Home > Hometown National Bank > Fiduciary and Related Services
Hometown National Bank, Fiduciary and Related Services
| 2023-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 4 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $528,000 | 364 |
| Number of Managed Accounts | $405,000 | 350 |
| Number of Non-Managed Accounts | $123,000 | 232 |
| Total fiduciary and related assets | $262,231,000 | 437 |
| Managed Assets ($) | $247,946,000 | 402 |
| Non-managed Assets ($) | $14,285,000 | 494 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,666,000 | 426 |
| 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 | $596,000 | 284 |
| Number of Managed Accounts | $410,000 | 284 |
| Number of Non-Managed Accounts | $186,000 | 143 |
| Total fiduciary and related assets | $260,891,000 | 351 |
| Managed Assets ($) | $232,393,000 | 331 |
| Non-managed Assets ($) | $28,498,000 | 293 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,237,000 | 423 |
| 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 | $614,000 | 315 |
| Number of Managed Accounts | $390,000 | 332 |
| Number of Non-Managed Accounts | $224,000 | 142 |
| Total fiduciary and related assets | $251,143,000 | 425 |
| Managed Assets ($) | $207,118,000 | 403 |
| Non-managed Assets ($) | $44,025,000 | 317 |
| Memoranda | ||
| Gross Fiduciary activities income | $818,000 | 420 |
| 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 | $624,000 | 287 |
| Number of Managed Accounts | $390,000 | 296 |
| Number of Non-Managed Accounts | $234,000 | 131 |
| Total fiduciary and related assets | $267,810,000 | 363 |
| Managed Assets ($) | $223,614,000 | 343 |
| Non-managed Assets ($) | $44,196,000 | 282 |
| Memoranda | ||
| Gross Fiduciary activities income | $398,000 | 435 |
| 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 | $626,000 | 332 |
| Number of Managed Accounts | $384,000 | 368 |
| Number of Non-Managed Accounts | $242,000 | 148 |
| Total fiduciary and related assets | $247,118,000 | 448 |
| Managed Assets ($) | $200,228,000 | 432 |
| Non-managed Assets ($) | $46,890,000 | 360 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,530,000 | 452 |
| 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 | $641,000 | 290 |
| Number of Managed Accounts | $393,000 | 305 |
| Number of Non-Managed Accounts | $248,000 | 128 |
| Total fiduciary and related assets | $246,306,000 | 374 |
| Managed Assets ($) | $200,151,000 | 358 |
| Non-managed Assets ($) | $46,155,000 | 289 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,123,000 | 458 |
| 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 | $633,000 | 282 |
| Number of Managed Accounts | $392,000 | 316 |
| Number of Non-Managed Accounts | $241,000 | 121 |
| Total fiduciary and related assets | $226,886,000 | 406 |
| Managed Assets ($) | $182,983,000 | 390 |
| Non-managed Assets ($) | $43,903,000 | 295 |
| Memoranda | ||
| Gross Fiduciary activities income | $757,000 | 416 |
| 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 | $627,000 | 261 |
| Number of Managed Accounts | $387,000 | 276 |
| Number of Non-Managed Accounts | $240,000 | 120 |
| Total fiduciary and related assets | $245,817,000 | 338 |
| Managed Assets ($) | $198,138,000 | 324 |
| Non-managed Assets ($) | $47,679,000 | 254 |
| Memoranda | ||
| Gross Fiduciary activities income | $381,000 | 418 |
| 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 | $625,000 | 295 |
| Number of Managed Accounts | $381,000 | 343 |
| Number of Non-Managed Accounts | $244,000 | 135 |
| Total fiduciary and related assets | $256,565,000 | 417 |
| Managed Assets ($) | $205,820,000 | 409 |
| Non-managed Assets ($) | $50,745,000 | 336 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,426,000 | 418 |
| 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 | $618,000 | 261 |
| Number of Managed Accounts | $374,000 | 278 |
| Number of Non-Managed Accounts | $244,000 | 118 |
| Total fiduciary and related assets | $254,511,000 | 328 |
| Managed Assets ($) | $203,518,000 | 311 |
| Non-managed Assets ($) | $50,993,000 | 253 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,042,000 | 418 |
