | $625,589,000 | 243 |
| Managed Assets ($) | $625,579,000 | 200 |
| Non-managed Assets ($) | $10,000 | 385 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,547,000 | 269 |
| 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 | $927,000 | 227 |
| Number of Managed Accounts | $927,000 | 188 |
| Number of Non-Managed Accounts | $0 | 388 |
| Total fiduciary and related assets | $623,047,000 | 242 |
| Managed Assets ($) | $623,047,000 | 200 |
| Non-managed Assets ($) | $0 | 388 |
| Memoranda | ||
| Gross Fiduciary activities income | $785,000 | 269 |
| 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 | $911,000 | 232 |
| Number of Managed Accounts | $911,000 | 187 |
| Number of Non-Managed Accounts | $0 | 999 |
| Total fiduciary and related assets | $601,201,000 | 241 |
| Managed Assets ($) | $601,201,000 | 202 |
| Non-managed Assets ($) | $0 | 989 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,897,000 | 268 |
| 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 | $926,000 | 221 |
| Number of Managed Accounts | $926,000 | 179 |
| Number of Non-Managed Accounts | $0 | 399 |
| Total fiduciary and related assets | $594,568,000 | 247 |
| Managed Assets ($) | $594,568,000 | 207 |
| Non-managed Assets ($) | $0 | 397 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,203,000 | 268 |
| 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 | $929,000 | 221 |
| Number of Managed Accounts | $929,000 | 180 |
| Number of Non-Managed Accounts | $0 | 404 |
| Total fiduciary and related assets | $587,649,000 | 248 |
| Managed Assets ($) | $587,649,000 | 208 |
| Non-managed Assets ($) | $0 | 403 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,468,000 | 271 |
| 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 | $939,000 | 220 |
| Number of Managed Accounts | $939,000 | 179 |
| Number of Non-Managed Accounts | $0 | 403 |
| Total fiduciary and related assets | $577,538,000 | 249 |
| Managed Assets ($) | $577,538,000 | 210 |
| Non-managed Assets ($) | $0 | 403 |
| Memoranda | ||
| Gross Fiduciary activities income | $747,000 | 271 |
| 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 | $931,000 | 230 |
| Number of Managed Accounts | $931,000 | 180 |
| Number of Non-Managed Accounts | $0 | 1,030 |
| Total fiduciary and related assets | $568,872,000 | 253 |
| Managed Assets ($) | $568,872,000 | 210 |
| Non-managed Assets ($) | $0 | 1,021 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,067,000 | 266 |
| 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 | $933,000 | 222 |
| Number of Managed Accounts | $933,000 | 180 |
| Number of Non-Managed Accounts | $0 | 398 |
| Total fiduciary and related assets | $556,242,000 | 253 |
| Managed Assets ($) | $556,242,000 | 207 |
| Non-managed Assets ($) | $0 | 397 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,329,000 | 267 |
| 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 | $930,000 | 226 |
| Number of Managed Accounts | $930,000 | 180 |
| Number of Non-Managed Accounts | $0 | 403 |
| Total fiduciary and related assets | $574,108,000 | 256 |
| Managed Assets ($) | $574,108,000 | 206 |
| Non-managed Assets ($) | $0 | 401 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,631,000 | 264 |
| 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 | $928,000 | 221 |
| Number of Managed Accounts | $928,000 | 176 |
| Number of Non-Managed Accounts | $0 | 403 |
| Total fiduciary and related assets | $582,862,000 | 260 |
| Managed Assets ($) | $582,862,000 | 207 |
| Non-managed Assets ($) | $0 | 402 |
| Memoranda | ||
| Gross Fiduciary activities income | $797,000 | 267 |
| 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 | $928,000 | 229 |
| Number of Managed Accounts | $928,000 | 176 |
| Number of Non-Managed Accounts | $0 | 1,082 |
| Total fiduciary and related assets | $576,962,000 | 259 |
| Managed Assets ($) | $576,962,000 | 205 |
| Non-managed Assets ($) | $0 | 1,074 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,057,000 | 271 |
