Home > Israel Discount Bank of New York > Fiduciary and Related Services
Israel Discount Bank of New York, 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 | $1,389,000 | 188 |
| Number of Managed Accounts | $1,389,000 | 144 |
| Number of Non-Managed Accounts | $0 | 825 |
| Total fiduciary and related assets | $612,112,000 | 317 |
| Managed Assets ($) | $612,112,000 | 275 |
| Non-managed Assets ($) | $0 | 820 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,483,000 | 211 |
| 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 | $1,434,000 | 173 |
| Number of Managed Accounts | $1,434,000 | 141 |
| Number of Non-Managed Accounts | $0 | 365 |
| Total fiduciary and related assets | $582,084,000 | 293 |
| Managed Assets ($) | $582,084,000 | 263 |
| Non-managed Assets ($) | $0 | 363 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,694,000 | 210 |
| 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 | $1,450,000 | 173 |
| Number of Managed Accounts | $1,450,000 | 141 |
| Number of Non-Managed Accounts | $0 | 435 |
| Total fiduciary and related assets | $600,965,000 | 310 |
| Managed Assets ($) | $600,965,000 | 271 |
| Non-managed Assets ($) | $0 | 433 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,814,000 | 207 |
| 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 | $1,493,000 | 174 |
| Number of Managed Accounts | $1,493,000 | 144 |
| Number of Non-Managed Accounts | $0 | 373 |
| Total fiduciary and related assets | $611,965,000 | 293 |
| Managed Assets ($) | $611,965,000 | 263 |
| Non-managed Assets ($) | $0 | 373 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,907,000 | 214 |
| 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 | $1,521,000 | 177 |
| Number of Managed Accounts | $1,521,000 | 145 |
| Number of Non-Managed Accounts | $0 | 869 |
| Total fiduciary and related assets | $597,363,000 | 313 |
| Managed Assets ($) | $597,363,000 | 273 |
| Non-managed Assets ($) | $0 | 864 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,068,000 | 208 |
| 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 | $1,549,000 | 174 |
| Number of Managed Accounts | $1,549,000 | 143 |
| Number of Non-Managed Accounts | $0 | 385 |
| Total fiduciary and related assets | $572,400,000 | 299 |
| Managed Assets ($) | $572,400,000 | 264 |
| Non-managed Assets ($) | $0 | 385 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,205,000 | 208 |
| 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 | $1,556,000 | 155 |
| Number of Managed Accounts | $1,556,000 | 129 |
| Number of Non-Managed Accounts | $0 | 417 |
| Total fiduciary and related assets | $611,157,000 | 269 |
| Managed Assets ($) | $611,157,000 | 236 |
| Non-managed Assets ($) | $0 | 417 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,252,000 | 169 |
| 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 | $1,571,000 | 155 |
| Number of Managed Accounts | $1,571,000 | 130 |
| Number of Non-Managed Accounts | $0 | 347 |
| Total fiduciary and related assets | $691,105,000 | 254 |
| Managed Assets ($) | $691,105,000 | 224 |
| Non-managed Assets ($) | $0 | 346 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,195,000 | 166 |
| 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 | $1,540,000 | 160 |
| Number of Managed Accounts | $1,540,000 | 133 |
| Number of Non-Managed Accounts | $0 | 847 |
| Total fiduciary and related assets | $736,769,000 | 264 |
| Managed Assets ($) | $736,769,000 | 227 |
| Non-managed Assets ($) | $0 | 841 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,836,000 | 185 |
| 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 | $1,373,000 | 168 |
| Number of Managed Accounts | $1,373,000 | 139 |
| Number of Non-Managed Accounts | $0 | 330 |
| Total fiduciary and related assets | $671,567,000 | 257 |
| Managed Assets ($) | $671,567,000 | 229 |
| Non-managed Assets ($) | $0 | 330 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,636,000 | 191 |
| 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 | $1,257,000 | 188 |
| Number of Managed Accounts | $1,257,000 | 155 |
| Number of Non-Managed Accounts | $0 | 396 |
| Total fiduciary and related assets | $626,598,000 | 278 |
| Managed Assets ($) | $626,598,000 | 239 |
| Non-managed Assets ($) | $0 | 395 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,594,000 | 195 |
| 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 | $1,255,000 | 186 |
| Number of Managed Accounts | $1,255,000 | 151 |
| Number of Non-Managed Accounts | $0 | 333 |