| 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 | $613,000 | 285 |
| Number of Managed Accounts | $369,000 | 315 |
| Number of Non-Managed Accounts | $244,000 | 123 |
| Total fiduciary and related assets | $239,742,000 | 396 |
| Managed Assets ($) | $188,114,000 | 374 |
| Non-managed Assets ($) | $51,628,000 | 290 |
| Memoranda | ||
| Gross Fiduciary activities income | $695,000 | 417 |
| 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 | $593,000 | 266 |
| Number of Managed Accounts | $353,000 | 288 |
| Number of Non-Managed Accounts | $240,000 | 122 |
| Total fiduciary and related assets | $236,162,000 | 332 |
| Managed Assets ($) | $186,623,000 | 316 |
| Non-managed Assets ($) | $49,539,000 | 254 |
| Memoranda | ||
| Gross Fiduciary activities income | $342,000 | 417 |
| 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 | $600,000 | 298 |
| Number of Managed Accounts | $349,000 | 353 |
| Number of Non-Managed Accounts | $251,000 | 138 |
| Total fiduciary and related assets | $234,888,000 | 413 |
| Managed Assets ($) | $187,344,000 | 402 |
| Non-managed Assets ($) | $47,544,000 | 338 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,322,000 | 412 |
| 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 | $595,000 | 260 |
| Number of Managed Accounts | $348,000 | 285 |
| Number of Non-Managed Accounts | $247,000 | 120 |
| Total fiduciary and related assets | $230,767,000 | 331 |
| Managed Assets ($) | $186,042,000 | 314 |
| Non-managed Assets ($) | $44,725,000 | 258 |
| Memoranda | ||
| Gross Fiduciary activities income | $977,000 | 410 |
| 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 | $593,000 | 284 |
| Number of Managed Accounts | $346,000 | 318 |
| Number of Non-Managed Accounts | $247,000 | 129 |
| Total fiduciary and related assets | $206,243,000 | 391 |
| Managed Assets ($) | $165,144,000 | 369 |
| Non-managed Assets ($) | $41,099,000 | 299 |
| Memoranda | ||
| Gross Fiduciary activities income | $654,000 | 414 |
| 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 | $608,000 | 261 |
| Number of Managed Accounts | $352,000 | 284 |
| Number of Non-Managed Accounts | $256,000 | 119 |
| Total fiduciary and related assets | $195,642,000 | 336 |
| Managed Assets ($) | $157,809,000 | 318 |
| Non-managed Assets ($) | $37,833,000 | 261 |
| Memoranda | ||
| Gross Fiduciary activities income | $330,000 | 416 |
| 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 | $612,000 | 296 |
| Number of Managed Accounts | $351,000 | 351 |
| Number of Non-Managed Accounts | $261,000 | 140 |
| Total fiduciary and related assets | $223,047,000 | 413 |
| Managed Assets ($) | $178,272,000 | 398 |
| Non-managed Assets ($) | $44,775,000 | 338 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,296,000 | 418 |
| 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 | $588,000 | 263 |
| Number of Managed Accounts | $326,000 | 296 |
| Number of Non-Managed Accounts | $262,000 | 119 |
| Total fiduciary and related assets | $221,375,000 | 338 |
| Managed Assets ($) | $178,237,000 | 315 |
| Non-managed Assets ($) | $43,138,000 | 263 |
| Memoranda | ||
| Gross Fiduciary activities income | $943,000 | 423 |
| 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 | $596,000 | 280 |
| Number of Managed Accounts | $329,000 | 321 |
| Number of Non-Managed Accounts | $267,000 | 119 |
| Total fiduciary and related assets | $210,325,000 | 379 |
| Managed Assets ($) | $164,585,000 | 354 |
| Non-managed Assets ($) | $45,740,000 | 283 |
| Memoranda | ||
| Gross Fiduciary activities income | $631,000 | 424 |
| 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 | $598,000 | 283 |
| Number of Managed Accounts | $335,000 | 317 |
| Number of Non-Managed Accounts | $263,000 | 121 |
| Total fiduciary and related assets | $209,362,000 | 384 |
| Managed Assets ($) | $167,920,000 | 356 |
| Non-managed Assets ($) | $41,442,000 | 292 |
| Memoranda | ||
| Gross Fiduciary activities income | $309,000 | 424 |
| 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 | $581,000 | 312 |
| Number of Managed Accounts | $323,000 | 372 |
| Number of Non-Managed Accounts | $258,000 | 143 |