| 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 | $936,000 | 221 |
| Number of Managed Accounts | $936,000 | 177 |
| Number of Non-Managed Accounts | $0 | 402 |
| Total fiduciary and related assets | $556,829,000 | 258 |
| Managed Assets ($) | $556,829,000 | 204 |
| Non-managed Assets ($) | $0 | 400 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,342,000 | 267 |
| 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 | $921,000 | 223 |
| Number of Managed Accounts | $913,000 | 177 |
| Number of Non-Managed Accounts | $8,000 | 369 |
| Total fiduciary and related assets | $540,773,000 | 262 |
| Managed Assets ($) | $523,512,000 | 223 |
| Non-managed Assets ($) | $17,261,000 | 332 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,608,000 | 263 |
| 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 | $913,000 | 227 |
| Number of Managed Accounts | $905,000 | 179 |
| Number of Non-Managed Accounts | $8,000 | 368 |
| Total fiduciary and related assets | $527,982,000 | 262 |
| Managed Assets ($) | $511,279,000 | 221 |
| Non-managed Assets ($) | $16,703,000 | 335 |
| Memoranda | ||
| Gross Fiduciary activities income | $817,000 | 261 |
| 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 | $906,000 | 237 |
| Number of Managed Accounts | $899,000 | 183 |
| Number of Non-Managed Accounts | $7,000 | 865 |
| Total fiduciary and related assets | $521,219,000 | 260 |
| Managed Assets ($) | $518,235,000 | 212 |
| Non-managed Assets ($) | $2,984,000 | 776 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,875,000 | 268 |
| 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 | $903,000 | 223 |
| Number of Managed Accounts | $896,000 | 175 |
| Number of Non-Managed Accounts | $7,000 | 358 |
| Total fiduciary and related assets | $496,096,000 | 259 |
| Managed Assets ($) | $493,182,000 | 214 |
| Non-managed Assets ($) | $2,914,000 | 369 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,211,000 | 262 |
| 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 | $898,000 | 219 |
| Number of Managed Accounts | $891,000 | 173 |
| Number of Non-Managed Accounts | $7,000 | 357 |
| Total fiduciary and related assets | $485,066,000 | 257 |
| Managed Assets ($) | $481,958,000 | 212 |
| Non-managed Assets ($) | $3,108,000 | 368 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,515,000 | 255 |
| 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 | $895,000 | 222 |
| Number of Managed Accounts | $888,000 | 172 |
| Number of Non-Managed Accounts | $7,000 | 361 |
| Total fiduciary and related assets | $492,235,000 | 258 |
| Managed Assets ($) | $488,942,000 | 208 |
| Non-managed Assets ($) | $3,293,000 | 371 |
| Memoranda | ||
| Gross Fiduciary activities income | $741,000 | 257 |
| 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 | $884,000 | 236 |
| Number of Managed Accounts | $877,000 | 174 |
| Number of Non-Managed Accounts | $7,000 | 885 |
| Total fiduciary and related assets | $468,112,000 | 262 |
| Managed Assets ($) | $464,655,000 | 211 |
| Non-managed Assets ($) | $3,457,000 | 761 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,906,000 | 244 |
| 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 | $883,000 | 221 |
| Number of Managed Accounts | $876,000 | 169 |
| Number of Non-Managed Accounts | $7,000 | 348 |
| Total fiduciary and related assets | $475,817,000 | 259 |
| Managed Assets ($) | $472,305,000 | 203 |
| Non-managed Assets ($) | $3,512,000 | 354 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,297,000 | 234 |
| 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 | $877,000 | 222 |
| Number of Managed Accounts | $870,000 | 167 |
| Number of Non-Managed Accounts | $7,000 | 350 |
| Total fiduciary and related assets | $462,129,000 | 258 |
| Managed Assets ($) | $458,953,000 | 201 |
| Non-managed Assets ($) | $3,176,000 | 353 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,509,000 | 238 |
| 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 | $870,000 | 224 |