| Total fiduciary and related assets | $572,933,000 | 269 |
| Managed Assets ($) | $572,933,000 | 239 |
| Non-managed Assets ($) | $0 | 332 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,736,000 | 198 |
| 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 | $1,224,000 | 193 |
| Number of Managed Accounts | $1,224,000 | 156 |
| Number of Non-Managed Accounts | $0 | 874 |
| Total fiduciary and related assets | $562,772,000 | 287 |
| Managed Assets ($) | $562,772,000 | 246 |
| Non-managed Assets ($) | $0 | 869 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,885,000 | 182 |
| 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 | $1,202,000 | 187 |
| Number of Managed Accounts | $1,202,000 | 156 |
| Number of Non-Managed Accounts | $0 | 335 |
| Total fiduciary and related assets | $575,226,000 | 256 |
| Managed Assets ($) | $575,226,000 | 227 |
| Non-managed Assets ($) | $0 | 335 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,191,000 | 179 |
| 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 | $1,204,000 | 192 |
| Number of Managed Accounts | $1,204,000 | 160 |
| Number of Non-Managed Accounts | $0 | 391 |
| Total fiduciary and related assets | $548,364,000 | 280 |
| Managed Assets ($) | $548,364,000 | 238 |
| Non-managed Assets ($) | $0 | 391 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,503,000 | 177 |
| 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 | $1,223,000 | 184 |
| Number of Managed Accounts | $1,223,000 | 152 |
| Number of Non-Managed Accounts | $0 | 338 |
| Total fiduciary and related assets | $496,812,000 | 260 |
| Managed Assets ($) | $496,812,000 | 228 |
| Non-managed Assets ($) | $0 | 338 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,961,000 | 167 |
| 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 | $1,220,000 | 191 |
| Number of Managed Accounts | $1,220,000 | 158 |
| Number of Non-Managed Accounts | $0 | 902 |
| Total fiduciary and related assets | $563,115,000 | 277 |
| Managed Assets ($) | $563,115,000 | 237 |
| Non-managed Assets ($) | $0 | 897 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,193,000 | 164 |
| 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 | $1,220,000 | 182 |
| Number of Managed Accounts | $1,220,000 | 153 |
| Number of Non-Managed Accounts | $0 | 341 |
| Total fiduciary and related assets | $528,402,000 | 265 |
| Managed Assets ($) | $528,402,000 | 234 |
| Non-managed Assets ($) | $0 | 341 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,144,000 | 160 |
| 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 | $1,233,000 | 184 |
| Number of Managed Accounts | $1,233,000 | 155 |
| Number of Non-Managed Accounts | $0 | 381 |
| Total fiduciary and related assets | $527,622,000 | 274 |
| Managed Assets ($) | $527,622,000 | 237 |
| Non-managed Assets ($) | $0 | 381 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,084,000 | 158 |
| 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 | $1,252,000 | 184 |
| Number of Managed Accounts | $1,252,000 | 151 |
| Number of Non-Managed Accounts | $0 | 384 |
| Total fiduciary and related assets | $522,063,000 | 274 |
| Managed Assets ($) | $522,063,000 | 236 |
| Non-managed Assets ($) | $0 | 384 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,029,000 | 156 |
| 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 | $1,260,000 | 189 |
| Number of Managed Accounts | $1,260,000 | 152 |
| Number of Non-Managed Accounts | $0 | 932 |
| Total fiduciary and related assets | $489,963,000 | 281 |
| Managed Assets ($) | $489,963,000 | 239 |
| Non-managed Assets ($) | $0 | 927 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,518,000 | 155 |
| 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 | $1,306,000 | 177 |
| Number of Managed Accounts | $1,306,000 | 145 |
| Number of Non-Managed Accounts | $0 | 388 |
| Total fiduciary and related assets | $542,228,000 | 273 |
| Managed Assets ($) | $542,228,000 | 231 |
| Non-managed Assets ($) | $0 | 388 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,480,000 | 152 |
| 2018-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,316,000 | 174 |
| Number of Managed Accounts | $1,316,000 | 146 |
| Number of Non-Managed Accounts | $0 | 391 |
| Total fiduciary and related assets | $538,217,000 | 273 |
| Managed Assets ($) | $538,217,000 | 229 |
| Non-managed Assets ($) | $0 | 391 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,319,000 | 154 |
| 2018-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,330,000 | 175 |