| Total fiduciary and related assets | $203,199,000 | 426 |
| Managed Assets ($) | $162,066,000 | 402 |
| Non-managed Assets ($) | $41,133,000 | 352 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,216,000 | 430 |
| 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 | $579,000 | 283 |
| Number of Managed Accounts | $322,000 | 321 |
| Number of Non-Managed Accounts | $257,000 | 125 |
| Total fiduciary and related assets | $214,573,000 | 387 |
| Managed Assets ($) | $162,705,000 | 361 |
| Non-managed Assets ($) | $51,868,000 | 282 |
| Memoranda | ||
| Gross Fiduciary activities income | $883,000 | 432 |
| 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 | $582,000 | 284 |
| Number of Managed Accounts | $323,000 | 321 |
| Number of Non-Managed Accounts | $259,000 | 122 |
| Total fiduciary and related assets | $216,002,000 | 389 |
| Managed Assets ($) | $161,873,000 | 365 |
| Non-managed Assets ($) | $54,129,000 | 283 |
| Memoranda | ||
| Gross Fiduciary activities income | $588,000 | 434 |
| 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 | $599,000 | 282 |
| Number of Managed Accounts | $331,000 | 322 |
| Number of Non-Managed Accounts | $268,000 | 122 |
| Total fiduciary and related assets | $212,967,000 | 391 |
| Managed Assets ($) | $158,775,000 | 366 |
| Non-managed Assets ($) | $54,192,000 | 284 |
| Memoranda | ||
| Gross Fiduciary activities income | $296,000 | 436 |
| 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 | $583,000 | 313 |
| Number of Managed Accounts | $318,000 | 372 |
| Number of Non-Managed Accounts | $265,000 | 141 |
| Total fiduciary and related assets | $218,161,000 | 424 |
| Managed Assets ($) | $150,173,000 | 427 |
| Non-managed Assets ($) | $67,988,000 | 291 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,105,000 | 438 |
| 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 | $575,000 | 283 |
| Number of Managed Accounts | $321,000 | 323 |
| Number of Non-Managed Accounts | $254,000 | 124 |
| Total fiduciary and related assets | $193,693,000 | 388 |
| Managed Assets ($) | $141,277,000 | 367 |
| Non-managed Assets ($) | $52,416,000 | 276 |
| Memoranda | ||
| Gross Fiduciary activities income | $805,000 | 448 |
| 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 | $566,000 | 289 |
| Number of Managed Accounts | $311,000 | 324 |
| Number of Non-Managed Accounts | $255,000 | 124 |
| Total fiduciary and related assets | $175,401,000 | 391 |
| Managed Assets ($) | $127,208,000 | 372 |
| Non-managed Assets ($) | $48,193,000 | 281 |
| Memoranda | ||
| Gross Fiduciary activities income | $530,000 | 447 |
| 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 | $568,000 | 292 |
| Number of Managed Accounts | $307,000 | 326 |
| Number of Non-Managed Accounts | $261,000 | 124 |
| Total fiduciary and related assets | $175,881,000 | 393 |
| Managed Assets ($) | $123,983,000 | 375 |
| Non-managed Assets ($) | $51,898,000 | 276 |
| Memoranda | ||
| Gross Fiduciary activities income | $263,000 | 457 |
| 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 | $571,000 | 317 |
| Number of Managed Accounts | $306,000 | 373 |
| Number of Non-Managed Accounts | $265,000 | 140 |
| Total fiduciary and related assets | $173,727,000 | 465 |
| Managed Assets ($) | $123,952,000 | 460 |
| Non-managed Assets ($) | $49,775,000 | 324 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,048,000 | 447 |
| 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 | $563,000 | 295 |
| Number of Managed Accounts | $296,000 | 328 |
| Number of Non-Managed Accounts | $267,000 | 123 |
| Total fiduciary and related assets | $176,490,000 | 395 |
| Managed Assets ($) | $121,854,000 | 373 |
| Non-managed Assets ($) | $54,636,000 | 275 |
| Memoranda | ||
| Gross Fiduciary activities income | $760,000 | 453 |
| 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 | $568,000 | 294 |
| Number of Managed Accounts | $303,000 | 325 |
| Number of Non-Managed Accounts | $265,000 | 124 |
| Total fiduciary and related assets | $160,960,000 | 398 |
| Managed Assets ($) | $113,324,000 | 377 |
| Non-managed Assets ($) | $47,636,000 | 287 |
| Memoranda | ||
| Gross Fiduciary activities income | $508,000 | 456 |