| Number of Managed Accounts | $863,000 | 168 |
| Number of Non-Managed Accounts | $7,000 | 349 |
| Total fiduciary and related assets | $467,041,000 | 257 |
| Managed Assets ($) | $464,023,000 | 203 |
| Non-managed Assets ($) | $3,018,000 | 352 |
| Memoranda | ||
| Gross Fiduciary activities income | $779,000 | 236 |
| 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 | $867,000 | 237 |
| Number of Managed Accounts | $860,000 | 171 |
| Number of Non-Managed Accounts | $7,000 | 910 |
| Total fiduciary and related assets | $444,618,000 | 255 |
| Managed Assets ($) | $441,458,000 | 209 |
| Non-managed Assets ($) | $3,160,000 | 773 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,741,000 | 212 |
| 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 | $868,000 | 223 |
| Number of Managed Accounts | $861,000 | 166 |
| Number of Non-Managed Accounts | $7,000 | 366 |
| Total fiduciary and related assets | $427,103,000 | 251 |
| Managed Assets ($) | $424,688,000 | 201 |
| Non-managed Assets ($) | $2,415,000 | 367 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,172,000 | 204 |
| 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 | $872,000 | 223 |
| Number of Managed Accounts | $865,000 | 164 |
| Number of Non-Managed Accounts | $7,000 | 368 |
| Total fiduciary and related assets | $451,689,000 | 253 |
| Managed Assets ($) | $449,119,000 | 201 |
| Non-managed Assets ($) | $2,570,000 | 372 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,557,000 | 199 |
| 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 | $864,000 | 225 |
| Number of Managed Accounts | $858,000 | 164 |
| Number of Non-Managed Accounts | $6,000 | 374 |
| Total fiduciary and related assets | $444,544,000 | 254 |
| Managed Assets ($) | $442,325,000 | 202 |
| Non-managed Assets ($) | $2,219,000 | 379 |
| Memoranda | ||
| Gross Fiduciary activities income | $947,000 | 177 |
| 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 | $866,000 | 246 |
| Number of Managed Accounts | $860,000 | 171 |
| Number of Non-Managed Accounts | $6,000 | 966 |
| Total fiduciary and related assets | $436,746,000 | 258 |
| Managed Assets ($) | $434,409,000 | 199 |
| Non-managed Assets ($) | $2,337,000 | 864 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,713,000 | 214 |
| 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 | $877,000 | 222 |
| Number of Managed Accounts | $877,000 | 160 |
| Number of Non-Managed Accounts | $0 | 391 |
| Total fiduciary and related assets | $425,214,000 | 257 |
| Managed Assets ($) | $425,214,000 | 196 |
| Non-managed Assets ($) | $0 | 389 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,159,000 | 203 |
| 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 | $882,000 | 224 |
| Number of Managed Accounts | $876,000 | 160 |
| Number of Non-Managed Accounts | $6,000 | 367 |
| Total fiduciary and related assets | $406,833,000 | 253 |
| Managed Assets ($) | $404,797,000 | 199 |
| Non-managed Assets ($) | $2,036,000 | 374 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,484,000 | 200 |
| 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 | $883,000 | 225 |
| Number of Managed Accounts | $877,000 | 160 |
| Number of Non-Managed Accounts | $6,000 | 372 |
| Total fiduciary and related assets | $424,308,000 | 257 |
| Managed Assets ($) | $422,126,000 | 197 |
| Non-managed Assets ($) | $2,182,000 | 379 |
| Memoranda | ||
| Gross Fiduciary activities income | $802,000 | 195 |
| 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 | $878,000 | 247 |
| Number of Managed Accounts | $876,000 | 168 |
| Number of Non-Managed Accounts | $2,000 | 1,129 |
| Total fiduciary and related assets | $426,808,000 | 257 |
| Managed Assets ($) | $426,155,000 | 200 |
| Non-managed Assets ($) | $653,000 | 1,042 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,831,000 | 205 |
| 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 | $901,000 | 223 |
| Number of Managed Accounts | $898,000 | 164 |
| Number of Non-Managed Accounts | $3,000 | 372 |