| Number of Managed Accounts | $1,330,000 | 147 |
| Number of Non-Managed Accounts | $0 | 394 |
| Total fiduciary and related assets | $533,401,000 | 274 |
| Managed Assets ($) | $533,401,000 | 225 |
| Non-managed Assets ($) | $0 | 394 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,170,000 | 155 |
| 2017-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,280,000 | 186 |
| Number of Managed Accounts | $1,280,000 | 151 |
| Number of Non-Managed Accounts | $0 | 965 |
| Total fiduciary and related assets | $518,861,000 | 278 |
| Managed Assets ($) | $518,861,000 | 228 |
| Non-managed Assets ($) | $0 | 958 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,355,000 | 165 |
| 2017-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,283,000 | 180 |
| Number of Managed Accounts | $1,283,000 | 148 |
| Number of Non-Managed Accounts | $0 | 384 |
| Total fiduciary and related assets | $497,886,000 | 283 |
| Managed Assets ($) | $497,886,000 | 232 |
| Non-managed Assets ($) | $0 | 384 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,413,000 | 165 |
| 2017-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,261,000 | 177 |
| Number of Managed Accounts | $1,261,000 | 147 |
| Number of Non-Managed Accounts | $0 | 386 |
| Total fiduciary and related assets | $475,026,000 | 286 |
| Managed Assets ($) | $475,026,000 | 235 |
| Non-managed Assets ($) | $0 | 386 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,615,000 | 162 |
| 2017-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,359,000 | 171 |
| Number of Managed Accounts | $1,359,000 | 142 |
| Number of Non-Managed Accounts | $0 | 388 |
| Total fiduciary and related assets | $464,526,000 | 290 |
| Managed Assets ($) | $464,526,000 | 241 |
| Non-managed Assets ($) | $0 | 388 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,791,000 | 164 |
| 2016-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,427,000 | 166 |
| Number of Managed Accounts | $1,427,000 | 133 |
| Number of Non-Managed Accounts | $0 | 999 |
| Total fiduciary and related assets | $465,782,000 | 278 |
| Managed Assets ($) | $465,782,000 | 237 |
| Non-managed Assets ($) | $0 | 989 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,287,000 | 155 |
| 2016-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,549,000 | 152 |
| Number of Managed Accounts | $1,549,000 | 115 |
| Number of Non-Managed Accounts | $0 | 399 |
| Total fiduciary and related assets | $481,560,000 | 272 |
| Managed Assets ($) | $481,560,000 | 234 |
| Non-managed Assets ($) | $0 | 397 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,349,000 | 155 |
| 2016-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,542,000 | 153 |
| Number of Managed Accounts | $1,542,000 | 114 |
| Number of Non-Managed Accounts | $0 | 404 |
| Total fiduciary and related assets | $478,581,000 | 275 |
| Managed Assets ($) | $478,581,000 | 235 |
| Non-managed Assets ($) | $0 | 403 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,396,000 | 162 |
| 2016-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,546,000 | 151 |
| Number of Managed Accounts | $1,544,000 | 117 |
| Number of Non-Managed Accounts | $2,000 | 391 |
| Total fiduciary and related assets | $483,000,000 | 273 |
| Managed Assets ($) | $482,998,000 | 234 |
| Non-managed Assets ($) | $2,000 | 401 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,868,000 | 151 |
| 2015-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,610,000 | 147 |
| Number of Managed Accounts | $1,604,000 | 112 |
| Number of Non-Managed Accounts | $6,000 | 835 |
| Total fiduciary and related assets | $504,315,000 | 266 |
| Managed Assets ($) | $502,808,000 | 230 |
| Non-managed Assets ($) | $1,507,000 | 799 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,687,000 | 152 |
| 2015-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,404,000 | 163 |
| Number of Managed Accounts | $1,400,000 | 123 |
| Number of Non-Managed Accounts | $4,000 | 378 |
| Total fiduciary and related assets | $491,136,000 | 265 |
| Managed Assets ($) | $489,635,000 | 228 |
| Non-managed Assets ($) | $1,501,000 | 381 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,706,000 | 154 |
| 2015-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,457,000 | 157 |
| Number of Managed Accounts | $1,451,000 | 125 |
| Number of Non-Managed Accounts | $6,000 | 372 |
| Total fiduciary and related assets | $518,049,000 | 268 |
| Managed Assets ($) | $516,548,000 | 232 |
| Non-managed Assets ($) | $1,501,000 | 385 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,766,000 | 156 |