| 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 | $566,000 | 293 |
| Number of Managed Accounts | $310,000 | 322 |
| Number of Non-Managed Accounts | $256,000 | 128 |
| Total fiduciary and related assets | $156,987,000 | 398 |
| Managed Assets ($) | $112,424,000 | 378 |
| Non-managed Assets ($) | $44,563,000 | 289 |
| Memoranda | ||
| Gross Fiduciary activities income | $249,000 | 459 |
| 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 | $555,000 | 323 |
| Number of Managed Accounts | $301,000 | 383 |
| Number of Non-Managed Accounts | $254,000 | 151 |
| Total fiduciary and related assets | $167,746,000 | 463 |
| Managed Assets ($) | $110,571,000 | 479 |
| Non-managed Assets ($) | $57,175,000 | 301 |
| Memoranda | ||
| Gross Fiduciary activities income | $984,000 | 464 |
| 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 | $549,000 | 294 |
| Number of Managed Accounts | $293,000 | 329 |
| Number of Non-Managed Accounts | $256,000 | 127 |
| Total fiduciary and related assets | $158,106,000 | 395 |
| Managed Assets ($) | $104,010,000 | 374 |
| Non-managed Assets ($) | $54,096,000 | 275 |
| Memoranda | ||
| Gross Fiduciary activities income | $729,000 | 464 |
| 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 | $535,000 | 303 |
| Number of Managed Accounts | $283,000 | 335 |
| Number of Non-Managed Accounts | $252,000 | 128 |
| Total fiduciary and related assets | $162,008,000 | 397 |
| Managed Assets ($) | $106,152,000 | 378 |
| Non-managed Assets ($) | $55,856,000 | 272 |
| Memoranda | ||
| Gross Fiduciary activities income | $485,000 | 471 |
| 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 | $535,000 | 303 |
| Number of Managed Accounts | $284,000 | 339 |
| Number of Non-Managed Accounts | $251,000 | 134 |
| Total fiduciary and related assets | $161,352,000 | 399 |
| Managed Assets ($) | $106,820,000 | 376 |
| Non-managed Assets ($) | $54,532,000 | 281 |
| Memoranda | ||
| Gross Fiduciary activities income | $232,000 | 489 |
| 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 | $505,000 | 347 |
| Number of Managed Accounts | $256,000 | 420 |
| Number of Non-Managed Accounts | $249,000 | 164 |
| Total fiduciary and related assets | $153,760,000 | 489 |
| Managed Assets ($) | $102,717,000 | 511 |
| Non-managed Assets ($) | $51,043,000 | 326 |
| Memoranda | ||
| Gross Fiduciary activities income | $919,000 | 480 |
| 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 | $496,000 | 311 |
| Number of Managed Accounts | $244,000 | 347 |
| Number of Non-Managed Accounts | $252,000 | 131 |
| Total fiduciary and related assets | $150,131,000 | 398 |
| Managed Assets ($) | $100,613,000 | 377 |
| Non-managed Assets ($) | $49,518,000 | 284 |
| Memoranda | ||
| Gross Fiduciary activities income | $666,000 | 487 |
| 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 | $484,000 | 316 |
| Number of Managed Accounts | $232,000 | 351 |
| Number of Non-Managed Accounts | $252,000 | 131 |
| Total fiduciary and related assets | $152,694,000 | 397 |
| Managed Assets ($) | $103,143,000 | 377 |
| Non-managed Assets ($) | $49,551,000 | 285 |
| Memoranda | ||
| Gross Fiduciary activities income | $447,000 | 486 |
| 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 | $490,000 | 319 |
| Number of Managed Accounts | $224,000 | 354 |
| Number of Non-Managed Accounts | $266,000 | 131 |
| Total fiduciary and related assets | $144,433,000 | 401 |
| Managed Assets ($) | $95,533,000 | 380 |
| Non-managed Assets ($) | $48,900,000 | 284 |
| Memoranda | ||
| Gross Fiduciary activities income | $221,000 | 497 |
| 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 | $460,000 | 370 |
| Number of Managed Accounts | $201,000 | 478 |
| Number of Non-Managed Accounts | $259,000 | 166 |
| Total fiduciary and related assets | $145,980,000 | 489 |
| Managed Assets ($) | $92,919,000 | 521 |
| Non-managed Assets ($) | $53,061,000 | 315 |
| Memoranda | ||
| Gross Fiduciary activities income | $827,000 | 496 |
| 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 | $449,000 | 320 |
| Number of Managed Accounts | $193,000 | 345 |
| Number of Non-Managed Accounts | $256,000 | 135 |