| Total fiduciary and related assets | $425,454,000 | 256 |
| Managed Assets ($) | $424,761,000 | 200 |
| Non-managed Assets ($) | $693,000 | 373 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,216,000 | 197 |
| 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 | $897,000 | 228 |
| Number of Managed Accounts | $894,000 | 167 |
| Number of Non-Managed Accounts | $3,000 | 378 |
| Total fiduciary and related assets | $409,090,000 | 259 |
| Managed Assets ($) | $408,441,000 | 201 |
| Non-managed Assets ($) | $649,000 | 380 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,560,000 | 193 |
| 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 | $897,000 | 228 |
| Number of Managed Accounts | $894,000 | 168 |
| Number of Non-Managed Accounts | $3,000 | 380 |
| Total fiduciary and related assets | $391,070,000 | 255 |
| Managed Assets ($) | $390,449,000 | 199 |
| Non-managed Assets ($) | $621,000 | 380 |
| Memoranda | ||
| Gross Fiduciary activities income | $901,000 | 177 |
| 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 | $895,000 | 252 |
| Number of Managed Accounts | $892,000 | 177 |
| Number of Non-Managed Accounts | $3,000 | 1,088 |
| Total fiduciary and related assets | $410,154,000 | 256 |
| Managed Assets ($) | $409,286,000 | 197 |
| Non-managed Assets ($) | $868,000 | 1,002 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,099,000 | 202 |
| 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 | $904,000 | 226 |
| Number of Managed Accounts | $899,000 | 170 |
| Number of Non-Managed Accounts | $5,000 | 394 |
| Total fiduciary and related assets | $441,028,000 | 259 |
| Managed Assets ($) | $440,133,000 | 201 |
| Non-managed Assets ($) | $895,000 | 406 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,511,000 | 200 |
| 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 | $911,000 | 234 |
| Number of Managed Accounts | $907,000 | 174 |
| Number of Non-Managed Accounts | $4,000 | 405 |
| Total fiduciary and related assets | $461,466,000 | 263 |
| Managed Assets ($) | $460,816,000 | 208 |
| Non-managed Assets ($) | $650,000 | 414 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,822,000 | 194 |
| 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 | $907,000 | 236 |
| Number of Managed Accounts | $903,000 | 174 |
| Number of Non-Managed Accounts | $4,000 | 407 |
| Total fiduciary and related assets | $474,961,000 | 265 |
| Managed Assets ($) | $474,286,000 | 204 |
| Non-managed Assets ($) | $675,000 | 421 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,010,000 | 184 |
| 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 | $896,000 | 254 |
| Number of Managed Accounts | $892,000 | 178 |
| Number of Non-Managed Accounts | $4,000 | 1,074 |
| Total fiduciary and related assets | $497,356,000 | 263 |
| Managed Assets ($) | $496,672,000 | 200 |
| Non-managed Assets ($) | $684,000 | 1,067 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,258,000 | 208 |
| 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 | $899,000 | 231 |
| Number of Managed Accounts | $894,000 | 170 |
| Number of Non-Managed Accounts | $5,000 | 383 |
| Total fiduciary and related assets | $497,494,000 | 259 |
| Managed Assets ($) | $496,509,000 | 201 |
| Non-managed Assets ($) | $985,000 | 401 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,552,000 | 200 |
| 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 | $903,000 | 227 |
| Number of Managed Accounts | $898,000 | 168 |
| Number of Non-Managed Accounts | $5,000 | 391 |
| Total fiduciary and related assets | $489,010,000 | 269 |
| Managed Assets ($) | $488,048,000 | 207 |
| Non-managed Assets ($) | $962,000 | 407 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,788,000 | 197 |
| 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 | $888,000 | 232 |
| Number of Managed Accounts | $883,000 | 170 |
| Number of Non-Managed Accounts | $5,000 | 392 |
| Total fiduciary and related assets | $476,803,000 | 269 |