| 2015-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,532,000 | 151 |
| Number of Managed Accounts | $1,529,000 | 116 |
| Number of Non-Managed Accounts | $3,000 | 389 |
| Total fiduciary and related assets | $500,036,000 | 271 |
| Managed Assets ($) | $498,536,000 | 232 |
| Non-managed Assets ($) | $1,500,000 | 386 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,858,000 | 158 |
| 2014-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,549,000 | 152 |
| Number of Managed Accounts | $1,546,000 | 114 |
| Number of Non-Managed Accounts | $3,000 | 945 |
| Total fiduciary and related assets | $484,089,000 | 277 |
| Managed Assets ($) | $481,092,000 | 237 |
| Non-managed Assets ($) | $2,997,000 | 761 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,563,000 | 162 |
| 2014-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,541,000 | 147 |
| Number of Managed Accounts | $1,536,000 | 112 |
| Number of Non-Managed Accounts | $5,000 | 376 |
| Total fiduciary and related assets | $480,862,000 | 280 |
| Managed Assets ($) | $476,684,000 | 233 |
| Non-managed Assets ($) | $4,178,000 | 374 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,747,000 | 163 |
| 2014-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,452,000 | 154 |
| Number of Managed Accounts | $1,446,000 | 123 |
| Number of Non-Managed Accounts | $6,000 | 376 |
| Total fiduciary and related assets | $487,445,000 | 276 |
| Managed Assets ($) | $484,445,000 | 237 |
| Non-managed Assets ($) | $3,000,000 | 382 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,158,000 | 161 |
| 2014-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,335,000 | 169 |
| Number of Managed Accounts | $1,332,000 | 129 |
| Number of Non-Managed Accounts | $3,000 | 392 |
| Total fiduciary and related assets | $446,824,000 | 287 |
| Managed Assets ($) | $443,824,000 | 239 |
| Non-managed Assets ($) | $3,000,000 | 382 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,496,000 | 171 |
| 2013-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,163,000 | 189 |
| Number of Managed Accounts | $1,158,000 | 148 |
| Number of Non-Managed Accounts | $5,000 | 912 |
| Total fiduciary and related assets | $409,563,000 | 298 |
| Managed Assets ($) | $406,563,000 | 252 |
| Non-managed Assets ($) | $3,000,000 | 775 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,258,000 | 202 |
| 2013-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 406 |
| Number of Managed Accounts | $0 | 391 |
| Number of Non-Managed Accounts | $0 | 390 |
| Total fiduciary and related assets | $0 | 405 |
| Managed Assets ($) | $0 | 392 |
| Non-managed Assets ($) | $0 | 388 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,948,000 | 208 |
| 2013-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 410 |
| Number of Managed Accounts | $0 | 395 |
| Number of Non-Managed Accounts | $0 | 391 |
| Total fiduciary and related assets | $0 | 408 |
| Managed Assets ($) | $0 | 395 |
| Non-managed Assets ($) | $0 | 389 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,810,000 | 226 |
| 2013-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 414 |
| Number of Managed Accounts | $0 | 400 |
| Number of Non-Managed Accounts | $0 | 394 |
| Total fiduciary and related assets | $0 | 412 |
| Managed Assets ($) | $0 | 399 |
| Non-managed Assets ($) | $0 | 392 |
| Memoranda | ||
| Gross Fiduciary activities income | $805,000 | 245 |
| 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 | $659,000 | 296 |
| Number of Managed Accounts | $657,000 | 227 |
| Number of Non-Managed Accounts | $2,000 | 1,031 |
| Total fiduciary and related assets | $244,626,000 | 375 |
| Managed Assets ($) | $244,622,000 | 302 |
| Non-managed Assets ($) | $4,000 | 1,109 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,272,000 | 291 |
| 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 | $528,000 | 531 |
| 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 | $380,000 | 512 |
| 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 | $177,000 | 539 |
| 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 | $245,000 | 535 |
| Number of Managed Accounts | $243,000 | 430 |
| Number of Non-Managed Accounts | $2,000 | 1,047 |
| Total fiduciary and related assets | $137,484,000 | 479 |
| Managed Assets ($) | $137,467,000 | 386 |
| Non-managed Assets ($) | $17,000 | 1,137 |
| Memoranda | ||
| Gross Fiduciary activities income | $660,000 | 506 |