| Total fiduciary and related assets | $131,510,000 | 379 |
| Managed Assets ($) | $87,719,000 | 363 |
| Non-managed Assets ($) | $43,791,000 | 280 |
| Memoranda | ||
| Gross Fiduciary activities income | $597,000 | 504 |
| 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 | $441,000 | 321 |
| Number of Managed Accounts | $188,000 | 348 |
| Number of Non-Managed Accounts | $253,000 | 138 |
| Total fiduciary and related assets | $127,260,000 | 381 |
| Managed Assets ($) | $83,667,000 | 364 |
| Non-managed Assets ($) | $43,593,000 | 282 |
| Memoranda | ||
| Gross Fiduciary activities income | $402,000 | 506 |
| 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 | $449,000 | 318 |
| Number of Managed Accounts | $196,000 | 348 |
| Number of Non-Managed Accounts | $253,000 | 138 |
| Total fiduciary and related assets | $125,161,000 | 385 |
| Managed Assets ($) | $82,442,000 | 366 |
| Non-managed Assets ($) | $42,719,000 | 293 |
| Memoranda | ||
| Gross Fiduciary activities income | $198,000 | 521 |
| 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 | $482,000 | 363 |
| Number of Managed Accounts | $208,000 | 464 |
| Number of Non-Managed Accounts | $274,000 | 172 |
| Total fiduciary and related assets | $133,804,000 | 508 |
| Managed Assets ($) | $84,669,000 | 526 |
| Non-managed Assets ($) | $49,135,000 | 338 |
| Memoranda | ||
| Gross Fiduciary activities income | $817,000 | 495 |
| 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 | $587,000 | 506 |
| 2012-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 393 |
| Number of Managed Accounts | $0 | 379 |
| Number of Non-Managed Accounts | $0 | 373 |
| Total fiduciary and related assets | $0 | 393 |
| Managed Assets ($) | $0 | 380 |
| Non-managed Assets ($) | $0 | 372 |
| Memoranda | ||
| Gross Fiduciary activities income | $393,000 | 502 |
| 2012-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 395 |
| Number of Managed Accounts | $0 | 379 |
| Number of Non-Managed Accounts | $0 | 372 |
| Total fiduciary and related assets | $0 | 394 |
| Managed Assets ($) | $0 | 379 |
| Non-managed Assets ($) | $0 | 371 |
| Memoranda | ||
| Gross Fiduciary activities income | $186,000 | 523 |
| 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 | $338,000 | 448 |
| Number of Managed Accounts | $158,000 | 543 |
| Number of Non-Managed Accounts | $180,000 | 225 |
| Total fiduciary and related assets | $125,258,000 | 502 |
| Managed Assets ($) | $69,569,000 | 561 |
| Non-managed Assets ($) | $55,689,000 | 298 |
| Memoranda | ||
| Gross Fiduciary activities income | $774,000 | 457 |
| 2011-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 417 |
| Number of Managed Accounts | $0 | 397 |
| Number of Non-Managed Accounts | $0 | 395 |
| Total fiduciary and related assets | $0 | 415 |
| Managed Assets ($) | $0 | 397 |
| Non-managed Assets ($) | $0 | 393 |
| Memoranda | ||
| Gross Fiduciary activities income | $573,000 | 458 |
| 2011-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 423 |
| Number of Managed Accounts | $0 | 403 |
| Number of Non-Managed Accounts | $0 | 400 |
| Total fiduciary and related assets | $0 | 421 |
| Managed Assets ($) | $0 | 403 |
| Non-managed Assets ($) | $0 | 398 |
| Memoranda | ||
| Gross Fiduciary activities income | $397,000 | 454 |
| 2011-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 428 |
| Number of Managed Accounts | $0 | 410 |
| Number of Non-Managed Accounts | $0 | 404 |
| Total fiduciary and related assets | $0 | 427 |
| Managed Assets ($) | $0 | 410 |
| Non-managed Assets ($) | $0 | 403 |
| Memoranda | ||
| Gross Fiduciary activities income | $213,000 | 440 |
| 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 | $420,000 | 418 |
| Number of Managed Accounts | $145,000 | 573 |
| Number of Non-Managed Accounts | $275,000 | 175 |
| Total fiduciary and related assets | $75,938,000 | 638 |
| Managed Assets ($) | $56,711,000 | 618 |
| Non-managed Assets ($) | $19,227,000 | 492 |
| Memoranda | ||
| Gross Fiduciary activities income | $613,000 | 511 |
| 2010-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 412 |
| Number of Managed Accounts | $0 | 393 |