| Managed Assets ($) | $475,475,000 | 206 |
| Non-managed Assets ($) | $1,328,000 | 407 |
| Memoranda | ||
| Gross Fiduciary activities income | $973,000 | 183 |
| 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 | $882,000 | 251 |
| Number of Managed Accounts | $879,000 | 178 |
| Number of Non-Managed Accounts | $3,000 | 1,121 |
| Total fiduciary and related assets | $475,047,000 | 266 |
| Managed Assets ($) | $473,757,000 | 206 |
| Non-managed Assets ($) | $1,290,000 | 991 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,068,000 | 200 |
| 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 | $886,000 | 232 |
| Number of Managed Accounts | $883,000 | 174 |
| Number of Non-Managed Accounts | $3,000 | 393 |
| Total fiduciary and related assets | $464,190,000 | 272 |
| Managed Assets ($) | $462,917,000 | 212 |
| Non-managed Assets ($) | $1,273,000 | 393 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,418,000 | 204 |
| 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 | $881,000 | 234 |
| Number of Managed Accounts | $878,000 | 181 |
| Number of Non-Managed Accounts | $3,000 | 398 |
| Total fiduciary and related assets | $450,554,000 | 279 |
| Managed Assets ($) | $449,322,000 | 218 |
| Non-managed Assets ($) | $1,232,000 | 398 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,694,000 | 206 |
| 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 | $865,000 | 239 |
| Number of Managed Accounts | $862,000 | 184 |
| Number of Non-Managed Accounts | $3,000 | 406 |
| Total fiduciary and related assets | $460,592,000 | 275 |
| Managed Assets ($) | $459,210,000 | 212 |
| Non-managed Assets ($) | $1,382,000 | 402 |
| Memoranda | ||
| Gross Fiduciary activities income | $917,000 | 193 |
| 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 | $864,000 | 259 |
| Number of Managed Accounts | $861,000 | 188 |
| Number of Non-Managed Accounts | $3,000 | 1,165 |
| Total fiduciary and related assets | $453,585,000 | 270 |
| Managed Assets ($) | $452,244,000 | 210 |
| Non-managed Assets ($) | $1,341,000 | 1,006 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,943,000 | 209 |
| 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 | $880,000 | 230 |
| Number of Managed Accounts | $878,000 | 175 |
| Number of Non-Managed Accounts | $2,000 | 398 |
| Total fiduciary and related assets | $460,576,000 | 264 |
| Managed Assets ($) | $459,810,000 | 205 |
| Non-managed Assets ($) | $766,000 | 397 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,320,000 | 201 |
| 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 | $884,000 | 228 |
| Number of Managed Accounts | $882,000 | 174 |
| Number of Non-Managed Accounts | $2,000 | 418 |
| Total fiduciary and related assets | $450,582,000 | 260 |
| Managed Assets ($) | $449,930,000 | 205 |
| Non-managed Assets ($) | $652,000 | 412 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,616,000 | 195 |
| 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 | $868,000 | 229 |
| Number of Managed Accounts | $865,000 | 178 |
| Number of Non-Managed Accounts | $3,000 | 409 |
| Total fiduciary and related assets | $441,834,000 | 265 |
| Managed Assets ($) | $441,081,000 | 209 |
| Non-managed Assets ($) | $753,000 | 414 |
| Memoranda | ||
| Gross Fiduciary activities income | $876,000 | 189 |
| 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 | $858,000 | 254 |
| Number of Managed Accounts | $855,000 | 185 |
| Number of Non-Managed Accounts | $3,000 | 1,168 |
| Total fiduciary and related assets | $435,921,000 | 266 |
| Managed Assets ($) | $435,203,000 | 205 |
| Non-managed Assets ($) | $718,000 | 1,097 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,869,000 | 211 |
| 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 | $868,000 | 233 |
| Number of Managed Accounts | $866,000 | 180 |
| Number of Non-Managed Accounts | $2,000 | 407 |
| Total fiduciary and related assets | $418,354,000 | 263 |
| Managed Assets ($) | $417,810,000 | 207 |