| 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 | $489,000 | 507 |
| 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 | $319,000 | 516 |
| 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 | $82,000 | 650 |
| 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 | $85,000 | 864 |
| Number of Managed Accounts | $85,000 | 716 |
| Number of Non-Managed Accounts | $0 | 1,219 |
| Total fiduciary and related assets | $97,450,000 | 568 |
| Managed Assets ($) | $97,450,000 | 481 |
| Non-managed Assets ($) | $0 | 1,212 |
| Memoranda | ||
| Gross Fiduciary activities income | $539,000 | 535 |
| 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 | $321,000 | 583 |
| 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 | $200,000 | 607 |
| 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 | $83,000 | 650 |
| 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 | $47,000 | 1,038 |
| Number of Managed Accounts | $47,000 | 876 |
| Number of Non-Managed Accounts | $0 | 1,248 |
| Total fiduciary and related assets | $48,262,000 | 747 |
| Managed Assets ($) | $48,262,000 | 643 |
| Non-managed Assets ($) | $0 | 1,242 |
| Memoranda | ||
| Gross Fiduciary activities income | $24,000 | 1,069 |
| 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 | $615,000 | 434 |
| 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 | $473,000 | 401 |
| 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 | $277,000 | 364 |
| 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 | $2,208,000 | 110 |
| Number of Managed Accounts | $0 | 1,520 |
| Number of Non-Managed Accounts | $2,208,000 | 53 |
| Total fiduciary and related assets | $156,706,000 | 438 |
| Managed Assets ($) | $0 | 1,519 |
| Non-managed Assets ($) | $156,706,000 | 175 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,339,000 | 348 |
| 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 | $1,110,000 | 326 |
| 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 | $819,000 | 311 |
| 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 | $469,000 | 289 |
| 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 | $1,872,000 | 125 |
| Number of Managed Accounts | $0 | 1,582 |
| Number of Non-Managed Accounts | $1,872,000 | 56 |
| Total fiduciary and related assets | $209,573,000 | 427 |
| Managed Assets ($) | $0 | 1,581 |
| Non-managed Assets ($) | $209,573,000 | 180 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,856,000 | 293 |
| 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 | $777,000 | 407 |
| 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 | $504,000 | 422 |
| 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 | $504,000 | 275 |
| 2006-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,320,000 | 174 |
| Number of Managed Accounts | $0 | 1,625 |
| Number of Non-Managed Accounts | $1,320,000 | 67 |
| Total fiduciary and related assets | $186,406,000 | 447 |
| Managed Assets ($) | $0 | 1,624 |
| Non-managed Assets ($) | $186,406,000 | 189 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,751,000 | 292 |
| 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 | $1,175,000 | 315 |
| 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 | $852,000 | 308 |
| 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 | $460,000 | 289 |
| 2005-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,115,000 | 199 |
| Number of Managed Accounts | $0 | 1,678 |
| Number of Non-Managed Accounts | $1,115,000 | 73 |
| Total fiduciary and related assets | $194,369,000 | 426 |
| Managed Assets ($) | $0 | 1,677 |
| Non-managed Assets ($) | $194,369,000 | 200 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,661,000 | 307 |
| 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 | $1,225,000 | 305 |
| 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 | $1,045,000 | 193 |
| Number of Managed Accounts | $0 | 435 |
| Number of Non-Managed Accounts | $1,045,000 | 70 |
| Total fiduciary and related assets | $173,092,000 | 381 |
| Managed Assets ($) | $0 | 435 |
| Non-managed Assets ($) | $173,092,000 | 204 |
| Memoranda | ||
| Gross Fiduciary activities income | $862,000 | 293 |
| 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 | $889,000 | 224 |
| Number of Managed Accounts | $0 | 438 |
| Number of Non-Managed Accounts | $889,000 | 86 |
| Total fiduciary and related assets | $178,454,000 | 379 |
| Managed Assets ($) | $0 | 438 |
| Non-managed Assets ($) | $178,454,000 | 197 |
| Memoranda | ||
| Gross Fiduciary activities income | $341,000 | 327 |