| Number of Non-Managed Accounts | $0 | 391 |
| Total fiduciary and related assets | $0 | 411 |
| Managed Assets ($) | $0 | 394 |
| Non-managed Assets ($) | $0 | 389 |
| Memoranda | ||
| Gross Fiduciary activities income | $427,000 | 532 |
| 2010-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 414 |
| Number of Managed Accounts | $0 | 393 |
| Number of Non-Managed Accounts | $0 | 394 |
| Total fiduciary and related assets | $0 | 413 |
| Managed Assets ($) | $0 | 394 |
| Non-managed Assets ($) | $0 | 392 |
| Memoranda | ||
| Gross Fiduciary activities income | $295,000 | 523 |
| 2010-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 421 |
| Number of Managed Accounts | $0 | 397 |
| Number of Non-Managed Accounts | $0 | 401 |
| Total fiduciary and related assets | $0 | 419 |
| Managed Assets ($) | $0 | 397 |
| Non-managed Assets ($) | $0 | 399 |
| Memoranda | ||
| Gross Fiduciary activities income | $131,000 | 559 |
| 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 | $375,000 | 447 |
| Number of Managed Accounts | $157,000 | 563 |
| Number of Non-Managed Accounts | $218,000 | 209 |
| Total fiduciary and related assets | $121,191,000 | 526 |
| Managed Assets ($) | $49,077,000 | 640 |
| Non-managed Assets ($) | $72,114,000 | 267 |
| Memoranda | ||
| Gross Fiduciary activities income | $529,000 | 534 |
| 2009-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 409 |
| Number of Managed Accounts | $0 | 386 |
| Number of Non-Managed Accounts | $0 | 386 |
| Total fiduciary and related assets | $0 | 408 |
| Managed Assets ($) | $0 | 386 |
| Non-managed Assets ($) | $0 | 385 |
| Memoranda | ||
| Gross Fiduciary activities income | $387,000 | 537 |
| 2009-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 415 |
| Number of Managed Accounts | $0 | 392 |
| Number of Non-Managed Accounts | $0 | 393 |
| Total fiduciary and related assets | $0 | 414 |
| Managed Assets ($) | $0 | 392 |
| Non-managed Assets ($) | $0 | 391 |
| Memoranda | ||
| Gross Fiduciary activities income | $252,000 | 549 |
| 2009-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 418 |
| Number of Managed Accounts | $0 | 395 |
| Number of Non-Managed Accounts | $0 | 393 |
| Total fiduciary and related assets | $0 | 417 |
| Managed Assets ($) | $0 | 395 |
| Non-managed Assets ($) | $0 | 392 |
| Memoranda | ||
| Gross Fiduciary activities income | $114,000 | 570 |
| 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 | $429,000 | 420 |
| Number of Managed Accounts | $295,000 | 400 |
| Number of Non-Managed Accounts | $134,000 | 291 |
| Total fiduciary and related assets | $165,328,000 | 429 |
| Managed Assets ($) | $137,532,000 | 383 |
| Non-managed Assets ($) | $27,796,000 | 415 |
| Memoranda | ||
| Gross Fiduciary activities income | $320,000 | 666 |
| 2008-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 441 |
| Number of Managed Accounts | $0 | 419 |
| Number of Non-Managed Accounts | $0 | 421 |
| Total fiduciary and related assets | $0 | 440 |
| Managed Assets ($) | $0 | 419 |
| Non-managed Assets ($) | $0 | 420 |
| Memoranda | ||
| Gross Fiduciary activities income | $225,000 | 686 |
| 2008-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 450 |
| Number of Managed Accounts | $0 | 425 |
| Number of Non-Managed Accounts | $0 | 427 |
| Total fiduciary and related assets | $0 | 449 |
| Managed Assets ($) | $0 | 425 |
| Non-managed Assets ($) | $0 | 426 |
| Memoranda | ||
| Gross Fiduciary activities income | $149,000 | 704 |
| 2008-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 460 |
| Number of Managed Accounts | $0 | 434 |
| Number of Non-Managed Accounts | $0 | 433 |
| Total fiduciary and related assets | $0 | 459 |
| Managed Assets ($) | $0 | 434 |
| Non-managed Assets ($) | $0 | 431 |
| Memoranda | ||
| Gross Fiduciary activities income | $74,000 | 718 |
| 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 | $210,000 | 654 |
| Number of Managed Accounts | $90,000 | 745 |
| Number of Non-Managed Accounts | $120,000 | 323 |
| Total fiduciary and related assets | $51,361,000 | 781 |
| Managed Assets ($) | $30,278,000 | 811 |
| Non-managed Assets ($) | $21,083,000 | 497 |