| Non-managed Assets ($) | $544,000 | 406 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,252,000 | 205 |
| 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 | $871,000 | 232 |
| Number of Managed Accounts | $869,000 | 177 |
| Number of Non-Managed Accounts | $2,000 | 412 |
| Total fiduciary and related assets | $422,142,000 | 267 |
| Managed Assets ($) | $421,612,000 | 208 |
| Non-managed Assets ($) | $530,000 | 415 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,578,000 | 203 |
| 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 | $869,000 | 230 |
| Number of Managed Accounts | $867,000 | 176 |
| Number of Non-Managed Accounts | $2,000 | 418 |
| Total fiduciary and related assets | $423,465,000 | 268 |
| Managed Assets ($) | $422,966,000 | 210 |
| Non-managed Assets ($) | $499,000 | 425 |
| Memoranda | ||
| Gross Fiduciary activities income | $863,000 | 188 |
| 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 | $873,000 | 262 |
| Number of Managed Accounts | $871,000 | 188 |
| Number of Non-Managed Accounts | $2,000 | 1,245 |
| Total fiduciary and related assets | $418,602,000 | 283 |
| Managed Assets ($) | $418,115,000 | 214 |
| Non-managed Assets ($) | $487,000 | 1,184 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,700,000 | 213 |
| 2003-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $878,000 | 242 |
| Number of Managed Accounts | $876,000 | 183 |
| Number of Non-Managed Accounts | $2,000 | 425 |
| Total fiduciary and related assets | $402,028,000 | 290 |
| Managed Assets ($) | $401,566,000 | 221 |
| Non-managed Assets ($) | $462,000 | 431 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,149,000 | 217 |
| 2003-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $881,000 | 249 |
| Number of Managed Accounts | $879,000 | 184 |
| Number of Non-Managed Accounts | $2,000 | 432 |
| Total fiduciary and related assets | $407,000,000 | 289 |
| Managed Assets ($) | $406,525,000 | 222 |
| Non-managed Assets ($) | $475,000 | 436 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,513,000 | 216 |
| 2003-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $869,000 | 254 |
| Number of Managed Accounts | $867,000 | 190 |
| Number of Non-Managed Accounts | $2,000 | 443 |
| Total fiduciary and related assets | $387,293,000 | 295 |
| Managed Assets ($) | $386,852,000 | 226 |
| Non-managed Assets ($) | $441,000 | 446 |
| Memoranda | ||
| Gross Fiduciary activities income | $839,000 | 207 |
| 2002-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $880,000 | 278 |
| Number of Managed Accounts | $878,000 | 196 |
| Number of Non-Managed Accounts | $2,000 | 1,271 |
| Total fiduciary and related assets | $386,516,000 | 298 |
| Managed Assets ($) | $386,121,000 | 227 |
| Non-managed Assets ($) | $395,000 | 1,237 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,724,000 | 234 |
| 2001-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 2 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $891,000 | 249 |
| Number of Managed Accounts | $889,000 | 180 |
| Number of Non-Managed Accounts | $2,000 | 1,222 |
| Total fiduciary and related assets | $397,840,000 | 280 |
| Managed Assets ($) | $397,410,000 | 219 |
| Non-managed Assets ($) | $430,000 | 1,176 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,043,000 | 224 |
| 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 | $3,001,000 | 223 |
| 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 | $2,740,000 | 269 |
| 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 | $2,415,000 | 284 |
| 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 | $1,972,000 | 326 |
| 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 | $1,754,000 | 380 |
| 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 | $1,655,000 | 416 |
| 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 | $1,531,000 | 427 |
| 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 | $1,426,000 | 457 |
| 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 | $1,317,000 | 479 |