| 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 | $905,000 | 246 |
| Number of Managed Accounts | $0 | 1,698 |
| Number of Non-Managed Accounts | $905,000 | 100 |
| Total fiduciary and related assets | $179,360,000 | 432 |
| Managed Assets ($) | $0 | 1,698 |
| Non-managed Assets ($) | $179,360,000 | 203 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,795,000 | 276 |
| 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 | $1,126,000 | 187 |
| Number of Managed Accounts | $0 | 424 |
| Number of Non-Managed Accounts | $1,126,000 | 75 |
| Total fiduciary and related assets | $187,095,000 | 372 |
| Managed Assets ($) | $0 | 424 |
| Non-managed Assets ($) | $187,095,000 | 200 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,382,000 | 276 |
| 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 | $1,220,000 | 177 |
| Number of Managed Accounts | $0 | 429 |
| Number of Non-Managed Accounts | $1,220,000 | 73 |
| Total fiduciary and related assets | $235,645,000 | 364 |
| Managed Assets ($) | $0 | 429 |
| Non-managed Assets ($) | $235,645,000 | 180 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,009,000 | 265 |
| 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 | $1,075,000 | 193 |
| Number of Managed Accounts | $0 | 438 |
| Number of Non-Managed Accounts | $1,075,000 | 80 |
| Total fiduciary and related assets | $247,614,000 | 363 |
| Managed Assets ($) | $0 | 438 |
| Non-managed Assets ($) | $247,614,000 | 179 |
| Memoranda | ||
| Gross Fiduciary activities income | $469,000 | 272 |
| 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 | $1,034,000 | 228 |
| Number of Managed Accounts | $0 | 1,742 |
| Number of Non-Managed Accounts | $1,034,000 | 92 |
| Total fiduciary and related assets | $260,102,000 | 369 |
| Managed Assets ($) | $0 | 1,742 |
| Non-managed Assets ($) | $260,102,000 | 180 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,767,000 | 282 |
| 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 | $947,000 | 228 |
| Number of Managed Accounts | $0 | 442 |
| Number of Non-Managed Accounts | $947,000 | 95 |
| Total fiduciary and related assets | $263,531,000 | 354 |
| Managed Assets ($) | $0 | 442 |
| Non-managed Assets ($) | $263,531,000 | 178 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,420,000 | 279 |
| 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 | $932,000 | 236 |
| Number of Managed Accounts | $0 | 446 |
| Number of Non-Managed Accounts | $932,000 | 97 |
| Total fiduciary and related assets | $277,884,000 | 347 |
| Managed Assets ($) | $0 | 446 |
| Non-managed Assets ($) | $277,884,000 | 177 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,089,000 | 260 |
| 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 | $1,227,000 | 196 |
| Number of Managed Accounts | $0 | 461 |
| Number of Non-Managed Accounts | $1,227,000 | 81 |
| Total fiduciary and related assets | $312,162,000 | 323 |
| Managed Assets ($) | $0 | 461 |
| Non-managed Assets ($) | $312,162,000 | 176 |
| Memoranda | ||
| Gross Fiduciary activities income | $976,000 | 193 |
| 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 | $1,500,000 | 173 |
| Number of Managed Accounts | $0 | 1,796 |
| Number of Non-Managed Accounts | $1,500,000 | 79 |
| Total fiduciary and related assets | $329,084,000 | 321 |
| Managed Assets ($) | $0 | 1,796 |
| Non-managed Assets ($) | $329,084,000 | 176 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,814,000 | 197 |
| 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 | $2,302,000 | 112 |
| Number of Managed Accounts | $0 | 1,766 |
| Number of Non-Managed Accounts | $2,302,000 | 59 |
| Total fiduciary and related assets | $471,897,000 | 255 |
| Managed Assets ($) | $0 | 1,766 |
| Non-managed Assets ($) | $471,897,000 | 144 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,532,000 | 132 |
| 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 | $5,025,000 | 164 |
| 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 | $6,132,000 | 172 |
| 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 | $4,900,000 | 195 |
| 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 | $3,763,000 | 225 |
| 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 | $3,187,000 | 273 |
| 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 | $2,825,000 | 305 |
| 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 | $3,774,000 | 261 |
| 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 | $2,057,000 | 372 |
| 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 | $1,046,000 | 541 |