| Memoranda | ||
| Gross Fiduciary activities income | $313,000 | 698 |
| 2007-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 444 |
| Number of Managed Accounts | $0 | 421 |
| Number of Non-Managed Accounts | $0 | 417 |
| Total fiduciary and related assets | $0 | 443 |
| Managed Assets ($) | $0 | 421 |
| Non-managed Assets ($) | $0 | 416 |
| Memoranda | ||
| Gross Fiduciary activities income | $214,000 | 714 |
| 2007-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 450 |
| Number of Managed Accounts | $0 | 427 |
| Number of Non-Managed Accounts | $0 | 422 |
| Total fiduciary and related assets | $0 | 449 |
| Managed Assets ($) | $0 | 427 |
| Non-managed Assets ($) | $0 | 421 |
| Memoranda | ||
| Gross Fiduciary activities income | $139,000 | 731 |
| 2007-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 451 |
| Number of Managed Accounts | $0 | 427 |
| Number of Non-Managed Accounts | $0 | 425 |
| Total fiduciary and related assets | $0 | 450 |
| Managed Assets ($) | $0 | 427 |
| Non-managed Assets ($) | $0 | 424 |
| Memoranda | ||
| Gross Fiduciary activities income | $66,000 | 758 |
| 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 | $208,000 | 651 |
| Number of Managed Accounts | $90,000 | 758 |
| Number of Non-Managed Accounts | $118,000 | 328 |
| Total fiduciary and related assets | $54,841,000 | 768 |
| Managed Assets ($) | $28,622,000 | 817 |
| Non-managed Assets ($) | $26,219,000 | 471 |
| Memoranda | ||
| Gross Fiduciary activities income | $268,000 | 740 |
| 2006-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 432 |
| Number of Managed Accounts | $0 | 409 |
| Number of Non-Managed Accounts | $0 | 409 |
| Total fiduciary and related assets | $0 | 431 |
| Managed Assets ($) | $0 | 409 |
| Non-managed Assets ($) | $0 | 408 |
| Memoranda | ||
| Gross Fiduciary activities income | $198,000 | 735 |
| 2006-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 435 |
| Number of Managed Accounts | $0 | 413 |
| Number of Non-Managed Accounts | $0 | 412 |
| Total fiduciary and related assets | $0 | 434 |
| Managed Assets ($) | $0 | 413 |
| Non-managed Assets ($) | $0 | 411 |
| Memoranda | ||
| Gross Fiduciary activities income | $149,000 | 714 |
| 2006-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 458 |
| Number of Managed Accounts | $0 | 437 |
| Number of Non-Managed Accounts | $0 | 423 |
| Total fiduciary and related assets | $0 | 457 |
| Managed Assets ($) | $0 | 437 |
| Non-managed Assets ($) | $0 | 422 |
| Memoranda | ||
| Gross Fiduciary activities income | $75,000 | 725 |
| 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 | $203,000 | 678 |
| Number of Managed Accounts | $73,000 | 838 |
| Number of Non-Managed Accounts | $130,000 | 322 |
| Total fiduciary and related assets | $51,390,000 | 787 |
| Managed Assets ($) | $24,803,000 | 857 |
| Non-managed Assets ($) | $26,587,000 | 452 |
| Memoranda | ||
| Gross Fiduciary activities income | $262,000 | 750 |
| 2005-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 444 |
| Number of Managed Accounts | $0 | 422 |
| Number of Non-Managed Accounts | $0 | 414 |
| Total fiduciary and related assets | $0 | 443 |
| Managed Assets ($) | $0 | 423 |
| Non-managed Assets ($) | $0 | 412 |
| Memoranda | ||
| Gross Fiduciary activities income | $204,000 | 726 |
| 2005-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 460 |
| Number of Managed Accounts | $0 | 435 |
| Number of Non-Managed Accounts | $0 | 431 |
| Total fiduciary and related assets | $0 | 458 |
| Managed Assets ($) | $0 | 435 |
| Non-managed Assets ($) | $0 | 429 |
| Memoranda | ||
| Gross Fiduciary activities income | $156,000 | 682 |
| 2005-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 465 |
| Number of Managed Accounts | $0 | 438 |
| Number of Non-Managed Accounts | $0 | 433 |
| Total fiduciary and related assets | $0 | 463 |
| Managed Assets ($) | $0 | 438 |
| Non-managed Assets ($) | $0 | 431 |
| Memoranda | ||
| Gross Fiduciary activities income | $81,000 | 689 |
| 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 | $224,000 | 634 |
| Number of Managed Accounts | $81,000 | 806 |
| Number of Non-Managed Accounts | $143,000 | 322 |
| Total fiduciary and related assets | $46,585,000 | 802 |
| Managed Assets ($) | $19,769,000 | 896 |
| Non-managed Assets ($) | $26,816,000 | 447 |
| Memoranda | ||
| Gross Fiduciary activities income | $311,000 | 681 |
| 2004-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 453 |
| Number of Managed Accounts | $0 | 424 |
| Number of Non-Managed Accounts | $0 | 423 |
| Total fiduciary and related assets | $0 | 451 |
| Managed Assets ($) | $0 | 424 |
| Non-managed Assets ($) | $0 | 421 |
| Memoranda | ||
| Gross Fiduciary activities income | $250,000 | 660 |
| 2004-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 462 |
| Number of Managed Accounts | $0 | 429 |
| Number of Non-Managed Accounts | $0 | 432 |
| Total fiduciary and related assets | $0 | 459 |
| Managed Assets ($) | $0 | 429 |
| Non-managed Assets ($) | $0 | 429 |
| Memoranda | ||
| Gross Fiduciary activities income | $191,000 | 646 |
| 2004-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 473 |
| Number of Managed Accounts | $0 | 438 |
| Number of Non-Managed Accounts | $0 | 438 |
| Total fiduciary and related assets | $0 | 471 |
| Managed Assets ($) | $0 | 438 |
| Non-managed Assets ($) | $0 | 436 |
| Memoranda | ||
| Gross Fiduciary activities income | $100,000 | 646 |
| 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 | $245,000 | 624 |
| Number of Managed Accounts | $88,000 | 814 |
| Number of Non-Managed Accounts | $157,000 | 321 |
| Total fiduciary and related assets | $42,349,000 | 823 |
| Managed Assets ($) | $25,417,000 | 846 |
| Non-managed Assets ($) | $16,932,000 | 563 |
| Memoranda | ||
| Gross Fiduciary activities income | $324,000 | 681 |
| 2003-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 473 |
| Number of Managed Accounts | $0 | 442 |
| Number of Non-Managed Accounts | $0 | 446 |
| Total fiduciary and related assets | $0 | 472 |
| Managed Assets ($) | $0 | 442 |
| Non-managed Assets ($) | $0 | 445 |
| Memoranda | ||
| Gross Fiduciary activities income | $219,000 | 718 |
| 2003-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 474 |
| Number of Managed Accounts | $0 | 446 |
| Number of Non-Managed Accounts | $0 | 448 |
| Total fiduciary and related assets | $0 | 473 |
| Managed Assets ($) | $0 | 446 |
| Non-managed Assets ($) | $0 | 447 |
| Memoranda | ||
| Gross Fiduciary activities income | $159,000 | 693 |
| 2003-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 491 |
| Number of Managed Accounts | $0 | 461 |
| Number of Non-Managed Accounts | $0 | 460 |
| Total fiduciary and related assets | $0 | 490 |
| Managed Assets ($) | $0 | 461 |
| Non-managed Assets ($) | $0 | 458 |
| Memoranda | ||
| Gross Fiduciary activities income | $73,000 | 732 |
| 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 | $249,000 | 632 |
| Number of Managed Accounts | $93,000 | 806 |
| Number of Non-Managed Accounts | $156,000 | 333 |
| Total fiduciary and related assets | $44,182,000 | 809 |
| Managed Assets ($) | $26,724,000 | 831 |
| Non-managed Assets ($) | $17,458,000 | 530 |
| Memoranda | ||
| Gross Fiduciary activities income | $340,000 | 678 |
| 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 | $271,000 | 569 |
| Number of Managed Accounts | $102,000 | 745 |
| Number of Non-Managed Accounts | $169,000 | 308 |
| Total fiduciary and related assets | $44,784,000 | 769 |
| Managed Assets ($) | $30,154,000 | 771 |
| Non-managed Assets ($) | $14,630,000 | 557 |
| Memoranda | ||
| Gross Fiduciary activities income | $332,000 | 702 |
| 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 | $330,000 | 702 |
| 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 | $297,000 | 774 |
| 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 | $285,000 | 792 |
| 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 | $206,000 | 888 |
| 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 | $202,000 | 962 |
| 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 | $219,000 | 976 |
| 1994-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1993-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1992-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |